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©2015 CallidusCloud – Proprietary & Confidential ©2015 CallidusCloud – Proprietary & Confidential How to unclog your sales pipeline! July 15, 2015

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Page 1: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

How to unclog your sales pipeline!July 15, 2015

Page 2: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

Today’s speakers

Craig NelsonVice President of 

Enablement & CoachingCallidusCloud

Scott SantucciDirector, The Alexander 

Group

Gerhard GschwandtnerCEO, Selling Power Magazine

Page 3: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

Where we’ve been…

Page 4: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

Where we are heading…

Know WHAT Know HOW

Details and Description Insight and Illumination

Page 5: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

Working memory drives modern selling "The Magical Number Seven, Plus or

Minus Two: Some Limits on Our Capacity for Processing Information” News &

Social Media

Effectiveness Tools

Sales Ops & Training

Services & Support

Marketing

Product Management

Direct SalesPartners Prospects

Customers

Authors & SMEs

Authors & SMEs

Authors & SMEs

Authors & SMEs

Page 6: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

Information overload coping strategies

Customers self configure their solution

Current State

2014 Growth:$20.3M

Commodity

Low win rates, steep discounts

Not Scalable

Only about 20% of sales teams can do

this

Show Up &Throw Up

HeroicEffort

28 account sample$15.6M

All other channels $4.4M

A sales team collaborates with customers to configure their solution

Page 7: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

Let’s talk about reality

Growth Scenarios: Objective 10%Growth Scenarios: Objective 10%

Baseline• 20 Territories• $76,923 rev / transaction ($25M/325 contracts)• 24 – number of opportunities a rep can handle• 4.5 months – length of sales cycle • 4 months – sales ramp up• 25% close rate

$25 Million

Hire more sales people

Improve deal size

Shorten sales cycle

Improve close rate

$26,256,410 $27,076,923 $27,350,427 $27,076,923

($435,603) $129,462 $205,769 $129,462

Page 8: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

All sales conversations are complexContent Skills

Tools

(What to talk about) (Uncover and connect the dots)

(Communicate the message over time to a

specific audience)

Coordinating all of this leverages “working memory”

News & Social Media

Effectiveness Tools

Sales Ops & Training

Services & Support

Marketing

Product Management

Direct SalesPartners Prospects

Customers

Authors & SMEs

Authors & SMEs

Authors & SMEs

Authors & SMEs

Page 9: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

Focus on driving measureable objectives

Sales Objectives

Gain the appropriate level of access

Have successful meetings

Create a shared vision of success

Develop a business case

Page 10: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

Sales Objective Convert Value Increase

Gain appropriate level of access 25%> 30% $1093.75 $1312.50

Have successful meetings 35%>40% $4375 $5000

Create a shared vision of success 50%>55% $12,500 $13,750

Develop a business case 50%>55% $25,000 $27,500

Pipeline physics• 20 Territories• $76,923 rev / transaction ($25M/325 contracts)• 24 – number of opportunities a rep can handle• 4.5 months – length of sales cycle • 4 months – sales ramp up• 25% close rate

$1,81565.9%$1,81565.9%

Page 11: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

Content assessment methodology

Perception of what sales needs

What sales is experiencing

Content Strategy Framework

Communication Process

Assets Structure Delivery Consumption

What is produced, for whom, and

why?

How is it organized, for what

purpose?

How is information presented and distributed to

whom?

How is information used and shared?

Feedback

Engagement

How is the information

decoded and used by customers?

Page 12: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

Publishing & Curating Workflow

Role Based: Tags Allow Content to

Find Seller

Single Source of Truth: Serve &

Generate Content

Seller/Partner: Guide, Deliver &

Track

Buyer: Consume & Collaborate

Content Infrastructure Delivery Adoption Engagement

Where to start

Page 13: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

How some companies are doing this today

Page 14: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

How to execute

Step 1

VisionDefine the problem, identify content, and gain executive

sponsorship.

Step 2

RequirementsOutline content goals, structure

of content, delivery method, and adoption measurement.

Step 3

StrategyBuild a framework for how content will be organized.

Step 4

DeliveryDetermine the best delivery

solution and pilot the delivery model.

Step 5

OperationsContinually revaluate and

report to executive sponsors and stakeholders.

Page 15: How to unclog your sales pipeline! · Sales Ops & Training Services & Support Marketing Product Management. Direct Sales Partners Prospects Customers. Authors & SMEs Authors & SMEs

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

Thank you!

Craig NelsonVice President of 

Enablement & CoachingCallidusCloud

Scott SantucciDirector, The Alexander 

Group

Gerhard GschwandtnerCEO, Selling Power Magazine