E217: Diversity in Sales with Rakhi Voria – Part 2 of 4

January 8, 2024


How do you approach the challenge of adapting your products/services to suit the preferences and needs of different markets?


Rakhi Voria, the current Director of IBM Global Digital Sales Development, has gone from selling lemonade as a kid to global sales leader and champion for diversity. 


In this series we talk about diversity in the world of sales, to building out global digital sales teams and processes.


Some gems:
“There’s actually a lot of statistics out there that say that women are better at sales than men.”

“I think the traditional notions of what makes a person successful has really changed.”

“We have to get really, really crystal clear about what we’re selling, who we’re selling to, what their needs are, where they are in the industry.”


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Connect with Rakhi on LinkedIn


Rakhi’s Bio

As the Director of IBM Global Digital Sales Development, Rakhi Voria manages a team that is responsible for the strategy, implementation, and revenue of the Digital Sales Development (DSD) function globally. Within the DSD sales force, there are ~350 Digital Development Representatives and Business Development Representatives responsible for driving client engagement, deal progression, and closure of select deals. Rakhi previously worked at Microsoft and most recently served as the Chief of Staff to the Corporate Vice President of WW Inside Sales, where she played a key role in building a new digital sales force for Microsoft, growing the team to 2,000 digital sellers globally and the business to over $5B in under 3 years.


Rakhi has a strong passion for advancing women in sales and millennials in business and regularly shares her thoughts on these topics by speaking at conferences and writing publications in Forbes as a member of the Forbes Business Development Council. She currently serves as Executive Co-Chair of Women@IBM NYC, which is focused on attracting, retaining, and advancing women. At Microsoft, she was Co-Chair of the Women@Microsoft Board, a network of over 20,000 women across 15 regional chapters globally.


Rakhi has been featured in Geekwire, The Seattle Times, Vizaca, Career Contessa, Be Leaderly, and other publications and was named a Top Sales Woman to Watch in 2019. She earned her M.Sc. from the University of Oxford and her B.A. from Colorado College. Rakhi is based in New York City.

Rakhi’s Links:

Linkedin: https://www.linkedin.com/in/rakhivoria/

Twitter: https://twitter.com/rakhivoria

Forbes articles: https://www.forbes.com/sites/forbesbusinessdevelopmentcouncil/people/rakhivoria/#48e2218175a1


Women in sales documentary feature:

https://www.youtube.com/watch?v=hHAnPbQJSHQ

  • Show Transcript

    Jason: Alright. Welcome to part two of my conversation with Rakhi Voria. Make sure that you subscribe. You can catch all these episodes. This is a four part series, so listen to all of them together. Here you go. Part two of my conversation with Rakhi.


    Rakhi Voria: So I think there’s a lot of different ways that you can go to market. It goes to the type of company that you are, the type of companies that you’re trying to recruit to and also just trying different methods that work depending on what that audience looks like.


    Jason: And I know for me in my beginning stages of my sales career, I don’t know if this was like it for you, but when I first started it was face to face sales. So I was in the mortgage business. The guy I worked for, he said okay when the phone rings, set an appointment as quickly as possible, meet them face to face and do that because it’s all about face to face, building, rapport, building trust, having a relationship and then you can move it to phone calls after that. And then I remember years later doing a phone-only-based sales thing and that was like a radical shift for me because I didn’t think that was possible based on how I was raised, where it’s face to face and reading body language and then shifting to this phone only. And I think that’s a valid point that you’re saying is, see that the world’s evolving and then also understand where your customers are at and that the old way of doing it might not be as necessary, right?


    Jason: Like there’s people who literally right now are buying cars digitally better than being spit out by a vending machine type of setup, right? Where literally there’s just a vending machine stack of cars. This is in the U S and then cars are just getting popped out and then you go pick up your car and that’s it. Right? Versus the old model of this battle on a car lot with salespeople. So I think that’s a great reminder of kind of being adaptable and shifting. And if, obviously if IBM and Microsoft, some big beasts can do it, then most people if you want to, you can adjust.


    Rakhi: Sure. And I think the reality is even if you’re a face to face seller, you’re probably segmenting your customers already. I saw a lot of people doing that in my sales roles, including myself. I mean even when I was a face to face seller, you can’t always touch every single customer. A lot of people adopt 80 20 type of rule. 80% of your customers you’re probably going to engage with via digital methods, 20% maybe some of the top tier opportunities. You’re going to have to focus on doing more of that in person, face to face. So even people who are face to face I think are faced with some of those challenges and tradeoffs that they have to make because the reality is your portfolio is probably getting bigger and bigger and you’re going to have to prioritize.


