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Opportunity Management:
© The TAS Group 2014 
Roger White 
EMEA Sales Operations Mgr. 
Tim Foster 
AVP Sales EMEA 
Maureen Blandford 
EVP Marketing.
Agenda 
• Why Opportunity Management Fails 
• How to get the Data you need 
• The most critical Question 
• Manager Effectiveness 
© The TAS Group 2014
Why Opportunity 
Management Fails? 
© The TAS Group 2014
© The TAS Group 2014
Gap# 1- The Process Gap 
Impact 
Analysis Awareness Evaluate Accept Implement 
of Need 
Qualify & Discover Collaboration Commit Implement Business 
Development 
© The TAS Group 2014 
Buyer Decision Stages 
Sales Process Stages 
Operations 
& Planning 
Solution 
Customer 
is here 
You 
are here
Gap #2 – The Coaching Gap 
© The TAS Group 2014 
TIME 
Buyer 
Sophistication 
Effectiveness 
Of Sales Rep 
SOPHISTICATION 
Manager Coaching: 
Close the Gap
Gap #3 – The Strategy vs Execution Gap 
© The TAS Group 2014 
Strategy 
Objections 
Execution 
Evidence 
Key Players 
Actions 
Follow 
Up 
Business 
Case
How to Get the Data 
You Need? 
© The TAS Group 2014
Opportunity Management Framework 
Assess the 
Opportunity 
© The TAS Group 2014 
Test and 
Improve the Plan 
Turn Ideas 
Into Action 
Develop the 
Relationship Strategy 
Define the 
Competitive Strategy 
1 
2 
3 
4 
5
The Most 
Critical Question? 
© The TAS Group 2014
© The TAS Group 2014 
“ “ You can only sell 
a solution after you 
find the problem.
Manager Effectiveness
© The TAS Group 2014
Why Was it Worth It? 
• Increased performance in teams – top teams outperform 
other teams by some 40% 
• Improved performance in New Hires over previous years 
• Improved Retention in New Hires 
• Better reporting capability 
• Leading a culture change from individual to collective 
• Better focus on core sales skills development 
• Creating an environment of peer to peer learning 
© The TAS Group 2014
Where to Start? 
Sales Execution 
Sales Management Customer Insight 
© The TAS Group 2014 
Organizational Impact 
1. Poor qualification 
2. Extended /slipped sales cycles 
3. Late stage deal surprises 
4. Price pressure / High discounts 
5. Poor team collaboration 
1. Poor pipeline visibility 
2. Inaccurate sales forecasts 
3. No common sales language 
4. Resources applied to wrong deals 
5. Long ramp-up time for new hires 
1. Manager involved late in the deal 
2. Quarter-end fire drills 
3. Managing not coaching 
4. High rep turnover 
5. Low % reps achieving quota 
1. Buying process not understood 
2. Customer challenge unknown 
3. Buyer controls the sale 
4. Limited Key player access 
5. No customer verifiers
Thank You!

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Webinar | Opportunity Management - Mind the Reality Gap

  • 2. © The TAS Group 2014 Roger White EMEA Sales Operations Mgr. Tim Foster AVP Sales EMEA Maureen Blandford EVP Marketing.
  • 3. Agenda • Why Opportunity Management Fails • How to get the Data you need • The most critical Question • Manager Effectiveness © The TAS Group 2014
  • 4. Why Opportunity Management Fails? © The TAS Group 2014
  • 5. © The TAS Group 2014
  • 6. Gap# 1- The Process Gap Impact Analysis Awareness Evaluate Accept Implement of Need Qualify & Discover Collaboration Commit Implement Business Development © The TAS Group 2014 Buyer Decision Stages Sales Process Stages Operations & Planning Solution Customer is here You are here
  • 7. Gap #2 – The Coaching Gap © The TAS Group 2014 TIME Buyer Sophistication Effectiveness Of Sales Rep SOPHISTICATION Manager Coaching: Close the Gap
  • 8. Gap #3 – The Strategy vs Execution Gap © The TAS Group 2014 Strategy Objections Execution Evidence Key Players Actions Follow Up Business Case
  • 9. How to Get the Data You Need? © The TAS Group 2014
  • 10. Opportunity Management Framework Assess the Opportunity © The TAS Group 2014 Test and Improve the Plan Turn Ideas Into Action Develop the Relationship Strategy Define the Competitive Strategy 1 2 3 4 5
  • 11. The Most Critical Question? © The TAS Group 2014
  • 12. © The TAS Group 2014 “ “ You can only sell a solution after you find the problem.
  • 14. © The TAS Group 2014
  • 15. Why Was it Worth It? • Increased performance in teams – top teams outperform other teams by some 40% • Improved performance in New Hires over previous years • Improved Retention in New Hires • Better reporting capability • Leading a culture change from individual to collective • Better focus on core sales skills development • Creating an environment of peer to peer learning © The TAS Group 2014
  • 16. Where to Start? Sales Execution Sales Management Customer Insight © The TAS Group 2014 Organizational Impact 1. Poor qualification 2. Extended /slipped sales cycles 3. Late stage deal surprises 4. Price pressure / High discounts 5. Poor team collaboration 1. Poor pipeline visibility 2. Inaccurate sales forecasts 3. No common sales language 4. Resources applied to wrong deals 5. Long ramp-up time for new hires 1. Manager involved late in the deal 2. Quarter-end fire drills 3. Managing not coaching 4. High rep turnover 5. Low % reps achieving quota 1. Buying process not understood 2. Customer challenge unknown 3. Buyer controls the sale 4. Limited Key player access 5. No customer verifiers