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Professional RFP response
         preparation


L/O/G/O
Statement of purpose

• This course is intended for professional services
  professionals in charge of building RFP response.
• It could be attended by sales professionals, as it gives
  both camps (sales and professional services) an insight
  of what goes inside each other's divisions.
• The course duration is 2 days:
   – First day is dedicated to Quota B2B game, which is the world’s
     leading sales coaching that utilizes Gamification methods.

   – Second day addresses RFP analysis and professional RFP
     response techniques.
Day one
                                                             •   STAGE 5 - Product/Service Demonstration
•   Partnership Selling                                           –   · I.B.O.A.T.
     –   The Evolution of Selling                                 –   · Committee Interview
•   The Sales Cycle                                               –   · Presentation Preparation and Agenda
     –   Key Events of the Business Development Cycle
     –   Securing a Next Key Event
                                                             •   STAGE 6 - Presenting a Proposal
•   STAGE 1 - Prospecting                                         –   · Seven Basic Rules to Proposal Presentation
     –   ·   Building a daily prospecting plan
     –   ·   Introductory Script
                                                             •   STAGE 7 – Gaining Influencer Support
     –   ·   Getting Through ‘Screens’
                                                                  –   · · Securing a Commitment
     –   ·   Leaving Messages
                                                                  –   · 6 Core Closing skills
     –   ·   Handling Prospecting Obstacles
                                                                  –   · Appropriate Closes per Buying Style
•   STAGE 2 - Qualifying
     –   ·   Writing Email, Target Letters and Direct Mail
     –   ·   Multiple Business Development Cycles
                                                             •   STAGE 8 – Gaining Key Decision-Maker or
     –   ·   Qualifying (B.P.O.U.T.)
                                                                 Committee Commitment

•   STAGE 3 - The Initial Meeting                            •          Competitive Selling Practices

     –   ·   Meeting your client
     –   ·   Confidence Builders                             •   STAGE 9 – Purchasing Approves, P.O. Issued
     –   ·   6 Steps to a Professional Greeting                   –   · Handling Purchasing obstacles
     –   ·   Individual Motivators                                –   · Negotiating
     –   ·   Organization Motivators
•   STAGE 4 - Conducting a Needs Analysis
                                                             •   STAGE 10 – Product/Service Delivered, Payment
     –   ·   Needs Identification Selling
                                                                 Received
     –   ·   Conducting the Needs Analysis
                                                                  –   · Post-sales service
                                                                  –   · Written Communication
                                                                  –   · Thank your client!
Day two
• Business writing for professional services personnel.
• RFP’s; can’t live with them, can’t live without them
   –   Types and characteristics of RFP’s.
   –   Why do customers issue RFP’s.
   –   RFP’s to avoid, and signs of winning RFP’s.
   –   Forming the RFP response team and assignment of tasks.
   –   RFP analysis:
        • Go/no-Go decision, decline letter.
        • Reasons for changing the incumbent vendor.
        • Requirements vs hot buttons
   –   Building your unique selling points (USP).
   –   Addressing customer’s fears in your response.
   –   The 90/10 rule.
   –   RFP response structure.
   –   Producing the RFP response document
   –   RFP Post Mortem
Quota roadmap
What is a Sales Ecosystem



                            Sales Excellence
Sales Ecosystem Assessment

                              Sales Human
                                 Capital
                                 9
                                 8
             Offerings           7                Internal processes
                                 6
                                 5                                       Your company
                                 4
                                 3                        Supporting
                                 2                                       Initial
Sales Leadership                                        infrastructure
                                 1                          Admin
                                 0                                       Repeated

