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Sales Demo, Digital Footprint, The Sales Evangelist, Greg Dickinson

TSE 1183: Modernizing the Software Demonstration

Sales Demo, Digital Footprint, The Sales Evangelist, Greg Dickinson

Modernizing the software demonstration can help prospects better understand your product value and keep your digital buyers connected to your product throughout the buying process.

Greg Dickinson is the CEO and founder of Omedym, which is “my demo” spelled backward. He’s trying to help businesses utilize today’s latest and greatest technologies to augment and improve the digital demo process. 

Product experience

Most sellers can point to a personal experience in which a bad product experience eliminated a vendor from consideration in the buying process. 

People tend to have different processes and sometimes the more junior players are the ones that are giving the top-of-the-funnel demos. If you ask your team members to each give a demo, you might find yourself wondering if each person is selling the same product. The demos can be that different. 

Digital buyers

Buyers are more digital than they were five years ago, which is the biggest challenge in the software demo industry. The average software buyer spends 5 percent of the buying process with the sales team. So if you think about the “request a demo” button on your website, it’s your first interaction with a potential buyer. For most companies, that button generates a pop-up form, and the bounce rate in the industry is 85 percent. 

People at the top of the funnel want to learn a little more about your product. Maybe they read some content about your product and they want to see a video. When a form pops up, your digital buyer leaves your website. 

Sellers, ask yourself as a buyer whether you tend to fill out forms in this situation. If the answer is no, why do you expect your own buyers to do so? Instead, websites tend to hold demos hostage by scheduling them or exchanging them for an email. 

Your prospects want to engage and understand your product. Modernizing the software demonstration can help your prospects get the information they need to make a decision. 

Inside sales

The going research suggests that buyers want to see the product you’re offering within the first two minutes of an interaction. Your solution sounds great, and it solves a problem they are struggling with, so they want to see the product. Typically, the inside salesperson will insist on asking a bunch of questions and booking a discovery call and then a demo. By the end of that 3-week period, you’ve lost the buyers’ attention. 

In response, some companies have allowed the inside sales rep to give the demo, but that usually doesn’t work. The inside sales rep wasn’t trained to do demos, and she may not have the skillset to do them. 

Demos are more than a “show up and throw up” proposition. They are hard. 

Your customer wants to feel like he’s in control of the sales process. He wants to see what he’s buying. 

Video demos

Greg said that even the companies who are posting one- or two-minute videos to demonstrate their products aren’t getting a good response because they are effectively spraying-and-praying. They generate four or five snippets that they hope will address their buyers’ questions. 

Greg’s technology allows you to create your best demonstrations, and then interact with the software to get a personalized demonstration. 

If you want to know whether the software can do parallel workflow, the software will bring you to the right asset and the right section to find that answer. Instead of searching through 10 or 15 separate posts, the user can find the content he needs. 

The average watch time for a business tech buyer is just over two-and-a-half minutes, so allow them to ask a question and see a relevant demo. 

Build a picture

Think of your typical buyer’s team. It isn’t just one person. It’s usually multiple people with different points of view and different ideas of what’s important in the software. 

If you can allow your customers to ask questions and then have the streaming of the video and the demo to that person at that moment, it’s much more impactful. Perhaps more importantly, Greg’s software records all the activity so that the marketing and sales teams know the buyer’s intent. 

  • What was Donald’s interest?
  • What did he watch? 
  • How long did he watch? 
  • What questions and follow-up questions did he ask? 

Once you gather this information, you begin to build a picture of Donald. The self-guided demo allows the seller to understand what Donald’s interests are so he knows what to talk to Donald about. 

New world

Your customer wants to talk specifically about how you can help ease his pain. Whether you call it the consumerization of the business buyer or the Amazon effect, people are used to buying things a certain way. That attitude doesn’t change when we’re at work. 

Buyers want a certain part of the sales cycle to be self-guided. Then, when they are ready to engage with sales, they want to begin with the topic that interests them rather than starting all over again. 

Digital footprint

Buyers can get their data in a million different places just like sellers can use the Internet to learn about buyers. We’re losing the ability to influence buyers because we’re spending less time with them. 

If you don’t provide a digital means for the disconnected independent buyer to stay engaged with you in the digital world, when it comes time to make the purchase, he may not remember all the aspects of your software. 

