If you want your sales team to be effective, focus on business acumen
This article was originally published in Sales & Marketing Management here.
It’s not enough to prepare for a sales call with general industry knowledge. Sellers need business acumen: a customer-specific grasp of business objectives and the metrics a customer uses to measure success.
Sellers need these insights in order to be agile in conversation and adjust their talking points as needed to address the motivations of different executives. That’s how they can position themselves — and the companies they work for — as true partners in success.
As it stands, only 20% of salespeople are prepared to offer any real value during a sales call. For sales leaders, it’s essential to develop their teams’ business acumen so that sellers are equipped to develop ongoing relationships with customers.
Customer-Centric Sales
Business acumen brings credibility. A seller who can range around in a conversation, listening for cues to shift to different business priorities and genuinely landing on the executive’s radar, will be invited back for further meetings.
This savvy also allows sellers to engage around the entire sales cycle and open up opportunities throughout. When sellers can see things from a customer’s perspective, they become trusted advisors.
Sales leaders can build their teams’ business acumen by facilitating the following steps:
1. Gather deep industry knowledge.
It’s not enough to have company-specific information; sellers need a working knowledge of their customers’ industries as well. It goes beyond “show me you know me” to being able to demonstrate exactly how a product or service will benefit a business — or, more to the point, the person seated across the table or fielding the call.
Sellers need to gather in-depth information about prospects and customers. Hit up social channels, read their 10-Ks, and keep up with industry press to know what’s going on right now: What are prospects’ recent struggles? Successes? Competitors? Customers they serve? What are the personas and demographics? All this information can provide context, allowing the seller to speak directly to prospects’ pain points and develop custom solutions for their businesses.
2. Develop the skills to secure a meeting.
Of all the skills to master as salespeople, getting introductions tops the list. In fact, 70% of customers value “connected processes” — contextualized engagements. Think of it as a seamless hand-off between a person in the seller’s network and a decision maker at a company.
Introductions entail more than the introduction itself. They also involve a strong point of view and the right questions to ask so that the customer executives open up about their businesses. It’s all about being relevant and bringing value to the conversation.
Related Post: 4 Ways to Help Your Salesforce Excel
3. Understand customers’ metrics.
Many salespeople enter the room with some understanding of a customer’s business challenges. Not as many come in with knowledge around the financials, initiatives, and KPIs used to measure success. Knowing how an executive will measure success lets a seller speak to those points specifically.
The seller must focus on the customer by offering assistance, following up regularly, and even helping to strategize next steps. The goal here is to ensure that the customers adopt the company’s products or services and see its business value. After all, their success will encourage additional purchases and a stream of revenue over time.
Related Post: How to Lead High Value Meetings with Senior Executives
4. Pair the offer with the value proposition.
Sellers need to have an offer that’s helpful or valuable. They need to know the products or services that will address the customer’s business challenges.
These discussions should carry over into training and enablement. One way to prepare sellers is through simulations, which let customer-facing teams immerse themselves in a customer’s challenges. Being on the inside of a business allows sellers to become more intuitive and develop custom solutions for current customers. And practice, whether with a seller’s manager or a professional coach, helps sellers to develop confidence in a safe environment.
Business acumen opens up the playing field for sellers, whether that’s through a new opportunity, greater customer success, or increased influence with a different executive within the customer’s business. Conversational agility and opportunity will give sellers the consultative skills that foster successful relationships.
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Organizations have long wanted to scale coaching, but have been limited by cost and capacity. With AI, that's beginning to change —new platforms are making coaching more accessible, flexible, and available on demand, extending support beyond a select group of leaders to entire populations.
For talent leaders, this shift creates both opportunity and complexity. With greater reach comes a new set of trade-offs: how to balance access with depth, flexibility with accountability, and efficiency with meaningful development.
The limits of unlimited (coaching)
Unlimited coaching sounds like the obvious answer. Remove the barriers, give everyone access, let people engage on their own terms. What's not to like?
In practice, quite a bit.
When coaching has no defined structure or cadence, engagement tends to become episodic - people show up when something feels urgent and step back when it doesn't. The coaching relationship never quite deepens. Conversations cover ground but don't build on it. And the development that was supposed to happen keeps getting pushed to the next session, and the next.
