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  • Tools

    Contents

    Zoom

    1-Page View

    Print

    Save

    Link

    Tips on using this brochure

    Click on the matching icon at the top of the screen for:

    Turning Pages Turn pages using the arrow guides (top center) or the ashing page indicators at the bottom corners

    ToolsThumbnails, bookmarks, notes and special effects

    ContentsTable of Contents with links

    ZoomAdjust view in or out

    ViewSelect single- or two-page viewing

    PrintPrint all or selected pages

    SaveSave an of ine version to your desktop

    LinkSet up links (bookmarks/favorites)

  • The Accenture Way to Sell

    For Internal Use Only.

  • The Accenture Way to Sell is your guide to Accentures client-focused, disciplined sales approach.

  • 1Introduction 2

    Build Trusted Relationships 4

    Target Right Clients 22

    Grow Quality Pipeline 28

    Win Pro table Deals 38

    Manage Sales 60

    Index, References and Additional Resources 70

    Table of Contents

  • 2What is Accentures approach to selling? It is a powerful combination of philosophy and discipline. The philosophy: a core belief that trusted relationships with our clients and a shared focus on their success will bring us success. The discipline: empowering sales methods, tools, techniques and information that ensure the strong business rigor that distinguishes

    Accenture in the marketplace. The High Performance Selling Framework embodies this combination of philosophy and discipline.

    This guide is organized by the key elements of the High Performance Selling Framework: Build Trusted Relationships, Target Right Clients, Grow Quality Pipeline, Win Pro table Deals and Manage Sales.

    High Performance Selling Framework

    Target Right Clients

    GrowQualityPipeline

    Manage Sales

    WinProfitable

    Deals

    Build Tr

    usted Relationships

    This guide provides an overview of Accentures approach to selling. Use it as a rst-time orientation or as an ongoing reminder of what is important to us and what has proven to work. It also provides references to many valuable resources.

  • 3Build Trusted RelationshipsEnduring, trust-based relationships with our clients are the foundation for all of our sales efforts. Such relationships are the reason we work with the best organizations in the worldthe right clients for our business. Our relationships are the reason we can grow a quality pipeline of opportunities that will help our clients reach their highest aspirations. Through trusted relationships we turn those opportunities into pro table wins at responsible cost. Relationships are the ultimate key to our sales success: when we focus on understanding our clients and help them succeed, we succeed.

    Target Right ClientsThe majority of our bookings continue to come from our foundation clients. These clients represent the most successful and respected organizations from around the globe, and growing our business with them is essential to our overall success. Our sales efforts center primarily on these invaluable clients, and on a careful selection of other clients that show great promise for growth.

    Grow Quality PipelineA healthy pipeline of viable, quality opportunities is critical to meeting our sales goals. Ongoing, inspired client account development, strong joint sales planning between operating groups and growth platforms (sales interlock), targeted offering sales campaigns, and focused marketing efforts will continue to build the pipeline we need.

    Win Pro table DealsRigorous deal quali cation and the development and execution of informed, smart sales strategies have resulted in higher win rates. From quali cation to pricing to negotiations, we have powerful expertise, methods, tools, techniques and information that position us to not only win, but to win pro table deals.

    Manage SalesAchieving our overall objectives of sales growth at lower cost involves effectively managing the people, the information and the costs associated with sales.

  • 4Build Trusted RelationshipsAre your client relationships built on trust? Are you client-centric? Do you really know your client? The Trust Equation 6

    The Ultimate Trust Checkpoint 7

    Client-centricity 8

    SOCIAL STYLESM 9

    Do you have meaningful conversations with your client that build trust?ORDER Model 11

    Client Meeting Best Practices 12

    Are you building trusted relationships with the right clients?Power Mapping 16

  • 5Why? Because in a strong relationship, our clients fundamentally trust that we understand their challenges and aspirations. They trust that we are interested in their success, not just our own. They trust that we will have their best interests at heart in any work we do with them. With such trust as a foundation, our clients seek our counsel, sharing with us their intentions, constraints, in uences and moreinvaluable insight that informs and strengthens our opportunity generation, pursuits and ultimately our chances to win work that will help both the client and us achieve our goals. In short, trust sells.

    Without trusted relationships, our clients may assume we are purely self-interested salespeople. Without trust, they hold their thoughts and plans close, limiting us to a super cial and speculative view. We are left to y blind, and guessing is no basis for sound sales decisions, nor a win.

    Throughout Accenture, many of us have enduring, trusted relationships with our clients. Many of us also have relationships that are limited and transactional in nature. To move toward building deep, trusted relationships, we have sought out the best thinking and guidance to help us infuse the art of developing real relationships with our clients into the heart of what we do and who we are.

    This section provides highlights of the resources that can help you cultivate your relationship-development abilities. While there are various approaches and techniques for building trusted relationships, one thing is constant: client centricitythe client is the focus, always.

    The strength of our client relationships is the No. 1 reason we win deals, and the No. 1 reason we lose.

  • 6Trust =Credibility + Reliability + Intimacy

    Self-orientation

    The Trust EquationUnderstanding what trust really iswhat goes into itis key to achieving it. In the Trusted Advisor1, by David H. Maister, Charles H. Green and Robert M. Galford, trust is de ned as an equation:

    Trustour trustworthiness, as perceived by our client

    Credibilitywhether our client knows that our word and credentials are true

    Reliabilitywhether our client knows that our commitments will be consistently met

    Intimacyhow secure or safe the client feels sharing with us

    Self-orientationwhether our focus is on our client vs. ourselves. Do we appear to be more interested in ourselves or in trying to be of service to the client?

    As the sole variable in the denominator, the most important factor in the Trust Equation is self-orientation. This is intentional. A seller with low self-orientation (or high client centricity) is free to truly focus on the client, not for his/her own sake, but for the sake of the client.

    Key ResourcesTrust Equation Learning PaperTrust Quotient Self Diagnostic TestBuild Trusted Relationships homepageTrusted-based Relationships topic page in SELL

  • 7The Ultimate Trust CheckpointThe Ultimate Trust Checkpoint is a way to assess whether your actions and relationships are geared toward building trust through a focus on your client.

    How well do you know your clients business? We are typically strong in this area, and where we are not, we have tools that can help, such as the Shareholder Value Analysis.

    Next, how well do you know your client personally? Using techniques such as SOCIAL STYLESM and the ORDER Model2, described on the following pages, can help.

    Ultimately, when your clients know that you know them, their business and their clients, and that you know them on a personal level, you have achieved a strong, trust-based relationship. It is this target to which all those in sales should aspire.

    Client knows that you know him/her in a business and personal context... and will do what is right for him/her

    Increasing Strength of Relationships

    Kn

    ow th

    e client in a business context

    Know

    the c

    lient in a personal context

  • Building Trust through Client-CentricityOur intent to focus on our client, as described in the trust equation, is the most important factor in building trust. Like it or not, our clients will assign an intent to us. Client-focused intent creates an environment of trust in which clients are comfortable opening up and discussing their issues without the fear of a sales pitch reply. If our intent is congruent with meeting client needs, we are able to pursue opportunities in the best interest of both the client and Accenture. When we are client-centric, we build the strongest, trusted relationships.

    Assessing your Client-CentricityTo assess your client-centricity, answer the following questions with a speci c business relationship in mind, even where the questions sound very general.

    Do you do a better job than your competitors at listening to the client?

    Do you work hard at nding out what they like and dont like about dealing with us?

    Do you have a better understanding (than competitors) of what the experience is like of being a client?

    Do you focus on what the client wants to buy, rather than what you want to sell?

    Do you treat clients as unique, adapting and responding to each with a customized approach?

    Does your client believe that if there is ever a trade-off, you will put the clients interests ahead of your own?

    Are you client-centric for the sake of the client (or client-centric because of what you will gain)?

    8

  • 9SOCIAL STYLESM

    All people exhibit patterns of behavior. If you can recognize and respond to these behaviors appropriately, you will have a more successful relationship. The SOCIAL STYLE MODEL can help you do just that. The model helps you identify your clients Style and anticipate his/her associated behaviors so that you can strengthen how you relate to him/her, resulting in increased client centricity and trust.

    The SOCIAL STYLE MODEL helps you:

    Understand yourself better so that you have awareness of your

    motivations and behaviors and can adapt as needed.

    Understand others so that you can: Communicate in a way they like. Address what is important to them. Understand their motivations and

    behaviors. Team better with them. Sell better to them.

    Key ResourcesSOCIAL STYLESSM Learning PaperSOCIAL STYLESSM Pocket BookSOCIAL STYLESSM topic page in SELL

    AnalyticalSeriousExactingIndecisiveLogical

    DrivingIndependentFormalPracticalDominating

    AmiableDependableSupportivePliableOpen

    ExpressiveAnimatedForcefulOpinionatedImpulsive

    Controls

    Emotes

    TellsAsks

    SOCIAL STYLE MODEL

    Used with permission of Cahners TRACOM Group. All Rights Reserved.3

  • 10

    Selling to Different SOCIAL STYLESSM

    Understanding and anticipating how your client will relate to you can help you adapt your own behaviors and reactions, for positive, productive,

    trust-building interactions. The table below provides further insight on the typical behaviors and reactions of each SOCIAL STYLESM.

