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Archive for the ‘sales team meeting agenda’ Category

Sales Team Meeting Troubleshooter – Problem: Non-Existent

Friday, October 22nd, 2010

As you can imagine, Sales Managers often call us to discuss challenges they face in regards to their sales team meetings.  We are addressing those challenges one-by-one in our Meeting to Win Sales Team Meeting Troubleshooter in an effort to eradicate the world of bad sales team meetings.  You are welcome. 

Today, we are addressing one we hear as a complaint from sales people and a challenge from sales managers.

Problem: 

Everyone agrees that regularly held sales team meetings add value to a salesperson’s week.  But…many, many teams have these meetings sporadically.  They are often scheduled last minute or, worse yet, cancelled last minute or, in the worst cases, abandoned completely.  Whatever the reason, salespeople experience inconsistent sales team meeting schedules.  We do know that regular, consistent communication is a key activity in any healthy relationship, professional or otherwise.  Why would it be any different on a sales team?  Lack of communication reduces morale, accountability and trust and increases miscommunication, fears and negativity.

Solution:

  • Use the technology available to you to proactively schedule your sales team meetings.  Most find it’s best to have the meeting at the same time each week and simply put a recurring appointment on the calendars of the sales team.  (You may want to change quarterly just to keep things fresh.)  That way, you can include an agenda, call-in information, etc right in the meeting notice.  The sales team will plan around this meeting since it is part of their schedule already.
  • This next one is the most frustrating thing for a salesperson.  DON’T CANCEL THE MEETING!  Too often, this cancellation goes out at the last minute or every week.  The sales team begins to not believe you when you schedule this meeting.  It is disrespectful to ask salespeople to plan around a meeting that you end up cancelling regularly.  Don’t treat their schedule any different than you want your schedule treated.  It is better to just not schedule the meeting in the first place.
  • Salespeople in particular can get very disconnected. Often they are out in the field by themselves all week taking care of customers.  Give them an hour a week to stay connected with their teammates.  This gives them a chance to feed off of the team’s energy, share frustrations, brainstorm solutions and simply connect with those in their shoes.  Don’t deprive them of this motivational hour.
  • As the Sales Manager, your team is your only job. Without them, you wouldn’t have all those other tasks anyway. So, make them your priority and let nothing stop you from your weekly team meeting.  They are your job – don’t let other things become your priorities.  At Franklin Covey, they ask managers “What is the one thing that has to happen or else nothing else matters?”.  For you, it’s that your team performs.  Nothing else you do will ultimately matter unless your team performs. A weekly sales team meeting is a key activity to have on your list of top priorities.

This is such a common problem – I hope this is helpful for Sales Managers.  Sometimes managers hesitate to schedule their meetings because they don’t know what they’ll talk about.  Those managers may want to subscribe to Meeting to Win.  We send subscribers 60+ minutes of sales team meeting content every week.  You’ll never lack for great sales topics for your sales team meetings again.  Join today.

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 To see solutions to other sales team meeting problems, visit other articles in this series:

Sales Team Meeting Troubleshooter – Problem: The Dominator

Sales Team Meeting Troubleshooter – Problem: Chirp…Chirp…

Sales Team Meeting Troubleshooter – Problem: Latecomers

Sales Team Meeting Troubleshooter – Problem: Data Dump

For a list of ideas for your upcoming sales meeting, visit Sales Team Meeting Ideas You Can Use Today.

Need a Sales Team Meeting Idea? Highs and Lows

Monday, October 18th, 2010

It’s Monday morning, is your team looking forward to their weekly sales team meeting?  If you decided to watch the football game last night instead of plan for your Monday morning meeting, we are here to help with a topic you can use this morning.  We’re football fans, too….

(For help every week, subscribe to Meeting to Win.)

Typically, when a Sales Manager doesn’t have a good meeting planned in advance, they resort to the “let’s go around to each person and hear about your week last week” stand-by topic.  Of course, one person gives their verbal activity tracker while everyone else checks e-mails. 

Instead…  try a twist on the last minute topic.

Sales Team Meeting Topic:  Highs & Lows

Ask each team member to share 2 highs and 1 low from the past week. 

