Black Sales Journal

The sales profession is one-of-a-kind. There are ups and downs, ins and outs, and a whole list of goods and ‘bads’ that make it both rewarding and challenging. You will go through some trials, but my hope and prayer is that you don’t have to go through some of the ones that I endured.  Check these out!

The Boss Comes to Town

I was a sales representative for a major insurance company in commercial business sales.  I was young, and thought that I was on track to get somewhere, yet nothing was assured.

I was at a sales meeting, and was sitting at a table with the  Sr. Vice President for our business unit, who was someone that I had only seen his picture in company publications.  We will call him Bob F. I don’t know why he sat at our table, yet we were all exhibiting our best manners.

During a lull in the meeting a sales associate of mine, who happened to be Black as well (there were 3 of us out of 62 sales professionals) began to criticize one of the local college basketball coaches.  He was a venerable older coach who was not winning the ‘big one’ but was respectable.

The SVP listened to us from behind his newspaper, and then slammed his had down on the table and said, “How dare you criticize him.  One day you will be judged on your record, just like him, and you should hope you stand up to the criticism.” He went on to say, “If you two would stop reading the sports pages, and start reading the financial pages, one day maybe you will amount to something!”  He then stormed from the table.

I wanted to be rude in my response, but was calculated.  As a single parent of three, I needed my job badly.  It is unfortunate that someone is “judged” like that.  He did not know either of us.

To this day, there is nothing that has ever infuriated me like that comment.  He did not know, but I was reading a lot more than the financial pages.  Whether I did, or did not, it was not his business.  We were merely having a conversation within his earshot.  What is larger than that was the perception that we were absorbed in the sports pages, which was something that I seldom read, or read now.

He made that assumption based on his perception, and how categorically wrong it was.  Needless to say, he was long retired before I moved up in to a senior vice president and executive vice president roles, yet I have often relived how I should have reacted to him.  I made sure that I respected our young professionals regardless of color and gave good constructive counsel without inserting my view of what they “must” be like.

Hello, I am Your New Sales Representative!

I was more than willing to accept, and take a chance on, any reassigned account, as it was a way to increase sales revenue.  I needed new accounts badly.

This account was medium in size, and although complicated, well within my capabilities as a new sales representative.  After much preparation I made my first visit to the account to make my introduction and discuss a change in pricing on the account.  My sales manager accompanied me on the call, as the increased price was sure to be a touchy issue.

After the introduction it was obvious that the call was not going to be warm and fuzzy.  The customer, who was an older individual, sat motionless with a foul expression even before the increase in price was discussed. Once pricing was discussed, the customer slammed his hand down on the desk and said, “This is bull _ _ _ _ , you are trying to put me out of business!”.  “I will not accept this!  Get the hell out of my office!” he ranted.  We made a feeble attempt to explain the pricing but were told again to “Get out now!”

We gathered our materials and made a hasty retreat.  The buyer followed us through the open office, full of his employees, ranting at us.  On our drive back to the office, my manager and I discussed the call and it was obvious that neither of us expected the reaction, price increases were happening everywhere and ours was modest compared to others.

Upon arriving at the office the Regional Sales Manager (my sales manager’s boss) called me to discuss.  The customer had called him and advised that he was ticked and that they were going to move their business if a change was not made.   I told the Regional Sales Manager that I had done everything possible on the pricing.  He said to me “It is not the pricing that he wants to change, he wants you off of the account.  He advised that he was not going to work with you based on your race.”  I knew from the conversation that he was sparing me the actual comments made.

Then came a statement that changed my life.  He indicated that he told the account that if that is the way you feel, “He is our sales representative, and if you work with us, you will work with Michael.  If not, we will, at your suggestion, terminate your account.”The account ‘fired us’ later that day he indicated that he was moving his business and never would return.

Lunch With “the Guys”

I highlighted this situation in one of my Black Sales Journal articles over year ago.  Sales is historically one of the loneliest professions.  Countless hours of cold calling in high-rises and industrial manufacturing complexes and numerous hours on the phone tend to put you in the mood for some type of camaraderie.  This was usually reserved for paydays.

We ‘lunched’ at local restaurant exchanging stories.  There were six of us, and I was the only African-American. At that time, I was the only Black sales professional in our office ahead more than 30 sales professionals.

The subject of automobile accidents came up and here’s the dialogue that followed:

“People are driving crazy these days! On the way to the office this morning I almost got hit by a car load of nig…” He paused before the word could be completed. There was not a person at the table that did not know what he was going to say next.  There was also not a person at the table that was not quickly and silently embarrassed.  You could see them thinking, “What in the heck is he doing?” I don’t know what normally happened when I was not at lunch with them, but today I happened to be there, and the comfort level was just a little too high.

The table fell silent, and I felt I needed to reinforce what happened by allowing the silence to be deafening. My associate exited to the washroom, and everyone turned and looked at me. I thought that was interesting, but it was an expected reaction. One of my associates said, “I thought you were going to clock him!”  I responded, “Then you don’t know me at all.”  You could cut the tension with a knife at that point.

Had I not been there the conversation would have continued.  Had I not been there tension would not have enveloped the table.Had I not been there no one would’ve been embarrassed.  Being there served as a stark reminder that things are often different when you are not around!

