The Sales Enablement Playbook, Bray & Sorey

The Sales Enablement Playbook, Bray

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The Sales Enablement Playbook, Bray & Sorey by Mind Map: The Sales Enablement Playbook, Bray & Sorey

1. Chapter 9: Prospecting

1.1. GOAL:

1.1.1. Each Sales Rep has a steadily increasing pipeline of prospects in your target market, and they close at a predictable rate.

1.2. Ideal Customer Profile (ICP)

1.3. Who are your prospects?

1.3.1. Have Already Bought From You

1.3.2. Will Buy From You

1.3.3. Will Buy, But Not From You

1.3.4. Might Buy From You

1.3.5. Won't Buy

1.4. The Fat Man Relay and Sales Prospecting

1.4.1. Research (DETAILS)

1.4.1.1. Determining who to reach out to and what to say

1.4.1.2. Vertical Integration

1.4.1.3. Insourced Research Function

1.4.1.4. Outsourced Research Function

1.4.2. Outreach (AGGRESSIVE)

1.4.2.1. Physically and virtually reaching out to prospects

1.4.2.1.1. Yes / No / Weird

1.4.2.2. Personalized Outreach

1.4.2.2.1. Real vs. Fluff

1.4.2.3. Generic Outreach

1.4.2.4. Have Pain Will Listen

1.4.2.5. The Holy Grail = PATTERNS

1.4.3. QUALIFY

1.4.3.1. Ask Questions

1.4.4. Prospecting Efficiency

1.4.5. Division of Labor

1.4.6. Negative Goals

1.4.7. Always Winning - Something - At Some Point

1.5. SOCIAL MEDIA

1.5.1. SPAM

1.5.2. Social Selling

1.5.3. Writing Content

1.5.4. Commenting On Content (OPC)

1.5.5. Sharing Content

1.5.6. Arguing

1.6. COMPETITORS

1.6.1. Stealing A List?

1.6.2. Competitor Websites

1.6.3. Review Sites

1.6.4. Press Releases

1.7. EVENTS - Attendee Lists

1.8. REFERRALS

1.9. PATTERNS - TARGETS- CLOSING

1.10. METRICS

1.10.1. Each salesperson has enough qualified leads to keep pipeline full

1.10.2. Referral asks are measured as a prospecting activity

1.11. PLAYS

1.11.1. Develop a definitive ICP and confirm that everyone in your company is on the same page

1.11.2. Create a market MAP and focus the sales team on prospects who "Might buy from you"

1.11.3. Create specialized roles between research and outreach - unless you are lucky enough to find someone who is GREAT at BOTH

1.11.4. Implement "negative goals" to motivate your team

1.11.5. Get the whole team "social selling" and completing a daily checklist

1.11.5.1. Is YOUR team promoting your day/time at the table?

1.11.6. Build a prospect list of your competitors' customers and prospects

1.11.7. Create a culture of referral generation

2. Chapter 10: Closing

3. Chapter 11: Customer Success

3.1. GOAL

3.1.1. Existing customers are buying more and making hig-quality referrals

3.2. Customers - Your Best Lead Generation Tool

3.3. Referral vs. Recommendation

3.4. TACTICS

3.4.1. Cowork a tradeshow

3.4.2. Get Someone a Speaking Engagement

3.4.3. Comb LinkedIn Connections

3.4.4. Cohost a Webinar

3.4.5. Meet their Coworkers

3.4.6. Find Former Employees

3.4.7. Coauthor a Case Study

3.5. UPSELLS

3.6. COSELLS

3.7. RENEWALS

3.8. METRICS

3.8.1. Upsell quota attainment

3.8.2. Cross-sell quota attainment

3.8.3. Net Churn

3.8.4. Referrals are measured as a prospecting activity

3.9. PLAYS

4. Chapter 12: Hiring + Career Paths

4.1. GOAL

4.1.1. Top performers stay and grow, and non-performers are terminated (or not hired inthe first place)

4.2. HR - Enablement = Make It Efficient

4.3. Engage External Recruiters

4.4. Use a Modern Applicant Traking System (ATS)

4.5. Pay for Assessments

4.6. Offer Significant Referral Fees to Employees

4.7. If Best Salespeople Leave, Other Top Performers Will Follow

4.8. Grow and Retain Rock Stars

4.9. SEVEN Ways to Tell if a Slaes Rep is ABout to Quit

5. Chapter 13: Channel Partners

5.1. GOAL

5.1.1. All customer-facing employees working at channel partners can speak about your product and close deals with the same skill as your internal employees.

