When
a customer walks into your office, don’t sell them the first product
that comes to mind. Sit them down and evaluate their needs, than sell
them the products that meet their needs.
I once worked with a guy in the banking industry, who was one of the
best at explaining the benefits and features of our products, the only
problem was, he was spending so much of his time explaining, but never
selling anything.
He never sold anything because he never took the time to get to know
what his customer’s needs were, therefore he was attempting to sell
them things that they didn’t really need.
Nobody will buy things that they don’t need.
This is why it is so very important to evaluate your customer.
Start off by making your customer as comfortable as you possibly can,
talk about non-business topics such as the weather, sports, or a
current event.
Once you and your customer have built a good enough report, start to
ask some questions so that you may evaluate your customer’s needs.
You can begin by finding out why your customer came into see you in the
first place. Find out what products they already have. Find out if they
already deal with one of your competitors. If so, find out all you can
about the products and services they have with your competitor, so that
you may compare products and fee’s. This is a perfect opportunity to
let your customer know how much better your products and services are
compared to your competitors.
Find out what it is they need and can afford, than sell them the products you believe to be ideal for their needs.
Once you have evaluated your customer, the chances of making a sale
will be very good, because you will now be offering your customer
something they need and can use, so they will most likely buy it.
The last thing a customer wants to hear about, is a bunch of stuff they
don’t need. They have a reason for coming into see you, so find out
what that reason is and do all you can to satisfy their needs.
Don’t waste your time trying to push off all of your products on them at once. This time can be better spent evaluating them.
Get to know your customer, evaluate their needs, than meet their needs with the appropriate products.
By evaluating your customer before you sell, you will find that the sales process will come much easier to you. Good luck.
This article may be reproduced by anyone at any time, as long as the
authors name and reference links are kept in tact and active.
Jay Conners has more than fifteen years of experience in the banking and Mortgage Industry, He is the owner of www.jconners.com, a mortgage resource site, he is also the owner of www.callprospect.com, a mortgage lead company.