Forecasting and Pipeline Inspection: A Panel Discussion

Forecasting and Pipeline Inspection: A Panel Discussion Every sales and customer success (CS) leader understands that effective sales forecasting and pipeline inspection are crucial for driving revenue growth, yet these areas often prove to be elusive and challenging to master. To delve into the challenges and best practices in these areas, I sat down with my colleagues, Indu and Tijana, to discuss the topic from various perspectives within the revenue organization. Indu Sudhakar brings over 13 years of experience in sales, and her hands-on expertise with sales tactics and enablement offers valuable insights from the reps’ viewpoint. Tijana Rackov, with…

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Read more about the article Unlocking the Power of Mutual Action Plans in Sales
Business colleagues working together on a laptop. They are both young business people dressed in business attire in a modern office. Could be an interview, training or consultant working with a client. There is a TV with a presentation with charts and graphs.. There is paperwork, coffee and technology on the table. Mixed ethnic group.

Unlocking the Power of Mutual Action Plans in Sales

Mutual Action Plan (MAP) is a powerful yet often underrated and misunderstood tool in the sales arsenal. While MAPs may sound intimidating and seem like a lot of work, many of us use a version of it informally in our daily lives without even realizing it. Every time we plan something—whether with family, friends, or coworkers—we discuss what needs to be done, decision criteria, next steps, and who is responsible. These are essentially the basics of a MAP. One of the most effective uses of MAPs in sales is testing your champion’s commitment to the buying process. By asking them…

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Why Revenue Attainment is Plummeting: It’s Not Just the Economy, It’s Our Approach

We are in the midst of a generational change. You may immediately think that I am referring to AI but there’s another key shift occurring.  We are witnessing a substantial shift in the demographics and preferences of our buyers. Today, 71% of business buyers are under the age of 45, and a staggering 86% of these buyers express dissatisfaction with the buying process. Additionally, 66% of buyers find that sellers are unhelpful. These changes have resulted in seller attainment reaching an all-time low. While many are attributing these sales attainment challenges solely to economic conditions, the truth is that our…

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Read more about the article How Sales and Customer Success Can Use Persona Profiles to Win
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How Sales and Customer Success Can Use Persona Profiles to Win

Most companies have personas defined as part of their go-to-market strategy. Few companies actually make good use of them. Too often personas are given to reps as a reference without the coaching needed to use the information in their day to day job. The book Atomic Habits popularized the concept of 1% better everyday. Coaching your reps on using personas day-to-day is one of the ways front line managers can help your team become more customer centric each day. The result: more wins, more renewals, and a more personalized customer experience! What is a Persona A persona is a generalization…

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Your Closing Problem Might be a Discovery Problem

Have you found yourself frustrated by deals that seem promising but somehow never reach the finish line? It might be tempting to attribute this to a problem with your closing techniques, but what if I told you that the issue usually lies much earlier in the sales process? In my years of direct sales experience as well as conducting many pipeline and opportunity reviews for clients, I've noticed a recurring pattern: deals get stuck in limbo because they were never properly qualified as opportunities to begin with. This discovery problem isn't exclusive to new business sales; it affects expansion sales…

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