Developing a Tech Stack that Optimizes Sales Enablement

Jeremy Steinberg

Build The Right Stack
Building a marketing technology stack to achieve your marketing and sales goals can be overwhelming. The extreme proliferation of marketing technologies makes it challenging to sift through and identify the appropriate solutions that will best enable your marketing execution strategy. With robust tracking and powerful data analytics, marketing technologies play a vital role in virtually all aspects of the marketing and sales cycle — if used skillfully.

It’s important to be meticulous and tactful when acquiring new technologies, concentrating on marketing efficiency, sales productivity, and risk mitigation. Avoid being tempted by flashy technological bells and whistles that won’t add value to your company’s marketing efforts or bottom line.

So how do you begin building a tech stack that will optimize sales enablement?

Let’s break down the process by:
1. Reflecting on your current state to identify technology gaps
2. Focusing your business goals to strategically align technology, process and operations
3. Evaluating solutions that will streamline the sales process and improve engagement with prospects and customers

Step 1: Reflect on Your Current State

Every company is unique and marketing strategies vary greatly. Most commonly, marketing technologies are utilized to facilitate:

Start by creating two diagrams. First, chart your existing technologies and then map out your current sales enablement process, overlaying your forward-looking objectives. This step will not only help you visualize the synergies between the current process and technologies, but it will also help you identify gaps that need attention — now and in the future.

    Do you have a content management solution gap? Contact RocketDocs to learn about Baseline Discovery and how we can assist with your content management needs — building a foundation for marketing efficiency, sales productivity, and risk mitigation.


Step 2: Focus on Goals and Strategic Alignment

Using the map created in Step 1, define your sales enablement plan and prioritize your marketing goals — don’t fall into the trap of letting the software dictate your goals.

Simultaneously, start scrutinizing your process to uncover repeatable steps that add little value. In other words, where could your team use the most optimization and where is productivity the worst? What is taking up most of your time? Where are your pain points? You may find that many steps can be streamlined or eliminated to increase efficiency and effectiveness.

With your goals and productivity in mind, start identifying technology vendors that will align strategically and provide immediate impact. Most importantly, don’t try to do too much, too fast. Keep it simple, prioritize, and pick only one or two solutions to start.

    Are bid proposals an integral part of your company’s new business pursuits? Contact RocketDocs to learn about RapidDocs, and our proposal automation and sales enablement capabilities.

 

Evaluate Solutions

Strategy, customer engagement, and efficiency are all important to marketing and sales execution, but the ultimate goal is to boost marketing ROI, revenue, competitive advantage, and customer satisfaction.

Here is a list of questions our experts considered when designing RocketDocs 2.0, which we believe to be important when determining which solution is best for you:

It’s important to be meticulous and tactful when acquiring new technologies, concentrating on marketing efficiency, sales productivity, and risk mitigation. Avoid being tempted by flashy technological bells and whistles that won’t add value to your company’s marketing efforts or bottom line.

So how do you begin building a tech stack that will optimize sales enablement?
Let’s break down the process by:
1. Reflecting on your current state to identify technology gaps
2. Focusing your business goals to strategically align technology, process and operations
3. Evaluating solutions that will streamline the sales process and improve engagement with prospects and customers

Step 1: Reflect on Your Current State

Every company is unique and marketing strategies vary greatly. Most commonly, marketing technologies are utilized to facilitate:

Start by creating two diagrams. First, chart your existing technologies and then map out your current sales enablement process, overlaying your forward-looking objectives. This step will not only help you visualize the synergies between the current process and technologies, but it will also help you identify gaps that need attention — now and in the future.

    Do you have a content management solution gap? Contact RocketDocs to learn about Baseline Discovery and how we can assist with your content management needs — building a foundation for marketing efficiency, sales productivity, and risk mitigation.


Step 2: Focus on Goals and Strategic Alignment

Using the map created in Step 1, define your sales enablement plan and prioritize your marketing goals — don’t fall into the trap of letting the software dictate your goals.

Simultaneously, start scrutinizing your process to uncover repeatable steps that add little value. In other words, where could your team use the most optimization and where is productivity the worst? What is taking up most of your time? Where are your pain points? You may find that many steps can be streamlined or eliminated to increase efficiency and effectiveness.

With your goals and productivity in mind, start identifying technology vendors that will align strategically and provide immediate impact. Most importantly, don’t try to do too much, too fast. Keep it simple, prioritize, and pick only one or two solutions to start.

    Are bid proposals an integral part of your company’s new business pursuits? Contact RocketDocs to learn about RapidDocs, and our proposal automation and sales enablement capabilities.

Evaluate Solutions

Strategy, customer engagement, and efficiency are all important to marketing and sales execution, but the ultimate goal is to boost marketing ROI, revenue, competitive advantage, and customer satisfaction.

Here is a list of questions our experts considered when designing RocketDocs 2.0, which we believe to be important when determining which solution is best for you:

   Don’t delay — Schedule a RocketDocs demo today!

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Jeremy Steinberg has served in numerous executive positions for various operating companies. He served as a managing partner of Antson Advisors, a Baltimore-based management consulting firm specializing in growth initiatives for middle-market companies, interim VP of sales and marketing at the Maryland Proton Treatment Center, and managing director of EntreQuest, a high-growth sales and leadership consulting, training, and staffing firm. Jeremy now serves as the VP of Customer Experience with RocketDocs.