    Jason: So for prioritizing. It’s interesting because obviously there’re the easy people who are responsive that you want to talk to better interacting well, like the easy people that you enjoy talking to, but then there’s the ones that make sense. What are some tips that you think as far as prioritizing for a salesperson for that 80 20 or how they break that down or somebody unaware of who that is for them? They’re doing it intuitively, but they actually don’t have a framework around that. What do you suggest for people to do?


    Rakhi: That’s a tough question. It truly depends on what your business goals are at any given time. So I think that’s why it’s so important to work with your manager or to understand what are your targets, what are you being goaled against, et cetera. So for some people it might be as simple as revenue, and so you obviously want to get as much revenue as quickly as possible and you’re going to gravitate to some of those largest opportunities. For other people, like companies like mine, you might have different metrics and KPIs around new customer acquisition as an example or customer success types of things where you’re trying to actually expand a company’s footprint versus actually targeting someone who could be a new client for the company. So I think in general it’s really important to understand what your personal business goals are for your division, for your organization so that you can prioritize accordingly.


    Rakhi: But I mean at the end of the day, I think revenue tends to be King for most sales then that’s the reality of it. I would encourage people to think about things from a longer term perspective. One of the challenges that I see with sellers who are obviously motivated by targets and attainment and everything rightfully so, is sometimes they’re unfortunately more focused on the short term game. And the reality is, I mean there’s so much data out there that obviously shows that one purchase leads to two leads to three leads to four, etc. And so it’s important to harness customers as quickly as possible. But at the same time I think it’s also being okay with managers coaching sellers to maybe take the brakes off a little bit. Take your time, really build kind of a left to right 360 view offering for a customer because if you actually ended up taking that time you might end up with a larger deal and something that’s a lot more strategic for your company.


    Jason: And selling to that person in the proper way for them, not just for you, not just for your pressure, not just your quotas and numbers and goals cause you can really I wouldn’t say destroy, I mean that’s possible but you can really like harm or cause a deal to either not be as good or not happen now because of that pressure. If somebody’s thinking short term, they’re thinking, okay I need to meet these numbers or I need to make this commission or I have this kind of inherent incentive that’s going on or this pressure from my managers. It can make people make poor decisions in the short term like you’re saying, which I think is a great reminder versus long term. Right. Long Term is about referrals. It’s about more farming versus hunting, not just hunting as in killing, but like hunting is how do I eat today? Farming is what do I plant so that in a year from now or in six months from now, like literally I’m just pulling fruit off of trees instead of having to run around in the wild and hopefully find something.


    Rakhi: For sure. And I think it matters even more for people who are typically in business development, sales development types of roles. So the organization that I’m responsible for is the digital sales development organization as you mentioned. And the sellers within my organization are often the first line of contact that a customer will typically ever have with IBM. And they’re catching a lot of the inbound responses that are coming through our digital channels and their prospecting. And because of that, they’re really the custodian of the IBM experience and we get to shape whether or not a customer chooses us versus another solution. So with that becomes an even more significant amount of responsibility to ensure that we’re engaging with the right touch at the right time. As I had mentioned and now it matters more than ever because digital seems to be one of the only ways that we can engage given the environment


    Jason: And then the long term thinking is interesting and when you talk about it, right? Like I think a lot about referrals and what you’re talking about is true as well, which is one sale leads to another, not just referrals but with that same client. And I think one of the important things obviously from business owners and managers too, help sales reps think long term is the lifetime value of those clients. What that’s worth long term instead of just worrying about, okay, what can I get today? Like what is somebody worth? And not just like monetarily but when it’s set up right and the relationships because somebody is thinking too short term like you’re saying and their first interactions or the conversation or the pressure or they’re pushing someone to buy, then that person might not stay with the company very long or might not have a great experience. And that could be actually worse than getting the sale. Like not even getting the sale in the first place. Sometimes you can bring people on board in the wrong ways that will actually hurt you as a company.


    Rakhi: For sure.


    Jason: So let’s talk about your global experience, which I think is fascinating cause I don’t have that. So I have experience working with some companies consulting wise internationally, but not selling like you do. How do you see that? Because I have people listening to this podcast all over the world. What variations you see the way maybe it’s done in America versus other countries, whether it’s digital or things like that. Is there things that you see that vary, there’s some things that you know pretty much consistent from your experience?


    Rakhi: Yes. I mean being in a global role has really taught me a lot. Basically I’ve had a chance to see how different cultures do business, how we’re able to conduct business in different places and I really encourage people if they have the opportunity at some point in their career, especially in a sales organization to try to get a global role. Because I think as much as you want to drive global consistency, standardization across tools, processes, playbooks, etc, when you actually go into the geographies and have a chance to spend time with your sellers, your managers, your customers, even you really see that there is a lot of variants and rightfully so. So we have to really be thoughtful about what are the things that we need to truly mandate across the globe to ensure that we have some level of consistency, but where do we want to localize our offerings, our go to market, the way we engage with customers so that we can actually approach them in a way that makes sense for them.


