9 Ways To Attract and Retain Sales & Customer Service People With Personality Testing

By Dana & Ellen Borowka

How do you build up your sales and customer service force in a down economy? The quick answer is don’t be a dodo bird.

While researching our book, Cracking the Personality Code, we examined the essentials of what managers and business owners need to know about hiring and managing sales/customer service people with the help of personality testing.

dodo birdAn interesting sales management guru we discovered along the way is Lee B. Salz. In June 2007, his widely acclaimed book, Soar Despite Your Dodo Sales Manager was published. In it, he deals with one of the biggest problems companies face, the chasm between managers and sales and customer service people.

He uses the metaphor of the dodo to show what happens when one fails to adapt. Those who adapt, thrive. Those who don’t become extinct like the dodo bird of ages ago. Some laugh at the use of the word ‘dodo’, but there is nothing funny about a business losing its competitive edge due to unmanaged change.

To hire the best sales and customer service people and keep them on the team, your sales or customer service manager needs to know what makes them tick. We believe the sales and customer service personality code can be cracked. If that sounds like a bold declaration, consider this: Studies show that personality tests are a far more reliable predictor of performance than interviews and resumes.

A proper test should reach beyond simple profiles and decipher a sales or customer service person’s underlying needs. This is key for employee development, team building, conflict resolution and succession planning. If you want to retain the best, you need to treat them the way they want to be treated.

Below are nine ways to use personality testing in the workplace to attract and retain the right sales and customer service people with personality testing:

1. Get the real picture.

Of course, every sales and customer service candidate wants to put their best foot forward during an interview. However through a personality test, you uncover a great deal aboutartist their ability to work well with other personalities, their problem solving abilities, their thought processes and their ability to tolerate stress. Personality testing gives you objective information that can help you make an informed decision about if this person is a good fit for the job and for the team. If you decided to hire the person, the questions you ask during the hiring process will reduce your learning curve as a manager on how best to manage this person from day one.

2. Help them be all that they can be.

Every sales and customer service person has strengths and weaknesses. Find out the real truth with an objective measure. Once you pinpoint the good and the bad, then you place them in the right position and coach them on where to improve.

3. Take me to your leaders.

Personality testing gives the manager and sales or customer service team a common language about how they like to interact. The assessments can help you train future managers on how to get the best out of the team.

4. Know how to manage difficult people.

Face it, there will always be difficult people and flare ups on the job. Use objective personality assessments to diagnose potential sources of workplace conflict. The best way to deal with a problem is to prevent it in the first place.

5. Get everybody to play nice.

Sales and IT, customer service and marketing, operations and financial people have to interact to make the company run smoothly. Too many employees get frustrated with other co-workers and just wonder why everyone doesn’t act like them. Through the use of personality profiles, managers can coach employees how to interact better with peers.

6. Treat co-workers the way they want to be treated.

In today’s fast-paced world of business, there is little time to get to know many of your co-workers. Using personality assessments as the basis for team building exercises can quickly get everyone to have a healthier respect for other ways of seeing the world.

7. Make managers better leaders.

The days of seat of the pants leadership are over. When sales and customer service managers understand what makes their people tick, then they can be better leaders. Knowing personality traits can help with motivating teams, communicating change and delegating authority.

8. Pick better teams.

Today so much work is done by ad hoc teams that come together for a specific purpose. Before you assemble a sales or customer service team it pays to know the strengths and weaknesses of the team members. Sometimes this can be the difference between a productive team that gets the job done and one that pulls apart at the seams.

9. Set people up for success.

Sometimes we hire the right employee and put them in the wrong job. Understanding preferred work styles and where a person would be happiest goes a long way to improving retention and productivity.

man jumping bldgWhile personality testing can be a valuable resource before you hire sales and customer service people, perhaps the true value of any assessment comes in using the insights it provides along the entire spectrum of employment. Personality assessments lend objectivity to decisions that may otherwise be largely subjective.

Remember, it is not how many great people you hire. The true measure is how many great people you keep! To find out more please email us at reception@lighthouseconsulting.com or call 310-453-6556, ext 403.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014

Dana Borowka, MA, CEO and Ellen Borowka, MA, Senior Analyst of Lighthouse Consulting Services, LLC with their organization constantly remain focused on their mission statement – “To bring effective insight to your organization”. They do this through the use of in-depth work style assessments to raise the hiring bar so companies select the right people to reduce hiring and management errors. They also have a full service consulting division that provides domestic and international interpersonal coaching, executive onboarding, leadership training, global options for expanding your business, sales and customer service training, operational productivity improvement, 360s and employee surveys as well as a variety of workshops. They have over 25 years of business and human behavioral consulting experience. They are nationally renowned speakers and radio personalities on this topic. They are the authors of the books, “Cracking the Personality Code” and “Cracking the Business Code”. To order the books, please visit www.lighthouseconsulting.com.

