Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Tactics to Influence Sales Rep Behavior with Data
1. Revenue Performance Management
Driving Pipeline Velocity with Behavior Change
A subset of slides originally presented at the
2013 SAVO Sales Enablement Summit
Originally Presented by:
Phil Nieman
Sr. Operations Manager, Revenue Performance Management
Bethany Ronchetta
Sr. Director of Corporate Strategy
3. Velocity
Sales people are expected to focus on
short-term goals (closing business), but
the business needs to keep focus on
the long-term.
– Recognize stalls early
– Notify sales to take action
4. Velocity
Email notification brings opportunity
owner back to Salesforce.com.
Leveraging the SAVO integration, we
can push coaching directly from the
opportunity record.
5. Velocity
SAVO guide based on common stall
reasons based on internal research and
institutional knowledge.
PhilRecognize – talk track around medianOften predicting will close in 4 months – but a Q2 stall means it’s a Q3 or Q4 close.Velocity was important to SAVO. Every opportunity has obstacles within it – the faster they can move through those roadblocks – when they stall there is more risk that dynamics of the opportunity with change; organizational change, lost budget, seller looks incompetent because they don’t have the answer on the spot, etc. Story of contrast – Seller needed to identify themselves, manager had to get up to speed on the situation and coach – likely pulling from only their own experiences, and hopefully finding materials created from other groups… At SAVO we approached this differently --- triggered email ---- Through automation, we are able to bring together these different groups – impact velocity – in a scalable manner. This holistic view was bigger than just enabling sellers. This view brought light to …..This is a bigger problem – deals are falling out you assume they were lost, misalignment with the buyer’s journey & the seller’s activity, sellers that are quitting because deals aren’t moving the way they expect it to,
PhilRecognize – talk track around medianOften predicting will close in 4 months – but a Q2 stall means it’s a Q3 or Q4 close.Velocity was important to SAVO. Every opportunity has obstacles within it – the faster they can move through those roadblocks – when they stall there is more risk that dynamics of the opportunity with change; organizational change, lost budget, seller looks incompetent because they don’t have the answer on the spot, etc. Story of contrast – Seller needed to identify themselves, manager had to get up to speed on the situation and coach – likely pulling from only their own experiences, and hopefully finding materials created from other groups… At SAVO we approached this differently --- triggered email ---- Through automation, we are able to bring together these different groups – impact velocity – in a scalable manner. This holistic view was bigger than just enabling sellers. This view brought light to …..This is a bigger problem – deals are falling out you assume they were lost, misalignment with the buyer’s journey & the seller’s activity, sellers that are quitting because deals aren’t moving the way they expect it to,
PhilRecognize – talk track around medianOften predicting will close in 4 months – but a Q2 stall means it’s a Q3 or Q4 close.Velocity was important to SAVO. Every opportunity has obstacles within it – the faster they can move through those roadblocks – when they stall there is more risk that dynamics of the opportunity with change; organizational change, lost budget, seller looks incompetent because they don’t have the answer on the spot, etc. Story of contrast – Seller needed to identify themselves, manager had to get up to speed on the situation and coach – likely pulling from only their own experiences, and hopefully finding materials created from other groups… At SAVO we approached this differently --- triggered email ---- Through automation, we are able to bring together these different groups – impact velocity – in a scalable manner. This holistic view was bigger than just enabling sellers. This view brought light to …..This is a bigger problem – deals are falling out you assume they were lost, misalignment with the buyer’s journey & the seller’s activity, sellers that are quitting because deals aren’t moving the way they expect it to,
PhilRecognize – talk track around medianOften predicting will close in 4 months – but a Q2 stall means it’s a Q3 or Q4 close.Velocity was important to SAVO. Every opportunity has obstacles within it – the faster they can move through those roadblocks – when they stall there is more risk that dynamics of the opportunity with change; organizational change, lost budget, seller looks incompetent because they don’t have the answer on the spot, etc. Story of contrast – Seller needed to identify themselves, manager had to get up to speed on the situation and coach – likely pulling from only their own experiences, and hopefully finding materials created from other groups… At SAVO we approached this differently --- triggered email ---- Through automation, we are able to bring together these different groups – impact velocity – in a scalable manner. This holistic view was bigger than just enabling sellers. This view brought light to …..This is a bigger problem – deals are falling out you assume they were lost, misalignment with the buyer’s journey & the seller’s activity, sellers that are quitting because deals aren’t moving the way they expect it to,
