Tag Archives for " Sales Roles "

Donald Sherer, Donald Kelly, The Sales Assembly Line

TSE 658: Step-by-Step Instructions on Implementing a Sales Assembly Line

Donald Sherer, Donald Kelly, The Sales Assembly LineIt’s not easy to sell… but having a process to follow will help streamline things for you.

Today, we talk about the idea of an assembly line for your sales process.

Donald is a New York tax attorney turned entrepreneur. He sold his first company which he created with his mom and did it out of bootstrapping.

He is the Co-Founder and CEO of CrossBorder Solutions, which he grew into one of the world’s largest tax software companies. Donald has also written a book, Assembly Required. It talks about this whole concept and how to implement it.

Here are the highlights of my conversation with Donald:

The Traditional Sales Model

  • The sales person goes out on the road, sets up appointments, does the presentation, builds a relationship, does the paperwork. Sometimes, he even takes care of the customer at the end of it.
  • Mathematically, it’s almost impossible to scale this type of operation. It’s expensive and it’s ineffective.
  • It’s works very nicely when working with early adopters in the beginning when you’re launching your product. But it’s not a scalable model.

The Power of Scaling

If you don’t scale your sales operation within the first four years and become the market leader, you’re going to fail. So one company in any market actually succeeds. Most companies fail because they’re not able to scale it.

The Sales Assembly Line

Assembly line is a tool used to mass-produce things. It has 3 principle concepts:

  1. Specialization

You have people that have set roles over and over again. You don’t have people that play many roles.

In sales, you set up an SDR (sales development rep) whose role is only to set appointments. Have someone else specialize in doing research and another one doing the calling.

If you have a very skilled worker, don’t let them do anything else but their where their skills at. Let your account executives don’t do anything but close. And if they don’t close in three months, the client goes to an incubator professional who keeps them warm. Then send it back to the salesperson.

  1. Best Practice

Determine what the best practices are through A/B testing. What is working in the sales environment? Then make sure every person along the line is doing the thing that works every time, repeatable, over and over again. Once you have a repeatable sales process, now you can scale.

  1. Control

Don has built the sales assembly line software (available at www.assemblysales.com) which they use rather than a traditional CRM process. The key is to have multiple different people playing multiple singular roles along the line.

What about commission?

If you’re specializing, you can optimize the commission structure. By breaking up your roles, it allows you to target your commissions properly and keep more internally for the house.

Should the VP of Sales have control of everything?

  • Don doesn’t think the VP of Sales should control the whole thing. Since they often lead not just with knowledge but they lead with their people.
  • Instead, the marketing group controls the SDR and the callers. The VP of Sales controls the account executives. Then put customer success and upsells under VP of Customer Success.
  • Nobody actually has control of the entire process.

Predicting Your Sales

Look at sales as a mathematical equation:

Number of demos x close rate x price = Your sales for any given quarter, month, or year

So if you have 100 demos and a close rate of 10% at $15,000 then that’s what you’re going to make on a monthly basis.

When you have enough impression, usually it stays the same. So you can predict what your sales is going to be on any given time period.

Donald’s Major Takeaway:

Don’t go door-to-door to sell. Use a web meeting software like WebEx or GoToMeeting to do your sales. It allows you to see enough client and do value. If done right, the close rate with a web meeting client is higher than with a door-to-door meeting. It’s much easier to build relationships over the web if done correctly.

Episode Resource:

Know more about Donald and if you’re interested in his assembly line software, visit www.assemblysales.com. Connect with him through email at donald.scherer@assemblysales.com.

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Steve Cook, Donald Kelly, Sales Manager, Sales Team Improvement

TSE 418: Learn How We Blew Our Sales Revenue Out of the Roof By Doing a Few Little Changes

Steve Cook, Donald Kelly, Sales Manager, Sales Team Improvement Today’s episode is primarily about how you can disrupt the selling game by creating a model that is different than what other people are doing. That’s why I’m bringing in Steve Cook on the show today to talk about how his newfound approach to door-to-door selling has blown their sales revenue out of the roof, so to speak.

Steve is the Director of Sales Training for a solar company in New York. What started out as a door-to-door summer sales job has now turned into almost a four-year career. Being the third employee of the company, their organization has now grown heavily, consisting of over 350 employees as of to date. This means growing their revenue from $1M to now over $250M in just a period of 2-3 years. Wow!

Here are the highlights of my conversation with Steve:

Sales strategies to help increase your sales:

  1. Build a relationship up front.

Build relationships of trust (BRT). Disrupt the market by doing things beyond the norm. Change things up by building relationships of trust upfront. Become friends with them before you even talk about sales or about your product.

  1. Filter your market areas.

Once you find one area to work on, make that your little honey pot and go back and forth. Become the “mayor” of your area.

  1. Utilize the power of name-dropping.

Once you’ve gotten to know people, start name-dropping. (“I talked to Susan. I talked to Joe. They’re really interested.”) Then start the conversation from that point.

  1. Avoid using the word “sales.”

Break the stigma of the word “sale.” Instead of saying “sale,” say you sign someone up. Have that mindset that you’re educators, not salespeople.

  1. Don’t be afraid to ask for referrals.

Signing people up will start to drive the referral game. Follow the direct approach and ask who you could go talk to right now. Generally, people you’ve built trust with would be willing to just give you anything.

  1. Kill the concern before it arises.

Especially for the skeptics, kill those concerns upfront. It enables you to get rid of the speed bumps up front that you know are going to happen.

  1. Help people feel comfortable about what you’re offering.

The Team Approach: Disrupting the game of door-to-door selling

Have a set or closed model within the industry. What Steve did was that he created a model by splitting his salespeople into two specific roles:

  1. Ambassadors or setters

These people go door-to-door and essentially take the role as being the door-to-door people setting appointments.

  1. Closers

These people are trained on a level where they’re able to answer all questions and sell through the A-Step Closing Process that Steve created. (Steve was closing 95% of the people he sat with and out of that was only 5% cancellation rate)

The Baton Pass: One way to create raving fans

Focus on high-quality “baton pass” for individuals. This allows each individual to focus on their leg of the race and give their 100% in that one specific thing they’re doing as opposed to worrying about doing all legs of the race resulting in a depletion of energy and focus.

Steve’s Major Takeaway:

Don’t be afraid to be different than what the industry is saying. Create meaningful relationships with your customers upfront and this will change the entire game. It takes a lot of courage and patience and a plan. It takes a lot of hard work. Try it and stick to it.

Episode Resources:

Connect with Steve Cook on Facebook and LinkedIn.

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