This is #16 in a series about the 24 Lumina Sales Qualities and how you can leverage those qualities to improve your ability to attract more clients, build deeper long-lasting relationships, and achieve personal and professional success.

If you’ve been following this series you know that our sales team – Phil, Rob, and John (sales manager) have just completed the third step of Stage 4 in the sales cycle, Detailed Proposal; and are now moving into Co-creating. John has been coaching Phil and Rob through the various stages of the sales cycle with their client and they are now actively Recommending Solutions to eventually Get Commitment, the fifth stage of the sales cycle.

We already know that when you arrive at Recommending Solutions, your proposals will play a vital role in gaining the client’s commitment to your proposed recommendation. In our last blog, we learned that the importance of putting forth a Detailed Proposal that reflects the quality of what we are offering the client. One of the ways we do so is by Co-creating with the client to show a willingness to compromise on our offering.

John: We work really hard on our detailed proposals. Often, because we work so hard, it can be easy to lose sight of why we are doing them in the first place … for the client. When we co-create with them, we display a desire for shared success and demonstrated willingness to work together in an effective way to win their trust. By working to their needs and making compromises when necessary, we can ensure maximum satisfaction.

John is highlighting the sales quality of Co-creating. Negotiation and willingness to compromise can be valuable when shaping your sales offering. And while accommodating your client’s needs is central to the business pursuit, it is important not to over-commit when you customize solutions to address the needs of your client as this can lead to future difficulties when actually delivering. When building proposals always take into full account any critical factors, based on current realities and be ready to share these with your client if they ask for something which may not be in your (or your clients) best interest.

Tune in next time when we’ll move into the fifth stage of the Sales Cycle – Get Commitment.

“Half of the troubles of this life can be traced to saying yes too quickly and not saying no soon enough.” – Josh Billings, American Humorist

Marcel

Lumina helps sales professionals see how their behavior traits and personality show up in a selling situation.  Is your sales team effective in understanding client needs?  We can now scientifically measure sales professionals’ strengths and development areas in the sales process.  If you’re interested in learning more, contact me at 972.841.5890 or marcel.brunel@luminalearning.com and let’s set up a time to talk.

Missed earlier articles? Catch up with John and his sales team and previous sales qualities here.

This is #15 in a series about the 24 Lumina Sales Qualities and how you can leverage those qualities to improve your ability to attract more clients, build deeper long-lasting relationships, and achieve personal and professional success.

If you’ve been following this series you know that our sales team – Phil, Rob, and John (sales manager) have just completed the second step of Stage 4 in the sales cycle, Convincing; and are now moving into Detailed Proposal. John has been coaching Phil and Rob through the various stages of the sales cycle with their client and they are now actively Recommending Solutions to eventually Get Commitment, the fifth stage of the sales cycle.

We already know that when you arrive at Recommending Solutions, your proposals will play a vital role in gaining the client’s commitment to your proposed recommendation. In our last blog, we learned that you must Convince the client that you are able to serve them and their needs with confidence. One of the ways we do so is by putting forth a Detailed Proposal that reflects the quality of what we are offering the client.

Rob: John, we’ve talked a lot about how important it is for us to be both enthusiastic and convincing in recommending solutions to our client. At some point, I suspect a great attitude won’t be enough. What else do we need to consider?

John: You are spot on Rob. The passion we have for our solution is critical but we also have to back up our passion with real substance. In our proposal, we have to provide enough information to the client so they can make an informed decision. It may mean including facts and figures for our more detailed-oriented clients or a clear plan of action based on some of our past experiences and results. Whatever the case, we need to take each client into account and present the proposal in a way that is relevant to them and answers the critical questions they need answered to move forward.

Rob and John are discussing the sales quality of Detailed Proposal. Aside what they must do to be successful, they also need to avoid getting lost in the detail during this stage. The desire to make the perfect proposal can lead to hesitation and a lack of action. It would be easy for John and his team to be stuck in indecision trying to find the best way to win the client over. So, it’s best that they focus on the first steps and demonstrate the feasibility to the client first before trying to hone the sale completely.

Tune in next time when we’ll continue with our Recommended Solutions and learn more about how to negotiate and compromise with our client to deliver the best solution to their business need.

“After all, winning business is what writing proposals is all about.” – Tom Sant, Persuasive Business Proposals: Writing to Win More Customers, Clients, and Contracts

Marcel

Lumina helps sales professionals see how their behavior traits and personality show up in a selling situation.  Is your sales team effective in understanding client needs?  We can now scientifically measure sales professionals’ strengths and development areas in the sales process.  If you’re interested in learning more, contact me at 972.841.5890 or marcel.brunel@luminalearning.com and let’s set up a time to talk.

Missed earlier articles? Catch up with John and his sales team and previous sales qualities here.

This is #14 in a series about the 24 Lumina Sales Qualities and how you can leverage those qualities to improve your ability to attract more clients, build deeper long-lasting relationships, and achieve personal and professional success.

If you’ve been following this series you know that our sales team – Phil, Rob, and John (sales manager) have just completed the first step of Stage 4 in the sales cycle, Enthusing; and are now moving into Convincing. John has been coaching Phil and Rob through the various stages of the sales cycle with their client and they are now actively Recommending Solutions to eventually Get Commitment, the fifth stage of the sales cycle.

We already know that when you arrive at Recommending Solutions, your proposals will play a vital role in gaining the client’s commitment to your proposed recommendation. In our last blog, we learned that you must Enthuse the client to enroll them into working with you in the long term. Now, we look to understand the value of Convincing clients that you have the ability to serve them and their needs with confidence.

John: By now, you know how important it is that we have a strong recommendation for our client and that we can communicate our recommendation to them with enthusiasm. Unfortunately, enthusiasm alone won’t be enough to convince our clients to go with us.  We must be able to convince them that what we are recommending is robust and that we can guarantee them the services we are promising. At the same time, we can’t come across as too forceful when trying to convince them that we have is what they are looking for. If we do, our clients might feel put off by our directness and feel rushed into making a decision. We must continue to always understand their needs and be prepared to back off and listen to their feedback, adjusting our recommendation if necessary.

John is talking about the sales quality of Convincing. Being convincing enables you to paint a clear picture of your recommendation while being highly engaging and creative in how you present the ideas to reassure your client that they are in safe hands.  You reinforce your proposals with facts and figures to appease the data‐orientated and when building proposals always take into full account any critical factors, based on current realities for the client. The risk is all of this is that at times you may come across as too forceful and may intimidate a client away from your proposal. Balance and truly understanding your clients is key.

Tune in next time when we’ll continue with our Recommended Solutions and learn more about how to present a detailed proposal that we can continue to co-create with our client to deliver the best solution to their business need.

