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Presentation Transcript

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1. SalesforceInside SalesBest PracticesAugust 2012 Copyright ©
ShellBlack.com
2. Agenda• Have a Call Strategy• Leverage Salesforce• Measurement and
Management• Other Items to Consider• Appendix 2 | Copyright ©
ShellBlack.com
3. Call Strategy• For this team, since the main method of engaging contacts

Research: Sales Force CRM an effective solution for
small en medium size
enter…
137 views

31 Inside Sales Must Haves
for Driving Leads,
Appointments, and Sales
2381 views

will be by phone, it is important to have a Call Strategy in place• Your Call
Strategy should be designed to accomplish these three things: 1 Increase

I T E006 Leigh 091807
3672 views

contact rates 2 Know who to call (and something about them) 3 Have a goal
for each interaction (what to accomplish) 3 | Copyright © ShellBlack.com
4. Things that can increase ContactRates• Quality Lead sources• Speed to

Sales Cloud Quick Peek at
Salesforce
1301 views

respond to a new Lead• Timing - Time of Day & Day of the Week•
Persistence• Having a Direct Dial Number• Calling from a Local Number 4 |

7 Practical Sales Tips

Copyright © ShellBlack.com

2925 views

5. Speed Matters (Immediacy) WhenResponding to a New LeadCall new
Leadsquickly – it’sreally thatsimple “The Lead Response Management Study”

Top 5 Salesforce Apps
303 views

by Dr. James Oldroyd. MIT 5 | Copyright © ShellBlack.com
6. Timing Matters – Time of DayOptimize yourcall times if yourreps can

Plone+Salesforce

onlydedicate alimited amountof time each dayto outboundcalls.Not a good

105 views

timeto talk? Ask yourcontact when isa good time tocall back. “The Lead
Response Management Study” by Dr. James Oldroyd. MIT 6 | Copyright ©
ShellBlack.com

CTI In the Cloud: the New
World of Cloud-based
Telephony
1472 views

7. Timing Matters – Day of the WeekPeople are busy during the beginning of
the week, and by the end ofthe week they are not interested in starting new

Desynit Salesforce Guide –
pdf guide design

projects. “The Lead Response Management Study” by Dr. James Oldroyd.

166 views

http://www.slideshare.net/ShellBlack/best-practices-for-managing-inside-sales-with-salesforcecom[12/19/2013 8:43:38 AM]
Best Practices for Managing Inside Sales with Salesforce.com

MIT 7 | Copyright © ShellBlack.com
1201 sfdcgcpd

8. Be PersistentThe averagesales rep onlymakes 1.3phonecalls on a

159 views

leadbefore givingup.If the contactratio is 10%,then 10 calls =1 contact! “The
Lead Response Management Study” by Dr. James Oldroyd. MIT 8 | Copyright

Call Center Dialer

© ShellBlack.com

685 views

9. Direct Dial Numbers HelpGoogle with a wild card search onthe phone
number and theperson’s name – for example,“Joe Contact (214) ***-****” –

I F F06 Sal Caruso 091807
1189 views

will often return results withdirect phone numbers. Othertools that can be
used to finddirect dial numbers include:LinkedIn, Zoominfo, InsideViewand
Data.comAlso, don’t be afraid to leverage acell number!TIP: Next time you
hear “Your call is being answered by Audix,” punch in **6. It will say “enter

8 key plays for sales
success - transforming your
business with Salesforce
3606 views

last name, followed by poundsign.” Put in the contacts last name (e.g.
Richard), and it will say “Steve Richard, extension 4237.” Now that you have

Salesforce service sheet
409 views

that magic10 digit direct dial number! 9 | Copyright © ShellBlack.com
10. Use a Local Number if Possible Source: “31 Sales Must Haves” –

