Sales Engagement On-boarding
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Recommended Reading: SALES ENGAGEMENT By MANNY MEDINA, MAX ALTSCHULER, MARK KOSOGLOW
Please note that I am just highlighting some questions in light of the book. However, the book is more detailed, with practical advice, templates, and methods that you can use straight away. I definitely recommend reading the book and using today’s moment as a springboard to delve deeper into the topic later with the help of this fantastic book. Let’s start our journey ☺
Why do authors write this book?
Sales are an art, yet it gets a bad rap. However, salespeople make the world go 'round and the economy depends on their hard work. Salespeople embody many of the core values we hold dear, such as tenacity, determination, positivity, and hope. They are the only profession where the score gets cleared every quarter and they are only as good as their last deal. Salespeople are required to go out on a limb, overcome their insecurities, and roll with the punches from all sides. The authors have been salespersons and are passionate about helping them. They believe that salespeople should be given the tools to make their jobs easier.
Before
we go into the book, we should understand different terminologies like, sales
engagement, sales ennoblement, sales intelligence, automation, and social
selling. Let's learn more about those concepts,
1-Sales
Engagement:
-Sales engagement refers to the
process of interacting with potential customers and building relationships with
them. It is a crucial aspect of any business as it helps to increase revenue
and build customer loyalty.
-Sales engagement involves various
activities such as lead generation, prospecting, outreach, follow-up, and
closing deals.
-The ultimate goal of sales engagement
is to convert prospects into paying customers by providing them with
personalized experiences that meet their needs and expectations.
-In today's competitive market,
businesses must prioritize sales engagement to stand out from their competitors
and create a positive brand image.
-Effective sales engagement requires a
deep understanding of the customer's pain points, motivations, and buying
behavior.
-By leveraging data analytics and technology tools, businesses can streamline their sales engagement process and improve their conversion rates. Ultimately, successful sales engagement is about building trust and delivering value to customers at every stage of the buying journey.
- Technology tools such as CRM systems, chatbots, and predictive analytics can help businesses understand customer behavior and preferences, enabling them to tailor their sales engagement strategies accordingly. Moreover, technology tools can also help businesses automate routine tasks, freeing up sales teams to focus on building relationships with customers.
- For instance, chatbots can handle basic customer queries and support requests, while predictive analytics can identify high-value leads and prioritize sales efforts. This not only improves efficiency but also enhances the overall customer experience.
-In addition to technology tools, data analytics plays a crucial role in sales engagement. By analyzing customer data such as purchase history, browsing behavior, and social media activity, businesses can gain insights into customer needs and preferences. This enables them to create targeted marketing campaigns that resonate with customers.
2-Sales Enablement:
- Sales ennoblement is a strategic approach that
helps businesses empowers their sales teams with the right tools, information,
and resources to engage customers and close deals.
-It involves a range of activities, including training, coaching,
content creation, and technology implementation. By leveraging sales enablement
strategies, companies can improve their sales productivity and effectiveness,
reduce sales cycles, and increase revenue growth.
-Sales enablement also enables businesses to align their marketing and sales efforts to create a seamless customer experience. Overall, sales enablement is a critical component of any successful sales strategy in today's competitive marketplace.
3-Sales Intelligence:
-known
as sales ennoblement tools, refers to a set of technologies and processes that
help sales professionals improve their productivity and effectiveness.
-These
tools include customer relationship management (CRM) software, sales automation
software, email marketing platforms, and social media monitoring tools.
-By
leveraging these tools, sales professionals can gain insights into customer
behavior and preferences, identify new leads and opportunities, and streamline
their sales processes.
- Examples of popular sales intelligence tools s include InsideView, ZoomInfo, and LinkedIn Sales Navigator. These tools allow sales professionals to gather valuable information about their prospects, such as their job titles, company size, and recent news mentions. By leveraging this data, sales reps can personalize their outreach and establish a deeper connection with potential buyers
4-Social Selling & Emotional Intelligence
Social
selling is the use of social media platforms to build relationships with
potential customers and ultimately drive sales.
-
By leveraging tools such as LinkedIn, Twitter, and Facebook, sales teams can
connect with prospects in a more personalized and targeted way.
These
tools allow sales professionals to stay connected with their customers and
provide them with personalized solutions that meet their specific needs.
-In
addition, social selling tools can help sales professionals to stay up-to-date
on industry trends and gain valuable insights into the needs of their target
market. By leveraging emotional intelligence and social selling tools, sales
professionals can create a powerful combination that leads to successful
selling and long-term customer relationships.
