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SALES IDEAS 
SALES PRODUCTIVITY 
TIPS FROM 
THE EXPERTS 
Edited by 
Mark Gibson and Rajesh Setty 
2014 Edition
Table of Contents 
Introduction by Mark Gibson and Rajesh Setty 05 
Tips from the Experts : 
1. Speak Truth to Power by Jeremy Epstein 07 
2. Develop an Acute Ability to Listen by Ted Rubin 11 
3. Leverage the Channel by Justin Pirie 15 
4. Move on. Quickly! by Glenn Gow 18 
5. The Sales and Marketing Conversation Should 
Never be About You by Bob Apollo 20 
6. Increase Your Revenue by Shifting Your Sales- 
Energy Use by Nancy Nardin 23 
7. If the Deal is Not Right, Make it Easy For Them to 
Say No by Peter Winick 27 
8. Do You Visualize Sales Success? by Andy Paul 30 
9. Newsjacking Leads Buyers Directly Into Your 
Sales Process by David Meerman Scott 34 
10. Maximize ROI From Your Meetings by Lori Harmon 37 
11. Social Selling <-> Thought Leadership <-> Micro 
Marketing by Mitchell Levy 40 
12. How the Options Strategy Can Grow Profits 
by Mark Faust 44 
13. Two Confessions of a Closet Slug to Help You Sell 
Better by Jill Konrath 47 
14. Show Up Powerfully by Mark Roberge 51 
15. The New ABC: Always be Caring by Paul D’Souza 54
Table of Contents 
Tips from the Experts : 
16. Leverage the “Next Step” Strategy by Paul Kirch 58 
17. Don’t Turn Hunters Into Beaters by Dan McDade 61 
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18. It’s Not How You Sell, It’s How Your Prospects Buy 
by Mark Gibson 64 
19. Content Reuse can Accelerate Sales Cycles by Anil 
Jwalanna 
70 
20. How to End a Sales Slump by Telling Stories by 
Mike Bosworth 
75 
21. Follow a Sales Methodology by Linda Richardson 79 
22. Live in Your CRM by Dave Kurlan 82 
23. Kill Your Collateral by Corey Sommers 85 
24. Harness the Power of Curation to Sell More by 
Rajesh Setty 
89 
25. 
It Is Difficult To Control External Events If You 
Do Not Have Control Internally by Jonathan 
Farrington 
93 
Previously Published eBooks 97 
Why WittyParrot? 99 
This eBook was brought to you by 100
Sales Productivity Tips From the Experts 
4 
What is WittyParrot ? 
WittyParrot is a platform for creating reusable content 
components and delivering them via a drag and drop Widget 
or API to any device or application to improve productivity, 
message consistency and speed of response. 
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Salespeople love WittyParrot because they can easily capture 
and reuse personal information, and share their own best 
solicitation emails and follow up letters with colleagues. 
Marketers and sales enablement professionals love 
WittyParrot as it lets salespeople instantly access the latest 
version of sales and marketing content and adapt it for their 
context, while preserving the value message. 
The WittyParrot Component Content Delivery Platform 
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Sales Productivity Tips From the Experts 
5 
Introduction 
When this project was first conceived, it took a while to pin 
down a theme for this eBook. 
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We were looking for that big idea. 
We needed something relevant and of immediate value 
to current readers but which will remain of value in the 
future. In other words, we needed evergreen subject matter 
consisting of unique insights from acknowledged experts. 
Sales Productivity was a clear winner as the theme. 
The entire journey from the day we hatched this concept has 
been memorable. 
As we started editing and packaging the book, we had to stop 
and reflect on the depth of insights that were contributed.
Sales Productivity Tips From the Experts 
6 
Illustrations from @gapingvoid were a big bonus. We couldn’t 
wait to get it into your hands. 
We want to thank all the contributors to this eBook for the 
taking the time out of their busy lives to share their wisdom. 
We are both confident that you will enjoy the book and we 
welcome your comments. 
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If you are interested in contributing to our next book or to our 
blog, you can contact us below. 
Mark Gibson | mark@wittyparrot.com 
and 
Rajesh Setty | raj@wittyparrot.com 
Cupertino, Feb 2014 
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Sales Productivity Tips From the Experts 
7 
1 SPEAK TRUTH TO POWER 
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About Jeremy Epstein 
Jeremy Epstein is the VP of Marketing at Sprinklr 
www.sprinklr.com, the leading provider of 
enterprise Social Relationship Infrastructure. 
Ranked #1 by Forrester Research, Altimeter, CEB, 
and Econsultancy, Sprinklr provides a complete 
solution comprised of 15 interconnected modules 
on a single architecture to help large organizations 
be social at scale. You can find him at 
www.twitter.com/jer979 
www.linkedin.com/in/jer979 
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by Jeremy Epstein
Sales Productivity Tips From the Experts 
8 
SPEAK TRUTH TO POWER 
by Jeremy Epstein 
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Whether you are selling a product or service, people want to buy 
from people they like and trust. One of the best ways to gain trust is 
to use it as a tool for relationship building. 
Buyers know they are being sold. Their antennae are acutely tuned 
to the fact that salespeople will try to flatter them, kiss up, and say 
whatever they think they need to say in order to “close the deal.” 
In reality, this puts a greater chasm between you and the prospect. 
A better approach is to listen attentively to what the prospect is 
saying and to find an area where you can DISAGREE with him or her. 
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Respectfully. Politely. Honestly. 
But by disagreeing, you are doing something DIFFERENT. And any 
sales or marketing professional worth his/her salt knows that 
differentiation is critical to winning. 
Taking this approach shows the prospect that you are atypical, that 
you are not a “Yes-Man/Woman” and that you are going to speak
Sales Productivity Tips From the Experts 
your mind to try and help them solve their problems. 
Too often, people in power are surrounded by those who won’t 
confront them. Examples abound. 
Business failures (New Coke) or tragedy (Space Shuttle Challenger) 
can result. They appreciate and respect those who will “tell it like it is.” 
I’ve done this myself many times, but my favorite story comes from a 
CEO friend of mine who was talking to the President of a global brand. 
(I’ll protect the names, industries, and vendor category, but you’ll get 
the idea). 
The President had stated his opinion about a certain direction and 
my CEO friend listened carefully. Then, he took a deep breath, stared 
right into the eyes of the President and calmly said: 
“We have a thesis that, as it relates to (the solution we provide) …that 
everyone in your entire industry is fucked up.” 
Yes, he said it like that. 
Risky? Possibly. 
But it did get the attention of the President…who said, “ok, tell me 
why.” 
Which the CEO promptly did. 
At the end of the meeting, because he spoke truth to power, my CEO 
friend closed the deal. 
Not every meeting needs to be that dramatic, of course, but it makes 
the point well, I think, wouldn’t you agree? 
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So, next time you are in a meeting, do your traditional sales work. 
Listen, take notes, seek to understand…and, at the right moment, find 
a way to show that you are a free thinker and say so. 
It will help you win the deal. 
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“Speak Truth to Power” by @jer979 | 
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11 
2 DEVELOP AN ACUTE 
ABILITY TO LISTEN by Ted 
Rubin 
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About Ted Rubin 
Ted Rubin is a leading Social Marketing Strategist, 
Keynote Speaker, Brand Evangelist and Acting 
CMO of Brand Innovators and in March 2009 
started publicly using and evangelizing the term 
ROR: Return on Relationship™. You can read more 
about him at www.tedrubin.com 
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Sales Productivity Tips From the Experts 
DEVELOP AN ACUTE ABILITY TO 
LISTEN by Ted Rubin 
What if your point of difference was an acute ability to 
listen? 
What would that look like? 
Yes, I recognize listening alone may not set you apart from the 
competition. From my experience, you may win more business using 
your ears and eyes than with any other marketing strategy. That’s 
because, with listening, you can understand your prospect, and that 
understanding will help you win new business. 
With all the sales training offered out there, the most often overlooked 
and simplest to execute is the “art of listening.” Listening carefully 
attracts more clients and closes more sales than talking constantly 
about anything to do with you or the service you offer. Unfortunately, 
the typical sales person always has something more to say and a 
difficult time shutting up. 
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Sales Productivity Tips From the Experts 
The following can improve your listening skills: 
Listen with your eyes as well as your ears. Use your eyes 
and ears to show interest in your discussions with prospects. While 
listening carefully, your eyes can detect body language that can 
communicate information about what the person is saying and 
thinking. 
Don’t “overpower” prospects. You will meet prospects 
that you know you can win over with your intelligence, 
charisma, and confidence. If you treat these prospects 
with condescension because you know immediately they 
are within your grasp you will overpower and lose them. 
Don’t argue with prospects. If a prospect makes a statement 
that you strongly disagree with, do not get into an argument. 
Diplomatically and respectfully discuss your opinion. Your sincere 
respect for his or her point of view will build admiration and loyalty. 
Your purpose is to encourage your prospect to speak freely and 
opening… making you a friend and confidant. 
Never knock off the competition. Remember that your 
prospects might be good listeners too. If you speak negatively about 
others, prospects may be uncomfortable giving you information 
about themselves. Avoid attacking others to raise your status. This 
tactic only makes you look petty, lacking in confidence in your own 
skills, and will most certainly backfire. 
Listen more than you talk. A sales call should be a dialogue — with 
your prospect talking more than you. Listen to every requirement, 
objection, and make note of as much personal information as 
possible. The only time you should monopolize the discussion is 
when you’re sure you have what they are looking for… and even that 
discussion should involve questions and answers from the prospect. 
As you can see, listening does not simply mean keeping your mouth 
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shut. The true value in listening is what you learn, in addition to making 
your prospect feel like they are being “heard.” 
Listen, interpret, and display understanding. Concentrate on your 
prospect’s tone, inflection, body language, and breathing. With these 
clues, you’ll better understand the prospect, the needs, the wants, and 
how you can satisfy that need. 
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15 
3 Learn to Leverage the 
Channel by Justin Pirie 
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About Justin Pirie 
SaaS and Cloud Product and Go-To-Market 
expert, scaling one of Europe’s largest SaaS 
companies in America. More at 
www.justinpirie.com 
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Sales Productivity Tips From the Experts 
Learn to Leverage the Channel 
by Justin Pirie 
If you’re selling into the Enterprise, remember that most enterprises 
prefer to buy though the established channels as they have prior 
relationships with them. 
For you, selling through the channel can however be a chicken and 
egg problem- which one comes first? Without customers, the channel 
isn’t interested, without channel, customers may not buy from you. 
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But it doesn’t need to be that hard. 
You need to execute two broad strategies to make your channel 
strategy successful: 
#1: Every time you secure a direct deal and it’s looking like it could 
close- ask the customer who they like to buy from. Then approach the 
channel partner and offer them margin for putting it on their paper. 
They’ve just earned money for doing (almost) nothing. We call this 
channel “pull”, where the channel is pulled into deals. Now you can
Sales Productivity Tips From the Experts 
follow that deal up looking for other deals in their accounts. 
#2: When you get a partner interested in joining your partner program, 
treat them as if they’re part of your actual team rather than a separate 
organisation. What are their goals? New business? Upsell? Cloud? 
Services? Align your plans with what they’re looking to do, then do 
the work for them. We’ll assign resources to channel partners to drive 
their business, which drives ours. 
Ultimately, sales relationships are built on the dollars and cents 
transacted between vendors and partners. New vendors looking to 
gain the attention of the channel need to put that front of mind when 
engaging partners. They’re not going to do any heavy lifting until 
you’ve cemented that relationship in revenue. Until then, it’s up to the 
vendor to do it. 
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“Learn to Leverage the Channel” by @justinpirie | 
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18 
4 Move On. Quickly! 
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About Glenn Gow 
Glenn Gow is founder and CEO of Crimson 
Marketing, an expert in marketing strategy for 
technology companies and author of the book 
“Revenue and the CMO”. More about Crimson 
Marketing at www.crimsonmarketing.com 
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by Glenn Gow
Sales Productivity Tips From the Experts 
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Move On. Quickly! 
by Glenn Gow 
As a sales professional, your greatest asset is your time. The most 
important thing you can do is ensure you are spending time with the 
people who represent the greatest lifetime value for your business. 
Another way to look at this is to spend as little time as possible with 
anyone who represents a low lifetime value for your business. 
You may be tempted to spend time talking with low value individuals 
in the “hope” they can be valuable, or might become valuable. Or, even 
worse, you spend time with them because it feels productive. The 
more experienced you become, the faster you will realize that it’s a 
flawed strategy. 
The most important thing a sales professional can do is “Move On 
– Quickly!” (politely and professionally) when you find yourself 
spending time with the wrong person. This is the only way to guarantee 
you will spend your precious time with the right people. 
“Move On. Quickly!” by @CrimsonCEO | 
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20 
5 The Sales and Marketing 
Conversation Should Never 
be About You by Bob Apollo 
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About Bob Apollo 
Bob is CEO of UK-based Inflexion-Point Strategy 
Partners. He works with B2B-focused businesses, 
helping them to systematically transform their 
sales and marketing performance. More at: 
http://www.inflexion-point.com 
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Sales Productivity Tips From the Experts 
The Sales and Marketing Conversation 
Should Never be About You by Bob Apollo 
It’s been said often enough, but it’s worth repeating: your prospects 
(if they have any sense) are NOT interested in what you do. They are, 
however, interested in what you could help them achieve, and they 
are even more interested in what you have already helped other 
organisations like theirs to achieve. 
They don’t want to hear that what you do is faster, cheaper or better 
than your competitors, because they expect all suppliers to say 
that, and they expect them all to lie (usually with good justification). 
That sort of messaging goes in one ear and out of the other without 
stopping in between. 
In addition to what you have achieved for other organisations like 
their own, they want to understand what sets you apart. They want 
to understand how your approach is distinctively different, because 
that’s the sort of information that might make them sit up, pay 
attention, and remember what you’ve just said. 
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They want to be educated. They want to learn from the experiences 
of others. They want you to give them the full picture, warts and 
all, and not sweet-talk them with impossible to deliver promises or 
claims. They want you to tell them how it is. They want you to help 
them navigate the obstacles that might stand in their way. 
And once you have won their trust, they want (and need) you to help 
them sell the need for the change and the benefits of your approach 
to their colleagues across the organisation. They want you believe 
that you will be a reliable partner before they decide to do business 
with you. 
But if you insist - as so many other organisations do - on basing your 
marketing messages and your sales conversations about what you 
do, your failure should come as no surprise. 
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“The Sales and Marketing Conversation Should 
Never be About You” by @bobapollo | 
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23 
6 Conduct a Sales Energy 
Audit: Increase Revenue 
by Shifting Your Sales- 
Energy Use. by Nancy Nardin 
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About Nancy Nardin 
Top Sales Productivity and Tools Expert: Top 50 
Retweeted Vendors by B2B Marketers, Named 
Top 25 Sales Bloggers (HubSpot), Named Top 25 
Sales Industry Influencers 2013 (OpenViewLabs 
and InsideView) Named 20 Women to Watch in 
Sales Lead Management 2012 & 2013 (SLMA). 
More at www.smartsellingtools.com 
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Sales Productivity Tips From the Experts 
Conduct a Sales Energy Audit: 
Increase Revenue by Shifting Your 
Sales-Energy Use.by Nancy Nardin 
Twenty years ago, the connection between energy efficiency and 
environmental benefits was poorly understood by the general 
population. Today, nearly everyone agrees that it’s important to save 
energy. Business owners and corporations are stepping up their 
efforts as well, recognizing that saving energy adds to the bottom line. 
And that last sentence is a bit of an under-statement. 
But there is another way that businesses can benefit by improving 
its use of energy. In this case, I’m referring to its use of Sales Energy. 
Each salesperson in your team has a limited amount of sales energy 
(or sales capacity) to use throughout the year. Tallying up the sales 
capacity for your team or entire organization will give you your over-all 
sales capacity. As a rule-of-thumb, we estimate there are 215 selling 
days totaling 1720 hours per rep. 
Here is the important take-away: You maximize revenue when you 
optimize the use of that limited capacity. Auditing how your sales 
representatives use sales capacity is not much different from 
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conducting an energy audit in your home. Home energy auditors take 
a look at a number of factors such as the orientation of your home to 
the sun and the type of windows and insulation. They can estimate 
the energy wastes and tell you what to do to conserve and lower your 
energy bill. 
To make sure you’re getting optimal use of Sales Energy, you’ll want to 
conduct a Sales Energy Audit. The end-goal is to reduce the energy 
waste (sales capacity spent on non-selling tasks) and increase the 
output of your use of energy (revenue). 
The first step in a Sales Energy Audit is to assess the amount—and 
use of—energy used during each stage in the sales cycle and for 
administrative/operational tasks. 
The easiest method is for you as the Sales Manager to make your best 
guess at the total number of hours, or the percentage of time, spent 
talking with prospects and the total spent on everything else. 
A more comprehensive audit would include interviewing reps. If you 
were to ask them, you’d likely find that salespeople will report-back 
a far different estimate. It can get complicated. That’s why, as with 
home energy audits, it’s useful to have an outside company like Smart 
Selling Tools perform the evaluation. 
Research has shown that on average 35% of a Sales Rep’s time is spent 
selling, remanding the bulk of their time—65%—to other activities. 
Where it gets interesting is when you calculate the potential increase 
in revenue made possible by a slight shift in those percentages. 
According to our Sales Efficiency Principle, a small shift of time-use 
results in a significantly higher percentage gain in revenue. 
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The challenge for sales organizations is to realize that sales capacity 
is limited. There are a finite number of days and hours in a sales year. 
A close examination of sales capacity utilization will tell you whether 
you’re getting the highest amount of output possible from your use of 
sales energy. 
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“Increase Your Revenue by Shifting Your Sales-Energy 
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27 
7 If the Deal is Not Right, 
Make it Easy for Them to 
Say No. by Peter Winick 
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About Peter Winick 
Peter enables thought leaders, authors and 
gurus to monetize their content through books, 
keynote speaking, the creation of training 
services and products and consulting and 
assessment tools. More at 
www.thoughtleadershipleverage.com 
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If the Deal is Not Right, Make it 
Easy for Them to Say No. by Peter Winick 
Sales, especially B2B complex sales involve the buy-in of many parties 
and the investment of a significant amount of time, resources and 
energy from both the buyer and the seller. You want to get to “Yes” 
(assuming the deal is a solid deal for all parties) but the reality is that a 
“No” happens. In fact, it probably happens to most salespeople more 
than a “Yes” happens. 
