2 things sales mess up
Chris Orlob on how to do better discovery and build better business cases
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There is nothing more frustrating than:
Working on a campaignÂ
Spending money on adsÂ
Have SDRs work those leadsÂ
Finally get to a booked meetingÂ
And then:Â
Have the AE crash and flunk the sales process.Â
I have seen this myself many times. And the realization that every single link in the chain needs to work out hits you really hard.Â
Especially since, at that point in the funnel, you already spent a TON of money. Failures there hurt just so much more.Â
This is what I chatted about with Chris Orlob a few weeks ago.Â
And while this might have been ok in the past, itâs not ok anymore:
âWeâve transitioned from the go-go days of B2B tech where you didnât have to sell, you just took orders. You just had to get in front of someone who had a wallet and close deals. So it didnât take a lot of sales acumenâ
- Chris Orlob
So, how can we make our reps better?Â
In this post, Iâll share some of Chrisâ thoughts (and my experiences) on how to approach it and the 2 skills that too many reps are missing.
Where we fail at discovery
If you ask a typical rep if they did a good discovery, theyâll say yes.
But what happens when you ask them about the customer's pain?
âThey need better coaching/visibility/metricsâ
But are those pains? Are those actual problems the customer faces?
No, theyâre solutions - proactive things that you do to solve a problem. Too many reps fail to peel back the layers of the onion.
The best reps are able to take a step back and recognize customers, in this case, are expressing their needs in terms of solutions.
âI understand you want a better [solution(s)], but whatâs going on in your business to prioritize that?â
This way we can avoid the all-too-common recency bias.
âOnce you find the need behind the need, itâs about validating if itâs a top priority or notâ
- Chris Orlob
Typically, when you ask a prospect about a problem, theyâll talk about it like itâs the worst thing in the world. But in reality, itâs only because it happened to them this morning.
But what happens when they get off the call?Â
Their Slack is lighting up like a Christmas tree, they have 200 unanswered emails, and theyâre on calls all day. By that afternoon, theyâd completely forgotten about the problem they spoke with you about.
Thatâs why the best reps pressure test the problem halfway through discovery.
Is this problem something we should be anchoring our relationship to? Is this something youâll care about in a week from now?
A lot of reps are too scared to ask, because theyâre too scared of what theyâre going to hear.
But for the reps that do, theyâre able to contextualize the problem and leave with a better idea if this is a sale that they can close, or if itâs not a big enough pain to invest time into.
Why a lot of business cases suck
âThe salesperson shouldn't be the author of the business case, they should be the editor of the business case. You should be pulling in insights and data and information from the range of champions that you've built and then creating the business case based on their insights.â -Chris Orlob
I donât know if most salespeople understand what a business case is.
Because what do you usually hear when a buyer asks for one?
âSure, Iâll send you a couple of case studiesâ
Or
âNo problem, hereâs an ROI calculatorâ
Neither of those are business cases (Chrisâ breaks down the differences in his pclub article).Â
A business case is a writeup that explains
The customer's situation,Â
Their current problem(s)
The financial ramifications of their problemÂ
Your proposed solution fixes their problem
Resources that theyâll need to invest in with your solution
The last point I think is important (and usually most missed). No matter how self-serve you think your product is:
Itâs going to take time to implement
Itâs going to cost the customer (in time or money)
And itâs going to take work to see an ROI
By being clear with your prospect from the jump that itâs going to take time, attention and resources, youâre able to build instant credibility and trust. Exactly the kind of business case they can take to the decision-maker.