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How do you go about persuading and impressing important clients so that you successfully sell yourself, your ideas or your products?  How do you increase their understanding of what you are trying to do?

These are typical problems faced every day by all business people who deal directly with clients. The ‘impress to sell’ method is a new sales technique that helps busy sales people overcome such problems. It can be used as a direct sales aid or in sales training.

One of the most important reasons why things go wrong in a sale is because of a communication breakdown between Seller and Client. Almost invariably this is the result of a poor fit between the Seller's presentation style and the Client's preferred style. The secret of successful selling therefore lies in ensuring that the Seller’s presentation style is compatible with the personality of the Client so that the goals of the Client are emphasised in the Seller’s presentation.

Personality psychologists (from Pavlov and Jung to modern day trait theorists such as Eysenck, Kline, and Costa and McCrae) agree that the two fundamental components of personality are: (a) the way people relate to each other and (b) their emotional characteristics. The'impress to sell' method classifies Sellers and Clients according to these dimensions. Therefore there are four types of Seller and Client.

Directors are people who are high in leadership but who control their emotions. They are therefore likely to be independent, energetic, assertive and lively. Enthusiasts are people who are high in leadership and show their emotions. Such people can be thought of as competitive, dynamic. excitable and optimistic. Team-players are low in leadership but high in showing emotions. They are likely to be polite, sensitive, accurate and realistic. Analysts are low in leadership and control their emotions. Such people are thoughtful, peaceful, reliable, steady and calm.

The fundamental point is that the four types of Client will be attracted to different aspects of the idea or product that is being sold. The Seller must therefore explain the advantages of the idea or product in a style that most appeals to the client:

If the client is a(n):

ENTHUSIAST- The Seller should emphasise personal thanks and fame that will results from using the idea or product because enthusiasts want RECOGNITION

TEAM PLAYER- The Seller should emphasise support and be helpful. The Client needs to feel included and be liked. Team players want ACCEPTANCE

DIRECTOR- The Seller needs to emphasise how the Client will come first, see jobs finished and lead the best team because Directors want to WIN

ANALYST- The Seller needs to provide details and explain the technical details of the sale. Analysts want UNDERSTANDING

It is therefore clear that to close the sale successfully, a Seller should try to identify features of the idea or product that will appeal to the four types of Client. When describing the advantages of the product, the Seller should emphasise the following aspects of the idea or product:

ENTHUSIAST- Radical, Different, Innovative,Dramatic

TEAM PLAYER- Encourages democracy, Equality, Lack of certainty

DIRECTOR- Professional, The best, Pragmatism, Power

ANALYST- Formula following, Details, Cautious, Conservative

The ‘impress to sell’ method gives the sales person a complete strategy or game plan concerning the way a presentation should be run in relation to both the personality of the Client and the Seller. It works as follows:

(a) The Seller completes a short questionnaire. Try it for yourself here!

(b) The Seller completes the same questionnaire on behalf of the Client

(c) The Seller looks at the interaction of personality styles and uses the game plan that is produced. See Box 1 for an example game plan.

The advantage of the ‘impress to sell’ method is that it provides information directly and simply to the Seller about the crucial needs and wants of the Client. Clearly, it may be said that the weakness of the technique is in its use in the field because the Seller must have met the Client already prior to using the technique. Often however, deals are rarely closed after a first meeting and require at least two, so the technique can be used prior to the crucial meeting but after the Seller has met the Client.

Summary

The ‘impress to sell’ method is an increasingly widely used technique for Sellers in the field and is also an excellent training technique which explains the need for Sellers to adapt their presentations with regard to the Client’s needs. The simplicity of use and direct advice provided to Sellers is likely help close that sale!


Box 1: Example gameplan

Fred is an Enthusiast and is selling his product to Jane Smith who is a Director ...

As a Director, Jane will tend to take control of situations and be comfortable managing people. Since Jane is a leader, she will seek power and will act quickly. She will be results-oriented and will want to make decisions. Jane will tend to be reserved or moody. Since Fred is an Enthusiast , he will be able to relate to Jane's competitiveness and desire to be in control. However Jane will question Fred's expressiveness. Thus Fred should be less friendly, should avoid personalising conversations, should maintain personal distance and should be reserved in manner.

Fred should use the following advice and strategies when selling to Jane:

(a) Fred should reduce conflict by either being diplomatic or non-confrontational. Fred should show tact but should not be tempted to over-promise. He should be punctual for meetings and be prepared to let Jane make, or appear to make, the decisions.

(b) Jane's basic need is to show that she is in charge and is the one making the decisions. Fred should not try and present Jane with a 'fait accompli.'

(c) Fred should try to be reserved when selling. He should not be overly concerned if Jane is a bit formal and distant in her behaviour.

