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SalesDriver
Create greater sales results with fewer
resources by focusing on value and
eliminating waste

Partner Tapio Nissilä
tapio.nissila@talentvectia.com
+358 40 70 10 458
Launching SalesDriver book in 2013

Sales must deliver greater results with
fewer resources.

This book explains how you can
  • improve sales performance
  • increase quality in sales process and
  • lower costs
through focusing on value and eliminating
waste in sales and marketing processes.

We’ll share case examples, tools, best
practices and hands on experiences from
our customer engagements.

The book introduces a new and improved
model for managing sales performance
improvement
SalesDriver method is based on best practices,
research and real life experiences


            Applied methods from                     Proven sales methods
               manufacturing                              Sales methodologies
          Lean, Six Sigma, Theory of Constraints




              Experience and best                       Understanding of
                   practices                            implementation
          Project experience across industries,           challenges
          best practices in sales performance      CRM platforms, implementation plan
            improvement and benchmarking                       expertise
                        practices
Designing and implementing sales management
    system                                                                                                              CASE

                  •   Need based Segmentation model including existing and potential customers
        Project   •   Integration of marketing and sales funnel
         scope    •   Lead management process for new customer acquisition
                  •   Opportunity qualification criteria


         From               Sales person is responsible for both analytical as well as transactional part of sales process


                       Marketing is responsible for            Outsourced call center           Sales person meets customers
            To        analytical part of sales process          makes first contact                and identifies sales cases


                  New business                   Sales result                Better customer             Resource usage
                  development                    improvement                 satisfaction                • 3 week deployment
                  • Lead management              • Hit rate increase by 5    • Net Promoter Score          project
                    process has resulted           percentage points (20       up by 400 %               • Creation of
                    in 100 % growth in             % increase)                                             marketing target
                    number of customer           • Sales increase of 10 %                                  groups down from
       Benefits     meetings on weekly                                                                     one week to 3 hours
                    basis                        • New process delivers
                                                   60 % of total revenue                                 • Lower cost of sales
                  • Average size of                and over 90 % of gross
                    identified sales                                                                     • Improved customer
                                                   margin new operating                                    data quality through
                    opportunities in the           model
                    funnel has grown by                                                                    new operating model
                    10 %
© Talent Vectia                                                    4
Continuous development to ensure alignment
of projects and increased performance                                                                 METHOD


      Individual development projects                                     SalesDriver approach

Performance                                                 Performance




                                               time                                                       time

• Customer process and sales performance                   • Action oriented approach & delivered from strategy
  development initiatives are stand alone projects         • One umbrella that combines all different front end
  with little alignment and information sharing              development initiatives
• Development initiatives are tactical, link to strategy   • Fact based and continuously measured to ensure
  is weak                                                    platform for improvement
• Facts for process improvement (excl. outputs) are        • Continuous development with initiatives building on
  missing                                                    each-other improvement
                                                           • Sequence of individual projects
                                                                      Projects build up on each other
                No clear development                                    and performance increases
                trend in performance
SalesDriver method covers key elements in
successful and professional sales                                                              METHOD

                         Strategy and objectives (growth, performance)

      1. Segment                      3. Account Management                       6. Sales Force
     Management                                                                   Automation &
                                     How we manage and develop                    Effectiveness
   What is the market             relationships with current customers
   where I compete in?                                                          How to market and
   Who are my (target)                                                           sell on daily basis
      customers?                       4. Sales Management

                             How to ensure that we are making our targets,
                             using appropriate sales approach and managing
                                        our resources effectively
      2. Offering                                                             7. Customer Service &
     Management                                                                     Call Center

     What do we sell,                                                        How do we serve customers
     what is our value              5. Marketing Management                          with high
       proposition,                                                            quality and optimized
    how it is packaged                                                                  costs
        and priced                   How to launch new offerings,
                                      penetrate new markets and
                                     how to acquire new customers
SalesDriver™ method can be implemented on top
of CRM platform using templates                                                                                  METHOD

                                 Strategy and objectives (growth, performance)

       1. Segment                               3. Account Management                             6. Sales Force
      Management                                                                                  Automation &
                                                                    Yearly                        Effectiveness
                                             How Account
                                                   we manage and develop
                                                                Planning
    Customer the market
     What is                              relationships Plan current customers
                                                Business with     Cycle                       Sales Person’s
                                                                                                             Win Plan
  Segmentation
     where I compete in?                                                                         Desktop market and
                                                                                                  How to
    Who are my (target)                                                                           sell on daily basis
         customers?
    Segment                                       4. Sales Management                            Sales           Sales
                Segment                                                                                       Processes
    Business                                                                                  Management      (solution,
                Reporting                                                                      Desktop
      Plan                           How to ensure that we are making our targets,                             product)
                                     using appropriate sales approach and managing
                                                our resources effectively
       2. Offering                  Marketing     Forecast and                                7. Customer Service &
      Management                                                 Opportunity     Return on          Call Center
                                     & Sales       production
                                                                 Qualification   Sales ROI
                                     Funnel         planning
    Offering do we sell,
      What         Value                                                                       Customer
                                                                                             How do we serveCustomer
                                                                                                               customers
                                                                                                Service      Satisfaction
      what is our value
   Structure    Quantification                  5. Marketing Management                               with high
                                                                                               Requests        Surveys
         proposition,                                                                          quality and optimized
     how it is packaged                                              Lead                               costs
     Salesand priced                               Marketing
                                                How to launch new offerings,                                   Lead
                                                                 Generation                      Claims
   Collateral                                        ROMI
                                                 penetrate new markets and
                                                                  Process                                   Management
                                                how to acquire new customers


