Black Sales Journal

Many of us have been there before, and thus the need for this post.  A tough interim or mid-term review is sobering, and if you are in sales it is easy to have a couple of tough quarters.  The importance of this is apparent when it gets to writing.  Use this post, to prepare for this important upcoming event, or to respond to a difficult mid term that has already happened.

Are you currently on a performance program? Remember, you must be on top of your game, and working all of the time.  You might refer to BSJ 4/30/2011, Are You on A Sales Performance Program? Can You Beat it?

Remember, this is the mid-term, and there is some time left to get goals, but you must do something different, or the results will be the same. This post was from last July but applies now as much as any interm period.

Never give up!

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If you are with a fairly large organization, you have probably recently experienced an interim or mid-term review.  As trite as it sounds, you knew it was coming; yet it is one of the least enjoyable activities for a sales professional.  Having someone tell you where you stand in comparison to a goal that you had no choice but  agree to.

Historically, that is the nature of sales.  Review Black Sales Journal – 1/10 Preparing for the Performance Appraisal that discusses the performance appraisal process and the sales professional.  These points are applicable here, yet I am highlighting “what is after the interim appraisal” as a result of the urgency getting on track, meeting goals, and having a successful last 5 months.

You Must Do Something Differently!

This is not an issue if you had a great interim review as you are on track, although you need to remain there.  The problem comes when the interim or mid-term was problematic, exposing what even you have to agree are sub-par sales results and as a result low attainment.

When you are in that mode you have reasons to despair and frankly, I can tell you I have been there. It is a place that you don’t want to be as you are up against a clock (actually the calendar) and you know something has got to change, or you won’t be there down the road.

The real deal is that you might not be doing anything wrong, yet you might not be doing enough right.  Something new has to be tried, and now is the time to do it.  I will propose a few things that may help; yet you cannot stop the normal sales process while you execute them.

Those items are as follows:

• You must increase your prospecting effectiveness. It is a proper activity for even those who are having success.  Please to refer to Black Sales Journal 2/10, Prospecting Tips For Black Sales Professionals.  Making your prospecting activities most effective will include changing, yet it is still an activity that is basically short-term that will yield dividends.
• Reckon with the numbers game that prospecting represents. There is no doubt that there is a formula that successful prospecting continually requires.  See this in Black Sales Journal 2/28, How Many Prospects Do You Really Need? You must know your success formula, and make it happen.  The formula is different based on your own effectiveness.  I might be able to make my numbers with fewer prospects, based on my own approach and characteristics.
• Continue to work hard. There is no magic in this statement.  You can increase your effectiveness and recognize your prospecting formula and the numbers that make it work; yet you still can do more.  Here is where you put it into high gear.

Here are some activities that you can do that you might not be doing right now:

• Utilize networking as a prospect source
• Use seminars as a prospecting tool

Networking can be a very effective prospecting source.  It does take work and some planning, yet proper networking will change the prospect base you are exposed to as well as create face-to-face opportunities for prospecting intimacy.  I went deep in this topic in Black Sales Journal 2/21, Networking for the Black Sales Professional.  Using networking effectively is possible in the short term and can be done while the normal prospecting activities continue.

Seminars can be extremely effective.  Done correctly, this activity can be more effective that networking, yet require more preparation, and potentially some resources.  Black Sales Journal 3/24, Finding Prospects Though A Seminar gets deep into this activity that I am partial to.  Now to make this activity work, you do need to have a group that has some has some commonality in buying habits, product needs, industry type, or other characteristics just as the 3/24 post describes.  Once you pull a group together like this, and deliver a message a message with value, you will potentially have followers, prospects, and some customers that you may never have been exposed to.  It would help to be an expert, or regarded as one, yet not necessary.  If you are not an expert, you should engage one to speak to your group, and as is described in the post, keep meticulous records and do not let anyone in, or out, without their contact information, especially their email.

In Summary

These are tactical activities.  They do not replace normal prospecting but can supplement that activity.  You cannot make it in sales without prospecting and need to face that important issue if you have problems there.

Prospecting is the price of admission to being successful sales professional.  Prospecting Tips For Black Sales Professionals were designed specifically for up and coming Black sales professionals in recognition that if you are going to be in this profession, you will need them to smooth out the difficulties of sourcing prospects.

Be effective and prosper.

We welcome your comments.

If you are like many of us, there will be a time in your career that things will go wrong.  You will feel aggrieved that it does not appear that you get equal or fair treatment, including important resources like preferred territories, distribution of prized or house accounts, or even issues regarding salary increases or promotions as compared to your peers.

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This problem can be vexing in the sales workplace.  You might feel embarrassed, emasculated, and even paralyzed, yet need to have answers.  Your job is important to you and your family, so you must take care to do this correctly.  It is also difficult because you feel powerless to affect outcomes when you believe management is working against you.

