Posts Tagged ‘energize sales team’
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, April 14th, 2010
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,
Enjoy Paul’s insights and direction and start having better meetings this Monday. It is critically important.
Tags: energize sales team, motivate sales team, sales meeting agenda, sales team agenda., sales team meeting agenda, sales team meeting agendas, sales team meeting idea, sales teams
Posted in how to have productive sales team meetings, management tips, sales management, sales manager tips, sales managers, sales meeting agenda | No Comments »
Sunday, April 4th, 2010
Who is on your “team”? By team I mean everyone that helps take care of the customer from suspect stage to account management stage. This could be your proposal people, your billing dept, your sales engineers, your operations team, your customer service representatives and the list goes on. It typically takes many people working together to win, keep and grow customer accounts. How well your team works together is being observed and judged by customers and is a big factor in their decision to work with you or not.
There are many challenges facing your extended team. Everyone has different bosses, people are spread all over the country, they leave the company and have conflicting priorities. How do you pull the team together for the good of the customer?
Start by identifying the team. Make a list of everyone who touches every stage of the sales cycle. List these people or functions by sales cycle stage. Include the role they play in that stage.
Now that you have this chart, figure out how to improve your team work. To get started, list 5 areas of breakdown in your team work. Are proposals often late, do customers have billing issues, is Customer Service unresponsive, are orders delivered late? Take each breakdown one by one and figure out how to address it so customers have a better experience.
Some solutions may include:
- Involving an extended team member earlier in the sales cycle.
- Making an effort to get to know each other outside a sales cycle.
- Including the extended team on sales team meetings occasionally.
- Making sure everyone is clear on their role in the customer account.
- Creating a customer-focused culture where everyone sells.
- Encouraging team leaders to focus on working together.
- Creating a communication system across departments.
Work together as a team to win as a team. You’ll enjoy these internal relationships and your customers will be the big winners.
(Meeting to Win provides new sales team meeting agendas every week for Sales Managers who subscribe to the sales meeting agenda service. This Friday, the sales team meeting agenda Work as a Team to Win as a Team will be delivered to our subscribers. Join us and start having better sales team meetings this week.)
Tags: CRM, cusotmer meeting success, energize sales team, motivate sales team, sales team agenda., sales team meeting agenda, sales team meeting agendas, sales team meeting idea, sales teams, sales teamwork, team work, work as a team
Posted in Account Management, CRM, agenda ideas, agendas, free sales team meeting topics, performance, sales meeting agenda, sales meetings, sales team agenda., sales team meeting agenda, sales team meeting agenda topics, sales team meeting ideas, team meeting | No Comments »
Thursday, April 1st, 2010
So, now I am getting inspiration from beer ads! The ad says that fortune favors the bold and it supports the Meeting to Win message this week about Playing to Win instead of Playing to NOT Lose.
Top performers take risks. They risk losing deals or entire accounts by speaking up when clients are making bad decisions. They hold their ground during negotiations. They challenge a competitor’s offering. They demonstrate their value and then demand the right price. They walk away from bad deals. They get to decision makers. They risk offending gatekeepers. They ask their referral network to make introductions. They challenge strategy. They point out problems. They share solutions. They say no to non-selling activities. They care more about results than padded activity reports and inflated pipelines. They call higher in organizations.
Fortune favors the bold. Take a risk today – and tomorrow – and the next day. Play with passion.
Just Sell quote from Theodore Roosevelt (1858–1919), 26th president of the United States on being bold.
(Meeting to Win provides weekly sales team meeting agendas for Sales Managers who want to lead inspiring sales team meetings. Join us by subscribing today. Upcoming agendas include Playing to Win or Playing to NOT Lose, Work as a Team to Win as a Team, Lost in Translation, System Based Selling and Create Better Buying Experiences.)
Tags: CRM, energize sales team, sales team agenda., sales team meeting agenda, sales team meeting agendas, sales team meeting idea, sales teams
Posted in Account Management, agenda ideas, best practice, down economy, free sales team meeting topics, gatekeeper, sales meeting agenda, sales team agenda., sales team meeting agenda, sales team meeting agenda topics, sales team meeting ideas | 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 »
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 »
Friday, March 19th, 2010
“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.
Tags: CRM, energize sales team, micromanagement, new hire, new sales rep, on-boarding, sales team agenda., sales team meeting agendas, underperforming sales rep
Posted in CRM, agenda ideas, best practice, communication, discipline, free sales team meeting topics, meetings, sales management, sales manager tips, 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 | No Comments »
Sunday, March 14th, 2010
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.
(To get this blog’s new posts emailed to you every Monday morning , Subscribe to our blog.)
Tags: customer meetings, energize sales team, motivate sales team, sales team agenda., sales team meeting agenda, sales team meeting idea
Posted in agenda ideas, agendas, best practice, communication, discipline, free sales team meeting topics, how to have productive sales team meetings, management tips, maximize tools, sales activity, sales management, sales manager tips, sales managers, sales meetings, sales team agenda., sales team meeting agenda, sales team meeting agenda topics, sales team meeting ideas, sales tips, team meeting, tips for meetings | No Comments »
