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Different sales assessments and how to use them

January 21, 2011 in Attitudes & Behaviours, Call Reluctance, Coaching, Emotional Intelligence, Ethics & Values, Prospecting, Recruitment & Sales Recruitment, Sales Assessments, Sales Culture, Sales Research, Sales Training, Self Development

If you wanted to, you could sit down for at least four weeks and complete 100’s of sales assessments and there would still be more on offer.  This over abundance of sales assessments can be confusing because they are not all the same.  If you do not know what you want to measure it will make looking for an effective sales assessment tool that much harder.  Here are some questions that may help you select your sales assessments with more precision.

  • Why will this person sell? (Motives, Ambition, Goals)
  • Will this person sell? (Attitudes, Mindset, Not Hesitant, Accountable, Energy, Drive)
  • How does this person sell? (Style, Ethics, Behaviours)
  • Can this person sell? (Skill, Knowledge, Mindset)
  • How well can this person sell? (Job match, Values, Perceptive Reasoning, Self Belief, Mastery Mindset)

As stated before, there is no one sales tool that can answer all these questions.  So at risk of offending some test providers and users, as I am bound to leave out some assessments that could have been included in this piece, I thought I would share with you the tools that we and many other businesses have found to be the most useful in helping us predict sales performance especially when it comes to sales recruitment.

Measuring Sales Prospecting Fitness
Research shows that only about 20% of sales people are fully effective when prospecting.  In use for 30+ years, the SPQ*Gold (Sales Preferences Questionnaire) is a well regarded and widely used assessment designed to specifically detect and measure the emotional response to prospecting – Sales Call Reluctance®.  Call Reluctance® is the emotional hesitation to initiate contact with prospective buyers in sufficient numbers to support organisational goals.

40 years of empirical research in prospecting shows the hesitation to initiate first contact with prospective buyers on a consistent daily basis is responsible for the failure of more competent, motivated and capable sales people than any other single factor.  The fear of prospecting can cost an average of 15 new units of business per month per sales person.  Prospecting is not the most important skill in selling but it is the first thing that has to happen before anything else happens.

Assess the Fear of Prospecting
The fear of prospecting, Sales Call Reluctance® and sales hesitation, an individual’s hesitance to prospect and self-promote for new business, can be objectively measured using the SPQ*Gold® questionnaire. The SPQ*Gold® is an attitude and activity based online assessment that identifies how much initiative, energy and drive an individual devotes to proactive sales prospecting and the amount of energy spent on coping with inhibitors such as fear. The SPQ*Gold® is the only tool that measures the prospecting fitness of people in sales, sales management and customer contact careers.  It is best suited for anyone responsible for meeting sales and revenue targets whether you call yourself a sales person or not.

SPQ*Gold helps you answer these 3 business questions:

  1. How much will they produce?
  2. How soon will it happen?
  3. What will it cost you to get that performance out of them?

Applications

  • Administered online via user name and password sourced via an accredited provider.
  • The SPQ*GOLD® can be used for recruitment and development purposes to measure prospecting fitness.  It produces individual selection reports, team summary reports, and development and coaching reports.
  • SPQ*Gold will NOT measure personality, motivators and values, communication styles, emotional intelligence, leadership styles and derailers, or cognitive attributes and abilities (IQ).

Measuring Sales Performance Characteristics and Style
SPI-Q (Sales Performance Insight Questionnaire) is the latest and most comprehensive sales assessment tool in the marketplace.  The Sales Performance Insights Questionnaire (SPI-Q) has been developed in Australia by Performance Insights and focuses on the attributes that are uniquely relevant to sales.  It is the only product in the market that predicts the multi-dimensional characteristics required by today’s sales professionals, and measures the subtle but critical characteristics that differentiate successful sales people.  The questionnaire measures 25 Sales Attributes, clustered into three broad domains:

  1. Compelling Relationships – measures the preferences the individual has when working with clients and developing relationships i.e. Impact, Credibility, Insight, Attentiveness, Initiation, Influence, Social Leverage, Client Engagement and Negotiation.
  2. Perceptive Reasoning – measures how the individual processes information and makes judgments relating to client issues and solutions i.e. Research, Exploration, Agility, Pursues Learning, Creativity, Structure, Quality Orientation, Rational, Specialist and Judgement.
  3. Channelled Energy – measures the motivators and levers which drive the individual to succeed i.e. Authenticity, Resilience, Self Belief, Recovery, Motivation and Sales Drive.

