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| Executive Summary


Sales Teams are they Average at BEST?
With over 40 years of experience in sales, marketing and behavioural science our experience demonstrates that sales teams rarely
achieve the success they desire. Sales organisations talk about their unique “value proposition” and “differentiation” yet on
average they grow at the same rate. Smaller organisations are more flexible and have the capacity to effectively articulate their
value proposition but once they grow to a significant level, they lose this capacity.

There are numerous reasons for this, eg financial restraints, operational capability, product development and market forces.
However the primary reason that most managers explain this lack of growth capability is the due to sales teams performance.

As you’ll see from the following report, Pareto’s principle (80/20 rule) applies to the majority of sales teams, that is 80% of sales
comes from 20% of customers, or 80% of sales comes from 20% of their sales people. Within a sales team 20% are high
performers, the rest are AVERAGE AT BEST. However, Sales People have a completely different point of view. So where’s the
truth? Are sales people in the main “Average at best” or is it the in-effective systems such as: recruitment practices, sales
process, strategy, messaging, incentive plans, products and managements capability to lead that cause this impact on
performance?

iGenium address these issues through undertaking baseline analysis of sales teams and developing coaching interventions to suit.
We ask our customers a series of questions to determine the health of their sales teams providing our clients with significant
opportunities to lift performance. These questions not only form a baseline but also enable us to determine areas to focus on
how to really challenge the 80/20 principle.

The most compelling evidence from the following slides is:
        1) The significant discrepancy between Managements view of sales performance and that of Sales People.
        2) Market awareness is a weakness when it comes to predictive sales performance.
        3) A larger proportion of sales people are simply not “Energised” to perform in their roles.
We see real opportunities to those sales teams who choose to address these core issues and seek to challenge the 80/20 rule to
their favour .

                                                                           The content provided in this document is the property of iGenium
                                                                           Pty Ltd. All rights reserved.
| Section 1 - Performance
Proficiency (Management View)

        Sales Team Proficiency - What % of your sales people would you categorise
                      into the following three levels of proficiency?


   50


   40


   30


   20


   10


    0
         Highly Capable: Proficient, requires     Capable: Requires supervision and   Building Capability: Requires significant
        little to no supervision to get the job      support to get the job done      supervision and support to get the job
                         done                                                                           done




             ~70% of sales people require ongoing management
| Section 1 - Performance

Proficiency (Individual View)
| Section 1 - Performance

Target Performance - (Management View)


            Sales Team Target Performance - What percentage of your sales people would you categorise
                               into the following three levels of target performance?


   45.00

   40.00

   35.00

   30.00

   25.00

   20.00

   15.00

   10.00

    5.00

     .00
               Consistently achieves above target   Consistently achieves between 80% - 100% of Consistently performs below 80% of target
                                                                       target



   80% of sales people regularly achieve < their sales target
| Section 1 - Performance
Target Performance - (Individual View)
|Performance - Conclusions

   Summary
1. Managers view their sales teams as significantly less capable than sales individuals
   view themselves.
2. Sales managers believe that only 18% of their team perform above
   target vs 85% of sales individuals who believe they perform above target
3. Sales Managers begrudgingly accept that a significant proportion (40-60%) of their sales
   team wont deliver on targets and rely on high performers to make up the difference.

     Opportunities
1.   Large opportunity for those managers who seek to address core performance issues
     within their teams.
2.   Accurate score-card analysis will allow sales managers to address core
     issues on sales target performance.
3.   Filtering processes during recruitment will enable behavioral issues which effect
     performance to be either filtered or managed through the employment life-cycle.
4.   Tailored coaching interventions will enable sales managers to address specific
     individual needs as opposed to a one-size fits all approach
|Section 2 – Market Awareness

Funnel Accuracy (Management View)




           75% of Sales Manager report sales Funnel is NOT accurate
|Section 2 – Market Awareness
Funnel Accuracy (Individual View)




                       55% of sales people view their funnel as accurate
| Section 2 – Market Awareness

Funnel Coverage (Management View)



                                    • 33% of Sales Managers have a funnel
                                      coverage of <3.
                                    • 15% Don’t know what funnel coverage
                                      they do have.
|Section 2 – Market Awareness

Funnel Coverage (Individual View)




                                    Majority of sales people believe they
                                    have better than a 3:1 funnel
                                    coverage
|Section 2 – Market Awareness
Win ratio (Management View)




                                      22% of Sales
                                      Managers Don’t know
                                      their win ratio.
| Section 2 – Market Awareness
Win ratio (individual View)




                                        82% of sales people
                                        believe their win ration is
                                        better than 3:1 or better
| Market Awareness Conclusions

Summary

• There is a massive discrepancy between the expectations of management
  and that of their sales people.
• Quick opportunities to track success leads to quick wins.
• Many organisations don’t know these metrics.
• Lack of adoption of CRM/OMS (eg SalesForce) is a primary cause.
• Lack of measurement.

