Overcoming a Technical Sales Ambush Best Practice #1: Include the Sales Representative

September 30, 2015 Comments Off on Overcoming a Technical Sales Ambush Best Practice #1: Include the Sales Representative

As I recently depicted, a technical sales ambush is a scenario where a prospect convenes a technically focused “review” meeting with the hidden purpose of introducing impossible or unreasonable requirements that end up monkey wrenching the entire sale.

While ambushes can’t be totally avoided, their outcomes can be ameliorated through proper preparation. For example, sales representatives – at least those that are making or exceeding quota – are masters of interpersonal relationships and reading between the lines. I’ve found that the best reps can instantly sniff out an ambush or other situation where the prospect’s technical experts are not acting in their employer’s best interest, and are advancing their own private agendas instead.

A proactive sales representative will quickly take steps to stop an ambush in its tracks. This can include entirely rejecting the meeting without adequate representation from the business, or demanding a quid-pro-quo about what happens after the meeting (like setting up a proof-of-concept).

One of the most important things a rep can do is simply make sure that they’re part of the meeting: a sales engineer (SE) should never face this type of audience alone, especially when it appears that an ambush might be in the cards. Having the sales rep present frees up the SE to focus on making a good faith effort to address all technical questions, while strengthening the case that the vendor is making to the prospect.

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