(chill hip hop music) - Sales processes.
Everyone's favorite process other
than maybe the Krebs Cycle (zapping)
and mitosis, (bubbling)
although those ones are pretty high up there.
(whooshing) "If you can't describe
what you're doing as a process,
then you don't know what you're doing."
That timeless quote
by management innovator W. Edwards Deming,
has driven more than 50 years of innovation.
And when it comes to deploying a sales process
to help your team succeed,
even the newest methods are built
on the shoulders of giants.
Boop. Boop.
Woo. Imagine that I'm way bigger than I actually am.
Those are the kinds of shoulders that I'm talking about.
You know what I'm saying?
Real OG influencers like Dale Carnegie, Zig Ziglar,
and David Ogilvy.
Another one of those pioneers is David H Sandler,
who founded the Sandler Sales Process way back in 1967.
What's up? It's Jamal from HubSpot.
And in this video,
I'm gonna show you how HubSpot teamed up
with the world-renowned Sandler training
to update the classic sales process
for the modern age of remote everything.
And, we created an online course in hybrid selling
that you can take for free over at HubSpot Academy.
You already know where the link is. It's in the description.
Be sure to subscribe
to this channel (mouse clicking)
and ding that
notification bell. (electronic bell dings)
Sales are the lifeblood of any business,
No sales?
You know, then you're probably not gonna have any business.
You know what I'm saying?
But sales alone, aren't always enough.
You need reliable revenue that you can count on,
so you can plan for your next quarter
or your next year or your next product release.
You're remember playing like the Legend of Zelda,
like a video game,
and you're about to die, (sad game melody plays)
but you find some hearts or a potion,
and that revives you, (uplifting game melody plays)
keeps you going for a little bit?
That's sales.
Now, imagine playing that same game,
with a map that tells you
how to get to the hearts or the potions.
That map is your sales process
and keep finding those hearts
until you get to the final boss, then it's, you know,
one parry here, a slash there,
boom, everybody's getting a holiday bonus
because your sales are going through the roof.
It's a very mixed metaphor,
but I'm sure you guys understand what I'm saying.
But a sales process can give you
more than just reliable revenue.
It also lets you scale up your sales efficiently
by giving new team members the tools they need
to start putting points on the board almost immediately.
And your sales process isn't just something you set
and forget.
A well-managed sales process should be constantly updated
with new insights derived
from your team's experience in the field.
This way, a lesson learned by one member
of your team can benefit the whole team
because when I'm eating,
the whole team eatin', you know what I'm saying?
Num num num num num num num.
This is important, because 6 in 10 salespeople say
that they don't change their approach,
once they figure out what works
and what doesn't.
Having a sales process that evolves over time,
encourages your team to evolve, like Pokemon.
And the ability to change is essential
in today's selling landscape.
So, I think you get why experts have been trying
to unlock the perfect sales process for more than a century.
Sales also used to involve a lot of traveling,
sometimes to a prospect's office across town,
or sometimes across the country.
All of this was falling out of favor,
even before the pandemic sent workers home.
What's needed today is a hybrid sales process.
That's why HubSpot partnered with Sandler Training
to create a new free course
at HubSpot Academy called "Selling in a Hybrid World."
You can click the link in the description to check it out.
To learn more, we spoke to Mike Montague,
Director of Community Engagement at Sandler Training.
Mike's sales education began
when he was still in high school,
thanks to his father, a Sandler Trainer.
Today, he's a certified trainer himself
and hosts many of the company's podcasts
and videos.
- Over the last few years, travel restrictions,
travel expenses
and distributed workforces have made it very important
to be able to sell in a hybrid environment
where you can't get face-to-face,
or, only some of the people can be face-to-face,
and you need to include remote teams
and buyers as well.
- Obviously there are a lot of advantages to remote selling,
like doing it with your PJ pants on,
but this new hybrid environment affects every step
of the sales process, from prospecting to closing.
So before we go any further,
we should break down each step of the sales process.
It can change a little, depending on which system you use,
but it goes something like, one, prospecting.
This is where you go out
and find potential leads to pitch.
