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Qualify Sales Opportunities.
 Win Sales Opportunities



  From the Business Perspectives Series of
        Sales & Marketing Advisories
      for Small and Mid-Size Business



            www.workbooks.com/Business Perspectives
Appropriate Targeting =
   Effective Sales and Marketing Activities

Identifying your ideal customer
How can you reach them?
Once reached, how should you proceed?




              www.workbooks.com/Business Perspectives
Adoption and Enforcement of a
      Consistent Qualification Process
        is Key To Successful Sales

Qualify at the start of the sales process
Qualify continuously
Use qualification to know which steps to take and
when
Know when to qualify out as well as in
– To improve sales productivity
                www.workbooks.com/Business Perspectives
Consistent Qualification Improves
             Sales Productivity:

Clear and consistent approach to opportunities
Uniformity of information
Solid foundation to make investment decisions
Accurate forecasting
Appropriate resource utilisation
Demonstrating sales professionalism to the prospect

               www.workbooks.com/Business Perspectives
Qualification Fills the Gaps
         ....Giving You Information That:

Leads to an action plan
Identifies where to spend time and resources
Answers key questions
–   Does your solution solve the problem?
–   Is it the preferred choice?
–   Can you win?
–   Will the effort involved outweigh predicted revenue?

                    www.workbooks.com/Business Perspectives
A Repeatable Qualification Process Delivers:

Uniformity of approach throughout the sales team
Relevant CRM information to support the sales cycle
Accurate forecasting
Ease of knowledge share with team members




               www.workbooks.com/Business Perspectives
Sales Success....For the Sales Person

Process-driven deal maximises win rate
Demonstrates professionalism
Builds confidence internally and externally
Ensures accurate preparation for each stage
Accurate forecasting




                www.workbooks.com/Business Perspectives
Sales Success....For the Sales Manager

Accurate forecasting and revenue predictions
Best use of time and resource
Provides opportunities for mentoring
Knowledge share
Less micro-management




                www.workbooks.com/Business Perspectives
Support the Qualification Effort
          with the Right CRM System

Timely and relevant access to the right information
Built-in metrics assist with the qualification process
– Prompts for the relevant information
Ensures consistency across the organisation
Not just a data repository system; a sales enabler



                   www.workbooks.com/Business Perspectives
Give Your Opportunities a MEDICAL

MEDICAL is a powerful, structured qualification process
7 easy to use steps
Each step logically helps to create an accurate picture of
the sales opportunity
For consistent qualification in every deal

 View Next: ‘Give your Sales Deals a MEDICAL: 7 Easy Steps’


                  www.workbooks.com/Business Perspectives
Workbooks CRM from Workbooks
Online is helping small and mid-size
  businesses drive best practice
         sales methodology

      Contact us to take a look or take a test drive.

                   www.workbooks.com
                    +44 118 3030 100
               talk-to-us@workbooks.com


             Happy Selling!
               www.workbooks.com/Business Perspectives

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Business Perspectives: Qualify Sales Opportunities to Win Sales Opportunities

  • 1. Qualify Sales Opportunities. Win Sales Opportunities From the Business Perspectives Series of Sales & Marketing Advisories for Small and Mid-Size Business www.workbooks.com/Business Perspectives
  • 2. Appropriate Targeting = Effective Sales and Marketing Activities Identifying your ideal customer How can you reach them? Once reached, how should you proceed? www.workbooks.com/Business Perspectives
  • 3. Adoption and Enforcement of a Consistent Qualification Process is Key To Successful Sales Qualify at the start of the sales process Qualify continuously Use qualification to know which steps to take and when Know when to qualify out as well as in – To improve sales productivity www.workbooks.com/Business Perspectives
  • 4. Consistent Qualification Improves Sales Productivity: Clear and consistent approach to opportunities Uniformity of information Solid foundation to make investment decisions Accurate forecasting Appropriate resource utilisation Demonstrating sales professionalism to the prospect www.workbooks.com/Business Perspectives
  • 5. Qualification Fills the Gaps ....Giving You Information That: Leads to an action plan Identifies where to spend time and resources Answers key questions – Does your solution solve the problem? – Is it the preferred choice? – Can you win? – Will the effort involved outweigh predicted revenue? www.workbooks.com/Business Perspectives
  • 6. A Repeatable Qualification Process Delivers: Uniformity of approach throughout the sales team Relevant CRM information to support the sales cycle Accurate forecasting Ease of knowledge share with team members www.workbooks.com/Business Perspectives
  • 7. Sales Success....For the Sales Person Process-driven deal maximises win rate Demonstrates professionalism Builds confidence internally and externally Ensures accurate preparation for each stage Accurate forecasting www.workbooks.com/Business Perspectives
  • 8. Sales Success....For the Sales Manager Accurate forecasting and revenue predictions Best use of time and resource Provides opportunities for mentoring Knowledge share Less micro-management www.workbooks.com/Business Perspectives
  • 9. Support the Qualification Effort with the Right CRM System Timely and relevant access to the right information Built-in metrics assist with the qualification process – Prompts for the relevant information Ensures consistency across the organisation Not just a data repository system; a sales enabler www.workbooks.com/Business Perspectives
  • 10. Give Your Opportunities a MEDICAL MEDICAL is a powerful, structured qualification process 7 easy to use steps Each step logically helps to create an accurate picture of the sales opportunity For consistent qualification in every deal View Next: ‘Give your Sales Deals a MEDICAL: 7 Easy Steps’ www.workbooks.com/Business Perspectives
  • 11. Workbooks CRM from Workbooks Online is helping small and mid-size businesses drive best practice sales methodology Contact us to take a look or take a test drive. www.workbooks.com +44 118 3030 100 talk-to-us@workbooks.com Happy Selling! www.workbooks.com/Business Perspectives