The Executive Sales Coach: Keith Rosen’s Sales Blog and Business Blog On Selling, Leadership, Managing Your Team, Business and Life » sales articles

Do you remember like it was yesterday where you could get away with connecting with your key accounts on a less frequent basis? Today, you must over-respond and over-communicate to the needs of your customers or risk losing them to your competition.

If you’re in the transactional selling business or are an order taker, then chances are, you don’t always have the strongest relationships with your customers. Therefore, more time must be spent fostering stronger relationships with key clients in order to insulate them for your competition. After all, tighter budgetary constraints = less spending = fewer and smaller selling opportunities = increased competition. Or does it have to be this way? What about this model.

Tighter budgetary constraints = less spending + making the needed adjustments in your selling strategy to account for this change = Capture greater market share.

This doesn’t mean calling on your key accounts just to “check in.” Just the other day, I received a voice mail from my credit card processing company. They were calling, and I quote, “Just to see how things are going.” Gee, this is certainly not the type of call that’s going to stimulate new sales or more sales.

Instead, have a better set of timely questions that will help you understand how the current economic crisis has affected the way they do business and make purchasing decisions.

Especially today, there are many salespeople who are hiding under their desk in fear not wanting to talk to their customers. This is a perfect opportunity for you to seize more market share.

The salesperson of tomorrow will continue to evolve into more than a salesperson, but a valuable resource and a trusted advisor throughout the entire selling process; and beyond.

This presents a huge opportunity to mine for additional upselling and cross selling opportunities.

Think about it for a moment. To develop the possibility for a sale, you have to uncover two critical things:

First, where the prospect or customer is now (Current State)—->
Second: Where They Want To Be (Desired State)

It’s your job to move them from their current state to their desired state through the use of better questions. If you want to know if your questions are being effective, just ask yourself this; are your questions giving you all of information you need to know about your prospect and their situation? The wrong questions will not only provide you with the wrong information but they will guide you right out of a sale and any selling opportunity that may have existed.

Below are the questions I mentioned I would blog about from the webinar series I delivered the other day for Hoover’s with Dr. Denis Waitley and Tom Hopkins.

Here are some relevant questions to explore with your current customers and prospects to uncover their priorities, how they are making purchasing decisions today and any upselling opportunities that may exist:

1. How has the current market/economy impacted your business?


2. What are you now doing differently as a result?


3. How have your priorities changed? What’s your single most important initiative?


4. How are decisions regarding (new purchases, existing purchases, working with current venders) made now? Has that changed?


5. How has this impacted the way you allocate your budget and your spending?


6. How is this all affecting you and your job?


7. How can I be a resource to you?

When prospecting, it’s going to be the following decision oriented questions that are going to move the sales process forward and motivate your prospect to want to buy from you. These types of discovery questions will enable you to develop a greater sense of urgency that will motivate them to make a buying decision.

1. Mr. Prospect If you could eliminate three of your biggest problems, headaches, or stresses as they relate to [STATE SERVICE/TASK] what would they be? (If there were three problems that you would want to see resolved with your current service provider what would they be?) (Ineffective solution, frustration, stress, etc.)


2. How does this (current problem, headache) affect you and your life? (Tie in the challenges they are experiencing to their position. What’s their personal cost as a result of these challenges?)


3. If you don’t make any changes, then what do you think it’s going to cost you over time? (What is it going to cost you by not changing? What additional opportunities do you think you’re letting pass by? How will this affect your bottom line?


4. Do you think there are opportunities you may miss out on by not changing? What cost do you incur by keeping things the way they are?)

Defusing Objections

Rather than react to an objection with a statement that creates an adversarial posture between you and the prospect (Example: defending your position, service, or product) respond to the objections you hear with a question using the three step I.G.O. Permission Based Selling Rather than react to an objection with a statement that creates an adversarial posture between you and the prospect (Example: defending your position, service, or product) respond to the objections you hear with a question using the three step I.G.O. Permission Based Selling™ process to defuse them. Here’s how.process to defuse them. Here’s how.

Tip From The Coach: Remember, after gathering the information during your discovery process, use this information to conclude your sales process and ask for their business. If done effectively, all you are really doing is reconfirming the information that they previously shared with you as to why they want to use you and your company – because you’ve satisfied all of their needs.

