Sales Procedure
Accredited Consulting Service for Mr. Fulcher MBA BSc Accredited Senior Consultant (ASC)
The Appleton Greene Accredited Consultant Service (ACS) for Sales Procedure is provided by Mr. Fulcher and provides clients with four cost-effective and time-effective professional consultant solutions, enabling clients to engage professional support over a sustainable period of time, while being able to manage consultancy costs within a clearly defined monthly budget. All service contracts are for a fixed period of 12 months and are renewable annually by mutual agreement. Services can be upgraded at any time, subject to individual client requirements and consulting service availability. If you would like to place an order for the Appleton Greene Sales Procedure service, please click on either the Bronze, Silver, Gold, or Platinum service boxes below in order to access the respective application forms. A detailed information guide for this service is provided below and you can access this guide by scrolling down and clicking on the tabs beneath the service order application forms.
Bronze Client Service
Monthly cost: USD $1,500.00
Time limit: 5 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze service includes:
01. Email support
02. Telephone support
03. Questions & answers
04. Professional advice
05. Communication management
To apply – CLICK HERE
Silver Client Service
Monthly cost: USD $3,000.00
Time limit: 10 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze service plus
01. Research analysis
02. Management analysis
03. Performance analysis
04. Business process analysis
05. Training analysis
To apply – CLICK HERE
Gold Client Service
Monthly cost: USD $4,500.00
Time limit: 15 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze/Silver service plus
01. Management interviews
02. Evaluation and assessment
03. Performance improvement
04. Business process improvement
05. Management training
To apply – CLICK HERE
Consultant profile
Mr Fulcher is an approved Senior Consultant at Appleton Greene and he has experience in management, marketing and globalization. He has achieved a Masters of Business Administration and a Bachelor of Science in Business Administration. He has industry experience within the following sectors: Education; Consumer Goods; Fast Moving Consumer Goods; Healthcare and Automotive. He has had commercial experience within the following countries: United States of America, or more specifically within the following cities: Phoenix AZ; Tucson AZ; Oakland CA; Salt Lake City UT and Albuquerque NM. His personal achievements include: grew sales $16.5m to $35m; grew sales $120k to $10m and pink sheet stock to Nasdaq. His service skills incorporate: sales management; sales process; leadership development; business development and customer relationships.
To request further information about Mr. Fulcher through Appleton Greene, please CLICK HERE.
Executive summary
Sales Procedure
Too many businesses lack a unified sales system which leverage the techniques and best practices. Superior company-wide sales process makes your entire team better and lessens the reliance on superstars. There are many benefits to a proven and repeatable company-wide sales process, including: improves performance of new hires and low performers by creating a step-by-step system; brings performance of middle-of-pack performers closer to that of top performers as the company system incorporates the best practices and steps used by the best salespeople; makes sales more predictable as the sales process is ‘staged”; by knowing the quantity and quality of prospects at each stage, your sales pipeline will become more accurate; lowers the cost of onboarding a new salesperson; sales stars can’t hold you hostage anymore because you now have the “formula” for success rather than relying on “black magic”; when a sales person leaves, your sales process doesn’t leave with them because you own your sales process.
Sales process and management is a systematic approach that improves overall business capacity allowing companies to maximize profits while delivering the highest quality products or services. Sales process and management begins by helping owner(s) or top executive(s) understand and define the amount of profits they want and then establish the forecast and financial plans to create these profits.
Sales process and management is a continuous improvement process. It involves continually analyzing and improving sales capacity through a repeatable process and training until the business hits established milestones. As sales increase, new goals, timetables and milestones are set. This cycle continues as long as the business owner(s) or top executive(s) want to improve their business beyond where it is. The results of sales process and management are not only maximized profits, which come from efficiently delivering the highest quality products or services but also a more cohesive and productive sales force, smoother operations, and reduced stress of business leadership.
