SlideShare a Scribd company logo
1 of 11
Harmonizing Sales and Project
Management
Wolfgang Wendl PMP, CSM

©2013 International Institute for Learning, Inc., All rights reserved.
Sales – the Situation
… the most measured people in an organization.
To achieve their objectives, salespeople focus on being positive about
every aspect of their life …
PMs – the Situation
… the most transparent people.
To achieve their objectives, PMs take a view
of all risks and issues about every aspect of
their life …
… that’s why there is
… but there is also

?
How Sales Can Add value to PM
1.

Educate Project Managers

2.

Facilitate direct contact between PM and customer

3.

Provide accurate information in customer communication

4.

Give PM a heads up on your real needs (early enough)
How PM Can Add Value to Sales
1.

Clearly define what other Team Members can and can’t tell about the project

2.

Supply sales with useful information
Listen actively
Interact with Sales regularly and fast
Be honest and creative

3.
4.

5.
7.

Use Sales to communicate with the customer
Don’t offer services for free

8.

Plan in time to support Sales

6.
What about the organization?
1.

Include Sales Cycle in the Delivery Cycle

2.

Incentify Sales for well defined hand-over to PMs

3.

Incentify PMs to sell solutions via Sales

4.

Manage the structural conflict actively

5.

Having a vision and strategy that is clear and understood
Questions?
Intelligence – Integrity – Innovation
We invite you to take a closer look at what we can accomplish together.
Please visit iil.com or contact learning@iil.com to learn more about our
training, consulting, coaching, customized courses and other pathways
for professional development.

Connect with Us:
facebook.com/IIL.Inc
@IILGlobal
bit.ly/IILlinkedin
©2013 International Institute for Learning, Inc., All rights reserved.

bit.ly/IILgoogle
youtube.com/IILGlobal
allpm.com

More Related Content

Viewers also liked

Customer Relationship Management (Crm) By Ravinder Tulsiani
Customer Relationship Management (Crm) By Ravinder TulsianiCustomer Relationship Management (Crm) By Ravinder Tulsiani
Customer Relationship Management (Crm) By Ravinder TulsianiRavinder Tulsiani
 
Sales Operations Insights v1.0
Sales Operations Insights v1.0Sales Operations Insights v1.0
Sales Operations Insights v1.0Fast Track Tools
 
The Next Generation Sales Operations Team
The Next Generation Sales Operations TeamThe Next Generation Sales Operations Team
The Next Generation Sales Operations TeamMichael Gerard
 
Lecture 2 process charts work study
Lecture 2 process charts work studyLecture 2 process charts work study
Lecture 2 process charts work studyrahulmeshram14
 
10 step sales process
10 step sales process10 step sales process
10 step sales processeconnexx
 
Ten Things To Get You Through The Tough Times In Sales
Ten Things To Get You Through The Tough Times In SalesTen Things To Get You Through The Tough Times In Sales
Ten Things To Get You Through The Tough Times In SalesAbhishek Shah
 
The 150 Most Powerful Marketing & Sales Tools
The 150 Most Powerful Marketing & Sales ToolsThe 150 Most Powerful Marketing & Sales Tools
The 150 Most Powerful Marketing & Sales ToolsBrian Downard
 
The Top Skills That Can Get You Hired in 2017
The Top Skills That Can Get You Hired in 2017The Top Skills That Can Get You Hired in 2017
The Top Skills That Can Get You Hired in 2017LinkedIn
 
How to think like a startup
How to think like a startupHow to think like a startup
How to think like a startupLoic Le Meur
 

Viewers also liked (9)

Customer Relationship Management (Crm) By Ravinder Tulsiani
Customer Relationship Management (Crm) By Ravinder TulsianiCustomer Relationship Management (Crm) By Ravinder Tulsiani
Customer Relationship Management (Crm) By Ravinder Tulsiani
 
