Phoenix Training

Archive for December, 2009

Ongoing Sales Technique Development

Posted by BillOsmond
Thursday, December 17th, 2009

To improve their skills, sales people often attend training courses. As someone who runs a training company this is something to be applauded and encouraged.  In my ideal world sales people would feel the need to attend a training session of some sort every week.  However, financial constraints often put a limit on how many courses a sales person can attend and so sales people end up attending workshops every so often at best, unless their employers are totally committed to a training culture and invest huge amounts of money and time to develop their team.

So given that the average sales person is only likely to attend one or two courses per year, what else can the sales person do to develop their skills?  Training often provides momentum, and sales people often return from a course full of enthusiasm and new ideas.  They are keen to put into practice what they have learnt and try to use new ideas.  In short, the course has done its job.  No one or two day course will change behaviours completely but it can start the process.

At the start of most years, many people join gyms and head off to their first workout with great gusto and enthusiasm; they meet an inspirational instructor who talks them through what they need to do in order to get fit.  After the first session they leave, excited and ready to become a fit, healthy, powerful, Adonis!  What happens next? gym-pic-2Most people struggle to put into action what the instructor suggested.  They slip back into bad habits.

As do sales people.  After leaving the course, the temptation to return to what they used to do is strong.  To use what they have learnt, they must adopt a strong mentality.  Same as the gym goer, if the lifestyle around the gym sessions does not change the progress will be slower.  I know that people say that going to the gym means that they can drink as much as they like and eat loads of cream cakes, but that seems to be a “treading water” tactic rather than a progressive tactic.

So my advice for you as a sales person is: go on a sales course, learn some new ideas and techniques, come back raring to go!  Then think about how you will adopt the new ideas and stick to them.  Try to break habits.  Sales people often return to tried and tested methods more through habit than anything else.  People do things in a certain way because they have always done them that way.  A sales person should always evaluate what they are doing.  At the end of each week, write a list of what worked, what didn’t and what you could change.  Try wearing your watch on the opposite wrist to what you are used to, see how it feels.  After a week or so it will feel more comfortable and after a month or so, you will wonder why you ever wore it on the other wrist.  This will remind to try to use something new.  Try a new route to work… basically, try anything that breaks the routine, this will help you to adopt new techniques and give you the mentality to stick to them.

At the end of the month or the quarter, evaluate again.  Ask yourself, honestly, how are you doing?  What did I do this month that was better than last month, different to last month, worse than last month and therefore what can I change for next month?  To get fit, you could go to the gym or run round the park but to get really fit and make permanent changes to your health, your lifestyle will have to change as well.  I know it’s not quite the same thing but you can see the connection, I hope.  Sales people must adapt their approach to make real sustainable changes to their performance.  Constant evaluation, habit changing tactics and the setting of personal objectives are three things that could be done to make ongoing changes.  Einstein’s definition of insanity crops up on many training courses, sometimes not always relevant but I think to most sales people it is applicable:  “when a person does the same thing over  and over and expects to get a different result”.

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We laugh, but have we done it!

Posted by admin
Tuesday, December 8th, 2009
Laughing Donkey
Image by jaxxon via Flickr

Whilst running training courses, it is always nice to have a series of anecdotes or stories to highlight key learning points.  For all the models and structures that surround a subject like sales, I often find an actual example of what a sales person has done, works really well.  It is by showing and highlighting what not to do that sales people start to see how techniques and skills can really help them.  Fortunately, sales people in all sorts of environments provide me with an endless stream of examples of “what not to do”.

Possibly one reason as to why these mistakes and errors creep in could be pressure.  As pressure grows on sales people, techniques get pushed aside and sales people start to use what I term “street sales” techniques.  These revolve around getting a sale as quickly as possible. The results can be catastrophic not only for short term business but for long term as well.  However much pressure a sales person feels that they under, they should always use solid techniques to achieve a sale.

It is not just pressure that leads to poor sales technique; over confidence can lead to some terrible mistakes.  Experienced sales people often get into routines and do not change their approach, “because it worked once”.  Poor training is a major factor as to why sales people start using random tactics.  If you are not pointed in the right direction how do you know what to use?

So what do sales people do, that in a training room one can laugh and say knowingly “I would never do that”.  All of these are true and some more disastrous than others but the common denominator being that each sales person had no idea of what they were doing in terms of damage!

