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Inbound Certification
Brought to you by HubSpot Academy
Taking Your Sales Process Inbound
Professor: David Shepherd
CLASS 11
1 WHAT IS
INBOUND SALES?
INBOUNDTRADITIONAL
vs.
Cold Calling
Information gatekeepers
Static pitch
Seller - Centric
Attract with content
Be an open book
Leverage the buyer’s context
Buyer - Centric
INBOUNDTRADITIONAL
vs.
What defines
inbound sales?
WHAT IS A
KEYWORD?
“Buyers have more information
available to them, and higher
expectations for a relevant,
personal experience when
making a purchase.
Giving them that relevant,
personal, “delightful” experience
that is driven by their needs and
happens on their timeline is what
an inbound approach to sales is
all about.”
-Brian Halligan
60%of a buyer’s purchase decision has already been
made before even talking to a sales rep.
Evolve our selling in order to keep up with your
customer’s buying habits.
2
HOW CAN YOU
TRANSFORM THE
WAY YOU SELL?
Transform the way you target accounts.
Transform the way you connect with accounts.
Transform the way your prospects perceive you as a salesperson.
BEST PRACTICES FOR EFFECTIVELY
TRANSFORMING THE WAY YOU SELL
Transform the way you prospect accounts.
Transform the way you target accounts.
Transform the way you connect with accounts.
Transform the way your prospects perceive you as a salesperson.
Transform the way you prospect accounts.
BEST PRACTICES FOR EFFECTIVELY
TRANSFORMING THE WAY YOU SELL
Make sure you are targeting
the right people.
The Buyer’s Journey
From the buyer’s perspective
Awareness
Consideration
Decision
Lifecycle stages
From the marketer’s perspective
ALL LEADS THAT YOU CONVERT
SHOULD BE PASSED ONTO SALES
True or false?
ALL LEADS THAT YOU CONVERT
SHOULD BE PASSED ONTO SALES
Not all leads are a good fit and not all leads will be ready to buy. Ideally, leads
will be filtered before they get passed on to sales. That’s why it’s extremely
important to understand your prospect’s lifecycle stage, and where they fall in
the buyer’s journey.
Answer: False!
True or false?
Transform the way you target accounts.
Transform the way you connect with accounts.
Transform the way your prospects perceive you as a salesperson.
Transform the way you prospect accounts.
BEST PRACTICES FOR EFFECTIVELY
TRANSFORMING THE WAY YOU SELL
1. Company information
2. Read about their industry
3. Check social media
4. Lead intelligence
RESEARCH YOUR LEAD THOROUGHLY
COMPANY
INFORMATION
• Company size
• Annual revenue
• What they sell
• Who they sell to
• Role of lead within the company
• Are there any other key players that
may be involved?
UNDERSTAND THE
BUSINESS
• Company news
• New funding
• Are they hiring?
• Territory expansion
• Upcoming events
• LinkedIn profiles
• Shared contacts
• Shared groups
SOCIAL MEDIA
• 73% of salespeople using social media
actually outperformed their colleagues
who weren’t using it.
• Is your lead actively talking with
other companies?
• Is your lead researching other needs?
LEAD INTELLIGENCE
Monitor the lead’s engagement
with your company.
• What did they download?
• What pages did they look at?
• What emails are they reading?
• What is resonating with them?
Determine the goal of the call
before getting on the phone.
Transform the way you target accounts.
Transform the way you connect with accounts.
Transform the way your prospects perceive you as a salesperson.
Transform the way you prospect accounts.
BEST PRACTICES FOR EFFECTIVELY
TRANSFORMING THE WAY YOU SELL
• Build rapport
GUIDELINES FOR TRANSFORMING
THE WAY YOU CONNECT
• Build rapport
• Know your audience
GUIDELINES FOR TRANSFORMING
THE WAY YOU CONNECT
• Build rapport
• Know your audience
• Speak the prospect’s language
GUIDELINES FOR TRANSFORMING
THE WAY YOU CONNECT
• Build rapport
• Know your audience
• Speak the prospect’s language
• Be helpful
GUIDELINES FOR TRANSFORMING
THE WAY YOU CONNECT
Transform the way you target accounts.
