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Make Winning a Habit [с таблицами]
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These are the activities that are the sand in the gears of a successful team. They destroy trust. Use the preceding list to evaluate your own company's team behavior. Use it to evaluate your customers to see if you really want to sell to them. Then evaluate yourself to see if you have engaged in any of these activities. The best salespeople build strong teams inside their own organizations to get things done for their customers.

Teamwork Scorecard
Best Practice, TeamworkImportanceExecution
Degree of Importance (1 = low 10 = high)Agree, but we never do thisWe sometimes do thisWe often do thisWe do this consistently
Individual
Individuals are recognized and rewarded for their sales teamwork.
Support people consider themselves to be part of the sales team.
Opportunity Management
We map our organizational chart to that of the buyer's so that team members know their assigned stakeholders.
Before every major investment of time and resource in an account, strategy review sessions are held.
Account Management
Each account has a clear owner to which team members are accountable.
Split credits are settled up-front and support our strategy.
We have global account coverage with well-defined roles for all members.
Industry/Marketplace
We have a strong sales culture. Selling skills are recognized, rewarded, and reinforced in our company.

SECTION V: Technology

It has become appallingly obvious that our technology has exceeded our humanity.

Albert Einstein

CHAPTER 7: Technology

CRM—Relationships, Where Art Thou?

While there have been some successes, customer relationship management (CRM), as it has been executed, has become one of the biggest misnomers in the business world.

It hasn’t been about customers, it hasn’t been about relationships, and it hasn’t been about management. In fact, when done poorly, CRM can serve as a barrier between you and your best clients. In reality, CRM has been about cost reduction, and the net effect has been to commoditize relationships by allowing customers to have a “personal” relationship with a computer.

In my personal life, I have fired four vendors who implemented CRM systems badly: my landscape chemical company, a florist, my home alarm company, and several banks. (In fact, I was bank-free for over 15 years. I moved everything to an online brokerage account.)

My landscape chemical company was the first to go. I have been blessed to own 12 acres, just north of Atlanta. Although I have a large yard, I represented only one account to this particular company. Different zones in my yard require different care, and because the company didn’t have mapping capabilities, its system had only one description for my yard. On top of that, every time they changed drivers, we had to start all over because their system did not provide continuity of information, which is one of the primary purposes of a CRM system.

The next to go was my florist. Several years ago we had a personal tragedy in our family and I needed five flower arrangements on a Friday, the beginning of a holiday weekend, for a funeral on Saturday. I called my usual florist and explained the situation. I told the salesperson that I would be right over (the store was only a few blocks away). When I got there, the store was closed. I got on my cell phone again and called the salesperson back.

“I am standing outside your door, and it doesn’t look like anyone is inside,” I said.

There was a long pause.

“Can I please speak to a manager?” I asked.

Another long pause.

“Where are you?” I demanded.

“In Denver,” she said.

When I asked her why she didn’t tell me this when I first called, she explained that the shop had recently been acquired by a larger company, and all the records had been moved over to a new system.

I canceled my order and called a local florist, Nature’s Rainbow, who already had my preferences and credit card on file. The salesperson told me that he would have five flower arrangements ready the next day, and that he would work as long as it took to get them done. Guess who had my business from then on?

My home alarm company was next. A few years ago, my house was struck by lightning, and it knocked out my alarm system. I called the 800 number to ask the company for help. The person on the other end was polite enough, but I soon realized that she was in Salt Lake City. My records, she told me, were in Kansas City — again because of a merger, which happens often in this industry.

I was incredulous. This was the number my wife was supposed to call if there was a burglary attempt while I was out of town! Now I deal with a local company, and my representative is good ole’ Alan. The last time I called him with a problem, he said, “Oh, yeah—that’s the switch over by the window. It’s always been a problem. I’ll stop by on my way home tonight.”

Give me high touch over high tech.

Bankers. Where do I start? I have a credit card from a bank that is now one of the largest in the United States. They were nice enough to give it to me when I graduated from college and had no money (this is either a great investment in me or terrible credit checking, but I’m glad to have the card). I’ve kept it for 32 years. Today, when I put that card into an ATM machine, the very first question the machine asks me is what language I speak. Thirty-two years and they don’t even know which language I speak? How is that for customer intimacy?

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