Shift Left: The Proactive Sales Strategy

Sep 20 / Tomas Chatila
How often have you heard the sales wisdom passed down for decades?

"It's a numbers game. Just make more calls."
"Overcome objections at all costs."

For years, sales performance has been defined by a single metric: volume. The logic was simple: the more you do, the more you close.

But a high volume of objections isn't a sign of hard work—it’s a signal that your strategy is broken. Hearing "it's too expensive" over and over again isn't just a hurdle; it's a clear indicator of a systemic problem in your sales approach.

In today’s market, velocity is the only thing that matters.

Your ability to address a prospect's concern quickly and confidently is what separates a healthy pipeline from one that's stalled.

The problem is, most sales organizations are still aggressively tracking traditional KPIs that only measure volume. These are lagging indicators. They tell you what has already happened, but they offer no insight into why it happened or how to fix it for the future. They focus on the results while completely missing the story.

This is a deeply misleading approach to management. By relying on these output-based metrics alone, we fail to see the full picture of a rep's performance and, most importantly, we miss the opportunity to develop the skills that truly matter.
Why Mastering Objections Matters:
TIP 1: be tracking both (volume & velocity) as a KPI. If both are not tracked, implement them in the OKR's. 
KPIs and OKRs work together, but they serve different purposes. KPIs are like a cars dashboard: they tell you your current performance (e.g., speed, fuel level). OKRs are your GPS: they define your destination and the path to get there. 

You'd use the OKR's to set the goals for improving your objection volume and velocity.

How to implement this you might ask? 

  • Objective: Drastically improve sales team efficiency by Q4.

  • Key Result 1: Decrease the volume of "too expensive" objections by 20% by the end of the quarter.
  • Key Result 2: Decrease the average time to handle a key objection from 5 minutes to under 2 minutes.

To truly foster development and drive sustainable growth, your sales department needs to shift-left from a purely reactive, KPI-based approach to a more proactive, holistic one.
Why Mastering Objections Matters:

A Cybersecurity Analogy

As an ex-Deloitte cyber consultant, I saw firsthand how a powerful principle from cybersecurity 'shifting left' is the key to unlocking a more effective sales strategy.

In cybersecurity, 'shifting left' means addressing risks at the earliest possible stage, because fixing a flaw in a live product can be 100 times more costly than fixing it during development.

In sales, the principle is the same. Instead of just reacting to a lost deal (a 'breach') or low KPI metrics, we need to proactively analyze what's causing the issues much earlier in the sales process. Not addressing them causes low performance reviews and results in higher employee turn over rates. To address these issues, we need to shift-left.
Why Mastering Objections Matters:
Illustration (Shift-left Model vs Traditional Model)

The Two Sales Models

The illustration I created visualizes the difference between a reactive and a proactive sales department.

  • The Green Curve: represents the Proactive, OKR-based Model. The majority of our effort is invested early in the sales cycle. Not just to book meetings, but to enhance customer understanding and increase our objection handling skills long before a deal reaches negotiation. This front-loaded investment in people and process is why this curve is so large.

  • The Red Curve: This represents the Traditional, KPI-based Model. The bulk of our energy is spent late in the game, reacting to problems as they arise. This approach, while common, is inefficient and costly, as symbolized by the smaller curve on the right.
Why Mastering Objections Matters:
Performance review distribution

Tradtional vs OKR performance review:

A traditional 1-on-1 performance review or team review focuses on the numbers from the past month or quarter. It's often a one-way conversation where the manager reports on the data.

Manager: "Hey Alex, let's look at your numbers for last month. Your call volume was down 15%, and your win rate dropped from 15% to 10%. We need to get these numbers back up. What's going on?"

Sales Rep (Alex): "I know my numbers are down. I had a few big deals that just stalled out. I'm working hard, I'll try to get more calls in this month."

Manager: "Okay, let's focus on increasing your call volume by 20% this month. Let me know if you run into any trouble."

Why this is a core issue: This conversation is about the what (the numbers), not the why (the root cause). The manager sees a problem in the output but offers no insight into the process. Alex might be struggling with a specific type of objection, but the review provides no mechanism to identify or fix that skill gap. The manager is simply a scorekeeper, and the rep feels pressured to hit a number, often without the tools to do so effectively.
Why Mastering Objections Matters:
.....Consider a "Shift Left" OKR-Based Review.....

In this scenario, the review is a collaborative coaching session focused on process and skill development. It begins with the OKRs set at the start of the quarter.

Manager: "Hey Alex, let's check in on our OKR for the quarter: 'Increase objection handling velocity for budget-related concerns.' Last month, we identified that budget objections were a major stalling point. I listened to a few of your calls from last week. I noticed you're doing a great job of uncovering need, but when a prospect brings up price, the conversation tends to slow down. Let's look at a specific call."

Sales Rep (Alex): "Yeah, that's a tough one for me. I feel like I'm hitting a wall every time. I'd love some feedback on that."

Manager: "Great. Let's try some role-playing right now on that specific objection. And for this next week, let's focus on integrating our 'value-based pricing' script earlier in your calls. I'll listen to a few more of your calls midweek to see how it's going. Our goal is to reduce the average time you spend on this objection by 25% by the end of the month."

Why this is a better approach: This review focuses on the input and the process. The manager and rep are not just discussing a static number; they are actively working on a specific, measurable skill. This proactive coaching addresses the problem at its source, leading to genuine professional development for the rep and, as a direct result, better performance in their lagging KPIs like win rate. The manager is no longer a scorekeeper but a strategic coach.
Why Mastering Objections Matters:

It's a Strategic Shift!

By applying this 'shift left' mindset, we empower sales teams to identify and fix issues with messaging, product fit, and their own skills long before a deal ever stalls. It's the difference between trying to fix a leaky pipe after it’s flooded the room and reinforcing it long before the pressure builds.

This allows them to identify and fix issues with messaging, product fit, or sales skills long before they lead to a deal stalling or being lost, making the entire sales funnel more resilient and effective.

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Why Mastering Objections Matters:

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