If a “No” is going to happen your preference should be to have it 
happen sooner, rather than later. Value your time and resources and 
manage your pipeline like you would a portfolio. Weed out the 
non-performers (the no’s) and focus your attention on those that have 
the highest possibility of being a Yes. If you are like most salespeople, 
you keep deals on life support far longer than you should. When a 
prospect is dragging their feet, when they keep asking you to circle 
back in two months, when they become unresponsive, when you know 
from experience it isn’t going to happen than you need to have “the 
talk” with them. 
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Many prospects don’t like to say No, it makes them uncomfortable and 
they make actually like you but know they won’t be doing business with 
you but string you along for months on end. When I have accounts that 
are not moving anywhere or are moving at a glacial speed I try to give 
them permission to “end our relationship” or “just be friends”. I might 
let them know that we’ve been discussing issue X for Y months and 
that we’ve spent a lot of man hours and invested a lot in the process 
but it doesn’t appear that the timing is right or the solution is a fit. 
Would it be ok if I stopped following up? 
Often just framing it in a way that makes it less uncomfortable for 
them to be frank is in everyone’s best interest. 
Give it a shot-- a no is better sooner than it is later. 
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“If the Deal is Not Right, Make it Easy for Them to Say No” 
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30 
8 Do You Visualize Sales 
Success? by Andy Paul 
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About Andy Paul 
Andy Paul is author of the award-winning 
book, Zero-Time Selling: 10 Essential Steps to 
Accelerate Every Company’s Sales. A sought-after 
speaker and business coach, Andy conducts 
training, coaches and consults with CEOs and 
sales teams to teach them practical selling 
strategies that use responsiveness, speed and 
simple sales processes to increase sales. More 
at www.zerotimeselling.com 
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Do You Visualize Sales Success? 
by Andy Paul 
Do you dream about being successful in sales? 
Or do you visualize your sales success? 
Do you dream about winning the order? 
Or, do you visualize the actual steps you will take to help your prospect 
make the winning purchase decision? 
You only have only a limited number of opportunities to interact in 
meaningful way with each prospect during their buying cycle. As I 
write in my book, Zero-Time Selling, the era of the ad hoc sales call is 
finished. Your prospects don’t have the time to waste on unproductive 
sales calls with sellers that do not provide them anything of value, that 
do not help them move closer to making a decision. 
This means that when you have the opportunity to engage with a 
prospect you should leave nothing to chance. You have to be prepared. 
One crucial step of preparation for each sales call is to use a simple 
visualization technique. For each upcoming sales call with your 
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prospects, whether it is in-person, online or on the phone, do you 
mentally establish a goal and a desired outcome for that interaction? 
And then, do you mentally walk through the steps you need to 
accomplish to achieve that outcome? 
This is a necessary discipline that salespeople need to practice and 
sales managers have to coach their direct reports to use. 
There are three easy steps for visualization that you can exercise to 
improve your sales results. 
1. Establish a Desired Outcome for Each Sales Call 
What is the outcome that you envision for the sales call? (This could be 
a phone call, video chat, in-person). The outcome needs to be defined 
in terms of an action your prospect will take to move one step closer 
to making a decision. 
2. Mentally Practice the Steps You Will Take During the Call 
What is the process you will follow, what are the series of steps you will 
take, that will result in the outcome you desire? Identify and practice 
the specific questions you will ask the prospect. 
3. Anticipate the Prospect’s Answers and Follow-on Questions 
You have to mentally visualize the “if-thens” that could occur during 
the sales call. What this means is that if the prospect asks question 
A; then what will be your response? If the customer asks Question B, 
then how will you respond? You need to know how you are going to 
answer those questions before you speak with the prospect. Create 
a list of these questions and visualize how you will answer them. If 
you want to be extra-prepared use a colleague or a manager to help 
you role-play and rehearse important sales calls. You can’t anticipate 
with 100% accuracy every question the prospect may ask, but you can 
prepare. 
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Remember that an important sales call is the time for preparation, not 
improvisation. 
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“Do You Visualize Sales Success?” by @ZeroTimeSelling” 
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34 
9 Newsjacking Leads 
Buyers Directly Into 
Your Sales Process 
by David Meerman Scott 
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About David Meerman Scott 
David Meerman Scott is a Marketing & Sales 
Strategist, keynote speaker, and bestselling 
author of 9 books including “The New Rules of 
Marketing & PR” and “Newsjacking”. More at 
www.webinknow.com 
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Newsjacking Leads Buyers Directly 
Into Your Sales Process 
by David Meerman Scott 
The idea of newsjacking is quite simple: it is the art and science of 
injecting your ideas into breaking news, in real-time, in order to 
generate media coverage and social attention for yourself or your 
business. 
Thousands of people have used the technique to get their take into 
news stories like when marketers at Oreo Tweeted an image with 
the line “You can still dunk in the dark” during the 2013 Super Bowl 
blackout. That one tweet generated attention from millions. 
Today’s online tools can notify you instantly when something is said 
about your industry or marketplace. By monitoring keywords and 
phrases on the web and Twitter, you will instantly see the stories that 
you might be able to contribute to. 
Many companies now use newsjacking not just as a PR technique but 
also as a tool to generate sales leads and drive new business. It works 
even in highly regulated industries like healthcare and finance. 
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For example, consider what Jeremy Harrison of MultiCare Health 
System, an integrated health organization made up of hospitals, 
primary care and urgent care clinics, multi-specialty centers, Hospice, 
Home Health, and other services, located in Washington state did. 
Jeremy says that they sprung to action, publishing real-time content to 
become a part of a conversation happening online after an emotional 
episode of Downton Abbey dealing with eclampsia. 
Jeremy and his team wrote a blog post right away and shared it on 
Facebook and Twitter. The post “Doctor Q&A: ‘Downton Abbey’ 
Highlights Dangers Of Eclampsia” that was available the day after 
the episode aired in January 2013 right when people were discussing 
eclampsia. Within the blog post were links where interested people 
could learn more or book an appointment with a physician. 
The team shared on Facebook and on their @MultiCareHealth with 
this tweet: “Wondering about #eclampsia after last night’s Downton 
Abbey? We’ve got answers here. 
The blog post quickly generated well over 1,000 pageviews, with people 
spending an average of five minutes on the page. 
Jeremy can directly trace about 30 clicks through to the MultiCare Find 
a Physician page in their Women’s & Children’s careline, with some of 
those people booking appointments. 
Newsjacking helped drive people into MultiCare’s buying process. 
Being a part of the conversations around breaking news stories can 
drive sales for your business too. 
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“Newsjacking Leads Buyers Directly Into Your Sales Process” 
by @dmscott | Download free eBook here: http://ow.ly/tVtxT 
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37 
10 Maximize ROI From Your 
Meetings by Lori Harmon 
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About Lori Harmon 
Lori Harmon is a veteran high-tech executive 
with more than 25 years of strategic and 
operational experience in all major functional 
areas including, sales, support, and marketing 
for some of Silicon Valley’s leading companies. 
Lori is the CEO and Founder of Quantum Sale 
helping companies maximize revenue through 
optimizing their Sales and Sales Operations 
organizations. 
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Sales Productivity Tips From the Experts 
Maximize ROI From Your Meetings 
by Lori Harmon 
Did you know? Sixty-five percent of a typical sales rep’s time is 
spent on activities that do not generate new sales. With only 215 selling 
days in a year, Sales management has to be very conscious that they, 
the executive management team and other functional groups, do not 
create time wasters for their Sales team. The individual reps have to 
stick to the sales process and push back on unnecessary interruptions 
in order to manager their time. 
Meetings if not planned well, can be big time wasters. In a best practices 
environment, meetings should be limited to two hours per week and 
scheduled outside of the optimal calling hours. 
This means if there is an important company meeting one week; 
another regular meeting may have to be cancelled. It also requires 
meetings be run efficiently and on time. Whenever possible, represent 
your team at meetings with other functional groups. 
Often sales is invited to meetings that have no value to them, so these 
should be declined or pre-screened by management. 
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However, some meetings are unavoidable! To maximize the 
effectiveness of meetings for your team, a sales manager has to be 
an effective meeting planner, organizer and leader. Set an agenda 
with specific times for each topic and stick to it. If you are doing a by 
person forecast update and each rep has three minutes, stop them 
when they have used up their three minutes and have the rest of the 
conversation one-on-one so they are not taking time away from the 
other reps. Train and expect your reps to come to meetings prepared 
and able to efficiently explain key updates and points to their forecast. 
By avoiding these time pitfalls, your sales team will have more time to 
sell and will be able to maximize their sales. 
Think about it: What can you do to make the most of your meetings? 
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“Maximize ROI From Your Meetings” by @loriharmon | 
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40 
11 Social Selling <==> 
Thought Leadership 
<==> Micro Marketing by 
Mitchell Levy 
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About Mitchell Levy 
Mitchell Levy is the CEO and Thought Leader 
Architect at THiNKaha and co-host of Thought 
Leader Life. Read more and connect to him at 
About.me. 
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Social Selling <==> Thought 
Leadership <==> Micro Marketing 
by Mitchell Levy 
Thought leadership is a heavily used term these days, but is it 
overused? 
Some may say so. 
You shouldn’t. 
For the sales professional, it represents the opportunity to change 
with the times. With the growing customer empowerment, 60-80% of 
the buying cycle is now transparent to the sales professional and the 
seller. Good for the customer, bad for the sales professional. How can 
you stay relevant in these changing times? 
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Social selling. 
It’s no longer the task/privilege of the sales professional to educate
Sales Productivity Tips From the Experts 
the buyer at the beginning of the sales cycle. It’s the sales professionals’ 
responsibility to be a trusted advisor. 
You need to be the expert on your product and its use in the vertical 
that you sell into (e.g. the thought leader). 
Aha #10 from my book #CREATING THOUGHT LEADERS (2013, 
THiNKaha) says “The thought leader you want to be is one who wants 
to share knowledge and help people be more successful.” 
The buyer needs to feel comfortable that you have their best interest 
at heart, that you will guide them to the right solution that fits their 
needs and that you’ll be around when they either need help or have 
problems using it. 
Aha #47 says that “Thought leaders are known; they are recognized. 
Rightly or wrongly, they are more trusted.” 
This is social selling. Two of its key advocates are Jill Rowley @jill_rowley 
from Oracle and Julio Viskovich @JulioVisko from Hootsuite. 
The change in the sales cycle they are advocating is to encourage all 
sales professionals to be thought leaders. From this sharing of thought 
leadership, sales professionals essentially become their own micro 
marketers. This doesn’t mean they have to come up with the thought 
leadership content to share. 
It’s sales responsibility to look to marketing to supply the thought 
leadership content they need. Marketing should be supplying content 
that sales can curate to make their own. Check out the THiNKaha App 
on iTunes to help with this sharing. 
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Sales Productivity Tips From the Experts 
To stay relevant in this shift of the buying cycle, you must start deploying 
social selling (e.g. become a thought leader, a micro marketer). Who 
knows, you may even like it. Aha #140 “Being a thought leader is one of 
the most rewarding positions in life. Why not work to make it yours?” 
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“Social Selling <-> Thought Leadership <-> Micro Marketing” 
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44 
12 How the Options Strategy 
Can Grow Profits By Mark Faust 
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About Mark Faust 
Mark is a growth advisor and professional 
speaker and founder of 
www.EchelonManagement.com. 
His bestselling book “Growth or Bust! Proven 
turnaround strategies to grow your business” 
is available at all retail Barnes and Noble 
stores. Sign up for Mark’s 1000 tweets towards 
growth at @MarkFaustSr 
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Sales Productivity Tips From the Experts 
How the Options Strategy Can 
Grow Profits By Mark Faust 
I have used this sales productivity strategy to literally save clients from 
bankruptcy and it has done more to increase sales productivity than any 
appointment setting ploy or time management tactic. It will improve 
your closing ratios, average customer share and overall profitability. 
The point is to give a set of options to say yes to. Customers can’t 
spend more with you if they aren’t aware of the value offered through 
your highest priced and best options. 
Because many are vexed by the question, “What should we charge?” 
“What is their investment threshold?” or worse, “Did we leave too 
much on the table?” an effective way to overcome those concerns, 
reduce haggling, unnecessary negotiations and close more deals is 
to offer a set of options rather than just a yes / no decision. Buyers 
can negotiate with themselves as to how deeply they want to engage 
your services or invest in your products by choosing just one, all or a 
combination of your options. 
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Sales Productivity Tips From the Experts 
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Some call it “giving a choice of yeses.” 
Give your team the tools to offer flexibility in options without implying 
to customers that there is flexibility in price. Negotiate value/options, 
rather than negotiating away your profits by cutting your price. If your 
team is concerned about going over your customers’ budget, show 
them how they can reduce the amount of services/product/value 
you will deliver, keep price integrity and yet still secure a profitable 
engagement. 
Big Sales Increases Can Come from Little Tweaks 
Imagine a company that is struggling for survival, and your sales team 
has a current closing ratio of 25% and with ideas like the above you 
can increase it to 35%. Now imagine with the tactic of asking for more, 
by offering bigger options, you are able to increase the average size 
of orders by 25%. The synergy of these two leverage points may very 
well enable you to increase sales by 50% to 80% and profit margins by 
a few significant points as well. 
Most every company can create a “gold, silver and bronze” version of 
their offerings. Whether gold is adding guarantees and added service 
offerings or simply longer term engagements, gold offerings will deliver 
more value to the right customers as well as improved profits for your 
bottom line. Investing time on a regular basis to innovate how you 
package your offerings will often be as profitable as R&D and at much 
less the costs. Give your customers a choice of yeses, and watch “no’s” 
decrease and profits increase. 
“How the Options Strategy Can Grow Profits” 
by @MarkFaustSr | Download free eBook here 
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47 
13 Two Confessions of a 
Closet Slug to Help You 
Sell More by Jill Konrath 
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About Jill Konrath 
Jill Konrath’s career is defined by her relentless 
search for fresh sales strategies that actually 
work in today’s business environment. She’s the 
author of two bestselling sales books and is a 
popular speaker who helps sellers crack into 
new accounts, speed up sales cycles and win 
more business. You can learn more about her 
at http://www.jillkonrath.com/ 
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Two Confessions of a Closet Slug to 
Help You Sell More by Jill Konrath 
How will I get it all done? There’s more here to do than is humanly 
possible. All this email is killing me. 
That’s what’s going through my mind right now. I’ve been at my desk 
since 7:30 this morning. I ate lunch in my office because there was no 
time to go out. I was on the computer or on conference calls for hours. 
Yet, at the end of the day, I’ve barely made a dent in my To Do list. Is it 
any wonder that I’m feeling overwhelmed? 
But here’s the truth. I like telling people I’m crazy-busy. It makes me 
sound important. Necessary. In demand. 
And, even worse. I use my time poorly. I make bad choices all day long 
that contribute to this predicament I’m in. Just this morning, a 
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Sales Productivity Tips From the Experts 
hyperlink in newsletter article resulted in me squandering a half hour 
on interesting but low priority work. 
I let this happen too often. I know better. On days when I identify my 
key priorities upfront, barricade myself from interruptions and don’t 
check email all the time, I get a tremendous amount done. Plus, I have 
lots of time to do fun things. 
In reality though, I default far too often to this slothful behavior. I 
know I’m not alone in this area. But, it does have its upside … 
How I Learned to Compensate for Being a Slug 
Because efficiency is not my strength, I developed other strategies 
to be successful. You see, being productive isn’t just about being a 
disciplined taskmaster. It also is about being highly effective. 
Here are two strategies I leveraged to achieve sales success. 
1. Precision Prospecting 
Working with companies that have urgent and compelling needs leads 
to shorter sales cycles and less competition. When I stumbled across 
the concept of “trigger events” over 20 years ago, I was ecstatic. 
What are trigger events? They’re happenings either in a company, 
industry or general business climate that create opportunities for 
someone to use your products or services. 
Examples might be a new VP of Sales, stagnant 1st quarter earnings, 
a new strategic direction, new legislation, increased gas prices or 
multiple visits to your website. 
When I first started using this strategy, I leveraged the local business 
press to identify those opportunities. It’s still a good resource. But 
today you can Google Alerts as well as services offered by technology 
companies. 
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Sales Productivity Tips From the Experts 
Using these “alert services” is the best way I know to get good business 
– quickly. 
2. Quality Connections 
To me, every contact with a prospective customer is invaluable. I’m 
talking about every email, voicemail, phone call, online meeting or 
presentation. 
I know the key concerns of my primary decision makers. I invest time 
doing research on the company or industry. 
I spend time planning, to ensure that ruthless relevance in my 
messages. I try to quickly demonstrate my knowledge so they know 
I’m a credible resource. I write down the questions I want to ask. And, I 
know the logical next step that I’ll suggest at the end of a conversation. 
What is the impact? Fewer phone calls or emails. Fewer prospects. But 
more sales and bigger sales. 
The Big Challenge 
But it all comes down to this. For maximum impact, we need to be 
both efficient and effective. And, most of all, to lead the kind of life you 
really want to live – meaning having time for all the things you want to 
do – it’s important to gain control of how you spend your time. 
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What are you doing to make that happen? 
“Two Confessions of a Closet Slug to Help You Sell Better” 
by @jillkonrath | Download free eBook here: 
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51 
14 Show Up Powerfully 
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About Mark Roberge 
Mark is Chief Revenue Officer of the HubSpot 
Inbound Sales Division. Prior to this role, Mark 
served as HubSpot’s SVP of Worldwide Sales 
and Services from 2007 to 2013, during which 
time he increased revenue over 6,000% and 
expanded the team from 1 to 450 employees. 
You can learn more about HubSpot at 
www.hubspot.com 
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by Mark Roberge
Sales Productivity Tips From the Experts 
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Show Up Powerfully 
by Mark Roberge 
1. Be a Digital Thought Leader to Your Prospects 
Imagine this. Prospects are willing to rearrange their schedule to 
hear you speak. Better yet, the topic of the discussion is the value 
proposition that your company brings to the market. 
That can happen! Make a goal for 2014 to become a respected 
thought leader to your prospects on the topics they care about and 
the problems you solve. Here is how to do it. 
Take two hours per week that you would have spent prospecting and 
re-invest the time in digital networking. Follow the current thought 
leaders in your space on Twitter. Retweet, their stuff. They will likely 
follow you. They will likely Retweet, your stuff. Follow their blogs. 
Comment on their blogs. They will comment back. Ask them if they 
will guest post on your blog. Offer to interview them. Offer to submit 
a guest post for their blog. Prospects follow these thought leaders
Sales Productivity Tips From the Experts 
today. Now they will start following you and, in turn, asking for your 
advice. 
Follow this process for two months and then reflect whether those 
two hours per week would have been better spent prospecting. You 
will be amazed on how game changing that time becomes. I am not 
saying stop prospecting. I am just suggesting that sales people re-think 
prospects start their buying journey with an online search. 
