Black Sales Journal

This is the most important relationship that you are going to have in your career!  Don’t flinch because of the title, managing this relationship is the key to your success.  Invest the time to make it work for you while making sure that you take the time to “guide” it correctly!

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I am a believer in this topic.  Managing your manager is the way to success.  I was a sales rep, and a sales manager, a vice president of Marketing (that managed sales managers), and know this topic from a variety of angles!

There should be no negative implications for a topic like this.  We attempt to manage time, territories, expenses, production, and performance outcomes as a natural course in our jobs.  I would hope that understanding how to “manage” your sales manager would be just as important.

“Managing” your sales manager involves important issues such as training, performance evaluations, potential merit increases, territory allocations, participation in sales calls, and the allocation of valuable resources such as prospect distribution, house accounts, and major accounts.

This is not anything nefarious, yet is respectfully making sure that you get the attention and resources that you need, and in some cases the space you need to do your job to the fullest.  It also would be designed to give you resources you need in a competitive atmosphere to be the premier sales professional in your unit.

As a Black sales professional, you are quite visible.  You need to be calculated in your performance, and how you frame that performance.  Your manager should be active with you as well as an observer in your performance and work activities.

Relationships Count

The most important relationship you have at your job is the one you have with your manager.  Your ability to ask questions, seek assistance, and suggest improvements should be natural.  Likewise, your ability to get feedback, accept criticism, and be generally evaluated should be a given.

This relationship is a give and take.  He or she is still the boss, and you have expectations of each other.  You need to work at this relationship if you are not the premier performer.  The premier performer has his/her results to support the relationship.  Until you get to that status, you need the manager a little more.

‘Fair Game’ Tactics

Here are some ways to effectively manage your sales manager:

Communicate Upward – Keep your sales manager knowledgeable of your activities, and the status of major clients and prospects.  Your managers should always be kept abreast.  Sales managers communicate upward to their managers regarding major prospects and clients, sales projections, and goal attainment.  The last things they want are surprises.  By communicating these things frequently, it will keep them from making projections and claims that cannot be met.

Request Assistance and Sales Manager Presence – Request your sales manager’s help for profile and difficult prospect/clients.  Remember, you will be in the boat by yourself to get the attention or negative attention depending on the results.  Sharing the attention when you win is better than ending up with the sole negative attention “spotlight” if you blow it.  You can more easily manage your sales manager if you make him or her look good.  Have the sales manager attend calls that you need help on, but also calls that put you in a good light.   You can choose calls that display the strength of your relationships, showcase your strong technical abilities, and calls that reveal your technical sales ability.

Be The Expert on You – Your manager can have as many as 12 direct reports, and the responsibility for getting results from them, and a particular territory.  He cannot possibly know you, your accomplishments, and your strengths, the way you want.  It is easier for the focus to be on your weaknesses.  You must be the expert on you!  Know the following:

• Your goals vs. current production
• Your upcoming prospects and their status
• Know your ratios (prospected to quoted, quoted to sold, etc See Black Sales Journal 2/28/2011 – How Many Prospects Do I Really Need? for some specifics)
• Know, as best you can, your status versus the other sales professionals

Know Your Sales Manager – Knowing as much as you can know about your manager without being invasive is good business.  It will help you understand the motivations and better be able to answer questions and complete tasks.  Know where your manager went to school and the composition of his/her family.  Know his/her previous jobs, and what motivations are present.  A sales manager who was formerly a financial person may have a focus on the numbers and metrics, and you should know this.  The more you know, the better off you are.  Know the background and feel comfortable discussing it with him/her.  You will notice that the manager will be flattered.  Information from Linked-In, or your company’s website can help you here.  You may even use Google for this purpose.

Volunteer with a Purpose – Every manager needs some help, and you should be prepared to give some assistance and learn in the process when it benefits you.  I certainly am not suggesting that you be ‘oily’ and kiss “you know what”, yet when you can add something you should step-up.  Those that don’t step-up will probably get the items they would not have chosen.

Always be Prepared – Repeat after me “I will never go into a meeting with my sales manager and be unprepared!”  This is important.  When you go in to any meeting with this most important relationship you have at that company, you should go in with a solid agenda.  No rambling and no scrambling but a meeting with a purpose that you requested and are in control of. Have your questions written down, and stick to your appointment time.  Your manager will realize your efficiency and effectiveness.

