I can’t tell you the number of calls that I listen to (or receive) where salespeople do not schedule next steps before ending the call.It’s so basic, so fundamental, yet so often neglected.
Whether it’s an initial cold call, a discovery session, a product demo, or (I shudder at the thought) a proposal review, the lack of direction is startling.
Below I’ll share the importance of next steps, why reps aren’t doing it, and how managers can ensure their reps are scheduling next steps.
Commitment: When both parties agree on a specific next step, there’s a subtle commitment. This can increase the chances of a deal moving forward.
Clarity: With clear next steps, there’s no ambiguity. Both the rep and the prospect know what’s coming next.
So, Why Aren’t Reps Doing It?
Fear of Commitment: Some reps fear that setting a concrete next step might deter prospects. They think staying “open-ended” gives prospects breathing room.
Lack of Confidence: A rep unsure of the call’s outcome might hesitate to suggest the next step, fearing rejection.
Overlooking the Basics: Surprisingly, some reps get so engrossed in the conversation that they forget this fundamental step.
How to Ensure Reps Schedule Next Steps
Sales Training: Make next-step training a part of your regular sessions. Emphasize its importance, backed by data. For instance, Hubspot reports that 40-50% of sales go to vendors that respond first. Concrete next steps ensure you’re always a step ahead.
Role Play: Include the process of setting next steps in your role-playing exercises. Make it second nature.
Call Monitoring & Feedback: Use call monitoring tools to track how often reps set concrete next steps. Provide feedback and reinforcement.
Celebrate Wins: When a rep successfully moves a deal forward due to well-defined next steps, celebrate it. Let it be a lesson for the whole team.
The sales dance is a series of well-coordinated steps. Missing one can mean stumbling or even falling flat. As someone who’s been in the sales arena for years, I can’t stress enough the importance of clear next steps. It’s not just about closing the current call; it’s about paving the way for the next one. So, let’s get back to basics, prioritize efficiency, and drive our sales with precision.
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If you’re reading this, you’ve probably made an outbound sales call. You’ve probably made thousands. Stop and think for a second just how many things about this take guts – it takes sales confidence. Calling a stranger not expecting your call and essentially asking them for money. Betting a chunk of your family’s income on your abilities. Try to pretend you’ve never done it before. Can you remember your initial hesitance? The questions you had? The doubts and fears?
This is how our new hires and yet-to-be-hired people feel. We forget that sometimes. This is scary stuff.
It takes confidence in yourself, your ability to connect, to think on your feet, to pull the right phrase, the right answer, the right joke.
Not all of us are born with this kind of confidence – the deep knowing, the foundation, the deep belief in one’s own abilities. And many of those people are in sales.
How do we do it? With another word called bravery. Bravery isn’t the same as confidence.
I describe bravery to my kids as feeling scared and doing it anyway. “I know the hallway is dark honey. I know you feel scared. That’s why they call it being brave. It wouldn’t be bravery if you weren’t scared. You’ll be ok.” Bravery is suiting up! Putting on the superhero cape and facing the bad guys.
We know this as “fake it till you make it.”
I grew up in a very unstable home life. We moved so much that every 2 years was a new school for me.
New girl. New school. New classroom. New teacher. 22 pairs of eyes turn and stare at the new girl. So I guess I know something about bravery.
I think that is why I’m drawn to sales. We push bravery in sales. Bravery is being a little terrified they’ll hang up or say no and doing it anyway. But confidence is being absolutely sure they shouldn’t. Really knowing and believing the value of my product and service, plus the value of me.
Which do you think sounds better on the phone? Confidence or bravery?
Confidence. Sure! Confidence is what sells. It’s what permits the deeper questions, the customer education, and the ability to challenge. It makes the extra dials, keeps customers on the phone, and overcomes objections. Confidence asks for referrals. And then does it again. And again. For years.
Confidence doesn’t burn out after a year and a half. (the average lifespan of an inside sales rep). But bravery sure does. There are only so many days we can put on that cape and that mask and pick up that phone. Suit up. Dial. Ask.
New girl. New school. New classroom. New teacher. 22 pairs of eyes…
Bravery is not a recipe for long-term success. And I assert that our sport of sales can benefit from going beyond bravery…to confidence.
But there’s a step between bravery and confidence and it’s called courage.
Courage isn’t “fake it till you make it”. Courage is the “making it”. And to make it, we have to go through the fear. Not over the fear, not around the fear, through the fear. We have to stand in it.
Quietly.
And it’s terrifying.
Courage is facing your fears. Naming them and then tackling them with an open mind and heart. It’s being vulnerable, being honest, and being open. It’s considering the rejection, the loss, or the humiliation and being OK with it and being you – a stronger you – on the other side. It’s letting others in to see.
It’s standing in the darkness. Until you are not scared anymore.
Like many, I have buckets of bravery, but not nearly enough confidence. And two things dawned on me recently:
Admitting this out loud and actively learning about confidence and how we get it, how we lose it, how we can grow it is my path. It’s what I do – I find things that are hard to do, where we have a gap in public knowledge or ability, and I figure out a way to teach it. It’s my path to learn this, to share this, to teach this.