When he came back to the table, I took the opportunity to say, “so what happened next?” Letting him know that I heard everything he said clearly and succinctly.  He paused in obvious discomfort.  As everyone else had a sandwich stuck in the throat, I gave him a less than threatening stare and finished the last bite of my food.

Later that afternoon at the office, several individuals present at the lunch came over to me and told me how uncomfortable they were.  But… I know that had not been present there is a strong possibility that no one would have been uncomfortable with the language that was used.

Conclusion

I think it is better in this day and age, but the underlying problems can still exist for some professionals of color.  I think the key is to never overreact.  Coworkers, customers, and upper management all showed to be a challenge at some point or other.  I can only emphasize that I worked with an outstanding company, and with a wonderful group of people, on average, and was blessed with customers that I still consider friends to this day.

Make the best of all of it, and always learn from others.  Always be prepared!

Your comments are welcome.

In the last post we started the discussion, Deepening Your Customer Relationships (See that at the bottom of this page) regarding how to gain customer intimacy.  We talked about the importance of a Customer Profile and the type of information that you could house there.  I had a sales professional write me in the response section and state “…you discussed the Customer Profile, and began to explain it, yet you probably should have given an actual copy.”  I think that person might be right!

I am going to give you a copy of a simple template for the customer profile as well as delve into some ways that you can get the information to fill in the profile.

The Customer Profile

As we discussed last week, this is not the Customer Profile that I expect to be in your employer’s database.  Remember my previous statement about whom you are selling your products and services to.  You are selling to an individual, not a company.  The act of forming the relationship over time is made easier by recording your information on this profile and using it wisely in cultivating and strengthening the relationship. You will see this over time.

Here is the Profile template. It is simple and to the point.  I am attaching it as a PDF.  It will will serve as a guide and can be altered  or be used “as is”:  CUSTOMER PROFILE PDF.  Tailor it to your own usage and format.  Make it yours by including the things that you think are important.  It is a PDF, so you will not be able to edit it, but you will be able to use it as a guide to make a solid customer profile for use into the future.  Otherwise, you will be forced to remember all of these valuable pieces of information.

Getting the Information

I am going to make some suggestions for harvesting the information as well.  Remember these important points:

• Private Information – No customer wants to have a database out there for a vendor’s use which house information about his/her family, his educational background and preferences.  This is your information!
• The Best Source - The best source of information would be the customer.  We will briefly discuss ways to get that it.
• Other Sources - The more information that you can get from sources other than your customer, the less intrusive it will seem.

Breaking the Ice

Your quest for information begins with the act of “breaking the ice.”  You are the quarterback and you will set the tone for the meeting.

I always started off a meeting with a new buyer by creating a relaxed environment.  The normal pleasantries of weather, traffic, and the state of business were beginning topics.

I would then begin to execute the sales call by reviewing our objectives of the day, and laying out a brief agenda for the  meeting.  Once business was completed on the call, I would start a conversation with information about me, and then seek information about the customer.

Who am I?

Information about me - I would allow the quick verbal resume to get slightly personal including where I reside, and how long in the area.  I also included how many children I had, and in most cases where they were going to school.   The verbal resume would include my length of time with the company and my years of time in sales.  My objective was to let the buyer know that:

• I am a sales professional
• I am a person who enjoys what I do.
• I have staying power
• Behind me is a family who is important to me

Yes the quick introduction was purposeful, and intentionally personal. Buyers want to know something about you….something that they will remember, something that they can share.  You will be amazed as how it makes a connection.

Who are You?

Now it is the buyer’s turn.  I am willing to bet if it is a good day, he/she will deliver many of the points in the same fashion as you.  You should take specific note of them as you are now looking through a window that might only be open for a short period of time.

Once they had laid that out for me, I felt comfort in asking if the buyer was a native of the area. Which leads to which school he went to, and does he support the Giants or the Jets, or the Bears or the Packers.  With a laugh here or there, we have covered much ground that I can use later to strengthen the relationship.

My most completed profiles would include favorite restaurants, probably because we had a business meal there, and what the customer enjoyed in terms of alcohol.

The Customer Profile in Action

On a cold December 20th several years ago a customer gave me a gift.  It arrived by UPS, and I was flattered.  I did not think we had reached that level yet but it was a fine gesture that I needed to respond to.  The customer profile showed enough information regarding where he liked to dine as well as his hobbies.  In return I got a modest gift certificate from his favorite restaurant and a fishing hat for his upcoming late spring fly-fishing trip.  This information was from my notes.  That fine former customer still keeps in touch.

As your relationship continues, a business entertainment lunch at a local restaurant will give you an opportunity to further your profile in a more neutral setting.

Don’t Force It

As stated in my most recent post, you need to serve up some of your personality so things can get more personal.  If someone wants to keep it strictly business, you will need hope that over time you can get the buyer intimacy that you seek.  Don’t force it.  Be natural and be prepared to “get closer” in the future once the buyer is reluctant at this time.  As the relationship matures he could be more accepting.

A deep enduring relationship happens when there is an exchange.  Be personal and personable.

Above all know your customers intimately, at least the important ones.  I hope this will provide the start.

Tell me what you think.