5 Sales Challenges You’ll Face (and What to Do about Them)

Once you identify a sales lead, qualify it, and agree to pull together a proposal, you still face many challenges as you navigate the sales process. In a recent interview for her blog, sales strategist Jill Konrath and I talked about some of those challenges.

I thought I’d elaborate on five of the challenges in my latest newsletter. In short, those five challenges are:

  1. Manage Perceived Risk
  2. Respond to New Decision Makers
  3. Craft a Compelling Win Theme
  4. Understand How Clients Use a Sales Proposal
  5. Don’t Shoot Yourself in the Foot

If you want the full story, click over and read the article in this month’s issue of The Guerrilla Consultant.

Making the Case for Change

A harsh reality of selling professional services is that clients can always find more reasons to say no to proposed changes than to say yes. As you work through the sales process, anticipate resistance to change from at least the sources below.

A convincing case for change addresses these seven organizational barriers:

Barrier What You’ll Hear What to Do
Inertia: Predictable resistance to any change. “Why should we do this now?” Contrast present to proposed future in terms of potential value.
Indifference: Failure to take ownership of the issue/problem. “Not sure why I’m involved, but I’ll go along if I’m told to.” Point out the impact of the present conditions and ramifications for individual stakeholders.
Cynicism: Doubt that proposed change will do any good. “We tried this before and the effort fell flat.” Illustrate the plan for achieving results.
Risk: Perception that proposed change has too much financial, operational, or personal risk. “You want to do what?” Acknowledge all reasonable risks and describe your approach to mitigating them.
Cost: Concerns over known and unforeseen cost of the proposed service. “There are just too many other budget priorities.” Create a compelling case for what the organization will gain.
Priorities: Belief that other projects, initiatives are threatened. “So, we just pile this on everything else?” Discuss strategies for managing disruption and managing the project.
Effort: Perception that the undertaking is too complex to complete. “We’d have to hire an army to get this done.” Offer examples of how you have handled similar work in the past.

Just Say No to RFPs

Recently, I asked some consultants if any of them had found responding to RFPs a productive way to land client work. As I expected, no one raised a hand. When I ask clients if they think RFPs are effective, I get a similar response. If clients and consultants agree that RFPs don’t really work, why are we still using them?

Well, I don’t think we should be, and that’s the subject of this month’s issue of The Guerrilla Consultant.

Read the article.

Interview: Jill Konrath on SNAP Selling

Jill Konrath is a leading sales strategist and the author of Selling to Big Companies, and SNAP Selling: Speed Up Sales and Win More Business with Today’s Frazzled Customers. Konrath offers practical strategies to help you reach the right client, with the right offer, at the right time.

In this podcast interview, we asked Konrath how today’s services buyers view sellers and their offerings, and how we can be responsive to the realities of this market.

Get our podcast interview with Jill Konrath.

Committees

When a prospective client says, “We have a committee handling the selection process for this assignment,” you might feel the urge to pack it up and head back to the office.

Maybe it’s called by another name–a task force, work group, or an evaluation team–but journalist Richard Harkness once observed that a committee is “a group of the unwilling, picked from the unfit, to do the unnecessary.”

For companies steeped in the committee tradition, though, members can take comfort from the knowledge that they have little or no personal accountability for their decisions. If you ask about a decision that didn’t go your way, for instance, they can pin the blame on “the committee” and dodge your inquiry.

No matter what clients tell you, a committee isn’t a decision-making body at all. Someone (or a small cadre) on that committee is calling the shots. The others may have veto power, but they rarely have the influence to counter the wishes of the real decision maker(s).

Playing only to a committee as a whole is a fool’s errand. As with any sale, your job is to find the decision makers, understand their perspectives on value, and co-design a solution with them that outshines anything your competitors can offer.

If you’re facing a selection committee and you haven’t any idea who has influence, or where the power lies, think twice before jumping into the fray. There’s a high likelihood that one of your competitors does know the lay of the land.

I’m not suggesting that you walk away from clients who use a committee process (though some consultants choose to do that). But you do need to find a path to the real decision makers on a committee and appeal to them.

If a decision maker rebuffs your efforts, you may already be out of the running. So don’t be surprised if you eventually hear your committee liaison say, “Sorry, you weren’t selected for this project. The committee opted to go in another direction.”

Nudging Clients toward Commitment

We’ve all been involved with sales opportunities that seemed to take forever to close. In spite of our best efforts to move the process along, someone or something conspires against the sale, and it drags on.