FCC TCPA Rule Changes

InsideSales.com 10 | Copyright © ShellBlack.com

185 views

11. Don’t Waste a Call Attempt• Do some research upfront (next slide) §
Know who to target (roles in the organization) – Try to identify Contacts with
the budget, authority, need, and timeline (BANT) §

The goal is to know

something about the contact and their company in order to build rapport
quickly• Know how to disposition calls that do not result in a contact• Have a
call script and an objective for each interaction 11 | Copyright ©
ShellBlack.com
12. Buy or Enrich Existing Lead RecordsData.com /Jigsaw allows youto
search forContacts byCompany, Level,Department, Title,etc.Check to if
youhave missing orout of datecontactinformation 12 | Copyright ©
ShellBlack.com
13. Do your homework in advanceLeverage Salesforce“Social Contacts”:•
LinkedIn• Twitter• FacebookVisit the company’swebsite:• What do they do?•
Read their pressreleasesThe more you know,the easier to buildrapport &
credibility 13 | Copyright © ShellBlack.com
14. Have a plan on how to disposition each unsuccessful call
attemptExample: After the first call, be sure to leave your first voicemail and
email.You should not leave another voicemail or email until after the fourth
and thesixth call Source: “31 Sales Must Haves” – InsideSales.com 14 |
Copyright © ShellBlack.com
15. Call Scripts – Make the Most of Each InteractionExample six step process
to ensure a productive and successful first call:• Step1: The Opening – This is

http://www.slideshare.net/ShellBlack/best-practices-for-managing-inside-sales-with-salesforcecom[12/19/2013 8:43:38 AM]
Best Practices for Managing Inside Sales with Salesforce.com

where you introduce yourself. Tell them who you represent and whyyou’re
calling. Reinforce what the lead expressed interest in.• Step2: Establish Trust
/ Build Rapport – Do some research in advance (look at the
company’swebsite and your target contact’s LinkedIn profile) so you can
demonstrate you know something aboutthem and their company (see
previous slide).• Step 3: Positioning – Where do you stand in the race? What
does your company offer, and how is itdifferent from competitors in your
industry?• Step4: Cool Feature and Key Benefit – What can you do and,
more importantly, what can you do forme? It’s great if you can state a
quantitative benefit.• Step 5: Proof Story – Why do you have credibility? What
proof can you impart that indicates whatyou’re telling me is accurate? This is
where you tell the success story of another customer, quote anarticle, a piece
of research, something outside of what the company itself is saying.• Step6:
C2C (Commit to Continue) – Do you have time right now for me to show you
how we canmake your business more successful? Set the appointment as
early as possible in order to maximize theper- cent of appointments held. 15 |
Copyright © ShellBlack.com
16. Your Contact Strategy can bereplicated over multiple channels(don’t limit
yourself to email andphone) 16 | Copyright © ShellBlack.com
17. Agenda• Have a Call Strategy• Leverage Salesforce• Measurement and
Management• Other Items to Consider• Appendix 17 | Copyright ©
ShellBlack.com
18. Help Reps Manage Their Day• Don’t let the day rule the rep (don’t be
reactive)• Organize data in Salesforce to support a rep’s call strategy,
account planning, and pipeline management• Ensure reps know how to
leverage: §

Tab Views (“My New Leads”, “My Open Opportunities”) §

Lead Scoring system (later slide) §

Dashboards (later slide) §

A

Activities

(Emails, Log-A-Call, Tasks and Events) §

Stage, Close Date, Contact

Roles, and “Next Step” on Opportunities §

Console View or a Dialer (later

slide) §

Chatter (for deal collaboration) 18 | Copyright © ShellBlack.com

19. Lead Scoring• A Lead Scoring system answers the following question
quantitatively – “Who are my hot Leads?”• The higher the score, the farther
along the Lead should be in the evaluation, and ultimately, the buying
process• Three basic questions that should carry a lot of weight in your score
(1) is this the right contact (2) are they a good fit and (3) are the interested•
Lessor weighted, but can incrementally adds value over time, is the lead’s
continued engagement with the salesperson (e.g. responds to emails, phone
calls, requests information, agrees to meetings, etc.)• How complete a record
can impact your lead score (e.g. do you have a direct dial number, their title,
department, etc.)• Points can be added for the right company demographic
(size, industry, Lead Source)• Leverage Workflow and formula fields on the
Lead record to calculate the score for the rep 19 | Copyright ©
ShellBlack.com

