{"id":23003,"date":"2024-11-18T15:00:05","date_gmt":"2024-11-18T14:00:05","guid":{"rendered":"https:\/\/diariodiunconsulente.it\/?p=23003"},"modified":"2024-11-19T09:51:54","modified_gmt":"2024-11-19T08:51:54","slug":"how-to-design-your-field-sales","status":"publish","type":"post","link":"https:\/\/diariodiunconsulente.it\/en\/2024\/11\/18\/how-to-design-your-field-sales\/","title":{"rendered":"How to design your field sales."},"content":{"rendered":"<p class=\"p2\">by <a href=\"https:\/\/diariodiunconsulente.it\/en\/about-us\/\">Alberto Aleo<\/a><\/p>\n<p class=\"p4\"><span style=\"font-size: 18px;\">A good salesperson should be out in the field, visiting clients, knocking on new doors-in short, pounding the pavement. But who should they call upon, and how often? How can they avoid wasting time or making fruitless visits? <span class=\"text-highlight\">Here are some useful tips for planning an effective <strong>field sales tour<\/strong><\/span>\u00a0that will help you optimize your schedule and achieve results.<\/span><\/p>\n<h2 class=\"p5\"><span style=\"font-size: 32px;\"><sub>Challenges that help you grow.<\/sub><\/span><\/h2>\n<p class=\"p4\"><span style=\"font-size: 18px;\">It\u2019s not always easy to find the motivation to get in your car and visit clients, especially if they\u2019re new and you already know you\u2019ll have to work hard to get them to listen. Leaving the office also means you\u2019ll write fewer quotes and fall behind. All in all, if you think about it, there are millions of reasons to never leave your desk. Except, of course, when it comes to spending a few pleasant hours with that loyal client, who is more of a friend by now, perhaps over lunch. And then, as you\u2019re already driving around, you might as well pay a visit to that annoying client who\u2019s called three times and wants to see you\u2026<\/span><\/p>\n<p class=\"p4\"><span style=\"font-size: 18px;\">This may sound like a made-up story, but we can assure you it faithfully describes the mindset of those who are about to plan their <strong>sales calls<\/strong>. However, if you want your visits to be effective, you have to set aside your prejudices and ingrained habits and remember that <span class=\"text-highlight\">only by climbing a steep hill can you achieve peak results<\/span>.<\/span><\/p>\n<hr \/>\n<blockquote>\n<p class=\"p6\"><span style=\"font-size: 21px;\"><i>You\u2019ll need to leave your desk if you want to draft more <strong>quotes<\/strong>, and this activity is more important than simply filling them out or any other reason to be idle!<\/i><\/span><\/p>\n<\/blockquote>\n<hr \/>\n<p class=\"p4\"><span style=\"font-size: 18px;\">The relationship between the number of visits and that of <strong>closed deals<\/strong> is actually proportional: believe it! <\/span><\/p>\n<p class=\"p4\"><span style=\"font-size: 18px;\">We salespeople are creatures of habit, and when we\u2019re carrying out <strong>field sales<\/strong>, we tend to always go to the same clients, avoiding those who make us work harder, perhaps labelling them as \u201cthose who\u2019ll never buy anyway.\u201d Are we really sure that\u2019s the case? It\u2019s worth trying to course-correct before someone else does it for us. Remember, <span class=\"text-highlight\">some visits may be challenging but are necessary<\/span>, while maintaining public relations with loyal clients doesn\u2019t require frequent visits. We\u2019re the ones who should decide where to go and not simply respond to external stimuli. In the next section, we\u2019ll look at how we can design our <strong>field sales<\/strong> more strategically.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18174 size-full\" title=\"Progettare visite clienti\" src=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Scrivania-progettare-visite-clienti.jpg\" alt=\"Progettare visite clienti\" width=\"1920\" height=\"1080\" srcset=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Scrivania-progettare-visite-clienti.jpg 1920w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Scrivania-progettare-visite-clienti-300x169.jpg 300w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Scrivania-progettare-visite-clienti-1024x576.jpg 1024w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Scrivania-progettare-visite-clienti-768x432.jpg 768w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Scrivania-progettare-visite-clienti-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 13px;\">Photo Kevin Bhagat on Unsplash<\/span><\/p>\n<h2 class=\"p7\"><span style=\"font-size: 32px;\">Not all clients are equal.<\/span><\/h2>\n<p class=\"p4\"><span style=\"font-size: 18px;\">Sometimes, the motto \u201cwe believe all clients are equal\u201d can hide <strong>strategic mistakes<\/strong> or even serious business unfairness. <span class=\"text-highlight\">Equality in business relationships should be replaced by equity<\/span>, i.e., an approach that considers our <strong>clients\u2019 different needs<\/strong>. In a previous article, we mentioned client <a href=\"https:\/\/diariodiunconsulente.it\/en\/2023\/01\/30\/an-enquiry-on-customer-value\/\"><strong>profiling<\/strong><\/a> and suggested a method for grouping them into <strong>four different categories<\/strong> based on their revenue and growth potential. These categories have different needs, so it would be pointless to treat them all the same way. Let\u2019s take a closer look and find out how often each client should be called upon.