ACTG Sales Management Blog

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A New View for Evaluating Sales Effectiveness

Posted by Tony Cole on Thu, Mar 20, 2025

What you cannot see can kill you. If you don't see the car to your right about to run a stop sign, you might be in trouble. If you cannot see a clogged artery, you might be in trouble. If you cannot see that your sales team is failing to execute the fundamentals of an effective sales approach, then surely that will kill your chances for sales effectiveness and consistent sales growth.

Effectiveness as a sales manager requires many skills, tendencies, and attributes. We partner with Objective Management Group (the #1 Sales Evaluation and Assessment Tool), and together, we have identified five must-have competencies for a sales manager:

  1. Managing Performance
  2. Coaching
  3. Motivating
  4. Recruiting and Upgrading
  5. Coaching an Effective Stage-Based Sales Process

These five functions, plus some additional content related to systems, processes, and effective selling, make up our Sales Managed Environment (SME) program for managers.

A number of years ago, I went through ocular plaque radioactive surgery. It's a procedure where my eye surgeon knocked me out, manipulated the eyeball, and sewed a gold-plated disc to the back of the eye. The purpose was to kill the cells associated with a choroid melanoma. Post-surgery included placing an antibiotic cream under the lower eyelid, covering that with a patch, and then covering that with a lead eye cover. It also, in the state of Ohio, mandated that I stay in a room with a lead door for four days. After four days, they took me back to surgery, removed the disc, let me recover, and sent me home. That is when I really began to notice the importance of two lenses to view the world.

For a while, I could not see anything on my right unless I turned my head. I now have some peripheral vision to the right, but really just beyond my nose. The other night, Linda and I were walking the dog, and I turned my head to the right to talk to her—and she was gone. I had to do about a 270-degree turn to find her.

It became very apparent that, in order for me to function effectively, I have always counted on two lenses to see, work, and enjoy the world. Without both lenses, it forced me to work harder and not nearly as effectively as I did prior to surgery. So what does this have to do with sales management effectiveness?

Everything!

I've been teaching and coaching our SME™ program for 25 years, and the personal experience with my eye that I just described has made me view our approach in a different way. Each one of the components of SME™ is really a lens for a company sales leader to use to "see" how the sales group is performing. Kind of like my doctor used a blood test, a CT scan, and a biopsy to determine how well my body was functioning. One data point alone doesn't tell the story. Another negative analogy to use would be looking at the scoreboard at the end of the game to determine how well the game was played. The score is a lagging data point and only tells you who happened to win. It doesn't tell you why one team won and why the other lost. That is what sales leaders need to know to drive sales effectiveness with their teams.

Using all five lenses in your organization will tell you several things. In the words of marketing guru Seth Godin (you should watch the video), you will better understand:

  1. Why they are racing to the top or the bottom
  2. What they need to do differently to race to the top

For more information on these five lenses for sales managers, feel free to pull down our eBook, The Extraordinary Sales Manager. This new view just might give you what you need to see your team’s activities from a new perspective—and tools to execute the necessary changes to improve your team’s sales effectiveness.

Register now for our free webinar - one week from today! 

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Topics: Sales Training, sales effectiveness training, sales effectiveness

The Best Advice Sales Managers Can Give to Help Increase Sales

Posted by Tony Cole on Fri, May 19, 2023

In this blog article, we discuss the best advice sales managers can give their salespeople, and that is to "keep moving."  If you want to increase sales within your organization, you must keep moving throughout the ups and downs, the missed opportunities, the clients who "ghost" you, and more.

No one ever said that consultative selling or sales coaching would be easy, but you must motivate your team to keep moving and to see the bigger picture.

I met Al several years ago at my health club while we were playing early morning tennis with a group of 6 others. At the age of 57, I was the youngest in the group.  I played regularly with this group for about a year and as I honed my tennis skills, I would come home and brag to Linda about how my partner and I crushed the other team that morning. 

One morning, I think she had heard enough and wanted to know more about the competition I was playing. After all, I had only been playing tennis for just over a year. She and I would hit balls on a local tennis court so she knew my game really wasn’t that good. It was either I kept drawing great partners or the competition was suspect.

In the spirit of full transparency, I will go through some of the competitors I crushed. 

  • Frank – 72 years old, arthritis in a hip and bad feet from early childhood development issues
  • Bill – 70 - recovering from his 2nd by-pass surgery
  • Ron – 68 retiree with a bad back, hip replacement and vision issues
  • Chuck – 71 – braces on both knees
  • Jim – The best of the lot, 69 but in good shape
  • Jim – Former military, 72, recovering from hip and back surgery
  • Al – At the time Al was 89 and a retired man of medicine

Download "9 Tools to Increase Sales" Whitepaper

The jig was up and my story had been exposed.  I was competing against the walking wounded you might see in a 4th of July Parade playing a flute, carrying a flag, and playing a drum.  In reality, they were quite good tennis players who tolerated my lack of skill with great humor.  They often took advantage of me as a result of my lack of talent and experience as well.

