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A Sales Engineer's Guide to Winning Hearts and Deals

Learn the art of persuasion that turns clients into lifelong allies and deals into soaring triumphs.
Patrick Lui

Ex-Sales Engineer, Google

In the dynamic world of sales engineering, the power of persuasion is your ultimate key to unlocking success. Picture yourself as a charming maestro, orchestrating a symphony of words and logic that resonates with your clients. Here’s your practical roadmap to becoming a persuasive wizard:

1. Know Thy Product Inside Out

Before you embark on your persuasive journey, be armed with a deep understanding of your product. The more you know, the more convincing you’ll be. Imagine explaining the product to a 5-year-old – break down complexities and highlight benefits.  

This is also a good time to remind everyone that the best product *does not* always win.  Decisions aren't made on a spreadsheet with score cards.  You need to know your product well so that when objection comes your way, you will know how to navigate.

2. Listen, Listen, Listen

The heart of persuasion lies in empathetic listening. Understand your client’s needs, challenges, and goals. Tailor your pitch to showcase how your solution is the perfect fit to make their dreams come true.

A big part of being a good listener is to be humble.  You do not need to prove to your client you know more than they do.  They are giving you the time to understand their challenges so that you can go back and explain how you can help solve their issues.  That is when competence becomes critical.  At the early stage of an engagement, the most important step is to dig into the challenges your customer is facing and why the challenges are important to them. You can't do that without being an active listener.

3. Tell a Story

Facts and figures are great, but stories are what truly captivate. Craft a narrative that paints a vivid picture of how your product transforms problems into solutions. Weave in success stories or relatable scenarios to create an emotional connection.  This is especially true if you can tell a story of another customer that has already done something similar as your current prospect.  The key is to be able to tell a story where your customer can see themselves in it.

4. Highlight Value, Not Features

While features are important, it’s the value they bring that truly matters. Describe how your product enhances their life or business, saving time, money, or effort. Make them envision a brighter future with your solution.

One practical way to avoid talking about a feature list is to take the features, and come up with a benefit/value that feature provides.  For example, if your product has 10000+ connectors to other platforms, the benefit/value could be the customer doesn't need to develop their own way to retrieve or push data, thereby making the solution easier to maintain, lower implementation cost, etc.  Ask yourself the question "Why does someone care about this feature?"  And if the answer isn't convincing to you, it likely won't be convincing to your customer either.

5. Build Trust

If I was to rejig this list, this item probably should go first.  Trust is your secret weapon. Be authentic, transparent, and always deliver on promises. Share relevant case studies, testimonials, or certifications to showcase your product's reliability.  

More than the product, your customer needs to trust YOU as a person. In the future, I will spend more time to discuss how to build and earn trust as I personally believe this is the most important trait in a good sales engineer.

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6. Be a Problem Solver

Position yourself as a partner in your client’s success story. Understand their pain points and illustrate how your product provides the perfect antidote. Show them you're not just selling – you're solving.  In fact, I will go further and say your client should not feel you are selling to them at any time.  Otherwise, it compromises the above point on trust.

7. Handle Objections Smoothly

Objections are stepping stones, not roadblocks. Anticipate concerns and have well-prepared responses that address doubts. Turn objections into opportunities to showcase your expertise and understanding.

One of the practical ways you can prepare yourself for objections is to write down 10 hard questions you anticipate your customer may ask.  Try to answer those questions ahead of the meeting.  During the meeting, write down what your customer asks and start building out a repository of Q&A.  Over time, this Q&A will become a valuable asset not just for you but for everyone at the company.

8. Create a Sense of Urgency

People are more likely to act when they feel a sense of urgency. You could highlight limited-time offers or exclusive deals but it will seem like you are trying to push a sale.  I would flip it and create a sense of urgency where if your customer doesn't act on what you are selling, what happens to their business?  Is it a loss of revenue?  Is it increased cost?  Increased risk?  Paint a picture coming from the customer's point of view.

9. Use Visual Aids

A picture is worth a thousand words, and sometimes a graph, chart, or demo is worth a thousand sales pitches. Visual aids clarify complex information and make your pitch more memorable.  

My tip here is that sometimes words and even graphics can be very overwhelming, especially if the presentation is virtual.  It's very easy for the audience to drift their attention to something else when there is a lot going on.  I typically would rather build-out a slide and slowly talk through complex topics.  For example, if there are 3 main topics you want to discuss and each topic as 3 sub topics, I would create a slide with just the first topic and the 3 sub topics.  Then slide #2 will add the second topic and its sub topics.  Finally show all 3 topics and all the sub topics.  If you show everything at once, your audience is more likely to start reading the words and/or drift away instead of listening to you.

10. Practice, Refine, Repeat

Persuasion is a skill honed over time. Continuously seek feedback, analyze what worked and what didn’t, and refine your approach accordingly. Each interaction is a chance to sharpen your persuasive prowess.

In the riveting realm of sales engineering, persuasion isn’t about manipulation; it's about genuinely connecting your product's value with your client's needs. Armed with these strategies, you're ready to embark on a journey where every conversation is a chance to weave magic, turn skeptics into believers, and sculpt success, one persuasive pitch at a time.

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