Sales Operations Insights v1.0
Sales Operations Insights v1.0Sales Operations Insights v1.0
Sales Operations Insights v1.0
 
The Next Generation Sales Operations Team
The Next Generation Sales Operations TeamThe Next Generation Sales Operations Team
The Next Generation Sales Operations Team
 
Lecture 2 process charts work study
Lecture 2 process charts work studyLecture 2 process charts work study
Lecture 2 process charts work study
 
10 step sales process
10 step sales process10 step sales process
10 step sales process
 
Ten Things To Get You Through The Tough Times In Sales
Ten Things To Get You Through The Tough Times In SalesTen Things To Get You Through The Tough Times In Sales
Ten Things To Get You Through The Tough Times In Sales
 
The 150 Most Powerful Marketing & Sales Tools
The 150 Most Powerful Marketing & Sales ToolsThe 150 Most Powerful Marketing & Sales Tools
The 150 Most Powerful Marketing & Sales Tools
 
The Top Skills That Can Get You Hired in 2017
The Top Skills That Can Get You Hired in 2017The Top Skills That Can Get You Hired in 2017
The Top Skills That Can Get You Hired in 2017
 
How to think like a startup
How to think like a startupHow to think like a startup
How to think like a startup
 

More from International Institute for Learning

Developing an Agile Schedule in Microsoft Project - It is Possible!
Developing an Agile Schedule in Microsoft Project - It is Possible!Developing an Agile Schedule in Microsoft Project - It is Possible!
Developing an Agile Schedule in Microsoft Project - It is Possible!International Institute for Learning
 
Developing an Agile Schedule in Microsoft Project - It is Possible!
Developing an Agile Schedule in Microsoft Project - It is Possible!Developing an Agile Schedule in Microsoft Project - It is Possible!
Developing an Agile Schedule in Microsoft Project - It is Possible!International Institute for Learning
 
The Pharmaceutical Project Roller Coaster: How to Improve the Ride
The Pharmaceutical Project Roller Coaster: How to Improve the RideThe Pharmaceutical Project Roller Coaster: How to Improve the Ride
The Pharmaceutical Project Roller Coaster: How to Improve the RideInternational Institute for Learning
 
Improving Business Writing: How to Write Communications That Are Retrieved, R...
Improving Business Writing: How to Write Communications That Are Retrieved, R...Improving Business Writing: How to Write Communications That Are Retrieved, R...
Improving Business Writing: How to Write Communications That Are Retrieved, R...International Institute for Learning
 
Risks - Threats and Opportunities: How Not to Bury Your Head in the Sand
Risks - Threats and Opportunities: How Not to Bury Your Head in the Sand Risks - Threats and Opportunities: How Not to Bury Your Head in the Sand
Risks - Threats and Opportunities: How Not to Bury Your Head in the Sand International Institute for Learning
 
The Scorpion and the Frog - Sink or Swim: Stakeholder Management to Keep You ...
The Scorpion and the Frog - Sink or Swim: Stakeholder Management to Keep You ...The Scorpion and the Frog - Sink or Swim: Stakeholder Management to Keep You ...
The Scorpion and the Frog - Sink or Swim: Stakeholder Management to Keep You ...International Institute for Learning
 

More from International Institute for Learning (20)

Developing an Agile Schedule in Microsoft Project - It is Possible!
Developing an Agile Schedule in Microsoft Project - It is Possible!Developing an Agile Schedule in Microsoft Project - It is Possible!
Developing an Agile Schedule in Microsoft Project - It is Possible!
 
Developing an Agile Schedule in Microsoft Project - It is Possible!
Developing an Agile Schedule in Microsoft Project - It is Possible!Developing an Agile Schedule in Microsoft Project - It is Possible!
Developing an Agile Schedule in Microsoft Project - It is Possible!
 
