Attention: B2B Selling Teams that need to manage several stakeholders in an account or deal.
When what you are selling involves a large transaction and lots of people (we'll call that a big, complex sale), great sales managers want to see a great sales plan.
But, that can take a lot of time to get right and keep up to date.
Building an accurate picture of all the people that can influence your deal is hard.
When your team and manager need to see it (or update it) there's a nightmare brewing. And as soon as it gets tricky, with shared documents that sit outside your CRM (where the deal notes and all of the contacts live), then it is doomed to failure.
I have seen this over and over again.
So I was really happy to find a tool, last year, from Dan Currin at OrgChartHub. He's a really nice guy, but also a Certified HubSpot developer partner, which means a lot when you're attaching software to your CRM data. In fact, other people are sitting up and taking notice, like the Craig and Ian at the HubShots podcast (see Shot #7)!
Why would you want this?
If you are selling a simple product to a single buyer that can buy from your website, then STOP READING NOW before you waste any more time.
But, if your team is
- managing a large $$ sale into a large company
- there is a 3-6 month sales cycle
- there are lots of people to connect with and meet
- you need time to develop rapport and discover who likes you, who hates you and who's blocking you (just so you don't make them learn new stuff)
then you need to manage multiple relationships as a part of you sales planning.
VP of Sales says: "That's what I'm talking about!"