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We continually find that many direct salespeople struggle when it comes to helping customers make financial and operational decisions. If salespeople fail to perform, this may be the cause.

In response to this problem, some larger companies provide finance-dedicated specialists to assist salespeople to create Return on Investment (ROI), lease versus buy, payback, break-even and cash flow analysis. We have also seen a plethora of financial apps to help salespeople with mathematical and business calculations. This is an expensive solution that does not address a more fundamental issue.

Customers Want and Need Help

In complex sales involving technology and/or services, it is vital for direct salespeople to have the business and finance acumen to help justify big ticket purchases or leases. Customers expect it. A financial and operational decision is always part of the buying process. Knowing the technology, product, the customer and the market is not enough