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Mastering Technical Sales The Sales Engineers Handbook Third Edition Artech House Technology Management and Professional Development Ebook PDF Version
Mastering Technical Sales The Sales Engineers Handbook Third Edition Artech House Technology Management and Professional Development Ebook PDF Version
Summary 40
Appendix 4A 41
Model 2: Getting Off the Ground: 20– SEs and $50–100 Million in
Annual Sales 310
Model 3: Economies or Diseconomies of Scale: 100–200 SEs and
$400 Million in Annual Sales 311
Model 4: Over $500 Million in Annual Sales—Splitting the Business Unit 312
Model 5: Differences in the SaaS SE Organization 312
Making the Models Work in the Real World 313
Summary 313
Prioritization 341
Qualification 341
Quantification 342
A Simple Structure for Managing Your Time 342
Importance 342
Impact 343
Timeliness 343
Prioritizing the Tasks 343
How to Run Your Day 345
The Daily Close 347
Designing Graceful Fallback Plans 347
Get a Little Help from Your Friends 347
Apply the 80/20 Rule 348
Attaching Caveats 348
“Be Prepared” Prioritization Tactics 349
Long-Term Time Management 350
Negotiating Work Levels with Your Manager and the Sales Rep 350
Personal Commitments 351
Working in Abusive Environments 351
Summary 351
Index 371
Acknowledgments
xix
xx Mastering Technical Sales: The Sales Engineer’s Handbook
David Siles, Scott Lillis, Andy Spencer, Anuja Sharma, David Gregory, Jon
Aumann, Dr. Greg Anderson, Orcun Terzel, Patrick Dennis, Peter Beer, Matt
Zwolenski, Jack Fine, Bob Burkhardt, Bill Balnave, Eric Popiel, Mark Land-
wer, Chris Daly, Peter Doolan, Paula Brown, Lisa Larson, and Rob Engle. I
borrowed at least one fantastic idea from each of you!
Credit also needs to be given to my parents, who taught me the value
of hard work and that if you don’t have a dream it will never come true. I
also thank my children, Amanda (a presales engineer) and Matthew, who, I
know, believe that very same thing.
Finally, my heartfelt gratitude goes out to my wife and trusted advisor
Allison, for her unshakable confidence in me. She remains convinced that I
will someday write the great American novel.
John Care,
Newtown, Pennsylvania
June 2014
First, I send thanks to all of our readers and reviewers from the past dozen
or so years. This book has been sold on every continent to thousands of
mostly satisfied folk. If you aren’t satisfied, I encourage you to drop us a line
at www.masteringtechnicalsales.com—if you provide a great anecdote that
proves one of our points right or wrong, we’ll put your name on this page
and put you in the next edition!
Thank you also to past and current managers and mentors who’ve
inspired me and encouraged a drive for excellence in all endeavors: Lyle
Bohlig, John Pearson, Dan Akers, Todd Carter, Kris Klein, Zach Maurus, Da-
vid Popowitz, Don Smith, Bob Spinner, Taek Kwon, and Robin Schoenbeck.
I would also like to thank those who helped out with early reviews of
the original chapters, engaged in content discussions, or provided ongoing
support and feedback: Jason McKarge, Scott Anscheutz, Bob Spinner, Dave
Yarnold, Carol Chase, Lisa Tucci, Dwight DePalmer, Sandy Ward, Eric Allart,
Mark Puckett, Rodney Goodger, Jonathan Farmer, and Don Smith.
Thanks as well to a large group of people with whom I had the pleasure
of working and seeing in action. Your exploits can be found in the text,
so don’t be surprised if the some of this sounds familiar: Arek Dysko, Tim
Miller, Matt Panning, Alex Saleh, Brett Cain, Derek Sampson, Simon Beavis,
Nick Earl, Dave Henshall, Joe Jouhal, Mark Christiani, Jon Parkes, David
Quantrell, David Baldry, Bruno Labidoire, Steven Kresko, Nick Riitano, Jay
Tyler, John D’Amour, Matt Roloff, Barry Holley, Austin Wells, and Nelson
Veiga.
