May 18, 2023

Building a Sales Battlecard that Better Enables Sales Performance

Battlecard

A sales battlecard can be a powerful sales enablement tool to improve predictable sales outcomes and growth in an organization. However, garnering adoption and proving value isn’t always easy. Great battlecards pulls together an empowering mix of market and competitive intelligence, competitor specific product positioning points and sales guidance. The goal being to enable sales professionals to out-position competitors in prospect communications. In the past, battlecards were simply a tool for sales professionals to refer to during phone conversations. Nowadays, however, they are used to equip sales professionals to effectively communicate across multiple channels.

This blog post will cover:

  • Factors driving growth of sales battlecards
  • What information should be in a battle card
  • Battlecard limitations and weaknesses to overcome
  • Who should build and support sales battlecards
  • Using competitive dashboards to overcome the weaknesses and limitations of classic battlecards

Factors Driving the Growth of Sales Battlecards

Over the course of the past two years challenges presented by the pandemic have accelerated many aspects of digital transformation. This is especially true in sales where remote work changed when, where and how sales conversations were taking place. Increasingly, sales professionals are:

  • Communicating with sales prospects across a wide range of both enterprise and personal communication channels
  • Engaged in deals where the decisions are made by committee
  • Playing a bigger role in prospect education through consultative selling

These factors have led many sales leaders to increasingly recognize the importance of sales enablement tools and resources. According to the 2021 State of Sales Enablement Report, there was a 35% increase in the number of organizationsreporting a dedicated sales enablement person, program, or function since 2019.

Source: 2021 State of Sales Enablement Report, Sales Enablement PRO

What information should be in a battle card?

There is no silver bullet sales battlecard template. Some organizations compete on product features, some on service, others on pricing or vertical focus. Depending on your go-to-market strategy, what information your sales team needs will differ. A sales battlecard should contain competitive marketing intelligence that enables sales representatives to best position your organization in prospect communications. That information may include:  

  • Competitor overview 
  • Competitor history with key accounts and key people 
  • Key points of differentiation between your organization and a competitor 
  • Product/service feature comparisons 
  • Product delivery, sales strategy and pricing model details 
  • Demographic differences in target customer base 
  • Competitor strengths and weaknesses 
  • Recent product, industry, legal announcements 
  • Depositioning questions, i.e., questions that when posed to a prospect will force them to recognize the advantages of your offering 
  • Win/Loss stories, quick recaps that detail why you won/lost a key account to a competitor 
  • Why we win, the most common value propositions that lead to positive outcomes 
  • Links to educational resources that can be shared 

Populated with information sales representatives find useful and timely, sales battle cards can be profoundly impactful. However, populated with commonly held knowledge and outdated information, the opposite is also true, and quite possibly dangerous.

Battlecard Limitations and Weaknesses 

Often, battlecards launch in an organization with a lot of positive feedback, then quickly fade away. From a sales professionals POV, battlecards fail to garner adoption due to lack of content value and content timeliness. However, a number of underlying reasons may be to blame for both. All too often, the process for maintaining battlecards is burdensome and slow moving. This is a problem because most businesses operate in dynamic markets where key influences change frequently. The most common limitations and weaknesses of sales battlecards include:

Outdated information

If a battlecard is not kept up to date, it becomes questionable in value and could also create a liability. A sales representative relying on outdated information to craft prospect communications may make statements about a competitor that are untrue. In today’s market, buyers are bombarded with sales communications. To keep up, sales professionals need battlecards that help them quickly reference key points and arguments.

Too generic, lacking depth

Battlecards that do not address a specific market segment will drive sales representatives to create their own primary reference resource. This is a common scenario that results in sales professionals missing updates to shared battlecards. A battlecard that only supplies a surface-level overview of a product or service likely isn’t supplying those facts and stories that make your value proposition stand out or adequately challenge a competitors. 

