The PreSales Handbook
Dr. Johannes Hangl
PreSales Unveiled: Discover, Qualify Hard, Tell the Story, Win Trust, and Stay Honest
What’s in for you?
In an era where Software as a Service (SaaS) has transformed the technological landscape, effective PreSales has emerged as the linchpin of successful business deals. Dive deep into the nuanced world of SaaS and unravel the intricate tapestry of PreSales with this comprehensive guide.
“The PreSales Handbook” offers readers a bird’s eye view of SaaS’s essence while grounding them in the tangible realities of PreSales. Understand the key characteristics of SaaS, its advantages, and how it diverges from traditional software distribution models.
PreSales is more than a process; it’s an art and a science combined. Discover the roles and responsibilities of a PreSales professional, the mindset required for success, and the ethical considerations underpinning every decision. Navigate the labyrinth of the buying and selling process, the demo’s art, and the objection handling’s intricacies.
Unearth the strategies for effective selling, master the technique of Proof of Concept execution, and stay ahead of the curve with insights into future SaaS trends. From understanding your silent competitor to positive positioning and personal branding to leadership in PreSales, every chapter is a treasure trove of knowledge.
But the journey doesn’t end there. With sections dedicated to metrics, KPIs, tools, and technologies, you’ll be equipped with all the resources to stay updated and drive continuous improvement.
Whether you’re a seasoned PreSales professional or just starting, this guide offers a wealth of information, strategies, and best practices. It’s not just a book; it’s an investment in your SaaS PreSales journey.
Grab your copy now and elevate your PreSales game in the dynamic world of SaaS.
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Demonstrating To Win!
Robert Riefstahl
Performing a demo can feel like you’re leading an expedition through hazardous conditions. Often prospects feel the same, and they want to run back to the safety of technology they know. You have to coax them along to guide your prospect to your solution.
It can feel like an overwhelming task, but Robert Riefstahl has the tactics you need to become the best in your field. He outlines how to identify and avoid “Demo Crimes,” build a value case for your solution, winning demo techniques, and ways to manage your audience’s personalities. Don’t give poorly constructed and mediocre demos. Demonstrate to win with this guide for demonstrating complex products
Sales and Sales Engineering leaders across the world have used the Trusted Advisor label hundreds of times over the past twenty years. Yet it really doesn’t mean that much without a lot of explanation. You may be thinking about some of these questions right now. Becoming a Trusted Advisor is not as simple as it sounds, which is why so many organizations either never try or make a half-hearted effort. Trusted Advisor – two words, five syllables, and fifteen letters hide a massive complexity. For the first time ever, there is now a book specifically designed to start the individual Sales Engineer on the journey to becoming a Trusted Advisor. Section One covers how to define and actually measure trust with your clients. Section Two looks at the practical aspects involved in building trust through Discovery, Presentations, Demos, and all the other standard activities of an SE. Section Three examines how to get started and put it all into practice – both for individuals and for SE teams. This is not one of those tiny 40-page eBooks. It’s over 150 pages of thoughts, ideas, best practices, and real-life examples based on dozens of clients and thousands of students who have already taken the workshop.
Doing Discovery
Peter Cohan
A head of sales commented, “80% of my team believes they do a good job with discovery, but sadly they do not – they don’t know what they don’t know…!”
Where do you stand with your discovery skills?
Level 1: Uncovers statements of pain;
Level 2: Uncovers pain and explores more deeply;
Level 3: Uncovers pain, explores deeply, broadens the pain and investigates the impact;
Level 4: Uncovers pain, explores and broadens, investigates impact and quantifies;
Level 5: Uncovers pain, explores and broadens, investigates impact, quantifies and reengineers vision;
Level 6: Applies these skills to the broad range of prospects represented across the Technology Adoption Curve, “burn victims”, disruptive and new product categories, transactional sales cycles, and other scenarios;
Level 7: Integrates and aligns the skills above into a cohesive discovery methodology.
Most sales, presales, and customer-facing teams are operating at Level 2 or 3, with a few at Level 4 – this leaves a lot of room for improvement!
And, as Cohan notes, “the vendor who is perceived by the prospect as doing a superior job in discovery is in a competitively advantageous position.”
Great Demo!
Peter Cohan
Delivering effective demos is an art. One that takes lots of skill and practice. And, even if you’re a pro at demoing, you might be looking for a new strategy to up your game. Great Demo! outlines a proven methodology for improving your demos.
Peter Cohan shares his experience from delivering and viewing thousands of demonstrations. Deliver intelligent automated demos that are highly compelling using what he refers to as the “Do the Last Thing First,” concept. This book offers a straightforward process that can easily be applied to the demos you’re already doing every day.
Look Me In the Eye
Julie Hansen
Video calls and online meetings aren’t going away. The way we interact with colleagues and customers has shifted from in-person to largely online. So what happens when the skills we have for selling face-to-face fall flat on camera?
You still need to establish the same amount of credibility in virtual meetings, but many people make accidental blunders on camera that can derail the conversation and even the entire deal. Whether you’re interacting with customers or creating automated demos, this guide provides all you need to know to create a near in-person experience in a virtual or hybrid world.
