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    ntages but also showing them how they could get market share through the innovative uses of those materials.

    Getting in early as their customers' design partners, they not only got closes but step-ups from those closes by integrating their materials into new generations of housings.

    (3) Link to "Must-Have" Results: Step-ups happen only when you answer the vital needs of your customers — not the nice-to-have needs. Discover those needs by asking and answering: "What are your customers absolute must-have results?"

    Those "must-haves" are your great step-up opportunities, because when you are delivering on the must-haves, your customers are more likely to become your cause leaders.

    In the above example, the sales people were able to get step-ups because they focused on their customer's "must-haves", productivity and cycle-time.

    Here's another example dealing with another busines sector: I consulted with an insurance company whose growth had flattened out. We found out a key reason why. Their products were not meeting the must-have results of

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    Good sales people can close, but few "step up" for even more sales from that close. Yet stepping up should be one of the easiest accomplishments in sales — that is if you know how to build the staircase.

    Do it by applying a leadership tool I have taught thousands of leaders worldwide during the past 20 years. The tool is simply to foster a particular viewpoint, which is this: Challenge people not simply to do a task but to take leadership of that task.

    The difference in results-producing effectiveness between doing a task and taking leadership of a task is the difference between the lightning bug and lightning.

    This change in viewpoint may seem simple even simplistic; but when put into action many times daily, it can work wonders.

    For instance, I worked with a manufacturing leader whose workers were constantly falling short of productivity goals. I told him he was leading the workers in the wrong way; he was ordering them to get productivity advancements. I told him that he should have the workers sign on as leaders of productivity advancements. When the workers began seeing themselves as such leaders, they started hitting the goals consistently.

    Now, let's apply this leadership tool to the sales process. I'll show you how to get step-ups in results that go far beyond the results achieved from closes. Here are three ways to do it.

    (1) Don't Just Sell Products, Get Cause Leaders: Salespeople often fail to get step-ups because they have a short-sighted view of the customer. They view the customer as only a customer! Whereas, if we want to get step-ups, we must see the customer not just as a customer but as a "cause leader," one who can lead our cause both inside and outside their company. Instead of aiming just to sell a product, to get a close, aim to turn your customer into your cause leader.

    For instance, I consulted with a materials supplier that wanted to acquire new customers in the computer industry. The salespeople of the materials company not only worked diligently on closing with the engineer-customers but also on creating step-ups by persuading those engineers to be the cause leaders for their materials within the company.

    Here is the way that they enlisted that leadership. They discovered that the engineers needed increased productivity and faster cycle-times -- and to do it with fewer resources.

    In response, the sales people developed a materials performance package for the engineers that increased their productivity and cycle-times. In addition, they brought in productivity experts from their own company to help the engineers streamline their design processes. They're not only selling their materials. They're selling productivity as well. Seeing that the sales people were helping them meet their vital needs, the engineers became the sales people's cause leaders within their company — unleashing a torrent of step-ups.

    (2) Start Early: George Burns said, "I had to work hard for 20 years in vaudeville before I became an overnight success in radio." That's a lesson in stepping up. Stepping up sales results with my leadership tool doesn't just happen overnight. You must prepare to get those step-ups starting in the early stages of the sales process: when prospecting for new clients, identifying decision makers, and making initial calls.

    In this early stage, ask yourself: "What is the close in this sale? And how can that close lead to the customer not simply buying my product but also becoming the product's cause leader, both inside and outside his/her organization?"

    For instance, the sales people of the materials company I mentioned aimed to replace their competitors' materials with their materials in computer housing applications. With that focus, they would have gotten closes — but not step-ups. The differences between their competitors materials and their materials were negligible in cost and performance.

    The sales people continued to develop the traditional channels to their customers' purchasing departments. But they also began building step-ups early by including design engineers in their first-stage sales activities. They focused on being their customers' "design partners" — not simply showing them where they could save costs and achieve performance advantages but also showing them how they could get market share through the innovative uses of those materials.

    Getting in early as their customers' design partners, they not only got closes but step-ups from those closes by integrating their materials into new generations of housings.

    (3) Link to "Must-Have" Results: Step-ups happen only when you answer the vital needs of your customers — not the nice-to-have needs. Discover those needs by asking and answering: "What are your customers absolute must-have results?"

    Those "must-haves" are your great step-up opportunities, because when you are delivering on the must-haves, your customers are more likely to become your cause leaders.

    In the above example, the sales people were able to get step-ups because they focused on their customer's "must-haves", productivity and cycle-time.

