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The Pennsylvania State University The Graduate School Department of Learning and Performance Systems AN INITIAL COMPETENCY MODEL FOR SALES MANAGERS AT FIFTEEN B2B ORGANIZATIONS A Dissertation in Workforce Education and Development by Monica J. Favia Submitted in Partial Fulfillment of the Requirements for the Degree of Doctor of Philosophy May 2010

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Page 1: The Pennsylvania State University The Graduate School AN

The Pennsylvania State University

The Graduate School

Department of Learning and Performance Systems

AN INITIAL COMPETENCY MODEL FOR SALES

MANAGERS AT FIFTEEN B2B ORGANIZATIONS

A Dissertation in

Workforce Education and Development

by

Monica J. Favia

Submitted in Partial Fulfillment

of the Requirements

for the Degree of

Doctor of Philosophy

May 2010

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The dissertation of Monica J. Favia was reviewed and approved* by the following:

William J. Rothwell

Professor of Education

Dissertation Advisor

Chair of Committee

Wesley E. Donahue

Associate Professor of Management Development

Linda K. Trevino

Distinguished Professor of Organizational

Behavior & Ethics

Edgar P. Yoder

Professor of Agricultural and Extension Education

Richard A. Walter. Associate Professor of Education Professor-in-Charge of Workforce Education and Development,

*Signatures are on file in the Graduate School

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ABSTRACT

The purpose of the study was to develop an initial competency model

necessary for success in the sales manager‟s job in the business to business market.

The findings indicate that the initial competency model for sales managers has

thirty-two competencies and six competency clusters including, relationship

building, planning, monitoring, directing, evaluating and rewarding. The initial

competency model developed here gives support to the argument that sales is

moving from a transactional approach to a relationship approach. Therefore,

attention needs to be given to developing the relationship orientation skills of sales

managers. Relationships are being sought by both suppliers and customers as a

way of assuring a consistent, quality supply and future business. This is

evidenced by Trent (2005) writing from the buyers point of views who states, “A

diverse set of research shows relationships matter to the point where they can be a

source of competitive advantage,” (p. 54). Trent (2005) goes on to say,

“relationships matter because almost every industry is facing changes that make

suppliers a critical part of the firm‟s value chain,” (p. 55).

The findings indicate that coaching and ethical behaviors are of particular

importance to sales managers and care should be taken to fully develop these

competencies. This is particularly important in light of the study conducted by

Managing Training & Development, (2005) that found that respondents

cited the lack of such skills as the primary reason for a sales leadership failure. A

cross-functional mentoring program may be one method to develop coaching and

relationship building skills. Ethics training can be conducted in the traditional

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manner using case discussions and/or role-plays with ethical dilemmas. Promotion

criteria should also be restructured to reflect relationship skills, coaching and

ethical behavior.

Additional research should be conducted to confirm the initial model using

another method. Additional research should also be conducted to determine the

current contents of training programs for sales managers. Finally, research should

be undertaken to finally answer the question of do the best salespeople make good

sales managers.

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TABLE OF CONTENTS

Chapter Page

LIST OF FIGURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

LIST OF TABLES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x

1. INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Historic Perspective . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Background of the Problem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Statement of the Problem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Purpose of the Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Research Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Basic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Limitations of the Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Significance of the Research . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Definition of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Theoretical Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Organization of Subsequent Chapters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

2. REVIEW OF THE LITERATURE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Organization of the Chapter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Overview of Sales Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Competencies of Sales Managers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Sales Manager Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Industry/ Selling Situation Differences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Personality and Competencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

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Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

3. DESIGN AND METHODOLOGY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Organization of the Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

The Purpose of the Study. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Research Question . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Design of the Study. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Qualitative vs. Quantitative Design Choice . . . . . . . . . . . . . . . . . . . . . 49

Review of Research Designs Used to Examine Competencies . . . . . . 52

Conduct of the Study. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

The Sample . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Chapter Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

4. RESULTS AND DISCUSSION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

Organization of the Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

The Purpose of the Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Research Question . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Sales Manager Competencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Satisfaction Through Others . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Relationship Orientation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Coaching and Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Results Oriented . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85

Know When to Take Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Adaptability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

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Communication and Listening . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Empathy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Teamwork Oriented . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Other Competencies Consistent with Relationships . . . . . . . . . . . . . . . .95

Other Competencies Consistent with Planning . . . . . . . . . . . . . . . . . . . 97

Other Competencies Consistent with Rewarding . . . . . . . . . . . . . . . . . 100

Selling Situation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

5. SUMMARY, CONCLUSIONS, RECOMMENDATIONS . . . . . . . . . . . . . . . 112

Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Conclusions for Research Question . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Conclusions and Reflections not Reflected by Research Questions . . . . . . . . . 118

Implications for Practitioners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Recommendations for Future Research . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Summery and Conclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

References . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Appendix A: Interview Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142

Appendix B: Codes and Definitions Including

Number of References and Sources. . . . . . . . . . . . . . . . . . . . . . 144

Appendix C: Informed Consent Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Appendix D: Codes and Corresponding Data. . . . . . . . . . . . . . . . . . . . . . . . . 158

Appendix E: All Codes and Quotations. . . . . . . . . . . . . . . . . . . . . . . . . . . .229

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LIST OF FIGURES

FIGURE Page

Figure 1. “How sales leaders spend their time” . . . . . . . . . . . . . . . . . . . . . . . 20

Figure 2. “Steps in the Study Design” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

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LIST OF TABLES

TABLE Page

Table 1. Competencies of Managers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Table 2. Promotion Criteria for Sales Managers. . . . . . . . . . . . . . . . . . . . . . . .26

Table 3. Overlap of Competencies and Promotional

Criteria for Sales Managers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Table 4. Competency Development Framework for Sales Professionals . . . . 29

Table 5. Overlap of Competencies and Promotional Criteria

for Sales Managers and Competencies of Salespeople . . . . . . . . . . 32

Table 6. Contents of Training Programs . . . . . . . . . . . . . . . . . . . . . . . . . 34

Table 7. Overlap of Competencies; Promotional Criteria for Sales Managers

and Contents of Training Programs for Sales Managers. . . . . . . . . .37

Table 8. Top Ten Categories of Competencies Cited by Sources . . . . . . . . . 76

Table 9. Initial Competency Model for Sales Managers . . . . . . . . . . . . . . . . 103

Table 10. Competencies of Sales Managers and Contents

of Training Programs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103

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ACKNOWLEDGEMENTS

I would like to acknowledge all my committee members for their advice and

insights in conducting the research for my dissertation and the completion of the final

writing. In particular I would like to thank Drs. Rothwell and Yoder for their written

comments though the revision process.

I also would like to thank Dr. Anita Whiteford for her assistance in the design of

the study. Gratitude is also extended to my colleagues Drs. Laureen Powell, Joan Benek-

Riveria, and Steven Markell for their review of the final written paper and all their

suggestions.

I want to extend a special thank you to my husband, James D. Davis for his

support, love and understanding as I completed class work and this research project.

Last but not least, I‟d like to acknowledge the time all the participants in this study

extended to me. Without their cooperation it would not have been possible.

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Chapter 1

INTRODUCTION

Historic Perspective

Sales represents a company‟s very life blood, without the revenue

generated by sales a company cannot exist. The people responsible for generating

those sales are salespeople and indeed the majority of companies and researchers

recognize the critical nature of the job. More money is spent training salespeople

than any other job (Johnston and Marshall, 2006). Many firms spend between

$11,000 and $28,000 or more to train each new salesperson ( Dubinsky, Anderson

& Mehta, 1999). The text, Management of a Sales Force, 11th Ed. by Spiro,

Stanton and Rich (2003) citing Dartnell‘s 30th

Sales Force Compensation Survey,

reports that on average companies spend $7,079 per year to train newly hired

salespeople and $4,032 per year for ongoing training. Yet, the same text does not

discuss organizational training of sales managers. Researchers also recognize the

critical nature of the job and a considerable stream of research has focused on the

training of salespeople. For example a subject search of ABI-inform database

using the key words training salespeople as the subject key words results and 136

articles in scholarly journals. (For a thorough discussion of salesperson training

trends and research see Cron et al., 2005.) These salespeople are led and managed

by a sales manager, yet the same search using the subject key words training and

sales manager results in 32 documents. The sales manager is responsible for

handling the entire interface with the customer; motivating leading, and controlling

the sales force; and strategic planning among other responsibilities. Czinkota,

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Kotabe, and Mercer (1997) have written: "In many respects sales team

management has been a neglected element of management training, yet the sales

manager's responsibility-managing the entire interface with the customer-is

probably the most critical of all in terms of ultimate success for the organization"

(p.494). Yet given the importance of this position, most sales managers receive

little or no training, according to the most recent study on training sales managers.

Piercy, Cravens & Lane (2007) state that:

Importantly, the training of sales managers is too often neglected

in companies. Sales managers frequently comment that

they receive little or no training/development to assist them

in their management responsibilities (p. 23).

According to Anderson, Mehta and Strong (1997), 57% of their respondent sample

"indicated that their firms did not provide sales management training programs for

sales managers" (p.4). These findings are consistent with earlier studies. Indeed

According to Anderson, Mehta and Strong (2001), despite the importance of

training sales managers, past research is generally woefully inadequate with

respect to providing guidance in the design and implementation of sales manager

training programs. Sales organizations may well be left to their own devices when

seeking answers to the following key questions:

- What format should be used to deliver the training (e.g.

written material, on-the-job)?

- Where should the training be held (e.g. company facilities,

non-company facilities)?

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- Who should provide the training (e.g. line or staff personnel,

outside trainer)?

- What instructional method should be utilized (e.g. case

studies, role playing)?

- What should the content of the training program be (e.g.

topics on forecasting, budgeting)?

Answers to these questions are virtually non-existent (p. 27).

The purpose of this study is to define the content and competencies of the

sales manager‟s job as an important first step in answering the last question – What

should be the content of the training program.

Background of the Problem

Research focusing on sales managers and his/her performance and selection

is scarce. There has been some limited research looking at the traits or

characteristics related to sales manager selection from the perspective of the

salespeople (Dubinsky & Ingram, 1983) and from human resource managers

(Guest & Meric, 1989). While there are several textbooks written about sales

management there is little empirical work done exploring the nature of the sales

management job. Ingram et al., 2005; Anderson, Mehta & Stong 1997; Magrath,

1997; Anderson, 1996 all discuss the changes and challenges that face today‟s

organizations focused around an increasingly complex work environment, yet they

also point out that no empirical work done to determine just how this has affected

the sales manager‟s job. A simple search of Amazon.com returns many pages of

books about sales, selling, and how to sell. Search Amazon.com for sales

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management or sales managers and only two-or three pages are returned. Also as

stated earlier a subject search of ABI-inform database using the key words training

salespeople as the subject key words results and 136 articles in scholarly journals.

The same search using the subject key words training and sales manager results in

32 documents.

None of the previously mentioned studies attempts to determine if there

was a difference in the sales manager‟s job if the product was a consumer good, a

service or an industrial product or if the nature of the sale is transactional or

relationship-based. Only two studies have been done to determine if the

salesperson‟s job is different depending on the nature of the product. Dubinsky

and Rudelius (1980-81) determined that there was a difference between selling

industrial products and services. Deutscher, et al (1982) found that when

comparing industrial goods and consumer goods sales people in territory

management there was significant difference between the two in the use of

information and in planning. Additionally, Ingram, et al. (2005) suggest that as the

product offering becomes more complex and is adapted to the unique needs of

each customer, it may be that managers will no longer be able to effectively

manage the sales force due to a lack of technical competence and awareness of the

unique needs of each customer. This may be particularly true of certain

classifications of industrial products such as capital goods. One study, done by

Piercy, Cravens & Lane (2007) examined the relationship between salesperson

effectiveness and management control by the nature of the selling situation. The

selling situation itself may have an effect on the sales manager‟s job. In order to

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devise relevant training programs the nature of the sales manager‟s job must be

fully understood.

There has not been a recent comprehensive study done defining sales

managers‟ competencies, only Boyatzis (1982), Dubinsky and Ingram, (1983) and

Spencer and Spencer (1993) have done any work that attempts to define

competencies for sales managers. Boyatzis (1982) did an excellent study

examining the competencies of managers as a whole, but did not break-out the

different types of managers. According to Deeter-Schmelz, Goebe, & Kennedy,

(2001), “to accept these general competencies as significant for the role of sales

managers, one must infer that the salient characteristics of managers in general are

similar to the characteristics of sales managers, a notion that is not supported with

empirical evidence” (p. 230). Dubinsky and Ingram (1983) looked at important

qualifications and characteristics of first-line sales managers. Early studies such as

this often refer to characteristics of a successful individual in a particular job.

Boyatis (1982) states that the purpose of his study is “to determine which

characteristics of managers are related to superior performance…” Spencer and

Spencer (1993) using secondary data developed a short generic list of sales

manager competencies.

A study by Rothwell, Donahue & Park (2002) was done to determine the

competencies and training needs of salespeople. Their study used several sources

of data including; a survey, personal interviews, focus groups, a literature review

and personal experience (Rothwell, Donahue & Park, 2002). However, as is

obvious Rothwell, Donahue & Park‟s (2002) study examines the competencies of

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sales people not sales managers. In addition the Gulas Group, on its web site,

gulasgroup.com lists 21 core competencies of successful sales managers, however,

they do not specify, who collected the data nor how it was collected.

While there have been published studies on the competencies of managers

one problem exists, "It still remains the case that a precise and widely-accepted

definition of competencies continues to elude both those researching in the field

and the trainers themselves" (Jubb & Robotham, 1997, p.171). As Jubb and

Robotham (1997) said:

Although different meanings can be attached to the concept of

competence, this has not prevented these terms from being used

almost interchangeably. Does competence refer to identifiable

management skills, or is it related to a pattern or patterns of

effective behavior? The result being that one measure of

performance used with in a particular organization that is based

on competence, could relate to an entirely different concept to

that being used for performance measurement within another

organization (p. 171).

Indeed the problem still exists in the literature. Naquin and Holton (2006)

state that "competency represents the synthesis of a variety of skills, technologies,

and knowledge streams" (p. 146). Levenson et al (2006) say "Specifically,

'competencies' in this study refer to the observed competency level (beginning,

intermediate, advanced) that managers occupy as a result of a competency

evaluation system" (p. 361). Indeed Stewart and Hamlin (1992) said "There are too

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many definitions [of competence] to repeat them all here. What is clear from any

rational assessment is that confusion reigns" (p. 23). In Rosenbaum‟s (2000) study

of the emerging competencies of successful salespeople, the term competency was

not defined at all. In Draganidis and Mentas‟ (2006) review of competency

approaches they listed 12 different definitions of competency that have been used

in the literature. This presents a problem for the researcher trying to determine

what exactly has been found about managerial competencies.

As stated in later in this chapter for the purposes of this study competency

will be defined as the underlying characteristics of an individual including but not

limited to the knowledge and skills that contribute to an individual‟s ability to

perform a “specific job.” This definition draws on the work of Boyatzis (1982),

Klemp (1980) and Spencer and Spencer (1993). This definition was chosen

because it represents the definition of competency by those who have pioneered

the field.

Statement of the Problem

To remain competitive in an increasingly competitive market place sales

organizations rely on a top performing sales force. That sales force is managed by

a sales manager and his/her ability to guide that sales force will ultimately affect

the organization‟s revenue.

At present little is known about the changing nature of the sales manager‟s

job. While some work has been done to determine competencies of sales

managers, the research is dated and generic in nature.

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Purpose of the Study

The purpose of the study is to develop an initial competency model

necessary for success in the sales manager‟s job in the business to business market.

Research Question

In order to investigate the relationship of the sales manager‟s job content

and the content of training programs, the current study sought to answer the

following questions:

What are the minimum competencies for success in the sales manager‟s job in

the business to business market?

Basic Assumptions

In order to develop and initial competency model of sales managers in the

business to business market, it is assumed that qualitative methods using the

Behavioral Event Interview is the best method to capture what effective sales

managers believe to be the important competencies of the sales manager‟s job.

It is assumed that the population of sales managers will be diverse. Finally,

only sales managers who supervise a sales force that sells in the business to

business market will be studied.

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Limitations of the Study

The individuals chosen for the interviews are those who were identified by

peers and/or superiors as those who demonstrated superior performance, however,

the organizations chosen were the result of networking and convenience. As a

result it is possible that these organizations are not representative of organizations

as a whole. Therefore, it is possible that the data may not be comprehensive. In

addition it is possible that the individuals chosen by their peers and/or supervisors

may not objectively represent truly superior performers, but rather individuals

most like their peers and/or supervisors. The performance data that is reported is

self reported data and is subject to bias. In addition all participants were United

States citizens with limited to no international experience. As a result nothing can

be said about international sales managers. In addition participants came from

only three geographic areas in the United States.

The behavioral event interview relies on the memory of the interviewee,

which may be faulty or self-serving. Observations of the interviewee‟s job

behavior will not be conducted and therefore, it is not possible to verify the

interviewee‟s account of job behavior.

Since the purpose of this study is to develop an initial competency model

for sales managers in the business to business market the resulting model doe not

have measurement. In other words while the study does identify a tentative model

of competencies it does not identify which are the most important for success.

Measurement and confirmation of the model will be the purpose of another study

which is currently underway.

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Finally, the study has limited triangulation. According to Patton (2002),

“Triangulation is ideal. It can also be expensive. A study‟s limited budget and time

frame will affect the amount of triangulation that is practical,” (pg. 247). This

study uses only one method for collecting the data – participant interviews,

however a second coder was used to code the data and this represents

“triangulating investigators,” (Patton, 2002, p. 44). In addition peer debriefing was

also used as well as respondent validation, which according to Patton (2002)

increases the credibility and authenticity of qualitative research. A follow-up

study is underway which will collect quantitative data.

Generalizability of the study‟s results is severely limited since the sample

will consist of organizations though networking and participants named by

supervisors, peers, and/or performance metrics and the participants do not have

international experience. As a practical matter the results can only be generalized

to the organizations that are part of the study. Since these individuals may not be

representative of the larger population the validation results may also be biased.

This bias is a constraint of the study.

Significance of the Research

Research on sales managers and the nature of their jobs is practically non-

existent. Dubinsky, Anderson and Mehta (1999) call for additional conceptual

research focusing on the evolving role of the sales manager. Dubinsky, Anderson

and Mehta (1999) also believe that that research should also consider other factors

such as complexity of product line. Anderson, Mehta & Strong (1997) also call for

additional research on the diverse roles of sales managers. Dubinsky, Mehta and

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Anderson (2001) call for future studies investigating sales manager‟s training to

control for the effect of industry. Shepherd and Ridnour (1995) simply say that

more needs to be known about the sales management position and the individuals

who accept this role. Ingram et al. (2005) set out a research agenda and

specifically call for research to identify the skill set for successful sales managers;

what new skills do sales managers need to learn, and how does the increasingly

more complex sales environment affect the training of sales managers?

Further complicating the identification of researching the competencies

successful sales managers, a 2000 study by MOHR Development of 1,000

salespeople in 40 companies found that “salespeople in the top group (the upper

one-third of respondents) often work in ways that contradict the directives of many

managers,” (Rosenbaum, p. 11). The study found that successful salespeople

engage in behaviors that are at complete odds with what their sales managers want,

and may even go so far as to “hide what they are doing, even writing elaborate

reports that are total fabrications,” (Rosenbaum, p. 11). This presents the

researcher with the problem of attributing a sales team‟s success to the efforts of

the sales manager. Therefore, when a seemingly successful sales manager is

identified, is that sales manager‟s behavior the cause of the success or has he

succeeded in spite of himself?

Finally, according to Pelham (2006) citing Pettijohn, Pettijohn, and Taylor

1995, and Weitz and Bradford, 1999, “there is a growing understanding that

salespeople need to make a behavioral shift from pushing products/services to

consulting with their key customers, and that this shift cannot come about without

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structural changes in sales management programs,” (p. 39). In addition according

to Pelham (2006) citing Good 1993and Ingram, Schwepker, and Hutson 1992,

“there is a gap in the literature as to how to structure sales management programs

to influence consulting behaviors and skills” (p. 39). In order to design effective

training programs for sales managers the nature of the job must be understood

including what competencies are necessary.

Definition of Terms

Behavioral event interviewing – (BEI) “is a form of critical-incident interview in

which the respondent is asked to describe three incidents in which he or she felt

effective in the job and three incidents in which he or she felt ineffective in the

job,” (Boyatzis, 1982, p. 50).

Business to Business Marketing – The selling of goods and services to businesses,

government bodies, and institutions. This includes industrial products that are

used to form or facilitate the production process or to be used as components for

other goods and services ( Hutt & Speh, 2007). The American Marketing

Association dictionary defines business to business marketing as “A business that

markets its products or services to other businesses,” (American Marketing

Association Dictionary, n.d.)

Competency – Boyatzis (1982, p.21) citing Klemp (1980) defines competency as

“an underlying characteristic of a person which results in effective and/or superior

performance in a job.” Spencer and Spencer (1993) define it as "an underlying

characteristic of an individual that is causally related to criterion-referenced

effective and/or superior performance in a job or situation" (p.9). In this study

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competency will be defined as an underlying characteristics of an individual

including but not limited to the knowledge and skills that contribute to an

individual‟s ability to perform a “specific job.”

Effective job performance –“is the attainment of specific results required by the job

through specific actions while maintaining or being consistent with policies,

procedures, and conditions of the organization environment” (Boyatzis, 1982, p.

12).

Job demands – Includes both the general functional requirements and the various

roles (Boyatzis, 1982). “The role describes a set of activities and responsibilities

expected of a person in a management role” (Boyatzis, 1982, p. 17).

Leadership – “ the process whereby one individual influences other group

members toward the attainment of defined group or organizational goals”

(Greenberg & Baron, 1995, citing Yukel, 1989, p. 498).

Management – ―the process of using organizational resources to achieve

organizational objectives through planning, organizing and staffing, leading, and

controlling” (DuBrin, 2003, p. 2).

Sales management – “all activities, processes, and decisions involved in managing

the sales function in an organization” (Johnston and Marshall, 2006, p. 10).

Consumer product- “Product bought by final consumer for personal consumption”

(Kotler & Armstrong, 2001, p.295).

Industrial product – “Product bought by individuals and organizations for further

processing or for use in conducting a business” (Kotler & Armstrong, 2001,

p.297). Industrial products are further broken down into materials and parts

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including raw materials manufactured materials and parts; capital items including

installations such as buildings and accessory equipment such as factory and office

equipment; and supplies and services including operating, repair, and maintenance

items (Kotler & Armstrong, 2001).

Service product – “A form of product that consists of activities, benefits or

satisfactions offered for sale that are essentially intangible and do not result in

ownership of anything” (Kotler & Armstrong, 2001, p.295).

Relationship selling – “Salespeople who have adopted relationship selling work

hard to build and nourish long-term partnerships. They rely on a personal,

customized approach to each customer” (Manning Reece & Ahearne, 2010 p. 492).

Transactional Selling – “ A type of selling that most effectively matches the needs

of the value-conscious buyer who is primarily interested in price and convenience”

(Manning Reece & Ahearne, 2010 p. 493).

Theoretical Framework

Boyatzis (1982) in his landmark study, theorized that effective job

performance consisted of three interrelated elements: the job‟s demands, the

individual‟s competencies and the organizational environment. Boyatzis (1982)

envisioned the model to look like three intersecting circles with one circle

representing the individual‟s competencies; the second, the job‟s demands; and the

third, the organizational environment. The area that the three circles overlap

represents effective specific actions or behavior (Boyatzis, 1982). Boyatzis (1982)

further theorized that if any two of the components of the model are consistent,

there is an increased likelihood that effective performance will result. Specifically,

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Boyzatis (1982) believes that early in the manager‟s tenure on the job if job

demands and organizational environment are congruent someone without the

necessary competencies could be effective simply due to organizational procedures

and structure. In this context organization environment refers to the internal

environment of the organization as well as the external environment in which it

exists. Therefore, changes in either job demands or the internal or external

organization environment would likely result in ineffective performance if the

manager did not have the necessary competencies (Boyzatis, 1982). This is likely

to be the result because without the necessary competencies the manager would

not be capable of independently performing effectively. Boyzatis (1982) believes

that this would be the result since the manager could no longer rely on the structure

of the job and the environment to dictate correct behavior.

Boyatis‟ (1993) entire sample consisted of 2000 managers; he conducted

behavioral event interviews (BEI) with 253 managers. His performance measures

for these managers included work-output measures, supervisory nominations, and

supervisory ratings. He attempted to divide the sample into poor, average and

superior performers, however, in the private sector no one could be identified as a

poor performer. As a result Boyatis constructed a scale of 1 – 10 for performance

with 1 being low. A coding system was devised for the interviews and the

transcribed interviews were coded by two coders using the resulting coding

dictionary of 19 competencies. The interviews were coded for frequency of

occurrence of each of the 19 characteristics. Inter-rater reliability averaged 80

percent. The operational hypothesis was that superior or average performers

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would demonstrate more of the 19 competencies than poor performers (Boyatis,

1993).

Boyzatis‟ model of effective behavior has been chosen because in the

current dynamic and complex environment sales managers find themselves in, it is

critical to define both the job demands and needed competencies of sales

managers. According to Spencer and Spencer (1993), Boyzatis (1982), and

McClelland (1978) competencies and other generic characteristics can be

developed though specific training and education.

According to Spencer and Spencer (1993) the competencies of motive, trait

and self concept predict skill behavior and this then predicts job performance

outcomes. Spencer and Spencer (1993) believe that intent, which they define as

the motive or trait force is the cause of action toward an outcome. Therefore,

according to Spencer and Spencer (1993) intent along with behavior defines a

competency.

Spencer and Spencer (1993) used secondary data from more than 100

different researchers with 286 competency models. From this data they identified

760 different types of behaviors which were narrowed down to 360 behavioral

indicators that became part of the original dictionary (Spencer & Spencer, 1993).

All competency models were coded for behavioral indicators in the dictionary.

Using BEI data 286 competency models were entered in a data base. The sample

consisted of 187 U.S. studies and 98 international studies.

According to Burke and Day (1986), behavior-modeling training can

change behavior and result in as much as a .78 positive standard deviation shift in

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performance. Therefore, understanding both the job demands and the competencies

necessary for sales managers will facilitate improved training programs.

Spencer and Spencer‟s (1993) and Boyzatis‟ (1982) basic competency

model was extended by Cheng, Dainty & Moore (2005) citing Elkin (1990) who

posited that the job tasks and duties are micro competencies. These micro

competencies are job-focused and can be analyzed completely into a coherent set

of discrete elements (Cheng, Dainty & Moore, 2005). Cheng, Dainty and Moore

(2005) posit that many of the soft qualities such as creativity are not accounted for

by micro competencies. Therefore, according to Cheng, Dainty and Moore (2005)

to more fully understand managerial competencies it is necessary to look at macro

competencies as well. Macro competencies are person-focused and consider how

an individual deals effectively with non-routine and complex situations (Cheng,

Dainty & Moore, 2005).

Organization of Subsequent Chapters

A review of the relevant literature is presented in Chapter II. The major

areas of research and related literature germane to sales management training,

manager competencies and sales approach differences by industry are presented.

Chapter II closes with a concise summary that connects the streams of literature

presented.

Chapter III describes the design and methodology of the study. This

includes descriptions of the sample, the Behavioral Event Interviewing (BEI)

method, thematic analysis and the qualitative software package NVIVO. Also

presented are the specific steps followed in the study.

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Chapter IV discusses the results of the study and proposes an initial

competency model for sales managers. Finally, Chapter V discuses the study‟s

implications for practitioners, future research, summary and conclusions.

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Chapter 2

REVIEW OF THE LITERATURE

Organization of the Chapter

This chapter will examine the literature relevant to sales managers‟ jobs,

competencies, training and industry differences. It is divided into four major

divisions: 1) overview of sales management, 2) competencies of sales managers, 3)

sales manager training and 4) industry differences and/or differences in selling

situation. A summary is also provided.

Overview of Sales Management

A 1957 article entitled “Training future sales leaders” listed the five basic

functions of a sales manager as: “recruiting and selection of salesmen; training of

salesmen; supervision and control of salesmen; planning; and communications”

(Gustafson, 1957, p. 46). Contrast this quote with the following: “An excellent

sales manager today is one who motivates his salespeople and provides feedback

and suggestions on ways to improve performance, which lead to increasing sales.

Above all else, he needs to be a coach who can provide his salespeople with the

tools they need to succeed” (Keough, 2006, p. 9). According to Ingram et al.

(2005), the sales management process is also complicated by a number of trends

including “an increase in the complexity of the product offering caused by the

bundling of products and services, infusion of technology, shorter product life

cycles, and more adaptations to meet the specific needs of customers.

Collaboration with customers and with other units within the selling

organization is increasingly important for sales success” (p. 137). Customer focus

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is the driving force behind business today due to the intense level of competition

and customer demand. Clearly the role of the sales manager has changed shifting

from a monitoring and controlling function to a strategic planning and coaching

function. In addition the job of salesperson has evolved with technology

increasing the autonomy of the already independent salesperson (Shoemaker,

2003).

Yet at the same time this change in the role of the sales manager is

primarily based on anecdotal evidence. For example one text talks about the

trends in sales management stating that the basic trend is to lead more and manage

less (Ingram et al., 2006). This text goes on to specifically note the following

changes: “collaboration rather than control, coaching instead of criticism,

salesperson empowerment rather than domination, sharing information rather than

withholding it, and adapting to individual salespeople rather than treating everyone

the same” (Ingram et al., 2006). However, the original article this information is

based on is simply a discussion of anecdotal evidence, rather than empirical

evidence.

In addition salespeople often work in social, psychological, and physical

isolation as compared to other organizational employees. This increased autonomy

as well as the isolation of the salesperson has added additional complexity to the

job of the sales manager suggesting new leadership behaviors for sales managers.

According to Dubinsky and Ingram (1984) the sales manager‟s job is different than

other first line management jobs. “Sales managers often must motivate people at a

long distance, supervise personnel they see on an irregular basis, assume account

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responsibilities while directing sales subordinates, and conduct situation specific

performance appraisals “ (Dubinsky & Ingram, 1984) Rothwell and Donahue

(2002) confirm this trend stating that fewer salespeople spread out geographically

is one of the many external trends affecting sales professionals currently.

Twelve years after Dubinsky and Ingram (1984) another study enumerates

these environmental changes as rising customer expectations, globalization of

markets, demassification of domestic markets, sales force automation, virtual sales

offices, electronic sales channels, direct marketing alternatives, outsourcing of

sales functions, and a blending of the sales and marketing function (Anderson,

1996). One group of researchers questions whether this increased level of

complexity will result in sales managers no longer being able to provide task

structure and feedback (Ingram et al., 2005). If this is the case it may mean that in

certain situations sales managers may be superfluous and salespeople will be even

more self-managed and self directed.

According to the Occupational Outlook Handbook, a sales manager:

directs the firm‟s sales program. They assign territories, set goals

and establish training programs for sales representatives. Sales

managers advise sales representatives on ways to improve their sales

performance. In large, multi-product firms, they oversee regional and

local sales managers and their staffs. Sales managers maintain contact

with dealers and distributors. They analyze sales statistics gathered

by their staffs to determine sales potential and inventory requirements

and to monitor customers‟ preferences. (www.bls.gov/oco/ocos020.htm).

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A text on sales management defines sales management as a process

consisting of three interrelated sets of processes, the formulation of a sales

program, the implementation of the sales program and the evaluation and control

of the sales program (Johnston & Marshall, 2006). Another text on sales

management defines sales management simply as the management of the

organization‟s personal selling function (Ingram et al., 2006). This same text goes

on to say that “Sales managers are involved in both the strategy and people aspects

of personal selling as well as in evaluating and controlling personal selling

activities” (Ingram et al., 2006, p.3). A third text defines sales management as

“the attainment of sales force goals in an effective and efficient manner through

planning, staffing, training, leading and controlling organizational resources.”

(Futrell, 2001, p. 4). The third definition does not differ much from a general

definition of management, “the attainment of organizational goals in an effective

and efficient manner through planning, organizing, leading, and controlling

organizational resources” (Daft, 1997). This last definition also is essentially the

same as the 1957 definition quoted earlier. Therefore, none of the textbook

definitions of sales management define the competencies necessary of the sales

manager‟s job.

Typically texts on sales management include an introduction with a

definition of sales management, a summary of the personal selling process,

strategy, organizing the sales force, staffing the sales force, training and

developing the sales force, motivating the sales force, compensation and reward

systems, cost analysis, and evaluating salesperson performance. The following

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chart is the result of data that was collected in 1996 by Caliper, Inc. a human

resource consulting company in Princeton, N.J. and depicts how the typical sales

manager spends his/her time.

Figure 2. How Sales Leaders Spend Their Time (Brewer, 1997)

One of the interesting implications of this data is that sales managers still

spend 35% of their time selling. This raises a few questions. Do the data mean

that sales managers are unwilling or unable to let go of “making the sale” and fully

make the transition to management? Is this a result of the job not being clearly

defined? Do sales managers spend this large amount of time selling because their

organization requires it?

In addition to the previous responsibilities, according to David Kahle sales

managers must get to know their people (Kahle, Jan. 2005). This is accomplished

personally, through activities such as lunch with his/her salespeople and making

calls with the salespeople. The sales manager also acts as a liaison between the

sales force and the rest of the organization (Meyer, 1990) Sales managers are also

0%5%10%15%20%25%30%35%40%

Series1

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responsible for “managing compensation plans, recruiting, conducting effective

sales meetings and presentations” (Meyer, 1990, S11). Clearly the job of sales

manager requires a cadre of skills and abilities. How do organizations select sales

managers?

Sales managers are selected using the time-enshrined practice of selecting

from the ranks of the top salespeople (Meyer, 1990). However, there is agreement

that the attributes needed for effective sales management differ, or may even clash

with the skills necessary for effective salespeople (Anderson, Dubinsky & Mehta,

1999; Meyer, 1990; Dubinsky & Ingram, 1984). The result of this selection

process is that only three out of 10 sales managers are considered highly effective

by their subordinates, superiors, colleagues and their own self –assessments

(Meyer, 1990). The cover story of Sales & Marketing Management, 1995 claimed

that “Mad-as-hell salespeople are everywhere.” In that study, Royal (1995)

traveled the country for more than six months asking top salespeople, “What keeps

you from selling?” Salespeople were angry, angry with their sales managers,

voicing complaints such as: they were disorganized, they made capricious

decisions, they neglected motivation, they communicated poorly, they overlooked

comprehensive planning, and failed to provide leadership (Royal, 1995).

Dave Kahle says that, “its [sales management] an incredibly important and

difficult job. Unfortunately, it is often the most under-trained job in the entire

organization” (Kahle, Nov. 2005, p. 24). Sales managers are often left to figure it

out themselves and only small percentage ever do (Kahle, Nov. 2005). Finally,

Anderson, Mehta and Strong (1997) found that prior to their study over the

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previous thirty-two years only three studies focused on the training of sales

managers. Those studies were Adams, (1965); Coppett and Staples, (1980); and

Shepherd and Ridnour, (1995). An extensive database search of ABI Inform and

EBSCO Host revealed that no additional research has focused on the training of

sales managers although there are a number of articles published based on

anecdotal evidence. These studies all support the finding that in many instances

where sales managers are being trained, they are not being trained adequately and

in most instances they are not being formally trained at all. According to

Anderson, Dubinsky & Mehta (1999), more than half of firms failed to provide

managerial training for new sales managers and when training was provided at

least half the time it had more to do with the job of salesperson rather than sales

manager. Rothwell and Donahue (2002) also report that one of the trends

affecting sales professionals will be a trend toward training as baby boomers retire.

At the same time sales managers are often the primary trainers for sales people, yet

they seldom receive training themselves for their own jobs not to mention training

in how to train their own people.

Competencies of Sales Managers

No academic studies were found that specifically looked at identifying the

competencies of sales managers. Boyatzis (1982) did an extensive study of the

competencies of managers, but did not break out sales managers from the rest.

The alphabetical generic list of managerial competencies Boyatzis (1982) found is:

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Table 1. Competencies of Managers (Boyzatis, 1982, p. 62 - 177)

Accurate self-assessment Positive regard

Conceptualization Proactivity

Concern with close relationships Self-confidence

Concern with impact Self-control

Developing others Spontaneity

Diagnostic use of concepts Stamina and adaptability

Efficiency orientation Use of oral presentations

Logical Thought Use of socialized power

Managing group process Use of unilateral power

Perceptual objectivity

Spencer and Spencer (1993) using secondary data and the same framework

as Boyzatis found that the competencies of developing others and impact and

influence were more important for sales managers appearing twice as often as

opposed to managers in general. Secondarily, the competencies of interpersonal

understanding and customer service orientation were more frequent for sales

managers as opposed to managers in general (Spencer and Spencer, 1993). Spencer

and Spencer make no effort to distinguish competencies of sales managers that

may be dependent on the industry although they do recognize that sales people‟s

competencies differ depending on the nature of the sales situation (Spencer and

Spencer, 1993). Another issue is that the data that Spencer and Spencer use is

somewhat dated and changes have occurred in the sales profession. For example

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for the competency of relationship building for salespeople, Spencer and Spencer

(1993) say that it is less important to highly technical sales or consultative sales

situations. However, that is not consistent with the current approach which views

the salesperson in these situations as part of an in-house supply team and

relationships matter most (Trent, 2007; Marks, 2006; Weitz, Castleberry & Tanner,

2006). Rothwell and Donahue (2002) state that, shifts in demographics indicate

that organizations need to increase their ability to customize products and to meet

clients‟ individual needs. Determining the client‟s needs and gathering the

information necessary to customize the organization‟s offering is now the job of

the sales person. Presumably there have also been changes in the necessary

competencies for sales managers.

Dubinsky and Ingram (1983) developed a thirteen item survey of what they

termed as personality traits. This survey was sent to 176 senior level sales

executive asking them to identify what criteria they considered to be most

important to promote an individual to a sales manager. A response rate was not

reported. The survey was developed from an examination of relevant literature.

Of the thirteen items, the respondents identified eleven as important criteria for

promotion. There was a significant difference between the importance ratings for

aggressiveness and workaholic for sales executives in large firms as opposed to

small-firms. Sales executives in large firms believed more strongly that

aggressiveness is an important criteria, whereas, small company executives

believed that being a workaholic was more important. Those thirteen items in

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increasing order of importance from the perspective of small company executives

are:

Table 2. Promotion Criteria for Sales Managers (Dubinsky& Ingram, 1983, p. 21)

It can be seen that there is a degree of overlap between several of the

competencies that Boyzatis (1982) identified for managers in general and the

personality promotion criteria for sales manager identified by Dubinsky and

Ingram (1983). Both specifically include self-confidence. Other competencies or

criteria are similar on both lists; these include, proactivity and self-motivation,

stamina and adaptability, persistence, positive attitude and positive regard. Table

three demonstrates the overlap:

Workaholic Cooperativeness

Outspokenness Self-Confidence

Extrovertedness Positive Attitude

Aggressiveness Self Motivation

Creativity Dependability

Persistence Integrity

Emotional Maturity

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Table 3. Overlap of Competencies and Promotional Criteria for Sales Managers

Dubinsky, A.J. & Ingram, T.N.

(1983). Important first-line

management qualifications: What

sales executives think. Journal of

Personal Selling & Sales

Management, 18-25.

Boyatzis, R.A. (1982). The

Competent Manager: A Model for

Effective Performance. NY: John

Wiley & Sons.

Self-confidence Self-confidence

Emotional Maturity Self-control; accurate self-assessment

Persistence Stamina and adaptability

Integrity Perceptual objectivity

Aggressiveness Use of socialized power, use of

unilateral power

Creativity Diagnostic use of concepts,

conceptualization

Self-motivation Proactivity, spontaneity

The Gulas Group on its web site gulasgroup.com lists 21 core

competencies of successful sales managers, however, no information is given on

who collected the information, when it was collected, who the participants in the

sample were or how it was collected. The Gulas Group is an eleven-year old

Alabama based consulting firm. According to their web site, "The Gulas Group

provides proven and reliable assessments, coaching, training and development

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processes that provide significant and measurable improvements in performance

and a solid path toward achieving your goals"

(http://www.gulasgroup.com/about.shtml). Their 21 competencies are: has written

goals, follows written plan, has positive outlook, takes responsibility, strong self

confidence, supportive beliefs, controls emotions, doesn't need approval, post call

debriefing, pre-call strategizing, supportive buy cycle, holds sales people

accountable, effective recruiter, effective listening/questioning, early bonding and

rapport, effective motivator, grows salespeople, qualifies proposals and quotes,

gets commitments and decisions, strong desire for success, and commitment

(http://www.gulasgroup.com/about.shtml).

