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Supporting Your SMB Sales Team
with Content
May 25, 2017
Bredin
www.bredin.com
617-945-9733
Increasing Sales to SMBs
2
Insight  Lead Gen  Content  Sales Support
• 2017 SMB business outlook
• Information sources for awareness, research and purchase
• How and when SMBs want to engage with a salesperson
• How, and how often, SMBs want to hear from a salesperson
• What SMBs want in your sales content
• How to accelerate a sale
• Sales content ratings for 72 leading SMB marketers
3
Research Objective
Help marketers support their SMB
sales colleagues through content
Methodology
How
• 15-minute online survey
Who
• 386 principals of U.S. companies with <500 employees (5%+/- CI)
• 137 with <20 employees (97.7% weighting)
• 149 with 20-99 employees (1.9% weighting)
• 100 with 100-500 employees (.3% weighting)
• Any industry
• See slides 39-43 for participant demographics
When
• March 31 – April 8, 2017
1
2
3
4
Detailed Results
6
2017 Business Outlook
What is your revenue outlook for 2017, compared to 2016?
More ¾ of SMBs with 20+ employees expect to grow in 2017
59%
46%
26%
29%
35%
20%
10%
17%
38%
0%
1%
10%
1%
1%
6%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
100-500
20-99
1-19
Up by 10% or more Up, by less than 10% Same as 2016 Down, by less than 10% Down by 10% or more
n=137*
n=149*
n=100*
*unweighted
26% 20% 37% 10% 6%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
General
n=386
After we first learn about a product or service
On an ongoing basis, for example via
occasional calls or emails
Once we are considering purchasing a product
or service
Once we are ready to purchase a product or
service
0% 10% 20% 30% 40% 50% 60% 70%7
Salesperson Contact Preference
On a scale of 1 (do not want at all) to 5 (want very much), please rate when you want to hear from
a salesperson:
In general, SMBs prefer to hear from a salesperson when they are ready to make a purchase
n=384
Top-two box
After we first learn about a product or service
On an ongoing basis, for example via
occasional calls or emails
Once we are considering purchasing a product
or service
Once we are ready to purchase a product or
service
0% 10% 20% 30% 40% 50% 60% 70% 80%
1-19 20-99 100-5008
Salesperson Contact Preference: Company Size
On a scale of 1 (do not want at all) to 5 (want very much), please rate when you want to hear from
a salesperson:
Larger SMBs want to hear from a salesperson early in the buying process
n=384
Top-two box
unweighted
Ranking options
Selecting a specific solution (e.g., a particular
model or configuration)
Researching solutions
Defining requirements
Comparing features and pricing
0% 10% 20% 30% 40% 50% 60% 70% 80%9
Salesperson Intercept
As a general rule, when you’re assessing products and services for your business, what aspects of
a purchasing decision have you already completed before you want to speak with a salesperson?
(select all that apply)
SMBs want the most help selecting a specific solution, and ranking options, from a salesperson
n=379
Instagram
Outdoor billboard or signage
Audio podcast
Radio
Infographic
Twitter
Interactive tool
Case study
eBook / guide / handbook
Pinterest
Blog
Banner / display ad
Checklist / worksheet
Research report
Press release
One-off email
External / third-party consultant
White paper
Forum or discussion board
YouTube
LinkedIn
Analyst report
Webinar / webcast
Print newsletter
In-house staff
TV
Facebook
Email newsletter
Article
Postcard, letter or catalog in the mail
Newspaper / magazine (print or online)
Video on vendor’s website
Call or meeting with vendor sales representative
Resources section of a vendor’s website
Online review
Event or trade show
Peer / colleague
Product section of vendor’s website
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%10
Product Awareness
On a scale of 1 (very unlikely) to 5 (very likely), please rate how likely you are to first learn about
products or services for your business via each of these specific sources / content formats.
SMBs are most likely to learn about new offerings on the product section of a vendor’s website
n=385
Top-two box
Instagram
Outdoor billboard or signage
Audio podcast
Infographic
Radio
Twitter
Case study
eBook / guide / handbook
Interactive tool
Blog
Pinterest
Banner / display ad
Checklist / worksheet
Research report
Press release
External / third-party consultant
Forum or discussion board
One-off email
White paper
Analyst report
LinkedIn
YouTube
Webinar / webcast
In-house staff
Print newsletter
TV
Facebook
Article
Email newsletter
Postcard, letter or catalog in the mail
Newspaper / magazine (print or online)
Video on vendor’s website
Call or meeting with vendor sales representative
Resources section of a vendor’s website
Event or trade show
Online review
Peer / colleague
Product section of vendor’s website
0% 10% 20% 30% 40% 50% 60% 70% 80%
1-19 20-99 100-500
11
Product Awareness: Company Size
On a scale of 1 (very unlikely) to 5 (very likely), please rate how likely you are to first learn about
products or services for your business via each of these specific sources / content formats.
…but awareness sources vary by company size
n=385
Top-two box
unweighted
Instagram
Outdoor billboard or signage
Audio podcast
Radio
Infographic
Twitter
Interactive tool
Case study
eBook / guide / handbook
Pinterest
Blog
Banner / display ad
Checklist / worksheet
Research report
Press release
One-off email
External / third-party consultant
White paper
Forum or discussion board
YouTube
LinkedIn
Analyst report
Webinar / webcast
Print newsletter
In-house staff
TV
Facebook
Email newsletter
Article
Postcard, letter or catalog in the mail
Newspaper / magazine (print or online)
Video on vendor’s website
Call or meeting with vendor sales representative
Resources section of a vendor’s website
Online review
Event or trade show
Peer / colleague
Product section of vendor’s website
0% 10% 20% 30% 40% 50% 60%
18-34 35-49 50+
12
Product Awareness: Respondent Age
On a scale of 1 (very unlikely) to 5 (very likely), please rate how likely you are to first learn about
products or services for your business via each of these specific sources / content formats.
…and by the individual’s age
n=385
Top-two box
Product Research: Company Size
On a scale of 1 (very unlikely) to 5 (very likely), please rate how likely you are to use each of these
sources / content formats when you are researching products or services for your business.
