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Don't save customer referral calls for final validation. Use them as a strategic tool throughout the entire sales process. Coach your customer advocate to speak specifically to the buyer's current hurdle, whether it's establishing priority, agreeing on value, or defining an evaluation plan. A targeted customer story can unstick a deal at any stage.
Typical sales stages like "Demo" or "Proposal" are seller-centric. A more effective process uses buyer-centric stages like "Problem Agreement" or "Value Agreement." This focuses the sales motion on what decisions the buyer needs to make to move forward confidently.
Deals often stall because customers don't know the next steps. Effective salespeople prevent this by proactively presenting a prescriptive, opinionated roadmap for evaluation, onboarding, and purchase. This creates momentum and surfaces blockers like legal or security reviews early.
With risk-averse buyers, you must define the entire decision-making process, including stakeholders and timelines, during initial stages. This prevents the common mid-funnel stall where prospects retreat to "gather more information" without a clear next step, putting the salesperson back in control of the deal's momentum.
Activities like demos or discovery calls are not rigid stages but versatile tools to be deployed at any point in the sales cycle. A demo can be used to establish problem agreement, while discovery can be used to confirm value later in the deal. Decoupling tools from stages gives reps the flexibility to mature the buyer's decision-making as needed.
If you've successfully established buyer pull in the first call, the selling is over. Your role then shifts from salesperson to project manager. Your job is to help the buyer navigate their internal hurdles (procurement, security, etc.) to get the deal done, not to keep convincing them.
By proactively asking about potential deal-killers like budget or partner approval early in the sales process, you transform them from adversarial objections into collaborative obstacles. This disarms the buyer's defensiveness and makes them easier to solve together, preventing them from being used as excuses later.
Don't wait until a customer sees ROI to ask for referrals. The best time is during the closing process when their excitement is at its peak. Offer a discount in exchange for five introductions to their colleagues, capitalizing on the psychological high of a new purchase before it fades.
Many salespeople passively wait for a decision after sending a proposal. This is a critical mistake. The post-proposal phase is when the sale truly begins. You must proactively add value by sharing case studies, new ideas, and insights to maintain urgency and guide the deal to close.
When a large deal stalls due to customer hesitation, propose a smaller, focused initial program. This "mini close" lowers the perceived risk for the buyer, secures an initial commitment, and exponentially increases the likelihood of winning the larger engagement later by building momentum and trust.
Don't assume your buying process is easy for the customer. What's simple for you is a new, complex situation for them. Salespeople lose deals by creating friction. To win, you must identify these "barriers of engagement" and do the work for the customer to make purchasing as simple as possible.