B2B Selling 101: Grobiz Consultants
B2B Selling 101: Grobiz Consultants
GroBiz Consultants
1. Understand your customer
Customer Strategy:
• What are they trying to accomplish?
• What challenges are they facing?
• How does your solution address these?
Data Sources:
• Review their website
• 10-K filings, Quarterly CEO/CFO presentations
• Analyst comments
• Other public media via Google
2. Understand your customer
Remember:
• You cannot sell to someone who cannot buy!
• The company’s goal and buyer’s goal need not coincide
Be clear on Roles & Relationship with you:
Delighted Satisfied Dissatisfied
Decision maker
Sponsor/ Champion
Influencer
Financial Buyer
User
Actions:
• Tailor conversation to the roles
• If you meet a blocker, strategize how you can go around
3. Understand your customer
How can you help your target?
• Resolve issues they face (i.e. CFO cannot get some report)
• Improve their performance (how is target measured?)
• Win recognition (by their manager, by industry)
• Win financial reward
• Impress their peers
Net:
• Be clear on the compelling reason for the target to act!
4. Understand the Buying Process
Typical B2B Buying Process:
• Determine Needs
• Evaluate options
• Select solution & evaluate risk
• Resolve issues & finalize contract
• Implement & evaluate success
Note:
• Not water tight compartments
• Each situation is unique
• Knowing general guidelines helps evaluate actions to
move to next stage
5. Planning the call
• What is the end in mind? (when will you stop
talking and end meeting?)
– PO?
– Agreement to test?
• Key Beliefs: What do they need to believe to get
there?
• Questions:
– What will you ask?
– What might they ask?
• Next Steps
• Agenda (For extended meetings 1 hour or more)
• Opening Statement
– What will you say to kick off the meeting
6. Executing the call
Roadmap to success
• Build Rapport
• Introduce
• Define meeting purpose
• Share References / success cases
• Confirm assumed ‘pain’
• Then prescribe solution
• Agree on next steps
Important:
• Ask questions. Don’t just talk
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