    Element Driving Expressive Amiable Analytical

    Basic Need Results Personal Approval

    Personal Security

    To Be Right

    Orientation Action Spontaneity Relationships Thinking

    Growth Action

    To Listen To Check To Initiate To Declare

    Strengths Decisive Enthusiastic Listens Thorough

    Weaknesses Insensitive to Others

    Too Impulsive Taking a Stand

    Poor Improvisor

    Back-up Behavior

    Autocratic Attack Acquiesce Avoid

    Use of Time

    Immediacy Future Present Historical

    Decision-Making

    Uses Facts, Takes Risks

    Uses Opinions, Takes Risks

    Uses Opinions, Avoids Risk

    Uses Facts, Avoids Risks

    Support Their

    Actions and Conclusions

    Dreams and Intuitions

    Feelings and Relationships

    Principles and Thinking

    Take Time To

    Be Efficient Be Stimulating Be Agreeable Be Accurate

    Provide The A team and Predictability

    Testimony and Incentives

    Guarantees and Assurances

    Evidence and Service

  • 11

    ORDER Model2

    With trust as a foundation, our clients feel comfortable answering important questions that can provide valuable insight. The ORDER model, an approach for having meaningful, structured client conversations, can help you develop stronger client relationships, better understand client needs and thus better qualify and win sales opportunities. The ORDER model helps you learn what questions to ask, and when and how to ask them to get the critical information you need, including opportunity details, the clients budget, the clients decision process, the best solution, and how to position for the win.

    Speci cally, the ORDER model helps you:

    Examine your intent and make sure it is congruent with your clients interestsclient centricity!

    Understand how critical it is to immediately clarify with your client any assumptions that you may have.

    Challenge yourself to rst focus on in-depth inquiry into the clients needs before advocating a solution.

    Push yourself to engage in more open dialogue with your client about a potential opportunityand leave the PowerPoint behind.

    To learn how to use the ORDER model, consult the key resources below.

    Key ResourcesORDER Model Learning PaperBuild Trusted Relationships homepageClient Conversations topic page in SELL

    E

    R

    Exact Solution

    Results

    Opportunity Conversion

    O Opportunity

    R Resources

    D Decision Process

    Opportunity Creation

    Proceed?Yes

    No

    Offer Gracefully to Exit

    ORDER Model: 2009 Franklin Covey Co. Duplicated and distributed under license for use within Accenture LLC. All rights reserved.

  • 12

    Client Meeting Best PracticesBefore the MeetingThe ORDER model, the SOCIAL STYLE MODEL, the Trust Equation and the Ultimate Trust Checkpoint are valuable concepts and techniques in strengthening your client relationships. All can play an important role in your client interactions, as does deliberately planning for those interactions. Below are tips for effective meetings with your client.

    Create Your Meeting Plan End in Mind (EIM)At the end of the meeting, what do you want to be able to say, do, and decide together with the client? What will you say to introduce and position our EIM at the beginning of the meeting and to invite theirs? What would be an EIM of value and interest to the client vs. us?

    Key BeliefsWhat key beliefs, intellectually and emotionally, must the client resolve to agree with EIM?

    Proof/ActionWhat will we do to address and satisfy the key beliefs?

    QuestionsDetermine the questions you want to ask. What will the client likely ask? How will we respond?

    Yellow LightsWhat are likely stalls, doubts, concerns, objections? How will we respond?

    Next StepsWhat next steps might you suggest to the client at the end of the meeting?

    AgendaWhat is the agenda or critical path for the meeting?

    Practice, Practice, Practiceand Leave the PowerPoint Behind Spend your preparation time discussing and role playing portions of the meeting with others. Practice active listening and questioning. Practice handling possible client objections, questions and concerns.

  • 13

    Know Your Client Before You Meet What is your clients SOCIAL STYLESM?

    What business issues is she/he facing?

    What is important to that person, both professionally and personally?

    Who are your clients in uencers and friends?

    Key ResourcesThe Accenture Selling Platform WorkshopInitiate New Opportunities homepageClient Conversations topic page in SELLTrust-based Relationships topic page in SELLSOCIAL STYLESSM topic page in SELLBuild Trusted Relationships homepage

  • 14

    Client Meeting Best PracticesDuring the MeetingWhile it is valuable to enter client meetings well prepared and with a plan, you should also be prepared to drop all your plans depending on your clients needs. Be ready to meet reality, not control it. Be sensitive to what the client wants to accomplish. Allow the conversation to go where the client wants it to go. Below are tips for conducting meaningful client meetings.

    Build RapportAlways be prepared to socialize at the beginning of the meeting. Think of some simple genuine questions to ask (e.g., How has your day been? Hows business?). Let the clients body language and speech help you determine how much to socialize. Most importantly, understand the clients SOCIAL STYLESM and adapt to it.

    Intent CountsEnsure that your intent is obviousthat your main objective is their success, not your own.

    Effective Questions Ask for permission to ask questions.

    Ask open-ended questions as much as possible.

    Ask one question at a time and wait for the answer.

    Be cautious of leading questions.

    Be aware when asking how or what works better than why.

    Move off the SolutionInstead of jumping to a solution with the client, explore the problems and/or results the solution will address (the ORDER model). Ask: What kinds of problems have you been experiencing by not having ? and Lets say you could put in a world-class . What would that allow you to do that you cant do today?

  • 15

    No GuessingTo avoid guessing, listen carefully to the key words or phrases the clients use, and ask what those words mean to them. Try: We hear that a lot and every individual has a slightly different meaning for . How would you describe...? What do you mean when you say...? Be careful to not make the client guess what you are talking about either. Watch your references to Accenture acronyms and consultant-speak. Speak in the clients language.

    Next TimeDont leave the meeting without an agreed next step, and the more speci c, the better.

    Key ResourcesConnect with your Client Job AidClient Conversations topic page in SELLTrust-based Relationships topic page in SELLSOCIAL STYLESSM topic page in SELLBuild Trusted Relationships homepage

  • 16

    Power maps help you determine where to focus your relationship development efforts. They are visual representations of a clients organization that display in uence networks, roles and attitudes towards Accenture and our competition. They are powerful tools to help you plan how to navigate and leverage relationships for your relationship-building efforts. The exercise of building a map forms the basis for your individual relationship strategies.

    In general, we develop relationship strategies in two different dimensions: at the account levelfocused relationship development to drive a long-term, sustainable partnership with the client; and at the speci c opportunity levelto win a deal.

    Key ResourcesWorking the Deal Power Map Facilitated Learning ModuleAvoiding Power Mapping Mistakes Learning PaperPower Mapping topic page in SELLAccount Relationship and Power Map Job Aid/TemplateSOCIAL STYLESSM Learning Paper

    Account Power MapAccount power maps address account-level relationships. They are built around the clients organization chart and visually depict:

    Of cial reporting relationships among individuals inside the client.

    Strength of relationships that we (and the competitors) have with key client individuals.

    The in uence channels among key parties at an account, including: In uence among individuals inside

    the client organization (where do the strongest ties and alliances exist? Who in uences whom?)

    In uence that Accenture has with the client

    In uence that our competitors have with the client

    Any in uence channels between the client and other key external parties (for example, Alliance partners, third party advisors, etc.)

    Power Maps

  • 17

    Lawrence EricksonSVP & CFO

    Clay JonesPresident & CEO

    Barry AbzugSVP Corporate Development

    Gary ChadickGeneral Counsel

    Gregory ChurchillEVP Government Systems

    Margaret ThomasPresident Strategy Development

    Robert ChiusanoCOO Commercial Syst.

    Kent StatlerSVP Operations

    Richard KirchenbauerSVP HR

    Rose DonnellyManufacturing Ops - ATS

    Marsha ShulteVP Finance

    Patrick AllenVP Commercial Systems

    Mark HarrisVP Global Aircraft

    Rick SandstromDirector, CustomerDev Processes

    -2

    0 +2

    +1

    +3

    +1

    -2

    +3

    -1

    -3

    0

    STAH

    JS

    JM

    RW

    IBM

    Scott Taylor

    SAP

    Key Decision Maker

    No Circle = Unknown

    -1 Mildly negative

    -2 Non-supporter

    -3 Strongly Negative

    +3 Strong personal & bzrelationship

    +2 Good business relationship

    +1 Mildly positive

    0 Neutral

    Accenture upper right circle (color-coded)

    Competitor lower right circle (black)

    Coach

    Strength of RelationshipAccenture

    Competitor

    Other Key Parties

    Influence Networks

    (circle with initials)ST Scott TaylorAH Andre HackettJS John SmithJM Jim MaddenRW Roger Williams

    Accenture Relationship Owner

    +2

    -2

    +3

    Key

    Thickness of line indicates strength of relationship. Red line indicates negative relations

    Account Power Map Example

  • 18

    Opportunity/Deal Power MapOpportunity/Deal power maps are more advanced versions of the aboveand focus speci cally on opportunity-speci c participants and relationships related to a deal pursuit. Opportunity/Deal power maps should be developed and maintained throughout a deal pursuit lifecycle. In addition to depicting the in uence channels described above, opportunity/deal power maps split the target participants into the all-important four SOCIAL STYLESM quadrants, to help you understand how to approach individuals, their client buyer values, and what messages will resonate the best.

