How to Give Prospects a Delightful B2B Sales Experience

It's never been more difficult to be a B2B sales rep. You must manage heightened expectations, battle against a multitude of competitors, and make sure you have time to meet the needs of everyone in your pipeline. Regardless if you are a grizzled sales veteran with decades of experience or brand new to the profession, here are some simple steps to delight your prospects.

The positive experiences you create for your customers adds to the longevity and success of every business. The happier you are, the more likely your customers will stay and refer a friend. 80% of future profits will come from 20% of existing customers, so it makes sense to focus on a customer's happiness even before they become a customer.

But keeping customers happy only accounts for part of the customer's lifetime cycle. The relationship between you and your customers starts much earlier. Positive brand experiences need to be created pre-purchase, just as much as they need to be created post-purchase.

So how do you create a positive experience for your prospect during the pre-purchase phase?

Here are three common challenges B2B sales reps need to overcome to keep brand experiences delightful for the prospect, plus some tips on how to overcome them.

Challenge 1: Not Being Pushy

Everyone needs to hit their sales quotas at the end of the month, but there is a fine line between pushiness and persistence.

Even subtle pushes to move the sale along can seem unsavory to the prospect – and you might be using them without even realizing it.

According, to consumers the word most commonly associated with salespeople is "pushy." It's a frequent problem and happens when we stop listening to our prospects and instead start listening to our own internal dialogue which often looks something like "I already know what they need, and I think they need this product or service."

This leads to subtle pushes like asking for a demo before the prospect is ready. The prospect may entertain the demo but will have their defenses up, making the next steps uncomfortable.

Pushing a prospect further down the buyer's funnel before they are ready, results in a sale where the client doesn't feel like they are in control. Ultimately, this starts the relationship between the prospect and your company off on the wrong foot.

How to Fix: Let the prospect make the next move.

Whenever someone is looking to make a purchase, let the prospect think about it and do their due diligence.

It is time for reps to put away their timetable and stop focusing solely on hitting their monthly sales quotas. Instead, they should focus on meaningful engagements. Being there for the buyer at the right time, with the right information, advising the sale, and looking at the pipeline in its entirety should be the top priority.

As a result, this also means that sales managers need to shift their KPI's and start looking at metrics normally reserved for customer success teams, like churn rates and net promoter score (NPS). Both metrics originate and have roots in the sales process.

Challenge 2: Creating a Personal Experience at Scale

Relationships are everything in B2B sales. Whether you are walking a tradeshow floor or engaging with someone online, getting prospects to "like you" are the best way to create a positive sales experience.

Being likable does not mean constantly telling jokes or showering the prospect with false compliments. Likability is a hard thing to quantify, but if you look at behavioral research, certain commonalities appear again and again. Some common traits of likable people include:

  1. They remember names and details.
  2. They ask insightful questions and actively listen.
  3. They smile and maintain open, positive body language.
  4. They don’t pretend to know better and aren’t afraid to admit if they don’t know something.

Being likable face to face is one thing; trying to do it at scale is a completely different challenge.

How to Fix: Lean on technology.

Marketing automation and sales enablement tools are an absolute must. Using personalization tokens allows you to craft messaging at scale that still resonates with your prospects and makes them feel special.

Want to take personalization to another level, video prospecting is the next frontier. Personalized videos allow you to showcase your likability directly in the prospect's inbox.

Challenge 3: Matching the prospect's position in the buyer's journey.

Much of the buyer’s journey these days happens without the salesperson. Potential customers know more about you and your product than ever before. Understanding where a prospect is in the buyer's journey allows you to step in and initiate or increase outreach with impeccable timing.

Sales is an intricate dance of persuasion. Push too hard, and your prospect may stumble and fall. On the other hand, if you do not maintain the lead your prospect may as well just pick another partner — the competitor.

The art of the sales dance lies in trying to find the balance of showing up at the right time, giving the prospect the right information, and then letting them digest it on their own — all while making them feel like they are in charge.

This synchronicity is actually started and enabled by your marketing team. Marketers should attract and nurture leads with targeted content so that qualified prospects can be passed onto sales while sales reps should convert those prospects into customers.

Getting this timing right means marketing and sales need to agree when the handover from marketing to sales happens. Additionally, both organizations need to collaborate to create quality content for the buyer at all the pre-purchase interactions. When sales and marketing teams work together like this, companies see a 38% higher sales win rate.

How to Fix: Maintain sales and marketing alignment.

To truly delight your prospect, it's important to reduce friction along the buyer’s journey. Implementing a strategy to align your sales and marketing teams allows you to spot and remove this friction earlier.

Sales and marketing alignment is easier said than done, but these two simple steps can go a long way. Keep track of every interaction your customer has with your company (HubSpot CRM is incredibly useful for this)The more you know about your prospect's actions, the more you can personalize your outreach and help the prospect.

Brian Halligan, CEO of HubSpot is famous for the quote "It's not what you sell, but how you sell it and a modern sales process makes it super easy to buy."

Here are 12 more ways to delight your customers in the B2B sales process.

