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TAKING YOUR SALES
PROCESS INBOUND.
Inbound Certification Class #10
#INBOUND
1  Sales and inbound marketing
2  How to transform the way you sell
3  A day in the life of an Inbound Sales Rep
4  Key takeaways and resources
AGENDA
SALES AND
INBOUND MARKETING.1
What do we mean by
transform the way you sell?
Well, the sales process has
dramatically changed…
FLICKR USER GollyGforce
…because buying habits
have changed.
Cold Calling
Information gatekeepers
Static pitch
Seller - Centric
Attract with content
Be an open book
Leverage the buyer’s context
Buyer - Centric
INBOUNDTRADITIONAL
vs.
What is inbound sales?
WHAT IS A
KEYWORD?
“Buyers have more information
available to them, and higher
expectations for a relevant,
personal experience when
making a purchase.
Giving them that relevant,
personal, “delightful” experience
that is driven by their needs and
happens on their timeline is what
an inbound approach to sales is
all about.”
-Brian Halligan
We need to evolve our selling to keep up with
our customers.
HOW TO TRANSFORM
THE WAY YOU SELL.2
Transform the way you target accounts
Transform the way you connect with accounts
Transform the way your prospects perceive you as a salesperson
BEST PRACTICES FOR EFFECTIVELY
TRANSFORMING THE WAY YOU SELL
Transform the way you prospect accounts
Transform the way you target accounts
Transform the way you connect with accounts
Transform the way your prospects perceive you as a salesperson
BEST PRACTICES FOR EFFECTIVELY
TRANSFORMING THE WAY YOU SELL
Transform the way you prospect accounts
Make sure you are targeting
the right people.
The Buyer’s Journey
From the buyer’s perspective
Awareness
Consideration
Decision
Lifecycle stages
From the marketer’s perspective
Transform the way you target accounts
Transform the way you connect with accounts
Transform the way your prospects perceive you as a salesperson
BEST PRACTICES FOR EFFECTIVELY
TRANSFORMING THE WAY YOU SELL
Transform the way you prospect accounts
Don’t pick up the phone just yet:
It’s no longer efficient nor effective to simply
bang the phones without any context.
Company information
RESEARCH YOUR
LEAD THOROUGHLY
1
2
3
4
Read about their industry
Check social media
Lead intelligence
COMPANY INFORMATION1
COMPANY
INFORMATION
•  Company size
•  Annual revenue
•  What they sell
•  Who they sell to
•  Role of lead within the company
•  Are there any other key players that
may be involved?
READ ABOUT
THEIR INDUSTRY2
UNDERSTAND THE
BUSINESS
•  Company news
•  New funding
•  Are they hiring?
•  Territory expansion
•  Upcoming events
•  LinkedIn profiles
•  Shared contacts
•  Shared groups
CHECK SOCIAL MEDIA3
SOCIAL MEDIA
•  72.6% of salespeople using social media
actually outperformed their colleagues
who were not on social media.
•  Is your lead actively talking with
other companies?
•  Is your lead researching other needs?
LEAD INTELLIGENCE4
LEAD INTELLIGENCE
Monitor the lead’s engagement
with your company.
•  What did they download?
•  What pages did they look at?
•  What emails are they reading?
•  What is resonating with them?
Determine the goal of
the call before picking
up the phone.
Transform the way you target accounts
Transform the way you connect with accounts
Transform the way your prospects perceive you as a salesperson
BEST PRACTICES FOR EFFECTIVELY
TRANSFORMING THE WAY YOU SELL
Transform the way you prospect accounts
Build rapport
GUIDELINES FOR TRANSFORMING
THE WAY YOU CONNECT
1
2
3
4
Know your audience
Speak the prospect’s language
Be helpful
BUILD RAPPORT1
BUILD RAPPORT
•  Establish commonality based on the
research you’ve done.
•  Be unbiased and put the education of
your prospect before your
personal initiatives.
•  Understand their goals and challenges
through their eyes.
1  Sports
2  Family/Dogs
3  Education
4  Cities
TECHNIQUES FOR
ESTABLISHING COMMONALITY
KNOW YOUR AUDIENCE2
Know your audience.
You need to understand who you are talking
to. Is it the decision maker? Is it the influencer?
Tailor the conversation based on who you are
speaking to. What is going to resonate most
with the person on the other end of the phone?
