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AVIVA WALSH ON
INBOUND SALES
Aviva Walsh
Channel Consultant, EMEA
HubSpot
@avivacchs
International Marketing
Agency Specialist
US, UK and Ireland
This is me
Inbound Sales
What is it?
Inbound sales
transforms sales to
match the way
people buy.
Inbound Sales Methodology
IDENTIFY CONNECT EXPLORE ADVISE
>>>
AWARENESS CONSIDERATION DECISION
HubSpot
1. Inbound salesteams base their entire salesstrategy on the
buyer rather than theseller.
2. Inbound salespeople personalise the entire salesexperience to the
buyer’scontext.
INBOUND SELLING PHILOSOPHIES
Ifthe salesperson can not add value beyond the
information the buyercan find on their own,
the buyerhas no reason to engage with the salesperson.
Inbound Sales Enablement
What is it?
“Getting the right information into the
hands of the right sellers at the right
time and place,
and in the right format,
to move a sales opportunity forward”
Source: IDC, 2016
Inbound Sales Enablement
Why Do I Need It?
The World of Sales is Changing
Reps want to sell better and faster but they have a lot of
challenges that hold them back
• Sourcing “good fit” leads
• They have to stay organised and efficient to remain
competitive
• They need content to add value and help them sell
• They need to take a resourceful and consultative approach
but they cant do this without the right tools and insights
40% of sales people say getting a response from a
prospect was harder than it was 2 years ago
1 in 4 companies say their sales and marketing teams
are “rarely aligned” or “misaligned”
Of companies who say their marketing strategy is
effective, 82% have a tightly aligned sales and
marketing team
Source: State of Inbound, 2016
HOW can YOU Enable Your Sales Team?
5 Sales Enablement Strategies to
Empower your Sales Team
SALES ENABLEMENT STRATEGY #1
DEVELOP A DEEP UNDERSTANDING OF YOUR
IDEAL BUYER PERSONA
WHO AM I?
You Might THINK You Know Who They Are…
• When was the last time sales and marketing sat down to
review your ideal buyer persona together?
• Is marketing creating content for a different audience?
• Who are sales talking to?
BUYER PERSONAS
Start with one segmentation
at the company level (like
industry) and one at the
individual level (like role).
EXAMPLE PERSONAS
• Persona A: VP of Sales at a Technology Company
• Persona B: Director of Recruiting at a Technology
Company
• Persona C: CEO at a Technology Company
Nail Your Buyer Persona
• Don’t guess your buyer persona
• Conduct interviews with key stakeholders and customers
• Discover demographic information, pain points, values, goals
• Create and incentivise customer surveys
• Create an exclusionary or negative persona
• Continually analyse data and use experience to iterate and improve
SALES ENABLEMENT STRATEGY #2
BECOME A SMARKETER
87%
of the terms sales and marketing use to
describe each other are negative.
Source: Corporate executive board summary, 2016
• Goals - E.g. Marketing pipeline = sales quota
• The amount of leads to be handed over and closed
per month (SLA)
• Criteria for a Marketing Qualified Lead
• Criteria for a Sales Qualified Lead
• The handoff process from Marketing to Sales
SMarketing = Alignment
Defining Goals
• Start with your shared goal: Revenue
• Revenue goal = £10,000
• Avg deal size: £1,000
(Current revenue/current customers)
• Customers needed: 10
Revenue goal/ Avg deal size
• Average lead to customer: 2%
Current customers / Current leads
• Leads needed: 500
Customers needed/ Avg Lead to Customer%
Only
45%
of businesses have established a
company wide definition of a Sales
Ready Lead.
SURVEY BY MARKETINGSHERPA, HTTP://BIT.LY/ZL3SF0
Definition of a SALES READY LEAD?
Alignment around the criteria for a quality lead
• Contact who downloaded an ebook on lead gen, Company
is 200 – 1000 employees in South London
• A contact at a target company that fits buyer profile, who
filled out a form to request a sales demo or start a trial
• A contact at a target company who’s role makes him or her
a decision maker (e.g. a VP or Director )
Examples of Sales Ready Leads (MQLs)
Lifecycle Stages
Owned by
Marketing
Owned by
Sales
Define The Handoff Process
IMPLEMENT A
CLEAR AND DEFINED
SERVICE-LEVEL AGREEMENT
(SLA)
Setting Goals for Lead Nurturing
S pecific
M easureable
A ttainable
R elevant
T imely
An SLA defines what each
team commits to
accomplishing in order to
support the other in
reaching the shared
revenue goal(s).
