inside sales the salesforce.com way

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Page 1: Inside Sales the Salesforce.com way
Page 2: Inside Sales the Salesforce.com way

Background:• 2002-2012 Salesforce• VP EMEA UK&I• PipelineCheck• Members AA-ISP/ISDN

Page 3: Inside Sales the Salesforce.com way

PRODUCTIVITYMATRIX

Page 4: Inside Sales the Salesforce.com way

PRODUCTIVITY MATRIX

Sale

s

Pipeline Points

Sales Rep

Average

PipelineCheck.com 2016 ©

React Leaders

Inactive Ineffective

Page 5: Inside Sales the Salesforce.com way

G R O W T H

MATRIX

Page 6: Inside Sales the Salesforce.com way

GROWTH MATRIX

Sales Rep

Average

PipelineCheck.com 2016 ©

Pessimists Leaders

Optimists QualifiersSa

les

Prediction Points

Page 7: Inside Sales the Salesforce.com way

Agenda:• Hiring for inside sales• Deciding territories• Lead generation & management• Qualifying for volume and value• Discovering problems• Establishing value and beating competitors• Managing trials• Establishing real closing events• How to forecast and manage pipeline

Page 8: Inside Sales the Salesforce.com way

Hiring for inside sales• Superstars• Role play based interviews• Pay very well• Not supporting field• Increase the lines• Territories• Promote from within

Page 9: Inside Sales the Salesforce.com way

Deciding territories:• Fair• Mix new and existing• Adjust annually• Stay in lane

Page 10: Inside Sales the Salesforce.com way

Lead generation & management:• Air superiority• Inbound / outbound lead teams• Qualification• CRM Lead v Opportunity

Page 11: Inside Sales the Salesforce.com way

Qualifying for volume and value:• Sales methodology• Dynamic• Working the opportunity

Page 12: Inside Sales the Salesforce.com way

Discovering problems:• Phone based skill• Rapport• Active listening• Current situation• Business and personal• Alternatives tried• Consensus

Page 13: Inside Sales the Salesforce.com way

Establishing value and beating competitors:• Focus on the customer• Goal in $ and Time• Quantify problem• Discuss alternatives • Warning: Functionally rich• High level one liners

Page 14: Inside Sales the Salesforce.com way

Managing trials:• Needed?• Goal• Tasks• Ownership• Cover in demos• Validate in trial• References

Page 15: Inside Sales the Salesforce.com way

Establishing real closing events:• See goals, problems/solutions

Page 16: Inside Sales the Salesforce.com way

How to forecast and manage pipeline:• What do the reps need (1 day/month/year)?• Know your reps• Is pipeline being wasted?• Win rates• Deal size• Close dates

Page 17: Inside Sales the Salesforce.com way

QUESTIONS

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