Opportunities

• Understanding why adoption does/does not occur is key to driving behavior.
• Link data visibility to key motivators & want de-motivates.
• Focus on critical few.
| Section 3 – Behaviour
Sales Foundations – behaviours that are important to successful sales people.
Embracing Change

        Listening                                                                       Sales Managers want their
     Adaptability                              A weakness                               sales people to be more
                                               A somewhat strength
                                                                                        competent in all Sales
  Sales Resilience

                                               A strength
                                                                                        Foundations
      Sales Drive
                                               An outstanding strength
 Sales Confidence


                     0% 20% 40% 60% 80% 100%
                                                            Embracing Change


                         Current                                     Listening

                                                                 Adaptability                                Not essential
                                                                                                             Somewhat competent
                                                              Sales Resilience
                                                                                                             Competent
                                                                                                             Highly Competent
                                                                  Sales Drive

                                                             Sales Confidence


                                                                                 0%   20% 40% 60% 80% 100%


                                                                                        Desired
| Section 3 – Behaviour
Sales Cycle – Competencies that are required throughout the sales cycle.

 Managing and Growing:

 Satisfying the Customer:
                                                                                                 Sales Managers want their
        Closing the Sale:
                                                                                                 sales people to be more
             Presenting:
                                                     A weakness                                  competent in all parts of the
       Creating Options:
                                                     A somewhat strength                         Sales Cycle
                                                     A strength
         Building Desire:
                                                     An outstanding strength
        Making Contact:

     Developing a Game…
                                                                  Managing and Growing:
                            0% 20% 40% 60% 80%100%
                                                                  Satisfying the Customer:

                                                                         Closing the Sale:
                               Current
                                                                                                                      Not essential
                                                                              Presenting:
                                                                                                                      Somewhat competent
                                                                        Creating Options:
                                                                                                                      Competent
                                                                          Building Desire:
                                                                                                                      Highly Competent
                                                                         Making Contact:

                                                              Developing a Game Plan:

                                                                                             0% 20% 40% 60% 80%100%



                                                                                                   Desired
| Section 3 – Behaviour
What motivates




        Management                              Individual


                 Management views “recognition” as the biggest impact on
                 Motivation. For sales people this comes in 3rd.
|Section 3 – Behaviour

Energy




                                             Individual
           Management
                                  45% of Sales People are Not Energized
| Section 3 – Behaviour

Effects on Energy




           Management                          Individual

                                  Sales people rank “Landing Deals” as by far
                                  the most energizing part of their job
| Motivation and Energy Conclusion

Summary
•   There is a misalignment between what managers believe motivates sales
    individuals to perform and the actual reality of what drives them to perform.
•   Almost Half of all sales people are NOT energized.
•   Without understanding core motivation, incentive programs and commission
    structures become far less effective.
•   Sales people are demotivated by reporting (CRM) primary because they believe it
    will impact their target and autonomy.

Opportunities

• Once key drivers / motivators are understood, performance review / incentive
  programs can be tailored to drive performance.
• It is essential to understand what de-energizes individuals in order to effect
  behavior and performance.
• Research demonstrates a direct positive correlation between levels of
  motivation, behavior and performance.
| Recommendations



• Motivation drives behavior drives performance
• Current Recruitment practices are ineffective. Filter and
  assess for motivation, competency and behavior at all stages
  of the employment cycle.
• Undertake team analysis to determine they key drivers / de-
  energizers within your sales team.
• De-motivators & de-energizers can be addressed through
  tailored coaching interventions.
• Incremental shifts in energy and behavior lead to consistent
  incremental shifts in performance.
• Do not engage in training until you have undertaken base-line
  analysis at the individual level.
| Services


             Out sourced selection Services
             designed to improve candidate
             selection.

