Feb
2012
Need a lift? Then please read this New York Times opinion piece: It’s not about sales strategy—it’s about an amazing antipoverty organization called LIFT. (With lessons for every salesperson, I promise!) 
LIFT got a terrific “lift” when David Bornstein of the Opinionator column of the New York Times highlighted this tremendous nonprofit in its “Fixes” column.
“One of the most innovative organizations working to re-imagine poverty alleviation. It was founded by college students in 1998, and most of the work is still conducted by student volunteers…If the American Dream is to be resuscitated for many of nation’s poor, there is a great deal that we can learn from them.”
It’s a great read in-and-of-itself. I hope you support LIFT. Spread the word. Donate. Encourage someone to volunteer there. And, feel a tiny bit more hopeful about our world.
Also, in my view, LIFT’s philosophy has some interesting relevance to the challenges that face salespeople trying to navigate the slippery slope of prospect engagement. I by no means equate the two in terms of moral virtue. But, all of us in our work and personal lives benefit when our communication and relationship skills are honed to better empower ourselves and others.
Much is written in sales about how to empower the prospect to feel confident about making a “change”. The importance of the relationship between Salesperson and Prospect has received much attention. Frequently suggested “tips” include:
Here’s what columnist Bornstein had to say about LIFT’s tools of success. Notice that all of the tips listed above are strategically embedded in LIFT’s blueprint:
LIFT’s approach is grounded in the principle that change happens through relationships.“The sheer act of two people coming together, sharing their strengths in a trusting relationship, is the most important first step in creating transformation,” explains Kirsten Lodal, LIFT’s chief executive and co-founder. “It’s the portal from which people are able to access opportunity in all its many dimensions.”
“When we start dealing with poverty,” notes Lodal, “we turn off our brains about what has worked over time for the middle and upper classes in America.” It’s not just benefits and material resources—but plans, relationships, beliefs and aspirations—the kinds of things LIFT helps its clients to think about for themselves every day.
If this sounds soft, it isn’t. LIFT has spent more than a decade systematizing what amounts to a social technology. It has developed a set of working principles for working with clients. Among them are: be humble, transparent, and friendly; focus on strengths; and beware of your own biases. The advocates all use technology (like the digital natives they are) to track every meeting, as well as clients’ progress on their goals.
The take-away for me is that helping people change—whether it’s overcoming homelessness or investing in a new technology for your business—requires what Bornstein describes as an “integrated process of human development.” In other words: “a sale is more than just a sale.” For change to happen, people need:
What type of communication “lifts” you or your prospect to feel empowered to forge ahead?
Full Disclosure: my daughter has worked for over five years at LIFT, four years as a student volunteer while at Tufts University, and for the past year and a half as a site coordinator for LIFT in Washington, D.C.
Peggy Kriss, Ph.D. is a clinical psychologist in Newton, Massachusetts and a consultant to Visibleains. Stay tuned for more psychology informed blogs by Dr. Kriss.

For the record, after reviewing our marketing efforts in January, I’ll publicly admit a shift in my thinking. I’ve always thought holiday cards were hokey and a complete waste of marketing time. So I’ll readily admit I wasn’t optimistic about the value of creating an electronic New Year’s missive.
However, I was intrigued enough to try one because our Xmas card: Do you know if Santa read your wish list? Johnny does… drove a significant bump in Free Account signups. Our Xmas “card” was a humorous and cleverly disguised product demo highlighting a kid using VisibleGains’ Outlook plugin to share his gift wish list and receive notifications when Santa read it.
As a new year’s follow-up, we decided to create a parody of the Old Spice Man—inspired by a draft script I created long ago. With some copy tweaks, we were off and running. We sent it to our core email distribution list. Happily, the HTML Open Rate on the New Year email Parody was 12.74%.
Data from our video app tells us roughly 1 out of 3 folks viewed the video and most stayed until the end. Google analytics (below) shows a spike in traffic the same day we sent it out when we didn’t have any other campaign running. Additionally 2.5% of viewers signed up for our Free Account that day. I know 2 to 3 percent is pretty standard but for the investment of time—and as a way to fill the lull between vacations when people are slow to get back to full throttle—we were happy.