Limited access to underlying resources 

Sales professionals often rely on third-party information to augment sales communications.  Research suggests that sales professionals spend nearly a third of their day organizing information and composing sales communications. Not linking to trusted external sources that inform internal points of view is a missed opportunity. It’s also true that many corporate legal teams look to highly restrict the public sharing of internal comments. When a point needs to be made or inferred, third-party resources make doing so less entangled. 

Hard to navigate/consume 

Some battlecards look like a cheat sheet developed by a college student that hasn’t paid attention all term. They lack visual hierarchy and organization making them hard to scan. The battlecard content itself may be fine, but the convoluted process of accessing it makes it difficult to retrieve quickly. Fifteen nested folders deep trudges, no one in a hurry! 

Linear flow of information

Sales battlecards are often created and maintained by a single person, resulting in a linear flow of information. This person may have access to perspectives from across the company or processes to gather feedback, but collaboration is typically missing. Including input from others increases the likelihood of including winning perspectives and fosters shared ownership.

Not supportive of the sales workflow

If sales battlecards are not used consistently across the sales process, it can cause a disconnect and lead sales professionals to create their own resources. This often results in the shared resource losing visibility. For instance, early in the sales process, battlecards may cover product methodology, company background, and customer challenges. Later conversations may focus on specific feature comparison and customer support models

Who should build and support sales battle cards? 

Gideon Gartner, founder of the market research and advisory company, Gartner often commented that analysts shouldn’t write about things that are not controversial. He also noted that if you asked different functional leaders in the same organization about their compete strategy, you would get a multitude of varying answers. Both observations really point to the answer to this question.

Sales professionals encounter a wide range of customer archetypes and need to understand market drivers from a variety of perspectives. A multitude of roles use market research and competitive intelligence to conceive and take a product to market. Synthesizing knowledge from various perspectives and using the resulting insights can greatly impact the success of a sales conversation. While all programs should have an owner and a defined workflow, not including the following would be a mistake. 

Chief visionary

CEOs are highly effective at selling vision. When you are trying to establish market position, finding customers that buy into vision is key. Periodically walk through your battlecards with the key stakeholders that drive your organization’s vision to bring that charismatic positioning forward. 

Product manager

Product managers often engage customers directly in focus groups, product reviews and market research panels to develop customer personas.  Not all observations that inform product features make it into marketing resources. Including product managers in the development and maintenance of battlecards will help ensure minute observations that influence product strategy elements break through the broader market presentation of product features. 

Product marketing manager

The product marketing manager is typically responsible for maintaining sales battlecards. A large chunk of a PMMs responsibility is conducting market research to understand the target market and competition.  PMMs often collect curated content to inform product marketing. They must stay informed about how competitors position their advantages and value proposition, and develop counterarguments.

Competitive and market intelligence (C/MI) Team

Analysts that work in competitive and market intelligence are responsible for spotting trends and collecting supporting evidence. C/MI teams often have access to vast amounts of internal and external information that can enable them to effectively craft depositioning questions and stories. 

Channel or market sales leader

Category and market sales leaders manage teams of sales representatives that are in direct contact with target customers daily. A skilled sales team leader can identify common challenges and develop effective positioning statements that lead to positive outcomes. 

Sales & customer success representatives

All closed loop systems need periodic or real-time feedback about the outcome of a process. Inviting sales and customer success representatives to provide feedback on battlecard content based on their direct interactions with customers can help accelerate the maintenance of battlecards and ensure that they remain focused on effectively enabling sales. 

Using competitive dashboards to overcome the weaknesses and limitations of classic battlecards 

Every day new information hits the market. Funding announcements, messaging and positioning changes, pricing updates, product launches, are key examples. As a result, keeping battlecards updated by collecting competitive intelligence in real-time is no easy task. One of the easiest ways to overcome the barriers and the limitations of battlecards is to reposition them as collaborative competitive dashboards. This is what we do at Cronycle.

Competitive Dashboards built in Cronycle are interactive, allowing users to drill down into the information. Boards allow the aggregation of native market briefs, emergent market news, and competitor alerts all with linked underlying content. They also support the storage of curated content items, tagged to classic battlecard sections, all in one place.