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P RO S P EC T
- M A N AG E M E N T SYSTEM

Introductory Training For Managers
December 20, 2013
Sales Achievements Pte Ltd
Robert Roseberry, General Manager
Prudential Tower
30, Cecil Street, Level 27
Singapore 049712
AGENDA – NEXT 90 MINUTES
Introductions & Objectives

Part 1: DEI Sales Prospect Management Methodology, Sales Stages, Sales Cases

Part 2: Sales6ix Smart Forecasting App for Salesforce.com
• Sales behavior types: Conducting Sales Dashboard (Board) reviews with reps
• Sales6ix at PACNET
Questions and wrap-up
ABOUT
FOUNDED IN 1979 BY STEPHAN SCHIFFMAN
Books…

9,000 COMPANIES AND 500,000 SALES PEOPLE
PROVEN METHODOLOGY
THE STANDARD IN SALES PIPELINE MANAGEMENT
Some Client of
A

x

E = Sales

ACTIVITY X EFFECTIVENESS = SALES RESULTS

ONE
IS
-A-

CHOICE
A

x

E=

Sales

Ax

E

=

Sales

x

E

=

Sales

A

SALES MANAGEMENT IS RESPONSIBLE FOR INSURING THAT EVERY SALES
PERSON IS OPERATING AT A HIGH LEVEL OF ACTIVITY AND EFFECTIVENESS...
GETTING
-TO-

“CLOSED”

OBJECTIVE:
TO INCREASE SALES BY IMPLEMENTING A VISUAL SYSTEM THAT WILL
HELP SALESPEOPLE IDENTIFY, QUANTIFY, FORECAST AND MANAGE
REVENUE-PRODUCING BUSINESS RELATIONSHIPS.
M AY B E
DATE & TIMEL IT Y
COMMON A
TRUST

O

I

P
Present the
plan that makes
sense

Open & Qualify

NO!
PUSHY
Gather Information

SALE

C
Get the business
KEY
POINTS
-IN-

OUR
PROCESS
T H E R E I S O N LY O N E K E Y O B J E C T I V E AT E A C H S TA G E O F T H E S E L L I N G
PROCESS …
G E T TO T H E N E X T S T E P ! ! ! !
T H E R E I S O N LY O N E G O O D M E E T I N G …

A M E E T I N G T H AT E N D S I N A D AT E A N D T I M E TO M E E T A G A I N !
YO U ’ L L S E E H O W T H I S A P P L I E S TO O U R SY S T E M .
GETTING
TO
“SOLD”

2

1
FIRST
GATHER
INFORMATION
APPOINTMENT

3

COMPANIES

PROPOSAL

VERBAL YES

25%

TARGETS

50%

90 %

(active)

(active)

NEW

YOU

PROJECTS

WANT

(active)

NEW

SELL

SOLD

OR

TO

CLOSED-USE
YOUR
SERVICES

CUSTOMERS

FALL DOWN

FAIL TO SECURE DATE & TIME

T I ME
- PROSPECTS DROP OUT OVER TIME – PEOPLE TELL US “NO”
- OUR JOB IS TO BE CONSTANTLY FINDING NEW OPPORTUNITIES TO CREATE GROWTH FOR THE COMPANY
-THE-

P RO S P EC T
MANAGEMENT

SYSTEM (THE BOARD)
TARGETS

FIRST
APPT

GATHERING
INFORMATION PROPOSAL

VERBAL
YES

CLOSED

KEY
-POINTS• MUST HAVE A DATE AND TIME TO SEE SOMEONE TO
STAY ON THE BOARD.

• THE OBJECTIVE IS TO POPULATE THE BOARD WITH AS
MANY NEW OPPORTUNITIES AS POSSIBLE.
• FAILURE TO GET A COMMITMENT TO MEET AGAIN
RESULTS IN THE OPPORTUNITY MOVING TO FALL DOWN.

FALL DOWN
HOW DO WE KNOW IF THE SALES GROUP
IS EXECUTING THE STRATEGY?
I WONDER IF ANYONE’S DOING ANYTHING?
MARKETING STRATEGY
VALUE EQUATION
TERRITORY MANAGEMENT
COMPENSATION PLAN
MARKETING COLLATERAL

FA

1

2

3

C

GOALS
-&OBJECTIVES

FD
THE MISSING LINK ….

A SYSTEMATIC WAY TO INSURE THAT THE SALES ORGANIZATION IS DELIVERING ON THE
STRATEGY AT A LEVEL STRONG ENOUGH TO ACHIEVE THE GOALS AND OBJECTIVE.
WHY
-THESY S T E M

WORKS
THE SYSTEM IS VISUAL --- EASY TO UNDERSTAND
THE SYSTEM DRIVES BEHAVIOR AND DISCIPLINE
ESTABLISHES A COMMON LANGUAGE ACROSS THE COMPANY – CREATES A
COMMON CULTURE
DESIGNED TO BE A COACHING TOOL FOR MANAGERS TO HELP THEIR PEOPLE
IMPROVE
ESTABLISHES ACCOUNTABILITY FOR RESULTS – NO PLACE TO HIDE
SELLING

?

PROCESS

-OR-

&

?

ART
FORM
GREAT
SELLING
IS A

PROCESS

ARTFULLY
DONE
-THE-

BASICS
SMALL
CHANGES

=
BIG

DIFFERENCES
WHAT ’S
-THE-

#1
REASON
WHY
BUSINESSES

FAIL

?
FA I LU R E
TO

G E N E R AT E R E V E N U E
FA ST E N O U G H
TO

OFFSET COST.
1
OBJECTIVE?