Acknowledgments xxi
Aron Bohlig,
San Francisco, California
June 2014
CHAPTE R
1
2 Mastering Technical Sales: The Sales Engineer’s Handbook
and many other permutations. As mentioned, the skills required are diverse
and frequently difficult to find in a single individual. This means that good
SEs constitute a rare breed. But why do companies pay so dearly for this
unusual skill set? The answer is something we call the product/market gap.
This gap refers to the fact that by the time a high-tech product gets to mar-
ket, that product is fundamentally dated. This may mean that the product
is too slow or that the product doesn’t have the full suite of features cur-
rently demanded by the market. It is your job to sell these products that
only partially match the market need to the customers who constitute that
market. In some cases your products will perfectly reflect the current needs
of the market, but usually only for a short period of time. This product/
market gap is driven, on the one hand, by media and analysts who are al-
ways demanding more of vendors and, on the other, by the executives in
your company who want to expand the use of your product beyond your
traditional customers. The good news is that when this happens, an exciting
frontier is born—a frontier where there is money to be made and excite-
ment to be had.
Accordingly, this book is intended to help you do the following:
1. Make money;
2. Improve your skills;
3. Keep your sanity.
This book is set up in a modular fashion so you can order those pri-
orities as you see fit. The chapters are each meant to serve as a lesson in
a particular facet of the job. Each should be short enough that you can
easily read the chapter and apply its lessons to your skills and needs in a
single evening or a single plane flight. It is our hope that you can use this
book to great effect while traveling. Some chapters include material that is
paraphrased from other chapters to provide context, but in general, each
chapter can be read individually.
How should you get started? Later in this chapter, we recommend spe-
cific chapters to start with depending on your role and level of experience.
If you are new to sales, you may want to start from the beginning or at least
cover the first few chapters. Once you complete Chapter 2, “An Overview
of the Sales Process,” try to pick a chapter relevant to problems you are cur-
rently facing in a sales cycle.
While reading the material, keep in mind that each technique must
be customized to your particular situation. In sales, the best practice is al-
ways the one that wins the deal. Quoting verbatim from this book is un-
likely to win you points with a difficult sales rep, but the practices we have
documented should give you sufficient background to reach a mutually
4 Mastering Technical Sales: The Sales Engineer’s Handbook
beneficial solution. You will find that the chapters are broken into three
parts, each targeting a progressively more experienced reader. Within each
chapter, we also give specific advice based on the reader’s seniority and as-
sumed level of skill.
The chapter format is simple but designed to help you best leverage the
material. Review the list of goals provided at the beginning of each chapter
and use that as a framework to digest the material that follows. If you aren’t
new to sales, pencil in other goals you may have. Then proceed through the
material. Once you reach the “Skill Building” portion of a chapter, read the
appropriate section. Now take a few minutes to reflect on your personalized
goals and see if you have sufficient information on how to reach those goals.
If not, do you now have a good enough understanding of the problem to
pursue the solution? Our intent is that by this approach, a very high propor-
tion of common sales and career issues can be explored. We firmly believe
that if you apply the material in this book, you will experience better win
rates, higher quota achievement, and greater personal satisfaction. You will
also have better tools to manage your career and your personal brand. In
addition, on finishing this book you should gain additional insight into what
makes your prospects and your coworkers “tick.” This understanding should
help you interact with them more effectively, to your mutual benefit.
We now take a look at various types of consultants and suggest the
chapters of specific interest based on level of expertise.
New SE
• Major benefits: You will learn how to develop your skills in sales and
technology. You will also be exposed to advanced sales concepts, tech-
niques, and strategies before you are forced to use them in the field.
• Target chapters: “An Overview of the Sales Process” (Chapter 2), “The
Dash to Demo” (Chapter 9), and “Getting Started” (Chapter 15). The
book you are holding represents hundreds of years of cumulative
sales experience; we are often told by highly experienced SEs that “I
wish I had this book when I started.”
