 Two of the most important elements of effective sales are (1) understanding your clients, and (2) offering a solution that meets their needs. After all, if you don't know who your end users are or what they need, how will you possibly convince them to buy from you? The process of getting to know your target customers and adapting your offerings to their pain points and goals dovetails nicely with the concept of ideation. Let's talk about what we mean by that term, and how it can help your team to improve their sales performance. What is Ideation? One definition of ideation is "the process of developing and conveying prescriptive ideas to others, typically in a business setting. It describes the sequence of thoughts, from the original concept to implementation." In plain English, ideation is the process of developing and implementing ideas. Ideation is a big deal because employees and leaders that are 100 percent focused on going through the motions of their job will miss opportunities to improve their products, services, or strategies. It takes time and effort to temporarily step away from the routine tasks of your job and meditate on new concepts. However, the rewards of ideation are well worth the investment. Just ask Beethoven, Einstein, and other geniuses of art and science who produced masterpieces through hours of deep thought. (But don't worry. You don't have to be the next Einstein to think up a great idea!) Examples of Ideation
There are several examples of ideation at work in the corporate world. Steve Jobs may immediately spring to mind. His innovative approach to consumer electronics was the result, in part, of focused meditation on what customers wanted, and how Apple's products could fill those needs. Google is another example (at least in its early days). At one point, the company encouraged employees to spend up to one-fifth (20 percent) of their time at work meditating on new ideas that intrigued them, and could eventually become solutions to real-world problems. Even toothpaste companies have taken advantage of ideation as a business strategy. For instance, back in the 80's the team at Unilever had to brainstorm ways to compete with the two "toothpaste giants," Colgate and Crest. The solution? The world's first baking soda and peroxide toothpaste, Mentadent, which sold very well as a "specialized" product. The point is, incorporating ideation into your business plan makes good sense, and can open doors for your team that you would never have known about otherwise. So now the question is: How does ideation specifically relate to the sales process? Integrating Ideation into the Sales Process If you really want to help your clients meet their business objectives, then it's important to lead them through the ideation process. This means taking them through two important steps: discovery and ideation. 1. Discovery In the first phase of the ideation process, you want to learn everything you possibly can about the client. Many companies will ask: "What's the main problem the client is facing?" and stop there. While that is a key question you need to answer, you have to go deeper than that. For one thing, you want to divide that question into two parts. What challenge is the company facing? And what challenge is the individual (or team) facing? It's important to delve into both of these factors. Even if you have a "big picture" solution in your back pocket, it may not resonate with your client until they understand how it will affect them and their team personally. Ask the "magic wand" question. In other words: "If you could wave a magic wand and instantly solve all of your business problems, what would that reality look like?" And this is key: listen to their answer. (It's amazing how much of effective sales is listening to the client, versus talking to them.) When you're in the discovery phase, come armed with basic questions like:
This process of discovery is critical. You'll not only understand exactly where your client is coming from, but the answers to these questions will also set you up for step #2: ideation. 2. Ideation In the ideation phase, your main objective is to throw as many ideas as you can into the hat. In order to do that, you want to bring together as many stakeholders as you possibly can. This includes everyone from your original discovery session, plus any domain experts, the client's production team (if applicable), and so forth. Think of it as a mass brainstorming session with a clear focus. Once everyone has assembled, draw a 2x2 matrix on the whiteboard. Mark your first column "individual;" your second column "company;" your first row "problems;" and your second row "solutions." Start with the problems row. List out all the challenges and pain points that you identified in the discovery phase, both for individuals and for the company as a whole. (And remember, discussing individual challenges is a huge difference-maker throughout the entire process). Ask your audience if you missed any questions or pain points in the original discovery session. If they come up with any, write those down for future reference. Next comes the fun part: brainstorming solutions to the client's problems. It's okay if your team comes up with ideas that are completely nuts! The point of this exercise is to explore all the options and opportunities that are open to your client, and think about ways to implement the best solutions. At the end of this process, you need to make sure that there's follow-through in two key areas:
The entire ideation process can take anywhere from half an hour to a full day. But if you take the time to go through it, your team may come up with some truly amazing solutions. And your sales performance will improve as a result. If you'd like more insights on how you can improve your sales leadership, contact us or sign up for our newsletter for more valuable resources.  When building a house, it's absolutely vital that your foundation is rock-solid — but in order to lay a rock-solid foundation, you have to dig deep. It's similar with your sales team. Your Sales Foundations define the core elements of your business. But if you want everyone on your team to have a clear idea of who you are, and what you stand for, you'll have to lead your team in some "digging exercises."
