connecting the dots: creating a sales driven organization

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Ken Thoreson, President Acumen Management Group, Ltd

Ken’s Contact Info:

Email: [email protected]

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 FocusedVendor, ISV, Distributor, Partner

Acceleration FocusedPrograms that spur fast growth

and profits

Increase Maturity = Increasing Cloud Acceleration

Prescriptive Approach – Sales, Marketing, Operations

3

5

1 24

6

Clo

ud

Matu

rity

FOCUS

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)DEFINENEEDS

(PHASE II)EVALUATESOLUTIONS

(PHASE III)EVALUATE RISK

L E

V E

L

O

F

C O

N C

E R

N

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

Keith Lubner, Managing Partner/President Channel Consulting Corp | C3

Keith’s Contact Info:

Email: [email protected]

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 FocusedVAR, ISV, Distributor, Retail TECH

Channels

Acceleration FocusedPrograms 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

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

Ken Thoreson, President Acumen Management Group, Ltd

Ken’s Contact Info:

Email: [email protected]

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 FocusedVendor, ISV, Distributor, Partner

Acceleration FocusedPrograms 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

Pri

ori

ty Business

Initiative B

Business

Initiative A

Business

Initiative C

Business

Initiative DBusiness

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

June 1st July 1st August 1st September 1stFebruary 1st March 1st April 1st May 1stOctober 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!

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

• 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 Marketplacewww.Elevate.IngramMicroCloud.com

3Attend 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