THE KLIENT INCEPTION – SE.1 – EP.1
Close More Deals by bridging the gap between Sales & Delivery
Learn how to bridge the gap between sales and delivery on Salesforce! We’ll showcase the best practices and templates we use at Klient PSA so you can use them in your own business.
Key Points:
- Provide reliable project estimates during the sales process
- Empower sales reps to close more deals faster
- Increase customer retention
- How to achieve all of the above on Salesforce!
Download the slide deck for this webinar:
Timestamps
- 0:00 Introduction
- 5:46 Meet Julian and Stephanie
- 7:34 Anatomy of a salesperson
- 8:45 Julian discusses his most valuable metrics for success
- 9:51 The importance of asking relevant questions
- 10:44 How we use Klient PSA to ask relevant questions
- 15:15 Generate low effort / high reward estimates and proposals
- 25:30 How to generate your SOW
- 29:00 What to do if you sell SaaS licenses
- 31:33 Executing closing activities and what activities matter most
- 33:55 What our sales process looks like in Salesforce
- 38:03 Overview of agenda for Episode 2
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The Klient Inception - SE.1 - EP.1
01-The Inception Concept
The Klient Inception - SE.1 - EP.1
02-The Team
The Klient Inception - SE.1 - EP.1
03-Relevant Questions
The Klient Inception - SE.1 - EP.1
04-Estimates
The Klient Inception - SE.1 - EP.1
05-Closing
The Klient Inception - SE.1 - EP.1
06-Teaser
Want to speed up your estimations to close more deals?
Grab a copy of the Salesforce Sales Cloud Estimation Template below:
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