Service Methodology
There is a sales process and path to growth: Audit your sales best practice. What has been working; Increasing lead generation quantity and efficiency; Create a proven and repeatable sales process for the company; Leverage technology to reduce sales costs and effectiveness; Improve sales management by installing models, systems and management; Improve individual salesperson performance through coaching, mentoring, and training; Effective use of a CRM to track customers and pipeline.
Sales management is important but most business owners do not enjoy it and have better things to do. Many businesses are losing deals, forfeiting margin, and incurring higher costs than they should due to under-management or an under-skilled sales manager. This process takes time, but the system will become a vital asset to your business. Many companies have tried to improve sales in various ways: Training sales reps; Hiring supposed superstars; Stepping into a sales role because no one does it as well as you; Promoting a superstar into management that is not a good fit; Adjusting the sales compensation system; Getting the sales staff to work harder; Hiring better staff; Trying to improve marketing.
Some of this may provide results but not usually on a consistent basis. Instead, consider these solutions: Create a proven sales process that improves all salespeople; Reduce dependence upon your sales superstars with a repeatable process; Create a lead scoring and pipeline management system; Use technology best practices to increase conversions and lower sales costs; Avoid the simplistic solution of firing the lowest producers and keep your existing sales staff intact; Focus on individualized salesperson coaching vs. general sales training.
In summary, sales process and management is a method that produces a repeatable and consistent system that results in predictability and volume. The first step is to establish a sales forecast and corporate profit goals. This involves the business owner(s) or top executive(s) plus those they want involved at this level. The second step is to develop the sales process and management team and tactical plans to reach the goals set. Once these plans are developed then measurements, timetables and milestones are established. This involves the same group as above but may also include other key personnel as appropriate. The third step is to do the work necessary to reach the milestones. This involves key personnel throughout the organization starting with the department heads of the sales, operations and finance departments plus others who the department heads want involved. This group evaluates the business level that each department can effectively handle and still produce the desired quality of products, services and customer support. The sales process and management process then begins again. I will help you find the right process that fits your company by analyzing your current process and offer solutions.
Service Options
Companies can elect whether they just require Appleton Greene for advice and support with the Bronze Client Service, for research and performance analysis with the Silver Client Service, for facilitating departmental workshops with the Gold Client Service, or for complete process planning, development, implementation, management and review, with the Platinum Client Service. Ultimately, there is a service to suit every situation and every budget and clients can elect to either upgrade or downgrade from one service to another as and when required, providing complete flexibility in order to ensure that the right level of support is available over a sustainable period of time, enabling the organization to compensate for any prescriptive or emergent changes relating to: Customer Service; E-business; Finance; Globalization; Human Resources; Information Technology; Legal; Management; Marketing; or Production.
Service Mission
Mr. Fulcher is a highly experienced senior executive who has successfully built, led and managed sales teams in a variety of industries. He has also developed and worked with independent sales organizations internationally. Our service mission is to help owners or top executives improve the quality in performance of their sales organization.
This is accomplished by developing specific and measurable metrics to hold the sales organization accountable. We strive to utilize our expertise effectively in helping develop and implement business management methods and procedures that improve sales and sales management area of client companies. The goal is to improve both top and bottom line performance, long term financial health, and marketable business value of client companies. Everything we do is aimed at building efficient operations and business value, providing both short and long-term benefits to our clients.
Service objectives
The following list represents the Key Service Objectives (KSO) for the Appleton Greene Sales Procedure service.
