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Prelim Inside Sales Intro Presentation
                          Jeff Wiguna
                       August 3, 2012
Applicable Background for Inside Sales Position


 Strong knowledge of inside and field sales, CRM software, product
 detailing and managing multiple accounts over the phone, email and in-
 person meetings from work with Be A Remedy and J&J

 Proven self-starter and ability to thrive in ambiguity evidenced by
 entrepreneurial experience and remote work in field sales

 High capacity to work in a consultative capacity to discover clients’ deepest
 needs and guide them to best fit solutions

 Avid Evernote user – personal journal entries, contact management,
 CRM archiving interesting ads/products

 Passion for creativity, collaboration, and the selling process
Suggested Sales Call Continuum Based on AIDINC*


1. Approach – Pay attention to the tone in the client’s voice. Introduce yourself in a
friendly, disarming manner. Listen to their reaction and make sure both parties understand the
objective of the call. You want to take an ‘educational’ not ‘promotional’ selling approach.
“How are you doing today? My name is John with Evernote.” (while smiling)


2. Interview – Take the time to uncover their needs. They might mention a need at first, but
be willing to go ‘3 layers deep’ below what they mention. Depending on the issue, you may ask
questions about saving time, remembering meeting notes, or keeping track of market intel.
“What types of challenges do you experience with your overall workflow?”


3. Demonstrate – Move to find a solution within Evernote that meets the needs you
discovered. Be patient and articulate in explaining the features and benefits of the solution you are
presenting.
“Evernote’s platform is highly accessible. This means you can store notes via your
mobile device, computer, email or even Twitter account.”


                                                                 *From Integrity Selling by Ron Willingham
Suggested Sales Call Continuum Based on AIDINC*


4. valIdate – Make sure that they understand all of the benefits of your proposed solution.
Ask if they understood everything you said. They may say yes at first, but be patient and give them
the space to formulate questions. This will solidify your solution.
“Do you see how having seamless access across multiple devices can increase your
efficiency?”


5. Negotiate – Address the concerns or doubts about the solution. These can range from
issues with pricing to the entire user interface. Be understanding, but persuasive. Depending on the
issue, various courses of action can be taken.
“I understand your budget is a concern, but we have group discounts available.”


6. Close –Be sure to leave the conversation with a relevantly actionable item. This can be a
close for a future phone call or a close to get them to sign up with the Evernote service. This
provides sales opportunities in the future.
“Might you have time next week to discuss what fully integrating Evernoteat your
company would look like?”

                                                                 *From Integrity Selling by Ron Willingham
Sample Sales Scripts for Evernote Product
CRM APPLICATION

 C: “Hello, I am curious about how I can use Evernote as CRM for my small 4 person sales
 team?”

 E: “I would be happy to help you with that. What type of sales will your team be doing?”

 C: “They will be going out to the field three times a week and be at the office twice a
 week, managing many customers at a time. So I need something that can manage a
 couple hundred accounts.”

 E: “Excellent. Evernote can certainly help you with that. With Evernote you can create
 multiple notebooks which will enable you to assign 1 notebook to each major account.
 With our premium version, these notebooks are available offline. So your team doesn’t
 need to worry about Internet access and can access anywhere in the field. They can also
 share these notebooks with you so you can keep track of their progress.”

 C: “Great! Thank you very much, I will give that a look.”
Sample Sales Scripts for Evernote Product
CLASSROOM APPLICATION

 C: “Hello, I teach a third grade class of 30 students. I heard Evernote lets me switch
 accounts automatically on a Mac. Can you explain this?”

 E: “Absolutely. You are correct. Is there a specific use you have in mind for this feature?”

 C: “Yes, journal writing throughout the day, but I also want my kids to get used to typing
 and using a computer. I assign 1 student to the computer at a time to write their journal
 entry.”

 E: “That’s fantastic. To do this on your Mac, all you have to do is go to the Evernote tab
 at the top left, and you can click on the account you want to go to. You will have to use
 our Premium version, but it is very affordable. We have group discounts available as
 well.

 C: “O, that’s really cool. Is there an easier way to switch accounts?”

 E: “Why yes, all you have to do is hit CMD+CTRL+A…..
My Qualifications to Operate as an Inside Sales Rep
           Skills & Experience                              Product Knowledge
Strengths: Experience selling inside as well as    Strengths: Avid user of
in the field. Ability to thrive in ambiguity and   Evernote, Understanding of
to collaborate effectively in teams. Analytical    functionality, design approach, feature
abilities from sales analytics work in field       benefits, and company philosophy
Gaps: Selling SaaS
                                                   Action: Study Enterprise-specific product to
Action: Immerse fully in SaaS products to
                                                   prep
ramp up quickly

             Working Style                                 Industry Knowledge
Strengths: Highly driven, collaborative and         Strengths: Knowledgeable with CRM, internal
creative by nature, eager to see team build         communications, and contact mgmt solutions.
and success, passion for helping others             Understanding of challenges within each of
succeed                                             these realms.
                                                   Gaps: Unfamiliar with back-end IT
Action: Assimilate into structure via getting to   infrastructure
know fellow employees and vision for team          Action: Immerse fully with topic to ramp up
                                                   quickly
Thank you.
  Jeff Wiguna
August 3, 2012

