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Sandler 7 Steps Selling Method: Everything You Need to Know

Published
July 25, 2024
Read time
6
Min Read
Last updated
August 20, 2024
Anika Jahin
Sandler 7 Steps Selling Method: Everything You Need to Know
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Imagine having a sales methodology that doesn’t rely on pushy sales tactics but focuses on building mutual trust and understanding with your prospects.

Many sales professionals are searching for a way to connect more deeply with potential clients while still achieving impressive sales results. This is where the Sandler Sales Methodology comes into play.

Developed by David Sandler in the 1960s, the Sandler Sales Methodology offers a structured yet flexible approach to selling that prioritizes the needs and pain points of the prospect.

In this blog, we will explore what the Sandler Sales Methodology is, why it's important, how it differs from other sales methods, and break down the seven steps that make up this unique selling system.

By the end, you’ll have a comprehensive understanding of the Sandler Sales Methodology and how you can implement it to enhance your sales process and achieve greater success.

What Is the Sandler Sales Methodology?

The Sandler Sales Methodology is a consultative selling approach that focuses on building strong client relationships and addressing the prospect's pain points through a transparent sales process.

It emphasizes honest communication and setting clear expectations from the start. This methodology is designed to foster mutual respect and trust between the sales rep and the prospect, creating an environment where both parties can openly discuss their needs and concerns.

The Sandler Sales Methodology is not just a set of techniques; it is a comprehensive system that integrates with an existing sales process to enhance overall effectiveness. It includes principles like the Up Front Contract, where ground rules for the sales interaction are established early on, and the Sandler Submarine a visual representation of the seven-step sales process.

By focusing on the buyer's system rather than pushing a sales agenda, the Sandler Sales Methodology helps sales reps guide prospects through the decision-making process more effectively.

Why Is the Sandler Sales Methodology Important?

The importance of the Sandler Sales Methodology lies in its ability to create a more effective sales process that benefits both the sales professional and the prospect.

Here are some key reasons why this methodology is crucial:

  1. Builds Trust and Rapport: The Sandler Sales Methodology emphasizes building rapport and trust with prospects, which is essential for long-lasting client relationships.
  2. Addresses Pain Points: By focusing on the prospect's pain points and needs, sales reps can provide more relevant solutions, leading to higher customer satisfaction and success.
  3. Encourages Honest Communication: The methodology promotes open and honest communication, reducing misunderstandings and fostering mutual respect.
  4. Enhances Sales Effectiveness: By following a structured yet flexible approach, sales professionals can improve their closing rates and achieve greater sales success.
  5. Integrates with Existing Processes: The Sandler Sales Methodology can be seamlessly integrated into an existing sales process, making it easier for sales teams to adopt and implement.

The Sandler Sales Methodology vs. Other Sales Methods

The Sandler Sales Methodology stands out from other sales methods due to its unique focus on the buyer-seller relationship and its consultative approach. Here’s how it differs:

  1. Buyer-Centric Approach: Unlike traditional sales methods that often focus on the product or service, the Sandler Sales Methodology centers on the buyer’s needs and pain points.
  2. Mutual Respect and Trust: This methodology prioritizes building mutual trust and respect between the sales rep and the prospect, which is often lacking in other sales methods.
  3. Structured Flexibility: While the Sandler Sales Methodology provides a structured framework, it allows for flexibility based on the prospect’s unique situation and needs.
  4. Emphasis on Qualification: The Sandler Sales Methodology places significant emphasis on qualifying prospects early in the sales cycle, ensuring that time and resources are spent on viable opportunities.
  5. Consultative Selling: It promotes a consultative selling approach, where the sales rep acts as a trusted advisor rather than a pushy salesperson.
Sandler Sales Methodology  vs.  Traditional Sales Methods

The 7 Steps of the Sandler Sales Methodology

The Sandler Sales Methodology is broken down into seven steps, each designed to guide the sales rep through the entire sales process effectively.

Let’s delve into each step in detail:

Source: Sandler

(1) Communication

Bond and establish rapport with your prospect.

The first step in the Sandler selling system is to build a genuine connection with your prospect. This isn't just about business; it's about forming a personal bond that makes them feel comfortable and valued.

Think of this step as laying a strong foundation for a successful sales relationship—building that initial trust is crucial for a smooth journey.

To establish rapport, use your prospect's name (and pronounce it correctly), speak their language, inject some humor, and ask meaningful questions. Clarifying their pain points early on helps in forming a strong connection.

