12 Hard-Won Sales Lessons from Top-Performing B2B Sales Experts
The most successful B2B salespeople make it look easy. They consistently crush their quotas, their pipelines are always full, and they seem to have an almost supernatural ability to understand exactly what prospects need.
But here‘s the secret: none of them started out that way. Great B2B salespeople are made, not born. They‘ve spent years honing their craft, learning hard lessons, and developing the habits and skills that separate the best from the rest.
I spoke with some of the top-performing B2B sales professionals and leaders to uncover the most valuable lessons they‘ve learned in their careers. After hearing their stories and insights, a few clear themes emerged. Apply these to your own sales approach and you‘ll be well on your way to joining their ranks.
1. The Discovery Call Makes or Breaks the Sale
Rushing to pitch your product is one of the biggest mistakes "newbie" salespeople make. Your discovery call is the most critical part of the sales process. It‘s your chance to uncover the prospect‘s needs and determine if they are actually a good fit.
"A lot of issues can be prevented by having a really good discovery call," says Jula Pereira, HubSpot Small Business Growth Specialist. "That‘s the place where you disqualify people and also learn about the pain points. Listening in sales is so important."
She suggests starting discovery calls by asking the prospect about their expectations for the call. Their answer will quickly reveal how serious they are and their sales readiness. Look for signs like budget, urgency, authority and need (BANT) to determine fit.
2. Likability and Relatability Build Trust
People ultimately buy from people they know, like and trust. Sure, your product needs to deliver real value. But in competitive B2B sales, the relationship is often the deciding factor.
"People buy things from people they like," says Deidre Henry, Zillow Growth Advisor for Partnerships. "Be yourself, but more importantly, just be likable and relatable."
Demonstrate genuine care and interest in your prospects as people. Look for commonalities and ways to authentically connect on a human level. Relationships are the foundation that make tough negotiations and asking for the sale much easier later.
3. Focus on Benefits, Not Just Features
It‘s tempting to rattle off an impressive list of your product‘s features. But what prospects really care about is how you can tangibly improve their business and solve their problems.
"I can talk about features and functions all day, but the prospect doesn‘t care about those necessarily," says Jula. "They want to be able to solve the problems in their business. If I am focusing on a specific feature, I will make it very applicable to them and talk about how it will serve their particular needs."
Always tie product capabilities back to real outcomes and improvements for the customer. As Deidre puts it, "If there isn‘t a perceived value or benefit, there won‘t ever be a sale. Deep dive into how this benefits your client."
4. Grit Is a Prerequisite for Sales Success
Selling is hard. You deal with a lot of rejection. Months of work can fall through at the last minute. Quotas loom over you. The pressure can be intense. To be successful, you need more than just sales skills – you need real tenacity and perseverance.
"If you aren‘t prepared to have a sales target, sales might not be the field for you," says Deidre. "It‘s about having grit and actually finding sales exciting and challenging. I can‘t envision myself doing anything else!"
The best salespeople have an inner drive and competitiveness. They are motivated by a desire to win and help their customers succeed. When inevitable setbacks happen, their resolve is what keeps them going.
5. Be Ready to Demonstrate Your Expertise
Sometimes you‘ll unexpectedly have a chance to show your industry knowledge and prove your credibility. It pays to be prepared with relevant facts, use cases and stories.
Lee Odden, TopRank Marketing CEO, found this out the hard way. During an on-air TV interview, he was suddenly asked to share five examples of innovative marketing campaigns – all in under 5 minutes. "I was able to come up with two random stories that made it to the live interview," he recalls. "My storytelling was not weak, but not strong either."
His lesson: "You must have a healthy number of stories on tap for whatever expertise you want to be known for. This applies to networking, meetings with prospects, media interviews, on social media, and in your writing."
6. Personas Are Powerful Prospecting Tools
Understanding your ideal buyer is critical for prospecting and tailoring your approach. But don‘t rely solely on reading persona documents. To really "get" your target audience, you need to spend time engaging with them directly.
Samantha Stone, founder of The Marketing Advisory Network, learned this early in her career while selling restaurant coupons door-to-door. She started seeing patterns in which types of neighborhoods and buyers were most receptive. "By accident, I had discovered personas," she recalls. "Crude, incomplete, not well-researched personas, but buying signals nonetheless."
Her advice: "Spend time interfacing directly with potential customers…listening to the language they use, how they describe their world and challenges. The brands that win are the ones who have their eyes and ears pointed out to their community, not just relying on their product team or ‘sales-driven‘ culture."
7. Missteps Are Inevitable (and Invaluable) Learning Opportunities
No one likes making mistakes, but they are a necessary part of getting better at sales. The key is using failures as fuel to improve.
