B2B Sales Strategies

A market map with 10,000 companies is impossible to prioritize. These are the 300 to know. I was a VP of Product in sales tech. And I was frustrated with the maps I found. So I've been studying the space and speaking with experts. Here's the players you need to know: — ONE - Core: Revenue Operating System This is your CRM, your system of record - where your sales operation begins. I break this into 3 segments: Enterprise Platforms → Built for large organizations with complex workflows and high-volume deals → Salesforce, Oracle, Microsoft Dynamics 365, SAP Growth-Stage Solutions → Designed for growing businesses that need scalable tools but with flexibility to adapt → HubSpot, Pipedrive, Zoho CRM, SugarCRM Modern CRMs → Startups and fast-scaling companies looking to move fast without rigid systems rely on modern CRMs. → Attio, Affinity, Close.io, Copper, Freshsales. — LAYER TWO - Engagement & Intelligence These tools power outbound outreach, automate sequences, and provide real-time data on prospects: → Outreach, Salesloft, VanillaSoft, Groove Engagement tools ensure your team hits the right prospect at the right time. — LAYER THREE - Revenue Acceleration These platforms shorten deal cycles: → Gong, Salesloft, Chorus.ai, Ebsta With real-time feedback and actionable insights... — LAYER FOUR - Data & Enrichment Your outreach is only as good as the data backing it. These platforms ensure you’re reaching out to right prospects. → ZoomInfo, Apollo.io, Clearbit, Lusha, Hunter io, Cognism — SATELLITE CLUSTERS - Modern GTM Stack These tools enhance parts of the GTM journey. AI-Enhanced Tools → Automate and personalize content creation at scale. → Writer, Grammarly, CopyAI, Jasper Product-Led Motion → Identify sales-ready leads through product engagement. → Pocus, Intercom, Breyta Sales Enablement → Equip sales teams with training, resources, and playbooks to perform at their best. → Seismic, Spekit, Allego Conversational GTM → Convert prospects directly through real-time chat. → Drift (now part of Salesloft) — SATELLITE CLUSTERS- Emerging Categories These are adjacent categories sales teams often still use. Product Analytics → Track user behaviors post-sale for better upsell and retention opportunities. → Amplitude, Mixpanel Customer Success → Ensure long-term customer retention and success beyond the initial sale. → Gainsight, Catalyst, Totango Workspace Integration → Enable seamless collaboration across sales and operations. → Notion, Slack, Airtable, monday.com Revenue Orchestration → Connect workflows across different systems to streamline revenue operations. → NektarAI, Tray.io, Workato, Boomi — This took a lot of time. Reshare ♻️ if you loved this post. What tools would you add?

The shift from seats to agents pressures SaaS margins. At the same time, the longstanding practice of getting enterprise customers to pre-commit and also prepay for functionality they may never deploy will get harder as CIOs look to free budget for their own LLM costs. To weather the storm, some SaaS companies have increased prices. This boosts revenue and margins in the short-term but can't be done repeatedly and creates even greater scrutiny over shelfware as procurement teams right-size and shift contracts to "pay as you go." To achieve sustainable growth, SaaS companies need to become hyperefficient at sales and marketing. Here are common ways to do so and who's doing it well: 1. PLG. Shopify and Atlassian exemplify efficient go-to-market based on product-led growth with free trials, low-friction upgrades and upsells. Their sales teams only need to get involved in the biggest opportunities at the largest accounts; every other step in acquisition, commercial transaction, activation, onboarding, and growth is self-service and automated. 2. Vertical SaaS. Guidewire Software and Veeva Systems are laser-focused on insurance and life sciences, respectively. Rather than casting a wide net, they spear-fish with deep domain knowledge and purpose-built solutions for that industry's specific workflows and regulatory requirements. Guidewire doesn't need to buy Super Bowl ads– their annual customer conference is the Super Bowl for property & casualty insurance executives. Nearly zero GTM effort is wasted– unsurprisingly they're the two most efficient on the list. We modeled Hearsay Systems after both these companies, and this focus allowed us to win incredible market share among Fortune 500 banks & insurers despite only raising $60M in totality. 3. Relocate operations to lower-cost regions and AI. This is private equity's favorite playbook to take costs out of companies they buy. Field sales continues to shift more to Zoom, which means you can hire AEs anywhere. Inside sales contributes a greater % of revenue as PLG motions are established. AI handles top-of-funnel leads qualification and generating marketing content and campaigns. 4. Focus on gross revenue retention. Because of high customer acquisition costs in #SaaS, leaky buckets are margin killers. Use LLMs to help customer success teams analyze product usage, segment cohorts, and identify opportunities to increase value realization. Put in guardrails to prevent sales reps from overselling an account, as doing so only creates churn in the next renewal cycle. 5. Introduce another product line. This only works if your new product has the same buyer as your existing products. Many SaaS acquisition pro formas fail to actualize for this reason, as it's not actually feasible to have the same AE sell both old and new products. Every SaaS company right now needs to double down on one or more of these levers in the AI era.