Inspiration and Techniques for Building Championship-Level Performance – Lighthouse clients have one thing in common – all are committed to boosting the performance of their organizations. So, we are pleased to introduce our clients and friends to Boaz Rauchwerger — speaker, trainer, author and consultant. We highly recommend Boaz to you. Ask him to deliver one of his inspirational programs at your next executive retreat or strategic planning session.

One of our favorite Boaz programs is “Playing Like a Championship Team Every Day”. It helps you build on the strengths of everyone’s individual differences. This program helps you discover five steps to get everyone to join the building crew and resign from the wrecking crew. This is a very powerful and inspirational program that receives rave reviews every time.

• Master five techniques to inspire others to perform like champions
• Six recognition techniques including the powerful “good finder” program
• Learn four ways that your team can gain a competitive advantage
• Identify the three prerequisites for maximizing the team’s results
• Learn the two forms of keeping a daily score so everyone wins

Who is Boaz? Over a 30-year span, Boaz, author of The Tiberias Transformation – How To Change Your Life In Less Than 8 Minutes A Day, has conducted thousands of seminars internationally on goal setting and high achievement. He has taught over half a million people how to supercharge their lives, their careers and how to add Power to their goals. His innovative program, for individuals and corporations, is a simple and highly effective process for high achievement. He was voted Speaker of the Year by Vistage, an international organization of CEOs and business owners. How to Contact Boaz – Want more information on Boaz’s Power Program, including “Playing Like a Championship Team Every Day”? Just click here and we’ll be in touch.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

 

Stopping Self Sabotage: Five Steps to Better Relationships & Sales

By Jim Ponder

Why let another day go by feeling out of control just hoping to get through to the end of the day so you can do the same thing tomorrow? Why scramble for names to cold call, new prospects to solicit and other markets to tackle when you are not even staying in touch with your existing clients?man & fire

I know why, it is because this is the way you have always done things. Sure, you have heard of other ways to handle business and life. You may have even attended a seminar where you got excited and came away determined to change. Then BAM! Life hit you in the face. E-mails piled up, voice mails just kept coming, the car broke down and that deadline just got moved up. So, the notebook and other materials that you were so fired up about found their way to the bookshelf right next to the others sitting there gathering dust.

Sound familiar? Don’t be surprised, millions of us wake up and handle every day just like I described above. And you know what? Life does have a way of hitting us in the face. But, trust me; it does not have to be this way. I have lived this; I was the king of crisis mode mistaking activity with progress. My customers were not getting the attention they deserved. For that matter neither were my family or friends. After all, can’t they see that I am busy! Unfortunately they can see, but what they see is that I am too busy for them and certainly too busy to handle that recommendation they wanted to give me.

Self sabotage, it is time to stop. For me, I discovered that the relationship must come first and from that business and revenue will follow. Moving from crisis mode and self sabotage to a relational business and way of life takes effort. The good news though, is that all of us can do it and the rewards are plentiful.

Here are five tips to get you started:

1. Listen

We all learn to talk at a very young age. What we do not learn to do is listen. Start today listening more and saying less. Be there; focus 100% on what you are hearing. Put down the BlackBerry, ignore the e-mail, put the phone on silent – not vibrate, and take some notes. You will be amazed at what you learn. Your clients will tell you what they want and need – if you will listen to them.

2. Be a Trusted Ally™

Are you a needy salesperson or a trusted ally? The needy salesperson tries to sell whatever they have regardless of whether the client really needs it or if it is the best fit for them. The Trusted Ally™ will take time to understand what the clients needs are and will tailor the sales and product to them. Even, if it means passing up the sale. What! Pass up a sale – you bet, it is called trust and character.

3. Remember the 80/20 rule

Sure, you have heard this before. 80% of business comes from 20% of your customers. Guess what else? 80% of your pain comes from the bottom 20% of your customers. This bottom 20% is sucking the life out of you. They are a needy bunch and you would be far better off methodically eliminating them while adding more clients that resemble your top 20%.

4. Do your homework

I never cease to be amazed at how little most salespersons and the companies they work for know about their clients and prospects. Make a list today of your top five clients and prospects. Now do your homework and answer these questions:

♦ How do they make money?cklist men
♦ What are their top three business challenges?
♦ What charities do they support?
♦ What does your main contact at the company like to do when they are not working?

This information is the start to building your knowledge base and a relationship that goes beyond the transaction. Now, put the power of the internet to work by setting these clients and prospects up on Google Alerts – http://www.google.com/alerts. This way you will always have the latest news about them. Use your new knowledge to send thank you and congratulations cards and for discussion on your personal visits and phone calls.

5. Get help

Lastly, don’t try this alone because odds are you will fail. Make an investment of your time, effort and money in a quality training program that has a coaching component. bizwoman watering plantCoaching is what separates the wannabe’s from the successful. Just like the best athletes in the world have coaches, so do the best and most successful business people.

You can change. You can have balance back with less stress and more productivity. It is up to you.

