[Live Event On-Demand] Women in Revenue Presents: Take Charge, Drive Change

Our research shows that you want more information about how to drive diversity and inclusion in your organizations. This program is designed to both educate, and more importantly provide concrete actions you can take immediately.

Learn what a top program looks like, how to expand your thinking about diversity, how to expand your recruiting efforts, and learn techniques for community and company activism.

The keynote was delivered by New York Times bestselling author & speaker Luvvie Ajayi Jones.

Our panelists were:

  • Michelle Cirocco, Chief Responsibility Officer, Televerde
  • Noorin Fazal, Head of Curriculum and Partnerships, SV Academy
  • Chantel George, Founder and CEO, Sistas in Sales
  • Traci Wade, Senior Director, Diversity & Inclusion, Oracle
  • Moderator: Hana Jacover, Group Account Director, Spear Marketing

Event was Kickoff with Entertainment

The event was prelude with a celebration & entertainment from DJ SharpDJ Sharp blends a vast array of musical genres with a fluidity and fluency that is unrivaled. Now the official DJ of the NBA champion Golden State Warriors, he’s performed for Fortune 500 companies, foreign dignitaries, Las Vegas revelers, and even former President Obama!

Keynote Speaker

Luvvie Ajayi Jones is a New York Times bestselling author, sought-after speaker and podcast host who thrives at the intersection of comedy, justice, and professional troublemaking. She will be opening the event with a message of inspiration and action.

And typical of Women in Revenue events, we’ll have a lively conversation on social channels and in our Slack community – join the #diversityinrevenue channel for this event.

Watch the recording below:

Women in Revenue Presents: Take Charge, Drive Change from Women In Revenue on Vimeo.

Our research shows that you want more information about how to drive diversity and inclusion in your organizations. This program is designed to both educate, and more importantly provide concrete actions you can take immediately. You’ll learn what a top program looks like, how to expand your thinking about diversity, how to expand your recruiting efforts, and learn techniques for community and company activism. The keynote will be delivered by New York Times bestselling author & speaker Luvvie Ajayi Jones. Our panelists are: Michelle Cirocco, Chief Responsibility Officer, Televerde Noorin Fazal, Head of Curriculum and Partnerships, SV Academy Chantel George, Founder and CEO, Sistas in Sales Traci Wade, Senior Director, Diversity & Inclusion, Oracle Moderator: Hana Jacover, Group Account Director, Spear Marketing Event will Kickoff with Entertainment We’ll prelude the event with a celebration & entertainment from DJ Sharp 3:30 PM – 4:00 PM. DJ Sharp blends a vast array of musical genres with a fluidity and fluency that is unrivaled. Now the official DJ of the NBA champion Golden State Warriors, he’s performed for Fortune 500 companies, foreign dignitaries, Las Vegas revelers, and even former President Obama! Keynote Speaker Luvvie Ajayi Jones is a New York Times bestselling author, sought-after speaker and podcast host who thrives at the intersection of comedy, justice, and professional troublemaking. She will be opening the event with a message of inspiration and action. And typical of Women in Revenue events, we’ll have a lively conversation on social channels and in our Slack community – join the #diversityinrevenue channel for this event.

6 Things Every AE Needs to Do for Sales Success

By Lenore Lang, Vice President of Strategic Sales, Quip

This blog is brought to you by Salesforce’s Trailblazing Women Community. A community for women in business across industries developed to help women – and allies – learn more about paving the path to equality through diversity and inclusion programs in the workplace, mapping out success paths and career journeys, and building a personal brand. 

Many sales leaders know from experience what it’s like to be an account executive. We worked our way up the sales ladder—but we never really leave those tenacious roots behind.

I’ll always have the perspective from my time as an AE. Now, as an enterprise sales leader, I can see where many of our AEs are doing things right or may need some nudges in the right direction. Here are six of the most common insights I like to share with our AEs to further their sales success and careers.

1. Know the Difference Between Nerves and Excitement

Going into sales meetings early on in an AE’s career can be brutal. I like for them to think about this scenario. You’re 10 minutes out from the start of a meeting. What do you do with those nerves?