5.2. Preexisting relationships

5.3. Geographic Diversity

5.4. Channel Partners Aren't People

5.5. Managing Competing Priorities

5.6. Channels Are For Sale

5.7. Metrics

5.7.1. % of partner organizations meeting revenue goals

5.7.2. Net Churn of Partner-Generated Customers

5.7.3. Partner Generated Revenues

5.8. Plays In Brief

5.8.1. Develop a strong partner channel

5.8.2. Account for competing priorities and ensure that your product receives adequate focus

5.8.3. Assess your ability to execute on a channel strategy before investing too many resources

6. Chapter 14: Sales Manager Enablement

6.1. GOAL

6.1.1. Sales managers are a multiplying force that coaches reps to success without having to jump into the activity themselves.

6.2. Functions of a Sales Manager

6.3. 5 CORE COMPETENCIES

6.3.1. Accountability and Administration

6.3.2. Coaching

6.3.3. Mentoring

6.3.4. Hiring and Training

6.3.5. Leadership and Motivation

6.4. Manager or "Super Closer"

6.5. Where's the Vice President?

6.6. METRICS

6.6.1. Team Performance against each KPI

6.6.2. Employee Retention

6.6.3. All team members have egularly scheduled and attended coaching meetings (1-1's)

6.6.4. Team is able to close typical deals independent of sales manager

6.7. PLAYS IN BRIEF

6.7.1. Assess your managers across the five core competencies outlined in this chapter

6.7.2. Make certain that your sales managers are managing your reps and developing superstars

6.7.3. Ensure that managers are not super-hero closers

6.7.4. Confirm that all managers are set up for success with the proper management training and ongoing professional development

7. Chapter 15: The Sales Enablement Position

7.1. GOAL

7.1.1. Try not to make one person handle all the responsibility for the sales enablement process.

8. Chapter 16: The #1 Sales Enablement Tool

9. Chapter 17: The Future of Sales Enablement

10. Chapter 1: The Evolution of Sales Enablement

10.1. 1980's

10.1.1. Peddlers to consultants

10.2. 1990's

10.2.1. Information and discourse

10.3. 2000's

10.3.1. Sales support, relationships, SEO, CRM, Tracking

10.3.2. B2B became accessible to all

10.4. Sales Tech Landscape

10.5. Data Silos

10.6. Sales Enablement is not a position, it's an ecosystem

10.7. PLAYS

10.7.1. Create culture that views SE as an ecosystem

10.7.2. Develop goals for departments for enabling sales and avoid disablement

10.7.3. Define metrics tracking success of enablement activities

10.7.3.1. Formal sales enablement charters have a tangible business impact. Those with a formal charter, vision, and strategy for sales enablement achieve 12% higher win rates, and reported the number of reps achieving quota attainment was 35% better compared to those without.

10.8. MOVIES

11. Chapter 2: Defining a Sales Process

11.1. "A set of clearly defined steps and methods of communication between a company and its prospects."