Search is the most important source of research information for SMBs <100 employees
Instagram
Outdoor billboard or signage
Audio podcast
Blog
Infographic
Pinterest
Banner / display ad
Twitter
eBook / guide / handbook
Radio
Checklist / worksheet
Press release
Interactive tool
Forum or discussion board
Case study
Analyst report
LinkedIn
TV
White paper
One-off email
External / third-party consultant
Webinar / webcast
Research report
YouTube
Facebook
Print newsletter
Newspaper / magazine (print or online)
Email newsletter
Article
Video on vendor’s website
In-house staff
Postcard, letter or catalog in the mail
Call or meeting with a vendor sales representative
Event or trade show
Resources section of a vendor’s website
Online review
Product section of a vendor’s website
Peer / colleague
Search
0% 10% 20% 30% 40% 50% 60% 70% 80%
1-19 20-99 100-500
n=384
Top-two box
unweighted
13
Infographic
Radio
Press release
Banner / display ad
Instagram
Pinterest
Twitter
Audio podcast
Outdoor billboard or signage
LinkedIn
Blog
One-off email
Interactive tool
Facebook
eBook / guide / handbook
TV
White paper
Webinar / webcast
Forum or discussion board
Print newsletter
Case study
Checklist / worksheet
Postcard, letter or catalog in the mail
Email newsletter
YouTube
Newspaper / magazine (print or online)
External / third-party consultant
Article
Analyst report
In-house staff
Research report
Video on vendor’s website
Resource section of a vendor’s website
Online review
Event or trade show
Peer / colleague
Search
Call or meeting with vendor sales representative
Product section of a vendor’s website
0% 10% 20% 30% 40% 50% 60% 70%
1-19 20-99 100-500
On the same scale, please rate how likely you are to use each of these sources / content formats
to make a final purchase decision on products or services for your business.
A salesperson is the most important purchase influencer for SMBs with 20-99 employees…
n=383
Top-two box
unweighted
14
Purchase Decision: Company Size
Infographic
Radio
Press release
Banner / display ad
Instagram
Pinterest
Twitter
Audio podcast
Outdoor billboard or signage
LinkedIn
Blog
One-off email
Interactive tool
Facebook
eBook / guide / handbook
TV
White paper
Webinar / webcast
Forum or discussion board
Print newsletter
Case study
Checklist / worksheet
Postcard, letter or catalog in the mail
Email newsletter
YouTube
Newspaper / magazine (print or online)
External / third-party consultant
Article
Analyst report
In-house staff
Research report
Video on vendor’s website
Resource section of a vendor’s website
Online review
Event or trade show
Peer / colleague
Search
Call or meeting with vendor sales representative
Product section of a vendor’s website
0% 10% 20% 30% 40% 50% 60%
18-34 35-49 50+
15
Purchase Decision: Respondent Age
On the same scale, please rate how likely you are to use each of these sources / content formats
to make a final purchase decision on products or services for your business.
…and for Millennials and Boomers…
n=383
Top-two box
Purchase Decision: 2017 Business Outlook
On the same scale, please rate how likely you are to use each of these sources / content formats
to make a final purchase decision on products or services for your business.
…and for slow-growth companies
Infographic
Radio
Press release
Banner / display ad
Instagram
Pinterest
Twitter
Audio podcast
Outdoor billboard or signage
LinkedIn
Blog
One-off email
Interactive tool
Facebook
eBook / guide / handbook
TV
White paper
Webinar / webcast
Forum or discussion board
Print newsletter
Case study
Checklist / worksheet
Postcard, letter or catalog in the mail
Email newsletter
YouTube
Newspaper / magazine (print or online)
External / third-party consultant
Article
Analyst report
In-house staff
Research report
Video on vendor’s website
Resource section of a vendor’s website
Online review
Event or trade show
Peer / colleague
Search
Call or meeting with vendor sales representative
Product section of a vendor’s website
0% 10% 20% 30% 40% 50%
No growth Slow growth Fast growth
n=383
Top-two box
16
Call or meeting with vendor sales representative
Product section of a vendor's website
Resource section of a vendor's website
Online review
Video on vendor website
Research report
Search
Analyst report
Case study
Interactive tool
Checklist / worksheet
Webinar / webcast
Event or trade show
eBook / guide / handbook
Forum or discussion board
Article
White paper
In-house staff
Peer / colleague
Email newsletter
Postcard, letter or catalog in the mail
YouTube
Newspaper / magazine (print or online)
Print newsletter
One-off email
Blog
Infographic
Press release
Audio podcast
Facebook
TV
Pinterest
LinkedIn
Outdoor billboard or signage
Banner / display ad
Radio
Instagram
Twitter
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Awareness Research Purchase
17
Purchase Cycle
For each of the
sources / content
formats below, please
select the stage in the
purchase cycle –
awareness (i.e.,
where you first learn
about a product or
service), research
(i.e., investigation /
evaluation) or
purchase (i.e., make
a final purchase
decision) – where you
are most likely to use
that source / content
format.
SMBs see the
salesperson as most
important for the
purchase stage
n=varies
White paper
Handbook or guide on a business management
topic, like how to get new customers
Customer stories or case studies
Research report
Checklist or worksheet to determine the right
configuration or option for your needs
Sheets or brochures describing the product or
service
0% 10% 20% 30% 40% 50% 60% 70% 80%
1-19 20-99 100-50018
Print Materials: Company Size
When you meet with a salesperson to discuss a product or service for your business, on a scale
of 1 (do not like at all) to 5 (like very much), please rate how much you like each of these kinds
of print materials they might review with you.
Print material preference varies by company size
n=382
Top-two box
unweighted
Video on a business management topic, like
how to get new customers
Video presenting customer stories or case
studies
Presentation featuring customer stories or
case studies
Presentation (like a PowerPoint) on product
features and benefits
Interactive tool to determine the right product
configuration for your needs
Video describing the product features and
benefits
Instant quote / order confirmation with
specifications, costs, delivery timing, etc.
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
1-19 20-99 100-50019
PC, Tablet or Laptop Materials: Company Size
On the same scale, please rate how much you like each of these kinds of materials a salesperson
might review with you on a PC, tablet or laptop.
SMBs universally prefer an instant quote tool
n=373
unweighted
Format Preference by Industry
Which is the one content format you would like most when you are meeting with a salesperson
from each of these industries? It can be printed material, or presented on the salesperson’s PC or
tablet. Please pick one for each industry.
Analystreport
Casestudies/customer
stories/testimonials
Checklistorworksheetto
determinetheright
configurationoroptionfor
yourneeds
eBook/guide/handbookon
commonbusiness
challenges
Instantquote/order
confirmationwith
specifications,costs,
deliverytiming,etc.
