Without a clear understanding of deal health, most sales leaders have no idea how to help their teams move a deal from "at-risk" to "closed won." Success Plans provide complete visibility into your team’s deals at both a granular and big-picture level.
“The big win for managers and reps alike is to have plans laid out in a very clear format. This way, reps see all the pieces that need to happen for a deal to go through. It helps them make sure they’re buttoned up, and for managers to rest easy knowing reps are crossing the T’s and dotting the I’s.”
As a manager, you need to keep track of all the deals across your entire team to learn what’s working, what’s not, and if the winning playbook is being followed. Success Plans ensure every deal follows your proven buyer and seller process. Focus coaching your team on the most productive deals to deliver efficient, predictable growth.
“This is a key driver for being able to capture more opportunities and keep growing at the rate we’re growing right now…. My team would lose their minds if we had to keep the old process that we were going through. It was completely outdated.”
Selling to a buying team is a daunting task, especially when there are many stakeholders involved. Without visibility into next steps and key decision-makers, sales leaders can’t help their teams move deals along. Success Plans deliver a collaborative and transparent buying experience that keeps both teams aligned on shared goals that are essential to driving long-term customer success.
“I can’t tell you the number of times you get to a CFO conversation and they don’t trust the deal because they don’t know the amount of work that got us to that point of the conversation. Now you can say, ‘Look, here are the 6,700 things that we tested with your team, and we can prove it, and your team signed off on it.’ It opens people’s eyes.”