Professional Documents
Culture Documents
By Justyn Howard
justyn@passivepipeline.com
Many of the tools I wrote about in 2007 have been replaced with more
powerful and easier to use resources.
Sell Smarter will give you new ideas and increases in efficiency. There
are lots of ways to be more effective in your work, many of them
coming from advances in intuitive web technology. Consider this book
an opportunity to grow your skill-set and leave your competition and
coworkers wondering how you blew out your sales quota in the midst
of a recession.
I hope you embrace the ideas presented. If they help in some way,
please recommend this book to a friend or colleague.
- Justyn
iii
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Table of Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
What You Will Learn . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
What’s Possible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Blogging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Why Should Sales Professionals Blog? . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Reasons Why You Should Blog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Is Blogging Right For You And Your Business? . . . . . . . . . . . . . . . . . . . . 105
Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Building Your Blog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Easy Ways To Build Blog Traffic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Maximize Your Reach With Quality Content . . . . . . . . . . . . . . . . . . . . . . 123
Analyzing And Tuning Your Blog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
vi Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Quick Tips: Sales Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
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LovelyCharts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Jigsaw . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Sales Success Forums . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Zoominfo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Microsoft Live Writer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Remember The Milk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
GetAbstract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Xobni . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
LeadLander . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Google Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Google Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
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Introduction
There are many absolutes in sales, but one supersedes all others: In
order to earn business you must be invited to the table. You “Must be
present to win”.
present will increase your effectiveness throughout the sales process but our
focus will be on getting you to the closing table, poised to win.
to win.” This book will help you build a set of processes and tools to
dramatically increase your presence, find more opportunities and
increase your close rate. Best of all, many of the components are
automated. They work 24 hours a day to promote you and your
business and they do so more efficiently and with better results than
you could possibly achieve alone.
1
New advances in It’s no secret that cold-calling no longer works well. It’s a fact that you
spend more than half of your time working on deals that you have
sales have been little chance of winning. And it’s an unfortunate truth that less than
absent for at least one quarter of your time is spent actually selling. With the tools and
technologies available to sales professionals today, these truths will
30 years. no longer limit your success.
The concepts embedded in this book have been in use since the
onset of trading and selling. An example is traditional professional
networking. Networking has always been the process of forging
relationships that will capture future business. Well-executed networks
continue to generate business with very little maintenance. The same
is true with the Passive Pipeline, but on a much grander scale.
At this very moment, by reading this book, you have a head start.
It will be years before widespread change occurs. Even if changing
the way you work seems a little daunting, get started now. Seize this
opportunity to advance your sales career to a new level!
3
What You Will Learn
Sell Smarter is a series of tools and techniques that operate on the
same premise as networking: build your pipeline, infuse your influence
via the network, and increase your income, all while spending your
time working with high-potential prospects and adding a great deal of
value to their buying process.
The System
minimal upkeep.
do for you. Your prospective clients will prefer to do business with you,
before you ever even speak to them.
You will manage your prospects’ buying and selection
process with exclusive authority.
You will know who is buying before they ever tell you (or
your competition).
You can create at least three times more opportunities than
you are capable of generating with your current efforts.
You will become an invaluable resource to your prospects,
someone whose expertise they would not consider moving
forward without.
You will obtain the most comprehensive set of demographic
and contact data possible for your market.
You will be able to execute the most precise and effective
prospecting efforts possible, without wasting your time on
ineffective and outdated methods.
You will build a highly visible list of professional references
that will turn your contacts into your greatest lead source and
eliminate the need for self-promotion.
5
You will save hours every week in building your business,
Own your while seeing exponentially better results.
You will effortlessly build tremendous credibility that will
The biggest change that will work to our advantage is that these tools
and techniques are no longer exclusive to those with tremendous
resources and technical savvy. The learning curve is gone. Anyone
can use these techniques with similar results, but the reality is that
not many are today. You still have a great opportunity to outmaneuver
6 your competition.
What’s What’s Possible?
possible?
Imagine if the following were true:
You could see in real time when a prospect or client opened your
email or visited your website.
marketing regarding a client in the banking business. Within five minutes, I had
personally emailed every contact I had in the financial industry. The
that isn’t
email included a note stating that I thought their team might find the
attached article of interest. I also included several links to various
articles I wrote and published on the web, to product pages, to
useless.
This is pretty basic, right? You can do all of this today, right? But
do you?
The real WOW factor came a little later in the day. By utilizing one of
the tools we will discuss later, I was able to see who opened my email,
whether it was forwarded to any coworkers, and precisely which links
in the email were followed. Sounding better?
days of
sell the project to executives?”; and “Anything else I can help you out
with?”
ineffective
Using traditional practices, this would have been just another marketing
email sent off into the abyss. I would have never known that she visited
our website, or that she was even interested in buying at this time. This
practices particular contact is just one of a couple dozen that took measurable
action as a result of this email.
are Realistically, I probably never would have sent this email if it weren’t
for my Passive Pipeline. I simply never had the time or the data for
If you’re like most people, you may send out a mass (untargeted)
email or newsletter once or twice a month. Once in a while you may
even get a response and close new business. The days of those
ineffective practices are numbered. We will discuss some more
amazing things you can do with your marketing efforts in 2009.
9
My Real-World Example #2: (this one hits on several fronts)
Establish yourself as a sought-after expert in your field.
me. Know who is buying before they ever tell you (or anyone else).
Be the first person into every deal you work.
I called the contact to follow up and ask him about his current plans
for sourcing this solution.
10
Establish As the conversation progressed, I learned that my blog had a direct
feed into his team’s intranet site and that they had been following it for
yourself
some time. Furthermore, they found my articles very useful and began
to use my insight as a measure of their project strategy as they moved
forward.
in your the first person in the deal and the prospect was predisposed to rely
on my expertise. How hard do you think it’s going to be for another
field. salesperson to get the upper hand in a sales process like this?
Prior to my calls in both of the previous examples, I was able to, from
within my contact management software:
These are just a few examples of how the tools we will cover can be
combined to elevate your business to a new level. There are dozens
more in the pages of this book. The power of combining these
strategies is even greater the more tactics you utilize.
As I was writing this book, I thought about the salespeople who are
process-regimented and not creatively encouraged. I played devil’s
advocate for a minute and went over the possible scenarios:
“that’s not how my company works” – mine either.
“my company handles all of our marketing efforts” – mine too.
“my company dictates what email programs and relationship
management software I use” – mine too.
“I don’t have time for all of this stuff” – neither did I, which is
exactly why I had to embrace and develop these techniques.
the ideas that I have also used these practices in my own businesses. Those of you
working independantly or running your own business will have even
for you. a dramatic impact on your business. While the ultimate power of the
Passive Pipeline is in using all of the tools combined, don’t be afraid
to start with the few you think will provide the greatest benefit. You
can do away with the tools that don’t make sense for your business.
I don’t use them all in my 9-5 (err…7-7) job. Some of them are not a
good fit. Some of the ideas make more sense for my other endeavors.
The more ideas you can adapt to your business, the better the results.
13
Adopt or Adopt Or Perish
Perish.
We need to face the fact that there are people working smarter and
more efficiently than we are. If we don’t start to recognize that the
business climate has changed and start using the powerful tools
available to us, someone else will. Your competition might be three
chapters ahead of you in this very book. Start today and stop letting
someone else steal your commission!
14
About My Story
me...
I’m not an established author, sales coach, or motivational speaker.
What I am is a top performing Enterprise Sales Professional with a
creative mind and a knack for technology and writing. I am a student
of sales, a believer in helping my clients succeed, and an observer of
human nature. And one more...I have been able to remain at the top
of the sales board for nearly my entire career by defying tradition and
finding new ways to excel.
today’s
opposite of what was taught and required of salespeople.
tools.
some converted, but this was not always the case. I’ve been called
un-teachable, difficult and lazy (though not according to my sales
numbers). Yet I’ve had former employers later request that I teach
them about the methods I was using to succeed.
16
Love My Motivation
what
I absolutely love what I do and I hold a 110% conviction that we
maintain one of the most important, challenging and respectable
jobs that exists. You’ve probably heard the phrase “nothing happens
you do. until someone sells something”. It’s true, and it breaks my heart
to see salespeople who, by using senseless, unfocused methods,
are perpetuating the false notion that we are to be avoided and
mistrusted.
Over the last couple of years, I really started to develop a system for
my approach to business. Technology became integral and allowed
me to do my work even more efficiently. When I finally stopped long
enough to evaluate my evolving business approach, I came to an
unexpected conclusion: my techniques really were unique. I began
to look around for other resources: books, seminars, workshops; any
means to help me expand my skills. I rapidly came to the conclusion
that this type of support didn’t exist for sales professionals. I had to
17
rely on books and seminars for Internet entrepreneurs and online
marketing experts to learn more. It was frustrating because no
educational opportunities were put into a context that spoke to our
profession. The great authors and speakers and coaches in the sales
world had either missed these advances or chose to ignore them. I
think it was simply because they were unfamiliar concepts and widely
unadopted.
No one can argue with the fact that the greatest impact in the last 50
years of business evolution is technology. However, when was the
last time you read anything about using technology in a sales book?
You may have read about how to manage your time using a PDA or
the “do’s and don’ts” of email marketing, but tell me about something
that can really make a difference in your sales potential! There are
some phenomenal sales tools available today, and they will play an
important role in your success.
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How To Use This Book
This book is composed of both explanation and application. I
recommend you read through once to fully understand the concepts.
Don’t stop and begin work in any one area. After your first reading, it
will serve as a workbook and you can begin to implement the ideas
immediately.
Understand, As I have mentioned, the real power of what you will learn will
be realized when several of these ideas are working together
implement.
may result in several half-attempts resulting in your failing to obtain the
benefits of each concept.
The majority of the tools and services discussed in this book are either
free or available at a very low cost. They are also all easy to use.
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The Broken Model
The world of buying and selling is constantly changing, while
mysteriously our approach to sales is not. Unfortunately, mediocre
selling and buying practices have become the norm over the years,
leaving buyers skeptical and sellers willing to compromise in order to
make a sale. The more prospects resist, the more disconnected our
selling practices become.
If you sell to businesses, you’ve likely heard, “it’s all in the RFP.” If you
want to secure a sale, you must follow the outlined process and ask all
21
Buyers have questions in a public forum. By no means are you to vary from these rules.
unreasonable uncover what really needs to transpire in order to meet their needs are
often met with scrutiny and you will probably (unknowingly) be labeled
expectations.
as “difficult.” In an honest effort to do what is in the best interest of the
client, you are seen as making the buyer’s job harder.
The sad reality is that the buyers are not to blame for this scenario.
Salespeople have been using inadequate selling practices for so long
that the consumer’s suspicion is justified. You can’t take it personally.
These are just a few examples, but you get the idea. The skepticism
22
we face is, in most ways, justified. It’s not personal, but it’s very real.
Commit As a result we have been trained to get past the “gatekeeper.” We
have learned how to leave vague or urgent messages that prompt
to working
a response. We develop “elevator pitches” to sell our product in 30
seconds (because we are conditioned to think that’s all the time a
salesperson should expect to get).
above the As much as I would like to see a change in this grim reality, it’s unlikely
to happen (at least not in the next couple of lifetimes). What we can
standard. do is commit to working above the standard that exists in sales today.
If we can infuse the system with more effective practices, we will be
able to disassociate ourselves from this pattern.
people
successful sales process. How much better do you feel about your job
when you are seen as a trusted advisor to your clients rather than an
annoyance? My goal is that you never experience the latter again.
you serve. Sales professionals like you and I add value to the people we serve.
We take our chosen profession very seriously. We are mindful
of our prospective clients’ time and therefore we work hard to
best meet their business goals. We don’t need an elevator pitch
because the people we serve respect and value our opinions and
recommendations and will allow us the time needed to help them be
successful.
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A call How Salespeople Perpetuate
Dysfunctional Buying Practices
without value The single biggest way that salespeople perpetuate this broken model
is a prospect
is the manner in which we solicit opportunities (prospecting). At some
point in your career, you have likely been told that if you make 100
phone calls, you will speak to 10 people, book 2-3 appointments and
lost. make one sale (or some similar version of this nonsense). You are told
it’s a numbers game. More contacts equates to more sales.
I argue that the more ineffective calls you make, the lower your
chances of success in the long run. Out of the 100 people you call,
how many of them will need your product or service over the next
couple of years? Many of them probably will, but how many of them
do you alienate and irritate using the methods we currently employ?
More often than not, those opportunities are lost forever.
The fact is that a very small percentage of the people you contact are
in fact ready to buy today. However, by calling these folks constantly
you are putting yourself at risk of being categorized as the type of
salesperson they would like to avoid. In their opinion, you are just
another needy salesperson about to waste their time (especially if they
don’t need what you are selling).
