As a sales professional, you know that finding prospects and developing your leads is crucial.  You are probably doing in-person cold calls and continuously honing your skills to increase your effectiveness.  You also know survival would be difficult without the tool we call the telephone, as much of your prospecting is done on the phone.

It cannot hurt to discuss some basic cold calling etiquette for in person as well as phone solicitation.  Many of you veteran’s know this and practice it, yet a review for others can’t hurt.

In-Person Solicitation/Cold Call

As a sales professional I cold-called and that probably lead to me being a manager who also accepted cold call solicitations.  I will admit to giving almost all sales professionals a chance to make their pitch.  As I moved higher in the organization the sales pros were not always as lucky when they got my executive assistant as her patience with sales “nubees” as well as long-termers was short.  When they did get past her and to me, it was because she gave them her consent.

We had reps approach us who were unkempt, unprepared, and unprofessional.  Did I waste time by talking to them?  The answer is yes, and sometimes it was painful.  I also had a chance to witness some good sales practices from true professionals who knew the importance of their appearance as well as how to deliver their message quickly and effectively.

The short list that follows is more from a person who was solicited than one who was responsible for the employment of sales professionals.  It is a different view, and I think valuable for those with just the sales perspective.

I will throw out a few simple etiquette points for the in-person cold call that you should always consider:

• Be prepared - Always know what you want to say.  Respect the prospect’s time.
• Know your prospect’s name – Know the correct pronunciation and by the end of the call, the correct spelling.  When someone cannot get your name right it makes you wonder.
• Check your appearance – You only get one chance for a first impression.  Have a mirror in the car or your brief case, and use it.
• Be fresh – It goes without saying that gum or mints always help.  Remember, as the day goes on, you need to make sure that you are on top of your game.  Of course chew the gum before the call, not during the call.
• Remember the end game – You want some information as well as an appointment.  A short informative call is what a buyer wants, while you want information.

It is also important to remember these important tips as they can get on the nerves of any potential customer:

• Your prospect’s washroom is not for you. When cold calling/prospecting, get your relief the same place that you get your coffee.
• Do not smoke on your customer’s premises, not even in the parking lot in your car.  This is not the place to satisfy your habits.
• Turn off your cell phone while you are there. This is personal interface etiquette which you must practice.

The Phone – The Ultimate Sales Tool

The phone is an enabler, and even more important is the fact that it is totally acceptable to use it as a prospecting tool.  When I began selling many years ago, the phone was just barely acceptable for cold calling.  Most prospecting was done in-person, and it was very time consuming.  In the early ‘80s, it became acceptable to solicit and that was a renaissance as it not only saved time but allowed some “racial anonymity” to start the process.

There is established etiquette for using the phone as a prospecting tool.  The best sales professionals observe the etiquette and maintain their professional standing.

Here are a few of the more important items:

Phone solicitation:

• Be conscious of the prospect’s time – short and to the point.
• Have your phone voice ready – be warmed up.  Know one wants to hear you clearing your throat at 9:00 in the morning.
• Have a brief but inclusive statement (sales pitch) to start your call
• Avoid the ‘tricks’ such as telling assistants that you are an acquaintance if you are not.  You will lose in the end.
• Avoid the speakerphone for cold calling – use a headset if you need both hands for notes and otherwise.
• Don’t shuffle papers, tap pencils, or create unnecessary background noise.

Voice mail Etiquette:

• Short messages only – keep it to 35-45 seconds max.
• Talk slowly and clearly – spell words such as names or product names if necessary.
• Leave your number at the beginning of the message and at the end of your message – no exec will go back to the beginning to get the number if they are interested.
• Again, no background noise – no Judge Judy or soap operas in the background!
• Clear concise message – plan it well and deliver.

The phone is an equalizer if used correctly as it reduces the opportunity for fair and equitable treatment for this first ‘touch’.  There is more to it than picking it up and dialing; there is planning and practice to do.  You can work magic with a solid script and practice.

