Sales and Sales Management Blog

January 10, 2011

Truth, Trust, and The Masks We Wear

Filed under: Uncategorized — Paul McCord @ 10:43 am
Tags: , , , ,

“No, Paul, I didn’t spend any time prospecting yesterday.  I woke up and just didn’t feel enthused; didn’t want to be here.  Whenever I force myself to prospect when I feel that way, I always feel like I’m wearing a mask trying to be someone I’m not.  If I can’t be true to who I am, I’m not serving my clients, my company, or myself well.”

Dana (not her real name) is one of my newest coaching clients.  She is a strong producer selling relationship management software to small to mid-size companies in the northeast part of the country.  She finished the year well ahead of quota.  She isn’t the only salesperson I’ve spoken to who has an ethical issue with “being someone I’m not.”  In fact, she’s not the first seller who has referred to feeling like they’re being insincere, false, or lying when acting one way while thinking or feeling another way.

We may as well get the truth laid out on the table right now—we ALL wear masks.  We wear them a lot. 

Society demands we wear them. 

Professionalism demands we wear them. 

We want to wear them

While talking with Charlie Green of TrustedAdvisor.com and Jeb Brooks of The Brooks Group about this article, both pointed out a book written in the 50’s by Erving Goffman titled The Presentation of Self in Everyday Life where Goffman contends that we are always, 100% of the time wearing some kind of a mask.

Although I’m not sure I buy the idea that our whole life is nothing but a continual, uninterrupted series of masks, I do believe that the concept that we all wear masks at times—especially in business–is pretty self-evident.

The question isn’t whether we wear masks, the question is: are the masks we wear ethical?  And if they’re ethical, do they inhibit trust?  At an even more basic level, are they designed to lie or to help us tell the truth?

Certainly we are all familiar with the mask so often associated with salespeople—that of the fake friend, our false ally who is going to help us get the best deal possible, fighting for us against his or her unreasonable manager, all the while lying and double-dealing without shame in order to maximize the sales price and, thus, their commission.

That mask of lies is what many salespeople associate with our profession and consequently they try to distance themselves from that image by inventing all kinds of titles (masks) for themselves that are designed to communicate they are NOT salespeople—they’re ‘advisors,’ ‘consultants,’ ‘customer advocates,’ ‘customer guides,’ ‘account managers,’ and dozens of other, mostly meaningless, titles.

Fortunately, although still used by hucksters and con artists, the mask above is slowing being forced out of the legitimate sales world as more prospects become educated about their potential purchases long before engaging a salesperson.  For most of us that clichéd mask isn’t in our hip pockets any longer. 

But many other masks are.   A few examples:

The, “Ms. Prospect, I’m really excited to speak with you this morning” mask when in actuality we feel crappy and would rather be doing anything other than speaking with her.  This is the one that Dana feels would be being dishonest with her prospects if she put it on when feeling like she’d rather be anyplace else than on the phone prospecting.

The, “yes, I understand how grievous a transgression it is being 5 minutes late to the meeting.  I’m sorry, it will never happen again” mask when in actuality we’re thinking “geeze, are you kidding?  The transgression is your pathetic excuse for a meeting that sucks the life out me and everyone else.”

The, “I know that your budget is tight and this is a tough decision, but my solution will increase your sales and put significant dollars on your bottom-line” mask when you’re actually thinking “OK, you have more money than you know what to do with, you cheapskate; knock it off with the games and let’s get down to business.”

Certainly salespeople aren’t the only ones who wear masks.  Sales managers wear their own masks, especially when dealing with their sales team and upper management.

Typical sales manager masks are:

The, “Bryan, man, just apply what we’ve been working on and you’re going to be just fine.  I know it’s been tough, but I have every confidence that you can be a great producer” mask while thinking “Man, what was I thinking when I hired this dimwit? What a goofball, it’ll take a miracle for him to last another month.”

And the “yes, sir, I talked to the team this morning and we’re on it.  You’ll see results by the end of the week” mask while thinking “Last week the crisis was to sell the XB2 systems and this week the future of the world depends on us forgetting about everything else and pushing the YS add-on.  You guys have no idea what you’re doing, do you?”

And, of course, there are a million other masks that we wear for our prospects, a different set for our clients, another set for our managers, and an even different set for our colleagues and co-workers.

Mask after mask is put on and taken off every day. 

Are we justified in wearing them?  What happens to trust if we’re caught wearing one by our prospect or client? 

These are really tough questions because, as Charlie pointed out in our discussion, a mask is by its very nature deceitful—at a minimum it’s hiding something we don’t want seen or is projecting something we don’t feel at the moment; and certainly most of us would consider being deceitful as bad.  Quite a dilemma—how can we be doing something that is considered bad and call it good?  Would Dana have been engaged in unethical activity if she had put on that “great to connect with you” mask when she didn’t feel like prospecting?

Tough questions.  My initial reaction to Dana was that the issue isn’t whether it is right or wrong to put on a mask because the mask itself is neutral—neither good nor bad.  The determining factor as to whether a particular mask is ethical or unethical is its intended purpose—why we put the mask on in the first place.

Was our intent to help build a relationship–or to manipulate someone into doing something they might not otherwise do? 

Were we trying to be sociable and considerate–or were we simply trying to catch someone off guard in order to slip something by them? 

Was it with the intent of being constructive–or with the intent of destroying?

As I thought about this issue over the next few days, I decided to ask a couple of friends what their thoughts were; thus my conversation with Charlie, Jeb, and Daniel Waldschmidt of EdgyConversations.com.

There seems to be two central points of agreement between the four of us:

  1. Masks are an absolute necessity.  As Charlie pointed out, without masks the very concepts of etiquette and manners cease to exist.  Or if we consider the deception of masks to be bad, then we would have to condemn the concepts of manners and etiquette since conforming to the rules by putting on the appropriate masks would be bad acts in and of themselves.  He sees that we put on masks for one of two reasons: either out of fear or out of respect, politeness and etiquette.

    I’ll add a third: to acquire something we want that we don’t believe we can get without being someone or something we aren’t. (To be fair, I suspect Charlie would file this as just another form of a fear based mask.) 

    Certainly no one would want to live in a world without rules governing how we act with one another.  In the 60’s, many of us of the Boomer generation decided that we needed to be “true to ourselves.”  We took that to mean that doing anything we didn’t feel like doing—or not doing that which we wanted to do—was a disingenuous act, conforming to the bourgeois norms of a crass and corrupt society.  We dispensed with much of society’s rules of behavior (and unwittingly adopted our own rules of behavior which we rationalized by “believing” the socially accepted acts we conformed to within our group were our own spontaneous actions that emanated from the real “me”).  It wasn’t pretty. 