Experienced SE
to raise your visibility and improve your chances for promotion. You
will learn concepts about which you have had an intuitive under-
standing. When you come across such an idea, take the time to re-
flect on how your experience relates to what you have read. Try to
use the frameworks we have provided to systematize the best prac-
tices you have previously employed with what we have document-
ed. The result will be a personalized approach that will improve the
consistency of your output, leading to higher sales.
• Target chapters: “The ‘U’ in Technical Sales” (Chapter 20) and “Time
Management for SEs” (Chapter 28).
• Major benefits: How do you add value to the sales force today? Too
many people in your position do not continuously challenge them-
selves by applying that metric to every strategic decision or com-
ponent of course work. This book covers both management issues
and suggestions for systematizing tactical excellence in your team.
We also provide insight on often overlooked issues such as technical
sales organization structures and political issues within the sales or-
ganization. Our hope is that you will find this book to be an excellent
framework or supplement for your training plan.
• Target chapters: “Organizational Structure” (Chapter 25), “Building
the Infrastructure” (Chapter 26), and “Managing by Metrics” (Chap-
ter 29).
Sales Representative
• Major benefits: This book will provide you with a perspective on where
you should best invest your resources to help the sales force. Your fast
path to success is to read the sales process overview chapter, Chapter
2. Then ask a salesperson how much time he or she spends in each
sales stage. Find the bottlenecks or time sinks, read the appropriate
chapters, and begin improving your support in those key areas.
• Target chapters: “An Overview of the Sales Process” (Chapter 2), “Do-
ing the Math/Calculating ROI” (Chapter 19), and others depending
on current needs.
Technical Consultants
2
Chapter Goals
An Overview of the Sales
Process
Understand different
phases of the sales process.
If everything’s under control, you’re going too
Know which groups are re- slowly.
sponsible for specific steps Mario Andretti
in the sales process.
7
8 Mastering Technical Sales: The Sales Engineer’s Handbook
Table 2.1
Sales Life Cycle
New Product Introduction
Market definition
Marketing campaign
Sales Process
Lead qualification
Request for proposal (RFP) (optional)
Discovery and customer engagement
Present, demonstrate, and propose
Evaluation (optional)
Negotiate and close
Post-sales Support
Marketing Campaigns
Now someone responsible for demand generation builds a campaign to reach
potential purchasers of your product and make them aware of what you
have to offer. The marketing team will likely employ a variety of approaches
to reach these customers. We will consider a few different approaches and
focus on how the approach will impact your situation in the sales cycle.
Customer Events
New products are often previewed at international, national or regional
customer events. Whether a brief evening session or a full multiday boon-
doggle, these are effective ways of receiving direct feedback regarding the
value proposition from existing customers. This feedback is highly subject
to “sampling errors” where the views of the purchasers of the old product
are assumed to be similar to those of the nominal purchasers of the new
An Overview of the Sales Process 9
Partners
A partner (system integrator, distributor, or value-added reseller) may bring
you into a deal. These types of deals have advantages and disadvantages.
One positive aspect is that there is probably a qualified deal to be pursued;
otherwise the partner wouldn’t be bothering you. One negative aspect
is that you will usually not have direct access to the customer, and you
will probably be brought in at the last moment possible for any customer
deliverable.
Lead Qualification
Lead qualification has two major components. The first is the preliminary
qualification performed by your telemarketing support person. This type of
qualification is usually intended to validate the prospect’s budget and prob-
ability of purchase and to identify the key people your sales team should
contact. If the project is big enough and seems likely to go forward, the lead
will be “handed off” to your sales representative. The sales representative is
then responsible for developing an account plan to try to secure the prospect
as a customer.
As part of this process, you and the sales representative will perform the
second phase of lead qualification. In this phase, the salesperson will revali-
date the budget and timeline of the customer, and you will be responsible
for validating the technical requirements of the customer. Once again, if the
prospect looks like they have a sufficient budget and are likely to buy, and
if their technical environment is compatible with your product’s require-
ments, then you progress to the next phase of the sales cycle.
