Archive for the ‘customer meeting’ Category
Sunday, May 30th, 2010
Most sales team have a “sales process”. This is a set of steps they take to help the customer make a good decision about their products and services. It typically goes from suspect stage to close stage of the sales cycle. Often these sales processes are written in a very salesperson focused way. They seem to have the goal of “closing” the customer and the worksheets and notes associated with each step are carefully guarded and most certainly never shown to the prospective customer.
In this approach, a sales process is something done TO the customer instead of WITH the customer.
What if salespeople took a different approach and invited their prospective customer into the process? What if salespeople re-wrote the sales cycle steps with the goal of helping the customer make the best possible decision for them? Maybe it is called a Decision Process instead of a sales process?
When a company hires a consulting firm, the consulting firm typically has a process they use on each engagement to understand the customer and then suggest and execute solutions to meet their clients needs. These solutions are typically repeatable based on the diagnosis. This is much of what salespeople do, but salespeople differ in the fact that they try to keep their process a secret.
Having a tried-and-true, repeatable process builds confidence in customers. Salespeople might want to consider sharing their process and invite the customer to take each step with them. They could share their reports and forms along the way. Along the way, making sure to stay true to their promise of helping them make good decisions and then, together, document and demonstrate it throughout the process. This builds confidence and trust in the salesperson and the process.
To build trust, move an opportunity along a decision process with your customer. They will get on the offense with you instead of on the defense against you.
Sales Managers , To get sales team meeting agendas on this topic and many others, subscribe to Meeting to Win. We’d love to work with you and your team!
Tags: CRM, customer meeting success, customer meetings, move deals, sales process, transparency
Posted in Account Management, CRM, best practice, customer meeting, efficient, opportunity, performance, sales consulting, sales team meeting agenda, sales team meeting agenda topics, sales team meeting ideas | No Comments »
Sunday, May 2nd, 2010
Sales cycles have typical steps. Customer like to take certain steps to make a decision and salespeople take certain steps to make a sale or help their customers make good decisions. Salespeople can accelerate the decision process by strategically examining the sales cycles for opportunities to add efficiencies. The benefits of doing this exist for both salesperson and customer. Customers need solutions and making efficient decisions on which solutions to purchase must be in their best interest. Salespeople benefit from getting to a go/no-go decision sooner, also. They either get to start helping a customer or, at least, realize they aren’t the right solution and can move on to the next one sooner. I am not suggesting that anyone rushes through an important decision process, I am simply suggesting a regular examination of the sales cycles to look for ways to improve the decision process and begin solving problems faster.
To do so, first list out all the steps a salesperson and a customer make to get to go/no-go on your solutions. Jot down the timeline and if there are pre-requisite steps for any of the steps.
Now, carefully examine if there is an opportunity to:
- Consolidate any two steps into one step.
- Eliminate an unnecessary step altogether.
- Simutaneously conduct two or more steps.
List out the benefits to the customer for making the decision with this new sales cycle. Then, make sure that you and the customer are clear on the steps both would like to take to help the customer make an informed yet timely decision. Stay two steps ahead with both understanding what the steps are, who should be involved and what decisions they should be able to make along the way.
The sales cycle is an important process where important decisions are made. Running it as effectively and efficiently as possible is in everyone’s best interest and a salesperson’s responsibility. Enjoy accelerated sales cycles with this simple exercise.
This week’s Meeting to Win sales team meeting agenda is Consolidate to Accelerate. Sales Manager who subscribe to the sales team meeting agenda service will receive a 60-Minute agenda that will lead their teams through an examination of their own sales cycles. Each participant will leave with a new plan for one live deal in their pipeline. Join our subscribers by signing up to get your weekly sales team meeting agendas from Meeting to Win.
Tags: consolidate sales cycles, CRM, customer meetings, existing customer, sales team meeting agenda, sales team meeting agendas, winning in sales
Posted in Account Management, CRM, agendas, customer meeting, efficient, opportunity, sales activity | No Comments »
Wednesday, April 21st, 2010
I’ve had the privilege as you probably have, too, to meet some very successful salespeople and business owners. Those people that seem to have a magic touch and deliver consistently strong performance and value to their customers. A key to their success was getting to the table in the first place to have the conversations that lead to these strong relationships with customers. They somehow earn their way into the hearts and minds of these customers. How do they do it?
