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Summary: Let’s get real; salespeople really don’t like making customer calls with their sales manager. It doesn’t really have to be that way if both parties follow some guidelines.

Do you hate making customer calls with your sales manager? If you’re a sales manager, do you dread making account calls with your sales team members?

When I was selling I did what most other salespeople do when their sales manager works with them. I would set up my day so that I only called on my best customers and those prospects that were on the precipice of closing. I always had high volume sales days when I worked with my sales manager as a result.

This kind of not-so-productive strategy goes on everyday around the globe with salespeople and their managers. But it makes no sense. I’m going to suggest the following guidelines to sales managers and salespeople when working together:

Sales Managers

1. Focus on one or two things when working with a salesperson. You can’t effectively help them with 18 things at once.

2. Put your money where your mouth is. Actually demonstrate to the salesperson how to prospect, how to demonstrate products and how to handle customer service problems by taking the lead on those types of calls.

3. Tell the salesperson you’re working with that you specifically do not want to go to their best accounts. Let the salesperson know that you want to help them with their problem customers.

4. Let the salesperson know that you want them to be themselves, use their own personality and not try to mirror you.

5. Be open to learning some new things from the salesperson.

Salespeople

1. When you work with your sales manager be sure to be on time and be prepared. Don’t get in the car with your sales manager and say, “So, what do you want to do today?”

2. Don’t take your sales manager to your best customers. Take him or her to your problem customers. When they were a salesperson they had plenty of problem customers too and they understand.

3. When your sales manager makes a suggestion to you, be sure to immediately implement their idea. This shows the sales manager that you are listening and it also gives them a chance to provide you with feedback.

4. Be yourself. You will not do well if you are trying to be a clone of your sales manager. Your sales manager has his or her style and you have yours. Listen to and incorporate what they are teaching you, but do it with your own personality.

Both sales manager and salesperson can benefit by calling on customers together. If you are a salesperson, quit trying to set up the perfect day; let your sales manager help you with your problem customers. If you are a sales manager, see your role as a doctor. As a sales manager you are not there to observe healthy customers; you are there to help the salesperson with their sick ones.

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Tags: manager

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