ENSURING A SUCCESSFUL SALES CALL
It's always good to have a plan
for your sales visits that can serve as a quick reminder of the essentials. You
can use this checklist as a review before and after each sales call to make
sure you cover all the bases. Leaving a sales call and wishing you had
remembered to ask a specific question or show the prospect another product idea
is a horrible feeling; using this checklist may help you avoid that. Edit this
list based on the type of sales cycle you're involved in.
Sales Call Checklist:-
Preparation Prior to Sales Call
- Research the account prior
to the call?
- Learn something about the
person and their business before the meeting?
- Send an outline of the
agenda to the client before the meeting?
- Have three value-added
points prepared?
- Bring all materials,
brochures, contracts, etc.?
- Answer the three important
pre-call questions:
A. What is the goal of the call?
B. What do I need to find out during the call?
C. What's the next step after the call?
Greeting and Introduction
·
Observe the
prospect's office décor (e.g., trophies, awards, pictures and so on)?
- Find out about the
prospect's personal interests, hobbies, family and so on?
- Find out the names of
contacts in the account and write them down?
- Bridge to the business topic
smoothly?
- Listen more than I speak?
(Ideally, you should spend 80 percent of your time listening and only 20
percent talking.)
- Ask the customer about their
business goals?
- Ask the customer what
challenges the company is facing?
Qualifying
·
Find out who
the decision-makers are by asking "Who else besides yourself might be
involved in the decision-making process?"
- Ask what process they
normally go through when considering a new vendor?
- Find out how and why they
made the decision for their current product or service (assuming they are
replacing a product or service)?
- Find out what their time
frame is?
- Find out if funds have been
allocated--and how much?
- Find out their specific
needs?
- Ask if they could change
something about their product or service, what would it be?
Surveying
·
Ask
open-ended questions (who, what, where, when, why, how, how much, tell me about
it, describe for me)?
- Ask about the corporate
structure?
- Ask about the prospect's
role at the company?
- Ask what's important to
them?
- Ask what's interesting to
them and then focus on that?
- Ask what risks they
perceive?
- Ask how we can help solve
their problems?
- Ask what they think about
our company?
- Ask what they like and
dislike about their current vendor?
- Ask how industry trends are
affecting them?
- Ask "what if?"
questions?
- Ask what they would like to
see from a vendor and salesperson in the area of support after the sale?
- Ask what their short-term
and long-term goals are?
- Ask how I can become their
most valued vendor?
- Ask what is our next step?
- Establish a specific
follow-up schedule?
- Parrot the prospect to
encourage him to expand, elaborate and go into detail about each answer?
Handling Objections
·
Listen to
the entire objection?
- Pause for three seconds
before responding?
- Remain calm and not
defensive?
- Meet the objection with a
question in order to find out more?
- Restate the objection to
make sure we agreed (communication)?
- Answer the objection?
- Complete the six-step
process?
1. Listen
2. Define
3. Rephrase
4. Isolate
5. Present solution
6. Close (or next step)
Presentation
·
Prioritize
the prospect's needs?
- Talk about benefits to the
customer?
- Use layman's terms?
- Link the benefit to the
prospect's needs?
- Verify each need before
moving on?
- Present myself, company and
product in a positive light?
- Re-establish rapport?
- Ask if anything changed
since our last meeting?
- Pre-commit the prospect?
- Give a general overview of
the product or service?
- Keep the presentation
focused on the customer's needs?
- Involve the customer in the
presentation?
- Summarize the prospect's
needs and how our product or service meets those needs?
Closing
·
Get the
customer to identify all possible problems that might be solved by my product
or service?
- Get the customer to identify
the value of solving the identified problems?
- Get agreement that the
proposed solution provides the values identified?
- Ask for the order ("Why
don't we go ahead with this?")?
Customer Maintenance
- Write thank you letters for
appointments, orders and so on?
- Earn the right to ask for
reference letters and referrals?
- Establish a schedule for
follow-up calls and customer visits?
- Ask for referrals ("Do
you know three people who could benefit from my product and service like
you did?")?
- Send thank you notes to lost
accounts?
- Ask what are three important
things we can do as a vendor to keep our relationship strong?
This
checklist will help you stay focused. Every time you schedule a sales call, run
through this list before-hand to make sure you're prepared--and after the visit
to see what you can do next time to make the call run more smoothly and
increase your chances of success.