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“Conducting Effective Distributor Sales
Meetings & Training Sessions”
“2015 Annual Spirits Conference”
PARTICIPANT WORKBOOK
Presented By Robert W. Brown, C.M.C. Sales Systems Development, Inc. Two Worlds Center, Suite 71 100 West El Camino Real Mountain View, CA 94040 650 691-‐9622 Office 650 619 1993 Mobile email: [email protected] website: www.salessystems.net
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BOB BROWN
Bob Brown is uniquely qualified to conduct the American Distilling Institute training workshop on “Conducting Effective Distributor Sales Meetings and Training Workshops.” Sales Systems Development, Inc. and its President, Bob Brown, have been serving clients for 25+ years. Bob is widely recognized as one of the leading sales training and organization development consultants in the beverage as well as beer, wine and spirits industry. Prior to that Bob was National Director of Sales Training and Recruiting for the E & J Gallo Winery. Bob has conducted over 500 seminars involving approximately 10,000 supplier, distributor and wholesaler sales and management personnel in Asia, Canada, Central America, Europe, India, and the United States.
Bob has served as selling, merchandising and sales management consultant for a significant number of leading beverage firms and consumer product manufacturers who are benchmarked for “best practices.” Bob’s clients have included the largest global breweries, wineries and distilleries. Among wholesale distribution clients are seven of the 10 largest US beer distributors and virtually every major wine and spirits wholesaler. As a result Bob is able to deliver insight on the sales processes used by major consumer package goods retail and foodservice organizations as well as the full range of beverage industry organizations.
Bob has also been a featured speaker or seminar leader at over 20 National Beer Wholesalers Association annual conventions as well as having been a speaker at a number of Wine & Spirits Wholesalers Association and other food and beverage industry meetings.
CREDENTIALS Ü Certified Management Consultant (C.M.C.) — the highest accreditation available in the
consulting field. Ü American Society of Training and Development — recipient of two national “Special
Appreciation” awards. Ü National Speakers Association — “Professional Speaker” designation.
EXPERIENCE Ü E & J Gallo Winery — National Director of Sales Training and Recruiting Ü Kepner-‐Tregoe, Inc. — Organization Development Consultant Ü Kimberly-‐Clark Corporation — Consumer Product Sales and Sales Management Ü Commissioned Officer — United States Army
EDUCATION Ü Post Graduate — Universities of Michigan and Alabama Ü M.B.A. — Samford University, Birmingham, AL Ü B.S.B.A. — Kent State University
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BOB BROWN’S CLIENTS — PARTIAL LIST
Alaska Distributors Company Alliance Beverage Distributing Co. Allied Domecq Spirits and Wine Anheuser–Busch, Inc. Atlas Distributing, Inc. Bacardi-‐Martini USA, Asia Pacific and India Bacardi Global Travel Retail Beatrice, Inc. Ben Arnold Sunbelt Distributing Co. Beverage Specialties, Ltd. Borden, Inc. Boston Beer Company Brown & Williamson Tobacco Corp. Brown–Forman Corp. Burke Distributing Corporation Caldbecks Wine & Spirits, Ltd. ü Peoples Republic of China ü Hong Kong ü Taiwan Casa Pedro Domecq, Mexico Charles Fradin, Inc. Charmer Industries, Inc. Chateau Ste Michelle Vineyards & Estates Churchill Distributors Coastal Distributing Companies, Inc. Columbia Distributing OR, WA Constellation Brands Corby Distilleries Ltd., Canada De Crescente Distributing Co. Diageo Dr. Pepper/Seven-‐Up, Inc. Dun & Bradstreet Educational Services Empire Distributors, Inc. Faust Distributing Company FIJI Water Foodbrands, Inc. Frederick Wildman & Sons, Ltd. Fresh Samantha Juices Glen Ellen Winery Grolsch Export B.V., The Netherlands Henry A. Fox Sales Company Hood River Distillers, Inc. Houston Distributing Co, Inc. InBev USA Jardine Wine & Spirits, Inc. ü Malaysia ü Philippines. J. J. Taylor Companies, Inc..