Expand Your Communication Skills within Microsoft Project 2013
Expand Your Communication Skills within Microsoft Project 2013Expand Your Communication Skills within Microsoft Project 2013
Expand Your Communication Skills within Microsoft Project 2013
 
PMI Professional in Business Analyisis (PMI-PBA) Certification
PMI Professional in Business Analyisis (PMI-PBA) Certification PMI Professional in Business Analyisis (PMI-PBA) Certification
PMI Professional in Business Analyisis (PMI-PBA) Certification
 
2015 - New PMI Continuing Certification Requirements (CCR)
2015 - New PMI Continuing Certification Requirements (CCR) 2015 - New PMI Continuing Certification Requirements (CCR)
2015 - New PMI Continuing Certification Requirements (CCR)
 
Leverage the Power of Coaching within Your Projects and Business
Leverage the Power of Coaching within Your Projects and Business Leverage the Power of Coaching within Your Projects and Business
Leverage the Power of Coaching within Your Projects and Business
 
Data Security Breach: The Sony & Staples Story
Data Security Breach: The Sony & Staples StoryData Security Breach: The Sony & Staples Story
Data Security Breach: The Sony & Staples Story
 
Applying Lean Six Sigma in Healthcare
Applying Lean Six Sigma in HealthcareApplying Lean Six Sigma in Healthcare
Applying Lean Six Sigma in Healthcare
 
Global Business Etiquette
Global Business Etiquette Global Business Etiquette
Global Business Etiquette
 
The Pharmaceutical Project Roller Coaster: How to Improve the Ride
The Pharmaceutical Project Roller Coaster: How to Improve the RideThe Pharmaceutical Project Roller Coaster: How to Improve the Ride
The Pharmaceutical Project Roller Coaster: How to Improve the Ride
 
Project Management in the Cloud: Dynamic Communication
Project Management in the Cloud: Dynamic Communication Project Management in the Cloud: Dynamic Communication
Project Management in the Cloud: Dynamic Communication
 
Improving Business Writing: How to Write Communications That Are Retrieved, R...
Improving Business Writing: How to Write Communications That Are Retrieved, R...Improving Business Writing: How to Write Communications That Are Retrieved, R...
Improving Business Writing: How to Write Communications That Are Retrieved, R...
 
Risks - Threats and Opportunities: How Not to Bury Your Head in the Sand
Risks - Threats and Opportunities: How Not to Bury Your Head in the Sand Risks - Threats and Opportunities: How Not to Bury Your Head in the Sand
Risks - Threats and Opportunities: How Not to Bury Your Head in the Sand
 
The Scorpion and the Frog - Sink or Swim: Stakeholder Management to Keep You ...
The Scorpion and the Frog - Sink or Swim: Stakeholder Management to Keep You ...The Scorpion and the Frog - Sink or Swim: Stakeholder Management to Keep You ...
The Scorpion and the Frog - Sink or Swim: Stakeholder Management to Keep You ...
 
Emerging Trends in PMO Governance
Emerging Trends in PMO Governance Emerging Trends in PMO Governance
Emerging Trends in PMO Governance
 
Critical Success Factors for Optimal Use of Project Server
Critical Success Factors for Optimal Use of Project Server Critical Success Factors for Optimal Use of Project Server
Critical Success Factors for Optimal Use of Project Server
 
Improving Project Management Skills with Lean Six Sigma
Improving Project Management Skills with Lean Six Sigma Improving Project Management Skills with Lean Six Sigma
Improving Project Management Skills with Lean Six Sigma
 
Webinar: Metrics Management - Be Careful What You Wish For!
Webinar: Metrics Management - Be Careful What You Wish For!Webinar: Metrics Management - Be Careful What You Wish For!
Webinar: Metrics Management - Be Careful What You Wish For!
 