• # marketing-generated leads
• # of those leads that will close into customers
• Speed that leads are followed up with
• Depth of follow up
• Revenue from those closed customers
• Total revenue closed that month from marketing-generated leads
What does an SLA Look like?
Maintain OPEN communication
• Weekly Smarketing team meeting
- Review forecast, roadblocks, progress, share
learnings
• Monthly management meeting
- Review revenue goals,
challenges, team performance and quarterly outlook
• Misalignment between sales and marketing technologies and
processes costs B2B companies 10% of revenue or more per
year.
• Companies with good smarketing practices in place
generated 208% more revenue from marketing efforts.
• When sales and marketing teams work together, companies
see 36% higher customer retention and 38% higher sales win
rates.
Why you NEED to become a Smarketer
Source: Smarketing survey, HubSpot, 2015
SALES ENABLEMENT STRATEGY #3
USE THE RIGHT TOOLS
Use an effective CRM, integrated with your
marketing tools
• Monitor all prospect activity
within the contact timeline
• Make, log and record calls
• Save notes to contacts record
• Assign sales opportunities
• Keep a close eye on your sales
forecast with dashboards
• Track overall performance and
productivity
Provide your sales team with carefully
crafted, ready made email templates
• Congratulations email
• Provide value email
• Send company content
• Follow up from a phone call
• Responding to social media
posts
• Company Announcement
ARM YOUR SALES TEAM WITH
QUALITY OUTREACH CONTENT
OUTREACH CONTENT
Personalise the entire sales experience to the
buyer’s context. This includes:
● Type of organisation the buyer is from
● Who the buyer is within that organisation
● The stage the buyer is at in their buying
journey
Map the Content to the Buyers Journey
Awareness Consideration Decision
 Guides
 Tips Sheets
 Checklists
 Kits
 Templates
 Worksheets
 Webinars
 Case Studies
 Reports
 E-books
 Podcasts
 Whitepapers
 Trials
 Demos
 Consultations
 Estimates or Quotes
 Coupons
 Discount codes
83% of b2b buyers only want to hear from you
if you are able to be relevant and contextual.
Source: IDC Study, Marketing Sherpa
Effective marketing is all about the right
context and automated lead nurturing
makes it easy to be timely and relevant.
YOU GET OUTREACH CONTENT!
WE ALL GET OUTREACH CONTENT!
RELY ON DATA.
SALES ENABLEMENT STRATEGY #4
• Track leads by source
• Track leads by campaign
• Number of MQLs
• Number of SQLs
Use Marketing and Sales Dashboards
• Reach
• Leads generated
• Revenue and Revenue pipeline
• Visit to Lead %
• Lead-to-Marketing Qualified Lead (MQL) %
• Leads Worked-to-Leads Connected %
• MQL-to-Opportunity %
• Opportunity-to-Customer %
• Lead-to-Customer %
Sales Enablement Metrics
• Reach
• Leads generated
• Revenue and Revenue pipeline
• Visit to Lead %
• Lead-to-Marketing Qualified Lead (MQL) %:
• Leads Worked-to-Leads Connected %:
• MQL-to-Opportunity %:
• Opportunity-to-Customer %
• Lead-to-Customer %
SALES ENABLEMENT METRICS
• Reach
• Leads generated
• Revenue and Revenue pipeline
• Visit to Lead %
• Lead-to-Marketing Qualified Lead (MQL) %:
• Leads Worked-to-Leads Connected %:
• MQL-to-Opportunity %:
• Opportunity-to-Customer %
• Lead-to-Customer %
SALES ENABLEMENT METRICS
SALES ENABLEMENT STRATEGY #5
Train your Sales team to be Sales People
S.M.A.H.T.