      Customers'                                        Supporting       Defined
       segment                                        infrastructure
    circumstances                                     Accounting HR      Managed
                                              Supporting
         Marketing & Prduct
                                            infrastructure               Optimized
           Management
                                             Accounting
Quota sales performance system
• Founded in Canada by Mr. Earl Robertson who is an experienced
  executive with impressive career with Xerox, P&G and other multi-
  billion dollar corporations. Quota sales performance system adopted
  gaming methodology in designing their courses which ensures full
  involvement and participation.
   – Quota® B2B
   – Quota® B2C
   – Quota® Retail
   – Quota® Coach
   – Quota® SSL (sales self-leadership)
   – Quota ® QIS strategic selling
   – Quota CRM

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Professional RFP response preparation

  • 1. Professional RFP response preparation L/O/G/O
  • 2. Statement of purpose • This course is intended for professional services professionals in charge of building RFP response. • It could be attended by sales professionals, as it gives both camps (sales and professional services) an insight of what goes inside each other's divisions. • The course duration is 2 days: – First day is dedicated to Quota B2B game, which is the world’s leading sales coaching that utilizes Gamification methods. – Second day addresses RFP analysis and professional RFP response techniques.
  • 3. Day one • STAGE 5 - Product/Service Demonstration • Partnership Selling – · I.B.O.A.T. – The Evolution of Selling – · Committee Interview • The Sales Cycle – · Presentation Preparation and Agenda – Key Events of the Business Development Cycle – Securing a Next Key Event • STAGE 6 - Presenting a Proposal • STAGE 1 - Prospecting – · Seven Basic Rules to Proposal Presentation – · Building a daily prospecting plan – · Introductory Script • STAGE 7 – Gaining Influencer Support – · Getting Through ‘Screens’ – · · Securing a Commitment – · Leaving Messages – · 6 Core Closing skills – · Handling Prospecting Obstacles – · Appropriate Closes per Buying Style • STAGE 2 - Qualifying – · Writing Email, Target Letters and Direct Mail – · Multiple Business Development Cycles • STAGE 8 – Gaining Key Decision-Maker or – · Qualifying (B.P.O.U.T.) Committee Commitment • STAGE 3 - The Initial Meeting • Competitive Selling Practices – · Meeting your client – · Confidence Builders • STAGE 9 – Purchasing Approves, P.O. Issued – · 6 Steps to a Professional Greeting – · Handling Purchasing obstacles – · Individual Motivators – · Negotiating – · Organization Motivators • STAGE 4 - Conducting a Needs Analysis • STAGE 10 – Product/Service Delivered, Payment – · Needs Identification Selling Received – · Conducting the Needs Analysis – · Post-sales service – · Written Communication – · Thank your client!
  • 4. Day two • Business writing for professional services personnel. • RFP’s; can’t live with them, can’t live without them – Types and characteristics of RFP’s. – Why do customers issue RFP’s. – RFP’s to avoid, and signs of winning RFP’s. – Forming the RFP response team and assignment of tasks. – RFP analysis: • Go/no-Go decision, decline letter. • Reasons for changing the incumbent vendor. • Requirements vs hot buttons – Building your unique selling points (USP). – Addressing customer’s fears in your response. – The 90/10 rule. – RFP response structure. – Producing the RFP response document – RFP Post Mortem
  • 6. What is a Sales Ecosystem Sales Excellence
  • 7. Sales Ecosystem Assessment Sales Human Capital 9 8 Offerings 7 Internal processes 6 5 Your company 4 3 Supporting 2 Initial Sales Leadership infrastructure 1 Admin 0 Repeated Customers' Supporting Defined segment infrastructure circumstances Accounting HR Managed Supporting Marketing & Prduct infrastructure Optimized Management Accounting
  • 8. Quota sales performance system • Founded in Canada by Mr. Earl Robertson who is an experienced executive with impressive career with Xerox, P&G and other multi- billion dollar corporations. Quota sales performance system adopted gaming methodology in designing their courses which ensures full involvement and participation. – Quota® B2B – Quota® B2C – Quota® Retail – Quota® Coach – Quota® SSL (sales self-leadership) – Quota ® QIS strategic selling – Quota CRM