Setting Clear Sales Objectives and Goals: Establish targets to drive sales team efforts – Driving New Sales: Transforming Small Businesses into Sales Powerhouses – Episode 6

Setting Clear Sales Objectives and Goals: Establish targets to drive sales team efforts – Driving New Sales: Transforming Small Businesses into Sales Powerhouses – Episode 6

Welcome to a pivotal episode of “Driving New Sales: Transforming Small Businesses into Sales Powerhouses.” This episode, perfect for CEOs, sales managers, and sales teams, delves into defining clear sales objectives and goals. Our expert Sean O’Shaughnessey, backed by decades of sales consultancy experience, unravels the secrets to crafting impactful sales strategies.

We’re also excited to have Jeff Clair of ClairVoyant Consulting as our sponsor, offering expert sales consulting for business growth.

Key Topics Discussed

  • The Importance of SMART Goals: Sean highlights how SMART goals — Specific, Measurable, Achievable, Relevant, and Time-bound — are fundamental in creating objectives that are both ambitious and realistic.
  • Balancing Short-Term and Long-Term Objectives: Discover the art of aligning immediate targets with overarching strategic ambitions, ensuring a cohesive sales approach.
  • Linking Team Goals to Individual KPIs: Understand the necessity of breaking down collective objectives into individual targets, fostering clarity and accountability within the sales team.
  • Quantitative Goals vs. Qualitative Milestones: Sean emphasizes that success isn’t solely measured in numbers. Metrics like customer satisfaction and brand reputation are pivotal predictors of future growth.
  • Aligning Sales Goals with Business Strategy: Learn how to ensure your sales activities support and enhance your broader business goals, contributing to long-term sustainability and growth.
  • Regular Monitoring and Tracking: Tools like CRM systems and routine check-ins are critical in assessing progress and realigning strategies.

Key Quotes

  • “Setting clear sales objectives and goals is the North Star guiding your team through the corporate sales world.”
  • “Balancing short-term and long-term objectives is vital to maintaining a steady pace towards your ultimate goals.”
  • “High customer satisfaction today can lead to more referrals tomorrow.”

Our sponsor:

  • Jeff Clair of ClairVoyant Consulting LLC can be reached at jclair@salesxceleration.com and https://www.linkedin.com/in/jeffclair/

Action Items You Can Do Today

  • Monthly Performance Review: Regularly analyze each goal, utilizing the SMART framework for continuous improvement.
  • Align Individual KPIs with Team Objectives: Ensure each team member knows their targets and role in achieving the collective goal.
  • Balance Short-term and Long-term Goals: Strategically use short-term objectives as stepping stones for long-term achievements.
  • Incorporate Qualitative Milestones: Pay equal attention to metrics like customer satisfaction alongside traditional revenue goals.
  • Ensure Sales Goals Reflect Business Strategy: Continually review and align your sales objectives with the broader aims of your business.

Today’s episode with Sean O’Shaughnessey has been a deep dive into setting clear objectives and goals, a compass guiding sales teams to remarkable success. As Sean pointed out, crafting a well-orchestrated sales strategy where every element harmoniously contributes to your business’s success is essential.

Contact Information

  • Sean O’Shaughnessey: Sean@NewSales.Expert
  • www.NewSales.Expert
Two Tall Guys Talking Sales – Elevating Sales Success: Insights from Membrain’s Chief Revenue Officer Paul Fuller – E65

Two Tall Guys Talking Sales – Elevating Sales Success: Insights from Membrain’s Chief Revenue Officer Paul Fuller – E65

Welcome to another insightful episode of “Two Tall Guys Talking Sales,” where hosts Kevin Lawson and Sean O’Shaughnessey engage in a compelling conversation with Paul Fuller, the Chief Revenue Officer of Membrain. In this episode, they delve into the challenges and strategies of leading a sales team, especially as we approach the new year with fresh goals and targets.