Three patterns emerge:
- Sporadic engagement over sustained development. Without a rhythm to anchor the work, coaching becomes reactive. Clients bring whatever is most pressing that week rather than working toward something larger. Progress happens in bursts, if at all.
- Insights that don't compound. Great coaching reveals patterns over time - things a client can't see in one session but can't unsee after several. Without continuity, and without a consistent coaching relationship to hold the thread, each conversation starts close to zero.
- Outcomes that are hard to measure. No milestones. No defined endpoint. No clear way for the organization, or the client, to know whether it's working. Activity fills the gap where impact should be.
The result is a model that's easy to scale and hard to defend. Which is exactly the problem talent leaders are navigating right now.
The relationship is the lever
Decades of research into what makes coaching work keeps arriving at the same answer: it's the relationship. Not the platform, not the methodology. The relationship.
When a coach and client build trust over time — developing shared language, returning to the same themes with increasing depth — something shifts. Conversations get more honest. Insights stick. The client starts doing the work between sessions, not just during them. That's when coaching becomes genuinely transformative, and it can't be rushed or replicated in a one-off session.
The ICF and EMCC are clear on this: continuity is what dives outcomes. The coaching engagements that produce lasting change are the ones where each session builds on the last, not the ones that simply offer more access.
Three principles make that possible: Consistency, Continuity, and Completion.
1. Consistency
The foundation everything else is built on.
The temptation when designing a coaching program is to treat flexibility as a feature — let people book when they want, swap coaches freely, engage on their own schedule. But frequent coach changes reset the clock. Every new coach has to earn trust, learn context, and find their footing with the client. That's time spent getting started, not getting somewhere.
A stable coaching relationship works differently:
- The coach starts to see around corners — patterns the client can't see themselves
- The client stops performing and starts being honest
- The relationship itself becomes a source of accountability, not just the sessions
Consistency doesn't constrain the work. It's what makes the deeper work possible.
2. Continuity
What turns a series of sessions into genuine development.
Without continuity, coaching tends to be additive at best- each session offers something useful, but nothing compounds. With it, the work builds on itself in ways that can't happen in isolated conversations.
What continuity makes possible
- A limiting belief surfaced in session three becomes a thread that runs through the rest of the engagement
- A behavioral pattern the client couldn't see at the start becomes impossible to ignore by the end
- Space opens up for the harder work - the kind that requires sitting with discomfort across multiple sessions, not resolving it quickly and moving on
That slower, deeper work is where lasting change actually happens. It doesn't come from more sessions. It comes from the right sessions, in the right order, with the same person.
3. Completion
The most underrated principle of the three.
In a world of unlimited access, there's no finish line, and without one, it's surprisingly hard to know what you're working toward, or whether you've gotten there. A defined endpoint changes the entire shape of an engagement.
A clear endpoint
Creates urgency and focuses every session on what matters most
- Shifts the question from "what should we talk about this week?" to "what do we need to accomplish before we're done?"
- Gives both coach and client a body of work to look back on, not just a log of conversations
For talent leaders, this is also what makes coaching legible as an investment. Sessions logged is an activity metric. A cohort of leaders who completed a structured engagement and can articulate what changed, that's a result.
Don't just scale it, design it (here’s how)
The opportunity in front of talent leaders right now is significant. The organizations that will get the most from this moment are the ones that treat coaching design as seriously as coaching delivery.
Practical design decisions
- Define the arc before you launch: set the number of sessions, the cadence, and the goals upfront, not after people have already started booking
- Protect the coaching relationship: Make coach switching the exception, not the default, and design your program to discourage unnecessary re-matches
- Build in milestones: create structured check-ins at the midpoint and end of each engagement so progress is visible to both the coach and the organization
- Separate on-demand support from developmental coaching: Use AI-enabled tools for in-the-moment guidance, and reserve structured engagements for the deeper work
- Measure completion, not just activation: Track how many people finish an engagement, not just how many start one
Questions to pressure-test your design
- Does every participant know what they're working toward before their first session?
