3 Key Factors to Consultative Selling

3 Key Factors to Consultative Selling

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3 Key Factors to Consultative Selling

Consultative selling is an approach that focuses on client relationships and open communication to discover and provide solutions to their needs. Its focus is on the client rather than the product being sold. This approach allows you to better comprehend your client's needs and how they may be addressed, allowing you to position their solutions more effectively. Your expertise is transformed into a tailored solution that is specific to your clients needs and goals.

Here are 3 key factors to focus on when using a consultative approach -

Educate -

Educating your clients makes them feel that you want to improve their experience and encourage them to make better, more informed decisions. When you take the time and effort to educate your clients, they feel taken care of. It also helps to demonstrate your knowledge and establish you as a specialist. When they see you as the expert, they will be more willing to accept your recommendations.

Collaborate -

Who wants information “told” or “pitched” to them?? Not many care for this approach and most would prefer to be next to you exploring a topic and adding their input to the discussion.? Does this imply we don't need to be experts? Certainly not! It implies that instead of being just a specialist, we must become more of an expert and prepared to:

  1. Ask questions that will get clients to participate and become involved
  2. Explore solutions that will benefit them based on their needs
  3. Share expertise and knowledge without sales pressure
  4. Allow time for additional discussion
  5. Adapt your style of communication to theirs (including conversational style, decision making, and degree of participation)

Persuade -

It’s not enough to drive the conversation, you must also drive action. The key here is not to try to persuade them by dismissing or brushing off their concerns, rather you should highlight the benefits of the solution you presented. How your solution aligns with their personal needs and goals. Showing them how having a plan in place will protect them and their loved ones should a need arise.

Conclusion

These three key factors will help you succeed in a consultative approach with your clients. Keeping a strong client focus throughout the entire process, while focusing on educating, collaborating, and persuading your clients, you'll be able to build trust and relationships that result in sales.

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Robert (Mac) McClure

Senior Specialist LTC Insurance

2 年

Marc, - As usual you have provided excellent information and guidance. Your '3 Key Factors to Consultative Selling' makes so much sense. We need to hone our skills because what we do is an art. Thanks, Mac

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