I started 10+ years ago and didn’t know it. The reason Factor 8 is the most referred sales training company in the world isn’t just because of our curriculum. It’s our model. When we get on the phones and do what we teach, we’re not just applying skills, we’re growing confidence.
We’re asking a room full of strangers to pick up the phone and try something they learned 20 minutes ago. And we do it, together. And our facilitators stand with them in the dark. We listen, we encourage, we coach. We show everyone in the room that it’s OK to fail, it’s fun to mess up, and they don’t have to be perfect. In fact, we REWARD imperfection and risk-taking and we shine a little light into the dark room of courage. And you’ll never guess what comes out on the other side…
Confidence.
We’re in the business of teaching sales confidence. Our loyal clients and students probably already knew this. It feels like such a big revelation that it’s almost silly it took me ten years to figure it out. But now that I’m here? I’m immensely proud. I’ve always been proud of our model, our results, and the feedback we get that we change lives. But now I see how aligned Factor 8 is with my own path, my personal passions – and fears, and I’ve fallen in love with this little company all over again.
My challenge to you: Ask yourself if you’re pushing bravery at work or instilling confidence. Remember that bravery burns out and confidence is what sells. If you can help your teams grow the confidence, you’ll grow your results, you’ll keep your team longer, and you’ll all grow as humans. And isn’t that what it’s really all about?
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In the digital age, email remains a highly effective way to reach potential customers. However, crafting a compelling sales email can be challenging. That’s where ChatGPT comes in. As an OpenAI language model, ChatGPT can help you write effective sales emails that grab your audience’s attention and convert them into customers by using artificial intelligence. In this blog, we’ll show you how to use ChatGPT to write sales emails that get results.
***
I’m gonna be honest with you: I didn’t write that blog intro. Instead, I asked ChatGPT—a language model trained by OpenAI—to write it. (It’s a little formal, but not bad, eh?)
It’s hard to have a sales or marketing conversation without hearing about artificial intelligence, especially ChatGPT. It’s either the best thing since sliced bread or an evil supercomputer that’ll bring about the end of the world. Most people, I think, fall somewhere in the middle.
As a sales leader, should you be scared of ChatGPT? Or should you embrace this new technology and use it to make your sales teams better?
Although there are lots of potential use cases, in this blog I’ll focus on one: using ChatGPT to write sales emails.
A tale of two prompts: why you need to be specific when using ChatGPT to write sales emails
ChatGPT can churn out sales scripts and email templates faster than a human writer can. The question is: is it any good? And for sales reps specifically: will it get you more meetings and help you close more deals?
The answer: it totally depends!
In order for ChatGPT to work well, it all comes down to the quality of the prompt. If you have a detailed prompt that provides the AI with the right information, you’re good to go.
Compare the following examples:
***
Prompt: Write a sales email template for Factor 8.
Result:
Subject: [First Name], Boost Your Sales with Factor 8’s Sales Training Programs
Dear [First Name],
I hope this email finds you well. I wanted to introduce you to Factor 8, a leading sales training company that can help you increase your sales revenue and enhance your team’s performance.
At Factor 8, we understand that sales is a competitive and constantly evolving industry, and we’ve designed our programs to help your team stay ahead of the curve. Our training courses are tailored to meet your unique business needs and goals, and our experienced instructors will work with your team to develop the skills and techniques necessary to close more deals and exceed quotas.
Here are just a few of the benefits you can expect from our sales training programs:
Increased sales revenue: Our training programs are designed to help your team close more deals and exceed quotas, leading to higher sales revenue and improved profitability.
Improved team performance: By providing your team with the skills and techniques necessary to succeed in the competitive sales industry, our programs will help your team perform at their best.
Customized training solutions: We understand that each business has unique needs and goals, which is why we offer customized training solutions tailored to your specific needs.
Experienced instructors: Our instructors have years of experience in the sales industry, and they are committed to helping your team succeed.
To learn more about how Factor 8 can help you improve your sales performance, please visit our website or reply to this email to schedule a call with one of our sales representatives.
Thank you for your time, and I look forward to hearing from you soon.
Best regards,
[Your Name]
[Your Title]
[Your Company]
***
Okay, so it’s not terrible, but let’s be honest – there are a ton of problems with that email:
It’s wayyyyyy too long (yawn)
A lot of the copy seems canned
There’s no personalization within the email
Now, let’s see what happens when we’re more detailed in the prompt.
***
Prompt: Write a first-touch sales email template initiating contact between a Business Development Rep at Factor 8 and a mid-level Sales Manager at Meta. Structure according to the AIDA framework: Attention, Interest, Desire, Action. Make sure there’s at least one question in the body of the email. Be sure to reference our key value proposition: Factor 8 rep & manager training drives topline growth. The call-to-action for the email is to set up a 15-minute introductory call. Limit output to 125 words or less.
Result:
Subject: Increase Your Sales Revenue with Factor 8’s Manager Training
Hi [First Name],
As a Sales Manager at Meta, you know how important it is to have a well-trained team. That’s why I wanted to introduce you to Factor 8’s training programs. Our training is tailored to meet your unique business needs and goals. Our experienced advisors will equip you with the skills necessary to improve your team’s performance and drive topline growth.
