Sales Acceleration Summit - This session is now available on demand: http://www.insidesales.com/events/2014/sales-acceleration-summit/mike-gerholdt-with-matt-bertuzzi-and-becky-webster
Session Overview
Those inside sales reps supporting the top of the funnel are the power users of any Salesforce instance. Yet making CRM work for them is an afterthought, at best.
In this session I’ll share several quick ideas for how Sales Leaders can remove extra clicks, streamline burdensome process, and add huge value for ADRs/BDRs/SDRs. This session is about hacking Salesforce to empower not encumber those reps working the top of the funnel. The goal is building a CRM that works for reps - not making reps work for it.
13. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
Effective Communication is Key!
Sales reps spend... Sales VPs spend...
Less time: • Finding answers to customer questions
• Finding product information
• Entering data
• Updating their teams and managers
• Hunting for updates
• Reporting progress
More time: • Prospecting new customers
• Nurturing existing customers
• Solving customer problems
• Closing deals
• Focusing on customer & market
strategy
• Coaching their reps
14. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
Salesforce Chatter is a Powerful Tool
• Creates context
• Increases engagement
• Improves efficiency
• Deepens insight
• Accessible from anywhere
15. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
Tip #1: Create the Core Group Structure
Internal
Functions
Sales
Marketing
Legal
HR
IT
Regions
Northwest
Mid-Atlantic
Northeast
Southwest
Rocky
Mountain
Products
Product A
Product B
Product C
Product D
Sales
Sales teams
Competitive
Intel
Engineers
Sales
operations
Employee
Engagement
Thank You!
Customer
Successes
Ask the CEO
Competitive
Intel
16. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
Best Practices: Core Chatter Group
Group owners =
business leaders
Standard
naming
convention
Link to groups
map from home
tab
Determine
required groups
and auto-add
•“Chattomate” is an
app that can help
17. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
Tip #2: Make Content Accessible
• Use Chatter groups to
publish standard content
• Leverage Content Libraries
• Invest in the Information
sections
18. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
Best Practice: Publish Valuable Content
Highlight up-to-date
product information
to remind reps of
current customer
offers
Promote upcoming
events or training
Create consistent
resources in each of your
product groups; link to
Content Packs
Connect the group to
relevant CRM data
19. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
After the Foundation is Set…
Identify an owner Enable publisher actions
Manage object feed
settings
Measure the impact of
Chatter on your Sales
organization
•Indicee Analytics for Chatter
and Sales
20. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
You’ve Only Just Begun!
Creating a solid foundation is an important first step, but remember…
@BeckyMaeW
bwebster@acumensolutions.com
21. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
Accelerating Customer Relationships
3 tips for Communication Success
23. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
Clearly communicate the process
• First day of training should NEVER be the last.
• Who has the handoff?
• Create a Sales Roadmap
24. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
Align the technology
• Technology should support the process, not
hinder it.
• “It would be nice if Sales could…”
• “I don’t know, I just put notes in that field.”
• “I just know you need to check this box.”
25. #SalesSummit | @mattbertuzzi, @BeckyMaeW, @MikeGerholdt
Third Person Notes
• Assume the ‘Future You’ is reading the notes.
• Makes it easy for hand-offs and team selling
• Forces you to restate the key facts.
– “On March 4th You told Sales Acceleration Summit
that you would call them back and send them slides.”
Notas do Editor
Give my take on accelerating sales by reducing CRM dragSpecifically reducing drag for those Top of the Funnel reps (inside sales, ADRs, BDRs, LGRs)
In the next 5 minutes going to share 7 tipsYou can put into use tomorrowTremendous ideas from 6 really smart folks (and a decent idea from yours truly)
Useful on page layouts + In list views + reportsReally about planning your ideal day – if I want to ‘call early’ or ‘call at lunch’ where is it early RIGHT NOW
You can make this manual OR you can use a formula to try to help repsDoesn’t end in 0 or 5, etc. It isn’t about perfection it is about shaving seconds and reducing drag
reduce drag , Accelerate sales
Your internal Chatter Group structure should reflect the organizational structure (teams, departments, regions, product lines, etc)Use a consistent naming convention for different categories of groupsGroup owners should be the organizational representative for that groupFor groups with Executives as owners, consider assigning a Community Manager to help them manage the group’s information, content, and conversationsHelp Executives understand what’s in it for themTip: Create a custom home page component that links to groups or an organizational group map
Ultimately the goal is to ensure that:a) the relevant people are members of the group (i.e. whomever is on that team) who all have a clear understanding of intention and use cases, andb) that valuable information is published through the group’s information section as well as in the feed.
Use Chatter Groups as a tool to organize & publish Sales Collateral stored in Content PacksContent Libraries act as the back end, while the Group’s information section is the front endMake the most of the “Information” Section – it is very powerful!