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Sales 2.0 for the Real World
 Sales Leader Series – TeleBriefing #4
          October 19, 2009
Sales Leader Series – Fall 2009
      Escaping Pipeline Purgatory - click to view                            Sept, 17 2009

      Creating Qualified Opportunities (Not Just Leads)    - click to view   September 24, 2009

      Sales Readiness for 2010 – click to view                               October 1, 2009

      2.0 Sales Tools for the Real World - click to view                     October 19, 2009

      Outsourcing Buyers Panel: “Providers, Why We (Really) Buy”             October 27, 2009
      - click to register


      Sales Leaders Dream Team - click to register                           November 5, 2009

      Q4 State of the Outsourcing Industry – Buyers Viewpoint                November 19, 2009
      - click to register



The Outsourcing Institute / 3forward
All Rights Reserved                                                                               2
Sales Leader Series: Hosts and Sponsors




     Dan Hudson                        Frank Casale                Matt Smith
     President, Co-Founder             CEO and Founder,            EVP, Co-Founder
     3forward                          The Outsourcing Institute   3forward




The Outsourcing Institute / 3forward
All Rights Reserved                                                                  3
Sales 2.0 Real World Guest Panel




                       Jennifer Carmichael            Scott Ellis
                       Marketing Manager              Partner
                       Tenet Healthcare Corporation   BlackBox Technologies




The Outsourcing Institute / 3forward
All Rights Reserved                                                           4
Sales 2.0 – The Components




                                                        Marketing    Sales owns
             New buyer                   Web 2.0                                   Shared goals
                                                      owns ‘Top of   ‘Propose to
              behavior                 technologies                                and metrics
                                                       the Funnel’      Close’




The Outsourcing Institute / 3forward
All Rights Reserved                                                                               5
Sales 2.0 – The Hype

                Sales 2.0 is a seismic shift in Sales and Marketing


                Sales 2.0 removes overhead and inefficiencies


                Sales 2.0 is a new set of strategic processes where goals are aligned


                Sales 2.0 makes it easier to find someone and provide specific solutions


                In Sales 2.0 everyone sells


                Sales 2.0 is low-priced tools and easy-to-use




The Outsourcing Institute / 3forward
All Rights Reserved                                                                        6
Sales 2.0 – The Pressure

                Get fans, bunches of them, as fast as possible

                Tweet something (valuable) every hour

                Link with everyone

                Join groups, host groups, interact with groups

                Blog about it – two to three times a week

                Read everyone else’s blog – and comment

                Host webinars and events

                Post your videos, share your slides

                Redo the website and SEO it


The Outsourcing Institute / 3forward
All Rights Reserved                                              7
Sales 2.0 – The Reality

                The buyer process has changed
                • Expect it to accelerate

                Sales is still largely more people than technology
                • And remains Sales Process driven

                Awesome tools are appearing daily
                • Don’t expect Plug and Play

                Marketing is back at the table
                • Share some quota

                Tools cost is minimal
                • Resource commitment is not


The Outsourcing Institute / 3forward
All Rights Reserved                                                  8
Sales 2.0 – The Challenges – Part 1

        Five reasons corporations are failing at social media
                                          http://www.socialmediatoday.com/SMC/132126

        1. They can’t talk about anything broader than their own
           products
        2. They listen to customers but don’t take any action
        3. They aren’t calibrated internally with the technology
        4. They’re not framing risk accurately
        5. Their internal culture isn’t aligned for social media success
             Commented one reader: “Too many companies want a just-
             add-water solution and expect that if they create a presence
             on social media sites a community will instantly follow.”

The Outsourcing Institute / 3forward
All Rights Reserved                                                                    9
Sales 2.0 – The Challenges – Part 2




The Outsourcing Institute / 3forward
All Rights Reserved                    10
Sales 2.0 –Plan Then Execute

                   Goal                Analysis         Strategy            Tactics             Execution

             Brand Awareness             Analytics       Guerilla            Contests               Tools
                  Loyalty              Market Trends       Viral               Polls         Content Generation
              Communication            Current State    Traditional    2.0 Media (bloggers)    Facebook Pages
             Customer Service          Demographics        Free                SEO*           Tweeting/Twitter
               Data Mining                                 Paid             Linkbaiting     MultiMedia Production
                    …                                     Media                 PPC           Forum Dicussions
                                                        Advertising              …                 Email
                                                       Word of Mouth                                CRM
                                                          Direct




                                                         Your Site




The Outsourcing Institute / 3forward
All Rights Reserved                                                                                                 11
Sales 2.0 – Where it Excels

        Demand generation/ • Messaging, Events,
        In-Bound marketing   Broadcasts, Promotions


