AI Coach: find and fix deal issues before they result in closed-lost using AI

Root Cause Analysis

Root Cause Analysis Discovery Overview

12 min
Average Score

Matt Doyon

Chief Executive Officer @ Triple Session

Watch Session

The root cause analysis, often referred to as RCA, is the process of identifying the source of a problem to define the appropriate solution. It's a fundamental skill that every sales rep should master. After all, you can't propose a solution until you deeply understand the problem, and most problems are not surface-level issues.

The Beauty of Problem Solving

Root cause analysis takes you into the heart of problem-solving, making it one of the most exciting aspects of the sales process. You get to be a detective, get creative, and truly understand the core of your client's challenges. In essence, sales reps are in the problem-solving business. If you're a consultative salesperson, root cause analysis becomes your superpower.

Benefits of Root Cause Analysis

So why should you care about this? Because true solutions require understanding the true causes. Surface-level solutions don't cut it. By diving deep, you'll uncover what your prospect already knows and what they've tried. This knowledge will not only enhance your understanding of the situation but also boost your credibility, making you a trusted thought leader in the eyes of your prospects. This is how you differentiate yourself from the competition.

Applying Root Cause Analysis

Real-Life Scenario

To illustrate the power of root cause analysis, let's consider a common issue: a low email response rate. Many sales reps might stop at this surface problem, but by going deeper, you can uncover a multitude of root causes. It could be that they're targeting the wrong leads, have poor email deliverability, use ineffective email copy, or have an inappropriate call to action. Each of these issues has a unique solution, and root cause analysis helps you identify the right one.

Three Broad Categories

In your journey of root cause analysis, you'll often find issues falling into three broad categories:

  • Physical: These are problems related to the tools, products, or physical aspects of a process. It could be that the tool being used is insufficient for the task.
  • Organizational: Organizational issues stem from process-related problems, like not using certain strategies or tools in your process.
  • Human: Sometimes, the problem lies with the people involved. It could be an issue with roles, training, or skills.

The key is to use these categories as clues to help you identify the root cause. Applying root cause analysis is the key to setting yourself apart in the world of sales. Your customers will notice the difference, but only if you put this best practice into action. So, practice, practice, practice, and watch the transformation happen in your discovery process.

For an even deeper dive into root cause analysis, watch this video session where we explore physical, organizational, and human root causes in detail.

Mastering root cause analysis is a game-changer for sales reps. By understanding the importance of digging deeper and recognizing common root cause categories, you'll elevate your consultative sales skills and gain a competitive edge. So, get ready to apply root cause analysis in your sales process and witness the impressive results it can deliver. Watch the full video session to explore this topic further and enhance your problem-solving skills. Your customers will thank you for it.

How Triple Session works

Training, Testing, & Feedback

Triple Session's proven formula accelerates your sales performance through consistent, organized practice, backed by measurable results.

Watch a session

Bite-Sized Knowledge

Our expert-led video sessions simplify complex sales concepts into easy-to-digest 5-15 minute videos for better retention.

Test your understanding

Test Your Understanding

After each session, there will be a quiz to test your understanding and help you improve on any areas that need more attention.

Evaluate and Grow

Evaluate and Grow

Get progress snapshots after each quiz to track your improvements and achieve your sales mastery goals.