
Mastering Technical Sales
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Content
- Intro
- Contents
- Acknowledgments
- Introduction
- You, the Audience
- Using the Book
- The Bottom Line
- Chapter 1 What Is a Sales Engineer?
- Role #1: The Technical Engineer
- Role #2: The Salesperson
- Role #3: The Trusted Advisor and Consultant
- Role #4: The Explainer of All Things (the Storyteller)
- All the Other Skills
- Summary
- Chapter 2 An Overview of the Sales Process
- Definition of the Market
- The Marketing Campaign
- Lead Qualification
- Request for Proposal
- Discovery and First Customer Engagement
- Present, Demonstrate, and Propose
- Proof of Concept
- Negotiations: Closed Won or Closed Lost
- Post-Sales Support and Account Management
- Summary
- Chapter 3 Lead Qualification
- Lead Generation
- Initial Lead Qualification
- Lead Quality
- Monitoring the Incoming Leads
- Summary
- Chapter 4 The RFP Process
- The Creation of an RFP
- The Truth Behind Three RFP Myths
- The Go or No-Go Decision
- Response Team Infrastructure
- Scoring the RFP
- RFP Avoidance Strategies
- The Alternate Response
- Completing the RFP
- Presenting the RFP
- Summary
- Chapter 5 Technical Discovery
- Initial Research-Before the Main Engagement
- Prelude: The Three Behavioral Crimes of Discovery
- Tell
- Accept
- Guess
- The Basic Methodology
- The Inputs
- The Middle Layer/Process
- The Outputs
- The Visualization
- The (Optional) Magic Wand
- Summary
- Chapter 6 Goals Business Value Discovery 1: Pains and Gains
- The Sales Engineer Concept of Pain
- Latent Pain
- Current Pain
- Vision Pain
- How Not to Talk About Your Technology
- The Heart of the Process
- Gather a Complete List
- Verify That the List Is Complete
- Ask Permission to Add Your Own
- Prioritize the List
- Summary
- Chapter 7 Business Value Discovery 2: Time, Money, and People
- The BVD Quadrants
- How Do You Know It Is a Problem (Evidence)?
- What Is the Size of the Problem (Impact)?
- How Will You Know When It Is Fixed (Evidence)?
- What Is the Impact of the Problem Going Away?
- Questions About Questions
- The Closed-Ended Questions
- The Open-Ended Question
- The Nonquestion Question
- Answers About Answers
- The 3WM+M Approach
- The Time, Money, and People Approach
- You Can Be the Expert
- The Preliminary Financial Checkpoint-a Cost/Impact Comparison
- Summary
- Chapter 8 The FABulous Sales Engineer
- Some Basic Definitions
- The Sales Engineer Problem
- A Classic Nontechnical Example
- A More Functional Example
- The Fuzziness of Benefits
- FAB in a Zero Discovery Setting
- Back to Being FABulous
- Summary
- Chapter 9 Successful Customer Engagement
- The Technical Account Plan
- People: The Organizational Chart
- Installs: The Product Chart
- Projects: The Initiative Chart
- "Coolness": The Technology Adoption Chart
- First Contact
- Where to Focus
- Find a Coach
- Now What?
- Summary
- Chapter 10 The Perfect Pitch: Structure
- Pay Attention to the Attention Curve
- Developing a Focused Message
- Start with Structure: Success = RM + 3KP
- Drill Down on Solution and Proof Points
- Organize the Ideas
- Focus the Key Points
- Transfer to Your Delivery Mechanism
- Summary
- Chapter 11 The Perfect Pitch: Delivery
- Nonverbal Delivery Skills
- Physical Appearance
- Posture
- Eye Contact
- Gestures
- Movement
- Facial Expressions
- Verbal Delivery Skills
- Pace
- Pitch
- Tone
- Volume
- Articulation
- Start with a Bright and Beautiful Beginning
- Make a Fantastic Finish
- Using Your Nervous Energy
- Presenting to Large Groups
- Summary
- Chapter 12 The Dash to Demo
- Why Does the Dash to Demo Occur?
