8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill...

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Transcript of 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill...

Page 1: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Page 2: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Planning the Sales Call Planning the Sales Call Is a Must!Is a Must!

Planning the Sales Call Planning the Sales Call Is a Must!Is a Must!

ChapterChapter

88ChapterChapter

88

Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin

Page 3: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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ChapterChapter

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Page 4: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Strategic Customer Sales Planning—

The Preapproach

The Prospect’s Mental Steps

Overview of the Selling Process

Strategic Customer Sales Planning—

The Preapproach

The Prospect’s Mental Steps

Overview of the Selling Process

Main TopicsChapterChapter

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Page 5: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-1: The Preapproach Involves Planning the Sales Presentation

Page 6: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Strategic Customer Sales Planning - The Preapproach

Strategic problem solving involvesStrategic needsCreative solutionsMutually beneficial agreements

Page 7: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-2: Consultative Selling -- Customer Relationship Model

Page 8: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Strategic Customer Sales Planning - The Preapproach cont…

Reasons for planning the sales callBuilds confidenceDevelops atmosphere of goodwillReflects professionalismGenerally increases sales

Page 9: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-4: Steps in the Preapproach: Planning the Sale

Determine sales call objective

Develop/Review customer profile

Develop customer benefits

Develop sales presentation

Page 10: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Strategic Customer Sales Planning - the Preapproach cont…

Always Have a Sales Call ObjectiveThe precall objective - have one or more!Focus and flexibility

– when with customer focus your efforts on objective

– be prepared to switch to another objective if neededMake the goal specificMove customer conversation toward objectiveSet a SMART call objective

Page 11: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Strategic Customer Sales Planning - The Preapproach cont…

Always have a sales call objective

Develop salespresentation

Developcustomer benefits

Develop/Reviewcustomer profile

Determine salescall objective

Set a SMART call objective

pecific

easurable

chievable

ealistic

imed

SMA

R

T

Page 12: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Strategic Customer Sales Planning - Customer Profile Provides Insight

Review information to create customized presentationSee what customer has done in the past to determine

future needsIf do not have customer profile - get one for each

customer

Develop salespresentation

Developcustomer benefits

Develop/Reviewcustomer profile

Determine salescall objective

Page 13: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-5: Information Used in a Profile and for Planning

Page 14: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Customer Benefit Plan:What It’s All About!

Steps in creating the customer benefit plan:Step 1: Select FABs for product discussion

Step 2: Select FABs for marketing plan discussion

Step 3: Select FABs for business proposition discussion

Step 4: Develop suggested purchase order based on first three steps

Develop salespresentation

Developcustomer benefits

Develop/Reviewcustomer profile

Determine salescall objective

Page 15: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-6: Examples of Topics Contained in the Marketing Plan Segment of Your Sales Presentation

Resellers

1. Advertising Geographical

National Regional Local Co-op

Type Television Radio Direct-mail Internet

2. Sales Promotion Contests Coupons Samples

4. Trade Shows

3. Sales Force Working with salespeople

Page 16: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-6: Examples of Topics Contained in the Marketing Plan Segment of Your Sales Presentation

End Users1. Availability

2. Delivery

3. Guarantee

7. Warranty

6. Training on use

5. Maintenance/service

4. Installation Who does it? When? How?

Page 17: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-6: Examples of Topics Contained in the Marketing Plan Segment of Your Sales Presentation

Page 18: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-7: Examples of Topics Contained in the Business Proposition Segment of Your Sales Presentation

1. List price

2. Shipping costs

3. Discounts Cash Consumer Quantity Trade Financing

Payment Plans Interest Rate

4. Markup

5. Profit

Resellers

Page 19: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-7: Examples of Topics Contained in the Business Proposition Segment of Your Sales Presentation

1. List price

2. Shipping costs

3. Discounts Cash Quantity

5. ROI

6. Value Analysis

End Users

4. Financing Payment plans Interest rates

Page 20: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-7: Examples of Topics Contained in the Business Proposition Segment of Your Sales Presentation

Page 21: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Customer Benefit Plan: Develop Sales Presentation

