beating the gatekeeper

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Beating the Gatekeeper Key skills and tactics for successful introductory phone calls. Greg Lewis,Keyence UK, August 2014©

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A guide for new sales persons to help them find ways to get past receptionists to reach the target audience

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Page 1: Beating the gatekeeper

Beating the Gatekeeper Key skills and tactics for successful

introductory phone calls.

Greg Lewis,Keyence UK, August 2014©

Page 2: Beating the gatekeeper

Where to start Many new Keyence employees can find PHONE DRIVE tough to get used to. However, the core structure of a phone call is actually fairly simple and once learnt can lead to vast improvements. Improvements such as: - Conversation flow - Probing success - Getting the visit This presentation is mainly aimed at cold-calls but its principal can be applied to all customer calls.

Greg Lewis,Keyence UK, August 2014©

Page 3: Beating the gatekeeper

Call Preparation No matter how many of the following tips and tricks you take on board. If the Target customers is wrong the call is wasted We can improve our chances by taking some time to pick your target. Don’t use the Scattergun Approach. Ideally our customers should be: - A good size (10+ people) - In a strongly relevant industry - using similar equipment already This target system is only a guideline, but the more of these attributes the target ticks, the better our chances will be.

Greg Lewis,Keyence UK, August 2014©

Page 4: Beating the gatekeeper

Call Progression

Below is a guideline to the general line of progression that a Standard Keyence sales phone call follows. Whilst individual calls may not follow such a straight path, this guide can but used to help control the conversation.

Receptionist Introduction

Target customer Introduction

Probing and info gathering

Securing a visit/Conclusion

Greg Lewis,Keyence UK, August 2014©

This presentation will be Primarily based around the first stage dealing with the receptionist.

Page 5: Beating the gatekeeper

1. Receptionist Introduction

• Arguably the most difficult part of a cold-call.

• Still an important part of many non direct-line customer calls.

• If they don’t like you, you’ve got a slim chance!

Greg Lewis,Keyence UK, August 2014©

Page 6: Beating the gatekeeper

1. Receptionist Introduction

• Keyence Sales Engineers are not telemarketers,

• We have no script to follow and therefore we change our response

to maximise its effect.

• Listening to the Receptionist and adjusting your response will

create better first impressions!

Greg Lewis,Keyence UK, August 2014©

Page 7: Beating the gatekeeper

1. Receptionist Introduction

Receptionist are people too, many sales engineers make bad first impressions by not treating them as such.

If the Receptionist states their name, it will be beneficial to address them as such.

This shows you are listening to them rather than running off a script and are just waiting for them to stop.

EXAMPLE:

Receptionist: “Good Morning Greg Lewis International , Ciara speaking, how can I help”

Sales Engineer: “Good morning Ciara, its ‘Sales Engineer’ calling from Keyence”

Greg Lewis,Keyence UK, August 2014©

Page 8: Beating the gatekeeper

1. Receptionist Introduction

• Once we have our foot in the door, we can ask to be put through to the

contact we are trying to reach.

• When listening to a receptionist’s introduction, listen to how formal the

receptionist is being. Try to match their formality with your introduction

• If you don’t they may be insulted or intimidated. It

depends on what type of receptionist you get.

Greg Lewis,Keyence UK, August 2014©

Page 9: Beating the gatekeeper

1. Receptionist Introduction

It is possible to split receptionists into 3 distinct groups with each having its own type of response. Strict/ Formal: Often career receptionists in large companies, they may not know the target contact personally or may have official guidelines to offer.

Semi-Formal: Receptionists in medium to large companies, will know the contact and where they work but rules may be in place

Relaxed: Sometimes professional receptionist but can also be connected to target customer EG. His: wife, friends wife, sister, brother, daughter etc. Most often found in smaller family run companies.

Greg Lewis,Keyence UK, August 2014©

Page 10: Beating the gatekeeper

1. Receptionist Introduction

• Formal Example: Receptionist (low voice pitch): “Good Morning Keyence Reception” Sales Engineer (similar pitch): “Good Morning,this is Greg Lewis from Keyence. May I please speak with ‘Target Customer’ in inspection.”

Such a receptionist may look down with suspicion on an overly relaxed introduction. As the relaxed approach is often adopted by telemarketers

Greg Lewis,Keyence UK, August 2014©

Page 11: Beating the gatekeeper

1. Receptionist Introduction

• Semi-formal Example: Receptionist (Higher pitch) “Good Morning, you’ve reached Keyence Reception, can I help” Sales Engineer (similar pitch): “Yes Good Morning, this is Greg Lewis calling from Keyence. Would it be possible to speak with ‘Target Customer’ please?

These receptionists expect a professional but not cold response .

Greg Lewis,Keyence UK, August 2014©

Page 12: Beating the gatekeeper

1. Receptionist Introduction

• Relaxed Example: Receptionist (Higher pitch) “Good Morning, you’re through to Keyence, how can I help?” Sales Engineer (similar pitch): “Hello Good Morning, Its Greg Lewis calling from Keyence. Is it possible to get in touch with ‘Target Customer’ at all please?

These ‘receptionists’ may not be professionals or might be new to the job so appreciate a forgiving tone and relaxed request.

Greg Lewis,Keyence UK, August 2014©

Page 13: Beating the gatekeeper

1. Receptionist Introduction

No matter how smooth our introduction is, at some point we WILL run into difficulties, but these CAN be overcome so don’t put the phone down too soon!

“ Computer says No”

Greg Lewis,Keyence UK, August 2014©

Page 14: Beating the gatekeeper

1. Receptionist Introduction

Greg Lewis,Keyence UK, August 2014©

Receptionist: “What is the purpose of your call?” Oh Oh! Damn, they are on to us! Don’t worry, as Keyence Sales Engineers, we can handle it if we follow some simple guidelines.

