Articles Getting CRM Right








Public Speaking and Presenting

Sorely Neglected Sales Management Skills

As part of my consulting practice I attend dozens of sales meetings and national conferences with my clients. To get things off to a rousing start, my clients frequently hire motivational speakers. There may also be a demonstration of the latest and greatest CRM system. Then its on to the nuts & bolts stuff: reviewing the products, compensation, order entry, an overview of the sales process, and so forth.

Unfortunately little time is ever spent at such meetings showing how managers can help their staff improve the basic every-day skills needed to accomplish their jobs. Public Speaking and Presentation skills are among those that are the most sorely lacking.

The sad truth is that many managers don’t have these fundamental sales skills themselves, so they cannot be expected to teach them. It is not their fault. In banks, for example, account managers (aka relationship managers/RM’s) are typically green eye-shade credit folks with limited interpersonal skills who get plucked and deposited into an account management role with an up-sale requirement. When a manager of this group is needed, he or she will also be culled from the ranks.
 
I have often considered developing a Speaking and Presentation Skills course for sales and support staffs but came to the conclusion (not sure if its right or wrong) that most companies would not pay for it since it was not the glitzy stuff but basics that they expect their management team to just know. The only thing I can recommend if you are interested in pulling yourself up by your own bootstraps in this area is to develop an internal training program similar to what I did with my staff when I was a sales manager (and what I teach at an advanced seminar at a local college). Here is an overview of that process:

My first task was to review their academic experience looking for three things:

  • Speech classes
  • Acting Class (no kidding)
  • Business and Public Speaking
In most cases, I found that the people I hired into field sales & technical positions did not have the basic skill sets to get in front of an audience and do a public speech. Depending on the results of this review I would recommend they take classes at a local college or Junior College. A couple of classes supplied a foundation that allowed me to take them to the next level— making proficient presentations in front of large and small groups and most importantly, being able to work the audience. 

“Working the audience” is where acting classes prove to be very valuable. In the first semester acting class you learn about how to watch and imitate people so you can play a role.  The most important part of this from a sales effectiveness standpoint is watching people and reading their emotions and character types. These are the same listening skills needed to relate to customers individually and in groups of all sizes.

To help them get to the next level, I did advanced work with my staff both at client meetings and during our own sales meetings. For example, on a weekly basis I would randomly select one of the sales or technical staff members to do an impromptu board based presentation on the status of an account. This presentation included:
  • Discussion of the company and it decision-making process.
  • Their qualification status and where we stood in the sales process.
  • A discussion of the opportunity, the next step and most importantly, how to accomplish it.
  • What resources the company and any partners needed to apply to the opportunity
  • And time frames.
During the presentation, the rep/technical person would need to answer questions from the group on any and all the above items and then be able to manage the discussion back to the key points listed above without loosing the continuity of the presentation. We also did formal presentations from foils (and later power point presentations) in the same ad hoc format with questions from the group that attempted to take them off topic.

Audiences do not cooperate with you. It’s not in their nature. They are always throwing things at you from left field; so controlling the audience is critical. To do this, you need to know your material cold, without reading it so you can: talk to it, get back to it when distracted but be able to answer off the wall questions or defer them to later point in the presentation.  (You also have to remember who asked the question, so when you finally arrive at the answer, you can acknowledge that person.)  
These are difficult skills to teach. It usually took a year to eighteen months to get my sales staff proficient in this area, but the time and effort were well worth it.

Now here’s an instructive tale: A mother once traveled many miles on foot bring her young son to see Mohandas Gandhi. The boy was obsessed with eating sugar and the woman wanted the Mahatma to tell the boy to stop doing it. Gandhi told her to bring him back in two weeks and he would do what she requested. When she did, he instructed the youth to refrain from eating sugar because it is such an unhealthy habit. When Gandhi was finished, she took him aside and asked why she had to two weeks for him to do that. His answer was that before he could teach the boy, he needed the time to give up the unhealthy habit himself.
Public Speaking and Presentation skills are among the most valuable you can instill among your staff. If you don’t have them yourself, then you can’t teach them. Find a way to acquire them, and then teach others.

About the Author: Jay Bauer is President/Senior Process Consultant for STI Systems, Inc., a firm specializing in the development of CRM systems that dramatically improve the operational effectiveness of small to medium sized organizations. He has taught business and professional speaking early in his career and continues to teach this topic and develop course materials related to it for both his staff, clients and as part of a local college Business and Professional class where he teaches a section on presentation skills.