If you’re selling software, keep it in front of your prospect. Give him the opportunity to constantly validate your value as he’s making the decision criteria. 

These tools don’t replace sellers, but they augment them by creating a digital footprint that helps the buyer stay connected with you. He can get the information he needs based upon where he is in the buyer’s journey. 

Uber, for example, provides the same service as a taxi cab, but it created a better buying experience. Uber made it easier and removed the friction, so it won the market. 

The challenge for digital buyers is the same: your sales process hasn’t changed so we’re making the buying process harder. It’s why our win-rates aren’t as high. The buyer doesn’t have the information he needs to make a decision. 

Buying team

In many cases, you’ll never meet with the entire buying team. It might be true that you only met with about half of them, so they are anonymous to you. 

Now, those buyers are in a Friday meeting and someone is presenting all the information about your product. Wouldn’t it be great if that buyer had seen portions of the demo on his own? You can’t always be last. 

Instead of figuring out whether to be the first impression or the last impression, strive to be the impression. Give that buyer a chance to consume your demo content by modernizing the software demonstration. Record that demo, make it available to the buying team, and use a technology that allows them to find topics within the demo. 

The team isn’t going to spend 90 minutes watching, so help them find the topics that are pertinent so they can spend 10 minutes learning about your product. You’ve had a chance to touch a buyer you never would have touched. 

Buyer’s perspective

Greg’s tool works for anyone who sells a product, and Omedym believes that the product experience, the demo, and the product engagement are part of the buyer’s journey. It’s one of the most important aspects of the buying process. 

Starting with the top-of-the-funnel demo to the sales demo and the scripted demo, video is playing a very pertinent role. Omedym focuses on software because you truly can’t be everything to everyone. 

Take a different perspective and figure out how modernizing the software demonstration can help your buyers buy. 

“Modernizing the Software Demonstration” episode resources

You can connect with Greg at Omedym.com, or on his LinkedIn. He welcomes feedback and conversations because he learns from the information.

If you’re a sales rep looking to hone your craft and learn from the top 1% of sellers, make plans to attend the Sales Success Summit in Austin, Tx, October 14-15. Scheduled on a Monday and Tuesday to limit the impact to the sales week, the Sales Success Summit connects sellers with top-level performers who have appeared on the podcast. Visit Top1Summit.com to learn more and register! 

You can also connect with me at donald@thesalesevangelist.com or try our first module of  TSE Certified Sales Training Program for free. This episode has been made possible with the help of  TSE Certified Sales Training Program, a training course designed to help sellers in improving their performance. We want you guys to go out each and every single day to find more ideal customers and do big things.

I hope you like and learned many things from this episode. If you did, please review us and give us a five-star rating on Apple podcast or in any platform you’re using – Google Podcast, Stitcher, and Spotify.  You can also share this with your friends and colleagues. 

Audio provided by Free SFX and Bensound.

Donald Kelly, The Sales Evangelist, Paint a Picture

TSE 1050: TSE Certified Sales Training Program – “Paint A Picture”

Donald Kelly, The Sales Evangelist, Paint a PictureIf you paint a picture for your customers of where they are now versus where they want to go, you can help them make a buying decision.  Show them how the positive change will happen, or what might happen if they don’t change. It will allow them to logically justify an emotional decision.

Jeffrey Gitomer was my first ever guest and he taught us something interesting on that very first podcast: People love to buy but they hate to be sold.

Think about that.  Nobody wants to feel tricked or manipulated. That is the last thing that you want to do as a sales rep. You want to help them to buy.

Your job is to guide clients through a process that educates them.

Become an artist

The key is to paint amazing pictures that feel so real and so vivid that your clients can see the value being offered.

Imagine we have presented our business case and the prospect is loving it. They know it is amazing but they will naturally start to compare it to their current situation.

What are we doing? What are our sales reps doing? How much time are they spending? Are we wasting time?

It is time to paint the picture for them.

Asking ‘why?’

Toyota once used the ‘Five Whys’ concept to get to the root of a problem; to fix the real issue of any problem instead of the surface-level problem. As an example, suppose I take my car into the shop because I have a flat tire from hitting a pothole.

As a sales rep, there are many things you could sell me. I need a new tire, for sure. Do I also need glasses so I can see potholes in the future? Maybe I didn’t see the pothole because I was speeding. Perhaps I was late and I need to buy an alarm clock.