In 2 minutes or less, each person on the call should:

  • Share 2 Highs (Activities or events that created opportunities or moved existing opportunities forward.)
  • Share 1 Low (Setbacks in customer accounts or pipelines.)
    • Everyone should keep track of the team’s lows for later.
  • When each person is done sharing their highs and low, they should call on the next person. 
  • Continue doing this until everyone has shared.
  • Now, each person should share one lesson they can take from (1) thier own low and (2) from another team member’s low.
  • To end, celebrate the highs – add up the revenue, new clients or any significant data from the Highs list.  (It’s great to see progress.)

Hopefully, this provided you with a productive start to a Monday with an interactive topic filled with practical lessons for the week ahead.

Join Meeting to Win and do better than last-minute every week.  Your team will be provided with 60 minutes of interactive and positive sales team meeting topics, complete with pre-work, sales performance book clubs, critical sales skill practice and meeting management tips every week.  We’d love to work with you and your team.  Learn more About Meeting to Win.

This week, have I…?

Friday, October 15th, 2010

Sales Managers, it’s Friday.  Time to ask ourselves some questions as we head into the weekend.

This week, did I…

  • thank my sales team for their efforts?
  • congratulate the successes?
  • spend time in the field with my sales team and our customers?
  • provide coaching on live opportunities?
  • address problems openly and honestly before they can’t be fixed?
  • hold an interactive and interesting sales team meeting?
  • remove barriers for my sales team?
  • manage internal people and processes so my team could focus on moving sales forward?
  • reduce the noise?
  • protect my team’s selling time?
  • thank valuable customers?
  • follow through on my commitments to my team?
  • learn something new?
  • play a daily part in moving deals forward?

There is still time to check off anything on your list.  

Have a great weekend.

For help creating interactive sales team meeting environments, subscribe to Meeting to Win.  Get sales team meeting content delivered to your inbox every week with Meeting to Win.

Sales Team Meeting Troubleshooter – Problem: Data Dump

Thursday, October 14th, 2010

The Monday Morning Sales Team Meeting is a critically important hour in the week of a salesperson.  Executing these sales team meetings poorly can leave your team unmotivated, desperate and, as we’ll address today, overwhelmed.  Because I am guessing you want to do none of these things to your sales team first thing on a Monday morning,  I am sharing the Meeting to Win  Sales Team Meeting Troubleshooter one trouble at a time.  Thanks for joining us.  As they say, if you’re not part of the solution, you’re part of the problem.  With a small amount of attention, your meetings can be the exceptions to poorly executed sales team meetings that plague sales teams the world over.

Solve your sales meeting problems with The Meeting to Win Sales Team Meeting Troubleshooter.

Problem: 

You, the Sales Manager, want to have inspiring, interactive and energizing sales team meetings.  Afterall, you have been a sales rep before and have endured countless horrible, motivation-robbing sales meetings.  And, yet, you find yourself leading those very meetings. 

The problem is that you barely have enough time to cover the volumes of information your boss, home office, marketing team, product team, HR team and Collections teams demand that you cover with your sales team.  Have you ever noticed that everyone wants a piece of the sales team?  HR wants to reorganize them, Finance wants to count their sales, Operations wants to get along with them, Marketing wants to promote underperforming products, Product teams want to promote their products and the Executives want to sell more.  The sales team is the vehicle for all these departments and they all want to communicate – often.  This leaves your sales team meetings full of powerpoint decks and, ultimately, turn your meetings into Data Dumps.  And, no one is paying attention unless the particular topic happens to affect something they are currently working on.  So, boring sales meeting?  Check.

Solution:

  • To begin with, I happen to believe that, if done appropriately and in the best interest of sales and the customers, it is OK to push back on some of these requests.  At the very least, ask that they be reprioritized and spread out.  It’s worth a shot… I did have a VP of Sales who set up barriers around the sales teams Tues-Fri to protect selling time.  Great move!
  • The reality is that companies feel that it is necessary to dump this data and aside from respectful push-backs and reprioritization, ultimately, it’s going to have to be…dumped.  So, as a team, acknowledge that this information needs to be shared and, hopefully, in many cases it is actually helpful.  Then, figure out a better way to share it so you can reserve Monday mornings for sales-generating sales and customer topics.
    • Some ideas:
      • If you have an intranet, carve out a team page and post any information that can simply be posted.  As a team, set a standard for reading updates once per week or whatever makes sense.  Last time I checked, we are all adults and can be trusted to keep ourselves updated.  Expect that.
      • Since Monday mornings are the worst time to dump, set aside one hour (outside of selling time) to Data Dump.  Call it what it is and dump away.  Everyone can come prepared for an administrative meeting.
      • Share information on a recorded webinar.  Send your team a note when there is a new webinar so they can access it when it is more convenient for them.  They can call you with any questions.
      • Create a team newsletter.  Once per week or less frequently, update the newsletter with necessary data dumps.  Again, set a team standard that this needs to be read regularly. 
      • Send this information in e-mails with clear subject lines.  I’ve seen coding systems used, too.  “A” meant read/take action within 24 hours (everyone hates fire drills); “B” meant “read/take action within the next week”; “C” meant “FYI/good info to save”.  With a good system, the team members can prioritize and manage their time around all the information coming at them. 
        • The inbox can be the most overwhelming place!  Teach everyone to use Outlook most efficiently.  E-mails can be coded and filed as they come in.  They can set aside informational e-mails to read outside of selling time.  Color code emails from important people (customers!). The best thing I did was differentiate between e-mails sent to just me and those sent to a distribution list that just included me with a code in Outlook.  Guess which one got filed in “read later”?

So, Sales Managers, be the filter and manager of all the information your team needs to be successful.  As we suggest on almost every selling challenge.  Discuss this challenge as a team, throw around ideas and come up with a solution that the team agrees on.  Then, execute effectively.  Dump your data, just do it in the least disruptive way possible.  Your team will feel more motivated and less overwhelmed.

Stay tuned to the Meeting to Win blog for solutions to all your sales meeting troubles as we continue adding to The Meeting to Win Sales Team Meeting Troubleshooter.  To get new sales team meeting topics every week, complete with a 60 minute agenda,  join Meeting to Win.  We’d love to work with you and your team!

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 To see solutions to other sales team meeting problems, visit other articles in this series:

Sales Team Meeting Troubleshooter – Problem: The Dominator

Sales Team Meeting Troubleshooter – Problem: Chirp…Chirp…

Sales Team Meeting Troubleshooter – Problem: Latecomers

For a list of ideas for your upcoming sales meeting, visit Sales Team Meeting Ideas You Can Use Today.

Oh No, Not Another B****y Sales Meeting! by Jonathan Farrington

Monday, October 11th, 2010

If you’ve spent any time with me or Meeting to Win, you know that I try to pass along anything that will help you, the Sales Manager, hold interesting and effective sales team meetings.  If you haven’t been spending time here, WELCOME to the best place to improve your sales team meetings!  Here is an article by a sales consultant respected the world over.  He shares 10 strategies to help your next sales team meeting be the exception.  (Subscribe to Meeting to Win and take the guess work out of planning interactive, helpful weekly sales team meetings.)

Oh No, Not Another B****y Sales Meeting!

by Jonathan Farrington posted on The Customer Collective

My experience suggests that most frontline sales professionals, in most companies, do not enjoy sales meetings. It is also my perception that most sales managers in most companies do not have a clue when it comes to using these events as an excellent opportunity to motivate their people ahead of the next week/month/quarter, and send them back out into battle really fired up.

Even fewer appreciate the need to add in an “educational experience” into the agenda. So here are a few tips which will increase the chance of your team actually looking forward to your meetings. 

Read the Rest…HERE

Sales Team Meeting Ideas You Can Use Today (Most are FREE)

Sunday, October 3rd, 2010

Sales Meeting Ideas You Can Use Today

We are happy you stopped by.  Chances are you are a Sales Manager who is looking for ideas to improve your weekly sales team meetings…maybe even for a meeting you have in an hour.  

Let’s get started…

We believe you have come to the right place!

Since we know Sales Managers often visit our website with an immediate need, we are going to give you a ton of ideas you can use right now – most are FREE

Then, if you like your Meeting to Win sales team meetings, we invite you to solve your sales team meeting challenge forever by subscribing to weekly sales team meeting agendas from Meeting to Win.  For the cost of a fast-food lunch, you can get 60-minutes of sales generating sales team meeting content delivered right to your e-mail every Friday morning.  (Learn more About Us.) 

