Tag Archives: CRM

5 Ways to Be Fully Present in Your Work

By Jeff Beals

I was recently sitting by myself at a restaurant working on my laptop during lunch.  A group of four women was sitting next me. They seemed to be good friends who enjoyed each other’s company.

From time to time, they would say something that caught my attention, and I’d find myself eavesdropping a bit especially when they started talking about their husbands.

One of the four complained that her husband was traveling for work so much that it felt like he was never around. Then she said something particularly interesting: “But at least when he’s here, he does a good job of being fully present.”

“Fully present.”

What an interesting phrase.  What a particularly relevant phrase for life in 2017.

I knew exactly what she meant by “fully present.”  Many professionals are so busy and get so engrossed in their professional lives that they can’t seem to turn it off and slow down when they’re with family and friends.

As a husband, dad and busy guy who travels a fair amount for work, I can relate.  Don’t get me wrong; I love time with my family and friends, and they would probably say I’m fully present most of the time.  But not always.

There are times when my mind is elsewhere.  I’m not always fully present.  Upon hearing that woman in the restaurant, I wondered, “How often have I short-changed my kids during our time together because I was worried about a proposal deadline the next day?”

Daydreaming and preoccupation aren’t the only reasons people fail at being fully present.  Cell phones and iPads are more overt ways of detaching from people who are sitting right next to us.

It’s not just our family and friends for whom we must be fully present.  Many of us neglect and take for granted colleagues and clients.

I know of one CFO at a multi-billion-dollar company who is so disinterested during one-on-one meetings with his direct reports, that he pulls out his phone and plays Candy Crush right in the middle of their conversation.  He does it all the time.  It’s incredibly offensive.

If you have trouble being fully present in your professional life, it could come back to haunt you in the form of diminished career advancement and fewer clients. Here are five ways, you can make yourself more fully present in your work:

Attentive Mindset – When you’re with another person, whether it’s one of your employees or a prospective customer, you need to make that person feel like nobody in the world matters more at least during the time you’re together. Remember that the person you are with could say something that alters the trajectory of your career.  You might miss it if you’re not fully present.

Time Management – The more control you have over your time, the less likely you are to be preoccupied. If you are proactive and things are getting done on time, you’ll be under less pressure, thus making it more likely you can settle into the moment and actually enjoy time with people.

Mastering Technology – Make sure your technology works for you and not the other way around. CRM systems are a perfect example.  They have done wonders for the productive power of sales teams, but when they are used improperly, they lead to reduced communication, less face-to-face interaction and diminished trust between employees and bosses.

Break the Addiction – Looking at my phone is literally addictive. Every few minutes, even during meetings, I have an impulse to look at my phone.  Sometimes it is as if my hand decides on its own to reach into my pocket and grab my phone.  To avoid this temptation, some people purposely leave their phones on their desks or in their cars during meetings.

Protective Restraint – If you’re a successful professional with good leadership and communication skills, you are in demand.  People constantly try to get you to volunteer and participate in company-wide projects, committees and task forces that have nothing to do with your core responsibilities.  Politically, you need to accept some of these opportunities, but don’t allow yourself to be overwhelmed with “extra-curricular” activities.  If you do, it can be awfully difficult to focus on one thing at a time.

Jeff Beals shows you how to find better prospects, close more deals and capture greater market share.  Jeff is an international award-winning author, sought-after keynote speaker, and accomplished sales consultant. A frequent media guest, Jeff has been featured in Investor’s Business Daily, USA Today, Men’s Health, Chicago Tribune and The New York Times.”

Here’s Why Should You Choose Jeff Beals as Your Next Speaker:

“Jeff Beals has presented four different topics at five of our internal events in 2016. At each event, the audience of commercial real estate principals and agents was completely engaged and motivated the entire time. Jeff facilitates his training sessions in such a way that each member of the audience was able to relate and understand how to apply it every day in the field. Jeff is brilliant, and we have hired him to continue speaking at our events in 2017!” – Lindsay Fierro, Senior Vice President, NAI Global, New York, NY

“Your workshop was a huge experience for our attendees by giving them the opportunity to improve their work in the critical environment in which we are living today. Your talent as a speaker and your qualities as a person made the difference during your time with us. I would certainly recommend you to anyone who asks.” – Ana Paula Costa, Educational Planner, Febracorp, Sao Paulo, Brazil

I’m in Phoenix and had breakfast earlier this morning with our semi-retired sales representative who is doing some continued work for us here.  He attended your sales meeting last week and told me that in 43 years of selling, you were the best he had ever heard.  Thanks for a great experience.” – Drew Vogel, President & CEO, Diamond Vogel Paints, Orange City, IA

“Our corporate partnership team had great takeaways regarding how to network smarter while also understanding the importance of our personal brand to current and prospective partners. Jeff does a great job weaving in real-world examples and how you can apply his teachings to growing your business and building long-term partnerships.” – Jason Booker, Senior Director of Corporate Sponsorships, The Kansas City Royals Major League Baseball Team

+1-402-637-9300

info@jeffbeals.com

Important Differences Between Sales Leaders and Sales Managers

By Jeff Beals

A sales manager is the person responsible for making sure the sales staff is in place, equipped to succeed and motivated to compete. Good sales managers think quickly on their feet and take immediate, decisive actions to mitigate any threat to the organization’s ability to sell.

