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Sales Summit 2015
1 Day.
13 sessions.
14 Sales Thought Leaders.
www.salesforce.com/
sales-summit/
Join the conversation
#SalesSummit #DF15
The Challenger Customer
#SalesSummit #DF15
​ Brent Adamson
​ Principal Executive Advisor, Sales & Marketing
​ CEB
​ @CEB_Challenger, #ChallengerCustomer
​ 
https://www.salesforce.com/sales-summit/
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
That Was Then...
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
• Always goes the extra
mile
• Doesn’t give up easily
• Self-motivated
• Interested in feedback
and development
• Always has a different
view of the world
• Understands the
customer’s business
• Loves to debate
• Pushes the customer
• Reliably responds
• Ensures that all
problems are solved
• Detail oriented
• Follows own
instincts
• Self-assured
• Independent
• Builds strong customer
advocates
• Generous in giving
time to help others
• Gets along with
everyone
Hard Worker Challenger Relationship Builder
Lone Wolf Problem Solver
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
Traversing the Solutions Graveyard
Customer
Status Quo
Agreement
on a Vision
Purchase
Decision
Single
Stakeholder
Agreement
Organizational
Consensus
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
Bigger Groups, Fewer Purchases
n = 3,000.
0%
50%
100%
81%
55%
53%
31%
1 2 3 4 5 6+
Size of Buying Team
60%
Purchase
Likelihood
60%
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
Bigger Groups, Fewer Purchases
n = 3,000.
0%
50%
100%
81%
55%
53%
31%
1 2 3 4 5 6+
Size of Buying Team
60%
Purchase
Likelihood
60%
5.4
Average Buying
Group Size
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
Track Them all down, and Win Them all over
Stakeholder 1:
CIO
Rep Angle: Minimal work-
flow disruption
Positioning: Seamless
integration with legacy
systems
Stakeholder “Closed”
Stakeholder 2:
Financial Analyst
Rep Angle: Cost
savings
Positioning: Write-off of
existing platform
Stakeholder “Closed”
Stakeholder 3:
Marketer
Rep Angle: Deeper
customer segmentation
Positioning: Develop effective
segmentation targeting
strategies
Stakeholder “Closed”
1. Accessing Individuals2.ClosingIndividuals
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
Surprising Results
0%
8%
(8%)
4%
(4%)
ChangeinLikelihoodofMaking
aHigh-QualitySale
Access to
Stakeholders
Evaluating Purchase
Positioning Offering on
Value to an Individual
Stakeholder
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
The Real Enemy
1.5
Stakeholder Diversity Index
Stakeholder
DysfunctionIndex
2.0
2.5
2.5 4.0 5.5
Stakeholders don’t
have a fair say
Stakeholders avoid
discussing key issues
Stakeholders have multiple
disagreements
Kinds of dysfunction:
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
The Lowest Common Denominator
Stakeholder 1
Mental Model
Goal
Priorities
Metrics
Means
Stakeholder 2
Mental Model
Goal
Priorities
Metrics
Means
Stakeholder 3
Mental Model
Goal
Priorities
Metrics
Means
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
Seven Types of Customer Stakeholders
The Teacher The BlockerThe ClimberThe Guide
The Go-Getter The FriendThe Skeptic
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
Mobilizers Get the Deal Done
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
What Now?
1. Identify Mobilizers versus “Champions”
2. Engage Mobilizers with Commercial Insight, not Thought Leadership
3. Equip Mobilizers to Coach Customers toward Collective Change
4. Track Mobilizer Progress through a Customer-Verified Pipeline
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
How to Find Mobilizers
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
What Now?
1. Identify Mobilizers versus “Champions”
2. Engage Mobilizers with Commercial Insight, not Thought Leadership
3. Equip Mobilizers to Coach Customers toward Collective Change
4. Track Mobilizer Progress through a Customer-Verified Pipeline
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
Break down the “A,” then Build up the “B”
Current
Beliefs/Behavior
Desired
Beliefs/Behavior
A B
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
What Now?
1. Identify Mobilizers versus “Champions”
2. Engage Mobilizers with Commercial Insight, not Thought Leadership
3. Equip Mobilizers to Coach Customers toward Collective Change
4. Track Mobilizer Progress through a Customer-Verified Pipeline
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
What Now?
