The customer is not a data point

Picture: Getty Images / Unsplash

The human element in an increasingly automated sales world

A sales manager recently said, “Our people are much faster these days. But I am not sure if they are also better listeners.” That statement pretty much sums up the issue. There is a lot of talk in sales right now about artificial intelligence – about conversation summaries, chatbots, quote templates, automated follow-up emails, and systems that assess how promising a lead is. Much of this saves time, and some processes do actually improve as a result. But a customer must not be reduced to just a case number in the process.

Humanity in sales does not mean sounding especially friendly or handling every interaction personally. It is about taking the customer’s decision-making process seriously. Their role, budget, and likelihood of closing the deal tell only part of the story.

In B2B, no company makes the decision

In B2B, it’s rarely “the company” that buys. In the end, people make the decisions, and each of them bears their own risk. The buyer doesn’t want to have to explain later why they purchased at too high a price. The technical team needs a solution that delivers in everyday use what the presentation promised. Executive management doesn’t want to approve an investment that causes internal unrest. The project manager may be wondering who will stand by them when things get difficult after the implementation.

Such thoughts do not appear in any CRM field. They tend to show up in terse emails, evasive answers, or carefully worded objections. “We need to discuss this internally again.” “Your offer is interesting, but the price is ambitious.” “We’ll be in touch.”

Sales departments tend to quickly categorize such statements – for example, as a price objection, a time constraint, a postponement of the decision, or “no need.” These categories provide clarity but do not always get to the heart of the matter. Often, an objection is not driven by resistance but by a need for protection. The customer does not want to make a mistake, does not want to be left on their own internally, and wants to avoid a situation where a vendor is more attentive before the order is placed than after.

Anyone who jumps straight into the argument the moment the word “price” comes up quickly ends up discussing discounts or using standard phrases. A closer look leads to a different question: “Is this really about the price right now, or is it more about how you can justify this decision internally?”

What an opened quote does not reveal

If a customer opens a quote multiple times, it could indicate interest. Equally possible are uncertainty, internal consultation, or a follow-up question from the purchasing department. Perhaps someone is looking for arguments to support the decision. It could also simply be a coincidence.

Artificial intelligence can analyze such signals, recognize patterns, and suggest next steps. What it does not t know for sure: What is going on in the customer’s mind?

Data shows behavior, but it does not automatically explain the situation behind it. That is exactly where the salesperson’s job begins. Anyone who uses AI to send the same generic emails faster is not improving sales. On the other hand, those who use it to prepare better can listen more closely during the conversation.

The idea is uncomfortable, but true: Those who used to talk right past the customer can now write right past the customer more elegantly.

A scene from everyday sales life

A salesperson is discussing an offer with a prospective customer. The customer keeps coming back to the price. The obvious reaction is to explain the benefits, highlight the quality, and mention follow-up costs. Objectively speaking, there is nothing wrong with that. Nevertheless, the conversation is not moving forward at all. Then another question comes up: “Who would you have to convince internally to approve this investment if you decide to go ahead with it?”

Suddenly, the direction changes. The price was not the real problem. The contact was concerned that management would reject the switch to a new provider. It was not the amount that was blocking the decision, but the personal responsibility for the recommendation. Moments like these are what make for good sales. What matters is not the perfect answer to an objection, but the ability to correctly assess a situation.

“I understand you” proves very little

Many sales conversations sound empathetic without actually being so. “I understand you.” “I can certainly relate to that.” “You’re not the first person to say that.” Phrases like these can be appropriate. Often, however, they come across as mere verbal polish that smooths over an uncomfortable point without truly addressing it.

Empathy is not demonstrated by sounding understanding. What matters is what happens next. Does the salesperson allow for a pause, even though they have been itching to respond? Do they ask an uncomfortable follow-up question? Do they address a risk that both sides sense, but no one has yet named?

Advertisement
MEI (Banner)

Sometimes, what helps is not another feature overview, but an honest statement: “I get the impression that we’re talking about the price right now, but you’re not actually convinced by the offer.” Those who understand the customer better don’t sell in a more accommodating way. They sell more clearly.