                         SalesDriver™ deployment on top of CRM platform
Maximising impact of customer segmentation by
combining method with practice                                                                                 METHOD

Two-dimensional segmentation for increased                       Modular CRM tools to support implementation of
efficiency in sales and customer management                      the sales and customer management

• Value-based categories for optimal sales actions.              •   Supporting sales & sales management with optimised
  Differentiating sales approach and coverage model i.e.             tools. Modern CRM tools to support sales in quickly
  efforts and time allocation based on value of the                  adopting the new sales approach.
  customer.                                                      •   Ensuring that systems support new sales and
• Need-based segments for developing offerings.                      customer mgmt practices
  Differentiating offering and value proposition for             •   Modularity enables fast implementation. Fast process
  segments.                                                          and deployment of supporting tools.
                               Needs-based segments                    • Segmentation model on top of CRM
                                                                       • Customer specific data on top of CRM
                             Segment 1   Segment 2   Segment 3
                                                                       • Real time data on top of CRM
                   A
  Value-based
   categories




                   B


                   C

                  Target
                customers




                            Maximising impact of customer oriented sales development
Account management method and CRM tools
                                                                                                                                                          METHOD

Customer planning and relationship development                                                              Modular CRM tools to support implementation of
ensures utilization of customer insight to drive                                                            the sales and customer management:
business results
                                                                                                            •   Relevant content makes CRM tool for customer
• Proven method for account planning and management                                                             management
• Capture customer understanding and plan actions                                                           •   One method and tool for account planning ensures
  based on customer insight                                                                                     that account plans are found when needed.
• Identify relevant sales opportunities through planning                                                    •   Action planning using tasks and activities in CRM
                                                                                                                platform.


  Account Business Plan          Account Management Plan

 1.    Executive summary                                                                1




 2.
                                                        1                   1




        Customer analysis          4
                                                                                    3




                                                                                                        2
                                               1




 3.     Business overview
                                           4
                                                       §§
                                                             Q4

                                                             Q3
                                                                       Q1

                                                                       Q2
                                                                                                1




 4.    Sales opportunities             2
                                                   3




                                                            Account team
                                                                                2
                                                                                            1




                                                                                                    2




 5.     Account strategy &
             targets
                                                              meetings




 6.        Action plan
                                                            Critical customer
                                                                meetings




                         Maximising impact of customer oriented sales development
Capturing the full value of the sales effectiveness
 and CRM development                                                                               INSIGHT

                                                                            Project Management
CRM solution management                                                     • Managing schedule
• Managing the scope of CRM                                                 • Managing resources
  solution                                                                  • Managing budget
• Managing integrations to other                                            • Mitigating risks
  systems                            Manage              Manage
• Managing local requirements
• Balancing global and local       CRM solution        CRM project
  requirements                                 Manage
                                                people
                                                change

                                              Manage             Value management
                                             delivery of         • Managing business case
                                              business           • Managing delivery of business
                                              benefits             benefits
                                                                 • Communications
                                                                 • Change management
                                                                 • Training




              This does not mean “more work”, but a shared view on
                  what the project should deliver to be successful
© Talent Vectia   11

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SalesDriver create greater sales results with fewer resources

