Selling Virtually

Everything Has Changed, Yet Nothing Has Changed

By Michael Leimbach, PhD, David Yesford

It would be an understatement to say that this year has brought a torrent of change. In these times, it is easy to think, “Everything has changed. The skills I’ve learned and used successfully in the past are useless. The old ways are no longer effective. Business will never be the same again!”

But now, and perhaps more than ever, it is valuable to appreciate the wisdom of this famed quote:

“In matters of style, swim with the current; in matters of principle, stand like a rock.”

Success comes from recognizing what has changed and what has not.

Nothing Has Changed: The Principles of the Counselor Approach

Wilson Learning pioneered the Counselor Approach to selling over 50 years ago. At the time, it was considered novel, even preposterous, to some. But those who adopted it discovered an important fact: it worked—both for the buyer and for the salesperson. This true win-win concept has been at the heart of Wilson Learning since the beginning. We, as salespeople, get what we want when our customers get what they want.

Customers buy for their reasons, not ours. The job of the salesperson is to help a customer buy. Salespeople can do this by helping the customer overcome the four barriers to buying:

  1. No Trust. “How do I know that I can trust you and your company?”
  2. No Need. “Do I have a need for anything that you have to offer?”
  3. No Help. “Will any of your recommendations really help me?”
  4. No Satisfaction. “Now that I’ve made the decision to buy, will I be sorry?”

The rock-solid principles of the Counselor Approach have not changed, and neither have the Counselor selling skills for overcoming the four barriers to selling.

Customers buy for their reasons, not ours.

Everything Has Changed: The Virtual Sales Environment

What has changed is the environment in which a salesperson needs to apply the Counselor Approach—virtually.

Effectively executing Counselor selling skills in the virtual sales environment is now highly dependent on a number of things:

  • The salesperson’s understanding of and leveraging of technology
  • The salesperson’s ability to apply the right technology at the right time
  • The salesperson’s situational awareness of the virtual image he or she is projecting to the customer

Technology has long played a supporting role in the sales process. Of late, the use of technology has been accelerated to a strategic role due to the rarity of face-to-face interactions.

So, what hasn’t changed?

Stand like a Rock, Swim with the Current

The bedrock Counselor selling skills—Relating, Discovering, Advocating, and Supporting—drive the principles of the Counselor Approach and continue to equip salespeople to deal with “The Four No’s” for turning suspects into prospects and prospects into customers.

Style in the present digital current requires salespeople to be agile in planning around technology and choosing the best way for messaging in a particular opportunity. They must consciously choose the best way to communicate from a wide range of digital communications, including video conference, conference call, mobile chat, email, text, or social media.

The act of planning and the discipline needed to prepare for a successful sales call is not new. Going forward, planning is simply different. Let’s consider how Counselor selling skills can be best utilized in virtual selling while enhancing the approach with the proper use of technology.

Relating: Credibility + Empathy = Trust

Getting the customer past the No Trust barrier lies in the salesperson’s ability to build credibility and demonstrate empathy.

In the face-to-face selling world, the skills for Relating were relatively straightforward. Salespeople could go to a client site, look at the environment, observe how people were acting and dressing, and accommodate to the customer’s external expectations. In a face-to-face call, salespeople demonstrated their knowledge of their product or service portfolio and shared insights into their customer’s industry.

Today, credibility is more fragile. The moment the salesperson fails to seamlessly navigate digital tools like screen or document sharing in a virtual sales meeting, credibility is damaged. Now working from a virtual office, background clutter and distractions in the video shot can also quickly destroy the salesperson’s sense of professional credibility.

Virtually, propriety is communicated by the salesperson’s demonstrated skills, or lack of, to flawlessly execute a technology platform and their awareness of what the virtual setting communicates to the customer.

How a salesperson demonstrates empathy for the customer has also changed in a couple of critical ways:

  • The need to establish personal and business empathy is still relevant. However, now the salesperson also needs to address the stress created by today’s virtual work environment and the customer’s own tension around navigating new technology.
  • In face-to-face meetings, empathy could be established at the beginning; in a virtual selling environment, it becomes necessary to check for engagement multiple times.

Michael Leimbach, PhD

Michael Leimbach, PhD, is a globally recognized expert in instructional design and leadership development. As Vice President of Global Research and Development for Wilson Learning Worldwide Inc., he has worked with numerous Global 1000 organizations in Australia, England, Germany, Japan, South Korea, Taiwan, and throughout the United States. Over more than 30 years, Dr. Leimbach had developed Wilson Learning’s diagnostic, learning, and performance improvement capabilities, published over 100 professional articles, coauthored four books, been Editor-in-Chief for the highly acclaimed ADHR research journal, and is a frequent speaker at national and global conferences. He also serves on the ISO Technical Committee (TC232) on Quality Standards for Learning Service Providers and on the University of Minnesota College of Education and Human Development Dean’s Advisory Board.

David Yesford

David Yesford, Senior Vice President of Wilson Learning Worldwide Inc. and Managing Director of Wilson Learning APAC, has more than 30 years of experience developing and implementing human performance improvement solutions around the world. He brings valuable experience, strategic direction, and global perspective to his work with clients. Mr. Yesford is an active member of the Wilson Learning Global Executive Board, with current responsibility at a global level. Over the years, he has held strategic roles in our core content areas of sales and leadership, as well as e-learning and strategic consulting. He has also held managing director positions in both China and India.

Mr. Yesford is the contributing author of several books, including Win-Win Selling, Versatile Selling, The Social Styles Handbook, and The Sales Training Book 2. He has also been published in numerous business publications throughout the United States, Europe, Latin America, and Asia Pacific. Mr. Yesford frequently speaks at international conferences and summits, focusing on issues such as sales and sales strategy, leadership, employee and customer engagement, brand, and strategy implementation.