• Rebuilding Your Confidence as a Sales Professional

    03/07/2018 in Sales Call Planning

    All sales professionals encounter a dip in sales results. For some, it causes a drop in self-confidence. What can you do to rebuild your confidence? The answers vary with each person, but a good starting point is to "Trust the sales process."

    Trust the Sales Process

    What do we mean by "trust the sales process," and how can this help you to rebuild your confidence?  A loss of confidence often causes a salesperson to start to do things differently.  Two examples would be to rush through the opening of the sales call because of nervousness, or try to close too soon in an attempt to improve results.  

    Focus instead on the sales process that you've used successfully in the past.  Each step in the sales process is like a link in a chain. If you do one step poorly, it weakens the entire chain, and your sales results will continue to suffer.  By focusing on the sales call process that applies to your business, and doing each step in the sales call process as well as possible, you should see your sales results improve.

    Here are two additional resources if you want more information on an effective sales call process:

    1. View our free online module titled How Selling Has Evolved for a summary of the critical selling skills that are needed today to make successful sales calls. For example: selling on value and team selling.
    2. Your sales call process should address what you do before, during, and after each sales call. Because pre-call planning - what you do before the sales call - is so important, read Are You a Sales Professional or Well-Paid Tourist for some advice on the three most critical tasks to do when planning.



  • Do you consider yourself a success when it comes to the planning and execution of your sales calls?

    06/08/2017 in Sales Call Planning

    Most sales professionals will admit to not dedicating enough time to sales call planning. However, it doesn’t have to take long to plan. Which of the following three critical sales call planning tasks do you still need to work on?

    Critical Task # 1 in the Planning Stage: Identify your goals and objectives
    What is your Sales Goal (long term) or desired outcome for this account?
    What is your Sales Call Objective (short term) or what you want to accomplish at the next sales call?

    Critical task #2 in the Planning Stage: Identify the decision makers and influencers
    Are you meeting with all the right people? Are there additional people influencing the decision making process? Make the mistake of failing to identify and gain access to all the decision makers and you miss out on important sales opportunities.

    Critical task #3 in the Planning Stage: Prepare the appropriate resources
    What and Who do you need to bring to the sales call? Would a product demonstration help? Should you bring a technical expert or upper level manager?

    Successful sales professionals follow a roadmap to effectively plan and conduct sales calls. Our 12-part Essential Selling Skills online training series teaches a 6-Stage Sales Call Process and the critical tasks for each stage. Visit Essential Selling Skills online training for more information. Module 2 Stages and Critical Tasks of Selling and Module 3 Pre-Call Planning go into more detail on the 6-stage process and how to successfully plan for sales calls.

  • Are you a Sales Professional or a Well-Paid Tourist?

    03/20/2014 in Sales Call Planning

    As a former sales professional and sales manager, I saw firsthand for myself and my sales team how important it is to do pre-call planning well.  

    There are three critical tasks that should be done before every sales call – we call these tasks the What, the Who, and the How, for short.  

    The first critical task is referred to as the "What” of your plan, meaning:  What specifically do you want to accomplish on this sales call?  Have you set clear sales goals and sales call objectives?  

    This is the most important step because it ensures that every sales call should be purposeful.  A sales call without an objective is a visit.  You are a sales professional, not a well-paid tourist, so don’t make visits!

    The second critical task of your pre-call plan is the "Who” of the sales call. Your sales goals directly influence who should be at the sales call.  Who do you need to speak with, either on the phone or in person, to achieve your sales goals and objectives?    

    At the risk of stating the obvious — you can’t accomplish your sales call objectives if the right customer contact isn’t at the sales call.

    The third critical task is the "How.”  After you’ve set your goals and objectives and scheduled an appointment with the right person(s), then you should plan and organize what you will say and do during the sales call.  

    Depending on the specific customer situation, you might plan some (but not all) of these factors: 

    •How to open the sales call
    •Questions to ask about the customer’s needs
    •Benefits and differentiators to highlight about your company and product/service
    •Likely objections and how you will respond
    •Actions/next steps that you want the customer to take

    Sales managers interested in helping their salespeople to plan more effectively for sales calls, might wish to purchase the Pre-Call Planning coaching kit

  • Back to Basics: Why Pre-Call Sales Planning is Crucial

    06/20/2013 in Sales Call Planning

    Why is Pre-Call Sales Planning So Crucial?

    What can be more fundamental and important than pre-call sales planning? A wasted sales call is a lost opportunity. 

    What Elements Should Be Considered in Pre-Call Sales Planning?

    The pre-call sales planning process doesn’t have to take long, nor does it always need to be written down, but it should address these 4 core elements: 

    1. Your Sales Call Objective:  What specific results or actions do you want to accomplish with this customer at the conclusion of this sales call? Your objectives need to also take into consideration factors such as "what can I do to strengthen the business relationship with this client” and "what can I do to help this customer during these difficult times?”
    2. Critical Questions to Ask the Customer: A few good questions must always be part of your sales call planning process. "What has changed since our last conversation?”, "How can we help you?”and "What are you finding difficult in your business today?”  are some examples.   .
    3. Benefits and Value to the Customer: What benefits will you highlight about your sales solution? Can you offer the customer a new or different product or service that will provide value? When you do some pre-call planning on benefits and value statements, it helps you to avoid the mistake of feature dumping your way through a sales call.
    4. Possible Objections: Depending on the product or service that you intend to highlight during the sales call, you can probably anticipate the most likely objections. How will you respond? What is your fallback plan if the customer says no? 

     Visit our Sales Workshops page to learn more. Sales managers interested in helping their salespeople improve their pre-call planning skills visit our Sales Meeting Kits: Pre-Call Planning page.