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Evernote Sales

  • 1. Prelim Inside Sales Intro Presentation Jeff Wiguna August 3, 2012
  • 2. Applicable Background for Inside Sales Position Strong knowledge of inside and field sales, CRM software, product detailing and managing multiple accounts over the phone, email and in- person meetings from work with Be A Remedy and J&J Proven self-starter and ability to thrive in ambiguity evidenced by entrepreneurial experience and remote work in field sales High capacity to work in a consultative capacity to discover clients’ deepest needs and guide them to best fit solutions Avid Evernote user – personal journal entries, contact management, CRM archiving interesting ads/products Passion for creativity, collaboration, and the selling process
  • 3. Suggested Sales Call Continuum Based on AIDINC* 1. Approach – Pay attention to the tone in the client’s voice. Introduce yourself in a friendly, disarming manner. Listen to their reaction and make sure both parties understand the objective of the call. You want to take an ‘educational’ not ‘promotional’ selling approach. “How are you doing today? My name is John with Evernote.” (while smiling) 2. Interview – Take the time to uncover their needs. They might mention a need at first, but be willing to go ‘3 layers deep’ below what they mention. Depending on the issue, you may ask questions about saving time, remembering meeting notes, or keeping track of market intel. “What types of challenges do you experience with your overall workflow?” 3. Demonstrate – Move to find a solution within Evernote that meets the needs you discovered. Be patient and articulate in explaining the features and benefits of the solution you are presenting. “Evernote’s platform is highly accessible. This means you can store notes via your mobile device, computer, email or even Twitter account.” *From Integrity Selling by Ron Willingham
  • 4. Suggested Sales Call Continuum Based on AIDINC* 4. valIdate – Make sure that they understand all of the benefits of your proposed solution. Ask if they understood everything you said. They may say yes at first, but be patient and give them the space to formulate questions. This will solidify your solution. “Do you see how having seamless access across multiple devices can increase your efficiency?” 5. Negotiate – Address the concerns or doubts about the solution. These can range from issues with pricing to the entire user interface. Be understanding, but persuasive. Depending on the issue, various courses of action can be taken. “I understand your budget is a concern, but we have group discounts available.” 6. Close –Be sure to leave the conversation with a relevantly actionable item. This can be a close for a future phone call or a close to get them to sign up with the Evernote service. This provides sales opportunities in the future. “Might you have time next week to discuss what fully integrating Evernoteat your company would look like?” *From Integrity Selling by Ron Willingham
  • 5. Sample Sales Scripts for Evernote Product CRM APPLICATION C: “Hello, I am curious about how I can use Evernote as CRM for my small 4 person sales team?” E: “I would be happy to help you with that. What type of sales will your team be doing?” C: “They will be going out to the field three times a week and be at the office twice a week, managing many customers at a time. So I need something that can manage a couple hundred accounts.” E: “Excellent. Evernote can certainly help you with that. With Evernote you can create multiple notebooks which will enable you to assign 1 notebook to each major account. With our premium version, these notebooks are available offline. So your team doesn’t need to worry about Internet access and can access anywhere in the field. They can also share these notebooks with you so you can keep track of their progress.” C: “Great! Thank you very much, I will give that a look.”
  • 6. Sample Sales Scripts for Evernote Product CLASSROOM APPLICATION C: “Hello, I teach a third grade class of 30 students. I heard Evernote lets me switch accounts automatically on a Mac. Can you explain this?” E: “Absolutely. You are correct. Is there a specific use you have in mind for this feature?” C: “Yes, journal writing throughout the day, but I also want my kids to get used to typing and using a computer. I assign 1 student to the computer at a time to write their journal entry.” E: “That’s fantastic. To do this on your Mac, all you have to do is go to the Evernote tab at the top left, and you can click on the account you want to go to. You will have to use our Premium version, but it is very affordable. We have group discounts available as well. C: “O, that’s really cool. Is there an easier way to switch accounts?” E: “Why yes, all you have to do is hit CMD+CTRL+A…..
  • 7. My Qualifications to Operate as an Inside Sales Rep Skills & Experience Product Knowledge Strengths: Experience selling inside as well as Strengths: Avid user of in the field. Ability to thrive in ambiguity and Evernote, Understanding of to collaborate effectively in teams. Analytical functionality, design approach, feature abilities from sales analytics work in field benefits, and company philosophy Gaps: Selling SaaS Action: Study Enterprise-specific product to Action: Immerse fully in SaaS products to prep ramp up quickly Working Style Industry Knowledge Strengths: Highly driven, collaborative and Strengths: Knowledgeable with CRM, internal creative by nature, eager to see team build communications, and contact mgmt solutions. and success, passion for helping others Understanding of challenges within each of succeed these realms. Gaps: Unfamiliar with back-end IT Action: Assimilate into structure via getting to infrastructure know fellow employees and vision for team Action: Immerse fully with topic to ramp up quickly
  • 8. Thank you. Jeff Wiguna August 3, 2012