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Welcome to Target Account Selling ®
Program Objectives Developing   and testing a comprehensive plan for your sales opportunity Enabling   you to communicate more effectively with your team Shifting   your sales focus from tactical to strategic Help you win by... Focusing   on the right issues with the right people at the right time
Program Map Opportunity  Assessment Strategy Politics Alignment Planning Testing Implementation Program Modules Assess the  Opportunity Set the Competitive  Strategy Identify the  Key Players Define the  Relationship Strategy Turn Ideas Into Actions Test and Improve the Plan Implement the  Process Target Account Selling Process 1 2 3 4 5 6 7
Sales Return on Investment Level 1 Level 2 Level 3 Productivity Time Tactical Strategic Competitive ,[object Object],Entry
Versatility Level 1 Level 2 Level 3 Focus Orientation Repertoire Finance Relationships Event Product/Service Technology Price Operations Process Business Services Cost Management Outcome Political Solution Value Executive
Development Status Mode Politics Resources Performance Considered Reactive Aware Premature or Excessive Inconsistent Level 1 Level 2 Level 3 Preferred Responsive Agile Timely & Judicious Consistently Achieves Dominant Proactive Astute High ROI Reliably Exceeds
Not in Control Sales Personal Control is providing business value for the customer while forcing the competition to operate in react mode. It is difficult to control external events unless you are in control. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Opportunity Assessment Assess the  Opportunity Set the Competitive  Strategy Identify the  Key Players Define the  Relationship Strategy Turn Ideas Into Actions Test and Improve the Plan Implement the  Process 1 2 3 4 5 6 7 Page 2.
Introduction + – Page 2. Current:  good win rate Potential ,[object Object],[object Object],[object Object],[object Object],[object Object],X Y Z A B C
Four Key Questions - The 4 Principles of Selling ,[object Object],[object Object],[object Object],[object Object],Page 2.
Is There An Opportunity? Page 2. #1 Customer’s  Application or Project ,[object Object],[object Object],[object Object],[object Object],#2 Customer’s  Business Profile #3 Customer’s Financial Condition #4 Access to Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
#5 – Compelling Event ,[object Object],[object Object],[object Object],[object Object],[object Object],Business Initiatives Business Drivers Business Profile Page 2. Compelling Event Consequences Payback Problems Opportunities
Can We Compete? #6 Formal Decision Criteria #7 Solution Fit #8 Sales Resource Requirements #9 Current  Relationship ,[object Object],[object Object],[object Object],[object Object],Page 2. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
#10 – Unique Business Value ,[object Object],[object Object],[object Object],[object Object],[object Object],Business Profile Business Drivers Business Initiatives Capabilities Solution Differen- tiation Page 2. Compelling Events Unique Business Value
[object Object],[object Object],[object Object],[object Object],[object Object],Developing Your Value Proposition Page 1.9
Value = Benefits - Costs/Risks/Consequences Increase Costs/Consequences Page 3.9 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Decrease ,[object Object],[object Object],[object Object],[object Object],[object Object],Acquisition Costs ,[object Object],[object Object],[object Object],[object Object],Possession Costs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Usage Costs ,[object Object],[object Object],[object Object],Opportunity Costs (Risks & Consequences)
Value Proposition Templates You will be able to ______________ resulting in _____________________ by implementing our _____________________. We delivered similar results at ____________________ which resulted in __________________. By changing from _________________ to ___________________, you will affect __________ which means ____________________. We will track the value delivered by _______________ and report it back to you _________. We can help you address __________________________ by installing _________________ which will result in ____________________________. We will ensure your return on investment by ________________________. business initiative specific or measurable outcome solution similar situation or customer past value delivered current situation our solution business driver specific or measurable outcome value tracking system frequency/time compelling event solution specific or measurable outcome shared risk/reward strategy Page 1.10