    Rakhi: So I’d say that there are a lot of different things that we see, especially in Asia. There’s some interesting things. For example, in China, a lot of people do business over we chat, so it’s basically their version of kind of WhatsApp. And a lot of my sellers engage with each other on WeChat. I have a manager who every day sends trainings, tips and tricks, etc, on the WeChat group, for our inside sales team at IBM. I see people texting their clients on WeChat as well. So that’s obviously very different than what you might see in another geography. One thing I found was interesting as I had a chance to meet my team in Bangalore a couple of months ago, and they were saying that basically the culture of doing business in India is typically on the third time that you engage with a customer, they typically want to meet you even if you’re a digital seller.


    Rakhi: And a lot of that is because there tends to be some false advertising in India where people are pretending to be other companies or maybe they’re a business partner or something like that. And so there’s all kinds of challenges. So I think because of that mentality, there are certain customers who just don’t feel as comfortable moving forward and having deeper discussions unless they’ve actually face to face, perhaps met the representative or the seller from your organization. And so for those reasons, we have to really be thoughtful and think about, well, where can we afford to maybe put a person face to face versus where do we want to continue to have a digital conversation? And really just sort of making sure that you’re understanding the climate and culture of every place. Because the reality is, even though I’m Indian, I spent my whole life living and working and growing up in the United States. And so I have to really rely on my local teams and managers to educate me on how to do business there.


    Jason: Right. And if you guys had built a process that says like, no face to face meetings, digital means digital, that’s it. Then you’d have this segment in India where you probably lose a lot of opportunities in business because you’re trying to do it one way instead of meeting the local needs of people. And I think it’s interesting too, when you balance that where, you know, a lot of times sales reps have this idea of they need to do like, I gotta do this, or I gotta send emails. That’s how I close deals. Balancing that as a leader and a manager of, okay, so when is sending emails or meeting someone face to face necessary to get the deal done? Or just the sales reps excuse for the way they do it instead of moving deals forward.


    Rakhi: Right.


    Jason: So let’s talk about the sales experience. So obviously that’s the name of my show, it’s the sales experience podcast and we’ll talk about big enterprise sales because that’s what you’ve been doing for so long and are familiar with. And digital sales. What does a great sales experience look like?


    Rakhi: Wow, that’s a great question. I would say that a great sales experience looks like helping a customer achieve their business outcomes, whether or not it’s what we wanted to sell them. So I think there’s so many times here where we go into conversations and we think, Oh, this person came and talked to us about X, Y, Z. And so we naturally want to sell them a certain offering or whatever. And then the more you unpeel and have conversations with their line of business owners and the CTO and the CIO and sometimes even HR and other resources that you might not naturally connect with, the more you realize that there’s actually more of a holistic discussion that needs happen. And that might end in closing of a sale, which ideally like that’s what my favorite sales experience would look like, but it might lead to something else.


    Rakhi:


    I mean it might lead to them introducing us to another company where we could help at my open up an opportunity where we’ve helped a certain division and then they open up the doors for a different division that you want to support. So I would say that ultimately, I mean ideally we would really want to help customers achieve their own business outcomes, but we want to do it in a way that is as seamless as possible for them to engage with us. And I think the more barriers that we can remove in terms of getting out the information to them as quickly as possible, tailoring the conversation to them as much as possible, showing them as many references, use cases that are actually relevant to the industry that they’re in. I think that’s really what it means to support a customer.


    Jason: Alright. That’s it for part two. Again, make sure to subscribe. You can go to the cutterconsultinggroup.com and find the transcripts and all of Rakhi’s links. As always, keep in mind that everything in life is sales people. Remember the experience, you get them.


