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Why You Should Let Your
Buyer Design Your Sales
Organization
Craig Rosenberg
blog.topohq.com
@funnelholic
TOPO
“The best sales leaders understand
that they have to have the right
people, the right behaviors, the right
technology, the right coaching and
infrastructure to be able to sell how
their customers want to buy”
Dave Stein
TOPO
“Sophisticated customers are not
interested in traditional sales
models. They demand faster, more
seamless, and even enjoyable sales
experiences.”
Homayoun Hatami, McKinsey
TOPO
Sales Leaders who adopt a buyer-centric
sales philosophy are thriving:
• Exceed their revenue goals: 150% of
quota
• Job security: 3-4 year job cycles
Sales Benchmark Index
TOPO
“Companies that provide great
buying experiences grow >2X
faster than companies that provide
average experiences”
TOPO
TOPO
Understand the Buyer and the Buying
Process
Image by wilgengebroed
TOPO
Truly understand the buyer
© 2013 TOPO
Buyer Demographics
1. Who are you personally (married, children, etc)?
2. What’s your background and career path?
3. How long have you been at your current job?
4. What industry is your company in?
5. How many employees does your company have?
Buyer Role
6. What is your role in the organization?
7. What is your title?
8. What are your responsibilities?
9. What skills do you possess?
10. Who are you accountable to?
11. What does your team look like?
Buyer Psychology
12. What are you most excited about at work?
13. What are your main opportunities (biggest)?
14. What are your main challenges (biggest)?
15. Do you like to make things happen?
16. What motivates you to make something happen?
17. What defines success in your role?
18. Are you optimistic or pessimistic about work?
Day in the Life
19. What does a typical day look like?
20. How would you describe your work environment?
21. What obstacles do you commonly encounter?
22. Who do you interact with the most?
23. What’s your preferred mode of communication?
24. What tools do you use at work?
25. How do you gather information to make decisions?
Purchasing Decisions
26. How would you describe the way you buy products?
27. What are the major phases of a purchasing process?
28. What’s an example of a purchase you recently made?
29. Who is responsible for purchasing decisions?
30. Who influences purchasing decisions?
31. What causes you to begin a purchasing process?
32. What criteria do you use to evaluate products?
33. What causes you to purchase a product?
34. What causes you to purchase one product over another?
35. Is product, price, or service more important?
36. How long does it take to make a purchase?
37. What information is valuable to you during a purchase?
38. How do you prefer to consume that information?
39. How do you prefer to interact with vendors?
40. How can vendors help you the most?
TOPO
Demographics
Gemma Hodge, Office Manager
25 year old millennial
Works at 30 person CAD engineering firm
Likes her job and the CEO, but it’s only a job
Buyer Role
Does a lot of different things at the office
Primary role as office administrator
Also acts as CEO’s admin
Spends time on accounting and HR stuff as well
Helps CEO with special, tactical projects
Has experience buying mission critical technology
Psychology
Really likes her job
But it’s not what defines her – she has a life
Still takes immense pride in her work
Wants to do the best she can within work hours
Feels like the CEO really depends on her
Values personal support she provides to him
Day in the Life
Office admin activities take up a lot of time
Also spends time on bookkeeping and HR
Can get buried with accounting some times
Is on call to support CEO whenever required
When assigned a project, spends a lot of time on it
Takes work hours very literally
Does not take work home with her
Purchasing
Is not the ultimate decision-maker
Plays support role to CEO/management
She does have strong influence over decision
Triggered by service outage, big bill, K expiration
Question 1 – is service reliable?
Question 2 – how big will the bill be?
Question 3 – how long will it take to get going?