RFP
Larger clients may submit a formal request for details surrounding your
company, products, and other important decision-making criteria. These
documents can range anywhere from 10 to several hundred pages. A very
thin RFP is a good indicator that you are dealing with a project team that has
not gone through this process previously. A very thick RFP usually means
that the customer has hired a consultant that is trying to prove its value by
adding additional detail and complexity to the process.
In cases where you are a key vendor for your customer, you may be
able to avoid the initiation of an RFP process. If this is the case, try to find
out what criteria are used to establish when an RFP is required. Most large
companies have very strict guidelines regarding when competitive bids need
to be issued and when established vendors can be used. By understanding
these criteria, you can avoid accidentally inviting competitors to bid on your
customers’ projects.
If your company is a major player in your market, you will also fre-
quently receive unsolicited RFPs. This usually means that either a competi-
tor or a systems integrator has already sold the concept of the product to the
prospect, and the prospect is trying to ensure that they have a look at the
best products on the market. This situation is a very difficult one in which
to compete, because this unknown third-party competitor will already have
had access to the key contact personnel of the prospect and will have set
expectations that may exceed your capabilities.
An Overview of the Sales Process 11
Presentation
Once you have completed your discovery session, you will be expected to
present your findings. These presentations will typically be in response to
your customer’s request to detail different aspects of your solution. You
should also certainly take the initiative and be sure that you present any
additional selling points you identified during discovery. Chapter 8 pro-
vides insight on ways you can improve the quality with which you deliver
a presentation.
Demonstration
If you are a new SE, you will probably see the demonstration as the most
challenging part of the sales process. Depending on the needs of your client
and the quality of your product, this may very well be true. The truth is that
giving a demonstration is easy. Giving a good demonstration that meaning-
fully communicates the value of your solution is extremely difficult. Many
SEs never rise above merely listing off the features of their products. If you
aren’t beyond this phase yet, this book will help you learn how to put to-
gether a presentation that uses product demonstrations as the proof points
for your key messages. In the end, it will be your ability to choose the cor-
rect messages—and then substantiate them—that will determine whether
your proposal will be superior to that of your competitor’s.
Proposal
Some customers may make yet another cut, further reducing the number
of vendors allowed to make a proposal. The proposal is meant to reflect the
12 Mastering Technical Sales: The Sales Engineer’s Handbook
solution that you are recommending based on your interaction with the
customer. The proposal will also usually include pricing and different legal
terminology describing the way �your company does business. You will also
usually be required to put together a document describing the products you
are recommending as well as detailing dependencies for the customer, such
as other products the customer may need to have in place.
I see increasing reason to believe that the view formed some time
back as to the origin of the Makonde bush is the correct one. I have
no doubt that it is not a natural product, but the result of human
occupation. Those parts of the high country where man—as a very
slight amount of practice enables the eye to perceive at once—has not
yet penetrated with axe and hoe, are still occupied by a splendid
timber forest quite able to sustain a comparison with our mixed
forests in Germany. But wherever man has once built his hut or tilled
his field, this horrible bush springs up. Every phase of this process
may be seen in the course of a couple of hours’ walk along the main
road. From the bush to right or left, one hears the sound of the axe—
not from one spot only, but from several directions at once. A few
steps further on, we can see what is taking place. The brush has been
cut down and piled up in heaps to the height of a yard or more,
between which the trunks of the large trees stand up like the last
pillars of a magnificent ruined building. These, too, present a
melancholy spectacle: the destructive Makonde have ringed them—
cut a broad strip of bark all round to ensure their dying off—and also
piled up pyramids of brush round them. Father and son, mother and
son-in-law, are chopping away perseveringly in the background—too
busy, almost, to look round at the white stranger, who usually excites
so much interest. If you pass by the same place a week later, the piles
of brushwood have disappeared and a thick layer of ashes has taken
the place of the green forest. The large trees stretch their
smouldering trunks and branches in dumb accusation to heaven—if
they have not already fallen and been more or less reduced to ashes,
perhaps only showing as a white stripe on the dark ground.
This work of destruction is carried out by the Makonde alike on the
virgin forest and on the bush which has sprung up on sites already
cultivated and deserted. In the second case they are saved the trouble
of burning the large trees, these being entirely absent in the
secondary bush.
