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Combined Sales Meeting – Nov 2012

Combined Sales Meeting – Nov 2012. Won Opportunities Nov ‘12. New Clients >$5K in November 2012. New Clients >$5K in November 2012. “Producer of the Month” November 2012. Douglas Bixby. Trip Qualifying. 2012 Year to Date Trip Qualifier Totals. Opportunities YTD. Opportunities Won : YTD.

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Combined Sales Meeting – Nov 2012

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  1. Combined Sales Meeting – Nov 2012

  2. Won Opportunities Nov ‘12

  3. New Clients >$5K in November 2012

  4. New Clients >$5K in November 2012

  5. “Producer of the Month” November 2012 Douglas Bixby

  6. Trip Qualifying

  7. 2012 Year to Date Trip Qualifier Totals

  8. Opportunities YTD

  9. Opportunities Won: YTD YTD Production: $4,005,012

  10. Opportunities Won: EB/P&C Split

  11. Opportunities Won: YTD 2011 vs 2012 2011 YTD Production: $4,438,635 2012 YTD Production: $4,005,012

  12. # of Opportunities Won: YTD 2012 vs 2011 2011 YTD: 340 wins 2012 YTD: 348 wins

  13. Average Account Size: YTD 2011 YTD Average: $12,804 2012 YTD Average: $11,508

  14. Pipeline Analysis

  15. Formal Pipeline Usage New Business as a % of prior-year book * Source: MarshBerry Agency Production Survey

  16. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  17. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  18. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  19. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  20. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  21. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  22. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  23. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  24. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  25. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  26. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  27. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  28. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  29. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  30. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  31. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  32. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  33. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  34. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

  35. Career Account Threshold

  36. Career Account Threshold

  37. Career Account Threshold

  38. Career Account Threshold

  39. Career Account Threshold

  40. Career Account Threshold

  41. Career Account Threshold

  42. Career (Target) Account Size KOWALSKI BOOK

  43. What type of account meets your career account threshold?

  44. Marketing Update

  45. News and Updates

  46. Advertising 2012 - 2013

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