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Best Practices for Managing Inside Sales with Salesforce.com

20. Benefits of Using the Console• The Console is a multi-pane view that
allows a rep to step through a targeted list based on a View of either Leads
or Contacts and log activities from a single screen - thus reducing clicks 20 |
Copyright © ShellBlack.com
21. Benefits of Using a Dialer • Measure the amount of time reps are on the
dialer • Voicemails can be pre-recorded so a rep can start to leave their
voicemail and move on to the next call, increasing call efficiency •
Management can set the dialer to record a percent of calls over a certain
duration (e.g. 60 seconds) to inspect call quality and rep knowledge (great for
managing remote reps) • Ability to dial from a bank of local numbers •
“Screen pop” incoming calls (matching on the phone number of the Lead or
Contact record) 21 | Copyright © ShellBlack.com
22. Voicemails and Emails can bequeued up with a Dialer todisposition call
attempts quickly 22 | Copyright © ShellBlack.com
23. Agenda• Have a Call Strategy• Leverage Salesforce• Measurement and
Management• Other Items to Consider• Appendix 23 | Copyright ©
ShellBlack.com
24. Measurement Best Practices• Use the same metrics up and down the
organization §

If it is important to the manager to track, it’s important to the

rep• To avoid surprises at the end of the month, give each rep their own
Dashboard so they can track their progress towards goals• Leverage the
“Running User” on Dashboards and set the underlying reports for “My
Records.” This will make it easier to clone Dashboards for new reps• Use the
Gauge metric to track attainment towards goals (or conditional formatting in
tables - i.e. shade the number red, yellow or green)• Show them the money!
(self motivate) If possible, have a rep’s dashboard show commission
obtainment MTD / QTD based on closed deals• Know which Lead Source
(list) produce the best quality leads. Track contact, conversion and win rates
by marketing source 24 | Copyright © ShellBlack.com
25. Management Best Practices• Run your weekly sales meetings from your
Salesforce Dashboards. No need to have reps submit a weekly forecast – it’s
in Salesforce!• Don’t allow reps to talk about deals that aren’t being tracked
in Salesforce. If it’s not in Salesforce it doesn’t exist• Promote friendly
competition with “Leaderboard” Dashboards with user profile photos (no one
wants to be on the bottom of a list)• Spotlight reps hitting their objectives to
demonstrate to the rest of the team the goals are obtainable• Spend the time
needed to educate reps on how to read pipeline metrics to understand
concepts like pipeline health and stage aging 25 | Copyright © ShellBlack.com
26. Easy things to measure inSalesforce• Activities §
Meetings created §

Use a custom “Type” field for further categorization (e.g.

presentations made) §
§

Dials, Emails Sent,

Login frequency §

“Last Activity” on a record (activity aging)• Adoption
Records created• Sales Process §

Leads converted

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Best Practices for Managing Inside Sales with Salesforce.com

§

Opportunity Stage Aging §

Close rations (win ratios)• Quota Attainment

§

Sales MTD, QTD vs. Goals 26 | Copyright © ShellBlack.com

27. Agenda• Have a Call Strategy• Leverage Salesforce• Measurement and
Management• Other Items to Consider• Appendix 27 | Copyright ©
ShellBlack.com
28. Don’t Recreate the Wheel• Leverage the knowledge from other sales
groups to increase effectiveness early §
mo, 6 mo?) §
year) §
§

