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Set Your Sales Team Up For Success By Implementing Accountability

Why is accountability so crucial for those who work in sales teams?

Accountability is necessary for sales team members to desire and maintain consistent performance. The key to understanding and increasing accountability is to start with a good, effective sales structure and policy. 

Accountability is a huge factor in sales and one you may overlook. If your prospect feels the need to report to someone or justify their actions, they will be more dedicated and successful in closing deals. This will only increase their drive to make the sale because they want higher approval ratings and are being measured by a third party.

As a sales leader, you must always know the process: who the customer was, what the product or service was, the communication plan, etc. Once a sales team understands what success looks like in the defined sales pipeline, it doesn’t take long to know exactly where they are at all times! Then, as a result of clear expectations from leadership and an understanding of their role and responsibilities and their customer’s expectations… they act!

Establishing Accountability in Your Sales Team

Establishing Accountability in Your Sales Team

That’s what we’re talking about today. Do you want to build a better and more engaged company culture?

Your monthly sales goals are in mind, and you’re happy to see how well your team is performing. But, unfortunately, something’s not right, but your sales goals aren’t being met! Your sales team is doing the work, but you can’t have a sound system to track their achievements.

A sales team is only as good as its goals, and accurate tracking is the key to setting and reaching those goals. A sales accountability system ensures that everyone on your team has a role in meeting your company’s sales quotas and hitting your revenue goals month after month.

Set Clear Goals

The best way to ensure that your sellers are on track is by setting clear goals, backed with objective evidence that they can be achieved. That way, when they fall short of their goals, there’s no room for confusion about whether or not their efforts were successful—and no excuses for why the project failed.

Clear goals also help guide your sellers toward better work habits and practices. If you want them to work toward long-term success instead of short-term gains, everything must be laid out clearly in advance, so there aren’t any surprises along the way.

Establishing Accountability in Your Sales Team

Give Them Tools to Succeed

Setting goals is a great way to keep your sales team focused on the most critical tasks. It’s also a great way to help you measure the success of each member of your team, as well as their individual performance over time.

But for goal-setting to work, you need to provide your sales team with the tools—like reports and dashboards—that will help them track their progress toward those goals.

You need to make sure they have the correct data, can communicate with each other and their clients efficiently, and have access to any other resources they may need—including training and support.

Specifically, this means:

  • You are providing your sales team with the right data. Data should be available at all times for them to be able to quickly assess trends and make decisions based on what’s happening in real-time, rather than having to wait for reports or downloads from other sources of information.
  • Giving them access to a communication platform that allows them to communicate effectively with their clients and other members of their team (and vice versa). This can include texting or email as well as phone calls or video calls if needed—whatever works best for each situation!
  • Giving them easy access (through an app or website) at all times so they don’t miss out on any opportunities.

Follow Up On Their Progress

Accountability is the key to success. It’s how you know your sales team is giving it their all and that they’re not just coasting on their previous achievements.

But if there’s no follow-through on accountability, the system falls apart. Your sales team will start taking shortcuts, relying on old tricks and gimmicks instead of finding new ones. They’ll get lazy and complacent, which means they’ll stop caring about their work as much as they used to—and then you’ll see your numbers start falling off.

Accountability is an essential part of any business, but it can only be effective when there are consequences for not following through with what you’ve promised to do; otherwise, it’s just lip service.

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Sales Leadership

How Sales Leaders Can Improve Their Coaching using the GESTALT Method

The goal of effective coaching is to help a seller make better decisions by solving problems using structured thinking. We call these ‘Eureka Moments,’ which cause future actions to either:

  • Adjust their course: what we call a “Red Flag”
  • Stay on course: what we call a “Green Flag”

Adjusted actions that are repeated consistently create habits and form new behaviors. This is your desired outcome. To transfer knowledge that will inspire others to adjust action, you have to change two habits yourself:

1. Don’t mistake working on tasks for your sellers as helping them or your team. It’s counterproductive to value creation and steals time from you in the future. Remember: You are the CEO of the market. You’re a builder. Your primary role and responsibility is to teach your sellers to work on their priorities.

2. Telling someone how to do a task or what to prioritize is also counterproductive. Since this does not transfer knowledge properly, it won’t change your sellers’ actions consistently enough to form habits. You are then stuck with dependents who lean on you to make decisions for them.

Instead, you want to manage a team of sellers that can make their own informed decisions. You can achieve this with Eureka Moments, which can be created with inspiration, the right line of questioning, and guidance. These moments plant a seed in your sellers’ minds, which will eventually take root, grow, and develop.

Remember, your goal as a leader is to get them to make their own decisions. So, how can you strengthen your ‘Coaching Moments’ in your 1-on-1s?

Strengthening Your Coaching Moments

Step 1: Know what you’ll focus on

Before your 1-on-1, isolate an inflection point: A moment in time where you believe the seller’s decision-making requires coaching. From this inflection point, map the seller’s decisions into a ‘Decision-Making Framework’.

