Archive for the ‘Tactics’ Category

The Old Dog & Pony Show

Sunday, March 28th, 2010

Dog and Pony shows originally referred to the small circuses that traveled the country. Now the term is commonly used for that all out, big deal, sales presentation.

Sales people are not completely to blame for this much hated ritual of the buying process. Customers are programmed to ask sales people to come in and “make a pitch”. Countless hours are spent designing, practicing and presenting huge decks loaded with features and benefits. Even with all of this communication customers often make decisions they later regret. Or maybe worse, they make no decision at all. There is a better way.

Presentation Circus
I received a call from a sales team targeting a national account. The team had already made several presentations to the client’s marketing group and they had been asked to make yet another.

After previous presentations the client’s team would say “We are impressed with what you do. There are probably ways for us to use your services.” Unfortunately, after those meetings nothing happened. The sales team was frustrated because they seemed to be stuck.

When an act is a flop the Ringmaster of the circus shifts the audience’s attention to another act in order to keep them entertained. The presentations were failing. I could see it was time to put on my Ringmaster hat.

Send in the Clowns
The clowns in a circus keep the show moving along. Clowns will often grab a member of the audience and pull them into the act. It’s unexpected, it builds tension. It means that the audience is now part of the show, not just observers.

Back in our little circus, instead of scrambling to assemble another deck of slides, I called the customer to ask if they would be willing to try something else. I asked if they would participate in a brainstorming session to identify real issues. When recruiting someone from the crowd sometimes the clowns have to pull them from their seats. Our “audience” needed a little coaxing too.

Finally, they agreed to participate.  We set up a new meeting, led by a Six Sigma trained member of our team. Rather than present our endless capabilities, our presentation was an interactive session designed to uncover and rank opportunities to improve the customer’s business. There was one issue everyone on the team agreed needed to be improved.

In the Ring
Clowns pull audience members into the spotlight and prompt them to copy simple clownish motions and then they enlist them for more complicated maneuvers. Our presentation format was the same. First a few easy motions. Our clown asked the audience to write down any ideas that pop into their heads to address the issue. My team participated right alongside the customer. Using sticky notes and a process called an Action Workout. The combined team came up with 56 ideas.

Then the more complicated maneuvers started. The presentation included a process to screen 56 ideas down to four possible action plans, and finally, to two.  The outcome of this cooperative diagnosis was mutual agreement on an action plan that was already “sold” through activity of brainstorming and filtering.

Ta Da!
Traditional product presentations, however polished, are doomed if there is no clearly recognized business issue that can engage your customer.  This interactive presentation process led to a natural request to try a pilot program. No high pressure sales tactics from my team and no postponements by the customer.

There was a dog and pony show involved in the end. However, it was a presentation to the customer’s executive team about the success of the pilot. And, it was a presentation with the customer not for the customer.

If your sales presentations are turning into a circus, before you do the same old presentation routine, it might pay to act like a clown.

Top Ten Reasons to use Flip Charts

Saturday, March 13th, 2010
Presentations Unplugged

Presentation Unplugged

Flip charts in the age of PowerPoint? Sounds like heresy!

In this era of rapidly changing technology, is there a drawer in your toolbox for an ancient yet powerful tool for making presentations?  We’ll give you 10 reasons why there should be.

First ,what is a flip chart?

flip chart \1flip chärt\ n. 1. a series of large paper sheets containing charts, information, etc., fastened loosely to allow them to be turned over, and held by a frame for display, as to illustrate a presentation

Here are ten reasons to use them in your sales presentations:

1. Easy to work with

Even though programs like PowerPoint and Keynote have made it simple to create presentations, using them well can take time to learn. We’ve had the skill to create flip charts since kindergarten.

2. Personalized

Garr Reynolds, author of Presentation Zen, recommends going analog when talking about the topic of creating a new presentation. Templates and themes can take you in directions you did not intend. The best tools for presentation creation are paper and pen, markers and whiteboards.

Standing in front of a blank flip chart makes you think about the purpose without being tempted to use a template. It’s been proven that writing things down improves memory. Defining objectives and creating an agenda forces you to organize your thoughts around the story your customer wants to hear.

You will be more familiar with your material if you have written your own charts. Cutting and pasting from corporate presentations doesn’t serve the same purpose.

3. Demonstrates effort

A flip chart will show your customers that this presentation is yours. It won’t have pictures of your corporate headquarters or boring org charts on it. You prepared this just for them.  In Beyond Selling ValueMark Shonka and Dan Kosch recommend that you use this flow to guide preparation of your flip chart;

Them – customer profile, objectives, strategies, issues

Us – your company as a strategic resource

Fit – the relationship potential

Action Steps – specific recommendations

4. Gives you control

Flip charts don’t develop compatibility issues with projectors. Your clicker won’t advance two slides and get stuck. Going back to cover a point is easy.

Your flip chart and easel are at the front of the room with you. You aren’t dependent on a partner to advance the slides from the back of the room where the laptop is.

