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Sales Enablement Planning
息 Digital Route AB 2013 - Proprietary and Confidential Information
Sales enablement is a measurable set
of activities that equip sales teams with
tools, techniques, and insights that
increase sales results.
Knowledgetree
息 Digital Route AB 2014 - Proprietary and Confidential Information
3
Sales Enablement
Salespeople are facing obstacles at every turn:
 73% of sales reps believe better data would help
them win more deals
 89% of sales reps have missed sales opportunities
because of missing information (or overload)
 Sales spend to much time looking for and create
content (up to 70% Forrester)
息 Digital Route AB 2014 - Proprietary and Confidential Information
4
Goals
 Ensure Salespeople are equipped to have
valuable conversations that help buyers
advance through their buying process.
 Messages & strategies that are learned from
experience with buyers.
 Adds value in sales conversations!
 Build e-learning plan
息 Digital Route AB 2014 - Proprietary and Confidential Information
5
Lessons learned
 Treat sales enablement content creation
like a Marketing Campaign:
 Target Message to different Stage in the
Buying Cycle
 Think about our Audience.. The Sales
Team卒s
 Add a Call-to-Action after each sales
training
 Measure all content
 Reward Achievements
 Salespeople are driven by goals, which
makes an achievement-based training
program another excellent option.
 Sales Enablement is not just Videos
 Playbooks
 Q&A卒s
 Messaging document
 The videos just connect the dots .
息 Digital Route AB 2014 - Proprietary and Confidential Information
6
Follow The Customer Through Their Cycle
Find
Justification/
Learn
Engage Buy Renew Upgrade
We might
have a
problem.
We understand
our problem
and need a
solution.
Your solution
applies to our
needs.
The business case
applies to our needs.
We need reassurance
we made the right
decision.
Educate Enable Reinforce
Customer
buying
process
Sales
Person
needs
Sales Enablement Content  The Fuel
Sales Enablement Technologies The Engine
息 Digital Route AB 2014 - Proprietary and Confidential Information
7
Follow The Customer Through Their Cycle
Find
Justification/
Learn
Engage Buy Renew Upgrade
We might
have a
problem.
Educate Enable Reinforce
Customer
buying
process
Sales
Person
needs
Thought
Leadership:
 Articles
 Social Media
 Newsletters
 White Papers
We understand
our problem
and need a
solution.
Your solution
applies to our
needs.
The business case
applies to our needs.
We need reassurance
we made the right
decision.
Product/Solution:
 Webinars
 Reports
 Product
Collateral
 Video卒s
Value:
 Case Studies
 Blogs
 Sub-sites
 Self-Guided Demo
Competitive Edge:
 Demos
 Competitive Tools
 Testimonials
Financial Justification:
 Trials
 ROI Tools
 Proof of Concept
We might
have a
problem.
SA Plan
息 Digital Route AB 2014 - Proprietary and Confidential Information
9
Planning
 Audit existing material
 What can be used, re purposed
 What is missing
 Sales Playbooks (guides)
 Analytics
 Persona content
 Product content
 Customer success content
 Q&A卒s
 ROI material
 Build Production plan
 Knowledge transfer plan (e-learning)
Planning
息 Digital Route AB 2014 - Proprietary and Confidential Information
10
Engagement
 E-learning plan
 Videos
 Presentations
 White boarding
 animations
 Solution selling tools
 External reports (proof)
 Collaboration
 Deliver relevant an valuable
content
 On-Demand & On-Going (robust,
user friendly, integrated with CRM)
Engagement
息 Digital Route AB 2014 - Proprietary and Confidential Information
11
Follow-up
 Follow-up
 Results of e-learning
 Share results with Sales Leadership
 Agree on SLA卒s
 Get feedback
 CRM integration
 Keep training fresh (repetition key)
Engagement
息 Digital Route AB 2014 - Proprietary and Confidential Information
12
Matrix
Owner Market opp Competitive Technical
Sales
Pre-Sales
Delivery
Sales:
 Product knowledge
 Drivers/qualify
(persona)
 Domain/trend know
 Competitive knowledge
 Use Cases
 References (win/loss)
 ROI
Pre-Sales:
 Domain/trend know
 Product knowledge
 Eco System?
 Competitive knowledge
 Use Cases
 Solution Design
Delivery:
 Services offerings
 Product knowledge
 Solution Design
 Implementation
息 Digital Route AB 2014 - Proprietary and Confidential Information
13
Must have sales enablement content
 Persona Documents
 In order to fully convey the value of your companys offerings, you have to fully understand your
personas  specifically your buyers and users. Your sales team should understand your buyers
top pains, challenges, motivations and responsibilities.
 Product Content
 Ultimately your sales team should know as much information about your products as your
product team experts. Various types of product specific content can help you get there,
including demos, overviews, videos, solution architectures, product pages and presentations.
 Customer Success Content
 Any content that shows the value of your offerings and highlights the success of your customers
is an important, credible asset for your sales team. This type of content can appear in many
formats from testimonial quotes, to written case studies, to customer videos.
