{"id":14982,"date":"2021-07-19T11:00:53","date_gmt":"2021-07-19T09:00:53","guid":{"rendered":"https:\/\/diariodiunconsulente.it\/?p=14982"},"modified":"2021-07-19T11:06:16","modified_gmt":"2021-07-19T09:06:16","slug":"sellers-suitcase","status":"publish","type":"post","link":"https:\/\/diariodiunconsulente.it\/en\/2021\/07\/19\/sellers-suitcase\/","title":{"rendered":"The Seller\u2019s Suitcase"},"content":{"rendered":"<p><span style=\"font-size: 18px;\">by\u00a0<a href=\"https:\/\/diariodiunconsulente.it\/en\/about-us\/\">Alberto Aleo<\/a><\/span><\/p>\n<p><span style=\"font-size: 18px;\">One of the first corporate jobs I did, as a newly hired employee in the <strong>trade marketing<\/strong> department of a well-known motor vehicle manufacturer, was to\u00a0<strong>analyse<\/strong>\u00a0what our salespeople carried in their <strong>suitcases<\/strong> during their business trips, i.e. which materials they actually used to promote products and services. My boss back then wanted <span class=\"text-highlight\">to understand what would be really useful to make the \u201c<a href=\"https:\/\/diariodiunconsulente.it\/en\/2015\/09\/28\/analysis-of-the-offer-system\/\"><strong>v<\/strong><strong>alue of the offer<\/strong><\/a>\u201d reach the client in the clearest and most convincing way<\/span>.\u00a0What had originally seemed a minor job, in fact allowed me to take a very interesting and educational journey <span class=\"text-highlight\">to discover both the <strong>sales stages<\/strong>, and the <a href=\"https:\/\/diariodiunconsulente.it\/en\/2019\/12\/09\/customer-journey-experience\/\"><strong>customer experience <\/strong><\/a><\/span>which is (or should be) linked to them. Here\u2019s what happened\u2026<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14973 size-full\" title=\"seller suitcases\" src=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/venditore.jpg\" alt=\"seller suitcases\" width=\"1920\" height=\"1080\" srcset=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/venditore.jpg 1920w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/venditore-300x169.jpg 300w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/venditore-1024x576.jpg 1024w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/venditore-768x432.jpg 768w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/venditore-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 13px;\">Photo Jorge Vasconez on Unsplash<\/span><\/p>\n<h2><span style=\"font-size: 32px;\">The Sales Book <\/span><\/h2>\n<p><span style=\"font-size: 18px;\">The<strong> management\u2019s <\/strong>goal was to create a <span class=\"text-highlight\">collection of materials, documents and marketing tools<\/span> \u2013 that we in the business called the \u201c<strong>Sales Book<\/strong>\u201d \u2013 which would prove useful to the sales agents to do their jobs more effectively.\u00a0<\/span><\/p>\n<p><span style=\"font-size: 18px;\">The project was a<strong>\u00a0success<\/strong> and eventually our \u201c<strong>Sales Book<\/strong>\u201d became a portal dedicated to sales professionals (which was a brand new thing in the early 2000s), where they could find all the information concerning the <strong>offer<\/strong> and also question <strong>market trends<\/strong>, <a href=\"https:\/\/diariodiunconsulente.it\/en\/2018\/11\/26\/effective-quotations-with-the-customer-as-protagonist\/\"><strong>draft estimates<\/strong><\/a> etc. However, it wasn\u2019t easy at all. In order to create an effective architecture we had to consider all the <strong>modalities of engagement client\/seller<\/strong>, trying to detect all the different moments and, if possible, to anticipate requirements, difficulties and <a href=\"https:\/\/diariodiunconsulente.it\/en\/2017\/01\/16\/nightmare-salespeople\/\"><strong>mistakes<\/strong><\/a>.<br \/>\n<\/span><\/p>\n<p><span style=\"font-size: 18px;\"><span class=\"text-highlight\">Try to step into our shoes<\/span>: <\/span><\/p>\n<ul class=\"check-list\">\n<li><span style=\"font-size: 18px;\"><em>What happens when salespeople meet customers?<br \/>\n<\/em><\/span><\/li>\n<li><span style=\"font-size: 18px;\"><em>What are they going to talk about?