Sample Value Propositions ,[object Object],[object Object],(business initiative) (measurable outcome) (solution) (similar customer) (measurable results) (current situation) (solution) (measurable outcome) (measurable outcome) (value tracking system) (frequency / time) Page 3.13a
Can We Win? #11 Inside Support #12 Executive  Credibility #13 Cultural Compatibility #14 Informal Decision Criteria #15 Political Alignment ,[object Object],[object Object],[object Object],[object Object],Page 2.8 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Is It Worth Winning? #16 Short-Term Revenue #17 Future Revenue #18 Profitability #19 Degree of Risk #20 Strategic Value ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Page 2.9
Opportunity Assessment Page 2.10 Criteria Assessment CUSTOMER’S APPLICATION OR PROJECT  1 UNDEFINED DEFINED CUSTOMER’S BUSINESS  PROFILE 2 WEAK STRONG CUSTOMER’S FINANCIAL  CONDITION 3 WEAK STRONG COMPELLING EVENT  5 UNDEFINED DEFINED ACCESS TO FUNDS 4 NO YES + – + – + – + – + – Is There An Opportunity? HIGH + Criteria Assessment SHORT-TERM REVENUE 16 LOW FUTURE REVENUE 17 LOW HIGH PROFITABILITY 18 LOW HIGH STRATEGIC VALUE  20 NO YES DEGREE OF RISK 19 HIGH LOW – + – + – + – + – Is It Worth Winning? Criteria Assessment INSIDE SUPPORT  11 WEAK EXECUTIVE CREDIBILITY 12 WEAK STRONG CULTURAL  COMPATIBILITY 13 POOR GOOD POLITICAL ALIGNMENT  15 WEAK STRONG INFORMAL DECISION CRITERIA 14 UNDEFINED DEFINED – + – + – + – + – Can We Win? STRONG + Criteria Assessment FORMAL DECISION CRITERIA  6 UNDEFINED DEFINED SOLUTION FIT 7 POOR GOOD LOW UNIQUE BUSINESS VALUE 10 WEAK STRONG CURRENT RELATIONSHIP 9 WEAK STRONG + – + – + + – + – Can We Compete? SALES RESOURCE REQUIREMENTS 8 HIGH –
Individual Exercise:  Current Opportunity 7/12/XX DATE COMPETITORS OUR CO. - + - ? + X-Sys + + - - ? FINISH BY: Page 2.10a Step 1 ,[object Object],[object Object],Step 2 ,[object Object],[object Object],[object Object],[object Object],Step 3 ,[object Object]
Opportunity Assessment Page 2.10 Criteria Assessment CUSTOMER’S APPLICATION OR PROJECT  1 UNDEFINED DEFINED CUSTOMER’S BUSINESS  PROFILE 2 WEAK STRONG CUSTOMER’S FINANCIAL  CONDITION 3 WEAK STRONG COMPELLING EVENT  5 UNDEFINED DEFINED ACCESS TO FUNDS 4 NO YES + – + – + – + – + – Is There An Opportunity? HIGH + Criteria Assessment SHORT-TERM REVENUE 16 LOW FUTURE REVENUE 17 LOW HIGH PROFITABILITY 18 LOW HIGH STRATEGIC VALUE  20 NO YES DEGREE OF RISK 19 HIGH LOW – + – + – + – + – Is It Worth Winning? Criteria Assessment INSIDE SUPPORT  11 WEAK EXECUTIVE CREDIBILITY 12 WEAK STRONG CULTURAL  COMPATIBILITY 13 POOR GOOD POLITICAL ALIGNMENT  15 WEAK STRONG INFORMAL DECISION CRITERIA 14 UNDEFINED DEFINED – + – + – + – + – Can We Win? STRONG + Criteria Assessment FORMAL DECISION CRITERIA  6 UNDEFINED DEFINED SOLUTION FIT 7 POOR GOOD LOW UNIQUE BUSINESS VALUE 10 WEAK STRONG CURRENT RELATIONSHIP 9 WEAK STRONG + – + – + + – + – Can We Compete? SALES RESOURCE REQUIREMENTS 8 HIGH –
Business Partners Providing   you with access to new markets or customers Leveraging existing relationships with key players in your customer’s organization Providing new levels of expertise in specific industry segments Expanding your ability to deliver a “whole product” or complete solution Reducing the risks associated with the implementation of complex solutions Business Partners can help you advance your sales campaign by… Page 1.20
The Partner’s Role in Your Value Chain Solutions Marketing Sales Implementa-tion Post-Sales Service and Support Solutions Marketing Sales Implementation Post-Sales ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Page 1.21
Partner Assessment Worksheet Page 1.22 Is there an opportunity? (#1-5) ,[object Object],[object Object],[object Object],[object Object],Can we compete? (#6-10) Can we win? (#11-15) Is it worth winning? (#16-20) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Examples Your Opportunity How can your business partner help you with…
Team Activity:  Analyze Your Business Partners FINISH BY: Integrate business partners into the Opportunity Assessment process. Use the worksheet on the previous page. Page 1.23 Purpose Step 1 ,[object Object],Step 2 ,[object Object],[object Object],Step 3 ,[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Strategy Assess the  Opportunity Set the Competitive  Strategy Identify the  Key Players Define the  Relationship Strategy Turn Ideas Into Actions Test and Improve the Plan Implement the  Process 1 2 3 4 5 6 7 Page 3.