Final Thoughts

According to Dana Borowka, CEO of Lighthouse Consulting Services LLC, hiring the right people is key to future growth. If you would like additional information on hiring, please click here to read an article on this subject.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014

Jim has over 25 years of experience in top management positions. He has been President of four companies in all phases from start up to being acquired. Jim is a seasoned entrepreneur and businessman. He is an experienced trainer, speaker, consultant and executive coach. His diverse background brings experience in strategic planning, business and brand development and strong organizational skills. Jim has worked with many companies and organizations from large to small including AFLAC, Qualcomm and ViaSat.

Jim clearly understands the issues facing businesses today. Competition has shown the need, more than ever, for companies to differentiate themselves. His background and success of building companies through relationships allows him to share his insights providing real change to companies and organizations desiring to excel. He routinely works with key executives developing short, mid and long range strategic plans for relationship, productivity and business development. To contact Jim, please give him a call at 760-888-6228 or email him at jponder@turnkeysr.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

To order the books, Cracking the Personality Code” and “Cracking the Business Code, please go to www.lighthouseconsulting.com.

Hiring Sales People & Attracting Top Talent!

By Dana Borowka

In this day and age, making the wrong hiring decision can cost you $50,000 to multiples of millions of dollars!! That’s a high price to pay, and it’s a conservative figure when you factor in the emotional pressures of training, evaluation, termination and then starting the hiring process all over again. By refining your hiring process, you can turn hiring into a profitable and successful venture.targets

Creating an Effective Recruitment Program

There are several steps to creating an effective recruitment program. The first starts with the basics – the job description. Many companies don’t even have job descriptions for their positions and that’s one of many hiring pitfalls. It’s very difficult to describe a position to a candidate, without having it well defined. The next problem with job descriptions is that they are usually not definitive enough. It’s important to detail the expected job performance outcome, and be very specific in what is needed and expected. The job description should have 30-, 60-, 90- and 180-day objectives, so the candidate has a clear understanding what is expected for the job. Be sure to review and update job descriptions regularly, as company needs and expectations for a position are bound to change.

The next step is to define where to recruit candidates or target your recruiting process. Now that you have an idea of what you need and expect for the position, where do you find this treasured person? There are many resources: Referrals, recruiters, ads, college placement centers, .com listings, etc. Of course, referrals are usually one of the best sources for candidates and giving out the job description to business associates and friends may reveal the perfect candidate. When working with recruiters, it is very important to be as specific as possible to avoid your time being wasted with unqualified candidates.
The same is true for ads so that the ad is as definitive as possible. College placement centers are not only good for recruiting college grads, but usually have facilities to list positions that require extensive experience too. They can be especially helpful if they are in close contact with the alumni association.

Resumes, Resumes… Piles of Resumes

Soon in your hiring process, you will be faced with a big pile of resumes. Look for resumes that are specific to your needs and notice the presentation style, which will tell you a great deal about the candidate. It is helpful to decide what the priorities are for the position and look for those first in the resumes. Once you have settled on a few resumes, we suggest the two step approach to interviewing. The first is the telephone interview, which can save you valuable time and effort. Ask the candidate a set of specific questions, such as: Why are you interested in this position? Please describe three key attributes that you have to offer to our company? Give me one significant program that you had an impact on in the last six months? Listen carefully to the candidate to see if the response fits the job description. This process allows the candidate to earn a face-to-face interview.

Interviewing – The Art of Listening

When interviewing in person, it is important to listen and not let emotions take over. The candidate should talk about 80 percent of the interview and the interviewer only 20 percent. The goal for interviewing effectively is to note their thinking patterns, and not get caught up in appearances, impressive schools or companies. During the interview, questions that are more specific are helpful in making successful hiring decisions. Some examples are: What significant impact have they had at three or more companies on their resumes – ask for specifics, percentage of change; Please describe in detail what brought about the change; What was their process, from A to Z? and ask how the magnifycandidate would handle a specific problem that you have seen in the position.

Identifying the Inner Traits of a Candidate & How to Best Manage the Individual

Once a candidate has been selected, then the most difficult part of the hiring process begins – reference checking. Many firms find professional organizations helpful when making background checks. Yet, as the old saying goes, “You never know someone until you work with them, travel with them or live with them”. Through in-depth work style and personality testing, you can reduce the possibility of making a hiring error. An in-depth assessment can identify inner traits of a candidate if the appropriate assessment is selected.

