Top Pitfalls that Keep Your Sales Team From Selling And How To · Top Pitfalls That Keep Sales...

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Top Pitfalls that Keep Your Sales Team From Selling – And How To Fix Them Bobby Edmundowicz Director of Worldwide Corporate Sales, Conga

Transcript of Top Pitfalls that Keep Your Sales Team From Selling And How To · Top Pitfalls That Keep Sales...

Page 1: Top Pitfalls that Keep Your Sales Team From Selling And How To · Top Pitfalls That Keep Sales Teams From Selling. Solution #2: Data Optimization • Work with Salesforce data –faster

Top Pitfalls that Keep Your Sales Team From Selling – And How To Fix Them

Bobby Edmundowicz Director of Worldwide Corporate Sales, Conga

Page 2: Top Pitfalls that Keep Your Sales Team From Selling And How To · Top Pitfalls That Keep Sales Teams From Selling. Solution #2: Data Optimization • Work with Salesforce data –faster

Built a Sales Team for Conga in 1 yearFrom 0 to 36 in 12 months, initiated SDR function

What kept me up at night:

• Are our new processes driving revenue?

• Are we getting to leads fast enough?

• Are my reps spending their time where they need to?

Top Pitfalls That Keep Sales Teams From Selling

Page 3: Top Pitfalls that Keep Your Sales Team From Selling And How To · Top Pitfalls That Keep Sales Teams From Selling. Solution #2: Data Optimization • Work with Salesforce data –faster

It isn’t just about the number of reps…

It’s about how productive they are

with their time.

Top Pitfalls That Keep Sales Teams From Selling

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Sales in the fast lane.

Our sales operation is:

• High volume

• High speed

Focusing on core selling activities is critical for keeping up.

Top Pitfalls That Keep Sales Teams From Selling

Page 5: Top Pitfalls that Keep Your Sales Team From Selling And How To · Top Pitfalls That Keep Sales Teams From Selling. Solution #2: Data Optimization • Work with Salesforce data –faster

Simplify the sales process.

• Maximize- Direct customer

engagement

• Streamline- Support materials- Proposals

• Delegate- Non-sales activities

• Minimize- Travel time- Trivial work

SOLUTION:

Top Pitfalls That Keep Sales Teams From Selling

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Optimizing sales performance:

Sales people are at their best with:

• Product training

• Sales supporting materials

• Time spent doing …

Sales people lacking one of these:

• = lost time

• = lost money

core sales activities

Top Pitfalls That Keep Sales Teams From Selling

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Percentage of time sales people spend actually selling:

36%

Top Pitfalls That Keep Sales Teams From Selling

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What is your sales team really doing?

of sales time spent on

non-selling activities

64%The Pitfalls:

Selling36%

Downtime7%Service Tasks

16%

Traveling7%

Internal Meetings

6%

Training3%

?25%

Top Pitfalls That Keep Sales Teams From Selling

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The biggest time sink of all …

administrative tasks

These take up

25% of non-selling time

Top Pitfalls That Keep Sales Teams From Selling

Page 10: Top Pitfalls that Keep Your Sales Team From Selling And How To · Top Pitfalls That Keep Sales Teams From Selling. Solution #2: Data Optimization • Work with Salesforce data –faster

Creating a more productive sales force:

• Optimize administrative processes, see huge improvement on sales productivity

• Create a happier, more efficient sales team

Top Pitfalls That Keep Sales Teams From Selling

Page 11: Top Pitfalls that Keep Your Sales Team From Selling And How To · Top Pitfalls That Keep Sales Teams From Selling. Solution #2: Data Optimization • Work with Salesforce data –faster

Pitfall #1: Manual document creation

Sales documents:

• Proposals

• Quotes

• Contracts

• SOWs

• … and More

Top Pitfalls That Keep Sales Teams From Selling

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The dark side of manual document creation:

#1: Copying and pasting = valuable time lost and errors

Top Pitfalls That Keep Sales Teams From Selling

#2: Inconsistent formatting and

branding = poor company image

#3: No visibility = document status ???

Page 13: Top Pitfalls that Keep Your Sales Team From Selling And How To · Top Pitfalls That Keep Sales Teams From Selling. Solution #2: Data Optimization • Work with Salesforce data –faster

Solution #1: Automate Document Generation

• CRM information populates automatically

• Instant document production

• Formatted, templated documents

• Document saved in Salesforce

Results Benefits

= no more user error – clean documents every time

= time savings, more sales productivity

= professional, brand consistent documents

= visibility into document content & status

Top Pitfalls That Keep Sales Teams From Selling

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100X PRODUCTIVITY INCREASE WITH CONGA COMPOSER

CHALLENGE: Building a scalable business with disparate legacy systems left Telnexus with disjointed document generation, inconsistent brand messaging and disjointed processes.

SOLUTION: “We’ve been able to use Conga Composer to leverage our entire business, so we’ve created all of our customer documents based on this technology. We’ve created a real-time information system…we’ve grown 100x in terms of productivity.”

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Document generation – fast and simple:Top Pitfalls That Keep Sales Teams From Selling

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Pitfall #2: Dirty Data

You need good sales data for:

• Task management

• Lead queues

• Pipeline management

• … and More

Bad data: missing and inaccurate data, inconsistent information, lack of pipeline insight, time wasted on administrative tasks.

Top Pitfalls That Keep Sales Teams From Selling

Page 17: Top Pitfalls that Keep Your Sales Team From Selling And How To · Top Pitfalls That Keep Sales Teams From Selling. Solution #2: Data Optimization • Work with Salesforce data –faster

Solution #2: Data Optimization

• Work with Salesforce data – faster and smarter

• Quick, effective, accurate data updates

• Intuitive interface, single-screen views

• Easily view, act and report on sales information

Results Benefits

= 10x improved efficiency with data tasks

= clean, up-to-date, actionable data for visibility across your business

= drive Salesforce adoption and understanding

= vastly improve pipeline and sales insights

Top Pitfalls That Keep Sales Teams From Selling

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Improving the Productivity of Every RepTop Pitfalls That Keep Sales Teams From Selling

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Double Sales Productivity

SDR uses ActionGrid to double the amount of leads he can work in Salesforce.

“ActionGrid really makes your day and activity much more efficient. We’re typically working 750 leads per

week. That’s 100% doable through ActionGrid. Without ActionGrid, we’d probably be looking at half that

amount.”

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Sales Coaching at ScaleTop Pitfalls That Keep Sales Teams From Selling

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No More Missed Opportunities

Our AE changed her view of Salesforce as a cumbersome, annoying system to one that enabled her to be a better sales rep.

“With ActionGrid, I’ve got a really good snapshot of everything I’m working on so nothing gets lost. It’s a much easier way to keep my focus on what I’m working, and I’m not dropping the ball.”

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A powerful combination: Doc Gen and Good Data

• Spend more time selling

• Automate the sales cycle, end-to-end

• Send out clean data in professional documents

• Execute large-scale tasks with ease(example: find and send quotes to all contracts renewing in 90 days – from a single screen)

= a seamless sales process, incredible sales productivity

Top Pitfalls That Keep Sales Teams From Selling

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Talk to a Salesforce expert

today and get more

actionable ideas on how to

see a 100x improvement in

sales productivity:

[email protected]

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THANK YOU