Gathers facts and presents to CEO
Comparison shopping is important to her
Needs simple service level guarantee
Needs to present workable economics to CEO
Needs process to be straightforward and easy
Values straightforward, responsive salespeople
Small Business
Office Manager
TOPO
Awareness Consideration Purchase
Phase Identification Requirements Comparison Shortlist Negotiate Purchase
Objective Identify problem
or opportunity
requiring
attention
Understand
requirements and
business case
Find products that
can meet
requirements
Shortlist products
that meet
requirements
Negotiate best
terms for product,
price, and support
Purchase product
and quickly move
to rollout
Key Activities Managing
business
Event or trigger
occurs
Problem or
opportunity ID
Decide to pursue
issue
Identify stake-
holders
Gather
requirements
Formalize
requirements
Develop business
case
Understand
solution universe
Evaluate universe
of products
Focus on product,
price, support
Refine
requirements
Develop shortlist
of options
Conduct detailed
evaluation
Deep dive on
product, price,
support
Develop initial
recommendation
Make final
recommendation
Create deal
“strawman”
Negotiate key
terms
Submit for
internal approval
Make final
purchase decision
Execute signed
agreement
Move to rollout/
implementation
Information
Consumed
General
information
Market
Information
Stakeholder input
Analyst research
Whitepapers
Peer input
Product sheets
Videos
Demo
Demo
Trial
References
Business case
Contract
Contract
Rollout plan
Communication
Used
Internal
collaboration
Internet
Internal
collaboration
Internet
Email
Internet
Phone
Phone
Email
Internet
Phone
Email
Phone
Email
Move to Next
Phase When…
Problem/ opp
identifed
Final
requirements and
business case
Shortlist
completed
Comparison
completed
Material terms
negotiated
Agreement
executed
Map the Buying Process
TOPO
“Evaluate and assess how the selling process overlaps
with the buying process. If an organization finds that
60 percent of the sales process maps to the buying
process, then the other 40 percent is a gap that
needs to be addressed.”
Dave Stein
Photo by Brendan Lynch TOPO
Phases of the Inside Sales Process
Buying Stages
Problem
Identification
Understand
Requirements
Compare
Vendors
Shortlist
Vendors
Negotiation
Purchase
Decision
Sales Stage Approach
Qualify, Agree
on Need, Sell
XO
Presentation Refine Negotiation Close
Description
Approach
buyer with
goal of setting
meeting
Gather
requirements;
agree on
solution
Present first
proposal; set
next meeting
Present final
solution based
on feedback
Negotiate key
terms; enter
order
Executed SOA
and paperwork
received
Factor 1% 10% 25% 50% 75% 90%
TOPO
Buyer-Centric Sales Plays
TOPO
Awareness
Issue/Question Why do I need this product?
Messaging
Soundbyte(s)
“Buyers prefer to consume content then
listen to a sales person”
“Legacy selling approaches are not as
effective today?
Sales Play Focus on the problem
Understand current environment
Deliver “Changing Buyer” preso
Send Ultimate Guide to Content Selling
Content The Changing Buyer (Preso)
The Ultimate Guide to Content Selling
(Preso)
Process Next Step -Identify persona in CRM for nurturing
-Set Follow
Prospect advances
when
They identify there is a problem
Build Plays for Each Buying Step
TOPO
Design buyer-responsive plays
Buyer
Stage
Buyer
Activity
Status Quo
Understand
Requirements/
Options
Engage Vendor(s)
Identify
Problem/Opportu
nity
Make
Decision/Purchase
1personsupportorg
UsingGmail/GoogleDocs
Workloadgrowingfast
Numberofticketsgrowing
2peoplenowworkingsupport
Newemployeenotself-sufficient
Twopersonworkflowisissue
Newemployeeneedstosolve
CollectsbasicinfousingGoogle
Talkstopeers–valuesthis
Corefeaturesidentified
Gatherspricingdata
Focusesoneaseofuse
Developsvendorshortlist
Createsvendorevaluationplan
Visitsleadingvendor’ssite
Signsupfortrial
Justneedsittowork
Startsusingtrial
Noothertrials
Takescall/emailfromsales
Abletosatisfycoreusecase
Takes2ndcallfromsales
Buyerdecidestopurchase
Enterscreditcardinfo
Buyerbecomescustomer
Play Provide primary contact with champion content that allows contact to
guide, influence, and dictate internal meeting
1 27
Internalmeetingon
finaldecision
Details Champion content is a toolkit that provides buyers with short preso, talking
points, and due diligence checklist to show all work that’s been done as
part of eval
Why CEO will make final decision, but has not been engaged thus far – need to
arm primary contact with tools to get CEO over finish line
Owner Marketing owns creation of content; inside sales owns delivery/training
Champion
Content Play
© 2013 TOPO
TOPO
Buyer-Centric Messaging Design
Photo by Todd Hansen
TOPO
Messaging Design
Industry/
Persona
Challenges Solution Benefits Company
Persona #1
Persona #2
Persona #3
Persona Based Messaging
TOPO
Content Design
Image by 10ch TOPO
"In the future, a great piece of content will out-sell
the average sales rep.”