Key Topics Discussed

  1. The Role of a Chief Revenue Officer: Paul Fuller shares his experiences and responsibilities in driving sales and revenue growth.
  2. Motivating Sales Teams for the New Year: Strategies to inspire and prepare sales teams for achieving new goals as the fiscal year resets.
  3. The Importance of Sales Methodology and CRM Tools: Discussion on how effective sales methodologies and CRM tools can enhance sales performance.
  4. Setting Realistic Sales Goals: Balancing company needs with individual salesperson goals for optimal performance.
  5. The Art and Science of Sales: Exploring the blend of methodical processes and creative problem-solving in sales.

Key Quotes

  • Paul Fuller: “Our why is to elevate the sales profession. It’s about empowering ourselves, our partners, and the companies we work with.”
  • Kevin Lawson: “Good management is always good management, whether you’re doing it with high technology influence or low technology influence.”
  • Sean O’Shaughnessey: “How do you find that importance in what you sell and in your life, especially when it’s not as inherently exciting as some products?”

Additional Resources

Summary Paragraph

This episode of “Two Tall Guys Talking Sales” is a must-listen for sales professionals seeking to start the new year on a strong note. With Paul Fuller’s insights on effective sales leadership, the importance of CRM tools, and the art of sales, listeners are equipped with valuable strategies to elevate their sales game. Whether you’re a seasoned sales leader or new to the field, this episode offers practical advice and motivation to achieve your sales goals in the upcoming year.

Monitoring Client News and Updates: Stay informed about client updates to address their changing needs  – Driving New Sales: Transforming Small Businesses into Sales Powerhouses – Episode 5

Monitoring Client News and Updates: Stay informed about client updates to address their changing needs  – Driving New Sales: Transforming Small Businesses into Sales Powerhouses – Episode 5

Welcome to the latest episode of “Driving New Sales: Transforming Small Businesses into Sales Powerhouses,” where we dive into the critical aspects of B2B sales. Today, Sean O’Shaughnessey, a seasoned consultant in sales organization enhancement, sheds light on the importance of staying updated with client news and updates. This episode is proudly sponsored by “Two Tall Guys Talking Sales,” a podcast by Sean O’Shaughnessey and Kevin Lawson focusing on boosting sales management and methodologies.

Key Topics Discussed

  1. The Power of Staying Attuned to Client’s Business World: Sean discusses the significance of being proactive and informed about clients’ activities and how this approach transforms sales teams into strategic forces in B2B sales.
  2. Practical Tools and Strategies for Monitoring Client Updates: Explore the utility of Google Alerts and the role of social media in gaining insights into clients’ strategic moves.
  3. Interpreting Client News as Opportunities: Understanding how to read between the lines of client announcements and news for potential sales opportunities.
  4. Context and Timing in Sales Outreach: The importance of timing your sales outreach to align with clients’ immediate needs or strategic goals.
  5. Leveraging Analytics and CRM for Comprehensive Understanding: How to use analytics and CRM software to analyze client data and market trends for a more informed sales strategy.
  6. Aligning Monitoring Efforts with Sales Objectives: Ensuring all gathered information is strategically used to drive sales goals.

Key Quotes

  • “Staying informed about your clients’ activities is not just advantageous; it’s essential.”
  • “Google Alerts is a straightforward yet powerful tool… It’s about maximizing efficiency and staying one step ahead.”
  • “Data and tools are only as effective as the strategy behind them.”

Additional Resources

Action Items You Can Do Today

  1. Set Up Advanced Google Alerts: Tailor your alerts with specific queries for each client to filter the most relevant information.
  2. Actively Engage on Social Media: Monitor and engage with your clients’ social media activities to build relationships and gather insights.
  3. Analyze Client Structural Changes: Stay informed about your clients’ mergers, expansions, or layoffs and adapt your sales strategies accordingly.
  4. Conduct In-Depth Report Analysis: Regularly review clients’ quarterly and annual reports to tailor your sales approach effectively.
  5. Perfect Your Outreach Timing: Use your insights to determine the best timing for your sales approach, making it as impactful as possible.

Conclusion

In today’s episode, Sean O’Shaughnessey has provided invaluable insights into how monitoring client news and updates can revolutionize your sales strategy. Remember, successful sales are not just about the transaction; they are about offering timely, relevant solutions that align with the client’s current state and needs. Stay tuned for more episodes to continue transforming your business into a sales powerhouse.

