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Transforming	
  Order	
  Takers	
  to	
  
Sales	
  Makers	
  
“Increasing	
  sales	
  force	
  effec8veness	
  	
  
through	
  in	
  field	
  assessments,	
  
coaching	
  and	
  planning”	
  
Sales	
  Force	
  Effec8veness	
  
•  My	
  approach	
  is	
  to	
  use	
  data	
  from	
  in	
  field	
  
observa8on	
  to	
  provide	
  an	
  independent	
  review	
  
of	
  sales	
  team	
  effec8veness.	
  
•  Review	
  includes	
  all	
  elements	
  of	
  selling	
  from	
  
sales	
  readiness,	
  key	
  account	
  management,	
  
compe88ve	
  posi8oning	
  to	
  team	
  and	
  individual	
  
presenta8on	
  skills	
  
•  Sales	
  force	
  culture	
  and	
  alignment	
  with	
  core	
  
company	
  values	
  to	
  measure	
  engagement.	
  	
  
25/11/15	
  
Prepared	
  by	
  John	
  Beveridge	
  –	
  	
  “Order	
  Taker	
  
to	
  Sales	
  Maker"	
  
2	
  
Sales	
  Diagnos8cs	
  
•  Review	
  of	
  win-­‐lose	
  ra8os,	
  pipeline	
  of	
  forward	
  
work	
  and	
  new	
  customer	
  share	
  ac8vity,	
  quote	
  
conversion	
  to	
  order,	
  pricing	
  strategy,	
  forecas8ng.	
  
•  Rep	
  produc8vity,	
  accuracy	
  of	
  call	
  cycles,	
  value	
  
add	
  selling,	
  margin	
  versus	
  volume	
  trade	
  offs,	
  
close	
  rates,	
  customer	
  awareness	
  and	
  presence.	
  
•  Report	
  on	
  individual	
  sales	
  representa8ve	
  
effec8veness	
  and	
  ranking	
  of	
  talent	
  within	
  the	
  
sales	
  team.	
  
25/11/15	
  
Prepared	
  by	
  John	
  Beveridge	
  –	
  ”Order	
  Taker	
  
to	
  Sales	
  Maker"	
  
3	
  
Sales	
  Team	
  Structure	
  and	
  Resources	
  
•  Independent	
  overview	
  of	
  sales	
  team	
  
structure,	
  resources	
  and	
  ability	
  to	
  deliver	
  sales	
  
growth.	
  
•  Coaching	
  and	
  development	
  plans	
  for	
  
individual	
  sales	
  team	
  members.	
  
•  Talent	
  management	
  and	
  incen8ve	
  reviews	
  
•  Tailored	
  plan	
  prepared	
  for	
  	
  improving	
  sales	
  
force	
  effec8veness.	
  
25/11/15	
  
Prepared	
  by	
  John	
  Beveridge	
  –	
  ”Order	
  Taker	
  
to	
  Sales	
  Maker"	
  
4	
  
Methodology	
  
•  In	
  field	
  observa8ons	
  from	
  live	
  sales	
  calls	
  to	
  	
  
observe	
  skills	
  and	
  self	
  management	
  	
  
•  Independent	
  coaching	
  and	
  performance	
  
management	
  feedback.	
  
•  Review	
  of	
  sales	
  processes	
  including	
  use	
  of	
  
tools,	
  performance	
  against	
  budgets	
  set.	
  
•  Review	
  of	
  overall	
  engagement	
  and	
  company	
  
sales	
  culture	
  
25/11/15	
  
Prepared	
  by	
  John	
  Beveridge	
  –	
  ”Order	
  Taker	
  
to	
  Sales	
  Maker"	
  
5	
  
My	
  Background	
  
•  20	
  plus	
  years	
  of	
  sales	
  management	
  in	
  business	
  to	
  
business	
  sales	
  teams	
  in	
  industrial	
  products.	
  
•  30	
  years	
  of	
  key	
  account	
  management	
  sales	
  
experience	
  in	
  a	
  variety	
  of	
  industries	
  from	
  FMCG	
  
to	
  telecommunica8ons.	
  
•  Senior	
  leadership	
  experience	
  in	
  branch	
  
management,	
  general	
  management,	
  CEO	
  and	
  
owner	
  operated	
  businesses.	
  
•  Track	
  record	
  of	
  building	
  engagement	
  and	
  team	
  
effec8veness	
  to	
  get	
  revenue	
  and	
  margin	
  growth.	
  
25/11/15	
  
Prepared	
  by	
  John	
  Beveridge	
  –	
  	
  “Order	
  Taker	
  
to	
  Sales	
  Maker"	
  
6	
  
My	
  Approach	
  
•  A	
  sales	
  force	
  is	
  a	
  substan8al	
  investment	
  which	
  
if	
  not	
  performing	
  or	
  well	
  aligned	
  to	
  business	
  
strategy	
  can	
  destroy	
  value.	
  
•  I	
  am	
  comfortable	
  working	
  across	
  a	
  range	
  of	
  
different	
  sales	
  environments	
  and	
  can	
  provide	
  
valuable	
  first	
  hand	
  insights	
  to	
  improving	
  
performance.	
  
