How to improve your B2B sales process

Aisling Foley Marketing
Aisling Foley MarketingDirector at Aisling Foley Marketing; B2B tech marketing consultant
How to improve your
B2B sales process
Aisling Foley
Analyse
Define
buyer’s
journey
Define
next
stage
action
Define
exit
criteria
Measure
results
▪ What is working, what isn’t?
▪ What did the your last 5 deals look like?
▪ What were customer touch points?
▪ How long did it take/how long between each
step?
Analyse
▪ Buyer’s journey
❑ What is the process from customer’s perspective?
• Awareness: The buyer realises they have a problem
• Consideration: The buyer defines problem and
researches options to solve it
• Decision: The buyer chooses solution
▪ Create target persona
❑ Semi-fictional representation of ideal customer
based on market research and real data on
existing customers
• Customer demographics, behaviour patterns, traits,
motivations, goals, barriers to achieving goals
• Include as much detail as possible
Define
buyer’s
journey
▪ What causes a prospect to move from one
stage to next (based on actions of prospect)
Define
next
stage
action
▪ The things that have to happen in order for
sale to move from one stage to next
• Demo
• Video
• Testimonial
• Blog
• White paper
• Meeting
• Tech questions/meeting
• Reference visit
Define
exit
criteria
▪ How many prospects transitioned into and
out of each step in a given time period
▪ How long did they remain at each step and
average duration
▪ Which step (if any) takes too long for
prospects to move from
▪ % prospects close after demo
▪ % prospects who request demo after
discovery call
▪ Churn rate
❑ How can you use this data to identify
mismatched prospects early in sales process?
Measure
results
www.aislingfoley.com
+353 87 918 2986
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How to improve your B2B sales process

  • 1. How to improve your B2B sales process Aisling Foley
  • 3. ▪ What is working, what isn’t? ▪ What did the your last 5 deals look like? ▪ What were customer touch points? ▪ How long did it take/how long between each step? Analyse
  • 4. ▪ Buyer’s journey ❑ What is the process from customer’s perspective? • Awareness: The buyer realises they have a problem • Consideration: The buyer defines problem and researches options to solve it • Decision: The buyer chooses solution ▪ Create target persona ❑ Semi-fictional representation of ideal customer based on market research and real data on existing customers • Customer demographics, behaviour patterns, traits, motivations, goals, barriers to achieving goals • Include as much detail as possible Define buyer’s journey
  • 5. ▪ What causes a prospect to move from one stage to next (based on actions of prospect) Define next stage action
  • 6. ▪ The things that have to happen in order for sale to move from one stage to next • Demo • Video • Testimonial • Blog • White paper • Meeting • Tech questions/meeting • Reference visit Define exit criteria
  • 7. ▪ How many prospects transitioned into and out of each step in a given time period ▪ How long did they remain at each step and average duration ▪ Which step (if any) takes too long for prospects to move from ▪ % prospects close after demo ▪ % prospects who request demo after discovery call ▪ Churn rate ❑ How can you use this data to identify mismatched prospects early in sales process? Measure results