Over the years, I’ve realized the nerves are excitement. It’s actually exciting to go into a meeting. I still do this to this day: I take three big deep breaths, tell myself it’s going to be okay, and walk in, knowing that it’s not nerves, it’s excitement.

2. Always Follow Up

The best AEs are following up directly after the meeting with next steps in order to stay top of mind. The follow-up can really vary depending on who you’re meeting with. An executive may just want a text message and for you to follow up with their admin in order to schedule the next meeting. Maybe you want to make sure you got your points across and you can send a very succinct email with two sentences, three bullet points, and a closing ask. Knowing your audience is key, but always follow up in some way!

3. Become a Trusted Advisor

When customers know you have their best interests in mind and will help them solve their challenges, the more you become their trusted advisor. And they become an internal champion for you.

No matter what anyone says, people still want to buy from people. That’s the most important thing you can do: Make sure you become that trusted advisor to your internal champions. They have always gone to bat for me in any meaningful sales cycle I’ve had. AEs should start building these relationships early and often.

4. Show the Value Before the Price

When it comes to pricing, AEs must be very transparent. Before you present the price, you need to demonstrate the value. AEs should prove the value to customers so they will see the return on investment that they’re expecting. Always ensure the customer understands the value before putting any sort of number in front of them. 

5. Keep a Living Account Plan

AEs need a living account plan to put all of their notes from important meetings and next steps. It should also record who you met with and maybe a briefing document to a relationship map. It’s always important to keep a historical record of what’s transpired in your relationship with the customer. 

6. Ask the Hard Questions

If you don’t ask the hard questions, you don’t know if you’re in the same place you started. The biggest mistake I see is not asking.

For more content like this, join Salesforce’s Trailblazing Women Community

How to Develop Your Career for Sales Success

By Kharisma Moraski, Head of Sales, Emerging Business, ServiceRocket

This blog is brought to you by Salesforce’s Trailblazing Women Community. A community for women in business across industries developed to help women – and allies – learn more about paving the path to equality through diversity and inclusion programs in the workplace, mapping out success paths and career journeys, and building a personal brand. 

Whether you’re just starting out in sales or have been doing it for years, there is one thing everyone always needs to cultivate: professional development. This can come in many different forms, from training to self-exploration and awareness.

Early in my own career, I asked for feedback. But I didn’t always heed the advice. Then I really started listening and taking action. Now, I know the value and the difference coaching and feedback has made. Let’s take a look at a few ways you can start bringing more professional (and personal) development to further your sales career, too.

Know the Best, First Steps

If you’re just starting out in sales, it’s important to set the right foundation in the sales approach. Understand your ideal customer profile, the pain you’re solving, and your value proposition. From there, make sure you are always crafting a specific message to the customer. And always work to become a trusted advisor. These are the core sales skills you need to develop and hone from the get-go. 

Become a Trusted Advisor

Few things can further your career more than becoming a trusted advisor. That means knowing the strategic priorities of your customer and their business day-in and day-out. It also means you are consistently and reliably providing value.

It’s imperative to develop the right viewpoint on building customer relationships. You’re not going to be selling to them—you’re not going to be selling with them. Speak with customers on their level and what concerns them. If your customer looks to you as a subject-matter expert for their industry (and not just a product expert), then you know you’ve met the goal of becoming a trusted advisor. But this takes trust and the amount of time you can invest to develop that relationship. When you do, sales success follows.

See Training Red Flags

Here’s an easy way to know if you’re in need of additional training. Do you find yourself saying anything to please a customer? Or just going along and agreeing with everything they say because you don’t actually know the answer? If the answer is yes to either of these questions, then that’s a red flag. Chances are you need more training.

Raise your hand and let your manager or team know where you require more information. Seek the resources that will help fill in the gaps. By doing this, you are not only making yourself a better salesperson, but also serving the customer in a much better way.

Accept Coaching and Feedback

As I mentioned earlier, I grappled with feedback early in my career. If you have the opportunity to receive coaching and feedback, take it and embrace it! That’s one of the most important lessons I’ve learned.

Coaching and feedback are paramount to the growth of any sales professional. But you also have to internalize it, process it, and then execute the changes. Take the time to work through it so you can make yourself and your skills better. Believe me you will stand out, and it will make a difference in how your sales career grows.