2. Use Technology to Listen to the Market 
Your last sales call just ended. You have 20 minutes before your next 
appointment. Time for some prospecting. Who do you call? 
As an industry, we have done a poor job of addressing this question. 
Sales people often bring up their prospecting list and sort by Last 
Touch or even worse, alphabetically. 
A better answer would be the last person that opened a prospecting 
email or visited your website or connected with your CEO on social 
media. The number of online buying signals from our prospects is 
increasing every day but we are not listening. There is an explosion 
of tools built for the sales person that help save time and increase 
productivity. I believe there is a big opportunity for sales people to 
adopt these tools in 2014 and make more money in less time.” 
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the way they invest their time in an era when more and more 
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“Show Up Powerfully” by @markroberge | 
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54 
15 The New ABC of Sales … 
Always Be Caring ! by Paul 
D’Souza 
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About Paul D’Souza 
Paul D’Souza is the Author of the sales book 
“The Market Has Changed... Have You?” Paul 
is also a Speaker on the primary subject of 
accessing one’s creative genius while engaged 
in the business of life and living. Paul serves 
as the Vice President of Sales at Top Gun Sales 
Performance in Cincinnati, OH. You can learn 
more at www.topgunhq.com 
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The New ABC of Sales … Always Be 
Caring ! by Paul D’Souza 
“The market has changed”! could really be the understatement of 
the decade. ABC in sales used to mean “Always Be Closing”; as most of 
you would remember. 
It came from a time when customers tolerated obnoxious and 
manipulative sales people. Simply because they (the customers) did 
not have very many choices available to them, like we do now today. 
In those days, they referred to “Closing” a deal as the transaction that 
really, if you think about it … “Started” a new relationship. 
The market “Has” changed and buyer behavior has changed and so 
should your thinking, speaking and acting. 
Linguistics really do set the stage for how we act. They set the mood 
if you will. And our thinking impacts how we speak. So thinking about 
how you can serve your clients, will create the space for you to ask a 
different type of question. A question that will demonstrate how much 
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you really “Care”, once you do that; simple math takes over. The 
more people you care about, the more opportunities you will have to 
start relationships of trust. 
Ok, so that is the outline of the strategy but you would really like to 
see how this impacts everyday sales activity, right? You want a tip for 
crying out loud! I get it. I present to you my... 
Hybrid Cold Calling Strategy 
This strategy is hybrid, because it leverages Google Searches, LinkedIn, 
Cold Calls via the Telephone and email. It has produced a conversion 
rate of over 65% in the last 3 months that I have used it. It is totally 
anchored in demonstrating how much I care. 
Step 1 - Identify Your Prospect 
I take the time to get clear about who I am reaching out to and why I 
believe it would a valuable relationship for both of us. This is key. Do 
your research and be clear about how you can have a positive impact 
on your prospects life. Do it right or go find something else to do. 
Step 2 - Reach Out 
1. Leverage LinkedIn to see who they are and what is important to 
2. Find their office number and leave them a VM and refer to the 
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them. Send them a LinkedIn Request to get connected as a 
friend. In this email be brief and tell them you want to talk 
about something that you think will help them. 
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LinkedIn Request. 
3. If you have their email address, send them an email as well. 
Introduce yourself, be brief and tell them why you believe in all 
your heart they should get back to you.
Sales Productivity Tips From the Experts 
Step 3 - Care 
Once you connect, talk about how you want to learn more about 
what is important to them and take the conversation down the path 
of brainstorming how you could potentially help them solve their 
problem. Create the space for them to talk about their problems 
and the consequences they will have to face if they do not get them 
fixed. Offer guidance and genuinely find ways to help them; either by 
something you do yourself or make a referral to someone you know 
and trust who can help them. 
If it makes good sense to do business … then do business. 
In Conclusion: 
This approach works - because it will always produces trust; a basic 
a requirement for any meaningful relationship between two people. 
Now since sales is fundamentally a human relationship; anchored 
in a transaction, you have a high probability of having a meaningful 
relationship that is beneficial to both parties. 
Whether someone transacts with you today or not is secondary. They 
might very well make a referral to someone else who needs your 
services tomorrow and then come back to you when the time is right 
for them to transact with you. 
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“The New ABC: Always Be Caring” by @pdsouza | 
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58 
16 Leverage the “Next 
Step” Strategy by Paul Kirch 
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About Paul Kirch 
Paul Kirch is known as an accomplished sales 
and sales management professional, though his 
background is so much broader. He is currently 
the President/CEO of Actus Sales Intelligence, a 
sales intelligence agency, known for helping its 
clients “sell smarter.” 
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Sales Productivity Tips From the Experts 
Leverage the “Next Step” Strategy 
by Paul Kirch 
First, understand that I’m a firm believer in building relationships with 
my clients. Note, I said clients and not customers. We build relationships 
with our clients, leading to greater loyalty. Whereas customers tend 
to be more transactional interactions, which are less focused on the 
relationship and more on an exchange of currency for goods. 
My goal is to establish trust with my clients and any prospects I hope to 
turn into a client. Therefore, I look for ways to make their lives better, 
in hopes that they’ll think of me first when they need my services or 
even my advice. My goal isn’t to provide value, but to provide the 
most value possible, leaving them wanting more. If you really care 
about them, then this is not hard. My favorite approach is to always 
be thinking about how you’re going to serve them next. Also, you 
can’t build a mutually beneficial relationship with them if they do not 
become a client. This doesn’t mean you can’t have loyal prospects, but 
generally that leads to a one-sided relationship where you’re doing all 
of the giving and not receiving any benefit. 
Therefore, it’s important that our efforts lead to a sale. We do this 
by remembering to always leverage a “next step” strategy. Every call, 
email, webinar, or other sales effort must be focused on the next move. 
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Sales Productivity Tips From the Experts 
If you pre-plan your interactions, you can develop a strategy that keeps 
the process flowing. For example, if you meet a new prospect at an 
event, how can you schedule the next meeting? If you just provided 
a capabilities presentation, perhaps you can set them up with a 
demonstration tool, letting them know that you’ll follow up to find out 
their experience. What’s the next step? Perhaps it’s introducing them 
to your support manager. No matter the interaction, keep focusing on 
the next step. This requires planning and engaging them, but there’s 
no faster path to a sale than this. What if your sales process is online? 
It’s no different. All communication must lead them to another stage. 
If you make the communication valuable, they will come back wanting 
more. 
There’s a time and place for marketing material, but it doesn’t always 
fit into a next step strategy, unless there’s a follow up strategy in place. 
For example, you might have a one page overview of your product 
offering that you know they’ll be interested in. Immediately schedule 
the follow up conversation. Case studies, white papers, articles, 
competitive intelligence and countless other value-based items can be 
powerful tools to execute that next step in the sales cycle. No matter 
your strategy and the tools you have, focused on getting them to buy 
while providing value. Once they purchase from you, the opportunity 
to get them to be a repeat buyer goes up exponentially, especially 
with a value-based approach, such as a next-step strategy. 
Stop finding customers and focus on creating clients. If you do, you’ll 
never struggle for sales again 
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“Leverage the “Next Step” Strategy” by @paulkirch | 
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61 
17 Don’t Turn Hunters Into 
Beaters by Dan McDade 
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About Dan McDade 
Dan McDade founded PointClear in 1997 to help 
B2B companies with complex sales processes 
drive more revenue through effective prospect 
development. 
Dan is the author of The Truth About Leads, an 
insightful book that sheds light on the little-known 
secrets that help focus B2B lead-generation efforts, 
align sales and marketing organizations and drive 
revenue. 
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Sales Productivity Tips From the Experts 
Don’t Turn Hunters Into Beaters 
by Dan McDade 
Don’t Turn Hunters into Beaters. Hunters need to focus on closing 
business, not beating the bushes looking for it! 
A dedicated lead qualifying and nurturing group to keep your hunters 
focused on closing business. 
Set up a hybrid marketing/sales function in the form of a dedicated 
group that can be either internal or an outsourced prospect 
development firm. This group applies qualifying and nurturing skills to 
assure all steps in the qualifying and nurturing process are correctly 
addressed. Real, sales-ready, leads are then handed off to sales for 
engagement and the close. 
The group’s approach combines multiple touches, multiple media 
(outbound calls, voice mail messages, personalized email and direct 
mail), and multiple-cycle contact across the number of sales cycles 
needed until the window of opportunity is reached. 
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How this fixes the forecast: Sales is able to more efficiently focus on 
what it does best: engage with highly qualified prospects and move 
them toward win status. 
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“Don’t Turn Hunters Into Beaters” by @dandade | 
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64 
18 It’s Not How You Sell, It’s 
How Prospects Buy 
by Mark Gibson 
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About Mark Gibson 
Mark heads the global marketing team at 
WittyParrot as VP - Marketing. 
Mark is an experienced sales and marketing 
professional and consultant, with 30 years of 
international sales, marketing and business 
development success. 
Since founding Advanced Marketing Concepts 
in the UK in 2004, Mark has consulted to B2B 
companies selling to the early market and has 
helped established companies to overcome 
the weak pipeline, no lead-flow and weak sales 
engagement problems caused by weak messaging 
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It’s Not How You Sell, It’s How 
Prospects Buy by Mark Gibson 
The 2013 sales results are in for B2B companies and they are 
disappointing. 
Sellers are struggling and buyers are in charge. 
Is it time to align our sales and marketing organizations around how 
buyers actually buy and to develop a language and process that 
efficiently facilitates the buyer’s journey? 
Findings in CSO Insights 2014 Sales Performance Optimization Survey 
indicate that in 2013: 
• Only 58.2% of reps made quota, 
• The burden for surfacing leads continues to fall on salespeople 
• Salespeople are having more difficultly converting qualified leads 
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to first conversations. 
• Win rates of forecast deals are lower on a year-over-year basis. 
• Poor forecast accuracy is a sales management problem to be 
addressed
Sales Productivity Tips From the Experts 
Scott Santucci from analyst firm Forrester, suggests that leads fail to 
make it through the sales process at least 80% of the time. 
What is poorly understood is why and what levers to pull to address 
the issues above. 
Looking through the Wrong Lens? 
Sales performance metrics are derived from sales qualification steps 
and the general approach of forecasting based on the sales funnel is 
obsolete. 
Sales funnel process and metrics were inherited from an era when 
salespeople were “masters-of-the-universe”, as described by Tom 
Wolfe. 
While buying behavior has changed radically, sales and marketing 
organizations are change resistant and struggling to adapt. 
A symptom of the problem and contributor to forecasting inaccuracy 
is that salespeople typically think their sales opportunity is one or two 
steps in advance of where the buyer actually is in the buying cycle. 
Buyers are in Charge of their Buying Process 
Much recent debate about the point at which salespeople are 
engaged in the buying process motivated me to write an in-depth 
review of buying-selling process, which is soon to be published under 
a provisional title, “The End of Selling” 
Buyers acquire technology products with or without the help of the 
vendor and will engage sellers based on their tolerance for risk. Early 
adopters have a higher tolerance for risk and will engage vendors 
earlier in their buying process. 
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Sales Productivity Tips From the Experts 
A Universal Buying Process 
There is a universal process that all organizations and individuals follow 
to reach purchasing decisions exceeding the disposable monetary 
threshold. This process is universal and linked to human nature, 
which explains why it does not vary across cultures. 
Every purchase goes through predictable steps formally or informally, 
with or without the vendor. 
It’s easy to remember as it has huge I-M-P-A-C-T on organizational 
performance. 
IMPACT is a concept from the book “Why Killer Products Don’t Sell” by 
Dominic Rowsell and Ian Gotts 
Mapping the Buying Process onto the Selling System. 
IMPACT Steps 
I – Identify | Someone or something (e.g.: brainstorming) triggers the 
need for an investigation into satisfying a competitive disadvantage, 
need to reduce risk, or achieve revenue or profit goals. 
* First light touch on your Website, assuming you will get found, most 
vendors unaware 
* Joint Venture discussions start here. 
M – Mentor | Someone in the buying organization is designated, or 
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decides to run with an investigation into feasibility of satisfying the 
need. That someone (we call them Mentor) will become your point of 
contact for the initial conversations. 
* Reads blogs, downloads your eBooks, views Slideshare which is why 
inbound is so important 
* Should not appear in the forecast, this is a marketing lead 
* Early adopters will engage innovative vendors 
P – Position | This is where a buying process starts becoming real – 
meaning that a need or objective is defined, funds and resources start 
being allocated to achieve the objectives outlined. 
* Not qualified until it passes this phase through to Assessment, should 
not appear in forecast. 
* Most leads die here; lacking a strong champion, consensus, or 
outgunned by competing projects 
* Mid-funnel, buyer looks at demo’s, webinars, may engage early 
mainstream vendors 
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A – Assessment |This is the due diligence phase where feasibility is 
assessed, risks are discussed and debated. 
* Early majority buyers engage mainstream vendors, i.e. 50-70% 
through their buying process. 
* Opportunity appears in the forecast for the first time 
C – Case | Case is where the business needs are converted to a real 
project or product specifications. 
* Typically when an RFP shows up 
* ROI calculators, social proof needed 
T – Transaction | Transaction is the business phase for the sale. 
Prices are discussed and negotiated and the fit is determined for a 
relationship moving forward. 
* Beware the late invitation to respond to an RFP, unless you are a 
commodity player. 
Conclusion 
By creating a common understanding and vocabulary, based on 
how buyers actually buy, we create opportunities to connect and 
communicate with buyers in their process. More importantly by 
optimizing our value chain to best our serve buyers, we create 
opportunities to reduce COS and improve profitability. 
The alternative is continue to decipher the semaphore of the 
salesperson’s best guess 
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“It’s Not How You Sell, It’s How Your Prospects Buy” 
by @rmarkgibson |Download free eBook here: 
Brought you by www.wittyparrot.com 
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70 
19 Content Reuse can 
Accelerate Sales Cycles 
by Anil Jwalanna 
cov-er 
About Anil Jwalanna 
Anil is the CEO of WittyParrot and the visionary 
behind the product and platform strategy. Anil has 
built and managed SaaS and technology product 
platforms at start-ups and large enterprises for 
over 15 years. 
Anil previously served as CEO of PushPoint Mobile 
and CTO of iCharts, both mobile commerce and 
data visualization SaaS companies. Anil holds 
business degrees from the Berkeley Haas School 
of Business and the Columbia Business School and 
an undergraduate in Engineering from Mysore, 
India. 
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Sales Productivity Tips From the Experts 
Content Reuse can Accelerate 
Sales Cycles by Anil Jwalanna 
Content reuse is becoming an important priority for B2B sales and 
marketing communication. 
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Why? 
Because buyers will no longer tolerate a different conversation with 
salespeople than the one they have been having with the content 
being consumed on the supplier’s Website. 
Congruence in the story sales and marketing is required and can 
shorten the sales cycle when properly aligned. 
For companies that intend to pursue a content marketing strategy 
and rise above the tide of mediocrity, this means creating quality, 
relevance and insight for the intended audience in every utterance. 
Here are 5 tips that will help to improve the quality of published content 
and the spoken word, while improving consistency of information 
across the organization.
Sales Productivity Tips From the Experts 
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1.Create Modular Content 
Break large documents into smaller chunks of modular self-describing 
content that can be easily managed and used in multiple places in 
various contexts. 
Buyers and customers expect to easily consume, precise and contextual 
information to find what they need to know, they don’t have time to 
wade through voluminous documents. Corey Sommers article “The 
Death of Marketing Collateral as We Knew it” is interesting, radical and 
relevant to this conversation. 
Breaking down large documents into smaller chunks of information 
not only makes it easier to consume, but also enables re-use of content 
in different contexts. These content chunks can be readily adapted 
into multiple documents based on the context and relevance. 
2. Assemble Modular Blocks 
Instead of monolithic documents designed for one purpose, design 
documents, collateral, webpages and information products in such a 
way that they can be reproduced instantly by simply assembling self-describing 
content modules. 
When a child sits down to play with Lego, they are constrained only 
by the number and shape of the individual Lego blocks in the set and 
their imagination. This is a useful and powerful concept for content 
creators. 
Think of “Lego Blocks” as a metaphor to build Information components. 
Literally anyone with access to these information components can build 
any information product by using these Lego blocks of information. 
3. Tagging Content Blocks
Sales Productivity Tips From the Experts 
Finding the right information instantly and consistently is the key to 
successful use of information produced. Significant effort goes into 
producing effective messaging content, but little has been done to 
make it accessible. 
Providing contextually correct content to buyers and customers when 
they need it will not only help buyers to make decisions faster but also 
helps to build the trust and rapport. 
Capturing content metadata is extremely important to achieve the 
end goal of content accessibility and consumption. 
Tagging is the simplest and easiest way of building metadata about 
the content. 
Careful consideration is essential to identify and assign the right tags 
based on the characteristics of the content and context in which it will 
be used. 
4. Content Collaboration 
For successful creation, distribution and management of modular 
content components, it is essential to collaborate among stakeholders. 
Ownership of these modular blocks is essential to ensure that 
information is kept current. Multiple people may be involved creating, 
reviewing, approving and sharing the content. 
Once an information component is ready for use, it should be tagged 
with proper metadata and published for consumption. 
Distributed and loosely coupled collaboration on content creation 
and workflow management and version control ensures accuracy, 
consistency and currency of information. In addition, a mechanism 
should be established to capture the qualitative and quantitative 
feedback from consumers to improve the quality and usability over 
time. 
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5. The Right Tool 
Choosing the right tool is critical in a successful content reuse strategy. 
Few tools exist that truly meet these requirements. 
Here is the list of top 5 factors to consider while evaluating the tool: 
1. Functional, intuitive and easy-to-use interface is crucial for successful 
adoption by stakeholders, 
2. Ability to collaboratively create, and manage smaller chunks of 
content individually and assemble into documents, collateral and 
other output forms, 
3. Ability to create, manage and capture rich metadata from diverse 
sources about information components and clusters of content, as 
well tag, index and comment on use of the content, 
4. Intelligence to interpret and infer the user’s context to fin d the 
relevant content and present it to consumers instantly, 
5. Seamless access and delivery of relevant content anytime, anywhere 
on any device is critical to the success of content strategy 
“Content Reuse Can Accelerate Sales Cycles” 
by Anil of @wittyparrotapp | 
Download free eBook here: http://ow.ly/tVtxT 
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75 
20 How to End a Sales 
Slump by Telling Stories 
by Mike Bosworth 
cov-er 
About Mike Bosworth 
Michael Bosworth is noted for founding and 
growing Solution Selling®, one of the most 
successful virtual companies in the B2B arena. 