- Sales Process
In a report published by CSO Insights entitled Optimizing Sales Performance for the High Tech Market, sales organizations that adopt and implement a defined sales process where sales rep adoption is actively managed and changes to the process are made proactively as needed, enjoy a WIN rate of 55.2% compared to 40% to those that don’t. There are many benefits to a defined sales process. Here are some – a better understanding of where your prospect is in their evaluation and buying process; it improves efficiency and productivity; individuals see their personal sales effectiveness increase; better forecasting; improves deal velocity and consistently qualify opportunities. A defined sales process involves steps that align the way you sell to the way buyers want to buy. It simplifies the customer decision making by showing how their specific problem combined with the value of your solution makes it easier for them to make a confident buying decision. The direct benefit of a defined sales process is repeatable execution. Sales representatives have clarity on what resources to leverage and what they need to qualify with the customer. They can focus on effectively executing in each buying cycle stage. A defined repeatable process is instrumental for your sales leaders to evaluate the performance of individual reps, and to consistently apply the same objective criteria to your entire team. You know where your reps are with a particular opportunity and, more importantly, you know where they’re not. If you want to build a really good sales process, you have to understand how your customers buy. You have to know what’s most important to them, how they evaluate new products and services, how and when they allocate budget, who needs to be involved, how decision are made, how terms and deals are negotiated, etc. Knowing how the customer buys gives you the ability to map your sales process with the buying process of the prospects. Use a customer centric approach. Involving your sales team is a plus. This will help you get valuable inputs and perspectives. You may also call some of your best customers to verify your ideas. - Sales Management
A great sales person is most likely not a great sales manager. Why do some CEOs believe that a great sales person can be a great sales manager? The skills required to be a great sales manager are not the same. Make sure to find a sales manager who loves: Process; Coaching & Motivation; Building Amazing Sales Tool; Improvements; Efficient Meetings; CRM Systems; Inter-Team Communication and Reporting & Analysis. The sales management process monitors and measures each staff member’s ability to either support sales or do the actual selling to customers. An effective sales management strategy includes setting goals, providing sales support and training, creating or updating the sales strategy, and monitoring results. Sales management is the coordination of people and resources to effectively produce the desired goal. These long-term goals can be wide ranging, however they are generally increased sales volume, contribution to profits, and continuous growth. To achieve these objectives, sales managers have vast responsibilities including, but not limited to: demand/sales forecasting, establishing quotas/objectives, budgeting, organization, recruitment, training, compensation, and sales performance evaluation. The most important role of sales management is not to manage sales, but to manage the people who make the sales. The role of the sales manager is to plan, recruit, and report. The sales manager shares the organizations vision, communicates the mission statement, brings guiding principles to the sales team and instils the company’s values. Sales management must have a clear and concise ability to communicate, be effective and delegating tasks and responsibilities, understand how to coach and help other team members, be able to get things done, think long term not just the present, work under pressure, have an eye for talent and potential, ask the right questions, know how to utilize their time and produce consistent results. A good sales management process – just like a good sales process – creates consistency and predictability for ongoing sales execution. Specifically, an effective sales management process accomplishes three things. It helps managers prioritize seller activities to ensure the highest likelihood of quota attainment. It helps managers determine the right type and frequency of coaching conversations to enable sellers to execute effectively and consistently. It enables managers to assess what is and isn’t working in the sales process. - Leadership Development
Leaders are essential throughout any organization. Effective leaders at the top of an organization create a positive vision, culture and direction that everyone within the organization can rally behind. Effective leaders in middle management positions create confidence and loyalty in the people within their department. Effective leaders within the rank and file of an organization create strong teams that effectively identify and solve problems. The sales process and management method steers a sales organization through the process of setting visions, goals and strategies, and then identifying and solving constraints within a business so that goals are accomplished. As visions, goals and strategies are set, and as constraints are identified and solutions developed, people with leadership tendencies emerge throughout the organization. A focus of the sales process and management method is to mentor and train these people so that they become effective at leading groups of people. Leadership is different than management. Leadership is making sure the ladder is against the right wall and management is making sure the ladder is against the wall right. Whether a person is guiding a whole organization or a sales team, good leadership is needed. Therefore, one of the longer term and sustainable benefits companies receive from the sales process and management method is the identification and develop of leaders throughout the organization. - Business Development
