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Russell Cummings
Strategic Business Development
September 2014
Marketing is a very strategic process
Have covered elements in previous
webinars
Strategy allows you to develop a
Promotional Plan
Should link Marketing, Promotions &
Sales
Networking
Broadcast1-on-1
There are many ways to do this:
CRM
Spreadsheets
Whiteboard
Key elements: Stages in your Sales Process
Deal Info, Probability %, Est $, Prob $
Track the Prob $ against Income Matrix
Simple Sales Pipeline is on the website
Pipeline Stage Criteria Probability Guidelines
Project Won Successful Project 100%
Proposal Written Proposal
Submitted
30% to 80%
Scoping Actively discussing an
opportunity
5% to 20%
Ideas still a concept No active discussion
with clients
2% to 5%
See resources for a short video and example pipeline
spreadsheet.
Make sure you have a clear
Marketing Strategy
Break it down to an Income Matrix
Create a Promotional Plan
Develop a Sales Pipeline
Russell Cummings
Business Consultant
M: +61 414 929 585
W: www.sbdbusiness.com.au
E: russell@sbdbusiness.com.au
Thank You

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Driving Marketing & Sales Activities in your Business Workbook

  • 1. Russell Cummings Strategic Business Development September 2014
  • 2. Marketing is a very strategic process Have covered elements in previous webinars Strategy allows you to develop a Promotional Plan Should link Marketing, Promotions & Sales
  • 3.
  • 4.
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  • 8. There are many ways to do this: CRM Spreadsheets Whiteboard Key elements: Stages in your Sales Process Deal Info, Probability %, Est $, Prob $ Track the Prob $ against Income Matrix Simple Sales Pipeline is on the website
  • 9. Pipeline Stage Criteria Probability Guidelines Project Won Successful Project 100% Proposal Written Proposal Submitted 30% to 80% Scoping Actively discussing an opportunity 5% to 20% Ideas still a concept No active discussion with clients 2% to 5% See resources for a short video and example pipeline spreadsheet.
  • 10. Make sure you have a clear Marketing Strategy Break it down to an Income Matrix Create a Promotional Plan Develop a Sales Pipeline
  • 11. Russell Cummings Business Consultant M: +61 414 929 585 W: www.sbdbusiness.com.au E: russell@sbdbusiness.com.au Thank You