- Can your coaches see enough context about a client's journey to pick up where they left off?
- Would you be able to show, at the end of a cohort, what changed, and for whom?
Access opened the door. Intention is what makes it worth walking through.
In today's fast-changing business environment, excelling in Revenue Growth Management (RGM) is essential for Commercial Leaders aiming to boost revenue and profit, both now and in the future.
Unlike traditional methods that confine RGM to pricing actions, forward-looking Commercial Leaders recognize that activating a holistic, end-to-end RGM strategy that is consumer/shopper focused and customer-back, leads to more significant growth and allows leaders and teams to not only anticipate, but actively influence consumer demand and customer needs.
Historically, Revenue Growth Management (RGM) has been approached as a temporary and reactionary project, which was typically led by external experts in response to inflationary markets. This limited approach confined the benefits to a small part of the business and focused on short-term results, rather than embedding RGM as an ongoing, fundamental aspect of business strategy that could deliver sustained, long-term growth.
Today, mature RGM organizations treat RGM strategy and execution much differently, positioning the actions at the center of their strategic operations, embedding capabilities deeply within their organizational processes and ways of working. This transformation is not just procedural but is a shift that forces RGM strategy, tactics, and mindset into every action and function of the business.
Strategic integration of RGM at scale: A roadmap for success
- Build strong in-house expertise: To see the scaled benefits of RGM, develop strong capabilities within your commercial teams and intermediate understanding of your cross-functional teams. When your leaders and teams fully grasp RGM tactics and mindsets, it creates scaled-impact that can be sustained without external reliance.
- Encourage cross-functional collaboration: The effectiveness of RGM strategy and execution is only fully realized when it involves a fully cross-functional team. Promoting collaboration between sales, marketing, finance, R&D, and the supply chain enriches insights, strategy and execution feasibility, and organizational success.
- Integrate RGM strategy into key business processes: By connecting RGM directly to critical operations such as budgeting and strategic planning, you ensure that RGM principles are woven into the fabric of annual planning instead of being treated as a one-time project. This integration influences everyday decisions and guides long-term business strategies.
- Overcome implementation challenges with effective change management: Embracing a robust RGM approach involves substantial change and a shift in traditional revenue growth mindsets. Address these challenges through strong change management practices, aligning team incentives with new strategies and providing clear, successful examples of RGM in action to inspire and motivate your teams.
The competitive edge of building RGM capability across the organization:
- Encouraging innovation from Consumer-Back: It’s no surprise that RGM should be activated starting with consumer and shopper insights. When truly building a strategy from the consumer-back, you build a mindset and process that is ripe for innovation. This helps your company stay competitive and lead industry trends and demands, instead of reacting.
- Aligned decision-making for the short and long-term: A thorough RGM strategy speeds up and improves the day-to-day decision-making process of consumer and customer facing commercial teams. It helps ensure that decisions—like setting pricing strategies, choosing promotional activities, or allocating resources—are aligned with the market’s immediate needs and long-term goals for the category.
- Boosting market responsiveness: In today’s volatile business climate, the ability to swiftly adapt to market changes is invaluable. Decentralizing RGM capabilities enables cross-functional local teams to be agile to market shifts in strategic ways, turning potential challenges into opportunities, while still staying aligned to the longer-term market objectives.
- Cultivate a results-driven culture: Building RGM roles across the organization allows for greater ownership and accountability to improve revenue and ultimately grow market share. This means a greater population has a direct role to play in driving business performance and are responsible for keeping an external pulse on consumers, shoppers, and customers.
Implementing a cohesive RGM strategy, instilling the right mindsets, and providing the leaders and teams with the tools and processes needed to be successful, is no small feat. However, the revenue, profit, and market share impact can be substantial when an aligned RGM strategy is deployed at scale. This strategic commitment positions your company for enduring success and a powerful competitive advantage in today’s dynamic consumer, shopper, and customer landscape.
