This document outlines the responsibilities and expectations for point person roles on the F'11 Retail Initiatives team. There are four main point person roles: Account, Data, Marketing, and Initiative. The Account Point Person is responsible for account-specific activities like securing merchandising information and developing promotional materials. The Data Point Person updates reports and educates the team on analytics tools. The Marketing Point Person customizes marketing presentations and works with headquarters. The Initiative Point Person oversees team goals and compiles information for awards. Examples are provided for how point persons support each other to prepare and execute promotions.
This is an exercise.
here Leads-> Prospects--->Customers
equivalent
Unique visitors ->likes->follow/subscribe
All data taken partially and average sales equivalent to ad cost /subscriber
In real life the target of revenue will be far far higher than projected.
Is your sales team ready to tackle a new fiscal year? Follow The Startup Seller's guide to Sales Planning to ensure you're ready to hit the ground running next year!
This is an exercise.
here Leads-> Prospects--->Customers
equivalent
Unique visitors ->likes->follow/subscribe
All data taken partially and average sales equivalent to ad cost /subscriber
In real life the target of revenue will be far far higher than projected.
Is your sales team ready to tackle a new fiscal year? Follow The Startup Seller's guide to Sales Planning to ensure you're ready to hit the ground running next year!
The Optimal Marketing Agenda at Sales Kickoff
https://www.fourquadrant.com/optimal-marketing-agenda-sales-kickoff/
The optimal marketing agenda at sales kick off meetings should be solely focused on correlating marketing to revenue.
In general, marketing consists of three core objectives or “pillars”:
Build and maintain the brand
Help build better products, services, solutions
Enable the sales team to get to and close more opportunities faster
While marketing owns and is responsible for all of this, it is the third pillar that is most relevant to a sales team and sales kick-off. Ergo, that is what marketing’s agenda at sales kick-off should be focused on.
The Optimal Marketing Agenda at Sales Kickoff – Know the Audience
Provide A Step-by-Step Guide from Marketing to Sales
Develop A Nurture Path Specifically Designed for the Sales Team
The Optimal Marketing Agenda at Sales Kickoff
https://www.fourquadrant.com/optimal-marketing-agenda-sales-kickoff/
Go to market resources available at www.fourquadrant.com
4 Ways Measurement is Making Sales & Marketing Smarter About Their BuyersBrightFunnel
This session will highlight how modern marketing teams are using reporting and measurement to provide insights and intelligence on the areas that are resonating with key buyers. Providing use case examples and best practice models, this session will examine how to:
Align and structure your sales and marketing team around measurements that matter;
Analyze each stage of the customer journey can help accelerate revenue;
Track ABM initiatives across both sales and marketing; and
Enable your sales reps to win by providing them with real-time opportunity analyses.
Building the Sales Effort
Whether One Person or a Team
Bob Brown
DS4: Building the Sales Effort – Whether One Sales Person, or a Team! Thursday May 7, 8:30 - 9:45
Salesforce on Salesforce: Building Marketing & Sales AlignmentKevin Baldacci
Ever wondered how Salesforce does sales enablement? Join us for a look behind-the-scenes at how we create, manage, and run internal campaigns designed to empower our sales reps. You will learn first-hand how we handle product launches and see examples of some of our most successful campaigns. This session is great for B2B marketers, enablement, and sales leaders looking for practical ways to improve their sales enablement strategy.
Strategies for Managing Sales Teams: How to find, select and compensate these...MaRS Discovery District
Hiring, managing and compensating effective salespeople is one of the biggest challenges faced by young companies, it can also be the area where most executives have the least experience and the most discomfort from a management perspective. This practical, experience based session will work through the importance of identifying, sourcing and hiring the right person for the needs of your business, considerations in managing them, and structuring compensation plans to incent the right results, and protecting the company's ability to turn a profit.
Helen Robert and Lynn Cameron, Managing Partners of TechEdge, and
Margo Crawford, President & CEO, Business Sherpa
Anaplan SPM webinar series, part 4: Motivating the right behavior with incent...Anaplan
Our five-part sales performance management series continues with a webinar on sales compensation.
Every sales manager needs to strike the right balance between recognizing top performers and driving strong sales growth—all while ensuring the incentive compensation plan is fair, competitive, and profitable for the business. With the complexity of sales commission structures, there is no single “right answer” for how to set up an incentive program.
This webinar will discuss some key tactics for setting the right plans to make a greater impact on the bottom line.
7 tips to transform your sales pipeline report from routine exercise to sales...David Malone
Many sellers see their sales pipeline as an exercise that they do periodically ate for their boss. Where as it can be a dash board to help self manage and drive sales.
here are 7 tips to help you get more from your pipeline reporting and analysis.
