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© 2018 DSG

Using Playbooks to Unlock Sales Growth

© 2018 DSG

Matt McClendonPresident matt@dsgconsulting.com

Tanner MezelVP Sales & Marketingtanner@dsgconsulting.com

Today’s Speakers

© 2018 DSG

What is a “sales playbook”?

How sales playbooks are used

How to build and launch a playbook

What We’ll Cover

© 2018 DSG

Start with Strategy

New Messagecompany story, industry, buyer,

M&A, partner

New Offeringproduct launch, services,

integrated solution

New Sales Approachvertical, insight, solution-based, team selling, cross-sell up-sell,

partners, visual selling

Scale for Growthselling system, one sales

process, coaching framework, consistent messaging

© 2018 DSG© 2018 DSG

Poll What’s your strategy?

© 2018 DSG

TOP TWO REASONS FOR CREATINGPLAYBOOKS:

1. Shifting from sellingproducts to selling solutions

2. Implementing newmessaging

What Creates the Need for a Playbook?

© 2018 DSG

What is a Sales Playbook?

© 2018 DSG

Process Messaging

Coaching Social Selling

Types of Sales Playbooks

© 2018 DSG

CONTENT

TRAINING

Sales EducationTOOLS

© 2018 DSG

Customer FacingTools

© 2018 DSG

How Reps Use Playbooks

© 2018 DSG

Modern Sales Playbooks

Static PDF Interactive APPvs.

© 2018 DSG

Modern Sales Playbooks

Just-in-case

Just-in-time

vs.

© 2018 DSG

Modern Sales Playbooks

Text Heavy Video Enabledvs.

© 2018 DSG

Video is King

59%

59% of executives agree

that if both text and video are available on the same topic, they are more likely

to choose video.

Viewers retain 95% of a

message when they watch it in a video compared to

10% when reading it

in text.

© 2018 DSG

Incorporating Sales Friendly Video

© 2018 DSG

ANIMATED INSIGHT VIDEOSBringing ideas to life through storyboarding,

animation, and motion graphics

CONVERSATION ROLE PLAYStep by step demonstrations

TALK TRACKS ROLE PLAYSimulated conversations

COACH’S CORNER VIDEOSCasual collaboration between coaches

and learners

EXPERT-ON-DEMAND Insights from key thought leaders on

selected topics

© 2018 DSG© 2018 DSG

Poll What keeps your playbooks from being modern?

© 2018 DSG

Playbooks & Sales Plays

Playbooks = Broad

Plays = Narrow

© 2018 DSG

Play

Timeframe

Focused Enablement

Outcome

Creating Sales Plays

In-person CMO meetings (platform story)

By the end of Q4

Use this whiteboard, eBook, and infographic

Pipeline for integrated solution deals

© 2018 DSG

4 Tips for Building Modern Playbooks

Cross-Functional Content Development

Sales Friendly Video Capture for Prioritized

Content Areas

Utilize an Interactive, Video-Enabled App

Executive Alignment on the Sales Plays and Playbook Templates

© 2018 DSG

When to Launch Playbooks Through In Person Training?

© 2018 DSG

Continuous Enablement

60 Day Cycle

NewTopic

Challenge

On-Demand Training

Training-in-a-Box

Live Webinar

Bulletin

Mastery

© 2018 DSG

Build a Calendar

FEB

JAN

Master the Whiteboard

APR

MAR

Get theMeeting

JUN

MAY

Give Insight to Create Dialogue

AUG

JUL

CreateUrgency

OCT

SEP

Gain ExecutiveSponsorship

DEC

NOV

Tailor for the Persona

2018

12 Month Sales Enablement Calendar

© 2018 DSG© 2018 DSG

Q&A

© 2018 DSG

Interested in Seeing Playbooks and

Learning More?

Matt McClendonPresident matt@dsgconsulting.com

Tanner MezelVP Sales & Marketingtanner@dsgconsulting.com

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