  • 1. SalesDriver Create greater sales results with fewer resources by focusing on value and eliminating waste Partner Tapio Nissilä tapio.nissila@talentvectia.com +358 40 70 10 458
  • 2. Launching SalesDriver book in 2013 Sales must deliver greater results with fewer resources. This book explains how you can • improve sales performance • increase quality in sales process and • lower costs through focusing on value and eliminating waste in sales and marketing processes. We’ll share case examples, tools, best practices and hands on experiences from our customer engagements. The book introduces a new and improved model for managing sales performance improvement
  • 3. SalesDriver method is based on best practices, research and real life experiences Applied methods from Proven sales methods manufacturing Sales methodologies Lean, Six Sigma, Theory of Constraints Experience and best Understanding of practices implementation Project experience across industries, challenges best practices in sales performance CRM platforms, implementation plan improvement and benchmarking expertise practices
  • 4. Designing and implementing sales management system CASE • Need based Segmentation model including existing and potential customers Project • Integration of marketing and sales funnel scope • Lead management process for new customer acquisition • Opportunity qualification criteria From Sales person is responsible for both analytical as well as transactional part of sales process Marketing is responsible for Outsourced call center Sales person meets customers To analytical part of sales process makes first contact and identifies sales cases New business Sales result Better customer Resource usage development improvement satisfaction • 3 week deployment • Lead management • Hit rate increase by 5 • Net Promoter Score project process has resulted percentage points (20 up by 400 % • Creation of in 100 % growth in % increase) marketing target number of customer • Sales increase of 10 % groups down from Benefits meetings on weekly one week to 3 hours basis • New process delivers 60 % of total revenue • Lower cost of sales • Average size of and over 90 % of gross identified sales • Improved customer margin new operating data quality through opportunities in the model funnel has grown by new operating model 10 % © Talent Vectia 4
  • 5. Continuous development to ensure alignment of projects and increased performance METHOD Individual development projects SalesDriver approach Performance Performance time time • Customer process and sales performance • Action oriented approach & delivered from strategy development initiatives are stand alone projects • One umbrella that combines all different front end with little alignment and information sharing development initiatives • Development initiatives are tactical, link to strategy • Fact based and continuously measured to ensure is weak platform for improvement • Facts for process improvement (excl. outputs) are • Continuous development with initiatives building on missing each-other improvement • Sequence of individual projects  Projects build up on each other  No clear development and performance increases trend in performance
  • 6. SalesDriver method covers key elements in successful and professional sales METHOD Strategy and objectives (growth, performance) 1. Segment 3. Account Management 6. Sales Force Management Automation & How we manage and develop Effectiveness What is the market relationships with current customers where I compete in? How to market and Who are my (target) sell on daily basis customers? 4. Sales Management How to ensure that we are making our targets, using appropriate sales approach and managing our resources effectively 2. Offering 7. Customer Service & Management Call Center What do we sell, How do we serve customers what is our value 5. Marketing Management with high proposition, quality and optimized how it is packaged costs and priced How to launch new offerings, penetrate new markets and how to acquire new customers
  • 7. SalesDriver™ method can be implemented on top of CRM platform using templates METHOD Strategy and objectives (growth, performance) 1. Segment 3. Account Management 6. Sales Force Management Automation & Yearly Effectiveness How Account we manage and develop Planning Customer the market What is relationships Plan current customers Business with Cycle Sales Person’s Win Plan Segmentation where I compete in? Desktop market and How to Who are my (target) sell on daily basis customers? Segment 4. Sales Management Sales Sales Segment Processes Business Management (solution, Reporting Desktop Plan How to ensure that we are making our targets, product) using appropriate sales approach and managing our resources effectively 2. Offering Marketing Forecast and 7. Customer Service & Management Opportunity Return on Call Center & Sales production Qualification Sales ROI Funnel planning Offering do we sell, What Value Customer How do we serveCustomer customers Service Satisfaction what is our value Structure Quantification 5. Marketing Management with high Requests Surveys proposition, quality and optimized how it is packaged Lead costs Salesand priced Marketing How to launch new offerings, Lead Generation Claims Collateral ROMI penetrate new markets and Process Management how to acquire new customers SalesDriver™ deployment on top of CRM platform
  • 8. Maximising impact of customer segmentation by combining method with practice METHOD Two-dimensional segmentation for increased Modular CRM tools to support implementation of efficiency in sales and customer management the sales and customer management • Value-based categories for optimal sales actions. • Supporting sales & sales management with optimised Differentiating sales approach and coverage model i.e. tools. Modern CRM tools to support sales in quickly efforts and time allocation based on value of the adopting the new sales approach. customer. • Ensuring that systems support new sales and • Need-based segments for developing offerings. customer mgmt practices Differentiating offering and value proposition for • Modularity enables fast implementation. Fast process segments. and deployment of supporting tools. Needs-based segments • Segmentation model on top of CRM • Customer specific data on top of CRM Segment 1 Segment 2 Segment 3 • Real time data on top of CRM A Value-based categories B C Target customers Maximising impact of customer oriented sales development
  • 9. Account management method and CRM tools METHOD Customer planning and relationship development Modular CRM tools to support implementation of ensures utilization of customer insight to drive the sales and customer management: business results • Relevant content makes CRM tool for customer • Proven method for account planning and management management • Capture customer understanding and plan actions • One method and tool for account planning ensures based on customer insight that account plans are found when needed. • Identify relevant sales opportunities through planning • Action planning using tasks and activities in CRM platform. Account Business Plan Account Management Plan 1. Executive summary 1 2. 1 1 Customer analysis 4 3 2 1 3. Business overview 4 §§ Q4 Q3 Q1 Q2 1 4. Sales opportunities 2 3 Account team 2 1 2 5. Account strategy & targets meetings 6. Action plan Critical customer meetings Maximising impact of customer oriented sales development
  • 10. Capturing the full value of the sales effectiveness and CRM development INSIGHT Project Management CRM solution management • Managing schedule • Managing the scope of CRM • Managing resources solution • Managing budget • Managing integrations to other • Mitigating risks systems Manage Manage • Managing local requirements • Balancing global and local CRM solution CRM project requirements Manage people change Manage Value management delivery of • Managing business case business • Managing delivery of business benefits benefits • Communications • Change management • Training This does not mean “more work”, but a shared view on what the project should deliver to be successful