“If you can’t explain it simply, you don’t understand it well enough.” Albert Einstein

Marcel

Lumina helps sales professionals see how their behavior traits and personality show up in a selling situation.  Is your sales team effective in understanding client needs?  We can now scientifically measure sales professionals’ strengths and development areas in the sales process.  If you’re interested in learning more, contact me at 972.841.5890 or marcel.brunel@luminalearning.com and let’s set up a time to talk.

Missed earlier articles? Catch up with John and his sales team and previous sales qualities here.

This is #13 in a series about the 24 Lumina Sales Qualities and how you can leverage those qualities to improve your ability to attract more clients, build deeper long-lasting relationships, and achieve personal and professional success.

If you’ve been following this series you know that our sales team – Phil, Rob, and John (sales manager) have completed Stage 3 the sales cycle, Understand Needs; and are now moving into Stage 4, Recommend Solutions. John has been coaching Phil and Rob through the first three stages of the sales cycle and they are now ready to begin Recommending Solutions to their client where they will need to leverage the qualities of Enthusing, Convincing, Detailed Proposal and Co-Creating to eventually Get Commitment, the fifth stage of the sales cycle.

When you arrive at Recommending Solutions, your proposals will play a vital role in gaining the client’s commitment to your proposed recommendation. A proposal must be thorough so that the client is clear on what you are offering. You must also enthuse the client to enroll them into working with you in the long term. A strong relationship based on trust, respect, rapport, and value is just as effective as an enticing proposal.

John knows that to do this well, he needs to need to work through the following four‐step process with his team:

1. Co‐create a client‐centered solution ‐ define deal structure
2. “Know thy self, know thy enemy” ‐ dispatching competitors
3. First presentation of proposal to client
4. Internally ‐ secure funding to make a bid

He also knows process alone won’t be enough.

John: We’ve done a lot of great work so far to understand the business goals, challenges, and needs of our client and now we really feel like we have a great solution to share with them. That’s important! When we get in front of the client, we have to enthusiastically communicate our ideas to them. If we don’t feel convinced, then it would be really hard to convince them. The passion we have for the solution will transfer to how we communicate about it, so we need to be responsible for the energy we bring. At the same time, we have to meet the client where they are. We don’t want to overwhelm them with our enthusiasm by overloading them with options. It is just as important to give them time to digest and reflect on our solutions.

John is talking about the sales quality of Enthusing. Enthusing enables you to engage your clients through energizing and simulating conversations to quickly build a dynamic rapport. Doing so enables you to draw answers from them to evolve your offering and address their precise needs. Maintaining a dynamic approach will also boost client interest when you make your recommendations. The clarity of your vision and ideas is important so plan to flex and adapt as needed to meet the client where they might be as well.

Tune in next time when we’ll continue with our Recommended Solutions and learn more about how to deliver with confidence so that we create a Convincing argument for selection of our product or service.

“Enthusiasm moves the world.” Arthur James Balfou

Tone is the dipstick to your heart. Your passion helps transfer knowledge. Lack of passion is lack of tone. Be responsible for your energy.

Marcel

Lumina helps sales professionals see how their behavior traits and personality show up in a selling situation.  Is your sales team effective in understanding client needs?  We can now scientifically measure sales professionals’ strengths and development areas in the sales process.  If you’re interested in learning more, contact me at 972.841.5890 or marcel.brunel@luminalearning.com and let’s set up a time to talk.

Missed earlier articles? Catch up with John and his sales team and previous sales qualities here.

This is #12 in a series about the 24 Lumina Sales Qualities and how you can leverage those qualities to improve your ability to attract more clients, build deeper long-lasting relationships, and achieve personal and professional success. 

If you’ve been following this series you know that our sales team – Phil, Rob, and John (sales manager) are now in Stage 3 of the sales cycle – Understand Needs. John has been coaching Phil and Rob through the sales qualities that are tied to this stage: Stimulating Ideas, Voice of Reason, and Discerning Assessment. As we finish up this stage, the team will be using Reflective Understanding to ensure that they have fully captured their client’s goals, challenges and needs in order to advance to the next stage: Recommend Solutions.

Perhaps the most important behavior in understanding a client’s needs is effective listening. This means being fully engaged and not distracted by the environment, a mobile device, or by formulating what you want to say next. Too often in sales we focus on becoming a dynamic presenter. I suggest that you strive instead to becoming a dynamic listener. You never hear a client say they’re not moving forward because “you listened too much.” You may talk your way out of a sale, but you can’t listen your way out of a sale.

Listening is the first step in reflective understanding and is the initial topic as we check in on John and Phil’s one-on-one to debrief a client meeting. John had attended the meeting and is giving Phil some constructive feedback.

John: In client meetings it’s always important to stay present and in the moment. To listen. Really listen. You did a good job of that today.  I know it’s easy to get distracted by your cellphone, especially when you’re working on more than one engagement. It’s essential that you make it clear to the client you’re with that they have your full attention. It’s the difference that makes the difference. When you react to a phone beep or to someone walking by, or even just appear to be distracted, it makes the client feel less important and may limit what they will share with you. So good job today on avoiding distractions.

John: I would add that it’s also important in your conversation to provide your thoughts and feedback on what you’ve heard. Without airing your views, it can be hard for clients to know that you understand their situation. It is important to show the client that you are fully engaged and sensitive to their thoughts and concerns so you don’t come across as uninterested in the eyes of the client who may then feel uncomfortable speaking openly. I found myself asking some of the probing questions that would have been better coming from you. And…taking notes is great. But if I just write things down and don’t ask questions to clarify or offer some thoughts about the information, the client may perceive that I don’t fully understand and/or that I’m too hesitant or passive to ask. There’s a point in the conversation when you should be able to offer a recommended direction (not a solution at this point) based on what they’ve told you. You might say something like: You know, from my experience and expertise, here’s how we might move forward…

Tune in next time when we’ll move to Stage 4 in the Sales Cycle: Recommend Solutions

“Listening is about being present, not just about being quiet.” Krista Tippett

Clear eyes, full heart, can’t lose,

Marcel

Lumina helps sales professionals see how their behavior traits and personality show up in a selling situation.  Is your sales team effective in understanding client needs?  We can now scientifically measure sales professionals’ strengths and development areas in the sales process.  If you’re interested in learning more, contact me at 972.841.5890 or marcel.brunel@luminalearning.com and let’s set up a time to talk.

Missed earlier articles? Catch up with John and his sales team and previous sales qualities here.

Sé la Diferencia que haga la Diferencia

Este es el duodécimo de una serie sobre las 24 Cualidades de Venta de Lumina y cómo hacer uso de ellas para mejorar tu capacidad para atraer más clientes, construir relaciones más profundas y duraderas y alcanzar éxito personal y profesional.

