Winning by Design Reviews & Insights

A big part of the success of my business has been implementing Winning by Design since it has helped us follow a set of methods and processes that focus on the customer every time, and my work now achieves great results where clients are satisfied as a result. It has worked wonders for me!

The software helps you build sales by giving you quick access to the tools you need to make sales. It also helps you build relationships with your clients and keep them happy with the service they receive from your business. This is great because it helps you retain existing customers and attract new ones. The only issue with this software is that it may be difficult for some businesses to set up correctly due to its complexity and the time taking implementation.

We started with our SDR team, afterward, the management team and the AE’s took the appropriate course. We used it to boost our company wide SaaS knowledge after growing super fast for 3 years without true SaaS practices.

To boost the general knowledge of your SaaS sales team it’s a perfect solution. Taking juniors through their trainings saves managers a lot of time.

Winning by Design teaches several courses within the company: account management, customer success, and new business development, among others. I participated in the recent account management class, where we learned about time management, sales strategies, communication, and expansion. During the classes, several playbooks were shared that helped us in the day-to-day.

I recommend Winning by Design for SaaS companies that want to train their teams in improving customer service, and growth as well as becoming more of a data drive on a day-to-day basis. During the course, I attended we had a combination of theoretical and practical content and interaction between the participants. We started by learning about the SaaS sales methodology, how to make demos, the importance of making the impact tangible for customers, how to tell stories that captivate and sell, partnership expansion, day-to-day strategies, time management, and information organization, among others.

In 2016 we organized a 6-month training course with Winning by Design for all our Account Executives, Customer Success Coaches, and SDRs. Last year we also had a representative give our SDRs a custom training session on how to use Video in email. We still use the playbook they created for us during our onboarding sessions.

Very well suited for the whole go-to-market organization of companies that are:

• operating in SaaS
• have to evangelize & create the 'need' with their customers
• struggle with scaling up their SDR/Sales/CS teams