Archive for the ‘sales coaching’ Category

Coaching for Mutual Understanding

Monday, February 16th, 2009

Leaders and team members need to be perfectly clear when communicating with each other. We cannot assume that the other person will always understand our meaning, and very often we will have to clarify ourselves to be sure that both the message and received message is the same. This lack of common language can be very frustrating when coaching someone on a very sensitive issue.

While my instance didn’t have a dreadful outcome, difference in understanding caused a leader inconveniences, if not major problems. One of the employees at the department store where I previously worked as a manager was a good clerk, but often caused an issue because of the way she dressed. While the elderly gentlemen at the retirement center across the street adored her and would wait in line just to have her talk to them, our women customers (particularly mothers) and the other clerks often complained about her dressing habits. The way she dressed was more conducive to a bar or pub rather than a department store.

It fell to me to discuss the issue with this clerk. Knowing what I know now, my conversation would have been much easier if I had the 8 Step Coaching Model to help me through. In Step 2, Dr. Stowell explains how a coach should Define the Topic and Needs and in Step 3 Establish Impact, always in a supportive way. Unfortunately, when I talked with this clerk, I immediately went to Step 3 – Establishing Impact. “The way you dress is inappropriate, tone it down a bit. Okay?” She showed up the next day in her uniform top still too tight and still too immodest.

If coaching others is not properly executed, there may not be a mutual understanding of the performance issue at hand.When I questioned her why she still dressed the same way, despite our conversation, she looked at me defiantly and said, “I didn’t even wear any makeup!” She then proceeded to complain vehemently how no one else was told to quit wearing makeup. My communication has been totally misinterpreted. “Toning it down” had nothing to do with her makeup in my interpretation, but that was the way she understood it. I should have taken the time to explain that the “topic” was the provocative fit of her clothes, not her cosmetics. Step 2 of the Coaching Model is to create a mutually understood picture of what is happening.

Something I might have said was, “I can see that you are sincere in doing the best job you can. I am concerned of the representation of our organization through the way you wear your clothing.” After she thought about it, we could talk about why her dress style could affect the organization. She needed to understand how the way she dressed impacts the organization and her team members.

Or maybe I could have said, “Our customers shop here because we serve family needs. So our dress code requires clerks present a family friendly appearance. You are very important to that image because you are one of the last and first people our customers see. What do you think you can do to present an image our customers would be more comfortable with?” This would have given both of us an opportunity to clarify exactly how we could reach the most appropriate result.

When you address an issue, do you slow down to make sure the recipient understands or do you assume you are always understood? Coaching requires that both parties are on the same page before proceeding to “Establishing the Impact.”

Sales Coaching Tips – Part 2

Monday, January 5th, 2009

This is part two in a two part series on Sales Coaching Tips.  If you have not read Sales Coaching TIPS – Part One, click here.

In part one of this series, three types of field coaching were identified.  Unobserved coaching calls, observed coaching calls, and joint sales calls.  Effective sales coaching, utilizes this more direct approach, while taking certain variables into consideration to ensure a sales managers approach is tailored to each sales representative for the greatest chance of success with coaching.  Here are a few variables to consider:

Variable to consider when field coaching or sales coaching

Observed coaching and joint-sales calls need the most preparation and skill to manage the dynamics that may occur with customers.  Sales coaches should consider the following recommendations to ensure effective observed and joint sales calls.

Pre Call Meeting

Prior to any call the manager should meet with the rep to understand the nature of the call, the call objective, and the call plan or strategy.  Some questions to ask are, “Are they realistic?”  and “Will they move the opportunity forward?”

Stick to Your Role

Some questions a sales coach should ask themselves before the call include, “Is it a safe call to join?” and “Can I be a supportive observer or do I have a unique role in contributing to the call objective?” It is usually best to not try to switch roles during a sales call if possible, so pick your role for each call carefully. Make sure you and the sales representative understand your role prior to the call.  Unless there is and established ”signal” or plan for engaging an issue with the customer, let the rep handle it.  It’s very important to keep strengthening the relationship between the customer and the representative.  If the customer directs questions to you, defer them to the rep first, and then support as needed.  If a customer calls about an issue, don’t fix it.  Instead, discuss the issue with the sales representative and have them get back to customer.   Keep the representative ”in charge” and help them build their relationship with their customers.