As I have examined and interviewed these people, here are two things that I have found.
First, if you ask them how they do it, they think they know and often they don’t. They very often say “I just build strong relationships” or “I’m not afraid to tell it like it is” or “I kept after them for years”, etc. All things that certainly could contribute.
Now, when I observe these people over years what I really find is that they do something brilliant. They often don’t even realize it’s brilliant and yet it seems to be the trigger for great relationships.
Three examples:
I know one business owner who shares his Decision Grid with his customers and they fill it out together. This one action makes his process transparent to the customer and in one meeting helps this business owner determine if there actually is a decision process and, therefore, a real opportunity. This one 30 minute conversation with a customer early in the sales cycle helps him build trust and pursue real opportunities. Brilliant!
Another sales leader I observe was winning the big contracts left and right in his company. What did he do differently? He had the fastest turnaround time vs. his competitors. Brilliant! He left the customer meeting with his action items and they were done that day. He was a master at coordinating internal resources to meet the needs of the customer. He made everyone work at his pact. Brilliant! He didn’t let time kill any of his deals. His deals flew through the pipeline all because he set the pace for his team and the customer team.
One last example. I know a sales leader whose team has consistently led the company in sales, innovation, top customers and many other categories for over 20 years. What does he do? No matter what the company is doing, he picks one solution to sell. Brilliant! They offer about 40 programs and he and his team put all their focus and efforts around one solution they feel is the most relevant and useful to their customer and they spend all their resources there. Risky? Maybe, but it’s been working.
So, observe the top performers you come in contact with and don’t simply ask them what they do differently, watch them. Figure out what they are doing differently. It is often one brilliant thing that you could repeat in your territory. Go be BRILLIANT!
Meeting to Win recently sent out the Best Practices of Top Performers sales team meeting agenda. Sales teams around the world worked through an exercise to list the brilliant things top performers in their own companies are doing. Right now, those brilliant actions are being replicated across organizations. To experience similar momentum, subscribe to Meeting to Win sales team meeting agendas and elevate your teams to top performer status.
Tags: brilliant, CRM, customer meeting success, motivate sales team, sales team agenda., winning in sales
Posted in Account Management, CRM, best practice, customer meeting, down economy, maximize tools, performance, sales managers, sales team meeting agenda, sales team meeting agenda topics | No Comments »
Sunday, April 18th, 2010
2011 Summer Sales Team Meeting Agenda Series = Summer of Experts.
Join us by becoming a subscriber and open your team’s minds by studying expert sales advice and applying it to your own business. Subscribe HERE.
Summer is right around the corner and the time to start executing your summer selling plan is now. You may have just experienced this on a smaller scale during Spring Break season. Decision makers are out of the office on vacations or entertaining clients at golf tournaments. Spring and Summer can mark tough times for sales professionals who are still trying to move deals forward. The odds of getting all the decision makers involved at the necessary stage are not good during the summer. Each activity gets pushed off until “next week” when someone is “back in the office” and, before you know it, your sales cycles have stretched out. And, salespeople and their teammates are trying to schedule in much needed breaks, also.
It is in everyone’s best interest to keep deals moving through the summer. Customers need solutions, salespeople need sales. The season does not change those truths. So, how can sales professionals enjoy their summer and a few successes at the same time? Here are some actions to take now to close some summer deals.
- Look at your pipeline and determine which deals should be closing during the summer.
- At your next opportunity with your prospective customers, walk through all the steps they will most likely need to take to make a decision on your solution. Together, build a timeline for when these steps should occur based on when they need a solution in place. This will give you both a timeline to work toward heading into the summer.
- With your timeline in hand, acknowledge the challenges of meeting deadlines in the summer months with your customer. Build a calendar that includes everyone’s (salesperson’s team and customer’s team) planned vacations or absences. This way you can stay a few steps ahead on planning.