He is currently involved in two start-ups, Mike 
Bosworth Leadership and WeConcile®. MBL 
teaches Story Seekers™ workshops. You can 
learn more at 
http://www.mikebosworthleadership.com 
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Sales Productivity Tips From the Experts 
How to End a Sales Slump by 
Telling Stories by Mike Bosworth 
Mike Bosworth worked as a sales manager at Xerox Computer Services 
in 1979 with Neil Rackham when he was researching what became the 
SPIN project . 
Neil could map the sales productivity rise from new hire to a peak 
performance (around 18 months at Xerox), and then almost to the 
day, predict the decline, followed by loss of sales rep motivation and 
morale. 
Xerox knew the problem existed, but it took Neil Rackham to pinpoint 
why it was happening. What Rackham found was that sales productivity 
rose over time until the salesperson had gained the expertise of having 
seen every permutation of buyer problem and need. 
The first day of the 19th month on quota, instead of listening to the 
prospect to learn what the buyer problem was, the sales rep could not 
contain themselves and prematurely elaborated what the prospect 
“needed to do.” 
Try telling your spouse a few “here’s what you need to do’s” tonight 
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Sales Productivity Tips From the Experts 
when you get home and observe the reaction. Prospects go from 
curious and open to defensive to blocking and pulling away from 
salespeople who tell them what they need to do to solve their 
problem. 
Jeff is around 30 years old, working for an SEO software company. He 
was one of the original salespeople in the company, and although he 
had been the #1 seller for the previous 12 months, he was in a slump. 
As with most salespeople and athletes in a slump, if they knew how to 
end it they would! 
Jeff was ‘stuck’ in his slump and didn’t know how to get out of it. 
In a public Story Seekers™ workshop, Jeff discovered why he was in 
his slump when he saw the chart from research Neil Rackham did at 
Xerox in 1979 
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Sales Productivity Tips From the Experts 
The day after the workshop Jeff had three demonstrations scheduled. 
He was able to catch himself wanting to tell his buyer what they should 
be doing and what they needed, and instead told each a story about 
how a peer had solved a similar problem. This put the prospect in the 
story and connected them emotionally to Jeff’s approach. 
Jeff’s slump ended that day with three new customers. 
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by @MikeBLeadership |Download free eBook here: 
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79 
21 Follow a Sales 
Methodology 
by Linda Richardson 
cov-er 
About Linda Richardson 
Linda Richardson is the founder and Chairman of 
Richardson, a global sales training company and 
the author of “Changing the Sales Conversation”. 
As a recognized leader in the industry, she 
has won the coveted Stevie Award for Lifetime 
Achievement in Sales Excellence for 2006 and in 
2007 she was identified by Training Industry, Inc. 
as one of the “Top 20 Most Influential Training 
Professionals.” 
Visit: www.lindarichardson.com 
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Sales Productivity Tips From the Experts 
Follow a Sales Methodology 
by Linda Richardson 
Do you have a sales methodology that your team follows? Let’s step 
back. What is a sales methodology? Sales best practices? A sales 
process? Documented steps/procedures in the sale? Sales skills? 
Tools? All of the above? 
A sales methodology is the system a sales organization follows to win 
business. In one sense (not the best sense), every sales organization 
and/or salesperson has a sales methodology, whether it is the remnants 
of one that had once been put in place, the norm people follow, or 
what a particular salesperson has figured out for him or her. 
An effective sales methodology is one that a sales organization has 
thought out clearly and provides to its sales force. The differences 
between a sales methodology that just exists because a company or 
most salespeople pretty much operate that way and a highly effective 
sales methodology boils down to six critical success factors. 
1. Documentation: Map out clear steps as a guide for salespeople 
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to follow/repeat.
Sales Productivity Tips From the Experts 
2. Best Practices: Embed it with what your top performers 
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consistently do. 
3. Training: Prepare your sales force to ensure they have the 
knowledge and skills needed to carry out the steps. 
4. Tools: Give salespeople and sales managers tools, such as easy 
to use CRMs, planners, access to research … to make them more 
productive. 
5. Execution: Follow it and coach to it. 
6. Assessment: Ongoing feedback, tweaking, and refinement. 
The goal of having a sales methodology is to win more deals and to 
win them more quickly. 
The initial question was do you have a sales methodology. The second 
question is if not, should you have one? 
Take the time to map out the steps it takes to identify and convert a lead 
into a customer. Make it a collaborative process your with marketing 
team and your top performers. It is more than worth the effort. Ten 
percent of your reps will do fine without a clear sales methodology. 
But 80% will do better with one. 
“Follow A Sales Methodology” by @RichardsonSales | 
Download free eBook here: http://ow.ly/tVtxT 
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82 
22 Live in your CRM 
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About Dave Kurlan 
Dave Kurlan is a top-rated speaker, best-selling 
author, and sales development expert. He 
was a finalist for the Top Sales & Marketing 
Thought Leader of 2011. His company, Objective 
Management Group, won the award for Top 
Sales Assessment Tool from 2011 - 2013 and 
his Blog, Understanding the Sales Force, earned 
Top Sales & Marketing Blog from 2011 - 2013. He 
is also the CEO of Kurlan & Associates, a global 
sales consulting and training firm. 
Brought you by www.wittyparrot.com 
by Dave Kurlan
Sales Productivity Tips From the Experts 
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Live in your CRM 
by Dave Kurlan 
Most salespeople dislike their CRM application. 
Get over it. 
Regardless of which app, how many features, and how much data 
entry it requires, not using it is not an option. 
Not only that, using it sparingly is not an option either. 
Rather than living in your email, using your calendar and task list as 
tools, and visiting your CRM app as infrequently as you can manage, 
try reversing your priorities. 
Live in your CRM application. 
That is the one place you must start each day. 
That is the only application that can show you at a glance, which 
opportunities need your attention, which require follow-up, which 
need to be moved along, which stage of the pipeline needs to be filled,
Sales Productivity Tips From the Experts 
whether you have enough opportunities in the pipeline to hit your 
numbers, how you are trending, where you are dropping the ball, and 
what you need to do today. 
Then, in order to support your pipeline building and development 
activities, you can use email as a tool, the phone as a tool. 
Your calendar and task list are tools to support life in CRM as well. 
I’m willing to bet that if you start each day in your CRM app, update 
everything in real time, take it seriously, and use your other tools 
to support life in CRM, that your pipeline will increase in size, value, 
conversions, win-rates, and sold. 
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Are you willing to take me up on this bet? 
Let me know. Drop me an email and let me know how you made out. 
“Live in Your CRM” by Dave of @KurlanAssoc | 
Download free eBook here: http://ow.ly/tVtxT 
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85 
23 Kill Your Collateral 
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About Corey Sommers 
Corey heads the Business Development team at 
WittyParrot as the VP - Business Development. 
Corey leads the channel and partner strategy 
and brings more than 25 years experience 
in sales and channel enablement leadership 
positions, competitive intelligence and as an 
entrepreneur. 
Corey is the co-founder of WhiteboardSelling, 
a visual storytelling company and trained over 
50,000 sales professionals globally before being 
acquired by Corporate Visions in 2012. He holds 
a BA from the University of California, Berkeley. 
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by Corey Sommers
Sales Productivity Tips From the Experts 
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Kill Your Collateral 
by Corey Sommers 
Why? 
Collateral is a relic from the pre-Internet era. It was printed on glossies 
at anything from 2-10 pages. 
• It’s not easily consumable on tablets and mobile phones where 
most email gets read. 
• It’s written in product management jargon and “ground-breaking” 
gobbledygook. 
• It’s not laser-focused on the customer’s critical business issues 
and requirements. 
• It’s typically product-centric and uses a “kitchen-sink” feature 
and benefits approach so buyers don’t miss anything. 
Brochures cannot sell. 
Sending them is a waste of time and will not help salespeople engage 
in conversations. 
Sales Portal Bloat 
What’s worse, these marketing “assets” get stuffed into bloated
Sales Productivity Tips From the Experts 
corporate and sales portals where they become stale the moment they 
are published. Forcing salespeople to waste valuable time accessing 
it. 
Salespeople and channel partners use keyword searches to try to find 
the right information for their customers, and get back a list of 20 
documents, which they then have to download and wade through to 
find what they need, cut -paste and then repurpose. 
A better way is to boil down these overblown fluff pieces to their essence 
– hard-hitting “knowledge nuggets” or information components – that 
get right to the point, and that are targeted directly at customer needs 
and pain points? 
Re-purpose and Reuse Information Components to improve 
sales productivity. 
Information components can be repurposed in any number of sales 
information products; from outbound solicitations, to follow-up letters 
to respond quickly to sales inquiries, proposal responses to RFIs and 
RFPs. 
Salespeople and channel partners no longer need to negotiate the 
network and wade through portals and other repositories that contain 
monolithic documents that they then need to cut and paste from. 
What if salespeople could keyword search for product, solution, value 
messaging or buyer persona information components and cherry pick 
content they need in the exact context of the buyer’s interest and then 
simply drag-and-drop from their desktop into any application to use 
it? 
What if that content was succinctly structured so it could be consumed 
on any device? 
And what if Marketing could actually measure every time who used 
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Sales Productivity Tips From the Experts 
one of these knowledge nuggets, and in which situations so they could 
present the most effective content based on actual usage. 
They could then understand customer business requirement trends 
and market intelligence in a way that is impossible today by tracking a 
simple document download from some sales portal. 
Bottom line 
Componentized sales-ready information that is available at the 
salesperson’s finger-tips enables responsive engagement and 
eliminates the lost time salespeople spend searching for and 
modifying documents. 
An extra hour a day of selling time will improve sales productivity more 
effectively than almost any other sales enablement initiative. 
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“Kill Your Collateral” by @WhiteboardSell | 
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89 
24 Harness the Power of 
Curation to Sell More by 
Rajesh Setty 
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About Rajesh Setty 
Rajesh Setty is a serial entrepreneur and business 
alchemist based in Silicon Valley. Raj is one of 
the co-founders and serves as the President of 
WittyParrot. Raj has also written and published 14 
books with his first book published at the age of 
thirteen. You can follow him on his 
blog www.rajeshsetty.com/blog, 
on Facebook www.facebook.com/rajesh301 or 
on Twitter www.twitter.com/rajsetty 
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Sales Productivity Tips From the Experts 
Harness the Power of Curation to 
Sell More by Rajesh Setty 
The definition of curation is “The act of curating, of organizing and 
maintaining a collection of artworks or artifacts” 
Of course, the meaning has evolved and it is now an overloaded word. 
For the purpose of this article, think of curation as “the deliberate act of 
thoughtful filtering to extract and separate the signal from the noise.” 
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What has it got to do with selling? 
While directly it may not lead you to the next big deal tomorrow 
morning, indirectly it will help you build thought leadership and trust 
and hence your capacity to sell more. 
Let me explain. 
Let’s assume that you follow these steps religiously: 
1. Identify and record what matters most to the key people with whom 
you are building a relationship. These people could be your prospects,
Sales Productivity Tips From the Experts 
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clients, partners or influencers. 
2. When you consume content on any media or through your social 
network, stop when you find something valuable. Reflect and record 
the one or more insights with a link back to that resource. It could 
be an article, a podcast, a video. 
3. Think about all the people that will benefit from this articl e. One 
size does not fit all so don’t blast this out via a mini-email campaign 
of your own 
4. Write a personalized note to everyone you have identified wit hout 
expecting anything back. 
5. Repeat steps #2 to #5 at least on a weekly basis. 
As you can see this is not rocket science but most people don’t do it. 
Why? 
Because if it is simple to do, it is simple not to do it. 
Think about all the benefits (and the side benefits) of the above 
mentioned simple curation process assuming you do this in a 
disciplined fashion with a reasonably meaningful frequency, (in other 
words you are NOT doing this just once a year). 
Here are three of them: 
1. Personal Growth: 
This is probably the biggest indirect side effect of engaging in a 
thoughtful curation exercise. Unlike before where you could get away 
with quickly skimming through the content that comes your way, now 
you will spend a few more minutes to digest the essence of the article, 
reflect to see to whom and how it will benefit them and actually take 
the time to personally send the content with a relevant note. Every
Sales Productivity Tips From the Experts 
individual mail will be a gift to the recipient and the collective exercise 
is a gift of personal growth you give to yourself. 
2. Thought Leadership: 
Creating original content takes a LOT of time, energy and mindshare. 
You should do that when you can make that investment. In parallel, 
curation will give you a kick-start on building thought leadership on 
topics that matter most to your audience. 
As you are aware, the benefit of being a thought leader is that it 
immediately reduces the cost of getting attention and mindshare 
when you share something. Why? Because people know that they will 
get a good return for investing their precious time on what you share. 
3. Trust: 
This is a derivative of you demonstrating thoughtfulness (relevant 
and personalized content on topics that matter to your audience) and 
thought leadership over a long period of time. 
In summary, engaging in thoughtful curation helps you to accelerate 
your sales cycles while helping you become a better person. It’s a 
double-win. 
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“Harness the Power of Curation to Sell More” by @RajSetty 
| Download free eBook here: http://ow.ly/tVtxT 
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93 
25 It Is Difficult To Control 
External Events If You 
Do Not Have Control 
Internally by Jonathan Farrington 
cov-er 
About Jonathan Farrington 
Jonathan Farrington is a globally recognized 
business coach, mentor, author, keynote speaker 
and sales thought leader. He is the Senior Partner 
of Jonathan Farrington & Associates, and CEO of 
Top Sales World, based in London & Paris. Jonathan 
is also the co-editor of Top Sales Magazine and The 
Sales Thought Leaders Blog 
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Sales Productivity Tips From the Experts 
It Is Difficult To Control External 
Events If You Do Not Have Control 
Internally by Jonathan Farrington 
Even companies that enjoy the luxury of clearly superior products 
realize that those products will not sell themselves. As a minimum, 
companies need a sales force comprised of skilled professionals who 
understand the application of the product range, have an in-depth 
knowledge of their customer base, market sector and of course the 
competition But even all these elements together are not sufficient 
to ensure optimum performance levels and profitable sales. We must 
have a sales process. 
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So What Is A Sales Process? 
Put quite simply, it is a set of procedures, which determine how a 
company wishes its sales team to operate - “The way we do things 
around here”
Sales Productivity Tips From the Experts 
The most successful organizations have implemented a process and 
an all-encompassing framework for defining performance standards. 
This involves assessing, appraising, developing, reviewing, providing 
continual feedback on performance, as well as implementing efficient 
and relevant process tools. 
From the Sales Director’s/VP Sales perspective, developing a consultative 
sales process means developing a comprehensive, formal, realistic, 
and step-by-step outline of what salespeople are expected to do. This 
is just as appropriate for internal and totally reactive sales teams as 
it is for external pro-active ones. This outline includes the activity and 
calls they must make, the relationships they should establish with 
prospects, the documentation they should use in sales calls, the issues 
they must discuss and resolve with prospects and the tangible goals 
they must achieve in sequence along the path to each sale in order to 
achieve maximum effectiveness. 
It’s only when such an outline is in place that sales management can 
be in a position to: 
Monitor the sales force’s activity, progress and results, 
Assess issues as they arise and take appropriate action, 
Redirect individual sales representative’s efforts efficiently. 
Although many organizations appreciate the importance of being 
customer-focused and talk in vague terms about their “consultative 
sales process” surprisingly few sales leaders invest the time and 
energy required to develop a formal sales process - a sales process 
that is at once detailed and resilient enough to guide their salespeople 
and permit effective management of their efforts. 
Overcoming Implementation Inertia 
Even when a consultative sales process has been developed, 
understood by sales managers, written down and circulated, it’s often 
not enough. 
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Sales Productivity Tips From the Experts 
No matter how brilliant, a sales process will only be effective to the 
extent it is followed and used by front-line sales staff. And this is where 
most organizations fall down: overcoming inertia among managers 
and salespeople alike and implementing the process. 
The hurdles that must be cleared in order to get people throughout 
the organization to actually implement it are enough to cause Sales 
Directors to tear their hair out. But a select few, of the very best, have 
found some innovative strategies that have enabled them to achieve 
the Holy Grail: “Sustained sales growth achieved efficiently, reliably 
and by design.” 
Can there be a downside to sales process? Yes, if it restricts, and if it 
suffocates creativity, and if it removes individual identities. 
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“It Is Difficult To Control External Events If You Do Not Have 
Control Internally” by @TopSalesWorld| 
Download free eBook here: http://ow.ly/tVtxT 
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Previously Published eBooks: 
Building Highly Responsive Teams eBook 
Being Responsive is not a LUXURY anymore, it is REQUIRED 
if you want to survive and thrive. Learn how WittyParrot in 
combination with inbound marketing methods facilitates the 
building of a responsive sales force. 
WittyParrot is a new technology platform that can be applied 
to achieve five of the top seven sales initiatives for 2013 
combined. It saves sales, marketing and channel sales reps 
time and improves effectiveness of the sales enablement 
process. 
To learn more about why responsiveness matters and how 
WittyParrot can help in Building Highly Responsive Teams; 
download this free eBook today. 
Sales and Marketing Messaging Alignment with 
WittyParrot eBook 
Being responsive is definitely a MUST, but equally important 
is to maintain consistency and control over your interactions. 
Speed combined with consistency can be the differentiating 
factor. WittyParrot is a disruptive content distribution platform 
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Sales Productivity Tips From the Experts 
with a potential to change the way marketing and sales people 
work, manage information and interact with client. 
If you are interested in learning more about Sales and 
Marketing Messaging Alignment using WittyParrot 
methodology, download this free eBook right away. 
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Sales Productivity Tips From the Experts 
Why WittyParrot? 
Let’s see. 
You want your sales team to be responsive. 
You want them to be consistent. 
You want them to provide your customers and prospects the 
RIGHT information RIGHT NOW. 
You want to know what’s hot or what’s not among your products 
and services based on the ongoing conversations 
You want your distributors and resellers to have the same 
information as your salespeople. 
You want changes to sales collateral and information to be current 
ALL THE TIME. 
WittyParrot gives you ALL THE ABOVE and more. 
Learn more at 
www.wittyparrot.com 
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Sales Productivity Tips From the Experts 
This eBook was brought to you by 
Mark Gibson | VP of Marketing at WittyParrot 
Rajesh Setty | Serial entrepreneur and co-founder of WittyParrot 
Girish Karachiwala | Vice President - Engineering at WittyParrot 
Subashini Iyer | Manager-Marketing cov-er 
& Sales at WittyParrot 
Amruta Shukla | Graphic Designer at WittyParrot 
Illustrations by @gapingvoid 
and 
All the wonderful CONTRIBUTORS who generously provided their 
tips. 
