We all have situations that demand it, and we all have an idea of the perils of not doing it.  Regardless, many sales professionals are still not adept, or consistent with their follow-up correspondence.  This is a more important topic than many realize.  Few buyers take one quotation, so few buyers limit themselves to one sales professional. Your job is not only to deliver the right product, price, and professionalism, but also to set yourself apart from the others.

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Follow-up is important.  This is true of a prospecting follow-up, sales call follow-up, presentation follow-up, or any other type. After doing the hard work of prospecting, a sales professional will then risk negating that work by not doing timely and well thought out follow-up.

When I speak of this, I speak of the perfunctory sales calls as well as the questions that come up following any of the types of calls above.

Two Examples of Proper Usage

Follow-up, when done properly, can create the necessary evidence of professionalism.  Remember, if you don’t follow-up, the professional that consistently communicates like this will stand out.

Following the initial visit

This one requires a quick, almost instant response to the buyer.  I would say that you should do it within two days or less.  This is your chance to say how much you appreciated the buyer’s time as well as the opportunity to work with him or her.  I would keep it short and sensible.

If during the visit you came away with a listing of “to do” items, or some other things to check on, don’t hold the correspondence until you get them done.  They can be fodder for another note.  The key is to let the customer know that you are looking forward to providing solutions.

Here is some simple wording:

“Mr. Buyer, I appreciate the time you have taken to show me your operation and explain your (packaging, telecommunications, insurance, transportation, etc) needs to me.  I look forward to our meeting as we agreed on Monday, September 1st to share the proposal with you.  If you have any questions or concerns prior to that, please contact me.

Sincerely, Sales Professional”

Remember why you are composing this note.  You want to make sure that he recognizes that you appreciate his or her time.  You also want to make sure that you reinforce the proposal date, and that if there are any changes or concerns that he or she touches base with you.

You could put together an epic memo, yet the idea is to make sure that you reinforce the meeting and your appreciation.

Following a proposal

This one is very important.  If a buyer is getting four proposals, then there are four different sales professionals, attempting to make their mark with him.  They may even be getting more than four proposals and then your initial call may be less memorable.

Your goal is to have the customer to remember the importance of working with a true sales professional (you), along with some of the most important features and benefits of your product and your company.  Here is your chance to list the most important points succinctly so that they can be remembered.

Here is an example:

“Mr. Buyer, thanks for the opportunity to show you what ABC Company can do for your organization.

We are prepared to begin supplying your 14 Eastern State division with cartons if we are selected, and will begin the process of quoting your Southern division with the information you supplied to us.

Please keep these important points in mind:

• We are a nation-wide organization – able to supply all 5 divisions, coast-to-coast.
• Our “Flex” Pricing Program will deliver the lowest costs overall for cartons regardless of the volume in any particular division
• Our just-in-time delivery will save you 6% in inventory costs

I look forward to working with you, and I will use my 18 years of packaging experience to keep your packaging program “state of the art.”  Do not hesitate to call if there are questions regarding our proposal.

Sincerely, Sales Professional”

Notice here supporting the features with some bullets just to reinforce your sales points and getting a final shot in about yourself.  Remember, with all of the professionals that might have been involved, you need to professionally stake your claim…that is legal!

Degrees of Formality

Effective letter writing is essentially a lost art, but there are times when you should consider it.  If you make an election to write someone an email follow-up note, follow the same rules that a letter would follow:

• Keep it short and to the point
• Know and respect your level of familiarity with the customer/buyer
• Always be professional

If you are awarded the business, which is the “grand prize” then I think you proceed to use the fine stationary or card to send a personal note of appreciation.  You might want to take a look at Black Sales Journal 2/3/2011 Make Yourself Memorable to explore this.  It carries a significant amount of power and effectiveness.

The follow-up letter is a useful tool to keep close during the sales process.  Don’t let someone forget you, and don’t be overshadowed in the sales process.

Your comments are always welcome.

In a world of tattoos, hair styles, and social media, so many want to be ‘individuals’.   Be yourself, but also be employed.  Sales may not be unique in its level of internal and eternal visibility, but it is special.  The customer makers it that way!