Never Split the Difference
Chris Voss, Tahl Raz
Life is a series of negotiations you should be prepared for: buying a car, negotiating a salary, buying a home, renegotiating rent, deliberating with your partner. Taking emotional intelligence and intuition to the next level, Never Split the Difference gives you the competitive edge in any discussion.
Nonviolent Communication
Marshall B. Rosenberg
What is Violent Communication?
If “violent” means acting in ways that result in hurt or harm, then much of how we communicate—judging others, bullying, having racial bias, blaming, finger pointing, discriminating, speaking without listening, criticizing others or ourselves, name-calling, reacting when angry, using political rhetoric, being defensive or judging who’s “good/bad” or what’s “right/wrong” with people—could indeed be called “violent communication.”
What is Nonviolent Communication? Nonviolent Communication is the integration of four things:
• Consciousness: a set of principles that support living a life of compassion, collaboration, courage, and authenticity
• Language: understanding how words contribute to connection or distance
• Communication: knowing how to ask for what we want, how to hear others even in disagreement, and how to move toward solutions that work for all
• Means of influence: sharing “power with others” rather than using “power over others”
Nonviolent Communication serves our desire to do three things:
• Increase our ability to live with choice, meaning, and connection
• Connect empathically with self and others to have more satisfying relationships
• Sharing of resources so everyone is able to benefit
Rule of 24
Bob Riefstahl, Dan Conway
The old ways of doing business to business (B2B) sales don’t work anymore. Changes to the market have been happening for years, and recent global events have only increased the rate those changes are happening. The old sales strategies aren’t working anymore. Strategies that used to be effective no longer achieve the desired results. Don’t remain stuck in the past.
Robert D. Riefstahl and Daniel J. Conway have discovered a new way forward: The Rule of 24.
The Rule of 24 will show you how to audit yourself, your industry and learn exactly what your customer is expecting from you. Then use that knowledge to transform your sales process by utilizing the power of extreme personalization. Become a master of all of your selling mediums and crush your competition. The rules have changed, but that doesn’t mean your future is uncertain. Understand what’s coming next and how to deal with it.
Selling Is Hard. Buying Is Harder
Garin Hess
If you’ve found that the linear sales process you’ve lined out for customers isn’t working anymore, that’s probably because to the customer, the buying process isn’t linear. In fact, it’s extremely disjointed and doesn’t involve sales as much as you think. Sales must shift from a seller-centric attitude to a buyer-focused one. You need to become a buyer coach.
This book is the handbook for implementing a Buyer Enablement strategy. Which makes sense, since Garin coined the term during the early startup days of Consensus over seven years ago. Since then, we’ve covered the topic plenty and even made a simplified guide to help get you started on a Buyer Enablement strategy for your own organization. Seen all that already and still want more? Go right to the source with Selling is Hard, Buying is Harder.
Additional
Title and Author | Topic | Quick Summary |
---|---|---|
You Can’t Teach a Kid to Ride a Bike at a Seminar” by David Sandler and David Mattson | Sales | People make buying decisions emotionally and justify them logically. |
When: The Scientific Secrets of Perfect Timing” by Daniel H. Pink | Psychology | Everyone knows that timing is everything. But we don’t know much about timing itself. Our lives are a never-ending stream of “when” decisions: when to start a business, schedule a class, get serious about a person. Yet we make those decisions based on intuition and guesswork. |
Deal Crash: The ‘Growth Mindset’ Sales Strategy For Transforming Your Win Rate” by Daryn Mason, | Sales | DEAL CRASH is not another book on selling. It’s about how your organisational culture is preventing your sales success. |
Selling in a Crisis: 55 Ways to Stay Motivated and Increase Sales in Volatile Times” by Jeb Blount | Sales | In “Selling in a Crisis,” Jeb Blount provides 55 practical tips to help sales professionals stay motivated, keep their pipeline full, and increase sales during volatile times, emphasizing the importance of resilience and adaptability. The book offers strategies to find opportunities in adversity, handle objections, and protect your career and income. |
Inbound Selling” by Brian Signorelli | Sales | “Inbound Selling” by Brian Signorelli explains how the rise of inbound marketing has empowered buyers, reducing their reliance on sales reps. The book provides a step-by-step guide for sales professionals to adapt to this shift, emphasizing the need for new strategies to meet the needs of informed customers and thrive in the modern sales landscape. |
New Sales. Simplified.” by Mike Weinberg | Sales | “New Sales. Simplified.” by Mike Weinberg provides a straightforward formula for prospecting, developing, and closing deals, emphasizing the importance of new accounts for business growth. The book offers practical tips to avoid common sales mistakes, build trust with prospects, and effectively use various communication tools to secure new business. |