-
Emotional intelligence, on the other hand, involves understanding and managing
one's own emotions, as well as those of others.
-
By developing emotional intelligence skills such as empathy and active
listening, sales professionals can build stronger relationships with customers
and better understand their needs.
-This approach not only leads to increased sales but also fosters customer loyalty and advocacy. In today's fast-paced business environment, it is essential for sales professionals to stay ahead of the curve by incorporating social selling tools and emotional intelligence into their selling strategies.
What’s sales engagement in light of the book? How can we improve our sales practices?
-‘’Sales
Engagement is a movement created by a community of forward-thinking sales
leaders, and this book provides perspectives from those leaders. It is not a
silver bullet, but can be a guidebook, idea sparker, and framework
foundation’’. Authors mentioned
-Engagement
is to attract, occupy, or employ, establish meaningful connections, and use
sales techniques, product knowledge, and positioning to save a company from
itself. Great sellers always create a situation where everyone wins, even if it
implies winners and losers.
-Sales
Engagement is a technology that combines the best capabilities of human sellers
and artificial intelligence to make it easier and faster for businesses to
reach customers at the right moment, on the right channel, and to engage them
with the right message. It helps reps break through the noise to even get to
share how fantastic their product is in the first place.
-Sales
Engagement tools enable salespeople to automate tedious tasks and allocate more
time for personally interacting with customers and performing other valuable
sales activities that require a human touch.
-To engage is to draw in, hold onto, or employ, build trusting relationships, and use sales strategies, product expertise, and positioning to save a business from itself. Even though it implies winners and losers, great salespeople always design a scenario in which everyone benefits.
What are the major sales engagement challenges?
Administrative work, lack of data, outdated frameworks, mindsets, and technology solutions hinder sales.
What are the problems sales engagements solve?
1- Due to
new modes of communication, generational differences, and the role of the
audience you're attempting to reach, selling to customers in the way they like
to be sold can be challenging. It is challenging to streamline your sales
process for today's buyers because traditional channels are more crowded than
ever.
2- Revenue Efficiency is an important
goal for Sales and Marketing leaders to achieve success. It involves evaluating
organizational structure, leveraging joint attribution, bypassing vanity
metrics, and finding the right bridge technology. Sales Engagement offers true
revenue attribution, making predictable revenue a reality.
3- Sales Engagement empowers reps to do
more activity in less time, with capabilities like automated e-mail follow-up
and automated meeting reschedules. It also empowers reps to work smarter, not
harder, with blueprints for success like winning e-mail templates and sales
scripts.
4- Sales leaders need to create
consistent, repeatable processes and playbooks to build a reliable machine and
manage relationships with customers.
5- Optimizing new hire time to value can
be a major game changer, and requires a repeatable, scalable data-driven
process that can be easily replicated to get the whole team hitting quota.
6- Data and tech have arrived to make
informed decisions in sales, so don't make gut decisions anymore. Data that
tells a story without bias will save your job.
7- The sales tech stack has arrived,
replacing CRM, phone, and e-mail with the Sales Engagement Platform. This
platform can track and measure response rates, set up multivariable tests, and
share best practices across the team.
What does humanization means in the sales context?
According to the authors’’ Mark’s
Take: The Three Main Types of E-mail Customization and the Pros and Cons of
Each’’
The most important details regarding ‘’humanization
your buyer experience’’ are the three types of e-mail customization:
account-based, persona-based, and hyper-personalized.
1-Account-based customization: involves looking at the specific challenges and goals of a
company, versus those of a role. It can help reps have better conversations,
but it can be time-consuming and requires the ability to make sense of lots of
information.
2- Persona-based customization:
involves creating content that can be used across an entire account, but it can
be time-consuming and requires the ability to make sense of lots of
information. Persona-based customization is customization for role-based
challenges, which can be applied across roles at multiple accounts.
3 Hyper-personalization is customization: at the person (not persona) level, which is handcrafted for the individual to which it is written. It can be highly effective and help reps to understand the people they are reaching out to, but it is time-consuming and difficult to scale without serious resources. It can be hard to find appropriate data to do correctly.
Why is psychology important in sales engagement strategies?
-As authors
mentioned, Persona research is an important part of the sales process, as it
provides a general idea of what's going to be most relevant to a person before
having a live conversation.