What if I was running late because I am not disciplined enough to properly prioritize my day? Will a new tire or a pair of glasses help with the root of my problems? No.

When it comes to your prospect, once he agrees with your business proposal and realizes that he is in the same scenario you’re describing, that is the time to share with him how you can deliver.

Paint the picture that directly represents his business and his situation. Ask him what you need to know.

Do you feel the scenario that I’ve presented fits your situation? Why do you think that is the case? What have you tried before to address this same problem? What are your goals?

Become a consultant

Become a consultant that will help solve their problems. You’ve already painted a picture with your business case. Once you have your answers – once you have more details – you can effectively execute the demonstration.

Know your client’s timeframe and budget.  Go over who will be involved in the process and the criteria for future decisions. Everything discussed during the buyer’s journey needs to be referenced during the discovery call as well. It helps make the closing that much easier.

Underpromise and overdeliver

If I know I can deliver 4x, I often promise 3x because it is a simple fact that my clients will be much happier if they accomplish more than they expected.

You can help the prospect realize that the decision is theirs. It is not being forced upon them and it is not manipulative. Rather, with your help, they realize where they are and the challenges they face in moving forward. We have had meaningful and educating dialogue that provided solutions and opportunities for change. The buyer’s decision is now up to them.

“Paint a Picture” episode resources

We are currently in the Beta portion of our new TSE Certified Sales Training Program. The first section is about prospecting, the second is all about building value, and the third is about closing.

This episode is brought to you by the TSE Certified Sales Training Program. If 2018 wasn’t the best year for you, check out TSE Certified Sales Training Program. We can help you out of your slump.

If you gave a lot of great presentations and did a lot of hard work, only to watch your prospects choose to work with your competitors, we can help you fix that. The new semester of TSE Certified Sales Training Program begins in April and it would be an absolute honor to have you join us.

This episode is also brought to you in part by mailtag.io, a Chrome browser extension for Gmail that allows you to track and schedule your emails. It’s super easy, it’s helpful, and I recommend that you try it out. You’ll receive real-time alerts anyone opens an email or clicks a link.

Mailtag.io allows you to see around the corners. You can see when people open your email, or when they click on the link you sent. Mailtag.io will give you half-off your subscription for life when you use the Promo Code: Donald at check out.

I hope you enjoyed the show today as much as I did. If so, please consider leaving us a rating on Apple Podcast, Google Podcast, Stitcher, or wherever you consume this content and share it with someone else who might benefit from our message. It helps others find our message and improves our visibility.

If you haven’t already done so, subscribe to the podcast so you won’t miss a single episode. Share it with your friends who would benefit from learning more.

Audio provided by Free SFX and Bensound.

Phil Sweeney, Selling to Everyone, New Customer

TSE 1024: Sales From The Street: “Selling To Everyone”

Phillip Sweeney,Selling a product or service that expands across multiple industries is possible when we realize that selling to everyone takes a team effort.

Phil Sweeney worked in sales while in college because he enjoyed talking with people and problem-solving. Now, just two years after graduating, Phil is still working for Negotiatus, a fast-growing tech start-up business he first joined while in school.

There were only a handful of employees when Phil first signed on. Now they are at 60 employees and Phil is loving every minute of it.

Selling to everyone

It was exciting, as a salesperson, to have totally green fields ahead in terms of being able to work with, and sell to, any company. Phil had to quickly learn how not overextend himself.

He had to learn how to hone in on the ideal customer profile. He had to understand who had the biggest need for the platforms he offers.

When Phil first joined the sales team in its infancy, the company really could sell to everyone. It was a huge undertaking. They were also faced with the challenge of being a new company with little success to promote.

They were shooting from all cylinders to determine where the biggest impact was in terms of the types of companies that they were attracting. From there, they were able to focus more and more on those types of clients.

Phil dedicated blocks of time to the task. For 2-3 hours each day, he would not take any calls, schedule meetings, or go anywhere.

Ideally, using blocks of time outside of selling hours, Phil would focus solely on who he was going to call the next day. He used many of the brilliant resources now available such as Sales Navigator, to find the people he needed to find and to learn more about them prior to the call.