How to Create A Positive B2B Sales Experience

  1. Know the difference between a good fit prospect and a bad fit prospect.

In previous eras, a B2B salesperson could be a generalist, selling to anyone who expressed an interest in their product. Today an effective B2B salesperson needs to know their ideal customer profile (ICP) and buyer personas. They also must become familiar with the ways their competitors can potentially be a better fit and provide more value, so they bring on the right good fit customers.

  1. Know where your prospect is in the sales process.

In the past few years, we have observed a new B2B buyer phenomenon of "swarming and ghosting".

Prospects will spend a lot of time and effort to dig into a product or technology over a noticeably short period of time and then just stop responding until the problem bubbles back up as a priority. Understanding if your prospect is a first-time explorer or experienced buyer and having access to their background can be a huge advantage.

If you can open the conversation with "Wait, it looks like you spent a lot of time on our website in 2017," the prospect is secretly (sometimes openly) delighted.

  1. Ask the prospect what the best way to work with them is.

This is a fun differentiator that makes all the difference in the world.

During initial conversations, you could say, "Jamie we are going to be working together over the next few months. How can I make it easy for you?"

Find out if they are an email person or a phone call person. Do they prefer to text or would they like to be reached on Slack? Do they prefer watching videos or reading blog posts? Do they want plenty of context and background information or do they want you to get straight to the point?

Modifying your behavior based on your prospect’s personality characteristics is a great way to delight your prospect.

  1. Aim to make the prospect look good.

Directly ask the prospect how you can make them look good and how you can make their boss look good. I started this in 2014 and it had an amazing impact.

For example, you could say something like, "Dee, it sounds like you have a bit of an uphill push to get everyone on the same page for this purchase. What can I do to make you look good? What can I do to make your boss and team look good?"

Sometimes they know, sometimes they don’t but the question gets them thinking. If your prospect needs some help in this area, you can come back with a shortlist of things you have done previously with other companies.

  1. Help your customer understand some of the common potholes previous buyers have faced.

Define each step of the purchase and implementation of the technology. Along the way, share best practices and lessons learned from past deals. If your customer knows when to expect a plug and play implementation or knows when to expect some challenges it can make the experience more positive overall.

Assisting in the deployment or suggesting a partner to help can take a lot of the anxiety out of the sales process.

  1. Have a written plan for the sales process.

I am a linear thinker and I used to ask people, "Are you in the awareness, consideration, or decision mode right now? Is there a deadline you need to have a solution implemented by?"

Once you have this information, you can plan to put together a document of all the things you will need to bring the customer to their final decision so there are no surprises. Additionally, the documentation helps if they ultimately must pass the sale to a decision-maker to determine the final call. Ultimately, laying out the specifics of that deal’s sales process can help both you and the prospect plan in advance.

  1. Ask good questions and really dig into the answers.

Professor David Weinhaus, Global Lead for Sales Enablement at HubSpot teaches his B2B sales students to really dig in on the discovery call.

He says, "Prospects are looking for salespeople who take the time to understand their goals and challenges and ultimately what is most important to them. The days of salespeople coming in and wowing a prospect with a rehearsed song and dance are over. Being a listener, thinker, and problem solver can make the difference in delighting your customer."

  1. Make sure your prospects know that you are listening all the time.

Recap at every step. For example, when your prospect tells you what they are looking for, repeat back what you hear to ensure understanding. You could say, "What I heard you say is that you really need a quick start and you have a limited budget, do I have that right?"

Take good notes and record your calls in case other stakeholders need to hear and see the information.

  1. Offer to connect your prospects to your customers.

As recently as 2017, we saved references until the very end and they were an afterthought in the process. Today, we ask if it would be helpful to talk with two or three people who went through this process last year and can let you know the good, the bad, and the areas they wish they did something different.

By putting our prospects in touch with our customers, we are opening the channels of communication, and better leveraging the flywheel.

  1. Include prospects in your ecosystem.

Including prospects in your webinars, customer events, special updates, user groups, and online forms give them a sense of belonging before they make a purchase.

It is the opposite of holding back or having an "I can’t give that to you until you" buy mentality. Instead, you could say "Why don’t you spend a little time in our customer knowledge base?" which is more inclusive and gives them a chance to build community with your existing customers.

  1. Do frequent check-ins through the process and after the purchase.

I like to make sure I am connecting in some form every few days. That often looks like sending over a product video, blog article, or podcast I think they would be interested in. Or to keep things simple, I’ll send a "What can I do for you today?" email.

After the purchase is complete, we tell our customers that we will be with them for a year. I will check in twice and be available whenever you need me. This provides trust and transparency well after the ink on the deal is dry, which is especially helpful if you plan to provide another offering to them in the future..

When you are looking to upsell, make sure you’re crystal clear on what your customer needs and provide it — sometimes it's a discount, an updated product, or an acceleration of a feature. The ability to do everything you can to make it easy to buy is sure to delight a customer for the long-term.

  1. Ask for feedback.

Once you have the deal, ask what you could have done differently and what you need to improve. We use a net promoter score (NPS) survey to make sure we know what people like and what missed the boat.

With practice and intention, you can create a delightful sales experience for your customers time and time again. A helpful best practice is to assemble a Delighting the B2B Sales Experience playbook with all your best definitions, technology, advice, and FAQ so that the entire sales team can create a repeatable effective process.

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