TAS Planning Methodology  Page 2. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],oal trategy ctions S A esources R bjective O est T G Where are we going? How will we achieve the objective? What specific actions will we implement? What resources are required? What specific actions will we implement? Does our plan create value for the customer? (#4) What must we accomplish? (#7) (#5)
Example Goal Objective Strategy Customer Sales Team Become the industry leader in customer service  ,[object Object],[object Object],[object Object],[object Object],Install an integrated customer management system that functions the same throughout the world by October 15 Become National Manufacturing’s trusted adviser on the application of technology to customer service ,[object Object],[object Object],[object Object],[object Object],[object Object],Shift the decision criteria from product technology to application expertise and worldwide support Page 3.
Origin of Strategy The Art of War – Sun Tzu Know yourself, know your enemy, and you need not fear one hundred battles. Know only yourself and not your enemy, and for every victory gained you shall sustain defeat. Know neither yourself nor your enemy, and you shall succumb in every battle.  Your strength will eventually become your weakness.  The key to victory is not in defeating the enemy, but in defeating the enemy’s strategy; therein lies their vulnerability. Page 3.5
Competitive Strategies Develop Flanking Defend Fragment Frontal Page 3.6 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Position Attack
Frontal Strategy Definition A frontal strategy is a direct approach based on the customer’s perception of your overwhelming superiority in solution, price or reputation. Guidelines/Caveats Variations Page 3.7 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Solution Reputation
Flanking Strategy Alter the Rules Definition A flanking strategy shifts the focus of the customer’s buying criteria to new  or different issues that favor your solution. Guidelines/Caveats Variations Page 3.8 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Acknowledge and Expand Alter the Rules (#6 and #14) (#6 and #14)
Fragment Strategy Definition A fragment strategy divides the opportunity into smaller pieces and focuses  the customer on a subset of the issues that you can address. Guidelines/Caveats Variations Page 3.9 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Niche Peaceful Coexistence
Defend Strategy Definition A defend strategy protects your position from the inevitable assault from your competitors. Guidelines/Caveats Variations Page 3.10 ,[object Object],[object Object],[object Object],[object Object],[object Object],Insulate Isolate ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Develop Strategy Definition A develop strategy establishes a position for a possible future engagement. Guidelines/Caveats Variations Page 3.11 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Invest Delay
Strategy Guidelines ,[object Object],Page 3.12 Frontal Develop ,[object Object],Strategy Opportunity Strategy Strategy Strategy Opportunity A Opportunity B Opportunity C ,[object Object],Flanking
Summary Start Do you have a 3:1 advantage? Can you change or expand  the buying criteria? Can you find a profitable subset of the opportunity that you can win? Do you have a position in the account that you must protect? Is there future revenue (#17) or strategic value (#20)? Disengage N N N Y Y Y Y Y Y N N Frontal ,[object Object],[object Object],Flanking ,[object Object],[object Object],Fragment ,[object Object],[object Object],Defend ,[object Object],[object Object],Develop ,[object Object],[object Object],Is there a compelling event  (#5) or can you create one? Can you compete? (#6-#10) Y N Page 3.13
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Politics Assess the  Opportunity Set the Competitive  Strategy Identify the  Key Players Define the  Relationship Strategy Turn Ideas Into Actions Test and Improve the Plan Implement the  Process 1 2 3 4 5 6 7 Page 4.
Introduction Principles Organizational Structure ,[object Object],[object Object],[object Object],Political Structure ,[object Object],[object Object],[object Object],Page 4. ,[object Object],[object Object],[object Object],[object Object]
Mapping the Organization Senior VP Director of Sales and Marketing Director of Information Services R&D Manager Mfg. Manager Systems Manager Operations Manager Sales Manager Product Marketing Manager Page 4. Step #1 – Micro View Formal Structure ,[object Object],[object Object],[object Object],[object Object],Senior VP Director of Engineering Director of Engineering R&D Manager Mfg. Manager Systems Manager Product Marketing Manager
Formal Roles in the Buying Process User Evaluator Decision-Maker Approver U E D A Page 4. Sponsor S
Mapping Buying Roles Senior VP Director of Sales and Marketing Director of Engineering Director of Information Services R&D Manager Mfg. Manager Systems Manager Operations Manager Sales Manager Product Marketing Manager A D E E U E U E Page 4. U User E Evaluator D Decision-Maker A Approver
Adaptability to Change* Innovators Visionaries Pragmatists Conservatives Laggards *Originally developed by Everett Rogers, University of Iowa and recently updated by Geoffrey Moore,  Inside the Tornado . The “Technology Adoption Life Cycle” model is used with Mr. Moore’s permission. Page 4.