            Prospect and      • Research, Surveillance,
          competitor analysis   Monitoring, Identification


            Creating and    • Prospects and Buyers,
         expanding networks   Influencers, Candidates


The Outsourcing Institute / 3forward
All Rights Reserved                                          12
Sales 2.0 – Measurements

            Social Networking Metrics                   Sales 2.0 ROI Measurements
       •    Page views                              •    Cost per number of engaged prospects
       •    Unique visitors                              (community vs. other initiatives)
       •    Members                                 •    Number of leads/period
       •    Posts (ideas/threads)                   •    Number of qualified leads/period
       •    Number of groups (networks/forums)      •    Ratio of qualified to non-qualified leads
       •    Comments & Inbound Links                •    Cost of lead
       •    Tags/Ratings/Rankings                   •    Time to qualified lead
       •    Time spent on site                      •    Lead conversion
       •    Active contributors                     •    Number of pre-sales reference calls (to
       •    Referrals                                    other customers)
       •    Completed profiles                      •    Average new revenue per customer
       •    Frequency: of visits, posts, comments   •    Lifetime value of customers
       •    Relevant actions taken




The Outsourcing Institute / 3forward
All Rights Reserved                                                                                  13
Sales 2.0 – The Sales Leaders Checklist

               Do Your Homework.


               Don’t jump the gun.


               Social Media influences the sale, it does not make the sale.


               This takes time and resources… who will you dedicate? How much?


               Step into your client’s shoes and then ask “What will I (client) get out of
               this?”




The Outsourcing Institute / 3forward
All Rights Reserved                                                                          14
Sales 2.0 – Take a Breath

                                       There is Still Time
       “Firms that aren't tweeting, blogging,
       integrating or search-engine-optimizing aren't
       completely behind the times — yet.”

                                           The 2009-10 State of Social Marketing
                                                                October 1, 2009
                                                       www.chiefmarketer.com




The Outsourcing Institute / 3forward
All Rights Reserved                                                                15
TAKING OI ON THE ROAD… Outsourcing 2.0: From Theory to Reality
                                           Are you still doing it the old fashioned way?
                             London, Dallas, San Francisco, Miami, Washington DC, New York, Chicago

                                  Outsourcing 2.0 - the new outsourcing and what it means to you - your
                                   strategy, your process and your career. More Cities coming soon…

                                              Check out www.outsourcing.com/roadshow


With the largest outsourcing network in the world and the
most trafficked outsourcing portal on the internet at
Outsourcing.com, OI is the go-to-source for those seeking
targeted sales and marketing traction and ROI in the
outsourcing space.

    If you need:
    - Qualified Outsourcing Leads,
    - Exposure to outsourcing decision-makers
    - Thought Leadership opportunities                       Contact Jared Gleason at 516-279-6850 x712 or
                                                             e-mail jgleason@outsourcing.com to request an
 2009 The Outsourcing Institute                              overview summary on promotional vehicles.
Outsourcing 2.0 Roadshow
         London                         October 8, 2009    Register


          Dallas                        October 13, 2009   Register


       San Francisco                    October 15, 2009   Register


      Washington, DC                   November 12, 2009   Register


       New York City                   December 3, 2009    Register


         Chicago                       December 8, 2009    Register




The Outsourcing Institute / 3forward
All Rights Reserved                                                   17
Sales 2.0 Foundation Workshop
                           Focus Areas                           Results and Benefits
                                                   What is Sales 2.0 and what are realistic expectations
                             Overview               for results and benefits
                                Goals              Establish client-specific Sales 2.0 objectives and goals
                                                   Identify and rate in-place sales tools, processes and
                              Analysis              technologies
                                                   Create initial Sales 2.0 roadmap and gap assessment
                             Strategy               between current and desired state
                                                   Estimate budgetary costs and resources necessary to
                            Resources               deploy, launch and maintain
                                                   Prioritization of Sales 2.0 technologies and processes
                               Tactics              to consider
                             Planning              Final recommendations and next steps


                   For Information:                                  To Discuss:
                   Sales 2.0 Foundation Workshop                     Dan.Hudson@3forward.net

3forward, LLC; All Rights Reserved                                                                             18
Resources

                                          The Outsourcing Institute Group


                                                         OI
                                                      3forward


                                                 The OI Roadshow


                                             3forward Sales Leaders Blog


                                            3forward’s New Tools Directory
                                  Other       OI’s Recruiting Home Page
                                                   Outsourcing 2.0

The Outsourcing Institute / 3forward
All Rights Reserved                                                          19
Sales Leader Series – Fall 2009
      Escaping Pipeline Purgatory - click to view                            Sept, 17 2009

      Creating Qualified Opportunities (Not Just Leads)    - click to view   September 24, 2009