- It
also enables sales teams to tailor their communication efforts based on an individual's
preferences.
-‘’
Appending Psychology with Technology Buyer persona research’’, is the first
part of the puzzle, and live customer interviews provide invaluable color and
texture on personality, habits, and work style.
Technology
enables sales teams to take hypotheses formed in buyer research and confirm
them with data. SEPs are sales communication tools that can be used to send
messages at unprecedented speed and scale and return data-driven insights. Amy
Slater, Vice President of Corporate Sales at Palo Alto Networks, believes that
personalization is about creating a one-to-one human connection with the
customer.
-To achieve similar personalization and customer intimacy at scale without sacrificing the human element, companies need to define success benchmarks and know when to automate at scale.
What are effective sales engagement channels?
Email, text, social media, LinkedIn, voice messages can be used to build relationships with other people.
Why is Omni -channel marketing still important?
-B2B selling has become a new world, with buyers looking for
honest, personalized, relevant, and expert advice. Omnichannel marketing has
enabled buyers to access information and alternative solutions, but also offers
an opportunity to deliver the most customized and relevant buying experience.
- Buyer centricity is both the old and new calculus, and
customer experience is an emerging yet timeless currency.
Why is technology so important in sales engagement?
- As we move forward, it's
clear that technology will continue to play a crucial role in sales engagement.
With the rise of AI and machine learning, businesses will have access to even
more powerful tools for analyzing customer data and delivering personalized
experiences. At the same time, there will be a growing emphasis on automation
and efficiency, as companies seek to streamline their sales processes and
reduce costs.
-However,
it's important to remember that technology is only one piece of the puzzle.
Ultimately, success in sales engagement will depend on building strong
relationships with customers and providing value at every touchpoint. By
combining cutting-edge technology with a customer-centric approach, businesses
can stay ahead of the curve and drive sustainable growth over the long
term.
What types of technology should sales teams embrace?
-Examples of popular marketing automation tools
include HubSpot, Marketo, and Pardot. These platforms offer features such as
email marketing, lead generation, and social media management. Additionally,
businesses can benefit from using project management software like Asana or
Trello to improve team collaboration and task management.
-Customer relationship management (CRM) systems
can help businesses organize customer data and track interactions for more
personalized communication. Cloud-based storage solutions like Dropbox or
Google Drive can also improve efficiency by allowing teams to easily share and
access files from anywhere.
- Finally, businesses can utilize analytics
tools such as Google Analytics or Adobe Analytics to track website traffic and
user behavior for informed decision-making. By implementing these technology
solutions, businesses can stay ahead of the competition and achieve long-term
success. n tools and how they can benefit businesses.
- The essential role of analytics in
sales engagement is just the tip of the iceberg. With the rise of big data and
advanced analytics tools, businesses can now go beyond basic customer insights
and gain a deeper understanding of their entire sales process.
-By
analyzing metrics such as lead generation, conversion rates, and customer
retention, businesses can identify areas for improvement and optimize their
sales strategies. Additionally, analytics can help sales teams prioritize leads
based on their likelihood to convert, allowing them to focus their efforts on
high-value prospects. With these insights at their fingertips, businesses can
make data-driven decisions that drive revenue growth and improve customer
satisfaction. In short, analytics is no longer just a nice-to-have for sales
teams - it's a must-have for any business looking to stay competitive in
today's data-driven marketplace
To sum up, modern
Sales Engagement strategies can help businesses increase their numbers, build
consistent, repeatable, and data-driven processes, improve new hire time to
value, and access the data necessary to drive business decisions. The use of technology in sales engagement has become
increasingly important for businesses to stay competitive. By utilizing these
various tools like LinkedIn, Facebook, Twitter, Chatbots, CRM,..Etc, companies
can streamline their processes, improve customer relationships, and ultimately
increase revenue. It is important for businesses to carefully evaluate their
needs and choose the right technology solutions to meet those needs
effectively.
P.S, Some of the
writers' text has been paraphrased and summarized where needed. There are also some personal reflections.