Sponsor

Two Tall Guys Talking Sales,” where Sean O’Shaughnessey and Kevin Lawson discuss a single sales topic.

Kevin and Sean together have about 60 years of experience in professional selling. This podcast helps people in sales, sales leadership, and business leadership or company owners realize the maximum value of their company by improving their revenue generation capability. This podcast is designed to help those people enhance their companies’ sales management practices, methodologies, processes, teams, and messaging.

Sean O’Shaughnessey and Kevin Lawson are Fractional Vice Presidents of Sales. They operate their own companies separately but have partnered for this podcast to advise salespeople and SMB companies on successful strategies and methodologies.

Kevin is the CEO of Lighthouse Sales Advisors. Lighthouse Sales Advisors is a sales leadership solution provider for small businesses. Lighthouse helps business owners navigate the potential pitfalls around sales growth, sales turnaround, or scaling up by leveraging sales acumen and decades of experience to build effective sales teams. https://www.lighthousesalesadvisors.com/

Sean is the CEO of New Sales Expert. He 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.

Contact Sean

You can learn more about Sean O’Shaughnessey at www.NewSales.Expert. You can drop him an email at Sean@NewSales.Expert. You can connect with Sean on LinkedIn at https://www.linkedin.com/in/soshaughnessey/

Discover how to stay ahead in the competitive world of B2B sales with Sean O’Shaughnessey’s expert insights. This episode of “Driving New Sales” is an essential listen for any sales professional, manager, or small business CEO looking to elevate their sales strategy and stay attuned to their clients’ evolving business world. Tune in now for strategies that will transform your approach to sales!

Nine of Spades: Addressing Salesperson Underperformance: Setting Performance Benchmarks: Define standards for success to measure against.

Nine of Spades: Addressing Salesperson Underperformance: Setting Performance Benchmarks: Define standards for success to measure against.

Understanding the Nature of Sales Benchmarks

Let’s start by grounding ourselves in the foundational premise: Sales benchmarks are not merely numerical goals but the defining coordinates of success. If you will, consider them as your organization’s North Star, guiding your sales team through the complexities of quotas, customer relationships, and revenue targets. Benchmarks transcend the limitations of raw numbers and extend into the realm of qualitative assessment—whether it’s the ability to understand customer needs or to align solutions accordingly.

To further clarify, think of benchmarks as akin to a financial portfolio’s balance of risk and return. They offer a comprehensive view of performance, much like a diversified portfolio that offers an integrated financial health assessment. Each component—be it customer retention rates, average deal sizes, or response times—contributes to this multifaceted view. Benchmarks thereby act as a composite score that tells you where you are, where you should be, and, most importantly, how to get there.

The Nuances of Crafting Benchmarks: It’s About Alignment

Creating effective benchmarks requires alignment with broader organizational goals, current market realities, and the sales team’s inherent capabilities. Striking this balance is akin to setting the interest rate in an economy. Set it too high, and you risk stalling growth; set it too low and invite complacency.

Thus, the process of setting benchmarks demands an understanding of averages and outliers. If a high percentage of your sales team consistently meets the benchmarks, they may not be challenging enough. Conversely, if only a small fraction achieves them, it could demoralize the rest and raise questions about the benchmarks’ attainability. The idea is to challenge your team just enough to stretch their capabilities while ensuring the goals are rooted in reality.

Diagnosing and Addressing Underperformance: A Structured Approach

The objective of performance benchmarks isn’t to point fingers at underperformers but to provide a structured mechanism for evaluation and growth. Having established benchmarks, the onus shifts from mere identification to a deep-rooted understanding of ‘why’ the underperformance occurred.

Is it a lack of training? Is it a mismatch between talents and tasks? Or perhaps it’s a more systemic issue related to product-market fit? Each diagnosis demands its unique course of action, requiring leaders to blend empathy with decisiveness. As you identify these pain points, you’re not merely putting a spotlight on them; you’re transforming them into actionable insights. Provide the necessary tools, training, or environmental changes, and monitor the impact on performance against the set benchmarks. In this way, underperformance becomes not a point of failure but an opportunity for both personal and organizational growth.