Frequently, as Meyer (1990) writes the best salespeople are promoted to

sales managers, so it is useful to examine the competencies of salespeople as well

as a guide to the competencies of sales managers. In Rothwell, Donahue and

Park's (2002) study they developed a set of three main categories of competencies

for salespeople with each having a subset of four categories. Below is a table

representing this framework:

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Table 4. Competency Development Framework for Sales Professionals (Rothwell,

Donahue and Park's 2002, p. xvii)

Knowledge of Self Knowledge of Products

and Services

Knowledge of Clients

and Business

Enhancing

interpersonal selling

skills and self

development

Establishing ongoing

client and stakeholder

information process

Forecasting, planning and

prospecting for clients

Managing client

communications

Identifying and

communicating product

features and benefits

Managing calls, time and

sales territory

Enhancing negotiation

and influencing skills

Establishing and

maintaining a competitive

analysis process

Providing Service and

managing client

relationships

Resolving sales and

interpersonal conflicts

and coping with change

Linking sales and

marketing strategies

Developing new products

and services and

managing projects

Note. Table 4 is from Creating a Competency In-House Sale Based Approach

Training and to Building Development Sales Ability Programs, by W. J. Rothwell,

W.E. Donahue, & J..E.Park, Westport, CT: Quorum Books. Copyright 2002 by

W. J. Rothwell, W.E. Donahue, & J. E.Park. Reprinted with permission.

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When comparing Table 4 with Table 3 some differences can be noted. For

example according to both Boyzatis (1982) and Spencer and Spencer (1993) the

competencies of developing others and impact and influence are important for

sales managers, but do not appear for salespeople. Managing group processes also

appears to be an important competency for sales managers, but does not appear to

fit into a competency category for salespeople. There is some overlap, for example

Rothwell, Donahue and Park's (2002) framework has a category of competencies:

managing client communications; this dovetails with oral presentations. While

there is some overlap there does seem to be more differences than similarities, yet

clearly the two jobs are related and this method of identifying competencies in

order to determine training needs is clearly appropriate. Indeed the proposed study

is the logical extension of Rothwell, Donahue and Park's (2002) study.

In 2000 at Genentech a study was conducted to determine the competencies

that were necessary for salespeople who were to be identified as candidates for a

management training program (McMaster, 2000). Five competencies were

identified: “planning and business organization skills; strategic implementation

skills, strategic implementation ability, human resources management; leadership

and team building; and professional commitment,” (McMaster, 2000. p. 90). The

study is limited since it was conducted at one company, a California-based biotech

company.

Kim and Hong, (2005) also identified the competencies of salespeople,

however, they only examined the competencies of salespeople in the

pharmaceutical industry in Korea. (A through discussion of the method used by

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Kim and Hong appears in chapter three.) Generalizability of their results is

therefore, limited. Kim and Hong (2005) used Spencer and Spencer's (1993)

iceberg model to show a relationship between competency and performance. First

Kim and Hong (2005) conducted BEIs to determine the competencies of

salespeople in the pharmaceutical industry. They identified 10 competencies that

were grouped into three dimensions (Kim & Hong, 2005). The three dimensions

were: motive and traits, self-concept and knowledge and skills (Kim & Hong,

2005). The 10 competencies were: impact and influencing, achievement

orientation, analytical thinking, initiative/persistence, flexibility, problem solving,

self- confidence, self-appraisals and continual learning, self-control and strategic

objectives (Kim & Hong, 2005). Comparing the Kim and Hong‟s (2005)

competencies of salespeople to both Dubinsky and Ingram‟s (1983) promotional

criteria for sales managers and Boyzatis‟ (1982) competencies of managers

considerable overlap can be observed as the Table 5 demonstrates:

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Table 5. Overlap of Competencies and Promotional Criteria for Sales Managers

and Competencies of Salespeople

Dubinsky, A.J. & Ingram,

T.N. (1983). Important

first-line management

qualifications: What

sales executives think.

Journal of Personal

Selling & Sales

Management, 18-25.

Boyatzis, R.A.

(1982). The

Competent

Manager: A Model

for Effective

Performance. NY:

John Wiley & Sons.

Kim, S. and Hong J.

(2005). The relationship

between salesperson

competencies and

performance in the

Korean pharmaceutical

industry. Management

Revue, 16(2), 259-270.

Self-confidence Self-confidence Self-confidence

Emotional Maturity Self-control; accurate

self-assessment

Self control, self

appraisals

Persistence Stamina/ adaptability Initiative/persistence

Integrity Perceptual objectivity

Aggressiveness Use of socialized &

unilateral power

Impact and influencing

Creativity Use of concepts,

conceptualization

Flexibility

Self-motivation Proactivity,

spontaneity

Achievement orientation

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Sales Manager Training

A look at the content of extant sales managers training programs may give

some insight into sales managers‟ competencies. Shepherd and Ridnour (1995)

surveyed sales training executives, specifically the membership of the National

Society of Sales Training Executives. All 114 members received a survey and

Shepherd and Ridnour achieved an 82% response rate. They found that the

training period for new sales managers varied from no training to 90 days of

training with an average of nine and one-half days (Shepherd & Ridnour, 1995).

The following table represents the contents of the training programs:

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Table 6. Contents of Training Programs (Shepherd & Ridnour, 1995, p. 69-73).

While Shepherd and Ridnour‟s (1995) study does yield some very useful

information on the content of training programs it is over ten years old and focused

on surveying sales training executives only. While these individuals clearly know

what the content of the training programs are, no sense of what sales managers

themselves believe is useful is provided. In addition no attempt is made to

Coaching Terminating

Territory planning Facility/Staff management

National account management Managing diversity

General account strategies Managing change

Competitive analysis Time management

Quota setting Transition to management

Forecasting Conducting meetings

Performance reviews Problem solving

Setting standards and goals Company orientation

Recruiting and selection Business ethics

Motivational skills Developing a business plan

Training techniques/ Skills Discrimination issues

Team building Sexual harassment

Psychological assessment Computer/Tech. Application

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correlate the content of the training programs with actual job content as defined by

sales managers. One interesting finding of the study is that the topic of coaching

was covered extensively by 28% of firms surveyed, covered moderately by 30%,

and covered slightly by 20% (Shepherd & Ridnour, 1995). Even more telling as

Shepherd and Ridnour (1995) conclude this indicates that 22% of firms in the

study did not cover coaching at all in their sales management training programs.

Yet, coaching was still the topic most frequently covered by sales management

training programs. The other main topics in order of frequency were setting goals

and standards, recruiting and selection, motivational skills, training

techniques/skills, managing change and time management. Will this be the

situation thirteen years later?

Anderson, Mehta, and Strong (1997) surveyed 600 sales managers

representing a wide cross section of sales managers asking them about whether or

not they had received training and if so what the characteristics of the training

program were. They obtained a 47.7% response rate in their study. In addition

sales managers were also asked about their perceptions of their sales management

training. Sales managers were not asked if they believed the topical coverage was

relevant to their jobs, nor were sales managers asked to describe the content of

their jobs. It is also interesting to note that the topic of coaching was not included

in this study.

Anderson, Mehta and Strong (1997) found that the topics most frequently

covered in sales management training programs in order of frequency were

motivating, goal setting for salespeople, leading sales people, training sales people,

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territory management, and time management. This contrasts with Shepherd &

Ridnour„s study which found that even though 22% of firms surveyed did not

cover coaching it was still the most frequent sales management specific topic

covered. Anderson, Mehta and Strong (1997) did not include the topic of coaching

in their survey. In terms of topic coverage of training programs for sales

managers with the exception of coaching it can be seen that there is a substantial

amount of overlap between the to studies, though the frequency order is different.

Pelham (2006) argues that despite the marketplace trend toward a global

marketplace with declining product differentiation “there is a lack of emphasis in

sales training and other sales management programs on consultative skills” (pg.

38). According to Chonko, Tanner and Weeks ( 1993), these skills include

problem solving skills and behaviors, adaptive selling skills, and customer

relationship building skills. These same researchers maintain that most sales

training still emphasizes product knowledge and selling techniques (Chonko,

Tanner & Weeks, 1993).

There is also some overlap with the two lists of criteria or competencies

and the content of training programs. Table seven illustrates this overlap:

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Table 7. Overlap of Competencies; Promotional Criteria for Sales Managers and

Contents of Training Programs for Sales Managers

Dubinsky, A.J. & Ingram,

T.N. (1983). Important

first-line management

qualifications: What sales

executives think. Journal

of Personal Selling &

Sales Management, 18-25.

Boyatzis, R.A.

(1982). The

Competent

Manager: A

Model for

Effective

Performance. NY:

John Wiley &

Sons

Shepherd, C.D. & Ridnour,

R.E. (1995). The training of

sales managers: An

exploratory study of sales

management training

practices. The Journal of

Personal Selling & Sales

Management, 15(1), 69-73.

Integrity Business ethics

Self-Motivation Motivational skills

Developing others Coaching, performance

reviews; setting standards and

goals; recruiting and selection

Managing group

process

Team building; conducting

meetings; managing diversity

Shepherd and Ridnour (1995) identified business ethics, as a topic

included in training programs and this is analogous to the criteria of integrity. The

training content of motivational skills and coaching would be associated with the

criteria/competency of developing others. The training topic of team building

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would be associated with the criteria/competency of managing group process.

While there does seem to be some overlap the three studies are not integrated in a

way so as to determine the degree of overlap.

Industry/Selling Situation Differences

Dubinsky and Rudelius, (1980/81) looked at selling techniques for

industrial products versus industrial services and concluded that there were

differences in way these two classifications of salespeople, approached the selling

process, therefore, it seems likely that the sales manager‟s jobs would also differ.

There has not been any empirical work done to ascertain if the content of a sales

manager‟s job is correlated to the nature of the product. In other words is the sales

manager‟s job different if the product is a consumer product, industrial service, or

industrial good (business to business products) and is there a difference between

classifications of industrial products. Also the research done to date has not

differentiated the content of sales manager‟s training programs based on the nature

of the product. Only two studies have been done comparing personal selling based

on the nature of the product.

Dubinsky and Rudelius, (1980/81) looked at selling techniques for

industrial products versus industrial services and concluded that there were

differences. They surveyed 79 industrial product sales people from 16 firms and 75

industrial service salespeople from 13 firms using a structured, fixed-alternative

non-disguised questionnaire. Participants were asked to rate how important various

selling methods were to successful selling in their industry. Spearman rank order

correlation was used to determine if service and product salespeople ranked the

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various methods differently in terms of their importance. A z-test was then used

for difference in proportions. They found statistically significant differences for

salespeople selling services, who seemed to focus on non-product related selling

techniques such as stressing personal assistance addressing the single obstacle to

buying, summarizing the benefits and focusing on the prospects emotions

(Dubinsky & Rudelius, 1980/81). Product salespeople on the other hand tend to

focus on the tangible aspects of the product (Dubinsky & Rudelius, 1980/81) They

engage in activities such as demonstrations, giving specialized advice or

installation and service help, and training customers how to use the product.

While this study did differentiate between industrial services and industrial

products, it did not differentiate between industrial products. The products

offerings included office equipment, computers, communication systems,

hardware equipment, environmental products, and paper goods and the data was

grouped together. Yet, the study importantly did find a statistical difference in the

way these two classifications of salespeople, approached the selling process,

therefore, it seems likely that the sales manager‟s jobs would also differ.

The second study by Deutscher et al., (1982) looked at how industrial

goods salespeople and consumer goods salespeople manage their territory.

Territory management is how salespeople manage their time and their companies‟

resources in order to meet specified goals. Deutscher et al., (1982) surveyed

members of the Commercial Travelers‟ Association of Canada an organization of

industrial salespeople. They received a response rate of 26.2 % with 221 consumer

goods and 177 industrial goods salespeople responding. Nothing was done to

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determine if nonresponders were different than responders. Deutscher et al. (1982)

found that there was no real difference in the way consumer goods salespeople and

industrial goods salespeople managed their territories.

However, in some of Deutscher et al.‟s (1982) subcategories there were

statistically significant differences. Specifically two components, attempts to

determine sales potential of prospects before the first call and the ongoing

generation and use of information about all account types, both potential and

existing customers had significantly higher scores for industrial salespeople

(Deutscher et al., 1982). Indicating that industrial salespeople spend time getting

to know their customers. Also in the planning category industrial salespeople were

more likely to have specific profit or share objectives and were more likely to

know the profit margin on each product sold (Deutscher et al., 1982). This is

likely due to the fact that industrial salespeople generally have products that are

designed to meet the unique needs of each customer. But this is only the case with

industrial goods that are classified capital expenditures or products that are

depreciable such as trucks, manufacturing equipment and installations; it is not the

case with MROs, maintenance, repair and operating supplies. MROs are industrial

products that like consumer products are used or consumed by the business.

Examples include cleaning supplies, parts, paper, or fuel. These products are

generally standardized and are considered industrial products only in the sense that

they are sold to industry. Salespeople who sell capital industrial goods are likely

to sell fewer and spend more time with a customer. Deutscher et al., (1982) do

not differentiate between these two types of industrial salespeople.

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In addition Deutscher et al. (1982) speculate that due to changes in the

market that there will be fewer consumer goods sales representatives and that they

will devote much more of their time calling on regional headquarters of business

rather than the individual stores. This job may end up looking more like the

industrial salesperson‟s job. Also the occupational outlook data does not bear out

part of this speculation, on the contrary it is expected that the job outlook for

salespeople is likely to grow faster than average through 2014 (Occupational

Outlook Handbook, 2006). Of course that data does not differentiate between

classifications of salespeople. Clearly since the job skills of the salesperson differ

depending on the product classification sold it seems likely that the job of the sales

manager should also differ depending on the nature of the product. Finally, both

of the studies that looked at comparing job of the salesperson using different

product classifications are over 20 years old, presumably changes have occurred.

With the increased global competition comes declining product

differentiation, therefore, Stevens (2002) argues that suppliers will find that

personal relationships and intimate customer knowledge could become the primary

point of differentiation. Business‟ appreciation of the financial importance of

customer retention is growing (Anderson, Fornell & Lehmann, 1994). The sales

force provides the ability to forge and maintain the customer relations that lead to

customer retention. Pelham‟s (2002) study found a significant relationship

between consulting-oriented sales training and sales growth.

Piercy, Cravens & Lane (2007) examined the relationship between

salesperson effectiveness and management control by the nature of the selling

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situation. Selling situations range from transactional selling approaches to

relationship selling, also referred to as collaborative situations. These different

situations “require different selling skills, from salespeople and different levels of

management control,” (Piercy, Cravens & Lane, 2007, p. 20).In general

collaborative relationships require expert selling skills and include some nonselling

skills such as in-depth product knowledge, delivery information and understanding

customer needs among others (Piercy, Cravens & Lane, 2007). Piercy, Cravens &

Lane (2007) defined management control as “monitoring, directing, evaluating,

and rewarding activities by sales managers,” (p. 20). Piercy, Cravens & Lane

(2007) adopted Babakus et al. (1996) scales to assess sales manager behavior

based control level and competencies. The scale used reflects Anderson and

Oliver‟s (1987) conceptualization of sales management control and not the result

of a directed effort to collect information about sales manager competencies. In

addition it is also possible that the competencies of sales managers is more

extensive than these four concepts, however, they do present a useful initial

framework. Piercy, Cravens & Lane (2007) defined the control concepts as

follows:

Monitoring includes making sales calls with salespeople,

reviewing feedback, and observing performance. Directing

includes coaching salespeople, providing on the-job training, and

helping salespeople develop their potential. Evaluating includes

considering sales results, sales presentation quality, and

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professional development of salespeople. Rewarding involves using

incentive compensation and nonfinancial incentives (p. 24).

Piercy, Cravens & Lane (2007) surveyed 300 field managers in British

companies involved in business to business selling. Using cluster analysis they

found that the level of control sales managers exerted did differ by the selling

situation. Sales managers who supervised salespeople engaged in relationship

selling reported the highest levels of behavior control (Piercy, Cravens & Lane,

2007). The level of sales manager‟s behavior control was considerably lower for

transactional selling (Piercy, Cravens & Lane, 2007).

Competencies and Personality

Finally, some consideration should to be given to the question of

competencies and personality. Some of the competencies cited in previous research

could be considered to be personality traits, for example aggressiveness, self-

confidence, persistence and self-motivation among others. Personality traits, in

particular the Big Five traits (extroversion, emotional stability, agreeableness,

openness to experience, conscientiousness) are considered to reach stability in

adulthood reaching a test-retest correlation of .64 at age 30 and plateau between

50 and 70 with correlations of .74 (Roberts & DelVecchio, 2000). At the same

time there is disagreement that the “level of reached stability is high enough to

conclude that personality change in adulthood is the exception rather than the rule”

(Rantanen, et al., 2007, p. 511). Barrick, and Mount‟s (1991) meta-analysis

resulted showed evidence for some validity of the Big Five as predictors of

performance in a variety of jobs. This represented a change from the previous

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position, represented by Guion and Gottier (1965) that personality measures were

not appropriate for making employment decisions. In an extensive review of

literature examining the relationship between personality measures and job

performance, Barrick, Mount and Judge (2001) examined the literature looking at

the relation between personality measures and job performance resulting in an

estimate of the observed personality-performance correlation of .06 or lower for

the Big Five dimensions.

The concept of personality as a predictor of job performance is important

because if some competencies represent personality traits they may not be

responsive to training. In this case many of the competences may serve a better

role as selection tools. However, the critics of personality as a predictor of

performance assert that “the correlations between measures of the Big Five

personality dimensions and measures of job performance are generally quite close

to zero; even Conscientiousness accounts for only a small percentage of variance

in job performance” (Murphy & Dziewecynski, 2005). On the other hand, Murphy

and Dziewecynski (2005) citing a large number of researchers assert that “ability

tests are among the most valid predictors of performance, whereas validity

estimates for personality measures are often distressingly close to zero” (p. 351).

Tracey, Sturman and Tews (2007) citing Hurtz and Donovan (2000) write, “People

might readily agree that those who are more achievement-oriented, hardworking,

and dependable are likely to be effective employees. Contrary to that belief,

conscientiousness has been shown to explain only seven percent of variance in

performance of many jobs – far less than general mental ability” (p.316). Tracey,

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Sturman and Tews (2007) in their study of 241 restaurant employees comparing

results on general metal ability (GMA) using the Woderlic Personnel Test, Form A

and conscientiousness using the twelve item scale that is part of the NEO Five-

Factor Personality Inventory Form S, found that the overall the correlation

between GMA and performance was .20 and the correlation between

conscientiousness and performance was .25. However, they found that for new

employees the correlation between GMA and performance was .37 and the

correlation for conscientiousness and performance was -.11. Therefore; for new

employees conscientiousness was not as good a predictor of performance as was

general mental ability. On the other hand for experienced employees the the

correlation between GMA and performance was .15 and the correlation for

conscientiousness and performance was .34. Tracey, Sturman and Tews (2007)

argue that this indicates that conscientiousness becomes more important at later

stages of employment. The question that Tracey, Sturman and Tews (2007) do not

answer in their study is how does this change happen? If personality is stable why

the difference? Tracey, Sturman and Tews (2007) do not give statistics concerning

what the turnover is for new employees, so we don‟t know if some Darwinian

selection process is taking place. The research in this area is still somewhat

unsettled, yet should be taken into consideration.

Chapter Summary

The sales manager‟s job has transitioned over the last several decades, yet

still remains one of the most under-trained jobs and least studied jobs in an

organization. While we do know something about the nature of the job; sales

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managers must assume a number of roles, including supervisor, coach, liaison with

management, and sales executive as well, we do not fully know the exact content

and competencies of the job, nor how they vary with industry. According to

Spencer and Spencer (1993) the competencies of developing others and impact and

influence were more important for sales managers appearing twice as often as

opposed to managers in general. Also according to Spencer and Spencer (1993)

the competencies of interpersonal understanding and customer service orientation

were more frequent for sales managers as opposed to managers in general.

We know something about the content of training programs for sales

managers. According to Shepherd and Ridnour (1995) coaching is the most

frequent topic covered in sales training programs. The other main topics in order of

frequency were setting goals and standards, recruiting and selection, motivational

skills, training techniques/skills, managing change and time management

(Shepherd and Ridnour, 1995). There is also evidence that there is a difference in

sales managers‟ skills and activities depending on the situation.

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Chapter 3

DESIGN AND METHODOLOGY

Organization of the Chapter

This chapter summarizes the design and methodology of the study. The

contents are a description of the study design, the research questions, the sample,

and the instruments used to gather the data. Other pertinent sections describe the

procedures used for the collection, treatment, and analysis of the data.

The Purpose of the Study

The purpose of the study is to develop an initial competency model necessary for

success in the sales manager‟s job in the business to business market.

Research Question

In order to investigate the relationship of the sales manager‟s job content

and the content of training programs, the current study sought to answer the

following questions:

What are the minimum competencies for success in the sales manager‟s job in

the business to business market?

Design of the Study

Qualitative vs. Quantitative Design Choice

The current inquiry used a qualitative design. Specifically, it was a pure

qualitative design. According to Patton, (2002) in a purely qualitative design the

participants for the study are determined entirely by the researcher, the researcher

finds a mutually convenient time to conduct in-depth interviews and/or

observations. The collected data were content analyzed to identify patterns of

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experiences and/or behavior. Qualitative research has been described as a

research study “that investigates the quality of relationships, activities, situations

or materials” (Fraenkel & Wallen, 2003, p. 430). According to Fraenkel and

Wallen (2003) this type of research differs in that there is a greater emphasis on

holistic description. Alternatively, Trochim, (2005) defines qualitative measures as

“data not recorded in numerical form” (Trochim, 2005, p. 119). There is agreement

among researchers that a qualitative design is appropriate when the researcher

seeks to develop a deep understanding of the issues, (Fraenkel & Wallen, 2003;

Trochim, 2005; Wiersma, 2000). Wiersma (2000) goes on to say that a qualitative

approach is appropriate when “phenomena in the world are perceived as a

somewhat loosely constructed model, one in which there is flexibility in

prediction, for example, and one which is not run in a mechanistic manner

according to a set of laws” (p. 199).

When a researcher uses a quantitative method the focus is on the measuring

instrument including the test items, survey questions, or any other possible

measurement tools (Patton, 2002). Quantitative research depends on careful

instrument construction so as to make sure the instrument measures what it is

supposed to measure (Patton, 2002). Here the responses of participants are fit into

the predetermined categories with assigned numbers (Patton, 2002). Researchers

using quantitative methods have predetermined knowledge of the phenomena of

interest and test to determine the extent to which the phenomena exist or how well

it is being developed (Fraenkel & Wallen, 2003). The advantage of the

quantitative approach is that it is possible to collect data from a great number of

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participants with a limited number of questions which facilitates comparison and

statistical aggregation of the data (Patton, 2002). Validity depends on careful

construction of the measuring instrument to ensure that it measures what it is

supposed to measure (Patton, 2002).

In contrast the qualitative method is used to study issues in depth and detail

(Patton, 2002). In a qualitative design, research is not constrained by

predetermined categories of analysis facilitating the depth, openness and detail of

qualitative research (Patton, 2002). The qualitative method seeks to discover new

phenomena and relationships. Typically the qualitative method focuses on small

samples, even single cases, which are “selected purposefully to permit inquiry into

and understanding of phenomenon in depth,” (Patton, 2002, p. 46). In qualitative

inquiry the instrument is the researcher, and the validity and credibility of the

research depends to a large extent on the skill and competence of the researcher

(Patton, 2002)

This study used a qualitative design, because while there is some

knowledge about the competencies of sales managers, it is dated and general. The

researcher was desirous of discovering what currently are the minimum

competencies for success as a sales manager. The researcher does have knowledge

of the sales manager‟s job since she has taught both sales management and

principles of selling for several years at the university level; however, extant

scholarly literature is silent concerning the evolution of the competencies of sales

managers, therefore, that knowledge gap was the impetus for this research. The

researcher recognized that a qualitative method was appropriate for this research

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since it was designed to discover new competencies and relationships. In addition

the researcher was comfortable using qualitative methods since she has taken

several graduate courses in qualitative methods and has previously conducted a

qualitative study.

Review of Research Designs Used to Examine Competencies

Since this study‟s purpose was to discover the minimum competencies

needed for success as a sales manager, it was deemed useful to review the design

of previously conducted competency studies of managers and salespeople, so as to

gain insight on designing this study. These types of jobs share some similarities

with the sales manager‟s job and therefore, a similar approach to studying the

competencies of sales managers would have validity. The designs of all of these

studies were reviewed as a means of developing a final design for this study.

Kim and Hong (2005) used a qualitative variation of Spencer and Spencer‟s

(1993) design for competency studies design to determine the competencies of

pharmaceutical salespeople in Korea. Spencer and Spencer‟s (1993) competency

study design consists of six steps: 1) define performance effectiveness criteria, 2)

identify a criterion sample, 3) collect data, 4) analyze data and develop a

competency model, 5) validate the competency model, and 6) prepare applications

of the model. Specifically, the steps in Spencer and Spencer‟s (1993) study had

the following characteristics:

Step One: Define performance effectiveness criteria - The best data here are hard

data like sales or profits, but supervisor and peer nominations may also be used

(Spencer & Spencer, 1993).

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Step Two: Identify criterion sample - Ideally this should consist of superior,

average and poor performers. However, identifying average performers presents

political difficulties and identifying poor performers is nearly impossible (Spencer

& Spencer, 1993). Often “supervisors insist that „there is no such thing as a bad

officer‟ that poor doctors don‟t work at this hospital‟ or they „fire people who

perform badly.‟ Sometimes its even difficult to get people to identify average

colleagues” (Spencer & Spencer, 1993, p. 96)

Step Three: Collect data - The choices here are the behavioral event interview

(BEI), panels, surveys, expert systems and observation (Spencer & Spencer, 1993).

Spencer and Spencer's 1993 study used data generated by the BEI.

Step Four: Analyze data and develop a competency model - Identify competencies

by identifying themes in the data. This process continues until two or more people

can read the same information and agree on it containing a competency. Finally, a

codebook is developed that describes the competencies predictive of job

performance (Spencer & Spencer, 1993).

Step Five: Validate the competency model - this is accomplished using a second

criterion sample and determine if the model predicts superior and average

performers in the second model. This can be accomplished through a second

round of BEIs to see if the competencies generated in the first round predict the

superior and average performers in the second round. Tests can also be used to

measure the competencies described in the competency model and used to

determine if the model predicts superior and average performers. Finally a training

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program can be designed around the competencies to determine if the training

results in superior performers (Spencer & Spencer, 1993).

Step Six: Prepare applications of the competency model - Possibilities include

selection, training, career planning, performance appraisal. and compensation

(Spencer & Spencer, 1993).

Kim and Hong developed a survey from the BEIs and distributed them to

salespeople from five organizations in the pharmaceutical industry in Korea. Kim

and Hong (2005) defined performance as the accomplishment ratio of the sales

goals and included a question to elicit self-report of this item. Kim and Hong found

a statistically significant relationship between motives and traits and self-concept

on human performance (Kim & Hong, 2005).

A hybrid approach was used by Cheng, Dainty and Moore (2005). The

purpose of Cheng, Dainty and Moore's (2005) study was to report on the

development of a new approach to manage the performance of key employees in

project-based organizations (2005) According to Cheng, Dainty and Moore (2005),

The research examined the competence and competency

requirements of the project manager role in the construction

industry, one of the most demanding project-based

industrial sectors. This offered a test bed to evaluate the

practical utility of a multi-faceted performance management

approach for key management occupations. Based on the

empirical evidence gathered, the paper explores whether

such a hybrid approach could define a new and more robust

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methodology for measuring and improving managers'

performance within the context of contemporary

organizations and business practices. (p. 381)

Cheng, Dainty and Moore (2005) citing Elkin (1990) consider the job tasks

and duties to be micro competencies. These micro competencies are job-focused

and can be synthesized completely into a coherent set of discrete elements (Cheng,

Dainty & Moore, 2005). Cheng, Dainty and Moore (2005) posit that many of the

soft qualities such as creativity are not accounted for by micro competencies.

Therefore, according to Cheng, Dainty and Moore (2005) to more fully understand

managerial competencies it is necessary to look at macro competencies as well.

Macro competencies are person-focused and consider how an individual deals

effectively with non-routine and complex situations (Cheng, Dainty & Moore,

2005). This approach views management as a creative activity and managers as

not only performers against external standards but also reflective actors (Cheng,

Dainty & Moore, 2005).

Cheng, Dainty & Moore (2005) argue that these two approaches are not

mutually exclusive but are potentially complementary. Therefore, in order to

develop a more holistic managerial framework it is necessary to have a clear

description of the work tasks managers should be competent at and what enables

them to complete those tasks effectively (Cheng, Dainty & Moore, 2005).

In order to assess both mico and macro competencies Cheng, Dainty & Moore

(2005)conducted behavioral event interviews (BEI) The resulting transcripts were

coded against the McBer Competency Dictionary (Spencer and Spencer, 1993) and

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those absent from the dictionary were extracted. The resulting model was

validated by assembling a panel of assessors familiar with the performance of a

criterion sample of 20 managers (Cheng, Dainty & Moore, 2005). The assessors

were asked to rate the competencies of the candidates using the developed model

to determine if the model predicted successful performance (Cheng, Dainty &

Moore 2005). The resulting data were statistically analyzed and "the resulting

full macro competency model was validated by a second criterion sample. The t-

test results show that superior managers were significantly higher than average

managers on the 12 distinguishing competencies previously identified" (Cheng,

Dainty & Moore, 2005, p. 389). Therefore this approach seems to generate a valid

list of competencies that can be empirically correlated to successful performance

outcomes.

Khandwalla ( 2004) in a study of competencies for senior manager roles used a

variation of the Spencer and Spencer (1993) method. Khandwalla (2004) asked a

sample of 25 managers to list the roles each played. Content analysis was

conducted of their responses (Khandwalla, 2004). From this analysis a list of 27

roles and 45 competencies were developed (Khandwalla, 2004). Using that data

two questionnaires were developed, one to measures how effectively the 27 roles

were played by senior and top level managers and the other to measure how strong

the managers were on each of the 45 competencies (Khandwalla, 2004). The

survey was given to 73 senior and top level managers attending workshops on

managerial styles and effectiveness (Khandwalla, 2004). Khandwalla (2004)

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found a significant correlation between many of the roles and the core

competencies.

According to Rothwell and Lindholm (1999) and Rothwell and Kazanas (1998)

there are currently five approaches used to study competencies in the United States

of America. These five approaches are: 1) The process-driven approach, 2) the

outputs- driven approach, 3) the invented approach, 4) the trends-driven approach,

and 5) the work responsibilities-driven approach. Each of these approaches shares

one common thread, the establishment of an expert panel of some sort. The chief

disadvantage of these approaches lies with the expert panel. First, such a panel

requires not only the identification of such experts but, more importantly, the

devotion of a sizable amount of time by those experts any where from a day to two

days. Finding a group of experts who would represent a cross-section of

industries and are willing to devote that amount of time would be difficult.

Second, while consensus is clearly enhanced with an expert panel, it is well known

that dissenting opinions may be suppressed, due to the subtle pressure to conform

to the majority opinion (McShane & Von Glinow, 2000). Since the purposes of

this study are to identify competencies of sales managers and determine if there is

a difference by industry suppression, of differing opinions will not generate

optimal results.

Draganidis and Mentzas, (2006) conducted a review of systems and

approaches to competency based management and determined that the most

commonly used research design in the development of a competency model used

the following steps:

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Step one: Creation of a competency systems team- Selection of team

responsible for overseeing the initiative.

Step two: Identification of performance metrics and validation sample –

Develop criteria to identify superior performers.

Step three: Development of a tentative competencies list – Development

of a preliminary list of competencies which serve as a basis for building

the model.

Step four: Definition of competencies and behavioral indicators –

Information is collected on what competencies are need to perform the jobs

in the model by conducting interviews, focus groups and/or surveys with

employees and managers.

Step five: Development of an initial competency model – An initial

competency model is developed using the information collected in the

previous step by performing quantitative analysis of the surveys and

content analysis of the themes contained in the interview and focus group

results.

Step six: Cross-check of initial model – Check accuracy of initial model by

conducting additional focus groups, interviews and surveys with employees

and managers.

Step seven: Model refinement – The same types of analysis used in step

five are used to refine the model.

Step eight: Validation of the model – Validation efforts begin with

converting the competencies to a questionnaire that can be used for rating

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individual effectiveness. The ratings on the competency questionnaire are

correlated to performance ratings to determine if each competency relates

to job performance.

Step nine: Finalize the model – Eliminate any competencies that do not

correlate with the performance measures to provide a validated model that

is linked to effective performance.

Conduct of the Study

The design chosen was presented by Draganidis and Mentzas, (2006) as the

most commonly used design in competency research, and therefore; was deemed

to be the best design for this study. The design is also similar to the design used by

Kin and Hong (2005). Since the goal of this study was to develop an initial

competency model it used steps one through five of the above process as

delineated by Draganidis and Mentzas (2006). In addition in order to improve

credibility, the study‟s design was peer-reviewed by Dr. Anita Whiteford, a faculty

member at The Pennsylvania College of Technology, who is familiar with

qualitative methods and has also conducted a qualitative study. Many of her

suggestions have been incorporated in this study.

According to Patton, (2002) “There are no rules for sample size in

qualitative inquiry. Sample size depends on what you want to know, the purpose of

the inquiry, what‟s at stake, what will be useful, what will have credibility, and

what can be done with available resources,” (p. 244). Specifically, since the

purpose of this research was to develop an initial competency model, fewer

interviews were conducted. In addition this was justified based on the criterion of

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saturation of information. This refers to a point in the study where the same

information is being reported to the interviewer (Douglas, 1985; Lincoln & Guba,

1985 ) Douglas posits that this begins to happen at around 25 participants

(Douglas, 1985).

Since the goal of this study was to develop an initial competency model for

sales managers only steps one through five were conducted. Since the study‟s

purpose was to develop an initial competency model steps six through nine were

not performed, this includes specifically, step six: cross-check of initial model –

check accuracy of initial model by conducting additional focus groups, interviews

and surveys with employees and managers. Steps six through nine reflect the

purpose of future research which is already underway. However, in an effort to

improve accuracy and credibility participants were asked to review the resulting

transcripts for accuracy.

Before the study commenced permission was sought and received from the

university‟s human subjects review board. Figure three pictorially illustrates the

steps in the design of the study. A comprehensive discussion of each step follows

below the flowchart.

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Step One:

Creation of a

Competency

Systems Team

Step Two:

Identification of

Performance

Metrics and

Validation

Sample

Step Three:

Development of a

Tentative

Competencies

List

Step Four:

Definition of

Competencies and

Behavioral

Indicators

Step Five:

Development of an

Initial Competency

Model

Figure 2: Steps in the Study Design

Step one: Creation of a competency systems team: There was one researcher

conducting the BEIs and a graduate assistant was also trained to code the resulting

interviews to provide inter-rater reliability.

Step two: Identification of performance metrics and validation sample: Job

effectiveness criteria are used to identify superior performers as compared to

average or poor performers (Spencer & Spencer, 1993). Nominations by

superiors, peers, and customers were used to identify job effectiveness criteria.

While hard criteria such as profit figures is more desirable, nominations by

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superiors is acceptable according to Spencer and Spencer (1993). Data were also

collected indicating performance effectiveness such as ranking in sales goals for

territory and organizational awards. The data were collected over a six month

period in 2009 this prolonged collection of data over time served to improve the

credibility of the study. However, the recession of 2009 is widely regarded as the

worst since the Great Depression. According to Alan S. Blinder (2009), of The

Wall Street Journal:

Economic conditions are dreadful at the bottom of a

deep recession. Jobs are scarce. Layoffs abound. Businesses

scramble for penurious customers. Companies go bankrupt.

Banks suffer loan losses. Tax receipts plunge, ballooning

government deficits. All this and more is happening right now,

in what looks to be this country‟s worst recession since 1938. At

such a deep bottom few people have a reason to smile. (July

24, 2009, p. A 15).

It can be argued that any sales manager who is having positive results in

such an economy and is still employed is successful. In addition, according to

Spencer and Spencer (1993) the identification of poor performers is “politically

impossible.” According to Spencer and Spencer (1993, p. 97) an acceptable non-

statistical small sample should include two superior performers for every 1.5

average performers. Since the main purpose the study was to generate an initial

competency model a small sample was deemed acceptable by the researcher.

Also, as stated above according to Douglas (1985) saturation of information

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typically takes place at around 25 participants. In addition, Cheng, Dainty &

Moore's (2005) study used 20 participants and yielded positive results. Also

Khandwalla (2004) used a sample of 25 managers.

Using this formulation in this study, 22 sales managers were interviewed

using the interview protocol in Appendix A. In an effort to improve transferability

these sales managers belonged to 15 companies and represented a wide array of

companies, including various industrial products, consumer goods, services,

publishing, and pharmaceutical companies.

Step three: Development of a tentative competencies list: Using the literature

review a beginning set of competencies was developed to use in later coding of the

interviews. According to Boyatzis, (1998) this is an appropriate method for initial

development of codes. “In the first step, the themes are generated from reading

and contemplating the theory, prior research findings, and/or codes used in

previous research,” (p. 36). Each competency or code was given a label and

defined.

Step four: Definition of competencies and behavioral indicators – This step was

accomplished using Spencer and Spencer‟s (1993) Behavioral Event Interview

(BEI). According to Spencer and Spencer (1993) the BEI is the heart of the job

competency assessment process, since it provides the richest data about

competencies. According to Boyatzis (1982) “the format for the interview is

similar to a journalistic inquiry,” (p. 50). Since the researcher in this study was

trained in journalistic inquiry as part of her undergraduate degree in journalism the

method was well suited to her abilities. The interview questions used in the BEI

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are open ended questions. According to Patton (1987), “The purpose of gathering

responses to open-ended questions is to permit the evaluator to understand and

capture the perspective of program participants without predetermining their

perspective through prior selection of questionnaire categories,” (p. 11).

The interviews conducted followed Spencer and Spencer‟s (1993) five step outline

for conducting behavioral event interviews. The five steps are as follows:

1. Introduction and Explanation – Introduce yourself and explain the

purpose and format of the interview.

2. Job Responsibilities – Getting the interviewee to describe his or

her most important job tasks and responsibilities.

3. Behavioral Events – Asking the interviewee to describe, in detail,

the five or six most important situations he or she has experienced

in the job – two or three “high points” or major successes, and

two or three “low points” or key failures.

4. Characteristics Needed to Do the Job - Asking the interviewee

to describe what he or she thinks it takes for someone to do the

job effectively.

5. Conclusion and Summary – Thanking the interviewee for his or

her time and summarizing key incidents and findings from

the interview (Spencer and Spencer, 1993, p. 119).

The BEI is consistent with the interview approach identified by Patton

(2002) as the standardized open-ended interview. With this approach the interview

questions are carefully and fully worded before the interview (Patton, 2002). The

interview protocol in this study followed Spencer and Spencer‟s (1993) five steps.

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(The interview protocol is contained in Appendix A) According to Patton (2002),

sthe data collected are still open-ended, “ …in the sense that the respondent

supplies his or her own words, thoughts, and insights in answering the questions,

but the precise wording of the questions is determined ahead of time,” (p. 346).

The standardized open-ended interview has a number of advantages:

1. The exact instrument used in the evaluation is available for

inspection by those who will use the findings of the study.

2. Variation among interviewers can be minimized where a

number of different interviewers must be used.

3. The interview is highly focused so that interviewee time is

used efficiently.

4. Analysis is facilitated by making responses easy to find and

compare (Patton, 2002, p. 346).

The use of the BEI, which is a standardized open-ended interview, greatly

improves the dependability of the study since the BEI has been used in numerous

competency studies. Since the BEI has a standardized open-ended interview

structure it reduces variation among interviews. According to Patton (2002), the

standardized open-ended interview increases legitimacy and credibility for

qualitative data.

The interviews were conducted either on the telephone or face-to-face

depending on the preferences of the participant. Interviews lasted between thirty

minutes and one hour. The interviews were digitally recorded and downloaded

onto a computer. Participants were assured that neither they nor their companies

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would be identified in the final product. In order to preserve confidentiality,

participants were asked to try to refrain from referring to their company or

customer companies by name, but rather to refer to them as “my company” and/or

company A, B. etc. In the event that a participant inadvertently used a company

name it has been deleted from the final product. The resulting recordings and

transcripts were labeled with only a number. In addition at the beginning of the

interview participants were informed that they were being recorded and asked if

they consented to the recording. When appropriate the researcher asked additional

probing questions such as: “Explain what you mean by . . .? “; “Ok, so how would

you define success for a sales manager?” and “Can you be more specific?”

According to Patton (2002), additional probing questions when necessary are

acceptable when planned out in advance.

In an effort to improve credibility resulting transcripts were emailed to

participants to ask for corrections and/or additions. None of the participants

indicated any changes.

Step five: Development of an initial competency model

An initial codebook of competencies was developed using the relevant

literature for possible competencies. “A codebook is the compilation or integration

of a number of codes in a study,” (Boyatzis, p. 161). Interviews were transcribed

and analyzed for themes and concepts using thematic analysis. In addition the

participants were sent the transcripts to determine if any changes were necessary.

No changes were made to transcripts. The interviews were transcribed word for

word, because according to Boyatzis, (1998) the person‟s own words often results

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in more “sensitive” raw data. Spencer and Spencer (1993) used thematic analysis.

