Prepare By 
HR DEPARTMENT 
CX - 01
Effective Sales Call for Success 
Sales Call 
•A short interview to gain 
commitment in favor of 
salesman’s product
Basic Steps in Selling Process 
Step 1. Prospecting 
Step 2. Pre-approach/ Preparation 
Step 3. Approach 
Step 4. Presentation/ Demonstration 
Identifying and Screening 
For Qualified Potential 
Customers. 
Analyze / Study Set 
Objective Plan. 
Knowing How to Meet 
the Buyer to Get the 
Relationship Off to a 
Good Start. 
Telling the Product 
“Story” to the Buyer, and 
Showing the Product 
Benefits.
Basic Steps in Selling Process 
Step 5. Response/ Handling Objections 
Step 6. Closing/ Gaining Commitment 
Step 7. Follow-Up/ Post Call Analysis 
Seeking Out, Clarifying, 
and Overcoming 
Customer Objections to 
Buying. 
Asking the Customer for 
the Order. 
Following Up After the 
Sale to Ensure Customer 
Satisfaction and Repeat 
Business.
Prospectin 
g 
Pre- 
Approach 
Response 
/ Handling 
Objections 
Closing/ 
Gaining 
Commitment 
Approach 
Presentati 
on/ 
Demonstr 
ation 
Follow-Up 
Basic 
Steps in 
Selling 
Process
Steps in Selling Process 
Prospecting 
Finding qualified sales leads 
Using Referrals 
Qualify, Classify, Categorize 
Cold-calling 
Continuous Process; all changes must 
be known at all time
Steps in Selling Process 
Pre-approach 
The collection of information 
Researching the prospect 
Analyze/ Study/ Set Objective/ 
Plan/ Define 
Help salesperson in planning the 
initial presentation to the 
prospective customer
Pre-Call Planning 
Setting Objectives; SMART 
What do I want to accomplish? 
…know about the prospect? 
Planning the call 
What am I going to say? 
When; the best time? 
How to proceed?
Pre-Call Planning (cont’d) 
Prepare- How you will approach 
 Questions/ to uncover needs 
& verify assumptions 
 Benefits to satisfy needs 
 Responses to possible reactions 
 Use of visual aid 
 Ways of closing/ 
gaining commitment
Steps in Selling Process 
Approach 
Secure access & Gain attention 
The development of rapport with 
the customer 
The chance to make a good first 
impression 
Adapt to the potential customer’s 
social style
The Approach: Reducing Relationship Anxiety 
Propriety : Show respect; dress 
appropriately 
Competence : Know your 
product/service; references 
Commonality: Common interests, 
views, acquaintances 
Pacing : Control based on situation 
Intent : Reveal purpose of call, 
process, ask questions and 
payoff to the buyer
The Personal Selling Process 
Presentation 
Arise feeling 
of need 
Requires asking probing 
questions of the prospective 
customer to determine needs 
Ask open-ended questions 
Make sure that the customer’s 
needs and potential concerns are 
addressed
Questioning 
Major Objectives: 
 To uncover real needs of the prospect 
 To ask for/ gain/ give information 
 To lead towards successful commitment 
 To conduct/ control sales call 
Keep Questioning as- 
Positive & Futuristic 
To try to address all 6 buying motives
Questioning 
Types: 
 Open Ended Question (OEQ) 
How are you; who, which… 
 Closed Ended Question (CEQ) 
Yes/No as answer 
 Benefit Tag Question (BTQ) 
1 Feature : 1 Benefit followed by a CEQ 
Keep Questioning as- 
Positive & Futuristic 
To try to address all 6 buying motives
Needs Discovery: Types of questions 
1. Permission Close-ended 
2. Fact-finding Factual 
information 
3. Feeling finding Open-ended 
questions 
4. Checking questions Confirm 
understanding
Mastering sales call
Steps in Selling Process 
Presentation 
Show how 
salesman’s 
propositions fills 
that need 
The focus on explaining of how 
the features of the product provide 
“benefits” 
Presentation may be flexible or 
memorized 
provide documentation for any 
statements of fact that are made
Sales Proposals -- General Format 
1. Problem Analysis 
2. Solution 
3. Product 
Specifications 
4. Cost-benefit 
analysis 
5. Contract 
Formalities 
Demonstrate 
Use showmanship 
Ensure a logical 
Order 
Effective Figure &
Steps in Selling Process 
Response/ 
Handling Objections 
Failing to provide adequate 
information, or not demonstrating 
how the product meets the needs 
of the prospect 
Provide information that will 
ensure the prospect’s confidence 
in making the purchase
Four types of Customer 
• Acceptance 
• Objection 
• Skeptic 
• Indifferent
Handling Concerns 
Listen to the buyers feelings 
Share concerns without judgment 
Clarify _______________________ 
Problem-solve present options and 
Support, praise 
Ask for ACTION to determine commitment 
Personalize benefit
Pseudo-Concerns 
“I’ll have to talk it over with Mr. 
…” 
“I’ll get back to you.” 
“I’m too busy right now.” 
“This is not possible.” 
