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Stage 1.0 BENCHMARKING & CONSULTING GAP ANALYSIS
  • Identify & document "go-to-market" strategy at enterprise level.
  • Identify geographic markers & sales force organizational structures.
  • Develop analysis structure & identify short list of internal best-practice locations
  • Conduct & document discovery & interview session with best-practice locations
  • Identify external best-practices in similar industries and "go-to-market" strategies.
  • Compare to internal best-practice locations and identify Gaps to prioritize.
 Stage 2.0 SALES AND MARKETING INTELLIGENCE
  • Evaluate line of business and vertical/horizontal market spaces.
  • Develop detailed customer profiles and segmentation models.
  • Identify high probability customer criteria.
  • Run criteria against lead generation database.
  • Identify sales force coverage and sort lead pool into existing territories.
  • Develop sales conversion formulas to identify "realistic" sales projections
 Stage 3.0 SALES CONSULTING MODEL
  • Identify & document current "go-to-market" strategy and sales model
  • Compare "go-to-market" strategy to external best-practices in similar market spaces.
  • Identify gaps and internal best-practices
  • Develop action plan to fill gaps and proliferate internal best-practices.
  • Develop appropriate sales cycle in alignment with new model
  • Begin forming sales processes in support of the new sales model and cycle.
 Stage 4.0 SALES MARKETING PROCESS
  • Map existing sales and supporting processes.
  • Compare existing sales processes to internal and external best-practices.
  • Identify areas of opportunity for change
  • Compare existing sales processes to the new sales model/cycle.
  • Adapt existing best-practice processes in alignment with new model/cycle.
  • Document new sales model, cycle and processes
 Stage 5.0 SALES ORGANISATIONAL CONSULTING STRUCTURE
  • Identify & document existing sales resource structures.
  • Use sales & marketing BI to identify optimized coverage.
  • Map optimized sales resource structure to new sales model, cycle, and process.
  • Evaluate current sales and support roles/functions
  • Modify role descriptions and functions to align with new sales system.
  • Integrate new organizational structure with new roles & functional requirements
 Stage 6.0 VALUE ANALYSIS AND CONSULTING MODELING
  • Analyze current product and services offerings.
  • Review and refine target customer profile to reflect value modeling.
  • Develop "value pyramid".
  • Develop "Boardroom Issue" strategy.
  • Develop "Migration Path" strategy
  • Develop "Anti-Sponsor" strategy.
 Stage 7.0 SALES PERFORMANCE MATRICS AND GOALS
  • Review Sales & Marketing BI data to identify lead pool statistics.
  • Develop conversion percentages within each sales cycle milestone.
  • Assign "probability" percentages to each sales cycle milestone.
  • Develop appropriate sales call activity definitions and levels.
  • Run lead pool statistics against call activity levels to validate feasibility.
  • Develop appropriate reporting tools and metrics to manage the sales system.
 Stage 8.0 SALES FORCE AUTOMATION
  • Identify and assess existing sales system tools.
  • Review new sales system requirements
  • Develop technology requirements list for supporting new sales system.
  • Identify any gaps in technology support for the new sales system.
  • Develop feasibility study for keeping or buying new technology support.
  • Deploy new tool set or customize existing tools to support new sales system
 Stage 9.0 COMPENSATION AND REWARD STRUCTURE
  • Review existing Compensation & Reward Structures.
  • Review new Performance Metrics & Goals.
  • Review accountability systems & sales reporting processes.
  • Research external pay scales relative to industry and sales model
  • Develop Compensation packages in alignment with sales system & industry averages.
  • Develop reward and recognition systems to support individual, team, division goals.
 Stage 10.0 SALES TRAINING AND DEVELOPMENT     
 
3 comments on "Sales and Operations Improvement Recommendation - Different Stages"
  Commented by  Bellala Gopinatha Rao, Project Manager Promax Management Consultants    | 01 03 2009 12:24:56 +0000
Good info thanks
  Commented by  varsha ., Technical manger(QMS)    | 12 09 2008 14:48:06 +0000
gud one
  Commented by  Ajay Kaul, Director WW (Pre Sales & Technical Spport Center), SonicWALL India    | 04 29 2008 22:24:31 +0000
can you email me more such documents? My email id is ajaynarainkaul@gmail.com
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