Your outside  sales position comes with some assets that are not always thought of as benefits.

Items such as:

Company Vehicle & Company Fuel Card
Company Credit Card
Company Issued Smart Phone or PDA
Company supplied laptop Computer

There are other items as well and the premise is the same with all of these devices.  They are designed to help you be the best that you can be in the sales position, reducing the need for inside assistance, reducing administrative costs, and increasing convenience for the user.

These items present some significant opportunities for unintended neglect as well as abuse and should be managed carefully.

Most long term sales professionals know how these items play into performance evaluations, company policies, and continued employment, yet a recap could never hurt as there are always new professionals entering the workplace.

Electronic Devices – Your Responsibilities and Changing Times

The world is changing, and you have no choice but to be a part of it.  Your access to company and customer data is an important convenience, and it creates some rather interesting changes as compared with a few years ago.

Your laptop computer or even  a pocket-sized device can easily come up missing and could potentially contain the following information that you currently may take for granted:

• Privileged company information (Your company’s trade secrets)
• Customer/Client information (contact lists, phone, addresses)
• Customer Confidential Information (Credit card, financial, and other)
• Your company’s system access information

The information above, as well as  other important information that could be on drives, media cards, etc, can send your company’s IT professionals into “Def Con One” in terms of actions to protect customer’s privacy and your company’s systems and information.

Losing your laptop or Blackberry/iPhone/PDA sends into action a wave of activities designed to protect that information.  This could include “wiping” which is the remote erasing of all of the data on either device.  This falls under the category of “better safe than sorry.”

Depending on what industry you are in, there is also the possibility of federal laws being violated.  If you are in the health or medical industry, which includes health insurance, your responsibilities are even more strenuous, because of health information privacy.

Losing your brief case would be tough, and would potentially put some information in the hands of some who might read it or use it incorrectly.  Losing your PDA creates a different exposure that includes the possibility of improper access of gigabytes of information (thousands of briefcases) and a gateway to other information.

The most important action you can take if you make the mistake is to inform your IT department immediately after the problem happens.  Before that, take all necessary steps to protect it.

Company Vehicles & Fuel Card

Fewer companies provide the benefit of company vehicles now, and that is fitting.  The “tests” that qualify sales professionals, even though they are in outside sales are strenuous, and limiting.

If you do have a company vehicle, you should recognize that not only is this a company asset, but also your company is watching everything you do with it.  Fleet companies and your own HR department are doing what they can to insure that this company asset that could easily be valued up to $25K to $40K is protected and maintained correctly.  It only makes sense.

With this in mind:

• Respect and follow all maintenance schedules. These are recorded and the paper trail is easy to follow.
• Use your fuel card correctly.
• Document according to policy.  Maintain confidence by following the rules to the letter.

Above all, treat the vehicle as if it is your own.  Keep it clean in appearance and it will be noticed.

Company Credit Card

More mistakes happen with company credit cards than you might believe.  Sometimes the mistakes are harmless errors, but some are as a result of mistakes of character.

You can know your company’s expense and credit card policies to the letter, yet there is another test that is even simpler.  If you are in doubt, do not use your company credit card.  This short section is less a review of company expense policy than how you actually use the card.

Remember, if you use the card once for a personal expense that is not business related, you have crossed a boundary that breaks a confidence.  Improper use goes past using the card for personal expenses it also includes using it in the “wrong” places.  I am totally amazed at any sales professional who uses the company credit card at a “gentleman’s club” or any like establishment.  What more indicting activity can you have on your judgment than to use a card with your employer’s name on it at an establishment like this?

Be smart and careful with this valuable asset.  Many organizations require that you use the credit card for any business expenditure.  This increases control, and makes it even more necessary to be discrete.

In Summary

Always know the policies of your operation, and always use common sense.  Improper use usually comes from improper judgment and an ignorance of the ground rules.

Protect your electronic media with your life.  You don’t want to have that information floating around out there, but you really don’t want to undergo the “Spanish Inquisition” that will result from losing it when your IT department and your manager begin their query.  Care is necessary as anyone can lose one of these devices.  What happens if you lose two of them?

Your comments are always welcome.

Always conduct yourself ethically and conduct yourself as if someone is always watching, because they are!  Separate yourself from the rest.  Always do the right thing!

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A few years ago I received a call from someone selling promotional items.

The call went like this:  “Mr. Parker this is Jim Carr from Midwest Promotional Products (I have changed the name).  When we last spoke, you advised me to call you back this October to discuss our organization providing you with some of your branded items for the upcoming year…”

I will stop here for a moment.  I knew right away that my organization did a great job of providing promotional items, and that was the only source that we used.  The fact is, that the opening line from this sales person was an simple unadulterated lie.