Kitchens of Sara Lee La Choy Food Products Co L. Knife & Son Companies, Inc. M&M/Mars Major Brands, Inc. Manhattan Beer Distributors Merrimack Valley Distributing Co., Inc. Mission Beverage Company Mesa Beverage Company, Santa Rosa Montgomery Beverage Co. National Wine & Spirits ü Indiana ü Michigan Nevada Beverage Company Oak Beverages, Inc. Odwalla Juices – Division of Coca Cola Pacific Time Wine & Spirits, Inc. ü Beijing ü Shanghai Paramount Farms and Citrus Pepsi Cola USA Philip Morris, USA POM Wonderful Juices Premier Beverage Co. Ralston Purina Company Reyes Holdings, L.L.C. ü Chicago Beverage Systems, L.L.C. ü Harbor Distributing, L.L.C. ü Lee Distributors, L.L.C. ü Mesa Distributing Company, San Diego ü Premium Distributors of Virginia, L.L.C. ü Premium Distributors, Washington, DC., L.L.C. Rhode Island Distributing Company Rosarita Mexican Foods, Inc. Sanderson Farms, Inc. SanPellegrino Schreiber Foods, Inc. Sidney Frank Importing Company Sleeman Breweries, Ltd, Canada Snapple Beverage Corp. Star Distributors, Inc. The Stroh Brewery Company Sunbelt Distributing Corporation Union Beverage Company United Liquors, Ltd. United States Beverage, L.L.C. West Side Beer Distributing Co. Wonderful Brands Young’s Market Company OR, WA Zonin USA
Associations & Trade Organizations American Logistics Association Beer Business Daily SUMMIT 2006 Brewers Association of America Food Industry Suppliers Association National Beer Wholesalers Association
Missouri Beer Wholesalers Association National Food Brokers Association Ohio Beer & Wine Wholesalers Association Washington/Oregon Beer & Wine Wholesalers Assn. Wine & Spirits Wholesaler Association of America
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SEMINAR GOALS
1. Learn a systematic six-‐step process for organizing, preparing and delivering sales meetings and training.
2. Learn ideas and skills on how to: Ü Motivate Distributor Group at Sales Meetings Ü Organize Information and Activities Ü Improve Platform Speaking Group Communication Skills Ü Manage Participation and Involvement Ü Use Visual Aids — PowerPoint™ & Flip charts/ boards Ü Effectively Use Role-‐Playing to Develop Skills
ACTIVITY REASON
Presentation and discussion Exchange ideas and experiences; define principles and techniques
Group projects and exercises Clarify concepts and provide opportunity to practice
Note-‐taking outline Reinforce learning and maximize retention
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SIGNIFICANCE OF EFFECTIVE SALES MEETINGS & TRAINING
The ability of a distiller to effectively present their portfolio, and educate & motivate distributor sales organizations has a significant impact on:
Ü Sales results in the marketplace Ü The credibility, reputation and image of their people & brands.
Poor supplier sales meeting presentations are a common complaint by distributor management and salespeople as well.
On the other hand suppliers who are able to effectively communicate their distillery and brand story, and provide information that distributor salespeople can retain understand and use when talking with customers will have an edge.
Causes Poor Sales Meetings Effective Sales Meetings Ü
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Definition of Training
A planned process of interaction that results in an individual or group
gaining specific knowledge and skills.
Unprepared
Boring speaker, monotone
No participation/involvement
Poor visuals, terrible PowerPoint™
Too much information, not relevant
Engaging, participation, involvement
Effective speaker
Appropriate use of visuals
Organized, prepared
Useful, practical information
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GROUP COMMUNICATION GRID
The Characteristics of an Effective Trainer… 1. 2. 3. 4.