Benchmarks: Your Compass in the World of Sales

To CEOs, Sales Managers, and leaders in the trenches, understand that performance benchmarks are not just numbers on a performance review sheet but the milestones on your roadmap to success. They offer a dynamic, multi-dimensional gauge by which to measure, evaluate, and, most crucially, enhance performance.

Just as a ship’s captain would be rudderless without a compass, your sales team would navigate in the dark without well-defined benchmarks. These are not mere numbers but signposts in your journey toward sales excellence. They offer a vision of what could be and a measurement of what is. Establishing and adhering to these benchmarks provides direction, clarity, and a lens through which to transform challenges into growth opportunities.

Eight of Spades: Defining your corporate sales strategy: Crafting a Sales Process Flowchart: Visualize the stages in your sales process for consistency

Eight of Spades: Defining your corporate sales strategy: Crafting a Sales Process Flowchart: Visualize the stages in your sales process for consistency

The Quintessential Blueprint for Sales Mastery

In architecture, the blueprint guides turn an imagined design into a tangible, functional building. Similarly, a Sales Process Flowchart is the foundational structure upon which sales organizations can build scalable, consistent, and successful strategies. The importance of this tool lies in its ability to crystallize the sales process into a series of actionable steps, thereby providing a roadmap to success. The goal is to achieve consistency, predictability, and scalability, key tenets that enable sales organizations to meet and surpass their revenue targets.

Navigating the Symphony of Sales

Imagine a scenario where each musician in an orchestra independently chooses the tune, pitch, or timing, neglecting the conductor’s directions. The result would undoubtedly be a chaotic cacophony rather than a mellifluous melody. The outcome is no different in a sales organization devoid of structured processes. There would be discord, confusion, and, ultimately, a waste of valuable resources, tarnishing the reputation of the organization. It’s crucial to set the stage with a meticulously designed Sales Process Flowchart, which acts as the conductor, harmonizing the orchestra of sales activities to create a seamless and pleasant experience for both the sales team and the clients.

More Than Just a Visual Representation

One might argue that a flowchart is simply a visual representation—useful but not essential. However, this understates its pivotal role in an organization. A Sales Process Flowchart serves as a multi-faceted instrument, similar to a map charting the course of a river from its source to the ocean. By meticulously documenting each bend, stream, and tributary, one gains understanding and control over its flow. Such a flowchart aids in:

  • Standardization: By laying out a common framework, the flowchart minimizes ambiguities, ensuring that all team members are aligned in their objectives and strategies.
  • Efficiency: When every stage and step is defined, sales representatives can navigate the selling process faster and with more agility, thereby accelerating the sales cycle.
  • Training and Onboarding: For newcomers to the team, the flowchart acts as a quick reference guide, enabling a quicker path to becoming a productive member of the sales force.

Crafting the Masterpiece: Methodological Precision

The development of a Sales Process Flowchart is neither arbitrary nor superficial; it is a blend of art and science. The task begins with identifying key stages in your sales process, such as lead generation, qualification, and closing deals. Each stage must be broken down into actionable components like a skilled craftsman chiseling away at a block of marble to reveal the sculpture within.

Next, these stages are sequenced in a way that makes logical sense. While the sales process can sometimes be iterative, a primary, repeatable pathway is essential for the sake of uniformity. Feedback mechanisms are integrated at crucial junctures to glean insights for continuous improvement. Remember, the flowchart isn’t a static document; it’s a dynamic blueprint that should evolve with market trends, customer preferences, and organizational changes.

The Endgame: Achieving Clarity and Consistency

The ultimate goal of implementing a Sales Process Flowchart is achieving clarity and ensuring consistency. In an age where most buying experiences are shaped by how customers feel they are being treated, consistency is not merely a bonus—it’s a requirement. The flowchart levels the playing field, ensuring that each customer experiences the same quality of service, irrespective of the sales representative they interact with.

Additionally, for the sales team, the benefit is immense. When the fog of ambiguity is lifted, sales professionals can execute their tasks with a well-defined sense of direction, equipped with measurable benchmarks and a clear vision.

