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    Effective Sales Management

    If they grow, you win—hire, coach, measure, and motivate your sales team to higher performance

    This course will help you brush up on your management training, change management skills, and work motivation. Sales managers will gain the ability to set clear goals; provide product and market training; coach selling skills; guide strategy development and execution; get motivated and improve employee motivation; measure results; and make appropriate adjustments, including critical hiring and firing decisions.

    You'll learn how to: 

    Set clear standards for performance and behaviors
    Assist your sales personnel in developing key account strategies
    Source, interview, hire and launch new sales people
    Validate candidate claims and accomplishments
    Determine who is coachable and how to work with them
    Develop a “self-coaching” culture
    Motivate your team to achieve ever increasing sales goals
    Avoid the big three sales de-motivators
    Build a positive sales culture with your team and in your organization

    Who benefits?

    • Regional sales managers driven to improve sales team performance
    • New or transitioning sales managers
    • Top sales performers considering the jump to sales management

    Agenda

    Overview

    • Time allocation
    • Setting clear performance standards and expectations
    • Strategies to accelerate sales growth and increase sales
    • Setting and measuring sales goals

    Hiring

    • Candidate sources
    • Interviewing techniques
    • Testing and validation
    • Selection process
    • Getting new hires started right

    Coaching

    • Target your coaching time
    • Assessing an individual’s coaching needs
    • The coaching technique: isolate, exaggerate and integrate new behaviors
    • Providing positive and effective feedback
    • Developing “self-coaching” sales people

    Workplace Motivation

    • Using the top four sales motivators to motivate employees
    • Identify and measure resistance to change—utilize a change management process
    • Learn how belief systems affect behavior
    • Engaging your team in change

    Day 1: Morning Session

    The course starts with an overview of the sales manager’s job, responsibility and organizational impact. Primary responsibilities include generating top-line revenue, selling at prices that generate desired gross margins, managing the sales budget and aligning the sales message with the company’s strategic direction. Secondary functions are hiring, training, coaching, setting up territories and territory sales quotas, monitoring sales activity and measuring team and individual effectiveness, assisting in sales activity and securing internal support for the sales effort. These responsibilities are discussed and “best practices” in each area are evaluated. 

    An update on the changes in buying and selling behaviors over the last five years is offered as a catalyst for discussing the changes in sales organizational structures, personnel and procedures. 

    Sales management must also assist and support the sales force in the three primary areas that most influence sales effectiveness: territory management (knowing where to call), selling skills (knowing how to make a sales call) and development of key account strategies (knowing what’s most important to growing the account). Best practices and application to the sales force in all three areas is discussed through group activities.

    Day 1: Afternoon Session

    This section starts with a coaching overview; coaching is defined and the benefits and challenges of coaching to the organization, sales person and sales manager are discussed. The sales managers’ dominant coaching style is identified and contrasted with the coaching styles required by their direct reports. A complete analysis of the sales persons’ skills, experience level, ability, willingness to be coached and motivation are then used to determine the appropriate coaching style and objective for each individual.

    The methods of coaching normally available to sales managers are event or sales call coaching, problem resolution coaching and informal coaching.

    There are three types of sales coaching calls: lead by example, joint calls and observation calls. Observation calls provide the sales manager the best opportunity to observe sales performance and provide constructive feedback. In-depth coaching role-plays bring the concepts to life, create behavior change and provide a through examination of coaching techniques and practices.

    Problem resolution coaching is used to change a problem behavior. The coach must confirm the facts of the situation and assess their implications. The coach will then set a meeting time and agenda with the individual. Preparation, emotional maturity and the willingness to confront unproductive behavior are critical to conducting a productive interview. Action plans with a clear follow-up system are essential to assure behavior change or the case for dismissal.

    Informal coaching is the fastest growing form of coaching because it is less likely to illicit a defensive response from the recipient. Informal coaching consists of providing brief, timely and consistent comments about an employee’s performance.

    Day 2: Hiring

    The hiring process starts by defining a clear set of criteria that predicts sales success in a company’s specific sales environment. The list of criteria is then divided into “hire” versus “coach” to establish more precise hiring criteria. A variety of sources and processes for candidate identification are judged based on effectiveness and cost. A detailed screening process is presented and methods of bias-free implementation are practiced. The role of standardized testing in the hiring process is discussed and example test results are interpreted. After a candidate is hired, the critical first six months of employment are structured to optimize the new hire’s chance of success and accelerate their productivity.

    Day 3: Motivation

    Building an effective, flexible and progressive sales team requires that each member of the team feel safe participating in problem-solving discussions and process improvement projects. Without open and full participation, the team will be limited to existing paradigms and processes that cannot achieve increasing sales goals or execute shifts in strategic direction. Creating a safe and participative environment is therefore the first goal of the sales manager.

    Motivation is an intrinsic value and a key hiring criterion in sales. However, many aspects of the sales job create doubt, de-motivation or the belief that increased quotes cannot be achieved. Such external de-motivators are resistance to accomplishment. The sales manager must first identify the specific issues which cause the resistance and then create a new perspective that enables the sales team to view the resistance as an artificial limit that they can overcome. Once accomplished, the intrinsic motivation and belief that success is possible will catalyze the sales team into successful action.

    The final session on motivation deals with the need for continuous behavior change. Old behaviors cannot yield new and improved results. The sales manager therefore has to be an agent of change in the company and in the sales force. Developing trusting relationships and taking responsibility for results are critical to continuous improvement and change.

    Prior to founding his own company–Mark Peterson and Associates, LLC–in April of 2003, Peterson spent over 14 years developing his expertise in the field of psychometrics and personnel evaluation as a senior consultant with Apex Performance Systems in Madison, Wis. He’s had the pleasure of teaming with top sales and management consultants and trainers, including Chris Lytle, the author of “The Accidental Salesperson.”

    In his everyday work, Peterson provides his clients the opportunity to take a unique look at how a combination of practical skills, knowledge, behaviors, values, and attitudes affects job performance. The result of gaining this intelligence is the development of more appropriate and effective approaches to hiring, coaching, training, and everyday management of businesses’ most valuable assets: employees.

    Through his association with other experts in the fields of training and development, management consulting, and organizational development, Peterson offers his clients the necessary services and value that help to develop their businesses and those of their clients.

    Chuck West is the program director of Sales, Sales Management, and Advanced Management programs for the Wisconsin School of Business Executive Education. Prior to joining the university faculty, West was a frequent guest lecturer and member of the school’s ad hoc faculty. He was honored for 20 years of “Outstanding Contribution in Management Development” by the university and holds the top rating on the national speakers lists of the American Marketing Association.

    Douglas Leslie is a principal of Williams Leslie Group. He was a principal of Kenexa Technologies and developed tailored sales and service training programs. Previously, he spent 12 years with Xerox, holding sales and management positions.