1. Identify Mobilizers versus “Champions”
2. Engage Mobilizers with Commercial Insight, not Thought Leadership
3. Equip Mobilizers to Coach Customers toward Collective Change
4. Track Mobilizer Progress through a Customer-Verified Pipeline
© 2015 CEB. All rights reserved
#SalesSummit #DF15 #ChallengerCustomer
•  ceburl.com/Salesforce15
•  ChallengerCustomer.com
•  #ChallengerCustomer
•  #SalesSummit #DF15
•  @CEB_Challenger
Learn More and Join the Conversation
Salesforce Sales Leadership Community
www.salesforce.com/salesleadership
#SalesSummit #DF15
Thank you

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The Challenger Customer

  • 1. Sales Summit 2015 1 Day. 13 sessions. 14 Sales Thought Leaders. www.salesforce.com/ sales-summit/ Join the conversation #SalesSummit #DF15
  • 2. The Challenger Customer #SalesSummit #DF15 ​ Brent Adamson ​ Principal Executive Advisor, Sales & Marketing ​ CEB ​ @CEB_Challenger, #ChallengerCustomer ​  https://www.salesforce.com/sales-summit/
  • 3. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer That Was Then... © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer • Always goes the extra mile • Doesn’t give up easily • Self-motivated • Interested in feedback and development • Always has a different view of the world • Understands the customer’s business • Loves to debate • Pushes the customer • Reliably responds • Ensures that all problems are solved • Detail oriented • Follows own instincts • Self-assured • Independent • Builds strong customer advocates • Generous in giving time to help others • Gets along with everyone Hard Worker Challenger Relationship Builder Lone Wolf Problem Solver
  • 4. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer Traversing the Solutions Graveyard Customer Status Quo Agreement on a Vision Purchase Decision Single Stakeholder Agreement Organizational Consensus
  • 5. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer Bigger Groups, Fewer Purchases n = 3,000. 0% 50% 100% 81% 55% 53% 31% 1 2 3 4 5 6+ Size of Buying Team 60% Purchase Likelihood 60%
  • 6. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer Bigger Groups, Fewer Purchases n = 3,000. 0% 50% 100% 81% 55% 53% 31% 1 2 3 4 5 6+ Size of Buying Team 60% Purchase Likelihood 60% 5.4 Average Buying Group Size
  • 7. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer Track Them all down, and Win Them all over Stakeholder 1: CIO Rep Angle: Minimal work- flow disruption Positioning: Seamless integration with legacy systems Stakeholder “Closed” Stakeholder 2: Financial Analyst Rep Angle: Cost savings Positioning: Write-off of existing platform Stakeholder “Closed” Stakeholder 3: Marketer Rep Angle: Deeper customer segmentation Positioning: Develop effective segmentation targeting strategies Stakeholder “Closed” 1. Accessing Individuals2.ClosingIndividuals
  • 8. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer Surprising Results 0% 8% (8%) 4% (4%) ChangeinLikelihoodofMaking aHigh-QualitySale Access to Stakeholders Evaluating Purchase Positioning Offering on Value to an Individual Stakeholder
  • 9. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer The Real Enemy 1.5 Stakeholder Diversity Index Stakeholder DysfunctionIndex 2.0 2.5 2.5 4.0 5.5 Stakeholders don’t have a fair say Stakeholders avoid discussing key issues Stakeholders have multiple disagreements Kinds of dysfunction:
  • 10. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer The Lowest Common Denominator Stakeholder 1 Mental Model Goal Priorities Metrics Means Stakeholder 2 Mental Model Goal Priorities Metrics Means Stakeholder 3 Mental Model Goal Priorities Metrics Means
  • 11. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer Seven Types of Customer Stakeholders The Teacher The BlockerThe ClimberThe Guide The Go-Getter The FriendThe Skeptic
  • 12. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer Mobilizers Get the Deal Done
  • 13. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer What Now? 1. Identify Mobilizers versus “Champions” 2. Engage Mobilizers with Commercial Insight, not Thought Leadership 3. Equip Mobilizers to Coach Customers toward Collective Change 4. Track Mobilizer Progress through a Customer-Verified Pipeline
  • 14. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer How to Find Mobilizers
  • 15. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer What Now? 1. Identify Mobilizers versus “Champions” 2. Engage Mobilizers with Commercial Insight, not Thought Leadership 3. Equip Mobilizers to Coach Customers toward Collective Change 4. Track Mobilizer Progress through a Customer-Verified Pipeline
  • 16. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer Break down the “A,” then Build up the “B” Current Beliefs/Behavior Desired Beliefs/Behavior A B
  • 17. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer What Now? 1. Identify Mobilizers versus “Champions” 2. Engage Mobilizers with Commercial Insight, not Thought Leadership 3. Equip Mobilizers to Coach Customers toward Collective Change 4. Track Mobilizer Progress through a Customer-Verified Pipeline
  • 18. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer What Now? 1. Identify Mobilizers versus “Champions” 2. Engage Mobilizers with Commercial Insight, not Thought Leadership 3. Equip Mobilizers to Coach Customers toward Collective Change 4. Track Mobilizer Progress through a Customer-Verified Pipeline
  • 19. © 2015 CEB. All rights reserved #SalesSummit #DF15 #ChallengerCustomer •  ceburl.com/Salesforce15 •  ChallengerCustomer.com •  #ChallengerCustomer •  #SalesSummit #DF15 •  @CEB_Challenger Learn More and Join the Conversation
  • 20. Salesforce Sales Leadership Community www.salesforce.com/salesleadership #SalesSummit #DF15