    Most of us eventually grew out of it (a few, sadly, have been permanently lost in a stupor of blue smoke while clinging to their hookah) as we realized the masks of broader society were not only necessary unless we were willing to live in a minor subculture, they were more comfortable and in many ways more genuine than the masks we adopted when we were just ‘being true to ourselves.’ As Dan Waldschmidt put it, “Being sanctimonious about ‘not wanting to be who you’re not’ isn’t cool for pedophiles, rapists, or molesters. Why would sales execs claim any exception?”  (Or sanctimonious 60’s youth for that matter.) 

    So, no less in our professional life, as our social life, masks are mandatory.  Business etiquette demands we treat our prospects, clients, and business associates with respect—even if we don’t like or respect them.  Professional ethics demand that we perform at the highest level and with complete courtesy even with a prospect or client who is rude and hateful. 

    Business success demands that we interact and deal with our prospects, clients, and company associates with dignity and respect—and total professionalism even when we don’t feel like it.  Just try going a week being “true to who you are” and see how successful you are.

  2.  Most masks are ethically neutral—it’s your underlying reason for putting the mask on that determines whether the mask is ethical or not.

    Certainly some masks, such as the stereotypical seller mask introduced above, aren’t ethically neutral because they’re designed for one purpose—to defraud someone by making them think they are getting something they aren’t (usually a better or product than they’re really getting) or to coerce them into buying something they don’t want to buy.

    What about the other masks we identified above?

    But what about the mask Dana felt was trying to be someone she isn’t?  Is that mask bad or good?  Actually it could go either way.  In Dana’s case the intent isn’t to harm but rather to be able to efficiently utilize her time prospecting even when she doesn’t “feel” like prospecting.  Her intent is, as Jeb put it, to “increase the comfort level” of the people she’s speaking with.  She has a “genuine intent of getting the most out of an interaction.”

    If, on the other hand, Dana’s intent was to open a door by appearing to be something she isn’t with the intent to harm, whether through fraud, lying about the product or service to get a sale, or for any other illicit reason, wearing the mask would be unethical because it is being worn with bad intent.

    Let’s look at the mask warn by the sales manager who encouraged his salesperson to apply what they’ve been working on together and he’ll be just fine even though the sales manager doubts the salesperson will make it.  Again, this mask can go either way ethically.  If the manager’s intent was to try to encourage the salesperson with the hope, no matter how small, that the salesperson will get it in gear and turn things around, the mask is ethical as the intent is to produce a positive outcome.

    On the other hand, if the intent of the mask is simply to get the salesperson out of the sales manager’s hair until the manager can work out the details of firing the person, the mask is unethical as it’s only intent is to deceive the salesperson into believing he is working to save his job when in fact the decision to fire him has already been made.  Unfortunately, this unethical mask is worn by many, many sales managers every day.

    The next few masks are a bit more difficult to deal with.

    The, “yes, I understand how grievous a transgression it is being 5 minutes late to the meeting.  I’m sorry, it will never happen again” mask would certainly seem to be hiding not only the salesperson’s feelings about the value and content of the sales meetings they are required to attend, but possibly a general disrespect for his or her sales manager.  If it is simply a mask hiding their evaluation of the value of the sales meetings, I think the mask ethical in order to maintain civility and out of respect for their manager (although I would certainly think they should have a discussion with their manager about their perceived value of the meetings).  If, on the other hand, the mask is really one of many that are covering their attitude toward their manager, the mask is unethical because, to borrow a phrase from Charlie, “there’s too much of an honesty gap.”

    I believe the mask where the sales manager questions to himself whether or not senior management has a clue as to what they are doing is in and of itself unethical, again for the reason that there is simply too much disrespect being hidden. 

    In both of these instances the individual must take action to correct the honesty gap—either a discussion with the sales manager or senior management to clear the respect issues (uh, yeah, that probably won’t happen) or moving to an organization where they do respect their management.

    The salesperson who questions the lack of available dollars to purchase his or her product or service has, in my opinion, a far different issue—making the assumption that the prospect is lying.  This certainly isn’t an infrequent reaction—a great many of us instinctively make this assumption as soon as we hear monetary objections.  But are we justified in making the assumption?  In most cases, I doubt it.  Are we justified in masking our belief?  Yes, I think so.  If one of the valid reasons for adopting a mask is with, as Jeb said, the “genuine intent of getting the most out of an interaction,” then masking our suspicion is justified and ethical.  That doesn’t mean, however, that the suspicion itself might not be an indication that we need to take a close look at how we view our prospects and clients.  Although the mask itself may not be unethical, our view of our prospects and clients might.

OK, so we’ve narrowed it down to the idea that masks are necessary and for the most part whether or not a particular mask is ethical is dependent upon the reason the mask has been put on. 

What does that mean for us as sellers—if anything?

If we all are wearing masks, what’s to keep us from wearing the mask that will get us what we want, even if that mask is unethical?  What happens if we are caught by a prospect or client wearing a mask?

At its core, understanding that we are usually–if not always–wearing a mask gives us the ability to gain some control over the masks we wear.  It gives us the opportunity to make some ethical decisions we might not otherwise make and that we might wish not to make by forcing us to analyze the reasons we put on the masks we wear.  Are we putting a particular mask on in order to better serve a prospect–or to better serve our desire, no matter the ethical cost?

Charlie gives a great summary of the role masks play in our professional lives, so I’ll quote him at length:

Fear-based masks:

If I wear a mask in front of you out of fear, it is to protect myself from you.  Perhaps to project myself from your judgment, or to keep you from taking something I have, or to keep you from getting something I want.  Inherent in fear-based use of masks is a bad intent: to keep you from seeing some truth about something (usually some truth about me).  

 

“So fear-based masks are inherently oppositional–they are rooted in trying to keep one party from knowing what’s going on with another. 

“So–what does a fear-based mask do?  It triggers every fear both a buyer and seller feel.  What is he really saying?  Does he actually mean that?  What am I not hearing here?  What’s the real thought balloon?  How do I know he’s not saying something different to someone else? How do I know he’s not taking all my good stuff and spreading it around to my competitors? 

“The fear-based response triggered by a mask leads to suspicion, counter-lies, deceit, covering up, shading of meanings, white lies, and a host of other modes of deception that result in more of the same reciprocally in the other party.”

 

Respect-based mask:

“The other reason for masks is as a sign of respect, politeness, etiquette.  I rise as someone I respect enters the room; I smile at an elder (or a child); I nod my head in a sign of acknowledgement when I listen to a prospect describe his or her needs.  It may well be that I don’t feel like standing up, or smiling, or even that I disagree with someone–but politeness, respect, etiquette dictate a larger social reality–that we have evolved hundreds of little social rituals by which we acknowledge the legitimacy of the Other, the person in front of us, whether it is elderly Aunt Mildred, the head of sales at Xerox’s copier division, or a stranger on the street (in most towns, anyway).

