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What's the best way to break into the tech industry as a sales professional?

Tim Britt
Tim Britt
Freshworks Senior Director of Channels EuropeOctober 2

Breaking into the tech industry as a sales professional can be highly rewarding, given the growth and opportunities in this space. Here’s a step-by-step approach to help you successfully transition:

1. Learn the Basics of Technology and the Tech Industry

Understand Key Concepts: Start by familiarizing yourself with foundational tech terms (SaaS, cloud computing, APIs, AI, cybersecurity, etc.). You don’t need to be an expert, but having a solid grasp of the language and concepts will help you communicate effectively with prospects.

Follow Industry Trends: Stay informed about major trends, such as AI, cloud migration, or digital transformation. Use resources like TechCrunch, Gartner, or LinkedIn to follow tech news and company updates.

Pick a Niche: Tech is broad, so consider focusing on a specific area (e.g., SaaS, enterprise software, cybersecurity). Having a niche will allow you to position yourself as more of an expert when approaching employers.

2. Identify Transferable Skills

• Many skills from other industries translate well into tech sales, including:

Communication & Negotiation: Your ability to build relationships and close deals will be invaluable.

Problem-Solving: Tech sales often involve diagnosing customer challenges and providing complex solutions.

Consultative Selling: The ability to listen and offer tailored solutions (common in tech sales) is critical for success.

3. Gain Product and Industry Knowledge

Take Online Courses: Platforms like Coursera, Udemy, and LinkedIn Learning offer sales courses tailored to the tech space (e.g., SaaS sales, technical selling). Some programs focus specifically on mastering tools like CRMs or sales automation.

Use Product Demos: Engage with free trials or demos of popular tech products. This will give you hands-on experience and an understanding of product value from a user’s perspective.

Certifications: While not mandatory, certifications like AWS Certified Cloud Practitioner or HubSpot Sales Software certification can set you apart from other candidates.

4. Build a Network in Tech

Join Tech Networking Events & Meetups: Attend tech-related conferences (in-person or virtual), meetups, and webinars. Look for opportunities to connect with people in the industry. LinkedIn, Eventbrite, and platforms like Meetup are great places to find events.

Leverage LinkedIn: Optimize your LinkedIn profile for tech sales. Follow tech companies and influencers, engage with their posts, and share relevant industry articles to position yourself as a knowledgeable candidate.

Find a Mentor: Seek out sales professionals who are already in the tech industry. Mentors can provide insights into the nuances of tech sales and introduce you to valuable contacts.

5. Start in a Sales-Adjacent Role if Needed

Business Development Representative (BDR) or Sales Development Representative (SDR): If you’re new to tech sales, applying for a BDR/SDR role is a great entry point. These positions focus on lead generation, prospecting, and setting up meetings for account executives. Many tech sales professionals start here before moving into more senior roles.

Customer Success or Account Management: Consider roles that still involve customer interaction and deal with post-sale relationships. These positions can help you build product knowledge and understand customer needs before transitioning into a pure sales role.

6. Master Sales Tools & CRM Systems

Familiarize Yourself with CRMs: Tech sales professionals must be proficient in CRM platforms like Freshworks CRM, Salesforce, or HubSpot. Many of these platforms offer free versions or trial periods where you can gain practical experience.

Use Sales Enablement Tools: Many tech sales teams rely on tools for outreach and pipeline management, such as LinkedIn Sales Navigator, Outreach.io, and Gong. Understanding how to use these tools will give you a competitive edge.

7. Tailor Your Resume for Tech Sales

• Highlight transferable skills like negotiation, problem-solving, and relationship-building.

• Include relevant metrics (e.g., quota achievements, sales growth percentages) from your previous roles to demonstrate your ability to succeed in sales.

• Showcase any tech-related training or certifications you’ve completed, even if they’re basic.

8. Target Tech Companies with the Right Fit

Start with Smaller Tech Companies or Startups: While everyone dreams of landing a role at big players like Google or Microsoft, smaller tech companies or startups may provide faster entry opportunities and more room for growth. Startups, in particular, often value hustle, resilience, and a willingness to learn over formal tech experience.

Look for High-Growth Companies: Research tech companies that are expanding or have recently received funding. These companies are likely to be hiring aggressively and may be more open to candidates with transferable skills from other industries.

9. Prepare for Tech-Specific Sales Interviews

Research the Product & Competitors: Come to the interview prepared with a solid understanding of the company’s product, the industry, and its competitors. This shows that you’ve done your homework and are serious about the opportunity.

Be Ready for Role-Playing Scenarios: Many tech sales interviews involve role-playing scenarios where you’re asked to pitch the company’s product or handle a customer objection. Practice these scenarios to feel confident.

Demonstrate Adaptability: Show that you can quickly learn new concepts and technologies. Emphasize any experience you have working in fast-paced, dynamic environments.

10. Be Persistent & Open to Learning

• Breaking into tech sales can take time, but persistence is key. Keep applying, networking, and learning.

• Once you land your first role, continue to educate yourself on the latest tech trends, sales methodologies, and tools to stay competitive and grow within the industry.

Conclusion:

Breaking into the tech industry as a sales professional requires a combination of industry knowledge, networking, and skill development. By building foundational tech knowledge, understanding the sales process, and leveraging your transferable skills, you’ll be well-positioned to land a role and succeed in tech sales

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