- Make sure that everyone who will be involved in the decision process understands the timeline and the steps in the process.
- Consider scheduling a regular update call with your key contacts. Think of yourself as a project manager keeping the team on track to make a decision. Each week should move the deal forward.
- Keep your momentum during the summer by working a business development plan. Salespeople have a tendency to take a little break during the summer months. Those that keep up the hard work will gain momentum throughout the summer and into the next selling season. Very often prospects are more receptive during holiday and summer seasons. Take advantage of the lighter mood and begin some great relationships.
- Set clear activity and performance goals for the summer months. It is too easy to go with the flow of traffic if you don’t have a better plan. If those around you have slowed down, it is easy to follow their lead. Build a plan to follow and avoid this slow down.
- Take your own vacation. You’ll enjoy it more if you’ve been proactive to continue adding to your pipeline and moving your deals throughout the summer. Now, go get that break!
Enjoy a summer filled with sales by building and executing your summer sales plan now.
Post brought to you by Jill Myrick of Meeting to Win, LLC. Become a Meeting to Win subscriber to receive a new sales team meeting agenda every week. This week’s agenda is We Interrupt This Summer to Bring You…Solutions. As a team, you’ll leave this meeting with a solid plan to succeed throughout the summer. You’ll win and your customers will win. What a great summer this could be!
Tags: CRM, cusotmer meeting success, customer meetings, energize sales team, move deals, pre-call planning, prepare for sales call, sales team agenda., winning in sales
Posted in Account Management, CRM, Summer Selling Season, communication, customer meeting, efficient, performance | No Comments »
Thursday, April 15th, 2010
Nice title, huh? This article, although the title may suggest otherwise, is presented in a positive tone. There are actually more than 10 common practices that Sales Managers use that do more to frustrate their teams. Avoiding these practices takes planning and a strategic approach to sales management which is often lacking. Across the board organizations spend way more teaching their salespeople process and strategy than they do for their sales managers. Sales managers are really left to figure it out on their own. So, after polling many salespeople and using my own experience as a salesperson and a sales manager (not that I ever did any of these things!), I thought I would share a list of 10 Ways for Sales Managers to Ruin their Reputations and Lose their Team’s Respect.
1. Hold boring, unproductive or negative sales team meetings. I own Meeting to Win - clearly I’m passionate about this one. It’s a reputation killer!
2. Keep introducting the ”flavors of the month”. A Sales Manager gets an idea from a book, a colleague or divine inspiration. They march in Monday morning with “we are going to start….”. It usually comes with a new report, a task force or, at the very least, additional meetings. It dies in a week with no acknowledgment. It just quits coming up and salespeople learn to stop taking this stuff seriously.
3. Don’t protect selling time. Sales Managers who blindly ablige senior management emergency reports and other fire drills without ever putting up resistance in the protection of selling time are not helping their salespeople succeed. Salespeople begin to see them as the enemy working against their progress.
4. Hire bad team members. The team knows it and it affects the team’s performance and culture immediately.
5. Don’t address disruptive or underperforming reps in a timely manner. The team is watching how the managers address or put up with these things. Managers who address these things early and positively create a culture of performance. The opposite does, well, the opposite.
6. Don’t stand up for the team members. Sales Managers are a bit like parents. Discipline in private, praise in public. Salespeople need an ally, it should be their Sales Manager.
7. Take the credit for the team’s successes. Sales Managers who have successful teams do get the credit, they don’t need to give it to themselves.
8. Pass the blame for the team’s failures. This is an ugly one. Again, Sales Managers are getting the blame even if they try to pass it elsewhere. They just need to own it and fix it.
9. Forget what it’s like to be on the front lines. Sales Managers too often lose the feel for the field. They get too busy to get in the field, too. Sales Managers need to spend 3 days a week in the field with their reps and not lose the feel.
10. Mess up on a customer meeting. Sales Managers should enhance a customer meeting, not ruin hard work. Enough said.
BONUS: A rep just shared this great one with me! Schedule one-on-ones or meetings and then continually cancel and postpone them. The team members are planning around and preparing for these and emailing them to postpone the meeting for an hour or even 10 minutes is disrespectful and rude.