Interactiveproduct
configurator
Presentationorvideo
describingtheproductor
service
Presentationorvideo
presentingcustomerstories
orcasestudies
Researchreport
Sellsheets/product
brochure
Airlines 3% 8% 9% 0% 35% 6% 8% 6% 9% 16%
Alternative / online lenders 10% 8% 16% 2% 21% 6% 5% 7% 9% 15%
Cellphone / smartphone handset
manufacturers
3% 11% 17% 4% 27% 3% 9% 4% 7% 16%
Cellphone service providers 3% 8% 20% 1% 28% 6% 6% 3% 10% 14%
Credit card companies 5% 8% 17% 2% 18% 3% 6% 3% 14% 24%
Credit unions 7% 10% 18% 3% 17% 2% 5% 4% 14% 21%
Employee recruiting services / temp agencies 7% 15% 22% 2% 13% 5% 6% 7% 13% 10%
Energy (gas, electricity) companies 6% 8% 14% 2% 31% 3% 6% 4% 9% 16%
Hotels 3% 7% 10% 3% 33% 5% 11% 7% 6% 17%
Insurance companies 6% 7% 18% 3% 24% 6% 6% 2% 7% 21%
Internet access providers / website hosts 10% 7% 15% 3% 23% 8% 9% 2% 9% 14%
Local / community banks 6% 7% 26% 4% 15% 5% 6% 4% 6% 20%
Local / long distance phone company/ies 3% 7% 16% 3% 32% 8% 4% 2% 7% 16%
Format Preference by Industry (continued)
Which is the one content format you would like most when you are meeting with a salesperson
from each of these industries? It can be printed material, or presented on the salesperson's PC or
tablet. Please pick one for each industry.
Analystreport
Casestudies/customer
stories/testimonials
Checklistorworksheetto
determinetheright
configurationoroptionfor
yourneeds
eBook/guide/handbookon
commonbusiness
challenges
Instantquote/order
confirmationwith
specifications,costs,
deliverytiming,etc.
Interactiveproduct
configurator
Presentationorvideo
describingtheproductor
service
Presentationorvideo
presentingcustomerstories
orcasestudies
Researchreport
Sellsheets/product
brochure
Local technology solution providers 7% 4% 16% 2% 20% 8% 8% 4% 14% 16%
Marketing services 6% 14% 13% 3% 19% 5% 10% 3% 11% 15%
Mutual fund companies 15% 14% 14% 2% 11% 5% 6% 6% 12% 16%
National / regional banks 6% 10% 24% 5% 14% 8% 5% 3% 6% 18%
Office supply stores / print centers 4% 9% 10% 1% 25% 6% 6% 2% 5% 31%
Overnight package delivery companies 5% 8% 13% 2% 36% 1% 6% 3% 7% 20%
Payroll service providers 4% 8% 23% 3% 19% 8% 7% 4% 9% 14%
Rental car companies 3% 10% 11% 5% 34% 3% 3% 2% 10% 20%
Retirement plan providers 10% 8% 20% 3% 11% 9% 5% 3% 17% 13%
Social media companies 3% 21% 10% 3% 11% 7% 18% 6% 9% 11%
Software companies 10% 7% 17% 3% 19% 7% 11% 1% 11% 15%
Technology hardware manufacturers 3% 4% 24% 2% 17% 4% 6% 8% 11% 22%
Instagram
Pinterest
Online forum
Twitter
Facebook
YouTube
LinkedIn
By text
Email newsletter
By email
I prefer to reach out to them as needed
0% 10% 20% 30% 40% 50% 60% 70%
1-19 20-99 100-50022
Lead Nurture Format: Company Size
Once you’ve connected with a salesperson, but before you make a purchase decision, how do you
want to stay in touch with them? Please rank from most preferred (top) to least preferred (bottom).
SMBs generally prefer email nurture
n=380
Top-two rank
unweighted
Pinterest
Instagram
Online forum
Twitter
YouTube
Facebook
LinkedIn
Email newsletter
By text
By email
I prefer to reach out to them as needed
0% 10% 20% 30% 40% 50% 60% 70% 80%
18-34 35-49 50+23
Lead Nurture Format: Respondent Age
Once you’ve connected with a salesperson, but before you make a purchase decision, how do you
want to stay in touch with them? Please rank from most preferred (top) to least preferred (bottom)
Email preference correlates strongly with age
n=380
Top-two rank
I prefer to reach out to
them as needed
Once a year
Once every six months
Once every three months
Once a month
Once a week
0% 10% 20% 30% 40% 50%
1-19 20-99 100-50024
Lead Nurture Frequency: Company Size
How often do you want to hear from a salesperson while you are evaluating a product or service for
your business?
SMBs with >20 employees are very open to frequent contact
n=380
unweighted
Instagram
YouTube
Facebook
Pinterest
Twitter
LinkedIn
Online forum
Email newsletter
By text
By email
I prefer to reach out to them as needed
0% 10% 20% 30% 40% 50% 60% 70%
1-19 20-99 100-50025
Customer Contact Format: Company Size
Once you’ve made a purchase, how do you want to stay in touch with the vendor salesperson?
Please rank from most preferred (top) to least preferred (bottom)
SMBs who want to keep in touch with a salesperson generally prefer email
n=377
Top-two rank
unweighted
I prefer to reach out to
them as needed
Once a year
Once every six months
Once every three months
Once a month
Once a week
0% 10% 20% 30% 40% 50%
1-19 20-99 100-50026
Customer Contact Frequency: Company Size
How often do you want to hear from the vendor salesperson once you have made a product or
service purchase?
SMBs with >20 employees are open to frequent contact
n=380
unweighted
Their knowledge of the business challenges
that keep you up at night
Personalized customer service
The quality of the sales materials they provide
Their ability to describe the benefits of their
product or service to my business
0% 10% 20% 30% 40% 50% 60% 70%27
Aspects of Sales Interactions
On a scale of 1 (not at all important) to 5 (very important), please rate each of these aspects of
interaction with a salesperson:
Presenting the benefits of your offerings, via high-quality materials, is very important to SMBs
n=381
Top-two box
Interactive (e.g. a quiz, calculator or configurator)
Long (i.e. provides in-depth product / service information)
Tailored to my role
Personalized
Tailored to companies the same size as mine
Professionally-designed
In a format I prefer
Short (i.e. a quick read / view)
Provides an offer, like a discount or free trial
Well-written
Tailored to my industry
Doesn’t do a hard sell
Provides clear product / service description
Provides clear product / service benefits
Its quality / value
Easy to understand
Provides clear product / service pricing
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
1-19 20-99 100-50028
Aspects of Sales Materials: Company Size
On a scale of 1 (not at all important) to 5 (very important), please rate each of these aspects of
sales materials a salesperson might provide:
Clear pricing is most important to VSBs and larger SMBs; mid-size want easy, clear benefits
n=381
Top-two box
unweighted
Accelerating the Sale
On a scale of 1 (very unlikely) to 5 (very likely), please rate how likely each of these specific
salesperson communications is to get you to buy a product or service you’re considering for your
business faster than you otherwise might have.
