As business leaders, we have to accept some of this as the reality of the time of year. Certainly, we don’t want to come off as the Grinch who stole the spirit of the holidays. But does it make sense to put certain sales prospecting tactics in place and inspect them so that you can celebrate both the magic of the season and a robust start to 2025?

Here is a list of sales prospecting tactics that you can find in our eBook, Better Than the Best Prospecting Book Ever. This eBook includes 14 articles written by the Sales Experts at Anthony Cole Training Group to help you and your team stay on track this holiday season:

1. Why Prospects Do the Things They Do: Understanding the Customer Buying Motives
2. Prospects Do the Darndest Things: Handling Stalls, Objections, Questions, and Embellishments of the Truth
3. Do You Speak Prospect? The Importance of Question-Based Selling
4. Gone Fishin': Sales Prospecting Plan
5. The 4 Keys to Great Introductions
6. Identifying Your Ideal Prospect Persona | Selling to Zebras
7. The 3 Things Keeping You From Connecting With Your Prospects
8. 5 Tips for Asking Your Prospect Better Questions
9. The 8-Step Compelling Prospect Phone Call
10. Develop Your Sales Pipeline to Increase Sales
11. Leaving Great Voicemails: The Key to Outbound Lead Generation
12. The 7 Habits of Successful Salespeople
13. Relationship Selling is the Key to Your Sales Challenges
14. 4 Rules to Help Salespeople Maximize Initial Prospect Meetings

Download the eBook Better Than the Best Prospecting Book Ever and share it with your team. We wish you the happiest of holidays and the start of a great 2025! Let us know how we can help.

Think about your own salespeople. There are many reasons they fail to close business. Too often, they fail simply because they don’t muster the courage required at the beginning of the sales process. When they are prospecting, they are not prepared to ask the right questions, and they aren’t ready when their prospect asks them unexpected questions.

Closing should refer to the whole sales process, not just the end. Closing is about asking questions versus pushing a client in a certain direction. “The sale should close itself” – the process should be natural, not forced. If you’re a good negotiator and influencer, the close should happen on its own. According to Objective Management Group, the pioneer and leader in the sales evaluation arena, there are 13 specific skills that lead to success. In essence, closing is not about expert closing techniques; it is about having excellent qualifying skills.

Let’s focus on the top two attributes that are essential for closing:

1. Gets prospect to agree to make a decision: In your sales process, do your salespeople even ask the prospect if they are willing and able to make the decision? It is not uncommon for salespeople to deliver a proposal or a quote only to find that their “person” is not the ultimate decision-maker. Is that because they did not ask about the decision-making process? Or did they fail, in general, to communicate that they would deliver the proposal with the agreement that a decision would be made, Yes or No? Or did they even fail to clarify if the problems uncovered were compelling or costly enough to make a decision now or soon?

2. Not Likely to take “Think it Overs”: We call these TIOs, and they are the death of most unclosed deals. They can come in the form of “I really like your proposal and will get back to you,” or “Let me think about it and talk to the team.” These are all understandable responses, right? Not if you have utilized this expert closing technique: “When I deliver the proposal that addresses all of the issues you have shared, within the budget we discussed, I ask one thing – and that is for you to make a decision, yes or no. I would prefer to hear yes, but no is okay.” Think about your own pipeline and deals lost. How many of them are attributable to the dreaded “Think it overs”? When faced with this response, skilled salespeople know how to go back to the pain and the cost of not fixing the problem. They are able to remind the prospect of the urgency they shared, why it is a priority, and balance that with the right amount of patience.

Closing is not about the close. It is about understanding and helping the client solve their problems and take advantage of opportunities, acting in the role of a valued business partner.

by Alex Cole-Murphy with contributions from Objective Management Group and distributors

• The stage of the opportunities in the sales process
• Next steps to move the opportunities through the pipeline
• Likelihood of winning the business based
• Future sales revenue of all the opportunities in the pipeline

There are typically three challenges associated with the use of CRMs and pipeline management:

1. Validity – The true accuracy (validity) of the predictive nature of the CRM depends on ensuring that a milestone-centric sales process has been mapped and integrated into the CRM being used.