    Typically, it makes sense to develop and maintain several types of opportunity power maps throughout a deal pursuit lifecycle:

    Will the client do the transaction power map

    Whom will the client do the transaction with power map

    Negotiations power map

    Power Maps (continued)

  • 19

    Analytic

    Amiable

    Driving

    Expressive

    Terry WilsonSE Accenture

    Anna DetailVP ProcurementEvaluator

    +1

    +3

    Steve SerraVP & Proj LeadEval/Rec

    +3

    0

    TPA

    Christy JamesCFO Influencer

    +1

    +2Sally JonesCOO Approver

    -2

    +3Marty QuattroneDir Bus Serv Eval/Rec

    0

    +2

    IBM

    Daniel FowlerCIO Eval/Rec

    +1

    -1HPAlliance Partner

    John RigorSr. Mgr Accenture

    -1 Mildly negative-2 Non-Supporter-3 Strongly negative

    +3 Strong personal & bz relationship +2 Good business relationship+1 Mildly positive Thickness of line indicates strength

    of relationship. Red line indicatesnegative relations

    RolesEval - EvaluatorRec - RecommenderEval/Rec - Evaluator/RecommenderInfluencerApprover

    KeyNeutralAccenture

    (colored)Competitor (black)

    Coach

    Unknown

    Deal Power Map Example

  • 20

    Top Lessons Learned about Deal Power MapsSOCIAL STYLESSMOur Greatest ToolUnderstanding the SOCIAL STYLESSM of the individuals in the power map is the single greatest tool for both understanding values and how decisions are made.

    Dual Power MapsFrequently, there are two different power maps for each opportunity(1) will the client do the transaction or not, and (2) with whom will the client do the transaction.

    Approvers versus RecommendersFor most with whom decisions, a group of people are assembled to evaluate providers. In most cases, the team will make a recommendation and the top person in the power map acts as more of an approver than a recommender.

    Recommender in Approvers ClothingOccasionally, someone will be de ned as an approver; however, they end up having an active role in the decision-making process. This is more likely to occur when the approver is a risk taker (driver or expressive SOCIAL STYLESM).

    Changing the RolesIf our relationship is strong with someone acting as the approver, then Accenture must look for ways to increase the in uence of the approver.

    Coach was WrongOccasionally, the coaching we receive on power maps from our clients is wrong. This is not intentional but simply a result of the client not objectively seeing the power and in uence structure. Constantly retest assumptions with coaches.

    Beware the OutsiderFrequently, our power maps focus on the named and formal members of the power structure. Typically, signi cant in uence is made by others outside the formal structure: people in other business areas, consultants, friends, board members.

  • 21

    Start EarlyWork it OftenBuilding the power map takes dozens and dozens of conversations and debate with our team, and more importantly with the client and others. Begin mapping as early as you believe there is an opportunity. Make it an objective to validate or enhance some part of the power map with every conversation with the client.

    History as a PredictorPower and decision-making structures are often consistent for decisions of like kind. In order to understand how a decision will be made, ask how previous similar decisions were made.

    Examine Process ChangesTypically, a client will have a de ned buying process. When that process changes, determine why the process change occurred and who was involved in de ning and approving the process change. In most cases, the power structure for a process decision is a good benchmark for how the other decisions will be made.

    Power ChangesRoles within the power map can change during the course of procurement. Re-evaluating the identi ed roles frequently, particularly after major decisions in the buying cycle are completed, ensures a higher probability of winning the deal.

    Committee Must Win In cases where there is a selection committee or working group that is presenting a recommendation to an approver, we must win the committee. It is imperative that we understand how the committee decision will be made (consensus, key players, etc.) and begin to build our plan for winning the committee. Remember to include each and every committee member. Leaving one member out could be detrimental.

    Third Parties Matter Third parties have a great deal at stake during the buying process. Accenture must include them in the power map. Typically, they have stronger in uence than we acknowledge. Treat the third party as you would a client.

  • Target Right Clients

    22

    Who are the right clients for Accenture?Characteristics of Right Clients 24

    How do we ensure we have the right clients?Client Portfolio Management 25

  • 23

    Our clients are the worlds leading companies and governments, including almost all of the Fortune Global 100 and more than three-quarters of the Fortune Global 500.

    This level of client offers greater growth potential and pro tability. The clients with whom we have a long history also yield a greater return on our investment in them. Almost all of our top 100 clients in the last few years have been clients for at least 10 years.

    Our sales efforts center primarily on these invaluable clients and on the careful selection of other clients and prospects that show great promise for growth. This section describes how we ensure we are targeting the right clients for Accenture.

    Being deliberate about with whom we work is one of the key reasons for our sales success, and it is a prominent feature of our sales growth strategy.

  • 24

    Characteristics of Right ClientsRight clients typically share the following common characteristics:

    Signi cant market share, strong reputation, viewed as a leader in their industry

    Potential buyer for the full suite of Accenture offerings

    Culture of high performance or the desire to develop one

    Strong C-level relationships established or planned

    Strong current and future revenue and target margins for Accenture

    Accenture has signi cant share of wallet and strong advantage over our competitors

    Broad, multiyear value-creation agenda, that Accenture helps develop

    Delivered work is used as a key component in our market positioning (e.g., marketing/media, credentials, references, innovative offerings)

  • 25

    Client Portfolio ManagementClient portfolio management (CPM) ensures that we continually focus our investments on relationships offering the greatest potential return. CPM is an annual process during which we classify our clients into one of three categories based on their potential: foundation, portfolio and opportunistic. CPM classi cations are used to drive actions related to sales planning,

    Foundation Clients Provide the foundation of our success

    in terms of revenues, income and opportunity.

    Have signi cant market share, a strong reputation and are viewed as a leader in their industry; are potential buyers for the full suite of Accenture offerings; have a high performance culture or the desire to develop one.

    Represent substantial current revenue for us and/or highest potential for future growth at or above target margins; Accenture has a signi cant share of wallet and strong advantage

    account planning, business development (BD) investments and more. Our goal is to be very selective in targeting new prospects and to restrict investment in non-foundation clients.

    Key ResourcesClient Account Lead LookupTarget Right Clients homepage

    over competitors at the client; We are partnering with the client on a broad multi-year value creation agenda; We have current, or aspiration to develop, intimate, trusted C-level relationships; Our business with the client is used as a critical component of our strategic position in the industry (e.g., marketing/media, credentials, reference for additional sales, innovative offerings, etc.)

    Merit signi cant investment, including a dedicated account lead and team, and heavy, proactive business development investment.

    Client Portfolio Management Classi cations

  • 26

    Portfolio Clients Represent an important segment for

    future growth.

    Will likely be our next generation of foundation clients. Includes a number of pro table clients with important relationships but limited potential for signi cant growth.

    Merit similar investment as foundation clients, e.g., may have designated client directors, will require annual account plans.

    Opportunistic Clients Offers an unexpected opportunity

    and/or where there is an opportunistic offering or asset-driven sale.

    Have greater than $1B in company revenue (with exceptions only for valid strategic reasons.)

    Merit investment based on potential of a speci c opportunity with limited proactive investment in the account; No requirement for a full-time senior executive.

    Diamond ClientsIn addition to the three client classi cations, we have a segment of our clients that we call diamond clients. Our diamond clients are our largest and most important clients based on several criteria. This select group, mostly an elite subset of our foundation clients, was formed to create a forum for exchange of ideas and best practices for working with our very best clients. Through this knowledge sharing we are able to bring the best of Accenture to the best of our clients.

    We also track emerging diamonds which are clients we believe will become diamonds within two years. The criteria are based on an assessment of the following four factors: visible opportunity backlog and pipeline, sustainability of the existing relationship, potential to grow the relationship, and willingness of the account team to commit to goals consistent with becoming a diamond account.

    Client Portfolio Management (continued)

  • 27

    Global ClientsGlobal clients comprise another key segment of our clients. These clients operate globally and make buying decisions in an interdependent way within their organization (versus clearly centralized or decentralized decision-making). Our strategy for serving this group of clients is built around a strong, global orientation.

