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Creating Customer Success

Business Development Tactics & Skills


                 Sample
        For illustration purposes


               ©2008 Innovis Consulting, LLC. All Rights Reserved.
Business Challenge
                                                     “One thing we’ve
                                                     discovered with certainty is
                                                     that anything we do that
                                                     makes the customer more
                                                     successful inevitably
                                                     results in a financial return
                                                     for us.”
                                                                  --Jack Welch, GE




©2008 Innovis Consulting, LLC. All Rights Reserved                                   2
.
Personal Commitments
    Lock in Gains for the Time/Energy You Invest

    • How will you use what you have learned?
    • What business results will you get when
      you use what you have learned?
    • Do the results you expect to achieve
      align with the company’s overall
      objectives?




©2008 Innovis Consulting, LLC. All Rights Reserved   3
.
EQ/IQ
       Daniel Goleman’s model shows us the importance of achieving a
       functional balance between Applied Intelligence Quotient (IQ) and
       Emotional Quotient (EQ).

                                 IQ
                                                                         Effective
                                                                          Value
                                                                        Encounter
                                   Critical Thinking




                                                       Communication Skills    EQ
©2008 Innovis Consulting, LLC. All Rights Reserved                                   4
.
First Belief
    My underlying intent will open (or close)
    my access to customers.
    Anatomy Lesson: This is your customer’s brain…




             This is your customer’s brain during a sales call.


©2008 Innovis Consulting, LLC. All Rights Reserved                5
.
Keeping My Bearings
                                                     Observe/Assess




                     Be Understood                               Understand
©2008 Innovis Consulting, LLC. All Rights Reserved                            6
.
My Third Belief
                                                     Customer
                                                     Customer   Sales person
                                                                Sales person
    To make sure I                                     70%
                                                       70%          30%
                                                                    30%


    really
    understand.
    I balance
    listening and
    questioning.




©2008 Innovis Consulting, LLC. All Rights Reserved                             7
.
My Fourth Belief
    My ego waits in the car.




©2008 Innovis Consulting, LLC. All Rights Reserved   8
.
Ego Triggers
                                                                  Passing judgment


                                                       Ethics under scrutiny


                                                     Shaking the core


              Not seeing the big picture


                         Methods under
                         the microscope

    Questioning the facts
©2008 Innovis Consulting, LLC. All Rights Reserved                                   9
.
Ego Controllers
                                                                  Passing judgment


                                                       Ethics under scrutiny


                                                     Shaking the core


              Not seeing the big picture


                         Methods under                                  Try to reach
                         the microscope                                 agreement
                                                                        at the next
    Questioning the facts                                               level
©2008 Innovis Consulting, LLC. All Rights Reserved                                   10
.
Relationship Inventory




©2008 Innovis Consulting, LLC. All Rights Reserved   11
.
Prioritizing Your Time & Energy

                                                     TIME AND
                                                      ENERGY




©2008 Innovis Consulting, LLC. All Rights Reserved              12
.
Spell Out the Challenge

    Problem: As Is                                              Opportunity: Should Be
                                       Issues        Solution    Results



               Proof                                                        Proof



             Effects                                                        Effects




©2008 Innovis Consulting, LLC. All Rights Reserved                                       13
.
The Ripple Effect
    • How does what we’ve been discussing affect other
     “ departments?

    • “What effects if any will what we do have on your
       processes and systems?
    • “What’s going on in the company that would
       affect any actions you take?”
    • “How does what we do here align with the
       company’s strategic direction?”
    • “Who else will be affected by          ?




©2008 Innovis Consulting, LLC. All Rights Reserved        14
.
Pain vs. Payoff




©2008 Innovis Consulting, LLC. All Rights Reserved   15
.
Money
    Would you say we’re within range?




©2008 Innovis Consulting, LLC. All Rights Reserved   16
.
Price Trade-Offs




©2008 Innovis Consulting, LLC. All Rights Reserved   17
.

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Sample Sales Training PPT

  • 1. Creating Customer Success Business Development Tactics & Skills Sample For illustration purposes ©2008 Innovis Consulting, LLC. All Rights Reserved.
  • 2. Business Challenge “One thing we’ve discovered with certainty is that anything we do that makes the customer more successful inevitably results in a financial return for us.” --Jack Welch, GE ©2008 Innovis Consulting, LLC. All Rights Reserved 2 .
  • 3. Personal Commitments Lock in Gains for the Time/Energy You Invest • How will you use what you have learned? • What business results will you get when you use what you have learned? • Do the results you expect to achieve align with the company’s overall objectives? ©2008 Innovis Consulting, LLC. All Rights Reserved 3 .
  • 4. EQ/IQ Daniel Goleman’s model shows us the importance of achieving a functional balance between Applied Intelligence Quotient (IQ) and Emotional Quotient (EQ). IQ Effective Value Encounter Critical Thinking Communication Skills EQ ©2008 Innovis Consulting, LLC. All Rights Reserved 4 .
  • 5. First Belief My underlying intent will open (or close) my access to customers. Anatomy Lesson: This is your customer’s brain… This is your customer’s brain during a sales call. ©2008 Innovis Consulting, LLC. All Rights Reserved 5 .
  • 6. Keeping My Bearings Observe/Assess Be Understood Understand ©2008 Innovis Consulting, LLC. All Rights Reserved 6 .
  • 7. My Third Belief Customer Customer Sales person Sales person To make sure I 70% 70% 30% 30% really understand. I balance listening and questioning. ©2008 Innovis Consulting, LLC. All Rights Reserved 7 .
  • 8. My Fourth Belief My ego waits in the car. ©2008 Innovis Consulting, LLC. All Rights Reserved 8 .
  • 9. Ego Triggers Passing judgment Ethics under scrutiny Shaking the core Not seeing the big picture Methods under the microscope Questioning the facts ©2008 Innovis Consulting, LLC. All Rights Reserved 9 .
  • 10. Ego Controllers Passing judgment Ethics under scrutiny Shaking the core Not seeing the big picture Methods under Try to reach the microscope agreement at the next Questioning the facts level ©2008 Innovis Consulting, LLC. All Rights Reserved 10 .
  • 11. Relationship Inventory ©2008 Innovis Consulting, LLC. All Rights Reserved 11 .
  • 12. Prioritizing Your Time & Energy TIME AND ENERGY ©2008 Innovis Consulting, LLC. All Rights Reserved 12 .
  • 13. Spell Out the Challenge Problem: As Is Opportunity: Should Be Issues Solution Results Proof Proof Effects Effects ©2008 Innovis Consulting, LLC. All Rights Reserved 13 .
  • 14. The Ripple Effect • How does what we’ve been discussing affect other “ departments? • “What effects if any will what we do have on your processes and systems? • “What’s going on in the company that would affect any actions you take?” • “How does what we do here align with the company’s strategic direction?” • “Who else will be affected by ? ©2008 Innovis Consulting, LLC. All Rights Reserved 14 .
  • 15. Pain vs. Payoff ©2008 Innovis Consulting, LLC. All Rights Reserved 15 .
  • 16. Money Would you say we’re within range? ©2008 Innovis Consulting, LLC. All Rights Reserved 16 .
  • 17. Price Trade-Offs ©2008 Innovis Consulting, LLC. All Rights Reserved 17 .