Professional Documents
Culture Documents
Selling Techniques and Skills Call Agent
Selling Techniques and Skills Call Agent
, Greece
by EPICENTRE S.A.
C4_SELLING TECHNIQUES AND SKILLS by Eugenia Papaioannou, Vocational Training Organisation EPICENT‘E
S.A., Greece
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The module C 4 - Selling Techniques and Skills addresses the candidates of the
training course of CALL AGENTS designed and implemented by B.L.I.N.D. CA project
and consists of 6 parts:
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PART 1: THEORY
CONTENTS
Page
HEADINGS
number
EARLY SELLING AND SALES TRAINING IDEAS 4
THE SALES CONCEPT - AIDA 6
THE SALES CONCEPT - AIDCA 10
THE SEVEN STEPS OF THE SALE 12
BASIC SALES TIPS AND TECHNIQUES 26
SELLING FROM A CALL CENTRE 31
BLENDED SALES AND SERVICE IN CALL CENTRES 34
CALL RELUCTANCE AND HOW TO OVERCOME IT 37
VIRTUAL CALL CENTRES 41
HOME-BASED CALL AGENTS 44
ACTIVE LISTENING AND HOW TO IMPROVE IT 46
WHAT TYPE OF SALES PERSON ARE YOU? 48
MAIN TYPES OF PROSPECTS 52
PHRASES YOU MUST NOT SAY IN SALES 54
BUILDING A RELATIONSHIP WITH YOUR PROSPECTS 57
MAINTAINING CUSTOMER LOYALTY 59
CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM 61
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A lot of ideas and development of selling skills and conventional sales theories are
attributed to the American writer, speaker and businessman Dale Carnegie (1888-
1955). Carnegie, from humble beginnings and several early career failures, started
his training business in the early 1900s, initially focusing on personal development.
Later, Carnegie's 1937 self-help book 'How to Win Friends and Influence People'
became an international best-seller, and the major source of the ideas and theory
which underpinned traditional selling through the 20th century. Carnegie's book
remains a highly regarded and widely read work on human motivation, relationships
and 'influencing' others.
However, as with all early and 'traditional' sales persuasion techniques and
methodologies, the purpose of 'influence' is in the hands of the 'influencer' (or
seller), and this purpose (product or service) may or may not be in the best interests
of the customer. In other words, early thinking (and much current thinking still)
primarily focuses on influencing the prospect to adopt an opinion or to take action in
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the direction which favours the influencer, irrespective of whether this is in the
genuine best interest of the other person.
Traditional methods - most of which continue to draw on the ideas and concepts
contained in Dale Carnegie's 1937 book, tend to encourage sales people, or others
seeking to persuade and influence, to use knowledge about the perspective customer
as a means of gaining their trust and flexibility, so that the latter can be led to a
certain direction. This knowledge, however, should be obtained in an honest manner
so that it is not unethical.
One of the main issues today is the matter of ethics, honesty, integrity, and
sustainability in sales.
The purpose of using the sales techniques, and what to do with the
understanding of their function was, and remains, open to use or mis-use by the
seller.
These days selling should more than ever focus on helping people, which of course
has additional implications for your choice of organizing your work as a sales person,
and the products and services that you choose to represent.
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AIDA is the original sales training acronym, and it was introduced in late 1950s,
when selling was treated as a professional discipline, and sales training began. Often
called the 'Hierarchy of Effects', AIDA describes the basic process by which people
become motivated to act on external stimulus, including the way that successful
selling happens and sales are successfully made. The acronym stands for:
A Attention
I Interest
D Desire
A Action
When we buy something we buy according to the AIDA process. Therefore when we
sell something we must sell through the AIDA stages. What occurs first is our
attention; if the product is relevant to us we get interested to learn more about it.
If the product or service then seems to meet our needs and matches our budget, we
begin to desire it. If we are prompted or stimulated to overcome our natural caution
we may then become motivated to take action and finally to buy it.
AIDA pointers:
Attention
Getting the other person's attention sets the tone: first impressions count, so smile -
even on the phone because people can feel it in your voice - be happy, natural,
honest and professional. If you're not in the mood to smile, do some paperwork
instead. If you rarely smile then get out of selling. Getting attention has become
harder than it was in the past, because people nowadays are less accessible, have
limited free time, and lots of competing distractions, so think about when it's the
best time to call.
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Tricks and crafty techniques don't bring about good results, because your
prospective customers - like all of us - are irritated by hundreds of them every day.
If you are calling on the phone or meeting face-to-face you have about five seconds
to attract attention, by which time the other person has formed their first impression
of you. Despite the time pressure, relax and enjoy it - expect to hear mostly 'no
thanks' - but remember that every 'no' takes you closer to the next 'okay'.
Interest
You now have perhaps 5-15 seconds in which to create some interest. Something
begins to look interesting if it is relevant and potentially advantageous. This implies a
lot that the person you are approaching should have a potential need for your
product or service or proposition (which implies that you or somebody else has
established a target customer profile).
You must approach the other person at a suitable time so that they don’t get irritated
(i.e. it's convenient, and that factors affecting timing have been taken into account).
You must empathise with and understand the other person's situation and issues,
and be able to express yourself in their terms (ie talk their language).
Desire
The sales person needs to be able to identify with the prospect's situation, needs,
priorities and constraints on personal and organisational levels, through empathic
questioning and interpretation. You must build rapport and trust in the prospect's
mind to do business with you personally (thus dispelling the prospect's feelings of
doubt or risk about your own integrity and ability) and you must understand your
prospect's other options.
Very important: You must know about your product (specification, options, features,
advantages, and benefits), and particularly all relevance and implications for your
prospect. You must be able to present, explain and suggest solutions with credibility
and enthusiasm. The key is being able to demonstrate how you, the organisation you
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work in and your product will suitably, reliably and sustainably 'match' the prospect's
needs identified and agreed, within all constraints.
Creating desire is partially skill and technique, and partially behaviour and style. In
modern selling and business, trust and relationship (the 'you' factor) are increasingly
essential, as natural competitive development eliminates the opportunities for clear
product advantage and uniqueness.
Action
The aim is to convert potential into actuality.
Natural caution often dictates that clear opportunities are not acted upon, particularly
by buyers, so the sales person must make suggestions, or inspire agreement to
ensure the completion of the sale or move to the next stage.
