Sales Content that Sells:
A Proven Approach To Sales Enablement Success
Matt Heinz
President, Heinz Marketing Inc
@heinzmarketing
@heinzmarketing• #CMWorld
HOUSEKEEPING
① Copy of this deck
② Freebies!
① Full Funnel Marketing (the book),
② Sales Velocity Calculator
③ KPI Metrics Architecture
④ Matt’s bacon recipe
③ Send me an email (matt@heinzmarketing.com) or bring me a
business card with what you want!
@heinzmarketing • #CMWorld
Why is selling so hard today?
@heinzmarketing • #CMWorld
Is it how we sell? …. how they buy?
@heinzmarketing • #CMWorld
Impact on the entire lifecycle
@heinzmarketing • #CMWorld
@heinzmarketing • #CMWorld
What has changed?
@heinzmarketing • #CMWorld
Five customer changes impacting your success
@heinzmarketing • #CMWorld
Your customers are:
1. Busier than ever
@heinzmarketing • #CMWorld
@heinzmarketing • #CMWorld
Your customers are:
1. Busier than ever
2. Self-educated
@heinzmarketing • #CMWorld
When do they call you?
@heinzmarketing • #CMWorld
Your customers are:
1. Busier than ever
2. Self-educated
3. Skeptical
@heinzmarketing • #CMWorld
1. Busier than ever
2. Self-educated
3. Skeptical
4. Distrustful
Your customers are:
@heinzmarketing • #CMWorld
Your customers are:
1. Busier than ever
2. Self-educated
3. Skeptical
4. Distrustful
5. Jaded
@heinzmarketing • #CMWorld
Your customers are:
1. Busier than ever
2. Self-educated
3. Skeptical
4. Distrustful
5. Jaded
6. A lot like you!
@heinzmarketing • #CMWorld
So what IS working today?
@heinzmarketing • #CMWorld
4 Lessons from The Challenger Sale
@heinzmarketing • #CMWorld
Let’s not pretend this is new…
@heinzmarketing • #CMWorld
1. How you sell is more important
than what you sell
@heinzmarketing • #CMWorld
2. Challengers teach, tailor & take control
@heinzmarketing • #CMWorld
3. The value of your insights trumps
the quality of your product
@heinzmarketing • #CMWorld
4. Be memorable, not agreeable
@heinzmarketing • #CMWorld
How do you break through?
@heinzmarketing • #CMWorld
The Five Foundations of
Customer Commitment
@heinzmarketing • #CMWorld
The Five Foundations of
Customer Commitment
1. Attention
@heinzmarketing • #CMWorld
The Five Foundations of
Customer Commitment
1. Attention
2. Interest
@heinzmarketing • #CMWorld
The Five Foundations of
Customer Commitment
1. Attention
2. Interest
3. Trust
@heinzmarketing • #CMWorld
The Five Foundations of
Customer Commitment
1. Attention
2. Interest
3. Trust
4. Interaction
@heinzmarketing • #CMWorld
The Five Foundations of
Customer Commitment
1. Attention
2. Interest
3. Trust
4. Interaction
5. Engagement
@heinzmarketing • #CMWorld
The Five Foundations of
Customer Commitment
1. Attention
2. Interest
3. Trust
4. Interaction
5. Engagement
@heinzmarketing • #CMWorld
The buyer’s journey
@heinzmarketing • #CMWorld
The Sales Development
Framework
Target Market
Sales Cycle
Team
Message
Reach
Enabling
Technology
Metrics of Success
@heinzmarketing • #CMWorld
The Sales
Development
Framework
Target Market
Sales Cycle
Team
Message
Reach
Enabling
Technology
Metrics of Success
Plan & Understand
Execute
Measure
@heinzmarketing • #CMWorld
The Sales Development Framework:
Plan & Understand
Target Market
Sales Cycle
Team
Message
Segments, Ideal Customer Profile(s), target & prioritized
accounts, personas, qualification criteria, list building
Length of time, number of meetings, decision process, buyer
journey, deal size (how people buy)
Roles and responsibilities, skills structure, hand-offs,
prospecting->engagement->closing->onboarding
“Point of view”, value proposition, subject matter expertise
(need/outcome), trust validation
@heinzmarketing • #CMWorld
The Sales Development Framework: Execute
Reach
Enabling
Technology
Phone, email, social, IRL, events. The playbooks and
outreach flows to contact prospects.