Are you available for a quick 15-minute call this week? Let’s discuss how we can help you achieve your sales targets.
Best regards,
[Your Name]
Business Development Rep, Factor 8
P.S. You can learn more about our training program on our website.
***
I wouldn’t call that a perfect sales email – but it’s definitely headed in the right direction. Most sales reps could probably use that copy as a starting point, then edit and personalize to be more engaging for their target prospect.
Tip: Want to sound less formal? Just add that you want a more casual tone to the prompt.
Understand the intent behind your copy. ChatGPT isn’t a mind reader. It doesn’t know why you want to generate copy or your intended result. So just like in the example above, you need to be specific. (Which means you need to have it figured out before you sit down with the AI. It’s a robot, but don’t waste both of your time!)
Gather necessary information in advance. Before you begin the AI writing process, gather all the information you need to create your copy. ChatGPT can pull in some information, but others you’re going to need to specify or add in later.
Be as detailed as possible in the prompt. The more information you provide ChatGPT, the better and more relevant it will be. Always add the tone of your messaging into the prompt.
Fine-tune your copy. You’ll probably noticed that even with a detailed prompt, ChatGPT wasn’t able to create an engaging sales email. There’s still a gap between AI capabilities and copy that’s engaging to a human reader. Your reps (and maybe even internal your copywriters) will need to bridge that gap. Use ChatGPT as a starting point, and then refine!
Test and optimize. Like any good sales asset, once your copy is finalized, it’s important to test it to see how it performs. Create different versions and take them for a spin! You only know if you try.
In the end, is ChatGPT worth it for your sales team? The answer is: it still depends. If it helps jumpstart your creative process to help you generate email templates faster, then it could be great!
But if your reps want to use it as a shortcut instead of doing the hard work to understand the client, gather information, and compile the best ways to engage them – then keeping it all human might be the better way to go.
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There’s no denying that “something’s missing” when we move from in-person meetings to video. It’s true of team meetings, training, and especially sales calls. If video is part of your every day, how do you stand out from the crowd?
The baseline of video acumen has risen since the early days of remote work. You’ve got to go beyond the basics and use video as a tool in your arsenal. Thanks to technology, we can actually measure the effectiveness of our video meetings with AI tools.
How would you rate on a scale of 1 to 10 if we asked your prospects how engaging your sales call is?
What is Engagement vs. Sentiment?
When measuring the effectiveness of your sales calls, you’ve got to watch two things: engagement and sentiment.
For quick reference, here’s how we break down the two:
Engagement = buyer’s attention or presence on the sales call
Sentiment = buyer’s attitude or emotion towards the seller
According to Q for Sales, Uniphore’s AI-powered Sales Assistant, an engaged customer has an 83% higher propensity to buy than a non-engaged customer. When both engagement and sentiment are high, you’ve got an 89% greater chance of closing the sale.
TL;DR – Get them leaning in quickly, make sure they like you, and you’ve got nearly double the chances of closing the deal.
(Take a peek at Uniphore’s AI tool, Q for Sales, below to see how it tracks sentiment on video meetings.)
How Do You Engage Buyers (Faster)?
Nearly 29% of buyers admit to multitasking during video calls. That means that roughly one-third of buyers aren’t paying attention to you. It’s a lot harder to re-engage someone after they’ve already tuned out, so starting the call with a high level of engagement is key.
Follow these 8 steps to ensure engagement is high from the beginning of your call:
Stop sharing your screen. Engagement goes down when sellers share their screens. Why? Because sellers ask fewer questions when they’re screen-sharing. We tend to go into a monologue and talk AT the buyer, vs. carry a conversation and ask questions. It’s not about the screen, but rather our behavior while the screen is up.
Share personal information. Create a quick bond with a buyer by sharing something personal about yourself. It helps you find commonality and build quick rapport with the buyer.
Review goals and the agenda. Start the call by outlining the goals and topics of discussion before diving in. Make sure you check in to see if the buyer wants to cover any other topics or has any other questions. This is especially important when selling to the C-suite. Give them the opportunity to drive the conversation by gauging what they want to cover on the call.
Ask questions. As a general rule, the seller’s goal of the call should be to uncover as much important information as possible from the buyer. You do this by talking less and asking more questions.
Ask them to recap their challenges. Even if they’ve told you what their challenges are before, you don’t want to put words in their mouth – it’s a surefire way to disengage them. Ask them to share their current situation and challenges.
Match their energy. Imagine showing up to a sales call on a Monday morning after your 5th cup of coffee. The buyer shows up yawning and barely even awake. You want to lower your energy level to match theirs. If they’re pumped up and high-energy, match it. If they’re relaxed and calm, match it. It’s a form of empathy when you’re able to connect with buyer by matching their energy level to build trust and rapport.
Say it with a smile. Positivity is contagious. Smiling automatically has a positive effect on your buyer’s sentiment. If you want to be easier to connect to, watch your facial expressions. Do you find yourself scowling without realizing it (read: RBF!)? Then practice smiling on all calls.
