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The Von Gehr Consulting Group, LLC, was founded by Erroin A. Martin to provide business coaching, consulting, and other services to companies both large and small. The primary goal is to have our clients be passionate about their business and reach the unachievable.

Successful Sales In 6 Easy Steps

Every business has a process. Many times the process operates silently behind the scenes – keeping operations humming – and unbeknownst to the customer. The only times an individual becomes aware of the process is when it breaks down. This comes typically when a customer’s request/complaint/suggestion does not fit into the business process.

Sales has a process too. It is the map for success for the salesperson. It is the beginning, the fallback, and the foundation for a sales organization. Many times most sales people cannot articulate what their sales process is.

“Me, me, me…” – Agent Smith

“… me too!” — Agent Smith, from Matrix: Reloaded

The Typical Sales Process

When the average sales person is pressed to communicate their sales process this is the usual answer:

• Sales lead comes in – or – call list is given to sales rep
• Call lead – or – name on list
• Make presentation and overcome objections
• Close sale

A badly defined sales process

An Unsuccessful Sales Process. Is this yours?

Pretty simple process, eh? Typically all things that are successful in life are easy to communicate, understand and execute. What is wrong with this process is that it does not identify how to qualify, service, consult, and partner with your customer or client. It does not make every sales contact an event that enhances the customer experience and/or strengthen the business relationship. It is a sales process that is about the salesperson and not the customer. In the end it is a process that does not successfully lead to repeat business.

Consumers are statistics. Customers are people — Stanley Marcus

The Successful Sales Process

A successful sales process is a framework that is adjustable to the client/customer’s needs, desires, and will make them (your client) successful. It requires a sales person to truly understand the dynamics involved in the decision making process. The first being that all buying decisions made by customers are made with emotion not logic. The second being that it is the value perceived by the customer that triumphs over the value you feel you are giving.

The successful sales process is an infinite circle of six steps:

Steps One – Research
Whether you are given a lead, call list, or you must hunt for the business you need to know what forces affect your customers’ business, markets, and decisions. Before you even pick up the phone, post a letter, or send an email you need to qualify if they are the right clients for you.

Step Two – Make The Call
This call is about two things – learn who, how, what, when, and where decisions are made from the primary source: your client; and get the appointment for your sales call.

Step Three – Research In-depth
This research builds upon what you have done in step one. It is specific to your sales call that you are going to have with your customer. Here you will learn more about the company, the decision maker, and any other information that will help you exceed their need.

Step Four – Pre-Call Plan
Some salespeople typically like to link this with step three. It is ill advised; because the pre-call plan is narrowing down all the data you have gotten from your research to a specific call. The pre-call plan is where you will practice your presentation, anticipate objections, role-play the sales call, and build a framework in how you want the call to go.

Step Five – The Sales Presentation/Call
This is it… where all the work from steps one through four will give you the edge and help your customer win.

Step Six – Close for Business
Ask your customer what it is you want them to do: sign here, buy ten units, fill out this form, or whatever it is they must do to help you make the sale. If they say “No” well you close for another chance to present how they will win with you.

Successful sales process is never ending.

The Successful Sales Process

The beauty of this process is that it is never ending and it has specific actions that must occur before you move to the next step, but allows you to skip when needed. For instance, let’s say your customer said “No” when you closed. You can move to step three and begin your in-depth research right there in the call. The information you get from your customer can lead you to finding solutions and skip to step five immediately while you are in the sales presentation. If that is not appropriate, you have a starting point and reasons to return.

This sales process, conversely, can be used if you win the sale. Now that you have got your foot in the door you can research for referrals, other departments, and how to better improve your delivery service to your clients.

The great seal of truth is simplicity — Herman Boerhaave

Six Simples Steps

As mentioned above, successful processes are simple to understand, communicate, and execute. So are the six steps of the successful sales process. What makes this process the best is that it is about the customer, the customer, and the customer. It is a sales process that is not about the salesperson at all.

Even Superheroes Pre-Call Plan, Or So Says This Video

It is amazing what the power of social media can do.

Someone in my LinkedIn network had an update about another software platform called SocialGrow. They used a video from Xtranormal, which has pre-cut computer animated scenes. All you have to do is type in a script, place some camera angles, and… you have a movie! It is even easier than iMovie.

Here is what I cam up with.

In the right marketing hands this can be a very powerful tool!

There is a cost to publishing your video but for a small business it is very minimal i.e. under $100. The downside is that there is a limit in the expressions and you cannot upload your own music or sounds. If you keep your videos short — say under two minutes — then it should not be too much of a problem.