While many of the tactics you might use to “speed up the client’s buying cycle” could lead to a win, they could also work against your long-term interests. That’s the subject of this month’s article in The Guerrilla Consultant newsletter. Read the article.

What’s Your Story?

In an earlier post, I outlined the five essential elements of a winning sales strategy, which together give you a better chance to win any services sale:

  1. A Compelling Story – Help clients see their future and your role in the story.
  2. An Airtight Case for Change – Why your client needs to make a change now.
  3. A Comprehensive View of Value – Address obvious and unexpected sources of value.
  4. Mitigation of Risk – Take the reasons to say no out of the equation.
  5. Trustworthiness and Trust – Transform trustworthy into trusted.

First up for a more detailed discussion is how to offer clients a compelling story.

It’s not exactly a newsflash that stories are a powerful tool for communicating ideas. You don’t have to look far to find many articles, books, and workshops on crafting the perfect story. If it’s true that we’re all enamored of a good story, why do so many sellers leave their best stories behind when they head into a sales meeting?

Maybe sellers (and their managers) believe it’s just safer to stick to the facts. Well, think about the last dry, fact-based sales presentation you listened to. If you were still awake when the speaker finished the corporate overview, you likely still had to endure a heavy dose of unreadable slides, dense charts, and generic case studies.

Lulling clients to sleep like that during a sales meeting is hardly a safe bet. But sellers do that, over and over. The good news is that leaves plenty of opportunity to connect more effectively with clients and strengthen your position by animating your presentations with stories.

In any services sale, consider using stories with at least two aims. First, help your clients understand the need for change. Your stories can confirm or illustrate the urgency for the client to take action and also address resistance to change. In short, the story should breathe life into the problem or issue the client is facing by showing the implications of maintaining the status quo.

After all, the toughest competitor you’ll usually face is the client’s “do nothing” option. To beat that competitor, you’ll need more than a handful of facts. A good story can help push through the natural inertia that prevents change.

You could craft stories that show how others met similar challenges, but it’s best to highlight precisely how the issue impacts your client. You might tell a story about how unresponsive information systems affect customer service, for example. Or you could relate how one of your client’s best customers suffers as a result of seemingly small errors in the information your systems generate.

Maybe you have a video of the customer talking about late shipments, unknown order status, and incorrectly shipped packages. You could underscore the point by showing how the client’s sales reps and warehouse workers struggle with the customer complaints that arise from the systems problems.

What’s important is to tell the story behind the facts. Don’t just report that customer complaints are on the rise. Let your client hear from the customer directly via quotes, video, audio, or in person. Nothing connects with clients faster than experiencing the impact of the current issues on customers, employees, and others.

The second point of using a story is to paint a picture of the client’s future once the proposed project is done. Too many sales presentations and proposals get bogged down in unimaginative descriptions of “deliverables” and “end products” and lose sight of what the future will really look like. Offering a laundry list of “value” may seem to be a good way to comply with your client’s request, but think again.

Everyone you compete with will generate that same list. When the client compares your proposals side by side, it may be impossible to tell one firm from another. Once that happens, you’ve lost any advantage you might have had. Using a story of how your client’s business will change adds a compelling dimension to your proposal.

You can begin with relevant testimonials from other clients to tell the story of how you changed their businesses. If possible, get those testimonials in more than just written form. And be sure each testimonial is tailored to fit your client’s challenge.

But you can do more.

Why not ask your client’s customers to comment on how their lives will change if the proposed project is successful? And don’t forget the client’s employees. They can add to your narrative of what the future holds if your client achieves your vision of the future.

You won’t always need to tell an elaborate story with video interviews and extensive testimonials, nor will your client necessarily want that. But, as a rule, think about how you can use stories to enliven your sales strategy. Sticking to the facts and figures may be comfortable, but that strategy can easily backfire.

If you’ve read about the power of stories, the first thing you learn is that we’re all “wired” to learn through stories. Given that so much of selling is an educational process, why not use every tool at your disposal, including the story? Your clients will thank you.

Five Elements of a Winning Sales Strategy

Most of us know what it’s like to lose a sale that we thought was a sure bet. Even when a sale seems to go exactly as planned, you can still find that the project was given to someone else.

It’s always possible to lose a sale for reasons that you can’t control. Maybe the client was set on choosing another firm no matter what you said or did. Usually, though, you can trace the reason for a loss to a shortcoming in some aspect of your sales strategy. Your competitor may have done a better job showing the client a view of the future, for example.  Or maybe you didn’t make a compelling enough case for the value you would deliver.

