Selling B2B or B2C is most effective when you focus on 7 steps for success.   Tip:  before you engage with your leads, remember it is not about you.   Effective lead conversion involves putting yourself in the customers shoes, seeing the exchange from the customers point of view.

1. Do your Homework.

Before you call or meet with a lead, research all the public information you can find. Google the company and the owners and/or CEO, Check out all the social sites and read up on what’s current. You want to up to speed on what is current with your customer. Prepare for the meeting by doing significant online research.

2. Learn more in the Meeting

The most important skill is your ability to ask solid, open-ended questions to deepen your understanding of the customers situation. What are the issues are they facing in the next 30 days? 60 days? What has changed in the competitive landscape? Your goal is to solicit information that helps you develop a clearer picture of your customer.  And building a relationship during the process is a positive.  People do business with people they like.

3.Understand the Customer End Game

Understanding the future gives you insight about the present.  Your goods or services should reflect solutions that contribute to the longer term vision.  Is your customer growing market share? Entering new markets? Learn what the future means by asking question to deepen your knowledge.

4. Figure out if You can Add Value

Once you have garnered additional knowledge, figure out if your product or service will add value.  If the pain can be solved by your product, you can be confident in serving up a solution. If you are saving time or money or both, then you have a reason to move on to step 5.  Be very confident, as in 100% confident.  If not, you are not going to make the sale if if you have the solution.

5. Serve up the Solution

Present your idea using key phases and solutions from your conversation. Stick to a clear, concise delivery. Present facts confidently. Don’t wander off target and add additional blather for filler. Your solution must be crisp and easily understandable to move forward.  It is not the time to tack on additional features or other new products that have just popped into your head. Problem and solution should be a linear conversation, not a wandering monologue.