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Stop pushing The consequence of this “tactic” is that prospects don’t call you back.
In fact, they won’t return any of your phone calls or emails. At some
buyers away.
point during this one-sided exchange, something important happens
that most of us fail to realize: that person makes a subconscious
decision at that very moment to never contact you. Even six months
later when they actually need what you are selling, they will not be
calling. Why? Because they have ignored you for months and they
actually feel bad about it. Not only did they ignore you, but your
persistence made it worse. Your sales manager may applaud your
persistence; your bank account will not.
The second reason you won’t be hearing from them is that because
people don’t like to admit when they’re wrong. Maybe they should
have called you and simply said that they didn’t need your services
at that time. They didn’t call because they viewed you as the
stereotypical salesperson, and they assume you’d be calling them
again next week anyway. If you didn’t, another one would.
Ultimately, rather than returning your calls, they will avoid the situation
altogether and call someone else, even if you have the best product
for their particular needs, simply to avoid any guilt.
The best thing we can do is keep buyers away from that emotional
pitfall. Sales are driven by emotion (and if you don’t believe that, then
you probably haven’t cracked a sales book in the last decade).
26
Your If you’re like me, you have a limited number of prospects. It might be
your territory, a vertical or named accounts. The point is, you probably
prospect
don’t have an endless supply of prospects. Every time you put one
of your prospective clients in the situation I described above, you are
essentially diminishing your territory. When your prospect list gets
pool is not smaller but your quota continues to grow, what happens? You get
desperate for sales. You practice below-average sales methods and
There are three possible outcomes of cold-calling: that you will not
reach the intended contact, that the person will not be interested in
what you have to sell, or that the person is ready to purchase your
product or service.
27
Be in the None of those scenarios have much value to you. “But the person
is ready to buy!” you say. Sure, but other circumstances need to be
right place
considered. Another salesperson (maybe more than one) is probably
already leading the charge. They either had an inside line or they were
simply in the right place at the right time. Maybe they even reached
ALL the time. the client first because of a cold-call. The Passive Pipeline is about
being in the right place ALL the time, and reaching opportunities with
the right timing and credibility needed to win.
I’m not saying that cold-calling will not benefit your business. One sale
out of 100 calls will certainly help (though I doubt the ratio is even that
high). What I am saying is that there are other ways to prospect and
find opportunities. You must break the cycle of inferior sales methods
while maintaining and building your professionalism and credibility.
The beauty of the approach taught in this book is that your prospects
will begin to find and approach you, and while this was a result of your
efforts, it never feels like prospecting (to you or the prospect). You
build credibility before entering any sales process, and have clients
who are grateful to be working with you (not the other way around).
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Build This new approach brings the client to you because of your
knowledge, expertise, integrity and respectful nature. It creates
your
a brand around your very name that tells prospects that you are
someone they should do business with. They didn’t find you by
chance. They found you because of some very calculated efforts
credibility on your part toward building your credibility and presence. This is a
perfect example of how a sales effort doesn’t have to mean being a
and “salesperson”.
that work
So the question becomes: why don’t you get rid of the other 80% and
do the things that work 100% of the time? Technology and advances
in sales process have allowed us to identify these effective practices,
100% of the it’s no longer necessary to “throw everything at the wall and see what
sticks.”
time!
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It’s our fault. How Sales Managers Perpetuate
Dysfunctional Selling Practices
Most sales managers were salespeople at one point in time. They
have been operating on the same traditional buying and selling
practices as everyone else. Along with the rest of us, they fail to realize
that the business climate, as well as the most effective buying and
selling practices, have changed.
Most studies reveal that we spend less than two hours a day actually
selling. The rest of the time is spent on ineffective prospecting, working
with CRM systems that aren’t working for us, forecasting sales, and
sitting in meetings, among other things. The two hours that we do
spend selling are primarily wasted on unlikely opportunities, trying to
The tools
force-feed our expertise to prospects or inefficiently drafting responses
and communications. We are spread too thin, which has, in part, led
to our inefficiency and lack of success.
are readily The good news is that the practices, tools and techniques needed to
correct the situation are readily available.
available. I’d like to recap the outcomes this book can deliver:
Successfully obtain prospects that want and prefer to do
business with you, before you ever speak to them.
Directly manage your prospects’ buying and selection
process with exclusive authority.
Know who is in a position to buy before the client tells you (or
32 or your competition).
Get Create at least three times the opportunities you are capable
of generating with your current efforts.
You have a list of companies to call and dial furiously to make just
a couple of connections. Ninety percent of the people you reach
become irritated and make a mental decision not to work with you.
Maybe two or three agree to an appointment. Of these, few have any
buying authority. You may spend months trying to convince them to
buy your product or service when the people with authority don’t have
a need for your product or don’t even know you’ve called. Or, you
may find a legitimate buyer with a genuine need, but you are the ninth
vendor they have spoken to! This is not a sales model I choose to
participate in.
A Smarter Model:
34
Set the The buyer is thrilled and satisfied to be working with you. The
sales cycle is shortened, and if by chance more vendor quotes are
standard.
required, they are simply accepted as a matter of process. Other
vendors and salespeople are being measured against the standard
that you have set.
I’m going to get off the soapbox now and detail exactly how you can
start using technology to make today’s selling climate work in your
favor. Much of what you will read in the next few chapters will be
entirely new to you. You may start to wonder why these techniques
have not been made available before. Let me address that now.
These are not new ideas. They are proven and they work. Many
top performing salespeople, real estate professionals and internet
businesses are using them today with exceptional results. The
concepts we will explore have simply never been widely applied to
professional selling.
35
“No one has ever Great authors, speakers, and sales coaches of our time simply are
not in tune with the new resources available to us today. They are
found success by superb in teaching the human aspect of selling, closing, prospecting,
doing the same time management and so on. I am not in any way discounting the
excellent speakers and authors out there and I think we should
things tomorrow continue to rely on the best of them for guidance. I simply think we
that resulted in me- need to augment these teachings to match the pace at which the
business climate is changing.
diocrity today.” These are uncharted and unfamiliar waters to most people in
the sales industry. Human nature often resists change in favor of
what’s comfortable and familiar. But the sales world is no longer
a comfortable place. Chances are you aren’t satisfied with your
current selling situation or you wouldn’t be reading this book.
No one has ever found success by doing the same things tomorrow
that resulted in mediocrity today.
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Quick Tips: Quick Tips: Professional Selling
Selling
The most important sales skills you will ever learn come from
a true desire to help your clients succeed.
You must invest time to stay abreast of your industry. Don’t let
someone else come to the table that is more knowledgeable
than you.
Your relationship with your sales management team is the
relationship that will have the biggest impact on your success.
If your boss is demanding more of an activity that isn’t yielding
any results, it’s time to have a chat. Determine with your boss
at what point a different approach is required to achieve the
results you both want.
Top performance requires rest. Don’t beat yourself up for
downtime. Take it when you need it and enjoy it. When you
need to shut down, shut down completely.
Show gratitude to your internal support team (product
managers, operations, marketing, etc.). Anyone who has
a hand in your success or product delivery deserves your
appreciation. By working as a complete team, you will
accomplish your work faster and your clients will be given
priority. Very few salespeople reward and thank their internal
support teams.
37
Nobody cares how much you forecast at the beginning of
the month; they care how much you close at the end. Don’t
fall into the common trap of feeling pressured to project a
large number. You will only destroy your credibility with your
management team. Be honest with yourself and your boss,
despite your ego. If you can’t be consistently +/- 15%, lean
towards being a “sandbagger” as opposed to a dreamer.
Whenever possible, do the things that really charge you up.
If one form of prospecting gets you going and gets results,
do more of it. If face-to-face meetings leave you feeling
accomplished, schedule more of them. Don’t mistake this with
doing the things that are easy; you don’t want your results to
suffer in favor of fun.
Some of us run at peak performance during our busiest times.
When this crosses the line to stress, make an effort to manage
that. Stress comes with the territory, but learning to manage
(and eliminate) it can help your career and enrich your life.
Become an expert on setting goals. There are tons of books and
online resources. Being able to effectively plan and follow through
with goals is the mark of very successful sales professionals.
By coming into every situation with the commitment to helping
your clients succeed, you can overcome any other deficiency.
38
Data Is Power
The Power Of Data In Sales
Most of us have that little plastic keychain card that saves us a few
bucks at the local grocery store, but do you know that these cards
have become standard not only at every major retail chain in the world
but also at small community businesses? It’s because these cards
provide these companies with the most lucrative set of demographic
and purchasing data you could imagine.
Utilize data
relevant to you. How did the folks at Amazon know those books
would interest you? How did they know to leave irrelevant books out
properly.
of this valuable advertising space? Amazon.com is amazing at utilizing
data to increase their outreach and ultimately their sales.
accurate There’s a good chance you are doing the same thing to your contacts.
Ask yourself a few simple questions: Do they really have any need
data is your
for what you are sending them? Is there relevant information in every
communication that you send? Are they even involved in the buying
process for what you sell? If so, have you appropriately related your
#1 resource. material to their specific role in that process? Do you know what that
role is?
Even the best businesses falter from time to time, but it is important
to be cognizant of how professional your efforts appear in the public
domain. Data is the key.
40
Lay the Customer Relationship
Management Software
foundation important tools a sales professional can have. Further, many of the
other ideas presented in this book depend on it.
for success. The typical vehicle for housing data for sales professionals is a
Customer Relationship Management (CRM) software tool. These
have also come to be known as Sales Force Automation (SFA)
platforms.
ten times
time and opportunities if this is how you are using it.
If you asked 100 salespeople to share their feelings about their CRM
more
tools, 99 of them will tell you that it’s a hindrance, that it consumes too
much time, and that it interferes with the sales process. When you find
the one person who lights up and tells you how lucky they are to have
efficiently. such a tool, and how they operate ten times more efficiently using it,
hire that person. If they already work for you, give them a raise and sit
them near their colleagues who don’t quite get it yet.
Most often, a company trains sales staff in the points and clicks of the
software but fails to train employees in why proper use of the CRM tool
is so important. It is often the case that the management team doesn’t
fully understand CRMs capabilities either. The decision to buy a CRM
solution often falls in the hands of the IT department. By the time the
software reaches the end-user, the value to the sales organization is
lost. The system is seen by salespeople as a burden with no value, and
millions of dollars have been wasted.
42
Are you Assessing Your Current Solution
It’s time to find out where you stand in terms of your current CRM tool. If
capturing you are currently using Salesforce.com, Microsoft CRM, Act! or another
popular product, then you are in good shape.
all the data If you’re not sure how well your current solution stacks up,
answer the questions below:
you need? 1. Are you able to properly capture all data that is relevant to your
line of work? Or, do you find yourself without the fields required to
properly capture all the data you need?
2. Can you easily sort or group your contacts based on a specific set
of criteria (location, employee size, industry, etc.)?
4. Can you save the criteria you selected to easily go back and see
an updated view?
If you are unsure, try all of this with your current system. Make a list of
all the relevant contact information you want to store, and then ask
43 yourself, is there a place for it all in your CRM package? Try to view
Look at a list of contacts that are in the banking industry and are located in
a specific town. Now see what options you have for retrieving that
your
specific “view” out of the system.
If you were able to answer “yes” to all of the above questions, or if you
options.
use one of the tools I mentioned earlier, then you can skip the next
few pages of this book.
If you answered “no”, you’ll need to look at your options. If you are
part of a large sales team that has a standardized CRM system, do a
little more research. Chances are it has the functionality I mentioned,
but you weren’t trained properly.
If you don’t currently use a CRM tool, or if you are feeling compelled to
organized. re-evaluate your CRM after reading the last section, I will outline a few
options available to you. In my opinion, you are in an enviable situation
if you are planning to use a new CRM tool. You have a clean slate and
my organizational habits love a clean slate! No fat-fingered data entry
from previous salespeople to clean up and no stagnant contacts.
On the next few pages you will find summaries of rthe eadily available
tools which I think are best suited for today’s salesperson. Don’t
consider this a comprehensive list. There may be a product built
for your specific industry that offers a lot of convenient tools. The
options I have reviewed simply represent the CRM tools I find to be
popular and feature-rich. For what it’s worth, I use Microsoft CRM for
my primary job and Salesforce.com/Landslide for my other business
ventures.
45
Software Salesforce.com
Salesforce Automation (sfa)
Review Description
“Reps need solutions that make their jobs easier, not more complicated.