Special offers, and salesperson meetings / calls, work best to expedite a sale
Email linking to a case study
Email linking to content like a white
paper or research report
Email newsletter
Email linking to a favorable review
Postcard, letter or catalog in the mail
Call from salesperson
Meeting with salesperson
Email with special promotion or offer
0% 10% 20% 30% 40% 50% 60% 70%
n=378
Top-two box
weighted
29
LinkedIn
Groupon
American Express OPEN
Sam's Club
Capital One
GoDaddy
Citibank
Chase Bank
Apple
Adobe
AT&T
eBay
Facebook
Intuit / QuickBooks
Office Depot / OfficeMax
Dell
Google
HP
FedEx
Staples
PayPal
Microsoft
0% 10% 20% 30% 40% 50% 60%
5 (very useful / valuable) 4 3 (somewhat useful / valuable)
30
Quality of Sales Materials
On a scale of 1 (not at all useful / valuable) to 5 (very useful / valuable), how would you rate
the sales materials of each of these companies?
Microsoft is perceived as having the best sales materials
n=varies
Top-three box
Fifth Third Bank
Deluxe
Commerce Bank
PNC Bank
Salesforce.com
Lending Club
Paychex
Oracle
Charles Schwab
ADP
Comcast
Lenovo
Cisco
Spectrum / Charter
Sprint
Symantec
Fidelity Investments
Bank of America
IBM
Sony
0% 10% 20% 30% 40% 50% 60%
5 (very useful / valuable) 4 3 (somewhat useful / valuable)
31
Quality of Sales Materials (continued)
On a scale of 1 (not at all useful / valuable) to 5 (very useful / valuable), how would you rate the
sales materials of each of these companies?
There is no clear grouping of sales material effectiveness by industry
n=varies
Top-three box
First Tennessee
CAN Capital
OnDeck
BBVA Compass
Hiscox
Comerica
Citizens Bank
Silicon Valley Bank
Optimum / Cablevision
Hubspot
Cox
Constant Contact
SAP
Marketo
KeyBank
BB&T
Mailchimp
SunTrust Bank
Regions Bank
CenturyLink
0% 10% 20% 30% 40% 50% 60%
5 (very useful / valuable) 4 3 (somewhat useful / valuable)
32
Quality of Sales Materials (continued)
On a scale of 1 (not at all useful / valuable) to 5 (very useful / valuable), how would you rate the
sales materials of each of these companies?
Regional and emerging brands suffer from relatively low awareness
n=varies
Top-three box
33
Developing Effective SMB Sales Content: Qualitative
Support the entire sales cycle, esp. for larger SMBs
• Email
• Social
Have a range of sales materials
• Product (ideally aligned by industry preference, e.g. checklists for banks)
• Advisory, esp. for larger SMBs
Provide interactivity for customization
• Tailored product configuration
• Instant pricing, delivery timing etc.
1
2
3
4
Be sure your materials are compelling
• Clear benefits and pricing
• Easy to understand
Enable your sales team
• Ensure they can articulate industry-specific benefits
• Provide them with email copy, and other collateral to share as needed
• Support their ability to provide a consultative sale
5
• Partner with sales to develop strategy
o Ideal lead
o Key competitive advantages
o Objections and responses
o Content preferences: internal and prospect / customer-facing
• Execution
Buying Step
Role of Marketing:
DEMAND CREATION
Role of Sales: DEMAND
FULFILLMENT
Sales Support Activities / Materials
Awareness Generate awareness
through integrated
ongoing campaigns
Provide feedback to marketing
on program performance
Generate awareness through:
• Mass / social media
• Referral program
• Events
• Email
Lead Gen Develop targeted content Qualify / nurture leads • Survey-driven content and PR campaign;
research reports
• Video
• Webcasts
• White papers
• Articles and blog posts
• Search
• Display
• Direct mail
34
Developing Effective SMB Sales Content: Process
Buying Step
Role of Marketing: DEMAND
CREATION
Role of Sales: DEMAND
FULFILLMENT
Sales Support Activities / Materials
Meetings Help prospects decide which solution is
the best fit
Qualify sales-worthy leads
Nurture qualified leads that aren’t ready
to buy
Position company selectively with
desirable target audiences to be a ‘top
three’ contender
Engage ONLY if lead is
qualified
Clearly convey value
proposition
Orchestrate the agendas of
executives critical to the
decision
• Consultative questions
• Pitchbook
• Lead summary with qualification info
• Call scripts / talking points
• Intranet, microsite or secure site to manage
sales dialogue and content
• Industry-specific collateral
• Presentations
• Pre-written emails for sales reps to modify
and send
• Value-added experiences to build
relationships
• Solutions content
• Executive letters
Proposals Make it easy for sales team to generate
proposals
Probe for top three to five
requirements that will assure a
win
• Concise, top-shelf written proposals
• Scripts for proposal presentation
• Suggested experiential support
(entertainment, personalized ‘thank you’ gifts,
etc.)
Nurture • Make it easy for sales rep to send
emails
• Automate process as much as
possible
Execute nurture plan
• Maintain contact lists
• Make calls
• Send emails
• Post social media content
• Call scripts
• Templatized emails
• Social media “nuggets”
Internal • Make it easy for the sales team to find content on your intranet. Organize it by segment, pain point and sales stage
• Keep the content current; provide a wide range of formats
• Involve sales in campaign concepting and development; educate them on the use of all pieces
• Provide industry education – buyer needs, trends, economic / technological / regulatory overview etc.
• Continually monitor program results and review the process with Sales
35
Developing Effective SMB Sales Content: Process
How Bredin Can Help
36
• Strategy: Program plans, creative brief, ed
cal
• Creation: Original, unique, actionable
• Exclusive SMB focus
• Strategic: Product and market strategy
support; personas
• Promotional: Original data to support high-
value content creation
Content
Research
For More Information
37
Stu Richards, CEO
stu@bredin.com
Twitter: @BredinInc
✔
✔
✔ Email me for a copy of this report
Get the full report at bit.ly/2rleyQZ
Join me for our next Fastcast, Engaging SMBs via Social Media, at
2pmE on Thursday June 22
Sample Characteristics
Sample Characteristics
Owner, Founder, Manager, Partner, CxO, etc.