Transform the way you connect with accounts.
Transform the way your prospects perceive you as a salesperson.
Transform the way you prospect accounts.
BEST PRACTICES FOR EFFECTIVELY
TRANSFORMING THE WAY YOU SELL
Be a sales educator.
In order to put yourself in the position to
educate your prospects, you need to
become the ultimate listening machine
and truly understand your prospect’s
pains and challenges.
Make your sales organization human again.
People buy from people. You need to break down the walls of humanity and not
come off as a sales robot that is static no matter who you are talking to.
Become trusted advisors.
Focus on building your personal brand as a thought leader in your space.
Remember, people buy from people that they like and trust.
Transform the way you target accounts.
Transform the way you connect with accounts.
Transform the way your prospects perceive you as a salesperson.
BEST PRACTICES FOR EFFECTIVELY
TRANSFORMING THE WAY YOU SELL
Transform the way you prospect accounts.
Ready for more?
Get the full class experience and more
with the free Inbound Certification.
WHAT DOES A DAY IN THE
LIFE OF AN INBOUND
SALES REP LOOK LIKE?3
Imagine you work for a
software development
company and this
inbound lead appears
in your inbox.
First, you need to
do research.
ABOUT PAGE
• About HubSpot
• Past/upcoming events
• Management
• Directors & advisors
• HubSpot in the press
CASE STUDIES
• HubSpot case studies
• Who are they working with?
• Who do they typically sell to?
HOME PAGE
FOOTER
• Locations
• Contact information
• Are they hiring?
• What do they sell?
NEWS
• Stay up to date
• Company news
• Industry terminology
• Recent press releases
COMPANY LINKEDIN
• Company size
• Company employees
• Recent updates
• Careers
• Products
INDIVIDUAL LINKEDIN
• His exact title
• Where he used to work
• Shared connections
• Shared groups
• Relevant “specialties”
• Andy says he’s friendly
• His hobbies
• Recommendations
Always look at company/individual Twitter pages.
An example of how to start:
“Hi Andy, it’s Dave from Inbound
Corporation. I saw that you recently
downloaded our eBook on how to
generate more business on Facebook. I
had a chance to take a look at your
Facebook page and website and have a
few suggestions for how you can get more
business. Was there anything in particular
you were looking for help with?”
Then you can take one of the two paths:
A. “What are you looking for help with?”
B. “Well, I’ve been talking to a number of
marketing agencies recently, and I
keep running across two issues that
they’re facing right now. First off,
they’re trying to figure out what is the
best messaging to use on social
media. Secondly, they’re struggling to
prove an ROI with social media to
their clients. Have you or your team
ever dealt with these issues?
FLICKR USER NEROVIVO
DEFINITION OF A
POSITIONING STATEMENT:
An expression of how a given product, service, or brand fills a particular
consumer need in a way that its competitors don’t.
• The root, which must contain a reference to talking to a
bunch of people, just like them.
THREE PARTS OF A
POSITIONING STATEMENT
• The root, which must contain a reference to talking to a
bunch of people, just like them.
• Two separate positions, so that you have twice the chance
that what you say will resonate with the prospect.
THREE PARTS OF A
POSITIONING STATEMENT
• The root, which must contain a reference to talking to a
bunch of people, just like them.
• Two separate positions, so that you have twice the chance
that what you say will resonate with the prospect.
• Ask a question that gets them to elaborate on their
experience with the two positioning statements.
THREE PARTS OF A
POSITIONING STATEMENT
What happens if they don’t
pick up the phone?
Hi Andy,
You recently downloaded information on
how to grow your business with Facebook.
I researched your company, and have a
few suggestions on how Facebook can
actually help you drive more traffic to your
website.
Please let me know when you have a few
moments to speak. My name is Dave, and
I’m calling from Inbound Corporation, My
phone number is 857.555.5555.
Subject Line:
Using Facebook to Grow your Business
Hi Andy, per my message today –
You recently downloaded information on how
to grow your business with Facebook.
