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Strategies for Creating a Dynamic Sales Team February 11, 2010 Presented by  Jane Whitmore  Manager U.S. Education Channel James Potantus   Vice President
Selling to Business & Industry Previous model vs. what’s needed now Best practices in selecting sales professionals Best practices in managing the team Our Objectives
Work is different. Jobs have changed. Has your selection  system kept up?
Yesterday’s RealityToday’s Reality Respond to incoming requests Department existence supported by college Sufficient incoming new business Specific needs Personal relationships Proactive sales efforts Department self-sustaining Clients deferring to future Broader issues CRM system (communication)
Best Practices in Selection
Components of Good Selection Process Prior industry experience (sales, B&I)  Based on Competencies (OD, training background) Gathers Behavioral Examples (collaboration, partnerships)  Examine Motivational Fit (competitive, hunter vs. farmer, compensation, work/life balance) Provides a Good Experience (life long learners, inquisitive)
Think HolisticallyThe Complete Success Profile What people know What people can do Technical and/or professional information needed to successfully perform job activities A cluster of behaviors performed on a job What people have done Who people are Educational and work achievements needed to successfully perform job activities  Personal dispositions and motivations that relate to job satisfaction, job success, or failure
Apply model to Sales Role What people know What people can do ,[object Object]
General understanding of contracting process
Customer Focus
Persuasive Communication
Managing WorkWhat people have done Who people are ,[object Object]
Developing sales plans
Enjoys customer interaction
Continuous Learning
Work Standards,[object Object]
Some Consultative Sales Competencies Managing the Sales Job Supporting Sales Implementations Customer Networking Building Mutually Rewarding Relationships Sales Opportunity Analysis (pipeline) Sales Call Facilitation Persuasive Communication (authentic, genuine) Devising Methodology, Approaches and Solutions
Achievement Salary/commission match Independence Recognition Active Learning  Sales Disposition (volume of work) Job Fit	 Professional Demeanor (image and tone)  Motivational Facets
Business Engagement ModelCustomer-Centric Process 2 Brand Strategy Positioning & Architecture 1 Understand the Market Internal & External  3 Build Relationships Marketing, Communications, Sales
The Key to Customer-Centric ModelsManaging Perceptions

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NCCET Webinar - Strategies for Creating a Dynamic Sales Team

  • 1. Strategies for Creating a Dynamic Sales Team February 11, 2010 Presented by Jane Whitmore Manager U.S. Education Channel James Potantus  Vice President
  • 2. Selling to Business & Industry Previous model vs. what’s needed now Best practices in selecting sales professionals Best practices in managing the team Our Objectives
  • 3. Work is different. Jobs have changed. Has your selection system kept up?
  • 4. Yesterday’s RealityToday’s Reality Respond to incoming requests Department existence supported by college Sufficient incoming new business Specific needs Personal relationships Proactive sales efforts Department self-sustaining Clients deferring to future Broader issues CRM system (communication)
  • 5. Best Practices in Selection
  • 6. Components of Good Selection Process Prior industry experience (sales, B&I) Based on Competencies (OD, training background) Gathers Behavioral Examples (collaboration, partnerships) Examine Motivational Fit (competitive, hunter vs. farmer, compensation, work/life balance) Provides a Good Experience (life long learners, inquisitive)
  • 7. Think HolisticallyThe Complete Success Profile What people know What people can do Technical and/or professional information needed to successfully perform job activities A cluster of behaviors performed on a job What people have done Who people are Educational and work achievements needed to successfully perform job activities Personal dispositions and motivations that relate to job satisfaction, job success, or failure
  • 8.
  • 9. General understanding of contracting process
  • 12.
  • 16.
  • 17. Some Consultative Sales Competencies Managing the Sales Job Supporting Sales Implementations Customer Networking Building Mutually Rewarding Relationships Sales Opportunity Analysis (pipeline) Sales Call Facilitation Persuasive Communication (authentic, genuine) Devising Methodology, Approaches and Solutions
  • 18. Achievement Salary/commission match Independence Recognition Active Learning Sales Disposition (volume of work) Job Fit Professional Demeanor (image and tone) Motivational Facets
  • 19. Business Engagement ModelCustomer-Centric Process 2 Brand Strategy Positioning & Architecture 1 Understand the Market Internal & External 3 Build Relationships Marketing, Communications, Sales
  • 20. The Key to Customer-Centric ModelsManaging Perceptions
  • 21. Delivering on the PromiseOrganizationally Speaking Organized by Business Function
  • 22.
  • 23. Setting Revenue Targets Set a revenue goal. Don’t be scared. Don’t settle for X if you don’t want to. It’s a goal; it should be realistic but a stretch! Take a look at your revenue streams and figure out what percentage of your total revenues comes from which source. Now, use those percentages to figure out how much you’d need to make from each of them in order to reach your overall revenue goal. Once you have annual revenue goals for your various income streams, break that down further to monthly/quarterly revenue goals. Now that you have revenue goals for each of your revenue streams, figure out what you need to do deliver in order to reach that goal. Figure out how to make that happen, where to find those customers or additional clients!
  • 24. Making a Positive Impression Be prepared (do your homework) Set a positive tone Pay attention to the individuals wants and needs Manage the interaction Make your demeanor engaging Share personal success stories Testimonials (visual and writing) ROI stories
  • 25. Antiquated sales methodologies Tactics before strategy Transactional vs. Consultative Branding (logos, business cards, etc.) Lack of strategic positioning Collaboration/Partnerships Extension of Your Sales Team Span of work – End results for the clients (Kirkpatrick’s level) ROI Evaluation Time!
  • 26. Thank you for attending! Jane Whitmore, Manager US Channel Education Development Dimensions Int’l (DDI) (412) 220-7984 jane.whitmore@ddiworld.com James Potantus, Vice President Corporate College A division of Cuyahoga Community College (216) 987-2932 (office) james.potantus@tri-c.edu

Notas del editor

  1. Jane
  2. jane
  3. Jim
  4. Jane
  5. Service oriented background, those that pride themselves on world class customer service. Happy people!
  6. Don’t let the business manage you! Your time is precious, where are you spending it and how are you either guiding your team or being a leader on the team?
  7. Jim