Follow these three tips for learning about a new sales account to begin building your partnership.
When you have a new sales account, whether the sales account has previously been active with your company or is newly acquired, it is important to be proactive about collecting information about that account. With the necessary information about a sales account at your disposal you can determine what will work and what will not work to meet your account’s expectations. On this foundation, you will be able to begin seeking out new opportunities for the sales account and your own organization. Materially, you will be able to move ahead of your sales account’s basic needs and provide value that will allow your sales account to gain competitive advantages in its own marketplace. Follow these three tips for learning about a new sales account to begin building your partnership.
The decision makers at your new sales account know what information is publicly visible about their organization and expect that as a sales professional you will have obtained the publicly available information before arriving to your first meeting. If you arrive unprepared and ask basic questions, a sales account will be less impressed and potentially less willing to move forward with you to the next step. Make sure that you are prepared ahead of the first meeting with your new sales account by:
It can be uncomfortable to ask a new sales account about your competitors, but in order to position yourself and your organization to best advantage it is necessary for you to know what your sales account has done in the past and might consider in the future. If you are pitching a sales account without knowing what your competitors are doing, you may be missing strategic opportunities without even being aware of it. Gain an advantage in talks between your organization, your sales account, and your competitors through:
The decision tree at your new sales account is likely complex, and may consist of multiple branches with which you have little or no direct contact. However, this lack of contact may be resulting in lack of opportunities due to communication bottlenecks. Reach out to your new sales account and make sure that you and your company are providing the strongest possible value by arranging meetings with decision makers at higher and lower points in the decision tree than the individuals with whom you typically work. This will allow you to spotlight areas where your company can provide products and services that compliment and support your new sales account’s goals.
Claire has 4+ years of experience in sales and recruitment. As a Director of Client Services, her main objective is to connect great people to great companies by building strong relationships with both top clients and candidates in the sales industry. She specializes in sales roles of all seniority levels for both enterprise and start-up clients North American wide. When Claire isn't networking with top talent, she enjoys being outdoors, traveling and spending time with friends & family.