100%Title Principal
39
Industry
PS: Educational services, Finance & insurance, Health care
& social assistance, Information technology, Management of
companies & enterprises, Professional services
RW: Accommodation & food service, Arts, Entertainment &
recreation, Real estate, rental & leasing, Retail trade,
Transportation & warehousing, Wholesale Trade
M: Construction, Manufacturing, Mining, Scientific &
technical services, Utilities
Other: Administrative, support, waste management &
remediation service, Other services (except public
administration)
n=386
n=386
35%
33%
24%
8%
51%
49% Male
Female
26%
38%
36% 18-34
35-49
50+
40
Age
Gender
n=386
n=379
Sample Characteristics
26%
32%
42% 0 to 5 Years
6 to 10 Years
10+ Years
35%
39%
26% 1-19 Employees
20-99 Employees
100-500 Employees
41
Company Size
Years in Business
n=386
n=382
Sample Characteristics
42%
28%
23%
4% 3%
Up by 10% or more
Up, by less than 10%
Same as 2016
Down, by less than 10%
Down by 10% or more
42
2017 Revenue Growth
n=386
2016 Revenue
38%
16%
46%
Less than $500k
$500k to $999k
$1M+
n=385
Sample Characteristics
43
Region
n=385
Midwest
19%
West
23%
South
37%
Northeast
21%
Sample Characteristics
Thank You

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Bredin Fastcast: Supporting Your SMB Sales Team with Content

  • 1. Supporting Your SMB Sales Team with Content May 25, 2017 Bredin www.bredin.com 617-945-9733
  • 2. Increasing Sales to SMBs 2 Insight  Lead Gen  Content  Sales Support
  • 3. • 2017 SMB business outlook • Information sources for awareness, research and purchase • How and when SMBs want to engage with a salesperson • How, and how often, SMBs want to hear from a salesperson • What SMBs want in your sales content • How to accelerate a sale • Sales content ratings for 72 leading SMB marketers 3 Research Objective Help marketers support their SMB sales colleagues through content
  • 4. Methodology How • 15-minute online survey Who • 386 principals of U.S. companies with <500 employees (5%+/- CI) • 137 with <20 employees (97.7% weighting) • 149 with 20-99 employees (1.9% weighting) • 100 with 100-500 employees (.3% weighting) • Any industry • See slides 39-43 for participant demographics When • March 31 – April 8, 2017 1 2 3 4
  • 6. 6 2017 Business Outlook What is your revenue outlook for 2017, compared to 2016? More ¾ of SMBs with 20+ employees expect to grow in 2017 59% 46% 26% 29% 35% 20% 10% 17% 38% 0% 1% 10% 1% 1% 6% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 100-500 20-99 1-19 Up by 10% or more Up, by less than 10% Same as 2016 Down, by less than 10% Down by 10% or more n=137* n=149* n=100* *unweighted 26% 20% 37% 10% 6% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% General n=386
  • 7. After we first learn about a product or service On an ongoing basis, for example via occasional calls or emails Once we are considering purchasing a product or service Once we are ready to purchase a product or service 0% 10% 20% 30% 40% 50% 60% 70%7 Salesperson Contact Preference On a scale of 1 (do not want at all) to 5 (want very much), please rate when you want to hear from a salesperson: In general, SMBs prefer to hear from a salesperson when they are ready to make a purchase n=384 Top-two box
  • 8. After we first learn about a product or service On an ongoing basis, for example via occasional calls or emails Once we are considering purchasing a product or service Once we are ready to purchase a product or service 0% 10% 20% 30% 40% 50% 60% 70% 80% 1-19 20-99 100-5008 Salesperson Contact Preference: Company Size On a scale of 1 (do not want at all) to 5 (want very much), please rate when you want to hear from a salesperson: Larger SMBs want to hear from a salesperson early in the buying process n=384 Top-two box unweighted
  • 9. Ranking options Selecting a specific solution (e.g., a particular model or configuration) Researching solutions Defining requirements Comparing features and pricing 0% 10% 20% 30% 40% 50% 60% 70% 80%9 Salesperson Intercept As a general rule, when you’re assessing products and services for your business, what aspects of a purchasing decision have you already completed before you want to speak with a salesperson? (select all that apply) SMBs want the most help selecting a specific solution, and ranking options, from a salesperson n=379
  • 10. Instagram Outdoor billboard or signage Audio podcast Radio Infographic Twitter Interactive tool Case study eBook / guide / handbook Pinterest Blog Banner / display ad Checklist / worksheet Research report Press release One-off email External / third-party consultant White paper Forum or discussion board YouTube LinkedIn Analyst report Webinar / webcast Print newsletter In-house staff TV Facebook Email newsletter Article Postcard, letter or catalog in the mail Newspaper / magazine (print or online) Video on vendor’s website Call or meeting with vendor sales representative Resources section of a vendor’s website Online review Event or trade show Peer / colleague Product section of vendor’s website 0% 5% 10% 15% 20% 25% 30% 35% 40% 45%10 Product Awareness On a scale of 1 (very unlikely) to 5 (very likely), please rate how likely you are to first learn about products or services for your business via each of these specific sources / content formats. SMBs are most likely to learn about new offerings on the product section of a vendor’s website n=385 Top-two box
  • 11. Instagram Outdoor billboard or signage Audio podcast Infographic Radio Twitter Case study eBook / guide / handbook Interactive tool Blog Pinterest Banner / display ad Checklist / worksheet Research report Press release External / third-party consultant Forum or discussion board One-off email White paper Analyst report LinkedIn YouTube Webinar / webcast In-house staff Print newsletter TV Facebook Article Email newsletter Postcard, letter or catalog in the mail Newspaper / magazine (print or online) Video on vendor’s website Call or meeting with vendor sales representative Resources section of a vendor’s website Event or trade show Online review Peer / colleague Product section of vendor’s website 0% 10% 20% 30% 40% 50% 60% 70% 80% 1-19 20-99 100-500 11 Product Awareness: Company Size On a scale of 1 (very unlikely) to 5 (very likely), please rate how likely you are to first learn about products or services for your business via each of these specific sources / content formats. …but awareness sources vary by company size n=385 Top-two box unweighted
  • 12. Instagram Outdoor billboard or signage Audio podcast Radio Infographic Twitter Interactive tool Case study eBook / guide / handbook Pinterest Blog Banner / display ad Checklist / worksheet Research report Press release One-off email External / third-party consultant White paper Forum or discussion board YouTube LinkedIn Analyst report Webinar / webcast Print newsletter In-house staff TV Facebook Email newsletter Article Postcard, letter or catalog in the mail Newspaper / magazine (print or online) Video on vendor’s website Call or meeting with vendor sales representative Resources section of a vendor’s website Online review Event or trade show Peer / colleague Product section of vendor’s website 0% 10% 20% 30% 40% 50% 60% 18-34 35-49 50+ 12 Product Awareness: Respondent Age On a scale of 1 (very unlikely) to 5 (very likely), please rate how likely you are to first learn about products or services for your business via each of these specific sources / content formats. …and by the individual’s age n=385 Top-two box