The following are some things to think about when reviewing various work style & personality profiles:

  1. Training or degrees required for interpretation of the data. Weekend training programs can be problematic since testing and human behavior is a very complex subject. When making hiring or internal decisions, organizations need as much information and understanding as possible as the consequences can be very costly.
  2. A copy of the resume should be supplied to the testing company to review when discussing the assessment results. We suggest to make sure that the testing company uses resumes as part of the process when reviewing the assessment on a candidate.
  3. Scale for “Impression Management” to understanding accuracy of results and if someone is trying to ‘fake good’. The questionnaire needs at a minimum of 164 questions to gather enough data for this scale.
  4. Common warning signs: When a representative uses absolute statements when describing human behavior, like ‘People are all the same’ or ‘People don’t change.’ This will convey what their level of understanding of the human personality is. Or when someone claims that their profile is 98 or 99% accurate, which rarely can be clinically supported. If you hear this, ask how the data was collected.
  5. Career Matching: Some organizations claim to know what the perfect “sales person” or “secretary” is from a personality perspective. Ask how many careers and occupations have been studied; is the data base validated by outside organizations or only by “applied in-house studies”. “Ideal” is very difficult to define due to the variance of geography, job history and education. What is most important is if the individual has a similar thought pattern that meets the criteria within the job description.
  6. Number of clinical studies conducted by major universities and there should be multiple studies for validation purposes.
  7. How long has the profile been used – what is the history.
  8. How often is the normative database updated and where is the data coming from. (For example, U.S. Census 1990, 2000)
  9. Cultural bias – is it built into the profile and for which countries.
  10. Does the profile meet U.S. government employment standards? Has it been reviewed for ADA compliance & gender, culture & racial bias?
  11. Reading level required (5th grade English, etc).
  12. Number of profiles administered.
  13. Number of actual primary scales as defined by the “Big 5” testing standards. Many tests will claim to have more scales than they actually have – this can lead to misrepresentation of data.
  14. Does the data provide the depth necessary, to understand how an individual is wired inside?
  15. Validity, reliability and basis.

These are some general questions and if a profile falls short in any one area, we strongly suggest additional research into the accuracy of the data being generated.

Legal Guidelines & Other Important Stuff

A common inquiry from companies and organizations is about the legal guidelines in providing assessments to candidates. Since industries vary, it is always best to check with a trade association or a legal representative. The general rule is that a test or any set of hiring questions needs to be administered to all final candidates in order to assure that discrimination is not taking place. More information may be found at the EEOC website, in the Disability-Related Inquiries and Medical Examinations of Employees section.scale

Another question is how do new hires usually feel about taking an in-depth work style assessment. It shows that a company is serious about who they hire. If the company presents the testing program as a method of assuring both parties that they are making the right decision, the individual usually responds very well. The bottom line is that hopefully turnover is greatly reduced.

An in-depth assessment can be very helpful for personnel development and succession planning. As a hiring tool, they can be used to develop additional questions for interviewing and confirming the interviewer’s intuition that might be overlooked. This process gains more reliable and accurate data in order to effectively manage individuals to make hiring and personnel decisions a win-win for everyone.

If you are a hiring manager and would like to see a sample of an in-depth work style and personality profile or get more information, please contact Dana Borowka at Lighthouse Consulting Services, LLC, (310) 453-6556, extension 403 or email at dana@lighthouseconsulting.com.

The key to onboarding is to understand what the individual needs in order to be successful. The information collected from an in-depth work style assessment can be used as a caching and management tool in order to reduce the learning curve and help the individual hit the ground running!

As you have seen, a successful hiring program requires many components that work together to provide the needed information for difficult personnel decisions. Combining a puzzlewell-defined job description, targeted recruiting and focused interviewing with an effective in-depth work style and personality evaluation program, turns hiring into a profitable and rewarding process.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014 This information contained in this article is not meant to be a substitute for professional counseling.

Dana Borowka, MA, CEO of Lighthouse Consulting Services, LLC and his organization constantly remain focused on their mission statement – “To bring effective insight to your organization”. They do this through the use of in-depth work style assessments to raise the hiring bar so companies select the right people to reduce hiring and management errors. They also have a full service consulting division that provides domestic and international interpersonal coaching, executive onboarding, leadership training, global options for expanding your business, sales and customer service training, operational productivity improvement, 360s and employee surveys as well as a variety of workshops. Dana has over 25 years of business consulting experience and is a nationally renowned speaker, radio and TV personality on many topics. He provides workshops on hiring, managing for the future, and techniques to improve interpersonal communications that have a proven ROI. He is the co-author of the books, “Cracking the Personality Code” and “Cracking the Business Code”. To order the books, please visit www.lighthouseconsulting.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

Is This the Year to Fix Your Sales & Customer Service Problems?

By Rob Hupp

[dropcaps type=”circle” color=”” background=””]I[/dropcaps]t is another new year and company presidents and business owners are busy rolling out their plans and strategies. If you own or lead a business (or part of a business), answer the following questions about your operation:

[ws_table id=”21″]

Self Score: Your answers as indicated:

  1. For Question 1-5, 7 and 10, each ‘yes’ is worth 1 point.
  2. For Question 6, each ‘no’ is worth 1 point.
  3. For Questions 8 and 9, each ‘proactive’ is worth 1 point.
  4. Total your points and award a school style letter grade.biz football plan

If your score and letter grade are less than stellar, take some momentary comfort in the fact that you are not alone. Is this the year to expend some concerted effort and initiative working on sales and customer service? If faced with a production problem, an engineering challenge, or financial hurdle, these same presidents/owners are inclined to tackle the problem head-on until a solution (or at least solid plan for the solution) is in place. However in the world of sales and customer service, sometimes a sense of fatalistic resignation sets in and mediocre results beget more mediocre results.