What is the typical buying cycle (3

Is there seasonality to these services (e.g. tax time, end of

What’s the average size deal §

How do they overcome objections

Who do they target (role in the organization) §

themselves against the competition §

How do they position

If contact attempts are unsuccessful,

is there a handoff back to marketing for continued lead nurturing §

Who can

the rep engage if they have a question 28 | Copyright © ShellBlack.com
29. Establish Ground Rules up Front• Are reps able to call on existing
contacts?• Establish when a sale should be handed off to outside sales §
What makes a deal “too complex” (e.g. delivery across multiple locations,
services that are tied to other operating companies)• Establish rules for
channel conflict and sales crediting §

When is a Contact “free game” (e.g.

no interaction with an existing Contact for six months, or no sale to that
company in over a year) §

Use Salesforce as the system of record §

If a

sale has to be handed off, is there any sales credit for the originating rep? 29
| Copyright © ShellBlack.com
30. Provide Marketing Support• Don’t allow reps to create their own
marketing materials. Create a content library of approved customer facing
materials that adhere to brand guidelines §
§

White Papers §

HTML Emails §

Proposal Templates and Contracts §

Presentations

Testimonials §

Approved List of Client Referrals• With the exception of email templates, store
resources in Documents or Files in Salesforce 30 | Copyright ©
ShellBlack.com
31. Staffing Considerations• Align comp plans with the desired results• A new
team will need intensive training and coaching (system, process & product)•
Partner new reps with sales leaders• Learn quickly what profiles are
successful for future hires• Always have a pipeline of potential new hires –
you will have turnover 31 | Copyright © ShellBlack.com
32. Appendix 32 | Copyright © ShellBlack.com
33. Top Problems for Inside SalesManagers Source: January 2012 –
InsideSales.com - 608 respondents, 350 were sales managers and 258 were
sales reps 33 | Copyright © ShellBlack.com
34. Top Problems for Inside SalesReps Source: January 2012 –
InsideSales.com - 608 respondents, 350 were sales managers and 258 were
sales reps 34 | Copyright © ShellBlack.com

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Best Practices for Managing Inside Sales with Salesforce.com

35. ShellBlack.com, LLC• ShellBlack.com, LLC is a Salesforce Cloud Alliance
Partner located in Dallas Texas• Our goal is to help companies maximize their
CRM investment by providing elegant Salesforce solutions that facilitate how
you market, sell and support your customers• For Salesforce news, updates
and information follow us on Twitter: @Shell_Black• Learn more about us
online at: www.ShellBlack.com 35 | Copyright © ShellBlack.com

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Best practices for managing inside sales with Salesforce