(d) Fred should be steady, fairly formal and should not mind being pushed around. He should not take offence if Jane is autocratic in behaviour.

At the meeting:

(a) Fred should think of his meeting with Jane in terms of how to increase her influence and power within the organisation, particularly if it can be achieved within the immediate future.

(b) Fred should stress how what he has will work for Jane. Fred should be direct and to the point. He should be prepared to deal with a pushy, harsh and dominating individual.

(c) When Fred presents, he should demonstrate the personal advantages of using what is offered. Since influence will tend to be important to Jane, Fred should show how this can be achieved. Since Jane does not want to be outside the centre of attention, Fred should present directly to her. Fred should be tactful so that Jane feels that she has made the decision but should always be decisive since inaction will be rejected.

(d) Fred should stick to the business and not feel it necessary to take an interest in Jane as a person.

(e) Jane will probably tend to act quickly and with little concern for others. She is more interested in the benefits and how further control can be established.

(f) Fred should provide Jane a limited number of alternatives as a guide in determining the best course of action. However Jane will be happiest if making the final decision herself.

Try the Impress to Sell on the internet here or download the windows program here


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William Tate, MA FIPD MIMgt, is a freelance consultant and writer.

Formerly British Airways’ Head of Human Resources Strategy & Planning, since 1991 he has run Prometheus Consulting, a practice specialising in strategic human resource management, organisation development, change and learning.

In 1997 he researched and co-authored (with Professor John Storey and Professor David Guest) Opportunity Through People, a consultation document on innovation published by the Institute of Personnel and Development for its members.

William consults and runs workshops on innovation and other strategic management subjects.

Publications by the Author

A Practical Guide to Corporate Social Responsibility, Conduct Becoming, (updated 2006).

Leadership in Organizations (ed. J. Storey), ch. ‘Linking Development with Business’. Routledge October 2003.

Guide to Linking Development with Business (an abridged version of the above), Prometheus Consulting, 2003

The Organisational Leadership Audit (self-assessment tool). Cambridge Strategy Publications September 2003.

The Organisation Shadow-Side Audit (self-assessment tool). Cambridge Strategy Publications September 2003.

The Business Innovation Audit (self-assessment tool). Cambridge Strategy Publications September 2003.

Corporate Social Responsibility Manual, ch. ‘Governance and Leadership’. Spiro Press 2002.

Emergent business models. Council for Excellence in Management and Leadership (DTI) 2000.

Implications of futures studies for business, organisation, management and leadership. Council for Excellence in Management and Leadership (DTI) 2000.

Personnel Management (eds. S. Bach and K. Sisson), ch.‘Management development’, (co-authored with Professor John Storey). Blackwell 2000.

Demerging Organisations: A Guide to Best Practice. Financial Times Management 1999.

Building Tomorrow’s Company – booklets accompanying eight-part video series (leadership, communication, measurement, and the key relationships - customers, employees, investors, suppliers, community). BBC for Business 1999.

Becoming a ‘Tomorrow’s Company’ – a story of transformation (a case study featuring Birmingham Midshires Building Society). The Centre for Tomorrow’s Company 1999.

Opportunity Through People (a consultative document on innovation), co-authored with Professor John Storey and Professor David Guest). Chartered Institute of Personnel and Development 1997.

Developing an Integrative Framework for Corporate Competence, paper delivered to the annual conference of the Centre for Labour Market Studies, Leicester University 1997.

Developing Corporate Competence: A High-Performance Agenda for Managing Organizations. Gower 1995. (Nominated for the Management Consultancies Association ‘Management Book of the Year’ award.)

Developing Managerial Competence: A Critical Guide to Methods and Materials. Gower 1995.

Performance Development Checklists – designed for personal organisers. Prometheus 1995.

Executive-Match – a senior executive selection planning tool. Prometheus 1994.

(Plus numerous journal articles)


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About the Toolkit's Designer, William Tate

An Introduction to Innovation by the toolkit author – William Tate

Why 'innovation'?

Most people understand the importance of technological innovation. They observe it every day in new products and processes.  Fewer understand how to give their business the permanent ability to be innovative in all it does. The way the enterprise manages its people and internal organisation is crucial in bringing this about.

By ‘innovative’ we mean the systemic capacity to successfully exploit new ideas, wherever and whenever they arise and to whatever they might be applied.

This wider view of innovation is often overlooked, yet it is fundamental to long-term business success. Such capability is widely seen as holding one of the most important keys to unlocking competitive advantage in an increasingly challenging business environment.

From product to service; from operation to support

People are familiar with rapid product innovation in fields such as computers and pharmaceuticals – particularly where advanced technology is concerned. Where the 'product' is a service, customers may perceive innovation in other ways, in quality, reliability and price.

Other prime targets for innovation are a company's markets, selling, distribution, advertising and promotion.