So for a couple of hours of creative fun, we fed our Free Account program which in turn drives business. That’s better performance than many of the trade shows with speaking engagements we’ve invested significant more time and resources in! (Fodder for another blog post—or rant. In my humble opinion, trade shows are often too expensive for the return on investment.)
Are corporate Ground Hog’s Day cards or valentines worthwhile marketing investments? (Just kidding, I think.)
One of the hardest things for sales people to do when prospecting is to communicate the benefits of their solution to the right stakeholder—especially knowing they’ll likely be communicating first through a gatekeeper.
According to research conducted by The Bridge Group, Inc., on average it takes 9.3 touches to get the first meeting. And, you need that first meeting to start the sales conversation, right?
Not necessarily. TimeTrade didn’t.
They were able to send a single email with content so compelling it was digested and shared with 10 others before the first meeting—which, by the way, TimeTrade successfully secured within 10 days of sending the email.
Situation
TimeTrade President and CEO Gary Ambrosino craved a new way to open doors. He was excited about the idea of including video in email to personally connect with prospects’ pain points and highlight bottom-line impacts of using TimeTrade’s online scheduling system. In the short time it takes to view a video, Gary was confident he could present TimeTrade’s value proposition and actually use its scheduling product in the associated call to action to motivate prospects to book a first meeting at the very moment they were jazzed about the offering.
Solution
TimeTrade used VisibleGains applications and best practices to create a single communication including:
Results
“With a single link, our sales rep in the prospecting process was able to reach and touch 10 people, leading to closed business.”
- Gary Ambrosino, President and CEO, TimeTrade
Conclusion
Getting a first meeting is a key milestone in the selling process, often requiring Herculean effort and tons of guesswork by salespeople about the right time to follow-up. The initial back and forth exchange between a sales person and prospect kicks off a salesperson’s direct involvement in the prospect’s buying process.
Salespeople open doors and earn the right to subsequent interactions when they demonstrate a persistent understanding of their prospect’s pain points. Sending compelling content and following up when a prospect is engaged with it (thanks to the alerts sent by VisibleGains in this example when email is opened and content is read) helps salespeople get the first meeting, advance the sale and close the deal.
Are you taking full advantage of the opportunity to start sales conversations in email?
TimeTrade is the world leader in online appointment scheduling systems used by businesses to create new customers, accelerate the sales and service process and make it easy and fast to respond to customers—24/7. TimeTrade’s scheduling software solutions are built on the flexible TimeTrade Appointment Cloud SaaS platform that has the power to scale up to meet the real-time scheduling demands of the largest deployments.
This is a follow-up to my blog post, Do Not Create Resistant Donkeys! in which I introduced WEAC and STRONG sales tactics (mnemonics coined by me). WEAC tactics can turn your Prospect into a “donkey”, resistant to change, while STRONG tactics help unleash your Prospect’s inner racehorse, galloping across the sales finish line. This is a follow-up to a webinar we delivered.
In a series of blog posts, I explore how salespeople can employ STRONG tactics to put the Prospect in charge of change and feel empowered or strong. In my previous post, No judgment-allow all issues to be on the table, I focused on the N in STRONG sales tactics.
Next (and last!) stop is G:
You’ve heard the expression: “You can lead a horse (or donkey?!) to water, but you can’t make it drink.” Well, people, like horses, will only do what they have a mind to do. To make change happen, it’s critical your Prospect hear her or himself arguing for change by articulating the desire, reasons, and need for things to be different, as well as the belief it can be done (“I can do it! Yes, I can!”) A guiding approach will empower your Prospect to fully engage and be much less likely to provoke that dreaded “resistant donkey”!
How?
TIPS
Listen to yourself: Who is arguing for change? You or your Prospect?
Peggy Kriss, Ph.D. is a clinical psychologist in Newton, Massachusetts and a consultant to VisibleGains. Stay tuned for more psychology informed blogs by Dr. Kriss.
The National Retail Federation annual convention is underway at the Javits Convention Center in NYC. This is the show where retailers from all walks of life come to learn about the latest and greatest in the world of retailing. I decided to take in the show to learn from the innovative, new ways retailers can engage customers. The conference theme this year is Engaging with Shoppers in a World of Fragmentation and Change.
So imagine my surprise (or maybe not) when I arrived at the Javits Center and was greeted by massive lines (multiple) for check-in. No problem, I thought. My colleague and I had our bar codes handy on our smart phones. We would just whiz through express check-in while all these other poor folks wait for a human to slowly process their registration.
