Posted in Toolkit on August 10th, 2016
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Posted in Toolkit on August 10th, 2016
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Posted in Toolkit on July 25th, 2016
If you’re like most salespeople, you spend your life in hustle mode. Your inbox, CRM system, mobile phone, social media, and other channels for client questions and demands engage you in an endless game of Whack-a-Mole.
That’s how it seems, anyway. But, of course, there are times when the action slows, if ever so slightly. The end of summer is one of those times. So–mostly–is December. Clients go on vacation or into budget season. The incessant shrill of alarms quiets to the occasional chime. Most people use this lull to sweep candy wrappers from desk drawers, catch a baseball or hockey game, or just watch the backs of their eyelids.
Don’t be most people. There is opportunity here. Just as luck favors the prepared mind, so downtime favors the driven.
Here are three things ways to take advantage of downtime:
Write a one-pager. Create something for your client that is not a sales piece. How often do you connect with clients on a meaningful level, when you are not asking for something? We have all read about being a “consultative” salesperson or executing a “challenger” sale. But what does that really mean?
It means going above and beyond to help clients gain perspective. Be that person! Write a report that teaches one client some tricks with your product or service that you’ve learned from another client. (You have to respect confidentiality, of course. No spilling one customer’s beans to another, no matter how educational those beans may be.) Or lay out some important changes in the industry. Put together a quick hit on what’s coming out of the lab. Or just jot down a note about something important that you’ve learned recently.
Keep it short. Make it smart. Be useful.
Build your network. This is a good time to grab coffee or lunch with people you actually want to grab coffee or lunch with. No agenda. No expectation of boosting your quarterly numbers. The best networking is networking conducted with the purest motives: because you want to get to know and possibly help more people. And yes, down the road they may help you, too, but for downtime networking, you don’t require an ROI.
So reach out to five or 10 people on the periphery of your network. People you’ve always wanted to know better. You’ll be surprised by the positive response. After all, they’re likely in a slow period as well.
Thank the people who have helped you. Make a list of the people who have helped you in the past year. On a notecard, thank them and be specific about what for, and offer them help in return. You can even send a small token: a book, a funny coffee mug, a gift card, a shirt from their alma mater. Put it in the mail and then sit back and smile. You’ve made someone’s day.
Now you can go to the game.
A version of this article was originally featured in Inc Magazine.
The strategic implementation of technology into your sales team can be both necessary and maddening. On one hand, recent technological advances leverage sales efforts, minimize daily tasks and decrease the sales cycle. On the other hand, weeding through the endless stream of “next big things” to find the tools that truly meet your salespeople’s needs and help move your company forward is a heavy burden to bear.
Challenges come from all types of decisions regarding technology, such as:
Technologically advanced tools level the playing field between established and blossoming, and corporate conglomerate and modest boutique, but only if the leaders make the best decisions. Before you fork over a hefty slice of your budget for a technology investment, build a plan of action that helps minimize wasted resources and maximizes your ability to meet sales’ needs with the best evolving technology.
Take stock of current tools.
Before you embark on a buying adventure, inventory the sales software you already possess. Do your present technology solutions offer upgrades or integration? Would those suit your needs and be cheaper than brand new ones? If you are already planning on purchasing new tools, will your current processes be able to implement them with little effort? Establish your technology baseline by answering these questions.
Examine your business goals and growth agenda.
By outlining your company’s short and long-term direction, you can pinpoint your technological needs faster. Talk to business colleagues, research your competitors and create a list of new technologies that would make your sales team more agile and higher functioning.
Allow proper vetting.
Don’t jump on the newest software or the snazziest app the first time you hear of it. Conduct research about the processes, read reviews of current clients and how they use it and discuss the potential new technology with your sales team. Use their expertise to measure and weigh your decision. Putting the right technology in place at the right time takes more than a cursory glance every six months. Stay educated on new advancements by reading journals and technology blogs. Investing time helps to ensure smart, timely decisions and positive results.
Consider a shift in job titles.
Salespeople are no longer just knocking on doors and writing up orders. They are looking at lead conversions, social media connections, and mobile selling tools. Is it time to create an evolved position that rides the fence between sales and marketing and technology? Will such an employee be a valued asset in streamlining emerging technical trends with traditional ways of conducting business? Seriously contemplate when and if such an addition is necessary to get the most out of your technological investments.
Be prepared to pay.