- Failing to Plan Is Planning to Fail
- The Agenda
- Before You Even Start
- Preparing the Way
- Engaging the Audience
- Back to the Dash to Demo
- Checkpoint Charlie
- Summary
- Chapter 13 Building the Demo
- The Pain of the Demo (Customer Perspective)
- Introducing the Demo GPS Roadmap
- Building the Demo GPS Roadmap
- Using the Demo GPS Roadmap
- Summary
- Chapter 14 Remote Demonstrations and Presentation
- The Basic Premise
- Advantages and Disadvantages
- Know Your Customer
- Know Your Technology
- Know Your Product and Know Your Demo
- Summary
- Chapter 15 Whiteboarding and Visual Selling
- The Power of Whiteboarding
- The Drawbacks of Whiteboarding
- Whiteboarding Within the Sales Cycle
- Getting Started
- The Overall Content
- The Visuals
- Whiteboarding Mechanics 101
- Stance
- Timing and the Chunk
- Cadence and Rhythm
- Speed and Handwriting
- Artistic Ability and Iconization
- The Implications of Color
- Some Shortcuts (Cheats) from Customers
- Using the Whiteboard as a Closing Tool
- Summary
- Chapter 16 Storytelling
- The Good and the Bad of Stories and Sales
- What Makes a Good Story-Structure and Syntax
- Fine-Tuning the Story-Grammar and Numbers
- A Special Case-The Conversational Customer Reference Story
- Summary
- Chapter 17 Evaluation Strategies
- The Effort Scale (How Did We Get Here?)
- Creating the Project Plan
- How Do You Define Success?
- How to Win: Determining the Success Criteria
- Evaluating the Success Criteria
- Intellectually Closing the Deal
- Running a Proof of Concept
- Phase 1: Document the Success Criteria
- Phase 2: Mini-Discovery
- Phase 3: Development
- Phase 4: Test
- Phase 5: Deployment
- Phase 6: Demonstration and Validation
- Phase 7: Presentation of Results
- Don't Forget Training and Documentation
- Don't Forget the Competition!
- And Don't Forget the People
- The Technical Win
- Summary
- Chapter 18 Answering Questions
- Listen, Accept, Clarify, and Execute-The LACE Strategy
- Listen to the Customer
- Accept the Question
- Clarify Everything
- Execute the Answer
- Categorizing the Questions
- The Standard Question
- The Coach Question
- The Competitive Question
- The Consultants Question
- The Seymour Question
- The Hostile Question
- Summary
- Chapter 19 The Trusted Advisor Sales Engineer
- The Quantitative Benefits of Trust
- Defining the Trusted Advisor
- An Introduction to the Trust Equation
- Credibility (C)
- Reliability (R)
- Intimacy (I)
- Self-Orientation (S)
- Positivity (P)
- The Automatic Trust Advantage of the Sales Engineer
- Creating Your Own Trust Scale
- Calculating the T Score
- Using Trust in the Buying Process
- Some SE Specifics
- Summary
- Chapter 20 The Executive Connection
- An Executive Definition
- What Do They Want from You?
- Plan the Meeting
- Setting the Stage
- Follow the Money
- Setting the Goals of the Meeting
- You Are the Expert
- Execute the Meeting
- Presentation Ideas
- Answering Questions
- Follow-Up After the Meeting
- The Informal Executive Connection
- Summary
- Chapter 21 Doing the Math and Proving Business Value
- Proving the Value
- How Do Customers Assess Value?
- Typical Assessment Methods
- The Importance of Time to Value
- Closing the Loop
- The Customer Does Have to Spend Money, Too
- How Do Customers Create Budget?