Sharing the ideal customer profile

Now that he is part of a larger sales team, he is having conversations not only within sales but also with success teams and operating teams to understand, in their opinion, which clients have been the most successful and easiest to work with.

When selling to everyone is possible, it is easy to find yourself going nowhere fast. It is hard to know the correct verbiage for each industry. Selling in the medical industry, for example, is much different than selling in the automotive industry.

It can be hard to land a good appointment until you narrow your focus to the industries that work best for your company.

Divide and conquer

Success begins when the teams can focus and then specialize across multiple industries. Phil believes it is important to identify as an expert in whichever field or department you are selling to.

Only then can you hone in on the pain points in order to solve those problems.

Phil is closing sales now within 1-2 weeks of his first meetings because he has established himself as the expert in the field with the ideal solution/product. The need for his product is real and he is positioned to offer the main solution to satisfy that need.

First and foremost, Phil recommends setting goals and dedicating time to the task. Most salespeople work in teams, so use that to your advantage. In Phil’s team, they announce the number of new contacts, for example, that they hope to reach in the next two hours; it is written on a whiteboard for all to see – and then they get to it.

At the end of the time period, they check in on each other. Did they get it done? Or do they need to work longer? They hold each other accountable.

Get familiar with the industry. Share tips and resources. Google Alerts, for example, is an excellent tool to stay on top of specific topics in a particular industry which can help you at every stage of your pipeline.

Put in the time at the top of the funnel and it will pay off when it comes time to close the deal.

In this manner, Phil’s sales team is leading the pack with a 115-150% quota attainment on a month-to-month basis. As a company, they have seen month-to-month revenue growth between 15-30%.

Stay hungry, stay humble

Everything is measured by the week or the month; even the hourly way of team progress is measured. It all resets to zero at the end of each period, so don’t hang your hat on a certain closed deal or a really good day of selling; stay humble.

You’ve got to start each day mentally fresh and hungry again.

“Selling to Everyone” episode resources

Reach out to Phil via email at PSweeney37@gmail.com, or give him a call at 631-901-2685.  He is also active on Facebook, Instagram, and LinkedIn as PhillipSweeney.

Additionally, Phil is part of The Sales Evangelist Facebook group and would love to connect with you there.

If you haven’t already done so, subscribe to the podcast so you won’t miss a single episode. Share it with your friends who would benefit from learning more.

This episode is brought to you in part by our TSE Certified Sales Training Program which teaches you to improve your sales skills, find more customers, build stronger value, and close more deals.

The next semester begins in March.

This episode is brought to you in part by mailtag.io, a Chrome browser extension for Gmail that allows you to track and schedule your emails. It’s super easy, it’s helpful, and I recommend that you try it out. You’ll receive real-time alerts anyone opens an email or clicks a link.

Mailtag.io will give you half-off your subscription for life when you use the Promo Code: Donald at check out.

I hope you enjoyed the show today as much as I did. If so, please consider leaving us a rating on Apple Podcast, Google Podcast, Stitcher, or wherever you consume this content and share it with someone else who might benefit from our message. It helps others find our message and improves our visibility.

Audio provided by Free SFX and Bensound.




Sales Process, Dealpoint, Donald Kelly, The Sales Evangelist

TSE 976: How To Not Make Your New Sales Process JUST Another Flavor of The Week


Sales is one of the hardest jobs in any organization. Sometimes optimism keeps sellers from recognizing the truth of the situation because they are focused on commission.

On today’s episode, we’ll talk to Tom Williams, CEO of DealPoint, about getting buyers and sellers on the same page as part of a new sales process. When organizations put buyer-centric processes in place, prospects feel heard and deals close faster.


Tom’s journey with DealPoint started when he was a sales manager overseeing a team of sellers. [1:07] He discovered that there was a misalignment between how his sellers perceived the process was going and how the buyers perceived it.

He spent a lot of time thinking about how he could use processes to bring the two sides together.

Perhaps the biggest issue is that the seller has happy ears because he wants the sale to happen. In many cases, sellers are naturally optimistic people, so they view situations differently.

The other big issue is that the buyer himself doesn’t understand where he is in the sales process. [2:44] Especially in the case of large organizations, the buyer may not understand all the steps required for approval, so he may not anticipate the roadblocks.

It’s important to understand both processes: the buyer’s process and what the seller is hearing about the buyer’s process.