“By contrast: respect-driven masks are an elaborate social ritual we go through to recognize our commonality, rather than our differentness.  They break down barriers, rather than erecting them.  They make it possible to live both as a corporate representative and as a human being, by emphasizing the things we have in common.    The ‘masks’ include our business card stock; the cut and fabric of our clothing; our choice of ties; and all this of course is before, ‘Oh, you grew up in the Ozarks too, eh?’ Or the East Coast, because the locale doesn’t matter.”

I’m in general agreement with Charlie—but with the recognition that there are those exceptional mask wearers who are so comfortable in their fear-based or illicit acquisition-based masks they don’t create the typical response in their victims– Bernard Madoff and Allen Stanford quickly come to mind.

As sellers we must be ever mindful of why we put on the masks we do.  Are we sincerely trying to connect with our prospect or are we trying to manipulate them?  Are we acting out of respect and desire to communicate or are we acting out of a desire to create a particular beneficial outcome for ourselves no matter the cost to the prospect or client?

The masks we wear telegraph our intent and thus can either help establish and strengthen a bond of trust with the other person or they can create a feeling of unease, caution and suspicion. 

The question isn’t are you going to wear masks; the question is are you going to consciously put on ethical masks that build trust and communication or are you going to put on unethical masks designed to manipulate and control your prospect for your gain irrespective of the cost to the prospect?  It’s your choice.  Sooner or later you’ll reap the true value of the masks you wear—just ask Madoff and Stanford.

December 20, 2010

Guest Post: Transitioning to Sales Management, by University of San Francisco

Filed under: sales,Sales Management — Paul McCord @ 10:34 am
Tags: ,

Transitioning to Sales Management
by University of San Francisco

Whether you’ve just been promoted to sales manager or aspire to move into sales management, preparation and training are critical to success in your new role. This can be a difficult transition if you’ve never served in a supervisory capacity, as it will most certainly challenge the way you think about the sales industry. Your success is no longer solely in your own hands; achieving your goals depends on your ability to lead and mentor a team – which is why formal sales management training can be so beneficial.

There are several steps you can take to ease your transition into sales management and position yourself and your team for success: 

  • Clearly outline the role of each team member.  Now that you’re the boss and no longer a salesperson, you must define each person’s role within the new structure. Your team members need to know what you expect of them, and what they can expect from you. It’s important to establish yourself in a leadership role, especially if you are now in charge of your former peers.
  • Establish key performance indicators (KPIs) for your team.  KPIs are another way to define your expectations for each member of the team. By setting attainable goals, you can monitor individual performance and provide constructive feedback at weekly sales meetings. In addition to holding team members accountable for their performance, KPIs allow you to track their progress and provide morale-boosting recognition when an employee has achieved success.
  • Adapt your behavior to your new role.  Once you become a manager, your relationship with your team will no longer be the same. To help them adjust to the new dynamic, you can begin with some simple changes, such as moving into a new office and modifying your social interactions. For example, rather than going for lunch or drinks with the sales force on a regular basis, plan an occasional outing when there is a team success to celebrate.
  • Complete formal sales management training.  Seek out formal sales management training, such as an online certificate program that is specifically designed to prepare you for the transition to sales management. Once you’ve mastered the essentials, you can move on to expert-level sales management training that will help you guide your team to new levels of success. Online certificate programs not only help you develop vital management skills, but they also impart valuable credentials that validate your leadership abilities to your team and your superiors.

 By setting expectations for your team, modifying your behavior and completing sales management training, you’ll be on your way to becoming an effective, influential sales manager and creating a winning sales team!

 University of San Francisco, which offers a sales management training program, is a ground-based university founded in 1855 and designated by U.S. News & World Report as one of “America’s Best Colleges”.  USF is also regionally accredited by the Western Association of Schools and Colleges and was unconditionally reaffirmed for the maximum of seven years during its most recent review.

December 15, 2010

3 Major Issues Facing Sales Management in 2011

Even as the economy slowly recovers sales managers will be dealing with some tough issues in the coming year.  Rather than getting easier, the improving economy may make managing the sales function even more difficult than it already is. 

 Here are three areas that sales managers are going to have to work through this year:

  1. Improving marketplace, limited budget.  Although the market may be improving, the sales budget will still be on life support.  How can you aggressively attack when you don’t have the resources you need?
    Time management will be key to turning up the heat on sales while dealing with limited resources.  First, cut out all extraneous activities and meaningless busy work for both your salespeople and yourself.  Concentrate completely on finding and connecting with quality prospects.  Sellers should be in the field, not in the office.  Meetings and reports should be held to a minimum. 
     

     

    Second, encourage salespeople to purge their pipeline of deadwood and to focus only on real prospects.  In a strengthening market you cannot afford to have your sales staff waste time and energy on non-prospects.
    Third, encourage your salespeople to revisit their clients and seek referrals.  Referrals are not only the most cost effective lead generation strategy, if your sellers learn how to ask for introductions to specific prospects that they know they want to connect with and that they know their client knows, referrals can become your central growth strategy in 2011. 
  2.  

    Pressure to Increase Margins.  As the marketplace improves, senior management will be demanding not only that sales increase, but that the profit margins on those sales increase also.Unfortunately, many of your competitors will be more than willing to cut margins to the bone just to land business.  Do you get into a price war just to get business or do you concentrate of high margin business? 

    The decision may not be as easy as it may seem since senior management will be demanding high margin and increased sales—in an atmosphere where price cutting is rampant by competitors.  It may seem that their demands are unrealistic—and the pressure to increase sales will be very, very real.  

    Do you go for sales or profitability? 

    Can you really do both? 

    Yes, you can.  In order to see an increase in both sales and margins you must concentrate on high quality prospects while offering them more value than your discounting competitors. 

    OK, that’s obvious.  So, how do you do that? 

    a)    Don’t just sell a solution; turn your solution into dollars in your client’s bottom-line.  Where most of your competitors will sell a solution to an issue, you must convert your solution into dollars—what is the bottom-line value of your solution to your client?  How much will it save or make for your client? 

    b)    As discussed above, concentrate on high quality prospects only.  If you want prospects who are seeking quality solutions, not cheap solutions, you must be highly discriminating in where you spend your time and effort.  Define in detail who your ideal prospect is and concentrate your time on finding and connecting with them rather than blasting away with a shotgun at anyone who breaths. 

  3. Working with Remoteand Semi-Remote Salespeople.  More companies are hiring sellers who either work remotely from home or only come into the office when necessary.  Developing and cultivating a relationship with these sellers has always been difficult for sales managers and that will only become more of an issue as the number of remote and semi-remote sellers increases. 

    Whether your sales team is housed in your office or is remote in whole or in part, coaching them is one of your primary responsibilities, and in order to do that you must understand their strengths and weaknesses, as well as how to work and communicate with them.   Unless you really understand where your sellers need help, you can’t maximize your coaching and managing efforts.  Rather than relying on your gut feelings or the salesperson’s personal analysis of their needs, employing a 360 degree assessment tool such as Halogen’s 360 feedback will not only save a great deal of time, but give far more useful and accurate information that will allow you to both strengthen your relationship with your sellers and to focus on the real coaching needs of each individual in your sales team.
    As the economy continues to improve, companies will begin to add salespeople to their sales team.  Quickly determining these new seller’s strengths and needs will be even more critical as management will demand you get them up and productive as soon as possible, making assessment tools even more valuable and putting even more demands on your coaching time.   

