CRM
July 9, 2025

7 Relationship Selling Hacks Only the Pros Know

Salespeople perform best when there is communication Between Field Reps and the Sales Team. Below are 3 Ways to Improve Communication Between Service and Sales. Salespeople perform best when they can understand customer needs and articulate how their product solves the customer’s problem.

There are often other perspectives from elsewhere in the company which can help to add more detail to the salesperson’s understanding of the customer. If the sales team is communicating effectively with frontline staff, this can have a transformative impact on your bottom line. This post will outline three key benefits of this communication, and then take a look at some real-life success stories.

Let’s start with the overall benefits. Implementing a CRM can facilitate communication channels across the business.

3 Benefits of Improving Communication Between Service and Sales

01
Everyone is upskilled

In most businesses, salespeople are selling a product that someone else has built or delivered. The skills of a salesperson are generally very different from the person who produces the goods or service. For example, in the loft company, the sales team have no technical skills regarding loft extensions.

Giving the sales team these skills helps them understand the business better and in turn improves their sales performance. This works both ways as the team installing lofts can develop their skills of qualifying a lead. If through communication everyone is 10% better at their job this will add incredible value to the company.

02
Everyone has better information

If through communicating more effectively everyone has better information it allows them to complete their job more effectively. In companies where the communication flows between the buyers and the sales staff, the improvement was palpable. The sales team had such rich information with which to sell because they had a deep knowledge of the products. The buyers were able to get a more detailed insight into how their products were performing on the shop floor which helped them build ranges around a more sophisticated customer profile.

03
Morale is improved

When communication between sales teams and frontline staff grows, empathy increases. Sales teams often feel exposed on the front line: getting continual negative responses can be mentally frustrating, so emphasising this to other teams is important. Similarly, if the sales team understand the challenges of other teams it will provide them with empathy. For example, a sales team understanding how hard the development team worked to build out their new feature will help build empathy across the organisation.

Once you have empathy you can develop collaboration. The longer teams work as islands you risk them becoming insular, so work hard to build that empathy and bridges can be built over time. Once you have collaboration and understanding you can build better morale and improve business performance.

These two examples, from my consultancy career, highlight the importance of this:

Case Study

Lofty Ambitions

Company A is a high-end loft installation company in London. They provided bespoke solutions for discerning customers and were suitably expensive. The sales team focussed on building a pipeline of interested customers and then liaising with the technical and surveying team to book appointments for them to complete quotations.

£800 The approximate cost of the quoting process including time and labour.
1 in 14 The company’s close rate from initial meetings.

The quoting process was expensive, which, if you include time and labour was around £800. The company’s close rate from initial meetings was 1 in 14. This was still financially viable but an improvement would save them money, and crucially the quoting team could spend more time on more qualified leads.

Time was spent trying to help the sales team qualify its leads more effectively so that they were working on prospective customers who were more likely to buy. The key to this was twofold:

First, the sales team were given more basic technical knowledge; this allowed them to disqualify customers who had impossible or unrealistic demands. A six-month evening course and some internal seminars gave them enough knowledge to eliminate some more unrealistic tasks.

The second element was getting the sales and quoting teams working together to generate a customer avatar for someone who was most likely to buy.

This was an evolving process and really helped them to focus their energy on people they deemed better leads. Some indicators for someone more likely to buy were:

  1. A strong reason for undertaking the work (bedroom for a new child for example).
  2. Focus on outcome rather than budget (Company A are very high-end so will never be the cheapest).
  3. Coming through a referral.
  4. Being responsive to email.
  5. Having some understanding of the technical requirements of the job.
  6. When asked they produce images of styles they like.

These are a few of the key points: the document stretches to over fifty points and is always being developed to check for any signals which make someone look like a well-qualified buyer.

Case Study

Know Your Style

Company B is a mid/high range store which sells women’s dresses in-store and online. Around 80% of the sales are done in the store because the dresses need to fit perfectly.

80% Of the sales are done in the store.
2–3 Salespeople man the store.

The store is manned by two or three salespeople who are experts at building rapport and making adjustments and fittings so that the customer gets a perfect result. They also upsell accessories that work well with the dresses.

The sales team generally perform well but are highly commissioned so look for ways to increase their sales. We looked at ways they could improve, with more time working with the buyers explored as an option. There is a buying team of three who source all the ranges from sellers all over the world; they give some information to the sales team but actually, a lot of the pieces have interesting backstories and are made in totally unique ways.

A new approach was for the buyers to spend two days per month with the sales team giving them much more in-depth information on the product. Some of the designers and dressmakers also visited to give presentations on their products. This also had the unexpected benefits of giving the buyers more sales context, and it helped them when sourcing the next ranges.

Communication between sales teams and other frontline staff can have huge benefits when staff are given a platform for collaboration and sharing knowledge and ideas.

Do you want to be a pro salesman? If so, you need to master the practice of relationship selling. Now more than ever before, prospects want to know that they can rely on their consultants, even in the toughest of times. Linkedin’s 2020 State of Sales Report shows that buyers are actually craving the support of their consultants. The pandemic has shown us that when the chips fall, clients need to know they can count on you, that they can call on you when they need to, and that you’ll be there for them no matter what.

Fostering this kind of relationship is tantamount to your product’s success. In a world where the next big thing pops up almost weekly, customer loyalty can make or break you. In order to gain that trust and loyalty from your customers, you need to work on your relationship selling, not just social or transactional selling.