I. Isolate the objection
G. Gain permission to have a dialogue.
O. Offer solutions or new possibilities.

Step 1. Isolate the Objection:
Ensure that you are actually dealing with a valid objection rather than a smokescreen. You don’t want to overcome smokescreens because you can’t. That’s the inherent quality of a smokescreen; if you overcome one, the prospect will just create another one. Therefore, isolate the objection down to its core to see if the initial objection they shared with you is really the truth or if it’s something else. The “something else” could be that they don’t believe you, don’t trust you yet, don’t believe you or your product can help them, they may not be the decision maker, they have been burned before, they are simply having a bad day and you are their new target, and so on. Confirm whether the objection they shared is the core objection or if the real objection is actually something else. These questions will enable you to expose what their primary concern actually is.

Step 2. Get Permission: Get permission to discuss solutions and have a dialogue.

Now that you’ve smoked out the real objection, it’s time to offer a solution. However, the key for this conversation to work without you sounding like a high pressure or “cheesy” salesperson is to first get permission. You can create a new opening to overcome a prospect’s concern by asking for permission to do so.

1. “Mr. Prospect, if budget was no longer an issue for you, would you be open to exploring this in more detail?”




2. “Mrs. Prospect, if there was a way to make this slide comfortably into your budget, would you be open to discussing this in more detail?”

Use “If” Questions:
Reverse or take away the objection to determine if “not having a budget” or if “working with another vender” is the only thing that’s truly getting in the way. Now that I’ve hypothetically removed this objection, their response should be a “Yes,” which would then give me the permission to allow me to continue our conversation and focus on a solution; such as uncovering a measurable budget, a time they would have a budget, or the results they really want, rather than dwelling on the objection or the problem. Once again, keep in mind that if they respond with a “No,” then there’s still something else going on, you haven’t uncovered the core objection or another objection or roadblock that they haven’t shared with you yet.

Step 3. Offer a Solution:
If they say “Yes,” you now have a prospect who is interested in hearing more about the solutions you offer.

Tip From The Coach: Salespeople don’t overcome objections, prospects do. The only person who can truly overcome an objection is the prospect. Salespeople create the opportunity for this to occur through their effective use of questions. Selling is therefore the art of asking questions, listening openly and intentionally, and gaining information; not giving it.

Now here’s an example of a presentation that grabs attention. It has all the elements of success. The right person, (Tom Ziglar, CEO of Ziglar, Inc.), the right intention, focus, the visuals and measurable results.

Take a look and watch him, um, strip? And for the record, Tom lost, what, 71 lbs! No kidding.

Here’s the link to watch the video presentation!

And congratulations again, Tom, on an extraordinary achievement.

When presenting to a client or prospect, regardless of any steps you’ve outlined in your presentation, there’s a big difference between convincing or ‘selling’ someone and enrolling someone, especially when you’re at the point in your discussions where you’ve identified some specific problems within the organization or with them. Now, you may be at the point where you’re going to share the solution and enroll them in the solution and more so, taking action and making a change.

Convincing/Selling: Changing someone’s stand on something through the use of force or argument. This often takes the form of a complaint, or reiteration of the problem. If there are people who in involved in your discussions who may have taken a part in creating the problem in the first place, this can be construed as a “Make wrong” and they may then feel compelled to defend their stance. This creates an adversarial posture between you and the other person. Once this happens, people have tendency to further defend their position, which often results in them shutting down their listening for the remainder of the conversation.

Enrolling: Stating the current situation without making anyone wrong while sharing a new opportunity for greater results or what may be possible. Stating the benefits of what a change may bring. For example, the beginning of an enrollment conversation may begin with, “Imagine if…......What if we can create an organization where…..”

Enrolling can also take on the form of asking questions. Besides, what do people believe more, what you say, or what they say? As such, if they voice the problem or a possible solution, then they would be more willing to act on it. Resistance is lowered, and they feel ownership of the solutions and would be more apt to act on it. Here are some questions to use.