The more successfully the preceding three stages have been conducted, the less
emphasis is required for the action stage.
Another model lies in five stages of action. These also began in the 1950s and
include:
1. Attention: You have to get the attention of your prospect through
some advertising or prospecting method.
2. Interest: Build their interest by using an emotional appeal such as how
good they will look to their boss when they make this deal that will save
the company lots of money!
3. Desire: Build their desire for your product by showing them or
explaining to them on the phone its features and letting them sample it.
4. Conviction: Increase their desire for your product by statistically
proving the value of your product. Compare it to its competitors. Use
examples from happy customers.
5. Action: Encourage the prospect to act. This is your closing phase. Ask
for the order. If they object, address their objections. There are then
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many variations of closing techniques that can help you get the
business.
There is a great variety of closing techniques that range from hard sell to soft sell
and everything in-between. Some of these include:
A Direct Close - Simply ask for the order when you are sure your
prospect is ready.
Trial Offer - You can let the prospect use the product at no risk for a
trial period. This works well if you’re selling products that make people's
lives easier. They aren't likely to want to give it back if it has saved them
a lot of time and effort during the trial period.
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More recently (1980s-1990s) the AIDA acronym has been used in extended form as
AIDCA, meaning the same as AIDA with the addition of Commitment prior to the
action stage.
Commitment is actually implicit within the Action stage. Commitment here means
that a prospective customer is more likely to progress to the Action stage if their
commitment to the proposition can first be established. The acronym stands for:
Attention
Interest
Desire
Commitment / Comfort
Action
Actually, a lot of sales people would agree with this. A sales person should be
building comfort from beginning to end. With everything you prepare yourself to sell
you should ask yourself: “Will this make the prospect more or less comfortable about
buying from me?”
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5. Say how many people have bought your product if it’s a large number. People
will feel more comfortable buying after many others already have tried the
same product/service.
6. Let them know you will be there to help them if they need it.
7. Make it easy for them to contact you if they need help.
8. Assure them their order will be secure.
9. Show to the prospects that you care for them and care about what happens to
them.
10. Expose vulnerabilities. Show them you have weaknesses. Example: “I couldn’t
count my fingers without a calculator.” or “As a child I was horribly over
weight, even my parents made fun of me” (for a weight loss product).
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The Seven Steps of the Sale is the most common traditional structure used for
explaining the selling process for the sales call or meeting, including what
immediately precedes and follows it. This structure is usually represented as the
Seven Steps of the Sale.
This structure implies that an appointment has been made, or in the instance of a
cold-call, that the prospect has agreed to discuss things at a particular time and/or
place. This structure also applies to a sales visit which has been arranged for the
purpose of presenting products/services or a specific proposal following an invitation,
earlier discussions or meetings.
The Seven Steps of the Sale still remains a helpful structure for sales and sales
training, but one must not forget that the idea is over forty years old, and these days
the modern collaboration and facilitation methods are a lot more effective, typically
when treated as a front-end to the Seven Steps or incorporated within the first stage
as an approach.
The original commonly used Seven Steps terminology is in bold. In recent years
more sophisticated interpretation and application of the Seven-Step selling process
requires the model to be expanded and interpreted with more flexibility, as shown
below:
1. preparation/planning/research/approach (using facilitative
methods)
2. introduction/opening/approach/establish initial credibility
3. questioning/identify needs/ask how and what, etc/establish rapport and
trust
4. presentation/explanation/demonstration
5. overcoming objections/negotiating/fine-tuning
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6. close/closing/agreement/commitment/confirmation
7. follow-up/after-sales/fulfil/deliver/admin
Generally, the larger the prospect organisation, the more research you should do
before any sales call at which you will be expected, or are likely, to present your
company's products or services.
Make sure you know the product/service you are going to present extremely well -
features, advantages and benefits that will be relevant to the prospect you will be
meeting / calling.
Define as far as you can the main or unique perceived organisational benefit that
your product or service would give to your prospect.
Discover what current supply arrangements exist or are likely to exist for the
product/service in question, and assess what the present supplier's reaction is likely
to be if their business is at threat.
Know what other competitors are able and likely to offer, and which ones are being
considered if any.
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Get information about what your prospect's strategic issues, aims, priorities and
problems are or if you can't find out these prior to the meeting / call, find out what
the market sector is in which the prospect operates.
Prepare your presentation in the format in which you are to give it (e.g., MS
Powerpoint slides for laptop or projected presentation) plus all materials, samples,
hand-outs, brochures, etc., and always have spares - allow for more than the
planned numbers as extra people often appear at the last minute.
Prepare a checklist of questions or headings that will assist you to gather all the
information you need.
Think carefully about what you want to get from the meeting and make a plan to
achieve it.
Understand and make the most of cold calling: despite the tendency for some
organisations to position cold calling as an enquiry-generation activity, cold calling
increasingly enables sales people to become more strategic and significant in the
sales function.
2. INTRODUCTION /OPENING
During this phase, smile - be professional, and take confidence from the fact that
you are well-prepared. Introduce yourself; say your first and last name, what your
job is and the company you represent, and what your company does (ensure this is
orientated to appeal to the prospect's strategic issues). Set the scene - explain the
purpose of your visit / call, again orientate around your prospect not yourself, e.g.
"I'd like to learn about your situation and priorities in this area, and then if
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appropriate, to explain how we (your own company) can approach these issues.
Then if there looks as though there might be some common ground, to agree how
we could move to the next stage."
Ask how much time your prospect has and agree what time to finish. Also ask if you
can take notes (it's polite to ask as all business information is potentially sensitive,
and asking shows your professionalism).
Ask if you can make a few questions or whether your prospect would prefer a quick
overview of your own company first (this will depend on how strongly known and
credible your own company is - if only a little you should plan to give a quick
credibility-building overview in your introduction)
3. QUESTIONING
The main purpose of questioning is to confirm or find out the strongest perceived
organisational benefit that would accrue to the prospect from the product/service
you are promoting - it may be one (usually) or two (occasionally) or three (rarely)
key things, which may be obvious to seller and buyer, or not obvious to either, in
which case questioning skill is critical. Questioning will also help you discover the
best way to develop the sale with the organisation – what their decision-making
policy is, when, people and procedures involved, competition in the market, etc.
