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 was 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.

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 execute the sales call.  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.

The popularity of Black Sales Journal has increased immensely over the past three years as advice on these topics regarding our noble profession has value to those of all ethnic backgrounds. BSJ readership is a spectrum of all colors, sexes, orientations, and nationalities. BSJ covers a variety of topics that are not discussed in any other forum.

BSJ deals with a multitude of situations,  from performance, to prospecting,  to prejudice (and more). Racial prejudice is real, but not always the culprit.   Racial discrimination is, at times, practically unavoidable; in a society that is so diverse and so unwilling to move out of personal comfort zones.  This allows decisions to be governed by the simple phenomenon I call Racial Preference.

Racial Preference in sales is when a buyer elects to do business with someone because they are more comfortable with that individual primarily because of their race.

Racial Preference is simple, and not always intended to be harmful, but I think you recognize that it can rob a deserving individual of success.  Whether intended or not, racial preference  often results in racial discrimination.  Nonetheless, there are strategies and tactics to deal with this, and we help to do that.

Racial preference happens, among all races, and we all need to avoid the simple urge to choose the person we elect to do business with on the basis of their color, gender, orientation, or nationality.  You see the quality of the individual, the level of their preparation, their responsiveness, and their professionalism make for a powerful case to do business with the best!  Always be the professional and always be the best!  We can take you there!

Black Sales Journal By The Numbers

I started Black Sales Journal in November of 2010 with an inaugural issue describing the purpose and the objective.  Three years later, in an extremely competitive market, I still hope to help Black sales professionals get the information that will give them an edge in getting that professional sales position, generate real prospects, leverage strong vibrant relationships, and … land the ‘all important’ account.

This advice is available for everyone, although I direct it to those that I think sometimes find themselves at a disadvantage for reasons beyond their control.

Here are some brief excerpts of the BSJ monthly report numbers defining readership that I think are so impressive and important:

Black Sales Journal - Statistics 2013

Even more importantly, I attempt to give realistic and logical strategies and tactics to get the edge while in the sales position.  As a result the site attracted and ‘held’ the attention of sales professionals and ‘want-to-be sales’ professionals who garnered information from the site.  Note these 2013 stats:

• 900 – On average, by month, over 900 visits to the site lasted for more than 15 minutes!
• 650 – On average, by month, over 650 visits to the site last for more than 30 minutes!
• 275 – On average, by month, over 275 of those visits to the site last more than 1 hour!

BSJ is viewed on computers, cell phones, tablets, and by RSS.

All told, there were over 71,365 visits to the site.  I would be foolish to think that some visits were not only on the bias of curiosity, but many come back again.

I Need A New Job!

One of the most important activities is to help professionals get the position.  There is no more important difference maker as getting the position, or improving your employment situation.  We don’t stop there, as there is no doubt that many professionals may be skilled sales people, but still have not had a wealth of experience negotiating salary, benefits, and terms and conditions.  There are many posts regarding getting the employment situation right for you.

March and April are two of our heaviest months each year, and I suspect it represents individuals attempting to be their best for the job hunt season.  In preparation for the 2014 job hunts we will spend the second half of January and the first half of February with post designed to get candidates, from newbies to proven professionals ready for a new frontier.

Master the Relationship!

If you have had a chance to read BSJ in the past you know I stress relationship management.  No matter what your color, the mastery of the relationship is the most important task you will have for lasting prosperity.

Minimize these disadvantages by having the most powerful relationship possible, and make some money!  Read Black Sales Journal to learn how.

If you master the relationship, you will learn that issues that were disadvantages, will suddenly be unimportant.  You will see that the advantage of the relationship trumps all else.

Thank You For Reading

Thank you for reading Black Sales Journal, and I welcome your direct comments feel free to email me directly at michaelparker@BlackSalesJournal.com and I will respond as quickly as I am able.  I hear from many readers, and help privately to solve problems.  Feel free to contact me.