Adaptability to Change What They Buy What You Should Sell What They Want Trials Tests Industry standards at low price with no risk State of the art Revolution Recognition Enhancement or extension of existing systems Investment protection Innovators Visionaries Pragmatists Conservatives Laggards Customized solution Total solutions Status quo Not to be left behind Evolution Solve problems Product excellence Innovation Future Competitive advantage Return on investment Guarantees Proven expertise in solving similar problems Page 4.
Mapping Adaptability to Change Senior VP Director of Sales and Marketing Director of Engineering Director of Information Services R&D Manager Mfg. Manager Systems Manager Operations Manager Sales Manager Product Marketing Manager A P V D C E I E U V E U C E L Page 4. C Conservative P Pragmatist V Visionary I Innovator L Laggard
Coverage No Contact Brief Contact Multiple Contacts In-Depth Page 4.
Mapping Coverage Senior VP Director of Sales and Marketing Director of Engineering Director of Information Services R&D Manager Mfg. Manager Systems Manager Operations Manager Sales Manager Product Marketing Manager A P V D C E I E U V E U C E L Page 4. In-Depth Multiple Contacts Brief Contact No Contact
Your Status Enemy Non-supporter Neutral Supporter Mentor X – = + Page 4.
Mapping Your Status in the Sales Campaign Rank Function Senior VP Director of Sales and Marketing Director of Engineering Director of Information Services A P = V = D – Sales Manager Product Marketing Manager E I + R&D Manager Mfg. Manager E U V = E U C X Systems Manager Operations Manager E L = C Page 4. Influence Non Sppuorter – Neutral = + Mentor Enemy X Supporter
Rank vs. Influence Influence 5 4 3 2 1 Rank 1 2 3 4 5 Page 4. (Formal) Agile Astute Control Outcomes Aware Wonder Make things happen Watch (Informal) Political Structure Inner Circle
Mapping the Political Structure Page 4.15 Senior VP Director of Sales and Marketing Director of Engineering Director of Information Services R&D Manager Mfg. Manager Systems Manager Operations Manager Sales Manager Product Marketing Manager A P = V = D C – E I + E U V = E U C X E L = Consultants Colleagues Salespeople
Influence  Director of Sales and Marketing Director of Engineering Director of Information Services R&D Manager Mfg. Manager Systems Manager Operations Manager Sales Manager Product Marketing Manager V = D C – E I + E U V = E U C X E L = Consultants Colleagues Salespeople Influence, as opposed to rank or authority, flows in non-traditional directions (from subordinate to superior or across departmental boundaries). Page 4.16 Senior VP A P = Authority Influence
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Alignment Assess the  Opportunity Set the Competitive  Strategy Identify the  Key Players Define the  Relationship Strategy Turn Ideas Into Actions Test and Improve the Plan Implement the  Process 1 2 3 4 5 6 7 Page 5.
Indicators of Influence Individual Organizational Page 5. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Identifying Influence 5 Cs Business Value (innovation, agreed goal, balance of returns) Track Record (referent) Philosophy and Policy (beliefs, behaviour, assumption) Partisans and Allies (like/trust shared information) Page 5.