Give them eye contact. It’s tough when you’ve got multiple screens with Slack, email, a presentation, and Zoom all open at the same time, but you’ve got to make sure you’re looking AT the camera and giving buyers eye contact. Tip: Put your notes underneath your camera so you can read from them while making eye contact.
How Do You Encourage A Buyer To Turn On Their Camera?
You ask them to turn it on. Easy, right? Yet 83% of sellers don’t do it. And, it’s so much harder to connect with someone when you can’t see them.
Need more of an incentive to ask? Let’s break it down with stats…
Less than 10% of the message in a conversation is verbal
Between 30-35% is in the tone, speed, or pitch
But a whopping 50% of the conversation is visual (hello,body language)
So if you don’t ask them to turn on their camera, you’re missing more than half of the conversation.
If you need a little help asking them, try any of these out on your next sales call:
“Hey, if it’s not too forward, are you OK sharing your camera so we can talk face-to-face?”
“OK, camera bullying time! No hiding! Unless you’re literally naked, please pop it on. Thank you so so much. It’s hard talking to myself.”
“I promise I didn’t get dressed up for this meeting and there’s zero judgment! Would you mind terribly going on video so we can have some eye contact?”
How Can You Tell If A Buyer Is Engaged?
They’re showing signs of active listening and attentiveness by:
Smiling
Leaning forward
Nodding
Looking at their screen
Showing their hands
Chatting, clapping, sharing emojis, etc.
How Can You Tell When A Buyer Is Disengaged?
They’re actively not paying attention and are distracted by something else. If someone is disengaged, they might be:
Looking away
Leaning back
Showing a negative facial expression
Visibly reading their emails
Playing on their phone
Off camera
How Do You Quickly Reengage A Buyer?
Notice or mention something that could be common ground – “I see that gorgeous picture in your background.”
Share something first – “I am an avid sunrise photographer. Although, I don’t see them enough lately!”
Ask a closed & follow-up question –“Did you take that yourself? It’s so beautiful! Where is it?”
The first thing is to stop screen sharing. That way you can talk and pivot the conversation. Try some of these scripts to get your call back on track:
“I’ve been talking like 5 straight minutes, and I think I lost ya’ll. My bad. NAME, what’s the next most important thing we can cover for you?”
“Hey, I think I went off track. My bad. Let’s go back to the agenda. Is this still what you want to accomplish? Quick show of hands if you’d like to move on to XYZ item?”
“Let’s take a beat here to check-in. Could you please give me a thumbs up if you’re tracking with me 100% or a hand raise if you have a question? If I lost you completely, sit very still…”
“Trust is not something you can ask for, you need to earn trust. It takes hours, weeks, and years to build it, but seconds to lose it.” Sylvain Tremblay, CRO, Uniphore
Since trust is earned, that means we all start at the bottom of the trust scale, at mistrust. Luckily, we don’t start at distrust, that’s when someone knows us and has actively lost trust in us.
Mistrust means that they aren’t sure of our character based on the fact that we’re a salesperson and their fear that we’re going to try to force them to purchase their product.
Our job as salespeople, through empathy, engagement, and rapport building, is to move up the trust scale as fast as possible. Folks, you’ll never make it to the top of the trust scale in a call or two. It takes time to build trust. The goal is to simply move up the scale faster.
How Do You Build Rapport Quickly?
We’ve all heard that people buy from people they like, but the truth is that people buy from people that are LIKE them. We’re hard-wired to connect to people that are like us. That’s why small talk was invented; to help us find common ground with others.
The key to building authentic rapport (and quickly), is to let people get to know you faster.
Here are a few tips on what you can share with buyers to build rapport:
Introduce yourself at the beginning of the call
Get your resume off LinkedIn & share something about your experience
Connect on LinkedIn with a personal message
Send a personalized video
Share some (personal) background
Add something funny
Make fun of yourself (pratfall effect)
If you want to connect to your buyer, you’ve got to give to get. Give information about yourself and you’ll get an authentic connection to your buyer.
Recently, I shared a panel with Bob Perkins, Morgan Ingram, Shay Keeler, and Dan Breault where we talked about the move to virtual selling.
It was delightful because lately, I’ve mostly been talking with traditional/field sales leaders who are transitioning their teams to virtual selling. We talk about the constraints, the challenges, and the new skills these teams need when they lose face-to-face.
The panel of long-time inside sales leaders had the opposite experience. Our teams are loving the wave of video that is sweeping all industries! We’ve literally been selling blind for 20 years and it’s a whole new Zoom world.
Whether you’re inside or field selling, we’re all virtual now. If your team is struggling to adapt and/or thrive with video selling, here are a few remote selling tips to help.
Why go video?
First, YES, you want to turn cameras on with customers. Some crazy stats were thrown around during the ExecVision Momentum panel discussion (150% increase in close rate?!). I couldn’t substantiate that one, but I did find data from Gong saying webcams are used 40% more in successful (won) vs. unsuccessful (lost) deals.
Not convinced? Here’s an oldie but a goodie – only about 45% of a message is content and tone while 55% is body language.
