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Who You Call Matters

Kids are so smart. Have you ever watched them in action? More often than not, when they want something they get it. Why? They get yes answers because they have a natural radar that tells them who to ask? Not really. What they have is a natural instinct to remember what does and doesn’t work depending on their want or need. They know if they want sweets at 4 p.m. that Mom will say,”No, it’s too close to dinner.” Dad will say, “Okay, if you bring me one too.” If they want new clothes, dad might say, “You have a closet full.” Mom might say, “All of your pants are getting short. We can make a stop at the clothing store on Tuesday when I go into town to get groceries.”

If you’ve been in the sales business for years you have most likely developed a sense of who best to approach based on trial and error, but what if you’re new to the game and your instincts are not yet fine tuned? It would be wise to avoid making assumptions about where the power lies to start the sales process. It isn’t as obvious as it seems on the surface. Starting at the top – just might be a waste of time and a quick step to “no thanks.”

There are no ironclad rules about who the right person to call is, but aside from your experience and gut instinct, there are things to consider.

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Who To Call

  • CEO’s – While one might assume it best to just start at the top, it could play out to be a mistake. There’s a reason a gatekeeper is often in place; a reason that a team of advising department heads exist. CEO’s like filtered information because they are busy with commitments that encompass the whole company. What software their accountant is using is not their top priority. The accountant best know what works for them.  Starting with the CEO is a risky first call.
  • VP’s & Directors – You could be in the right place, but whether they are regional or a major voice out of Corporate might have some bearing on their decision making authority, but they can invite your second call.
  • Sales Engineers are a good place to start.  They too can agree to a second call.
  • Managers – Not a strong foothold, but not a total rule out either. The larger a company is the less likely your success with managers – especially territory managers. There are stronger voices higher up.
  • Sales Effectiveness, Sales Enablement & Sales Coordinators are reasonable targets because they aren’t generally inundated with sales calls. They may listen with a fresh ear and be a back door in.
  • Referrals – Positively a great foot in the door. Name dropping can be magic.
  • About that Gatekeeper – They aren’t decision makers; nor can they invite a call back, but they do have power.  They are a friend you want to have because you have to get around them to get to anyone else. If you can’t engage them, they won’t pass on your message. That’s their job.

Communicate with your sales team and share insights and pick up tidbits, and then urge your lead generators to target specifics. They can find most anything if they know what you’re looking for.  I don’t know if they can help with getting you a cookie just before dinner, but you’re in sales… It’s always worth an ask.

Deborah Elliott, a transplant from Northern California now calls Texas home. While she is currently part of the team at ShadeTree Technology, she holds a Masters in Special Education, and has to her credit a stint as editor of her city paper in the mid-1980’s. She built her writing career writing feature stories and a newspaper column entitled, “Matter of Opinion” that ran in both California and Mississippi. In 1987 she was recognized by the California Teachers Association for her contribution to education through journalism. Authoring the company newsletter for Raymus Land Development, a prestigious home builder in California’s Central Valley allowed her to take her writing endeavors down a new path. Elliott is also the author of multiple works of fiction that are currently available as electronic downloads on Amazon.
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