Sales Management Tips
by Suzanne Paling, Sales Management Services

February 2010

Lessons Learned from Year-End
A client asks, "You recommended a strategy for boosting sales at year-end. I did as you advised and asked my reps to submit a list of the most closable accounts for the month of December. Three of my four reps did an OK job (though I was disappointed by the small number of clients on their lists). One of the reps did not even turn in a list. When I questioned him about it, he reluctantly admitted to having no deals to put on a list. He spent most of December sitting around. Now that several months have passed, is it too late to discuss it with him? If not, what should I do about the situation?"

It is definitely not too late. In fact, not discussing it at all is the worst possible approach.

Reality Check

Let's not focus exclusively on the one salesperson. ALL of your reps were caught off guard by your request. None of them had an expansive list to bring to the table. This situation is not uncommon the first time a sales manager puts an 'end of December' plan like this into place.

Meet with all of them individually. Mention your disappointment and talk specifically about the number of prospects and the amount of sales revenue you will expect for the December forecast for this year. Remind them that they cannot reasonably expect accounts to appear in this last forecast of 2010 if they start thinking about them for the first time in October.

The Guilty Party

Though none of the reps had a great list, one rep had no list at all. Now that 2009 is over and you've calmed down, ask the rep one simple question, "What on earth happened in December?" Let them start talking.

Resolution

The rep may admit to dogging it for the last few months of the year. They might talk about how difficult the last business quarter was for them. If they seem genuinely contrite and their current sales production is at or above the group average, give them a pass. Underscore that a repeat performance at year-end this year will not be tolerated. Add that if they are experiencing difficulty in their sales territory, they should talk to you about it long before December.

If they have no credible explanation for their year-end performance and their current sales production is well below the group average, it may be time to put them on warning. Offer to work with them. If they take you up on your offer of assistance and start to turn things around, great. If not, they don't belong in your organization.

Many managers are disappointed in the net results the first time they put any kind of year-end plan in place. Often they feel let down or duped by their sales representatives. Managers who experience this frustration learn from it and vow to start to take action the next year long before late November. The whole exercise can serve as an important lesson for everyone in the sales department.

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