1. If I could have your three biggest problems or headaches disappear, what would they be?


2. How do the challenges you’ve shared with me affect you, especially if you do not hit your goals?


3. What is it going to cost you if you don’t make any changes and continue the way you are now?


4. What solution or greater result would be worth changing for?


5. What would your company or division be like if you no longer had to deal with those issues anymore?

Here are a few questions to use when you’re in a situation where you need to acknowledge and respect the other person’s viewpoint, even though you may not agree. Or, maybe you simply need more clarification about their position on something. Instead of making them wrong or creating any confrontational posture between you, add another truth to the situation. Here’s how.

1. Can you please share with me your thinking on that?


2. May I share my view on that?


3. Is it possible that there may be more/other facts to consider?


4. What else is true about that?


5. Is it possible that there is another approach/solution here?

Uncover the specific benefits they want to realize, as well as the cost of not changing. Now, you can be in a position of enrolling them in the idea of actually taking actions to implement change to achieve these new results, without putting anyone on the defensive.

No one likes to be sold. Everyone wants to be enrolled. BTW, look for my new book, The Art of Enrollment, coming to you in 2009.

Here’s a great new resource worth using. It’s alltop.com. Alltop.com collects stories from “all the top” sites on the web. They have grouped these collections into individual Alltop sites based on topics such as sales, environment, photography, science, Muslim, celebrity gossip, military, fashion, gaming, sports, politics and automobiles. At each Alltop site, they display the headlines of the latest stories from dozens of sites and blogs.

Think of an Alltop site as a “digital magazine rack” of the Internet. Alltop is attempting to enhance your online reading by both displaying stories from the sites that you’re already visiting and helping you discover sites that you didn’t know existed. Their goal is simple: provide “aggregation without aggravation.”

The way it works is this: They import the stories of the top news websites and blogs for any given topic and display the headlines of the five most recent stories (except Moms.alltop which has fewer headlines because there are so many feeds). When you place the cursor over a headline, alltop displays part of the story so that you can decide if you’d like to read it. To read the story, click on its title. To go to the home page of the site, click on its domain name. That simple. Take a look and let me know what you think.

With all this talk about qualifying and how to qualify a prospect, it’s critical to ensure that, especially those of you who are attempting to cold call for the first time or prospect in a more unique or innovative way than you’ve done before, you understand the difference between qualifying and judging a prospect.

To permanently eliminate any confusion, lets draw a distinction between what it means to pre-qualify and pre-judge someone, such as a prospect. If you read my cold calling book, you know that I’m a strong advocate of pre-qualifying anyone before you invest your very limited and precious time in meeting with or speaking with them. Conversely, pre-judging someone is something you do that shows up in the filter or barrier you have in your listening, which was created out of the assumptions you’ve already made about that prospect.

Here’s another way to distinguish between the two. When you are pre-qualifying someone, you are arriving at a conclusion that determines whether or not there’s a fit worth pursuing based on a defined set of criteria you uncover through the use of well crafted questions. You are solely focusing on the prospect, not yourself and what you have to gain or lose, to determine how you can add value or if there’s a match between the two of you.

Pre-judging said simply, is all about you. Here, you are relying on your faulty and costly assumptions, thoughts and beliefs to determine their needs and whether or not this prospect will potentially buy from you.

When you pre-judge someone, you’re making assumptions about them before you ask any questions or uncover many facts. Maybe you’ve judged them by their appearance, where they live, their type of business or industry, how they sound over the phone or a comment they made. In essence, you’re “already” listening and forming conclusions based on your defined set of criteria rather than the facts.

When you pre-qualify someone, you’re asking questions to uncover their specific needs and objectives, without making any assumptions. You are learning about the prospect based on the responses you hear from the questions you ask. You are being fully engaged and present in the conversation with that person, rather than in your own head forming conclusions or operating off your agenda. This way, you’re making a decision to pursue this prospect based on reliable intelligence instead of your overactive imagination. (Here’s another distinction: authentic fit vs. a pipedream. )

September is Customer Appreciation Month is for Hoover’s. In support of this, Hoover’s has identified a theme for each of the four weeks of the month which I’ll be blogging about. Here’s the schedule.

Wk 1: Prospecting (9/8-9/12)
Wk 2: Qualifying (9/15-9/19)
Wk 3: Presentation Skills and Closing the Sale (9-22-9/26)
Wk 4: Overcoming Objectives (9/29-10/3)

Now that we’re in week two, below are some qualifying questions you can use during the next conversation you have with a prospect. Remember, it’s not just any question but defined, well crafted questions that are going to act as the conduit to more qualified prospects and more sales.

