Unleashing Your Sales Potential in the New Year: The CRM Game-Changer – Video 5 of the New Year Motivation Series

Unleashing Your Sales Potential in the New Year: The CRM Game-Changer – Video 5 of the New Year Motivation Series

As the new year unfolds, the urgency to hit the ground running in sales is paramount. My mission is to guide you toward a robust sales strategy. The cornerstone of this strategy? Mastering your Customer Relationship Management (CRM) system.

The Critical Role of CRM in Sales Success

A CRM is more than just a tool; it’s the lifeline of your sales process. If you’re still on the fence about using a CRM or struggling with your existing system, it’s time for a change. A well-implemented CRM can revolutionize how you track, interact with, and close deals with your clients.

Practical CRM Usage: Beyond the Basics

Are you just logging in and updating records, or are you actively utilizing your CRM to set daily goals and time blocks? A proactive approach to your CRM involves strategic planning and analysis. Use it to identify trends, focus on high-potential clients, and set specific targets for customer interactions.

If your organization hasn’t adopted a CRM yet, don’t wait. Modern CRMs are affordable, with some even free, offering a significant return on investment. As a sales professional, taking charge of your client management through a personal CRM can set you apart and drive your success.

Understanding the full capabilities of a CRM takes time. For more detailed advice and strategies, reach out to me directly. I offer a wealth of resources on effective CRM utilization on my website and LinkedIn, tailored to enhance your sales performance.

Remember, a CRM isn’t just about managing contacts; it’s about maximizing your sales efficiency and effectiveness. Make this year the year you harness the full power of your CRM, and watch as your sales figures soar.

Happy selling, and here’s to a successful and prosperous year ahead!

Please check out my short video below for more helpful guidance on the importance of your CRM in growing sales.

Jack of Spades: Setting Up Performance Improvement Plans: Offer structured guidance for those not meeting benchmarks.

Jack of Spades: Setting Up Performance Improvement Plans: Offer structured guidance for those not meeting benchmarks.

In the tightly woven tapestry of a sales organization, each thread—each salesperson—must hold its own for the entire structure to maintain its integrity. Imagine a well-practiced orchestra where each musician is critical to the harmonious output. If even one violinist is off-key, it disrupts not just the symphony but also influences the collective perception of the audience. Similarly, when one salesperson consistently misses the mark, the dissonance affects not just their numbers but the collective performance and morale of the entire team.

Performance Improvement Plans: A Constructive Pathway, Not a Corporate Guilt-Trip

A prevalent misunderstanding of Performance Improvement Plans (PIPs) is their perceived function as a corporate guillotine, an ultimatum for those who underperform. But that’s far from the truth. When deployed with intent and care, a PIP serves as a roadmap that leads the lost back onto the path of productivity and achievement.

A Performance Improvement Plan starts with clarity. Specific, measurable, achievable, relevant, and time-bound (SMART) objectives are laid out. Suppose a salesperson faces difficulty in closing deals. The PIP would set a precise target, for example, improving the closing ratio by 20% over the next quarter.

But merely establishing ambitious milestones is an exercise in futility if not paired with the right tools and resources. It’s the responsibility of leadership to ensure that the salesperson has what they need to reach their new goals. This may include specialized training modules, mentorship from senior salespersons, or even software solutions that aid in customer relationship management.

Review and Reflection: The PIP Feedback Loop

Consistent monitoring and feedback mechanisms are integral to the PIP process. This is not about keeping tabs or playing “big brother,” but rather, establishing a feedback loop. These should be structured as collaborative dialogue, focusing on problem-solving rather than fault-finding. Once the set duration for the PIP ends, an in-depth review ensues. This is a pivotal moment that serves dual purposes—applauding improvement and identifying areas that require further fine-tuning.

Encompassing Compassion: People Over Numbers

While we emphasize numerical targets and performance metrics, we must not lose sight of the human element. Performance Improvement Plans should be designed and implemented with an empathetic understanding of the unique circumstances affecting each salesperson’s performance. The PIP, therefore, becomes not just a tool for improving metrics but also a gesture of organizational compassion and well-being.

It’s worth remembering that instilling a culture of Performance Improvement Plans is not merely a strategy to elevate individual salespersons; it’s a mirror reflecting the maturity of an organization and its investment in its people. It’s about showing that the organization values sustained effort and long-term growth over short-lived gains and snap judgments.

