Getting Promoted to AE: 8 Critical Skills You Need to Master ASAP [Webinar Recording]
Getting Promoted to AE: 8 Critical Skills You Need to Master ASAP
[Video Recording]
[Video Recording]
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.
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.
[“Sales Shot” Workshop]
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:
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!
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.
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.
For example, emails that use video get a 96% higher click-through rate than those that don’t. It makes sense: video shows off your face, which helps to foster that personal connection.
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.
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:
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.
WATCH: 10 Tips for Building Human-to-Human Connections on Sales Calls
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.
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:
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.
READ MORE: How to Use Sales Intelligence to Boost Profits
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:
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.
READ MORE: How to Build an Account and Lead Qualification Strategy
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!
If your sales team struggles to use phone and video effectively, Factor 8 can provide the training and resources needed to get everyone up to speed. Learn more about our training and coaching services here.
So you put in the hard work, you hooked your prospect, you got to the decision-maker, and you’re at the finish line – it’s now time to close the sale.
Time to celebrate? Not quite yet…
A shocking 64% of reps don’t actually end up closing the deal. (and unsurprisingly enough, only 10% of customers will close themselves).
So, why aren’t most reps closing? Hint: there are 5 main reasons.
Keep reading to learn our top sales closing techniques. Buckle in, folks!
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.
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:
DOWNLOAD: How to Transition to Close
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:
(Hint, if you need help coming up with a pitch that aligns with their value – check out SWIIFT℠!)
READ: SWIIFT℠ Selling Methodology
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.
Always plan for the win!
READ: Increase Close Rates Fast With This Technique
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.
Read: Quickly Transition to Close on Sales Calls
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!
[“Sales Shot” Workshop]
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 Best Sales Script To Get A Buyer’s Attention
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!
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:
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.
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.
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.
READ: Quick Tips for Running an Engaging Demo
Try using one of these tips on your next sales call and I guarantee you’ll be surprised how easy it can be to get customers to open up!
[“Sales Shot” Workshop]
Being in sales is the busiest job in the world – hands down.
If you’re a leader, you’ve got a ton on your shoulders between leading your team and establishing a strong company culture. Managers – you’re constantly battling fire drills and balancing your own daily tasks, all while coaching your reps. And reps – say no more! You’re on the phone for hours at a time, making hundreds of calls a week in between various other tasks.
Unfortunately, 66% of those ‘other tasks’ are statistically useless. Meaning, that time is devoted to non-revenue-generating activities.
But the good news is: you can gain back hours of your day by following at least one of these time management tips. Lucky for you, I’ve got 5!
READ: Top 8 Sales Management Productivity Hacks
Guess what: YOU own your time. You get to make the choice what to prioritize and how to handle what comes your way. The best thing you can do is PROTECT IT!
Block your calendar, get comfortable saying ‘no’ to things that interrupt your workflow or cut into call time. Set boundaries and stick to them. Guard your time, communicate expectations, and get to work.
The other day I had a rep reach out for a meeting and she wanted to give up her time block to schedule our meeting. You know what I said? NO! BIG MISTAKE! I made sure she honored her calendar and let her fit me in somewhere else.
Remember: there are lots of things in the day as a rep that you just can’t control. You can’t force someone to pick up the phone, you can’t make a lengthy conversation go faster to hop onto your next call, you can’t control if you get a call back.
But what can you do? Stick to your schedule!
READ: 4 Time-Saving Prospecting Strategies
Sounds simple, but think about the calls you’re making and what your schedule looks like. Does Client A work night shift? Do they work on the east coast and you’re west? Are they in another country altogether?
Mapping out your day is going to SAVE you time down the line. You’ll want to categorize your to-do list by the following:
(Note: Don’t forget to plan around time zones!)
DOWNLOAD: Virtual Selling Cheat Sheet
Set it and actually DO it. Make that your main mission, your top priority, the thing you sit down to do first and accomplish. Consistency is key here to make sure it actually sticks! Do this every day and it REALLY helps.
Don’t go on autopilot and sit down to check your Slacks, emails, or get into your morning routine. And while you’re at it…
Remember what I said about 80% of your day being wasted on non-sales items? That’s probably because your phone is blowing up with a phone call from mom, texts from your college buddy, social media notifications, Slack messages, etc. etc.
Put your phone on silent, turn off notifications, and focus on what’s in front of you. The ONLY thing you should be working off of is your calendar (or task list) – it will dictate who you need to talk to and when.
This is going to help you make sure you’re getting to all those calls in a day without the distractions.
If you’ve been pushing the same email to the bottom of the pile for the last two weeks, chances are it isn’t that much of a priority. When you’ve got a task at hand – DO something with it. Either respond and finish it so you can put it away, schedule it to a time you can actually take care of it, or delete it if it’s unimportant.
Whatever you do – don’t just leave it and keep pushing it off. You’re wasting time revisiting the same old piece 3x instead of just touching it once.
READ MORE: 10 Tips for Sales Success from A High Performer
Don’t overcomplicate it. You’ve got a busy enough day, but by adding in a little bit of effort and strategy, you can take back that 19% and get to what you do best: selling!