In most sales positions, you are the relationship expert. You are the true  expert on the customer!  You may know well the product and process, but you may need someone who is intimate with procedures, tolerances, and even engineering and legality.  The call is yours, so know how to frame it!

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Whether you are you taking your manager or a specialist (such as an engineer or technician) on a call to see your customer, there are rules to follow.

This is normally done to facilitate a product or service with complicated nuances and utilizing this assistance correctly could push you toward consummating the sale.  No matter how much assistance you get, the sales call is yours to control, and the deal is yours to make.  This instant credibility and expertise could be very helpful to the Black sales professional because you strive for the credibility that happens when you put together company resources to produce a win.

If you are wise, you will learn how to master the assisted sale because in the end, the credit is all yours, and the compensation is usually not split.  Having someone else do much of the work is a benefit; having someone with you that gives your customer instant solutions coupled with your continued credibility is even more beneficial.  It also gives you a solid opportunity to learn more about your products that will benefit you on future calls.

You’re the Quarterback!

There are a few methods that you can employ to make sure that yourassisted sales call goes smoothly:

• Always have a pre-call meeting - Whether it is with your manager, his manager, or an engineer or specialist who is there to explain technical information, a discussion involving all participants before the sales call is essential.  Make sure you delineate call objectives and what information will be shared.  Make sure your people know who they are meeting with, the hot buttons, and discuss how you collectively should handle them.
• Do an agenda and the written introductions – You all know that the most important activity is to advise everyone who is going to be present, what their roles are, and what their credentials are for providing solutions.  This is not as necessary with your manager, yet with technical people, you want to make sure it is known how they will help your customer.
• Information must be from the same source and same dates – Make certain that you review all information that will be disseminated and that it is necessary and appropriate.  There should be one set of facts, and no situations where you are quoting numbers from different sources and with varied evaluation dates.  Nothing is more embarrassing than to watch a meeting derail while the participants joust about information facts and origins. You want to see each piece of information that will be handed out.
• Monitor the sales call – We all technical sales support people.  Whether they are in financial services, office equipment, machinery, or otherwise, we know that they may be very focused, and maybe not as solid in the role of communicating to the customer.  When you have one that does it well, you will want them as a ‘sales partner’ every time.  Your role is to watch your customer’s expressions and reactions to make sure that those assisting the sale deliver information in a format that is readily understandable.  You can clarify points, restate issues, and direct the conversation correctly to make sure your customer gets the information they need.
• Ask for the Business – It is the sales professional’s responsibility to close the sale, if the sale is at that stage.  No one should ask for the business but you.  As you are keeping tabs of the open issues, outstanding follow-ups, as well as any questions that can affect the sale.  Make sure that your pre-call meeting includes discussion about your responsibility in this important area.
• Open and close the meeting – The sales professional in the capacity of the relationship manager opens and closes the meeting.  Never give up that responsibility as that increases the control that you need.  You will do the requisite introductions, openings, summaries and, if appropriate, closing statements.
• Do the written meeting follow-up – As the quarterback, your summary with follow-up items once distributed gives the “now what do we do” and next steps that will shape the timeliness and quality of the response.  Do it within a day after the meeting.

Always Show Your Value

Part of the value that you will show is that you can bring the people that can make the difference to your accounts.  When your customers are consistently satisfied, you have value.  Be an integral part of that solution by assuring that the call goes well, and the results are achieved.  Know your company’s people and how to use them in a way to consummate the sale or provide solutions.

There is evidence of teamwork when a sales professional puts everything together well.  The customer sees a coordinated attempt to provide his/her needs, or solve their organizations problems, and you are the beneficiary.

Monitoring the Sales Call Revisited

I am going to focus on this aspect from above, as a result of its relative importance.  When you are on that call, you are doing no one any good if you don’t make sure that your customer gets what they need.  If the talk is technically too lofty for your customer, you must insert yourself into the conversation.

Saying to your own people, “Can you break that down for us?” is a start.  You can say, “Once more, can you help us clarify how we can get this solved, I don’t understand?” Don’t hesitate to force the issue.  Remember, you are the advocate of the customer, and if they don’t understand the commentary, they you are a part of the “circus”.

If you are adept at explaining, do so using terminology that your customer will understand, then ask your technical person if they agree.

Always remember the best sales professionals are not the most technically oriented, but they are the ones who understand best how their products, are perceived by the customer.

Create solutions for your clients, and you will prosper.

We would enjoy your comments.

Think about it…your utility as a sales professional is partially based on the benefits you bring to the customer.  You cannot escape the fact that there may be equal, or even superior products out there. There may be better services, and for sure better prices.  Remember that you have to bring something that others don’t deliver.  Piece of mind is just that important!

