Black Sales Journal

Business sales requires that a sales professional builds and cultivates relationships.  That position plays the role of relationship manager. All other relationships pivot on the relationship that the sales professional generates.  For those who have sold for years, you know all of this.  Much of this post is for our younger sales professionals.

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As relationship manager, it is obvious that each relationship will be different, and will vary in depth.  That is the way relationships work in business and in personal life.  We all believe that we evaluate our relationships carefully, yet that evaluation comes with our own judgmental biases and perspectives.

The comfort of a relationship can lead us to speak and act in ways that are too casual.  I am speaking of the usage of slang and colloquial terms and phrases in your business relationships, as well as on the job in your own workplace.

Your Customer

If you are a Black sales professional, it is most likely that your customer and you coworkers come from a totally different background than you.  Life experiences build perceptions (Remember the 3Ps, Perceptions, Preference,  Prejudice and Your Customer – Black Sales Journal 12/27) which one carries until they are ready to give them up.  The danger of slang in a business relationship is that you do know when a word or phrase validates a perception that a buyer might have.

This does not mean that you cannot say all types of slang, yet slang that is culturally significant when you are still in the relationship building stage could be unacceptable.  I will admit to my guilt in using culturally biased slang with some customers.  Usually it was long, well developed relationships where I exercised that ‘privilege’.  The length of some of those relationships was decades, and I was well familiar with their views, and the customer with mine.  I was lucky, and still probably should have been a little more antiseptic.

Is This a Big Issue?

I don’t think this is a big issue, yet for some of our emerging talent, it should be heard.  Forming relationships is hard work. You need consistency and some personal protocol.

We all have a way of feeling comfort.  It can be a review of your relationship with a customer, or having the strength of a relationship confirmed by a new large order.  If you are wrong in your level of comfort you might seem crass, or you might spark something that chips away at a relationship.

Culturally biased slang includes language that in the Black community would not necessarily be offensive, yet we are not often selling to the Black community.  Even when we are, we want to have a solid idea of who our customer is, and what our boundaries are.  I suggest that it is easier to be in a business mode, and not take the risks unless you are certain of your customer and your relationship.

Your Work Environment

The work environment is a territory that you will know better than your customer.  Even in this territory, you should recognize the limitations that you should impose on yourself.  The workplace should always be considered “foreign” territory.  A familiar place for doing what you do to earn money, and make a career, yet a place that quite often has a set of rules that you have become comfortable with, even if your coworkers are barely comfortable with you.

None of this is bad at all.  Being at work is earning a living.  I had the fortune of working at a place that accepted my cultural differences and allowed me to grow.  All places don’t offer that haven, so your judgment is important here.

I was not the first Black sales professional that worked there, yet I was their first Black sales manager.  By the time I worked in that role, there were things that I said that I wish I could have taken back.  I learned on the job, and learned the hard way.  We all will not work for a solid and forgiving organization like I ;did.

If you follow the same rules that you should use with customers at your job, you will never lose.  It will be easy to remember, and you will not turn anyone off.  Remember, taking back things you have uttered is like trying to “put toothpaste back in the tube.”

A Simple Example

Many years ago I was on a sales call with a sales professional who the customer told some difficult news, to which he uttered “That Sucks!” Think about that comment, and apply it to business relationships 12 years ago when it was even more sensitized.  The response from the customer was a face that I interpreted as being taken aback.

Now, quite frankly, there were many words that could have been used there, yet the one that came to mind did not sit well with the buyer, who was an older female.  When we left the call and were in the parking lot, I coached that this was not an appropriate comment.  I believe it was for laughs to a degree as there were several people in the room, yet that only means that there could have been several people offended (I don’t believe there were, yet our buyer appeared to be).

I believe that the sales rep took it to heart and appeared very professional in other calls.  I also believe that he apologized to the buyer who quickly stated that it “was fine.”  Fact is that it should not have been done.

How About Profanity?

I once had a manager who could use profanity, and no one ever seemed bothered by it.  Now, I don’t know if they were, as I was not polling, yet there were never any repercussions.  He was well accepted, and had a way about how he did it that desensitized situations.  I never felt I would have been that blessed.

The fact is that Black professionals should be careful about using profanity for more reasons than I could list in this journal.  It is easier to keep it clean, and be expressive and emphatic.  I believe there is no place for it in our day-to-day public image with the customer or employer.

