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Sales Enablement
     Presentation
Identifying the Eagle Within Each
    Of Us Through A Familiar
             Approach David Zahn
                       ZAHN Consulting, LLC
Agenda
•   Why We Are Here
•   What Needs To Be Done
•   How To Do It
•   ZAHN Consulting, LLC
What Happened?

WHY WE ARE HERE
Pause For Cause
• 80/20       83/17
• Yet, we have:
    – Better training
    – Improved tools and resources
    – Focus on compensation and
      incentives
    – But we are getting worse!
• Why? What prevents the
  company from having even
  better success?
• How do you reinforce those
  efforts?
• How do you “institutionalize”
  successes?
“Classic” Organizational
             Hurdles
                           Pragmatic Concerns

 No time nor budget to develop skills – need people to
  be productive!

 Training viewed as “X” day(s) program (and done).

 Skills are not reinforced “on the job” (and thus are
  extinguished).

 Management does not embrace/coach/
  monitor/enforce/ counsel based on trained concepts.

 Performance rarely changes dramatically.

 Varying levels of competence (and selection of
  trainees and training initiatives frequently fails to
  account for differences).

 Needs are “assumed,” not known.
“Classic” Organizational
         Hurdles (Continued)
                          Pragmatic Concerns
 Increased pressure to reduce time away
  from field.

 Unsure of how to justify training expense
  (but want to ensure “value-received”).

 Shifting responsibilities (cross-
  functional/business management/
  financial/etc.).

 Greater embedded base of technology
  users (laptops, software applications, etc.)
  and ever increasing complexity of
  applications.
But Here Is The Biggest Issue
• We are focused on the WRONG things –
  but do them better and better!
Not Always Sane In The Brain




Reptilian Brain – Fight or Flight
Limbic System – Emotions
NeoCortex – Thoughts and logic
Thalamus – Gateway to other parts of brain
Amygdala – Regulates emotions and memories
So What Do We Do?
• We train our sales force to:
  – Penetrate accounts
  – Uncover Pain/Opportunities
  – Use more facts and logic
• We believe we should:
  – Know more than our customers
  – Demonstrate strength and cover-up weakness
  – Control the sales call
  – Follow a scripted process
Reap What We Sow
• Who would react well to being probed?
• How would you respond if about to be
  interrogated?
• When someone offers “factual” or “logical
  proof”, wouldn’t we look to challenge or
  refute?
• Don’t you wonder how anyone can really
  be that smart?
Do different things to get different results

WHAT NEEDS TO BE DONE
Back To The Future
• What is a key role of the Sales Person –
  manage relationships!
  – Do we interrogate people we want to form
    relationships with?
  – Do we refuse to show our “humanness” to
    them?
  – Do we act as if we know it all?
• A story as old as time…
Have We Forgotten…
• The importance of Trust
  – Caring
  – Communication
  – Competence
  – Character
  – Commitment
  – Clarity
• Removing barriers
• ES = RS * CS
Stop, Continue and Start



• Filling out templates   • Understanding my          • Speak WITH me, not
• Focusing on seller        business                    TO me
  needs                   • Helping buyer solve       • Listening to me
• Leading with              issues                    • Share seller mistakes
  data/facts/science/     • Appreciating how          • Tell me the story
  features/                 decisions are reached       (Harvard uses
• Being overly logical    • Following the sales         business cases to
                            cycle (but differently)     teach concepts)
The importance of connection

HOW TO DO IT
The Steps
Power of Story
•   Once upon a time…
•   Caveman drawings
•   Music
•   Art
•   Novels
•   Movies
Steps of the Story
•   The Goal
•   The Setting
•   The Conflict
•   The Crossroad
•   The Outcome
Vulnerability
• How do you react when someone is smug,
  a know-it-all, and seems too perfect?
• How do you react when someone is
  imperfect, hurt, or shows “fallibilities?”
Aligning Buy Cycle with
                                         Selling Activities
                                      Phase 1   Phase 2   Phase 3
                                      Needs     Details   Consequence
Level of Buyer Interest




                          Needs


                            Cost


                          Solution


                            Risk


                                                   Time
Alignment Between Cycles
Buy Cycle             Sell Cycle

•   Curious           •   Story on Curious
•   Needs             •   Story on Need Development
•   Idea Generation   •   Story on Brainstorming
•   Solution          •   Story on Solution Creation
•   Value             •   Story on ROI or Evaluation
•   Implement         •   Story on Execution
•   Decision          •   Story on Determination
•   Integration       •   Story on Actions
Discussion
ZAHN Consulting, LLC
              Management Process
                                     Analysis
                                2.    Skill Analysis
                                                          3.
                                     l