Write out all FABs for steps 1 - 3

Write out suggested purchase order

Now you are ALMOST ready to create your sales presentation

Develop salespresentation

Developcustomer benefits

Develop/Reviewcustomer profile

Determine salescall objective

Page 22: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-8: Major Phases in Your Presentation: A Sequence of Events to Complete in Developing a Sales Presentation

1. Approach.

3. Present yourmarketing plan.

2. Fully discuss yourproduct.

4. Explain yourbusiness proposition.

5. Suggested purchaseorder.

6. Close

7. Exit

Rapport-buildingUncover needsAttention, interest, transition

FeaturesAdvantagesBenefits

How to resell (for reseller)How to use (for consumersand industrial user)What’s in it for yourcustomers?

Recommend what to buy inorder to fill the needsuncovered in the presentation.

Ask for the business!

Do not give up!Act as a professionalLeave the door open

Page 23: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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What is Left in Creating Your Sales Presentation?

As shown in Exhibit 8-8 you need to create your:

Approach - covered in Chapter 10

Close - covered in Chapter 13

1. Approach.

3. Present yourmarketing plan.

2. Fully discuss yourproduct.

4. Explain yourbusiness proposition.

5. Suggested purchaseorder.

6. Close

7. Exit

1. Approach.

3. Present yourmarketing plan.

2. Fully discuss yourproduct.

4. Explain yourbusiness proposition.

5. Suggested purchaseorder.

6. Close

7. Exit

1. Approach.

3. Present yourmarketing plan.

2. Fully discuss yourproduct.

4. Explain yourbusiness proposition.

5. Suggested purchaseorder.

6. Close

7. Exit

Page 24: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Before You Can Pick Your Approach You

Select which presentation method to use - covered in Chapter 9

Prepare for anticipated objections from your prospect/customer - covered in Chapter 12

Page 25: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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In Planning a Sales Presentation, You Should Consider

The prospect’s mental steps

What would the prospect be thinking as you give your presentation?

Page 26: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-9: The Prospect’s Five Mental Steps in Buying

Attention Interest Desire PurchaseConviction

Page 27: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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How Do You Obtain Someone’s Attention When You Begin Your Presentation?

Attention Interest Desire PurchaseConviction

Show you are there to help!

The proper approach is important! (Chapter 10)

Your goal is to determine a need or problem

Page 28: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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How Do You Keep Someone’s Interest in What You are Presenting?

Attention Interest Desire PurchaseConviction

Show you are there to help!

Quickly present major FABs that: Fulfill a need Solve a problem Show and tell as discussed in Chapter 11

Page 29: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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How Do You Build Desire for Your Product?

Attention Interest Desire PurchaseConviction

Show you are there to help!

Watch for nonverbal signals! Green Yellow Red

Using your trial closes, determine if prospect is interested in benefits

Page 30: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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How Do You Establish The Conviction Your Product Will Solve Needs or Problems?

Attention Interest Desire PurchaseConviction

Show you are there to help!

Your trial closes indicate ready to buy

The customer sees how your product’s FABs will solve their needs or problems

Page 31: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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How Do You Know if Customer Ready to Purchase So You Can Close?

Attention Interest Desire PurchaseConviction

Show you are there to help!

Trial close response(s), nonverbal signals indicate positive beliefs product will fulfill needs or solve problems

Page 32: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Overview of the Selling Process

Getting the prospect’s attention and interest by having the prospect recognize a need or problem, and stating a wish to fulfill the need or solve the problem

Uncovering and answering the prospect’s questions and revealing and meeting or overcoming objections results in more intense desire

Desire is transformed into the conviction that your product can fulfill the prospect’s needs or solve problems

Page 33: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-10a: The Selling Process and Examples of Prospect’s Mental Thoughts and Questions

Page 34: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Exhibit 8-10b: The Selling Process and Examples of Prospect’s Mental Thoughts and Questions

Page 35: 8-1. 8-2 Planning the Sales Call Is a Must! Chapter 8 Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

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Summary of Major Selling Issues

Careful planning of the sales call is essential to success in selling

Planning builds self-confidence, develops an atmosphere of goodwill, creates professionalism, and increases sales

Sales call planningHave a sales call objective that is SMARTDevelop or review the customer profileDevelop your customer benefit plan