Remember to always be the consummate professional.

We welcome your comments

In the last post we started the discussion, Deepening Your Customer Relationships (See that at the bottom of this page) regarding how to gain customer intimacy.  We talked about the importance of a Customer Profile and the type of information that you could house there.  I had a sales professional write me in the response section and state “…you discussed the Customer Profile, and began to explain it, yet you probably should have given an actual copy.”  I think that person might be right!

I am going to give you a copy of a simple template for the customer profile as well as delve into some ways that you can get the information to fill in the profile.

The Customer Profile

As we discussed last week, this is not the Customer Profile that I expect to be in your employer’s database.  Remember my previous statement about whom you are selling your products and services to.  You are selling to an individual, not a company.  The act of forming the relationship over time is made easier by recording your information on this profile and using it wisely in cultivating and strengthening the relationship. You will see this over time.

Here is the Profile template. It is simple and to the point.  I am attaching it as a PDF.  It will will serve as a guide and can be altered  or be used “as is”:  CUSTOMER PROFILE PDF.  Tailor it to your own usage and format.  Make it yours by including the things that you think are important.  It is a PDF, so you will not be able to edit it, but you will be able to use it as a guide to make a solid customer profile for use into the future.  Otherwise, you will be forced to remember all of these valuable pieces of information.

Getting the Information

I am going to make some suggestions for harvesting the information as well.  Remember these important points:

• Private Information – No customer wants to have a database out there for a vendor’s use which house information about his/her family, his educational background and preferences.  This is your information!
• The Best Source - The best source of information would be the customer.  We will briefly discuss ways to get that it.
• Other Sources - The more information that you can get from sources other than your customer, the less intrusive it will seem.

Breaking the Ice

Your quest for information begins with the act of “breaking the ice.”  You are the quarterback and you will set the tone for the meeting.

I always started off a meeting with a new buyer by creating a relaxed environment.  The normal pleasantries of weather, traffic, and the state of business were beginning topics.

I would then begin to execute the sales call by reviewing our objectives of the day, and laying out a brief agenda for the  meeting.  Once business was completed on the call, I would start a conversation with information about me, and then seek information about the customer.

Who am I?

Information about me - I would allow the quick verbal resume to get slightly personal including where I reside, and how long in the area.  I also included how many children I had, and in most cases where they were going to school.   The verbal resume would include my length of time with the company and my years of time in sales.  My objective was to let the buyer know that:

• I am a sales professional
• I am a person who enjoys what I do.
• I have staying power
• Behind me is a family who is important to me

Yes the quick introduction was purposeful, and intentionally personal. Buyers want to know something about you….something that they will remember, something that they can share.  You will be amazed as how it makes a connection.

Who are You?

Now it is the buyer’s turn.  I am willing to bet if it is a good day, he/she will deliver many of the points in the same fashion as you.  You should take specific note of them as you are now looking through a window that might only be open for a short period of time.

Once they had laid that out for me, I felt comfort in asking if the buyer was a native of the area. Which leads to which school he went to, and does he support the Giants or the Jets, or the Bears or the Packers.  With a laugh here or there, we have covered much ground that I can use later to strengthen the relationship.

My most completed profiles would include favorite restaurants, probably because we had a business meal there, and what the customer enjoyed in terms of alcohol.

The Customer Profile in Action

On a cold December 20th several years ago a customer gave me a gift.  It arrived by UPS, and I was flattered.  I did not think we had reached that level yet but it was a fine gesture that I needed to respond to.  The customer profile showed enough information regarding where he liked to dine as well as his hobbies.  In return I got a modest gift certificate from his favorite restaurant and a fishing hat for his upcoming late spring fly-fishing trip.  This information was from my notes.  That fine former customer still keeps in touch.

As your relationship continues, a business entertainment lunch at a local restaurant will give you an opportunity to further your profile in a more neutral setting.

Don’t Force It

As stated in my most recent post, you need to serve up some of your personality so things can get more personal.  If someone wants to keep it strictly business, you will need hope that over time you can get the buyer intimacy that you seek.  Don’t force it.  Be natural and be prepared to “get closer” in the future once the buyer is reluctant at this time.  As the relationship matures he could be more accepting.

A deep enduring relationship happens when there is an exchange.  Be personal and personable.

Above all know your customers intimately, at least the important ones.  I hope this will provide the start.

Tell me what you think.