| Overview |
Leading a company’s sales department to ensure they achieve revenue targets. They want the sales team to have quotes sent out faster and to avoid mistakes when dealing with stock and pricing data. |
| Background |
10+ years experience in sales, strong planning and leadership skills |
| Demographics |
Age: 35- 55 |
| Education: Bachelor's degree |
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| Technology/watering holes |
LinkedIn, Newsletters/ articles, BBC, Telegraph, Forbes. Online forums who also specialise on B2B sales |
| Goals, metrics and motivations |
• Faster accurate quoting |
| • Increasing monthly revenue |
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| • Ensuring a steady high-quality and predictable sales pipeline |
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| Responsibilities |
• Hitting Revenue goals/ forecasting revenue goals |
| • Nurturing key client relationships ensuring that they stay loyal and offer the business as a recommendation |
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| Challenges & pain points |
• They are frustrated that their systems don’t sync with other departments such as operations and finance with has now slowed down their sales and is now receiving negative feedback from customers |
| • Time pressure |
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| • Needing to ensure the team meets their targets |
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| What can we do? |
• A new system like Business central supported by Qi will support their inventory, sales data. |
| • Eliminates mismatched and lost data. |
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| • Provides actionable insights which will allow the sales team to move on from their spreadsheet based management to proactive selling. |
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| • All around support, and training sessions provided |
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| Real Quotes |
"The goal of switching systems isn't to erase the past. It's to improve how you work going forward—without sacrificing everything you've already built. Inspirational Sales Quotes To Get You Going - MTD Sales Training |
| Common Objections |
• Fear of change of many years of going through the same process |
| • Losing time being trained on a new system |
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| • Cost |
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| • A past failed migration/ bad company from a previous business partner and may be more reserved |
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| Marketing messaging |
“Your competition is automating, are you?” outdated systems lead to many missed opportunities. |
| Upgrading to a modern platform to gain a competitive edge and ensure your team is using the best tools |
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| Elevator pitch |
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