The Center for Sales Strategy Blog

There are moments in every endeavor that will ultimately determine your success. In sales, we teach there are seven steps; three of those involve direct contact with the client or prospect, and those are the three tipping points in the process. While reading The Tao of Leadership, I thought about how this ancient wisdom might also be applied to the sales process.

The three tipping points in sales are getting the appointment, the needs analysis meeting, and confirming your proposal. Let’s look at these through the eyes of Lao Tzu and his ancient advice in the Tao Te Ching, for what he might say today to a salesperson at each step:

Most sales managers focus on three things when hiring a salesperson:

• Experience (resume)
• Gut feel (do they click with the candidate?)
• Personality (are they outgoing?) 

Unfortunately, most overlook the missing ingredient—talent! Simply put, too many salespeople are hired without an evaluation of talent. This is one of the reasons that organizations experience high turnover levels and have trouble keeping people on the sales team.

In a former life, I was a professional triathlete and triathlon coach. I helped athletes with a wide range of athletic backgrounds accomplish one of the greatest physical tests of endurance known to man: completing the Ironman, a combined 2.4-mile swim, 112-mile bike ride, and a 26.2-mile run. When clients would first come to me and ask for advice about their training plan, they would inevitably ask, “What do I need to do to be able to finish the Ironman?” The answer was the same for each client: “You need to be able to swim 2.4 miles, ride 112 miles and run 26.2 miles in one day." That was a very definitive end goal, and the goal had a definitive date. The challenge then became how to take them from where they were physically on that first day, to that end point several months (or for some, years) away, ending at the Ironman finish line.  

Maybe I’m a little late to the party, but I have just been turned on to the book “The Compound Effect” by Darren Hardy. I wanted to share a few thoughts on its relevance to sales managers and leaders—and how it relates to my story of someone training to complete an Ironman. You might not realize it, but some of the challenges that sales managers face when building a sales organization are similar to what triathlon coaches are up against when training an athlete for the challenge of the Ironman. These challenges are: defining the goal, creating the strategy to accomplish the goal, and taking the required steps needed to accomplish the goal.

You gotta know that modern software and a bevy of specifically-trained digital layout specialists is lifting the tide for everyone when it comes to creating absolutely gorgeous proposals. Who knows what tomorrow’s technology will produce for us. Perhaps 3-D versions of a proposal delivered by hologram, featuring the best-looking and best-sounding salesperson technology can conjure up.  Intriguing to think of, isn’t it?

Despite the fact that very few proposals are unattractive these days, I hear from salespeople that it seems fewer of them actually get read—or if they are delivered in person, not enough of them are being sold. So what is going on? What the high-powered graphics packages don’t take into account is that a proposal must me more than a pretty face. CONTENT trumps appearance 9.9 times out of 10.  A plain-looking proposal with strong content is more likely to sell than a graphically appealing production with weak or generic content. 

Let’s face it. If you are managing a business and you don’t have access to data regarding how your business is doing, you are essentially flying blind. Without benchmarks and numbers to indicate how you are doing, it’s tough to know what the score is and who is winning. That’s why analytics and data have become so important to business owners and marketers over the past few years. Knowledge is power, and the same now can be said for understanding and being able to analyze and interpret data.

HubSpot understands the need that businesses have to analyze large amounts of data for the purpose of making sound business decisions, and they have recently launched a new Research blog. The HubSpot Research blog provides in-depth insight and information for marketers and business owners that are looking to make data-driven decisions.

I’ve been divorced and remarried. I’ve also lost and closed sales opportunities. As I think about the courtship of either kind of relationship, I’m reminded of how a marriage proposal simulates both really great and not-so-great business proposals.