Account Planning in Salesforce (Unlock Revenue from Big Customers to Turn Them into Bigger Customer) by Donal Daly (Founder and CEO of The TAS Group), Hardcover

Account Planning in Salesforce

Donal Daly

Oak Tree Press

Account Planning is a strategic imperative that goes beyond traditional selling tactics. The benefits that accrue go beyond simple revenue numbers, and point to an approach that must be focused not just on greater revenue as the sole arbiter of strategy. When Account Planning is executed well, customer satisfaction increases. Customers who are more satisfied buy more from you, and do so without calling your competitors first. Customers who are served well are easier to retain, and therefore it is easier to make your revenue targets year after year. When you do effective Account Planning, you get to understand the customer's business, sit with them at their side of the table, and strengthen your ability to shape their thinking and their business strategies. A happy customer is hostile territory for your competitor to enter. Switching suppliers is expensive for a customer and they will do so only if they feel you are not serving them well and fairly. Your ability to monitor, measure and react is greater if you are closer to the heart of their business, understanding their corporate goals, and motivations. It takes investment, research and hard work, but is the price of customer retention and growth. In ACCOUNT PLANNING in SALESFORCE, you will learn how to gather the information you need to understand the Account as a marketplace and to segment that marketplace into discrete units so that you can choose where to spend your time. Recording the Current Opportunities in the Account, as well as business you already have won, you will be able to place your solutions on a structured map of the customer's business. Exploring how to uncover the customer's Business Drivers and how to navigate the political landscape in the account will help you to understand both the people who matter - the Key Players - and their associated Business Drivers. When all of the opportunities in the Account have been identified, you will evaluate each one against the twin axes of Value to Customer and Value to Us. That way you will uncover areas of Mutual Value - which is a thread that you will find woven into the fabric of the methodology. It is important. This is the White Space in the Account where you can help your customer to identify new potential areas of opportunity - and simultaneously discover new areas of opportunity for yourself. Finally, you will build the Execution Plan so that you get beyond planning and begin to manage and execute. And to keep things interesting, you will find many musical references throughout the book - this will be the only book on Account Planning that you will find that includes a song playlist! ACCOUNT PLANNING in SALESFORCE is focused on helping companies that have purchased Salesforce with their Account Planning initiatives. Its goal is to be the reference text on Account Planning for all Salesforce users.

Business & Money

Marketing & Sales

The book focuses primarily on the impact of AI on in the knowledge economy particularly Sales, Marketing, and Customer Service. It will encourage you to embrace the arrival of AI (particularly the Augmented variety) as a positive force for the enablement of knowledge workers, and will help you to decide what tasks currently being undertaken by your knowledge workers, can be offloaded to the machine. The book will guide you to look at your most value-add activities those that require the application of expertise, such as strategic sales, marketing strategy, and customer engagement and consider how these activities would be better with augmented intelligence. Solving this problem will deliver rapid competitive advantage.

TOMORROW | TODAY: How AI Impacts How We Work, Live and Think (and It's Not What You Expect)

Management & Leadership

Oak Tree Press (Ireland)

Digital Sales Transformation In a Customer First World

Digital Sales Transformation is about selling in a digitally transformed world. It changes how you sell and engage with your customer. Defining a Digital Sales Transformation blueprint to guide sales organizations to respond to this disruption as they struggle to catch up to their more digitally advanced customers is this book's core theme. Digital Sales Transformation in a Customer First World will be your constant companion as you execute your Digital Sales Transformation strategy. At over 500 pages, it is packed with actionable knowledge as a blueprint for your journey. It guides you to define your Ideal Customer Profile, to Understand the Customer's Business, to Build, Elevate and Expand Relationships, and how to Create and Communicate Value. It includes a framework to build an effective Executive Sponsor Program, to execute Account Based Marketing, and describes the role of Artificial Intelligence in enterprise B2B sales. It sets out Strategy, Sales Execution, and Sales Management methods for Sales Process, Opportunity Management, Account Management and overall Sales Team Performance Management, and it describes the technology to use in each case.

Digital Sales Transformation is about selling in a digitally transformed world. It changes how you sell and engage with your customer. Defining a Digital Sales Transformation blueprint to guide sales organizations to respond to this disruption as they struggle to catch up to their more digitally advanced customers is this book's core theme. Digital Sales Transformation in a Customer First World will be your constant companion as you execute your Digital Sales Transformation strategy. At over 500 pages, it is packed with actionable knowledge as a blueprint for your journey. It guides you to define your Ideal Customer Profile, to Understand the Customer's Business, to Build, Elevate and Expand Relationships, and how to Create and Communicate Value. It includes a framework to build an effective Executive Sponsor Program, to execute Account Based Marketing, and describes the role of Artificial Intelligence in enterprise B2B sales. It sets out Strategy, Sales Execution, and Sales Management methods for Sales Process, Opportunity Management, Account Management and overall Sales Team Performance Management, and it describes the technology to use in each case.

Growing revenue in this evolved economy is a challenge. Products are hard to describe and value is difficult to explain. Traditional sales techniques are ineffective. Buyers are more sophisticated, selling cycles are longer and customers have increasingly complex buying processes. 
 With CEOs, sales management and professional sales executives in mind, Donal Daly and Paul O'Dea have created the SELECT SELLING methodology to address this challenge. Between them, they have started six successful companies. In 40 years' combined experience, spanning five continents, they have sold complex products, managed and trained sales teams, and helped companies grow revenue through the definition and implementation of organizational process - from strategic market positioning to sales execution. 
 Using SELECT SELLING, learn how to: select the right customers to pursue; become an expert in your customer's business; guide the sale with advanced questioning techniques; increase your sales conversion rate; and know which deals you can win.
 The SELECT SELLING methodology has been designed to equip anyone selling high value, complex products to large corporations with a defined and rigorous process that can be moulded to an individual salesperson's style but which also takes much of the uncertainty out of the sales process. It combines high-level, strategic marketing principles to draw the map, with focused tactics to complete each journey, addressing the practical stops along the way.
 SELECT SELLING will be of particular value to those in the high technology industry. It will help them enhance their productivity, hit their targets more consistently, and increase revenue.

Select Selling

Paul O'Dea

Strategies to win customers by defining the ultimate target profile and discovering what they really want.

Select Selling Sales fieldbook

Example Product Manufacturer

See the best price to sell, buy, or rent books by Donal Daly. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Donal Daly

See the best price to sell, buy, or rent books by Donal Daly. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Account Planning in Salesforce

Account Planning in Salesforce

TOMORROW | TODAY: How AI Impacts How We Work, Live and Think (and It's Not What You Expect)

Digital Sales Transformation In a Customer First World

Digital Sales Transformation In a Customer First World

Select Selling

Select Selling Sales fieldbook