3. Explain personas to the sales team
Engage with sales using personas
Use personas in negotiation
4. In the beginning
We had always gone to negotiate business with our customers
or prospects a bit like “ok – what do they want?”
We were too company segment focused
People do business, not companies
5. Receive a RFP* and it goes straight to
the product team…
when it comes back it’s a complete mess in terms of it
being a sales document…
“ooh can you make this pretty and with lots of marketing
messages”
Love hate relationship
*Request for proposal
How can we apply a more human touch?
6. You cheat…in a sneaky way
How do you convince your sales team to use
personas?
8. Building personas from key buyers,
stakeholders, key relationships or
members of the DMU
Better understand customer needs
and challenges
Build a tighter relationship that creates trust and understanding
and a long term partnership
9. 1. Name & Job Title:
2. Self description:
3. Demographics:
4. Background:
5. Skills:
6. Reports to:
7. Career path:
8. Responsibilities:
9. Goals:
10.Challenges:
11.Learning:
12.Personal relationship:
Persona makeup
10. Personas and Account Based Marketing
Building personas is a great way to make them valuable in aligning
goals with sales.
Understanding together on the way to
communicate properly and accurately
Try them out with each other
11. Break it down into manageable pieces that are driving the request
Providing value
Customer Case study
Discover why are they actively searching to buy
something to change what they do today?
Get in early and understand the business
requirements
12. Building a value proposition
Understanding the person’s (DMU) needs, coupled with
company goals / challenges
Interviewed our points of contact and then enhanced the
findings with website / LinkedIn data
Simple template to put us all on the same page
14. 14
Methodology example
_ Organise a “review”
• x days/hours questions and answers
• x days/hours results of review
_ Provide and present value data
• Hypothetical approach
• Use segmentation and personas
_ Active listening to today’s business
• Start with yesterday, then today then tomorrow
• No talk of solutions
• Pure business reasoning
_ Identify opportunities
• Use models to validate and discuss
• Repeat customers wishes
_ Present results and proposal
• Outside looking in
• Ask customer to agree
_ Plan follow up meeting
Manipulation
_ Where there is no need for the
customer to buy
Motivation
_ Where there is a need for the product
or service
_ Selling value to that specific customer
15. Putting it all together
Consultative selling approach, match the needs, listen 80%
Work with sales and bid team on what to say
Empathy goes a long way
1. Identify DMU, 2. Define DMU Personas, 3. One Pager, 4. Messages, 5. Delivery
16. Persona understanding brings success
Better alignment & teamwork, understanding of the customer, and
therefore a better human matching offer
And a better result…for all
People do business, not companies
Try this at home…practice with people you know or thought you know