Empathic questioning also builds relationships, trust and rapport - nobody wants
to buy anything from a sales person who's only interested in their own product or
company - we all want to buy from somebody who gives the time and skill to
interpreting and properly meeting our own personal needs.
In the previous step you have prepared a list of questions or headings - now use it.
Use open questions to gather information - for example, questions beginning with
Who, What, Why, Where, When, How. Making suitable questions to discover how a
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product or service can benefit the potential customer is a key tool in finding out how
you can proceed with the sale. It also helps you build rapport because selling is
establishing a good relationship with potential customers. People tend to buy from
those who take the trouble to find out what the customers really need and to
understand the concerns and constraints they may have.
Use "Can you tell me about how..." if you are questioning a senior-level contact -
generally the more senior the contact, the bigger the open questions you can ask,
and the more comfortable the other person will be and able to give you the
information you need.
'What...? and 'How...?' are the best words to use in open questions because they
provoke thinking and generate responses about facts and feelings in a non-
threatening way.
Use 'Why?' to read between the lines and find out reasons and motives beneath the
initial answers given, but be very careful and sparing in using 'why' because the word
'why?' is threatening to most people - it causes the other person to feel they have to
defend or justify themselves, and it might not reveal the true situation and feelings,
especially in early discussions with people when trust and rapport is at a low level.
Listen carefully and empathically, maintain good eye-contact, understand, and show
that you understand - especially understand what is meant and felt, not just what is
said, particularly when it is about motives and personal aspects. Interpret and reflect
back and confirm you have understood what is being explained, and if applicable
express the feelings behind it.
Use closed questions to qualify and confirm your interpretation. Closed questions
are questions that limit the answer to a particular set of responses and can be
answered with a yes or no, e.g., "Do you mean that when this type of equipment
goes down then all production ceases?", or "Are you saying that if a new contract is
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not drawn by end-March then the existing one is automatically renewed for another
year?" ‘In market research closed questions can be used for quantitative research
while open questions are used for qualitative research. Closed questions are often
used in questionnaires requiring filling them out by ticking boxes. Closed questions
can be very helpful in sales. Ex.: “Do you mean that you would rather buy x?”, “Is it
true to say that your old contract is up for renewal?”
When you've asked a question, then listen - do not interrupt the prospect. Your
prospect should actually be doing 80-99% of the talking during this stage of the
sales call; if you are talking for a third or half of the time, then you are not asking
the right sort of questions.
Do not jump onto an opportunity and start explaining how you can solve the problem
until you have asked all your questions and gathered all the information you need (in
any event you should never be seen to 'jump' onto any issue).
If during the questioning you think of a new important question to ask, note it down
or you'll forget it.
When you have gathered all necessary information, thank the prospect, then take a
few moments to think about, discuss and summarise the key issues / requirements /
priorities from your prospect's organisational (and personal if applicable) perspective.
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4. PRESENTATION
The presentation should focus on a central proposition, which should be the unique
perceived benefit that the prospect gains from the product/service you are selling.
During the questioning phase the sales person will have refined the understanding as
to what this is - the presentation must now focus on 'matching' the benefits of
the product with the needs of the prospect so that the prospect is entirely
satisfied with the proposition.
The sales person needs to have very good knowledge about the many different
organisational benefits that accrue to the prospect, and the reason why these
perceived benefits will vary according to the type of customer organisation (sector,
size, structure, strategy, economic status, culture, etc).
The presentation must demonstrate that the product/service meets the prospect's
needs, priorities, constraints and motives, or the prospect will not consider buying or
moving to the next stage; this is why establishing the prospect's situation and
priorities during the questioning phase is so vital.
The sales person must not talk about technical features from the seller's point of
view without linking the features clearly to organisational context and benefit for the
prospect and above all must avoid using any jargon which the prospect may not
understand.
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The sales presentations must always meet the needs of the prospect in terms of the
level of information and relevance to the prospect's own situation, which is another
reason for proper preparation.
During the presentation, the sales person must mention relevant evidence of
success, references from similar sectors and applications, facts and figures - all
backing up the central proposition.
Business decision-makers buy when they feel confident that their decision will
either bring them money, or save them money or time; they also need to be certain
that the new product/service will be sustainable and reliable; therefore the
presentation must be convincing in these areas.
Individual buyers buy for similar reasons, but for more personal ones, e.g., status,
security, image, etc., which may need to feature in this type of presentations if they
form part of the main perceived benefit for the individual prospect.
Try to focus on the main perceived benefit. However, mention all the other
incidental requirements and constraints, but do not exaggerate and 'pile high' loads
of incidental benefits as this may detract you from the central proposition.
Use the language and style of the prospect – e.g., technical people need technical
evidence; sales and marketing people like to see competitive advantage accruing for
their own organization; finance directors need a clear comparison between benefits
and costs, profit and operating efficiency. On the other hand, the lay prospect is not
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so much interested in technical language so focus on their main interest and use
simple and comprehensible language.
Make the presentation in a relaxed way. If you don't know the answer to a question
simply say you don't know and promise to get back with an answer later, and make
sure you do.
Don’t show disrespect for competitors in the market - it reduces your credibility and
integrity and above all don't even imply anything derogatory about competitors.
Leave some time for questions at the end or even better at any time during the
presentation – it’s up to your level of confidence.
At all times be relaxed and friendly - people buy from people who love and trust their
products and companies.
Negotiation is something that we do all the time and is not only used in sales or
business purposes. For instance, we use it in our social lives perhaps when making
an appointment or deciding a time to meet with our friends, or where to go for
entertainment.
Many people perceive negotiation as convincing others to agree with what they are
presenting. It isn't. Instead, negotiation is educating your potential customers until
they understand why it is they must – must! – have your product / service.
Negotiation skill is really a special communication skill and it is not entirely based on
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the words you are using, whether they are used in writing or verbally. Instead, as
much as half of what you're communicating to others is contained in what they see
or understand.
Communication is always the link that will be used to negotiate the issue/argument
whether it is face-to-face, on the telephone or in writing. Remember, negotiation is
not always between two people: it can involve several people from two parties.
It is natural during a sales transaction to expect lots of objections and this used to
happen in the past as the selling process was rather one-way, and less empathic.
Successful modern selling, however, now demands more initial understanding from
the sales person, and the sales procedure becomes smoother. The key element is to
handle any objections constructively.