Greg Alexander, Sales Benchmark Index
Image by TexasEagle TOPO
Sales Stage Approach
Qualify, Agree
on Need,
Presentation Refine Negotiation Close
Buying
Stage
Problem
Identification
Understand
Requirements
Compare
Vendors
Shortlist
Vendors
Negotiation
Purchase
Decision
Persona #1 • Changing
Buyer
• Content
Selling 101
Persona #2 • Executive’s
guide to
Content
Selling
• 10 Habits of
Top Sales
Leaders
Content mapping happens here
Content and Sales Process Mapping
TOPO
Organizational Design
Image by Marcel Douwe Dekker TOPO
“The key for sales leaders is to look
at the buyer variables that will
impact their ability to be successful.
How do their buyers want to buy?
Do their buyers utilize online
resources to educate themselves?
Do their buyers feel comfortable
communicating over phone or
email? Can their buyers be educated
over phone or online?”
Trish Bertuzzi, The Bridge Group Inc
TOPO
Hiring Design
Image by Justin Cormack TOPO
“We…literally need to
convince prospects to turn
their sales and marketing
process on its head. To do so…
Sales reps need to be
sophisticated enough…[Based
on this criteria} we started off
by writing down a set of
attributes that we thought
would be important, and used
these during interviews to
evaluate candidate”
TOPO
The Hiring Profile/Scorecard
TOPO
Technology
TOPO
TOPO
The Social Selling Question
TOPO
Questions?
TOPO
© 2013 TOPO
blog.topohq.com
@funnelholic
We design and deliver remarkable buying experiences

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Why You Should Let Your Buyer Design Your Sales Process

  • 1. Why You Should Let Your Buyer Design Your Sales Organization Craig Rosenberg blog.topohq.com @funnelholic TOPO
  • 2. “The best sales leaders understand that they have to have the right people, the right behaviors, the right technology, the right coaching and infrastructure to be able to sell how their customers want to buy” Dave Stein TOPO
  • 3. “Sophisticated customers are not interested in traditional sales models. They demand faster, more seamless, and even enjoyable sales experiences.” Homayoun Hatami, McKinsey TOPO
  • 4. Sales Leaders who adopt a buyer-centric sales philosophy are thriving: • Exceed their revenue goals: 150% of quota • Job security: 3-4 year job cycles Sales Benchmark Index TOPO
  • 5. “Companies that provide great buying experiences grow >2X faster than companies that provide average experiences” TOPO TOPO
  • 6. Understand the Buyer and the Buying Process Image by wilgengebroed TOPO
  • 7. Truly understand the buyer © 2013 TOPO Buyer Demographics 1. Who are you personally (married, children, etc)? 2. What’s your background and career path? 3. How long have you been at your current job? 4. What industry is your company in? 5. How many employees does your company have? Buyer Role 6. What is your role in the organization? 7. What is your title? 8. What are your responsibilities? 9. What skills do you possess? 10. Who are you accountable to? 11. What does your team look like? Buyer Psychology 12. What are you most excited about at work? 13. What are your main opportunities (biggest)? 14. What are your main challenges (biggest)? 15. Do you like to make things happen? 16. What motivates you to make something happen? 17. What defines success in your role? 18. Are you optimistic or pessimistic about work? Day in the Life 19. What does a typical day look like? 20. How would you describe your work environment? 21. What obstacles do you commonly encounter? 22. Who do you interact with the most? 23. What’s your preferred mode of communication? 24. What tools do you use at work? 25. How do you gather information to make decisions? Purchasing Decisions 26. How would you describe the way you buy products? 27. What are the major phases of a purchasing process? 28. What’s an example of a purchase you recently made? 29. Who is responsible for purchasing decisions? 30. Who influences purchasing decisions? 31. What causes you to begin a purchasing process? 32. What criteria do you use to evaluate products? 33. What causes you to purchase a product? 34. What causes you to purchase one product over another? 35. Is product, price, or service more important? 36. How long does it take to make a purchase? 37. What information is valuable to you during a purchase? 38. How do you prefer to consume that information? 39. How do you prefer to interact with vendors? 40. How can vendors help you the most? TOPO