Grateful Leadership
Grateful Leadership Grateful Leadership
Grateful Leadership
 
CAPM® EDGE
CAPM® EDGECAPM® EDGE
CAPM® EDGE
 

Recently uploaded

Special Purpose Vehicle (Purpose, Formation & examples)
Special Purpose Vehicle (Purpose, Formation & examples)Special Purpose Vehicle (Purpose, Formation & examples)
Special Purpose Vehicle (Purpose, Formation & examples)linciy03
 
Engagement Rings vs Promise Rings | Detailed Guide
Engagement Rings vs Promise Rings | Detailed GuideEngagement Rings vs Promise Rings | Detailed Guide
Engagement Rings vs Promise Rings | Detailed GuideCharleston Alexander
 
Salesforce Loyalty Management A Comprehensive.pdf
Salesforce Loyalty Management A Comprehensive.pdfSalesforce Loyalty Management A Comprehensive.pdf
Salesforce Loyalty Management A Comprehensive.pdfqrsolutionsindia
 
zidauu _business communication.pptx /pdf
zidauu _business  communication.pptx /pdfzidauu _business  communication.pptx /pdf
zidauu _business communication.pptx /pdfzukhrafshabbir
 
Unlock Your TikTok Potential: Free TikTok Likes with InstBlast
Unlock Your TikTok Potential: Free TikTok Likes with InstBlastUnlock Your TikTok Potential: Free TikTok Likes with InstBlast
Unlock Your TikTok Potential: Free TikTok Likes with InstBlastInstBlast Marketing
 
HAL Financial Performance Analysis and Future Prospects
HAL Financial Performance Analysis and Future ProspectsHAL Financial Performance Analysis and Future Prospects
HAL Financial Performance Analysis and Future ProspectsRajesh Gupta
 
How to refresh to be fit for the future world
How to refresh to be fit for the future worldHow to refresh to be fit for the future world
How to refresh to be fit for the future worldChris Skinner
 
Shoe Deodorizer Manufacturing Plant Project Report.pptx
Shoe Deodorizer Manufacturing Plant Project Report.pptxShoe Deodorizer Manufacturing Plant Project Report.pptx
Shoe Deodorizer Manufacturing Plant Project Report.pptxSmith Anderson
 
PitchBook’s Guide to VC Funding for Startups
PitchBook’s Guide to VC Funding for StartupsPitchBook’s Guide to VC Funding for Startups
PitchBook’s Guide to VC Funding for StartupsAlejandro Cremades
 
12 Conversion Rate Optimization Strategies for Ecommerce Websites.pdf
12 Conversion Rate Optimization Strategies for Ecommerce Websites.pdf12 Conversion Rate Optimization Strategies for Ecommerce Websites.pdf
12 Conversion Rate Optimization Strategies for Ecommerce Websites.pdfSOFTTECHHUB
 
Inside the Black Box of Venture Capital (VC)
Inside the Black Box of Venture Capital (VC)Inside the Black Box of Venture Capital (VC)
Inside the Black Box of Venture Capital (VC)Alejandro Cremades
 
Raising Seed Capital by Steve Schlafman at RRE Ventures
Raising Seed Capital by Steve Schlafman at RRE VenturesRaising Seed Capital by Steve Schlafman at RRE Ventures
Raising Seed Capital by Steve Schlafman at RRE VenturesAlejandro Cremades
 
Constitution of Company Article of Association
Constitution of Company Article of AssociationConstitution of Company Article of Association
Constitution of Company Article of Associationseri bangash
 
How to Maintain Healthy Life style.pptx
How to Maintain  Healthy Life style.pptxHow to Maintain  Healthy Life style.pptx
How to Maintain Healthy Life style.pptxrdishurana
 
Revolutionizing Industries: The Power of Carbon Components
Revolutionizing Industries: The Power of Carbon ComponentsRevolutionizing Industries: The Power of Carbon Components
Revolutionizing Industries: The Power of Carbon ComponentsConnova AG
 
Falcon Invoice Discounting Setup for Small Businesses
Falcon Invoice Discounting Setup for Small BusinessesFalcon Invoice Discounting Setup for Small Businesses
Falcon Invoice Discounting Setup for Small BusinessesFalcon investment
 
