In Sales, How to Deal with the Hand-off

the hand offYou spent weeks, if not months, working with your client to close the sale. Just when you think you finally see dollar signs in your eyes, your client decides to hand you off to someone else.

What just happened?

You just got handed over to someone else who may or may not give a damn about what you are selling. In fact, he may never even have heard of you or your company before.

Why did this happen?

First, your client wasn’t a serious buyer. Sure, he may have told you he was the decision maker, but he lied. Don’t be surprised. It happens. In fact, it happens all the time.

Second, maybe your client is interested, but he’s too busy working on other projects, or suddenly, a personal or professional crisis occurred, and he has to break discussions with you temporarily. Because what he’s going through isn’t your business, he hands you off to some flunky or low-level employee to keep you busy for a while until he gets his affairs in order.

Third, he honestly wants a second opinion from an outside expert or consultant, so he decides to have an outsider hear what you are pitching. This happened to me once when I was selling password security software. After months of free trials and online tours, the decision maker wanted to cover his ass, so he decided to bring in a cybersecurity expert to review the software I was selling. Was I confused and hurt? A little. But then I put myself in my client’s place – because this was going to be a significant order for him, he wanted to get a second opinion before signing the dotted line. If I were in his place, I probably would have done the same thing.

So, rather than get my feelings hurt, I decided to treat the outside consultant with respect. I repeated all my online tours. I provided him with all the information I sent to my client. I patiently listened to all his questions and answered them accordingly. In a couple of months, my efforts paid off – I won over the consultant, he became my advocate, and I got the large order.

How to avoid the hand-off?

First, make sure your client is the decision maker. And in most cases, the decision maker isn’t always one person. Sometimes decisions are made by a series of people in upper management or even by a committee.

Second, try to get a time commitment from your client. What is his deadline? Is there a sense of urgency on your client’s part to making a purchase? Or, is he just window shopping.

And finally, if you do get handed off, don’t panic. Depending on what you’re selling, the sales process could take a long time. Be persistent. Be professional. And if all else fails, there are other fish in the sea. And who knows, your current fish that you’re trying to reel in may just voluntarily jump on your boat when you least expect it.

A hand-off doesn’t always mean you’re getting the backhand. It just means you have to work harder to seal the deal.

Note: If you like this post, please read my book: Advice for New Salespeople: Tips to Help your Sales Career

 

Should you send out Reminder Emails?

sending reminder emails to clientsAfter months of work, you finally scheduled an online tour or webinar with a large client. You sent him the meeting invite to his Outlook Calendar. He has accepted your invite.

The tour or webinar is tomorrow. Do you send your client an email reminder notice? Or do you just assume that he will be available tomorrow when you call and do the presentation?

There are two schools of thought about this issue –

1). Don’t send the reminder

The thought behind this is that if you send a reminder, the client may use that as an excuse to opt out. He may have second thoughts about viewing your tour. As a result, your client may send you a lame ass excuse about his cat being ill, or he has a conflict on his calendar, or he will suddenly be out-of-town tomorrow.

Not only are you a believer in the “assumption close,” but you also believe in the assumption meeting, i.e., you take the client’s word that he’s going to show up, so why give him an excuse to bail out on you. You call tomorrow and hope and pray he will pick up the phone and be available for your presentation.

2). Do send the reminder

The thought here is that by sending your client a reminder you are showing him that you a professional. Sure, you know that your meeting invite is on his Calendar. Sure, he accepted it a week ago. However, you know from experience that professionals like yourself are busy. So sending a reminder is your way of being polite.

What would I do?

I would send the reminder. Why? Because by sending him a reminder a day or so in advance you are showing professional courtesy to your client. But most important of all, you want to make sure your client is really serious about viewing your presentation. Let’s face it, not everyone is going to be excited about your product or service as you are. Sure, they may tell you to send them a meeting invite to make you feel good or to save face. But a few minutes before the presentation begins, you receive a last-minute cancellation, or without any advance warning, the client doesn’t appear at all.

In short, you have a “no show.”