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By Jason Cutter August 27, 2025
Most businesses struggle to grow their sales teams. At some point, they give up on looking for rock stars; they just need a team that shows up every day. In fact, research shows that 52% of sales leaders list recruiting as 'very challenging,' and average sales rep turnover hovers around 26% annually. That means for many leaders, the hiring process feels like a revolving door of wasted time, lost revenue, and constant stress. Here’s how to achieve scalable hiring results without having a massive hiring team and a huge job marketing budget. What Most Companies Do They need to hire salespeople. Maybe it’s one. Maybe it’s their very first salesperson. Maybe they need 10 more. So they: Write a job post about all the things the job involves and who they are looking for, and the type of experience they feel is important Put it on Indeed and/or LinkedIn They get hundreds and hundreds of applications They freak out – stressed at the thought of going through all those submissions They have someone on the team spend hours/days going through all the submissions. Have them call and email everyone whose resume fits what they think they want. A few people respond. So they call again, to ‘check in’ on the candidates to try and get more to respond. If that works, they have dozens and dozens of candidates ready for the first interview. Someone has to then take a week’s worth of time blocks away from their actual job to do first interviews. Most of the candidates don’t show up to the call/meeting. A few candidates make it through to the second interview. The boss or sales manager takes these. Two out of the three show up. Offers are sent to the two. One takes another job because the process took so long. The company ends up with one new hire The company repeats the process over and over again, feeling like the best they can do is one to two new hires after each complete cycle of hiring madness. And it is madness. It is also the definition of insanity – doing the same thing, running the same hiring process out of some playbook that no one can point to its origin or actual stats of success. Recent surveys confirm this frustration: more than half of leaders admit they lack an effective hiring process, and many acknowledge that their comp plans don’t even align with the results they want. The result? Slow hiring, bad hires, and retention issues that eat away at growth. Most companies struggle with filling their sales team, with both quantity and quality. They probably run the hiring process like they run their sales process. They default to old-school business thinking that the only way to hire is to just get experienced salespeople to join the team. But there is a better way. I have spent over 15 years being tasked with keeping teams filled with salespeople. Whether it was for inside sales in a call center environment or work from home, to retail environments, from consumer products and services to B2B, from within the United States to offshore, this framework works, even if you have failed in the past to try and scale your hiring efforts. In working with small and large teams, the key is the balance of quality and quantity. Humans will always surprise you. I have seen the ideal candidate – on paper – be completely ineffective in the role. I have seen reps with very little experience, whom we took a chance on, completely outsell their experienced co-workers. The experience of everything that goes into hiring over 800 salespeople, this framework is designed to help you succeed no matter the size of your hiring team. Here’s how to create a scalable hiring process that doesn’t require a large recruiting team and without losing your mind wasting time on candidates that aren’t a good fit. Step 1: Hire Traits, Not Just Resumes Did you know there are three different types of salespeople? The Newbie, The Entrepreneur, The Sales Veteran (email me, and I will send you the ebook that breaks them down). First, make sure you know what you need on the team, who you have the bandwidth to train, and if you need someone that follows your playbook (do you even have one?) pretty much exactly, or are you okay with them just ‘doing what they do best’ without much structure? Next, you need to figure out the mindset traits you find most successful. A business friend of mine, a long time ago, taught me: “Hire the smile, train the skill.” Given enough time and patience, you can teach anyone how to do anything. But it's really hard to teach someone a different mindset. Most people are who they are when they are applying to be a part of your company. Here is my list, in order, of mindsets that I know are successful for sales (in any sales role, any industry, any company): This aligns with broader studies: while past performance can matter, attitude and coachability are consistently ranked as stronger predictors of sustained success. Leaders who over-prioritize experience often miss the hidden talent right in front of them. Openness Curiosity Creativity Persistence Authenticity As I tell my clients, most leaders think they just need more reps who are ‘persistent’. They blame a lack of sales results on the team not asking for the sale enough or doing enough follow-up. The problem with biasing the screening process for persistence is that if you don’t care about the other traits, you will end up with a team full of persistent assholes who don’t listen to you or their prospects, don’t care to learn anything new, and don’t try to come up with new ways to move people to the close. They just see every prospect as a nail and sales is a giant hammer in their hand, where if they can just hit enough nails hard enough, they will win. [Don’t believe me? Ever heard the phrase ‘sales is just a numbers game’? That is this mindset in action.] The last part you want to define is what type of company culture you have and what personality is a good fit? Is it a fun environment? Does everyone like to joke around? Is it all serious and focused? Is it mission-driven? Do you actually have defined, stated core values that you care about? The answers to these questions will help you determine culture fit. One area that organizations will fall short in their selection process is ignoring culture fit and just wanting people with certain experiences on their resume or skills to help sell more widgets. If not careful, it can lead to bringing someone on board who might be an excellent, technical salesperson (meaning…technically they can do the job), but they are a not a good fit for the team. “The best