Enterprise Sales - Territory Takeover

Always looking to step my game up and curious how others here, who are in enterprise sales, approach taking over a territory at an established organization? What sort of processes would you take to ramp up quickly? What are some conventional (no brainer) approaches and/or unconventional approaches that have worked?


Assume the territory is roughly 30-50 accounts with some existing customers (of varying size) and some white space. Thanks!

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8
Stratifyz
Big Shot
2
Account Executive
Make sure the data is clean - I spent my first week just building out accounts.
uncorpse
Politicker
2
Sales Development
Make sure the data is clean before anything ๐Ÿ’ช๐Ÿป
EdTechSales
Politicker
1
Director of Sales
Agree!ย 
Mickjames
Member
0
Enterprise Account Executive
Great advice, as I'm seeing this pop up more than once. TAKING NOTES!
JustGonnaSendIt
Politicker
2
Burn Towns, Get Money
I just made this transition two months ago. The outgoing rep left the day I got the territory so there was not much transition - AS @softwaresailsย said, if you have access to this resource it's the best place to start.

Also ask your leadership if you can have the outgoing rep's Territory / Account Plan / QBR from the last cycle so you can see how they ranked their accounts (A,B,C usually...)

Then I'd talk to your support folks - Pre-sales, product specialists, etc... and see where they think the money and focus is in current open opportunities.

From there, if your organization has the data, pull an install base report to see which customers have what in your patch already. Make a plan to get introductions to the teams already using your product.

Next identify the key executives at your accounts. Make a plan to introduce yourself or get an introduction to them.

Finally, go in an configure your news alerts to reflect your new territory. I personally use Google News and it works great.

That's how I hit the ground running and am knocking on the door of $2M in quota attainment in my first quarter in this new Enterprise territory.
KPIMaster
Politicker
0
Enterprise Account Executive
Nice, this helped me jog the memory a bit on some ideas I had, specifically Google alerts, appreciate it.
Ryase1113
Opinionated
2
Regional Director
Everything that @JustGonnaSendItย said and I would also add that this is an important opportunity to not get stuck at the same levels as the previous rep.ย  I found whenever I took over a new territory I was able to open new doors by reaching out wider across the organizations i was calling into.ย  If I got my hand slapped I played the FNG to the account card.ย  In my experience, most Reps find someone that's helpful and just get lazy since they're getting support from those people.
Mickjames
Member
0
Enterprise Account Executive
Pardon my ignorance--what's the FNG term mean?
softwaresails
Politicker
1
Sales Manager
If you are talking about taking over a territory from a coworker then my suggestion would be to utilize the person that was working the territory for introductions. I know in many situations that isnโ€™t possible but if the rep is still with the org or is phasing out at the org hopefully you have the ability to use that reps knowledge about the accounts, contacts, and opportunities.ย 
Feds_Watchin
Politicker
1
AE
I took over one with 240. Hit the ground running so itโ€™s over 250 now as Iโ€™m being fed Federal Contractors. Much shorter sales cycle than end user agencies. Not sure this is really applicable to your sitch.
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