Rapid insights offer brief

Cole Whitney
Cole WhitneySenior Client Executive, Verizon em Verizon
RapidInsights™
Date: Q12013
Authors:
AndrewB.Rauch-Partner
Confidential-SalesOverDriveLLC,2012
PAGE:
speed direction
performance
1
PAGE: Confidential-SalesOverDriveLLC,2012
RapidInsights-RapidImpact-RapidCoaching
2
RapidInsightsSnapshot™
0
1
2
3
4
5
6
7
8
9
10
Product/Service Markets Message Management Momentum Model Revenue Process Talent Technology Measurement
7.0
5.0
3.5 3.5
2.5
5.0
4.0
3.5
3.0
4.5
high
performance
stuck
performance
under
performance
Quantitativesnapshotofyourcorerevenuedrivers
PAGE: Confidential-SalesOverDriveLLC,2012
RapidInsights-RapidImpact-RapidCoaching
3
Markets
• Targeting
• Know your
Customers
• Know your
Competition
Message
• Elevator Pitch
• Message Mapping
• Brand
Management
• Selling Culture
• Face to Market
• Leadership
Momentum
• Key Account Development
• Channel Development
• Influence the Influencers
• Communication Channels
Revenue Model
• Transaction vs.
Relational
• Direct vs. Indirect
• Inbound vs. Outbound
• Value Disciplines
Product/
Service
• Product/Service
Superiority
• Positioning
• Value
• Pricing
Revenue Process
• Defined Revenue
Process
• Revenue Planning
• Compensation Plans
• Toolkits
Technology
• Data Mgmt.
• Lead to Revenue Mgmt.
• Relationship Mgmt.
Talent
• Recruiting
• Teaming
• Training
• Coaching
• Mentoring
Measurement
• Dashboard
• Pipeline Mgmt.
• Analytics
RapidInsightsSnapshot™
Quantitativesnapshotofyourcoredrivers&keyaccelerators
On Par Performance Stuck Performance Poor Performance
High Performance
PAGE: Confidential-SalesOverDriveLLC,2012
RapidInsights-RapidImpact-RapidCoaching
4
1 2 3 4 5
Markets
• Identify the market
sandbox
(data visualization) and
how big (5.3M seats).
• Develop a SWOT on
top 3-5 competitors.
• Develop a SWOT from
the point of view for
top 3-5 competitors.
• Identify and and
develop ideal customer
profile.
• Identify and target top
100 by top 5 industries.
Message
• Update and develop
Elevator pitch.
• Update and develop
message map for ideal
targets by buying roles.
• Consider brand name
of GeoSales only.
Management
• Consider developing a small
advisory board with focus
on helping with face-to-
market.
• Consider developing 1-3
"certified" implementation
partners leading to VAR.
Momentum
• Surgical targeting and implement
key account focus, development
process and toolkit(s).
• Develop channel strategy for key
technology partners and
toolkit(s).
• Identify channel strategy for key
data partners and toolkits(s).
• Influence the Influencers -
Developing top 20 list of
key centers of influence in the
market to "influence".
• Communication Channels - direct,
internet, PR and Analysts
Relations , Thought Leadership
Content (Video, Radio, Blog)
Product/Service
• Product - mitigate risk
with additional mapping
technology and
prospect data providers.
• Positioning - GeoMap is
better (much more
intelligent) way to analyze,
map and model data.
• Pricing -Update service
agreements and "use" of
mapping and prospect
data to mitigate unlimited
use of maps and improve
profitability.
• Pricing - margins
and predictability.
RapidInsightsScorecard™
Qualitativeandactionablesnapshotofyourcoredrivers&relatedaccelerators
PAGE: Confidential-SalesOverDriveLLC,2012
RapidInsights-RapidImpact-RapidCoaching
5
6 7 8 9 10
Revenue Process
• Develop and implement
a relational sales and
marketing process
centered on key account
development and client
service.
• Develop and implement
revenue plan with key
metrics and scorecards.
• Align marketing and sales
talent to relational sales
process and product
leadership focus.
• Implement sales
and marketing toolkits for
relational  revenue 
process  .
Technology
• Leverage current CRM
platform and expertise to
align with relational
marketing and sales  
process.
Measurement
• Leverage current CRM
with revenue process
installed to
build dashboards for
marketing, sales and
client services.
• Develop a weekly,
monthly and quarterly
KPI's and reporting as
needed.
• Capture and re-
use marketing, sales,
service and  competitive 
best practices.
Revenue Model
• Key focus in the near
term to focus on
relational and direct
selling revenue
model for maximum
leverage.
• Limit and maximize a
few well aligned
"partners" in the near
term to maximize
resources.
• Align service and
value premise as a
"product leader"
operating  model.
