Using the tools provided by your company

Published: Tue, 10/12/21

Best Practice #10:

Makes good use of the tools provided by the company.

I just rode with two salespeople for one of my clients. One of them went off with only the address of the company in his head. He took nothing into the sales call and took no notes afterward. The other had looked up each call in the company’s CRM system, and had printed the records to take with him. He approached each sales call with a folder in which he had the printed record and some literature. Immediately after the sales call, he made notes on the document, and would enter it into the computer when he was finished for the day.

Guess which one produces more? You know, of course, that the second salesperson produces about twice as much as the first.

I am absolutely befuddled by some salespeople. Here is a simple, easy-to-implement best practice. Why aren’t you doing it?

It is as if some salespeople strive to be unorganized, slovenly and mediocre. If your company has created tools for you to use, USE THEM!!

The best salespeople have briefcases jammed full of the literature and samples that the company has created. Mediocre sales people often go into a sales call with nothing in their hands, or briefcases loaded with next to nothing. In addition to sales literature, “tools” include presentations, forms, and electronic tools like software and computers of every variety.

Too much to do and not enough time in which to do it?

Welcome to the world of B2B sales in the 21st Century. If that describes you, then you have three choices:

1. Continue being overwhelmed and overworked.
2. Find some other way to make a living.
3. Get control by strategic sales time management practices.

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Superstars view all of these as effective complements to their skills. Their company literature presents their case in a written or electronic format that can complement their verbal presentation. Video and PowerPoint™ presentations portray the product/service in a more compelling way than the salesperson can do alone. Forms help organize thoughts and require detailed thinking. Electronic tools like CRM systems, smart phones and tablets help organize the sales call, and provide a way to automate routine tasks.

Mediocre salespeople see all these things as encumbrances: More “busy work,” or someone telling them how to do their job, or, worse yet, potential accountability. The real issue underneath these excuses is their fear of, and inability to, change in positive ways and become more effective at their jobs. It is just easier to complain and find fault with the latest software tool that the company wants you to use, than it is to actually take the time to learn it.

Taking the time to learn the new thing, to make use of the latest tool, implies that you may not have been doing this the best way possible in the past. That implies that you can, and should, improve. It’s that implication that motivates most mediocre salespeople to reject the company-provided tools. To accept them is to give tacit acceptance to the idea that they can and should improve. They would rather hide under the radar screen of accountability.

That’s why making good use of the company-provided sales tools is a best practice of the best salespeople.

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