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Sales Training and Consulting for B2B Companies
Why invest in Sales Training and Consulting?
There are normally two reasons companies invest in our Sales Training and Consulting services. Firstly, they are often in a hurry to find sales growth and are looking for a short cut, a growth hack.
Often these companies would eventually find the right strategies and tactics themselves, but they may be keen to capitalise on their first mover advantage or satisfy the needs of external investors.
For these companies we provide a shortcut, we help them avoid the pitfalls and roadblocks that every growing business experiences.
When you engage with Klozers your team has access to over 70 years experience in B2B sales and marketing.
Our sales training can help you get the best out of your team, alongside our consultancy services that will help you deploy the changes identified by our consultancy
Let’s take a closer look at why it makes so much sense to use sales training and consulting services together.
1. Why sales consulting compliments your sales training?
Many companies make the mistake of rushing into training as the solution to improving sales performance.
Indeed, training may be part of the solution, but it is never the whole solution. Before any training takes place it’s important to understand the root causes of the challenges within the sales department and only when we truly understand the problems can we prescribe the best possible solution.
By rushing into training we would be assuming that everything else that affects sales is 100% perfect, and that is simply never the case.
As with anything, the greater the investment upfront in terms of the diagnosis, the more effective the training will be.
This is because the training can then be customised to meet the exact needs of the business which makes it much more impactful.
2. Why is Sales Training so effective?
Sales training builds both skills and confidence, and those are simply unbeatable in front of a customer.
The best salespeople are like athletes and they are hungry to learn more and stay at the top of their game.
The reason they are so good is that they are constantly looking for an edge, an advantage, and this keeps driving them forward.
These are small but important things that make the difference and gets more deals over the line. Our training is designed to keep your team at the top of their game and help them benefit from the very latest insights and industry best practice.
Our sales trainers work hard to keep your team engaged and motivated during training sessions, using a range of mediums to maintain their attention and inspire them.
Your sales trainer will help your team sell more effectively whether that be over the phone, in-person or online.
They can help them improve their lead generation, closing and account management skills, and provide indispensable mentoring services.
3. What happens before training takes place?
Before your training sessions begin, it’s important to identify what you want to get from them. As a sales training provider we offer bespoke services that are based on your specific needs and challenges.
We can provide a full sales consultancy service in advance of any training. This would typically include an evaluation of your current sales unit in relation to sales maturity and best practice.
We can also provide full training needs analysis so you can gain a better understanding of your requirements before staring any training course.
For sales training to be effective, they need to be delivered in a way that maintains your teams’ attention, which means your sessions will include a great deal of interactivity.
Our sales training sessions include a range of demonstrations, exercises, games and roleplay.
4. What is the aim of Sales Training
Our goal as a provider is not to deliver sales training, but to deliver results.
Therefore we believe the goal of Sales training is to help you meet a range of sales goals faster than you would if you were to continue without any intervention.
Not every company’s needs are the same, but businesses often invest in sales training because they want to improve their staff’s sales skills, close more deals, create more conversions, make their staff feel more supported, improve morale and boost the average value of their sales.
However, ultimately all of these lead to one overall benefit – an improvement in results. Some companies invest in training because they have identified a particular problem that needs addressing which is being caused by a skills gaps within their businesses.
Training may also benefit your team if they seem to be lacking direction, or are feeling unmotivated. A lack of motivation can often occur because staff are unclear on what their roles are, or because the current strategies they are using are not working.
In many occasions this is why Sales consultancy is a perfect fit alongside sales training as it can also help you identify and deal with additional challenges.
5. How can a Sales Consultant help our business?
A sales consultant will help your business by taking a close look at your current situation, identifying strengths and weaknesses, and helping you make positive changes to drive revenue growth.
If you are not currently meeting your sales targets, our sales consultants can help you find out why this is happening and develop strategies to address the issues.
Our experienced consultants can help with optimising your sales processes and ensuring you get the maximum conversion ratios from the leads you are generating.
With our years of experience in B2B sales our sales consultants can introduce you to specific resources that will support your business.
These can include lead generation, marketing, sales tracking, and training programmes and software that will give you a better insight into how your sales team are performing.
6. Adding Sales Experience to your Leadership Team
When you are immersed in the day-to-day running of your company, it can be hard to assess your situation objectively.
It’s often impossible to find anyone around you who is not objective as your team all have a role which in some way will make them subjective.
Our sales consultants aren’t just there to identify problems that you weren’t previously aware of, we are completely hands on and happy to work alongside your team to implement any solutions.
Where applicable we will highlight your strengths and help you make the most of the resources that you currently have. In most cases this revolves around the creation of a sales plan, which we work with you to develop and if required are happy to help with executing against the plan.
Our consultants will work with you to help you improve relationships between departments and colleagues. For instance, we are often called upon for detailed advice on aligning sales and marketing departments so you’re delivering coherent messages to your customers.
Indeed aligning sales and marketing is one of our most popular services.
7. Which Companies benefit the most from Consulting Services
We typically have two types of customers of our consulting services. The first are larger organisations who already have a Sales Plan in place.
They need help executing and delivering against the plan as they simply lack the internal resources to do this themselves.
The second group are those looking for external and objective advice. In some cases they have seen a substantial decline in sales recently or aren’t meeting their targets they need to reach and hence are reaching out for support.
These businesses hire us because we have a track record of turning companies around. Alternately you may need external support if you have experienced changes in your industry and you’re struggling to keep up with your competitors.
Companies also may hire us because they feel missed sales targets are starting to affect morale and staff retention rates.
By investing in training and consultancy services, you can show your team you’re determined to improve and start achieving more.
8. Build a Selling System
It’s also common for companies to invest in sales consultancy services because their sales processes are confused and unclear, with team members pulling in different directions.
We are a huge advocate of having a selling system. Finance has a system, operations have a system so why not sales. Building a repeatable scalable selling system is simply a must for any business.
By mapping this out we can help your salespeople to understand how and where they can influence buyers and sell to people on different parts of their journey, helping you secure more sales.
Our consultants can also help you gain a richer understanding of the data available to you, from both your marketing automation and CRM platforms.
In many cases our clients either don’t have enough data or they are overwhelmed by data, and miss out on the most important parts. Either way we can help.
In Conclusion
Sales is an ever changing environment and more and more businesses are improving their performance, staff retention rates and workplace morale.
For most of use this means competition is tough and by investing in our sales training and consultancy services we can give you that edge you need to not just compete, but win.
Sales consultants and trainers can provide invaluable mentorship, help you identify and eradicate weaknesses, and help you make the changes that you need to not only survive but prosper.
Our team can breathe new life into your organisation and inspire people throughout your company. Whether you’ve been missing your targets or are simply ready to build upon recent success and take your business to the next level, there are many great reasons for hiring sales training and consultancy professionals.
If you are ready to hire a sales trainer, sales consultant or both, come and talk with us.
Sales and Service Training Courses
If your business is typical, up to 80% of next years revenues will come from this years customers. Despite this many organisations give little or no thought to customer service, viewing it merely as a cost to the business.
In many cases customer service is a cost to the business, however, survey after survey shows customer service as a core component of your brand. In certain cases some brands who understand the commercial value of great customer service, use it as an opportunity to cross sell and upsell, thus driving additional revenue into the business.
There are so many great statistics for investing in sales and service training once you look into it, it’s difficult to ignore. As an example studies show that 82% of customers leave because of a poor experience and of those 73% leave because of a reaction to rude staff.
Structured and well supported training can help your team meet your customers expectations and even exceed them. The right sales and service training can make your team more adept at winning customers’ trust, whilst boosting your teams confidence.
The best sales and service training programmes are designed to help companies move away from customer service and towards customer experiences.
How can Sales and Service Training help my team?
Often the biggest challenge in business is winning new customers. Given that’s the case it surely makes sense to do everything possible to not only keep those customers, but to maximise the revenue from them.
Most service issues have a simple root problem, for example, 55% of customers are leaving because of delays in resolving a dispute and 51% are leaving because of poor staff training. What’s possibly most important to note, is that all these problems can be easily remedied.
Sales and service training can give your team a system to measure, track and consistently improve your customer service and sales. This will help change the mindset of your team, enabling them to make a real impact by being able to identify what matters most and take action to improve.
When done correctly training can enhance your workplace culture substantially and provide your sales team with additional skills that can benefit them personally throughout their careers.
Close More Deals and Learn New Skills
Most companies are unaware of the potential sales opportunities they have with existing customers. With repeat customer spending up to 67% more, sales and service training is more than just handling complaints and returns.
A big part of resolving customers problems should be finding new solutions to the problems customers encounter. In most cases the problems that customers experience are actually the best opportunities for cross selling and upselling.
Training can introduce your team to new strategies and tactics that they may simply never come across before. In addition to external input, there are often great lessons that can be shared internally, and these should be captured and documented for the benefit of others.
Training will help your team become more familiar with your own company’s best practices. In a well structured sales and service training programme, your staff will not only learn new techniques, but also find out why they are so effective and which situations they should be deployed in.
Benefit from External Sales Specialists
Often a key benefit of sales and service training is that it gives your team a chance to take onboard new ideas and strategies from outside the business. In many cases they are more open to learning from external facilitators with an in-depth knowledge than from internal colleagues.
Sales and service specialists can give your team more than just the skills they need to engage potential customers in meaningful conversations. They can help you explain on your customers terms why your products and service may be a good fit for them.
Sales and service training will help your team use the product knowledge and information that they have about your products and services, and turn this into powerful questions that make the buyer want to buy rather than them having to sell to them.
Retain the Best Staff
Many companies are now switched on to the fact that it’s easier to retain quality staff when you invest in training courses for them.
If your team members feel you aren’t investing in them, there’s a high possibility that they will move to a company that will. Investing in training shows your employees that you are eager to help them improve.
When staff receive quality training, they tend to feel more supported, which in turn boosts their confidence. Recruitment costs to replace team members can be incredibly expensive and take up an inordinate amount of management time.
It’s therefore important to try and keep hold of the employees that you have already invested in and continue to develop them.
Should Managers attend Sales and Service Training?
Your Managers set the bar in terms of what is acceptable performance and what is not. With this in mind, it’s important that sales managers attend every sales and service training along with their staff so they can hear the information first-hand.
When managers know exactly what’s covered and agreed during training, they can ensure their staff apply this knowledge to real-life scenarios and coach them if they are struggling.
Sales training often includes an element of goal-setting, which is yet another reason why it’s so important for managers to attend. It’s important for the managers to set realistic, yet achievable goals, rather than targets that are out of your team’s reach.
Failure to do this will simply harm the confidence of the team and demotivate them.
Increase your Customer Satisfaction Ratings
Training like everything else in your business needs to deliver a return on your investment. Whilst not everything should be judged by customer service scores, any service training should ultimately improve your customer satisfaction ratings.
Customer expectations are arguably higher than they have ever been and today’s customers expect to receive high-quality service more than ever before.
If they have a bad experience with a member of your team, they’re likely to make their opinions public and Social Media can amplify bad news like never before.
Customer Service training will not only teach your team to deliver the best customer experiences possible, but also turn your happy customers into advocates for your brand, thus generating new business referrals.
Omnichannel Customer Support
Modern customer service training often starts before your customers have even made a purchase. In most cases your customers first interaction with your brand is either your website or social media pages.
It’s important to include these as part of your wider customer experience strategy. This is supported by many statistics for example, using three channels instead of one for marketing campaigns results in a 287% higher purchase rate.
Providing Omnichannel customer support helps your team keep your clients happy across a range of channels and mediums. It can help them communicate with your customers better not only over traditional channels like the phone, but also via live chat, email, social media, SMS and other platforms.
The most successful customer service teams around today adopt an omnichannel approach with research showing that companies with an omnichannel approach experience a 23 fold increase in customer satisfaction.
