CRM: Some Legal Thoughts

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In the article on the MANAchat covering manufacturers requiring their independent reps to submit data and other sales call information to their CRM platforms, several reps observed that there could very well be some legal considerations affecting the rep’s independent status. In order to get some clarification on that matter, Agency Sales magazine contacted two attorneys that regularly consult with reps.

Gerald M. Newman is a veteran rep attorney and a partner in the law firm of Schoenberg Finkel Newman & Rosenberg, LLC. According to Newman, “While there are a number of factors the IRS considers when determining whether a … Read the rest

Finding the Right Rep

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Whenever a manufacturer is faced with the prospect of initiating the search for the right rep to work with, there are any number of factors that must be considered. Top of the list, however, is the importance of establishing a level of trust from the very beginning. That’s the advice offered by Peter Zafiro in a MANAcast conducted earlier this year.

“First and foremost, reps are the key to your business success,” maintains Zafiro, general manager of LinMot USA, Inc., a Wisconsin-based manufacturer of industrial linear motors. “Remember that reps are a part of your organization. Every manufacturer wants to … Read the rest

Routine vs. Results

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“Coaches focus on the routines, while observers focus on the results.”

I recently delivered a keynote presentation for a client whose 2020 year was a record setting best, and 2021 was heading toward being even bigger. I asked the leader what he was looking for in my keynote and he said, “Nathan, I am concerned because the demand is so high for our product and my sales guys are making more sales than ever by just answering the calls, that they will get out of the practice of prospecting and doing the important activities of growing their business.”

He continued, … Read the rest

Double Your Sales With One Simple Idea

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I recently came across an old sales book, Secrets of Closing Sales, by Charles B. Roth.

In the book he wrote about a group of salespeople in Detroit who tried a new idea and increased their sales by 100 percent. He then described another group in New York City who used the same idea and increased sales by 150 percent. Finally, he cited several examples of individual salespeople who used the idea and increased their sales by as much as 400 percent.

Once again, what’s the number-one key to business building and more sales? Right, activity. Making lots of … Read the rest

Teachable and Non‑Teachable Skills Great Salespeople Must Possess

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Some of the skills that power high-performing salespeople are innate — they either have them or they don’t. Others must be learned. Here are several of the most important to look for in prospects and coach for in your existing sales team.

Are great salespeople born? Or are they made? It’s a question that confounds many sales managers desperate to hire and hone a winning team. The answer is both — and if you want to survive in the fiercely competitive post-Covid economy, you need to know how to identify and coach for the traits that equip salespeople to acquire … Read the rest

How to Motivate and Coach Employees for Success

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I talk to lots of people each day, and what I hear about is a lack of love, support, motivation and recognition from their direct manager or supervisor.

Too many people in management positions think the only reason someone works is for money. Many managers believe that the paycheck is why people work and there is no reason to tell anyone thanks for doing a great job. We nitpick things they are doing wrong and fail to recognize and celebrate what they are doing right.

These people I am talking to are ready to leave, want to leave or are … Read the rest

Beliefs That Hinder Salespeople — I Must Believe in a Product in Order to Sell It

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As a sales trainer, I often confront a difficult obstacle that stands in the way of developing more effective salespeople.

Too often salespeople are hindered by limiting beliefs that prevent them from implementing the best practices, principles and processes that can multiply their results. They remain bound by internal barriers of their own conception.

Here’s an example. A customer service representative wants to move to outside sales. He was good at his job of reacting to whomever was on the other end of the phone line and responding effectively to the requests of all the customers. As a result, he … Read the rest

MANA Recognizes Members’ Milestone Anniversary Dates

Each year MANA recognizes members who are celebrating special anniversaries of their MANA memberships. In this issue we recognize members who are celebrating 70, 65, 60, 55, 50, 45, 40, 35, 30 or 25 years of MANA membership.

MANA thanks and congratulates these members for their long-term support and commitment to MANA and our industry.