I ran into Al just last week and that is when I learned the best advice any manager could give a sales team.  Both Al and I had just finished working out. I was walking through the locker room as he was getting ready to leave. I don’t see Al as often as I used to, so when I do, I always take some time to chat with him and ask him about his life.

Tony – Al, how are you doing my friend?

Al – I’m doing alright, can’t complain, you know just getting in a workout and heading home.  Doing pretty good though.

Tony – You look great Al.

Al – Well I just keep moving.  I figure if I keep moving, I’ll be alright.  I can still walk 3 miles with no problem.  I work out on the elliptical.  But I’m losing my memory.  I’m sorry, I don’t remember your name.

Tony – It’s Tony.

Al – I just can’t remember things like I used to and you know what that means…. ( silence of acknowledgement).  By the time I get upstairs, I won’t remember your name.

Tony – That’s okay Al.  Are you still driving?

Al – Sure!

Tony – Al, how’s your wife? 

Al - She’s fine, just fine.  She’s the young one.

Tony – You are my hero, my inspiration to just keep moving.  Thanks. Can I give you a hug.

Al – Sure

Tony – Thanks Al,  Great to see you,  you take care of yourself and I’ll see you again soon.

Al – Okay.

Al is 97 and his wife is 95.  They survived the Holocaust and continue to thrive today. They thrive today because they are both committed to this one piece of great advice that all sales managers must provide to their sales team - Just Keep Moving.

When salespeople or sales teams fail, it is a result of one or both of two things:  Effort and/or Execution. 

As I’ve been teaching and coaching in our Sales Managed Environment program for years now...

Effort Requires No Skill

To Al’s point, more than half the battle of surviving and thriving is this; Just Keep Moving.  Keep calling prospects, keep meeting with them, keep inquiring about the business those prospectsrun, keep asking powerful and insightful questions, keep finding out if there is anything you can do to help someone achieve their objectives, and more.

But everything starts with effort. And effort starts with the will to just keep moving.

Thanks Al for the lesson!

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Topics: sales conversations, sales effectiveness training, banking sales training, professional sales training, consultative sales coaching, corporate sales training, sales force performance management, social selling, online sales training, politics, hire better people, insurance sales training, brand video, train the trainer, driving sales growth 2020, 5 keys to sales coaching, handles rejection, online sales management training, sales training workshops, sales training seminars, sales team evaluation, keys to selling success, keys to selling

How to Create & Build Relationships Virtually

Posted by Tony Cole on Wed, Sep 23, 2020

Virtual relationships aren’t new and neither are virtual business relationships. What is new are the expectations and the tools. Instead of in-person meetings, we are now expected to meet via Zoom, GoToMeeting, Facebook Live. Technology is consistently providing us with more and better ways to connect. We must now:

  1. Become comfortable with virtual-relationship platforms (social networking),
  2. Transition from traditional to virtual relationship-building habits and platforms,
  3. Learn and master the art and science of virtual relationship prospecting, creation and development.
  4. Have a good grasp of our current strengths and weaknesses in relationship-building so we can better understand what we need to improve upon in virtual relationship-building.
  5. Understand that the advent of pandemic(s) may greatly alter the willingness of prospects to meet person-to-person, thus changing the landscape of prospecting and selling forever.

“The web has one big drawback: It’s harder to connect on a human level with people when they exist in two dimensions on your computer screen or mobile device. You need to work extra hard to make sure you’re interacting in a way that allows you to build genuine, meaningful relationships.”

“People want to work with colleagues they know, like and trust. When building professional relationships with people online, consider the intersection of these three qualities: transparency, likability and credibility. Transparency lets people get to know you, while likability reflects their interest in you and credibility builds trust.” William Arruda Senior Contributor Forbes 

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This shift in the way we conduct business may have changed permanently and we must change with it. We need to understand and adapt to this cataclysmic shift so that we may be successful in this volatile new environment.

Here are the key concepts, practices and skills that should be considered and employed as you move forward growing your sales.