  • 1. Best Practices for Managing Inside Sales with Salesforce.com | Email Like Explore  Save | Go Upload Submit Query PRO Login Signup Embed Related More Salesforce.com Org Migration Overview 2836 views Insidesales.com Overview 231 views Usability and Salesforce Dallas Salesforce.com User Group September 2011 1160 views ROI Analysis of Leads LeadsCon 2013 662 views High Lead Velocity with InsideSales.com and ActOn 550 views 1 The Ultimate Revenue Engine: Maximizing Results Through Inside Sales and Marketi… /35 2569 views HubSpot & InsideSales.com Secrets Revealed Best Practices for Managing Inside Sales with Salesforce.com 1,984 Ribbit Enduser Training Q209 by ShellBlack, Principal at ShellBlack.com on Sep 03, 2012 + Follow   667 views views   894 views Best practices for managing an inside sales team with Salesforce.com. Call strategy, lead scoring, using a console or a dialer, management and measurement tips and tricks. Know when to call, how many ... More… More… Inside Sales: Selling to the Inside Sales Industry - Dave Orrico 227 views Force.com integration-book2009 430 views No comments yet 51253468 best-practices-forsales-managers 247 views Aprimo + Salesforce Master Deck 1043 views Post Comment Subscribe to comments 4 ways to grow your small business with Salesforce CRM http://www.slideshare.net/ShellBlack/best-practices-for-managing-inside-sales-with-salesforcecom[12/19/2013 8:43:38 AM]
  • 2. Best Practices for Managing Inside Sales with Salesforce.com 768 views 2 Likes devanshigarg Easy Adoption Making Salesforce a Rep's Best Friend 1 month ago 4274 views Rhonda Ross, Senior Consultant at Appirio 6 months ago Ultimate Revenue Engine: Maximizing Results Through Inside Sales and Marketing A… 581 views Lead Scoring in Salesforce.com - Part 1 7441 views I F F05 Dushyant Pandya 091807 1448 views Best Practices for Managing Inside Sales with Salesforce.com Presentation Transcript Lead Generation Methods 2013 - Ken Krogue 545 views 1. SalesforceInside SalesBest PracticesAugust 2012 Copyright © ShellBlack.com 2. Agenda• Have a Call Strategy• Leverage Salesforce• Measurement and Management• Other Items to Consider• Appendix 2 | Copyright © ShellBlack.com 3. Call Strategy• For this team, since the main method of engaging contacts Research: Sales Force CRM an effective solution for small en medium size enter… 137 views 31 Inside Sales Must Haves for Driving Leads, Appointments, and Sales 2381 views will be by phone, it is important to have a Call Strategy in place• Your Call Strategy should be designed to accomplish these three things: 1 Increase I T E006 Leigh 091807 3672 views contact rates 2 Know who to call (and something about them) 3 Have a goal for each interaction (what to accomplish) 3 | Copyright © ShellBlack.com 4. Things that can increase ContactRates• Quality Lead sources• Speed to Sales Cloud Quick Peek at Salesforce 1301 views respond to a new Lead• Timing - Time of Day & Day of the Week• Persistence• Having a Direct Dial Number• Calling from a Local Number 4 | 7 Practical Sales Tips Copyright © ShellBlack.com 2925 views 5. Speed Matters (Immediacy) WhenResponding to a New LeadCall new Leadsquickly – it’sreally thatsimple “The Lead Response Management Study” Top 5 Salesforce Apps 303 views by Dr. James Oldroyd. MIT 5 | Copyright © ShellBlack.com 6. Timing Matters – Time of DayOptimize yourcall times if yourreps can Plone+Salesforce onlydedicate alimited amountof time each dayto outboundcalls.Not a good 105 views timeto talk? Ask yourcontact when isa good time tocall back. “The Lead Response Management Study” by Dr. James Oldroyd. MIT 6 | Copyright © ShellBlack.com CTI In the Cloud: the New World of Cloud-based Telephony 1472 views 7. Timing Matters – Day of the WeekPeople are busy during the beginning of the week, and by the end ofthe week they are not interested in starting new Desynit Salesforce Guide – pdf guide design projects. “The Lead Response Management Study” by Dr. James Oldroyd. 166 views http://www.slideshare.net/ShellBlack/best-practices-for-managing-inside-sales-with-salesforcecom[12/19/2013 8:43:38 AM]