  • A sales person once phoned me and asked to speak to Mr. Osborne, I politely told them it was Mr. Osmond, he said Osbourne, I said again, no Osmond, O.S.M.O.N.D, to which he replied, “yea, whatever”. That was an obvious example of someone thinking I just want to sell to you, so his brain is moving quickly to where he wants to be. Unfortunately he has let the cat out of the bag and verbalised that feeling. Lesson: get the customers name right and take your time. He now has no chance of ever selling anything to me.
  • I walked into a car showroom and told the guy I needed a bigger car because we had twins and needed more space. To cut a long story short, he showed me a Ford Galaxy and sat me in the front seat. He then proudly demonstrated the front and back parking sensors, returning to me, pronouncing that parking sensors are now standard on Galaxy’s. As a sales trainer, I felt like saying to him, “what in my conversation has led to think that I need help with my parking?” Lesson: don’t tell someone what you think is good about your product. Tell me what will help me. All I needed to know was whether my double buggy would fit in the car.
  • I was buying a digital camera for my office recently and asked the assistant for a camera that was light weight and easy to use. He got me a camera off the shelf, which fitted the bill perfectly. As I was just about to say that all seemed fine and could I buy it, he told that “the other excellent thing about this camera was that it had sepia mode and sports mode”. Now I was starting to think that I was about to pay for things that I simply did not need. Lesson: do not over sell, tell the customer only features that can be of benefit to them.
  • When I walked in a clothes shop, with two of my children, I was somewhat surprised by an assistant who greeted me with the phrase “Alright big fella” Quite an extreme example, but over-familiarity with a customer does not sell. I wanted to know where the jeans were. He thinks he’s getting on well with me. Lesson: earn the right to be familiar, by being solid and professional, you can develop a business relationship before you are their best mate.

Some are more extreme than others but these examples show how easy it is for sales people to slip into bad habits, thinking they are increasing the likelihood of making a sale.  Beware!

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On-boarding – lessons from a new hire!

Posted by admin
Monday, December 7th, 2009

By Lawrence White – [New] Senior Learning Consultant at Phoenix Training and Development

lawrence-white-imageWell, my last few weeks have felt like a real rollercoaster ride.  Eight weeks ago I was happily leading a successful team of sales managers, delivering financial solutions to the mass affluent market in Yorkshire.  Today, I’m sat in my new London office with my new colleagues enjoying excitement and challenge in equal measure and looking forward to a new chapter in my life, returning to a dedicated role in people development.  When asked if I’d like to contribute something to the blog my thoughts went back to a previous role – that of Induction Delivery Manager looking after the needs of around 3000 new hires for a large corporate. In particular my thoughts turn to two key areas.

Firstly, close attention to the emotional journey any new-hire is likely to go through is crucial to their success.  The on-boarding process needs to recognise that journey and help the new-hire celebrate and retain the emotional and motivational ‘highs’.  It also needs to anticipate and recognise the potential lows and help the new-hire deal with the associated emotional impact.  Having now been both recruiter and ‘recruited’ the experiences have, once again, put the different perspectives into sharp focus.  One thing is undoubted, both the hiring manager and the new starter have a common interest at the outset – success.  The question is what does ’success’ look like for both and are they similar?

The challenge this throws squarely in front of the hiring manager – ‘how do you have a generic on-boarding process that caters for the needs of individuals?’.  It boils down to one thing – know your people.  Not just your new-hire but those people you already have that are likely to be the key influencers in the individual’s early development.  Checking in regularly with you new-hire is crucial.  You need to pulse check motivation.  As managers we often correlate motivation with productivity.  What’s missed is the link – development.  In order to be more productive I need to develop.  A strong belief I have brought with me to Phoenix is that, in order to develop, individuals have to have to want to learn.  For new hires or ‘old hands’ or indeed anywhere in between, the effective manager will know how to motivate the individual.

This brings me to the second part of successful on-boarding of the ‘new-hire’.  That of being aligned with the company vision, goals and values.  I spent my first day in the training room with Bill (MD and trainer) observing Phoenix’s Essential Management open course here in London.  It re-affirmed the pre-hire belief that my own values and beliefs were aligned with that of my new employer.  Imagine if they weren’t!  And it’s not just being ‘told’ the company values – as a new hire it’s vital to see those values coming through in the behaviour of leaders, managers, peers and teams.  Again this confers a responsibility on the manager to explore the individual’s values and ensuring that those of the company are communicated in a way that demonstrates that ‘you’ve made the right choice’.

