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Achieving	
  Sales	
  Excellence:	
  	
  
Managing	
  strategic	
  change	
  in	
  sales	
  direc5on	
  	
  
across	
  regions	
  
Chris'an	
  de	
  Loës,	
  B.Sc,	
  PMP	
  
Managing	
  Director	
  
Prosensit	
  Management	
  Consul'ng	
  
Boos5ng	
  Sales	
  &	
  Sales	
  Efficiency	
  
–  Background	
  and	
  Direc'on	
  
Change	
  Management	
  Challenge	
  
–  Aligning	
  500	
  persons	
  in	
  8	
  countries	
  &	
  cultures	
  
–  Key	
  Success	
  Factors	
  
–  How	
  we	
  did	
  it	
  
Conclusions	
  
–  Achievements	
  &	
  reasons	
  for	
  the	
  success	
  
Content	
  
Background	
  
•  ”Opera'onal	
  Excellence”	
  to	
  
strengthen	
  world-­‐class	
  efficiency	
  
•  Central	
  decision	
  to	
  implement	
  One	
  
Sales	
  Process	
  (OSP)	
  across	
  the	
  Group	
  
•  Global	
  Program,	
  1	
  Global	
  PM+	
  1	
  PM/
driver	
  per	
  subsidiary	
  
•  Objec've:	
  Implement	
  OSP	
  at	
  
account	
  level	
  before	
  year	
  end	
  
•  500	
  persons	
  in	
  8	
  countries	
  to	
  aYend	
  
Sales	
  Process	
  training	
  
How	
  Sales	
  where	
  managed…	
  
Sales support tools
CRM
Other
Sales
Tools
One standardized sales process will enable sales
growth
Create Sales
Opportunities
Create Sales
Opportunities
Customer
Buy-in
Customer
Buy-in
Preparation of
proposal
Preparation of
proposal
Get
acceptance
Get
acceptance NegotiationNegotiation Contract
Handshake
Contract
Handshake
SDP1 SDP3
Contract
Execution
Contract
Execution
Final Accept
and Payment
Final Accept
and Payment
SDP4SDP2
Submit
Proposal
Pursue Sales
Opportunity
Sign
Contract
One Sales Process
• Internal and
external (i.e.
customer)
accountability
• Clear and
common way
of working
• Standardized and
effective sales
support tools
Verdi
Contract Fulfillment Responsible
Customer Solution Responsible
Core Three
Account/Commercially Responsible
10% Growth
Net Sales!
The	
  
Objec've	
  	
  
Change	
  Management	
  
Change	
  Management	
  Challenge	
  
Applied	
  Change	
  Management	
  
WHEREWHY
HOW FOLLOW-UP
Diagnosis and
the actual situation
Why to change
Our Vision
Where to go (Objectives)
The Frames
Implementation plan
Communication plan
How to sustain the change ?
Where did we go?
Next goals or vision
Why	
  One	
  Sales	
  Process	
  ?	
  
•  Enable	
  clear	
  roles	
  and	
  responsibili'es	
  
•  Ensure	
  consistent	
  sales	
  opportunity	
  evalua'on	
  &	
  -­‐
qualifica'on	
  
•  Enable	
  global	
  opportunity	
  priori'za'on	
  and	
  follow-­‐up	
  	
  
•  Enable	
  informa'on	
  sharing	
  by	
  common	
  nomenclature	
  
•  One	
  sales	
  process	
  means	
  a	
  simpler	
  way	
  of	
  working	
  
•  Less	
  repor'ng	
  -­‐	
  the	
  one	
  sales	
  process	
  	
  
defines	
  clearly	
  which	
  tools	
  that	
  are	
  to	
  be	
  used	
  for	
  repor'ng	
  
The	
  Objec've	
  
10% Growth
Net Sales!
Main	
  Milestones	
  
•  Phase	
  1	
  	
  
–  Buy	
  in	
  and	
  Sense	
  of	
  Urgency	
  
–  Sales	
  Process	
  Alignment	
  
–  Sales	
  Portal	
  
–  Development	
  of	
  Training	
  Material	
  
•  Phase	
  2	
  
–  Dry	
  Run	
  
–  Deployment	
  (	
  16	
  Training	
  session	
  +	
  Catch	
  ups)	
  
–  Make	
  the	
  change	
  s'ck	
  
Deployment	
  Strategy	
  
•  Dry	
  Run	
  to	
  verify	
  Training	
  Material	
  and	
  –	
  content	
  
•  1-­‐2	
  Champions	
  to	
  be	
  assigned	
  per	
  account/other	
  org.	
  
•  Sales	
  Process	
  portal	
  
•  Development	
  and	
  implementa'on	
  of	
  Fast	
  Track	
  Sales	
  Process	
  
•  Bi-­‐Weekly	
  NewsleYer	
  
•  Syncronisa'on	
  of	
  Training	
  schedule	
  with	
  related	
  projects	
  
•  Con'nous	
  course	
  evalua'ons	
  and	
  –improvements	
  
•  Liaison	
  with	
  corporate	
  Sales	
  &	
  Marke'ng	
  
Sustaining	
  the	
  change	
  
Sales Team (Users)
One Sales Process Champions
(OSP)
Market Unit Champions
(Sales/Solution/Project)
•  Sales Process incorporated in
Sales Opportunity Management
tool (CRM)
•  Monthly Hit Rate follow-up
•  Quarterly checks on Sales Process
usage
Key	
  Success	
  Factors	
  
•  Top	
  Management	
  Commitment	
  and	
  Support	
  (BONUS)	
  