                                      - Interviews
         1.   Strategic Direction     - Internal Surveys
              lIdentify Corporate    lIdentify Needs     Curriculum Design
               Objectives                             l  Prioritize Needs
              lTraining Approach                      l  Multi-level
              lSales Strategy                         l  Multi-year


8.   Evaluation                                           4. Product Design
     lBehavioral
                                                             l   Objective
      Impact
                                                             l   Program Format
     l Identify Next
                                                             l   Concepts
      Steps


     7.   Follow-Up &
          Reinforcement                           5. Product Development
          lManagement Tools                           Content Development
                                                      l



          lJob Aids                                   Content Review
                                                      l



          lVerify Usage                               Pilot
                                                      l




                        6. Product Implementation
                            Product Scheduling
                            l


                            Product Execution
                            l
Who is ZAHN Consulting, LLC
       • David Zahn
          –   Instructional Designer
          –   20 years corporate and consulting experience (Symbol
              Technologies, IRI/Neo, Inc., and now ZAHN Consulting, LLC.)
          –   Published author of two books (“How To Succeed As An
              Independent Consultant” and “The Quintessential Guide To
              Using Consultants”), weekly columnist for Connecticut Post
              and frequent contributor to trade publications and e-zines
              (T&D, Grocery Headquarters, Brandweek, Airline Revenue
              News, Kenosia Report, IRI Publications,
              http://blog.ctnews.com/zahn/, www.businessweek.com,
              www.entrepreneur.com, www.retailwire.com,
              www.morningnewsbeat.com) and many others
          –   Interviewed on many business radio shows addressing CPG
              issues, Consulting Skills, and Entrepreneurship
          –   Co-moderator of Category Management Share Group
          –   Adjunct faculty member at University of New Haven
       • ZAHN Consulting, LLC Consultants
          –   ZAHN Consulting, LLC maintains relationships with specialists
              in Brand Marketing, Retailing, Information Systems, Sales,
              Operations and other functional areas.
          –   Consultants have a combined 110 years of industry experience
              across multiple channels, manufacturers, categories and
              initiatives.
Consulting Experience
• ZAHN Consulting, LLC has experience in meeting the following
  needs for clients:
   – Employee Development/Training – Workshop360SM
      http://www.zahnconsulting.com/workshop.htm
        •   Needs Assessment
        •   Sales Skills
        •   Analytic Skills
        •   Financial Skills
        •   Management Skills
        •   Software Application Skills
   – Strategic Planning
        • Shopper Marketing
        • Business Planning
        • Brand/Product Management Plans
   – Research
        • Surveys
        • “Best in Class” Differentiators
   – International and Domestic Assignments for multi-national companies.
  ZAHN Consulting, LLC helps companies maximize their results by extending
          beyond employee knowledge to improved performance.
We have collaborated with many of the “tool” providers driving
 innovation within the industry to complement our expertise

             • Primary source for client training (Data Detective, Category Management, and other
               programs)
             • Frequently asked to contribute to strategy sessions for new product training, curriculum
               development, and training delivery options.


             • Combines ZAHN Consulting, LLC’s extensive category management training
               expertise with Interactive Edge’s decision support tools to enable Retailers/Mfrs. to
               identify opportunities through analysis of price, promotion, assortment, demographic,
               clusters, shopper segments, and store specific data variables.


             • As many clients have begun to use data to drive more deeply into the purchase
               habits of shoppers, our projects have often included the use of and interpretation of
               Catalina Marketing data.



             • David Zahn is the developer and facilitator for conducting all Apollo Designer
               Workstation optimization workshops as part of Aldata Apollo curriculum

             • Currently working on a webinar series with Cosmic Solutions to address the needs
               of analysts, sales people, brand managers, and others with a need to quickly
               assess performance and develop action-oriented insights to build business.
Our client experience includes national
and multinational CPG manufacturers
Recent Issues We Have Helped
           Resolve
• Salespeople miss the “needs” of the buyer/others within
  the retailer
• Presentations are too diffuse/not focused; don’t provide
  ideas to differentiate against competition
• Lack of awareness of Retailer’s metrics or objectives
• No acknowledgement of RETAILER’s competition, just
  other brands
• Salespeople are “parroting” what HQ Marketing or others
  provided – but do not understand their own presentation
• Very tactical – no unifying strategy
• What about the SHOPPER!
Creating the Vision
• Recognizing WHO is to do the
  task
• Identifying the WHAT people
  are to do
• Designing the HOW they are to
  do it
• Determining the WHEN they
  are to do it
• Explaining the WHY it needs to
  be done
For Additional Information
• ZAHN Consulting, LLC can be reached at
  203.269.9290 or at
  www.zahnconsulting.com to discuss your
  training or other consulting needs

