Saturday Morning Sales

Well, here we are at the conclusion of another year. I am writing this final post of 2018 sitting on my balcony overlooking the ocean in Florida. I don’t share this to make anyone jealous but as a reminder that it’s important to recharge the batteries every once in a while.

2018 has been another interesting year for me both personally and professionally. On the personal side I’ll keep it simple – my kids are getting older. We began looking at colleges for my son this year. Yep, I’m feeling a little old. It has been a good year and one that I feel lucky and blessed. Me, my wife, and my children have made another trip around the sun in healthy fashion. We’ve enjoyed quality time together as well as with friends and family. We did some traveling at the best times, when we all needed to recharge our batteries, and stayed close to home when the Cleveland weather couldn’t have been better.

2018 from a business standpoint was a bit of a roller coaster ride. I made a bad hire about a year ago which I didn’t fully realize until late spring of this year. By then there was some sales damage that, even though I worked hard to overcome, I did not fully clean up until December. The year finished strong which I am excited about because 2019 will start strong. At my fulltime gig we gained two dozen new clients. In my freelance work I had the opportunity to counsel several fantastic organizations and individuals.

Onward and upward as the old saying goes. As my batteries are being recharged so is my spirit. As an old dog I’m not afraid to learn a few new tricks. I plan to take my experiences gained throughout 2018 and apply the lessons learned, the new tricks so to speak, and become a better version of myself in 2019. I am excited to be surrounded by a solid team. I am even more excited for some of the changes yet to come. Growth can be stressful, but growth is also exciting. Growth does not come without risk, but hell I’ve never been afraid of risk. So, onward and upward. May your 2019 be like my 2019 – a year filled marked by the love of family & friends and by growth & success. Cheers and Happy New Year.

Two weeks ago I answered my final Q&A which dealt with the termination of a sales rep a few weeks before Christmas. I received several emails in response which varied from total agreement to being called callous for not being considerate of the holiday timeframe. I was challenged to consider the sales rep at Christmastime and asked why I wouldn’t consider waiting until January.

Let me pose this question in reply: Is January a better time to terminate a failing sales rep? What if I were to tell you that she had a January birthday and would also be celebrating her 5 year wedding anniversary? Should we then wait until February?

Simply put there is no good time to terminate any employee for any reason. Termination is termination. It is not fun, not easy, and emotional, even though it should not be. Termination is firing. Firing sucks whether you are the firing manager or the employee being fired. I am not callous nor do I lack emotion. In fact, I am empathetic to the young lady being terminated right before Christmas. Considering the worst of the situation, losing your job right before Christmas can be considered downright cold. It may cause the person being fired to have an absolutely miserable holiday season. They may have left the company crying uncontrollably. Or, maybe they have a sense of relief and will go through the holidays with a weight off of their shoulders.

In answering the question two weeks ago I did point out that we never know what someone else may be going through in their personal life. But, personal is personal and business is business. Regardless of what time of the year we’re in, business decisions must be made, and such decisions must be made with the best of intentions for the company. Keeping an underperforming sales rep around for another month or two simply delays the inevitable. It costs the company more money in terms of salary, benefits, and taxes. The relationship between the sales manager and the sales rep will continue to be strained putting stress on both people and possibly others within the sales organization. Needless to say, keeping the sales rep around does nothing for either the company or rep.

Because we don’t know what someone may be going through and time of the year should not be a factor, let’s take a different view for the sake of this light debate. The underperforming sales rep has been miserable for some time. She recognizes and acknowledges that she is underperforming, and while continuing to try to sell, she is not successful. Unfortunately, while she is not happy, she also has not found a new opportunity yet, but she has been interviewing. She’s not really been looking forward to Christmas because of the stress of work. Each and every day she wants to leave and is hoping a new opportunity comes through soon. Then she is terminated. With HR being involved she is provided a three-month severance package and is immediately shown the door. The weight of her poor sales performance has been immediately lifted. She has time to relax and refresh during the holidays which also gives her additional time to spend with family and friends. And, with the severance package in place, she can now concentrate on the interview process with other companies after the holidays are over. What if? I understand this is a hypothetical, but it may be the real case. Regardless of her story, I stick by my previous post and answer. The company must do what is best for the company, the sales manager, the rest of the sales team, and in the moment not based on the time of year or date on the calendar.

Over the past several months I’ve used my blog posts to answer reader questions. I hope these posts have provided you with some insight into sales, sales management, competition, and other sales related topics. I have enjoyed all of the emails and found myself answering as many questions direct in reply as I did through these posts.