Take Personal Initiative

When it comes down to it, you can always take professional development into your own hands. Look to social networks like LinkedIn, read blogs, and take classes. Research anything in your industry that can help improve your sales skills. At the end of the day, you know what you need. And you can take the personal steps to get to the next level.

 

For more content like this, join Salesforce’s Trailblazing Women Community

Launching Women In Revenue’s first local chapter in Austin

By: Kimberly Storin, CMO of RapidDeploy

Late last year, I had lunch with Jill Melchionda in downtown San Francisco. The primary topic of conversation was the inherent value of our support networks and how those networks helped us learn, grow and move forward. In that conversation, she shared with me the initiatives that she was driving with Women In Revenue (WIR). I have participated in a few women’s focused organizations – starting as the President of Graduate Women in Business back in business school to attending Fortune’s Most Powerful Women Next Gen a few years in a row – so of course, I was intrigued and hungry to learn more about this group of women in sales and marketing and how they were empowering each other.

Fast forward a few months (and a few delays due to COVID-19) and here we are – finally launching WIR’s local chapter in Austin.

Austin is a natural choice as the first city to launch a WIR chapter. For one, Austin is a city where uniqueness and individuality is highly valued, but there is also a huge amount of local community spirit. We are a city that comes together to lift each other up. It also happens to be one of the fastest growing job markets in the U.S. – I’ve watched it grow from a mid-sized, college town in the 1990s to tech hub in the 2010s and that growth won’t stop anytime soon.  

While Austin has a lot of great industry organizations focused on the discipline of marketing, there wasn’t really a forum for women in revenue driving roles to come together for authentic conversations on topics that keep us up at night. WIR will help us fill this gap. WIR will enable us to connect with other sales and marketing leaders and up-and-coming leaders; to mentor and support each other; to learn from each other. Together, we’ll work to make sure there are more seats at the table. 

Join us as we get our Austin chapter up and running. Our first local event will be held virtually on September 17th from 8:30 – 10:00am. It will start with a panel discussion with three incredible Austin-based revenue leaders, followed by small group discussions.

Register for this inaugural event and join WIR to get access to our exclusive Slack network and #austinchapter channel.

Huge thanks to our amazing group of Austin chapter founding members for making this event a reality: Leigh Choate, Abel Lomas, Tricia Dugan, Meg Swanson, Christy Barnett, Christie Post, Lonie Johnson. And of course, thanks to the WIR national team – Cari, Andrea, Gina, Hana and Claire – for help getting this chapter started!

How to Get Personal With Customers for Sales Success

By Jill Rowley, Growth Strategist & Startup Advisor

This blog is brought to you by Salesforce’s Trailblazing Women Community. A community for women in business across industries developed to help women – and allies – learn more about paving the path to equality through diversity and inclusion programs in the workplace, mapping out success paths and career journeys, and building a personal brand. 

Do your customers know that you have their best interests in mind? Are you empathetic and helpful? Do they consider you a trusted advisor at the very least—or maybe even a friend? Now, more than ever, the answers need to be a 100 percent yes.

Personal connections are crucial to navigating sales during today’s business and social climate. Let’s take a look at a few ways you can either begin nurturing your customer connections or make them even deeper.

Take a Look at Your Own Social Profile

Whether a buyer is researching you for the first time or you have worked with a customer for years, your social profile must match both your business acumen and personality.

Look at your LinkedIn profile through the lens of your customer. What would they want to see? No-one wants to see a “quota crusher.” Detail how you work with people, create value, and solve problems. This first impression with a buyer can begin to seed trust. At the same time, current or long-time customers will continue to learn more about you and see the continued commitment to your sales relationships and success.

Stay Social

In the social realm, we can’t look at our customers and contacts as potential “closed deals.” Rather, it’s all about making the connections and having the conversations with them consistently—not just when it’s time to commit to a deal.

A deeper level of social engagement means you need to always be connecting. This is a two-pronged approach by both making and keeping connections. Create a habit and embed the social and digital into your daily routine.

And remember…when you click the button to send a connection request, it isn’t about you. It’s about the person you are connecting with. Your network isn’t just an exercise in growth. Be sure to take the time to build and maintain authentic conversations and relationships.