We believe it’s really important to include these areas in your service programme. Many companies are failing to meet their customers’ expectations which makes it easier for you and your team to stand out from the crowd and win business from them.
Build Expert Product Knowledge
No matter the industry customers want to deal with experts and not agents who are simply following a call centre script.
If sales reps don’t have the knowledge that they require, they are more likely to leave customers feeling frustrated, with the customer going on to air their feedback publicly.
The more your reps know about your products and services, the better they can address customer pain points and explain why your solutions are the answer to their problems.
Enhance Customer Loyalty
Repeated studies show that customers tend to be much more loyal to companies that offer outstanding customer service. Many of today’s customers say that customer service is more important than price when they’re deciding who to do business with.
By investing in sales and service training, you can attract and retain more customers and gain a real edge over your competitors. Part of your overall programme should include how you plan to collect and share customer reviews.
With 70% of people taking action based on customer reviews this is an essential component of every sales and customer service training.
Resolve Disputes Quickly
Delays when resolving complaints can often be the straw that breaks the camels back with 55% of people leaving a brand because of delays in resolution.
Sales and service training can help your reps resolve complaints quickly which is important when dealing with angry and frustrated customers.
Training can help them show tactical empathy when they are dealing with an angry customer and enable them to steer the conversation in the right direction, no matter which medium they are communicating on.
Understanding active listening skills can turn your team into better, more helpful listeners that pay close attention to what your customers have to say and then use the skills and information they have to deliver the best outcome possible.
Customer Service Training
Unlike traditional customer service training courses, Klozers provides the latest in business simulation software, that allows your team to experience a 2 year customer experience transformation program in 1 day.
Our state of the art business simulation goes way beyond basic communication skills and helps your sales team understand customer expectations, sales process, and what truly drives sales performance across the organisation.
Designed specifically as a holistic cross departmental our customer service courses are designed to engage everyone from your front line sales team, product and services teams and company management.
The customer service training includes two options as follows:
Enterprise Customer Service Training
SaaS Customer Success Training
Please contact us for further information.
In Summary
How important is retaining your existing customers?
How valuable would the extra revenue be if your customer service team were actively cross selling and upselling throughout their day?
Investing in sales and service training will make your staff and customers much happier. If you look after your staff they will in turn look after your customers.
If you feel you need to make improvements in these areas, please give us a call. We would love to work with you and make the sales and service goals you have in mind a reality.
12 Critical Objectives of Sales Management
The Objectives of Sales Management
There are many objectives and goals for sales management and the importance of each will vary from business to business.
Business to business sales can be complex, with many variables and whilst the obvious objectives of revenue, profitability and growth are important it’s easy to argue a case for the plethora of other objectives such as customer satisfaction, team morale, employee retention.
Effective sales management is the key to running every successful sales team. When sales management is executed correctly, the rest of your enterprise benefits.
Sales managers are responsible for inspiring teams, leading by example, maximising profits and providing customers with the best experience to make sure they return for more.
We’ve resisted the urge to include the all to common piece around smart goals, because we assume your past all that and looking for something more meaningful.
So, we’ve listed below what we believe to be the main objectives of sales management, enjoy.
1. Sales Plan
We’ve listed sales plan at the very start because of it’s importance. Without a plan it’s difficult to track progress, meet or exceed your goals and align your sales team around those goals.
Quite simply, the sales plan ensures that not only is everyone on your company boat rowing in the same direction, it ensures that the boat itself is going in the right direction.
As with any objective or goal, the sales manager should be measured on the execution of the sales plan.
For some reason the majority of companies do not have a sales plan and miss out on the many benefits they bring.
2. Sales Strategy
Strategy is listed in the dictionary as “an approach” and although it sounds simple coming up with the best approach or strategy to how you gain maximum market penetration with the budget available to you is never easy.
At best if you nail your sales strategy sales will take off and at worst you will find that sales become like wading through treacle. An eternal hardship that consumes any profits you dreamed of as it sucks the life from your business.
Once you’ve agreed on a strategy you need to review this on a monthly basis and adjust as required.
Beware however, of changing your strategy before it has had a chance to mature or you might just end up going round in circles.
Once you’ve decided on your sales strategy the next challenge is aligning all your resources including the sales team and executing on that strategy.
3. Reporting and Metrics
Before you start to implement and share your strategy and sales plan you will need to give some thought as to how you are going to measure your progress.
Data is the new oil and Sales reporting is an essential part of the modern sales managers day to day activities.
Your reporting system should tell you everything from how well your reps are performing on a daily basis, to the cost of customer acquisition on your latest sales campaign.
Reports will tell you which areas you are succeeding in and areas need your attention. You should draw up a list of baseline sales metrics and then from there you can measure progress towards your targets.
In almost every scenario, you will be asked to generate Management Reports for your board and these will include things like your current sales funnel/sales pipeline which will provide information such as how many live deals you currently have in your funnel, the average size of each deal and the average length of the journey through the funnel.
It’s critically important that you not only can generate the right reports, but that you can interpret the results in a meaningful way.
4. Sales Performance
There is no one individual who has as much influence over sales than the sales manager.
Every day the Manager sets the bar between what is acceptable and what is not, in terms performance from their team.
They are responsible for not just managing, but also the training, coaching and development of the sales team.
Every salesperson wants to sell, every salesperson wants to be part of a winning team and the sales managers that succeed are those that focus on 2 things:
- They do everything they can to help salespeople sell more
- They do everything they can to develop their salespeople.
Unfortunately, as the manager has the power to make everything a success, they can also be architects of their own failure.
5. Key duties of the Sales Manager
Sales managers are tasked with developing sales teams, coordinating all operations within sales departments and identifying and implement the right sales techniques to deliver success.
Although the aim is to meet sales targets, it’s not uncommon for these aims to be surpassed.
The right sales management processes can give you a substantial edge over your competitors and ensure your company is thriving rather than simply surviving.
As a minimum the sales manager should address the following areas in their plan. Strategy, Process, People, Channels, Technology, Customers and Leadership
6. Team Morale
Morale is extremely important when it comes to building a winning sales team. The more inspired and confident your team are, the more they will achieve.
This is why it’s so important to ensure each member of your team feels listened to and respected. The easiest way to do this is by including them in the sales planning wherever possible.
Provide real-time information on as much as possible including things like the exact costs to the business to employ them, the profitability of your sales and how many deals they need to close to breakeven in terms of their own cost to the company.
Transparency is essential, so make sure each member of your team knows how well you’re currently performing.
What’s also important in terms of morale is being completely fair and not having any personal favourites in the team.
It’s normally easy for managers not to have favourites, however, many find it more difficult to deal with disruptive sales reps and often ignore them rather than look to resolve the problem.
Often times the most disruptive sales reps can be a top performer but you will still need to let them go if you feel they are damaging the overall morale and productivity of the team.
It’s incredibly important to foster a positive workplace culture where workplace friction is addressed as soon as it arises.
7. Setting realistic but ambitious targets
When it comes to setting your sales targets it’s vital to strike a balance between being ambitious and being realistic.
If your targets are unrealistically high, your sales team and your sales team fall so far behind that they don’t believe they can hit those targets, they will quickly become demotivated.
We recommend that you include your sales team as part of the planning process to help you set your sales targets.
By doing this you are much more likely to get buy in from the sales team and as the manager, you can still guide the team to create targets that are challenging.
Unrealistic targets will only serve to damage morale substantially and in turn, this will lower the overall performance of the team.
Managers should guide and coach their team members through the entire period of the targets to help ensure they remain on track and re-motivate them if they begin to lose confidence.
Managers typically have lots of experiences and skills that they can draw on from when they were a salesperson that will support their sales reps.
8. Building a sales funnel
Creating a sales funnel that continually is topped up with new, high quality sales leads is one of the most important objectives of sales management.
A sales funnel, also known as a pipeline is used to outline each step a customer takes throughout their journey towards making a purchase.
In B2B sales the salespeople are responsible for moving the deals or opportunities through the sales funnel.
There is nothing more demotivating to sales reps than the struggle to fill the sales funnel with new leads. It’s therefore important that you work with your marketing team to ensure a continuous flow of good quality sales leads.
If you are using Sales Development Reps (SDRs) to generate their own sales leads then you must give them the strategies and tactics to generate those leads.
Tactics like cold calling and cold email campaigns do work but they on their own it is a slow way to scale your business. As the sales manager it’s your responsibility to break the entire sales process down into easy, manageable stages.
Sales funnels enable salespeople to remain organised and in control, especially when used in conjunction with a good CRM system.
With the right CRM dashboards in place Sales reps can easily see the progress they have already made towards their sales targets.
This in turn will inspire them to continue focussing on moving deals through the sales funnel.
9. When can I expect results?
In our experience every overnight success has taken years of hard work to get there. With that said, you should see early indications of success in months, not years.
It’s important to manage expectations and collectively agree what success looks like in the initial phases.
This is why we are such advocates of creating a sales plan that everyone can align themselves behind.
Your sales plan should identify what we call the lead indicators rather than the lag indicators for success and you can start tracking them immediately.
It’s unlikely your sales management will deliver exceptional results immediately but with planning, patience and persistence you will slowly turn the ship around.
Trial-and-error can play a big role in helping you create the right sales process for you.
Even when you start seeing the results that you’ve been aiming for, you should always be prepared to make amendments as customer behaviours and requirements, technology and markets change.
10. Motivating your Sales Team
As a sales manager, you will be tasked with overseeing things like data, technology, processes and sales pipelines which you may or may not find easy.
However, often the biggest challenge is people management and listening to your team is very important.
It’s essential to ask your team what drives them and what their personal goals are and then tie them into your own business objectives.
Not every member of your sales team will be motivated by money alone, so try to find out what else drives them and why they were interested in a career in sales in the first place.
It’s also essential to deliver additional support for those members working remotely during any lockdown period.
Some team members will be comfortable working from home, whilst others will prefer to be out in the field visiting customers and working in a busy office environment.
11. Do great salespeople make great sales managers?
One problem many companies encounter is that not all great salespeople make a fantastic sales manager.
Being a sales manager requires a whole host of different skills not required by salespeople, and it may take time to start seeing success once you’ve moved from making sales to overseeing them.
Most of the key tasks assigned to sales managers are strategic versus the tactical skills required by salespeople.
For example, data analysis is hugely important for every sales manager, as is planning, strategy and people management.
In addition, identifying realistic goals, hiring the right salespeople, creating incentives, arranging ongoing training and learning and matching the right kind of guidance to specific individuals in your team are all important.
12. Learning & Development
It’s easy to overlook training as a Sales Manager because there never seems to be any free time for developing your team or indeed yourself.
Training falls into the category of important/not urgent and because of this it often gets overlooked. In nearly every case the salespeople who don’t want training are those that need it the most.
Learning and development starts by hiring the right salespeople and only recruiting those who are driven and determined with great people skills.
The team that you inherit may be very different from this and it’s your objective as the sales manager to improve the team that you’re working with over the coming months or years.
It’s also important to seek out coachable people as these people are great learners and will continuously improve given the right support.
You will encounter people that already have good sales skills but seem unwilling to continue learning or taking feedback and this can become a problem.
These people not only don’t want to learn but they don’t want others to learn either and can sabotage and undermine your leadership.
Under these circumstances, as long as you have done everything possible to try and support these people if they still refuse then you will have no alternative to letting them go.
If you’re able to offer real-time information that you can display in the workplace, you should certainly do this as this creates incentives and keeps your salespeople’s eyes on the ball.
Transparency is essential, so make sure each member of your team knows how well you’re currently performing.
In conclusion
Sales managers are arguably the single most important part of your sales team and the right manager will help you achieve outstanding results when they build an exceptional and focussed team that they take the time to support.
They will ensure the organisation has the right people, structures, technology and sales processes in place progress which can be tracked and clearly visible for all the stakeholders.
