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.
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.
I received this article today from my Salesopedia subscription. Two terrifying truths jumped out at me immediately.
“Weekly sales meetings have killed more manager authority and respect than probably any other activity a manager engages in with the possible exception of the ride along.”
“They have also driven a great number of high performers to the competition, one of which may be my client Richard who is one of the top 5 sellers in his company’s 300 member sales force.”
Read more about the importance of executing effective sales team meetings in Paul McCord’s article,
It seems that when some make the transition from revenue-producing sales rep to sales leader, they forget some very important realities. They no longer want to hear about the realities of the field. They want to call those “excuses”. I admit, I like to look at everything and determine the worst case scenario. This does not bum me out, it actually makes me feel better to have a game plan should the worst case scenario play out. It never does and it still feels good to be prepared.
The reality is that things happen that are disruptive. Some of these things the reps’ own companies do to them, some are economy driven, some are customer driven. Yet, leadership still expects the reps to turn in 8% revenue growth. If you kick a marathon runner in the knee at mile 13, that runner may not beat his previous finishing time. That’s a reality. I don’t believe that sales reps like to “make excuses”. I believe they really want to explain their performance, good or bad. Being able to explain why something happens is a key ingredient in duplicating the good results and avoiding the poor results.
So, I challenge sales leaders to face reality. Among other things, the following is a list of things that ARE disruptive:
Moving territory lines.
Adding or taking away accounts.
Pulling them out of the field for training.
Asking them to complete a whole new set of reports.
Introducing a new CRM.
Giving them a new product to sell.
Reorganizing your sales team.
Changing compensation.
And the list goes on. I challenge sales leaders to face the reality of disruptions instead of pretending like they won’t be disruptions. It’s delusional to think the sales team won’t be distracted. They are human beings, not machines.
Instead, look 30-90 days out and figure out what is coming down the line that could possibly cause distraction for your sales team. Figure out the worst case scenario in terms of how this disruption may impact your sales results. You can’t see everything coming so at least get out in front of what you can see. Get your team together and face reality together. Expect to be distracted and proactively figure out how to sell through it. You’ll reduce distraction and your team will have fewer “excuses”.
Face reality and your reality will be much brighter.
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.
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!
(This Friday the Meeting to Win Sales Team Meeting Agenda, 10 Things You Don’t Know, will be delivered to all our subscribers. We are focused on treating prospective customers AND existing customers like prospective customers. Get a new Sales Team Meeting Agenda EVERY Friday by subscribing to Meeting to Win Sales Team Meeting Agendas today.)
Most sales reps get to enjoy some long-term customer relationships. Too often sales reps take these customers for granted and settle into an account management mode. Account management can mean many positive things, but in this case, we’ll call it account maintenance. It is not enough to just maintain an account. Your customer signed on for more than that. This week’s Meeting to Win theme is treating existing customers like prospective customers by helping them identify and secure solutions to their problems and tools to get them results.
In our 10 Things You Don’t Knowarticle, we suggested several ways to treat these existing customers like hot prospects. Here is another way.
Get a Fresh Set of Eyes on an Existing Account
Ask a team mate to coffee. Ask them to review your clients’ website before meeting with you. Ask them to pretend this client was a target account that they were trying to acquire as a client. Then get together with them for coffee and ask their initial ideas for pursuing this client. Then, tell them everything you know about the account, who you know at the account, your theories on what you don’t know and your history with them. Now, ask them what you are missing. Find out how they would move forward to help this client.
Guaranteed you’ll walk away with a fresh perspective on an old account. You and your client win when you take a fresh look at their business.
Sales Team Meeting Idea:
In your next sales team meeting, choose 1 existing account on the team that could use a fresh perspective. (Send an email to the team and ask them to nomimate their own accounts.)
Choose one and let the team know the account name.
Ask the team to research the account before the meeting.
Ask the account owner to send a one-page overview of the account – what they know, who they know, history, etc.
During the meeting, ask the Account Owner to share a 5 minute overview of the account that was not included in the pre-work.
Ask the team to be the “fresh eyes” and share new ideas and perspective on the account.
At the end of the hour, get a list of all the new ideas for the Account Owner.
Account Owner should share what they will try from the list of new ideas.
Fieldwork Idea:
Choose teams of 3 and, over the course of the next 3 weeks, each team should spend one hour per rep on one account per rep doing the same thing.
Choose one rep’s account each week and get together for coffee, if possible. If not, do this on the phone.
Each person on the team should end up with a list of fresh ideas and perspectives on one exisiting account.
Get back together during a sales team meeting conference call and each rep should share the outcomes of gaining a fresh perspective on their exisiting account.
What lessons did the team learn?
Enjoy the Fresh Eyes exercise. Join Meeting to Win to get interactive sales team meeting agendas for your sales team every week. We’d love to work with you!
“Micromanagement” is a 4-letter word to most sales professionals. Most sales reps strive to get to the point where their bosses “leave them alone as long as they get the job done”. There are times when micromanagement is actually helpful. Two of those times are (1) during the first month on the job or (2) when a sales rep is underperforming.
During these two time periods, Sales Managers have the responsibility to help their team members succeed. One “micromanagement” activity that I have seen work over and over during these two time periods in a sales career is the AM/PM Check-In Meeting.
