Black Sales Journal

You just completed one of your most important sales calls of 2011. Your team did well, your pricing was close, but you just got a call indicating that you did not get the order. You’re aware of many of the reasons, and know that this account can be a good prospect for the future.

Which of the following is the most important activity you can take next:

a. Close the file and diary this file for next year.

b. Call for a meeting with your manager to advise him why you didn’t get the account

c. Write a quick but comprehensive postmortem detailing what went right, and what went wrong, and how you are going to go about getting the business next year.

And the answer is:

In reality the correct answer is C for at least two reasons. Nothing could be more solid in preparation for getting the business the following year than to record why you didn’t get it this year, as well as what went right and wrong, and how you will remedy these problems in the following year. It doesn’t take long to do and it will create lasting benefits.

Once complete, this is what you will use as the outline to review the account with your manager detailing all of the issues, and your plans for next year.  Additionally, once you do it a few times you will find that it is much better than committing facts to memory. As a matter of fact once it is part of your routine you will be able to free your mind following this activity because your pre-work will be done for the next encounter with this customer.

I Don’t Want to Put Anyone on the Spot!

When sales call goes wrong too many sales professionals are afraid to cite the issues with their team and support. By the same token, too many sales professionals are too lazy to give accolades to those people who did an outstanding job. The objective of a successful postmortem is to deliver a framework to do both these things in a constructive way. It allows you to point out problems with coordination, completeness, quality work, and other issues in order to begin the process of strengthening those areas. If your organization neglects to change anything, you can logically expect the negative result to occur again. These are definitely learning opportunities that your manager, and very possibly the manager’s of the other individuals on your team need to know about.

When one of your team members has exceeded what is expected, the postmortem gives credit where it is due.  Don’t forget to do it. In reality, even though everyone might be doing their job, there is no doubt that these individuals will be stimulated by a show of “job well done”.

If done correctly the postmortem is a perfunctory way to naturally include improvements and accolades in the same document. It’s also a constructive recording of what we need to do better and what we have done well in regard to a particular account. In regard to the account itself, with this information recorded well, you have the basis for the introductory discussions for the next period when you attempt to wrest the business the incumbent.

By doing a postmortem correctly you will avoid the common problem of forgetting to give a compliment and for getting to help correct the most important issues.

But I’ve Already Got Enough to Do!

In the busiest of times a successful sales professional is overloaded. No one in his or her right mind wants to do valueless work.  This is real value.

To be able to record updates on the preferences of the buyer, differences in pricing, weak points and strengths in your product line, as well as performance of your sales team is priceless. When the next encounter comes about, you are ready to utilize the information gleaned from the postmortem to set your sights on success.

Depending on the nature of what you sell, and the type of organization you work for, you could be in a situation where you give important constructive points upfront to those that are providing your numbers and product particulars.  These notes can make a difference, and can change how people perceive you.

A Practical Example

Once while running a divisional operation I asked to see the sales representative about an upcoming key account.  She came in with some back-up documents and blew me away with her grasp of the account particulars as well as what she perceived that we needed to get the business on the books.

Not only did she have a grasp because of her postmortem (which happened long before I was in the position) she spoke clearly and cogently about the problems that we had with our product line as well as our foibles during the presentation.  Needless to say, she was “on top of it”.

I was impressed with this sales professional, and it left a lasting impression on me.  A professional does not sit in a meeting with a responsibility to be the expert on the account and then speak tentatively.  The true professional expounds on the facts of the call, citing what he or she believes we can solve, and what we need to sell against.

Always be ‘The Professional’.

I welcome your comments.

When you started your day in the office yesterday, one of your fellow sales professionals steps to your desk and says “We are supposed to meet in the conference room in 10 minutes.  Something is up!”

While sitting in the conference room, you are informed that your current manager is taking a different position, and a new individual will manage your unit.  The new manager will be meeting with each of you individually within the next two weeks to get to know you, and to stimulate sales in the unit.

There certainly is nothing unusual here.  If you are fortunate enough to be in a sales position for any length of time, you are likely to get a new sales manager.  A new manager might come as a result of a promotion on the part of your current manager, or possibly a termination.  Regardless of how it happens, it moves you into a special mode that will force you to prove up!

The new manager who might be from the outside, or might be a peer, yet they would be “new to you” in terms of managing you and your team’s performance.

What does this mean?  For many of you, this is the chance you need in order to start over.  For some of the others, it is time to prove yourself all over again.  Getting the opportunity to show your worth, and your ability to “make rain” is important when you remember that it is your career and your near-term future at risk.

Politics or Good Business?

Job moves come as a result of a number of factors, including office politics, lack of results, promotions, transfers out, or even death.  When they happen, the ripple effect that they cause can be either a shock, or a benefit to sales professionals as it signals not only change, but a new order as well.

This type of change can have a positive effect on the careers of some, or a negative jolt to those who thrived under a particular manager, or type of management.  If the management change is a good one you may even have an equal amount of positives and negatives to the new order.

Overall, it is good to have change, and you as a sales professional can benefit from the “new order” if you take a few measures of preparation.

Always be Prepared

You know that this is going to happen, so let’s plan how we benefit from this inevitability.  Your new manager could come from your own sales unit, a neighboring sales unit, or from the outside of the organization.  The tenets of what I am proposing will work regardless of the origin of the new manager.

• Treat the discussion like an interview.  Be prepared to discuss your sales process (Black Sales Journal 9/12, An Interviewing Essential – Communicate Why You are Successful).
• Discuss your short and long term plan.
• Admit your shortcomings, if any. Be prepared to admit your shortcomings and how you are remedying them.
• Discuss key prospects and customers in depth.  Remember, that is the job of a sales manager, and they will have to answer questions from their superiors on these important issues
• Set-up your follow-up meetings. As you know open communications with your manager are important.

Make the New Management Work for You

Arrange as early as possible to do the following items:

Tap the knowledge

Here is your opportunity to get something you might of value.  Seize upon the knowledge and skill base of the new manager for any benefit you can get.  Learn anything and everything that you can from the new manager – this includes product specialties, sales skills, and prospecting tips.

Involve the new manager

As early as possible invite the new manager to go on some good sales calls with you.  You choose the calls and clients, and thus the situation.  Show them that you are the sales professional in front of the client.

Ask for advice

As difficult as it may be to do it, ask for advice.  A new manager that formerly was a peer might be the last person you want to ask this question, yet it serves to show what they are going to suggest in the future.  Swallow some pride and ask questions.

There is something to learn from any sales professional, and it is your job to pull from those areas that can give you benefit.

Keep In Mind

You are powerless to do anything about a change in management, but you’re not without the ability to make the change a positive.

Spend some time and effort in establishing the communications, and realize that anything that you can take from the new manager that will increase your effectiveness is a dividend.

This gives even more credence to the fact that you must always be the professional, as you have no idea who your next manager will be.  He or she could be sitting next to you.

We welcome your comments.