The Sculptor’s Patience

Implementing a Performance Improvement Plan is similar to the patience exhibited by a sculptor. When faced with an unpolished stone, instead of discarding it outright, the sculptor sees potential. With measured chisel strikes, what was once a mere rock transforms into art. Similarly, PIPs offer that measured guidance, turning the rough stone of underperformance into the refined sculpture of a high-performing sales asset. Through this targeted, compassionate approach, leaders not only foster individual success but contribute to building an organizational culture centered on growth, empathy, and resilience.

Elevating Your Sales Operations with New Sales Expert

Elevating Your Sales Operations with New Sales Expert

My mission is to bridge the expertise gap that hinders many companies from scaling their operations to the desired heights. The core issue often resides within the sales sector of these organizations, and this is where my expertise becomes a game changer.

Understanding the Challenge

Many company owners, be they founders or inheritors of the business, come to a crucial realization at some juncture in their entrepreneurial journey. Despite their prowess in product development, manufacturing, or service provision, they identify a glaring deficiency in their sales acumen. This inadequacy, unfortunately, bars them from propelling their companies to the next level of revenue generation and market share acquisition. The earnest attempts they might have made to rectify this situation often end in futility due to a lack of specialized knowledge in sales. Hence, they seek external expertise to resolve this bottleneck.

Affordable Expertise

A common concern among these business owners is the affordability of engaging a sales expert. While it’s true that the investment required for a full-time engagement may seem steep, my services are offered on a fractional basis, making them a viable option for many. The value of having a seasoned professional revamp your sales operations far outweighs the cost.

Creating a Self-Sufficient Sales Operation

With a wealth of 38 years of experience, I step into your organization to set up a robust sales team, instill effective sales methodologies, and fine-tune the messaging to resonate with your target market. By doing so, I lay a solid foundation for your sales team to thrive long after my engagement concludes. The emphasis is on creating a self-sufficient sales apparatus that continues to deliver results, allowing me to transition to aiding other businesses facing similar challenges.

Actionable Advice

  • Evaluate your current sales operations to identify areas of improvement.
  • Consider the value of engaging an external sales expert on a fractional basis to address these areas.
  • Ensure the transition plan post-engagement is straightforward, enabling your sales team to sustain the improvements.

Reflect on these steps and envision the transformation your sales operations could undergo with the right expertise steering the helm. The goal is to achieve a state of self-sufficiency in your sales operations that guarantees sustained revenue growth, thereby unlocking the full potential of your enterprise.

Researching Industry Trends: Stay updated on shifts in the market to provide relevant solutions – Driving New Sales: Transforming Small Businesses into Sales Powerhouses – Episode 1

Researching Industry Trends: Stay updated on shifts in the market to provide relevant solutions – Driving New Sales: Transforming Small Businesses into Sales Powerhouses – Episode 1

Welcome to another episode of “Driving New Sales: Transforming Small Businesses into Sales Powerhouses.” This podcast is your compass in navigating the complex world of B2B sales, especially in the enterprise landscape. In this riveting episode, our host, Sean O’Shaughnessey, deep dives into a topic of crucial significance for sales professionals: Researching Industry Trends in the Enterprise Space. If you’re eager to transform from a transactional vendor into a strategic partner, this episode is your blueprint for success.

Key Topics Discussed

  • The Importance of Research for Enterprise Sales – Unearth the value of knowing your client’s business landscape, from understanding decision-making structures to identifying specific needs.
  • Risk Mitigation as a Sales Strategy – Leverage quality research to transition from merely providing solutions to actively mitigating risks at an enterprise level.
  • Being Predictive, Not Just Reactive – Adopt a visionary approach by predicting future market trends and tailoring your sales strategies to match long-term client needs.
  • Crafting Tailored Sales Messages – Learn how to craft sales proposals that don’t just meet current needs but align with the strategic objectives of your enterprise clients.
  • Strategies for CEOs and Sales Managers – Understand the role of top management in fostering a culture that prioritizes research and long-term client alignment.

Key Quotes

“Market research becomes your navigation tool, guiding you through the labyrinthine structures of enterprise decision-making.”

“Your deep understanding of market dynamics enables you to frame your offering in a way that lowers or even eliminates certain risks.”

“With your research, you become more than a salesperson. You become a consultant equipped with actionable insights into your client’s industry.”