First, here is immediate help for your upcoming sales team meeting.

10 Ideas for a Great Sales Team Meeting Today!

  1.  Use this FREE Meeting to Win Sales Team Meeting Agenda, Create Better Buying Experiences.  If you work with customers, you can use this always relevant topic! 
  2. Invite a Guest Speaker to your sales team meeting.  For ideas, visit Wake Up Monday Morning Sales Team Meetings with Guest Speakers.
  3. Start a Sales Performance Book Club.  Ask your team to come to your next sales team meeting with one book idea for the team to consider (or use a Meeting to Win Discussion Guide).  Give them each 3 minutes to share an overview of the book and why they believe it might be a good one.  At the end of the meeting, the group can choose a book.  Your next 8 meetings are covered as you work your way through the book of choice – see the Sales Performance Book Club article for agenda help.
  4. Dust off your sales training manuals from your last training session.
  5. Conduct a War Room session at your next sales team meeting. Follow our guide for positively and productively addressing a selling challenge. Leave empowered to overcome at nagging problem.
  6. Go to the well of sales team meeting ideas with the Meeting to Win 100 Sales Team Meeting Topics e-book for $99 (or 50 cents per meeting).
  7. Make your upcoming meeting about improving ALL your meetings. Your team will be grateful!  Download the FREE Kick-Off to Great Sales Team Meetings from Meeting to Win.
  8. Have a fast-paced, idea-flowing brainstorming session.  As a team, add to this list of 25 Actions to Take to Improve Your Sales Performance This Year.  At the end of the meeting, ask each person for their own commitments from the list and get an update during each sales team meeting for the rest of the quarter or year.
  9. Share relevant Best Practices on a common sales topic. Pick one sales topic relevant to the entire team and ask the team to share experiences on this topic, successful and otherwise.  The goal of the sales team meeting is for everyone to gain one or two new ideas on this sales topic. 

10.  Maximize limited selling time with Seize the Day Every Day, a ready-to-go 60-minute sales team meeting agenda from Meeting to Win.  Download NOW for $19.95.

Other agendas you can download to use NOW include:

Subscribe to Meeting to Win weekly sales team meeting agendas and never need a last minute idea again.  Learn more About Us.  We’d love to meet you!

M2W’s Q4 Sales Performance Book Club – Getting to Yes by Roger Fisher and William Ury

Wednesday, September 29th, 2010
SALES PERFORMANCE BOOK CLUB
The Well-Read Sales Professional
 
The next Meeting to Win Sales Performance Book Club begins in October. We will focus on negotiations for the quarter and use the book Getting to Yes, Negotiating Agreement Without Giving In by Roger Fisher and William Ury. We will use the Second Edition – with Answers to Ten Questions People Ask.
 
Get the book for you or, better yet, for your entire team and use our reading and discussion guide to take your team through the book.  You’ll gain new ideas and new perspective as you work through the Discussion Topics.
 
Subscribe to the weekly Meeting to Win  agendas for a full 60-minutes worth of sales meeting content each week.  Each week we will send you a meeting-in-a-can all prepared with great sales topics, exercises and practice modules to equip your sales team to win more business that very week.
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Meeting to Win – 4th Quarter Selection
SALES PERFORMANCE BOOK CLUB
 The Well-Read Sales Professional
 
 
by Roger Fisher and William Ury
 
Reading Assignment: Intro and Chapter 1, Don’t Bargain Over Positions
Discussion Topics: 
1.       Describe the last time you had to negotiate something (personal or professional):
 
2.      What was the outcome?
____________________________________
____________________________________
____________________________________
3.      Describe an experience you have had with positional negotiation.
____________________________________
____________________________________
____________________________________
4.      What do you hope to gain from reading this book?
____________________________________
____________________________________
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Reading Assignment:   Chapter 2, Separate the People from the Problem
Discussion Topics:
1.  (pg. 23) Recall a recent or upcoming negotiation.  Now, put yourself in the other negotiator’s shoes.  What are their beliefs, needs, perceptions and goals that play into their thinking?
_______________________
_______________________
_______________________
2.  Think of an upcoming negotiation.  Is there a way to involve the other party in the process before the negotiation time?
_______________________
_______________________
_______________________

