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1. Sales
Enablement
Plan
Your Company Name

2. Content
2
› Sales EnablementReadiness
Assessment
› Build the Business Case
› Create a Strategy Scorecard
Get Project Approval
› Conduct a Sales Support
Survey
› Sale & Marketing Alignment
› Specify Roles & Responsibilities
Prepare your Company
› ImplementCRM System
› ImplementMarketing
Automation System
Implement Solutions
› Identify Key Buyer Personas
› Map Assets & Messages to
Buying Process
Build a Sales Playbook
› Sales EnablementMetrics
Dashboard
Measure & Evolve

3. Get Project
Approval
3

4. Sales Enablement Readiness Assessment (1/2)
4
Sales Enablement Readiness Score
Senior Management Committee
0 20
14
Sales & Marketing Alignment
0 20
16
Digital Asset Management
0 20
15
Systems & Technology
0 20
9
Content Management Process
0 20
7
The scores mentioned here are
compiled from the next slide
which captures in detail the best
practices for each of the
segments specified in this table
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5. Sales Enablement Readiness Assessment (2/2)
5
Description Score Area of Concern
Senior Management Committee
Senior Management are Committed to Providing Resources
& Funds for Sales Enablement
4
Add Text Here 2
Digital Asset Management
Our Assets are Customized to Specific Industries, Buyers
Persona Etc.
5
Add Text Here 3
Sales & Marketing Alignment
Good Working Relationship Between Sales & Marketing Staff 3
Add Text Here 4
Systems & Technology
Availability of Systems on Mobile Devices & From any Laptop 5
Add Text Here 2
Content Management Process
Add Text Here 2
Add Text Here 5
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Mention the best
practices here & rate the
score

6. Create a Strategy Scorecard
6
Programs, Initiatives & Actions Key Performance Indicators & Metrics Timeframe to Achieve Goals
Objective 1: Improve Brand Consistency
Implement Sales Enablement System System Availability Date Implement System By Q3
Add Text Here Add Text Here Add Text Here
Objective 2: Onboard New People
Sales Skills Assessment Assessment Scores For New Hires Hire Reps With 80%+ of Score Compared to Top Reps
Add Text Here Add Text Here Add Text Here
Objective 3: Mention the Objective Here
Add Text Here Add Text Here Add Text Here
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7. Prepare your
Company
7

8. Build the Business Case
Project Purpose Project Scope
Provide a description of the project here Document the scope of the project here
Project Schedule Project Cost
Key Success Factors Justification Items Description Amount
Mention success factor here Why is this critical Add text here Add text here Add text here
Mention success factor here Why is this critical Add text here Add text here Add text here
Project Milestones Deadline Add text here Add text here Add text here
RFP delivered to vendors Feb 20, 2019
Conduct vendor evaluation April 5, 2019
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9. Conduct a Sales Support Survey
9
Strongly Agree Agree Someone What Agree Disagree
Customer Relationship Management
Is your current CRM system meeting your needs? 1 2 3 4
Do you ever forget key tasks that you need to do? 1 2 3 4
Do you manage lists/ forecasts in excel? 1 2 3 4
If so, what are you keeping track of? 1 2 3 4
It is difficult to quickly get prepared for A client call? 1 2 3 4
Marketing Collateral
Current marketing collateral is sufficient 1 2 3 4
We need new sales tools to facilitate wins 1 2 3 4
If so, what do you need? 1 2 3 4
Lead Management
Leads come to me semi- qualified? 1 2 3 4
We actively score new leads and prioritize them? 1 2 3 4
It is easy to pull up A full list of my sales leads? 1 2 3 4
Brand Awareness
It is common for prospect to recognize our company 1 2 3 4
My friends/peers know jobs at our business 1 2 3 4
Customers feel that we are A world class company.
What make you think that?
1 2 3 4
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10. Sale & Marketing Alignment
10
Alignment Criteria Sales Marketing Weight
Culture 5.5 2.0 20%
Lead Generation 8.5 3.4 30%
Systems &
Technology
9.2 7.8 30%
Organizational
Relationships
3.6 2.9 20%
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11. Specify Roles & Responsibilities
11
Mention Here the Key Responsibilities of the Sales Enablement Director:
Role
› Report to the VP Marketing
Responsibility
› Responsible for ensuring that the Sales & Marketing Departments have all
the tools, resources & systems to achieve their targets
› Direct & Manage Regional Sale operations to efficiently support the sales
&marketing departments
› Add your company specific text here
› Add your company specific text here

12. Implement
Solutions
12

13. Implement CRM System
13
Explore Plan DeployConfigure Train
Reports
Documents
Legacy Tools
Workflows
Business Rules
Text here
User Training
Integration
Customization
Numbering Series
Process Modifications
Text Here
Document configuration
Data migration
Numbering series
User screen mapping
Leads, activities
Text Here
admins
Key users
End users
Communicate change
Text here
Text Here
Close project
User support
System roll out
Sign off acceptance
Approve configuration
Text Here
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14. Implement Marketing Automation System
14
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Phase 1
Technical
Implementation
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Phase 3
Usage
Ramp Up
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Phase 4
On Going
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Phase 2
Functional On-
boarding
Training takes place based
on the platform’s
functionality purchased by
the client.
Users can now start
implementing programs
and initial campaigns
based on basic use cases.
System is on production
and there is A plan
(programs and campaign)
that is under execution
The platform is configured
and ready to start using.