Contact details, automated outreach/nurture, deal tracking
@heinzmarketing • #CMWorld
The Sales Development Framework: Measure
Metrics of Success Contacts created, leads generated, opportunities created,
connect rates, conversion rates, revenue contribution
@heinzmarketing • #CMWorld
The Sales
Development
Framework
Target Market
Sales Cycle
Team
Message
Reach
Enabling
Technology
Metrics of Success
Segments, Ideal Customer Profile(s), target & prioritized
accounts, personas, qualification criteria, list building
Length of time, number of meetings, decision process,
buyer journey, deal size (how people buy)
Roles and responsibilities, skills structure, hand-offs,
prospecting->engagement->closing->onboarding
“Point of view”, value proposition, subject matter
expertise (need/outcome), trust validation
Phone, email, social, IRL, events. The playbooks and
outreach flows to contact prospects.
Contact details, automated outreach/nurture, deal
tracking
Contacts created, leads generated, opportunities created,
connect rates, conversion rates, revenue contribution
@heinzmarketing • #CMWorld
Sales Development Evolution
Initial Ad-Hoc Defined Managed Optimized
Target Market
Lack of clearly defined target
market and Ideal Customer Profile
(ICP), no personas
Limited/assumption-based
approach to market/customer.
Limited to no qualification criteria
defined
Ideal Customer Profile defined,
personas defined and articulated
Known accounts, defined and
agreed to qualification criteria,
defined and confirmed personas
Iterative approach to target
account identification, dynamic
personas, qualification criteria
drives targeting
Sales Cycle
No known or defined repeatable
approach
Ad hoc approach & understanding
of how customer buys
Understood time and decision
making process, friction remains
Known and articulated buying
journey, enablement focus
Selling process aligned with buying
process, all known friction
removed
Team
Undefined roles and
responsibilities, no skills
mapping/development
Major functional roles defined,
high churn, low performance
Roles, responsibilities, and
competency profiles defined and
operational
Responsibilities and hand-offs
known and operational, team is
performing
Aligned team structure, career
path and skill milestones
Message
No unified message and/or
compelling value proposition
Confusing and disorganized
message, no consistency and
company-centric
Defined messaging and positioning
mapped to audience, speaking to
market and needs vs.
feature/benefit
Content editorial calendar in
place, major trust validation
content in production, defined
industry “point of view”
Versioned strategic messaging
framework approach, content
editorial calendar speaks to
customer need/outcome
Reach
One-off bulk emails, direct ask
outreach
“Every person for themselves”
with no coordination
Sales playbook(s) in place but used
for reference vs. execution
Coordinated efforts among email,
phone, online, offline channels
Integrated and executed outreach
“plays” across channels
Enabling Technology
Limited to no real technology in
place. Basic email, phone,
spreadsheets
Individual purchase decisions drive
technology, low utilization, no
integrated plan
Major categories purchased and in
place, some coordination among
teams
All current tools configured and
utilized to justify expenditures
Technology aligned with process,
approach in place to test new
tools
Metrics of Success
Random and inconsistent
measurement
Individual teams and contributors
track and promote their metrics
Major categories tracked but bias
towards actions vs. outcomes
Alignment around creating
opportunities and revenue
contribution across all activities
Full funnel measurement and
accountability
@heinzmarketing • #CMWorld
Sales + Marketing = Sales Development Process
Focus Sales Marketing
Define Target Market Support Lead
Understand Sales Cycle Lead Support
Build and Train Team Lead Lead
Create Compelling Message Support Lead
Reach Prospects Support Lead
Choose Enabling Technology Lead Lead
Apply Metrics of Success Lead Lead
A 3 Phase Approach
@heinzmarketing • #CMWorld
REVIEW DESIGN DEPLOY
The Sales Development Review
@heinzmarketing • #CMWorld
1. Ideal Customer Profile defined and approved?
2. Target personas for all involved in buying process?
3. Messaging by audience?
4. Compelling positioning?
5. Content mapped to funnel stage?
6. Internal sales process defined?
7. Aligned metrics and incentives?
Conduct a Sales Development Review
@heinzmarketing • #CMWorld
Review Step Details
Ideal Customer Profile defined and
approved?
Definition includes attributes of your “best”
customers – lifetime value, revenue growth,
satisfaction, etc
Target personas for all involved in buying
process?
Who can say yes? Who can say no? Who slows things
down?
Messaging by audience? Speak to their need and desired outcome
Compelling positioning? Rats vs. Dents
Content mapped to funnel stage? Not about you, about them
Internal sales process defined? What happens when? Who does what?
Aligned metrics and incentives? Are you closing to the right thing?
