Module 8 • Planning the sales presentation (Pre-approach) 4.1.12 Authority to buy
Does the prospect have the authority to buy or does he/she need a spouse’s approval before buying? Sometimes there is a partner or more senior person in an organisation who decides on behalf of the buyer. It is important to have this information so that arrangements may be made to interview all persons concerned at the same time. For example, an estate agent might be wasting her time showing a student flats for sale if the parents, who must pay, are not involved.
4.1.13 The best time for an appointment
If you can find out from the prospect’s secretary what day of the week or even month and time would be best for an appointment, the sales presentation has a far better chance of success.
Certain restaurants and hair salons for example, are closed on Mondays; dentists play golf on Wednesdays; month ends are busy times etc.
4.1.14 Additional personal information
There is a great deal more information of a personal nature that the salesperson can use to make his approach and presentation more effective and purposeful. Included among these are the prospect’s characteristics, beliefs, personality type, buying motives, political convictions etc.
VIDEO: The Pre-approach by Priya Masih. She is a pharmaceutical sales rep and her prospects are physicians. She needs to gather as much information as possible about the physicians before she makes an appointment with them. Her goal is to get the physicians to prescribe the product she is selling, to their patients.
http://youtu.be/IY1ObVnOlzg
4.2 Information required if the prospect is acting on behalf of a business
The following information is necessary in the case of a business: • Name, address and type of business – partnership, close corporation etc. • The history and other information about the business and the personnel • The operational functioning of a business • Industry competitors and buying procedures • Future perspective.
4.2.1 Name, address and type of business
The correct name and other information (website, e-mail address) are important facts for the salesperson.
4.2.2 The history and other information about the business and the personnel
Aspects such as shareholders, partners, directors and executives who have the final authority to decide, size of the business, position and creditworthiness are details needed for the pre- approach. It is also necessary that the salesperson makes sure in which order the personnel makes decisions and who is involved in the final decision-making (Module 13).
4.2.3 The operational functioning of a business
The business's product range, production processes, raw materials and other purchases and seasonal variations are important information the salesperson needs.
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