After burning this piece of forest ground and loosening it with the
hoe, the native sows his corn and plants his vegetables. All over the
country, he goes in for bed-culture, which requires, and, in fact,
receives, the most careful attention. Weeds are nowhere tolerated in
the south of German East Africa. The crops may fail on the plains,
where droughts are frequent, but never on the plateau with its
abundant rains and heavy dews. Its fortunate inhabitants even have
the satisfaction of seeing the proud Wayao and Wamakua working
for them as labourers, driven by hunger to serve where they were
accustomed to rule.
But the light, sandy soil is soon exhausted, and would yield no
harvest the second year if cultivated twice running. This fact has
been familiar to the native for ages; consequently he provides in
time, and, while his crop is growing, prepares the next plot with axe
and firebrand. Next year he plants this with his various crops and
lets the first piece lie fallow. For a short time it remains waste and
desolate; then nature steps in to repair the destruction wrought by
man; a thousand new growths spring out of the exhausted soil, and
even the old stumps put forth fresh shoots. Next year the new growth
is up to one’s knees, and in a few years more it is that terrible,
impenetrable bush, which maintains its position till the black
occupier of the land has made the round of all the available sites and
come back to his starting point.
The Makonde are, body and soul, so to speak, one with this bush.
According to my Yao informants, indeed, their name means nothing
else but “bush people.” Their own tradition says that they have been
settled up here for a very long time, but to my surprise they laid great
stress on an original immigration. Their old homes were in the
south-east, near Mikindani and the mouth of the Rovuma, whence
their peaceful forefathers were driven by the continual raids of the
Sakalavas from Madagascar and the warlike Shirazis[47] of the coast,
to take refuge on the almost inaccessible plateau. I have studied
African ethnology for twenty years, but the fact that changes of
population in this apparently quiet and peaceable corner of the earth
could have been occasioned by outside enterprises taking place on
the high seas, was completely new to me. It is, no doubt, however,
correct.
The charming tribal legend of the Makonde—besides informing us
of other interesting matters—explains why they have to live in the
thickest of the bush and a long way from the edge of the plateau,
instead of making their permanent homes beside the purling brooks
and springs of the low country.
“The place where the tribe originated is Mahuta, on the southern
side of the plateau towards the Rovuma, where of old time there was
nothing but thick bush. Out of this bush came a man who never
washed himself or shaved his head, and who ate and drank but little.
He went out and made a human figure from the wood of a tree
growing in the open country, which he took home to his abode in the
bush and there set it upright. In the night this image came to life and
was a woman. The man and woman went down together to the
Rovuma to wash themselves. Here the woman gave birth to a still-
born child. They left that place and passed over the high land into the
valley of the Mbemkuru, where the woman had another child, which
was also born dead. Then they returned to the high bush country of
Mahuta, where the third child was born, which lived and grew up. In
course of time, the couple had many more children, and called
themselves Wamatanda. These were the ancestral stock of the
Makonde, also called Wamakonde,[48] i.e., aborigines. Their
forefather, the man from the bush, gave his children the command to
bury their dead upright, in memory of the mother of their race who
was cut out of wood and awoke to life when standing upright. He also
warned them against settling in the valleys and near large streams,
for sickness and death dwelt there. They were to make it a rule to
have their huts at least an hour’s walk from the nearest watering-
place; then their children would thrive and escape illness.”
The explanation of the name Makonde given by my informants is
somewhat different from that contained in the above legend, which I
extract from a little book (small, but packed with information), by
Pater Adams, entitled Lindi und sein Hinterland. Otherwise, my
results agree exactly with the statements of the legend. Washing?