References:
1-www.SalesEngagement.com
لماذا يكتب المؤلفون هذا الكتاب؟
المبيعات فن ، لكنها تلقى سمعة سيئة. ومع ذلك ، فإن مندوبي المبيعات يجعلون العالم يدور ويعتمد الاقتصاد على عملهم الشاق. يجسد مندوبو المبيعات العديد من القيم الأساسية التي نعتز بها ، مثل المثابرة والتصميم والإيجابية والأمل. إنهم المهنة الوحيدة التي يتم فيها مسح النتيجة كل ربع سنة وهم جيدون فقط مثل صفقتهم الأخيرة. يُطلب من مندوبي المبيعات الخروج على أحد أطرافهم ، والتغلب على مخاوفهم ، والتعامل مع اللكمات من جميع الجهات. كان المؤلفون مندوب مبيعات ولديهم شغف بمساعدتهم. إنهم يعتقدون أن مندوبي المبيعات يجب أن يحصلوا على الأدوات التي تجعل وظائفهم أسهل.
قبل أن ندخل في الكتاب ، يجب أن نؤكد أن تمكين المبيعات وذكاء المبيعات والأتمتة والبيع الاجتماعي لديها تعريفات مختلفة. دعونا نتعلم المزيد عن هذه المفاهيم.
1- مشاركة المبيعات:
- يمكن أن تساعد أدوات التكنولوجيا مثل أنظمة إدارة علاقات العملاء وروبوتات المحادثة والتحليلات التنبؤية الشركات على فهم سلوك العملاء وتفضيلاتهم ، مما يمكنهم من تصميم استراتيجيات مشاركة المبيعات الخاصة بهم وفقًا لذلك. علاوة على ذلك ، يمكن أن تساعد الأدوات التقنية أيضًا الشركات على أتمتة المهام الروتينية ، مما يحرر فرق المبيعات للتركيز على بناء العلاقات مع العملاء.
- تمكين المبيعات هو نهج استراتيجي يساعد الشركات على تمكين فرق المبيعات لديها بالأدوات والمعلومات والموارد المناسبة لإشراك العملاء وإتمام الصفقات.
3- استخبارات المبيعات:
- المعروفة باسم أدوات تمكين المبيعات ، تشير إلى مجموعة من التقنيات والعمليات التي تساعد محترفي المبيعات على تحسين إنتاجيتهم وفعاليتهم.
4- البيع الاجتماعي والذكاء العاطفي
البيع الاجتماعي هو استخدام منصات وسائل التواصل الاجتماعي لبناء علاقات مع العملاء المحتملين وزيادة المبيعات في نهاية المطاف.
- لا يؤدي هذا النهج إلى زيادة المبيعات فحسب ، بل يعزز أيضًا ولاء العملاء ومناصرتهم. في بيئة الأعمال سريعة الخطى اليوم ، من الضروري لمحترفي المبيعات أن يظلوا في الطليعة من خلال دمج أدوات البيع الاجتماعي والذكاء العاطفي في استراتيجيات البيع الخاصة بهم.
ما هي مشاركة المبيعات؟ كيف يمكننا تحسين ممارسات البيع لدينا؟
- "مشاركة المبيعات" هي حركة أنشأها مجتمع من قادة المبيعات ذوي التفكير المستقبلي ، ويقدم هذا الكتاب وجهات نظر هؤلاء القادة. إنه ليس حلًا سحريًا ، ولكنه يمكن أن يكون دليلًا ، ومحفزًا للفكرة ، وأساسًا لإطار العمل ". ذكر المؤلفون
-المشاركة هي جذب أو توظيف وإنشاء اتصالات ذات مغزى واستخدام تقنيات المبيعات ومعرفة المنتج وتحديد المواقع لإنقاذ الشركة من نفسها. دائمًا ما يخلق البائعون الكبار موقفًا يفوز فيه الجميع ، حتى لو كان ذلك يعني ضمناً فائزين وخاسرين.
ما هي التحديات الرئيسية للمشاركة في المبيعات؟
العمل الإداري ، ونقص البيانات ، وطرق العمل القديمة ، والعقليات الثابتة، والحلول التقنية تعيق المبيعات.
ما هي المشاكل التي تحلها ارتباطات المبيعات؟
1- نظرًا لأنماط الاتصال الجديدة والاختلافات بين الأجيال ودور الجمهور الذي تحاول الوصول إليه ، فإن البيع للعملاء بالطريقة التي يحبونها يمكن أن يكون أمرًا صعبًا. من الصعب تبسيط عملية مبيعاتك للمشترين اليوم لأن القنوات التقليدية أصبحت أكثر ازدحامًا من أي وقت مضى.