  • 13. Product Research: Company Size On a scale of 1 (very unlikely) to 5 (very likely), please rate how likely you are to use each of these sources / content formats when you are researching products or services for your business. Search is the most important source of research information for SMBs <100 employees Instagram Outdoor billboard or signage Audio podcast Blog Infographic Pinterest Banner / display ad Twitter eBook / guide / handbook Radio Checklist / worksheet Press release Interactive tool Forum or discussion board Case study Analyst report LinkedIn TV White paper One-off email External / third-party consultant Webinar / webcast Research report YouTube Facebook Print newsletter Newspaper / magazine (print or online) Email newsletter Article Video on vendor’s website In-house staff Postcard, letter or catalog in the mail Call or meeting with a vendor sales representative Event or trade show Resources section of a vendor’s website Online review Product section of a vendor’s website Peer / colleague Search 0% 10% 20% 30% 40% 50% 60% 70% 80% 1-19 20-99 100-500 n=384 Top-two box unweighted 13
  • 14. Infographic Radio Press release Banner / display ad Instagram Pinterest Twitter Audio podcast Outdoor billboard or signage LinkedIn Blog One-off email Interactive tool Facebook eBook / guide / handbook TV White paper Webinar / webcast Forum or discussion board Print newsletter Case study Checklist / worksheet Postcard, letter or catalog in the mail Email newsletter YouTube Newspaper / magazine (print or online) External / third-party consultant Article Analyst report In-house staff Research report Video on vendor’s website Resource section of a vendor’s website Online review Event or trade show Peer / colleague Search Call or meeting with vendor sales representative Product section of a vendor’s website 0% 10% 20% 30% 40% 50% 60% 70% 1-19 20-99 100-500 On the same scale, please rate how likely you are to use each of these sources / content formats to make a final purchase decision on products or services for your business. A salesperson is the most important purchase influencer for SMBs with 20-99 employees… n=383 Top-two box unweighted 14 Purchase Decision: Company Size
  • 15. Infographic Radio Press release Banner / display ad Instagram Pinterest Twitter Audio podcast Outdoor billboard or signage LinkedIn Blog One-off email Interactive tool Facebook eBook / guide / handbook TV White paper Webinar / webcast Forum or discussion board Print newsletter Case study Checklist / worksheet Postcard, letter or catalog in the mail Email newsletter YouTube Newspaper / magazine (print or online) External / third-party consultant Article Analyst report In-house staff Research report Video on vendor’s website Resource section of a vendor’s website Online review Event or trade show Peer / colleague Search Call or meeting with vendor sales representative Product section of a vendor’s website 0% 10% 20% 30% 40% 50% 60% 18-34 35-49 50+ 15 Purchase Decision: Respondent Age On the same scale, please rate how likely you are to use each of these sources / content formats to make a final purchase decision on products or services for your business. …and for Millennials and Boomers… n=383 Top-two box
  • 16. Purchase Decision: 2017 Business Outlook On the same scale, please rate how likely you are to use each of these sources / content formats to make a final purchase decision on products or services for your business. …and for slow-growth companies Infographic Radio Press release Banner / display ad Instagram Pinterest Twitter Audio podcast Outdoor billboard or signage LinkedIn Blog One-off email Interactive tool Facebook eBook / guide / handbook TV White paper Webinar / webcast Forum or discussion board Print newsletter Case study Checklist / worksheet Postcard, letter or catalog in the mail Email newsletter YouTube Newspaper / magazine (print or online) External / third-party consultant Article Analyst report In-house staff Research report Video on vendor’s website Resource section of a vendor’s website Online review Event or trade show Peer / colleague Search Call or meeting with vendor sales representative Product section of a vendor’s website 0% 10% 20% 30% 40% 50% No growth Slow growth Fast growth n=383 Top-two box 16
  • 17. Call or meeting with vendor sales representative Product section of a vendor's website Resource section of a vendor's website Online review Video on vendor website Research report Search Analyst report Case study Interactive tool Checklist / worksheet Webinar / webcast Event or trade show eBook / guide / handbook Forum or discussion board Article White paper In-house staff Peer / colleague Email newsletter Postcard, letter or catalog in the mail YouTube Newspaper / magazine (print or online) Print newsletter One-off email Blog Infographic Press release Audio podcast Facebook TV Pinterest LinkedIn Outdoor billboard or signage Banner / display ad Radio Instagram Twitter 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Awareness Research Purchase 17 Purchase Cycle For each of the sources / content formats below, please select the stage in the purchase cycle – awareness (i.e., where you first learn about a product or service), research (i.e., investigation / evaluation) or purchase (i.e., make a final purchase decision) – where you are most likely to use that source / content format. SMBs see the salesperson as most important for the purchase stage n=varies
  • 18. White paper Handbook or guide on a business management topic, like how to get new customers Customer stories or case studies Research report Checklist or worksheet to determine the right configuration or option for your needs Sheets or brochures describing the product or service 0% 10% 20% 30% 40% 50% 60% 70% 80% 1-19 20-99 100-50018 Print Materials: Company Size When you meet with a salesperson to discuss a product or service for your business, on a scale of 1 (do not like at all) to 5 (like very much), please rate how much you like each of these kinds of print materials they might review with you. Print material preference varies by company size n=382 Top-two box unweighted
  • 19. Video on a business management topic, like how to get new customers Video presenting customer stories or case studies Presentation featuring customer stories or case studies Presentation (like a PowerPoint) on product features and benefits Interactive tool to determine the right product configuration for your needs Video describing the product features and benefits Instant quote / order confirmation with specifications, costs, delivery timing, etc. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 1-19 20-99 100-50019 PC, Tablet or Laptop Materials: Company Size On the same scale, please rate how much you like each of these kinds of materials a salesperson might review with you on a PC, tablet or laptop. SMBs universally prefer an instant quote tool n=373 unweighted