While small and medium-sized enterprises (SMEs) play a vital role in driving economic growth and innovation, they often face unique challenges when dealing with banks. This makes relationship banking crucial to their success. By strengthening their relationship banking models, banks can differentiate themselves from competitors by improving the support they provide to SMEs, helping these businesses overcome challenges and thrive in the marketplace. In discussions with owners of SMEs about their experiences with banks, four common concerns emerge:
- Access to credit. Obtaining financing for purposes such as working capital, expansion, or equipment purchase is a significant challenge for SMEs. Banks often perceive them as riskier borrowers due to their limited credit history, lack of collateral, or volatile revenue streams, which can make it difficult to secure loans.
- High interest rates and fees. SMEs may face higher interest rates and fees compared to larger, more established businesses due to banks' perception of greater default risk, as well as limited financial transaction volumes.
- Complex application processes. SMEs often face time-consuming and complex loan application processes, requiring extensive documentation such as financial statements, tax returns, and business plans.
- Inflexible lending terms. SMEs may struggle with inflexible lending terms, including strict collateral requirements, short repayment periods, or covenants that restrict operational flexibility. These terms can make it difficult for SMEs to manage cash flow and invest in growth.
By adopting the following approach, relationship managers can help businesses overcome these challenges:
- Advocate for clients within the bank, helping them secure financing for business expansion, capital investments, working capital growth, and asset accumulation.
- Offer guidance on optimizing cash resources within the constraint of limited capital resources.
- Provide advice on managing personal wealth accumulated through business ownership.
This approach requires a set of knowledge and capabilities:
- Business acumen—an understanding of SMEs’ unique needs and business challenges.
- Recognition of the essential role cash flow plays in small business success and an understanding of how to optimize it.
- Familiarity with the financial impact of bank products on SMEs' finances.
- Understanding of small business funding models, including the roles of owners, banks, and investors.
- Insight into the migration of SMEs to medium-sized enterprises.
Equipped with these capabilities and this knowledge, bankers can employ critical relationship management skills at four key stages:
- Planning. Gain local market knowledge and industry/sector expertise before engaging with clients.
- Discovery. Approach SMEs with a focus on their unique needs, recognizing the distinct characteristics of owner-managed and owner-financed businesses.
- Engagement. Position offerings from a client-impact perspective, rather than a bank- product perspective, addressing the specific needs and challenges of SMEs.
- Closing. Adopt a partnering approach and act as an advocate for SME clients within the bank, particularly when dealing with credit functions and decision-makers.
By focusing on these areas, banks can enhance their relationship banking model for SME customers, providing personalized support and tailored financial solutions to help small businesses succeed in a competitive landscape.
Related content
Organizations have long wanted to scale coaching, but have been limited by cost and capacity. With AI, that's beginning to change —new platforms are making coaching more accessible, flexible, and available on demand, extending support beyond a select group of leaders to entire populations.
For talent leaders, this shift creates both opportunity and complexity. With greater reach comes a new set of trade-offs: how to balance access with depth, flexibility with accountability, and efficiency with meaningful development.
The limits of unlimited (coaching)
Unlimited coaching sounds like the obvious answer. Remove the barriers, give everyone access, let people engage on their own terms. What's not to like?
In practice, quite a bit.
When coaching has no defined structure or cadence, engagement tends to become episodic - people show up when something feels urgent and step back when it doesn't. The coaching relationship never quite deepens. Conversations cover ground but don't build on it. And the development that was supposed to happen keeps getting pushed to the next session, and the next.
Three patterns emerge:
- Sporadic engagement over sustained development. Without a rhythm to anchor the work, coaching becomes reactive. Clients bring whatever is most pressing that week rather than working toward something larger. Progress happens in bursts, if at all.
- Insights that don't compound. Great coaching reveals patterns over time - things a client can't see in one session but can't unsee after several. Without continuity, and without a consistent coaching relationship to hold the thread, each conversation starts close to zero.
- Outcomes that are hard to measure. No milestones. No defined endpoint. No clear way for the organization, or the client, to know whether it's working. Activity fills the gap where impact should be.
The result is a model that's easy to scale and hard to defend. Which is exactly the problem talent leaders are navigating right now.
The relationship is the lever
Decades of research into what makes coaching work keeps arriving at the same answer: it's the relationship. Not the platform, not the methodology. The relationship.
