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How to Scale
Sales Development
w/ Two and a Half Reps
By Mark Birch @marksbirch
CRO of Enhatch
@ENHATCH
Key Points
• Big results with little investment
• Go broad and narrow down as you
analyze results
• Do first, learn how to improve, then
outsource or delegate
• Scale the process before you scale the
team
• It’s a team effort – much thanks to Peter,
Sasha, Glenn & Zahid of Enhatch
@MARKSBIRCH - HTTP://BIRCH.CO 2
About Me
• Co-founder & head of sales for Enhatch
• Enhatch – early stage SaaS startup with
mobile field sales productivity apps for
enterprises involved in complex sales
• Been doing sales for over fifteen years at
places like Siebel and Oracle
• Complete noob about lead gen or sales
development before Enhatch
@MARKSBIRCH - HTTP://BIRCH.CO 3
Our Challenge
• We have no sales “team” – just myself, one full-
time rep, and a sales contractor (the “half”)
• We are bootstrapped but revenue generating
• We are in a crowded market (CRM / sales
enablement) with plenty of competitors
• No one was knocking down the door begging us to
use our product
• Not entirely sure we had product / market fit
@MARKSBIRCH - HTTP://BIRCH.CO 4
Need to generate enough leads
in order to get deals in the pipe
The Fundamental Sales Problem
The intersection between your product
& prospect need is small
@MARKSBIRCH - HTTP://BIRCH.CO 5
Your
Prospects
Your
Product
Possible Solutions
• Hire an outsourcing firm
• Hire an appointment setting firm
• Hire an SDR team
…all potentially large upfront commitments
@MARKSBIRCH - HTTP://BIRCH.CO 6
Requires both investment in capital and
time without much certainty in results
Our Solution…
Scale the Process
• Five repeatable steps
• Works with minimal people
• Requires minimal investment
• Immediate and actionable results
@MARKSBIRCH - HTTP://BIRCH.CO 7
Before you scale the team,
scale how you do things
The Scalable Prospecting Stack
• Source
• Scrub
• Hook
• Sequence
• Cycle
@MARKSBIRCH - HTTP://BIRCH.CO 8
Finding Your Source
Question: Why did Willie Sutton rob banks?
@MARKSBIRCH - HTTP://BIRCH.CO 9
Because that is where the leads are!
Places for Leads
• Find large groupings of prospects that fit
your target market and congregate
– Professional networks - LinkedIn, AngelList
– Tradeshows & events
– Sales intelligence tools
– Paid industry lists
– Inbound traffic
@MARKSBIRCH - HTTP://BIRCH.CO 10
The cheapest sources can often
turn out to be the best sources
Our Lead Acquisition
• Use LinkedIn and Sales Navigator
– Easy to use search on multiple parameters such as
industry, title, company size…
– Provides number of people that fall within each search –
are you targeting too wide (over >5000) or too narrow
(<500)
– Sales Navigator allows you to view 3rd level connections
• Harvest prospects via Salesloft
– Provides key data points about prospects (company, title,
location, phone, etc.)
– Fills-in best guess for email address
– Extract into spreadsheet for processing
@MARKSBIRCH - HTTP://BIRCH.CO 11
Scrub the Leads Clean
• Whatever the lead source, some % are
going to be wrong
– Tools that provide email addresses are simply
guessing at the proper formats
– Some people do not update online profiles
often e.g. current job / company is outdated
– Information grows stale quickly
@MARKSBIRCH - HTTP://BIRCH.CO 12
You can recover many of these
bad contacts through quick
cleanup
Scrubbing “Hacks”
• Kickbox.io to weed out bad emails
– Protects you from getting lots of bounced emails
which hurts your email “deliverability”
– Provides helpful explanations as to why email
addresses will bounce
• Data.com to get proper email or email domain
– Recover bad emails by uncovering the correct
domain & email pattern
– Get “free” credits by uploading a portion of your
contacts into Data.com
@MARKSBIRCH - HTTP://BIRCH.CO 13
Hook Your Audience
• Find one thing that grabs the attention of prospects that matters to
them
– Big upcoming event, topical news item, major industry report are
useful starting points
– Think relevant and applies broadly to market
• Write very short, very direct message - many emails read on the
phone
• Personalize, but limit to just a few fields like name, company, and
attention grabber
• Personalizing subject line is a big winner when it comes to opens -
Personalized > 40% opens
@MARKSBIRCH - HTTP://BIRCH.CO 14
Ask yourself, is the message
relevant, to the point & personal
Example of Target Email
• Subject:
Bob, catch you at Hack-a-mania 2015
• Body:
Hi Bob,
I am attending Hack-a-mania next week and wondered if
you were also going as well. The reason is that I was hoping
to chat about sales hacker tools and was curious what Big
Enterprise Co. is using today.
My company EnHacken offers a mobile hacker tool focused
on helping hackers code faster and we work with lots of folks
in the forestry industry.
