Intelligent Sales Outsourcing Solutions Since 1998
Sales Focus, Inc.
Sales Intelligence Methodology
S.O.L.D.™
1. Phase I – Study
a. Review of Current Business Environment
i. Business Plan Review
ii. Review Perceived Market Presence – Customers, Employees, Partners
iii. Review Executive Goals & Objectives
b. Existing Sales Strategy Overview - SWOT
i. Review Current Market Position
ii. Review Key Differentiators
iii. Review New Revenue Opportunities
iv. Review Competitive Landscape
v. Review Current Organizational Layout
Phase I Deliverable – Executive Summary of Current Sales Environment
2. Phase II – Organize
a. Staffing Plan
i. Organizational Layout
ii. Job Descriptions
iii. Commission Plans
iv. Quota Alignment to Corporate Objectives
v. Implement Recruiting Process
b. Tactical Sales & Marketing Revenue Generation Program
i. Develop Executive Sales Strategy
ii. Identify/Target Sales Channels
1. Develop Ideal Client Profile
2. Develop Ideal Partner Profile
iii. Align Sales Strategy to Corporate Goals
iv. Develop Elevator Sales Pitch
v. Verify/Develop Content for Collateral Material
vi. Identify Competitive Landscape
vii. Develop Service Level Agreements (SLA’s)
c. Sales Processes
i. Lead Generation & Conversation
ii. Forecasting Tools
iii. Sales Support Requirements – Technical, Financial, Marketing, etc.
iv. SFA/CRM Tool Recommendations
v. SFA/CRM Technical Requirements
Phase II Deliverable – Customized Sales Tool Kit
3. Phase III – Launch
a. Sales Toolkit Implementation
i. HR Onboarding
ii. Sales & Product Training
iii. Technology & Operational Training
iv. Role Playing
v. Launch Sales Force “Feet-on-the-Street”
Phase III Deliverable – Sales Managers Tool Kit
4. Phase IV – Direct
a. Implement Sales Management Tools
i. Develop Reward & Retention Programs
ii. Implement Sales Management Tools
iii. Ongoing Sales & Product Training
iv. Daily Activity Metric Management
v. Pipeline Development
vi. Opportunity Forecasting
vii. Weekly Calibration Calls with Clients
viii. Sales Plan Revisions
ix. Manage SLA’s to Meet Client Expectations
Phase IV Deliverable – Scalable Program Success and Growth
Intelligent Sales Outsourcing Solutions Since 1998