2. Credibility – Even if the right sales process is mapped and documented, there is still the element of GIGO—Garbage In, Garbage Out. If the sales team is entering opportunities into the pipeline just to appease management, without ensuring that the opportunities meet the criteria for each step in the sales process, companies will still face predictive problems with their pipeline. Furthermore, sales team engagement with using the CRM can often be a struggle.

3. Lack of helpful business intelligence – Entering data and obtaining raw numbers is one thing, but building the CRM for reporting that informs sales leaders on how salespeople are performing against their Sales Success Formula is another. Without comparative data, managers are merely monitoring activity without identifying whether there are problems in the process.

What a company should seek for sales process improvements are sales stage critical numbers and ratios, enabling sales managers to clearly and more accurately identify choke points in the sales process for each individual. Additionally, the data can and should inform managers and the organization if training and coaching are required to improve the sales team's effectiveness and results.

To make substantial sales process improvements, every company must invest in sales enablement tools, systems, and technology. However, data alone will not drive improvement. Solving these issues requires the following five steps:

1. Build a milestone-centric sales process that is part of the CRM and adhered to by the organization.

2. Create Sales Success Formulas for each salesperson based on their historical performance and agreed-upon sales goals. These formulas identify all the steps of the stage-based sales process and the sales team’s success in converting from one step to the next.

3. Monitor and update sales effort and execution data so that coaches can "catch issues early" for lead preservation and sales process improvements.

4. Use the data to develop intentional coaching strategies that help salespeople address specific challenges in either effort or execution.

5. Utilize metrics to measure success individually and collectively:

   • Percentage of salespeople hitting effort targets (outreach)
   • Percentage of salespeople improving conversion ratios at each step of the sales process
   • Average sale increases
   • Shifting the 80/20 rule to a 70/30 or 60/40 distribution
   • Improved validity and credibility of pipeline predictions
   • CRM adoption rates approaching or reaching 100%

Further validation: 87% of elite salespeople (the top 7%) follow a consistent and effective sales process, compared to only 20% of weak salespeople. To implement sales process improvements, start with these five steps.

Eloquently stated by Howard G. Hendricks:
“The measure of you as a leader is not what you do, but what others do because of what you do.”

This mindset of developing others is the hallmark of great leaders and effective sales coaches. How does that translate into actions and behaviors? An effective sales coach monitors the performance of their salespeople to identify areas for improvement and reinforces behaviors that lead to success. They also build confidence in representatives by providing them with the tools, skills, and training they need to succeed. This is what they do, but the importance of sales coaching lies in the how of coaching—helping a salesperson discover for themselves what is hindering their success by asking insightful questions and providing feedback at critical times. Practicing for upcoming calls, offering feedback on potential questions and challenges they may encounter—these are integral parts of the coaching process.

Here is a short list of opportunities a sales coach has to support their team, illustrating the importance of sales coaching:

• Make sure they have written goals.
• Help them follow those goals with a plan.
• Encourage them to take responsibility for their behaviors and success (no excuses).
• Provide tools and training to build strong self-confidence.
• Help them understand and develop supporting sales beliefs.
• Encourage them not to shy away from tough questions due to a need for approval (desire to be liked).
• Support their recovery from rejection.
• Provide opportunities to practice and get comfortable discussing money.
• Help them understand their own buying cycle and how it influences their sales process.
• Improve effective listening and questioning skills.
• Offer tips for building rapport and bonding early with prospects.
• Help them get comfortable uncovering budgets and price tolerances.
• Guide them in understanding why prospects buy.
• Increase their win rate with qualified proposals and quotes.
• Teach them the importance of reaching the decision-maker for decisions.

Much like a salesperson follows a stage-based sales process, a sales coach is more effective if they follow a coaching process.

If a sales coach does not provide insights, feedback, demonstrations, or encourage role-play, the salesperson may practice on clients without the chance to improve before critical calls. Sales coaching is all about helping salespeople get better at asking questions, listening to understand, drilling down, discovering motivation, securing commitments, practicing skills, refining strategies, and demonstrating effectiveness in qualifying, presenting, and closing situations. It is a daunting responsibility, but also highly rewarding when coaching leads to improvement and success.