We also thank those 421 long-term members whose membership anniversaries are not among the years listed in this issue. Your company name was either published within the past three years or will be published within the next two.

Whether your company has reached a special … Read the rest

Battling the Ransomware Threat

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Last summer, headlines pushed aside pandemic news with reports that:

“Hackers Demand $75 Million to Unlock Firms Hit by Ransomware Attack.”

“What if Hackers Access My Business System?”

“Don’t Be That Employee: How to Avoid Ransomware Attacks at Home.”

Do these attacks pose a threat to reps, their manufacturers and the customers they both serve? Answers vary, but in general, responses offer cautionary advice on how to navigate what might be a potential minefield.

Preparation is mandatory, according to regular Agency Sales contributor Terry Brock. “Yes, this is something that everyone who uses a computer should be aware of and … Read the rest

Heading Off Attacks

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Earlier this year in his blog, Talking Healthcare Technology, Henry Soch reported on what tech users can do to prevent ransomware attacks and adds some U.S. Government information on what to do if you’ve been hacked.

So, what can you do to prevent disruption from ransomware attacks?

The U.S. Government Cybersecurity and Infrastructure Security Agency (CISA) recommends these best practices:

  • Require multi-factor authentication for remote access to OT and IT networks.
  • Enable strong spam filters to prevent phishing emails from reaching end users. Filter emails containing executable files from reaching end users.
  • Implement a user training program and simulated attacks
Read the rest

Taking Advantage of the Rep Appeal

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Barb Smith’s passion for her agency and her choice of career have translated into a belief that today she would be unemployable with any other company.

Smith, who heads Barbara J Sales, Inc., a woman-owned business working in commercial construction focusing on innovative building envelope products, opened her own agency 26 years ago after working in a large company for 16 years. She became familiar with the world of reps while working for another large organization that had worked with reps throughout the United States. “I started with them as a direct employee working a small territory. Three months after … Read the rest

Boost Your Income Now!

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Never Give Up — FOLLOW UP!

While most business professionals know that follow-up is important, the fact is that very few are masterful at the art of it. Sure, they may leave one or two voicemails for people or send a couple of emails, but those attempts are only scratching the surface of what follow-up is really all about.

In truth, following up with a prospect or customer is about attending to the details of business. It’s doing what you say you will do and honoring your word. It is committing to what you know you can commit to and … Read the rest

Diagnostic Conversations — The Optimal Source of Differentiation

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Having a good conversation — in business or anywhere else, for that matter — is not as simple as it might appear. In fact, it’s a major challenge, especially in the world of complex sales and multicultural business relationships. Authentic and compelling customer conversations are the key to what I like to call “privileged access” and “privileged insight.”

Privileged access is what we need in order to tap into the best sources of information within our customers’ organizations. Privileged insight is what we need to clearly understand our customers, their responsibilities and metrics, and recognize how we can impact their … Read the rest

A Subtle but Deadly Killer of Sales

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If you’ve read past sales articles of mine, you know I talk a lot about the two major keys to sales success: lots of the right activity and great sales skills. That said, while a lack of activity is the biggest killer of sales success, a lack of great sales skills isn’t the second biggest killer.

The second biggest killer is more subtle. It’s so subtle, in fact, that most salespeople go through their whole sales careers and never figure this one out, and as a result, they never become the salesperson they could be.

The Second Biggest Killer of Read the rest

How to Create Rapport With Anyone in Under 30 Seconds

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We all know the power of first impressions. How people perceive us during the first few seconds of an encounter has a major influence on whether they will trust us, be attracted to us, or want to conduct business with us.

To create a positive first impression, we need to know how to connect immediately with others regardless of their age, gender, ethnic background, mood, or the situation.

Let’s begin by testing your “first impression awareness.” What would you think of the waiter in the following situation? You’re having a business lunch with a potential client. She’s telling you about … Read the rest

The Top Mistakes Sales Managers Make (and How to Avoid Them)

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Most sales managers trip over two big stumbling blocks:

  • Hiring the wrong candidates.
  • Motivating salespeople incorrectly.

