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Calling On The CEO. I Know I Need To. But How?

December 21, 2007/in General Tips/by Bill Caskey

A study recently conducted by www.siriusdecisions.com in conjunction with the H.H. Gregg School of Sales at Ball State University, revealed (not surprisingly) that sales people, when calling on CEOs, are ill prepared.

And the CEOs don’t like it.

The report says 82% of the CEOs experience sales people who have not done their homework.

So Now What?
Good information. But if you’re a sales professional who “should be” calling on higher level contacts, exactly how do you do your research? The report didn’t talk about that, (most reports don’t tell you how to solve the problem) but I will.

Here are a few ideas:

  1. Web Research. I suggest you go to the company website but don’t just take what they say. Remember, a website is a brochure. Not too many websites talk about the pain the company is experiencing–and that, after all, is what you’re looking for. You can get a “lay of the land” of the businesses they’re in–and some of their objectives.
  2. Blog Research. What I’m doing more and more is going to blog.google.com and search there. Search on terms like “trends in the industry” or “company by name,” or even the contact himself/herself. You can get a lot of good information that way. And much of it is unfiltered by the company.
  3. Zoominfo.com This is a great site to learn more about the person you’re calling on–where he went to school–where she last worked–how he came up through the ranks. It gives you a sense of who this person is and how they have experienced the world. All great stuff if you’re going to be having a conversation with them.

The Bottom Line
Be careful that you don’t do so much research that you fail to ask questions because you think you know it all. I’ve seen that happen. Nothing is more annoying (not even an unprepared sales person) than one who thinks they have the answers before they ask the questions.

Get serious about your pursuit of the CEO’s pain and dreams. Then you can position your solution in a way that is meaningful for him.

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