Read more about the article How Sales and Customer Success Can Use Persona Profiles to Win
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How Sales and Customer Success Can Use Persona Profiles to Win

Most companies have personas defined as part of their go-to-market strategy. Few companies actually make good use of them. Too often personas are given to reps as a reference without the coaching needed to use the information in their day to day job. The book Atomic Habits popularized the concept of 1% better everyday. Coaching your reps on using personas day-to-day is one of the ways front line managers can help your team become more customer centric each day. The result: more wins, more renewals, and a more personalized customer experience! What is a Persona A persona is a generalization…

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Your Closing Problem Might be a Discovery Problem

Have you found yourself frustrated by deals that seem promising but somehow never reach the finish line? It might be tempting to attribute this to a problem with your closing techniques, but what if I told you that the issue usually lies much earlier in the sales process? In my years of direct sales experience as well as conducting many pipeline and opportunity reviews for clients, I've noticed a recurring pattern: deals get stuck in limbo because they were never properly qualified as opportunities to begin with. This discovery problem isn't exclusive to new business sales; it affects expansion sales…

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7 Steps on How to Use Win/Loss Analysis to Improve Performance

Knowing why you won and why you lost is one thing but understanding how to apply this knowledge is what will ultimately allow you to make decisions that will enable positive change. The ultimate question we need to answer is how will the learnings from a win/loss analysis help you adapt, sell and engage more effectively so you can win more and lose less.  Once you’ve completed your analysis as discussed in this previous blog post it’s time to get tactical and put a plan in place on how you can adjust your execution to help you sell differently and…

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Learning to Adapt with Win/Loss Analysis

In every market and economic environment, there are winners and losers. In the past year there have been a disproportionate number of companies losing due to the macroeconomic changes. That said, losing does not have to be a foregone conclusion. By adapting your go-to-market strategy & tactics, organizations can avoid leaving money on the table whether we’re operating in good times or hard times.  There is a big risk to not adapting your approach. Following the same playbook and tactics that you relied on over the previous 12 to 24 months can have large pitfalls when there are changes in…

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