•  This	
  work	
  can	
  be	
  done	
  working	
  alongside	
  
management	
  and	
  leadership	
  
25/11/15	
  
Prepared	
  by	
  John	
  Beveridge	
  –	
  ”Order	
  Taker	
  
to	
  Sales	
  Maker"	
  
7	
  
My	
  Approach	
  
•  I	
  can	
  tailor	
  my	
  services	
  to	
  target	
  the	
  high	
  value	
  
sales	
  areas	
  and	
  deliver	
  a	
  fast	
  and	
  ac8on	
  
biased	
  plan	
  for	
  implementa8on	
  and	
  an	
  
immediate	
  li	
  in	
  performance.	
  
•  I	
  am	
  an	
  experienced	
  senior	
  level	
  sales	
  leader	
  
and	
  coach	
  that	
  can	
  find	
  pragma8c	
  solu8ons	
  to	
  
common	
  sales	
  problems	
  to	
  build	
  revenue	
  
growth.	
  	
  
25/11/15	
  
Prepared	
  by	
  John	
  Beveridge	
  –	
  ”Order	
  Taker	
  
to	
  Sales	
  Maker"	
  
8	
  

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Transforming Order Takers to Sales Makers

  • 1. Transforming  Order  Takers  to   Sales  Makers   “Increasing  sales  force  effec8veness     through  in  field  assessments,   coaching  and  planning”  
  • 2. Sales  Force  Effec8veness   •  My  approach  is  to  use  data  from  in  field   observa8on  to  provide  an  independent  review   of  sales  team  effec8veness.   •  Review  includes  all  elements  of  selling  from   sales  readiness,  key  account  management,   compe88ve  posi8oning  to  team  and  individual   presenta8on  skills   •  Sales  force  culture  and  alignment  with  core   company  values  to  measure  engagement.     25/11/15   Prepared  by  John  Beveridge  –    “Order  Taker   to  Sales  Maker"   2  
  • 3. Sales  Diagnos8cs   •  Review  of  win-­‐lose  ra8os,  pipeline  of  forward   work  and  new  customer  share  ac8vity,  quote   conversion  to  order,  pricing  strategy,  forecas8ng.   •  Rep  produc8vity,  accuracy  of  call  cycles,  value   add  selling,  margin  versus  volume  trade  offs,   close  rates,  customer  awareness  and  presence.   •  Report  on  individual  sales  representa8ve   effec8veness  and  ranking  of  talent  within  the   sales  team.   25/11/15   Prepared  by  John  Beveridge  –  ”Order  Taker   to  Sales  Maker"   3  
  • 4. Sales  Team  Structure  and  Resources   •  Independent  overview  of  sales  team   structure,  resources  and  ability  to  deliver  sales   growth.   •  Coaching  and  development  plans  for   individual  sales  team  members.   •  Talent  management  and  incen8ve  reviews   •  Tailored  plan  prepared  for    improving  sales   force  effec8veness.   25/11/15   Prepared  by  John  Beveridge  –  ”Order  Taker   to  Sales  Maker"   4  
  • 5. Methodology   •  In  field  observa8ons  from  live  sales  calls  to     observe  skills  and  self  management     •  Independent  coaching  and  performance   management  feedback.   •  Review  of  sales  processes  including  use  of   tools,  performance  against  budgets  set.   •  Review  of  overall  engagement  and  company   sales  culture   25/11/15   Prepared  by  John  Beveridge  –  ”Order  Taker   to  Sales  Maker"   5  
  • 6. My  Background   •  20  plus  years  of  sales  management  in  business  to   business  sales  teams  in  industrial  products.   •  30  years  of  key  account  management  sales   experience  in  a  variety  of  industries  from  FMCG   to  telecommunica8ons.   •  Senior  leadership  experience  in  branch   management,  general  management,  CEO  and   owner  operated  businesses.   •  Track  record  of  building  engagement  and  team   effec8veness  to  get  revenue  and  margin  growth.   25/11/15   Prepared  by  John  Beveridge  –    “Order  Taker   to  Sales  Maker"   6  
  • 7. My  Approach   •  A  sales  force  is  a  substan8al  investment  which   if  not  performing  or  well  aligned  to  business   strategy  can  destroy  value.   •  I  am  comfortable  working  across  a  range  of   different  sales  environments  and  can  provide   valuable  first  hand  insights  to  improving   performance.   •  This  work  can  be  done  working  alongside   management  and  leadership   25/11/15   Prepared  by  John  Beveridge  –  ”Order  Taker   to  Sales  Maker"   7  
  • 8. My  Approach   •  I  can  tailor  my  services  to  target  the  high  value   sales  areas  and  deliver  a  fast  and  ac8on   biased  plan  for  implementa8on  and  an   immediate  li  in  performance.   •  I  am  an  experienced  senior  level  sales  leader   and  coach  that  can  find  pragma8c  solu8ons  to   common  sales  problems  to  build  revenue   growth.     25/11/15   Prepared  by  John  Beveridge  –  ”Order  Taker   to  Sales  Maker"   8