  • 20. Format Preference by Industry Which is the one content format you would like most when you are meeting with a salesperson from each of these industries? It can be printed material, or presented on the salesperson’s PC or tablet. Please pick one for each industry. Analystreport Casestudies/customer stories/testimonials Checklistorworksheetto determinetheright configurationoroptionfor yourneeds eBook/guide/handbookon commonbusiness challenges Instantquote/order confirmationwith specifications,costs, deliverytiming,etc. Interactiveproduct configurator Presentationorvideo describingtheproductor service Presentationorvideo presentingcustomerstories orcasestudies Researchreport Sellsheets/product brochure Airlines 3% 8% 9% 0% 35% 6% 8% 6% 9% 16% Alternative / online lenders 10% 8% 16% 2% 21% 6% 5% 7% 9% 15% Cellphone / smartphone handset manufacturers 3% 11% 17% 4% 27% 3% 9% 4% 7% 16% Cellphone service providers 3% 8% 20% 1% 28% 6% 6% 3% 10% 14% Credit card companies 5% 8% 17% 2% 18% 3% 6% 3% 14% 24% Credit unions 7% 10% 18% 3% 17% 2% 5% 4% 14% 21% Employee recruiting services / temp agencies 7% 15% 22% 2% 13% 5% 6% 7% 13% 10% Energy (gas, electricity) companies 6% 8% 14% 2% 31% 3% 6% 4% 9% 16% Hotels 3% 7% 10% 3% 33% 5% 11% 7% 6% 17% Insurance companies 6% 7% 18% 3% 24% 6% 6% 2% 7% 21% Internet access providers / website hosts 10% 7% 15% 3% 23% 8% 9% 2% 9% 14% Local / community banks 6% 7% 26% 4% 15% 5% 6% 4% 6% 20% Local / long distance phone company/ies 3% 7% 16% 3% 32% 8% 4% 2% 7% 16%
  • 21. Format Preference by Industry (continued) Which is the one content format you would like most when you are meeting with a salesperson from each of these industries? It can be printed material, or presented on the salesperson's PC or tablet. Please pick one for each industry. Analystreport Casestudies/customer stories/testimonials Checklistorworksheetto determinetheright configurationoroptionfor yourneeds eBook/guide/handbookon commonbusiness challenges Instantquote/order confirmationwith specifications,costs, deliverytiming,etc. Interactiveproduct configurator Presentationorvideo describingtheproductor service Presentationorvideo presentingcustomerstories orcasestudies Researchreport Sellsheets/product brochure Local technology solution providers 7% 4% 16% 2% 20% 8% 8% 4% 14% 16% Marketing services 6% 14% 13% 3% 19% 5% 10% 3% 11% 15% Mutual fund companies 15% 14% 14% 2% 11% 5% 6% 6% 12% 16% National / regional banks 6% 10% 24% 5% 14% 8% 5% 3% 6% 18% Office supply stores / print centers 4% 9% 10% 1% 25% 6% 6% 2% 5% 31% Overnight package delivery companies 5% 8% 13% 2% 36% 1% 6% 3% 7% 20% Payroll service providers 4% 8% 23% 3% 19% 8% 7% 4% 9% 14% Rental car companies 3% 10% 11% 5% 34% 3% 3% 2% 10% 20% Retirement plan providers 10% 8% 20% 3% 11% 9% 5% 3% 17% 13% Social media companies 3% 21% 10% 3% 11% 7% 18% 6% 9% 11% Software companies 10% 7% 17% 3% 19% 7% 11% 1% 11% 15% Technology hardware manufacturers 3% 4% 24% 2% 17% 4% 6% 8% 11% 22%
  • 22. Instagram Pinterest Online forum Twitter Facebook YouTube LinkedIn By text Email newsletter By email I prefer to reach out to them as needed 0% 10% 20% 30% 40% 50% 60% 70% 1-19 20-99 100-50022 Lead Nurture Format: Company Size Once you’ve connected with a salesperson, but before you make a purchase decision, how do you want to stay in touch with them? Please rank from most preferred (top) to least preferred (bottom). SMBs generally prefer email nurture n=380 Top-two rank unweighted
  • 23. Pinterest Instagram Online forum Twitter YouTube Facebook LinkedIn Email newsletter By text By email I prefer to reach out to them as needed 0% 10% 20% 30% 40% 50% 60% 70% 80% 18-34 35-49 50+23 Lead Nurture Format: Respondent Age Once you’ve connected with a salesperson, but before you make a purchase decision, how do you want to stay in touch with them? Please rank from most preferred (top) to least preferred (bottom) Email preference correlates strongly with age n=380 Top-two rank
  • 24. I prefer to reach out to them as needed Once a year Once every six months Once every three months Once a month Once a week 0% 10% 20% 30% 40% 50% 1-19 20-99 100-50024 Lead Nurture Frequency: Company Size How often do you want to hear from a salesperson while you are evaluating a product or service for your business? SMBs with >20 employees are very open to frequent contact n=380 unweighted
  • 25. Instagram YouTube Facebook Pinterest Twitter LinkedIn Online forum Email newsletter By text By email I prefer to reach out to them as needed 0% 10% 20% 30% 40% 50% 60% 70% 1-19 20-99 100-50025 Customer Contact Format: Company Size Once you’ve made a purchase, how do you want to stay in touch with the vendor salesperson? Please rank from most preferred (top) to least preferred (bottom) SMBs who want to keep in touch with a salesperson generally prefer email n=377 Top-two rank unweighted
  • 26. I prefer to reach out to them as needed Once a year Once every six months Once every three months Once a month Once a week 0% 10% 20% 30% 40% 50% 1-19 20-99 100-50026 Customer Contact Frequency: Company Size How often do you want to hear from the vendor salesperson once you have made a product or service purchase? SMBs with >20 employees are open to frequent contact n=380 unweighted
  • 27. Their knowledge of the business challenges that keep you up at night Personalized customer service The quality of the sales materials they provide Their ability to describe the benefits of their product or service to my business 0% 10% 20% 30% 40% 50% 60% 70%27 Aspects of Sales Interactions On a scale of 1 (not at all important) to 5 (very important), please rate each of these aspects of interaction with a salesperson: Presenting the benefits of your offerings, via high-quality materials, is very important to SMBs n=381 Top-two box
  • 28. Interactive (e.g. a quiz, calculator or configurator) Long (i.e. provides in-depth product / service information) Tailored to my role Personalized Tailored to companies the same size as mine Professionally-designed In a format I prefer Short (i.e. a quick read / view) Provides an offer, like a discount or free trial Well-written Tailored to my industry Doesn’t do a hard sell Provides clear product / service description Provides clear product / service benefits Its quality / value Easy to understand Provides clear product / service pricing 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 1-19 20-99 100-50028 Aspects of Sales Materials: Company Size On a scale of 1 (not at all important) to 5 (very important), please rate each of these aspects of sales materials a salesperson might provide: Clear pricing is most important to VSBs and larger SMBs; mid-size want easy, clear benefits n=381 Top-two box unweighted