If you are guilty of any of these, now is the time to address it. Your reputation depends on it.
Tags: energize sales team, motivate sales team, sales leadership, sales team agenda.
Posted in CRM, agenda ideas, customer meeting, new managers, performance, sales management, sales manager tips, sales managers, sales meeting agenda, sales meetings, sales team | No Comments »
Wednesday, March 31st, 2010
(This week’s Meeting to Win focus is on Playing to Win instead of Playing to NOT Lose. Meeting to Win provides a new, fresh sales team meeting agenda every week for our Subscribers. Start having productive sales team meetings that result in superior sales performance with Meeting to Win.)
For some reason, there is often a sense of comfort when a prospective client asks us to do or provide something – see a demo, send me information, etc. We believe we have a solution that may meet their needs and we take their request as a sign that they may also believe that. As sales reps, happy to stay engaged with this prospect, we march off to provide the requested information. This prospective client may very well want this information and have a real plan to evaluate our solution and actually make a go/no-go decision on purchasing from us or not.
On the other hand, they may be making this request for any number of other reasons – and we may be playing along for any number of reasons. Those reasons can include:
- They are too nice to tell you that have no intention of spending a dime with you.
- They are busy and the fastest way to get rid of you is to send you on an errand.
- They are really good at kicking the tires, but have no history of actually buying.
- They stay in the eternal sales cycle never actually moving forward on anything. Professional window shoppers exist in every company.
- They are afraid if they tell you “no” that you will keep trying to sell them. No one enjoys being on the receiving end of this tactic.
- Your pursuit makes them feel important (ugly truth alert!).
- They think they have some power to make this decision. Meanwhile, someone else is actually making the decision at some other level.
- We feel “safe” to simply stay engaged in the sales cycle. We have something to report on our activity tracker, in our pipelines and during our team meeting updates. We’ve bought another week of activity.
- You look so happy when they ask you for something.
Those just a few of the reasons sales reps are asked to run these errands. How do sales reps stop being gophers? One way is to lay out the next few steps or commitments on both sides. Next time you are asked to run an errand, ask what decision they plan to make once you provide the requested information and by when. For example, if they ask to see a demo of your software. Find out what they hope to gain from the demo (the demo may not be what they even need) and what decision they plan to make upon seeing the demo (no-go, take the next step, involve other decision makers, etc) and by when they plan to make the decision (is there even a timeline?).
It feels “safe” to stay engaged and really….it’s a collosal waste of time. Stop playing it “safe” and start helping your clients make decisions that will ultimately help their businesses succeed. Get commitments before you run the errand – everyone wins when you have an efficient process.
(This week’s Meeting to Win focus is on Playing to Win instead of Playing to NOT Lose. Meeting to Win provides a new, fresh sales team meeting agenda every week for our Subscribers. Start having productive sales team meetings that result in superior sales performance with Meeting to Win.)
Tags: CRM, cusotmer meeting success, customer meeting success, energize sales team, sales leadership, sales team agenda., sales team meeting agenda, sales team meeting agendas, sales team meeting idea, sales teams
Posted in CRM, customer meeting, free sales team meeting topics, how to have productive sales team meetings, meetings, performance, sales activity, sales management, sales managers, sales meeting agenda, sales meetings, sales team, sales team agenda., sales team meeting agenda, sales team meeting agenda topics, sales team meeting ideas, tips for meetings | No Comments »
Sunday, March 28th, 2010
I am getting ready to play my first tennis match in over a year and a half. As I look forward to the match, I am reminded of something my father said to me during one of our matches years ago. Something that I have thought about during every match since when I feel like I am on defense more than I’d like to be. He looked frustrated and said “You’re not playing to win. You’re playing to NOT lose.” He described exactly what I was doing. I was back running down shots, going right where he wanted me to go, just getting the ball in play to live for another point. He was in charge, setting the pace and … having more fun than me. During that match and countless others since then, I have had to change my mindset mid-match and play to win instead of play to NOT lose. For me that means, charge the net, put some shots away, get on the offense, control the pace of the game and, in many of those cases (still not against my Dad…), win. Even when I didn’t win, I walked away knowing I did everything I could and was proud of my game, effort and attitude. There was no risk I hadn’t taken and, therefore, no “what ifs”.