Have Authentic Conversations

So what does an authentic conversation sound like? Speaking the language of your buyers is essential. Frame things in terms of what they care about and how they make decisions. This business acumen is really important.

For any individual, you need to know how they fit into the rest of the organization. What are their company initiatives and what is that company going through from an industry perspective? What are their own challenges? The ability to discuss all of this and your potential solutions—or simply helpful commentary—will build the trust that you have their best interest in mind.

Create Change and See Success

Every salesperson, no matter what you’re selling, is selling change. Are you effective at selling change? The best salespeople know more about their customers, they do more for their customers, and they care more about their customers.  And they help guide them through that change.

Great salespeople know what makes customers successful, and they care about their customers’ success. Of course, that also translates to sales success. It can only happen through indelible relationships with each customer.

For more content like this, join Salesforce’s Trailblazing Women Community

Developing Your Personal Brand, Huddle Learnings and Activities Worksheet

As part of our Women In Revenue mentorship community, featured speakers and master mentors lead members through a series of exercises to help them improve key skills for career growth. As a follow on to our “Build Your Personal Brand” huddle led by Sydney Sloan, we have created this worksheet, “Developing Your Personal Brand Learnings & Activities” to give huddle members and those who couldn’t attend the event the opportunity to continue the discussion and complete self-guided activities to improve their personal brand. 

The worksheet is available here for download. Please reach out via our Slack community to engage with other huddle members and the mentorship community as you complete the exercises!

10-Minute Activities for Increased Sales Success

By Nikki Damaschino, Area Vice President, Salesforce

This blog is brought to you by Salesforce’s Trailblazing Women Community. A community for women in business across industries developed to help women – and allies – learn more about paving the path to equality through diversity and inclusion programs in the workplace, mapping out success paths and career journeys, and building a personal brand. 

Account executives’ time is precious and they have a ton on their plate. The demands and expectations can be overwhelming: feeding the pipeline, forecasting, preparing presentations, cold calling, the list goes on and on.

But some activities do not need a huge time investment for quick wins and results. It often comes down to actually budgeting the time and setting it aside. Here are a few 10-minute activities AEs can incorporate into their daily or weekly routine right away.

Revive Latent Accounts in 10 Minutes

Latent accounts don’t have to stay that way. First and foremost, you need to pick up the phone and call the customer. The person you’re most afraid to call is usually the person you should be speaking with. Do your homework, take a genuine interest in how that company ticks, and be relentless in your pursuit of how you’re going to get in the door. It doesn’t take long to do this—it’s the actual act of getting around to it or putting fear aside.

Accelerate an Enterprise Sales Cycle in 10 Minutes

You can also take 10 minutes each day to accelerate an enterprise sales cycle. The number one strategy is to avoid a single-threaded approach to an account. It’s never just one person, so you need to know all of the decision-makers. Be sure to leverage the full power of your team to strategically touch every contact within your account. And always have the end-game in mind.

Prep for Sales Presentation in 10 Minutes

If you’re preparing for a large, executive meeting with a customer, set aside 10 minutes to really think about the problem you’re trying to solve. During a sales presentation, customers want you to show up with the solution to their pain-point or the change their current experience. 

Eighty percent of selling is done when we’re not in the room. So what is the story you’re going to tell? And, in turn, the story the meeting attendees can retell to their manager or peers? Taking 10 minutes to simply outline and brainstorm the solution, ROI, and implementation plan will guide you in better sales presentation development for an individual customer.

Strengthen Relationships in 10 Minutes

It actually only takes a few minutes to strengthen your relationships and show your commitment to a customer. Successful AEs will always send a follow-up email summarizing what was discussed in the meeting the same day or at least within 24 hours of the meeting. And, if it’s been awhile, do a check in with your customer or provide some helpful content. Without a doubt, it is always worth the time.

Cold Calls in 10 Minutes

OK, let’s admit it—not many reps are fans of cold calling. But making it part of a daily 10-minute ritual gets the job done to feed the pipeline and potential leads. Cold calling in snack-size bites of time removes some of the drudgery. And try calling first thing in the morning! Not only do you get it out of the way, but you’re more likely to reach contacts.