•  Managing	
  the	
  Human	
  side	
  of	
  change	
  	
  
•  Communica'on	
  (Portal,	
  NewsleYer,	
  Stakeholder	
  mee'ngs)	
  
•  Clear	
  objec'ves	
  to	
  measure	
  the	
  level	
  of	
  change	
  success	
  
•  CommiYed	
  Team	
  
•  Follow-­‐up	
  in	
  place	
  (to	
  sustain	
  the	
  change)	
  
•  Sales	
  process	
  and	
  ways	
  of	
  working	
  incorporated	
  into	
  CRM	
  
The	
  End	
  Result	
  
10% Growth
Net Sales!
14%
Growth Net
Sales!
Q	
  &	
  A	
  
Chris'an	
  de	
  Loës,	
  B.Sc.,	
  PMP	
  
chris'an@prosensit.com	
  
+46	
  70	
  603	
  65	
  58	
  

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Vienna 2012 for LinkedIn profile

  • 1. Achieving  Sales  Excellence:     Managing  strategic  change  in  sales  direc5on     across  regions   Chris'an  de  Loës,  B.Sc,  PMP   Managing  Director   Prosensit  Management  Consul'ng  
  • 2. Boos5ng  Sales  &  Sales  Efficiency   –  Background  and  Direc'on   Change  Management  Challenge   –  Aligning  500  persons  in  8  countries  &  cultures   –  Key  Success  Factors   –  How  we  did  it   Conclusions   –  Achievements  &  reasons  for  the  success   Content  
  • 3. Background   •  ”Opera'onal  Excellence”  to   strengthen  world-­‐class  efficiency   •  Central  decision  to  implement  One   Sales  Process  (OSP)  across  the  Group   •  Global  Program,  1  Global  PM+  1  PM/ driver  per  subsidiary   •  Objec've:  Implement  OSP  at   account  level  before  year  end   •  500  persons  in  8  countries  to  aYend   Sales  Process  training  
  • 4. How  Sales  where  managed…  
  • 5. Sales support tools CRM Other Sales Tools One standardized sales process will enable sales growth Create Sales Opportunities Create Sales Opportunities Customer Buy-in Customer Buy-in Preparation of proposal Preparation of proposal Get acceptance Get acceptance NegotiationNegotiation Contract Handshake Contract Handshake SDP1 SDP3 Contract Execution Contract Execution Final Accept and Payment Final Accept and Payment SDP4SDP2 Submit Proposal Pursue Sales Opportunity Sign Contract One Sales Process • Internal and external (i.e. customer) accountability • Clear and common way of working • Standardized and effective sales support tools Verdi Contract Fulfillment Responsible Customer Solution Responsible Core Three Account/Commercially Responsible 10% Growth Net Sales! The   Objec've    
  • 8. Applied  Change  Management   WHEREWHY HOW FOLLOW-UP Diagnosis and the actual situation Why to change Our Vision Where to go (Objectives) The Frames Implementation plan Communication plan How to sustain the change ? Where did we go? Next goals or vision
  • 9. Why  One  Sales  Process  ?   •  Enable  clear  roles  and  responsibili'es   •  Ensure  consistent  sales  opportunity  evalua'on  &  -­‐ qualifica'on   •  Enable  global  opportunity  priori'za'on  and  follow-­‐up     •  Enable  informa'on  sharing  by  common  nomenclature   •  One  sales  process  means  a  simpler  way  of  working   •  Less  repor'ng  -­‐  the  one  sales  process     defines  clearly  which  tools  that  are  to  be  used  for  repor'ng  
  • 10. The  Objec've   10% Growth Net Sales!
  • 11. Main  Milestones   •  Phase  1     –  Buy  in  and  Sense  of  Urgency   –  Sales  Process  Alignment   –  Sales  Portal   –  Development  of  Training  Material   •  Phase  2   –  Dry  Run   –  Deployment  (  16  Training  session  +  Catch  ups)   –  Make  the  change  s'ck  
  • 12. Deployment  Strategy   •  Dry  Run  to  verify  Training  Material  and  –  content   •  1-­‐2  Champions  to  be  assigned  per  account/other  org.   •  Sales  Process  portal   •  Development  and  implementa'on  of  Fast  Track  Sales  Process   •  Bi-­‐Weekly  NewsleYer   •  Syncronisa'on  of  Training  schedule  with  related  projects   •  Con'nous  course  evalua'ons  and  –improvements   •  Liaison  with  corporate  Sales  &  Marke'ng  
  • 13. Sustaining  the  change   Sales Team (Users) One Sales Process Champions (OSP) Market Unit Champions (Sales/Solution/Project) •  Sales Process incorporated in Sales Opportunity Management tool (CRM) •  Monthly Hit Rate follow-up •  Quarterly checks on Sales Process usage
  • 14. Key  Success  Factors   •  Top  Management  Commitment  and  Support  (BONUS)   •  Managing  the  Human  side  of  change     •  Communica'on  (Portal,  NewsleYer,  Stakeholder  mee'ngs)   •  Clear  objec'ves  to  measure  the  level  of  change  success   •  CommiYed  Team   •  Follow-­‐up  in  place  (to  sustain  the  change)   •  Sales  process  and  ways  of  working  incorporated  into  CRM  
  • 15. The  End  Result   10% Growth Net Sales! 14% Growth Net Sales!
  • 16. Q  &  A   Chris'an  de  Loës,  B.Sc.,  PMP   chris'an@prosensit.com   +46  70  603  65  58