By ensuring team members remain willing to learn and committing to learning more themselves, sales managers can deliver real success, even in the most competitive markets.
Sales Negotiation Training
Key Negotiation Skills – Introduction
There is a common misconception that sales negotiation skills are only required towards the end of the sales process. The part in every sales process where costs and terms are agreed. Whilst this is undoubtedly true, it’s also true that the best salespeople are negotiating all the way through the sales process. In fact every Professional salesperson negotiates, every single day which is why it’s an important part of any training programme.
From negotiating with their children on what to have for breakfast, to negotiating with a Partner on where to go for dinner. In between times they will negotiate workloads with their line managers, negotiate meeting times with co-workers, negotiate dates & times for appointments with prospects and lastly negotiating sales contracts, project delivery and aftercare contracts. In short, Negotiation is actually unavoidable, and the ability to Negotiate is a core skill for every Salesperson.
Planning for Sales Negotiations
Like most things in life when it comes to Negotiation knowledge is power. The more information you have and better prepared you are then the more likely you will achieve a successful negotiation. Follow the information below to discover how to research and plan your next negotiation.
Sales Negotiation Goals
These are the needs, wants and desires of the parties involved in the negotiation. In business this can be complicated as not only may both sides have differing goals, but parties within each side may have differing and even conflicting Goals.
Goals can be subjective for example “We need to increase the confidence of our people.” or they can be more objective like “We need to reduce our overheads by 10 this quarter”. Either way it’s important to know both your own Goals and that of the other side. Important questions you must ask are:
- Have we identified all the Goals?
- What are the Prioritised Goals?
- What are the Business Goals?
- What are the Personal Goals?
- Are there conflicting Goals?
| Business Goals Examples | Personal Goals Examples |
| Strategic | Security |
| Change | Satisfaction |
| Growth | Peer Pressure |
| Improvement | Financial Gain |
Please note Goals are NOT the same as outcomes.
Example:
Goals – George is 65 years old and would like to retire (Goal). In order to fund his retirement he needs to sell his business but no one wants to invest a large sum of capital. Mike would like to buy a business (Goal) but does not have any capital to invest.
The Outcome is the Negotiated agreement that they come to.
Negotiation Options
These are all the possible solutions that satisfy the goals of both parties. They are all possibilities that both parties agree or say Yes to.
By investing time to explore all the Options then you are more likely to find:
- Alternative solutions
- Enable both parties to achieve their goals
- Reach the Best Possible Agreement (BPA)
Example:
Goals – George is 65 years old and would like to retire (Goal). In order to fund his retirement he needs to sell his business but no one wants to invest a large sum of capital. Mike would like to buy a business (Goal) but does not have any capital to invest.
Option – George can sell his business to Mike but rather than invest a lump sum he agrees to pay George on a Monthly basis from the profits for the next 5 years and hence fund his retirement.
Criteria for Negotiation
Criteria are the “terms” of any possible Option
Example:
Goals – George is 65 years old and would like to retire (Goal). In order to fund his retirement he needs to sell his business but no one wants to invest a large sum of capital. Mike would like to buy a business (Goal) but does not have any capital to invest.
Option – George can sell his business to Mike but rather than invest a lump sum he agrees to pay George on a Monthly basis from the profits for the next 5 years and hence fund his retirement.
Criteria – George needs to guarantee a minimum payment every month regardless of the profitability of that month. Mike needs to ensure ensure he will not be liable for any warranty, liability or compensations claims from the period before he take responsibility/ownership of the business.
Get expert Sales Negotiation Training from our Sales Coaches
CNA – Cost of No Agreement
Not all Negotiations end in an agreement, it is therefore vital before entering into any Negotiation that you first work out what the Cost of No Agreement is for both parties. The costs of no agreement can be both Objective and Subjective.
Example:
Goals – George is 65 years old and would like to retire (Goal). In order to fund his retirement he needs to sell his business but no one wants to invest a large sum of capital. Mike would like to buy a business (Goal) but does not have any capital to invest.
Option – George can sell his business to Mike but rather than invest a lump sum he agrees to pay George on a Monthly basis from the profits for the next 5 years and hence fund his retirement.
Criteria – George needs to guarantee a minimum payment every month regardless of the profitability of that month. Mike needs to ensure ensure he will not be liable for any warranty, liability or compensations claims from the period before he take responsibility/ownership of the business.
CNA – George does not have the financial resources to retire (Objective) however he has been trying unsuccessfully to sell his business for three years and is now desperate (Subjective) for a solution. Mike is keen to buy a business (Objective) but knows there are hundreds of businesses for sale and he is pretty relaxed (Subjective) if this deal doesn’t go through another one will come along.
The Subjective Cost of No Agreement can be more powerful than the Objective ones as people make decisions emotionally and then justify their position intellectually afterwards.
BATNA – Best Alternative to No Agreement
Not all Negotiations end in an Agreement, it is therefore vital before entering into any Negotiations that you first work out what the Best Alternative to No Agreement is. In some cases you may well experience that the other party is so entrenched in their position that they have no desire to Negotiate. BATNA is typically but not always, an alternative course of action that can be taken if no agreement is reached.
BATNA helps you prepare for a Negotiation by:
- Helps prevent you from agreeing to something you will regret
- Defining your Minimum Possible Agreement (MPA)
- Provides you with a Plan B
- Helps prevent you from over or underestimating the your own and the other party’s position
- Helps you understand where the leverage is
- Identifying alternative Options
Example:
Goals – George is 65 years old and would like to retire (Goal). In order to fund his retirement he needs to sell his business but no one wants to invest a large sum of capital. Mike would like to buy a business (Goal) but does not have any capital to invest.
Option – George can sell his business to Mike but rather than invest a lump sum he agrees to pay George on a Monthly basis from the profits for the next 5 years and hence fund his retirement.
Criteria – George needs to guarantee a minimum payment every month regardless of the profitability of that month. Mike needs to ensure ensure he will not be liable for any warranty, liability or compensations claims from the period before he take responsibility/ownership of the business.
CNA – George does not have the financial resources to retire (CNA) and has been trying unsuccessfully to sell his business for three years and is now desperate for a solution. Mike is keen to buy a business and has spent £3,000 with Solicitors and Accountants thus far completing his due diligence on the company.
BATNA – George is in discussion with his Lawyers to explore the possibilities of a Management Buyout for the business. Mike knows there are hundreds of businesses for sale and he is pretty relaxed if this deal doesn’t go through another one will come along.
Concessions for Negotiation
A concession is something given to the other party in furtherance of the agreement. These concessions should be identified in advance and segmented for both parties in terms of:
High Value – High Cost
High Value – Low Cost
Remember – Never give anything away without receiving something of equal or greater value in return.
Example:
Goals – George is 65 years old and would like to retire (Goal). In order to fund his retirement he needs to sell his business but no one wants to invest a large sum of capital. Mike would like to buy a business (Goal) but does not have any capital to invest.
Option – George can sell his business to Mike but rather than invest a lump sum he agrees to pay George on a Monthly basis from the profits for the next 5 years and hence fund his retirement.
Criteria – George needs to guarantee a minimum payment every month regardless of the profitability of that month. Mike needs to ensure ensure he will not be liable for any warranty, liability or compensations claims from the period before he take responsibility/ownership of the business.
CNA – George does not have the financial resources to retire (CNA) and has been trying unsuccessfully to sell his business for three years and is now desperate for a solution. Mike is keen to buy a business and has spent £3,000 with Solicitors and Accountants thus far completing his due diligence on the company.
BATNA – George is in discussion with his Lawyers to explore the possibilities of a Management Buyout for the business. Mike knows there are hundreds of businesses for sale and he is pretty relaxed if this deal doesn’t go through another one will come along.
Concessions – George is prepared to spend 3 months of his time ensuring during the handover period which is Low Cost to him as he will be retired but High Value to Mike as he is new to the industry and recognises the benefit of George’s experience.
Mike is prepared to move quickly which has no cost to him however this is High Value to George as the last thing he wants is a long protracted sale.
Negotiation Strategies
Aggressive Tactics
- Shoot the hostage
- This strategy is extremely aggressive as it involves an immediate offer to walk away with no deal which is designed to throw and unsettle the other party. This is often delivered in a reluctant tone “we don’t want to do this but…”,
- Delaying tactics
- When time is clearly on one parties side the process can often be deliberately slowed which is extremely effective when there are cost implications if talks over run. This tactic also applies if the other party has another meeting or needs to leave. The negotiator deliberately talks around the subject to delay the real conversation and then uses time to put pressure on the other party to come to an agreement.
- Poor Me
- This strategy is used to play the false victim that needs rescued by the other party.
- Last Minute.com
- As the name suggests this strategy involves the Negotiator agreeing to a solution right up until they are required to sign and then withdrawing. The withdrawal is usually followed up quickly with a counter offer at dramatically reduced terms.
- Misleading/lying
- Often Negotiators will make exaggerated claims or even lie so without hard data to support them you should discount these. They may also issue warnings and threats or make matters personal to unbalance you.
- Missing People
- Everyone knows the importance of having all the Decision Makers in the room but Negotiators may even turn up with complete strangers. In sales some companies will remove Sales People from the final negotiations. If the Sales People have a relationship with the other party they could be more empathetic and weaker negotiators. Turning up without warning with complete strangers also unbalances the other party.
Co-operative Tactics
- Agree on the Process
- Spend time up front agreeing the process and format of the Negotiations including what’s in scope and what’s not.
- Win Win Agreements
- Most professional Negotiators accept that any final agreement must be fair and sustainable for the life of the time period. In most business scenarios it should never be win at all costs as this destroys relationships.
- Matching Rights
- Offer the other party the right to match any solution that you receive. For example if one of two business partners decides to sell their shares to another party they may have the agreement that the other party gets first refusal if they match the offer.
- Contingent Agreements
- These are simply agreements based on future events. Financial Bonus may be tied to Performance. Football transfer fees can be include Contingent Agreements that provides the selling club additional revenue if a player is sold on and or if a player is capped by their country or simply makes a certain number of appearances.
- Multiple Offers
- When multiple offers are placed on the table this allows both parties to indicate preferences and encourages creativity as a winning hybrid offer can be formed. Placing one offer on the table often leads to a refusal and a stall in the process.
Sales Negotiation Checklist
1. Be prepared to walk away. Sales Negotiation is 70% Mindset and 30% Strategy and unless you are prepared to walk away, no strategy will help you.
2. It’s not what you charge it’s what your worth. Thoroughly research the market and discuss with the buyer the Value you bring to the table?
3. Take council from colleagues and external advisors and agree a pre-meeting strategy for the negotiations then PRACTICE.
4. Never give anything away without receiving something of equal or greater value in return.
5. Never enter a Negotiation without first providing your price and outline terms in advance, to anchor the prospect to a higher number and terms.
6. Where possible in high value deals do not include your sales people in Negotiations, as they will be emotionally involved in the sale and not objective.
7. Ensure everyone in your team have agreed in advance your trade-offs, your concessions, and your best alternative to a negotiated settlement.
8. You must be comfortable with silence and at most only talk 30% of the time, as the more you talk the more information you are giving away.
9. If it’s not Win Win then you run the danger of the prospect backing out or failing to implement your agreement, then the lawyers are the only winners.
10. Negotiation is between human beings, you must therefore be familiar with Human Psychology, DiSC, Neuro Linguistic and Programming.
Cómo construir un embudo de ventas de SaaS
1. ¿Qué es un embudo de ventas?
Un embudo de ventas es una secuencia de acciones, eventos o etapas por las que pasa un usuario antes de comprar un producto o servicio. Los embudos de ventas están diseñados para permitir a los profesionales del marketing seguir, registrar y optimizar el proceso de ventas para mejorar los resultados.
Puede obtener más información sobre nuestra formación en ventas de SaaS aquí.