Using Generative AI for Content Marketing
Using Generative AI for Content MarketingUsing Generative AI for Content Marketing
Using Generative AI for Content MarketingChuck Aikens
 
Event Report - IBM Think 2024 - It is all about AI and hybrid
Event Report - IBM Think 2024 - It is all about AI and hybridEvent Report - IBM Think 2024 - It is all about AI and hybrid
Event Report - IBM Think 2024 - It is all about AI and hybridHolger Mueller
 
TriStar Gold Corporate Presentation May 2024
TriStar Gold Corporate Presentation May 2024TriStar Gold Corporate Presentation May 2024
TriStar Gold Corporate Presentation May 2024Adnet Communications
 
Future of Trade 2024 - Decoupled and Reconfigured - Snapshot Report
Future of Trade 2024 - Decoupled and Reconfigured - Snapshot ReportFuture of Trade 2024 - Decoupled and Reconfigured - Snapshot Report
Future of Trade 2024 - Decoupled and Reconfigured - Snapshot ReportDubai Multi Commodity Centre
 

Recently uploaded (20)

Special Purpose Vehicle (Purpose, Formation & examples)
Special Purpose Vehicle (Purpose, Formation & examples)Special Purpose Vehicle (Purpose, Formation & examples)
Special Purpose Vehicle (Purpose, Formation & examples)
 
Engagement Rings vs Promise Rings | Detailed Guide
Engagement Rings vs Promise Rings | Detailed GuideEngagement Rings vs Promise Rings | Detailed Guide
Engagement Rings vs Promise Rings | Detailed Guide
 
Salesforce Loyalty Management A Comprehensive.pdf
Salesforce Loyalty Management A Comprehensive.pdfSalesforce Loyalty Management A Comprehensive.pdf
Salesforce Loyalty Management A Comprehensive.pdf
 
zidauu _business communication.pptx /pdf
zidauu _business  communication.pptx /pdfzidauu _business  communication.pptx /pdf
zidauu _business communication.pptx /pdf
 
Unlock Your TikTok Potential: Free TikTok Likes with InstBlast
Unlock Your TikTok Potential: Free TikTok Likes with InstBlastUnlock Your TikTok Potential: Free TikTok Likes with InstBlast
Unlock Your TikTok Potential: Free TikTok Likes with InstBlast
 
HAL Financial Performance Analysis and Future Prospects
HAL Financial Performance Analysis and Future ProspectsHAL Financial Performance Analysis and Future Prospects
HAL Financial Performance Analysis and Future Prospects
 
How to refresh to be fit for the future world
How to refresh to be fit for the future worldHow to refresh to be fit for the future world
How to refresh to be fit for the future world
 
Shoe Deodorizer Manufacturing Plant Project Report.pptx
Shoe Deodorizer Manufacturing Plant Project Report.pptxShoe Deodorizer Manufacturing Plant Project Report.pptx
Shoe Deodorizer Manufacturing Plant Project Report.pptx
 
PitchBook’s Guide to VC Funding for Startups
PitchBook’s Guide to VC Funding for StartupsPitchBook’s Guide to VC Funding for Startups
PitchBook’s Guide to VC Funding for Startups
 
12 Conversion Rate Optimization Strategies for Ecommerce Websites.pdf
12 Conversion Rate Optimization Strategies for Ecommerce Websites.pdf12 Conversion Rate Optimization Strategies for Ecommerce Websites.pdf
12 Conversion Rate Optimization Strategies for Ecommerce Websites.pdf
 
Inside the Black Box of Venture Capital (VC)
Inside the Black Box of Venture Capital (VC)Inside the Black Box of Venture Capital (VC)
Inside the Black Box of Venture Capital (VC)
 
Raising Seed Capital by Steve Schlafman at RRE Ventures
Raising Seed Capital by Steve Schlafman at RRE VenturesRaising Seed Capital by Steve Schlafman at RRE Ventures
Raising Seed Capital by Steve Schlafman at RRE Ventures
 