Here are five possible questions to build rapport:

  1. What inspired you to pursue your current role?
  2. What are the main challenges your team is facing right now?
  3. How do you see your industry evolving over the next few years?
  4. What does success look like for your team/company in the near future?
  5. How do you prefer to communicate with new business partners?

Remember, building rapport should start from the discovery call. While you may not secure a sale at this stage, laying a solid foundation is essential.

(2) Up-Front Contract

Set clear expectations.

Establishing clear expectations initially builds trust and reduces any tension the prospect might feel. By being upfront and transparent, you create a low-pressure environment that fosters open communication.

The Sandler Sales Method emphasizes setting ground rules for each interaction. This involves creating a mutual agreement before every meeting, covering the following aspects:

  1. Meeting Objective: Clearly state what you aim to achieve from the meeting and ask the prospect about their goals and expectations.
  2. Rep’s Agenda: Outline what you will cover during each stage of the meeting.
  3. Prospect’s Agenda: Acknowledge what you expect the prospect to address or contribute during the meeting.
  4. Timeline: Communicate the expected duration of the meeting to ensure both parties are aligned.
  5. Desired Outcome: Reiterate your goals and clarify the next steps that will follow the meeting.

(3) Pain

Identify the prospect's pain.

Understanding the prospect's pain points and challenges is crucial. Instead of leading with a product or service pitch, focus on uncovering the prospect's needs, problems, and goals. Ask probing questions to identify where the prospect is experiencing discomfort or dissatisfaction.

Here are some questions to help identify the prospect's pain:

  1. What’s the biggest thing concerning you right now?
  2. How have these challenges impacted your business or team's performance?
  3. Can you tell me more about this problem?
  4. What’s causing this problem?
  5. Can you provide examples of specific instances where these challenges were particularly evident?
  6. What steps have you taken to address these challenges in the past?
  7. What solutions have you tried?

(4) Investment

Uncover the prospect’s budget.

Determining whether the prospect can invest the necessary resources (time, money, and effort) to address the identified problems is important. Openly discussing budget considerations ensures that both parties are on the same page regarding the financial aspects of the potential deal.

Here are some new questions to uncover the prospect's budget:

  1. What is the typical budget range allocated for projects like this in your organization?
  2. How does your company prioritize spending on new initiatives?
  3. Are there any financial constraints or budgetary limits we should be aware of?
  4. What is the approval process for budget allocation within your organization?
  5. Who are the key stakeholders involved in budget decisions for this project?
  6. How do you evaluate the return on investment for similar projects?

(5) Decision-Making Process

Identify the decision-making process.

Understanding the decision-making process within the prospect's organization is essential. This involves identifying key decision-makers, the steps involved in the decision-making process, and the criteria they use to evaluate potential solutions. Tailoring your approach to align with these dynamics increases your chances of closing the deal.

Here are some new questions to identify the decision-making process:

  1. Who else in your organization typically gets involved in decisions like this, and what are their roles?
  2. Can you outline the typical steps your team takes when making decisions of this nature?
  3. Are there any specific criteria or benchmarks your team uses to evaluate potential solutions?
  4. How do you ensure all relevant stakeholders are informed and on board with the decision?
  5. What factors are most important to your team when considering a new solution?

(6) Present Solution

Move into the fulfilment phase.

Once you've effectively identified pain points, uncovered budget constraints, and understood the decision-making process, it's time to move into the fulfillment phase. This phase involves presenting your solution in a way that directly addresses the prospect's identified needs at an acceptable price. The focus is on demonstrating how the product or service can alleviate the prospect's pain and meet their specific requirements.

The fulfilment phase consists of four elements:

  1. The Review: Revisit the pain points, budget considerations, and decision-making process. If everything remains consistent, proceed with the presentation based on the upfront contract. If not, address changes or reschedule the meeting.
  2. The Presentation: Focus on features and benefits that directly address the prospect's reasons to buy. Encourage the prospect to identify the most crucial issue and cover it thoroughly before moving on to the next.
  3. The Close: If the Sandler sales process has been properly implemented, you should be able to close the deal with a "yes" from the prospect. Assess the prospect's readiness on a scale of 1-10. If they're at 10, proceed. If not, identify and address any concerns they may have.
  4. The Confirmation: Ensure the prospect is comfortable moving ahead with the deal by clearly explaining the next steps.