As you move through the sales process, it’s helpful to keep five essential elements of a winning sales strategy in mind. If you neglect any of the elements below, you’re adding unnecessary risk to your sales process.

  1. A Compelling Story – Help clients see their future and your role in the story.
  2. An Airtight Case for Change – Why your client needs to make a change now.
  3. A Comprehensive View of Value – Address the obvious and unexpected sources of value.
  4. Mitigation of Risk – Take the reasons to say no out of the equation.
  5. Trustworthiness and Trust – Transform trustworthy into trusted.

In the next week or so, I plan to write a series of blogs to highlight how each of these elements contributes to winning the sale. I’ll also suggest how you can incorporate each into your client sales efforts.

Buyer Remarks You Don’t Want to Hear

During the sales process, clients give us clues about their intent. Sometimes, a client’s off-the-cuff comment offers more insight than what you learn any other way. Whenever you hear variations on the themes below, you might pause and reflect on whether you want to leave the sale to someone else.

  • We expect budget approval next month, but we need your proposal now. Remember, without an approved budget, there is no project.
  • You will need to deliver your service a lot faster than that. To accelerate any project, you’ll need to review changes to scope, objectives, the team, and fees.
  • We tried to do this once before but the people we hired dropped the ball. Project failures are rarely caused solely by an outside service provider.
  • We will name our project manager as soon as we decide who gets the contract. Once a manager is announced, expect changes to your project plan.
  • Another consulting firm wrote the outline for our Request for Proposals (RFP). Be sure the project isn’t wired for your competitor.
  • We have 12 proposals under review as of now. Is your client serious or kicking tires?
  • We are insisting on a fixed-fee, fixed-schedule proposal. You may be able to offer either a fixed fee or a fixed schedule. But beware of offering both, as that could be a recipe for disaster.

Engaging a Virtual Audience

Roger CourvilleThese days, presenting, meeting, and working in the virtual world are expected. But connecting with an online audience has its challenges. I asked webinar expert, Roger Courville, for a few tips on how to approach and succeed in this new presentation environment.

McLaughlin: What’s the most common misconception about presenting in a virtual manner, as opposed to in person?

Courville: Misconception number one is that you don’t need to adapt your presentation approach to a new medium. Studying communications teaches that the medium of communication changes the way messages are sent and received.

This is obvious when you think about telling a story in a book versus a movie; the discipline of telling the same story is different for each medium. It’s less obvious when you think about making a presentation in a web session because you’re speaking and using PowerPoint.

McLaughlin: Is that because you can’t see your audience?

Courville: Exactly. But that is thinking about, “What I lose” instead of, “What are the tradeoffs.” If you focus only on the fact that you lose body language or other aspects of in-person communications, presenting virtually will forever be a “poor alternative” instead of an “option with new opportunities.”

Presenting virtually gains you the huge benefit of extending your reach with audio-visual communications, and it adds the flexibility and power of influence that only comes with a live connection between presenters and audiences.

McLaughlin: Is there a good technique for improving audience engagement and getting feedback on how the audience is receiving your message?

Courville: Web seminar solutions have all kinds of tools built in, including polls, attention meters, and so on. I coach people to start in one place: If you do nothing else, get familiar with the Q&A or chat capability AND (and this is a big and), figure out how to monitor it in real time.

McLaughlin
: You mean instead of waiting until the end of the presentation for questions?

Courville: Yes. The goal is to figure out how to connect as naturally with people online as off. With an in-person event, we do this by responding when we see a hand go up, right? If you can’t see a “hand up,” you can’t respond and your audience engagement level goes down. It’s like becoming a pilot…you have to learn to fly by sight and by your instruments.

McLaughlin: If you could give just one piece of advice about becoming an effective virtual presenter, what would it be?

Courville: Plan how you’re going to interact and rehearse it. Use a poll, stop for questions in the middle of your presentation, use a moderator, plan a spontaneous question, and even plant one if it helps.

And give yourself a grace period. Remember a time when you hopped into an unfamiliar car, went to turn on the lights and the windshield wipers start flapping? Presenting online isn’t hard; it’s just different. Never wing it…that’s a recipe for sub-par performance online or off.

Roger Courville is the author of The Virtual Presenter’s Handbook. He is also co-founder and principal of 1080 Group, LLC, a consulting firm that helps clients to design and optimize web seminar programs. You can reach him at roger@1080group.com.