SPEAK THE
PROSPECT’S LANGUAGE3
Speak the prospect’s language.
FLICKR USER JONATHANCOHEN
From the moment you start speaking, the way you articulate information needs to
resonate with your prospect. Weave in industry terms and relatable
company names to establish credibility.
BE HELPFUL4
Be helpful.
Have a tip, educational offer, or other content to give to the prospect.
Transform the way you target accounts
Transform the way you connect with accounts
Transform the way your prospects perceive you as a salesperson
BEST PRACTICES FOR EFFECTIVELY
TRANSFORMING THE WAY YOU SELL
Transform the way you prospect accounts
Be a sales educator.
In order to put yourself in the position to
educate your prospects, you need to
become the ultimate listening machine
and truly understand your prospect’s
pains and challenges.
Make your sales organization human again.
People buy from people. You need to break down the walls of humanity and not
come off as a sales robot that is static no matter who you are talking to.
Become trusted advisors.
Focus on building your personal brand as a thought leader in your space.
Remember, people buy from people that they like and trust.
A DAY IN THE LIFE OF AN
INBOUND SALES REP.3
Imagine we work for a software
development company and we
walk into the office with this new
inbound lead in our inbox.
It’s Andy Pitre from HubSpot!
We have this new lead.
Now what?
Pick up the phone
immediately?
Not just yet…
First, we need to
do research.
ABOUT PAGE
•  About HubSpot
•  Past/upcoming events
•  Management
•  Directors & advisors
•  HubSpot in the press
CASE STUDIES
•  HubSpot case studies
•  Who are they working with?
•  Who do they typically sell to?
HOME PAGE
FOOTER
•  Locations
•  Contact information
•  Are they hiring?
•  What do they sell?
NEWS
•  Stay up to date
•  Company news
•  Industry terminology
•  Recent press releases
COMPANY LINKEDIN
•  Company size
•  Company employees
•  Recent updates
•  Careers
•  Products
INDIVIDUAL LINKEDIN
•  His exact title
•  Where he used to work
•  Shared connections
•  Shared groups
•  Relevant “specialties”
•  Andy says he’s friendly
•  His hobbies
•  Recommendations
Always look at company/individual Twitter pages.
LEAD INTELLIGENCE
•  When Andy first came
to our website
•  How he found our website
•  His twitter username
•  Recent conversion
•  Emails he’s clicking on
•  ALL INTERACTIONS
Start with:
“Andy, this is Jillian from [your company].
I saw you downloaded our Ebook on 10
ways blogging can improve your
business.”
OR, mention it generally…
“Andy, this is Jillian from [your company].
Thanks for downloading our content on
improving your business.”
Then you can take one of the two paths:
A.  “What are you looking for help with?”
B.  “I’ve researched your company and
have a few tips and suggestions for
you, but first wanted to understand
what you were looking to learn more
about, and how I can be a great
resource to you.”
FLICKR USER NEROVIVO
DEFINITION OF A
POSITIONING STATEMENT:
An expression of how a given product, service, or brand fills a particular
consumer need in a way that its competitors don’t.
Hi Andy,
You recently downloaded information on
blogging for your business.
I’ve researched your company and have
suggestions on how blogging can actually
help drive more traffic to your website.
Please let me know when you have a few
minutes to speak. My name is Jillian, and
I’m calling from Inbound Corporation
+800.855.1234.
Subject Line: Blogging Ideas for Driving More
Traffic to your website
Hi Andy, per my message today –
You recently downloaded information on
blogging for your business.
I’ve researched your company and have
suggestions on how you blogging can actually
help drive more traffic to your website.
When do you have a few minutes to connect?
Best,
Jillian
Voicemail 1 E-mail 1
Hi Andy,
You’ve been to our website and utilized our
resources. I’ve researched your company
and have a couple of suggestions on how
blogging can drive more traffic to your
website. For example, you can help increase
traffic to your website by including relevant
keywords on your blogs that you want to get
ranked for on the search engines.
I thought you might enjoy a 20 minute free
assessment of your website where we can
review more tips and suggestions that you
can implement today.
Please let me know when you have a few
minutes to speak. My name is Jillian, and I’m
calling from Inbound Corporation
+800.855.1234.