Branding in B2B is more important than ever. That's a fact...or better yet, facts! B2B marketing was once all about facts, figures, and rational decision-making. Creativity? That was for B2C. But in 2025, the game has changed. B2B and B2C buyers are the same humans, driven by emotions first, logic second. That’s why brand is now a company’s most valuable asset. Marketing Week reports a major shift: in 2021, lead generation ranked as the 3rd most important B2B strategy, now it’s 7th. Meanwhile, brand awareness jumped from 6th to the top priority in 2024. For years, B2B companies relied on product-first strategies, dropping most of the cash into short-term lead generation. But as differentiation becomes near impossible, with features and offerings being nearly identical, the real competitive edge isn’t what you sell, it’s how you make customers feel. AKA B R A N D. Why Brand Wins Over Product - IBM vs. cheaper alternatives? Trust. - Salesforce dominates CRM? Familiarity. Why do buyers choose one car over another with the same specs? Once again B R A N D. Branding isn’t about logos or colours; it’s about trust, credibility, and being top of mind at the right moment. But why invest in brand? - Reduces risk perception: A strong brand makes buyers feel safer choosing you. - Shortens sales cycles: Familiar brands require less convincing. - Attracts top talent: People want to work for admired brands. - Creates pricing power: Strong brands command higher prices. - Future proofs your business: Products get copied. Brands endure. 4 Key steps to build a strong B2B srand: 1: Shift from product to purpose to benefit. Stop marketing what you do. Start marketing why it matters. IBM helps businesses ‘Build Smarter Businesses.’ HubSpot helps them ‘Grow Better.’ Your brand purpose should be at the core of your ecosystem. 2: Tell better stories. People remember stories, not specs. Case studies, success stories, and founder journeys humanize your brand and build trust. 3: Invest in distinctive assets Logos, colours, taglines, music... and so on, they create instant recognition. Think Salesforce’s blue cloud, Slack’s multicolour hashtag, or AWS’s signature orange. 4: Play the long game brand building isn’t a quick win, it’s a long-term strategy. Top-of-funnel activities now drive more financial value than performance marketing, with CMOs allocating 51%+ of their budgets accordingly (Marketing Week). If branding is still an afterthought for your B2B strategy, it’s time to rethink or prepare to fade into irrelevancy very soon...In life, the best product doesn’t always win. The best brand does.

How far are we from agents replacing human sellers? Short answer: not even close. At least not in complex B2B / enterprise. Everyone compares this to coding. That’s a mistake. Coding has clean data, clear outcomes, tight feedback loops. Sales has messy data, fuzzy truth, and most deals fail. You’re training on a system where failure is the majority outcome. Now layer on reality. 1. Sales runs on missing information. You don’t know the real budget, the internal politics, what competitors are saying, or what happens when you’re not in the room. A lot of the truth never even makes it into the system. It happens over dinners, side conversations, hallway moments. 2. You’re not selling to a buyer. You’re navigating a buying group with conflicting incentives and power dynamics. It’s hard for humans to read. For an agent, it’s guesswork. 3. Time is the devil. Every day introduces risk. You need to push, but push too hard and you’re out. Don’t push enough and you’re also out. That balance is not something you brute-force with automation. So no, agents aren’t replacing human sellers anytime soon. But they will dominate parts of the job. Anything that looks like execution and consistency, agents will crush. Prospecting, qualification, handling known objections, and especially follow-ups that never slip. And the part humans hate most, the messy middle of the deal. Chasing stakeholders, coordinating next steps, recapping decisions, keeping momentum alive. Agents don’t get tired, don’t avoid awkward follow-ups, and don’t drop the ball. Agents won’t replace sellers. But sellers without agents? Good luck! :)

