|
MAM Assessment Survey
 |
| |
|
|
|
|
|
* How long have you been in your current role at Informatica? |
| |
|
|
|
|
|
Business Management
 Desired Outcome:
Predictable revenue production driven through business planning and execution rhythm. |
| |
|
|
|
All Areas of Business Management for All Activities |
| |
|
|
1. Develops and documents overall business plan detailing how revenue and non-revenue objectives will be achieved (includes prioritized account / opportunity list, detailed awareness plan, and pipeline and forecast rhythm plans). The employee executes this activity...
|
|
|
|
|
2. Uses business plan to guide quarterly, monthly, weekly, and daily activities, time and effort. The employee executes this activity...
|
|
|
|
|
|
Analyze Territory / Account Set
 |
| |
|
3. Conducts a detailed review and analysis on all accounts annually, and an update review quarterly to identify funded revenue opportunities and “white space” revenue opportunities. The employee executes this activity...
|
|
|
|
|
4. Is able to articulate the long and short-term revenue potential of any account at any time. The employee executes this activity...
|
|
|
|
|
5. Is able to articulate how industry, geographic, or economic trends will influence an account’s revenue potential. The employee executes this activity...
|
|
|
|
|
|
Segment and Prioritize Accounts
 |
| |
|
6. Creates a prioritized list of accounts and opportunities annually and updates quarterly. The employee executes this activity...
|
|
|
|
|
7. Uses prioritized account / opportunity list to organize and prioritize sales execution time and efforts. The employee executes this activity...
|
|
|
|
|
8. Is able to articulate and defend the account/opportunity prioritization in context of the assigned revenue and non-revenue objectives. The employee executes this activity...
|
|
|
|
|
|
Educate / Evangelize Vision
 |
| |
|
9. Develops a detailed marketing awareness plan annually and updates quarterly. The employee executes this activity...
|
|
|
|
|
10. Drives execution of the marketing awareness plan and conducts regular status reviews. The employee executes this activity...
|
|
|
|
|
11. Is able to articulate how the marketing awareness plan supports the achievement of assigned revenue and non-revenue objectives. The employee executes this activity...
|
|
|
|
|
|
Analyze Pipeline
 |
| |
|
12. Conducts bi-weekly pipeline analysis to review coverage and balance, and to identify revenue engine issues. The employee executes this activity...
|
|
|
|
|
13. Maintains a balanced pipeline with adequate coverage based on a rolling quarterly/annual quota. The employee executes this activity...
|
|
|
|
|
14. Uses pipeline analysis results to organize and prioritize sales execution time and efforts. The employee executes this activity...
|
|
|
|
|
15. Develops and executes action plan to address personal sales execution issues identified (e.g. velocity, deal size, etc.). The employee executes this activity...
|
|
|
|
|
|
Generate Demand / Manage Pipeline
 |
| |
|
16. Develops and executes demand generation activities according to pipeline needs. The employee executes this activity...
|
|
|
|
|
17. Is able to articulate how specific demand generation activities will impact pipeline. The employee executes this activity...
|
|
|
|
|
|
Forecast / Set Expectations
 |
| |
|
18. Updates system opportunity information regularly. The employee executes this activity...
|
|
|
|
|
19. Establishes a predictable rhythm with virtual team members to collect forecast and forecast influence data. The employee executes this activity...
|
|
|
|
|
20. Produces forecasts that are complete, on-time and accurate. The employee executes this activity...
|
|
|
|
|
21. Regularly produces forecast that is within ± 10% of actual production. The employee executes this activity...
|
|
|
|
|
22. Is able to articulate and defend the total forecast including opportunity dependencies and other factors. The employee executes this activity...
|
|
|
|
|
23. Is able to articulate and defend a single opportunity forecast with specific and relevant opportunity details. The employee executes this activity...
|
|
|
|
|
|
Account Development
 Desired Outcome:
Deep account penetration and high customer satisfaction.
|
| |
|
|
|
Understand Account
 |
| |
|
24. Creates and maintains a detailed list or “business map” of the account’s business goals, objectives and initiatives. The employee executes this activity...
|
|
|
|
|
25. Is able to articulate, at any given time, the long-term vision, business imperatives and fiscal priorities for the account. The employee executes this activity...
|
|
|
|
|
26. Is able to articulate the account’s IT and data integration / management maturity with supporting details. The employee executes this activity...
|
|
|
|
|
27. Creates and maintains a relevant list or “map” of competitive installations and preferences within the account. The employee executes this activity...
|
|
|
|
|
28. Creates and maintains a list or “map” of relevant partners and service providers. The employee executes this activity...
|
|
|
|
|
|
Develop Account Plan(s)
 |
| |
|
29. Develops and maintains a detailed account plan outlining the account goals – both long and short-term - and how they will be achieved (includes reference to relevant account’s business goals, IT maturity, relevant competitive landscape, relevant partners / providers, awareness plan, relationship plan, and identified opportunities). The employee executes this activity...
|
|
|
|
|
30. Is able to articulate how any individual account-related activity supports the overall account plan. The employee executes this activity...
|
|
|
|
|
31. Uses the account plan to organize and prioritize sales execution activities. The employee executes this activity...
|
|
|
|
|
32. Develops and maintains a collaborative account plan with key decision makers at the account (for those accounts with a sufficient INFA footprint and relationship). The employee executes this activity...