According to Sayre, (2001) "thematic analysis is a way of seeing by perceiving a

pattern or theme in seemingly random information. Thematic analysis is a process

of coding; a theme is pattern found in the information to organize and interpret it"

(p. 211-212). Boyatzis (1998) described thematic analysis as a multistep

procedure that can be performed inductively or deductively. According to Boyatzis

(1998) a theme is “a pattern found in the information that at a minimum describes

and organizes the possible observations or at a maximum interprets aspects of the

phenomenon. A theme may be identified at the manifest level or at the latent

level,” (p. 161). A code may be a list of themes or a complex model with themes

(Boyatzis, 1998).

It is similar to open coding and axial coding in content analysis. Thomas

(2003, p. 218 ) citing Barelson (1954) defined content analysis as "a research

technique for the objective, systematic and quantitative description of the manifest

content of communication." Thomas (2003) states "open coding entails the

categorization of raw data [and] axial coding identifies concepts that link the main

categories obtained from open coding" (p. 218).

According to Boyatzis (1998) there are “two „thematic analysis‟ methods

used to identify competencies in BEI data: (1) coding interview transcripts for

known competencies, using the competency dictionary, and (2) conceptualizing

new competency themes from interview narratives,” (p. 135)

Specifically, in this study a competency dictionary was initially developed

using the existing literature as a starting point. Using the existing literature about

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sales manager competencies and/or promotion criteria, a list of competencies was

developed. These competencies became the starting point for the codes and

become the basis of the initial coding dictionary. According to Boyatzis (1998) a

code begins with a label and a definition of what the theme concerns. Therefore,

each competency or code was labeled and defined. (See Appendix B for codes and

definitions)

Analysis began once 18 interviews were transcribed. The primary

researcher began the process by reading each transcript to refresh the researcher‟s

memory about who the participant was and the content of the interview. The

transcript was then reread and themes and concepts were coded by the primary

researcher using the coding dictionary. When coding, any competency that was

recognized from the coding dictionary was coded. When new themes arose in the

data that represented new competencies, these were labeled, defined and added to

the coding dictionary. The analysis of these 18 interviews was conducted over a

concentrated two week period resulting in the researcher being immersed in the

data.

The data consisted of direct quotations of the participants. According to

Patton, (1987) “Direct quotations are a basic source of raw data in qualitative

evaluation. Direct quotations reveal the respondents‟ level of emotion, the way in

which they have organized the world, their thoughts about what is happening, their

experiences, and their basic perceptions,” (p. 11). The data was analyzed for both

manifest and latent content. Manifest content “refers to the obvious, surface

content… No inferences as to underlying meaning are necessary” (Fraenkel &

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Wallen, 2003, p. 487). Latent content “refers to the meaning underlying what is

said or shown” (Fraenkel & Wallen, 2003, p. 487).

In order to use thematic analysis, according to Boyatzis (1998) the

researcher must have the ability to see patterns in information. One key

component of this ability according to Boyatzis (1998) is “knowledge relevant to

the arena being examined” (p. 8). Knowledge of the relevant arena aids the

researcher in perceiving and making sense of the patterns in the raw data

(Boyatzis, 1998). The researcher in this study has for several semesters taught both

sales management and selling principles at the university level and is well versed

in the extant body of knowledge. In addition the researcher in this study has taken

several qualitative methods courses and has previously conducted a qualitative

study at the graduate level using interviews and thematic analysis.

Finally, the competencies or themes were organized into broad clusters of

competencies using Piercy, Cravens & Lane‟s (2007) model of control

competencies, as a starting point. When a group of competencies did not fit this

model, but seemed to be related to each other they were grouped together and

added as a sixth cluster. The sixth cluster represents relationship competences.

A graduate assistant in the MBA program was trained as a second coder

and independently performed the analysis as described above in order to improve

reliability and credibility. In keeping with the goal of confidentiality, the graduate

assistant did not know the identities of any of the participants; she simply read the

transcripts. As an MBA student she also had grounding in the basic knowledge

base. To further facilitate her understanding of the research she was asked to

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perform a literature review of the topic. She was then given the codebook and

asked to read the transcripts and using NVivo, code the transcripts. She was given

the freedom to examine the data for new themes if they emerged and did not fit

into an existing theme. If a new theme emerged she was asked to label it and

define it. It is generally recognized that the use of a second coder is one way to

improve reliability (Frankel & Wallen, 2003, Spencer & Spencer, 1993). In order

to assess internal reliability a graduate assistant was trained as a second coder and

coded the data. For 30 of the 32 resulting categories agreement was between 90

and 100 percent. Commonly, agreement of at least 80 percent is used to confirm

internal reliability; therefore, internal reliability in the study is quite good

(Fraenkel & Wallen, 2003).

The mechanics of the analysis involved the use of NVivo version 8. NVivo

is a qualitative software package developed by QSR International. NVivo

facilitates the importing and coding of qualitative data. It generates the lists of

resulting coding categories along with the associated text. It also supports multiple

users and speeds up the process of calculating inter-rater reliability generating

reliability reports. While NVivo does support the use of automated content

analysis, this feature was not used. “A computer program cannot always

determine what someone meant by a term or phase. It is relatively easy in a large

analysis to misinterpret a result because you did not take into account the subtleties

or context of meaning” (Trochim, 2005, p. 128).

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The Sample

The sample was chosen, by approaching companies though networking

and once agreement was gained outstanding subjects were nominated either by

peers, supervisors or result-based. The goal was to identify successful sales

managers and to achieve a wide sample of various industries including industrial

products, consumer products and services. This wide sample served to aid in

answering research question two and also improved the transferability of the

study. In an effort to not bias responses no prior effort was made to distinguish

the nature of the sales approach, therefore, no a priori questions were asked

concerning the organization‟s sales approach. Participants were asked to sign an

informed consent form, a copy of which is included in Appendix D.

As a qualitative study this study used purposeful sampling. The purpose of

qualitative research is, according to Patton, (2002) “ to learn a great deal about

issues of central importance to the purpose of the research, thus the term

purposeful sampling” (p. 46). The strategy then is to select information-rich cases

from which a great deal can be learned. According to Patton, (2002) “Studying

information-rich cases yields insights and in-depth understanding rather than

empirical generalizations” (p. 230). Therefore, according to Patton (2002)

“Purposeful sampling focus on selecting information-rich cases whose study will

illuminate the questions under study” (p. 230). There are several different

strategies for purposely selecting information-rich cases (Patton, 2002). This study

used criterion sampling, which according to Patton (2002), is to review and study

cases the meet some predetermined criterion of importance.

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In this study the criterion of interest was successful sales managers,

therefore, a purposeful effort was made to locate and identify successful sales

managers. This was accomplished by locating sales managers through attending

conferences, job fairs and networking with Bloomsburg University‟s College of

Business Advisory Board and colleagues. Once a potential contact was made that

individual was asked who they would recommend to participate and why. A

performance metric indicating successful performance on some level was sought.

Typical responses that lead to contacting a potential participant were “you have to

talk to ____ he/she won mentor of the year,” “talk to my sales manager, she/he‟s

great,” or “talk to ____ he/she was first in sales in the district.”

Of the twenty-two participants in the study, three were women and the

remainder were men. This is consistent with the traditional underrepresentation

of women in the ranks of sales managers. According to a survey of 200 sales and

marketing executives conducted by Sales and Marketing Management in 1996

and quoted by Marchetti (1996) an average of 22 percent of their sales managers

are female. That number increases to 41 percent in the service industry, and

decreases to 17 percent in the manufacturing industry (Marchetti, 1996). While

the percentage of women sales managers has likely changed since this study,

nothing was found to indicate that the percentage dramatically differs. The age

range was from 24 to 65 with between two to 25 years of experience as a sales

manager. With the exception of one participant all participants possessed an

undergraduate degree. They represented 15 different companies and included a

wide range of businesses including consumer products, industrial products,

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services, publishing and pharmaceutical products. Participants were also

geographically dispersed with participants in the Northeast, the South and the

West Coast.

Chapter Summary

The overall design of the study is a qualitative design. Qualitative data

were gathered using Draganidis and Mentzas, (2006) most commonly used steps

in the development of a competency model which draws on Spencer and Spencer‟s

(1993) five step outline for behavioral event interview. The sample consisted of

22 participants with a range of experience form two to 25 years in sales

management and from a wide range of businesses. Content analysis was used to

analyze the data and the process was facilitated through the use of NVivo software

for qualitative research. Two coders analyzed the data in order to improve

reliability.

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Chapter 4

RESULTS AND DISCUSSION

Organization of the Chapter

The first part of this chapter looks at the first research question, what are

the minimum competencies needed for success as a sales manager and proposes an

initial competency model. The second part of the chapter looks at the second

research question, is there a difference in competences based on selling situation.

The Purpose of the Study

The purpose of the study is to develop an initial competency model necessary for

success in the sales manager‟s job in the business to business market.

Research Question

In order to investigate the relationship of the sales manager‟s job content

and the content of training programs, the current study sought to answer the

following questions:

What are the minimum competencies for success in the sales manager‟s job in

the business to business market?

Sales Manager Competencies

The content analysis yielded thirty- two coded categories of competencies.

Those categories in alphabetical order were: adaptable, analytical, boundary

spanning, coaching, communication and listening, competitive, confident,

customer orientation, empathetic, empower salespeople, ethical, high energy,

impatient, initiative, intuitive, learning oriented, motivate and lead, patient, people

oriented, planning, politically astute , problem solving, product and industry

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knowledge, relationship oriented, results oriented, satisfaction through others,

support reps, teamwork oriented, training and developing salespeople, understand

cultural differences, and understand when to take action.

Using a combination of the number of sources citing a category and the

number of references a top ten category list was created. Coaching and planning

stood out as the most frequently cited activities undertaken by sales managers with

19 sources each and 84 and 38 references respectively. Tied for second were the

categories of results oriented cited by 18 sources each with 61 references for

results oriented and planning and training and developing with 55 references. The

categories of customer orientation and communication and listing were tied for

third with 16 sources each and 26 and 41 references respectively. Relationship

oriented was fourth, with 15 sources and 45 references. Satisfaction through others

was fifth, with 14 sources citing it and 39 references. Sixth, was tied with both the

categories of learning oriented and understand when to take action with 12 sources

citing them. Learning oriented 18 references and understand when to take action

had 26 references. Seventh was the category of high energy cited by 11 sources

with 17 references. Tied for eighth cited by 10 sources each were the categories

teamwork oriented, motivate and lead, adaptable, empathetic, and people oriented.

Ninth was with the categories support reps, product and industry knowledge,

problem solving, competitive, and boundary spanning cited by nine sources each.

Tenth was the category of analytical. Below, table eight illustrates these

categories in a visual manner.

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Table 8. Top Ten Categories of Competencies Cited by Sources

1. Coaching, planning

2. Results oriented; training and development

3. Customer orientation; communication and listening

4. Relationship oriented

5. Satisfaction through others

6. Learning oriented; understand when to take action

7. High energy

8. Teamwork oriented; adaptable; motivate and lead; empathetic; people

oriented

9. Support reps; competitive; product and industry knowledge; problem

solving; and boundary spanning

10. Analytical

The remaining competencies in order cited by sources were: confident,

ethical, sales skills, intuitive, empower salespeople, patient, politically astute,

reward reps, initiative, and understand cultural differences.

In order to assess internal reliability a graduate assistant was trained as a

second coder and coded the data. For 30 of the 32 categories agreement was

between 90 and 100 percent. Commonly, agreement of at least 80 percent is used

to confirm internal reliability; therefore, internal reliability in the study is quite

good (Fraenkel & Wallen, 2003). The NVIVO printouts listing the codes, number

of references and sources and code definitions is included in Appendix B. The

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NVIVO inter-rater reliability calculation printouts are included in Appendix C.

The two categories of teamwork oriented and impatient were coded by the second

coder and not the primary researcher and, therefore, there was 100 percent

disagreement in these two instances. While six sources cited levels of impatience

it was usually with regret and not related to successful outcomes. The primary

researcher was persuaded by the logic of the category of teamwork oriented and it

is now included as a competency category. Many of the statements in this

category were originally interpreted by the primary researcher as fitting into one of

the categories of people oriented, relationship oriented, or customer orientation.

Comparing the results of this study with Boyatzis‟ (1982), competencies of

managers from Table 1 on page 23, it can be observed that there is considerable

overlap, however, there were also some differences that are unique to sales

managers. Specifically, coaching was the number one competency cited by sales

managers and it does not appear in Boyatzis‟ competencies of managers. In

addition, satisfaction through others, results oriented, customer oriented,

competitive, boundary spanning product and industry knowledge, and supporting

the reps do not bear any resemblance to the competencies of managers found by

Boyatizis (1982).

Comparing the results of this study with Dubinsky and Ingram‟s (1983)

promotion criteria for sales managers from Table 2 on page 25, it can be observed

that there is quite a bit more overlap, yet there are still differences. Coaching is

not a criterion for promotion according to Dubinsky and Ingram‟s (1983) study,

perhaps because it is assumed that this is something that these individuals will

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receive in training. Other differences were results oriented and satisfaction through

others. It is surprising that results oriented does not appear as a criterion for

promotion to sales manager since achieving a sales goal is one of the important

measures of success for a sales unit. Also relationship abilities are not included as

criterion for promotion, but this may indicate just why it is important to study sales

manager competencies. Dubinsky and Ingram‟s study was done in 1983, and since

then sales has evolved to a relationship oriented approach, therefore, relationship

skills are important for salespeople and sales managers.

Satisfaction Through Others

It is surprising that the ability to achieve satisfaction through others is not

included as criterion, since sales managers have to achieve their success through

others. This is surprising because salespeople achieve their goals individually

and sales managers do it through others. In order to transition from a salesperson to

a sales manager an individual had to adjust to gaining satisfaction through others.

In the words of one of the participants:

I think the second and probably most important thing, which gets

you to that goal, is to figure out how to flip those goals through

people. Sales managers don‘t do it themselves, they do it through

the team they have built around them. You can see some fantastic

account managers out there that will never be good sales

managers, because they can‘t figure out how to get that through

somebody else.

The following participant quote further supports the competency:

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I am more proud of my team and how they‘ve developed and how

they‘ve been loyal to the organization, and to work with them as a

person. To look forward to working with any of my sales

representatives, that is as much or more important to me, as

meeting that goal. I want to meet my quota, but I know if we‘re

doing all the right things, qualitatively, we‘ll meet that goal.

Also the consulting organization, The Gulas Group, does not include satisfaction

through others or coaching as a competency of sales managers. Also, Piercy,

Cravens & Lane (2007) do not include achieving satisfaction through others as

one of their control competencies.

Another participant illustrates the competency with this quote:

I don‘t call on customers very much myself any more. Everything

had to be done through other people. So, my job was to lead and

develop and make sure they were capable of getting the numbers

that I was in charge of getting, so I had to do it through them. So,

that was a very important role.

A participant who won mentor of the year in his organization said the following:

Not that year, but the next year, she was the number one rep in

the country. I took a lot of pride out of that.

Relationship Orientation

The importance of relationships is included in Boyziatis‟ (1982) study of

managers and is listed as “concern for relationships.” It is not listed as a criterion

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for promotion to sales manager in Dubinsky& Ingram‟ s (1983) study, nor is it

listed as a control competency by Piercy, Cravens & Lane (2007), and that is

perhaps one of the important findings of this study. According to Ingram et al

(2008):

Personal selling is moving from transaction-based

methods to relationship-based methods. Rather than

trying to maximize sales in the short-run, relationship-

based selling approaches focus on solving customer

problems, providing opportunities, and adding value to

the customer‟s business over an extended period (p. 9).

While Piercy, Cravens & Lane (2007) are interested in the sales manager‟s control

competencies and how they differ based on the selling situation from a transactional

approach to a relationship based approach, they do not consider concern for

relationships as a control competency.

Of the 22 participants in the study 15 or 68 percent cited the importance of

a relationship orientation, and 16 or 72 percent cited the importance of a customer

orientation. This is clearly consistent with a relationship-based approach to selling

and that it would carry over to a sales manager competency. The following

participant quote illustrates a customer and relationship orientation:

Your customer really has to have all the faith in the world in you.

He has to trust you, and when you build up that confidence in

your customer, you will have a successful relationship, you‘re

going to have a successful project.

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Another participant said the following about a customer and relationship approach:

With my relationship with the customers, I always had an ability

to connect with people and connect with customers, and with

sales, it‘s very, very important to always remember that you‘re

dealing with people. It‘s not always black and white when you‘re

dealing with numbers, and not always about strictly numbers and

profit margins, how much money you make for them, and how

many cases you‘re going to sell, which is still connecting with

people, and I always understood that. I worked really hard to

connect with them as a person first, and hopefully the business

would follow.

Another participant simply said:

It‘s all about relationship. You just have to continue to

reinforce, but it‘s all about relationship.

Another participant statement confirms the transition to a relationship-

based sales approach with the following statement:

Our business is about long-term business. We don‘t do one

deal and walk away from it; you have to plan for the future.

Sales managers also expressed the importance of building and maintaining

relationships with their salespeople. The following was expressed by one

participant:

…but that sales person didn‘t have that relationship with you to

know they‘d support you in the sale, and they wouldn‘t sell it

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through they wouldn‘t pull it through. If you had a great

relationship with your sales people, but you couldn‘t get your

product on the floor for the buyer, there was nothing there

for them to show to be able to sell it through. So, you really

needed both aspects.

Another sales manager said the following:

Very much so, I think that it‘s all about relationship building,

and that‘s external and internal. I think that the more successful

managers are the ones who have reps who aren‘t afraid to come

to them with a situation.

Coaching and Planning

When comparing the results of this study to Shepherd and Ridnour‟s (1995)

study of the contents of sales manager training programs it can be observed that

there are numerous overlaps. It is in training that the ability to coach is included.

Coaching is clearly the most frequently cited competency by sales managers in the

study with 20 out of 22 participants citing it. As one participant said;

I think it‘s the most important thing that I do. Coaching

embodies training development, and teaching, motivating,

assisting, developing, all those different elements.

Another sales manager demonstrated coaching though his example of

discussing a salesperson‟s presentation:

So, that situation required me to say, ―Hey, the preparation was

awesome. All your materials look good, your numbers look good, I

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know how much energy you put into that, but I think the thing we

learned from today‘s experience was that you can never go into a

sales presentation with not having rehearsed how this is going to

unfold. So, you have to push your planning process forward even

more, so you have time to get all the materials prepared, and then

think through the logic of what you want to say and how you‘re

going to say it, and be able to engage your buyers in a discussion

and not just download a bunch of facts that, at the end of the day,

we didn‘t achieve anything.‖

Another sales manager described coaching this way:

I think that you have to do the most, strengthening their best strengths.

We all talk about strengthens someone‘s weaknesses, which is

important, but I think you also have to reinforce and encourage them

to use their strengths and understand what their strengths are to get

the best out of them. If you‘re only looking at their weaknesses, you‘re

improving them, but sometimes having them focus on their strengths,

and build on those can generate more volume in the short run, while

strengthening their weaknesses can help eliminate excuses that may

limit sales in the long run.

This participant summed up the competency as:

You kind of have to be a combination of a cheerleader,

a master planner and executor.

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Coaching is included as one of Piercy, Cravens & Lane‟s (2007) control

competencies and is included under the heading of directing. They also include

training and developing in this category, and that is consistent with the findings of

this study. Boyzatis (1982) also includes the competency of developing others.

The third most frequently cited competency, planning, is not mentioned as a

competency in Boyzatis‟ (1982). It included as competency in Dubinsky and

Ingram‟s (1983) study nor as a manager control competency in Piercy, Cravens &

Lane‟s (2007) study, however, it is included as a training topic in Shepherd and

Ridnour‟s (1995) study of the contents of sales manager training programs. An

example of planning would be the following statement by one participant in this

study:

So, you have to push your planning process forward even more,

so you have time to get all the materials prepared, and then think

through the logic of what you want to say and how you‘re going

to say it, and be able to engage your buyers in a discussion and

not just download a bunch of facts that, at the end of the day, we

didn‘t achieve anything.

Another participant said:

…you have to investigate the customer, whether it‘s in person,

just going and introducing yourself either on the Internet or by

various trade associations, and get a feel for what the customer‘s

requirements and needs are, or what their buying policies are,

essentially, and certainly buying cycles, and what type of buyer

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they are, technical buyer, price buyer, etc. Then of course, you

develop a plan according to what you‘re determined on your

investigation.

Another participant illustrates planning with the following quote:

What is your objective? We talk about that quite a lot. Do you

have clarity of purpose? Do you know what you want your

buyer to do? How would you walk them through that? If you

could script this yourself, what would you want that buyer to do

exactly, not vaguely, but exactly? That‘s number one, being

clear about that, setting good objectives.

Results Oriented

The competency of results oriented is included in Piercy, Cravens and

Lane‟s (2007) control competency category of evaluating. However, it is not

included as a competency in Boyzatis‟ (1982) competency study or as promotion

criteria for sales managers in Dubinsky and Ingram‟s (1983) study. This was

somewhat surprising since results form the basis for all sales professionals‟

evaluations. As one sales manager in the study said:

OK, number one, I think you need to be results-focused, to be able

to understand that your job is to hit numbers. There are no ifs,

ands or buts about your job to achieve performance targets, and

you need to be results-focused and gearing towards that.

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Concerning results, another participant said the following:

Well, I‘d say overall, in the sales manager‘s role, our number

one task was to meet or beat the sales forecast of the budget

numbers. I mean, it was foremost in our minds at all times. To

beat the numbers, we may have had market share objectives; we

may have had new product introduction objectives, we had

furniture market selling objectives, twice a year, April and

October, in our industry. But, the cardinal task was asked, for us,

to meet the sales forecast number on the financial plan, and if we

could, sell a richer mix.

The critical nature of results for sales managers was pointed out by this participant:

One, you have to understand the larger sense of the objectives. You

really have to understand that you are responsible for the top rung

of the P&L without orders or everything else falls apart. You have

to be wholly committed to figure out a way to beat the sales

forecast, to beat the budgets and financial plan.

Another participant‟s comment points out how deeply the competency runs in the

following quotation:

It‘s kind of a thrill for me to try to step up to a challenge I can be

successful with, so I set goals for myself, and I try to do it. Sometimes, it

happens fast, and sometimes it takes a long time. You try to meet your

goals, but sometimes, setting goals and being challenged is what helps.

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Know When to Take Action

Another competency category found in this study that does not appear in

the literature is the ability to know when to take action. This competency is defined

as the ability to take the pulse of a situation and choose the appropriate action

whether it involves people or organizations. This competency was cited by 50

percent of the participants and generally was cited as they reflected on past actions

that they considered ineffective. For example, one participant said:

Yeah, I think that some issues with people, and obviously I didn‘t

know this at the time starting out, but there are some issues where

you can‘t help some people. You need to make your decisions a

little quicker on some issues, whether it be taking some

responsibilities away from somebody and giving it to somebody

else. You always wish you had acted quicker on certain issues, but

I have found that, over the past two years, I have gotten better at

that, but obviously, hindsight is twenty-twenty when it comes to

that.

Knowing when to take action was described by a participant this way:

So, just get a little bit uncomfortable, fix the problem today, and it

might mean that you have to fire somebody or have a difficult or

uncomfortable conversation; just have it and get it over with,

because that same situation, and you let it go, turns into

something huge tomorrow.

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Another participant simply summed this competency up as:

There comes a point, and we have to recognize that point, and you

do what you have to do.

When reflecting on a situation in which he wished he had done things

differently another participant said the following:

He was not a great leader, and he did a lot of things wrong, and I

kind of sat back as a number two person, and I just allowed it to

happen, and didn‘t step in and try to make things right. I kind of

look back on those three years and this person that was doing

things wrong, such as stealing from the company and things like

that.

Adaptability

The competency of adaptability which was cited by 10 of the participants is

also not included as a finding in any earlier study. This finding may reflect the

change in sales from a transactional approach to a relationship approach, since

being adaptive is cited as one of the keys to building relationships (Weitz,

Castleberry & Tanner, 2007; Jones, Stevens & Chonko, 2005). Adaptable is

defined here as being able to change your behavior and actions based on the

situation. For example one participant said:

You have to always expect the unexpected, and I think, the more

creative and flexible you are in your decision-making process, the

more quickly you can identify a situation, the greater the asset

you become to the rep you‘re trying to manage.

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The importance of adaptability in building relationships is illustrated by

this participant with the following:

I‘m working with a rep based in Wisconsin, who is, in turn,

working with a finance user customer that makes a snack mix. The

way this customer went about making their snack mix was sort of

unique, compared to other people. So, in working with their rep,

there was a very, very in-depth exchange of technical information,

as far as the web share and the customer‘s comprehension as to

how they like to operate, and we were able to take that

information and adjust our offering, so that it was very, very

closely matched with what the customer was looking for. That

allowed us to beat the competition, because the competition was

trying to give them a ‗cookie cutter‘ solution, if you will, and our

solution was more customized to what they needed, and it worked

like a charm.

Another participant said it simply as:

With the business as it is nowadays, you need to be able to

change, be nimble and be quick.

How change drives this competency was pointed out by this participant:

You have to be positive. You have to be a positive influence; you

have to be able to motivate and be able to adapt to different

situations, because things change all the time.

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Communication and Listening

Interestingly enough, the competency of communication and listening is

not included in the literature as a competency of sales managers; however, it is

cited as a key skill in building relationships and is consistent with a relationship

selling approach (Weitz, Castleberry & Tanner, 2007; Jones, Stevens & Chonko,

2005). It is interesting because communication and listening is key to interpersonal

selling skills (Weitz, Castleberry & Tanner, 2007) Therefore, it is surprising that

the skill would not carry over and be recognized as a competency of sales

managers by other researchers. Thirteen participants in this study cited

communication and listening as an important competency for sales managers. In

this study communication and listening is defined as: Send clear messages and

ability to discern meaning from what you are being told and to provide appropriate

feedback. For example one participant said:

Communication skills would probably be the most important,

because not being able to properly convey what you want out of

people, you tend to lose that. Communication, listening skills,

being done with what you have told people to do and what people

have brought up to you, and being able to adapt to the situation

and being able to recognize that.

Another participant said:

Listen carefully to their responses, and playing back those

responses, and listening for those cues, that if you‘re properly

prepared, you‘ll be able to capitalize on to demonstrate that your

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proposal has a benefit to them. So, questioning and listening is

pretty critical.

Another participant said:

I think you had to be a skilled communicator. You had to get up

and communicate the goals and the objectives with a story that

made sense that other people could really rally behind and be

enthused about.

The competency of communication and listening was summed up this

way by another participant

As a sales manager, you can‘t be one who just looks at the

numbers; you have to be able to communicate. You have to look

people in the eye, get people to trust you; that‘s the most

important.

Empathy

Another finding that is not in the literature as a sales manager‟s

competency is the competency of empathy. The competency of empathy was cited

by 10 participants. Empathetic is defined here as: An ability to see the situation

from the perspective of another and understand the emotions of others;

understanding, being aware of, being sensitive to, and vicariously experiencing the

feelings, thoughts, and experience of another. This definition of empathy was

adapted from the Merriam-Webster on-line dictionary and can be found at

http://www.merriam-webster.com/dictionary/empathy. Empathy is one of the

dimensions of emotional intelligence, which is considered to be consistent with a

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relationship selling approach (Manning, Reece & Ahearne, 2009; Weitz,

Castleberry & Tanner, 2007 ) For example one participant said:

The second thing you need to have is empathy. Particularly sales

people, you have to have a keen sense of what your buyer is

feeling. You have to be able to anticipate and respond and react

and redirect your conversation, based on both the verbal and

non-verbal dialogue you‘re having with your buyer. Sometimes

the non-verbal communication is more important than the verbal

communication.

The importance of empathy in working with his/her salespeople was discussed by

a sales manager this way:

You should have empathy towards them and be very empathetic to

their situation., what‘s going on in their lives, and if you know that,

you have to ask questions about what‘s going on. You have to take

an interest in them. Even if you don‘t know what‘s going on, you

have to let them think you do, and ask them questions, and get

involved in their lives. That‘s going to give them a sense of, ―This

person cares about me, and this person wants to see me succeed,

and this person is here to help me, and he is truly serving me

instead of the other way around.

Another participant said the following about the importance of empathy:

It's the empathy and the fact that you need to be able to listen and

understand what people are asking you. And without those

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qualities, and not being able to deviate from those qualities, you're

not going to be successful.

Another simply said:

I had to remind myself to put myself in their shoes.

Teamwork Oriented

While team-oriented is mentioned less often than other competencies this

may reflect an increasing trend to use team-selling in organizations. Many

multinational companies follow the team selling approach for various products and

services, for example when the customer faces as a first-time buy and salespeople

need to support such negotiations with comprehensive information needs,

(Rajagopal & Rajagopal, 2008). Team selling is also more likely to be employed

when the seller‟s potential sale is large and when the product is new to the product

line of salespeople (Rajagopal, 2007). In the instance when an account requires

special treatment or a large number of people are involved in the process of buying

decision, team selling would also be an advantage (Rajagopal & Rajagopal, 2008).

This trend toward the increased use of teams may be the result of the increased

desire on the part of organizations to build relationships. Often developing a

successful relationship with customers requires the participation of many

individuals from the selling firm (Ingram et al., 2004). Interestingly enough a

number of the participants in this study regard themselves as part of a team, for

example one participant said:

You know, we try to do something fun, not really crazy and

expensive or bowling. We had a karaoke one time, which was a

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blast, that kind of stuff. We try to get, I play a lot of ball, kind of a

locker room mentality, to try to get to know the people you work

with.

Teamwork oriented was illustrated by this sales manager with the

following:

Everybody has individual goals, but you have to think of the

team, and I even run contests; we have a lot of sales contests,

maybe the top two people in a division or the top two people on a

team or whatever. I always sit my team down and say, ―We‘re not

participating in this. What we‘re doing is we‘re doing it our

way.‖ I‘ve spoken to our director and said, ‗This is what I do:

You give me a number. If we make it, then our whole team wins. If

we don‘t, none of us wins.‘ And that‘s how I think it‘s extremely

important. I really do.

Another participant said it this way:

I would say on the top of my mind is one, you‘ll never do it alone,

you‘ve got to be skilled enough to leave room for everybody else‘s

to keep players‘ buy-in. It’s a team thing; it‘s supported by a

network of minds.

The following quote illustrates the connection between a team orientation and sales

manager‟s outcomes:

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We compensate our sales managers based on team successes, not

individual successes. The team actually has to make their quotas

and their goals, and that's how they're compensated.

Other Competencies Consistent with Relationships

Some of the lesser mentioned competencies such as boundary spanning,

patient and ethical are consistent with a relationship based approach. Examples of

boundary spanning are:

You need to follow through in a timely fashion, communication up

the ladder, upstream and downstream, communication to

manufacturing, to your management, to other sales people in your

organization, communication down to your reps, to your

distributors and to your end users in a timely fashion.

Another example of boundary spanning is given by this participant:

I think that certainly cooperation with other parts of an

organization, certainly the size of our organization, it‘s important

to realize that you can‘t, nor can anyone else, do everything on

your own, and that you need the cooperation of the other

functional areas of your organization. You need to understand

them and how they work, what they need to do in order to be

successful and to learn what their goals are, so that when you‘re

working with them, you can take that into consideration to get

what you need overall out of the situation.

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The following quote provides another example of the boundary spanning

nature of the sales manager‟s job:

The last part of the puzzle then is to communicate with

management, letting them know what the needs of the team are,

what is helping, what is hurting us from keeping our objectives.

The following quote illustrate the balance that sales managers need to achieve

through boundary spanning:

We‘re basically in the middle of Marketing and Sales, and we

pretty much are there to make sure that we create raving fans on

both ends.

A participant example of the competency of patient is:

Another thing is don‘t be temperamental; have good manners

toward his client; treat them with full respect.

Patient is also illustrated in this quote:

I know now with the experience of hindsight and having gone

through multiple scenarios like that, sometimes I could have been

a little more patient.

Another participant made this simple statement:

Be very patient in negotiations.

The following participant quote illustrates the competency of ethical:

Well, hopefully I‘ve set a good example in the areas of honesty

and integrity. I think those are extremely important. You know,

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people have to believe in one another, they have to be able to

look their associates in the eye, and know you can trust them

with their wallets and in family situations.

This participant provides another example of ethical:

But, anything that you that‘s deceitful or misleading—you

know, there‘s a gray area? When you go over that gray area

into the black, that‘s when you‘re in trouble. You just have to

be careful. There are certainly legal things that you don‘t ever

go past, and there are certain moral things that you need to be

careful about what you‘re doing.

The following quote illustrates how one participant sees the connection

between ethical and success:

There are a lot of people who can hit their number, but in the

case of the person I was talking about earlier, if you‘re doing it

the wrong way, it eventually becomes discovered, or even if it

doesn‘t become discovered, if you‘re not doing it the right way, I

don‘t think you‘re successful.

Other Competencies Consistent with Planning

Other lesser mentioned competencies that are consistent with the planning

cluster of competencies includes: learning oriented, product and industry

knowledge and analytical. Learning oriented is illustrated with the following

participant quote:

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Yeah, yeah, and that‘s the value of being around some of the

best people in the industry that I believe we have with our

company. You see different styles, and you watch other people,

and you discuss with other people similar situations and you

say, ―Wow, that a pretty good darn idea.‖ I wish I would have

known that then, but what you do is, you continue to move

forward, and you try to do be better each and every time one of

those opportunities presents itself.

A learning orientation was illustrated by another participant quote:

I guess the other thing I would say is you need to have a kind of

learning orientation, too. You have to constantly be learning,

and now that I‘m in a different role now, I understand it even

more, but you have to constantly be growing and challenging

and growing yourself, investing in yourself.

Another participant simply said:

It‘s a learning process, it‘s always a learning process, that you

can‘t have just one way of doing something

The importance of product and industry knowledge is illustrated with the

following participant quote:

You have to be knowledgeable of your product to be able to

overcome your objections that will come from, again, the

customer, a subordinate, a senior manager or another person in

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the company. You have to have that product knowledge to be

able to talk to them on a certain level.

Product and industry knowledge importance was described by a

participant this way:

Well, I‘d say one of the dynamics at work was constantly trying

to perceive and define the market need. We were clearly driven

from what were the nine operating trends in the business in the

market.

Another participant put product and industry knowledge simply this way:

O.K., one is he needs to have a good construction knowledge.

He‘s going to have to know his product inside and out. If he

doesn‘t know his product, he doesn‘t have a prayer.

The importance of the analytical competency is illustrated with the

following quote:

They also have to be financial. Our sales managers need to

understand the impact of sales and expenses not only in their

own departments, but what it means to the whole branch. As I

said earlier, we're sort of run as individual companies, and we're

looked at as an individual company and sales are a very

important part of it. The sales managers have to have some type

of financial, not a financial background, but have the ability to

understand the figures within the branch.

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The analytical competency is further illustrated with the following quote:

I think a big part of being a good sales manager is the ability to

recognize the situation that you have, to be able to look at it and

then determine the best way to go about handling and achieving

that objective. I‘m looking for somebody that has shown that

ability in the past, that has been able to take a situation, look at

it, analyze it, listen to what people had to say about it, and then

bring in the right people to go and handle and achieve that goal

and to hit that situation.

Another participant simply said the following:

You have to have a technical astuteness, and you have to have

an analytical mind

Other Competencies Consistent with Rewarding

Other lesser mentioned competencies that are consistent with the rewarding

cluster of competencies includes: empower salespeople and reward reps. Empower

salespeople is illustrated with the following participant quote:

I‘m going to trust your judgment. I‘m going to assume that you

have the skills and talent to do this job, and I’m going to

empower you to make decisions. We‘re going to make some

mistakes along the way, but I‘m going to empower you.

Another participant said the following concerning the empowering of salespeople:

I encouraged them to be creative and step out of the box and take

some risks, and I think they were very reluctant, especially in

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New York, because everything had to go through the manager

there, and they had to clear everything first, and I said, ―We‘re

not going to do that any more, I want you to take risks.

Another participant reflected on the failure to empower the salespeople and the

lesson learned with this quote:

When I first started out, I had more and more people coming

to me, asking me on more trivial, smaller matters on sales.

Sometimes, I found that it works a lot better when I said,

―Well, you know, let‘s go with what you think on this one, and

let‘s trust in that.‖ Now, with your good people, at the time, it

was the correct decision to make. At the time, I guess I was

leaning more to that a little too much, and maybe I should

have believed in that a little sooner, but now it‘s helping.

Concerning rewarding the reps one participant said the following:

One little piece of that was that you really couldn‘t do it with

money, because they were all highly compensated on

commission selling B___ brand, so ultimately, we did a forced

ranking, and we put out those who were selling M___ R___,

with the top the best, and those who weren‘t selling much at all

at the bottom, and frankly, we kind of shamed them into

commitment. So, their egos were at stake more than their

pocketbook, and frankly, it worked.

Another participant talked about monetary rewards for the salespeople:

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provide timely feedback to their performance, which is closely

tied to their bonus payout.

Finally another participant points out that rewarding the reps is not always

about money:

If somebody has been in this position before, where they didn‘t

care about their employees, they didn‘t recognize them when

recognition was due.

Using a synthesis of this study‟s results and drawing on Piercy, Cravens &

Lane‟s (2007) control competencies, and the competencies identified as

relationship oriented in Weitz, Castleberry and Tanner‟s (2007) model of the

foundations of successful relationships (discussed more fully in the selling

situation that follows) the proposed initial competency model for sales managers is

reflected in Table 9:

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Table 9. Initial Competency Model for Sales Managers

Relationship Buiding Planning Monitoring

Relationship oriented Learning oriented Support reps

People oriented Product and industry knowledge High energy

Customer oriented Adaptable

Empathetic Analytical

Satisfaction through others Intuitive

Ethical Politically astute

Communication and listening Problem solving

Teamwork oriented Confident

Patient Initiative

Understand cultural differences.

Boundary spanning

Directing Evaluating Rewarding

Coaching Results oriented Empower salespeople

Training and development Understand when to take action Reward reps

Motivate and lead Competitive

Sales skills

A comparison of the competencies identified here and the contents

of training programs as identified Shepherd and Ridnour (1995) is

illustrated by Table 10:

Table 10. Competencies of Sales Managers and Contents of Training Programs

Competencies of Sales

Managers

Contents of Training

Programs

Relationship oriented

People oriented

Customer oriented

Empathetic

Satisfaction through others

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Ethical Business ethics, sexual

harassment, discrimination

issues

Communication and listening

Teamwork oriented Team building

Patient

Understanding cultural

differences

Managing diversity

Boundary spanning

Coaching Coaching

Training and development Training techniques/skills

Setting standards and goals

Recruiting and selection

Motivate and lead Motivational skills

Sales skills

Learning oriented

Product and industry knowledge

Adaptable

Analytical Competitive analysis

Intuitive

Politically Astute

Problem solving Problem solving

Confident

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Results Oriented Quota setting; general account

strategies; developing a

business plan

Understand when to take action Terminating salespeople

Competitive

Support reps

High energy

Empower salespeople

Reward Reps Performance reviews

It can be observed from Table 10 that relationship building skills are

largely left out of sales manager training programs. This could be due to

the dated nature of Shepherd and Ridnour‟s study which is nearly fifteen

years old and changes have occurred in the marketplace, or it could simply

reflect a gap in training. For example, Pelham (2006) argued that despite

the marketplace trend toward a global marketplace with declining product

differentiation “there is a lack of emphasis in sales training and other sales

management programs on consultative skills” (pg. 38). Consultative skills

according to Chonko, Tanner and Weeks (1993), include problem solving

skills and behaviors, adaptive selling skills, and customer relationship

building skills.

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Selling Situation

The sample was chosen, as stated earlier, by approaching companies

though networking; and once agreement was gained, subjects were nominated

either by peers, supervisors or results-based. The primary goal was to achieve a

wide sample of various industries including industrial products, consumer products

and services. In an effort not to bias responses, no prior effort was made to

distinguish the nature of the sales approach, therefore, no a priori questions were

asked about whether the organization used a relationship approach or a

transactional approach. While not a primary purpose of this study some

observations can be made about selling situation.

Of the 22 participants, 16 talked about at least four out of five competencies

from Table 9 in the main relationship competencies of satisfaction through others,

relationship oriented, customer oriented, people oriented, and empathetic. An

additional two talked about some of the main relationship competencies. A core of

five participants talked about all the previous competencies and five of the

remaining six competencies. The remaining four participants did not discuss any of

the relationship competencies, yet it cannot be said with a certainty that those

participants used a transactional approach.

The competencies identified as relationship oriented are consistent with

Weitz, Castleberry and Tanner‟s (2007) model of the foundations of successful

relationships. According to Weitz, Castleberry and Tanner (2007) the foundations

of successful relationships are mutual trust, open communications, common goals,

a commitment to mutual gain and organizational support. According to Weitz,

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Castleberry and Tanner (2007), trust includes dependability, competence, customer

orientation, honesty and likability. Competence here refers to knowledge of the

customer, product, the industry and the competition (Weitz, Castleberry & Tanner,

2007). When comparing these foundations of a successful relationship to the

relationship oriented competencies identified in this study considerable overlap can

be observed. Specifically, customer oriented, ethical, communication and

listening, are specifically included in Weitz, Castleberry and Tanner‟s (2007)

foundations. It can be argued that people oriented and patience are necessary to be

likable.