reps don’t just sell your product — they sell it your way.” It’s not enough to just hire for experience; you need team players. Step 2: Treat Recruiting Like a Sales Funnel Now that you know who is open to bringing on board, what that winning combination could look like, it’s time to start building the hiring process. In sales, the initial key to success is attracting the right leads into your funnel. This is the job of marketing. Not just in the steps they take, but the messages they put out there to the world. Like fishing, putting out a hook with bait on it where the right fish that is interested will want to take that bait. Marketing should be doing the same thing for your revops. Your hiring team should be doing the same thing with the job posts and the hiring process. Your goal is to write a job post, like your marketing team writes their content, in a way that your ideal candidate would read it and say “holy crap, that is me!” Part 2 is to build in some hoops. One area that I see pretty much every organization fail at is building and managing candidate lead flow. They put a job post out there, get a shit ton of candidates, go from excited ( “We have so many candidates, we will definitely find all the reps we need!” ) to despair ( “How the hell are we going to get through all these resumes, and then what about all the interviews?” ). So many orgs are not ready for the flood of applicants. And did they even want that many applicants? If you haven’t noticed…recruiting is like sales. Well, to be specific, everything in life is sales, and selling, and persuasion. So building a recruiting process is like building a sales process. Sales teams think it would be great to be flooded with leads until it happens, and so much potential business falls through the cracks of inefficiencies and bandwidth limitations. This is why we want to put in a) hoops and b) templates for our hiring process. Let’s start with hoops. Think about it: in sales, 63% of managers admit their teams do a poor job managing the sales pipeline. If you can’t expect discipline in pipeline follow-up from a candidate during the hiring process, you certainly can’t expect it once they’re in the field. The hoops should be similar to what your prospects have to go through to become a customer. The logic is that your salespeople will run that process with their prospects, so you need to identify those sales reps who are naturally built for it. It’s similar to Alex Hormozi’s take on hiring – that what is more important than the years of experience someone has, is evaluating and selecting for traits like intelligence, work ethic, adaptability, and coachability. This is what we want our hoops to do – help the candidates show us what they are really made of. Some hoop examples: Do you require your sales team to use scripts? Yes, yes, yes…I know…salespeople shouldn’t use scripts…scripts are bad…scripts make everyone sound robotic…scripts are the problem. Bullshit. You are wrong if you think that. Alright…soap-box-moment over…back to scripts. If you require your reps to use scripts…let’s say for an intro, elevator pitch portion, compliance/disclosures – then one valuable hoop to put in place is to make your candidates memorize a short script in the hiring process. There are many ways to do it [email me, I can give you some examples of how, when, and what for this hoop], but it is an amazing filter for candidates. This is how you filter out the people who are not open/curious (remember, my top two sales success mindset traits above) – because they will decline your requirement to memorize the script. Or they will take the script, say they will work on it, and then disappear into the wind, never to be heard from again. And…that is the perfect result. I promise, no matter what fantastic story they spun on their resume or tried to present to you in the interview…their resistance to this step is all you need to know. Truly. The ones who say, “ Sure, sounds good, I will memorize this and get back to you, ” are the ones you want. Not because they are actually good at memorizing things – because I know I am terrible at it – but because they are willing to do it. A tiger can’t change its stripes. Is it a short sales cycle or a long one? If it is more than a one-call close, then you want to put hoops into your process that will help differentiate the short-term commitment versus long-term commitment people. Some salespeople out there are just too impatient to handle making follow-up calls, delays by stakeholders, and rejection after long sales cycles. They need immediate gratification. (and here is a contrarian thought…they are probably also single…because how someone is with work, they are in their life. If they can’t handle long sales cycles and long-term relationship building in a sales role, they probably aren’t very good at it in their personal life. And that’s okay…there is nothing wrong with that mode. The question is – is that what fits your sales cycle/length/mode? If you need reps who can do more than build enough rapport to sell someone something in the next 20 minutes before never seeing them again, then filter those people out by adding layers to your hiring process that extend the length. Now, I am not saying that if your sales cycle takes an average of six months, that your hiring process should do the same, but it should be relatively long. Definitely don’t interview people and then have them start the following Monday. Is there a lot of follow-up in your sales process? Do you expect your team to actually manage their pipeline of valuable leads to ensure they close? Then you want to build in a hoop that requires candidates to follow up with you. We want to test them on how well they will treat their future sales pipeline. If they won’t even follow up with you on their progress in the process, then they aren’t the type of salesperson who will follow up on their own leads. Or, they just don’t care that much about this job. Either way, this is a perfect filter to remove those candidates from your pipeline. If you want my ultimate filter process/scripting for this hoop – email me with the subject “ candidate follow up, ” and I will send you what I have done to successfully apply this filter. While that might look like a lot of hoops and processes to build out, it doesn’t take much to both eliminate the candidates who are not a good fit and allow the ones who are to raise their hand so you can pick them. Remember, no matter how desperate you may feel you are – needing to fill your sales team today, it’s never worth bringing on bad hires, especially in