the art (and science) of sales playbooks

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“THE ART (and SCIENCE) OF THE SALES PLAYBOOK” RALPH BARSI Sr Dir, Sales Development A chievers @rbarsi DIONNE MISCHLER Director of Sales Sage @dionnemischler

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This presentation unveils the growing popularity of Sales Playbooks in today's B2B organizations. Where Sales Playbooks are not yet in place, the presentation provides a helpful guide to get you started. Prepared for the AA-ISP Inside Sales Conference, November 12, 2013, Dallas TX. Presenters: Dionne Mischler & Ralph Barsi

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Page 1: The Art (and Science) of Sales Playbooks

“THE ART (and SCIENCE) OF THE

SALES PLAYBOOK”

RALPH BARSISr Dir, Sales DevelopmentAchievers@rbarsi

DIONNE MISCHLERDirector of Sales

Sage@dionnemischler

Page 2: The Art (and Science) of Sales Playbooks

If we build it, they will sell!

Yeah, but HOW do we

build it?

BIRDS OF A FEATHER

Let’s see what OTHERS are

doing!Hey, WE built one…

Page 3: The Art (and Science) of Sales Playbooks

WE ASKED THE PEOPLE

Page 4: The Art (and Science) of Sales Playbooks

STEPS & RESULTS

• Created research study with Instant.ly

• Reached ~1K professionals & ~100 responded

• Promoted the study via AA-ISP, LinkedIn, Twitter, Email

• 100% B2B, mix of tech (hardware & software) and services

• 70% currently use a playbook 30% don’t use a playbook 100% want to use a playbook

WE RESEARCHED THE MARKETPLACE

Page 5: The Art (and Science) of Sales Playbooks

LENGTH OF SALES CYCLE

~80% less than 6 months(Transactional)

Page 6: The Art (and Science) of Sales Playbooks

TITLE / ROLE

60% represented Sales

Page 7: The Art (and Science) of Sales Playbooks

PLAYBOOK OWNERS

Sales / Inside Sales / Sales Ops, and Marketing

Page 8: The Art (and Science) of Sales Playbooks

METHODOLOGIES USED

Others include consultative, social selling, etc.

Page 9: The Art (and Science) of Sales Playbooks

KNOW WHERE TO FIND HELP?

Half DID / Half DIDN’T

Page 10: The Art (and Science) of Sales Playbooks

“Things to think about as you build YOUR Sales Playbook”

Page 11: The Art (and Science) of Sales Playbooks

START WITH WHY YOU NEED A PLAYBOOK

1. To generate pipeline and drive revenue

2. To gather disparate, decentralized info into one place

3. To standardize messaging

4. To ramp new hires

5. To reinforce struggling reps and remind experienced reps

8. To prevent things from falling through the cracks

6. To increase productivity of reps

7. To drive a corporate initiative

9. To influence behavior

Page 12: The Art (and Science) of Sales Playbooks

IDENTIFY WHAT YOU NEED IN A PLAYBOOK

Page 13: The Art (and Science) of Sales Playbooks

DECIDE HOW YOU’LL DISTRIBUTE THE PLAYBOOK

“Old school” (hardcopy, spiral-bound book)

“eBook” (easy to update and forward)

“Mobile” (now you’re cookin’ with gas)

Page 14: The Art (and Science) of Sales Playbooks

MAP THE PLAYBOOK TO YOUR CRM

Page 15: The Art (and Science) of Sales Playbooks

WHO CAN HELP YOU BUILD A PLAYBOOK

12 Elements of a Great Sales Playbookhttp://bit.ly/17EkAuW

How to Create a Killer Sales Playbookhttp://slidesha.re/16vOkcC

The What & Why of Sales Playbookshttp://bit.ly/1faNPal

Sales Playbooks for your Companyhttp://bit.ly/1faNPal

Building your Sales Playbookhttp://bit.ly/19nNaRw

Creating Pipeline through Use of a Sales Playbookhttp://slidesha.re/UinJuP

Page 16: The Art (and Science) of Sales Playbooks

TIME TO CELEBRATEWhen a SALES PLAYBOOK is in use, EVERYONE WINS!

Page 17: The Art (and Science) of Sales Playbooks

“THANK YOU”

Dionne [email protected]

@dionnemischler

in/dionnemischler

Ralph [email protected]

@rbarsiin/ralphbarsi