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Sales enablement presentation

  • 1. Sales Enablement Presentation Identifying the Eagle Within Each Of Us Through A Familiar Approach David Zahn ZAHN Consulting, LLC
  • 2. Agenda • Why We Are Here • What Needs To Be Done • How To Do It • ZAHN Consulting, LLC
  • 4. Pause For Cause • 80/20 83/17 • Yet, we have: – Better training – Improved tools and resources – Focus on compensation and incentives – But we are getting worse! • Why? What prevents the company from having even better success? • How do you reinforce those efforts? • How do you “institutionalize” successes?
  • 5. “Classic” Organizational Hurdles Pragmatic Concerns  No time nor budget to develop skills – need people to be productive!  Training viewed as “X” day(s) program (and done).  Skills are not reinforced “on the job” (and thus are extinguished).  Management does not embrace/coach/ monitor/enforce/ counsel based on trained concepts.  Performance rarely changes dramatically.  Varying levels of competence (and selection of trainees and training initiatives frequently fails to account for differences).  Needs are “assumed,” not known.
  • 6. “Classic” Organizational Hurdles (Continued) Pragmatic Concerns  Increased pressure to reduce time away from field.  Unsure of how to justify training expense (but want to ensure “value-received”).  Shifting responsibilities (cross- functional/business management/ financial/etc.).  Greater embedded base of technology users (laptops, software applications, etc.) and ever increasing complexity of applications.
  • 7. But Here Is The Biggest Issue • We are focused on the WRONG things – but do them better and better!
  • 8. Not Always Sane In The Brain Reptilian Brain – Fight or Flight Limbic System – Emotions NeoCortex – Thoughts and logic Thalamus – Gateway to other parts of brain Amygdala – Regulates emotions and memories
  • 9. So What Do We Do? • We train our sales force to: – Penetrate accounts – Uncover Pain/Opportunities – Use more facts and logic • We believe we should: – Know more than our customers – Demonstrate strength and cover-up weakness – Control the sales call – Follow a scripted process
  • 10. Reap What We Sow • Who would react well to being probed? • How would you respond if about to be interrogated? • When someone offers “factual” or “logical proof”, wouldn’t we look to challenge or refute? • Don’t you wonder how anyone can really be that smart?
  • 11. Do different things to get different results WHAT NEEDS TO BE DONE
  • 12. Back To The Future • What is a key role of the Sales Person – manage relationships! – Do we interrogate people we want to form relationships with? – Do we refuse to show our “humanness” to them? – Do we act as if we know it all? • A story as old as time…
  • 13. Have We Forgotten… • The importance of Trust – Caring – Communication – Competence – Character – Commitment – Clarity • Removing barriers • ES = RS * CS
  • 14. Stop, Continue and Start • Filling out templates • Understanding my • Speak WITH me, not • Focusing on seller business TO me needs • Helping buyer solve • Listening to me • Leading with issues • Share seller mistakes data/facts/science/ • Appreciating how • Tell me the story features/ decisions are reached (Harvard uses • Being overly logical • Following the sales business cases to cycle (but differently) teach concepts)
  • 15. The importance of connection HOW TO DO IT
  • 17. Power of Story • Once upon a time… • Caveman drawings • Music • Art • Novels • Movies
  • 18. Steps of the Story • The Goal • The Setting • The Conflict • The Crossroad • The Outcome
  • 19. Vulnerability • How do you react when someone is smug, a know-it-all, and seems too perfect? • How do you react when someone is imperfect, hurt, or shows “fallibilities?”
  • 20. Aligning Buy Cycle with Selling Activities Phase 1 Phase 2 Phase 3 Needs Details Consequence Level of Buyer Interest Needs Cost Solution Risk Time
  • 21. Alignment Between Cycles Buy Cycle Sell Cycle • Curious • Story on Curious • Needs • Story on Need Development • Idea Generation • Story on Brainstorming • Solution • Story on Solution Creation • Value • Story on ROI or Evaluation • Implement • Story on Execution • Decision • Story on Determination • Integration • Story on Actions