11.1.1. Too much process kills sales teams - but - without process, sales teams die.

11.2. Why is process bad?

11.3. What is the right amount of process?

11.3.1. Clear stages

11.3.2. CRM

11.3.3. Tech Stack

11.3.3.1. Tech Stack Integrations

11.3.4. Product Editions

11.3.5. General Messaging

11.3.6. Demo Scripts

11.4. Process Maturity

11.4.1. Humming

11.4.2. Experimenting

11.4.3. Thrashing

11.5. Stages in Sales Process

11.5.1. Transactional

11.5.2. Advanced

11.5.3. Complex

11.6. Stage Exit Criteria

11.7. CRM - Land Mines

11.8. KPI's Reporting and Analytics

11.9. Garbage Time

11.10. METRICS

11.10.1. Conversion ratios - state to stage

11.10.2. Experiments are run scientifically or mathematically (Stats)

11.10.3. Accuracy of reports from CRM

11.11. PLAYS

11.11.1. Audit current state of process. If not "Humming" - develop experiments to get there and grow.

11.11.2. Develop and implement exit stage criteria

11.11.3. Understand and watch for CRM landmines like complexity

11.11.4. Develop sales analytics in conjunction with improving implementation of your CRM

12. Chapter 3: Onboarding New Hires

12.1. Goal: Aggressively reduce new-hire ramp up time - phone day 2 if coming in experienced.

12.2. How much work is Onboarding?

12.2.1. Newbie vs. Experienced

12.3. Onboarding Goals - Planning for Outcomes

12.4. Training within the Sales Process

12.5. Why a Whiteboard?

12.6. What's the Key Here?

12.7. Whiteboard Demos Sound Hard!

12.8. METRICS

12.8.1. Time to first deal or conversion (SDRs)

12.8.2. Time to Quota attainment

12.8.3. Time to consistant quota attainment

12.8.4. % of team who competently conduct a whiteboard demo

12.9. PLAYS

12.9.1. Document and implement onboarding program towards day 2 sales calls. measure success weekly.

12.9.2. Require "whiteboard demo" certifications for all sales reps

13. Chapter 4: Sales Training

13.1. Goal: External sales consultant calls your company, THEY should disqualify you as a prospect because everyone on your team is a sales expert.

13.2. Sales Methodology vs. Sales Process

13.3. What are my options?

13.4. How to implement a Methodology

13.5. Why junior Sales Reps Fail

13.6. Annotate Discovery Notes

13.7. Let Them Close (Bigger) Deals

13.8. Stimulate Deals

13.9. Training That Doesn't Work

13.10. Mistakes to Observe and Address

13.11. Involve Sales Reps in your Company Buying Process

13.12. New Accounting Software

13.13. Reflection

13.14. The Alternative

13.15. Training Need Not be Universal

13.16. Three Enablement Plays to Turn Salespeople into Businesspeople

13.16.1. Microsoft Excel

13.16.2. Contact Review

13.16.3. Coaching

13.17. METRICS

13.17.1. All reps demonstrate sales methodology adherence and competence

13.17.2. Sales methodology is integrated into the CRM

13.17.3. The existence of a formalized training program

13.17.4. VP of Sales sits in/reviews a sampling of sales calls run by rep and approves

13.18. PLAYS

13.18.1. Implement a formal sales sales methodology, not just tactics

13.18.2. Develop strategy to train and coach reps to ensure consistent improvement

13.18.3. Involve reps in buying process or enable to experience the role of their prospect

13.18.4. Create a culture of failing quickly as apart of the learning process

13.18.5. Design a program to turn your salespeople into businesspeople

14. Chapter 5: Who's Your Buyer?

14.1. GOAL: Everyone on the sales team knows each buyer persona inside and out, including what they do, what their pain is, and how to win their business.

14.2. What Do Your Buyers Do?

14.3. What is their Pain?

14.4. How Do You Win?

14.5. Entry Level Reps and the Challenger Sale

14.6. METRIC

14.6.1. Each salesperson can fill out "what they do" "their pain" and "how we win" for each buyer persona

14.7. PLAYS

14.7.1. Have each sales rep write a sample job description for each of their buyer personas

14.7.2. Develop "what they do" "their pain" and "how we win business" MESSAGING for each buyer persona

14.7.3. Confirm that sellers know their buyers in-depth (beyond the surface pain) and can articulate the impact of your product or service on each buyer's "hob to be done"

15. Chapter 6: Product Training

15.1. GOAL: All salespeople are demo certified for each persona and use case in their market

15.2. Two Training Tracks

15.3. Focus on their pain

15.4. Pricing

15.5. Product Demo Certification

15.6. METRICS

15.6.1. % conversation from demo to next stage

15.6.2. % reps who are demo certified

15.6.3. Gross Profit Margin (GPM)

15.7. PLAYS

15.7.1. Develop product training that simply gets sellers ready to talk to prospects

15.7.2. Make a worksheet that ties each major feature back to a specific pain point for a specific persona, and make sure sellers know and cal recall all of these

15.7.3. Ensure that pricing is consistent

15.7.4. Confirm that sales reps are capable of talking about money

15.7.5. Conduct a demo certification with each sales rep that has an expiration date that management tracks

16. Chapter 7: Tools

17. Chapter 8: Content

18. INTRO

18.1. Sales enablement is an Ecosystem

18.2. Sales Enablement Definition

18.2.1. The concept of extending a prospect-centric mindset to all departments within the organization.

18.3. Sales Coaching

18.4. Sales Metrics

18.5. MOVIE - Is This Sales Enablement?

18.6. State of Sales Enablement 2019: Invest Now or Be Left Behind