Key Takeaways

For sales leaders aiming to elevate their teams to new heights, neglecting the role of a Sales Process Flowchart is not an option. This tool is instrumental in transforming sales strategies into actionable steps, thereby setting the stage for success. Ask yourself, does your organization have a Sales Process Flowchart? If not, it’s time to draw the blueprint for a harmonious, efficient, and wildly successful sales symphony.

Five of Spades: Defining your corporate sales strategy: Setting Clear Sales Objectives and Goals: Establish targets to drive sales team efforts.

Five of Spades: Defining your corporate sales strategy: Setting Clear Sales Objectives and Goals: Establish targets to drive sales team efforts.

Crafting a Resonant Sales Symphony: The Power of Clear Objectives and Goals

In the vast ocean of corporate strategy, the sales department functions much like a ship’s heartbeat, rhythmic and essential, setting the pace for the vessel’s journey. But what, or who calibrates this pulse? How do we ensure that this heart doesn’t race uncontrollably or, worse, skip a beat? CEOs and sales managers would concur that the answer is embedded in well-articulated sales objectives and goals. These are not just arbitrary figures or lofty dreams but are methodically set coordinates guiding the trajectory of sales initiatives.

Imagine, if you will, a vast orchestra. Each instrument represents a member of the sales team. The orchestra’s conductor, analogous to a CEO or sales manager, needs well-composed sheet music, sales objectives, and goals to guide the symphony. Without it, the melody could quickly descend into chaos. Now, consider a ship embarking on a voyage. Its captain sets a destination (the sales objective) and interim stops (sales goals) for resource replenishment. This sequential approach ensures the journey remains on track, no matter how tumultuous the seas are.

Such analogies underscore a simple yet often overlooked truth: the nuances between objectives and goals matter. It’s not just a matter of semantics but strategy. Indeed, companies that distinctively lay out both show a staggering 28% improvement in sales team performance. These figures aren’t mere data points but are a testament to the intertwined psychology and methodology behind sales targets.

However, charting this path is not without its challenges. Aiming too high can be as dangerous as setting sights too low. The former can overshadow the team with an impending sense of inaccessibility, making the climb appear insurmountable. On the other hand, the latter risks inducing a sense of complacency, stifling the potential of a talented sales force.

But how does one strike that impeccable balance? The key, I believe, lies at the intersection of retrospection, analysis, and anticipation. A thorough evaluation of past performances acts as a foundation. For instance, projecting a 50% growth based on the previous year’s 15% without significant infrastructural changes might lean towards fantasy. Furthermore, a finger on the pulse of market trends helps set realistic ambitions. Resources, often a limiting factor, need to be meticulously assessed. Remember, monumental objectives warrant monumental resource allocations. A CEO’s arsenal should also incorporate frontline feedback, an often underutilized yet invaluable asset. And as the sands of the marketplace continually shift, maintaining flexibility in these objectives and goals is paramount.

These defined objectives and goals do more than merely set targets. They breathe life into the organization. They synergize scattered efforts, fostering a culture where ambition thrives, and accountability is cherished. It transforms every deal, every pitch into a cog in the grand machinery of corporate growth.

Setting clear sales objectives and goals is akin to crafting a masterpiece symphony. Each chord, each note, when harmonized, weaves an enchanting melody. CEOs and sales managers, as the chief architects of their organizations, possess the potential to orchestrate this. And in the dynamic dance of sales, where the only constant is change, these well-defined objectives and goals don’t just serve as a compass—they become the essence of the journey. Because the goal, after all, is not just to increase sales but to understand the depth, the method, and the purpose behind it.

The McDonald’s Lesson: Why a Diverse Sales Team Matters for Small Businesses

The McDonald’s Lesson: Why a Diverse Sales Team Matters for Small Businesses

In the annals of American business history, few stories are as captivating as the rise of McDonald’s, immortalized in the 2016 biographical drama film “The Founder.” The story of Ray Kroc, a struggling milkshake machine salesman who transformed a local drive-in into a global fast-food empire, is a classic tale of ambition, innovation, and, controversially, ruthless business acumen.