a sales role. The cost of their onboarding, training, combined with the cost to your leads (aka – the wake of revenue and reputation destruction that is caused by terrible sales reps speaking with your hard-earned, expensive leads is almost immeasurable) is not worth it. Fight the urge and bad business advice to just get butts in seats. And I guess that you are here reading this because you have already tried that mode and it failed. And with annual sales turnover costing companies millions, every wrong hire creates a hidden tax on growth that most leaders underestimate. Mads Faurholt-Jorgensen spoke about it in his TEDx Talk titled “ How To Master Recruiting ” with a focus on hidden talents over resumes. He called it the “whispering talents” – and in sales, we want that person who just automatically does the sales activities with the right mindset that fits your organization, sales process, and target customer type. TL;DR Most companies hire salespeople the same broken way: post a generic job, drown in resumes, waste hours interviewing, and end up with one shaky hire. It’s slow, costly, and sets teams up for turnover. The fix? Stop hiring based on resumes alone. Instead: Hire traits, not just experience (openness, curiosity, persistence, authenticity). Treat recruiting like a sales funnel by writing magnetic job posts, adding “hoops” that filter out the wrong candidates, and testing real-world behaviors like follow-up. This approach flips hiring from chaos into a scalable system—so you attract the right reps, faster, and avoid the expensive revolving door. In Part 2 of this series, I’ll show you exactly how I scaled this process to hire 50 salespeople without the chaos—complete with templates, filters, and lessons learned. Don’t miss it. And if you think that there might be some ways to improve your hiring process, contact us and we can do a free Hiring System Assessment to determine where the biggest impact can be made to help you fill your sales team.
By Jason Cutter February 26, 2025
How Can You Predict The Future Of Sales Ops? One of the keys to sales success is to be able to predict the future – what that other person is thinking, what they might say, what they will experience, how they will feel about the product/service. But what can you do – from a sales ops leadership perspective – to predict the future in masse of all the potential customers that will flow into and out of the sales process/funnel? That is a really tough one, but it is doable. Meeting Prospective Customers Where They Are The key is to always meet the prospective customers where they are and with the experience they hope to find. It’s a common theme now in these articles because it’s important AND widely disregarded – your potential customers do not care about you, your sales team, your company, your industry. They don’t care about your stats, your testimonials, your logos. They don’t care about your mission statement or your values. They only care about themselves. They also firmly believe that there is currently unlimited choice for any product/service, which means that everything in their mind is a commodity. Easily replaceable and interchangeable. Nothing (other than iPhones…which you can only get from Apple) is special to consumers unless they feel like it should be special. Are You Still Making It All About You? There is a good chance you are still running a marketing, sales funnel that is all about you. I bet if I looked at your company’s website that from the top down it’s all about you (the company). How great you are. What you do for people. What you have done for others. I bet if I tried to speak with your sales team, I will be made to go through your process whether I like it or not. Maybe fill out a form and wait for a response. Or made to call into a toll free number, even though I don’t want to talk to someone yet. Or made to use a chat widget on a site to get started. I bet when I speak with your sales team, 70-80% of the conversation will be about them, your company, and how amazing you all believe you are. This is all fair. No one starts a company to be mediocre. The goal is to provide value and make money. The missing piece, again like I said above, is no one cares about your goals. They only care about themselves. Predicting What Customers Want From The Sales Experience Back to your mission as sales ops leader – predict what massive amounts of prospective customers are going to want from the Sales Experience. It’s why I wrote about it last week and even offered up a book for free to help in any way that I can. To succeed at your mission, you have to stay ahead of the curve of what the public, and specifically – your buying demographic, psychographic, and valuegraphics, want from that experience. Key Questions To Shape The Sales Experience Do they want to call, text, email or chat? Probably all of them…so can you offer each one? (Don’t make someone decide if they want to go through your hoops…remove all the hoops) Do they need to see pricing online – should it be available and transparent? (In most cases, yes) What sales process will be ideal for moving the most people through the sales conversation to a successful outcome? (More discovery, empathy, active listening. More front-loaded about them, not you. Use the Authentic Persuasion Pathway as your model) Who are the decision makers? Is that individual going to decide or do they need to check with others for approval? (Set them up for success, and don’t force them to make a decision in the moment – you will just lose the potential sale) What type of follow up do they want and need until they make the buying decision? What type of post-purchase follow up would go above and beyond a) their expectations and b) what others in your industry do? If there is an ‘onboarding’ stage after the sale – how can you make that actually customer centric and successful? (It is rarely both) Can You Stay Ahead of the Curve? Remember – evolution is natural. The buying public is always evolving their desired sales experience. Can you predict the future of what they want so that when they encounter your company it matches what they were hoping to find – both in the experience and the solution to their need?
By Jason Cutter February 25, 2025