Here are some new questions that may increase your chances of closing a deal:

  1. Based on what we've discussed, would you like to explore a demo further?
  2. Are there any additional features or aspects you want more information about?
  3. Do you have any concerns or reservations we can address before moving forward?
  4. How can we tailor our solution to better meet your specific needs?

(7) Post-Sale

Confirm the post-sale process.

The final step of the Sandler Sales Methodology involves ensuring customer satisfaction and managing expectations after the sale. The post-sell phase is crucial for maintaining customer loyalty and generating referrals. This step includes discussing ongoing support, addressing any remaining concerns, and laying the foundation for a long-term, mutually beneficial relationship.

Here are some new questions to help achieve this:

  1. How satisfied are you with the solution we implemented so far?
  2. Have any new challenges or issues arisen since we started?
  3. What additional support or resources can we provide to ensure your continued satisfaction?
  4. What positive impacts or changes have you noticed since using our solution?
  5. How can we improve or enhance our partnership moving forward?

Sandler Sales Techniques to Try (for Free!)

The Sandler Sales Methodology isn't just a theoretical framework – it offers practical tools and techniques you can implement immediately to boost your sales conversations.

Here are a few to get you started:

  • The Sandler Funnel: This questioning method helps you uncover the prospect's pain points in a structured way. By asking a series of probing questions, you move from general challenges to the specific impact on their business.
  • Up-Front Contracts (UFCs): Ensure transparency and avoid surprises by using UFCs. These brief agreements outline the agenda, expectations, and desired outcomes for each sales interaction.
  • The Negatives Technique: Instead of focusing solely on positive features, acknowledge potential hesitations or concerns prospects might have. This disarms them and allows you to address their objections proactively.
  • Silence is Golden: Don't be afraid of pauses in conversation. Give prospects space to reflect and formulate their thoughts. Often, silence will prompt them to elaborate on their challenges, revealing valuable insights.
  • The Referent Question: When a prospect expresses a problem, ask "Can you tell me more about a time when you experienced this?" This helps them connect emotionally to the issue and underscores the impact it has on their business.

How to Implement the Sandler Sales Methodology

Integrating the Sandler Sales Methodology into your existing sales process may seem daunting at first.

Here are some steps to make the transition smoother:

  • Start Small: Don't try to overhaul your entire approach overnight. Begin by incorporating a few key Sandler techniques into your sales calls.
  • Training and Development: Invest in Sandler sales training for your sales team. This will equip them with the knowledge and skills to effectively implement the methodology.
  • Coaching and Feedback: Provide ongoing coaching and feedback to help your sales reps master the Sandler techniques. Role-playing exercises can be a valuable tool for practicing and refining their skills.
  • Metrics and Measurement: Track key metrics to measure the effectiveness of the Sandler methodology within your organization. Focus on metrics like sales conversion rates and customer satisfaction.

Conclusion

The Sandler Sales Methodology offers a powerful framework for sales professionals seeking to improve their sales process and build stronger client relationships.

By focusing on the prospect's needs, fostering honest communication, and following a structured approach, you can achieve greater sales success and drive repeat business.

Implementing the Sandler Sales Methodology can transform your sales approach and lead to long-lasting success.

FAQs

What Is the Difference Between Sandler and Challenger Sales Methodology?

Here's a breakdown of the key differences between Sandler and Challenger sales methodologies:

(1) Focus

  • Sandler: Customer-centric, focuses on building trust and understanding prospect needs.
  • Challenger: Value-centric, challenges the prospect's assumptions and presents a different perspective.

(2) Communication Style

  • Sandler: Collaborative, uses active listening and open-ended questions.
  • Challenger: Provocative, pushes back on objections and presents disruptive ideas.

(3) Approach to Closing

  • Sandler: Focuses on guiding the prospect towards a solution that benefits them.
  • Challenger: Drives urgency and positions the seller's solution as the best option.

Here's a table summarizing the key differences:

Sandler Sales Methodology  Vs  Challenger Sales Methodology

Choosing the Right Methodology

  • Sandler: Ideal for complex B2B sales where building trust and understanding needs is crucial.
  • Challenger: Effective for situations where prospects are comfortable with a challenging approach and need to be pushed to consider new perspectives.
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Sandler 7 Steps Selling Method: Everything You Need to Know
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Sandler 7 Steps Selling Method: Everything You Need to Know
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Sandler 7 Steps Selling Method: Everything You Need to Know
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