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The Sales Process

Is yours optimized?
What if you could:
• Gain more positive control of your selling effort
• Sell more efficiently….total time, time to close
• Reduce your overall cost of closing
• Focus your total resources for selling on getting results
• Improve your success ratio
• Have more confidence in your sales forecasts
• Be better and more efficiently informed about your key
  programs
• Have meaningful feedback and real time control of your selling
  effort
• Be in a strong position to drive real improvement rather than
  simply working harder
There is a way forward to a
more productive Selling Effort:


 The Opportunity for dramatic
 improvement lies in a single
 powerful realization:
Selling is simply a
Process :
A PROCESS like any other in
your business
Selling is a process!

  Many of the tools, attitudes, programs
  and methods used to manage the
  factory can be adapted to administer
  the selling process.
Create a New Way of Thinking:
• Believe it! Selling is a process like any other
• Your sales process can be mapped and
  documented as a series of steps/operations.
• Then steps can be optimized
• Like any other process, selling can be
  measured and controlled for results
• Any sales process can be continuously
  improved and the results tracked through
  measurement
Sales Success-
Getting a Good Start:
    “You can design the best sales process ever but if
    it is aimed the wrong way all you will do is a
    perfect job of executing failure.” T. Brown

     Successful sales plans flow from well developed
    and fully supported strategic planning which
    incorporates accurate, detailed market data and
    realistic business self assessment:

    “You need facts, best thinking, tough minded
    realism and vision linked to measurable action.”
                                       T. Brown
Successful Selling Starts with well
executed Strategic Planning:

Understand/Define what you want

Define your market and your place in it

Remember that Realism and Accuracy determine quality

Always get the Outside View- avoid your bias

Then plan well-
Facts, thought, realism, and vision linked to measurable
actions for all responsible players.
Strategic Planning:
                                                  Where will we be active?
One Action Oriented Model                         -Which Products
                                                  -Which Geographic Areas
                                                  -Which Core Technologies
                                                  -Which Value Creation Stages
                                                  -Which Markets




                                                     Arenas

   What will be our speed and                                                        How will we get there?
                                                                                     -Internal development
   sequence of moves?
                                                    Economic Vehicles                -Joint Ventures
   -Speed of expansion/growth           Staging
                                                     Logic                           -Licensing
   -Sequence of initiatives
                                                                                     -Acquisitions


                                                  Differentiation




                                                     How will we win?
                                                     -Image
                                                     -Customization
                                                     -Price                      D.C. Hambrick and J.W. Fredrickson,
                                                     -Styling (Design)           quot;Are You Sure You Have a Strategy?“
How will we obtain our returns?                      -Reliability
                                                                                  Academy of Management Executive, November 2001.

-Lowest costs due to scale advantage
-lowest costs through scope and replication advantages
-Premium prices due to unmatchable service
-Premium prices due to proprietary product features
Sales Planning-
Reduce your Global Strategic View to
Specific Assigned Actions by sorting
downwards:                  Start with the big Picture
                                 Market Map


                              Strategic Overlay    Run it through your Play Book

                               Target Market          Look at your total “slice”

                              Target Accounts            Decide what you can handle

                          High Priority Accounts                Identify the best pieces

                      Detailed Account Action Plans               Define action
                 (Sales, Operations ,Development, Management)
New /Target Customer Selection-
Pick the right targets and get results by
starting from your strategic plan:
                      Strategic Fit?


                       Product Fit


                      Competition


                   Resources Required


                     Profit Potential


                      Overall Risk
Sales Planning and Performance
Toolkit
Some Tools and Techniques:
• Overall Sales Process Improvement
• Maximizing Customer Exposure
• Focusing Resources for Results
• Controlling for Results
• Managing the Customer Base
Sales is a process-
Improve it!