Additional Resources

  • SWOT Analysis Templates – For conducting industry-specific research.
  • Public Records and Financial Reports – Annual reports, quarterly filings, and investor presentations for understanding company goals and strategies.
  • CRM Systems – Efficient tools for sales professionals to organize and manage research data.

Sponsor

Our sponsor for this episode of “Driving New Sales: Transforming Small Businesses into Sales Powerhouses” is Carpe Diem Consulting Group. Carpe Diem Consulting Group and its founder, Chris Spanier, drive growth by crafting effective marketing and compelling brand stories for their clients. They love collaborating to bring fresh strategic perspectives that increase their clients’ impact and connections through results-driven marketing – enhancing your online presence, crafting better messaging, prospecting assistance, and more. Working with Carpe Diem Consulting Group leads to more compelling brand narratives, deeper engagement with customers and prospects, and measurable success. You can reach Chris at chris@CDCG.US.

About Sean:

Sean is a professional sales leader with over 38 years of experience in complex business-to-business sales.

Sean helps company owners realize the maximum value of their company by improving their revenue generation capability. ​He helps owners enhance their sales management, methodologies, processes, teams, and messaging to accomplish this.

In his current role as a Fractional Vice President of Sales, Sean has:

  • Helped a company increase its value by 50% with a significant and successful acquisition of the company.
  • Helped a company scale from its angel investments to its series B investments.
  • Helped a company achieve a 50% increase in revenue with a 300% increase in profitability in a single year.
  • Stabilized and put predictability into the sales teams of his clients.

If you need help making your sales organization a top-performing part of your company, you can contact Sean at Sean@NewSales.Expert.

About the podcast:

Driving New Sales: Transforming Small Businesses into Sales Powerhouses focuses on arming CEOs with the knowledge and tools they need to build an exemplary sales operation. This is not a podcast that skims the surface; it delves deep into each facet of sales management, shedding light on the best practices that can elevate a company from mere competence to true excellence. “Driving New Sales” is not just a podcast; it’s a toolkit for building sales powerhouses that are responsive, proactive, efficient, and exemplary.

The Kaivac Impact: Harnessing Faith, Innovation, and Sales Excellence in the Cleaning Industry

The Kaivac Impact: Harnessing Faith, Innovation, and Sales Excellence in the Cleaning Industry

Bob Robinson, Jr., and his mechanical-engineer father, Bob Robinson, Sr., came up with the idea for a product the world truly needed 25 years ago: a “no-touch” restroom cleaning machine. Their company, Kaivac, is a Hamilton, OH-based manufacturer of cleaning machines. Hamilton is a suburb of Cincinnati, OH.

Bob Robinson, Jr.

“We were on our hands and knees, crawling around the bathroom,” recalls Bob, Jr. “It was disgusting. We said, ‘There’s got to be a better way.'” 

Through hard work and dedication, the Robinsons created the KaiVac to help solve that initial problem in public restrooms. Over the years, they grew the idea to create dedicated machines to clean kitchen floors, hallway floors, and grocery displays. Beyond its bathroom cleaning technology, it has expanded into floor cleaning and spill response machines and has 18 patents with 16 pending.

Along with growing their manufacturing capabilities, they also grew their sales capabilities. They adopted a hybrid strategy of selling through distribution and selling directly to key customers. Their direct team, under the leadership of Bob Robinson, Jr., who had taken on the role of VP of Sales, closed many enviable customers with massive deals, including Walmart, Kroger, and Target.

They realized that they needed to step up their sales professionalism after having a down year during COVID after having a record-breaking year the year before. They wanted to grow to $75 million in annual revenue within three years and a Big Hairy Audacious Goal (BHAG) of $1 billion in annual revenue within 20 years. 

Bob Jr. says Kaivac is just getting started. “At 20 to 25 years in business, you’re at an inflection point where you’ve got resources, tenure, and history and have been through ‘adolescence,'” he says. “Now is the chance to build a professionalized organization.”

They contacted New Sales Expert LLC as the nation was coming out of the global pandemic, but before all the supply chain problems had paused. New Sales Expert LLC is a fractional vice president of sales consultancy. Sean O’Shaughnessey, the CEO of New Sales Expert, is aligned with SalesXceleration and has 38 years of experience in sales and sales management.

According to Sean, “Kaivac is a joy to work with. They are the shining star of Hamilton, OH, and Butler County. They had so much raw potential when I walked in the door; all I had to do was to focus their energy and enthusiasm on working smarter and just a little harder.”

