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The Sales Process



Constanza Nieto
constanza@globaltechbridge.com
Websites That Sell



Constanza Nieto
constanza@globaltechbridge.com
General Rules

•   Clean – easy to read ( Big font) –not crowded
•   Not too much flush
•   Not important information into Flash
•   No scroll down
•   Live sell tool - News –Events- Demos
•   Search Engine Optimization SEO
Website Suggested Content

•   Home
•   About us
•   Products and services
•   Clients/ success stories
•   Partners ( Optional)
•   News and White papers ( optional)
•   Contact us
Home

•   Value proposition
•   Main products or services
•   News/ events ( optional – recommended)
•   Nice Picture
•   Logo and tag line
•   Corporate image
•   Language ( English/ Spanish - No flags)
•   Menu
About Us

•   History ( years in business )
•   TEAM
•   Awards
•   Certifications
•   Offices
•   Back home
Products and Services

•   Small description ( the problem it solves)
•   All the products in one page if possible
•   Hyperlinks for more details
•   Demos ( sign in: name - email – company name-
    phone number)
•   Buy ( optional) shopping cart
•   Contact us.. Chat..
•   Menu- back/ home
Clients/ Success Stories

•       Organized by industry
•       Small description ( Bank – Insurance co..)
•       Testimonials on the side “ use quotes”
•       Success stories
    •     The company ( small description- Bank 1 million clients)
    •     The problem ( one paragraph)
    •     The solution you deployed ( includes technology used)
    •     The benefits ( quantitative - % $ #/hour)
•       Back/ home
Partners (optional)

•   Logos / small description current partners
•   Organized by product / region
•   Partners program /Benefits or being partner
•   Become a partner ( Sign in- contact us )
•   Only for partners ( sign in)
     training documents
     brochures / manuals
•   Back/ home
News, Blogs and White
Papers (optional)
•   Small description .. Read more and hyperlink
•   Organized by date
•   White papers download ( sign in)
•   Needs to be updated often
•   Twitter and social networks to announce them
•   Very well written
•   Very attractive title- home
•   Back /home
Contact Us

•   Names / titles / emails and telephones
•   Offices - addresses and telephones
•   Review messages
•   Live Chats
•   Back /home
The Sales Process



Constanza Nieto
constanza@globaltechbridge.com
Marketing vs Sales

 Marketing       Sales
 (Planning)   (Execution)

 Business Development
Sales is a Process
              Demand         Sales           Sales
Awareness                                             Delivery
             Generation   Engagement        Closure




     Sales Pipeline



                           Sales Forecast
The Funnel


                Awareness




             Lead generation




                  Sales
1. Awareness

•   Trade Shows
•   Industry Magazines
•   Public Relations (PR)
•   Blogs
•   Clients’ Industry associations – speaker
•   Technology industry associations
•   Social networks
•   Network, Network, Network
1. Trade Shows
•  Where your clients go (Financial-Health Care..)
  • Booth
  • Something to attract
  • At least two people
  • Brochure
  • One page overview
  • Web site and Demo
• Your industry – for competitive analysis
  • Only to the exhibition zone
1. Blogs

•   Add value to your readers
•   Announce a plan
•   Engage the reader (feedback)
•   Periodically – Every Tuesday
•   Twitter to remind
1.Public Relations - PR

Newsletters/ twitter/social networks
•   New product
•   New Partner
•   New client
You need
•   Success Stories
•   Press release to the media
1.Social Networks

Linkedin- Facebook- Twitter…
•   Be part of client’s groups
•   Update your profile
•   Answer questions
1. Networking Events
•     Where your clients go
•     Where opinion leaders go
•     Where your potential partners go

Get as much contacts as possible

You   will need
•     Elevator pitch- Ask a lot of questions first
•     Business cards
•     Follow up – Help others if possible
2. Lead
Generation
2. Lead Generation
The Funnel

             Awareness




         Lead generation




                Sale
                s
2. Lead generation

•   Follow up contacts- Data base
•   Search Engine Optimization- SEO
•   Web site demos
•   Web site white papers
•   Cold calling
•   Email campaigns
2. Follow up the contacts