  • Grow Quality PipelineHow do we grow our quality pipeline?Account Development 30

    Sales Interlock 32

    Offering Sales Campaigns 34

    Client Centric Marketing 37

    28

  • 29

    Being intentional and strategic about the makeup of the pipeline ensures that we have the number and size of wins necessary to meet sales targets. Pipeline-worthy opportunities are winnable, desirable and deliverable. They address speci c needs of the client and are ones that Accenture is well positioned to sell and deliver. A strong, consistently replenished pipeline is a key element of our sales growth strategy.

    How do we grow this robust pipeline of quality opportunities? We do so through proactive deal origination. We drive inspired account planning to bring the best of Accenture to our

    clients, incorporating expertise from our industries, offerings and growth platforms. Through sales interlock, we jointly plan client-level sales and resourcing across our operating groups and growth platforms. We conduct proactive offering sales campaigns where there is a strong t between a clients business needs and our offerings and assets. We leverage the best of our marketing skills and programs to build awareness of Accentures capabilities and deepen relationships with our clients.

    This section provides an overview of the essential activities for building our pipeline.

    A healthy pipeline of viable opportunities is critical to achieving our sales goals.

  • 30

    Account DevelopmentAccount development is the foundation for proactively generating demand and building a strong pipeline. It is a disciplined approach to planning Accentures future with our clients, de ning where we want to be with our relationships, and with the work we do to help our clients achieve high performance, and determining real actions to get us there.

    Account development is not a one-time event, nor just a nancial plan. It is a sustained, focused, measurable journey. The planning horizon is multi-year with a focus on relationships.

    Account development involves building a deep understanding of the client, creating an account plan, and living the plan through follow-up, on-going review and strategizing.

    Key ResourcesAccount Plan TemplateClient Pro le SampleShareholder Value Analysis homepageAccount Development Client Account Lead GuideAccount Development Coordinator GuideAccount Relationship and Power Map Job Aid/TemplateAccount Development homepageGrow Quality Pipeline homepageBuild Trusted Relationships homepage

    Client

    Create the Account PlanStrategy and action plans for Positioning Relationships Opportunities

    Understand the ClientDevelop deep insight into client through research, client validation Client Profile Shareholder Value Analysis, Public Service Value Industry vision Relevant offerings material

    Live the Plan Disciplined follow-through Carry out action plans Conduct regular team meetings Track progress against plan Revisit and refine strategies Conduct client value reviews with the client

  • 31

    Account Planning Top 10 Best Practices1. Develop a three-year vision

    versus just a one-year plan. Gain commitment on vision within Operating Group (OG) and Growth Platform (GP).

    2. Focus relentlessly on relationship development (with metrics).

    3. Be inclusive: include individuals outside the team (growth platform, industry, offerings).

    4. Include a client in the account planning sessions: allies as well as critics.

    5. Understand the clients perceptions of Accenture: get a formal, independent assessment.

    6. Leverage client-centric marketingmarketing professionals can help drive awareness and outreach.

    7. Share with the client: A document that states our intent

    to impact their business.

    An annual value review (value we have delivered to the client).

    8. Get coaching from leadership: quarterly review sessions with client service group leads and operating unit managing directors.

    9. Keep up the momentum: quarterly planning sessions with monthly check-ins.

    10. Use Accentures proven best practices, job aids and templates: go to the Account Development homepage on the Sales Effectiveness website.

  • 32

    Sales InterlockSales interlock is joint Operating Group (OG) and Growth Platform (GP) sales planninggetting the right people together to agree how we will achieve (through pipeline generation and client-level sales) our top-down sales targets. We know that we are strongest in sales when we team across OGs and GPs to bring the best of Accenture to our clients.

    The primary participants in sales interlock are the Client Service Group (CSG) leads, operating unit (OU)-deployed GP leads, and the CSG aligned service group (SG) liaisons. This group works together to jointly develop a line of sight to scal-year sales targets. Outputs of sales interlock include client-level SG sales plans and identi cation of the SG resources assigned to the clients to help drive those sales (with a focus on foundation clients).

    Sales interlock consists of two phases: the initial annual planning phase described above, and then the ensuing collaboration through the year. Ongoing interlock consists of regular check-ins between the CSG lead and SG liaison to measure progress against plan and to ensure integration with

    account plans. Sales Interlock is a continuous loop of planning and collaboration between OG and GP.

    Sales interlock and account planning are highly integrated, reciprocal activities that create alignment between client level action and overall sales plans. Account plans provide key input to the sales interlock process, and sales interlock drives expanded account plans.

    Sales interlock is the key to getting the right resources to the right clients to drive sales. It helps build pipeline and sales plans that will enable us to meet our aggressive sales goals, including SG-level sales goals.

    Targeted, balanced growth across our service groups is essential to successful execution of our corporate strategy. Sales interlock is an integral part of our go-to-market strategy, and where we have done this well, we have seen signi cant lift in opportunity pipelines and sales success.

    Key ResourcesSales Interlock homepage

  • 33

    OperatingGroup

    GrowthPlatform

    OU-Deployed GP Lead brings offerings,suggested target clients.

    CSG Lead brings industry and client knowledge,client list and account plans.

    CSG-aligned SG Liaison brings offerings,suggested target clients, and SG sales resources.

    Sales Interlock Participants

    CSG Lead and SG liaison jointly plan how to achieve shared sales targets: Based on input from account plans, agree client-specific SG fiscal year

    sales targets Assign the right SG sales resources to the right clients

    Clarify sales accountability, translate to individual SE objectives

    1. Sales Interlock Annual Planning

    At the Leadership Level

    2. Ongoing Sales InterlockAt the Client LevelImproved, collaborative accountplanning

    Ongoing Interlock checkpointsbetween CSG and SG liaisons

    Sales Interlock Process

  • 34

    Offering Sales CampaignAn offering sales campaign is a set of proactive marketing and sales activities to promote a particular offering (or bundle of offerings) to clients who could be uniquely helped by that offering. Offering sales campaigns are a key driver to generating opportunities to further grow our pipeline. Effective account planning and sales interlock can both contribute to a successful offering sales campaign by identifying clients to whom we would like to market the offering.

    We have a comprehensive set of best practices for offering campaign managementwhich includes tips and lessons learned, sample documents, and templates for each of the described activities. These are all laid out in a guide (link above) which is intended for offering owners, marketing professionals, and sales directors who are involved in single offering, bundled offering, or broader-based campaigns.

    It is written with a range of needs in mindwhether conducting a quick search for a speci c best practice, or looking to map out an entire offering sales campaign.

    Offering sales campaign management encompasses three primary sets of activities: preparation (prepare to go to market), execution (go to market) and tracking (track and report).

    Key ResourcesAccenture OfferingsSales Campaign Management HandbookOffering Sales Campaign homepage

  • 35

    Prepare to Go-to-Market Go-to-Market Track and Report

    Offering Sales Campaign Activities

    Strategize your sales campaign approach and develop sales assets.

    Plan Your Campaign Strategy Establish sales goals

    Develop internal awareness and education, and external marketing and communications plans

    Con rm the campaigns program management approach, nalize related budget/funding

    De ne campaign roles and responsibilities

    Identify and enable sales channels (any individual or group that will take offering sales messages to the market)

    Develop Sales Assets (materials to use in pre-sales and sales activities, e.g. decks, brochures, microsites)

    Execute the strategy developed in the prior phase.

    Drive out the internal awareness and education programs, and the external marketing and communications activities

    Identify client targets, work with Client Account Leads as applicable to get access

    Connect with the client (prepare for and hold the meetings, structured client conversations)

    Pursue and close the opportunity

    Report on the progress of the sales campaign against sales targets, budget, and planned activities throughout the campaign.

  • 36

    Offering Sales Campaign Top 10 Best Practices1. Establish personal accountability

    for sales: incorporate sales targets into performance objectives and track against them.

    2. Identify a network of sponsors who will commit to drive demand generation in their entities. Share responsibility for the success of the campaign.

    3. Identify your sales channels early. Educate and mobilize thoroughly. Do the same with your network of regional subject matter experts (SMEs)you cant sell without them.

    4. Remember: you are selling internally as much as you are selling externally to clients.

    5. Leverage marketing professionals early to develop your messaging and execute an integrated campaign: they bring unique skills.

    6. Proactively leverage existing venues, forums and vehicles for your awareness, education and communications needsdont create new ones if you dont have to.

    7. Ensure your campaign messaging is unique and differentiated. Build compelling, fact-based value propositions.

    8. For offerings which involve or impact third party technology providers: proactively leverage our network of alliance partners to expand sales channels, sell more, and decrease selling costs.

    9. Track key milestones across the activities in your sales campaign and regularly report on leads, pipeline, and salesto support momentum and individual accountability.

    10. Apply proven sales and relationship-building techniques in your client interactions (e.g., SOCIAL STYLESM, power maps). Focus on the clients best interest: your main objective is their success.

