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SMA Online Experts’ Exchange
February 25, 2011
Presented by
© Copyright 2011 The Sales Management Association.
Managing “Pre-Sales:” Making the Most of
Sales Engineering Investments
About the Sales Management Association
A global, cross-industry professional association for sales
operations and sales management.
Focused in providing research, case studies, training, peer
networking, and professional development to our membership.
Fostering a community of thought-leaders, service providers,
academics, and practitioners.
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© 2011 The Sales Management Association . All rights reserved Slide 2
Learn More: www.salesmanagement.org
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10
Workshop: “Optimizing Sales Management’s Coaching Impact”
A workshop for sales leaders interested in implementing, assessing, and optimizing effective sales coaching programs in their sales organization. Held at Emory University’s Goizueta Business School in Atlanta.
Join Us for this upcoming SMA event
Today’s Presenters
© 2011 The Sales Management Association . All rights reserved
John CareManaging Director
Mastering Technical Sales
Slide 3
Sean CullenDirector, Global Field Strategy & Operations
SAP America
John LittletonSales Engineering Manager
Cisco Systems
Presenters’ Background
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Sean Cullen
• Director of Global Field Strategy & Operations at SAP America.
• Over 20 years work experience in sales and business operations,
strategic management, and business analysis at MCI, DataPath,
Ariba, and BusinessObjects (acquired by SAP).
• At SAP Sean’s focus has been developing and maturing global field
operations function
Slide 4© 2011 The Sales Management Association . All rights reserved
John Littleton
• Sales Engineering Manager at Cisco Systems.
• Has worked in the Networking Industry for over 18 years. John has
spent over 10 years in Sales Engineering Leadership, with the last
5 years working for Cisco Systems.
• Prior to Cisco, John worked for a Partner, other Manufacturers, and
a start-up company in various roles including Network Consultant,
Systems Engineer, Account Manager and Systems Engineering
Manager.
Presenters’ Background
5 Slide 5© 2011 The Sales Management Association . All rights reserved
John Care
• Managing Director of Mastering Technical Sales.
• Previous positions managing pre-sales teams at Oracle, Sybase,
Vantive, Clarify, HP, Business Objects.
• Published in CIO, InfoWorld, Touchline and The Wall Street
Journal.
• Most recently he was Vice President and Area Manager of Pre-
Sales at CA.
Managing “Pre-Sales:” Making the Most of Sales Engineering Investments
February 25, 2011
Presented by
© Copyright 2011 The Sales Management Association.
Managing Pre-Sales at Cisco
SE Engagement
Slide 7© 2011 Copyright Cisco Systems. Used with permission by The Sales Management Association. All rights reserved.
Strategic Account Engagement
• Less is More
• Assign Strategic Accounts per SE (Sales and SE Management)
–SE’s Develop regular scheduled calls once every other week (Set Goal per week)
– Current projects
– Lunch & Learn
– Product Updates
– Proactive Product Specialist Engagement
–SE’s have formal architecture account planning session with AM
• Consistency Outperforms any Individual Effort
• Metrics
–Monitor SE engagement in Strategic Accounts
–Show Technologies covered within Strategic Accounts
–Show pipeline/bookings for strategic accounts
–Account Plan – Architecture Review with AM
How to Finish First:
Do the Things that Matter Well
Slide 8© 2011 Copyright Cisco Systems. Used with permission by The Sales Management Association. All rights reserved.
Measure for Success
SE Name, Account Name, Strategic/Opportunity - Examples below use only three variables
Team Account
EngagementSE #2 Strategic
Account Focus
SE #2 Strategic
Account Focus
Slide 9© 2011 Copyright Cisco Systems. Used with permission by The Sales Management Association. All rights reserved.
It’s all in the Execution
• Prescribe – Direct - Measure
• Drive Adoption/Culture
- Get agreement on “Must Wins”
- Set reasonable/achievable goals with team
input/feedback
- Leverage SE Activity Data
- Review Progress – Let the SE Lead discussion!
- SE details “What’s working/What’s Not”
Style Matters!!!
Slide 10© 2011 Copyright Cisco Systems. Used with permission by The Sales Management Association. All rights reserved.
Managing “Pre-Sales:” Making the Most of Sales Engineering Investments
February 25, 2011
Presented by
© Copyright 2011 The Sales Management Association.
Data Driven SE Business
Slide 12
Sales Engineering or “SE” = Presales function
© 2011 SAP. Used with permission by The Sales Management Association . All rights reserved
Sales Engineering = Pre-Sales
Slide 13© 2011 SAP. Used with permission by The Sales Management Association . All rights reserved
The Field Faces Increasing Business Challenges & Pressures
Slide 14
Consultative Approach to Addressing Business:
© 2011 SAP. Used with permission by The Sales Management Association . All rights reserved
Slide 15
Data Driven SE Organization Relies on Systems:
© 2011 SAP. Used with permission by The Sales Management Association . All rights reserved
Slide 16
Metrics Can Bring Visibility To Sales Contribution:
© 2011 SAP. Used with permission by The Sales Management Association . All rights reserved
Dashboards can elevate management visibility to the SE metrics
and call for action in the business.
Slide 17
Note: Produced in SAP BusinessObjects Dashboard, formerly known as Xcelsius
© 2011 SAP. Used with permission by The Sales Management Association . All rights reserved
Dashboards Elevate Management Visibility
Slide 18© 2011 SAP. Used with permission by The Sales Management Association . All rights reserved
Basis for SE Resource or Investment Planning:
Managing “Pre-Sales:” Making the Most of Sales Engineering Investments
February 25, 2011
Presented by
© Copyright 2011 The Sales Management Association.
Pre-Sales Enablement Best Practices
The Three Big Messages From This Session
Slide 20© 2011 Mastering Technical Sales. Used with permission by The Sales Management Association . All rights reserved
We’re Different!
Three Kinds Of Training
Why It’s Important
(aka Why You Should Care..)
Pre-Sales Are Different
Slide 21
Pre-Sales ≠ Sales
© 2011 Mastering Technical Sales. Used with permission by The Sales Management Association . All rights reserved
The Three Kinds Of Training/Enablement
Slide 22
Technology
Solutions
Personal
© 2011 Mastering Technical Sales. Used with permission by The Sales Management Association . All rights reserved
Think About The Engagement Model
Slide 23
Time
Leve
l of C
once
rn
Risk
Price
Needs
Solution
Cost
Phase I Phase II Phase III
Technical Validation
Complex Demo
POC +Trial
Differentiation
Initial Meetings
Discovery
RFx
Standard Demo
Technical “Whack-
A-Mole”
© 2011 Mastering Technical Sales. Used with permission by The Sales Management Association . All rights reserved
Four Reasons Why It’s So Important
Slide 25
Career Development =
Employee Retention
Skills = Pipeline
Skills = Velocity
Skills = Revenue
© 2011 Mastering Technical Sales. Used with permission by The Sales Management Association . All rights reserved
What’s Your ROPE?
Slide 26
Can You Measure It?
How Do You Know If It’s
Any Good?
How Can You Make It
Better?
© 2011 Mastering Technical Sales. Used with permission by The Sales Management Association . All rights reserved