I’ve researched your company and have
suggestions on how Facebook can actually
help you drive more visitors to your website.
When do you have a few moments to
connect?
Best,
Dave
Voicemail 1 E-mail 1
Hi Andy,
You’ve been to our website and utilized our
resources. I’ve researched your company
and have a couple of suggestions on how
Facebook can drive more traffic to your
website. For example, by posting more
educational content to your Facebook page,
you can drive a lot more visitors.
I thought you might enjoy a 20 minute free
assessment of your website where we can
review more tips and suggestions that can
help you drive more traffic.
Please let me know when you have a few
minutes to speak. My name is Dave, and I’m
calling from Inbound Corporation. My phone
number is 857-555-5555. Let me know when
you have a chance to speak.
Subject Line:
Inbound Corporation Free Assessment
Hi Andy, per my message today –
You’ve been to our website and utilized our
resources. I’ve researched your company and
have suggestions on how Facebook can drive
more traffic to your website. For example, you
can help drive more traffic to your website by
posting more educational content.
Inbound Corporation offers a free 20 minute
assessment where we can review more tips and
suggestions that you can implement today.
When is the best time to connect?
Best,
Dave
Voicemail 2 E-mail 2
Hi Andy,
I wanted to reach out to you one last time
as I have suggestions on how your site
can work harder for you. If I do not hear
back from you, I’ll assume the timing isn’t
right.
Give me a call if you would like to speak
further. This is Dave, and I’m calling from
Inbound Corporation. My phone number is
857.555.5555.
Subject Line: Best Regards from Inbound
Corp
Hi Andy, per my message today –
I wanted to reach out to you one last time. I
have suggestions on how your site can work
harder for you. If I don’t hear back from you, I’ll
assume timing isn’t right.
My information is below should you have any
questions.
Best,
Dave
Break-up Voicemail Break-up E-mail
Provide a relevant, personal, and
delightful experience for each of your
prospects from start to finish.
GET INBOUND CERTIFIED.
START TODAY
Inbound Certification
Brought to you by HubSpot Academy

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Inbound Certification Class 11: Taking Your Sales Process Inbound

  • 1. Inbound Certification Brought to you by HubSpot Academy Taking Your Sales Process Inbound Professor: David Shepherd CLASS 11
  • 3.
  • 4.
  • 6. Cold Calling Information gatekeepers Static pitch Seller - Centric Attract with content Be an open book Leverage the buyer’s context Buyer - Centric INBOUNDTRADITIONAL vs.
  • 8. WHAT IS A KEYWORD? “Buyers have more information available to them, and higher expectations for a relevant, personal experience when making a purchase. Giving them that relevant, personal, “delightful” experience that is driven by their needs and happens on their timeline is what an inbound approach to sales is all about.” -Brian Halligan
  • 9. 60%of a buyer’s purchase decision has already been made before even talking to a sales rep.
  • 10. Evolve our selling in order to keep up with your customer’s buying habits.
  • 11. 2 HOW CAN YOU TRANSFORM THE WAY YOU SELL?
  • 12. Transform the way you target accounts. Transform the way you connect with accounts. Transform the way your prospects perceive you as a salesperson. BEST PRACTICES FOR EFFECTIVELY TRANSFORMING THE WAY YOU SELL Transform the way you prospect accounts.
  • 13. Transform the way you target accounts. Transform the way you connect with accounts. Transform the way your prospects perceive you as a salesperson. Transform the way you prospect accounts. BEST PRACTICES FOR EFFECTIVELY TRANSFORMING THE WAY YOU SELL
  • 14. Make sure you are targeting the right people.
  • 15. The Buyer’s Journey From the buyer’s perspective Awareness Consideration Decision Lifecycle stages From the marketer’s perspective
  • 16. ALL LEADS THAT YOU CONVERT SHOULD BE PASSED ONTO SALES True or false?
