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Jan 24 12

It’s All In Your Head!

by David Brock
Brain on Money

Sales people are notoriously bad at writing things down and documenting things.  I talk to thousands a year.  When I start talking about documenting something–a deal plan, an account plan, territory, call plans, even a to-do list–all of a sudden you can see the resistance in their faces. 

They sit back, fold their arms.  Most say nothing, but a few courageous one’s will say, “Dave, you don’t get it.  I’m  too busy to do this.  I don’t have time to document these things–it’s too bureaucratic–I’ve got a plan, it’s in my head!”

I’m used to this.  I respond, “OK, I get it, let’s talk about your plan for this opportunity………”  It’s always the same, they start talking, they tell me about the deal, they tell me about what they’ve done.  I start asking questions, “Where are you in the sales process, how do you know you are aligned with the customer buying process, what are the risks to the customers in this project, what is your positioning vis a vis the competitors, ….. the list goes on.”  I get more data, but as we proceed, it gets sketchier and sketchier. 

We then talk about “What are the next things you need to do, who do you need to do it with, when are you going to do it?  What’s the positioning you need to win this deal?”   They respond, they outline action plans and strategies, I take notes, writing down the next steps.  Ususally they don’t.  They say, they’re under control, they can do the deal, they don’t need to document the plan.  I smile and thank them.

At the first milestone, I call or email, “How did it go?”  You know what happens–the majority of the time, the response comes back, “I forgot to do it, I’ll get right on it.”  The second milestone, “How did it go?”  You know…..

We sit down, I pull out my notes from the last meeting and ask “We developed these strategies to position ourselves to win.  We committed to these steps and actions to execute the strategies.  Where are we in executing the plan?”  The discussion usually involves a lot of hand waving, some apologies, a re-commitment to execute the strategy, then a quick escape.  This time they write a few things down, but too often, they’re forgotten.

Sales people are right, they are busy, they’ve got a lot of things to do, different deals, different accounts, different sales callse.  Changing customer requirements, shifts in our strategies.  It’s impossible to keep it in your head.  You lose most of it–you may remember one or two things, you may have jotted down a couple of reminders, but most of the time we’re busy with activities, responding customer requests, reacting to what may have happened in the last call.  We drift further and further away from our plans and strategies.  Sales cycles get lengthened, deals go away.

It is impossible to keep it all in our heads!  We need to document our plans, we need to use the plans to guide our actions, keeping us focused, on target, moving forward purposefully in the execution of our strategies.  We need to document our plans–they provide the basis for what we do every day.  They provide the foundation of taking our daily activities and transforming them into accomplishments.

Being too busy to  document your plans–whether it’s a deal plan, prospecting, call, territory, account or other plan–is just an excuse.  It’s an excuse for being less productive, it’s an excuse for winning less, it’s an excuse for not being accountable.

Writing it down, keeps us focused, having it documented, means we don’t have to remember and we never forget.  Many of us work with teams–a documented plan keeps the team focused, well coordinated and moving forward.

  • Do you take the time to maximize your productivity, impact and effectiveness?
  • Are you documenting and updating all your deal/opportunity plans?
  • Are you documenting and updating your prospecting plans?
  • Are you documenting and updating your account and territory plans?
  • Are you prioritizing all of these in your day to day activities?
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Jan 23 12

A Different Take On Challenging Conversations

by David Brock

I’ve been writing a lot about changing the conversation, about challenging our customers, about getting them to think differently.  A lot of readers have been sending me notes, asking for advice on how to do this.

While I agree with many of the principles outlined in Challenger Selling and Provocative Selling, I take a little different view on things.  The basic premise of many of these approaches is that we have to know our customers businesses better than they do, we have to have better ideas for their business or function than they do.

I tend to think of this as a little arrogant and misplaced.  I also tend to think this short changes our customer and us of some opportunities.

Don’t get me wrong.  To engage in these business conversations, we have to understand business—both business in general, but more specifically our customers and their businesses.  We have to analyze their businesses, we have to look at opportunities they are missing, things they can do differently, things they can improve.  It takes research, high levels of business acumen, and deep understanding of what’s going on in our customers.