Subject Line: HubSpot Free Assessment
Hi Andy, per my message today –
You’ve been to our website and utilized our
resources. I’ve researched your company and
have suggestions on how blogging can drive
more traffic to your website. For example, you
can help increase traffic to your website by
including relevant keywords on your blogs that
you want to get ranked for on the search
engines.
HubSpot offers a 20 minute assessment where
we can review more tips and suggestions that
you can implement today.
When is the best time to connect?
Best,
Jillian
Voicemail 2 E-mail 2
Hi Andy,
I wanted to reach out to you one last time
as I have suggestions on how your site
can work harder for you. If I do not hear
back from you, I’ll assume the timing isn’t
right.
Give me a call if you would like to speak
further. This is Jillian, and I’m calling from
Inbound Corporation +800.855.1234.
Subject Line: Best Regards from HubSpot
Hi Andy, per my message today –
I wanted to reach out to you one last time. I
have suggestions on how your site can work
harder for you. If I don’t hear back from you, I’ll
assume timing isn’t right.
My information is below should you have any
questions.
Best,
Jillian
Voicemail 3 E-mail 3
Provide a relevant, personal, and
delightful experience for each of your
prospects from start to finish.
Put into action the 4 best practices we introduced in today’s course – and you
will be well on your way to taking your sales process inbound.
KEY TAKEAWAYS
AND RESOURCES.4
KEY TAKEAWAYS
1  Prospects today typically make 60% of their purchase decision before
even talking to a sales rep.
2  You can greatly increase your yield if you research your lead thoroughly
and determine the goal of the call before picking up the phone.
3  It helps to leverage the buyer’s context. It’s essential to know who you
are talking to and what stage in the buying process they are at. Tailor
your conversation given this information.
4  From the moment you start speaking, the way you articulate information
needs to resonate with your prospect.
5  Have a tip, educational offer, or other helpful content ready to give to
the prospect.
6  Be a sales educator. The prospect should walk away having learned
something from you, no matter the outcome of the call.
7  Strive to become a trusted advisor. People generally buy from people
they like and trust.
KEY TAKEAWAYS
1  Download Inbound Sales scripts from today’s course
[downloadable scripts]
2  What Sales Winners Do Differently [eBook]
3  Sell More, Better, and Faster in 2014 with Inbound Sales
[blog post]
4  How Sales Can Close More Deals Using Social Media [eBook]
RESOURCES

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Taking Your Sales Process Inbound

  • 1. TAKING YOUR SALES PROCESS INBOUND. Inbound Certification Class #10
  • 3. 1  Sales and inbound marketing 2  How to transform the way you sell 3  A day in the life of an Inbound Sales Rep 4  Key takeaways and resources AGENDA
  • 4.
  • 6. What do we mean by transform the way you sell?
  • 7. Well, the sales process has dramatically changed… FLICKR USER GollyGforce
  • 9. Cold Calling Information gatekeepers Static pitch Seller - Centric Attract with content Be an open book Leverage the buyer’s context Buyer - Centric INBOUNDTRADITIONAL vs.
  • 10. What is inbound sales?
  • 11. WHAT IS A KEYWORD? “Buyers have more information available to them, and higher expectations for a relevant, personal experience when making a purchase. Giving them that relevant, personal, “delightful” experience that is driven by their needs and happens on their timeline is what an inbound approach to sales is all about.” -Brian Halligan
  • 12. We need to evolve our selling to keep up with our customers.
  • 13. HOW TO TRANSFORM THE WAY YOU SELL.2
  • 14. Transform the way you target accounts Transform the way you connect with accounts Transform the way your prospects perceive you as a salesperson BEST PRACTICES FOR EFFECTIVELY TRANSFORMING THE WAY YOU SELL Transform the way you prospect accounts
  • 15. Transform the way you target accounts Transform the way you connect with accounts Transform the way your prospects perceive you as a salesperson BEST PRACTICES FOR EFFECTIVELY TRANSFORMING THE WAY YOU SELL Transform the way you prospect accounts
  • 16. Make sure you are targeting the right people.