2. Cómo construir un embudo de ventas de SaaS
Su embudo de ventas de SaaS es una parte esencial del éxito de sus aplicaciones. Si ofreces aplicaciones SaaS, uno de los pasos importantes que debes dar es crear un embudo de ventas repetible, escalable y rastreable.
¿Suena fácil? Pues piénsalo de nuevo. El embudo de ventas es el punto en el que muchas empresas de nueva creación que pasan a generar ingresos tienen dificultades y, en muchos casos, fracasan.
Antes de empezar a construir su embudo, merece la pena considerar en qué punto del recorrido de su aplicación se encuentra.
3. Las tres etapas principales del desarrollo de SaaS
Desgraciadamente, en el ámbito de las ventas nunca hay una solución única, y el punto de partida para construir un embudo de ventas de SaaS depende de dónde te encuentres, en términos de las tres etapas principales de un negocio de SaaS…
Estás en:
Fase 1: el inicio del viaje en el que el fundador y el equipo principal todavía están tratando de establecer el ajuste del producto al mercado.
Fase 2: en la que el fundador y los principales miembros del equipo han demostrado que el producto y el mercado encajan y que pueden implementar sistemas y procesos que otros pueden utilizar para vender.
Fase 3, el último obstáculo en el que se ha demostrado que el producto encaja en el mercado, se han identificado y probado los sistemas y procesos adecuados para escalar y ahora se está listo para escalar las ventas, centrarse en la adquisición de clientes y construir su MRR.
Las estrategias que utilice para construir un embudo de ventas de SaaS variarán en función de lo que haya aprendido exactamente en el paso 1 anterior.
Así que, a efectos de este ejercicio, supondré que se encuentra en el paso 1. Si todavía está luchando para construir un embudo de ventas en los pasos 2 y 3, entonces o se perdió algo en el paso 1 o algo ha cambiado que ha hecho que todo lo que aprendió en el paso 1 deje de funcionar.
4. Construya un embudo de marketing antes que su embudo de ventas
En cualquier negocio es importante que proporcione las condiciones óptimas para que su equipo de ventas tenga éxito. En el mundo del SaaS no basta con tener un gran sitio web, sino que se necesita un sitio web que:
a) se pueden encontrar sus productos y servicios en los principales motores de búsqueda: Google, Bing, Yahoo y YouTube
b) puede ser encontrado por los problemas que resuelve en los principales motores de búsqueda – Google, Bing, Yahoo y YouTube
c) puede convertir el tráfico web en clientes potenciales cualificados
Muchas empresas ignoran esto y se apresuran a crear un equipo de ventas salientes. El hecho es que cada potencial cliente potencial que su equipo de salida consiga interesar irá a su sitio web para hacer más investigación.
A menos que la experiencia en la web sea igual o mayor que la experiencia de los clientes potenciales con su equipo de salida, se desconectarán inmediatamente.
Para construir un embudo de marketing hay que crear “contenido convincente para el usuario”. Este es el contenido que el usuario busca activamente, no el contenido que su equipo de ventas y marketing quiere impulsar.
Su embudo de marketing SaaS es una parte esencial de su estrategia de ventas Inbound. Para hacerlo con éxito, tendrá que crear contenido de alta calidad en cada etapa del viaje del comprador, como se muestra a continuación.
El contenido debe contar sutilmente la historia de su marca y el éxito que ha aportado a otros usuarios. Convierte a tus primeros usuarios en los héroes, no en ti.
TOFU – Parte superior del embudo
La primera parte de su embudo de ventas, también conocida como TOFU, es la etapa de sensibilización del embudo. El cliente potencial es consciente de los problemas que tiene y está investigando soluciones.
Su sitio web debe tener un contenido que hable de estos problemas y que posicione a su empresa como los expertos en la materia. El contenido más popular aquí sería:
Guías de cómo hacerlo
Vídeos explicativos
Entradas de blog
Imanes de plomo
En esta fase, el cliente potencial está en modo de investigación, no de compra, y simplemente está recopilando información.
Es posible que su cliente potencial ni siquiera esté interesado en las soluciones en esta fase, ya que todavía está tratando de autodiagnosticar con precisión sus propios problemas. Es poco probable que su cliente potencial quiera hablar con ventas en esta fase.
Le recomendamos que utilice la automatización del marketing para hacer un seguimiento de los artículos/páginas por los que sus clientes potenciales entran en el sitio, ya que este es el problema que más les preocupa. Saber esto puede facilitar que el departamento de ventas tenga una conversación relevante con ellos.
También puede tener cierto éxito al involucrar al cliente potencial con chatbots en su sitio, sin embargo, muchos querrán permanecer en el anonimato en esta etapa.
Mitad del embudo
En la mitad de su embudo de ventas es cuando los clientes potenciales comienzan a evaluar soluciones específicas basadas en lo que aprendieron en la etapa 1. El contenido de la parte media del embudo incluiría:
Presentaciones
Demostraciones
Estudios de caso
En la práctica, habrán creado algún tipo de lista de proveedores potenciales, y luego profundizarán en los detalles de cada solución potencial.
En esta fase, es posible que el cliente potencial no se comprometa con usted, ya que a menudo simplemente está investigando en nombre de otras personas dentro de su propia organización y su prioridad sigue siendo la recopilación de información.
Parte inferior del embudo
Cuando su cliente potencial ha llegado al final de su embudo de marketing, en muchos casos ya ha “comprado” un proveedor o una solución en particular.
Han tomado su decisión en gran medida por su experiencia de la marca en la web, su mensaje de ventas y su capacidad para posicionarse no sólo como un líder de opinión sino como un líder de pensamiento que entiende sus problemas.
El contenido de la parte inferior del embudo incluiría cosas como
Precios
Cuadros comparativos
Testimonios
Comentarios
En el caso de las soluciones más sencillas y de menor precio, los usuarios están dispuestos a probarlas si se les ofrece una llamada a la acción (CTA), mientras que en el caso de las soluciones más caras y complejas, se dirigirán a las ventas.
La imagen siguiente muestra cómo un embudo de marketing sencillo se convierte en una cesta de la compra y cómo una venta B2B más compleja se convierte en un cliente potencial para ventas.
El éxito no radica en elegir el modelo adecuado, sino en construir su propio modelo basándose en los datos y en la prueba y el error.
La mayoría de los programas de marketing hacen un seguimiento del comportamiento de los usuarios en su sitio web y pueden utilizar la puntuación de clientes potenciales para alertar a los vendedores de cuándo es el mejor momento para ponerse en contacto de forma proactiva con los clientes potenciales.
Según nuestra propia experiencia, el momento es casi siempre demasiado temprano y un programa de nutrición de clientes potenciales bien definido es igualmente eficaz.
Para ello, debe incluir en su marketing al menos tres imanes de clientes potenciales diferentes que le ayuden a convertir a los visitantes de su web en suscriptores para poder mantener el contacto.
5. Publicidad para llenar su embudo de ventas
Muchas empresas llenan con éxito su embudo de ventas a través de la publicidad. La publicidad digital ha madurado hasta un nivel que permite un seguimiento y una presentación de informes significativos que le permiten, en cuestión de semanas, comprender cuál será su ratio de conversión y su CAC.
En primer lugar, abogamos por las “campañas de reorientación”. Esto es simplemente el proceso de colocar anuncios frente a las personas que ya han visitado su sitio web.
Los estudios demuestran que el retargeting es siete veces más eficaz que las nuevas campañas, por lo que lo recomendamos como punto de partida.
Esta estrategia funciona muy bien con una fuerte campaña de marketing de contenidos. El canal de adición más popular para B2B sería LinkedIn, sin embargo, a muchas empresas también les ha ido bien con Facebook e Instagram.
Ni que decir tiene que esto lo definirá su público. La publicidad puede utilizarse en embudos sencillos para impulsar las ventas y en otros más complejos para impulsar nuevas consultas para los representantes de ventas.
Las ventas más complejas pueden necesitar una secuencia definida en la que los usuarios hagan clic y se anuncien para recibir un lead magnet con un coste de 3 dólares por cada lead.
Si posteriormente consigue convertir el 5% de estos nuevos clientes potenciales, puede atribuir 60 dólares por venta de la publicidad a su CAC.
Se puede construir una secuencia o modelo rastreable a partir de cualquier actividad, no sólo de la publicidad. Por ejemplo, los eventos, los seminarios web y la televenta le permiten comprender qué actividades son las más rentables, no sólo para llenar su embudo, sino para convertirlas en pedidos.
6. Cómo construir un embudo de ventas de SaaS
Su embudo de ventas variará en función de su estrategia de ventas. ¿Vende su aplicación directamente o a través de socios? ¿En qué canales ha decidido centrarse inicialmente?
1. Identifique su perfil de cliente potencial perfecto. Esta es la versión de los representantes de ventas de un personaje de marketing. Incluye todo lo que incluiría un personaje de marketing, además de información adicional que ayuda a las ventas a entender y comunicarse a un nivel más profundo con el cliente potencial.
2. Construya su mensaje de ventas. Parte de la adecuación del producto al mercado consiste en comprender qué problema empresarial o personal resuelve su producto.
Según nuestra experiencia, los servicios SaaS más exitosos son las soluciones empresariales que resuelven problemas de negocio.
Una vez que entiendas cómo se relaciona esto con tu propio producto/servicio a un nivel profundo, puedes empezar a construir tu mensaje de ventas.
Son las palabras y el lenguaje matizado que ha demostrado que los clientes potenciales conectan con él. No basta con conocer su propio negocio y sus soluciones, sino que debe conocer a sus clientes.
Debe saber exactamente cómo su solución ayuda a su cliente a ahorrar dinero, a ganar dinero y a hacer su vida más fácil.
3. Campaña de generación de contactos.
Una vez que haya identificado a sus clientes potenciales y haya construido su mensaje de ventas, tendrá que empezar a trabajar en una campaña de generación de clientes potenciales.
Existen dos enfoques principales para la generación de clientes potenciales, a saber
a) Generación de clientes potenciales entrantes. Las campañas de generación de contactos entrantes son aquellas en las que el cliente potencial se pone en contacto con usted en primer lugar. Pueden rellenar un formulario en su página web, llamarle por teléfono o enviarle un correo electrónico. Para generar clientes potenciales de ventas entrantes tendrá que realizar algún tipo de creación de contenidos, campañas publicitarias, seminarios web, programas de referencia o SEO.
b) Generación de contactos salientes. Las campañas de generación de contactos salientes son aquellas en las que se llega a los clientes potenciales por teléfono, correo electrónico, correo directo, eventos o marketing basado en cuentas. Las campañas de salida significan invariablemente que tendrá que crear un equipo de llamadas salientes, lo que puede resultar caro.
La mayoría de las empresas de SaaS utilizan una combinación de inbound y outbound, sin embargo, casi siempre hacen hincapié en una más que en la otra.
A título orientativo, los servicios SaaS de menor coste y dirigidos a las PYME están orientados al marketing y tienen un enfoque predominantemente Inbound.
Los servicios SaaS que son más costosos y que se dirigen a organizaciones del mercado medio a la empresa tendrán un enfoque más dirigido a las ventas a través del marketing basado en cuentas.
7. ¿Cuáles son las etapas de un embudo de ventas de SaaS?
Las etapas de su embudo de ventas son simplemente una serie de pasos por los que se mueven sus clientes potenciales para realizar un pedido.
Estas etapas pueden variar mucho y no existe un embudo que pueda aplicarse a todas las aplicaciones. Aunque las etapas sean las mismas, el método con el que se mueve a los clientes potenciales a través del embudo puede variar.
Su embudo de ventas es un buen lugar para empezar a recoger datos con el fin de medir el rendimiento y hacer mejoras con el tiempo.
En general, los prospectos deben moverse a través del embudo de ventas tan rápido como sea posible – esto se llama el ciclo de ventas o la velocidad de la tubería.