Even if your customer/prospect doesn’t turn on video, you should.
The last stat alone has been around for decades, so I’m going to go out on a limb and say if you or your team are struggling with adoption, isn’t due to buy-in, it’s due to one of these common resistance points:
I don’t want to be seen / I don’t look good on video
My customers don’t use video
I don’t have the right setup
I’m just not confident / I have my own routine for calls, and video isn’t it!
Let’s attack these, one by one, with the lens of helping leaders coach their teams to adoption. Here are my remote-selling tips using video.
#1 – If your team doesn’t feel camera ready, share a few tips:
Put your webcam/laptop up six to ten inches so the camera is toward the top of your head. Everyone looks better when shot from above!
Put an adjustable light by your camera or a window w/ natural light behind it. Side lighting, low lighting, bright lighting – none of these help us love how we look!
It’s time to talk about a new ‘get ready for work’ routine! Listen, I loved the era of no video because it meant sweatpants and a hair bun all day. It’s over. Get ready for work as you used to. Do your hair, iron your shirt, and be grateful you don’t have to wear socks and shoes.
Leaders, it’s OK to go here. It’s your job to go here. Don’t let your team show up in a ballcap and torn T-shirt with backlighting and a webcam that looks up their nose. It’s on you.
#2 – If your customer doesn’t use video, it’s OK to ask them to do so. Here’s what I say:
“Hey, if you’re comfortable, I’d love to meet you face-to-face via video! Don’t worry, I’ve got on yoga pants and flip flops too – and it definitely isn’t a great hair day. No judgment!”
Video is a chance to connect face-to-face and asking for it is another opportunity to get human and connect at this level. I openly share that my kids may interrupt wearing their underoos and thereby make it OK for them to be human too.
You may also try setting it up ahead of time. When booking/sending the meeting request, let them know you’ll send it with video and you hope they’ll come on camera and meet face-to-face.
Be prepared to walk a customer through the video process – we all use different technology and they may feel unprepared and uncomfortable as well. Helping them through this further connects you.
When they do get on screen, take a moment to stay in this human space. Comment on background, pictures, window scenes – anything BUT the pile of laundry and dishes that might embarrass them.
#3 If the setup is the issue, find the budget to help. Get a good camera, upgrade to get the virtual background, buy a divider screen, and buy a $30 light. Help set up the camera so it’s a few feet away (or use the Zoom feature) so their head and shoulders are in the frame down to about chest height.
Partner with your team to make this happen, because virtual and video are NOT going away. Don’t let your customers get out in front of you because you didn’t spend $100 to help your team look good and feel confident. This action is ours, leaders!
#4 – The final objection is ours to own as well. If old habits and resistance to change prevent the cameras, help them build these muscles. Run your 1:1 and team meetings with cameras and do a few joint video customer calls. They’ll see it work, feel the connection, and use these new muscles to help the resistance fade.
In short, we need to set the expectation, partner to help us look and feel good, and work together to build new habits. If we aren’t, we’re simply leaving money on the table.
Hear more of LB’s tips on how to ask your prospects/customers to turn their video on below:
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Call bridging is the art of gaining the next call before leaving the current conversation. It’s a critical skill if you’re used to face-to-face selling and now working the phones.
In my previous posts, I talked about call productivity and setting call goals as critical skills when transitioning from traditional selling to virtual selling. It’s because we often accomplish less on phone sales calls than in traditional face-to-face sales meetings. But we only build a pipeline when we’re able to execute multiple calls. The key to getting multiple calls is Call Bridging.
Call bridging happens at the end of a call. It’s a key phrase or question that paves the way for calls #2, #3, etc.
How to Use Call Bridging to Secure a Follow-up Sales Call
When it’s an established relationship, it’s as easy as setting up the next meeting. The key here is being sure you’re showing value during the ask. Everyone is busy and we’re easier to blow off (blow out for my UK friends) when we’re on the phone. It sounds like:
“This has been fantastic Mr. Customer. Thanks for the insight. We didn’t get a chance to cover XYZ, nor for me to share some insights I’ve gained from my network that I think you’ll find valuable. Let’s set up a follow-up call. Does this time next week work for you?”
Note: We aren’t saying that we need to cover key insights about our product or service. We aren’t saying we need to learn more to sell more. We’re offering “cross-pollination” value or the voice of our collective customer in the industry. This intel is a hot commodity!
If it’s a colder outreach, we may need to be more assumptive and simply GIVE ourselves permission. It sounds like:
“Thank you for your time and insight. I’ve learned so much from you and want to return the favor. I’ll call you back later this week so we can finish up.”
There are a million variations of this. Think of them as bases. A home run is their agreement to a follow-up, an appointment set and on the calendar, AND they bring another party to the call or take an action item (we call this “Getting Deals Moving” – Check out The Sale Bar for a full class on the subject)
Third base might just be an agreement to meet and an appointment set.
Second is their agreement to take your call.
First base is them basically NOT saying, “No, don’t call me back.”
Make it a habit to always bridge to the next call. Go for the home run and even if you land at second you’re doing better than starting over cold.