 2011 will be a year of growth opportunities–but the very growth companies have hoped for will create demands on sales management that will be more crushing than they experienced during the business decline of the past three years.  For those managers who are prepared to address the upcoming issues, although it will be a difficult year, it can be a highly successful one.

November 22, 2010

The Bullshitization of Sales Coaching

Sales coaching is one of the key elements in turning knowing what to do into the actual behavior, the effective conversion of the knowledge into action.  The importance of sales coaching has come to the forefront in recent years thanks to a great extent to people such as my friend Keith Rosen.

Unfortunately, along with the rise of the recognition of the importance sales coaching and the accompanying increase in companies and individual sellers hiring professional coaches, comes the rise of those who want to make “easy” money off of those companies and sellers seeking coaching.  Today there are a growing number of “sales coaches” who have never been in sales or if they have, they have minimal experience.  There are also a number of websites offering “coaching” courses that claim that if you take their course, you too can enter the multi-billion dollar sales coaching industry and make a six figure income in just three to six months.

Selling is a complex activity.  To become a great salesperson means you have to acquire very specific skills; you have to develop a number of characteristics such as self-discipline, focus, curiosity, and a desire to solve problems; you have to have thick skin; you have to be able to overcome adversity.  Selling requires knowledge, skill, character, attitude, and action.  Becoming a top seller isn’t a journey of self-discovery; it is a journey of being taught, of being encouraged, of being corrected, of being pushed, pulled, prodded, and praised.

My friend Dave Brock is in the middle of publishing a great bog series on coaching.  I encourage you to start with his first post and read them all.  My intent here isn’t to duplicate Dave’s work.  Instead of talking in specifics about what sales coaching is and how to coach, I want to contrast what sales coaching in general is vs. what sales coaching isn’t, about the increasing numbers who are turning sales coaching into bullshit–the bullshitization of sales coaching.

I’ve been talking to Keith, Dave, and Jonathan Farrington a good deal recently about sales coaching and where it stands today.  And although we all have the same understanding and view of sales coaching, we each bring our own experiences to the table.  One common experience is noticing the explosion of unqualified “sales coaches” and the equally damaging coaching training courses that promise big money even for the most unqualified who complete their course.

I think Keith said it very well: “There’s the person who has been told and even trained by some of these coaching programs that, ‘You don’t need the answers or the experience to be a good coach.’ This is why you have a large population of unqualified people who think they can coach or simply change their title to ‘Coach.’ Conversely, there’s the coach who realizes you can’t take someone where you haven’t been before. This illustrates the importance of the coach to have not only the experience but is a walking and living model and example of what is possible for their clients to achieve.

Sales coaching is not a Zen self-discovery experience.  Many coaches have been taught, as Keith points out, that they don’t have to know, all they have to do is ask until the client discovers their own personal answer.  Ask the right questions and sooner or later the seller will discover their own unique answer. 

The model of sales coach as Zen Master simply doesn’t work.  Again, I’ll defer to Keith’s description:

“Unfortunately, due to the lack of experience and subject matter of many coaches, they can only speak to the self actualization type of questions and because they’ve never sold before, or managed a team before, or sold successfully or sold in that person’s similar type of selling environment, they don’t even know the right type of questions to even ask. This sometimes leads to ‘killing the client/person with coaching’ as in, continually asking questions until they arrive at the solution themselves. However, sometimes as the coach, you need to provide the answer. Then, it’s the coach’s job to uncover the gap to determine what the right solution is rather than continually asking more questions. For example, if you have a salesperson who never cold called before, coaching isn’t the initial approach. This person needs to be trained in the core competencies and best practices first, in order to develop a baseline before you can refine their performance through coaching.”

The model I think most appropriate for sales coaching comes from sports coaching.  Think Mike Ditka.  For those old enough to remember Ditka as a coach, he didn’t take any crap off anyone.  Yet he was admired and respected by his players.  And he was an extremely effective coach.  Why? 

First, he cared about his player’s success.  Coaching wasn’t a paycheck, it was a passion.  Ditka’s success was tied to his player’s success.  He wanted them to succeed as much as he wanted to succeed himself.  For him to be successful his players had to be successful.  He had skin in the game.

Second, he cared enough to help them become fully prepared to face and conquer the challenges they were to face.  Can you image Ditka standing on the practice field helping a linebacker work through the process of self-actualization to discover for himself the proper techniques to shuck a blocker?  Of course not.  He knew when to guide and when to teach; when to ask discovery questions and when to tell. 

Ditka wasn’t interested in self-discovery; he was interested in instilling in his players the proper attitude, skills, and knowledge that would allow them to reach their goals.  He understood that football isn’t about becoming; it’s about being—being the best you can be.  It is about having and using the skills that lead to great performance. He had a very specific purpose—help his players become the best football players they could be.  If in the meantime, they had an enlightening self discovery, all the better—but not necessary. 

Third, he demanded performance.  Frankly, Ditka didn’t care if the player learned anything new about himself or had a feel good discovery; he cared that the player performed–and whether we like it or not, that’s the exact same demand that is put on every salesperson.  Every one of us is judged on our performance, not whether we have warm/fuzzy feelings about our work or whether we discovered anything new about ourselves that day.

A sales coach, like Ditka, must hold their client accountable and must demand performance.  Warm fuzzies are all well and good but they are meaningless in the sales world.  That’s not to say that a sales coach doesn’t know when to guide through questions or when to give praise and even warm fuzzy feelings.  She does.  But for her, those are far from the only tools at her disposal.  In Dave’s words, “The coach should set high standards and expectations, teach, motivate, challenge, correct, praise, correct, discipline, chastise, ask, tell, coerce, cajole, shame, and sometimes beat the crap out of the person being coached.”  Sounds a lot like Mike Ditka.

Fourth, he had been where they wanted to go.  Ditka knew how to help his players get to the top because he had been there himself.  He knew what it took.  He had paid the price.  He had invested the time and effort and sacrifice to be successful.  He didn’t ask his players to do anything he hadn’t done himself.  He had the experience and credentials to demonstrate that he knew what he was talking about.  He knew the game not just because he had studied it or read about someone else’s experience and learned a bit of lingo, he knew the game because he had invested his life in it.  He lived it.  He had real street cred.

There’s a great deal of bullshit in the sales coaching market today.  Everybody thinks they can be a sales coach because after all, it’s easy, right?  Print up some business cards; learn a bit of sales related jargon–metrics, win/win, customer centric, value added, consultative selling, pipeline, and such; write out a few “discovery” questions you can ask clients; and you’re in business.

