Get answers from sales leaders
Roee Zelcer
TikTok Head of Sales, Products & ServicesFebruary 9
This is a very important question and one that not everyone will see eye to eye with me on this. But personally, it has never failed me up until now. There are a few elements that are common to candidates that have been proven to be successful: The first is tenacity. It is that inner hunger to learn new topics or master new skill sets. One who always finds ways to be proactive and push boundaries. When talking to candidates, I always look for a potential team member whom I will need to restrain rather than one I will need to nudge forward. The second is communication skills. A great seller is someone who you talk to and immediately comes off as connectable and relatable. Someone who has a clear understanding of the person in front of them. The third aspect would have to be very strong social and emotional intelligence. This goes hand in hand with having a client first mentality. A great candidate is one who will give the client the true sense that he puts their interest above anything. Earning that trust is key to building a long-term, healthy relationship.
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Brian Tino
AlphaSense Director of Strategic Sales, EMEAJanuary 25
In my experience, two of important KPIs that most sales teams miss are: * Number of purposeful conversations * Number of experiments And it makes sense because both of these metrics harder to 1) define and 2) measure over time. However, if done well they can be can be two of the biggest unlocks and fastest ways to progress a developing go-to-market motion. Number of Purposeful Conversations Many sales teams measure number of contacts sourced, outreaches made, calls/demos completed, etc. While these metrics all help better understand the economics of your sales funnel, they all miss the context of the conversations your team is having (ie. the quality). In order to measure "purposeful conversations", first you need to define what that means for your organization and sales motion. Each company may define "purposeful" slightly differently, but ultimately it needs to be a conversation in which both parties were engaged, explored problems that your solution could solve for the customer, and lead to an honest discussion about the viability of your product or service helping that customer's specific pain points. If there are tweaks or additional critieria you need to add on to customize the definition for your organization, go for it! The next step is to determine how you’re going to measure it. Usually I've seen this done as a new "Activity Type" in Salesforce (or whichever CRM you use). It requires training your team on what qualifies/does not qualify as a "purposeful conversation" and then enablement on how to properly log it in your CRM. By orienting your team around this type of a metric, it unlocks the quality of conversations and gives you as a sales leader the opportunity to probe in more deeply with your reps to understand why certain conversations were purposeful while others were not and allows you to begin to see patterns to focus your efforts towards generating more purposeful conversations. Number of Experiments Whether you’re first getting started and in the early stages of validating product-market fit, identifying your ideal customer profile, or refining your sales motion; or even as you mature as an organizion and are looking to move into Enterprise, launch new products, or break into new markets...experimentation is critical. To find the right recipe for success, you're likely going to need to test different personas, outreach techniques, messaging, narratives, objection handling, etc. The more experiments your sales team is able to run, validate in the market, learn from the results, and share those learnings, the faster your sales team is able to find success. Work with your team to build a light weight framework for tracking & documenting the experiements you have in flight. At the very least, make sure you capture: * What you want to test? (Hypothesis) * How you plan to test it? (Experiment) * What did you learn? (Learnings) * How those learnings will affect your next experiment? (Next Steps) If your sales team gets great at documenting your go-to-market experiments & learnings and is able to scale the number of experiments running at anyone time, there is no greater unlock to your velocity. 