  • 17. The Buyer’s Journey From the buyer’s perspective Awareness Consideration Decision Lifecycle stages From the marketer’s perspective
  • 18. Transform the way you target accounts Transform the way you connect with accounts Transform the way your prospects perceive you as a salesperson BEST PRACTICES FOR EFFECTIVELY TRANSFORMING THE WAY YOU SELL Transform the way you prospect accounts
  • 19. Don’t pick up the phone just yet: It’s no longer efficient nor effective to simply bang the phones without any context.
  • 20. Company information RESEARCH YOUR LEAD THOROUGHLY 1 2 3 4 Read about their industry Check social media Lead intelligence
  • 22. COMPANY INFORMATION •  Company size •  Annual revenue •  What they sell •  Who they sell to •  Role of lead within the company •  Are there any other key players that may be involved?
  • 24. UNDERSTAND THE BUSINESS •  Company news •  New funding •  Are they hiring? •  Territory expansion •  Upcoming events •  LinkedIn profiles •  Shared contacts •  Shared groups
  • 26. SOCIAL MEDIA •  72.6% of salespeople using social media actually outperformed their colleagues who were not on social media. •  Is your lead actively talking with other companies? •  Is your lead researching other needs?
  • 28. LEAD INTELLIGENCE Monitor the lead’s engagement with your company. •  What did they download? •  What pages did they look at? •  What emails are they reading? •  What is resonating with them?
  • 29. Determine the goal of the call before picking up the phone.
  • 30. Transform the way you target accounts Transform the way you connect with accounts Transform the way your prospects perceive you as a salesperson BEST PRACTICES FOR EFFECTIVELY TRANSFORMING THE WAY YOU SELL Transform the way you prospect accounts
  • 31. Build rapport GUIDELINES FOR TRANSFORMING THE WAY YOU CONNECT 1 2 3 4 Know your audience Speak the prospect’s language Be helpful
  • 33. BUILD RAPPORT •  Establish commonality based on the research you’ve done. •  Be unbiased and put the education of your prospect before your personal initiatives. •  Understand their goals and challenges through their eyes.
  • 34. 1  Sports 2  Family/Dogs 3  Education 4  Cities TECHNIQUES FOR ESTABLISHING COMMONALITY
  • 36. Know your audience. You need to understand who you are talking to. Is it the decision maker? Is it the influencer? Tailor the conversation based on who you are speaking to. What is going to resonate most with the person on the other end of the phone?
  • 38. Speak the prospect’s language. FLICKR USER JONATHANCOHEN From the moment you start speaking, the way you articulate information needs to resonate with your prospect. Weave in industry terms and relatable company names to establish credibility.
  • 40. Be helpful. Have a tip, educational offer, or other content to give to the prospect.
  • 41. Transform the way you target accounts Transform the way you connect with accounts Transform the way your prospects perceive you as a salesperson BEST PRACTICES FOR EFFECTIVELY TRANSFORMING THE WAY YOU SELL Transform the way you prospect accounts
  • 42. Be a sales educator. In order to put yourself in the position to educate your prospects, you need to become the ultimate listening machine and truly understand your prospect’s pains and challenges.
  • 43. Make your sales organization human again. People buy from people. You need to break down the walls of humanity and not come off as a sales robot that is static no matter who you are talking to.
  • 44. Become trusted advisors. Focus on building your personal brand as a thought leader in your space. Remember, people buy from people that they like and trust.
  • 45. A DAY IN THE LIFE OF AN INBOUND SALES REP.3
  • 46. Imagine we work for a software development company and we walk into the office with this new inbound lead in our inbox. It’s Andy Pitre from HubSpot!
  • 47. We have this new lead. Now what? Pick up the phone immediately? Not just yet… First, we need to do research.
  • 48. ABOUT PAGE •  About HubSpot •  Past/upcoming events •  Management •  Directors & advisors •  HubSpot in the press
  • 49. CASE STUDIES •  HubSpot case studies •  Who are they working with? •  Who do they typically sell to?
  • 50. HOME PAGE FOOTER •  Locations •  Contact information •  Are they hiring? •  What do they sell?
  • 51. NEWS •  Stay up to date •  Company news •  Industry terminology •  Recent press releases
  • 52. COMPANY LINKEDIN •  Company size •  Company employees •  Recent updates •  Careers •  Products
  • 53. INDIVIDUAL LINKEDIN •  His exact title •  Where he used to work •  Shared connections •  Shared groups •  Relevant “specialties” •  Andy says he’s friendly •  His hobbies •  Recommendations
  • 54. Always look at company/individual Twitter pages.