While many salespeople would use questions that qualify their prospects to determine whether or not they are a viable candidate for their product or service, uncovering a true fit between you and your prospects goes much deeper.

There are actually two distinct types of questions: First, there are fact finding questions. These questions relate specifically to your industry and product or service. These fundamental questions provide you with the information you need to uncover whether this prospect is even someone who would purchase what you sell. These questions would uncover the following information. Do they currently have a similar solution you offer. Is your solution a complement or replacement to what they are currently doing? Is the company the right size, offers the right product or service, is the right industry, has the right type and number of employees?

Second, there are those decision oriented questions that move the sales process forward and motivate your prospect to make a decision or want to buy from you. These discovery questions will enable you to uncover how they go about making a purchasing decision, the cost of not making any changes as well as create the urgency for the prospect to make a decision.

Keep in mind when executed correctly, these questions will facilitate a natural conversation, rather than a “pitch.” As you read the questions that follow, remember, it’s a give and take. You’re not interrogating them, but having a conversation to learn how you can best assist them based on their goals and objectives, uncover the process they honor when making a decision and whether or not there’s even a fit.

Finally, look at these questions like a big buffet. Take what you like and what works for you and leave what you don’t.

1. Tell me about your goals and what you are looking for. What would make this relationship successful for you?


2. What are some of the benefits you are looking to gain as a result of (changing venders/providers, equipment, etc.)?


3. What is the most important factor to you in making this decision?


4. Since all of my customers have their own unique needs I want to make sure I tailor the information that I will share with you around what is appropriate for you. Just so I don’t sound repetitive, what do you already know about our company? OR How familiar are you with the types of products and options that are out there in the industry?


5. Is what you are currently doing/using generating the results you’re looking for? How is it working for you?


6. What else are you looking to accomplish if you were to change venders/providers?


7. What would you need to know about us that would confidently make us your first choice? What are you looking for in the company you choose to work with? What is important to you? How do you decide on who to use? Based on what criteria?


8. What information can I provide that would give you the peace of mind in knowing that we are the right company for you?


9. Did you have a good experience with (your current service provider, etc.)? Any bad ones?


10. Is that the only other option you’re still considering?


11. I want you to know that whether or not you choose us, I want to make sure that you have all of the information you need to make the best decision. So how this decision is typically made?


12. Who else is typically involved in this decision?


13. When are you planning on making this decision?


14. How long have you been thinking about making this change?


15. How do you normally go about making a decision like this? What’s the process?

Decision Oriented Questions

1. If you could eliminate three of your biggest problems, headaches, or stresses as they relate to [STATE SERVICE/TASK] what would they be? (If there were three problems that you would want to see resolved with your current service provider what would they be?) (Ineffective solution, frustration, stress, etc.)


2. How does this (current problem, headache) affect you and your life? (Tie in the challenges they are experiencing to their position. What’s their personal cost as a result of these challenges?)


3. If you don’t make any changes, then what do you think it’s going to cost you over time? (What is it going to cost you by not changing? What additional opportunities do you think you’re letting pass by? How will this affect your bottom line?


4. Do you think there are opportunities you may miss out on by not changing? What cost do you incur by keeping things the way they are?)

Earlier this summer, I was interviewed by Inc. magazine on the how to keep salespeople motivated, especially when they miss their numbers. Business owners and sales managers need to focus on specific parts of their sales process rather than just hammering on the overall sales goals.

In this Inc. story, entitled, Fighting the Sales Force Blues, read about two of my clients (Joe and Michele) who have taken a proactive stance to adjust to the current market conditions, rather than playing the victim or taking the ‘wait and see’ attitude.

Read about what they have done in response to the changes in their marketplace which has resulted in keeping them on top of their game and on top of their sales. Here’s what CEO’s, managers and business owners need do to stay on track and, most importantly, keep salespeople motivated in an uncertain economy.

Here’s the link to the full article on Inc.

Do you have a sales team of fearless prospectors? There’s not a company out there who can afford to have their top prospectors, hunters and rainmakers become a little gun-shy when looking to attract and develop new business.

