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.

In the last post we started the discussion, Deepening Your Customer Relationships (See that at the bottom of this page) regarding how to gain customer intimacy.  We talked about the importance of a Customer Profile and the type of information that you could house there.  I had a sales professional write me in the response section and state “…you discussed the Customer Profile, and began to explain it, yet you probably should have given an actual copy.”  I think that person was right!

I am going to give you a copy of a simple template for the customer profile as well as delve into some ways that you can get the information to fill in the profile.

The Customer Profile

As we discussed last week, this is not the Customer Profile that I expect to be in your employer’s database.  Remember my previous statement about whom you are selling your products and services to.  You are selling to an individual, not a company.  The act of forming the relationship over time is made easier by recording your information on this profile and using it wisely in cultivating and strengthening the relationship. You will see this over time.

Here is the Profile template. It is simple and to the point.  I am attaching it as a PDF.  It will will serve as a guide and can be altered  or be used “as is”:  CUSTOMER PROFILE PDF.  Tailor it to your own usage and format.  Make it yours.

Getting the Information

I am going to make some suggestions for harvesting the information as well.  Remember these important points:

• Private Information – No customer wants to have a database out there for a vendor’s use which house information about his/her family, his educational background and preferences.  This is your information!
• The Best Source - The best source of information would be the customer.  We will briefly discuss ways to get that it.
• Other Sources – The more information that you can get from sources other than your customer, the less intrusive it will seem.

Breaking the Ice

Your quest for information begins with the act of “breaking the ice.”  You are the quarterback and you will set the tone for the meeting.

I always started off a meeting with a new buyer by creating a relaxed environment.  The normal pleasantries of weather, traffic, and the state of business were beginning topics.

I would then execute the sales call.  Once business was completed on the call, I would start a conversation with information about me, and then seek information about the customer.

Who am I?

Information about me – I would allow the quick verbal resume to get slightly personal including where I reside, and how long in the area.  I also included how many children I had, and in most cases where they were going to school.   The verbal resume would include my length of time with the company and my years of time in sales.  My objective was to let the buyer know that:

• I am a sales professional
• I am a person who enjoys what I do.
• I have staying power
• Behind me is a family who is important to me

Yes the quick introduction was purposeful, and intentionally personal. Buyers want to know something about you….something that they will remember, something that they can share.  You will be amazed as how it makes a connection.

Who are You?

Now it is the buyer’s turn.  I am willing to bet if it is a good day, he/she will deliver many of the points in the same fashion as you.  You should take specific note of them as you are now looking through a window that might only be open for a short period of time.

Once they had laid that out for me, I felt comfort in asking if the buyer was a native of the area. Which leads to which school he went to, and does he support the Giants or the Jets, or the Bears or the Packers.  With a laugh here or there, we have covered much ground that I can use later to strengthen the relationship.

My most completed profiles would include favorite restaurants, probably because we had a business meal there, and what the customer enjoyed in terms of alcohol.

The Customer Profile in Action

On a cold December 20th several years ago a customer gave me a gift.  It arrived by UPS, and I was flattered.  I did not think we had reached that level yet but it was a fine gesture that I needed to respond to.  The customer profile showed enough information regarding where he liked to dine as well as his hobbies.  In return I got a modest gift certificate from his favorite restaurant and a fishing hat for his upcoming late spring fly-fishing trip.  This information was from my notes.  That fine former customer still keeps in touch.

As your relationship continues, a business entertainment lunch at a local restaurant will give you an opportunity to further your profile in a more neutral setting.

Don’t Force It

As stated in my most recent post, you need to serve up some of your personality so things can get more personal.  If someone wants to keep it strictly business, you will need hope that over time you can get the buyer intimacy that you seek.  Don’t force it.  Be natural and be prepared to “get closer” in the future once the buyer is reluctant at this time.  As the relationship matures he could be more accepting.

A deep enduring relationship happens when there is an exchange.  Be personal and personable.

Above all know your customers intimately, at least the important ones.  I hope this will provide the start.

Tell me what you think.