How do you, as a sales leader, help your team become Oracles that can predict the future? [make sure to read the Selling Effectiveness article this week https://go.sellingeffectiveness.com/LI.2.25.AM ] There are five ways to facilitate their Oracle-ness. Be Present in the Moment First, you have to get your salespeople to be in the moment. The challenge that most salespeople (and…humans, for that matter) experience is they are always thinking ahead. Salespeople default to thinking about what they will say next. The next part of their script or process. The next question they want to ask so they can get through discovery. The next part of the agreement they need to discuss and review. Their mind is too busy thinking about what they are going to say and do next, that they aren’t present. As weird as it sounds, if you want to predict the future you must be present. I have said this for decades: the moment you no longer need to think about what you are going to say/do next and can actually be present with your prospect and truly listen to what they say (and don’t say) – you will become a sales professional. Master Active Listening Second is Active Listening and paying closer attention. It’s actively listening…it’s taking what I mentioned above and putting into place. First step is to be present, second is to actually listen. For what they say. For what they aren’t saying. For changes in their tone. For when they are talking to someone on the side – who are they talking to, and is it about your sales conversation? If you sell in person, reading their body language and facial expressions. You must help them develop an almost sixth sense of listening (and yes, I know hearing is one of our senses…but this goes beyond hearing…it’s truly, deeply listening). Ask Better Questions Third, is to help them ask better questions. So many people in sales ask the discovery questions they are required to ask in order to check the discovery ‘box’. Or, they have done sales long enough they know all the answers, they think they know what everyone wants and why, so no reason to even ask questions. [Note – this type of salesperson thinks two dangerous things: 1 - everyone is the same and wants the same thing, 2 – people like to be sold to.] When your team asks better, deeper discovery questions with a focus on uncovering the what and the WHY, they will get better answers. Remember this – when you ask the right questions and you listen close enough, each prospect will tell you EXACTLY how to help them buy. Build Up Experience Fourth, build up experience. If you want to predict the future it comes from enough experience to know the probability of what will happen. For example, when I am in a season of commuting from home to an office, I am the type of person that can predict exactly what will happen on the freeway. Which lane is always faster around certain exits, which lanes always slow down, how much leaving five minutes later can make the drive suck a lot more. How do I know what will happen on a freeway with hundreds and hundreds of random people? Because of experience (and the fact that most people are just going through the motions in life so they become predictable). The more experience your team has with sales scenarios, they more they can predict the future. I generally see that it takes about six months for most people in a new sales role to have seen enough scenarios where they can start to know what will come next before it happens. Trust Intuition The fifth and final trait to help them with is intuition. One definition of intuition is “a thing that one knows or considers likely from instinctive feeling rather than conscious reasoning.” It’s that feeling you get when you know something, even if you cannot explain it. It’s what Malcom Gladwell wrote about in Blink! It’s what we do very well as humans, even if we don’t listen to it. The more you can help your team tune into their intuition and listen and trust it – the better they will do in helping persuade that other human. This goes back to the first suggestion – about being present. When your team trusts they know what to do and say next and they are mentally living in the moment with that prospective client, they can let their intuition guide them. Conclusion When I do trainings, public speaking, facilitating meetings, interviews, and sales – this is my main key to success. I trust and know that I have the experience to handle whatever comes my way in the present moment, while also knowing the destination I am heading towards. I can be present, let that experience and my intuition guide me instead of getting stuck in my head and worrying about what I will say next. Get your team to do some or all of these five steps – and they will become an amazing Oracle.
By Jason Cutter February 25, 2025
The Oracle’s Role in The Matrix If you have seen the Matrix movies, starring Keanu Reeves (as Neo), then you are familiar with an Oracle. In the movies, the Oracle knows what will happen. She has seen it, and it is predestined. In the Oracles mind there is no such thing as free will. In the first Matrix movie, Neo goes to visit her and knocks a vase off the shelf, and it hits the ground and breaks. Right before he hits it, she says “Don’t worry about the vase.” Neo says, “How did you know?” Then the Oracle responds with “What’s really going to bake your noodle later on, is would you still have broken it if I hadn’t said anything.” Becoming an Oracle in Sales Your mission as a sales professional is to be an Oracle for your prospects and clients. To know the future. Then be able to see around corners, as they say. Which means you know what is going to happen before it happens, because you have enough experience that you have become a psychic. You want to be able to predict, with amazing accuracy: What will happen next What will happen after that What issues will pop up What your prospect/client is thinking before they think it What concerns they might have before they have them Eliminating the Fear of the Unknown During your presentation/demo you want to set the expectation of what is going to occur next. Remember, humans fear the unknown. They want to avoid risk as much as possible. Your sales presentation is risky and dangerous and very unknown. They don’t know if you have good intentions or not. Are you going to persuade them? Are you going to try to manipulate them? Are you going to overcharge them? Will you actually care about what they need and want? Dealing with salespeople is so scary. Yet they still need and/or want something, so it’s the dangerous game they must mentally play. Guiding the Buyer Step by Step When you explain what you are going to do in part 1 of your process, and then what that part is done you let them know the plan for part 2, and so on – they will be at ease in the moment. They will feel like they have control over this portion, that there is an exit they can take if they don’t want to proceed. That