When laying your sales foundations, there are five key questions you need to answer. Or rather, five questions that you and your team need to answer together. Let's talk about them one by one, and see how you can get everyone on the same page. 1. What Problems Do You Solve? This usually isn't a difficult question to answer. But you need to make sure that there's alignment on this point before moving on to the next sales foundation question. Every company is in existence to solve a problem or fill a need. Which customer needs does your company fill? You could start the discussion by asking questions like:
Ask your team members to provide as many answers as they can. Then, compile those answers into a bulleted list. After that, organize the answers under different "umbrella" categories. For example, if you run an SaaS company, you may be able to segment the problems you solve into three areas:
2. What is Your Value Proposition? Every time you solve a problem, or fill a need, you also create value. Your value proposition is a clear statement of the value you can bring to the table when customers do business with you. In fact, as far as your customers are concerned, your value proposition represents the most important part of your company. Ask each member of your Improvement Team what they feel the company's value proposition is. Then, have them define any ambiguous terms that come up along the way. If there's any misalignment on the value proposition, keep digging until a consensus has been reached. Finally, suggest two brief summaries of your value proposition: one that's 25 words long, and another that's 100 words. The 25-word version should encapsulate your value proposition in a way that any salesperson can internalize and repeat to customers. The 100-word version should serve as the basis for just about all of your marketing messages moving forward. 3. What are Your Key Differentiators? It's true that there may be a hundred companies in your industry that basically provide the same product or service that you do. But none of them do it exactly like your company does. So the question is: What makes you unique? And then the million-dollar follow-up question should be: Why would someone buy from you instead of one of your competitors? You may need to start the discussion with your Improvement Team by asking: Why have customers bought from us in the past? Whatever answers you get, make sure that you're especially careful with your terminology here. For instance, one salesperson may consider a product "great" because it's extremely reliable. Whereas another sales rep looks at the same product and calls it "okay" because it's not cutting-edge. 4. What are Your Offerings? Now we're getting into the weeds a bit (but just a bit!) Your offerings are the specific products and services that your company provides to customers. They're the how of your value proposition. By asking this question, you don't want your team members to just list off the different offerings your company has. Instead, you want to connect those offerings to the needs, wants, and interests of your customers. As an example, think of a seafood restaurant. Imagine that the restaurant only offers flounder to its patrons. But most of them want shrimp. Even if it's the finest flounder in town, the restaurant's offerings don't match the preferences of its customers. In the same way, it's important to periodically revisit your offerings to make sure they really align with the needs and wants of your customers. You can use this three-step process to get some clarity and alignment on your offerings:
5. What Experience Can You Promise and Deliver to Customers? As the final "building block" for your Sales Foundations, you need to move beyond the "X's and O's" of concrete problem-solving and enter the realm of human interaction. Your customer experience promise defines the kind of experiences you want to create for your customers. In other words, how you want them to feel before, during, and after an interaction with your brand. Have your team members generate a list of keywords and phrases that they feel would best represent that "ideal experience" for the customer. Once you've compiled that list, whittle it down until you arrive at the top three or four concepts that everyone agrees most closely match your company, and are most integral to the value you deliver. Your Sales Foundations and Foundational Messaging Once you and your Improvement Team answer these five key questions, you'll be able to use them to shape your company's foundational messagin. In other words, the narrative that each sales rep should walk a customer through (in whole or in part) as they consider whether to buy from your brand. A coherent foundational message will sift out prospects from your pipeline who aren't really a good fit. They help your team to win over those leads that will yield the highest value. The bottom line? When your team knows who they are as a company, they'll be able to stay on message, deliver a consistent experience, and ultimately improve their performance. That's the power of rock-solid Sales Foundations. If you'd like more insights on how you can improve your sales leadership, contact us or sign up for our newsletter for more valuable resources.  As a sales manager, you want to be a friend to your team members. After all, you're all working towards the same goal. Effective sales leadership involves creating an atmosphere where your reps are comfortable coming to you with their questions and concerns.
On the other hand, you also have a job to do. Sometimes that job may involve having difficult discussions with your sales team, whether the topic is prospecting, closing sales, meeting quotas, or anything else. What can you do to maintain trust with your team when you have to address serious issues? Here are four tips that can help. 1. Put in the "Pre-Work" Trust is developed over time. That's why you should work on developing a measure of trust with each team member before a difficult topic comes up. In most cases, it only takes an extra minute or two to show some personal interest in your reps. If you schedule one-on-one time with your team members on a regular basis, they'll eventually grow comfortable with you. The result is a team that will gradually start sharing their thoughts and concerns with you as a friend, rather than an employee. 2. Distribute an Agenda Ahead of Time In terms of the actual discussion you need to have with your team, it's always a good idea to set expectations early on. With that in mind, think about distributing a meeting agenda well in advance. This will accomplish at least two important things:
3. Use the "Hat Trick" Sometimes feelings can get bruised if there's a perception that you've suddenly "gone cold" toward one of your team members. One way to navigate around this pitfall is to use the "hat trick." Here's how it works: Whenever you need to "get down to business" and tackle a serious issue, always precede your words and actions with a statement like: "I'm wearing my VP of Sales hat right now." That signals to your team that what you're about to say and do has nothing to do with your personal feelings toward them. You're simply doing your job, and addressing an important issue in a straightforward way. We humans have an amazing ability to compartmentalize our life, and our feelings. Using the "hat trick" can help your team to do that smoothly and without pain, even when your discussion is especially difficult. 4. Always Thank and Commend No matter how serious or difficult the subject of your meeting is, you can always find something to thank your team members for, and something to commend them on. Research shows that praise and commendation from managers is a top motivator for performance, even beating out financial incentives. The wonderful thing about giving thanks and commendation to someone else is that it won't cost you a dime. That being said, always start and end your difficult discussions with sincere expressions of gratitude for the work your team does, and appropriate commendation for their efforts. Giving your team a nice "commendation sandwich" (commendation on both ends and constructive feedback in the middle) is one of the best ways to maintain trust with them without pulling your punches. Sales Leadership is About Balance At the end of the day, some discussions are never going to be easy, no matter what. You must balance being a friend and a boss. However, if you put these four tips into action, you'll likely receive a positive response from your sales team. And, you'll help them to keep improving their sales performance, individually and as a group. If you'd like more insights on how you can improve your sales leadership, contact us or sign up for our newsletter for more valuable resources. |
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