|
|
|
|
|
|
Create Awareness
 |
| |
|
33. Develops an awareness development plan and executes according to the plan. The employee executes this activity...
|
|
|
|
|
34. Uses account awareness plan to drive execution of awareness activities and resources. The employee executes this activity...
|
|
|
|
|
35. Is able to articulate how any individual marketing or awareness activity supports the awareness development plan. The employee executes this activity...
|
|
|
|
|
|
Develop Key Relationships
 |
| |
|
36. Creates and maintains a detailed “player map” of all relevant account individuals and influencers. The employee executes this activity...
|
|
|
|
|
37. Develops and executes a plan to achieve desired relationship with identified account individuals and influencers (e.g. decision makers, influencers, customer champions, etc.). The employee executes this activity...
|
|
|
|
|
|
Identify Opportunities
 |
| |
|
38. Conducts quarterly account “white space” analysis and review. The employee executes this activity...
|
|
|
|
|
39. Conducts annual technology “portfolio review” with key account individuals. The employee executes this activity...
|
|
|
|
|
40. Is able, at any time, to identify multiple potential revenue opportunities at the account. The employee executes this activity...
|
|
|
|
|
41. Is able to articulate the quantified business impact to the account of every potential opportunity. The employee executes this activity...
|
|
|
|
|
|
Drive Customer Success
 |
| |
|
42. Conducts regular account deployment reviews with key account individuals. The employee executes this activity...
|
|
|
|
|
43. Achieves high customer satisfaction ratings from all account key individuals. The employee executes this activity...
|
|
|
|
|
44. Is able to call on account key individuals to serve as references and/or perform other functions to the benefit of INFA. The employee executes this activity...
|
|
|
|
|
|
Opportunity Management

Desired Outcome:
Higher than average win rate with high ROI of revenue vs. cost of sales.
|
| |
|
|
|
All Areas of Opportunity Management for All Activities |
| |
|
|
45. Develops and shares a detailed opportunity win-plan (includes opportunity strategy, relationship building plan, negotiating plan, etc.) The employee executes this activity...
|
|
|
|
|
46. Uses opportunity win-plan to guide opportunity activities, time and effort. The employee executes this activity...
|
|
|
|
|
|
Qualify Opportunity
 |
| |
|
47. Uses Insight framework and verifiable outcomes to categorize opportunity and guide opportunity activities. The employee executes this activity...
|
|
|
|
|
48. Updates opportunity system information daily with most recent changes. The employee executes this activity...
|
|
|
|
|
49. Conducts qualification exercise on each opportunity for each resource need before allocating resources. The employee executes this activity...
|
|
|
|
|
50. Is able to articulate current opportunity value, competitive situation, compelling event, and timing on any active opportunity at any time. The employee executes this activity...
|
|
|
|
|
51. Accurately predicts resource and time requirements on each opportunity. The employee executes this activity...
|
|
|
|
|
|
Develop Opportunity Relationships
 |
| |
|
52. Creates and maintains a list or “player map” for all relevant opportunity individuals and influencers. The employee executes this activity...
|
|
|
|
|
53. Develops and executes a plan to achieve desired relationship with identified opportunity individuals and influencers (e.g. decision makers, influencers, customer champions, etc.). The employee executes this activity...
|
|
|
|
|
|
Engage and Drive Resources
 |
| |
|
54. Assembles and motivates a virtual opportunity team of required resources. The employee executes this activity...
|
|
|
|
|
55. Conducts regular opportunity review and strategy planning sessions with virtual team; updates opportunity win-plan appropriately. The employee executes this activity...
|
|
|
|
|
56. Develops and executes a joint evaluation plan with the key opportunity individuals. The employee executes this activity...
|
|
|
|
|
|
Maximize Opportunity Revenue
 |
| |
|
57. Includes revenue expansion discussions in opportunity review and strategy planning sessions in a disciplined way. The employee executes this activity...
|
|
|
|
|
58. Plans for, schedules and executes early negotiating / positioning discussions with key opportunity individuals. The employee executes this activity...
|
|
|
|
|
59. Is able to articulate, at any time, a compelling customer value proposition tied to customer business impact. The employee executes this activity...
|
|
|
|
|
|
Drive to Timely Closure

|
| |
|
60. Maps customer buying cycle and process to INFA sales process and adjusts opportunity win-plan accordingly. The employee executes this activity...
|
|
|
|
|
61. Engages procurement and legal appropriately according to opportunity win-plan. The employee executes this activity...
|
|
|
|
|
62. Develops and executes joint close-plan with key opportunity individuals. The employee executes this activity...
|
|
|
|
|
63. Engages INFA executive resources to accelerate or leverage the customer buying cycle. The employee executes this activity...
|
|
|
|
|
64. Includes actions to address customer perceived risk in opportunity win-plan. The employee executes this activity...
|
|
|
|
|
|
Manage Customer Expectations
 |
| |
|
65. Includes deployment / implementation plan as part of joint close-plan in a disciplined way. The employee executes this activity...
|
|
|
|
|
66. Is able to articulate the value of deployment / implementation plan at any time. The employee executes this activity...
|
|
|
|
|