  • 37

    Client Centric MarketingClient centric marketing (CCM) is a strategic marketing approach developed with account leadership, to drive relationship-building and awareness at speci c targeted accounts.

    CCM teams Accentures best marketing resources with client teams not only to build stronger relationships and but also to provide effective mechanisms to differentiate us from the competition and demonstrate our commitment to the client. CCM campaigns are always anchored in disciplined message

    development and, along with a focus on channel innovation, utilize customer relationship management (CRM) analytics to provide a continuous loop of intelligence to facilitate sales effectiveness and account penetration. Opportunity centric marketing (OCM) uses a similar approach in pursuit of a speci c sales opportunity.

    Key ResourcesClient Centric and Opportunity Centric Marketing Learning Paper

    Client Centric Marketing: Bringing the Power of Accenture Marketing to Your Client

    Growth Platform Marketing

    Internet MarketingDesign

    Agencies/ External Best Practices

    Accenture Research

    Industry Marketing

    Geographic Marketing

    CCM Lead

    Media and Analyst Relations

    Integrated CampaignClient

  • Win Pro table DealsWhat is the right team to win?Sales Roles 40

    What are Accentures best methods for winning pro table deals?Sales Cycle 41

    Quali cation, Strategy and Advancement 44

    Structured Team Working Sessions 46

    Strategy Reviews 47

    New Business Management Process 48

    Pricing 49

    Proposal Development and Support 52

    Orals 54

    Negotiations 56

    Win Loss Reviews 59

    38

  • 39

    It takes the right team of people who can move and develop an opportunity through our rigorous sales cyclefrom quali cation and win strategy development, to pricing, proposal, orals, negotiations and nal contract. This right team of people must also have the right client relationships that are built on trust. Such relationships enable the team to test and validate ideas and assumptions throughout the sales cycle, resulting in the strongest possible proposal and chances for winning.

    In short, winning pro table deals requires the right people, with the right relationships, using the best methods. This section provides an overview of those best methods and the right team needed to win.

    What does it take to win the right deal for Accenture?

  • 40

    The Right Team to Win: Sales Roles BlueprintAssembling the right sales team for each opportunity is critical to achieving our desired business outcomes of strong client relationships, quality pipeline, a good return on our business development investment and ultimately, winning.

    The Sales Roles Blueprint de nes the right team needed to win an opportunity. This consistent set of roles:

    Strengthens teaming by clearly delineating responsibilities.

    Brings the best of Accenture to bear by promoting the engagement of specialized talent from across our organization.

    Strengthens management of sales resource costs by identifying the roles needed to succeed.

    Enables ef ciency and cost savings in staf ng sales teams.

    Not all roles are required for every pursuit and an individual may play multiple roles on an opportunity. As opportunities increase in complexity and size, the possibility that each role equates to one or more people also increases.

    Key resourcesSales Roles and Credit Policy homepage

    Sales Roles Blueprint

    Client Account LeadSales Lead (Opportunity Director, OSL, Sales Leadother)

    Opportunity QA Director

    Origination Lead / BD Executive

    Negotiator Deal Shaper Bid Manager Enterprise Architect

    Solution Architect Mobilization Lead(from OGP)Bid ManagementSupport

    Legal CTS and CFM Tax Corporate Treasury

    Contract Management Marketing HR

    Proposal Manager Volume Lead Volume Author (tech, bus, past performance)

    Orals and Demo Author Orals Coach

    SME

    Research Specialist

    Delivery Lead

    Leadership Team

    Core Sales Team

    Operations and Support

    Proposal Development Team (dependent by OG and type of deal)

  • 41

    SubmitProposal

    Approved toPursue

    Sign Contract

    0Identify and Validate Client Opportunity

    1Define Value Proposition with Client

    2aAgree onBusiness Terms ORDevelop Proposal

    2bClarify Proposal and Differentiate Solution

    3aPerformInitialNegotiation

    3bFinalizeContract

    Selected to Negotiate

    Accenture Selected

    Key Milestones

    Sales CycleAccenture utilizes a four-stage sales cycle with supporting tools, resources, reviews and decision points that is structured to not only help us win, but to ensure we are ultimately winning the best deal for Accenture.

    Stage 0Identify and Validate In Stage 0, we identify an opportunity and test it with the client, before spending any signi cant effort or investment on deal pursuit. To enter Stage 1, we must fully qualify the opportunity and get approval to pursue.

    Stage 1AdvanceIn Stage 1, we work closely with the client to de ne the value proposition and begin to scope a solution. We also commence development of a comprehensive win strategy. Proceeding to Stage 2 means we have decided to continue to expend time and effort to pursue the opportunity.

    Key ResourcesSales Stages homepage

    Stage 2ProposeStage 2 involves the development of a proposal to the client and any required client presentations, orals or other follow-up activities.

    Stage 3CloseIn Stage 3, negotiations and contracting takes place. It concludes in a win, loss or withdrawal.

  • 42

    Moving Through the Sales Cycle to WinQualifying an opportunity, developing a strategy to win, creating a strong proposal and orals presentation, and advancing the opportunity through the rigorous reviews and decision points of the sales cycle are all critical steps to ultimately winning a pro table deal. Four key best practices enable this winning approach:

    The Quali cation, Strategy and Advancement (QSA) ToolkitThe Quali cation, Strategy and Advancement (QSA) toolkit stimulates and structures critical thought, discussion and action regarding an opportunity, all in support of the strongest possible quali cation and win strategy. The toolkit contains our latest, best approaches, tools and information to help us win.

    Structured Team Working SessionsStructured team working sessions bring the right people together in a structured format to develop powerful win strategies, solutions, cost models and negotiation positions. Progress through the stages of the sales cycle is regularly and rigorously assessed in these team working sessions and in strategy reviews.

    Strategy ReviewsStrategy reviews provide a forum for intensive coaching from sales leaders on a speci c opportunity, with the intention of maximizing the probability of winning. A sales teams QSA work serves as the foundation for these sessions and the team working sessions.

    The New Business Management (NBM) ProcessThe New Business Management (NBM) process involves leadership review; discussion and subsequent decision on whether to pursue an opportunity, submit a proposal and commit to a contract. A sales teams work, through QSA efforts, structured team working sessions, and strategy reviews, drives the decisions made at the NBM meeting on whether to continue opportunity pursuit.

    Key ResourcesWin Rate Improvement OverviewWin Rate Improvement topic page in SELLQuali cation and Win Strategy homepage

  • 43

    QSA

    Win Strategy Session

    Strategy Review

    QSA

    SolutionDeliverability Session

    Strategy Review

    QSA

    CommercialDeliverability Session

    Strategy Review

    NBM Meeting

    Sales Excellence

    Collaboration

    Coaching

    NBM Meeting NBM Meeting

    0 1 2a 2b 3a 3b

    Approval

  • 44

    Quali cation, Strategy and AdvancementThe QSA tool is built upon a set of critical success factors necessary for winning. Assessing an opportunity against these factors helps sales teams move the right opportunities through the sales cycle, identifying opportunities that should not be pursued and developing better win strategies for those that should. The QSA tool is not an administrative form, rather it is a guide that spurs and structures critical thinking about all facets of an opportunity. It provides challenging questions, considerations, guidance and access to valuable insights, and progressively indicates the likelihood of winning the opportunity as it advances through the sales cycle.

    Quali cation: Based on Fact, Not InstinctDeciding to continue pursuit of an opportunity rests on the following three factors:

    Desirability: Is the opportunity good for Accenture nancially, and does it align with Accentures strategy?

    Winnability: Based on our critical success factors for winning, can we win the opportunity?

    Deliverability: Can we deliver it successfully?

    Win Strategy: Compelling, Thorough, DisciplinedA win strategy de nes how we will differentiate ourselves and what actions we can take to win.

    Example: Expand the scope of the deal to marginalize niche competitors.

    Cover all ground and leave nothing to chance. Are we meeting the critical success factors for winning?

    Plan the work, work the plan (as we do when delivering!).

    Advancement: Improve the Odds of WinningThroughout the sales cycle, checkpoints are in place to ensure the opportunity is advancing toward a win:

    Continuously evaluate deal health to sharpen focus on xing weaknesses and exploiting strengths

    The QSA tools Red / Amber / Green scorecard helps diagnose deal health

    Key ResourcesQuali cation and Win Strategy homepageQSA ToolQSA Tool homepageQSA Critical Success Factors topic page in SELL

  • 45

    Determine Desirability based on:1. Deal Financials2. Fit with Accenture Strategy

    Determine Winnability based on 12 Critical Success Factors

    Decision to Qualify Out

    Decision to Pursue and Invest

    Determine Deliverability based on:1. Accenture ability to deliver

    Inputto...

