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Front Line Sales Managers:
High Value, High Risk
FEATURING

© The TAS Group 2014

Pascal Yammine
Vice President, Go To Market Scale
salesforce.com

James Williams
Regional Vice President
Shaw Industries

Wendy Reed
Executive Vice President Solutions
The TAS Group

Jim Crisera
President
The TAS Group
JAMES
WILLIAMS
Regional Vice President
Shaw Industries

© The TAS Group 2014
PASCAL
YAMMINE
Vice President, Go To Market Scale
salesforce.com

© The TAS Group 2014
WENDY
REED
Executive Vice President Solutions
The TAS Group

© The TAS Group 2014
Jim
Crisera
President
The TAS Group

© The TAS Group 2014
© The TAS Group 2014
FRONT LINE
SALES MANAGERS
IN THE SALES
EFFECTIVENESS
SPACE

© The TAS Group 2014
FIND THE BALANCE
© The TAS Group 2014
MOST TIME SPENT…

Team Calls

Customer Calls

Sales Coaching

Report to HQ

© The TAS Group 2014

Territory Plans

Account Plans

Read Reports

CRM Compliance

Hiring

1:1 Forecast

Deal Reviews

1:1 Pipeline

Learning

Travel

Compensation
THE FRONT LINE
© The TAS Group 2014
HIGH YIELD ACTIVITY
© The TAS Group 2014

Team Calls

Customer Calls

Sales Coaching

Report to HQ

Territory Plans

Account Plans

Read Reports

CRM Compliance

Hiring

1:1 Forecast

Deal Reviews

1:1 Pipeline

Learning

Travel

Compensation
GAPS THAT
ARE COSTING
SELLING
ORGANIZATIONS

© The TAS Group 2014
FRONT LINE
MANAGERS
PERSPECTIVES

© The TAS Group 2014
SOLUTIONS
FOR
CLOSING GAPS

© The TAS Group 2014
ENABLING FRONT
LINE SALES
MANAGERS

© The TAS Group 2014
© The TAS Group 2014

Forecast
Impact

BALANCE FORECAST/PIPELINE

Planning to Execution

Manage
&
Coach

Pipeline

TIME
SALES COACHING
© The TAS Group 2014

Collaborative

Adopt Buyer s
Perspective

Look for
Evidence

Be Objective
& Curious

Regular
Cadence

Consistent
Framework

Elicit Critical
Thinking

Don t Take
Over

Praise Good
Insight

Document
Actions
YOUR CADENCE

Month @ Start of Quarter …. 	
  
Week
1	
  
Week
2	
  
Week
3	
  
Week
4	
  

Acct Dev.
Strategy	
  

Performanc 1:1 Sales
e Team Call 	
   Performance 	
  

HQ Reporting	
  

Deal Review 	
  

Pipeline 1:1	
  

Call Prep and
Debrief 	
  

HQ Reporting	
  
Pipeline	
  

Deal Review 	
  

Forecast 1:1	
  

Call Prep and
Debrief 	
  

HQ Reporting	
  
Forecast	
  

Deal Review 	
  

Pipeline 1:1	
  

HQ Reporting	
  
Pipeline	
  

Month @ End of Quarter …. 	
  
Week
9 	
  
Week
10	
  
Week
11	
  
Week
12	
  

© The TAS Group 2014

Clean Pipeline
Marketing
Update 	
  
Learning
Huddles 	
  
Customer
Health
Dashboard 	
  
Learning
Huddles	
  

Clean Pipeline
Marketing
Update 	
  
Learning
Huddles	
  
Customer
Health
Dashboard 	
  
Learning
Huddles 	
  

Acct Dev.
Strategy	
  

Performanc 1:1 Sales
e Team Call 	
   Performance 	
  

HQ Reporting
Forecast

Deal Review 	
  

Forecast 1:1 	
  

Call Prep and
Debrief 	
  

HQ Reporting
Forecast

Deal Review 	
  

Forecast 1:1 	
  

HQ Reporting
Forecast

Deal Review 	
  

Daily
Results Call	
  

HQ Reporting
Forecast
© The TAS Group 2014
Front Line Sales Managers:
High Value, High Risk

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Webinar | Front Line Sales Managers: High Value, High Risk

  • 1. Front Line Sales Managers: High Value, High Risk
  • 2. FEATURING © The TAS Group 2014 Pascal Yammine Vice President, Go To Market Scale salesforce.com James Williams Regional Vice President Shaw Industries Wendy Reed Executive Vice President Solutions The TAS Group Jim Crisera President The TAS Group
  • 3. JAMES WILLIAMS Regional Vice President Shaw Industries © The TAS Group 2014
  • 4. PASCAL YAMMINE Vice President, Go To Market Scale salesforce.com © The TAS Group 2014
  • 5. WENDY REED Executive Vice President Solutions The TAS Group © The TAS Group 2014
  • 7. © The TAS Group 2014
  • 8. FRONT LINE SALES MANAGERS IN THE SALES EFFECTIVENESS SPACE © The TAS Group 2014
  • 9. FIND THE BALANCE © The TAS Group 2014
  • 10. MOST TIME SPENT… Team Calls Customer Calls Sales Coaching Report to HQ © The TAS Group 2014 Territory Plans Account Plans Read Reports CRM Compliance Hiring 1:1 Forecast Deal Reviews 1:1 Pipeline Learning Travel Compensation
  • 11. THE FRONT LINE © The TAS Group 2014
  • 12. HIGH YIELD ACTIVITY © The TAS Group 2014 Team Calls Customer Calls Sales Coaching Report to HQ Territory Plans Account Plans Read Reports CRM Compliance Hiring 1:1 Forecast Deal Reviews 1:1 Pipeline Learning Travel Compensation
  • 17. © The TAS Group 2014 Forecast Impact BALANCE FORECAST/PIPELINE Planning to Execution Manage & Coach Pipeline TIME
  • 18. SALES COACHING © The TAS Group 2014 Collaborative Adopt Buyer s Perspective Look for Evidence Be Objective & Curious Regular Cadence Consistent Framework Elicit Critical Thinking Don t Take Over Praise Good Insight Document Actions
  • 19. YOUR CADENCE Month @ Start of Quarter ….   Week 1   Week 2   Week 3   Week 4   Acct Dev. Strategy   Performanc 1:1 Sales e Team Call   Performance   HQ Reporting   Deal Review   Pipeline 1:1   Call Prep and Debrief   HQ Reporting   Pipeline   Deal Review   Forecast 1:1   Call Prep and Debrief   HQ Reporting   Forecast   Deal Review   Pipeline 1:1   HQ Reporting   Pipeline   Month @ End of Quarter ….   Week 9   Week 10   Week 11   Week 12   © The TAS Group 2014 Clean Pipeline Marketing Update   Learning Huddles   Customer Health Dashboard   Learning Huddles   Clean Pipeline Marketing Update   Learning Huddles   Customer Health Dashboard   Learning Huddles   Acct Dev. Strategy   Performanc 1:1 Sales e Team Call   Performance   HQ Reporting Forecast Deal Review   Forecast 1:1   Call Prep and Debrief   HQ Reporting Forecast Deal Review   Forecast 1:1   HQ Reporting Forecast Deal Review   Daily Results Call   HQ Reporting Forecast
  • 20. © The TAS Group 2014
  • 21. Front Line Sales Managers: High Value, High Risk