Tune up your sales and marketing alignment goalsJaxzenMarketing
How do you achieve marketing and sales alignment goals and how do you maintain a healthy relationship betweens those teams in a growing company? Adam Singh has helped multiple companies work toward marketing and sales alignment. Today, he shares his experience and tips from what's he learned along the way.
As a recruiter, you can better assess your available sales talent and easily align what you have and what your client wants delivering high client retention and more importantly maintain higher fees though adding value.
The Optimal Marketing Agenda at Sales Kickoff
https://www.fourquadrant.com/optimal-marketing-agenda-sales-kickoff/
The optimal marketing agenda at sales kick off meetings should be solely focused on correlating marketing to revenue.
In general, marketing consists of three core objectives or “pillars”:
Build and maintain the brand
Help build better products, services, solutions
Enable the sales team to get to and close more opportunities faster
While marketing owns and is responsible for all of this, it is the third pillar that is most relevant to a sales team and sales kick-off. Ergo, that is what marketing’s agenda at sales kick-off should be focused on.
The Optimal Marketing Agenda at Sales Kickoff – Know the Audience
Provide A Step-by-Step Guide from Marketing to Sales
Develop A Nurture Path Specifically Designed for the Sales Team
The Optimal Marketing Agenda at Sales Kickoff
https://www.fourquadrant.com/optimal-marketing-agenda-sales-kickoff/
Go to market resources available at www.fourquadrant.com
4 Ways Measurement is Making Sales & Marketing Smarter About Their BuyersBrightFunnel
This session will highlight how modern marketing teams are using reporting and measurement to provide insights and intelligence on the areas that are resonating with key buyers. Providing use case examples and best practice models, this session will examine how to:
Align and structure your sales and marketing team around measurements that matter;
Analyze each stage of the customer journey can help accelerate revenue;
Track ABM initiatives across both sales and marketing; and
Enable your sales reps to win by providing them with real-time opportunity analyses.
Building the Sales Effort
Whether One Person or a Team
Bob Brown
DS4: Building the Sales Effort – Whether One Sales Person, or a Team! Thursday May 7, 8:30 - 9:45
Salesforce on Salesforce: Building Marketing & Sales AlignmentKevin Baldacci
Ever wondered how Salesforce does sales enablement? Join us for a look behind-the-scenes at how we create, manage, and run internal campaigns designed to empower our sales reps. You will learn first-hand how we handle product launches and see examples of some of our most successful campaigns. This session is great for B2B marketers, enablement, and sales leaders looking for practical ways to improve their sales enablement strategy.
Strategies for Managing Sales Teams: How to find, select and compensate these...MaRS Discovery District
Hiring, managing and compensating effective salespeople is one of the biggest challenges faced by young companies, it can also be the area where most executives have the least experience and the most discomfort from a management perspective. This practical, experience based session will work through the importance of identifying, sourcing and hiring the right person for the needs of your business, considerations in managing them, and structuring compensation plans to incent the right results, and protecting the company's ability to turn a profit.
Helen Robert and Lynn Cameron, Managing Partners of TechEdge, and
Margo Crawford, President & CEO, Business Sherpa
Anaplan SPM webinar series, part 4: Motivating the right behavior with incent...Anaplan
Our five-part sales performance management series continues with a webinar on sales compensation.
Every sales manager needs to strike the right balance between recognizing top performers and driving strong sales growth—all while ensuring the incentive compensation plan is fair, competitive, and profitable for the business. With the complexity of sales commission structures, there is no single “right answer” for how to set up an incentive program.
This webinar will discuss some key tactics for setting the right plans to make a greater impact on the bottom line.
7 tips to transform your sales pipeline report from routine exercise to sales...David Malone
Many sellers see their sales pipeline as an exercise that they do periodically ate for their boss. Where as it can be a dash board to help self manage and drive sales.
here are 7 tips to help you get more from your pipeline reporting and analysis.
Tune up your sales and marketing alignment goalsJaxzenMarketing
How do you achieve marketing and sales alignment goals and how do you maintain a healthy relationship betweens those teams in a growing company? Adam Singh has helped multiple companies work toward marketing and sales alignment. Today, he shares his experience and tips from what's he learned along the way.
As a recruiter, you can better assess your available sales talent and easily align what you have and what your client wants delivering high client retention and more importantly maintain higher fees though adding value.