    Here's another example dealing with another busines sector: I consulted with an insurance company whose growth had flattened out. We found out a key reason why. Their products were not meeting the must-have results of

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    . When the workers began seeing themselves as such leaders, they started hitting the goals consistently.

    Now, let's apply this leadership tool to the sales process. I'll show you how to get step-ups in results that go far beyond the results achieved from closes. Here are three ways to do it.

    (1) Don't Just Sell Products, Get Cause Leaders: Salespeople often fail to get step-ups because they have a short-sighted view of the customer. They view the customer as only a customer! Whereas, if we want to get step-ups, we must see the customer not just as a customer but as a "cause leader," one who can lead our cause both inside and outside their company. Instead of aiming just to sell a product, to get a close, aim to turn your customer into your cause leader.

    For instance, I consulted with a materials supplier that wanted to acquire new customers in the computer industry. The salespeople of the materials company not only worked diligently on closing with the engineer-customers but also on creating step-ups by persuading those engineers to be the cause leaders for their materials within the company.

    Here is the way that they enlisted that leadership. They discovered that the engineers needed increased productivity and faster cycle-times -- and to do it with fewer resources.

    In response, the sales people developed a materials performance package for the engineers that increased their productivity and cycle-times. In addition, they brought in productivity experts from their own company to help the engineers streamline their design processes. They're not only selling their materials. They're selling productivity as well. Seeing that the sales people were helping them meet their vital needs, the engineers became the sales people's cause leaders within their company — unleashing a torrent of step-ups.

    (2) Start Early: George Burns said, "I had to work hard for 20 years in vaudeville before I became an overnight success in radio." That's a lesson in stepping up. Stepping up sales results with my leadership tool doesn't just happen overnight. You must prepare to get those step-ups starting in the early stages of the sales process: when prospecting for new clients, identifying decision makers, and making initial calls.

    In this early stage, ask yourself: "What is the close in this sale? And how can that close lead to the customer not simply buying my product but also becoming the product's cause leader, both inside and outside his/her organization?"

    For instance, the sales people of the materials company I mentioned aimed to replace their competitors' materials with their materials in computer housing applications. With that focus, they would have gotten closes — but not step-ups. The differences between their competitors materials and their materials were negligible in cost and performance.

    The sales people continued to develop the traditional channels to their customers' purchasing departments. But they also began building step-ups early by including design engineers in their first-stage sales activities. They focused on being their customers' "design partners" — not simply showing them where they could save costs and achieve performance advantages but also showing them how they could get market share through the innovative uses of those materials.

    Getting in early as their customers' design partners, they not only got closes but step-ups from those closes by integrating their materials into new generations of housings.

    (3) Link to "Must-Have" Results: Step-ups happen only when you answer the vital needs of your customers — not the nice-to-have needs. Discover those needs by asking and answering: "What are your customers absolute must-have results?"

    Those "must-haves" are your great step-up opportunities, because when you are delivering on the must-haves, your customers are more likely to become your cause leaders.

    In the above example, the sales people were able to get step-ups because they focused on their customer's "must-haves", productivity and cycle-time.

    Here's another example dealing with another busines sector: I consulted with an insurance company whose growth had flattened out. We found out a key reason why. Their products were not meeting the must-have results of

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    leaders for their materials within the company.

    Here is the way that they enlisted that leadership. They discovered that the engineers needed increased productivity and faster cycle-times -- and to do it with fewer resources.

    In response, the sales people developed a materials performance package for the engineers that increased their productivity and cycle-times. In addition, they brought in productivity experts from their own company to help the engineers streamline their design processes. They're not only selling their materials. They're selling productivity as well. Seeing that the sales people were helping them meet their vital needs, the engineers became the sales people's cause leaders within their company — unleashing a torrent of step-ups.

    (2) Start Early: George Burns said, "I had to work hard for 20 years in vaudeville before I became an overnight success in radio." That's a lesson in stepping up. Stepping up sales results with my leadership tool doesn't just happen overnight. You must prepare to get those step-ups starting in the early stages of the sales process: when prospecting for new clients, identifying decision makers, and making initial calls.

    In this early stage, ask yourself: "What is the close in this sale? And how can that close lead to the customer not simply buying my product but also becoming the product's cause leader, both inside and outside his/her organization?"

    For instance, the sales people of the materials company I mentioned aimed to replace their competitors' materials with their materials in computer housing applications. With that focus, they would have gotten closes — but not step-ups. The differences between their competitors materials and their materials were negligible in cost and performance.

