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A Focus on Growth

Creating growth opportunity…and value




                                        1
PI Worldwide since 1955




PI Worldwide:
Founded 1955
45 Offices globally
250 Consultants
Active in 143 countries
PI in 63 languages
7,500 plus clients
45,000 analysts



                          PI Clients   PI Licensee Representation   Future


                                                                             2
PI Process




• Accurate Statistical Assessment
• Informed, targeted training
• Proven Management Skills
• Expert Consulting

                                    3
PI Application Model




                       4
Predictive Index®




                    5
What PI Measures


               SKILLS   EXPERIENCE

                                 ATTITUDES
                                     &
                                  VALUES
  KNOWLEDGE
                                     INTERESTS

EDUCATION                              LITERACY
    &                                      &
 TRAINING                              LANGUAGE

INTELLIGENCE                             PHYSICAL
                                            &
                                          HEALTH

       MOTIVATING NEEDS
       BEHAVIORS/DRIVES
        APTITUDES/STYLES
Predictive Index


• The PI Organization Survey checklist
  assesses the motivating needs and
  resulting work behaviors of individuals

• The PRO Worksheet for Job Analysis
  translates the demands of a job into a
  pattern.



                                            7
Comprehensive…


                 PI Organization Survey
                        Checklist
                   The Behavioral Pattern




                     The JobPRO
                   The Job Analysis

                                      8
PI Application Model




                       9
Predictive Leadership Series
                 modules
                Predictive
                 Selling                    Setting the
  Predictive                   Personal     Right Goals
Selection and
                             Development
 Interviewing
                              Strategies

                                                              People Smart
                                           Building          Communication
                                            Teams




                                                      Resolving
                                                       Conflict

                                                                    Leading Vs.
                                                                     Managing



                                                          Empowering
       PI                                                     Your
                                                          Organization
                                                                                  10
Selling Skills Assessment Tool
             (SSAT)
                &
  Customer-focused Selling
              (CFS)



                                 11
What is SSAT

SSAT is an easy to administer online survey, takes 25 – 30
mins to complete.
Contains 25 targeted scenario based questions that assess
the critical skills required for successful consultative selling.
Measures:
      Open – Building Trust and credibility
      Investigate – Identifying client needs
      Present – Presenting products and services and articulating value
      Confirm – Handling objections and gaining agreement for sale
      Position – Creating customers for life with effective positioning


SSAT is available in many versions to accommodate various
sales positions and industries
                                                                   12
Output

SSAT provides accurate statistical data that
mirrors your organizational structure
View of Sales of effectiveness could be through:
  Individual reports
  Overall summary of the entire sales team
  Evaluation by department
  Evaluation by geography
  Evaluation by title
  Or any other grouping you may choose…

                                             13
SSAT Diagnostic Tool:
              Sales Volume Relationship




SSAT Sales               SSAT Sales            SSAT Sales            SSAT Sales
 MUSCLE                 EXECUTION             KNOWLEDGE              LEVERAGE
(identifies strength)   (knowing-doing gap)   (skills development)   (remove obstacles)
                                                                                  14
Customer-focused selling




                           15
What is Customer Focused
            Selling (Concept)
CFS is a consultative sales process – puts the needs of the
customer first
It’s a solution based approach
Sales rep works actively with a buyer in an atmosphere of
earned trust and two way communication

Benefits and Outcomes
  Increased Sales Volume
  Improved Close ratio
  More efficient and productive use of selling time
  More effective Sales Management Process
  Larger cross – selling volume
  Increased repeat and referral business
  Better differentiation from the competition
                                                       16
Customer-Focused Selling

                        Open
                        Build Trust & Credibility
Position
Build Long-term
Relationships

                                          Investigate
                                          Identify the Motivating
                  Prospect/               Buying Factor

                    Client
  Confirm
  Gain
  Agreement                           Present
                                      Apply Judgment &
                                      Offer Solutions


                                                            17
Some achievements

• Call Tower inc a $10million telecom company
  in San Francisco increased sales by 20% and
  positioned themselves for IPO

• A Bioscience company increased sales by
  40% using SSAT & CFS

• A global Public Relations Company
  exceeded sales goals by 18%

                                            18
Thank you




            19

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Introduction To PI Worldwide

  • 1. A Focus on Growth Creating growth opportunity…and value 1
  • 2. PI Worldwide since 1955 PI Worldwide: Founded 1955 45 Offices globally 250 Consultants Active in 143 countries PI in 63 languages 7,500 plus clients 45,000 analysts PI Clients PI Licensee Representation Future 2
  • 3. PI Process • Accurate Statistical Assessment • Informed, targeted training • Proven Management Skills • Expert Consulting 3
  • 6. What PI Measures SKILLS EXPERIENCE ATTITUDES & VALUES KNOWLEDGE INTERESTS EDUCATION LITERACY & & TRAINING LANGUAGE INTELLIGENCE PHYSICAL & HEALTH MOTIVATING NEEDS BEHAVIORS/DRIVES APTITUDES/STYLES
  • 7. Predictive Index • The PI Organization Survey checklist assesses the motivating needs and resulting work behaviors of individuals • The PRO Worksheet for Job Analysis translates the demands of a job into a pattern. 7
  • 8. Comprehensive… PI Organization Survey Checklist The Behavioral Pattern The JobPRO The Job Analysis 8
  • 10. Predictive Leadership Series modules Predictive Selling Setting the Predictive Personal Right Goals Selection and Development Interviewing Strategies People Smart Building Communication Teams Resolving Conflict Leading Vs. Managing Empowering PI Your Organization 10
  • 11. Selling Skills Assessment Tool (SSAT) & Customer-focused Selling (CFS) 11
  • 12. What is SSAT SSAT is an easy to administer online survey, takes 25 – 30 mins to complete. Contains 25 targeted scenario based questions that assess the critical skills required for successful consultative selling. Measures: Open – Building Trust and credibility Investigate – Identifying client needs Present – Presenting products and services and articulating value Confirm – Handling objections and gaining agreement for sale Position – Creating customers for life with effective positioning SSAT is available in many versions to accommodate various sales positions and industries 12
  • 13. Output SSAT provides accurate statistical data that mirrors your organizational structure View of Sales of effectiveness could be through: Individual reports Overall summary of the entire sales team Evaluation by department Evaluation by geography Evaluation by title Or any other grouping you may choose… 13
  • 14. SSAT Diagnostic Tool: Sales Volume Relationship SSAT Sales SSAT Sales SSAT Sales SSAT Sales MUSCLE EXECUTION KNOWLEDGE LEVERAGE (identifies strength) (knowing-doing gap) (skills development) (remove obstacles) 14
  • 16. What is Customer Focused Selling (Concept) CFS is a consultative sales process – puts the needs of the customer first It’s a solution based approach Sales rep works actively with a buyer in an atmosphere of earned trust and two way communication Benefits and Outcomes Increased Sales Volume Improved Close ratio More efficient and productive use of selling time More effective Sales Management Process Larger cross – selling volume Increased repeat and referral business Better differentiation from the competition 16
  • 17. Customer-Focused Selling Open Build Trust & Credibility Position Build Long-term Relationships Investigate Identify the Motivating Prospect/ Buying Factor Client Confirm Gain Agreement Present Apply Judgment & Offer Solutions 17
  • 18. Some achievements • Call Tower inc a $10million telecom company in San Francisco increased sales by 20% and positioned themselves for IPO • A Bioscience company increased sales by 40% using SSAT & CFS • A global Public Relations Company exceeded sales goals by 18% 18
  • 19. Thank you 19