Yes, you feel your options are limited as you are working hard to insure that you keep your job, yet your results don’t always put you in a position of strength.  Frankly, I have been there.

What Are Your Options?

There are some things you can do; yet you need to do them correctly.  I am going to give you an example:

Problem -Distribution of orphaned accounts and prospects to favored sales representatives.

As a sales professional you know how refreshing it is to get customers and prospects that you do not have to prospect for.  Customers who get the introduction to you as their new representative  feel instant credibility based on the organization that you work for and will give you a chance to consummate the relationship by your actions.  That credibility can be very important to a Black sales professional.   I also talk about “the spoils of sales” and how the distribution of business and prospects can help, or hinder.  I made references to situations like this in Black Sales Journal December Post of Preference, Perceptions, Prejudice and Your Employer.  Feel free to take another look at it.

When you are seeing these accounts distributed to other sales executives who have less experience, less product or service knowledge, and less tenure than you have, it can be disheartening.  This happened to me years ago when I was a sales representative.  You may feel powerless, but you should not feel voiceless.

I was pretty good at selling commercial insurance products to medium and large businesses in the Chicago metropolitan area many years ago.  I was also proud of the organization that I worked for 5 years (eventually I retired from virtually the same organization with 32 years).  You can imagine what I felt like when in the midst of various situations where there were several distributions of prospects and accounts and I received literally nothing.

What I did was simple.  If faced with the problem, you should do it as well:

STEP # 1 – Research your sales record and your effort and be brutally honest

Be honest with yourself about your record, which will buttress you case, as well as the situation.  Did you handle a previous situation like this poorly?  Take an honest account.

• Seek Counsel - Find someone (a sales colleague or another sales professional) who is objective that you can seek honest counsel with and really listen to his or her response.
• Review Your Activities - Take positive account regarding what you have received in terms of “call-ins”, and other business, and any other failures.
• Take account - Know what you have done with this type of business, and be prepared to show the facts.
• Know Your Total Performance -Note your total performance, activity and production, and be ready to account for why it should have come to you.
• Be Ready to Prove Up! - Note that speculation and conjecture do not count, it is “not what you know, but what you can prove”!

STEP #2 – Have a frank but professional discussion with the sales manager or principal.

I went to my manager and advised of my concerns.  I was one of two Black sales professionals in a staff of over thirty-five.  I talked clearly, and unemotionally, and stated my concerns.  We reached agreement that I did deserve more.  The facts should speak for themselves, yet you still may not reach an agreement.

You may find that it is still an issue.  I met with the manager again four months later, yet felt the need to hedge my actions and set up a meeting with Human Resources as well.  In my discussion with my manager, I had to make the inevitable statement that I was still bothered and that my concerns were being ignored.

Here is the part where you have to put your self “out there”.  Do not be afraid of the conflict generated from it.  Conflict can be healthy if done correctly.  If you believe the situation, it is what you have to do!

This meeting might seem fruitless to some, yet it is the meeting that gives you the opportunity to say that you may need to look for some satisfaction or discussion elsewhere.  The manager should not be surprised at that point when HR calls to get his rendition of the facts.

STEP #3 – Make Your Case with the Human Resource Manager

Let’s be clear here, you need a party that can be fair and is also interested.  I am not telling you that the HR manager or generalist is an ally, but I am telling you that this individual has a tendency to be fair, and has knowledge about how the company will handle such a concern.

The reason that you had the conversation with the manager first is because that would be the first request of HR, or anyone else called in to help.  It just makes sense.

For HR you want to do the following:

• Define the problem.
• Summarize the conversations with the manager
• Be clear about the disparate treatment or inequities, and be ready to prove up.
• Open yourself up to asking for help.  That help might be having a discussion with the manager, getting clarifications, or even having discussion with the manager’s manager.

What you should not do is:

• Lose emotional control
• Play the “race card”
• Talk about confrontation

In Summary

Whether it is distribution of favors, salary, or other issues regarding equitable treatment, Human Resources is not the end-all, yet they can be objective and provide perspective to both parties regarding equitable treatment. If you believe that it is because of racial discrimination you should be prepared to enunciate it clearly and succinctly with as much evidence as possible.

Always note that your previous record with HR, and your current sales record are all in play in this discussion.  But…if you are being treated unfairly, you should find comfort in discussing it without a focus on race as the possibilities of discrimination, if any is obvious, will be on the mind of a good HR manager or generalist anyway.

This is a sensitive subject with a heavy impact on the lives of sales professionals.

I look forward to your comments.  You can reach me at Michael.Parker@BlackSalesJournal.com.