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.

If you are like many sales professionals you may be looking for a new position for any number of reasons.  If so, you undoubtedly recognize that the resume’ is the window to your qualifications, and even though it has it’s good and bad points as a tool, it is necessary.

That brings us to the notion that the resume is the ‘crow bar’ that opens a crack in the door to give you consideration and, hopefully an interview. Without the resume’ a hiring manager or human resource representative will have no idea of your talents, or your ability to display them.  Which prompts the question ‘du jour’, should your resume’ be ‘race neutral’?

What is Race Neutral?

‘Race neutral’ is a term used frequently in education to describe the basis for educational policy that supposedly ignores race as a determining factor.  In this case, I am going to use ‘race neutral’ to indicate that your race is not disclosed or detectable.  This might mean the ‘scrubbing’ the resume’ or other correspondence of determinants of race.

I know you are not going to ask why ‘race neutral’, but for those who might wonder I point again to the primary objective: Getting in front of the manager for an interview.  Once there you will at least be able to begin to showcase your values, your abilities, and the fact that you can work in the employer’s workplace, or any other environment.

I believe that the having a race neutral resume was something that helped me early in my career and has helped many a Black professional.  Assuring racial anonymity by means of avoiding references to race, racial affiliations of non-work groups, or activities, was the norm for many professionals of color, but… the world has changed to a large degree.  The primary catalyst for this change is the business-networking site LinkedIn.

The “LinkedIn” Effect

LinkedIn is a major force in the job theater globally boasting over 259 million users in more than 200 countries, as of the end of 2014.  The networking site has grown exponentially over the last ten years, although it is might be pressed to make money, its impact on the job scene for members is undeniable.  Also, once y0u have your coveted sales job, its use as a tool to help you gather information to build relationships is undeniable.

A well-constructed LinkedIn profile is a basic necessity in the sales world, and maybe in most of the business world now.  You can find out pertinent information about your future employer, your coveted clients, as well as your competition.  You can use it to apply for professional jobs as well as take advantage of its reach to keep in touch with colleagues, follow companies that you admire, and be involved in business interest groups.

The pertinent question is whether you should elect to put a picture in your profile to be viewed by associates, potential customers, potential employers, and anyone else curious about “what the heck” you look like.

If you don’t have a picture in LinkedIn, you stir the question of “why not”?  Is it a fair question?  No!  Fair or not, this question that is probable!  Here is why:  As with social media, even though LinkedIn is not considered social media, there are always people out there who don’t mean others well.  When someone withholds a “simple” picture there may be something amiss.  In LinkedIn, without a picture, if you ever ask someone to “link” with you and they are not totally familiar with your name, they may avoid approval, as they may believe you not to be who you are.  Should you build a profile on this wonderful tool if you are going to generate suspicion and potential credibility issues by not including a picture?  You will have to answer that.

I believe in the power of a properly constructed LinkedIn profile, and in the usefulness of this tool.  Racial anonymity can play in your favor, or can play against you if they are looking for a Black sales professional.  I think LinkedIn as a tool provides enough benefit and exposure that your will still be an ultimate beneficiary.

As a matter of fact, for many technical, technical sales, as well as other selected professional positions, Black professionals (especially Black females) who have solid credentials are sought out, and even coveted.  In those situations, the pictures are “appetizers”.  As you guess, this situation is controversial, but deserves discussion.  The next couple of topics will show you why.

The Applicant Selection Process – A, B, C, and D (Discard)

Let’s revisit the hiring process. A hiring manager or human resource representative potentially sees hundreds of resume’s to fill one position.  Remember the first goal, which is to get in for a personal face-to-face interview.  Your charm, skills, and ability to respond to questions and situations will be your tools, but you have to be able to showcase them.

If you follow some simple logic, many of these resumes are going into the ‘D’ stack, as they lack the basic qualifications that were advertised.  Some are going into the ‘B’ and ‘C’ stack as they have many of the qualifications, but are unlikely to be contacted, as there appears to be better candidates available.

Then there is the ‘A’ stack.  This stack has candidates who meet the basic qualifications, and have some points that create attraction to the reviewer.  As a reviewer you start at the top of the ‘A’ Stack and work downward.

Remember, the process of separating into stacks (A, B, C, and D) includes personal input on the part of the manager or HR representative.  This area of discretion is a “wild card” for the manager or HR rep.  You must end up in the ‘A’ stack, and hopefully at the top of it to get a strong opportunity to be interviewed.  I hope you recognize that almost anything can put you in the wrong stack, so don’t give anyone the excuse to put you there.

Something that might influence the stack your resume ends up populating might be affected by some things that are out of your control.

Don’t Miss Part II –  Your Resume and Racial Perceptions, Racial Preference, and Racial Prejudice!

Monday we will examine the effects of the 3Ps, racial perceptions, racial preference, and racial prejudice on the acceptance of your resume.  This post will give you valuable information about your resume and how it is accepted. Don’t miss it.

Your comments are always welcome. Feel free to write me at michael.parker@blacksalesjournal.com.