Tips to ensure the most effective coaching approach:

• Determine specific coaching needs.
• Coach consistently with planned repetition.
• Keep sessions short.
• Determine the content or agenda in advance (pre-call plan).
• Prepare (the sales rep should practice the pre-call plan).
• Always agree on outcomes and actions to take.

Need more information on sales coaching? Click the button below to download our free eBook on the 9 Keys to Successful Coaching! 

Sales leaders must be both effective managers and great coaches by arming their salespeople with the skills to be successful and managing their strengths.

This week, we identify the final 5 keys to success in leading a sales team.

A good sales manager helps salespeople by arming them with the skills, knowledge, and strategies to help them be successful. A good coach motivates people by managing their strengths, hopes, and dreams, holding them accountable, and helping them recover from negative encounters. A good sales leader must be both a good manager and a good coach.

We have identified 10 keys to success in leading a sales team. In a previous blog, we dove into the first five keys. Today, we will expand on 6-10.

1. Guiding the team to set extraordinary goals
2. Managing excuse making
3. Understanding the Will to Sell and Sales DNA factors beneath sales behavior
4. Following a coaching process
5. Coaching the deal and coaching for skill development
6. Establishing personal and business goal setting
7. Leading consistent sales huddles
8. Creating a hiring profile and having a candidate pipeline
9. Coaching a stage-based sales process
10. The shadow of the leader

Establishing personal and business goal setting: Unfortunately, the results of thousands of sales management evaluations tell us that most managers do not know the personal goals of their salespeople. If a leader needs to get to the heart of why their salesperson is not reaching business sales goals, they must understand how they are motivated and what personally motivates them. Is the salesperson intrinsically or extrinsically motivated? Does their salesperson respond to being at the top of the stack ranking and recognized by others, or is money or freedom to run their business more important? Let’s face it, we all work to have time, money, and freedom. If a sales manager does not understand what is important to the salesperson (vacation, retirement, education, etc.), how can they establish appropriate activity goals and coach their salespeople? We offer a comprehensive Personal & Business Workplan template that can help sales managers with this critical goal-setting process.

Leading consistent sales huddles: Huddles, as defined by Verne Harnish, founder and President of Gazelles, are:

1. A communication process or system that allows for sharing of real-time information
2. An opportunity to focus on “burning platform” issues for a team or company
3. A way to bring sharp focus and attention to a critical business driver
4. The most important 15 minutes in any company

If a sales manager does not have a regular and timely means to monitor what is going on in the field in real-time, they cannot coach or adjust the play or get in front of any client issues or trends. Huddles should provide real-time information so that sales managers can make real-time decisions and provide real-time feedback or coaching.

Creating a hiring profile and having a candidate pipeline: Most sales leaders start the recruiting process when there is an opening. Managers should be recruiting all the time so that when that happens, they are prepared and have a recruiting list. The first step is to create a profile of the ideal person in the role by identifying, evaluating, and listing specific skills and traits of current top producers. Then, gather management and others in the company to ask who they know that fits that description. This is how you start to create a recruiting list. A hiring profile and candidate pipeline are necessary for new and tenured sales leaders. It is a critical piece in any sales management training program.

Coaching a stage-based sales process: According to the #1 sales assessment in the world, elite salespeople follow a stage-based sales system. By mastering the process and asking the right questions at the right time, top producers take the prospect through a discovery process and identify the problem or pain, monetize that pain, and then uncover the time, resources, and budget to fix that problem. Within that stage-based sales process, skilled salespeople also discuss the current provider relationship, decision-making process, and commitment level to make a change. This stage-based process is essential for a coach to help their salespeople discover where they are getting stuck and coach them to the next level. We know that by implementing a consistent sales process, companies can achieve a 15% lift. Make certain that your sales management training program includes this important area.

The shadow of the leader: Being a sales leader is not an easy job- they have many responsibilities with multiple activities to get done throughout the day. But, a sales leader’s #1 job is to make their people wildly successful and improve their skills so they are more successful than they would have been on their own. Casting the shadow of the leader also involves a continual focus on self-development to become a better manager and coach. Commitment cannot be taught, but it can be demonstrated.