It’s a bit daunting to see the price tag on some of the newest tools and is stressful for decision makers to pull the trigger on such a large outlay of cash. Identifying a solution that will energize your sales team, and be instrumental in bringing on a greater number of clients in a shorter amount of time, will make the return on invest (ROI) worth it.
Take measures to be ready for when, not if, you need to invest in advanced technology. Fortunately, there are a variety of ways to raise the capital for your investment, from spending cuts to small business loans to credit cards. While none of these options are painless, it’s imperative to secure funds to keep processes functioning and on par with your competitors.
Analyzing, choosing, and implementing evolving technology is a big job, and takes a commitment. It is, however, an important part of a modern company’s strategy and cannot be ignored without falling behind your competitors and losing business. By maintaining a keen understanding of your current tools, investing time in research and education, and securing the financial means to invest in technology that helps your sales team meet their goals faster, you will stay ahead of the curve and keep your company thriving.
Are you thinking about investing in evolving technology in the near future? What tools do you favor, and how they will assist you in your goals?
Matt Greener is a marketing, digital and SEO leader. He currently heads marketing at App Data Room, a mobile sales enablement platform.
Posted in Toolkit on May 23rd, 2016
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Posted in Getting organized on May 16th, 2016
Have you ever wondered how many of your sent emails were deleted before the reader reached the second line?
It seems like nowadays we can almost smell a sales pitch right after it’s sent. That’s because there are patterns, or even whole templates copied so many times that we don’t even bother to read them. We see the subject line and think: “OK, yet another sales pitch…”
If you want to see more replies, try to come up with unique content that draws prospects into your message and makes them want to respond. It is a difficult task but you can organize the process into six steps to make it easier.
Step 1: Craft a ‘perfect key’ subject line
Subject lines are like keys. If it’s not cut for the right door, it won’t open. Many cold email subject lines sound like newsletter titles or commercials, and thus feel generic. They are irrelevant to the personal message that a cold email is supposed to accomplish.
Take for instance:
These sound like they were sent to thousands of people at the same time.
Compare the two above with these:
I would open an email with a subject line like this because it promises that the message is going to be about me and my company. It’s a personal touch and it works.
When crafting your subject line, make it personal, relevant and valuable.
Step 2: Draw them in with the intro
Start with a reference to their work and draw them with relevant context to your value proposition. Make your prospect the main character in the story. Next, find a link between your product or service and their business needs.
Step 3: Write a value proposition that actually shows value
This can be tricky as it’s very difficult to avoid sounding like a sales pitch. “At ABC, we do <this and that> and I thought…” And that’s usually the moment we think: ‘aha! this is a sales pitch!’ Don’t get me wrong, we all need a value proposition in our cold email. The trick is to make the recipient actually see the value in it.
To make sure this happens, keep in mind the following 3 rules:
# 1. Write about actual benefits that you bring the recipient.
# 2. Choose one most relevant benefit and craft the whole value proposition around it.
# 3. Show them how exactly it helped other companies so far.
Step 4: Don’t ask for too much in the Call To Action (CTA)
CTA triggers the prospect’s action after they have read your email. Make sure yours is clear and to the point – it should specify the exact next step to be taken.
The most common CTAs usually ask for a call or a meeting, but take time to get to know your prospect first. A prospect-focused question is a good first step.
Seek to start a relationship and to learn as much as you can about your prospect. The better you know their business needs, the better you’ll be able to help them. If they feel you’re helping, they’ll be more eager to buy from you.
Step 5: Plan a valuable follow-up sequence
You likely know and have received the “touching base” and “just checking in” follow-up email. As Jill Konrath rightly points out, such follow-ups are the easiest way to make yourself look selfish.
A follow-up email should show your prospect that you care about helping them and not just selling to them. Use this as an opportunity to showcase the value you bring. Here are some examples:
Try to keep the follow-up as valuable as the opening email, but shorter. It is possible, it just requires considerable effort to achieve – which your prospects will appreciate.
Step 6: Keep learning, testing & improving
I’m not telling you to burn all cold email templates and resources including sales emailing tips. On the contrary: get all the templates you can! Analyze them – look for patterns and practices that may work in your outreach.
I was collecting templates and analyzing them to understand the mechanisms that rule cold emails. Then, I put the results of my research in an ebook, for others who look for inspiration and want to learn.