<br \/>\n<\/em><\/span><\/li>\n<li><span style=\"font-size: 18px;\"><em>What might they need to be more convincing?<br \/>\n<\/em><\/span><\/li>\n<li><span style=\"font-size: 18px;\"><em>And what might be useful for the customers to understand and feel convinced?<\/em> <\/span><\/li>\n<\/ul>\n<p><span style=\"font-size: 18px;\">In other words, a whole list of <strong>questions<\/strong> that needed answers. Like good \u201c<strong>marketers<\/strong>\u201d we had little or no sales experience in the field. We only had two possibilities: either imagining all the different situations from scratch. or\u2026 packing our own <strong>suitcases<\/strong> and accompanying some salespeople and closely observe their work.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14975 size-full\" title=\"Documents and marketing tools\" src=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/la-valigia-del-venditore.jpg\" alt=\"Documents and marketing tools\" width=\"1920\" height=\"1080\" srcset=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/la-valigia-del-venditore.jpg 1920w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/la-valigia-del-venditore-300x169.jpg 300w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/la-valigia-del-venditore-1024x576.jpg 1024w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/la-valigia-del-venditore-768x432.jpg 768w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/la-valigia-del-venditore-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 13px;\">Photo Rawpixel on UnSplash<\/span><\/p>\n<h2><span style=\"font-size: 32px;\">The Diary of our Journey in Sales<\/span><\/h2>\n<p><span style=\"font-size: 18px;\">Travelling with the sales team is one of the most educational experiences I have ever had and I highly recommend it to all those marketing agents who are filled with notions but distant from real business life, like I was at the time. Between <strong>strategy<\/strong> and practice there is normally a substantial gap, which is filled by the common sense, the instinct and the <strong>abilities<\/strong> of the individuals; however, without diminishing personal creativity, this gap can be managed and optimized through <strong>appropriate strategies and tools.<\/strong><\/span><\/p>\n<hr \/>\n<blockquote><p><span style=\"font-size: 18px;\"><em><span style=\"font-size: 21px;\">The best sales agents broke up their visits in different moments, which represented the different <a href=\"https:\/\/diariodiunconsulente.it\/en\/2015\/09\/14\/circle-of-trust\/\"><strong>phases of the business relationship<\/strong><\/a>, each one with its particular objectives, specific challenges and special tools to overcome them.<\/span><\/em><br \/>\n<\/span><\/p><\/blockquote>\n<hr \/>\n<p><span style=\"font-size: 18px;\"><span class=\"text-highlight\">Here is a quick overview of each phase<\/span>:<\/span><\/p>\n<ul class=\"check-list\">\n<li><span style=\"font-size: 18px;\"><span class=\"text-highlight\"><strong><em>Pre-contact <\/em><\/strong><\/span>\u2013 In this phase we have to decide <strong>who<\/strong> we are going to visit and <strong>prepare for the meeting<\/strong>. The information and the tools provided by the company can help us both to organise the <strong>meetings<\/strong> and also to <strong>collect and analyse the data<\/strong>. Therefore we will need a list of <strong>potential clients<\/strong>, <strong>budgets<\/strong>, <a href=\"https:\/\/diariodiunconsulente.it\/en\/2018\/04\/09\/profiling-understand-value\/\"><strong>profiling studies<\/strong><\/a>, <strong>market data<\/strong>, <strong>agenda<\/strong> and <strong>planning <\/strong>tools.<strong><br \/>\n<\/strong><\/span><\/li>\n<li><span style=\"font-size: 18px;\"><span class=\"text-highlight\"><strong><em>Initial visit to client <\/em><\/strong><\/span>\u2013 The first interactions with the clients are diplomatic activities more than actual sales activities. We need to get to know them and make ourselves known, but most importantly we need to <a href=\"https:\/\/diariodiunconsulente.it\/en\/2021\/05\/24\/breaking-the-ice-tips-for-your-first-meetings-with-clients\/\"><strong>break the ice<\/strong><\/a> and understand their requirements and postpone the real negotiation. In this phase we can use informational material, <strong>catalogues<\/strong>, <strong>gadgets<\/strong> or <strong>demo<\/strong> products we can leave to the clients so that they can examine them in detail. Also a form to write the business <strong>report<\/strong> following the visit.