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.

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.

Make your commitment to be the best!  Last week we talked about the skills and attributes of the very best sales professionals.  This week we take it a little further, and go even deeper!  You can actually change the game.  This post is access to a ton of information that will help you!

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We continue to revisit this important topic on an in-depth basis.  This is where the differences are made!

In Part I we took an in-depth look at the traits of the Ultimate Sales Professional. If you missed it, you can access it by clicking here: Black Sales Journal 6/6, The Ultimate Sales Professional – Is this You?.

Part I looked at the traits that made this individual so highly desirable for sales managers and customers alike. Part II will look at the activities, which set this individual, apart. I am not saying that by doing these items you will be the ultimate sales professional, but it will be well on the way.

These activities exceed the norm for many sales professionals. Being Black and in sales means you have to always be on top of your game.   This group of actions is not over the top. These items represent what one must do to be the ‘best of breed’.  This is a chance to see how these items, applied well, can make an individual the crème de la crème of sales professionals.

Activities of Sourcing Prospects

Finding that next customer is something every sales professional has to think about on a daily basis.  This activity is the most important activity a sales professional will ever have. If you have this activity solved, you are well on the way to professional success.  This is the way the ultimate sales professionallooks at sourcing prospects:

• Know Your Prospecting Formula and Ratios. This individual, the ultimate sales professional, knows how many prospects he or she really needs to be successful (Black Sales Journal 2/28, How Many Prospects Do You Really Need). This sales professional grades his or her prospects and recognizes how much time to spend on those with the highest grades while at the same time knows the ratios and law of large numbers.
• Be accomplished at getting past the gatekeeper. This professional knows how to get past the gatekeeper and when that does not work as desired, knows how to get around the gatekeeper (Black Sales Journal 2/17, Getting Past the Gatekeeper).  Using these techniques on the phone and in person swells the prospect numbers creating a cache of potential proposals that his/her colleagues covet.
• Be resourceful in the prospecting process- This individual knows how to get prospects in ways other than cold calling.  An example of it is that the ultimate sales professional finds prospects by conducting informational seminars not only for the benefit a customer/prospect, and also for his/her own benefit in finding ready-to-buy customers (See Black Sales Journal 3/24, Finding Prospects Through a Seminar).
• Be an adept networker - This individual is solid in the art of networking. He or she knows that being at the right function with the right people can net leads beyond the normal cold-call.  This was explained in depth in Black Sales Journal 2/21, Networking for the Black Sales Professional.   The effective networking undertaken efficiently will pay dividends when the time is right.

Now that we know the rudiments of how this resourceful individual will find that necessary and continuing stream of prospects that turn to customers, lets take a look at how this individual works with customers.

The Customer Interface – Master It!

Once you have a valued customer, you must recognize that even though the customer can represent a lasting stream of income, almost an annuity, they also require “care and feeding”.  I know that this sounds somewhat abstract, yet think of it this way, and you will also be able to relate it to some things that you need to do on a continual basis.

The Ultimate Sales Professional does this extremely well.  Let’s look at a few of his tactics:

• Write ‘personal’ notes and cards to your customers. Show your appreciation. These notes do things that emails and phone calls cannot possibly do.  They show class and they make you memorable.  (Black Sales Journal 2/3, Make Yourself Memorable – An Important Task for The Black Sales Professional)
• Listen intently to your customers. Know and understand the importance and give full attention.  You will hear things that others don’t hear, and your solutions will begin to show your insight.  Your customers know when you are listening.  (Black Sales Journal 4/14, Are You Listening to Your Customers?)
• Ask your customers for feedback. This professional knows that consistent communication will solves problems and promotes good will.  Asking “How am I doing?”, is a good way to find out if you are giving value. (Black Sales Journal 4/28, Should You Ask Your Customer for Feedback?)
• Covet your most important customers. Never surrender them through neglect or take them for granted.  There are eight (8) activities in B2b and B2P that will make a difference.  Know them and work them well.  If you are coveting your best customers, there are other sales professionals doing the same thing.  (Black Sales Journal 4/11, “Wall Off” Your Most Important Customers)
• Deliver solutions, and then sell. Formulate solutions for your customers.   If you are selling a product, and not solutions, you may win, yet not as often as the professional, who gives the necessary forethought to solving the problem, then delivers a cogent solution to a needy customer.  (Black Sales Journal 6/20, Deliver Solutions, Then Sell!)

Don’t forget the customer relationship issues discussed in the last post, as these points beckon stronger, more durable, relationships that are founded on value.  (Black Sales Journal 7/15, The Ultimate Sales Professional Part I)

More To Come

Knowing the activities and customer interface techniques that the best would need to be accomplished, you can now rest assured that it does not stop here.  Black sales professionals should embody these traits as your quest for ‘preference’ in the eyes of a buyer is riddled with inequities, including the fact that you will need to be better than your peers.   In the next post Part III (which will post on Thursday 6/13, we will examine the other elements that pull it all together.  Join us as we discuss “where the differences are made!”

Let me know how you receive these and whether the picture is getting clear.

Your comments are welcome.