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ARE YOU READY FOR ACCOUNT-BASED EVERYTHING? FIVE FOCUS AREAS HOLD THE ANSWER Featuring: Bridge Group CEO Trish Bertuzzi Director Sales Acceleration Services at InsideSales.com Gabe Larsen Special Guest: Heinz Marketing President Matt Heinz

Are You Ready For Account-Based Everything? Five Focus Areas Hold the Answer

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ARE YOU READY FOR ACCOUNT-BASED

EVERYTHING? FIVE FOCUS AREAS HOLD THE ANSWER

Featuring: Bridge Group CEO Trish Bertuzzi

Director Sales Acceleration Services at InsideSales.com Gabe Larsen

Special Guest: Heinz Marketing President Matt Heinz

How this will work

• This webinar will last about 45 mins + Q&A

• Type in your questions in the Q&A box as you think of

them

• Join the conversation using #InsideSalesWebinar

• This is being recorded… I’ll tell you how to access the

recording at the end

Sales Acceleration Podcast

Gabe Larsen Steve Eror

Today’s  Speakers

Trish BertuzziCEO

Bridge Group

LinkedIn.com/in/trishbertuzzi@bridgegroupinc

Gabe LarsenDirector InsideSales.com Labs

LinkedIn.com/in/GabeLarsen@GabeLarsen

Matt HeinzPresident

Heinz Marketing Inc

LinkedIn.com/in/MattHeinz@HeinzMarketing

Account-Based Everything

• Account-Based Sales• Why are we even talking about this?

• Account-Based Marketing• How do you integrate marketing and sales?

• Account-Based Revenue• How you do structure the math for an account-based

revenue strategy?

“90%  of  respondents  acknowledged  an  

account-­‐based  strategy  was  very  important”

SiriusDecisions  

“60  percent  survey  respondents  planned  to  implement  an  account-­‐

based  program  within  the  next  year”

Terminus  

Why are we talking about this?

What is it?

“Account-based everything is fishing

with spears not nets” Jon Miller

Founder & CEO at Engagio

LinkedIn.com/in/JonMiller2 @JonMiller

Fishing  with  Nets

Offers

Channels

Segments

Fishing  with  Spears

Accounts

Message

Channels

Unified  strategy,  in  a  multi-­‐decision  maker  environment,  that  generates  revenue  through  personalized  prospecting  and  

value-­‐based  selling.

Is this right for me?

Attributes Relational  (Account-­‐Based)

Transactional(High-­‐Velocity)

Decision  Maker Many  (4+) Few  (1-­‐3)

Deal  Size >$50,000 <$50,000

Sales  Cycle >90 days <90 days

Segments >  100  employees <  100  employees

Customer  Preference As  the  customer  guides

Keys  to  integrating  ABM  with  your  sales  team1. Make  sales  an  early  partner  &  collaborator

A  direct  line  to  revenue  growth

Keys  to  integrating  ABM  with  your  sales  team2.      Work  from  common  objectives  &  definitions

A  common  set  of  metricsAssumptions

Meaghan   ASP $          65,000  Jennifer   ASP $          75,000  John   ASP $          80,000  Opp/Close   % 25.0%Lead/Opp   % 5.0%

Jan-­16 Feb-­16 Mar-­16 Apr-­16 May-­16 Jun-­16 Jul-­16 Aug-­16 Sep-­16 Oct-­16 Nov-­16 Dec-­16 TOTALSMeaghan   Sales  # 1 1 2 3 2 4 2 2 2 2 2 1 24Jennifer   Sales  # 1 2 2 2 2 2 2 2 2 2 2 2 23John   Sales  # 1 1 1 1 2 1 2 2 3 3 2 2 21Total  Sales   # 2 3 4 5 4 7 6 6 7 7 6 5 62

Meaghan   Sales  $ $          65,000   $          65,000   $      130,000   $      195,000   $      130,000   $      260,000   $      130,000   $      130,000   $      130,000   $      130,000   $      130,000   $          65,000   $    1,560,000  Jennifer   Sales  $ $          75,000   $      150,000   $      150,000   $      150,000   $      150,000   $      150,000   $      150,000   $      150,000   $      150,000   $      150,000   $      150,000   $      150,000   $    1,725,000  John   Sales  $ $          75,000   $          75,000   $          75,000   $          75,000   $      150,000   $          75,000   $      150,000   $      150,000   $      225,000   $      225,000   $      150,000   $      150,000   $    1,575,000  Total  Sales   $ $      215,000   $      290,000   $      355,000   $      420,000   $      430,000   $      485,000   $      430,000   $      430,000   $      505,000   $      505,000   $      430,000   $      365,000   $    4,860,000  