We all know it takes time to prepare for a presentation. Like most salespeople,  you already have prepared a set of slides or screens shots in place, and you probably have customized your demo, e.g., adding certain benefits that you know the client will like, or addressing specific pain points that you know the client needs to resolve. But all that work takes time.

Better to know in advance if the client isn’t going to show up, so you can devote more time scheduling other appointments, prepare for other tours, or make sales calls.

And who knows – maybe your client is being honest and can’t view your presentation. No worries. You can always reschedule.

If you like my post, please check out my book Advice for New Salespeople: Tips to Help your Sales Career.

21 Lead Generation Strategies from School Fundraising Events

sales lead generation ideasI received the email below from Ashley Huber, a volunteer at School Fundraising Events, a website that provides a wealth of information on school fundraising and resources.

I’ve decided to publish the email, along with a helpful link on 21 Lead Generation Strategies. I believe the link is a great resource for anyone seeking ideas on how to increase new business.

Please read

Good afternoon,

My name is Ashley Huber and I volunteer with a summer business and entrepreneurship program for gifted children. The students are interested in launching, owning and managing their own companies and brands.  They have been very excited about coming up with creative ways to market themselves and their ideas. Even though the kids I work with are still young, they have been doing a lot of research at home and as a group.

Today, the students came across your website http://dononselling.com/10-things-start-up-owners-need-to-know-about-selling/ while looking for inspiration on how to advertise a businesses and brand themselves through networking and social media leads. We want to say thank you! The students are hoping to use community outreach to expand their own companies in the future.

One of the kids, Nick, did some research on his own to figure out how to attract new consumers and organizations interested in supporting, investing, and buying from a new business. He shared this resource article with the class: https://www.hipb2b.com/library/21-lead-generation-strategies.html

I suggested that he and his peers share this with you because it is such a great resource for anyone looking to generate leads locally, nationally and even online to expand their business and make their brand well-known. I also want to impress upon them that even though they are young, reaching out and simply asking others can help accomplish things that the kids might not otherwise think can.

Would you please add a link on your webpage to the resource article Nick found? He would be so proud to see that you did, even if it’s only for a little while, and we also think that your other visitors will find it useful. I also don’t think it hurt that I promised the whole group a networking and pizza day if you added Nick’s article! Please let me know if you’d be willing!

I hope to hear from you soon!

Ashley

Ashley Huber
ashley@schoolfundraisingevents.com

Motivational Business Quote of the Month: “Communication is the key to success in business!”

Are you a sales lead squatter?

I recently read comments on a discussion board from a salesperson who complained that he and his team were being laid off partly because senior “lazy” salespeople were sitting on good leads for too long. In addition, another sales office might be shut down soon.

His argument was that if the senior salespeople cannot convert leads into sales by a certain time period, they should transfer those leads over to junior salespeople who may have a better chance of converting them. He further argued that junior salespeople are more hungry and motivated to close good leads because they don’t have large pipelines to cushion themselves when meeting quota.

Are you a sales lead squatter?Squatting on good leads has always been a touchy subject in sales. On the one hand, you want to be fair to salespeople and give them enough time to work the leads. Depending on the industry you are in, it can take anywhere from a couple of weeks to two years before you can convert a lead into an order.  On the other hand, if you suspect that a salesperson isn’t putting enough time and effort into working the lead, and you feel you could do better, what should you do?

While you can privately complain to others, the best approach is to discuss the issue with your sales manager. But you don’t want to appear greedy or bad mouth your colleague. Instead, you want to take a more “we need to work as a team” or “we need to do what’s right for the company” approach. Maybe offer some suggestions on how you would approach the non-responsive lead. Chances are if your manager is smart, he probably is already aware that there may be a problem. But if you don’t complain, he may not move quickly to resolve the issue.

Why? Because most managers know how sensitive lead transfers can be. It takes a certain amount of deftness and diplomacy to remove leads from one salesperson to transfer them to others. I’ve seen fights and arguments break out on this very issue. In fact, I’ve seen salespeople quit on this very issue.

While this problem can be handled on a case-by-case basis, the best way to avoid sitting on good leads too long is to set some ground rules from the very beginning. This way everyone knows up front what is expected of them, and what benchmarks they need to achieve in order to keep their leads.

