
Navigate the sales tools landscape to solve business problems, improve outcomes, and drive return on investment through alignment, evaluation, procurement, and adoption across sales teams.
Introduce a sales tool, aligned with the sales strategy, that improves KPIs such as pipeline and revenue, shortens the sales cycle time, and guides auditing of the current tools.
Navigate the rapidly evolving sales tool landscape, identify business challenges, align stakeholders, select and implement tools, and drive adoption through evaluation, procurement, and post-implementation.
Assess your organization’s tool strategy, review common tool categories, and evaluate the total cost of purchasing—including integration, administration, and customization—for SAP, open platforms, or best-of-breed solutions.
Explore the current sales tools landscape with the placemat resource, download the PDF to visualize vendor variety, and prepare to map categories and the review structure for the course.
Outline the seven sales tool categories and their outcomes, prioritizing addressable market segmentation and prospecting, crm and cpq, analytics, and renewal tools.
Invest in addressable market, segmentation, and prospecting tools to prioritize growth, map potential customers and buying influences, and feed crm data for new logo counts and market expansion.
Invest in compensation, incentive, territory, and quota tools to better motivate sales teams, enable real-time pay visibility, and model data from addressable market segmentation for domestic and international territories.
Leverage sales readiness, content management, playbooks, and conversation intelligence to standardize messaging. Improve coaching, visibility, and customer engagements while safeguarding investments in enablement.
Prioritize investing in customer relationship management, contract lifecycle management, and configure-price-quote tools to improve seller-buyer data, pipeline visibility, and quote efficiency, with vendors like Salesforce, Oracle CPQ, and ProcessSmart CPQ.
Invest in business intelligence, pipeline analytics, and forecasting tools to enable data-driven decisions and collaborative insights for sales teams, with Tablo (now Salesforce), Power BI, Click Sense, Salesforce, and InsightSquared.
Invest in RFP and demo automation tools to streamline manual processes, tracking, and reporting as demand grows. Enable experts to deliver scalable demos in new markets and support customer success.
Prioritize investment in customer loyalty and renewal management tools to boost renewal rates, track customer success, and improve survey data to support a strong net promoter score.
Audit your sales tool tech stack, document all tools across teams, identify underutilized capabilities and gaps, and map tools to categories to align with near-term business objectives.
Identify current business challenges, map key stakeholders, and align on KPIs to prioritize problems you should solve with a sales tool.
Document and prioritize your sales and business challenges using the sales funnel, identify where opportunities stall, and align internal processes with a prioritized, tool-ready action plan.
Learn to secure cross-functional buy-in and budget for sales tools by engaging internal stakeholders, identifying champions and detractors, and aligning with organization-wide change management.
Identify and engage internal stakeholders across departments to discuss challenges, gather reactions, and prioritize candidates for an ongoing steering committee.
Define and track leading and lagging KPIs to assess sales tool impact, shorten sales cycles, boost deal sizes, and align stakeholders through a hands-on KPI worksheet exercise.
Align with key stakeholders to define business challenges, desired outcomes, and KPIs; establish a steering committee with executive sponsorship to prioritize initiatives and guide procurement of a sales tool.
Form a steering committee to document top sales tool requirements and KPIs, research vendors using trusted sources (G2, Capterra, Gartner), and leverage LinkedIn and Sales Enablement Society to inform shortlisting.
Shortlist two to four vendors and begin engaging through demos, emails, and calls. Align with your steering committee, navigate NDAs and internal procurement processes, and set realistic timelines.
Focus research, meetings, demos, and communications on solving the challenge and achieving your agreed outcomes, asking vendors targeted questions about implementation and integration, and securing stakeholder buy-in.
Request three proposal options from your selected vendor, negotiate terms, and sign the option that best meets your goals while preparing for change management in deploying the new sales tool.
Outline a multifaceted change management process to ensure successful adoption of the new sales tool, with KPIs revisited to inform communications and to develop adoption and sustainment plans.
Revisit and refine your KPIs through change management with stakeholder input, vendor insights, and a revised KPI worksheet to align metrics with changing priorities and prepare for sales deployment.
Develop and launch a comprehensive change management communications plan to drive awareness, onboarding, and ongoing training for the new sales tool, with leadership alignment and a detailed milestone calendar.
Execute an adoption and sustainment plan in parallel with the communications plan, guiding change management and leveraging power users and feedback loops to meet KPIs.
Go live with the new sales tool by launching end-user training and support, then shift to adoption and sustainment, monitor KPIs and iterate through feedback to optimize usage.
Recap the current state and categories of sales tools, the challenges they solve, and a process to define needs, KPIs, stakeholder alignment, and change management.
Rate and review this course, connect with the instructor on LinkedIn, and apply the key concepts and worksheets in your organization.
Solving Critical Business Challenges with Sales Tools was developed for the business professional who is looking to make a positive impact within their organization and drive material improvements across their sales teams and the company as a whole through the purchase and deployment of Sales Tools.
This is an engaging and interactive course that will support you and your organization no matter where you are in your Sales Tool journey, whether currently realizing you have sales and/or business challenges that need to be solved or you have already deployed a Sales Tool and are struggling with adoption.
Regardless of your company's size, when it comes to purchasing new technology to support sales, too often there are critical considerations that are not addressed and steps that are not taken to ensure a sales tool can truly solve an organization's business challenges. With an already crowded Sales Tool market, an overwhelming number of claims by suppliers that they can address sales organizations’ most critical challenges, and at times a lack of differentiation by many suppliers, it’s no wonder why it’s difficult to make a sound buying decision. This can lead to a lack of realized value from the purchase of the Sales Tool due to low end-user adoption or leadership support, the purchase of the wrong Sales Tool, and negatively impacted internal credibility and trust within the organization.
But there are measures that can be taken to pivot and improve key levers after the deployment of a Sales Tool or start with a sound strategy before you begin to address sales and/or business challenges with a potential purchase of a Sales Tool.
During this course, you will learn:
Survey the current Sales Tool landscape
Determine if your organization is adequately prepared to make a Sales Tool investment
Key sales and business challenges that Sales Tools aim to solve
Prioritize your challenges and desired outcomes in order to pursue the appropriate Sales Tool for your organization
Gain cross-functional buy-in and drive alignment to support efforts to solve current challenges with a Sales Tool
Define applicable KPIs (Key Performance Indicators) to ensure the ROI (Return on Investment) when purchasing a Sales Tool
Research, engage, select, and procure the right Sales Tool that aligns to your desired outcomes
Deploy your Sales Tool following proven change management process best practices
Throughout the course, you will apply your knowledge through 7 activities that can be immediately applied to the process you have undertaken to procure a Sales Tool from discovery to deployment and beyond.