 

For more content like this, join Salesforce’s Trailblazing Women Community

Top Three Tactics To Improve Health & Quality of Revenue Pipeline in Digital World According To Women in Revenue

Women in Revenue spoke out again! During our last event, “Cultivating Your Superpowers,” we asked Women in Revenue about their top tactics to improve the health and quality of the revenue pipeline in the digital world. Here are their top 3 answers:

  • In the absence of physical tactics to drive your quality pipeline: organize virtual sessions with an (internal or external) industry expert.
  • If you see a dip in the pipeline: pull the lists of closed/lost accounts, deals that went dark, or contacts that attended your events in the past, and target them through Outbound.
  • To help drive the quality pipeline: hone in on where your best bets are (focus on specific segments/verticals/ideal customer profiles).

It was good to learn that even though we have moved into the digital world, not all of the tactics have changed.

Right now, it’s really about having a focused strategy (ex: hone in on key verticals or a certain profile of an account) paired with messaging that resonates. The tone companies take right now matters. Lastly – this hasn’t changed- but working very closely with your partners in Sales.  Having a weekly meeting where revenue teams can develop a ‘play’ for top accounts works, said Heidi Bullock, CMO at Tealium, who led the group discussion on this topic.

To learn what other tactics Women in Revenue use to improve the health and quality of the revenue pipeline, check the full list below, ranked by the number of votes:

What is the top digital tactic that you are adopting now, in the absence of physical tactics, to drive your quality pipeline?

  1. Virtual sessions with an industry expert (internal or external expert)
  2. Hyper-targeted ads (typically to a list of targeted accounts)
  3. Virtual “fun” sessions (e.g., virtual wine testing) – experience marketing 
  4. Gifting (e.g., wine and cheese, gift cards)

What is the #1 thing revenue teams can do if they have seen a dip in the pipeline?

  1. Pull the lists of closed/lost accounts, deals that went dark, or contacts that attended your events in the past, and target them through outbound
  2. Schedule weekly pipeline review meetings between sales and marketing, to check on how marketing can support certain deals
  3. Double down on what resonates the most with your target market (e.g., specific product offering)
  4. Test new messaging (e.g., new free offers in response to the current environment)
  5. Put sales spiffs in place (e.g., during the last two weeks of the month)

What are examples of successful processes that you have seen adopted by revenue teams to help drive quality pipelines?

  1. Honing in on where our best bets are (focus on specific segments/verticals/ideal customer profiles) – to ensure the right accounts are marketed to from the beginning – helps for better retention and expansion
  2. Aligning sales and marketing around shared pipeline goals and incentives
  3. Starting with the end goal in mind (pipeline) and focusing on things that we can do the most effectively, to get to that goal – it’s not about doing everything – it’s about what is most impactful for the business

Did your company reset your pipeline goals for H2?

  1. Yes
  2. No

Sample Size: 25

Cultivate Your Superpowers Event Wrap-Up

By Claire Pockell-Wilson

On June 25th, over 200 women joined us for a chance to cultivate their superpowers and dive deep with fellow top women in sales & marketing on the topics that matter. 

The event began with a virtual fireside chat with CMO at Gigster, Jennifer Dimas, and Vice President, Trailblazer Marketing & Communities at Salesforce, Kristen Engelhardt, discussing growing up and finding their superpowers. Friends since High School, Dimas and Engelhardt reflected on impactful moments in their lives and how these moments made them the influential leaders they are today. 

Our fireside chat was followed by a keynote address from Professor Laura Huang, author of Edge: Turning Adversity into Advantage. Laura’s research examines interpersonal relationships and implicit bias in entrepreneurship and in the workplace. She is also the creator of #FindYourEdge, an initiative dedicated to addressing inequality and disadvantage through personal empowerment.