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Shahid Nizami
Braze APAC Vice President of SalesJanuary 10
The biggest reality of sales is that you are as good as your current quarter. No matter how well you may have done in the previous quarter, the meter comes back to zero at the beginning of the new quarter/new year. I have been in sales for more than 2 decades and have seen numerous quarter ends/month ends. The trick to avoid burnout is to ensure that you disconnect from work every now and then. I try to take 5 days off every quarter to re-energize myself and get back on the grind. I also keep on taking up a new hobby which also is a great way to destress yourself without having to go on a week long holiday. At present, I am learning how to play the guitar :) 
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George Cerny
Iterable VP, Growth Sales, B2B2C Sales & LATAMNovember 15
To effectively define the metrics for which you should hold sales accountable, I look at a few things: 1. Understand the "Sales Math" of the business across some core universally applicable SaaS Sales metrics 2. Compare the performance of the top 1/3 AE's against the bottom 1/3 AE's and look for which metrics contribute the most to high performance. 3. Go deep in those categories and correlate the activities top performers do differently to achieve these results. Quantify these activities to define supporting metrics which will lead to success. To break this down, let's understand the foundational "Sales Math." This is the equation to hit quota. The equation is fairly simple, but everyone's vernacular is different. It is actually extremely important to have very well defined steps in the equation to get consistency across your entire team. For example, we use opportunity stages with clear exit criteria for the buyer & seller to provide consistent insight into our Sales Math. So I would actually use a Stage 1 Opp Created - instead of Discovery Call, and Stage 3 Opp instead of Demo. For the purposes of this article, I'll use general sales terms that each business should be able to use as a starting point and customize from there. Here are the metrics that go into the Sales Math equation: * Activities to create a Discovery Call * # Discovery Calls per quarter * # Demos per quarter * Discovery Call to Demo conversion ratio * # Closed Won Deals per quarter * Demo to Closed Won conversion ratio * Average Deal Size * Average Deal Cycle These metrics will allow you to create the math to hit quota. If the current team's metrics do not consistently lead to the results you're looking for, then the Sales Math may be aspirational. If your team is executing against plan, then this may be your actual current metrics. Regardless, this is what you should feel confident telling AE's is the realistic, attainable and surpassable way to hit quota. For example, it could look like: $250k Quarterly Quota Average Deal Size of $84k 3 Deals to hit quota Close ratio of 33% 9 Demos needed per quarter 60% conversion ratio of Disco to Demo 15 Discovery Calls needed per quarter 50 Activities to create a Disco 750 Activities needed per quarter* *one note on activity. It's a metric I'll always track to understand a baseline level of effort, but I will often leave this out of the Sales Math when dealing with higher complexity sales and more senior AE's. Up to you if this should be in your Sales Math equation. Now take your Sales Math, and map your high performers against your low performers to look for which metrics have a high correlation with success. This exercise can be extremely surprising, so be open to what the data shows you, and hold your strong opinions loosely. Let's extrapolate this exercise across two different scenarios: Scenario 1 - Enterprise Here's how the exercise played out when running it against a more enterprise business (numbers are directional): 1. Activity, Discovery Calls and Demos were almost identical across high & low performers. This told me that pushing "more activity" was only going to have so much impact on performance. 2. The Closed Won conversion of top performers was 46% vs. 25% for the low performers. This was a huge gap, and had major implications on the Sales Math. 3. The Average Deal Size of top performers was $160k vs. $70k for low performers. This is also a huge gap compounded the success or struggles of each group when combined with the stat above. So the key metrics to optimize were Average Deal Size and Demo to Close Ratio. We wanted to maintain our activity levels, but really lean into increasing ADS and strategies to help with Deal Execution. Based on this knowledge of what would have the biggest impact in high performance vs. low performance, we added in some metrics & activities that would contribute to these results: * Updated our account prioritization to ensure a focus on the top deals & tracked activity against Priority 1 accounts * We blocked off time each week to prospect into our top accounts & scheduled strategy sessions to help get more meetings with these accounts * We tracked # of Discos with P1 accounts * # of Demo's with $100k+ Opportunities For Deal Execution * We tracked multi-threading in each account * Have we made an executive connection? * We created a cross-functional meeting to lean into competitive differentiation strategy * We set a threshold for accounts that needed a key deal review & updated our process to improve efficiency and make room for more accounts reviewed each week. Scenario 2 - Transactional Here's how the exercise played out when running it against a more transactional business (numbers are directional): 1. There were two camps of high performers. Those with extremely high activity, and those with higher disco to demo efficiency. Our most consistent top performer was a combination of both. Low performers fell into a similar pattern of either low activity or low conversion of discos to demos. 2. Deal size and win rate didn't have dramatic differences outside of 1 AE who closed the largest deal in segment history. This wasn't repeatable so we eliminated that result instead of putting too much time in hunting whales. 3. Average Deal Cycle for top performers was 39 days vs. 52 days for lower performers. Top AE's were closing deals faster, which allowed for more time to close more deals. From this data we defined additional metrics and activities to drive better results: * Upped the baseline activity volume expectations - there is a diminishing point of returns, but higher volume was almost always a component of success. We raised the bar, but also coached our highest volume AE's to lean more into their efficiency metrics instead of pushing to just do more. * Managers went deep on quality of discovery calls coming into the funnel * Title & Seniority level of Prospects - lower conversion was correlated with lower titles. * Was the company in our Ideal Customer Profile? Quality of company greatly impacted conversion * Why now? Did we offer someone a gift card or just bug them until their defense was worn down? Or was this call predicated on funding, a new hire, an inflection point in the business, intent or some other business catalyst? * Managers inspected quality of prospecting messages * Managers inspected quality of discovery calls * We rallied around creative promos to help the team close deals faster * We replicated decks top AE's were using to build value and establish trust faster In both Scenario 1 and 2 - we started with the baseline Sales Math, and through comparison of top performers vs. low performers we were able to lean into the 2 key metrics that had an outsized impact on performance. We then defined key activities and additional metrics which we could hold the team accountable to, that we knew would correlate towards greater success across the team. How easy was that? :)
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Charles Gryor Derupe
accessiBe Director of EnablementFebruary 7
Big question, but I'm happy to share some small factors that can really help to align and at least surface areas that enablement professionals can miss: 1. Know when and by whom business reviews are created. Even if it's async, understanding the target numbers, target audiences, and key strategies can help you understand where there are areas of opportunity. If you don't have this (common for early business organizations), gather feedback, create a base document of your strategic focus areas, and then gather feedback from top leads. 2. Align yourself as an enablement individual to understand where in the sales selling journey these numbers/initiatives align. For example, maybe your organization wants to increase top-of-funnel conversion. You'll probably want to focus on outreach efforts like effective outbound emails, cold calling best practices, and effective value-selling content to use for outbound campaigns. 3. Be aware of any sales leads' initiatives that they may start without enablement knowledge. This is very common when in hyper-growth mode or when an enablement team is so strapped that they have to say "no" to projects. At least being aware will help you to consult and map out what they are doing. 4. Report on your findings and annual/quarterly strategies and key initiatives for feedback. You'll get comments on whether you're on the right track and can provide call-to-actions with your team on areas that they can support.