When would be a good time to meet for a quick chat?
Mark
@MARKSBIRCH - HTTP://BIRCH.CO 15
Hook
Build Your Sequencing Engine
• Many sales tools for operationalizing the SDR process…Outreach.io
works best for us
• Focus on email only
– Inbox is still where business gets done
– Calls are not as effective a channel early on
• Start with shorter sequences of 4 – 6 steps
– Each step is an email based on personalized template
– Noticed open / reply rates improved deeper within the sequence
– Now moving to longer 12 step campaigns
• Consider tying your email to an email infrastructure to improve
deliverability and avoid spam catchers
@MARKSBIRCH - HTTP://BIRCH.CO 16
The more touches, the better the
results (within reason of course)
Rinse and Repeat
• At scale, it is easier to see what works i.e. is it the prospects or the messaging
• A/B test for the things that have most impact
– Important for big things such as subject lines, compelling hook, industry
focus, lead source
– Not as critical for smaller things like message body, hyper personalization
• Through the process, we learned:
– More touches matter and email is more effective than calls
– Certain industries were not a great fit while others were surprisingly fruitful
– Found ways to scale even further through targeted outsourcing providers
for time consuming tasks like list building & data cleansing
@MARKSBIRCH - HTTP://BIRCH.CO 17
Experiment often, view results,
understand results, iterate
Our Results
• In six months, we were able to:
– Increased prospecting throughput from 800 to
10,000 leads per month
– Improved open and reply rates to over 50% and
20% respectively
– Generated 315 qualified sales deals up from 8
total deals six months prior (note that these are
enterprise class deals)
@MARKSBIRCH - HTTP://BIRCH.CO 18
Most importantly, we confirmed
strong need for our product
Let’s Talk
• Learn more about Enhatch http://www.enhatch.com/
• Read my blog Strong Opinions on sales topics
http://birch.co
• Tweet at me, I generally reply if you are nice @marksbirch
• Connect over LinkedIn and mention that we met at Sales
Hacker https://www.linkedin.com/in/marksbirch
• If you sell to enterprises, join us for the NYC Enterprise
Sales Meetup http://www.meetup.com/NYC-Enterprise-
Sales-Meetup/
@MARKSBIRCH - HTTP://BIRCH.CO 19
Q & A
• Questions about the presentation or on
general practices in scaling sales
development? Please question away…
@MARKSBIRCH - HTTP://BIRCH.CO 20
THANKS AGAIN FOR LISTENING!

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How to Scale Sales Development with Two and a Half Reps

  • 1. How to Scale Sales Development w/ Two and a Half Reps By Mark Birch @marksbirch CRO of Enhatch @ENHATCH
  • 2. Key Points • Big results with little investment • Go broad and narrow down as you analyze results • Do first, learn how to improve, then outsource or delegate • Scale the process before you scale the team • It’s a team effort – much thanks to Peter, Sasha, Glenn & Zahid of Enhatch @MARKSBIRCH - HTTP://BIRCH.CO 2
  • 3. About Me • Co-founder & head of sales for Enhatch • Enhatch – early stage SaaS startup with mobile field sales productivity apps for enterprises involved in complex sales • Been doing sales for over fifteen years at places like Siebel and Oracle • Complete noob about lead gen or sales development before Enhatch @MARKSBIRCH - HTTP://BIRCH.CO 3
  • 4. Our Challenge • We have no sales “team” – just myself, one full- time rep, and a sales contractor (the “half”) • We are bootstrapped but revenue generating • We are in a crowded market (CRM / sales enablement) with plenty of competitors • No one was knocking down the door begging us to use our product • Not entirely sure we had product / market fit @MARKSBIRCH - HTTP://BIRCH.CO 4 Need to generate enough leads in order to get deals in the pipe
  • 5. The Fundamental Sales Problem The intersection between your product & prospect need is small @MARKSBIRCH - HTTP://BIRCH.CO 5 Your Prospects Your Product
  • 6. Possible Solutions • Hire an outsourcing firm • Hire an appointment setting firm • Hire an SDR team …all potentially large upfront commitments @MARKSBIRCH - HTTP://BIRCH.CO 6 Requires both investment in capital and time without much certainty in results
  • 7. Our Solution… Scale the Process • Five repeatable steps • Works with minimal people • Requires minimal investment • Immediate and actionable results @MARKSBIRCH - HTTP://BIRCH.CO 7 Before you scale the team, scale how you do things
  • 8. The Scalable Prospecting Stack • Source • Scrub • Hook • Sequence • Cycle @MARKSBIRCH - HTTP://BIRCH.CO 8
  • 9. Finding Your Source Question: Why did Willie Sutton rob banks? @MARKSBIRCH - HTTP://BIRCH.CO 9 Because that is where the leads are!
