5 Pillar Strategic Sales Organisation Assessment: Insights & Actions Company Division Name & Surname Title Presentation to: Insert person/group to whom this presentation will be made
ASSESSMENT PROCESS Self Assessment of Sales Organisation Competitive Strategy Customer Engagement Strategy Talent Strategy Sales Management Strategy Sales Enablement Strategy Self Assessment of Sales Organisation Five Pillar Strategic Sales Organisation Framework Specify Sales Organisation Priorities Customized Report on Sales Organisation Strengths and Weaknesses Key Insights, Recommendations and Action Plans
PILLAR 1: Competitive Strategy KEY INSIGHTS Evidence Insight #1 Evidence for Insight #1 Insight #2 Evidence for Insight #2 Insight #3 Insight Notes: Insights could be a weakness to address or a strength to leverage Is there a theme or pattern as evidence for the insight?
PILLAR 1: Competitive Strategy ACTIONS Accountability Duration Deadline Action #1 Accountable for Action #1 Timeline (days, weeks or months) Date Action #2 Accountable for Action #2 Action #3 Accountable for Action #3
PILLAR 2: Customer Engagement Strategy KEY INSIGHTS Evidence Insight #1 Evidence for Insight #1 Insight #2 Evidence for Insight #2 Insight #3 Insight Notes: Insights could be a weakness to address or a strength to leverage Is there a theme or pattern as evidence for the insight?
PILLAR 2: Customer Engagement Strategy ACTIONS Accountability Duration Deadline Action #1 Accountable for Action #1 Timeline (days, weeks or months) Date Action #2 Accountable for Action #2 Action #3 Accountable for Action #3
PILLAR 3: Talent Strategy KEY INSIGHTS Evidence Insight #1 Evidence for Insight #1 Insight #2 Evidence for Insight #2 Insight #3 Insight Notes: Insights could be a weakness to address or a strength to leverage Is there a theme or pattern as evidence for the insight?
PILLAR 3: Talent Strategy ACTIONS Accountability Duration Deadline Action #1 Accountable for Action #1 Timeline (days, weeks or months) Date Action #2 Accountable for Action #2 Action #3 Accountable for Action #3
PILLAR 4: Sales Management Strategy KEY INSIGHTS Evidence Insight #1 Evidence for Insight #1 Insight #2 Evidence for Insight #2 Insight #3 Insight Notes: Insights could be a weakness to address or a strength to leverage Is there a theme or pattern as evidence for the insight?
PILLAR 4: Sales Management Strategy ACTIONS Accountability Duration Deadline Action #1 Accountable for Action #1 Timeline (days, weeks or months) Date Action #2 Accountable for Action #2 Action #3 Accountable for Action #3
PILLAR 5: Sales Enablement Strategy KEY INSIGHTS Evidence Insight #1 Evidence for Insight #1 Insight #2 Evidence for Insight #2 Insight #3 Insight Notes: Insights could be a weakness to address or a strength to leverage Is there a theme or pattern as evidence for the insight?
PILLAR 5: Sales Enablement Strategy ACTIONS Accountability Duration Deadline Action #1 Accountable for Action #1 Timeline (days, weeks or months) Date Action #2 Accountable for Action #2 Action #3 Accountable for Action #3 Insight Notes: Insights could be a weakness to address or a strength to leverage Is there a theme or pattern as evidence for the insight?
5 Pillar Strategic Sales Organisation Framework & AssessmentTM RECOMMENDATIONS KEY RECOMMENDATIONS Recommendation #1 Recommendation #2 Recommendation #3 Recommendation #4 Recommendation #5 Insight Notes: This slide must only be populated after completing the 5–Pillar Strategic Sales Organisation Framework AssessmentTM, it indicates broadly what we should do The recommendations are the collective thinking of the company’s executives, not one person
5 Pillar Strategic Sales Organisation FrameworkTM Competitive Strategy Customer Engagement Strategy Talent Strategy Sales Management Strategy Enablement Strategy