Designing Your Sales Development Process
@heinzmarketing • #CMWorld
• Take inventory of where you are
• Be methodical and intentional
• Use an iterative approach
• Focus on building pipeline
Design Your Sales Development Process
@heinzmarketing • #CMWorld
1. Understand your target customer
2. Know what a qualified lead looks like
3. Emphasize needs and outcomes in messaging
4. Understand your conversion rates
5. Always follow up
6. Engage in context
7. Understand how your customer buys
8. Get on the same side of the table
9. Get a purchase commitment
10. Closed/won is the end of the beginning
@heinzmarketing • #CMWorld
Use an Iterative Campaign Framework
@heinzmarketing • #CMWorld
Iterative Campaign Framework
Stage Steps Detail
Identify Target
Opportunities
1. Scan market
2. Develop hypotheses
3. Understand need/outcome
• What problem do we solve?
• Who has this problem?
• Do they spend money on it?
• Do we deliver the desired outcome?
Create Standard
Approach
1. Value proposition & messaging
2. Consumable Content
3. Path to target audience
• Articulate understanding of need
• Structure value proposition
• Create “anchor” content
• How and where does target audience
consume content?
Execute & Review
Campaign
1. Deploy Playbook
2. Review results
3. Adjust approach
• Structure test – budget and program
• Compare to assumptions
• Success? Adjust campaign
• Failure? Move to next opportunity
@heinzmarketing • #CMWorld
Suggested Weekly Agenda
Agenda Item Detail
Opportunities Created & Deals
Closed
Compared to previous time period, where did they come from,
how do we get more of them?
Process Improvements
What needs attention/is working well?
Restate/Review Qualified Lead
Definition
Are we engaging the right accounts and contacts?
Service Level Agreement (SLA)
Do we have the right skills in place? Training needed? Open
headcount?
Major activities until next meeting
What is happening next? Marketing campaigns? PR activity? Sales
contests?
@heinzmarketing • #CMWorld
Focus on Continuous Improvement
HOUSEKEEPING
① Copy of this deck
② Freebies!
① Full Funnel Marketing (the book)
② Sales Velocity Calculator
③ KPI Metrics Architecture
④ Matt’s bacon recipe
③ Send me an email (matt@heinzmarketing.com) or bring me a
business card with what you want!
@heinzmarketing • #CMWorld
Matt Heinz
President
Heinz Marketing Inc
@heinzmarketing
matt@heinzmarketing.com
@heinzmarketing • #CMWorld
Thank you!

Sales Content That Sells: A Proven Approach To Sales Enablement Success

  • 1.
    Sales Content thatSells: A Proven Approach To Sales Enablement Success Matt Heinz President, Heinz Marketing Inc @heinzmarketing @heinzmarketing• #CMWorld
  • 2.
    HOUSEKEEPING ① Copy ofthis deck ② Freebies! ① Full Funnel Marketing (the book), ② Sales Velocity Calculator ③ KPI Metrics Architecture ④ Matt’s bacon recipe ③ Send me an email ([email protected]) or bring me a business card with what you want! @heinzmarketing • #CMWorld
  • 3.
    Why is sellingso hard today? @heinzmarketing • #CMWorld
  • 4.
    Is it howwe sell? …. how they buy? @heinzmarketing • #CMWorld
  • 5.
    Impact on theentire lifecycle @heinzmarketing • #CMWorld
  • 6.
  • 7.
    @heinzmarketing • #CMWorld Fivecustomer changes impacting your success
  • 8.
    @heinzmarketing • #CMWorld Yourcustomers are: 1. Busier than ever
  • 9.
  • 10.
    @heinzmarketing • #CMWorld Yourcustomers are: 1. Busier than ever 2. Self-educated
  • 11.
  • 12.
    @heinzmarketing • #CMWorld Yourcustomers are: 1. Busier than ever 2. Self-educated 3. Skeptical
  • 13.
    @heinzmarketing • #CMWorld 1.Busier than ever 2. Self-educated 3. Skeptical 4. Distrustful Your customers are:
  • 14.
    @heinzmarketing • #CMWorld Yourcustomers are: 1. Busier than ever 2. Self-educated 3. Skeptical 4. Distrustful 5. Jaded
  • 15.
    @heinzmarketing • #CMWorld Yourcustomers are: 1. Busier than ever 2. Self-educated 3. Skeptical 4. Distrustful 5. Jaded 6. A lot like you!
  • 16.
    @heinzmarketing • #CMWorld Sowhat IS working today?
  • 17.
    @heinzmarketing • #CMWorld 4Lessons from The Challenger Sale
  • 18.
    @heinzmarketing • #CMWorld Let’snot pretend this is new…
  • 19.
    @heinzmarketing • #CMWorld 1.How you sell is more important than what you sell
  • 20.