If you’re thinking about acquiring a sales coach for your team—or for yourself—take a close look at your options.  Be careful.  The more visibility sales coaching gets, the more bullshitization will take place.  Yes, that former telemarketer who has taken a coaching course and printed a business card may be a whole lot cheaper than that known sales expert, but what you save in a coaching fee now, you’ll have to spend later to get real coaching. 

You need a coach, not a warm, fuzzy experience that leads nowhere.  You need someone who can get you where you want to go, not someone who has read a book or two and learned how to ask a couple of “deep” questions.  You need a Mike Ditka, not the latest pseudo Zen Master.

November 10, 2010

Guest Article: “The Pain & Pleasure of Making Joint Calls,” by Brian Jeffrey

Filed under: Coaching,Sales Management,team development — Paul McCord @ 10:30 am
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The Pain & Pleasure of Making Joint Calls
By Brian Jeffrey  

If you really want to help your salespeople develop their selling skills while at the same time really annoying them, make joint calls with them.

I’m not suggesting you make joint calls just to annoy your salespeople. What I’m saying is that you will annoy them by making joint calls. That’s because most salespeople think they don’t have anything to learn and that you’re just going along on the call to find fault with their normally flawless performance.

Flawless though they may be, I don’t believe there is a salesperson alive that couldn’t benefit from having someone passing on impartial, constructive criticisms on how they can become even more flawless.

What Annoys
There are two major causes of annoyances. The first is the sales manager’s ego and the second is the sales manager’s lack of people skills.

The ego problem usually stems from the fact that many sales managers got to that position because they were good salespeople, sometimes a star salesperson, and they don’t want anyone to forget it. By the way, just because someone was an excellent salesperson doesn’t necessarily mean they become an excellent sales manager. I’ve seen a number of situations where the company has promoted their best salesperson into sales management only to lose their best salesperson and get their worst sales manager! Sales management requires a different set of skills in addition to being able to sell.

An inappropriate ego will cause two problems:

1. Because the sales manager fancies himself as one of the world’s greatest salespeople, he feels that no one can sell as well as he does and therefore every comment that comes out of his mouth is a critical one.

2. The second ego-triggered problem is the tendency to show off. This manifests itself in the sales manager taking over the sale at the first sign that things aren’t going as well as he wants them to go. Smart salespeople catch on to this fact real fast and make sure that they say or do something early in the call that triggers off the sales manager’s desire to take over the call. Now the focus is off the salesperson and all he has to do is sit back, relax, and let the sales manager handle the rest of the call. There will be little or no criticisms during the post-call critique as the salesperson didn’t really do anything.

I’ve seen major disasters when both the sales manager and the salesperson allow their egos to take over control of their logic and the situation. It becomes a clash of the Titans. The prospect quickly begins to realize that something odd is going on here as the ego’s clash and the two people start contradicting each other or get into a outright argument. Talk about a sales call going bad. No sales call should ever require a referee!

No People Skills
Some sales managers excel at the management part of the job and are less able at the leadership part. In other words, they’re more managers than they are leaders. It’s always been my opinion that you manage processes but you lead people. You lead people by understanding them, where they’re coming from, where they want to go, and then use that information to affect, rather than force, change.

Telling someone that they really screwed up the last sales call hardly has the desired effect of creating positive change. It may, however, have the effect of causing the salesperson to change jobs to a more pleasant working environment.

A better approach would be to ask the salesperson for her impressions of the call and to use your questioning skills to draw out what went badly and what needs to be done to avoid it happening in the future. Trust me on this, but most good salespeople will be harder on themselves that you can ever be. Of course, if you’ve got a prima donna whose ego interferes with her internal eyesight, then you may have to verbally whack her on the side of the head to get her attention. Most salespeople know when a sales call didn’t go as well as it should and after their shields are down, they’ll discuss it rationally.

Avoiding Problems
By this time I’m sure you’ve probably figured what to do or, more importantly, what not to do to avoid most of these problems, but here’s a few more ideas.

Remember, it’s the salesperson’s call, not yours. If the call is going bad, let it go. Use the call as a learning experience. Mind you, if you find that you’re having a lot of learning experiences with a particular salesperson, maybe you have a slow learner who should be given another career opportunity.

Makes notes during the call. Use these notes in your post-call critique. Focus on any positive points before embarking on the downside of your critique. Ask the salesperson what she felt went well and then ask what she felt she could have done better. If she covers all the points you wanted covered from your list, terminate the critique and move along to the next call. Resist the tendency to flog a dead horse.

If a sales call goes particularly well, take the time to compliment the salesperson before moving on to the next call. An occasional pat on the back can have a lot more impact than a kick in the butt.

If you want even more ideas on handling joint calls, read my article on How to Curbside Coach.

How Often
One of the major differences between a manager’s job and a sales manager’s job is that the sales manager shouldn’t spend all his time behind a desk or in meetings. Sales managers have to get out and “press the flesh” as the saying goes. They have to get out with their people, and I don’t mean out to the local pub at the end of the day. I mean out with your salespeople in front of real prospects.

I recommend that you put aside a half day per quarter to make joint calls with each of your people. That’s frequent enough to stay on top of any potential problems and not too frequent to really annoy anyone.

The pleasure part of making joint calls comes from seeing your coaching pay off with increased confidence on the part of your salespeople and even more closed sales that impact your bottom line.

But remember, you can’t have the pleasure without suffering the pain. So, why not get out and hurt a bit today? It can pay big dividends.

Brian Jeffrey, CSP, is a Certified Sales Professional with over 40 years experience in sales, sales management, training, and business consulting. Formerly co-founder and president of SalesForce Training & Consulting Inc, Brian and his business partner have started a new company, Salesforce Assessments Ltd. This new company works with sales managers who want to make the right hiring decisions and build a strong team using an online assessment.

October 27, 2010

Squeezing Boils–A Disgusting Sales Management Post

A recent LinkedIn discussion reminded me of Ted, a sales manager I knew years ago, who mentioned a couple of times that he was dreading going into the office because he had to “go squeeze some boils.”  After his second or third time to mention his need to squeeze boils, I asked—more than a bit hesitantly—what he meant by having to squeeze boils.  He explained that he had some underperforming salespeople who he had to let go before they poisoned the rest of the sales team.  He had to drain the pus before it infected the rest of the body.

In some respects Ted had the right idea; he just wasn’t nuanced enough (my God, I sound like a  Democrat).  Ted treated all underperformers the same.  To him, an underperformer was an underperformer.  A loser.  A waste of human flesh.  If you weren’t performing up to his standards, you were a boil that had to be squeezed and drained out of the sales body. 

Ted understood that there are underperformers who can and will infect other sales team members.  His mistake was believing that all underperformers are the same and consequently they should all be treated the same—summarily get rid of them. 

The result of Ted’s one size fits all death penalty for being an underperformer was a sales team that feared him far more than they respected him.  It resulted in a sales region that was always short of team members–and short meeting quota.  And it resulted in an unhappy, unsatisfied, disgruntled manager.