 • Map your existing sales process
 • Discover your best practices-what works?
 • Eliminate non value added activity
 • Optimize your process for results
 • Identify and institute meaningful controls
 • Create measurements to provide control
   feedback
 • Continue and Repeat!
Time on Target Planning-
Maximize your customer exposure:

 • Pick the right sales targets
 • Avoid selling distractions…do what wins
 • Understand and then optimize your
   selling time usage
 • Narrowly focus available time on
   objectives
 • Eliminate non value added activities
Manage what you decide to do-
Lower your noise level and improve
results:
 • Recognize that resources are limited
 • Realize that absent setting priority all
   customer demands have equal weight
 • Seize the power of saying “no” and use it as
   leverage to gain customer commitment
 • Demand that everyone think like a business
   person.
 • Keep you focus on the overall goal
Sales Project Management:
“Sales is a process like any other”


 • Structure your overall sales project approach- tollgate
     system?
 •   Assign a Leader/Process Owner for each project
 •   Establish inescapable clear ownership for results.
 •   Accept that Sales Success is a shared outcome
 •   Identify the individual tasks- assign and schedule-
     interlock objectives
 •   Regularly Measure Project Progress against goals
 •   Correct, Adjust and Act!
Manage your existing Customer Base-
Analyze and Classify your Customers:
      – Strategic Fit
      – Size
      – Future Potential
      – Total Resource Required per Profit $
      – Overall Profitability


Only the future has value…..being in love
with history will hold you back.
Manage your Customer Base-
Act!:
 • Act on what you learn…now!
 • Manage account time according to overall
     potential
 •   Eliminate effort on non productive
     accounts…..stop and drop.
 •   Adjust non profitable accounts
 •   Stop other effort where it doesn’t advance
     the sale
 •   Adjust your sales method to the situation
There are hundreds of
other ways forward to Sales
Improvement if you remember:

Selling is simply a Process :
A PROCESS like any other in your business- -
   Understand, Measure, Control, Improve
                   and
                Succeed $$.
The Sales Process
Is yours optimized?
About the Author:

Tim Brown is the Managing Partner of Brevis Consulting; a firm that helps
mid-sized companies improve their results. In his thirty years of senior level
management experience he has led organizations in North America, Asia and
Europe as General Manager, Senior VP of Marketing and Sales, National
Marketing Manager, Business Unit Manager and Product Manager in several
successful global mid-sized businesses. He can be reached by calling +1 (508)
758-2441 or sending e-mail to tbrown@brevisconsult.com .

                    © 2006 BREVIS Consulting                www.brevisconsult.com

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Optimize Your Sales Process With Strategic Planning & Process Improvement

