Shortcut to Competence

It takes time to build skill. On The Job (OTJ) is one way. So is shadowing. What if you could shorten it even more? That’s what PDQ-Pro is all about.

Your people draw a paycheck from day one. You’re paying them to get results, fast. You need to Prepare, Develop, and Qualify them pretty darn quick, so they can pay you back with a bigger pipeline, more deals, happy customers, and real results.

Get our new book on May 25th, 2025.

PDQ PRO: Prepare, Develop, and Qualify a Proficient Team by William Parry and Edward Beale

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Sales Methodology vs. Competency

Here’s something I’ve been working on related to the simplified PDQ-Pro development structure. It’s specific to a sales organization but could be applied to any team that gets results from their people. Hope you enjoy, and let me know what you think. – Bill Parry

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Many organizations invest heavily in methodology training, only to see limited adoption or inconsistent results. Why? 

Because methodologies often assume salespeople already have the underlying competencies required to execute them. But that’s not always the case. 

Consider these scenarios: 

  • A rep is trained in a methodology that emphasizes deep discovery, but they avoid asking tough questions. 
  • A methodology calls for engaging senior decision-makers, but the rep lacks the confidence or strategy to reach them. 
  • The process requires persistence and follow-through, but the rep struggles with resilience or personal accountability. 

In each case, the methodology is sound, but the execution breaks down due to gaps in individual capability. 

This is where competencies come in. 

Competencies are the enablers of methodology. They represent the skills, behaviors, and mindsets that allow a salesperson to apply a methodology effectively. Without them, even the best-designed framework becomes just another training binder on the shelf. 

A History in Sales Methodologies

In B2B sales, methodologies like SPIN, Challenger, and BANT offer structured, repeatable approaches to navigating complex deals. These frameworks help salespeople move prospects through the buying journey with greater consistency and confidence. 

But even the best methodology can fall flat if the salesperson lacks the underlying skills, behaviors, or mindset to execute it effectively. 

What is a Sales Competency? 

A sales competency is a measurable behavior that reflects a salesperson’s ability to perform a specific aspect of their role effectively. These behaviors are the result of a combination of: 

  • Skills – Practical abilities developed through training and experience (e.g., asking probing questions, handling objections).
  • Knowledge – Information and understanding relevant to the role (e.g., product knowledge, industry trends, buyer psychology).
  • Abilities – Innate or developed traits that influence performance (e.g., critical thinking, emotional intelligence, adaptability).

Together, these elements form the foundation of a competency. A helpful formula to remember is: 

Skills + Knowledge + Abilities = Competency 

Some examples of sales competencies are: 

  • Building rapport.
  • Managing objections.
  • Qualifying prospects.
  • Demonstrating resilience.
  • Navigating complex buying processes.

Competencies are the building blocks of successful selling. They enable a salesperson to execute the methodology, but they also exist independently of any particular framework. 

Understanding competencies in this way helps sales leaders move beyond abstract traits and focus on real-world performance. It also creates a bridge between individual development and organizational goals. 

Proficiency Levels in Sales Competencies 

Sales competencies aren’t binary. A salesperson may possess a competency, but the degree to which they can apply it effectively varies. This is where proficiency levels come into play. 

Here’s a simplified view of how proficiency might be assessed: 

  • Absent – The salesperson lacks the skill or avoids using it. 
  • Emerging – The skill is present but inconsistently applied or underdeveloped. 
  • Functional – The salesperson uses the skill with moderate success and reliability. 
  • Advanced – The skill is consistently applied with confidence and impact. 
  • Expert – The salesperson demonstrates mastery, often adapting the skill to complex situations or coaching others.  

Understanding proficiency levels helps sales leaders and enablement teams: 

  • Diagnose performance gaps.
  • Tailor coaching and development.
  • Track progress over time.
  • Align training with individual needs.

For example, two salespeople may both “know how to qualify a prospect,” but one may do so with precision and depth, while the other skims the surface. Recognizing that difference is key to improving team performance. 

Why the Difference Between Competency & Methodology Matters 

Sales methodologies provide structure. Competencies provide capability. But too often, organizations treat them as separate initiatives, training teams on a methodology without first understanding whether the individuals have the competencies to execute it. 

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Talk: Bill & Ed speak at SES Experience 2021

Bill Parry and Ed Beale “on stage” live at SES Experience, 2021 talking about PDQ-Pro for sales teams. Jumpstart your new sellers and engage your established Rock Stars as a well-oiled team. We share a simple and robust method to streamline onboarding and recurring development, based on a military training method. It’s called PDQ-Pro.

(Don’t miss our new book PDQ PRO: Prepare, Develop, and Qualify a Proficient Team available on 25 May, 2025.)

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Talk: ATD New England 2019

We’re in Needham, MA again for a great salsa making session with ATD!

Bill and Ed Presenting at ATD New England 2019.

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Talk: ATD Paddles into PDQ-PRO, March 23, 2018

Ed brought PDQ-Pro to over 100 learning and development leaders from across New England, USA. ATD New England is the premier conference for learning leaders in New England, bringing together the most passionate practitioners of leadership development, revenue enablement, and human performance in corporate, government, non-profit, and independent organizations.

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Talk: Learning Solutions, Orlando, March 25, 2015

Bill and Ed presented on the Management Xchange stage at 11:00am, Wednesday March 25th. Thank you for a lively and engaging session.

Here’s a short survey – tell us what you think!

Thanks for a great LSCon session

Handouts

Links to materials from the session. (Please take a second to write us a quick note if you grab these files!)

SB102 Master and Apprentice: A Military Learning Ecosystem

11:00 AM – 11:45 AM Wednesday, March 25

The increasingly mobile workforce tends to walk away with tribal knowledge. Seasoned performers may neglect coaching and mentoring for fear of losing status. And do you really know if that new sales associate is qualified to represent your brand? In this session you will learn how to adapt an established performance system in use throughout the US military to quickly and confidently qualify your new performers. You will learn how to integrate three learning domains (fundamentals, systems, and activities) with coaching and mentoring while building a positive corporate culture.

Link to the Learning Solutions site

http://www.learningsolutionsmag.com/lscon/content/3616/learning-solutions-2015-conference--expo--learning-stages/

http://www.learningsolutionsmag.com/lscon/content/3616/learning-solutions-2015-conference–expo–learning-stages/

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Talk: Association for Talent Development, CT Chapter

Thank you ATD Connecticut for hosting an excellent event on 3/12/15: Welcome to the Canoe, Now Start Paddling.

For participants, please take this six-question survey. We want your feedback and questions! Thank you very much.

Ed and Bill 2015

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