These sessions were followed by smaller group discussions that focused on topics like building your personal brand, effective team management, sales and marketing alignment, and more. Here are some of the key takeaways from those sessions: 

Sales and Marketing Alignment led by Tracy Eiler and Julia Stead

  • It’s important to agree on definitions for everything in your funnel, especially when it comes to qualification criteria for pipeline.
  • Unfortunately, people can “weaponize” data against each other. When that happens (unfortunately common) leadership really needs to step in because it’s a symptom of a lack of trust. If leadership is at odds, marketing and sales operations folks can team up and get the instrumentation set.
  • Learn more in Tracy Eiler’s E-book

Effective Team Management and Productivity in the Digital World led by Emilia D’Anzica

  • Managing yourself and finding time to work on what you are passionate about and want to learn is key. Use this Covid time to invest in learning, teaching, improving what is currently being done.
  • If you are out of a job, give yourself permission to be choosy. If working for a company that is inclusive beyond its tagline, take the time to research the company before you accept the job.
  • If you want to be an effective leader or move into a management position and your company is not enabling you, or is passing you up, don’t be afraid to invest in yourself and find a role elsewhere.

Building your Personal Brand led by Monica Bowie and Jessie Coan

  • Always assume you are interviewing for your next role
  • Master the Art of Networking: In virtual coffee chats, always ask for an introduction to another connection.
  • Take on Stretch Projects
  • Develop your Personal Brand Statement and Elevator Pitch  

Building and Cultivating a Quality Network led by Yoli Chisholm and Haylee Taylor

  • Be Selective. There are so many events, be sure to pick events that are relevant and are related to something you enjoy and are passionate about.
  • Do Your Homework. Before an event or meeting, read event flyers, email descriptions, Eventbrite descriptions. You can also review who is speaking, topics to be discussed and look up presenters and organizers on LinkedIn.
  • Set a goal of how many people to connect with in a certain amount of time, time to connect with a specific person, or number of informational interviews to book.
  • Be Prepared. Before you meet, consider the conversation and prepare questions to ask the contact. Engage the person you are speaking with by using active listening: “That point you made was interesting, what made you say that?”

Women in Sales-Making it to $1 Million led by Deanna Lyn and Lauren Goldstein 

  • Learn to “sell yourself.” Be an advocate for yourself, show and own your skills.
  • One woman shared being the only woman on an all male team and enduring team meetings at a strip joint (in the 90’s).  Later, she fully proved herself to become the top rep and being able to “redirect” the focus and move the meetings to her desired location.

An Aligned Approach for Revenue Operations led by Sara McNamara and Hilary Headlee

  • If your idea is only in your head, folks can’t work with you or help you. This slows the process. Don’t be that person, document things!
  • Boundaries — Know them. Set them. Communicate them to your boss.

Tips to Getting a Seat at the Table led by Alice Myerhoff

  • It isn’t always who you know who can help you reach your goals and get that seat: it can be who they know (coworkers of friends, friends of friends, etc.). It’s OK to talk with people you trust and ask them to help expand your own network of connections to find those opportunities, and offer to do the same.

Pivoting to a Virtual Strategy: Building Unforgettable Events that Drive Pipeline led by Sruthi Kumar and Naomi Ghilea 

  • Lean into expanding your experiences with customers, lean into using more content, leverage customer stories, and remember your tech stack is the avenue to connect with people!

Repositioning Your Value as you Progress Your Career led by Chi-Chi Liang and Debe Rapson

  • Anchor around the aspects of your personal story and value that have stayed constant (e.g., flexibility, curiosity, relationship building, problem solving, approaching everything with a customer-centric vision)

Using your Leverage to Negotiate your Next Promotion led by Erin Bohlin

  • Follow your tribe and run your own race!

If you weren’t able to attend our event, you can watch the first sessions with Kristen Engelhardt and Laura Huang below:

https://vimeo.com/433730628?embedded=true&source=vimeo_logo&owner=114669966

Member Voices Spotlight: Stories and Advice from BIPOC Members

Women in Revenue started with a mission to support and educate women who are experiencing adversity in the workplace.

Unfortunately for our members who have more diverse backgrounds, they experience an extra layer of conscious or subconscious bias and unfair treatment solely based on the color of their skin.

Through this piece, I wanted to share advice and stories from our members who prove that you can excel in this field and what we all can do to be allies to our diverse co-workers and employees.

Crissy Vetere-Saunders

Owner, CS2 Marketing & Cofounder, WomeninRevenue.org

https://docs.google.com/presentation/u/0/?authuser=0&usp=slides_web

*For best experience, please watch presentation in full screen.

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