The competency of satisfaction through others is consistent with

commitment to common goals. Weitz, Castleberry and Tanner (2007) write that

“Shared goals give both members of the relationship a strong incentive to pool

their strengths and abilities. When goals are shared, the partners can focus on

exploiting opportunities rather than arguing about who will benefit the most from

the relationship” (p. 44). With a common goal, one when partner wins the other

does as well, but it may not always be directly observable; in this case the

satisfaction is vicarious. It can be argued that the competency of teamwork

oriented is consistent with a commitment to mutual gain. Weitz, Castleberry and

Tanner (2007) write that “members of successful partnerships actively work to

create win-win relationships by looking for overlapping areas of opportunity in

which both can prosper” (p. 44). A teamwork approach makes this possible.

Finally, Weitz, Castleberry and Tanner (2007) write that “the organization

structure and management provide the necessary support for salespeople and

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buyers in partnering relationships. Partnerships created at headquarters should be

recognized and treated as such by local offices, and vice versa” (p. 45). The ability

to span the boundary between the organization, the customer, and the salesperson

would be consistent with this element of the foundation of relationships.

This emphasis on relationships is highlighted by what one participant said:

…that was a very important thing that we looked at and relationships, both

external and internal. In my division, we work with independent retailers,

so having good relationships with the retailers was the number one

priority.

Another participant said the following about the importance of relationships:

It was very much relationship building both with the buyer, the

retail sales person on the floor, or the designer. You had both of

those relationships that were very important, and you couldn‘t

succeed without both.

Another participant pointed out how critical creating and maintaining relationships

is with this quote:

Two, I would say, and frankly, I thought I was pretty good at it, but

you‘ve got to create your supportive relationships with nearly

everybody that you work with, and if you have somebody that you

have a personality conflict with, you really can‘t afford the luxury

of writing them off, and you somehow have to figure out a way to

connect with them, so that they feel supported in what they‘re

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trying to do. And, I think if you don‘t, then that can tend to backfire

on you longer term.

Another participant considers establishing a maintain relationships as one of his

key successes as illustrated with this quote:

What I would call my number one accomplishment, thus far, would

be, and I‘ll operate on that. When I say that, I mean forming

relationships with the people that work for me. Four of the people

that work for me have been there twenty-eight to thirty years. So,

obviously, there can be some problems in transitioning a twenty-

four year old manager into that role. But, what I have always kept

in mind for me is I came into a business where changes were

needed in certain areas, and there are still some changes needed in

some areas, and we are working on right now. One thing that I

pride myself in is forming relationships with my core people, the

people that I can see really growing the business five years down

the road or ten years down the road and being able to transition

new people, as well.

Another participant simply said:

It‘s all about relationship. You just have to continue to reinforce,

but, it‘s all about relationship.

Another participant made this statement concerning relationships with customers:

We look at sales commercially as partnerships. We understand

our customers' needs. In business today, you can get, especially

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with the advent of the Internet, most of your equipment can be

bought on the internet. So we've taken this marketing strategy,

that what we sell is service. They can buy these pieces of

equipment anywhere, but what they can't buy is the ability for us

to design the system specifically for their needs and to be able to

service it to their specific needs.

Finally another participant made this statement about relationships with customers:

So, what you‘re really doing is, you aren‘t really growing business

organically, you‘re really taking market share, so what you need to

do is to be out there on the road and develop relationships.

While there was no effort to a priori differentiate between organizations

that used a relationship-based selling approach and a transactional approach,

there does appear to be evidence for differences in the competencies of the sales

managers based on the selling situation. The competency category of

relationship building is emphasized with a relationship-based selling approach.

For interested readers all codes and all quotations can be found in

Appendix E.

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Chapter Summary

The initial competency model for sales managers is identified as grouped

into the six clusters including relationship building, planning, monitoring,

directing, evaluating and rewarding. While not the primary purpose of the

study some observations can be made about the differences in the competencies

of sales managers based on selling situation. Specifically, the competency

category of relationship building is emphasized with a relationship- based selling

approach.

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Chapter 5

SUMMARY, CONCLUSIONS, AND RECOMMENDATIONS

Summary

This study sought to develop an initial competency model for sales

managers. The sales manager is responsible for handling the entire interface with

the customer; motivating leading, and controlling the sales force; and strategic

planning among other responsibilities. Czinkota, Kotabe, and Mercer (1997) have

written: "In many respects sales team management has been a neglected element of

management training, yet the sales manager's responsibility-managing the entire

interface with the customer-is probably the most critical of all in terms of ultimate

success for the organization" (p.494). Yet research focusing on sales managers

and his/her performance and selection is scarce. Ingram et al. (2005) set out a

research agenda and specifically called for research to identify the skill set for

successful sales managers; what new skills do sales managers need to learn, and

how does the increasingly more complex sales environment affect the training of

sales managers? According to Pelham (2006) citing Pettijohn, Pettijohn, and

Taylor 1995, and Weitz and Bradford1999, “there is a growing understanding that

salespeople need to make a behavioral shift from pushing products/services to

consulting with their key customers, and that this shift cannot come about without

structural changes in sales management programs” (p. 39). In addition according

to Pelham (2006) citing Good 1993and Ingram, Schwepker, and Hutson 1992,

“there is a gap in the literature as to how to structure sales management programs

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to influence consulting behaviors and skills” (p. 39). In order to design effective

training programs for sales managers the nature of the job must be understood

including what competencies are necessary.

In addition little has been done to determine if there was a difference in the

sales manager‟s job if the product was a consumer good, a service or an industrial

product or if the nature of the sale is transactional or relationship-based. One

study, done by Piercy, Cravens & Lane (2007) examined the relationship between

salesperson effectiveness and management control by the nature of the selling

situation. The selling situation itself may have an effect on the sales manager‟s

job. In order to devise relevant training programs the nature of the sales manager‟s

job must be fully understood.

The purpose of this study was to develop an initial competency model

necessary for success in the sales manager‟s job in the business to business market.

To accomplish this, 22 sales managers from 15 businesses representing a wide

variety of industries in three of four geographic regions in the United States were

interviewed in order to construct an initial competency model and to determine is

there was evidence for differences in the sales manager‟s job based on the selling

situation. The sales managers were interviewed over a six month period from

February 2009 to July 2009. Gaining access to the sales managers was achieved

via networking and convenience and represents one of the major limitations of this

study. During the planning phase of the study early in 2008 the agreed

participation of a number of potential participants had been secured, however, late

in 2008 and throughout 2009 the economy took a turn for the worse. The economic

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downturn was so bad, that many experts have called it the worse economy since

the Great Depression. In this environment access to many of those potential

participants was now blocked since their superiors felt they could not sanction the

use of any of their sales managers‟ time for a research project. Locating and

securing the participation of other participants was a painstaking process. It was

achieved by attending numerous job fairs, sales functions and conferences and

networking. When access was achieved the best potential participants were secured

through the nomination of peers, supervisors or subordinates, based on some

indication of successful performance.

The study used a qualitative design to answer the following research

question:

What are the minimum competencies for success in the sales manager‟s job

in the business to business market?

A qualitative design was chosen because there is agreement among researchers that

a qualitative design is appropriate when the researcher seeks to develop a deep

understanding of the issues

(Fraenkel & Wallen, 2003; Trochim, 2005; Wiersma, 2000). Wiersma (2000)

goes on to say that a qualitative approach is appropriate when “phenomena in the

world are perceived as a somewhat loosely constructed model, one in which there

is flexibility in prediction, for example, and one which is not run in a mechanistic

manner according to a set of laws” (p. 199). Because developing competencies

requires a deep understanding of the issues and are somewhat loosely constructed a

qualitative method was deemed appropriate.

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The resulting initial competency model for sales managers has six

competency clusters including, relationship building, planning, monitoring,

directing, evaluating and rewarding. There does appear to be some evidence to

support a difference in the competences of sales managers depending on the selling

situation. These findings are consistent with the over all trend among

organizations toward a relationship based approach to sales.

Conclusions for Research Question

This study sought to develop an initial competency model for sales

managers and to explore if there is any difference in those competencies based on

the nature of the selling situation. The study gives support to Piercy, Cravens &

Lane‟s (2007) control competencies of monitoring, directing, evaluating and

rewarding as the basic clusters of competencies for sales managers. The study

also gives support to planning as one of the competency clusters widely recognized

as one of the four functions of management. The study also gives support to the

arguments that sales is moving from a transactional approach to a relationship

approach. Therefore, the initial competency model for sales managers has six

competency clusters including, relationship building, planning, monitoring,

directing, evaluating and rewarding as illustrated in Table 9. The competency

cluster of relationship building includes the individual competencies of

relationship oriented, people oriented, customer oriented, empathetic, satisfaction

through others. Ethical, communication and listening, teamwork oriented, patient,

understand cultural differences, and boundary spanning. The competency cluster

of planning includes the individual competencies of learning oriented, product and

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industry knowledge, adaptable, analytical, intuitive, politically astute, problem

solving and confident. The competency cluster of monitoring includes the

individual competencies of support reps and high energy. The competency cluster

of directing includes the individual competencies of coaching, training and

development, motivating and leading and sales skills. The competency cluster of

evaluating includes the individual competencies of results oriented, understand

when to take action, and competitive. The competency cluster of rewarding

includes the individual competencies empower salespeople and reward reps.

These initial findings do have limitations as stated in chapter one,

specifically, the individuals chosen for the interviews were the result of

networking and convenience. As a result, it is possible that these organizations are

not representative of organizations as a whole. Therefore, it is possible that the

data may not be comprehensive. In addition it is possible that the individuals

chosen by their peers and/or supervisors may not objectively represent truly

superior performers, but rather individuals most like their peers and/or supervisors.

Also, the performance data that is reported is self reported and is subject to bias.

Therefore, generalizability is limited, however; the study does give some important

guidance for the training of sales managers.

While Shepherd and Ridnour‟s (1995) study of the contents of sales

manager training indicates that teambuilding is often included in those training

programs, other relationship building skills such as empathy and customer

orientation are not. The trend toward relationships is clear particularly when

considered from the buyer‟s point of view. Trent (2005) writing from the buyers

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point of views states, “A diverse set of research shows relationships matter to the

point where they can be a source of competitive advantage” (p. 54). Trent (2005)

goes on to say, “relationships matter because almost every industry is facing

changes that make suppliers a critical part of the firm‟s value chain” (p. 55).

Customers want relationships; selling firms must have sales managers who

understand the nuances of relationships and relationship building in order to

remain competitive. Clearly, relationship building skills such customer

orientation, empathy, communication, and listening are vital and should be

included in sales manager training programs. These are soft skills and as such role-

plays may be useful along with presentations from seasoned sales managers as

training tools.

This study also lends support to the survey of 159 sales vice presidents

conducted by Development Dimensions International found that two-thirds of

respondents reported that sales managers lack skills such as ability to coach and

develop trust when promoted to those positions (Managing Training &

Development, 2005). The respondents in that study cite the lack of such skills as

the primary reason for a sales leadership failure (Managing Training &

Development, 2005). Coaching was named as the number one competency needed

by sales managers in the present study. While trust did not emerge as competency

in the present study, ethical behavior did, and trust is one of the basic building

blocks of perceptions of ethical behavior. Clearly, training in coaching and ethics

education is necessary for success as a sales manager and should be in training

programs given to all new sales managers. Ethics training can be conducted in a

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traditional manner using case discussion and/or role-plays involving ethical

dilemmas.

Since many of the competencies could be considered personality traits,

careful consideration should be given to what competencies can be successful

trained and developed and which ones may not be amenable to training. At the

same time mentoring and coaching may have some effect on developing these

types of competencies.

Conclusions and Reflections not Reflected by the Research Question

In an effort not to bias responses, no prior effort was made to distinguish

the nature of the sales approach, therefore, no a priori questions were asked about

whether the organization used a relationship approach or a transactional approach.

Of the 22 participants, 16 talked about at least four out of five competencies from

Table 9 in the main relationship competencies of satisfaction through others,

relationship oriented, customer oriented, people oriented, and empathetic. An

additional two talked about some of the main relationship competencies. A core of

five participants talked about all the previous competencies and five of the

remaining six competencies. The remaining four participants did not discuss any

of the relationship competencies, yet it cannot be said with a certainty that those

participants used a transactional approach. There does appear to be some evidence

to support a difference in the competences of sales managers depending on the

selling situation. However, it appears that the difference is dependent on the

selling situation as opposed to the nature of the product since some consumer

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goods sales people talked about relationships and some industrial goods

salespeople did not.

This is consistent with the over all trend among organizations toward a

relationship based approach to sales. Specifically as Stevens (2002) argues

suppliers will find that personal relationships and intimate customer knowledge

could become the primary point of differentiation. Business‟ appreciation of the

financial importance of customer retention is growing (Anderson, Fornell &

Lehmann, 1994). The sales force including the sales manager provides the ability

to forge and maintain the customer relations that lead to customer retention.

Therefore, the competency cluster of relationship building that includes the

individual competencies of relationship oriented, people oriented, customer

oriented, empathetic, and satisfaction through others will become increasingly

more important.

The competency of teamwork was an interesting and emerging competency

for sales and sales managers. The sales profession is generally viewed as the lone

maverick salesperson pounding the pavement in search of the next big sale, with

the sales manager heading up that effort. On the face of it, teamwork does not

seem to be a necessary competency for sales and sales managers yet a review of

the literature in this area reveals that selling teams and selling team leadership is an

emerging trend that reflects an outgrowth of the relationship based selling

approach. Often developing a successful relationship with customers requires the

participation of many individuals form the selling firm (Ingram et al, 2004). Also,

as it turns out customers, like team selling because they believe their needs are

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better met (Ingram, 1996). Therefore, for many organizations the sales team has

become a necessity for implementing business strategy (Sengupta, Krapfel &

Pusateri, 1997). Moon and Armstrong (1994) who pioneered the field, even argue

that the “model of the individual salesperson, has become obsolete” (pg. 17).

It is possible that this emerging trend may result in a seventh competency

cluster of teamwork for sales managers. Alternatively, as Ingram et al. (2005)

theorize this increased level of complexity will result in sales managers no longer

being able to provide task structure and feedback. If this is the case it may mean

that in certain situations sales managers may be superfluous and salespeople will

be even more self-managed and self directed operating as self-managing teams.

This alternative possibly could affect the span of control of the sales manager, who

may find him/herself responsible for many more salespeople. This would then

necessitate another evolution of the competencies necessary for the job. This tend

toward team selling is one that requires future monitoring and research.

Recommendations for Practitioners

One possible developmental tool to develop future sales manager‟s

coaching and relationship building skills is the establishment of a mentoring

program. According to Rothwell, Donahue and Park‟s (2002) survey, “mentoring

ranked near the top of the list of sales training methods” (p.54). However, in this

case the organization wants to identify salespeople who have the potential to be

sales managers and mentor them in coaching and relationship building

competencies. These individuals should be mentored by individuals who have

these competencies and those individuals may not necessarily be individuals in

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sales. Choosing individuals who are not necessarily in sales but possess these

skills would be desirable because as Rothwell, Donahue and Park (2002) say “the

characteristics that make them [salespeople] successful in their sales positions may

also inhibit their ability to be effective mentors,” (p. 55). Presumably, the sales

individuals already possess sales skills so it is not necessary to mentor them in

those skills so a sales individual is not necessary as a mentor for coaching and

relationship building skills. It is important to provide recognition and rewards to

those who serve as mentors in a cross-functional capacity in order to motivate

these individuals.

Another possibility would be to encourage the sales staff to be involved in

community activities and to provide the time to make that happen. Community

activities like coaching children‟s sports team‟s and serving as a mentor in a big

brother/big sisters program would foster the development of relationship building

and coaching competencies and also provide positive publicity for the

organization. It would not only be important to provide the opportunity for

salespeople who demonstrate the ability to be promoted to be involved in these

activities, but also to positively recognize these contributions to the community.

Rothwell, Donahue and Park (2002) developed a list of developmental

strategies to build competence in salespeople in the competence area of service and

manage client relationships. These same developmental strategies would also

apply to sales managers along with some modifications. The developmental

strategies developed by Rothwell, Donahue and Park (2002) are:

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Survey your clients and try to understand their point

of view.

Demonstrate interest in your clients by using-active

listening techniques and responding positively.

Help clients deal realistically with business

opportunities and help them translate ideas into specific

plans.

Enjoy the diversity of disposition of your clients;

capitalize on the diversity by thinking of ways in which

each individual‟s unique talents and preferences can be

drawn into the sales process.

Take time to speak informally with clients. Show an

interest in their families, goals, hobbies, and concerns.

Share some of your interests with them.

Create occasions to celebrate client achievements and

to enjoy each other‟s company (p. 256).

Sales managers should engage in all of the above strategies and also adopt

the same list of strategies for their relationships with their salespeople by

changing the word “client” in the list to “salesperson.” For the sales

manager relationship competencies are important with both clients and

salespeople. Ultimately, the sales manager will be trying to develop these

same competencies in their salespeople.

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The initial competency model also provides guidance for developing

promotion criteria. Promotion criteria for sales managers effectively represent

selection criteria since sales mangers are frequently selected from within.

Examining Dubinsky and Ingram‟s (1983) study of promotion criteria for sales

managers reveals that many of the competencies found in this study were not

included. Once again relationship competencies are almost wholly missing along

with many of the other competencies found in this study. If relationships matter

organizations want to have sales managers with relationship abilities. Also, the

practice of promoting the most successful salesperson to sales manager needs to be

reexamined. According to several researchers, the attributes needed for effective

sales management differ from, or may even clash with the skills necessary for

effective salespeople (Anderson, Dubinsky & Mehta, 1999; Meyer, 1990;

Dubinsky & Ingram, 1984). This study lends support to that argument.

Specifically, coaching, training and development, and satisfaction through others

are not competencies that salespeople draw on as evidenced by Rothwell, Donahue

and Park's (2002) study of the competencies of salespeople. The competencies of

coaching, training and development, and satisfaction through others should be

considered as promotional criteria.

Competencies are frequently used for evaluative purposes (Boyatzis, 1982;

Rothwell, Donahue, & Park, 2002; Spencer & Spencer, 1993) Given the trend

toward relationship based selling, relationship competencies should be considered

in evaluating performance. While numerical results are important, the sales cycle

in a relationship based situation is long and if only results are evaluated sales

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managers may be motivated to engage in behaviors that are not consistent with

building relationships. This may be to the long term detriment of the sales

organization. In order to foster a relationship approach organizations should

consider evaluating relationship competencies in addition to numerical results.

Rothwell, Donahue and Park (2002) say, “incorporating performance standards

into the evaluation process on client communication and client service

communicates the importance of these factors to the success of the organization,”

(p.256). Standards should be developed that reflect positive relationships and

those standards should be communicated to all sales managers.

Recommendations for Future Research

The next step is to empirically confirm the initial sales manager

competency model in this study. There are several methods to achieve this

confirmation. One method is to quantitatively confirm the model with a survey

and a larger sample. This would result in a confirmed model using an approach

similar to Khandwalla‟s (2004) study of managerial competencies. Khandwalla‟s

(2004) study used interviews and content analysis of the results. From that analysis

a list of 27 roles and 45 competencies were developed (Khandwalla, 2004). Then

using that data two questionnaires were developed, one to measures how

effectively the 27 roles were played by senior and top level managers and the other

to measure how strong the managers were on each of the 45 competencies

(Khandwalla, 2004) This method could be duplicated to validate the sales

manager‟s competency model.

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Alternatively, the model could be confirmed using a method similar to the

method used by Rothwell, Donahue, and Park's (2002) study of salesperson‟s

competencies. In Rothwell, Donahue, and Park's (2002) study they confirmed the

model using a focus group of salespeople. The method would also be similar to the

approach used by Cheng, Dainty, and Moore, (2005) who confirmed their model of

managerial competencies by assembling a panel of assessors.

Because one of the limitations of the study is the self-report nature of the

data, observation may also be a useful method of confirming the data. Using

naturalistic observation a researcher could shadow several sales managers over a

period of time. Using this method the researcher would simply observe and record

activities as they naturally occur recording the events (Frankel & Wallen, 2003).

The confirmed model will be beneficial to sales organizations by giving

them guidance for the content of training programs and the development of

promotion criteria. This researcher is currently developing the next phase though

the development of a survey and the selection of a sample.

Additionally, future research should identify competency-based behavioral

anchors in order to document the competencies identified in this study. Behavioral

anchors are defined as “characteristics of core competencies associated with the

mastery of content” (Dooley & Lindner, 2002, p. 25). Competency-based

behavioral anchors are defined as “performance capabilities needed to demonstrate

knowledge, skill, and ability acquisition” (Dooley & Lindner, 2002, p. 25).

However, according to Buford and Lindner (2002) considerable time is needed to

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develop competency-based anchors, but they provide better judgments than item-

based scales.

The literature review also suggests implications for future research.

Shepherd and Ridnour‟s study of the contents of training programs for sales

managers was done in 1995. This research clearly needs to be updated in view of

the changing nature of the sales manager‟s role. It is possible that training

programs do contain relationship building skill training, however, at this point

whether they do and to what extent is unknown. While this study does provide

some insight into what should be contained in training programs the other

questions posed by, Anderson, Mehta, and Strong (2001), still remain for future

research. Those questions are:

- What format should be used to deliver the training (e.g.

written material, on-the-job)?

- Where should the training be held (e.g. company facilities,

non-company facilities)?

- Who should provide the training (e.g. line or staff personnel,

outside trainer)?

- What instructional method should be utilized (e.g. case

studies, role playing)? (Anderson, Mehta and Strong, 2001, p.

27).

Dubinsky and Ingram‟s (1983) study of promotion criteria for sales

managers also clearly needs to be updated. This study is over twenty-five years old

and the current study definitely indicates that sales manager‟s competencies have

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changed and grown since this study was done. Not only are none of the

relationship competencies included as criteria for promotion, but even

competencies such as ability to lead and motivate are not included.

The results also suggest that further research should be done to determine

the breakdown of relative percentages of the sales managers‟ work where he/she

uses the competencies. In other words do sales managers‟ use relationship

oriented competencies more than the other competencies? What competencies are

most critical to success?

Since the data is self reported by sales managers it would also be useful to

examine salespeople‟s view of the competencies of successful salespeople. For

example Martin and Bush (2006) found that a sales manager‟s use of

transformational leadership principles was one of the significant variables that had

a positive affect on customer oriented selling. How do salespeople translate the

competencies into a transformational leadership style? What competencies are

critical to this perception?

Team-work emerged as a competency area for sales managers and there is

evidence that sales is moving toward a team structure due to today‟s complex

environment, and as an outgrowth of the relationship approach. A complex

environment often requires the expertise of a team, making it more likely that the

salesperson will be part of a sales team rather than a lone maverick. This increase

is due to a desire on both the part of the seller and the buyer to develop win-win

relationships. According to Trent (2005), there are eight reasons industrial buyers

are seeking to develop and maintain successful supplier relationships: relentless

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pressure to improve, reliance on fewer suppliers, importance of earlier

involvement, higher-level outsourcing, pressure to become a full product service

provider, supply market constraints, competing supply chains, and fear of

competitive disadvantage. As a result there is a corresponding drive to develop

relationships on the part of suppliers who seek to fulfill customer needs. Often

developing a successful relationship with customers requires the participation of

many individuals form the selling firm (Ingram et al., 2004). Also, as it turns out

customers, like team selling because they believe their needs are better met,

(Ingram, 1996). Therefore, for many organizations the sales team has become a

necessity for implementing business strategy, (Sengupta, Krapfel & Pusateri,

1997). There is relatively scant research about selling team management (Lambe,

Webb & Ishida, 2009). In the time since Moon and Armstrong, (1994) pioneered

research in this area there has not been a wealth of research. This team approach in

sales indicates that there is a future need for research to understand how sales

managers should lead sales teams and are competencies here continuing to evolve.

Finally, research should be undertaken to finally answer the question of do

the best salespeople make good sales managers? This study gives support to the

claim that they do not. However, do the competencies successful salespeople

possess make it more likely that they can easily acquire the necessary

competencies for success as sales managers? Alternatively, it is also possible that

successful salespeople do have the necessary competencies for success as a sales

manager, but latently.

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Summary and Conclusions

The initial competency model for sales managers has thirty-two

competencies and six competency clusters including, relationship building,

planning, monitoring, directing, evaluating and rewarding. The initial

competency model developed here gives support to the argument that sales is

moving from a transactional approach to a relationship approach. Therefore,

attention needs to be given to developing the relationship orientation skills of sales

managers. Relationships are being sought by both suppliers and customers as a

way of assuring a consistent, quality supply and future business. This is

evidenced by Trent (2005) writing from the buyers point of views who states, “A

diverse set of research shows relationships matter to the point where they can be a

source of competitive advantage,” (p. 54). Trent (2005) goes on to say,

“relationships matter because almost every industry is facing changes that make

suppliers a critical part of the firm‟s value chain,” (p. 55). As a possible outgrowth

of the move toward relationships, selling teams may be becoming more important

and some evidence of this trend was found in this study with the emergence of

team oriented competencies.

Coaching and ethical behavior are of particular importance to sales

managers and care should be taken to fully develop these competencies. This is

particularly important in light of the study conducted by Managing Training &

Development, (2005) that found that respondents cited the lack of such skills as the

primary reason for a sales leadership failure. A cross-functional mentoring

program may be one method to develop coaching and relationship building skills.

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Ethics training can be conducted in the traditional manner using case discussions

and/or role-plays with ethical dilemmas. Promotion criteria should also be

restructured to reflect relationship skills, coaching and ethical behavior.

Additional research should be conducted to confirm the initial model using

another method. Additional research should also be conducted to determine the

current contents of training programs for sales managers. Finally, research should

be undertaken to finally answer the question of do the best salespeople make good

sales managers.

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Appendix A

Interview Protocol for the Behavioral Event Interview

Hello, my name is Monica J. Favia and I am conducting a research project

investigating the jobs of sales managers. I will be asking you a number of

questions about your job. Is this acceptable to you?

1. First would you tell me about your education, previous work experiences and

what jobs you held before becoming a ______________

with_______________?

2. Would you describe for me your most important job tasks and responsibilities?

3. Would you describe for me the three most important successful situations you

have experienced in your job?

4. What made you choose those particular actions?

5. What do you believe caused you to be particularly effective in these three

situations?

6. What did you learn from these situations?

7. Would you now do any thing different and if so what?

8. Would you describe for me the three most important unsuccessful situations

you have experienced in your job?

9. What made you chose those particular actions?

10. What do you believe caused you to be particularly ineffective in these three

situations?

11. What did you learn from these situations?

12. Would you now do any thing different and if so what?

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13. Describe for me the characteristics you believe someone needs to be able to do

this job effectively.

14. Thank you for your time lets summarize our discussion. (Summarize

discussion) Does that reflect the information you have given me

accurately? Is there anything else you would like to add? I will be

providing you a written transcript of our discussion so that you can

determine if it accurately represents our conversation and if there is

anything you wish to add or change. One again, thank you.

Adapted from Spencer & Spencer (1993).

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Adapted from Spencer &

Spencer (1993).

39 Appendix B: Codes and Definitions

Adaptable Free Node

Description Being able to change your behavior and actions based on the situation.

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Duration Rows Sources References Paragraphs Type Words Region

25 11 Document 1,070 18

25 11 18 0 Total 1070

Analytical Free Node

Description Ability to analyze data and numbers. Being able to separate something into component parts. Skilled in using analysis.

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Duration Rows Sources References Paragraphs Type Words Region

15 8 Document 498 10

15 8 10 0 Total 498

Boundary Spanning Free Node

Description Ability to be a go between different levels in the organization and communicate information up and down those levels. Possibly

even being able to communicate information between organizations.

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10/6/2009 2:20 PM

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Duration Rows Sources References Paragraphs Type Words Region

22 9 Document 1,122 21

22 9 21 0 Total 1122

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Coaching Free Node

Description Ability to help individuals define actions and devise plans that lead to a desired goal or outcome. To direct and prompt others

toward a desired outcome.

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Duration Rows Sources References Paragraphs Type Words Region

88 19 Document 3,437 61

88 19 61 0 Total 3437

Communication & Listening Free Node

Description Send clear messages and ability to discern meaning from what you are being told and to provide appropriate feedback.

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50 16 Document 1,202 31

50 16 31 0 Total 1202

Competitive Free Node

Description An attitude that strives to succeed and/or win.

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16 9 Document 387 11

16 9 11 0 Total 387

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Confident Free Node

Description Believing in yourself and the appropriateness of your actions and decisions. Demonstrating self-assurance.

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8/2/2009 8:21 PM

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11 7 Document 429 10

11 7 10 0 Total 429

Customer Orientation Free Node

Description Knowledge and/or familiarity with the organizations customers and the desire to fulfill customer expectations.

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29 17 Document 1,322 28

29 17 28 0 Total 1322

Empathetic Free Node

Description An ability to see the situation from the perspective of another and understand the emotions of others. Understanding, being

aware of, being sensitive to, and vicariously experiencing the feelings, thoughts, and experience of another.

6/29/2009 1:20 PM

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Empower salespeople Free Node

Description Give salespeople the freedom to make their own decisions make mistakes and learn from those mistakes

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9 5 Document 375 7

9 5 7 0 Total 375

Ethical Free Node

Description Ability to be honest, trustworthy and display good moral character

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18 8 Document 482 14

18 8 14 0 Total 482

High Energy Free Node

Description Ability to work long hours and undertake a large amount of work.

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19 11 Document 442 14

19 11 14 0 Total 442

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Impatient Free Node

Description Shows lack of patience in their managerial role.

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8/3/2009 10:18 PM

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Duration Rows Sources References Paragraphs Type Words Region

7 6 Document 351 7

7 6 7 0 Total 351

Initiative Free Node

Description Self motivated - take action without being told to do so. Take action independent of outside influence or control

6/30/2009 2:01 PM

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Duration Rows Sources References Paragraphs Type Words Region

6 3 Document 316 5

6 3 5 0 Total 316

Intuitive Free Node

Description The ability to understand unspoken nuances, though insight.

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10 7 Document 386 8

10 7 8 0 Total 386

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Learning Oriented Free Node

Description Be willing and able to constantly keep learning and seeking out new information.

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19 13 18 0 Total 729

Motivate and Lead Free Node

Description The ability to influence people to do things they otherwise would not do all other things being equal. Provide the stimulus to get

others to take action.

7/11/2009 2:51 PM

10/6/2009 2:52 PM

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MJF

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Duration Rows Sources References Paragraphs Type Words Region

21 10 Document 724 20

21 10 20 0 Total 724

Patient Free Node

Description Quality of being patient - taking time with someone to understand him or her. Manifesting forbearance under provocation.

6/24/2009 1:19 PM

10/11/2009 7:27 PM

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Duration Rows Sources References Paragraphs Type Words Region

9 5 Document 185 7

9 5 7 0 Total 185

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People Oriented Free Node

Description An attitude of positive regard for people.

6/22/2009 1:50 PM

10/11/2009 7:27 PM

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2

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Duration Rows Sources References Paragraphs Type Words Region

17 10 Document 541 13

17 10 13 0 Total 541

Planning Free Node

Description Ability to use facts to formulate plans for sales and salespeople. The ability to formulate a detailed program of action to attempt

to achieve some preset goal.

6/24/2009 12:49 PM

10/6/2009 2:53 PM

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MJF

MJF

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Duration Rows Sources References Paragraphs Type Words Region

38 19 Document 1,468 34

38 19 34 0 Total 1468

Politically Astute Free Node

Description Having an understanding of the intricacies of the various personal relationships within and outside of the organization and

being able to understand and possibly predict how various actions will influence those relationships and individuals.

7/7/2009 1:13 PM

10/6/2009 2:08 PM

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Duration Rows Sources References Paragraphs Type Words Region

4 4 Document 182 4

4 4 4 0 Total 182

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Problem solving Free Node

Description Resolve difficulties with people, and/or situations

6/29/2009 1:04 PM

10/6/2009 2:12 PM

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Duration Rows Sources References Paragraphs Type Words Region

15 9 Document 565 13

15 9 13 0 Total 565

Product & Industry knowledge Free Node

Description Understanding the intricacies of the product- what it can and cannot do and/or understand trends in the industry and how your

product fits.

7/2/2009 1:04 PM

10/11/2009 7:57 PM

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Duration Rows Sources References Paragraphs Type Words Region

22 10 Document 457 16

22 10 16 0 Total 457

Relationship Oriented Free Node

Description A desire to form and maintain relationships with others.

6/22/2009 2:10 PM

10/11/2009 7:38 PM

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Duration Rows Sources References Paragraphs Type Words Region

47 15 Document 1,739 38

47 15 38 0 Total 1739

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Results Oiented Free Node

Description Driven by the goal set for a group or territory. Bottom-line oriented.

6/24/2009 1:06 PM

10/11/2009 7:51 PM

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Duration Rows Sources References Paragraphs Type Words Region

64 18 Document 1,618 44

64 18 44 0 Total 1618

Rewarding Reps Free Node

Description Providing rewards to salespeople either intrinsic or extrinsic

10/6/2009 1:57 PM

10/6/2009 2:50 PM

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0

Duration Rows Sources References Paragraphs Type Words Region

8 4 Document 236 7

8 4 7 0 Total 236

Sales skills Free Node

Description Knowledge and/or mastery of selling skills

6/30/2009 1:38 PM

10/11/2009 7:51 PM

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Duration Rows Sources References Paragraphs Type Words Region

11 7 Document 295 11

11 7 11 0 Total 295

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Satisfaction through others Free Node

Description Achievement and feelings of success are derived by the success of others.. Others provide satisfaction through their success.

6/22/2009 1:52 PM

10/11/2009 8:01 PM

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Duration Rows Sources References Paragraphs Type Words Region

45 18 Document 1,850 36

45 18 36 0 Total 1850

Support Reps Free Node

Description Undertake activities to provide necessary support for the reps. provide the resources necessary for the reps to get their jobs

done. This could be technical information, people or monetary resources among others.

7/3/2009 11:39 AM

10/11/2009 8:01 PM

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Duration Rows Sources References Paragraphs Type Words Region

16 10 Document 696 14

16 10 14 0 Total 696

Teamwork Oriented Free Node

Description Interviewee works well in a team oriented environment.

7/17/2009 11:43 AM

10/11/2009 7:46 PM

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Duration Rows Sources References Paragraphs Type Words Region

27 10 Document 928 24

27 10 24 0 Total 928

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Training & Developing Salespeople Free Node

Description Perform the task of training & developing salespeople.

6/24/2009 1:02 PM

10/11/2009 8:01 PM

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Duration Rows Sources References Paragraphs Type Words Region

61 18 Document 1,893 48

61 18 48 0 Total 1893

Understand Cultural Differences Free Node

Description The ability to recognize and adapt to a different cultural situation. The cultural difference may be within a country or

international.

6/29/2009 2:27 PM

7/17/2009 12:34 PM

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Duration Rows Sources References Paragraphs Type Words Region

3 1 Document 132 3

3 1 3 0 Total 132

Understand When to Take Action Free Node

Description The ability to take the pulse of a situation is and choose the appropriate action whether it involves people or organizations.

6/29/2009 1:22 PM

10/6/2009 2:10 PM

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Duration Rows Sources References Paragraphs Type Words Region

26 12 Document 1,435 25

26 12 25 0 Total 1435

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Appendix C: Consent Form

INFORMED CONSENT FORM FOR SOCIAL SCIENCE RESEARCH

The Pennsylvania State University

Title of Project: Critical Incident Interview

Principal Investigator: Monica J. Favia , 1105 Sandy Valley, Rd. White Haven, PA

16881, 570-204-5232, [email protected]

Advisor: Dr. William J. Rothwell, 310B Keller Building,

University Park, PA 18602, 814-863-2581, [email protected]

Purpose of the Study: . The purpose of the study is to identify the minimum

competencies necessary for success in the sales manager‟s job in the new

millennium and to determine if there are differences in the sales manager‟s

competencies if the product is a consumer good, industrial product or

service.

1. Procedures to be followed: You will be asked to participate in one, one-

hour interview. The interview will be audio-recorded. You will also be

asked to review the transcript of your interview for accuracy,

2. Benefits: None is available for participating in the research.

3. Duration/Time: One - one hour interview session and follow-up

confirmation of transcribed interview.

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4. Statement of Confidentiality: The interview will be audio-recorded. The

results will be summarized in a written transcript, and organized into a

written report. Pseudonyms will be used instead of your real name when

reporting any direct quotes. Your name or other identifying information

will never be linked to your personal responses. The tape will be kept in

either the locked office of the principal investigator or the home of the

principal investigator. The tapes will only be accessible to the principal

investigator and the transcriptionist, Traci Mitchell, Marketing Department

secretary at Bloomsburg University. The tape of this interview will be

destroyed by Dec. 31, 2011. The transcript, which will not contain any

identifying information will be kept indefinitely. Your participation i in

this research is confidential.

5. Right to Ask Questions: You can ask questions about this research. Contact

Dr. William J. Rothwell at 814-863-2581 or Monica J. Favia at 570-683-

6885 with questions.

6. Voluntary Participation: Your decision to be in this research is voluntary.

You can stop at any time. You do not have to answer any questions you do

not want to answer.

7. Options for Use of Recording Devices: Please indicate your preference for

being digitally-recorded.

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_______________ Yes, I agree to be digitally recorded during the personal

interview.

_______________ No, I do not agree to be digitally recorded during the

personal interview.

You must be 18 years of age or older to consent to take part in this research study.

If you agree to take part in this research study and the information outlined

above, please sign your name and indicate the date below.

You will be given a copy of this signed and dated consent form for your records.