    The sales people continued to develop the traditional channels to their customers' purchasing departments. But they also began building step-ups early by including design engineers in their first-stage sales activities. They focused on being their customers' "design partners" — not simply showing them where they could save costs and achieve performance advantages but also showing them how they could get market share through the innovative uses of those materials.

    Getting in early as their customers' design partners, they not only got closes but step-ups from those closes by integrating their materials into new generations of housings.

    (3) Link to "Must-Have" Results: Step-ups happen only when you answer the vital needs of your customers — not the nice-to-have needs. Discover those needs by asking and answering: "What are your customers absolute must-have results?"

    Those "must-haves" are your great step-up opportunities, because when you are delivering on the must-haves, your customers are more likely to become your cause leaders.

    In the above example, the sales people were able to get step-ups because they focused on their customer's "must-haves", productivity and cycle-time.

    Here's another example dealing with another busines sector: I consulted with an insurance company whose growth had flattened out. We found out a key reason why. Their products were not meeting the must-have results of

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    rly stages of the sales process: when prospecting for new clients, identifying decision makers, and making initial calls.

    In this early stage, ask yourself: "What is the close in this sale? And how can that close lead to the customer not simply buying my product but also becoming the product's cause leader, both inside and outside his/her organization?"

    For instance, the sales people of the materials company I mentioned aimed to replace their competitors' materials with their materials in computer housing applications. With that focus, they would have gotten closes — but not step-ups. The differences between their competitors materials and their materials were negligible in cost and performance.

    The sales people continued to develop the traditional channels to their customers' purchasing departments. But they also began building step-ups early by including design engineers in their first-stage sales activities. They focused on being their customers' "design partners" — not simply showing them where they could save costs and achieve performance advantages but also showing them how they could get market share through the innovative uses of those materials.

    Getting in early as their customers' design partners, they not only got closes but step-ups from those closes by integrating their materials into new generations of housings.

    (3) Link to "Must-Have" Results: Step-ups happen only when you answer the vital needs of your customers — not the nice-to-have needs. Discover those needs by asking and answering: "What are your customers absolute must-have results?"

    Those "must-haves" are your great step-up opportunities, because when you are delivering on the must-haves, your customers are more likely to become your cause leaders.

    In the above example, the sales people were able to get step-ups because they focused on their customer's "must-haves", productivity and cycle-time.

    Here's another example dealing with another busines sector: I consulted with an insurance company whose growth had flattened out. We found out a key reason why. Their products were not meeting the must-have results of

    The First Rule of CRM for Financial Services
    Things have to change. Cross selling is not going to happen simply by installing new CRM technology. A corresponding movement from a transaction mentality to the underlying CRM principle of focusing on the long-term relationship is required. What does this mean for financial services? Stop pushing products and start building relationships.The Consumer's PerspectiveLet's take a look from the consumer's perspective. Financial illiteracy is alive and well, especially with baby boomers. Next, throw in brand confusion—the convergence in financial services has produced new players, company names, and products. Everybody is now playing in everybody else's backyard. Insert the media's frequent coverage on retirement planning and increased advertising dollars being spent targeting "the confused generation." Now, throw in the fa
    ntages but also showing them how they could get market share through the innovative uses of those materials.

    Getting in early as their customers' design partners, they not only got closes but step-ups from those closes by integrating their materials into new generations of housings.

    (3) Link to "Must-Have" Results: Step-ups happen only when you answer the vital needs of your customers — not the nice-to-have needs. Discover those needs by asking and answering: "What are your customers absolute must-have results?"

    Those "must-haves" are your great step-up opportunities, because when you are delivering on the must-haves, your customers are more likely to become your cause leaders.

    In the above example, the sales people were able to get step-ups because they focused on their customer's "must-haves", productivity and cycle-time.

    Here's another example dealing with another busines sector: I consulted with an insurance company whose growth had flattened out. We found out a key reason why. Their products were not meeting the must-have results of their customers. The must-have results of their customers were that they absolutely had to grow their businesses. Yet the company's products did not materially address the growth needs of their customers.

    Only when the sales people convinced their own company to develop and sell products that met the growth needs of their customers were they able to turn those customers into cause leaders. Once those new products were offered to the customers, they far outsold the old products.

    Don't sell yourself short by focusing exclusively on the close. Liberate the step-up opportunities that are embedded in most closes by using this powerful leadership tool of challenging people to lead not simply do. By getting customer cause leaders, starting early, and linking to must-have results, you can multiply sales far beyond what closes achieve.

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