
The Ostrich Sales Reporting
Syndrome
By
Steve Martinez
It's
the end of the month and the dreaded sales meeting is
minutes away. As you drive into the office, you think
about the questions that will be asked today. It isn't
the questions that plague you, it the answers that
stirred your mind into a sleepless night. If you are
like most salespeople and sales managers, you don't like
reporting or forecasting sales. Perhaps you think of the
sales reports as chores you don’t enjoy. This isn't the
first time you have had these thoughts. As you look back
at the beginning of the month, you swore that this
wouldn't happen again. You began with high expectations
and strong intentions. It just didn't materialize for
you. The story above can be repeated over and over
again. Some people might say that a good salesperson
isn't good at paperwork or that they shouldn't be held
to the same standards of a rigid system. Well, I'm
sorry; I won't come to your defense if you think this.
Selling is a
Process and a Sales Process can be tracked!
One of the biggest reasons a salesperson or sales
manager has a problem with sales reports is usually
associated with the lack of a sales process or selling
system. The second reason sales reports and sales
predictability are absent is because of how the
information is captured or not captured.
Unfortunately, if you asked most
salespeople to draw their companies selling process and
list the selling steps, they couldn't do it. The same is
true with sales managers. Why is this? If you were to
drive from New York to Seattle, you would have a map of
how to get there wouldn't you. Why then, doesn't a
salesperson have or follow a map from introduction to
closing in the sales process. Without a map or sales
process to follow, a salesperson won't know where they
are or what the next stop is and how to get there.
Sales reports and monitoring of sales
activities is fundamental to managing a sales team. One
of the traits every newly hired salesperson should have
is to be "systems oriented". This simply means they
would be willing to learn and follow a selling process.
With today's technology, there isn't any reason a
salesperson can’t complete sales activity reports. In
fact, there are some selling systems that automate the
selling process for both the salesperson and the sales
manager.
The Problem
With NO REPORTS
When a salesperson doesn't turn in sales reports or the
sales manager doesn't have reports to review, sales are
not managed. This speaks to the saying - "You can't
manage what you can't measure". Let's face it, if an
accountant was running the sales team, they wouldn't
stand for some of the shenanigans that go in sales
management. Accountants don't guess at what the balances
of the books are, they know what it is down to the
penny. A sales department should be operated like an
accounting department with more stringent rules for
reporting.
Systems and processes are the key to
solving many sales management issues. When salespeople
follow a sales process, they know where they are with
each client and what the next steps of the sale are. If
these numbers are tracked, there is a factor of
predictability that will forecast sales. When you can
combine the selling process with technology to automate
the selling process, you have a winning combination.
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Steve Martinez President of Selling Magic 9319 Robinson Lane Corona, CA 92883 (951) 277-0080
www.sellingmagic.com
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