_____________________________________________

Participant Signature Date

_____________________________________________

Person Obtaining Consent Date

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Appendix D: Inter-rater Reliability

Node Source Type Source Source Folder Source Size Agreement (%)

A and B (%) Not A and Not B (%) Disagreement (%) A and

Not B (%) B and Not A (%)

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100 0 100 0 0 0

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100 0 100 0 0 0

Adaptable Document MonicaFavia02 Internals 33209 chars

100 0.61 99.38 0 0 0

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100 0 100 0 0 0

Adaptable Document MonicaFavia04 Internals 16660 chars

99.4 0.47 98.93 0.6 0 0.6

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Adaptable Document MonicaFavia09 Internals 23123 chars

100 0 100 0 0 0

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99.46 0 99.46 0.54 0.54 0

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100 0 100 0 0 0

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100 0 100 0 0 0

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100 0 100 0 0 0

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98.89 0.68 98.21 1.11 1.1 0.01

Adaptable Document MonicaFavia15 Internals 19121 chars

100 0 100 0 0 0

Adaptable Document MonicaFavia17 Internals 15863 chars

100 0 100 0 0 0

Adaptable Document MonicaFavia18 Internals 19950 chars

98.02 0 98.02 1.98 0.46 1.52

Adaptable Document MonicaFavia19 Internals 24183 chars

97.63 0 97.63 2.37 2.37 0

Adaptable Document MonicaFavia22 Internals 19573 chars

99.68 0 99.68 0.32 0.32 0

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Adaptable Document MonicaFavia24 Internals 23523 chars

95.73 0 95.73 4.27 4.27 0

Adaptable Document MonicaFavia25 Internals 32878 chars

94.99 0.4 94.6 5.01 5.01 0

Adaptable Document MonicaFavia26 Internals 24030 chars

98.58 0 98.58 1.42 1.42 0

Analytical Document Monica Favia 41 Internals 29101 chars

98.42 0.61 97.81 1.58 1.58 0

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100 0 100 0 0 0

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99.47 0 99.47 0.53 0.53 0

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100 0 100 0 0 0

Analytical Document MonicaFavia01 Internals 24755 chars

100 0 100 0 0 0

Analytical Document MonicaFavia02 Internals 33209 chars

100 0 100 0 0 0

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98.93 0 98.93 1.07 0 1.07

Analytical Document MonicaFavia04 Internals 16660 chars

100 0 100 0 0 0

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Analytical Document MonicaFavia09 Internals 23123 chars

100 0 100 0 0 0

Analytical Document MonicaFavia10 Internals 12849 chars

100 0 100 0 0 0

Analytical Document MonicaFavia11 Internals 21419 chars

99.89 0.56 99.33 0.11 0.1 0.01

Analytical Document MonicaFavia12 Internals 26568 chars

99.07 0 99.07 0.93 0.93 0

Analytical Document MonicaFavia13 Internals 13336 chars

100 0 100 0 0 0

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99.27 0 99.27 0.73 0.73 0

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100 0 100 0 0 0

Analytical Document MonicaFavia17 Internals 15863 chars

100 0 100 0 0 0

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100 0 100 0 0 0

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97.97 0 97.97 2.03 2.03 0

Analytical Document MonicaFavia22 Internals 19573 chars

97.81 0 97.81 2.19 2.19 0

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Analytical Document MonicaFavia24 Internals 23523 chars

100 0 100 0 0 0

Analytical Document MonicaFavia25 Internals 32878 chars

100 0 100 0 0 0

Analytical Document MonicaFavia26 Internals 24030 chars

100 0 100 0 0 0

Boundary Spanning Document Monica Favia 41 Internals 29101

chars 100 0 100 0 0 0

Boundary Spanning Document MonicaFavia 38 Internals 8375

chars 97.79 0 97.79 2.21 2.21 0

Boundary Spanning Document MonicaFavia_37 Internals 22416

chars 100 0 100 0 0 0

Boundary Spanning Document MonicaFavia_40 Internals 18762

chars 100 0 100 0 0 0

Boundary Spanning Document MonicaFavia01 Internals 24755

chars 98.88 0 98.88 1.12 1.12 0

Boundary Spanning Document MonicaFavia02 Internals 33209

chars 100 0 100 0 0 0

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chars 99.29 0 99.29 0.71 0.71 0

Boundary Spanning Document MonicaFavia04 Internals 16660

chars 93.26 0 93.26 6.74 6.74 0

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Boundary Spanning Document MonicaFavia09 Internals 23123

chars 100 0 100 0 0 0

Boundary Spanning Document MonicaFavia10 Internals 12849

chars 100 0 100 0 0 0

Boundary Spanning Document MonicaFavia11 Internals 21419

chars 100 0 100 0 0 0

Boundary Spanning Document MonicaFavia12 Internals 26568

chars 100 0 100 0 0 0

Boundary Spanning Document MonicaFavia13 Internals 13336

chars 100 0 100 0 0 0

Boundary Spanning Document MonicaFavia14 Internals 37979

chars 100 0 100 0 0 0

Boundary Spanning Document MonicaFavia15 Internals 19121

chars 96.59 0 96.59 3.41 3.41 0

Boundary Spanning Document MonicaFavia17 Internals 15863

chars 100 0 100 0 0 0

Boundary Spanning Document MonicaFavia18 Internals 19950

chars 98.28 0 98.28 1.72 1.72 0

Boundary Spanning Document MonicaFavia19 Internals 24183

chars 91.78 0.83 90.94 8.22 8.22 0

Boundary Spanning Document MonicaFavia22 Internals 19573

chars 100 0 100 0 0 0

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Boundary Spanning Document MonicaFavia24 Internals 23523

chars 96.48 0 96.48 3.52 3.52 0

Boundary Spanning Document MonicaFavia25 Internals 32878

chars 98.46 0 98.46 1.54 1.54 0

Boundary Spanning Document MonicaFavia26 Internals 24030

chars 100 0 100 0 0 0

Coaching Document Monica Favia 41 Internals 29101 chars

99.24 0.7 98.53 0.76 0.61 0.15

Coaching Document MonicaFavia 38 Internals 8375 chars

100 0 100 0 0 0

Coaching Document MonicaFavia_37 Internals 22416 chars

100 0 100 0 0 0

Coaching Document MonicaFavia_40 Internals 18762 chars

98.67 1.82 96.84 1.33 0.9 0.44

Coaching Document MonicaFavia01 Internals 24755 chars

96.86 0 96.86 3.14 3.14 0

Coaching Document MonicaFavia02 Internals 33209 chars

96.63 0 96.63 3.37 3.37 0

Coaching Document MonicaFavia03 Internals 31824 chars

92.69 0.66 92.03 7.31 7.28 0.03

Coaching Document MonicaFavia04 Internals 16660 chars

92.79 1.76 91.03 7.21 7.21 0.01

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Coaching Document MonicaFavia09 Internals 23123 chars

100 0 100 0 0 0

Coaching Document MonicaFavia10 Internals 12849 chars

93.31 0 93.31 6.69 6.69 0

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92.21 0.38 91.83 7.79 7.77 0.02

Coaching Document MonicaFavia12 Internals 26568 chars

98.04 0.66 97.38 1.96 1.96 0

Coaching Document MonicaFavia13 Internals 13336 chars

96.34 0 96.34 3.66 3.66 0

Coaching Document MonicaFavia14 Internals 37979 chars

93.47 0.63 92.84 6.53 6.53 0

Coaching Document MonicaFavia15 Internals 19121 chars

98.82 0 98.82 1.18 1.18 0

Coaching Document MonicaFavia17 Internals 15863 chars

95.26 0.65 94.61 4.74 4.41 0.33

Coaching Document MonicaFavia18 Internals 19950 chars

99.08 0.33 98.76 0.92 0.91 0.01

Coaching Document MonicaFavia19 Internals 24183 chars

99.47 0 99.47 0.53 0.53 0

Coaching Document MonicaFavia22 Internals 19573 chars

95.77 0 95.77 4.23 4.23 0

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Coaching Document MonicaFavia24 Internals 23523 chars

97.42 0 97.42 2.58 2.58 0

Coaching Document MonicaFavia25 Internals 32878 chars

95.45 0 95.45 4.55 4.55 0

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97.96 0.14 97.82 2.04 1.71 0.32

Communication & Listening Document Monica Favia 41 Internals

29101 chars 99.16 0.31 98.85 0.84 0.68 0.16

Communication & Listening Document MonicaFavia 38 Internals

8375 chars 90.34 2.84 87.5 9.66 3.2 6.46

Communication & Listening Document MonicaFavia_37 Internals

22416 chars 98.87 2.14 96.73 1.13 0.29 0.84

Communication & Listening Document MonicaFavia_40 Internals

18762 chars 100 0 100 0 0 0

Communication & Listening Document MonicaFavia01 Internals

24755 chars 100 0 100 0 0 0

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33209 chars 98.92 0.48 98.44 1.08 0.51 0.57

Communication & Listening Document MonicaFavia03 Internals

31824 chars 98.99 0.47 98.52 1.01 1 0.01

Communication & Listening Document MonicaFavia04 Internals

16660 chars 100 0 100 0 0 0

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Communication & Listening Document MonicaFavia09 Internals

23123 chars 100 0 100 0 0 0

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Communication & Listening Document MonicaFavia13 Internals

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37979 chars 99.18 0.11 99.07 0.82 0.52 0.3

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Communication & Listening Document MonicaFavia24 Internals

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Competitive Document Monica Favia 41 Internals 29101 chars

100 0 100 0 0 0

Competitive Document MonicaFavia 38 Internals 8375 chars

100 0 100 0 0 0

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100 0 100 0 0 0

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Competitive Document MonicaFavia04 Internals 16660 chars

99.01 0 99.01 0.99 0 0.99

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Competitive Document MonicaFavia09 Internals 23123 chars

100 0 100 0 0 0

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Competitive Document MonicaFavia15 Internals 19121 chars

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Competitive Document MonicaFavia24 Internals 23523 chars

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Competitive Document MonicaFavia25 Internals 32878 chars

100 0 100 0 0 0

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Confident Document Monica Favia 41 Internals 29101 chars

100 0 100 0 0 0

Confident Document MonicaFavia 38 Internals 8375 chars

100 0 100 0 0 0

Confident Document MonicaFavia_37 Internals 22416 chars

100 0 100 0 0 0

Confident Document MonicaFavia_40 Internals 18762 chars

100 0 100 0 0 0

Confident Document MonicaFavia01 Internals 24755 chars

100 0 100 0 0 0

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97.99 0 97.99 2.01 2.01 0

Confident Document MonicaFavia03 Internals 31824 chars

99.91 1.07 98.84 0.09 0.09 0

Confident Document MonicaFavia04 Internals 16660 chars

99.63 0 99.63 0.37 0.37 0

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Confident Document MonicaFavia09 Internals 23123 chars

100 0 100 0 0 0

Confident Document MonicaFavia10 Internals 12849 chars

100 0 100 0 0 0

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Confident Document MonicaFavia12 Internals 26568 chars

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Confident Document MonicaFavia13 Internals 13336 chars

100 0 100 0 0 0

Confident Document MonicaFavia14 Internals 37979 chars

100 0 100 0 0 0

Confident Document MonicaFavia15 Internals 19121 chars

100 0 100 0 0 0

Confident Document MonicaFavia17 Internals 15863 chars

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100 0 100 0 0 0

Confident Document MonicaFavia22 Internals 19573 chars

100 0 100 0 0 0

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Confident Document MonicaFavia24 Internals 23523 chars

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Customer Orientation Document MonicaFavia 38 Internals 8375

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Appendix E Coding Summary Report

Dissertation Project:

Generated: 1/7/2010 12:30 PM

Name Initials

Coding By

MJF Compaq_Owner

KP Kristi

Total Users 2

Internals\Monica Favia 41 Document

References Coverage

3 Free Nodes\Analytical

Node Coding

2.19%

Reference Character Range 1 - 2 1.65% Coverage 8805 - 9285

They also have to be financial. Our sales managers need to understand the impact of sales and expenses not only in their own departments, but what it means to the whole branch. As I said earlier, we're sort of run as individual

companies, and we're looked at as an individual company and sales are a very important part of it. The sales managers have to have some type of financial, not a financial background, but have the ability to understand the figures within

the branch.

Reference Character Range 3 0.54% Coverage 27698 - 27854

They have the ability to look at their area, whatever that is, and be able to drive the business necessary for the financial rewards that his people need.

References Coverage

5 Free Nodes\Coaching

Node Coding

1.47%

Reference Character Range 1 - 2 0.51% Coverage 10941 - 11089

He will be out there with the rep, mentoring them, coaching them on how to sell different technologies. They do spend a lot of time the sales reps.

Reference Character Range 3 - 4 0.51% Coverage 26540 - 26688

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All of this is the motivation that they have. I think a good sales manager knows his people, knows how to motivate his people, how to mentor them.

Reference Character Range 5 0.45% Coverage 28970 - 29101

But his abilities are more of the mentoring and educating his sales people than what it is out in the field, going door to door.

References Coverage

4 Free Nodes\Communication & Listening

Node Coding

1.15%

Reference Character Range 1 0.31% Coverage 16161 - 16251

Let's talk about one where, because we didn't really truly listen to an existing customer

Reference Character Range 2 0.37% Coverage 18890 - 18998

It's the empathy and the fact that you need to be able to listen and understand what people are asking you.

Reference Character Range 3 - 4 0.47% Coverage 27380 - 27517

I think a sales manager is very empathetic. I think he knows how to listen to people, whether it's his own employees or the customers.

References Coverage

5 Free Nodes\Customer Orientation

Node Coding

3.53%

Reference Character Range 1 - 2 1.86% Coverage 9597 - 10137

The other thing that we always stress is that our sales department is really our first level of customer service. That's who the customer hears from first, so it's really important that our sales people have to have objectives and goals

based on customer service as well, meaning that if they get a sales lead, they have to call the sales lead back within 24 hours, and that's as well as they have to have time frames in which they get written proposals out to customers. I

think that those types of strategies have worked well for us.

Reference Character Range 3 0.29% Coverage 16029 - 16113

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ultimately that's what my business is, you have to meet the needs of the customer.

Reference Character Range 4 0.45% Coverage 23597 - 23728

When the cycle is long, he will make sure that he is spending the time visiting with the customer, reviewing the equipment traces.

Reference Character Range 5 0.94% Coverage 26689 - 26962

He also knows the customers. He knows the competitors in his marketplace. He knows how to strategize and move his team forward. And it's not always easy, and there's a lot of failures along the way, but he takes those failures and he

makes them successes down the road.

References Coverage

4 Free Nodes\Empathetic

Node Coding

1.24%

Reference Character Range 1 - 2 0.77% Coverage 18889 - 19114

It's the empathy and the fact that you need to be able to listen and understand what people are asking you. And without those qualities, and not being able to deviate from those qualities, you're not going to be successful.

Reference Character Range 3 - 4 0.47% Coverage 27380 - 27517

I think a sales manager is very empathetic. I think he knows how to listen to people, whether it's his own employees or the customers.

References Coverage

3 Free Nodes\Motivate and Lead

Node Coding

1.10%

Reference Character Range 1 0.11% Coverage 19328 - 19361

he had the ability to motivate.

Reference Character Range 2 0.48% Coverage 26216 - 26355

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232

I think it takes a very unique individual to be able to motivate, whether it's a five man sales team or whether it's a 500 man sales team.

Reference Character Range 3 0.51% Coverage 26540 - 26687

All of this is the motivation that they have. I think a good sales manager knows his people, knows how to motivate his people, how to mentor them.

References Coverage

4 Free Nodes\Planning

Node Coding

1.23%

Reference Character Range 1 0.45% Coverage 8484 - 8616

We're very strategy-oriented, so our sales managers have to develop strategies so that they're able to move the company forward. In

Reference Character Range 2 0.16% Coverage 8736 - 8782

So I need somebody who can develop the goals -

Reference Character Range 3 0.30% Coverage 14200 - 14287

And so, one of our biggest strengths as managers is that we strategize and do it well.

Reference Character Range 4 0.32% Coverage 27517 - 27609

I think they can develop goals and strategies that move the sales people to a better success

References Coverage

6 Free Nodes\Product & Industry knowledge

Node Coding

1.93%

Reference Character Range 1 0.52% Coverage 10409 - 10560

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233

The training is done by the sales manager. And, as I said, part of our more complicated, technical aspect of the job is not learned for several years.

Reference Character Range 2 - 4 0.99% Coverage 14369 - 14656

It's my sales manager, who understands our business. He also understands our competitors. He has a brilliant mind for them as far as what kinds of services they provide, how they provide it, and exactly, in technical terms, he talks to

individuals on why our services are different.

Reference Character Range 5 0.33% Coverage 26357 - 26452

I think that the respect, the knowledge that they have about the products that they're selling,

Reference Character Range 6 0.10% Coverage 27612 - 27642

They have product knowledge.

References Coverage

7 Free Nodes\Relationship Oriented

Node Coding

8.38%

Reference Character Range 1 1.67% Coverage 2858 - 3343

we look at sales commercially as partnerships. We understand our customers' needs. In business today, you can get, especially with the advent of the internet, most of your equipment can be bought on the internet. So we've taken this

marketing strategy that what we sell is service. They can buy these pieces of equipment anywhere, but what they can't buy is the ability for us to design the system specifically for their needs and to be able to service it to their specific

needs.

Reference Character Range 2 0.78% Coverage 6880 - 7107

And it's more-so because of relationships or because it's very difficult to move all the technology from one company to another. So, we stress the importance of offering new services, whatever that may be within the industry.

Reference Character Range 3 0.44% Coverage 11404 - 11533

We don't call them sales reps, we call them consultants. Because half of their job is consulting, and the other half is selling.

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234

Reference Character Range 4 4.10% Coverage 12615 - 13807

One of the things that we often have to do is we often have to show a customer their return on investment. In our business, if we can do that well, we get the job. We've had a customer that - If we look at them and we could show them that if they install one of our systems, how they could get more profits from their own customers, we went in

there with the idea that we could possibly help them, that they could more equally distribute their electricity bills from the system that we install. They didn't actually believe it until we showed them exactly how they can do that. And we

did. We got the job, and they told us that they saved the most amount of money by distributing their costs correctly to their tenants. And since that day, they have recommended, we have probably, it's probably the best referral sales I've

ever gotten because they understood what we wanted to give them, they were hesitant at first because they didn't understand the money. Once we installed the system, they made the decision to install the system, and they actually

saw the savings, they've probably been my greatest resource of commercial referrals in the property management business that we have.

Reference Character Range 5 0.31% Coverage 13930 - 14019

I think that, because my commercial sales manager and I, we have a very good relationship

Reference Character Range 6 0.51% Coverage 20709 - 20856

Sales, I think is partly a relationship. You buy from people, at first. Then you learn that it's the services and things like that afterwards.

Reference Character Range 7 0.58% Coverage 25205 - 25375

I think that any of the unsuccessful situations make us a better company, in a lot of respects. It tells you about your relationship building, when you don't get the job

References Coverage

2 Free Nodes\Results Oiented

Node Coding

0.46%

Reference Character Range 1 0.18% Coverage 6231 - 6283

That means that we measure their successes every day

Reference Character Range 2 0.29% Coverage 17581 - 17664

You need to do what you need to do to increase your sales in a very particular area

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235

References Coverage

2 Free Nodes\Rewarding Reps

Node Coding

1.42%

Reference Character Range 1 0.67% Coverage 23333 - 23527

I mean, it is wasting their time and sales people are motivated by money, and this is literally taking money from them because they have to go now to the next job, and find that next large job.

Reference Character Range 2 0.76% Coverage 23959 - 24179

So he's actually helping them. And the way we have our compensation package, the sales manager is helping the sales rep. There's no deductions in commissions or things like that because they're using other resources.

References Coverage

2 Free Nodes\Sales skills

Node Coding

0.48%

Reference Character Range 1 0.13% Coverage 7471 - 7510

Yes. We look for experience in sales.

Reference Character Range 2 0.35% Coverage 12454 - 12556

So at that point in these large jobs, the sales manager is actually at the sales close with the rep.

References Coverage

1 Free Nodes\Satisfaction through others

Node Coding

0.97%

Reference Character Range 1 0.97% Coverage 26075 - 26357

First of all, I think a successful sales manager has very successful sales people working. He is responsible for developing that team, and I think it takes a very unique individual to be able to motivate, whether it's a five man sales

team or whether it's a 500 man sales team.

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236

References Coverage

4 Free Nodes\Support Reps

Node Coding

3.61%

Reference Character Range 1 0.51% Coverage 10941 - 11089

He will be out there with the rep, mentoring them, coaching them on how to sell different technologies. They do spend a lot of time the sales reps.

Reference Character Range 2 0.60% Coverage 23597 - 23773

When the cycle is long, he will make sure that he is spending the time visiting with the customer, reviewing the equipment traces. He will try to make their job more easier.

Reference Character Range 3 1.53% Coverage 23991 - 24435

And the way we have our compensation package, the sales manager is helping the sales rep. There's no deductions in commissions or things like that because they're using other resources. We also have support people there to help our sales people. More with the technical aspects, researching equipment and all that, so they do have a support system

there for the large jobs, that they're not necessarily doing the minutia of it all the time.

Reference Character Range 4 0.97% Coverage 26075 - 26357

First of all, I think a successful sales manager has very successful sales people working. He is responsible for developing that team, and I think it takes a very unique individual to be able to motivate, whether it's a five man sales

team or whether it's a 500 man sales team.

References Coverage

3 Free Nodes\Teamwork Oriented

Node Coding

1.44%

Reference Character Range 1 0.63% Coverage 9286 - 9468

We compensate our sales managers based on team successes, not individual successes. The team actually has to make their quotas and their goals, and that's how they're compensated.

Reference Character Range 2 0.47% Coverage 26075 - 26211

First of all, I think a successful sales manager has very successful sales people working. He is responsible for developing that team,

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237

Reference Character Range 3 0.35% Coverage 28314 - 28415

. I think having a good sales team is the foremost important thing that you need within the business.

References Coverage

5 Free Nodes\Training & Developing Salespeople

Node Coding

2.23%

Reference Character Range 1 0.48% Coverage 5607 - 5746

We have very specific training, which other companies don't, and we've worked with people that we've hired from other companies don't last.

Reference Character Range 2 0.26% Coverage 8367 - 8444

someone that is more mentoring and training in how they're going to do that,

Reference Character Range 3 - 4 0.52% Coverage 10409 - 10561

The training is done by the sales manager. And, as I said, part of our more complicated, technical aspect of the job is not learned for several years.

Reference Character Range 5 0.97% Coverage 26075 - 26357

First of all, I think a successful sales manager has very successful sales people working. He is responsible for developing that team, and I think it takes a very unique individual to be able to motivate, whether it's a five man sales

team or whether it's a 500 man sales team.

Total References

Coverage

60

Total Users

2.05%

2

Internals\MonicaFavia 38 Document

Coding Summary Report

Page 248: The Pennsylvania State University The Graduate School AN

238

References Coverage

1 Free Nodes\Boundary Spanning

Node Coding

2.21%

Reference Character Range 1 2.21% Coverage 7987 - 8172

The last part of the puzzle then is to communicate with management, letting them know what the needs of the team are, what is helping, what is hurting us from keeping our objectives.

References Coverage

8 Free Nodes\Communication & Listening

Node Coding

12.50%

Reference Character Range 1 - 2 3.82% Coverage 1636 - 1956

At the core, it is my job to communicate clearly defined goals for each member of my team, plan a strategy to achieve these stated goals, tie their bonus program into these goals, which will motivate them, and then finally, to provide

timely feedback to their performance, which is closely tied to their bonus payout.

Reference Character Range 3 - 4 1.84% Coverage 3744 - 3898

. Also, if you have good communication, clearly defined, realistic goals, cost feedback, all tied into a good bonus plan, this is a recipe for success.

Reference Character Range 5 1.10% Coverage 5407 - 5499

I didn‘t communicate enough with them, and eventually, they replaced me with a competitor.

Reference Character Range 6 1.50% Coverage 7308 - 7434

They‘ll get a sale from their customer due to their work of one of their teammates, forcing though that communication is key.

Reference Character Range 7 2.05% Coverage 7814 - 7986

You can‘t ever replace hard work, you need to be organized, communication, a strategic thinker, motivator, energetic, concerned about others, the customer and team members.

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239

Reference Character Range 8 2.19% Coverage 7987 - 8170

The last part of the puzzle then is to communicate with management, letting them know what the needs of the team are, what is helping, what is hurting us from keeping our objectives.

References Coverage

1 Free Nodes\Customer Orientation

Node Coding

0.86%

Reference Character Range 1 0.86% Coverage 5563 - 5635

The customer pays the bill, and that makes them the number one priority.

References Coverage

1 Free Nodes\High Energy

Node Coding

0.39%

Reference Character Range 1 0.39% Coverage 7814 - 7847

You can‘t ever replace hard work,

References Coverage

1 Free Nodes\Learning Oriented

Node Coding

3.02%

Reference Character Range 1 3.02% Coverage 4487 - 4740

As you know, life is not always about learned, life is about learning from your mistakes and making improvements after you go through those mistakes. Not a day goes by when I‘m not questioning our methods and making changes where I

think we can improve.

References Coverage

3 Free Nodes\Motivate and Lead

Node Coding

4.29%

Reference Character Range 1 1.09% Coverage 1150 - 1241

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240

As the leader of a very professional group of men and women, my job is mostly to lead them

Reference Character Range 2 1.15% Coverage 3318 - 3414

but also in leading people and through osmosis, I began to want my own leadership techniques.

Reference Character Range 3 2.05% Coverage 7814 - 7986

You can‘t ever replace hard work, you need to be organized, communication, a strategic thinker, motivator, energetic, concerned about others, the customer and team members.

References Coverage

2 Free Nodes\Planning

Node Coding

2.63%

Reference Character Range 1 0.56% Coverage 1726 - 1773

plan a strategy to achieve these stated goals,

Reference Character Range 2 2.07% Coverage 4828 - 5001

I think, perhaps, it might be more strategic if we change the territories to allow for better coverage to our largest customers, which is the lion‘s share of our attention.

References Coverage

1 Free Nodes\Problem solving

Node Coding

0.35%

Reference Character Range 1 0.35% Coverage 1246 - 1275

put in place strategic goals,

Coding Summary Report

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241

References Coverage

1 Free Nodes\Relationship Oriented

Node Coding

0.64%

Reference Character Range 1 0.64% Coverage 7932 - 7986

concerned about others, the customer and team members.

References Coverage

1 Free Nodes\Results Oiented

Node Coding

0.54%

Reference Character Range 1 0.54% Coverage 3966 - 4011

Sometimes it takes a while to achieve goals.

References Coverage

4 Free Nodes\Rewarding Reps

Node Coding

4.24%

Reference Character Range 1 0.50% Coverage 1774 - 1816

tie their bonus program into these goals,

Reference Character Range 2 1.09% Coverage 1863 - 1954

provide timely feedback to their performance, which is closely tied to their bonus payout.

Reference Character Range 3 1.81% Coverage 3746 - 3898

Also, if you have good communication, clearly defined, realistic goals, cost feedback, all tied into a good bonus plan, this is a recipe for success.

Reference Character Range 4 0.84% Coverage 7192 - 7262

Coding Summary Report

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242

To strive to remind them that someday there‘s something in it for them

References Coverage

3 Free Nodes\Satisfaction through others

Node Coding

4.26%

Reference Character Range 1 1.64% Coverage 1212 - 1349

my job is mostly to lead them and put in place strategic goals, feedback, goals and some training that will allow them to be successful.

Reference Character Range 2 1.22% Coverage 3554 - 3656

couldn‘t have been successful without the good folks at Lane, the Shoe Leather to bring in the sales.

Reference Character Range 3 1.41% Coverage 7189 - 7307

I: To strive to remind them that someday there‘s something in it for them, that if the team succeeds, they‘ll succeed.

References Coverage

6 Free Nodes\Teamwork Oriented

Node Coding

9.76%

Reference Character Range 1 2.46% Coverage 1429 - 1635

We have very kindly conference calls, where we discuss as a team what is going well and what are the challenges. We are seen at the customer level, and we discuss as a team how to overcome these challenges.

Reference Character Range 2 - 3 1.13% Coverage 3513 - 3608

Well, sales management is a team sport. I couldn‘t have been successful without the good folks

Reference Character Range 4 - 5 4.64% Coverage 5635 - 6024

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243

A second unsuccessful time was dealing with a team member, who was a very good sales person, but had a difficult time getting along with the other team members. A group needs to depend on each other and assist each other, even if

it meant the other would get credit for the sale and the bonus went with it. The team member was not willing to help others if there was nothing in it for him

Reference Character Range 6 1.52% Coverage 7264 - 7391

that if the team succeeds, they‘ll succeed. They‘ll get a sale from their customer due to their work of one of their teammates,

References Coverage

2 Free Nodes\Training & Developing Salespeople

Node Coding

1.62%

Reference Character Range 1 - 2 1.62% Coverage 1212 - 1348

my job is mostly to lead them and put in place strategic goals, feedback, goals and some training that will allow them to be successful.

Total References

Coverage

35

Total Users

3.38%

2

Internals\MonicaFavia_37 Document

References Coverage

1 Free Nodes\Adaptable

Node Coding

1.82%

Reference Character Range 1 1.82% Coverage 17789 - 18198

Two, I would say, and frankly, I thought I was pretty good at it, but you‘ve got to create your supportive relationships with nearly everybody that you work with, and if you have somebody that you have a personality conflict with, you

really can‘t afford the luxury of writing them off, and you somehow have to figure out a way to connect with them, so that they feel supported in what they‘re trying to do.

References Coverage

1 Free Nodes\Analytical

Node Coding

0.53%

Reference Character Range 1 0.53% Coverage 10017 - 10135

Coding Summary Report

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244

One, a genuine, intellectual curiosity for what needs were not being met. You had to really focus on that piece of it.

References Coverage

7 Free Nodes\Communication & Listening

Node Coding

3.27%

Reference Character Range 1 - 2 0.91% Coverage 10165 - 10370

I think you had to be a skilled communicator. You had to get up and communicate the goals and the objectives with a story that made sense that other people could really rally behind and be enthused about.

Reference Character Range 3 - 4 1.07% Coverage 10585 - 10825

I‘d say my greatest skill through all this was communication, being able to put, my being able to express and articulate skillfully the why and the need, and then translate it that into why they needed to be emotionally involved, as well.

Reference Character Range 5 0.83% Coverage 12506 - 12692

When you consult with folks, and you really allow them to participate in the creative extension, of these ideas and the execution of them, that‘s where the ownership took place for us.

Reference Character Range 6 - 7 0.45% Coverage 19664 - 19765

Three, I think that if you have the area of sales management, you have to be a skilled communicator.

References Coverage

1 Free Nodes\Customer Orientation

Node Coding

2.15%

Reference Character Range 1 2.15% Coverage 2893 - 3374

We also spent a lot of time with dealer development. We focused heavily on dealer advisories and rep advisories, where we drove continuous process improvement, from both the market side and the internal sales side. We were constantly

evolving our processes for a better result, so there was a huge emphasis on continuous process improvement and feedback to create the buy-end and the emotional and rational support from these folks, so they felt like they were

really stakeholders.

Coding Summary Report

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References Coverage

1 Free Nodes\Ethical

Node Coding

1.75%

Reference Character Range 1 1.75% Coverage 20528 - 20920

think that, Monica, in there is certainly honesty, certainly integrity, certainly compassion. I always like to connect with the spiritual side of these folks that we worked with, and that was usually important, not that that was the TV actor, but

if you had a common spiritual grounding with a lot of the people you worked closely with, that made a huge difference in keeping in perspective.

References Coverage

2 Free Nodes\High Energy

Node Coding

0.77%

Reference Character Range 1 - 2 0.77% Coverage 10371 - 10543

I‘d say a third characteristic was enthusiasm, that there was a level of energy extended, that said, ―Hey, if this person is as excited about this, maybe I should be, too.‖

References Coverage

2 Free Nodes\Intuitive

Node Coding

3.57%

Reference Character Range 1 1.82% Coverage 17789 - 18198

Two, I would say, and frankly, I thought I was pretty good at it, but you‘ve got to create your supportive relationships

with nearly everybody that you work with, and if you have somebody that you have a personality conflict with, you really can‘t afford the luxury of writing them off, and you somehow have to figure out a way to connect with them, so

that they feel supported in what they‘re trying to do.

Reference Character Range 2 1.75% Coverage 20528 - 20920

think that, Monica, in there is certainly honesty, certainly integrity, certainly compassion. I always like to connect with the spiritual side of these folks that we worked with, and that was usually important, not that that was the TV actor, but

if you had a common spiritual grounding with a lot of the people you worked closely with, that made a huge difference in keeping in perspective.

References Coverage

2 Free Nodes\Motivate and Lead

Node Coding

1.65%

Reference Character Range 1 0.81% Coverage 11924 - 12105

Coding Summary Report

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246

Unless you can draw a consensus and engineer the commitment of the group in a way that only intellectually, but emotionally have buy-in, that‘s when the success came from for us.

Reference Character Range 2 0.84% Coverage 12507 - 12696

When you consult with folks, and you really allow them to participate in the creative extension, of these ideas and the execution of them, that‘s where the ownership took place for us.

References Coverage

1 Free Nodes\Planning

Node Coding

2.79%

Reference Character Range 1 2.79% Coverage 7767 - 8392

Well, I‘d say one of the dynamics at work was constantly trying to perceive and define the market need. We were clearly driven from what were the nine operating trends in the business in the market. Where were consumers going? We did this by talking to designers, talking to our own showroom people, talking to reps, talking to dealer advisories,

garnering in the minds of all the showroom magazine folks who we knew well, the Better Homes and Gardens and Nelda Cords and those folks. So, I‘d say principally, we were reasonably a astute at understanding where the market was

trying to go, and what needs were not being met.

References Coverage

1 Free Nodes\Politically Astute

Node Coding

2.36%

Reference Character Range 1 2.36% Coverage 17249 - 17778

When you‘re in the culture of a corporate environment that has, in this case, is called publicly held, there‘s an aspect of

compromise; there‘s a fine line in your own mind whether you‘re selling out or whether you‘re just being realistic, my father would say over and over again, ―Rick, you can‘t fight City Hall.‖ So, I would say one thing in that piece of self-destruction is ‗to what degree do you compromise on your own expectations to along with what the dress intends to

want to be, other than the way you feel about it.‘

References Coverage

1 Free Nodes\Product & Industry knowledge

Node Coding

0.88%

Reference Character Range 1 0.88% Coverage 7767 - 7965

Well, I‘d say one of the dynamics at work was constantly trying to perceive and define the market need. We were clearly driven from what were the nine operating trends in the business in the market.

References Coverage

5 Free Nodes\Relationship Oriented

Node Coding

4.03%

Coding Summary Report

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247

Reference Character Range 1 0.53% Coverage 5836 - 5954

So, winning the loyalties and the support and the selling with the reps was a huge challenge which we ultimately did.

Reference Character Range 2 - 3 2.16% Coverage 17789 - 18274

Two, I would say, and frankly, I thought I was pretty good at it, but you‘ve got to create your supportive relationships with nearly everybody that you work with, and if you have somebody that you have a personality conflict with, you

really can‘t afford the luxury of writing them off, and you somehow have to figure out a way to connect with them, so that they feel supported in what they‘re trying to do. And, I think if you don‘t, then that can tend to backfire on you

longer term

Reference Character Range 4 - 5 1.34% Coverage 19362 - 19662

I would say, is relationships driven, and whether it‘s your sales group or your sales management group or your peers in the management group, you have to be very, very skilled at being able to represent yourself also, but join the

collaborative in the effectiveness of what this group is trying to do

References Coverage

7 Free Nodes\Results Oiented

Node Coding

6.85%

Reference Character Range 1 - 2 2.38% Coverage 1999 - 2533

I: Well, I‘d say overall, in the sales manager‘s role, our number one task was to meet or beat the sales forecast of the budget numbers. I mean, it was foremost in our minds at all times. To beat the numbers, we may have had market share objectives; we may have had new product introduction objectives, we had furniture market selling objectives, twice a year, April and October, in our industry. But, the cardinal task was asked, for us, to meet the sales forecast

number on the financial plan, and if we could, sell a richer mix.

Reference Character Range 3 0.48% Coverage 4487 - 4594

I‘d say one real success role was the progress we made in growing the success volume and beating forecasts.

Reference Character Range 4 0.89% Coverage 5375 - 5575

So, we started with really nothing, and we grew in five years to build a forty million dollar division, and it was largely built off the success of reading the market correctly and what the need was.

Reference Character Range 5 0.32% Coverage 7126 - 7197

Coding Summary Report

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We grew the dealer business from some sixty million to ninety million.

Reference Character Range 6 1.40% Coverage 19017 - 19331

One, you have to understand the larger sense of the objectives. You really have to understand that you are responsible for the top rung of the P&L without orders or everything else falls apart. You have to be wholly committed to figure out

a way to beat the sales forecast, to beat the budgets and financial plan.

Reference Character Range 7 1.38% Coverage 21013 - 21322

if you‘re in sales management, you have to feel a passion for the goal. I mean, you have to love it; you have to love getting up in front of groups; you have to love being able to put the sentences together, so they make sense; you have

to love being able to give them the language to use to get the job done.

References Coverage

1 Free Nodes\Rewarding Reps

Node Coding

2.02%

Reference Character Range 1 2.02% Coverage 5954 - 6407

One little piece of that was that you really couldn‘t do it with money, because they were all highly compensated on commission selling ------brand, so ultimately, we did a forced ranking, and we put out those who were selling --- ---- with the top the best, and those who weren‘t selling much at all at the bottom, and frankly, we kind of shamed them

into commitment. So, their egos were at stake more than their pocketbook, and frankly, it worked.

References Coverage

1 Free Nodes\Satisfaction through others

Node Coding

0.72%

Reference Character Range 1 0.72% Coverage 10914 - 11076

but I would say on the top of my mind is one, you‘ll never do it alone, you‘ve got to be skilled enough to leave room for everybody else‘s to keep players‘ buy-in

References Coverage

3 Free Nodes\Teamwork Oriented

Node Coding

2.80%

Reference Character Range 1 - 2 0.97% Coverage 10917 - 11135

Coding Summary Report

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I would say on the top of my mind is one, you‘ll never do it alone, you‘ve got to be skilled enough to leave room for everybody else‘s to keep players‘ buy-in. It‘s a team thing; it‘s supported by a network of minds.

Reference Character Range 3 1.82% Coverage 17789 - 18198

Two, I would say, and frankly, I thought I was pretty good at it, but you‘ve got to create your supportive relationships with nearly everybody that you work with, and if you have somebody that you have a personality conflict with, you

really can‘t afford the luxury of writing them off, and you somehow have to figure out a way to connect with them, so that they feel supported in what they‘re trying to do.

References Coverage

4 Free Nodes\Training & Developing Salespeople

Node Coding

2.65%

Reference Character Range 1 - 2 1.21% Coverage 2622 - 2893

Well, certainly, and parallel to that was the whole development of the sales organization and their capabilities, so we spent a lot of time on training and development with the sales group, refining their skills, enabling them to develop a

broader range of capabilities.

Reference Character Range 3 - 4 1.44% Coverage 19765 - 20087

You‘re training most of the time, and the training development piece is the sales manager‘s critical, and you have to be able to see opportunities, with people to promote into a clean environment where they can contribute more profoundly,

if you will, as you grow the business, and who you can build on and who you can‘t.

References Coverage

1 Free Nodes\Understand When to Take Action

Node Coding

1.93%

Reference Character Range 1 1.93% Coverage 20093 - 20526

I would say, you have to be tough enough to move away from the bottom ten or fifteen percent of the performers that can‘t meet the objectives, and it is a business you‘re running, in as much you want to do the right thing for people, you

have to stay objective on the task and not get soft on the people side, and move through it with compassion with these folks, to allow them to understand frankly they are meeting the expectation.

Total References

Coverage

42

Total Users

2.36%

2

Internals\MonicaFavia_40 Document

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References Coverage

5 Free Nodes\Coaching

Node Coding

3.16%

Reference Character Range 1 - 2 1.65% Coverage 1319 - 1628

You want to coach somebody to keep the sale in-store, but to sell all the other things that go with it, like our install protection units, and trying to get people to sign up for credit and things like that. Along with installation, we sell

installation, so there‘s a lot of coaching on how to sell something.

Reference Character Range 3 - 4 1.16% Coverage 2392 - 2609

The most important was, they call it coaching here at ------, instead of managing. Coaching, because to encourage your salespeople to do the best job that they can. That is probably the most important task that I have.

Reference Character Range 5 0.35% Coverage 2865 - 2931

We observe them on that and give them pointers every single month.

References Coverage

1 Free Nodes\Customer Orientation

Node Coding

0.94%

Reference Character Range 1 0.94% Coverage 3486 - 3663

making sure that everything is set for the marketing, for the ads, basically, creating the best customer experience that we can when a customer comes in and we overlook that.

References Coverage

2 Free Nodes\High Energy

Node Coding

0.42%

Reference Character Range 1 - 2 0.42% Coverage 17894 - 17973

I think you need to be able to create enthusiasm, like you need to be outgoing;

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References Coverage

1 Free Nodes\Initiative

Node Coding

2.28%

Reference Character Range 1 2.28% Coverage 6821 - 7249

I guess whenever I‘m in a position, there are always challenging things that make me want to apply to be in that type of position, and it‘s kind of a thrill for me to try to step up to a challenge I can be successful with, so I set goals for

myself, and I try to do it. Sometimes, it happens fast, and sometimes it takes a long time. You try to meet your goals, but sometimes, setting goals and being challenged is what helps.

References Coverage

1 Free Nodes\Intuitive

Node Coding

1.35%

Reference Character Range 1 1.35% Coverage 2610 - 2864

Basically, what we do is we observe, you know we have these forms when we observe our sales associates, making sure that they follow process; it‘s actually called a CCE process, which is creating customer enthusiasm, and they have

to follow that process.

References Coverage

1 Free Nodes\Motivate and Lead

Node Coding

0.80%

Reference Character Range 1 0.80% Coverage 8683 - 8834

First of all, is for them to trust you, then looking up to you, and then wanting to work for you. So, you have to kind of create that environment first

References Coverage

2 Free Nodes\Patient

Node Coding

1.07%

Reference Character Range 1 - 2 1.07% Coverage 18092 - 18293

you definitely need to have people skills, because if you can‘t work with people and customers who are extremely irate, you‘re never going to be successful; patience is definitely a virtue in this job.

References Coverage

2 Free Nodes\People Oriented

Node Coding

1.07%

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Reference Character Range 1 - 2 1.07% Coverage 18092 - 18293

you definitely need to have people skills, because if you can‘t work with people and customers who are extremely irate, you‘re never going to be successful; patience is definitely a virtue in this job.

References Coverage

1 Free Nodes\Planning

Node Coding

1.31%

Reference Character Range 1 1.31% Coverage 3417 - 3663

I might overlook the Presentation Standards, making sure that everything is set for the marketing, for the ads, basically, creating the best customer experience that we can when a customer comes in and we overlook that.

References Coverage

4 Free Nodes\Results Oiented

Node Coding

4.88%

Reference Character Range 1 1.62% Coverage 2865 - 3169

We observe them on that and give them pointers every single month. We have to actually go over what is called the

Associate Contribution Report with them, and what they do is kind of all of your metrics, everything that you sell, and what you contributed to the company that previous month in selling.

Reference Character Range 2 1.17% Coverage 4619 - 4838

I actually got to create that enthusiasm that credit team to really perform, so we ended up becoming – right now, I‘m not in that position anymore, but for that, we were number one in our district for a year in credit.

Reference Character Range 3 1.57% Coverage 6956 - 7251

it‘s kind of a thrill for me to try to step up to a challenge I can be successful with, so I set goals for myself, and I try to do it. Sometimes, it happens fast, and sometimes it takes a long time. You try to meet your goals, but sometimes,

setting goals and being challenged is what helps.

Reference Character Range 4 0.52% Coverage 9633 - 9730

I guess that when you set your mind to do something you want to do and accomplish, you really can

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References Coverage

1 Free Nodes\Rewarding Reps

Node Coding

0.78%

Reference Character Range 1 0.78% Coverage 8868 - 9014

If somebody has been in this position before, where they didn‘t care about their employees, they didn‘t recognize them when recognition was due.

References Coverage

1 Free Nodes\Satisfaction through others

Node Coding

2.23%

Reference Character Range 1 2.23% Coverage 10741 - 11159

We had an amazing district manager who is now in a different district now, who helped me when I couldn‘t get the protection agreement sales to turn around when I came into this position, and he basically taught me, ―It‘s about the

people; you‘ve got to get them to perform. They expect from you all this help, but what are you expecting from them. You have to get them to work for you. You have to get it both ways.‖

References Coverage

1 Free Nodes\Support Reps

Node Coding

1.61%

Reference Character Range 1 1.61% Coverage 2865 - 3167

We observe them on that and give them pointers every single month. We have to actually go over what is called the

Associate Contribution Report with them, and what they do is kind of all of your metrics, everything that you sell, and what you contributed to the company that previous month in selling.

