IMAGE
BUILDING
Tailors image to fit customer expectations; adapts to different
situations with sincerity and realism, taking care to avoid obvious
role-playing or acting; recognizes the value of first impressions;
studies the image or style with which the customer is most comfortable
and adopts the dress, conversational style, and language most trusted
by that customer
HIGHS
- Exhibits interest and commitment through involvement in customer
industry activities
- Quietly promotes self and company in a manner that is respected
by and gains credibility with the customer
- Before the first impression is made, becomes familiar with customers,
their markets, and how success has been achieved with similar
companies in the past
- Recognizes the business etiquette (such as dress and speech)
appropriate to a situation
- Has the ability to read people and react to individual needs
- Positions himself at the appropriate professional level to match
the customer
- Adjusts own communication style to ensure that the message is
heard and to encourage dialogue
LOWS
- May blatantly promote company or self without anticipating how
the customer will respond
- Fails to do the homework on a prospect or customer that would
identify or verify the image that would be consistent with customer
expectations
- By focusing so intently on his own style and objectives, he
fails to make it a priority to establish and reinforce credibility
with the customer
- May ignore or fail to be concerned with the image projected
to others
- May be inflexible about changing personal style to accommodate
a customer who would be more comfortable with or impressed by
something different
PROBLEM-SOLVING
Objectively analyzes a problem situation and takes steps to provide
a solution; identifies the root of the problem before pressing for
a resolution; remains engaged until a solution is reached; tries
to see all sides of the problem and thus understand others’
assessment of the issue or response; takes personal responsibility
for identifying a resolution
HIGHS
- Objectively isolates and defines problem areas clearly
- Determines the true nature of the problem rather than deal with
its symptoms
- Is willing to ‘think outside the box’ to find a
solution
- Displays sensitivity and genuine interest in understanding others’
perspectives and will not ignore their concerns
- Regards any problem as a challenge to be met with eagerness
and enthusiasm
- Remains engaged until a problem has been resolved
- Takes personal accountability for the result
LOWS
- Can be biased and make judgmental or inappropriate assumptions
without analyzing the situation objectively
- May press toward resolution without identifying the root of
the problem
- Becomes wrapped up in his own views and loses sight of how others
may see the problem or response
- Becomes frustrated with solving the same or similar problems
over and over again
- Tends to take complaints and problems personally and feel oppressed
by them
- Sees problem resolution as an inconvenience and a distraction
- May oversimplify a problem and its solution and disengage his
efforts before identifying a satisfactory solution
- Resists taking ownership of the solution
IDENTIFYING CUSTOMER NEEDS
Seeks to provide an appropriate solution by understanding what
the customer is trying to accomplish; spends time in a needs analysis
process that identifies key objectives specific to an individual
customer; gives the customer’s agenda priority over a standard
response; changes the sales approach or solution to accommodate
the customer versus force fit the customer to an existing model
HIGHS
- Asks questions and studies the customer’s key priorities
- Incorporates the customer’s responses and input into a
business plan tailored to fit that customer’s needs
- Takes the time to explore options or alternatives for helping
the customer to achieve key objectives
- Accepts the rejection or modification of his suggestions in
an effort to best understand and help the customer
LOWS
- Lacks a thorough approach to a customer needs analysis, preferring
to move immediately to an existing solution
- Can be distracted from learning customer requirements by the
personalities or politics of a situation
- Tries to fit the customer’s methods or goals into a standard
model or solution
- Takes it as personal criticism when his suggestions are challenged
- Can be too invested in his own agenda to comfortably yield to
the customer’s agenda
MAXIMIZES RESULTS BY MAKING CUSTOMER SATISFACTION
A PRIORITY
Prioritizes customer satisfaction as a major objective in his efforts
to succeed in a sales role; works to establish rapport and concentrates
on building a trusting relationship with customers; demonstrates
this commitment with a hardworking approach and a sense of urgency
in the face of problems
HIGHS
- Understands that success depends upon a willingness and ability
to provide a genuine benefit to customers
- Sets high expectations for the level of customer satisfaction
he provides and is unwilling to settle for anything less
- Dismisses the length or strength of the customer relationship
as a factor in making the effort to ensure customer satisfaction
- Steers customer conversations and interactions to be sure he
gets the information needed to produce the desired results
- Concentrates on effectively executing the basics of customer
care rather than the appearance or impression he creates in the
process; he is not watching to see if others are watching him
LOWS
- May put forth a diminishing effort over an extended period of
time, particularly if it is difficult to please a customer
- Focuses on those customers who are less demanding or with whom
he has a long-standing relationship
- Tends to ‘let sleeping dogs lie’ and is reticent
to search for problems that may be in the early stage of development
- Wants to impress customers with what he can accomplish for them,
turning their attention from being pleased with the solution to
being pleased with his efforts
MAKES PROFITABLE RECOMMENDATIONS IN A CONTRIBUTOR
ROLE
Proactively weighs decisions, recommendations and actions against
their impact on the bottom-line; looks for options that accomplish
what needs to be done without compromising profitability; understands
the economics of the processes he uses and those of his customers;
leverages knowledge of the business and the customer to provide
recommendations that are efficient and practical
HIGHS
- Makes a proactive effort to choose the most profitable options
and will not be surprised by budgets that run over or profits
that don't materialize
- Evaluates his actions and decisions against the need to contribute
to the organization's profitability
- Manages resources wisely, and makes decisions that enhance the
organization's financial position
- Values practicality in getting the job done and will not add
unnecessary frills or extras that could compromise the bottom-line
- Keeps an eye on profitability when solving a problem or implementing
a plan
- Is sufficiently involved in all areas of the business to know
key performance criteria
- Uses his knowledge of the business and the market to weigh options
so the desired results can be accomplished most profitably
- Is knowledgeable of methodologies to control assets and ensures
they are applied
LOWS
- Cannot effectively formulate a more profitable approach when
historically, things have always been done a certain way
- Does not anticipate potential threats to profitability or identify
alternatives to circumvent those threats
- Focuses on an isolated piece of the solution without understanding
and evaluating its overall economic impact
- May judge the quality of a recommendation or solution by its
‘sizzle’ or pizzazz than by its impact on the bottom-line
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