sales putting the fun in funnel - entrepreneurship 101
TRANSCRIPT
@markeelliott #Ent101 @MaRSDD
Entrepreneurship 101: Sales Putting the Fun in Funnel
February 10, 2016
@markeelliott #Ent101 @MaRSDD
Where fun equals • Predictable revenue • Faster closes • Creating a platform for future
success
Putting the Fun in Funnel
@markeelliott #Ent101 @MaRSDD
• Understanding buying process
• Get a CRM • Use CRM everyday • Be held accountable by your
Funnel • Grow your team • Questions
Agenda
@markeelliott #Ent101 @MaRSDD
• Mark Elliott, Co-Founder • VA Partners provides Part-time
Sales and Marketing • Over 20 Years of Sales and
Marketing experience • Helped to drive millions of page
views, hundreds of meetings, and millions of dollars in revenue
Bio
@markeelliott #Ent101 @MaRSDD
• Understand how your target makes decisions
• Select sales and marketing tactics that get them the information that is needed at the right time
• Integrate those steps into your funnel
• How long does it take your customer to make a decision
Step 1: Understand buying Process
@markeelliott #Ent101 @MaRSDD
• Can’t measure what you can’t track
• Protect your data • Maximize the time you
invested getting the data • Funnel and Forecasting
Step 2: Get a CRM
@markeelliott #Ent101 @MaRSDD
• Open in the morning and close at the end of the day. • Leads • Accounts • Contacts • Completed tasks and events • Notes and documents • Future activities • Opportunities
Step 3: Use your CRM everyday
@markeelliott #Ent101 @MaRSDD
• All the opportunities • Funnel by stage based on
activities • What is the next step and by
when • Who is responsible • When does it close • Ask the customer questions on
how they make decisions • How are decisions made? • Who is involved? • What are the time frames? • Do they have budget • What other solutions are involved
Step 4: Be held accountable by your Funnel
@markeelliott #Ent101 @MaRSDD
• CRM and Funnel are central tools
• For your business • To develop your reps • Leadership must use it • Great funnel questions
• What did you commit to? • What has changed? • What do we need to do? • Which opportunity
closes next
Step 5: Grow your team
@markeelliott #Ent101 @MaRSDD
• Understanding buying process
• Get a CRM • Use CRM everyday • Be held accountable by
your Funnel • Grow your team • Questions
Recap