Salesforce gives them fast access to data—online, offline, and via
Publisher: Salesforce.com mobile devices—and links easily to popular tools like Microsoft Office
and Outlook. With a user interface rated “simple and intuitive” by PC
Ease Of Use: Beginner
Magazine, Salesforce is the one SFA solution every sales rep will love
Free Trial: Yes and use.” –Salesforce.com
Cost: Free for Personal Edition. Salesforce.com has taken the CRM industry by storm and for good
Team and Enterprise versions start reason. First and foremost, it does everything a salesperson could
around $65 per user per month. ever ask of a CRM product. Second and maybe most important to
you, they offer a free single user version.
Concerns
Review
Description
Concerns
Microsoft Dynamics CRM is not as user-friendly as some of the
other systems. The standard import tool is limited, and the available
documentation for this product is difficult to obtain and not very
comprehensive. Finally, and this may just be my experience, the email
47 tool built into Microsoft Dynamics CRM leaves a lot to be desired.
Software LandSlide Sales Production System
Review
Description
48
Software Act! 2009
Review
Description
50
Prepare to House Cleaning
sell smarter.
Whether you’ve chosen to stay with your current CRM tool or are
about to import existing data into a new one, it’s important to cleanse
your data. Your data will be less effective if not cleaned properly. I’ll
give you a real-life example:
It’s also important to augment the data you already have. Incomplete
information is of little value. If you plan to target a specific industry,
but half of your contacts don’t have an industry associated with them,
you won’t be able to use the sorting and other features of your CRM
software to their full advantage.
You’re going to spend a lot of time on this cleanup, but the good
news is, when it’s all done, you’ll be staring at a gold mine!
51
Define: Here is a list of things to do to clean your data:
Clean Data contact records associated with them. Unless there is a compelling
reason not to, delete these accounts. They are only place holders.
If there is pertinent information in the record, then why doesn’t it
have a contact?
2. Print (or export) a list of all of your accounts. Find any duplicates,
and merge the records together. This is usually done in a few clicks.
3. View, Print or Export all of your contacts. Look for any oddities in
the capitalization of names (all caps, all lowercase, etc.) and correct
these for consistency.
5. Find any accounts that don’t belong in your database. If you work
in territories, look for accounts that aren’t located in your region. If
you work in verticals, get rid of the companies that don’t match. If
52
you work a specific company size, eliminate companies that don’t
Do not skip match your size criteria. I don’t mean permanently delete these
records, but get them out of your database and let your sales
this step.
manager deal with them. You may be hesitant to drop accounts,
but why clutter up your database and spend your time marketing
to a client base that is outside your area of expertise?
Data cleansing is vital. If you complete this right now, and in any future
data imports, you will never have to clean data again! If you settle for
incomplete or inaccurate data now, your effectiveness will be cut in
half, at least.
53
Open The Power Of Queries
up new
The concept of a “query” is not one many people are familiar with.
Most people think a query is simply jargon for searching. While that’s
fundamentally true, the real value of queries is that they are stored
levels of for future use. You can define the criteria or “rules” of your query
once, and get a snapshot of all records matching those criteria at
I have close to 50 queries saved in my CRM and I use them all the
time. Within 30 seconds, I can see just about any group or subgroup I
need. Send an email to everyone whose name starts with “T” and who
works for a company that has franchise locations, you say? Probably
not something I would realistically need to do, but easily possible using
queries.
I have separate saved views for all contacts within each industry I
market to. I also have a modified version which includes only contacts
with email addresses.
I have saved views for every relationship type (client, prospect, analyst,
54
media, etc.) and views for just about anything else I need.
If you were to look over the shoulder of 95% of CRM users, you would
find thet they either had none of their own queries built, or that they
just had queries that came pre-loaded in the software (either by the
publisher or by their company). This is typical, and I don’t intend to
alienate anyone, but it’s also a shame.
your sales to make a few changes to get them just right, which we will discuss in
the next chapter.
The process of building a query varies by product, but in this regard all
CRM products basically work in the same way. Look for an “advanced
find” or “custom report” tool in your software.
You will start by indicating what type of records you intend to search
(contacts, accounts, opportunities, etc.).
Next you will choose the search criteria. Most software will also
55
Customize have operators such as “and” or “contains data” which allow you to
complete advanced data dissections.
your Make sure the report is dialed in exactly the way you want it, and then
save it. Afterwards, each time you run this query, it will be updated
reports.
with any new data acquisitions.
These are just meant to get your mental wheels spinning. Determine
which queries would have been helpful over the last 6 months, or what
efforts or advances you could have made if you only had ______ data.
After following the steps I’ve outlined here, you now possess a tool
more powerful than anything that most of your competitors have. I
hope I made it clear in the beginning of this chapter that your goal is
not just to become organized. It’s to build a foundation that allows you
to operate more efficiently and make all of your customer interactions
valuable. Your effectiveness will grow exponentially.
56
Turbo Charge Your CRM
There are many technologies being developed to increase the
efficiency and results of a traditional CRM tool. As I’ve mentioned,
CRM software is not a rolodex! It should provide insight and data
modeling which allow the sales professional to be precise, relevant
and intelligent about the way they approach their prospects and
customers.
Summary
For successful marketing efforts, you must have clean, com-
plete data. Data, when properly used is your best weapon in
sales.
and The biggest reason for CRM resistance is that its value is not
fully understood by its users.
Resources. Choose a CRM tool that will empower your marketing efforts.
Start by scrubbing your data. Remove errors and add rel-
evant demographic information.
Build queries to segment your contacts by interest, vertical,
size, etc.
58
Quick Tips: Quick Tips: Client Relationships
Client
Treat every contact like they are the CEO (but remember to
speak their language). A middle-manager who doesn’t feel
important can kill a deal just as quickly as their superiors.
Let your contacts present your great ideas to their peers. Any
chance to make him/her look good is ultimately good for your
commission check.
Don’t make promises you can’t keep. If you’re not able to get
someone the information they request by tomorrow, tell them
you will have it in 3-4 days. If that’s not acceptable, they will
tell you. The expectations you set for yourself are often more
demanding or urgent than those established by the client.
59
Meet face-to-face with any client that contributes 5% or more
of your annual quota at least once a quarter. You’re going
to uncover additional needs, curb any future problems, and
solidify your relationship. If you have to do it only 2-3 times
a year to fit everyone in, that’s still better than the schedule
most salespeople maintain.
If there are certain clients that always seem to drain the life
out of you when you call, schedule those calls late in the day.
Nothing productive comes from this type of drain first thing
in the morning. (If you happen to be one of my clients, and I
regularly schedule our meetings at 4:00 pm, then you’re the
exception, honest). Equally, if the call is unpleasant for your
contact, they won’t have the rest of the day to dwell on it.
61
A New Era in Email Marketing
Email marketing has traditionally been handled by marketing
departments and has been associated with spam, online retailers, and
newsletters. Successful sales professionals are managing their own
email marketing efforts today with great results! It’s easy and anyone
can do it.
We’re all
form of marketing. I’m not referring to the kind of email you send to
your entire database in hopes of getting one or two people to take
action. I mean targeted email communication with a personalized
wrong.
The biggest difference between traditional and leading-edge email
marketing is that in the latter, you are working with a rock-solid set
of demographic data that you created in the previous chapter. This
allows you to work with the same tools as the marketing elite, such
as Amazon.com, Google, and others. Another important difference is
that this type of email marketing will help you establish credibility and
rapport with clients, both of which have been absent from traditional
email marketing.
62
“If your Then And Now
email isn’t Godin (my favorite voice on marketing and common sense in
business). “If your email isn’t personal, it’s broken.”
personal, For example, this morning I sent out an email to decision makers in
my territory letting them know I had moved the contents of my blog
it’s broken.” to a new server. I invited them to take a look at the changes. I also
included specific links to a couple of my most popular articles. By
noon, more than 30 decision makers at Fortune 500 companies had
not only opened the email but clicked through to read the articles I
– Seth Godin had positioned.
Like you, I’m busy. I don’t have the time to constantly engage companies
that are using the competition or aren’t presently interested in buying.
This effort took me about 30 minutes and I was able to personally reach
30 decision makers to get my message in front of them. In addition, I
63
increased my stature and credibility with these contacts.
3x the ROI Why would I choose to reach these folks on the Friday before Spring
Break even IF I had time to call them? Friday is a terrible day to send
of traditional
business-to-business emails, but I had specific reasons which I will
discuss later. If I was able to reach them by phone, what are the
chances they would have allowed me the time to share my message?
marketing. Also, what would their perception of my call be? A cold-call from a
salesperson who needs their business! Instead I was able to reach
them, in a manner that positioned me as a valuable resource and
trusted advisor.
We’ve been told throughout our career to call people on the phone, and
that email isn’t effective and that it won’t allow you to build rapport
with your clients. Before we continue, I would like to share some
compelling data:
Email marketing has 3x the ROI of traditional marketing efforts.
In my experience, you are three times more likely to get a
timely response through email than through the phone, even
if you have an existing relationship with the person.
Approximately 146 million adults use email everyday.
82% of marketers consider email their most important
64
advertising tactic.
Email Personalizing emails and segmenting your audience more
than doubles the effectiveness of your email efforts, yet only
marketing
4% of marketers currently engage in these practices.
Email has reached 32% of total market penetration, topped
saves
only by television which has 39%.
time and
course as a means of building relationships. However, when it
comes to building credibility, efficiently managing your territory,
engaging prospects, and passively growing your pipeline, email is the
personal.
Standard email clients such as Outlook, web based email (Gmail,
Yahoo, etc.), and the email interface built into most CRM systems, do
not meet my personal preferences for email marketing. Here’s why:
Reason #1
They do not (easily) allow me to send personalized emails.
Reason #2
They do not allow me to automatically send the same email
to multiple recipients individually.
68
Your email Reason #8
They do not (easily) allow me to manage my subscriber and
tool needs
opt-out lists.
an upgrade.
is the quickest way to ruin your marketing endeavors. By
sending a few unwanted emails, you can easily end up on a
“black-list” which essentially means your email will not reach
90% of recipients.
If you want to get serious about email marketing, you will need to
get a tool with additional functionality to be effective. Adding another
piece of software to the mix may sound daunting, but I promise it
will have very little impact on your day. You’re still going to use your
normal email interface, you’ll just be adding a second tool when it’s
time to send targeted materials. I still use Outlook and web mail in
my day-to-day communications even though they do not meet my
strategic marketing requirements. The following two software tools are
viable options for adding a successful email marketing venue to your
business:
69
Software Constant Contact
Review
Description
“With Constant Contact, you can create and send top-notch email
newsletters and promotions with no technical expertise. We make
everything easy for you, including list management and reporting—
Publisher: Constant Contact, Inc. and we give you free live support when you need it. With Constant
Contact, you have everything you need to be successful at an
Ease Of Use: Beginner
affordable price.” –ConstantContact.com
Free Trial: Yes (60 Days)
My Review
Free Single User Version: Yes
I use this tool for all of my email marketing. The biggest advantage
(up to 100 addresses)
here is that all of your email is sent from the Constant Contact
Cost: Tiered based on size of email servers themselves. You don’t have to worry about your ISP’s email
list. $30 per month for up to 2,500 policies. The emails I send have high deliverability and all of the
addresses. tracking I desire. I can easily view opens, clicks, how my campaigns
compare with industry standards, and more. The template function is
Free Trial Here
great and the cost, in my opinion, is quite affordable.
My Concerns
Review
Description
This is not really a concern, but the user-interface could use some
work. Also, iContact does not support Google Chrome, which is my
browser of choice.
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Software MailChimp
Review
Description
My Concerns
There are no auto-responders yet. They are due in March ‘09, and
when they become available I will strongly consider moving from
Constant Contact, primarily due to the analytics and A/B testing.
72
Are your Build Your Mailing Lists
contacts
Now that you have chosen an email interface to use, you will want to
import the queries you built in your CRM program into your email program.
organized by If you haven’t done so already, you will want to modify the queries
to include only contacts with email addresses. For this purpose, a
industry yet?
separate set of queries is useful. Before you can import these lists
into your email system, you will need to export them into “.xls” “.csv”
or “.txt” format. If you have any trouble importing your lists, search your
program’s “help” files. Help with this import can also be found on the
email software’s website because this is a fairly common task.
Once a month you will want to update these lists with your new
contacts, so keep your storage organization consistent, unless you
are adding them as you go, or even better, automating this process
with one of the tools I will introduce later.
Now you should have a dozen, or depending on the uniqueness of
your audience, a couple dozen lists in your email program. From here,
targeting messages to individual groups is as easy as a few mouse
clicks.
73
Email Rules: The Absolutes For Email Success
These principals and tips govern any and all business email
communications you send and should be memorized.