Bonus tip: Send the calendar invite even if they don’t agree or accept the invite. It will show up on their calendar even if they don’t accept it and they may be more willing to pick up the phone when you call (you MUST call during this time! Don’t just set a task to follow up, put it in your calendar too!). And if they don’t pick up, you’ve at the very least gained some mind share and a little bit of guilt on your side. When they do finally take your next call, they may even apologize and/or be a touch more open.
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Congratulations on your promotion to AE! Transitioning from an appointment setter, qualifier or SDR/BDR to an Account Executive who carries a revenue quota and closes deals is a BFD. Here are five skills that can help you make goal faster!
1. Slow WAY Down. As a BDR, the game was speed. A hundred calls, ten conversations, and one yes. The good calls were under 10 minutes and you were careful not to dive too deep. As an Account Executive, it’s a common mistake to try and also pack your calendar with cookie-cutter demos in the hopes 10% will close. Be better.
The Account Executive’s role is to add so much value to the prospect that they overcome their resistance to change and buy. That won’t happen in 10 minutes or 60 minutes, and it won’t happen the same way each time. So slow down and get to know the prospect. Why did they take the meeting? What’s happening in their world? Why is it a challenge? Why is it important to fix? What have they tried? What happens when it’s better?I could keep going here, but I hope you get the picture. Spend time instead discovering their situation AND their top priorities and values because these are their motivators to change. At Factor 8, we’ll give you a gold star if you don’t share your screen or your solution once in the first call. Truth: we don’t give out a lot of gold stars.
2. Be SWIIFT℠. Heard of that before? It’s the opposite of WIIFM and it means, “So, What’s In It For Them?” We want you to take this to the extreme and make as many of your calls as possible about them instead of you. The average AE will ask 3-4 questions and then launch into their slides/demo/solution.
This hurts them in several ways:
They come off like a typical self-centered salesperson
They leave opportunity on the table by not digging out the whole need
They haven’t found a personal connection or the prospect’s motivation
The prospect quits listening and goes dark
So, go deeper and seek to understand. Seek to help. Make it all about them for the entire first call and as much of the second and third as possible. Even during your demo, we teach you to only cover a specific and abbreviated number of items and to stop sharing at least 50% of the call. Ditch the sales speak and value props and pitches and competitive data and do all you can to understand and add value.
3. Bridge Every Call! Unlike your old job, closing deals will take multiple calls. Always set up your next call before getting off this one. Like, always. It’s called a bridge. The best bridges have appointments booked in the calendar with invitations and agendas sent immediately. If we can’t get that, they at the very least agree on a day you will call back (and try to get them to block the time!). This simple skill takes 3 minutes to accomplish and will save 3 hours of time chasing down leads you thought were interested but who won’t return your emails. It’s sort of like “never wake a sleeping baby” – never hang up on a live prospect (without bridging to the next call).
4. Be a Calendar Ninja. Suddenly you need time in your day for more than just outbound appointment setting (but pretty please still do that too!) Get strategic and block times in your calendar for research, client meetings, follow-ups, emails, and outbound prospecting. You’ll also need time to build your custom proposals/demos/solutions for clients. It’s a lot more to juggle! You may even be used to a tool telling you who to call and when if you used a great sales cadence solution like Outreach. But now you need to be strategic about when you call, build, respond, and research. It’s easy to get buried in emails and snoozed CRM tasks, and NOT systematically and proactively review your CRM for actions to take to keep your pipe full and leads warm. It’s a common mistake and it takes serious time management skills.
5. Master the Meeting. It can be intimidating to move from a 10-minute 1:1 call to running a pitch to a prospect team. 60 minutes, 5 people, and LOTS of pressure (and doing it virtually to boot!) To run a killer sales meeting, always start with an agenda and introductions. Think of it like you’re hosting an open house. Thank people for coming, learn something about them, find out their goals, and put them at ease. Remember, these meetings are as much about YOU as your solution, because people buy from people they like, and nobody likes being instantly pitched!
Try dressing up a level, add some professional flair to your background, use your rapport-building techniques, and do everything you can to get cameras ON and screen sharing OFF (a Gong study showed that discovery meetings run with you sharing slides means you do most of the talking instead of the other way around). Share your agenda and ask if they have specific questions or items to add before diving into the meat of the meeting. And always be sure the meat starts with SWIIFT℠ questions instead of your pitch! Practice kicking off meetings with a few colleagues until you sound and feel confident!
There’s a lot to master in your new role, but these five skills will help you stay in front of the learning curve!
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Plenty of sales reps love the convenience of email and LinkedIn prospecting. But rapid-fire, stock messages do little to build rapport and trust with your prospects.
That’s why, as much as some people despise it, you have to pick up the phone.
As young reps continue to phase into the sales force, there is a growing challenge for them to get beyond the keyboard. And while the pandemic certainly didn’t help matters, fostering those face-to-face (or voice-to-voice) connections has become more critical than ever.
Suffice it to say that salespeople can’t afford to rest on their laurels. We have to fight harder to build pipeline, persuade prospects, and win deals.
That means moving from behind the keyboard, picking up the phone, and utilizing videos in prospecting.
