29 Oct 2009 @ 2:29 PM 

A colleague turned me on to an article here that talks about 5 stunningly awful mistakes for demos. I don’t think these are all that bad, and certainly not stunning, but I’ll include the 5 here, as we have a few more practical ones to add after:

apollo-attention-difficulties

  1. Misunderstand the customer’s needs: “Harbor Cruise.” Don’t make a demo in the hope that your customer will eventually see something of interest. Inexperienced salespeople often inflict these demos on their customers as a replacement for doing their homework. Jaded sales engineers offer these demos when they receive little or no pre-demo information from their sales colleagues. Do the research to figure out what your customers need in advance. More »
 22 Oct 2008 @ 7:52 PM 

Part 3 (of 3) of a white paper I wrote 10 years ago for a customer that had just recently started selling professional services, but had sold product for over 20 years. This deliverable was one of several I created over the years to train sales and delivery staff in the ways of professional services and intangibles in general. Part 2 is here, and Part 1 is here.

Notes:

LEGACY refers to the existing, outdated process of selling.
Confidential refers to the company itself.

What Decides Whether a Project Should Be Approved?

You may well be pushing your project through channels that are not as familiar with the solution from a technical perspective as they are from a business perspective. While LEGACY as a whole is geared toward technical management, you need to be familiar with, and conversant in, the business categories your client is used to.

Your goal is not to educate the client in LEGACY and change the way they perceive their business. You goal is to show that you think like your client does, and understand the way their business works. In most cases you are not being asked to redesign everything, just address a specific issue. If your approach is too far from the mark, and you lose effective commonality with your client, you will lose the contract. At that point it doesn’t matter how wrong they were, what matters is that you failed to close a deal because you were too busy telling the client how wrong they were.

It cannot be stressed enough that templates and guidelines available to you through the intranet should be treated as exactly that-starting points. You must use these tools to make sure that whatever your end result for a proposal or presentation, it suits the customer’s communication style and information exchange pace. The farther you stray from reading and reacting correctly to the customer’s language, pace and views, the less their heads will shake up/down and the more they will shake left/right.

Be prepared to discuss the solutions proposed with regard to how it will affect the following factors:
More »

 09 Oct 2008 @ 9:51 PM 

Part 2 (of 3) of a white paper I wrote 10 years ago for a customer that had just recently started selling professional services, but had sold product for over 20 years. This deliverable was one of several I created over the years to train sales and delivery staff in the ways of professional services and intangibles in general. Part 1 is here.

Pre-Sales Project Considerations

Confidential is now maturing its sales approach to include other IBUs into a more complete and comprehensive offering. This unified approach makes for a much more exciting pre-sales phase, and allows us to meet and impress our Strategic Partners and sister IBUs.

A very important function of the new SDM (Service Delivery Manager) position is the close integration with the SAE (Sales Account Executive) and the sales phases of an engagement (Sales Cycles). In many cases, this new area of responsibility is very new to an SDM who may have risen through the technical/engineering ranks. In Confidential, the sales efforts were not a part of the technician’s concerns until after the sale was complete.

A purely technical approach in pre-sales can be disastrous. Equally bad is the pure sales meeting where the SAE can’t answer a question. The time to answer every question is every single meeting. There should be no take-ways to get back to the client on our capabilities. Understand that in almost every case each client meeting will have representation from their managerial and technical staff. You must have a team here to field questions and inquiries from both areas of the client’s business.
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 01 Oct 2008 @ 2:25 PM 

Sales Engineers often need to enforce a little order into the chaotic and disorderly world of the sales rep. If we do it without impeding the sales rep’s progress, we are successful. I have worked with many talented sales reps ni my time-some of them truly inspirational and visionary. Others had no idea why they were there, or what they were doing.

I started compiling many of my methodologies (one of which is described in this article) after working with one such visionary sales rep, Godfrey Unaka. I worked as a consultant in Boston in the late 90s, and back then a consultant had to act as Sales Engineer. He inspired me to look at sales as just another process, like a technical process. He gave me the idea for the 5 (6, really) Ds in the first place, and I owe him for that. I haven’t been able to locate him since, but I hope he is successful-wherever he is. Thanks, Godfrey!

Why have methodologies?

They work. Countless times I have gotten the sale with methodologies and a clear-cut plan when a cheaper bid was present. It is true-no matter what your prospect tells you-that quality can win over price. Price is the worst differentiator. If you are in a price battle, then you have failed to illuminate a differentiator that will put you in a different, better class than your competition. This is the stuff of solution, or relationship selling. Some call it enterprise, or strategic sales, but to a Sales Engineer it is all the same.

So lets take a look at my million dollar methodology for getting the big money.
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 15 Jun 2008 @ 7:40 PM 

In this article, I discussed how poorly the Naneu Pro K3L was constructed, and the problems inherent in the design.

I sent it back to Naneu Pro, and they contacted me right away, apologizing for the problem, and asked that I either wait for the new K4L or K3L (due out in a few months), or choose from something in their current catalog under $199.95.

I was very impressed with this offer, as I had forked out $149 for the bad bag. I chose the Tango shoulder bag in green, and it came almost immediately.

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