  • 17. ALL LEADS THAT YOU CONVERT SHOULD BE PASSED ONTO SALES Not all leads are a good fit and not all leads will be ready to buy. Ideally, leads will be filtered before they get passed on to sales. That’s why it’s extremely important to understand your prospect’s lifecycle stage, and where they fall in the buyer’s journey. Answer: False! True or false?
  • 18. Transform the way you target accounts. Transform the way you connect with accounts. Transform the way your prospects perceive you as a salesperson. Transform the way you prospect accounts. BEST PRACTICES FOR EFFECTIVELY TRANSFORMING THE WAY YOU SELL
  • 19. 1. Company information 2. Read about their industry 3. Check social media 4. Lead intelligence RESEARCH YOUR LEAD THOROUGHLY
  • 20. COMPANY INFORMATION • Company size • Annual revenue • What they sell • Who they sell to • Role of lead within the company • Are there any other key players that may be involved?
  • 21. UNDERSTAND THE BUSINESS • Company news • New funding • Are they hiring? • Territory expansion • Upcoming events • LinkedIn profiles • Shared contacts • Shared groups
  • 22. SOCIAL MEDIA • 73% of salespeople using social media actually outperformed their colleagues who weren’t using it. • Is your lead actively talking with other companies? • Is your lead researching other needs?
  • 23. LEAD INTELLIGENCE Monitor the lead’s engagement with your company. • What did they download? • What pages did they look at? • What emails are they reading? • What is resonating with them?
  • 24. Determine the goal of the call before getting on the phone.
  • 25. Transform the way you target accounts. Transform the way you connect with accounts. Transform the way your prospects perceive you as a salesperson. Transform the way you prospect accounts. BEST PRACTICES FOR EFFECTIVELY TRANSFORMING THE WAY YOU SELL
  • 26. • Build rapport GUIDELINES FOR TRANSFORMING THE WAY YOU CONNECT
  • 27. • Build rapport • Know your audience GUIDELINES FOR TRANSFORMING THE WAY YOU CONNECT
  • 28. • Build rapport • Know your audience • Speak the prospect’s language GUIDELINES FOR TRANSFORMING THE WAY YOU CONNECT
  • 29. • Build rapport • Know your audience • Speak the prospect’s language • Be helpful GUIDELINES FOR TRANSFORMING THE WAY YOU CONNECT
  • 30. Transform the way you target accounts. Transform the way you connect with accounts. Transform the way your prospects perceive you as a salesperson. Transform the way you prospect accounts. BEST PRACTICES FOR EFFECTIVELY TRANSFORMING THE WAY YOU SELL
  • 31. Be a sales educator. In order to put yourself in the position to educate your prospects, you need to become the ultimate listening machine and truly understand your prospect’s pains and challenges.
  • 32. Make your sales organization human again. People buy from people. You need to break down the walls of humanity and not come off as a sales robot that is static no matter who you are talking to.
  • 33. Become trusted advisors. Focus on building your personal brand as a thought leader in your space. Remember, people buy from people that they like and trust.
  • 34. Transform the way you target accounts. Transform the way you connect with accounts. Transform the way your prospects perceive you as a salesperson. BEST PRACTICES FOR EFFECTIVELY TRANSFORMING THE WAY YOU SELL Transform the way you prospect accounts.
  • 35. Ready for more? Get the full class experience and more with the free Inbound Certification.
  • 36. WHAT DOES A DAY IN THE LIFE OF AN INBOUND SALES REP LOOK LIKE?3
  • 37. Imagine you work for a software development company and this inbound lead appears in your inbox.
  • 38. First, you need to do research.
  • 39. ABOUT PAGE • About HubSpot • Past/upcoming events • Management • Directors & advisors • HubSpot in the press
  • 40. CASE STUDIES • HubSpot case studies • Who are they working with? • Who do they typically sell to?
  • 41. HOME PAGE FOOTER • Locations • Contact information • Are they hiring? • What do they sell?
  • 42. NEWS • Stay up to date • Company news • Industry terminology • Recent press releases
  • 43. COMPANY LINKEDIN • Company size • Company employees • Recent updates • Careers • Products
  • 44. INDIVIDUAL LINKEDIN • His exact title • Where he used to work • Shared connections • Shared groups • Relevant “specialties” • Andy says he’s friendly • His hobbies • Recommendations
  • 45. Always look at company/individual Twitter pages.