Don’t copy the most effective templates. Analyze them, learn from them, and use the knowledge to craft your own emails. Then test and improve your copy on the basis of first-hand experience.
Cathy Patalas is Marketing Manager at Woodpecker.co – SaaS helping B2B companies directly contact prospective clients via personalized sales emails & follow-ups sent automatically. Cathy writes about cold emailing and prospecting at blog.woodpecker.co and is author of the ebook 15 Cold Email Templates that Will Get You Leads.
High-performing sales professionals and executives make conscious time to network and explore new leads. In business building trust quickly has several benefits. Not only does it make you memorable but also incredibly valuable. Recovering from a bad first meeting is hard to do but there are several easy ways to avoid fumbling and instead create a positive first impression.
Don’t treat initial conversation like a round of speed dating. It’s a poor idea to spend your time ranting about your qualifications and accomplishments. There is a time and place for this and it’s best received coming from someone other than yourself. You don’t want to be remembered as the one who wouldn’t stop talking about him/ herself.
Practice Active Listening. Make eye contact and ask questions that have impact.
Arrive prepared. To ensure you’re ready for conversation, do some research about your subject before the meeting. This doesn’t need to exceed a few minutes and can help move conversation forward if there is a lull. Be ready with 2 or 3 key facts about them that are unique and interesting to you.
Be dependable. Think about someone you trust. Whether it’s your boss or your significant other, chances are you trust them because they’ve proved to be dependable. Take this opportunity to showcase that you are a man/woman of your word. Confirm your meeting place, date and time the day before. Make good on your promise of deliverables following the meeting. If you promised materials after the meeting, provide them within 24 hours. (Sooner is better!)
Be funny! Humor is disarming and when used appropriately can increase overall comfort and make you memorable.
Be self-effacing in an authentic way. Authenticity is key! Admit your foibles. Many think this destroys credibility in a client relationship but in theory it has the opposite effect. Sharing concerns or mistakes you’ve made along your professional career is one of the quickest ways to build trust. It shows you’re authentic and not only showing your best face.
Send a handwritten thank you note. Providing a thank you note after your meeting will help you to stay top of mind. Handwritten notes are the most impactful and offer yet one more touchpoint for building upon your client relationship.
Add Newby Andy Twomey
Recently You & Co Media had an interesting experience moving through the marketing and sales funnel of a business we really admire. The early experience from web through to email nurturing was seamless, enjoyable and engaging. Then when marketing passed over to sales, the entire brand experience shifted, and where the human element should have extended the experience, it damaged it.
The experience was a negative one and trust was lost in the visual and lingual communication of the brand. It was clear that three things should be accomplished for sales to have an effective transition and close deals.
When so much of the consumer’s research is completed online, there is a language – both visual and written, that they identify and are interested in. When a prospect is ready to consider their options, it’s essential to continue the look and feel of your information. This maintains comfort and build trust in you as a sales rep in what is likely their first face-to-face interaction with the business.
Give your customers peace of mind, a great sales experience, and help to build trust not just in you, but in the business you represent. Ask marketing for assistance with these three sales collateral pieces to avoid confusion.
Designed case studies:
If the prospect has gone through a well thought out funnel and are ready to see proof, what better way than to show them a case study that explains what your customer wanted to achieve and the results you delivered. The information should definitely tell a story, as well as have the facts and figures clearly presented.
The first thing to ask for is a designed case study for each of your core personas – that tells a story, not just displays results. Having this sales collateral at the closing stage will ensure your lead is confident in your services and identifies their needs.
The better you know these success stories the better your conversations. By listening to the pain and needs of your prospects, you can offer a case study in line with their pain points through the eyes of someone who experienced the same frustrations to emphasis the points you’ve shared.
A slick proposal template:
Salespeople are known for having large personalities, which can also mean a penchant for being individual in their approach to their sales pitch. Though when it’s time for a proposal, your future customer needs to see a slick, company aligned presentation – not something that was created on a standard PowerPoint template. Designers have a way of working out how to structure visual information to enhance the experience of the audience. Ask marketing to sit down with you (and a designer if you can), and give a clear brief on your biggest objection points and try to present these challenges in a way that becomes less daunting for the prospect.
Customer reviews of your product or service:
This is V2.0 of your designed case studies. These don’t have to say “We doubled our business in 3 months!” they need to be genuine and duplicate the live reviews section of your Google+ and Facebook (or any other review places you are using) profiles for a genuine reminder that these services have been supported by other people in similar positions and they had a good experience.