•   Write in the business card back
•   Create a data base with all the contacts
•   Follow up on the next week
•   Send them some news about your company/
    industry
2. Search Engine Optimization-
SEO
•   Optimize your web site
•   Use Analytics after each campaign
•   See who is visiting you
2. Web Site Demos & White
Papers
•   Americanized English
•   Easy to download
•   On line help
•   User manuals on line –very simple
•   Register the person
•   Follow up
2. Cold Calling
•    Get a data base- target market
•    Hire a mail manager
•    Hire a native English speaker- USA
•    Script: Value proposition – call to action
•    Leave voice messages
•    Follow up

    Goal : Get an appointment for the sales agent
2. Email campaigns

•    Get the data base
•    Write a news letter
    • New product/benefits
    • Business case
•    Follow up with phone calls
2.6 Email Campaigns
Things to prepare
• Value proposition
• Introductory letter
• Web site
3. Engaging and Closing
The Funnel

                Awareness




             Lead generation




                  Sales
3. Selling to a client
Things to prepare
• Google your contact
• Review their power point presentation
• Power point presentation
• Business cases
• Brochure/ Technical fact sheet
• Demo
• Pricing
• Contracts
Who is going to sell

•   The CEO- VP first sales
•   CEO +Sales rep
•   Sales rep
•   CEO-VP + channel
•   Channel




                              34
3. Selling to a Channel
You need
  • Value Proposition
  • Introductory letter
  • Web site
  • Power point presentation
  • Brochure/Technical Fact sheet
  • Pricing/ commission scheme
  • Demo
  • Contracts
Power point for Partners

Power point for clients +
•   Market opportunity
•   Competitive chart /advantage
•   Financials for them
•   Marketing plan – Promotion scheme
•   Lead generation plan
4. Delivery

•   Be accurate in establishing delivery expectations
•   Tell them what you are going to do. Do it, and tell
    them what you did
•   Deliver 100% on Expectations
•   Successful delivery = Repeat Business!!


•   Customer support in place
•   Partners support in place
5. Budgeting
Expenses
• Awareness
• Lead generation: campaigns - events
• Sales engagement- travel people
• Sales closure ( lawyers)
• Delivery
• Customer and partners support
5. Revenue Forecast

Month by month
• 1000 contacted- data base
• 100 interested- prospects
• 10 proposal- leads
• 2 clients

• Timeline 3- 6 months to close the first
  client                            39
Review Plans



           at least every quarter
    better every month
every week ( the best)
Thanks !


          Questions?



        Constanza Nieto
Constanza@globaltechbridge.com

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Globaltech - The Sales Process