Building an organization with a heart

Bob Robinson, Sr.

Kaivac had a great culture to build on to make a great sales culture. Before Sean showed up, the company leadership had already developed their One-Page Strategic Plan and their “Why?” statement that reflects the owners’ Christian faith: “To glorify God by using KAIVAC as an instrument for Good.” 

In addition to the “Why?” statement, they had drafted an acronym called FIGS that conveys the “heart” of the company. FIGS—which appears on signs that hang on the factory floor and in break rooms—stands for 

  • F: “First shall be last, last shall be first.”
  • I: Integrity—as in “The truth shall set you free.”
  • G: Golden Rule—meaning “treat others how you want to be treated.”
  • S: Servant’s Heart, as in “We are in a race to help people.”

The company uses the first three letters of its name–KAI–to inspire the team’s thinking and actions. These letters stand for inspiring phrases such as: “Keep At It,” “Keep Always Improving,” “Keep Attempting the Impossible,” and “(creates) Kick-Ass Inventions.” 

Prioritizing net income and growth

Sean’s first change was to make a compensation plan that motivated the sales team to sell bigger deals and to sell them quickly. Kaivac implemented a 50/50 plan in concert with defined territories to keep the Key Account salespeople focused on the goal of more significant and profitable orders.

After the motivation component was in place, it was time to help the team learn how to sell big deals more repeatedly. The big deals of the past had been challenging to work on and, while very profitable, had been disruptive to close. Sean encouraged the company to read John McMahon’s book, “The Qualified Sales Leader,” and with that tome as inspiration, quickly deployed MEDDPICCC to help them qualify deals. 

MEDDPICCC by itself is not enough. The company had already licensed Salesforce, one of the highest-rated CRMs on the market, but Sean put MEDDPICCC into the various stages of the sales process to ensure that the salespeople knew all the required information about a big deal. Sean also created dashboards within Salesforce to track deal progress at the management level. The company implemented Sales Plans for Key Accounts and the Power Matrix to document the most influential people in the customer’s decision-making process.

The very first big deals that the company found after Sean started to help them also benefited from the Decision Timeline. The Decision Timeline is a tool to allow the sales team to walk through the entire decision-making process of the customer to understand all of the steps required to make a significant investment decision. It allowed frank and honest conversations to take place with the prospect as the team worked to close the largest deal in the company’s history to date.

Time to run on their own

Mike Perazzo, Allen Randolph, Bob Robinson, Jr., and Nick Wehby after passing their Certified Sales Leader exams.

As with most of the assignments with New Sales Expert, LLC, the goal is to allow the company to run independently. Bob Robinson Jr. was the company’s VP of Sales. Still, he needed to shed those responsibilities to help run the entire company. To finish the transition, Bob and three of his leaders took SalesXceleration‘s Certified Sales Leadership course delivered by Sean O’Shaughnessey. 

The Certified Sales Leader (CSL) designation is the country’s most comprehensive sales leadership certification program offered. CSL leadership training and certification will prepare you with the analytical, tactical, and strategic sales management skills needed to drive revenue growth now…and into the future. CSL training expands the skill set of a Sales Manager by providing coaching, techniques, and tools to lead a successful sales team. 

All four Kaivac leaders passed the CSL test. One of them, Mike Perazzo, was tagged to take over as Executive Vice President of Sales. According to Mike, “Sean is a master coach for helping shape sales process and methodology. Following his methods will help grow sales faster, transactionally, and strategically. Often a couple of pieces of the puzzle are missing, and Sean helps quickly identify them.

You have everything to gain by having Sean look at your current approach. He is a change agent and disruptive to the status quo. Pushing the pace and flow of deals is his sweet spot. I am a better sales leader because of my time with him.”

Bob Robinson, Sr., and Jr. with their sales team celebrating a recent patent award

Sean O’Shaughnessey of New Sales Expert, LLC states, “Kaivac is a wonderful company. They have created a line of machines that gives pride to the workers in one of the toughest jobs in America – keeping things clean. They are focused on the success of their customers and their employees. They had all of the raw skills within their sales team to be a great sales organization; they only needed me to focus them on activities and techniques that allowed them to close bigger deals faster and at a higher profit level.”

“If anyone works in a clean building with clean restrooms and hard surface floors, they are either cleaning it with Kaivac technology or paying too much for that cleanliness,” Sean explains.

