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Tips for Sales Enablement
 Sharing ~20 years of experience as a way to give back to the sales
 community and others who are focused on helping sales teams win


                         As of March 2013
                             @BrianGroth
Details to guide a sales enablement program
Mission: Positively impact revenue through the creation of sales content, management of lead generation, and
effective on-boarding and on-going training of sales employees on the products/solutions, sales processes, sales
skills and related industry knowledge. [yes, a thorough sales enablement program cuts across marketing, operations, product, and sales]

Goals: (1) The sales force is empowered to competently and competitively sell products & solutions so they can exceed their sales
quota, (2) the sales process is well understood and followed, and (3) qualified leads are getting into the sales pipeline

Plans and deliverables to achieve the goals:
1.   Sales Training: Establish and manage the rhythm for an annual training strategy, budget, calendar and detailed training plans,
     along with the associated content and curriculum. This includes driving logistics and training sessions via the appropriate
     medium (1-to-1, as a group, remote office, central office, online, on-demand) for both the sales materials and the sales
     process. Manage, track, and analyze training activities tied to the CRM system to offer the right training at the right time.
2.   Sales & Lead Marketing Content: Establish and manage the rhythm to (1) create impactful sales presentations and supporting
     materials that articulate value proposition, unique differentiation and success customers can expect from the solutions; then
     communicate the availability of these to sales, including partner channels. (2) Create overview and reference materials for
     the sales process, skills and tools, with insights into how following the process drives product and sales improvements. Both
     should be tied to the CRM system to expose the right content at the right time.
3.   Qualified Leads: Establish partnerships between operations, marketing and sales to generate, manage and hand over qualified
     leads to sales that enable them to drive new opportunities. Measure the impact on sales via the CRM system through marketing
     qualified leads (MQL) that result in opportunities won.
4.   Closing the Loop: Gather feedback from sales regarding customer, partner and sales needs to create and update the training
     and content, while providing input to engineering teams. Also get input into upcoming product releases and marketing events
     or campaigns that sales needs to be aware of and possibly trained on, which will also be leveraged for lead generation.

Measures of Success: Overall employee satisfaction of the training, content and leads, delivered on budget & per the established
rhythms, increased adoption of the sales process from lead generation to close, and increased sales revenue per sales employee
Schedule & rhythm to                                                                                                    Requirements
                                                                                                                          : Product,                     Planning &
build, deliver training                                                                                                    Field, &
                                                                                                                          Customer
                                                                                                                                                         Budgeting

                 Q1                     Q2                       Q3                      Q4                                       Q4                   Q1


                                            • Field Needs Analysis: Solutions, Competitors, Processes
  Feedback
   & Input




                                                                  • Engineering: Product Release Plans
                                                                  • Marketing : Event & Campaign                                                            Q1 Content &
                                                                    Plans                                           Training Q2 & Q3
                                                                                                                                                               Curriculum
                                                                                                                   Feedback
                  • Annual Planning                                                                                                                             Creation
      Planning




                        • Budget Approval

                                                                                                                                           Q2 & Q3
                      • Sales Pitch Creation                        • Sales Pitch Updates
  Creation




                                                                                                                                           Deliver
  Content




                                                                                 • Industry Skills Materials
                          • Sales Process Materials                                 • Sales Skills Materials                               Training

                                                                          • In Person: Europe
                                                                                                               •    Onboarding New Employees: Overall value prop, Top
                                               • In Person: US West
                                                                               • In Person: Japan                   Solution/Product sales pitches, Overview of supporting
                                                   • In Person: US East                                             products and solutions, Sales process overview, Tools how-to
                                                                                                               •    Semi-Annual In-Person: Solution/product pitch updates, tool
      Training




                          Training Feedback after each in-person session and after every online session

                          HQ: On-boarding for new employees                                                         updates, sales skills training, with a focus on gathering field
                                                                                                                    feedback since verbatim is always the best
                          Web-based (On-Demand)
                                                                                                               •    On-Demand: Process & Tools training and saved skills training
                                                                                                               •    Live webcast: Product/Solution updates & special skills
                                                                                                                    training
Training Curriculum: 3 primary groups of training
                   (1) Solutions & Processes                                               (2) Sales Skills
Products & Solutions (details + sales pitches)                                   • Networking skills to validate
• All-up value proposition; market positioning                    Prospecting      opportunity and identify an owner
• Individual value proposition; market positioning
                                                                                 • Understanding the customer’s industry
                                                                  Qualificatio     to qualify an opportunity
Sales Processes & Tools                                                n