I took my Dad’s insightful observation into my sales life, too, and, man, did life get more fun. Instead of sitting back following the process, chasing the RFP, settling for meeting with non-decision makers, wondering what the competitors were doing, giving discounts and sounding like 80% of other reps out there, I made a clear effort to “charge the net”.
How do you know if you are playing to win or playing to not lose?
Are you:
- Following the buying process blindly without challenging steps that don’t help your cusotmers make good decisions?
- Meeting with people who can’t make decisions?
- More worried about your activity report volume than the quality of your activities?
- Spending time on RFPs that restrict your ability to sell by limiting your ability to diagnose and share solutions?
- Constantly running off to fetch the next thing your prospective customer needs with no commitments from them (”send me a proposal”, “do an assessment”, “send me a brochure”, “come do a demo”, etc)?
- Coming in second or third place?
- Getting surprised late in sales cycles?
Or are you:
- Creating opportunities by shining light on problems prospective customers didn’t know they had?
- Challenging dysfunctional buying processes that hinder your customer from getting the best possible solution?
- Sharing solutions your clients didn’t know existed to problems they didn’t know they had?
- Bringing new ideas, industry expertise and innovative solutions to the table?
- Getting full price for the value of service you provide?
- Getting creative on negotiations?
- Risking offending non-decision makers to get to the actual decision makers?
- Addressing sales cycle slow downs head-on and honestly?
- Not afraid to walk away?
- Not afraid to say and do the right thing no matter the outcome?
It is so much more exciting to play to win. It takes more energy and guts, but it is so worth it. Charge the net this week!
Sales team meeting idea:
- At your next sales team meeting, ask each team member to bring their current pipeline.
- Ask each person to examine their pipeline for opportunities to “charge the net”.
- Each rep should pick one deal and take a well-planned risk. Get to decision makers, challenge a bad decision, ask about the competition, exit an RFP opportunity, etc. As long as the risk will ultimately help you help your customer make a better decision (even if it’s not you), then take the risk.
- Each rep should walk away with one risk to take within the next week.
- Plan to report back on the outcomes of the team’s risk-taking. Not all will go well – that’s why we call it a “risk”. So be it…
Play to win. Charge the net. Have more fun.
(Post brought to you by Jill Myrick of Meeting to Win. Meeting to Win provides sales team meeting agendas for Sales Managers who want to take their team to the next level. Play to Win, Not to NOT Lose is the April 2, 2010 Agenda Topic. To get a new sales team meeting topic each week, visit us at http://www.meetingtowin.com/ to subscribe.)
Tags: CRM, cusotmer meeting success, leadership, losing in sales, sales leadership, sales performance, sales team agenda., sales team meeting agenda, sales teams, winning in sales
Posted in CRM, agenda ideas, agendas, customer meeting, free sales team meeting topics, how to have productive sales team meetings, management tips, maximize tools, performance, sales activity, sales meeting agenda, sales team agenda., sales team meeting agenda, sales team meeting agenda topics, sales team meeting ideas, team meeting | No Comments »
Thursday, March 25th, 2010
I’ve had many conversations lately about movement in the marketplace. Personally, I’ve been taking calls all week from business leaders moving forward on initiatives they’ve been sitting on for months. Customers are making moves, looking for solutions and ready to move forward. I love it! I can feel it in the air.
This week our focus has been on treating our existing customers like the gold that they are. Salespeople need to be proactive to ensure they stay part of the customer team as they forge ahead. One way to do that is to be visibly accountable. This means that salespeople need to proactively manage themselves so the client doesn’t have to. There are a few ways to do this.
First of all, set up a process for regular business reviews. I believe these should be conducted quarterly and formally. This means there should be a formal agenda that covers:
- A review of the original scope of work.