- Value Engineering and FinOps
- Cloud Financial Operations
- The Emotional Return on Investment
- Summary
- Chapter 22 The New SE: Getting Started
- The Ramp Process
- Setting Goals with Your Manager
- The Need to Succeed
- Boot Camp
- Develop a 30-/90-/180-Day Plan
- The Overall 30-90-180 Structure
- The First Six Months
- Find a Mentor
- Read the Manual
- Watch the Movies
- Join the Club
- Master the Product
- Work in the Factory
- Practice, Practice, Practice
- Know Your Customer Stories
- Use Your Product (If You Can)
- Get Feedback-from Everyone
- Summary
- Chapter 23 Creating Your Personal Brand
- Defining Personal Brand
- Building the Foundation
- Creating the Statement
- Using and Living the Brand
- Honesty and Ethics
- Summary
- Chapter 24 Selling with and Through Partners
- The Different Forms of Partnership
- Working the Relationship and the Infrastructure
- Defining Account Ownership
- Rules of Engagement
- Categorizing the Partners
- Partner Enablement
- The Special Role of the Partner Engineer
- Summary
- Chapter 25 Competitive Tactics
- The Competitive Landscape
- Your Number One Competitor
- Identify Your Competition
- Know Thine Enemy
- Five Competitive Strategies for the SE
- The Frontal Strategy
- The Flanking Strategy
- The Fragment Strategy
- The Defend Strategy
- The Develop Strategy
- The Customer and the Competition
- Reversing the Dirt
- Summary
- Chapter 26 Using the CRM System
- Why CRM Is Your Best Friend
- Time and People Management
- The Beauty of Repeatability
- Using the Features and Tapping Organizat
- CRM and Personal Gain
- Annual Review Time
- Summary
- Chapter 27 Compensation (Show Me the Money)
- The Basic Components of a Plan
- Fixed (Base) Salary
- Variable Pay
- MBOs and General Performance
- Stock Options and Equity
- Other Plans
- Leveraging the Plan
- Ramping
- Who Else Cares?
- Negotiating the Plan
- What Is a Target?
- Building the First Plan
- Summary
- Chapter 28 Moving into Sales
- Skill Building
- You Want to Do What?
- Preparing for the Transition
- What Are My Chances?
- What Should I Expect?
- Making It All Work
- Summary
- Chapter 29 Career Progression
- Some Typical Organizational Structures
- Behavioral Competencies
- Functional Competencies
- The Many Paths to Greatness
- Summary
- Chapter 30 Becoming an Effective Subject Matter Expert/SE Specialist
- The Drivers of SE Specialization
- Becoming the Subject Matter Expert
- Various Types of SME Teams and Positions
- Team Technical Selling-and Why It's Hard to Do
- Team Technical Selling-the Effective SME
- The Seven Sins of Team Selling
- Summary
- Chapter 31 The Hiring and Interview Process
- The Hiring Process-Manager View
- The Job Description
- The Real Job Description
- Looking in All the Usual and Unusual Places
- The Interview-Manager Side
- The Hiring Process-Candidate View
- The Screening Call
- The Hiring Manager
- SE Leadership (Director/VP)
- The Salespeople
- Closing the Deal-Moving from Recruit to Attract
- Summary
- Chapter 32 Time Management for the Sales Engineer
- Tempus Fugit (Time Flies)
- The Distractions, Objectives, and Gains
- Taking the DOG for a Walk
- Creating a Tactical Time System
- Starting the Day
- Running the Day
- End of Day
- Summary
- Chapter 33 Managing Yourself by the Metrics
- Some Basic Metrics Philosophy
- Getting Started
- Learning and Growth
- Process
- Customer
- Finance
- Maximizing the Metrics for Personal Gain
- Here Be Dragons (Pitfalls to Avoid)
- Summary
- Chapter 34 Final Words
- Show Your Passion
- The Work-Life Balance
- Show Your Time to Value
- Build the Relationships
- Challenge Yourself and Others
- Appendix: More About Mastering Technical Sales
- About the Author
- Index
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