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  • Writer's pictureEric Doherty

End of Quarter Checklist for Sales Executives/Leaders in B2B Technology Companies

Updated: Nov 12, 2023


A Man holding up end of Qtr Checklist


In the dynamic realm of B2B technology sales, agility and strategy are paramount. Companies looking to capitalise on the current quarter's potential must ensure their sales processes are refined, proactive, and poised to seize opportunities. Here is and end of quarter checklist for you and your team.


Having had to close out over 120 quarters in technology companies here is what I have learned to bolster my sales effectiveness, hit my targets and also pave the way for sustainable growth.


It is a nice feeling to close that big deal early in the Qtr. so you can focus on the medium to long term but when that hasn’t happened you need to “knuckle down” and focus on what can help you keep you and your teams results on track.


1. Comprehensive Sales Process Mapping


Start with a robust visualization of your sales pipeline, identifying each stage—from lead generation to post-sale follow-up. Clarify the criteria for progressing leads to the next stage, ensure each team member understands their role, and pinpoint potential bottlenecks. Schedule internal reviews at regular intervals to track progress and adapt your strategies as needed.


If you sell complex solutions to enterprise, you should have the customer and sales journey already mapped that is unique to your solution and market. If not refer to whatever sales methodology your company uses such as Targeted Account Selling, Strategic Selling, Challenger Selling, SPIN Selling etc and know and understand where you are up to in the cycle.


2. Executive Discount Approval


Price negotiations are a given in B2B sales, but last-minute discounting can be detrimental. Secure pre-approval for discounts from your executive team to ensure a streamlined negotiation phase. This preparation signals to clients that you value their business and understand the competitive landscape, all while safeguarding your margin.


Refer to this article to help with your negotiation.


3. Opportunity Identification for Upselling and Cross-Selling


Deep dive into your client accounts to uncover additional value. Analyse their current usage, pain points, and emerging needs to identify upselling or cross-selling opportunities. This not only boosts your revenue potential but also reinforces the client’s trust in your role as a solutions provider.


4. Executive Engagement for Deal Closure


When deals stall, a show of commitment from your top executives can make all the difference. Having a C-suite member participate in key meetings can reinvigorate conversations, demonstrate the value you place on the partnership, and help resolve any lingering concerns.


5. Refined Qualification Criteria


Not all leads are created equal. Refine your lead qualification criteria to focus on prospects with the highest potential for conversion. Use a scoring system based on engagement, budget, authority, needs, and timeline (BANT) to prioritize your efforts effectively.


6. Customised Solution Presentation


Tailor your presentations to address the specific challenges and goals of each prospect and provide the relevant information specific to the stage you are in the sales cycle. Have you provided answers to previous questions, solutions to objections, etc, etc. By demonstrating a deep understanding of their business and how your solution aligns with their objectives, you strengthen your proposition and build a compelling case for the partnership.


7. Streamlined Proposal Delivery


Ensure your proposals are clear, concise, and customised. A streamlined proposal that speaks directly to the prospect's needs can accelerate the decision-making process. Include case studies and data points to substantiate your claims and provide a roadmap of the implementation process.


8. Robust Objection Handling Framework


Anticipate objections and equip your team with a framework for addressing them. Sales representatives should be well-versed in handling common concerns, from pricing to implementation challenges, and have ready access to testimonials, case studies, and ROI calculators to support their responses.


9. Strategic Follow-Up Plan


Design a follow-up strategy that keeps your proposal top of mind without overwhelming the prospect. Balance automated email sequences with personalized check-ins to maintain a presence and demonstrate your commitment to addressing their needs.


10. Post-Sale Engagement


Closing the sale isn’t the end—it’s the beginning of customer retention and potential advocacy. Implement a structured post-sale engagement plan to ensure customer satisfaction, gather feedback, and lay the groundwork for future expansions.


In conclusion, sales effectiveness in the B2B tech sector is not serendipitous—it's the result of meticulous planning, a deep understanding of your clients, and an agile approach to the marketplace.


By taking note of this checklist, your company can help maximize its sales effectiveness for the quarter but also establish the foundation for lasting relationships and continued success. Keep in mind that each point on this list is not a one-time task but a cyclical process that evolves with your business and the market. Stay ahead by regularly revisiting and refining these strategies, ensuring your sales team remains the formidable force needed to thrive in the competitive tech landscape.

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