Let’s be clear here. Increasing sales and retaining customers is difficult challenging work. That said, business growth and valuations are largely influenced by a CEO’s ability to grow sales over time. What are the biggest challenges CEOs face in growing sales? First, they must overcome their own widely-held self-limiting beliefs around fixing the problem. Second, they must address the five most common reasons they and their people struggle in this pursuit.

Reason #1 – Buyers have a system, sales people usually don’t.

Buyers have an effective system to deal with salespeople. The buyer’s system is designed to get as much information as possible and to keep them in control of the situation. This system turns sales people into unpaid consultants, leads them on until the buyer has all of the information he needs, and often results in the buyer using their proposals to negotiate better deals with the current supplier or a competitor.

So how do most sales people deal with the buyer’s system?

bizpeople on chessbdMost play right in to it. Many don’t use a systematic approach to selling and find themselves ‘winging it.’ They allow the prospect to take total control of the sales process. They eagerly:

  1. Give their information
  2. Make commitments without getting any in return
  3. Waste resources on pursuing deals that will never close
  4. Make unneeded concessions
  5. Misinterpret the ubiquitous “I’ll think it over and get back to you” as a future sale
  6. Lose deals to competitors with strong sales people

The Solution?

A non-traditional approach to selling that provides a system that everyone 100% buys in to. The system should balance both the buyer’s and seller’s interests.

Reason #2 – Spending too much time with prospects who will never buy.

A sales manager recently evaluated two of her reps like this:

“Gary spends too much time with non-buyers, and gets too involved in non-productive activities. One root cause of this behavior is that he doesn’t ask the tough questions.”

“Amy is strong with users, but both she and Gary have lost deals because our competition has contact and influence at the CEO and Executive Director level, and they do not.”

Why is this true?

First, sales reps won’t ask the hard questions up-front for fear of making their prospects angry. Second, prospects don’t like to say no. They go to great lengths to avoid a direct ‘no.’ Third, sales people don’t get to real decision-makers. Instead most salespeople spend time with “comfort people” who are easier to get in front of, and with whom the salesperson is more comfortable talking.

Fact: 60% of a salesperson’s time is spent in front of people who will not or can not buy their product or service.

The Solution?

Sales reps need the tools to separate tire-kickers from buyers and an approach to obtain executive access and sponsorship early in the sales cycle. Learn to qualify your prospects out, not qualify them in. The top producers learn to ask the hard questions up-front, to save resources for real opportunities, and realize “NO” is an acceptable response from a buyer. “Going for the NO” requires a tremendous paradigm shift for most sales people, but it can take all the pressure off the rep and increase his productivity. The prospect is also a beneficiary, because it makes the process feel more like buying than being sold.

Reason #3 – Product training is over-emphasized, product knowledge misused, and selling becomes presenting.

Most training for sales personnel focuses on product knowledge. In fact, 80% of training provided for direct sales people and channel partners is product-oriented. Sales people, once filled with product features and benefits, are eager to share this information. The focus then becomes totally on the product or service, and not on the buyer and his problem, where it belongs.

The Solution?

Provide a systematic approach to selling so salespeople can lead the sales process, help buyers clearly define their problems, and co-build solutions that exactly fit their needs. Product knowledge is important, but how it’s used at each phase of the buying process is key.

Reason #4 – Lack of sufficient prospecting.

bizman exploring tunnelAll professional salespeople will eventually be faced with a bout of call reluctance. You know the story – they have so much paperwork on their desk they can’t possibly find the time to prospect for new business or they’re so busy calling on existing customers (who incidentally aren’t buying anything) there’s no way they could add any new appointments. Sound familiar?

The Solution?

A fresh approach to prospecting using tools and techniques to fill the pipeline with quality opportunities. Greater effectiveness and success leads to even more success. Nothing motivates professional salespeople like winning.

Reason #5 – Salespeople – and the leaders they work for – don’t treat sales as a profession.

Professionals like doctors, lawyers, engineers, consultants, educators, and CPA’s all have one thing in common – they went to school to learn what they needed to start their careers and they attend continuing education to maintain and increase their proficiency. Salespeople often lack formal education in selling skills and ongoing continuing education. How many salespeople are continually seeking new ways to increase their skills? How many have the attitude, “I’ve been selling for years, what more can I learn?”

This is a problem sales people can’t remedy on their own. Management must be supportive of investing the time and resources needed for salespeople to acquire, develop and retain critical selling skills.

The Solution?