After making our way past the long lines that were almost 1000 people deep, we found a representative from the National Retail Federation who told us these were the lines for express check-in (those with the bar code for scanning).
Why the long lines? She wasn’t quite sure, as the conference opened yesterday. Perhaps it was because President Clinton was speaking today? Don’t worry, she said. The lines move fast.
Not really. It took an hour for us to get to the check-in counter. Once there a check-in person, who was courteous, manually scanned our barcode, which automatically printed our badge. We were finally on our way—more than an hour since we stepped in the line.
Inside the exhibit hall, almost all of the companies offered technological solutions to help retailers do a better job engaging clients—driving more sales and maximizing profits.
So why the disconnect between the host of the event and purveyors of technology?
Never underestimate how hard change is for all parties. Even so, embrace change for the good of your customers, pretty please. Put yourself in your customers’ world and do whatever you can to make it better. Anytime you need reminding—just think of me in that 1000 person queue.
What “long lines” in your customers’ experiences can you eliminate by embracing change?
This blog is inspired by David Meerman Scott’s recent post where he adeptly writes about lessons learned from political stories and applies them to marketing strategy. And learning from DMS, I reprint his disclaimer:
“This is a marketing blog, not a political blog. I am not talking up the merits of any candidates but rather using their marketing as examples for all to learn from.”
So with that said….
It’s the political season and everyone is talking about which presidential candidate connects best with the voter. Genuine? Trustworthy? Feels my pain? Has a viable plan to meet my needs, hopes and dreams?
Spend an hour or two reading B2B tweets about effective sales communication and you’re likely to hear the same chatter about sales “to-dos”:
All of these admonitions could come from a campaign manager or sales manager. Hence, the lessons from one can be easily applied to the other—Campaigner can learn from Salesperson and Salesperson from Campaigner.
The predictably intense focus on every word, facial expression, question, or answer muttered by Candidates during primary season, coupled with 24/7 polling, yields data galore on every perception, impression, and reaction of the Voter. Consequently we can all learn from politics about “closing the sale”.
Enter the satirical New Yorker piece on what a “President Romney” might sound like given his penchant for what the New York Times and Boston Globe referred to as Romney’s “guessing” game.
In December 2011, the New York Times reported:
For a candidate who is exceedingly risk-averse, Mr. Romney has developed an unlikely penchant for trying to puzzle out everything from voters’ personal relationships to their ancestral homelands.
“Sisters?” he asked. (Nope, stepmother and stepdaughter.) “Your husband?” he wondered. (No, just a friend from the neighborhood.) “Mother and daughter?” he guessed. (Cousins, actually.)
The results can be awkward. “Daughter?” he asked a woman sitting with a man and two younger girls at the diner in Tilton, N.H., on Friday morning. Her face turned a shade of red. “Wife.”
And the creative license taken from the New Yorker in response to the Times’ report:
Chancellor Merkel looked somewhat taken aback at being mistaken for Sarkozy’s aunt. When she’d regained her composure, she said to President Romney, “I know you will have much to add on the question of the debt crisis in the euro zone, Mr. President.”
President Romney looked at the German Chancellor carefully, up and down. “I’d say you’d go about one-forty, give or take five pounds,” he said. “Am I in the ballpark?”
So what can be learned from all of this? All of the candidates have positive and negative relational qualities and moments.
This same New York Times article gives Romney some positive spin:
Mr. Romney has plenty of moments when he wins positive reactions and seems to make a genuine link, undercutting his caricature as robotic. And he is hardly giving up on mastering the art of the soft sell: he personally insisted on spending more hours talking to voters this election and fewer sequestered in his Boston headquarters.
The point I want to make here is that this guessing game is not something to be taken lightly! On the positive side, candidate Romney in this spoof took on a curious stance towards his “Prospect”. And he was engaging in a dialogue not a monologue. But was he really listening? And what about trust?
What’s wrong with guessing you might be musing? The problem is that guessing can make the receiver feel embarrassed and offended. It is hard enough to pull off when there is a high level of comfort and familiarity between two individuals.