References Coverage

4 Free Nodes\Teamwork Oriented

Node Coding

1.95%

Reference Character Range 1 1.05% Coverage 5395 - 5592

I guess that would be a current success of mine with the help of our team members, because you can never do anything yourself to get something to do well. You have to have a great team to do it.

Reference Character Range 2 - 3 0.51% Coverage 8588 - 8683

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I guess the biggest part, I believe, is to get your associates to be a team and work together.

Reference Character Range 4 0.39% Coverage 9732 - 9805

as long as you take the proper steps and have a great team to work with.

Total References

Coverage

27

Total Users

1.70%

2

Internals\MonicaFavia01 Document

References Coverage

2 Free Nodes\Boundary Spanning

Node Coding

1.12%

Reference Character Range 1 0.55% Coverage 2791 - 2928

We‘re basically in the middle of Marketing and Sales, and we pretty much are there to make sure that we create raving fans on both ends.

Reference Character Range 2 0.57% Coverage 6207 - 6347

That was something that we are very proud of, because it really mandated that we spend a lot of time with all of our cross-functional teams

References Coverage

5 Free Nodes\Coaching

Node Coding

3.14%

Reference Character Range 1 0.72% Coverage 12298 - 12475

So again, I give them that support, that experience I can allow them to tap into from having so many years in the industry, then help them devise plans and build strategies---

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Reference Character Range 2 0.59% Coverage 12936 - 13083

it‘s a matter of sitting down with them and deciding together and tailoring that plan to the individual needs of that customer in the marketplace.

Reference Character Range 3 0.67% Coverage 13822 - 13989

work with people to help them understand some of the shortcomings they may have. Often, they may not always agree that they‘re not always do as well as they could be.

Reference Character Range 4 0.48% Coverage 17348 - 17468

It‘s similar, in that some of my goals can be seen in some of the coaching roles in some of the sports or what have you.

Reference Character Range 5 0.67% Coverage 18467 - 18634

I think it‘s the most important thing that I do. Coaching embodies training development, and teaching, motivating, assisting, developing, all those different elements.

References Coverage

8 Free Nodes\Competitive

Node Coding

3.20%

Reference Character Range 1 0.10% Coverage 11034 - 11059

a ‗find a way‘ attitude.

Reference Character Range 2 0.70% Coverage 11237 - 11410

Make sure it‘s specific on what we want done, and what the goals are that you‘re going to put in front of us, and we have a ‗find a way‘ attitude—―watch us get this job done

Reference Character Range 3 - 4 0.73% Coverage 11627 - 11807

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It‘s just like, we are a very competitive group; we are performance/results focused and oriented, and we really don‘t settle for anything less than what we‘ve been asked to deliver

Reference Character Range 5 - 6 0.41% Coverage 17174 - 17275

I think, secondly, you have to be very competitive to be in this business. You have to want to win.

Reference Character Range 7 0.81% Coverage 17731 - 17931

So, that competitive set, that competitive nature has to be a part of anybody who‘s going to be successful, and then again, just a good solid, positive attitude that I‘ve mentioned a number of times.

Reference Character Range 8 0.45% Coverage 21051 - 21163

I think you have to have the ‗can do‘ attitude to be that competitive piece that says, ―I‘m going to get it done

References Coverage

1 Free Nodes\Customer Orientation

Node Coding

0.53%

Reference Character Range 1 0.53% Coverage 16772 - 16903

So, I think first and foremost, characteristics that have to be prioritized or at the top of the list, it‘s just good people skills

References Coverage

4 Free Nodes\Ethical

Node Coding

1.82%

Reference Character Range 1 - 2 1.20% Coverage 8318 - 8615

Well, hopefully I‘ve set a good example in the areas of honesty and integrity. I think those are extremely important. You know, people have to believe in one another, they have to be able to look their associates in the eye, and know you

can trust them with their wallets and in family situations.

Reference Character Range 3 - 4 0.62% Coverage 19462 - 19615

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Honesty, I guess, would be at the top of the list. You want to be around people that you trust and have honesty and integrity as one of the same issue.

References Coverage

1 Free Nodes\Impatient

Node Coding

2.46%

Reference Character Range 1 2.46% Coverage 14389 - 14998

―My gosh, you‘re always on my ‗you know what‘‖, and my job is to be on their ‗you know what‘, and they‘re not

performing so we can get them at the level where they can get what they want out of the company, and the company is getting what they want out of that position. So, without getting particularly specific, as I look back on some of those

situations, I know now with the experience of hindsight and having gone through multiple scenarios like that, sometimes I could have been a little more patient. I‘m not a very patient man by nature, but I‘m not overly impressed

by what many of us do for a living.

References Coverage

2 Free Nodes\Learning Oriented

Node Coding

2.37%

Reference Character Range 1 1.88% Coverage 15472 - 15938

Yeah, yeah, and that‘s the value of being around some of the best people in the industry that I believe we have with our company. You see different styles, and you watch other people, and you discuss with other people similar situations and you say, ―Wow, that a pretty good darn idea.‖ I wish I would have known that then, but what you do is, you continue to

move forward, and you try to do be better each and every time one of those opportunities presents itself.

Reference Character Range 2 0.48% Coverage 21991 - 22111

You really learn by being around other managerial styles and picking off what you‘re seeing from your superior or peer,

References Coverage

2 Free Nodes\Motivate and Lead

Node Coding

0.67%

Reference Character Range 1 0.37% Coverage 10772 - 10864

So, it‘s that ability to kind of foster an environment that really breeds positive teamwork.

Reference Character Range 2 0.30% Coverage 12224 - 12298

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I direct, I support and I manage, I motivate, and I don‘t sell anything.

References Coverage

1 Free Nodes\Patient

Node Coding

0.60%

Reference Character Range 1 0.60% Coverage 14747 - 14895

I know now with the experience of hindsight and having gone through multiple scenarios like that, sometimes I could have been a little more patient.

References Coverage

3 Free Nodes\People Oriented

Node Coding

0.88%

Reference Character Range 1 0.23% Coverage 12802 - 12860

You need good people all around you to develop good plans,

Reference Character Range 2 0.33% Coverage 16316 - 16397

I think again, as I mentioned before, you have to start with good people skills.

Reference Character Range 3 0.32% Coverage 16905 - 16983

You‘ve got to be able to be the type of person that people want to be around.

References Coverage

1 Free Nodes\Planning

Node Coding

0.74%

Reference Character Range 1 0.74% Coverage 2605 - 2789

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In return, we are responsible for working with the Sales Department to give them the marketing plans that will best deliver what we‘re asking for as a company with our trading partners

References Coverage

2 Free Nodes\Relationship Oriented

Node Coding

2.15%

Reference Character Range 1 0.51% Coverage 4901 - 5027

Also, we are a very close-knit organization, so we do a lot of things together. We have an old saying, ―Iron sharpens iron.‖

Reference Character Range 2 1.64% Coverage 9294 - 9701

I think again, it‘s just a matter of, and I work very hard at, trying to make sure that they understand that, ―Hey, our company is nothing more than the people that make up our company, and let‘s be proud of one another, and support one another, and let‘s make sure that all the things that were working towards are kind of aligned with the goals and

expectations of what we expect of each other to deliver.

References Coverage

11 Free Nodes\Results Oiented

Node Coding

4.74%

Reference Character Range 1 - 2 0.68% Coverage 3824 - 3992

Well, obviously, we are a performance-based job company, so the most important role and responsibilities role is delivering the program of development of the business.

Reference Character Range 3 0.17% Coverage 4404 - 4447

. I‘m personally responsible for the number

Reference Character Range 4 0.95% Coverage 5973 - 6207

I guess the first case would be, we actually developed a special product line for customer AVC, which resulted in us increasing our business by over fifty percent on a very, very large base, working with one of our largest customers.

Reference Character Range 5 0.46% Coverage 7725 - 7839

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but just making the number year after year. We‘ve got twelve consecutive years now of exceeding our sales targets.

Reference Character Range 6 0.10% Coverage 11035 - 11059

a ‗find a way‘ attitude.

Reference Character Range 7 - 8 0.54% Coverage 11676 - 11810

we are performance/results focused and oriented, and we really don‘t settle for anything less than what we‘ve been asked to deliver.

Reference Character Range 9 - 10 1.29% Coverage 17175 - 17495

I think, secondly, you have to be very competitive to be in this business. You have to want to win. Again, being performance and results oriented, we know what the goal is. It‘s similar, in that some of my goals can be seen in some

of the coaching roles in some of the sports or what have you. You get paid for results.

Reference Character Range 11 0.55% Coverage 18197 - 18334

We‘ll get it done, but it starts with that person‘s ability to be able to say, ―I‘m not going to settle for anything less than success.‖

References Coverage

1 Free Nodes\Sales skills

Node Coding

0.17%

Reference Character Range 1 0.17% Coverage 2133 - 2174

Yes, my entire career has been in sales.

References Coverage

3 Free Nodes\Satisfaction through others

Node Coding

2.61%

Reference Character Range 1 0.48% Coverage 4448 - 4566

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but I‘m also personally responsible for the develop of the people who are delivering the sales plan to the customer.

Reference Character Range 2 0.70% Coverage 10597 - 10771

Yeah, I know that I don‘t sell one case of anything all year, and my team does all that selling, and for us to be successful, we‘ve got to, number one, want to be successful.

Reference Character Range 3 1.43% Coverage 18635 - 18988

As I mentioned to you, I‘m smart enough to realize I don‘t sell. If we have a ten million dollar sale go, I don‘t sell one dollar of that. So, it‘s my ability to get those people who do make those sales- train, develop, motivated, feeling good

about the plan, working well with, feeling great about the people who they‘re working with. That‘s what I do.

References Coverage

2 Free Nodes\Teamwork Oriented

Node Coding

2.90%

Reference Character Range 1 0.92% Coverage 5130 - 5358

we‘re going to learn from one another, so we do a lot of things, team-building-wise, developmental-wise to really give people the opportunity to learn, listen, grow, and again, to evaluate different managerial and sales styles.

Reference Character Range 2 1.98% Coverage 9857 - 10348

I really believe that a lot of the success that we‘ve enjoyed together as a team has been based on people who have come into our group who basically work well with that style. We‘ve got a lot of people who are in it for all the right

reasons. They‘re in it for the teamwork aspect. They understand, ―Hey, you can get a lot accomplished if you‘re not worried about who‘s going to get credit for it.‖ I guess to answer your question, ―What caused us to be particularly

effective?‖ would be ---

References Coverage

8 Free Nodes\Training & Developing Salespeople

Node Coding

6.81%

Reference Character Range 1 1.66% Coverage 3992 - 4404

I would put the development of the people working for me right up there with that, because, once again, the one thing I quickly realized from my time in the field working with various different managerial styles is that when you‘re a

regional business manager, you don‘t sell anything all year. You pretty much support all those who are carrying the sales book and are delivering the sales plan to the customers

Reference Character Range 2 0.45% Coverage 4454 - 4566

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‘m also personally responsible for the develop of the people who are delivering the sales plan to the customer.

Reference Character Range 3 1.75% Coverage 6906 - 7339

You know, I can‘t strip it down to one situation, one unique individual. The very thing I‘ve really been successful with and most proud of, is the way that my teams work with one another and interact with each other, and really kind of have that mentality of, ―Hey, I‘m not going to let you down, and you‘re not going to let me down‖, and we‘ve really

been very, very successful working together as a unit from one year to the next.

Reference Character Range 4 - 5 0.89% Coverage 7453 - 7673

but again, that whole development of the individual, and their knowledge of how important it is to work together as a team, is something I would consider to be an extremely successful situation for me through the years.

Reference Character Range 6 0.48% Coverage 13784 - 13903

by the simple definition of my role, I work with people to help them understand some of the shortcomings they may have.

Reference Character Range 7 0.88% Coverage 14441 - 14658

my job is to be on their ‗you know what‘, and they‘re not performing so we can get them at the level where they can get what they want out of the company, and the company is getting what they want out of that position

Reference Character Range 8 0.70% Coverage 18460 - 18633

Again, I think it‘s the most important thing that I do. Coaching embodies training development, and teaching, motivating, assisting, developing, all those different elements

Total References

Coverage

57

Total Users

2.17%

2

Internals\MonicaFavia02 Document

References Coverage

2 Free Nodes\Adaptable

Node Coding

0.62%

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Reference Character Range 1 - 2 0.62% Coverage 28860 - 29065

You need to be adaptable; I mean, this job inspires every single day, and that‘s just the way it works. Nothing ever goes the way you expect it to go. You need to have a tremendous amount of adaptability.

References Coverage

6 Free Nodes\Coaching

Node Coding

3.37%

Reference Character Range 1 0.81% Coverage 4454 - 4722

Under my direction, there were a lot of different lieutenants under me, so I would get down and work with them, and I would spend a day especially with my key account managers, the people calling on my largest customers. I‘d work

them quite often. I‘d ride with them,

Reference Character Range 2 0.58% Coverage 10864 - 11056

―Hey, talk to me. I‘m here to help you and to serve you instead of vice versa. What can I do to better serve you?‖ I looked at them as I was to serve them, and they weren‘t there to serve me.

Reference Character Range 3 0.70% Coverage 12091 - 12324

I understood the whole idea of it, inspiring and motivation that you have to have fun. You‘ve got to make it fun for the people. You have to let them enjoy their job. If they don‘t enjoy their job, they‘re not going to be successful.

Reference Character Range 4 0.39% Coverage 13592 - 13723

You have to make it challenging; you have to challenge them and push them, but at the same time you reward them, and recognize them

Reference Character Range 5 0.22% Coverage 27859 - 27931

You need to have the behavior and ability to impact and convince others.

Reference Character Range 6 0.67% Coverage 28635 - 28858

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You have a service orientation. As a leader, you‘re serving them, not vice versa. Most managers don‘t understand that; they think that, ―You work for me. You serve me.‖ But, to be a good leader, it‘s really the other around

References Coverage

3 Free Nodes\Communication & Listening

Node Coding

1.56%

Reference Character Range 1 0.51% Coverage 9597 - 9766

I always had an ability to connect with people and connect with customers, and with sales, it‘s very, very important to always remember that you‘re dealing with people.

Reference Character Range 2 - 3 1.05% Coverage 10630 - 10978

Well, I think you hit upon the key word, and that was to listen. When I went in, I didn‘t go in and say, ―I‘m the sheriff in town. I did go in listening, and I took all my key managers out to dinner one by one individually, and said, ―Hey, talk to

me. I‘m here to help you and to serve you instead of vice versa. What can I do to better serve you?‖

References Coverage

3 Free Nodes\Confident

Node Coding

2.01%

Reference Character Range 1 1.13% Coverage 22080 - 22456

I didn‘t really have any confidence in myself in terms of pushing back to this manager who wasn‘t a good manager,

and who wasn‘t a strong leader. So, I didn‘t do much. I kind of sat back and was more tactical, and I just went and put in my eight hours every day, and when I went home, I was discouraged, and instead of being part of the solution, I

became part of the problem

Reference Character Range 2 0.42% Coverage 25566 - 25707

That‘s something that you have to have enough confidence in yourself that you can tactfully approach that situation and try to correct it.

Reference Character Range 3 0.46% Coverage 30581 - 30733

Courage is important to make decisions, and I talk about sometimes, I didn‘t have courage to make some decisions and later on, I did have the courage.

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References Coverage

4 Free Nodes\Customer Orientation

Node Coding

4.89%

Reference Character Range 1 1.59% Coverage 4703 - 5230

I‘d ride with them, and of course, the customers got to know me, because I‘d go in with the account manager, and they‘d get to know me. Once they‘d get to know I was the top guy, then of course, when things went wrong, they‘d say, ―I want to talk to John. Bring John in.‖ So, you get to know the customers well, and while I wasn‘t actively selling, when

I get into the call, what typically happens is they want to talk to me, and it winds up that I‘m doing the selling or they‘re always going to refer to the top guy in the room

Reference Character Range 2 0.90% Coverage 5374 - 5674

So, I still was selling through a few people, but I still did an awful lot of interaction. I had a very good customer relationship, and that was one of my things that I insisted on, that I would get out to the customers on a regular basis.

They knew me, and then I could deal with them first hand.

Reference Character Range 3 1.74% Coverage 9557 - 10136

With my relationship with the customers, I always had an ability to connect with people and connect with customers, and with sales, it‘s very, very important to always remember that you‘re dealing with people. It‘s not always black and white when you‘re dealing with numbers, and not always about strictly numbers and profit margins, how much money

you make for them, and how many cases you‘re going to sell, which is still connecting with people, and I always understood that. I worked really hard to connect with them as a person first, and hopefully the business would follow.

Reference Character Range 4 0.66% Coverage 29730 - 29949

I don‘t know if you understand customer management, you have to understand that they think, ―What‘s in it for me‖, because they only understand what‘s in it for them. The customer only cares about what‘s in it for them.

References Coverage

6 Free Nodes\Empathetic

Node Coding

4.38%

Reference Character Range 1 0.16% Coverage 13904 - 13957

I had to remind myself to put myself in their shoes,

Reference Character Range 2 - 3 1.68% Coverage 13958 - 14516

You should have empathy towards them and be very empathetic to their situation., what‘s going on in their lives, and if you know that, you have to ask questions about what‘s going on. You have to take an interest in them. Even if you

don‘t know what‘s going on, you have to let them think you do, and ask them questions, and get involved in their lives. That‘s going to give them a sense of, ―This person cares about me, and this person wants to see me succeed, and this

person is here to help me, and he is truly serving me instead of the other way around.

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Reference Character Range 4 1.42% Coverage 14649 - 15120

―Well, I‘m going to talk to Steve in a couple of minutes, and I‘ll talk to Bob in a couple of minutes. You think about what are his interests, and what can I do to get him onboard with me and understand that this is a big challenge, a big hill

we‘ve got to climb, but we‘ve got to hit this goal, and I‘ve got to get him to buy into it, and I have to say, ―What am I going to do to do that? How am I win him over, and how can I get him to support me in meeting this goal?

Reference Character Range 5 0.75% Coverage 17638 - 17887

you begin to realize that different people have different gifts. Not all people were given the gift to become managers and lead. They were going to be good at what they do, and be good professional sales people, but they weren‘t ever

going to lead.

Reference Character Range 6 0.37% Coverage 21733 - 21855

I wasn‘t empathetic to their talent. I wasn‘t empathetic to their skill level. I wasn‘t empathetic to the pace of the sale

References Coverage

3 Free Nodes\Empower salespeople

Node Coding

1.91%

Reference Character Range 1 0.28% Coverage 11216 - 11308

I think they kind of bought in to me. I listened to them, and then I kind of empowered them

Reference Character Range 2 0.70% Coverage 11338 - 11570

I‘m going to trust your judgment. I‘m going to assume that you have the skills and talent to do this job, and I‘m going to empower you to make decisions. We‘re going to make some mistakes along the way, but I‘m going to empower you.

Reference Character Range 3 0.94% Coverage 11605 - 11916

I encouraged them to be creative and step out of the box and take some risks, and I think they were very reluctant,

especially in New York, because everything had to go through the manager there, and they had to clear everything first, and I said, ―We‘re not going to do that any more, I want you to take risks.

References Coverage

1 Free Nodes\Ethical

Node Coding

0.71%

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Reference Character Range 1 0.71% Coverage 29065 - 29300

You have a lot of energy. It‘s a job that you sit there, and you have twenty-five people that you need to call back. When I was running the New York team, I had eighty emails a day and twenty calls a day, and I still had to do my job.

References Coverage

2 Free Nodes\High Energy

Node Coding

2.55%

Reference Character Range 1 1.61% Coverage 16739 - 17274

Well, the first one my first management job, and I went to Memphis, Tennessee as a supervisor, coming out of the northeast kind of mentality and aggressive type personality and type A personality, and I went down there, and they‘re

running at thirty-three RPMs, and I was running at seventy-eight, and I didn‘t understand that. I really went down to become the boss and I had this old philosophy kind of like the Frank Sinatra song of ―We‘re Going to Do it My Way‖,

and I got a lot of push-back, because they weren‘t running at my pace

Reference Character Range 2 0.94% Coverage 29065 - 29378

You have a lot of energy. It‘s a job that you sit there, and you have twenty-five people that you need to call back. When I was running the New York team, I had eighty emails a day and twenty calls a day, and I still had to do my job. So,

you need to have a lot of energy just to push through and get the job done

References Coverage

2 Free Nodes\Impatient

Node Coding

1.93%

Reference Character Range 1 1.41% Coverage 15940 - 16408

Maybe, sometimes, I did lose my patience with the people if they weren‘t delivering, and I would scream and yell occasionally, and as I look back at it now, and say that I shouldn‘t have handled that situation that way, but at the

time, and in the heat of battle, I really wasn‘t getting the response I needed from him and I had to pry a little harder, and I went a little too deep, so there are always things like that that I would have handled a little differently,

Reference Character Range 2 0.52% Coverage 17930 - 18102

and I felt they should all be me, and they should all have my abilities and be able to see things the way I see them and be able to do things as I do them, and they didn‘t.

References Coverage

4 Free Nodes\Initiative

Node Coding

3.03%

Reference Character Range 1 1.61% Coverage 16739 - 17274

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Well, the first one my first management job, and I went to Memphis, Tennessee as a supervisor, coming out of the northeast kind of mentality and aggressive type personality and type A personality, and I went down there, and they‘re

running at thirty-three RPMs, and I was running at seventy-eight, and I didn‘t understand that. I really went down to become the boss and I had this old philosophy kind of like the Frank Sinatra song of ―We‘re Going to Do it My Way‖,

and I got a lot of push-back, because they weren‘t running at my pace

Reference Character Range 2 0.32% Coverage 24938 - 25043

You need to push back, you can‘t just accept a bad leader, kind of poisoning for the entire organization.

Reference Character Range 3 - 4 1.10% Coverage 28270 - 28635

I think you need to have the skill of initiatives. You need to be able to make things happen. Initiative is very important. In our job, you don‘t punch a clock; you pretty much work whatever it takes, from dawn until dusk or whatever it is,

but you need to get yourself up in the morning and get going and have that goal as you‘re targeting and work towards that.

References Coverage

1 Free Nodes\Intuitive

Node Coding

0.81%

Reference Character Range 1 0.81% Coverage 9766 - 10034

It‘s not always black and white when you‘re dealing with numbers, and not always about strictly numbers and profit margins, how much money you make for them, and how many cases you‘re going to sell, which is still connecting with

people, and I always understood that.

References Coverage

3 Free Nodes\Learning Oriented

Node Coding

3.23%

Reference Character Range 1 2.33% Coverage 26266 - 27041

No one ever sits down—they don‘t give you leadership training. There‘s no training on how to be a leader, and I think that‘s really interesting. We just didn‘t do that and learning from that. Just because one day you‘re a sales rep, learning

from that, and the next day you put on a manager or boss‘s hat. It doesn‘t mean you‘re a different person; you‘re still the same person you were a sales rep a day ago. Somebody has to sit and teach you, ―Let‘s talk about leadership. Let‘s

talk about management. Let‘s talk about inspiring people. Let‘s talk about motivating. Let‘s talk about empowering people. Let‘s talk about how to lead people. Let‘s talk about allowing them to take risks. Let‘s talk about reward, risk

and reward, and all those things that leadership is about.

Reference Character Range 2 - 3 0.89% Coverage 31082 - 31379

I guess the other thing I would say is you need to have a kind of learning orientation, too. You have to constantly be learning, and now that I‘m in a different role now, I understand it even more, but you have to constantly be growing

and challenging and growing yourself, investing in yourself.

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References Coverage

1 Free Nodes\Motivate and Lead

Node Coding

0.71%

Reference Character Range 1 0.71% Coverage 12090 - 12325

I understood the whole idea of it, inspiring and motivation that you have to have fun. You‘ve got to make it fun for the people. You have to let them enjoy their job. If they don‘t enjoy their job, they‘re not going to be successful.

References Coverage

3 Free Nodes\People Oriented

Node Coding

1.71%

Reference Character Range 1 0.51% Coverage 9597 - 9766

I always had an ability to connect with people and connect with customers, and with sales, it‘s very, very important to always remember that you‘re dealing with people.

Reference Character Range 2 0.12% Coverage 29446 - 29486

It‘s about people and being a role model

Reference Character Range 3 1.08% Coverage 29950 - 30309

If you understand that, you need to understand people management, and understand how that works. Those are things we talked about what turns people on, what is the button that pushes John, Bill, Mary or Sue? Everybody‘s different,

and everybody has different things that are going to inspire them and motivate them, so what is it? You need to understand that.

References Coverage

1 Free Nodes\Planning

Node Coding

0.32%

Reference Character Range 1 0.32% Coverage 10029 - 10135

that. I worked really hard to connect with them as a person first, and hopefully the business would follow

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References Coverage

4 Free Nodes\Problem solving

Node Coding

2.48%

Reference Character Range 1 0.75% Coverage 3142 - 3391

When you‘re managing a business, there‘s an awful lot of customers, a lot of responsibility, a lot of brands, and there are a lot of fires that go on every day, so I would say that my day-to-day task is being a fireman; I put out fires all day

long.

Reference Character Range 2 - 3 0.84% Coverage 3568 - 3847

and you spend all day long putting out fires and dealing with issues regarding a combination of people, brands, and corporate directions, so you have all these things, and typically, when things are going well, you don‘t hear too much,

when things aren‘t, you hear an awful lot.

Reference Character Range 4 0.89% Coverage 8629 - 8923

So, they gave me the green light to do that, and I brought in a tremendous amount of people from other parts of the country to come in and help me, and we completely turned it around there. We completely turned the culture around.

We completely turned around the relationship with our customers

References Coverage

1 Free Nodes\Product & Industry knowledge

Node Coding

0.54%

Reference Character Range 1 0.54% Coverage 12920 - 13100

You‘re not going to win in any team organization without talent around you, and that‘s whether it‘s sports, or business or whatever. You have to have talent, so that‘s number one.

References Coverage

5 Free Nodes\Results Oiented

Node Coding

1.48%

Reference Character Range 1 - 2 0.59% Coverage 2406 - 2601

The number one responsibility is to achieve corporate results about performance. Make no mistake about it, at least in the role I was in, we were running a team that was responsible for a number.

Reference Character Range 3 - 4 0.77% Coverage 27604 - 27859

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O.K., number one, I think you need to be results-focused, to be able to understand that your job is to hit numbers. There are no ifs, ands or buts about your job to achieve performance targets, and you need to be results-focused and

gearing towards that.

Reference Character Range 5 0.12% Coverage 28322 - 28363

You need to be able to make things happen

References Coverage

2 Free Nodes\Sales skills

Node Coding

0.63%

Reference Character Range 1 0.27% Coverage 5374 - 5464

So, I still was selling through a few people, but I still did an awful lot of interaction.

Reference Character Range 2 0.36% Coverage 29609 - 29728

You have to be able to sell a vision of what we‘re trying to achieve and how we‘re going to get there. That‘s important

References Coverage

7 Free Nodes\Satisfaction through others

Node Coding

4.93%

Reference Character Range 1 - 3 0.88% Coverage 2767 - 3058

I don‘t call on customers very much myself any more. Everything had to be done through other people. So, my job was to lead and develop and make sure they were capable of getting the numbers that I was in charge of getting, so I had

to do it through them. So, that was a very important role

Reference Character Range 4 1.53% Coverage 6805 - 7313

But, we developed a really great team, and at the time, the company kind of rated us each month and how each group was doing in sales versus a year ago. The Philadelphia team finished number one in the division for three straight years, and by achieving that, the entire management team and spouses were all given a one-week trip to Hawaii, so I went to Hawaii three straight years, because I had the number one team in the division and quite frankly, the number one team

in the country in one of those years

Reference Character Range 5 1.51% Coverage 8984 - 9485

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but it was very gratifying to see a team that was really floundering, and all of a sudden, turn around and do very, very well, and we actually supplanted Philadelphia as the number one team. So, actually, I was able to take the entire New York management team to Hawaii, and we had a very successful run. It was nice to go in and change culture, change people, change talent, change attitudes, change customer perceptions, change customer relationships, and that was

probably the most successful thing

Reference Character Range 6 - 7 1.02% Coverage 27932 - 28270

You need to be able to understand that you‘re doing it through other people, so you have to be able to develop and lead people and make sure you understand that, ―Hey, we‘re not to achieve any performance goals if I don‘t teach these

people how to do this or lead these people and inspire them and motivate them and teach and train them.‖

References Coverage

2 Free Nodes\Teamwork Oriented

Node Coding

0.86%

Reference Character Range 1 0.56% Coverage 7315 - 7500

So, it was just a great team and that would probably be my most successful—looking back at my team, we had just a phenomenal team and we exceeded our sales objectives every single year.

Reference Character Range 2 0.31% Coverage 13488 - 13590

You have to allow people to be individuals, but at the same time, you have to work with them as a team

References Coverage

7 Free Nodes\Training & Developing Salespeople

Node Coding

1.96%

Reference Character Range 1 - 2 0.21% Coverage 2698 - 2767

one. Number two, I would say, would be leading and developing others.

Reference Character Range 3 0.55% Coverage 12736 - 12919

Probably, the thing that I learned (1) that talent is key. You have to have talent, you have to find talent, develop talent and allow talent to prosper and grow, and let them develop.

Reference Character Range 4 - 5 0.42% Coverage 24607 - 24746

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You can never put a price on training. If the people are inexperienced, that‘s something that we do differently with young managers today.

Reference Character Range 6 0.26% Coverage 25937 - 26022

I would have liked to have been trained and had somebody tell me how to be a leader.

Reference Character Range 7 0.53% Coverage 28095 - 28270

Hey, we‘re not to achieve any performance goals if I don‘t teach these people how to do this or lead these people and inspire them and motivate them and teach and train them.‖

References Coverage

3 Free Nodes\Understand Cultural Differences

Node Coding

2.20%

Reference Character Range 1 0.57% Coverage 18891 - 19080

. That was my first time for leading, and no one had ever given me direction as to what I was coming into. I was seeing different cultures and personalities, so that was the mistake I made.

Reference Character Range 2 0.50% Coverage 21190 - 21355

no one taught me about the culture differences between the northeast and Tennessee and Arkansas and Louisiana and Mississippi, so I didn‘t really understand that. It

Reference Character Range 3 1.14% Coverage 24198 - 24576

So, what I learned was now with young managers, if a young manager is going into a new situations with different cultures, and they have maybe a type A personality, and they‘re going into a role where that‘s not the way the sales

people operate, that‘s not the mentality of the sales people, then we have to sit and talk to that new manager through that so they understand that

References Coverage

6 Free Nodes\Understand When to Take Action

Node Coding

4.80%

Reference Character Range 1 0.84% Coverage 3568 - 3846

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and you spend all day long putting out fires and dealing with issues regarding a combination of people, brands, and corporate directions, so you have all these things, and typically, when things are going well, you don‘t hear too much,

when things aren‘t, you hear an awful lot.

Reference Character Range 2 0.65% Coverage 8413 - 8628

I went on one premise, that they would let me bring in the talent that I knew to bring in, and they let me create a new culture and a new attitude. But, I needed to bring in people that I felt would help me do that.

Reference Character Range 3 - 4 0.82% Coverage 13100 - 13371

When you don‘t have talent, you have and make the hard decision to move on and let them go, and move them into roles where they‘ll be more successful, and quite frankly, tell them it‘s not going to work, and it‘s time for them to move

on to a different organization. That

Reference Character Range 5 1.00% Coverage 19177 - 19508

He was not a great leader, and he did a lot of things wrong, and I kind of sat back as a number two person, and I just allowed it to happen, and didn‘t step in and try to make things right. I kind of look back on those three years and this

person that was doing things wrong, such as stealing from the company and things like that.

Reference Character Range 6 1.51% Coverage 22898 - 23398

That would have been something I should have done – challenge people, put goals in front of people, give them goals or lay out goals for them if they don‘t achieve the goals, and in the after action review, ask, ―Why didn‘t you achieve

the goal?‖, have a debrief on it, and then we could have started a path to say, ―O.K., we‘ve done this for four straight quarters, and you‘ve missed your goal for four straight quarters; we‘ve had four straight sit-downs, it‘s time to think

about other options.‖ I

Total References

Coverage

82

Total Users

2.14%

2

Internals\MonicaFavia03 Document

References Coverage

1 Free Nodes\Analytical

Node Coding

1.07%

Reference Character Range 1 1.07% Coverage 6924 - 7264

So, that would be the first step of objective setting. The second step was logical dissemination of the information and making sure your presentation has kind of a logical flow to it, that it‘s sequential, that you‘re leading the buyer down

the logical path, and why your proposal is going to benefit them, and that they should support it.

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References Coverage

1 Free Nodes\Boundary Spanning

Node Coding

0.71%

Reference Character Range 1 0.71% Coverage 4347 - 4573

So, as a sales manager, you want to make sure that people are informed, that you‘re chunking their jobs down into manageable into bite-sized parts, and that they‘re focused on those things when they need to be focused on them.

References Coverage

12 Free Nodes\Coaching

Node Coding

7.97%

Reference Character Range 1 - 2 0.48% Coverage 9038 - 9191

and then coaching, helping people realize that they can solve the problem themselves, that there‘s a path that we can follow to get the results we need.

Reference Character Range 3 0.36% Coverage 9530 - 9644

just constantly coaching them like, ―How are you doing with your objectives? How are you going to get that done?‖

Reference Character Range 4 2.15% Coverage 11894 - 12577

So, that situation required me to say, ―Hey, the preparation was awesome. All your materials look good, your numbers look good, I know how much energy you put into that, but I think the thing we learned from today‘s experience was

that you can never go into a sales presentation with not having rehearsed how this is going to unfold. So, you have to

push your planning process forward even more, so you have time to get all the materials prepared, and then think through the logic of what you want to say and how you‘re going to say it, and be able to engage your buyers in a

discussion and not just download a bunch of facts that, at the end of the day, we didn‘t achieve anything.‖

Reference Character Range 5 0.98% Coverage 16801 - 17114

from a sales manager‘s standpoint, being able to put the person‘s plan up against that lens of experience in reasonables, and help them maybe, pose a few questions or ideas on how they can perhaps re-approach that, or things

they can think about or different ways of communicating the opportunity to the buyer.

Reference Character Range 6 0.53% Coverage 22999 - 23168

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Can you actually identify when somebody is struggling with one of those isolated skill, and can you call them out and talk to them about it and how you would handle it?

Reference Character Range 7 - 8 1.19% Coverage 23640 - 24019

Yeah, and the other thing is the coaching framework. This whole idea of, how do you help somebody realize that they have the ability to do something they don‘t think they can do? We follow a calm and coaching framework, kind of a

‗grow‘ framework, ―What is the situation essentially, and what are the hurdles, and how are we going to attack it, and what‘s our plan going forward?

Reference Character Range 9 0.32% Coverage 26324 - 26425

I should have sat with this individual and said, ―Tell me about your plan; what are you going to do?‖

Reference Character Range 10 1.00% Coverage 26580 - 26897

I could have said, ―Listen, this is what I want you to do. I want you to be very clear about these half dozen things. I want you to set this up very carefully as you go through the numbers with everybody. That could have been very

helpful in preparing him for the discussion, and that would have been the best thing.

Reference Character Range 11 0.76% Coverage 28332 - 28575

Whenever we‘re confronted with a challenging task, until we figure it out and get ourselves organized around it, we might think that it‘s too hard to achieve. But a manager is going to sabotage the team‘s results, if they‘re too

understanding.

Reference Character Range 12 0.20% Coverage 29324 - 29388

Help them understand how to pull the skills together to do well.

References Coverage

4 Free Nodes\Communication & Listening

Node Coding

1.48%

Reference Character Range 1 - 2 0.61% Coverage 13527 - 13721

Well, it‘s the fundamental skills of any sales person, the basic skills in the basic toolbox, the whole idea of listening carefully, being able to listen, and hearing what your buyer is saying.

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Reference Character Range 3 - 4 0.87% Coverage 14263 - 14539

Listen carefully to their responses, and playing back those responses, and listening for those cues, that if you‘re properly prepared, you‘ll be able to capitalize on to demonstrate that your proposal has a benefit to them. So,

questioning and listening is pretty critical.

References Coverage

1 Free Nodes\Competitive

Node Coding

0.79%

Reference Character Range 1 0.79% Coverage 3749 - 3999

You know we celebrate our wins. We have a ‗can-do‘ attitude. Our job isn‘t to rationalize the marketing plan that our brain groups give us to promote our products, but it is to achieve that plan, and to do that, you have to have a positive

attitude.

References Coverage

3 Free Nodes\Confident

Node Coding

1.16%

Reference Character Range 1 0.09% Coverage 3781 - 3810

We have a ‗can-do‘ attitude.

Reference Character Range 2 - 3 1.07% Coverage 7463 - 7804

You have to, first of all, have an ego, you can‘t be so fragile that any kind of rejection that you get or hurdle that is thrown in front of you is going to derail you and stop you from proceeding, so not an arrogant kind of ego, but a

dynamic kind of ego that is, ―What am I learning from this? How do I regroup and improve next or later?‖

References Coverage

1 Free Nodes\Customer Orientation

Node Coding

2.27%

Reference Character Range 1 2.27% Coverage 15536 - 16258

So, the worst thing that you could do in our industry is to oversell a buyer and hang him with a bunch of inventory that they don‘t want. Most sales people are pretty sensitive to that, so they try not to do that. Sometimes they do though, and sometimes they create a sales plan that is overreaching and not really within the parameters of reasonableness.

Being able to identify that, what are you asking them to do? How fast are you asking them to do that? How difficult is it for this retailer to actually execute your proposal? Are there a lot of moving parts? Are we going to be able to do that? What kind of support do you need from your company to make sure that sale‘s objective is met, and that customer is

happy?

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References Coverage

7 Free Nodes\Empathetic

Node Coding

4.61%

Reference Character Range 1 - 3 1.22% Coverage 7804 - 8193

The second thing you need to have is empathy. Particularly sales people, you have to have a keen sense of what your buyer is feeling. You have to be able to anticipate and respond and react and redirect your conversation, based on both

the verbal and non-verbal dialogue you‘re having with your buyer. Sometimes the non-verbal communication is more important than the verbal communication.

Reference Character Range 4 0.45% Coverage 21316 - 21460

You have to read your audience. I don‘t think they wanted bubblegum; I think they wanted effective, energetic logic or something of that nature.

Reference Character Range 5 0.45% Coverage 24238 - 24380

When you‘re having conversations with people about their skills or about their business results, you have to understand who you‘re talking to.

Reference Character Range 6 1.77% Coverage 24382 - 24945

think we tend to size up people as a complete package versus understanding that they may be good at some things, but not so good at other things, and the way we talk to people, if we understand that, is much different. If we recognize

that they are not as strong in a particular area, then the manager needs to be a little more directive about what they want them to do, and that feels good to the person receiving it, because if you don‘t know how to do something, having

a manager that recognizes that and gives you specific directions, it‘s very comforting.

Reference Character Range 7 0.72% Coverage 25328 - 25557

So, it‘s being able to understand what a person‘s really good at, get out of their way on those things, and where they need help, be willing to step up and be a little bit more assertive in the way you manage them on those tasks

References Coverage

3 Free Nodes\High Energy

Node Coding

0.43%

Reference Character Range 1 0.27% Coverage 3046 - 3132

Sales people by nature tend to be energetic, outgoing, very comfortable around people.

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Reference Character Range 2 - 3 0.16% Coverage 3268 - 3318

We tend to be outgoing and with a lot of energy.

References Coverage

1 Free Nodes\Impatient

Node Coding

0.72%

Reference Character Range 1 0.72% Coverage 20206 - 20436

. It‘s those intra-personal conversations sometimes that can be problematic. Typically, managers are pretty good in front of groups, because they lean in that direction, but sometimes the individual interactions can be problematic

References Coverage

1 Free Nodes\Intuitive

Node Coding

0.81%

Reference Character Range 1 0.81% Coverage 7938 - 8196

You have to be able to anticipate and respond and react and redirect your conversation, based on both the verbal and

non-verbal dialogue you‘re having with your buyer. Sometimes the non-verbal communication is more important than the verbal communication.

References Coverage

1 Free Nodes\Learning Oriented

Node Coding

0.11%

Reference Character Range 1 0.11% Coverage 12086 - 12120

we learned from today‘s experience

References Coverage

3 Free Nodes\People Oriented

Node Coding

1.97%

Reference Character Range 1 0.25% Coverage 3190 - 3269

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If you don‘t like people, then you‘re probably picking the wrong career path.

Reference Character Range 2 0.72% Coverage 20208 - 20438

It‘s those intra-personal conversations sometimes that can be problematic. Typically, managers are pretty good in front of groups, because they lean in that direction, but sometimes the individual interactions can be problematic.