3. Email must be sent directly to only one recipient (no “cc” or ”bcc”).
74
Keep it 11. Keeping your subject line to less than 50 characters achieves
12.5% more success.*
simple. 12. Images are blocked by default by more than half of your
email recipients.*
Regardless of your strategy, a solid plan will keep you on track. The
effectiveness of email marketing is close to zero if you only do it once.
Plan your different types of communications at intervals of at least one
week, sending a maximum of 2-3 emails to each contact per month.
A solid plan This isn’t something that’s going to take hours. You setup emails in your
email program once or twice a month, and they are sent as scheduled.
will keep you In fact, I recommend you set aside just a few hours at the beginning of
each month to draft and schedule all of your email communications.
Now you’ve reached every contact 2-3 times per month, with
personalized and valuable information, while building credibility and
rapport. How long would that have taken using your current approach
76 to email (or worse, using the phone)?
Templates Using Email Templates To Boost Productivity
save time.
You can save a lot of time by using templates for your email
communications. By using templates, you will only have to spend time
on the areas of the email that are unique to that communication.
You will want to create a basic email template. This can include your
signature block and any other information that you feel is necessary
such as confidentiality information and information about unsubscribing
from the mailing list (note: if you use Constant Contact, iContact or
MailChimp the opt-out information is included by default). On the next
page is an example of a signature that I use. It may look busy, but every
component has a purpose.
77
Sample Client Quote of the Day:
“Insert a client testimonial here” – So and So from Such and Such
Signature
...............................................................
Your Name
Street Address
City, State Zip
Your Phone
Your Email
78
Include The Elements Of A Good Email Signature
Testimonials
My client quote of the day is actually taken from a long list of
testimonials I have compiled. I choose one that I think speaks well
to the specific email. For example, if I am targeting executives, I
If you aren’t including a testimonial in every email you send, you are
losing an opportunity to build credibility and increase sales.
articles that For example: I may write an article about choosing the right “such and
such” in which I tell readers what to look out for and what key features
you wrote.
to look for when shopping and buying. I’m not directly pitching a
product, simply providing expertise, though the content certainly
paints a good picture for my products and services.
As you continue to experiment, you will find many other uses for
templates. You can develop a press release template, for example, that
has the email prepared, except for the text of the release, or you may
want to save a template for a typical introduction letter. The idea is to
create these templates now, so you can send them out later in seconds
rather than hours. If you don’t make these tasks easy, you will most
80
likely fail to implement them.
Emails Crafting Emails That Get Responses
should be
Because we are using targeted lists and personalizing our emails, we
have the ability to be conversational in every communication we send
and to sound natural. It’s important to incorporate a conversational
conversation- tone because it puts you on equal footing with your prospect or client.
As with many concepts shared in this book, your primary objectives
al in tone. are to establish integrity and ensure that you are seen as an expert in
your field.
In some cases, email is the only way you will ever communicate with
your prospects (until you do business with them). It’s important that
you present the right image. Because we are using targeted email
marketing, we have the unique ability to establish our credibility and
foster a positive working relationship.
Here is the typical format of my emails. You may want to use a different
spin. It’s not my intent to change your approach to sales copy, but this
has worked quite well for me.
Subject Line
value in
in the subject line. I don’t spend a lot of time crafting my subject line, I
just make sure it doesn’t scream “I want to sell you something.”
every email
Note: If in your business it makes sense to include a time sensitive
offer or discount/sale/promotion, feel free to put this in the subject
line. These offers have tested well.
Conversational dialogue
This might be something like, “I thought you and your team would be
interested in this.” The idea is that you have a very human purpose for
this communication.
Tip: If your email doesn’t have value for every contact in your mailing
list, you need to create a separate list. Re-work the criteria for your
82
Make list, or the content of your email, until your email has value for every
recipient.
“I’d like to chat with you in the next couple of days to get an update
“If this isn’t something that fits your current strategy, I would love to
know that as well as it allows me to more effectively use my time
and plan my follow up efforts.” Sometimes I also use “If this isn’t
something that fits in your current plans, I’d like to know that as well
as I am in process of my quarterly account updates.” The point is that
you want a response. If your prospect has no plans of buying, you
want to know that too.
“If this isn’t something you are currently responsible for, please share
my contact information with the person who is and let me know who I
should expect to hear back from.”
Signature Block
P.S.
Try to add one more item of value here, possibly an article from your
blog, an upcoming product update, etc.
This example reads much differently than a typical sales email, but it
works. The idea is to get a response, regardless of what that response
contains. Any information is good information.
An even better way to test your bulk email is to set up a mail list in
your program which includes your test addresses, complete with first
name, last name, company name, etc. When you use this list to send
your test emails, you can also make sure that your dynamic content is
working properly. A blank greeting or last name where the first name
should be are just as embarrassing (and unprofessional) as poor
formatting.
85
No CC:’s. Avoid The Most Common Email Mistakes
I’ve learned most of my mistakes from experience. I’ve sent a thousand
emails with my name in the greeting line. A close friend of mine intended
to send me an email about how attractive he thought one of our vendors
was; he sent it to her by accident (sending to a person mentioned
in your email happens often because that person’s name is on the
top of your mind)! I accidentally revealed an office romance between
two friends of mine and didn’t realize it until I heard chuckles from
neighboring offices.
Always enter the recipient name (or list name) last
Re-read, verify values and test your email first. If you enter the
recipient name or list name first, one slip of the finger or mistaken
mouse click can doom you!
Never assume the recipient is the only one who will read
your email
87
Timing is You may even want to throw “please consider this confidential”
into your email strategically, even if it’s not that vital. It gives the
everything.
impression of privileged information or that the recipient might be
getting a better deal (when price is included).
It’s not too big of a deal, we’ve all done it, but it still
looks unprofessional.
Google the phrase “email mistakes” for other common and uncommon email
mishaps and checkout “MessageGate” for some entertaining email blunders.
88
Nobody likes Permission-Based Email
a spammer.
Permission-based email is making the medium more effective as a
marketing tool. The idea is that you only contact people you have
already had communications with, or those who have chosen to give
you their contact information and have agreed to receive your emails.
way out. For marketing purposes, this means don’t send emails to addresses
you gleaned from a list, and always allow recipients to easily remove
themselves from your list within 10 days. For a full list of legal
considerations regarding email, visit LegalArchiver.
90
More data. Reporting & Analytics
You could spend hours a day analyzing the data you receive from your
email campaigns, and some people do. However, most professional
salespeople have little time for data processing. What you can do is
view a few critical data points for the emails you send that can help
boost sales and add value to future interactions.
Open Rate
Keeping track of which emails and audiences have the highest open
rates (the percentage of emails which are actually read) will help you
fine-tune your email marketing efforts.
Click-Through
This information is incredibly valuable when used properly. You can
easily see which recipients clicked on the links and images embedded
in your email. As I’ve illustrated previously, this allows for additional
targeting and very successful follow-up efforts. It is also useful to see
which links have the most draw for your audience.
91
Email Automation
In addition to scheduling emails, auto-responders may have additional
benefits to your business.
Let the
and let it do the rest.
software
my book and websites. I encourage you to do some research if you
think this might fill a niche in your business. I will caution you that I think
6 or 7 progressive emails will not go over well in most B2B situations
work for you. because you cannot adjust for buyer feedback. Simple “touches” are
better suited to this and can be managed in your other email marketing
efforts.
92
Invite Newsletters
prospects
I’m sure you’ve heard that newsletters can add significant value to your
marketing endeavors. Perhaps you’ve even tested it. The truth about
newsletters is that the real benefit to you occurs before the newsletter
to share is even distributed. The most common and effective use of newsletters
is to entice prospects to share their contact information with you.
93
Chapter Summary
Summary
Email is the most effective form of marketing at your disposal.
“If your email isn’t personal, it’s broken.” - Seth Godin
94
Quick Tips: Important Lessons About Communication
Communica-
Word of mouth is the most powerful force in sales. Any
dissatisfaction should be taken seriously and escalated to
management. Technology makes it easy for ideas to spread,
the most
essentially advertising. Blogs are written by real people just like you
and me and are an innovative and personal means to reach the public.
important
Since I discovered blogs, they have been the first place I look for
credible and uncensored information. If I want to learn about the local
real estate market, I turn to blogs. If I am considering the purchase of
source of a product or service, I will research the “blogosphere” first. I look at the
blogs posted by people I am considering doing business with, or by an
on the to Technorati and key your industry or company name into the search
box to see what the blogs are saying. You will be surprised by the
Until the last few years, blogs were most popular for entertainment,
professionals. social or news related material. However, before too long the influence
and topic base grew.
99
Blogging I’m not suggesting that all salespeople develop a blog. An over-
influx of self-promoting bloggers hyping products that offer little or no
establishes
value to the readers will taint what is presently a valuable resource.
However, true sales professionals, who have valuable knowledge and
expertise to share, should definitely consider it.
100
Reach new Reasons Why You Should Blog
clients and
Reason #1: Credibility
stay in touch
through traditional sales efforts, with the exception of through
word-of-mouth. You simply don’t have a voice in the market
with current
that carries an effective means of endorsement. You might
already distribute an e-newsletter that provides your existing
contacts with amazing information about you and your
ones. services, but what about the people who you aren’t currently
in contact with? Blogging can be your answer to reaching
new clients AND staying in touch with current ones.
sought-after
questions and be a trusted advisor. With a blog, instead of
self-evangelizing you will have people quoting you, posting
links to your posts, etc. Now when/if you do participate in
advisor. forum discussions, you can provide a link back to your blog,
with more of the great ideas you have to offer.
tell your
powerful to point them to a well-written article on a popular
blog (authored by you) that will walk them through the buying
process.
prospects Once your blog gains some traction, your articles are also going
to show up on other sites. This is common practice in the
that you are blogging world, and it’s a good thing! If an even more popular
blogger or trade publication picks up your article, you have just
the expert. enhanced your profile. Now instead of just sending prospects
to your blog, you can also send them to an unbiased 3rd party
who thought your article was important enough to re-publish
on their website. You can’t build much more credibility than
that! Now your prospect not only understands your business
approach but also views you as an expert in your field.
everywhere. expertise, but others are turning to you for advice. Your
credibility essentially snowballs because of the human tendency
to keep up with the Joneses.
growth.
days. Even if your company’s website gets good search traffic,
it’s still a company website. A blog in the top search results on
Google or MSN can have a huge impact on your pipeline.
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Blogs: Is Blogging Right For You And Your Business?
not for
Blogging is not for everyone. You certainly don’t want your entire
sales force, with varying degrees of communication and writing skills,
competing for real estate in the blogosphere. Blogging may not be for
everyone. you or it may not fit into your business model. That’s OK, but many
of you will be thoroughly pleased with the results you can achieve with
very minimal effort.
Like many of the ideas I share in this book, the idea of setting up a
blog might seem overwhelming. It’s likely a very new concept for you,
but the initial shock is much worse than the actual application. In fact,
you can have a blog up and running in 10 minutes. You can set up
your posts for an entire month in the same amount of time budgeted
for one day of cold-calling! This doesn’t require any more work than
the things you are doing now; in fact it requires quite a bit less. And it
is still remarkably more effective than traditional networking.
king.
are not passionate about your subject, then perhaps you should
not consider a blog. However, if writing is your only hang-up,
I wouldn’t rule blogging out entirely. Many people have been
successful with blogs simply by compiling information from other
resources and making it available to their readers in one place.
Are you a self starter?
Starting a blog takes initiative. While blog software makes it
simple to start a blog, a blog doesn’t run itself, and it takes a
motivated person to get one off the ground. This is especially
important in the early stages. Once your blog is up, you can
simply post content a few times a week (or daily) and respond
to reader comments. At the onset, it’s going to take more work
to establish your internet presence. There are few things more
disappointing then an abandoned blog that had real potential.
Do you have the time?
In addition to the work required to get the blog off the ground,
it also requires you spend time regularly to keep the content
fresh. Stale content will diminish your subscriber list rapidly.
If you are currently doing any type of prospecting, then you
have the time to refresh your content. A single post may take
30 minutes to write but can reach thousands. If you don’t
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Opinions: see yourself writing posts several times a week, then spend a
few hours on a Friday afternoon preparing your posts for the
everyone has
following week. Most blog software will automatically display
your posts at the times you set throughout the week.
one.
Are you thick-skinned?
People are going to read what you write. Not everyone is going
to agree with you (especially your competition). It’s no different
than presenting your opinion in daily conversation, only your
audience is much larger. You will need to be able to “roll with the
punches” and maintain a professional persona regardless of how
your readers might respond.
Do you have any technical ability?
