Pathway to Gold
Sales Process
Role Best Practices
Your Role
100

What is the pathway to gold?

Gartner's playbook to success. A wealth of resources to support AE/BDs in their selling efforts

100

What are the 3 phases of our sales process?

Prospecting, pipeline management, retention lifecycle

100

Is selling at Gartner a 1 person acitivty?

No

100

What is the BDs role?

•Prospect and acquire new Gartner clients

200

Where can we find the pathway to gold?

Inside Gartner

200

What does RLC stand for? and what role executes the RLC?

Retention lifecycle

200

What does success look like in expedition?

100% completion of expedition

first deal in 120 days

meet and exceed quota 

200

What is the AE Role?

•Retain existing client contract value and grow through contract expansion

300

How does PTG relate to end of year performance reviews?

Our performance over the year will be measured using these buckets. 

300

What are the 4 phases in the RLC?

SKO, QBR90, Midyear QBR, AA90 

300

What are the 4 best practices for top performers?

Time management

execute pathway to gold

collaborate with team ncvi

Setting goals

300

What are the responsibilities of a BD?

•Identify and develop new business opportunities with new-to-Gartner CxO and their organizations

•Own the full sales cycle from prospecting through close

•Convert viable prospects to active Gartner clients, leading the full sales conversation and negotiation, through to the transition of new clients to the account management team 

400

What bucket is in gold and why?

Step 4 - Building TBVA with c-level executives.

It's important to establish trust in order to retain and grow accounts. 

400

If we go through a sales cycle with a prospect and they do not convert into a client or a sale, what stage do we place them in?

Re-engage

400

What is the impact of good time management?

Better ability to execute against your goals

400

What are the responsibilities of an AE?

•Act as a strategic partner with the CxO and their senior executives across various organizations within an assigned territory

•Manage and renew member research contracts

•Own the full sales cycle from prospecting through close

500

What does PTG enable sellers to do?

it enables sellers to prioritize and use proven frameworks for success

500

As an AE, what should we aim to do with all of our accounts as it relates to their renewal?

ERWG

500

What is the gold standard that every AE/BD/LQS should strive for?

Hitting winners circle

500

Name at least 3 team NCVI partners

Conferences
Product
Analysts
Recruiting and training
Services and delivery
Compliance
Research Content
Contracts/Deal hub
Sales Support
IT