Sales Effectiveness Guidelines for Taking Over a New Territory
Sales professionals are high-energy, fast-thinking, opportunistic people. If they are good, they often shoot from the hip and take calculated risks. They can be called mavericks and that s a good thing. It takes a little maverick in the blood to be effective in the world of professional sales. Most are willing to try anything that offers the potential for a fast boost, a quick sale, increased value, or the strengthening of their relationship with their customer. Too often, however, this quick fix mentality reduces the long-term focus and discipline of the sales force. This can be especially true for a new sales person or a sales person taking over a new territory. Ask your sales people
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1. Meet and qualify all the key-high potential accounts in your territory before you begin to focus on a few.
2. Do your homework. Know your company first; the strong points, the weak points. Know who and what your internal resources are. What is your company s sweet spot?
3. Do your homework. Know your customers. What do they buy? How do they buy? Who are their five largest customers? Research your customer and their industry on the web. Become an industry expert for your customer. Meet people and cultivate relationships beyond your customers purchasing department.
4. Create a call plan prior to every
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5. Keep a data record on every buyer at your major accounts. Get to know him as well as his family knows him.
6. Create an itinerary for each week. Know what you are going to do. Set at least two base appointments in the morning and afternoon with major accounts. Fill in around these appointments as appropriate.
7. Know your customers personality. People buy from people so develop a relationship with each of your customers. PIMS (Personal Information Managers) or sales programs such
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8. Create a territory plan. Establish goals, identify milestones, create a
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9. Create an action plan for every major account. Know your customers Rules of Engagement. What keeps them up at night? Create a strategy that involves your entire team including the President of your company if appropriate.
10. Set specific goals and objectives. Write them down.
11. Maintain a positive attitude. Don t procrastinate on anything.
12. Keep your promises. Don t make promises you can t keep.
13. Sell yourself first. Develop a trusted relationship, and then sell your company.
14. Know your competitive advantages and your company s core competencies.
15. Think creatively. Think outside the box.
16. If voice mail is blocking your contact, call someone else s extension as if by
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17. Listen more speak less. Get your customer to talk about himself. If your customer spends most of the time in a sales call talking about himself, he can t help but like you. Apply the 80/20 rule listen 80% of the time.
18. Review in great detail all the previous information supplied by the company, internal records and sales support personnel such as inside sales and customer service.
Sales Effectiveness best practices are defined as those activities that create the result of maximizing growth, maximizing profitability and increasing market share. It
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