Want to find out how your organization stacks up with other sales teams using social media and collaboration tools in their sales cycle? We’re participating in a research study conducted by Aberdeen Group and invite you to participate, too. See how your experiences in social selling compare with those of your peers, benchmark your performance and learn how you can achieve Best-in-Class results.

The resulting report from this research will provide us all with a roadmap for leveraging the most effective techniques and products that support internal collaboration, external “listening” and active social media participation in the sales arena. Participate by taking this brief, 10-minute survey: Social Selling: Unleashing the Power of Social Media on B2B Sales Enablement. In appreciation for sharing your time and thoughts, Aberdeen Group will provide complimentary access for you to the full benchmark report as soon as it is published (a $399 value). Individual responses will be kept strictly confidential, and data will only be used in aggregate.

Case in point is an email I received from the President, Barack, with a one-word subject line: “Hey”.  The brief message was an appeal for an end of year online donation. I was a prime target because I supported Barack back in 2008 with a micro-donation. Yes, I know Barack didn’t actually write that email. Still, the extreme casualness of it intrigued me. I asked others what they thought. As it turns out, most actually like the colloquial approach because it grabbed their attention.

It inspired me to run an experiment. I signed up to receive email from the Republican primary candidates. I figured this would be a fun way to collect a group of emails to examine.

As the campaign emails arrived, I filed them into a folder and am only just now looking at them as a group to write this post. I only received emails from Mitt and Rick; I didn’t receive emails from Newt and Ron and I’m still not sure why.

Anyway, scan the email subject lines below and take note of the following:

• simple language
• one to three words max
• mostly lowercase
• written as you might to a friend
• insider references

The email subject lines all strike a very casual tone. However, the message style varies by person. Summed up:

• Barack’s two messages are succinct, text-only, including one or two hyperlinks. One greeting is “Friend” and the other is personalized with my name. Signoffs are simple: “To 2012” and “Thank you”.
• Mitt’s two messages are also brief and both include links to video.  They open with “Friend,” and close expressing thanks.
• Rick’s nine messages are published in patriotic image-laden red-white-and-blue html formats (with the exception of one text-only message). None contain a salutation; otherwise, they resemble letters, complete with his scanned signature in closing.

Stripping away politics, what can we learn to apply to our own communications with prospects and customers?

• Know your target audience
  Wildly different interpretations of business casual attire create wrinkles in corporate dress codes. The same is true for business casual email. Rick’s formal letter message body was likely carefully crafted to resonate with his base. Beware: coming across as too familiar could be as off-putting as wearing flip-flops in some workplaces.
  When in doubt, err on the conservative side of business casual.
• Be personal
  All of the subject lines in my sampling looked like they came from a friend. Subject lines that read more like titles are out of fashion.
  Next time you send a prospecting email, try adopting a more casual, friendly tone.
• Spark curiosity
  “Wheaties”. That subject line is both thought provoking and timely for Rick’s constituents who recognize its reference to a positive comment made by a CNN consultant after a debate.
  Be relevant by relating your email messages to current events in your prospects’ and customers’ worlds.
• Connect emotionally
  Video is a very effective way to connect emotionally, as Mitt’s communications team knows. Video need not be over-produced. In fact, we are huge proponents of more ad hoc and authentic business casual video—a term first coined by Cliff (Pollan), VisibleGains CEO and written about by David (Meerman Scott) in the latest edition of his book, The New Rules of Marketing & PR. 
  Follow up your next meeting with an impromptu video message and include meeting notes and other supporting documentation. It’s easy. Got an iphone? Download our free app from the itunes store.

Take note of the business casual emails landing in your Inbox. Experiment with your tone, word choice and video to connect more personally with prospects and customers.

There is a lot of talk about content in marketing and sales these days. A company no longer has just brochures, datasheets or a company website; it has a pool of content about the products and services it markets. The company makes strategic and tactical decisions about how to most effectively communicate that content to potential customers, whether by blog, tweet, email, brochure, slide deck, webinar, datasheet, phone call or other means.

What does “content” mean for your customer?

When asked to define “content”, salespeople tend to have a very parochial point of view, believing that content is solely the information developed by their company, about their own products and services, that they can supply to their prospects.

Unfortunately that narrow perspective creates a mismatch with the information needs of their prospects. The problem for a sales person is that their potential customers have a much broader definition of and requirement for content. To the prospect and customer “content” is the sum total of the data and information they need to make a fully informed purchase decision in the least time possible.

In their buying cycle, prospects are looking to gather not only the specifics about particular products and services but also information and data that will help create the overall context for the decision they have to make. For instance, an informed buyer may need to know where technology is evolving in your product segment, not only for you but also your competition. They may need to know what their competitors have done or are doing with similar products. They may need to have an understanding of what products will be coming to market in the near future that could impact their competitive position if adopted by a competitor first.

Think Globally, Act Locally

In the early days of the environmental movement, grassroots activists encouraged their followers to ‘Think Globally, Act Locally.’ In other words, you needed to consider the implications for the global welfare of the earth in the actions you took locally in your day-to-day life.

Similarly, salespeople need to think more globally about the content they provide to prospects and the positive impact it can have on their local decision-making. It is no longer enough for your sales team to be a conduit for proprietary content only.

A salesperson can create real value for the customer by taking a broader view of the customer’s need for information and identifying and providing the 3rd party content that assists the customer to make a more informed purchase decision in less time.