If you’re ready to crush it, here are seven tips that can help our reps make the most of phone and video in their prospecting efforts.
1. Don’t rely on email alone
It’s important to connect with people on social and email, certainly. But think about it: when’s the last time you bought something over email?
Never mind that people are wary of scammers and phishing attempts. No one buys from text on a screen.
People buy from other people. More importantly, they buy from people they trust.
That doesn’t mean you shouldn’t use email. But there are ways to make email more engaging and personal.
So if you’re relying on a “spray and pray” approach to email where you’re sending as many as you can hoping for something to stick, just stop. You’ve got way more tools at your disposal.
2. Make your videos watchable
Just getting started using video in your prospecting efforts is a great first step. But if you really want to maximize your chance of success, then you need to make your videos as watchable as possible.
Most people drop off of videos 70-80% of the way through. So it’s important to structure your video so you get their attention and deliver necessary value as quickly and efficiently as possible—before they click away.
Here are some tips to make your videos more watchable:
Start with empathy. Show the prospect that you truly understand the problem they’re facing.
Lead with value. Catch the prospect’s attention by offering something to help with that problem as early in the video as possible.
Use a list to structure your video. “3 things before our call tomorrow,” or “4 things I noticed on your website.” That will help make the video more scannable and increase the prospect’s likelihood of retaining that information
Caption your video. Adding captions to videos can increase the watch rate by up to 80 percent. Captions also help with scannability.
Put your call-to-action in the middle. It logically makes sense to throw the CTA at the end. But by that point, most people have dropped off. Put it in the middle to increase the likelihood that people will actually see it.
3. Use the prospect’s name off the bat
The first few seconds of a video are key to getting your relationship with the prospect off on the right foot. One great way to do this: use the prospect’s name.
This goes back as far as Dale Carnegie: people perk up when they hear their own name. When you use their name, you set the tone of the relationship as a familiar one, which increases their likelihood to trust you.
What’s more, when you use a prospect’s name in a video, it’s proof that you aren’t batch-sending messages. You’re taking the time to record a personalized message, which shows that you’re putting effort into building that connection.
It’s no surprise that phone calls used in tandem with email help to increase the likelihood of a response.
The problem, however, is that only 10% of sales reps make more than three attempts to reach a prospect. Calling more than three times may seem like a lot, when you consider that it takes anywhere from seven to fourteen touches to get a conversation with a prospect, then frequent follow-up is key to making that conversion.
Also remember that while email and social media are powerful tools, they have one purpose: to get you on a call with the prospect. That’s the only way you’ll be able to sell them.
5. Don’t waste time following up if your data is incorrect
Spray and pray is popular because it’s quick and easy. Even if half the data is incorrect, you’re spending so little time on each prospect that it nets out positive.
But when you’re taking the time to follow up multiple times, record videos, and build relationships with prospects, investing in the wrong people can be a significant time sink.
That’s why it’s important to do your homework. One tip we recommend at Factor 8 is if you get a voicemail, hit the 0 button to find the directory or talk to someone else in the company.
What I tell people is: try to be James Bond for about 10 dials. You’re going to learn something critical that will help you find the right person or provide you with important information that you can then use to land the deal:
Who reports to who?
What system do they have?
How long has your decision maker worked there?
Are there any current projects that are a priority?
How many employers/locations are there?
Other key influencers that you should include in the process?
Use your personality, talk to people, and get some critical account information that can help you become more successful as you build your relationship with them over time.
First of all: sales qualification is not the same as lead qualification. The latter is a marketing indication that a prospect may be ready to buy due to their engagement. Sales qualification is about how much money you can make with a particular account—what’s the potential that they’ll buy from you?
There are a number of factors that go into play here:
Size of sales team—more reps means more revenue
Is the company B2B or B2C?
What tools or platforms does the company already have (especially important if you sell SaaS)?
Do salespeople have to acquire their own tools or does the company provide them?
One great tip for this: don’t blow past the gatekeepers! In your haste to get to the decision maker, you may end up missing the opportunity to gain some vital information on the company that can help you tailor your video and phone communications.
If marketing could source leads and close deals on their own, we wouldn’t need sales.
The reason you have a job is because salespeople can do something marketers just can’t. You weren’t hired to send canned messages. Marketing can do that more efficiently than you.
Salespeople are there because personality makes a huge difference in how prospects feel about potential vendors. For many businesses, it’s the people that are the differentiator between themselves and their closest competitors.
So let people get to know you. You’ve been hired to be a personality. Use it!
I get it – you don’t want to come off as the “used car” sales rep and hound someone to get your deal finalized. Or maybe you’re just nervous and don’t have the full confidence to take that last step.
Let me help you out here – take a look at the graphic below of the buying funnel. Most prospects are stuck up in the top half – they’re in research mode!
When you lack the confidence to ask for the close, you’re letting them stay in an endless loop of research and evaluation without clear next steps. The reality is you should be offering clear steps on the VERY FIRST CALL to lead them into the evaluation phase.