• Sales Cycle / Pipeline Management                                              • Understand the customer’s business to
• CRM                                                               Needs
                                                                   Analysis
                                                                                   identify their needs
• Booking & Billing
                                                                                 • Presentation skills to pitch a solution
        (3) Industry Technology & Competitive Strategy            Value Prop       that exceeds the customer’s needs

Competitive Sales Guidance needs to be focused on a single                       • Ability to handle sales objections and
competitor and quickly explain:                                    Proposal        final details of the proposal
1. How the competitor sells (their sales pitch, with/through
    partners, etc.)                                                              • Negotiation skills to finalize the
2. Overcoming sales objections versus the competitor with         Negotiation      contract
    guidance
3. Sales guidance to take the lead against the competitor using                  • Finalize the deployment plan and
    our strongest selling points                                     Close         execute the solution
4. Insights from competitive win/loss analysis against the
Content Example:
competitive sales and marketing materials
                  Competitive Sales Content                                   Competitive Marketing Content
                  This should be focused on a single competitor and quickly   1.    How the competitor presents themselves in the
                  explain:                                                          industry at/with details focused on:
                  1.    How the competitor sells (their sales pitch,               •     Events they participate in or host
                        with/through partners, etc.)                               •     Advertising for their products and overall brand
Guidance




                  2.    Overcoming sales objections versus the competitor          •     Social media efforts
                        with guidance when a defensive position is needed          •     Case studies
                  3.    Sales guidance for times when you can take the lead   2.    How the competitor markets with or through
                        against the competitor using our strongest selling          partners
                        points                                                3.    Customer satisfaction ratings for the competitor
                  4.    Insights from competitive win/loss analysis against         versus us
                        the competitor

                  1.   Details of the competitive product                     1.   Details of the competitive product
Product Details




                  2.   Their strengths versus our product                     2.   Their strengths versus our product
                  3.   Their weaknesses versus our product                    3.   Their weaknesses versus our product
                  4.   Screenshots and/or videos                              4.   Screenshots and/or videos
                                                                              5.   Opportunities we have in the marketplace against
                                                                                   the competitor’s product
                                                                              6.   Threats we face with the current or assumed future
                                                                                   of the competitor’s product
Lead Generation: Part of the sales pipeline
      Demand Generation through                        Demand Generation: Focused on collecting leads, run specific campaigns,
         inbound & outbound                            utilize an editorial calendar with call-to-actions in the content, regularly
              marketing                                pose questions on social media, attend and run events
                                         Capture the right leads: Through online forms and social media listening, social tools
           Marketing Leads
                                         and marketing automation. Plus manually during & after industry and networking
              Captured                   events (online and in-person events). Marketing Automation tools should be used here.
              Marketing          Call-Downs / Lead Nurturing: Using a standard script (or e-mail template if no phone #),
               Leads             ensure there is a need/pain-point, an owner to solve it, budget to solve it and within a known
              Qualified          timeframe. All qualified leads are in CRM at this point.
                Hand-
                off to       Hand-off: Leverage CRM so sales execs can easily see their list of new leads and take ownership of
                Sales        them. Some of this can be automated with marketing automation tools.




