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How to be Successful. Brian Forte. How to be Successful as a Mitchell 1 Rep. Get Organized Learn your Market Learn your Products Prepare to Succeed Work your Calendar Generate Referrals Measure your Progress. Determine which CRM system to use Sales Logic Microsoft Outlook - PowerPoint PPT Presentation
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How to be SuccessfulBrian ForteMitchell 1/Snap-on CONFIDENTIAL
How to be Successful as a Mitchell 1 RepGet OrganizedLearn your MarketLearn your ProductsPrepare to SucceedWork your CalendarGenerate ReferralsMeasure your Progress
1. Get OrganizedDetermine which CRM system to useSales Logic
Microsoft Outlook
Act by Sage
31. Get OrganizedCRM SYSTEMsSales LogicProvided by Mitchell 1 FREE !!!Evolving Product Designed for ISRsAccess from anywhere Internet is available including smart phones https://eslx.mitchell1.com/SlxClient/Login.aspx
41. Get OrganizedCRM SYSTEMs
Microsoft OutlookLimited TechnologyFunctional System but time consuming
51. Get OrganizedCRM SYSTEMsAct by Sage Complete SolutionIntegrates well with maps, google, Outlook, and E-Marketing SolutionsCreate and Save easily linked templates (Newsletters, Emails, Quotes)Data importer and exporter for easier lists (Excel lists)Save and Track Client history (including complete emails as Attachment)M-1 Goal to get Sales Logic (created by Sage) to this level of CRM
61. Get OrganizedCRM SYSTEMsAct by Sage Complete SolutionIntegrates well with maps, google, Outlook, and E-Marketing SolutionsCreate and Save easily linked templates (Newsletters, Emails, Quotes)Data importer and exporter for easier lists (Excel lists)Save and Track Client history (including complete emails as Attachment)M-1 Goal to get Sales Logic (created by Sage) to this level of CRM
72. Learn Your MarketResearch your Territory for Suspects
Sales Logic
Google SearchAuto Repair ShopsTruck Repair ShopsDealers (Used and New)Fleet ServiceTechnical Schools
Yellow Pages.com
Sales Genie
State Website
82. Learn Your MarketResearch your Territory for Suspects
Add all Suspects into your 1 CRM system.
Organize by Market (county and zip)
Map Suspects
92. Learn Your MarketResearch your Territory for Suspects
Add all Suspects into your 1 CRM system.Should have a minimum of 2500 per Territory
102. Learn Your MarketResearch your Territory for Suspects
2. Organize by Market (county and zip)
112. Learn Your MarketResearch your Territory for Suspects
3. Map Suspects
123. Learn Your ProductsManagement Estimating Repair - Marketing - Add-Ons
New Rep Training nrt120.com (veterans should review as well)
Product Training Videos
RepHelp.com
Manager Forum
Performance Center
RepairCert.com
134. Prepare to SucceedEntrepreneur Attitude
Set Goals
Dress for Success
Understand Budget
Understand Bonus Plan
144. Prepare to SucceedEntrepreneur Attitude
Believe you will Succeed (You have everything you need)
Knowledge will give you Confidence
This is YOUR Business (Not a JOB)
In Business for Yourself but not BY YOURSELF
Continuing Education (Books, CDs, Functions)
Your ATTITUDE will determine Your ALTITUDE
154. Prepare to SucceedSet GoalsGET SMARTWhen Setting GoalsSpecific
Measurable
Action Plan
Realistic
Time Specific
Sounds complicated, but it really isnt. Were here to help so Mitchell1 Training uses the system best known by the acronym SMART. The SMART system is simple and down-to-earth, and gets the job done. We are going to show you how this system applies to sales in particular.
Now, each goal must be divided so that it meets the following criteria: S is for specific. Effective goals are well defined and focused. M is for measurable. State your goals in such a way that you can measure your progress. Goals without a measurable outcome is like a sports competition without a score board. Numbers are an essential part of sales. Include numbers in your goals so you can be sure youre on track. When youre working toward a goal, you will also need a measurable feedback system to determine whether youre succeeding or need to make adjustments. Feedback, if its correctly done, can be very encouraging and motivating. As an ISC I used the ACT program to keep track of my sales activities, and doing this contributed greatly to my success. Again, you must keep close tabs on your progress and respond accordingly. Also, its important to include feedback from yourself. Feel-good when youve done well. And be aware that negative self talk is just as demotivating as negative comments are from other people. A is for action. When youre setting sales goals, be sure you develop them from a strategic plan to specific actions that can be performed and evaluated. However, often sales people confuse the plan with the execution. Goals without action plans are just pretty words. Effective goal setting means defining objectives in practical, measurable terms. Once you know where you want to go and you feel confident you have the means to get there, then you can put it into action.