ماذا يعني الطابع البشري في سياق المبيعات؟
وفقًا لمقولة المؤلفين: الأنواع الثلاثة الرئيسية لتخصيص البريد الإلكتروني وإيجابيات وسلبيات كل "
لماذا يعتبر علم النفس مهمًا في استراتيجيات المشاركة في المبيعات؟
-كما ذكر المؤلفون ، تعد أبحاث الشخصية جزءًا مهمًا من عملية المبيعات ، حيث توفر فكرة عامة عما سيكون أكثر صلة بشخص ما قبل إجراء محادثة مباشرة.
ما هي قنوات المشاركة الفعالة في المبيعات؟
يمكن استخدام البريد الإلكتروني والنصوص ووسائل التواصل الاجتماعي و LinkedIn والرسائل الصوتية لبناء علاقات مع أشخاص آخرين.
لماذا لا يزال تسويق Omni -channel مهمًا؟
- أصبح بيع B2B عالمًا جديدًا ، حيث يبحث المشترون عن مشورة صادقة وشخصية وذات صلة وخبيرة. أتاح التسويق متعدد القنوات للمشترين الوصول إلى المعلومات والحلول البديلة ، ولكنه يوفر أيضًا فرصة لتقديم تجربة الشراء الأكثر تخصيصًا وذات الصلة.
لماذا تعتبر التكنولوجيا مهمة للغاية في المشاركة في المبيعات؟
- النظرة المستقبلية لدور التكنولوجيا في المشاركة في المبيعات. بينما نمضي قدمًا ، من الواضح أن التكنولوجيا ستستمر في لعب دور حاسم في المبيعات. مع صعود الذكاء الاصطناعي والتعلم الآلي ، ستتمكن الشركات من الوصول إلى أدوات أكثر قوة لتحليل بيانات العملاء وتقديم تجارب مخصصة. في الوقت نفسه ، سيكون هناك تركيز متزايد على الأتمتة والكفاءة ، حيث تسعى الشركات إلى تبسيط عمليات مبيعاتها وخفض التكاليف.
ما أنواع التكنولوجيا التي يجب أن تتبناها فرق المبيعات؟
-تتضمن أمثلة أدوات أتمتة التسويق الشائعة HubSpot و Marketo و Pardot. تقدم هذه المنصات ميزات مثل التسويق عبر البريد الإلكتروني ، وإنشاء قوائم العملاء المحتملين ، وإدارة الوسائط الاجتماعية. بالإضافة إلى ذلك ، يمكن للشركات الاستفادة من استخدام برامج إدارة المشاريع مثل Asana أو Trello لتحسين تعاون الفريق وإدارة المهام.
- من خلال تحليل المقاييس مثل توليد العملاء المحتملين ، ومعدلات التحويل ، والاحتفاظ بالعملاء ، يمكن للشركات تحديد مجالات التحسين وتحسين استراتيجيات المبيعات الخاصة بهم. بالإضافة إلى ذلك ، يمكن أن تساعد التحليلات فرق المبيعات في تحديد أولويات العملاء المحتملين بناءً على احتمالية تحويلهم ، مما يسمح لهم بتركيز جهودهم على العملاء المحتملين ذوي القيمة العالية. مع وجود هذه الأفكار في متناول يدهم ، يمكن للشركات اتخاذ قرارات تعتمد على البيانات والتي تؤدي إلى نمو الإيرادات وتحسين رضا العملاء. باختصار ، لم تعد التحليلات مجرد شيء لطيف لفرق المبيعات - بل إنه أمر لا بد منه لأي شركة تتطلع إلى الحفاظ على قدرتها التنافسية في السوق المعتمد على البيانات اليوم
باختصار ، يمكن أن تساعد إستراتيجيات مشاركة المبيعات الحديثة الشركات على زيادة أعدادها ، وبناء عمليات متسقة وقابلة للتكرار وقائمة على البيانات ، وتحسين وقت التوظيف الجديد للقيمة ، والوصول إلى البيانات اللازمة لدفع قرارات الأعمال. أصبح استخدام التكنولوجيا في المشاركة في المبيعات مهمًا بشكل متزايد للشركات للحفاظ على قدرتها التنافسية. من خلال استخدام هذه الأدوات المختلفة مثل LinkedIn و Facebook و Twitter و Chatbots و CRM .. إلخ ، يمكن للشركات تبسيط عملياتها وتحسين العلاقات مع العملاء وزيادة الإيرادات في نهاية المطاف. من المهم للشركات تقييم احتياجاتها بعناية واختيار الحلول التقنية المناسبة لتلبية تلك الاحتياجات بفعالية.
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