Here are some tips to use at this step: if objections arise, firstly the sales person
should deal with each one by reflecting back to the person who raised it, to define
the precise nature of the objection - "Why do you say that?" is usually a good start.
It may be necessary to go deeper to get to the real issue, by asking why to a series
of answers as some objections may result from misunderstanding, between the sales
person and the prospect.
One should consider that lots of objections are simply a request for more
information, so definitely avoid responding by trying to re-sell the benefit - simply
ask and probe instead; the best standard response is something like "I understand
why that could be an issue, can I ask you to tell me more about why it is and what's
important for you here?.."
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the contract, but you'd prefer the payments spread over three years rather than
two? – well, I think we could probably do something about that..."
When selling, you must create an impression that there is no alternative comparable
supplier. You have to create the impression that your product or service is unique,
and that the other person has nowhere else to go. The way you present yourself and
your product must convince the prospect that they have nowhere else to go, and
that they cannot afford to walk away. This positioning of uniqueness is the most
important tactic to ensure a successful sale even before you start to negotiate.
If, however, your product offer is not unique remember that you are part of it. You
can still create a unique position for yourself by the way that you conduct yourself,
build trust, rapport, and empathy with the prospect. Establishing a position or
impression of uniqueness is the most effective technique when you are selling,
whereas denying uniqueness is the most powerful tactic of the buyer.
It is essential to overcome all the objections, and in so doing, the sales person is
effectively isolating them as the only reasons why the prospect should not proceed,
but then the more modern approach is to work with the prospect in first
understanding what lies beneath each objection, and then working with the prospect
to form the proposition so that it fits more acceptably with what is required.
Avoid head-to-head arguments - even if you win them you'll destroy the relationship
and you'll go no further with the prospect. You must enable a constructive discussion
so that you and the prospect are both working at the problem together; if the basic
proposition is sound, most objections are usually overcome by both the seller and
the buyer adjusting their positions slightly.
By this stage you may have seen or felt some signs that the prospect is clearly
visualising or imagining the sale proceeding, or even talking in terms of your working
together as supplier and customer; this is called buying warmth. Certain questions
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and comments from prospects are described as buying signals because they
indicate that the prospect may be visualising buying or having the product/service.
6. CLOSE/CLOSING/AGREEMENT
The best close these days is something like "Are you happy that we've covered
everything and would you like to go ahead?", or simply "Would you like to
go ahead?" If the sales person conducts the sale properly, the prospect will close
the deal himself, and this should be another objective for the sales person - it's
civilised, respectful, and actually implies a high level of sales professionalism.
As for the decision makers, the manner in which a sale is concluded depends on their
style. Watch out for the signs: they are not likely to decide very quickly and may be
a little annoyed if you leave matters unanswered; cautious technical people will want
every detail covered and may need time to think, so don't push them, but do stay in
touch and make sure they have all the information they need; very friendly types of
people may actually say yes before they're ready, in which case you need to ensure
that everything is suitably covered so nothing can come up later.
Here are some well used types of closing a sale which you can use according to how
you feel about each case:
The pen close: "Do you want to use your pen or mine?" (while producing the
contract and pen).
The alternative close: "Would you like it delivered next Tuesday or next Friday?",
or "We can do the X ... in grey, and we have a stock in white - which one would you
prefer?"
The challenge close: "I know most men wouldn't be able to buy something of this
value without consulting their wives - do you need to get your wife's permission on
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this?" or "Most business people in your position need to refer this kind of decision to
their boss, do you need to refer it?"
The ego close: "We generally find that only the people who appreciate and are
prepared to pay for the best quality go for this service - I don't know how you feel
about it?..."
The negative close: "I'm sorry but due to staff holidays we can't deliver in three
weeks after the 20th, so we can only do it next week, is that alright?"
The guilt close: "Over three years it might seem a lot of money, but we find that
most responsible people decide they simply have no choice but to go for it when it's
less than a euro a day to protect your house..."
The sympathy close: "I know you have some reservations that we can't overcome
right now, but I've got to admit that I'm pretty desperate for this sale - my manager
says he'll fire me if I don't get an order this week, and you're my last chance - I'd be
ever so grateful if you'd go ahead - and I promise you we'd be able to sort out the
extra features once I speak to our production people..."
The puppy dog close/puppy dog sale: "Let me leave it with you and you see
how you get on with it..."
The last ditch close: "Just one last thing - would you tell me where I went wrong -
you see I just know this is right for you, and I feel almost guilty that I've not sold it
to you properly, as if I've let you down....."
The pros and cons list: "I can appreciate this is a tough decision - what normally
works is to write down a list of all the pros and cons - two separate columns - and
then we can both see clearly if overall it's the right thing to do..."
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The elimination close: "I can see I've not explained this properly - can we take a
moment to go through all the benefits and see which one is holding us back from
proceeding?" (the sales person lists all the benefits and runs through each one to
confirm it's not that one which is causing the problem, crossing a line through each
as he continues. When he deletes the last one he can claim that there really seems
to be no reason for not going ahead...)
7. FOLLOW-UP/FULFILMENT/DELIVERY/ADMIN
After-sales follow-up depends on the type of product and service, but generally for
every sale the sales person must carry out a number of important processes:
All relevant paperwork must be completed and copies provided to the
customer: the confirmation of the order and its details to the customer,
possibly the completion of installation and delivery specification and
instructions.
A sales report by the sales person is also necessary, generally on a pro-forma
or computer screen, typically detailing the order value, product type and
quantity, and details about the customer such as business sector, address,
telephone, website, etc.
The sales person should also make follow-up contact with the customer - as
often as necessary - to confirm that the customer is satisfied with the way the
order is being progressed; this helps reduce possible confusion and
misunderstanding, which are a big cause of customer dissatisfaction or order
cancellation if left unresolved.
The sales person should act like the 'guardian' of the customer, even if a well-
organised customer service exists for general after-sales care.
Follow-up is an important indicator of integrity; when a sales person makes a
sale he is personally endorsing the product and the company, so ensuring that
value and satisfaction are fulfilled is an integral part of modern sales function.
Good follow-up will be rewarded with referrals to other customers.
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Several of these sales tips have been mentioned before, but look closely at the
following that summarize and explain further the various approaches and sales
techniques.
