Anyone in Sales? Presentation help!

[stellacheersmate]

I have written a process that governs handover from Sales to Account Management and have been asked to create some slides that sales can drop into their presentations which show the customer our post sales care process...

Anyone in Sales that can tell me what you would want this to look like? What's the message? I'm really struggling for inspiration here...

Appreciate any help!

[WhoseGeneration]

stellacheersmate said:

I have written a process that governs handover from Sales to Account Management and have been asked to create some slides that sales can drop into their presentations which show the customer our post sales care process...

Anyone in Sales that can tell me what you would want this to look like? What's the message? I'm really struggling for inspiration here...

Appreciate any help!

Depends what you're selling and to whom.
Tailored to the client, based upon what sales promised.
Assuming all this has been costed into the contract.

[stellacheersmate]

Thanks for replying...

Software company selling to large corporate customers. Sales are after some "pretty" slides that they can drop into their presentations that show the post sales process, i.e how they are looked after and by who. I have written a flow chart that details the process - I assume it needs to be simplified for a sales situation but I'm struggling with presentation. What should it look like

I'm not even sure I'm articulating my problem well

[RichB]

stellacheersmate said:

I have written a process that governs handover from Sales to Account Management and have been asked to create some slides that sales can drop into their presentations which show the customer our post sales care process...

Anyone in Sales that can tell me what you would want this to look like? What's the message? I'm really struggling for inspiration here...

Appreciate any help!

Well, as it's your process you must know the message surely? Just do 2 or 3 slides, bullett points and the flow-chart. Decent sales guys will just talk it through.

[WhoseGeneration]

stellacheersmate said:

Thanks for replying...

Software company selling to large corporate customers. Sales are after some "pretty" slides that they can drop into their presentations that show the post sales process, i.e how they are looked after and by who. I have written a flow chart that details the process - I assume it needs to be simplified for a sales situation but I'm struggling with presentation. What should it look like

I'm not even sure I'm articulating my problem well

"Pretty", there's a nonsense, client, if they have any sense, will want factual.
I assume we're talking 24/7/365 support, they will want specific contacts to talk to, or to be convinced that the helpdesk is on the ball, then with specific contacts able to resolve any problems immediately and to their satisfaction.
Plus, contact details for those more senior, should the normal contacts not perform.
Presentation should be simple, flow chart is ok, just don't try to embellish.
Remember, all this stuff will be forgotten, it will be performance of your organisation that will count. Providing that which you promised should be the only aim.

[stellacheersmate]

RichB said:

stellacheersmate said:

I have written a process that governs handover from Sales to Account Management and have been asked to create some slides that sales can drop into their presentations which show the customer our post sales care process...

Anyone in Sales that can tell me what you would want this to look like? What's the message? I'm really struggling for inspiration here...

Appreciate any help!

Well, as it's your process you must know the message surely? Just do 2 or 3 slides, bullett points and the flow-chart. Decent sales guys will just talk it through.

Thanks Rich. What I was trying ask was as a Sales person, how would you present something like this to a customer. I.e, do you want a pretty flowchart, bullets, something else? I think you've answered that.

And by "What's the message?" - I was getting at how would a Sales guy present the post sales care process? Would it be a slide simply titles "Post Sales Care" with the above or would you fluff it up with something else?

Does that explain it a bit better?

[stellacheersmate]

WhoseGeneration said:

stellacheersmate said:

Thanks for replying...

Software company selling to large corporate customers. Sales are after some "pretty" slides that they can drop into their presentations that show the post sales process, i.e how they are looked after and by who. I have written a flow chart that details the process - I assume it needs to be simplified for a sales situation but I'm struggling with presentation. What should it look like

I'm not even sure I'm articulating my problem well

"Pretty", there's a nonsense, client, if they have any sense, will want factual.
I assume we're talking 24/7/365 support, they will want specific contacts to talk to, or to be convinced that the helpdesk is on the ball, then with specific contacts able to resolve any problems immediately and to their satisfaction.
Plus, contact details for those more senior, should the normal contacts not perform.
Presentation should be simple, flow chart is ok, just don't try to embellish.
Remember, all this stuff will be forgotten, it will be performance of your organisation that will count. Providing that which you promised should be the only aim.

There it is Thanks!

[RichB]

Hard to say but generally I don't like fluff so depending on what the process is just list this out as a seris of points.

[stellacheersmate]

RichB said:

Hard to say but generally I don't like fluff so depending on what the process is just list this out as a seris of points.

Thanks Rich.

I'm a Project Manager so my communication with clients is always very specific and defined. If I was talking about this process, then it would involve a lot of detail.

What I did a particularly poor job of trying to ask was how do sales people present data like this in a sales situation!

Edited by stellacheersmate on Sunday 17th October 21:48

[RichB]

Simplest thing is to imagine what you would say if you were asked to describe the process to a customer in a couple of minutes, then pick the key points out on a slide or two and add in the flow chart.

[stellacheersmate]

Rich - Thanks, appreciate it.

[Simond S]

Order / Query processes and SLA's
Contact names and numbers
Escalation names and numbers

[WhoseGeneration]

stellacheersmate said:

What I did a particularly poor job of trying to ask was how do sales people present data like this in a sales situation!

Edited by stellacheersmate on Sunday 17th October 21:48

Sales people, left to their own devices, promise the earth.
"Of course our backup is second to none, not that you'll ever need to use it. Now let's talk about how we'll help your efficiency and save you money".
See the emphasis?
Leaving the tech folk to pick up the pieces.
The sorta, ages old, simple explanation is that sales people first sell themselves and then the "sizzle".
Now, I'm of the view that sales teams should include representatives of all areas relevant.
Or, that sales people should be "technical" sales, well versed in that which they sell, from design to fruition.

Edited by WhoseGeneration on Sunday 17th October 22:50

[plg]

• Early engagement of the delivery team
• Clear process shared with all parties
• Clear governance (escalation, etc) and handover
• (if a services contract) - open risk/issues log as the service transitions

[Ozone]

Whatever you do, don't describe going 'Balls Deep'