CRM 360 looks at your CRM platform as the heart of your relationships with your marketplace. It can and should also look at the productivity of your sales team. See three ways you might be hurting your opportunity pipeline without even realizing it - and how to cure the problems.
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Three Sure-Fire Ways to Kill Your Pipeline - and How to Avoid Them
2. CRM360
4-part Series brought to you by Ticomix,
SugarCRM, D&B, Nurture Marketing and Bristol
Strategy Group
What is CRM360?
Part 3: 3 Sure-Fire Ways to Kill Your Pipeline And
How toAvoid Them
Whats Next:
5/7 @ 10:30AM ET: Leveraging your CRM for
Maximum Success
3. ABOUT ELLEN
Expert on Sales-Force
Productivity
Researcher, Metrics
Geek
Provocateur
20 Years Carrying a Bag
(and Scars to Prove It)
4. 3 SURE-FIRE WAYS TO KILLYOUR PIPELINE
No Prospect Profiling
Ineffective or
Incomplete Lead
Scoring
Mismanaging Pipeline
Data
5. THE LEAKYBUCKETASSESSMENT
Leaking Like a Sieve
Prospect Profiling
Encouraged Not
Documented
Lead Scoring Falls to
Hot Money
Pipeline Targets?
Huh?
6. LEAKYBUCKET RESULTS 700 RESPONSES
Leaking Like a Sieve! Call the Help Line! Preventive Maintenance! WATERTIGHT!
8. PIPELINE KILLER 1: BAD PROSPECT PROFILING
Focused on SELLER
Anyone with Address
and Pulse Will Do
If They Have Money,
Theyre Qualified
9. LEAKYBUCKET SCORES ON PROSPECT PROFILING
Leaking Like a Sieve: 15% Call the Help Line: 61%
10. THE CURE: PROSPECT PROFILING DONE RIGHT
Focused on BUYER!
Cousin Judy Approach
Focus: Buyer Motivation,
Readiness to Buy
Already Looking for
YOU!!!!
11. PIPELINE KILLER 2: LEAD SCORING
Leads Not Scored or
Scoring Subjective
Scoring is Fact-Based;
Qualitative Ignored
Reps Ignore Scores
12. LEAKYBUCKET ON LEAD SCORING SAME STATS!
Leaking Like a Sieve: 15% Call the Help Line: 61%
16. CRM 360: DRIVING IMPROVED PRODUCTIVITY
Classic CRM: Expensive Rolodex,
Calendar, Trailing Pipeline Mgmt
CRM 360 Live: Business Intelligence,
Sales-Force Productivity, Competitiveness
Captures Data Supporting Analysis
Evidence Drives Root-Cause Analysis
Insights for Improvement Initiatives
Feedback Loop for Lead Nurturing,
Outreach, Market ID and Selection
17. ANALYTICAL INSIGHTS
Distribution ofAccounts by Scorecard Rank
Distribution of Opportunities by Rank, Revenue
and Opportunity Stage
Useful for:
Root-CauseAnalysis
Analyze Cycle Times Based on Data
Understand, Improve Conversion Ratios
18. SPECIALOFFER FOR CRM 360 LIVE TOUR
PARTICIPANTS
Complete Your Leaky Bucket Assessment for
Sales-Force Productivity
Free, Private, Confidential Review by Phone
Free Copy of Our E-Book The Myth-Busters
Handbook: Five Myths that Slow Down Sales
and How toAvoid Them