So, are you aware of the limiting thinking you may be harboring towards cold calling and your prospects? When salespeople resist cold calling, a typical response from many sales managers is to provide additional training, role-playing, a revised presentation, or more qualified prospects to call on as the solution to improving cold calling results and productivity.

Granted, salespeople do report an increased level of confidence and a decrease in call reluctance when they have been provided with the right tools, processes, and systems. Unfortunately, these tactics don’t always eliminate the anxiety or level of resistance that salespeople experience when cold calling.

Perhaps the real issue is not tapping into the source of cold calling reluctance. Fixing the symptom without understanding the true source of the problem only results in a temporary solution.

Instead of focusing on strategies that only address the symptom, explore the source of your anxiety to permanently overcome the fear and resistance to cold calling; your beliefs surrounding cold calling.

Cold Calling Isn’t a Dirty Word

When I ask salespeople about their feelings or attitude towards cold calling, I hear the following responses. Compare your list to the following common responses:

Conversely, when I ask salespeople what they love about cold calling, what I get is complete silence.

Whatever you assume or believe about cold calling, your prospects, yourself, selling, and your career is exactly what you’ll manifest in your life.

I know this may challenge traditional wisdom and your current beliefs as well as stretch your perception and point of view. However, if you’re looking for extreme results, then it calls for extreme thinking and not just a change in what you do and how you do it. With the business community continually evolving, change is critical.

Salespeople have tendency to exploit all of the reasons why they don’t like cold calling or why they won’t succeed at cold calling. However, have you ever taken the time to develop the reasons why you will succeed?

To make this real for you, if you believe that cold calling is, “Forcing someone to accept something they don’t want, intrusive, annoying, manipulative, a waste of time, intimidating, scary, something I hate being subjected to myself, and so on,” that’s exactly what you’ll continue to experience every time you cold call.

If you believe that all prospects are a certain way (uninterested, shoppers, rude, are only concerned with price) then how do you think you are going to approach cold calling and deliver your presentation, whether you realize it or not?

Think about the type of prospect that you are going to be attracting and the kind of objections you’ll be hearing? Based on your current assumptions surrounding cold calling, prospects and selling, every new experience will now become a self-fulfilling prophecy.

The Joy of Cold Calling

To combat this, consider challenging these assumptions and replacing them with healthier ones that would better serve you. For example, I love (or like) to cold call because:

1. Cold calling is informative. It lets the prospect know where they can locate the best product/service they need.


2. Cold calling is beneficial. I can share all the incredible advantages of my product/service with the people who can benefit from it most.


3. Cold calling is a way to genuinely deliver value, educate my prospects, serve people, and improve people’s lives, regardless of whether or not I make the sale.


4. Cold calling enables me to become a prospect’s trusted expert or advisor so that they can make the best purchasing decision.


5. Cold calling is a way to prevent people from making potentially costly mistakes that result from purchasing the wrong product/service or using a company that may not effectively fill their needs.


6. Cold calling makes it possible to earn the business of more prospects who I wouldn’t have the opportunity to connect with otherwise. The more I cold call, the more I sell. The more I sell, the more happy customers I have.

When working with different sales teams, I always find it interesting that some salespeople attract the difficult customers. They then find themselves in a position where they have to negotiate price, have more cancellations or returns, or have to deal with prospects that want to review three separate proposals before making a purchasing decision.

Conversely, there are other salespeople who seem to effortlessly generate the best leads and get the desirable, loyal customers and repeat business.

This is not a coincidence. At some point, you need to ask yourself, “What role is my attitude playing in this? How is my thinking affecting my performance?” Once you can identify your current limiting beliefs surrounding cold calling, I’m sure you will see the answers to these questions staring you in the face.

Don’t Strain Yourself

When talking with salespeople who have prospected for a while, it seems that they remember how challenging it was to take that first prospecting step. This is still a common theme amongst salespeople who have to learn how to prospect to build their business. They tell me that taking the first step and making that first cold call is exactly where they freeze or get stuck.

Many salespeople define the first step as the first cold call they make. That is, the first time they are picking up the phone and attempting to connect with a prospect. However, the first step isn’t what you may think.

