Black Sales Journal

Have you ever wondered what is appropriate when it comes to the proper holiday give when it comes to your valued customer.  It is that time again.  Read this one now, and master your entertainment and gift giving etiquette. Think ahead and do it right this time!

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The holidays are upon us, and it would  be wise for us to review entertainment and gift giving issues as all sales professionals know, or need to know these points.  Proper etiquette in the matters shown below are important.  As a matter of fact, you can display proper sales manners and move to the top of the list as many sales professionals do not employ them consistently.  Whether in business-to-business (B2B) or business-to-personal (B2P), the number of sales professionals that display proper sales etiquette is not where it should be.

Proper sales etiquette comes in many important theaters:

• Business entertainment and business gifts
• Prospecting
• Sales presentations
• Telephone solicitation and use
• Other

This post of Black Sales Journal will cover proper sales etiquette in business entertainment and gift giving. We will cover the other sales etiquette categories in the next month or so.

Entertainment Should be Entertaining!

Business entertainment should have a purpose and be enjoyable, even when the meeting objective is not the most exciting.  Obviously, it gives you time and a way to build relationships, and in sales, relationships are everything.  This area is important as it is ‘your’ moment in the spotlight and as you spend this time focusing on the customer, the last thing you want to do is to strike the wrong cord and turn him or her off.

You may want to take a look at Black Sales Journal 4/4, Business Entertainment – Some Do’s and Don’ts, for some basics on purpose and cautions.    It would serve as a simple refresher to set up many of the points made in this post.

You can be in two different positions with respects to business entertainment, you can be the host, or you can be the guest.  We will touch on these two different levels of status, as they are different.  Regardless of which position that you are in, you are in control of your own actions.

The Host With the Most

As the host you want to be in control of the financial elements and the operation of the meal.  You have to be prepared to exercise control regarding:

• Selecting the venue to match the occasion
• Assuming control of the event
• Setting the financial tone
• Managing the wine and alcohol
• “Managing” the conversations to include all parties

Match the venue to the importance of the occasion in terms of cost and atmosphere.  Good ‘business’ restaurants with favorable pricing are essential to sales professionals, and are usually a good venue, but the occasion should dictate.  Gentleman’s clubs and topless bars are a strict no-no, even if the client suggests it.  You are in control, and your ethics, appetites, and professionalism are at stake here.

Assume control by giving simple signals to the wait staff that you are hosting and expect the tab.  This gives immediate control.  The knowledgeable wait staff recognizes that when a guest orders something that will impact you, they will look to you for a ‘veto’. Remember to tip correctly as it is evidence that you are the professional.

Set the financial tone for the event.  Order first to set the tone.  If you order a sandwich, they will most likely all order a sandwich, yet if you order lobster, you will have a monster tab if the others in your party follow suit.  This means you may need to order a substantial meal even if you have a limited appetite to make sure that the group feels comfortable eating (if you are not hungry), yet that is the responsibility of the host.  Also, be discreet with the tab.  The guest(s) does not need to know the amount of the tab.

Manage the wine and alcohol by reviewing the wine list, ordering the selection, and inspecting the purchase.  If you do not drink, you need to delegate that but give some clear directives on cost, and you approve additional purchases.  Know when to cut it off.

Manage the conversation to include all parties.  From your vantage point as the host, be inclusive in your conversations, and get to know all of your guests

Are You a Guest?

As a guest, you have some simple rules that you should follow which will help you.  These rules are simple, and show good manners:

• Let the host choose the seating
• Order based on what the host orders
• Let the host ‘manage’ the alcohol, appetizers, and the deserts
• Offer to leave the tip
• Say “thank you” when the host pays the bill

Your objective is to be entertained, and these simple points will get you there without going ‘south’ of what the host is doing.

The Art of Giving

Your company probably has a gift giving policy, and you should refer to it for some basic rules.  While the IRS Publication 463 (2010) covering gifts notes your employer or your company receives a deduction for gifts, the $25 deduction that is afforded simply means you should always be careful and discreet in your gift giving.

What is more important is that the gift should be matched to the importance of the relationship.  The government prefers that gifts be ‘nominal’ in value, yet we do know that some relationships deserve more than others.  When you decide to give, the memorable way is to give a well-composed note with the gift that explains the purpose of the gift.  There is a good possibility that the note will be around for a while.

A gift that is ‘out of proportion’ with the relationship will be recognized for that peculiarity, and may not have the desired effect that may be honorable.  An engraved pen is a fine gift, and signifies a business relationship.  It is a great gift for an important business relationship.  A gift of golf balls is a sound and affordable gift for golf lovers, and does not break any rules.  Giving elaborate gifts can give the appearance that you are manipulating the relationship.  Giving a putter is good, giving a ‘set of clubs’ does not look as innocent.

Many organizations require their employees to sign disclosures of all gifts over nominal value once a year.  The firm that is auditing the customer usually requires this.  Keeping in mind that many of the buyers that are courted are financial professionals and very much careful with this requirement.

Summary

When I was a sales manager I had a a responsibility to determine if gifts were appropriate or inappropriate, as well as question and consider approval of some interesting entertainment.  For a valued customer, returning a gift is an uncomfortable process; you would be wise not to put a customer in that position.   By the same token, finding out that you might be funding some of your business entertainment out of your pocket because you violated expense policy can be quite painful as well.