I responded, “Mr. Carr, I don’t remember having talked to you.  I would not have asked you to call me back as we are not in the market for branded material.  We buy from a central source within our organization.” He responded with lie number two, “Maybe it was not you but one of your managers that I talked to that referred me to you.  I just wanted to share with you our line of…”

I quickly dispatched of the call for one simple reason…if this sales ‘professional’ was going to start off this conversation with two lies and misrepresentations, when was the third going to happen?

Sales ethics is lacking overall in many  industries, and you have the ability to make sure that you do your part to make the sale profession ethical and honorable.   If you sell a product or a service, you must recognize the importance of ethics in your ability to not only have longevity in this fine occupation, but also to be successful and prosperous.   In the example above, the rep only needed to say that he wanted to find out my interest in his product.  Sales professionals consistently used that approach with me and got an audience.

The Bright Line of Ethics

Note an important fact: The distinction between ethical and unethical will appear as a ‘bright line’ once you internalize your desire to act ethically in all situations.

This rep did what was akin to attempting to ‘sneak through the back door’.  I would want to start a relationship with someone who would so quickly and comfortably start out with a lie.  This may not seem to be large, but think about it,

Ethics: The principles of conduct governing an individual or group (Merriam-Webster Online Dictionary)

The need for ethics in sales is real, and will set you, as sales professional, apart from those who fail to recognize its importance.  Even more, it will allow you to sleep at night.

You will look to be fair, equitable, and transparent when you work with a customer.   Avoid exaggerations and untruths and communicate well, following up with correspondence.

Once you are there, the ‘smell test’ will become part of your quick review.  Once you internalize ethics, you will become sensitized to how everything affects not just the customer, but also all other parties (your employer included).  At that point you recognize that you work for an organization, but also are an advocate for your customer.  The customer has no other voice.  There is no doubt who pays you, but we need to make sure that your customers are treated ethically. Put yourself in the shoes of the customer, and articulate the situation to your organization.  If you were the customer you would want to be working with professionals who you have credibility, trustworthiness, and a desire to do right even when no one is looking.

Ask yourself these important questions:

• Do you feel lying is acceptable? (BSJ 6/30/11 - Telling the Truth – It works Wonders for a Relationship)
• Do you want credibility? (BSJ 3/31/11 Credibility – The Ultimate Goal of Black Sales Professional)
• Do you want the customer’s trust? (BSJ 5/26/11 – The Black Sales Professional – Closing Two Sales at Once)
• Can you hold yourself to a higher value?

These questions are simple but the impact is huge.

Even When No One is Looking!

I was once riding in a company vehicle with a sales rep and the customer to a business lunch in the Chicago area.  We were coming to a toll both and the rep reached into a bag and grabs a coin, which he deposited in the automatic toll basket and we were allowed to proceed.  At that time the toll was 25 cents.  On the way back from the successful lunch, he did the same.  As he did it, I looked at the bag, which must have had 200 or more coins and inquired as to how he got that many quarters.  He indicated that they were not quarters, but after a recent trip to Mexico he had a bag of centavos that were essentially worthless here.

Remember, this is in front of the customer.  Our customer heard him admit to using worthless foreign coins in the toll basket.  If you were the customer, how would you feel about this reps credibility?  What would you think about the organization that you were doing business with as you witnessed him doing it in front of his manager?

We had to terminate the rep (I refuse to call him a sales professional).  Let’s look at it from an employer’s view.  This unethical individual did the following:

• Sullied his image and the organization’s image in front of the customer creating doubt as to our ethics and credibility
• Engaged in a civil wrong which might have carried criminal penalties as well
• Committed expense fraud as he also received reimbursement for fraudulent expenses

I contacted the customer as I introduced the new sales rep.  I apologized for the fact that our representative did what he did, and explained that I had someone who was solid who would take care of him.  The customer said the following to me, “I really wondered about what organization would allow its employee to cheat like that.  I liked [him] but realized that I did not know him well enough to trust him.”  The customer was watching my response as much as he was watching the actions of the rep.

Black Sales Professional – Rise Above It All!

As a Black sales professional you should demonstrate sound solid ethics, and be the advocate of the customer in making sure that your organization is fair with the customer.  With a sound ethics ‘compass’ you will be able to ‘feel’ whether what you are doing meets the ethics tests.

This stance and advocacy will help create the strongest of relationships.  Don’t miss the chance to do it.  It is a responsibility that may test you, but will also strengthen you and your relationship.

Be consistently ethical and you will be the best.

Your comments are welcome.