Flavor of the week

Many companies change their sales process frequently because they are trying to address problems with the existing one. [3:48]

There’s a statistic that says you can spend as much as you want to put a sales process in place, and it might survive for 6 weeks, or even as long as 90 days. Eventually, though, your team will likely return to the old way of doing things, largely for two reasons:

  1. They don’t think the managers are putting a lot of effort into it, so it’s rep-driven.
  2. The managers aren’t seeing success because they didn’t implement the correct kind of process for their organization.

If it’s option 2, you should absolutely change the process so that you aren’t harming your sales team. If it’s option 1, there are things you can do to make sure your sales team is on board with the process so that everyone makes more money.

Building processes

Begin by looking at how your team implements your existing process. In Tom’s case, he discovered that his team saw the existing sales process as an extra job; little more than paper-pushing. [5:19]

At one point, he was withholding commissions until his team filled in SalesForce. He had tried all kinds of incentives and nothing was working.

Even then, they were filling in the SalesForce fields but doing the bare minimum.

The buyer and the seller have to be getting some value out of the process as well.

Make sure the process is flexible enough to support different types of sellers. Although you’ll always have a scripted component for your sellers, you’ll be holding your top sellers back if you insist that they use a script.

When you sell it to the reps, clearly outline the benefits. [7:05] Make them understand how the sales process will help everyone involved. Provide statistics that quantify the improvement you’ve seen as a result of a sales process, and they’ll be happy to follow it.

Help them understand that it’s in their best interest to adopt the new sales process.

Help the buyer

Your new sales process should include a mutual action component so that buyer and seller are negotiating. [10:56] Neither party wants to invest a lot of time in a deal only to see it fall away.

Once the champion has acknowledged that this product or service will definitely solve her problem, buyer and seller must decide how they are going to make this plan happen.

As you build the mutual action plan, the buyer, seller, and sales manager can verify that the plan is on track and that triple reinforcement can make sure the process is embedded into the funnel.

If there’s a step you aren’t aware of, it can cause a late-stage failure, which can damage your deal as well as your reputation.

Sales coaching

Management must be on board with the new sales process in order to keep it from feeling like the flavor of the week. [14:09] If the managers aren’t fully on board, the reps will immediately sniff that out and they’ll perceive the process as a waste of time.

Some teams use leaderboards to motivate their sellers, but if it’s used in a negative way, it doesn’t bring all the boats up. If, on the other hand, you’re sharing successes and challenges, it can help your team understand why the leaders are succeeding and how they’ve overcome their challenges.

Embed your sales process into the daily routine. [17:46] Fight against your team’s tendency to wait to input all their information on Friday afternoon when it isn’t as fresh in their minds.

Collaboration between buyer and seller brings the process into the forefront. For example, have the buyer fill in a form that provides the data you need so that you get more accurate data.


The idea of DealPoint is to get sellers and buyers on the same page. [20:09]

A long sales-cycle-gone-bad wastes time for both buyer and seller, often resulting from miscommunication or errors in the process.

Very rarely do circumstances change in the 10th month of the process that wreck the deal. Usually, it’s a problem that could have been sniffed-out in month two to save everyone a lot of time.

Doing so also builds up the seller’s credibility, because if the seller identifies quickly that the deal isn’t working out, the buyer will respect his handling of it and he’ll be willing to come back to him later with a new challenge. [20:47]

DealPoint gets the buyer and the seller on the same page. It brings both teams together with a visual timeline and conferencing and file-sharing capabilities that they can access at any time.

They can view milestones and post things like meeting notes, and it keeps everyone on track.

The question of “what is the next step?” drives a lot of business and it causes a lot of deals to crash because there wasn’t a clear next step. [22:08]

DealPoint is that single location where buyers and sellers can understand the next steps and keep the decision moving forward.

“New Sales Process” episode resources

You can connect with Tom and learn more about DealPoint at dealpoint.io or Tom@dealpoint.io. He enjoys talking about sales processes and he’d love to geek out with you for 20 minutes to talk about your process. He’s also active on LinkedIn.

This episode is brought to you in part by Maximizer CRM, personalized CRM that gives you the confidence to improve your business and increase profits. To get a demonstration of maximizer, go to the salesevangelists.com/maximizer.