100 Brought you by www.wittyparrot.com

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Sales Productivity Tips from the Experts

  • 1. SALES IDEAS SALES PRODUCTIVITY TIPS FROM THE EXPERTS Edited by Mark Gibson and Rajesh Setty 2014 Edition
  • 2. Table of Contents Introduction by Mark Gibson and Rajesh Setty 05 Tips from the Experts : 1. Speak Truth to Power by Jeremy Epstein 07 2. Develop an Acute Ability to Listen by Ted Rubin 11 3. Leverage the Channel by Justin Pirie 15 4. Move on. Quickly! by Glenn Gow 18 5. The Sales and Marketing Conversation Should Never be About You by Bob Apollo 20 6. Increase Your Revenue by Shifting Your Sales- Energy Use by Nancy Nardin 23 7. If the Deal is Not Right, Make it Easy For Them to Say No by Peter Winick 27 8. Do You Visualize Sales Success? by Andy Paul 30 9. Newsjacking Leads Buyers Directly Into Your Sales Process by David Meerman Scott 34 10. Maximize ROI From Your Meetings by Lori Harmon 37 11. Social Selling <-> Thought Leadership <-> Micro Marketing by Mitchell Levy 40 12. How the Options Strategy Can Grow Profits by Mark Faust 44 13. Two Confessions of a Closet Slug to Help You Sell Better by Jill Konrath 47 14. Show Up Powerfully by Mark Roberge 51 15. The New ABC: Always be Caring by Paul D’Souza 54
  • 3. Table of Contents Tips from the Experts : 16. Leverage the “Next Step” Strategy by Paul Kirch 58 17. Don’t Turn Hunters Into Beaters by Dan McDade 61 cov-er 18. It’s Not How You Sell, It’s How Your Prospects Buy by Mark Gibson 64 19. Content Reuse can Accelerate Sales Cycles by Anil Jwalanna 70 20. How to End a Sales Slump by Telling Stories by Mike Bosworth 75 21. Follow a Sales Methodology by Linda Richardson 79 22. Live in Your CRM by Dave Kurlan 82 23. Kill Your Collateral by Corey Sommers 85 24. Harness the Power of Curation to Sell More by Rajesh Setty 89 25. It Is Difficult To Control External Events If You Do Not Have Control Internally by Jonathan Farrington 93 Previously Published eBooks 97 Why WittyParrot? 99 This eBook was brought to you by 100
  • 4. Sales Productivity Tips From the Experts 4 What is WittyParrot ? WittyParrot is a platform for creating reusable content components and delivering them via a drag and drop Widget or API to any device or application to improve productivity, message consistency and speed of response. cov-er Salespeople love WittyParrot because they can easily capture and reuse personal information, and share their own best solicitation emails and follow up letters with colleagues. Marketers and sales enablement professionals love WittyParrot as it lets salespeople instantly access the latest version of sales and marketing content and adapt it for their context, while preserving the value message. The WittyParrot Component Content Delivery Platform Brought you by www.wittyparrot.com
  • 5. Sales Productivity Tips From the Experts 5 Introduction When this project was first conceived, it took a while to pin down a theme for this eBook. cov-er Brought you by www.wittyparrot.com We were looking for that big idea. We needed something relevant and of immediate value to current readers but which will remain of value in the future. In other words, we needed evergreen subject matter consisting of unique insights from acknowledged experts. Sales Productivity was a clear winner as the theme. The entire journey from the day we hatched this concept has been memorable. As we started editing and packaging the book, we had to stop and reflect on the depth of insights that were contributed.
  • 6. Sales Productivity Tips From the Experts 6 Illustrations from @gapingvoid were a big bonus. We couldn’t wait to get it into your hands. We want to thank all the contributors to this eBook for the taking the time out of their busy lives to share their wisdom. We are both confident that you will enjoy the book and we welcome your comments. cov-er If you are interested in contributing to our next book or to our blog, you can contact us below. Mark Gibson | mark@wittyparrot.com and Rajesh Setty | raj@wittyparrot.com Cupertino, Feb 2014 Brought you by www.wittyparrot.com
  • 7. Sales Productivity Tips From the Experts 7 1 SPEAK TRUTH TO POWER cov-er About Jeremy Epstein Jeremy Epstein is the VP of Marketing at Sprinklr www.sprinklr.com, the leading provider of enterprise Social Relationship Infrastructure. Ranked #1 by Forrester Research, Altimeter, CEB, and Econsultancy, Sprinklr provides a complete solution comprised of 15 interconnected modules on a single architecture to help large organizations be social at scale. You can find him at www.twitter.com/jer979 www.linkedin.com/in/jer979 Brought you by www.wittyparrot.com by Jeremy Epstein
  • 8. Sales Productivity Tips From the Experts 8 SPEAK TRUTH TO POWER by Jeremy Epstein cov-er Whether you are selling a product or service, people want to buy from people they like and trust. One of the best ways to gain trust is to use it as a tool for relationship building. Buyers know they are being sold. Their antennae are acutely tuned to the fact that salespeople will try to flatter them, kiss up, and say whatever they think they need to say in order to “close the deal.” In reality, this puts a greater chasm between you and the prospect. A better approach is to listen attentively to what the prospect is saying and to find an area where you can DISAGREE with him or her. Brought you by www.wittyparrot.com Respectfully. Politely. Honestly. But by disagreeing, you are doing something DIFFERENT. And any sales or marketing professional worth his/her salt knows that differentiation is critical to winning. Taking this approach shows the prospect that you are atypical, that you are not a “Yes-Man/Woman” and that you are going to speak
  • 9. Sales Productivity Tips From the Experts your mind to try and help them solve their problems. Too often, people in power are surrounded by those who won’t confront them. Examples abound. Business failures (New Coke) or tragedy (Space Shuttle Challenger) can result. They appreciate and respect those who will “tell it like it is.” I’ve done this myself many times, but my favorite story comes from a CEO friend of mine who was talking to the President of a global brand. (I’ll protect the names, industries, and vendor category, but you’ll get the idea). The President had stated his opinion about a certain direction and my CEO friend listened carefully. Then, he took a deep breath, stared right into the eyes of the President and calmly said: “We have a thesis that, as it relates to (the solution we provide) …that everyone in your entire industry is fucked up.” Yes, he said it like that. Risky? Possibly. But it did get the attention of the President…who said, “ok, tell me why.” Which the CEO promptly did. At the end of the meeting, because he spoke truth to power, my CEO friend closed the deal. Not every meeting needs to be that dramatic, of course, but it makes the point well, I think, wouldn’t you agree? 9 cov-er Brought you by www.wittyparrot.com
  • 10. Sales Productivity Tips From the Experts So, next time you are in a meeting, do your traditional sales work. Listen, take notes, seek to understand…and, at the right moment, find a way to show that you are a free thinker and say so. It will help you win the deal. 10 “Speak Truth to Power” by @jer979 | cov-er Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 11. Sales Productivity Tips From the Experts 11 2 DEVELOP AN ACUTE ABILITY TO LISTEN by Ted Rubin cov-er About Ted Rubin Ted Rubin is a leading Social Marketing Strategist, Keynote Speaker, Brand Evangelist and Acting CMO of Brand Innovators and in March 2009 started publicly using and evangelizing the term ROR: Return on Relationship™. You can read more about him at www.tedrubin.com Brought you by www.wittyparrot.com
  • 12. Sales Productivity Tips From the Experts DEVELOP AN ACUTE ABILITY TO LISTEN by Ted Rubin What if your point of difference was an acute ability to listen? What would that look like? Yes, I recognize listening alone may not set you apart from the competition. From my experience, you may win more business using your ears and eyes than with any other marketing strategy. That’s because, with listening, you can understand your prospect, and that understanding will help you win new business. With all the sales training offered out there, the most often overlooked and simplest to execute is the “art of listening.” Listening carefully attracts more clients and closes more sales than talking constantly about anything to do with you or the service you offer. Unfortunately, the typical sales person always has something more to say and a difficult time shutting up. 12 cov-er Brought you by www.wittyparrot.com
  • 13. Sales Productivity Tips From the Experts The following can improve your listening skills: Listen with your eyes as well as your ears. Use your eyes and ears to show interest in your discussions with prospects. While listening carefully, your eyes can detect body language that can communicate information about what the person is saying and thinking. Don’t “overpower” prospects. You will meet prospects that you know you can win over with your intelligence, charisma, and confidence. If you treat these prospects with condescension because you know immediately they are within your grasp you will overpower and lose them. Don’t argue with prospects. If a prospect makes a statement that you strongly disagree with, do not get into an argument. Diplomatically and respectfully discuss your opinion. Your sincere respect for his or her point of view will build admiration and loyalty. Your purpose is to encourage your prospect to speak freely and opening… making you a friend and confidant. Never knock off the competition. Remember that your prospects might be good listeners too. If you speak negatively about others, prospects may be uncomfortable giving you information about themselves. Avoid attacking others to raise your status. This tactic only makes you look petty, lacking in confidence in your own skills, and will most certainly backfire. Listen more than you talk. A sales call should be a dialogue — with your prospect talking more than you. Listen to every requirement, objection, and make note of as much personal information as possible. The only time you should monopolize the discussion is when you’re sure you have what they are looking for… and even that discussion should involve questions and answers from the prospect. As you can see, listening does not simply mean keeping your mouth 13 cov-er Brought you by www.wittyparrot.com
  • 14. Sales Productivity Tips From the Experts shut. The true value in listening is what you learn, in addition to making your prospect feel like they are being “heard.” Listen, interpret, and display understanding. Concentrate on your prospect’s tone, inflection, body language, and breathing. With these clues, you’ll better understand the prospect, the needs, the wants, and how you can satisfy that need. 14 cov-er “Develop an Acute Ability to Listen” by @TedRubin | Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 15. Sales Productivity Tips From the Experts 15 3 Learn to Leverage the Channel by Justin Pirie cov-er About Justin Pirie SaaS and Cloud Product and Go-To-Market expert, scaling one of Europe’s largest SaaS companies in America. More at www.justinpirie.com Brought you by www.wittyparrot.com
  • 16. Sales Productivity Tips From the Experts Learn to Leverage the Channel by Justin Pirie If you’re selling into the Enterprise, remember that most enterprises prefer to buy though the established channels as they have prior relationships with them. For you, selling through the channel can however be a chicken and egg problem- which one comes first? Without customers, the channel isn’t interested, without channel, customers may not buy from you. 16 cov-er Brought you by www.wittyparrot.com But it doesn’t need to be that hard. You need to execute two broad strategies to make your channel strategy successful: #1: Every time you secure a direct deal and it’s looking like it could close- ask the customer who they like to buy from. Then approach the channel partner and offer them margin for putting it on their paper. They’ve just earned money for doing (almost) nothing. We call this channel “pull”, where the channel is pulled into deals. Now you can
  • 17. Sales Productivity Tips From the Experts follow that deal up looking for other deals in their accounts. #2: When you get a partner interested in joining your partner program, treat them as if they’re part of your actual team rather than a separate organisation. What are their goals? New business? Upsell? Cloud? Services? Align your plans with what they’re looking to do, then do the work for them. We’ll assign resources to channel partners to drive their business, which drives ours. Ultimately, sales relationships are built on the dollars and cents transacted between vendors and partners. New vendors looking to gain the attention of the channel need to put that front of mind when engaging partners. They’re not going to do any heavy lifting until you’ve cemented that relationship in revenue. Until then, it’s up to the vendor to do it. 17 cov-er “Learn to Leverage the Channel” by @justinpirie | Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 18. Sales Productivity Tips From the Experts 18 4 Move On. Quickly! cov-er About Glenn Gow Glenn Gow is founder and CEO of Crimson Marketing, an expert in marketing strategy for technology companies and author of the book “Revenue and the CMO”. More about Crimson Marketing at www.crimsonmarketing.com Brought you by www.wittyparrot.com by Glenn Gow
  • 19. Sales Productivity Tips From the Experts 19 cov-er Brought you by www.wittyparrot.com Move On. Quickly! by Glenn Gow As a sales professional, your greatest asset is your time. The most important thing you can do is ensure you are spending time with the people who represent the greatest lifetime value for your business. Another way to look at this is to spend as little time as possible with anyone who represents a low lifetime value for your business. You may be tempted to spend time talking with low value individuals in the “hope” they can be valuable, or might become valuable. Or, even worse, you spend time with them because it feels productive. The more experienced you become, the faster you will realize that it’s a flawed strategy. The most important thing a sales professional can do is “Move On – Quickly!” (politely and professionally) when you find yourself spending time with the wrong person. This is the only way to guarantee you will spend your precious time with the right people. “Move On. Quickly!” by @CrimsonCEO | Download free eBook here: http://ow.ly/tVtxT Tweet This
  • 20. Sales Productivity Tips From the Experts 20 5 The Sales and Marketing Conversation Should Never be About You by Bob Apollo cov-er About Bob Apollo Bob is CEO of UK-based Inflexion-Point Strategy Partners. He works with B2B-focused businesses, helping them to systematically transform their sales and marketing performance. More at: http://www.inflexion-point.com Brought you by www.wittyparrot.com
  • 21. Sales Productivity Tips From the Experts The Sales and Marketing Conversation Should Never be About You by Bob Apollo It’s been said often enough, but it’s worth repeating: your prospects (if they have any sense) are NOT interested in what you do. They are, however, interested in what you could help them achieve, and they are even more interested in what you have already helped other organisations like theirs to achieve. They don’t want to hear that what you do is faster, cheaper or better than your competitors, because they expect all suppliers to say that, and they expect them all to lie (usually with good justification). That sort of messaging goes in one ear and out of the other without stopping in between. In addition to what you have achieved for other organisations like their own, they want to understand what sets you apart. They want to understand how your approach is distinctively different, because that’s the sort of information that might make them sit up, pay attention, and remember what you’ve just said. 21 cov-er Brought you by www.wittyparrot.com
  • 22. Sales Productivity Tips From the Experts They want to be educated. They want to learn from the experiences of others. They want you to give them the full picture, warts and all, and not sweet-talk them with impossible to deliver promises or claims. They want you to tell them how it is. They want you to help them navigate the obstacles that might stand in their way. And once you have won their trust, they want (and need) you to help them sell the need for the change and the benefits of your approach to their colleagues across the organisation. They want you believe that you will be a reliable partner before they decide to do business with you. But if you insist - as so many other organisations do - on basing your marketing messages and your sales conversations about what you do, your failure should come as no surprise. 22 cov-er “The Sales and Marketing Conversation Should Never be About You” by @bobapollo | Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 23. Sales Productivity Tips From the Experts 23 6 Conduct a Sales Energy Audit: Increase Revenue by Shifting Your Sales- Energy Use. by Nancy Nardin cov-er About Nancy Nardin Top Sales Productivity and Tools Expert: Top 50 Retweeted Vendors by B2B Marketers, Named Top 25 Sales Bloggers (HubSpot), Named Top 25 Sales Industry Influencers 2013 (OpenViewLabs and InsideView) Named 20 Women to Watch in Sales Lead Management 2012 & 2013 (SLMA). More at www.smartsellingtools.com Brought you by www.wittyparrot.com
  • 24. Sales Productivity Tips From the Experts Conduct a Sales Energy Audit: Increase Revenue by Shifting Your Sales-Energy Use.by Nancy Nardin Twenty years ago, the connection between energy efficiency and environmental benefits was poorly understood by the general population. Today, nearly everyone agrees that it’s important to save energy. Business owners and corporations are stepping up their efforts as well, recognizing that saving energy adds to the bottom line. And that last sentence is a bit of an under-statement. But there is another way that businesses can benefit by improving its use of energy. In this case, I’m referring to its use of Sales Energy. Each salesperson in your team has a limited amount of sales energy (or sales capacity) to use throughout the year. Tallying up the sales capacity for your team or entire organization will give you your over-all sales capacity. As a rule-of-thumb, we estimate there are 215 selling days totaling 1720 hours per rep. Here is the important take-away: You maximize revenue when you optimize the use of that limited capacity. Auditing how your sales representatives use sales capacity is not much different from 24 cov-er Brought you by www.wittyparrot.com
  • 25. Sales Productivity Tips From the Experts conducting an energy audit in your home. Home energy auditors take a look at a number of factors such as the orientation of your home to the sun and the type of windows and insulation. They can estimate the energy wastes and tell you what to do to conserve and lower your energy bill. To make sure you’re getting optimal use of Sales Energy, you’ll want to conduct a Sales Energy Audit. The end-goal is to reduce the energy waste (sales capacity spent on non-selling tasks) and increase the output of your use of energy (revenue). The first step in a Sales Energy Audit is to assess the amount—and use of—energy used during each stage in the sales cycle and for administrative/operational tasks. The easiest method is for you as the Sales Manager to make your best guess at the total number of hours, or the percentage of time, spent talking with prospects and the total spent on everything else. A more comprehensive audit would include interviewing reps. If you were to ask them, you’d likely find that salespeople will report-back a far different estimate. It can get complicated. That’s why, as with home energy audits, it’s useful to have an outside company like Smart Selling Tools perform the evaluation. Research has shown that on average 35% of a Sales Rep’s time is spent selling, remanding the bulk of their time—65%—to other activities. Where it gets interesting is when you calculate the potential increase in revenue made possible by a slight shift in those percentages. According to our Sales Efficiency Principle, a small shift of time-use results in a significantly higher percentage gain in revenue. 25 cov-er Brought you by www.wittyparrot.com
  • 26. Sales Productivity Tips From the Experts The challenge for sales organizations is to realize that sales capacity is limited. There are a finite number of days and hours in a sales year. A close examination of sales capacity utilization will tell you whether you’re getting the highest amount of output possible from your use of sales energy. 26 “Increase Your Revenue by Shifting Your Sales-Energy Use” by @sellingtools | cov-er Download free eBook here: Brought you by www.wittyparrot.com http://ow.ly/tVtxT Tweet This
  • 27. Sales Productivity Tips From the Experts 27 7 If the Deal is Not Right, Make it Easy for Them to Say No. by Peter Winick cov-er About Peter Winick Peter enables thought leaders, authors and gurus to monetize their content through books, keynote speaking, the creation of training services and products and consulting and assessment tools. More at www.thoughtleadershipleverage.com Brought you by www.wittyparrot.com
  • 28. Sales Productivity Tips From the Experts If the Deal is Not Right, Make it Easy for Them to Say No. by Peter Winick Sales, especially B2B complex sales involve the buy-in of many parties and the investment of a significant amount of time, resources and energy from both the buyer and the seller. You want to get to “Yes” (assuming the deal is a solid deal for all parties) but the reality is that a “No” happens. In fact, it probably happens to most salespeople more than a “Yes” happens. If a “No” is going to happen your preference should be to have it happen sooner, rather than later. Value your time and resources and manage your pipeline like you would a portfolio. Weed out the non-performers (the no’s) and focus your attention on those that have the highest possibility of being a Yes. If you are like most salespeople, you keep deals on life support far longer than you should. When a prospect is dragging their feet, when they keep asking you to circle back in two months, when they become unresponsive, when you know from experience it isn’t going to happen than you need to have “the talk” with them. 28 cov-er Brought you by www.wittyparrot.com
  • 29. Sales Productivity Tips From the Experts Many prospects don’t like to say No, it makes them uncomfortable and they make actually like you but know they won’t be doing business with you but string you along for months on end. When I have accounts that are not moving anywhere or are moving at a glacial speed I try to give them permission to “end our relationship” or “just be friends”. I might let them know that we’ve been discussing issue X for Y months and that we’ve spent a lot of man hours and invested a lot in the process but it doesn’t appear that the timing is right or the solution is a fit. Would it be ok if I stopped following up? Often just framing it in a way that makes it less uncomfortable for them to be frank is in everyone’s best interest. Give it a shot-- a no is better sooner than it is later. 29 cov-er “If the Deal is Not Right, Make it Easy for Them to Say No” by @PeterWinick |Download free eBook here: Brought you by www.wittyparrot.com http://ow.ly/tVtxT Tweet This
  • 30. Sales Productivity Tips From the Experts 30 8 Do You Visualize Sales Success? by Andy Paul cov-er About Andy Paul Andy Paul is author of the award-winning book, Zero-Time Selling: 10 Essential Steps to Accelerate Every Company’s Sales. A sought-after speaker and business coach, Andy conducts training, coaches and consults with CEOs and sales teams to teach them practical selling strategies that use responsiveness, speed and simple sales processes to increase sales. More at www.zerotimeselling.com Brought you by www.wittyparrot.com
  • 31. Sales Productivity Tips From the Experts Do You Visualize Sales Success? by Andy Paul Do you dream about being successful in sales? Or do you visualize your sales success? Do you dream about winning the order? Or, do you visualize the actual steps you will take to help your prospect make the winning purchase decision? You only have only a limited number of opportunities to interact in meaningful way with each prospect during their buying cycle. As I write in my book, Zero-Time Selling, the era of the ad hoc sales call is finished. Your prospects don’t have the time to waste on unproductive sales calls with sellers that do not provide them anything of value, that do not help them move closer to making a decision. This means that when you have the opportunity to engage with a prospect you should leave nothing to chance. You have to be prepared. One crucial step of preparation for each sales call is to use a simple visualization technique. For each upcoming sales call with your 31 cov-er Brought you by www.wittyparrot.com
