FINANCIAL INDUSTRY
IMPROVEMENT IN CRITICAL SALES SKILL #2: SALES CALL PLANNING
SALES CALL PLANNING is primarily focused on the salesperson’s knowledge and ability to plan sales calls that include a Commitment Objective. A Commitment Objective is a goal that salespeople set for themselves to gain an agreement from the customer that moves the sales process forward. Failure to do this is the most frequent mistake made by the salesperson.
REMARKABLE FINDINGS ABOUT SALES CALL PLANNING SKILLS IN THE FINANCIAL INDUSTRY
- A dramatic lift in this skill occurred in both Knowledge and Application because Financial Services lagged the Universe in Pre-Sales Training skills.
- The 171% improvement in the Application of Sales Call Planning skills demonstrates a significant hunger for improvement in the ability to plan sales calls.
Financial Services lagged the Universe in every pre-sales training category. Overall, they started 4 points behind the Universe in Knowledge and 5 points behind in Application. However, they had one of the highest percentage improvements of any industries in the study.