  • 10. Places for Leads • Find large groupings of prospects that fit your target market and congregate – Professional networks - LinkedIn, AngelList – Tradeshows & events – Sales intelligence tools – Paid industry lists – Inbound traffic @MARKSBIRCH - HTTP://BIRCH.CO 10 The cheapest sources can often turn out to be the best sources
  • 11. Our Lead Acquisition • Use LinkedIn and Sales Navigator – Easy to use search on multiple parameters such as industry, title, company size… – Provides number of people that fall within each search – are you targeting too wide (over >5000) or too narrow (<500) – Sales Navigator allows you to view 3rd level connections • Harvest prospects via Salesloft – Provides key data points about prospects (company, title, location, phone, etc.) – Fills-in best guess for email address – Extract into spreadsheet for processing @MARKSBIRCH - HTTP://BIRCH.CO 11
  • 12. Scrub the Leads Clean • Whatever the lead source, some % are going to be wrong – Tools that provide email addresses are simply guessing at the proper formats – Some people do not update online profiles often e.g. current job / company is outdated – Information grows stale quickly @MARKSBIRCH - HTTP://BIRCH.CO 12 You can recover many of these bad contacts through quick cleanup
  • 13. Scrubbing “Hacks” • Kickbox.io to weed out bad emails – Protects you from getting lots of bounced emails which hurts your email “deliverability” – Provides helpful explanations as to why email addresses will bounce • Data.com to get proper email or email domain – Recover bad emails by uncovering the correct domain & email pattern – Get “free” credits by uploading a portion of your contacts into Data.com @MARKSBIRCH - HTTP://BIRCH.CO 13
  • 14. Hook Your Audience • Find one thing that grabs the attention of prospects that matters to them – Big upcoming event, topical news item, major industry report are useful starting points – Think relevant and applies broadly to market • Write very short, very direct message - many emails read on the phone • Personalize, but limit to just a few fields like name, company, and attention grabber • Personalizing subject line is a big winner when it comes to opens - Personalized > 40% opens @MARKSBIRCH - HTTP://BIRCH.CO 14 Ask yourself, is the message relevant, to the point & personal
  • 15. Example of Target Email • Subject: Bob, catch you at Hack-a-mania 2015 • Body: Hi Bob, I am attending Hack-a-mania next week and wondered if you were also going as well. The reason is that I was hoping to chat about sales hacker tools and was curious what Big Enterprise Co. is using today. My company EnHacken offers a mobile hacker tool focused on helping hackers code faster and we work with lots of folks in the forestry industry. When would be a good time to meet for a quick chat? Mark @MARKSBIRCH - HTTP://BIRCH.CO 15 Hook
  • 16. Build Your Sequencing Engine • Many sales tools for operationalizing the SDR process…Outreach.io works best for us • Focus on email only – Inbox is still where business gets done – Calls are not as effective a channel early on • Start with shorter sequences of 4 – 6 steps – Each step is an email based on personalized template – Noticed open / reply rates improved deeper within the sequence – Now moving to longer 12 step campaigns • Consider tying your email to an email infrastructure to improve deliverability and avoid spam catchers @MARKSBIRCH - HTTP://BIRCH.CO 16 The more touches, the better the results (within reason of course)
  • 17. Rinse and Repeat • At scale, it is easier to see what works i.e. is it the prospects or the messaging • A/B test for the things that have most impact – Important for big things such as subject lines, compelling hook, industry focus, lead source – Not as critical for smaller things like message body, hyper personalization • Through the process, we learned: – More touches matter and email is more effective than calls – Certain industries were not a great fit while others were surprisingly fruitful – Found ways to scale even further through targeted outsourcing providers for time consuming tasks like list building & data cleansing @MARKSBIRCH - HTTP://BIRCH.CO 17 Experiment often, view results, understand results, iterate
  • 18. Our Results • In six months, we were able to: – Increased prospecting throughput from 800 to 10,000 leads per month – Improved open and reply rates to over 50% and 20% respectively – Generated 315 qualified sales deals up from 8 total deals six months prior (note that these are enterprise class deals) @MARKSBIRCH - HTTP://BIRCH.CO 18 Most importantly, we confirmed strong need for our product
  • 19. Let’s Talk • Learn more about Enhatch http://www.enhatch.com/ • Read my blog Strong Opinions on sales topics http://birch.co • Tweet at me, I generally reply if you are nice @marksbirch • Connect over LinkedIn and mention that we met at Sales Hacker https://www.linkedin.com/in/marksbirch • If you sell to enterprises, join us for the NYC Enterprise Sales Meetup http://www.meetup.com/NYC-Enterprise- Sales-Meetup/ @MARKSBIRCH - HTTP://BIRCH.CO 19
  • 20. Q & A • Questions about the presentation or on general practices in scaling sales development? Please question away… @MARKSBIRCH - HTTP://BIRCH.CO 20 THANKS AGAIN FOR LISTENING!