Revenue and profitability have grown since Sean helped Kaivac develop a higher level of sales professionalism. Recent results have shown a dramatic increase in revenue and profitability. The sales and revenue growth have allowed the entire family of Kaivac to prosper. The Robinsons have always considered their employees an extension of their family. The company’s prosperity is passed along to team members through a bonus structure for the whole company. It all fits into the spirit of Kaivac. Bob Jr. says, “Our organization was built to have heart.”

If you want to learn more about Kaivac, you can head to their website at www.Kaivac.com. You should also check out this video: The Story of Kaivac. Kaivac is on its way to outer space on revenue growth, and everyone should check out their entertaining Q3 kickoff video about the growth of Kaivac.

To learn more about Fractional Sales Management and how it can help your company, go to www.NewSales.Expert.

The Story of Kaivac
Unlocking Your Company’s Potential: The Power of a Strong Sales Organization in Driving Revenue Growth and Boosting Valuation

Unlocking Your Company’s Potential: The Power of a Strong Sales Organization in Driving Revenue Growth and Boosting Valuation

A strong sales organization is the cornerstone of any successful business. The sales team serves as the company’s lifeblood, driving revenue growth and ensuring long-term financial stability. When a company prepares for a merger, acquisition, or public offering, having a strong sales team can translate into a higher valuation. 

A strong sales organization is the backbone of a thriving business, as it directly impacts revenue generation. When a company’s sales team is well-organized, well-trained, and motivated, they become more effective in closing deals and fostering relationships with clients. This increased effectiveness leads to more sales, ultimately resulting in higher revenues and profits for the company.

By investing in a strong sales organization, businesses can capitalize on opportunities and achieve maximum value. The best sales organizations have a proven track record of success. These teams have established a consistent sales process, streamlined communication channels, and aligned with the company’s overall business goals.

A successful sales team is crucial for driving revenue growth. The following factors contribute to a sales organization’s ability to increase revenues and profits:

  1. A clear sales strategy
  2. A process-oriented approach
  3. High-quality sales training and coaching
(more…)
How Small Businesses Can Compete with Larger Competitors Using the Fragment Sales Strategy

How Small Businesses Can Compete with Larger Competitors Using the Fragment Sales Strategy

Small businesses often find themselves at a disadvantage when competing with larger, well-established companies. However, they can still succeed. It requires them to think creatively and strategically and to develop unique approaches to win customers over.

One approach small businesses can take is implementing the Fragment Sales Strategy. This approach is advantageous when small companies find themselves in David vs. Goliath-type sales campaigns, going up against larger competitors with more resources, references, and success stories.

Salespeople can increase their chances of success by focusing on specific areas where they can create value for the customer and differentiate themselves from the competition. The Fragment Sales Strategy is a methodology that breaks down the opportunity into smaller, more manageable pieces. This helps salespeople stay organized, identify key decision-makers, and manage essential milestones in the sales process.

Essentially, with a Fragment Strategy, salespeople are trying to change the opportunity to a smaller portion of the customer’s goals where they can be successful and convince the prospect to look at other needs in a future opportunity. A Fragment Strategy is essential if you want the prospect to adopt multiple “best-in-class” products, but the small business only offers a few of the “best-in-class” capabilities.

Understanding the goals of the customer is also crucial when implementing the Fragment Sales Strategy. Salespeople need to understand what the customer is trying to achieve and what challenges they face in reaching their goals. By focusing on specific goals and offering solutions that address those challenges, salespeople can increase the likelihood of a successful sale.

Small businesses can use five basic sales strategies to win more sales. These include Frontal, Flanking, Fragment, Defend, and Develop Strategies. The Frontal Strategy involves going head-to-head with the competition and trying to win over customers based on the product’s merits. Unfortunately, a salesperson for a small business can quickly lose with this strategy when competing against a larger competitor with more resources and, in theory, more successful implementations.

The Flanking Strategy is useful for a small business salesperson because it shifts the focus of the customer’s buying criteria to new or different issues that favor your solution. It means you are not playing by the rules. You are taking a completely different approach than your competitors expect. The challenge with a flanking strategy is that you need to understand the dynamics of the prospect completely. You must understand both personal and organizational needs. It can only be used in opportunities where the salesperson has an influential inside advisor (a Coach). Ultimately, the strategy needs a strong Champion. The strategy also requires you to have multiple value propositions that are relatively unique to your offering, which may not be available to the small business B2B salesperson.