    @heinzmarketing • #CMWorld 2.Challengers teach, tailor & take control
  • 21.
    @heinzmarketing • #CMWorld 3.The value of your insights trumps the quality of your product
  • 22.
    @heinzmarketing • #CMWorld 4.Be memorable, not agreeable
  • 23.
    @heinzmarketing • #CMWorld Howdo you break through?
  • 24.
    @heinzmarketing • #CMWorld TheFive Foundations of Customer Commitment
  • 25.
    @heinzmarketing • #CMWorld TheFive Foundations of Customer Commitment 1. Attention
  • 26.
    @heinzmarketing • #CMWorld TheFive Foundations of Customer Commitment 1. Attention 2. Interest
  • 27.
    @heinzmarketing • #CMWorld TheFive Foundations of Customer Commitment 1. Attention 2. Interest 3. Trust
  • 28.
    @heinzmarketing • #CMWorld TheFive Foundations of Customer Commitment 1. Attention 2. Interest 3. Trust 4. Interaction
  • 29.
    @heinzmarketing • #CMWorld TheFive Foundations of Customer Commitment 1. Attention 2. Interest 3. Trust 4. Interaction 5. Engagement
  • 30.
    @heinzmarketing • #CMWorld TheFive Foundations of Customer Commitment 1. Attention 2. Interest 3. Trust 4. Interaction 5. Engagement
  • 31.
  • 32.
    @heinzmarketing • #CMWorld TheSales Development Framework Target Market Sales Cycle Team Message Reach Enabling Technology Metrics of Success
  • 33.
    @heinzmarketing • #CMWorld TheSales Development Framework Target Market Sales Cycle Team Message Reach Enabling Technology Metrics of Success Plan & Understand Execute Measure
  • 34.
    @heinzmarketing • #CMWorld TheSales Development Framework: Plan & Understand Target Market Sales Cycle Team Message Segments, Ideal Customer Profile(s), target & prioritized accounts, personas, qualification criteria, list building Length of time, number of meetings, decision process, buyer journey, deal size (how people buy) Roles and responsibilities, skills structure, hand-offs, prospecting->engagement->closing->onboarding “Point of view”, value proposition, subject matter expertise (need/outcome), trust validation
  • 35.
    @heinzmarketing • #CMWorld TheSales Development Framework: Execute Reach Enabling Technology Phone, email, social, IRL, events. The playbooks and outreach flows to contact prospects. Contact details, automated outreach/nurture, deal tracking
  • 36.
    @heinzmarketing • #CMWorld TheSales Development Framework: Measure Metrics of Success Contacts created, leads generated, opportunities created, connect rates, conversion rates, revenue contribution
  • 37.
    @heinzmarketing • #CMWorld TheSales Development Framework Target Market Sales Cycle Team Message Reach Enabling Technology Metrics of Success Segments, Ideal Customer Profile(s), target & prioritized accounts, personas, qualification criteria, list building Length of time, number of meetings, decision process, buyer journey, deal size (how people buy) Roles and responsibilities, skills structure, hand-offs, prospecting->engagement->closing->onboarding “Point of view”, value proposition, subject matter expertise (need/outcome), trust validation Phone, email, social, IRL, events. The playbooks and outreach flows to contact prospects. Contact details, automated outreach/nurture, deal tracking Contacts created, leads generated, opportunities created, connect rates, conversion rates, revenue contribution
  • 38.
    @heinzmarketing • #CMWorld SalesDevelopment Evolution Initial Ad-Hoc Defined Managed Optimized Target Market Lack of clearly defined target market and Ideal Customer Profile (ICP), no personas Limited/assumption-based approach to market/customer. Limited to no qualification criteria defined Ideal Customer Profile defined, personas defined and articulated Known accounts, defined and agreed to qualification criteria, defined and confirmed personas Iterative approach to target account identification, dynamic personas, qualification criteria drives targeting Sales Cycle No known or defined repeatable approach Ad hoc approach & understanding of how customer buys Understood time and decision making process, friction remains Known and articulated buying journey, enablement focus Selling process aligned with buying process, all known friction removed Team Undefined roles and responsibilities, no skills mapping/development Major functional roles defined, high churn, low performance Roles, responsibilities, and competency profiles defined and operational Responsibilities and hand-offs known and operational, team is performing Aligned team structure, career path and skill milestones Message No unified message and/or compelling value proposition Confusing and disorganized message, no consistency and company-centric Defined messaging and positioning mapped to audience, speaking to market and needs vs. feature/benefit Content editorial calendar in place, major trust validation content in production, defined industry “point of view” Versioned strategic messaging framework approach, content editorial calendar speaks to customer need/outcome Reach One-off bulk emails, direct ask outreach “Every person for themselves” with no coordination Sales playbook(s) in place but used for reference vs. execution Coordinated efforts among email, phone, online, offline channels Integrated and executed outreach “plays” across channels Enabling Technology Limited to no real technology in place. Basic email, phone, spreadsheets Individual purchase decisions drive technology, low utilization, no integrated plan Major categories purchased and in place, some coordination among teams All current tools configured and utilized to justify expenditures Technology aligned with process, approach in place to test new tools Metrics of Success Random and inconsistent measurement Individual teams and contributors track and promote their metrics Major categories tracked but bias towards actions vs. outcomes Alignment around creating opportunities and revenue contribution across all activities Full funnel measurement and accountability
  • 39.