Business Value Characteristics Inner Circle Political Structure ,[object Object],[object Object],Page 5. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Business Value
Track Record ,[object Object],[object Object],Characteristics Inner Circle Political Structure Page 5. ,[object Object],[object Object],[object Object],[object Object],Business Value Track Record
Partisans and Allies ,[object Object],[object Object],Characteristics Inner Circle Political Structure Page 5. ,[object Object],[object Object],[object Object],[object Object],[object Object],Business Value Track Record Partisans and Allies
Philosophy and Policy ,[object Object],[object Object],Characteristics Inner Circle Political Structure Page 5. ,[object Object],[object Object],[object Object],[object Object],Business Value Track Record Partisans and Allies Philosophy and Policy
Relationship Strategies Enemy Non-supporter Neutral Supporter Mentor X – = + Page 5.8 Neutralize Motivate Leverage Defensive Offensive
Leverage Capitalize on supporter and mentor relationships to establish credibility with others and gain competitive advantage Process Caveats Definition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Page 5.9
Motivate Build support for your position by building credibility and trust Process Caveats Definition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Page 5.10
Building Credibility High High Low Trust (Intent/ Personal Agenda) Capability (Can-do/Business Agenda) Page 4.12 ,[object Object],[object Object],[object Object],Trusted Advisor ,[object Object],[object Object],[object Object],[object Object],Work interdependently and in collaboration with the customer to become…
Building Your Personal Credibility Business Value Track Record ,[object Object],[object Object],[object Object],[object Object],Page 4.14 ,[object Object],[object Object],[object Object],[object Object],[object Object]
Building Your Personal Credibility Partisans and Allies Philosophy and Policy ,[object Object],[object Object],[object Object],[object Object],Page 4.15 ,[object Object],[object Object],[object Object],[object Object]
Executing Relationship Strategies Business Agenda/Capabilities Personal Agenda/Maslow Page 5.12 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Planning Assess the  Opportunity Set the Competitive  Strategy Identify the  Key Players Define the  Relationship Strategy Turn Ideas Into Actions Test and Improve the Plan Implement the  Process 1 2 3 4 5 6 7 Page 6.
Value of Not Planning ,[object Object],[object Object],Page 6.
Value of Not Planning ,[object Object],[object Object],Page 6.
TAS Planning Methodology  Page 2. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],oal trategy ctions S A esources R bjective O est T G Where are we going? How will we achieve the objective? What specific actions will we implement? What resources are required? What specific actions will we implement? Does our plan create value for the customer? (#4) What must we accomplish? (#7) (#5)
Building an Opportunity Plan Page 6. Quality Time P Q C S
©2000 Siebel Systems, Inc. All rights reserved.  Buyer/Seller Activities (Example) ,[object Object],[object Object],[object Object],[object Object],[object Object],Business Purpose Milestone Probability/Days ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],20%/15+15 40%/30 60%/45 80%/45 100%/30 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Won Solution Validated Solution Proposed Key Sponsorship Verified Opportunity Qualified Sales Activities Buyer Activities
Use of TAS Checklist in  Opportunity Debriefing ,[object Object],[object Object],[object Object],[object Object],Page 2.3. Only 4 questions to ask in Opportunity Debriefing….
Guidelines: Tactics ,[object Object],Randy and Nicole ,[object Object],[object Object],[object Object],Objective Profile Components Example ,[object Object],Meet with John to discuss finance issues and obtain his endorsement before the upcoming presentation with senior management. ,[object Object],October 16 at 8:00am Page 6. Strategy Tactics
Developing Comprehensive Tactics ,[object Object],[object Object],[object Object],[object Object],[object Object],P R I M E Page 6.
Moving from Ideas to Actions 1 2 3 4 5 6 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Execute   your tactics Communicate   results to the sales team Page 6. ,[object Object],[object Object]
Testing and Improving the Plan Page 5. Anticipate Challenges Prepare Challenges and Recommendations Present the Plan Clarify the Plan Listen & Take Notes Ask Questions Presenters Reviewers Test the Plan Improve the Plan Present Challenges Present Recommendations Understand the Plan Answer Challenges Improve Plan Steps 1 2 3 4 5
Weeks 9-12 1.  Conduct ASRW/CSRW planning sessions .  Continue to use CES coaching technique where appropriate. 2.  OJIAB to recommend ORW/JERW planning session 3. At every review, continue to follow up on any key opportunity corrective actions using CES coaching technique. 4.  Attend CEES workshop Week 13 5.  Conduct CEJE planning session 6. Based on pipeline assessment and opportunity reviews, provide sales unit assessment  to DM / GM including action plans. Week 5 1. Confirm 50% of all opportunities in CES have been analyzed and updated by sales reps.  2. Perform opportunity debriefs with each sales rep on key opportunities.  Continue to validate / reset sales step in CES: -Check for outcome / evidence: - Planning aids - Customer Communications 3.  Attend CEAP/CECP  workshop Weeks 6-8 4. Remind sales reps that 100%  of  opportunities must be reviewed and updated in CES by day 60. 5. At every review, continue to follow up on any key opportunity corrective actions using CES coaching technique. 6.  Attend CESM  workshop Week 1 1. Conduct Sales Unit meeting to present CES Update 2.  Attend CES Workshop Week 2 2. Perform 2 opportunity debriefs with each sales rep: Validate / reset sales step in CES. - Check for  outcome /  evidence: - Planning aids - Customer Communications 3. Remind sales reps that all new opportunities are entered in CES  and graded to CES standard.  50% of existing opportunities should be reviewed and updated by day 30. 4. Establish any corrective actions  using CES coaching technique. Review at next meeting. Weeks 3-4 5.  Follow up on all action plans 6.  Follow up to see if all reps have updated at least  50%  of their opportunities correctly. 61 - 90 Days 31 - 60 Days First 30 Days Example
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  • 1. Welcome to Target Account Selling ®
  • 2. Program Objectives Developing and testing a comprehensive plan for your sales opportunity Enabling you to communicate more effectively with your team Shifting your sales focus from tactical to strategic Help you win by... Focusing on the right issues with the right people at the right time
  • 3. Program Map Opportunity Assessment Strategy Politics Alignment Planning Testing Implementation Program Modules Assess the Opportunity Set the Competitive Strategy Identify the Key Players Define the Relationship Strategy Turn Ideas Into Actions Test and Improve the Plan Implement the Process Target Account Selling Process 1 2 3 4 5 6 7
  • 4.