<\/span><\/p>\n<ul class=\"ul1\">\n<li class=\"li8\"><span style=\"font-size: 18px;\"><span class=\"s2 text-highlight\"><b>Potential clients<\/b><\/span><span class=\"s3\"><span class=\"text-highlight\"> \u2013 those with low revenue but high growth potential<\/span>. You should invest at least a third of our time on them. Research shows that activating a new client or getting them to switch providers requires 3 to 6 visits. So, let\u2019s be patient, make room in our schedule, and avoid giving up too soon while also trying to not insist too much if the time isn\u2019t ripe yet.<\/span><\/span><\/li>\n<li class=\"li8\"><span style=\"font-size: 18px;\"><span class=\"s2 text-highlight\"><b>Occasional clients<\/b><\/span><span class=\"s3\"><span class=\"text-highlight\"> \u2013 those with low revenue and low potential<\/span>. They rarely buy and tend to contact multiple suppliers for the same deal to get the best offer. This often leads to time-consuming negotiations on price. The best way to handle them is to provide them with a standard retail price and only visit them when you understand that this time, they\u2019re genuinely interested in closing the deal.<\/span><\/span><\/li>\n<li class=\"li8\"><span style=\"font-size: 18px;\"><span class=\"s2 text-highlight\"><b>Paretian clients<\/b><\/span><span class=\"s3\"><span class=\"text-highlight\"> (in honour of <a href=\"https:\/\/diariodiunconsulente.it\/en\/2024\/05\/20\/why-the-pareto-principle-is-so-important-in-marketing\/\">Pareto<\/a>) \u2013 they are the stars of our portfolio<\/span> because they continue to grow even if they already have high revenue. With them, you need to be proactive and schedule regular visits in advance. They\u2019re typically dynamic and demanding, so being there at the right time means you won\u2019t miss opportunities. However, don\u2019t get too involved or you might neglect working on your potential clients.<\/span><\/span><\/li>\n<li class=\"li8\"><span style=\"font-size: 18px;\"><span class=\"s2 text-highlight\"><b>Historic clients<\/b><\/span><span class=\"s3\"><span class=\"text-highlight\"> \u2013 those who have already reached their maximum revenue<\/span>. These are the enjoyable visits because they\u2019re loyal clients who have become friends and it\u2019s nice to keep in touch with them. But is it really necessary to visit them so often? Dedicating 15-20% of our time is more than enough for these clients.<\/span><\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-23007 aligncenter\" src=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2024\/11\/giro-visite-slide.002.jpeg\" alt=\"\" width=\"1024\" height=\"768\" srcset=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2024\/11\/giro-visite-slide.002.jpeg 1024w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2024\/11\/giro-visite-slide.002-300x225.jpeg 300w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2024\/11\/giro-visite-slide.002-768x576.jpeg 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2 class=\"p7\"><span style=\"font-size: 32px;\">The \u201cdaisy-shaped\u201d field sales.<\/span><\/h2>\n<p class=\"p4\"><span style=\"font-size: 18px;\">In practice, how should we design our <strong>field sales<\/strong>? When I was a salesperson for a well-known motorcycle company, I was taught the daisy metaphor. Have ever you noticed the shape of its petals? They\u2019re elliptical, with one narrow end attached to the pistil, a wider middle section, and a narrower outer point.<\/span><\/p>\n<p class=\"p4\"><span style=\"font-size: 18px;\">With a bit of imagination, this shape <span class=\"text-highlight\">suggests the idea of a tour that starts from the base (the pistil) and takes us to an outer point before coming back. <\/span>Along the way, there will be various stops representing client visits. To design our petal, there are a few things to bear in mind which we\u2019ll discuss shortly, but first, let\u2019s make an important observation.<\/span><\/p>\n<p class=\"p4\"><span style=\"font-size: 18px;\">As mentioned before, we salespeople enjoy visiting <i>Historic<\/i> clients, the ones we know best and who make our rounds fun. These visits can help us gain momentum to complete a broader tour, which, along the way, will lead us to more challenging clients such as <em>Paretian<\/em> or <em>Potential<\/em>. On the other hand, if we really think we need to visit <em>Occasional clients<\/em>, they should be placed very close to the starting point of our rounds to save time and costs.