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Connecting the Dots: Creating a Sales Driven Organization
Ken Thoreson, President
Acumen Management Group, Ltd
Ken’s Contact Info:
Email: Ken@AcumenMgmt.com
Website: www.AcumenManagement.com and www.SalesManagementGuru.com
Top 50 Sales &
Marketing
Influencer's
2014
Partner
Business
Builder
Programs
Workshops
Keynotes,
Workshops,
Consulting
Services
Strategy,
Business
Management,
Sales
Leadership
The Sales Mgmt Guru Book
series, 5- DVD’s,
Sales Mgmt Tool Kit,
Peer Groups
Singularly Focused
Vendor, ISV, Distributor, Partner
Acceleration Focused
Programs that spur fast growth
and profits
Increase Maturity = Increasing Cloud Acceleration
Prescriptive Approach – Sales, Marketing, Operations
3
5
1 2
4
6
CloudMaturity
FOCUS
Connecting the Dots: Creating a Sales Driven Organization
Why customers are looking to Collaborate in the Cloud? -
“Business Agility”
Financial
• Opex vs. Capex
• Predictable costs/visibility
• Opportunity cost
• Lower Total Cost of
Ownership
• Reduce real estate and
energy costs
Flexibility
• Mitigate technology risk
• Faster time to market for new
collaborative applications
• Enhanced Communications
Continuity/Disaster Recovery
• Time to Value (TTV)
• Scalability – Up/Down
Globalization
• Rapid initiation of UC&C Svs
• Expanded features to the
extended enterprise
• Standard services for all
employees
• Centralized management
• From complexity to
simplicity
Strategic Advantage
• Core vs. Context
• Evergreen software
• Acceleration of business
strategy
• Service Level Agreements
• Broader feature adoption
• Facilitation of BYOD
4/13
(PHASE I)
DEFINE
NEEDS
(PHASE II)
EVALUATE
SOLUTIONS
(PHASE III)
EVALUATE
RISK
LEVELOFCONCERN
T I M E
Risk
Cost
Needs
Proofs
Needs
Cost
Proofs
Risk
Buyer Emotional Concerns
Buying Phases
The Customer Journey
Awareness Image Evaluation Trial Loyalty
Changing
Perceptions
Generating
Demand
The series of steps through which a customer must
progress in adopting a brand or product.
Be
Productive
Connect
Employee’s
& Offices
Work From
Anywhere
Secure My
Business
Serve
Customers
Better
Customer Business Challenges
Operational Efficiency
Cost Containment
Customer Responsiveness
Revenue Growth
Increase of Market Share
Connecting the Dots: Creating a Sales Driven Organization
Keith Lubner, Managing Partner/President
Channel Consulting Corp | C3
Keith’s Contact Info:
Email: klubner@channelconsultingcorp.com
Website: www.channelconsultingcorp.com
Channel
Enablement &
Recruitment
Ecosystem
Acceleration,
Optimization,
& Productivity
Programs
Channel
Marketing
Services
Channel
Strategy,
Metrics, &
Business
Intelligence
Cloud & Mobility Channels
Development & Launches
Singularly Focused
VAR, ISV, Distributor, Retail TECH
Channels
Acceleration Focused
Programs that spur fast growth
and profits
Turning Sales People into Consultants…..
http://www.crn.com/news/channel-programs/240149808/turning-your-salespeople-into-consultants-art-
science-or-bull.htm
What is Business Guidance Selling ?
• Business Guidance Selling is a much needed
new sales process module for today’s
changing sales environment, especially
regarding cloud, mobility, and managed
services environments.
• Business Guidance leverages ANY sales
process and does not require organizations to
“rip and replace” their existing process.
Instead, organizations “leverage” and “insert”
Business Guidance into an already in-motion
sales methodology.
Business Guidance Process Accelerates Sales
Connecting the Dots: Creating a Sales Driven Organization
How do I
support
Mobility &
BYOD?
What are my
private, public
and hybrid
cloud options?
I need to rapidly
deploy new
business apps &
services
I need rapid
and secure
infrastructure
deployments
How do I
virtualize my
network and
Data Center?
