Build a sales organization that will scale.

Unlock your Ability to Sell and Scale

Dirigo Insights helps CEOs, CROs, COOs, and Sales VPs confidently build sales organizations that respect their buyers, reflect the mission of the company, and exceed sales targets year after year.

  • Companies Building a Sales Team for the First Time
  • Companies Rebuilding Their Existing Sales Team
  • Investment Firms Helping Portfolio Companies Scale

Who this is For?

What’s the right way to build a sales organization?

We get this question from every growing client. And if they’ve been working with us for a while, they know the answer will be, “It depends.” That’s because a systemic approach to building and scaling a sales team starts by integrating insights from demonstrated best practices in the field and leading applied research. The best sales leaders read books and articles that expand their thinking on getting better, challenge their assumptions and beliefs, and—perhaps most importantly—listen to buyers, sellers, and their peers across the organization. 

There’s no shortage of slick ex-sales executives ready to offer a magic pill to turn your salespeople into rainmakers. Stay away from these people. These folks will do to you what they’ve likely (and proudly) done to many others – convince you that you need something that you don’t need, push you over the finish line by any means necessary, claim that “great salespeople can sell anything regardless of the product or market,” downplay the need for scalable systems, and overplay their networks or connections.

Toward a Reliable Method for Building Sales Teams

There is a reliable and responsible method for building a successful sales organization that can scale. By understanding customer behavior, developing well-matched selling motions, establishing effective routines & habits, fostering continuous feedback across the organization, and prioritizing customer progress over internal initiatives, companies can enhance their sales effectiveness and drive sustainable growth without ever feeling like they’ve built a “sales team.” Let’s walk through each part of this method.

1) Understanding Buyer Decision-Making

A successful sales organization begins with a deep understanding of how its buyers make decisions. This involves several key components:

  • Decision-making timelines: By mapping the stages customers go through before purchasing, you can identify key milestones in the buying process. For example, IDEO’s research on customer journeys revealed that a major tech company improved its conversion rates by 30% by aligning its sales process with customer decision milestones.

  • Authority and budget control: Understanding who holds decision-making power and controls the budget is critical for targeting the right stakeholders. Sales professionals, especially those new to a company or segment, can waste a lot of time moving deals along that were never with the right person—the one who can actually make a purchase.

  • Essential vs. desirable features: Distinguishing between must-haves and nice-to-haves ensures your product aligns with customer expectations. Your product teams might love all of the features your software delivers, but your customers usually buy the must-have features for them. If your team is focused on simply nice-to-have features and benefit selling, they’ll miss the point—and the deal.

  • Customer progress: Recognizing why customers hire you and what progress they seek enables you to better meet their needs. The Jobs To Be Done Framework has shown that businesses that tailor their offerings to customer progress see higher retention rates, better growth, and more referrals.

2) Developing the Proper Selling Motions

To create an effective sales team, it is crucial to understand the different roles and implement the right mix of roles at the right times:

  • Business Development: Focusing on lead generation and opportunity identification can significantly enhance your sales pipeline. According to CSO Insights, companies with dedicated business development teams saw a 40% increase in qualified leads.

  • Regional Sales: Tailoring efforts to local market dynamics maximizes penetration and effectiveness. McKinsey & Company’s research found that businesses leveraging regional sales strategies outperformed their peers by 25% in new market entries.

  • Account Management: Maintaining and growing existing client relationships is crucial for long-term success. Gartner studies have shown that effective account management practices can boost customer lifetime value by up to 30%.

  • Subject Matter Expertise: Leveraging specialized knowledge effectively addresses complex customer issues. Forrester’s research highlights that sales teams with subject matter experts close deals 35% faster due to their in-depth product knowledge.

Determining the appropriate mix of these roles and introducing them at the right time is essential for maximizing sales efficiency and effectiveness. Not all roles are critical to all teams, and some organizations might need some roles to perform multiple functions. We have a free assessment to help you think through this problem. 

3) Building Routines That Become Habits

Establishing effective routines and habits is fundamental to the success of a sales organization:

  • Clear Goal Setting: Defining and communicating expectations effectively improves team performance. Locke and Latham’s Goal Setting Theory found that specific and challenging goals enhance employee performance by 15-35%.

  • Embedded Sales Models: Implementing common language and clear definitions for sales stages and motions enhances consistency. Neil Rackham’s SPIN Selling methodology emphasizes the importance of a shared sales vocabulary to streamline processes. Ron Willingham’s Integrity Selling is another excellent example of an effective buyer-centric sales methodology.

  • Scalable Systems: Developing systems that aid sales teams while automatically collecting essential data streamlines operations. Salesforce research indicates that companies using lightweight CRM systems report a 25% increase in sales productivity.

  • Effective Coaching: Fostering growth through 1:1 manager-rep and peer-to-peer coaching strengthens your team. Daniel Goleman’s work on emotional intelligence and leadership coaching shows that well-coached sales teams often exceed targets by 20% or more.

4) Establishing Continuous Feedback Cycles

A culture of collaboration between go-to-market and product teams is crucial for sustained success:

  • Build Feedback Loops: Ensuring continuous communication between sales and product teams fosters alignment and innovation. Eric Ries' Lean Startup methodology illustrates how regular feedback loops can reduce time-to-market by 50%.

  • Voice of the Market: Collecting and analyzing customer feedback informs product development and sales strategies. IDEO’s Human-Centered Design approach shows that companies that integrate customer feedback into their processes see a 20% improvement in product-market fit.

These strategies, supported by authoritative sources, enable you to create effective feedback mechanisms that keep your teams aligned and focused on common goals.

5) Prioritizing the Progress Buyers Care About

The ultimate measure of success is the ability to solve customers' problems effectively. Utilizing the Jobs To Be Done Framework, organizations can:

  • Identify Customer Needs: Understanding what progress your customers seek helps tailor your offerings to their expectations. Clayton Christensen’s research indicates that companies that align their products with customer Jobs To Be Done see a 30% increase in market share.

  • Anchor Your Strategy: Aligning your sales approach with customer expectations drives satisfaction and growth. Bob Moesta’s Demand Side Selling shows that focusing on customer progress results in a 25% higher customer retention rate.

Focusing on the progress that matters to buyers enables the creation of a customer-centric sales strategy that drives growth and satisfaction. Managing the systems, stakeholders, and teams required to scale a sales organization can be hard, but with the right approach, every leader can find success.

Why Dirigo?

Easy

Simply tell us what you want to learn from your target buyers, and we’ll craft the questions, recruit prototypical buyers, record the interviews for you to review, and analyze the results to help build the right kind of sales team.

Unbiased

We exist to find the truth of what works for your business and help turn those truths into insights that guide your sales team. Ensure the information you use to inform important investments in your team.

Flexible

We’ll work at your pace, helping as you craft the right questions, establish the proper leadership structure, and start building winning habits across your organization.

Reach Out to Learn More

Build a sales and go-to-market organization that respects your buyers and supports your company mission.

Trusted

$1.2T

Aggregate client assets under management

$400M

Total enterprise value growth within one year of engagements

60%

US counties reached by client products

3

Continents where clients are headquartered

Investing in your sales matrix program is hands down the best investment we have made in our sales and marketing program. Our cold email open rate has doubled, and 2 opportunities we had been struggling to get to the finish line for over a year look like they are about to become ‘closed/wons.’ And all this in the middle of July!
— Larry Johnson | Director of Strategic Partnerships, LoopSpire