<\/span><\/p>\n<p><em><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18184 size-full\" title=\"visite clienti margherita\" src=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Margherita-visite-clienti-alberto-aleo-passodue-cesena.jpg\" alt=\"visite clienti margherita\" width=\"1920\" height=\"1283\" srcset=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Margherita-visite-clienti-alberto-aleo-passodue-cesena.jpg 1920w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Margherita-visite-clienti-alberto-aleo-passodue-cesena-300x200.jpg 300w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Margherita-visite-clienti-alberto-aleo-passodue-cesena-1024x684.jpg 1024w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Margherita-visite-clienti-alberto-aleo-passodue-cesena-768x513.jpg 768w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2022\/10\/Margherita-visite-clienti-alberto-aleo-passodue-cesena-1536x1026.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/em><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 13px;\">Photo by <a href=\"https:\/\/unsplash.com\/@aarngiri?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText\">AARN GIRI<\/a> on <a href=\"https:\/\/unsplash.com\/s\/photos\/daisy?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText\">Unsplash<\/a><\/span><\/p>\n<p class=\"p4\"><span style=\"font-size: 18px;\">Let\u2019s try to design our <strong>tour<\/strong> by trying to fit in five client meetings in a regular workday (to dedicate the right amount of time to each, we should never exceed this number). Start by planning a trip to our historic client, who will represent the highlight of the day and will be symbolically positioned at the farthest point of our petal\/<strong>tour<\/strong>. Along the way there, include at least one <em>Paretian<\/em> client, a couple of <em>Potentials<\/em> on the way back, and &#8211; only if there\u2019s time &#8211; stop by that <em>Occasional<\/em> who\u2019s been bombarding you with requests.<\/span><\/p>\n<p class=\"p4\"><span style=\"font-size: 18px;\">This pattern can be temporarily modified for <strong>urgent issues<\/strong>, <strong>quotes<\/strong> to follow up on, or other contingencies. This design helps us stay motivated while maintaining our presence in the area. If we manage to make more than five visits a day, we should add Paretian and Potential clients, the ones who need us most. One final piece of advice: <span class=\"text-highlight\">avoid visiting clients on Monday mornings and Friday afternoons<\/span>, as they aren\u2019t good times for sales, and you\u2019ll probably be rejected.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-23005 aligncenter\" src=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2024\/11\/giro-visite-slide.001.jpeg\" alt=\"\" width=\"1024\" height=\"768\" srcset=\"https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2024\/11\/giro-visite-slide.001.jpeg 1024w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2024\/11\/giro-visite-slide.001-300x225.jpeg 300w, https:\/\/diariodiunconsulente.it\/wp-content\/uploads\/2024\/11\/giro-visite-slide.001-768x576.jpeg 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p class=\"p4\"><span style=\"font-size: 18px;\"><strong>Field sales<\/strong> are often a soft spot for many, and everyone has their own ideas and prejudices. Moreover, many markets seem to be populated by clients who apparently dislike frequent visits or the pressure from salespeople. <span class=\"text-highlight\">Nevertheless, sales are all about <strong>relationships<\/strong> and are fuelled by the people we meet<\/span>.<\/span><\/p>\n<hr \/>\n<blockquote>\n<p class=\"p4\"><span style=\"font-size: 21px;\"><i>Salespeople are essential to effectively present the value of their offer to clients, preferably at their premises. That way, they help them avoid making mistakes and can match their needs with the most suitable products or services.<\/i><\/span><\/p>\n<\/blockquote>\n<hr \/>\n<p class=\"p10\"><span style=\"font-size: 18px;\">We invite you to use our tips to improve your <strong>field sales<\/strong>. Try to quantify the results with a <strong>report<\/strong> that cross-references the number of visits made with the number of quotes converted into orders. You\u2019ll see that in no time, clients will learn to appreciate and value your commitment to being present and <strong>proactive<\/strong>.<\/span><\/p>\n<pre>| partem claram semper aspice |<\/pre>\n","protected":false},"excerpt":{"rendered":"<p>A good salesperson should be out in the field, visiting clients, knocking on new doors-in short, pounding the pavement. But who should they call upon, and how often? How can they avoid wasting time or making fruitless visits? Here are some useful tips for planning an effective field sales tour that will help you optimize your schedule and achieve results.<\/p>\n","protected":false},"author":6,"featured_media":18171,"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":[97],"tags":[244,268,234,287],"class_list":["post-23003","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-commercial-management","tag-customers","tag-organization","tag-relationship","tag-time-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>How to design your field sales. &bull; 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