The Defend Strategy focuses on keeping existing customers happy and preventing them from defecting to the competition. Of course, this strategy depends on the current relationship with the customer. It is only applicable if the prospect already has a business relationship with the small business.

Finally, the Develop Strategy involves identifying opportunities and developing products or services that meet customer needs. While this strategy allows the building of intense relationships, it can also be the most extended sales cycle, putting a small business at significant risk if the prospect doesn’t move forward after a long development process.

Small businesses implementing the Fragment Sales Strategy should focus on understanding their customers’ goals, identifying pain points, and offering solutions to those challenges. By breaking down the sales process into smaller, more manageable pieces, salespeople can focus on areas where they can create value for the customer and differentiate themselves from the competition.

Some questions that a salesperson might ask the prospect could be:

  1. What are your short-term and long-term business goals? For several reasons, asking a prospect about their short-term and long-term business goals is an essential part of the sales process for the salesperson of a small business. Firstly, it enables the salesperson to understand the customer’s specific needs and requirements, which helps them tailor their sales pitch and offer the best solution possible. Secondly, it allows the salesperson to identify opportunities for upselling or cross-selling by offering additional products or services that can help the customer achieve their goals. Thirdly, it helps the salesperson build a relationship with the customer by showing a genuine interest in their business and demonstrating how their product or service can help them achieve their objectives. Overall, asking this question can help the salesperson position themselves as a trusted advisor and increase their chances of closing the sale.
  2. What challenges are you currently facing in your business? – A salesperson would need to ask a prospect about the challenges they are currently facing in their business to gain a deeper understanding of their pain points and business needs. By asking this question, the salesperson can identify specific problems that the prospect is looking to solve and then position their product or service as a solution. Understanding the challenges also enables the salesperson to demonstrate their expertise and industry knowledge by providing insights and advice on how the prospect can overcome their obstacles. Additionally, asking about challenges shows the prospect that the salesperson is interested in their business and is committed to finding a solution that will address their specific needs, which can help build trust and a stronger relationship.
  3. What specific problems are you trying to solve with this purchase? – A business-to-business salesperson would need to ask a prospect about the specific problems they are trying to solve with their purchase to identify how their product or service can help the prospect achieve their goals. This question helps the salesperson understand the prospect’s needs, challenges, and requirements in-depth, allowing them to tailor their sales pitch accordingly. It also enables the salesperson to offer a customized solution that addresses the prospect’s unique problems and requirements, making the product or service more valuable to the prospect. Asking about specific problems also helps the salesperson build a stronger relationship with the prospect by showing that they are interested in helping them achieve their objectives rather than just making a sale. Ultimately, understanding the specific problems the prospect is trying to solve will help the salesperson close more deals and establish themselves as a trusted advisor in the eyes of the prospect.
  4. How does this purchase fit into your overall business strategy? – A business-to-business salesperson working for a small business would need to ask a prospect how their purchase fits into their overall business strategy to understand the prospect’s long-term goals and position their product or service as a strategic solution. This question helps the salesperson identify whether their product or service aligns with the prospect’s broader objectives, allowing them to position it as an investment rather than just a purchase. Understanding the prospect’s overall business strategy also enables the salesperson to identify opportunities for cross-selling and upselling by demonstrating how additional products or services can help the prospect achieve their long-term goals. Additionally, asking about the business strategy helps the salesperson build credibility by showing that they are interested in the prospect’s broader objectives and are committed to assisting them to achieve success. Ultimately, understanding how the purchase fits into the prospect’s overall business strategy can help the salesperson close more deals and build long-term relationships with their clients.
  5. What are the key drivers of success for your business? – A salesperson working for a small business and selling to another business would need to ask a prospect about the critical drivers of success for their business to understand their priorities and position their product or service as a strategic solution. This question helps the salesperson identify the specific factors most important to the prospect’s business, allowing them to tailor their sales pitch to those critical drivers of success. By understanding the key drivers of success, the salesperson can also demonstrate their industry knowledge and expertise by providing insights and advice on achieving success in those areas. Additionally, asking about the key drivers of success shows the prospect that the salesperson is interested in their business and is committed to finding a solution to help them achieve their objectives. Ultimately, understanding the key drivers of success for the prospect’s business will help the salesperson close more deals and establish themselves as a trusted advisor in the eyes of the prospect.