3.  Describe the role emotions have played in your past negotiations.
_______________________
_______________________
_______________________

4.  What communication best practices have you used in negotiations that gave you positive outcomes? What will you try from this chapter’s section on Communication?
_______________________
_______________________
_______________________

Reading Assignment:   Chapter 3, Focus on Interests, Not Positions

Discussion Topics:
1.  In a current negotiation, compare and contrast the “interests” and “positions”.  How does that analysis change your position?
_______________________
_______________________
_______________________

2.  What interests are shared and compatible and which interests are in conflict?
_______________________
_______________________
_______________________

3.  How can you demonstrate concern for the other side’s interests in an upcoming negotiation?
_______________________
_______________________
_______________________
 

Reading Assignment:   Chapter 4, Invent Options for Mutual Gain

 Discussion Topics:
1.  Describe a time when you or a salesperson you were working with expanded the pie for you?
_______________________
_______________________
_______________________

2.  Think about a current or recent negotiation with a customer.  List out all the creative ideas, no matter how crazy, to expand the pie – longer contracts, down payment, cross-references business, etc.
_______________________
_______________________
_______________________

3.  Get with a small group (maybe your sales team) and choose a common problem.  Now following the brainstorming instructions beginning on page 61, come up with solutions.  After you are done, answer this question:  What options did you invent?
_______________________
_______________________
_______________________
 

Reading Assignment:   Chapter 5, Insist on Using Objective Criteria

Discussion Topics:
1.  What objective criteria exists in your contracts for service, price, etc?  Is that clearly communicated during negotiations?
_______________________
_______________________
_______________________

2.  What are some fair procedures that would be useful in your customer conversations?
_______________________
_______________________
_______________________

3.  In your negotiations, how can you use objective criteria?
_______________________
_______________________
_______________________
 
 
Reading Assignment:   Chapter 6, What If They Are More Powerful?
Discussion Topics:
1.  What has been your experience with “bottom lines”?
_______________________
_______________________
_______________________

2.  For a deal in your pipeline, use the 3 operations to create your BATNA?
_______________________
_______________________
_______________________

3.  What is the other side’s BATNA?
_______________________
_______________________
_______________________

 Reading Assignment:   Chapter 7, What if They Won’t Play? (Use Negotiation Jujitsu)

Discussion Topics:

1.  Describe a client from now or in the past that “just wouldn’t play”.  What was the outcome?

_______________________
_______________________
_______________________

2.  How would you “look behind” this objection:  “We need to be able to cancel this contract at any time without penalty.”

_______________________
_______________________
_______________________

3.  What positions have you taken in current negotiations?  How can you “invite criticism” of those positions to better understand your client?

_______________________
_______________________
_______________________

4.  In what current negotiations can you change your statements into questions?

_______________________
_______________________
_______________________

5.  Is there a mediator in your company that can join negotiations?  What value might they bring to the discussion?  When will you consider including them in the discussion?

_______________________
_______________________
_______________________

Reading Assignment:   Chapter 8, What if They Use Dirty Tricks? Discussion Topics:

1.  Describe a client from now or in the past that “used dirty tricks”.  What was the outcome?

_______________________
_______________________
_______________________

2.  In the sceanario you described above, write a script to “raise the issue explicitly”.

_______________________
_______________________
_______________________

3.  How can you raise the above issue without attacking the people personally?

Script:

_______________________
_______________________
_______________________

4. Which of the negotiation tactics listed in Chapter 8 have you faced?  Did you recognize them at the time?  After reading this chapter, what will you do differently moving forward?

_______________________
_______________________
_______________________

We hope you enjoyed the book and the above Discussion Guide.  Thank you!

Sales Team Meeting Troubleshooter – Problem: The Dominator

Saturday, September 18th, 2010

The Monday Morning Sales Team Meeting is the pace car for a sales team’s weekly race.  It can either slow the team down or set them on a course to the checkered flag.  The benefits of executing effective sales team meetings are exciting and worth the effort.  And….it does take effort.  There are so many things that can go wrong in any given moment during a sales team meeting.  About 5% of sales team meetings are done well.  Those teams have a competitive advantage that anyone can have with the proper amount of preparation and attention.  Do not be discouraged!  The Sales Team Meeting Troubleshooter can set a sales team’s week at the right pace. 

