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THE SCIENCE OF
SALES AND CUSTOMER SUCCESS
JACCO J. VAN DER KOOIJ
FOUNDER WINNING BY DESIGN
A SAAS MASTERCLASS BY WINNING BY DESIGN
What is a science culture?
Why do we need it?
Why now?
What is the impact?
How to implement it?
1
AGENDA
GO-TO-
MARKET
SUPER
STARS
CRM
MAS
COMP
PLAN
GET A
PITCH
DEALS QUOTA
PLAYBOO
K
REPORTS
DASHBOARD
SORG STRUCTURE
SALES
OPS
MORE
TOOLSGROWTH
HACKER
TOOLS
TRAINING
PROCESSESONBOARD PROGRAM
HIRE
MORE DATA
TACTIC PRICE
SKO
TERRITORY
STRATEGY
1.1 LACK OF PROVEN ARCHITECTURE
PROCESSES
SKILLS
TOOLS
SUPER
STAR
ENABLEMENT
CONSULTANT
PROCESSES
ENABLEMENT
SKILLS
TEAM
TECHNOLOGY
1.2 WHAT IF WE GOT IT UPSIDE DOWN?
PROCESSES
SKILLS
TOOLS
SUPER
STAR
ENABLEMENT
PROCESSES
ENABLEMENT
SKILLS
TEAM
TECHNOLOGY
1.3 IN CASE OF FAILURE
“Humans are fallible and errors
are to be expected, even in the best
organizations. To scale one must look at
errors as consequences rather than causes,
having their origins not so much in the
perversity of human nature as in
upstream systemic factors.”
James Reason
1.4 WE ARE NOT THE FIRST
1.5 WHAT IS A SCIENCE CULTURE?
Process ⇒ Iterative improvement of actions
Methodology ⇒ Consistency in execution
Data-driven ⇒ Accountability
Team ⇒ Scalability
What is a science culture? Process/Method/Data
Why do we need it?
Why now?
What is the impact?
How to implement it?
1
AGENDA
Perpetual
Super
Stars
Ordinary
Performers
20%
80%
Ordinary
Performers
Recurring
Super
Stars
80%
20%
2.1 REVENUE CONTRIBUTION HAS SHIFTED
75%
25%
75%
IMPACT GROW
YEAR 2, 3.
NET-30 .
RECURRING
NET-30.
YEAR 2, 3.
ONBOARDAWARENESS EDUCATION SELECTION
25%
PERPETUAL
COMMIT
2.2 PROFITS ARE DELAYED
What is a science culture? Process/Method/Data
Why do we need it? Buying/Selling changed
Why now?
What is the impact?
How to implement it?
1
AGENDA
Solution.
Consultative.
Provocative.
PROBLEM.
ONBOARD
Delivered on
time, within
budget as
promised.
AWARENESS
I have an issue
impacting our
business.
EDUCATION
There is a
solution to
this problem.
SELECTION
This company
can really help
us.
IMPACT
is being
achieved.
GROW
Where else
can we create
impact?
3.1 COMMON SALES METHODOLOGIES
Inside Sales.
SOLUTION.
UNAWARE.
WHAT WORKED WELL WHAT DID NOT WORK
+ Provocative prospecting
+ Use of specialized roles
+ Data driven decisions (Gen1)
+ Use of online selling
+ Content as outbound call
+ Customer onboarding
X Disparate methodology across functions
X Volume-based cold outbound
X Low-cost unskilled people in critical roles
X Use of consultative sales method
X Customer success to grow business from
existing clients
3.2 LESSONS LEARNED WE NEED TO EVOLVE
END TO END METHODOLOGY
3.3 NEED FOR AN END TO END METHODOLOGY
ONBOARD
Delivered on
time, within
budget as
promised.
AWARENESS
I have an issue
impacting our
business.
EDUCATION
There is a
solution to
this problem.
SELECTION
This company
can really help
us.
IMPACT
is being
achieved.
GROW
Where else
can we create
impact?
Solution.
Consultative.
Provocative.
Inside Sales.
What is a science culture? Process/Method/Data
Why do we need it? Buying/Selling changed
Why now? It’s not working
What is the impact?
How to implement it?
1
AGENDA
ΔT3
CR1 CR2 CR4 CR5 CR6 CR7
ΔT1 ΔT2 ΔT4 ΔT5 ΔT6 ΔT7
ONBOARDAWARENESS EDUCATION SELECTION IMPACT GROW
#PROSPECT #MQL #SQL #COMMIT #LIVE #MRR#SAL
CR3
#LTV
4.1 UNIFORM DATA MODEL
END TO END METHODOLOGY
ΔT3
CR1 CR2 CR4 CR5 CR6 CR7
ΔT1 ΔT2 ΔT4 ΔT5 ΔT6 ΔT7
ONBOARDAWARENESS EDUCATION SELECTION IMPACT GROW
#PROSPECT #MQL #SQL #COMMIT #LIVE #MRR#SAL
CR3
#LTV
4.2 EXPONENTIAL AND COMPOUND IMPACT
EXPONENTIAL IMPACT COMPOUND IMPACT
END TO END METHODOLOGY
4.3 SMALL IMPROVEMENT BIG IMPACT
X
yMake a
10%
Improvement
across
7
moments
What is a science culture? Process/Method/Data
Why do we need it? Buying/Selling changed
Why now? It’s not working
What is the impact? 10% across 7 actions = 2x
How to implement it?