Key Principles of Learning 1. Small Steps 2. Reinforcement
Ü Repetition Ü Reward — two types
3. Active Participation
4. Application
Openness and warmth Organization Enthusiasm Indirectness
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GROUP COMMUNICATION & TRAINING PROCESS
Six-‐Step Group Communication Process 1. Establish Communication & Training Goals &
Objectives 2. Motivation
Ü Initial Ü Continuing
3. Communication Ü Information and Activity Organization ü Process Steps ü “Communication Wheel”
Ü Platform Speaking Skill ü Anxiety Issues ü M.V.G.
Ü Mix of Communication Techniques 4. Test comprehension 5. Practice — Three Criteria 6. Feedback — Process and Application
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STEP 1 — ESTABLISH COMMUNICATION & TRAINING GOALS & OBJECTIVES
1. Determine the key “take-‐aways” Ü What is the group to know, understand and be able to do as a result of
the sales meeting, presentation or training session? Ü Identify the S.T.A.R.s (“Something They (will-‐should) Always
Remember”)
2. Organize the content outline using the principles of information organization
3. “Less is More” Ü Minimize “filler” content Ü Allow time for interaction and discussion.
4. Avoid “going digital” too soon
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STEP 2 — MOTIVATION
A person’s motivation to learn and a manager’s motivation to train are prompted by different goals.
Why Train? Why Learn? Ü Ü Ü Ü Ü
Ü Ü Ü Ü
Two Types of Group Motivation — “Initial & Continuing” 1. Initial — get started, capture attention
Ü Purpose
Ü What Motivates?
ü ü ü ü
2. Continuing How can group interest and motivation be sustained?
Establish Relevance of topic to group What does group stands to gain PERSONALLY
from listening People learn for personal not company
reasons “Make a Promise”
Challenge Competition “Avoider” Failure Reinforce prior learning Desire to build relationships
Return on investment Sell more Motivate sales team Be competitive Retain employees
Earn more, increase income Better customer relationships Promotion, recognition Make job easier, get more done in less time
By participation and involvement — activities that change the pace of the presentation so group is not just listening to speaker. Learning itself is a key factor in sustaining group motivation. Did the speaker deliver what was promised in the initial motivation?
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STEP 3 — COMMUNICATION
The processes of management are implemented primarily through communication.
1. Effective Information and Activity Organization
+
2. Platform Speaking and Delivery Skills (MVG)
+
3. Appropriate Mix of Communication Techniques
=
Effective Group Communication
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THREE INFORMATION ORGANIZATION PRINCIPLES
Overview Ü Purpose
Ü Structure — two elements
Importance of Summarizing & When
1. Separate Complex Ideas into Simpler Component Parts.
2. Determine Logical Sequence and Segment Structure. 3. Provide: a. Overview of total program and each segment b. Presentation/details c. Summary for each segment and overall.
1. Focuses group on what is important 2. Provides big picture — mental framework, roadmap 3. Anticipation of what will be learned motivates 4. Build application anxiety (they may have to do it) 5. Is a personal statement of your organization
Ü Reinforcement ü Repetition ü Reward
Ü Test understanding – Step Four Ü Crystallize and clarify key points Ü Provide opportunity for questions Ü Reinforce initial motivation benefits Ü Provides transition
1. Key content 2. Activities
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ACTIVITY ORGANIZATION
he second aspect of organization that increases retention and understanding of the ideas, techniques, etc. presented at a sales
meeting and training session is to plan activities.
Pace = Rate at Which Ideas and Activities Are Introduced Types of Activities Ü Written participation Ü Quizzes Ü Group discussions Ü Case Studies Ü Projects – individual and group Ü Role-‐plays
Communication wheel “Bring It All Together”
T
Overview
Initial Motivation Summary
Details Content Activities
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COMMUNICATION WHEEL “BRING IT ALL TOGETHER”
Segment Motivator
Segment Overview
Segment Summary
Segment Summary
Segment Motivator
Segment Overview
Segment Overview Segment Motivator
Overview Initial Motivation Summary
3 1
2
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STEP 3 — COMMUNICATION
1. Effective Information and Activity Organization
+
2. Platform Speaking and Delivery Skills (MVG)
+
3. Appropriate Mix of Communication Techniques
=
Effective Group Communication
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SHARPENING PLATFORM SPEAKING AND DELIVERY SKILLS
Importance of Platform Speaking Skills 1. Builds self-‐confidence — fine-‐tunes verbal & non-‐verbal skills 2. A career asset — necessary dimension of leadership ability 3. Foundation of being able to “multiply yourself” 4. Enables a person to “make a difference” in business or community