The CFO never looked up from his phone. Until I changed two words in my pitch. Budget approved in 120 seconds. My mentor didn't even open my deck. Three months of customer insights. All he wanted was one number. "But our satisfaction scores are incredible-" "Justin, let me tell you a story." He pulled up an old presentation: "See this chart? Best customer feedback in company history. Team got cut the next quarter." I sat there stunned. "Now watch this." He opened another deck. Just three slides: - $2.1M in prevented churn - $800K in accelerated deals - $1.2M in expansion revenue "Same exact work. Different story." Then he taught me the million-dollar translation: Instead of: "Customers love our new feature!" Say: "Usage drove $300K in upgrades." Instead of: "Satisfaction is at an all-time high!" Say: "We prevented $1.2M in churn." Instead of: "Customers are referring more!" Say: "Referrals accelerated $500K in pipeline." The work didn't change. The words did. When I pitched Q3 results. The CFO stopped checking his phone. The CEO leaned forward. Budget discussions lasted 2 minutes. Because I wasn't selling happiness. I was showing money. Your metrics tell a story. Make sure it's one worth funding.

Enterprise Sales is a different beast. You’re thinking about it all wrong. The difference between a $50K and a $500K deal is NOT fancy Negotiation skills or Disco tactics. You need to learn BUSINESS ACUMEN like a VP. I’ve worked 100s of $6-7 fig deals. Here are the 5 hardest lessons I wish I knew before going upmarket: 1. AEs Don’t Close Deals—They Rally The Troops Lone wolves don't close 7-fig deals. Enterprise AEs are like film directors—connecting champions, execs, and influencers across both companies, so the deal feels inevitable. It’s never about one hero; it's about orchestrating every player: CEO who shares the vision, VP Product who tackles tough questions, Exec Sponsor who secures buy-in. High-stakes deals demand the best your company can offer. Great AEs know how to get it. 2. Complex Sales = World Class Project Management In enterprise deals, you’re more PM than a seller. Big deals die in the details: missed tasks, unaligned stakeholders, and endless email threads. New people jump in mid-cycle, each needing context. Your job: bring order to chaos. Protect momentum, keep everyone aligned, and ensure nothing slips. Top AEs co-create timelines, organize materials in Deal Rooms and tailor every detail. 3. AEs Master Buying (not Selling) My biggest breakthroughs came not from sales training but from buying software and interviewing CXOs. That’s when I realized: If you understand how budgets, approvals, and internal priorities work, you don't need sales tactics. Empathy becomes your superpower because you know what each stakeholder needs (financially and politically) to say YES. Want to excel at enterprise? Study how companies justify ROI, CFOs think, and champions navigate approvals. 4. There’s No Sales Process—Only a Buying Process Your buyer doesn’t care if you’ve hit Stage 3 in your CRM. They care about their own maze of priorities, budgets, and internal politics. Top AEs ‘dance’ around the sales stages. They choreograph moves based on what the deal needs next—like looping in a board member to champion them behind the scenes or going after end-users to outshine a competitor who started at the top. 5. AEs Think Transformation, Not Pain Points Execs won’t write $1M checks to fix a clunky spreadsheet workflow. They need to see a solution driving company-wide impact—like a strategic pivot or entering a new market. If you’re only uncovering small headaches, expect a small deal. But connect those symptoms to a transformation—and the CFO listens. —— Enterprise sellers think and act like business leaders. Not salespeople who want to close deals. Yes, they know the fancy sales tactics. But that's not the point… When buyers see you think like them. When you work a deal like it’s their internal project. You unlock trust that deserves 6-7fig budgets. P.S. We built Aligned to help manage the complexity of Enterprise Sales. A 100% FREE Deal Room used by 40K sellers. Try it https://lnkd.in/dwX_Zizk