Typically, relationship selling works exceptionally well in B2B environments because they involve longer sales cycles and products or services with higher costs, which is why it would work well for you. But when you stop to think about it, relationship selling is all around us. Think about your barber or hairstylist. How long have you been seeing them? Do you go to the same one all the time, or choose a different one every time you need a haircut?

There’s a good chance that it’s the former, and that’s because barbers and hairstylists use relationship selling to bolster their customer loyalty. When you’re going to get your haircut, it’s not just about the cut. You go to the same stylist because you trust them. Often, you’ll spend the time talking about your life and theirs, and you’ll feel more like you’re in a friendship situation rather than a consumer-seller relationship. You trust that your hairstylist knows your hair and the kind of cuts you like or the products that work best for you. That’s because they’ve taken the time to learn about you and your hair. This is relationship selling.

Back in 2012, when Starbucks employees started to write customers’ names on their cups, it was because they knew of the value of relationship selling. Making their customers feel less like a number or face in the crowd, and more like an individual human being with a name and face, is one of the reasons why Starbucks customers are so loyal.

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Relationship Selling Process Hacks:

Now that you’ve decided that relationship selling is best practice for you, let’s look at the relationship selling process. Relationship selling pros rely on seven factors to help them achieve success. If you follow these tips, you, too, can be a relationship selling pro.

Research your prospect and prepare ahead of time

1. Research your prospect and prepare ahead of time

If you want to make a good first impression on your prospect, it’s important to make sure you know who you’re meeting. You need to research everything you can, not just about their company, but about them as individuals as well. You’re building a long-term relationship with your prospect or client, so the better you know them, the quicker you’ll be able to anticipate their needs and their wants. This is probably one of the most important factors to successful relationship selling. If you don’t know your clients or prospects well enough, they’ll feel it. If you’re reading off cue cards about them on sales calls, they’ll hear it. You won’t be building any trust with clients if you don’t know them. So research, research, research.

2. Listen more than you speak

We’ve touched on this before and probably will again because it’s that important. Active listening shows empathy. Empathy encourages trust. Trust makes sales. As noted in the first point, you must research your prospect prior to engaging with them, but research can only get you so far. This is why you must listen to what they say, but also to what they don’t say. Active listening is key to understanding your client and their pain points, and the more you listen, the higher chance you have of closing the deal. Studies show that salespeople who spend less time talking and more time listening have higher closing rates. One of the reasons for this is that when you steamroll through a conversation and spend more time talking, clients have a harder time trusting you. Why would they want to be a repeat customer when you’re too busy pitching to actually hear them?

Listen more than you speak

3. Give targeted advice to your prospect’s goals

When you pay attention to what your prospect is saying to you, you can give them better advice. Target advising is a great way to once again build that client’s trust. If they know that you’ve been paying attention and have discovered ways to help them, specifically, they will trust in you and your product or service. So be sure that through your research and practicing active listening, you’re able to come up with some targeted advice to help them achieve their goals. If during a conversation, you’ve heard them mention that X is a massive pain point, you can use that to suggest Y to help with their problem. Pay attention, and take notes if necessary.

Give targeted advice to your prospect’s goals
Follow up by providing valuable information

4. Follow up by providing valuable information

We know that we seem to be saying the same things in all of these points, but that’s because they all tie in together. It’s difficult to master one without also mastering the others. Providing valuable information to your clients or prospects will, again, build that trust that consumers and companies are so desperately seeking these days. After your initial phone call, do some more research and take note of things you think would be valuable for them. You can follow up about this information in an email or by phone, but phone calls are more personal. So if possible, always opt for a call rather than an email.

5. Be honest and transparent about what you can and cannot do

If your client or prospect is asking for or needs something that you are unable to provide, do not promise them that you can. Breaking the trust of a client is the last thing you want to do, so it’s important that you’re always transparent with them.

Be honest and transparent about what you can and cannot do
Be patient, reliable, and real (pre- and post-sale)

6. Be patient, reliable, and genuine (pre-and-post sale)

Reliability is one of the main things clients and prospects are looking for. They want to know that you are someone they can count on and call on at any time, even after the sale is finalized. As the saying goes, patience is a virtue. Remember, these companies are likely spending a lot of money on your product or service. Trying to rush them through a sale will get them nowhere. Being patient as they ask questions and debate whether to purchase will let them know that you understand what a big undertaking is. And, of course, be honest. Don’t let them think they’re talking to a fake persona who’s just trying to sell them something. Yes, you want that sale, but you’re also here for them before and after it.

7. Know when to walk away gracefully

Be persistent, but don’t be a pest. If they’ve made it painfully clear that they are not interested, do not continue to pester them. Not only will they not buy your product or service, but they will also likely talk to others in their line of business and advise them not to buy from you. Knowing when to walk away gracefully will leave the prospect with respect for you and your company. Maybe they’re not in the market for your product now, but if you’ve made a good impression and walked away when you should, they might call you back when they’re in need.

Know when to walk away gracefully

How we do it at Wingmate…

Relationship selling is a great marketing tactic to not only sell your product or service but also to retain customers. Prospects are looking for long-term relationships these days, and are far more likely to return to a company that they trust and have a good relationship with. If you follow these tips and tricks, you’ll be well on your way to becoming a relationship selling pro.

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