    Insight and Position1. Opportunity Imperative

    and Intensity2. Customer Relationships

    and Buyer Values3. Competitor Landscape

    Strategic Plan4. Win Themes and

    Differentiation5. Campaign Strategy

    Accenture Proposition6. Solution Approach7. Teaming and Alliances8. Delivery Leadership Team9. Value Proposition and

    Pricing

    Campaign Execution10. Negotiation11. Buying Events12. Readiness and Progress

    Quali cation Decisions

  • 46

    Structured Team Working SessionsTeam working sessions bring together the key members of the sales teamfrom the operating groups, growth platforms, industries and other organizational entitiesto share viewpoints, coordinate efforts and align thinking on key aspects of the opportunity.

    The sessions serve as stimulating and collaborative forums for examining the opportunity from all angles, reconciling what is best for the client with what is best for Accenture. They enable the sales team to proactively plan and agree on actions that are required to advance the opportunity through the clients buying process and Accentures selling process, and that prevent risks from turning into issues later in the selling or delivery process.

    The QSA tool serves as a foundation for these discussions, and is updated with the results of the sessions in preparation for the strategy review. There are two types of structured team working sessions:

    Win Strategy SessionA win strategy session is a comprehensive workshop at the beginning of the opportunity life cycle. In the session, sales team members share information to establish a shared understanding of buyer values and underlying interests, the clients buying process and power map. Together the team develops the win strategy, including win themes that address the buyer values and guide the opportunity pursuit. They identify areas of weakness where the team needs to gather more information or test buyer values and win themes with the client. The team also establishes the governance for the opportunity pursuit.

    Deliverability SessionsDeliverability sessions are workshops that align the sales team around the solution to be delivered and the commercial aspects of the deal. In these sessions, the sales team ensures that the solution supports the value proposition, that we have the capability to deliver and that we have an agreed position on negotiations.

  • 47

    Strategy Review SessionsStrategy review sessions are an opportunity for sales teams to receive coaching and guidance from sales leaders on a speci c opportunity in order to strengthen our ability to win. In the sessions, sales leaders coach the team on the outcomes of their win strategy, solution deliverability and commercial deliverability working sessions, identifying actions that the sales team should take to advance the opportunity and prepare for the next new business management meeting. The QSA tool serves as a foundation for the discussion.

    There are two types of deliverability sessions:

    Solution Deliverability Sessionhas a heavy focus on the solution, cost estimates and resource requirements and is conducted at least once during Stages 1 and/or 2.

    Commercial Deliverability Sessionhas a heavy focus on commercial aspects and mobilization readiness, and is conducted at least once during

    Strategy review sessions are conducted:

    After the win strategy session and before the NBM meeting for entry into Stage 1.

    After the solution deliverability session and before the NBM meeting for Stage 2 entry.

    After the commercial deliverability session and before the NBM meeting for Stage 3b entry.

    Key ResourcesDeal Team Strategy Review Job AidCoaches Strategy Review Job Aid Quali cation and Win Strategy homepageNew Business Management homepage

    Stage 2 and possibly within Stage 3 if there are material changes to the deal.

    Key ResourcesDeal Team Win Strategy Session Job Aid Deal Team Deliverability Session Job Aid Quali cation and Win Strategy homepageNew Business Management homepage

  • 48

    New Business Management (NBM) Process The New Business Management (NBM) structure facilitates review; discussion and subsequent decision on whether to pursue an opportunity, submit a proposal, and commit to a contract. The NBM process:

    Promotes effective collaboration between operating groups (OG) and growth platforms (GP) and streamlines approval discussions.

    Increases sales team empowerment by delegating approval authority downward from management nodes, where appropriate.

    Increases sales team success by including coaching as a key aspect of the process.

    NBM meetings are conducted at the client service group (CSG), operating unit (OU), and operating group (OG) levels within each OG, depending upon opportunity classi cation, risk and margin. The NBM processand corresponding approval pointsare determined based on deal size, complexity, risk and margin.

    For example:

    Larger, more complex opportunities require more formal approval points throughout the sales cycle and must be approved at higher levels of the OG.

    Most opportunities also require a deliverability approval from GP leadership.

    Some complexity and/or risk criteria, such as selling work outside of a country where Accenture operates will require additional parties to be involved in the sales process.

    Key ResourcesNew Business Management homepageNBM TemplateQSA Tool

  • 49

    The Right Solution, At the Right PriceThe QSA, team working sessions, strategy reviews and NBM checkpoints are all critical to strengthening our ability to not only win, but win the right opportunity. That means developing the best possible solution for our client, at a price that is not just competitive, but also lucrative for Accenture. We have powerful tools, insight, experts and best practices that help us develop that right solution at the right price, including competitive price range (CPR).

    CPR is fundamentally about understanding the market price for a particular opportunity and using that knowledge to inform our baseline solution. This analysis occurs before we

    develop the solution. By analyzing our competitors pricing position and our clients key buyer values, we can shape our solution and win themes to win the opportunity at a price that is complementary to Accentures target nancial objectives.

    In short, CPR involves using competitive and client intelligence to determine the winning price range, in particular de ning the maximum price we can charge and still win. CPR helps us use price as a competitive lever and make better solution and pricing decisions.

    Key ResourcesCompetitive Price Range homepage

    Sales Team Data

    Competitive Insight

    Client Input Competitive Price Range

    Target Margin Solution Contingency

    Cost to Win

    Costing Targets for Solution Architects

    Subtract

    Inputs to CPR Regularly Updated Stage 1 and 2 Processes

    CPR should be kept current with new information obtained during the proposal cycle.

    Involve all stakeholders when setting competitive price range and costing targets.

    Other Internal & External Sources

    Competitive Price Range

  • 50

    Competitive Price RangeBest Practices

    Effective Pricing Practices

    Start in Stage 0/1; Stage 2 is too late.

    Understand the clients budget and business case goals.

    Understand how the client de nes value for the opportunity.

    Identify our competitors and research how they have priced and approached similar deals in the past.

    Design our solution based on this client and competitor insight.

    With a solution de ned based on the clients needs, values, a Competitive Price Range analysis, and more, that solution must be formally priced using Accentures pricing best practices and tools.

    Effective pricing is the most powerful pro t lever that we have in the sales process. As a result, it is essential to have strong, market relevant pricing capabilities, and it is essential that all Accenture professionals who are involved in pricing understand and use those capabilities.

    Clearly articulate how our solution adds more value (as de ned by the client) than the competition. If it does not, ensure we are at a comparable price point to the competition.

    Devise a communication strategy to articulate the extra value in the clients context, paying attention to social styles and tuning messages appropriately.

    A primary focus is to improve sold Client Controllable Income (CCI) and other related metrics. Our ability to improve depends on strengthening the following:

    More granular, differentiated pricingSetting different prices for different skills based on the value of those skills, local market conditions, and client priorities.

    Rate card best practicesConsistent standards for rate cards and Master Services Agreements (MSAs) that ensure fairness for Accenture and the client over the course of the project.

  • 51

    Negotiation skills and responsibilitiesSkills and information that allow us to deal with pricing issues and client negotiation in a way that helps preserve and strengthen the client relationship.

    Flexible pricing technology and analytic capabilitiesTechnology that enables a consistent approach to pricing and a repository of up-to-date pricing information to help set prices for new deals.

    How can you price your deal most effectively? As a practitioner you should:

    Engage your Business Negotiator in developing pricing strategies and in price negotiations. You can nd your

    At a minimum, covering annual raises Growing sold margins in a way the

    markets reward

    Taking advantage of market opportunities/imbalances

    Capturing the value of the Accenture

    Business Negotiator through https://pricing.accenture.com.

    Use the appropriate standard tooleither the Global Pricing System or the Global Consulting Pricing Modeldepending on your location, operating group and type of work.

    Review and use current rate card and MSA guidelines.

    Staff to the sold pyramid.

    Key ResourcesPricing homepageSelling and Pricing Homepage on SE ConnectionPricing topic page in SELL Price Modeling Tools

    Effective Pricing is the Most Powerful Pro t Lever We Have AvailableImprove by 1% Percent Improvement in Operating Income

    5.85%

    3.61%

    2.40%

    0.45%

    0.32%

    0.13%

    Price

    COGS

    Volume

    Sales and Marketing

    General and Administrative

    CAP Charges and EVA

    Source: Based on global FY2007 TC and MC (excluding Public Service) information from Accentures Corporate Reporting and Analysis Team.

  • 52

    Integrated Sales Support CenterServicesProposal AuthoringProvide content support and development for RFPs/RFIs/RFQs, including:

    Industry Content and CredentialsIn alignment with operating groups (OGs) and client service groups (CSGs), the ISSC captures and maintains industry-speci c content and credentials.

    Deal-speci c ResearchResearch support for industry, domain, technology, and competitor information needed for the proposal response.

    Sales and Orals Deck CreationPrepare client-facing materials to be used during the sales process, including in orals presentations.