If you have read Black Sales Journal before, you probably know how I feel about practice/role playing.  You should work at it until your comfort level is obvious.

Try it and you will realize that you will learn from each call.

Your comments are welcome.  Write me at michael.parker@blacksalesjournal.com.

You have seen in previous posts my comments about telling the truth in the sales process.  It is without fail that when a sales professional gets immersed in small lies, they graduate to being able to tell the larger ones with aplomb, and without much hesitation.

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I will clarify what I mean, and I am almost certain you will know someone who engages in the practices that we are talking about.  The truth has a strange way getting in the way for some sales professionals.  Being honest about the fit of your product and the customer’s needs is an essential part of the process.  If you are caught in a lie in the sales process, your chances of a good relationship are diminished.

What Kind of Lie?

There are several different types of lies that are common in the sales process.  I would suppose that it would be simple to say this a prohibition against lies should apply only to the “big ones.”  To be truthful, that is not correct.  Sprinkling your encounters with customers with lies cannot result in any great advantage worth losing your credibility over.

We spoke in Black Sales Journal 3/31 Credibility – The Goal of the Black Sales Professional,regarding this issue, which is so important.  It cannot be denied that credibility is the “pot of gold at the end of the rainbow” for the Black sales professional.  You cannot manufacture it, you must earn it, and it can be fleeting if you are not careful.

Lies of Convenience

I am sure that we all believe that there are small imperceptible lies to customers that don’t matter.  They are small, and meant to be “convenient” type lies.  This is convenient for whom? I think you get it.  The small lie, which is told to the customer, is for the convenience of someone else.  It may be that you cannot get delivery until next month, even though the product is needed next week.  Missing this sale would be better than losing the confidence of customer.

If you are lying for convenience, rethink it.  That small lie for convenience can break any confidence and trust you have if you get exposed.  Think of your relationship with the customer based on the “life value” of the customer.  The total amount of business that you can get from this particular buyer, whether he/she stays at this current organization or not, is what should be considered, this year, the following year, and the years after.  The total of this is the life value.  To guess at it, multiply the value of the average sale (in dollars) times the average amount of transaction or sales that will occur in the life of that relationship.  Sometimes, you might find yourself surprised by the size of that number.

The confidence that you maintain with the buyer will go well past the fact that you don’t deliver in a particular instance.  Tell the truth and you will be recognized for delivering “when you say you will.”

Lies in the Middle

Obviously, these are not necessarily big, but they do happen. Yes, there are sales professionals who would tell something other than the truth about their product or service to get the commission or bonus. The problem comes when the performance is not there, and someone loses confidence in you and your product or service.  Knowing the features and benefits of your product or service, is what you do.  You can easily substitute, or contrast a different feature when you know your product/service is not the leader in particular area.  When you say things about your product/service, or your organization that are misrepresentations, it may be sales talk, but it is still a lie in the eyes of a customer.

Lies to avoid embarrassment or cover for mistakes are lies told which could be avoided.

Lies for Profit – The Big Ones

If you know someone who is telling lies to consummate the sale, and thus pocket commissions or bonuses, then they are involved in the “big one.”  I only say this because if they can twist the truth for the self of self-aggrandizement, I suppose that they have decided that this is a job, and not a career.  It will catch up with them at some point.  Obviously, no suggestion in a journal like this will change their mind.

I will say a couple of things about the process of lying in sales.  In a profession where relationships change everything, a lie can change the landscape.

A Case for the Truth

The energy expended on the lie, and the “maintenance of the lie” are consuming.  Additionally, the truth is easy to remember.  No need to expound on this issue.  So it is noble to tell the truth, and may expose you to some chagrin, yet we all make mistakes, forget, and have errors in judgment.

Resort to the truth and you will find that the best customer is the one that appreciates you because you are an honest professional.  Sales professionals who tell the truth don’t always get the business, yet they secure and grow relationships.

This is a relationship game.

We welcome your comments. Write me at michael.parker@blacksalesjournal.com.