  • 5. Versatility Level 1 Level 2 Level 3 Focus Orientation Repertoire Finance Relationships Event Product/Service Technology Price Operations Process Business Services Cost Management Outcome Political Solution Value Executive
  • 6. Development Status Mode Politics Resources Performance Considered Reactive Aware Premature or Excessive Inconsistent Level 1 Level 2 Level 3 Preferred Responsive Agile Timely & Judicious Consistently Achieves Dominant Proactive Astute High ROI Reliably Exceeds
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17. Value Proposition Templates You will be able to ______________ resulting in _____________________ by implementing our _____________________. We delivered similar results at ____________________ which resulted in __________________. By changing from _________________ to ___________________, you will affect __________ which means ____________________. We will track the value delivered by _______________ and report it back to you _________. We can help you address __________________________ by installing _________________ which will result in ____________________________. We will ensure your return on investment by ________________________. business initiative specific or measurable outcome solution similar situation or customer past value delivered current situation our solution business driver specific or measurable outcome value tracking system frequency/time compelling event solution specific or measurable outcome shared risk/reward strategy Page 1.10
  • 18.
  • 19.
  • 20.
  • 21. Opportunity Assessment Page 2.10 Criteria Assessment CUSTOMER’S APPLICATION OR PROJECT 1 UNDEFINED DEFINED CUSTOMER’S BUSINESS PROFILE 2 WEAK STRONG CUSTOMER’S FINANCIAL CONDITION 3 WEAK STRONG COMPELLING EVENT 5 UNDEFINED DEFINED ACCESS TO FUNDS 4 NO YES + – + – + – + – + – Is There An Opportunity? HIGH + Criteria Assessment SHORT-TERM REVENUE 16 LOW FUTURE REVENUE 17 LOW HIGH PROFITABILITY 18 LOW HIGH STRATEGIC VALUE 20 NO YES DEGREE OF RISK 19 HIGH LOW – + – + – + – + – Is It Worth Winning? Criteria Assessment INSIDE SUPPORT 11 WEAK EXECUTIVE CREDIBILITY 12 WEAK STRONG CULTURAL COMPATIBILITY 13 POOR GOOD POLITICAL ALIGNMENT 15 WEAK STRONG INFORMAL DECISION CRITERIA 14 UNDEFINED DEFINED – + – + – + – + – Can We Win? STRONG + Criteria Assessment FORMAL DECISION CRITERIA 6 UNDEFINED DEFINED SOLUTION FIT 7 POOR GOOD LOW UNIQUE BUSINESS VALUE 10 WEAK STRONG CURRENT RELATIONSHIP 9 WEAK STRONG + – + – + + – + – Can We Compete? SALES RESOURCE REQUIREMENTS 8 HIGH –
  • 22.
