How SalesDeck works
Within SalesDeck, sales processes are modeled with cards…
Different types of cards
Reaction card enables meeting attendees to react to events quickly
Objectives and Agenda card helps structure and lead a meeting
Conversation card allows asking open-ended questions and rephrasing the answers
Closed question cards contain elements such as text, multiple choice, checkboxes, etc.
Document cards hold items such as pdf, video, etc.
Co-browsing card helps to navigate through a website during the meeting
Structured data cards (Minutes, CRM, etc.)
Call a friend card – create and process actions or tasks in a friend’s CRM
Public / Private cards keeps sensitive information in your team and away from public eyes
Card modeling offers many advantages over decision tree modeling
Very versatile with its different types
Many contexts of use: card, deck, tray, hand, application, mail
Easy to adopt: a 6-year-old can play with the cards
Easy to use: stack, column, drag & drop, etc
Easy to improve: modify, add and delete cards and decks
The deck is the playbook of the meeting, it is prepared before the meeting and can be improved from one meeting to another…
The objective and agenda cards played at the beginning of the meeting to align with the client’s goals.
Many card types making information exchanging easier: conversations, questions, documents, etc
Contextual cards: to accelerate note-taking and guide the discussion on a subject
Customer questions/objections to guide the customer’s questions and have the right answers ready
You can prepare several decks for different types of meetings
By stage of the sales process qualification, proposal, closing
By offer type: for a marketing agency, acquisition, branding, etc.
By customer profile: industry, size, etc.
Each team can see and prepare the cards in their hand before playing them…
Drawing reaction cards or prepared cards from the deck
Take notes and hold them in your hand until it is time to rephrase
Take private notes and share them with your team
See the content of the cards in play for assistance
Prepare new cards
Import new cards from other decks
The board shows the progress of the exchange between the buyer and the seller…
It reads from left to right like a timeline
New columns are added as the exchange progresses on the right
Each column represents a different topic and the conversations around that topic (reactions, notes, etc.)
Buyers and sellers see the same thing on the board except for the private cards
It allows you to go back, reopen documents, clarify a topic, etc.
It allows to continue to exchange between meetings (before or after)
The apps engage the buyer as the cards are played and hides the board…
The Objective app is displayed at the beginning of the meeting to validate the objective, the duration, the participants and the agenda
The Agenda app allows to follow the progress of the items in the meeting agenda, it hides the tray between each other app
The conversation app allows you to have an open conversation, take notes and play contextual cards
The questions app allows to ask different types of questions related to the buyer
Documents and co-browsing apps allow to present sales content
Emails help you fuel a solid business relationship before and after the meetings
The types of email
Email agenda shares the agenda and the objective of the meeting as well as the link to SalesDeck
Email report sends a summary of the meeting as well as a link to the board to review the complete exchange and improve it
Email asynchronous cards informs that one or more cards have been played on the board (question, notes, etc.)
Email/SMS process are sent by cards during the game (call a friend, etc.)
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