Here’s a typical team selling situation: one salesperson has the relationship with the customer and the other person has the subject matter knowledge or technical expertise needed for the meeting.
The classic trap in situations like these is not functioning as a team in the meeting. Instead, it’s two people who happen to be selling in the same room at the same time. To avoid this trap, there are a couple of useful rules of the road for team calls.
Communicating who’s attending and why. It’s important the customer knows who will be attending the meeting and the purpose for the salesperson bringing other people to the meeting. Surprises are a bad idea when it comes to sales meetings.
Managing the call. The salesperson should assume the role of a call manager. The call manager opens the meeting, manages the agenda, brings other personnel into the conversation, and at the end of the meeting, summarizes and proposes the next steps. The more people you bring, the more important call management becomes.
Avoiding the talk-time trap. The research indicates that in successful calls the customer talks more than the salesperson. When team selling, it becomes particularly important to be aware of talk time because individual talk time is being replaced by team talk time. If each member of the team talks as much as they would if they were in the call alone, there will be no time left for the buyer.