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Sales Engagement

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Sales Engagement

Practical frameworks, tools and methods for planning, executing and improving complex B2B sales engagement.

36 Subjects

01

Sales Strategy & Sales Mission

Commercial objectives, sales strategy, strategic priorities, sales mission, growth objectives, field alignment, execution expectations and sales KPIs.

01.01

Sales Strategy: Purpose and Scope

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01.02

Translating Corporate Strategy into Sales Priorities

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01.03

Defining the Sales Mission

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01.04

Setting Revenue Growth Objectives

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01.05

Choosing Strategic Sales Priorities

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01.06

Aligning Sales Strategy with Customer Outcomes

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01.07

Balancing New Business, Retention and Expansion

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01.08

Defining Sales Execution Behaviours

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01.09

Connecting Product Strategy to Field Execution

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01.10

Aligning Sales, Marketing, Customer Success and Partners

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01.11

Sales Strategy KPIs and Success Measures

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01.12

Communicating and Reinforcing the Sales Mission

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02

Go-to-Market Strategy, Segmentation & ICP

Markets, segments, ideal customer profiles, personas, routes to market, sales motions, verticals, market opportunity and customer selection.

02.01

Understanding Go-to-Market Strategy

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03

Sales Organization, Roles & Coverage Models

Sales organisation design, seller and specialist roles, management, operations, enablement, direct and indirect coverage models, and rules of engagement.

03.01

Designing a Sales Organization

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04

Sales Process, Stages & Methodologies

End-to-end sales processes, stage definitions, buying and selling processes, opportunity governance, methodologies and CRM execution.

04.01

Designing the End-to-End Sales Process

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05

Territory Planning & Coverage

Territory design, account allocation, market potential, whitespace, capacity, workload, prioritisation, coverage and territory performance.

05.01

Purpose of Territory Planning

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06

Account Planning & Account Intelligence

Strategic account selection, research, account briefings, organisational and relationship mapping, whitespace, objectives, risks and engagement planning.

06.01

Purpose of Strategic Account Planning

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07

Prospecting & Outreach

Prospecting strategy, research, trigger events, messaging, email, telephone, social selling, referrals, multichannel outreach and prospecting cadence.

07.01

Purpose of Modern Sales Prospecting

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08

Sales Plays & Campaign Execution

Sales plays, trigger-based campaigns, industry and product plays, competitive campaigns, partner plays, targeting, enablement and performance measurement.

08.01

What Is a Sales Play?

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09

Lead Management & Early Qualification

Lead sources, scoring, routing, response, early qualification, nurture, disqualification, handoffs and funnel conversion.

09.01

Lead Management Fundamentals

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10

Discovery & Business Diagnosis

Discovery preparation, questioning, listening, current-state and process analysis, problem diagnosis, impact, desired outcomes, requirements and documentation.

10.01

Purpose and Principles of Sales Discovery

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Opportunity Qualification

Qualification of pain, urgency, budget, decision criteria, decision and paper processes, stakeholders, champions, competition, timing and risk.

11.01

Purpose of Opportunity Qualification

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12

Stakeholder & Buying Group Management

Buying groups, stakeholder roles, power and influence, organisation and relationship mapping, consensus, politics, multi-threading and communication planning.

12.01

Understanding the B2B Buying Group

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13

Champions & Internal Advocacy

Identification, testing and development of genuine customer champions, internal advocacy, influence, motivation and champion risk.

13.01

What Makes a Genuine Sales Champion

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14

Economic Buyers & Executive Engagement

Economic buyer identification, executive priorities, access strategies, executive discovery, value messaging, briefings, sponsorship and deal evidence.

14.01

Understanding the Economic Buyer

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15

Business Value & Business Case Development

Value drivers, business outcomes, financial impact, ROI, TCO, cost of inaction, business-case development, validation and value realisation.

15.01

Understanding Business Value in Sales

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16

Customer Communication, Storytelling & Messaging

Sales communication, meeting planning, company and customer stories, value propositions, persona messaging, presentations and follow-up.

16.01

Principles of Effective Sales Communication

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17

Solution Positioning & Demonstrations

Solution mapping, customer-specific positioning, demonstration strategy, use-case selection, demo storytelling, value communication and progression.

17.01

Purpose of Solution Positioning

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18

Technical Validation & Technical Win

Technical discovery, architecture, integration, data, security, compliance, non-functional requirements, pilots, success criteria and technical risk.

18.01

Defining the Technical Win

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19

Competitive Strategy & Positioning

Competitive intelligence, differentiation, incumbents, status quo, battlecards, objections, proof points, displacement and win-loss learning.

19.01

Competitive Strategy in Sales

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20

Partner & Ecosystem Selling

Partner types, co-selling, joint planning, value propositions, partner-sourced pipeline, deal registration, channel conflict and performance.

20.01

Understanding the Sales Ecosystem

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21

Mutual Planning & Deal Progression

Mutual action plans, milestones, responsibilities, decision and approval processes, customer commitments, dependencies, momentum and governance.

