On a Performance Program? You Can Beat It!

Depressed Sales Professional

I know that you’ve  heard about performance programs, even if you have not been a the situation!  It can be a bewildering position, but it is not uncharted territory.  You can beat a performance program.  You should never give up if it is constructed fairly and you are good at what you do.  don’t be bewildered, chart a course of action and get at it.

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Are you currently being threatened with termination?  Have you been put on a performance program?  I have seen both sides of this issue, and want to make some comments that I hope will be beneficial.

As a threatened sales professional, my sales program was fortunately loosely put together, but it was program nonetheless. Performance programs for sales professionals are structured tightly now, and you should know that what you’ll see when you view the performance program is essentially a template document from past programs and even terminations.  It will be fairly tight, if the managers that put it together are good.

As a manager, I put together sales performance programs that were designed to get someone to generate sales results or be out within a prescribed amount of time.  I suppose that you would call it ‘sales justice’.  These programs should be designed to be fair and equitable.  It probably will be based on the current goals and how those goals would apply in a shortened time period.

Owning and maintaining a sales force, or even a single sales professional is expensive.  Whether it is a single professional or a sales force can be expensive.  It is a wasted resource if it is not productive, even for a short period.  Programs are a necessary process and when used correctly can reform some behavior,

Can You Beat a Program?

The answer is yes… if the program is fairly constructed.  Sales professionals beat programs often if they have been working hard.  A well constructed sales program is potentially beatable if:

  • Your goals are constructed fairly and the time limits are granted correctly
  • You have been working hard and are not starting from ‘scratch’
  • You have never stopped prospecting and recognize that prospecting is a required activity
  • Your company’s products are solid and priced properly
  • You have the sales skills necessary to be successful

To capsulize, if you have fair goals and have been working hard, you have a chance.  That chance is enhanced if you have been prospecting and working to sell your products to a wide base of prospects, and thus creating real, sellable opportunities.  If you don’t have the above bullets on your side, you are toast!

Defining Fairness

I would be remiss if I did not cover this portion.  Fairness is a concept that defines an employer’s actions.  Here is a simple example of fairness:

Your goals are as follows:

Sales in Dollars – $500,000

Cases sold – 25

New Prospects – 250

Quotes – 125

What you have here is a results and activity requirement.  New prospects and quotes are activity standards, and dollar sales and cases sold are result standards.  Activity leads to results, so both are necessary.  Some sales organizations will rest on the results standards and require their sales professionals to reach the results goal, but the best organizations realize that they must us both.  The presence of the prospecting and quote portion requires that those activities necessary to have future and continued success are being done.

So a fair performance program for 3 months would look like this:

Sales in Dollars – $150,000

Cases sold – 6

New Prospects – 63

Quotes – 31

The simple fact is that the goal for the performance program is an elementary 25% of the annual goal.  A simple but potentially fair goal.  It is based on the previous goal, and is apportioned in a way that probably could be justified and would hold up if tried in a court of law if the sales cycle worked in terms of lead-time and production time.

It Happened to Me!

As a fledgling account representative I was put on a program at a time when nothing would go right for me.  It was a time when our company’s product was good, but priced a little higher than the competition.  The program had a component that was centered around activity (how many quotes?) and on production (how much did I sell?).

I was successful and beat the program, but the key to that was that I had never stopped working, but had just not had success.  The activity portion does not guarantee anyone continued employment, but it is the process that counts.  I refer you to BSJ 2/28/11- How Many Prospects Do I Really Need? It is probably more than you think!

I will be honest that I was not confident that I would make it.  I had worked hard, but just had not been able to convert.  For some reason during the time when the program was in effect, I generated some sales and locked myself in. It also created an expectation that I worked hard to keep up with.  Remember your chances are always better if you never stop working!

If the Program Is Not Fair

If your program goals are not attainable, then you have a couple of problems that may be insurmountable.  You need to have the conversation with your manager re making the program ‘doable’.  If that does not give fruit, you need to have a conversation with human resources.  Do it immediately.

If you are behind the “8” Ball my suggestion is to do what is above while you try to work through it.  In most programs there is a clause covering any other deterioration of work.  In other words, you could be terminated earlier if you solow down your work effort.

Drop a note regarding your program and how you will beat it.

Always be the best.

Your comments are welcome.

Foul Language Can Doom a Sales Relationship!

Business relationships are special.  They are constantly fragile, but durable enough to ward off competition.  No matter what happens in your business relationship, and no matter how close they feel, don’t forget that you are always safer keeping your language on the formal side.  Yes…I am saying that you never know what might offend someone.  Sales professionals are notorious for dropping an ‘F-Bomb’ in the heat of a conversation.  Is it worth it?

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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.

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 buildperceptions (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 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.  This is one of those things that must be remembered.

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.

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.  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