Constitution of Company Article of Association
Constitution of Company Article of AssociationConstitution of Company Article of Association
Constitution of Company Article of Association
 
How to Maintain Healthy Life style.pptx
How to Maintain  Healthy Life style.pptxHow to Maintain  Healthy Life style.pptx
How to Maintain Healthy Life style.pptx
 
Revolutionizing Industries: The Power of Carbon Components
Revolutionizing Industries: The Power of Carbon ComponentsRevolutionizing Industries: The Power of Carbon Components
Revolutionizing Industries: The Power of Carbon Components
 
Falcon Invoice Discounting Setup for Small Businesses
Falcon Invoice Discounting Setup for Small BusinessesFalcon Invoice Discounting Setup for Small Businesses
Falcon Invoice Discounting Setup for Small Businesses
 
Using Generative AI for Content Marketing
Using Generative AI for Content MarketingUsing Generative AI for Content Marketing
Using Generative AI for Content Marketing
 
Event Report - IBM Think 2024 - It is all about AI and hybrid
Event Report - IBM Think 2024 - It is all about AI and hybridEvent Report - IBM Think 2024 - It is all about AI and hybrid
Event Report - IBM Think 2024 - It is all about AI and hybrid
 
TriStar Gold Corporate Presentation May 2024
TriStar Gold Corporate Presentation May 2024TriStar Gold Corporate Presentation May 2024
TriStar Gold Corporate Presentation May 2024
 
Future of Trade 2024 - Decoupled and Reconfigured - Snapshot Report
Future of Trade 2024 - Decoupled and Reconfigured - Snapshot ReportFuture of Trade 2024 - Decoupled and Reconfigured - Snapshot Report
Future of Trade 2024 - Decoupled and Reconfigured - Snapshot Report
 

Harmonizing Sales and PM

  • 1. Harmonizing Sales and Project Management Wolfgang Wendl PMP, CSM ©2013 International Institute for Learning, Inc., All rights reserved.
  • 2.
  • 3. Sales – the Situation … the most measured people in an organization. To achieve their objectives, salespeople focus on being positive about every aspect of their life …
  • 4. PMs – the Situation … the most transparent people. To achieve their objectives, PMs take a view of all risks and issues about every aspect of their life …
  • 5. … that’s why there is
  • 6. … but there is also ?
  • 7. How Sales Can Add value to PM 1. Educate Project Managers 2. Facilitate direct contact between PM and customer 3. Provide accurate information in customer communication 4. Give PM a heads up on your real needs (early enough)
  • 8. How PM Can Add Value to Sales 1. Clearly define what other Team Members can and can’t tell about the project 2. Supply sales with useful information Listen actively Interact with Sales regularly and fast Be honest and creative 3. 4. 5. 7. Use Sales to communicate with the customer Don’t offer services for free 8. Plan in time to support Sales 6.
  • 9. What about the organization? 1. Include Sales Cycle in the Delivery Cycle 2. Incentify Sales for well defined hand-over to PMs 3. Incentify PMs to sell solutions via Sales 4. Manage the structural conflict actively 5. Having a vision and strategy that is clear and understood
  • 11. Intelligence – Integrity – Innovation We invite you to take a closer look at what we can accomplish together. Please visit iil.com or contact learning@iil.com to learn more about our training, consulting, coaching, customized courses and other pathways for professional development. Connect with Us: facebook.com/IIL.Inc @IILGlobal bit.ly/IILlinkedin ©2013 International Institute for Learning, Inc., All rights reserved. bit.ly/IILgoogle youtube.com/IILGlobal allpm.com

Editor's Notes

  1. precise number for their revenue target precise numbers for the required product mix exceed the numbers, they make good money Otherwise, they are pounded with a hammer
  2. Predefined date of deliveryNot knowing exactly where and what to deliver