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Sales Tips: 10 Reasons Why Pre-Call Planning Is Important

Posted by Jill Perez on Mar 14, 2017 8:16:05 AM

Sales Tips: 10 Reasons Why Pre-Call Planning Is Important

By Gary Walker, EVP of Channel Sales & Operations, CustomerCentric Selling®

The number one core concept within CustomerCentric Selling® that we ask salespeople to subscribe to is: “No goal, no prospect.”  The admission of a goal by a prospect is the catalyst, the launching pad, the beginning of the sales cycle. However, I’m finding very few salespeople are: 1) identifying the goal and 2) consciously preparing in advance of the call or meeting to identify the goal.

sales tips for pre-call planningAs I work with salespeople, sales managers, reviewing loss reports and editing Champion Letters, there is a theme that has been emerging. I’m finding that salespeople are acquiescing to the prospects' weak response to the question, “What are you hoping to accomplish?”

When I review these letters that are supposed to be written to document and confirm the discussion between the salesperson and the prospect, I’m finding no goal admitted by the prospect. Or if there is any goal at all, it’s something like: “You told me that your primary goal is to learn more about my company.”

That’s not a business goal! It’s hard to ‘diagnose with bias’ a goal like that!

And what is the proposed usage scenario going to be?

“When wanting to learn more about my company, would it be easier if you could access our website from your workstation, obtain all the information you need, and not have to talk to a salesperson like me?”

It only follows that the rest of the letter is going to be poor and this sales cycle is off to a bad start, if it starts at all.

Students chuckle when I say, "Pre-calling planning is more than having driving directions and a phone number to call in case you get lost." However, the reality of the situation is that I find very few salespeople who are doing much more than that. Very few are doing the research and preparation they need in order to plan to make a productive call and obtain the information they need to determine if this is an opportunity for them and their company or not! 

 So to get to the point, here are the Top 10 Reasons Pre-Call Planning Is Important:

  1. Plan to obtain the information you need. What information are you going to need and what questions are you going to need to ask, so that you can answer the Debriefing Questions posed to you by your manager?
  2. Allows you to anticipate and prepare. When you receive a weak response to the question, “What are you trying to accomplish?" - Do you have a menu of goals that you can use, the corresponding Solution Development Prompters™ (SDPs), and associated success stories? 
  3. Prepares you to bring and add value to the conversation. Prospects are looking for help. That’s why they have agreed to speak with you. Are you prepared to converse about the prospects' goals/problems and issues, or are you simply there to present your offerings' features and function (a peddler)?
  4. Prepares you to converse knowingly and effectively. You want to be prepared to discuss what is important to your prospect. Use the Sales Ready Messaging® tools developed by your company.  That’s why they were developed.
  5. Demonstrates your competency and situational fluency. People want to do business with people who empower them, who can help. Are you prepared to converse about what your prospect is trying to accomplish, what’s preventing them from accomplishing it, and positioning your capabilities as a way to potentially achieve their goal? Your most important tool is your ability to converse.
  6. It’s professional - it differentiates you from the peddlers. Let your competitors talk about budgets, timelines and demos. You want to talk about what is important to your prospect and your prospect wants to talk about what is important to them. You’ll be viewed as being different.
  7. Respects the prospect's time and yours. Your prospects' time is important and so is yours.  If you are going to spend 30 minutes to an hour with a prospect, obtain the information you need by preparing for the conversation in advance.
  8. Develops a good selling habit. Enough said.
  9. Repeatable - prevents shortcuts and carelessness. Shortcuts and our failure to follow our sales process is what gets us in trouble.
  10. Potential for better and more efficient sales calls. Sales calls and meetings can be viewed as an intrusion on the prospects' time.  You want to maximize the use of their time and yours. Get the information you need by being prepared and deliberate.

I tried to have some fun with the topic, but did I make my point? As a former athletic coach once said, “The will to win is not nearly important as the will to prepare to win.”

I’d like to ask you to please prepare to win. Don't leave it to chance. Make pre-call preparation part of your sales process.

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Topics: sales tips, selling tips, sales process, sales technique, sales tip, selling technique