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Presentation for the Sales Peer to Peer for the Innovation Factory on Sales Planning. The Agenda included: Revenue Goals Customer Relationship Management Creating an Objective Funnel Forecasting Moving Business Forward Customer Targets Activity Targets Team Sales Tools
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@markeelliott [email protected] www.vapartners.ca
Presentation for
Creating a Sales PlanSales Peer to Peer
October 17, 2012
@markeelliott [email protected] www.vapartners.ca
Agenda• Introductions• Innovation Factory Announcements• Revenue Goals• Customer Relationship Management• Creating an Objective Funnel• Forecasting• Moving Business Forward• Customer Targets• Activity Targets• Team• Sales Tools• Topics for next event
@markeelliott [email protected] www.vapartners.ca
Sales gets a bad reputation
@markeelliott [email protected] www.vapartners.ca
Revenue Goals• What type of revenue
do you have?• Recurring
• Large one-time deals
• Consumer
• From SMB accounts
• How do you predict future revenue?
@markeelliott [email protected] www.vapartners.ca
Sales CRM• Track revenue and
opportunities• More focus• Past and future
activities
@markeelliott [email protected] www.vapartners.ca
Create an objective funnel• Path to Sales Success
• Steps and activities that lead to a sale
• Assign a % based on history
• Understand average sales cycle length
Prospecting
Qualifying
Proposing
Closing
Roll-out
@markeelliott [email protected] www.vapartners.ca
Sales Forecast• Bottom up is best • Consistent • Specific opportunities• Next steps defined• Hold reps and
managers accountable• Follow-up
@markeelliott [email protected] www.vapartners.ca
Moving business forward• Should you do it? • What opportunities are
most likely?• Use CRM to identify
• What will motivate them?• Price break
• Added services
• What else?
@markeelliott [email protected] www.vapartners.ca
Customer Targets and Value Prop• What are you selling?• Are you selling
anything new?• Who are you selling
to?• What did you learn last
year?
@markeelliott [email protected] www.vapartners.ca
Activity Targets• What activities drive
your sales?• Meetings
• Demos
• Inbound leads
• Events
• What is it for you?
• Measure, track, and set goals
@markeelliott [email protected] www.vapartners.ca
Sales Team• Roles are defined• Expectations• Support is in place• Communications plans
• Formal one-on-one
• Team meetings
• Sales meetings
• Management by walking around
@markeelliott [email protected] www.vapartners.ca
What new sales tools do you need?• Marketing support
• Web
• Content Marketing
• Brochure
• New presentation
• Customer success stories
• CRM• Forecast meetings
@markeelliott [email protected] www.vapartners.ca
Sales Plan• Targets
• Revenue
• Activity
• Customers• Accounts
• Contacts
• Value Prop
• Sales Team• Tools
@markeelliott [email protected] www.vapartners.ca
Future Topics• Next meeting
December 19th• Government programs
for export help• Social Media and
Sales• Managing a Sales
Team• Better Sales Meetings• Anything else?
@markeelliott [email protected] www.vapartners.ca
Great Sales Resources
Entrepreneurs Tool Kit
Peer to Peer
Sales 2.0 Book
http://thesalesblog.com/
Linkedin Group
http://yoursalesplaybook.com