Here’s how to stop the revolving door for good.

Hiring and managing salespeople are the most important things you will do as a sales manager; yet, they are also the most difficult. Finding effective salespeople can feel like a never-ending cycle of hiring, training, and inevitable disappointment. Even worse, this revolving door costs your company thousands with every turn. The big problem is that traditional hiring techniques are terrible at identifying the most crucial quality a salesperson can possess.

Less than 20 percent of … Read the rest

Being Right vs. Doing Right

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Ahh — being right vs. doing right, the millennia-year-old conundrum. As a corporate leader, especially middle management, you can often find yourself in the position to shift blame when things go wrong or take credit for being a capable leader when things go right.

But in a worst-case scenario, does that rationale resolve the issue or exacerbate it? In this article I’ll lay out the debate for why it is important to focus on being more proactive, by doing right, in your leadership role. Let’s dive in!

Being Right, Never Wrong

In a recent coaching session with one of my … Read the rest

Following a Career That Rewards Effort

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Matt O’Grady’s father, grandfather and uncle were all policemen, so naturally — he became an independent manufacturers’ representative. While obviously not following the same career path as some other family members, today he sounds perfectly happy and content as president of CAM Associates, LLC, with locations in Itasca, Illinois and Delevan, Wisconsin.

As he looks back on how and why he became a rep, O’Grady explains that as a student at St. Norbert College, De Pere, Wisconsin, “I majored in communication because I felt no matter what career I pursued, I would have to be an effective communicator. At the … Read the rest

CRM — Friend or Foe?

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While it may be impossible to identify what follows as a trend, the fact remains there have been a number of MANA members who have recently contacted the association with their thoughts on what some term as “onerous” requirements that they provide regular updates to their principals on their principals’ CRM systems. At the very least, if it’s not a trend, it’s certainly an area of concern.

Perhaps serving as a preface to a discussion of this subject are comments that have appeared recently in Agency Sales. For instance:

  • “Maintaining a manufacturer’s CRM (often salesforce.com), rep salespeople lose time
Read the rest

How Salespeople Can Manage Their Time Better

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Time hurdles and what to do about them.

When I talk to sales reps who aren’t hitting their numbers, it usually comes down to a lack of activity; in other words, they aren’t making enough calls to get the prospects and ultimately make the sales. “I don’t have enough time” is the biggest excuse I hear regarding why they aren’t making the necessary calls. Not having enough time can be due to a few factors. Here they are and here’s what you can do about them.

Time Hurdle #1: There Really Isn’t Enough Time

This is the person being pulled … Read the rest

Monthly Management Makes Money!

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A month can be long or short. In the rep business a month should be the key measuring point for running the business.

Most of us have heard the expression, “work on your business — not in it!” Unfortunately, most reps are so far in the business that they are like frogs in a pot of boiling water, just swimming so hard to stay alive that they never think about the vital few things that make them successful.

The Vital Few

What are the “vital few” for a rep firm?

1. Time to think — as mentioned above, reps are … Read the rest

You’ll Gain More Credibility Through the Questions You Ask Than the Stories You Tell

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I’m sure you’ll agree that establishing credibility is one of the most critical elements in securing a new customer. The customer must see you as a credible and trustworthy resource. When we ask our program participants to describe the elements of credibility, they often will suggest things like a proven track record, a list of satisfied customers, number of years in business, financial strength, business size, etc. — all items that contribute to credibility. Our next question is, “How do you establish that credibility or convey that credibility to a prospective customer?” Invariably, the response is, “We tell them.”

Now … Read the rest

Create Customer Passion by Remembering and Using Your Customer’s Name

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Very few companies remember and use customers’ names. Employees rarely, if ever, remember and consistently use the names and remember the faces of the customer they see most often, let alone the customer they see only occasionally.