Reference Character Range 3 1.00% Coverage 20848 - 21165

I tended to focus the feedback on the personality, and that‘s always a recipe for disaster, because you focus on the person versus the business. You do that a few times, and you realize, ―Wow, I hurt their feelings. They‘re working really

hard, and I just took the wind out of their sail, because they came across--‖

References Coverage

3 Free Nodes\Planning

Node Coding

2.54%

Reference Character Range 1 0.36% Coverage 1361 - 1474

I‘ve been in charge of developing our sales training strategy for the sales organization for all of this U.S.A.

Reference Character Range 2 1.08% Coverage 5606 - 5951

What is your objective? We talk about that quite a lot. Do you have clarity of purpose? Do you know what you want your buyer to do? How would you walk them through that? If you could script this yourself, what would you want that

buyer to do exactly, not vaguely, but exactly? That‘s number one, being clear about that, setting good objectives.

Reference Character Range 3 1.10% Coverage 12227 - 12577

So, you have to push your planning process forward even more, so you have time to get all the materials prepared, and then think through the logic of what you want to say and how you‘re going to say it, and be able to engage your

buyers in a discussion and not just download a bunch of facts that, at the end of the day, we didn‘t achieve anything.‖

References Coverage

2 Free Nodes\Problem solving

Node Coding

1.09%

Reference Character Range 1 0.70% Coverage 3999 - 4222

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You have to figure out ways to problem-solve and work around the hurdles, not only the hurdles that are set up internally within our company, but also the hurdles that are external, that our customers set up in front of us.

Reference Character Range 2 0.39% Coverage 28896 - 29020

We have to get to the top of that hill, and we have to figure out a way around all the problems, and we have to get it done.

References Coverage

1 Free Nodes\Relationship Oriented

Node Coding

0.17%

Reference Character Range 1 0.17% Coverage 3632 - 3687

sales is about building up relationships with customers

References Coverage

6 Free Nodes\Results Oiented

Node Coding

3.02%

Reference Character Range 1 - 2 1.06% Coverage 1757 - 2093

Sure. The number one objective for any sales manager is to meet the company objectives. First and foremost, make

sure that the team that is under my responsibility, that I work with collectively, achieves whatever the expectations are for the corporation, whatever we need to do to insure that our business plan is achieved or exceeded.

Reference Character Range 3 0.53% Coverage 5883 - 6052

That‘s number one, being clear about that, setting good objectives. We‘ve had an objective study protocol in place for a long, long time called Smart Objective Setting,

Reference Character Range 4 0.43% Coverage 18936 - 19072

So, the learning from that was we cannot get lowered into these attractive revenue programs that erode our profit margins as a company.

Reference Character Range 5 - 6 1.00% Coverage 28576 - 28895

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Again, in the business world, results really matter. Best efforts are expected every day, but that‘s not enough for a person to be considered successful, if they‘re not getting results. They have to get results. So, the sales manager‘s job

is to always make sure that the folks know that the task is to ‗take the hill.‘

References Coverage

2 Free Nodes\Sales skills

Node Coding

1.55%

Reference Character Range 1 0.98% Coverage 815 - 1127

. I‘ve pretty much covered all the sales functions with our company, from the entry-level sales representative calling on

the grocery stores and working with the store-level personnel to merchandise my company‘s products to managing people that do that handling headquarter sales calls with these retail partners

Reference Character Range 2 0.57% Coverage 8655 - 8835

Well, following that train of thought, the first thing is a thorough understanding of what is required, the roles, processes, and the tools you need to be a successful sales person

References Coverage

1 Free Nodes\Teamwork Oriented

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0.78%

Reference Character Range 1 0.78% Coverage 1845 - 2094

First and foremost, make sure that the team that is under my responsibility, that I work with collectively, achieves

whatever the expectations are for the corporation, whatever we need to do to insure that our business plan is achieved or exceeded.

References Coverage

6 Free Nodes\Training & Developing Salespeople

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5.58%

Reference Character Range 1 0.68% Coverage 2370 - 2586

to work with each individual separately on their abilities to make sure that they‘re developing professionally and can handle the current responsibilities under their job role, as well as prepare them for the future.

Reference Character Range 2 0.63% Coverage 8837 - 9036

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Experience, having done that, the first thing is a thorough understanding and being able to identify when there is an unclear objective, and being able to train an individual on how to do that better

Reference Character Range 3 1.04% Coverage 9191 - 9521

So, in sight of training, being able to show a person specifically how to do it, being able to demonstrate it for them, being able to provide feedback and critique their steps, being able to set up a plan for them to work on these isolated

skills over a period of time, and then revisit with them to make sure they‘ve mastered it,

Reference Character Range 4 0.46% Coverage 14114 - 14261

We teach the fundamentals of asking questions, planned questions that will steer your buyer toward your objective, but in a very conversational way

Reference Character Range 5 2.24% Coverage 22696 - 23408

This idea of training: Do you understand the job? Can you train somebody to do a specific skill, because selling is a series of many processes that a person undertakes to be successful? Do you understand what those individual

processes are - objective setting, presentation skills, handling objections? Can you actually identify when somebody is struggling with one of those isolated skill, and can you call them out and talk to them about it and how you would

handle it? The framework around it is, can you explain it, can you demonstrate it, can you encourage them to imitate it, and then can you regroup and consolidate? What did we learn here? That is really a universal kind of approach to

training a skill.

Reference Character Range 6 0.54% Coverage 26152 - 26323

Well, I didn‘t help him prepare for that presentation. As his supervisor, I should have, with all things being equal, at least a week or two before the actual appointment,

References Coverage

1 Free Nodes\Understand When to Take Action

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0.13%

Reference Character Range 1 0.13% Coverage 20751 - 20792

In my eagerness to get immediate feedback

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Coverage

61

Total Users

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2

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References Coverage

2 Free Nodes\Adaptable

Node Coding

1.07%

Reference Character Range 1 - 2 1.07% Coverage 12204 - 12382

I: You have to be positive. You have to be a positive influence; you have to be able to motivate and be able to adapt to different situations, because things change all the time.

References Coverage

3 Free Nodes\Boundary Spanning

Node Coding

6.74%

Reference Character Range 1 3.72% Coverage 8651 - 9271

So, I actually went to the Vice-President of our company, and we had a meeting and we were talking about all these ranks, and I said, ―You know what, ―That‘s great when you‘re number one, but sometimes the number thirty guy is working just as hard. So, instead of doing that, why don‘t we just publish everyone who exceeded their goals? Why

don‘t we make a list? People are smart; if they want, they can figure the rank themselves. But, rather than number one and number two, and someone who is number fifty, why don‘t we just say, ―These people reached the large percent of

their goal,‖ and then just list their names.

Reference Character Range 2 1.72% Coverage 13785 - 14072

And, the other thing is, make sure that everyone knows the positives of people. Even if I‘m at a managers‘ meeting, like having dinner with three or four other managers that night, I‘ll take the opportunity to talk good about my people, how

good they are, what their success stories are.

Reference Character Range 3 1.30% Coverage 15257 - 15473

I‘ve spoken to our director and said, ―This is what I do: You give me a number. If we make it, then our whole team wins. If we don‘t, none of us wins.‖ And that‘s how I think it‘s extremely important. I really do.

References Coverage

7 Free Nodes\Coaching

Node Coding

8.97%

Reference Character Range 1 - 2 1.76% Coverage 2869 - 3163

Coaching is extremely important. Usually, when someone is brand new, you really direct them as to what to do, and over time, you see that they pick things up on their own, and then it becomes more of a coaching thing, kind of

suggesting, kind of pushing them towards what they should be doing.

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Reference Character Range 3 1.37% Coverage 3722 - 3951

you try to figure out the directions in which they‘re going, and you suggest to them a couple different directions, see what they want to choose, and you try to give them the path to get to the direction where they want to be.

Reference Character Range 4 1.67% Coverage 5350 - 5628

Giving them that responsibility, helping them to actually sell using their own style, not my style, because everybody is different. If you try to copy selling someone else‘s style, it‘s never going to work for you, so you‘ve got to use your

style, allowing them to make mistakes

Reference Character Range 5 1.03% Coverage 5630 - 5802

You can‘t harp on somebody if they‘re trying, and they make a mistake. If they‘re not trying, then that‘s a different story. But, if they‘re trying, just help them along. I

Reference Character Range 6 1.55% Coverage 7301 - 7559

I learned that people really want to succeed; most people really want to succeed; they really want to be successful

people. They just really needed to be guided; they need to be directed; they need to be motivated; they need to know when they did a good job.

Reference Character Range 7 1.58% Coverage 13211 - 13475

Yeah, you coach them, and you also give them a little additional responsibilities. You also let them present at meetings. Maybe you‘ll allow them to work with other people so that they can show their strengths to other people, so they can

learn from other people.

References Coverage

1 Free Nodes\Competitive

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Reference Character Range 1 0.99% Coverage 7077 - 7242

It‘s a very competitive nature. You always want to succeed. You always want to win. You always go after results. I would say that being competitive is probably it.

References Coverage

1 Free Nodes\Confident

Node Coding

0.37%

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Reference Character Range 1 0.37% Coverage 12207 - 12268

You have to be positive. You have to be a positive influence;

References Coverage

1 Free Nodes\Empathetic

Node Coding

1.50%

Reference Character Range 1 1.50% Coverage 12610 - 12860

think it‘s very important to be positive, to be understanding, never to embarrass anyone. If you have to talk to somebody about something negative, you do that in private. You don‘t do it in a meeting in front of other people, that

kind of stuff.

References Coverage

1 Free Nodes\Learning Oriented

Node Coding

0.58%

Reference Character Range 1 0.58% Coverage 5801 - 5898

I also like to put people who aren‘t successful with other people, so they can see how they work.

References Coverage

1 Free Nodes\Product & Industry knowledge

Node Coding

0.28%

Reference Character Range 1 0.28% Coverage 5122 - 5169

First of all, make sure they know all products

References Coverage

3 Free Nodes\Relationship Oriented

Node Coding

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Reference Character Range 1 0.83% Coverage 6597 - 6735

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So, you have to rely on other managers to help, not only for their team to reach their goal, but to allow them to work with your people.

Reference Character Range 2 - 3 2.86% Coverage 9305 - 9782

Also, we have team meetings, probably every six weeks. I always make sure there‘s something fun to do at the meeting, because a lot of times, it‘s overnight. So, I also make sure that we go to dinner as a team. You know, we try to do something fun, not really crazy and expensive or bowling. We had a karaoke one time, which was a blast, that kind of stuff. We try to get, I play a lot of ball, kind of a locker room mentality, to try to get to know the people you

work with.

References Coverage

5 Free Nodes\Results Oiented

Node Coding

2.58%

Reference Character Range 1 - 2 1.52% Coverage 4051 - 4304

First of all, results are extremely important. You want to make sure that you reach your team goal, and we do that every year, and you want to show every individual on your team meets their individual goals that they‘re assigned.

That‘s very important.

Reference Character Range 3 0.57% Coverage 8194 - 8289

If you have sales goals, and you look who‘s number one on the team reaching their sales goals.

Reference Character Range 4 - 5 0.49% Coverage 12383 - 12464

You have to be very results-focused, because that‘s really what you‘re based on.

References Coverage

6 Free Nodes\Satisfaction through others

Node Coding

6.43%

Reference Character Range 1 0.74% Coverage 4304 - 4427

The other thing is I was able to get more people promoted on the list for several years, and that was very important to me.

Reference Character Range 2 1.57% Coverage 4783 - 5045

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I feel very proud that I was able to get many people promoted that were not on the Managers‘ Program, but I was able to coach them and direct them, even though they were not put on the Managers‘ Program out of college. So, that to

me, was a huge accomplishment.

Reference Character Range 3 2.05% Coverage 7687 - 8029

You have to kind of share their successes, not only among your team, but throughout the entire company. We have a really good system, once a month, as a matter of fact, we can send in success stories from our teams, and it gets

published on our website, so anyone in the company can look up and see what certain people‘s accomplishments were.

Reference Character Range 4 0.45% Coverage 14205 - 14280

It‘s very important to ‗talk up‘ your people that deserve to be ‗talked up‘

Reference Character Range 5 0.22% Coverage 14737 - 14773

You try to get good people promoted,

Reference Character Range 6 1.40% Coverage 15732 - 15965

There‘s nothing better than getting somebody where they want to be, whether it be promoted, whether it gets someone to a different division of the company, if that‘s what they prefer to do, it‘s just a great feeling. It really is.

References Coverage

2 Free Nodes\Support Reps

Node Coding

2.03%

Reference Character Range 1 1.28% Coverage 2392 - 2606

Actually, the most important thing is preparing your people to succeed, preparing them to meet their individual goals and their team goals, and to develop them so they can get promoted and move on with the company.

Reference Character Range 2 0.75% Coverage 13208 - 13333

I: Yeah, you coach them, and you also give them a little additional responsibilities. You also let them present at meetings.

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References Coverage

3 Free Nodes\Teamwork Oriented

Node Coding

6.13%

Reference Character Range 1 1.28% Coverage 2392 - 2606

Actually, the most important thing is preparing your people to succeed, preparing them to meet their individual goals and their team goals, and to develop them so they can get promoted and move on with the company.

Reference Character Range 2 1.60% Coverage 9516 - 9782

You know, we try to do something fun, not really crazy and expensive or bowling. We had a karaoke one time, which was a blast, that kind of stuff. We try to get, I play a lot of ball, kind of a locker room mentality, to try to get to know

the people you work with.

Reference Character Range 3 3.25% Coverage 14934 - 15475

Everybody has individual goals, but you have to think of the team, and I even run contests; we have a lot of sales contests, maybe the top two people in a division or the top two people on a team or whatever. I always sit my team

down and say, ―We‘re not participating in this. What we‘re doing is we‘re doing it our way.‖ I‘ve spoken to our director and said, ―This is what I do: You give me a number. If we make it, then our whole team wins. If we don‘t, none of us

wins.‖ And that‘s how I think it‘s extremely important. I really do.

References Coverage

3 Free Nodes\Training & Developing Salespeople

Node Coding

2.21%

Reference Character Range 1 0.92% Coverage 1985 - 2138

I actually go to the account myself with the account managers to help them with their sales presentations and making the pictures and all of that stuff.

Reference Character Range 2 - 3 1.29% Coverage 2392 - 2607

Actually, the most important thing is preparing your people to succeed, preparing them to meet their individual goals and their team goals, and to develop them so they can get promoted and move on with the company.

References Coverage

1 Free Nodes\Understand When to Take Action

Node Coding

4.05%

Reference Character Range 1 4.05% Coverage 10019 - 10694

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Probably, the hardest part of this job is when someone is not meeting their expectations and not trying, and you have to get rid of them. As much to me, to be an effective leader and an effective manager, you want to make people better. You do your best to make them better, but there comes a point when you realize that if they‘re not getting any better,

and they‘re trying, you can kind of live with that, because you can find something else for that person to do

somewhere in the company, but when you know they‘re not trying, and they just don‘t care, and they want to get a free pass, that‘s when you have to take action; you have to either fire them or coach them out.

Total References

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40

Total Users

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2

Internals\MonicaFavia09 Document

References Coverage

1 Free Nodes\Customer Orientation

Node Coding

1.92%

Reference Character Range 1 1.92% Coverage 20085 - 20530

The customers are happy that the manager is out there calling on them. They feel that it‘s safer and it has more influence on it than if the manager is out there dealing with them, and they know that they‘re important. So, obviously, for your very important accounts and everything, you want to be one of the top sales people, even if you do have a lot

of sales people out there working for you, you still want to be dealing with the customers.

References Coverage

2 Free Nodes\Empathetic

Node Coding

2.40%

Reference Character Range 1 - 2 2.40% Coverage 20530 - 21085

The third one would be, all this stuff aside, you‘re still dealing with people, with that compassion feel. The first thing I said to you today was, ―When you‘re dealing with people, you‘re dealing with real people with real problems. They may have problems at home that are affecting them at work, or vice versa, so you need to have that compassion to be able

to work through stuff like that. Good sales people and good employees can have real problems at work or at home or whatever, and it can all come back and affect the other parts of their lives.

References Coverage

1 Free Nodes\Empower salespeople

Node Coding

2.12%

Reference Character Range 1 2.12% Coverage 14414 - 14905

When I first started out, I had more and more people coming to me, asking me on more trivial, smaller matters on sales. Sometimes, I found that it works a lot better when I said, ―Well, you know, let‘s go with what you think on this

one, and let‘s trust in that.‖ Now, with your good people, at the time, it was the correct decision to make. At the time, I guess I was leaning more to that a little too much, and maybe I should have believed in that a little sooner, but now it‘s

helping.

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References Coverage

1 Free Nodes\People Oriented

Node Coding

1.97%

Reference Character Range 1 1.97% Coverage 1865 - 2321

By the way, my boss told me the day I started with the company, and you become a manager, you deal with people—it‘s not just work issues that you‘re dealing with when you become a manager, people have personal lives that affect things at work, and work can affect them at home and vice versa. So, it‘s really-- you find yourself with not only the

easiest scenarios to deal with, but you find yourself dealing with having to help people with their issues.

References Coverage

3 Free Nodes\Planning

Node Coding

6.69%

Reference Character Range 1 4.67% Coverage 7967 - 9047

So, that‘s when it comes on the customers‘ side, I know this from just watching, and I know this from how our business has evolved in the last six or eight years. We really maintain true to our focus and have grown in the areas we want to grow. We have forfeited some business in areas where we don‘t want to grow. You need to pick our market and

go from there. We are really not an industrial supply house. Do I have customers that are industrial companies and things that we sell to? Yeah, but I try to spend eighty percent of our time with contractors and jobs and building when it comes to that. I think that‘s something that I‘ve really done well at over the past two years, maintaining that focus and that helps at a time like this, when you need to be more focused. In our business, it‘s not the best route to go, if you‘re

going out and ‗taking a shotgun approach‘ to it, and just going out after every little piece. You should go after what you‘re good at to make yourself the most profitable. On the customer side, I think that my best accomplishment, so far,

there.

Reference Character Range 2 1.53% Coverage 10384 - 10738

But, in both of those cases, it was the employee‘s bet that really may not have fit into the long-term plan. Essentially, those decisions are made with the long-term goal on it. I know there are short-term hardships in losing people like that,

but if you keep your eye on it five to ten years down the road, I think that makes it a lot more effective.

Reference Character Range 3 0.49% Coverage 19688 - 19802

So, that‘s being a good leader and a strong leader by keeping everybody informed and heading in that direction. In

References Coverage

2 Free Nodes\Relationship Oriented

Node Coding

3.45%

Reference Character Range 1 - 2 3.45% Coverage 4564 - 5362

what I would call my number one accomplishment, thus far, would be, and I‘ll operate on that. When I say that, I mean

forming relationships with the people that work for me. Four of the people that work for me have been there twenty-eight to thirty years. So, obviously, there can be some problems in transitioning a twenty-four year old manager into

that role. But, what I have always kept in mind for me is I came into a business where changes were needed in certain areas, and there are still some changes needed in some areas, and we are working on

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right now. One thing that I pride myself in is forming relationships with my core people, the people that I can see really growing the business five years down the road or ten years down the road and being able to transition new people, as

well.

References Coverage

3 Free Nodes\Results Oiented

Node Coding

2.25%

Reference Character Range 1 0.70% Coverage 6026 - 6189

Well, if you have core people, you have to get everybody believing in that. Your core people are the people believing in that goal of growing a profitable business

Reference Character Range 2 0.92% Coverage 15639 - 15851

I think that you need to make sure that you‘re keeping that goal in mind and go on out there and find some profitable business and trying not to let everything else eat you up, which I guess is the moral of that.

Reference Character Range 3 0.63% Coverage 19206 - 19352

Find good people to help you handle that daily stuff, but also you need to be able to be that link to keeping everybody‘s eye on that big picture.

References Coverage

1 Free Nodes\Sales skills

Node Coding

1.23%

Reference Character Range 1 1.23% Coverage 19800 - 20085

In a sales manager role, you have to be one of the best sales people there, even if I had two other outside sales people working for me, I would still be a well-known sales person at our bigger accounts or at our more important accounts,

because you want the manager involved in that.

References Coverage

1 Free Nodes\Satisfaction through others

Node Coding

1.06%

Reference Character Range 1 1.06% Coverage 1562 - 1807

but I really stress the part with employees being the most important, because if you surround yourself with good people, the people that can help you accomplish the second part of your important task there, which is building

profitable business.

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References Coverage

1 Free Nodes\Support Reps

Node Coding

0.80%

Reference Character Range 1 0.80% Coverage 10994 - 11179

The actions I would take with the core people that are, what I consider, good, that‘s just in rewarding them in what would be monetarily or anything else or just with a pat on the back.

References Coverage

1 Free Nodes\Training & Developing Salespeople

Node Coding

1.88%

Reference Character Range 1 1.88% Coverage 11683 - 12118

Now, the people that need some help in some areas and things like that, obviously it‘s more vigilant on my part, which obviously takes a lot of work and time sometimes, obviously you‘d think it was more productive to stand on the sales

side or find myself on that issue everyday, because it‘s like, ―You know, you need to do this or you can work with that employee productively or be without two more customers that day trying to sell.

References Coverage

1 Free Nodes\Understand When to Take Action

Node Coding

2.26%

Reference Character Range 1 2.26% Coverage 13699 - 14221

Yeah, I think that some issues with people, and obviously I didn‘t know this at the time starting out, but there are some

issues where you can‘t help some people. You need to make your decisions a little quicker on some issues, whether it be taking some responsibilities away from somebody and giving it to somebody else. You always wish you had acted quicker on certain issues, but I have found that, over the past two years, I have gotten better at that, but obviously,

hindsight is twenty-twenty when it comes to that.

Total References

Coverage

18

Total Users

2.34%

2

Internals\MonicaFavia10 Document

References Coverage

1 Free Nodes\Adaptable

Node Coding

0.54%

Reference Character Range 1 0.54% Coverage 10497 - 10566

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being able to adapt to the situation and being able to recognize that

References Coverage

2 Free Nodes\Coaching

Node Coding

6.69%

Reference Character Range 1 3.02% Coverage 4808 - 5196

Now, I‘ve got four of these that I can possibly pick up, and what I‘m trying to do is delegate these new ones that I‘ve

established to help these other reps gain more business for themselves and for the company. By doing that, I‘ve shown them that my opinion and my research were done, and it means something, and they had a great time, and now,

they‘re benefiting from my work with them.

Reference Character Range 2 3.67% Coverage 5426 - 5897

Because I needed something to get me started with them. If I was to just go in and start criticizing their sales, and saying, ―You‘ve been in decline for five years, as far as your sales go, and you just need to increase sales,‖ that would not have done anything, because it would not have helped them at all to develop the leads. This way they know where

they‘re going, and I don‘t tell them that, but I get them to believe that, and it‘s important to what I‘m doing.

References Coverage

2 Free Nodes\Communication & Listening

Node Coding

2.71%

Reference Character Range 1 - 2 2.71% Coverage 10219 - 10567

Communication skills would probably be the most important, because not being able to properly convey what you want

out of people, you tend to lose that. Communication, listening skills, being done with what you have told people to do and what people have brought up to you, and being able to adapt to the situation and being able to recognize that.

References Coverage

1 Free Nodes\Competitive

Node Coding

2.38%

Reference Character Range 1 2.38% Coverage 10568 - 10874

Diligence, because, like I said, there are so many certain failures on a given day that people may not give you longer or may not give you the time of day to do things, may not get to that first sales meeting. So, determination, work instill,

hard work can all be part of the foundation of a sales manager.

References Coverage

1 Free Nodes\Customer Orientation

Node Coding

2.06%

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Reference Character Range 1 2.06% Coverage 8448 - 8713

We go out and call on a number of different new customers each day, and we find that first impressions go a long way, and we may present ourselves the wrong way with that customer and lose that opportunity forever. I would say that it

could happen on a daily basis.

References Coverage

1 Free Nodes\Impatient

Node Coding

0.92%

Reference Character Range 1 0.92% Coverage 9614 - 9732

and so, maybe I didn‘t stay positive with him that day in the way I treated him, and now he‘s behind in his training.

References Coverage

2 Free Nodes\Learning Oriented

Node Coding

1.50%

Reference Character Range 1 0.83% Coverage 5965 - 6072

I‘ve tried to develop an opinion from what I‘ve learned so far, because there are so many different stages

Reference Character Range 2 0.67% Coverage 11526 - 11612

Now, I‘m giving myself a refresher course on a thing that I learned seven years ago.

References Coverage

2 Free Nodes\Planning

Node Coding

5.46%

Reference Character Range 1 2.65% Coverage 4467 - 4807

What I see right now in my industry is that the general printing industry has been declining, with the exception of the digital industry and the direct marketing industry, which has had increase in the past five years, which is the direct

opposite of where industry is going. I embrace this, and I develop leads for these types of programs.

Reference Character Range 2 2.82% Coverage 6312 - 6674

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I can track the personal sales from month to month, but with the economy the way it is right now, it‘s so sporadic that I can‘t even get a good feel of what sales came from where. I guess over a given time period, like trying to gauge the

leads I gave them, and see how those leads develop, then yeah, because I could see whether I succeeded or failed with that.

References Coverage

3 Free Nodes\Product & Industry knowledge

Node Coding

3.45%

Reference Character Range 1 - 2 1.31% Coverage 2278 - 2446

Most of these people coming out have never been in our industry before, which is the paper and printing industry. It‘s a lot of technical knowledge to learn about that,

Reference Character Range 3 2.14% Coverage 4467 - 4742

What I see right now in my industry is that the general printing industry has been declining, with the exception of the digital industry and the direct marketing industry, which has had increase in the past five years, which is the direct

opposite of where industry is going.

References Coverage

2 Free Nodes\Relationship Oriented

Node Coding

0.80%

Reference Character Range 1 - 2 0.80% Coverage 5196 - 5299

So, now I have a friendship with these reps, and now they are deeming something from my experience.

References Coverage

2 Free Nodes\Results Oiented

Node Coding

2.23%

Reference Character Range 1 1.35% Coverage 7526 - 7700

Then, I could then go back to my company and say, ―Since I have taken over this, we‘ve increased sales by ‗X‘, over the past so many months or years or whatever that may be.‖

Reference Character Range 2 0.88% Coverage 8166 - 8279

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Again, a very tangible thing is sales drop, gross profits drop, cost drops. That would be a very near failure.

References Coverage

1 Free Nodes\Satisfaction through others

Node Coding

1.31%

Reference Character Range 1 1.31% Coverage 7927 - 8095

Failure would be, again, losing the people I hire, seeing sales plummet of what I‘ve done and the people I‘ve hired, and I‘ve told people to take their time and effort.

References Coverage

3 Free Nodes\Training & Developing Salespeople

Node Coding

4.44%

Reference Character Range 1 1.54% Coverage 1434 - 1632

That‘s when we had the opportunity to hire some new sales reps. I was looked at to try to mentor and train and eventually take over as manager of these sales reps that they were trying to bring in.

Reference Character Range 2 1.67% Coverage 2578 - 2792

My challenge is that I try to keep them involved with the sales aspect in scrubbing client lists, developing leads, little things that will keep them in the sales end, while training them to sell for themselves.

Reference Character Range 3 1.24% Coverage 3382 - 3541

his training was progressing extremely faster than we expected, to be honest. He is probably two or three months ahead of schedule as far as his training goes,

Total References

Coverage

23

Total Users

2.65%

2

Internals\MonicaFavia11 Document

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References Coverage

4 Free Nodes\Analytical

Node Coding

0.67%

Reference Character Range 1 - 2 0.38% Coverage 17741 - 17822

you have to have a technical astuteness, and you have to have an analytical mind

Reference Character Range 3 - 4 0.29% Coverage 17964 - 18027

So, to be successful, you have to be friendly and analytical.

References Coverage

8 Free Nodes\Coaching

Node Coding

8.17%

Reference Character Range 1 - 2 0.43% Coverage 3266 - 3358

(3) The third task was actually coaching and mentoring the business development people.

Reference Character Range 3 2.13% Coverage 6311 - 6767

we have regularly scheduled team meetings, where we review everybody‘s progress with what they‘re working on, and where we come in to really close contact, and it‘s like I said, when we make a proposal together, but when he‘s out

there searching, trying to scare up customers, potential customers in business, we got together maybe two times every two weeks or something where he lets me know about something interesting that‘s happened in the marketplace.

Reference Character Range 4 1.18% Coverage 6768 - 7020

The other fellows, and it goes all the way down to the number five guy, where he‘s pretty unsure of himself, and pretty much every step of the way, he needs reassurance and guidance on, ―Gee, is this the right thing to do or should I be

doing this?‖

Reference Character Range 5 0.74% Coverage 9969 - 10127

The number five guy, and the people who really need help, I sit with them, I go out with them, but I also enlist the help of other people, like the trainers.

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Reference Character Range 6 0.77% Coverage 10875 - 11040

Then he lines up an appointment with customers we know. I go in with him, observe him, give him suggestions on how he did, what he should do, what he should ask for.

Reference Character Range 7 1.77% Coverage 12676 - 13056

Well, we used to always review the calls; after we went on calls, we‘d sit down and review what we did. We would talk about how to do it better. There was some type of preparation ahead of time, but I allowed him do the most of the prep

part. I allowed him to make sure that he had to educate me going in there, and what that did for him was that he had to learn what he was doing

Reference Character Range 8 1.16% Coverage 13628 - 13876

He and I play sports, so we hit it off on –we could talk about other subjects other than work. We always talked about sports, and when we talked about business, we got down to business. Yeah, we had that natural ‗ice breaker‘ between

the two of us.

References Coverage

1 Free Nodes\Communication & Listening

Node Coding

0.66%

Reference Character Range 1 0.66% Coverage 18219 - 18361

basically, this potential customer is trying to do the best for his side of the fence, but he‘s also trying to help you, if you listen to him.

References Coverage

1 Free Nodes\Competitive

Node Coding

0.64%

Reference Character Range 1 0.64% Coverage 7477 - 7615

You need to be able to go in and talk to the customer, and if they slam the door in your face, still get up and walk to the next customer.

References Coverage

1 Free Nodes\Confident

Node Coding

1.65%

Reference Character Range 1 1.65% Coverage 7384 - 7738

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In this job, when you‘re developing a person, you have to have the ―door-knocker mentality.‖ You need to be able to go in and talk to the customer, and if they slam the door in your face, still get up and walk to the next customer. The lead

guy, nothing bothers him, even if somebody slaps him on the head, but the bottom guy, he had a hard time with it.

References Coverage

2 Free Nodes\Customer Orientation

Node Coding

1.94%

Reference Character Range 1 0.58% Coverage 2094 - 2218

Also, there was the negotiations and contracts and prior agreements with our potential customers and reduce them to facts.

Reference Character Range 2 1.36% Coverage 2476 - 2767

The negotiating of a multi-million-dollar-a-year contract with a major generic pharmaceutical company, in the order of twenty million dollars a year. The negotiation was such that I didn‘t get to fulfill the final part of the negotiation where

we had no other recourse, but to stay with them

References Coverage

1 Free Nodes\High Energy

Node Coding

0.43%

Reference Character Range 1 0.43% Coverage 7384 - 7477

In this job, when you‘re developing a person, you have to have the ―door-knocker mentality.‖

References Coverage

1 Free Nodes\Impatient

Node Coding

0.11%

Reference Character Range 1 0.11% Coverage 11522 - 11545

Some people are stupid.

References Coverage

3 Free Nodes\Intuitive

Node Coding

1.79%

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301

Reference Character Range 1 0.24% Coverage 17912 - 17964

Let‘s pursue outgoing, but friendly and intuitive.‖

Reference Character Range 2 - 3 1.55% Coverage 18031 - 18362

thisYou have mix a little intuition in when you need to be able to read people, and you need to have an intuitive sense of this is what they‘re telling you, is what the answer is, because basically, this potential customer is trying to do the

best for his side of the fence, but he‘s also trying to help you, if you listen to him.

References Coverage

1 Free Nodes\Learning Oriented

Node Coding

0.53%

Reference Character Range 1 0.53% Coverage 9803 - 9917

we try to bring in outside trainers, who are just named the same in a number of different training opportunities.

References Coverage

1 Free Nodes\People Oriented

Node Coding

1.10%

Reference Character Range 1 1.10% Coverage 19008 - 19243

I would—like if they needed to submit a report, I would edit it and if it was a just plain crappy report, I would spend the time, the hours fixing it up. Then, it would go out under their name, and they would get all the credit for it.

References Coverage

2 Free Nodes\Planning

Node Coding

1.32%

Reference Character Range 1 0.34% Coverage 1941 - 2014

mentoring the business development, sending business to the other people,

Reference Character Range 2 0.98% Coverage 3056 - 3266

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The other was participating on the, what we called the DCAT Board, Drug, Chemical and Associated Trade Board of a major pharmaceutical industry, governing lobbying and being elected to the Board of Directors.

References Coverage

3 Free Nodes\Problem solving

Node Coding

3.54%

Reference Character Range 1 0.35% Coverage 2019 - 2094

making critical decisions on whether this was the correct business for us.

Reference Character Range 2 1.60% Coverage 4378 - 4721

Basically, I sit down, and we basically come up with the price offering or bid proposal on that. They work with the development people to come up with the particulars of what the projected cost may be, and then I basically sit with

them, and we figure out, from a market point of view, what the market would bear for that particular proposal.

Reference Character Range 3 1.59% Coverage 5374 - 5714

When we come back, we get those projected costs, then we sit down, and we say, ―How did this product come into this position in the market? Who is the competition? What are similar products like this priced at? What do we think we can

price at?‖ Then, we put all those factors in together, and then we come up with a final monetary proposal

References Coverage

2 Free Nodes\Relationship Oriented

Node Coding

1.44%

Reference Character Range 1 0.98% Coverage 13605 - 13814

I: It was pretty easy. He and I play sports, so we hit it off on –we could talk about other subjects other than work. We always talked about sports, and when we talked about business, we got down to business.

Reference Character Range 2 0.46% Coverage 18410 - 18509

You have to be able to build relationships. You can be an introvert and still build a relationship,

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References Coverage

3 Free Nodes\Results Oiented

Node Coding

2.12%

Reference Character Range 1 - 2 1.88% Coverage 8374 - 8776

he was such a superstar, because he liked the characteristics, not that he was a superstar. Just to give you an idea, I expect somebody to generate one to two million dollar beginning project in eight to ten months of being with the

company. If you do that, you‘re about average. If you do it in less than that, you‘re a superstar. If you do that in over that twelve months, you need to be in a hurry.

Reference Character Range 3 0.25% Coverage 19589 - 19642

So, basically, you have to be sort of detail-oriented

References Coverage

2 Free Nodes\Satisfaction through others

Node Coding

0.42%

Reference Character Range 1 0.17% Coverage 9066 - 9103

but I don‘t like to see the guys fail

Reference Character Range 2 0.25% Coverage 15806 - 15859

As long as they can make money for me, that‘s great.

References Coverage

1 Free Nodes\Support Reps

Node Coding

2.19%

Reference Character Range 1 2.19% Coverage 10932 - 11401

go in with him, observe him, give him suggestions on how he did, what he should do, what he should ask for. I try to make calls with him, because it‘s always good to have two people on the call for the most part, because you can tag

team, you can get a little breather. It helps if they‘re doing negotiations, so I try to participate in visits with the sales and business guys, and like I said, we end up having some bi-annual training sessions on different topics.

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References Coverage

1 Free Nodes\Teamwork Oriented

Node Coding

0.61%

Reference Character Range 1 0.61% Coverage 9672 - 9802

What we do in a group, per se, every two months, we have a team meeting, where everybody gets together in a team, and twice a year

References Coverage

1 Free Nodes\Understand When to Take Action

Node Coding

1.01%

Reference Character Range 1 1.01% Coverage 15306 - 15523

Absolutely, I would not have hired number five guy. Number two and I had both interviewed him, and we both knew he wasn‘t going to make it. We knew it, we knew it, we knew it, but he was just rammed down our throats.

Total References

Coverage

39

Total Users

1.60%

2

Internals\MonicaFavia12 Document

References Coverage

2 Free Nodes\Analytical

Node Coding

0.93%

Reference Character Range 1 0.50% Coverage 3602 - 3736

Some of the responsibilities that come with this job, number one is pricing the project and getting the right price for both parties.

Reference Character Range 2 0.43% Coverage 4079 - 4193

That‘s basically it. I also have to make sure that the orders are written correctly and do what the client wants.

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References Coverage

4 Free Nodes\Coaching

Node Coding

2.62%

Reference Character Range 1 1.01% Coverage 5593 - 5862

When he first started and he would go and visit a client or have a client come to him, I‘d make sure that he would introduce me, and I would sit in a meeting for a while, make sure that the client winds up getting the confidence and

trust in ______ and to my assistant.

Reference Character Range 2 - 3 1.19% Coverage 6607 - 6922

Oh, absolutely, that happens daily, and he‘ll come to me and say, ―What do I do?‖ My door is always open. He can come and see me, and I‘ll help him out with anything he‘s got. Especially when I had projects closing or running and so

forth, I would drag him with me, and I‘d let him see just how I react and so forth

Reference Character Range 4 0.42% Coverage 11992 - 12104

I made Mark follow it through with the meetings, with communications with everybody, and that was a success.

References Coverage

3 Free Nodes\Communication & Listening

Node Coding

1.00%

Reference Character Range 1 0.21% Coverage 4389 - 4446

This is by communication; communication is so important.

Reference Character Range 2 0.50% Coverage 4682 - 4814

Like I said, communication is SO big, and you can never have enough of it. The more they know, the smoother the project will run.

Reference Character Range 3 0.29% Coverage 25349 - 25426

I: Absolutely, it‘s communication. If you don‘t communicate, then forget it.

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References Coverage

2 Free Nodes\Customer Orientation

Node Coding

1.11%

Reference Character Range 1 0.86% Coverage 17683 - 17911

Your customer really has to have all the faith in the world in you. He has to trust you, and when you build up that confidence in your customer, you will have a successful relationship, you‘re going to have a successful project

Reference Character Range 2 0.25% Coverage 23152 - 23218

have good manners toward his client; treat them with full respect.

References Coverage

1 Free Nodes\Ethical

Node Coding

0.20%

Reference Character Range 1 0.20% Coverage 15289 - 15343

he‘s trustworthy, and he‘s somebody that I can trust,

References Coverage

1 Free Nodes\High Energy

Node Coding

0.42%

Reference Character Range 1 0.42% Coverage 15552 - 15663

I‘ve been lucky that he‘s not the kind of a guy that would just, ―O.K., it‘s five o‘clock and time to go home.‖

References Coverage

1 Free Nodes\Learning Oriented

Node Coding

0.81%

Reference Character Range 1 0.81% Coverage 11437 - 11653

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307

You know what? I went with him, and I took the opposite role this time. I sat there and listened. I‘ll tell you what, I was totally happy with him. I thought he did a great job, and he does learn from experience.

References Coverage

1 Free Nodes\Motivate and Lead

Node Coding

0.37%

Reference Character Range 1 0.37% Coverage 10899 - 10998

Don‘t give up; we will make it work. So, I sat down with him, and I showed him how to make it work,

References Coverage

4 Free Nodes\Patient

Node Coding

1.54%

Reference Character Range 1 0.81% Coverage 11437 - 11653

You know what? I went with him, and I took the opposite role this time. I sat there and listened. I‘ll tell you what, I was totally happy with him. I thought he did a great job, and he does learn from experience.

Reference Character Range 2 0.12% Coverage 14076 - 14109

be very patient in negotiations.

Reference Character Range 3 0.19% Coverage 22996 - 23047

He‘s also going to be a guy who has some patience.

Reference Character Range 4 0.41% Coverage 23111 - 23219

Another thing is don‘t be temperamental; have good manners toward his client; treat them with full respect.

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308

References Coverage

1 Free Nodes\Planning

Node Coding

0.28%

Reference Character Range 1 0.28% Coverage 14808 - 14883

Don‘t get relaxed, do your homework, stay on the ball and follow through.

References Coverage

1 Free Nodes\Politically Astute

Node Coding

0.14%

Reference Character Range 1 0.14% Coverage 21560 - 21598

Documentation. You‘ve got to document.

References Coverage

1 Free Nodes\Problem solving

Node Coding

0.21%

Reference Character Range 1 0.21% Coverage 14246 - 14302

What I‘ve learned is that everything can be worked out.

References Coverage

3 Free Nodes\Product & Industry knowledge

Node Coding

1.22%

Reference Character Range 1 0.55% Coverage 5367 - 5514

Well, I have given him all the knowledge and all the forms and everything that I‘ve learned through the last fifteen, twenty, twenty-five years. So

Reference Character Range 2 - 3 0.67% Coverage 22528 - 22705

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I: O.K., one is he needs to have a good construction knowledge. He‘s going to have to know his product inside and out. If he doesn‘t know his product, he doesn‘t have a prayer.

References Coverage

1 Free Nodes\Sales skills

Node Coding

0.72%

Reference Character Range 1 0.72% Coverage 3136 - 3326

I‘m responsible for acquiring the project, landing it, getting this work for _____ to do for their production workers and so forth. I‘ve got to get the clients to have faith and trust in us,

References Coverage

1 Free Nodes\Support Reps

Node Coding

0.59%

Reference Character Range 1 0.59% Coverage 5927 - 6084

When it comes time, I guess, trying to get him to close the deal and sign the dotted line, I would go with him on that and make everyone feel comfortable.