These areas of etiquette easily learned but also meet the ‘smell’ test.  If it does not feel right, don’t do it.  Knowledge is important, so know your company’s expense policy, and keep it handy.  Expose yourself to your company’s gift giving policies as well, and avoid errors up-front.

Knowledge is everything.

Write me at michael.parker@blacksalesjournal.com.

Invariably it will happen no matter what minority group you represent. With all of the good customers in the world, there are some who just have no filter on what they should say.  We could recognize their ignorance, but more importantly you should know how to deal with these situations.  Always be prepared!

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Customers come from all walks of life, and certainly have their goods and bads, but we cannot live without them in the sales world.  They are human, and with that in mind, are capable of saying things that are subject to translation, and sometimes downright wrong and insulting.

You always have the right to respond, I am just suggesting to you do so in a professional manner. You see, the most amazing thing is that there are many who do not understand what should take the form of the spoken word and what shouldn’t. I would make the simple suggestion that you are not a counselor, nor an social work, so the objective is not to attempt to analyze or even consider altering a customer’s behavior.

Just because someone is doing business with you does not mean that they can say things that are demeaning or even cruel without a formidable response.

Intent Does Count!

Before we get deep into this, I would like to point out that intent does count.  I would like to explain that there are intentionally harmful racial comments that are made with malice, and racial comments that are made in ignorance.  Although neither of these should be considered acceptable, and they both probably warrant a reply, the requisite responses might need to differ.

Statements that are made because one is ignorant or one is unenlightened obviously have the same effect, yet have less gravity than a statement meant to harm by some one who is rude and insensitive.  Here are a couple of examples:

Statement A: During a business meeting your customer talked about safety in the area that his business is located. He says with a smile… “They say that one of your brothers pulled off the robbery of that fast food joint down the street last night.”

Statement B: During a dinner entertainment session, your buyer indicates she needs to terminate a Hispanic employee “who is still wet from the swim over because of the new immigration laws.”

Both statements are offensive, and both deserve a response.  Which statement is, in your view, is the most racially charged?  How would you react to each of these?

Always be calculated in your response and consider the intent.  I will discuss how I would respond in a moment.  First I want to acquaint you with a personal situation and how I handled it.

A Personal Example

When I was in sales, many of my customers were owners of trucking companies.  This industry, like many others has people that say what is on their mind, and sometimes what is on their mind can be disparaging.  In the instance that I am about to cite, I definitely responded incorrectly the first time, by not responding.  When the second time came around, I think I definitely handled it in the correct manner.

I was on a call basically to deliver policies to the account and we got involved in a conversation about a driver who had generated a lower back workers compensation claim.  Everyone knows that lower back claims can be subjective, and tend to linger for long periods.

During the call my customer indicated that we should investigate the claim of Ben T.  He stated that he had reason to believe that Ben was malingering, and it was our job to get to the root of it and make sure that the claim was compensable, and that payments should be stopped until we knew for sure.  He then said, “You have a good work ethic, and I wish all of your people had that same work ethic.”

I was a 26 year old sales professional and initially, my response was to say nothing other than that I would check it out. I thought I needed the client, and I needed my money.  I realized within minutes that my response was wrong. It kept me up at night for a little bit, and relived it several times.

When I returned to the customer location the following week, I explained to him the situation behind the back claim.  This individual was going to undergo surgery and his claim was legitimate to our people.  I then sat with him, looked him in the eye and said, “Respectfully Bob, I take offense to your comments last week about Ben T. and work ethic.” He developed a puzzled look and quickly said, “I did not mean to offend you Michael.” I then advised the following, “I know you did not mean to offend me, as we speak openly, yet you offended a whole community of people, of which I am one.  It would have been the same as if I said that you are special, but most of your people are drunkards. It was frankly just wrong.”

A light bulb went on in Bob’s head.  I could see it happen… enlightenment, that is.  Bob said, “Point taken, but we Irish like to drink!”  I quickly responded, “You do get my point, don’t you?”  We smiled and we completed the meeting.

Back to Our Questions

Well, both situations are enough to of these statements are bothersome, and unfortunately situations like this happen in the workplace frequently.

Regarding Statement A: This is the least charged, as this person is attempting to refer to a felon as a ‘brother’ presumably because we often call Black people ‘brothers’ and ‘sisters’.  It should not have been said but you would not have to use a nuclear bomb on this one.  Your response should be simple and professional, “Respectfully, no one who would do that is a brother of mine.”  Remember, this is a customer.

Regarding Statement B: This is a racially charged statement.  You might hesitate to respond to it, yet the races are interchangeable in this case.  If you do not respond, I suppose you would be waiting until this customer got around to taking a ‘shot’ at African Americans  next.  An improper remark against any group or religion is an attack on your diversity.  Your response should be professional and impactful.  Something like, “Kristin, honestly I take offense to that statement.”  She knows it was wrong and if she is worth her salt she will not make another one like it.

Respect your principles  I am not saying that you should not work with a customer as much as you need to be true to yourself.

Always be true to yourself.  Always be the professional.

Your comments are appreciated.  Read me at Michael.Parker@BlackSalesJournal.