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[email protected] 469.665.9433 www.3FORWARD.com ©3FORWARD, LLC – All Rights Reserved Pricing and terms valid through 1312013 SALES EFFECTIVENESS OPTIMIZATION™ Workshop Bringing The Science of Sales Management To Sales Process Improvement 3FORWARD’s SALES EFFECTIVENESS OPTIMIZATION™ Workshop helps CEOs and Sales Leaders improve sales process, territory management, account planning, lead and sales pipeline management and sales metrics dashboards. Applies the science of sales process optimization to improving stage conversion rates for leads and pipelined opportunities Identifies improvements in selling process to increase sales success; focusing on demand generation, sales territory design and structure, defining pipeline stages, team sizing and quotas, and revenue forecasting Defines the elements of a highly transparent dashboard for monitoring, tracking and forecasting all stages of the lead lifecycle and sales pipeline SALES EFFECTIVENESS OPTIMIZATION™ Workshop Includes A handson and comprehensive twoday sales effectiveness evaluation for CEOs, company owners and their sales leadership. Held at the location of your choice. Day One goes inside the numbers to establish the sales revenue forecast, target pipeline values by stage and quarter, lead generation requirements, sales team sizing, quota assignments and sales organization throughput requirements. Day Two is your road map to making the sales number, with a focus on structure, process and measurement. We take your leadership team stage by stage through the elements of a bestin class sales organization and help you prioritize your focus and investment strategy to begin improving your selling effectiveness. Also Includes: 2013 SALES REVENUE ASSURANCE™ Sales Planning Workbook (Microsoft Excel Required – Not Included) Sales Process Templates for the Four Critical Categories of Sales Planning o Revenue Planning o Target Pipeline Goals and Targets o Lead Generation Goals and Targets o Sales Team Sizing, Throughput and Quota Calculator Sales Insights Dashboard – A Single Page Executive Summary of More Than 100 Critical Sales Data Elements Across 9 SubCategories of the Sales Plan Package Cost: $15,000 (Includes travel. Available in US cities only. Contact us for virtual meeting options for other locations.) SALES EFFECTIVENESS OPTIMIZATION™ Project – Putting it Together After completing the SALES EFFECTIVENESS™ Workshop, 3FORWARD creates the working templates, models, and workflows for each stage of your company’s redefined selling process. Package Cost $29,500

Sales Effectiveness Optimization Workshop€¦ · 03/12/2012  · Title: Microsoft Word - Sales Effectiveness Optimization_Workshop.docx Author: Matthew Smith Created Date: 11/26/2012

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Page 1: Sales Effectiveness Optimization Workshop€¦ · 03/12/2012  · Title: Microsoft Word - Sales Effectiveness Optimization_Workshop.docx Author: Matthew Smith Created Date: 11/26/2012

 

[email protected]   469.665.9433   www.3FORWARD.com  ©3FORWARD,  LLC  –  All  Rights  Reserved     Pricing  and  terms  valid  through  1-­‐31-­‐2013  

SALES  EFFECTIVENESS  OPTIMIZATION™  Workshop    

Bringing  The  Science  of  Sales  Management  To  Sales  Process  Improvement    3FORWARD’s  SALES  EFFECTIVENESS  OPTIMIZATION™  Workshop  helps  CEOs  and  Sales  Leaders  improve  sales  process,  territory  management,  account  planning,  lead  and  sales  pipeline  management  and  sales  metrics  dashboards.    

Ø Applies  the  science  of  sales  process  optimization  to  improving  stage  conversion  rates  for  leads  and  pipelined  opportunities  

Ø Identifies  improvements  in  selling  process  to  increase  sales  success;  focusing  on  demand  generation,  sales  territory  design  and  structure,  defining  pipeline  stages,  team  sizing  and  quotas,  and  revenue  forecasting      

Ø Defines  the  elements  of  a  highly  transparent  dashboard  for  monitoring,  tracking  and  forecasting  all  stages  of  the  lead  lifecycle  and  sales  pipeline      

SALES  EFFECTIVENESS  OPTIMIZATION™  Workshop  Includes  A  hands-­‐on  and  comprehensive  two-­‐day  sales  effectiveness  evaluation  for  CEOs,  company  owners  and  their  sales  leadership.    Held  at  the  location  of  your  choice.  • Day  One  goes  inside  the  numbers  to  establish  the  sales  revenue  forecast,  target  pipeline  values  by  stage  and  quarter,  lead  generation  requirements,  sales  team  sizing,  quota  assignments  and  sales  organization  throughput  requirements.    