Solve your sales meeting problems with The Sales Team Meeting Troubleshooter.

Problem: 

Your sales team has one loud mouth that tends to dominate the conversation causing everyone to tune out.  This person sometimes gets negative, focusing on one insurmountable problem with any topic.  This person can get so focused on one detail irrelevant to 99% of the people on the call.  Or, they brag…  Whatever the direction, it’s always determined by the loud mouth and it’s never interesting to anyone other than the loud mouth.

Solution:

  • To begin with, a clear agenda with a specific time allotment for each topic is key.  The manager or timekeeper (Meeting to Win suggests having a time keeper) can simply speak up and say “to make sure we stay on track, we need to move on.  Let’s add that topic to a later agenda (if relevant to others) or save it for your one-on-one (if not relevant to everyone else)”.
  • Part of the agenda is to set goals for the meeting.  Based on the meeting topics, the team should set a goal for the meeting.  For example, if the agenda calls for role playing objections, the goal could be “at the end of this meeting, each person on the team should have one new idea for addressing an objection they have heard in the past month“.  To meet that goal, again, the meeting cannot divert from the agenda or timeline.
  • Third, if your loud mouth brings up a problem or seems to negate every idea, initiative or activity, ask them for a solution.  Say something like, “Loud Mouth (best to  use their name), you’ve pointed out the problem with doing 8 appointments a week.  The reason for that goal is that statistics show that we need to see that many customers to get the sales results we need, (state needed result).  Not meeting that goal is not an option.  What other ideas do you have to meet that goal?”  You may even say, “don’t answer that now, let’s table that conversation and we’ll allot 10 minutes on our next agenda for your ideas.”

Stay tuned to the Meeting to Win blog for solutions to all your sales meeting troubles as we continue adding to The Sales Team Meeting Troubleshooter.  To get new sales team meeting topics every week, complete with a 60 minute agenda, join Meeting to Win.  We’d love to work with you and your team!

Design Your Plays for Huge Gains

Friday, September 17th, 2010

I was watching football last weekend which I love to do for many reasons.  One of those reasons is I like the strategy of the game.  Those coaches and players have to think fast, know the game, have good instincts and be able to execute plans.  In this particular play, our team turned the ball over and, therefore, off the field went the offense and on the field came the caught-off-guard defense.  First play, the other team throws a long pass for a huge gain. 

The coach on that team knew that when faced with that exact scenario, he would run that particular play.  He ran it quickly and successfully because it was planned in advance to use against this defense in this moment of the game.

Salespeople would be wise to have their own “design plays”.  This week’s Meeting to Win sales team meeting agenda will lead your team through an exercise to anticipate these opportunities and have a plan for them when they arise.  Join us and spend one hour at the chalkboard designing plays that your team can execute every time they’re on the field where it really matters.

Anticipate every scenario you will face in each deal and design a plan to address it.  Build your sales book and gain the competitive advantage.  Join Meeting to Win for new exercises like this one every week.

The World Has Changed – Have You?

Sunday, September 12th, 2010

This Friday, the Meeting to Win sales team meeting agenda, Anatomy of a Deal, will be delivered to our subscribers.  We’re challenging our subscribers and our readers to re-visit your deals and your approach to winning those deals.  Business has changed due to technology, economic factors, political climates and many other reasons.  Are you still approaching your deals the same way you were five – or even two – years ago?  That might be alright, but probably not. 

How do you know?

One idea is to dissect your last 5-10 deals.  Look at every factor in each deal – decision makers, sales cycle, steps, objections, etc.  Then, determine what has changed and how should you change because of what you are learning?

Now, look at your current pipeline and your NEXT 5-10 deals.  What can you apply to these deals to increase your odds of winning in this new sales climate?

We hope you enjoy the exercise.  To lead your team through a step-by-step analysis, Anatomy of a Deal, join Meeting to Win.  You’ll get new sales team meeting agendas and exercises every week – delivered directly to your inbox.  Your sales team will never be the same.