However, behind the gripping narrative lies a valuable lesson for small businesses today. The McDonald brothers, Richard and Maurice, were entrepreneurs who envisioned a revolutionary fast-food system. Their only significant flaw? They relied heavily on a single salesperson – Ray Kroc – to sell their franchise concept. This dependency proved to be their Achilles’ heel and resulted in them losing control over their brand.

The McDonald brothers had an excellent product and a promising business model. But the near-total reliance on Kroc as their sole franchise salesperson left them vulnerable. When Kroc’s ambition overstepped the boundaries they were comfortable with, they had no alternative but to endure the adverse outcomes, including the eventual loss of their company.

Small businesses must take this lesson to heart in today’s rapidly evolving business landscape. A diverse sales team is no longer a luxury; it’s a necessity. Here’s why:

Control the Message: The Power of Diversity Over Singularity

In the evolving business landscape, the brand message is one of the most pivotal components for success. It is the heartbeat of your organization, resonating with the values, goals, and ethos your company embodies. Yet, when this message is funneled through a singular voice, it often becomes vulnerable to unintentional distortions and personal biases. Imagine an intricate musical piece being played only on one instrument – while it may still carry the tune, it misses the richness and depth that a full orchestra brings.

With a sole salesperson at the helm, there’s a heightened risk of this narrative skew. Their personal experiences, perspectives, or unique communication styles can inadvertently overshadow or drift from the brand’s foundational message. This is not to question the competence or intentions of the salesperson but to understand human nature. We all carry our filters and interpret things based on our lenses. In contrast, a diverse sales team acts as a safeguard. When guided by a unified strategy, multiple voices can reinforce the brand’s core message, iron out anomalies, and present a more rounded, authentic narrative to potential clients.

Moreover, by diversifying the conveyors of your brand message, you’re preserving its integrity and broadening its reach. Different salespeople can resonate differently with a varied clientele, ensuring your brand message is consistent and universally relatable. It’s about striking a balance between consistency and versatility, and in the intricate dance of sales, this balance can make all the difference.

Reduced Dependency: Spreading the Net Wide for Steady Growth

The tale of the McDonald brothers provides a cautionary narrative about the perils of leaning heavily on a singular entity for business advancement. While it seems convenient and efficient in the short term to place the onus of sales on one high-performing individual, this structure is fraught with risks. Over-reliance on a single salesperson can be likened to building a house on a singular pillar – while it might hold for a while, a single crack can bring the entire edifice crashing down.

A broad and diversified sales team acts as a buffer against such risks. Each member brings their strengths to the table, ensuring that the entire operation doesn’t come to a standstill if one cog in the machinery malfunctions. Whether it’s due to changing personal interests, unforeseen circumstances, or the natural evolution of a career, key players might exit the stage at some point. In such scenarios, a well-rounded sales team ensures that the business doesn’t just survive but thrives, adjusting and recalibrating with minimal disruptions.

Furthermore, reduced dependency on a single individual promotes collective growth and shared responsibility. It fosters an environment where team members motivate one another, learn from each other’s successes and setbacks, and drive the business forward as a united front. The lesson is clear: while individual brilliance is always welcome, the future of sustainable growth lies in collective strength and diversity.

Expanded Reach: The Power of Diversity in Scaling New Heights

A homogenous approach can stymie growth in a small company with a single salesperson. Imagine walking into a room where everyone thinks the same, has had the same experiences, and shares the same network. While there might be a comforting familiarity, the scope for fresh insights is limited. Enter a diverse sales team, a veritable melting pot of backgrounds, experiences, and worldviews. The breadth of knowledge and understanding they bring to the table allows businesses to see beyond the obvious and tap into uncharted territories.

Each member of a diverse sales team carries a unique professional, personal history, and distinct network. These networks, spanning various sectors, regions, and demographics, are like numerous doors waiting to be opened. A multicultural salesperson might provide insights into the buying behaviors of a particular community, while someone from a different industry background might spot parallels and opportunities overlooked by others. The cumulative effect is a richer, more nuanced understanding of a broad spectrum of potential clients, leading to more inclusive marketing strategies and products that cater to a broader audience.