                                                                                                       Agreement



                                                                                                                   Negotiate
                                                              Prospect



                                                                         Qualify



                                                                                   Needs




                                                                                                                               Close
                                                                                             Pitch
A few Marketing Automation / Lead Management Solutions
  These solutions often have a strong focus on using social networking to generate, drive
  and manage leads. Many of these offer CRM integration options, e-mail solutions, lead
  scoring and so on.
  I am not endorsing any of these, but they have all come across my radar when looking
  into automating some lead management tasks.
     Marketo and Eloqua (Gartner considers these to be the top two)
     Lithium Technologies
     Hubspot
     Optify
     SilverPop
     AbleBridge
     LeadMD
     Pardot from ExactTarget
     Salesforce Marketing Cloud (since they purchased Buddy Media and Radian6)
  Similar options, but with less focus on full marketing automation and more on social
  integration with your website include:
     Get Satisfaction, Ning, Jive Software and many others
LinkedIn Solutions for Lead Generation
In the B2B space, LinkedIn is a unique player so it makes sense to review what they offer and consider how to
leverage the service. I categorize their solutions as this, with a focus on lead generation even though the solutions
can be used for a variety of other marketing tactics:
   Content Marketing (see Influencing Through Content) to generate leads
        Slideshare with a customizable, geo targeted, pop-up (lead form) during a presentation to gather contact details.

        Groups – manage and participate in groups to be part of the community

        Influencers – an opportunity to participate with top individuals across industries

        LinkedIn Today – an opportunity for publishers to get their content noticed when the LinkedIn audience starts talking about
         and sharing the content

        Company pages to develop your community and build relationships

   Advertising and Marketing Solutions to drive your target audience to your content (to then generate leads)
        Content Ads, including Expandable Video

        Sponsored InMail

        Content Ad Overlay in Slideshare

        Targeted Display Ads: 160x600 (tall ad to the right of the page), 300x250 (standard almost-square ad) and Textlink (text ad at
         the top of the page)

        Targeted Status Updates

        LinkedIn Ad Network, which leverages the LinkedIn audience across the Google Ad Exchange

   Contact / Lead Solutions to get yourself introduced
        LinkedIn Sales Navigator with the TeamLink feature to help get introduced to the right prospect by the right contacts
About Brian Groth
(or, why listen to what I have to say about sales enablement?)
  I have had a career focused on sales and technology, which I summarize as:
     Field & Partner Enablement by creating Demos, Presentations, Competitive Insights, Strategy,
      Win/Loss Programs & Reviews, and Sales Training
     Presenting & Consulting with customers and partners, such as presenting from 1 to 1000
      employees (sales reps to executives), CxO-level customers, partners about a variety of topics
      including software solutions, competition, social media marketing strategy and a variety of
      technologies. A few technical solutions I have presented include: Full Microsoft stack solutions,
      Individual technologies, Brand advertising
     100% quota attainment
     Grassroots approach to every project I start up
  Interesting Examples:
     My team and I built, deployed and versioned Microsoft’s largest demo platform. Then trained
      JP, HK TW, and CN sales engineers to do Consultative Selling using this demo. This included
      selecting and integrating partner solutions into the platform.
     I built a globally dispersed community of “compete champs” including sales executives and
      partners who discuss and share competitive insights as part of a larger competitive intelligence
      program, focused on improving sales with a strong emphasis on insights derived from win/loss
      analysis.
  More details are at http://briangroth.wordpress.com/my-work-history/

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Sales enablement brian groth - march 2013