There has been a lot written in sales blogs about the importance of taking the time to build trust and about the necessity for matching the type of communication to your Prospect with the stage or level of “intimacy” of the relationship. My colleague Bill Carney recently addressed this critical issue in a lighthearted way, focusing on email communications. Give it a read—in addition to a good laugh—you’ll learn a lot about this “matching” issue, which will help you to avoid some of Romney’s missteps.
Making the sale—in the marketplace or in politics—needs to be done in a thoughtful, callibrated step-by-step way:
Yes, being curious is an important quality in building the relationship BUT curiosity is not a green light for guessing. There may be a time to play the “guessing game” with your Prospect, but the price of entry to the competition must be earned.
What sales lessons have you learned from observing the 2012 Candidates?
Peggy Kriss, Ph.D. is a clinical psychologist in Newton, Massachusetts and a consultant to VisibleGains. Stay tuned for more psychology informed blogs by Dr. Kriss.
2011 was a great year for VisibleGains. Kicking off 2011 was the big launch of our 2.0 product, which executed on our vision that any B2B marketer could make personalized, interactive, video-based campaigns. Our customers stretched the limits of our product to innovate in ways we never expected. One particularly interesting innovation was how our customers used Video Apps deeper in the sales funnel. Instead of only using them on landing pages, we saw customers using them as prospecting collateral, in Free Trial nurturing, and as interactive proposals.
We focused much of the second half of 2011 on enabling the sales teams to be even more effective in using Video Apps and other content throughout their sales life-cycle. We introduced an Outlook Add-In, developed technology for generating personalized sites to host the content, and introduced tracking, alerting, and reporting features to help salespeople get feedback on what’s working. As a result, we have many more people using VisibleGains every day than we ever have and we’re getting a ton of feature requests around email productivity for salespeople.
There’s no doubt that VisibleGains could leave rich media behind and pivot into a full-fledged sales email productivity company. We have the resources, the customer base, and the early traction to justify it. The problem is that we don’t see email productivity as a sustainable, long-term, business. The quick “fix” that salespeople get from knowing that someone has read their email or clicked on a link is fleeting. They’ll be hooked for a few days or weeks, but then they realize that they have to get back to banging the phones and closing deals. The product quickly turns into a “nice to have” rather than a “must have”.
Don’t get me wrong, the Outlook Add-In has been huge for us. Sales reps don’t use a lot of tools besides their email and phone, so if you don’t integrate with them, they’ll never even try your product. We’ll continue to support and enhance it in 2012. We’re particularly excited by a core group of our users who are embracing selling best practices: doing research on their prospect, writing relevant and personal emails, and using personalized rich media and content to elevate their communication. The Outlook Add-In gives these reps the tools to use content and rich media with the click of a button, effectively helping them to do the right things without a lot of the work.
We strongly believe that it is best to hitch our wagon to the emerging wave of trends rather than propping up a dying trend. We support sales and service pros who live and breathe social, engage in real relationships with their clients, and use email only as a means to an end. They don’t send 250 of the same email template each day and then use tracking tools to see if they got a hit. They believe quality over quantity. They use technology to make their relationships stronger, not to cheapen them.
Our long term vision remains unchanged. In order to compete in the internet-enabled world, marketers, sales, support, and service providers need to step up their game. They need to do the extra work to personalize their communication to connect with their prospects and customers. They need to provide content that educates and better communicates their value proposition. At VisibleGains, we are going to remove every barrier to make this new reality just as easy as sending that same boring email.
Our main product goal for 2012 is to continue to dramatically simplify the process of working with video, rich media, and other content. We’ll introduce a new mobile app, a Gmail plugin, and continue to enhance our Outlook support. my.visiblegains.com will be overhauled with a new design, better content management, and simpler sharing.
We’re excited for 2012 and how our company will evolve and grow. We’re looking forward to the journey.
This is a follow-up to my blog post, Do Not Create Resistant Donkeys! in which I introduced WEAC and STRONG sales tactics (mnemonics coined by me). WEAC tactics can turn your Prospect into a “donkey”, resistant to change, while STRONG tactics help unleash your Prospect’s inner racehorse, galloping across the sales finish line. This is a follow-up to a webinar we delivered.
In a series of blog posts, I explore how salespeople can employ STRONG tactics to put the Prospect in charge of change and feel empowered or strong. In my previous post, Offer encouragement for change if the Prospect decides to take action, I focused on the O in STRONG sales tactics.