Si has estado siguiendo esta serie sabes que nuestro equipo de ventas – Felipe, Roberto y Juan (gerente comercial) se encuentran ahora en la tercera Etapa del ciclo – Comprender Necesidades. Juan a proporcionado coaching a Felipe y Roberto sobre las cualidades vinculadas con esta etapa: Ideas Estimulantes, Voz de la Razón y Comprensión Reflexiva. A medida que finalizamos con esta etapa, el equipo estará utilizando la Comprensión Reflexiva para garantizar que han logrado captar completamente las metas, desafíos y necesidades del cliente con objeto de avanzar a la siguiente: Recomendar Soluciones.

Quizás la conducta más importante para comprender las necesidades de un cliente es la escucha eficaz. Esto significa estar completamente involucrado y no distraído por el entorno, un dispositivo móvil, o pensando en lo que quieres decir a continuación. A menudo en las ventas nos enfocamos en convertirnos en un presentador dinámico. Yo sugiero que en lugar de ello te esfuerces en convertirte en un escucha dinámico. Nunca escucharás a un cliente decir que no seguirá adelante debido a que “lo escuchaste demasiado.” Puedes perder la venta por hablar, pero nunca por escuchar.

Escuchar es el primer paso en la comprensión reflexiva y el tema inicial en la reunión uno a uno entre Juan y Felipe para resumir la entrevista con un cliente. Juan asistió a dicha entrevista y está proporcionando retroalimentación constructiva a Felipe.  

Juan: En reuniones con clientes siempre es importante mantenerse presente y en el momento. Escuchar. Realmente escuchar. Hiciste un buen trabajo con ello el día de hoy. Sé que es sencillo distraerte con tu teléfono celular, especialmente cuando estás trabajando en más de una oportunidad. Resulta esencial que le quede claro al cliente con el que te encuentras que tendrá toda tu atención. Es la diferencia que hace la diferencia. Cuando reaccionas a una señal de tu teléfono o a alguien pasando por ahí e incluso cuando pareces estar distraído, esto hace que el cliente se sienta menos importante y puede limitar lo que va a compartir contigo. Así que buen trabajo hoy evitando distracciones.

Juan: Podría agregar que también resulta importante que durante tu conversación proporciones tus opiniones y retroalimentación sobre lo que has escuchado. Sin compartir tus perspectivas, puede ser difícil para los clientes saber si comprendes su situación. Es importante mostrar al cliente que estás completamente involucrado y sensible a sus pensamientos y preocupaciones para evitar con ello parecer desinteresado ante él y que se sienta incómodo al hablar abiertamente. Yo me encontré haciendo algunas de las preguntas de investigación que hubiera sido mejor que tú hicieras. Y…tomar notas es genial. Pero si únicamente tomas notas y no efectúas preguntas para clarificar o proporcionas algunas opiniones sobre la información, el cliente puede percibir que no lo comprendo completamente y/o que soy demasiado renuente o pasivo para preguntar. Hay un punto en la conversación en el que debes ser capaz de recomendar un camino a seguir (no una solución en este punto) basado en lo que te han dicho. Podrías decir algo como: Sabe, desde mi experiencia y preparación, así es como podríamos avanzar…

Sintonízanos la siguiente vez para avanzar a la Cuarta Etapa del Ciclo de Ventas: Recomendar Soluciones.

“Escuchar consiste en estar presente, no sólo en estar callado.” Krista Tippett

Lumina ayuda a los profesionales de ventas a ver como sus rasgos de conducta y personalidad se presentan en una situación comercial. ¿Tu equipo es eficaz para comprender las necesidades del cliente? Ahora podemos medir científicamente las fortalezas y áreas de desarrollo de los profesionales en el proceso de venta. Si estás interesado en aprender más, contáctame al 972.841.5890 o marcel.brunel@luminalearning.com y establezcamos un tiempo para conversar

¿Te perdiste artículos anteriores? Ponte al día con Juan y su equipo de ventas y las cualidades comerciales previas aquí.

This is #11 in a series about the 24 Lumina Sales Qualities and how you can leverage those qualities to improve your ability to attract more clients, build deeper long-lasting relationships, and achieve personal and professional success.

In this series we’ve been following the progress of a cloud security sales team through a 6-stage sales cycle. Our team members, Phil, who’s still relatively new, Rob, a more seasoned sales professional, and John, their sales manager, are now in Stage 3 – Understand Needs – of the cycle, having completed Stage 1 – Research & Acquire Market Knowledge and Stage 2 – Prospect & Engage Clients.

As we look in on the team, John and Rob are in their weekly one-on-one discussing Rob’s last meeting with the client, which didn’t go as he had planned.

John knows that, as an experienced sales professional with an abundance of knowledge about their offerings, Rob can sometimes jump to a recommendation and get out of alignment with the client. Rob’s intentions are good, but it can be off-putting to the client if they don’t feel they’ve been completely heard or kept up-to-date in the process.

Let’s listen in.

John: I recognize that you’ve seen this client’s issues before. And I get your enthusiasm to connect the dots from their needs to your recommendation. But if you want to ensure this client’s satisfaction, it’s crucial that you keep them informed and up-to-date at every stage of the process. Make a point of asking for their thoughts and feedback along the way. Even though you may feel like you’ve seen it all before, every client is unique. Take the time to get a complete picture of their situation and how you can help them address it.

Rob: Yeah, but sometimes it seems like they don’t even know what they want or need.

John: Sometimes the best way to identify a client’s needs is to let the discussion flow and only interject in the most critical moments. If you get over-anxious and forge ahead, they may perceive you as too detached from their actual needs and start to withdraw from you. Give your client a comfortable environment to air their views. Keep your attention in tune with their expectations. Another way to ensure you are in alignment with your client is to keep them in the loop. The worst place to be is out of the loop. The best place to be is in respectful alignment. Make the time to periodically check in – ask, are we still on track? Remember this fundamental principle: it’s harder to know where you are in your selling process when you’re unsure/unclear of where your client is in their buying process.

The sales quality that John was coaching with Rob was “discerning assessment,” which is about keeping the client informed and gathering thoughts and feedback to ensure that you stay in alignment. As they end their conversation, John cautions Rob not to let his enthusiasm or desire to close the deal overextend this quality to its opposite – appearing aloof or detached from the client’s needs.

Tune in next time when we’ll move to the next Sales Quality in this series: Reflective Understanding.

Clear eyes, full heart, can’t lose,

Marcel

Lumina helps sales professionals see how their behavior traits and personality show up in a selling situation.  Is your sales team effective in understanding client needs?  We can now scientifically measure sales professionals’ strengths and development areas in the sales process.  If you’re interested in learning more, contact me at 972.841.5890 or marcel.brunel@luminalearning.com and let’s set up a time to talk.

Missed earlier articles? Catch up with John and his sales team and previous sales qualities here.

Dos Detalles Críticos: Al Tanto de la Situación y En Alineación

Este es el undécimo de una serie sobre las 24 Cualidades de Venta de Lumina y cómo hacer uso de ellas para mejorar tu capacidad para atraer más clientes, construir relaciones más profundas y duraderas y alcanzar éxito personal y profesional. 

