Process

What is a Sales Process Playbook?

Having a CRM system and a sales methodology does not mean you have a sales process.

Sales Process Playbooks

DSG leads the creation of playbooks that define process steps, best practices, roles, tools and methodology to align existing teams and onboard new salespeople.

Opportunity Management

An Opportunity Management Playbook maps out the system for managing a territory, managing a pipeline, managing the forecast, and navigating the customer buying process to win new business.

Account Development

An Account Development Playbook provides a framework for going wider and deeper in existing accounts. How to validate client value, develop relationships, leverage new buying centers, cross sell, and upsell.

New Hire Onboarding

A New Hire Onboarding Playbook helps a salesperson or sales manager ramp up as quickly as possible through a well defined path for mastering their job internally with your systems and organization and externally with customers.

Partner Engagement

A Partner Engagement Playbook equips channel managers to proactively enable and coach their partners as well as provides salespeople with practical guidance on how to effectively co-sell with partners if joint selling is part of the go-to-market approach.