Speakers Fear Tension and Anxiety
______% of all speakers experience some degree of anxiety or nervousness.
Hamilton 2008, Communicating for Results
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Group Communication is Amplification of One-‐On-‐One Communication.
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TIPS FOR DEALING WITH “STAGE FRIGHT”
ublic speaking skills can be acquired. All of us have the potential to live, relate and connect with each other better through public communication and
leadership. Confidence is one of the most powerful tools that you can have in order to be an effective public speaker. The very nature of public speaking is that it tends to be a group presentation situation. You can also apply public speaking skills to a one-‐to-‐one situation. The only difference is the size of your audience.
Techniques for Coping with Anxiety 1. View physiological excitement as positive, not negative – there is
little difference between excitement and fear. 2. Energetic Relaxation, have a natural, balanced posture. 3. Realize you don’t have to be “perfect” to be high impact. 4. Never tell the audience you are nervous. 5. Remember, you are not a good judge of how nervous you are. 6. Remember, “silence is a powerful persuader.”
P
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DEVELOP PLATFORM SPEAKING SKILLS
Movement
Voice
Gestures
— standing and moving with authority can be the difference between an outstanding or mediocre presentation.
Ü Attracts audience attention. Ü Dissipates nervous energy and relieves physical tension. Ü Enhances understanding of your message.
Energetic movement Ü Movement converts tension to energy. Ü Walking in silence is an act of assertion.
Pauses are effective for emphasis — silence can breed tension, or generate energy.
Ü Raise voice one level to demonstrate energy and emphasis. Amplify to a level suited to size of group. If a person’s voice is too loud at least they can be heard and might be considered "passionate!” However, if the voice is too soft, there will be a failure to effectively communicate to a number in the group.
Ü Slow down, people listen more slowly than we can talk.
Ü Clarify and support words and dramatize ideas. Ü Lend emphasis and vitality to words. Ü Stimulate audience participation.
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EVALUATE YOUR BODY’S SPOKEN IMAGE
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STEP 3 — COMMUNICATION
1. Effective Information and Activity Organization
+
2. Platform Speaking and Delivery Skills (MVG)
+
3. Appropriate Mix of Communication Techniques
=
Effective Group Communication
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FIVE COMMUNICATION TECHNIQUES
…of what we Read …of what we Hear …of what we See …of what we See and Hear …of what we Discuss With Others …of what we Experience Personally …of what we Teach Others 1. Direct Statements 2. Examples 3. Demonstrations 4. Visual Aids 5. Discussions
Direct Statements Are the Foundation Ü Where is an Example needed?
ü Establish or strengthen relevance ü Bring an idea to life ü Highlight a distributor or customer opportunity
Ü Where is a Demonstration needed? ü Provide an imitable model ü For group to see how to do it
Ü Where are Visual Aids needed? ü Emphasize key points ü Increase retention ü Facilitate understanding
Ü Where are Discussions needed? ü Change pace ü Learn what the group is thinking ü For productive collaboration
HIGH IMPACT!
10% 20% 30% 50% 70% 80% 90%
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COMMUNICATION TECHNIQUES
4. Visual Aids Purpose of Visual Aids Ü Control attention and manage focus Ü Facilitate understanding Ü Reinforce and emphasize key ideas
PowerPoint™ Projection
PowerPoint™ is NOT…
Ü ____________________________ Ü Intended to introduce __________ and _________________ to slide
information at the same time Ü A ________________________ for reams of text
ü No paragraphs, or worse, pages of text ü Too much information on slides overloads people’s cognitive systems
Ü A demonstration of ________________ _______________ — use animation, audio and video sparingly; avoid overuse of special effects.