Modern Trade (MT) vs. General Trade (GT): Two Different Games, Two Winning Strategies 1- Winning in MT: Success in MT is about planogram excellence, offering the right formats and prices as per brand value proposition, securing prime shelf and off shelf space, and in-store activations. Promo bursts (BOGO, % discounts, Giraffes, Premiums, Bundling), seasonal offers and loyalty programs drive shopper engagement. Strong JBPs, ability to negotiate rebates, trade spend and credit terms are critical as MT retailers will push to squeeze out margins, maximize spend and ask for extended credit. Stock management with JIT replenishment & sell-through analytics ensures efficiency, preventing expiries and returns. 2- Winning in GT: GT success is built on maximizing coverage, ensuring availability and visibility—because what is available and visible sells! a- Optimized Reach: Balancing Direct Reach through a distributor (van sales & pre-sell for high-weighted retailers) and Indirect Reach through wholesale (for lower-tier penetration) is key to achieve the targeted weighted coverage with the optimal cost-to-serve. Wholesalers focus on SKUs with high rotation and ensure reach to lower end of the trade if given the right incentives (trade deals, margins, loyalty programs, etc). Direct reach pushes a wider range of SKUs scaling growth through trade incentives, margins, volume based deals and product education drives. b- Strategic Distributor Partnerships: Choosing the right distributor with strong capabilities and one with a portfolio that complements your portfolio is key to success. A good GT distributor requires a portfolio that encompasses a mix of fast-moving Hero SKUs (to drive volume and upselling) and high-margin SKUs (to cover distribution costs). Having exclusive distributors in GT for your business does not guarantee success and can limit penetration especially if your portfolio does not combine a mix of high volume hero SKUs and high margin SKUs. c- Disciplined Execution & Performance Tracking: Setting clear KPIs on volumes, reach, availability, and execution to drive distributor accountability is key. Regular business reviews focused on growth plans is a must. Two channels, two different approaches—but both require precision, execution excellence, and strategic management to win. The right channel strategy must be supported with differentiated format offerings for each channel, supported by the right tools (POSM, Chillers, Trays, etc) and coupled with strong brand building plans driving demand generation and salience on the path to purchase. #Nestlé #ModernGeneralTrade #RouteToMarket #ExecutionMatters #RetailStrategy

In the U.S., you can grab coffee with a CEO in two weeks. In Europe, it might take two years to get that meeting. I ’ve spent years building relationships across both U.S. and European markets, and if there’s one thing I’ve learned, it’s this: networking looks completely different depending on where you are. The way people connect, build trust, and create opportunities is shaped by culture-and if you don’t adapt your approach, you’ll hit walls fast. So, if you're an executive expanding globally, a leader hiring across regions, or a professional trying to break into a new market-this post is for you. The U.S.: Fast, Open, and High-Volume Americans love to network. Connections are made quickly, introductions flow freely, and saying "let's grab coffee" isn’t just polite—it’s expected. - Cold outreach is normal—you can message a top executive on LinkedIn, and they just might say yes. - Speed matters. Business moves fast, so meetings, interviews, and hiring decisions happen quickly. But here’s the catch: Just because you had a great chat doesn’t mean you’ve built a deep relationship. Trust takes follow-ups, consistency, and results. I’ve seen European executives struggle with this—mistaking initial enthusiasm for long-term commitment. In the U.S., networking is about momentum—you have to keep showing up, adding value, and staying top of mind. In Europe, networking is a long game. If you don’t have an introduction, it’s much harder to get in the door. - Warm introductions matter. Cold outreach? Much tougher. Senior leaders prefer to meet through trusted referrals—someone who can vouch for you. - Fewer, deeper relationships. Once trust is built, it’s strong and lasting—but it takes time to get there. - Decisions take longer. Whether it’s hiring, partnerships, or leadership moves, things don’t happen overnight—expect a longer courtship period. I’ve seen U.S. executives enter the European market and get frustrated fast—wondering why it’s taking months (or years!) to break into leadership circles. But that’s how the market works. The key to winning in Europe? Patience, credibility, and long-term thinking. So, What Does This Mean for Global Leaders? If you’re an American executive expanding into Europe… 📌 Be patient. One meeting won’t seal the deal—you have to earn trust over time. 📌 Get introductions. A warm referral is worth more than 100 cold emails. 📌 Don’t push too hard. European business culture favors depth over speed—respect the process. If you’re a European leader entering the U.S. market… 📌 Don’t wait for permission—reach out. People expect direct outreach and initiative. 📌 Follow up fast. If you’re slow to respond, the opportunity moves on without you. 📌 Be ready to show value quickly. Americans won’t wait months to see if you’re a fit. Networking isn’t just about who you know—it’s about how you build relationships. #Networking #Leadership #ExecutiveSearch #CareerGrowth #GlobalBusiness #US #Europe