  • 32. Sales Productivity Tips From the Experts prospects, whether it is in-person, online or on the phone, do you mentally establish a goal and a desired outcome for that interaction? And then, do you mentally walk through the steps you need to accomplish to achieve that outcome? This is a necessary discipline that salespeople need to practice and sales managers have to coach their direct reports to use. There are three easy steps for visualization that you can exercise to improve your sales results. 1. Establish a Desired Outcome for Each Sales Call What is the outcome that you envision for the sales call? (This could be a phone call, video chat, in-person). The outcome needs to be defined in terms of an action your prospect will take to move one step closer to making a decision. 2. Mentally Practice the Steps You Will Take During the Call What is the process you will follow, what are the series of steps you will take, that will result in the outcome you desire? Identify and practice the specific questions you will ask the prospect. 3. Anticipate the Prospect’s Answers and Follow-on Questions You have to mentally visualize the “if-thens” that could occur during the sales call. What this means is that if the prospect asks question A; then what will be your response? If the customer asks Question B, then how will you respond? You need to know how you are going to answer those questions before you speak with the prospect. Create a list of these questions and visualize how you will answer them. If you want to be extra-prepared use a colleague or a manager to help you role-play and rehearse important sales calls. You can’t anticipate with 100% accuracy every question the prospect may ask, but you can prepare. 32 cov-er Brought you by www.wittyparrot.com
  • 33. Sales Productivity Tips From the Experts Remember that an important sales call is the time for preparation, not improvisation. 33 “Do You Visualize Sales Success?” by @ZeroTimeSelling” |Download free eBook here: http://ow.ly/tVtxT cov-er Brought you by www.wittyparrot.com Tweet This
  • 34. Sales Productivity Tips From the Experts 34 9 Newsjacking Leads Buyers Directly Into Your Sales Process by David Meerman Scott cov-er About David Meerman Scott David Meerman Scott is a Marketing & Sales Strategist, keynote speaker, and bestselling author of 9 books including “The New Rules of Marketing & PR” and “Newsjacking”. More at www.webinknow.com Brought you by www.wittyparrot.com
  • 35. Sales Productivity Tips From the Experts Newsjacking Leads Buyers Directly Into Your Sales Process by David Meerman Scott The idea of newsjacking is quite simple: it is the art and science of injecting your ideas into breaking news, in real-time, in order to generate media coverage and social attention for yourself or your business. Thousands of people have used the technique to get their take into news stories like when marketers at Oreo Tweeted an image with the line “You can still dunk in the dark” during the 2013 Super Bowl blackout. That one tweet generated attention from millions. Today’s online tools can notify you instantly when something is said about your industry or marketplace. By monitoring keywords and phrases on the web and Twitter, you will instantly see the stories that you might be able to contribute to. Many companies now use newsjacking not just as a PR technique but also as a tool to generate sales leads and drive new business. It works even in highly regulated industries like healthcare and finance. 35 cov-er Brought you by www.wittyparrot.com
  • 36. Sales Productivity Tips From the Experts For example, consider what Jeremy Harrison of MultiCare Health System, an integrated health organization made up of hospitals, primary care and urgent care clinics, multi-specialty centers, Hospice, Home Health, and other services, located in Washington state did. Jeremy says that they sprung to action, publishing real-time content to become a part of a conversation happening online after an emotional episode of Downton Abbey dealing with eclampsia. Jeremy and his team wrote a blog post right away and shared it on Facebook and Twitter. The post “Doctor Q&A: ‘Downton Abbey’ Highlights Dangers Of Eclampsia” that was available the day after the episode aired in January 2013 right when people were discussing eclampsia. Within the blog post were links where interested people could learn more or book an appointment with a physician. The team shared on Facebook and on their @MultiCareHealth with this tweet: “Wondering about #eclampsia after last night’s Downton Abbey? We’ve got answers here. The blog post quickly generated well over 1,000 pageviews, with people spending an average of five minutes on the page. Jeremy can directly trace about 30 clicks through to the MultiCare Find a Physician page in their Women’s & Children’s careline, with some of those people booking appointments. Newsjacking helped drive people into MultiCare’s buying process. Being a part of the conversations around breaking news stories can drive sales for your business too. 36 cov-er “Newsjacking Leads Buyers Directly Into Your Sales Process” by @dmscott | Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 37. Sales Productivity Tips From the Experts 37 10 Maximize ROI From Your Meetings by Lori Harmon cov-er About Lori Harmon Lori Harmon is a veteran high-tech executive with more than 25 years of strategic and operational experience in all major functional areas including, sales, support, and marketing for some of Silicon Valley’s leading companies. Lori is the CEO and Founder of Quantum Sale helping companies maximize revenue through optimizing their Sales and Sales Operations organizations. Brought you by www.wittyparrot.com
  • 38. Sales Productivity Tips From the Experts Maximize ROI From Your Meetings by Lori Harmon Did you know? Sixty-five percent of a typical sales rep’s time is spent on activities that do not generate new sales. With only 215 selling days in a year, Sales management has to be very conscious that they, the executive management team and other functional groups, do not create time wasters for their Sales team. The individual reps have to stick to the sales process and push back on unnecessary interruptions in order to manager their time. Meetings if not planned well, can be big time wasters. In a best practices environment, meetings should be limited to two hours per week and scheduled outside of the optimal calling hours. This means if there is an important company meeting one week; another regular meeting may have to be cancelled. It also requires meetings be run efficiently and on time. Whenever possible, represent your team at meetings with other functional groups. Often sales is invited to meetings that have no value to them, so these should be declined or pre-screened by management. 38 cov-er Brought you by www.wittyparrot.com
  • 39. Sales Productivity Tips From the Experts However, some meetings are unavoidable! To maximize the effectiveness of meetings for your team, a sales manager has to be an effective meeting planner, organizer and leader. Set an agenda with specific times for each topic and stick to it. If you are doing a by person forecast update and each rep has three minutes, stop them when they have used up their three minutes and have the rest of the conversation one-on-one so they are not taking time away from the other reps. Train and expect your reps to come to meetings prepared and able to efficiently explain key updates and points to their forecast. By avoiding these time pitfalls, your sales team will have more time to sell and will be able to maximize their sales. Think about it: What can you do to make the most of your meetings? 39 cov-er “Maximize ROI From Your Meetings” by @loriharmon | Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 40. Sales Productivity Tips From the Experts 40 11 Social Selling <==> Thought Leadership <==> Micro Marketing by Mitchell Levy cov-er About Mitchell Levy Mitchell Levy is the CEO and Thought Leader Architect at THiNKaha and co-host of Thought Leader Life. Read more and connect to him at About.me. Brought you by www.wittyparrot.com
  • 41. Sales Productivity Tips From the Experts Social Selling <==> Thought Leadership <==> Micro Marketing by Mitchell Levy Thought leadership is a heavily used term these days, but is it overused? Some may say so. You shouldn’t. For the sales professional, it represents the opportunity to change with the times. With the growing customer empowerment, 60-80% of the buying cycle is now transparent to the sales professional and the seller. Good for the customer, bad for the sales professional. How can you stay relevant in these changing times? 41 cov-er Brought you by www.wittyparrot.com Social selling. It’s no longer the task/privilege of the sales professional to educate
  • 42. Sales Productivity Tips From the Experts the buyer at the beginning of the sales cycle. It’s the sales professionals’ responsibility to be a trusted advisor. You need to be the expert on your product and its use in the vertical that you sell into (e.g. the thought leader). Aha #10 from my book #CREATING THOUGHT LEADERS (2013, THiNKaha) says “The thought leader you want to be is one who wants to share knowledge and help people be more successful.” The buyer needs to feel comfortable that you have their best interest at heart, that you will guide them to the right solution that fits their needs and that you’ll be around when they either need help or have problems using it. Aha #47 says that “Thought leaders are known; they are recognized. Rightly or wrongly, they are more trusted.” This is social selling. Two of its key advocates are Jill Rowley @jill_rowley from Oracle and Julio Viskovich @JulioVisko from Hootsuite. The change in the sales cycle they are advocating is to encourage all sales professionals to be thought leaders. From this sharing of thought leadership, sales professionals essentially become their own micro marketers. This doesn’t mean they have to come up with the thought leadership content to share. It’s sales responsibility to look to marketing to supply the thought leadership content they need. Marketing should be supplying content that sales can curate to make their own. Check out the THiNKaha App on iTunes to help with this sharing. 42 cov-er Brought you by www.wittyparrot.com
  • 43. Sales Productivity Tips From the Experts To stay relevant in this shift of the buying cycle, you must start deploying social selling (e.g. become a thought leader, a micro marketer). Who knows, you may even like it. Aha #140 “Being a thought leader is one of the most rewarding positions in life. Why not work to make it yours?” 43 “Social Selling <-> Thought Leadership <-> Micro Marketing” by @happyabout | Download free eBook here: cov-er Brought you by www.wittyparrot.com http://ow.ly/tVtxT Tweet This
  • 44. Sales Productivity Tips From the Experts 44 12 How the Options Strategy Can Grow Profits By Mark Faust cov-er About Mark Faust Mark is a growth advisor and professional speaker and founder of www.EchelonManagement.com. His bestselling book “Growth or Bust! Proven turnaround strategies to grow your business” is available at all retail Barnes and Noble stores. Sign up for Mark’s 1000 tweets towards growth at @MarkFaustSr Brought you by www.wittyparrot.com
  • 45. Sales Productivity Tips From the Experts How the Options Strategy Can Grow Profits By Mark Faust I have used this sales productivity strategy to literally save clients from bankruptcy and it has done more to increase sales productivity than any appointment setting ploy or time management tactic. It will improve your closing ratios, average customer share and overall profitability. The point is to give a set of options to say yes to. Customers can’t spend more with you if they aren’t aware of the value offered through your highest priced and best options. Because many are vexed by the question, “What should we charge?” “What is their investment threshold?” or worse, “Did we leave too much on the table?” an effective way to overcome those concerns, reduce haggling, unnecessary negotiations and close more deals is to offer a set of options rather than just a yes / no decision. Buyers can negotiate with themselves as to how deeply they want to engage your services or invest in your products by choosing just one, all or a combination of your options. 45 cov-er Brought you by www.wittyparrot.com
  • 46. Sales Productivity Tips From the Experts 46 cov-er Brought you by www.wittyparrot.com Some call it “giving a choice of yeses.” Give your team the tools to offer flexibility in options without implying to customers that there is flexibility in price. Negotiate value/options, rather than negotiating away your profits by cutting your price. If your team is concerned about going over your customers’ budget, show them how they can reduce the amount of services/product/value you will deliver, keep price integrity and yet still secure a profitable engagement. Big Sales Increases Can Come from Little Tweaks Imagine a company that is struggling for survival, and your sales team has a current closing ratio of 25% and with ideas like the above you can increase it to 35%. Now imagine with the tactic of asking for more, by offering bigger options, you are able to increase the average size of orders by 25%. The synergy of these two leverage points may very well enable you to increase sales by 50% to 80% and profit margins by a few significant points as well. Most every company can create a “gold, silver and bronze” version of their offerings. Whether gold is adding guarantees and added service offerings or simply longer term engagements, gold offerings will deliver more value to the right customers as well as improved profits for your bottom line. Investing time on a regular basis to innovate how you package your offerings will often be as profitable as R&D and at much less the costs. Give your customers a choice of yeses, and watch “no’s” decrease and profits increase. “How the Options Strategy Can Grow Profits” by @MarkFaustSr | Download free eBook here http://ow.ly/tVtxT Tweet This
  • 47. Sales Productivity Tips From the Experts 47 13 Two Confessions of a Closet Slug to Help You Sell More by Jill Konrath cov-er About Jill Konrath Jill Konrath’s career is defined by her relentless search for fresh sales strategies that actually work in today’s business environment. She’s the author of two bestselling sales books and is a popular speaker who helps sellers crack into new accounts, speed up sales cycles and win more business. You can learn more about her at http://www.jillkonrath.com/ Brought you by www.wittyparrot.com
  • 48. Sales Productivity Tips From the Experts Two Confessions of a Closet Slug to Help You Sell More by Jill Konrath How will I get it all done? There’s more here to do than is humanly possible. All this email is killing me. That’s what’s going through my mind right now. I’ve been at my desk since 7:30 this morning. I ate lunch in my office because there was no time to go out. I was on the computer or on conference calls for hours. Yet, at the end of the day, I’ve barely made a dent in my To Do list. Is it any wonder that I’m feeling overwhelmed? But here’s the truth. I like telling people I’m crazy-busy. It makes me sound important. Necessary. In demand. And, even worse. I use my time poorly. I make bad choices all day long that contribute to this predicament I’m in. Just this morning, a 48 cov-er Brought you by www.wittyparrot.com
  • 49. Sales Productivity Tips From the Experts hyperlink in newsletter article resulted in me squandering a half hour on interesting but low priority work. I let this happen too often. I know better. On days when I identify my key priorities upfront, barricade myself from interruptions and don’t check email all the time, I get a tremendous amount done. Plus, I have lots of time to do fun things. In reality though, I default far too often to this slothful behavior. I know I’m not alone in this area. But, it does have its upside … How I Learned to Compensate for Being a Slug Because efficiency is not my strength, I developed other strategies to be successful. You see, being productive isn’t just about being a disciplined taskmaster. It also is about being highly effective. Here are two strategies I leveraged to achieve sales success. 1. Precision Prospecting Working with companies that have urgent and compelling needs leads to shorter sales cycles and less competition. When I stumbled across the concept of “trigger events” over 20 years ago, I was ecstatic. What are trigger events? They’re happenings either in a company, industry or general business climate that create opportunities for someone to use your products or services. Examples might be a new VP of Sales, stagnant 1st quarter earnings, a new strategic direction, new legislation, increased gas prices or multiple visits to your website. When I first started using this strategy, I leveraged the local business press to identify those opportunities. It’s still a good resource. But today you can Google Alerts as well as services offered by technology companies. 49 cov-er Brought you by www.wittyparrot.com
  • 50. Sales Productivity Tips From the Experts Using these “alert services” is the best way I know to get good business – quickly. 2. Quality Connections To me, every contact with a prospective customer is invaluable. I’m talking about every email, voicemail, phone call, online meeting or presentation. I know the key concerns of my primary decision makers. I invest time doing research on the company or industry. I spend time planning, to ensure that ruthless relevance in my messages. I try to quickly demonstrate my knowledge so they know I’m a credible resource. I write down the questions I want to ask. And, I know the logical next step that I’ll suggest at the end of a conversation. What is the impact? Fewer phone calls or emails. Fewer prospects. But more sales and bigger sales. The Big Challenge But it all comes down to this. For maximum impact, we need to be both efficient and effective. And, most of all, to lead the kind of life you really want to live – meaning having time for all the things you want to do – it’s important to gain control of how you spend your time. 50 cov-er Brought you by www.wittyparrot.com What are you doing to make that happen? “Two Confessions of a Closet Slug to Help You Sell Better” by @jillkonrath | Download free eBook here: http://ow.ly/tVtxT Tweet This
  • 51. Sales Productivity Tips From the Experts 51 14 Show Up Powerfully cov-er About Mark Roberge Mark is Chief Revenue Officer of the HubSpot Inbound Sales Division. Prior to this role, Mark served as HubSpot’s SVP of Worldwide Sales and Services from 2007 to 2013, during which time he increased revenue over 6,000% and expanded the team from 1 to 450 employees. You can learn more about HubSpot at www.hubspot.com Brought you by www.wittyparrot.com by Mark Roberge
  • 52. Sales Productivity Tips From the Experts 52 cov-er Brought you by www.wittyparrot.com Show Up Powerfully by Mark Roberge 1. Be a Digital Thought Leader to Your Prospects Imagine this. Prospects are willing to rearrange their schedule to hear you speak. Better yet, the topic of the discussion is the value proposition that your company brings to the market. That can happen! Make a goal for 2014 to become a respected thought leader to your prospects on the topics they care about and the problems you solve. Here is how to do it. Take two hours per week that you would have spent prospecting and re-invest the time in digital networking. Follow the current thought leaders in your space on Twitter. Retweet, their stuff. They will likely follow you. They will likely Retweet, your stuff. Follow their blogs. Comment on their blogs. They will comment back. Ask them if they will guest post on your blog. Offer to interview them. Offer to submit a guest post for their blog. Prospects follow these thought leaders
  • 53. Sales Productivity Tips From the Experts today. Now they will start following you and, in turn, asking for your advice. Follow this process for two months and then reflect whether those two hours per week would have been better spent prospecting. You will be amazed on how game changing that time becomes. I am not saying stop prospecting. I am just suggesting that sales people re-think prospects start their buying journey with an online search. 2. Use Technology to Listen to the Market Your last sales call just ended. You have 20 minutes before your next appointment. Time for some prospecting. Who do you call? As an industry, we have done a poor job of addressing this question. Sales people often bring up their prospecting list and sort by Last Touch or even worse, alphabetically. A better answer would be the last person that opened a prospecting email or visited your website or connected with your CEO on social media. The number of online buying signals from our prospects is increasing every day but we are not listening. There is an explosion of tools built for the sales person that help save time and increase productivity. I believe there is a big opportunity for sales people to adopt these tools in 2014 and make more money in less time.” 53 the way they invest their time in an era when more and more cov-er “Show Up Powerfully” by @markroberge | Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 54. Sales Productivity Tips From the Experts 54 15 The New ABC of Sales … Always Be Caring ! by Paul D’Souza cov-er About Paul D’Souza Paul D’Souza is the Author of the sales book “The Market Has Changed... Have You?” Paul is also a Speaker on the primary subject of accessing one’s creative genius while engaged in the business of life and living. Paul serves as the Vice President of Sales at Top Gun Sales Performance in Cincinnati, OH. You can learn more at www.topgunhq.com Brought you by www.wittyparrot.com
  • 55. Sales Productivity Tips From the Experts The New ABC of Sales … Always Be Caring ! by Paul D’Souza “The market has changed”! could really be the understatement of the decade. ABC in sales used to mean “Always Be Closing”; as most of you would remember. It came from a time when customers tolerated obnoxious and manipulative sales people. Simply because they (the customers) did not have very many choices available to them, like we do now today. In those days, they referred to “Closing” a deal as the transaction that really, if you think about it … “Started” a new relationship. The market “Has” changed and buyer behavior has changed and so should your thinking, speaking and acting. Linguistics really do set the stage for how we act. They set the mood if you will. And our thinking impacts how we speak. So thinking about how you can serve your clients, will create the space for you to ask a different type of question. A question that will demonstrate how much 55 cov-er Brought you by www.wittyparrot.com
  • 56. Sales Productivity Tips From the Experts you really “Care”, once you do that; simple math takes over. The more people you care about, the more opportunities you will have to start relationships of trust. Ok, so that is the outline of the strategy but you would really like to see how this impacts everyday sales activity, right? You want a tip for crying out loud! I get it. I present to you my... Hybrid Cold Calling Strategy This strategy is hybrid, because it leverages Google Searches, LinkedIn, Cold Calls via the Telephone and email. It has produced a conversion rate of over 65% in the last 3 months that I have used it. It is totally anchored in demonstrating how much I care. Step 1 - Identify Your Prospect I take the time to get clear about who I am reaching out to and why I believe it would a valuable relationship for both of us. This is key. Do your research and be clear about how you can have a positive impact on your prospects life. Do it right or go find something else to do. Step 2 - Reach Out 1. Leverage LinkedIn to see who they are and what is important to 2. Find their office number and leave them a VM and refer to the 56 cov-er them. Send them a LinkedIn Request to get connected as a friend. In this email be brief and tell them you want to talk about something that you think will help them. Brought you by www.wittyparrot.com LinkedIn Request. 3. If you have their email address, send them an email as well. Introduce yourself, be brief and tell them why you believe in all your heart they should get back to you.
