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Collaborative Intelligence in a Networked World The 31 st Annual SCIP International Conference & Exhibition May 16-19, 2016 | Orlando, Florida #SCIP | www.SCIP2016International.com Sales Pavilion Leo Boulton Dir. Competitive Intelligence, Cisco [email protected] @LeoBoulton http://about.me/LeoBoulton 18 May 2016

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Collaborative Intelligence in a Networked WorldThe 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 | Orlando, Florida

#SCIP | www.SCIP2016International.com

Sales PavilionLeo BoultonDir. Competitive Intelligence, Cisco

[email protected]@LeoBoultonhttp://about.me/LeoBoulton18 May 2016

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Outline

▸ The B2B Sales Organization

▸ Role of CI in Sales Enablement

▸ Direct and Indirect Tactical CI Activities

▸ Tips and Recommendations

#SCIP | www.SCIP2016International.com

Intro

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

#SCIP | www.SCIP2016International.com

The B2B Sales

Organization

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Where does Sales fit?

▸ Reports to the CEO▸ Self sufficient > Get it done!▸ Very loud voice; heavy voting rights

Think of where is the CI Department?

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

QualifyOffer

(BDM)Closure Deploy SupportLead

Discovery

Tech Engagement

(TDM)

How does sales operate?

Pre-sales Post-sales

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

What is a sales person like?

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Their Qualities and Careabouts

Qualities

▸ ______________▸ ______________▸ ______________▸ ______________▸ ______________▸ ______________

Care abouts

▸ ______________▸ ______________▸ ______________▸ ______________▸ ______________▸ ______________

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Qualities

▸ People person▸ Extroverts▸ Explainers▸ Good friends▸ Honest▸ Get it done!▸ Trusted Advisors

Care abouts

▸Meeting their quota▸ Happy Customer▸ Keeping their job▸ Don’t waste time▸ Their reputation

Their Qualities and Careabouts

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

EngagementFramework– TechnicalSolutionDesign– Demonstratebenefits– ProofofConcepts

CIApplication:HIGH– Tacticalcompetitivedifferentiation– TechnicalFeatureComparisons– Salesstrategyconsulting

Typical B2B Sales Cycle

QualifyOffer

(BDM)Closure Deploy SupportLead

Discovery

Tech Engagement

(TDM)

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

EngagementFramework– TDMSponsorshiptoBDM– Negotiateterms

CIApplication:HIGH– Pricingguidance– Effectivesaleclosuretactics

Typical B2B Sales Cycle

QualifyOffer

(BDM)Closure Deploy SupportLead

Discovery

Tech Engagement

(TDM)

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Typical B2B Sales Cycle

What if we fail?

QualifyOffer

(BDM)Closure Deploy SupportLead

Discovery

Tech Engagement

(TDM)

#SCIP | www.SCIP2016International.com

Role of CIin Sales

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

KIT: Information Flow and Analysis

News

Industry Analysts

Government Sources

Websites

Internal Employees

Industry Experts

Testing

Win/Loss Debriefs

Conferences

Battlecards

IntelligenceReport

Newsletters

Training

Intelligence Assessments

CompetitiveAnalysis

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

The Value CI Feedback Loop

CISalesHelp

Sell More

AnalysisSource

#SCIP | www.SCIP2016International.com

Direct Tactical Activities

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Direct CI Tactical Activities

“Things that directly help Sales to sell more”

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Ex. Battlecards

• PDF Format• 1 to 4 pages long• Updated quarterly or biyearly• Available on the road

Outline:• Vendor Positioning and GTM• Product Portfolio• How to Compete• Addressing FUD• Seed Questions• References and more

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Ex. Competitive Deep Dives

• Power Point Format• 20 to 100 slides long• Updated quarterly or biyearly

Outline:• Vendor Background• GTM Model• Product Portfolio• How to Compete• Own Additional Value• References and more

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Ex. Educational Webinar Series

• Monthly & mini series• Q&A• Polling• Reach: 500+ people• Recorded

Outline:• Varies

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Ex. Competitive Offsite Training

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Project ManagingDirect Activities▸ Gain internal sponsorship▸ Make it fun and interesting▸ Reuse content across formats▸ Make it findable▸ Make it portable▸ Keep it fresh

#SCIP | www.SCIP2016International.com

Indirect Dual Value Activities

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Dual Value Tactical Activities

“Things that help Sales to sell more, and CI, and others”

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Ex. Win Loss Sales Program

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Ex. W/L Dashboard

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Ex. Product Comparison Tools

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Ex. War Gaming

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Project ManagingDual Value Activities

▸ Keep a rigid update schedule▸ Have a program owner▸ Gain executive sponsorship▸ Sell the value to sellers▸ Incentivize participation▸ 2X value

#SCIP | www.SCIP2016International.com

Keep Sellers Happy

The 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 Orlando, Florida

#SCIP www.SCIP2016International.com

Final Thoughts▸ Protect their reputation at all cost▸ Don’t bug them too much▸ Losses hurt more than just pride▸ Avoid being too transparent▸ You can’t teach them how to sell▸ Focus on standards, consistency, and output quality

Collaborative Intelligence in a Networked WorldThe 31st Annual SCIP International Conference & Exhibition

May 16-19, 2016 | Orlando, Florida

#SCIP | www.SCIP2016International.com

Sales PavilionLeo BoultonDir. Competitive Intelligence, Cisco

[email protected]@LeoBoultonhttp://about.me/LeoBoulton18 May 2016

#SCIP | www.SCIP2016International.com