Click on the link to get a free demo of what Maximizer CRM can do for you. Maximizer is intuitive, simple, and personable. Maximizer integrates your marketing campaign as well as your CRM, and it works whether you’re a small organization or a large one. It works throughout the whole organization and it’s customizable to the way you sell.

This episode is also brought to you in part by prospect.io, a powerful sales automation platform that allows you to build highly personalized, cold email campaigns. To learn more, go to prospect.io/tse. It will help you with your outbound to expand your outreach and it allows you to set it and forget it. Your prospecting will never ever be the same.

TSE Hustler’s League

We’ll use prospect.io in the upcoming semester of TSE Hustler’s League to focus on prospecting. We’ll give you insights and tools that will help you gain new customers. You can implement our training and strategies today to ensure constant flow in your pipeline.

Check out TSE Hustler’s League and apply to see if it’s a good fit.

Leave us a review on Apple Podcast, Google Podcast, Stitcher, or wherever you consume this content, and share it with someone else who might benefit from our message. It helps others find our message and improves our visibility.

If you haven’t already done so, subscribe to the podcast so you won’t miss a single episode, and share it with someone else you think might benefit.

Audio provided by Free SFX and Bensound.

Sales Coaching, Sales Leaders, Sales Success, Donald Kelly

TSE 902: Numbers Alone Can’t Coach

Sales Coaching, Sales Leaders, Sales Success, Donald KellySales numbers won’t tell you much about your sales team. They might tell you who’s struggling and who isn’t, but they won’t tell you where the problems lie. Numbers alone aren’t sufficient to help you coach your sales team.

On today’s episode of The Sales Evangelist, we’ll discuss the role numbers play in coaching a sales team, and how sales managers can improve in their own roles while they help their sales reps improve in theirs.

Think of it like a golf game. If you don’t know how to improve your swing, you’re going to repeatedly be frustrated by the game. You’ll only improve when someone helps you improve your specific techniques.

Realize, too, that my scorecard might tell you what kind of golfer I am, but it won’t help you coach me on my golf swing. The same is true of sales.

Look beyond the numbers

As a sales manager, before you do anything else, you should sit down with your sales reps and work to identify strong and weak areas. Until you identify the problems, you won’t know what to correct.

In my own sales career, sales coaching helped me truly improve my sales techniques. If my coaches had only looked at my numbers, they wouldn’t have known whether the problem was my script or my phone calls or my emails.

He can see that I’m not closing enough deals, but he doesn’t know why.

Sales managers that dig deeper can determine whether I’m struggling when prospects bring up objections or during my demonstrations.

Help sales reps perform better

You may recall during our episode last week that we suggested that your sales team is your customer. You should invest in them and guide them because they’ll make your job easier.

Kevin Davis, author of The Sales Manager’s Guide to Greatness, shared that the Sales Management Association published a paper in 2015 that indicated that coaching accounts for less than 8 percent of sales managers’ workload.

Most of the time is spent responding to emails, reviewing numbers, focusing on customers or prospecting. You shouldn’t be locked up in meetings all day. You should be working to improve your sales reps.

Shoot to spend at least 25 percent of your time improving your sellers. Give them suggestions about improving their messaging and their dialogue.

Kevin also spoke about the book called Extreme Ownership, which talks about leadership within the Navy Seals. It discusses our tendency to think that we’re doing everything right, and any problems are the fault of someone else. We fail to see our own role in the problem.

Accept responsibility

Your job is to bring people into the organization. You have to find customers and solve problems for them.

While there will certainly be things outside of your control, like businesses that close, you must take control of your funnel.

It isn’t marketing’s fault that you don’t have leads, because you could be doing other things to generate leads. Make sure you’re doing the things that are in your control.

Look at the numbers to find out what they are doing wrong, but look beyond the numbers, too.

Be willing to accept responsibility for the things that are within your control. Don’t blame others and don’t wait for others to fix the problems.

“Numbers alone” episode resources

Today’s episode is brought to you by Maximizer CRM, a personalized CRM that gives you the confidence to improve your business and increase profits. Get rid of the boring CRMs and customize to your team’s selling abilities.

Check out the Video Jungle podcast, which teaches you how to utilize video to stand out from your competition. Plan, create and share your way to better content and strategy. You are a brand, and video can help you set yourself apart.