This is not a limitation in most cases. If you can check your
email, you can manage a blog. If you want to customize your
blog, you will need some skills. Thousands of “plug-ins” are
available to add some functionality to your blog, and technical
savvy will come in handy however, most blog software makes
any customization pretty simple.
Do you have perseverance?
The development of a large subscriber base doesn’t happen
overnight. As you start adding useful content, you will see your
efforts rewarded with an increase in subscribers numbers but it will
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take time.
I recommend visiting Darren’s blog when you are ready to get started.
He presents a wealth of useful information. The web address is
www.problogger.net.
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The basics. Definitions
What Is A Blog?
What Is A Post?
A post is simply a blog entry. It might be quite short, or span a couple
of pages. It might be original content, a quote or a link to another article
or post. Posts are typically displayed in reverse chronological order so
that the most recent posts are displayed first.
What Is RSS?
RSS stands for Really Simple Syndication. The popularity of RSS is
exploding, and it’s one of the key reasons that blogging is so beneficial
to sales professionals. Readers who visit your blog can subscribe to
your RSS feed (usually by clicking a single button). This is attractive
to the user because it doesn’t require any contact information. Once
a visitor has subscribed to your RSS feed, the content of your posts
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Indirect will be instantly transmitted to whatever service they use to read their
news (Google Reader, for example). Visiting multiple websites on a
selling.
regular basis to get information is out. RSS feeds are in!
Below, I have summarized the steps to begin blogging in a way that lends
itself to sales. Most of the information available today is for the personal
blogger or those who want to make money with their blogs directly. We
are taking the indirect path, one which further promotes our expertise
and builds our credibility without pitching a specific product or service.
Step 1
Identify your theme and goals
Before you set up your blog or write your first post, it’s
important to determine the overall theme. Are you going to
review products? Provide insider information? Educate your
audience? Provide property listings? Your blog can have any
purpose or even have more than one, but I suggest you stay
focused on one primary theme. Once your readers have grown
to expect a certain type of experience from your blog, changing
111 your focus may cause them to look elsewhere.
Identify Step 2
Identify your audience
readers.
more than one audience, but you need to make sure your
content is serving them all equally well.
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It is also important to determine how people will locate you.
And If potential clients are likely to search for your product or
service on a local scale (i.e. real estate or lawn care), then
their
distinguish yourself as community-committed and target that
audience. If you sell enterprise software, it is not likely anyone
will be searching with geographic location as a buying factor,
Step 5
Plan your schedule
You will have to decide how much time you can commit to
your blog. You may be able to work it in a few times a week
or choose to load all of your posts on a Saturday afternoon.
Remember, the intent of this entire book is to maximize your
business while spending more time selling.
the right If you’re just launching into blogging, use Google’s Blogger
product. It’s hands-down the easiest to use of all the choices
blog
available, and it’s free. Setting up a blog with Google Blogger
is literally a 5 minute process. As an added bonus, Google
(who happens to own 60%+ of online searches) heavily favors
software. blogs that use their platform (i.e., more search traffic to your
blog).
If you are more technically inclined, you may want to try a more
flexible service like TypePad or WordPress. They offer some
additional bells and whistles, so you can customize your blog
to the nth degree (Google’s Blogger is catching up and now
offers most of the functionality and flexibility of these more
purist products and you can always upgrade to one of these
other platforms down the road).
carefully.
account, or create a new one. After that, name your blog,
pick a template and you’re done.
Step 7
Configure your blog
For this next step I will assume you’re using Blogger. If you
aren’t, then you’re probably experienced enough to know
where to find these settings.
Description
Your blog’s description will be seen by readers who visit your
site, and it will also appear in search engine results. You will
want to choose descriptors that possess keywords related to
your topic, but don’t sacrifice keyword use for a clear message.
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Involve the Blog address
Devise a short and relevant address, something that
reader.
contains keywords relevant to your topic, is short, and is fairly
easy to remember.
Send pings
This option tells your blog software whether you want to
notify search engines about your web and blog indexing. The
answer is yes.
Site feed
This option allows you to offer an RSS feed for your blog.
There are a couple of different formats which you can
investigate. You will also need to add buttons to your site to
allow people to subscribe. For now, you will need to activate
feeds by turning this option on and naming your feed.
Step 8
Create your first post
with the
have lots of very practical tips or advice.“...“This style of
article has long term appeal, stays current (it isn’t news or
time dependent) and offers real value and insight. The more
Yaro suggests that you begin with at least five pillar posts.
You don’t want to post these articles all at once or even in
succession. The idea is to have at least five high-impact
articles at your disposal to give your readers above-average
value. These pillar posts are also the ones most likely to be
picked up and linked by other sites.
Step 10
Spread the word
When your blog is set up and you have your welcome post
and one good article, you are ready to present it to the world!
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Easy Ways To Build Blog Traffic
Now that your blog is ready for the public to utilize, you will need to
get the word out. This is easier to do than you might imagine. In fact,
your first visitors may come through no efforts of your own. Bloggers
are a curious bunch, so don’t be surprised if your first visitors are fellow
bloggers (who are probably well worth knowing).
Here are some additional ways to ensure your blog is poised for
maximum traffic:
content. them are either not very useful or they will eventually find your blog
automatically. In the interest of time, I have provided you with the
most effective online directories.
Technorati is the premier blog indexing engine and it will play
a big role in your blog’s initial success. www.technorati.com.
Google Blogger will automatically inform Google about your
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Participate on blog. If you’re not using Google Blogger, visit Google Blog Search
Pinging Service to complete this step manually.
other blogs. Sign up for FeedBurner. This tool is free and offers several
benefits, most importantly that of distributing your blog posts
via RSS. It also allows you to quickly view your blog statistics
such as the number of visitors and subscribers.
Blogcatalog.com. I’m using blogcatalog. Many blog index sites
exist, but I prefer this one because it has a high Google
PageRank™. In addition to being listed on their site, having
a link from a page with a high PageRank™ will help you
appear higher in search engine results.
You may consider spending some time getting listed with the other
directories. If you do, download the Google Toolbar so you can see
each site’s PageRank™. Look for sites that have a rank of five or
higher.
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No fluff. Get Links From Other Bloggers
Darren Rowse is again a great resource; visit his article: 13 Tips on
Asking Other Bloggers for Links.
Update Frequently
Aside from the obvious benefit of keeping content fresh for your
readers, frequent updates prompt the search engines and blog reader
robots to visit your site more frequently, making sure that your posts
are visible to as many readers as possible.
Stay On Topic
Some people, even the best bloggers, can get off track. They may
have found a great new Chinese restaurant and can’t wait to tell
the world. The rule of thumb is that if it’s not of direct value to your
readers, don’t post it. Furthermore, if it’s not what your readers
expect to see, don’t post it. If the content is not on topic, it belongs
somewhere else.
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The Maximize Your Reach With Quality Content
right target
The definition of good content will depend on your audience.
What makes one blog legendary could prove useless to a different
audience. Follow these basic guidelines with your specific audience in
your blog 1. Make your material useful. If your target audience is learning
something new and relevant to your topic, they will be drawn
legendary.
to your blog.
3 to 5
goal. Some of the most popular blog sites have multiple posts per
day, but this is due largely to their specialized content, such as
technology news. How often you post should be dictated purely
good posts by the amount of useful information you have to share. If you can
easily write three to five good posts per week, you are meeting the
per week. goal of maintaining a dynamic blog. If not, there are plenty of other
resources which you can share with your readers.
There are two reasons why you might need to look outside your own
brilliant mind for content ideas. One is that at any particular time, you
may not have anything to write. The second is that you can provide
your readers with access to terrific information from other valuable
sources. Our egos may shudder at the thought of posting someone
else’s ideas, but this can be a great service to your readers.
links. When incorporating external content, it’s a good idea (and responsible
blogging) to provide a brief summary, followed by a link to the full
article. Copying and posting an entire article (even when you provide
credit to the author) is discourteous.
I would caution against linking to another blog that targets the same
exact audience as yours and by all rights is better than your own. The
idea is that you retain your readers!
This information is helpful in many ways. The measure you are most
interested in is of how many people are visiting your blog. It’s a very
126 good indicator of how the public receives your site. Don’t expect a
Evaluate lot of traffic in the first few weeks (or even months in some cases).
The traffic will arrive, and it’s more about quality than quantity: some
your
of my first readers were from major corporations and still follow my
posts regularly.
readers.
Remember that you don’t need a large amount of blog readers to
have a big impact on your sales.
It is valuable to determine how the users have found your blog. This
becomes important when you try to determine where to put your efforts
in promoting your blog. The ultimate goal is to turn your blog into an
entirely passive entity (except posting, of course). The more time you
spend at the onset attracting visitors, the more you can be assured that
your blog will run smoothly with less effort.
Finally, knowing which posts are well-liked will enable you to decide
what to write in the future. If a post on a specific subject is wildly
popular, writing more on that subject should please your audience.
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Analyze. I use the following tools to analyze my usage and traffic.
Google Analytics
This tool is full-featured for a free product. Google Analytics
has a lot of versatility, but the most helpful tools are those
which allow you to view visitors by hour/day, see which pages
they accessed, see where there are from, see which site
referred them, and even see which operating system they
use.
FeedBurner
FeedBurner is primarily for managing your RSS feeds and
subscriptions. By using FeedBurner, you can ensure that all
of your readers are getting the same RSS feeds. It also has a
handy tracking tool and other options to enhance your blog.
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Chapter Summary
Summary
Blogs are an opportunity to gain authority and credibility, and
to have prospects seek out your expertise.
and
Use blogs as a place to publish great content that increase
your traffic and reach.
Resources.
Content and perserverence are the two primary attributes of a
successful blog.
Stay on topic and maintain a consistent voice.
Participate in other blogs and industry forums to help drive
traffic and increase exposure.
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Quick Tips: Quick Tips: Sales Process
Sales
Never stop experimenting. Don’t reinvent your sales process
during the slumps, but always be open to new ways to impact
your business and help your clients succeed.
Process If you don’t interact with more than one contact at a company
that is purchasing a complex (or expensive) solution , you will very
rarely win. You should have three regular contacts per opportunity.
If you are going to lose a deal, let it happen as quickly as
possible.
Know when to cut bait. An opportunity with a 10% chance
of closing will take just as much of your time as one with an
80% chance. You can only effectively work on so many deals,
therefore it’s best to weed out the low probability prospects
and focus on those you are more likely to contract. Even if you
don’t have back-fill, spend the time you save finding more
positive opportunities. If you’re working five deals and they all
fall through, your quarter is blown and you’ll spend the next one
trying to re-build your pipe. This is easier said than done, but
your passive pipeline will give you the backfill you need and you
can turn away low probability deals.
A buyer who approaches you is many times more likely to buy.
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You should never have to “close” a prospect. Signing the
contract should simply be the next step in delivering what
they want/need. Your intent is to foster a long-term working
relationship with a client.
Never let a “presentation” precede a discussion. If you explain
to the prospect that you don’t make blind presentations
without fully understanding their needs, they will respect you
for it. If they don’t, they’re not a decision-maker.
Set the stage early for access to power. Whenever you
can, make it clear that you need access to the stakeholders
in order to bid on a project. If you don’t set this precedent,
you will be forced to work with the information gatherer for the
entire sales process.
The value that you personally bring to the buying process is
the single most relevant indicator of how likely you are to win
the business.
The hardest questions to ask are often the ones that most need
asking. One of my personal heroes Mahan Khalsa says that
if you are truly trying to help the client succeed, you can get
away with some questions that would scare most salespeople.
For example, “I haven’t heard anything that would compel me
to change providers if I were you, can you share your thoughts
131 with me on that?”
Never rely on anyone else to sell for you. They aren’t
salespeople. If someone offers to pass your information on,
offer to speak with the intended recipient personally. In this
way, you can directly send them information that is actually
relevant. Marketing material doesn’t ensure sales.
Selling at the C level makes sense sometimes, but not all the
time. Most buying decisions are delegated to the director
level or lower. It never hurts to engage the CEO, but they
do not warrant the brunt of your sales efforts. Besides,
they are the names everyone knows, they get assaulted by
salespeople all of the time. If you can show someone lower in
the hierarchy how your solution will benefit them personally,
you have a great chance at a glowing endorsement.
Expect (and earn) the same respect and consideration from
your clients that they demand from you. Creating the illusion
that you are somehow lower than your prospect or client
will hinder the entire relationship. This is very common in
situations where the relationship was started with a cold-call.
If you didn’t get into the relationship on equal footing, work
hard to get there quickly.
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The New Professional Networking
Your Personal Business Network – Compliments Of Web 2.0
It’s commonly agreed that people buy from people they know and
trust. But unless you provide a local service in a very small town, you
don’t have the luxury of being known or trusted by all of the people
you would like to do business with.