Among the many types of sales styles and techniques how will you know what works
and what does not? To make things easier, think about your target market and their
perceptions about your product type. Do your potential customers know they need it
and simply have to choose from the various brands available on the market? Or, do
they have no idea how much the product would help them be more productive? Do
they even know about your product?
Consider these things before choosing what methods might work for your product or
service. It is obvious that a sales method that works for school equipment won't
work for office management consulting services. Although they are both targeting a
similar market, the knowledge and understanding of your prospects will be much
different. In the first case they have to be informed about how much they can
benefit from modern school equipment, while in the second case they have to be
informed about how to manage their business more efficiently. In both cases they
know the basics for their businesses.
So, even though there are many sales methods, the choices are narrowed as you
think about your market and what their needs are, as well as what their expectations
may be.
Below there are tips that are beneficial in almost any market. These tips are basic
guidelines that any sales person can benefit from.
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second they will know that you are prepared and you are interested in their
business and not just interested in making the sale.
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Now you have several sales tips to keep in mind and use either when you're out
there pounding the pavement or in front of a switchboard calling your prospective
clients.
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have all one objective: the sale. In all types of sales there are certain selling
fundamental aspects that are to be found in every sales interaction. There are,
however, elements in tele-sales that make selling over the phone entirely unique,
and it is in these areas that one must concentrate to ensure that the sales approach
remains effective and efficient.
The two essential elements to ensure effectiveness in telephone sales are scripting
and tone, in other words what you say and how you say it. Efficiency in Call
Centre selling is best maintained through good call control techniques and the
use of a standard call structure.
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It is suggested that the likelihood of success in a tele-sales call is 87% based on tone
of voice. When you sell face-to-face you have the advantage of body language and
you can use visual stimuli to enhance your sales presentation. On the other hand,
when selling over the telephone, the agent's body language must be made evident
through the tone of the voice, and the only visual stimuli are the pictures the call
agent depicts in the mind of the customer by describing the product. Here one must
understand that an enthusiastic tone of voice will certainly succeed in capturing the
customer's imagination even if one does not know everything about a product.
To understand the perspective of your target group, suppose you are a customer.
Imagine you're in a retail store and there are two sales assistants working. They
each have identical skills, knowledge and abilities, and are selling exactly the same
products. The only thing that differentiates them is that one is just a little bit more
enthusiastic about their job, themselves, their product and you, the customer. Which
one are you more likely to buy from? Certainly the one with some enthusiasm. It is
exactly the same thing over the phone. Customers need to get their questions
answered and their problems resolved, and they expect to be dealt with honestly and
respectfully by someone who cares about them. This caring is best demonstrated
with an enthusiastic tone of voice.
Enthusiasm in the tone of voice has to be adjusted, though. The motto is: “Nothing
in excess” and according to ancient Greeks “Everything in moderation”. Doing
something "in moderation" means not doing it excessively. The best call agents will
quickly judge the rate of speed and enthusiasm of their customer and mirror that to
some extent. It would be wise to be just "an inch" more enthusiastic than the
customer, constantly bringing them up to your level of enthusiasm.
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current calls? Have you written this objective down? What is your number one call
objective? What's number two?
Here are some examples of call objectives for a typical sales campaign:
Make a sale
Make the customer happy
Create new opportunities for future business
Create a loyal customer
Call objectives are equally as important for inbound campaigns as they are for
outbound campaigns. Inbound call agents very often believe that their sole
responsibility is to answer customer questions. This is wrong! Sometimes the
customer starts with questions but his/her own objective is to purchase a company's
product or service. Therefore, try to understand the purpose of inbound calls and
take the chance to have an effective communication leading also to the achievement
of your objectives.
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The inbound and outbound calls for sales and service are the two types of calls
which have historically maintained their distinct roles.
By offering appropriate products to customers who are contacting the call centre for
service, agents can better service a caller. For example, a bank client may call to
inquire what his/her balance is or to see if a transaction has been finalised. While the
agent can answer his/her questions, he might also inquire if the caller would be
interested in purchasing software that would enable internet banking to facilitate
verification of transactions. Call centre agents need to recognize that selling the right
products to meet a customer's needs is indeed a good service.
One of the most important skills needed when merging the two types of calls is the
ability to know when to sell on a service call and when to focus solely on the service
issue. The first priority has to be to solve the problem or answer the question. An
aggressive client whose credit card has been overcharged probably does not care
about a new banking product. However, someone calling to inquire information
about how often their credit card will be charged may be interested to know that
they can have their bill paid directly from their bank account without having to visit
the bank.
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resolve your problem, but thanks you for calling, you might be interested in hearing
about the company's software upgrades that are now available.
There is a fine line between when to sell and when to serve that needs good
skills and may require additional training or coaching for reps.
Many Call Centres integrate inbound and outbound calling to optimize the use of the
agents' time and this becomes feasible by using the new technology to support call
blending. By using predictive diallers, for example, call centres can fill in slower
periods by automatically generating outbound calls. This is possible when the
inbound and outbound systems are integrated to optimize performance. By linking
databases, agents can respond quickly to customers' questions and can have
customers' data and appropriate scripting in front of them when making outbound
calls.
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Call blending and integrating sales and service calls can be the key element to
optimizing the use of the staff and enhancing the productivity of the call centre.
A successful call centre has defined its applications and its call volume fluctuation,
has determined its technology needs, has assessed the skills of its staff, has provided
them with appropriate training and has monitored its success. Then call blending can
be a successful solution for the call centre, its agents and, most important, its clients.
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One of the factors that can undermine the function of a Call Centre is call
reluctance, or the unwillingness to make or take the number of calls necessary to
meet performance objectives. This is a common plague for telephone agents. The
main causes of call reluctance are:
lack of desire
lack of knowledge
lack of skill,
past experience
fear of failure
Call reluctance, however, can be overcome within one week by following the advice
below:
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You must know that some people are already looking for your product - if you make
enough calls, you'll finally find someone to say "yes." Always think how successful
you can be if you can communicate value (what's in it for them?) confidently!
Agent’s Confidence
Selling is a process during which you transfer emotion and this goes from you to the
prospect. Your enthusiasm that you have a solution to someone's problem will trigger
excitement and prospects will want to speak with you. When you assume the sale,
you transfer that confidence and enthusiasm to the prospect.
