Change Management in Sales: A 3-Step Approach

By: Yuliia Suryaninova
May 21, 2025

Change is inevitable in business. But managing change? That's where many companies step on the same rake repeatedly. While leaders at the top are thinking, "We have to change or we're done," people on the ground are simply wondering, "Will I still have a job tomorrow?" This disconnect creates resistance, frustration, and ultimately, failed transformations.

In this article, we'll analyze the key components of successful change management in sales organizations. We'll explore practical strategy from Nate Joseph, VP of Sales & Partnerships at Twenty5, who shared his experience-backed insights on our podcast.

The Fundamental Truth About Change Management

The truth about change management is simple but profound:

"Change is about PEOPLE."

When organizations focus exclusively on processes, metrics, and bottom-line results, they miss the most critical element of successful transformation. The people implementing the change daily are the ones who ultimately determine its success or failure.

As Nate puts it, there's a clear disconnect between perspectives:

  • Leaders at the top think: "We have to change or we're done."
  • People on the ground think: "I just want to keep my job."

This gap in understanding creates the perfect environment for resistance to take root. When employees feel threatened rather than included, even the most logical and necessary changes will face an uphill battle.

Why Does Resistance to Change Happen?

Resistance to change doesn't emerge from nowhere. It stems from predictable human reactions:

  • Fear of replacement: Will this new process, technology, or direction make me obsolete?
  • Comfort with the status quo: People naturally prefer what's familiar, even if it's not optimal
  • Politics and in-fighting: Change often shifts power dynamics within organizations
  • Lack of clear communication: Without understanding the "why," people fill in the gaps with worst-case scenarios
  • Feeling forced rather than included: Nobody likes to feel that change is happening to them, not with them

Knowing these resistance points is crucial for sales leaders. But awareness alone isn't enough—you need a systematic approach to overcome them.

The Winning Formula: A 3-Step Approach to Change Management

Nate Joseph recommends a clear, sequential formula for implementing change effectively:

  1. Start with WHY you need to change
  2. Then explain WHAT needs to change
  3. Finally show HOW you'll change together

This framework addresses resistance head-on by dealing with each concern in the right order. Let's explore each component in depth.

Step 1: Start With WHY Change is Necessary

"If you're not improving and moving forward, you're going backward," Nate emphasizes.

Before discussing solutions or implementation plans, sales leaders must establish a compelling case for why change is necessary. This creates the emotional foundation for acceptance.

Some powerful "why" messages include:

  • When competitors are growing and you're standing still, you're actually shrinking
  • When comfort zones become the standard, mediocrity follows
  • The pain of staying the same must outweigh the fear of changing

The most effective "why" messages connect to both organizational success and personal growth. They help sales reps understand that change isn't just about improving company metrics—it's about ensuring everyone's future success.

Step 2: Clarify WHAT Needs to Change

Once your team understands why change is necessary, it's time to focus on communicating clearly what specific elements need to change:

  • The specific problem that needs solving: Be precise about what isn't working or what opportunity is being missed
  • The impact on individuals, not just company metrics: How will this change affect daily work life?
  • The consequences of not changing: What happens if we maintain the status quo?
  • The expected timeline for transition: Provide clarity on when changes will happen

This step transforms abstract concerns into concrete realities. It gives your sales team a clear picture of what the change entails, removing the ambiguity that breeds fear and resistance.

Step 3: Demonstrate HOW the Change Will Happen

The final piece is showing how the change will actually occur. This is where thoughtful implementation makes all the difference:

  • Address resistance during one-on-ones, not in group settings: This gives people space to voice concerns without fear of judgment
  • Ask: "What worries them about the change?": Open-ended questions uncover specific concerns that might otherwise go unaddressed
  • Help people see beyond their worst-case scenarios: Often, fears are exaggerated when examined closely
  • Turn top performers into change champions: When respected team members embrace change, others follow
  • Celebrate small wins to build momentum: Acknowledge progress to reinforce positive movement

The "how" phase is where many change initiatives falter. By addressing individual concerns and building visible momentum, sales leaders can transform theoretical plans into practical reality.

Real-World Example: Implementing AI Sales Roleplay Technology

Consider a sales organization implementing an AI sales roleplay platform like SellMeThisPen. Using the three-step approach:

WHY: "Our win rates have declined 12% over the past year while our competitors have implemented AI coaching. If we don't improve our objection handling, we'll continue losing market share."

WHAT: "We're implementing AI roleplays to help everyone practice handling objections in a safe environment before client calls. Each rep will spend 20 minutes weekly practicing their toughest scenarios."

HOW: "We'll start with our top performers doing demos in team meetings. Everyone will have personal onboarding sessions. The first month focuses on practice only—no performance metrics. We'll celebrate improvements in confidence scores before measuring revenue impact."

This approach addresses concerns at each level, from organizational necessity to individual implementation, making acceptance much more likely.

The Bottom Line on Successful Change

"The reality is that if you're not changing and adapting in business, you're just falling behind your competition," Nate emphasizes.

Change isn't about becoming worse—it's about progressing and growing. By focusing on people throughout the process, sales leaders can transform resistance into enthusiasm and uncertainty into opportunity.

As Nate puts it:

"On the other side of change is growth."

Conclusion

Change management isn't about forcing new processes or technologies on reluctant teams. It's about understanding human psychology, addressing concerns, and creating a pathway that makes change not just acceptable but desirable.

By focusing on people, starting with "why," and addressing concerns individually, sales leaders can dramatically improve the success rate of their change initiatives. Remember: on the other side of change isn't just new processes—it's growth, opportunity, and competitive advantage for everyone involved.

Full episode on the topic ⬇️

In this episode of SellMeThisPen Podcast, Michael and Nate dive deep into the psychology of change management in sales organizations. They discuss why most change initiatives fail, how to overcome resistance, and practical steps for implementing new processes or technologies in ways that get buy-in rather than pushback.

Nate Joseph is the VP of Sales & Partnerships at Twenty5 with extensive experience at companies like SAP, where he served as a global industry team leader. He has built successful teams in the CPQ space and brings practical, people-focused insights to the often-challenging world of organizational change.

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