The Personal Selling Process: A Comprehensive Guide

by | Feb 25, 2022

In the world of sales management, personal selling is a crucial component of the marketing mix. It’s a process of convincing a prospect or a customer to buy a product or a service, by building a relationship and establishing trust. Personal selling is often considered as the most effective way of creating a long-term relationship with customers.

In this blog, we will discuss the personal selling process, which is a seven-step approach that involves: prospecting and qualifying, pre-approach, approaching the prospect, sales presentation and demonstration, negotiating sales resistance or buyer objections, closing the sales, and follow-up and servicing the account.

Prospecting and Qualifying

The first step in the personal selling process is prospecting, which involves identifying potential customers who might be interested in the product or service. This can be done through various methods such as referrals, networking, cold calling, and lead generation. After identifying the prospects, the next step is to qualify them based on certain criteria such as their needs, budget, authority, and timeframe.

Pre-approach

Once the prospects have been identified and qualified, the salesperson should conduct research to learn more about them, their company, and their industry. This helps the salesperson prepare for the approach and tailor the sales pitch to the prospect’s specific needs and preferences.

Approaching the Prospect

The approach is the first face-to-face interaction between the salesperson and the prospect. The salesperson should make a good first impression, build rapport, and establish the prospect’s interest and needs. This can be done through a variety of methods, including a phone call, email, or in-person meeting.

Sales Presentation and Demonstration

The sales presentation and demonstration are the core of the personal selling process. The salesperson should use the knowledge gained in the pre-approach and approach stages to present the product or service in a way that is tailored to the prospect’s needs and preferences. This can include product demonstrations, case studies, testimonials, and other persuasive tactics.

Negotiating Sales Resistance or Buyer Objections

Even after a successful presentation, it’s common for prospects to raise objections or concerns. The salesperson should be prepared to handle these objections by acknowledging and addressing them, and providing additional information or evidence to support the product or service.

Closing the Sales

Once the objections have been handled and the prospect is convinced, the salesperson should ask for the sale. This can be done through a variety of methods, including trial closes, assumptive closes, and direct closes.

Follow up and Servicing the Account

The final step in the personal selling process is to follow up and service the account. This involves delivering the product or service, providing ongoing support, and building a long-term relationship with the customer. This step is crucial for creating customer loyalty and repeat business.

Conclusion

The personal selling process is a seven-step approach that involves prospecting and qualifying, pre-approach, approaching the prospect, sales presentation and demonstration, negotiating sales resistance or buyer objections, closing the sales, and follow-up and servicing the account. By following this process, salespeople can build relationships with prospects and customers, and ultimately increase sales and revenue.

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Sales Management

1 Sale Management: Role, Nature and Ethics

  1. Nature of Sales Management
  2. Evolution of Sales Management
  3. Role of Sales in Marketing Management
  4. Sales Management Formulation of Sales Strategy
  5. Managing ethics in sales environment

2 Diversity of Selling Situations

  1. The growing importance of personal selling
  2. Situations conducive to personal selling
  3. The changing role of Salespersons
  4. Types of personal selling
  5. Classification of personal selling approaches
  6. Diversity of selling situations
  7. Qualities and skills of an effective salesperson
  8. Nature of activities in Sales situations

3 Theories of Selling and Selling Process

  1. Personal Selling and Marketing Effort
  2. Difference between Advertising and Personal Selling
  3. Significance of Personal Selling
  4. Theories of Selling
  5. Personal Selling Process

4 Communication Skills

  1. How Communication works: The Process of Communication
  2. Communication Objectives
  3. Personal Selling: Definition Various Context of Communication
  4. Communication Skill Sets
  5. Verbal or Oral Communications
  6. Written Communication
  7. Non-verbal Communication
  8. Telecommunication
  9. Remote Communication

5 Negotiation Skills

  1. What is Negotiation
  2. Difference Between Selling and Negotiating
  3. The Negotiating Continuum
  4. Steps of Negotiation
  5. Negotiation Strategies
  6. Principles of Sales Negotiations

