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B2B Sales Rep
Alex Buckles

*Four Buyer Personalities in B2B Sales* and How to Communicate With Them

Have you ever been in a scenario where you didn’t respond quickly and you get that nudge from a prospect asking you where things stand? And in your head you’re like, “I promised that to you this morning…chill.” That can be frustrating, to say the least. Or maybe you’ve been in a scenario where you worked really hard compiling everything someone asked for and then…crickets, which leads to disappointment and frustration on the selling side.

Understanding the personalities you’re engaging with will help you communicate more effectively and will result in fewer disappointments or surprises on both sides of the purchase or evaluation.

One of the most popular ways to assess this is using the DiSC assessment. If you’re curious, feel free to read up on the history of DiSC. Here’s a breakdown of how these four personality types are defined:

D: Dominance

  1. Common Characteristics: Direct, Strong-Willed, Decisive, Demanding, Risk Taker, Self Starter, and Action Oriented.
  2. Focus/Values: Big Picture (not the details) & Goal Achievement
  3. How to Communicate: 
    1. Be direct and concise. Don’t beat around the bush.
    2. If you need to disagree or challenge, do so objectively with facts.
    3. Keep this person in the loop. They like to be involved, especially for key decisions. Don’t let them feel like the decision was made without them, even if it was.
    4. Provide options and choices. They want to make the decision; not be told.
    5. Set clear goals and objectives

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I: Influence

  1. Common Characteristics: Talkative, Enthusiastic, Persuasive, Outgoing, Social, Humorous, People-Oriented, Energetic, Vocal, and Inspiring.
  2. Focus/Values: Friendship, Happiness, Social Approval, Team Motivation
  3. How to Communicate: 

This person will gossip, so be sure to give them good reason to gossip about you in a positive way or to spread the message YOU want to spread internally.

If a disagreement is necessary, be especially cautious about the environment. Remember, social approval is important and you don’t want to put that at risk.

Try to involve them collaboratively and in group settings. 

Compliment them when appropriate. They appreciate compliments more than most. You will see them light up with a compliment or with recognition, which is a good indication of the “I” personality type.

Be sure not to jump straight to business with this personality type. Try chatting a bit upfront to be a little social before getting to the agenda.

S: Steadiness

  1. Common Characteristics: Even-Tempered/Calm, Patient, Humble, Understanding, Good Listener, Reserved, Sincere, Introverted, People-Oriented, Supportive, and Stable.
  2. Focus/Values: Balance, Trust, Loyalty, Security, and Helping Others
  3. How to Communicate: 
    1. Like the “I” above, try not to jump straight to business. Chat a little bit upfront with a friendly tone and build rapport. Rapport is important to this personality type.
    2. They will answer questions when directly asked, but prefer listening more than speaking, so don’t be alarmed if a stakeholder with this personality is quiet.
    3. Change can scare this personality as they enjoy stability and security. Ensure you’re directly addressing how to handle any change your proposing. Make them feel comfortable about it.
    4. They perform better with individuals or small groups of people they know well. Be cognizant of this. 
    5. Give them time to make decisions and take extra time to walk them through things. They do not like to be rushed.

C: Conscientiousness

  1. Common Characteristics: Analytical, Systematic, Perfectionist, Even-Tempered, Precise, Competent, Skeptical, Cautious, Detail-Oriented, Careful, and Consistent.
  2. Focus/Values: Objective Reality Check, Facts, Accuracy, Quality
  3. How to Communicate: 
    1. Be prepared to back up any statement you make with facts and/or data. 
    2. If proposing change or challenging this stakeholder, just like a “D” profile, show up with the facts to support your case. 
    3. This person’s objectivity can come across as being insensitive, but know it’s not personal. They sometimes don’t take others’ feelings into consideration.
    4. This person is considered highly-reliable internally. If they say something will work, it’s believed because the rest of their team knows how objective and detail-oriented they are. If they’re a functional or technical evaluator, be sure you’re checking the boxes this personality wants to check. 
    5. Show them appreciation or compliment them on their thoroughness and attention to detail.
    6. This personality type tends to value personal space, so be sure to give that to them in a one-on-one situation.

Not to further complicate things, but most stakeholders may have traits or characteristics across each of these personality types. Most reps won’t have the time to go to this level of granularity, but imagine if you’ve got a stakeholder that’s categorized as “Di” (Dominance & Influence), and they’re classified as an opponent in terms of vendor preference. That’s a problem you should pay attention to.

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Mollie Bodensteiner

Revops Advisory

 

Mollie Bodensteiner is an experienced operations professional with a demonstrated track record of utilizing technology to support operational processes that drive performance and innovation.

She currently is the Vice President of Operations at Sound and owns go-to-market agency, MB Solutions. Mollie has previously held operations leadership roles at Deel, Syncari, Corteva and Marketo.

She has over 14 years of experience in both B2C and B2B operations and technology. When she is not working, Mollie enjoys spending time with her husband, three small children, and two large dogs.

Childhood Career/Dream:
Growing up in the age of Disney and Nick@Nite I always wanted to be a child actor (good thing that never was actually pursued 🙂

Favorite Win:
I am not sure I have a specific “win” but I think I get the most joy and excitement from coaching others and watching them hit major milestones in their career. The first time you get to promote someone on your team or watch them lead a major project – are always career highlights!

Personal Fun Facts:
Favorite Song: If it’s love, Train
Favorite Movie: Good Will Hunting
Favorite Meme: Disaster Girl

Kelsey Buckles

Director of Operations

 

My journey from Education to Operations has equipped me with a unique perspective and skill set that perfectly aligns with Forecastable’s mission to help businesses improve sales collaboration through partner co-selling strategies.