  • 1. The Sales Process Constanza Nieto constanza@globaltechbridge.com
  • 2. Websites That Sell Constanza Nieto constanza@globaltechbridge.com
  • 3. General Rules • Clean – easy to read ( Big font) –not crowded • Not too much flush • Not important information into Flash • No scroll down • Live sell tool - News –Events- Demos • Search Engine Optimization SEO
  • 4. Website Suggested Content • Home • About us • Products and services • Clients/ success stories • Partners ( Optional) • News and White papers ( optional) • Contact us
  • 5. Home • Value proposition • Main products or services • News/ events ( optional – recommended) • Nice Picture • Logo and tag line • Corporate image • Language ( English/ Spanish - No flags) • Menu
  • 6. About Us • History ( years in business ) • TEAM • Awards • Certifications • Offices • Back home
  • 7. Products and Services • Small description ( the problem it solves) • All the products in one page if possible • Hyperlinks for more details • Demos ( sign in: name - email – company name- phone number) • Buy ( optional) shopping cart • Contact us.. Chat.. • Menu- back/ home
  • 8. Clients/ Success Stories • Organized by industry • Small description ( Bank – Insurance co..) • Testimonials on the side “ use quotes” • Success stories • The company ( small description- Bank 1 million clients) • The problem ( one paragraph) • The solution you deployed ( includes technology used) • The benefits ( quantitative - % $ #/hour) • Back/ home
  • 9. Partners (optional) • Logos / small description current partners • Organized by product / region • Partners program /Benefits or being partner • Become a partner ( Sign in- contact us ) • Only for partners ( sign in) training documents brochures / manuals • Back/ home
  • 10. News, Blogs and White Papers (optional) • Small description .. Read more and hyperlink • Organized by date • White papers download ( sign in) • Needs to be updated often • Twitter and social networks to announce them • Very well written • Very attractive title- home • Back /home
  • 11. Contact Us • Names / titles / emails and telephones • Offices - addresses and telephones • Review messages • Live Chats • Back /home
  • 12. The Sales Process Constanza Nieto constanza@globaltechbridge.com
  • 13. Marketing vs Sales Marketing Sales (Planning) (Execution) Business Development
  • 14. Sales is a Process Demand Sales Sales Awareness Delivery Generation Engagement Closure Sales Pipeline Sales Forecast
  • 15. The Funnel Awareness Lead generation Sales
  • 16. 1. Awareness • Trade Shows • Industry Magazines • Public Relations (PR) • Blogs • Clients’ Industry associations – speaker • Technology industry associations • Social networks • Network, Network, Network
  • 17. 1. Trade Shows • Where your clients go (Financial-Health Care..) • Booth • Something to attract • At least two people • Brochure • One page overview • Web site and Demo • Your industry – for competitive analysis • Only to the exhibition zone
  • 18. 1. Blogs • Add value to your readers • Announce a plan • Engage the reader (feedback) • Periodically – Every Tuesday • Twitter to remind
  • 19. 1.Public Relations - PR Newsletters/ twitter/social networks • New product • New Partner • New client You need • Success Stories • Press release to the media
  • 20. 1.Social Networks Linkedin- Facebook- Twitter… • Be part of client’s groups • Update your profile • Answer questions
  • 21. 1. Networking Events • Where your clients go • Where opinion leaders go • Where your potential partners go Get as much contacts as possible You will need • Elevator pitch- Ask a lot of questions first • Business cards • Follow up – Help others if possible
  • 23. The Funnel Awareness Lead generation Sale s
  • 24. 2. Lead generation • Follow up contacts- Data base • Search Engine Optimization- SEO • Web site demos • Web site white papers • Cold calling • Email campaigns
  • 25. 2. Follow up the contacts • Write in the business card back • Create a data base with all the contacts • Follow up on the next week • Send them some news about your company/ industry
  • 26. 2. Search Engine Optimization- SEO • Optimize your web site • Use Analytics after each campaign • See who is visiting you
  • 27. 2. Web Site Demos & White Papers • Americanized English • Easy to download • On line help • User manuals on line –very simple • Register the person • Follow up
  • 28. 2. Cold Calling • Get a data base- target market • Hire a mail manager • Hire a native English speaker- USA • Script: Value proposition – call to action • Leave voice messages • Follow up Goal : Get an appointment for the sales agent
  • 29. 2. Email campaigns • Get the data base • Write a news letter • New product/benefits • Business case • Follow up with phone calls
  • 30. 2.6 Email Campaigns Things to prepare • Value proposition • Introductory letter • Web site
  • 31. 3. Engaging and Closing
  • 32. The Funnel Awareness Lead generation Sales
  • 33. 3. Selling to a client Things to prepare • Google your contact • Review their power point presentation • Power point presentation • Business cases • Brochure/ Technical fact sheet • Demo • Pricing • Contracts
  • 34. Who is going to sell • The CEO- VP first sales • CEO +Sales rep • Sales rep • CEO-VP + channel • Channel 34
  • 35. 3. Selling to a Channel You need • Value Proposition • Introductory letter • Web site • Power point presentation • Brochure/Technical Fact sheet • Pricing/ commission scheme • Demo • Contracts
  • 36. Power point for Partners Power point for clients + • Market opportunity • Competitive chart /advantage • Financials for them • Marketing plan – Promotion scheme • Lead generation plan
  • 37. 4. Delivery • Be accurate in establishing delivery expectations • Tell them what you are going to do. Do it, and tell them what you did • Deliver 100% on Expectations • Successful delivery = Repeat Business!! • Customer support in place • Partners support in place
  • 38. 5. Budgeting Expenses • Awareness • Lead generation: campaigns - events • Sales engagement- travel people • Sales closure ( lawyers) • Delivery • Customer and partners support
  • 39. 5. Revenue Forecast Month by month • 1000 contacted- data base • 100 interested- prospects • 10 proposal- leads • 2 clients • Timeline 3- 6 months to close the first client 39
  • 40. Review Plans at least every quarter better every month every week ( the best)
  • 41. Thanks ! Questions? Constanza Nieto Constanza@globaltechbridge.com