En esta serie hemos estado siguiendo el progreso de un equipo de ventas de servicios de seguridad en la nube a través de un ciclo comercial de seis pasos. Los integrantes del equipo, Felipe, quien es relativamente nuevo, Roberto, un profesional más experimentado, y Juan, su gerente comercial, se encuentran ahora en la tercera Etapa del ciclo – Comprender Necesidades, después de haber completado las dos primeras, Investigar y Adquirir Conocimiento de Mercado y Prospectar e Interactuar con Clientes.

Mientras observamos al equipo, Juan y Roberto están en su reunión semanal cara a cara discutiendo la última reunión de Roberto con un cliente, que no funcionó tal y como la había planeado.

Juan sabe que, como un experimentado profesional de ventas con abundantes conocimientos sobre sus ofertas, en ocasiones Roberto puede saltar a una recomendación y dejar de estar alineado con el cliente. Las intenciones de Roberto son buenas, pero puede ser poco atractivo para el cliente si siente que no están siendo totalmente escuchado o se le mantiene actualizado en el proceso.

Escuchemos que sucede.

Juan: Reconozco que ya has visto antes estos problemas del cliente. Y comprendo tu entusiasmo por conectar los puntos de sus necesidades con tu recomendación. Pero si quieres garantizar la satisfacción del cliente es crucial que lo mantengas informado y actualizado en cada etapa del proceso. Insiste en preguntar por sus pensamientos y retroalimentación a lo largo del camino. Aunque sientas que ya lo hayas visto todo antes, cada cliente es único. Toma el tiempo para obtener una visión general sobre su situación y cómo puedes ayudarles a enfrentarla.

Roberto: Si, pero en ocasiones parece como si no supieran lo que necesitan.

Juan: En ocasiones la mejor forma de identificar las necesidades del cliente es dejar que fluya la discusión e interrumpir únicamente en los momentos más críticos. Si te muestras demasiado ansioso y tomas la delantera, te pueden percibir alejado de sus necesidades actuales y comiencen a alejarse de ti. Brinda a tu cliente un entorno confortable para ventilar sus perspectivas. Mantén tu atención en sintonía con sus expectativas. Otra forma de garantizar que te encuentras en alineación con tu cliente es mantenerlo al tanto de la situación. El peor lugar en el que un cliente puede estar es “al margen de la situación.” El mejor lugar para nosotros en ventas es mantenernos “en respetuosa alineación.” Toma el tiempo para verificar/preguntar periódicamente, ¿seguimos según lo planeado? Recuerda este principio fundamental: es más difícil saber en dónde te encuentras en tu proceso de venta cuando no estás seguro o no tienes claro en dónde se encuentra tu cliente en su proceso de compra.

La cualidad de venta a la que Juan le estaba dando coaching a Roberto era la “evaluación diferenciadora,” que consiste en mantener al cliente informado y recopilar pensamientos y retroalimentación para garantizar que te mantengas en alineación. A medida que concluyen su conversación, Juan señala a Roberto que no permita que su entusiasmo o deseo de obtener el compromiso del cliente extralimite esta capacidad a su opuesto – parecer distante o indiferente a las necesidades del cliente.

Sintonízanos la siguiente vez para avanzar a la siguiente Cualidad Comercial en esta serie: Comprensión Reflexiva.

Lumina ayuda a los profesionales de ventas a ver como sus rasgos de conducta y personalidad se presentan en una situación comercial. ¿Tu equipo está comprendiendo eficazmente las necesidades del cliente? Ahora podemos medir científicamente las fortalezas y áreas de desarrollo de los profesionales en el proceso de venta. Si estás interesado en aprender más, contáctame al 972.841.5890 o marcel.brunel@luminalearning.com y establezcamos un tiempo para conversar

¿Te perdiste artículos anteriores? Ponte al día con Juan y su equipo de ventas y las cualidades comerciales previas aquí.

This is #10 in a series about the 24 Lumina Sales Qualities and how you can leverage those qualities to improve your ability to attract more clients, build deeper long-lasting relationships, and achieve personal and professional success.

If you’ve been following along in this series you know that our sales team – Phil, Rob, and John (sales manager) are now in Stage 3 of the sales cycle – Understand Needs. This stage has a four-step process:

1. Qualify client in; qualify client out
2. Understand client decision process and buying criteria
3. Go? No go? Assess probability of making the sale
4. Internally – secure funding to design a solution

One of the key sales qualities in this stage is Voice of Reason – using a focused and rational approach to help bring clarity to a client’s situation and then identifying areas where you may be able to support them. Voice of reason is one of the qualities that helps the sales professional move from being perceived as a “vendor” to being treated as a “trusted advisor.”

Phil, the newest member of our sales team, is having a little difficulty with this concept. He just wants to move things forward and make the sale, especially since year end is fast approaching. John provides some coaching at their one-on-one.

John: Many years ago, I sat next to a senior leader at a sales function. Looking around the room full of sales professionals, he said to me, “Sales has two types of people in it…those looking to help others – “shoulders up people” and those looking to help themselves, “shoulders down people.” Shoulders up people, he said, leverage their heads to help the client achieve their business objectives. Shoulders down people, leverage everything but their head to run around and give the best pricing to win the business.

I’ve thought about that a lot since then and here’s what I’ve observed: Shoulders up people see time as their friend because they have a strategy for their territory and major accounts; they create value by helping their customers achieve their objectives, solve their problems and meet their needs. they ask beyond-the-obvious questions…get beyond-the-obvious answers…and then make beyond-the-obvious recommendations. They position themselves as a trusted advisor, listening to what the client has to say and then adding value by turning that information into insight and relevant possible solutions.   

Conversely, here are the behaviors I see with shoulders down sales professionals: They see time as the enemy…they fear the end of the month, end of the quarter and end of the year; they create value by cutting their price; they ask the customer Jurassic questions…they get Jurassic answers…and then they make Jurassic recommendations.

Phil: So what can I do to be…as you say…more shoulders up?

John: Here are 3 things you can do to help your client see you as a trusted advisor.

1. Get in early on the client’s decision process by asking about and understanding their business goals, first and foremost. Then do your best work to understand their business challenges and needs. Let them know from the beginning that your number one objective is helping them achieve their goals.  Without knowing what the business goals are, you are unaware as to where the business challenges and needs come from.
2. Any time you say something, share something, or show something link it to their business goals and challenges. “You said you have these business goals, here’s how we can help…you have these business challenges, here is how we can help.”
3. Close the loop. Schedule a business review at 3 months or 6 months to discuss how you are doing in meeting their goals, challenges and needs. This is an opportunity for you to get into respectful alignment with your client to reflect on three areas: relationship, results and how to proceed forward together.

As they finish their conversation John reminds Phil that in addition to helping the client meet their goals it’s also important to connect on a personal level.