Sales managers facilitate the sales process and protect the organization’s ability to do deals. While the term “sales manager” is the typical, generally accepted title of the person in charge of sales, the term “sales leader” is more appropriate. A manager supervises details. He or she makes sure tactical work is accomplished in an efficient manner. A leader makes sure those tactical tasks are completed but sees the business from a broader, more global perspective.

Even if your company is a small one, with only one person in charge of the sales staff, sales leadership is more important than sales management. The sales leader empowers the sales staff to carry out their work and rewards them for deals completed. Anyone who serves as a company’s sales manager would be wise to see himself or herself as a leader and behave accordingly.

As the sales leader, you need to carefully analyze employees’ personalities and push the right buttons to help them succeed at the highest levels. Urge them to accomplish more while still setting them up for success.

“It’s putting people in stretch assignments,” said Joe Moglia, former CEO of TD Ameritrade.

Moglia believes two primary things are critically important when choosing people for a job and when assigning new goals to an existing employee: alignment and listening. You can’t succeed with one and not the other. The leader must thoroughly understand the assignment and the people being considered for it. The most talented people in the world will fail if their personalities and abilities are not in alignment with the job. When it comes to listening, the leader must ask the right questions and then focus on what employees say and what body language they exhibit. Listen to find out whether the staff member is really excited about the assignment.

Effective sales managers accept responsibility. They realize that they are in charge and accountable for what happens, but they don’t see themselves as bosses. A leader is not a foreman. As a leader, you must depend on the abilities and hard work of your staff members. A successful sales leader is one who establishes interdependence. He or she trusts and depends on the staff while the staff trusts the sales leader to guide, provide resources and create a safe, pro-selling atmosphere.

Sales leaders have so many responsibilities – recruiting reps, training them, keeping them motivated, forecasting/budgeting, working closely with marketing, etc. – but there is one area of a sales leader’s job that is crucially important but often underrated: resource acquisition.

The most effective sales leaders do what it takes to make sure their sales teams have the tools and budget they need to close deals.

Attracting new clients is so important that every organization should devote considerable resources. That said, not all do. Leaders of various organizational departments in a company jockey and position for resources. Some are better at it than others. If the sales leader isn’t good at playing corporate politics, the sales staff might be at a resource disadvantage against the competition.

If you’re a sales leader, do not let this happen. One of your most important duties is to provide your sales team with everything it needs to succeed. You don’t ever want to give your salespersons an excuse for not performing. Lack of resources is a convenient excuse for a sales person but should not be an excuse for a sales leader.

One of the best ways to ensure abundant sales resources is to establish your personal clout inside your organization. This is accomplished by doing good work and practicing good internal politics.

Clout is affected by timing. Make a pitch for greater sales resources right after you score a high-profile victory. Make the pitch when the higher-ups most value you and believe they could least afford to lose you.

ATTENTION SALES LEADERS:

If you hold a leadership position in sales, I have the perfect resource to help you become even more successful!

It’s called the “Sales Leader Mastermind Group,” and it kicks off this fall.  I will personally lead and facilitate this group along with my partner Beth Mastre.  I’m recruiting members for it right now.  There are four in-person meetings per year – All the other meetings are virtual, so you can join in no matter where in the world you might be.  My mastermind group members will also have their own personal discussion forum.

Sales leadership can be a lonely existence.  Joining this group will help you create a stronger sales culture, attract talented sales reps and drive more revenue while you better manage both your personal and professional life. Click here to see an info piece about this mastermind or contact me personally at (402) 510-7468.

How to Navigate 7 Tricky Sales Conundrums

By Jeff Beals

More than 50% of sales reps do not make their annual quota, and most businesses produce revenue well below their production capacity.

What does this tell us?  We have a leadership void in the sales profession!

Good leadership is critical to success in any line of work.  Just this week, I sat through a speech by Jim Collins, author of “Good to Great.”  Collins argued that leadership is everything – that even in tough times and with scarce resources, great leaders can use dedication and fierce resolve to will their companies to success.

Sales departments are no different.  They need leaders with fierce resolve. Leading a sales team is not rocket science but it is not easy.  Great leaders are fixated on success and always finding ways to help their people be more successful.

Former U.S. President Dwight Eisenhower once described leadership as “the art of getting someone else to do something you want done because (he or she) wants to do it.”

