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How do you identify a timeline on when to bring in internal stakeholders like customer success, IT, legal, sales engineering, c-suite?

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3 Answers
  1. Brandon Love
    Brandon Love

    Salesforce Regional Sales Director • 2y

    When it comes to determining the timeline for involving internal stakeholders in an opportunity with a customer, several key considerations come into play. Firstly, we need to ascertain if the customer has a genuine business problem that needs solving, if there's a dedicated champion within their organization, and if they have the budget allocated for the solution. Our internal resources are valuable but limited, so it's crucial that we allocate them judiciously. My AEs are tasked with the respo ...Read More

    3,000 Views
  2. Helen D'Abreo
    Helen D'Abreo

    SurveyMonkey Director, Expansion Sales • 6mo

    I would strongly promote that involving internal stakeholders in an enterprise deal is crucial for maintaining momentum and minimizing risk. For deals significant in size or critical for future growth, we immediately establish an internal working channel (e.g. Slack) to ensure early strategic alignment and shared accountability among key players like Legal, Sales, Solutions Engineers and Finance. Planned outreach is based on need: Sales and Customer Success engage early to validate the solution ...Read More

    493 Views
  3. Fabio Maglieri
    Fabio Maglieri

    Voyado Country Manager DACH • 3y

    There should be a well-defined process on when to involve internal resources. But of course sales is a dynamic process and you should allow alternations.

    Depending on the sales stage and maturity of the opportunity you should be able to qualify more precisely. If you lack information create events that answer questions and involve internal experts that can help you and your prospect answering the questions in a way that helps you to progess the opportunity.

    1,741 Views

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