2. 4 Segments of a Point Person Role
Account Point Person
Data Point Person
Marketing Point Person
Initiative Point Person
3. Account Point Person Expectations
Responsible to secure and update incorrect DSMP
Develop and implement account specific promotional and non promotional sell sheets
Compile all appropriate integrated drive period point of sale
Provide guidance on what IRI information should be used to sell a promotion or non-
promotion activity
Provide guidance on what CPGN information should be used to sell promotion or non-
promotion activity
Be the expert resource for Team Mid-Atlantic on account specific information
Work with account team to secure retail objectives
Hold periodic conference calls to ensure everyone is aware of their role and completely
understand expectations
Champion all account specific goals
Close the circle – work with account personnel to provide forecasted information for the
given event
4. ACCOUNT POINT PERSON
ACCOUNT
POINT PERSON
WALMART
SAFEWAY /
GENUARDIS
AWI SUPERVALU REDNERS KROGER WEISWAKEFERN
HAWKINS Sweeney NELSON PARK SWEENEY HINCHER ZIMMERMAN NELSON
5. Example: Account PP secures merchandising
information for an upcoming Chunky promotion
POS PP
DRIVE
PERIOD PP
SOUP PP LFE PP
FSI PP
CPGN PP
IRI PP
Account PP
Account PP puts
selling information
together
RBMs sell &
reports forecast
Account PP gathers
forecast & reports
to send to CBM
CBM Reports Post
Event For Promotion
6. Data Point Person Expectations
Update IRI reports every 2 weeks
Find the most important and easiest to communicate information and show Team Mid-
Atlantic members how to use at retail
Work with Account PP to make sure they are using the best information for sell sheets
Educate Team Mid-Atlantic on the 3-5 reports in the CPGN system
Show by example how to use IRI and CPGN Reports to sell in promoted and non-
promoted in store activity
Begin to show customization by specific account to drive display support in store
Hold periodic conference calls to educate Team Mid-Atlantic on the use of all
informational tools
Champion data sharing
Close the Circle – Work back with the ROM to let him know what is working and what is
not working
8. Marketing Point Person Expectations
Customize all marketing presentations to be ready to be implemented at store level
Seek to understand how all the different marketing activities drive incremental displays.
Then share with the team (on-going)
Create expectations on what is needed to be done at the store level using the
customized selling information
Create Brand specific sell sheets
Create Drive Period specific sell sheets
Utilize the “Team Mid-Atlantic Way For Creating sell sheets”
Work with headquarter personnel on a quarterly basis to inform WHQ how retail and
Team Mid-Atlantic are using their information
Champion retail needs to Marketing at WHQ
Periodic conference calls to educate other team members on how to use marketing
information to sell
Close the Circle – When a drive period is ended show the results of your actions
9. MARKETING POINT PERSON
MARKETING
POINT PERSON
LFE FSI POS
BEVERAGE
SELL SHEETS
SAUCE, PASTA,
CANNED CHICKEN
SELL SHEETS
SOUP
SELL SHEETS
FREDRICKS FREDRICKS VASTANO ZIMMERMAN FREDRICKS SWEENEY
DRIVE PERIOD
SELL SHEETS
VASTANO Open
10. Initiative Point Person Expectations
Solicit content from your teams for each bi-monthly issue; send reminder email to your teams the
week before content is due
Ensure content meets guidelines before submitting to Scoop team (submissions should feature
highlights of your team’s achievements with an eye for what is “above and beyond” and what might
be useful for others to learn from)
Submit monthly content to Scoop team by date specified in editorial calendar
Act as sounding board for Scoop team as needed (to ensure Scoop continues to meet needs of
Campbell Sales Company employees)
Work with ROM to make sure all Team Mid-Atlantic goals and deliverables are set in place
Hold quarterly conference calls to ensure Team Mid-Atlantic is tracking to meet Team of The Year
expectations
Compile all Team of The Year happenings based on the Team of The Year Road Map
Develop Team of The Year Presentation Template
Champion all Team of The Year causes
TEAM OF THE YEAR PP
SCOOP PP
11. POINT PERSON INITIATIVES FOR TEAM
MID-ATLANTIC
TEAM
MID-ATLANTIC
INITIATIVES
TEAM OF THE
YEAR PP
SCOOP
PP
HINCHER PARKER
13. Example: Account PP secures merchandising
information for an upcoming Chunky promotion
1. The Account PP secures information that a Chunky promotion will be breaking in 8 weeks
2. With the new PP system in place, the Account PP knows exactly where to secure the proper selling
information
3. The Account PP puts all the proper pieces in place including direction on expectations for the RBM
4. Close the Circle – The Account PP will work back with the RBMs to better understand by store, what the
forecasted cases and displays will be
5. Account PP will report the forecast to the ROM and Sr. CBM
14. Account example how a RBM will receive
promotional information
1. The Account PP secures information that a Chunky promotion will be breaking in 8 weeks
2. With the new PP system place, the Account PP news exactly where to secure the proper selling information
3. The Account PP puts all the proper pieces in place including direction on what the expectations for the RBM
4. Close the Circle – The Account PP will work back with the RBMs to better understand by store, what the
forecasted cases and displays will be
5. Account PP will report the forecast to the ROM and Sr. CBM
All of the proper
selling information for
the promotion
RBM
RBM sells promotion RBM forecast sales
Account PP forecast to
CBM + any puritan
information
Send it Sell it Pass it Report it