The problem wasn’t that Ted sought to squeeze the boils and get rid of the poison before it could spread throughout the team.  The real problem was that he didn’t recognize that not all underperformers are boils.  Although all underperformers must be dealt with, not all are full of pus.

Over the years I’ve found that there are basically three kinds of underperformers:

Parasites: Parasites are those team members who are simply hangers on, sticking around because they’ve found something worth milking—salary, draw, benefits, whatever.  They have no intention of ever performing.  They may talk a good game.  They may use every trick they can think of to appear to be a contributing member of the sales team.  Bottom line is they’re going to take advantage of the ride as long as they possibly can—or until something better falls into their lap.

Destroyers:  Destroyers are the true pus filled boils Ted was fearful of.  Destroyers are usually, but not necessarily, underperformers.  You’ll find Destroyers bitching and moaning about how crappy a deal the company is giving the salespeople, how lousy the company’s products are, how unrealistic the sales quotas are, how the only reason that big producer always hits her numbers is because the manager gives her all the call-ins.  Destroyers intend to hurt the company.  They delight in destroying morale.  They find great pleasure in bringing another salesperson over to the Dark Side.

Slow Developers:  Slow Developers are as far removed from Parasites and Destroyers as you can get.  Slow Developers are sellers who have the potential and the desire to succeed but for whatever reason aren’t up to speed.  Maybe they lack the necessary skills such as listening, asking questions, or finding and connecting with quality prospects; maybe they need intensive individual coaching on how to apply what they’ve learned; or maybe they haven’t learned a reliable, effective sales process.  These are men and women who can become, and want to become, great producers but who need more time and attention to mature into the seller you want and need them to be.

Pus Filled Boils Will Kill Your Team
Ted was right to drain the pus from the sales team body.  One of the responsibilities of every manager is to protect the integrity of the company and the sales team. 

Parasites and Destroyers must be mercilessly eliminated immediately upon discovery.  There is no room in any organization for Parasites and Destroyers.  Mercy and compassion has no place in dealing with these men and women.  The idea that letting these folks go is in their best interests should play no role in the decision making.  Frankly, they’re not worth the concern, worry or loss of sleep.  They are sucking the blood from the team.  Why in the world would you lose sleep over letting someone go who is intentionally or even unintentionally destroying you?

In fact, if a manager allows any of these boils to stay that manager should be immediately fired; it is simply too serious, too damaging to the future of the company to allow the sales team to become poisoned, and if the manager won’t take care of his or her team, they are worse than the boils with which they refuse to deal.

Slow Developers Aren’t Boils
Treating Slow Developers in the same manner as Parasites and Destroyers is both morally wrong and a bad business decision.  I’m not saying that you cannot let a Slow Developer go.  You not only might have to let one go every once in awhile; I’m sure you will have to let some go.  But letting a Slow Developer go should be a last resort, not a first.

Obviously the first step in getting a Slow Developer up to speed is to figure out what’s missing.  Hopefully you’ve got a good idea already.  Enlisting the aid of a quality assessment tool would be a wise decision. 

After you’ve identified the area or areas that are keeping the Slow Developer from becoming a valued producer, sit down with him or her and work out a training/coaching/development action plan.  The plan should:

  • Have a realistic timeframe based on your sales cycle and the specific areas to be developed.  Too short a timeframe and you’re not giving the salesperson a realistic opportunity, too long a timeframe encourages a lax attitude and performance
  • The plan must be based on objective, measurable actions, not generalities or mushy goals.  Instead of a goal to “increase daily cold call dials,” put a definite number on it such as “make a minimum of 75 cold call dials per day.”  Instead of a goal of “increasing line items per order,” set a specific goal such as “average 8 line items per order.” 
  • Progress must be monitored with frequent review sessions and specific, measurable progress landmarks.  Reviews should be set frequently enough to make sure the salesperson is staying on track, as well as to identify problems and make necessary adjustments. 
  • The action plan must specify the specific training and/or coaching, as well as who is responsible for the training and coaching and when it will take place.  Leave nothing to chance or some iffy future scheduling.  On the other hand, use common sense when some part of the action plan needs to be changed or rescheduled.
  • The action plan must have a specific outcome:  either the salesperson has met the action plan goals or they will be separated from the company. 

Slow Developers can become some of your sales team’s most reliable producers if given the chance and help in developing their potential.  Although it takes a commitment of time and resources, it is cheaper to cultivate your Slow Developers than to hire a replacement and you have a moral responsibility to work with those salespeople you’ve hired who have the desire and potential to grow into quality producers.

Like Ted, you must drain the pus out of your team before it infects the entire body.  Unlike Ted, you have to recognize that not every underperforming salesperson is a boil on your sales team’s butt.  Unfortunately the most common problem companies have isn’t an overzealous Ted but rather a sales manager who takes the easy route and simply allows the boils to fester and the Slow Developers to fade away out the door—often out of sales completely.

Sales management is a proactive position that, along with its rewards, on occasion requires some hard decisions be made and some unpleasant actions to be taken.  Squeezing boils isn’t pleasant.  Working with your Slow Developers is hard work.  If you’re not willing to take on both, you don’t deserve to retain your job.  If you’re on top of both, you’re in an elite class of managers.  If you haven’t recognized the need to deal with your underperformers, take them on.  It won’t be fun or easy but you’ll shortly find your team’s morale and production increase and your team easier and more pleasant to manage.

September 28, 2010

Are Your Sales Managers Sabotaging Your Sales Training?

Yesterday the CEO of a mid-size financial services company complained that no matter how carefully they designed their sales process and the accompanying training, they have been unsuccessful in establishing a consistent, long-term implementation of the process throughout the company.

Yesterday certainly wasn’t the first time I’ve heard this lament—and it certainly won’t be the last.

There are a number of possible reasons for sales training failure from treating sales training as an event instead of an ongoing behavior change process, to salespeople who view attending sales training sessions as torture, to the company’s failure to provide follow-up coaching for the sales team.  All of these are real issues that can negate any potential success you might experience from your investment in sales training.

But there is another cause of training failure that isn’t addressed as often but can be more destructive to your company’s training efforts than any other single factor—your sales managers.

Are your sales managers reassuring their charges that, “yes, you have to go to the training, but don’t worry; just go and when you get back, sell the way you’ve always sold?”  Maybe they don’t believe in the training you’re giving and are intentionally training their team in different processes and tactics? 

If you fail to get full buy-in from your sales management team to the specific training you are presenting, you will not have comprehensive and universal implementation of the training. 

Your frontline sales managers who work with their team members have more influence on how your salespeople sell than anyone else—more than senior executives, more than middle sales management, more than the training department, more than HR, more than the expensive sales trainers you hire.

If they don’t believe, the salespeople won’t believe.  If they don’t reinforce the messages, the strategies, and the tactics, those occasional training sessions will be nothing more than expensive exercises in futility.

