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Why every top-performing salesperson is using mutual action plans

Rory Sadler explains why every top-performing salesperson should be using mutual action plans.

Rory Sadler
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November 22, 2024
December 1, 2024
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Rory Sadler explains why every top-performing salesperson should be using mutual action plans.

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I've seen my fair share of tools and techniques come and go. But when I discovered the power of Mutual Action Plans (MAPs) combined with Digital Sales Rooms (DSRs), it was a no brainer.

Let me tell you why I believe every top-performing salesperson should be using this dynamic duo.

1. I became a guide, not just a seller

I realised most of my buyers were navigating unfamiliar territory. They didn't know the journey ahead, the stakeholders they'd need to involve, or the complex internal processes they'd face. By using Mutual Action Plans within trumpet's Digital Sales Rooms, I became their trusted guide, illuminating the path and keeping them on track.

2. Real accountability and visibility

Gone are the days of hoping my prospects remember our next steps. With MAPs, I clearly define who's responsible for what, giving both me and my buyers a real-time view of our progress. It's like having a shared roadmap that we can both refer to at any time.

3. I embraced true collaboration

I used to create plans for my buyers. Now, I create plans with them. trumpet's DSRs have made this collaboration seamless. We update the MAP in real-time, share relevant documents, and track our progress together. It's not just my plan anymore; it's our joint execution plan.

4. My buyers come first

By using MAPs within DSRs, I've positioned myself in the top 1% of sellers who truly prioritise their buyers' needs. trumpet's platform has allowed me to provide a single source of truth for all our materials, use collaboration tools that make communication a breeze, and give my buyers the flexibility to review our business case, follow up content, proposals and training videos whenever it suits them.

5. I became proactive, not reactive

With trumpet's revenue intelligence features, I can now anticipate roadblocks before they become deal-breakers. I track engagement with specific steps of our MAP, quickly identify potential issues, and adjust our approach based on real-time feedback. It's like having a crystal ball for my deals.

6. Stakeholder management is so much easier

Managing multiple stakeholders used to be a juggling act. Now, with trumpet's DSRs, I can easily assign tasks, track engagement across different team members, and quickly bring new stakeholders up to speed. It's made my life so much easier, and my buyers appreciate the organisation and clarity.

7. Better alignment and equally faster deals

The alignment I've created between myself and my buyers has led to faster deal cycles, higher win rates, and improved forecasting accuracy. When everyone knows what needs to happen and when, deals just move smoother.

8. My techstack = consolidated

trumpet's Digital Sales Room software has allowed me to bring together all my essential sales tools. From e-signatures for quick contract signing to proposals & quotes for streamlined offers, and even screen recording for personalised demos – it's all in one place.

In conclusion

Implementing Mutual Action Plans within Digital Sales Rooms has transformed my approach to sales. It's not just another tactic; it's a strategic shift towards modern, buyer-centric selling. I've seen my close rates improve, my sales process streamline, and the overall buying experience for my prospects enhance dramatically.

If you're in sales and you haven't tried this approach yet, I urge you to start today. Trust me, you'll wonder how you ever managed without it.

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