Stand out
People are so overwhelmed with marketing and solicitations that they
are forced to fall back on recommendations from people they trust.
from the
In your business, have you ever known a buyer who was so
overwhelmed with choices and information that he simply bought from
someone he knew or who came recommended, even though it may
using the power of the internet and the genius of Silicon Valley, you find
yourself with a tremendous tool. You probably already know that I’m
LinkedIn
referring to LinkedIn, but you may not be harnessing its full potential.
correctly? continues to develop new ways for users to benefit from its services.
LinkedIn is a very powerful networking tool even with just the basic
functionality, and the developers are building additional tools such as
LinkedIn Answers and Services Directory, which presents salespeople
with even greater opportunities. With $12.8 million in new revenue,
LinkedIn has promised to experiment with even more powerful tools in
the coming years.
Before we dive into of the anatomy of LinkedIn, I’d like to share a few
fast facts:
More than 37 million business professionals currently belong
to LinkedIn (26 million more than in 2007).
More than 100,000 new business professionals join weekly.
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Build trust. The average user is 39 years old and earns $139,000/year.
The average experience level of LinkedIn users is 15 years.
Members spend an average of 20 minutes on LinkedIn per week.
All of the Fortune 500 are represented at the executive level.
The average Harvard Business School graduate has 58
LinkedIn connections. The average Google employee has 47
LinkedIn connections.
Membership includes 89,000 CEO’s and another 750,000 C
Level Executives (as of 2007)
your sales
profile and endorsements on LinkedIn can help.”
– Konstantin Guericke
and your
Co-founder and vice-president of marketing at LinkedIn.
Reconnecting
contacts. search using your network. You can search by company, keyword, line
of business and even find former employees of companies. The more
adept you become at using LinkedIn, the larger your network and the
more valuable your searches will become.
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Instant InMail
By using InMail you can directly contact any other member without the
I haven’t seen any statistics to support this, but I would estimate that
this type of direct communication, even without mutual contacts, is
at least ten times more likely to garner a response than a cold-call or
letter. In fact, many professional salespeople rely 100% on LinkedIn as
a means of prospecting.
Endorsements
Aside from simply adding praise to your profile, you now have the ability
to present credentials and testimonials to potential LinkedIn connections.
Once you have built endorsements, I recommend you also display a button
linked to your profile in your email signature, blog and anywhere else you
138
Know can make connections. You can find the buttons to cpoy into your signature
on your profile settings page on LinkedIn’s website.
competition. relationships before you turn to direct communication. In this way, you
have a chance to ascertain whether you might have a mutual contact,
or if you are connected to others in their organization.
You might use this strategy to locate a champion for a project beyond
your primary contact, or to introduce yourself to a key stakeholder
who may not yet be directly involved. You can even ask contacts in
your network to put in a good word for you ahead of time!
Research Competition
139
A more Get A New Job
powerful resume and is also bait for potential employers. Companies like
Microsoft and Google spend hundreds of thousands a year on
resume.
LinkedIn services in order to find good candidates for open positions.
A profile with twenty or more connections on LinkedIn is thirty-four
times more likely to be approached with new job opportunities than is
one with less than five.
A new feature on LinkedIn is the services tab. It’s a way to search for
recommended providers, but it goes much further than that. When
someone submits an endorsement for you, it is stored in the services
directory. When someone within two network-relation levels of you
searches for a service provider in your field, your recommendations
will appear under that service. Those in the closest network relation
position to the searcher will appear first in the results. It’s completely
automated; all you need to do is indicate your line of business in your
profile and have people write recommendations for you.
141
How To Build (Or Enhance)
Your LinkedIn Network
Creating your profile on LinkedIn is an intuitive process, but I have
included some instructions to guide you.
1. Make sure you complete your profile. Adding your current profile
and educational accomplishments isn’t enough. I recommend you
add all past employers, colleges and degree(s), club participation,
community outreach and any of your other achievements to your
profile. This will give you a step up in connecting with more people.
2. Once you have completed step one, you can use the “People” tab
to locate and add new contacts from your current job, previous
jobs, schools and groups. LinkedIn will automatically find these
Develop people and provide you with a list to choose which to add to your
network. Once you have done the automated searches, you can
your
also search for personal contacts by name, and send invitations to
join your network.
network. If you download the Outlook toolbar provided by LinkedIn, you can
scan your mailbox for potential connections and send invitations.
You can also use the toolbar to view LinkedIn information on
anyone you communicate with via email. The website provides
detailed instructions on how to accomplish this.
142
Get the
Some people use LinkedIn regularly, and others every few days,
so allow appropriate time for a response. Many people have just
competitive
as many pending invitations as active contacts. Some people just
don’t commonly use LinkedIn, or may have a company policy
against using networking sites, so don’t take it personally if an
3. Now that your contact list is populated, start asking people for
recommendations. LinkedIn allows you to send a courteous
request for endorsements. For the strongest recommendations,
request them from people you have worked with directly and have
served well. The right endorsements provide you the competitive
edge.
143
A quality 5. Be a good network citizen. While no rules exist against adding
people you don’t know or have mutual connections with, it
network.
does go against the original intent of the service. Some power
networkers, known as “LIONS”, will display their email address as
part of their username to assist strangers in adding them to their
networks. This allows for greater outreach, but many would argue
it takes the value out of an introduction from a legitimate contact.
Sites like Myspace, FaceBook and even YouTube have caused the
general public to profile online networking as a social tool. LinkedIn
is all business. LinkedIn has a brilliant (possibly accidental) system
of self-regulation. This quality is not built into the software, but built
into the minds of its members. Professionals are inclined to invite
contacts at their level of expertise or above. When you chose which
contacts to invite to your network, did most of them fit this criterion?
The membership will continue to consist of those who are thought of
highly in the business world, making LinkedIn a sort of very, very long
A-list.
144
Twitter: A Quick Guide For Sales Pros
By now you’ve heard of Twitter , or even dabbled with it. Quite
simply, Twitter is a way to connect with the world and update them
on what you’re doing, and vice versa. I didn’t see much value in that
professionally until I realized it’s more than just what you’re doing. It’s
what you’re reading, what you’re struggling with, what you suggest,
how you can help and how you can give back.
I have found people who are unhappy with the competition and I
have found ways to help. Twitter is often used to vent, and many
people include company and product names while doing so. Use
145
Twitter is Twitter Search or your favorite application to find them.
I have found people who are considering using the products and
not a place services I sell. I often find tweets (individual Twitter messages)
from people who are in meetings or demonstrations with my
to sell.
competition. Tweet them back!
Add Value. Twitter’s tagline “What are you doing?” is partly to blame
for the “just ate dinner” and “watching Gossip Girl” tweets. In fact, the
original intention of Twitter was to share just that sort of information.
But the venue has evolved, and, from a business perspective, your
posts need to add value to the reader’s day. This is especially true for
146
people who recieve hundreds of updates per day.
And it’s not Have two Twitter accounts. I use one which consistently adds value
to my readers (I hope). The other I use for more informal things like
a popularity
connecting with vendors or asking questions of my peers. The latter
is full of re-tweets and @ responses (a message directed to a certain
person on Twitter has an @ symbol in front of the users name). I have
contest some of those in my outward facing account as well, but I find that a
lot of the communications I have on Twitter aren’t necessarily useful to
my followers. That’s what the second account is for.
ReTweet the good stuff. It’s courtesy, it adds value to your followers
and will likely gain you some additional ones.
Note: The two desktop applications above are great once you get familiar
with Twitter and want a little more functionality/flexibility when viewing and
posting Tweets.
148
Developing A Social Networking Strategy
If you are serious about using social networking to increase your reach
and influence, it’s important to have a strategy for managing these
efforts. A strategy will increase your effectiveness and also reduce the
potential for information overload and productivity drain. Below are a
few things to consider when deciding on a plan that works for you.
I have gone back and forth over the idea of using Facebook, which I
have always considered too personal for business use. Some recent
developments, though, have made having a business presence on
Facebook a lot more appropriate. Specifically, I am referring to the
launch of Facebook “Pages,” which are intended to allow businesses
and professionals an opportunity to connect and build relationships on
the platform.
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Personal If you are interested in developing your business presence on
Facebook, you should visit WhyFacebook.com, a blog by Mari Smith,
vs.
who is the authority on the subject and coaches many high profile
sellers on using Facebook to increase sales.
Business
Two things to keep in mind when it comes to using Facebook for
business:
1. Your personal profile will still play a big part in your efforts, since
you cannot add friends with ‘Pages’ (they can only add you).
Be aware that your personal profile may need an overhaul to be
business-ready.
You also need to be mindful of your time. The intent of this book is
to develop resource-friendly processes that will grow your business.
If you are spending too much time managing your social networking
150
activities, you are defeating the purpose.
Be Have a common purpose. Being active in 3-4 different communities
is a great way to network and gain tremendous exposure, but you
consistent
want to stay as consistent as possible. By consistent I mean the
objectives (not the activity) in each should be uniform.
to increase
While maintaining a common purpose, you also need to avoid
being redundant. Ideally you want each network to feed the others,
so having the same updates or posts on all of your networks is
reach. counterproductive.
You should also post some of your best work (blog posts, articles,
etc.) to your Facebook and LinkedIn pages. This will help potential
“followers” understand what they can gain from networking with you.
Link them up. Each of the networks we’ve discussed has a place
for other links. Each of your networks should link to the others. Make
it easy for viewers of your Facebook profile to follow you on Twitter,
make sure your Twitter profile has a link to your blog, etc.
151
Participation Choose a voice. Your blog may embody much more of your
personality than your LinkedIn profile, and is even more true of your
drives traffic.
Twitter account. You want to stay consistent with your tone and
personality in each of these environments so that users who choose
to interact with you will have a familiar experience. That’s not to say
you can’t mix it up from time to time, but you should choose a primary
“voice” for each.
Note: Using the same photo for each community is a good idea
because it helps promote your personal brand. When people start
seeing you everywhere, they’ll stop and take notice.
Be mindful of your time. Initially you’ll spend a lot more time with these
tools - setting up your profiles, adding users and making minor tweaks
152
Plan time to along the way - than you will eventually. You may also find yourself
overwhelmed with the amount of great information (on Twitter for
cultivate.
example). It’s OK, just know that until your networks gain critical mass,
you’ll still need to keep up with the outside world and your normal
duties.
Develop a plan. Once you get the hang of things and build your
network, it’s not necessary to spend more than 5-10 minutes a day on
each of your communities. Plan this time in your schedule and stick
to it. Social Networking does not usually bear immediate fruit, but the
long term benefits can be phenomenal.
153
What does the web Managing Your Online Reputation
say about you? As a sales professional, it’s highly likely that you spend a good deal
of time on the web (If you don’t, you should). What you might not
realize is the permanent footprint you leave behind. Because of the
proliferation of the web and the explosive growth of social media, the
amount of individual information available online might surprise you.
Want proof? Go to www.pipl.com and search for yourself.
154
Did you know? Here are some tips to help you tidy up your online persona:
To start, google your name. Use quotations around your name in your
search so you will only get exact matches. Take note of anything in the
first 2 pages of results that you wouldn’t share with a first date. If you
have a common name, results that actually refer to you may not even
appear in the first few pages, which is fine.
Now, visit the links that you would like to remove from the search
results and look for ways to either hide or delete that information.
It may be a simple step, or it may involve deleting an account
from whatever site the information may reside on. It might also be
necessary to contact the site owner. In some cases (such as with
public records) you cannot remove the information, but you may be
able to push it off of the front page using some ideas I’ll share a little
further on.
You need to decide what level of distinction you want between social
networking and your business. If you’re trading jabs with friends,
ranting about the last movie you saw, or posting private pictures on
Myspace or Facebook, it’s probably best to keep business contacts
off your friends list.
155
Keep If you decide that you want to use Facebook or similar sites for
business networking, make sure you clean up your profile so that
business
it is suitable for this purpose. You can also control what content is
available to your “friends” in the most popular online communities.
seperate.
My suggestion is to start by using your favorite social network for
friends/family, and use a site such as LinkedIn for business contacts.
I prefer to keep them completely separate, though Facebook has
presented businesses with some compelling opportunities, as
discussed in the previous section.
It may also be useful to delete any outdated profiles. While your daily
social site might be up to date, you don’t want to forget about an old
profile from your college days that could come back to haunt you.
Once you have sterilized your online presence, it’s time to make it
shine. Here are a few good ideas for increasing your online cred:
156
Post more Make sure you have a complete LinkedIn profile. Ask colleagues
and clients for testimonials. A good LinkedIn profile should be as
good stuff.
complimentary as a well-written resume (and can be used as such).