The ancient Chinese philosopher Lao Tzu said, “A leader is best when people barely know he exists. When his work is done and his aim fulfilled, they will say, ‘We did it ourselves.’”

But leaders also have to get results.  The acclaimed management theorist, Peter Drucker once said, “Effective leadership is not about making speeches or being liked; leadership is defined by results, not attributes.”

Effective sales leaders drive revenue by empowering those who work with them to make decisions at the lowest level possible, while gathering and basing decisions upon quantitative facts which are interpreted and applied according to the leader’s experience and intuition.

That’s a mouthful, but what does it really mean?  Sales leadership is a dichotomous endeavor.  It requires you to balance seemingly contradictory things.

The 7 Dichotomies of Sales Leadership

  1. Sales leadership is both an art and a science.
  2. You must empower your people while requiring results.
  3. You must provide support while demanding accountability.
  4. You can’t allow staff to take advantage of you, but you should never lead by fear or intimidation.
  5. You must be a provider of data and forecasts as well as a teacher and counselor.
  6. You must be strategic and big-picture oriented but still accountable if your department allows details to fall through the cracks.
  7. You must produce impressive results while maintaining ethical standards.

How do sales leaders wrestle with these dichotomies and ultimately enjoy successful careers?

Strategy vs. Tactics

Effective sales leaders focus on developing strategy and casting vision.  In order to do this, they must create rock-solid systems of organization within the sales department.  It makes sense to automate as much of the process as possible.  For that portion of the sales process that can’t be automated, you need talented, committed sales managers who can supervise daily tasks.

Hire the Right People

Speaking of Jim Collins, he is also known for saying, “Get the right people on the bus.”  When hiring sales professionals, always look at their frequent past behavior. It’s the number-one indicator of future performance.  Go deeper in your due diligence on each prospective employee.

Avoid being blinded by great talent.  Just because someone is smart, extroverted and good-looking doesn’t mean they will do a good job of focusing on client value.

Put People First

Too many sales leaders barricade themselves behind closed office doors and barely glance away from their CRM screens.  While keeping up a firm grasp on sales data is important, don’t be analytical at the expense of your people-oriented responsibilities.

Regarding CRMs, it is important to enforce policies and procedures requiring sales personnel to update client and account information.  Obviously, the reports generated by CRM programs are only as good as the data entered.  That said, sales leadership requires you to strike a balance – make sure your people use the CRM properly, but never make them feel that serving the CRM is more important than serving clients.

Power to the People

Great leaders never micro manage their people.  Sure, they set expectations and demand that people perform, but they leave the “how” to individual sales reps. Want to know one of the most common reasons why leaders micromanage people?  Managers feel intimidated.  Don’t let your ego get the best of you.  If your surround yourself with people who are smarter and more talented than you are, you will eventually succeed.

In the end, if you want to be a high-producing sales leader, find good people, figure out what motivates them, give them the preparation, tools and resources they need, stretch them beyond what they initially believe they can do and support them along the way.

If you do that, you will balance all the ambiguity and dichotomies that come with being a sales leader.

Jeff Beals shows you how to find better prospects, close more deals and capture greater market share.  Jeff is an international award-winning author, sought-after keynote speaker, and accomplished sales consultant. A frequent media guest, Jeff has been featured in Investor’s Business Daily, USA Today, Men’s Health, Chicago Tribune and The New York Times.”

Here’s Why Should You Choose Jeff Beals as Your Next Speaker:

“Jeff Beals has presented four different topics at five of our internal events in 2016. At each event, the audience of commercial real estate principals and agents was completely engaged and motivated the entire time. Jeff facilitates his training sessions in such a way that each member of the audience was able to relate and understand how to apply it every day in the field. Jeff is brilliant, and we have hired him to continue speaking at our events in 2017!” – Lindsay Fierro, Senior Vice President, NAI Global, New York, NY

“Your workshop was a huge experience for our attendees by giving them the opportunity to improve their work in the critical environment in which we are living today. Your talent as a speaker and your qualities as a person made the difference during your time with us. I would certainly recommend you to anyone who asks.” – Ana Paula Costa, Educational Planner, Febracorp, Sao Paulo, Brazil

I’m in Phoenix and had breakfast earlier this morning with our semi-retired sales representative who is doing some continued work for us here.  He attended your sales meeting last week and told me that in 43 years of selling, you were the best he had ever heard.  Thanks for a great experience.” – Drew Vogel, President & CEO, Diamond Vogel Paints, Orange City, IA

“Our corporate partnership team had great takeaways regarding how to network smarter while also understanding the importance of our personal brand to current and prospective partners. Jeff does a great job weaving in real-world examples and how you can apply his teachings to growing your business and building long-term partnerships.” – Jason Booker, Senior Director of Corporate Sponsorships, The Kansas City Royals Major League Baseball Team

+1-402-917-5730

info@jeffbeals.com