Selling to the CIO – Do’s and Don’ts

I was reminded this week of a presentation I gave to the Sun Microsystems  sales team when I first started the CIO gig back in 2004 (Thanks Leo). Seeing that I’m about to transition jobs from the demand-side to supply-side, I figured it would useful for me (and to share with my readers) my preferred engagement style (and annoyances) with IT suppliers.

Do’s

  • Initially contact me through a trusted source
  • Research my industry, company strategy, IT budget and environment and ME
  • Articulate your product or service’s Unique Value Proposition – upfront
  • Keep it real – be honest and transparent – build credibility and trust
  • Teach me new concepts – make me a smarter business leader
  • Provide a ‘ballpark price’ when asked
  • Effectively ghost-write the business case for me – make it easy to get the investment approved internally
  • Find the common ground and inject some humor and character
  • Follow up all questions and actions within 24 hours

Don’ts

  • Cold call me and ask for a meeting – CIO’s get 10+ calls a week like this and don’t have time to deal with them all
  • Make initial contact with my boss or business unit peers
  • Ask me to recite the IT strategy before I understand what you can deliver – keep the discussion relevant
  • Try to sell me something I’ve just implemented – do that research
  • Send me gimmicky gifts in the mail
  • Say “I want a long-term partnership with you” – of course you’d like that
  • Try to sell me something without a concise list of benefits and costs
  • Tell me you have no reference sites/customers in my State (or Country in some cases)
  • Keep calling me every 3 months when I asked you not to

Yes, some of this advice is tough, even arrogant some may say, however in my experience it’s the reality of many CIO’s.

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