4th Quarter    OCTOBER - DECEMBER 2004


 
 
 

Article

HOW TO BE A SALES COACH ON A SALES CALL

By Wayne Berry

A few weeks ago a young Sales Manager called me and asked if we could get together for an hour to discuss some Sales Management issues. I agreed as I'm always happy to discuss such issues with a person whom I knew would actually take any solutions we came up, and put them into action immediately.

Here is one of the questions he asked;

"When I'm out on a sales call with one of my people, and I see them losing control and about to lose the deal, I feel compelled to jump in and save the deal because I want the business. Should I or shouldn't I do this?"

This is a good question, and I'll start by acknowledging this young Sales Manager for his commitment to regularly go out on sales calls with his people. This is where some of the most valuable training you can provide your sales people with, can and should be done.

Here are my thoughts on how you can handle this in-field coaching situation.

1. Decide before going into the call who will conduct the interview. You or the sales person? If you and they are not clear on this, then the interview may be difficult to control, and may be confusing to the client.

2. Once you agree who will conduct the interview, both agree to stick to the agreement. There is nothing more embarrassing and self-esteem destroying for a sales person, than having the boss take over when it's their call.

3. Get clear on the objective and desired outcome for the interview before you both go in. (eg. A fact finding interview? to arrange a presentation? to sign the deal? etc.) This teaches your sales person to get into this habit and prepare properly before they go into every call. You may be surprised as to how vague some of the answers you'll get are. Many sales people have no objective or clear outcome for their calls. They are simply seeing the prospect, and that's not good enough.

4. If you are conducting this next interview, tell the sales person what your desired outcome is and outline how you intend to take it there. Tell them what you'd like them to notice about how you do it. Remember, what you are about to provide them with, is a "model" on how this type of call should be conducted. You may need to modify your normal style of presentation so you don't take any short cuts etc. Remember they will copy you and may not be experienced enough to do it like you. Keep it simple and easily duplicated by them.

5. After the call, conduct an immediate and thorough "kerbside debriefing". Ask them how they thought it went. What did they notice? What did they learn? What suggestions would they have to improve it? What questions do they have? etc.

6. After they see how you do it, now it's time for you to sit quietly and be the observer. However here are a few helpful tips. Tell them that you will not speak unless they invite you to. Tell them that if they feel they need your help, that they will need to specifically ask for your opinion. After you give your opinion be sure to hand the interview back over to the sales person. eg. "So that's my thoughts Mary, what do you think?"

So what if the client now directs questions to you? Simply pass them back over to the sales person. eg. "I think Mary has some ideas on that for you, don't you Mary?" If the client starts looking at you instead of the sales person, get into the habit of "throwing" the client's eyes back to your sales person, by simply looking at the sales person's eyes. Your client's eyes will look where you are looking, at the sales person's eyes.

7. After the call, conduct an immediate and thorough "kerbside debriefing". Ask them the following questions. "What did you feel went well?" (This will have them focus on the good aspects of the call. Never ask, "So what do you think went wrong?!!") Then ask "So what do you feel you could have done better?" In both cases listen carefully to what they have to say. Even take notes. "So what do you feel you'd do differently in the next call?" After you've listened, give some immediate feedback praising the good things and making suggestions for improvements. Be supportive and encouraging.

8. So what it you just can't sit quietly and watch a $50,000 deal go out the window? Only use this, once the sales person is confident and doing a reasonable job. Before you go in, establish a discrete signal system, so you can communicate with your sales person that you'd like them to ask you a question that will involve you. This must be much more subtle than a kick under the table! Maybe you'll place your pen on the table or something just as subtle. Once your intervention has finished, pass the interview back to the sales person. Remember you are there to support.
Give them control back and let them have the glory of a successful outcome.

In-field coaching is vital and important, so get out of the office and go see the people, as often as you can.

[Back to archive]


Wayne Berry CSP*

Wayne Berry is Australia's TOP GUN® Sales Coach and most in-demand speaker on Sales, Sales Management and Negotiating.

To find out more information about this topic you can contact him on:


Web Site: www.wayneberry.com.au
email: wayneberry@topgunba.com.au