Leave us a review wherever you consume this content, and share it with someone else who might benefit from our message. It helps others find our message and improves our visibility. If you haven’t already done so, subscribe to the podcast so you won’t miss a single episode.

Audio provided by Free SFX and Bensound.

Jimmy Burgess, Donald Kelly, The Sales Evangelist

TSE 851: Jimmy Burgess’ 3-Step Sales Process

Jimmy Burgess, Donald Kelly, The Sales Evangelist

Sometimes as new sales professionals, we see other people’s successes and we assume they are natural sellers. While we struggle to “hunt and kill” so we can eat, they seem to generate reciprocal, repeatable business. We don’t initially understand that every part of our business that is repeatable should be part of a sales process.

Today on The Sales Evangelist, we welcome back Jimmy Burgess, a 20-year veteran of sales, for a discussion about the 3-step sales process, and how it can help you create repeat business instead of constantly starting over.

Jimmy recalls as a new seller studying successful people and discovering that he was dealing in transactions while others were building relationships. Success is built on systems; if you don’t have your own, you should find someone that’s successfully using systems and duplicate theirs.

He discovered the truth that people do business with people they know, like, and trust.

Step 1: Help them know you.

Sales professionals must set up systematic approaches to build relationships with the people they meet. Whether you meet them via email, through cold calls, or on social media, you must have a process for putting prospects into a funnel and moving them to a place where they are comfortable with you.

Jimmy believes that until they “know you,” your prospects will “no you.” Until they know you well, they will likely say no to doing business.

In many cases, that kind of familiarity requires 7-9 contacts, which is difficult given the amount of information people are taking in every day.

Video offers an easy way to distinguish yourself from the crowd. It gives prospects a chance to see your personality and connect with you on a personal level.

When Jimmy leaves meetings, he sits in his car outside the meeting place and records a selfie video thanking his prospects for the opportunity to earn their business. He immediately sends all his contact information in a format that can be readily saved to a cell phone. Finally, he includes a message reminding prospects that he is available any time they need him.

Step 2: Give them reasons to like you.

Helping your prospects like you requires more than a sales pitch. You must help them know you in ways that extend beyond the sales arena.

Connect with your prospects on social media, but make sure your profile represents you in a professional way. Connect on Facebook, Instagram, LinkedIn or Twitter.

As part of his CRM, Jimmy shares a video about being 16 and setting his mom’s new car on fire with fireworks. Although the story has nothing to do with sales, it offers a his prospects a chance to laugh with him, and to get a glimpse of who he is outside of sales.

Sharing a bit of your character and helping them see who you truly are will help you get to yes or no a lot quicker.

Step 3: Help them trust you.

Trust takes time, and it’s built on things you do rather than things you say.

Personal testimonies are a great way to build trust because they demonstrate a proven track record, and an existing relationship of trust with other people.

Include testimonials in your drip campaign.

Become an expert in your field and write for large publications.

Create day-in-the-life videos of you conducting business, interacting with people, and hustling.

Ultimately, every sales professional strives to move from having customers to having clients, friends, and referral partners, because when people are willing to refer you to other people, you’ve achieved maximum trust.

Avoid new seller mistakes.

Most new sellers make the mistake of focusing on the transaction and forgetting about the relationship.

Instead of becoming frustrated by where you are in the process, you’ve got to start somewhere. When you’re adding people to your database and creating touches for your existing prospects, you’re consistently growing your business.

At some point in the future, you’ll wake up to discover you’re not simply a salesperson; you’ve created a business.

The first step, Jimmy says, is to be willing to try something new. Instead of continuing to do what you’ve always done, try something that scares you a little bit.

When you do, you’ll be like the little girl who clung tightly to a pair of fake pearl earrings because she loved them so much. When her dad asks her twice to give them up, she can’t bring herself to do it. The third time, when she finally musters the courage to hand them over, her dad exchanges them for a beautiful real pearl necklace.

Be willing to let go of what’s good in order to get to what’s great. Re-evaluate the things you’re doing and be willing to try something new.

“3-Step Sales Process” resources

Connect with Jimmy on Facebook and on Twitter, and grab a copy of his book What Just Happened? How to Bounce Back in Life So You Can Do More, Have More and Be More.