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1) Sit back to back and one plays the sales person and the other plays the role of a
prospective customer who has some objections. Be careful: the objective is not to
"beat" each other at the game; it is to improve your skills. Don't throw several
objections at someone while role-playing. When you finish exchange roles.
2) Don't look at each other - you won't be able to nod at the person on the phone
and get them to nod back, so don't allow yourself the ability to do this while role-
playing.
3) Allow the "player" to go through the script three times without objections - it will
be hard enough for them to get the "feel" of the script the first few times without
having to worry about effectively answering your objections.
Effective Scripts
Use scripts as the path to guide you to your goal. They are not meant to be read.
Many people feel that scripts are "limiting" when, in fact, if used properly, nothing is
farther from the truth. Scripts will breed creativity, not stifle it. Prepare scripts to
handle objections - if you know your top objections and are confident you can handle
them even before they arise, and so your confidence level goes up. You are not
forced to come up with a new answer every time you hear the same objection.
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Importance of Morale
The good function of the call centre plays a significant role in any company's
success. Always bear it in the forefront of your mind and be proud of your
contribution to your company's success.
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The set up of modern call centres relies heavily on technology. In big companies and
for bigger efficiency, agents before 2000 needed to work in agent groups and
therefore in large buildings.
Due to the limitations on the cost of bandwidth and also on the technology used in
the ACD systems (Automated Call Distribution)1, calls would be shared between
agent groups for load balancing across expensive private line circuits.
An example is shown in Figure 1.
1
AUTOMATED CALL DISTRIBUTION PHONE SYSTEMS
Database Systems Corp. supports both analog and digital phone systems with ACD features. A simple
ACD system processes incoming telephone calls on a first come first serve basis or based upon one’s
own business rules. When an agent becomes available, this representative serves the first caller in this
queue. However, the phone system can do far more than simply process calls in sequence. The
PACER (digital) or WIZARD (analog) ACD phone system manages multiple call queues, keeps a log of
call group activity, and monitors call activity such as call queues, agents, and on hold times.
Depending upon user defined business rules automatic call distribution systems create different
processing paths for different callers.
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figure 1
Agents would work in agent groups in each different location. To distribute the calls
between the different locations, and to keep costs down – calls were answered
locally and the excess calls were sent to the other locations to help balance out the
peaks and troughs.
Since then various technologies were used to help reduce the problems of doing this
– in a private environment through post call routing, or in the public environment
through pre-call routing. But there were always trade-offs. “Seamless call flow was
always the vision. But the difficulty was that the onus was nearly always on the
vendor and it was very difficult to achieve.” said Dudley LaRus, Vice President of
global marketing for Amcat. “Now at the end of 2005 it seems it is becoming a
reality.”
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figure 2
With the adoption of IP on premise routing technology, along with plentiful amounts
of available bandwidth in the internet and private networks, virtual call centres are
now a state-of-the-art.
“The whole geographical basis of call centres is now changing – it doesn’t really
matter where you are located now. As long as you have an IP connection you could
be located almost anywhere in the world and be able to take calls” comments Lode
Vande Sande, a call centre consultant based in Belgium.
Instead of setting up your call centre at the head office, which can be very
expensive, you can now more easily employ clusters of agents as remote locations
either in your own location or offshore. This makes outsourcing a lot easier (figure 2).
Virtual Call Centres are easy to manage. All your call centres can be put into a single
agent group, or into different skill groups – irrespective of their location. It is also
much easier to be able to track management information.
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Today a lot of high profile companies hire home based agents connected via IP
connections to handle incoming calls and, on the other hand, tele-work is becoming
more and more popular so you can work at home as a home-based Call Agent
providing information, processing orders, and up-selling products and services. This
can be a flexible, satisfactory and profitable job, providing you manage your time, as
well as your personality and expectations.
A quiet work environment is easier to maintain if your work area or office is not in
the middle of the "traffic flow" of your home. Keep a sign on your office door to
remind the family that when the door is shut you are working and they are to respect
it.
Working from home it may be lonely compared to working with other call agents at a
call centre but it is more comfortable. Now about your personality and this type of
work from home: as a call agent you will be spending most of your time on the
phone dealing with people who may or may not be pleased with the company you
are representing. You should expect various kinds of calls, not always pleasant and
not the expected standard. Training to deal with these types of calls will show how to
manage them. In general, if you love people, talking on the phone, and enjoy
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helping others, then you will enjoy this type of work. What you need is to sustain a
positive attitude and try to find a little humour to cope with it efficiently.
You need to spend some time training and learning about the company's
products/service you will be taking calls for. Most companies require and offer web
based or conference call training, but it is often unpaid. Weigh the advantages
and drawbacks of each training opportunity, as to how much training is required and
the pay you will receive when you begin taking calls.
The flexibility to choose your own hours is the best part of working from home, but
with that comes the responsibility of managing your time. It would be advisable to
set realistic limits in your life. Know how much time you can work before you
schedule yourself for those hours.
Working as a call agent from home can be fun and exciting since you will be doing
your work from your own home environment without having to commute to work
and cope with traffic jams and what’s more you will be with your kids.
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Within the call centre you need to improve your listening skills to make effective
calls. The following advice will help you develop your listening skills.
Detect emotions: Listen to the emotion in your caller’s voice. Does it match or
reinforce the words they are using?
Ask questions: Ask questions to gain more information on points you need to
clarify.
Don’t interrupt your caller: You can listen more effectively when you’re not
talking, so don’t interrupt your caller.
Don’t pre-empt: Avoid pre-empting what your caller is going to say; chances are
you will be wrong and miss some of the content of their conversation.
Recap key facts: Summarise to check you have heard the key facts and content of
the caller’s conversation correctly. It also lets the caller know you have understood
them. Statements such as “What you say is…” and “Sounds like you are saying…” are
great ways to reflect back and summarise.
Pen and paper at the ready: Have a pen and paper at hand and make short quick
references to any questions you want to ask or points you wish to raise or comment
on. When your caller has finished speaking, refer back to your notes and take action.
If you are thinking of answers while the caller is speaking, you are not listening
properly.
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Ask them to say it again: If you miss a point you may say: “I’m sorry I missed
that last point. Please repeat that for me.”
Watch the stereotypes: Avoid assuming individuals about how you expect them to
act and what they will say next. Stereotyping people will bias your listening and
judgement.
