PROFESSIONAL SALES TRAINING RESOURCES

Client Resources

Here is an alphabetical list of selected resources for increased understanding of how our Executive-Led Curriculum can build your organization’s ability to sell solutions for their power to transform a customers’ business.

The 20-Minute Annual Report Drill

Keywords: Customer Insight

Use these shortcuts to help you quickly find the critical information you need within your customers’ annual reports.

6 Ways to Give Your Account Planning Some Muscle

Keywords: Account Planning

A focus on what sales professionals need to know before building an account plan in order to ensure success following its implementation.

Accessing Executives Without Alienating Lower-Level Contacts

Keywords: Best Practices, Account Management, Strategic Selling

Engagement strategies for not alienating existing, lower-level customer relationships when you’re targeting to meet directly with customer executives.

Building Pipeline Around Regulatory Compliance Challenges

Keywords: Strategic Selling

Odds are some of your customers are seriously struggling to comply with the onslaught of new and expanding regulations. Build your pipeline by showing how you can help reduce your customer's overall total cost of compliance.

A Contrarian Approach to Prospecting

Keywords: Best Practices, Strategic Selling

Prospecting isn't fun. To get past that start by debunking five common myths about executive prospecting and then replace them with this disciplined prospecting action plan.

Converting Executive Access to Value

Keywords: Strategic Selling

When you've finally secured a meeting with a key customer executive you need to have a strategy in place before you walk in the door. Here’s how to establish a relationship with that executive so it leads to his or her sponsorship of your solution.

Corner Office Conversation with BellSouth Business President Fredrick Shaftman

Keywords: Service Provider

BellSouth Business is a division of Atlanta-based communications services giant BellSouth Corporation which is now a part of AT&T.

Corner Office Conversation with Prudential Retirement VP of Finance John T. Fleurant

Keywords: Financial Services

Mr. Fleurant is responsible for all aspects of financial reporting, budgeting, forecasting and financial management information systems. Here he shares his perspective on the essentials of a successful sales call.

Corner Office Conversation with Mark A. Durishan of Medical University of South Carolina

Keywords: Healthcare

Mr. Durishan formerly served as CFO of Extendicare, Inc., one of the largest operators of long-term care facilities in North America and as Senior Vice President of Operations and Finance at Blue Cross and Blue Shield of Minnesota. Executive Conversation spoke with him about trends and opportunities in healthcare today.

Corner Office Conversation with Saga Insurance Company COO Mike Truran

Keywords: Financial Services

Mike Truran, COO of England-based Saga Insurance Company, has spent his career in the insurance and financial services field. Executive Conversation connected with Mike to explore trends and sales opportunities in the insurance industry today.

Corner Office Conversation with Costco CFO Richard A. Galanti

Keywords: Retail

Mr. Galanti joined Kirkland, WA-based Costco shortly after its founding in March 1984 as Vice President of Finance and later became Senior Vice President and Chief Financial Officer. Executive Conversation spoke with him about retail investment trends and the factors that influence capital investment decisions at Costco.

Corner Office Conversation with Flow International CFO Steve Reichenbach

Keywords: Manufacturing

Flow International Corporation (Nasdaq: FLOW) is the world leader in the development and manufacture of ultrahigh-pressure (UHP) waterjet technology and a leading provider of robotics and assembly equipment.

Do Customers See You as a Partner or a Vendor?

Keywords: Strategic Selling

Executives are increasingly demanding relationships that do more than just supply goods and services - they want partners who help drive business performance as if it were their own. Here’s how executives distinguish between a partner and a vendor.

Do Executives See You As Your Own Worst Enemy?

Keywords: Best Practices

It's natural to focus on closing the deal during an executive engagement, however this undercuts your prospects for success. Concentrating on success in advance distracts you from what you want - performance in the present.

Oil and Gas Business Metrics | Professional Sales Training Resources | Executive Conversation

Keywords: Energy

Create differentiation and gain credibility quantifying your solution’s value in this challenging sector using these business metrics.

Financial Services Metrics

Keywords: Financial Services, Service Provider

Create differentiation and gain credibility quantifying your solution’s value in this challenging sector using these business metrics.

Finding the Information Matrix

Keywords: Customer Insight

Use this guide to streamline the process of gaining customer insight.

Gaining Insight into Privately Held Companies

Keywords: Customer Insight

Effectively researching private companies can yield sales teams a sizable advantage against competitive vendors, because many simply assume the information isn't available. Here are three strategies you can leverage to gain insight on your privately held customers.

Helping Customers Translate IT Spend Into Business Value

Keywords: Best Practices

Customers are fixated on metrics that evaluate technology investments internally - such as IT spend as a percent of revenue. Yet most struggle to translate greater technical capabilities into measurable business value. Here’s a few ways you make it easier for them.