  6. What are your top priorities right now? – A salesperson needs to ask a prospect about their top priorities right now to understand their immediate needs and to position their product or service as a priority solution. This question helps the business-to-business salesperson working for a small business identify which specific pain points the prospect is currently focused on, allowing them to tailor their sales pitch accordingly. By understanding the prospect’s top priorities, the salesperson can position their product or service as a must-have solution, helping the prospect achieve their most critical objectives. Additionally, asking about the prospect’s top priorities shows that the salesperson is interested in understanding their specific needs and requirements and is committed to helping them succeed. Ultimately, understanding the prospect’s top priorities will help the salesperson close more deals and build long-term relationships with their clients.
  7. What metrics do you use to measure the success of your business, and what metrics do you need to accomplish for this project and purchase? – Every salesperson needs to know the metrics for success for the product they are trying to sell. A small business salesperson would need to ask a prospect about the metrics they use to measure the success of their business and what metrics they need to accomplish for a specific project and purchase to understand the prospect’s goals and to position their product or service as a strategic solution. This question helps the salesperson identify the metrics most important to the prospect, allowing them to demonstrate how their product can help the prospect achieve their specific goals. Understanding the metrics also enables the salesperson to demonstrate their industry knowledge and expertise by providing insights and advice on how the prospect can measure their success more effectively. Additionally, asking about metrics shows the prospect that the salesperson is interested in their business and is committed to finding a solution that will help them achieve their objectives. Ultimately, understanding the metrics that are important to the prospect will help the salesperson close more deals and establish themselves as a trusted advisor in the eyes of the prospect.
  8. What are the biggest obstacles preventing you from achieving your goals? – A business-to-business salesperson working for a small business would need to ask a prospect about the most significant obstacles preventing them from achieving their goals to understand their pain points and position their product or service as a solution. This question helps the salesperson identify specific challenges that the prospect is facing, allowing them to offer a customized solution that addresses the prospect’s unique needs. By understanding the prospect’s biggest obstacles, the salesperson can also demonstrate their industry knowledge and expertise by providing insights and advice on overcoming them. Additionally, asking about the obstacles shows the prospect that the salesperson is interested in their business and committed to finding a solution to help them overcome their challenges. Ultimately, understanding the prospect’s most significant obstacles will help the salesperson close more deals and establish themselves as a trusted advisor in the eyes of the prospect.
  9. What impact would achieving these goals have on your business? – Since a small business salesperson is always concerned about wasting their time on an opportunity that will not close, asking a prospect about the impact of achieving their goals on their business to understand the prospect’s motivations and to position their product or service as a strategic solution. This question helps the salesperson identify the specific benefits the prospect is looking to achieve, allowing them to tailor their sales pitch to those particular outcomes. By understanding the impact of achieving the goals, the salesperson can also demonstrate the value proposition of their product or service and show how it can help the prospect realize their objectives. Additionally, asking about the impact of achieving the goals shows the prospect that the salesperson is interested in understanding their business and is committed to finding a solution to help them achieve their desired outcomes. Ultimately, understanding the impact of achieving the goals will help the salesperson close more deals and establish themselves as a trusted advisor in the eyes of the prospect.
  10. How does your purchase decision fit into the larger picture of your business? – This question also helps a business-to-business salesperson working for a small business clarify the priority of working on a project that turns into a successful order. The salesperson should always ask a prospect how their purchase decision fits into the larger picture of their business to understand the prospect’s strategic goals and to position their product or service as a critical component of their business strategy. This question helps the salesperson identify the prospect’s overall business strategy and the specific role their product or service plays in achieving that strategy. By understanding how the purchase decision fits into the larger picture of the business, the salesperson can demonstrate the value of their product or service as a strategic investment that supports the prospect’s overall objectives. Additionally, asking about the larger picture shows the prospect that the salesperson is interested in a deeper understanding and is committed to finding a solution that aligns with their strategic goals. Ultimately, understanding how the purchase decision fits into the larger picture of the business will help the salesperson close more deals and establish themselves as a trusted partner in the eyes of the prospect.

The salesperson should tailor the above questions to the information the salesperson already knows about the prospect’s business. However, every salesperson should understand these high-level questions and try to align their product to them.

Small businesses can compete against larger, well-established companies by developing unique approaches and implementing effective strategies like the Fragment Sales Strategy. By understanding the goals of the customer and breaking down the sales process into smaller, more manageable pieces, salespeople can increase their chances of success and win more sales.

Header Photo by Philipp Trubchenko on Unsplash