John: Make a point of listening to their personal concerns. Remember, your desire for results and progress may be perceived as aggressive and the client might shy away or feel uncomfortable disclosing too much to you.

Clear eyes, full heart, can’t lose,

Marcel

Lumina helps sales professionals see how their behavior traits and personality show up in a selling situation.  Is your sales team effective in understanding client needs?  We can now scientifically measure sales professionals’ strengths and development areas in the sales process.  If you’re interested in learning more, contact me at 972.841.5890 or marcel.brunel@luminalearning.com and let’s set up a time to talk.

Missed earlier articles? Catch up with John and his sales team and previous sales qualities here.

Agregar Valor mediante la Voz de la Razón: Asesor Confiable

Este es el décimo de una serie sobre las 24 Cualidades de Venta de Lumina y cómo hacer uso de ellas para mejorar tu capacidad para atraer más clientes, construir relaciones más profundas y duraderas y alcanzar éxito personal y profesional.

Si le has dado seguimiento a esta serie sabrás que nuestro equipo de ventas – Felipe, Roberto y Juan (gerente comercial) se encuentran ahora en la tercera Etapa del ciclo – Comprender Necesidades. Esta cuenta con un proceso de cuatro pasos:

1. Cualificar o descalificar al cliente
2. Entender el proceso de decisión del cliente y sus criterios de decisión
3. ¿Seguir adelante o no? Evaluar la probabilidad de realizar la venta
4. Internamente – asegurar los fondos para diseñar una solución

Una de las cualidades comerciales clave en esta etapa es la Voz de la Razón – emplear un enfoque focalizado y racional para ayudar a clarificar la situación del cliente y posteriormente identificar aquellas áreas en las que podrías apoyarlo. La voz de la razón es una de las cualidades que ayudan al profesional de ventas a dejar de ser percibido como un “vendedor” y comenzar a ser tratado como un “asesor confiable.”

Felipe, el nuevo integrante de nuestro equipo comercial, está teniendo una pequeña dificultad con este concepto. El tan solo quiere avanzar rápidamente y realizar la venta, especialmente debido a que el fin de año se aproxima rápidamente. Juan le brinda coaching durante su reunión personal.

Juan: Hace muchos años, me senté junto a un experimentado líder durante un evento comercial. Observando el salón repleto de profesionales de ventas, él me dijo, “En las ventas existen dos tipos de personas…aquellas buscando ayudar a otras – “de hombros levantados” y aquellos buscando ayudarse a sí mismas “de hombros caídos.” Las de hombros levantados, agregó, hacen uso de sus cabezas para ayudar al cliente a alcanzar sus objetivos de negocio. Las de hombros caídos, hacen uso de cualquier cosa, a excepción de su cabeza, para correr por todos lados y ofrecer el mejor precio para ganar el negocio.

Desde entonces he pensado mucho en ello y esto es lo que he observado: Las personas de hombros levantados ven el tiempo como su mejor amigo debido a que cuentan con una estrategia para su territorio y cuentas clave; crean valor al ayudar a sus clientes a alcanzar sus objetivos, resolver sus problemas y satisfacer sus necesidades. Efectúan preguntas más allá de lo obvio…obtienen respuestas más allá de lo obvio…y luego realizan recomendaciones más allá de lo obvio. Se posicionan a sí mismos como un asesor confiable, escuchando lo que el cliente tiene que decir y luego agregando valor al transformar dicha información en insight y en posibles soluciones relevantes.

Por otra parte, estas son las conductas que veo en los profesionales de ventas de hombros caídos: Ven el tiempo como su enemigo…temen el fin de cada mes, trimestre y año; crean valor reduciendo su precio; efectúan al cliente preguntas del Jurásico…obtienen respuestas del Jurásico…y luego realizan recomendaciones del Jurásico.

Felipe: ¿Qué puedo hacer para…como tú dices…ser más de hombros levantados?

Juan: Aquí hay tres cosas que puedes hacer para ayudar a tus clientes a verte como un asociado confiable.

1. Involúcrate lo antes posible en el proceso de decisión del cliente al preguntar y entender antes que nada sus metas de negocio. Luego, realiza tu mejor esfuerzo por entender sus desafíos y necesidades. Déjales saber desde el principio que tu objetivo número uno es ayudarles a alcanzar sus metas. Si desconoces cuáles son sus metas de negocio, desconocerás de dónde provienen sus desafíos y necesidades.
2. Cada vez que les digas, compartas o muestres algo vincúlalo siempre con sus metas y desafíos de negocio. “Ha comentado que tiene las siguientes metas de negocio, así es como le podemos ayudar…tiene estos desafíos de negocio, así es como le podemos ayudar.”
3. Cierra el ciclo. Programa una revisión de negocio a los 3 o 6 meses para discutir cómo vas en la satisfacción de sus metas desafíos y necesidades. Esta es una oportunidad para mantenerte en respetuosa alineación con tu cliente para reflexionar en tres áreas: relación, resultados y como avanzar juntos hacia adelante.

A medida que concluyen su conversación Juan le recuerda a Felipe que además de ayudar al cliente a alcanzar sus metas también es importante conectarse con él a nivel personal.

Juan: Insiste en escuchar cuáles son sus inquietudes personales. Recuerda, tu deseo por resultados y progreso puede ser percibido como agresivo y el cliente puede mantenerse alejado o sentirse incómodo al revelarte demasiada información.

Lumina ayuda a los profesionales de ventas a ver como sus rasgos de conducta y personalidad se presentan en una situación comercial. ¿Tu equipo está comprendiendo eficazmente las necesidades del cliente? Ahora podemos medir científicamente las fortalezas y áreas de desarrollo de los profesionales en el proceso de venta. Si estás interesado en aprender más, contáctame al 972.841.5890 o marcel.brunel@luminalearning.com y establezcamos un tiempo para conversar

¿Te perdiste artículos anteriores? Ponte al día con Juan y su equipo de ventas y las cualidades comerciales previas aquí.

This is #9 in a series about the 24 Lumina Sales Qualities and how you can leverage those qualities to improve your ability to attract more clients, build deeper long-lasting relationships, and achieve personal and professional success.

Over the past few months we’ve been observing members of a sales team at a cloud security company as they used their Sales Qualities to work through a 6-Stage Sales Cycle. We’ve gotten to know Phil, the newest on the team; Rob, a seasoned sales professional who’s been on the team for a while; and John, the sales manager and coach.

Phil and Rob have completed the first two stages – Research & Acquire Market Knowledge and Prospect & Engage Clients.  John, who recognizes that coaching is one of the most important aspects of his role, has been providing support along the way.

Now they are ready to move on to Stage 3: Understand Needs. In this stage it’s important to engage the client with insightful questions and fluid, consistent communication. It’s about understanding the client’s preferences, communication style, goals, challenges and needs and sharing how your solution aligns with them.