“We have no scope to do it”…
Steps in Selling Process 
Closing/ 
Gaining Commitment 
Commitment is gained when the 
prospect agrees to take the action 
sought by the salesperson 
The salesperson must ask for 
commitment
Closing Techniques; Goal Oriented 
Direct Ask for the order in a straight-forward 
manner 
Summary Summarize the benefits 
already 
covered in the presentation 
Single Asks for the order if last 
Objection last obstacle is overcome 
Assumption Assume readiness & 
focus on the transaction details 
Choice Focus on version to be ordered
Steps in Selling Process 
Follow- Up 
The salesperson complete any 
agreed upon actions 
The salesperson should stay in 
touch to the prospect to ensure 
the customer’s satisfaction 
It is a continuous process to
Mastering sales call
Square wheels 
LOOK AT THE PICTURE FOR 2 
MINUTES 
© Performance Management Company, 1993 Not for Reproduction
Knowledge 
Core 
Competence 
Attitudes Skills
Attempt may fail but Don’t Fail to 
Make an Attempt
Mastering sales call
Mastering sales call

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Mastering sales call

  • 1. Prepare By HR DEPARTMENT CX - 01
  • 2. Effective Sales Call for Success Sales Call •A short interview to gain commitment in favor of salesman’s product
  • 3. Basic Steps in Selling Process Step 1. Prospecting Step 2. Pre-approach/ Preparation Step 3. Approach Step 4. Presentation/ Demonstration Identifying and Screening For Qualified Potential Customers. Analyze / Study Set Objective Plan. Knowing How to Meet the Buyer to Get the Relationship Off to a Good Start. Telling the Product “Story” to the Buyer, and Showing the Product Benefits.
  • 4. Basic Steps in Selling Process Step 5. Response/ Handling Objections Step 6. Closing/ Gaining Commitment Step 7. Follow-Up/ Post Call Analysis Seeking Out, Clarifying, and Overcoming Customer Objections to Buying. Asking the Customer for the Order. Following Up After the Sale to Ensure Customer Satisfaction and Repeat Business.
  • 5. Prospectin g Pre- Approach Response / Handling Objections Closing/ Gaining Commitment Approach Presentati on/ Demonstr ation Follow-Up Basic Steps in Selling Process
  • 6. Steps in Selling Process Prospecting Finding qualified sales leads Using Referrals Qualify, Classify, Categorize Cold-calling Continuous Process; all changes must be known at all time
  • 7. Steps in Selling Process Pre-approach The collection of information Researching the prospect Analyze/ Study/ Set Objective/ Plan/ Define Help salesperson in planning the initial presentation to the prospective customer
  • 8. Pre-Call Planning Setting Objectives; SMART What do I want to accomplish? …know about the prospect? Planning the call What am I going to say? When; the best time? How to proceed?
  • 9. Pre-Call Planning (cont’d) Prepare- How you will approach  Questions/ to uncover needs & verify assumptions  Benefits to satisfy needs  Responses to possible reactions  Use of visual aid  Ways of closing/ gaining commitment
  • 10. Steps in Selling Process Approach Secure access & Gain attention The development of rapport with the customer The chance to make a good first impression Adapt to the potential customer’s social style
  • 11. The Approach: Reducing Relationship Anxiety Propriety : Show respect; dress appropriately Competence : Know your product/service; references Commonality: Common interests, views, acquaintances Pacing : Control based on situation Intent : Reveal purpose of call, process, ask questions and payoff to the buyer
  • 12. The Personal Selling Process Presentation Arise feeling of need Requires asking probing questions of the prospective customer to determine needs Ask open-ended questions Make sure that the customer’s needs and potential concerns are addressed
  • 13. Questioning Major Objectives:  To uncover real needs of the prospect  To ask for/ gain/ give information  To lead towards successful commitment  To conduct/ control sales call Keep Questioning as- Positive & Futuristic To try to address all 6 buying motives
  • 14. Questioning Types:  Open Ended Question (OEQ) How are you; who, which…  Closed Ended Question (CEQ) Yes/No as answer  Benefit Tag Question (BTQ) 1 Feature : 1 Benefit followed by a CEQ Keep Questioning as- Positive & Futuristic To try to address all 6 buying motives
  • 15. Needs Discovery: Types of questions 1. Permission Close-ended 2. Fact-finding Factual information 3. Feeling finding Open-ended questions 4. Checking questions Confirm understanding
  • 17. Steps in Selling Process Presentation Show how salesman’s propositions fills that need The focus on explaining of how the features of the product provide “benefits” Presentation may be flexible or memorized provide documentation for any statements of fact that are made
  • 18. Sales Proposals -- General Format 1. Problem Analysis 2. Solution 3. Product Specifications 4. Cost-benefit analysis 5. Contract Formalities Demonstrate Use showmanship Ensure a logical Order Effective Figure &
  • 19. Steps in Selling Process Response/ Handling Objections Failing to provide adequate information, or not demonstrating how the product meets the needs of the prospect Provide information that will ensure the prospect’s confidence in making the purchase
  • 20. Four types of Customer • Acceptance • Objection • Skeptic • Indifferent
  • 21. Handling Concerns Listen to the buyers feelings Share concerns without judgment Clarify _______________________ Problem-solve present options and Support, praise Ask for ACTION to determine commitment Personalize benefit
  • 22. Pseudo-Concerns “I’ll have to talk it over with Mr. …” “I’ll get back to you.” “I’m too busy right now.” “This is not possible.” “We have no scope to do it”…
  • 23. Steps in Selling Process Closing/ Gaining Commitment Commitment is gained when the prospect agrees to take the action sought by the salesperson The salesperson must ask for commitment
  • 24. Closing Techniques; Goal Oriented Direct Ask for the order in a straight-forward manner Summary Summarize the benefits already covered in the presentation Single Asks for the order if last Objection last obstacle is overcome Assumption Assume readiness & focus on the transaction details Choice Focus on version to be ordered
  • 25. Steps in Selling Process Follow- Up The salesperson complete any agreed upon actions The salesperson should stay in touch to the prospect to ensure the customer’s satisfaction It is a continuous process to
  • 27. Square wheels LOOK AT THE PICTURE FOR 2 MINUTES © Performance Management Company, 1993 Not for Reproduction
  • 28. Knowledge Core Competence Attitudes Skills
  • 29. Attempt may fail but Don’t Fail to Make an Attempt