This presentation presents a simple and highly effective approach to increasing sales productivity and sales in financial institutions, but also applicable to any sales driven organisation in any industry. It addresses three key areas. The Sales Process; The Sales Leadership Process and a unique proprietary sales optimising technology platform, called Sales MeXimiZer which embeds and drives the sales and sales leadership processes. A combination of these three critical pillars, embed a customer centric, needs based, relationship driven sales culture in any firm / organisation.
Transcript of The Simplest, most effective and sustainable way to Increase Sales Productivity and Sales Revenue
2014 TRANSFORMING SALES & SERVICE
2014 THE MOST EFFECTIVE WAY FOR YOUR BANK TO SIGNIFICANTLY INCREASE SALES AND SALES REVENUE ON A SUSTAINED BASIS
2014 Our Sales Experience 11 Countries 1000s of Salespeople 1000s of Sale Leaders
2014 The Issues around Sales Productivity Sales are down Competition is strong Need to increase We want a structured sales discipline / process Are my sales people doing the right things, everyday? We need to improve sales capability We need Sales leaders to be on top of things
2014 Embed & Drive the Sales Culture FRONT LINE STAFF HAVE CAPABILITY ON: Generating Opportunities Action Planning Contacting Pipeline Management Closing LEADERS CAN: Track, Monitor, Measure, Report Coach & Develop Capability Reward & Recognize Embedded Through Sales MeXimiZer
2014 What is the Sales MeXimiZer? A unique Sales-optimization technology platform RequiresminimalITresources6 Analysessaleseffectiveness5 Monitorssalesprocessimplementation4 DrivesdailysalesOPCIPCsalesprocessfromOpportunitytoClose3 CapturesallPre-Salesprocessdatabysalesperson,product,customer, segment&geography2 Web-based,fully-automatedSalesManagementsolutiononyourserver andfingertips(literally)1
2014 SMeX starts where a CRM leaves off Planning Contacting Interview/Meeting Pipeline Closure Leadershipis able to Track Generatingratios & reports Sales MeXimiZer moves the opportunity to Customerprofilingfor existing & future Needs CustomerLeads/ Referrals. Data mining Marketingcampaigns Transactiondata analysis Etc.... CRM is 1 of many different opportunity sources of e.g..
2014 Customized Sales tools and scripts. Bank Hierarchy, roles, functions, user name IDs Pre formatted forms and tools to drive the process. Integration withemail server user friendly tools toplan, capture daily customer engagement, conduct customer needs profiling, use sales scripts Features All Customer data withproduct holdings, portfolios All Products by name, ID, segment, business. All sales-persons data (RM, PB, etc) tagged tocustomer All bank employee data Data sync routine withCBS. Features Sales MeXimiZer comes Pre-configured
2014 Provides REAL-TIME info from CEO to RM Find out Whats working, Whats NOT, Where and Why? MOST IMPORTANTLY What to do, Where & When? Targeting, Tracking, Monitoring, Measuring Activity & Results against targets every MINUTE on your fingertips!
2014 Provides every report ever wanted & What to do to increase Sales Iwanttoincreasesalesfrom xtoyby30th June2014-What shouldIdo? IwonderWHYHaiderconsistentlysellsmore andwhatdoes hedo? IwonderWHYTeamXhasdonebetterthanTeamYinSales thisweek? IwonderWHYwesoldmorelastquartervsthisquarter? NOanalytics teamtocreatereports! Simple drag/dropto createyour own.Saveyour favorites!