R is for realistic. Be careful not to set your goals too low or too high because in either case youll get poor results. So, some analyses is necessary here when considering what is attainable for you and at the same time satisfies your Mitchell1 sales target. You also need to identify the resources, time, and funds youll need to attain them. T is for time specific. Whether your goal is to increase commissions by 20% or to add 50 new clients, choose a timeframe to accomplish your goals. Just be sure to give yourself a reasonable time frame for achieving your goal. Divide your goal into weekly, monthly, or quarterly increments that allow you to build on your momentum. This will produce measurable, attainable, and short term goals to pursue.
164. Prepare to SucceedDress for SuccessYou ONLY have 1 Chance for a GOOD FIRST IMPRESSION
Clean Shaven
Dress 1 level above Prospect
Represent Yourself
Represent Mitchell 1
174. Prepare to SucceedUnderstand Budget
Review Daily, Weekly & Monthly Goals every Day
Review your Budget Daily
Adjust your Actions as needed to Succeed
Dont neglect Renewals (could be as much as 40% of income)
184. Prepare to SucceedUnderstand Bonus Plan
Can Make up for 10% + of your Income
Target your Budget plus $4700.00 every month
Must be at 95% in Total Quarterly Budget to Qualify1 of 3 Targets @ 100% 2%2 of 3 Targets @ 100% 4%3 of 3 Targets @ 100% 6%
Bonus AcceleratorExceeds Quarterly Sales Volume by $3000-$9000 2%Exceeds Quarterly Sales Volume by $9001-$14000 4%Exceeds Quarterly Sales Volume by $14001 or greater 6%
195. Work your Calendar If you FAIL TO PLAN / You should PLAN TO FAIL
Schedule Phone Calls
Schedule 10 Cold Calls per Day
Schedule Follow Ups
Schedule Presentations (normally done on the go)
Schedule Manager Trainings (1 hour per week for 4 weeks after Install)
Schedule Current Client Goodwill Visits
Work Geographically (work zip codes when possible)
205. Work your Calendar If you FAIL TO PLAN / You should PLAN TO FAIL
215. Work your Calendar If you FAIL TO PLAN / You should PLAN TO FAIL
Schedule Phone Calls
Schedule Presentations
Schedule Partner Meetings and Ride-A long's
If you want a better closing rate NO PHONE FOLLOW-UPS
It is much easier for a Prospect to Say No over the Phone
225. Work your Calendar If you FAIL TO PLAN / You should PLAN TO FAIL
Schedule 10 Cold Calls per DaySchedule by Zip Codes
Use a map program to keep you efficient
235. Work your Calendar If you FAIL TO PLAN / You should PLAN TO FAIL
Schedule Follow Ups
Go Back and see Prospect
Overcome ObjectionsI know how you feel, I had felt the same way but this is what I found.
Ask 3 questionsDo you see how this tool will make you $$$ ?Do you see how this tool will save you time ?Do you want to join the 40% of the shops that use this tool ?
ASK FOR ORDER !Be prepared with Contract already done !Is there any reason for us not to get started and Schedule your Installation and Personalized Training ?
245. Work your Calendar If you FAIL TO PLAN / You should PLAN TO FAIL
Schedule Presentations
Know your calendar and be flexible to Schedule the $$ Making Appointments
Be Prepared to show all products at time of Appointment (Manager, Estimator, Repair, Social CRM & Bolt-On)
Show all whenever possible so that Prospect knows we have it when competition calls !
At Presentation ASK FOR ORDER3 Yes QuestionsASK FOR REFERRALsDont be afraid to tell prospect that you recently set up his competition down the street. (Fear that competition has more then him)
255. Work your Calendar If you FAIL TO PLAN / You should PLAN TO FAIL
Schedule Manager Trainings
1st Week Schedule 3 hours Installation and Training Basic work flow and set up Partner Credentials and set up 2 canned jobs.ASK for REFERRALs
2nd Week Schedule 1 hour Review Invoices and HistoryGo over reports Teach Part Kits and more Canned Jobs ASK for REFERRALs
3rd Week Schedule 1 hourVerify System KnowledgeASK for REFERRALs
4th Week Schedule 15 minutesASK for REFERRALs
265. Work your Calendar If you FAIL TO PLAN / You should PLAN TO FAIL
Schedule Current Client Goodwill Visits
Schedule 15 minute appointments
Give Support and talk about new products
Set Up with ProDemand and review with client
Validate everything going alright.
It is best to stop by at least once every 3 months
Shops will not buy if you only go by to SELL.
Renewals can count for as much as 40% of your income !
People Dont Care How Much You Know Until They Know How Much You Care !!!
276. Generate ReferralsCommunicate with Parts Partners ( OReilly, CARQUEST, Uni-Select )Have lunch with Outside Sales Reps and educate on our Products
Ride A long's with Parts Partners Schedule Parts Partners to Ride Along
Join ASA or other Auto Groups
Always ask Current Clients for Referral's (Offer Incentives)
Chamber of Commerce or Other Networking Groups
Set up Your Own Facebook Page
Send out Email Updates
287. Measure your Progress
297. Measure your Progress
30THANK YOU!!
REPAIRMANAGEMARKET