Medir la velocidad a la que los prospectos se mueven a través del ciclo le permite identificar los bloqueos en su embudo y las áreas donde los prospectos se ralentizan.
En estos puntos “conflictivos” es donde debe buscar las mejoras.
8. ¿Cuándo debo hacer una demostración de mi producto SaaS a los clientes?
El momento de las demostraciones de aplicaciones SaaS dentro del proceso de ventas ha sido objeto de debate para muchas empresas.
Lamentablemente, la respuesta a la pregunta es “depende”. Muchas empresas hacen una demostración de su aplicación con éxito al principio del proceso de ventas, pero también hay muchas que hacen una demostración al principio y luego sus clientes potenciales desaparecen en el agujero negro del correo de voz y los correos electrónicos sin respuesta.
En resumen, cuanto más barata y sencilla sea la solución, más pronto se podrá realizar la demostración, y cuanto más cara y compleja sea la solución, la demostración deberá realizarse lo más tarde posible en el proceso de venta.
La realidad es que los empresarios y los vendedores tienden a apresurarse a hacer una demostración de su aplicación, con la esperanza de que la demostración convenza al cliente potencial para que se inscriba.
Incluso si el cliente potencial está cualificado y es adecuado, una demostración sin ningún tipo de diagnóstico del dolor del cliente potencial corre el riesgo de perderlo.
Su cliente potencial necesita saber que usted conoce y que entiende su mundo. Esto sólo puede lograrse mediante un interrogatorio inteligente y específico. Si quieres acelerar la venta, ralentiza la venta.
La demostración suele ser el mayor punto de apoyo de los vendedores y si la regalas demasiado pronto perderás el apoyo y, con toda probabilidad, el cliente potencial.
Como regla general, lleve la demostración de la aplicación lo más lejos posible en su proceso de ventas.
Las demostraciones cuestan tiempo y dinero, especialmente en el caso de las ventas complejas, en las que a menudo se requiere una demostración a medida.
Cualquier demostración a medida debe entregarse únicamente a los responsables de la toma de decisiones en el equipo de compra de los clientes potenciales. Si lo considera oportuno, puede incluso realizar dos demostraciones dentro del proceso de venta; no hay más reglas que la de que si funciona, hágalo.
La mayoría de los representantes de ventas cometen el error de utilizar esta parte del proceso de venta para explicar con más detalle las ventajas del producto.
Cuando lo cuentas no estás vendiendo. Utilice preguntas de sondeo inteligentes para que el cliente potencial le diga cómo la solución resolverá sus problemas empresariales.
Debe evitar hablar de las características que cree que son relevantes para ellos. Si no se descubre esto en la fase de descubrimiento del proceso de ventas, es intrínsecamente arriesgado introducir algo nuevo más adelante en el proceso.
En el caso de las soluciones más sencillas y de menor precio, se dará cuenta de que están dispuestos a hacer una prueba, mientras que en el caso de las soluciones más caras y complejas, se pondrán en contacto con un representante de ventas.
Para demostrar que han actuado con la debida diligencia, siempre hablarán con dos o tres posibles proveedores.
No se trata necesariamente de ganar a un proveedor por el precio, pero a veces necesitan validar ante el grupo de compras más amplio de su organización por qué tienen una preferencia.
Las pruebas de las aplicaciones también son una buena forma de conseguir que los usuarios se registren, sin embargo, el ratio de conversión de pruebas a cierre suele ser pobre en la mayoría de los casos de SaaS.
Dependiendo del precio, podría ofrecer una prueba gestionada, para que puedan evaluar su software mientras usted los gestiona más adelante en el proceso de venta.
Durante una prueba, el cliente potencial puede ver cómo le funcionará el producto en la práctica. Es importante programar el juicio con prudencia y asegurarse de haber acordado de antemano lo que sucederá si el juicio tiene éxito.
Hemos creado el gráfico anterior para tratar de explicar visualmente cómo podría funcionar esto para su organización.
Cabe destacar que en el ejemplo, la mayor parte de su CAC será el marketing, mientras que en el embudo más complejo sus costes incluirán el marketing, las ventas y la incorporación del cliente.
9. Ejemplos de embudo de ventas SaaS
Los embudos de ventas que aparecen a continuación son ejemplos. NO debe replicarlas a menos que se ajusten a su proceso de ventas.
Están diseñados para ser un punto de partida para aquellos que buscan desarrollar un embudo de ventas.
Como puedes ver en el gráfico, hay muchas alternativas a las etapas que van a conformar tu embudo de ventas dependiendo del tipo de embudo que estés creando.
Para los embudos puramente digitales podrías tener:
Página de aterrizaje de Lead Magnet – donde los clientes potenciales llegan después de hacer clic en su anuncio
Página de confirmación: confirma la oferta gratuita, la prueba o la compra
Página de venta adicional: donde los clientes potenciales tienen la oportunidad de añadir servicios adicionales o mejorar su nivel.
Página de pago – donde los clientes potenciales pagan por el servicio
Página de felicitación o de agradecimiento: en la que puede señalar a los clientes potenciales los pasos siguientes adecuados.
10. Métricas del embudo de ventas de SaaS
En lo que respecta a las métricas, creemos que éstas son las métricas y los KPI comunes de las operaciones de ventas con los que la mayoría de la gente está familiarizada. No hace falta decir que estas métricas son importantes y que debería registrarlas y elaborar informes sobre ellas.
LTT – Conversión de clientes potenciales en pruebas
Es el número de clientes potenciales que se han convertido en una prueba.
DCR – Tasa de conversión de demostración
El número de demostraciones que se convierten con éxito en la siguiente etapa del proceso de ventas.
TTS – Conversión de prueba a venta
Es el número de clientes potenciales de la prueba gratuita que se han convertido en clientes de pago.
LTV – Valor de vida del cliente
Es el valor total medio que un cliente gastará antes de abandonar el servicio. Irónicamente, esto puede ser más difícil de medir cuanto mejor sea su producto, ya que, si los clientes no se van, no sabrá cuánto tiempo se quedan y su valor total para el negocio.
Churn – Número de clientes que se van
Los clientes se irán y eso no siempre es malo. Si los clientes que se marchan se ajustan a su PCI (perfil de cliente ideal), entonces tiene un problema. Los clientes que se marchan y que no se ajustan a su PCI pueden estar liberando recursos valiosos que pueden gastarse en su PCI.
MRR – Ingresos recurrentes mensuales
Los ingresos recurrentes mensuales le dan una visión general de su éxito, sin embargo, es sólo una visión general y necesita mirar los detalles dentro de los datos para obtener una imagen más precisa.
ARR – Ingresos recurrentes anuales
Los ingresos recurrentes anuales ofrecen una buena visión general del negocio, pero al igual que el MRR, debes estudiar todos los datos para obtener una imagen más precisa de la salud de tu empresa.
Ciclo de ventas – El tiempo que transcurre desde el contacto inicial hasta el cierre del pedido
Suele ser corto para las soluciones más sencillas de menor valor y más largo para las ventas complejas a empresas. Por ejemplo, una venta a un banco de nivel 1 puede tardar 18 meses desde el contacto inicial hasta el cierre.
CAC – Coste de adquisición de clientes
Es importante entender cuánto le cuesta adquirir un solo cliente. En un mundo ideal lo descubrirías en las fases iniciales del negocio, cuando estás probando la propuesta de valor. Sin esta cifra es imposible poner en marcha los sistemas y procesos para escalar el negocio, ya que no sabrás cuánto puedes gastar en el marketing y las ventas.
Churn negativo –
El churn negativo es una poderosa métrica de crecimiento que indica que los ingresos procedentes de la venta adicional y cruzada de los clientes existentes superan los ingresos perdidos cuando los clientes se van.
11. Presentación de propuestas de SaaS
Después de la demostración final, nunca debes ofrecerte a enviar una propuesta.
Las propuestas cuestan tiempo y dinero, y si su cliente potencial está interesado , le pedirá una propuesta.
Si su cliente potencial no le pide una propuesta, eso le indica que no está interesado en trabajar con usted y que debe retroceder en el proceso de ventas para entender en qué se ha equivocado.
Cuando el proceso de venta se estanca, rara vez se debe a algo que hayas hecho mal en ese momento; lo más frecuente es que se trate de algo que hayas pasado por alto antes en el proceso de venta.
Asegúrese de que todas las ventajas del software les han sido explicadas con claridad y se han comparado con sus necesidades.
En la medida de lo posible, pida a su Caballero Blanco que le ayude a crear la propuesta y compruebe con él un borrador antes de enviar la copia oficial.
Antes de enviar su propuesta debe tener claro cuáles son los siguientes pasos si gana o pierde.
Sin esto, lo más probable es que te pases los próximos tres meses persiguiendo fantasmas en el buzón de voz.
12. Fijar el precio de sus contratos de SaaS
Muchas empresas ofrecen precios limitados o no ofrecen ningún precio en su sitio web porque no quieren que sus competidores vean sus precios, o porque piensan que eso ahuyentará a los clientes potenciales.
Debe estar orgulloso de su precio y del valor que aporta. Deje que la competencia le rebaje y que emplee todos sus recursos en negocios no rentables.
La gente rara vez compra la solución más barata, así que permita que sus clientes potenciales le rebajen el precio.
Si todavía le preocupa que los precios aparezcan en su sitio web, piense en cómo se siente cuando está investigando una solución que le interesa y descubre que la página de precios está llena de POA.
Si eres como la mayoría de la gente, esto te resulta realmente molesto y pasas rápidamente al siguiente proveedor potencial.
Por último, otra de las ventajas de mostrar con orgullo sus precios es que excluye a todo aquel que no esté dispuesto a invertir a ese nivel.
Esto puede ahorrarle mucho tiempo y recursos con clientes potenciales que simplemente tienen un nivel de presupuesto diferente.
Existen numerosas estrategias de fijación de precios a su disposición, sin embargo, según nuestra experiencia, lo único que está garantizado es que usted cambiará sus precios.
Como regla básica, si sus precios son demasiado elevados para un contrato a corto plazo o una prueba de pago, es posible que el cliente potencial no experimente todas las ventajas del software antes de que el contrato llegue a su fin y decida no renovar.
En la medida de lo posible, debe recompensar a los clientes potenciales durante el periodo de prueba por añadir información y utilizar el servicio.
Por ejemplo, ofrecer una prueba más corta e incentivar a los usuarios si completan la configuración de su perfil/cuenta.
Ofrezca un periodo adicional gratuito para animarles a utilizar el producto, por ejemplo, si cargan datos en el sistema.
La idea es “embarcar” a tus nuevos usuarios paso a paso y hacer que tu producto sea lo más pegajoso posible.
Si el cliente potencial quiere seguir adelante, debería utilizar contratos con firma digital para acelerar el proceso de venta.
No envíes nunca contratos por correo electrónico ni enlaces a contratos digitales, ya que pueden ser fácilmente ignorados.
Consiga que el cliente potencial se ponga al teléfono y hable con él sobre el contrato. Una vez que hayan aceptado todo el contrato, simplemente pídeles que firmen mientras los tienes al teléfono.
De este modo, usted mantiene el control del proceso de venta.
13. Por qué el embudo de ventas es tan importante para los proveedores de SaaS
Muchas empresas han fracasado después de esforzarse por implementar un embudo de ventas. El marketing y la venta de productos SaaS pueden ser increíblemente difíciles, y es probable que sus clientes objetivo ya estén abrumados con las ofertas de los proveedores de software de la competencia.
Piensa en qué parte del presupuesto existente de los compradores vas a ganar ingresos. ¿A qué competidores directos o indirectos les quitará presupuesto?
Es posible que compita con algunas de las marcas más grandes y poderosas del mundo que ofrecen soluciones genéricas a los mismos problemas que usted resuelve.
Esto significa que debe ofrecer algo distintivo que sus clientes realmente requieran.
