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Tuesday, December 10
 

11:00am MST

Classroom 9: The Anatomy of a Sales Victory: A CSI Approach to Scaling Regional Wins
Tuesday December 10, 2024 11:00am - 12:00pm MST
Audience: Partnerships

Theme: Scaling Excellence


1. STUDY & SOLVE - Acting as an individual or in small groups, attendees will choose a sales win from the year and build a “case file.” They will be asked to create an Ideal Customer Profile (no victims here!), identify any Suspects (competitors), discuss the Motives (drivers for decision-making), and trace their customer-journey Clues (data, market research, customer feedback, etc.) At the end, we will have a series of case files that outline successful sales wins from across the country.
2. SCALE - After completing the Study in Wins, attendees will switch to creating a “spree of sales” across the territory. Teams will work together to outline an action plan to replicate the successful strategies in future cases. They will be encouraged to think like detectives to learn and improve their skills.
3. APPLY - Learners will come away with a better understanding of how to analyze a win to make repeatable, scalable actions. They will be asked to reflect on a strategy they will take away and apply from the lesson.

Speakers
avatar for Erica Cotto Kovacevic

Erica Cotto Kovacevic

Manager, Teaching and Learning
avatar for Judson Aungst

Judson Aungst

Vice President
avatar for Amy Davis

Amy Davis

Director, Regional Marketing and Events
Tuesday December 10, 2024 11:00am - 12:00pm MST
Sierra Ballroom 3

1:00pm MST

Classroom 9: The Anatomy of a Sales Victory: A CSI Approach to Scaling Regional Wins
Tuesday December 10, 2024 1:00pm - 2:00pm MST
Audience: Partnerships

Theme: Scaling Excellence


1. STUDY & SOLVE - Acting as an individual or in small groups, attendees will choose a sales win from the year and build a “case file.” They will be asked to create an Ideal Customer Profile (no victims here!), identify any Suspects (competitors), discuss the Motives (drivers for decision-making), and trace their customer-journey Clues (data, market research, customer feedback, etc.) At the end, we will have a series of case files that outline successful sales wins from across the country.
2. SCALE - After completing the Study in Wins, attendees will switch to creating a “spree of sales” across the territory. Teams will work together to outline an action plan to replicate the successful strategies in future cases. They will be encouraged to think like detectives to learn and improve their skills.
3. APPLY - Learners will come away with a better understanding of how to analyze a win to make repeatable, scalable actions. They will be asked to reflect on a strategy they will take away and apply from the lesson.

Host
avatar for Erica Cotto Kovacevic

Erica Cotto Kovacevic

Manager, Teaching and Learning
Speakers
avatar for Judson Aungst

Judson Aungst

Vice President
avatar for Amy Davis

Amy Davis

Director, Regional Marketing and Events
Tuesday December 10, 2024 1:00pm - 2:00pm MST
Sierra Ballroom 3

2:15pm MST

Classroom 9: The Door is Never Really Closed: Leveraging Collaborative Strategies to Expand Partnerships ​
Tuesday December 10, 2024 2:15pm - 3:15pm MST
Audience: Partnerships & Partner Success

Theme: Customer Lifecycle


1. Discover expansion strategies that can be stacked to carve out multiple paths to win within a district.
2. Gain confidence working cross-functionally and thinking outside-the-box when faced with the word "no.”
3. Develop and hone a consultative approach to expansion conversations, centered around active listening and strengthening relationships


Host
avatar for Eric Friberg

Eric Friberg

Manager, Teaching and Learning
Speakers
avatar for Ashley Laver

Ashley Laver

Education Partnerships Manager, North and South Carolina
avatar for Kristen Richards

Kristen Richards

Sr. Manager, Partner Success
Tuesday December 10, 2024 2:15pm - 3:15pm MST
Sierra Ballroom 3
 
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