As we look in on the team, we find Rob in a state of year-end stress. It’s December, and he’s worried about hitting his number for the year. Sound familiar?

As an experienced sales professional with a lot of knowledge about their product, Rob is good at inspiring clients with creative ideas and solutions and demonstrating that he can provide them with a range of answers. When he is stressed, however, or as we call it “overextended,” his Stimulating Ideas quality turns into Creative Overload. He overwhelms the client.

John senses his frustration and invites him for a chat.

John: Rob, presenting a variety of creative ideas to the client is important. However, when you go overboard with your creativity you can overwhelm the client and put them off from working with you and sharing their needs. A confused mind says, “no.” One of your strengths is that you have a deep understanding of our solutions and their value. And your enthusiasm shows. That’s great. But offering clients more than they ask for or need may make them skeptical. The client needs to see a clear path between what we offer and how it meets their goals, challenges and needs. Adding distractions along that path will make it more difficult to get to an agreement that is mutually beneficial. Formulate your creative ideas into very clear options, each of which demonstrates a clear path to their needs.

Here are some additional tips: Make an extra effort to proactively move discussions forward when you encounter clients who are very driven.  Sometimes the best way to identify a client’s need is to let the discussion flow and only interject in the most critical moments.

Tune in next time when we’ll move to the next Sales Quality in this series: Voice of Reason.

Clear eyes, full heart, can’t lose,

Marcel

Lumina helps sales professionals see how their behavior traits and personality show up in a selling situation.  Is your sales team effective in understanding client needs?  We can now scientifically measure sales professionals’ strengths and development areas in the sales process.  If you’re interested in learning more, contact me at 972.841.5890 or marcel.brunel@luminalearning.com and let’s set up a time to talk.

Missed earlier articles? Catch up with John and his sales team and previous sales qualities here.

Creando un Sendero Claro entre Necesidades y Solución

Este es el noveno de una serie sobre las 24 Cualidades de Venta de Lumina y cómo hacer uso de ellas para mejorar tu capacidad para atraer más clientes, construir relaciones más profundas y duraderas y alcanzar éxito personal y profesional.

Durante los últimos meses hemos estado observando a los integrantes del equipo de ventas de una compañía de seguridad en la nube utilizar sus cualidades para trabajar a través de un Ciclo Comercial de seis pasos. Conocimos a Felipe, el integrante más nuevo; a Roberto, un experimentado profesional de ventas que ha estado con el equipo por algún tiempo; y a Juan, el gerente comercial y coach.

Felipe y Roberto han completado las primeras dos etapas – Investigar y Adquirir Conocimiento de Mercado y Prospectar e Interactuar con Clientes. Juan, que reconoce al coaching como uno de los aspectos más importantes de su función, ha estado proporcionando apoyo a lo largo del camino.

Ahora ellos están listos para avanzar a la tercera etapa: Comprender Necesidades. En ella, es importante abordar al cliente con preguntas perspicaces y una comunicación fluida y consistente. Se trata de entender las preferencias del cliente, su estilo de comunicación, metas, desafíos y necesidades y compartir cómo tu solución se alinea con ellas.

Mientras observamos al equipo, encontramos a Roberto en un estado de estrés de fin de año. Es diciembre y está preocupado por alcanzar su cuota anual. ¿Te suena familiar?

Como un experimentado profesional de ventas con gran conocimiento sobre su producto, Roberto es muy bueno inspirando a los clientes con ideas y soluciones creativas y demostrando que puede brindarles una amplia gama de respuestas. Sin embargo, cuándo está estresado, o como nosotros lo llamamos “extralimitado,” su cualidad de Ideas Estimulantes se convierte en una Sobrecarga Creativa. Tiende a abrumar al cliente.

Juan siente su frustración y lo invita a conversar.

Juan: Roberto, presentar una variedad de ideas creativas al cliente es importante. Sin embargo, cuando te tiras por la borda con tu creatividad puedes abrumarlo e impedir que trabaje contigo y comparta sus necesidades. Una mente confusa dice, “no.” Una de tus fortalezas es que tienes una profunda comprensión de nuestras soluciones y su valor. Y tu entusiasmo se demuestra. Esto es excelente. El problema es que ofrecer a los clientes más de lo que solicitaron o requieren puede volverlos escépticos. El cliente necesita ver un sendero claro entre lo que nosotros ofrecemos y cómo cumple ello con sus metas, desafíos y necesidades. Añadir distracciones a lo largo del camino hará que sea mucho más difícil alcanzar un acuerdo mutuamente benéfico. Formula tus ideas creativas mediante opciones específicas, cada una de las cuales demuestre un sendero claro hacia sus necesidades.

Aquí hay algunas recomendaciones adicionales: Has un esfuerzo por avanzar las discusiones cuando te encuentres con clientes muy determinados. En ocasiones la mejor forma de identificar la necesidad de un cliente es permitir que la discusión fluya y únicamente interrumpir en los momentos más críticos.

Sintonízanos la siguiente vez en donde nos moveremos a la siguiente Cualidad de Ventas en la serie: La Voz de la Razón.

Lumina ayuda a los profesionales de ventas a ver como sus rasgos de conducta y personalidad se presentan en una situación comercial. ¿Tu equipo está comprendiendo eficazmente las necesidades del cliente? Ahora podemos medir científicamente las fortalezas y áreas de desarrollo de los profesionales en el proceso de venta. Si estás interesado en aprender más, contáctame al 972.841.5890 o marcel.brunel@luminalearning.com y establezcamos un tiempo para conversar

¿Te perdiste artículos anteriores? Ponte al día con Juan y su equipo de ventas y las cualidades comerciales previas aquí.

This is the eighth in a series about the 24 Lumina Sales Qualities and how you can leverage those qualities to improve your ability to attract more clients, build deeper long-lasting relationships, and achieve personal and professional success.

As our sales team – John, Phil, and Rob – wraps up Stage 2 of the sales cycle – Prospect & Engage Clients – they will be focusing on the final sales quality for effectiveness in this stage – Engage with Empathy.

Given that empathy has been called the #1 meta skill for the 21^st Century, John, as sales manager, thinks that it’s important to discuss this quality at a team meeting.  He knows that while sales and business opportunities are important, so is maintaining a strong, open rapport with clients. Building a sense of mutual trust and respect is a highly effective way of engaging clients and making them feel comfortable when working with his sales professionals and sharing their needs.

Let’s listen in on what he shares with his team:

“The dictionary defines empathy as the ability to understand another person’s experiences and emotions; to share someone else’s feelings. This differs from sympathy or compassion where you feel for someone. When you empathize, you feel with them. You can feel their disappointment or elation or their anger as they describe a situation. You can put yourself in their shoes.