  • 3. Best Practices for Managing Inside Sales with Salesforce.com MIT 7 | Copyright © ShellBlack.com 1201 sfdcgcpd 8. Be PersistentThe averagesales rep onlymakes 1.3phonecalls on a 159 views leadbefore givingup.If the contactratio is 10%,then 10 calls =1 contact! “The Lead Response Management Study” by Dr. James Oldroyd. MIT 8 | Copyright Call Center Dialer © ShellBlack.com 685 views 9. Direct Dial Numbers HelpGoogle with a wild card search onthe phone number and theperson’s name – for example,“Joe Contact (214) ***-****” – I F F06 Sal Caruso 091807 1189 views will often return results withdirect phone numbers. Othertools that can be used to finddirect dial numbers include:LinkedIn, Zoominfo, InsideViewand Data.comAlso, don’t be afraid to leverage acell number!TIP: Next time you hear “Your call is being answered by Audix,” punch in **6. It will say “enter 8 key plays for sales success - transforming your business with Salesforce 3606 views last name, followed by poundsign.” Put in the contacts last name (e.g. Richard), and it will say “Steve Richard, extension 4237.” Now that you have Salesforce service sheet 409 views that magic10 digit direct dial number! 9 | Copyright © ShellBlack.com 10. Use a Local Number if Possible Source: “31 Sales Must Haves” – FCC TCPA Rule Changes InsideSales.com 10 | Copyright © ShellBlack.com 185 views 11. Don’t Waste a Call Attempt• Do some research upfront (next slide) § Know who to target (roles in the organization) – Try to identify Contacts with the budget, authority, need, and timeline (BANT) § The goal is to know something about the contact and their company in order to build rapport quickly• Know how to disposition calls that do not result in a contact• Have a call script and an objective for each interaction 11 | Copyright © ShellBlack.com 12. Buy or Enrich Existing Lead RecordsData.com /Jigsaw allows youto search forContacts byCompany, Level,Department, Title,etc.Check to if youhave missing orout of datecontactinformation 12 | Copyright © ShellBlack.com 13. Do your homework in advanceLeverage Salesforce“Social Contacts”:• LinkedIn• Twitter• FacebookVisit the company’swebsite:• What do they do?• Read their pressreleasesThe more you know,the easier to buildrapport & credibility 13 | Copyright © ShellBlack.com 14. Have a plan on how to disposition each unsuccessful call attemptExample: After the first call, be sure to leave your first voicemail and email.You should not leave another voicemail or email until after the fourth and thesixth call Source: “31 Sales Must Haves” – InsideSales.com 14 | Copyright © ShellBlack.com 15. Call Scripts – Make the Most of Each InteractionExample six step process to ensure a productive and successful first call:• Step1: The Opening – This is http://www.slideshare.net/ShellBlack/best-practices-for-managing-inside-sales-with-salesforcecom[12/19/2013 8:43:38 AM]
  • 4. Best Practices for Managing Inside Sales with Salesforce.com where you introduce yourself. Tell them who you represent and whyyou’re calling. Reinforce what the lead expressed interest in.• Step2: Establish Trust / Build Rapport – Do some research in advance (look at the company’swebsite and your target contact’s LinkedIn profile) so you can demonstrate you know something aboutthem and their company (see previous slide).• Step 3: Positioning – Where do you stand in the race? What does your company offer, and how is itdifferent from competitors in your industry?• Step4: Cool Feature and Key Benefit – What can you do and, more importantly, what can you do forme? It’s great if you can state a quantitative benefit.• Step 5: Proof Story – Why do you have credibility? What proof can you impart that indicates whatyou’re telling me is accurate? This is where you tell the success story of another customer, quote anarticle, a piece of research, something outside of what the company itself is saying.