  • 29. Accelerating the Sale On a scale of 1 (very unlikely) to 5 (very likely), please rate how likely each of these specific salesperson communications is to get you to buy a product or service you’re considering for your business faster than you otherwise might have. Special offers, and salesperson meetings / calls, work best to expedite a sale Email linking to a case study Email linking to content like a white paper or research report Email newsletter Email linking to a favorable review Postcard, letter or catalog in the mail Call from salesperson Meeting with salesperson Email with special promotion or offer 0% 10% 20% 30% 40% 50% 60% 70% n=378 Top-two box weighted 29
  • 30. LinkedIn Groupon American Express OPEN Sam's Club Capital One GoDaddy Citibank Chase Bank Apple Adobe AT&T eBay Facebook Intuit / QuickBooks Office Depot / OfficeMax Dell Google HP FedEx Staples PayPal Microsoft 0% 10% 20% 30% 40% 50% 60% 5 (very useful / valuable) 4 3 (somewhat useful / valuable) 30 Quality of Sales Materials On a scale of 1 (not at all useful / valuable) to 5 (very useful / valuable), how would you rate the sales materials of each of these companies? Microsoft is perceived as having the best sales materials n=varies Top-three box
  • 31. Fifth Third Bank Deluxe Commerce Bank PNC Bank Salesforce.com Lending Club Paychex Oracle Charles Schwab ADP Comcast Lenovo Cisco Spectrum / Charter Sprint Symantec Fidelity Investments Bank of America IBM Sony 0% 10% 20% 30% 40% 50% 60% 5 (very useful / valuable) 4 3 (somewhat useful / valuable) 31 Quality of Sales Materials (continued) On a scale of 1 (not at all useful / valuable) to 5 (very useful / valuable), how would you rate the sales materials of each of these companies? There is no clear grouping of sales material effectiveness by industry n=varies Top-three box
  • 32. First Tennessee CAN Capital OnDeck BBVA Compass Hiscox Comerica Citizens Bank Silicon Valley Bank Optimum / Cablevision Hubspot Cox Constant Contact SAP Marketo KeyBank BB&T Mailchimp SunTrust Bank Regions Bank CenturyLink 0% 10% 20% 30% 40% 50% 60% 5 (very useful / valuable) 4 3 (somewhat useful / valuable) 32 Quality of Sales Materials (continued) On a scale of 1 (not at all useful / valuable) to 5 (very useful / valuable), how would you rate the sales materials of each of these companies? Regional and emerging brands suffer from relatively low awareness n=varies Top-three box
  • 33. 33 Developing Effective SMB Sales Content: Qualitative Support the entire sales cycle, esp. for larger SMBs • Email • Social Have a range of sales materials • Product (ideally aligned by industry preference, e.g. checklists for banks) • Advisory, esp. for larger SMBs Provide interactivity for customization • Tailored product configuration • Instant pricing, delivery timing etc. 1 2 3 4 Be sure your materials are compelling • Clear benefits and pricing • Easy to understand Enable your sales team • Ensure they can articulate industry-specific benefits • Provide them with email copy, and other collateral to share as needed • Support their ability to provide a consultative sale 5
  • 34. • Partner with sales to develop strategy o Ideal lead o Key competitive advantages o Objections and responses o Content preferences: internal and prospect / customer-facing • Execution Buying Step Role of Marketing: DEMAND CREATION Role of Sales: DEMAND FULFILLMENT Sales Support Activities / Materials Awareness Generate awareness through integrated ongoing campaigns Provide feedback to marketing on program performance Generate awareness through: • Mass / social media • Referral program • Events • Email Lead Gen Develop targeted content Qualify / nurture leads • Survey-driven content and PR campaign; research reports • Video • Webcasts • White papers • Articles and blog posts • Search • Display • Direct mail 34 Developing Effective SMB Sales Content: Process
  • 35. Buying Step Role of Marketing: DEMAND CREATION Role of Sales: DEMAND FULFILLMENT Sales Support Activities / Materials Meetings Help prospects decide which solution is the best fit Qualify sales-worthy leads Nurture qualified leads that aren’t ready to buy Position company selectively with desirable target audiences to be a ‘top three’ contender Engage ONLY if lead is qualified Clearly convey value proposition Orchestrate the agendas of executives critical to the decision • Consultative questions • Pitchbook • Lead summary with qualification info • Call scripts / talking points • Intranet, microsite or secure site to manage sales dialogue and content • Industry-specific collateral • Presentations • Pre-written emails for sales reps to modify and send • Value-added experiences to build relationships • Solutions content • Executive letters Proposals Make it easy for sales team to generate proposals Probe for top three to five requirements that will assure a win • Concise, top-shelf written proposals • Scripts for proposal presentation • Suggested experiential support (entertainment, personalized ‘thank you’ gifts, etc.) Nurture • Make it easy for sales rep to send emails • Automate process as much as possible Execute nurture plan • Maintain contact lists • Make calls • Send emails • Post social media content • Call scripts • Templatized emails • Social media “nuggets” Internal • Make it easy for the sales team to find content on your intranet. Organize it by segment, pain point and sales stage • Keep the content current; provide a wide range of formats • Involve sales in campaign concepting and development; educate them on the use of all pieces • Provide industry education – buyer needs, trends, economic / technological / regulatory overview etc. • Continually monitor program results and review the process with Sales 35 Developing Effective SMB Sales Content: Process
  • 36. How Bredin Can Help 36 • Strategy: Program plans, creative brief, ed cal • Creation: Original, unique, actionable • Exclusive SMB focus • Strategic: Product and market strategy support; personas • Promotional: Original data to support high- value content creation Content Research
  • 37. For More Information 37 Stu Richards, CEO stu@bredin.com Twitter: @BredinInc ✔ ✔ ✔ Email me for a copy of this report Get the full report at bit.ly/2rleyQZ Join me for our next Fastcast, Engaging SMBs via Social Media, at 2pmE on Thursday June 22
  • 39. Sample Characteristics Owner, Founder, Manager, Partner, CxO, etc. 100%Title Principal 39 Industry PS: Educational services, Finance & insurance, Health care & social assistance, Information technology, Management of companies & enterprises, Professional services RW: Accommodation & food service, Arts, Entertainment & recreation, Real estate, rental & leasing, Retail trade, Transportation & warehousing, Wholesale Trade M: Construction, Manufacturing, Mining, Scientific & technical services, Utilities Other: Administrative, support, waste management & remediation service, Other services (except public administration) n=386 n=386 35% 33% 24% 8%
  • 41. 26% 32% 42% 0 to 5 Years 6 to 10 Years 10+ Years 35% 39% 26% 1-19 Employees 20-99 Employees 100-500 Employees 41 Company Size Years in Business n=386 n=382 Sample Characteristics
  • 42. 42% 28% 23% 4% 3% Up by 10% or more Up, by less than 10% Same as 2016 Down, by less than 10% Down by 10% or more 42 2017 Revenue Growth n=386 2016 Revenue 38% 16% 46% Less than $500k $500k to $999k $1M+ n=385 Sample Characteristics