Use a “Post-Call” Debrief Process

Following a call, take some time to debrief with the sales representative.  Ask, “How did you think the call went?” Listen closely for their overall reactions and feelings. What they say is usually a good gauge of the sales representative’s perception of their own performance.  It is important to get the representative talking about the quality of the call and making their own judgments first, so they can learn to critique their performance on their own, not just when you’re there.

Encourage the representative to reflect back on the call objectives.  Ask, “How well did you accomplishing what you set out to do?”   Stop the representative from going to “what went wrong” right away and stick to with “what went well?”

Sort out one or two things to focus on in the future.   Have the sales representative identify one thing to continue doing and one thing to stop doing or change.  Keep this discussion short, concise, and simple.  This will help the representative find something they can try again on the next call and hopefully see improvement right away.

Sharing your observation of the representative’s performance and your perspective of the customers reactions can be especially helpful.   “Did you notice the customer’s initial reaction to your recommendation.? What do you think you did that triggered that?  What were you hoping for?”

Confirm the representative’s commitment to make a plan and try new things for the next call.  The coach should also recognize changes observed to reinforce the new skills and practices.   Help the sales representative look for other places to apply these new skills in other situations they face.

Sales coaching in it’s simplest form is the process of helping others accurately assess their current situations and decide what changes to implement.

Sales Coaching Tips – Part 1

Wednesday, December 31st, 2008

Business coaching is typically done in the office.  However in sales, some of the most effective coaching happens in the field while meeting with customers.  This brings both opportunities and challenges for sales managers to coach effectively and develop sales representatives.

Coaching, as sales coaches, is to help our sales representatives:

  • Sharpen skills and build confidence
  • Capitalize on strengths and neutralize weaknesses
  • Be willing to stretch and take risks
  • Commit to common sales “standards”

To become an effective sales coach, it is important to know and understand some concepts and tools common to sales coaching.

Field coaching

Field coaching is unique in that it occurs on the job.   This coaching takes place before and after sales calls, during preparations for upcoming sales calls, and while building strategy for a sales opportunity.  It is typically an informal, daily interaction between coach and sales representative.  Field coaching is often the most effective coaching because it is in the moment.  If coaching is withheld until the end of the day, valuable coaching and teaching moments are lost.

The Sales Coaching Spectrum consists of Joint-Sales Calls, Observed Coaching Calls, and Unobserved Coaching Calls

There are three types of field coaching, as described below:

1.  Unobserved coaching calls

  • Call is jointly planned
  • Call is executed buy the sales representative, without the presence of the manager
  • Call is debrief together afterward

Because unobserved coaching calls involve much smaller time investment by the coach, they can be done with greater frequency.  The coach can focus on guiding and coaching the call planning effort.  This activity helps improve the sales representative’s chances of success on the call and will provide the coach with valuable context for the post-call debrief.

2.  Observed coaching calls

  • Call is jointly planned
  • Call is executed by the sales representative, for the purpose of assessing and coaching by sales managers
  • Call is debriefed together afterward.

These are the trickiest, given the dynamics of the customer and sales representative interactions, so require more skill and preparation.  Observed coaching calls are the most effective in impacting sales performance.

3.  Joint-sales calls

  • Call is jointly planned
  • Call is  executed by both manager and sales representative
  • Call is debriefed together afterward

Here it’s important the coach has a good reason for being present for the call.  Some possible objectives for a joint sales call may be to provide a unique “value-added” contribution, to help sell the company, not the “deal, ” or to increase customer relation focus.

These three Field Coaching opportunities are more reactive, direct, and “in the moment.”  They are usually done between calls in a car, over lunch, waiting to see a customer, or in the hallway at the office. Like a sports coach during a game, it is important to take the opportunity to help the team member make needed changes right away.  This allows them to immediately apply the new behaviors and a chance for the sales representatives to see different results right away.

Good sales coaches utilize this more direct approach, taking certain variables into consideration to ensure their approach is tailored to each sales representative for the greatest chance of success with coaching.  To learn more about these variables, click here to read Sales Coaching Tips – Part Two.