1
AGENDA
POPSICLE
M O M E N T S
ONBOARDAWARENESS EDUCATION SELECTION IMPACT GROW
5.2 MOMENTS THAT MATTER
#PROSPECT #MQL #SQL #COMMIT #LIVE #MRR#SAL #LTV
ΔT3
CR1 CR2 CR4 CR5 CR6 CR7
ΔT1 ΔT2 ΔT4 ΔT5 ΔT6 ΔT7
CR3
Reach out
based on
relevance
Have a
conversation
Diagnose
the
situation
Trade Orchestrate Achieve
Impact
Grow
together
5.3 BLUEPRINT DIAGNOSE THE SITUATIONENGAGEMENT
PAIN
SUMMARIZE
EMPATHIZE
TIME
SITUATION
PAIN
SITUATION
SITUATION
SITUATION
PAIN
PAIN
IMPACT
INCREASE
DECREASE
SITUATION
SITUATION
Prioritize
No more than 2-3
questions to avoid
sense of
interrogation. PITCH
Executive zone. Don’t ask. Instead
provide insight based on impact
you have created for others.
Share
insights
gained
Ask if you
got it right!
Reset the
diagnose
ReSell
Impact everywhere
Renew
Same Impact
Upsell
More Impact
Cross Sell
Identify new Impact
Impact
Benefactor
SameNew
NewSame
+ New Features
+ More Usage
+ Additional Seats
+ Longer Contract
+ Unseat competitor
+ New languages
+ New product launch
+ New group or dept
+ Entire company
+ Local support
+ Early renewal
+ Payment terms
+ Contract terms
5.4 BLUEPRINT GROW TOGETHER
ONBOARDAWARENESS EDUCATION SELECTION IMPACT GROW
5.5 BUILD A GROWTH ENGINE
#PROSPECT #MQL #SQL #COMMIT #LIVE #MRR#SAL #LTV
ΔT3
CR1 CR2 CR4 CR5 CR6 CR7
ΔT1 ΔT2 ΔT4 ΔT5 ΔT6 ΔT7
CR3
Reach out
based on
relevance
Have a
conversation
Diagnose
the
situation
Trade Orchestrate Achieve
Impact
Grow
together
What is a science culture? Process/Method/Data
Why do we need it? Buying/Selling changed
Why now? It’s not working
What is the impact? 10% across 7 actions = 2x
How to implement it? Moments that matter
1
AGENDA
JACCO J. VAN DER KOOIJ
FOUNDER WINNING BY DESIGN
A SAAS MASTERCLASS BY WINNING BY DESIGN
THE SCIENCE OF
SALES AND CUSTOMER SUCCESS

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2019 SaaStock Customer Success and Sales as a Science Workshops

  • 1. THE SCIENCE OF SALES AND CUSTOMER SUCCESS JACCO J. VAN DER KOOIJ FOUNDER WINNING BY DESIGN A SAAS MASTERCLASS BY WINNING BY DESIGN
  • 2. What is a science culture? Why do we need it? Why now? What is the impact? How to implement it? 1 AGENDA
  • 3. GO-TO- MARKET SUPER STARS CRM MAS COMP PLAN GET A PITCH DEALS QUOTA PLAYBOO K REPORTS DASHBOARD SORG STRUCTURE SALES OPS MORE TOOLSGROWTH HACKER TOOLS TRAINING PROCESSESONBOARD PROGRAM HIRE MORE DATA TACTIC PRICE SKO TERRITORY STRATEGY 1.1 LACK OF PROVEN ARCHITECTURE
  • 6. “Humans are fallible and errors are to be expected, even in the best organizations. To scale one must look at errors as consequences rather than causes, having their origins not so much in the perversity of human nature as in upstream systemic factors.” James Reason 1.4 WE ARE NOT THE FIRST
  • 7. 1.5 WHAT IS A SCIENCE CULTURE? Process ⇒ Iterative improvement of actions Methodology ⇒ Consistency in execution Data-driven ⇒ Accountability Team ⇒ Scalability
  • 8. What is a science culture? Process/Method/Data Why do we need it? Why now? What is the impact? How to implement it? 1 AGENDA
  • 10. 75% 25% 75% IMPACT GROW YEAR 2, 3. NET-30 . RECURRING NET-30. YEAR 2, 3. ONBOARDAWARENESS EDUCATION SELECTION 25% PERPETUAL COMMIT 2.2 PROFITS ARE DELAYED
  • 11. What is a science culture? Process/Method/Data Why do we need it? Buying/Selling changed Why now? What is the impact? How to implement it? 1 AGENDA
  • 12. Solution. Consultative. Provocative. PROBLEM. ONBOARD Delivered on time, within budget as promised. AWARENESS I have an issue impacting our business. EDUCATION There is a solution to this problem. SELECTION This company can really help us. IMPACT is being achieved. GROW Where else can we create impact? 3.1 COMMON SALES METHODOLOGIES Inside Sales. SOLUTION. UNAWARE.