From the familiar to the novel

Many of these targets for innovation are not themselves new, though the need to innovate is becoming more pressing. However, beyond this familiar level lies a new agenda and new opportunities for innovation. The internet and the fast-developing world of e-commerce and e-business demands it.

Today’s socially aware business also needs to be innovative in how it relates to the environment, and how it reacts to consumer power.

From products to processes

Innovation applies to internal processes and systems too. Firms need innovation in their management and operational processes. This means applying new techniques and ways of working that are more cost-efficient and effective in using resources, more streamlined in handling, quicker to market, and quality enhancing.

Human resource management

Innovative practice can impact the kind of people employed, how they are selected, developed, motivated and rewarded. Indeed, it can affect the full spectrum of human resource management policies and practices.

Opportunities to be innovative even extend outside the company to non-employees, to outsourced services, and to partners and allies within a network of relationships in the modern and the virtual organisation, and in all sectors: private, public and voluntary.

Agenda-specific innovation

How and where innovation will be manifested will vary with the particular kind of organisation, its opportunities and threats, current agenda and where it is in its life-cycle. While firms are exhorted to be more active across the full extent of opportunities, in practice they need to consider carefully the various targets for innovation as part of a well-planned business strategy.

Recent HR innovations 

Innovative employment is the subject of much current discussion and some action. Organisations are said to be flattening, roles replacing jobs, competencies replacing knowledge and skills, non-core work being outsourced, people working from home, short-term contracts replacing permanent ones. Such HR innovation and changing employment practices have value in their own right. But they can also have an impact - positive or negative - on the business's ability to be innovative in its marketplace.

Individual vs. organisational innovation 

Creativity flows from individuals' ability. Innovation, by contrast, is a tangible outcome that benefits the business. Innovation depends on what surrounds individuals (both those who are and those who are not personally creative).

Innovation is easier said than done. A popular starting point in many organisations is to look to individuals' recruitment and training to achieve innovation. Companies also increasingly rely on teamwork. But it is important not to neglect the organisation's culture and its management systems. These often block the path to innovation. But if positive, they can license and foster innovation.

Pinning the term down 

Given such wide potential, innovation is quite a problem term, not easily tied down. It signifies a broad concept generally associated with ideas and change. But it means different things depending on people’s jobs, the nature of business, and what the organisation currently needs. Innovation for a high-technology start-up operation means something very different from an ageing state monopoly looking for a new lease of life. The former may need to be innovative in finding sources of funding; the latter in how it dismantles the legacy of the past before it can move forward. In summary, some people equate innovation in their minds solely with technological change, the design of new products, or mere invention. Innovation is all of these, and much more, as the above shows. When other people start talking about innovation, make sure you are speaking the same language.

The innovation spectrum

The toolkit’s ten questionnaires span the range of individual and organisational factors that affect innovation. These cover businesses' needs for both continuous incremental and step-change innovation. They deal with tactical and day-to-day operational innovative behaviour through to long-term business strategies for innovation.


USING THE TOOLKIT

 

Focus of the toolkit

The toolkit consists of advice and ten diagnostic questionnaires. Together, they focus on the organisation’s conduct and its level of understanding about what organisational and management structures and practices lead to innovative capability for the business. The questionnaires assess how well the enterprise currently fosters innovation in the way it is run. This advice builds on this. It offers definitions and other help in completing the questionnaires. Once this has been done, there are ideas and suggestions for making changes and improvements.

Who the toolkit is for?

The toolkit is designed for sophisticated HR professionals who want to make their organisations more innovative.

The questionnaires 

The toolkit contains ten questionnaires designed for self-assessment. There is no external assessment. Please answer the questionnaires on behalf of your organ-isation. You may choose the whole organisation or a departmental unit, as appropriate.

Each questionnaire covers a single theme. They may be used on their own, if wanted. However, the overall set is designed in an integrated and comprehensive way. Full benefit is gained from working through all ten questionnaires.

The scoring options 

You may wish to consider asking a number of colleagues to score copies of the questionnaire. The software will average multiple responses to make the results easy to understand.. Or you can discuss each question in turn and agree a consensus score. Both are powerful ways to learn.

The design of questions 

The wording of the questions is designed to make the ideal answer obvious. They are not jumbled to confuse or disguise good practice. The first column in each questionnaire ('Fully’) represents what is generally considered a favourable position.

Recording and monitoring assessment 

Each of the ten themes itself consists of ten questions. Each questionnaire contains its own score sheet, offering a score range using a five-point scale (0 - 4). The software provides numerous ways to average scores within departments and organizations.

Interpreting your score 

Your score will give you a feel for where your organisation currently stands against generally accepted best practice. You can do this within each of the ten themes and then make comparisons across the areas.

Your score will help you monitor your organisation's progress over time as you introduce changes.


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