coach sales to win faster - sales performance management

©2015 CallidusCloud – Proprietary & Confidential ©2015 CallidusCloud – Proprietary & Confidential

Coach Sales to Win Faster

Introducing the Sales Performance Manager (SPM) QuickStart Package


Introductions

Poornima Mohandas Product Marketing Manager, CallidusCloud [email protected]

Roy Bongers Senior Solutions Manager, CallidusCloud [email protected]

mailto:[email protected]



Safe Harbor

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the results of CallidusCloud could differ materially from the results expressed or implied by the forward-looking statements made. All statements other than statements of historical fact could be deemed forward-looking statements, including any projections of product or service availability; any statements concerning new, planned, or upgraded services or developments.


Agenda

Market challenges

Positioning

Use cases

Key features and benefits

Customers


The days of generic selling are over

How prepared is your sales force for the

complex B2B sale?


Do you know if your sales organization is ready

Many companies have: Poor visibility of how sales reps are performing No uniform performance metrics, KPIs or data Little idea of how to coach


Many sales people are not performing at the optimal level

74%

of executive buyers say:

“Don't call us…” after an initial meeting with sales


Sales coaching can deliver astounding results

The No.1 way to improve rep productivity is sales coaching Coaching can deliver

sales increases of up to19%


Field coaching can be your answer

Sales Performance Manager (SPM) makes coaching easy and effective

Simple – Designed for the business user

Quick – Fast to deploy, derive value rapidly

Seamless – Leverage the power of performance data

Visibility – Up-to-date performance data across the organization


This is how SPM coaching works

VP sales

Sales Director East

Sales Director West

Sales Manager

Sales rep Sales reps

Mentor-mentee

Field coaching report

List of objectives

Coach on the iPad

Enforce sales methodologies

Coach the coach

KPIs, dashboards, reporting, analytics

CRM, Learning Management Compensation Management

Billing system

CRM, Learning Management Annual performance review HR systems


Sales leaders and sales reps alike benefit from SPM

Sales leader • Increase sales productivity

• Track the organization’s

performance

• Adhere to sales methodologies

• Make coaching consistent,

repeatable, measurable

Sales manager Sales rep • New managers get coaching

guidance

• Do coaching sessions fast

and on the go

• Transform B players into

A players

• Know how they are performing

at any point in time

• Self-improvement

• Improve quota attainment,

make more money


The SPM QuickStart Package: A great place to start coaching

Start simple.

The Package provides:

Fixed cost, fixed time frame implementation

Training, consulting, vertical best practices

Configuration

©2015 CallidusCloud – Proprietary & Confidential

Key features and benefits


Coach anyone who is customer facing

Sales Sales Engineers Inside sales Call center Customer Support

Coach


Configure SPM to your needs

Configure to your needs

Leverage templates and suggestions

Coach adherence to sales

methodologies


Make field coaching quick and convenient

Cut out manual work

Do a coaching session in <15 minutes

Coach specific opportunities

Reps can take specific steps to

improve productivity


Build the best sales force

Identify the DNA of your A players

Move the middle

Spot the laggards in seconds

Pulse on performance

Average Performers

B’s Bottom Performers

C’s Top Performers

A’s


Leverage the data in your existing systems

Seamlessly connects to:

• Other CRM systems

• Annual performance review systems

• Order entry and billing systems

• Compensation management systems

• Business intelligence tools

SPM

Cloud or On-Premise applications

Opt

ion

1

Opt

ion

2

Opt

ion

3

Opt

ion

4

Integrated ETL tool

REST-based web

services

Secure file transfer

Data Hub Via admin section

Via Dropbox

Client FTP site

Scribe connectors

Out-of-the-box integration to SFDC, Microsoft Dynamics, Microsoft SQL Server, MySQL Server, and Oracle Database


CallidusCloud coaching is different

Rapid time to value

Online community

Global customers

Broad vision

Domain expertise


It seamlessly connects you to Lead to Money

Single vendor

Integrated solution

Breadth and depth of functionality

P

P

P


Demo


Choose CallidusCloud

We offer:

A robust coaching solution that is quick to deploy and delivers value fast

Improve quota attainment, transforming B players into A players

Adhere to sales methodologies and consistent selling processes

Complete up-to-date visibility into your organization’s performance

Deep domain expertise

Established, global cloud provider


Questions?


To find out more about coaching, write to us at [email protected] or call 866-812-5244 today! Thank you