If you’ve ever honored a workout regimen, getting on the treadmill or hitting the weights probably isn’t the first thing you do. Instead, you ease into your workout by first stretching and warming up your body. Why? To avoid injury. Warming up lets your tight muscles know that they are about to be torn down, exercised, and challenged. Stretching and warming up your muscles makes you more limber and your body more responsive and open to what you’re about to put it through. It’s a great way to ensure you’ll get a good workout and most important, avoid an injury that can lay you up in bed for weeks.

The same holds true for prospecting and cold calling. Imagine that your pre-call planning phase is when you take the time to warm yourself up before the big game. View pre-call planning as your warm up for cold calling or other prospecting activities. The only difference is, the primary muscle that you are stretching and preparing for prospecting is your brain; that is, your mindset and the activities that require your focus and attention.

Pre-call planning encompasses the activities you engage in before you begin prospecting that involve action and intellect in order to achieve the maximum return on your prospecting efforts.

Pre-call planning is an essential step in your prospecting system that will enable you to plan effectively, get into the prospecting mindset, eliminate any fear or reluctance, boost your confidence, learn about your prospects, tap into your drive and motivation, and target who you are calling. Finally, pre-call planning will enable you to become limber and hyper focused on your objective. All of these activities are the preliminary steps you take to avoid injury or challenges during your cold calling, I mean, warm calling efforts.

The Five Degrees of Pre-Call Planning

Ken, a client of mine, called me the other day and told me that during the one-hour timeline he allocated each day for cold calling over the phone, he was only able to make a few calls. When I asked him to break down exactly what he attempted to accomplish in that hour, he shared with me the following tasks:

1. Getting into the prospecting mindset.


2. Reviewing his action plan and approach.


3. Compiling, reviewing, updating, and developing his prospecting target list.


4. Calling back customers, prospects or other people that returned his call.


5. Making calls to new prospects.

Without realizing it, Ken identified the five degrees of pre-call planning. Ken then shared with me that during the one hour he put aside for prospecting, it was taking him forty-five minutes just to prepare his targeted list of prospects to call, not leaving him much time for actual prospecting.

In other words, Ken was collapsing several other activities into one and calling that “cold calling.” In actuality, he listed five distinct activities that need to be managed independently.

The jewel here is be sure that each task or activity you engage in is broken down into its most simplistic and measurable form. In other words, if prospecting is one of the activities you engage in, it is not enough to simply list “prospecting” as an activity. As we’ve discussed, prospecting involves a variety of distinct activities. Therefore, prospecting, as defined by Ken, needs to be broken down even further.

Mapping your prospecting strategy, getting into the prospecting mindset, compiling your call list, returning or taking phone calls, and cold calling for new customers are five distinct and measurable activities that need to be managed separately when creating your schedule. If you find that you need to handle some of these activities at the same time, then make sure you have allocated enough time for each activity.

Additionally, each one of these activities calls for a different mindset. You’ll know if the activity you are engaging in needs to be broken down into other activities if it requires a different level of thought, skill, and focus.
You’ll know if the task is broken down into the absolute smallest denominator when asking yourself, the following questions. “How am I going to achieve that?” “What steps do I need to take to finish that task?” “What specific outcome will be produced?” If the answers to these questions open up another task, process, or strategy that would generate a unique end result then you’ll need to narrow down that activity even further. For example, compiling your target-prospecting list not only produces a different outcome than when you pick up the phone and make cold calls but it requires a different thought process, strategy, and skill set.

Another symptom that will let you know whether or not you can narrow down the task into a smaller denominator is this: If you block out a certain amount of time for an activity and you find that you are not completing it, there’s a chance that you have collapsed more than one activity into that block of time. Identifying each distinct activity that you engage in will enable you to be more realistic with the time lines that you allocate for each activity, making your prospecting efforts highly effective and more easily manageable.
In addition, this exercise will strengthen your ability to think in terms of detailed, measurable activities and tasks, rather than in vague, broad strokes. So, if you’ve ever been in a position where you have underestimated how much time a certain task or project would take, this process will also assist you in establishing more realistic timelines around your daily activities so that you can “get it all done” rather than constantly leaving tasks incomplete or overbooking and overcommitting yourself.