Sales isn't a dirty word or at least it shouldn't be. Here are some details about the evolving sales industry and how non-profit organizations and leaders can do a better job of re-positioning their own personal role as well as their organization's role and ultimately improve how they ask for donations but better understanding the person across from them.
1. Let’s Make Sausage
Making the Ask is Not Like Making Sausage: You Need to
Know What Goes in There - Mark Zmarzly
2. Who am I?
• Mark Zmarzly (Za-mars-zlee)
• BA & MA in English (Creative Writing)
• Got into Bank Consulting/Sales in 2005…not as sexy as it sounds
• Have sold & serviced clients ranging from 1 branch to 1,700
• Other things I have sold: Tacos, video rentals, office
equipment/supplies, my mom’s jewelry, beer, literacy, and the
secret recipe to green slime.
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
3. Selling green slime
• I learned quickly how management can kill motivation.
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
4. What do you think of the corporate world & sales?
• 1: Sales is the most important part of the corporate
world…nothing happens until someone sells something!
• 2: It’s important just like service, good product, etc.
• 3: Indifferent/No opinion.
• 4: It’s the equivalent of cleaning toilets: necessary
perhaps, but unpleasant and a bit unclean.
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
5. What do you think of fundraising?
• 1: Fundraising is the most important part of my
organization…if we neglect this, we cannot serve!
• 2: It’s important just like our service, good product, etc.
• 3: Indifferent/No opinion.
• 4: It’s the equivalent of cleaning toilets: necessary
perhaps, but unpleasant and a bit unclean.
• 5: I just wet myself (metaphorically of course) when you
asked this question.
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
6. http://jennifermccrea.com/2010/03/fundraising-selling-5/
From the Internet: “Fundraising is not selling”
“Fundraising is a practice, a craft, characterized at its best by creativity, collaboration
and a deep, human connection. It is about enabling people to discover what is
important in their lives, and it is much more about transformation than it is about
transactions.
We miss something very important when we are focused on selling people. Selling
implies that money is the most important part of the relationship. When money is at
the center of the relationship, it distracts us from our mission.
When we remove this buyer/seller dynamic, we move away from dependence and a
relationship that favors one side over the other. It moves into a place of effortless
flowing, growth and discovery, sharing, trust and co-creation.
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
7. http://jennifermccrea.com/2010/03/fundraising-selling-5/
From the Internet: “Fundraising is not selling”
“Fundraising is a practice, a craft, characterized at its best by creativity, collaboration
and a deep, human connection. It is about enabling people to discover what is
Asking for money in any form does not
important in their lives, and it is much more about transformation than it is about
transactions.
take delicate genius…but if selling people. Selling it
We miss something very important when we are focused on
you think
implies that money is the most important part of the afraid.
does, the relationship, italways be relationship. When money is at
you will distracts us from our mission.
the center of
When we remove this buyer/seller dynamic, we move away from dependence and a
relationship that favors one side over the other. It moves into a place of effortless
flowing, growth and discovery, sharing, trust and co-creation.
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
8. http://www.huffingtonpost.com/richard-dare/nonprofit-funding_b_1471726.html
“The 2012 State of the Nonprofit Sector Survey
found 85% of all nonprofits experienced an
increase in demand for their services in 2011
(and 88% expected to experience an increase
in demand again in 2012) but 57% of all
nonprofits have barely enough cash on hand
to last them three months or less.”
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
11. Crafting a new way
What I was told: What I sought & discovered:
• “You have a lot to learn • Info is abundant, curation is
about selling” difficult. Seek, sense, share.
• Fill the funnel • Qualify like crazy
• Solve the problem • Identify the problem, then solve
• The recession is causing a • Track and evaluate
lack of sales
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
12. Why am I here? Why are you here?
• New role of sales in the corporate world
• You and your organization are the base
• The ask is the apex
• If you are at the fundraising pinnacle, you can be excused
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
15. The evolution of sales
• Balance of power
• Now it’s about moving people
• Segmentation is over…elasticity is in. You cannot
do one thing, you must do many and that involves
a lot of moving.