    Accenture FactsProvide latest data on corporate, facts, headcounts, skills etc.

    Marketing and Credential SupportRefresh and update credentials in support of outsourcing marketing.

    Graphics and FormattingSupport for Word and PowerPoint documents, including image creation and modi cation.

    Proposal Development and SupportProposals are, ultimately, our presentation to the client that demonstrates that we understand their needs and values, and that we offer the right solution and price. Given this criticality and scope, proposal development is a resource-intensive activity during an opportunity pursuit. Ef cient and cost-effective proposal development is a key lever to ensure that we aggressively manage business development costs. While there are many resources within Accenture that support the proposal development process, one of the key resources is the Integrated Sales Support Center (ISSC). The ISSC consists of offshore and onshore teams that provide sales teams and solution architects a standard, cost-effective approach to responding to requests for information, proposals, and quotes (RFIs, RFPs, RFQs), and creating client-facing proposal collateral and discussion materials. It is essential that all Accenture professionals who are involved in creating client proposals understand and utilize the ISSC.

  • 53

    Accuracysecure regular updates from information owners to ensure latest and greatest.

    Support Multi-tower Dealsability to support multi-tower deals by responding to Application Outsourcing (AO), Infrastructure Outsourcing (IO), Business Process Outsourcing (BPO), and consulting proposals.

    Key ResourcesProposals homepage in KXIntegrated Sales Support homepageCentral Mailbox for support requests: [email protected]

    Proposal ManagementManage the overall process for creating nal proposal documents, including:

    Proposal CoordinationManage all day-to-day activities relating to the development of proposal deliverables

    Proposal TemplateCreation and formatting of all proposal templates

    Proposal ProductionManage proposal production activities

    Bene ts Selling, General and Administrative

    (SG&A) Savingslow-cost, experienced and dedicated resources.

    Client Focusliberate client teams to focus on the solution and client relationship.

    Streamlined Sales Support Processimproved sales rigor has a positive impact on win rate.

    Qualityensure accuracy, consistency and relevance of proposal content, leveraging best-practice tools and methods.

    Peopleexperienced sales support resources (US onshore and offshore) with 3-8 years sales support experience.

    Third Party Advisors (TPA)Experience with TPA proposals from all Tier One advisorsTPI, Everest, EquaTerra, and more.

  • 54

    Demonstrate how we will work together day-to-day to ensure a successful project. For example, simulate a day-in-the-life of the project: from how we will interact through a governance structure, to the visibility they will have to progress through dashboards, to the onboarding and rolling off of resources, and more.

    Oral Presentation and PreparationHow important is the oral presentation in an opportunity pursuit? Win this event and we go home the winner. If we do not perform at our best for this one event, the competitor could win. The following lessons learned were gleaned from win/loss reviews on opportunities totaling more than $6 billion dollars.

    You win Orals, you will likely win the dealWhen we win orals, more than 95 percent of the time we win the opportunity.

    Winning Orals is a function of three variables: differentiation; amount of face time; and preparation.

    Face time before the oral presentation is criticalyou must know the client and have developed trust with them. Dont let the client say orals was the st time I ever met her or he didnt really understand our company or our problem.

    You must be able to articulate win themes that differentiate you from the competition. Messaging should have 4 parts:

    What it is you have.

    How you have used it successfully for another client.

    Based on the clients issues, why what you have is important.

    How you are going to use what you have to address the clients needs and issues.

    Use SOCIAL STYLESSM to craft your messages.

    Analytical Driving

    Amiable Expressive

    Supported by Facts and DataLower Risks

    ResultsSpeedControlCreate Options

    ConsensusProven ProcessesLower Risks

    Bold and InnovativeForward Thinking

  • 55

    Prepare and rehearse

    Freeze the deck and potential questions two days out.

    Plan on running multiple dress rehearsals. They are critical.

    Orient the style of the presentation and answers given to questions to the power map and SOCIAL STYLESM of the audience.

    Articulate how Accenture is organized and works together. Introduce each person including their role on the project (if selected) and their relevant experience.

    Prepare how you will answer questions

    Have a list of anticipated questions. Decide who will answer and rehearse.

    Make sure that you understand the question. Repeat if necessary.

    Be honestif you dont know, say so.

    If a problem engagement is brought up, admit that it was a problem.

    Dont pile on. Generally one answer from one person is satisfactory. Dont keep adding to what has been said.

    Key ResourcesOrals homepage

  • 56

    The Accenture Way to Negotiate A successful proposal and orals presentation moves an opportunity to Stage 3 of the sales cycle and negotiations with the client. The Accenture Way to Negotiate (TAWN) is Accentures interest-based approach to negotiations. TAWN is intended to make us more successful and easier to do business with. Through disciplined preparation and skillful execution of TAWN, we better understand our clients interests, more effectively represent Accentures interests, improve our client relationships, create mutually advantageous options and structure better business decisions. TAWN articulates the ve fundamental negotiation strategies and principles that all Accenture executives should use when shaping and negotiating any deal.

    Key ResourcesThe Accenture Way to Negotiate Booklet Negotiations Center of Excellence homepageNegotiations topic page in SELL

  • 57

    1. Remain unconditionally constructiveCreate mutually bene cial working relationships that are based on clear communication.

    2. Focus on strategic interestsUncover a clients interests, instead of positions, and share Accentures interests where appropriate. Discuss options that acceptably meet the clients interests and that meet Accentures interests well.

    3. Maximize legitimacyEnsure all options are based on jointly agreed measures of validity, ensuring that no one feels taken.

    4. Create value by being rm but exibleSeek to expand the value of a transaction by creating mutually bene cial options.

    5. Create a clear choice: Commercially Viable or Willing to WalkUnderstand Accentures Best Alternative to Negotiated Agreement (BATNA) before entering into any discussion with a client, and seek to understand the clients BATNA too.

    Focus onStrategicInterests

    MaximizeLegitimacy

    CreateValue byBeing Firmbut Flexible

    Remain Unconditionally Constructive

    Create a Clear Choice

    Forge an Enduring Business Relationship

  • 58

    The Accenture Way to Negotiate Best PracticesPrepare, Prepare, PreparePreparation is essential prior to any signi cant client interaction. Use the following tools to prepare for different types of client interactions.

    7Element ToolUsed to analyze the big picture and look at all the issues in a negotiation through the frame of interests, options, legitimacy, alternatives, commitment, communication, and relationship.

    Partisan PerceptionsUsed when there has been a fundamental breakdown in communication or when two (or more) parties are operating from fundamentally different assumptions.

    Spotting and Changing the GameUsed to analyze behavior when someone is dif cult, or to analyze the process being used or proposed in various negotiations.

    Currently Perceived ChoiceUsed when there is a speci c choice in front of the other party and they are still saying no!

    Execute with Excellence Understand the negotiations dynamics.

    Solve clearly understood issues rather than merely respond to positional demands under pressure.

    Identify the clients true underlying interests, rather than just stated positions.

    Present Accentures solutions as value-creating options to address our clients issues.

    Remain unconditionally constructive in dealing with any relationship issues.

    Remain principled, reasonable and consistent no matter what tactics the client or a third- party advisor uses.

    Outcomes of Making a Good Decision Using TAWN Satis es interests, not positions.

    No waste: the best of many options.

    Legitimate: no one feels taken.

    Better than your best alternative (BATNA).

    Well-planned commitment.

    Process is ef cient: good communication.

    Process improves the working relationship.

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    Win/Loss ReviewsWhether we win or lose an opportunity, a key way to increase our win success is to learn from each pursuit through win/loss reviews. The Accenture win/loss program was established to understand why we win, why we lose and what makes us different from the competition. Win/loss reviews are conducted across all operating groups and geographies. Applying win/loss insight to opportunity pursuits enhances win strategies and helps improve our win rate.

    Teams can bene t from win/loss reviews in two ways:

    Key insight across multiple deals: cross-deal analysis is available for sales and offering teams. Analysis can be obtained either from your OU sales effectiveness lead, or from the Win Loss Reviews homepage.

    Conducting your own win/loss interview: Most client directors make a practice of debrie ng with the client immediately following the closure of a deal (win or loss). There are short interview questionnaires that you can use to structure your discussion with your client. The questionnaires and templates can be obtained from the same site above.

    Key ResourcesWin Loss Reviews homepage

    Collect Insights Analyze PatternsInject intoSales Process

    Impact: increasedwin rates

  • Manage SalesHow do we manage sales?Key Sales Metrics 62

    Pipeline Management 63

    Opportunity Management System 65

    Reporting and Analytics 66

    Sales Credit Allocation 67

    Business Development Cost Management 68

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    This management involves planning our sales efforts to meet our targets, tracking our progress toward our objectives, investing in business development wisely, and developing and rewarding our sales teams. This section focuses on these efforts to effectively manage sales.