Un estudio de CB Insights afirma que el 42% de las nuevas empresas de SaaS fracasan porque ofrecen productos que sus clientes no necesitan.
Es esencial convencer a los clientes potenciales de que su software ofrece un valor real.
14. Gestión de las expectativas de los clientes potenciales
La creación de un embudo de ventas consiste en construir un recorrido desde el visitante de la web hasta el suscriptor, pasando por las demostraciones y los recorridos y terminando con la firma del contrato.
Su embudo de ventas debe hacer hincapié en cada una de las etapas clave por las que pasarán sus clientes potenciales en su camino hasta llegar a un acuerdo.
Sea abierto, franco y comparta las etapas del proceso por adelantado con sus clientes potenciales.
Debe prestar mucha atención a cualquier punto de fricción que pueda producirse a medida que sus clientes potenciales se desplazan por su canal de ventas.
Esto le dará la oportunidad de realizar mejoras en su embudo en el futuro.
Lo más importante es que registre todos los datos de su embudo de ventas.
Esto le ayudará a tomar decisiones basándose en hechos y no en sus instintos. Puede llevar tiempo que su embudo de ventas sea totalmente eficaz, y es posible que tenga que hacer varios ajustes antes de tener un embudo de ventas realmente optimizado.
Muchos clientes no tienen una idea clara de lo que necesitan cuando se encuentran con usted por primera vez. Proporcione soluciones, no sólo productos, ayudando a los clientes potenciales a establecer la conexión entre ambos.
También es cierto que los usuarios suelen comprar lo que quieren y no lo que necesitan.
Por eso es tan importante hacer preguntas específicas para poder determinar con precisión cuáles son sus necesidades y así poder posicionar su software de la manera más favorable.
Estas preguntas también le indicarán lo cerca o lejos que están de tomar una decisión.
15. El auge de las soluciones SaaS
Parece que todo en el mundo está ahora impulsado en línea por las aplicaciones SaaS. Desde Netflix y Amazon Prime hasta LinkedIn y Microsoft M365, ahora estamos rodeados de soluciones SaaS de una u otra descripción.
Desde el punto de vista financiero, SaaS tiene sentido, ya que evita un gran gasto de capital por adelantado y reduce el riesgo de la solución.
Al fin y al cabo, si no funciona, lo normal es que sólo esté bloqueado un máximo de 12 meses. Otras ventajas de SaaS son que normalmente se despliega rápidamente y no requiere mantenimiento por parte del cliente.
Las actualizaciones suelen ser automáticas y, por lo general, se ofrecen a los clientes niveles de servicio garantizados.
Las copias de seguridad y la recuperación de datos suelen llevarse a cabo en nombre del cliente, para que pueda centrarse en lo que mejor sabe hacer, con la seguridad de que todo lo gestionan los propios desarrolladores de software.
Lockdown ha puesto el turbo en el SaaS
El trabajo a distancia estaba en auge incluso antes de la pandemia, por lo que el hecho de que los productos SaaS permitan a las personas trabajar y colaborar desde cualquier lugar sólo ha servido para que el SaaS se integre aún más en nuestra vida cotidiana.
Hay miles de nuevos productos SaaS que se están desarrollando en todos los países del mundo, por lo que la competencia es feroz; sin embargo, no parece que el apetito de los consumidores y las empresas por las soluciones SaaS tenga fin.
Un embudo de ventas coherente podría ser la diferencia entre que su producto sea un éxito viral o que se vea obligado a volver a la mesa de dibujo.
10 Reasons Why Sales Training is Important
Here's the short answer
Why Sales Training is Important. Sales Training is important because sales provides revenue which is the lifeblood of business. A well trained sales team will outsell your competitors and build relationships for future business. We would never hire a Lawyer, Accountant or Trades person if they hadn’t been trained and sales is equally important.
Why Sales Training is Important
Salesmanship training can benefit your business in a myriad of ways. Chances are you have a great deal of competition to gain an edge over, and sales training can help with this.
In many cases products and services can appear similar to customers and often when this happens companies try to compete on price.
Rather than try to compete on price in Business to Business sales people still buy from people so it makes more sense to have a well trained sales force than simply keep discounting your selling price.
Regardless of the advances in technology and social selling B2B sales is still a people to people activity and an experienced sales team can help you develop more leads and convert more prospects into customers.
There’s a new way to deliver sales growth…
Don’t buy Sales Training until you’ve watched this video…
1. Return on Investment
Businesses across sectors invest vast sums of money into sales training each year, seeing exceptional returns on their investment.
As an example, when a salesperson learns how to sell without discounting their price, they can use this skill for the rest of their career.
Most companies recover the cost of training between 1 month and 6 months after completion. The time is largely dependent on the profitability and volume which is unique to every business.
2. Changes in your Market.
The internet has and continues to create huge changes in the way people and companies buy which makes the continued upskilling of your salespeople more important than ever.
All markets are dynamic by nature and training is an important part of keeping your salespeople up to date.
Changes in technology, legislation, customer needs, all serve to make you and your business less relevant unless you change with them.
Salespeople form a vital conduit between the customer and the business feeding back these changes to the business.
As a simple example, the use of Social Media in selling has now become a critical sales skill in modern selling.
3. Building Brand Loyalty
Most sales professionals will connect with your customers and clients not only on a business level but a personal level too.
They can help you strengthen your credibility and position you in the eyes of your customers as Thought Leaders in your industry.
Sales Training helps your sales team accurately diagnose the root cause of your customers’ business pains and circumstances before offering solutions that match their requirements perfectly.
The better your customer experience is, the more likely it is that those customers will return to you to purchase more products and services, time and time again.
The vast majority of sales decisions are based on how much trust customers have in a brand and salespeople are an extension of your brand.
4. Business Growth
It’s simply impossible to grow any business unless you grow the people in the business. In it’s simplest terms every business has a strategy to grow.
A large part of that strategy will involve sales and unless your salespeople are trained then they may struggle to execute your strategy.
As an example, part of your growth strategy may be to start selling to larger companies. The sales strategy, tactics and skills required for this can be very different from selling to SMEs.
Quality sales training and coaching can give your team the knowledge that they need execute you growth strategy and take your business to the next level.
Technological advancements mean companies now need to do so much more to engage with their customers than before across multiple platforms.
This means queries need to be met with swift responses and pre-sales support needs to be easily available.
5. Optimise the Customer Experience
If a customer has a bad experience with your brand, there’s a big chance they will let others know about it and in the worst case use social media to tell everyone.
Whilst customer experience (CX) was once exclusively the domain of Account Managers companies have expanded their CX to include the very start of the sales process and the very end in the hope of converting existing customers to high value brand ambassadors.
Whilst more common in B2C more and more B2B companies have developed bespoke programmes to optimise the customers experience journey.
With the lifetime value of B2B deals worth considerably more than B2C ones, it’s no surprise that sales training in this area has become more and more relevant.
One customer’s horror story can quickly go viral and impact on your industry reputation. This is why sales training is important to your sales team to help them communicate quickly and effectively whilst resolving issues as soon as they arise.
Customers are also likely to let others know if they have an incredibly positive experience when dealing with your brand.
This can generate much more interest in your website, products and services. Sales training is important for any brand that wishes to improve and deepen its relationships with its customers.
6. Knowledge is Power
Sales training can also give your team a richer understanding of your products, services and the industry they serve.
The more your sales team know about what you do and what you sell, the more effective they will be when informing others and positioning your brand.
Prospective customers are unlikely to be swayed if the sales rep they’re talking to lacks sufficient knowledge about your company, products and services.
The best sales training tells your team how to sell from within the context of your brand, makes them more knowledgeable about your history and the benefits your products offer to your customers.
In B2B, sales training isn’t just about learning how to answer your prospects questions. What’s much more important is learning the right questions to ask.
The modern sales professional is as much a detective hunting down answers than simply answering the prospects questions.
At the most basic level, have you set a budget aside for this project yet, who else is involved in the purchasing decision, what timeline do you need your solution in place by?
These are all important questions that B2B companies need answers to before even qualifying a sales opportunity.
7. Learning from Mistakes is Expensive
Unfortunately like every other profession and skill in B2B sales mistakes can happen. These mistakes can be painful and expensive.
Sales training and coaching is there to reduce the mistakes and help salespeople learn from them.
One mistake repeated once a month over the course of a year is an expensive way to learn, when an experienced sales trainer and coach could help the sales team avoid the mistakes in advance.
Whilst failure can be costly in sales what’s worse is the often debilitating effect it has on salespeople who don’t understand why the mistakes are happening or what they can do about it.
Most training programmes will help the sales team develop guides on best practice that can be shared to make sure the same mistakes are not being repeated across the organisation.
We’ve developed our own best practice guides over the years and made them available in our Sales Playbook which you can download for free here.
8. Versatility and Flexibility
No two businesses are the same, and even when businesses may appear similar, the needs of the business and the buyers can be hugely different.
Sales training helps sales professionals adapt their approach when working with different types of industries, businesses and buyers.
Sales training improves communication skills in a way that helps your team enhance their relationships when working with people both internally and outside of your company such as those with different DiSC profiles.
Training can also help your team turn unhappy customers into satisfied ones, allowing them to overcome obstacles more effectively. Given the Lifetime value of clients in B2B this is hugely important.
9. Increase Leadership Skills
Sales training can also help you boost leadership skills within your company as it helps people become more effective communicators and teaches them to think more strategically.
In addition to increased knowledge and skills an often overlooked and reason why sales training is important is the increase in personal confidence it provides.
Confidence in B2B sales is crucial part of success given the number and variety of differing scenarios salespeople can find themselves.
From simple 121 discussions in the boardroom through to delivering presentations to large groups of people from a stage, confidence is a key ingredient of the success of every sales person.
Training helps your team to understand your colleagues needs which is an important part of teamwork.
The best sales training courses enable delegates to develop high-quality communications skills that are essential for leadership roles.
10. Building Resilience in your Sales Team
Salespeople who have undergone sales training are more likely to become more resilient in the face of adversity.
Whilst rejections can hinder performance, trained sales professionals can overcome rejection and become more effective at winning customers over.
In sales you will always receive more No’s than Yes’s and to survive, let alone thrive in sales, it’s important to have skills and coping strategies to deal with this.
The excitement and highs of winning big deals inevitably come with the downs of losing large deals.
Whilst it’s important to always reflect after a loss, all to many times salespeople become overly self-critical and take the rejection and loss personally.
This kills confidence and in the worst case forces good people who could be succesful out of the industry, as they never had the support they needed to succeed.
Sales training is an important part of building resilience which will repay many fold when the business is confronted by the inevitable recession, lockdown or other crisis that is sure to come at some stage in the future
In Summary
When you evaluate all 10 points we’ve raised you will see Sales Training is important and an integral part of the growth of any business.
It’s also worth noting the importance of sales and marketing working together and breaking down any silos.
Sales and Leadership is all about taking action and that’s why sales training is so important. In addition Sales Management training is equally important has training a sales reprsentative.
There will always be a million reasons not to invest in training, however, sales are unlikely to improve unless you take action.
If you haven’t invested in sales training recently, it may well be time to take action. Klozers have a wide range of the best sales training programs available for delivery both in person and live online.
How to Sell to BIG Companies
How to Sell to Big Companies
Discover how to Find, Kloze and Grow Large Enterprise Accounts
Next FREE session – Tuesday 2nd Feb 2021
We’ve got all the templates & tools to make it easy for you
How to Sell to Big Companies. In order to sell to big companies you need to first create a shortlist of targets that meet your perfect prospect profile. Next, focus all your sales and marketing resources to research and create a unique sales approach for multiple contacts within the big company you are selling to.