  • 57. Sales Productivity Tips From the Experts Step 3 - Care Once you connect, talk about how you want to learn more about what is important to them and take the conversation down the path of brainstorming how you could potentially help them solve their problem. Create the space for them to talk about their problems and the consequences they will have to face if they do not get them fixed. Offer guidance and genuinely find ways to help them; either by something you do yourself or make a referral to someone you know and trust who can help them. If it makes good sense to do business … then do business. In Conclusion: This approach works - because it will always produces trust; a basic a requirement for any meaningful relationship between two people. Now since sales is fundamentally a human relationship; anchored in a transaction, you have a high probability of having a meaningful relationship that is beneficial to both parties. Whether someone transacts with you today or not is secondary. They might very well make a referral to someone else who needs your services tomorrow and then come back to you when the time is right for them to transact with you. 57 cov-er “The New ABC: Always Be Caring” by @pdsouza | Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 58. Sales Productivity Tips From the Experts 58 16 Leverage the “Next Step” Strategy by Paul Kirch cov-er About Paul Kirch Paul Kirch is known as an accomplished sales and sales management professional, though his background is so much broader. He is currently the President/CEO of Actus Sales Intelligence, a sales intelligence agency, known for helping its clients “sell smarter.” Brought you by www.wittyparrot.com
  • 59. Sales Productivity Tips From the Experts Leverage the “Next Step” Strategy by Paul Kirch First, understand that I’m a firm believer in building relationships with my clients. Note, I said clients and not customers. We build relationships with our clients, leading to greater loyalty. Whereas customers tend to be more transactional interactions, which are less focused on the relationship and more on an exchange of currency for goods. My goal is to establish trust with my clients and any prospects I hope to turn into a client. Therefore, I look for ways to make their lives better, in hopes that they’ll think of me first when they need my services or even my advice. My goal isn’t to provide value, but to provide the most value possible, leaving them wanting more. If you really care about them, then this is not hard. My favorite approach is to always be thinking about how you’re going to serve them next. Also, you can’t build a mutually beneficial relationship with them if they do not become a client. This doesn’t mean you can’t have loyal prospects, but generally that leads to a one-sided relationship where you’re doing all of the giving and not receiving any benefit. Therefore, it’s important that our efforts lead to a sale. We do this by remembering to always leverage a “next step” strategy. Every call, email, webinar, or other sales effort must be focused on the next move. 59 cov-er Brought you by www.wittyparrot.com
  • 60. Sales Productivity Tips From the Experts If you pre-plan your interactions, you can develop a strategy that keeps the process flowing. For example, if you meet a new prospect at an event, how can you schedule the next meeting? If you just provided a capabilities presentation, perhaps you can set them up with a demonstration tool, letting them know that you’ll follow up to find out their experience. What’s the next step? Perhaps it’s introducing them to your support manager. No matter the interaction, keep focusing on the next step. This requires planning and engaging them, but there’s no faster path to a sale than this. What if your sales process is online? It’s no different. All communication must lead them to another stage. If you make the communication valuable, they will come back wanting more. There’s a time and place for marketing material, but it doesn’t always fit into a next step strategy, unless there’s a follow up strategy in place. For example, you might have a one page overview of your product offering that you know they’ll be interested in. Immediately schedule the follow up conversation. Case studies, white papers, articles, competitive intelligence and countless other value-based items can be powerful tools to execute that next step in the sales cycle. No matter your strategy and the tools you have, focused on getting them to buy while providing value. Once they purchase from you, the opportunity to get them to be a repeat buyer goes up exponentially, especially with a value-based approach, such as a next-step strategy. Stop finding customers and focus on creating clients. If you do, you’ll never struggle for sales again 60 cov-er “Leverage the “Next Step” Strategy” by @paulkirch | Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 61. Sales Productivity Tips From the Experts 61 17 Don’t Turn Hunters Into Beaters by Dan McDade cov-er About Dan McDade Dan McDade founded PointClear in 1997 to help B2B companies with complex sales processes drive more revenue through effective prospect development. Dan is the author of The Truth About Leads, an insightful book that sheds light on the little-known secrets that help focus B2B lead-generation efforts, align sales and marketing organizations and drive revenue. Brought you by www.wittyparrot.com
  • 62. Sales Productivity Tips From the Experts Don’t Turn Hunters Into Beaters by Dan McDade Don’t Turn Hunters into Beaters. Hunters need to focus on closing business, not beating the bushes looking for it! A dedicated lead qualifying and nurturing group to keep your hunters focused on closing business. Set up a hybrid marketing/sales function in the form of a dedicated group that can be either internal or an outsourced prospect development firm. This group applies qualifying and nurturing skills to assure all steps in the qualifying and nurturing process are correctly addressed. Real, sales-ready, leads are then handed off to sales for engagement and the close. The group’s approach combines multiple touches, multiple media (outbound calls, voice mail messages, personalized email and direct mail), and multiple-cycle contact across the number of sales cycles needed until the window of opportunity is reached. 62 cov-er Brought you by www.wittyparrot.com
  • 63. Sales Productivity Tips From the Experts How this fixes the forecast: Sales is able to more efficiently focus on what it does best: engage with highly qualified prospects and move them toward win status. 63 “Don’t Turn Hunters Into Beaters” by @dandade | Download free eBook here: http://ow.ly/tVtxT cov-er Brought you by www.wittyparrot.com Tweet This
  • 64. Sales Productivity Tips From the Experts 64 18 It’s Not How You Sell, It’s How Prospects Buy by Mark Gibson cov-er About Mark Gibson Mark heads the global marketing team at WittyParrot as VP - Marketing. Mark is an experienced sales and marketing professional and consultant, with 30 years of international sales, marketing and business development success. Since founding Advanced Marketing Concepts in the UK in 2004, Mark has consulted to B2B companies selling to the early market and has helped established companies to overcome the weak pipeline, no lead-flow and weak sales engagement problems caused by weak messaging Brought you by www.wittyparrot.com
  • 65. Sales Productivity Tips From the Experts It’s Not How You Sell, It’s How Prospects Buy by Mark Gibson The 2013 sales results are in for B2B companies and they are disappointing. Sellers are struggling and buyers are in charge. Is it time to align our sales and marketing organizations around how buyers actually buy and to develop a language and process that efficiently facilitates the buyer’s journey? Findings in CSO Insights 2014 Sales Performance Optimization Survey indicate that in 2013: • Only 58.2% of reps made quota, • The burden for surfacing leads continues to fall on salespeople • Salespeople are having more difficultly converting qualified leads 65 cov-er Brought you by www.wittyparrot.com to first conversations. • Win rates of forecast deals are lower on a year-over-year basis. • Poor forecast accuracy is a sales management problem to be addressed
  • 66. Sales Productivity Tips From the Experts Scott Santucci from analyst firm Forrester, suggests that leads fail to make it through the sales process at least 80% of the time. What is poorly understood is why and what levers to pull to address the issues above. Looking through the Wrong Lens? Sales performance metrics are derived from sales qualification steps and the general approach of forecasting based on the sales funnel is obsolete. Sales funnel process and metrics were inherited from an era when salespeople were “masters-of-the-universe”, as described by Tom Wolfe. While buying behavior has changed radically, sales and marketing organizations are change resistant and struggling to adapt. A symptom of the problem and contributor to forecasting inaccuracy is that salespeople typically think their sales opportunity is one or two steps in advance of where the buyer actually is in the buying cycle. Buyers are in Charge of their Buying Process Much recent debate about the point at which salespeople are engaged in the buying process motivated me to write an in-depth review of buying-selling process, which is soon to be published under a provisional title, “The End of Selling” Buyers acquire technology products with or without the help of the vendor and will engage sellers based on their tolerance for risk. Early adopters have a higher tolerance for risk and will engage vendors earlier in their buying process. 66 cov-er Brought you by www.wittyparrot.com
  • 67. Sales Productivity Tips From the Experts A Universal Buying Process There is a universal process that all organizations and individuals follow to reach purchasing decisions exceeding the disposable monetary threshold. This process is universal and linked to human nature, which explains why it does not vary across cultures. Every purchase goes through predictable steps formally or informally, with or without the vendor. It’s easy to remember as it has huge I-M-P-A-C-T on organizational performance. IMPACT is a concept from the book “Why Killer Products Don’t Sell” by Dominic Rowsell and Ian Gotts Mapping the Buying Process onto the Selling System. IMPACT Steps I – Identify | Someone or something (e.g.: brainstorming) triggers the need for an investigation into satisfying a competitive disadvantage, need to reduce risk, or achieve revenue or profit goals. * First light touch on your Website, assuming you will get found, most vendors unaware * Joint Venture discussions start here. M – Mentor | Someone in the buying organization is designated, or 67 cov-er Brought you by www.wittyparrot.com
  • 68. Sales Productivity Tips From the Experts decides to run with an investigation into feasibility of satisfying the need. That someone (we call them Mentor) will become your point of contact for the initial conversations. * Reads blogs, downloads your eBooks, views Slideshare which is why inbound is so important * Should not appear in the forecast, this is a marketing lead * Early adopters will engage innovative vendors P – Position | This is where a buying process starts becoming real – meaning that a need or objective is defined, funds and resources start being allocated to achieve the objectives outlined. * Not qualified until it passes this phase through to Assessment, should not appear in forecast. * Most leads die here; lacking a strong champion, consensus, or outgunned by competing projects * Mid-funnel, buyer looks at demo’s, webinars, may engage early mainstream vendors 68 cov-er Brought you by www.wittyparrot.com
  • 69. Sales Productivity Tips From the Experts A – Assessment |This is the due diligence phase where feasibility is assessed, risks are discussed and debated. * Early majority buyers engage mainstream vendors, i.e. 50-70% through their buying process. * Opportunity appears in the forecast for the first time C – Case | Case is where the business needs are converted to a real project or product specifications. * Typically when an RFP shows up * ROI calculators, social proof needed T – Transaction | Transaction is the business phase for the sale. Prices are discussed and negotiated and the fit is determined for a relationship moving forward. * Beware the late invitation to respond to an RFP, unless you are a commodity player. Conclusion By creating a common understanding and vocabulary, based on how buyers actually buy, we create opportunities to connect and communicate with buyers in their process. More importantly by optimizing our value chain to best our serve buyers, we create opportunities to reduce COS and improve profitability. The alternative is continue to decipher the semaphore of the salesperson’s best guess 69 cov-er “It’s Not How You Sell, It’s How Your Prospects Buy” by @rmarkgibson |Download free eBook here: Brought you by www.wittyparrot.com http://ow.ly/tVtxT Tweet This
  • 70. Sales Productivity Tips From the Experts 70 19 Content Reuse can Accelerate Sales Cycles by Anil Jwalanna cov-er About Anil Jwalanna Anil is the CEO of WittyParrot and the visionary behind the product and platform strategy. Anil has built and managed SaaS and technology product platforms at start-ups and large enterprises for over 15 years. Anil previously served as CEO of PushPoint Mobile and CTO of iCharts, both mobile commerce and data visualization SaaS companies. Anil holds business degrees from the Berkeley Haas School of Business and the Columbia Business School and an undergraduate in Engineering from Mysore, India. Brought you by www.wittyparrot.com
  • 71. Sales Productivity Tips From the Experts Content Reuse can Accelerate Sales Cycles by Anil Jwalanna Content reuse is becoming an important priority for B2B sales and marketing communication. 71 cov-er Brought you by www.wittyparrot.com Why? Because buyers will no longer tolerate a different conversation with salespeople than the one they have been having with the content being consumed on the supplier’s Website. Congruence in the story sales and marketing is required and can shorten the sales cycle when properly aligned. For companies that intend to pursue a content marketing strategy and rise above the tide of mediocrity, this means creating quality, relevance and insight for the intended audience in every utterance. Here are 5 tips that will help to improve the quality of published content and the spoken word, while improving consistency of information across the organization.