  • 8. Demographics Gemma Hodge, Office Manager 25 year old millennial Works at 30 person CAD engineering firm Likes her job and the CEO, but it’s only a job Buyer Role Does a lot of different things at the office Primary role as office administrator Also acts as CEO’s admin Spends time on accounting and HR stuff as well Helps CEO with special, tactical projects Has experience buying mission critical technology Psychology Really likes her job But it’s not what defines her – she has a life Still takes immense pride in her work Wants to do the best she can within work hours Feels like the CEO really depends on her Values personal support she provides to him Day in the Life Office admin activities take up a lot of time Also spends time on bookkeeping and HR Can get buried with accounting some times Is on call to support CEO whenever required When assigned a project, spends a lot of time on it Takes work hours very literally Does not take work home with her Purchasing Is not the ultimate decision-maker Plays support role to CEO/management She does have strong influence over decision Triggered by service outage, big bill, K expiration Question 1 – is service reliable? Question 2 – how big will the bill be? Question 3 – how long will it take to get going? Gathers facts and presents to CEO Comparison shopping is important to her Needs simple service level guarantee Needs to present workable economics to CEO Needs process to be straightforward and easy Values straightforward, responsive salespeople Small Business Office Manager TOPO
  • 9. Awareness Consideration Purchase Phase Identification Requirements Comparison Shortlist Negotiate Purchase Objective Identify problem or opportunity requiring attention Understand requirements and business case Find products that can meet requirements Shortlist products that meet requirements Negotiate best terms for product, price, and support Purchase product and quickly move to rollout Key Activities Managing business Event or trigger occurs Problem or opportunity ID Decide to pursue issue Identify stake- holders Gather requirements Formalize requirements Develop business case Understand solution universe Evaluate universe of products Focus on product, price, support Refine requirements Develop shortlist of options Conduct detailed evaluation Deep dive on product, price, support Develop initial recommendation Make final recommendation Create deal “strawman” Negotiate key terms Submit for internal approval Make final purchase decision Execute signed agreement Move to rollout/ implementation Information Consumed General information Market Information Stakeholder input Analyst research Whitepapers Peer input Product sheets Videos Demo Demo Trial References Business case Contract Contract Rollout plan Communication Used Internal collaboration Internet Internal collaboration Internet Email Internet Phone Phone Email Internet Phone Email Phone Email Move to Next Phase When… Problem/ opp identifed Final requirements and business case Shortlist completed Comparison completed Material terms negotiated Agreement executed Map the Buying Process TOPO
  • 10. “Evaluate and assess how the selling process overlaps with the buying process. If an organization finds that 60 percent of the sales process maps to the buying process, then the other 40 percent is a gap that needs to be addressed.” Dave Stein Photo by Brendan Lynch TOPO
