Selling subscriptions in the cloud requires different strategies and tactics, as compared to traditional software sales. Join us to hear directly from our own sales team as they discuss important topics like actionable web marketing, lead qualification, lead conversion, nurturing email strategies, and more. This session is primarily for marketing managers, sales professionals, and sales operations
Mastering the Direct Sales Model for ISVs - Dreamforce 2012 - 9/20
1. Mastering The Direct Sales Model
AppExchange Partner Program
Lauren Vaccarello, Scott Keane, Mike Wolff,
Sr. Director, Online Marketing VP Sales Development AVP, Commercial Sales, ESB
@laurenv @scottckeane @mike_wolff
2. Safe harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if
any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-
looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of
product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of
management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and
customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with
possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and
motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-
salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial
results of salesforce.com, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This documents and
others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may
not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently
available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
22. A/B (or A/B/N) Testing
Testing method where a control experience or web page element is compared to one or more sample experiences or elements in
order to improve conversion rate or other performance metrics.
AKA: Split testing, bucket testing
Landing Pages Images
VS VS
whichtestwon.co quora.com/A-B-
m Testing
23. Test Design
Hypothesis
Removing Form requirements for Demo Video views will decrease
form completions, but increase lead quality and generate a lift in
Leads, Opportunities and Pipeline.
Test Population
• Prospects only
Test Duration
• 4 tests, spread over a 10 month period
Criteria for Winning
• Opportunities and Pipeline
29. How We Work With Sales
Clear Communications Regular Calls Shared
About Marketing Goals
30. Wrapping It All Up
1. Align your marketing goals with
what drives the business
2. Always be testing
3. Work together with sales to
maximize success
34. Sales Development at Salesforce.com: Two Roles
Enterprise Business Rep (EBR) Sales Representative (SR)
Aligned with Account Executives Handle inbound leads
Generate net new opportunities Qualify opportunities
Training ground for future Aes Face of salesforce.com
Maximize what is in Salesforce Training ground for future EBRs
34
35. ~170 SRs will follow up on over 300,000 leads this year
Sales Representatives
Lead Drivers Account Executives
Online Marketing
Email
3rd Party Lead Gen Programs
1-800-NO-SOFTWARE
Offers
Free Trial / Demo / Events
35
36. “First Face to the Customer” Drives Our SR Model
24 hour turn-around SLA on leads
Create a lead for every response & first SR to
“touch” (reach out to) a prospect owns the lead
Five to ten activities before archiving
Lead Statuses used to manage interactions
Open – Working – Converted or Archived
Once Archived, the lead continues to be touched through
the Marketing Nurture drip campaign
36
37. Rules of Engagement (ROE) Are SR Law KEY INFO!
If existing Opportunity, pass to AE
If AE “touch” last 30 days, pass to AE
If EBR “touch” last 90 days, pass to EBR
If SR “touch” last 30 days, pass to SR
If none of the above apply
WORK THE LEAD
37
38. SRs are “Politely Persistent” in their Follow-up
Day 1 Day 3 Day 10 Day 17 Day 24 Day 30+
Email & Email & Email & Email & Email &
Marketing
Phone Phone Phone Phone Phone
Nurture
Call Call Call Call Call
- Thank you for - Voicemail - Voicemail - Voicemail - Voicemail - Voicemail
your interest follow-up follow-up follow-up follow-up follow-up
- Initial point of - When should - What is a - Provide a - Are you still - Assume that
contact to we connect for a convenient time specific time for a evaluating? you are no
understand your call? to discuss call longer
business possible cost - Don’t want to evaluating our
effective ways to - Unsure if we can disturb you or fill services
- Attempt to utilize our do business; up your inbox
arrange call service? would like to unnecessarily - If still
discuss if our interested, let
service is in-line me know
with your business
needs.
42. Keys for Direct Sales Success
Small Business is BIG Business
Hire the best
Build a #EFFORT Mindset
Prepare for Success
Own the Sales Process
Real Time…All the Time
Drive Consistent Change
42
43. Small Business is BIG Business
95 Account Executives/10 teams
36,000 opportunities ENTERPRISE
Checkers vs. Chess - $$$ to $$$,$$$
MID-MARKET
Geography focused
First revenue producing AE role
SMALL BUSINESS
95% Phone and GoToMeeting Based
43
44. We Want You!
Consultative Sales Skills
Strategic Thinkers
Genuine Curiosity
Competitive/Collaborative
Continuous Learners
Work Ethic
44
45. Between the Ears - #EFFORT
Proactive
Team Oriented
First In and Last Out
Positive and Solution Oriented
Resourceful
Attention to Detail
Strategic
Goal Focused
Sense of Urgency
NO Regrets
45
47. Own the Sales Process
SELF F/U ON
EVAL ACTION
ITEMS
LEAD INTRO CLOSE
DISCO PROOF NEXT STEPS NEG
1 2 3 4 5 6
OMITTED PIPELINE BEST CASE COMMIT
48. Checkers vs. Chess
Transactional Strategic
-Consumer vs. Business -Business Evaluation
-Website test -Value technology
-Buyer’s Role -Company priority
-Lack of business justification -Build business case
-Willingness to buy into process -Buy into process
48
50. The Only Constant is Change
Monthly Ops Reviews
Weekly 1:1s
Break things before they break you
Over Communicate
50
51. Direct Sales Success Lessons Learned
Hire the best
Build a #EFFORT Mindset
Prepare for Success
Own the Sales Process
Real Time…All the Time
Drive Consistent Change
51
52. Lauren Vaccarrello Scott Keane Mike Wolff
Sr. Director, Online Marketing VP, Sales Development AVP, Commercial Sales-ESB
@Laurenv @scottkeane @Mike_wolff
53. A Few Reminders. . .
Why Work With a PDO Partner Success Experts
Innovation Theater and Lounge
1:1 Success Clinics
Innovation Theater and Lounge
Need to relax? Have a massage!
Check out the Partner Hub
540 Howard Street
Survey (Session Record) Cloud Crawl (Thursday Night)
Follow us on Twitter @partnerforce
54. Partner Hub – Speaker Debrief
Why Work With a PDO
Partner
Success
Clinics
Welcome Desk
Speaker
Debrief
Area
57. SR Success – People, Process, Accountability
Recruiting and Training: Find the right people and invest in their success
Rules of Engagement: The Law that rules “SR Nation”
Process: Focus on the right leads, efficient and prioritized follow-up
Layered Questions: Tell me more about that …
Measured Accountability: Dashboard-driven culture
Co-opetition: Stack-ranked, be a good teammate, share best practices
57
58. SRs Use Lead Status Values to Manage Leads
Is a “Lead” Not a “Lead”
Open Bad Data
Working Personal Interest
Archived – No Interest Partner Interest
Archived – Future Interest
Existing Contact – Current Oppty
EBR Lead
Existing Contact – Recent Activity
Qualified – 1-14
Existing Contact – No Opportunity
Qualified – 15-50
Qualified – >50
58
59. SR Success Begins with Investment in Human Capital
Recruiting Onboarding Coaching/Training