The questionnaire has been designed to be highly pragmatic and user-friendly (requiring minimal training) with standard interpreted report outputs which are adapted based on the individual’s results.   The SPI-Q is a self-report questionnaire and the accuracy of this profile depends on how honest the individual has been when completing the questionnaire as well as their self-awareness.  It reflects their preferred style rather than their ability.  However, research shows that people’s responses to personality questionnaires can act as a good predictor of how they are likely to behave on the job.  There is no one ‘perfect profile’.

Applications

  • Administered online via user name and password sourced via an accredited provider.
  • The SPI-Q can be used for recruitment and development purposes.  It produces individual reports along with accompanying team summary reports, development and coaching reports.
  • SPI-Q will NOT measure values, leadership styles & derailers, cognitive attributes and abilities or prospecting fitness.

These two tools would be my first choice when recruiting sales people.  If you want to measure Culture Fit, Motives and Values, Leadership Style and Derailers, Emotional Intelligence (EQ) or Cognitive Abilities (IQ) then we recommend the following tools, which while they are not sales specific, have been widely used in sales and sales leadership.

Measuring Culture Fit and Values: The Hogan Motives, Values and Preferences Inventory (MVPI) measures ten core values found in most cultures throughout history i.e. Aesthetics, Affiliation, Altruistic, Commerce, Hedonism, Power, Recognition, Science, Security and Tradition.  It is not sales specific, however, it provides vital information to managers about how to coach and manage their sales people in terms of motivators, values and drivers.  The MVPI provides useful data about the kind of work environment the candidate prefers.  Measuring organisational fit is critical to staff retention and cultural engagement.

Measuring Leadership Style and Derailing Behaviours: Most business leaders have coping behaviours they draw on when under pressure.  The Hogan Development Survey (HDS) measures strategies and behaviours leaders have developed over time (even from childhood) to cope with increased levels of pressure whether due to change, high stress, multi-tasking, work saturation, an unhappy environment or being outside of their comfort zone. The HDS is not purpose built for sales leaders however it has a wide body or research on sales leadership with relevant norm groups to refer to.  Research shows that most leaders display at least one coping style.  In measuring extremes of personality then, it is very important to remember that these can have highly positive implications.  There is, however, always a potential downside to extremes because if they are not managed effectively or appropriately they can become problematic.  When business leaders, especially sales leaders, are not managing their interpersonal façade well (perhaps because of stress, pressure, deadlines, etc.) these extremes can emerge unchecked and upset the delicate balance of teamwork and interpersonal relationships.

Measuring Emotional Intelligence (EQ): Emotional Intelligence (EQ) involves a set of skills that define how effectively people perceive, understand, reason with and manage their own and others’ feelings.  These skills are cornerstones to successful selling, as emotions are an inherent part of why people buy and why they do not. The Genos Model of workplace Emotional Intelligence comprises seven specific EI skills critical to successful selling i.e. Emotional Self-Awareness, Emotional Expression, Emotional Awareness of Others, Emotional Reasoning, Emotional Self-Management, Emotional Management of Others and Emotional Self-Control.  Each skill can apply to successful selling.

Measuring Cognitive Attributes and Abilities (IQ): There are no sales specific attributes and abilities assessments that we know of, however, good quality Attributes and Abilities assessments have been around for over 50 years.  They are often referred to as IQ tests.  They are widely available through accredited providers and most organisational psychologists.  They are becoming more applicable because more sales and many leadership roles, especially sophisticated or more complex sales markets, require high level thinking abilities such as:

  • Verbal – verbal fluency, vocabulary and ability to understand and reason using words.
  • Numerical – ability to use and understand numerical concepts, reason using numbers and perceive logical relationships between them.
  • Abstract – the ability to think clearly and make sense of complexity, which is known as educative ability and the ability to store and reproduce information, known as reproductive ability.
  • Critical Thinking – the ability to clarify goals, examine assumptions, discern hidden values, evaluate evidence, accomplish actions and assess conclusions.

We do not use single assessments.  Instead, we combine tools to give us a more complete picture.
Different sales roles in different industries require different attributes for success.  Thus, profiles should be interpreted with reference to a specific role and its requirements.  It is important that the data from any assessment be combined with other sources of information about the individual when making decisions, particularly in selection settings.  Most assessments have a shelf life of 18–24 months and should be treated confidentially.  If there are major changes in an individual’s life or work, this could change some of the attributes in some assessments.  If you wish to use recruitment grade assessments for sales selection, I hope this helps you make a more informed decision.

To order an online assessment today, please call Barrett on 03 9532 7677 or for further information click on this link  www.barrett.com.au/assessments

Remember everybody lives by selling something.

