Black Sales Journal

This one is always relevant.   It is imposible to display your trade if you cannot get past that person that acts as the ‘thin gray line’ between you and your buyer.  These points work to structure the relationship that you need to have with this all-important individual.  I think you will enjoy this one.

________________________________

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 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.

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.

Success can sometime be vexing if you are a sales professional. As success and increased income for many sales professionals increases so do the rivals and detractors in the workplace.  Yes, the very things that we all wish for can turn into a terrible wedge and fuel attitudes from slight jealousy to flat out envy.  When this happens, the competition becomes less than productive, and relationships strained.

_______________

You are making appointments, keeping them and closing deals.  You string together a series of ‘wins’ that is admirable.  It is all going right.  You receive notoriety for your new accounts and your success is getting you management attention as well as a ‘swelling’ income.

Because it is time, and the money is there, you buy a new foreign luxury sedan, and then the barbs begin.  Your income starts to show your success as you buy some new clothes and join an exclusive club.  “Making it rain” is getting you notoriety along with the accompanying benefits of being the number one sales professional in the unit.

Your fellow sales professionals, and others become critical of you for a variety of reasons.  It is even rumored that your manager, who is of the opposite sex, is interested in you.  You are accused of ‘stealing’ prospects, and you become an island.

It Happens In Different Degrees

It does happen, to different degrees.  I am not suggesting that you suspect it, as much as I am saying that sensitivities abound.

Sales units are not teams, whether they are called by that term or not.  The other individuals in your unit can range from becoming slightly perturbed to something bordering on resentment and hate when you generate success and they are not having the success that they want. Having these types of ‘enemies’ happens as sales professionals, and others sense a disparity in the resources that are doled out, or remaining.  Resources could be something as simple as face-time with the boss down to territories, prospect leads, and a variety of other benefits.

The ‘top dog’ becomes a target for jealousy, innuendo, and sniping.  This is a fact of life.  I will make a few suggestions that will help deal with this.

The Golden Rule

What I am going to say may not be golden, but if you treat it as such, your results will certainly be worth more.  Work on a simple set of principals at all times, not when you find the elusive success.  You will find that they should be practices as opposed to something that you do when you do find it:

• Practice being discreet – no one needs to know your income, or even how much you made on the last sale.
• Be humble – at work, recognize that being humble is a sign that you recognize you did not do it alone.
• Give credit and recognition to others – be honest and open about the impact of others in your success.  If you did it all alone, you don’t have to broadcast it, they will already know.
• Help others – Remember the objective of mentoring, and if you cannot be a mentor, offer assistance where needed.
• Continue the routine – If you are doing all of the above and finding success, continue the routine, and ignore the criticism.  If you are true to the above and doing your best, you don’t need to give anyone the power to deter you.

No one needs to see you dance on top of your desk when they are not having any results.  You can be happy and respectful of others in difficult times without sacrificing your success and gain.

We all have worked with sales professionals who whooped and hollered, and bragged and boasted when they scored a sale.  They even handed out cigars as if they had a new offspring after a new sale.  What they really did was to mock the fact that success can be fleeting.  Those around these misguided individuals are left to draw an interpretation that they are boorish, or that they had never had success before.  To coin a football quote “…act like you have been in the end-zone before.”

There is no reason to not celebrate, just do it discreetly.  You can celebrate with your manager, or with your family or both, as all are beneficiaries.

One Last Word

You may not care about these ‘enemies’, yet you should.  One could end up your manager, or your manager’s manager one day.  This could be important stuff.

A Chinese military strategist, Sun-Tzu (Circa 400BC) said “keep your friends close and your enemies closer” (You probably thought it was Michael Carleone from the Godfather II fame who came up with it).  I say this only to indicate that you should engage everyone, even those that feel you have aggrieved you.  There are lessons to be learned here.  You can learn from everyone, and you can help everyone as well.  Offering assistance at your specialty (sales) even though it is not common is disarming.

Master the relationship!

Your comments are appreciated.