marketing strategies that enable sales force success
DESCRIPTION
Juliann Grant of Telesian Technology and Scott Sommer of Jacobs Engineering discuss pre and post-sales strategies that build a bridge between marketing and sales. This presentation was delivered at the 3rd Annual Marketing and Sales Summit in 2008.TRANSCRIPT
Marketing StrategiesThat Enable SalesForce Success
Juliann M. Grant, Vice President
Telesian Technology Inc.
978-681-1600
Scott Summer,
Automation Technology Manager
Jacobs Engineering
(610) 731-1010
© 2008 Telesian Technology Inc.www.telesian.com
Today’s Approach
Pre-Sales Strategies (Juliann) Post-Sales Strategies (Scott) Goal: Use this information next week when
you get back to the office
Build a BridgeBetweenMarketing & Sales
© 2008 Telesian Technology Inc.www.telesian.com
The Approach
Pre-Sales Strategies Post-Sales Strategies Goal: Use this information next week when
you get back to the office
Build a BridgeBetween
Marketing & Sales
© 2008 Telesian Technology Inc.www.telesian.com
The Problem
Sales spends 40% time preparing customer-facing deliverables Less than 50% use materials created by marketing 10-20% create compelling materials that are
consistent with corporate messaging 85% of a company’s brand image is determined
by direct interaction between sales and customers
What the heck are they using??
CMO Council: Closing the Gap, August 2008
© 2008 Telesian Technology Inc.www.telesian.com
More problems
Lack of common language/dialog Lack of processes or systems Siloed operations Ineffective reporting, organizational
structures Leaves Marketing in the Dark…and all we
hear is …..
© 2008 Telesian Technology Inc.www.telesian.com
According to CMO Council
Marketing must power both the go-to-market process and every step of the lead generation, qualification, closing, and account reactivation cycle to truly be an effective partner with sales to drive growth and performance…
© 2008 Telesian Technology Inc.www.telesian.com
The Bottom Line…
Marketing operates at 50,000 feet Focus on lead generation, brand
visibility Need to learn how to maximize every
sales opportunity Overcome Conflicts, Build Cohesion
Dissecting Pre-Sales
© 2008 Telesian Technology Inc.www.telesian.com
Marketing’s Gotta Get New Shades
Take off rose-colored glasses Get into the trenches Don’t leave it all up to the channel
to succeed Increase direct contact with your
market Put yourself in buyers shoes Avoid show up and throw up style Eliminate Thud factor
© 2008 Telesian Technology Inc.www.telesian.com
Market Strategically, Sell Tactically Aligning messages, programs, tools
around motivating needs, business challengesUrgent, important, useful
Address Customer lifecycle needsPre-Sales: Choosing to be a customer Post-Sales: A Customer Experience
© 2008 Telesian Technology Inc.www.telesian.com
Sales Has A Process
Does Marketing know what that is? If yes, how do you use that information?
© 2008 Telesian Technology Inc.www.telesian.com
A Typical Sales Process
Your Universe
RFP/Scope of Work
Test/Demo
Negotiation
Approval
Gather Requirements
© 2008 Telesian Technology Inc.www.telesian.com
Marketing Has a Buying Process
Understand how purchases get made for your products/services
Put yourself in the Buyer’s shoesHow do they feel?
Excitement, fear, cognitive dissonance
What do they need to know? How can you help them? What information do you have to help?
