About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Sales Unplugged: Everything You Need to Know About FinTech Sales – and More

Subscribe to our newsletter

By Michael Walford-Grant

They say that in life timing is everything.

And so it was that in February 2020, after more than 30 years’ working in sales for financial data management and technology companies, including PolarLake, AIM Software, SunGard and FIS, I decided to start my own sales consultancy.

Within a month, the UK was in lockdown, and consumed by the Covid-19 pandemic.

But out of adversity comes opportunity. I was able to use the downtime to come up with the idea for a ‘dip in, dip out’ guide to remind me of the best practices and tips on any particular sales topic; for example, a contract negotiation, or a morning of lead generation activities.

It got me thinking: There’s potential for a book here! And last November, I signed a book deal with Morgan James, an international publisher based in New York.

The result of my endeavours is Sales Unplugged. Designed primarily for B2B salespeople, both experienced and those early in their careers, it is an easy-to-read aide memoire of sales best practices. The book is also well suited for business owners, and practicing consultants, that are required to sell, but do so instinctively having never been formally trained.

Sales Unplugged draws on the ‘best practice guides’ I created for my early consulting assignments, themselves based on my experiences over my three decades as a sales executive. In pulling these together, three things struck me:

  • How much of what I do, I do instinctively, without thinking.
  • There were valuable skills and techniques I had completely forgotten, or had never come across.
  • There are things I know, but don’t always do.

The materials in the book are a stripped-down collection of curated best practices of what I consider are the necessary foundations and disciplines for consistent high performance in sales.

To supplement these, Part 2 of the book – Stories From the Front Line – is a collection of anecdotes, capturing my more memorable experiences from the coal face, ranging from the dramatic to the funny to the deeply personal.

It includes winning deals, losing deals, people conflicts, being sacked, ambulances, terrorist attacks, the day Lehman Brothers went down, and enduring a formal performance improvement process. Some of the highlights will be published by Data Management Insight in a mini-serialisation for the benefit of readers.

If there are a couple of conclusions I have been reminded of, both because of compiling the book and operating as a sales consultant, they are these:

  • Keep everything you do as simple as possible, and
  • Be proud of the sheer breadth of knowledge and skills you have acquired, to operate as a B2B salesperson.

You can pre order a copy of Sales Unplugged through your on-line favorite book store, or if you cannot wait until the publication date in December, then you can order a signed copy directly from me; just message me on LinkedIn.

Enjoy, and good selling!

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unpacking Stablecoin Challenges for Financial Institutions

The stablecoin market is experiencing unprecedented growth, driven by emerging regulatory clarity, technological maturity, and rising global demand for a faster, more secure financial infrastructure. But with opportunity comes complexity, and a host of challenges that financial institutions need to address before they can unlock the promise of a more streamlined financial transaction ecosystem. These...

BLOG

Reconciliation and the Silent Revolution Reshaping Financial Operations

By Sarva Srinivasan, head of global strategy and managing director at NeoXam, Americas. In most financial institutions, reconciliation has traditionally lived quietly in the background. It is often viewed as a necessary control process that ensures transactions, positions and balances match across systems and counterparties. Important, yes, but rarely considered fundamental to the business. But...

EVENT

TradingTech Summit New York

Our TradingTech Summit in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

The DORA Implementation Playbook: A Practitioner’s Guide to Demonstrating Resilience Beyond the Deadline

The Digital Operational Resilience Act (DORA) has fundamentally reshaped the European Union’s financial regulatory landscape, with its full application beginning on January 17, 2025. This regulation goes beyond traditional risk management, explicitly acknowledging that digital incidents can threaten the stability of the entire financial system. As the deadline has passed, the focus is now shifting...