  • 55. LEAD INTELLIGENCE •  When Andy first came to our website •  How he found our website •  His twitter username •  Recent conversion •  Emails he’s clicking on •  ALL INTERACTIONS
  • 56. Start with: “Andy, this is Jillian from [your company]. I saw you downloaded our Ebook on 10 ways blogging can improve your business.” OR, mention it generally… “Andy, this is Jillian from [your company]. Thanks for downloading our content on improving your business.”
  • 57. Then you can take one of the two paths: A.  “What are you looking for help with?” B.  “I’ve researched your company and have a few tips and suggestions for you, but first wanted to understand what you were looking to learn more about, and how I can be a great resource to you.” FLICKR USER NEROVIVO
  • 58. DEFINITION OF A POSITIONING STATEMENT: An expression of how a given product, service, or brand fills a particular consumer need in a way that its competitors don’t.
  • 59. Hi Andy, You recently downloaded information on blogging for your business. I’ve researched your company and have suggestions on how blogging can actually help drive more traffic to your website. Please let me know when you have a few minutes to speak. My name is Jillian, and I’m calling from Inbound Corporation +800.855.1234. Subject Line: Blogging Ideas for Driving More Traffic to your website Hi Andy, per my message today – You recently downloaded information on blogging for your business. I’ve researched your company and have suggestions on how you blogging can actually help drive more traffic to your website. When do you have a few minutes to connect? Best, Jillian Voicemail 1 E-mail 1
  • 60. Hi Andy, You’ve been to our website and utilized our resources. I’ve researched your company and have a couple of suggestions on how blogging can drive more traffic to your website. For example, you can help increase traffic to your website by including relevant keywords on your blogs that you want to get ranked for on the search engines. I thought you might enjoy a 20 minute free assessment of your website where we can review more tips and suggestions that you can implement today. Please let me know when you have a few minutes to speak. My name is Jillian, and I’m calling from Inbound Corporation +800.855.1234. Subject Line: HubSpot Free Assessment Hi Andy, per my message today – You’ve been to our website and utilized our resources. I’ve researched your company and have suggestions on how blogging can drive more traffic to your website. For example, you can help increase traffic to your website by including relevant keywords on your blogs that you want to get ranked for on the search engines. HubSpot offers a 20 minute assessment where we can review more tips and suggestions that you can implement today. When is the best time to connect? Best, Jillian Voicemail 2 E-mail 2
  • 61. Hi Andy, I wanted to reach out to you one last time as I have suggestions on how your site can work harder for you. If I do not hear back from you, I’ll assume the timing isn’t right. Give me a call if you would like to speak further. This is Jillian, and I’m calling from Inbound Corporation +800.855.1234. Subject Line: Best Regards from HubSpot Hi Andy, per my message today – I wanted to reach out to you one last time. I have suggestions on how your site can work harder for you. If I don’t hear back from you, I’ll assume timing isn’t right. My information is below should you have any questions. Best, Jillian Voicemail 3 E-mail 3
  • 62. Provide a relevant, personal, and delightful experience for each of your prospects from start to finish.
  • 63. Put into action the 4 best practices we introduced in today’s course – and you will be well on your way to taking your sales process inbound.
  • 65. KEY TAKEAWAYS 1  Prospects today typically make 60% of their purchase decision before even talking to a sales rep. 2  You can greatly increase your yield if you research your lead thoroughly and determine the goal of the call before picking up the phone. 3  It helps to leverage the buyer’s context. It’s essential to know who you are talking to and what stage in the buying process they are at. Tailor your conversation given this information. 4  From the moment you start speaking, the way you articulate information needs to resonate with your prospect.
  • 66. 5  Have a tip, educational offer, or other helpful content ready to give to the prospect. 6  Be a sales educator. The prospect should walk away having learned something from you, no matter the outcome of the call. 7  Strive to become a trusted advisor. People generally buy from people they like and trust. KEY TAKEAWAYS
  • 67. 1  Download Inbound Sales scripts from today’s course [downloadable scripts] 2  What Sales Winners Do Differently [eBook] 3  Sell More, Better, and Faster in 2014 with Inbound Sales [blog post] 4  How Sales Can Close More Deals Using Social Media [eBook] RESOURCES