level of control will help them accept the risk of part 1, and part 2, and part 3. Tell them what you will do. Do it. Tell them what you did. This will validate that you can be trusted. Predicting Thoughts and Feelings The next level is being able to predict what they will think and feel before they do. You can use this information in your presentation (without telling them what you are doing). You can also verbalize it, which could sound like “I am guessing from experience that you are probably wondering about _____, so let’s cover that right now.” Or “most people I speak with ask about _____.” They will think – wow this person knows what I am thinking, he/she is in my mind! And that’s a good thing. A really good thing. Conclusion The more they feel like you know what you are doing, know what they are thinking, know what they are afraid of – the more they trust you as a Guide. Because Guides only know what they know because they have helped other Heros successfully accomplish their journeys. Your mission as a sales professional: Become an Oracle.
By Jason Cutter February 19, 2025
What does it take to build the ideal Sales Experience? Why does it even matter? Maybe you think you already have one. You are a professional sales ops leader. You have put everything you can in place to help your salespeople sell more. You have optimized the processes so that your sales team can focus on one thing – selling. But I promise – even if you think all of that is true, it’s not. The Reality: No Perfect Sales Experience Exists I have never seen any company or team with the ‘ideal’ Sales Experience and operation. And to be honest – I have never built one successfully. Why would I admit that? Because the ideal Sales Experience is aspirational and business, teams, processes, and customer needs/desires are constantly changing. So as soon as you put new processes in place, something else needs to change and evolve. The Scalable Sales Success Iceberg In my Scalable Sales Success Iceberg – there are 24 categories that, when built out, create a scalable sales machine – where you can add in an input and get way more output. I would love to see companies have all 24 categories set up and running optimally. But that’s not even possible – because, as I mentioned, things are always changing. Focusing on the Biggest Levers Here is the key – to build the ideal Sales Experience takes focus on the biggest levers. The ones that, when pulled, create the biggest and best results. There are many processes and systems that you can put in place – but those are going to get you a few percentage points of improvement. Instead of putting it all in here, I want to make you a special offer. Email me at jason@sellingeffectiveness.com with your mailing address, and I will mail you the book that I co-wrote with Nick Glimsdahl called Reasons Not To Focus On The Sales Experience. It will be your starter guide, facilitating the creation of your ideal Sales Experience.
By Jason Cutter February 18, 2025
The Numbers Game Mentality is a Losing Strategy Sales is no longer a “numbers game.” You cannot succeed, long term, by focusing on volume of activity. Making a million dials, sending a million emails, knocking on a million doors (the first two are way easier than that last one) is a scorched earth strategy that will sink your business. You can’t out-dial a bad sales process. It will lead to even more bad online reviews. You can’t out-email a terrible sales funnel process that requires people to jump through poorly planned hoops. You can’t out-knock your way past slimy tactics and bad products/services. The Danger of the "Every No Gets Me Closer to a Yes" Mindset The whole “every no gets me one step closer to a yes” mentally is dangerous. That mindset and strategy assumes that it’s a numbers game. That the only thing that matters is finding the right person who will buy from you. Potentially, no matter what you even say – they are just ready to buy. Not only will this destroy any online reputation you have it will also wreak havoc on your team. It is the fastest and best way to burn out your team. It will lead to a revolving door or hiring, training, and quitting as people realize how unfun the game is you have built and how hard it is to be successful. It will also feel like a mismatch – very few people (and hopefully even less over time) are long-term excited about the business model of calling 500 people a day in hopes of making a few sales. If It’s Not a Numbers Game, Then What Is It? It’s quality over quantity. [Now…note – it does take a certain quantity of activity to fill a sales pipeline. So I am not saying that your sales team can just sit and wait for people to fall into their pipeline with money in hand.] It’s about the Sales Experience. It’s about your team ensuring that they are providing the right and best experience for that potential customer – in a way that sets them up to get into the buying mood and mode. All that matters is the Sales Experience. How can you support your team in terms of the quantity of activity to fill a pipeline, and then the quality of interaction that leads to sales? What Does an Ideal Sales Experience Look Like? What does that look like – the ideal Sales Experience? It’s when your team understands that the potential customer they are speaking with only cares about themselves. They don’t care about the salesperson, your company or the product. They are only focused on themselves. It’s when the Discovery/Empathy portion of the conversation is the most important part. Does your team realize that everything after Discovery – when done right – is just a presentation of the solution? It’s the fact that when you combine the parts of the Authentic Persuasion Pathway (Rapport + Empathy + Trust + Hope + Urgency) that the assumptive close is all you need. If your team is having to ask for the sale they are doing sales wrong. And don’t confuse earning the right to close with asking for the sale. The Sales Leader’s Role in Creating a World-Class Sales Experience Your job as a sales leader is to ensure your team understands that the only thing – above all else – is the sales experience they provide to each potential customer. That customer knows that they have the power and the feeling of unlimited choice. Which means they will decide who to give their money to based on the experience they have with buying from a company. How can you shift your team away from the numbers game mentality to actually providing a world class sales experience to each and every person they speak with?
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