Have some useful information to share with the world? Have articles
published on sites like www.ezinearticles.com. Sites with large
amounts of traffic rank very high in search engine results.
There are also services such as Reputation Defender that you can
use not only to monitor your reputation, but to help to clean it up and
make sure people are only seeing the things you want them to see.
Summary
A complete and testimonial-rich LinkedIn profile is a must for
any sales professional.
and
Include a link to your profile in your email signature and invite
prospects to join your network.
Resources.
Social networking is a way to build relationships, not to sell
directly.
Consider Twitter and Facebook as additional networking
avenues.
Develop a specific strategy and don’t spread yourself too thin.
WhyFacebook.com [Blog]
LinkedWorking: Generating Success on The World’s Largest Profes-
sional Networking Website [Book]
Are you guilty Are your on-screen sentences more than 6-8 words?
of lousy
Does any slide require more than 5 seconds of reading?
Do you spend time on demonstrations when a screen-shot
presentations?
would suffice?
Most of us are guilty of a few (or all) of these things. It’s OK. You’re
doing things exactly the same way your competitors are. If your product/
pricing/reputation is superior enough, you may make an average
number of sales this way. If you want to provide greater value and a
vastly more enjoyable experience for your prospects, we should explore
some ways you can improve this process.
159
Do your Your sales presentation should tell a detailed story of how your product/
service will improve life for those involved. Does the location of your
research.
corporate office have any impact your audience? If it does, fine, but
ask yourself if every part of your presentation adds value. If it doesn’t,
ditch it. Does the number of years you’ve been in business matter?
Salesforce.com is one of the youngest companies in the CRM space,
yet it is probably the most respected.
My point is, get rid of the useless. It’s your job to understand what will
add value to your audience and to deliver nothing more. If you haven’t
had enough dialogue with the prospect to understand where the value
lies, reschedule the meeting. If your slides are full of information that is
easily found online or in your brochures, unplug the Internet and start
over.
competition
Always treat discovery and presentation as two separate steps. The
first half of your presentation should not be spent asking questions to
determine how the second half will go. That should take plance in a
Use an agenda
161
Present last, Most sales professionals don’t think to suggest when they’d like to
present, so the chances that you will be able to pick your spot are
or first?
pretty good.
Be cautious: while going last has its advantages, you should be extra
careful to exclude unnecessary information and education points,
as the prospects are probably already fairly well informed and tired
of being in the conference room. Another advantage of going last is
that the audience will typically ask more questions and give you more
opportunity to show value. During the first presentation, they didn’t
know what to ask.
In Person
Establish a time to arrive which will allow you to properly setup,
grab a drink of water, test the Internet connection, etc. Don’t
assume the contact knows you will arrive early. Always get
a cell number for your contact - they are probably shuffling
around before you arrive.
In a conference room setting, avoid the “us vs. them” seating
arrangement. Get cozy. During discussion periods it should
feel like a roundtable discussion. It truly makes a difference as
far as the vibe in the room. You hope to be working closely
with these people; be a team.
Don’t speak from behind the audience while they look at the
screen. There shouldn’t be much there to look at anyway! You
are the mascot; let them see your enthusiasm (if you don’t
have enthusiasm for what you sell, check out our job boards).
The prospects’ eyes should focus on the screen for no more
163
No cards, no than 5-10 seconds; the rest of the time they are witnessing
wisdom and value spewing from your happy face.
Virtual
Send the virtual conference details when you set the meeting,
not the day before/of the meeting. Your contact wants to get
people scheduled before calendars fill up. Don’t make them
send an update when you get around to setting up the virtual
164
conference.
Manage Ask the prospect to test out the virtual conference tool in advance,
even if it’s one they use regularly - these programs are
introductions.
updated often.
Ask the prospect to arrive a few minutes early so you can
work through any technical issues without eating into your
meeting time.
If there are more than 5-6 people on the prospects’ side, don’t
ask for introductions - it can be awkward. Instead, find out
who is coming in advance and acknowledge them. You should
get an attendee list in advance regardless.
When introducing your team, give each members title and
explain why you have asked them to join. Having your team
introduce themselves can also be awkward; just pause briefly
for each to say hello if you are more comfortable with that.
Each member of your team should be accustomed to stating
their name before they speak if there are more than 2-3 of
them. Otherwise, the prospect can be confused as to who is
talking. Though you can tell their voices apart, your prospect
probably cannot.
Invite prospects to use the chat box for questions so that
they don’t forget them while you are talking. Make sure
someone is watching the chat window.
165
Practice. Use a headset. One benefit is that you have your hands free
to run the presentation. The other (and maybe this is just me)
Practice.
is that the cord keeps you from wandering away. I used to
have a bad habit of this, and I would have to trek back to my
computer (sometimes rooms away) to change the slide. I still
there’s value
transition. Otherwise it almost seems as if you’re just seeing the
slide for the first time yourself as you gather your thoughts.
for everyone
3. Kindly reject RSVP’s. If there are people from the prospects’ side
that won’t get any value out of the meeting, let them know and
suggest setting up a separate meeting. This happens often with IT
in the room. people who are brought into meetings unnecessarily. Why are they
invited? Because your competition gives the dog-and-pony that
includes every piece of irrelevant information that can be fit on a
slide. You tell a story about a brighter day for their business, only
touching on technicalities if needed.
4. If you are not fully comfortable with speaking to groups, join a local
Toast Masters group, or volunteer to give internal presentations
to your company. Practice is the only way to get over this hurdle
(which is especially common among folks who transition from
inside sales). Anyone who tells you to just “picture them naked”,
hasn’t spoken in public.
On to the presentation...
167
99% of slides Slides. Slides. Slides.
are terrible.
Even if you are excellent at solution selling and gaining buy-in from
power, at some point you are probably going to have to put together a
slide deck to educate a group on the value of your product or service.
In a perfect world, slides wouldn’t exist. A presentation would just be
you, your prospect and your ideas. But the client is going to want to
see the solution in action, and slide presentations or virtual demos are
the ways they are used to doing so.
This is quite a bit different from what most of us are familiar with. Your
company probably breaks all of these rules. Every presentation you’ve
ever seen probably breaks all of these rules. That doesn’t make it OK.
If all you have to offer is bullets and drawn out text, what use are you
as a presenter? A document would suffice just fine.
Your value is your expertise and your ideas. As soon as you put them
in a slide, they are no longer your ideas (in the prospect’s mind). They
could have come from anywhere. There is no enthusiasm or emotion
in words on a screen. A slide should be a representation of an idea;
the good stuff should be coming out of your mouth.
169
Usual You can read. So what?! Nobody wants to be read to. Never repeat
the information on the screen verbatim (or even close). It’s just dumb
and I don’t think I need to explain why.
They audience can read too. And they will. Text on the screen should
not take more than 5 seconds to read. If they spend more time than
that reading, they are not paying attention to you. Seth Godin, one of
my favorite idea people, has said in his articles and books that you
should never use more than 6 words on a slide. I tend to agree, but
I understand this will be too dramatic a change until you get used to
presenting in a different way. When you get good at it, you’ll begin to
see the beauty of this and you can shoot for the 6 word mark. There
vs. are exceptions to this rule, such as in the case of a quote, but they are
rare.
See the images to your left for an example of old thinking vs. new. In the
first example, not a single item on that list is going to resonate. It’s all
stats and every vendor who has walked through that door has had
them. In the second example, you reference emotion and then YOU tell
the prospect about why your customer experience is so extraordinary.
Now, if you adopt this idea (which I hope you do), you may be inclined
Smarter
to use more slides. Don’t. In fact, if done properly, you can probably
give your whole presentation using just 5-6 slides. How different would
that be from the 42 slide presentation your prospect just sat through?
170
Text is for If you still find yourself left with bullets, consider giving each item a
separate slide. Then, decide if an image or diagram can properly
proposals.
relay the message. If it is really important enough to leave in the
presentation, give it the attention it deserves.
Images
Content
Every slide in your presentation should tell a story about how the
prospect’s life will be better with your solution. All of them. You can
use things like similar case studies, prospect-specific samples, or
samples of previous work.
One thing that every presentation should also include is new ideas,
things that your solution can help with that your prospect had not
171
yet considered. This could mean simplifying a process, eliminating
Start from redundant solutions, impacting a separate business unit or simply
doing something better than was expected. We’ve all had those
scratch.
moments when the audience starts nodding in agreement and talking
amongst themselves. These are the moments you should aim for.
I save all of my slides and add concepts that I may want to use
later in a sort of master file which I call my buffet. Later, after I have
conceptualized the presentation, I go through the buffet and look
for slides with similar ideas that I can re-purpose. This saves me
a lot of time, and I often come up with better ideas for the current
presentation after browsing previous ones.
Design
afraid of
can dramatically enhance the aesthetics of your presentation.
good
alignment and consistency across pages, but we’re not trying to
turn you into a graphic artist. For more excellent information on slide
design, I highly recommend a book called Presentation Zen by Garr
design. Reynolds.
Conclusion
While there is a lot more that could be said on this subject, and I could
probably write an entire book on it (I might), I hope I have given you
enough information that you might be able to modify some of your
current practices and make the presentation process better for all
involved.
173
Chapter Summary
Summary
Be prepared and conduct thorough discovery
Eliminate the useless
174
Quick Tips: Quick Tips: Meetings
Meetings
Never demonstrate a product; present a solution. Technical
demonstrations should account for no more than 30% of your
allotted time unless they clearly show how your solution will
meet the exact needs of the client.
Open-ended agendas show a lack of preparation. Stick to a
well composed agenda and encourage conversation. Provide
adequate structure to ensure that you will cover the most
important items on your agenda.
Never leave a meeting without knowing the name and role of
everyone in the room. The one person you do not introduce
yourself to may be crucial in securing the deal.
If someone you have never met will be attending a meeting,
do not schedule a virtual conference. You have only one
opportunity to make a first impression and an in-person
meeting is by far more effective than a virtual meeting.
Match power with power. If a business decision warrants the
prospect’s CEO’s presence, it might warrant yours as well.
Don’t let your sales engineer or product manager sidetrack your
meeting. They most often don’t understand the direction you
have intended for the dialogue and if allowed, they will spend
175
time on features and benefits that are important to them and
not to the client. Have this discussion before the meeting.
Whenever possible, demonstrate your understanding of the
prospects’ needs. Your demo should tell the story of exactly
how the needs will be addressed. You will be surprised
by how many of your competitors fail to do this, and the
feedback will be immediate.
One of the most valuable pieces of information you can
provide to a wide-eyed board room is how a similar company
is meeting the same challenges using your product or service.
Decision-makers crave real world applications, especially if
one that involves one of their competitors. This is also a great
way to resurrect a dead audience.
If you bring your superiors into a first meeting for no reason,
you are giving up power. The prospect will either see you
as incapable of meeting their needs or they will prefer to
communicate with your superiors.
176
You’re a Creating A Defined Short-List Process
finalist, so
Note: Readers who engage in highly competitive sales processes,
especially those involving RFP’s, will gain the most from this chapter,
though the ideas presented have value for all sales professionals.
what? For example, if freelancers using eLance to win business were to use
these methods, their sales would increase dramatically.
win rate.
“blind” RFP’s, my success rate (executed contracts) has been 80%,
totaling over $1.3M in contract value.
This is very close to the process I used to achieve the 80% win-rate
I mentioned. Every item on this list has a purpose, but the real intent
is to engage the prospect in ways that your competition does not, to
reduce the perceived risk of your solution (risk concern is at its highest
point during this part of the sales process) by sending testimonials
179
Hedge your and white-papers, and to begin to transfer ownership to the buyer by
introducing key players and resources which are typically held until
bets.
after the selection.
Summary
You can dramatically increase your chances of winning
competitive opportunities by developing a repeatable short-list
process.
180
Additional Tools and Resources
On the following pages you will find some of my hand-picked favorite
resources for sales professionals. Every tool listed in this chapter
is highly recommended and has increased my productivity or sales
performance in some way.
Every tool here is also free, or has a free trial - usually with very limited
My favorite restrictions. Free as they may be, these are some of the coolest tools
discussed in this book!
chapter.
181
Website: SlideRocket.com SlideRocket!
Ease Of Use: Intermediate
SlideRocket is one of those tools I’ve been hoping would come
Free Trial: Yes
around for a long time. It is an online tool for creating and delivering
Cost: Free (Basic), $10/mo (Individual), presentations. In that sense, it’s similar to PowerPoint, but that’s about
$20/mo (Business) where the similarity stops.