Think about it like this: when you go to buy coffee in the morning or stop to pick up lunch, do you walk up and order? Or do you wait for someone to ask you what you want? You probably stared at the menu figuring out what to get and then someone asked if they could take your order, right? They prompted you out of your research and evaluation mode into the bottom half of the funnel!
Helping lead them into those next phases is the core of being a sales rep! It’s not pushy, and not doing it shows a lack of confidence. This is where you decide if you are a true salesperson or not.
Remember: Closing. Helps. The Buyer.
You Don’t Know How To Ask
If you’re worried it sounds too good to be true – it’s not! You can literally just ASK them questions to inch closer to the close. Okay, so the reality is that a lot of those go-to closes rely on cheesy or crappy tactics. Here are a couple good questions and statements for closing sales to steal:
Ask a Question:Did we solve the problem? Did we meet your needs? Ready to move onto the next step?
Make an Assumption:We’ll get this nailed down and start next week. When do you want to take delivery? (You’re acting like you’re already involved in the next step!)
Which pitch: Which solution is a better fit right now? Which option is a better match for budget? Do you like option A or option B?
Timeline: You mentioned wanting XYZ in place by next month – working backward we’ll need to ink the contract by next week.
Add-On: If we can get this wrapped up by the end of the month, we can throw in an extra license and a live training.
Don’t make the super embarrassing mistake of lacking customer insight and information by the time you get all the way to closing!
CSO Insights estimates that 26% of deals are actually LOST because sellers weren’t fully aligned to a buyer’s needs before closing. Save yourself the time and hassle by making sure you know these before you get to close:
What is the agreed customer goal or pain?
What is the “why” behind the buy/value to them?
What’s their budget & timeline?
What does their buying process look like?
What is their current state vs. desired state?
Are there other options/competition?
Any personal motivation here?
(Hint, if you need help coming up with a pitch that aligns with their value – check out SWIIFT℠!)
Closing is a muscle just like anything else – if you aren’t exercising it, you’re not going to know what to do with it when the time comes to use it!
You can close every single call you have with something we like to call closing for commitment.
Think about football for a second. You’ve got your first downs to lock it in – and instead of having to go all the way back, you get to start on THAT yard line. Now when you apply to this sales – even if it’s something small you’re getting a customer to make a commitment to you. That means next time you’re starting from THAT point! You’re taking up mindshare with them.
Here’s an example:
You’ll never have to ask yourself if it’s closed because you will know and you will OWN exactly what you need to do.
Can you guess the most critical stage when it comes to closing?
Gong did a study on this, and believe it or not – the qualification stage is MOST important. Close rates decline by 71% when the next steps are not covered on that first call. Plus – deals that closed the fastest spent 1.53 times MORE talking about those next steps compared to other deals.
If you have a well-defined sales process, you’re 33% more likely to close your deals (TAS Group). And if you don’t know how to gauge when that is or how it plays out – do a trial close! Try something different!
Sometimes you have to abandon your sales script, and that’s okay.
The more confident you get with closing, I promise the easier this gets. So don’t be afraid to get out there, practice, and remember that there’s a closing strategy for each and every one of those fears you might have. You got this – now go get those deals!
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How many of you have been on the receiving end of a sales call, bored to tears while the rep on the other end just keeps rattling away? Probably ALL of us.
So what’s the secret to keeping your customers from slowly falling asleep – whether it’s on the phone or a video call?
Here are some quick and easy tips to boost prospect and customer engagement on your next sales call!
The easiest way to tell if you’ve got them engaged is if THEY’RE the ones talking.
One of the best tools you have in your arsenal as a seller is asking the right questions – NOT spewing your value prop and pitch.
Make sure you know the difference between a closed and an open-ended question. A closed question is going to get you nothing but one-word answers. You can start with them, but make sure you have open-ended questions to keep them talking!
“Do you have a current service provider?” (closed) is going to get a yes or no.
“What’s your biggest struggle with your current service provider?” (open) – that’s going to get you a LOT more.
And if you get a good hook in one of their answers, don’t be too quick to just move onto your list with the next one! The more you can make it feel like a conversation and show you’re actively listening, the more engaged and natural the flow is going to be. Show them you care by connecting with them.
Here’s an easy summary:
Closed questions = get them warmed up.
Open questions = get them expanding.
Follow-up questions = take them to the next level of expansion.
Read Body Language
If you’re using video on your sales call (HIGHLY suggest this, folks), then you’ve got to focus on their body language. This one might seem like a no-brainer, but here are a couple things to watch for.
Are they muted? They’re not planning on talking.
Looking off to the side or down? They’re working on emails.
Are they propped up? They’re BORED!
If you see any of the above – stop what you’re doing, end your screen share, and get back to a conversation to re-engage them.
Don’t Be Afraid to Get Silly
I’ve been there, with a video call full of people slouched over who couldn’t give a hoot what I was going on about.
You know what I did?
I turned off the presentation, I started cracking some jokes – a little bit of razzing to the guy who came late, asked someone else a question, pinned something funny on another person – and it WORKED! People sat up, they got off mute – they wanted to participate!
It’s okay to take a step back, and it’s okay to get a little silly to get them engaged again.