Meaghan   Pipeline   # 4 4 8 12 8 16 8 8 8 8 8 4Jennifer   Pipeline   # 4 8 8 8 8 8 8 8 8 8 8 8John   Pipeline   # 4 4 4 4 8 4 8 8 12 12 8 8Total  Pipeline   # 12 16 20 24 24 28 24 24 28 28 24 20

Meaghan   Pipeline   $ $      260,000   $      260,000   $      520,000   $      780,000   $      520,000   $1,040,000   $      520,000   $      520,000   $      520,000   $      520,000   $      520,000   $      260,000  Jennifer   Pipeline   $ $      300,000   $      600,000   $      600,000   $      600,000   $      600,000   $      600,000   $      600,000   $      600,000   $      600,000   $      600,000   $      600,000   $      600,000  John   Pipeline   $ $      300,000   $      300,000   $      300,000   $      300,000   $      600,000   $      300,000   $      600,000   $      600,000   $      900,000   $      900,000   $      600,000   $      600,000  Total  Pipeline   $ $      860,000   $1,160,000   $1,420,000   $1,680,000   $1,720,000   $1,940,000   $1,720,000   $1,720,000   $2,020,000   $2,020,000   $1,720,000   $1,460,000  

Meaghan   Leads 80 80 160 240 160 320 160 160 160 160 160 80Jennifer   Leads 80 160 160 160 160 160 160 160 160 160 160 160John   Leads 80 80 80 80 160 80 160 160 240 240 160 160Total  Leads 240 320 400 480 480 560 480 480 560 560 480 400 5440

A  common  set  of  definitionsStage Definition Sales  Next  Step(s) Marketing   Next  Step(s)

Leads

Open/Not  AttemptedNew  lead,  has  not  been  attempted  or  contacted  by  sales Begin  follow-­‐up  to  get  on  the  phone  live  to  

qualify  as  opportunityProvide  scripts  and  response  offers  as  needed  to  increase  call-­‐backs

Attempting  to  ContactSales  has  begun  the  process  of  following  the  lead  follow-­‐up  process  to  reach  the  prospect  live

Continue  follow-­‐up  attempts  via  phone,  email,  "zero  out"  to  reach  prospect  live

Provide  scripts  and  response  offers  as  needed  to  increase  call-­‐backs

Interested

Prospect  has  expressed  interest  in  ABC  Company  and/or  achieving  better    results,  and  is  interested  in  learning  more;  full  qualification  criteria  intent/purchase  timeline  still  unknown

Once  prospect  has  been  qualified,  either  move  into  a  "Qualified"  opportunity  or  move  to  Nurture  (if  timeline  is  long-­‐term  or  undetermined)

Provide  collateral,  case  studies  and  other  information  as  needed  to  help  prospect  determine   sales  intent

Nurture

Prospect  is  interested,  but  there  is  no  near-­‐term  opportunity  to  buy  (prospect  may  have  other  immediate  priorities,  or  may  just  need  more  time  to  consider  interest/intent)

no  action Drip  marketing  to  prospect  1-­‐2  times  per  month  with  value-­‐added  offers,  until  they're  ready   to  engage   in  a  short-­‐term  buying  cycle  again

Unresponsive

Haven't   been  able  to  get  ahold  of  prospect  after  repeated  attempts

no  action Drip  marketing  to  prospect  1-­‐2  times  per  month  with  value-­‐added  offers,  until  they're  ready   to  engage   in  a  short-­‐term  buying  cycle  again

No  Further  Action Lead  is  not  a  qualified  prospect no  action no  action

Opp

ortunitie

s

Qualified

Prospect  has  a  need  &  budget,  and  is  actively  evaluating  solutions

Get   demo  commitment,  plan  next  steps  and  timeline  to  buy  (or  at  least  make  decision)  with  prospect

Provide  additional  support  tools  as  needed  (case  studies,  etc.)  to  help  accelerate  prospect  interest   and  buying  cycle

Presentation  &  Demo

Demo  has  been  scheduled  or  completed;  working  through  objections  &  questions

Get   permission  to  present  formal  proposal Provide  additional  support  tools  as  needed  (case  studies,  etc.)  to  help  accelerate  prospect  interest   and  buying  cycle