BUSINESS GUIDANCE with Key IT Initiatives
Choice of
consumption models,
unrivaled
collaboration
applications and
service experiences
for any user, any
device, any location;
seamless migration
paths
Flexible,
customizable,
scalable
collaboration
delivery models,
mix/match
apps/services and
endpoints; support
of 3rd-party
applications
Simple, reliable,
secure, efficient
collaborative
workspaces for any
user, on any device,
from any location;
centralized control,
management,
administration
Integrated, simple
management tools
with pre-loaded
software images and
templates speed
deployment, local
and remote
management,
maintenance and
support
Pre-loaded software
images for all
collaboration
applications
delivered on a
virtualization-
optimized server
infrastructure
Connecting the Dots: Creating a Sales Driven Organization
Ken Thoreson, President
Acumen Management Group, Ltd
Ken’s Contact Info:
Email: Ken@AcumenMgmt.com
Website: www.AcumenManagement.com and www.SalesManagementGuru.com
Top 50 Sales &
Marketing
Influencer's
2014
Partner
Business
Builder
Programs
Workshops
Keynotes,
Workshops,
Consulting
Services
Strategy,
Business
Management,
Sales
Leadership
The Sales Mgmt Guru Book
series, 5- DVD’s,
Sales Mgmt Tool Kit,
Peer Groups
Singularly Focused
Vendor, ISV, Distributor, Partner
Acceleration Focused
Programs that spur fast growth
and profits
Solution Recommendation Worksheet
Linked to “Business Challenges” and
“I NEED TO’s”
Defined into either short or long
term Business Challenges
Ranks priority levels and description
of the prospects “Specific” business
issue and objectives
Solution Recommendation Worksheet
Creation of a Business Guidance Statement:
Defined Time Line to Implement (Roadmap)
Linked to Cisco Solutions that solve business issues
How your value and Cisco solutions solve the business issue that addresses the
Business Challenges & “ I Need To” statements and specify the specific benefits,
outcomes and results for your prospective client.
This statement will be used in the Executive Summary and IT Roadmap
Solution Recommendation Format
• Cover page
• Executive Summary-Needs Analysis
• Project History-Short Review of each
meeting
• Summary of Partner’s Organization
• Business Case for Implementation
• Investment Summary
• Terms and Conditions
• Implementation Plan
Partner
Solution
Recommendation
Include visuals/graphics to
add power and clarity:
• Visuals communicate complex ideas in
a compressed space.
• Make sure visuals are relevant to key
points.
Format
document for
easy readability:
• Use subheads and
highlight key points.
• Use bullet points for
easy scanning.
Automate the process: Template
• Only a few sections need to be recreated each time.
Automate the process by creating boilerplate information:
Background on company, biographies, products/services,
etc.
Solution Recommendation Idea’s
and Hints
Executive Summary
Communicates core message of your solution
Is concise, persuasive, compelling and one page long
Demonstrates your understanding of client needs
Is the section that your prospect reads first
Serves as a vehicle for transferring knowledge to proposal team
Provides rationale for why prospect should hire you:
State clear and specific benefits even if they seem obvious
Emphasize 3 to 5 key competitive advantages – those
factors that set you apart in the marketplace
Executive Summary
Paragraph 4:
Provide a summary of proposed solution, general description of recommended
strategies and what the expected results will be
Paragraph 2 & 3:
Describe organizational goals and how they have changed, industry trends
affecting them and current key challenges
Paragraph 1:
Describe prospect’s company, products/services, size, location, and their ‘pain’ to
demonstrate understanding of situation.
Body of Solutions Recommendation
Objectives – are they measurable?
Strategies & tactics – how you will achieve objectives?
Qualifications – how are you qualified to achieve objectives?
Fees and expenses – what is the investment?