When a coach and client build trust over time — developing shared language, returning to the same themes with increasing depth — something shifts. Conversations get more honest. Insights stick. The client starts doing the work between sessions, not just during them. That's when coaching becomes genuinely transformative, and it can't be rushed or replicated in a one-off session.
The ICF and EMCC are clear on this: continuity is what dives outcomes. The coaching engagements that produce lasting change are the ones where each session builds on the last, not the ones that simply offer more access.
Three principles make that possible: Consistency, Continuity, and Completion.
1. Consistency
The foundation everything else is built on.
The temptation when designing a coaching program is to treat flexibility as a feature — let people book when they want, swap coaches freely, engage on their own schedule. But frequent coach changes reset the clock. Every new coach has to earn trust, learn context, and find their footing with the client. That's time spent getting started, not getting somewhere.
A stable coaching relationship works differently:
- The coach starts to see around corners — patterns the client can't see themselves
- The client stops performing and starts being honest
- The relationship itself becomes a source of accountability, not just the sessions
Consistency doesn't constrain the work. It's what makes the deeper work possible.
2. Continuity
What turns a series of sessions into genuine development.
Without continuity, coaching tends to be additive at best- each session offers something useful, but nothing compounds. With it, the work builds on itself in ways that can't happen in isolated conversations.
What continuity makes possible
- A limiting belief surfaced in session three becomes a thread that runs through the rest of the engagement
- A behavioral pattern the client couldn't see at the start becomes impossible to ignore by the end
- Space opens up for the harder work - the kind that requires sitting with discomfort across multiple sessions, not resolving it quickly and moving on
That slower, deeper work is where lasting change actually happens. It doesn't come from more sessions. It comes from the right sessions, in the right order, with the same person.
3. Completion
The most underrated principle of the three.
In a world of unlimited access, there's no finish line, and without one, it's surprisingly hard to know what you're working toward, or whether you've gotten there. A defined endpoint changes the entire shape of an engagement.
A clear endpoint
Creates urgency and focuses every session on what matters most
- Shifts the question from "what should we talk about this week?" to "what do we need to accomplish before we're done?"
- Gives both coach and client a body of work to look back on, not just a log of conversations
For talent leaders, this is also what makes coaching legible as an investment. Sessions logged is an activity metric. A cohort of leaders who completed a structured engagement and can articulate what changed, that's a result.
Don't just scale it, design it (here’s how)
The opportunity in front of talent leaders right now is significant. The organizations that will get the most from this moment are the ones that treat coaching design as seriously as coaching delivery.
Practical design decisions
- Define the arc before you launch: set the number of sessions, the cadence, and the goals upfront, not after people have already started booking
- Protect the coaching relationship: Make coach switching the exception, not the default, and design your program to discourage unnecessary re-matches
- Build in milestones: create structured check-ins at the midpoint and end of each engagement so progress is visible to both the coach and the organization
- Separate on-demand support from developmental coaching: Use AI-enabled tools for in-the-moment guidance, and reserve structured engagements for the deeper work
- Measure completion, not just activation: Track how many people finish an engagement, not just how many start one
Questions to pressure-test your design
- Does every participant know what they're working toward before their first session?
- Can your coaches see enough context about a client's journey to pick up where they left off?
- Would you be able to show, at the end of a cohort, what changed, and for whom?
Access opened the door. Intention is what makes it worth walking through.
Three decisions that changed everything.
Two years ago, we made three deliberate decisions about how BTS would move with Applied AI.
We would become our own Customer Zero.
While others were building strategies, defining governance, and waiting for clarity, we made a different call: we decided not to wait. Not because the stakes were low, but because they were high. And because in a space evolving this quickly, clarity wouldn’t come from planning. It would come from movement.
So instead of starting with a roadmap, we started with three principles:
- No top-down mandate. The people closest to the work figure it out.
- IT must evolve from gatekeeper to enabler - leading AI trials and fast experimentation.
- Don’t wait for certainty.
We set the organization in motion, and once we did, things started to move quickly.
What if we started this company today?
Waiting for certainty is itself a choice, and it’s costing companies more than they realize.
