Featured BPs - Sales

 

Integrated Sales Process Management – Featured Best Practices

 

Here we feature specific information about an area that, for most businesses, can be substantially improved through Best Practice process management methods – Integrated Sales Process Management.  As we discuss further below, this area is almost never handled as a business process, to its detriment, and is therefore not capable of systematic performance improvement.

 

Michael Lodato, a PROACTION Associate, is an articulate, clear writer in the challenging area of how to best manage the processes that determine how a company’s marketing and sales activities will perform.

 

His qualifications to write in depth in this area are considerable, including:

  • Successful selling of “difficult to sell” products and services

  • Managing teams of sales professionals

  • Managing marketing and sales organizations

  • Teaching – a California Lutheran University, in Thousand Oaks, CA.

Now available through the PROACTION Best Practices Publication Store are Michael’s books and booklets that provide in-depth insight and detailed understanding into how to construct, improve and manage all aspects of the marketing and sales activity.  These include:

 

Books – available only in hard copy form:

Booklets – these are shorter, 15-50 pages, focused on a particular topic, and are available in both downloadable (PDF) form and hard copy:

White Papers – also now available on the PROACTION Free White Papers page are Michael’s articles and papers, including:

  • Market Definition is a Multi-Dimensional Thing

  • Management – The Process

  • Integrated Sales Management – Sales Automation

Impact of a Lack of Process Management in the Marketing and Sales Activity

 

The notion of process management, is not new, of course, and is well developed in many other areas of business, such as production and supply chain management.

 

In our experience with nearly 60 companies, we almost always find that the “front-end” of the company – the way in which it puts itself out into the market place, are disjointed and seldom even thought of as an area where process management has a place.

 

Symptoms we have consistently found:

 

·   Marketing not integrated – advertising and public relations have their own managers, methods, goals and ways of being measured, separate from sales.  Results include expensive promotion campaigns that are not coordinated with field sales people, for example.

 

·   Sales are "star" based – a small group of very talented individuals frequently secure most of the sales volume, with a larger, less effective group “tagging along” in their wake.  How and why the “stars” are successful usually remains very much a set of personal capabilities, not the result of a consciously managed set of processes.

 

·   Coaching Only – sales management is seen as a coaching-like activity, not a specific, thought-out, step-by-step process.  It ends up being focused on personality attributes like confidence instead of a process.  This is not to say that coaching does not have a place – it does – but it should be in addition to, not instead of, a rational process.

 

·   Inability to improve – since sales management is not a worked-out series of steps – i.e., a process, it is incapable of being improved.  So, the company has good years, and bad years, depending on the “stars” it has on its selling team.

 

It is the last of these that makes the case for a business process orientation to how a company’s marketing and sales activities are managed – so that their performance can be consistently, repeatedly improved over time – the most important test of whether a method is a Best Practice or not.


With Michael Lodato’s insightful, effective methods to this challenging area, a company has a very good shot at achieving true Best Practice level performance in this vital area.

 

 

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