  • 23. Opportunity Assessment Page 2.10 Criteria Assessment CUSTOMER’S APPLICATION OR PROJECT 1 UNDEFINED DEFINED CUSTOMER’S BUSINESS PROFILE 2 WEAK STRONG CUSTOMER’S FINANCIAL CONDITION 3 WEAK STRONG COMPELLING EVENT 5 UNDEFINED DEFINED ACCESS TO FUNDS 4 NO YES + – + – + – + – + – Is There An Opportunity? HIGH + Criteria Assessment SHORT-TERM REVENUE 16 LOW FUTURE REVENUE 17 LOW HIGH PROFITABILITY 18 LOW HIGH STRATEGIC VALUE 20 NO YES DEGREE OF RISK 19 HIGH LOW – + – + – + – + – Is It Worth Winning? Criteria Assessment INSIDE SUPPORT 11 WEAK EXECUTIVE CREDIBILITY 12 WEAK STRONG CULTURAL COMPATIBILITY 13 POOR GOOD POLITICAL ALIGNMENT 15 WEAK STRONG INFORMAL DECISION CRITERIA 14 UNDEFINED DEFINED – + – + – + – + – Can We Win? STRONG + Criteria Assessment FORMAL DECISION CRITERIA 6 UNDEFINED DEFINED SOLUTION FIT 7 POOR GOOD LOW UNIQUE BUSINESS VALUE 10 WEAK STRONG CURRENT RELATIONSHIP 9 WEAK STRONG + – + – + + – + – Can We Compete? SALES RESOURCE REQUIREMENTS 8 HIGH –
  • 24. Business Partners Providing you with access to new markets or customers Leveraging existing relationships with key players in your customer’s organization Providing new levels of expertise in specific industry segments Expanding your ability to deliver a “whole product” or complete solution Reducing the risks associated with the implementation of complex solutions Business Partners can help you advance your sales campaign by… Page 1.20
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31. Origin of Strategy The Art of War – Sun Tzu Know yourself, know your enemy, and you need not fear one hundred battles. Know only yourself and not your enemy, and for every victory gained you shall sustain defeat. Know neither yourself nor your enemy, and you shall succumb in every battle. Your strength will eventually become your weakness. The key to victory is not in defeating the enemy, but in defeating the enemy’s strategy; therein lies their vulnerability. Page 3.5
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37.
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
  • 43. Formal Roles in the Buying Process User Evaluator Decision-Maker Approver U E D A Page 4. Sponsor S
  • 44. Mapping Buying Roles Senior VP Director of Sales and Marketing Director of Engineering Director of Information Services R&D Manager Mfg. Manager Systems Manager Operations Manager Sales Manager Product Marketing Manager A D E E U E U E Page 4. U User E Evaluator D Decision-Maker A Approver
  • 45. Adaptability to Change* Innovators Visionaries Pragmatists Conservatives Laggards *Originally developed by Everett Rogers, University of Iowa and recently updated by Geoffrey Moore, Inside the Tornado . The “Technology Adoption Life Cycle” model is used with Mr. Moore’s permission. Page 4.
  • 46. Adaptability to Change What They Buy What You Should Sell What They Want Trials Tests Industry standards at low price with no risk State of the art Revolution Recognition Enhancement or extension of existing systems Investment protection Innovators Visionaries Pragmatists Conservatives Laggards Customized solution Total solutions Status quo Not to be left behind Evolution Solve problems Product excellence Innovation Future Competitive advantage Return on investment Guarantees Proven expertise in solving similar problems Page 4.
  • 47. Mapping Adaptability to Change Senior VP Director of Sales and Marketing Director of Engineering Director of Information Services R&D Manager Mfg. Manager Systems Manager Operations Manager Sales Manager Product Marketing Manager A P V D C E I E U V E U C E L Page 4. C Conservative P Pragmatist V Visionary I Innovator L Laggard
  • 48. Coverage No Contact Brief Contact Multiple Contacts In-Depth Page 4.
  • 49. Mapping Coverage Senior VP Director of Sales and Marketing Director of Engineering Director of Information Services R&D Manager Mfg. Manager Systems Manager Operations Manager Sales Manager Product Marketing Manager A P V D C E I E U V E U C E L Page 4. In-Depth Multiple Contacts Brief Contact No Contact
  • 50. Your Status Enemy Non-supporter Neutral Supporter Mentor X – = + Page 4.