Benefits – given those costs, what are the benefits? ROI
Justification
IT Solution RoadMap
Business Challenge Category:_________________________________
Business Value Statement: ____________________________________________________
Priority: ______________ Recommended Time Frame: _____________________
Recommended Cisco Solution Design/ Integration
•____
•____
•____
•____
How it Fits Into the Overall IT Structure:
Business Impacts:
Benefits
•_____________
•________
Solution Recommendation IT Roadmap
Long Term IT Roadmap
Business Roadmap: 18 month – 5 year
Phased Approach to Optimize Business
Customer
Responsiveness
Cost Containment
Operational Efficiency
Example:
Not Exhaustive
Time
Priority
Business
Initiative B
Business
Initiative A
Business
Initiative C
Business
Initiative D
Business
Initiative E
Business
Value Statements:
• …
• …
• …
Capabilities
Enabled
Business
Value Statements:
• …
• …
• …
Capabilities
Enabled
Business
Value Statements:
• …
• …
• …
Capabilities
Enabled
Business
Value Statements:
• …
• …
• …
Capabilities
Enabled
Business
Value Statements:
• …
• …
• …
Capabilities
Enabled
New Cisco Solutions
Example Deployment Timeline
February 1st March 1st ApOctober 1st November 1st December 1st January 1st
October 15th
Updated Draft
BOM
Presented to
Customer
Dec 30 - Jan 1st
Equipment is
staged and
delivered to
Customer
designated new
HQ facility
Installation
Nov 30th -
Equipment
arrives from
Cisco…test
envirnoment is
created at
Partner facility
and
initial
configuration
begins
Oct 30th -
Equipment is
ordered from Cisco
Systems
MPLS circuits are
ordered from Sprint
October 25st -
Executive Briefing
Review Technology
Answer Questions
"Go Ahead"
Decision is
made…order is
placed with Cisco
Capital and Partner
Partner & Cisco
Smart Business Roadmap
Dec 30-Jan 1st
Sprint Delivers
MPLS circuits
to HQ facility
Jan 1st thru Jan 25
implementation
begins
Knowledge transfer
and training
Feb 1st
iGo Live!
Connecting the Dots: Creating a Sales Driven Organization
•
•
•
•
Executive Influence
 Communication is the exchange of
thoughts, feelings, messages, and
information.
 Clear and effective transmission of a
message.
 Accomplished through speech,
writing, non-verbal expressions or
behaviors.
Executive Communication
Presentation Skills
• The differences among motivational, informational and
persuasive presentations—and how to prepare each kind
• Know something about an audience
• Find just the right stories, anecdotes and facts
• Anticipate audience questions and plan responses ahead of
time
• Time a presentation, effectively communicate a message
and not lose listeners
Connecting the Dots: Creating a Sales Driven Organization
• Use eye contact, body posture and movements to involve an audience and
convey self-confidence
• How attire makes a critical difference between earning the audience’s trust or
losing credibility
• Use recordings to improve your skills
• Dress rehearsal producing polished, confident and enthusiastic presentations
• Plan to reinforcing key points
• Use Power openers—how to use them to immediately capture the audience’s
attention and interest
• Learn to use closers that cement a message and gain the commitment of the
audience
www.AcumenMgmt.com/CloudToolKit
Get Started with…
2 Engage Partner Benefits1 Sign up for the Marketplace
www.Elevate.IngramMicroCloud.com
3 Attend the Tuesday “Trainer
Series” webinars
Begin transacting on
the Marketplace4
 Be aware of the momentum of Software-as-a-Service
 Position yourself to get your fair share
 Adopt sales and marketing processes
 Think like an insurance agent: note customer lifetime value
 Streamline and pre-package services to align with the
recurring revenue model
 Introduce new online-specific management metrics

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Connecting the Dots: Creating a Sales Driven Organization

  • 2. Ken Thoreson, President Acumen Management Group, Ltd Ken’s Contact Info: Email: Ken@AcumenMgmt.com Website: www.AcumenManagement.com and www.SalesManagementGuru.com Top 50 Sales & Marketing Influencer's 2014 Partner Business Builder Programs Workshops Keynotes, Workshops, Consulting Services Strategy, Business Management, Sales Leadership The Sales Mgmt Guru Book series, 5- DVD’s, Sales Mgmt Tool Kit, Peer Groups Singularly Focused Vendor, ISV, Distributor, Partner Acceleration Focused Programs that spur fast growth and profits
  • 3. Increase Maturity = Increasing Cloud Acceleration Prescriptive Approach – Sales, Marketing, Operations 3 5 1 2 4 6 CloudMaturity FOCUS
  • 5. Why customers are looking to Collaborate in the Cloud? - “Business Agility” Financial • Opex vs. Capex • Predictable costs/visibility • Opportunity cost • Lower Total Cost of Ownership • Reduce real estate and energy costs Flexibility • Mitigate technology risk • Faster time to market for new collaborative applications • Enhanced Communications Continuity/Disaster Recovery • Time to Value (TTV) • Scalability – Up/Down Globalization • Rapid initiation of UC&C Svs • Expanded features to the extended enterprise • Standard services for all employees • Centralized management • From complexity to simplicity Strategic Advantage • Core vs. Context • Evergreen software • Acceleration of business strategy • Service Level Agreements • Broader feature adoption • Facilitation of BYOD 4/13
  • 6. (PHASE I) DEFINE NEEDS (PHASE II) EVALUATE SOLUTIONS (PHASE III) EVALUATE RISK LEVELOFCONCERN T I M E Risk Cost Needs Proofs Needs Cost Proofs Risk Buyer Emotional Concerns Buying Phases
  • 7. The Customer Journey Awareness Image Evaluation Trial Loyalty Changing Perceptions Generating Demand The series of steps through which a customer must progress in adopting a brand or product.
