Selling is a complicated and difficult process. It requires not only the right preparation but also the ability to become involved in several tasks during
by Louis Feuer, MA, MSW

Selling is a complicated and difficult process. It requires not
only the right preparation but also the ability to become involved
in several tasks during a sales call. You should be making some
careful observations at the same time you are talking about your
services and products.

What should you be looking for, thinking about and checking out
during your sales presentation? Take a look at this list of
activities.

  1. Look on the desks of your client

Are there mugs, pens, pads or information from one of your
competitors? Spotting such items will let you know who else has
visited your client and what name or logo your customer is looking
at on a daily basis.

  • Check walls and bulletin boards in the office
  • Look for notices or announcements of any upcoming programs being
    presented by a competitor. You may also find information they have
    posted regarding a competitor's next visit, new location or new
    contact information. Since you need to learn all you can about your
    competition, finding such information is a great start.

  • Observe how the staff reacts as you present information
  • Are there certain issues or comments that seem to be of most
    interest to them? Are they asking questions about specific areas of
    your business, or are there some subjects that seem to draw little
    attention? You may be receiving clues about what the topics of your
    next meeting should be.

  • Watch the time
  • Does the staff want to meet for a longer period of time than
    originally scheduled? If so, will you be prepared to continue your
    discussion? If you can sense their interest, then you will have
    some idea of how long you will be able to keep their attention.

  • Speak with the secretary and/or the administrative
    assistant
  • Begin to determine this person's role in the organization.
    Notice how he or she interacts with others in the office. Could
    this person be the company's true coordinator or the
    behind-the-scenes director?

    You may find by observing the office operation that the
    secretary or office manager could be key to helping you get the
    business.

  • Try to visit individual offices
  • While being in the main office of the nursing director or social
    work administrator can be valuable, salespeople often need to go
    directly to the offices of the staff members. Conduct the same
    observations here. Look for any marketing materials that could
    indicate the competition has “landed” everywhere in the
    building.

  • Make an equipment search
  • Often in the rehab department or in other areas of the facility
    or office, you will see equipment from your competitors. Notice
    whose wheelchairs are on the floor, and you might even want to ask
    if other companies deliver products directly to the facility.

  • Read the name badges of everyone you meet
  • You could meet your competition in elevators, hallways or
    lobbies. Take a moment to introduce yourself. You never know what
    information might be shared or what you can learn. Do not shy away
    from your competitors; they could become your best source of
    information.

  • Be sensitive to the professional environment
  • Notice the professionalism in the office. Notice how staff
    relates to each other. Notice how the secretary relates to her
    boss. Do employees use only last names in referring to others in
    the organization? These cues can give you some indication of how
    you must act as you work at building relationships with referral
    sources.

  • Finally, stay alert
  • A customer assessment takes the work of all of the senses. It
    has to do with listening, feeling and sensing the environment. It
    has to do with getting an impression of what interests the
    customer, how staff respond to each other and observing the
    environment in which they work.

    Louis Feuer is president of Dynamic Seminars & Consulting
    Inc. and the founder and director of the DSC Teleconference Series,
    a teleconference training program. He can be reached at www.DynamicSeminars.com or by phone at
    954/435-8182.