  • 51. Mapping Your Status in the Sales Campaign Rank Function Senior VP Director of Sales and Marketing Director of Engineering Director of Information Services A P = V = D – Sales Manager Product Marketing Manager E I + R&D Manager Mfg. Manager E U V = E U C X Systems Manager Operations Manager E L = C Page 4. Influence Non Sppuorter – Neutral = + Mentor Enemy X Supporter
  • 52. Rank vs. Influence Influence 5 4 3 2 1 Rank 1 2 3 4 5 Page 4. (Formal) Agile Astute Control Outcomes Aware Wonder Make things happen Watch (Informal) Political Structure Inner Circle
  • 53. Mapping the Political Structure Page 4.15 Senior VP Director of Sales and Marketing Director of Engineering Director of Information Services R&D Manager Mfg. Manager Systems Manager Operations Manager Sales Manager Product Marketing Manager A P = V = D C – E I + E U V = E U C X E L = Consultants Colleagues Salespeople
  • 54. Influence Director of Sales and Marketing Director of Engineering Director of Information Services R&D Manager Mfg. Manager Systems Manager Operations Manager Sales Manager Product Marketing Manager V = D C – E I + E U V = E U C X E L = Consultants Colleagues Salespeople Influence, as opposed to rank or authority, flows in non-traditional directions (from subordinate to superior or across departmental boundaries). Page 4.16 Senior VP A P = Authority Influence
  • 55.
  • 56.
  • 57. Identifying Influence 5 Cs Business Value (innovation, agreed goal, balance of returns) Track Record (referent) Philosophy and Policy (beliefs, behaviour, assumption) Partisans and Allies (like/trust shared information) Page 5.
  • 58.
  • 59.
  • 60.
  • 61.
  • 62. Relationship Strategies Enemy Non-supporter Neutral Supporter Mentor X – = + Page 5.8 Neutralize Motivate Leverage Defensive Offensive
  • 63.
  • 64.
  • 65.
  • 66.
  • 67.
  • 68.
  • 69.
  • 70.
  • 71.
  • 72.
  • 73. Building an Opportunity Plan Page 6. Quality Time P Q C S
  • 74.
  • 75.
  • 76.
  • 77.
  • 78.
  • 79. Testing and Improving the Plan Page 5. Anticipate Challenges Prepare Challenges and Recommendations Present the Plan Clarify the Plan Listen & Take Notes Ask Questions Presenters Reviewers Test the Plan Improve the Plan Present Challenges Present Recommendations Understand the Plan Answer Challenges Improve Plan Steps 1 2 3 4 5
  • 80. Weeks 9-12 1. Conduct ASRW/CSRW planning sessions . Continue to use CES coaching technique where appropriate. 2. OJIAB to recommend ORW/JERW planning session 3. At every review, continue to follow up on any key opportunity corrective actions using CES coaching technique. 4. Attend CEES workshop Week 13 5. Conduct CEJE planning session 6. Based on pipeline assessment and opportunity reviews, provide sales unit assessment to DM / GM including action plans. Week 5 1. Confirm 50% of all opportunities in CES have been analyzed and updated by sales reps. 2. Perform opportunity debriefs with each sales rep on key opportunities. Continue to validate / reset sales step in CES: -Check for outcome / evidence: - Planning aids - Customer Communications 3. Attend CEAP/CECP workshop Weeks 6-8 4. Remind sales reps that 100% of opportunities must be reviewed and updated in CES by day 60. 5. At every review, continue to follow up on any key opportunity corrective actions using CES coaching technique. 6. Attend CESM workshop Week 1 1. Conduct Sales Unit meeting to present CES Update 2. Attend CES Workshop Week 2 2. Perform 2 opportunity debriefs with each sales rep: Validate / reset sales step in CES. - Check for outcome / evidence: - Planning aids - Customer Communications 3. Remind sales reps that all new opportunities are entered in CES and graded to CES standard. 50% of existing opportunities should be reviewed and updated by day 30. 4. Establish any corrective actions using CES coaching technique. Review at next meeting. Weeks 3-4 5. Follow up on all action plans 6. Follow up to see if all reps have updated at least 50% of their opportunities correctly. 61 - 90 Days 31 - 60 Days First 30 Days Example
  • 81. 二十一世纪管理培训网 http://www.21emr.com 010-51292062 视频资料 | 商务礼仪 | 危机公关 | 市场营销 人力资源 | 领导艺术 | 管理技能 | 财务管理 个人发展 | 生产物流 | 客户管理 |  成功学

Editor's Notes

  1. Page ©2000 Siebel Systems, Inc. All rights reserved.
  2. Page ©2000 Siebel Systems, Inc. All rights reserved.
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  5. Page ©2000 Siebel Systems, Inc. All rights reserved.
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  7. Page ©2000 Siebel Systems, Inc. All rights reserved.
  8. Page ©2000 Siebel Systems, Inc. All rights reserved.
  9. Page ©2000 Siebel Systems, Inc. All rights reserved.