What it means to be a trusted advisor

The most successful sales professionals don’t wait for customers to tell them they have a problem—they help customers identify opportunities and challenges before they become business issues. That is the difference between being a supplier and becoming a trusted advisor.

Building trusted relationships requires a balance of proactive engagement and easy accessibility. Proactive engagement means maintaining regular contact with customers, understanding their evolving business priorities, monitoring industry trends, and bringing forward ideas that deliver measurable value. Rather than focusing solely on products or renewals, effective sales leaders initiate conversations around business outcomes, efficiency, growth, customer experience, risk reduction, and innovation. Customers value partners who help them think ahead rather than simply respond when something goes wrong.

Equally important is ensuring customers have multiple, convenient ways to engage when they need guidance or support. Whether through account management, customer success teams, technical specialists, digital channels, or executive sponsorship, customers should always feel they have access to knowledgeable people who can provide timely advice. Trust is built not only through regular planned interactions but also through being responsive and available when expertise is needed.

To support this approach, organisations need access to a broad portfolio of complementary solutions. Very few businesses can meet every customer requirement with their own products alone. The strongest sales organisations recognise this and develop credible partnerships with trusted technology providers and service specialists. These partnerships allow sales teams to solve a wider range of customer challenges without compromising quality or integrity.

Customers rarely judge you by the size of your product portfolio; they judge you by your ability to solve their problems. Having a carefully selected ecosystem of partners enables sales professionals to recommend the most appropriate solution, even when it extends beyond their own organisation’s capabilities. This reinforces credibility and demonstrates that recommendations are driven by the customer’s best interests rather than by a desire to maximise product sales.

An ecosystem approach also positions the sales team as a strategic business partner rather than a transactional vendor. By understanding the customer’s long-term objectives and drawing upon both internal capabilities and external expertise, sales professionals can deliver complete solutions that evolve alongside the customer’s business.

Ultimately, trusted advisor status is earned through consistency, expertise, and genuine customer focus. It requires proactive engagement that uncovers future opportunities, responsive channels that encourage customers to seek advice whenever they need it, and access to a broad range of solutions delivered through both in-house capabilities and trusted partnerships. Organisations that combine these elements build deeper relationships, create greater customer loyalty, and generate sustainable, long-term revenue growth based on value rather than transactions.

We don’t get asked for that

It’s not unusual to hear a business leader say that their customers do not ask for certain solutions.

So what does this tell us?

Should we rely on our customer to always ask us if we can help? It’s certainly a great place to be when we’ve become a trusted advisor.

But this isnt always the case. Often we’ve been pigeonholed as the network guys, or the desktop guys or whatever else.

Does this mean that they’re not seeing us as capable of offering something else? Probably. It could also mean that they’re engaged elsewhere with someone who has made an approach that’s caught their attention. The threat is that whilst they’re busy building trust elsewhere, they’re not spending time with us building trust.

So do you think you’re going to “stick to your knitting” or segue into positioning yourself as a trusted advisor where you’re always the “go to” guys?

Whenever you’re thinking about HOW TO GROW your business, just consider how you sell more things to more people, and start with those customers who’ve already said we trust you.

Are you a number one, or a number two?

Change or become irrelevant

As someone who gets to see a lot of new technology early, I’m often excited by the possibilities this affords our channel friends and colleagues.

How about you? Are you

1. Equally stoked by the opportunity of engaging with your customers to share an exciting new solution?

2. Not too fussed and prefer to stick to your core product or solution offer?

If you’re the second option here, then I’d urge you to consider this…

Your customers are investing in technology that you’re not providing and whilst they’re not talking to you, they’re building relationships and trust elsewhere. This carries risk for you as other suppliers are option 1 players and they’re following a LAND AND EXPAND strategy that will see them displacing you at some point.

Now let’s reconsider.. are you 1 or 2?