Having had my confirmations that I’ve made the right choice I’m now on the lookout for lots of work – ah, the power of motivation!

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Full-Time Trainers – Adding Value Where it Counts Most

Posted by TimHolmes
Tuesday, December 1st, 2009

lawrence-white-imageIt’s been an exciting 12 months for Phoenix, culminating this month with the arrival of Lawrence White, our brand new permanent Senior Learning Consultant, who has come to us fresh from HSBC.

Lawrence was a high-flier at HSBC, filling a multitude of roles during an illustrious career with them, including 8 years within the bank’s Learning & Development Team.  He was also part of the HSBC ‘Talent Pool’, designated as one of the top 5% of managers in the business.

A proven leader, coach, and sales professional, he brings a great deal to our team, including TAP, MBTI, & Prism Profiling accreditation, not to mention a huge store of practical experience designing and delivering.

tim-holmes-profile-picBut it’s what Lawrence brings as a permanent member of the Phoenix team that I wanted to briefly reflect on in this post, as it is his full-time status that, from a client perspective, we believe will add the most significant value over time.

Until the 1st November 2008, Phoenix operated with a familiar model in the training industry: aside from our MD, Bill Osmond, every one of our trainers was an Associate, i.e. they were freelancers with particular subject or industry specialisms, who we called on to fulfil work under our banner, as and when required.  This arrangement is ideal for a small training provider, as it enables you to punch far above your weight, bringing in delivery resource according to sales – and in truth the rationale is generally a financial one: why pay a salary for someone who might not be needed all the time?  Instead, bring people in when you need them and pay them a daily rate; and when you don’t have work, there is no overhead.

Don’t get me wrong, I’m not putting down freelancers: many of Phoenix’s Associate Consultants have been working with us for more than a decade, and will continue to do so.  Moreover, these long-term collaborators have successfully aligned themselves very closely with what we call The Phoenix Way – our methods and philosophies of training, and our focus on the practical transfer of learning.  I salute the fantastic job they do as designers and deliverers.  Thank you guys!

However, even the most dedicated freelancer has to take off their ‘Phoenix hat’ at some point, and turn their attentions to their other non-Phoenix projects – and it was a realisation that as a company we wanted to consistently uphold The Phoenix Way, and give maximum attention to the pre-course and post-course elements of the learning cycle, that led us to a turning-point decision: to build a full-time team of Phoenix Trainers.

Thus in November 2008 we started with our first talent acquisition, Phoenix’s Head of Learning Martin le Comte.  Martin joined from Barclays Asset & Sales Finance, and had been runner-up in the Training Journal 2007 Training Professional of the Year Awards. Martin is an absolutely inspirational figure to everyone he works with: he has an infectious charisma and ability to carry participants with him on even the most difficult development journeys, and in a very short time he was proving the absolute wisdom of the full-time trainer model.  Client after client has fed back how much they appreciate his passion and commitment, and prove it by rebooking with us again and again.

Specifically what makes the difference with a full-time trainer is their ability to extend our engagement with clients without having to charge them on a measured time basis – it lets us truly operate with Covey’s Abundance Mentality.  For example:

  • You want to meet us to discuss possible content?  That’s no problem.
  • You’ve decided to use Phoenix, but feel that the participant buy-in would be enhanced if delegates had a chance to meet their trainer in advance of the course? No problem.
  • You want to debrief the training with all stakeholders round the table?  It’s all part of the service.
  • We’ve delivered a successful programme for managers, but they would benefit from a bit of impartial advice on dealing with specific issues from time to time?  No problem, our full-time trainers make sure everyone they train has their mobile number, and it’s not a problem to call or email at any time.  Genuinely.  Many of our participants use Martin or Bill or now Lawrence as informal coaches or mentors, long after the formal training events they may have attended.

In these and many other ways, having full-time trainers means that we can add value at every stage of the learning cycle, and it enables us to move training away from its traditional, transactional footing (you pay your money, the trainer delivers a course for a day), into a properly ongoing process of development in which we partner with clients.  They can then use us as and when they need us, in a variety of ways and on deeper and deeper levels, so as to help drive real change in their people, and ultimately their organisations.

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