The ground rules could include the following –

1). Number of attempts – while I don’t believe that sales is a process or a numbers game, you would expect a salesperson to make anywhere from 6 to 8 attempts, i.e., phone calls, emails, voice mail and maybe even a customized direct marketing piece. Again, depending on the industry you are in, the attempts could stretch out for weeks, if not months, before a good lead is transferred to someone else, or goes into the dormant file for a while.

2). Has contact been made? – If after x-number of attempts and time goes by, the salesperson hasn’t reached the decision maker (or even knows who the decision maker is), then maybe it’s time to hand it off to someone else. In exchange, give the salesperson some other qualified leads to pursue.

3). Contact has been made, but you’re not getting anywhere – Let’s say the salesperson has made contact with the decision maker, but an order hasn’t been placed. For whatever reason, the decision maker isn’t budging, and no end appears in sight. The salesperson has been sitting on the lead for months (if not years). At this stage, it’s usually better to have the sales manager step in and work closely with the salesperson rather than yank the lead from him. Simply handing the lead off to someone else may undermine your efforts, and force your company to start from square one. Once your manager has reviewed the situation, he can better determine who and how the lead should be managed.

a helping hand in sales4). You know someone who could help – If a salesperson has been sitting on a good lead for a while, and you know of a contact who can help you reach the decision maker, what should you do? In that situation, it may be better to hand off the lead to you. Sometimes, the salesperson sitting on the lead may be grateful that you’re taking over because it means he can focus on more productive leads. In addition, he may appreciate your efforts because he doesn’t want to look bad to his sales manager for not closing the sale. Sure, he may have some initial resentment towards you, but eventually, he may see you as being his white knight rescuing him from a bad situation.

Besides laying out some ground rules, another approach to avoid lead squatting to is hold regular pipeline meetings to review leads and accounts. Usually, pipeline meetings are held once a week. Come to your pipeline prepared. Don’t be defensive. Tell your manager upfront if you are having problems with specific leads or accounts. Ask him for his advice – after all, he’s the manager!

If you know you’re not getting anywhere with a lead, and you’ve tried everything you can, recommend that the account is transferred to someone else. While some may consider this a show of weakness, in reality, most good managers will see this as a sign of strength and maturity on your part. Better to cut your losses early than let them linger on to have your competitors pluck your sale from the company.

Remember, your leads and accounts don’t belong to you. They belong to your employer. Like it or not, your employer sometimes needs to make unpopular decisions that may not appear to be in your best interest, but what is in the best interest of the company as a whole.

Better to hand off unproductive leads to others than lose your job because the company isn’t generating enough sales. Exercising good judgement is better than squatting.

Note: If you like my post, please read my book – Advice for New Salespeople: Tips to Help your Sales Career.

Top photo credit: Brighton housing action via photopin (license)

The Holiday Season is not a slow sales time

Unless you are working in retail, most salespeople consider the holiday season to be a slow sales time. And for good reason. Many key decision makers are taking a long holiday break. Some companies will close down from Christmas Day through New Year’s Day. And even if you are making a lot of sales calls, you are being told to “call back next year.”

But don’t be fooled.

lazy salesman during the holiday seasonHere are five reasons why you shouldn’t slow down during the holiday season –

1). Key Decision Makers may be working – Not all decision-makers are taking a long holiday break. For some, the last couple weeks of December may be a quiet time for them to work. They assume that most salespeople are not going to call them, so they give their receptionist time off. Without the gatekeeper present, this is your chance to catch the decision maker off guard. Lonely and perhaps eager to speak with someone, the decision maker may actually take your call and engage in a good constructive conversation that could yield an order.

2). Holiday Cheer – perhaps happy for having a good solid year, the decision maker may be more receptive to taking your call and speaking with you.

3). Your competitors are not calling – Your competitors are under the age-old assumption that the holidays are a “bad time” to make sales calls, so they are taking a long holiday vacation. With your competitors out-of-the-way, you will have a better shot at reaching the decision maker.