- The actual scope of work – what’s changed (something always does!) and what adjustments have been made. This topic ensures everyone is on the same page with the way the partnership has evolved.
- The successes and shortfalls. How to make the most of the successes and how to adjust to fix the shortfalls.
- An updated Needs Analysis. Find out what has changed in their business, priorities, etc. Uncover new opportunities.
- Next steps/Action Items
Customers should leave these business reviews feeling great about their investment with you. They don’t need to micromanage the partnership, you are doing that for them.
Secondly, get to know new people in the account regularly. Ask to speak to people who are impacted by or work with your solutions. Find out what they like, what they don’t, etc. Make sure they have your contact information. You are probably the only one talking to all involved! You will have an amazing perspective and be able to bring useful ideas to the table based on these relationships. Not to mention, your name will be mentioned in many conversations as if you are part of the team!
Then, provide regular emailed updates to senior decision makers. Often, once an account is won, the more senior decision makers move on to the next priority leaving functional people to manage the relationship. Often, the salesperson’s relationship with the real decision makers is harder to maintain and grow. To keep developing that relationship, send an update once a month or every 6 weeks hitting the highlights of recent events and successes. (You may be amazed at the places these emails will get forwarded.) They will appreciate it, feel informed and see you as a true partner and you’ll keep developing this important relationship.
Another way to stay visibly accountable is to put your bosses in front of the client regularly. Bring them to quarterly business reviews or other meetings. Make sure the client sees that your senior leadership team is aware of the work your companies do together. They will feel supported and important when they see the team behind you.
Demonstrate to your clients how important they are by holding yourself accountable in plain sight. They will see you as a valuable team member who takes initiative and ownership of results. You’ll be a dream employee they won’t want to see go.
To get sales team meeting agendas designed to develop your sales team and accelerate sales performance, visit Meeting to Win (http://www.meetingtowin.com/) and subscribe for weekly agendas. We love to work with Sales Managers who see the value of investing in their teams!
Tags: CRM, energize sales team, motivate sales team, new customers, sales team agenda., sales team meeting agenda, sales team meeting agendas, sales team meeting idea, sales teams
Posted in Account Management, CRM, agenda ideas, customer meeting, down economy, free sales team meeting topics, meetings, performance, sales activity, sales management, sales managers, sales meeting agenda, sales meetings, sales team agenda., sales team meeting agenda, sales team meeting agenda topics, sales team meeting ideas | No Comments »
Sunday, March 21st, 2010
(This week’s Meeting to Win sales team meeting agenda is called 10 Things You Don’t Know. To join us and get new sales team meeting agendas weekly, visit us at Meeting to Win.)
Salespeople are wise to focus on their existing customer base to impact success during economic recovery. Competitors are getting creative and aggressive and existing relationships could be up for grabs … unless…you treat your existing clients like new customers. Think about how you treat new customers.
During economic recovery, treat your customers like new customers by trying the following things:
- Conduct a thorough needs-analysis with them to make sure your solutions still are solutions. Their business has likely changed like the rest of the world.
- Find out where they need help and deliver.
- Figure out how your company can better service them – clear billing, better response on customer service issues, etc.
- Bring senior leaders to face-to-face meetings to thank them for their business and show how valuable they are to your company.
- Sincerely thank them for their business.
- Share new ways to solve old and new problems.
- Share industry expertise. Help them be innovative.
- Help them help their customers succeed.
- Learn everything you can about their business – you’ll recognize ways to help them the more you know their business.
- Be attentive, present and part of the team.
- Commit to quarterly business reviews to hold yourself accountable to the results you promised.
- Make sure they know all that you can do for them. (Exercise: Think of 10 things your top customers may not know about your offering that may help them.) Figure out how to share all your services without giving a sales pitch. Your competitors are sharing this information. It’s best to share this information in response to a business need they have.
- Be someone they can’t live without.
Competitors are gunning for your clients. Treat your existing customers like the gold that they are.