How do you get all of your sales managers on the same page?

Before you ever put a salesperson in a training workshop or seminar, each and every manager must have gone through the management version of the training.  Each manager must understand what the company’s comprehensive, unified sales process is and how the particular training that is scheduled fits in the big picture; what short and long-term results are to be expected; what their job is in reinforcing and coaching the training; and what criteria will be used to determine the success or failure of the training.

Most of all, each manager must believe in the process and strategy.  .

Whether the training is presented by an in-house trainer or by a professional trainer brought in from outside, each segment of training should consist of a management segment designed to gain manager buy-in and to give them the tools and knowledge they will need to coach sellers once they are back at the office and a segment for salespeople that is attended by their managers.

And although the initial cost of training in terms of both time and money will increase, the long-term result will be reduced waste of training dollars and increased sales.  That wished for unified sales process will begin to become a reality because the biggest determent to success has been turned into the biggest promoter of success.

September 21, 2010

Prospecting Lessons from Some of the Biggest, Best Known Sales Training Companies in the World: They Won’t Like What We Can Learn From Them

“My name is Paul McCord and I’m a recovering sales trainer.”

OK, I’m not to that point yet, but if the prospecting calls and emails I’m getting from some of the biggest and “best” sales training companies in the world is an indication of the effectiveness of our industry, I may be repeating that line soon.

What is one of the most basic prospecting rules that every sales trainer, sales manager, and sales book preaches (even my dogs know this one by heart)?  Never make a prospecting call without having at least minimal knowledge of the suspect you’re calling–and preferably having done thorough research on them. 

I get prospecting calls and emails all the time.  Of course I know a great percentage of salespeople and business owners aren’t adhering to this rule.

But who else isn’t adhering to it?

Well, in the last month and a half I have received one prospecting phone call and two prospecting emails from salespeople for three of the biggest, baddest, most well known sales training companies in the world.  In all three instances the salespeople were trying to sell me—yep, sales training.

The salesperson that made the phone call started the call by giving me their name, the name of their company and then asking me if I’d heard of their company.  I gave a positive response.  Next I was asked if I or anyone else in my company made sales calls.  My response was again positive.  The salesperson then asked me if we were finding the economy tough.  My response was once more positive.  So, the salesperson asked me three questions that they knew I was probably going to give a positive response to, getting me on a “yes” roll.

The next question was a problem.  After a short explanation about what the salesperson’s company does, I was asked if I and any salespeople in my company had ever had formal sales training.  At this point I informed the salesperson that McCord Training was also in the sales training industry and that I probably wasn’t a great prospect for her and her company.

Her response?  She laughed, apologized for calling, and hung up.

The two emails were similar to the phone call.  The sellers gave me background on their company, gave me an idea of how their training could increase my company’s sales, and asked me to respond with a time for the salesperson to call me.  Conveniently I was given the choice of a couple of days and times or I could suggest a better time if I wanted.

These were not untrained salespeople.  These were not sellers who were hired by some rinky-dink fly-by-night company.

Not at all.

These were salespeople from three of the biggest sales training companies in the world.  All three are sales household names.  All three are among the 10 biggest sales training companies in the world.  Two are in the top five, maybe the top three.

These are supposed to be the best of the best, at least that’s what they tell prospects.

Embarrassing for them and their companies to say the least.  Embarrassing for all of us in the sales training industry as these sellers reflect on all of us when they make these stupid mistakes.

So what lessons can we learn from these top tier sales training companies?

  1. Don’t assume your salespeople are well trained.  If the salespeople of the “top” sales training companies aren’t well enough trained to not make the most basic prospecting mistakes, can you assume your salespeople are better trained and not making these mistakes?
  2. Don’t assume your salespeople are living their training.  Even if your salespeople have been thoroughly trained, don’t assume they are living it.
  3. How your salespeople sell reflects directly on your company.  These salespeople didn’t just embarrass themselves, they embarrassed their company—and not just because of the industry the company is in.  When your salespeople demonstrate ignorance, laziness, or any other negative trait, prospects draw the same conclusions about the company they represent.
  4. Once is not enough.  Your salespeople need consistent training reinforcement and follow-up.  A single training session isn’t going to change the behavior of your sales team.  Training must be on going.  It must be consistently reinforced and coached. 

Yes, all of this means you have to invest real time and real dollars in training your sales team—but you just got a free lesson from three of the world’s top sales training companies.

September 4, 2010

Guest Article: “How Great Managers Recognize The Right Opportunities for Coaching,” by Keith Rosen

How Great Managers Recognize The Right Opportunities for Coaching
by Keith Rosen

Where do you look for and uncover that ‘perfect’ coaching moment? How do you recognize where your direct reports need coaching and could benefit from the coaching most?

Actually, uncovering what you can coach someone on, from a tactical perspective, is actually the easy part. Managers are pretty good at recognizing problems, needed strategies and desired outcomes. However, it’s uncovering the why (the real source of the issue) and the who or the often very elusive and limiting thinking, assumptions or outlook people have which is ultimately preceding and driving their actions and behavior that is the tricky part and why many of the strategies and answers managers share either do not work or work well enough to become the long term solution. (If you’ve ever found yourself delivering ‘repetitive coaching’ or having the same conversation with your direct reports, that’s a sign that you haven’t gotten to the actual source of the issue or you’re spending your time on the wrong issue, digging in the wrong hole with no treasure to be found.)

Demonstrating this ability to get to the core of the right issue that leads to measurable and positive change is a true testament of an exceptional coach. The good news is, you can learn how to more precisely uncover those exceptional opportunities to deliver timely, relevant and powerful coaching. Here are some ideas that will guide you on the path to do so.

Regardless of the topic, skill, problem or mindset you’ve identified as a possible focal point in your coaching, there is one factor that’s always applicable in every coaching scenario. It also happens to be the very thing each coaching opportunity has in common. That is – The Gap.

The Gap is the space that exists between where the person is today and where they want or need to be or what is possible for them to achieve. It’s the void that exists between the person and their goal or solution; and where the coaching opportunity will evolve from that they often cannot see on their own. As a coach, it’s your responsibility to identify and fill in this Gap. The question is, how, exactly, do you accurately uncover this Gap?

There are three primary ways you can identify the Gap.

1. Through Observation. It’s essential that every manager takes the time to observe their direct reports in the field or on the phone, presenting or interacting with their customers and prospects. This is one of the most essential activities any manager can engage in. Otherwise, you run the risk of relying solely on what you hear from your salespeople and while it may be a truth, it’s only a subjective or partial truth or piece of the puzzle based what they see solely through their eyes. Like a great sport coach on the sidelines, observation will help identify the ‘blind spots’ that every salesperson has in order to get a full panoramic view of the most objective truth and what is really going on. After all, it’s very difficult to self diagnose when you’re in the middle of the game.