  • 23. ZAHN Consulting, LLC Management Process Analysis 2. Skill Analysis 3. l - Interviews 1. Strategic Direction - Internal Surveys lIdentify Corporate lIdentify Needs Curriculum Design Objectives l Prioritize Needs lTraining Approach l Multi-level lSales Strategy l Multi-year 8. Evaluation 4. Product Design lBehavioral l Objective Impact l Program Format l Identify Next l Concepts Steps 7. Follow-Up & Reinforcement 5. Product Development lManagement Tools Content Development l lJob Aids Content Review l lVerify Usage Pilot l 6. Product Implementation Product Scheduling l Product Execution l
  • 24. Who is ZAHN Consulting, LLC • David Zahn – Instructional Designer – 20 years corporate and consulting experience (Symbol Technologies, IRI/Neo, Inc., and now ZAHN Consulting, LLC.) – Published author of two books (“How To Succeed As An Independent Consultant” and “The Quintessential Guide To Using Consultants”), weekly columnist for Connecticut Post and frequent contributor to trade publications and e-zines (T&D, Grocery Headquarters, Brandweek, Airline Revenue News, Kenosia Report, IRI Publications, http://blog.ctnews.com/zahn/, www.businessweek.com, www.entrepreneur.com, www.retailwire.com, www.morningnewsbeat.com) and many others – Interviewed on many business radio shows addressing CPG issues, Consulting Skills, and Entrepreneurship – Co-moderator of Category Management Share Group – Adjunct faculty member at University of New Haven • ZAHN Consulting, LLC Consultants – ZAHN Consulting, LLC maintains relationships with specialists in Brand Marketing, Retailing, Information Systems, Sales, Operations and other functional areas. – Consultants have a combined 110 years of industry experience across multiple channels, manufacturers, categories and initiatives.
  • 25. Consulting Experience • ZAHN Consulting, LLC has experience in meeting the following needs for clients: – Employee Development/Training – Workshop360SM http://www.zahnconsulting.com/workshop.htm • Needs Assessment • Sales Skills • Analytic Skills • Financial Skills • Management Skills • Software Application Skills – Strategic Planning • Shopper Marketing • Business Planning • Brand/Product Management Plans – Research • Surveys • “Best in Class” Differentiators – International and Domestic Assignments for multi-national companies. ZAHN Consulting, LLC helps companies maximize their results by extending beyond employee knowledge to improved performance.
  • 26. We have collaborated with many of the “tool” providers driving innovation within the industry to complement our expertise • Primary source for client training (Data Detective, Category Management, and other programs) • Frequently asked to contribute to strategy sessions for new product training, curriculum development, and training delivery options. • Combines ZAHN Consulting, LLC’s extensive category management training expertise with Interactive Edge’s decision support tools to enable Retailers/Mfrs. to identify opportunities through analysis of price, promotion, assortment, demographic, clusters, shopper segments, and store specific data variables. • As many clients have begun to use data to drive more deeply into the purchase habits of shoppers, our projects have often included the use of and interpretation of Catalina Marketing data. • David Zahn is the developer and facilitator for conducting all Apollo Designer Workstation optimization workshops as part of Aldata Apollo curriculum • Currently working on a webinar series with Cosmic Solutions to address the needs of analysts, sales people, brand managers, and others with a need to quickly assess performance and develop action-oriented insights to build business.
  • 27. Our client experience includes national and multinational CPG manufacturers
  • 28. Recent Issues We Have Helped Resolve • Salespeople miss the “needs” of the buyer/others within the retailer • Presentations are too diffuse/not focused; don’t provide ideas to differentiate against competition • Lack of awareness of Retailer’s metrics or objectives • No acknowledgement of RETAILER’s competition, just other brands • Salespeople are “parroting” what HQ Marketing or others provided – but do not understand their own presentation • Very tactical – no unifying strategy • What about the SHOPPER!
  • 29. Creating the Vision • Recognizing WHO is to do the task • Identifying the WHAT people are to do • Designing the HOW they are to do it • Determining the WHEN they are to do it • Explaining the WHY it needs to be done
  • 30. For Additional Information • ZAHN Consulting, LLC can be reached at 203.269.9290 or at www.zahnconsulting.com to discuss your training or other consulting needs