When you use the inbound marketing method,
the whole idea is that leads come to you,
but most businesses still use some method
of proactive prospecting to generate leads.
Even before work from home became the norm,
most prospecting happened remotely through calls or emails.
Some marketing qualified leads came from conferences
and trade shows,
but online conferences have done a pretty good job
at creating digital connections.
You can just slide right into those DMs,
and as I've said before, mine are open.
Please hit me up.
The next step in the sales process is discovery.
This can be subdivided into activities
like lead qualification
and company research, but what the stage ultimately means is
engaging with the buyer, not to sell them,
but to understand their needs
and learn how decisions get made.
That way, when it is time to pitch,
you know you're pitching the right solution
to the right people in an organization.
Traditionally, the discovery process
would usually take place over a series of calls,
but in a hybrid world, it's really up to all parties
to decide the best method to communicate.
- Buyer might prefer direct messages over social media,
or you might have a Slack channel open with them,
or you might have a video chat with some people live
and other people remote.
There's a lot of advantages to that,
but there can also be a lot of distractions.
- Using the Sandler Method,
the discovery phase involves an upfront contract,
which is basically an agreement between the buyer
and the seller setting the terms
that guide the sales process all the way to closing.
This was Sandler's big innovation
and it's even more relevant today.
- We want to agree up front
about what will happen through the rest
of the sales process.
So that means, getting equal business stature
with your buyers
and understanding that you have the right
to ask some questions too,
and that you're gonna need some information
in order to do an accurate presentation or proposal later.
So you're gonna wanna ask questions
about their budget, about their needs,
about their decision making process.
And if we understand these things
before we do our presentation or proposal,
we'll get more accurate information
and we'll make sure that everything is aligned
and as efficient as possible as we move forward from here.
- So, now you've done all your homework,
which I wish I could say.
You know what the buyer is looking for
and you've determined the best way to give it to them.
Now it's time to pitch the buyer on the solution,
but in a hybrid environment,
it's almost impossible to get everyone in one room.
So instead of just showing up with some slides
and bagels
and your good stuffed animal friend, s'up dude?
There's a little extra planning that needs to be done
to make sure remote attendees
can still feel the full impact of your pitch.
- When doing hybrid presentations,
there's a few things that are a little bit different
than what you would normally do
in a live selling environment.
Can you share a collaborative document?
Are you gonna record, or can you share your screen?
Can you get other people engaged by using polls or chats
or any type of interactive quiz?
Anything that builds buyer engagement,
so that they're not checking their email
or tuning out in this hybrid environment.
- Of course, the whole idea
of pitching can still sound like a hard sell.
That's why Sandler calls this step fulfillment.
- Salespeople have a tendency
to either be too aggressive
and they try too hard on the close,
then they have to overcome stalls
and objections
and almost have an adversarial relationship with buyers,
but, if you can work with your buyers
in a collaborative process like this sales process
we've been describing,
you should have co-created the solution
and the hardest close you'll ever need to use is
what would you like to do next?
- No matter what you call it,
if this stage of the sales process is successful,
you'll soon have more revenue in the bank,
a couple more hearts before you fight Ganondorf
at the end of Legend of Zelda, (clicks tongue)
but, we're not quite at the end of the hybrid sales process.
Nurturing your client, checking in, upselling,
are all part of the ongoing relationship.
So is getting referrals,
which can mean many different things
in the hybrid environment.
- You can also use social media tools,
to encourage LinkedIn
and introductions, or get ratings
and reviews that can help your business going forward.
- This leads us back to prospecting
and the whole sales process begins again.
If you're ready to learn more
about the hybrid sales process,
don't forget to click that link
to the HubSpot Academy course
we just released with Sandler Training,
but before you do, be sure to give this video a like,
and subscribe to the HubSpot YouTube channel
for more sales lessons coming very soon.
Now, if you'll excuse me, Sandler
and I are gonna go pitch Adam Sandler on some Sandler stuff.
Not really sure what yet,
but I'm hoping that the whole name thing works out
in our favor.
I'll see you next time.
I'm just putting in words that aren't there,
just making things up, frankly.
(mumbling)