Please don’t hesitate to contact me with your questions. I am always seeking topics to write about and would be happy to answer in the form of a post or a direct reply. Next week I will be getting back to regular posts based on requests and ideas you’ve shared. Stay tuned…and until then…Keep On Selling.

For the past few years, since I began using this weekly blog to share stories about sales and sales management, I have been receiving numerous questions from readers including my own clients. Over the next several months I am going to use my weekly ramblings to post one reader question with my answer. Please note – my answers are based on my personal and professional experiences and in no way reflect my company or specific clients.

Q: It has become crystal clear that I need to terminate a sales person before the end of the month. The mandate to terminate has come from my vp of sales and our vp of human resources. Christmas is only a few short weeks away, and while I am in full agreement that she must be let go, I feel terrible about the timing. She’s not a bad person, just not a good sales rep. She has been on two separate performance improvement plans this year with little-to-no progress made. My company does not want her to be on the sales team at the start of the new year. How would you handle this situation?

A: This is a tough one from a personal standpoint and very straight forward from the business side. Unfortunately, the business is the most important side to take with this person. While I am sympathetic to the timing, with Christmas in a couple of weeks, your sales rep has been clearly underperforming for way too long. I’m sure there are reasons she was not terminated sooner, which can be debated at another time, but nonetheless you are now faced with the termination conversation.

I would treat the conversation as if it were any other time of the year and try to ignore the fact that Christmas is days away. Facts are facts and the sales rep must go. HR should be involved in the conversation, making sure that any termination information is properly relayed, and the conversation should be handled no differently than if it were in September. She must be informed that her poor sales performance has resulted in her termination effective immediately (or whatever date HR has set). Explain the multiple second chances that were given but results were not achieved. End it there…period.

It would be my hope that she will accept her termination given the multiple warnings and second chances. But, remember that we never know what someone else is going through in their lives, especially during the holidays which can be more emotional for some. If emotion does creep into the conversation or if she brings up Christmas, New Year’s, or the holiday season in general, be careful not to be baited into showing sympathy which can result in other termination related issues. Simply remind her that regardless of the calendar, her performance (or lack of) is the issue and nothing else. Her position has ended and the calendar has nothing to do with it. Do not discuss the holidays or any other personal matter she may throw into the mix.

I do feel for your situation and I understand that my advice lacks all emotion. It must lack emotion from you, the sales manager, because this is a business issue and not personal. One final piece of advice from my own HR consultant. Under no circumstances do you contact this sales rep after the termination. Again, the holidays tend to be an emotional time for many, even for you firing someone right before Christmas. You must remain stoic and not emotional. The now former sales rep needs to grasp the concept that sales is based on performance and not emotion. 

For the past few years, since I began using this weekly blog to share stories about sales and sales management, I have been receiving numerous questions from readers including my own clients. Over the next several months I am going to use my weekly ramblings to post one reader question with my answer. Please note – my answers are based on my personal and professional experiences and in no way reflect my company or specific clients.

Q: I have a new sales manager. She was hired into the company about three months ago and I like her very much. She does not micromanage the sales team. Instead she manages more as a mentor and less as a bean counter. She’s great at giving guidance and advice based on her experience which is a lot better than our previous manager. Now, as the year is coming to a close, she wants us to write our own business plan for the upcoming sales year including goals and quotas. Our previous manager never had us work on a business plan. He always told us what our monthly, quarterly and annual sales quota would be without any input from us. I’m at a bit of a loss on where to begin or even how to put this plan together. Please help.

A: First of all, congratulations on getting a new sales manager, someone that seems to be a very welcome change. She sounds great and someone I could get along with easily. If she is a true mentor as you’ve described, I would immediately share your concerns with her. She will understand and welcome the opportunity to guide you through the planning process. She may want you to have certain ideas or goals in your plan. Ask her what she would like to see, what her expectations are, and even what format the plan should be in. Have a few ideas in mind as well when you approach her. You should know where you will likely finish the year based on the quotas that were already set for you. Will you increase sales in 2019? By how much? Will you add new accounts? How many? These are basic ideas to start your planning. Share this information with your new manager. Gauge her reaction on your current numbers and how you feel you can increase in the coming year. Also, how do you want to grow personally and professionally? Do you want to learn a new skill or become a sales manager in the future? Share this with her and ask for guidance on how you can incorporate your own goals into the business plan. Engaging your new sales manager now will help you deliver a plan that is more in line with what she wants and needs. Keep one thing in mind, your sales manager must also prepare and present a plan to her superiors, so working collaboratively with her on your own plan will help her with her plan. You may well win additional favor with her by taking these proactive steps.