First Steps to Effective Sales Planning
Most salespeople love to be active - out in their territories, seeing
people, solving problems, putting deals together. This activity orientation is one of the necessary characteristics of a sales personality. A day sitting behind a desk is their idea of purgatory.
Unfortunately, this activity orientation is both a strength and weakness.Much of a salesperson’s ability to produce results finds its genesis in the energy generated by this activity orientation.
But it can be a major obstacle. Far too often, salespeople are guilty of going about their jobs directed by the credo of "Ready, shoot... aim." The luxury of this kind of unfocused activity is a casualty of the Information Age. In order to be effective, salespeople must be focused and thoughtful about everything they do. Activity without forethought and planning is a needless waste of time and energy.
And the most important part of the job to think about is the time they spend in front of their prospects and customers. Of all the different parts of their job, there is nothing more important to think about-nothing more important to plan-than that.
For most salespeople, if they were to make a list of everything they do in the course of a day, and then considered each of the items on the list, they ’d likely discover that almost everything they do can be done cheaper or better by someone else within their company. Someone else can call for appointments cheaper or better than the salesperson. Someone else can more easily check on back orders. Someone else can fill out a price quote, write a letter, or deliver a sample, cheaper or better than most salespeople. In fact, it’s likely that the only thing a salesperson can do that no one else in the company can do cheaper or better is interact with the customers. It’ s the face-to-face interaction with customers that defines the value they typically bring to the company. If it weren’t for that, your company would have little use for salespeople.
So, the face-to-face interaction with the customer is the core value
salespeople bring to the company. Yet, most studies indicate that the average outside salesperson only spends about 25 - 30 percent of his/her working week actually face-to-face with the customer.
In the light of that, doesn’t it make sense to spend some time planning and preparing to make that 25 - 30 percent of the week the highest quality you can possibly make it? Of course it does.
Mastery of this practice is built upon several powerful principles. Here’s the first:
Good decisions require good information.
It’s the Information Age, remember. And that means that, if you’re going to be an effective professional salesperson, you must collect, store, and use good information. You can’t make effective plans if the information on which you build those plans is faulty or sketchy.
If you were going to build a home, for example, you’d want to know about the nature of the ground on which the home was to be built. You’d need to have a good idea about what kind of weather conditions the home would be enduring, what the building codes were, what materials were available and what they cost, and what kind of skilled workmen were required. The list could go on and on. The point is that you wouldn’t be able to build a home
very effectively if you didn’t have good information on which to base those plans.
The same principles apply to building a home as well as delivering effective sales performance. In both cases, good planning requires good information. It may be that your company provides you all the information you need. But, it’s more likely they don’t. If you’re going to work with good information, you must be the one who collects that information. That means that you must create systems to collect, store and use the information that will be most
helpful to you. Since our world is constantly producing new information, the system you create isn't something you do once and forget. Rather, it must be a dynamic system that is constantly processing, storing and using new information.
The Information-Collecting Process
Creating and maintaining your system is a matter of following several
specific steps. Here’s the process:
1. Create a list of the categories of information you’d like to have.
2. Working with one category at a time, brainstorm a list of all the pieces of information you’d like to have within
3. Develop a system and some tools to help you collect that information.
4. Store it efficiently.
5. Use it regularly.
Start by listing the kinds of information you think will be most useful to you.
Think about your job and determine what kinds of information you'd like to have to help you deal effectively with your customers. Here's a partial list that would fit most salespeople:
- Information about your customers and prospects.
- Information about your competitors.
- Information about the products, programs and services you sell.
You may have a number of other categories, but this is a basic list with which you can begin.
Once you’ve categorized the kind of information you’d like, you can then think about what information would be ideal to have in each
Start at the top and work down. Look at customers and prospects first. What, ideally, would you like to know about them? Some typical pieces of information would include information about the account's total volume of the kind of products you sell, the dates of contracts that are coming up, the people from whom they are currently buying, and so forth. All of that seems pretty basic. However, most salespeople have no systematic way of
collecting and storing that information. So, while you may occasionally ask a certain customer for parts of it, you probably aren't asking every customer for all the information. And, you're probably not collecting it, storing it, and referring to it in a systematic, disciplined way.