5. Keeps you at the focus

The flip chart makes you the center of the presentation. You can’t be tempted to add distracting animations. If you want attention you can step in front of the flow chart without being blinded by the projectors’ light.

Also, there is nothing between you and your audience – no computer, no projector and no podium.

6. Differentiates

These days flip charts make your presentation stand out from the rest. There is no shortage of presentations in dark rooms with hundreds of lines of texts and bullets.

It will be clear that you are in command of your material when you present from a flip chart with only highlights. You won’t be tempted to read your presentation to them.

7. Lights on

Dimming the lights to make a projected presentation visible can prevent you from seeing the non-verbal cues your audience gives. Leaving the lights on is better for capturing and keeping their attention too. You won’t have to learn the locations and settings for a complicated lighting system.

8. No power required

Using flip charts means there are no power strips to forget, no lead cords to trip over and no computer failures to interrupt the presentation.

9. Intimate

Most sales presentations are made to a relatively small group. A projected presentation on a big screen feels like overkill. Flip charts bring people toward you.

10. Engaging

Finally, flip charts provide the opportunity to really engage your audience. Hand a key influencer in the group a marker and ask them to rank a list of initiatives right on the chart.

You can make a point by drawing right on your flip chart. Do that with a projected presentation and “that’ll leave a mark” on the boardroom wall.

If you’re convinced that your next presentation might be better done on a flip chart here are a couple of resources to help you:

Flip Charts: How to Draw Them and How to Use Them by Richard Brandt

The Big Book of Flip Charts by Robert Lucas

The Back of the Napkin: Solving Problems and Selling Ideas with Pictures by Dan Roam

Technology often enables us to do things better or faster. But, remember that using technology for technology’s sake isn’t the right reason to use it. Sometimes a flip chart and markers will be all the power you need.

Spreading the Word

Wednesday, February 10th, 2010

I spread the word on priming and had some interesting things happen. An associate at work who deals with subcontractors asked me about priming after he saw my reference to Brian Ahearn’s tip posted on my Linked In profile. I explained the concept.

Consider that my friend is sitting on the other side of the desk, in a purchasing role. If anyone doesn’t believe this is good for both parties – read my friend’s reaction to my explanantion of priming.

“Awesome Ray. Thanks. Thinking about this we get a lot of supplier visits…sometimes they prime us sometimes not…and it does go better when there is priming!”

I was working with an associate on my team in South Bend this week. Over dinner we discussed priming. I could tell she wasn’t sure about it. On the first call we made the next day the customer came out and asked “Are you just checking with me or did we need to meet today?”

The customer was also surprised to see me. She had not planned for the meeting because she hadn’t been primed. She had to go secure a conference room at the last minute.

Despite the missteps at the beginning the call went well and we actually secured a significant piece of new business. However, the point was made. Given that this representative is a professional, she quickly said “Excellent Advice for a more prepared & successful sales call. A technique that I bought into today…..great coaching advice. Thank you for sharing.”

So you see, good sales techniques aren’t manipulative. Priming makes the sales meeting better for everyone. Well, everyone except the competition!

Priming

Wednesday, February 10th, 2010

My friend Brian Ahearn shared this material on a strategy to make sales calls more effective for both the sales person and the customer or prospect.

Vince Lombardi said, “The will to win is not nearly as important as the will to prepare to win.” His philosophy captures the fundamental principle of success – preparation. You may have heard these quotes, “Luck is where preparation meets opportunity” and “Chance favors the prepared.”
Preparation for a sales call includes how the sales call is set up. A recurring theme I heard from managers was they felt their people could do a better job setting up their sales calls. Below are a few simple steps people can use to ensure the best chance for success.
  1. Follow Up Email. After an appointment is set by phone have sales associates send an email confirming the date, time and agenda. The email should also ask the agent if there are other issues to look into before the meeting to avoid being blind sided while in their office. Have your people cc you so you can be sure it’s getting done and to use it as a potential coaching opportunity.
  2. Confirmation Email. It’s always good to confirm the appointment is still on so have people resend the original email the morning of the scheduled meeting. It can be as simple as telling the agent they’re looking forward to seeing them. By sending the original email it gets the agenda in front of the agent for the third time.
  3. Restate Agenda. Once the sales associate is on the sales call, after the meet and greet, they should restate the agenda. This will be the fourth time the agent has heard or seen the agenda so they’ve given it thought, whether consciously or subconsciously. They’re mentally ready to talk about the agenda items unlike an agent who’s confronted with a “drive by” meeting or one where the agenda was never mentioned until the sales associate walked in the door.
  4. Email Afterwards. This is the time to put in writing next steps, whatever was agreed to and potential outcomes.
The above steps tap into the psychological principle known as “priming.” Knowing people’s thoughts and behaviors change because of what they are exposed to beforehand, it’s up to us to make sure they are in the right frame of mind before, during and after a sales call.