  • 9. Customer Business Challenges Operational Efficiency Cost Containment Customer Responsiveness Revenue Growth Increase of Market Share
  • 11. Keith Lubner, Managing Partner/President Channel Consulting Corp | C3 Keith’s Contact Info: Email: klubner@channelconsultingcorp.com Website: www.channelconsultingcorp.com Channel Enablement & Recruitment Ecosystem Acceleration, Optimization, & Productivity Programs Channel Marketing Services Channel Strategy, Metrics, & Business Intelligence Cloud & Mobility Channels Development & Launches Singularly Focused VAR, ISV, Distributor, Retail TECH Channels Acceleration Focused Programs that spur fast growth and profits
  • 12. Turning Sales People into Consultants….. http://www.crn.com/news/channel-programs/240149808/turning-your-salespeople-into-consultants-art- science-or-bull.htm
  • 13. What is Business Guidance Selling ? • Business Guidance Selling is a much needed new sales process module for today’s changing sales environment, especially regarding cloud, mobility, and managed services environments. • Business Guidance leverages ANY sales process and does not require organizations to “rip and replace” their existing process. Instead, organizations “leverage” and “insert” Business Guidance into an already in-motion sales methodology.
  • 14. Business Guidance Process Accelerates Sales
  • 16. How do I support Mobility & BYOD? What are my private, public and hybrid cloud options? I need to rapidly deploy new business apps & services I need rapid and secure infrastructure deployments How do I virtualize my network and Data Center? BUSINESS GUIDANCE with Key IT Initiatives Choice of consumption models, unrivaled collaboration applications and service experiences for any user, any device, any location; seamless migration paths Flexible, customizable, scalable collaboration delivery models, mix/match apps/services and endpoints; support of 3rd-party applications Simple, reliable, secure, efficient collaborative workspaces for any user, on any device, from any location; centralized control, management, administration Integrated, simple management tools with pre-loaded software images and templates speed deployment, local and remote management, maintenance and support Pre-loaded software images for all collaboration applications delivered on a virtualization- optimized server infrastructure
  • 18. Ken Thoreson, President Acumen Management Group, Ltd Ken’s Contact Info: Email: Ken@AcumenMgmt.com Website: www.AcumenManagement.com and www.SalesManagementGuru.com Top 50 Sales & Marketing Influencer's 2014 Partner Business Builder Programs Workshops Keynotes, Workshops, Consulting Services Strategy, Business Management, Sales Leadership The Sales Mgmt Guru Book series, 5- DVD’s, Sales Mgmt Tool Kit, Peer Groups Singularly Focused Vendor, ISV, Distributor, Partner Acceleration Focused Programs that spur fast growth and profits
  • 19. Solution Recommendation Worksheet Linked to “Business Challenges” and “I NEED TO’s” Defined into either short or long term Business Challenges Ranks priority levels and description of the prospects “Specific” business issue and objectives
  • 20. Solution Recommendation Worksheet Creation of a Business Guidance Statement: Defined Time Line to Implement (Roadmap) Linked to Cisco Solutions that solve business issues How your value and Cisco solutions solve the business issue that addresses the Business Challenges & “ I Need To” statements and specify the specific benefits, outcomes and results for your prospective client. This statement will be used in the Executive Summary and IT Roadmap
  • 21. Solution Recommendation Format • Cover page • Executive Summary-Needs Analysis • Project History-Short Review of each meeting • Summary of Partner’s Organization • Business Case for Implementation • Investment Summary • Terms and Conditions • Implementation Plan Partner Solution Recommendation
  • 22. Include visuals/graphics to add power and clarity: • Visuals communicate complex ideas in a compressed space. • Make sure visuals are relevant to key points. Format document for easy readability: • Use subheads and highlight key points. • Use bullet points for easy scanning. Automate the process: Template • Only a few sections need to be recreated each time. Automate the process by creating boilerplate information: Background on company, biographies, products/services, etc. Solution Recommendation Idea’s and Hints
  • 23. Executive Summary Communicates core message of your solution Is concise, persuasive, compelling and one page long Demonstrates your understanding of client needs Is the section that your prospect reads first Serves as a vehicle for transferring knowledge to proposal team Provides rationale for why prospect should hire you: State clear and specific benefits even if they seem obvious Emphasize 3 to 5 key competitive advantages – those factors that set you apart in the marketplace
  • 24. Executive Summary Paragraph 4: Provide a summary of proposed solution, general description of recommended strategies and what the expected results will be Paragraph 2 & 3: Describe organizational goals and how they have changed, industry trends affecting them and current key challenges Paragraph 1: Describe prospect’s company, products/services, size, location, and their ‘pain’ to demonstrate understanding of situation.
