Definitive Playbook to Lead a Sales Force Out of the Current Crisis

Posted by Dave Kurlan on Wed, May 20, 2020 @ 10:05 AM

playbook

You might be aware that I'm leading a one-hour, live broadcast tomorrow (Thursday May 21) on How to Get Your Company's Sales Engine Roaring Again.  

Why This Particular Event? 

There is a ton of misinformation out there.  Much of it is written by people with an agenda, with a piece of technology to solve your problems, with a solution that will remove you from your money but not fix the sales problem.  Much of it is put out there by people with no clue as to what really needs to be done, what the challenges will be going forward, and how to address those challenges head on.  Most of these people have not had to lead sales organizations out of recessions and depressions before.  There is a revenue gap to be filled and your momentum was effectively stopped in the same way your car would be stopped by hitting a brick wall at 30 mph.  You might not be dead, but you aren't in the same condition you were a minute prior to impact!

The challenges aren't solved by technology because they are all people problems:

  • The challenge with the sales organization as a whole - what changes must be made to align with our new normal?
  • The challenge that sales leaders present to CEOs - what should sales leaders be doing right now that will impact revenue?
  • The challenge that sales managers present to sales leaders - what should sales managers be doing right now that will impact revenue?
  • The challenge that salespeople present to sales managers - what should salespeople be doing right now that will impact revenue?
  • The challenge that customers and prospects will present to salespeople - what sort of conversations should salespeople be having right now that will impact revenue?

Why Are We Charging $199 for it?

There are two primary reasons:

  1. A free webinar will make it no different, no better, no more unique than all of the free podcasts, webinars and videos that are circulating and being offered.
  2. This will truly be different.  It's not a teaser for something you need to pay for.  It's not a session with regurgitated information.  It's not a session where you don't get actionable, useful, timely steps.  I will provide the following and it's risk free - if you don't get value we'll give you a refund!

Slide 12

Why Should You Attend?

If you're a salesperson or a sales manager, you probably shouldn't.  But you should make sure that your senior sales leader and CXOs do attend.

If you're a sales leader or a CXO you can't guess what your next steps must be.  I'll provide an actionable playbook that you can put into action tomorrow!

--> Register <--

Image copyright 123 RF

Topics: Dave Kurlan, Sales Force, economic crisis, sales playbook, recovery

Sales Playbook and CRM Problems - What the Data Tells Us

Posted by Dave Kurlan on Wed, Jun 06, 2018 @ 08:06 AM

pollen

I can't remember a spring where the pollen was worse than in 2018.  You go to the car wash and an hour later your beautiful car is covered in yellow crud and you're out $20.  A waste.

Perhaps you have an irrigation system with a rain sensor that tells the controller that your lawn and flower beds don't need to be watered today because it is pouring outside.  Yet, when you look out the window you see that the sprinklers are running despite the existence of a rain sensor.  A waste.

Did you ever spend hours assembling a child's toy only to watch it sit unused until the kid outgrew it and you gave it away?  Waste.

For years I noticed that most people never touched the manuals, handouts, CD's, card decks, and books that were distributed to them for the training programs in which they participated.  How many books, studies, manuals and reports have you received that sat and collected dust, reside on your hard drive or in the cloud and remain unopened to this day?  In my office, I have 6 shelves full of books that I never read and probably won't read half of the books on my Kindle either!  Waste.

That leads me to the growing demand for Sales Playbooks.  Companies want them, get excited about them, believe they are important, pay tens of thousands of dollars for them, and invest many hours collaborating for a successful final document.  You won't believe the wasteful things that happen next!

Over the past several years, I have witnessed two Sales Playbook creation scenarios repeatedly play out.

  • The executives who are most adamant about wanting to collaborate engage early but then fail to invest the time and effort necessary to provide the data, sample reports, knowledge, expectations, metrics and other information required to create a powerful and useful playbook.  They lose interest and without the necessary company-specific information, they end up with a playbook that is more generic so they don't bother to distribute the book to their salespeople.
  • Collaboration takes place as expected, a great playbook is created, and after distributing it to their salespeople, the books are never again opened or referenced.

In my experience, there is a sense that as long as the company issues a check to pay for the creation of the playbook, they can check the box and move on to their next project.  Check for a check.  They believe that getting the project started is more important than getting the project finished, seeing it through and assuring that the book is utilized according to expectations.  Waste.

I am a big fan of Membrain, the sales enablement application that manages pipeline with a focus on sales process and opportunities with integrated CRM.  Not only do they have a version with Baseline Selling built in, their interface is designed specifically for the creation of playbooks within the sales process.  Each milestone can be a separate playbook, with drop-downs, calculations, conditions, if-thens, cause and effect, instructions, examples and more.

Why invest in a stand alone playbook that either won't be completed or won't be used when there is such a terrific sales enablement application that allows you to integrate all of the desired components in one place?

