Aligning Your QBRs With CXO Priorities

    July 16, 2014

    Tips For More Insightful QBRs

    Quarterly Business Reviews (QBRs) are critical tools for sales leaders--and sometimes painful exercises for those in charge of pulling them together.

    These reports, by design, are internally-focused and heavily data-driven, with plenty of figures and graphs around pipeline, close ratios, quotas and forecasts. If you are creating account-specific reports, you might include some insight into the business strategy of the customer, and information on how the customer's current initiatives align with your company's offerings.

    Here's an idea sure to get the attention of your sales leadership: include a snapshot of your customer's CXO priorities in your QBR. It can be as simple as the grid below, which shows the alignment of specific customer initiatives with key executive decision makers (this is a generic example): 

    Screen Shot 2014 07 16 at 10.33.51 AM

    This simple grid was a huge hit with one of our customer's sales leadership. Why? Because it provides insight into the customer story behind the QBR data. This snapshot proved to be a valuable tool for driving business-focused conversations and accelerating the close of bigger deals.

    Here is a remarkably wise and well-crafted argument from sales leadership guru and author Lisa Earle McLeod on why sales organizations should be putting more focus on customer insight across all sales planning and operations. She makes the argument that keeping tabs on customer priorities and initiatives is far more important than focusing on the competition.

    Boardroom Insiders can be a useful tool for pulling together this up-to-date customer insight quickly. And if you use, you can instantly access this insight within your account or contact records with no hassle or extra log ins.

    Happy selling!


    Share Your Thoughts

    We Love Feedback.
    Sharon Gillenwater

    About the Author

    Sharon Gillenwater

    Sharon Gillenwater is the founder and editor-in-chief of Boardroom Insiders, which maintains an extensive database of the most in-depth executive profiles on the market, from Fortune 500 companies to independent non-profits, to help sales and marketing professionals build deeper relationships and close more deals with clients. Gillenwater is a long-time marketing consultant with expertise in marketing strategy, account-based marketing, and CXO engagement programs.