4). Build up your prospect list– OK, maybe you are in one of those industries where historically many of your clients are not going to be available during the holidays. So what are you going to do? Drink all the eggnog, pig out on all the Christmas cookies, and feel sorry for yourself? Hell no. Start building up your prospect list. Do some research and start uncovering some hidden gems that you didn’t see before. While you may be riding the gravy train receiving inbound leads, not all prospects are going to call you. Track them down, enter them in your CRM (Customer relationship management), do some research on them, and make plans to call them early next year.

5). Brush up – Now is the time to brush up on your product knowledge. Maybe read some industry newsletters or learn more about what your competitors are doing that could impact your sales. Sure, kick back and watch some classic Christmas movies, but don’t forget to read some classic sales books too.

The holiday season is a time to relax. A time to connect with your family and friends. I get that. But don’t be completely off your guard or do a brain slide. Because while you’re spending time ringing in the New Year, your competitors may be ringing the cash register with all the new sales that you should have received.

Note: If you like my post, please check out my book – Advice for New Salespeople: Tips to Help your Sales Career.

Do you have a clogged sales pipeline?

clogged sales pipelineWhen your pipes are clogged, you call the plumber.

When your sales pipeline is clogged, who do you call?

You can speak to your sales manager. Maybe he can help you. Or, you could speak to your co-workers and seek their advice.

But at the end of the day, your sales pipeline is your responsibility.

Before I move forward, let’s define what a clogged sales pipeline is – it is a pipeline in your CRM (Customer Relationship Management) system where you have too many leads that you are not following up on, or have fallen through the cracks.

This can happen for several reasons. Maybe you are spending too much time attending trade shows, and you haven’t had time to make follow-up phone calls. Maybe your sales territory is too large, and you don’t have time to cover it all. Maybe you are receiving too many inbound leads, and you don’t have time to call them. Whatever the reason, a clogged sales pipeline can hurt your ability to increase sales, which in turn, means smaller commission checks.

What is the solution?

1). Winnow down your leads – review them on a monthly basis and eliminate the leads that are not high priorities, and you strongly suspect are not going to buy soon. That doesn’t mean that you should drop them completely. You can always circle back in a few months. But for now, put them on the back-burner and focus on ones that will close soon.

The biggest mistake a lot of salespeople make is that they sit on leads far too long when they know in their guts they are not going to order. Keeping those leads in your pipeline only distracts you, and makes you look incompetent. And depending on how leads are distributed to your sales team, you may be hurting yourself from obtaining fresher and better leads from your sales manager.

2). Do you have real leads? Or are you sitting on a bunch of prospects? What is the difference? A lead is a client that has either contacted you and has expressed an interest in your products or services or is a referral that you received from one of your existing customers. A lead is also someone who you have contacted directly and is interested in speaking with your further, but he hasn’t “sealed the deal” yet. On the other hand, a prospect is a potential lead that fits your client profile, but you haven’t contacted him yet.

My point is to make sure you have a pipeline of active leads that could close soon, and not a bunch of prospects that you have to weed through.

3). What is your sales cycle? Every industry has its own sales cycle. Depending on what you are selling, it can take anywhere from a few days to two years to close a sale. For example, if you are selling products or services that historically have a two-week sales cycle, but you are still sitting on leads after six months, maybe it’s time to close those leads lead and circle back later. Or better yet, make sure you are actually contacting the right decision maker. Maybe the real reason your sales pipeline is clogged is that you are contacting interns and secretaries rather than the CEO or someone in upper management. And check the phone number – I actually know of salespeople who spent months calling the same phone number only to find out later they were calling the wrong number. Or worst, they find out the hard way that the lead left the company months ago, and the HR department never bothered to forward the phone calls or emails to another employee.

4). Are you following up enough? Another reason you may have a clogged sales pipeline is that you’re not following up enough. As a general rule, when making cold calls, space your contacts out every 4 days. Unless you’re told otherwise by a lead, stretching out your contacts too long could be hurting your sales. Make at least 8 to 12 attempts (by phone, voicemail, and email). After all of those attempts, if you still haven’t talked to your lead, put him on the back-burner and contact him later.

Clogged pipelines are not difficult to clean. Just use some best practices and common sense, you will find yourself back on the right track.

Note: If you like my post, please read my book – Advice for New Salespeople: Tips to Help your Sales Career