PhilRecognize – talk track around medianOften predicting will close in 4 months – but a Q2 stall means it’s a Q3 or Q4 close.Velocity was important to SAVO. Every opportunity has obstacles within it – the faster they can move through those roadblocks – when they stall there is more risk that dynamics of the opportunity with change; organizational change, lost budget, seller looks incompetent because they don’t have the answer on the spot, etc. Story of contrast – Seller needed to identify themselves, manager had to get up to speed on the situation and coach – likely pulling from only their own experiences, and hopefully finding materials created from other groups… At SAVO we approached this differently --- triggered email ---- Through automation, we are able to bring together these different groups – impact velocity – in a scalable manner. This holistic view was bigger than just enabling sellers. This view brought light to …..This is a bigger problem – deals are falling out you assume they were lost, misalignment with the buyer’s journey & the seller’s activity, sellers that are quitting because deals aren’t moving the way they expect it to,
PhilRecognize – talk track around medianOften predicting will close in 4 months – but a Q2 stall means it’s a Q3 or Q4 close.Velocity was important to SAVO. Every opportunity has obstacles within it – the faster they can move through those roadblocks – when they stall there is more risk that dynamics of the opportunity with change; organizational change, lost budget, seller looks incompetent because they don’t have the answer on the spot, etc. Story of contrast – Seller needed to identify themselves, manager had to get up to speed on the situation and coach – likely pulling from only their own experiences, and hopefully finding materials created from other groups… At SAVO we approached this differently --- triggered email ---- Through automation, we are able to bring together these different groups – impact velocity – in a scalable manner. This holistic view was bigger than just enabling sellers. This view brought light to …..This is a bigger problem – deals are falling out you assume they were lost, misalignment with the buyer’s journey & the seller’s activity, sellers that are quitting because deals aren’t moving the way they expect it to,
PhilRecognize – talk track around medianOften predicting will close in 4 months – but a Q2 stall means it’s a Q3 or Q4 close.Velocity was important to SAVO. Every opportunity has obstacles within it – the faster they can move through those roadblocks – when they stall there is more risk that dynamics of the opportunity with change; organizational change, lost budget, seller looks incompetent because they don’t have the answer on the spot, etc. Story of contrast – Seller needed to identify themselves, manager had to get up to speed on the situation and coach – likely pulling from only their own experiences, and hopefully finding materials created from other groups… At SAVO we approached this differently --- triggered email ---- Through automation, we are able to bring together these different groups – impact velocity – in a scalable manner. This holistic view was bigger than just enabling sellers. This view brought light to …..This is a bigger problem – deals are falling out you assume they were lost, misalignment with the buyer’s journey & the seller’s activity, sellers that are quitting because deals aren’t moving the way they expect it to,
PhilRecognize – talk track around medianOften predicting will close in 4 months – but a Q2 stall means it’s a Q3 or Q4 close.Velocity was important to SAVO. Every opportunity has obstacles within it – the faster they can move through those roadblocks – when they stall there is more risk that dynamics of the opportunity with change; organizational change, lost budget, seller looks incompetent because they don’t have the answer on the spot, etc. Story of contrast – Seller needed to identify themselves, manager had to get up to speed on the situation and coach – likely pulling from only their own experiences, and hopefully finding materials created from other groups… At SAVO we approached this differently --- triggered email ---- Through automation, we are able to bring together these different groups – impact velocity – in a scalable manner. This holistic view was bigger than just enabling sellers. This view brought light to …..This is a bigger problem – deals are falling out you assume they were lost, misalignment with the buyer’s journey & the seller’s activity, sellers that are quitting because deals aren’t moving the way they expect it to,
