As a sales professional in B2B sales the first significant milestone in the sales process is getting past the Gatekeeper. This might not be an easy process, but the truth is you have limited sales possibilities until you master getting past, or in some cases around this individual.  Let’s spend some time discussing some tips on how to get you past the gatekeeper.

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Working with the Gatekeeper

The Gatekeeper’s role is simply to screen calls and visitors.  As you know the calls are screened to allow his/her boss to be efficient and focused. You and I both know that one of the items that will make increase efficiency and effectiveness is your product or service!

Chances are you may have received some training in how to do this, or have been doing it long enough that you have your own techniques, but this general refresher cannot harm you.

Here are some tips in regard to getting past the gatekeeper, keeping in mind that sometimes getting past the gatekeeper is simply getting around the gatekeeper.

Getting past the Gatekeeper:

• Befriend the Gatekeeper – A vast majority of Gatekeepers are helpful professionals.  They are doing their job.  They should be treated well.  Be personable but not phony.  You may find an ally here.
• Do not send anything in writing – Many Gatekeepers will ask you to send information.  What do you think happens to this information once sent?  Advise that the information you send is based on the needs of the account.  Let the Gatekeeper know that you need to talk with that buyer to discuss what is needed.
• Keep it vague – Remain vague, as you do not want the Gatekeeper making decisions as to the worth of your product or service.
• Don’t settle for another contact – Chances are you will never talk to the decision maker after electing to talk to a surrogate.
• Always use the buyer’s first name – Familiarity is important.  Use the first name if you know that his/her first name is used.
• Call back when the gatekeeper says to call – This is important even if you don’t get through.  Remind the Gatekeeper of this when you call.
• Agree to early appointments – Offer for an early appointment (telephone or in person).
• Drop Names – This can give credibility. “I work with ABC Company across the street.
• Use Referrals – Referrals build credibility if appropriate.  “John Johnson of ABC Company next door requested I call Mr. Jones, and I am doing it.”
• Practice all Scenarios and be prepared for each call – Be prepared knowing your responses to the common objections.  It is projected that the gatekeeper knows 3-4 objections, and readily uses at least 2 objections.  Anticipate the objections.
• Follow-Up is a must – You must track the conversations with notes and follow-up.  Don’t miss an opportunity.
• Never show frustration – Your 10th call should have the same tone as your first.  Display no rudeness or sarcasm
• Never pose as someone you are not – You are a sales professional, not the IRS, Police, or a relative.

Another Approach – Getting Around the Gatekeeper

Sometimes you cannot convince the Gatekeeper of the importance of your visit.  If that is so, you might need to be resourceful.  I am not a total advocate of all of these, yet you may need to try some different measures.

• Call during the lunch hour – There is a good possibility that the Gatekeeper will be out and you will talk to a ‘stand-in’ who is easier with information.
• Call Early or Late - This may get you through to the buyer without interference from the gatekeeper.  Many buyers are in the office as early at 7:00A.
• ‘Misdirection’ - Call one number different than your buyer (Gatekeepers number 445-5858 so dial 445-5857) When you get the wrong number, say which number you dialed and who you want to speak to. In many cases they will connect you to the buyer, as it will look as if the call is from another department, not the outside.
• Ask the Operator for accounts receivable or the mailroom - They are not trained to screen calls.  Once you get that department, tell the person on the phone that you want to speak to ‘John Buyer’, and they will try to connect you.  Same principle as above.
• Always ask for the extension – When you do get someone to attempt to connect you make sure to ask for the extension “so you do not have to bother anyone again!”  This should be a habit.
• Listen well to the voicemail message - Note the return date, any alternative contacts, and remember you don’t have to leave a message.

You can make it to the buyer but need to be creative and professional. There is no way to be successful until you hone these skills.  Keep good notes and always know the name of person that you are talking to.  Remember the Gatekeeper is a person who desires respect for his/her position.

Be Memorable

Imagine being in a job where people who are supposed to be professionals treat you rudely and with dispatch when you are doing your job?  That is a reality in the Gatekeeper’s role.  Make a positive impression and be personable. They will remember you.  Your treatment of the person in this role will make the difference.  If it does not work, you still must accomplish your mission, and will have to consider Getting Around the Gatekeeper.

