Sales Optimization Services help you onboard your Sales Executives and Partners quickly and give them the knowledge, skills, and competencies that they need. The practice of sales optimization is the difference that will make your team successful in selling and delivering your services and solutions.

Read about sales optimization playbooks

Sales Optimization Playbooks

When you plan a trip, you need a roadmap and plan to arrive at your destination. It is also true when you need to onboard Sales Executives, BDRs, and Partners. Your Sales Playbook should be your best practices guide to give them the knowledge, skills, and competencies to be successful in selling and delivering for your company. 

Very few B2B companies have created a Sales Playbook, and even fewer update their Playbook with their learning and updated sales optimization best practices.  Without a Sales Playbook, Sales Leaders must try to share and coach every new Sales Executive, and this postpones their ability to contribute and leads to uneven results across the sales team.

When we create your Sales Playbook, it becomes the most significant guide that you can share with a new member of your team.  At On Demand Advisors, we create the Sales Playbook with your Marketing and Sales Leadership team and share and reinforce each chapter via a collaborative service to every new sales contributor. 

Typically when we create your Sales Playbook it includes these chapters:

  • Major challenges faced by decision makers in your target audience
  • How your services and solutions address these challenges and notable customers success stories
  • Your Service and Solution Differentiators and your SWOT (Strengths, Weaknesses, Opportunities and Threats)
  • Your sales strategy and sales process and how you utilize your sales tools at each step to guide the buyer to the next step 
  • Your Competitors and their SWOT followed by how you win against each competitor
  • Your use of Your CRM to manage all of your leads, opportunities, customers and forecast
  • Best practices and tips from top performers at your company

Why Sales Playbooks Matter:

  • The Sales Playbook we work with you to create will accelerate sales performance for new Sales Executives and Partners in half the time

  • We provide you will become the “one source” for all of your sales best practices and shared learnings from your sales team in one Sales Playbook

  • We reduce the burden and time spent by your CSO and Sales Leadership team to bring new Sales Executives ‘up to speed”

  • We position you with a Plan to Win and provides clear direction and support for every new Sales Executive and Partner

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CRM Best Practices

For many companies, their poorly implemented CRM system is dreaded by their Sales Executives because it slows them down. After all, they spend most of their time inputting information rather than receiving benefits. For the CSO and Sales Leadership team, a poorly implemented CRM system does not provide the visibility they require to run the business or provide accurate forecasts.

At On Demand Advisors, we help you complete the revenue picture so that you have total visibility to your revenue production. We understand that your revenue creation process begins in Marketing, continues with Lead Conversion, and culminates in Sales Optimization. Every step, every stage for the buyer and seller, and the entire process is organized so you can eliminate friction and accelerate your sales process. We also help you create the KPIs and Dashboards that give you visibility to your entire end-to-end revenue creation process and ability to forecast what will close every month and every quarter accurately.

Why CRM Best Practices Matter:

  • We work out a process that provides consistent quality and quality of Sales Leads to your Sales team every month so they can focus on closing sales

  • We define the path and best practices for every Sales Executive so everyone understands how to move a lead to the close

  • We configure your CRM dashboards to provide immediate visibility to your KPIs and sales forecast and results that you are delivering

  • Our comprehensive implementation and leverage of industry best practices help you realize the ROI gain you expect from with your CRM system

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sales management, sales funnel, Capital efficient approach, Proven B2B Consistent Revenue Growth Engine that Scales

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On Demand Advisors offers a revenue growth engine that scales. Our demand generation services are a proven capital-efficient approach that eliminates the guesswork. This visual roadmap for revenue growth has proven successful across 300 B2B organizations and counting. To learn how we can help you, please fill in your contact information, and we will follow up with you shortly. We look forward to hearing from you!

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On Demand Advisors offers a consistent revenue growth engine that scales. Our demand generation services are a proven capital-efficient approach that eliminates the guesswork. This visual roadmap for revenue-growth has proven successful across 300 B2B organizations and counting. To learn how we can help you, please fill in your contact information, and we will follow up with you shortly. We look forward to hearing from you!
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