So arrange a meeting ASAP. Get in sync with marketing. Find a place that supports your sales messaging style AND complements the marketing collateral that the prospect has become so used to.
BONUS TIP: Leverage current marketing for social selling.
For those social selling or maintaining an active online profile (clap clap). A great place to start with ensuring you’re on brand is to review the communication/style guide for any blog or social media efforts the business makes and align your core language markers with those. This is an easy way to build further continuity in brand messaging from attraction phase through to signing the deal.
When creating sales collateral that follows the good head start marketing has made, what’s demonstrated on the website or early collateral should be continued both in messaging and visual style. Considering your marketing as the preface to your sales messaging is essential to the best customer experience.
Andy Twomey is the Managing Director of You & Co Media, an Inbound Marketing Agency in Sydney. He loves a good gin, is an average surfer and wishes ‘marketing’ wasn’t such a dirty word.
Posted in Toolkit on April 20th, 2016
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By Austin Duck
When professionals of the future look back at 2016 it will be remembered as two things: the year that the truly sophisticated sales stack finally rose, and the year professional productivity was perfected.
Each alone is significant accomplishment but the overlap is an epic moment of tech-driven sales productivity. If you know where to look, there is an opportunity to be the first of a new breed: the tech equipped, productivity-driven super salesperson of the future.
So in the spirit of being productive and getting to the point, here’s the 10 tools every sales rep needs to get stuff done.
10 Tools Every Sales Team Needs to Get Stuff Done
Translate Your Playbook into Workflow with ToutApp.
Given that sticking to your playbook is a must for any successful sales organization, it’s surprising a tool like ToutApp didn’t exist before. Tout takes your winning plan and translates it into an easy-to-follow, accessible-anywhere workflow that ensures all your reps are taking the steps to get things done properly.
Forecast and Score Your Opportunities with InsideSales.
It’s hard to say “no” to doubling your forecast accuracy and even harder to turn down a tool that takes that intelligence all the way to scoring your leads. InsideSales completely obliterates the gap between MQL and SQL, making each dial and meeting count that much more.
Create Transparency in Your Sales Development with SalesLoft.
Offering “semi-automation” to the sales development process, SalesLoft helps your SDRs strike a balance between personalized communications and marketing automation. That way, their outreach scales without ever sacrificing the personal touches needed to really hook and begin qualifying prospects.
Keep Your Whole Team Aligned with Calendly.
Creating and managing client meetings has never been easier. With Calendly, there’s no time wasted going back and forth. Your reps set their availabilities, clients / prospects pick the times, and all relevant calendars are updated so no one misses out on key business.
Build Lightning-Fast CPQs with SteelBrick.
Generating CPQs, creating add-on orders, sending invoices: none of it has to be done by hand with SteelBrick around. SteelBrick offers 5-10x faster deployment than traditional quote-to-cash options and frees up your reps to do more of what they do best: sell.
Understand Your Org’s Relationship of Performance to Revenue with InsightSquared.
Imagine a platform dedicated to making every element of your sales effort make sense. A tool that translates every effort (and every dollar) into actionable data. That’s InsightSquared. It takes the guesswork away from your reps and empowers them with everything they (and you) need to crush quotas and reach your goals.
Ensure Great Contact Data Flows Into Your CRM with ScanBizCards.
Bad data in your CRM will stop any effort, no matter how intelligent, in its tracks. ScanBizCards offers a way for reps to import great contact data into your CRM and scans business cards to simplify the process of entering new prospects.
Build Strong, Lasting Relationships with Contactually.
CRMs are ubiquitous in sales organizations, but many times their complexity creates impersonal experiences with customers and prospects. Contactually fixes all that with a relationship-based CRM experience that joins the data accessibility of the big leagues with the personalization that keeps relationships thriving.
Keep Important Documents Organized with Evernote.
Though probably not news to you, Evernote is an incredible way to keep notes and documents organized. With the ability to organize and share notes, transform documents into presentations on the fly, and access anything you need on any device, Evernote offers a way for reps (and teams) to centralize their knowledge-share.
Win the Trust (and Business) of Prospects with Postwire.
Creating interesting, personal experiences for prospects is the stuff of sales dreams. Postwire makes that a reality. By offering simple-to-create microsites, Postwire allows your reps to curate helpful, individualized content hubs for prospects that take your nurturing efforts to the next level.