I will no longer invest time to collaborate with senior executives to compile playbooks when Membrain is a significantly better alternative.  I am happy to help companies integrate playbook and sales process within an application like Membrain. Salespeople that live in Membrain are more able to drive their opportunities forward and manage their pipelines.

The biggest challenge with CRM/Opportunity/Pipeline Management applications is that most salespeople hate them and resist using them.  Want proof?  Objective Management Group (OMG) measures 21 Sales Core Competencies and one of them is CRM Savvy. Look at the data below from a subset totaling 450,000 salespeople that were evaluated in the past 5 years.  

crm-usage

The data, showing 3 attributes of the CRM Savvy competency, clearly shows that while the majority of salespeople use CRM, stronger salespeople are 56% more likely to use it than weaker salespeople.  Fewer than 40% of salespeople embrace CRM and fewer than 10% actually live in their CRM application. Living in CRM is a best practice so what does that tell you?  It means that if your salespeople aren't choosing to live in your CRM application, you chose the wrong freaking CRM application! 

Image Copyright iStock Photos

Topics: Dave Kurlan, sales process, crm, sales playbook, sales data

Can Free Sales Content Send You Down a Dangerous Path?

Posted by Dave Kurlan on Mon, May 02, 2016 @ 05:05 AM

FreeCouch.jpg

Did you ever drive down a street and see a "free stuff" sign?  Maybe it was a free sofa, chair, or table.  Maybe it was a free lawnmower or bicycle. It even could have been free kid's stuff.  Nearly all of the free stuff you find on the side of the road, available to the first taker, is somebody else's junk.  Instead of throwing it out, and rather than taking the time to donate it (if an organization would have it), they are simply giving it away.  

On the Web, there are three kinds of free sales content available.  

There are free articles - like this one - where you could be inspired, might have to think a bit, might learn of an approach you weren't aware of, or might be privy to some statistics or science you hadn't read about.  

There are free White Papers, which could be anything from a scientific report on Sales Selection, Longevity,Trust, or The Challenger Sale (the topics of my White Papers), to a marketing piece made to look like a scientific report.  

And there are Free Downloads offering a great value in exchange for your name and email address.  I downloaded one such free value this weekend - a Sales Process Cheat Sheet - which promised a standardized playbook and a simple, easy-to-follow sales methodology to help managers coach their inside sales reps into following a proven, standardized process from discovery to close.  Was there value?  It was a joint promotion from Hubspot and InsideSales.com. - maybe you received the same offer in your inbox.  Was it any good?  Was it a process?  Was it a playbook?  Was it a methodology?

It was designed for inside salespeople - BDR's and SDR's - whose role is to connect with prospects and book meetings for account executives or AE's.  In my opinion, it was not a Playbook because it did not show how to execute the call.  Playbooks are how-to's with scripts and action trees.  It was not a Methodology because it did not have a defined approach for moving from one milestone to the next.  Methodologies focus on the kind of conversation that is required to move from one step and stage to the next.  And it was not a Process because it was focused on tasks and outcomes, more than a series of milestones.  A sales process must have stages (typically 4-6) and within each stage, milestones that build on each other.  

Worse than not really being any of the things it was advertised to be, it was WAY TOO COMPLEX for sales reps whose job is to book meetings.  By comparison, the sales processes that Kurlan & Associates builds for companies are designed to be thorough, yet clear, concise and simple.  Simple does not imply that it is inadequate.  Simple means that it works without being overly complex or difficult to execute. Of course Kurlan charges for its work and the cheat sheet we have been talking about was free.  Does that mean it was as valuable as the old sofa, chair or table?

One of the many reader emails I received last week was from someone complaining that he used to get value from my articles, but no longer felt like he did.  I responded to him, apologized, and asked what I could write about that would be valuable for him.  He didn't respond.  No article can be all things to all people.  I'm sure that if you're a regular reader, you dismiss some as easily as you find some save-worthy.  Then there's the free part.  I always save the best stuff for the paying clients, for the consulting and training and coaching and evaluating and recruiting.  Unfortunately, and honestly, the material you get for free falls more into the tease category than the value category.   Even Amazon Prime does that.  There are certain movies that Prime members can watch for free, but you have to pay for the best stuff. 

There are some great thought leaders writing good articles in the sales space.  Just look at the list of the Top 50 Sales Bloggers and you will surely find some useful free content.  But as with my material, the others will save the best, most valuable, and most important information for their paying clients.

It's great that today you can get stuff for free.  Just don't confuse what you get for free with what others are paying for.

Speaking of paying - this is the final call for the last 2 available seats for my Sales Leadership Intensive, May 17-18 outside of Boston. [Update - Sold Out].

Topics: Dave Kurlan, HubSpot, sales process, sales methodology, inside sales, top sales blog, insidesales.com, sales playbook

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Best-Selling Author, Keynote Speaker and Sales Thought Leader,  Dave Kurlan's Understanding the Sales Force Blog earned awards for the Top Sales & Marketing Blog for eleven consecutive years and of the more than 2,000 articles Dave has published, many of the articles have also earned awards.

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