• Step6: C2C (Commit to Continue) – Do you have time right now for me to show you how we canmake your business more successful? Set the appointment as early as possible in order to maximize theper- cent of appointments held. 15 | Copyright © ShellBlack.com 16. Your Contact Strategy can bereplicated over multiple channels(don’t limit yourself to email andphone) 16 | Copyright © ShellBlack.com 17. Agenda• Have a Call Strategy• Leverage Salesforce• Measurement and Management• Other Items to Consider• Appendix 17 | Copyright © ShellBlack.com 18. Help Reps Manage Their Day• Don’t let the day rule the rep (don’t be reactive)• Organize data in Salesforce to support a rep’s call strategy, account planning, and pipeline management• Ensure reps know how to leverage: § Tab Views (“My New Leads”, “My Open Opportunities”) § Lead Scoring system (later slide) § Dashboards (later slide) § A Activities (Emails, Log-A-Call, Tasks and Events) § Stage, Close Date, Contact Roles, and “Next Step” on Opportunities § Console View or a Dialer (later slide) § Chatter (for deal collaboration) 18 | Copyright © ShellBlack.com 19. Lead Scoring• A Lead Scoring system answers the following question quantitatively – “Who are my hot Leads?”• The higher the score, the farther along the Lead should be in the evaluation, and ultimately, the buying process• Three basic questions that should carry a lot of weight in your score (1) is this the right contact (2) are they a good fit and (3) are the interested• Lessor weighted, but can incrementally adds value over time, is the lead’s continued engagement with the salesperson (e.g. responds to emails, phone calls, requests information, agrees to meetings, etc.)• How complete a record can impact your lead score (e.g. do you have a direct dial number, their title, department, etc.)• Points can be added for the right company demographic (size, industry, Lead Source)• Leverage Workflow and formula fields on the Lead record to calculate the score for the rep 19 | Copyright © ShellBlack.com http://www.slideshare.net/ShellBlack/best-practices-for-managing-inside-sales-with-salesforcecom[12/19/2013 8:43:38 AM]
  • 5. Best Practices for Managing Inside Sales with Salesforce.com 20. Benefits of Using the Console• The Console is a multi-pane view that allows a rep to step through a targeted list based on a View of either Leads or Contacts and log activities from a single screen - thus reducing clicks 20 | Copyright © ShellBlack.com 21. Benefits of Using a Dialer • Measure the amount of time reps are on the dialer • Voicemails can be pre-recorded so a rep can start to leave their voicemail and move on to the next call, increasing call efficiency • Management can set the dialer to record a percent of calls over a certain duration (e.g. 60 seconds) to inspect call quality and rep knowledge (great for managing remote reps) • Ability to dial from a bank of local numbers • “Screen pop” incoming calls (matching on the phone number of the Lead or Contact record) 21 | Copyright © ShellBlack.com 22. Voicemails and Emails can bequeued up with a Dialer todisposition call attempts quickly 22 | Copyright © ShellBlack.com 23. Agenda• Have a Call Strategy• Leverage Salesforce• Measurement and Management• Other Items to Consider• Appendix 23 | Copyright © ShellBlack.com 24. Measurement Best Practices• Use the same metrics up and down the organization § If it is important to the manager to track, it’s important to the rep• To avoid surprises at the end of the month, give each rep their own Dashboard so they can track their progress towards goals• Leverage the “Running User” on Dashboards and set the underlying reports for “My Records.” This will make it easier to clone Dashboards for new reps• Use the Gauge metric to track attainment towards goals (or conditional formatting in tables - i.e. shade the number red, yellow or green)• Show them the money! (self motivate) If possible, have a rep’s dashboard show commission obtainment MTD / QTD based on closed deals• Know which Lead Source (list) produce the best quality leads. Track contact, conversion and win rates by marketing source 24 | Copyright © ShellBlack.com 25. Management Best Practices• Run your weekly sales meetings from your Salesforce Dashboards. No need to have reps submit a weekly forecast – it’s in Salesforce!• Don’t allow reps to talk about deals that aren’t being tracked in Salesforce. If it’s not in Salesforce it doesn’t exist• Promote friendly competition with “Leaderboard” Dashboards with user profile photos (no one wants to be on the bottom of a list)• Spotlight reps hitting their objectives to demonstrate to the rest of the team the goals are obtainable• Spend the time needed to educate reps on how to read pipeline metrics to understand concepts like pipeline health and stage aging 25 | Copyright © ShellBlack.com 26. Easy things to measure inSalesforce• Activities § Meetings created § Use a custom “Type” field for further categorization (e.g. presentations made) § § Dials, Emails Sent, Login frequency § “Last Activity” on a record (activity aging)• Adoption Records created• Sales Process § Leads converted http://www.slideshare.net/ShellBlack/best-practices-for-managing-inside-sales-with-salesforcecom[12/19/2013 8:43:38 AM]