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This is an interesting topic, and that is why we would like to cover it here.  God has given us the gift of being different.  We come from so many backgrounds that it is difficult to point them all out.  There are as many variations in our culture as there are reasons to rejoice about it.

I am going to give a definition of your culture that is slightly shortened from Webster’s Online Dictionary (Definition of Culture):

The integrated pattern of human knowledge, belief, and behavior that depends upon the capacity for learning and transmitting knowledge to succeeding generations.  Additionally, the customary beliefs, social forms, and material traits of a racial, religious, or social groups.

In other words, that which is part of you because of your surroundings and your past including that which is learned and absorbed, and that which you will be passing on to others.

This is a broad interpretation.  I think you will agree that it is interesting that culture, in the form of one’s diverse background can actually be a lightening rod for criticism or even a reason for exclusion in the world of corporate employment.  Comfort, likeability, even preference is affected by one’s background, color, and certainly culture.  Now these are not synonymous at all, they just blend to make a concoction that many employers avoid drinking.

Decisions on hiring, promotion, and even things as simple as who gets referrals and redistributions are done on the basis of how you are perceived.  Is it always fair?  I am more than certain that it is not!

What Are You Suppressing?

It is always wise to be yourself while in the office or work environment, as it is easier that way.  But…the self you need to be is the one that not only got you hired, but the one that can sustain your employment.  I am not saying you should be a chameleon.  You need to know how to be you, the business professional during the hours that you are selling the services and products that provide your living.

The workplace is a vessel of many principles and traditions.  You don’t have to conform to all of them, yet need to know which ones are important enough to follow so that you don’t damage your chances of success.

Suppress your culture?  Suppress it only if your culture runs afoul of the principles and traditions of your customers and your employer, and then, you only need to suppress it at work.  Should you wear your culture on your sleeve while you are at work?  I think you will agree that the answer is a resounding NO!

Let’s be Practical

Here is a brief look at some of the situations that commonly occur just to give some practical perspective.

Promotion - Your interview for a promotion is much anticipated.  You are working, in a conservative industry (commercial banking), for a conservative bank.  What do they expect from you in terms of your delivery, your approach to customers, your educational background, and your appearance?

Job Interview - You are in search of a position fitting your years of experience and your success in the past.  You are known as a solid sales professional and you want to move up in position by taking a sales manager role.  In addition to all else, your results have indicated that you are the likely candidate.  What will get you hired in this coveted position?

Reduction in Force - You are a solid performer, yet you recognize that they are considering layoffs in your sales department.  You feel you are a key performer, yet realize that there are others who have done a good job as well.  Your numbers are solid, and your product and industry knowledge are exemplary.  How are they going to make that decision as to who stays and who goes?

In each of these examples, there are two common denominators.  One is the fact that you are competing against others.  The other is that you still have a customer who has expectations from a business standpoint.

Note that you still deal with the forces of the 3P’s, Perceptions, Preference and Prejudice. Cultural diversity can and will sensitize this.  Whether you are black, brown, tan, yellow, or white, you need to recognize that if you are race neutral in your professional manner, you have a better chance of professional success.

I don’t care whether you are white or brown, if your organization has a policy against dreadlocks, braids, and Mohawks, you may want to avoid fighting it, and consider a profession or employer who does not care.  Keep your individuality, and exercise it when you are on your own time.

If tattoos and piercings are part of your culture or appearance, you should consider a sales career where those things don’t matter.  Most sales careers are not the place to be too different as there is a customer out there who will make the decision on degree of difference.

There is no doubt that you need to be the image of the consummate professional in the customer’s eyes.

Is this Selling Out?

This is a good question.  What I am actually saying is that you must play the professional role in this theater.  Be as different as you want during your off hours.  Your alternatives to conforming are self-employment and other careers.  You are not selling out by being the professional.

One Last Word

You can be an activist in the street, a militant about social issues, or a pacifist about conflict. Be what you are!  I am advocating that when it comes to professional sales, be the consummate professional (while at work) and recognize that you need to be in a mode that gives the customer confidence.  Be professional in your appearance and you will make the inroads with the customer, and win in your earnings issues.

It can be done.  It is done in sports and in many other arenas.

Be the best!

Your comments are welcome.