Sharp
Motivated
Ambiverted
Helpful
Transparent
(Brian Halligan, CEO ,HubSpot)
THANK YOU
www.struto. c o. uk

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Inbound Sales Enablement by Aviva Walsh

  • 1. w w w . s t r u t o . c o . u k AVIVA WALSH ON INBOUND SALES
  • 2. Aviva Walsh Channel Consultant, EMEA HubSpot @avivacchs International Marketing Agency Specialist US, UK and Ireland This is me
  • 4. Inbound sales transforms sales to match the way people buy.
  • 5. Inbound Sales Methodology IDENTIFY CONNECT EXPLORE ADVISE >>> AWARENESS CONSIDERATION DECISION HubSpot
  • 6. 1. Inbound salesteams base their entire salesstrategy on the buyer rather than theseller. 2. Inbound salespeople personalise the entire salesexperience to the buyer’scontext. INBOUND SELLING PHILOSOPHIES
  • 7. Ifthe salesperson can not add value beyond the information the buyercan find on their own, the buyerhas no reason to engage with the salesperson.
  • 9. “Getting the right information into the hands of the right sellers at the right time and place, and in the right format, to move a sales opportunity forward” Source: IDC, 2016
  • 11. The World of Sales is Changing Reps want to sell better and faster but they have a lot of challenges that hold them back • Sourcing “good fit” leads • They have to stay organised and efficient to remain competitive • They need content to add value and help them sell • They need to take a resourceful and consultative approach but they cant do this without the right tools and insights
  • 12. 40% of sales people say getting a response from a prospect was harder than it was 2 years ago 1 in 4 companies say their sales and marketing teams are “rarely aligned” or “misaligned” Of companies who say their marketing strategy is effective, 82% have a tightly aligned sales and marketing team Source: State of Inbound, 2016
  • 13. HOW can YOU Enable Your Sales Team? 5 Sales Enablement Strategies to Empower your Sales Team
  • 14. SALES ENABLEMENT STRATEGY #1 DEVELOP A DEEP UNDERSTANDING OF YOUR IDEAL BUYER PERSONA
  • 16. You Might THINK You Know Who They Are… • When was the last time sales and marketing sat down to review your ideal buyer persona together? • Is marketing creating content for a different audience? • Who are sales talking to?
  • 17. BUYER PERSONAS Start with one segmentation at the company level (like industry) and one at the individual level (like role).
  • 18. EXAMPLE PERSONAS • Persona A: VP of Sales at a Technology Company • Persona B: Director of Recruiting at a Technology Company • Persona C: CEO at a Technology Company
  • 19. Nail Your Buyer Persona • Don’t guess your buyer persona • Conduct interviews with key stakeholders and customers • Discover demographic information, pain points, values, goals • Create and incentivise customer surveys • Create an exclusionary or negative persona • Continually analyse data and use experience to iterate and improve
  • 20. SALES ENABLEMENT STRATEGY #2 BECOME A SMARKETER
  • 21. 87% of the terms sales and marketing use to describe each other are negative. Source: Corporate executive board summary, 2016
  • 22.
  • 23. • Goals - E.g. Marketing pipeline = sales quota • The amount of leads to be handed over and closed per month (SLA) • Criteria for a Marketing Qualified Lead • Criteria for a Sales Qualified Lead • The handoff process from Marketing to Sales SMarketing = Alignment
  • 24. Defining Goals • Start with your shared goal: Revenue • Revenue goal = £10,000 • Avg deal size: £1,000 (Current revenue/current customers) • Customers needed: 10 Revenue goal/ Avg deal size • Average lead to customer: 2% Current customers / Current leads • Leads needed: 500 Customers needed/ Avg Lead to Customer%
  • 25. Only 45% of businesses have established a company wide definition of a Sales Ready Lead. SURVEY BY MARKETINGSHERPA, HTTP://BIT.LY/ZL3SF0 Definition of a SALES READY LEAD?