  • 25. Body of Solutions Recommendation Objectives – are they measurable? Strategies & tactics – how you will achieve objectives? Qualifications – how are you qualified to achieve objectives? Fees and expenses – what is the investment? Benefits – given those costs, what are the benefits? ROI Justification IT Solution RoadMap
  • 26. Business Challenge Category:_________________________________ Business Value Statement: ____________________________________________________ Priority: ______________ Recommended Time Frame: _____________________ Recommended Cisco Solution Design/ Integration •____ •____ •____ •____ How it Fits Into the Overall IT Structure: Business Impacts: Benefits •_____________ •________ Solution Recommendation IT Roadmap
  • 27. Long Term IT Roadmap
  • 28. Business Roadmap: 18 month – 5 year Phased Approach to Optimize Business Customer Responsiveness Cost Containment Operational Efficiency Example: Not Exhaustive Time Priority Business Initiative B Business Initiative A Business Initiative C Business Initiative D Business Initiative E Business Value Statements: • … • … • … Capabilities Enabled Business Value Statements: • … • … • … Capabilities Enabled Business Value Statements: • … • … • … Capabilities Enabled Business Value Statements: • … • … • … Capabilities Enabled Business Value Statements: • … • … • … Capabilities Enabled New Cisco Solutions
  • 29. Example Deployment Timeline February 1st March 1st ApOctober 1st November 1st December 1st January 1st October 15th Updated Draft BOM Presented to Customer Dec 30 - Jan 1st Equipment is staged and delivered to Customer designated new HQ facility Installation Nov 30th - Equipment arrives from Cisco…test envirnoment is created at Partner facility and initial configuration begins Oct 30th - Equipment is ordered from Cisco Systems MPLS circuits are ordered from Sprint October 25st - Executive Briefing Review Technology Answer Questions "Go Ahead" Decision is made…order is placed with Cisco Capital and Partner Partner & Cisco Smart Business Roadmap Dec 30-Jan 1st Sprint Delivers MPLS circuits to HQ facility Jan 1st thru Jan 25 implementation begins Knowledge transfer and training Feb 1st iGo Live!
  • 32.  Communication is the exchange of thoughts, feelings, messages, and information.  Clear and effective transmission of a message.  Accomplished through speech, writing, non-verbal expressions or behaviors. Executive Communication
  • 33. Presentation Skills • The differences among motivational, informational and persuasive presentations—and how to prepare each kind • Know something about an audience • Find just the right stories, anecdotes and facts • Anticipate audience questions and plan responses ahead of time • Time a presentation, effectively communicate a message and not lose listeners
  • 35. • Use eye contact, body posture and movements to involve an audience and convey self-confidence • How attire makes a critical difference between earning the audience’s trust or losing credibility • Use recordings to improve your skills • Dress rehearsal producing polished, confident and enthusiastic presentations • Plan to reinforcing key points • Use Power openers—how to use them to immediately capture the audience’s attention and interest • Learn to use closers that cement a message and gain the commitment of the audience
  • 37. Get Started with… 2 Engage Partner Benefits1 Sign up for the Marketplace www.Elevate.IngramMicroCloud.com 3 Attend the Tuesday “Trainer Series” webinars Begin transacting on the Marketplace4
  • 38.  Be aware of the momentum of Software-as-a-Service  Position yourself to get your fair share  Adopt sales and marketing processes  Think like an insurance agent: note customer lifetime value  Streamline and pre-package services to align with the recurring revenue model  Introduce new online-specific management metrics