Always Perform

Here is where you start to make the distinction between you and your counterparts.  To be most effective at this, you need to consistently produce sales results.  It is a given that you need to be in good standing, yet it always helps to be exceeding goals and be a sales leader.

If you do this, you will be “shining” the light on yourself.  This type of self-promotion is totally ‘legal’.  Make sure your managers sees what is necessary and knows your value.  This is something that you can do without seeming like a “weasel”.

‘Manage” this relationship wisely.  It can make a difference in your compensation and your future.

We appreciate your comments. You can reach me at Michael.parker@blacksalesjournal.com.

I will not attempt to convince you that the annual performance discussion is a guaranteed positive moment in your life. Everyone has a different situation. This is an important milestone in your employment, and you should be prepared for this discussion as it will memorialize the past year. This post and the post on January 19th deal with this annual ritual. Make sure you read both.

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The Dreaded Performance Discussion

Whether it is called a performance review, a performance appraisal, or some other term, you will find this time useful in determining if your manager values you. You will be able to determine this based on the amount of preparation and forethought that the manager shows.

For some, this is a time of discovery.  You may be asked to gather baseline data that this session will be based on. In other words you will need to sift through the sales and operational statistics to determine what you have been doing for the past year. You might think that this is laziness on the part of your manager.  You might think that  you have been asked to gather the information to “hang yourself.” On the positive side it gives you the opportunity to determine your weak points, accentuate strong points, and in general fairly and cautiously spin the information in the best light, all while preserving the truth.

Scenarios–A Few Practical Examples

Here are a few examples of how you can use this activity in your favor:

Scenario 1 : You have not been successful in developing one or more portions of your territory. Your numbers show it, and you know it will be an issue.

In your self-review point out the territorial weaknesses, the reasons for the shortfall, and the objectives that you will undertake to solve the issues. Indicate interim check dates, final completion dates and intended results. In essence put together the plan for producing acceptable results. Advance the discussion toward constructive solutions that you have drafted.

Scenario 2: Your sales numbers indicate lower sales figures and close ratios than some of the other sales professionals.

If your activity generates lower production and close ratios than are the company norm, you need to consider “baking in” those lower ratios into your activity goals. It is not uncommon for Black sales professionals to have reduced close ratios yet still be effective and successful. Everyone is not your ideal customer. The reality is that you may have to work more prospective customers to get as many sales as others in your organization. You need to be prepared to point this out and have these additional numbers considered in your sales funnel or plan. Estimate your quote/proposal ratios and sales ratios in a realistic light then share these estimates in your plan if you have confidence in them.

Scenario 3: Your sales totals are lacking and your prospect base is light and lacking productivity.

Here’s where you need to consider some real changes. You need to have a plan that is aggressive, and puts in your own milestones for your goals. Take the opportunity to outline a plan (if possible) based on quarters (this is better than months) and what the numbers will be for the interim checkpoint dates. See the two examples above for examples of how you might structure this. Above all, you must have a stronger prospect base to succeed. Consider a niche for a specialty, maybe even more than one.  As you read here previously (Your Customer Needs An Expert, December 20– see Recent Posts), this can be in terms of industry, product, or maybe even geography. Check the potential of the niche in terms of availability and numbers of customers and go in with a plan to increase your prospect base. Be honest with yourself regarding the potential and do some preliminary research on the niche.

Remember: You Are the Expert On You!

Above all, as was stated in the last post,  “Be the expert on you!”.  If your sales funnel is weak you will continuously be subject to problems as you go forward. There is a “law of large numbers”. You cannot have the success that you need without some solid sourcing of perspective customers.

Remember, you cannot instill confidence in others regarding your activities if you don’t have confidence in what you are trying to accomplish.

There are Resources at Stake

Your access to resources like house accounts, call-in business, and accounts and prospects from terminated reps is all open territory for this annual discussion. All this is made much more easy by having a well-thought-out approach to any deficiencies in your performance. Be prepared with well documented facts and logic. As a manager of a production staff, if someone had a plan, I tended to let the plan play out if it made sense.

Let me know what you think on this issue. You can reach me at Michael.Parker@BlackSalesJournal.com.