Six Habits of Highly Effective Sales Engineers” by Chris White | PreSales | “The Six Habits of Highly Effective Sales Engineers” by Chris White outlines a framework of six essential habits to enhance technical selling skills and drive better results. The book emphasizes building strong relationships, mastering discovery, crafting compelling stories, practicing delivery, performing engaging demos, and continuously improving to excel as a Sales Engineer. |
The Sales Acceleration Formula” by Mark Roberge | Sales | “The Sales Acceleration Formula” by Mark Roberge offers a data-driven, scalable approach to growing revenue and building a successful sales team. The book provides actionable formulas for hiring, training, managing, and generating demand, demonstrating how sales can be predictable and process-oriented rather than an art form. |
To Sell Is Human” by Daniel H. Pink | Sales | “To Sell Is Human” by Daniel H. Pink explores the pervasive nature of selling in our daily lives, arguing that everyone is involved in sales in some form. The book offers new insights into the art and science of persuasion, presenting practical strategies for effectively moving others and transforming how we approach work, school, and home interactions. |
“Secrets of Closing the Sales” by Zig Ziglar | Sales | “Secrets of Closing the Sale” by Zig Ziglar offers practical advice on mastering the art of persuasion, emphasizing the importance of making others say “Yes.” The book includes over 100 closing techniques, 700 insightful questions, and tips from top salespeople, making it a valuable resource for anyone looking to improve their sales skills. |
“The Only Sales Guide You’ll Ever Need” by Anthony Iannarino | Sales | Anthony Iannarino’s book reveals that the key to sales success lies in the seller’s mindset and actions, not the market or product. It outlines essential traits like self-discipline, accountability, competitiveness, resourcefulness, storytelling, and diagnosing customer needs, providing a comprehensive guide for any salesperson to improve their results. |
“The New Strategy Selling” by Robert B. Miller, Stephen E. Heiman, and Tad Tuleja | Sales | “The New Strategic Selling” by Miller Heiman introduces the concept of ‘win-win’ selling, transforming sales and marketing by rejecting manipulative tactics. This third edition addresses the evolving B2B sales landscape with real-world examples, competitive strategies, and solutions to common challenges, making it essential for sales professionals. |
$100M Offers: How To Make Offers So Good People Feel Stupid Saying No” by Alex Hormozi | Sales | “$100M Offers” details how Alex Hormozi transformed his struggling business into a $120 million success by creating irresistible offers. The book provides strategies for pricing, targeting niche markets, enhancing product value, and using scarcity and urgency to drive sales, making it a comprehensive guide for achieving significant business growth. |
“The Greatest Salesman in the World” by Og Mandino | Sales | With this bestseller, you can learn how to transform your life through the story of Hafid, a camel boy who lived 2,000 years ago and the ten ancient scrolls containing the wisdom necessary for him to achieve all his ambitions. This is the sequel to the inspirational motivational classic. |
“Dotcom Secrets: The Underground Playbook for Growing Your Company Online with Sales Funnels” by Russell Brunson | Sales | “DotCom Secrets” by Russell Brunson is a guide to mastering sales funnels to grow your online business. The updated edition reveals Brunson’s secrets for generating leads and increasing conversions, focusing on fixing funnel issues to attract more customers and boost profitability. |
“I Hear You: The Surprisingly Simple Skill Behind Extraordinary Relationships” by Michael S. Sorensen | Active Listening | This book introduces the powerful communication skill of validation, offering practical techniques to improve relationships by calming concerns, increasing appreciation, resolving arguments, and providing effective support. It promises to enhance your interactions with spouses, colleagues, friends, and family through simple, proven methods. |
“Active Listening Techniques: 30 Practical Tools to Hone Your Communication Skills” by Nixaly Leonardo, “Crucial Conversations” by Kerry Patterson, Joseph Grenny, Ron McMillan, Al Switzler | Active Listening |
“Active Listening Techniques” provides 30 practical tools to enhance your listening skills, helping you ensure others feel respected and understood. The book covers basics like paraphrasing and nonverbal cues, offers strategies for everyday application, and teaches how to manage conflict through active listening. |
“Just Listen” by Mark Goulston | Active Listening | Column 3 Value 18 |
“The Art of Communicating” by Thich Nhat Hanh | Active Listening | Column 3 Value 19 |
“Talk Lean” by Alan H. Palmer | Active Listening | Column 3 Value 20 |
“Influence” by Robert Cialdini | Active Listening | Column 3 Value 21 |
“How to Win Friends and Influence People” by Dale Carnegie | Psychology | Column 3 Value 22 |
“Thinking, Fast and Slow” by Daniel Kahneman | Psychology | Column 3 Value 23 |
“Predictably Irrational” by Dan Ariely | Psychology | Column 3 Value 24 |
“The Psychology of Selling” by Brian Tracy | Psychology | Column 3 Value 25 |
“Optimize: How to Attract & Engage More Customers” by Lee Odden | Marketing | Column 3 Value 26 |
“Brainfluence: 100 Ways to Persuade and Convince Consumers with Neuromarketing” by Roger Dooley | Marketing | Column 3 Value 27 |
“Neuromarketing: Understanding the Buy Buttons in Your Customer’s Brain” by Patrick Renvoise and Christophe Morin | Marketing | Column 3 Value 28 |
“Likeonomics” by Rohit Bhargava | Marketing | Column 3 Value 29 |
“Purple Cow: Transform Your Business by Being Remarkable” by Seth Godin | Marketing | Column 3 Value 30 |