This document outlines an action plan and timeline for a sales director with the goals of establishing appropriate recruiting and sales strategies, identifying and prioritizing prospects, developing sales representatives as subject matter experts, refining sales plans and initiatives, driving sales and implementing marketing efforts, and strengthening the sales team and their performance over a 90 day period. Key actions include evaluating market factors, creating customized pitch materials, promoting service levels, reviewing representative plans, developing regional sales goals, qualifying leads, and implementing coaching.
How to Create a Marketing Plan for Financial Advisors and Grow Your Business ...Claire Akin, MBA
Are you ready to make this year your best year ever? Get started by joining us for an exclusive workshop webinar to create your marketing plan! We'll review six steps to get started with your marketing plan including:
Your Website
Search Engine Optimization (SEO)
Email Marketing
Event Marketing
Social Media
Creating a Marketing Calendar
You'll walk away with a concrete action plan to increase new leads and referrals this year and beyond!
This presentation will assist marina managers and owners create an effective strategic marketing plan.
However, it can be used as a model for creating a marketing plan for any product or service.
The Strategic Marketing Manager will work cross-functionally to drive business performance and maximize the growth, development, and return on investment of the organization’s overall products portfolio. The Strategic Marketing Manager will report to the Global Business Director.
How to Create a Marketing Plan for Financial Advisors and Grow Your Business ...Claire Akin, MBA
Are you ready to make this year your best year ever? Get started by joining us for an exclusive workshop webinar to create your marketing plan! We'll review six steps to get started with your marketing plan including:
Your Website
Search Engine Optimization (SEO)
Email Marketing
Event Marketing
Social Media
Creating a Marketing Calendar
You'll walk away with a concrete action plan to increase new leads and referrals this year and beyond!
This presentation will assist marina managers and owners create an effective strategic marketing plan.
However, it can be used as a model for creating a marketing plan for any product or service.
The Strategic Marketing Manager will work cross-functionally to drive business performance and maximize the growth, development, and return on investment of the organization’s overall products portfolio. The Strategic Marketing Manager will report to the Global Business Director.
An Overview ________________________________________
A Highly accomplished Sales & Marketing Manager with over 15 years of distinguished career donning pivotal roles predominantly in the areas of market intelligence, sales & business development, Key account management and promotional activities. Deftness in handling overall activities of Key accounts and providing enterprise level solution.
Rich experience of sales industry managing and driving sales & achieving desired targets with overall responsibility of promotional activities. Exploring marketing avenues to effectively build consumer preferences & drive volumes for clients.
Strong credentials in rolling innovative strategies to transform business units to globally competitive business ventures; equipped with outstanding communication and motivational abilities to facilitate attainment of strategic goals and bottom line objectives.
Capable of utilizing understanding of the industry dynamics with knowledge of organizing and conducting advertising campaigns as well as promotional events with expertise in increasing the profitability. Gained exposure in brand building and enhancing product visibility using all forms of communication.
AREAS OF EXPERTISE
Technical Sales & Marketing operations
Product Management
Strategic Planning
Key Account Management/Client Servicing
Leadership & Team Management
Business generation
Team Building/Mentoring
Negotiations
Channel Sales
Customer Retention
AREAS OF EXPERTISE
Technical Sales & Marketing operations
Product Management
Strategic Planning
Key Account Management/Client Servicing
Leadership & Team Management
Business generation
Team Building/Mentoring
Negotiations
Channel Sales
Customer Retention
AREAS OF EXPERTISE
Technical Sales & Marketing operations
Product Management
Strategic Planning
Key Account Management/Client Servicing
Leadership & Team Management
Business generation
Team Building/Mentoring
Negotiations
Channel Sales
Customer Retention
CORE COMPETENCIES
________________________________________
Adept in managing entire life cycle in introduction / development of new product portfolios including multi-vendor positioning, visibility plans and market & consumer feedback, etc.; extremely effective in understanding client requirements and placing plans for go to sales and market activities.
Strong business acumen with expertise in implementing sales & business development procedures, marketing strategies along with service plans and guidelines; efficient in ensuring customer/client satisfaction through effective customer communication plans
Comprehensive experience in developing relationships with key corporate accounts, high net-worth clients to understand their requirements; excellent in suggesting the most viable products/service as well as cu
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Looking to scale something up? Depending on how you're going after your market/ acquiring users, you may need to build a sales organization that's optimized for a top-down or bottom-up sales process (or perhaps both).
Watch the video overview at http://a16z.com/2015/03/06/go-to-market-bootcamp/ and then check out this slide deck, which shares some concrete tips and tools for accelerating time to market -- from the go-to-market experts at a16z, led by 'sales savant' Mark Cranney.
Because selling to enterprises is a lot like getting a bill passed through Congress: it can get stuck. And getting stuck -- or going down the wrong path -- can mean death to startups in a competitive market. Here's how to avoid that.
1. Establish appropriates sales rep/account executive recruiting strategy (mix)
Perform regional evaluation of market factors to guide sales and marketing strategies
Identify, qualify and prioritize new prospects with individual sales representatives. Conduct sales calls
Develop initiatives to position Stewart sales representatives as Subject Matter Experts
Create “best in class” pitch deck and collateral materials customized for each targeted vertical
Create inter-product initiatives for joint-sales calls and CE programs . Include Stewart ancillary products and services
Promote sales, service levels and fulfillment exceeding perceived competitor performance
Communicate strategy, metrics, expectations and accountability to team
Review individual sales representative action plans and timelines within targeted verticals
Refine individual action plans and timelines for each existing and targeted key account
Develop regional sales-plan goals, initiatives and revenue/profit projections
Commence sales calls and implement marketing initiatives within targeted verticals
Drive culture and techniques leveraging Stewart’s resources as up-sell and cross-sell opportunities
Embrace senior management expectations, culture, goals, objectives and priorities
Cultivate authenticity among co-workers. Establish sales and profit projections within targeted verticals
Communicate sales management vision and leadership to align sales and marketing functions
Determine potential advantages and exploit weaknesses of competitors
Identify industry competitive gaps identifying customer “buying behavior”
Promote mobile apps, seamless technology and real-time connectivity
Examine past current, planned sales initiatives and co-marketing strategies
Evaluate team structure, alignment, channels, initiatives as basis for new and incremental sales
Review sales cycle; wins and losses. Establish realistic goals for new and incremental individual sales
Identify, quantify and prioritize existing and targeted customers; determining how we increase their transaction volume
Establish realtor, lender, builder, developer, residential and commercial sales benchmarks
Commence participation in customer sales calls and follow-up coaching
Call on key customers and prospects as up-sell and cross-sell candidates, determining growth potential
Engage staff individually and in weekly team meetings. Conduct funnel calls
Continue (inter-product) direct and intermediary sales activities within targeted verticals
Recruit sales representatives with geographic and targeted-vertical expertise
Implement team development initiatives and implement coaching and mentoring activities
Strengthen and broaden geographic presence, focusing on expertise within targeted verticals
Attend sales calls: enhance individual and team sales techniques and performance
Support and perform sales initiatives which include:
• Increasing direct sales and intermediary COI sales calls,
• Increasing industry co-sponsored CE Events with vendor/partners
• Increasing webinars, seminars, road shows and town halls
• Increasing SME speaker, presenter, panel participation and industry networking events
• Increasing industry “problem-solved” testimonials, published articles, news feeds
• Increasing Newsletter featuring customers, case studies and sales representatives
SAMPLE ACTION PLAN & TIMELINE: SALES DIRECTOR
Proprietary
Ted Sprink – 2016
Day 1-30
Day 31-60
Day 61-90