Untitled presentation (1)
February 25, 2020

Tactical Best Practices for B2B Sales - Data Access-Sales Interactions

The typical situation we found many of our sales prospects in when they were considering our solution is: Sales reps don’t timely update their sales force automation platform Sales reps don’t have sufficient, timely and accurate information about their sales opportunities Sales Managers don’t have the data they needed to accurately forecast sales for the quarter or coach their direct reports on specific opportunities The end-of-quarter is a mad scramble and there is no visibility into the deals to focus on Forecast accuracy suffered ...

CRM, Sales Tools, AI for Sales, sales best practices

April 29, 2015

3 Ways to Prevent Zombies in the Middle of the Funnel

Flawed thinking has it that there’s nothing important or exciting about the “middle.”  Just ask Jan Brady or any nose tackle on a defensive line.  But the middle of your sales funnel is really important – opportunities have to be watched and decisions made based on status and progress.  Which ones will make it?  Which ones will fall out? What’s my next step?  The decisions we make on opportunities in the middle of the pipeline will prevent surprises later and will help us to put the right resources on the right deals at the right time.  If we don’t make the right decisions, or worse, neglect these deals, it usually results in fallout, or what I call “zombie” deals that linger around cluttering up the pipeline. These zombie deals steal time away from us on thought process, manager conversations and important resources.  If we do go about it the right way though, more closes, faster cycles and accurate forecasts happen. ...

Ideal Customer Profile, Sales, TopOPPS, CRM, Sales Executives, Blogs & guidebooks, Sales Funnel, Sales Pipelines

April 7, 2015

TopOPPS a Finalist In Two CODiE Categories

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CODiE, Press, Sales, TopOPPS, CRM

February 20, 2015

What is a Sales Process?

This may seem like a silly question - everyone knows what a sales process is, right? ...

Management, Sales, Sales Forecasts, CRM, Sales Executives, Blogs & guidebooks, Sales Process, Sales Tools

September 12, 2014

Your Sales Forecast Is In Trouble...But You Can Save It

The search for the perfect balance between what your sales people say and what the data in your CRM reflects reminds me of reading about Ponce de Leon’s 16th century search for the Fountain of Youth. Expeditions were provisioned and  ships set sail for the new world, but despite great effort and expense, the fountain remained elusive and ultimately undiscovered. ...

Happy Ears, Pipeline Optimization, Sales, sales executive, Sales Forecasts, Sales Rep, Sales Representatives, Webinars & events, CRM, Sales Executives, Blogs & guidebooks, Sales Pipelines, Sales Process, Sandbagging

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