      Sales Readiness for 2010 – click to view                               October 1, 2009

      2.0 Sales Tools for the Real World - click to view                     October 19, 2009

      Outsourcing Buyers Panel: “Providers, Why We (Really) Buy”             October 27, 2009
      - click to register


      Sales Leaders Dream Team - click to register                           November 5, 2009

      Q4 State of the Outsourcing Industry – Buyers Viewpoint                November 19, 2009
      - click to register



The Outsourcing Institute / 3forward
All Rights Reserved                                                                               20
Thank You For Joining
Sales 2.0 for the Real World
 Sales Leader Series – TeleBriefing #4
          October 19, 2009

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Sales 2.0 For The Real World

  • 1. Sales 2.0 for the Real World Sales Leader Series – TeleBriefing #4 October 19, 2009
  • 2. Sales Leader Series – Fall 2009 Escaping Pipeline Purgatory - click to view Sept, 17 2009 Creating Qualified Opportunities (Not Just Leads) - click to view September 24, 2009 Sales Readiness for 2010 – click to view October 1, 2009 2.0 Sales Tools for the Real World - click to view October 19, 2009 Outsourcing Buyers Panel: “Providers, Why We (Really) Buy” October 27, 2009 - click to register Sales Leaders Dream Team - click to register November 5, 2009 Q4 State of the Outsourcing Industry – Buyers Viewpoint November 19, 2009 - click to register The Outsourcing Institute / 3forward All Rights Reserved 2
  • 3. Sales Leader Series: Hosts and Sponsors Dan Hudson Frank Casale Matt Smith President, Co-Founder CEO and Founder, EVP, Co-Founder 3forward The Outsourcing Institute 3forward The Outsourcing Institute / 3forward All Rights Reserved 3
  • 4. Sales 2.0 Real World Guest Panel Jennifer Carmichael Scott Ellis Marketing Manager Partner Tenet Healthcare Corporation BlackBox Technologies The Outsourcing Institute / 3forward All Rights Reserved 4
  • 5. Sales 2.0 – The Components Marketing Sales owns New buyer Web 2.0 Shared goals owns ‘Top of ‘Propose to behavior technologies and metrics the Funnel’ Close’ The Outsourcing Institute / 3forward All Rights Reserved 5
  • 6. Sales 2.0 – The Hype Sales 2.0 is a seismic shift in Sales and Marketing Sales 2.0 removes overhead and inefficiencies Sales 2.0 is a new set of strategic processes where goals are aligned Sales 2.0 makes it easier to find someone and provide specific solutions In Sales 2.0 everyone sells Sales 2.0 is low-priced tools and easy-to-use The Outsourcing Institute / 3forward All Rights Reserved 6
  • 7. Sales 2.0 – The Pressure Get fans, bunches of them, as fast as possible Tweet something (valuable) every hour Link with everyone Join groups, host groups, interact with groups Blog about it – two to three times a week Read everyone else’s blog – and comment Host webinars and events Post your videos, share your slides Redo the website and SEO it The Outsourcing Institute / 3forward All Rights Reserved 7
  • 8. Sales 2.0 – The Reality The buyer process has changed • Expect it to accelerate Sales is still largely more people than technology • And remains Sales Process driven Awesome tools are appearing daily • Don’t expect Plug and Play Marketing is back at the table • Share some quota Tools cost is minimal • Resource commitment is not The Outsourcing Institute / 3forward All Rights Reserved 8
  • 9. Sales 2.0 – The Challenges – Part 1 Five reasons corporations are failing at social media http://www.socialmediatoday.com/SMC/132126 1. They can’t talk about anything broader than their own products 2. They listen to customers but don’t take any action 3. They aren’t calibrated internally with the technology 4. They’re not framing risk accurately 5. Their internal culture isn’t aligned for social media success Commented one reader: “Too many companies want a just- add-water solution and expect that if they create a presence on social media sites a community will instantly follow.” The Outsourcing Institute / 3forward All Rights Reserved 9
  • 10. Sales 2.0 – The Challenges – Part 2 The Outsourcing Institute / 3forward All Rights Reserved 10
  • 11. Sales 2.0 –Plan Then Execute Goal Analysis Strategy Tactics Execution Brand Awareness Analytics Guerilla Contests Tools Loyalty Market Trends Viral Polls Content Generation Communication Current State Traditional 2.0 Media (bloggers) Facebook Pages Customer Service Demographics Free SEO* Tweeting/Twitter Data Mining Paid Linkbaiting MultiMedia Production … Media PPC Forum Dicussions Advertising … Email Word of Mouth CRM Direct Your Site The Outsourcing Institute / 3forward All Rights Reserved 11