Hapana—there is no such thing. Why should they do so? As it is, the
supply of water scarcely suffices for cooking and drinking; other
people do not wash, so why should the Makonde distinguish himself
by such needless eccentricity? As for shaving the head, the short,
woolly crop scarcely needs it,[49] so the second ancestral precept is
likewise easy enough to follow. Beyond this, however, there is
nothing ridiculous in the ancestor’s advice. I have obtained from
various local artists a fairly large number of figures carved in wood,
ranging from fifteen to twenty-three inches in height, and
representing women belonging to the great group of the Mavia,
Makonde, and Matambwe tribes. The carving is remarkably well
done and renders the female type with great accuracy, especially the
keloid ornamentation, to be described later on. As to the object and
meaning of their works the sculptors either could or (more probably)
would tell me nothing, and I was forced to content myself with the
scanty information vouchsafed by one man, who said that the figures
were merely intended to represent the nembo—the artificial
deformations of pelele, ear-discs, and keloids. The legend recorded
by Pater Adams places these figures in a new light. They must surely
be more than mere dolls; and we may even venture to assume that
they are—though the majority of present-day Makonde are probably
unaware of the fact—representations of the tribal ancestress.
The references in the legend to the descent from Mahuta to the
Rovuma, and to a journey across the highlands into the Mbekuru
valley, undoubtedly indicate the previous history of the tribe, the
travels of the ancestral pair typifying the migrations of their
descendants. The descent to the neighbouring Rovuma valley, with
its extraordinary fertility and great abundance of game, is intelligible
at a glance—but the crossing of the Lukuledi depression, the ascent
to the Rondo Plateau and the descent to the Mbemkuru, also lie
within the bounds of probability, for all these districts have exactly
the same character as the extreme south. Now, however, comes a
point of especial interest for our bacteriological age. The primitive
Makonde did not enjoy their lives in the marshy river-valleys.
Disease raged among them, and many died. It was only after they
had returned to their original home near Mahuta, that the health
conditions of these people improved. We are very apt to think of the
African as a stupid person whose ignorance of nature is only equalled
by his fear of it, and who looks on all mishaps as caused by evil
spirits and malignant natural powers. It is much more correct to
assume in this case that the people very early learnt to distinguish
districts infested with malaria from those where it is absent.
This knowledge is crystallized in the
ancestral warning against settling in the
valleys and near the great waters, the
dwelling-places of disease and death. At the
same time, for security against the hostile
Mavia south of the Rovuma, it was enacted
that every settlement must be not less than a
certain distance from the southern edge of the
plateau. Such in fact is their mode of life at the
present day. It is not such a bad one, and
certainly they are both safer and more
comfortable than the Makua, the recent
intruders from the south, who have made USUAL METHOD OF
good their footing on the western edge of the CLOSING HUT-DOOR
plateau, extending over a fairly wide belt of
country. Neither Makua nor Makonde show in their dwellings
anything of the size and comeliness of the Yao houses in the plain,
especially at Masasi, Chingulungulu and Zuza’s. Jumbe Chauro, a
Makonde hamlet not far from Newala, on the road to Mahuta, is the
most important settlement of the tribe I have yet seen, and has fairly
spacious huts. But how slovenly is their construction compared with
the palatial residences of the elephant-hunters living in the plain.
The roofs are still more untidy than in the general run of huts during
the dry season, the walls show here and there the scanty beginnings
or the lamentable remains of the mud plastering, and the interior is a
veritable dog-kennel; dirt, dust and disorder everywhere. A few huts
only show any attempt at division into rooms, and this consists
merely of very roughly-made bamboo partitions. In one point alone
have I noticed any indication of progress—in the method of fastening
the door. Houses all over the south are secured in a simple but
ingenious manner. The door consists of a set of stout pieces of wood
or bamboo, tied with bark-string to two cross-pieces, and moving in
two grooves round one of the door-posts, so as to open inwards. If
the owner wishes to leave home, he takes two logs as thick as a man’s
upper arm and about a yard long. One of these is placed obliquely
against the middle of the door from the inside, so as to form an angle
of from 60° to 75° with the ground. He then places the second piece
horizontally across the first, pressing it downward with all his might.
It is kept in place by two strong posts planted in the ground a few
inches inside the door. This fastening is absolutely safe, but of course
cannot be applied to both doors at once, otherwise how could the
owner leave or enter his house? I have not yet succeeded in finding
out how the back door is fastened.