We started where we knew the work best: our simulations. No perfect plan, just teams moving, trying, and iterating.
Simulations are core to who we are at BTS. Companies that simulate don’t just make better decisions; they execute faster and build more engaged cultures.
The team asked a simple question:
"What if we were to start our company today?”
That question started the flywheel.
They asked IT for a few licenses and started building - vibe-coding, writing agents, and testing tools - moving at a pace that would make any VC-backed start-up smile.
The messy middle.
At first, the team was underwhelmed.
The early reports were blunt:
“Not good with math.”
“Poor graph capabilities.”
The team wasn't discouraged. They kept tinkering - jumping between tools, staying on top of new releases, experimenting constantly.
This was a small team, across 24 countries, building off each other’s ideas. Laughing at crazy creations. Breaking things. Iterating in a sandbox alongside real clientwork.
Each cycle produced something:
- A sharper scenario
- A faster build
- A more powerful simulation
The flywheel was turning, and it was generating something real.
When the diamond appeared.
Then something shifted.
The team moved into client trials across five countries. They figured out ISO compliance and built the architecture to handle the complexity, the “spaghetti.”
And what emerged wasn’t incremental:
- What used to take weeks started happening in days.
- Limited creativity started to feel like unlimited innovation.
- Clients became self-serving.
- Agentic simulations were built directly into client systems for real-time updates and preparation.
This was our first AI diamond - a high-impact outcome created by many cycles of experimentation compounding into real value.
It only appeared because we kept the flywheel turning, each cycle increasing the odds that something would break through.
95% adoption in eight weeks.
Then it was time to take the AI diamond global.
BTS is decentralized and highly entrepreneurial. We operate across 24 countries and 38 offices, where local teams have real autonomy.
And historically? That’s meant a low appetite for adopting something built somewhere else and pushed from the center.
So we expected resistance.
Instead, something surprising happened.
In the first eight weeks, we saw 95% adoption across our global footprint.
It felt completely different from our own digital initiatives, ERP implementations, top-down rollouts of the past.
This moved on its own. Why?
We realized it didn’t start with a framework or a model, it started with a feeling.
The feeling of being at the leading edge of one’s craft and profession.
- Joy
- Excitement
- Pride
As we watched this play out across teams it stopped feeling like isolated wins.
There was a pattern to it. A repeatable, organic, innovation motion.
And the flywheel didn’t stop with simulations.
It spread across finance, sales enablement, legal, operations, and client delivery. Some cycles led to small improvements, and others revealed new diamonds.
Not becausewe planned for them, but because we built the conditions for people to find them.
The question I'd ask any CEO right now: Is your flywheel turning, or are you still waiting for the perfect plan?
In part 2, I’ll share the key success factors behind the breakthrough, and what we’re now seeing across more than 120 global clients.
La maggior parte delle riunioni di vendita non fallisce.
Semplicemente non porta a una decisione.
Ed è lì che si perde valore.
I clienti di oggi sono più informati, più selettivi e hanno meno tempo.
Non hanno bisogno di altre presentazioni di prodotto.
Hanno bisogno di conversazioni che li aiutino a stabilire le priorità, decidere e andare avanti.
Eppure, il 58% delle riunioni di vendita non riesce a creare valore reale.
Non perché i venditori manchino di capacità, ma perché le conversazioni non sono progettate per far avanzare le decisioni.
“I clienti non agiscono su ogni esigenza che riconoscono.
Agiscono quando qualcosa diventa una priorità.”
In questo breve executive brief scoprirai:
- Perché la maggior parte delle conversazioni informa… ma non porta all’azione
- Cosa spinge davvero i clienti a stabilire priorità e muoversi
- Come creare urgenza senza compromettere la fiducia
- Il passaggio dal presentare soluzioni al facilitare decisioni
- Cosa distingue le conversazioni che si bloccano da quelle che accelerano il progresso
Se i tuoi team stanno affrontando trattative bloccate, decisioni ritardate o un pipeline lento, questo brief ti aiuterà a capire il perché e cosa fare in modo diverso.
Scarica l’executive brief e scopri come progettare conversazioni che portano davvero a decisioni.