The Challenger Sale: a new approach to winning deals

The Challenger Sale, a sales methodology introduced by Matthew Dixon and Brent Adamson in their 2011 book, “The Challenger Sale: Taking Control of the Customer Conversation,” offers a new approach that has been proven to deliver outstanding results.

This method is built around the idea that the most successful salespeople are not just relationship builders, but challengers—those who teach, tailor, and take control of the sales process.

This article explores the core principles of the Challenger Sale, detailing how it works and how it can be applied to transform your sales strategy.


the evolution of sales strategies

To appreciate the significance of the Challenger Sale, it’s important to understand the broader context of sales strategies over the years. Traditionally, salespeople were encouraged to focus on building strong relationships with clients, under the assumption that these relationships would lead to successful sales.

However, as markets have become more complex and competitive, this approach has shown its limitations.

In today’s environment, customers are more informed, have higher expectations, and are often skeptical of sales pitches. They are looking for value beyond the product itself and seek insights that can help them navigate their own business challenges.

This shift in buyer behavior has necessitated a new approach to sales—one that goes beyond mere relationship-building.


the challenger sale methodology

The Challenger Sale methodology is based on a comprehensive study of over 6,000 sales representatives across various industries. The research revealed that salespeople fall into five distinct profiles: the Relationship Builder, the Hard Worker, the Lone Wolf, the Reactive Problem Solver, and the Challenger. Of these profiles, Challengers consistently outperformed the others, especially in complex sales situations.

The Challenger approach is built on three key pillars: Teaching, Tailoring, and Taking Control. These elements work together to create a sales strategy that not only meets the needs of modern buyers but also drives significant business outcomes.


teaching: offering unique insights

The first pillar of the Challenger Sale is Teaching. In the Challenger framework, the salesperson’s role is not just to sell a product, but to educate the customer. This means providing insights that the customer did not previously consider, challenging their existing assumptions, and offering new perspectives on how to solve their business challenges.

examples of teaching strategies:

  • Reframe the customer’s perspective: Challengers often start by reframing how customers think about their own challenges. For example, instead of focusing on how a product can improve efficiency, a Challenger might shift the conversation to how inefficiencies are costing the customer in lost opportunities.
  • Share industry insights: Challengers leverage their knowledge of the industry to provide valuable insights that the customer might not be aware of. This could include emerging trends, competitive pressures, or regulatory changes that could impact the customer’s business.
  • Quantify the cost of inaction: By clearly outlining the risks and costs associated with not addressing a particular challenge, Challengers can create a sense of urgency and motivate the customer to take action.

tips for effective teaching:

  • Research deeply: To teach effectively, you must thoroughly understand your customer’s industry, business model, and specific challenges. This requires deep research and preparation.
  • Be confident: Challengers are confident in their expertise and are not afraid to challenge the customer’s current thinking. This confidence is key to gaining the customer’s trust and respect.
  • Focus on value: The insights you share should always be relevant to the customer’s business and should clearly demonstrate how your solution can add value.

tailoring: customizing the approach

The second pillar of the Challenger Sale is Tailoring. Tailoring involves customizing your sales approach to the specific needs, goals, and concerns of each individual customer. While Teaching focuses on providing new insights, Tailoring ensures that these insights are relevant and resonate with the customer’s unique situation.

examples of tailoring strategies:

  • Understand the customer’s decision-making process: Tailoring your approach requires a deep understanding of how decisions are made within the customer’s organization. This includes knowing who the key stakeholders are, what their priorities are, and how they measure success.
  • Align with customer goals: Your sales pitch should be directly aligned with the customer’s business goals. For example, if a customer is focused on reducing operational costs, you should emphasize how your solution can help achieve this goal.
  • Address specific pain points: Every customer has unique pain points that they are trying to solve. Tailoring involves identifying these pain points and demonstrating how your solution can address them.

tips for effective tailoring:

  • Ask probing questions: To tailor your approach effectively, you need to gather as much information as possible about the customer’s needs and challenges. Asking probing questions can help uncover the information you need.
  • Be flexible: Tailoring requires flexibility in your sales approach. Be prepared to adjust your pitch based on the customer’s responses and feedback.
  • Personalize communication: Personalizing your communication, whether in meetings, emails, or presentations, can make a significant impact. Use the customer’s language and focus on what matters most to them.

