Storytelling for Sales Engineers

 In 2020, I did something I have been dreaming about for some time.  I published my first book.

It is a goal that I have been keeping to myself for many years.  I knew I had talent as a storyteller but lacked the technical writing skills to complete the task. I told myself a story, a story that I believed.  The story told me I would never be a writer. 

In June of 2019, I sat across the table from a colleague who had a different story to tell. It was based on the same character arc as the story I told myself, but his story had a different outcome.  His story was all about the journey of setting a goal, obtaining the skills, and completing that goal.  His story told me that I was not a writer yet, but there was a path in which I could be. Fortunately, I also believed in his story. A little over a year later, I published my first book.

Storytelling is the process of using words and actions to communicate basic facts and context to another person to relate to those facts.

Everything is a story, and everyone is a storyteller.  The history of storytelling is the history of how humans learn and communicate. Whether we use oral, written, or visual storytelling, we have been telling each other stories since before the beginning of our recorded history.  The mediums change, but the process of storytelling remains.

There are many reasons why stories are such an effective method to transfer information. Stories give an audience the basic facts; they help give context to a problem; they help the listener identify with a problem. 

For engineers, these features of storytelling are critical. Your audiences may not be engineers, and they may have a wide range of responsibilities; they may only be interested in the bottom line or have some other problem they need to be solved by technology.  An engineer, especially a Sales Engineer, would do well to incorporate effective and compelling storytelling into their communication.

Storytelling consists of at least the following concepts. First, to prepare a narrative, you must identify and understand your audience. Second, determine what story you are telling. And finally, tell the story with context.

If you don’t know who your audience is or what they may care about, you may end up talking to the metaphorical wall.  As engineers, we spend a lot of time understanding all the many aspects of the devices we sell or utilize.  Our technical curiosity and knowledge may overwhelm someone if one feature after another is described, demonstrated, or presented to them. And if that someone is a customer, your impressive knowledge may only intimidate and confuse them instead of them purchasing your solution.

 

“Engineers love features; everyone else loves benefits.” – Andy Callan

 

But if you allow your engineer mind to kick in, you can understand how to help someone see the prescribing solution's benefit.  Like when you are assessing any problem, you need to understand all the variables. 

You do this by asking questions. It would help if you asked about their role and their business, and the desired outcome. You need to ask about the budget and bottom line.  You should find out what the state was before they identified the problem and any known causes.  Ask yourself the question, why do they care?

Understanding what may or may not be important is critical to crafting an effective and compelling story. Knowing the product's speeds and feeds is only crucial if the customer can relate to and understand its benefits—the what and how may not be as crucial until your audience understands the why.

Asking detailed questions is essential but listening to those answers is far more critical. Listening is not only hearing the words someone says but understanding the entire story they are telling.  People do not only use words to talk; much of what they say is non-verbal. 

This type of listening is called Active Listening. Instead of just hearing what someone says to respond immediately, the active listener engages and endeavors to understand the complete story behind what they are hearing.  This type of listening takes practice.

Once you have gathered information by asking questions and doing whatever you can to understand your audience, you begin to craft your narrative. Crafting the narrative may be prescribing a solution, or it might mean making some other recommendation.

Ask yourself who your characters are they may be end-users, technical teams, power users, customers, guests, etc.  Decide what products, services, technology, or other recommendations you believe will solve their problem.  The last thing to remember is to keep it simple.

Once you have the solution designed, you will want to present that solution to your audience. Now is the time to tell your story, making sure to include appropriate context. 

When writing fiction, an author describes the setting and background for the story.  They place their characters into that setting and help the readers immerse themselves by describing the story's sights, sounds, smells, and emotions. You want your audience to imagine themselves in your story. 