Page 15: Beating the gatekeeper

1. Receptionist Introduction

Greg Lewis,Keyence UK, August 2014©

Receptionist: “What is the purpose of your call?” • Cite referrals from and visits too local companies. Check if they make similar parts, as competitors always want to know what each other has. Any way in is better than none!

• If it is a completely cold call, at this point we should try to make our objectives seem less sales like EG. “I’m calling to arrange a demo with ‘Target’ if possible >BECOMES> “I’m just calling to quickly introduce myself as we supply equipment to your industry”

• Mention the contact source EG. “I’m calling because I saw Targets advert on Qimtek.” Its hard to refuse responses to the companies own advertisments!

DO’s

Page 16: Beating the gatekeeper

1. Receptionist Introduction

Greg Lewis,Keyence UK, August 2014©

Receptionist: “What is the purpose of your call?”

• Never mention words such as: BUY, SELL, SELLING, PURCHASING. This will earn to a prompt end to the call! Receptionists are taught to redirect and reject such obvious sales pitches

• Don’t mention it’s a cold-call, all legitimate callers should be able to provide a good reason or excuse for their call.

• Insult the receptionist by saying things like “It’s too technical to explain” or “Can I PLEASE just speak to TARGET” this will cause the receptionist to be uncooperative and cut you off very quickly.

DON’Ts

Page 17: Beating the gatekeeper

1. Receptionist Introduction

Greg Lewis,Keyence UK, August 2014©

Receptionist: “Is he expecting your call?” A variation of the previous response, unless the answer is a firm “yes he is”, we should be cleverly evasive in our answer trying the avoid outright lying. Below are some good examples of using any information we do have and let the receptionist assume the rest: Example 1 > We have called in the last six months. “yeah, ‘Target’ spoke to Keyence a few months ago and I'm just calling to catch up” The receptionist will most likely assume we know ‘Target’ and therefore he is expecting us. Example 2 > Target downloaded some Keyence info. “yes ‘Target’ is interested in one of our systems so I’m following him up on that” Again, previous contact is implied but not stated.

Page 18: Beating the gatekeeper

1. Receptionist Introduction

Greg Lewis,Keyence UK, August 2014©

Receptionist: “Is he expecting your call?” The key in this instance is to not commit to any statement of previous personal contact. In this manner, we protect ourselves with deniability should the ‘Target’ deny knowing us and then they or the receptionist become suspicious. It can be put down as a communication error later, but the key is that we get through.

Page 19: Beating the gatekeeper

1. Receptionist Introduction

A shame but sometimes unavoidable. However we can still make this a useful call. Some possible options are: Option 1: “Oh that’s a shame, in that case is it possible to speak to someone else in the department?” Even if the customer doesn’t want to take the call, it is hard to say a whole quality department isn’t working at the moment. So we should be put through to a NEW contact.

Option 2: “Oh that’s a shame, in that case is it possible to leave a voicemail or e-mail him some technical data?” Never end a phone call without more contact info, progress is progress, and stating “technical data” will increase your chance of getting their real E-mail rather than a generic one.

Greg Lewis,Keyence UK, August 2014©

Receptionist: “He/She is not avaliable atm”

Page 20: Beating the gatekeeper

1. Receptionist Introduction

So long as we gather some information, we can give ourselves a valid excuse to call back, and this time the Receptionist won’t interrogate us as much. Progress is Progress. Example: A Japanese colleague unsuccessfully called the same company 22 times before finally getting through. This resulted in a £36,000 sale!

In the word of Arni:

Greg Lewis,Keyence UK, August 2014©

Receptionist: “He/She is not avaliable atm”

Page 21: Beating the gatekeeper

1. Receptionist Introduction

Rare is the receptionist who knows the companies CAPEX plans, however, at this stage they have the power. Therefore we must diffuse this excuse by changing our approach and/or request.

Greg Lewis,Keyence UK, August 2014©

Receptionist: “We are not looking at equipment at the moment”

Page 22: Beating the gatekeeper

1. Receptionist Introduction

Example Responses: “I understand, at the moment we are simply just trying to let customers see the new system so they can keep it in mind for the future” With the sales pitch threat gone, the receptionist can relax “I am in the area visiting all local Rubber companies since many Rubber companies have recently purchased the kit”. Companies will want to see what the other competitors are using and so will invite you through

Greg Lewis,Keyence UK, August 2014©

Receptionist: “We are not looking at equipment at the moment”

Page 23: Beating the gatekeeper

1. Receptionist Introduction

Ouch, the worst response, a true gatekeeper. Clever call timing will win the day in this situation. Solution 1: Time your call early morning or late afternoon. Most Receptionist work 9-5, ring outside these hours and you have a chance of reaching real engineers. Solution 2: If the company shuts off its phones outside office hours, try to call during the receptionists lunch hour, the Accountant covering the phone may not care as much and will put you through.

Greg Lewis,Keyence UK, August 2014©

Receptionist: “We do not put salespeople through ever!”

NO salesmen!

Page 24: Beating the gatekeeper

1. Receptionist Introduction

These examples should make it clear that it is not ok to hang up the phone at the first sign of resistance. Resistance does not equal “ok, bye then” Perseverance can get you through even after an initial refusal or may even lead to you receiving a better contact.

Once past the Reception, the real business of selling begins.

Greg Lewis,Keyence UK, August 2014©

Page 25: Beating the gatekeeper

1. Receptionist Introduction

This presentation was built as a precursor to the presentation:

‘Getting the Appointent’ by

Michel Roch (KIB) and Yujiro Amemori (KJ)

Which will help you understand what to do once past the

reception.

Good Luck!

Greg Lewis,Keyence UK, August 2014©