Ü A _________________ for group communication & platform speaking skills.
Every Slide should have a _____________ – ________
A teleprompter Group speaker
platform
technical wizardry
substitute
therefore what
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POWERPOINT™ PROJECTION
Copy, Text & Font Recommendations Ü Use outline format — easier to follow and understand, no full paragraphs. Ü Avoid complete sentences, except for definitions and quotes. Ü Use photos and images — “picture worth a thousand words.” Ü Font size: 40 or larger for titles/headers, minimum 30 for copy— use bold
Ü Avoid gimmicky, decorative fonts unless there is a purpose (comic sans, marker felt, etc.).
Ü Use upper and lower case. Avoid ALL CAPS — OK for headers and to emphasize key words or phrases.
Ü Avoid all italics — OK for emphasis and quotations. Ü Don’t underline — cuts off letters with descending lines (p and g). Ü No “Eye Charts”
____x____ Guideline 6 6
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POWERPOINT™ SURVEY
Rating PowerPoint™ Annoying Elements 2013 2011 2009 The speaker read the slides to us _____% 73.8% 69.2%
Text so small I couldn’t read it _____% 51.6% 48.2%
Full sentences instead of bullet points _____% 48.1% 48.0%
Slides hard to see because of color choice _____% 34.0% 33.0%
Overly complex diagrams or charts _____% 28.8% 27.9%
No clear purpose _____%
Poor flow of ideas _____%
Source: Results from the “2013 Bi-‐annual Annoying PowerPoint Survey” by: Dave Paradi.
Spontaneous Flip Charts/Whiteboards
Ü Control focus through ___________________ _________________ Ü Record for later reference Ü Emphasize a point or idea Ü Show or compare relationships Ü Summarize Ü Provide recognition and encourage participation
Guidelines — Spontaneous Flip Charts/Whiteboards
Ü Always put a ____________________ on your chart Ü Use dark colors for copy, lighter colors for emphasis Ü To emphasize ideas use different colors,
underline and circle to draw attention Ü Post important pages on the wall Ü Make it legible — but not work of art Ü Abbreviate where possible
progressive disclosure
heading
72.0 50.6
48.4 25.8 30.8 22.1 21.0
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#5 DISCUSSIONS — FACILITATION SKILLS
5. Discussions Advantages Disadvantages
Time goes faster Could threaten Forces concentration May confuse simple issues Establishes credibility Get off-‐track Recognition/motivation Requires time
Four Methods for Directing Questions to the Group 1. Overhead
Ü Initiate involvement Ü Stimulate open discussion
2. Specific — Direct Ü Gain information from a particular person Ü Test understanding of an individual Ü Gain involvement from a specific participant
3. Referral Ü Have group make points Ü Maximize group involvement Ü Develops “depth” and quality of discussion
4. Reverse Ü Bring out opinions/concerns & help individuals to clarify Ü Develops “depth” and quality of discussion
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FOUR TYPES DISCUSSION & FACILITATION QUESTIONS
1. Discovery — broad, open-‐ended questions that encourage responses Ü Get information — ideas, opinions, experiences, situations Ü Stimulate discussion of how to achieve program objectives of plan
2. Developmental — “explanatory” and “justifying” questions expand depth of the discussion Ü Use to encourage elaboration and gain additional clarification Ü Learn logic or reasoning behind an idea
3. Closed — obtain a specific answer, validate a point or to check facts Ü Usually solicits very factual, specific answers Ü “So, you felt the program was a success…”
4. Clarifying — reflective listening to summarize or confirm understanding Ü “If I understand you correctly…” Ü “So what we (you) are saying is…”
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STEP 4 — TEST COMPREHENSION
Why Test Comprehension? Ü Participants check learning Ü Leader checks communication effectiveness Ü Reinforcement
ü Repetition ü Reward
Ü Provides opportunity for questions Ü Transition
STEP 5 — PRACTICE — Role Play Role-‐Plays Should be Done Correctly or Not at All!!!