Each morning and afternoon for one month at the beginning of the sales day and at the end of the sales day, set a time for the sales rep to call the sales manager. This should a 5-10 minute call with a set agenda. This is less than an hour a week a Sales Manager and sales rep can invest in the success of a territory. The AM Agenda should include the rep’s plan for the day and the PM Agenda should include an update on the activity they planned and executed. This AM/PM Meeting provides needed, regular guidance and accountability as a rep is building their business.
Invest in success with the AM/PM Check-In Meeting and watch the territory grow!
Post brought to you by Jill Myrick, Owner of Meeting to Win. Subscribe and get a new sales team meeting agenda packed with skill-building, sales-producing topics every week.
This is Part 3 in our Maximize Customer Meetings Series. This Friday, March 19th, the third agenda in the series goes out to subscribers. The 3 part series will soon be available on our store, also. To get weekly sales team meeting exercises that cover this and many more selling topics, subscribe to Meeting to Win today.
You’ve followed the steps to prepare and execute a productive customer meeting. You’re not done yet! To maximize the work done on this customer meeting so far, it is helpful to send comprehensive and organized Meeting Notes after the meeting. This is where many sales professionals quit. Following up thoroughly is a great way to gain a competitive edge in a sales cycle.
Get started the day of your customer meeting.
Typically, sales representatives will send a quick thank you note via email to the customer.
In that short thank you e-mail, let the customer know you will send them more comprehensive Meeting Notes to outline everything discussed and agreed upon along with a timeline of next steps.
This action gives the customer some ownership in this process immediately following the meeting and sets you both up to accomplish something, therefore, maximizing your meeting.
Within 48 hours send your Meeting Notes. Meeting Notes should include:
A bulleted list of the information the sales representative learned about the customer’s needs.
A list of action items for both the sales rep and the customer along with time lines.
A couple of bullets with high-level ideas on possible solutions you discussed while meeting.
Possible pricing scenarios (if discussed in meeting).
Call to action. At this point, let the customer know what to expect next. For example, “we will contact your administrative assistant to set up a time for you to tour our plant”.
Benefits of using Meeting Notes after a customer meeting:
By outlining this in writing post-meeting the customer has the opportunity to correct any wrong or missing information. This is critically important for the sales representative who is formulating a solution.
This demonstrates to the customer that the sales representative has a clear understanding of the needs which builds confidence and trust and ultimately rapport.
Customer is agreeing to next steps and is sharing in the ownership of finding a solution.
Often customers use these Meeting Notes internally to share progress on finding a solution or to report to senior leaders. This builds your good reputation with more of your customer’s leadership, saves them work and demonstrates that you have their best interests in mind.
Clear communication along the way is critically important when problems or misunderstandings arise in sales cycles. The relationship built along the way can make or break a sales as it gets closer to closing.
Sales Team Meeting Idea:
Ask the team to come prepared to discuss a recent customer meeting that resulted in next steps.
As a team, write your Meeting Notes and share them with the group.
Provide feedback for each other on appearance, communication style and ease of use.
To get more in depth sales training exercises and practice on this topic, subscribe for Meeting to Win sales team meeting agendas here.
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Great weekly sales team meetings can be powerful Sales Performance Engines. Is yours? If not, there might be a quick fix to take your team to higher and higher heights.
Take the assessment to determine if there is room to improve your weekly sales team meeting.
Sales Team Meeting Assessment: Is There Room for Improvement in Your Weekly Sales Team Meetings?
1. My team would join my weekly sales team meeting if attendance was optional.
(A) Yes
(B) No
2. I, the Sales Manager, am talking more than 50% of the meeting time.
(A) Less than 50% – Others are talking the other 50%
(B) Yes, I do most of the talking.
3. We set a clear goal for our sales team meetings and leave knowing if we accomplished that goal or not?
(A) Yes, our meetings have a purpose and a clear goal.
(B) No, our meetings do not have a clear objective.
4. In our sales team meetings, everyone is expected to contribute and actively participate?
(A) Yes. Our sales team meetings are a team effort. We see it as everyone’s resposibility to use this time wisely.
(B) No, sometimes I think people are checking email during the meeting.
5. Everyone leaves each meeting with a new idea to try or a new skill to practice in the field that week.
(A) Yes, our meetings equip our teams to sell more that very week.
(B) No. We usually just go over numbers and hear what everyone accomplished last week.
6. My sales team meeting agenda is sent in advance so everyone can prepare for a great meeting.
(A) Yes.
(B) We do not have an agenda and, if we do, it is not sent in advance.
7. My sales team meeting topics
(A) Are relevant to our current selling environment – challenges, initiatives and goals.
(B) Are the same every week.
8. My sales team would say our weekly sales team meeting is a great use of their time.
(A) Yes!
(B) Probably not. I’d be afraid to ask.
9. My team ties successes in the field to something they learned during a sales team meeting.
(A) Yes, often.
(B) Rarely if ever.
If you find yourself marking (B) to any of the above questions, there is probably room for improvement in the way you execute your sales team meetings. This blog lists many resources -articles and tools – to improve your sales team meetings. Of course, Meeting to Win is happy to help, also. Contact us to set up a consultation. We’ll be happy to provide some guidance and point you to the tools available to begin using your sales meetings as sales engines.
(This post brought to you by sales team meeting expert, Jill Myrick of Meeting to Win. Meeting to Win provides weekly sales team meeting agendas and best practices to turn your sales team meetings into sales performance engines. Join us by subscribing here.)
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