Taken separately, each of these tools uses incredible tech to make a single element of your sales organization run a little smoother than before. Together however, they make a tech stack: a living, breathing confluence of technologies that keep your sales team productive and help you drive revenue more efficiently than ever before.
Austin Duck is Content Marketing Manager for CircleBack, an innovative address book designed specifically for networking and sales. He regularly contributes to StartupGrind, Business2Community, and elsewhere and lives in DC with his army of cats.
by Jeff Kalter
“The whole is greater than the sum of its parts.” — Aristotle
While inside sales has been around for many years, it’s now experiencing tremendous growth. InsideSales.com conducted a study with sales and marketing managers in 30 non-retail industries. It showed that inside sales was growing 300% faster than field sales. Social selling, on the other hand, is the bright, shiny new tool. When you meld inside sales and social selling together, you form a strong bond and a solid strategy for setting appointments with your target audience.
What Is Social Selling?
Most are familiar with social media marketing which has been used to build relationships for many years now. But many are less familiar with social selling. Both tactics use the same channels to develop relationships with prospects and customers through content and conversations. They have the same goal of delivering ROI to the business. So, what’s the difference?
The responsibility for social media marketing rests squarely on the shoulders of the marketing department. They communicate en masse. On the other hand, while marketing contributes to social selling by providing the content and messaging, sales leads the way. Salespeople distribute content and use personalized messages to communicate one-on-one with prospects.
Essentially, social media marketing attracts followers, builds engagement and the brand. Social selling then closes the loop, turning awareness and interest into leads. Now that both sales and marketing are sharing the use of social media, it has become more successful in delivering sales results.
How Inside Sales Can Use Social Selling
It’s great to build relationships online, but you also need to have a process that moves prospects through the buying process offline. Social selling is step one, but the goal is to get prospects on the phone. Here are some tactics you can use.
Today, there is no reason to call someone blindly. Inside sales people can use social media to do their pre-call research, checking out LinkedIn profiles and Twitter feeds. You should have an idea of who a prospect is, what his or her company does and even the challenges the business may be facing.
But reps can go further. With one of LinkedIn’s premiums packages, they can reach out to individuals using InMails. According to LinkedIn, this communication channel achieves open rates seven times greater than typical emails.
A sales person should personalize messages based on what they learn through their research. In this way, it starts to build a connection and open the door to a warm telephone call. For example, “We work with businesses similar to yours in the information technology industry. We’ve helped many of them who are experiencing difficulties with lead and demand generation to achieve a 47% return on their marketing investment. Is this something that interests you?”
The added benefit is that the recipient can quickly check out your profile, get a sense of who you are and whether they want to talk to you. As long as you’ve optimized your profile, you can build credibility without saying a word.
Inside salespeople should chime in on online conversations about their prospect’s hot topics, offering their insights. This is an excellent way to engage with prospects, often early in the buying process. For example, look for industry groups on LinkedIn where people are actively participating in discussions. (Be careful here because many groups have become forums for spam and not active conversations.) Another advantage of joining groups is that you get free messages to the members.
Also, to remain visible on social networks, inside sales reps can start a conversation themselves by curating content and sharing content their marketing team has created. A good rule of thumb is to mix 80% curated content with 20% of your own content.
If salespeople have hot targets with whom they want to engage on LinkedIn, there are a couple of ways to see their updates on LinkedIn in the same way that you see updates from your first connections. They can follow up to 5,000 people on LinkedIn. Alternatively, they can sign up for LinkedIn’s Sales Navigator, and classify targeted individuals as leads. When they see a relevant update, they can comment on it, share it and get noticed.
Social selling does not make any sense, however, unless it leads to a phone call where salespeople can deepen their relationships and help move prospects through the buying cycle.
Wouldn’t it be wonderful if the phone appointments came to them? They can. Simply offer a phone consultation to leads. Make sure it’s something they will find valuable, not a sales pitch. Then schedule a phone conversation.
Because social selling can translate into phone calls, it makes sense to marry the two tactics. It’s an efficient way to connect sales people one-on-one with the people to whom they want to talk, eliminating the need for cold calls.
Jeff Kalter is CEO of 3D2B, a global business-to-business telemarketing company that bridges the divide between marketing and sales. He leads customer acquisition programs for Fortune 500 companies and is passionate about building strong business relationships through professional phone conversations.
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