Embracing such diversity isn’t just about ticking a box; it’s a strategic move. In a world where businesses vie for every inch of customer attention, a diverse sales team can be the very edge that sets a company apart, enabling it to resonate with a broader audience and ensuring that its message isn’t just heard but truly understood and embraced.

Increased Innovation: The Spark of Diverse Minds

Like any other sector, the world of sales thrives on fresh perspectives and new ideas. When sales teams resemble an echo chamber, echoing the same strategies and views, stagnation is inevitable. However, a diverse group of salespeople, each hailing from varied experiences and backgrounds, becomes a cauldron of creativity. Every pitch, every strategy, and every solution they discuss is a culmination of their unique journeys, a blend of traditional wisdom and avant-garde ideas.

Consider a brainstorming session where a salesperson with a background in tech suggests leveraging a new tool. At the same time, another with experience in the arts offers a storytelling approach. Fusing these distinct perspectives can lead to a groundbreaking strategy that neither could have conceived alone. Such diversity acts as the lifeblood of innovation, pushing boundaries and constantly redefining what’s possible. It instigates challenges to the “that’s how we’ve always done it” mindset, compelling teams to iterate, refine, and reinvent.

Moreover, in a landscape where competition is rife, the companies that stand out are unafraid to think differently, to tread unexplored paths. A diverse sales team becomes an organization’s compass in such scenarios, pointing toward opportunities for innovation, ensuring that the business meets its sales targets and pioneers change, and setting benchmarks for others to follow.

The story of the McDonald brothers and Ray Kroc dramatized in “The Founder,” offers an invaluable business lesson. While having an innovative product and a robust business model is essential, having a diverse sales team that can control your brand message, reduce dependency, expand your market reach, and fuel innovation is equally crucial.

Small businesses today must avoid the McDonald brothers’ error of over-reliance on a single salesperson. By investing in a diverse and well-rounded sales team, companies can ensure sustainable growth and maintain control over their brand’s destiny.

In the early stages of a business, budgetary constraints can make it challenging to expand an in-house sales team, even when the glaring perils of relying on a lone salesperson become evident. But, in our interconnected age, physical presence and full-time employment are just some of the means to tap into top-tier talent. Outsourcing has emerged as a powerful strategy to bolster a salesforce without unduly straining the finances.

Outsourced salespeople or fractional sales professionals offer a compelling solution. These are seasoned veterans, adept at navigating the intricacies of the sales realm, who can be brought on board for specific campaigns or durations. Their expertise ensures businesses benefit from their wealth of experience without committing to long-term overheads. Similarly, companies specializing in business-development representation can be goldmines for startups and SMEs. They can rapidly amplify a company’s outreach, bringing in leads and opening doors that an individual salesperson might need help to knock on. Leveraging such services, businesses can enjoy the advantages of a diversified team while maintaining a lean operational structure.

With Fractional Vice President’s of Sales, such as Sean O’Shaughnessey of New Sales Expert, it is possible to manage a diverse group of sellers that are not direct company employees. While a less experienced sales manager or the company owner may balk at this type of challenge, it perfectly aligns with Sean’s skills and expertise. Don’t let the lack of sales management expertise prevent the expansion of your company’s sales dreams.

The modern sales landscape offers various flexible solutions for companies eager to grow beyond a singular sales voice. Whether through fractional sales leadership, fractional sales roles, outsourced professionals, and dedicated BDR firms, businesses can craft a multi-dimensional sales strategy that combines the nimbleness of a small team with the expansive reach of a more significant force.

Crafting Tomorrow’s Sales Strategy with Lessons from the Past

The McDonald’s narrative, as described in the movie, “The Founder,” is a poignant reminder of the intricate dynamics between innovation, ambition, and brand representation. While the ambition to grow is innate in every business, the path to achieving this growth can significantly shape its future. As we stand on the precipice of a rapidly changing global market, with opportunities and challenges alike, businesses must pivot towards a more inclusive and diversified sales strategy. Embracing diversity, harnessing the power of collective networks, and leveraging innovative outsourcing solutions are not mere options—they’re necessities. Small businesses, in particular, have an exciting chance to rewrite their sales script, infusing it with the vigor of varied voices and expertise. The journey from a local idea to a global empire is fraught with decisions; ensuring that these decisions are made through a diverse prism can be the defining factor between mere survival and unparalleled success. Let the lessons from the past illuminate the road ahead, reminding us that in diversity lies immense strength and phenomenal potential.