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Lucy Ye
Square Head of Sales, Services & General BusinessFebruary 23
I always recommend that candidates study the job description carefully. Take a look at the qualifications and skills/experience that the hiring manager wants. Do your best to come up with examples/stories to showcase those desirable skills/experiences in the interview. If you have time, it never hurts to connect with someone who is doing the role today and pick their brain on what they like, don't like, and do to succeed in the role. You should be able to find them on LinkedIn. This type of insight is invaluable as you will be learning from someone who is doing the job you want. If you're talking to a cross-functional partner that you're not as familiar with, get curious. For example, I really appreciate it when candidates take the time to ask me, "how can I make your life easier in this role? how can this role help contribute to your team?" This type of question is a launchpad and invitation to discuss future collaboration opportunities. Remember it's just as important for you to evaluate if this role or company is a right fit for you as it is for the hiring manager and company to evaluate if you are a right fit for them. So be sure to throw in one or two questions to help you evaluate your decision as well. 
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Mike Haylon
Asana Head of Enterprise, North AmericaDecember 5
Sales KPIs play a critical role in forecast accuracy, especially in unpredictable markets. Amidst the market turbulence, really the only thing you have are deal execution and forecast accuracy. The difference between having a math based forecast everyone is aligned around vs not is stark. There are so many ways to cut your forecast in an effort to determine where you'll land. The math itself is important but the most important is having a shared language and "walkup" in order to pinpoint the assumptions you're making - so you can have an in-depth discussion in a short amount of time.
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450 Views
Eleanor Preston
Twilio Regional Vice President, Retail SalesDecember 4
Love this question, too. It's true. There are a few reasons: 1. You will always have outliers in a sales org. Sometimes a rep has a windfall and reaches quota without hitting KPIs, I've seen it. But the point of KPIs is the make success repeatable. 2. It gives your managers a tool kit to help coach and manage performance. 3. How do you eat an entire elephant? One bite at a time. Each KPI is a "bite" and we do best when faced with a big task (annual quota) to break it down to as small of pieces as we can.
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Marleyna Mohler
Attentive Sr. Director of Inside SalesMay 16
Be transparent and share the “why”: Each SDR should be able to articulate the purpose of their role, the rationale behind their goals, and the methodology used to calculate key performance indicators (KPIs). While many teams have robust processes to determine these factors, they often fail to provide transparency to their teams. When metrics are perceived as being dictated without explanation or “handed down”, they become less motivating. Encourage individuality- Find areas where SDRs can flex their creativity, contribute to experiments, and express their opinions. When you go overboard with processes on an SDR team, it takes away the joy from the work and lowers the possibility of discovering impactful ideas. Create a team that defaults to collaboration and praises readily- While a slack channel, shout-out specific application, or kudos google form can be well intentioned, they often go underutilized. We know that if our team has downtime, they are probably using it to update Salesforce. Make giving praise part of an essential process that is already done!
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Grant Glaser
Salesforce Director, Sales Leader Excellence CoachJanuary 10
There needs to be a problem to solve. Begin by finding out what problem exists. Then, * Create a clear problem statement * Define the current vs. desired future state * Outline KPIs/metrics you want the program to impact * Build an MVP to shop around with sellers & sales leaders * Ensure you have sponsorship & buy-in from your sales leaders & teams * Deliver the program * Capture feedback * Iterate & repeat
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