Your business lives or dies on your
sales and often that rides on the success of the sales call. The more
of those that end in a handshake and a signature, the better your
bottom line becomes. There is, however, no sure-fire method of
scoring a sale each and every time. You can, however, shift the odds
in your favor (or at least more in your favor) by planning for the
sales call.
Mary Donato, president of Applied
Principles and associate director of the Institute for the Study of
Business Markets, writing for Sales and Marketing Management
Magazine has looked into the issue of pre-sales call planning and
has come up with several steps to follow to give you and your sales
staff the best chance to succeed.
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Decide what you want the client
to decide or agree to once the meeting is over. How will you get
them to agree to move on to the next step? What will you recommend
at the end of the meeting?
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What does the client have to
believe about you, your company, your solution to move on to the
next step? During your first meeting, the client needs to do
most of the talking and you need to be an active listener. But you
will need to ensure they believe you can be an appropriate provider
to them.
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What are key things that you
want to know about the client?
Ensure
that you get a list of the client's issues and know the most
important items on that list. Research their company, don't ask
questions that are already answered on their website, but do ask
thought-provoking, educated questions based on what you learn.
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What are the potential
objections? How will you respond? You should have a list of the
common objections along with the appropriate responses. This can
help you determine if your solution is a fit to the client's
problems or not.
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Create an agenda for the
meeting. Having an agenda provides meeting objectives to all
involved. This is useful since decision-makers usually want someone
who won't waste their time and respecting their time (and yours) is
key to building a successful business relationship.
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Prior to the meeting, email the
client with the agenda and the purpose of the call. Ask them if
they have other objectives they would like to accomplish during the
conversation and give them a chance to bring other, critical people
into the meeting, or suggest others who you would like to include.
Planning is not fool-proof, and you may
find that your plan needs to change on the fly once the meeting is
underway, so be flexible. However, it is still your best roadmap to
take you from that initial handshake to where you want to be—a
sale.
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