Two Tall Guys Talking Sales Podcast – Sales Leadership Mastery: How to Coach, Not Micromanage, Your Team – Episode 44

Two Tall Guys Talking Sales Podcast – Sales Leadership Mastery: How to Coach, Not Micromanage, Your Team – Episode 44

Welcome to another riveting episode of Two Tall Guys Talking Sales with your dynamic hosts, Sean O’Shaughnessey and Kevin Lawson. In this episode, our duo takes on a subject that stirs strong emotions in the sales world: micromanagement. With a combined experience of several decades in sales, Sean and Kevin delve into their philosophies, personal experiences, and provide actionable insights on transitioning from micromanagement to effective leadership. Whether you’re a salesperson, a manager, or a business leader, you’re going to find value in their candid conversation.

Key Topics Discussed:

  1. Micromanagement in Sales: Sean’s personal aversion to micromanagement, his challenges, and how he navigated them during his 38-year career.
  2. Transitioning from Micromanaging to Leadership: Kevin’s insights into the delicate balance between engaging the team and inadvertently falling into micromanagement.
  3. Differentiating Between Green and Seasoned Salespeople: How to manage new salespeople who need structure versus seasoned reps who require trust.
  4. The Importance of Trust in a Sales Team: Bad examples of trust violations and the cultivation of a culture of trust within the sales organization.
  5. Becoming a Leader: Strategies and practical advice for transitioning from a micromanager to a leader, and the value it brings to the sales culture.

Key Quotes:

  • Sean: “I despised anybody who was going to drive me day to day, ask me every single thing, question every single deal just didn’t fit well with my personality.”
  • Kevin: “How can I help? That’s how the shift comes in my mind from a micromanager to an effective leader. Instead of asking detail, detail, detail, they’re asking about resource, resource, strategy, that’s the big shift for me.”

In this engaging episode of Two Tall Guys Talking Sales, Sean and Kevin don’t just identify the problems associated with micromanagement but provide actionable insights and solutions for how to evolve into an effective leader. Whether you’re just beginning in sales or leading a team, their candid conversation will offer you strategies to avoid micromanagement, build trust within your team, and create a culture of success. Don’t miss this chance to learn from two seasoned sales veterans – tune in to this episode and take your sales leadership skills to the next level!

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
Champions & Coaches: Understanding Key Players in Your B2B Sales Strategy

Champions & Coaches: Understanding Key Players in Your B2B Sales Strategy

In the intricate and often unpredictable world of B2B sales, two terms frequently arise: “Champions” and “Coaches.” While somewhat similar, these labels correspond to entirely distinct roles in the sales process. Each plays a vital part, yet misinterpreting or misusing these roles can lead to the loss of your sales opportunity. Many experts believe that believing you have a Champion when you only have a Coach is the biggest problem in long-running sales campaigns.

This article aims to delve deeper into the specific role of the Champion, introduce an innovative strategy known as “Champion Chess,” and illustrate how these elements can transform your B2B sales approach for the better.

Coaches and Champions are both part of the Opportunity Qualification system known as MEDDPICCC. MEDDPICCC stands for

  • M – Metrics
  • E – Economic Buyer
  • D – Decision Criteria
  • D – Decision Process
  • P – Paperwork Process
  • I – Identification of Goal
  • C – Coach
  • C – Champion
  • C – Competition

Deep Dive into the Role of Champions

In the sales universe, a Champion isn’t merely a supporter of your business or service; they actively advocate for your product or service within their organization. Champions usually occupy a strategic position within their company, influencing decision-making processes that can make or break your sales success.

The power of a Champion in the sales process is remarkable. They can effectively expedite sales cycles by persuading their organization of your product’s value, thus overcoming internal objections and resistance. Their advocacy of your solution goes beyond the superficial – they believe in your product’s merit and fight for its adoption and success within their organization. These qualities make Champions an invaluable asset and integral to any successful B2B sales strategy.

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