“This is especially important as you begin to engage with a client. Engage with empathy. Build a sense of mutual trust, respect, rapport and value. This will help the client feel comfortable working with you and in sharing their business goals, challenges and needs. Listen not only to what they are saying, but also to the emotions they are sharing with this information. Too often we listen until we hear a particular buzz word, or need, or pain, and then our brain starts spinning in solution or response mode. Let them finish. Observe their body language and facial expressions for clues about their level of emotion. What signals do you see that indicate what’s most important or most concerning to them? Imagine how you would feel in their position. Practice listening, observing, and seeing things from their perspective and you will begin to master empathy.

“Over the past few decades the world of sales has evolved from “meeting needs” to “creating value.” And the sales skills and behaviors needed to succeed in that world have changed accordingly. In the 1970s we were taught to take a need-fulfillment approach: Ask the customer what their needs are and see whether what you have meets those needs. By the 1980s we’d evolved to a problem-solving approach: Ask the customer what keeps them up at night and see whether what you have solves that problem. In the 1990s came the solution selling approach: Ask the customer about their business objectives, problems and needs and see whether you can help them achieve their objectives, solve their problems, and meet their needs.

“Today we are meeting with clients who have pretty thoroughly researched what will “meet their needs” before we even show up. As a result, we must position ourselves more as a trusted advisor, focusing on creating value and building the relationship. The way to do this is by engaging with empathy and continuing to evolve your approach.

“At the same time, it’s important to be aware that making a personal connection with clients can sometimes be draining. Stay alert to the possibility that engaging with a client is proving more draining than anticipated. Under stress – think end of month, end of quarter, end of year – you can become “overextended.” This is when engage with empathy becomes “gives too much.”   When this happens, be firm with yourself and stop the sale if your efforts to make the client happy become detrimental to you. Remember: an easily won concession is rarely fully valued and almost always results in additional demands.

 “You never really understand a person until you consider things from his point of view…Until you climb inside of his skin and walk around in it.” – Harper Lee, To Kill a Mockingbird

Clear eyes, full heart, can’t lose,

Marcel

Lumina helps sales professionals see how their behavior traits and personality show up in a selling situation.  Is your sales team engaging with empathy?  We can now scientifically measure how naturally sales professionals engage with empathy.  If you’re interested in learning more, contact me at 972.841.5890 or marcel.brunel@luminalearning.com and let’s set up a time to talk.

Missed earlier articles? Catch up with John and his sales team and previous sales qualities here.

Conectando para el Éxito Comercial: Interactuar con Empatía

Este es el octavo de una serie sobre las 24 Cualidades de Venta de Lumina y cómo hacer uso de ellas para mejorar tu capacidad para atraer más clientes, construir relaciones más profundas y duraderas y alcanzar éxito personal y profesional.

Mientras nuestro equipo comercial – Juan, Felipe y Roberto – concluye la segunda etapa del ciclo de ventas – Prospectar e Interactuar con Clientes – ahora estará enfocado en la cualidad final para alcanzar la efectividad durante la misma – Interactuar con Empatía.

Dado que la empatía ha sido llamada la habilidad meta número uno para el siglo XXI, Juan, como gerente comercial, piensa que es importante discutir esta cualidad durante una reunión con el equipo. Él sabe que mientras las ventas y las oportunidades de negocio son importantes, también lo son mantener una sólida y abierta compenetración con clientes. Construir un sentido de confianza mutua y respeto es una forma muy eficaz para interactuar con clientes y hacerlos sentir cómodos al trabajar con los profesionales de ventas y compartir sus necesidades.

Escuchemos ahora lo que Juan comparte con su equipo:

“El diccionario define la empatía como la capacidad para comprender las experiencias y emociones de otra persona; compartir los sentimientos de alguien más. Esto difiere de la simpatía o compasión en la que tú sientes por alguien más. Cuando empatizas, tú sientes con ellos. Puedes sentir su desilusión o júbilo o enojo mientras describen una situación. Te puedes poner en sus zapatos.”

“Esto es especialmente importante a medida que comienzas a interactuar con un cliente. Hazlo con empatía. Construye un sentido de confianza mutua, respeto, compenetración y valor. Ello ayudará al cliente a sentirse cómodo trabajando contigo y compartir sus metas de negocio, desafíos y necesidades. Escucha no solo lo que están diciendo, sino también las emociones que están compartiendo con su información. A menudo comenzamos a escuchar hasta oír una palabra en particular, o necesidad, o dolor, y luego nuestro cerebro comienza a operar en modo de solución o respuesta. Deja que terminen. Observa su lenguaje corporal y expresiones faciales para identificar pistas sobre su nivel de emoción. ¿Qué señales observas que indiquen lo más importante o preocupante para ellos? Imagina cómo te sentirías tú en su lugar. Practica escuchar, observar y ver las cosas desde su perspectiva para comenzar a dominar la empatía.”

“Durante las últimas décadas el mundo de las ventas ha evolucionado de “satisfacer necesidades” a “crear valor.” Y las habilidades comerciales y conductas necesarias para tener éxito en dicho mundo han cambiado de la misma forma. En los setentas se nos enseñó a emplear un enfoque de satisfacción de necesidades: Pregunta al cliente cuáles son sus necesidades y ve si tienes algo que pueda satisfacerlas. En los ochentas evolucionamos a un enfoque de resolución de problemas: Pregunta al cliente qué lo mantiene despierto durante la noche y ve si tienes algo para resolver dicho problema. En los noventas llegó el enfoque de venta de soluciones: Pregunta al cliente sobre sus objetivos de negocio, problemas y necesidades y ve si puedes ayudarle a alcanzar sus objetivos, resolver sus problemas y satisfacer sus necesidades.”

“Actualmente nos reunimos con clientes que han realizado una muy completa investigación sobre aquello que “satisface sus necesidades” incluso antes de que estemos con ellos. Como resultado de esto, debemos posicionarnos a nosotros mismos más como un asesor confiable, enfocados en crear valor y construir la relación. La forma de lograrlo es interactuando con empatía y continuar evolucionando nuestro enfoque.”

“Al mismo tiempo, es importante estar consciente de que establecer conexiones personales con clientes en ocasiones puede resultar agotador. Permanece alerta a la posibilidad de que interactuar con un cliente ha probado ser más agotador que lo que se había pensado. Bajo estrés – piensa en el fin de cada mes, trimestre, año – puedes “extralimitarte.” Esto es cuando interactuar con empatía se convierte en “dar demasiado.” Cuando esto sucede, sé firme contigo mismo y suspende la venta si tus esfuerzos por lograr un cliente feliz son perjudiciales para ti. Recuerda: una concesión ganada con facilidad muy pocas veces es valorada y casi siempre resulta en demandas adicionales.”

