Untitled presentation (1)
December 13, 2019

Sales Superpowers Need In-Context for Sales Engagement

  SiriusDecisions outlines “One Solution for Sales Superpowers”.  [Spoiler alert] - it is sales engagement.   If it is “the one solution” to supercharge your revenue engine, why isn’t it widely used?   Why isn’t it the most popular application in the “sales world”?  We will get back to that, but first to make sure we are all on the same page… Sales Engagement Defined  Sales engagement is defined as interactions that take place between the buyer and seller.  Sales engagement includes four core functions:  calling/dialing, email, calendarizing and reporting. ...

Sales Operations, Sales Tools, Sales Pipeline Management, Strategic Partnerships

November 25, 2019

Strengthening the CFO-CRO Relationship Through the Sales Forecast

  The sales forecast is the linchpin of a company’s future.  If it is right and can be trusted the companies’ operations run smoother and its financial stability is more secure.  Typically this isn't easy.  The sales forecasting process is shared by the Chief Revenue Officer[CRO] and the Chief Financial Officer[CFO].  The challenge is both have different motivations on its accuracy and neither have a complete vision of its drivers or its accuracy.   When the forecasting process is trusted and transparent it relieves stress on both the CRO and the CFO.  This blog reviews how this can be accomplished.  ...

Sales Operations, Sales Tools, Sales Pipeline Management, Strategic Partnerships

October 23, 2019

Where 1 + 1 = 3 in the Sales Application Stack - Sales Enablement

  In my previous blog I outlined 21 different sales technology categories for the Sales Application Stack .  These categories were consolidated from various industry analysts research. That blog highlighted the difference between data integration and application embedding and highlighted the benefits of application embedding and selecting software vendors who have strategic partnerships with other software providers in the CRM application space.   The concepts of application embedding needs to be expanded with the concept of “application in context”.  “Applications in context” is applications working “in context” with applications to solve a series of problems in a consistent and cohesive manner without derailing the users thought process. ...

Sales Operations, Sales Tools, Sales Pipeline Management, Strategic Partnerships

September 20, 2019

The Emperor [CRM] is Naked

  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”. ...

Sales Operations, Sales Tools, Sales Pipeline Management, Strategic Partnerships

August 16, 2019

AI For Sales - Business Examples

  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. ...

Sales Operations, Sales Tools, Sales Pipeline Management, AI for Sales

December 31, 2015

Gluing Together the Sales Process

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 ...

Sales Representatives, Sales Executives, Blogs & guidebooks, Sales Operations, Sales Tools, TopOPPS Users

December 3, 2015

How To Validate Close Dates

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! ...

Sales Representatives, Sales Executives, Sales Operations, Sales Tools, TopOPPS Users

December 2, 2015

What Is Real Deal Status

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. ...

Sales Executives, Blogs & guidebooks, Sales Operations, TopOPPS Users

November 30, 2015

TopOPPS Forecast Methodologies

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.  ...

Sales Representatives, Sales Executives, Blogs & guidebooks, Sales Operations, Sales Tools, TopOPPS Users

October 2, 2015

Predictive Analytics For A Consistent Sales Process And Consistent Sales Growth

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. ...

Sales Representatives, Sales Executives, Blogs & guidebooks, Sales Operations, Sales Tools, TopOPPS Users

June 17, 2014

Driving Productivity Within Your Sales Force

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. ...

Sales Operations, Sales Tools

June 5, 2014

Recipe for an Accelerated Sales Pipeline (Part 3 of a 3 Part Series)

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. ...

Blogs & guidebooks, Sales Operations

May 5, 2014

Sales Ops: The Invisible Hero

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

Blogs & guidebooks, Sales Operations

April 16, 2014

Sales Process Best Practices Part: 2

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: ...

Blogs & guidebooks, Sales Operations

April 10, 2014

Sales Process Best Practices Part: 1

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. ...

Blogs & guidebooks, Sales Operations

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