  • 46. An example of how to start: “Hi Andy, it’s Dave from Inbound Corporation. I saw that you recently downloaded our eBook on how to generate more business on Facebook. I had a chance to take a look at your Facebook page and website and have a few suggestions for how you can get more business. Was there anything in particular you were looking for help with?”
  • 47. Then you can take one of the two paths: A. “What are you looking for help with?” B. “Well, I’ve been talking to a number of marketing agencies recently, and I keep running across two issues that they’re facing right now. First off, they’re trying to figure out what is the best messaging to use on social media. Secondly, they’re struggling to prove an ROI with social media to their clients. Have you or your team ever dealt with these issues? FLICKR USER NEROVIVO
  • 48. DEFINITION OF A POSITIONING STATEMENT: An expression of how a given product, service, or brand fills a particular consumer need in a way that its competitors don’t.
  • 49. • The root, which must contain a reference to talking to a bunch of people, just like them. THREE PARTS OF A POSITIONING STATEMENT
  • 50. • The root, which must contain a reference to talking to a bunch of people, just like them. • Two separate positions, so that you have twice the chance that what you say will resonate with the prospect. THREE PARTS OF A POSITIONING STATEMENT
  • 51. • The root, which must contain a reference to talking to a bunch of people, just like them. • Two separate positions, so that you have twice the chance that what you say will resonate with the prospect. • Ask a question that gets them to elaborate on their experience with the two positioning statements. THREE PARTS OF A POSITIONING STATEMENT
  • 52. What happens if they don’t pick up the phone?
  • 53. Hi Andy, You recently downloaded information on how to grow your business with Facebook. I researched your company, and have a few suggestions on how Facebook can actually help you drive more traffic to your website. Please let me know when you have a few moments to speak. My name is Dave, and I’m calling from Inbound Corporation, My phone number is 857.555.5555. Subject Line: Using Facebook to Grow your Business Hi Andy, per my message today – You recently downloaded information on how to grow your business with Facebook. I’ve researched your company and have suggestions on how Facebook can actually help you drive more visitors to your website. When do you have a few moments to connect? Best, Dave Voicemail 1 E-mail 1
  • 54. Hi Andy, You’ve been to our website and utilized our resources. I’ve researched your company and have a couple of suggestions on how Facebook can drive more traffic to your website. For example, by posting more educational content to your Facebook page, you can drive a lot more visitors. I thought you might enjoy a 20 minute free assessment of your website where we can review more tips and suggestions that can help you drive more traffic. Please let me know when you have a few minutes to speak. My name is Dave, and I’m calling from Inbound Corporation. My phone number is 857-555-5555. Let me know when you have a chance to speak. Subject Line: Inbound Corporation Free Assessment Hi Andy, per my message today – You’ve been to our website and utilized our resources. I’ve researched your company and have suggestions on how Facebook can drive more traffic to your website. For example, you can help drive more traffic to your website by posting more educational content. Inbound Corporation offers a free 20 minute assessment where we can review more tips and suggestions that you can implement today. When is the best time to connect? Best, Dave Voicemail 2 E-mail 2
  • 55. Hi Andy, I wanted to reach out to you one last time as I have suggestions on how your site can work harder for you. If I do not hear back from you, I’ll assume the timing isn’t right. Give me a call if you would like to speak further. This is Dave, and I’m calling from Inbound Corporation. My phone number is 857.555.5555. Subject Line: Best Regards from Inbound Corp Hi Andy, per my message today – I wanted to reach out to you one last time. I have suggestions on how your site can work harder for you. If I don’t hear back from you, I’ll assume timing isn’t right. My information is below should you have any questions. Best, Dave Break-up Voicemail Break-up E-mail
  • 56. Provide a relevant, personal, and delightful experience for each of your prospects from start to finish.
  • 58. Inbound Certification Brought to you by HubSpot Academy