<\/span><\/li>\n<li><span style=\"font-size: 18px;\"><span class=\"text-highlight\"><strong><em>Following visits<\/em><\/strong><\/span> \u2013 During the continuation of negotiations we will have to <strong>present our offer<\/strong> and its <strong>price<\/strong>, maybe overcome some <strong>objections<\/strong> and clarify the details of our proposal. We might provide datasheets, comparisons with the <a href=\"https:\/\/diariodiunconsulente.it\/en\/2020\/12\/07\/manage-the-competitors\/\"><strong>competition<\/strong><\/a>, <a href=\"https:\/\/diariodiunconsulente.it\/en\/best-of-price\/\"><strong>price lists <\/strong><\/a>and terms of sale, list of <strong>promotions<\/strong>, updated <strong>warehouse <\/strong>situation, delivery times. <\/span><\/li>\n<li><span style=\"font-size: 18px;\"><span class=\"text-highlight\"><strong><em>Client visit to the company <\/em><\/strong><\/span>\u2013 In the most complex negotiations the clients might visit the company and engage with technicians and colleagues who normally work \u201cbehind the scenes\u201d. In this case we should take the opportunity to help them learn more about the structure and find their way around. We will need <strong>personal details<\/strong> of internal contacts, <strong>company<\/strong> <strong>presentation<\/strong>, <strong>case studies<\/strong>, <strong>organizational charts<\/strong>.<\/span><\/li>\n<li><span style=\"font-size: 18px;\"><span class=\"text-highlight\"><strong><em>Conclusion of the contract <\/em><\/strong><\/span>\u2013 The signing of the supply contract is the most bureaucratic phase of the sales process. For this reason we should keep on hand all <strong>legal information<\/strong> about <strong>approvals<\/strong> and supply conditions, <strong>user manuals<\/strong>, <strong>guarantee <\/strong> Also a format to draw up <strong>effective estimates<\/strong> and forms to take the <strong>orders<\/strong>.<\/span><\/li>\n<li><span style=\"font-size: 18px;\"><span class=\"text-highlight\"><strong><em>Follow up <\/em><\/strong><\/span>\u2013 If everything goes right, all we need to do is arrange the next steps of the customer experience, facilitating the <strong>handover<\/strong> to the colleagues who will take charge of the new client. Therefore we can provide <strong>internal contacts\u2019 <\/strong>details, a list of <strong>service centres<\/strong> and any other information which might be useful in the <strong>after-sales <\/strong>phase.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14979 size-full\" title=\"visit to client\" src=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/incontro-con-il-cliente.jpg\" alt=\"visit to client\" width=\"1920\" height=\"1080\" srcset=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/incontro-con-il-cliente.jpg 1920w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/incontro-con-il-cliente-300x169.jpg 300w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/incontro-con-il-cliente-1024x576.jpg 1024w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/incontro-con-il-cliente-768x432.jpg 768w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2012\/06\/incontro-con-il-cliente-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 13px;\">Photo Adobe Stock<\/span><\/p>\n<h2><span style=\"font-size: 32px;\">Marketing in support of Sales<\/span><\/h2>\n<p><span style=\"font-size: 18px;\">Since I carried out that research, the creation of the \u201c<strong>Sales Book<\/strong>\u201d or \u2013 if you prefer \u2013 the study of the set of tools to include in the <strong>seller\u2019s suitcase<\/strong>, has always been a<strong> fundamental activity <\/strong>for me.