2. Through Conversation. Whether on the telephone or face to face, regardless if this happens during normal conversation or a scheduled coaching session, the Gap can also be identified in every interaction you have. Creating the safe space that allows people the time to process their thoughts, challenges and feelings on their own encourages a deeper level of self awareness which fosters more accurate self diagnosis and strengthens their problem solving skills. While certain strategic opportunities, skill gaps, assumptions or misconceptions can be identified, keep in mind; any great coaching must be complemented with observation so that you have the first hand evidence of what is really going on without relying solely on one source – the person you are coaching.

3. Through Evaluation and Inspection. While many managers hide behind and rely too heavily on diagnosing problems through inspection and the analysis of reports, spreadsheets and data, it is ironically often the least effective of these three strategies managers count on to uncover the Gap. Even conducting peer to peer or customer interviews to gain further insight about your direct report, while immensely valuable, still only provide you with a portion of the story. However, when used in conjunction with the other two strategies, this becomes another useful complimentary component to identify where certain activities, results and skills may be lacking. Keep in mind, data only shows you what is going on and can also be subjective. It doesn’t tell you why it’s happening. As such, observation and coaching conversations must also be leveraged to get the full story, rather than a small portion of the story to uncover the specific areas you can coach someone on. Remember, you are, first and foremost a people manager, not a data manager.

Instead of sharing what you perceive to be the solution to a problem before understanding the person’s specific needs, challenge or root cause of an issue, rely on deeper questions to assist in recognizing the Gap in every coaching conversation or situation with your staff. Whether the Gap is identified by you or the person you’re coaching, this will elevate your awareness so that you can pinpoint what is really going on with laser-like accuracy.

Any great coach realizes there’s not just one ‘right answer’ when coaching or only one way to uncover a powerful coaching moment. Leveraging these three distinct approaches will ensure that you are precisely coaching to the relevant Gap. Moreover, it will demonstrate the importance of investing the proper time to uncover a meaningful coaching opportunity rather than one that is hollow, inaccurate and ineffective. Improving your accuracy in uncovering the proper Gap to coach on will facilitate the changes in behavior that will lead to improved performance – and masterful coaching.

Keith Rosen is fanatical about increasing your sales and helping you achieve what matters most to you. That’s why almost half of the Fortune 1000 Companies and the top companies in six major industries chose his training and coaching solutions. He is the Executive Sales Coach that top salespeople and managers call first to attract more prospects, close more sales and develop a team of top performers. Visit his website.

August 11, 2010

Guest Article: “If Your Sales Training Department Ran Your Church,” by Charles H. Green

While doing a bit of reading, I ran across this older article by my friend Charlie Green that addresses the same subject I wrote about yesterday but more elegantly—and with humor too–than my post.

————————————————————————–

 

If Your Sales Training Department Ran Your Church
by Charles H. Green

What if your sales training department ran your church? (Or synagogue, or mosque; this is meant to be an equal-opportunity religious metaphor).

Suppose you move into a new community, and are looking for a place of worship. The minister (I’m just going to use the one metaphor from now on, please infer your preferred tradition) meets you, and says:

“Welcome. First we’d like you to fill out this spiritual needs-assessment instrument, so we can appropriately benchmark you for your level of sinfulness and spirituality potential.

“Part I evaluates your sinfulness; we prefer the so-called “Ten Commandments” instrument; Part II measures your level of mastery of the behaviors and habits of Highly Spiritual People (HSPs).

“You can fill it out over there in the cubicle; be sure to use only the Number 2 pencils provided.”

You do so. You take it back to the minister.

“Well, let’s see what we’ve got here, let’s pull the quick-scoring answer template. Hmm, only 5 out of 10 on the commandments. Well at least you go the biggies right, didn’t kill anyone lately, am I right, heh heh, sorry my little joke there…”

“You’re also scoring at a “meets expectations” level on your HSP. You probably know the Golden Rule, that sort of thing; but you probably don’t give alms to the poor, right? And tithing, fuggedaboudit! Am I right? Heh heh heh thought so, yup.

“OK, your achievement levels put you into the AIS group; Advanced Intermediate Spirituality. It’ll be a bit of a stretch, but we have some remedial online CBT programs that you can study up on. They meet at 11AM.

You sign up. Your kids are admitted to their own appropriate Sunday school classes. Embarrassingly, at higher levels than you.

You show up Sunday early, to be greeted at the door by a deacon.

“Please fill out this expectations document for today’s service. You can write in your own expectations if you want, but the multiple choice checkboxes are enough for most people.

You go in. You listen to the sermon.

“Today I’ll talk about Daniel and the lions. You will learn the skills and behaviors associated with Advanced Intermediate Spirituality with respect to faith. On leaving, you will be able to recognize faith when you hear it, identify the three main levels of faith, and to be reasonably faithful yourself. And we’ll do some faith role-plays (what we like to call “praying”) to make it realistic. So now let’s get started, shall we?

You sit through the sermon. It concludes with:

“The sermon today has been about Daniel and the lions. You should have learned the skills and behaviors associated with Advanced Intermediate Spirituality with respect to faith. You should now be able to recognize faith when you hear it, identify the three main types of faith, and to be reasonably faithful. And, you’ve experienced the behaviors of faith through role-play (“praying”).

“Please take a moment now to complete your evaluation document that the deacon handed you on the way in.

You read the document. It asks:

“The sermon for today met my expectations” (1 definitely, 2 mostly, 3 sort of, 4 not really, 5 not at all)

“I am now able to recognize basic faith” (1 definitely, 2 mostly, 3 sort of, 4 not really, 5 not at all)

“I now have a moderately high faith level” (1 definitely, 2 mostly, 3 sort of, 4 not really, 5 not at all)

“The minister trained well today” (1 definitely, 2 mostly, 3 sort of, 4 not really, 5 not at all)

You leave the church; the minister greets you on the way out the door. “How’d you like the service?” he asks, sneaking a glance at your evaluation document.

“Well, I’m still not sure I feel like I really have faith,” you say apologetically.

“That’s OK,” says the minister. “Just fake it ‘til you make it. You’ll get the hang of it. Continue to meet your metrics, and everything will work out—just have faith in the process.”

————

Hopefully you enjoyed that. In case it’s not clear, I’m trying to suggest that when it comes to certain “soft” subjects, the traditional management-by-numbers and train-by-behaviors can feel inadequate to the task.

How is this relevant? In training, I hope it’s clear. Different techniques suit different subjects.

But I think it speaks to issues of management and leadership too. Do you believe in values, missions and belief systems? If you’re trying to manage a values-based organization, what approaches work?

Managing through behavioral metrics doesn’t quite do the job when it comes to motivating people to higher-order beliefs.

Or, to put it nakedly, if still metaphorically: what’s the ROI on believing in a God? And what’s wrong with that question?

Charles H. Green is founder and CEO of Trusted Advisor Associates LLC; read more about Charlie at http://trustedadvisor.com/cgreen/

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