There is nothing more precious to a customer than their name. It is the highest level of customer service. In a year the typical customer can count on one hand the times an employee will use their name. Most companies and employees don’t care. Few realize the impact it makes on a customer.

This is a stealth approach to keeping customers and stealing … Read the rest

Customer Communication — Everything Through Me

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As a veteran sales trainer, I’ve often wrestled with this question: Why is it that some salespeople do so much better in the long run than others of equal skill and competency?

I’ve identified a number of reasons for that. Probably the most powerful and pervasive reason has to do with their unique set of beliefs. I’m not talking about political or religious beliefs here; I’m referring to a more commonplace set of beliefs that rule their jobs and their vision of themselves on the job.

Beliefs That Hinder

They entertain ideas and beliefs that seem comfortable and right to … Read the rest

Content Is King for Sales Too

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According to one of the world’s richest persons, “content is king.”

That’s what Microsoft founder Bill Gates declared in an essay he wrote in 1996. You could make the argument that content is even more royal today than it was in the ’90s. Content attracts attention and draws prospective clients.

I’m a big believer in writing fresh, original content because it makes a revenue generator’s job so much easier.

As a professional speaker, I do zero advertising. The only “marketing” I do is write articles that are intended to be valuable for people in my target audience and post similar … Read the rest

Rep Councils — The Perfect Communication Tool

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If comments from reps and manufacturers who participated in a series of MANAchats were any indication of the effectiveness of rep councils, all manufacturers have to do is to ask their reps to participate and reps will readily accept the invitation. Attesting to the importance of a manufacturer having a rep council, one rep offered the opinion that “If I was interviewing for a line, one of the most important questions I’d want an answer to is whether they have a rep council. If they do, then that’s a very strong signal that that’s the kind of company that wants

Read the rest

A Rep Council Checklist

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While the previous article describes what transpired earlier this year during the course of a three-day MANAchat devoted to the subject of rep councils, what follows can serve as a primer or checklist to consider when approaching the rep council from either the manufacturer or rep point of view.

✔ Communicating Goals

At the outset, to ensure that your plans for operating a rep council don’t proceed in a vacuum, it’s critical to communicate.

Communicate with every person who will be involved with the operation of the council. As to what you’re going to communicate, start with the goals you … Read the rest

From Coal Mining to Sales

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Over the years Agency Sales has reported on many individuals who have made the leap from any number of professions to become independent manufacturers’ representatives. Former teachers, professional baseball, basketball players, golfers, nurses, and even an FBI agent have detailed their changes in profession.

This brings us to Rich Deering, who early in his career worked as a coal miner. Today Deering heads Industrial Sales Associates, Inc., (ISA) in Indianapolis, Indiana. In addition to MANA, ISA is a member of the Power-Motion Technology Representative Association (PTRA).

The agency’s website acquaints visitors with the fact that as an independent manufacturers’ representative, … Read the rest

Reps Are Manufacturers’ Eyes and Ears

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Does your rep firm deliver?

The rep firm is an “outsourced salesforce.” Of course, delivering sales and earning commissions are basic. But what else is important to the manufacturers that are represented by a rep firm?

In my mind, this presupposes that the people running the rep firm have a broad vision of their responsibilities, their value-added services, and products they “sell” to the manufacturer.

The rep is in the field at least four days a week. Reps see customers and communicate with customers constantly. The rep firm provides one or more “branch offices” for the manufacturer. This constant communication … Read the rest

The Importance of Having and Following a Sales Process

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Sales isn’t rocket science. We’re not putting a man on the moon. Hundreds of millions of salespeople have gone before you and they’ve left clues on how to sell successfully. The key is to put those clues into a system that works, something you can follow again and again with predictable results. This system is a sales process.

Without a process, you leave everything to chance and you can’t identify what you’re doing wrong because you do it differently every time. There’s no consistency, there’s no benchmark, there’s nothing to compare to. If something goes wrong, you can’t look at … Read the rest