💡 In B2B marketing, the fundamental unit of purchase decision-making is the Buyer Group. In other words, getting the different members of the Buyer Group to agree on a specific vendor is what has to happen to close a deal. LinkedIn partnered with Bain & Company and NewtonX to research the main drivers of Buyer Group decision-making. We found that [1] being known across the Buyer Group of a target account and [2] being trusted by the marketplace were the most important dimensions when being bought. 🎯 81% of purchases were made of vendors that everyone or almost everyone in the Buyer Group knew on Day One. 🎯 Only 4% of final purchases that were made were of vendors/products that only the expert recommenders knew. 🎯 Buyer Group members will pay more for products that their colleagues already know (by a ratio of 3:1), because your colleagues knowing about a vendor makes it a less risky choice. 🎯 Buyer Groups will not fight for products that their colleagues don't know, even if they think that product is better (3:1) because persuading colleagues to take a risk is more difficult than sacrificing potential functionality/quality. 🎯 All other things (like price and product quality) being equal, Buyer Groups will pick a well-known product/vendor over ones that are less well-known (3:1), because less well-known vendors were harder for the group to agree on. 🎯 The further away you are from technical knowledge of the product in your Buyer Group role, the more you rely on brand factors to shape your decision-making. Legal, finance, HR and Procurement, for example, have huge influence here and are much more influenced by brand than product experts and users. We feel our findings open up a few new ways of thinking about how to be successful in B2B marketing and selling - and show the role played by brand in every live sales process. Brand is not just an investment in getting bought in the future. It is a form of decision-insurance and risk-mitigation that makes it one of the main reasons that products get bought right now. Jann Martin Schwarz Jamie Cleghorn Tom Stein Nick Primola Rob Gold Sascha E. Jackie Cutrone #B2BMarketing #BuyerGroupMarketing #B2Believe

For my first 16 years in tech sales, I averaged 240K/year W2 income. In my last 4 years, I averaged 720K/year. In order to triple my income, I had to change my sales approach entirely. Here's what I changed: I started using a new approach that I now call Yo-yo selling: 🪀 Yo-yo selling emphasizes starting at the executive level, conducting thorough discovery within the organization, and then returning to the executive with a tailored business case. Like holding a yo-yo, you are constantly in communication with the Executive Sponsor and updating them as you collect information and conduct deep discovery lower down in their organization. You are literally going up and down the organization, but always taking everything back to the Executive Sponsor to surface your findings along the way. Here's a breakdown of the framework: 🎯 𝐈𝐚𝐧 𝐊𝐨𝐧𝐢𝐚𝐤’𝐬 “𝐘𝐨-𝐘𝐨 𝐒𝐞𝐥𝐥𝐢𝐧𝐠” 𝐅𝐫𝐚𝐦𝐞𝐰𝐨𝐫𝐤 This strategy involves a three-step process: 1. Start at the Top (Executive Engagement) Initiate contact with a senior executive to understand their most pressing challenges, the reasons behind the need for change, and the consequences of inaction. If your solution aligns with their needs, secure their sponsorship for further discovery within their organization. To secure the Executive Meetings, it's essential to create a tailored POV (point of view) on where you think you may be able to help them based on your initial research of their highest level goals and priorities. Chat GPT has made this research a LOT faster now. 2. Conduct In-Depth Discovery (Middle Management) Engage with department heads and key stakeholders to uncover the day-to-day challenges they face. Focus on understanding their processes, pain points, and the implications of current inefficiencies. Gather direct quotes and insights to build a comprehensive view of the organization's needs. 3. Return to the Executive (Present Findings) Compile the insights gathered into an executive summary and business case. Present this to the executive sponsor, highlighting how your solution addresses the identified challenges. Tailor your demonstration to focus solely on relevant aspects that solve their specific problems. 🚀 Why It Works 1. Accelerates Sales Cycles: Engaging executives early ensures alignment and expedites decision-making. 2. Builds Credibility: Demonstrates a deep understanding of the organization's challenges and showcases a tailored solution. 3. Facilitates Internal Buy-In: By involving various stakeholders, you ensure that the solution meets the needs of all parties, increasing the likelihood of adoption. I'm pleased to share that that Yo-yo selling was recently awarded as a Top 15 Sales Tactic of All Time by 30 Minutes to President's Club, and I received a cool plaque for entering the 30MPC Hall of Fame. Since I have no chance of entering the Hall of Fame for my baseball or golf game, this is a nice consolation prize 😁