  • 6. Best Practices for Managing Inside Sales with Salesforce.com § Opportunity Stage Aging § Close rations (win ratios)• Quota Attainment § Sales MTD, QTD vs. Goals 26 | Copyright © ShellBlack.com 27. Agenda• Have a Call Strategy• Leverage Salesforce• Measurement and Management• Other Items to Consider• Appendix 27 | Copyright © ShellBlack.com 28. Don’t Recreate the Wheel• Leverage the knowledge from other sales groups to increase effectiveness early § mo, 6 mo?) § year) § § What is the typical buying cycle (3 Is there seasonality to these services (e.g. tax time, end of What’s the average size deal § How do they overcome objections Who do they target (role in the organization) § themselves against the competition § How do they position If contact attempts are unsuccessful, is there a handoff back to marketing for continued lead nurturing § Who can the rep engage if they have a question 28 | Copyright © ShellBlack.com 29. Establish Ground Rules up Front• Are reps able to call on existing contacts?• Establish when a sale should be handed off to outside sales § What makes a deal “too complex” (e.g. delivery across multiple locations, services that are tied to other operating companies)• Establish rules for channel conflict and sales crediting § When is a Contact “free game” (e.g. no interaction with an existing Contact for six months, or no sale to that company in over a year) § Use Salesforce as the system of record § If a sale has to be handed off, is there any sales credit for the originating rep? 29 | Copyright © ShellBlack.com 30. Provide Marketing Support• Don’t allow reps to create their own marketing materials. Create a content library of approved customer facing materials that adhere to brand guidelines § § White Papers § HTML Emails § Proposal Templates and Contracts § Presentations Testimonials § Approved List of Client Referrals• With the exception of email templates, store resources in Documents or Files in Salesforce 30 | Copyright © ShellBlack.com 31. Staffing Considerations• Align comp plans with the desired results• A new team will need intensive training and coaching (system, process & product)• Partner new reps with sales leaders• Learn quickly what profiles are successful for future hires• Always have a pipeline of potential new hires – you will have turnover 31 | Copyright © ShellBlack.com 32. Appendix 32 | Copyright © ShellBlack.com 33. Top Problems for Inside SalesManagers Source: January 2012 – InsideSales.com - 608 respondents, 350 were sales managers and 258 were sales reps 33 | Copyright © ShellBlack.com 34. Top Problems for Inside SalesReps Source: January 2012 – InsideSales.com - 608 respondents, 350 were sales managers and 258 were sales reps 34 | Copyright © ShellBlack.com http://www.slideshare.net/ShellBlack/best-practices-for-managing-inside-sales-with-salesforcecom[12/19/2013 8:43:38 AM]
  • 7. Best Practices for Managing Inside Sales with Salesforce.com 35. ShellBlack.com, LLC• ShellBlack.com, LLC is a Salesforce Cloud Alliance Partner located in Dallas Texas• Our goal is to help companies maximize their CRM investment by providing elegant Salesforce solutions that facilitate how you market, sell and support your customers• For Salesforce news, updates and information follow us on Twitter: @Shell_Black• Learn more about us online at: www.ShellBlack.com 35 | Copyright © ShellBlack.com Twitter Find us on Find us on Facebook Google+ PRO & MORE DEVELOPERS & API About SlideShare 101 Go PRO Developers Section Careers Terms of Use Enterprise Sales Developers Group Our Blog Privacy Policy PRO Features Engineering Blog Copyright & DMCA Community Guidelines Help & Support LinkedIn USING SLIDESHARE Contact Us Follow us on LEARN ABOUT US Press Follow us on SlideShare on Mobile © 2013 SlideShare Inc. All rights reserved. http://www.slideshare.net/ShellBlack/best-practices-for-managing-inside-sales-with-salesforcecom[12/19/2013 8:43:38 AM] Blog Widgets ENGLISH