(To get sales team meeting agendas with exercises and role plays on topics like 10 Things You Don’t Know and other great selling topics, join the Meeting to Win community by subscribing today.)
Tags: CRM, cusotmer meeting success, customer meeting success, existing customer, new customers, recession, sales team agenda.
Posted in CRM, agenda ideas, agendas, best practice, communication, customer meeting, down economy, free sales team meeting topics, how to have productive sales team meetings, meetings, new managers, performance, recession, sales activity, sales meetings, sales team agenda., sales team meeting agenda, sales team meeting agenda topics, sales team meeting ideas, team meeting, tough economy | No Comments »
Monday, March 15th, 2010
We are in the middle of our Maximizing Customer Meetings Sales Team Meeting Agenda series. To enhance the series, we’ve called on some top selling experts to share their strategies for maximizing customer meetings. This post is brought to us by Mary Donato, President at Applied Principles, a sales and marketing professional services firm that helps Fortune 1000 companies achieve sales and marketing excellence.
The Win-Win Sales Call by Mary Donato

How to get centered on your client so you both succeed.
As the Associate Director of the Institute for the Study of Business Markets, I have had the opportunity to interact with many outstanding marketing and sales organizations. Recently, I observed one member’s top sales consultant prepare for an important initial call with a prospective customer. It was like listening to a well-orchestrated play: He knew what questions he wanted to ask at the beginning of the call and set an objective to get a complete list of the client’s issues before having any discussion about a solution to their problem. He even anticipated objections and how he would respond. By mentally going through the conversations in advance, the consultant was thoroughly prepared for the call before stepping into the client’s office. The goal of these efforts was to insure that he could find a solution that would meet the customer’s specific needs. I asked him what he would do if the solution wasn’t a good fit, and he replied that he would advise the prospect, stop the sales cycle, and move on to the next opportunity. Why am I highlighting this story? Far too many salespeople don’t attempt—or don’t know how—to truly understand client needs and what would be an effective solution for them. In the end, time, energy, and money are wasted, both on the seller’s and buyer’s part. So, what makes a great sales call? A good start is having a philosophy of caring deeply for what it takes to make the customer successful. The Sales Performance Group (SPG) at FranklinCovey, based in Salt Lake City, has a sales training and coaching curriculum called “Helping Clients Succeed,” which provides a practical framework and process for understanding the client’s exact needs and issues. The founder of SPG, Mahan Khalsa, author of Let’s Get Real or Let’s Not Play, offers several key principles for becoming “maniacally” client-focused:
SALES ISN’T ABOUT SELLING It’s about helping clients succeed. The job of a salesperson is to provide expanded awareness of possibilities and superior choices to facilitate a process for clients to make decisions in their own best interests.
INTENT COUNTS MORE THAN TECHNIQUE Get crystal clear about your intent before you pick up the phone or walk through the door, because it’s going to affect everything else that follows. Make sure it’s an intent that’s focused on the client’s best interests.
SOLUTIONS HAVE NO INHERENT VALUE Solutions derive value only from the problems they solve and the results they produce. To truly understand client needs, you need to move off the solution (a counterintuitive move, especially for salespeople).You must, instead, objectively explore issues, problems, and desired results, as well as what criteria the client will use to make a decision.
NO GUESSING Too often, a question you want to ask the client may come to mind, but for whatever reason you don’t ask it. For example, “From what you have described, you seem to be happy with your current solution.Why would you consider changing?” or “How much funding have you allocated for this project?”or “What criteria will you be using to make your decision?”To help clients succeed, you need to learn how to ask these hard questions in a soft way. If you don’t ask these questions, it leaves you to guess the answers. If there’s a fit, work together, make money, and have fun. If there is no fit, find out quickly, shake hands, and part friends. And if your solution doesn’t fit, or they have more pressing needs, maybe you can recommend where they can find another answer. By doing this, you could become a trusted advisor to the client.
Tags: cusotmer meeting success, sales team meeting agendas, sales team meeting idea, sales teams
Posted in customer meeting, how to have productive sales team meetings, sales meetings, sales team meeting agenda, sales team meeting ideas | No Comments »