Often, as I’m preparing to approach a prospect and engage them in these types of conversations, I think, “What would I do if I were running the business?  (or the function that we might focus on)  What would I change?  What new opportunities might I consider?”  I try to put myself in the customer’s place, seeing things through their eyes and develop some ideas on issues, opportunities, possible solutions.

It’s a great exercise, it gives you the opportunity to start to develop some premises around shaping the conversation.  Now here’s where it starts getting interesting.  First, customers tend to like these conversations–as long as you’ve gotten them at the right moment.  No one is having conversation like this with them.  No one is bringing them new ideas.  They’re hungry for ideas.

Here’s where I have a departure from many others writing about this topic.  Many say, you have to know your customer’s business better than they do, you have to have better answers than they do.  It strikes me a both a little arrogant and unrealistic.  If we truly knew better than they, then we should be looking to run the company, not sell to it.  But the real issue is we always view their businesses from the outside.  As much research as we do, as great as our ideas, we never have a perspective from the inside.

The real conversation starts at the intersection of these points of view–our outside perspective, experiences and idea–unhindered by “legacy experience,” and that of the customer who is, after all most knowledgeable about the internal dynamic of their companies.  It’s this combinatation where the real magic can happen.  It’s the combination of the best thinking from the inside and the outside that enables us to help the customer achieve more than they could ever imagine.

There’s an interesting dynamic that happens–the conversation no longer is challenging–it’s collaborative.  It’s the customer and us worling together to determine a solution that neither of us could have come up with separately.

It sounds kind of idealized, but I see these happening all the time.  I have them weekly with my clients–some of the highest performing executives in their functions in the world.  I see great sales people having these conversations about problems they can help their customers solve.  Clever sales people are working with customers to create solutions–leveraging the customer’s ideas and capabilities along with their solutions.  I’m working with a small company in the health services sector.  They support some of the back office functions in hospitals.  They are engaging their customers in some different conversations about their function.  Completely changing what how they deliver services and the services their customers acquire.  Another client, a company that sells commoditized electronic components is having conversations with some of the largest mobile telephone manufacturers in the world.  They aren’t talking about electronic components, but re-looking at the way mobile phones are designed and manufactured.  Another client in the bulk chemicals industry engages their customers in conversations about the future of detergent, or foods, or other things.  Still another, a provider of enterprise software is talking to their customers about a different way of running their companies.

These conversations are happening everyday, they aren’t idealized conversations, but they are sales people who want to talk about more than their products, and their customers who want to explore different ideas to grow.

I’ve written before about sales people as solution creators—but in reality solution creation is really the result of a collaboration between the customer and great sales people.

These conversations can be remarkable.  Whether it is looking at running a function more effectively, whether it is about something people have viewed as commodities, but changing the perspective of the customer.  We can have great ideas and great solutions.  We can challenge our customers and present things they should be doing. 

But the real magic is not having the customer buy our ideas, but engaging the customer in a discussion and collaborating to develop even better solutions and approaches.  To do something neither of us could have done individually.

Perhaps the real conversations need not be challenging conversations, but collaborative conversations.

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Jan 22 12

What If We’re Not Important? Part 2

by David Brock

As I mentioned in the previous, What If We’re Not Important post, it’s always difficult to imagine what we sell and do may not be important.

Don’t get me wrong, what we do is important to someone–after all if we were truly not important, then our companies would be out of business.  The issue is are we important enough for the customers to invest in now?  We may have great business cases, but regardless how compelling the business case, if we aren’t at the top of the hit parade of our customers’ strategic initiatives, we won’t get the order.

In the last post, I suggested we address this by trying to align ourselves with one of the top 2-3 strategic initiatives.  If we can do this and become part of something important to the customer, that’s ideal.  However, try as we might, sometimes we just can’t do this.  How do we move forward?  How do we continue to sell and grow?

While it may seem an unusual strategy, perhaps we can win by making ourselves “unimportant.”  Yes, I know, it sounds weird, if they won’t buy because we’re not important, how are we ever going to convince them to buy if we demonstrate that we’re unimportant?

