hpg capabilities
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(Specific Client) Corporation
Sales and Marketing Development Process
with Horizon Performance Group
Horizon Performance Group, Inc.2649 Calle Alegre, Pleasanton, CA 94566
Phone: (925) 461-4358 Cell (925) 918-2021
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Meeting Objectives
• Confirm information on your organization's needs• Communicate core competencies• Share marketing ideas and experiences• Create a common understanding of results that
will be achieved• Establish benchmarks and measures of success• Answer any questions
Horizon Performance GroupPlan Project Overview
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HPG Expertise
Horizon Performance Group assists clients with the development of their sales and marketing organizations.
We are a focused training and consulting company that improves the bottom line results of direct selling by:
Linking
Marketing ObjectivesToSales StrategiesAndSkill Development
Horizon Performance GroupPlan Project Overview
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Selling+Marketing Challenge
Markets Are changing radically
Companies Need to be more creative and customer responsive
Customers Inside/Outside have become more sophisticated and business oriented
Salespeople Are chasing fewer customerswith a more complex buying processand smaller budgets
Horizon Performance GroupPlan Project Overview
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AheadSellingTHE FUTURE ISN’T FOUND - IT’S INVENTED
How will products/services be sold in the future?Transparent departmental objectives that are synergistic towards corporate goals
Bundled and custom-tailored solutions
Timely customer strategies will drive organizational resources
Increased demand on marketing programs to be “on target” and monitor an ROI
Integrated marketing and customer strategies will force sales managers to broaden their expertise
Horizon Performance GroupPlan Project Overview
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Innovating Your
Message/Delivery:
Project-Structured
Market-SpecificCustomer-Focused
Horizon Performance GroupPlan Project Overview
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Example….Example….HPG Impact - Client Partnership
Horizon Performance GroupPlan Project Overview
Customer Focus
F&B’s
SWOT
SalesExcellence
Promotion/Pricing
ProductDevelopment
SolutionProviders
Creative Marketing
Competitive Advantage
Design Value Delivery Value
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• To analyze and contrast direct competitors via a third party resource– establish baseline for continuous analysis and monitoring– adjust sales and service message to maximize impact
• To create advantage through horizontal partnerships to establish competitive immunity
• Analyze business opportunities to provide better/differentiated presentations targeted towards product/service launches
• More effective business management by developing employee’s skills/knowledge on focused niche markets
• Seamless Client Team approach to solving customer needs
Horizon Performance GroupPlan Project Overview
Example….Example….HPG Impact - Client Opportunities
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• Provide the What, How and Where to sell and deliver value to customers
• selection of the “right”customer--Niche Marketing• objective carve out of niche markets--DRG, CPT, incidence rates• gaining customer insight to increase market share and retention
• Systematize skill training worldwide • provide a transportable program to Sales & Service• address local market distinctions, i.e., Capitation vs Fee-for-Svc.• methods of measure pre & post • expandable platform/ongoing process, i.e., beyond a training event
• Linking marketing objectives with sales strategies• connect programs with sales and service execution
Horizon Performance GroupPlan Project Overview
Example….Example….HPG Impact - Client Objectives
10Horizon Performance Group
Plan Project Overview
• Assessment– Metrics for program ROI– Direct vs channel partner comparison– Field travel/conference call f/u reports
• Design– Transportable– Outsource activities– Train-the-Trainer certified– Pre & Post measurements– Tools– Follow-up progress reports
Example….Example….HPG Impact - Deliverables
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Outside the BoxBox Marketing-Examples
• Communications with External Customer– First Internet Symposium in Dx
– Customer Oriented Selling
– Objective/Analytical Strategic Sales Planning
• Communications with Internal Customer– One Page Business Planning online
– Incentive programs
Horizon Performance GroupPlan Project Overview
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Outside the BoxBox Marketing-Examples
• Communications with customers– Financial
• CPRR Billing
• Lease, sale or rental of capital equipment
• Forecasting Accuracy
– Clinical• Clinical/financial outcome studies
• Protocols via internet
Horizon Performance GroupPlan Project Overview
HPG Process Overview
Horizon Performance GroupTraining Plan Project Overview
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Process Overview
CONFIRMMANAGEMENT
SUPPORT
DO NEEDSANALYSIS
(Gaps & Competencies)
PRESENT TRAININGACTION PLAN
YES
YESACCPETED
NO
NOPROGRAM
NOTTRAININGPROBLEM
NOPROGRAM
OR NOTSUFFICIENTPERCEIVEDNEED
REVISE
NOPROGRAM
NOTACCEPTED
APPROVEDFORDEVELOPMENT
DESIGN/DEVELOPTRAINING
DESIGNMEASUREMENT& FOLLOW-UP
SELECT ANDTRAIN TRAINERS
VALIDATE WITHPILOT GROUP
COLLECT DATA,ANALYZE, MAKE
CHANGES
IMPLEMENTWITH FINALMATERIAL
MANAGEMENTREVIEW
MANAGEMENTREVIEW
REDESIGN
NOWORK
ON-GOING
MONITOR & ENHANCE
IDENTIFIEDNEEDS
SALES PROCESSANALYSIS
SALES PROCESSALIGNMENT
Horizon Performance GroupTraining Plan Project Overview
MONITORPROGRESS
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HPG Client Project Objectives
Horizon Performance GroupPlan Project Overview
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Training Plan Project Overview
Project Objectives - Example
Foundation & Skills
Development
Building on the
Foundation
Ongoing Learning To
and Thru Performance
3 Days 1 DayField
Application90-180Days
• Implement an ongoing account strategy• Develop strong customer relationships• Prepare for and open the sales call• Establish, maintain and focus the sales dialogue• Identify relevant and significant customer needs• Thoroughly qualify each sales opportunity• Recommend approaches and present solutions• Clarify and manage customer concerns• Gain customer commitment and close the sale• Close the call and follow through on commitments
17Horizon Performance Group
Training Plan Project Overview
Integrated Sales Development
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HPG - Resource Rich
• Strategic Intent planning processes• Organizational development and training in clinical Dx• Process oriented, professional team develops custom
tailored programs tied to organizational goals• Extensive network of competent, experienced, highly-
trained business consultants• Affiliates positioned across the United States• Certified in multiple sales models and time mgmnt.• Licensed provider of software communication and
planning tool for upper to middle management.
Horizon Performance GroupPlan Project Overview
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“Excellence is not an act, but a habit.”
Aristotle
“The best way to predict the future is to create it.”
Peter Drucker
Horizon Performance GroupTraining Plan Project Overview