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A very successful sales professional once said to me, “The most important thing I can do is to have some true relationship time with my most important customers.  My objective is to determine what problem or future concern is keeping them awake at night.” She then stated, “If I can figure that out, I can give them something that they have not been able to get from anyone else, peace of mind and rest.”

Hmmmm, there is some truth to that isn’t there?  The problems that clients have are not limited to making money and having a sound balance sheet today, this concern goes into the future.  Our customers have a multitude of things on their mind, and most of them have nothing to do with the products that we sell.

Our job is to probe discretely and listen actively to determine if there is anything in the dialog that gives us an understanding of the customers biggest, most pressing concerns.  Help the customer solve pressing issues using your product, and when your product is not enough, use your knowledge and resourcefulness.

If you are able to solve them, you have cemented a stronger relationship that is security in itself.

A Real Life Example

This individual sold financial products.  This included business life insurance products and pensions and retirement instruments.  Here is how the story played out:

My friend, who I will call Deb, worked with a fairly large organization that was a leader in selling financial products to businesses.  Her relationship with the customer was 3 years in tenure, and solid in terms of openness and sharing of information.  She was in his office for a review of her products financial results and overheard a conversation regarding the turnover that her customer was having regarding their employees for the last 2 years.  It was getting worse, and once they finished training a new employee, it was often less than 18 months before someone snatched that employee from them.

While at a business lunch the following week, she shared that she overheard a conversation about this issue.  His response was that employee retention was a huge issue, and that the cost of hiring and rehiring, training, and downtime were taking a huge financial toll on his organization.  Bam! Do you doubt that this problem was keeping this individual and potentially others in his organization up at night?

They discussed some of the reasons that this might be happening, and the customer volunteered that much of this was the result of his location being far from the main town, as well as the fact that his major competitors were offering ‘sign on’ bonuses for skilled employees.  He advised that he was not in a position to offer anything like these bonuses, as it was fundamentally wrong, and way to expensive.  Deb stayed on this one and with help from one of her contacts at the organization determined that the hiring and training cost for a new employee averaged 32% of first year wage.   She scheduled an appointment and advised that they could save money by doing the following:

Initiate a profit sharing plan (Deb’s company’s main product) that the company’s employees could begin contributing to after the 1-year mark.  She urged them to make a matching employer contribution that would get interest from the employees and keep good participation in the plan.  Additionally she suggested that they should talk to their accountant about the possibility of reimburse their employees for their some of their travel costs as it was a factor in the turnover.  The costs would be minimal if the turnover abated according to Deb and the organizations financial people.

Deb’s point was that although they did not want to offer incentives, that they were paying for it anyway in training costs.  They were training for their competition.

They bought the concept of the employer matching profit sharing plan and they also started a plan that compensated employees for some of their travel costs.  This one sounds pretty simple, yet the important part is that this is what was vexing the customer.  It sold and made them happy even though Deb’s only portion was the profit sharing (401k).  The whole package was the attraction, and the employees embraced it.

What Did Deb Do?

It was pretty simple in the end.  She found something that was problematic, and she helped to fashioned a solution.  That is what a true sales professional does…. solve problems! She didn’t have to do anything earth shattering or magical.  It took time and patience to put together, yet this paid dividends.  She got them to realize that it would be good money to spend.

Her solutions beyond those products that her company could offer, they were designed to move the customer past the problem with simple solutions.  Deb made a good amount of money using tactics like this.

What Should You Do?

Be vigilant as to what problems your customers have.  Listen with the intent of knowing what you might be able to help solve with your product, but also what might help your customer even if you (or your company) are not going to benefit.

If you do the following you can help your customers profit, and you will as well:

• Listen attentively (Black Sales Journal 8/14 – Are You Listening to Your Customers?)
• Find solutions …Then deliver solutions (Black Sales Journal 6/20 – Deliver Solutions…Then Sell)
• Seek feedback (Black Sales Journal 8/28  – Should You Ask Your Customer For Feedback?)

Be a visionary and see past what your product does.  Solve problems and secure trust and your customer’s dependence on you.

You cannot do much of this without a good relationship (Deb had one before she knew about the problems).  Make sure that it is solid and realize that if you are not solving the customer’s problems, someone will. If you are spending time with the customer outside the office, you will find it a great tactic to use to get to the heart of many of the problems that the customer might even take for granted if he or she is sitting in the office when you talk.  A relaxing medium such as a restaurant or bar can help.

Be a problem solver and reap the benefits.

Master the Relationship!