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The SaaS Sales Method Fundamentals

The SaaS Sales Method Fundamentals

How to Have Customer Conversations
by Jacco van der Kooij 2018 151 pages
4.25
50+ ratings
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Key Takeaways

1. Master Customer-Centric Communication for Successful Sales

Nobody cares how much you know...until they know how much you care

TALKER framework. The TALKER framework (Tone of voice, Ask questions, Listen, Keep notes, Elaborate, Repeat) is essential for effective customer-centric communication. Mastering these elements allows sales professionals to build rapport, understand customer needs, and demonstrate genuine interest.

Question-based selling. Utilize different types of questions to control the speed and quality of conversations:

  • Situational questions: Establish facts about the customer's circumstances
  • Pain questions: Identify challenges and pain points
  • Impact questions: Understand the consequences of solving or not solving the problem

By asking thoughtful questions and actively listening, sales professionals can uncover valuable insights and tailor their approach to each customer's unique situation.

2. Craft Engaging Emails Using the RRR Framework

Half as long, twice as powerful.

RRR framework. The RRR (Relevance, Reward, Request) framework is crucial for writing effective sales emails:

  • Relevance: Demonstrate research on the person or company
  • Reward: Offer value, such as insights or relevant content
  • Request: Include a clear call-to-action

Best practices. Keep emails short and focused, optimizing for mobile viewing. Avoid generic openings and "I" statements, instead making the email about the customer. Use personal touches like "P.S." notes to draw attention to valuable, customer-specific information. Measure engagement through open rates and click-throughs to refine your approach continually.

3. Leverage Video and Social Media in Sales Communication

Over the past year, we have seen a declining trend in use of LinkedIn as a targeting tool.

Video communication. Utilize short, personalized videos to explain concepts, answer questions, or provide insights. Keep videos under 60 seconds, focusing on addressing specific customer pain points or demonstrating solutions. Ensure professional appearance and clear audio while maintaining a natural, conversational tone.

Social media engagement. Use social platforms strategically:

  • Passive engagement: Like, follow, and share customer content
  • Active engagement: Directly mention or address customers
  • Provide value: Share insights, industry trends, and relevant content without overtly selling

Remember to use social tools to build genuine relationships and share best practices, rather than for cold outreach or sales pitches.

4. Perfect the Art of Calling and Voicemail in Sales

Think of your voicemail as a hyper-personalized email personally delivered by you, with personality delivered through your voice.

Voicemail structure. Craft voicemails using the following elements:

  1. Warm opening (e.g., referencing a LinkedIn connection)
  2. Demonstrate research on the customer
  3. Offer valuable insights or information
  4. Clear call-to-action (e.g., "Look for my follow-up email")

Call preparation. Before making calls, research the customer and their industry thoroughly. Prepare valuable insights or content to share during the conversation. Use tools to navigate phone systems efficiently, increasing the chances of reaching decision-makers.

5. Navigate Objections and Rejections with Finesse

Honestly I run into this all the time. If you like, I can set you up with an expert who can review your situation.

Handling objections. Common objections include "Who is this?", "Email me!", "Not now", and "I'm the wrong person". Address these by:

  • Offering additional value
  • Demonstrating relevance to their situation
  • Asking thoughtful questions to uncover underlying concerns

Managing rejections. When faced with rejections like "I'm not interested" or "Take me off your list", remain empathetic and professional. Avoid pushing or becoming emotionally involved. Instead, offer a graceful exit while leaving the door open for future communication if circumstances change.

6. Utilize Real-Time Messaging for Instant Customer Engagement

Answer their question first – they reached out to ask you something, so make sure you 'give to get!'

Messaging best practices:

  • Keep messages short and action-driven
  • Personalize communication by mirroring customer's style
  • Use emoticons appropriately to add personality
  • Respond quickly to maintain engagement

Conversation structure:

  1. Answer the customer's question immediately
  2. Introduce yourself briefly
  3. Establish rapport and show genuine interest
  4. Diagnose the situation through targeted questions
  5. Provide value (e.g., link to a resource)
  6. Prescribe a solution based on the diagnosis

Real-time messaging allows for quick, personalized interactions that can lead to more meaningful conversations and stronger customer relationships.

7. Optimize Meeting Scheduling and Execution for Sales Success

PRO TIP Include commas to automatically add in meeting ID

Meeting preparation. Create professional, informative meeting invitations that include:

  • Clear goal and agenda
  • Value proposition (e.g., link to relevant article)
  • Attendee information with LinkedIn profile links
  • Precise timing and connection details

Meeting structure. Use the ACE (Appreciate, Confirm end time, End Goal) framework to open meetings professionally:

  1. Appreciate attendees for joining
  2. Confirm meeting end time
  3. Establish the end goal and desired outcome

During the meeting, address each attendee's objectives, prioritize discussion topics, and allocate time efficiently. Close the meeting by reviewing action items and confirming next steps, ensuring alignment with the established end goal.

Last updated:

FAQ

What's "The SaaS Sales Method Fundamentals: How to Have Customer Conversations" about?

  • Focus on Communication: The book emphasizes the importance of effective communication in customer engagement, regardless of the technology used.
  • Sales Skills Development: It aims to teach sales professionals what to say and how to say it through practice and application.
  • Customer-Centric Approach: The book advocates for a customer-centric methodology, encouraging salespeople to understand and empathize with their customers.
  • Part of a Series: This book is part of Winning by Design’s Sales Blueprints series, which covers various aspects of SaaS sales.

Why should I read "The SaaS Sales Method Fundamentals: How to Have Customer Conversations"?