Here’s the thought.  There are lots of things that have to get done within organizations to make them work.  They may not be important or strategic initiatives, but they have to get done because they can impact the ability to execute strategic initiatives.  Executives can’t ignore these things—but they shouldn’t be spending their time on these things—and that’s the “in” we have to exploit.

With due respect to some of my followers who provide Janitorial services or Waste Management services (actually every sales person can learn a lot from these businesses), clean offices and empty trash cans shouldn’t be on our customers’ minds.  Clean offices and empty trash cans are unlikely to ever be part of a strategic initiative in a company.

At the same time, it’s important to have clean offices and empty trash cans.  Without these, it could impact the ability of people to execute their strategic initiatives.  (Remember for the lack of a horseshoe, a kingdom was lost.).

I’m doing the people who sell these services a disservice–their strategies in dealing with this reality are quite sophisticated and successful.  Mostly because they don’t let their egos get involved in their self importance.

But for many of us, it’s difficult to put our solutions in the same category–even though our customers already have done that.

The opportunity here is to make it so unimportant to the management team that they just don’t have to worry about it or deal with it.  They should be focusing on the execution of their strategic initiatives–not worrying about if the offices are clean and the trash has been dealt with.  A very powerful sales strategy is to take the problem off our customers’ already overloaded plates.  “You shouldn’t have to worry about this or deal with it, let us take it off your hands so you never have to be concerned.”

Our customers want to and should be focusing only on their strategic initiatives.  Unfortunately, there are a lot of other things that may consume their time–making sure the offices are running smoothly, the cash is collected, the machines are operating, the computers are working, we can make copies of documents, payroll goes out, and the list goes on and on and on.  If our products and services fit in those categories, our value is “the customer just doesn’t have to worry about it, they don’t have to spend a nanosecond thinking about it, they can spend all their time dealing with the important issues.”

Once we start thinking about things this way, it opens new ways of thinking about our products and services.  Some impact our sales strategies, some impact our overall business and solutions strategies.  We see so many companies defining what they do based on being “unimportant” to the customer.  While the folks at Xerox may quibble with me, document production, copying is really not mission critical for most of us.  Xerox and it’s competitors used to sell copiers–but the company still had to worry about it, they had to make sure to order paper and toner.  They had to have people capable of dealing with simple problems like jams.  It’s not really on the critical path to anything at a company, but it’s something that has to get done.  So Xerox and it’s competitors are adopting new strategies–they’re not just selling copiers, they are selling managed print services.  They are saying, don’t worry about it, don’t invest any time in thinking about it, don’t train your people on how to fix jams, we’ll manage all of that for you.

Being “unimportant” to our customers opens a whole new range of opportunities for us, new problems to take off our customers’ hands, new things they don’t have to or want to worry about.  We can redefine our offerings and services to exploit this–in fact creating powerful relationships and solving important problems — giving management more time to focus on what’s really important.  (Isn’t it funny how this works?)

So maybe we should stop pushing ropes uphill.  If we can’t be strategically important to our customers, if we can’t be on their critical growth path, perhaps we should focus on being unimportant to our customers.  There are more opportunities than we realize to make money by being unimportant.

(By the way, if you are struggling with these issues, call us up. We’ve been working with lot of organizations on strategies to overcome this. We’d be glad to explore these with you.)

 

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Jan 21 12

What If We’re Not Important?

by David Brock

It’s difficult to imagine what we sell might be unimportant.  It’s important to us, it’s how we make our living.  It’s important to our company, it’s why the company exists, it’s why we design and build products and solutions 

Our solutions are important to our customers—at least some of them–perhaps a certain department, a functional area, certain teams within our customers.  It used to be, at least for larger companies, that if we could come up with a business case that was compelling enough, our customers could “find the money.”  They’d take the proposal–by that time, it was theirs–something they were wanted to do, up to management and argue for the money to buy.  Most of the time they’d get it, if it met the financial and business case hurdles, they’d get the funding.  In many cases, as we qualified customers, we either looked for budget already allocated or their willingness to get the money if the business case was sufficient.

But that’s no linger happening.  Regardless how strong the case, how convinced the customer might be, they aren’t getting the money.