Three Elements 1. Positioning
Ü Time to prepare Ü Buyers must be reasonable Ü Define objections in advance Ü The purpose is learning
2. Structure Ü Everybody does it
3. Evaluation Ü Everyone responsible for providing feedback Ü Provide feedback formats
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SALES PRESENTATION ROLE-‐PLAY FEEDBACK FORM
NAME: OPENING: QUESTIONING & ACTIVE LISTENING: STYLE RECOGNITION AND RESPONSE: PROPOSAL (use of features, benefits and evidence): HANDLING QUESTIONS, CONCERNS AND OBJECTIONS: CLOSE: STRENGTHS OPPORTUNITIES TO IMPROVE
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STEP 6 – FEEDBACK Feedback Process
Feedback Critique Do’s And Don’ts
DO Ü Be specific Ü Stress the positive Ü Start with strengths Ü Build confidence Ü Focus on priorities
DON’T Ü Be vague Ü Focus on the negative Ü Begin with mistakes Ü Make assumptions Ü Overwhelm
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BOB BROWN TRAINING PROGRAMS &
SALES MEETING PRESENTATION TOPICS
“Building Brands Through Distributors” Training designed to provide brewery, winery & distillery sales personnel the sales management processes & skills needed to effectively gain the support from distributor as well as understand how distributors are organized, operate and want to work with supplier sales personnel.
“Group Communications and Training” HOW TO CONDUCT EFFECTIVE DISTRIBUTOR SALES MEETINGS AND TRAINING The ability of a distiller to effectively present their portfolio, educate & motivate distributor sales organizations has a significant impact on sales results & the credibility, reputation and image of their people & brands. Suppliers learn platform speaking skills, how to motivate, organize information, use visual aids, such as PowerPoint™ & generate participation.
"Professional Selling and Merchandising Skills" A six-‐module Training on how to plan and make a sales call, deliver effective sales presentations, handle objections, sell displays & new on & off-‐premise distribution as well as effectively manage shelf space.
“Managing & Developing People” Leading edge training for sales managers on how to effectively plan, organize, direct and control sales personnel. Techniques and processes are provided on how to recruit & select, train, coach and deliver the motivation and leadership that produces high performance sales teams.
Key Account Selling & Category Management Understand how major chain accounts are organized and operate — primary retail sales and marketing goals. Learn the information key accounts want from salespeople and practical ideas on how to present to buyers. Obtain format to use on selling new distribution, displays and feature ads. Gain an understanding of concepts and application of category management.
The training & development programs described can be conducted by Sales Systems Development or provided to an in–house client trainer.
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NEW!!!! “PROFESSIONAL NEGOTIATION SKILLS”
Blended Online E-‐Learning Program
Ü Multi Media Video, Slide & Audio Instruction
Ü Your people learn at the time and pace of their choosing
Ü Low cost — no trainer fees or T&E Expense
Ü Participant Workbook Ü Bob Brown e-‐mail Support for Questions
& Clarification Ü Five hours of Training with 5 Modules & 4
Tests to Validate Learning Ü Certificate Upon Completion &
Communication to You or your learning management system (LMS)
Key Negotiation Content ü Increase results and ROI from distributor, customers & vendors ü The difference between selling and negotiating ü Behaviors and skills of effective negotiators ü The four-‐step negotiation process ü Five negotiation styles or approaches — including self assessment ü How to build “perceived value” vs. “price only” negotiating ü Seven concession management guidelines and techniques ü Eight “negotiating tactics” — how to recognize, use and counter ü Effective negotiation under pressure — handling the “give & take”
Cost $270 per participant. To participate in the program or learn more go to https://salessystems.digitalchalk.com, click “New Account” button to create an account, click the “catalog” tab, choose the course and pay with credit card. More information, go to http://www.salessystems.net.
Lower costs further, inquire for team and group rates at Sales Systems Development, Inc. – www.salessystems.net or email: [email protected]