             Diagnose and evaluate sales team
             energy to enable higher levels
             of performance

             Tailored development solutions based
             on Competency & behavioral
             assessment.
| iGenium Candidate Scorecard
    1) Prioritise
   behaviours &
   competency
specific to the sales
        role.
                                                        2) Score
                                                      candidates
                                                        through
                                                       selection
                                                    process against
                                                       priorities.




                                                       3) Rank
                                                   candidates on
                                                      weighted
                                                    competency.




                                                   4) Understand
                                                      does and
                                                       doesn’t
                                                    motivate &
                                                      energise.
| iGenium Team Scorecard

 Diagnosis
 individual
behaviour &
   sales
competency

   Look for
 commonality
      in
development
requirements.


Determine
   what
motivates &
 energises.



    Map
performance
to behaviour
      &
competency
 assessment
| iGenium Mutual Motivation Point
| About the Authors

iGenium has one key vision; to enable organisations to create high performing sales teams that drive commercial success.
It is our ability to identify and develop the type of behaviour which leads to optimum performance that drives this success.
iGenium combines industry expertise with the science of motivation and performance to find and develop sales
professionals seen as leaders in their field. - Individuals who are perceived as trusted advisors with a fierce determination
to perform at the highest level. iGenium challenges industry norms by establishing the facts first. We commence each
client engagement with a discovery session which enables us to determine the current 'state of play'. Once we have
identified the core issues we can co-create solutions which hit the mark every time.

                  Peter has been involved in sales and marketing for over 20 years. Beginning his career as a Field Sales
                  Engineer, Peter spent many years selling engineered products to some of the world's largest industrial companies
                  such as BHP, Western Mining and Rio Tinto. After several years of field sales experience Peter was moved into
                  sales and product management.
                  Peter always had a passion for sales & technology and after 10 years of working in the engineering industry made
                  the transition to IT. Within (12) months Peter was appointed Sales Manager for BCA IT. After (4) years with BCA IT
                  Peter moved to Dell where he took on the role as National Sales Manager. In 2007, Peter joined Cisco to take over
                  one of Cisco's latest acquisitions, IronPort as National Sales Manager.
                  Peter has managed 100’s of sales people, attended thousands of sales calls, presented at numerous industry
                  forums and been involved in a considerable amount of sales strategy development.


                  Damian is passionate about helping others to realize their highest potential in the area of sales coaching and
                  human performance.
                  Drawing upon a background in behavioral psychology, he engages with individuals and teams to create long-term
                  sustainable change. Over the past 10 years he has advised leading financial institutions such as the Macquarie
                  Group and Commonwealth Bank on peak performance at both the interpersonal and organisational level. He has
                  developed coaching and performance models with members of the special forces and has run coaching programs
                  on behalf of 3 star Generals within the Australian Defence Forces.
                  He lectures to universities and leading business schools on executive coaching, change and performance. Damian
                  holds Post-Graduate Degrees in Business and Commerce and Masters Degrees in Organisational Change and
                  Business Leadership.

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I genium sales manager sales person survey results