• Day  Two  is  your  road  map  to  making  the  sales  number,  with  a  focus  on  structure,  process  and  measurement.    We  take  your  leadership  team  stage  by  stage  through  the  elements  of  a  best-­‐in-­‐class  sales  organization  and  help  you  prioritize  your  focus  and  investment  strategy  to  begin  improving  your  selling  effectiveness.  

Also  Includes:  • 2013  SALES  REVENUE  ASSURANCE™  Sales  Planning  Workbook  (Microsoft  Excel  Required  –  Not  Included)  • Sales  Process  Templates  for  the  Four  Critical  Categories  of  Sales  Planning  

o Revenue  Planning  o Target  Pipeline  Goals  and  Targets  o Lead  Generation  Goals  and  Targets  o Sales  Team  Sizing,  Throughput  and  Quota  Calculator  

• Sales  Insights  Dashboard  –  A  Single  Page  Executive  Summary  of  More  Than  100  Critical  Sales  Data  Elements  Across  9  Sub-­‐Categories  of  the  Sales  Plan  

Package  Cost:   $15,000    (Includes  travel.    Available  in  US  cities  only.    Contact  us  for  virtual  meeting  options  for  other  locations.)  

 SALES  EFFECTIVENESS  OPTIMIZATION™  Project  –  Putting  it  Together  

After  completing  the  SALES  EFFECTIVENESS™  Workshop,  3FORWARD  creates  the  working  templates,  models,  and  workflows  for  each  stage  of  your  company’s  redefined  selling  process.  

Package  Cost   $29,500  

   

Page 2: Sales Effectiveness Optimization Workshop€¦ · 03/12/2012  · Title: Microsoft Word - Sales Effectiveness Optimization_Workshop.docx Author: Matthew Smith Created Date: 11/26/2012

 

[email protected]   469.665.9433   www.3FORWARD.com  ©3FORWARD,  LLC  –  All  Rights  Reserved     Pricing  and  terms  valid  through  1-­‐31-­‐2013  

About  3FORWARD    Working  with  3FORWARD  is  more  like  private  work  out  with  a  personal  fitness  trainer  than  buying  time  from  traditional  consulting  companies.  We  much  prefer  rolling  up  our  sleeves  with  you  and  your  team,  getting  our  hands  dirty  and  helping  you  reach  your  revenue  goals  faster  than  if  you  have  to  tackle  them  by  yourself.    3FORWARD’s  Leadership  Before  launching  3FORWARD  in  2007,  founders  Dan  Hudson  and  Matt  Smith  had  already  enjoyed  successful  careers  in  B2B  sales  leadership,  marketing  and  business  development.    Each  has  been  in  the  sales  world  for  more  than  25  years  and  along  the  way  developed  a  strong  belief  in  the  science  of  selling  over  sales  as  an  art.      DAN  HUDSON      3FORWARD  co-­‐founder  and  President,  Dan  

Hudson  has  a  B2B  sales  and  sales  leadership  background  of  more  than  30  years.    At  3FORWARD  Dan  is  responsible  for  the  company’s  sales  strategies,  new  business  development  and  is  actively  involved  in  all  client  engagements.    Dan’s  experience  extends  across  industries  including  IT  outsourcing  and  services,  business  

process  outsourcing,  computer  hardware  and  software,  health  care  and  telecommunications.  

Dan  is  a  member  of  Marketing  Executive’s  Networking  Group,  AberdeenGroup’s  Business  Review  Research  Panel,  founder  &  co-­‐chair  of  Dallas  Social  Media  Breakfast  and  a  member  of  International  Association  of  Outsourcing  Professionals.  

MATT  SMITH      3FORWARD  co-­‐founder  and  Executive  Vice  President,  Matt  Smith  has  a  B2B  sales  and  marketing  background  of  more  than  25  years.  Matt  is  responsible  for  3FORWARD’s  marketing  and  social  media  strategies  and  is  actively  involved  in  all  client  engagements.     Matt’s  experience  extends  across  industries  including  ITO  and  BPO,  systems  integration,  IT  hardware  

and  services,  software,  pharmaceuticals  and  banking/financial  services.   Matt  is  a  member  of  the  Marketing  Automation  Software  Advisory  Board,  founder  /  co-­‐chair  of  Dallas  Social  Media  Breakfast  and  past  chair  of  the  Outsourcing  Institute’s  Road  Show  Series.  

[email protected]

Connect on Linkedin http://www.linkedin.com/in/danhudson3forward

Follow on Twitter

http://twitter.com/Dan_3forward

[email protected]

Connect on Linkedin http://www.linkedin.com/in/mattsmith3forward

Follow on Twitter

http://twitter.com/mattat3forward