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Do you remember that public service announcement reminding
parents about their responsibility to keep tabs on their
children? It first appeared in the late 60's, yet, the message
is just as important today. Even if your children are mature,
responsible, level-headed, and perhaps straight-A students, it's
still your responsibility as a parent to know where they are and
what they are doing. Because, left to their own devices, even
mature, responsible, level-headed, straight-A students sometimes
get into trouble. Or, perhaps they are not doing anything when
there are things they should be doing. (Whose turn is it to take
out the trash?)
What's the point?
Salespeople, even the best of them, can be like children. They
can wander off and get into trouble. Or, they can be doing
nothing when there are things to be done. A public service
announcement for sales managers might be: It's 10 AM. Do you
know where your salespeople are?
In an ideal world, you would assign your salespeople their
quotas, and they would do what needs to be done, how it needs to
be done, and when it needs to be done in order to meet those
quotas. You might check on their progress weekly ... just to
stay in the loop. But, for the most part, you would rely on
their commitment, discipline, judgment, organizational skills,
and selling skills to get the job done.
OK, now back to the real world. Your sales team wasn't made with
a cookie cutter. Members of your team will have different
degrees of commitment, discipline, good judgment, selling skill,
and organizational skill. Their desire and ability to "get the
job done" will vary. Left to their own devices, a few will
flourish, a few will flounder, and the balance of the team will
experience varying and, likely, inconsistent levels of success.
But, your salespeople aren't left to their own devices. They
aren't allowed to do as they please (unless, of course, they are
already working effectively and bringing in the desired
results). Most of your sales team members will require your
supervision, guidance, and coaching to ensure that they are
focusing on the correct things at the correct times and taking
the correct actions.
Require your people to develop weekly plans that describe the
activities in which they will be engaged (e.g., prospecting or
networking), on whom they will be calling, and the purpose and
intended outcome for each activity and call. The weekly planner
not only serves to provide focus for your salespeople, but it
also provides you with benchmarks by which to measure their
performance and judge their ability to execute.
For the "flourishers," a weekly review of their plan may be all
that's necessary. For the "flounderers," a daily plan, perhaps
with an hour-by-hour schedule, may be more appropriate. Make
sure they are doing productive work during prime selling hours
and "paper work" during off hours.
Use the weekly and daily plans to not only assess their
performance, but also to identify topics for coaching sessions.
Review the plans with each team member to determine:
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Did they do what they said they
would do? If not, why not?
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Did they accomplish what they set
out to accomplish? If not, why not?
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Was their week filled with
productive activities? Too many? Too few?
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What could they have done
differently to achieve a better result?
Succeeding without a plan is getting
lucky. Succeeding with a plan is working smart. Don't allow your
salespeople to rely on luck. Instead, help them work smart.
© Sandler Systems, Inc. All rights reserved.
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