It is the Holy Grail of all
Snakeoilers(SOS) to become a "partner" to their customers, but few ever achieve it. Many of the SOS feel they are partners out of sense of their own over-inflated skill as a salesperson. So how does an SOS determine if they have reached sales-nirvana, been brought into the inner-circle and become a true partner to their
clientele?
Let me start by opening up the kimono and baring the awful truth to the SOS who think they are Partners, but in reality have experienced some self-delusion and are only vendors (a necessary evil).
Harsh reality struck me one day with one of my largest customers. For seven years I had been calling on this customer. I had been able to grow the business with that customer from $2 million per year to over $12 million per year. I had
relationships at all levels and across all departments. Then one day, I found out that this customer was looking at a large software deal and that I had not been included in the bid process. I shrugged it off as them not knowing I could offer the same product, but requested that I be included. They agreed and I began to receive
communication. Something seemed fishy when i was invited to a meeting at their office and found all my competitors in the same room. It quickly became apparent that I did not have the inside-track. One competitor seemed to already
have the answers and sat near the decision-makers. Over the next few weeks, I received just enough information to provide a quote, but no additional information. I quickly found myself on the outside. The customer called me to make sure I was going to provide a quote. When I told them that I did not see any reason why I should and that the decision seemed to already be made, they got upset. I found out that they needed 3 separate quotes to complete the bid process and that I was throwing a wrench in the works, by refusing to quote. It was a brutal day in my sales career to be treated to like a vendor (necessary-evil) by my largest customer.
On the other side of the coin, I had another customer that quietly began to invite me to participate in Advisory Board meetings, teach their staff and ask me to sit in on meetings that were not directly related to my products. My sales with this customer rose steadily until one day we came to realize that we had nearly 90% of their business and that all exceptions required special approvals. This customer began to introduce me to others that might need my product and even asked me to join them for dinner at the house.
How do you know if you are a Vendor or a Trusted Partner? Try these:
Vendor (Necessary-Evil)
1. Asked to provide the 3rd required quote to complete their Bid-process?
2. Constantly being needled on price?
3. No introductions to other departments or potential customers?
4. Will only meet with you over a free meal?
5. Only returns a phone call when they need something?
6. Meetings are infrequent and customer sets the agenda?
7. Caught off-guard for a large Request for Proposal where you had no input in the content?
8. Always asking to meet with your boss with the hopes of getting a better deal?
9. Won't introduce you to the entire chain of command?
10. Tries to go around you in the sales process?
Trusted Partner
1. Willing to negotiate a Win-Win Sale, not always and only dictated on price?
2. Invitations to meetings that deal with areas outside of your specific product?
3. Activities outside of Sales (dinners, etc., sporting events where customers pay)?
4. Request to help them write their Request for Proposal before sending it out to the public?
5. You are quoted in a separate meeting?
6. Are they asking your opinion on adjacent products and services that you don't sell?
7. Returned or un-solicited phone calls and emails?
8. Willing to pay a little more for your product or service than the competition?
9. Writes letters of recommendation to your boss or potential customers?
10. Recommends you to others and sends you their names?
Trusted Partner status is hard to come by and takes years in many cases. You may think you are on the inner-circle one day and be treated like a Vendor the next. One department may consider you the Trusted Partner, while the other thinks you are a quote-monkey.
It takes a long-term view to become the Trusted Partner. You can't be out always looking for the BBD (Bigger, Better Deal). End of Quarter incentives can't be your only motivation. Your customers benefit has to be the driving force in the relationship. Ask yourself, "What is best for this customer?" Do you even know what is best for them? Understand their business drivers and attach every sale to one or more of those drivers.
Most importantly...YOU MUST ADD VALUE AT EVERY MEETING! Idle Chit-Chat is unimportant in today's world. Don't waste their time and come prepared. Predict their needs. Under promise and over-deliver at all times. Send them a Thank-you card once in a while.