  • 13. WHAT WORKED WELL WHAT DID NOT WORK + Provocative prospecting + Use of specialized roles + Data driven decisions (Gen1) + Use of online selling + Content as outbound call + Customer onboarding X Disparate methodology across functions X Volume-based cold outbound X Low-cost unskilled people in critical roles X Use of consultative sales method X Customer success to grow business from existing clients 3.2 LESSONS LEARNED WE NEED TO EVOLVE
  • 14. END TO END METHODOLOGY 3.3 NEED FOR AN END TO END METHODOLOGY ONBOARD Delivered on time, within budget as promised. AWARENESS I have an issue impacting our business. EDUCATION There is a solution to this problem. SELECTION This company can really help us. IMPACT is being achieved. GROW Where else can we create impact? Solution. Consultative. Provocative. Inside Sales.
  • 15. What is a science culture? Process/Method/Data Why do we need it? Buying/Selling changed Why now? It’s not working What is the impact? How to implement it? 1 AGENDA
  • 16. ΔT3 CR1 CR2 CR4 CR5 CR6 CR7 ΔT1 ΔT2 ΔT4 ΔT5 ΔT6 ΔT7 ONBOARDAWARENESS EDUCATION SELECTION IMPACT GROW #PROSPECT #MQL #SQL #COMMIT #LIVE #MRR#SAL CR3 #LTV 4.1 UNIFORM DATA MODEL END TO END METHODOLOGY
  • 17. ΔT3 CR1 CR2 CR4 CR5 CR6 CR7 ΔT1 ΔT2 ΔT4 ΔT5 ΔT6 ΔT7 ONBOARDAWARENESS EDUCATION SELECTION IMPACT GROW #PROSPECT #MQL #SQL #COMMIT #LIVE #MRR#SAL CR3 #LTV 4.2 EXPONENTIAL AND COMPOUND IMPACT EXPONENTIAL IMPACT COMPOUND IMPACT END TO END METHODOLOGY
  • 18. 4.3 SMALL IMPROVEMENT BIG IMPACT X yMake a 10% Improvement across 7 moments
  • 19. What is a science culture? Process/Method/Data Why do we need it? Buying/Selling changed Why now? It’s not working What is the impact? 10% across 7 actions = 2x How to implement it? 1 AGENDA
  • 20. POPSICLE M O M E N T S
  • 21. ONBOARDAWARENESS EDUCATION SELECTION IMPACT GROW 5.2 MOMENTS THAT MATTER #PROSPECT #MQL #SQL #COMMIT #LIVE #MRR#SAL #LTV ΔT3 CR1 CR2 CR4 CR5 CR6 CR7 ΔT1 ΔT2 ΔT4 ΔT5 ΔT6 ΔT7 CR3 Reach out based on relevance Have a conversation Diagnose the situation Trade Orchestrate Achieve Impact Grow together
  • 22. 5.3 BLUEPRINT DIAGNOSE THE SITUATIONENGAGEMENT PAIN SUMMARIZE EMPATHIZE TIME SITUATION PAIN SITUATION SITUATION SITUATION PAIN PAIN IMPACT INCREASE DECREASE SITUATION SITUATION Prioritize No more than 2-3 questions to avoid sense of interrogation. PITCH Executive zone. Don’t ask. Instead provide insight based on impact you have created for others. Share insights gained Ask if you got it right! Reset the diagnose
  • 23. ReSell Impact everywhere Renew Same Impact Upsell More Impact Cross Sell Identify new Impact Impact Benefactor SameNew NewSame + New Features + More Usage + Additional Seats + Longer Contract + Unseat competitor + New languages + New product launch + New group or dept + Entire company + Local support + Early renewal + Payment terms + Contract terms 5.4 BLUEPRINT GROW TOGETHER
  • 24. ONBOARDAWARENESS EDUCATION SELECTION IMPACT GROW 5.5 BUILD A GROWTH ENGINE #PROSPECT #MQL #SQL #COMMIT #LIVE #MRR#SAL #LTV ΔT3 CR1 CR2 CR4 CR5 CR6 CR7 ΔT1 ΔT2 ΔT4 ΔT5 ΔT6 ΔT7 CR3 Reach out based on relevance Have a conversation Diagnose the situation Trade Orchestrate Achieve Impact Grow together
  • 25. What is a science culture? Process/Method/Data Why do we need it? Buying/Selling changed Why now? It’s not working What is the impact? 10% across 7 actions = 2x How to implement it? Moments that matter 1 AGENDA
  • 26. JACCO J. VAN DER KOOIJ FOUNDER WINNING BY DESIGN A SAAS MASTERCLASS BY WINNING BY DESIGN THE SCIENCE OF SALES AND CUSTOMER SUCCESS