Black Sales Journal

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 well 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.

Be Memorable

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. You can reach me at Michael.Parker@BlackSalesJournal.com.

Many years ago (not that I am sensitive about my age) when I was playing college basketball, I was exposed to a coach named Gene Smithson.  At that time he was the assistant coach at Illinois State University.  He then went on to coach Wichita State University.

His mantra was  “MTXE” or “Mental Toughness Extra Effort”.  What the heck was he trying to do with this term “MTXE?”  It was his effort to bring resolve and a take-no-prisoners attitude to his players at both schools.  It is amazing how something sticks with you, but this one stuck with me. Mental toughness is not just important in athletics, it is extremely important in sales.

You should recognize that attitude could make the difference between winning and losing, or even walking away from an  occupations.

A Definition of Mental Toughness

According to a qualitative study by three individuals from Australia, Jones, Hanton, and Connaughton (2002) entitled Discovering Mental Toughness: A Qualitative Study of Mental Toughness in Elite Athletes, mental toughness is:

“…having the natural or developed psychological edge that enables you to:  1.) Generally, cope better than your opponents with many demands (competition, training, lifestyle) that sports places on a performer; and 2.) Specifically, be more consistent and better than your opponents in remaining determined, focused, confident, and in control under pressure.”

They went on to publish what they identified as attributes of mental toughness.  I will include a few here:

• Self-belief
• An Unshakeable focus
• High Levels of Desire and Determination
• An Overall Consistency of Effort and Technique

There is no doubt that these translate to the sales arena as well.Meta

Mental Toughness in Sales

Whether it is B2B or B2P, there is much to break you down in the world of sales.  Competition is tough, pricing is difficult, and the economy affects how people and companies spend their money.  Now, throw into the mix that the 3Ps (Perceptions, Preference, and Perceptions) sometimes play a role.

Facing adversity and winning is what all good sales professionals seek.  As a matter of fact, many do it all of the time.  Those who have strong self-belief, unshakeable focus, and consistency of effort while maintaining professional technique and high levels of desire and determination are who we interpret as winners. Sales professionals who win consistently are usually examples of mental toughness.

When you are mentally tough, nothing stops you from doing your routine; nothing stops you from your 10 or 20 calls per day.  It is what you do, and if they all result in a “no” answer, you realize that there will be more yes answers tomorrow.

Mental toughness in sales is attainable, and when coupled with Extra Effort it creates a significance force.  When coupled with a good sales plan and solid preparation you have a star.

Extra Effort

What is Extra Effort is in the avocation of professional sales and how does this apply to you?  It is essentially doing over and above what is necessary so that success is assured, and doing it better than most other sales professionals.

In prospecting it is making the additional five prospecting calls per day, with the recognition that the next call could be the “pay dirt” that moves the day from the normal success of scoring on 1 for 10 calls to the very successful 2-3 appointments. There is no area that extra effort will have the more impact than the process of sourcing prospects.

In customer service, it is the extra effort of treating each customer as if they are the only customer.  Giving this level of customer service is more time consuming and requires consistent awareness and forethought.

In prospecting it is treating each relationship as your focal point.  This can be a game changer in the long run.  It builds confidence and relationships.  There is no doubt that it takes extra effort to make this happen.

In your sales career it is getting the credentials that will make you a product or industry expert, giving you some degree of preference over other professionals that populate your industry.

Are You Mentally Tough?

Mental toughness is exemplified by many of the attributes that were illustrated in the beginning of this post.   As we apply it to what you do everyday, if you do not have these attributes, you can get them.  There is nothing magical about these attributes, they are what happens when you are mentally prepared, and realistic.

If sales is an occupation for you, you probably are outgoing, and probably not fragile.  You have personality and you are willing to have some income at risk.  You can accept coaching and have an ability to form strong relationships.  You need to be able to accept the rejection and disappointment that comes with the turf.

Now you need to build your mental toughness.  If you can recognize that much of the ‘rejection’ that comes during the sales process is not personal.  It just may seem hard to believe this when it is happening to you.  Mental toughness will get you there.  Frankly, you know you are good at what you do, and you know that you, and your company, have something to offer.  Be undeterred and keep calling more and more potential customers.  They do not know you or your qualifications.  They are not aware of your ability to provide solutions and solid customer service.

Your toughness focuses on the fact that you will have many rejections during prospecting, and some customers will leave you because of pricing, economics, and other varied reasons.  If you are calling potential customers as frequently as you can, you will not feel the pain of a few calls going bad.  It is a numbers game as was discussed in Black Sales Journal 2/28, How Many Prospects Do You Really Need?

We will talk more about mental toughness and extra effort in a future post.  Realize that you probably have it but do not recognize it.  Be the professional!

We welcome your comments. Reach me at Michael.Parker@BlackSalesJournal.com.