Someone will get through at some point, and your hope is for it to be you. Know the techniques and give it your best shot.  Remember that it is your first milestone in this important customer relationship.

Never give up!  Thanks for reading.  We look forward to your comments. You can reach me at Michael.Parker@BlackSalesJournal.com.

You are a sales professional who labors to give the best in service to your customers.  The best in service means being responsive, innovative, and creative when it comes to your customers business needs.

Your retention of customers is good, and your acquisition of new customers is solid as well.  So what is missing?

Most sales professionals do not ask their customers “how am I doing?” and “what can I do better?”

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Why it is important?

This one might be simpler to explain than you might believe.  Sometimes we forget that asking questions does more than just generate a response.

Asking those questions does the following in the customers eyes:

• Shows a sincere desire to give the best service possible.
• Opens the feedback channel to allow someone who appreciates you to get what they may be missing in a relationship.  It promotes communication.
• Shows confidence in the relationship by allowing constructive criticism in the quest for continuous improvement.
• Opens a window to what aspects of service, responsiveness, and fulfillment are most important, and allows you to focus on these.
• Sets up that next conversation in 6 months or a year where you ask again and get the positive feedback that you are doing all that has been asked.

You may ask for feedback in your relationships and marriage, and you may ask for feedback from your employer (in the form of a performance review), yet most often we make the assumption that our relationships with customers, especially those with longevity, are solid and rewarding.  Sometimes you need to make certain.

Your customer will feel privileged that you are asking, and will sense your sincerity.  It will create a bond that will help you when your other sales advantages, such as price or product superiority, disappear.

How to do it?

This is very easy, yet will come with some degree of surprise to many customers.  Why?  Because so few sales professionals ever ask the question.

I would suggest that this be done during an in-person meeting, one-on-one with the buyer for the first meeting.

Here is a simple suggested format:

• Ask the customer what attributes of a sales professional are most important to his/her operation. This could be responsiveness, communications, credibility, or many other strengths.
• After getting them on paper, ask him to help you rank them in descending order (the most important attributes get a 1, and least important gets the highest number).  You really should be looking for the top 5 or less, as those are the most important.
• Now, have him help you rank your performance against those attributes. Use a simple A-Excellent, B-Good, C-Average, D-Below Average, F- Failing.  Rank each one, and if there are areas that you have not done, they can be incomplete.

The last bullet above will be the “moment of truth” as it will tell you what the customer perceives.  No matter how well you believe you are doing, this is important!  It is actually the point of origin of your continuous improvement program, or confirmation that you are a solid sales professional who should look to maintain your efforts along with some incremental improvement.

This does not need to be any more difficult than this.  You are opening a window or door to communication that will make more concrete your relationship with your customer.

The Manager’s Role in Customer Feedback

Managers should always feel comfort having this type of discussion with the customers of their sales professionals.  It won’t have the depth of the comments above, yet is should be designed to get meaningful input regarding the customers sentiments about the performance of their sales professional.

When I say it will not have the depth, I mean that it is difficult for the manager to get the level of feedback that the sales professional could get.  The manager’s role is to get some feedback regarding whether the professional is doing a good job and “taking care of the customer,”

With major customers, it should be expected, and it should be done with a sampling of smaller customers.  The result of asking is the same as above…you get ‘points’ for asking.  The objective is to make sure that the customer is being given good service.

Here is an example of how this can be done:

“Mr. Johnson, I am Rick’s sales manager here at ABC Corp.  I wanted to introduce (or reintroduce) myself and ask how everything is going in your relationship with our company?”  “How is Rick doing in taking care of your companies needs?”  Note here that this question must be an open probe.  It should result in conversation and not a yes or a no.

The responses start the conversation, and this should be a fairly short conversation.

Where Do You Go From Here?

I would make the following suggestions as to how you go about this activity:

• I would start with customers who you already have open communications with.  It will allow you to hone your process.
• I would do it with every customer that you feel is important.
• Always follow-up and practice continuous improvement.  Correct the issues and you will have a customer for life.
• Do it once a year on average.
• No matter how uncomfortable, or how much you modify, do it!  Initially, it will get you a better rapport with your important customers.

Give it a try and see the difference it makes in your business relationship.

We appreciate you comments.  Write me at Michael.Parker@BlackSalesJournal.com.