Jeff Shore, sales trainer and author, still vividly remembers a mortifying gaffe from early in his sales career. During a sales presentation, he accidentally blurted out something extremely inappropriate. "I no longer dwell on the embarrassment; today it is just a funny story," he says. "I just want to remember that screwing up is inevitable, but what happens after the failure is entirely up to us."
He chose to channel that embarrassment into motivation to make more calls and work harder than anyone else. "Mistakes, failures, and stumbles are a necessary part of learning and growing," Jeff explains. "If I had a dime for every stupid thing I ever said in a sales presentation, I would be a very wealthy man. And, in fact, I am. I am rich in experiential knowledge, and that is the very best kind available."
8. Not Every Client Is a Fit (and That‘s Okay)
When you‘re under pressure to hit your numbers, it can be tempting to pursue every deal that comes your way. However, not all business is good business. Sometimes, the kindest thing you can do for both parties is to end the relationship.
"It took me too long to realize that not all clients are created equal, and I should not treat them equally," admits sales expert Colleen Francis. "My lesson was that there‘s no law stating you must sell to everyone, or keep servicing clients that are the wrong fit for your business."
She recommends paying special attention to clients who are overly demanding of your time or habitually pay late. "No matter how prestigious, it‘s critical for your long-term emotional health," she says. "Firing a bad customer now frees up time for you to spend on more profitable clients."
9. Put Your Customer at the Center of Everything You Do
The best salespeople are really more like trusted advisors. They win by consistently providing value and helping their customers succeed.
"You have to build some level of trust, and yet so many B2B sales and marketing professionals lead with a pitch," says Michael Brenner, CEO of Marketing Insider Group. "The brands that win are the ones who have their eyes and ears pointed out to their community, not toward their product team or their ‘sales-driven‘ culture."
His advice: Spend a lot of time engaging directly with potential customers. Listen to them and seek to understand their challenges and concerns. Look for ways to help them, even if it doesn‘t immediately benefit you. "Help your customers first, and you will help build a strong and growing business," says Michael.
10. Use Quotas as Motivation, Not Stress
Quotas are a fact of life in sales. And while they can certainly be stressful, the best salespeople find ways to use targets as positive motivation.
Chris Snell of ConnectAndSell experienced this firsthand. Early in his sales career, he was put on a 30-day performance improvement plan for failing to hit his numbers. "Rather than give up, I buckled down and went back to work with a vengeance," he recalls. "I made a vow to myself that I would make more attempts to connect with prospects than any of my peers. At the end of the 30 days, I had hit my number and then some."
Use your quota as a personal goal and benchmark. Set smaller weekly and daily goals that keep you on track. Celebrate wins along the way and learn from shortfalls. As Chris found, having a quota can push you to greater performance.
11. Referrals Are Great, But You Still Need to Do the Work
While a strong referral can certainly warm up a cold call, it doesn‘t guarantee a closed deal. That‘s a lesson sales trainer John Barrows learned the hard way. Even though he came in with a glowing recommendation from a friend of the prospect, one sales meeting went downhill fast.
The problem? He didn‘t do his homework or set an agenda ahead of time. As a result, he was thrown off guard by the buyer‘s direct questions and ultimately failed to recover the meeting.
"Regardless of how strong the referral you have into a prospective client, make sure you don‘t take anything for granted," John advises. "Always ensure you align expectations before you walk into a meeting on what you are there to talk about. If I had sent a shared agenda and asked what he wanted to review during the meeting, I probably would have known walking in that all he wanted to do was see what I had."
12. Immerse Yourself in Your Customers‘ World
It‘s not enough to just read a few case studies and look over persona documents. To really excel at B2B sales, you need to deeply understand your customers‘ world – their goals, challenges, processes, and "language."
"I learned the hard way how important it is to actually meet your target audience, instead of simply reading a persona document and thinking you know them," says Doug Kessler, Creative Director at Velocity Partners. "You need to hear the language that your prospects use: how they describe their world and their challenges."
Invest time into attending industry events your customers go to. Read the blogs, books and publications they read. Follow discussions in forums and social media groups. Shadow customer service and support calls. Soak up as much as you can about their day-to-day realities.
"Whenever we skip this step, we regret it," says Doug. "Whenever we invest this time and effort, the results multiply. The underlying lesson: don‘t be lazy. Put in the work. It‘ll show."
From Rookie to Rainmaker
Evolving from a green sales rep to a top performer takes time. There‘s no magic shortcut to success in sales, but there are proven mindsets and habits you can embrace to get there faster.
Model the focus on customer needs, strong work ethic, grit, coachability and preparedness that today‘s sales leaders demonstrate. Be willing to make mistakes and learn from them. Immerse yourself in your customers‘ world.
Adopt these philosophies, and with hard work and patience, your own "sales lessons learned" will propel you into the top tier of B2B sales professionals. And someday, a rookie sales rep may be asking you for your secrets to success.
