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Connect the dots... ...to your sales success!

Connect the Dots to your Sales Success

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As you probably know, managing dozens or hundreds of sales opportunities, each at different stages in “the pipeline,” is a challenge. Sales agents everywhere have devised their own solutions to this problem. Some solutions involve pen and paper. People have created clever Excel spreadsheets. And others have turned to software applications that can make life difficult by doing more than they need to do. With Goal Smashers, we’ve focused on the essential things you need to be successful: Who should I contact next? Which skills do I need to work on? How am I doing? While there are several screens within Goal Smashers, it is essentially a one-page application. We’ve tried to create a system that brings focus and clarity by representing everything you need to see on one page. One succinct and visual page. While visualizing a sales pipeline is nothing new, using this visual as your primary means of interaction is something new. Our hope is that you will be able to cut through the noise and focus on the essential things that make you successful -- without clicking through a bunch of screens or shuffling through pages. We want to help you simplify the onslaught of information and introduce some measured control over your sales process.

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Page 1: Connect the Dots to your Sales Success

Connect the dots......to your sales success!

Page 2: Connect the Dots to your Sales Success

How can dotshelp you to sell more?

Page 3: Connect the Dots to your Sales Success
Page 4: Connect the Dots to your Sales Success

goalsmasherslooks like this...

Page 5: Connect the Dots to your Sales Success

prospects go in the funnel... and sales come out!

woo hoo!

Page 6: Connect the Dots to your Sales Success

dots keep track of whathappens to your prospects

hi!

Page 7: Connect the Dots to your Sales Success

leads contacted qualified interviewed proposals wins!

they move downthe sales pipeline

Page 8: Connect the Dots to your Sales Success

if you go looking for prospects...

Page 9: Connect the Dots to your Sales Success

They enter the pipeline asround “outbound leads”

hello!

hola!

(this means there was some outbound effort from you!)

thanks for calling!

Page 10: Connect the Dots to your Sales Success

if prospects initiateContact with you...

Page 11: Connect the Dots to your Sales Success

dots will have a “teardrop” shape...

vs.

outboundinbound

Page 12: Connect the Dots to your Sales Success

and will enter the pipeline asteardroped “inbound contacts”

bonjour!

hiya!

(this means the prospect initiated the contact with you!)

heard good things about you!

Page 13: Connect the Dots to your Sales Success

the color represents theprobability of success

high medium low

(it will be “medium” by defaultbut you can change anytime)

Page 14: Connect the Dots to your Sales Success

you can mark an important dot with a star!

me too!

Page 15: Connect the Dots to your Sales Success

when you completean activity, it’s recorded

as a green dot!

Page 16: Connect the Dots to your Sales Success

“ghosts” allow you to see the dots from previous months

(so they show up in the current month, but don’t count until you advance them down the pipeline!)

Page 17: Connect the Dots to your Sales Success

if dots are inactive for too long they get “cold” and turn blue!

ghost dots too!

Page 18: Connect the Dots to your Sales Success

Blue dots fall out of the pipeline at the end of the month!

(but if you advance them down the pipeline before the end of the month, they revert to their previous state, and stay!

Page 19: Connect the Dots to your Sales Success

a good salesperson knows when anopportunity has nowhere else to go!

(it’s good to keep track ofwhy opportunities go dead)

Page 20: Connect the Dots to your Sales Success

There’s a free e-book with lots more details!

(You can get it at www.goalsmashers.com)