  • 11. Phases of the Inside Sales Process Buying Stages Problem Identification Understand Requirements Compare Vendors Shortlist Vendors Negotiation Purchase Decision Sales Stage Approach Qualify, Agree on Need, Sell XO Presentation Refine Negotiation Close Description Approach buyer with goal of setting meeting Gather requirements; agree on solution Present first proposal; set next meeting Present final solution based on feedback Negotiate key terms; enter order Executed SOA and paperwork received Factor 1% 10% 25% 50% 75% 90% TOPO
  • 13. Awareness Issue/Question Why do I need this product? Messaging Soundbyte(s) “Buyers prefer to consume content then listen to a sales person” “Legacy selling approaches are not as effective today? Sales Play Focus on the problem Understand current environment Deliver “Changing Buyer” preso Send Ultimate Guide to Content Selling Content The Changing Buyer (Preso) The Ultimate Guide to Content Selling (Preso) Process Next Step -Identify persona in CRM for nurturing -Set Follow Prospect advances when They identify there is a problem Build Plays for Each Buying Step TOPO
  • 14. Design buyer-responsive plays Buyer Stage Buyer Activity Status Quo Understand Requirements/ Options Engage Vendor(s) Identify Problem/Opportu nity Make Decision/Purchase 1personsupportorg UsingGmail/GoogleDocs Workloadgrowingfast Numberofticketsgrowing 2peoplenowworkingsupport Newemployeenotself-sufficient Twopersonworkflowisissue Newemployeeneedstosolve CollectsbasicinfousingGoogle Talkstopeers–valuesthis Corefeaturesidentified Gatherspricingdata Focusesoneaseofuse Developsvendorshortlist Createsvendorevaluationplan Visitsleadingvendor’ssite Signsupfortrial Justneedsittowork Startsusingtrial Noothertrials Takescall/emailfromsales Abletosatisfycoreusecase Takes2ndcallfromsales Buyerdecidestopurchase Enterscreditcardinfo Buyerbecomescustomer Play Provide primary contact with champion content that allows contact to guide, influence, and dictate internal meeting 1 27 Internalmeetingon finaldecision Details Champion content is a toolkit that provides buyers with short preso, talking points, and due diligence checklist to show all work that’s been done as part of eval Why CEO will make final decision, but has not been engaged thus far – need to arm primary contact with tools to get CEO over finish line Owner Marketing owns creation of content; inside sales owns delivery/training Champion Content Play © 2013 TOPO TOPO
  • 16. Messaging Design Industry/ Persona Challenges Solution Benefits Company Persona #1 Persona #2 Persona #3 Persona Based Messaging TOPO
  • 18. "In the future, a great piece of content will out-sell the average sales rep.” Greg Alexander, Sales Benchmark Index Image by TexasEagle TOPO
  • 19. Sales Stage Approach Qualify, Agree on Need, Presentation Refine Negotiation Close Buying Stage Problem Identification Understand Requirements Compare Vendors Shortlist Vendors Negotiation Purchase Decision Persona #1 • Changing Buyer • Content Selling 101 Persona #2 • Executive’s guide to Content Selling • 10 Habits of Top Sales Leaders Content mapping happens here Content and Sales Process Mapping TOPO
  • 20. Organizational Design Image by Marcel Douwe Dekker TOPO
  • 21. “The key for sales leaders is to look at the buyer variables that will impact their ability to be successful. How do their buyers want to buy? Do their buyers utilize online resources to educate themselves? Do their buyers feel comfortable communicating over phone or email? Can their buyers be educated over phone or online?” Trish Bertuzzi, The Bridge Group Inc TOPO
  • 22. Hiring Design Image by Justin Cormack TOPO
  • 23. “We…literally need to convince prospects to turn their sales and marketing process on its head. To do so… Sales reps need to be sophisticated enough…[Based on this criteria} we started off by writing down a set of attributes that we thought would be important, and used these during interviews to evaluate candidate” TOPO
  • 26. TOPO
  • 27. The Social Selling Question TOPO
  • 28. Questions? TOPO © 2013 TOPO blog.topohq.com @funnelholic We design and deliver remarkable buying experiences