6 Merchandising and Managing Sales Displays

  1. Merchandising
  2. Visual Merchandising
  3. Meaning of sales display
  4. Objectives of Sales Displays
  5. Principles(Aesthetics) of Display
  6. Significance of Display
  7. Role of Sales Person in Visual Merchandising
  8. Store Design
  9. Types of Displays
  10. Managing Displays Effectively
  11. Training Retailers
  12. Motivating the Retailer

7 Recruitment, Selection and Training of the Sales Force

  1. Nature of the Sales Job
  2. Sales Job Analysis
  3. Introduction to Recruitment
  4. Recruitment Sources: Traditional and Contemporary
  5. Selection Process
  6. Selection Tools
  7. Training of the Sales Force: An Introduction
  8. Logic of Training
  9. Training Process
  10. Areas of Sales Training
  11. Process of Identifying Training Needs
  12. Methods of Identifying Training Needs
  13. Learning Styles
  14. Designing and Conducting the Programme
  15. Trainer’s Abilities
  16. Training Follow-Up and Future Course of Action

8 Compensation Management

  1. Direct Compensation
  2. Indirect Compensation
  3. Factors Influencing Compensation
  4. Sales Compensation Plan Design Criteria
  5. Why Change the Sales Compensation Plan?

9 Sales Leadership: Motivation, Coaching and Counselling

  1. Sales Leadership
  2. Pygmalion Effect: The Power of Expectations
  3. Salesforce Motivation
  4. Need-based Motivation
  5. Sales Coaching
  6. Sales Counselling

10 Evaluation of Salesforce and Monitoring

  1. Types of Evaluation Criteria
  2. Salespeople Evaluation: Fundamental Issues
  3. Setting Performance Norms and Comparison
  4. Salespeople Monitoring and Supervision
  5. Sales Reporting
  6. Action Assignments

11 Sales Planning, Forecasting and Budgeting

  1. Introduction: Meaning and Scope
  2. Sales Planning Process
  3. Product-wise Sales Planning
  4. Sales Programme Planning
  5. Planning Sales Manager’s Itinerary
  6. Sales Forecasting: Meaning, Purpose and Scope
  7. Qualitative Sales Forecasting
  8. Managing Sales Forecasts
  9. What to do When Sales Forecasts Differ?
  10. Sales Forecasting for New Products
  11. Meaning and Importance of Sales Budgeting
  12. Purpose of the Sales Budget
  13. Methods of Sales Budgeting
  14. Preparation of Sales Budget
  15. Budget Implementation and Establishment of Feedback Mechanism
  16. Flexibility in Budgeting

12 Territory Management and Sales Quotas

  1. Introduction to Territory Management: Need and Scope
  2. Territory Management: Meaning and Importance
  3. Why Sales Territories?
  4. Steps in Territory Planning
  5. Approaches to Territory Design
  6. Territory Coverage Planning
  7. Sales Territory Expense Planning
  8. Sales Quotas: An Overview
  9. Sales Quotas – Meaning and importance
  10. Why Quotas?
  11. How Quotas are set?
  12. Attributes of a Good Sales Quota Plan

13 Sales Organization

  1. Need for Sales Organisation
  2. Developing a Sales Organisation
  3. Centralisation vs. Decentralisation in Sales Organisation
  4. Basic Types of Organisational Structure
  5. Organisational Design
  6. Field Sales Organisation
  7. Sales Organization Design Based on Specialization
  8. Contemporary Organization Design
  9. Linkage of Organization Design to Territory Development
  10. Role of the Sales Executive

14 Sales Control, Analysis and Sales Audit

  1. Sales Control: An Introduction
  2. Sales Control: Meaning and Purpose
  3. Sales Control System
  4. Methods of Sales Control
  5. Methods of Controlling Sales Force
  6. Marketing Cost and Its Analysis
  7. Usefulness of Marketing Cost Analysis
  8. Sales Management Audit