Key Concepts

  1. Prepare yourself for the following:
    1. It will be easier for people to ignore you. It will take longer to connect.
    2. “Don’t look, act or sound like every other salesperson.”
    3. Develop a tenacious Will to Sell (watch video or click link) to be successful.
    4. Overcome any negative beliefs you have about virtual relationships: e.g. “I can’t sell virtually”.
    5. Whatever challenges you have in the normal course of selling, be prepared for those challenges to be magnified.
  1. Best Practices – you must have a set of best practices.
    1. Have a checklist for each meeting:
    2. Do a rehearsal prior to the meeting. Have any presentation pre-loaded and ready to show.
    3. Check that lighting, audio and video are all in good working condition.
    4. In advance, share your agenda.
    5. Be yourself- be vulnerable, transparent. Don’t dominate the conversation to fill space. Ask questions. Listen intently.
    6. Use virtual backgrounds if your room is a garage.
    7. Dress appropriately for the meeting.
    8. Be memorable and unusual in a good way
    9. Know what your competition is doing virtually. While you don’t necessarily have to compete, you should understand how your virtual room will be evaluated.
    10. Finish each meeting with a clear next step.
  1. Common issues:
    1. Camera Angle and Distance- Spend time to view how others will see you. Eliminate distractions and “nose shots”.
    2. Fumbling to find and load a source or presentation.
    3. Finding a good tempo; one that will hold audience attention.
  1. Any weakness you have in personal meetings will be magnified on camera. Your desire, commitment and outlook must be strong. Your SALES DNA must support building and selling relationships in a virtual model. (Score your Sales DNA)
  2. Hone your sales process and approach. Because so much at the beginning of the sales cycle/buying cycle lays the groundwork for the proceeding steps, gaining trust and confidence while operating virtually might take longer. For example- You might have to do a better job with Proof of Concept. Or Qualifying might require different questions. Remember to Qualify for Budget and Decision-Making.

Our Sales Growth Coach can help you leverage virtual tools!

Topics: closing more sales, sales priorities, sales productivity, sales advice, sales effectiveness training, virtual selling

Go For The "No" Early in the Sales Process

Posted by Tony Cole on Tue, May 12, 2020

In today's blog post, we discuss the technique of going for the "No" early in the sales process.  It may seem counterintuitive, but countless studies have shown that humans desire what they can't have.  

When we go for the "No", we force a prospect to think of the value we bring to the table as salespeople. Are they really interested?  Will something more come from this meeting?  Go for the "No" early to ensure that you are on the right path with your prospect to increase sales, or move on to the next one!

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One of the keys for more effective selling is going for the "No" early in the sales process. I learned this concept years ago especially when I was vulnerable to "Think It Overs" (TIO). I would get TIOs at several stages in the sales process and maybe you have received them as well:

  • On the initial phone call when you’re trying to get an appointment –
    Let me think it over.  Give me a call next week.
  • At the end of your initial meeting –
    This sounds really good and something I should consider. Let me think it over and I’ll get back to you in the next couple of days.”
  • When you finish your presentation and you ask for the sale – 
    You made a very compelling presentation and we are impressed with your depth of knowledge and your very creative solutions to our problems. Let us meet as a group and go over this one more time and crunch some numbers.  Let’s plan on talking next week.

Sound familiar?

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These TIOs are keeping you from being more effective in your sales process. That’s nice to know or consider but the question becomes,

“What do I do about it?”

Your potential buyer will tell you that they need to "Think it Over" because:

  • They really don’t intend on making any changes, but you impressed them with some information that they want to take to their current provider.
  • They have a "need for approval" and instead of telling you they are not interested, they want to let you down easy. Telling you they want to "think it over" gives you hope and get’s them off of the hook until the next time you talk.

To fix the problem, you must eliminate "Think it Over" as an option for your prospect!

Let your prospect know that when you finish the next meeting, next conversation, or the final presentation, they will have everything they need to make a decision then and there.

You can tell them that you will be prepared to answer all of their questions and when you are finished, they will be in a position to make a decision – a "yes" or a "no."  Then, simply ask what objections they have to that process. 

No hard feelings.  Nothing personal.  Just business.

This one key will help you close more business, more quickly, and at higher margins.

Download "9 Tools to Increase Sales" Whitepaper

Topics: hire better salespeople, sales effectiveness training, professional sales training, consultative sales coaching, corporate sales training, sales force performance management, online sales training, insurance sales training, online sales management training, sales training workshops, sales training seminars, sales training programs, sales candidate assessment, sales force performance evaluation, keys to selling success, consultative sales coaching cincinnati, consultative selling cincinnati, banking sales training cincinnati, corporate sales training cincinnati, hire better people cincinnati, sales coaching cincinnati, sales management training cincinnati, sales productivity tools cincinnati, sales training programs cincinnati, sales training workshops cincinnati, train the trainer cincinnati, hiring sales people cincinnati, increase sales cincinnati, professional sales training cincinnati, sales candidate assessment cincinnati, sales effectiveness training cincinnati, sales force performance evaluation cincinnati, sales performance management cincinnati, sales training cincinnati, sales training courses cincinnati, sales training seminars cincinnati

4 Steps to Create Loyal Client Advocates

Posted by Walt Gerano on Fri, May 08, 2020

In today's blog, we discuss how your organization can go above and beyond to create loyal client advocates for your business. 