  • 1. The Sales Process Is yours optimized?
  • 2. What if you could: • Gain more positive control of your selling effort • Sell more efficiently….total time, time to close • Reduce your overall cost of closing • Focus your total resources for selling on getting results • Improve your success ratio • Have more confidence in your sales forecasts • Be better and more efficiently informed about your key programs • Have meaningful feedback and real time control of your selling effort • Be in a strong position to drive real improvement rather than simply working harder
  • 3. There is a way forward to a more productive Selling Effort: The Opportunity for dramatic improvement lies in a single powerful realization:
  • 4. Selling is simply a Process : A PROCESS like any other in your business
  • 5. Selling is a process! Many of the tools, attitudes, programs and methods used to manage the factory can be adapted to administer the selling process.
  • 6. Create a New Way of Thinking: • Believe it! Selling is a process like any other • Your sales process can be mapped and documented as a series of steps/operations. • Then steps can be optimized • Like any other process, selling can be measured and controlled for results • Any sales process can be continuously improved and the results tracked through measurement
  • 7. Sales Success- Getting a Good Start: “You can design the best sales process ever but if it is aimed the wrong way all you will do is a perfect job of executing failure.” T. Brown Successful sales plans flow from well developed and fully supported strategic planning which incorporates accurate, detailed market data and realistic business self assessment: “You need facts, best thinking, tough minded realism and vision linked to measurable action.” T. Brown
  • 8. Successful Selling Starts with well executed Strategic Planning: Understand/Define what you want Define your market and your place in it Remember that Realism and Accuracy determine quality Always get the Outside View- avoid your bias Then plan well- Facts, thought, realism, and vision linked to measurable actions for all responsible players.
  • 9. Strategic Planning: Where will we be active? One Action Oriented Model -Which Products -Which Geographic Areas -Which Core Technologies -Which Value Creation Stages -Which Markets Arenas What will be our speed and How will we get there? -Internal development sequence of moves? Economic Vehicles -Joint Ventures -Speed of expansion/growth Staging Logic -Licensing -Sequence of initiatives -Acquisitions Differentiation How will we win? -Image -Customization -Price D.C. Hambrick and J.W. Fredrickson, -Styling (Design) quot;Are You Sure You Have a Strategy?“ How will we obtain our returns? -Reliability Academy of Management Executive, November 2001. -Lowest costs due to scale advantage -lowest costs through scope and replication advantages -Premium prices due to unmatchable service -Premium prices due to proprietary product features
  • 10. Sales Planning- Reduce your Global Strategic View to Specific Assigned Actions by sorting downwards: Start with the big Picture Market Map Strategic Overlay Run it through your Play Book Target Market Look at your total “slice” Target Accounts Decide what you can handle High Priority Accounts Identify the best pieces Detailed Account Action Plans Define action (Sales, Operations ,Development, Management)
  • 11. New /Target Customer Selection- Pick the right targets and get results by starting from your strategic plan: Strategic Fit? Product Fit Competition Resources Required Profit Potential Overall Risk
  • 12. Sales Planning and Performance Toolkit
  • 13. Some Tools and Techniques: • Overall Sales Process Improvement • Maximizing Customer Exposure • Focusing Resources for Results • Controlling for Results • Managing the Customer Base
  • 14. Sales is a process- Improve it! • Map your existing sales process • Discover your best practices-what works? • Eliminate non value added activity • Optimize your process for results • Identify and institute meaningful controls • Create measurements to provide control feedback • Continue and Repeat!
  • 15. Time on Target Planning- Maximize your customer exposure: • Pick the right sales targets • Avoid selling distractions…do what wins • Understand and then optimize your selling time usage • Narrowly focus available time on objectives • Eliminate non value added activities
  • 16. Manage what you decide to do- Lower your noise level and improve results: • Recognize that resources are limited • Realize that absent setting priority all customer demands have equal weight • Seize the power of saying “no” and use it as leverage to gain customer commitment • Demand that everyone think like a business person. • Keep you focus on the overall goal
  • 17. Sales Project Management: “Sales is a process like any other” • Structure your overall sales project approach- tollgate system? • Assign a Leader/Process Owner for each project • Establish inescapable clear ownership for results. • Accept that Sales Success is a shared outcome • Identify the individual tasks- assign and schedule- interlock objectives • Regularly Measure Project Progress against goals • Correct, Adjust and Act!
  • 18. Manage your existing Customer Base- Analyze and Classify your Customers: – Strategic Fit – Size – Future Potential – Total Resource Required per Profit $ – Overall Profitability Only the future has value…..being in love with history will hold you back.
  • 19. Manage your Customer Base- Act!: • Act on what you learn…now! • Manage account time according to overall potential • Eliminate effort on non productive accounts…..stop and drop. • Adjust non profitable accounts • Stop other effort where it doesn’t advance the sale • Adjust your sales method to the situation
  • 20. There are hundreds of other ways forward to Sales Improvement if you remember: Selling is simply a Process : A PROCESS like any other in your business- - Understand, Measure, Control, Improve and Succeed $$.
  • 21. The Sales Process Is yours optimized? About the Author: Tim Brown is the Managing Partner of Brevis Consulting; a firm that helps mid-sized companies improve their results. In his thirty years of senior level management experience he has led organizations in North America, Asia and Europe as General Manager, Senior VP of Marketing and Sales, National Marketing Manager, Business Unit Manager and Product Manager in several successful global mid-sized businesses. He can be reached by calling +1 (508) 758-2441 or sending e-mail to tbrown@brevisconsult.com . © 2006 BREVIS Consulting www.brevisconsult.com