The biggest problem that companies face when buying a new system isn't finding and assessing suitable and capable technology. Instead, it is working out exactly what is needed, to satisfy all requirements and internal demands - many of which aren't instantly obvious - and working out how to introduce a system to the company.
It is our experience that in most cases, if a company has issued an RFP, it shows that this process has not been completed. Information-gathering is important in helping companies elicit requirements, and RFPs can be an essential part of this process (as well as necessary for due diligence), but an RFP will not solve the "softer" decision-making issues. Nor will it guarantee that a system will "fit" the various different places in a company that it will be used in.
In trying to bridge this gap - and as believers in word-of-mouth marketing, and in being uncomfortable with aggressive selling "techniques" (cold-calling, etc.) - we found ourselves casting around for innovative selling strategies. Along the way we came across some interesting books: Hank Trisler's classic "No Bull Selling", published in 1983 and Neil Rackam's 1987 consultative selling book "Making Major Sales", were milestones.
But it wasn't until we came across Sharon Drew Morgen's 1997 book "Selling with Integrity", where she introduced the concept of buying facilitation, that we felt we had found a way in which we consistently wanted to work with customers.
Selling with integrity/buying facilitation is based on several key principles and beliefs:
The Six Principles
Buying Facilitation: The Beliefs
We have therefore found that the most productive way forwards in pre-sales situations involves supporting prospective customers in discovering what their critical needs are, and what their internal decision-making process is (the main criteria, how these will be evaluated, and by whom). This "exploration" phase can happen in various ways - meetings, questionnaires, workshops, demos, pilot schemes.