15. Build a Sales
Playbook
15

16. › Job Title: Add Text Here
› Age: Add Text Here
› Education: Add Text Here
› Years Of Experience: Add Text Here
Background
› Needs: Inexpensive Resources
› Motivation: Customer Acquisition
› Objectives: Company Growth
Situation
› Habits: Add text here
› Language: Add text here
› Skills: Add text here
Additional
Identify Key Buyer Personas
16This slide is 100% editable. Adapt it to your needs and capture your audience's attention.

17. Map Assets & Messages to Buying Process
17
Buyer Stage Need Discovery Consideration Decision Review
Description
Identification Of Problem Or
Opportunity
Search For Solutions To
Problems and / Or Opportunities
Assessment Of Alternatives And
Gather Detailed Information About
Solutions
Goal Is To Purchase The
Product/Service That Satisfies
The Need
Did The Purchase Accomplish Its
Objective And Were Any Risks
Realized?
Action
Buyers Become Aware Of A
Problem Or Opportunity And
Agrees They Have The Same
Problem
Buyer Finds Our Solution And
Competitive Solutions
Buyer Evaluates Our Solution Vs,
Competitive Solutions & Enters
Into ‘Trials’
Buyer Must Make Decision To
Purchase A Solution
Buyers Reviews Product Or
Service And Becomes A Product/
Service Enthusiast, Critic Or They
Are Indifferent
Questions
Do I Need This? What Are My
Requirements?
What Differentiations You From
Your Competitors?
Is This Solution Easy To Use?
How Long Will It Take To
Implement?
How Can I Prove A Return On
Investment?
Is The Solution Providing Value?
Duration 1 Day 30 Days 30 Days 15 Days On - Going
Influencers Thought Leaders, Blogs
Thought Leaders, Review Sites,
Customers, Competitors
Customer Service, Marketing It, Marketing, Sales Customers, Internal Departments
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18. Measure &
Evolve
18

19. Sales Enablement Metrics Dashboard
19
# Total Asset Downloads Win Rate (%)
Average Deal Size ($) Sales (% Login Weekly)
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
50
100
175 190 200
260
280
312 320
278 290
343
0
100
200
300
400
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
10%
13% 14%
16%
18%
22%
19%
17%
25%
20%
24%
21%
0%
10%
20%
30%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
61%
65% 67%
60%
73%
77%
84% 85%
88%
85% 84%
82%
50%
60%
70%
80%
90%
100%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
$20
$40
$60
$80
$100
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

20. Sales Enablement Plan Framework
20
Training Course Roles Matrix Solutions Matrix Business Case Buyer Personas
Sales Enablement
Metrics Dashboard
Benchmark Report Maturity Model CRM Solution Study Strategy Scorecard
Buying Process
Stage Mapping
Best Practices Report
Sales & Marketing
Alignment Tool
Marketing Automation
Solution Study
Budget Template Sales Playbook Template
Sales Experience
Quality Report
Text Here CPQ Solution Study
Dir. Of Sales Enablement
Job Description
Unique Selling Proposition
Sales Enablement Workshop Text Here
Enablement Knowledge
Management Study
Positioning Statement
Text Here Text Here
Sales Communication
Solution Study
Competitive Analysis
Text Here
Sales Intelligence
Solution Study
Competitor Products
Sales Reference
Text Here Sales Training Plan
Text Here
Approve Prepare Implement Build Launch Measure
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21. Sales Enablement Plan Maturity Model
21
Undefined Progressive Mature World Class
› No CRM or Marketing Automation System
In Place
› CRM System in Place with Reasonable
Rep Adoption
› CRM, Marketing Automation and Sales
Enablement Systems are in Place
› All Systems are in Accessible on
› Mobile Devices
› Sales Collateral Distributed via Email
› Sales Collateral Distributed via
› Portal or Intranet
› Sales Collateral Distributed via Sales
Enablement Platform
› Sales Collateral has Rating and Included
in Playbook
› New Reps Hit Quota in 9 mos › New Reps Hit Quota in 6 mos › New Reps Hit Quota in 4 mos › New Reps Hit Quota in 3mos
› Sales Process & Buying Process
› are not Defined
› Sales Process Defined But not Mapped to
Buying Process
› Sales Process is Mapped to
› Buying Process
› Content is Mapped to Buying and Sales
Process by Persona
› Success Metrics are Unknown
› and not Tracked
› Success Metrics for Top Performing
› Reps are Known
› Success Metrics Tracked
› Success Metrics are Managed Closely to
Get Reps Performing
› Win Rate is Less Than 10% › Win Rate is Between 10-20% › Win Rate is 20% or Greater › Win Rate is 25% or Greater
Stage 4Stage 1 Stage 2 Stage 3
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22. Sales Enablement Plan Icons Slide
22

23. 23
Additional Slides

24. Our Goal
24
Goal 01
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Goal 02
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Goal 03
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25. Timeline
25
2019
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2017
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2016
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2018
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2015
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26. About Us
26
Target Audience
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capture your audience's attention.
Preferred by Many
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capture your audience's attention.
Value Client
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27. Bar Graph
27
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2017 2018 2019
Product 01 Product 02

28. Thank
You
28
Address
# street number, city, state
Contact Numbers
0123456789
Email Address
emailaddress123@gmail.com