Case Study

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Business Issue

A globally leading construction, mining, and other engineering equipment manufacturer created a sustainable competitive advantage by supporting a new sales approach with topdown sponsorship and training. As a result, the company realized better sales, improved margins and greater customer satisfaction.

To achieve aggressive organizational sales and margin targets, leaders of this global provider of earthmoving products and after-sale services recognized the need to streamline their sales process and deliver an integrated offering. Their goal was to provide customers the opportunity to easily purchase machines, parts and services within the same transaction as a complete solution, thus making it more convenient for the customer to conduct business and to be readily educated on the full range of products and services provided. With full commitment to making this integrated solutions approach change a success, the organization titled the initiative “Take the Customers Where They Have Never Been, and Take the Competitors Where They Cannot or Will Not Go.”

The initiative’s aim meant moving away from different representatives separately selling the machine from the parts and services and reporting to separate profit centers. To accomplish the organization’s goals, salespeople and product support representatives needed to embrace new selling skills and behaviors. They had to learn how to work together in a much more collaborative manner to simplify customer interactions, provide product and support expertise, and make it easier for the customers to do business with the dealer.

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Industry Manufacturing

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Category Sales

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Product Counselor

Solution

The organization’s leaders looked to Wilson Learning to roll out the initiative and to assist in training the new skills and processes needed. Working closely with subject matter experts from the organization, Wilson Learning created and implemented a series of enterprise-wide workshops addressing how to effectively sell an extended offering as an integrated solution in a collaborative approach. The extended offering included components such as a Customer Service Agreement (CSA), an oil sampling, finance options, an extended guarantee and other related products and services. Dealer sales professionals, product support representatives, and other support personnel attended the workshops.

To increase the initiative’s buy-in and emphasize commitment to the new sales approach, each workshop was kicked off by the organization’s top management. Their message conveyed urgency and leadership’s trust in the solutions approach and in the training. To further connect with participants, Wilson Learning facilitators delivered the workshops with the support of subject matter experts who covered the technical aspects of each product or service being offered. Moreover, during the workshops, participants were provided opportunities to practice their new skills through real-world interactive exercises in a safe learning environment.

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Outcomes

Improved ability to close bigger deals with greater customer satisfaction due to better product awareness

Increased margins and the value of each purchase due to bundled offerings

Increased market share for both machine and parts

Behaviors that showed the greatest level of change

The participants were able to:

  • Reframe sales conversations around the customer’s broader operational needs rather than individual product features.
  • Built stronger customer relationships early in the sales cycle.
  • Demonstrate ownership of the business outcomes
  • Improve internal collaboration between sales & support teams
  • Display greater agility in addressing customer objections
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Moving to solution selling resulted in a Win/Win/Win situation —customers, the company and the employee all benefiting.

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