• In traditional sales, the Internet was the great
equalizer…it’s not just for astronaut sloth and
grumpy cat
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
16. The evolution of sales
• “The balance has shifted. If you’re the buyer and you’ve got
just as much information as the seller, along with the means
to talk back, you’re no longer the only one who needs to be
on notice. In a world of information parity, the new guiding
principle is caveat venditor—seller beware.”
• Your reluctance to see the new form of sales will be an
impediment to your success.
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
17. Here’s an experiment
• Have a post-it-note and pen in front of you.
• Hold the paper up to your forehead with your NON-dominant
hand.
• With your dominant hand, snap your fingers five times as quick
as you can.
• Now as quickly as you can, use your dominant hand to draw a
capital E on your forehead.
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
18. The E test
• How did you write it?
• “It’s about stepping outside your own experience and imagining
the emotions, perceptions, and motivations of others.”
• In the E test, “high-power participants were almost 3x more
likely as lower-power participants to draw the self-oriented E.”
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
19. Get out of the building
• Ask what other organizations are doing to generate funds
• Ask your friends and neighbors where they donate and why
• Seek to understand…to demystify the process
• It will help you:
• Find potential new donors
• Practice!
• Discover new ways to communicate your passion
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
20. A blockbuster of a deal
• I did such a good job that they went out of business.
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
21. The future is now… consultative + perspective
• What is holding you back from embracing fundraising?
• Are you visible? If you are absent, who is filling that gap?
• Which way is your E facing? Reduce your power to sharpen
perspective.
• How can you curate content (seek, sense, and share) to help
potential donors make sense of how they can contribute and
the difference it makes?
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
23. Where is the focus of your content?
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
24. At the center of Vancity’s brand is the concept of ‘balanced prosperity,” a strategy driven by a “triple bottom line” of financial
returns, social returns, and environmental returns. – Jeffry Pilcher of TheFinancialBrand.com
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
25. Is your organization utilizing all the new tools?
• Curating content and reach
can be scaled
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
26. Is your organization utilizing all the new tools?
• What about listening?
• Use Google Alerts for donors, other non-profits, funders, etc.
• Reach out to engage and ask questions.
• Cultivate a culture of involvement and education in the lives and
roles of those around you.
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
27. How does the organization view the evolving landscape?
• In just three years, Kickstarter surpassed the U.S. National
Endowment for the Arts as the largest backer of arts projects
in the United States.
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
28. Will your organization adapt?
• “My cause is sufficient to generate results.”
• “It’s too competitive…we’re fighting for smaller pie.”
• Opinion doesn’t matter
• Experience matters a little
• Both are irrelevant in the face of results
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
30. Prepping for the face-to-face: asking better questions
• What does your customer want?
• What are their felt needs? (what do they say they need)
• What are their actual needs? (what do they really need)
• What are their aspirations?
• What obstacles are in their way?
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
31. Prepping for the face-to-face: asking better questions
• Generate a list of questions by writing as many as you can.
Don’t edit…just write.
• Go through them and label open or closed-ended. Rework
as needed.
• Choose the three most important questions. Why did you
choose them?
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
32. Prepping for the face-to-face
• What do you want them to know?
• What do you want them to feel?
• What do you want them to do?
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
33. After the face-to-face
• Analyze what happened…what went right, what went wrong?
• What crucial steps led to your success?
• Think back to the beginning
• One of the biggest predictors of success in sales isn’t experience
or talent…it’s how you analyze and explain your failures.
• Improving your close rate
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
34. The true apex for any ask is this:
• If the person you’re “selling to” agrees to buy, will his
or her life improve?
• When your interaction is over, will the world be a
better place than when you began?
• If yes, you owe it to yourself and the world
to make these types of ask a priority!
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
35. The true apex for any ask is this:
• If no…
@BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com