3 Easy Steps to Becoming an Effective Content Provider

1. The salesperson needs to thoroughly map out the entire set of information the customer will need to A) make an informed purchase decision and B) make the decision to purchase your product. A and B are not the same data. Unless a salesperson is new to the company they should have the customer and product knowledge to complete this on their own.
2. The salesperson defines a list of the 3^rd party content they could provide that would create value for the customer. The goal is to make the customer smarter, in a global sense, about their problem, their requirements and the value of the solution that you can provide. Yes, the customers could go online and find this information for themself. But, envision the credibility and trust you will build with the customer if you proactively provide it.
3. The salesperson goes online and finds the information they need. Here are a few quick ideas about finding relevant content that would be valued by your prospect:
• Set up Google Alerts for keywords associated with the prospect’s industry as well as for your products/services. Check these daily for content that will provide value to the prospect.
• Subscribe to key blogs in the prospect’s market space. Provide links to postings from bloggers in their industry that discuss the problems solved and benefits received from solutions like yours.
• Find 3^rd party industry or academic research on your product category. Even if all you can find online is the abstract from a research report, you can usually learn enough information from that to understand what its conclusions are. If you were working on a big enough deal then perhaps it would be worth buying the report for the customer.
• Search YouTube (www.youtube.com ) for videos that address the installation or implementation concerns the prospect might have for a solution like yours.
• Check resources like SlideShare (www.slideshare.com ) for presentations that address areas of interest to the prospect.
• Search online for industry conferences in their space and look for interesting presentations that are relevant to the prospect’s buying cycle. Find a link to the conference proceedings. If not, email the presenters and ask for a copy of his or her slides.
• Use a tool like VisibleGains for Sales to provide the 3^rd party content to the customer in Zero-Time. Track which content the prospect looked at so that you can focus your follow-ups on the topics that matter most to the prospect.

Being an effective content provider requires an investment of time and thought on the part of the salesperson. This investment is usually the difference between a successful salesperson and one who is always playing catch-up with his or her quota.

Please be sure to join me on Feb 9 at 1pm EST for a webinar presented by VisibleGains: The First Seller with the Answers Wins! 4 Essential Elements of Effective Sales Lead Follow-up. I’ll be speaking about the steps every company should take to maximize their returns on the sales leads they generate. Click here to register for the webinar. Everyone who registers for the webinar and completes a free online assessment on my website will receive a free copy of my award-winning book, Zero-Time Selling.

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:

• Be supportive
• Be empathic
• Build trust
• Make it personal
• Listen
• Do not judge
• Identify goals, aspirations and fears

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:

• tools to overcome pessimistic feelings and barriers to entry;
• the drive to aspire for better things;
• cheerleaders to support them, to feel that they are not alone; and
• they need you to take the time to get close and personal with them.

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.

Reversal of opinion

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.)

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:

• A personal video introduction with an animated overview; and
• A set of actions the prospect could choose to do such as:
• watching a product demonstration,
• learning more from information presented on the TimeTrade website and
• booking a meeting.

Results

• One email sent to one person who shared it with 10 different people generated 14 views

• 10 Days later, TimeTrade had a booked meeting

• 90 Days later, TimeTrade had a signed deal

“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.

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:

• Support the change process by asking questions, listening and reflecting
• Trust the Prospect’s perspective on the pros/cons of change, and the risks/benefits of the solutions available
• Respect how difficult the change process can be
• Offer encouragement for change if the Prospect decides to take action
• No judgment—allow all issues to be on the table
• Guide, but do not drive the process—motivation for change needs to come from within your Prospect 

Why?

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?

• Be curious. You can best guide if you are truly open to learning from your Prospect.
• Follow the 20/80 rule:  talk 20% of the time and listen the other 80%.
• Engage in a dialogue, not a monologue.
• Be careful not to come across as manipulative. Your agenda needs to be about helping your Prospect make the best decision-not about closing the sale at all costs.
• Heed our marketing intern’s advice in her terrific post: base your sales “story” on your Prospect’s specific needs—not your “bells and whistles”—or risk “the sound of crickets on the other end of the phone.”
• Reflect back your Prospect’s own words whenever possible. Sales writer Art Sobczak explains: “If you ask about a difficulty or challenge they have, and then address that in your recommendation using their exact language, they won’t object to their own words.”

TIPS

• Do not be afraid to share your ideas with your Prospect. Your perspectives are a critical part of the conversation, as long as they are presented with respect and curiosity and after—NOT BEFORE—you have  listened to your Prospect.
• Remember to listen for the “confidence” message too. If your Prospect has concerns about her or his or ability to make change happen, then take the time to offer encouragement. I address this issue in detail in my earlier blog in this series.

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.

Image source: National Archives of Australia

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?

1. Change is hard. Here was the National Retail Federation, an organization dedicated to helping retailers grow their businesses, operating in an old model. Not much thought had been given to their “customer experience”. The innovation of bar codes wasn’t fully embraced. Why not use self check-in? So many vendors on the floor were selling Kiosk check-in solutions! And, why not use customer registration data for streamlining check-ins? Simply knowing how many registrations were processed on Day 1 could improve check-in logistics on Day 2.
2. Change requires vision. The goal of leaders is to set a vision and enable the organization to carry it out. Here was a perfect opportunity for leaders of the National Retail Federation to partner with vendors to showcase how all the technology inside the exhibition hall could be applied outside to improve the attendee experience. However, my hunch is the conference was run much as it had been the year before.

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 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”:

• Engage in a dialogue not a monologue.
• Really Listen
• Be Curious
• Build Trust

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:

• Allowing lots of opportunities to understand the concerns and hopes of your “Prospect”; and
• Listening instead of assuming and having your conversation content and style attuned to the level of intimacy you have at any given time with your Prospect.

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.