Black Sales Journal

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.

I know that I seem to spend a lot of time and effort getting someone to re-boot their sales career, without as much regard for those individuals who are doing well, and just needing to fine-tune some of their efforts.  During this post we will spend some time talking about some activities that will help you to sharpen your skills.

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You may want to ”sharpen your saw” for a variety of reasons.  Among these reasons could be:

• To make more money
• Exceed sales goals
• To increase your effectiveness and efficiency
• To get a promotion or better job

There are things you can to that will affect these areas.  If you are doing well, and want to consider these while there is not serious survival pressure.

The activities that a sales professional does can be common and some are based on particular situations.  There are activities that are done everyday, and there are those that are done as a reaction.  The good part about sharpening skills is that you move away from survival techniques and move to the items that make you more effective.

9 Items to Help You Tune it up

I know that you have heard these items somewhere before.  I hope the explanations will hope you understand why you need to consider them.

Here are some items that I would suggest:

• Seek out a mentor
• Mentor someone
• Get up to date on technology
• Examine your goal setting
• Institute a networking plan
• Attend a sales seminar
• Improve your knowledge – Take a class
• Join a group or association with common interest
• Get a sales coach

Seek out a mentor – You have heard this one from me before, and I cannot emphasize it enough.  I have done two posts about it, and the interesting part is that most Black sales professionals do not do it.  I will note that the mentor need to be accomplished, rather than of a particular race or creed.  It is always good to have someone that shares some of the same challenges in cold calling and organizational interaction.   If you want to see more, check out Black Sales Journal 1/27 Do You Need A Mentor, Probably Two, and Black Sales Journal 7/18 When Mentoring Goes Wrong.  Remember, mentoring can be formal and informal in terms of the arrangements.  Make sure that you arrange it so you can get what you need out of the relationship.

Mentor someone - Nothing helps you re-examine the most important areas of sales professionalism like when you are teaching it to others.  Whether it is the finer points of prospecting or the timing of a close, you think about it harder when you have to teach it to others.  You may refer to Black Sales Journal 3/28 Being A Mentor on this important topic.  You will be giving back, but also re-examining your sales base in the process.

Get up to date on technology – This is a good one to examine.  Increasing your mastery on your system at work is just as important as some of the actual face-to-face work you will be doing.  If you are on Sales Genie or SalesForce.com, you may need to bring yourself up to date to be most efficient.  These programs have good functionality, and your ability to shorten use times depends on your mastery, so get good at it.

Examine and change your goal setting – Stretch yourself on your goals and internalize them.  You all know what stretching means, now I will quickly say that internalizing them means that you will substitute them for the goals that you were given for the year or period.  The new number then is “your” number, and it is taken for granted that your new number is more ambitious.

Institute a networking plan – I will point to Black Sales Journal 2/21, Networking for the Black Sales Professional for this valuable suggestion.  The strength of networking is that prospecting can be less tedious.  They know why you are at the function (chamber meeting, business function etc.) and they know you are going to “touch” them at some point.  It is expected at this function, so your comfort level is high.  The good thing is that this is where your elevator pitch (Black Sales Journal 8/12, Know Your Elevator Pitch) comes in handy.  If all goes well, someone in there is in need of a widget, whether they know it or not.

Attend a sales seminar – There are many that believe sales seminars are a waste of time.  There are some that are worse than others, yet I believe that if you come out of it motivated, and believe in the boundless ability to make money, then it cannot be a total waste of time.  I went to a Zig Ziglar event one time, and he delivered a lot of platitudes, yet there were some sound messages delivered as well.  Note – If you pick up one kernel that develops you, you have been successful.

Improve your knowledge; take a class or course – It does not even have to yield a certificate, let alone a degree, but a course that strengthens you technically can yield strong benefits.  Knowing more about your product, marketplace, or the sales process is a plus and an excellent way to sharpen skills.

Join a group or association – This one is a solid way to network as well as capture an audience for your skills.  Joining a group or association is an excellent way to develop contacts, show expertise, and gather the backing that you need to be considered a true expert.

Get a sales coach – I saved this one for last because it may cost money.  A sales coach is a solid way to get someone to evaluate your sales style and help you improve your weak areas.  Do you have a problem probing, supporting, or probing?  If you sales manager is not giving you constructive comments, you may need someone to help.  Coaches are not free, yet depending on the resources that you have at your disposal starting with your sales manager this might be necessary.  Try your manager first, then a mentor next.  If that does not give it to you, consider a sales coach.  Sales coaching can be on-line, personal, or for teams of sales professionals.

Be Honest With Yourself

The most important thing is to be honest about what you really need help on.  If you are just low in spirits and need some uplift, consider attending the sales seminar.  If you are in need of someone to bounce things off of seek a mentor.  I think you get the drill.

If you career is not sputtering, this is really for you.  If you don’t need to do some emergency triage to stay in your position, you can strengthen areas that others are forced to ignore.  Pick one, and make yourself more complete with the objective of continuous improvement.

We welcome your comments. You can reach me at Michael.Parker@BlackSalesJournal.com.