Next stop is N:
Why?
The change process can be a vulnerable experience for a Prospect. He or she may be vigilant of being judged negatively—as not being smart, brave, experienced, or capable enough to manage the change process. The DANGER is that your Prospect may avoid change entirely in order to avoid feeling this way. Furthermore, if your prospect feels judged, he or she will not honestly share information and feelings with you—further derailing the process.
How?
Salesperson#1: “Wow, that is a horrible problem! If you don’t know who’s reading your emails, how do you know whom to call first? You must waste a lot of time!”
VS.
Salesperson#2: “When you don’t know who’s reading your emails, how do you organize your day each morning and decide whom to call first?”
There is quite a bit of judgment in #1 such as the use of the “hot” words “horrible” and “waste”. When a Prospect feels judged, he or she may get stirred up and decide to go into shutdown mode. He or she may feel annoyed or embarrassed at being judged or just overwhelmed and hopeless by the gravity of the problem. Once this happens, your Prospect’s main goal is to stop feeling bad—as opposed to being motivated to make a change.
There is curiosity and a supportive stance in #2. The Prospect is more likely to relax and focus on the problem at hand instead of needing to cope (via shutdown mode) with all kinds of negative emotions. Furthermore, he or she is more likely to take the time to explore the problem further and will thereby have more “emotional bandwidth” to be able to listen to possible solutions.
Tips:
Do not be afraid of “negative” talk. If your Prospect is concerned that “it might not be the right time”, go ahead and reflect that back. You may be surprised. When presented in a nonjudgmental way, it may actually mobilize your Prospect toward a deeper consideration of both sides and ultimately mobilize him or her toward change.
Listen to yourself: Are you truly open to hearing everything on your Prospect’s mind?
Peggy Kriss, Ph.D. is a clinical psychologist in Newton, Massachusetts and a consultant to VisibleGains. Stay tuned for more psychology informed blogs by Dr. Kriss.
Selling isn’t easy. In the technology industry, it often requires a lot of effort, time, and resources. Selling isn’t simple, either. Or is it?
This is the question I attempted to answer, while conducting a project investigating selling practices and techniques. I focused on our own product here at VisibleGains, which is, quite appropriately, a tool for salespeople to simplify their sales process. Should reps really risk overcomplicating their pitch in order to give a clear picture of their product for prospects?
Prospects searching for tools to solve problems often make their decisions largely based on first impressions; in fact, a sales director whom I interviewed claimed he could determine a product’s relevance within just 10 seconds.
Most prospects, especially prospects involved in sales, don’t care about your technology’s fancy bells and whistles, minute details, or largely even its price. If it increases their productivity, solves a critical problem they are facing, or generally simplifies their everyday tasks, they will want to buy it.
Since your prospect isn’t converted by listening your sales pitch, anyway, make sure to polish and perfect an excellent value proposition—one that will concisely sum up your product’s best qualities that are relevant to your prospect. Relevancy is key—according to an article published by Forbes this week, a sales pitch should no longer be interpreted in its conventional form of a sales rep throwing information at a prospect, but a two-way conversation. “A good pitch is one where you ask questions, listen to the prospect, and offer them a solution to a problem,” says Wendy Weiss, an author and sales coach.
When I participated in a sales call myself, with the aid of one of our account execs, I realized the true importance of this principle. While selling to two prospects involved in sales, I began to mention our product’s integration with popular marketing automation systems, which was followed by the sound of crickets on the other end of the phone. The sales guys didn’t have the faintest idea about Eloqua tracking codes, but they loved the product’s applicability to their salesforce.com data. Sellers must tailor their pitch to their prospects’ needs, and truly engage in a dialogue, not a monologue.
This may seem like a no-brainer to some, but it’s surprisingly forgotten by many in our industry. As a sales rep, you have to do your homework beforehand and research the company and your target persona within it—if you think outside the box, your product may be able to solve problems they don’t even know they have.
Remember to simplify, personalize, and engage. If you can accomplish these goals and establish a two-way, one-to-one, trusting relationship with your prospect, you’ll be converting opportunities faster than the time it takes to deliver a full-blown sales pitch. Literally.
Abha Gallewale is a digital marketing associate at VisibleGains and an undergraduate economics student at Tufts University.