  • 72. Sales Productivity Tips From the Experts 72 cov-er Brought you by www.wittyparrot.com 1.Create Modular Content Break large documents into smaller chunks of modular self-describing content that can be easily managed and used in multiple places in various contexts. Buyers and customers expect to easily consume, precise and contextual information to find what they need to know, they don’t have time to wade through voluminous documents. Corey Sommers article “The Death of Marketing Collateral as We Knew it” is interesting, radical and relevant to this conversation. Breaking down large documents into smaller chunks of information not only makes it easier to consume, but also enables re-use of content in different contexts. These content chunks can be readily adapted into multiple documents based on the context and relevance. 2. Assemble Modular Blocks Instead of monolithic documents designed for one purpose, design documents, collateral, webpages and information products in such a way that they can be reproduced instantly by simply assembling self-describing content modules. When a child sits down to play with Lego, they are constrained only by the number and shape of the individual Lego blocks in the set and their imagination. This is a useful and powerful concept for content creators. Think of “Lego Blocks” as a metaphor to build Information components. Literally anyone with access to these information components can build any information product by using these Lego blocks of information. 3. Tagging Content Blocks
  • 73. Sales Productivity Tips From the Experts Finding the right information instantly and consistently is the key to successful use of information produced. Significant effort goes into producing effective messaging content, but little has been done to make it accessible. Providing contextually correct content to buyers and customers when they need it will not only help buyers to make decisions faster but also helps to build the trust and rapport. Capturing content metadata is extremely important to achieve the end goal of content accessibility and consumption. Tagging is the simplest and easiest way of building metadata about the content. Careful consideration is essential to identify and assign the right tags based on the characteristics of the content and context in which it will be used. 4. Content Collaboration For successful creation, distribution and management of modular content components, it is essential to collaborate among stakeholders. Ownership of these modular blocks is essential to ensure that information is kept current. Multiple people may be involved creating, reviewing, approving and sharing the content. Once an information component is ready for use, it should be tagged with proper metadata and published for consumption. Distributed and loosely coupled collaboration on content creation and workflow management and version control ensures accuracy, consistency and currency of information. In addition, a mechanism should be established to capture the qualitative and quantitative feedback from consumers to improve the quality and usability over time. 73 cov-er Brought you by www.wittyparrot.com
  • 74. Sales Productivity Tips From the Experts 74 cov-er Brought you by www.wittyparrot.com 5. The Right Tool Choosing the right tool is critical in a successful content reuse strategy. Few tools exist that truly meet these requirements. Here is the list of top 5 factors to consider while evaluating the tool: 1. Functional, intuitive and easy-to-use interface is crucial for successful adoption by stakeholders, 2. Ability to collaboratively create, and manage smaller chunks of content individually and assemble into documents, collateral and other output forms, 3. Ability to create, manage and capture rich metadata from diverse sources about information components and clusters of content, as well tag, index and comment on use of the content, 4. Intelligence to interpret and infer the user’s context to fin d the relevant content and present it to consumers instantly, 5. Seamless access and delivery of relevant content anytime, anywhere on any device is critical to the success of content strategy “Content Reuse Can Accelerate Sales Cycles” by Anil of @wittyparrotapp | Download free eBook here: http://ow.ly/tVtxT Tweet This
  • 75. Sales Productivity Tips From the Experts 75 20 How to End a Sales Slump by Telling Stories by Mike Bosworth cov-er About Mike Bosworth Michael Bosworth is noted for founding and growing Solution Selling®, one of the most successful virtual companies in the B2B arena. He is currently involved in two start-ups, Mike Bosworth Leadership and WeConcile®. MBL teaches Story Seekers™ workshops. You can learn more at http://www.mikebosworthleadership.com Brought you by www.wittyparrot.com
  • 76. Sales Productivity Tips From the Experts How to End a Sales Slump by Telling Stories by Mike Bosworth Mike Bosworth worked as a sales manager at Xerox Computer Services in 1979 with Neil Rackham when he was researching what became the SPIN project . Neil could map the sales productivity rise from new hire to a peak performance (around 18 months at Xerox), and then almost to the day, predict the decline, followed by loss of sales rep motivation and morale. Xerox knew the problem existed, but it took Neil Rackham to pinpoint why it was happening. What Rackham found was that sales productivity rose over time until the salesperson had gained the expertise of having seen every permutation of buyer problem and need. The first day of the 19th month on quota, instead of listening to the prospect to learn what the buyer problem was, the sales rep could not contain themselves and prematurely elaborated what the prospect “needed to do.” Try telling your spouse a few “here’s what you need to do’s” tonight 76 cov-er Brought you by www.wittyparrot.com
  • 77. Sales Productivity Tips From the Experts when you get home and observe the reaction. Prospects go from curious and open to defensive to blocking and pulling away from salespeople who tell them what they need to do to solve their problem. Jeff is around 30 years old, working for an SEO software company. He was one of the original salespeople in the company, and although he had been the #1 seller for the previous 12 months, he was in a slump. As with most salespeople and athletes in a slump, if they knew how to end it they would! Jeff was ‘stuck’ in his slump and didn’t know how to get out of it. In a public Story Seekers™ workshop, Jeff discovered why he was in his slump when he saw the chart from research Neil Rackham did at Xerox in 1979 77 cov-er Brought you by www.wittyparrot.com
  • 78. Sales Productivity Tips From the Experts The day after the workshop Jeff had three demonstrations scheduled. He was able to catch himself wanting to tell his buyer what they should be doing and what they needed, and instead told each a story about how a peer had solved a similar problem. This put the prospect in the story and connected them emotionally to Jeff’s approach. Jeff’s slump ended that day with three new customers. 78 cov-er “How to End a Sales Slump by Telling Stories” by @MikeBLeadership |Download free eBook here: Brought you by www.wittyparrot.com http://ow.ly/tVtxT Tweet This
  • 79. Sales Productivity Tips From the Experts 79 21 Follow a Sales Methodology by Linda Richardson cov-er About Linda Richardson Linda Richardson is the founder and Chairman of Richardson, a global sales training company and the author of “Changing the Sales Conversation”. As a recognized leader in the industry, she has won the coveted Stevie Award for Lifetime Achievement in Sales Excellence for 2006 and in 2007 she was identified by Training Industry, Inc. as one of the “Top 20 Most Influential Training Professionals.” Visit: www.lindarichardson.com Brought you by www.wittyparrot.com
  • 80. Sales Productivity Tips From the Experts Follow a Sales Methodology by Linda Richardson Do you have a sales methodology that your team follows? Let’s step back. What is a sales methodology? Sales best practices? A sales process? Documented steps/procedures in the sale? Sales skills? Tools? All of the above? A sales methodology is the system a sales organization follows to win business. In one sense (not the best sense), every sales organization and/or salesperson has a sales methodology, whether it is the remnants of one that had once been put in place, the norm people follow, or what a particular salesperson has figured out for him or her. An effective sales methodology is one that a sales organization has thought out clearly and provides to its sales force. The differences between a sales methodology that just exists because a company or most salespeople pretty much operate that way and a highly effective sales methodology boils down to six critical success factors. 1. Documentation: Map out clear steps as a guide for salespeople 80 cov-er Brought you by www.wittyparrot.com to follow/repeat.
  • 81. Sales Productivity Tips From the Experts 2. Best Practices: Embed it with what your top performers 81 cov-er Brought you by www.wittyparrot.com consistently do. 3. Training: Prepare your sales force to ensure they have the knowledge and skills needed to carry out the steps. 4. Tools: Give salespeople and sales managers tools, such as easy to use CRMs, planners, access to research … to make them more productive. 5. Execution: Follow it and coach to it. 6. Assessment: Ongoing feedback, tweaking, and refinement. The goal of having a sales methodology is to win more deals and to win them more quickly. The initial question was do you have a sales methodology. The second question is if not, should you have one? Take the time to map out the steps it takes to identify and convert a lead into a customer. Make it a collaborative process your with marketing team and your top performers. It is more than worth the effort. Ten percent of your reps will do fine without a clear sales methodology. But 80% will do better with one. “Follow A Sales Methodology” by @RichardsonSales | Download free eBook here: http://ow.ly/tVtxT Tweet This
  • 82. Sales Productivity Tips From the Experts 82 22 Live in your CRM cov-er About Dave Kurlan Dave Kurlan is a top-rated speaker, best-selling author, and sales development expert. He was a finalist for the Top Sales & Marketing Thought Leader of 2011. His company, Objective Management Group, won the award for Top Sales Assessment Tool from 2011 - 2013 and his Blog, Understanding the Sales Force, earned Top Sales & Marketing Blog from 2011 - 2013. He is also the CEO of Kurlan & Associates, a global sales consulting and training firm. Brought you by www.wittyparrot.com by Dave Kurlan
  • 83. Sales Productivity Tips From the Experts 83 cov-er Brought you by www.wittyparrot.com Live in your CRM by Dave Kurlan Most salespeople dislike their CRM application. Get over it. Regardless of which app, how many features, and how much data entry it requires, not using it is not an option. Not only that, using it sparingly is not an option either. Rather than living in your email, using your calendar and task list as tools, and visiting your CRM app as infrequently as you can manage, try reversing your priorities. Live in your CRM application. That is the one place you must start each day. That is the only application that can show you at a glance, which opportunities need your attention, which require follow-up, which need to be moved along, which stage of the pipeline needs to be filled,
  • 84. Sales Productivity Tips From the Experts whether you have enough opportunities in the pipeline to hit your numbers, how you are trending, where you are dropping the ball, and what you need to do today. Then, in order to support your pipeline building and development activities, you can use email as a tool, the phone as a tool. Your calendar and task list are tools to support life in CRM as well. I’m willing to bet that if you start each day in your CRM app, update everything in real time, take it seriously, and use your other tools to support life in CRM, that your pipeline will increase in size, value, conversions, win-rates, and sold. 84 cov-er Brought you by www.wittyparrot.com Are you willing to take me up on this bet? Let me know. Drop me an email and let me know how you made out. “Live in Your CRM” by Dave of @KurlanAssoc | Download free eBook here: http://ow.ly/tVtxT Tweet This
  • 85. Sales Productivity Tips From the Experts 85 23 Kill Your Collateral cov-er About Corey Sommers Corey heads the Business Development team at WittyParrot as the VP - Business Development. Corey leads the channel and partner strategy and brings more than 25 years experience in sales and channel enablement leadership positions, competitive intelligence and as an entrepreneur. Corey is the co-founder of WhiteboardSelling, a visual storytelling company and trained over 50,000 sales professionals globally before being acquired by Corporate Visions in 2012. He holds a BA from the University of California, Berkeley. Brought you by www.wittyparrot.com by Corey Sommers
  • 86. Sales Productivity Tips From the Experts 86 cov-er Brought you by www.wittyparrot.com Kill Your Collateral by Corey Sommers Why? Collateral is a relic from the pre-Internet era. It was printed on glossies at anything from 2-10 pages. • It’s not easily consumable on tablets and mobile phones where most email gets read. • It’s written in product management jargon and “ground-breaking” gobbledygook. • It’s not laser-focused on the customer’s critical business issues and requirements. • It’s typically product-centric and uses a “kitchen-sink” feature and benefits approach so buyers don’t miss anything. Brochures cannot sell. Sending them is a waste of time and will not help salespeople engage in conversations. Sales Portal Bloat What’s worse, these marketing “assets” get stuffed into bloated
  • 87. Sales Productivity Tips From the Experts corporate and sales portals where they become stale the moment they are published. Forcing salespeople to waste valuable time accessing it. Salespeople and channel partners use keyword searches to try to find the right information for their customers, and get back a list of 20 documents, which they then have to download and wade through to find what they need, cut -paste and then repurpose. A better way is to boil down these overblown fluff pieces to their essence – hard-hitting “knowledge nuggets” or information components – that get right to the point, and that are targeted directly at customer needs and pain points? Re-purpose and Reuse Information Components to improve sales productivity. Information components can be repurposed in any number of sales information products; from outbound solicitations, to follow-up letters to respond quickly to sales inquiries, proposal responses to RFIs and RFPs. Salespeople and channel partners no longer need to negotiate the network and wade through portals and other repositories that contain monolithic documents that they then need to cut and paste from. What if salespeople could keyword search for product, solution, value messaging or buyer persona information components and cherry pick content they need in the exact context of the buyer’s interest and then simply drag-and-drop from their desktop into any application to use it? What if that content was succinctly structured so it could be consumed on any device? And what if Marketing could actually measure every time who used 87 cov-er Brought you by www.wittyparrot.com
  • 88. Sales Productivity Tips From the Experts one of these knowledge nuggets, and in which situations so they could present the most effective content based on actual usage. They could then understand customer business requirement trends and market intelligence in a way that is impossible today by tracking a simple document download from some sales portal. Bottom line Componentized sales-ready information that is available at the salesperson’s finger-tips enables responsive engagement and eliminates the lost time salespeople spend searching for and modifying documents. An extra hour a day of selling time will improve sales productivity more effectively than almost any other sales enablement initiative. 88 cov-er “Kill Your Collateral” by @WhiteboardSell | Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 89. Sales Productivity Tips From the Experts 89 24 Harness the Power of Curation to Sell More by Rajesh Setty cov-er About Rajesh Setty Rajesh Setty is a serial entrepreneur and business alchemist based in Silicon Valley. Raj is one of the co-founders and serves as the President of WittyParrot. Raj has also written and published 14 books with his first book published at the age of thirteen. You can follow him on his blog www.rajeshsetty.com/blog, on Facebook www.facebook.com/rajesh301 or on Twitter www.twitter.com/rajsetty Brought you by www.wittyparrot.com
  • 90. Sales Productivity Tips From the Experts Harness the Power of Curation to Sell More by Rajesh Setty The definition of curation is “The act of curating, of organizing and maintaining a collection of artworks or artifacts” Of course, the meaning has evolved and it is now an overloaded word. For the purpose of this article, think of curation as “the deliberate act of thoughtful filtering to extract and separate the signal from the noise.” 90 cov-er Brought you by www.wittyparrot.com What has it got to do with selling? While directly it may not lead you to the next big deal tomorrow morning, indirectly it will help you build thought leadership and trust and hence your capacity to sell more. Let me explain. Let’s assume that you follow these steps religiously: 1. Identify and record what matters most to the key people with whom you are building a relationship. These people could be your prospects,
  • 91. Sales Productivity Tips From the Experts 91 cov-er Brought you by www.wittyparrot.com clients, partners or influencers. 2. When you consume content on any media or through your social network, stop when you find something valuable. Reflect and record the one or more insights with a link back to that resource. It could be an article, a podcast, a video. 3. Think about all the people that will benefit from this articl e. One size does not fit all so don’t blast this out via a mini-email campaign of your own 4. Write a personalized note to everyone you have identified wit hout expecting anything back. 5. Repeat steps #2 to #5 at least on a weekly basis. As you can see this is not rocket science but most people don’t do it. Why? Because if it is simple to do, it is simple not to do it. Think about all the benefits (and the side benefits) of the above mentioned simple curation process assuming you do this in a disciplined fashion with a reasonably meaningful frequency, (in other words you are NOT doing this just once a year). Here are three of them: 1. Personal Growth: This is probably the biggest indirect side effect of engaging in a thoughtful curation exercise. Unlike before where you could get away with quickly skimming through the content that comes your way, now you will spend a few more minutes to digest the essence of the article, reflect to see to whom and how it will benefit them and actually take the time to personally send the content with a relevant note. Every
  • 92. Sales Productivity Tips From the Experts individual mail will be a gift to the recipient and the collective exercise is a gift of personal growth you give to yourself. 2. Thought Leadership: Creating original content takes a LOT of time, energy and mindshare. You should do that when you can make that investment. In parallel, curation will give you a kick-start on building thought leadership on topics that matter most to your audience. As you are aware, the benefit of being a thought leader is that it immediately reduces the cost of getting attention and mindshare when you share something. Why? Because people know that they will get a good return for investing their precious time on what you share. 3. Trust: This is a derivative of you demonstrating thoughtfulness (relevant and personalized content on topics that matter to your audience) and thought leadership over a long period of time. In summary, engaging in thoughtful curation helps you to accelerate your sales cycles while helping you become a better person. It’s a double-win. 92 cov-er “Harness the Power of Curation to Sell More” by @RajSetty | Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 93. Sales Productivity Tips From the Experts 93 25 It Is Difficult To Control External Events If You Do Not Have Control Internally by Jonathan Farrington cov-er About Jonathan Farrington Jonathan Farrington is a globally recognized business coach, mentor, author, keynote speaker and sales thought leader. He is the Senior Partner of Jonathan Farrington & Associates, and CEO of Top Sales World, based in London & Paris. Jonathan is also the co-editor of Top Sales Magazine and The Sales Thought Leaders Blog Brought you by www.wittyparrot.com
  • 94. Sales Productivity Tips From the Experts It Is Difficult To Control External Events If You Do Not Have Control Internally by Jonathan Farrington Even companies that enjoy the luxury of clearly superior products realize that those products will not sell themselves. As a minimum, companies need a sales force comprised of skilled professionals who understand the application of the product range, have an in-depth knowledge of their customer base, market sector and of course the competition But even all these elements together are not sufficient to ensure optimum performance levels and profitable sales. We must have a sales process. 94 cov-er Brought you by www.wittyparrot.com So What Is A Sales Process? Put quite simply, it is a set of procedures, which determine how a company wishes its sales team to operate - “The way we do things around here”
  • 95. Sales Productivity Tips From the Experts The most successful organizations have implemented a process and an all-encompassing framework for defining performance standards. This involves assessing, appraising, developing, reviewing, providing continual feedback on performance, as well as implementing efficient and relevant process tools. From the Sales Director’s/VP Sales perspective, developing a consultative sales process means developing a comprehensive, formal, realistic, and step-by-step outline of what salespeople are expected to do. This is just as appropriate for internal and totally reactive sales teams as it is for external pro-active ones. This outline includes the activity and calls they must make, the relationships they should establish with prospects, the documentation they should use in sales calls, the issues they must discuss and resolve with prospects and the tangible goals they must achieve in sequence along the path to each sale in order to achieve maximum effectiveness. It’s only when such an outline is in place that sales management can be in a position to: Monitor the sales force’s activity, progress and results, Assess issues as they arise and take appropriate action, Redirect individual sales representative’s efforts efficiently. Although many organizations appreciate the importance of being customer-focused and talk in vague terms about their “consultative sales process” surprisingly few sales leaders invest the time and energy required to develop a formal sales process - a sales process that is at once detailed and resilient enough to guide their salespeople and permit effective management of their efforts. Overcoming Implementation Inertia Even when a consultative sales process has been developed, understood by sales managers, written down and circulated, it’s often not enough. 95 cov-er Brought you by www.wittyparrot.com
  • 96. Sales Productivity Tips From the Experts No matter how brilliant, a sales process will only be effective to the extent it is followed and used by front-line sales staff. And this is where most organizations fall down: overcoming inertia among managers and salespeople alike and implementing the process. The hurdles that must be cleared in order to get people throughout the organization to actually implement it are enough to cause Sales Directors to tear their hair out. But a select few, of the very best, have found some innovative strategies that have enabled them to achieve the Holy Grail: “Sustained sales growth achieved efficiently, reliably and by design.” Can there be a downside to sales process? Yes, if it restricts, and if it suffocates creativity, and if it removes individual identities. 96 cov-er “It Is Difficult To Control External Events If You Do Not Have Control Internally” by @TopSalesWorld| Download free eBook here: http://ow.ly/tVtxT Brought you by www.wittyparrot.com Tweet This
  • 97. Sales Productivity Tips From the Experts Previously Published eBooks: Building Highly Responsive Teams eBook Being Responsive is not a LUXURY anymore, it is REQUIRED if you want to survive and thrive. Learn how WittyParrot in combination with inbound marketing methods facilitates the building of a responsive sales force. WittyParrot is a new technology platform that can be applied to achieve five of the top seven sales initiatives for 2013 combined. It saves sales, marketing and channel sales reps time and improves effectiveness of the sales enablement process. To learn more about why responsiveness matters and how WittyParrot can help in Building Highly Responsive Teams; download this free eBook today. Sales and Marketing Messaging Alignment with WittyParrot eBook Being responsive is definitely a MUST, but equally important is to maintain consistency and control over your interactions. Speed combined with consistency can be the differentiating factor. WittyParrot is a disruptive content distribution platform 97 cov-er Brought you by www.wittyparrot.com
  • 98. Sales Productivity Tips From the Experts with a potential to change the way marketing and sales people work, manage information and interact with client. If you are interested in learning more about Sales and Marketing Messaging Alignment using WittyParrot methodology, download this free eBook right away. 98 cov-er Brought you by www.wittyparrot.com
  • 99. Sales Productivity Tips From the Experts Why WittyParrot? Let’s see. You want your sales team to be responsive. You want them to be consistent. You want them to provide your customers and prospects the RIGHT information RIGHT NOW. You want to know what’s hot or what’s not among your products and services based on the ongoing conversations You want your distributors and resellers to have the same information as your salespeople. You want changes to sales collateral and information to be current ALL THE TIME. WittyParrot gives you ALL THE ABOVE and more. Learn more at www.wittyparrot.com 99 cov-er Brought you by www.wittyparrot.com
  • 100. Sales Productivity Tips From the Experts This eBook was brought to you by Mark Gibson | VP of Marketing at WittyParrot Rajesh Setty | Serial entrepreneur and co-founder of WittyParrot Girish Karachiwala | Vice President - Engineering at WittyParrot Subashini Iyer | Manager-Marketing cov-er & Sales at WittyParrot Amruta Shukla | Graphic Designer at WittyParrot Illustrations by @gapingvoid and All the wonderful CONTRIBUTORS who generously provided their tips. 100 Brought you by www.wittyparrot.com