  • 1. Tips for Sales Enablement Sharing ~20 years of experience as a way to give back to the sales community and others who are focused on helping sales teams win As of March 2013 @BrianGroth
  • 2. Details to guide a sales enablement program Mission: Positively impact revenue through the creation of sales content, management of lead generation, and effective on-boarding and on-going training of sales employees on the products/solutions, sales processes, sales skills and related industry knowledge. [yes, a thorough sales enablement program cuts across marketing, operations, product, and sales] Goals: (1) The sales force is empowered to competently and competitively sell products & solutions so they can exceed their sales quota, (2) the sales process is well understood and followed, and (3) qualified leads are getting into the sales pipeline Plans and deliverables to achieve the goals: 1. Sales Training: Establish and manage the rhythm for an annual training strategy, budget, calendar and detailed training plans, along with the associated content and curriculum. This includes driving logistics and training sessions via the appropriate medium (1-to-1, as a group, remote office, central office, online, on-demand) for both the sales materials and the sales process. Manage, track, and analyze training activities tied to the CRM system to offer the right training at the right time. 2. Sales & Lead Marketing Content: Establish and manage the rhythm to (1) create impactful sales presentations and supporting materials that articulate value proposition, unique differentiation and success customers can expect from the solutions; then communicate the availability of these to sales, including partner channels. (2) Create overview and reference materials for the sales process, skills and tools, with insights into how following the process drives product and sales improvements. Both should be tied to the CRM system to expose the right content at the right time. 3. Qualified Leads: Establish partnerships between operations, marketing and sales to generate, manage and hand over qualified leads to sales that enable them to drive new opportunities. Measure the impact on sales via the CRM system through marketing qualified leads (MQL) that result in opportunities won. 4. Closing the Loop: Gather feedback from sales regarding customer, partner and sales needs to create and update the training and content, while providing input to engineering teams. Also get input into upcoming product releases and marketing events or campaigns that sales needs to be aware of and possibly trained on, which will also be leveraged for lead generation. Measures of Success: Overall employee satisfaction of the training, content and leads, delivered on budget & per the established rhythms, increased adoption of the sales process from lead generation to close, and increased sales revenue per sales employee
  • 3. Schedule & rhythm to Requirements : Product, Planning & build, deliver training Field, & Customer Budgeting Q1 Q2 Q3 Q4 Q4 Q1 • Field Needs Analysis: Solutions, Competitors, Processes Feedback & Input • Engineering: Product Release Plans • Marketing : Event & Campaign Q1 Content & Plans Training Q2 & Q3 Curriculum Feedback • Annual Planning Creation Planning • Budget Approval Q2 & Q3 • Sales Pitch Creation • Sales Pitch Updates Creation Deliver Content • Industry Skills Materials • Sales Process Materials • Sales Skills Materials Training • In Person: Europe • Onboarding New Employees: Overall value prop, Top • In Person: US West • In Person: Japan Solution/Product sales pitches, Overview of supporting • In Person: US East products and solutions, Sales process overview, Tools how-to • Semi-Annual In-Person: Solution/product pitch updates, tool Training Training Feedback after each in-person session and after every online session HQ: On-boarding for new employees updates, sales skills training, with a focus on gathering field feedback since verbatim is always the best Web-based (On-Demand) • On-Demand: Process & Tools training and saved skills training • Live webcast: Product/Solution updates & special skills training
  • 4. Training Curriculum: 3 primary groups of training (1) Solutions & Processes (2) Sales Skills Products & Solutions (details + sales pitches) • Networking skills to validate • All-up value proposition; market positioning Prospecting opportunity and identify an owner • Individual value proposition; market positioning • Understanding the customer’s industry Qualificatio to qualify an opportunity Sales Processes & Tools n • Sales Cycle / Pipeline Management • Understand the customer’s business to • CRM Needs Analysis identify their needs • Booking & Billing • Presentation skills to pitch a solution (3) Industry Technology & Competitive Strategy Value Prop that exceeds the customer’s needs Competitive Sales Guidance needs to be focused on a single • Ability to handle sales objections and competitor and quickly explain: Proposal final details of the proposal 1. How the competitor sells (their sales pitch, with/through partners, etc.) • Negotiation skills to finalize the 2. Overcoming sales objections versus the competitor with Negotiation contract guidance 3. Sales guidance to take the lead against the competitor using • Finalize the deployment plan and our strongest selling points Close execute the solution 4. Insights from competitive win/loss analysis against the
