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How to Handle "Talk to My Underling"

October 21st, 2008 @ 4:20 am

8 Comments

Categories: Cold Calls, Management, Pitches, Sales Process, Sales Skills, Sales Tips

Tags: Value Proposition, Executive, Sales Strategy, Sales Force Management, Sales, Geoffrey James

Pointing DownLast week, in the post “Handling ‘I am Not the Decision Maker‘”, I gave sales guru Barry Rhein’s solution to the “I’m not the decision-maker” sales objection.   While most of these objections point upwards, there is a variety that points downwards, typically to a lower level person in the purchasing department.

The ostensible reason that executives foist authority downwards is because they “don’t want to be bothered with details.”  The real reason is that such executives are usually soft touches and they’re usually the one who makes the real decision, anyway.

Your goal, therefore, is to keep the executive in the loop.  After all, he’s the one writing the check. Here’s Barry’s advice:

STEP 1: Say:  “Thanks for your help.  I will give them a call.  Just out of curiosity…”

STEP 2: Continue with one of the following responses:

  • “What can you tell me about them?”
  • “What do you think are their priorities in this area?”
  • “What are some of your priorities in this area?”
  • “We have found that our customers have 100 percent success with our offerings when we have our initial conversation with an executive sponsor.  What if we could [your value proposition here]?”
  • “Based on our experience with [prospect's competitors or role models], it takes sponsorship at your level to be able to [your value proposition here].  Would it be possible for you and I to have an initial discussion before I work out the details with [lower level person]?”
  • “We have found that in order to achieve results like [your value proposition], it takes executive sponsorship.  As I work with [lower level person], I would like to keep you updated on our progress.  How would I get on your calendar for an initial meeting, please?”

READERS: Any further suggestions?

This Blog's Best Post: The Ultimate Cold Calling Tool

 
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  •  
    1

    ndlicht1

    10/21/08 | Report as spam

    RE: How to Handle "Talk to My Underling"

    Underling- seems to be the gatekeeper and the critical evaluator in this case actually. Looks like The exec trusts his people to know their jobs, issues and needs.

    Kind of sounds like paradise. However, the nderling knows the boss sent you so you need to say " Not knowing how things get evaluated here, I visited with xx to ask how best to see if my solutions could help with xxx. He or she sent me to you"

    That undoes your starting at the top and opens a meaningful dialog.

    I'm not sure if the exec sponsorship is automatic or even required given the facts you supplied in your piece.

    If the underling says yes to the idea in concept form initially, thats where the key to adoption is asked and then answered by the underling so ask the underling how it all works.

  •  
    2

    jefflogden

    10/22/08 | Report as spam

    RE: How to Handle

    Go down but keep the contact. I'd say "Thanks Mr. Big. I'm happy to talk with Sally about this.

    Two things I would also like, if they are okay with you. One -- you handle the introduction to Sally and two -- once I get all of the insights, I have an opportunity to discuss my findings with you."

  •  
    3

    JacquesWerth

    10/22/08 | Report as spam

    Salespeople do too much "handling"

    This scenario bears the assumption that you don't have any better prospective customers than this one. Since that is seldom the case, you need to determine whether this account is worth any more of your time and resources. If not, you should move on to a better prospect. Thus, you need to decide that ??? quickly. You can do that by asking the this question.

    ???Assuming that Mr. Underling determines (repeat your value proposition) is real, is that something you want at this time, or not? ???

    The answer will result in a conditional commitment to your or a (temporary) disqualification of the prospect. Either outcome has a high probability of optimizing your overall sales productivity.

    Chasing after uncertainty is not a winning strategy.

  •  
    4

    JacquesWerth

    10/22/08 | Report as spam

    Salespeople Do Too Much Handling

    The stated problem assumes that you don't have any better prospective customers than this one. Since that is seldom the case, you need to determine whether this account is worth any more of your time, effort and resources. If not, you should move on to a better prospect. Thus, you need to decide that ??? quickly. You can do that by asking the this question.

    ???Assuming that Mr. Underling determines (repeat your value proposition) is real, is that something you want at this time, or not? ???

    The answer will result in a conditional commitment to you or a (temporary) disqualification of the prospect. Either outcome has a high probability of optimizing your overall sales productivity.

    Chasing after uncertainty is not a high probability strategy.

  •  
    5

    LRMiddleton

    10/22/08 | Report as spam

    RE: How to Handle

    I'm an exec in Training at a sales company. I can tell you I tell software vendors this because I have my "underling" do the preliminary screening. If I were asked any of the followup probing questions after I said talk to my underling, I'd likely not be impressed.

    If I don't want the thing or there is no chance in my org, I'd say - no thanks, so long.
    When I say talk to my underling it means its that persons responsiblity to evaluate that kind of purchase and make recommendations to me. I wouldn't waste their time looking at something I'm not supporting.

    Sometimes a cigar is just a cigar, and every person who doesn't want to talk to you isn't a dodge.

  •  
    6

    Zilmar

    10/22/08 | Report as spam

    RE: How to Handle

    I think that two important issues here are:
    a) is the indicated person a decisor on that subject, and his favarable positions means a deal; or
    b) the person will only analyze and recommend or not that a deal be completed?

    When we got to know the underling's role, then we would be prepared to start over the sales call with him in view.

    Fact is that no exec would tell a salesperson to rob some work time from a colleague.

    Zilmar Pereira

  •  
    7

    Geoffrey James, Sales Machine

    10/22/08 | Report as spam

    RE: How to Handle

    QUOTE: Fact is that no exec would tell a salesperson to rob some work time from a colleague.

    You need to read Dilbert more often.

  •  
    8

    LRMiddleton

    10/22/08 | Report as spam

    RE: How to Handle

    Funny Geoff!

    Some days I wonder if I work for the pointy haired one and have in the past been the underling that a call was referred to because it wss my job to say thanks but no thanks.

    There is a situation right now where we like the product offering but may not go with it because the sales person keeps insisting on talking to me instead of the "underling" who's job it is to make a selection.

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