What’s Inside
SESSION 1
The WHO
Introduction to Enterprise Selling
Selecting the right targets
Segmenting your accounts
Mastering the complex sale
Prep for Session 2
Get this session FREE
SESSION 2
The WHAT
The Door Opener
Right content, right contact, right time
How to write persuasive copy
The cadence of big account selling
The profitable, easy to deliver and replicate offer
SESSION 3
The HOW
What to say to Big Companies
How to control the sales conversation
The Contact Plan
Listen & Learn LIVE over the coaches shoulder
Your personal Action Plan
Course Author
Iain Swanston
Founder, Klozers
After 35 years in B2B sales Iain just loves solving sales problems.
If you’ve ever attended one of his live events you’ll know, even during the breaks and after the event he always likes talking about sales. Iain is an Author, Speaker & our Lead Sales Coach.
Iain is on a mission to make sales easier for B2B companies and their salespeople.
“In the short time I’ve been working with Klozers I’ve used his guidance to develop positive new sales activities, techniques and a mindset that has significantly helped my sales confidence. As a results I’ve already seen excellent performance benefits that are directly attributable to working to the coaching.”
Alan Wood
Scotland Director
Salesforce Marketing Cloud
“This was my first ever sales training and genuinely still the most pertinent in my sales career. Iain taught us how to take leads through the sales journey from lead to opportunity to closure, I still use these skills today and encourage my colleagues to do the same. My earnings have more than doubled since Iain gave that pertinent training and his latest blogs have been shared internally between our sales and marketing teams as the advice rings true to what we are currently working on as a department”
Lynne Hall
Strategic Accounts Manager
E-On Energy
“My coach was really flexible and was happy to talk in between my scheduled coaching slots, especially when I had burning questions and needed support fast. The debriefing calls we had after my sales meetings not only helped me understand where I could improve, they also gave me the right words to say, in the right sequence and at the right time.“
Elliott Boll
Enterprise Learning Consultant
Docebo
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your first session FREE
Get all the templates
you need to sell more now
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Get the coaching you want, when you want it, at your desktop
“The first session was full of useful and practical sales information. I took so many notes and have come away with exercises I will carry out to help further clarify our approach to sales. I would highly recommend”
Rebecca Pick
Founder
Pick Protection
“Great training session with so much information packed into an hour. Looking forward to completing sessions 2 and 3. “
Max Anderson
Director
SuperBot Experts
Very insightful content from Klozers this afternoon. Thank you Iain Swanston for the invite to attend. This shall be hugely beneficial for our business moving forward and I am looking forward to putting my learning into practice
Laurie Wilson
Regional Sales Manager
CMP Products
Learn How to Sell to Big Companies
If you are new to sales at some stage you will want to learn how to sell to big companies. It’s common for most ambitious sales people and businesses, yet this can be a challenging or even, a near impossible experience.
For example, finding the right people to talk with (yes there will also be more than one decision maker) can be like finding the proverbial needle in a haystack, and then trying to coordinate all these decision makers can be like herding cats.
The longer sales cycles that inevitably arise from having multiple decision makers in a complex sale, then frustrate most sales people as time drags on.
The large revenues that Enterprise sales can deliver, more often than not, prove so elusive that the salespeople give up and focus on smaller opportunities, they know they can convert.
However, in some circumstances it can take the same amount of sales resources to convert a small opportunity as it does when selling the same product or service to a big company, so don’t give up just yet.
Learn More, Sell More, Earn More
How to Sell an Idea to a Big Company
Maybe you don’t have a product or service but instead you have an idea that you want to sell. It’s the sames process and the fact is, it is possible to sell to big companies and large enterprise organisations, although it does need a slightly different approach.
The first FREE 60 minute session in this course walks you through the preparation and planning required before you approach big companies.
When you sell to big companies you may also need some additional sales resources that are not as commonly used when selling to smaller organisations, such as a Business Case, a Cost Benefit Analysis – don’t worry we’ve got templates you can use for all of these.
If this sounds like lots of work, then Yes it is, and because of this many companies will not rely on any one individual, instead they will work as a team to win large accounts. Part of that team should include Marketing in order that you can target the right people in the buying organisation, with the right messaging, at the right time.
Run the sales campaign as a mini project with scope, roles and responsibilities, costings, objectives and milestones. Needless to say that it usually makes sense to be targeting more than one big company if you are going to do this professionally, but don’t make the mistake of having too many, as the campaign can then turn into a marketing initiative which by their very nature are more generic.
The key to success is that all the messaging must be bespoke and relevant to every target which takes time, which is time that you won’t have if you have too many targets. Again this course covers everything you need.
Before you start selling to big companies there are however two important considerations you should address as follows:
1) Does your company have the capability to successfully deliver a project on the scale that a big company will require?
In most cases you will only get one chance to sell to a big company and delivering success for your first big company will also give you a reference point that will help you sell to other big companies.
2) Does your company have the financial resources required to sell to a big company?
If you buy materials in January to create stock for February and have agreed 90 day payment terms this means you have to run 150 days without being paid. Some small businesses are not sufficiently funded to do this, so be careful what you wish for.
Selling to big companies can transform your business, but like most things in life that are worthwhile it’s usually not easy and doesn’t happen overnight, but it certainly can be worth it.
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your first session FREE
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need to sell more now
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The Definitive Guide to Sales Training
Introduction
We’ve written this guide based on the most common questions we are asked by companies considering purchasing Sales Training, those who have bought sales training from us, and those who are considering implementing their own sales training programmes.
Our goal is to give you as much information as possible to make an educated decision on Training for you and your business.
If there are any questions we have missed then please leave a comment below and we will add them in for future visitors.
Sometimes the answers to these questions may lead to other questions which are unique to your situation and if that’s the case you can reach us via the contact page.
Related Content on Sales Training
Bespoke Sales Training and Coaching
Group Sales Training and Coaching
Enterprise Sales Training Course
Advanced Sales Training Course
Sales Training for Unemployed Salespeople
Sales Training Programmes for Entrepreneurs
Sales Training and Coaching for Consultants
Discovering Why Sales Training Fails
Sales Training for Exhibition Sales
Sales Training Courses in Bristol
Sales Training Courses in Liverpool
Sales Training Courses in London
Sales Training Courses in Manchester
Sales Training Courses in Scotland
Sales Training Courses in Birmingham
Sales Training Courses in Northern Ireland
Sales Training Courses in Newcastle
Sales Training Courses in Leeds
Sales Training Courses in Bournemouth
Sales Training Courses in Southampton
Sales Training Courses in Milton Keynes
Sales Training Courses in Cardiff
Sales Training Courses in Sheffield
1. Sales Training Prices
How much does Sales Training Cost?
We have an open and transparent pricing policy and you can view the prices of all our sales training programmes.
Larger organisations can make savings by volume purchasing and Facilitator costs are between £3,500 and £15,000 per day, however, in most cases they will restrict class sizes to circa 15 to maintain a good learning environment.
As most companies move away from Impact Training (one-day events with no follow up) more and more companies are adopting a longer-term approach to developing their salespeople and using regular weekly and monthly sales training and coaching sessions.
Is Sales Training Effective?
As a minimum, the follow-through would include sales coaching but may include further training and personal development.
If you consider the Sales Reps are in effect learning new skills for life as long as the training is relevant, well delivered and receives follow through training easily delivers a strong ROI.
2. Designing Sales Training Programmes
What is Sales Training?
Sales Effectiveness can be measured in many different ways, however, the main KPI’s may include Total Sales, Cost of Sales, Sales Margins, Sales Conversion ratios, Length of Sales Cycle and Lifetime Customer Value.
Training may include Skills Training which can also be referred to as Sales Competencies or Learning Competencies. These refer to the practical activities that salespeople undertake on a regular basis. This could include skills such as Prospecting, Rapport Building, Active Listening, Questioning & Planning.
What is a Sales Training programme?
Training programmes often include a number of sales training courses that form part of the wider training programme.
What is a Sales Training process?
An example of this would be when a new person joins a company they will go through a Sales Training Process that may include training on the company’s history, products and services, target markets, case studies, skills training and sales management training.
The sales training process often needs to be flexible to allow learners to join at different points in the process and allow them to progress at different speeds which is called self-paced learning.
What Sales Training ideas do you have?
Training ideas are the start of the learning process as they need to be developed into structured programmes with learning objectives and learning outcomes that can be assessed and measured.
If the Training is not needs-based then there is a real danger that the training will have no relevance to the Salespeople. When this happens learners switch off and even important components within the training are missed.
How do I create a Training curriculum?
We recommend:
1. Identifying the Sales Competencies required for success in the Sales role from a business perspective
2. Identify the sales competencies that make your Top sales performers stand out
3. Prioritise the competencies based on your KPI’s for success
4. Understand what Best Practice is for each Competency in your organisation and document it
5. Create appropriate learning content with learning objectives and measurable outcomes
6. Train Salespeople on the Sales Competencies and measure the outcomes
7. Use Sales Managers and Top Performers for follow-through coaching that reinforces the training.
8. Link financial rewards to learning goals as much as revenue goals
What Training Competencies should I consider?
1. Finding new customers
Why Prospects Buy, How to target prospect, Making Cold Calls to Prospect, How to Uncover Business Pain, Uncovering Where Prospects See Value, Using Social Media to Sell, Building a Personal Brand, Qualifying Sales Tenders, Listening Skills
2. Closing new customers
Building Trust, Consultative Selling Skills, Handling Stalls & Objection, Maintaining Sales Pipelines, Differentiating your Products and Services, How to Beat your Competition, Selling Value Not Price
3. Growing existing customer revenues and
Selling through Customer Service, Key Account skills, Maximising Meetings with Prospects, Preparing for Sales Negotiation
4. Development or Learning Goals
Managing Personal Time, Improving Self Performance, Understanding Human Behaviour, Leading Others, Coaching and mentoring, Mindset
The relevance of each Sales Competency can be different from one business to another and one industry to another however the main competencies we work with are
Will you help us design our own Bespoke Sales Training programme?
Who needs Sales Training?
In reality, anyone who has contact with customers, whether that be via chat, phone or face to face can benefit from Training. More and more companies are asking for formal training as part of the interview process, as they only want to hire new salespeople who can hit the ground running so to speak.
Changes in Buyer behaviour means that where previously customers were served by humans either face to face or telephone are now purchasing the same products and services by shopping carts online. If anyone in Sales wants to future proof their career they should invest continuously in themselves.
Do you provide Learning Management Systems?
There are many LMS applications to choose from that have different features and if you have specific requirements you will need to undertake some research. For most companies over 80% of their LMS requirements can be met with Microsoft applications that they are already paying for.
We use MS Teams as the base platform which we customise to include Needs Analysis, Sales Playbooks, Training Courses, Learning Assessments, Coaching Programmes and Content Management Systems.
What Different Sales Training methods are available?
1. Self Study. As a training method self-study is difficult to measure in terms of effectiveness. Without any design or structure or support there will be a limit to how effective this method is however all training and learning is good training so this should not be discounted.
2. Role Play. This is not always popular, however, when Roleplay sessions are designed and conducted well they are not only very powerful, they are also enjoyable for the participants. Roleplay continues to be the most effective way to build the muscle memory required to make real changes in sales behaviour.
3. Observation. Many companies monitor and record telephone calls to ensure Salespeople are following their sales process and complying with any regulatory requirements. For Field Sales Teams “ride-alongs” whereby a Sales Manager or Sales Mentor accompanies a Sales Rep to observe and provide feedback.
4. Workshops. Sales Workshops are a great way to facilitate peer learning amongst your Sales Team however their success lies in the design and facilitation of each session. Workshops are usually focussed around a single topic and would last between 1 hour and 1 day.
Training Courses. Despite the move away from Impact Training, Sales Training courses are still a powerful sales training method. In most cases training courses are now highly interactive, activity-based sessions that engage and inspire learners.