We try to solve that problem by calling higher–going to the “C-Level,” engaging them, pleading our case, showing the business case, talking about the compelling results and value we produce.  The C-Level executives may nod their heads in agreement, say it’s impressive, thank us for our work and helping them address issues in their business, recognize the value we have created, smile, shake our hands, and do nothing.

See things have changed.  Regardless how compelling our value proposition, how great the business case, how much the functional or departmental executives may argue for our solution; executives aren’t finding the money.  More than ever before, executives are investing only in things that directly impact their strategic priorities — and it’s only their top strategic priorities.

All companies have long lists of things they’d like to do.  Great business cases for improvements, new processes, new approaches, areas to grow and expand, new products to develop.  But investments are only being made in the top 2-3 priorities.  If your project doesn’t fall into one of these priorities, you aren’t going to get the order.  You may have made the sale–the customer has chosen you as the solution they would like to implement, but you are not going to get the order unless you are in the top 2-3 priorities.

What do we do?

It’s a tough question–there are some sales strategies we might look at, there are some business strategies executives in your company might consider.

The biggest problem in confronting this issue is our individual and corporate egos.  It’s hard to imagine not being important because what we do is so important to us.  It clouds our vision and our ability to recognize and address the problem.  But however important we think we are to our customers, our opinions don’t count!  Being important to the customer is the only thing that counts.   So we have to get our egos out of the way to recognize and address the problem.

What next?

Well a good start–probably the only start is finding out what’s important to our customers.  It’s not understanding their problems, but it’s understanding their strategic priorities.  What are the top two or three things they are struggling with?  What are the top two or three initiatives their executive are concerned with?  Until we know those, we have no hope of being important to our customers.

Once we understand those strategic initiatives–focus on the top 2-3.  How do we position what we sell to fall under one of those strategic initiatives?  It doesn’t mean we have to solve the whole problem–we just have to be able to take a bite out of it.  We have to be able to demonstrate that what we do helps them address one or more of their top 2-3 strategic initiatives.

Recently, I spoke to a very clever sales person.  She recognized that her solutions weren’t really important to her customer–that is, they were very important in a part of the organization, but at an executive level, where the investment decisions were being made, her solutions weren’t on their radar screens.  However, she learned that customer satisfaction was a top priority.  The customer was being pummelled in the markets with customer satisfaction issues.  Their competition was attacking them, customers were fleeing.  Customer satisfaction was the most critical issue the top executives were dealing with.  She and the department head–the person who really wanted to buy her solution developed a new strategy. 

They looked at how the solution would impact customer satisfaction.  It wasn’t something they normally focused on–primarily their solutions focused on internal operational efficiency, but she knew that wouldn’t sell.  The question they confronted was “How do we link what we are doing in this department to improving customer satisfaction?”  They were able to develop a case where they could show the solution contributed to the focus on customer satisfaction.  It didn’t make a big dent in the customer satisfaction issues the executives were facing, but it took a bite out of that problem.  That’s all they needed to get approval to go forward.

Do you know what your customers’ strategic initiatives are?  Do you know how you help your customer with those initiatives?  Until you can answer this, you are wasting your time and your customers’ time.

This needs to be part of the qualification criteria–not just yours, but the buyers you work with at the customer.  What you sell is important to someone at the customer.  They want to talk to you, they want you to help them solve their problems, they want you to help them think about their parts of the business differently.  They are eager for you to create value.  But if what you and they are doing doesn’t fit within the strategic priorities of the enterprise, if you can’t find a way to show the solution addresses one of more of the top 2-3 priorities, you are setting yourself and your customers up for failure.

It’s important for you and the customer to qualify the importance of what you are doing.  It’s a tough, but critical discussion.  Customers may not want to have it–their egos are involved as well.  It’s hard for them to understand their function may not be at the top of the hit parade of their executives.  But if we don’t have those discussions and mutually develop a strategy go be a part of what’s important, we’re wasting time.

But what if, however clever you may be, you just can’t find a way to be important?  You still have to sell, what do you do?  I’ll address that in an upcoming post.

(By the way, if you are struggling with these issues, call us up.  We’ve been working with lot of organizations on strategies to overcome this.  We’d be glad to explore these with you.)

 

 

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