“Nunca llegas realmente a comprender a una persona hasta que consideras las cosas desde su punto de vista…Hasta que te metes dentro de su piel y la recorres.” – Harper Lee, Matar a un Ruiseñor

Lumina ayuda a los profesionales de ventas a ver como sus rasgos de conducta y personalidad se presentan en una situación comercial. ¿Tu equipo comercial está interactuando con empatía? Ahora podemos medir científicamente que tan naturalmente los vendedores interactúan con empatía. Si estás interesado en aprender más, contáctame al 972.841.5890 o marcel.brunel@luminalearning.com y establezcamos un tiempo para conversar

¿Te perdiste artículos anteriores? Ponte al día con Juan y su equipo de ventas y las cualidades comerciales previas aquí.

This is the seventh in a series about the 24 Lumina Sales Qualities and how you can leverage those qualities to improve your ability to attract more clients, build deeper long-lasting relationships, and achieve personal and professional success.

We’ve been following the progress of a cloud security company Sales Manager John, and two of his team members – Phil and Rob – who are working through a 6-stage sales cycle. They’re currently in Stage 2 – Prospect & Engage Clients.

Prospecting is the crucial sales stage where initial contact with the potential client occurs. The behaviors (sales qualities) that are important in order to be effective during this stage are – proactive networking, i.e., networking with a plan; building a robust business rationale through purposeful argumentation, methodical prospecting and engaging the client with empathy.

As we look in on the team, Phil is feeling a bit overwhelmed. His territory looks so big, with so many opportunities. He’s been networking (with a plan!) and he’s identified a lot of potential targets, but how can he possibly reach out to all of them? There are only so many hours in a day. He wants to make some traction, and quickly, but is unsure about the best way forward.

John, sensing this, gives him some guidance.

John: As you begin to engage with clients, it’s important to identify and follow pre-established strategies so you can increase your chances of success. You need to know exactly where you are headed at any given stage of the sale. This means being methodical. It means looking at all those targets and understanding who the primary, secondary, tertiary and high value targets are, and then building out your strategy accordingly. This way you run the territory instead of it running you.

And remember that you need to take a multi-pronged approach in your campaign to engage the client. Networking, voicemail, email, LinkedIn invitation, sending a handwritten note, providing articles and other valuable information relevant to the client’s business. The goal is to occupy the client’s mindshare. And mindshare drives revenue share. Think about this. You’ve reached out to the client in six different ways. They’ve heard or read your name. Then you run into them at an association meeting and introduce yourself. You’ve already gained some mindshare.

As they finish up their meeting, John shares his belief that Methodical Prospecting is a lifestyle and that it can’t be reduced to a one-hour time block on the calendar. It needs to be an ongoing process. That being said, there needs to be a natural ebb and flow to it. He cautions Phil that becoming too process-driven can work against him.

John: Establish and explore different avenues to expand your business pursuits. Persistently sticking to the process in order to play it safe may result in losing out on the opportunity to explore broader possibilities with a client. This can negatively impact the chance of further business.

“You just can’t beat the person who never gives up.” – Babe Ruth

Clear eyes, full heart, can’t lose,

Marcel

How naturally and methodically do you and your sales team prospect? We can now measure this and other qualities to help improve sales performance. If you’re interested in learning more, contact me at 972.841.5890 or marcel.brunel@luminalearning.com and let’s set up a time to talk.

Missed earlier articles? Catch up with John and his sales team and previous sales qualities here.

Captura la Mente del Cliente mediante una Prospección Metódica

Este es el séptimo de una serie sobre las 24 Cualidades de Venta de Lumina y cómo hacer uso de ellas para mejorar tu capacidad para atraer más clientes, construir relaciones más profundas y duraderas y alcanzar éxito personal y profesional.

Hemos estado siguiendo el progreso de Juan, el Gerente de Ventas de una compañía de seguridad en la nube y dos de los integrantes de su equipo, Felipe y Roberto, quienes están trabajando a través de un ciclo de ventas de seis pasos. Actualmente se encuentran en el segundo de ellos – Prospectar e Interactuar con Clientes.

Prospectar es la etapa crítica de ventas en la que ocurre el contacto inicial con el cliente potencial. Las conductas (cualidades comerciales) que son importantes con objeto de ser eficaz durante esta fase son – generar proactivamente redes de contactos mediante un plan, construir un sólido razonamiento de negocios a través de la argumentación intencionada, la prospección metódica e interactuar con el cliente con empatía.

Mientras observamos al equipo, Felipe comienza a sentirse un poco abrumado. Su territorio parece tan grande y con tantas oportunidades. Ha estado desarrollado redes de contactos (¡con un plan!) y ha identificado muchos blancos potenciales, ¿pero cómo puede posiblemente contactar con todos ellos? Hay un número determinado de horas en un día. Quiere comenzar a ganar terreno, y rápidamente, pero no está seguro sobre la mejor forma de avanzar.

Al darse cuenta de ello, Juan le brinda orientación.

Juan: A medida que comiences a interactuar con clientes, es importante identificar y seguir estrategias predeterminadas para incrementar tus oportunidades de éxito. Debes saber exactamente hacia dónde te diriges en cualquiera de las etapas de venta. Eso significa ser metódico. Eso significa ver todos esos blancos y comprender cuáles son primarios, secundarios, terciarios o de alto valor y luego construir tus estrategias en función de ello. De esta forma, tú controlarás el territorio en lugar de que éste te controle a ti. 

Y recuerda que necesitas emplear un enfoque multifacético en tu campaña para interactuar con el cliente. Redes de contactos, correo de voz, correo electrónico, invitación en LinkedIn, enviar una nota escrita a mano, proporcionar artículos y otra información valiosa relevante al negocio del cliente. La meta consiste en ocupar un espacio en la mente del cliente ya que ello te permitirá impulsar la rentabilidad. Piensa en esto. Has intentado contactar al cliente de seis formas diferentes. Ha escuchado o leído tu nombre. Luego te topas con él en una reunión de la asociación y te presentas. Ya has ganado un espacio dentro de su mente.

Mientras concluye su reunión. Juan comparte su creencia de que la Prospección Metódica es un estilo de vida y puede ser reducido a un bloque de tiempo de una hora dentro de una agenda. Debe ser un proceso continuo. Dicho lo anterior, necesita haber un flujo continuo. Juan advierte a Felipe que orientarse demasiado al proceso puede actuar en su contra.

Juan: Establece y explora diferentes medios para ampliar tu búsqueda de negocios. Apegarse persistentemente a un proceso para ir a la segura puede hacerte perder oportunidades para explorar mayores posibilidades con un cliente. Esto puede impactar negativamente la generación de negocios posteriores.

“No podrás vencer a la persona que nunca se rinde.” – Babe Ruth

¿Qué tan natural y metódicamente tú y tu equipo de ventas prospectan? Ahora podemos medir ésta y otras cualidades para ayudar a mejorar el desempeño comercial. Si estás interesado en aprender más, contáctame al 972.841.5890 o marcel.brunel@luminalearning.com y establezcamos un tiempo para conversar

¿Te perdiste artículos anteriores? Ponte al día con Juan y su equipo de ventas y las cualidades comerciales previas aquí.