Do you think your competitors know exactly how much potential each of their accounts has? Do you think they know other pieces of useful information, like, for example, how many pieces of production equipment each customer has, and the manufacturer and year of purchase of each? Probably not. If you collect good quantitative marketing information, you'll be better equipped to make strategic sales decisions and create effective plans. For example, you'll know exactly who to talk to when the new piece of equipment from ABC manufacturer is finally introduced. And, you'll know who is really
ripe for some new cost-saving product that's coming, or the new program your company is putting together.
You may currently be doing a so-so job of collecting information. It’s like golf. Anyone can hit a golf ball. But few can do it well. Anyone can get some information. Few salespeople do it well.
Step Three. Develop a system and some tools.
The single most effective tool is an account profile form. It’s an
incredibly effective tool that generates and organizes some of the most powerful processes.
Account Profile Form
An account profile form is a form full of questions, or more precisely,
spaces for the answers to questions. The questions are all about each of your accounts. The form is the document on which you store that useful information. It can exist in a couple of different forms - paper or electronic. If you’re using contact-management software on a laptop computer or PDA, then the account profile form can be several screens for each account. If you’re not computerized, then it needs to be created on paper. Regardless of the media, the principles and processes are the same.
A well-designed, systematically executed account profile form can be one of your most powerful tools for acquiring a competitive edge. Here's why.
First, it provides you a way to collect quantitative information that will allow you to know your customers more thoroughly than your competition. All those pieces of information that you said were potentially important to you can be collected and stored in the blanks on the account profile form.
Create a one-page form with blanks in it for each of the quantitative pieces of information you want.
In addition to the quantitative information about the business, you need another version of the form for each of the key individuals within those accounts. That’s called a personal profile, and it is your mechanism to collect personal information about the key decision makers. You apply the same concept and principles to the task of collecting personal information about the key decision-makers within your accounts. You may end up with one
document for the company and 10 to 15 personal profiles for all the key people within that account.
Now, imagine getting ready for the next sales call on that customer and reviewing the things that he likes to talk about, refreshing your memory on the name of his spouse, and the names and schools of each of the kids. As you plan your presentation, you review the primary buying motivation for each of those key people. Do you think you'll be better prepared to have an enjoyable, relationship-building conversation with that customer than your competitor will? Of course you will. Do you think you’ll increase your likelihood of delivering a powerful and persuasive presentation? Of course
Finally, the form allows you to store important information someplace other than in your head. The problem with keeping information just in your head is that it isn't always readily accessible. When you want to have a relaxed conversation with one of your customers about his interests, you can't always remember that he golfs and was a starting halfback on his college
football team. However, if you have that information stored on a form, you can review it just before you go in to see your customer, and put it uppermost in your mind.
To some degree, every good salesperson implements these concepts. The difference between the run-of-the-mill salesperson and the exceptional salesperson is the degree to which the committed salesperson disciplines himself to stick to a systematic approach. Most salespeople do it as they think of it, but don't keep the information systematically. Masters of the planning understand the need to discipline themselves, and thus do a more thorough job of collecting information.
Step Four. Store it efficiently.
You may have done a great job of collecting information, but if you’ve stored it on old matchbook covers, coffee-stained post-its, and the backs of old business cards somewhere in the backseat of your car, it’s probably not going to do you much good.
If you’re computerized, then your computer can be the super tool that allows you to efficiently store the information. If not, you’re going to need to create a set of files (yes, manila folders!) in which to store your information. More on this later.
Step Five. Use it regularly.
Before every sales call, review the information you have stored. That review will help you make good decisions about each aspect of the sales call. Likewise, review the information as you create your annual goals and sales plans, when you create account strategies, and when you organize and plan your territories.
As you can tell, an account profile form is a master tool that holds all of this together.
About Dave Kahle, The Growth Coach:
Dave Kahle is a consultant and trainer who helps his clients increase their sales and improve their sales productivity. Dave has trained thousands of salespeople to be more successful in the Information Age economy. He is the author of over 500 articles, a monthly e-zine, and six books. Ten Secrets of Time Management for Salespeople was recently released by Career Press. You can join Dave's "Thinking About Sales Ezine" on-line at
For more information, or to contact the author, contact:
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Comstock Park, MI 49321
Phone: 800.331.1287 -- 616.451.9377