    @heinzmarketing • #CMWorld Sales+ Marketing = Sales Development Process Focus Sales Marketing Define Target Market Support Lead Understand Sales Cycle Lead Support Build and Train Team Lead Lead Create Compelling Message Support Lead Reach Prospects Support Lead Choose Enabling Technology Lead Lead Apply Metrics of Success Lead Lead
  • 40.
    A 3 PhaseApproach @heinzmarketing • #CMWorld REVIEW DESIGN DEPLOY
  • 41.
    The Sales DevelopmentReview @heinzmarketing • #CMWorld 1. Ideal Customer Profile defined and approved? 2. Target personas for all involved in buying process? 3. Messaging by audience? 4. Compelling positioning? 5. Content mapped to funnel stage? 6. Internal sales process defined? 7. Aligned metrics and incentives?
  • 42.
    Conduct a SalesDevelopment Review @heinzmarketing • #CMWorld Review Step Details Ideal Customer Profile defined and approved? Definition includes attributes of your “best” customers – lifetime value, revenue growth, satisfaction, etc Target personas for all involved in buying process? Who can say yes? Who can say no? Who slows things down? Messaging by audience? Speak to their need and desired outcome Compelling positioning? Rats vs. Dents Content mapped to funnel stage? Not about you, about them Internal sales process defined? What happens when? Who does what? Aligned metrics and incentives? Are you closing to the right thing?
  • 43.
    Designing Your SalesDevelopment Process @heinzmarketing • #CMWorld • Take inventory of where you are • Be methodical and intentional • Use an iterative approach • Focus on building pipeline
  • 44.
    Design Your SalesDevelopment Process @heinzmarketing • #CMWorld 1. Understand your target customer 2. Know what a qualified lead looks like 3. Emphasize needs and outcomes in messaging 4. Understand your conversion rates 5. Always follow up 6. Engage in context 7. Understand how your customer buys 8. Get on the same side of the table 9. Get a purchase commitment 10. Closed/won is the end of the beginning
  • 45.
    @heinzmarketing • #CMWorld Usean Iterative Campaign Framework
  • 46.
    @heinzmarketing • #CMWorld IterativeCampaign Framework Stage Steps Detail Identify Target Opportunities 1. Scan market 2. Develop hypotheses 3. Understand need/outcome • What problem do we solve? • Who has this problem? • Do they spend money on it? • Do we deliver the desired outcome? Create Standard Approach 1. Value proposition & messaging 2. Consumable Content 3. Path to target audience • Articulate understanding of need • Structure value proposition • Create “anchor” content • How and where does target audience consume content? Execute & Review Campaign 1. Deploy Playbook 2. Review results 3. Adjust approach • Structure test – budget and program • Compare to assumptions • Success? Adjust campaign • Failure? Move to next opportunity
  • 47.
    @heinzmarketing • #CMWorld SuggestedWeekly Agenda Agenda Item Detail Opportunities Created & Deals Closed Compared to previous time period, where did they come from, how do we get more of them? Process Improvements What needs attention/is working well? Restate/Review Qualified Lead Definition Are we engaging the right accounts and contacts? Service Level Agreement (SLA) Do we have the right skills in place? Training needed? Open headcount? Major activities until next meeting What is happening next? Marketing campaigns? PR activity? Sales contests?
  • 48.
    @heinzmarketing • #CMWorld Focuson Continuous Improvement
  • 49.
    HOUSEKEEPING ① Copy ofthis deck ② Freebies! ① Full Funnel Marketing (the book) ② Sales Velocity Calculator ③ KPI Metrics Architecture ④ Matt’s bacon recipe ③ Send me an email ([email protected]) or bring me a business card with what you want! @heinzmarketing • #CMWorld
  • 50.
    Matt Heinz President Heinz MarketingInc @heinzmarketing [email protected] @heinzmarketing • #CMWorld Thank you!