RapidInsightsScorecard™
Qualitativeandactionablesnapshotofyourcoredrivers&relatedaccelerators
Talent
• Develop job descriptions
that align with revenue
model for sales and
marketing resources.
• Develop measurement and
reward system.
• Develop optimal teaming
model to include sales
talent, SME's and client
services.
• Develop coaching and
mentoring protocols for
both executive, sales and  
marketing  team.
PAGE: Confidential-SalesOverDriveLLC,2012
RapidInsights-RapidImpact-RapidCoaching
6
2
1
3
4
Marketing
• Add product marketing leader
• Add Interim Leadership
• SWOT and competitive analysis
of data visualization landscape
• Identify top 100 ideal target
accounts
• Identify top 20 data technology
and service provider partners
Communication
• Add marcom leader
• Add MSP’s
• Finalize elevator pitch and
message mapping
• Update key communication
assets to include website, ppt,
and case studies and product
leadership content.
• integrated channels to include
direct, internet, SEO, PR,
Analysts and Investor Relations
• Add marketing automation
platform.
Goals
Selling
• Add Inside Sales Professional(s)
• Add key account Professional(s)
• Add business Development
Professional(s)
• Add Interim Leadership
• Install Revenue Plan
• Install sales process and training
• Install, KPI’s, Scorecards and
dashboard
• Install Measurement & Rewards
• Optimize CRM
Serving
• Add Account Manager(s)
• Install Account Management Process
• Develop KPI’s and Scorecards
• Capture & Re-use Best Practices
• Document successes & competition
Key Impact Areas
1. Pricing and Terms
2. Targeting
3. Sandbox and Competitors
4. Messaging and Communication  Channels
5. Key Account Development
6. Centers of Influence
7. Relational Revenue Process
8. Resources Optimized for model
9. KPI's and Measurement
10. Capture and Re-use Best Practices
Strategicandtacticalpathwayforsustainedrevenuegrowth
$1M
RapidInsightsRoadmap™ $5M
$15M
Market
Leadership
Operational
Scale
Sustained Revenue
Growth
PAGE: Confidential-SalesOverDriveLLC,2012
RapidInsights-RapidImpact
7
(B) Add Product Marketing
Professional - Fractional
Recruiting
Optimize CRM
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
(A) Add Marketing Communication Professional
Add MSP’s and List Optimization
(A) Add inside Sales Professional(s)
(A) Add Key Accounts and Channel Development Professional
Add Client Services Professional
Interim Marketing and Sales Leadership
Install Marketing Automation
Recruiting
Recruiting
SWOT
Digital
Assets
1. Internet Marketing (Video, Newsletters,Whitepapers, PPT etc)
2. Direct Marketing (WebSite, SEO and Internet)
3. Influence the Influencers - PR - Analysts Relations - Trade Shows
Install Sales Process,Tools, Dashboards
Recruiting
Install
Acct .Mgmt
Process
Trade Shows
1 de 7

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Rapid insights offer brief

  • 2. PAGE: Confidential-SalesOverDriveLLC,2012 RapidInsights-RapidImpact-RapidCoaching 2 RapidInsightsSnapshot™ 0 1 2 3 4 5 6 7 8 9 10 Product/Service Markets Message Management Momentum Model Revenue Process Talent Technology Measurement 7.0 5.0 3.5 3.5 2.5 5.0 4.0 3.5 3.0 4.5 high performance stuck performance under performance Quantitativesnapshotofyourcorerevenuedrivers
  • 3. PAGE: Confidential-SalesOverDriveLLC,2012 RapidInsights-RapidImpact-RapidCoaching 3 Markets • Targeting • Know your Customers • Know your Competition Message • Elevator Pitch • Message Mapping • Brand Management • Selling Culture • Face to Market • Leadership Momentum • Key Account Development • Channel Development • Influence the Influencers • Communication Channels Revenue Model • Transaction vs. Relational • Direct vs. Indirect • Inbound vs. Outbound • Value Disciplines Product/ Service • Product/Service Superiority • Positioning • Value • Pricing Revenue Process • Defined Revenue Process • Revenue Planning • Compensation Plans • Toolkits Technology • Data Mgmt. • Lead to Revenue Mgmt. • Relationship Mgmt. Talent • Recruiting • Teaming • Training • Coaching • Mentoring Measurement • Dashboard • Pipeline Mgmt. • Analytics RapidInsightsSnapshot™ Quantitativesnapshotofyourcoredrivers&keyaccelerators On Par Performance Stuck Performance Poor Performance High Performance