Author: Sue Barrett, www.barrett.com.au

How much training should I give my sales team?

November 18, 2010 in Coaching, Sales Leadership, Sales Management, Sales Planning, Sales Training

Highly effective sales people and teams do not happen by chance.  A study by Aberdeen Group (2009) of 8,500 top performing companies with a turnover in excess of $50 million, showed that the highest performing of these in each of their industries provided their sales teams with no less than 8 days of focussed sales training per year, and this did not include product training.

Another Aberdeen Group Productivity report (2008) showed that top-performing sales organisations were 24% more likely than all other companies to either have in place, or have short-term plans to implement, formal sales training methodologies.

It is plausible that larger businesses can afford to, and do invest in, the development of their sales teams on a more consistent basis.  Usually supported by Learning & Development departments, access to the latest research and training providers, corporates and larger businesses can appear to have the upper hand when it comes to highly skilled sales and service teams.

Providing regular and quality training and coaching can prove to be a challenge for smaller businesses.  Finding the time to take your sales team out of the field to train them, getting access to quality, customised training content and quality trainers at an affordable price is problematic.  Too many ‘off the shelf’ sales programs aren’t usually flexible enough to meet most sales teams’ requirements and are often limited to simple transactional sales interactions or motivational ‘rah rah’ sessions.  However, for many SME sales teams to compete head to head with the skills of larger businesses they need to be trained in more complex selling skills and processes which include:

  • Sales and account planning
  • Prospecting skills and strategies
  • Consultative/diagnostics selling skills
  • Negotiation skills
  • Interpersonal communication skills
  • Public speaking, pitching and presentation skills
  • Account management and development
  • Business acumen
  • Deal making and proposal/tender writing
  • Self or time management
  • Self awareness, resilience and insight

So how can SME’s continue to develop the skills, knowledge and mindset of their sales teams even though they do not have the resources of a major corporate?  We need to be clever about creating a continuous learning environment in SME’s. Here are a few tips:

  1. Think about what standard you need your sales and customer service people to be operating at.  This will help you determine the type of training you need to provide them with.
  2. Assess what you feel confident delivering in-house and what you need to access from qualified, external providers.  Research your external providers and make sure they deliver practical, competency based training that can be taught and transferred to others.
  3. Map out a 12 month learning plan which provides regular learning sessions and has clear learning outcomes so you can check progress and skills and knowledge development.  Not all of your training need be full day workshops.  The best value is gained from ‘mini’ sessions of 30 minutes to 1 hour run regularly (fortnightly or at least every 4 weeks) interspersed with more formal classroom learning i.e. between 1-4 days per year on key topics where you need formal instruction.
  4. The mini learning sessions can focus on specific topics.  A great way to include everyone and create accountability for learning, is to allocate topics to your sales and customer service people and have each of them select a topic they will research and present to the team.  This helps you spread the learning load whilst giving your people the chance to practice their presentation skills.  Rotate these sessions amongst your sales team. Make sure the environment is supportive and constructive to encourage rather than discourage participation.
  5. Reading material is in abundance.  Giving your people access to free sales articles, such as the ones I write, can be used to assist further learning.  Many of our clients’ sales managers use these sales articles to aid their sales team development.  Whether they send it out as a topic to read or use the topic as a point for discussion in their sales meeting, they are creating a continuous learning environment.
  6. If you are going to invest in external development, a critical area is sales management and coaching.  This can have the greatest return on investment for you and your sales team in terms of their professional development.  Between 60-70% of a sales managers time should be devoted to people development.  We suggest you get yourself or your sales managers professionally trained as sales coaches and trainers.  For instance, we have built a Sales Leader’s Tool Kit which includes sales coaching field guides and mini skill, drill learning sessions that sales managers can run with their sales teams on a regular basis.  This equips them to run structured, well planned sessions, and aids the development of your sales teams and shows your commitment to their ongoing development.

SME’s don’t need to be left behind when it comes to having high performing sales and customer service teams.

Continuous learning is a conscious choice and does not happen by accident.  Whether you have access to large sums of money or not you can create a viable learning environment and continue to enhance the capabilities of your sales and service teams.

Start with the end in mind –sales mastery is a way of life not a fad.

Remember everybody lives by selling something.

Author: Sue Barrett, www.barrett.com.au

Planning for 2011

November 11, 2010 in Marketing, Sales Planning, Sales Research, Sales Training

Budgeting and developing strategy for 2011 should be near the top of your ‘to-do’ list right now or be bedded down already.  People complain about being too busy and never having enough time, however if you do not make time for regular planning you will let everyone down.