<\/span><\/p>\n<hr \/>\n<blockquote><p><span style=\"font-size: 21px;\"><em>A good sales book\u00a0<strong>should be presented both in paper <\/strong>(sales agents are an old fashioned category)<strong> and digital format<\/strong>\u00a0(perhaps in a private area of your company website).\u00a0<\/em><\/span><\/p><\/blockquote>\n<hr \/>\n<p><span style=\"font-size: 18px;\"><span class=\"text-highlight\">The documents included should always be updated<\/span>, and the \u201ctravelling\u201d staff should always carry the latest version\u00a0(and in case of\u00a0 updates available online, enable notifications for new releases).<\/span><\/p>\n<h3>\u2013 \u2013 \u2013<br \/>\n<em>Therefore if you still haven\u2019t done it, I advise you to check what your sales agents usually carry in their <strong>suitcases<\/strong> and when and how they use these tools. On the one hand you will be able to suggest some adjustments <strong>to make their work more effective<\/strong>; on the other hand you will learn a lot about the different <strong>sales stages<\/strong> and, by observing their behaviour and that of their clients, you will manage to create materials that will suit their work best and that will really promote the <strong>customer journey<\/strong>.<\/em><strong><br \/>\n<\/strong>\u2013 \u2013 \u2013<\/h3>\n<p><span style=\"font-size: 18px;\">Looking back at those moments, I realize that the <span class=\"text-highlight\"><strong>Diario di un Consulente<\/strong> blog was born to be a long and open <strong>Sales Book<\/strong>, available for everyone who needs tools and advice to better manage their clients<\/span>. That \u201cminor job\u201d also inspired the stages of the <a href=\"https:\/\/diariodiunconsulente.it\/en\/sales-ethics\/\"><strong>Sales Ethics<\/strong><\/a> method which, many years later, I codified with <a href=\"https:\/\/diariodiunconsulente.it\/en\/about-us\/\"><strong>Alice Alessandri<\/strong><\/a>. Above all, thanks to that experience I discovered my passion for business activities which, shortly after, led me to try the<strong> job of seller <\/strong>giving me the opportunity to go on a wonderful trip I have never come back from.<\/span><\/p>\n<pre>| partem claram semper aspice |<\/pre>\n","protected":false},"excerpt":{"rendered":"<p>Let&#8217;s find out together what would be really useful to make the \u201cvalue of the offer\u201d reach the client in the clearest and most convincing way.<\/p>\n","protected":false},"author":295,"featured_media":10199,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[],"tags":[394],"class_list":["post-14982","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-best-of-en","entry","has-media"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Seller\u2019s Suitcase &bull; 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Nel 2011 ho fondato insieme a mia moglie Alice lo studio di consulenza e formazione Passodue il che mi ha permesso di poter mettere a disposizione dei clienti un bagaglio di esperienze e conoscenze molto vario, che spazia dall\\u2019economia, al marketing, alla gestione di reti commerciali.\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2020\/12\/pexels-photo-171053.jpg","_links":{"self":[{"href":"https:\/\/diariodiunconsulente.it\/en\/wp-json\/wp\/v2\/posts\/14982","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diariodiunconsulente.it\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diariodiunconsulente.it\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diariodiunconsulente.it\/en\/wp-json\/wp\/v2\/users\/295"}],"replies":[{"embeddable":true,"href":"https:\/\/diariodiunconsulente.it\/en\/wp-json\/wp\/v2\/comments?post=14982"}],"version-history":[{"count":0,"href":"https:\/\/diariodiunconsulente.it\/en\/wp-json\/wp\/v2\/posts\/14982\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/diariodiunconsulente.it\/en\/wp-json\/wp\/v2\/media\/10199"}],"wp:attachment":[{"href":"https:\/\/diariodiunconsulente.it\/en\/wp-json\/wp\/v2\/media?parent=14982"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diariodiunconsulente.it\/en\/wp-json\/wp\/v2\/categories?post=14982"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diariodiunconsulente.it\/en\/wp-json\/wp\/v2\/tags?post=14982"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}