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How do you prioritize your accounts to determine the right leads to pursue when you have marketing leads, your AE wants you to focus on a set of accounts, and you have tiered accounts?

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2 Answers
  1. Tim Britt
    Tim Britt

    Freshworks VP Partnerships • 3y

    Invest in data science to understand the type of customers that are purchasing your solution, look at why you are winning and more importantly where you are losing. Then start to apply this logic to your inbound leads, I ask my reps to have several leading indicators for success, for example, is this customer in the right vertical, who is contacting us and why, and how have they contacted us via a marketing campaign or inbound chat lead. You need to build a scoring system to find the balance bet ...Read More

    2,180 Views
  2. Jessica Holmes
    Jessica Holmes

    Adobe Director, Adobe Sales Academy • 2y

    Sales is a team sport and this also applies to prospecting and sales development and proper prior planning will be key to your success. To ensure you're prioritizing correctly, you should consider the following: First, find commonalities between the accounts: Start with the key accounts your sales team/AE wants you to focus on - and WHY? Are there commonalities in these accounts? (Same industry, customer profile, decision maker, market/industry challenges?) Next, review your tiered accounts - wh ...Read More

    1,023 Views

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