  • 4. PAGE: Confidential-SalesOverDriveLLC,2012 RapidInsights-RapidImpact-RapidCoaching 4 1 2 3 4 5 Markets • Identify the market sandbox (data visualization) and how big (5.3M seats). • Develop a SWOT on top 3-5 competitors. • Develop a SWOT from the point of view for top 3-5 competitors. • Identify and and develop ideal customer profile. • Identify and target top 100 by top 5 industries. Message • Update and develop Elevator pitch. • Update and develop message map for ideal targets by buying roles. • Consider brand name of GeoSales only. Management • Consider developing a small advisory board with focus on helping with face-to- market. • Consider developing 1-3 "certified" implementation partners leading to VAR. Momentum • Surgical targeting and implement key account focus, development process and toolkit(s). • Develop channel strategy for key technology partners and toolkit(s). • Identify channel strategy for key data partners and toolkits(s). • Influence the Influencers - Developing top 20 list of key centers of influence in the market to "influence". • Communication Channels - direct, internet, PR and Analysts Relations , Thought Leadership Content (Video, Radio, Blog) Product/Service • Product - mitigate risk with additional mapping technology and prospect data providers. • Positioning - GeoMap is better (much more intelligent) way to analyze, map and model data. • Pricing -Update service agreements and "use" of mapping and prospect data to mitigate unlimited use of maps and improve profitability. • Pricing - margins and predictability. RapidInsightsScorecard™ Qualitativeandactionablesnapshotofyourcoredrivers&relatedaccelerators
  • 5. PAGE: Confidential-SalesOverDriveLLC,2012 RapidInsights-RapidImpact-RapidCoaching 5 6 7 8 9 10 Revenue Process • Develop and implement a relational sales and marketing process centered on key account development and client service. • Develop and implement revenue plan with key metrics and scorecards. • Align marketing and sales talent to relational sales process and product leadership focus. • Implement sales and marketing toolkits for relational  revenue  process  . Technology • Leverage current CRM platform and expertise to align with relational marketing and sales   process. Measurement • Leverage current CRM with revenue process installed to build dashboards for marketing, sales and client services. • Develop a weekly, monthly and quarterly KPI's and reporting as needed. • Capture and re- use marketing, sales, service and  competitive  best practices. Revenue Model • Key focus in the near term to focus on relational and direct selling revenue model for maximum leverage. • Limit and maximize a few well aligned "partners" in the near term to maximize resources. • Align service and value premise as a "product leader" operating  model. RapidInsightsScorecard™ Qualitativeandactionablesnapshotofyourcoredrivers&relatedaccelerators Talent • Develop job descriptions that align with revenue model for sales and marketing resources. • Develop measurement and reward system. • Develop optimal teaming model to include sales talent, SME's and client services. • Develop coaching and mentoring protocols for both executive, sales and   marketing  team.
  • 6. PAGE: Confidential-SalesOverDriveLLC,2012 RapidInsights-RapidImpact-RapidCoaching 6 2 1 3 4 Marketing • Add product marketing leader • Add Interim Leadership • SWOT and competitive analysis of data visualization landscape • Identify top 100 ideal target accounts • Identify top 20 data technology and service provider partners Communication • Add marcom leader • Add MSP’s • Finalize elevator pitch and message mapping • Update key communication assets to include website, ppt, and case studies and product leadership content. • integrated channels to include direct, internet, SEO, PR, Analysts and Investor Relations • Add marketing automation platform. Goals Selling • Add Inside Sales Professional(s) • Add key account Professional(s) • Add business Development Professional(s) • Add Interim Leadership • Install Revenue Plan • Install sales process and training • Install, KPI’s, Scorecards and dashboard • Install Measurement & Rewards • Optimize CRM Serving • Add Account Manager(s) • Install Account Management Process • Develop KPI’s and Scorecards • Capture & Re-use Best Practices • Document successes & competition Key Impact Areas 1. Pricing and Terms 2. Targeting 3. Sandbox and Competitors 4. Messaging and Communication  Channels 5. Key Account Development 6. Centers of Influence 7. Relational Revenue Process 8. Resources Optimized for model 9. KPI's and Measurement 10. Capture and Re-use Best Practices Strategicandtacticalpathwayforsustainedrevenuegrowth $1M RapidInsightsRoadmap™ $5M $15M Market Leadership Operational Scale Sustained Revenue Growth
  • 7. PAGE: Confidential-SalesOverDriveLLC,2012 RapidInsights-RapidImpact 7 (B) Add Product Marketing Professional - Fractional Recruiting Optimize CRM 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 (A) Add Marketing Communication Professional Add MSP’s and List Optimization (A) Add inside Sales Professional(s) (A) Add Key Accounts and Channel Development Professional Add Client Services Professional Interim Marketing and Sales Leadership Install Marketing Automation Recruiting Recruiting SWOT Digital Assets 1. Internet Marketing (Video, Newsletters,Whitepapers, PPT etc) 2. Direct Marketing (WebSite, SEO and Internet) 3. Influence the Influencers - PR - Analysts Relations - Trade Shows Install Sales Process,Tools, Dashboards Recruiting Install Acct .Mgmt Process Trade Shows