ProposalFormal  proposal  is  in  process  or  has  been  delivered  outlining  terms,  services,  fees

Get   verbal  commitment  to  buy  pending  finalization  of  terms

no  action

NegotiationProspect  has  verbally  agreed   to  do  business;  both  sides  are  working  through  final  legal/term/service/fee  details

Sign,  seal  and  return  baby! no  action

Close Agreement   has  been  signed  and  returned victory  lap no  action

Closed  Lost

Opportunity  has  stalled  indefinitely  or  is  dead no  action Drip  marketing  to  prospect  1-­‐2  times  per  month  with  value-­‐added  offers,  until  they're  ready   to  engage   in  a  short-­‐term  buying  cycle  again

Keys  to  integrating  ABM  with  your  sales  team3.      Build  and  manage  a  common  set  of  target  lists

What  are  your  data  filters?

• Companies• Individuals• Full/complete  contact  information

Data  hygiene

Real-­‐time  data  updates

• What’s  your  platform  &  integration  point(s)?• How  do  you  respond  to  trigger  events  &  real-­‐time  changes?• Who’s  following  up,  how,  when,  with  what?• Where  do  you  record  that?

Keys  to  integrating  ABM  with  your  sales  team4.  Execute  from  a  consolidated  engagement  plan

A  coordination  example• The  right  person  at  the  right  company  attends  your  webinar

• How  is  follow-­‐up  different?• Who  does  it  – with  what  message  – in  what  format  and  channel?• What  next  step  communication  triggers  does  that  imply?• How  do  you  coordinate  sales  &  marketing  messages?

Keys  to  integrating  ABM  with  your  sales  team5.  Think  in  terms  of  macro  and  micro  campaigns

Keys  to  integrating  ABM  with  your  sales  team6.  Develop  shared  data  and  insights

Buying  signals  and  trigger  events

• Inventory• Prioritization• Follow-­‐up  sequencing

Keys  to  integrating  ABM  with  your  sales  team7.  Improve  your  content  precision

Who’s  creating  content  in  the  first  place?

Keys  to  better  content

1. Consistency2. Causality3. Practice

Keys  to  integrating  ABM  with  your  sales  team

8.    Practice  the  OODA  Loop

Keys  to  better  feedback  loops

• Open  communication• Constructive  feedback• No  defensiveness• Failure  is  part  of  the  journey!

Account Based Revenue™

Trish BertuzziPresident & Chief Strategist

Math Matters

Strategic Target

Enterprise

Mid-Market

SMB

Strategic 100Target 1,000

Enterprise 10,000

Mid-Market 100,000

SMB 1,000,000s

SPEND COORDINATION DEAL SIZE

Strategic

Target

Enterprise

Mid-Market 1x 1x 1x

SPEND COORDINATION DEAL SIZE

Strategic

Target

Enterprise 3x 2x 3x

Mid-Market 1x 1x 1x

SPEND COORDINATION DEAL SIZE

Strategic

Target 8x 5x 10x

Enterprise 3x 2x 3x

Mid-Market 1x 1x 1x

SPEND COORDINATION DEAL SIZE

Strategic 13x 10x 25x

Target 8x 5x 10x

Enterprise 3x 2x 3x

Mid-Market 1x 1x 1x

S              T                E              M

SPEND COORDINATION DEAL SIZE

Strategic 13x 10x 25x

Target 8x 5x 10x

Enterprise 3x 2x 3x

Mid-Market 1x 1x 1x

Webinar Recording & Free Resources• Tomorrow we will email you a link to today’s recorded webinar, feel free to share it with your colleagues• Take advantage of the resources available for download

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ON-­‐DEMAND  WEBINAR

In  this  webinar  you’ll  learn:

• How  to  move  beyond  the  high  velocity  sales  model  to  account-­‐based  selling  strategies

• How  to  build  a  pipeline  of  targeted  accounts• What  you  must  do  to  expand  existing  relationships  quickly• How  you  can  discover  and  connect  better  with  more  

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WATCH  NOW  link  in  the  free  resources  window

Q&A

Trish BertuzziCEO

Bridge Group

LinkedIn.com/in/trishbertuzzi@bridgegroupinc

Gabe LarsenDirector InsideSales.com Labs

LinkedIn.com/in/GabeLarsen@GabeLarsen

Matt HeinzPresident

Heinz Marketing Inc

LinkedIn.com/in/MattHeinz@HeinzMarketing