  • 5. Content Example: competitive sales and marketing materials Competitive Sales Content Competitive Marketing Content This should be focused on a single competitor and quickly 1. How the competitor presents themselves in the explain: industry at/with details focused on: 1. How the competitor sells (their sales pitch, • Events they participate in or host with/through partners, etc.) • Advertising for their products and overall brand Guidance 2. Overcoming sales objections versus the competitor • Social media efforts with guidance when a defensive position is needed • Case studies 3. Sales guidance for times when you can take the lead 2. How the competitor markets with or through against the competitor using our strongest selling partners points 3. Customer satisfaction ratings for the competitor 4. Insights from competitive win/loss analysis against versus us the competitor 1. Details of the competitive product 1. Details of the competitive product Product Details 2. Their strengths versus our product 2. Their strengths versus our product 3. Their weaknesses versus our product 3. Their weaknesses versus our product 4. Screenshots and/or videos 4. Screenshots and/or videos 5. Opportunities we have in the marketplace against the competitor’s product 6. Threats we face with the current or assumed future of the competitor’s product
  • 6. Lead Generation: Part of the sales pipeline Demand Generation through Demand Generation: Focused on collecting leads, run specific campaigns, inbound & outbound utilize an editorial calendar with call-to-actions in the content, regularly marketing pose questions on social media, attend and run events Capture the right leads: Through online forms and social media listening, social tools Marketing Leads and marketing automation. Plus manually during & after industry and networking Captured events (online and in-person events). Marketing Automation tools should be used here. Marketing Call-Downs / Lead Nurturing: Using a standard script (or e-mail template if no phone #), Leads ensure there is a need/pain-point, an owner to solve it, budget to solve it and within a known Qualified timeframe. All qualified leads are in CRM at this point. Hand- off to Hand-off: Leverage CRM so sales execs can easily see their list of new leads and take ownership of Sales them. Some of this can be automated with marketing automation tools. Agreement Negotiate Prospect Qualify Needs Close Pitch
  • 7. A few Marketing Automation / Lead Management Solutions These solutions often have a strong focus on using social networking to generate, drive and manage leads. Many of these offer CRM integration options, e-mail solutions, lead scoring and so on. I am not endorsing any of these, but they have all come across my radar when looking into automating some lead management tasks.  Marketo and Eloqua (Gartner considers these to be the top two)  Lithium Technologies  Hubspot  Optify  SilverPop  AbleBridge  LeadMD  Pardot from ExactTarget  Salesforce Marketing Cloud (since they purchased Buddy Media and Radian6) Similar options, but with less focus on full marketing automation and more on social integration with your website include:  Get Satisfaction, Ning, Jive Software and many others
  • 8. LinkedIn Solutions for Lead Generation In the B2B space, LinkedIn is a unique player so it makes sense to review what they offer and consider how to leverage the service. I categorize their solutions as this, with a focus on lead generation even though the solutions can be used for a variety of other marketing tactics:  Content Marketing (see Influencing Through Content) to generate leads  Slideshare with a customizable, geo targeted, pop-up (lead form) during a presentation to gather contact details.  Groups – manage and participate in groups to be part of the community  Influencers – an opportunity to participate with top individuals across industries  LinkedIn Today – an opportunity for publishers to get their content noticed when the LinkedIn audience starts talking about and sharing the content  Company pages to develop your community and build relationships  Advertising and Marketing Solutions to drive your target audience to your content (to then generate leads)  Content Ads, including Expandable Video  Sponsored InMail  Content Ad Overlay in Slideshare  Targeted Display Ads: 160x600 (tall ad to the right of the page), 300x250 (standard almost-square ad) and Textlink (text ad at the top of the page)  Targeted Status Updates  LinkedIn Ad Network, which leverages the LinkedIn audience across the Google Ad Exchange  Contact / Lead Solutions to get yourself introduced  LinkedIn Sales Navigator with the TeamLink feature to help get introduced to the right prospect by the right contacts
  • 9. About Brian Groth (or, why listen to what I have to say about sales enablement?) I have had a career focused on sales and technology, which I summarize as:  Field & Partner Enablement by creating Demos, Presentations, Competitive Insights, Strategy, Win/Loss Programs & Reviews, and Sales Training  Presenting & Consulting with customers and partners, such as presenting from 1 to 1000 employees (sales reps to executives), CxO-level customers, partners about a variety of topics including software solutions, competition, social media marketing strategy and a variety of technologies. A few technical solutions I have presented include: Full Microsoft stack solutions, Individual technologies, Brand advertising  100% quota attainment  Grassroots approach to every project I start up Interesting Examples:  My team and I built, deployed and versioned Microsoft’s largest demo platform. Then trained JP, HK TW, and CN sales engineers to do Consultative Selling using this demo. This included selecting and integrating partner solutions into the platform.  I built a globally dispersed community of “compete champs” including sales executives and partners who discuss and share competitive insights as part of a larger competitive intelligence program, focused on improving sales with a strong emphasis on insights derived from win/loss analysis. More details are at http://briangroth.wordpress.com/my-work-history/