Like top professional performers in any field, the top 20% of salespeople (and the business leaders they work for) look for ways to sharpen their skills to gain the fine edge that leads to consistent positive results.

By applying proven solutions to these common problems, it is possible to change how one sells and services and thereby achieve more consistent business results. This is not a quick-fix. It requires a level of commitment, investment and guidance to implement successfully. Is this your year to address your sales and customer service challenges?

Final Thoughts

According to Dana Borowka, CEO of Lighthouse Consulting Services, LLC (www.lighthouseconsulting.com), hiring the right people is key to future growth. If you would like additional bizman walking tallinformation on raising the hiring bar, please click here to see an article on this subject.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014

Rob Hupp is President of Roth|Hupp Growth Partners, Inc., a business development consulting firm specializing in helping organizations and individuals increase their revenues through more effective sales and management practices. Rob can be reached at 310.890.3704 or via e-mail at rhupp@rhgp.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

To order the books, “Cracking the Personality Code” and “Cracking the Business Code” please go to www.lighthouseconsulting.com.

Are Your Salespeople the Issue or is it Something Else?

By Patrick McClure – Excerpt from the book, Cracking the Business Code

I once knew of a company that seemed obsessed with coming up with “Next Year’s Plan.” Every year, the key sales and marketing managers were called in and told that they had to put together “The Plan” for next year, and that it was critical this be completely done and ready to announce to the troops Bizpeople with large paper rollby the end of December. The revenue targets needed to be in place, the organization should be finalized, accounts and territories completed, the bonus plan approved, and everything must be ready to “rock n’ roll” so they could get off to a fast start in the coming year.

Something was missing, I thought. What about the year we’re just completing? Shouldn’t we take a long hard look at what we got right, and where we fell short? Shouldn’t we take a pause, look deeply into our performance, and critically evaluate our performance before we dash willy-nilly into planning for the future?

Fortunately, wiser heads prevailed and this company, a leading technology firm, decided to perform a thorough analysis and because of what they learned, were able to chart a much more accurate path into next year’s sales success. What about your company?

The Seven Step Sales Diagnosis Plan & Sales Performance Assessment

Here’s an easy-to-use template to follow in conducting an analysis of how you performed last year. You can focus this analysis on sales and/or marketing, or you can use it to analyze other departments or the entire company. If completed thoroughly, it will provide valuable insights, which can be used when building your next year’s sales plan or adapting your current one.  Later in this article, you will be able to take a sales performance assessment.

1. Sales Objectives for Year ______ and How Many Were Achieved

These are the “big picture” goals and objectives that you established at the beginning of the year, and they were targeted to be accomplished during this year. Some examples might be:

•  “To Grow Revenue in the Southwest Region by 25%”
•  “To expand our sales team by adding two new Sales Executives”
•  “To open a new office in New York”
•  Go through the list and check off which were achieved and you’re done!

2. Sales Quota/Targets for Year ______ vs. Actual Performancebizman shoot arrow at targets

This is where you examine your actual sales numbers and compare them to your targets. There are dozens of programs to conduct sales analysis, and you should have ready access to these figures. At a minimum, you should evaluate the following:

•  Total Sales Revenue Achieved as a % of what was assigned
•  Total sales by rep/region versus what was assigned
•  Comparison of these sales results to the past five years’ results
•  Amount of Revenue from new accounts versus total revenue (Growth)
•  Key Sales Ratios:

    1. # of inquiries that convert to qualified opportunities (% qualified)
    2. # of qualified opportunities that closed (the closing ratio as a %)
    3. Average order amount
    4. Average time to close an order
    5. How many opportunities are in the pipeline?

Of course, you can spend a lot of additional time digging deeper into these numbers, but the above will give the management team a good snapshot of sales performance and results.

3. Highlights for the Year

This is a review of the highlights of the previous year or planning period with particular attention paid to any strategic achievements. Included here would be key achievements and a brief explanation of why they occurred, i.e., number of new accounts, new business vs. sales to existing customers, improvements in recurring revenue, changes in client size, wins vs. competition, market share, etc.

4. Lowlights for the Year

The next part reviews the lowlights of the previous year. Included here are the key shortcomings and a brief explanation of why they occurred. While this section can be “painful” to review, it has the benefit of helping focus on areas offering potential for improvement and frequently points to areas that, once improved, offer significant payback.

5. SWOT Analysis

The next section is a SWOT Analysis. It details strengths, weaknesses, risk assessment (threats), and opportunities for the coming year. Given the highlights, lowlights, and challenges you are facing, where are the best opportunities for you to focus on in the coming year.