  • 26. Alignment around the criteria for a quality lead
  • 27. • Contact who downloaded an ebook on lead gen, Company is 200 – 1000 employees in South London • A contact at a target company that fits buyer profile, who filled out a form to request a sales demo or start a trial • A contact at a target company who’s role makes him or her a decision maker (e.g. a VP or Director ) Examples of Sales Ready Leads (MQLs)
  • 28. Lifecycle Stages Owned by Marketing Owned by Sales Define The Handoff Process
  • 29. IMPLEMENT A CLEAR AND DEFINED SERVICE-LEVEL AGREEMENT (SLA)
  • 30. Setting Goals for Lead Nurturing S pecific M easureable A ttainable R elevant T imely An SLA defines what each team commits to accomplishing in order to support the other in reaching the shared revenue goal(s).
  • 31.
  • 32. • # marketing-generated leads • # of those leads that will close into customers • Speed that leads are followed up with • Depth of follow up • Revenue from those closed customers • Total revenue closed that month from marketing-generated leads What does an SLA Look like?
  • 33. Maintain OPEN communication • Weekly Smarketing team meeting - Review forecast, roadblocks, progress, share learnings • Monthly management meeting - Review revenue goals, challenges, team performance and quarterly outlook
  • 34. • Misalignment between sales and marketing technologies and processes costs B2B companies 10% of revenue or more per year. • Companies with good smarketing practices in place generated 208% more revenue from marketing efforts. • When sales and marketing teams work together, companies see 36% higher customer retention and 38% higher sales win rates. Why you NEED to become a Smarketer Source: Smarketing survey, HubSpot, 2015
  • 35. SALES ENABLEMENT STRATEGY #3 USE THE RIGHT TOOLS
  • 36. Use an effective CRM, integrated with your marketing tools • Monitor all prospect activity within the contact timeline • Make, log and record calls • Save notes to contacts record • Assign sales opportunities • Keep a close eye on your sales forecast with dashboards • Track overall performance and productivity
  • 37. Provide your sales team with carefully crafted, ready made email templates • Congratulations email • Provide value email • Send company content • Follow up from a phone call • Responding to social media posts • Company Announcement
  • 38. ARM YOUR SALES TEAM WITH QUALITY OUTREACH CONTENT
  • 39. OUTREACH CONTENT Personalise the entire sales experience to the buyer’s context. This includes: ● Type of organisation the buyer is from ● Who the buyer is within that organisation ● The stage the buyer is at in their buying journey
  • 40. Map the Content to the Buyers Journey Awareness Consideration Decision  Guides  Tips Sheets  Checklists  Kits  Templates  Worksheets  Webinars  Case Studies  Reports  E-books  Podcasts  Whitepapers  Trials  Demos  Consultations  Estimates or Quotes  Coupons  Discount codes
  • 41. 83% of b2b buyers only want to hear from you if you are able to be relevant and contextual. Source: IDC Study, Marketing Sherpa
  • 42. Effective marketing is all about the right context and automated lead nurturing makes it easy to be timely and relevant. YOU GET OUTREACH CONTENT! WE ALL GET OUTREACH CONTENT!
  • 43. RELY ON DATA. SALES ENABLEMENT STRATEGY #4
  • 44. • Track leads by source • Track leads by campaign • Number of MQLs • Number of SQLs Use Marketing and Sales Dashboards
  • 45. • Reach • Leads generated • Revenue and Revenue pipeline • Visit to Lead % • Lead-to-Marketing Qualified Lead (MQL) % • Leads Worked-to-Leads Connected % • MQL-to-Opportunity % • Opportunity-to-Customer % • Lead-to-Customer % Sales Enablement Metrics
  • 46. • Reach • Leads generated • Revenue and Revenue pipeline • Visit to Lead % • Lead-to-Marketing Qualified Lead (MQL) %: • Leads Worked-to-Leads Connected %: • MQL-to-Opportunity %: • Opportunity-to-Customer % • Lead-to-Customer % SALES ENABLEMENT METRICS
  • 47.
  • 48. • Reach • Leads generated • Revenue and Revenue pipeline • Visit to Lead % • Lead-to-Marketing Qualified Lead (MQL) %: • Leads Worked-to-Leads Connected %: • MQL-to-Opportunity %: • Opportunity-to-Customer % • Lead-to-Customer % SALES ENABLEMENT METRICS
  • 49. SALES ENABLEMENT STRATEGY #5 Train your Sales team to be Sales People