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Have you ever wondered how your prospective customers perceive you?
Based on Colleen Francis’s research, sales people are generally perceived by buyers
as one of four types:
1. Purely transactional. Purely transactional sales people love "the deal," and
once they close a sale, they immediately move on to the next one. Most transactional
sales people work in high volume but low price environments, where they can close
lots of transactions each day or week. They fail, though, to build long-term
relationships with their customers.
2. "How do you like me so far?" These sales people try to charm their prospects
into buying by using humour. They tell jokes, dish great gossip and are always
everyone's favourite.
3. The Ginsu knifers. This type represents the majority of sales people - those who
use greed to convince their prospects to buy, tease prospects with the line "…but
wait… don't order yet!" and then proceed to talk about all the great discounts,
special offers and additional products the prospect expects to receive. We see greed
being used through offering free samples, special discounts, money-back guarantee -
or simply the lowest price.
4. Honesty sells. Exceptionally successful sales people simply focus on being nice
to and honest with their customers. They genuinely care for their customers, feel
empathy for their problems and sincerely want to help them. Honest sales people
don't "pitch" prospects or sell features and benefits. They don't pressure with limited-
time offers and discounts. Most importantly, they do little talking (25%) and a lot of
listening (75%).
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Between these four main types of sales people, who really finishes last - and who
finishes first?
Transactional sales people may close lots of deals up front, but since they don't
create a memorable customer experience, their clients may feel used, as if their
value to the company is solely determined by the size of their last order. Customer
service issues will go ignored, because solving them has no immediate impact on the
bottom line. As a result, the customer addresses other companies.
You can be the soul of the party but can your prospect take you seriously when
you don't take yourself seriously? You'll probably close some smaller deals because
people like you, but will they trust you for after sales service or for a big order?
Moreover, being the jokester is a difficult role to maintain, and you could offend
someone important.
Nice guys finish first, because nice guys understand that closing business is not
about them but about the customer. They concentrate on creating a positive
customer experience that is based on trust and honesty. As a result, 98% of their
customers don't look elsewhere when they need to reorder. This means that "nice"
sales people do 70%-80% of their business each year with their existing customer
base, proving that being honest is the secret to working less and selling more.
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The following steps are useful to help you create a more positive customer
experience for your clients.
2. Observe their body language and tone of voice. Try to capture the physical
impression your prospect makes, and then do your best to match it to build rapport.
3. Make eye contact. This is very important when you have a meeting face-to-
face. This demonstrates sincerity and genuine interest in your prospect. This step
cannot be followed by call agents who have to rely exclusively on the tone of voice
but it’s useful to know this approach.
4. Add value and give first. Share your network of contacts with your customers,
and don't expect them to give you their business without you giving them something
first. This does not mean you must give away free products in the hope they will buy
more. Instead, give away things that increase your value. They may need a referral
to a partner of yours, or help finding a new lawyer. Or maybe they have a business
problem that can be fixed with a new idea you read about or heard from someone
else you've met.
5. Express your true intention. Say for example: "I don't know if there's a fit
between what you need and what I have right now, but I'm hoping we can explore
that in more detail during this meeting." or: "I only have your best interests at heart,
and I promise to be honest with you throughout our conversation. In the end, I hope
that we can mutually decide if there is a reason to move forward. If not, that's fine
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too, and I hope you'll feel comfortable telling me so." Try this approach yourself a
few times, and you'll be amazed at the response you get.
6. Don't rush to the big decision all at once. We never make decisions without
considering certain factors, pros and cons, even for ordinary things in our lives. The
same is true in our business relationships, so get approval from the customer to
move ahead slowly. The first approval might be just to agree to speak openly with
each other. The second could be an agreement on a follow-up call or meeting date.
The third might be gaining agreement on the decision making criteria, then a
commitment to have the "big boss" present at the demo, followed by an agreement
to a "go/not go" decision date. Don’t try to close a sale while the prospect is still
evaluating options or determining risk, because trust is broken, the prospect feels
pushed and the sale fails.
8. Use people's names. When it comes to using names, there are just two rules to
follow: first, be aware of whether they're more comfortable with first name only or
title plus last name; and second, never overuse their name - this sounds false. Dale
Carnegie once said, "nothing is so beautiful to a person as the sound of their own
name."
Remember: your success is directly defined by the way you are perceived, and the
amount of effort you put into your career. Changing either of these variables will
have a huge impact on whether you succeed or fail. Finally, the type of sales person
you choose to be depends entirely on you. Choose to be "nice" – that is honest, open
and empathetic to your customers' needs - and you will experience consistent sales
growth, building an excellent reputation and becoming a leader in your field,
regardless of the market you sell in or the state of the economy.
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There are different types of customers and this is obvious since every person has a
different personality and different expectations. We can distinguish four main types
of customers:
The straightforward type: These prospects are very direct in their approach. They
tend to be forceful and always want to control the sales call. They often act
aggressively, they may point at you when they talk, they often challenge you and
they seldom listen to what you say. They focus on results and hate wasting time. To
achieve the best sales results with these prospects you must be direct and assertive.
Get right to the point and focus your conversation on the results they will achieve by
using your product or service.
The chatterbox type: They are outgoing but very ego-centric people. They are
often unpunctual for meetings; they constantly interrupt you and cause your sales
calls to go beyond the scheduled time. They tend to be more concerned with
listening to themselves talk which causes frustration. To gain their trust, invest some
time in social conversation since relationships are very important to this type of
prospects. They make decisions on intuition and how they feel about the sales
person. If you challenge them they will feel rejected and will stop responding. Tell
them how good your solution will make them look to others in the company or how
their status or image will improve. They will respond positively to this approach.
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The conservative type: These people are soft-spoken "nice" fellows who seem to
be more interested in their team and colleagues than in their personal results. They
tend to be quiet ‘thinking about the product…’ but reluctant to make a buying
decision. For these people security and structure are important and they don’t want
to make changes. They may consider how their decision will affect other people
within their company. The best procedure is to slow down the sales process,
demonstrate how your solution will benefit the team, and eliminate as much risk
from the decision-making process as possible. Use logical manner and words like
"fair" "logical" and "your team" to ensure better results.