Step 2: Use the ‘Decision-making Framework’

A Decision-Making Framework can be visualized as forks in a road. The process of creating a decision-making tree is called Structured Thinking. Basically, when the seller gets to a stage in their account where a decision had to be made, did they choose the left path or the right path, and what was the logic behind their decision?

Visualizing a decision-making tree is an extremely valuable practice that helps you and your seller pinpoint inflection points along their journey. To properly capture how decisions are made and to visualize inflection points, focus on WHAT or HOW-based inquiries and avoid questions that can be answered by ‘yes’ no ‘no’. Open-ended queries require detailed responses, which shed light on the decision-making process.

Role Play Example

Here is an example of a coaching conversation you may have. Assume that your seller decides to prioritize working heavily on a particular customer.

YOU: Why did you decide to focus on this customer? What was your decision-making process?

SELLER: I noticed two compelling triggers and signals:

  1. I saw that their IT team was consuming some of our new insights last week.
  2. I noticed that they hired a new CISO from a competitor last month.

YOU: What specifically about these compelling triggers and signals makes you believe you can grow the account?

SELLER: I think they might be interested in Cloud Migration for their new division on market insights. Their new CISO also came from a competitor that, according to our data, shifted to the cloud 18 months ago.

This would be a good conversation to have. Instead of giving them the answer, you presented to them the tools and know-how to empower their decision-making.

Step 3: Spark a Eureka Moment with Gestalt

The concept of Gestalt is leveraged by thousands of best-in-class sales leaders daily. The process is the bedrock of knowledge transfer from one leader to another, with the goal of creating Eureka Moments.

Now, when coaching your sellers, your first instinct is probably to tell them where they went wrong and what to do next. This might feel like the right thing to do today, but it will hinder their growth and steal from their future. Instead, implement Gestalt: the process of telling true stories that you or your team have experienced, with the goal of influencing a seller to reframe their decision-making process.

Expanding our Role Play Example:

SELLER: Does it matter in this customer account if the CISO has experience with this cloud computing platform?

YOU: 3 years ago, I decided to target a certain telecommunications provider using the exact same logic. There was a new CIO, the telecom industry was shifting from 4G to 5G, and it appeared that the stars were aligning in my favor. I initially reached out to the CIO, who pushed me down to the Director of IT Infrastructure. The director really liked our ideas, and he formed a committee to review our proposal. We had cross-functional meetings, and they scoped expanding workloads.

The new CIO got word of our project, but what we didn’t know is that he actually spoke at a conference for the cloud computing platform the year before, and had experience with their solution when he worked at his previous firm. He then called his old colleagues at the cloud computing platform and sidestepped our workload project.

The problem was that this deal took 18 months to materialize—wasting a huge amount of internal resources and creating a large churn gap in my portfolio.

So how will you gather competitive intelligence on a particular account or any of your key accounts in the future? What is your action plan to avoid committing similar mistakes in this account?

Conclusion

As a leader, you can implement the Gestalt method by doing the following:

  • Focusing on specific inflection points instead of general sales cycle stages or processes; and
  • Invoking deeper analysis of their structured thinking process using open-ended “what” and “how” questions.

Finally, always remember this: True inspirational Eureka moments come when your seller learns through self-realization.

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Sales Leaders: The Age of Insights is Here. Are Your Sellers?

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Leadership

I’m blessed to have developed a strong relationship with my fellow CEOs at sales training, consulting and advisory firms around the world.  We chat at conferences, via email, and exchange notes quite often.  There is one topic that we all unanimously see as high growth, and customers scrambling to level up – training/coaching for the Regional VP’s or Area VP’s of Sales.

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Eliminate “Random Acts of Prospecting” with an Activation Cycle – SLA

When you walk the sales floor, or conduct your 1-on-1’s with your sales team this week, pay attention to the “random acts of prospecting”.  Seller A is so different than Seller B, and Seller C has no plan, and Seller D is so objective with their process”. You’re not alone! These are very common things I see inside sales organizations around the world. Sales professionals are given so much latitude, that there is absolutely no real prospecting process. Yes, there are current or lagging indicators such as:

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Does your sales team have 6-18 months sales cycles? Is the buying committee involves 5-10 people on every customer transaction? Does it feel like your sales team needs to draw from everything they’ve learnt in The Challenger Sale, Customer Centric Selling, and Value Selling… insert sales methodology here?

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Account Planning: Competitive Intelligence & “Seeking out Poison Pills” in key accounts

knowledge is power

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The Social Success Factor: Mario Martinez Jr.

 

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Do’s and Don’ts for your 2019 Sales Kickoff

Having participated in 100’s of tech company Sales Kickoffs (SKO) and witnessing the thousands of dollars to the multi-million dollar events, I thought it would be timely to share my observations, tips, do’s and don’ts in a blog.