Strategic Sales Planning
Identifying and developing business opportunities that are consistent with the long-term strategic plans of the organization.
Level 1 Demonstrates introductory understanding, directing people to the appropriate source for further information.
BEHAVIORS
- Explains standard business development strategies/techniques.
- Assists in information gathering to support sales planning, including market and customer research.
- Uses the organization’s standard qualifying methodology to identify potential prospects within a given market place.
QUESTIONS
- Tell me about a situation where you qualified potential customers within your assigned area.
Probing Questions
* What was the situation?
* What did you need to accomplish?
* What did you do to quality customers?
* What are the results of your efforts?
- Give me an example of when you described to others the standard business development strategies in your organization.
Probing Questions
* What was the situation?
* What did you need to accomplish?
* What did you do?
* What was the outcome?
Level 2 Applies the competency in common situations that present limited difficulties, working with a moderate level of guidance.
BEHAVIORS
- Suggests possible ways of generating leads and increasing current and future market penetration.
- Gathers competitor market intelligence, sharing with relevant members in the sales organization.
- Maintains customer target lists.
- Conducts customer and market research to develop strategies to grow market share.
- Participates in strategic lead generation and the development of target markets.
- Identifies new, profitable business potential in specific markets.
- Qualifies prospects for the organization’s products and services into the sales pipeline.
QUESTIONS
- Tell me about a situation where you recommended different ways of generating leads to an increase in market penetration.
Probing Questions
* Describe the situation.
* What did you need to accomplish?
* What did you do?
* What happened as a result of your work?
- Tell me about a situation where you qualified prospects in the sales pipeline.
Probing Questions
* Describe the situation.
* What did you need to accomplish?
* What did you do?
* What was the result of your efforts?
Level 3 Applies the competency in the full range of typical situations, requiring guidance in only the most complex or new situations.
BEHAVIORS
- Cultivates new opportunities to build long-term business relationships.
- Implements initiatives to increase current and future market penetration.
- Sells expanded services to existing customers.
- Collaborates with marketing specialists to leverage product knowledge and promotions.
- Aligns products and/or services with customer base to maximize brand opportunities.
- Applies the standard sales qualification process to all opportunities.
QUESTIONS
- Tell me about a situation where you expanded the products sold to a current customer.
Probing Questions
* What was the situation?
* What did you need to accomplish?
* What did you do?
* What was the outcome?
- Tell me about a situation where you followed a sales process with a qualified lead.
Probing Questions
* What was the situation?
* What did you need to accomplish?
* What did you do?
* How many contacts did you make on the lead?
* What was the outcome?
Level 4 Applies the competency in new or complex situations and advises others.
BEHAVIORS
- Identifies strategic targets, developing leads into prospects and prospects into sales in selected industries.
- Develops new customer and existing customer potentials for maximum penetrations and profitability.
- Leads the development and maintenance of prospect lists.
- Develops pricing structure in conjunction with other managers.
- Leads investigations of the economic conditions related to one’s business such as industry trends and competition.
- Leads design and implementation of initiatives to increase current and future market share.
- Manages each stage of the sales pipeline.
QUESTIONS
- Tell me about a situation where you developed and maintained a prospect list.
Probing Questions
* What was the situation?
* What did you need to accomplish with the list?
* What did you do?
* What was the result?
- Tell us about a situation where you identified changes to industry trends and economic conditions related to your business?
Probing Questions
* What was the situation?
* What did you need to accomplish?
* How did you capture the change?
* What did you do with the information?
* What was the outcome?
Level 5 Develops new approaches and methods in the area. Is recognized as an expert within the organization.
BEHAVIORS
- Develops ideas for positioning the organization for long-term success.
- Builds strategic initiatives to increase current and future market share and oversees their implementation.
- Creates a business development strategy for the organization based on market intelligence and other knowledge.
- Evaluates the practicality and implementation challenges of the business plan.
- Anticipates the future direction of industry macro conditions and market dynamics.
- Defines the qualification framework for the sales process.
QUESTIONS
- Tell us about a situation where you built strategic initiatives to increase market share.
Probing Questions
* What was the situation?
* What did you need to accomplish?
* What did you do?
* What was the outcome?
- Tell me about a situation where you established a business development strategy for your organization.
Probing Questions
* Describe the situation and your role.
* What did you need to achieve?
* What did you do?
* What was the impact?