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A true story from our files
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A sales person visited my colleague at our offices to discuss the
purchase of a colour printer/fax/scanner. I was on a potentially
long telephone call when he arrived and I encouraged them to begin
the meeting without me. I joined within only two to three minutes
of the meeting having started. By this time, the sales person had
already (within seconds I believe) begun gesticulating frantically
at the fabulous pictures in the glossy brochure exclaiming 'How
great is that?'
I made my apologies for joining late and sat down. No effort was
made to quickly recap (fair enough, it was me that was late) but
when I asked him to repeat his company name - "Why do you want
to know my company name?" came the response. For those of you
who aren't cringing as you read this - give up now, there is no
helping you. However, if you can see that the opening of this meeting
could have been leagues better, read on and I'll tell you how
The greeting and handshake
The very first impression your contact makes of you happens now. Stand
up straight, smile, ensure your mobile phone is switched off and greet
your contact warmly, using their name with a firm, but not vice-like
handshake. If you are not comfortable making 'small talk', practise
some for this part of your meeting to avoid any awkward silences in
the lift. Don't over do it though - small talk is for this point only.
Get down to the meeting agenda as promptly as you can.
Exchange business cards & check names
Your business card is the thing that your contact will take away
(possibly the only thing) and he may even pass it onto colleagues
or his boss. If you have a business card that resembles the back
of a cornflakes packet and you feel it is best hidden away inside
the front cover of your promotional material, leave it there and
get another job. If it isn't, ensure your card is clean, with no
dog-ears (you'd be surprised) and present it to your contact whilst
asking for one of his/hers. Check the name on the card and ask what
your contact likes to be called:
- "Are you a Steve or a Steven?"
- "Do you prefer Rob or Robert?"
- "Is Samantha OK?"
We're doing business in the 21st century now so there should be
no need to call someone by their surname but if you feel it is required,
ensure you know whether ladies are Miss, Mrs or Ms. You never know
if your Miss Jones has just been jilted at the altar - you calling
her 'Mrs' may be just the excuse she needs to tell you the sorry
tale over a box of Kleenex!
Time check
Check the time your contact has allowed for his meeting with you.
You may have an agenda that requires 2 hours and he may be due to
see his boss in 30 minutes. Stay in control from the beginning and
ask:
- "How are you for time?" or
- "I've allowed an hour, how about you?"
Thumbnail sketch
Check first that your contact wants to hear this:
"What do you already know about ABC Ltd? Would you like a
couple of minutes on who we are and what we do?"
This should be a fairly standard (across the organisation) 2 minutes
on what you/your company does, why and how, to whom and what that
means to your customers. It's a good idea to brainstorm this with
colleagues until you come up with something that hits all the right
marks. Two thumbnail sketches will never be identical as each person
adds their own personal style but the message your contact receives
should be consistent no matter who they meet.
The Quantum thumbnail as an example:
"Quantum is an integrated sales improvement
consultancy with a very hands-on, implementation-biased approach.
We work specifically in the business-to-business arena helping to
improve the sales performance and productivity of companies' selling
operations. I used the word 'integrated' because from top to bottom,
we can address most of what's required to improve the performance
of a selling operation.
We work in three distinct sectors:
Professional Services: Helping those
who, traditionally haven't been required to sell, but are now seeing
this activity as key to their progress and indeed, and are capable
of doing so effectively when given support and a structured sales
process
Mainstream B2B: Helping sales people
from more traditional sales operations who sometimes fall into bad
habits, often feel that time / experience is the main ingredient
to successful selling and hide away safely in their comfort zone.
Start-ups: Helping people who don't
know if they can sell but recognise the need to climb the sales
curve very quickly and to ensure the Quantity, Direction and Quality
of their sales effort is right first time.
At the top of the pyramid we ensure that
we understand the true marketing objectives of the business which
enables us to identify any gaps in relation to what the company
is trying to achieve in terms of revenue targets, market share,
margins, penetration - then to identify and implement the missing
pieces of the 'sales jigsaw'. This ensures that all our actions
thereafter are positioned and flavoured by this understanding. We
then work to integrate a number of processes and organise the right
critical path for achieving improved sales productivity and profitable
growth.
Does that give you enough of a flavour?"
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