At Forecastable, I am passionate about empowering teams and organizations to unlock the full potential of strategic partnerships. By leveraging my expertise in communication, leadership, and operational efficiency, I contribute to creating seamless co-selling processes that align with business goals and deliver exceptional results.

The intersection of my educational foundation and operational experience fuels my dedication to fostering alignment, building trust, and enhancing collaboration between partners. I am driven by the opportunity to contribute to a platform that not only optimizes sales strategies but also strengthens relationships that lead to long-term growth.

Paul Jonhson

Chief Technology Officer (Co-founder)

 

Paul Johnson has 20+ years of software development and consulting experience for a variety of organizations, ranging from startups to large-enterprise organization with highly-complex needs.

Mr. Johnson has a long track record of successful technology deployments.
This, combined with his deep passion for machine learning and exceptional user experience design, allows him to lead our technical direction from the front with confidence.

Alex Buckles

Product, Partnerships, and Value Engineering (Co-founder)

 

After serving in The United States Marine Corps, Alex Buckles spent the next two decades as a student of revenue production and an advocate for innovation.

Along the way, he has helped numerous companies achieve double and triple-digit growth by crafting and executing high-performing go-to-market strategies, with co-selling at the center of each.

As a once-advanced technical marketer, an expert sales & partner professional, and a strong customer success advocate, Mr. Buckles understands the impact of these functions aligning not only on revenue production, but on the day-to-day execution of the go-to-market strategy. This concept of revenue-team alignment is what quickly became the foundation of Forecastable back in January of 2018.

In his free time, you’ll find him spending quality time with his children, one of whom is on the autism spectrum. 1 in 36 children in the U.S. are on the spectrum and boys are four times more likely to be diagnosed than girls.

With that in mind, Mr. Buckles plans on dedicating the rest of his life serving those living with autism, through his organization Pathways for Autism. From his perspective, there must be a scalable and financially self-sustaining infrastructure established to put as many individuals with autism as possible on a path towards complete independence as adults.

Dave Govan

Chief Executive Officer, Forecastable, Inc.

Dave Govan is the Chief Executive Officer of Forecastable, Inc., a Privately Owned, Managed Services SaaS business helping Companies improve Collaboration and Sales Productivity with Partners. In his role Dave leads all aspects of the business.

Prior to Forecastable, Dave was the Global Chief Revenue Officer for NetWitness, a $200m business in the CyberSecurity Industry. At NetWitness, Dave led all customer-facing functions including Sales, Marketing, Channels, Professional Services, Customer Support, Customer Success and Sales Operations. In his role Dave assisted the Chairman on hitting EBITDA and Revenue Targets for the new Private Equity Owners after carving the business out from three other businesses at RSA as well as divesting from Dell EMC. Dave created and led a customer-first approach unifying all functions internally and externally to manage the transition and rebuild the organization. Prior to Netwitness, in his first two years at RSA, Dave was RSA’s Chief Revenue Officer of the Americas achieving his Revenue Targets in 2019 and 2020 and grew the business from $400 to $540 million across all Product Lines.

Prior to joining RSA, Dave was Vice President of Sales within the Big Data, IoT and Analytics Division of Hitachi Vantara for two years improving collaboration between Hitachi’s Hardware Sales Organization and his Organization resulting in closing large Software Contracts and achieving Plan. Prior to joining Hitachi, Dave served as Chief Revenue Officer for two early-stage SaaS growth companies, Sailthru and Dynamic Yield in the Marketing Technology space. In each role Dave built SaaS businesses from the ground up and laid the foundation for successful exits. At Sailthru, his Team closed 250 New Logos in 2 ½ years and grew Revenue from $3.7m ARR to $32m ARR Run Rate, increasing AOV by 10x. Prior to Sailthru, Dave founded and operated G2 Strategic Advisory Services full time, for five years helping Technology founders optimize Go-to-Market Strategies and improve Sales and Marketing execution.

Previously, Dave was Chief Revenue Officer of the Americas for VeriSign leading a $200m+ Sales Organization. At VeriSign, Dave turned around the organization and consistently achieved his numbers resulting in a 37% CAGR vs the Industry Standard CAGR of 17%. Prior to VeriSign, Dave worked as Chief Revenue Officer, in the Data Integration space joining Juice Software pre-product and helping the scale to their first Enterprise Customers. Previously, Dave worked at NetPerceptions, market leader in Personalization Technology, as VP of Sales for US East, Canada and LATAM. Prior to NetPerceptions, Dave worked for five years at Oracle Corporation in the Enterprise Major Accounts Organization. In his second year at Oracle, Oracle’s Executive Leadership Team named Dave Global Account Manager of the Year and he was given a double promotion to Regional Sales Manager, his first Sales Leadership role.

Dave started his technology industry sales career at Digital Equipment Corporation, the then 2nd largest Technology Company in the World. At DEC, Dave received excellent training and mentorship which helped him become a successful Major Account Executive, achieving Plan Eight years in a row, including two Top 10% Awards out of 5,000 Reps resulting in six promotions in eight years.

Dave’s professional development includes training by Dr. Jeff Spencer, former Olympian and Author of Champion’s Blueprint, and completion of Executive Training Programs with Dr. Noel Tichy, Director of the University of Michigan’s Global Leadership Program as well as an Executive Leadership Course at Babson College’s Executive Education Center.