Make time to work on:

  • Forecasting
  • Evaluating staff hiring and implementing staff development plans
  • Ensuring that your marketing calendar is planned through to June 2011 at a minimum

Right now we are working with several clients on their sales plans for 2011 as well as planning out their 2011 sales training schedule.

Here are several ideas for you to consider.  The questions below should be handed to each of your management team and each person should prepare their answers.  Ask them not to be soft in their responses, and to set aside some quiet time to apply the appropriate amount of thoughtful reflection and analysis in compiling their individual answers.  Have everyone compare their responses with the rest of the team at your next management meeting.  You may even like to reward authentic and well constructed ideas.

  1. What went well in the past 12 months?
  2. What did not work or go well?
  3. What are the key drivers influencing our market, our customers and our competitors?
  4. What are the key metrics that are giving us the right information?
  5. What are the risks we are facing internally and externally?
  6. What are the opportunities or ideas that could lead to better business growth, client retention and increased market share?
  7. What are the factors we know we will be facing in 2011?
  8. What are the assumptions we are making about the market in 2011?
  9. What were the assumptions we made in 2010?  Did they hold true and are they still true?

We use these questions and many more during our strategic sessions with clients and with ourselves to help everyone get on the same page and build a vision for each organisation.

A Best Practice hint: set a date!  For example, by 17 December 2010 all budgets, compensation plans and marketing programs must be completed.  This will keep everyone working towards that deadline.  That is what we will be doing at Barrett to ensure we are well set up for 2011.    Special thanks to John Garrido, our Director of Sales, for bringing this article to light.

Remember everybody lives by selling something.

Author: Sue Barrett, www.barrett.com.au

How can we learn from our best sales performers?

November 4, 2010 in Sales Leadership, Sales Talent, Sales Training

How do we get the rest of our sales team learning from our top performers?  Should we get our top sales performer in front of our sales team to teach them how to be more effective?

Well that all depends…

  • How well does that top sales performer understand how and why they sell well?
  • Can they articulate what they do in a step by step process?
  • Can they teach to the others in a simple and meaningful way?
  • Do they want to teach others?

The reality is that most top sales performers are unaware of what makes them ‘good’ which in turn makes it really hard for them to transfer and teach what they know and do to others.  So how do we capture their talent, knowledge, skill or wisdom?

Job Design
One way of teaching our sales people what our best performers do is to first profile these sales superstars by using a Job Design process to map the core capabilities or competencies of top sales performers.  By mapping the core capabilities or competencies of our best sales performers we make explicit the behaviours expected for effective performance in the role, and these behaviours can be easily observed in selection, development planning and performance assessment contexts.

Sadly, many organisations use generic capability or competency definitions for profiling, development and succession planning of their people if they use anything at all.  However, our research has revealed that these generic competency definitions are often too generalised and not relevant to specialised roles such as sales.  This drastically diminished their usefulness in performance development, coaching, talent management and so on.

A Job Design process can provide very specific behavioural criteria for all levels of sales and service roles.  Once mapped, they can be implemented into recruitment kits, performance management systems, coaching, succession planning and induction processes.

Video Role Modelling
Another way is to video tape our top sales performers performing true to life role plays where they can demonstrate their sales capabilities across the sales spectrum.  This works most effectively when we have a sales process that can be followed and the sales people we want to teach can see the process in action and how it’s supposed to be done via the video.  If we then combine this with capabilities developed from the Job Design process, those sales people we want to teach can see the behavioral markers being applied for themselves.

And besides, positioned properly, it’s great kudos for the top sales performers and can really be an aspirational target for sales people to aim for.  If you are fortunate to have a team large enough to have several top performers, video tape them all and make them available to your team.  Kath Podnar, GM Sales for Jeans West, knows how effective this can be.  This forms a part of their ongoing education of their front line staff, is easy to set up and inexpensive to do.

Modelling good sales capability is like learning to dance.  We watch the dance moves performed by an experienced dancer while listening to the rhythm, and then we try it out for ourselves and practice, practice, practice.

Making clear and explicit the behaviours you expect to be applied in a sales role is key.  Linking them to a clear sales process and giving people examples of others who can model and apply the desired behaviours and process well helps people learn more effectively.

Remember everybody lives by selling something.

Author: Sue Barrett, www.barrett.com.au

The real $ value of role playing

October 14, 2010 in Sales Skills, Sales Training

Tell almost any sales person they are going to participate in role plays as part of their sales training and you will hear a collective groan.  In short most sales people hate role playing.  It is often seen as a form of potential embarrassment, or something stilted and false.  Many people feel self conscious and don’t want to look ‘bad’ in front of their peers.  It doesn’t help either that over 90% of all sales people follow no logical processes when selling, so when it comes to role playing they don’t know what to work on.