taking control: guiding the sales process

The third pillar of the Challenger Sale is Taking Control. This involves guiding the customer through the sales process and being assertive in moving the sale forward. Unlike traditional sales approaches, where the customer leads the process, Challengers take control to ensure that the sale progresses efficiently and effectively.

examples of taking control strategies:

  • Lead with confidence: Challengers are not afraid to take charge of the conversation. They set the agenda for meetings, define the next steps, and push the customer towards a decision.
  • Challenge the status quo: Challengers often challenge the customer’s existing beliefs and encourage them to consider new solutions. This might involve questioning the customer’s current approach or presenting an alternative that they hadn’t considered.
  • Handle objections assertively: When objections arise, Challengers handle them assertively and confidently. They do not shy away from difficult conversations and are skilled at redirecting the discussion towards the benefits of their solution.

tips for effective control:

  • Set clear expectations: At the beginning of the sales process, set clear expectations with the customer regarding timelines, next steps, and decision-making criteria.
  • Be persistent: Taking control requires persistence. Follow up regularly, keep the momentum going, and don’t be afraid to push for a decision when the time is right.
  • Stay professional: While it’s important to be assertive, it’s equally important to remain professional and respectful. Taking control should never come across as aggressive or pushy.

integrating the challenger sale into your sales process

The Challenger Sale is not a one-size-fits-all approach but rather a mindset that can be integrated into your existing sales process. By incorporating the principles of Teaching, Tailoring, and Taking Control, you can transform the way you engage with customers and significantly improve your sales outcomes.

steps to integrate the challenger sale:

  • Assess your current approach: Start by evaluating your current sales approach and identifying areas where the Challenger methodology could add value. Are you providing enough insights? Are you tailoring your pitch to each customer? Are you taking control of the sales process?
  • Develop your skills: The Challenger Sale requires specific skills, such as the ability to teach, tailor, and take control. Invest in training and development to build these skills within your sales team.
  • Practice regularly: Like any sales methodology, the Challenger approach requires practice. Regular role-playing, coaching, and feedback sessions can help you and your team refine your Challenger skills.
  • Measure success: Track the impact of the Challenger approach on your sales results. Are you closing more deals? Are your sales cycles shorter? Are you building stronger relationships with customers? Use these metrics to refine your approach and drive continuous improvement.

the benefits of the challenger sale

The Challenger Sale offers several benefits that can help you achieve greater success in the competitive world of sales:

  • Differentiation: By providing unique insights and challenging the customer’s thinking, you can differentiate yourself from competitors who rely on traditional sales approaches.
  • Stronger customer relationships: Challengers build stronger relationships by positioning themselves as trusted advisors who add value to the customer’s business.
  • Increased win rates: Research shows that Challengers consistently achieve higher win rates, particularly in complex sales environments where traditional approaches often fall short.
  • Shorter sales cycles: By taking control of the sales process, Challengers can shorten sales cycles and close deals more efficiently.

overcoming challenges with the challenger sale

While the Challenger Sale is highly effective, it also presents some challenges that sales professionals need to be aware of:

common challenges and solutions:

  • Resistance to change: Adopting the Challenger approach requires a shift in mindset and behavior. Some salespeople may be resistant to this change, particularly if they are accustomed to traditional relationship-building methods.
  • Customer pushback: Not all customers will respond positively to a Challenger approach, particularly if they are not used to being challenged by salespeople. It’s important to gauge the customer’s receptiveness and adjust your approach accordingly.
  • Balancing assertiveness with empathy: Taking control of the sales process requires assertiveness, but it’s important to balance this with empathy and understanding. Overly aggressive tactics can damage relationships and alienate customers.

conclusion: mastering the challenger sale for success

The Challenger Sale represents a paradigm shift in sales strategy, offering a powerful alternative to traditional relationship-based approaches. By focusing on Teaching, Tailoring, and Taking Control, sales professionals can not only meet the needs of modern buyers but also drive significant business outcomes.

Whether you’re new to sales or an experienced professional, mastering the Challenger Sale can help you achieve greater success in today’s competitive market. By integrating the principles of the Challenger Sale into your sales process and applying them with skill and confidence, you can transform your approach and win more deals.