What sales managers ask shapes customer interactions

It would be too easy to simply appeal to the attitudes of individual salespeople. Sales organizations bear a significant share of the responsibility. If the Monday meeting focuses mainly on how many proposals are out there, by Friday hardly anyone is talking about what is really causing the customer to hesitate. People are guided by what is regularly asked, praised, and monitored.

A sales manager should therefore not only want to know how high the probability of closing a deal is. Equally important would be the question: “What do we know about the customer’s decision-making situation?” Or: “What risk is the customer currently trying to avoid?” Such answers do not fit as well into a spreadsheet. For a reliable sales forecast, however, they are often more valuable than a neatly maintained percentage figure.

Salespeople are under pressure, too!

Margins must be maintained, deadlines are looming, delivery issues weigh on conversations, many details need to be coordinated internally, and some customers don’t respond for days on end. This shifts their perspective. When a salesperson has already mentally locked in the order, even a legitimate follow-up question from the customer can quickly feel like an obstacle.

That is why new AI tools alone are not enough. Salespeople also need self-management skills. They need to recognize when they are becoming impatient, when they are unnecessarily bringing up competitive pricing in customer conversations, or when they are applying sales pressure for no reason.

Used correctly, artificial intelligence can take some of the burden off salespeople. It can gather industry information, organize meeting notes, map out decision-maker roles, and prepare talking points. This creates more mental bandwidth. What matters is how it is used: for even more emails and additional activities in the system, or for greater confidence and composure to conduct more productive customer conversations. Not every customer wants more personal contact. Some want a fast, digital, and seamless process. That, too, is part of good customer focus. Humanity, therefore, does not mean inserting a salesperson into every interaction. It’s about recognizing when a customer wants to proceed on their own and when they need a human touch.

The human touch becomes important when things get uncomfortable

Good sales rarely shine through in the easy moments. When needs are clear, initial conversations are friendly, and interest is high, many salespeople come across as professional. Things get critical when a proposal has been sitting with the company for two weeks, the purchasing department is pushing for a lower price, the specialist department suddenly goes silent, or no one openly says what’s blocking the decision.

In such situations, salespeople often resort to politeness: “I’ll check in again next week.” The phrase sounds pleasant, but it often merely postpones the uncertainty. A more helpful approach would be to be direct: “May I be frank? I get the impression that there’s still something standing in the way of the decision, but we haven’t clearly identified it yet.”

A salesperson must not merely be a facilitator of the process. They must help the customer make a sound decision. This sometimes involves voicing dissent. “If you’re looking exclusively for the cheapest provider, we’re not the right choice for you.” Or: “If I were you, I wouldn’t downplay the effort involved in switching. That’s why we should go through it together now.” Statements like these aren’t comfortable. But they show that the salesperson isn’t just focused on closing the deal, but also on the consequences of the decision.

Efficiency is not the same as quality

Many companies are working to make purchasing processes more efficient. That makes sense. But efficiency must not be confused with quality.

A customer does not always need more personal contact. If they do need a salesperson, though, they want one who thinks, listens, and does not fall back on a scripted response to every objection. The salesperson should be able to tell whether the customer is negotiating, protecting themselves, evading the issue, or actually rejecting the offer.

Perhaps that is the real danger in sales. Not that AI sounds like a human, but that people are starting to sell like bad AI: correctly, quickly, smoothly, politely, and interchangeably.

Then everything sounds professional – but the human touch is missing. While AI can respond, it is the salesperson who must understand and take action.

Oliver Schumacher 

Sales trainer Oliver Schumacher is setting new standards in sales training with his approachable and knowledgeable style. Under the motto “Honesty Sells,” he shows salespeople, entrepreneurs, and self-employed professionals how to confidently use AI to win new customers, successfully master cold calling, and stand their ground fairly – even during difficult price negotiations. https://oliver-schumacher.de