  • Improve Sales Conversations: It provides practical techniques to enhance your customer conversations, making them more effective and engaging.
  • Learn from Experts: The book is authored by Jacco van der Kooij, a recognized expert in SaaS sales, offering insights from his extensive experience.
  • Comprehensive Guide: It covers a wide range of topics, from email writing to voicemail and real-time messaging, making it a comprehensive resource for sales professionals.
  • Actionable Advice: The book includes exercises and best practices that you can apply immediately to improve your sales performance.

What are the key takeaways of "The SaaS Sales Method Fundamentals: How to Have Customer Conversations"?

  • Customer-Centric Communication: Always put the customer first by understanding their needs and tailoring your communication accordingly.
  • Effective Questioning: Use open-ended and situational questions to uncover customer pain points and needs.
  • Structured Email Writing: Follow the RRR (Relevance, Reward, Request) framework to craft impactful emails.
  • Voicemail Strategy: Use voicemails to draw attention to your emails rather than expecting a callback.

What are the best quotes from "The SaaS Sales Method Fundamentals" and what do they mean?

  • "Nobody cares how much you know... until they know how much you care." – This quote emphasizes the importance of empathy and understanding in building customer relationships.
  • "Always Be Curious." – Encourages sales professionals to ask questions and seek to understand the customer's situation before offering solutions.
  • "If I Had More Time... I Would Have Written a Shorter Letter." – Highlights the importance of concise and clear communication, especially in emails.

How does the book define customer-centric communication?

  • Tone of Voice: Your tone is a powerful tool in communication, and understanding its impact can enhance your interactions.
  • Ask Questions: Always be curious and ask questions to diagnose the customer's situation without immediately selling.
  • Active Listening: Listen to understand, not just to respond, and mirror the customer's language to show comprehension.
  • Note-Taking: Keep concise notes to remember what is important to the customer, not just to you.

What is the RRR framework for writing emails?

  • Relevance: Demonstrate that you have researched the person or company and reference something similar to their context.
  • Reward: Offer value, such as a link to valuable insights or a relevant blog post, to engage the recipient.
  • Request: Include a clear call to action based on the situation, such as scheduling a meeting or asking for feedback.

How should one prepare for a voicemail according to the book?

  • Research First: Perform basic research on the customer and their company to tailor your message.
  • Identify Value: Determine something valuable you can offer the customer, such as insights or relevant data.
  • Craft the Message: Structure your voicemail to lead with relevance and include a call to action, directing them to your email.

What are the key elements of a successful sales call as per the book?

  • Warm Opening: Start with an energetic tone and address the customer's key questions: who you are, why you're calling, and what's in it for them.
  • Ask Questions: Use thoughtful questions based on research to engage the customer and uncover their needs.
  • Relevance and Value: Ensure the conversation is relevant to the customer and offer something of value to them.
  • Next Steps: Clearly outline the next steps and ensure both parties are aligned on the follow-up actions.

How does the book suggest handling objections during sales calls?

  • Develop Responses: Prepare responses to common objections like "Email me" or "Not now, I'm busy."
  • Practice: Regularly practice your responses to objections to increase your confidence and effectiveness.
  • Offer Value: When faced with objections, offer something valuable to keep the conversation going.
  • Stay Relevant: Ensure your responses are relevant to the customer's situation and demonstrate your understanding of their needs.

What is the importance of follow-up after a meeting according to the book?

  • Secure Progress: Follow-up is crucial to secure the progress made during the meeting and maintain momentum.
  • Write a Summary: Create a concise summary of the meeting, outlining key observations and next steps.
  • Verify with Champion: Contact your champion to verify the meeting's outcomes and ensure alignment on next steps.
  • Make it Shareable: Write the follow-up in a way that can be easily shared within the customer's organization.

How does "The SaaS Sales Method Fundamentals" suggest using social media in sales?

  • Social Selling: Use social media to build a network of like-minded professionals and share best practices.
  • Passive Engagement: Engage with customers through likes, comments, and shares to maintain visibility.
  • Active Engagement: Use direct messages and personalized content to engage customers actively.
  • Avoid Cold Pitches: Refrain from using social media for cold pitches; instead, focus on building genuine relationships.

What role does real-time messaging play in sales according to the book?

  • Instant Communication: Real-time messaging allows for quick, back-and-forth communication with customers.
  • Customer Preference: Many customers prefer short, to-the-point messages over long emails.
  • Tools and Platforms: Utilize tools like Intercom, Slack, and Zendesk for real-time customer interactions.
  • Personalization: Use emoticons and personalized language to make the interaction more engaging and human.

Review Summary

4.25 out of 5
Average of 50+ ratings from Goodreads and Amazon.

Readers find The SaaS Sales Method Fundamentals practical and insightful for modern B2B sales. The book offers valuable techniques for cold outreach and communication structure. However, some tactics are considered outdated or potentially harmful to customer relationships. The book primarily focuses on cold outreach rather than the entire sales cycle. While praised for its practicality and examples, it assumes a standardized tech B2B customer base. Overall, the book receives mixed reviews, with readers appreciating its insights but cautioning against some tactics that may negatively impact potential customers.

Your rating:

About the Author

Jacco Van Der Kooij is a respected authority in the field of SaaS sales methodology. As the author of "The SaaS Sales Method Fundamentals," he shares his expertise in modern B2B sales techniques. Van Der Kooij's approach focuses on practical, actionable strategies for sales professionals in the rapidly evolving SaaS industry. His work emphasizes the importance of adapting traditional sales methods to the unique challenges of software-as-a-service businesses. Van Der Kooij's insights are drawn from extensive experience in the field, making him a valuable resource for sales teams looking to optimize their performance in the digital age.

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