Sales Manager Sales Training Guide
Below are 15 practical steps to help your sales team develop the ability to pursue complex
opportunities. This training session should take approximately 90 minutes.
(As seen in SellingPower magazine. This article is based on a conversation with AchieveGlobal's President and CEO, Sharon Daniels, and Jim Wilcox, regional training manager of AchieveGlobal.)
Prior to Your Sales Meeting
1. Obtain the support of your own management
to set up a strategic-account team that will pursue
complex opportunities. Explain that you
want to provide some structure to that activity
so that it has a more manageable impact on the
company and better overall results.
2. Determine which members of your sales team
have leadership skills and sufficient business acumen to coordinate a
complex sales opportunity. Speak with each person
individually and recruit him or her to become
members of your strategic-sales team.
3. Speak with the managers of the different
groups inside your company who are needed in
complex opportunities.
Get a commitment from them that they will
appoint liaisons who will work with the strategic sales
team to better manage communication
among the various groups.
4. Meet privately with each of these liaisons in
order to explain why you're setting up a strategic sales
team and how he or she can help it to be
successful without adversely impacting his or
her own organization. Obtain each liaison's commitment
to attend the initial meeting of the strategic-
sales team.
5. Select from your current pipeline an opportunity
that looks likely to be complex and will involve
many organizations in order to develop
and close. Sufficiently research the opportunity,
and create a summary slide.
At Your Sales Meeting
6. Begin the meeting with enthusiasm. Explain to
your team members and the liaisons that the
purpose of this meeting is to establish better
communication between the various groups and
brainstorm ways to ensure that resources are
appropriately applied toward the opportunity to
be discussed.
7. Introduce the opportunity. Explain why it is
important to your own organization to win the
deal. Discuss resources that you think will be
needed, i.e including customer service excellence. Describe the outcomes the customer
wants to accomplish. Focusing on the opportunity
at hand gets team members engaged quickly
and focused on how to win the business.
8. Using the slide that you prepared in step 5,
summarize the sample complex opportunity. If
the sales rep responsible for that account is
present, ask him or her to provide any additional
details that he or she thinks are pertinent.
9. Open the floor for discussion and brainstorming
of how to handle the various customer organizations
that will need to be convinced.
Encourage the liaisons to contribute their perspectives
about the concerns and interests of
their counterparts in the customer organization.
10. Use a flip chart to record the suggestions that
are made. As you fill the pages, tape them to the
wall so that the team can conveniently refer to
them during the remainder of the meeting. Spend
approximately 45 minutes on this step. You should
now be about an hour into the meeting.
11. Open the floor for discussion and brainstorming
of how your firm can use its internal resources, including best practice sales training and particular customer service skills,
to address the challenges that the opportunity
is likely to present. When a suggestion
or idea involves another group, ask the liaison to
provide advice on how best to secure that resource
without disrupting current work.
12. Continue to use a flip chart to record specific
suggestions and ideas. When you've gathered approximately
10 suggestions, explain that working
any further would simply create information
overload. Make a commitment to work with the
responsible sales rep, perhaps a person with excellent leadership skills, on this opportunity to come
up with a specific plan to pursue it.
13. Thank the attendees, and end the meeting
with enthusiasm.
After Your Sales Meeting
14. Work with the sales rep on the specific opportunity
to produce an action plan with schedules
and milestones. Help develop that opportunity
while keeping other members of the team
informed on your progress.
15. In subsequent meetings, work with other
members of the strategic-sales team on developing
a limited number of similar opportunities.
Important: Do not pursue more complex opportunities
than your firm can reasonably handle.
Ask your liaisons for a reality check; can your
firm provide the resources you're requesting?
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