I'm currently going through ROE (Rules of Engagement) battlegrounds/turf-wars between our Commercial and Enterprise teams. I'm wondering how other 250+ sales orgs have structured ROE so that it eliminates complexity/conflict as much as possible when data is not always ideal. What is your ROE?
Sure! Iβll shoot you a DM here in a bit after my morning meetings
jackie m. thank you this is helpful! Can you give a potential example scenario? We have potentially 'coded ourselves into a corner' by being too specific. We've drafted our policy around hierarchy ownership and codified our world by book stamps which as you can imagine naturally causes conflict with 3rd party data etc.
Not sure if existing account ownership is the core struggle here... but the advice I give my clients is: Account strategy (and therefore ownership) should be based on both current revenue and future potential. Most orgs are used to just using current ARR, which is where a lot of the issues stem from. Most companies I work with end up creating a simple account categorization 2x2 that maps accounts by existing vs. potential revenue β and it determines how ownership is assigned. This approach ensures accounts are aligned to the appropriate strategy (serve, grow, defend, invest)β not internal politics or reactive deal sizes. Then you decide which teams are responsible for which strategies (usually I suggest enterprise teams handle all high revenue accounts) Reps know which accounts they own and the strategy behind them. Leadership isnβt constantly renegotiating who works what. I'll attached the 2x2 I like to use to explain this - obviously finding the guardrails AND determining how to calculate potential becomes very important.