When role playing is brought to bear in a sales training program it doesn’t help if role playing is treated as a token gesture and is irrelevant to the real life situations faced by the sales people.  Many role plays are generic and not pitched towards specific skills or behaviours nor are they properly monitored to provide genuine feedback on performance, suggestions and insights.  This means that role plays are viewed as a waste of time.  And they are if they are not built or delivered properly.

Given the right kind of structure and environment, the real truth is that most sales people would really benefit from regular role playing and in turn their businesses and customers would be better off too. We cannot under value the importance of role playing and rehearsal to improve and enhance our performance.   When used properly role plays and rehearsal can really hone the skills, knowledge and mindset of our sales people. Linked to clear processes and behavioural performance standards we can create an environment of conscious and conscientious practice where sales teams are willing to practice and refine their skills and talents.

At Barrett we make sure all role plays are specific to our clients’ business and their client situations.  We make sure that the role plays are broken down into steps which can be applied and practiced.  We make sure there is a check list an ‘observer’ can use to monitor and provide specific feedback on the performance of the sales person.  We make sure there is an opportunity to receive clear and unambiguous feedback on performance.   We make sure it is safe for people to practice and make mistakes without fear of retribution.  In short, we make sure role playing and rehearsal is practical, useful and insightful allowing people to adjust their behaviours and mindset to create better and better performance standards.   However, the challenge is to make this a regular activity in sales teams.

In all sporting environments ongoing training incorporates, at regular intervals, ‘race practice’.  Race practice is where you simulate the environment and actions you are likely to face when at the real event.  Race practice is a regular feature of any athletes’ life.  I can recall in my competitive swimming days that our squad would practice race starts, turns, relay changeovers as well as rehearse our speciality events racing against each other to develop a sense of what it would feel like when we were to perform at the real events.  This happened at least once a week.  This practice or role playing was invaluable to our sporting skills and especially our confidence.  The physical actions and emotions we would experience at the real events were simulated in practice.  We learnt not just how to swim well but how to handle the pressure of performing.

Like competing athletes sales people often need to perform under pressure.  Therefore we must practice to learn how to perform under pressure.  Role playing is an ideal format for building your skills and strengths in sales and working out how you handle yourself under pressure.  Done constructively and with the clear intention of building people’s capabilities, role playing can be a challenging, exciting, fun and great learning experience for all.

Sadly, however, it’s estimated that only between 15 – 20% of sales teams actually practice role playing throughout their sales year.

Role playing needs to be valued as a business tool, a peak performance business tool that helps people reach higher and higher standards. Role playing or rehearsal helps us:

1. Be prepared to handle a variety of different scenarios

  • Different types of clients i.e. from industries, large to small; high value clients, etc.
  • Clients with different types of communication styles, values, desires, motives, needs, wants, goals, etc.
  • Dealing with multiple contacts inside an organisation – i.e. CEO, COO, Procurement, CFO, HR, etc. Our sales people need to know how to adjust their language and position with these key stake holders.

2. Handling challenging situations

  • Anticipating tricky situations i.e. client complaints, accommodating extra people in a meeting, other agendas competing with your suggestions, etc.
  • Thinking on your feet when dealing with difficult or different issues i.e. hostile clients, issues outside of your control, etc.
  • Handling objections or dealing with misunderstandings.
  • Presenting different solutions and making yourself understood.

3. Presenting or pitching for business

  • Making client presentations or pitching for new business with major accounts or new prospects.

Good sales practices include processes and steps to follow.  They can be taught and learned.  Role playing allows us to practice in safe environments and identify where we need to pay more attention to ensure better performance.  Role playing and rehearsal also allows us to make sure our effective skills and capabilities don’t’ ‘go to seed’ and keep us fresh and alert.

You’re never too old or too experienced to learn.  The other week when our new Director of Sales, John Garrido and I were out on a client meeting, John was able to give me feedback on my sales performance.  It was refreshing to be able to have someone observe me and make suggestions on how I could be better.  It is very hard to observe your own performance.  We need people to observe us, see how we are performing and give constructive feedback.

Good sales teams look out for each other.  They plan ahead, they account for various contingencies and they actually practice how to deal with them.  They do not leave their deals or sales careers to chance.

Let’s bring back effective role playing and rehearsal and ensure our talents and capabilities are able to flourish and shine.

Remember everybody lives by selling something.

Author: Sue Barrett, www.barrett.com.au

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