息 Digital Route AB 2014 - Proprietary and Confidential Information
14
Basic SA Material
 Data Sheet
 Product Presentations
 Vision of Product (PPT, White Board video)
 Technical & Functional presentation (PPT, White Board video)
 Price list
 Competitive Analysis
 Objection handling main competitors
 Reference Cases

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Sales enablement 1.0

  • 2. 息 Digital Route AB 2013 - Proprietary and Confidential Information Sales enablement is a measurable set of activities that equip sales teams with tools, techniques, and insights that increase sales results. Knowledgetree
  • 3. 息 Digital Route AB 2014 - Proprietary and Confidential Information 3 Sales Enablement Salespeople are facing obstacles at every turn: 73% of sales reps believe better data would help them win more deals 89% of sales reps have missed sales opportunities because of missing information (or overload) Sales spend to much time looking for and create content (up to 70% Forrester)
  • 4. 息 Digital Route AB 2014 - Proprietary and Confidential Information 4 Goals Ensure Salespeople are equipped to have valuable conversations that help buyers advance through their buying process. Messages & strategies that are learned from experience with buyers. Adds value in sales conversations! Build e-learning plan
  • 5. 息 Digital Route AB 2014 - Proprietary and Confidential Information 5 Lessons learned Treat sales enablement content creation like a Marketing Campaign: Target Message to different Stage in the Buying Cycle Think about our Audience.. The Sales Team卒s Add a Call-to-Action after each sales training Measure all content Reward Achievements Salespeople are driven by goals, which makes an achievement-based training program another excellent option. Sales Enablement is not just Videos Playbooks Q&A卒s Messaging document The videos just connect the dots .
  • 6. 息 Digital Route AB 2014 - Proprietary and Confidential Information 6 Follow The Customer Through Their Cycle Find Justification/ Learn Engage Buy Renew Upgrade We might have a problem. We understand our problem and need a solution. Your solution applies to our needs. The business case applies to our needs. We need reassurance we made the right decision. Educate Enable Reinforce Customer buying process Sales Person needs Sales Enablement Content The Fuel Sales Enablement Technologies The Engine
  • 7. 息 Digital Route AB 2014 - Proprietary and Confidential Information 7 Follow The Customer Through Their Cycle Find Justification/ Learn Engage Buy Renew Upgrade We might have a problem. Educate Enable Reinforce Customer buying process Sales Person needs Thought Leadership: Articles Social Media Newsletters White Papers We understand our problem and need a solution. Your solution applies to our needs. The business case applies to our needs. We need reassurance we made the right decision. Product/Solution: Webinars Reports Product Collateral Video卒s Value: Case Studies Blogs Sub-sites Self-Guided Demo Competitive Edge: Demos Competitive Tools Testimonials Financial Justification: Trials ROI Tools Proof of Concept We might have a problem.
  • 9. 息 Digital Route AB 2014 - Proprietary and Confidential Information 9 Planning Audit existing material What can be used, re purposed What is missing Sales Playbooks (guides) Analytics Persona content Product content Customer success content Q&A卒s ROI material Build Production plan Knowledge transfer plan (e-learning) Planning
  • 10. 息 Digital Route AB 2014 - Proprietary and Confidential Information 10 Engagement E-learning plan Videos Presentations White boarding animations Solution selling tools External reports (proof) Collaboration Deliver relevant an valuable content On-Demand & On-Going (robust, user friendly, integrated with CRM) Engagement
  • 11. 息 Digital Route AB 2014 - Proprietary and Confidential Information 11 Follow-up Follow-up Results of e-learning Share results with Sales Leadership Agree on SLA卒s Get feedback CRM integration Keep training fresh (repetition key) Engagement
  • 12. 息 Digital Route AB 2014 - Proprietary and Confidential Information 12 Matrix Owner Market opp Competitive Technical Sales Pre-Sales Delivery Sales: Product knowledge Drivers/qualify (persona) Domain/trend know Competitive knowledge Use Cases References (win/loss) ROI Pre-Sales: Domain/trend know Product knowledge Eco System? Competitive knowledge Use Cases Solution Design Delivery: Services offerings Product knowledge Solution Design Implementation
  • 13. 息 Digital Route AB 2014 - Proprietary and Confidential Information 13 Must have sales enablement content Persona Documents In order to fully convey the value of your companys offerings, you have to fully understand your personas specifically your buyers and users. Your sales team should understand your buyers top pains, challenges, motivations and responsibilities. Product Content Ultimately your sales team should know as much information about your products as your product team experts. Various types of product specific content can help you get there, including demos, overviews, videos, solution architectures, product pages and presentations. Customer Success Content Any content that shows the value of your offerings and highlights the success of your customers is an important, credible asset for your sales team. This type of content can appear in many formats from testimonial quotes, to written case studies, to customer videos.
  • 14. 息 Digital Route AB 2014 - Proprietary and Confidential Information 14 Basic SA Material Data Sheet Product Presentations Vision of Product (PPT, White Board video) Technical & Functional presentation (PPT, White Board video) Price list Competitive Analysis Objection handling main competitors Reference Cases