    To achieve our overall objectives of sales growth at lower cost we must effectively manage our sales infrastructure, from the people, to the information, to costs.

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    Key Sales MetricsWe manage our sales activities and results against six key metrics:

    New BookingsNew bookings are tracked against both internal plan targets and external guidance.

    Mega DealsMega deals represent a comparatively small quantity of deals, (speci cally for Outsourcing), which have a signi cant impact on new bookings, pipeline and win rates.

    PipelineOur pipeline is the sum of all active opportunities documented in our SalesOpportunity Management (OM) application. Understanding and managing the pipeline is key to achieving our sales targets and understanding the strength of the business. Pipeline metrics include both historical trends as well as assessment of current pipeline strength vis--vis sales targets.

    Win RatesWin rate is an indicator of our success in qualifying and winning opportunities, and has a direct correlation to the volume of pursuits we must undertake to win a certain amount in a given time period. Win ratewins as a percentage of total quali ed pursuits, inclusive of withdrawalsis calculated from Stage 1. The Win/Loss rate is a metric that measures our overall competitiveness and excludes withdrawals.

    Key ClientsThe primary areas of focus within the client portfolio are our diamond and foundation clients. These clients provide the foundation of our success in terms of current and future sales, revenue and income. We need to build the quantity of these clients over time, while increasing the volume of work at each client.

    Business Development CostWe refer to our cost of sales as business development (BD) spend. Our focus is on improving our BD yield by growing new bookings at a faster rate than BD spend.

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    Pipeline ManagementUnderstanding and proactively managing our opportunity pipeline is key to achieving our sales targets. Our pipeline is the sum of all active opportunities documented in our SalesOpportunity Management (OM) application. For the purpose of understanding and assessing our pipeline, it is divided into two distinct segments: quali ed pipeline and unquali ed pipeline.

    Unquali ed PipelineThe unquali ed pipeline is the set of opportunities in Stage 0, during which we identify and qualify opportunities early, before signi cant effort or business development funds are spent. Tracking of all Stage 0 opportunities

    provides advance visibility to potential deals, resulting in better pipeline management.

    Quali ed PipelineThe quali ed pipeline includes all deals in and beyond Stage 1. At this point, both the client and Accenture have signaled their interest in discussing and exploring the opportunity further, and Accenture has initially quali ed the opportunity via the New Business Management (NBM) process. The quali ed pipeline is the primary source for all pipeline reporting, and provides leadership with insight and assessment of our future potential sales, quanti able trends and key metrics used to gauge the health of our business.

    Withdrawals

    Win rate

    Pipelineyieldtion

    Qualifica-rate

    QualifiedpipelineNew Opps

    Unqualified pipeline

    Pursuits

    Wins

    Losses

    Withdrawals

    Wins

    Losses

    Withdrawals

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    Pipeline Management LeversThere are four key levers that affect our ability to track and manage pipeline:

    Win RateWin rate refers to, based on opportunity value, wins as a percentage of all quali ed pursuits (wins + losses + client withdrawals + Accenture withdrawals). Win rate is an indicator of our success in qualifying and winning opportunities, and has a direct correlation to the volume of pursuits we must undertake to win a certain amount in a given time period.

    Pipeline YieldPipeline yield is the percentage of wins accrued, by value, based on the total quali ed pipeline at the start of the period. For example, if an entity starts the quarter with $100 of quali ed pipeline, and wins $20 in the quarter, the pipeline yield was 20 percent. Yield takes into account a combination of performance levers, including win rate and velocity (average time in pipeline).

    Quali cation RateQuali cation rate is a measure of uidity into the quali ed pipeline. It is calculated similarly to yield, but is based on the value of quali cations during a particular period as a function of the unquali ed pipeline.

    VelocityVelocity is the speed at which an opportunity moves through the quali ed pipeline, from pipeline entry date through the actual contract signing date. Increases or decreases have a direct impact to both win rate and yield, in that velocity contributes to the volume of wins and pursuits during a particular period.

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    Opportunity Management SystemThe SalesOpportunity Management (OM) application is Accentures system of record for capturing opportunity data and managing the pursuit process (for example, NBM, approvals etc). All sales teams are required to document opportunities in OM through the sales stages until the opportunity is either won, lost or withdrawn. In addition, OM supports regulatory requirements related to proactive identi cation of contracts that present export compliance, tax and similar risks, and facilitates a consistent and controlled process for allocating business development funds.

    All of Accentures management and operational reporting and analysis is done based on data extracted from OM. We track all opportunities in the pipeline, as a basis for:

    Assessing performance via key sales metrics (for example, win rates, pipeline, business development (BD) spend etc.).

    Diagnosing underlying problems via detailed metrics (for example, win rate by type of work, etc.).

    Proactively address gaps or problems and make the appropriate course changes to improve sales results via analysis of actual results (for example, pipeline vis--vis targets).

    Forecasting strength of pipeline.

    Analyzing the strength of our offerings across our various market segments.

    Gauging our strength against competitors.

    Key ResourcesSalesOpportunity Management (OM) applicationOpportunity Management homepage

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    Reporting and AnalyticsThere are a number of standard sales management reports that support the operating groups (OGs), service groups (SGs) and select geographies. These standard reports are used to evaluate and analyze performance against key sales metrics. Additional reports are added as necessary to meet operational priorities. Currently our suite of sales management reports includes the following:

    The Sales Plan Status Report includes progress against plan, win rate, client portfolio management and pipeline trends.

    The Sweet Spot Report provides an overview of quarterly pipeline and whether the pipeline is suf cient to achieve quarterly results.

    The Big Deal Spot Report provides a high-level overview of the big deals in the pipeline and period-on-period changes.

    The Foundation Client Penetration report provides a high-level overview of current and potential nancial activity at our foundation clients, including revenue, sales and pipeline data.

    The Foundation Client Report is a hybrid of the Sales Plan Status and Big Deal Spot Reports, with a focus on the global foundation client. The report provides a high-level overview of OM-speci c data across various segments, including local Customer Relationships and service groups. Fiscal sales plans by SG are available for select clients.

    Win Rate Heat Maps provide a visual representation of win rates results, both year-to-date and month-to-month.

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    Sales Credit AllocationA key part of managing our sales is being deliberate about the sales roles required to win each opportunity, and giving appropriate credit for a successful sale to the individuals in those roles. We have a common Sales Roles Blueprint, highlighted in the Win Pro table Deals section, that outlines the key sales roles that could participate on a sales opportunity. Our Sales Credit Policy then guides how individual sales credit should be allocated on an opportunity.

    The Sales Credit Policy allows multi-counting of individual sales credit by role. It is based upon the principle of teaming within structured teams and roles, which is bene cial to the team and the client.

    Key ResourcesSales Credit Policy GuidelinesSales Roles and Credit Policy homepage

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    Business Development Cost ManagementA key element of sales management is maximizing our return on sales investments: achieving the best sales results on our business development (BD) spend. Sales cost effectiveness is tracked based on the ratio of BD spend to total booked sales.

    We proactively manage our investment in BD to keep selling, general and administrative (SG&A) expense and overall non contract costs at a controllable level, to maximize shareholder value and more. In addition, we continue to set aggressive sales-growth objectives, even though our available resources to sell do not grow at an equivalent rate. As such, we are continually challenged to better utilize our available BD resources to achieve sales results.

    The rst key tenet of optimizing our BD investment is to focus on the right clientssee the Target Right Clients section for important principles on prioritizing our efforts and sales investments at our top clients.

    The second is proper categorization of our BD investments, this speci c categorization helps management better understand our returns in these areas and if necessary make tactical or strategic adjustments to achieve improved sales outcomes. Our three primary types of BD investments are:

    1. Client Relationship DevelopmentClient relationship development includes funding the effort to build long-term, successful client relationships. These relationships enable us to really know our client and its business allowing our teams to uncover, originate and validate client opportunities. More importantly these trust-based relationships have proven to be the most important factor in winning an opportunity.

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    2. Opportunity Pursuit Opportunity pursuit includes funding the effort and activities involved in the pursuit of an opportunity. There are many ways to maximize sales investment during opportunity pursuit, including relentlessly qualifying using the QSA toolkit, and increasing our win rate by leveraging other best practices described in the Win Pro table Deals section (Strategy Reviews, New Business Management meetings, assembling the right team to win and more).

    3. Overall Cross Client Overall cross client includes funding the effort and activities speci cally performed by our sales leadership or others in unique sales roles across the entire sales process that spend the majority of their time supporting multiple clients and/or opportunities.

    By implementing the strategies and tools described throughout this guide and honing our sales competence through training, each of us can play a signi cant role in effectively managing our business development investment and achieving our ultimate business objective: pro table sales growth.

    Key ResourcesBD PlanBD Approach OverviewBusiness Development homepage

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    Account Development 30

    Assessing your Client-Centricity 8

    Build Trusted Relationships 4

    Building Trust through C