21.01

Purpose of Mutual Action Plans

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22

Proposals, Pricing & Quoting

Proposal strategy, commercial offers, pricing, packaging, discounting, margin, CPQ, approvals, deal desk, tenders and bid governance.

22.01

Proposal Strategy and Purpose

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23

Objection Handling & Negotiation

Diagnosis and handling of objections, negotiation preparation, interests, concessions, give-get strategy, procurement negotiation and agreement.

23.01

Understanding Sales Objections

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24

Procurement, Legal, Contracting & Close

Procurement, vendor onboarding, risk reviews, contract documents, redlines, legal and commercial terms, approvals, signatures and close governance.

24.01

Understanding the Commercial Close Process

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25

Sales-to-Delivery Handover & Value Realisation

Implementation readiness, scope, commitments, success criteria, technical and stakeholder context, handover, expectation management and early value.

25.01

Purpose of the Sales-to-Delivery Handover

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26

Customer Business Reviews

QBR and EBR formats, account health, adoption, delivered value, executive alignment, changing priorities, risks, expansion and forward plans.

26.01

Purpose of Customer Business Reviews

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27

Renewals & Retention

Renewal lifecycle, ownership, health and risk, adoption and value evidence, forecasting, pricing, negotiation, retention and churn learning.

27.01

Renewal Strategy and Lifecycle

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Expansion & Existing-Customer Growth

Upsell, cross-sell, new use cases, whitespace, usage-led growth, true-ups, business-unit and geographic expansion, sponsorship and forecasting.

28.01

Existing-Customer Growth Strategy

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29

Sales Leadership, Culture & Team Management

Sales leadership, direction, culture, accountability, ethics, talent, motivation, performance, recognition, change leadership and leadership development.

29.01

Role of the Sales Leader

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30

Sales Operating Cadence, Inspection & Coaching

Sales management rhythms, meetings, one-to-ones, opportunity and pipeline reviews, forecasting, coaching, call review and follow-through.

30.01

Designing the Sales Operating Cadence

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31

Pipeline Management & Forecasting

Pipeline health, coverage, velocity, conversion, ageing, hygiene, risk, forecasting methods, categories, accuracy, bias and review cadence.

31.01

Pipeline Management Fundamentals

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32

Sales Performance, Quotas & Compensation

Targets, quotas, capacity, productivity, attainment, performance indicators, incentive compensation, commissions and improvement planning.

32.01

Sales Performance Management Fundamentals

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33

Sales Operations & Revenue Operations

Sales and revenue operations, operating model, annual planning, capacity, process governance, deal desk, productivity, resource allocation and improvement.

33.01

Understanding Sales Operations

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34

CRM, Sales Data, Analytics & Governance

CRM process alignment, sales data models, data quality, activity capture, dashboards, funnel, pipeline, forecasting and productivity analytics.

34.01

CRM as the System of Record for Sales

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35

Sales Enablement, Onboarding & Capability Development

Enablement strategy, onboarding, ramp, methodology, role-based learning, competency, certification, coaching, content and continuous learning.

35.01

Sales Enablement Strategy

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36

Sales Productivity, Technology, Automation & AI

Seller productivity, time management, sales technology, engagement and intelligence tools, automation, AI assistants and responsible AI use.

36.01

Sales Time Management and Prioritisation

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Contents

Explore all subjects and knowledge articles in this library.

This library is continuously expanded as new knowledge content is researched, authored and published.

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Practical knowledge for

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Subjects

X

01

Sales Strategy & Sales Mission

02

Go-to-Market Strategy, Segmentation & ICP

03

Sales Organization, Roles & Coverage Models

04

Sales Process, Stages & Methodologies

05

Territory Planning & Coverage

06

Account Planning & Account Intelligence

07

Prospecting & Outreach

08

Sales Plays & Campaign Execution

09

Lead Management & Early Qualification

10

Discovery & Business Diagnosis

11

Opportunity Qualification

12

Stakeholder & Buying Group Management

13

Champions & Internal Advocacy

14

Economic Buyers & Executive Engagement

15

Business Value & Business Case Development

16

Customer Communication, Storytelling & Messaging

17

Solution Positioning & Demonstrations

18

Technical Validation & Technical Win

19

Competitive Strategy & Positioning

20

Partner & Ecosystem Selling

21

Mutual Planning & Deal Progression

22

Proposals, Pricing & Quoting

23

Objection Handling & Negotiation

24

Procurement, Legal, Contracting & Close

25

Sales-to-Delivery Handover & Value Realisation

26

Customer Business Reviews

27

Renewals & Retention

28

Expansion & Existing-Customer Growth

29

Sales Leadership, Culture & Team Management

30

Sales Operating Cadence, Inspection & Coaching

31

Pipeline Management & Forecasting

32

Sales Performance, Quotas & Compensation

33

Sales Operations & Revenue Operations

34

CRM, Sales Data, Analytics & Governance

35

Sales Enablement, Onboarding & Capability Development

36

Sales Productivity, Technology, Automation & AI

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