Be on the lookout as I have found a new tool to use!

Great Pre-Call Sales Planning In 9 Steps

Great sales start with even greater detailed meticulous planning.  All the homework, research, and effort you put into your pre-call sales plan will lead to great conversations and even larger sales.  The proof of this is in your own experiences and in the habits of the highly successful salespeople in your company.

Putting in the effort to plan for your sales call removes the risk of error, nasty surprises, and wasting of time.  The more you prepare, the easier the sales call is.  In fact it is so easy it is like having a great conversation!

Doctor, bare with me.  You and I are going to be looking at this presentation for the very first time. – Anonymous Salesperson

Failure To Plan Is A Plan To Failure

Yet most salespeople do not do anything in regards to pre-call sales planning.  (Looking up information in your computer before you walk in to a call does not count as pre-call sales planning.  It is more like cramming for a test.)  The excuses as to why not are as numerous as the stars in the sky.  You have:

  • I know all there is to know about my customer.  I have been calling on them for years!
  • I have so much to do that there is no time!  Besides, I have practiced my presentation numerous times.
  • The data is old, wrong, and not applicable to my customer.
  • A personal favorite… Hmmm, let me think about it and I’ll look up some information after the call.

Do any of these sounds familiar?  Have you said them yourself before?

You know when a call goes bad because you did not plan at all for it.  Questions sound awkward.  The customer is politely listening but you can see in their eyes they feel sorry for you or even begging that you end the torture.  What was once an hour appointment is done in ten minutes.  You never even get the chance to ask for the business and if you do it is completely inappropriate.

The sales call is so bad, so horrible, that you even consider becoming a hermit.  If you do not have that insight and you cannot understand why you are not making sales… well, what does your pre-call sales plan look like?

Meticulous planning will enable everything a man does to appear spontaneous. – Mark Caine.

9 Steps To Pre-Call Planning

  1. Review all the sales notes, previous contracts, previous buying habits, and other information on the customer you are going to call on.
    • If it is a brand new prospect – review who their vendors are, buying habits for same priced items, and how they win business.
  2. Review the image of the company you are going to visit by looking at their website, facebook, twitter, blog, and any other information you can find on the internet.
  3. If the company is public review their annual report.  This will help you see how profitable they are, what their vision is for the future, and if they have announced any major plans that will effect your business.
    • If you know other vendors that work with your client/customer talk to them.  Find out about payments, length of contract negotiations, and who they turn to in times of trouble.
  4. Google who you are meeting with and where.  If they are on LinkedIn, see how removed you are from them and if you can get connected.
  5. Compile the information from your research and look for gaps in information.
    • You will turn these gaps into “areas of interest.”
    • Create a hypothesis as to why these gaps in information exist.
  6. Write open-ended questions that will test your hypothesis and help you fill in the information gaps.
  7. Visualize the sales call:
    • How do you expect it to go?
    • What will you do if you are cut short?
    • What will you do if you are given more time?
    • Where do you expect the customer give you objections?
    • When do you want to close the sale?
  8. Create anticipated objections from the information you have gathered.
  9. Practice your sales presentation with your questions in front of the mirror, your friends/family, and in the car.

A lot of my time was spent searching, thinking and planning my life. – Ryan White

Time Invested = Big Money

Pre-call sales planning is a time consuming process that reaps huge rewards.  You are likely to spend more time on the pre-call plan than you are on the actual sales call.  That is okay.  It means that you are digging deep to understand more about the needs of your customer.  It means that you are preparing to enter into a deep conversation that will be enlightening and have an impact.

What most salespeople do not like is the fact that proper pre-call sales planning takes time away from other things, like watching TV.  Yes, you have been called out.  The dirty little secret is that you, the salesperson, get paid the big bucks because you do not punch in/out on a set schedule.  Sales can occur at anytime.  Therefore you have to use your downtime to plan, practice, and prepare for success.

Will you use everything that you have planned for?  Most likely not, but you will be prepared.  That preparation equals confidence, which equals being ready for anything.  Having that feeling you will walk into any presentation, sales call, or meeting looking taller, stronger, and calmer than the other people in the room.  Your confidence will rub off on everyone else.   You will feel as ready as ever to take on the world.

The great conversation – the magic – that happens from investing your time into pre-call sales planning will result in larger sales.

How do you plan for sales success? What are some examples of pre-call sales planning failures?

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