  • 1.
  • 2. | Executive Summary Sales Teams are they Average at BEST? With over 40 years of experience in sales, marketing and behavioural science our experience demonstrates that sales teams rarely achieve the success they desire. Sales organisations talk about their unique “value proposition” and “differentiation” yet on average they grow at the same rate. Smaller organisations are more flexible and have the capacity to effectively articulate their value proposition but once they grow to a significant level, they lose this capacity. There are numerous reasons for this, eg financial restraints, operational capability, product development and market forces. However the primary reason that most managers explain this lack of growth capability is the due to sales teams performance. As you’ll see from the following report, Pareto’s principle (80/20 rule) applies to the majority of sales teams, that is 80% of sales comes from 20% of customers, or 80% of sales comes from 20% of their sales people. Within a sales team 20% are high performers, the rest are AVERAGE AT BEST. However, Sales People have a completely different point of view. So where’s the truth? Are sales people in the main “Average at best” or is it the in-effective systems such as: recruitment practices, sales process, strategy, messaging, incentive plans, products and managements capability to lead that cause this impact on performance? iGenium address these issues through undertaking baseline analysis of sales teams and developing coaching interventions to suit. We ask our customers a series of questions to determine the health of their sales teams providing our clients with significant opportunities to lift performance. These questions not only form a baseline but also enable us to determine areas to focus on how to really challenge the 80/20 principle. The most compelling evidence from the following slides is: 1) The significant discrepancy between Managements view of sales performance and that of Sales People. 2) Market awareness is a weakness when it comes to predictive sales performance. 3) A larger proportion of sales people are simply not “Energised” to perform in their roles. We see real opportunities to those sales teams who choose to address these core issues and seek to challenge the 80/20 rule to their favour . The content provided in this document is the property of iGenium Pty Ltd. All rights reserved.
  • 3. | Section 1 - Performance Proficiency (Management View) Sales Team Proficiency - What % of your sales people would you categorise into the following three levels of proficiency? 50 40 30 20 10 0 Highly Capable: Proficient, requires Capable: Requires supervision and Building Capability: Requires significant little to no supervision to get the job support to get the job done supervision and support to get the job done done ~70% of sales people require ongoing management
  • 4. | Section 1 - Performance Proficiency (Individual View)
  • 5. | Section 1 - Performance Target Performance - (Management View) Sales Team Target Performance - What percentage of your sales people would you categorise into the following three levels of target performance? 45.00 40.00 35.00 30.00 25.00 20.00 15.00 10.00 5.00 .00 Consistently achieves above target Consistently achieves between 80% - 100% of Consistently performs below 80% of target target 80% of sales people regularly achieve < their sales target
  • 6. | Section 1 - Performance Target Performance - (Individual View)
  • 7. |Performance - Conclusions Summary 1. Managers view their sales teams as significantly less capable than sales individuals view themselves. 2. Sales managers believe that only 18% of their team perform above target vs 85% of sales individuals who believe they perform above target 3. Sales Managers begrudgingly accept that a significant proportion (40-60%) of their sales team wont deliver on targets and rely on high performers to make up the difference. Opportunities 1. Large opportunity for those managers who seek to address core performance issues within their teams. 2. Accurate score-card analysis will allow sales managers to address core issues on sales target performance. 3. Filtering processes during recruitment will enable behavioral issues which effect performance to be either filtered or managed through the employment life-cycle. 4. Tailored coaching interventions will enable sales managers to address specific individual needs as opposed to a one-size fits all approach
  • 8. |Section 2 – Market Awareness Funnel Accuracy (Management View) 75% of Sales Manager report sales Funnel is NOT accurate
  • 9. |Section 2 – Market Awareness Funnel Accuracy (Individual View) 55% of sales people view their funnel as accurate
  • 10. | Section 2 – Market Awareness Funnel Coverage (Management View) • 33% of Sales Managers have a funnel coverage of <3. • 15% Don’t know what funnel coverage they do have.
  • 11. |Section 2 – Market Awareness Funnel Coverage (Individual View) Majority of sales people believe they have better than a 3:1 funnel coverage
  • 12. |Section 2 – Market Awareness Win ratio (Management View) 22% of Sales Managers Don’t know their win ratio.
  • 13. | Section 2 – Market Awareness Win ratio (individual View) 82% of sales people believe their win ration is better than 3:1 or better
  • 14. | Market Awareness Conclusions Summary • There is a massive discrepancy between the expectations of management and that of their sales people. • Quick opportunities to track success leads to quick wins. • Many organisations don’t know these metrics. • Lack of adoption of CRM/OMS (eg SalesForce) is a primary cause. • Lack of measurement. Opportunities • Understanding why adoption does/does not occur is key to driving behavior. • Link data visibility to key motivators & want de-motivates. • Focus on critical few.
  • 15. | Section 3 – Behaviour Sales Foundations – behaviours that are important to successful sales people. Embracing Change Listening Sales Managers want their Adaptability A weakness sales people to be more A somewhat strength competent in all Sales Sales Resilience A strength Foundations Sales Drive An outstanding strength Sales Confidence 0% 20% 40% 60% 80% 100% Embracing Change Current Listening Adaptability Not essential Somewhat competent Sales Resilience Competent Highly Competent Sales Drive Sales Confidence 0% 20% 40% 60% 80% 100% Desired