An example of a SWOT analysis for a small manufacturing company:

Strengths

Weaknesses

• Custom manufacturing excellence • Lack of marketing & advertising
• Management team experience • No sales management
• Experts in industry • Management conflicts and churn (lack of stability)
• Products built to last forever • Weak sales volume
• Engineering excellence • Minimal lead generation
• Loyal staff • Lack of CRM, accountability
• Strong customer base • Weak manufacturing economy

Opportunities

Threats

• Rebranding • Lack of funds to travel
• Capturing new markets • Brand not visible in marketplace
• Increased marketing and social networking to     drive leads • Competition
• Develop outsourced services • Morale problems due to low production and revenue
• Increase service revenues, support contracts, upgrades, spares • Uncertain economic conditions
• Excess capacity to utilize • Not a full service solution set
• Not keeping pace with technology

6. Top 3 Problem Areas to Fix

Given the above analyses, it should become evident where the problem areas might be. In the sales arena, you would look for where the biggest LOSS of customers/prospects occur, or where the sales team is most challenged. For example, you might find that your salespeople are excellent at presenting their product/services, but they may be weak at finding and developing new business. Or, the challenge for your team is weakness in handling common objections, resulting in failure to close sales. There are a myriad of potential problems; you are looking for the “top 3” that, if fixed, will result in huge improvements in performance.

7. Top Three Opportunities for Growth

On the plus side, you should also uncover some “silver bullets” that will allow you to rapidly grow your business and capture market share. One of my clients learned that they were not bizwoman watering bldgssending copies of invoices from inside sales to their outside sales reps, thus creating confusion among their customers and losing potential upside business. They were sitting on $2 million in potential business locked away in file cabinets at headquarters, and they didn’t even know it!

Take advantage of this time, right now, to highlight your top three biggest growth opportunities.  Later on, you’ll develop sales strategies and campaigns to take advantage of these high-potential areas.

Patrick is offering complimentary 30 minutes over the phone to provide a sales operations assessment to identify likely root causes of sales productivity issues with at least three actionable ideas. You will discover critical problem areas, recognize underlying causes of these issues, learn at least three new ideas to implement and begin a plan of action. To learn more, email patrickm@lighthouseconsulting.com.

Patrick McClure is a Master Sales Coach, expert in Selling Across Generations and a Sr. Sales Consultant for Lighthouse Consulting Services: – Over the past 30 years, Patrick has trained salespeople and managers to drive breakthrough sales results using innovative and practical techniques. He has a knack for reducing the most complex problems to utter simplicity and showing his audience exactly how start winning new clients. During his corporate career, Mr. McClure sold over $250 MM worth of products and services at corporate giants such as IBM, Hitachi Data Systems, EDS and Digital Equipment. He is a black-belt master at selling complex business solutions to C-Level executives, and today he will share his secrets with small companies hoping to crack into the Fortune 1000. As the author of 3 books on selling, Patrick passionately and patiently serves up his wisdom to readers, clients, and audiences. He caters to both small and large firms seeking to close more business. You can contact Patrick at patrickm@lighthouseconsulting.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, Santa Monica, CA, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style & personality assessments for new hires & staff development. LCS can test in 19 different languages, provide domestic and international interpersonal coaching and offer a variety of workshops – team building, interpersonal communication, stress & time management, sales & customer service training and negotiation skills as well as our full-service Business Consulting Division. To order the books, “Cracking the Personality Code”, “Cracking the Business Code” and “Cracking the High-Performance Team Code”, please go to www.lighthouseconsulting.com.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2023

Ten Surefire Ways to Improve Your Sales Calls to Meet Monthly and Quarterly Goals

By Rob Hupp

[dropcaps type=”circle” color=”” background=””]I[/dropcaps]n pursuing and successfully closing business with prospective clients or customers, it is often necessary to conduct one or bizman and phonemore sales calls. Depending on the nature of your business (and location of your prospect), these calls can be conducted in person or by phone. The experience and information shared in this article are applicable to either type of sales call. (These sales calls precede presentations or proposals which we will cover in a future article.)

The purpose of the sales call is for both seller and buyer to determine whether or not there is sufficient overlap between the buyer’s needs and seller’s capabilities to merit considering doing business together. If this critical overlap is present, there are a number of questions, issues and challenges that both parties need to discuss and work out to achieve a mutually-beneficial business arrangement. The ten tips in this article are for sellers endeavoring to conduct more effective sales calls with their prospective buyers. (That said, prospective buyers, these tips are also relevant to you and your purchases.)

1) Follow a communications/discovery process and share the process with your prospect

Enlighten your prospect as to how you suggest going about determining whether or not it makes sense to work together. Outline the steps in the process and solicit their input and concurrence. “Typically when I first meet with the owner of a firm like yours, it makes sense to discuss Item A, Item B, and Item C. Are there any additional items for today’s meeting and do you agree with this list?”

As adults, surprises do not generally lead to positive outcomes. When both parties know what is going to happen next, it reduces anxiety and increases ability to focus resulting in enhanced communication.

2) Know what you want to accomplish in each meeting

Specifically what do you need to determine and communicate in your next meeting with a prospect? Just keeping the dialogue going is probably not a sufficiently specific goal for the upcoming call. You may need to determine delivery timeframes, budgetary constraints, and approval process.