© 2008 Telesian Technology Inc.www.telesian.com
The Buying Process Stages
Interest
Confidence
Close
Awareness
Your UniverseEvaluation
© 2008 Telesian Technology Inc.www.telesian.com
Benefits of Buying Process Map Keeps pace with sales complexity Puts the focus on the buyer Increases sales velocity
Remove obstacles in sales cycle Creates a framework when developing
messages and tools Identifies gaps to support complex selling
© 2008 Telesian Technology Inc.www.telesian.com
Messages Change Subtly Early Stages
- Bond with buyer thoughts- Sorting process, information gathering- Stand out messages: why you are different
Mid-Stages- Setting evaluation criteria- Competitive positioning- How are your solutions better
Late Stages to Purchase- Implementation Questions- Successful projects and timelines- Mitigating perceived risk
© 2008 Telesian Technology Inc.www.telesian.com
Buying Process and Sales Process
Your Universe
RFP/Scope
Requirements Defined
Capabilities Demo
Negotiation
Approval
Interest
Evaluation
Confidence
Close
Awareness
© 2008 Telesian Technology Inc.www.telesian.com
Awareness: Inside a Buyer’s Mind “I Have A Need” Information Gathering:
Search engines Attend seminars, shows Analyst reports Read articles Talk to colleagues
Which potential companies should I consider
What requirements do I need for RFP/scope I need to sort through all these web sites
© 2008 Telesian Technology Inc.www.telesian.com
Awareness: Marketing ActivitiesBe where your buyer is looking
Develop materials/programs that help a buyer understand why you are different than other vendors
Influence RFPs with your differentiators Programs: SEO, PPC, Events, PR, e-
Marketing, Direct Mail, Advertising Tools: Educational material, How-To’s, Buying
Guides, White Papers, Telemarketing scripts, New Prospect Kits
© 2008 Telesian Technology Inc.www.telesian.com
How This Helps Sales Set up sales for success Build qualified pipelines More opportunities Materials and programs set the initial “story” for
your company
Attend as many early stage sales cycle meetings as possible!
© 2008 Telesian Technology Inc.www.telesian.com
Supporting the Sales Cycle
Your Universe
Gather Requirements
RFP/Scope of Work
Awareness
Interest
© 2008 Telesian Technology Inc.www.telesian.com
Interest: Inside A Buyer’s Mind How do I evaluate this product or service? Who are the best people to help me with this? Here’s the website of company X, but it doesn’t tell me.. Who has the most experience with my kind of company? Which person seems genuinely interested in helping me
understand this?
© 2008 Telesian Technology Inc.www.telesian.com
Interest: Marketing ActivitiesDemonstrate expertise
Help sales uncover needs to qualify Uncovering problems Conversations that build
relationship and trust Lead by example Programs: Events, Advertising, e-Marketing, Web
Site, Blogs, Social Media Tools: Case studies by industry/application,
Interviewing tools, Industry Issues Sheet, Buying Team Needs Map, DVDs, Podcasts
© 2008 Telesian Technology Inc.www.telesian.com
How This Helps Sales Increase consistency of message Builds preference Identifies unique differentiators for each market/function Generate A-HA moments between sales and prospect
Help buyers identify things that they did not think of Builds trust and foundation for relationship or…
© 2008 Telesian Technology Inc.www.telesian.com
Winning the Evaluation
Your Universe
Gather Requirements
RFP/Scope of Work
Test/Demo
Awareness
Interest
Evaluate
© 2008 Telesian Technology Inc.www.telesian.com
Evaluation: Inside A Buyer’s Mind
What are the pros and cons between Company X, Y, and Z Vendor Grading
Who did a better job, who worked in the whole scenario What were the cool features
What excites me the most about products X, Y, an Z?
What features can I live without? What’s the risk to choosing company X?