Business development is the creation of long-term value for an organization from customers, markets and relationships. For many companies business development is a sales and marketing function and in worse cases it is only a sales function. Business development should be part of the balance of an organization. Business development doesn’t just grow the top line, it builds value for the stakeholders. Repeatable business development requires a process and clear strategy. Business development begins and ends with the long-term value you provide to your customer. If you are the same as everyone else, you compete on price. To rise above your competition you have to have something interesting to say and be consistent in delivery. It’s about creating opportunities for that value to persist over the long-term, to keep the floodgates open so that value can flow indefinitely. Thinking about business development as a means to creating long-term value is the only true way to succeed in consistently growing an organization. Business development activities extend across different departments, including sales, marketing, project management, product management and vendor management. Networking, negotiations, partnerships, and cost-savings efforts are also involved. All these different departments and activities are driven by and aligned to the business development goals. - CRM
Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth. Without the proper management, a CRM system can become little more than a glorified database where customer information is stored. Data sets need to be connected, distributed and organized so that users can easily access the information they need. Companies also continue to struggle to identify real sales prospects with their data. New lead-generation technologies that combine CRM data with third-party data from companies like Dunn & Bradstreet and social streams have also been emerging to provide sales and marketing teams with better sales prospects. These methods work best, however, when companies spend time cleaning up their existing data to eliminate duplicate and incomplete records before they supplement CRM data with external sources of information. Sales process and management utilizes CRM in the sales organization to track customers and prospects to determine where in the sales process the opportunity may set. However, there is much more to CRM than just sales. Choices in CRM include on-premise, cloud based, open source and social CRM. Social CRM refers to businesses engaging customers directly through social media platforms such as Facebook, Twitter and LinkedIn. Social media presents an open forum for customers to share experiences with a brand, whether they’re airing grievances or promoting products. Mobile CRM, or the CRM applications built for smartphones and tablets, is becoming a must-have for sales representatives and marketing professionals who want to access customer information and perform tasks when they are not physically in their offices. For all the emphasis placed on customer relationships, very few large organizations really understand how to manage them. Whether you’re a corporation, a non-profit or a government agency, chances are that your approach to customer relationships at a system-wide level begins and ends with CRM (customer relationship management) software — yet its implementation rarely does much to foster real relationships. Relationships aren’t numbers and CRM isn’t an efficiency tool. It’s a relationship-building tool and it’s one of your only opportunities to put real effort and resources toward developing your network of relationships. For example, Airbnb actively encourages hosts and guests to form genuine relationships. Members are urged to provide photos and background information, hosts contribute to online city guidebooks, and the company rewards its especially responsive hosts with greater visibility and even small gifts. Individually, each gesture is small, yet they add up to a community that emphasizes relationships over strictly transactional interactions. CRM is a crucial tool for making this happen, but only if there’s a clear goal for it to pursue. This starts with organizational leaders asking the question, “What relationships are critical to the success of my business?” And it continues with the question, “How do I support those relationships to help them grow into a community?”
Achievements
OdysseyWare
As Senior Vice President of Sales & Marketing, responsible for the overall revenue generation of all divisions within the company. Increased annual new revenues from $16.5M to $35M, with 90%+ renewals, 80% new business — represented 50%+ of overall company revenues of nearly $65M. Led a team of fifty plus including five Vice Presidents as well as the management leaders of all other divisions.
Zila Pharmaceuticals
As National Sales Manager, responsible for growing this startup from $120K to $10M evolving from penny stock to NASDAQ listing. Built a national sales team of both direct report and independent sales organizations. Assisted with the acquisition of another oral care product that added an additional $25 M in revenue.
Misty Mate
As National Sales Manager, responsible for growing sales over 250% from $1.7M to $6M for a company built around a single product, the first of five more subsequently developed. Built national sales team of both direct and independent sales organizations. Assisted with product development and package development bringing new products to market.
More detailed achievements, references and testimonials are confidentially available to clients upon request.