There are usually two facets of communication and discovery that are going on here: first, substantive discussion of needs and potential solutions and second, based on this interaction, do we believe we can work together effectively? Most sales calls focus on the substance of the discussion and often minimize the significance of assessing ability to work together. If after several meetings you have misgivings about your ability to work together, it probably makes sense to address this concern in one of several ways.

3) Set an Up-front Contract for each meeting with the prospect

An Up-front Contract is more than a meeting agenda, but an agenda is a good start. In addition, it is worthwhile to explicitly identify beforehand the purpose of the meeting, how much time is set aside, attendees and acceptable outcomes of the meeting. The Up-front Contract is reviewed with the prospect and agreed to in advance of the meeting. It helps to eliminate those pesky surprises such as walking into a boardroom full of people when you expected to meet only with your prospect and the firm’s marketing director.

4) Prepare your list of questions and discussion paths beforehandwoman with list

It is advantageous to formulate your list of key questions and discussion items prior to the meeting. By being prepared, you are less likely to forget raising a very key item. More importantly, you are better able to focus your energy, intellect and attention on really listening to and absorbing what the prospect is saying. If you are less worried about what you are going to say or ask next, your listening and bonding and rapport are heightened.

5) Dial in to the prospect’s communication style and cues

As we are reminded, communication is more than merely words exchanged. Tonality and non-verbal cues such as body language can convey critical feedback. If you sense your buyer is being increasingly uncomfortable, take the heat yourself and offer up “I may be reading the situation incorrectly, but I am sensing you are uncomfortable with this discussion. Do I have this right, and what can we do to alleviate your discomfort?”

6) Follow the 70/30 rule

The rule is simple to state and more challenging to implement consistently: listen 70% of the time and talk 30% of the time. Use your 30% ‘talk time’ to ask the questions you prepared as well as to pose additional clarifying questions based on the prospect’s responses.

Sales calls are not the place to inundate the prospect with features, benefits, history of your company, etc. Sales calls are for you and your prospect to discover his problems/issues, constraints, etc. and agree on an approach to solve. By asking great questions, really listening, and seeking further clarification, you are facilitating more effective discovery and agreement. (Your prospect will not feel like he is being ‘sold.’)

7) Resist the urge to dispense free advice

As a professional in your field, you possess a wealth of knowledge and experience you are anxious to share with the world. STOP! At this preliminary stage of discussion, you may not yet know enough to accurately diagnose the prospect’s problem(s). You may be doing your prospective client and yourself a disservice. If you do solve the problem now or the prospect thinks you have offered up a solution, chances are you’re done and out.

Complete your discovery discussion with the prospect prior to proposing a solution, even if this means holding multiple sales call meetings. If the prospect pushes you for information prior to completing discovery, indicate you will summarize key findings at the end of each sales call.

8) Validate your assumptions and question what does not make sense

bizman with questionPattern recognition that comes with experience is a powerful tool in solving problems and offering solutions. That said, validate your key assumptions with this prospect. For example, if your prospect is going to have to undergo an extensive financial review to get approval for financing, determine your approach and timing for discussing this with him. Don’t assume everyone already understands such requirements and associated processes.

If in the course of discussion, you hear statements or assertions from the prospect that do not make sense based on your experience or industry practice, respectfully ask for clarification. Don’t provoke an argument but be brave and seek to achieve clarity.

9) Recap and summarize the results of the sales call with the prospect

At the end of the sales call meeting, compare notes with the prospect. Did you both hear the same things and reach the same conclusions? Are there specific issues or differences of opinion or perspective that need to be further analyzed and discussed? What will probably happen next in the discovery process? Can we set an Up-Front Contract for our next meeting or agree to a process and timeframe to set the next Up-front Contract?

10) Debrief the sales call just completed

Congratulations. Together we have made it to Number Ten. After each sales call, sit down with a colleague, an accountability partner, or just yourself and objectively debrief the call. How did you perform on the previous Nine Tip Areas summarized in this article? From the list of nine, identify 2 areas where you performed well and 2 areas for improvement. Be specific as possible. Additionally, review and handle follow-up items from the sales call meeting with your prospect.

Regardless of your business or profession, conducting effective sales calls is a critical skill to acquiring, developing and retaining customers. Don’t leave these important interactions toman growing money chance. Follow these steps and watch the impact on your business.

Final Thoughts

According to Dana Borowka, CEO of Lighthouse Consulting Services, LLC (www.lighthouseconsulting.com), hiring the right people is key to future growth. If you would like additional information on hiring, please click here to see an article on this subject.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014

Rob Hupp is co-founder of Roth|Hupp Growth Partners, Inc., a business development and training firm specializing in helping organizations and individuals increase their revenues through more effective sales and management practices. Rob can be reached at 310.890.3704 or via e-mail at rhupp@rhgp.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

To order the books, “Cracking the Personality Code” and “Cracking the Business Code” please go to www.lighthouseconsulting.com.