The analytical type: This type of customer reads every point and specification
about your product or service and always wants more information, including written
guarantee and back up documentation. This type is very difficult to get engaged in
an open conversation and express personal feelings or emotions when making a
decision.
In general, you must have a lot of different approaches to cater for all types of
prospective customers in order to generate better sales.
C4_SELLING TECHNIQUES AND SKILLS by Eugenia Papaioannou, Vocational Training Organisation EPICENT‘E
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There are some phrases that you must not say in sales as they may reduce your
credibility and fail your sale. These phrases have proved to have fetched mediocre
results. Despite this, they are still being used by veteran sales people and the cycle
continues by new sales people mentored by them. They may, though, undermine the
credibility of sales people and encourage defensive barriers in the minds of the
prospects.
1. Trust me / believe me
This pairing of trust and me signals prospective buyers to put up their defence
shields and create a negative reaction. Trust cannot be requested, it can only be
earned. Eventually, the buyer will decide whom to trust, when, and how much.
Asking for trust will actually prevent the sales person from getting it. “Believe me…”
is related to “trust me…”
C4_SELLING TECHNIQUES AND SKILLS by Eugenia Papaioannou, Vocational Training Organisation EPICENT‘E
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A more satisfactory approach is to show the value of the product, service, or idea.
Value takes into account integrity, experience, service, reliability, trustworthiness,
uniqueness, desirability, and how the buyer will benefit from it.
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All in all, avoid phrases that may not build up a relationship with your prospect. Avoid
any phrases that may create the impression to the prospect that something is in
doubt. They may react defensively and finally shop somewhere else.
C4_SELLING TECHNIQUES AND SKILLS by Eugenia Papaioannou, Vocational Training Organisation EPICENT‘E
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It is very important and more economical to be able to keep existing customers than
getting new ones. In fact, it costs more than five times to get new customers than it
is to sustain existing ones. This shows how valuable it is to build a relationship with
your customers and turning them into both repeat buyers and spokespeople for your
company. Word of mouth referrals are still one of the best ways to make new sales.
If a customer is satisfied with a product they have bought from X company and tells
a friend that they bought it from X company, then their friend is more likely to
address X company and buy.
Building a relationship with prospects involves listening frankly to their needs, and
showing an interest in more than just the business; having an open, friendly, low
pressure approach; reacting quickly in case of problems or emergency needs.
Most people react negatively to high pressure sales. In relationship selling, high
pressure is not typically part of the equation, simply because it's hard to have a
friendly relationship with a prospect who feels pressed for closing a sale. In this type
of relationship, you should become a form of support for your clients. Your services
C4_SELLING TECHNIQUES AND SKILLS by Eugenia Papaioannou, Vocational Training Organisation EPICENT‘E
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or products become something they can rely on, and the more you can suit their
needs and make their jobs easier, the better they will respond to further sales offers.
You'll also find that relationship selling benefits companies that offer products in very
competitive markets - particularly if there isn't much difference between products
and you can’t claim uniqueness of your products / services.
C4_SELLING TECHNIQUES AND SKILLS by Eugenia Papaioannou, Vocational Training Organisation EPICENT‘E
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2. Thank you notes – This should be a given step but so many forget to thank their
clients for bringing their business to them. Don’t be that kind of person.
3. Phone - Call them now and then either to wish them on their birthdays, or to
wish them happy holidays, and don’t forget to inquire whether they need your
services.
C4_SELLING TECHNIQUES AND SKILLS by Eugenia Papaioannou, Vocational Training Organisation EPICENT‘E
S.A., Greece
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5. Direct mail – Make sure to include all of your old clients on your mailing list for
promotional material and offers.
7. Incentives - Reward your old clients for being loyal to you. Send them freebies,
small gifts and services, either on special occasion or as a part of a campaign
especially focused on maintaining their loyalty.
8. Keep your service standard up – Or even raise it if possible. Don’t slack off
just because you know them.
9. Ask for feedback – Old clients are a very valuable source of feed-back. Asking
for feed-back gets across the message that you are sensitive to their needs.
10. Throw a party for your old customers – This is a great way to maintain
relationships. Who doesn’t love parties?
11. Get together every now and then - Meet for lunch or coffee, it will be a good
opportunity to find out if they still need you.
By using this advice, you’ll be sure to maintain a steady, loyal clientele that will keep
you in business as well as bring you new clients.
Call Agents will not be able to use all the above techniques, but certainly they will be
able to use some of them.
C4_SELLING TECHNIQUES AND SKILLS by Eugenia Papaioannou, Vocational Training Organisation EPICENT‘E
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A useful tool to manage and maintain your clients is a form of contact management
software or a good Customer Relationship Management (CRM) system.
CRM is a tool that everyone in your company will use to track customer information
and it is not exclusively a tool for sales. The best approach is to assemble a cross-
section of all company staff that will use this system and conclude what features
they need.
Based on the input and needs you have gathered, start looking at systems, and
eliminate the ones that don't meet your highest priorities.
It would be a good idea to talk to the companies that have practical experience using
the two or three CRM systems you are still considering before making your final
decision. Also, make sure to ask these users what they do not like about their
particular CRM system.
With your needs assessment and referrals gathered, decide on the CRM system that
fits your priorities. Your CRM team should include a technical member who will do
the installation and setup of your system. You will also need a person who
understands your company’s processes and procedures and will be a main user. This
person will customize the system to meet the specific business needs of your
company but it is wise to make it as simple and straightforward as possible.
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Customers in today's world want to work with companies that go the extra mile in
the services they offer. A strong and functional CRM system used by the entire
company is a great step in the right direction. Remember, customer relationship
management is a total company function and not just a sales tool.
You can contact FreeCRM.com if you want to use a free CRM software solution for
customer relationship management and sales force automation.
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BIBLIOGRAPHY:
“SEVEN STEPS TO SELECTING THE BEST CRM SYSTEM FOR YOUR COMPANY ” PUBLISHED: J UNE 2, 2005 BY ERIC
HUNT, BOOMER CONSULTING , INC.;
"SKILLS NECESSARY FOR BLENDED SALES AND SERVICE , THE TELEMARKETING & CALL CENTER SOLUTIONS” N OV
1997; FINDARTICLES.COM ;
C4_SELLING TECHNIQUES AND SKILLS by Eugenia Papaioannou, Vocational Training Organisation EPICENT‘E
S.A., Greece