© 2008 Telesian Technology Inc.www.telesian.com
Evaluation: Marketing ActivitiesPrepare for Hand to Hand Combat
How is your product/service better than the others
Competitor positioning Lay competitor traps Anticipate incoming grenades
Programs: Competitor database, e-Newsletters, Blogs, Social media
Tools: Comparison charts, PPTs, winning stories, smoking demos, case studies, F/A/B charts
© 2008 Telesian Technology Inc.www.telesian.com
How This Helps Sales
Fizzles out competitor traps Communicates why your products are
betterClearly articulates features, benefits
Overcomes obstacles Demonstrates full comprehension of
prospect needs
© 2008 Telesian Technology Inc.www.telesian.com
Creating Confidence
Your Universe
Gather Requirements
RFP/Scope of Work
Test/Demo
Awareness
Interest
Evaluate
Negotiation
Confidence
© 2008 Telesian Technology Inc.www.telesian.com
Confidence: In A Buyer’s Mind Just about everyone in is
involved in this project now More influencers engaged
We really like company X But, we have some concerns
about being a customer long term I want to feel confident about my
recommendation This would be a good resume builder
© 2008 Telesian Technology Inc.www.telesian.com
Confidence: Marketing Activities Tools and materials that communicate stability, low risk,
demonstrated successes, proven implementation methods, quality training
Special Packages and Pricing Bundles Programs: PR, Analyst Relations, Customer Reference
Programs Tools: Articles, analyst and investor reports, press
releases, annual reports, customer references, case studies, Podcasts, executive blogs
© 2008 Telesian Technology Inc.www.telesian.com
How this Helps Sales
Helps sales set expectations about next steps Have resources at the ready to respond to client
wish lists References Implementation methods, processes, and schedules Sample customer newsletters Partner materials/contacts
© 2008 Telesian Technology Inc.www.telesian.com
The Close
Your Universe
Gather Requirements
RFP/Scope of Work
Test/Demo
Negotiation
Approval
Awareness
Interest
Evaluation
Close
Confidence
© 2008 Telesian Technology Inc.www.telesian.com
The Close: In a Buyer’s Mind
How does your client really feel?
© 2008 Telesian Technology Inc.www.telesian.com
Close: Marketing Activities Establish what it’s like to be a customer Programs: Executive Briefings, Invites to
User Group Meetings, Executive Blogs, Social Media Groups
Tools: Annual reports, ROI calculator, corporate fact sheet, analyst endorsements, articles, positive press, project schedule, help desk, service accolades
© 2008 Telesian Technology Inc.www.telesian.com
How this helps Sales
Goal: Sign a contract Creates a memorable buying experience Sets expectations Gently guides the customer through the
negotiations Improves message consistency
© 2008 Telesian Technology Inc.www.telesian.com
Learn from the best Hang out with a few of
your best sales people Listen to their questions
and communication style Get underlying thought
processes ‘Why did you ask that question’
Prepare observations of these experiences into a sales tool
Podcast interviews
© 2008 Telesian Technology Inc.www.telesian.com
Discover how are tools being used
Go to meetings and listen to the delivery of the message
Introduction of materials – what, when, how is it packaged
Map out your tools to buying processMake adjustments according to your sales
experiences
© 2008 Telesian Technology Inc.www.telesian.com
Mapping Your Tools & Programs
Awareness Interest Evaluation Confidence Close
Direct & email letter Testimonials Feature/Benefit charts Reference calls Annual report/financials
Lead gen program offers FAQsTechnology
comparisons Testimonials Corporate fact sheet
White Papers/Tutorials Corporate brochures Competitor analysis Annual report Analyst reports
Press releases Name drop references PPTs Analyst reports Articles, press, PR
Website Benefits of Partnering Product data sheets Service accolades Service accolades
Industry reports Articles Product comparisons Company Awards Company Awards
Articles White Papers/TutorialsProduct
Demonstrations User Group Events ROI Calculator
Buying guides Interview documents Application Testing Social Media Groups
Telemarketing scripts Functional Role Needs Maps Case histories User communities
Self-guided dvd/video Industry Needs Maps Savings calculator Case Histories - service
Case histories ROI Calculator
Discounts, special
bundles
© 2008 Telesian Technology Inc.www.telesian.com
Measuring Your Effectiveness
Ask yourself these questions:Where does it fit in buying process?Do the messages address the concerns of
this stage? Do they overcome obstacles or create them?
How will this help move the prospect to the next stage?
© 2008 Telesian Technology Inc.www.telesian.com
Questions?