One of the things I like to track are stories I heard in kindergarten that persist through life.  The Emperor’s New Clothes is one of them.  I can’t tell you how many times I’ve been in meetings, listening to what is being discussed and ideas explored and wanted to yell out, “THE EMPEROR IS NAKED”. ...

                The last seven blogs provide a business-case approach to infusing AI through the entire sales process.  One of the purposes of this blog series was to demystify AI by using AI for Sales as an  example.  Media tends to portray AI as a magic bullet.  Actual implementations show the less “black box” an AI solution is and the more “glass box” approach, the more utility it provides to the user.  The utility is created by uncovering the key drivers of an outcome and managing those drivers to increase results. ...

Today, there’s a tool for everything. Technology is helping us find deals faster, and expediting necessary steps of the sales process so they close quicker. Most of them integrate into your CRM where you can access the information. Even still, you may need to be a Salesforce guru in order to piece it all together and there is no way everyone feels 100% confident that all the technology ties together seamlessly. Sales Stack Glue ...

Internally, you are familiar with the Expected Close Date (sometimes simply referred to as Close Date) that sales reps keep updated. Sometimes a sales team can have difficulty keeping these dates accurate; perhaps simply because of the volume of deals occurring, or because predicting the future is hard! ...

Working with sales leaders who struggle with understanding the true state of the deals in their pipeline is an every day occurrence for my team and I.  Many rely on information from their sales reps through phone calls, emails and meetings to gage how individual deals are progressing along combined with hours of digging through CRM data. ...

TopOPPS' forecasting methodology has a singular, core belief: People are different, and there is no one-size fits all.  We can stop flying blind through the quarter if our forecasts worked for each rep.  ...

A modern approach to consistency in the sales process. A sure-fire method to extend the sales cycle, add confusion to the forecast, and lose more deals is to have an inconsistent sales process. ...

The evolution of Customer Relationship Management (CRM) systems has had a major impact on sales forces across the world.  It’s given companies a place to store knowledge, which in turn gives them the opportunity to deepen customer understanding, grow revenue and improve internal communications.  These are the benefits of CRM. ...

Overview In the previous two blogs of this three part series, we talked about the importance of aligning the objectives and roles of sales management, sales representatives and sales operations in order to meet the aggressive sales targets set by the Board of Directors and CEO.  The third and final part of this blog series talks about sales operations’ role and the solution they need to implement for ensuring an efficient and effective sales process. ...

Congratulations! Your sales quotas were hit and sales are higher than projected! ...

Stage Naming  Convention This is often the part of a sales process that seems simple but often confuses people.  For example is the stage called “Qualified” or “Qualifying”? Qualified – Means something has already happened. Qualifying - Means you are still going through the process. Following the above concept take a look at the two different sales process naming conventions: ...

Defining a Sales Process “It’s time for your pipeline meeting 1:1 with your manager!” Guess what? Sales managers and sales people hate this equally. It is truly the fingernails on a chalkboard to both parties. It is still a manual, deal by deal discussion between management and sales teams to get a real number. Managers think sales reps are too conservative and sales people think managers over extend them. We are constantly surrounded by this new technology that often does make the sales job easier yet the one thing almost everyone still struggles with is forecasting. ...