7. Steps to selling

Your sales figures rely on careful research and planning, authentic communication and tactical skills in persuasion and closing a sale. You can develop a successful sales process for your business using these 10 essential steps to selling.

 

Find customers

  • Research your potential customer base.
  • Identify your tactics for finding new customers in your sales and marketing plans.
  • Gather information about your customers’ needs, such as:
    • what motivates them to buy
    • what they prefer
    • what they spend their disposable income on.

 

Plan your approach

  • Review information you have gathered about your customers and their needs – make sure it is up to date.
  • Consider what products, services, or experiences you have that meet their needs.
  • Communicate with credibility.
  • Be clear about your purpose. Are you making contact to convey information, arrange a time to meet or hand over your business card?

 

Make initial contact

  • Approach your prospective customer in a way that comforts them and builds their trust in you. Use friendly and courteous body language, facial expressions, and manners.
  • Listen to their needs.
  • Use an anecdote or relevant fact to establish their interest. For example, describe a recent customer who received the kind of benefits they are looking for.
  • Where suitable use humour and be open and genuine.
  • Don’t take up more time than you need. Get to the point quickly.
  • Make an observation about something your customers have, or say, that relates to your products.

 

Confirm specific customer needs

  • Confirm an individual customer’s needs by listening to their requirements.
  • Ask questions that are relevant to your customer’s needs and your products. Questions can be:
    • direct – for example, ‘Do you have an interest to change your environment to cloud?’
    • open-ended – for example, ‘Tell me about the products you’re using at the moment.’
    • for clarification – for example, ‘So you’re really looking for a product you can use in environment x, is that right?’

 

Select the appropriate product or service

  • Consider your product range and choose the product, service or experience that best meets the needs you’ve identified.
  • If you have several options to choose from, pick one and focus on it.

 

Make the sales presentation

  • Present your product’s features but focus on its benefits.
  • Be enthusiastic and show your conviction.
  • Explain what makes your product different from the others.
  • Anticipate likely questions or reactions and be prepared to respond to them.
  • Use examples of your product’s success.
  • Use up-selling or cross-selling techniques to introduce your customer to related products.
  • If using a presentation, ensure it is up to date and tailored to your customer.
  • Be open in your presentation.

 

Handle objections

  • Be prepared for what customers will say and be ready to respond. For example:
    • Objection: ‘Sorry, I don’t have the time today’
    • Response: ‘No problems. I’m more than happy to book you a 10-minute test run another afternoon this week so you can take advantage of our complimentary offer’
  • Recognise your customer’s comments by acknowledging their views and then responding with solutions.
  • Ask questions about their views to find ways to address them.
  • Restate the customer’s objection. By saying it aloud, you can reduce its impact.

 

Close the sale

  • Look for signals that indicate the client is ready to make a purchase (e.g., they ask specific questions about availability or warranties).
  • Stop talking – give your customer a chance to fill the silence and say yes.
  • Offer a choice that assumes their purchase (e.g., ‘Would you prefer the a or b?’).
  • Address the customer’s minor questions or decisions about the product to eliminate all their obstacles.

 

Follow up

  • Offer after-sale service and deliver on whatever you’ve said you’ll do.
  • If you didn’t close the sale, follow up with additional opportunities or maintain the relationship.
  • Update your sales matrix and/or customer relationship management tool.
  • Check in with your customer after the sale to see if they are happy with the product.
  • Look for the next selling opportunity by drawing the customer’s attention to related products or upcoming specials.
  • Build on your rapport to establish a relationship over the longer term.

 

Review the sales

  • Gather information about your business’s sales performance and product popularity.
  • Do some customer research. You could use customer feedback forms to evaluate customer satisfaction.
  • Look for issues in product performance and take-up and identify where your sales tactics and sales team are most and least effective.
  • Consider what you have learned.

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