If you are looking to increase sales in 2020 and beyond,  it is important to create a consistent experience for your customers and those that chose you to work with in the first place. 

If you are not providing a superior experience, your clients might start asking "Then, who will?"

woman-in-blue-suit-jacket-2422293

Today's question is this: “What are you doing to keep your clients coming back and telling their peers about your business?"

Is your organization providing an excellent consumer experience for your clients? 

Are you getting to know the wants, needs, and pain points of your customers each and every single day?

Are you under promising and over delivering results? 

Now, can you think of a place where you go and wait in a long line, spend a lot of money, and yet, can’t wait to tell others how great your experience was?  Well, that could describe a number of places, but the frame of reference I want to use today is the Disney experience.  

No one would argue with the success that Disney has in exceeding expectations and creating loyal advocates. When you go there your first time, it is more beautiful than you ever imagined.  You have such a magical time that you forget about how much things cost or how long the lines are for almost everything.  

In his book, Inside the Magic Kingdom, author Tom Connellan explains the seven keys to Disney’s success and how they work to create a dazzling experience for all of their guests.  As you read the book, you can only imagine what would go into building and sustaining that kind of relationship with your customers.  

In order to achieve “dazzling”, you must have a process that is consistent and predictable.  People need to know what they can depend on when they trust you with their business.  In other words, it’s not a once-in-a-while thing; it is just the way you do things.

Keep in mind that it does not have to be the same thing for all of your clients.  The way you support your top 20% needs to be different from how you support your bottom 20%.

Download "9 Tools to Increase Sales" Whitepaper

But, at the heart of it all, everyone gets the basics.  However, if you want to increase sales within your organization and stand out from the competition, your organization must be willing to impress, dazzle, and treat your advocates like members of your family.  It may sound drastic to some, but there is a reason that some companies truly stand out in a crowded market.

It's the little things that matter in business.

So, how do you create loyal advocates for your organization?

  1. You have to find out what they wantHow do you do this?  Ask!  Give them a list of things to choose from with the option to add things that might not be on the list.
  2. Next, prioritize critical areas. The key here is to find out what they won’t tell you.  How many times have you left a restaurant after you told your server everything was fine when they asked?  Some of your clients may do the same thing.
  3. Identify performance levels and find out where they are setting the bar; don’t assume you know.
  4. Negotiate expectations. Now is the time to deal with anything you are not willing to agree to. Sometimes we say “yes” because we think it’s a deal breaker; just ask and then decide.  If it is outside your process, then you are better served to move on because, unfortunately, it will always be a struggle and they will never become an advocate anyway.

The only way to exceed your customer’s expectations is to know what they actually are, not what you think they are.  Start by having that conversation first and soon you will have them coming back for more and telling their friends.

Topics: sales effectiveness training, banking sales training, professional sales training, consultative sales coaching, corporate sales training, sales training courses, online sales training, insurance sales training, handles rejection, online sales management training, sales training workshops, sales training seminars, sales training programs, sales candidate assessment, sales force performance evaluation, insurance prospecting system, assessment tools for salespeople, life insurance call script, sales team evaluation, keys to selling success, prospecting personality definition, star sales training, keys to selling, consultative sales coaching cincinnati, consultative selling cincinnati, banking sales training cincinnati, corporate sales training cincinnati, hire better people cincinnati, sales coaching cincinnati, sales management training cincinnati, sales productivity tools cincinnati, sales training programs cincinnati, sales training workshops cincinnati, train the trainer cincinnati, hiring sales people cincinnati, increase sales cincinnati, professional sales training cincinnati, sales candidate assessment cincinnati, sales effectiveness training cincinnati, sales force performance evaluation cincinnati, sales performance management cincinnati, sales training cincinnati, sales training courses cincinnati, sales training seminars cincinnati


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    About our Blog

    Anthony Cole Training Group has been working with financial firms for close to 30 years helping them become more effective in their markets and closing their sales opportunity gap.  ACTG has mastered the art of using science-based data and finely honed coaching strategies to help build effective sales teams.  Don’t miss our weekly sales management blog insights from our team of expert contributors.

     

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