BombBomb is a subscription service that allows you to imbed videos directly into your email communications as a way of personalizing your connections to your customers. Loom is a free app with similar capabilities.

Jimmy was part of The Sales Evangelist Hustler’s League some time back, and he credits it with helping him understand the importance of systems. Check out our online coaching program that joins sellers of all levels and industries to share ideas and struggles. Our next semester begins this fall.

There’s a reason I continue suggesting the book, Stop Selling & Start Leading: How to Make Extraordinary Sales Happenfrom our sponsors at Wiley. It’s a fantastic blueprint of all the things buyers say they expect from sellers and want from sellers.

I’m so convinced of its message that I’m offering a free excerpt of the book so you can check it out.

Leave us a review wherever you consume this content and share it with someone else who might benefit from our message. If you haven’t already done so, subscribe to the podcast so you won’t miss a single episode.

Audio provided by Free SFX.

Alex Berman, Donald Kelly, The Sales Evangelist, Sales Funnel

TSE 503: How Alex Berman Did $50million+ In Leads Generation

Alex Berman, Donald Kelly, The Sales Evangelist, Sales Funnel What if you could generate over $50 million in sales lead? Well, my guest today, Alex Berman, has done that. Hopefully you can apply the strategies he’s sharing with us today so you can see the same success that he’s had.

Lead generation is one of the most important things in sales. You’ve got to have a way to generate new opportunities to keep your pipeline running.

Alex Berman is the founder of Experiment 27, a marketing company for mobile app development and design companies. They basically grew the company from nothing to over $400,000 in annual revenue in just 45 days through almost all cold emails.

Here are the highlights of my conversation with Alex:

Cold emails done wrong: People simply try it.

The best way to learn Facebook ads is to spend $10,000 a month over 3 months with an expert. The same with cold email, be willing to go out there and send hundreds and thousands of emails to learn from each and get better.

The pitch in your first 200-300 emails would probably be unappealing. People won’t want to read it because it’s most likely all about you.

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Best strategies for getting email addresses and writing cold emails:

  1. Identify your target market.

Know who your customer is and more importantly, know where you can find a database of these people.

  1. Identify a place where you can go find them (ex. AngelList, lists and directories)
  2. Search for the email addresses.

Once you have their name and domain, look up their email addresses at certain free sites such as Thrust and EmailHunter.co.

  1. Create a contact database.

List down in each column, the company name, channel (place where you found them), and remarks (existing project or something you’re impressed about)

  1. Customize your email.

Make your email personal and start it by telling something positive about them.

  1. Provide them with free ideas.

First, know the things they’re struggling with and then share some ideas that can add value to them. Say something that they haven’t considered before. What can you say that will differentiate you from the others?

  1. Send as many emails as you possibly can.

Write each one by hand and imagine you’re at a networking event. As you write the same email over and over again, actively tweak them in a way that sounds personal. Whichever customized email that you get a response from, start making it as your email script.

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Strategies for tracking metrics:

  1. Number of emails/calls sent
  2. Meeting Booked rate

How many emails turn into leads? This is the goal of the email. If the prospect asks you to follow up in three months, for instance, use a followup automation tool such as Yesware that allows you to write emails ahead of time.

  1. Deals closed

How to make a cold call that doesn’t sound scripted:

Memorize your script.

Say it over and over again until you memorize it.

You will understand the content enough that you can add your personality to it naturally.

Strategies that generate an X amount of customers:

At Experiment 27, their highest performing lead generation channels are:

  1. Cold email
  2. YouTube channel

Create content that brings value to the table. What Alex personally did was make three videos per week focused on giving value and he emailed them out to people. Then he began getting private messages on LinkedIn that turned into clients.

Alex’s Major Takeaway:

If you haven’t done cold emailing, sit down for 30 minutes, identify a couple of people then write cold emails. Second, try making a YouTube video. Sit down for 5 minutes today and write down 2-3 most common questions that you get asked on sales calls. Record it with your phone and post it on YouTube.

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Episode Resources:

Get to know more about Alex Berman and get free content on www.B2BSalesTraining.org and check out www.Experiment27.com.




Tired of giving boring proposal? Check out PandaDoc. Create electronic proposals to your prospects that they can sign and send back right away. To get a quick demonstration and a free trial, go to www.thesalesevangelist.com/panda

Donald Kelly, PandaDoc

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