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Example Sales Manager’s Coaching Report

Included in the Sales Manager’s Coaching Report are details of the candidates score on each of CPQ’s eight primary traits together with percentile scores on seven combination traits and 15 sales-specific traits.

A summary of the candidate’s behaviour is provided consistent with his/her score on each CPP primary scale. This is expressed in terms of both strengths and weaknesses and how these impact on job performance.

The Coaching Recommendations section provides specific tips and guidance on how to manage and motivate the test candidate in order to achieve the highest level of performance.

Summary Statement
Status, prestige, and other forms of public recognition motivate Mr. Bloggs. His need for feedback produces a motivation to collect casual relationships. As a result, he is a natural prospector who can "make a market" where none exists. Whether it's a brief encounter in a lift or a Chamber of Commerce evening function, he thrives on the opportunity to make new friends. His need for public recognition, however, can be a negative if he is required to work in a branch office or at home where such recognition and feedback are not readily available. Salespeople with this high "Sd" score thrive best in large offices where contests, league tables and newsletters can feed need to be noticed and recognised. When it comes to the sales presentation, Mr. Bloggs may have a tendency to spend too much time talking and too little time assessing the specific "hot button" or need that will motivate the prospect to buy. On the other hand, the social drive associated with this high score gives him the "gift to gab" and the versatility to adapt to any social situation, two necessary traits for sales personnel. These comments become less obvious as his "Sd" score approaches 61% (see above) and much more obvious as the "Sd" score approaches 100%.

Coaching Recommendations
Since he is naturally outgoing, it is important that the manager encourage Mr. Bloggs to join organisations that provide opportunities to network with potential customers. The manager should help him learn the difference between qualified and unqualified prospects, since it is his natural tendency to make friends without discerning their potential for purchasing his products/services. Without proper supervision in this area, he can be inefficient and ineffective. Any form of public recognition, especially the recognition that comes from competing against sales colleagues, both locally and nationally, easily motivates Mr. Bloggs. The sales manager should use periodic contests and award ceremonies to stimulate higher productivity. If he is in a small office, a detached office, or operating out of his home, it is important for the manager to bring him into a network of other salespeople through the use of either newsletters or electronic messaging. In larger offices, the manager may have to monitor the time Mr. Bloggs spends socialising with the other employees during work hours. This is especially true if this high social drive is coupled with a low sense of urgency as reflected by a low "Go" score (See previous pages to see if this last statement applies). The sales manager or supervisor should join him on at least 1-2 sales interviews per week to assess his effectiveness in the sales presentation. Watch for the telltale signs of an extended warm-up period where he spends too much time talking and not enough time listening. Is he trying too hard to be "liked" without establishing a professional presence in the interview? Is he spending so much time building rapport that little time is left to conduct a formal fact-finder? How effective is he when it comes to discovering the prospect's true buying motives? Does he occasionally bypass a closing opportunity because he is too busy making friends with the prospective buyer? It is important that the manager sits back and allows Mr. Bloggs an opportunity to learn from his mistakes and recognise how this high need for recognition can impede his productivity.

This advice is repeated for each of CPQ’s eight scales.

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