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What is your end to end process for sales engagement and activation? Does it vary based on where contact is on the sales funnel and whether they are a customer/existing lead or net new lead?

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2 Answers
  1. Stephanie Kelman
    Stephanie Kelman

    Shopify Senior Product Marketing Lead • 1y

    Great question! Our end-to-end process is definitely segmented based on both funnel stage and lead type. We have different journeys based on if they are a net-new customer (i.e. lead) or an existing customer (cross-sell). The key is making sure sales never has to guess what content to use when. We use different CRM integrations to tag opportunities so that the right assets get surfaced automatically. Here's how we approach it: Lead Qualification & Routing - We segment immediately: Net new vs ...Read More

    2,761 Views
  2. Kuber Sharma
    Kuber Sharma

    UiPath Sr. Director of Product Marketing | Formerly Salesforce, Tableau, Microsoft • May 26

    Stephanie's framework covers the mechanics well. The question I would add before designing any engagement process is: what is the specific breaking point in our current sales motion? That answer should drive everything else. A process that covers everything reasonably well often underperforms one designed to fix the one thing actually killing deals. At Microsoft, the problem was reps defaulting to features in the first 10 minutes of a discovery call. They had too much to sell and no clean way to ...Read More

    224 Views

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