2

3

4
“ W H AT

A G R EAT M E E T I N G ! ”
T H AT I S A

HAPPY

“ HM E EATN IN E DAY ! ”
AV E
I CG
O N E T H AT

E TNEDES
H R
W IIT H A
S
- O N LY -

D AT E
&
ONE
T I OD
G OM- E
-TO
MEETING
TA L K

AGAIN!

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Introductory training for managers

  • 1. P RO S P EC T - M A N AG E M E N T SYSTEM Introductory Training For Managers December 20, 2013 Sales Achievements Pte Ltd Robert Roseberry, General Manager Prudential Tower 30, Cecil Street, Level 27 Singapore 049712
  • 2. AGENDA – NEXT 90 MINUTES Introductions & Objectives Part 1: DEI Sales Prospect Management Methodology, Sales Stages, Sales Cases Part 2: Sales6ix Smart Forecasting App for Salesforce.com • Sales behavior types: Conducting Sales Dashboard (Board) reviews with reps • Sales6ix at PACNET Questions and wrap-up
  • 3. ABOUT FOUNDED IN 1979 BY STEPHAN SCHIFFMAN Books… 9,000 COMPANIES AND 500,000 SALES PEOPLE PROVEN METHODOLOGY THE STANDARD IN SALES PIPELINE MANAGEMENT
  • 5. A x E = Sales ACTIVITY X EFFECTIVENESS = SALES RESULTS ONE IS -A- CHOICE A x E= Sales Ax E = Sales x E = Sales A SALES MANAGEMENT IS RESPONSIBLE FOR INSURING THAT EVERY SALES PERSON IS OPERATING AT A HIGH LEVEL OF ACTIVITY AND EFFECTIVENESS...
  • 6. GETTING -TO- “CLOSED” OBJECTIVE: TO INCREASE SALES BY IMPLEMENTING A VISUAL SYSTEM THAT WILL HELP SALESPEOPLE IDENTIFY, QUANTIFY, FORECAST AND MANAGE REVENUE-PRODUCING BUSINESS RELATIONSHIPS.
  • 7. M AY B E DATE & TIMEL IT Y COMMON A TRUST O I P Present the plan that makes sense Open & Qualify NO! PUSHY Gather Information SALE C Get the business
  • 8. KEY POINTS -IN- OUR PROCESS T H E R E I S O N LY O N E K E Y O B J E C T I V E AT E A C H S TA G E O F T H E S E L L I N G PROCESS … G E T TO T H E N E X T S T E P ! ! ! ! T H E R E I S O N LY O N E G O O D M E E T I N G … A M E E T I N G T H AT E N D S I N A D AT E A N D T I M E TO M E E T A G A I N ! YO U ’ L L S E E H O W T H I S A P P L I E S TO O U R SY S T E M .
  • 9. GETTING TO “SOLD” 2 1 FIRST GATHER INFORMATION APPOINTMENT 3 COMPANIES PROPOSAL VERBAL YES 25% TARGETS 50% 90 % (active) (active) NEW YOU PROJECTS WANT (active) NEW SELL SOLD OR TO CLOSED-USE YOUR SERVICES CUSTOMERS FALL DOWN FAIL TO SECURE DATE & TIME T I ME - PROSPECTS DROP OUT OVER TIME – PEOPLE TELL US “NO” - OUR JOB IS TO BE CONSTANTLY FINDING NEW OPPORTUNITIES TO CREATE GROWTH FOR THE COMPANY
  • 10. -THE- P RO S P EC T MANAGEMENT SYSTEM (THE BOARD) TARGETS FIRST APPT GATHERING INFORMATION PROPOSAL VERBAL YES CLOSED KEY -POINTS• MUST HAVE A DATE AND TIME TO SEE SOMEONE TO STAY ON THE BOARD. • THE OBJECTIVE IS TO POPULATE THE BOARD WITH AS MANY NEW OPPORTUNITIES AS POSSIBLE. • FAILURE TO GET A COMMITMENT TO MEET AGAIN RESULTS IN THE OPPORTUNITY MOVING TO FALL DOWN. FALL DOWN
  • 11. HOW DO WE KNOW IF THE SALES GROUP IS EXECUTING THE STRATEGY? I WONDER IF ANYONE’S DOING ANYTHING? MARKETING STRATEGY VALUE EQUATION TERRITORY MANAGEMENT COMPENSATION PLAN MARKETING COLLATERAL FA 1 2 3 C GOALS -&OBJECTIVES FD THE MISSING LINK …. A SYSTEMATIC WAY TO INSURE THAT THE SALES ORGANIZATION IS DELIVERING ON THE STRATEGY AT A LEVEL STRONG ENOUGH TO ACHIEVE THE GOALS AND OBJECTIVE.
  • 12. WHY -THESY S T E M WORKS THE SYSTEM IS VISUAL --- EASY TO UNDERSTAND THE SYSTEM DRIVES BEHAVIOR AND DISCIPLINE ESTABLISHES A COMMON LANGUAGE ACROSS THE COMPANY – CREATES A COMMON CULTURE DESIGNED TO BE A COACHING TOOL FOR MANAGERS TO HELP THEIR PEOPLE IMPROVE ESTABLISHES ACCOUNTABILITY FOR RESULTS – NO PLACE TO HIDE
  • 17. FA I LU R E TO G E N E R AT E R E V E N U E FA ST E N O U G H TO OFFSET COST.
  • 19. “ W H AT A G R EAT M E E T I N G ! ” T H AT I S A HAPPY “ HM E EATN IN E DAY ! ” AV E I CG
  • 20. O N E T H AT E TNEDES H R W IIT H A S - O N LY - D AT E & ONE T I OD G OM- E -TO MEETING TA L K AGAIN!