182
Website: Lovelycharts.com LovelyCharts
Purpose: Chart/Diagram Creation
If you’ve ever tried to build a chart or diagram in Word or Excel,
Ease Of Use: Beginner
you know the process can be cumbersome and the results leave
Free Trial: Yes something to be desired. LovelyCharts takes all of the hassle out of
creating elegant and logical charts & diagrams. It’s also super easy to
Cost: Free
use and it’s free.
Key Benefits:
“Diagrams are great, because they are a very simple and extremely
Superior Charts efficient way to intelligibly represent even the most complex ideas. But
Chart Library drawing diagrams can also be very complicated, simply because most
Export to Presentation Software diagramming software require you to draw. Lovely Charts’ motto is
Easy to use “You think, we draw!” - Lovelycharts.com [sic]
Easy to customize
183
Website: Jigsaw.com Jigsaw
Purpose: Find Contacts/Prospects
Jigsaw is the most popular place online to get and share contact
Ease Of Use: Beginner
information. It’s become very popular because of it’s ease of use,
Free Trial: Yes completeness, accuracy of data, and the free information they
provide.
Cost: Plans Vary by Activity
“Jigsaw is more than a go-to place for those looking to conduct
Key Benefits:
vibrant, efficient and successful B2B campaigns. We’re also
Find exactly the contact you need a global community of 700,000 members who contribute to,
11.9M Contacts from 2.2M Companies maintain and constantly update our vast database of millions of
Pay-per-use option business contacts.
Earn credits for adding contact info
Jigsaw also offers powerful tools that enable you to make robust
Easy to use
searches, build targeted lists and better promote your website...
Most popular online contact database
for free! Dynamic features like Free Company Data, Company
Wiki and Research Tab let you quickly dig deeper to secure those
hard-to-reach contacts, mount effective campaigns and conduct
business with greater ease, efficiency and success.” -Jigsaw.com
184
Website: Passivepipeline.com Sales Success Forums
Purpose: Connect and share ideas
with other Sales Professionals The Sales Success Forums are an online discussion tool hosted
by ThePassivePipeline.com. Discussions range from topics like
Ease Of Use: Beginner
prospecting, RFP creation, to presentations, closing and more.
Free Trial: Yes
It’s always free to use and interact with other Sales Pros from around
Cost: Always Free the world. Get feedback on your sales copy or pitch, fine tune a
presentation, or simply get advice from others on any variety of topics.
Key Benefits:
Click here to visit the forums and create your profile.
Free to use
Personal Profile
Network and share ideas with sales-
professionals from around the globe.
Searchable Knowledge Base
New users join daily
Learn from the experts
185
Website: Zoominfo.com Zoominfo
Purpose: Company & Contact Infor-
mation Zoominfo takes the hassle out of finding detailed company profile
information and building lists. It is not as comprehensive as some of
Ease Of Use: Beginner
the paid services (Hoovers, OneSource), but it’s free.
Free Trial: Yes
“You spend hours researching and making cold calls to find the right
Cost: Free for basic search person within the company you’re targeting. Every minute spent
making fruitless phone calls is a minute lost in closing deals and
Key Benefits:
making money. Maybe you need to connect with the head of human
Easy access to information sourced resources, or the engineering manager or the vice president of IT.
from all over the web. Whoever it is, whatever their title, access to the right person - their
See updated news stories/press name, their phone number, their email address - opens the door for
releases/whitepapers you. “ - Zoominfo.com
See key contact information
See detailed contact information (paid
version)
186
Website: download.live.com/writer Microsoft Live Writer
Purpose: Blog Authoring
Microsoft Live Writer is a free and incredibly easy to use tool for writing
Ease Of Use: Beginner
blog posts. It works with most popular blogging platforms and allows
Free Trial: Yes you to create great looking blog posts, to preview them before you
publish and to send them directly to your blog. I highly recommend
Cost: Free
this tool to anyone who manages a blog.
Key Benefits:
WYSIWYG Interface
Easily Add Photos/Video
Preview Your Posts
Save Drafts
Publish Automatically
Create great looking posts
187
Website: RememberTheMilk.com Remember The Milk
Purpose: Task Management
If you’re like me, you’ve tried several different tools to keep yourself
Ease Of Use: Beginner
on task over the years. I’ve tried everything from PDA’s to Outlook to
Free Trial: Yes Notepads and just about everything else. It always goes OK for a few
days, and that’s it. Sound familiar? Finally I found a task management
Cost: Free
software that works for me because it was built intelligently, based on
Key Benefits: the Get Things Done (GTD) model developed by David Allen.
Web/PC/Mobile based - use it any- Remember The Milk is intuitive, easy to use, portable and
where engaging - meaning it emails you daily task lists which can help
Intuitive grouping and priority labeling remind you to use it while you’re adjusting to the new process.
Exceptionally easy to use and update
Email Reminders
Flexible sorting and filtering
Add Tasks Via Email
188
Website: GetAbstract.com GetAbstract
Purpose: Business Books
Did you ever read CliffsNotes when you were in school? GetAbstract
Ease Of Use: Beginner
is the business equivelant to CliffsNotes - offering summaries and
Free Trial: Yes the key points of thousands of business books as PDF or Audio files.
Their team of editors does a fantastic job of grasping and relaying the
Cost: Varies by subscription type
concepts of hundreds of books each month. You can download a few
Key Benefits: abstracts for free using the link on the left.
Digest dozens of books in the time it
takes to read one.
Evlaute the book before you buy
PDF/Mobile and Audio Formats
All the latest titles and bestseller
Try it free
189
Website: Xobni.com Xobni
Purpose: Outlook Enhancement
Xobni (“Inbox” backwards) is a free
Ease Of Use: Beginner
tool for Microsoft Outlook 2003/2007
Free Trial: Yes which offers a very compelling set of
features for Sales Professionals. These
Cost: Free
features come in three main areas:
Key Benefits: organization, relationship building, and
Faster, more comprehensive search productivity. In a year when experts
Detailed user information predict the average adult will spend
LinkedIn and Facebook integration 41% of their work time managing email,
Email history with user by conversation any increase in productivity is highly
History of files exchanged between you desirable.
and the user Overall it’s a great tool (see all the
Ability to schedule time with the user features on the left), it’s free, and even
based on your calendar openings aside from the extra features, it makes
Hoovers company profile information your email history much easier to deal
Contacts you have in common with the with.
user
An overall better, more efficient Outlook
experience
190
Website: LeadLander.com LeadLander
Purpose: Prospecting
LeadLander is a very cool utility that allows you to see what
Ease Of Use: Beginner
businesses visit your website and which specific pages they visit. This
Free Trial: Yes is a fantastic opportunity to find warm prospects and identify their
specific interests.
Cost: Varies by use
Salespeople can identify their own territory in the settings, and
Key Benefits:
LeadLander can also send automated emails in real time as the
See who is accessing your site prospects visit your site. Powerful stuff.
See what content they are veiwing
See company profile information from
the dashboard
Run Reports
Automated email notification
View the keywords they used to find
your site
Note: There is a script that must be placed at the bottom of your web pages in
order to use this product. You will likely need to talk to your webmaster to follow the
191 instructions which are sent when you start the trial.
Website: Google.com/reader Google Reader
Purpose: RSS Reader
Google Reader is the preferred reader for reading and managing
Ease Of Use: Beginner
RSS Subscriptions. By using RSS you can keep current on all of your
Free Trial: Yes favorite blogs, search results and more. It’s a free tool from the folks at
Google Reader Labs.
Cost: Free
Key Benefits:
192
Website: Google.com/Alerts Google Alerts
Purpose: Market Intelligence
Google Alerts is one of the most powerful single tools on the internet
Ease Of Use: Beginner
for sales professionals. It’s also probably the easiest to use, and it’s
Free Trial: Yes free.
Cost: Free It works very much like a traditional Google Search, except the results
are delivered to you automatically via email, and you are continually
updated whenever there are new additions to the web that match
your criteria. Instead of thousands or millions of search results, Google
will provide you with links to only the latest articles, blog entries and
websites containing the search terms you specify.
I’ll give you an example of how I use Google Alerts to illustrate why
this is important:
I have Google Alerts set up to search for entries containing my
industry and the term “RFP”. A big portion of my company’s business
involves formal bid processes. Any time those two phrases appear on
a website or article, Google tells me about it.
193 If I were to simply do a Google search for those terms, the first dozen
or so pages of results would be either companies that I compete with
or results that are very old. The results are indirectly skewed by age,
so the first fifty thousand may be from more than a year ago. By using
Alerts, which will only deliver new entries, I am able to find these new
opportunities without sorting through thousands of pages of search
results. If I waited for these RFP’s to appear in search results, they
would already be awarded and I would have to re-run this search
constantly!
Not all of the results that are emailed to you will be relevant, but the
ones that are will have great value. Once a week on average I find a
prospect who is issuing an RFP for my product that no one on our
sales team knew about previously. This week alone a single Alert has
added over $400,000 to my company’s pipeline. It would take an
entire staff of researchers to find this kind of data manually.
Let’s say that you participate in 12 formal bids per year (this could be
quite low depending on your industry). Let’s also assume that ½ of
your business comes from formal bid processes. This means that you
participate in 24 projects per year or an average of 2 per month. If by
using Google Alerts you uncover only one additional opportunity every
2 months, you have increased your pipeline by 25% annually, with 5
minutes of work.
That’s just one example of how you could use Google Alerts. Here are
a few others:
Your Competitors
Find out what is going on with your competition today. Find
out what the web community is saying about them. Read
their press releases and case studies. Know just as much
about your competition as they know about themselves.
Your Best Clients
Discover what’s new with your clients. Be aware of mergers,
acquisitions and key personnel changes. Uncover new ways
to help your clients succeed before they think to ask.
Industry News & Events
Partners
Emerging Technology
Sales Tips
Stock Prices
195
Tying it all Together
As I’ve alluded to several times in this book, the real power of the
Passive Pipeline is realized when all of the techniques we’ve covered
are used simultaneously. Each additional tool that you use increases
the effectiveness of the others.
Clean data results in more efficient and effective marketing.
Effective marketing increases the efficiency with which you
find opportunities.
Targeted messages increase your CUE and, in turn, your
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Cause and Your new efficiencies allow you to spend more time focusing
on winning business.
In the time you would spend making just one “real” connection, you
now have the opportunity to reach hundreds. While your previous
methods all but assured that you would spend the rest of that
relationship trying to prove your worth, you are now working with
prospects who are glad to be working with you.
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Simple steps: Now let’s look at a summary of the steps involved in achieving
these things:
Clean your data.
Create smart queries.
Execute a solid email marketing plan.
Update your blog a few times a week with new content.
Participate in Social Networks to gain visibility, credibility and
reach.
Spend a few hours per week building, tuning and participating
in your social communities.
It really is that simple. Work intelligently, plant the seeds and
your Passive Pipeline will continue to bear fruit endlessly.
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Keep I do not know what line of work you are in and I do not know which
aspects of this book will be most useful to you. For those reasons, I
moving
have not included timeframes or tremendous detail in this roadmap.
You can refer back to each chapter as you put your own plan
together.
2. Settle on a CRM system (either the one you have, or a new one).
3. Clean your data. Make sure you have all the fields you need to
properly segment your market.
4. Create your queries. You should have one query for every story
you have to tell.
5. Choose an email platform. The ability to track who opens your email
and which links they click is paramount. Do not take this for granted.
innovate. 10. Spread the word about your blog using the techniques
we’ve discussed.
12. Add all former contacts whom you feel would be useful
professional connections.
14. Include links in your email campaigns to your blog articles that
are specifically useful to the exact recipients you are sending the
email to.
16. Grow your professional network. Add new contacts and regularly
search for previous contacts that have recently joined LinkedIn.
17. Look for new and creative ways to promote your work, build
relationships and increase your reach.
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Learn to Once you have conditioned yourself to leverage technology and a
new way of approaching opportunities, you will enable yourself to
adapt.
continuously innovate. This is a quality that I hope I have helped to
foster in your professional sales career. It is my goal that as a student
of this book, you will uncover new and exciting ways to increase your
reach and your CUE before I even have a chance to revise this book.
The tools and techniques we have covered will not remain privileged
information forever. In fact, in some circles they are already
commonplace. The key is learning to adapt and to position yourself
to take advantage of new opportunities for greatness as they are
presented.
Some of these techniques will be more fun than others, but one
promise I will make is that the payoff will be far greater than what
you will get by continuing to do the things that aren’t yielding results
today. The business world is moving exponentially faster than at any
other time in history. As a profession, we have failed to match that
pace. But we have a tremendous opportunity in front of us, and I
hope you will choose to take advantage of it.
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