  • 12. Sales 2.0 – Where it Excels Demand generation/ • Messaging, Events, In-Bound marketing Broadcasts, Promotions Prospect and • Research, Surveillance, competitor analysis Monitoring, Identification Creating and • Prospects and Buyers, expanding networks Influencers, Candidates The Outsourcing Institute / 3forward All Rights Reserved 12
  • 13. Sales 2.0 – Measurements Social Networking Metrics Sales 2.0 ROI Measurements • Page views • Cost per number of engaged prospects • Unique visitors (community vs. other initiatives) • Members • Number of leads/period • Posts (ideas/threads) • Number of qualified leads/period • Number of groups (networks/forums) • Ratio of qualified to non-qualified leads • Comments & Inbound Links • Cost of lead • Tags/Ratings/Rankings • Time to qualified lead • Time spent on site • Lead conversion • Active contributors • Number of pre-sales reference calls (to • Referrals other customers) • Completed profiles • Average new revenue per customer • Frequency: of visits, posts, comments • Lifetime value of customers • Relevant actions taken The Outsourcing Institute / 3forward All Rights Reserved 13
  • 14. Sales 2.0 – The Sales Leaders Checklist Do Your Homework. Don’t jump the gun. Social Media influences the sale, it does not make the sale. This takes time and resources… who will you dedicate? How much? Step into your client’s shoes and then ask “What will I (client) get out of this?” The Outsourcing Institute / 3forward All Rights Reserved 14
  • 15. Sales 2.0 – Take a Breath There is Still Time “Firms that aren't tweeting, blogging, integrating or search-engine-optimizing aren't completely behind the times — yet.” The 2009-10 State of Social Marketing October 1, 2009 www.chiefmarketer.com The Outsourcing Institute / 3forward All Rights Reserved 15
  • 16. TAKING OI ON THE ROAD… Outsourcing 2.0: From Theory to Reality Are you still doing it the old fashioned way? London, Dallas, San Francisco, Miami, Washington DC, New York, Chicago Outsourcing 2.0 - the new outsourcing and what it means to you - your strategy, your process and your career. More Cities coming soon… Check out www.outsourcing.com/roadshow With the largest outsourcing network in the world and the most trafficked outsourcing portal on the internet at Outsourcing.com, OI is the go-to-source for those seeking targeted sales and marketing traction and ROI in the outsourcing space. If you need: - Qualified Outsourcing Leads, - Exposure to outsourcing decision-makers - Thought Leadership opportunities Contact Jared Gleason at 516-279-6850 x712 or e-mail [email protected] to request an 2009 The Outsourcing Institute overview summary on promotional vehicles.
  • 17. Outsourcing 2.0 Roadshow London October 8, 2009 Register Dallas October 13, 2009 Register San Francisco October 15, 2009 Register Washington, DC November 12, 2009 Register New York City December 3, 2009 Register Chicago December 8, 2009 Register The Outsourcing Institute / 3forward All Rights Reserved 17
  • 18. Sales 2.0 Foundation Workshop Focus Areas Results and Benefits  What is Sales 2.0 and what are realistic expectations Overview for results and benefits Goals  Establish client-specific Sales 2.0 objectives and goals  Identify and rate in-place sales tools, processes and Analysis technologies  Create initial Sales 2.0 roadmap and gap assessment Strategy between current and desired state  Estimate budgetary costs and resources necessary to Resources deploy, launch and maintain  Prioritization of Sales 2.0 technologies and processes Tactics to consider Planning  Final recommendations and next steps For Information: To Discuss: Sales 2.0 Foundation Workshop [email protected] 3forward, LLC; All Rights Reserved 18
  • 19. Resources The Outsourcing Institute Group OI 3forward The OI Roadshow 3forward Sales Leaders Blog 3forward’s New Tools Directory Other OI’s Recruiting Home Page Outsourcing 2.0 The Outsourcing Institute / 3forward All Rights Reserved 19
  • 20. Sales Leader Series – Fall 2009 Escaping Pipeline Purgatory - click to view Sept, 17 2009 Creating Qualified Opportunities (Not Just Leads) - click to view September 24, 2009 Sales Readiness for 2010 – click to view October 1, 2009 2.0 Sales Tools for the Real World - click to view October 19, 2009 Outsourcing Buyers Panel: “Providers, Why We (Really) Buy” October 27, 2009 - click to register Sales Leaders Dream Team - click to register November 5, 2009 Q4 State of the Outsourcing Industry – Buyers Viewpoint November 19, 2009 - click to register The Outsourcing Institute / 3forward All Rights Reserved 20
  • 21. Thank You For Joining Sales 2.0 for the Real World Sales Leader Series – TeleBriefing #4 October 19, 2009