  • 16. | Section 3 – Behaviour Sales Cycle – Competencies that are required throughout the sales cycle. Managing and Growing: Satisfying the Customer: Sales Managers want their Closing the Sale: sales people to be more Presenting: A weakness competent in all parts of the Creating Options: A somewhat strength Sales Cycle A strength Building Desire: An outstanding strength Making Contact: Developing a Game… Managing and Growing: 0% 20% 40% 60% 80%100% Satisfying the Customer: Closing the Sale: Current Not essential Presenting: Somewhat competent Creating Options: Competent Building Desire: Highly Competent Making Contact: Developing a Game Plan: 0% 20% 40% 60% 80%100% Desired
  • 17. | Section 3 – Behaviour What motivates Management Individual Management views “recognition” as the biggest impact on Motivation. For sales people this comes in 3rd.
  • 18. |Section 3 – Behaviour Energy Individual Management 45% of Sales People are Not Energized
  • 19. | Section 3 – Behaviour Effects on Energy Management Individual Sales people rank “Landing Deals” as by far the most energizing part of their job
  • 20. | Motivation and Energy Conclusion Summary • There is a misalignment between what managers believe motivates sales individuals to perform and the actual reality of what drives them to perform. • Almost Half of all sales people are NOT energized. • Without understanding core motivation, incentive programs and commission structures become far less effective. • Sales people are demotivated by reporting (CRM) primary because they believe it will impact their target and autonomy. Opportunities • Once key drivers / motivators are understood, performance review / incentive programs can be tailored to drive performance. • It is essential to understand what de-energizes individuals in order to effect behavior and performance. • Research demonstrates a direct positive correlation between levels of motivation, behavior and performance.
  • 21. | Recommendations • Motivation drives behavior drives performance • Current Recruitment practices are ineffective. Filter and assess for motivation, competency and behavior at all stages of the employment cycle. • Undertake team analysis to determine they key drivers / de- energizers within your sales team. • De-motivators & de-energizers can be addressed through tailored coaching interventions. • Incremental shifts in energy and behavior lead to consistent incremental shifts in performance. • Do not engage in training until you have undertaken base-line analysis at the individual level.
  • 22. | Services Out sourced selection Services designed to improve candidate selection. Diagnose and evaluate sales team energy to enable higher levels of performance Tailored development solutions based on Competency & behavioral assessment.
  • 23. | iGenium Candidate Scorecard 1) Prioritise behaviours & competency specific to the sales role. 2) Score candidates through selection process against priorities. 3) Rank candidates on weighted competency. 4) Understand does and doesn’t motivate & energise.
  • 24. | iGenium Team Scorecard Diagnosis individual behaviour & sales competency Look for commonality in development requirements. Determine what motivates & energises. Map performance to behaviour & competency assessment
  • 25. | iGenium Mutual Motivation Point
  • 26. | About the Authors iGenium has one key vision; to enable organisations to create high performing sales teams that drive commercial success. It is our ability to identify and develop the type of behaviour which leads to optimum performance that drives this success. iGenium combines industry expertise with the science of motivation and performance to find and develop sales professionals seen as leaders in their field. - Individuals who are perceived as trusted advisors with a fierce determination to perform at the highest level. iGenium challenges industry norms by establishing the facts first. We commence each client engagement with a discovery session which enables us to determine the current 'state of play'. Once we have identified the core issues we can co-create solutions which hit the mark every time. Peter has been involved in sales and marketing for over 20 years. Beginning his career as a Field Sales Engineer, Peter spent many years selling engineered products to some of the world's largest industrial companies such as BHP, Western Mining and Rio Tinto. After several years of field sales experience Peter was moved into sales and product management. Peter always had a passion for sales & technology and after 10 years of working in the engineering industry made the transition to IT. Within (12) months Peter was appointed Sales Manager for BCA IT. After (4) years with BCA IT Peter moved to Dell where he took on the role as National Sales Manager. In 2007, Peter joined Cisco to take over one of Cisco's latest acquisitions, IronPort as National Sales Manager. Peter has managed 100’s of sales people, attended thousands of sales calls, presented at numerous industry forums and been involved in a considerable amount of sales strategy development. Damian is passionate about helping others to realize their highest potential in the area of sales coaching and human performance. Drawing upon a background in behavioral psychology, he engages with individuals and teams to create long-term sustainable change. Over the past 10 years he has advised leading financial institutions such as the Macquarie Group and Commonwealth Bank on peak performance at both the interpersonal and organisational level. He has developed coaching and performance models with members of the special forces and has run coaching programs on behalf of 3 star Generals within the Australian Defence Forces. He lectures to universities and leading business schools on executive coaching, change and performance. Damian holds Post-Graduate Degrees in Business and Commerce and Masters Degrees in Organisational Change and Business Leadership.