How to Present an ROI That's “Too Good to Be True”

Keywords: Strategic Selling, Best Practices

Sometimes you run into a curious dilemma: your solution is perceived by your customer as "too good to be true." Here’s how to assess the reasonableness of your ROI and if it seems too high, how to re-evaluate before presenting it to your customer.

Identifying Metrics Using Proxy Statements

Keywords: Customer Insight

Many companies are required to file proxy statements to give shareholders information to cast informed votes. Proxies are also an ideal source of information to identify the business metrics most meaningful to your customers by understanding how top executive’s compensation packages are determined.

Keep Your Selling Strategy Current – the Easy Way

Keywords: Customer Insight, Best Practices

Any unexpected market shift or change in your account’s business performance may signal a new selling opportunity. Here’s an easy best practice for keeping current on the latest challenges faced by your customer’s executives.

Managing Deals When Multiple Customer Executives Are Involved

Keywords: Strategic Selling

Now that you're selling solutions - not just products - you may have also found this approach has extended your sales cycle. Rather than talking to one executive, you may need to talk to an entire team. Here are tips for keeping your sales efforts on track.

New Opportunities in Evolving Government Markets

Keywords: Public Sector, Strategic Selling, Best Practices

Whether the currency is the euro, the yen or the dollar, anyone selling to government entities today knows money is tight and budgets are strapped. Capitalize on this increasing trend toward public-private partnerships (PPPs) by structuring your proposals around these three critical PPP success factors.

Payback Period: The Ideal Means to Move Deals Forward

Keywords: Financial Acumen, Best Practices

You've had a positive meeting with a customer. They're interested. Now, what's the best next step to move the deal forward? Short answer: Payback, the logical way to secure sponsorship for your solution.

Quick Quiz: 6 Questions to Assess a CIO's Clout

Keywords: Customer Insight

It's not always clear how your customer's internal executive committee views the Chief Information Officer. Here's a simple, six-question test to give an objective perspective on how much clout your customer's CIO actually has.

Recommended Research Resources - Business Customers

Keywords: Customer Insight

Recommended links to free and fee-based resources for obtaining information on your on your business accounts.

Recommended Research Resources – Public Sector (Government) Customers

Keywords: Customer Insight

Recommended links to resources for gaining insight on public sector organization budgets, operational information and reports on service goals.

Retail Business Metrics

Keywords: Retail only, Service Provider

Create differentiation and gain credibility quantifying your solution’s value in this challenging sector using these business metrics.

Review Your Customer’s 10-K in 4 Quick Steps

Keywords: Customer Insight

While usually lengthy documents, Form 10-Ks offer highly useful information about your customers when you know how to quickly navigate to the four areas of information most relevant to your sales efforts.

Role Playing to Prepare for Executive Engagements

Keywords: Best Practices, Strategic Selling

Engaging executive demands preparing to nimbly navigate the twists and turns that can unexpectedly arise. Remember, this is the executive's meeting, not yours. Adding role playing your preparation process will ready you to manage the conversational pitfalls that may take you off message.

Selling Value to a CIO

Keywords: Best Practices, Strategic Selling

How do you effectively sell to Chief Information Officers? What are their drivers? A CIO responsible for multiple business units shares first hand experience on how best to engage your customer CIOs.

Service Provider Business Metrics

Keywords: Service Provider

Create differentiation and gain credibility quantifying your solution’s value in this challenging sector using these business metrics.

Taking Your Manager with You on a Call

Keywords: Best Practices

Having your manager join you on an important call could a good thing; it demonstrates the customer is important. Or, if your boss dominates the meeting with a lecture on your market-leading products, it could derail your efforts. Here’s how to put your boss to work for you.

Using Hindsight to Improve Sales Performance

Keywords: Best Practices

After every executive engagement - successful or not - make it a practice to self-assess, self-coach and improve. Here’s an easy-to-use scorecard to develop your own self-coaching regimen.

Using Hurdle Rates to Win Deals

Keywords: Financial Acumen

Obtaining and leveraging knowledge of your customer's Hurdle Rate can be a very effective strategy to win deals. Here are two techniques you may be able to apply to your own portfolio.

Using Industry-Specific Metrics to Crack the Credibility Code

Keywords: Financial Acumen

While traditional high-level metrics such as ROE (Return on Equity) and ROA (Return on Assets) are always relevant, quantifying your solution’s impact using industry-specific metrics clearly demonstrates you understand the nuances of your customer's business.

Using Management Presentations to Gain Customer Insight

Keywords: Customer Insight

You may not regularly leverage management presentations to gain customer insight, however the increasing transparency of today's corporate landscape has turned these presentations into highly useful sources of timely customer information.

Why Account Plans Fail and How to Fix Them

Keywords: Account Planning

Gut instinct often drives a lot of account planning. Applying sound Executive Focused Selling principles will enable you to build a stronger and more effective strategic account plan.