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You are here: Home / Blog / How To's / Setting Call Objectives

Setting Call Objectives

December 13, 2013 By maurasf

successful selling
Sales success!

How To Set Call Objectives That Get Results

As I left for school each morning, my mother would say goodbye to me.  If I were having an exam that day she’d add, “And don’t come home with less than 100.”  Does that sound cold in today’s environment of self-esteem and self-expression?  It didn’t to me.  It was the beginning of my sales training.

What my mother did for me was to define clearly the limits of my objectives at school.  In my case, A’s were both the upper and lower limits. In sales we tend to know our upper limit of expectation.  It’s to make the sale.   We sometimes forget to establish our lower acceptable limit.  Here are some ideas for setting lower limits to maximize the success of each sales call.

Your sales objective.  Begin each sales call with at least one objective.  Sales is a process.  Setting your objective is just one step in the process.  Your objective will answer the question “If this call is successful what will result?”  And you can’t say to get an order.  Reasonable objectives are ones that move the selling process forward. Reasonable objectives for a sales call are presenting a solution and getting feedback, getting agreement for a product trial, or meeting a key decision maker.

You may have found in your selling that your customers follow a different script than the ones you write.  Because of this we also need to establish a minimum objective for each sales call.  This is what you leave the sales call with if you don’t reach your first objective.

The minimum objective. If the key decision maker is called out for another meeting, your minimum objective becomes presenting your solution to a subordinate.  You can then learn more about how the key decision maker thinks and get the subordinate’s approval for your solution.  If the agreement for the product trial becomes elusive, your minimum objective is to identify the steps to take before a trial can take place. Then get commitment for a trial when those steps occur.  The key decision maker may tell you he is happy with his present supplier who happens to be his brother-in-law.  Your minimum objective becomes getting a referral for another company who could be a satisfied customer.  One marketing executive of an international high tech company told me that 35% of the customers who cannot buy from you, feel a desire to help, and will make a referral.  If you don’t ask, you won’t receive.

Reality will get in the way.  A’s were the objective in school.  I knew what I was expected to do to achieve my objectives.  I studied and maintained a positive attitude.  Even with my objectives, the reality was I didn’t get all A’s even though I learned a lot.  Now that I’m selling I also know what is expected to achieve my goals.  I prepare sales objectives even though I don’t make all of my sales.

Most sales professionals are hopeful to make a sale each time they make a sales call.  While making a sale every time is optimistic, coming away with something more than you started with is realistic. Being prepared to set maximum and minimum sales objectives will help move your sales process forward to a satisfactory conclusion.  Let me say goodbye and wish you good luck on your next sales call.  And if you come home with less than 100, at least come home with something that makes the grade.

NOTE: Here’s more guidance on setting sales goals. This is a thorough guide with good examples for both good and bad sales goals that are logical and usable. Read how to break real goal setting down for the sales world and make it more likely to actually set goals that just might work to achieve sales!

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Filed Under: How To's, What is your Selling Issue?

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About the principal

Would you take auto mechanics classes when you buy a car? Maura did because she wanted to be able to work on her car. She takes that same approach to selling. She can show you how to get below the surface of selling to learn why and how different strategies work. She will show you which skills to implement that will shorten your sales cycle and increase your sales. She was Mobil Oil's first female Lubrication Engineer in the United States and one of Chevron's top 5 salespeople in the country. She knows what works for sales.

"I would recommend your work to other sales organizations who want to get better results from improved selling strategies."
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Selling is the easiest job in the world. Just ask anyone who is not in sales. Read Maura’s ideas on “more brain…less mouth” selling to make your selling easier and more successful.

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