5. Self-Directed Sales Training. When people have ownership of anything they tend to have a higher rate of engagement so allowing Sales Teams to Self Direct and in effect choose their own training can be very powerful. In order to be effective Self Directed training needs to have a framework that guides and challenges learners.
Sales Playbooks. Sales Playbooks are digital repositories that contain everything on how and organisation sells. The “Books” are divided into chapters that contain different information such as products and services, sales plays, the companys sales process, product and service information, technical data, case studies and testimonials. Playbooks are great tools that every organisation should have.
3. Types of Sales Training Available
What types of Training programmes do you offer?
1. Online via our Learning Portal
2. Open Courses, where anyone can attend from any company
3. In-house Courses where we deliver courses exclusively for one organisation
4. Bespoke Sales Training programmes where we co-create learning content with you
Once you have chosen your course delivery type sales training programmes are further categorised by their content:
Product Training & Sales Skills Training.
In terms of Sales Skills Training the most popular skills bases sales training programmes are:
1. Telephone Sales Skills
2. Key Account Management Training
3. Consultative Selling Skills Training
4. Sales Management Training
Many Training programmes now include an element of Sales Coaching to ensure follow-through which makes every training programme more effective.
Do you provide Online Sales Training?
The most common area for this is the adoption of online training as part of a Sales Enablement system which are one-stop repositories for everything connected to sales inside an organisation.
Online Training is also widely used for onboarding new salespeople, both graduates and experienced salespeople as it allows them to quickly learn the fundamentals of selling within that organisation without tying up more senior salespeople to deliver this.
We provide Online Training both as a stand alone service and to compliment and support our face to face delivery. Our training programmes are delivered via Microsoft Teams and prices start at £97 + VAT
Do you provide Training courses for beginners?
You can’t teach someone how to make a pot without at some stage, them getting their hands dirty and practising on a pottery wheel. Selling is a hands-on activity that needs to be learned on the job.
Do you provide Sales Training Videos?
They are especially helpful for Remote training and coaching and really lend themselves to product, process and technical training. Whilst it is possible to use video for Skills training it can be difficult to include every context and therefore needs to be used as part of a wider blended learning programme.
Do you provide Sales Webinars?
Our webinars include the facility to ask the presenters questions and in most cases these webinars can be recorded and accessed offline.
These can form the basis of a lunch and learn where you need to stimulate a conversation around a particular sales topic.
Do you provide PPT (PowerPoint) presentations on your Training?
Blended learning is an approach to training that includes a mix of different content such as Training PPT’s and quizzes, worksheets, templates, guides and most importantly, activities and interactions with the sales trainer and their peer group.
Furthermore, studies have shown that people learn and retain knowledge and skills more by doing than training. This is more relevant in Sales than most other topics.
Do you provide post course support for Training?
Do you provide Sales Coaching?
5 Easy Ways for Using MS Teams for Sales
There’s a new way to deliver sales growth…
Don’t buy Sales Training until you’ve watched this video…
In this article we will cover...
Using MS Teams for Sales
We’ve previously written about how we use Microsoft OneNote for Sales Management for everything from recording meeting notes through to online sales coaching and training and sales playbooks. We are big fans of OneNote, but what really turbocharges OneNote for us, is the ability to create, store, access and use inside MS Teams.
With so many people now using MS Teams from home Teams has gone from a Business product to a household brand that everyone can use. Unlike its competitors that lack the Enterprise level of security, MS Teams has multilayered security allowing users to configure Teams to bring sales prospects, customers and employees all together. In some cases that might not be appropriate, however, in many cases we help our clients configure Teams so they have:
- Using the Public Access feature to deliver Live Events & Sales Webinars for Lead Generation
- Using Group Access to position your business as an Industry thought leader
- External Company access for Sales Prospects to take them through a Complex Sales Process
- In house access where Teams for Managing Sales Opportunities, for example, collaborating on Tenders
- In House access where Teams is used as the “host platform” for a Learning Management System based on OneNote, MS Forms, Planner, Yammer, Stream, To Do, Calendar and My Analytics or even third party apps like Moodle.
Let’s take a closer look at each of these scenarios and see why using MS Teams for sales makes so much sense.
1. Public Access for Live Events using MS Teams for Sales
Every business needs new customers and the Live Events feature inside Teams allows you to create and run events open to the public as part of your Lead Generation Programme. Over the years we have found that many Salespeople struggle to pick up the telephone and make sales calls.
Some even struggle to send emails and LinkedIn connection requests because they are introverts and don’t want to face the possible rejection that comes in sales. We’ve found that create FREE high-value Events are a great way to overcome this because most Salespeople are much happier calling or emailing a FREE invitation. The reality is Events are a great way to position your business, raise awareness and start conversations with prospects.
If you’re struggling with ideas on what High-Value event you could deliver think about what’s relevant and what’s current. Are there changes in Legislation surrounding your industry? Are their new trends in your industry?
If you’re still unsure look up your Industry News site and run a Live Event on the topic they are headlining with. If you don’t know anything about the topic find the expert source that the News article referenced and interview them for the Live event using questions from the attendees.
ENABLING THE LIVE EVENTS FUNCTIONS INSIDE MS TEAMS
If you are planning on using MS Teams for Sales, the Public Access feature may not be available or switched on in your companies current MS Teams platform. If Public Access is not available then you will require a user with Admin Rights to switch this feature on from inside the Teams Admin Centre. Once Inside the Admin Centre you should look for the Meetings section and from there the Live Events policies. Please check the video for easy to follow directions.
The notes not only help us remember what was said and what next steps need to be taken they are great for referring back to when we send a “Thank you for meeting me email” with a summary of the notes and if we need to create a proposal or presentation later in the sales process.
If you are in the Admin Centre it’s worthwhile using the additional features in Teams to customise your Meeting Invitations:
Your Company Logo
Your Legal T’s and C’s
Your Support Contact for the Event
Your Company strapline in the Footer
These are then displayed whenever a recipient opens their Meeting Invite.
We should point out we’re not a Tech Channel so here are the links to Microsofts’ own guide to making these changes.
Getting started with Microsoft Teams Live Events
Setting up Live Events in MS Teams
Once you have Live Events configured you can create your own Event from inside teams by clicking on Calendar and then use the drop-down menu to access the live events option.
From here you can then add the Meeting Title and all the details. Next, simply copy the link and insert it into your emails or lead generation campaigns.
2. Group Access for Sales using MS Teams
Whereas Public Access in MS Teams is a great platform for Live events, we recently configured Teams for a client who wanted a Channel to communicate with a specific industry that was going through huge changes with the Pandemic and needed a platform to talk to them.
They invited over 350 customers and 450 prospects into Teams and are delivering weekly updates to an entire industry. They are now seen as thought leaders in the industry and it’s a great way to start conversations that lead to relationships that lead to sales.
You can use the same strategy and use MS Teams to create a platform so that you can talk to your industry.
You could deliver updates on new laws and regulations, industry trends and insights, interview industry thought leaders and invite your customers to talk about their businesses and experiences.
We would, however, warn against overtly selling in these types of communications as the minute the audience believes they are being sold to, they will start to drop out and the Channel will wither.
3. Company Access for Sales Prospects inside MS Teams
In B2B Sales it’s increasingly difficult to reach all the decision-makers in the Sales Process. In many cases they send a “Scout” to find information not available on your website and do all they can to keep Salespeople at a distance throughout the buying process.
What these buyers want is information and in most cases a quote or proposal and when they have it they immediately cease all contact. This can be a huge waste of time and money for the selling organisation as tenders become more and more complicated, needing multiple people in the way of bid teams to respond. If you’re not sure if this is happening to you simply check back through your CRM and you’ll see that many deals stall immediately after the prospect receives the pricing and information they need.
There is no easy way around this however what’s working for our clients is offering limited information up-front and then holding back until the other Decision Makers engage. They do this by re-framing the sales opportunity as a project and using Teams as the “Project Management Portal” to gather the needs of all the “stakeholders”.
This brings the buyers out and allows a controlled release of the information in exchange for engagement. This doesn’t work on every deal however it very quickly “smokes” out the genuine buyers from those just using the Salespeople for pricing.
An additional benefit of this approach is the Sales Team can invite Pre-Sales, operations, delivery teams and aftercare teams to the Teams Channel in the solution forming phase of the sale which can provide a richer sales experience for the customer. This is a great point of differentiation and whilst no sales strategy works every time it’s low cost and easy to try.
Lastly this strategy shouldn’t be applied across the board unless every sales opportunity is large and comes with a bespoke solution. We only implement this for deals above £10k, but you can choose where to set the bar.
4. Inhouse Access for Using Teams on Bids & Tenders
The most common use for MS Teams is the call and video conferencing functions, however, there is much more functionality that can help Sales Teams sell more. MS Teams makes Sales Teams more productive, more focussed and delivers a better user experience which in turn increases productivity.
There are numerous advantages with Teams such as the chat function, which allows us to stay connected without cluttering up our Outlook Inbox. Whether it’s Yammer, Word, Excel, PowerPoint, or any of the other O365 products, they can all be accessed and worked on from inside the Teams environment.
If you have bid teams responding to tenders the Bid documents can be created, stored and developed within the Teams environment and Tender Teams can collaborate and even edit the same document simultaneously.
In many cases the Bid creation process can run down to the deadline and when multiple authors are involved which can create time delays as each contributes and updates potentially separate copies of the one document. The Multi author allows uses inside Teams to make edits and additions live and see the document develop as their work colleagues contribute in real time.
Whether it’s Word, Excel, PowerPoint or any of the other O365 products, they can all be accessed and worked on from inside Microsoft Teams.
5. Teams as a Learning Management System
Many companies now acknowledge the tangible benefits of training, coaching and developing their people. Sales Training and Coaching itself has changed and improved over the years, whereas in the past training was in most cases was one-off event, they are now almost always part of a bespoke sales training programme. In order to deliver these programmes software companies have developed SaaS models where companies can create bespoke learning programmes.
There are numerous Learning Management Systems on the market each with some great functionality, however, Microsoft Teams has for most companies all the functionality they will ever need from an (LMS). Furthermore, the beauty of using MS Teams as an LMS is both compelling and simple:
- You are already paying for it with your 0365 Licence
- Your people are already working inside the O365 suite every hour of every day so that’s a great place for learning.
Although there is no one standard in terms of the functionality of an LMS, for most companies an LMS has the capability to, create, document, record, measure, store and deliver training programmes. In practical terms this means:
Create. Document, Record. You can create learning content in OneNote, MS Wiki, MS Paint, MS Word, MS PowerPoint, Stream, MS Whiteboard, Excel, Publisher.
Measure. You can test and measure learning using all of the above and MS Planner and MS Forms.
Store. You can store all your content in either One Drive or SharePoint.
Deliver. You can deliver all your training and coaching using MS Teams and acknowledge achievements via MS Praise.
In addition to the suite of O365 tools there are many additional third-party applications available from inside MS Teams to both enhance and compliment your existing applications. For example, you can connect to
CRM systems – MS Dynamics CRM, Salesforce CRM, NImble, Zoho or iGlobe CRM.
Productivity – Asana, Trello, Jira & Stormflow.
Communications – Survey Monkey, Mail Chimp, Mail Clerk & Text Bot.
There are hundreds of other applications available and the number of these apps including Moodle which is a stand alone LMS that can be connected into your Teams Channel.
We’ve also written on the benefits of using OneNote for Sales Management and Coaching which are an important part of any LMS. We rally like the combined functionality of MS Teams and OneNote as a Coaching platform to help develop Salespeople.
You can break down your Training into competencies and deliver bespoke sessions on specifics like sales prospecting, pipeline management sales closing techniques all from inside your own Sales Playbooks in OneNote. We use our Sales Playbooks with every client and the combination of creating and using OneNote for the Playbook, and delivering them through Teams is really powerful.
6. Recommended Reading
If you would like to discover some of the free templates that we use inside teams then check out our B2B Sales Tools.