One way to do this is to understand some essential storytelling elements.  Let’s use Bilbo Baggins's story, The Hobbit, from the famous tale by JRR Tolkien. The tale begins, “In a hole in the ground there lived a hobbit.” But I am going to use a universal opening, “Once upon a time…”

 

Once upon a time, Bilbo Baggins lived in the shire.  And every day, Bilbo would drink ale, smoke his pipe, and enjoy good food and the beauty of his surroundings. Until one day Gandalf, the wizard, recruited him for an adventure. And because of this, he joined a company of dwarves. And because of this, he journeyed to the lonely mountain where a dragon guarded a vast treasure. And because of this, he found a ring that made him turn invisible. Until finally, he was able to help the dwarves defeat the dragon and retake their home, and the treasure then returned home. And ever since that day, he knew there was more to him than just a regular old Hobbit who enjoyed good food, good drink, and pipe-weed.

 

There, the basic elements of a story using Mr. Bilbo as an example.  I will admit, it does not do Tolkien’s masterpiece justice but lays out the essential story pieces. The idea is to tell the story with context.

 

Once upon a time… Or in other words, provide context.  Of course, you do not need to use these words; that may be strange. This is a reminder to provide a setting or other context for your story.

And every day… Describe the desired outcome, the ideal state.  This is a state where everything is working fine.  Or it can be a state where everything could work better.  If a business was working one way in 2019 and felt good about their growth and processes, chances are they had that state affected by the global pandemic of 2020, leading us to our next step.

Until one day… Describe the problem(s).  “We built our unified communications systems around Skype for Business, and everything was working well until Microsoft forced us to migrate to Teams.” This is when the state is altered from the perfect or ideal, for whatever reason.

And because of this… Describe the results and what has been done to solve the problem.  Repeat this for each problem.  Problems may exist one after another (we solved problem X, which led to problem Y) or, problems may exist concurrently.  Describe these problems and what has already been done to solve them.

Until finally… Present the solution. Here is where you present a full solution to the problems identified.  Whether through your products, services, or other means, discuss how the prescribed solution will solve each of the identified problems.  Describe the benefits and set appropriate expectations. 

Now is a good time to mention, if your solution does not solve their problem, tell them honestly, and if possible, refer them to someone you know who may solve their problem.  Good storytelling techniques only work with a good story.  Make sure you only tell good stories.

And ever since that day…  Don’t forget to describe the results. What was the outcome? Or what will likely be the outcome if the prescribed solution is implemented. “Our meetings are simpler to join,” “We have a much better user experience” Help them understand that your solutions will either return them to an ideal state or, if possible, enhance their ideal state. 

You should also describe any unsolved problems or new problems identified. “The far side of our calls receive a much better experience, but now that more people are using our systems, the in-room experience could be better.” This is the perfect opportunity to continue your partnership.  This is why it is so important only to tell good stories.  Provide only solutions that solve their problems and not shoehorn in something less than ideal.

 

Now here is something to consider; storytelling does not need to be this formal.  Storytelling techniques can be used in simple text messages or emails, or any form of communication.

To help those you communicate with imagine themselves in your story, remember the basic concepts:

1.       Identify and understand your audience

2.       Determine what story you are telling

3.       Tell the story with context.  

 

Why storytelling and why does it matter? Because everything is a story, and everyone is a storyteller. Stories give an audience the basic facts, help give context to a problem, and help them identify with that problem. Paul J. Zak, the director for Neuroeconomics Studies at Claremont Graduate University, said,

 

“Stories result in better understanding of key points, increased voluntary compliance, and improved memory.” -Paul J. Zak

 

If you want your audience to understand, remember and act on your solution, tell a story.

 

Sources:

       https://medium.com/@Brian_G_Peters/6-rules-of-great-storytelling-as-told-by-pixar-fcc6ae225f50

       https://www.aerogrammestudio.com/2013/06/05/back-to-the-story-spine/

       https://www.watershedlrs.com/blog/business-and-data-alignment/data-storytelling-knowing-your-audience/

       https://www.researchgate.net/publication/319396522_Storytelling_as_a_Key_Enabler_for_Systems_Engineering

https://www.meetcortex.com/blog/the-history-of-storytelling-in-10-minutes

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