References Coverage

2 Free Nodes\Training & Developing Salespeople

Node Coding

0.91%

Reference Character Range 1 0.54% Coverage 5367 - 5510

Well, I have given him all the knowledge and all the forms and everything that I‘ve learned through the last fifteen, twenty, twenty-five years

Reference Character Range 2 0.38% Coverage 6971 - 7071

When I was actually doing on-the-job training and that‘s what he‘s getting, and you can‘t beat that.

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Total References

Coverage

29

Total Users

0.82%

2

Internals\MonicaFavia13 Document

References Coverage

2 Free Nodes\Coaching

Node Coding

3.66%

Reference Character Range 1 1.88% Coverage 8682 - 8933

The first thing I would do is identify it, you know, sit them down and identify, ―Hey, you‘re not performing up to the standards that we set up; this is where you‘re falling short.‖ I never put it back and say, ―What do you think is going

wrong here?‖

Reference Character Range 2 1.78% Coverage 9100 - 9337

Then, plan a place that‘s going to get them where they need to be, but always end the conversation with, ―Look, this is what‘s going to happen if you don‘t get your production up to this.‖ So, this way they always know where they stand.

References Coverage

1 Free Nodes\Competitive

Node Coding

0.13%

Reference Character Range 1 0.13% Coverage 11521 - 11539

have ‗thick skin‘,

References Coverage

1 Free Nodes\High Energy

Node Coding

0.30%

Reference Character Range 1 0.30% Coverage 4769 - 4809

I think you have to be on all the time.

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311

References Coverage

1 Free Nodes\Initiative

Node Coding

1.49%

Reference Character Range 1 1.49% Coverage 10941 - 11140

I think they need to be a self-starter, and they don‘t always need the answers. If they don‘t have the answers, they‘re not afraid to jump right in and say, ―I‘m just going to figure it out as I go.‖

References Coverage

2 Free Nodes\Planning

Node Coding

0.61%

Reference Character Range 1 - 2 0.61% Coverage 12375 - 12457

from setting goals, and putting a plan in place for our guys to attack the goals,

References Coverage

1 Free Nodes\Politically Astute

Node Coding

1.61%

Reference Character Range 1 1.61% Coverage 1988 - 2203

I had a female employee who had a harassment complaint against one of the sales reps. I had an employee who was a minority input, and he was also filing harassment complaints. That was kind of the final straw for me

References Coverage

1 Free Nodes\Problem solving

Node Coding

0.91%

Reference Character Range 1 0.91% Coverage 3280 - 3401

I think the basic thing I have learned is a small problem that you don‘t tackle today becomes a massive problem tomorrow.

References Coverage

2 Free Nodes\Results Oiented

Node Coding

0.53%

Coding Summary Report

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312

Reference Character Range 1 0.20% Coverage 11493 - 11520

goal oriented, have a plan,

Reference Character Range 2 0.33% Coverage 12507 - 12551

holding them accountable to hit those goals.

References Coverage

1 Free Nodes\Support Reps

Node Coding

0.82%

Reference Character Range 1 0.82% Coverage 10304 - 10414

let them know that I appreciate the extra work they put in and go out of my way to make them feel appreciated

References Coverage

1 Free Nodes\Training & Developing Salespeople

Node Coding

1.01%

Reference Character Range 1 1.01% Coverage 7693 - 7828

trained them. I would get them rolling. I have really done that on purpose, too, because I don‘t want to spend my time later doing that

References Coverage

4 Free Nodes\Understand When to Take Action

Node Coding

5.83%

Reference Character Range 1 1.36% Coverage 2205 - 2386

They weren‘t producing at a profitable level, and once I started having those employee issues, I just decided the liability of having the operation open wasn't worth it anymore.

Reference Character Range 2 1.84% Coverage 2895 - 3141

Coding Summary Report

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313

set proper applications, then hold people responsible for it from what they expected. They had sales people that would roll in there late or would be doing the wrong things, and just the basic sales manager‘s role was not taking place out

there.

Reference Character Range 3 2.12% Coverage 3402 - 3685

So, just get a little bit uncomfortable, fix the problem today, and it might mean that you have to fire somebody or have a difficult or uncomfortable conversation; just have it and get it over with, because that same situation, and you let it

go, turns into something huge tomorrow.

Reference Character Range 4 0.51% Coverage 4077 - 4145

I would have probably accelerated the outcome in four of the cases.

Total References

Coverage

17

Total Users

1.54%

2

Internals\MonicaFavia14 Document

References Coverage

5 Free Nodes\Adaptable

Node Coding

1.79%

Reference Character Range 1 - 2 0.71% Coverage 13875 - 14146

You always have to keep in mind when managing people. There are a thousand different ways to accomplish the same goal, and just because you‘re doing it one way—I‘ve had managers who tried to do this and try to make me a carbon

copy of them—and you just can‘t do that. You

Reference Character Range 3 - 4 0.43% Coverage 15799 - 15963

I think that the definition of either the manager or the sales rep, was in the first five words of the description, and it needs to be flexibility and adaptability,

Reference Character Range 5 0.64% Coverage 20605 - 20848

You have to always expect the unexpected, and I think, the more creative and flexible you are in your decision-making process, the more quickly you can identify a situation, the greater the asset you become to the rep you‘re trying to

manage.

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314

References Coverage

1 Free Nodes\Analytical

Node Coding

0.73%

Reference Character Range 1 0.73% Coverage 17124 - 17401

I was given a regional budget that I had to dole out where I deemed necessary, and you need to be able to evaluate, and again it goes back to the same thing, recognize potential, understand the situation, ―If I‘m going to spend a dollar

here, what am I going to see in return?‖

References Coverage

11 Free Nodes\Coaching

Node Coding

7.16%

Reference Character Range 1 - 2 0.77% Coverage 4725 - 5019

Play to their strengths so that you‘re allowing them to find an area of comfort and an area of developing their own way of communicating the message that needs to be delivered. In identifying their weaknesses, and everybody has them,

you want to constructively build on those or critique them.

Reference Character Range 3 1.04% Coverage 8386 - 8780

I was asked to spend a great deal of time with her. I spent a week with her first to get an idea of where she was and

just slowly helped her organize her day and then organized her sales calls and then organized how she managed her territory and got her to just calm down a bit, letting her build up enough confidence in herself and getting her to believe

that she‘s an authority on this stuff.

Reference Character Range 4 0.75% Coverage 12415 - 12699

I needed her to know that my pure intention was to help, and anything she has to tell me stays between us, but I need to know the truth. I need to know the areas where she thinks she‘s strong and the areas she thinks she‘s weak, and I

need to observe and sit there with my mouth shut.

Reference Character Range 5 1.58% Coverage 14517 - 15117

We just worked on, ―Show me how you organize this; you laptop is a tool, tell me how you use it. Have you ever tried this?‖ I would try to come up with three different ways. I‘d call—I had some other managers that I was close to, and came up through Myriad with—and bounce ideas off, because I knew they were a polar opposite of what I was. I just wanted to know, ―O.K., when you organize your accounts, and the CRN that we had at the time, how did they do it?

What kind of notes did they take? What was their call frequency on accounts? I talked to the rep who had had the territory before she did.

Reference Character Range 6 0.57% Coverage 16083 - 16301

I worked with her on probing questions, recognizing things as you walk into an account that will give you the clues as to how that account is run, what kind of potential the account has, and we went through everything.

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315

Reference Character Range 7 0.30% Coverage 23286 - 23400

I went with him. I let him take the lead, but anytime there may have been a little bump in the road, I stepped up.

Reference Character Range 8 0.72% Coverage 26778 - 27051

For the first two ride-alongs that we had, I handled the calls, and I needed anyone to understand that they needed to make it their own, because they saw how I did it, and I showed them how I set up my day. I was there for any

questions they had, as silly as they might be.

Reference Character Range 9 - 10 0.47% Coverage 30229 - 30409

I think you need to have the mindset of a coach, maybe not Bobby Knight, but you have to play to the strength of your team, and the more quickly you can identify people‘s strengths

Reference Character Range 11 0.95% Coverage 34740 - 35101

if there‘s anything that anybody who works for me, I want them to feel they can tell me anything. I stress with them

what I would hope what would make them a better rep. I always try to give them good advice. I‘d show them how not to walk into situations that are going to be embarrassing for them, for me, to the company they represent, and don‘t

burn bridges.

References Coverage

3 Free Nodes\Communication & Listening

Node Coding

0.93%

Reference Character Range 1 0.11% Coverage 10789 - 10829

have to be able to deliver your message,

Reference Character Range 2 - 3 0.82% Coverage 12793 - 13105

if you‘re a better listener, you‘re going to be the best at what you do, so I had to listen to what she had to say, I

needed to listen to the reaction she was getting with her accounts, I needed to listen to the reasons to how she did or how she set up her day or what her thought process was and her approach.

References Coverage

1 Free Nodes\Customer Orientation

Node Coding

0.54%

Coding Summary Report

Page 326: The Pennsylvania State University The Graduate School AN

316

Reference Character Range 1 0.54% Coverage 17627 - 17831

You, obviously, are not going to know every account, within a region and or within these ten territories, you surely had better know the top ten accounts in each or the top ten potential accounts in each.

References Coverage

1 Free Nodes\Empathetic

Node Coding

0.66%

Reference Character Range 1 0.66% Coverage 28420 - 28670

I wouldn‘t be able to live with myself if something happened to someone in their family, and they weren‘t given the opportunity to either be there or handle it in whatever fashion they wanted to. Again, that‘s kind of humanizing the

managerial role.

References Coverage

3 Free Nodes\Ethical

Node Coding

1.08%

Reference Character Range 1 0.81% Coverage 19761 - 20068

I kind of rolled with it and bit the bullet as best I could, and because of that, it was another manager that actually sold

me out, but they were grateful for it, and I had a great relationship with them, but I might add, there was no trust. So, I had to document everything that we did with that account.

Reference Character Range 2 0.18% Coverage 24881 - 24948

no matter what you‘re doing, always be honest and always be direct.

Reference Character Range 3 0.09% Coverage 28236 - 28271

I have always been ‗family first,‘

References Coverage

2 Free Nodes\Learning Oriented

Node Coding

0.46%

Reference Character Range 1 0.29% Coverage 15688 - 15797

Coding Summary Report

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317

It‘s a learning process, it‘s always a learning process, that you can‘t have just one way of doing something

Reference Character Range 2 0.17% Coverage 18933 - 18998

Well, this is going to again be a cliché, but you learn every day

References Coverage

1 Free Nodes\Patient

Node Coding

0.57%

Reference Character Range 1 0.57% Coverage 14299 - 14515

Through that and through days of this, we took the second week that I was with her, completely off. We didn‘t make a sales call at all. I responded to calls that came in, but I didn‘t actually go out and make a call

References Coverage

1 Free Nodes\People Oriented

Node Coding

0.34%

Reference Character Range 1 0.34% Coverage 28141 - 28270

I know people who I‘ve worked with who have had personal situations or that I have managed, and I have always been ‗family first,

References Coverage

1 Free Nodes\Problem solving

Node Coding

0.42%

Reference Character Range 1 0.42% Coverage 9542 - 9701

I had to go through and make some large decisions; there were personnel changes that had to be made, and the attitude of the account had to completely change.

References Coverage

5 Free Nodes\Relationship Oriented

Node Coding

2.50%

Coding Summary Report

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318

Reference Character Range 1 0.23% Coverage 9333 - 9421

really solidified our relationship there, as well with some of the other accounts we had

Reference Character Range 2 - 3 0.58% Coverage 16666 - 16886

Very much so, I think that it‘s all about relationship building, and that‘s external and internal. I think that the more successful managers are the ones who have reps who aren‘t afraid to come to them with a situation.

Reference Character Range 4 0.47% Coverage 22764 - 22941

but the relationship – it‘s not to make you laugh, but this particular pathologist may be free on staff – it was a little strained; it was polite, but it was definitely strained

Reference Character Range 5 1.23% Coverage 27551 - 28017

Then, 9-11 happened, and he left such an emotional message, ―Go home and be with your family; we don‘t know

what‘s going on today; we need to take stock in what we have.‖ It was like, ―Dammit, that was the cruelest thing I‘ve ever heard. I‘m scared to death today. I don‘t know what‘s going on in the world, but it‘s good to know this is the type

of person I‘m working for.‖ That really kind of solidified the relationship. The level of respect goes through the roof

References Coverage

1 Free Nodes\Results Oiented

Node Coding

0.16%

Reference Character Range 1 0.16% Coverage 9270 - 9329

expanded that account about two hundred and fifty percent

References Coverage

4 Free Nodes\Satisfaction through others

Node Coding

1.26%

Reference Character Range 1 0.29% Coverage 8135 - 8247

Another situation was when I actually won Mentor of the Year for a rep that had worked in Central Pennsylvania.

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Reference Character Range 2 0.29% Coverage 8971 - 9083

Not that year, but the next year, she was the number one rep in the country. I took a lot of pride out of that.

Reference Character Range 3 0.08% Coverage 14226 - 14257

I wanted her to grow as a rep,

Reference Character Range 4 0.59% Coverage 17401 - 17626

I spent an hour with this rep here, how is it going to benefit the rep and ultimately me and the territory and ultimately the region. You really need to have an understanding, and you really kind of need to know your region.

References Coverage

2 Free Nodes\Understand When to Take Action

Node Coding

1.45%

Reference Character Range 1 0.23% Coverage 22943 - 23032

There comes a point, and we have to recognize that point, and you do what you have to do.

Reference Character Range 2 1.21% Coverage 31669 - 32129

Two or three times I‘ve had to say, and again I‘m just speaking with a female rep with a family, ―It‘s just killing you. Your job shouldn‘t kill you. There‘s got to be something else, some other thing you can do.‖ And I know, in two of the

situations, I‘ve gotten them other jobs within the company that allowed them—one became an insurance liaison for us, so they worked right out of their home and worked on getting us approved on different insurance plans.

Total References

Coverage

42

Total Users

1.33%

2

Internals\MonicaFavia15 Document

Coding Summary Report

Page 330: The Pennsylvania State University The Graduate School AN

320

References Coverage

3 Free Nodes\Boundary Spanning

Node Coding

3.41%

Reference Character Range 1 0.99% Coverage 5921 - 6111

Most of what they get from me, basically, now is what comes down from corporate, new sales programs, new marketing programs, new products; it‘s my job, then, to communicate that to the reps.

Reference Character Range 2 0.87% Coverage 12981 - 13148

What I‘ve learned from it is that, especially with this rep, take more of an active role in communicating with the end users, and make sure we‘re on the same page.

Reference Character Range 3 1.54% Coverage 13526 - 13821

You need to follow through in a timely fashion, communication up the ladder, upstream and downstream, communication to manufacturing, to your management, to other sales people in your organization, communication

down to your reps, to your distributors and to your end users in a timely fashion.

References Coverage

1 Free Nodes\Coaching

Node Coding

1.18%

Reference Character Range 1 1.18% Coverage 3497 - 3723

I encouraged the rep to go in and set up a meeting where we could have what we call, ‗lunch and learn‘, basically is having a lunch for key engineers and maintenance people, and it gives up a chance to have a captive audience.

References Coverage

3 Free Nodes\Communication & Listening

Node Coding

3.70%

Reference Character Range 1 - 2 2.11% Coverage 9602 - 10005

That would probably be to learn to listen a little bit more. I think I‘ve gotten a lot better at that, whereas, when you first go into sales, especially me, I didn‘t have a technical background or a technical product, the first few six months or

so, six months to a year that I was in sales, I went through a lot of training and learning how to do a presentation, which to a certain extent, was canned.

Reference Character Range 3 1.60% Coverage 12386 - 12691

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Well, I think it‘s time of communication, time of communication from the customer to the rep, and time of communication from the rep to me. I don‘t know if it‘s as much I learned it, but the rep learned that he needs to

communicate to me on a more regular basis, if we are going to solve issues like this.

References Coverage

3 Free Nodes\Customer Orientation

Node Coding

2.64%

Reference Character Range 1 0.53% Coverage 2264 - 2366

Probably, the key to success is making sure you get an answer back to a customer in a timely fashion.

Reference Character Range 2 1.69% Coverage 9122 - 9445

really what you‘re saying to the customer and determining what is needed to fill that customer‘s needs. So, that‘s what I basically learn in every situation, is to define really what the customer wants, then to get it to them. If I can‘t get it to

them, give me a timely answer for that. That‘s probably the most important.

Reference Character Range 3 0.42% Coverage 14120 - 14200

get to know your customers, develop relationships, get to know your distributors

References Coverage

1 Free Nodes\Learning Oriented

Node Coding

0.40%

Reference Character Range 1 0.40% Coverage 3920 - 3997

Another opportunity would be going in and looking at a different application,

References Coverage

1 Free Nodes\Planning

Node Coding

0.21%

Reference Character Range 1 0.21% Coverage 2129 - 2170

Coding Summary Report

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322

define new applications for our products

References Coverage

3 Free Nodes\Product & Industry knowledge

Node Coding

1.43%

Reference Character Range 1 0.21% Coverage 2129 - 2170

define new applications for our products

Reference Character Range 2 - 3 1.22% Coverage 14954 - 15187

having it comforting speaking about your product. I‘m not technical; I don‘t have a technical background; I don‘t have an engineering degree, but I can talk about Teflon-lined pipe. I can talk about Teflon-lined hose with an engineer

References Coverage

3 Free Nodes\Relationship Oriented

Node Coding

1.22%

Reference Character Range 1 - 2 0.20% Coverage 2090 - 2128

Enhance relationships of distribution,

Reference Character Range 3 1.03% Coverage 14427 - 14623

So, what you‘re really doing is, you aren‘t really growing business organically, you‘re really taking market share, so what you need to do is to be out there on the road and develop relationships.

References Coverage

3 Free Nodes\Support Reps

Node Coding

2.01%

Reference Character Range 1 - 2 1.33% Coverage 2872 - 3126

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323

They‘ll identify a project, or the distributor will identify a project, I‘ll follow up to see what type of support they need, technical support, sales support, etc. and making sure that they are staying out there to give us the best support to

close it.

Reference Character Range 3 0.68% Coverage 3345 - 3475

I: I think one actual success was supporting my sales rep going into a new customer, where they were using a competitor‘s product,

Total References

Coverage

21

Total Users

1.80%

2

Internals\MonicaFavia17 Document

References Coverage

5 Free Nodes\Coaching

Node Coding

5.39%

Reference Character Range 1 1.60% Coverage 4171 - 4425

I would have planning sessions individually, and with each individual sales manager, we would develop a forecast and a plan and an idea of business that we were going to try and close that year in various segments, and we would work out

a plan like that.

Reference Character Range 2 1.23% Coverage 4426 - 4621

We would bring in the sales people, and then we‘d work with them, and we‘d fine tune a process to attain some of this business throughout the year, because some of this business is quite seasonal

Reference Character Range 3 - 4 2.00% Coverage 5125 - 5443

I try to tailor a plan for each employee and try and try bring up the dust of that particular employee, whether they‘re going to remain in that position or not. I try to put as much polish on somebody as I possibly can, and hopefully, they‘ll

stay with us and excel or move to someplace else in the company and excel.

Reference Character Range 5 0.55% Coverage 10417 - 10505

You kind of have to be a combination of a cheerleader, a master planner and executor.

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324

References Coverage

2 Free Nodes\Communication & Listening

Node Coding

1.80%

Reference Character Range 1 - 2 1.80% Coverage 7903 - 8188

what pops up to be a failure is the inability to clearly communicate what is desired from me to my people, and if we have been at a meeting or a conference call or one-on-one, for them to not understand what I‘m asking for, and that to

me, would be a major failure or a catastrophe.

References Coverage

1 Free Nodes\Competitive

Node Coding

0.65%

Reference Character Range 1 0.65% Coverage 13661 - 13764

That‘s one thing that I get accused of all the time is that I‘m very, very passionate about what I do.

References Coverage

1 Free Nodes\Confident

Node Coding

0.25%

Reference Character Range 1 0.25% Coverage 7649 - 7688

Conviction, experience and credibility.

References Coverage

1 Free Nodes\Empower salespeople

Node Coding

0.64%

Reference Character Range 1 0.64% Coverage 13661 - 13763

That‘s one thing that I get accused of all the time is that I‘m very, very passionate about what I do.

References Coverage

3 Free Nodes\High Energy

Node Coding

1.75%

Coding Summary Report

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325

Reference Character Range 1 - 2 0.28% Coverage 10066 - 10110

I: You have to be driven; that‘s number one.

Reference Character Range 3 1.47% Coverage 13117 - 13350

I make about sixty-five to seventy round trips per year, and that‘s all over North America, and my guys, depending on what area they‘re in, do that, and maybe some more, and some of it may be like driving as opposed to air travel.

References Coverage

1 Free Nodes\People Oriented

Node Coding

2.02%

Reference Character Range 1 2.02% Coverage 10957 - 11278

if I had somebody that knew very little about the product, but was a people person, I would choose that second person, because, at the end of the day, you are looking to guide a sales staff that have the fundamentals of the product

knowledge. You‘re looking really to manage the person process, not so much the product.

References Coverage

3 Free Nodes\Planning

Node Coding

3.45%

Reference Character Range 1 2.90% Coverage 2622 - 3082

you have to investigate the customer, whether it‘s in person, just going and introducing yourself either on the Internet or by various trade associations, and get a feel for what the customer‘s requirements and needs are, or what their

buying policies are, essentially, and certainly buying cycles, and what type of buyer they are, technical buyer, price buyer, etc. Then of course, you develop a plan according to what you‘re determined on your investigation,

Reference Character Range 2 0.28% Coverage 6864 - 6909

equally important is to develop new business

Reference Character Range 3 0.27% Coverage 12572 - 12615

We deal a lot with trade show planning, and

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326

References Coverage

1 Free Nodes\Product & Industry knowledge

Node Coding

0.52%

Reference Character Range 1 0.52% Coverage 7406 - 7488

I: Obviously, things like product knowledge and patience, and things like that--

References Coverage

1 Free Nodes\Results Oiented

Node Coding

0.18%

Reference Character Range 1 0.18% Coverage 10111 - 10140

You have to be goal-oriented.

References Coverage

2 Free Nodes\Satisfaction through others

Node Coding

2.02%

Reference Character Range 1 - 2 2.02% Coverage 9409 - 9729

I: Success, for a sales manager, is to get the best out of your employees, whether it‘s a high level of production, high

level of profitability, high level of customer satisfaction, a return business, critique business, new business conquests, sales managers are excited about what they do, that to me is a great success

References Coverage

1 Free Nodes\Training & Developing Salespeople

Node Coding

1.34%

Reference Character Range 1 1.34% Coverage 5459 - 5671

this is something that I‘m intimately with, involved with, training or selection of training or waiting on recommendations/strong recommendations on what type of training is required and when it shall occur.

References Coverage

1 Free Nodes\Understand When to Take Action

Node Coding

2.53%

Coding Summary Report

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327

Reference Character Range 1 2.53% Coverage 8654 - 9056

I learned the hard way that if you feel that you‘re going down the wrong path, maybe apply a little bit of brake, so you can have what I call ‗the senatorial‘ review, which is the ‗house of sober second thought‘, and you re-visit what the plan

was, what the execution was, and where are you relative to the plan, and what has changed in that particular environment, that maybe you make a further change

Total References

Coverage

23

Total Users

1.73%

2

Internals\MonicaFavia18 Document

References Coverage

3 Free Nodes\Adaptable

Node Coding

1.98%

Reference Character Range 1 0.17% Coverage 2016 - 2050

I wear many hats within my company

Reference Character Range 2 1.35% Coverage 7318 - 7588

In my industry, changes happen every day. As a good sales manager, I need to keep my people abreast of change and have the ability to grow with the change as we face that. As a proper sales manager, we need to make sure we‘re

driving this company in the right direction.

Reference Character Range 3 0.46% Coverage 10116 - 10207

With the business as it is nowadays, you need to be able to change, be nimble and be quick.

References Coverage

2 Free Nodes\Boundary Spanning

Node Coding

1.72%

Reference Character Range 1 1.16% Coverage 7360 - 7591

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As a good sales manager, I need to keep my people abreast of change and have the ability to grow with the change as we face that. As a proper sales manager, we need to make sure we‘re driving this company in the right direction.

Reference Character Range 2 0.57% Coverage 9945 - 10058

That being said, I turned to fabrication in China, and I have basically been giving our sales people the program,

References Coverage

2 Free Nodes\Coaching

Node Coding

1.24%

Reference Character Range 1 - 2 1.24% Coverage 2952 - 3200

I do my best to guide my people on where I think they should be. I often really have a final decision on what they‘re going to do, but in order for them to be effective, they need to believe in what they‘re doing, and it has some self-

owner to it.

References Coverage

1 Free Nodes\Communication & Listening

Node Coding

1.06%

Reference Character Range 1 1.06% Coverage 11450 - 11661

MF: Roughly, what percentage of your time do you say that you that you spend in direct interaction with the sales

people under you?

I: To give a proper answer, my people are all equipped with the Blackberry.

References Coverage

1 Free Nodes\Competitive

Node Coding

0.85%

Reference Character Range 1 0.85% Coverage 13067 - 13236

You know what, it boils down to if you have heart or you don‘t. In my industry, we are successful; we are getting all this business, because we hire people with passion.

References Coverage

1 Free Nodes\Customer Orientation

Node Coding

1.48%

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329

Reference Character Range 1 1.48% Coverage 18684 - 18980

If the company is doing well, are the ones that are thinking outside the box. They are out there and trying to listen to their customers and develop portfolios specific to their customer. They‘re not just speaking amongst themselves, but

they‘re speaking to their industry. It‘s just like that.

References Coverage

2 Free Nodes\Empower salespeople

Node Coding

0.75%

Reference Character Range 1 0.16% Coverage 2687 - 2719

I give my people full autonomy.

Reference Character Range 2 0.59% Coverage 4978 - 5096

I pretty much let them find the opportunity, let them get the client close, take them to the best of their abilities,

References Coverage

4 Free Nodes\Ethical

Node Coding

1.42%

Reference Character Range 1 0.18% Coverage 13771 - 13807

You have to be honest and like them.

Reference Character Range 2 - 3 0.75% Coverage 14076 - 14225

You know, as long as I have an honest person, have some good work ethic, and willing to work outside the box, I‘ll take that any day over education.

Reference Character Range 4 0.50% Coverage 15535 - 15634

There‘s trust within our client base, and they rely on us to be able to find the best materials.

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330

References Coverage

2 Free Nodes\High Energy

Node Coding

0.40%

Reference Character Range 1 0.28% Coverage 11787 - 11842

I, myself, put in over sixteen hours a day every day. I

Reference Character Range 2 0.13% Coverage 14122 - 14147

have some good work ethic

References Coverage

4 Free Nodes\Planning

Node Coding

2.49%

Reference Character Range 1 0.91% Coverage 8140 - 8322

This year, we‘ve actually built several large national contracts with these large, big-box outlets over vanity countertops, which I set up an infrastructure and they have been made,

Reference Character Range 2 0.74% Coverage 9294 - 9442

With that being said, as I open up China for our company, these products and the big box center, it will be rolled into their responsibility box.

Reference Character Range 3 0.18% Coverage 9744 - 9780

I develop programs for the company,

Reference Character Range 4 0.66% Coverage 10208 - 10339

Once I develop the program, I‘ll roll it out to my sales people, and we can make it theirs, but actually, I give the directions.

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331

References Coverage

2 Free Nodes\Relationship Oriented

Node Coding

0.93%

Reference Character Range 1 0.35% Coverage 11011 - 11080

nowadays what we‘re trying to do is partner up with the right people.

Reference Character Range 2 0.59% Coverage 13808 - 13925

Our business is about long-term business. We don‘t do one deal and walk away from it; you have to plan for the future

References Coverage

4 Free Nodes\Results Oiented

Node Coding

3.41%

Reference Character Range 1 0.94% Coverage 5775 - 5962

nowadays, sales has turned into a numbers game, and we do everything we can to help out, try to drive to the lowest price point, see what we can do to just maintain margins and business.

Reference Character Range 2 0.25% Coverage 7202 - 7251

continuing to provide opportunity to the company,

Reference Character Range 3 1.88% Coverage 12456 - 12831

I would say any type of loss of profit. Our customer service is huge; in our business, we have a lot of competitors, so we do our best to make sure that our numbers are close and that our numbers are good. Any deal that we do that we

don‘t make money, I say it‘s a failure. Everything you do is all about making money. If we‘re not making money, we‘re not doing anything.

Reference Character Range 4 0.35% Coverage 17240 - 17310

―Let‘s get out there, and let‘s do it, let‘s see what it looks like.‖

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References Coverage

1 Free Nodes\Satisfaction through others

Node Coding

0.17%

Reference Character Range 1 0.17% Coverage 7252 - 7285

hoping to make my people better,

References Coverage

1 Free Nodes\Support Reps

Node Coding

0.26%

Reference Character Range 1 0.26% Coverage 5114 - 5166

I‘ll come in right at the end and try to assist out,

References Coverage

1 Free Nodes\Training & Developing Salespeople

Node Coding

1.02%

Reference Character Range 1 1.02% Coverage 4401 - 4605

then it‘s a matter of me teaching them on the different degrees of granite, differences of modular; there are so many different materials of one material versus another, and characteristics versus another

Total References

Coverage

31

Total Users

1.28%

2

Internals\MonicaFavia19 Document

References Coverage

1 Free Nodes\Adaptable

Node Coding

2.37%

Reference Character Range 1 2.37% Coverage 20200 - 20773

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333

I think I would be looking for somebody that had good examples of handle adversity or work with somebody that was above them that they didn‘t completely agree with that could either change that individual‘s mind through persuasive argument, but good factual information behind them or if they weren‘t able to change that person‘s mind, be able to

work within that guideline that maybe was a little bit out of what they would like to do, but to be able to achieve it in a way that they could still be proud of and say that even though it wasn‘t the way I would have done it,

References Coverage

1 Free Nodes\Analytical

Node Coding

2.03%

Reference Character Range 1 2.03% Coverage 19458 - 19948

I think a big part of being a good sales manager is the ability to recognize the situation that you have, to be able to look at it and then determine the best way to go about handling and achieving that objective. I‘m looking for somebody

that has shown that ability in the past, that has been able to take a situation, look at it, analyze it, listen to what people had to say about it, and then bring in the right people to go and handle and achieve that goal and to hit that situation, a

References Coverage

6 Free Nodes\Boundary Spanning

Node Coding

9.06%

Reference Character Range 1 1.09% Coverage 1753 - 2017

responsible for the interaction between the field team, which would be one of our two teams that controls the customer and the other broker organization, and the interface between that and our the corporate environment located where the

marketing departments are,

Reference Character Range 2 3.54% Coverage 2835 - 3692

we had a major customer that was going to be going into bankruptcy, worked very closely with our finance and credit

departments ahead of the actual filing to make sure we minimized our exposure, so, certainly from a financial standpoint, we stayed very close to the different parts of the organization to make sure that we were minimizing that

exposure, but then at the same time, taking a look at what that filing would mean, that it might actually lead to the actual closing down of that account. In fact, that is what happened, and we had felt that it would happen, but we spend

the time before that actually occurred, making sure that we could find locations for each of the employees that would be displaced within the organization somewhere else. Through doing that, and keeping all the cooperation and

coordination between the different departments,

Reference Character Range 3 - 4 2.25% Coverage 5394 - 5937

I think that certainly cooperation with other parts of an organization, certainly the size of our organization, it‘s important to realize that you can‘t, nor can anyone else, do everything on your own, and that you need the cooperation of the other functional areas of your organization. You need to understand them and how they work, what they need to

do in order to be successful and to learn what their goals are, so that when you‘re working with them, you can take that into consideration to get what you need overall out of the situation

Reference Character Range 5 1.39% Coverage 10666 - 11001

As I think in general, the times that I haven‘t worked as closely with the brand groups to assign good goals, to be able to plead my case, and talk to them about why goals should be produced if I thought it was too high to begin with, and

my people‘s incentive runs off any of those goals. With a good goal, they‘ll hit their incentive

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Reference Character Range 6 0.79% Coverage 19947 - 20138

a person that has been able to work well with other functional areas to achieve a goal, that‘s been able to work with a large, diverse group of people, to be able to accomplish an objective.

References Coverage

1 Free Nodes\Coaching

Node Coding

0.53%

Reference Character Range 1 0.53% Coverage 14831 - 14958

how to guide them, how to put them into positions to take advantage of their strengths, so you can get to your ultimate goals.

References Coverage

3 Free Nodes\Communication & Listening

Node Coding

1.08%

Reference Character Range 1 - 2 1.00% Coverage 14715 - 14958

You need to be able to listen, but you also need to be able to figure out where their strengths and weaknesses are, how

to guide them, how to put them into positions to take advantage of their strengths, so you can get to your ultimate goals.

Reference Character Range 3 0.08% Coverage 19439 - 19458

be a good listener.

References Coverage

1 Free Nodes\Customer Orientation

Node Coding

0.46%

Reference Character Range 1 0.46% Coverage 2299 - 2410

Those are probably the major functions of the job, and of course, customer interface and customer contact.

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References Coverage

3 Free Nodes\Empathetic

Node Coding

1.63%

Reference Character Range 1 1.20% Coverage 6052 - 6341

I think the other big thing coming out of this common theme is empathy for the individual, understanding what‘s going on in the situation, how it‘s going to affect the people in trying to stay ahead of the situation, so that you can make

sure that those individuals are taken care of.

Reference Character Range 2 - 3 0.43% Coverage 19352 - 19457

Yeah, I‘d definitely want someone that had exhibited the ability to be empathetic, to be a good listener

References Coverage

3 Free Nodes\Ethical

Node Coding

2.61%

Reference Character Range 1 1.20% Coverage 15419 - 15709

There are a lot of people who can hit their number, but in the case of the person I was talking about earlier, if you‘re doing it the wrong way, it eventually becomes discovered, or even if it doesn‘t become discovered, if you‘re not doing it

the right way, I don‘t think you‘re successful.

Reference Character Range 2 - 3 1.41% Coverage 18293 - 18635

But, anything that you that‘s deceitful or misleading—you know, there‘s a gray area? When you go over that gray area into the black, that‘s when you‘re in trouble. You just have to be careful. There are certainly legal things that you don‘t

ever go past, and there are certain moral things that you need to be careful about what you‘re doing.

References Coverage

1 Free Nodes\Learning Oriented

Node Coding

2.24%

Reference Character Range 1 2.24% Coverage 6495 - 7036

In fact, I think we took a look at that as becoming a model for how we handle situations like that in the future, and of course we have three of them right now. We can see ahead of time what things look like, what are the warning signs

when something like this that this is happening, and it has definitely helped, so I think it‘s become more of a model for moving forward. We learn a little bit each time and how to do much better, but I don‘t know what we would have done

better. It was the first big one, and we were learning on the fly.

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336

References Coverage

1 Free Nodes\People Oriented

Node Coding

0.65%

Reference Character Range 1 0.65% Coverage 16675 - 16832

If you can‘t read what he wants or she wants, you‘re not going to be very successful in what you do, and you‘re not going to be very helpful to your people.

References Coverage

2 Free Nodes\Planning

Node Coding

2.47%

Reference Character Range 1 0.23% Coverage 2192 - 2247

I am also responsible for forecasting goal attainment,

Reference Character Range 2 2.25% Coverage 11480 - 12023

One is I‘m definitely around where people‘s compensation is a concern. You want to make sure you spend a lot of time looking at it, and we do; I don‘t want to mislead you that we don‘t. You have to take into consideration that every goal

that you set in a closed environment, with incentive being such a big part of compensation. Every goal that you set is significant in the amount of dollars in an individual‘s pocket, so you have to look at that like you look at anything else of

importance, when it comes to compensation of the individual.

References Coverage

1 Free Nodes\Politically Astute

Node Coding

0.78%

Reference Character Range 1 0.78% Coverage 17126 - 17315

You have to be able to read the tea leaves, you have to be able to tell what the company‘s looking for, what your boss is looking for, what are the key hot buttons at that particular time.

References Coverage

1 Free Nodes\Problem solving

Node Coding

1.94%

Reference Character Range 1 1.94% Coverage 4035 - 4503

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337

We had a person that was a little bit rogue in his managing that business and brought it into a position of being severely overspent, and we took the year after that to try to reorganize how that account had been handled financially

and make sure that we put together, not only a team to manage it, but also processes that would allow us to never have that occur again, and to not get in a position where we were in that shape, where we were overspent like that

again.

References Coverage

1 Free Nodes\Relationship Oriented

Node Coding

2.20%

Reference Character Range 1 2.20% Coverage 4781 - 5314

We‘ve had a lot of success, in particular, at my alma mater. I think, there‘s a relationship that‘s been built there, so

that we get good candidates at these recruiting interviews and then follow that up with second and third interviews. We have had a string of candidates that have come out of there that have gone to do some very positive things within the

organization. It‘s not just my alma mater, but other schools as well, have stayed involved with recruiting in general. That has probably been one of the successes as well.

References Coverage

3 Free Nodes\Results Oiented

Node Coding

0.60%

Reference Character Range 1 - 2 0.43% Coverage 13493 - 13596

Success of a sales manager is primarily around achieving your goals within stated training guidelines.

Reference Character Range 3 0.18% Coverage 16238 - 16281

You‘re a failure if you don‘t get your goal

References Coverage

1 Free Nodes\Satisfaction through others

Node Coding

1.64%

Reference Character Range 1 1.64% Coverage 13786 - 14183

I think the second and probably most important thing, which gets you to that goal, is to figure out how to flip those goals through people. Sales managers don‘t do it themselves, they do it through the team they have built around them.

You can see some fantastic account managers out there that will never be good sales managers, because they can‘t figure out how to get that through somebody else

References Coverage

4 Free Nodes\Training & Developing Salespeople

Node Coding

2.39%

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Reference Character Range 1 0.19% Coverage 2251 - 2297

personnel development and personnel recruiting

Reference Character Range 2 0.64% Coverage 4625 - 4780

The last one is more of a general thing, but I think recruiting in general. This is a piece that I enjoy, and I like go out and actually do the recruiting.

Reference Character Range 3 0.64% Coverage 9972 - 10127

Now, there‘s much more in the way of trying to have performance improvement plans in place, making sure you‘re working with individuals to try and improve.

Reference Character Range 4 0.92% Coverage 14964 - 15187

guess, that takes us to the third piece that is recruiting and training. It‘s bringing in new people to take the place of those that go on; it‘s training those new people to be ready when those new opportunities arrive.

References Coverage

4 Free Nodes\Understand When to Take Action

Node Coding

4.71%

Reference Character Range 1 0.71% Coverage 7157 - 7328

Living in that situation, yeah, it would have in the first place, certainly been a problem, and they think that it would have been nice if we had recognized that earlier.

Reference Character Range 2 1.19% Coverage 9649 - 9936

I think another thing that is tied a little bit into that second thing would be hanging on to people, maybe, too long. It,

certainly over the years, has changed our focus about how we moved forward, and I‘m trying to remember back to where somebody wasn‘t performing, and we let them go.

Reference Character Range 3 1.67% Coverage 10221 - 10626

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I know I have, and you let that slide a little bit, and probably let people go a little longer than you should, and that could be damaging to the organization, and certainly for the people around those individuals who are doing their job the way they should be. I think that‘s a de-motivator. There has been a person or two over the last four or five years that I

probably let go longer than I should have

Reference Character Range 4 1.14% Coverage 12953 - 13228

I think that I probably learned that you have to move on those things pretty fast, and unfortunately, if somebody is negative to the organization, because they are not really performing and really can drag you down, more than that risk

you have of starting up someone new.

Total References

Coverage

38

Total Users

2.19%

2

Internals\MonicaFavia22 Document

References Coverage

1 Free Nodes\Adaptable

Node Coding

0.32%

Reference Character Range 1 0.32% Coverage 15613 - 15675

Being able to multitask; you know, you have to really do that.

References Coverage

2 Free Nodes\Analytical

Node Coding

2.19%

Reference Character Range 1 0.55% Coverage 3090 - 3197

I am hired to do a lot of the office work, too, the analyzing of our business, reports, expense management,

Reference Character Range 2 1.65% Coverage 15291 - 15613

Being able to mind and manage the details, so you have to be extremely detail-oriented in the role that I play. When you‘re talking about twenty-two million dollars of business, it‘s a lot of business. It‘s a lot of different ways that it‘s

coming in and out and to be able to mind that, and some of the details for that.

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References Coverage

5 Free Nodes\Coaching

Node Coding

4.23%

Reference Character Range 1 0.48% Coverage 2509 - 2603

Otherwise, driving sales with our team, side by side, is probably a large percentage of that.

Reference Character Range 2 0.90% Coverage 4692 - 4869

I do have some career reps, some people that have been at it for a while, and being able to challenge them to a point where they‘re doing their job differently and successfully

Reference Character Range 3 0.57% Coverage 6028 - 6140

A lot of motivation and encouraging and checking in, challenging them like I mentioned before with my career rep

Reference Character Range 4 1.96% Coverage 6808 - 7192

I would say suggestions for improvement, yeah, different ways to do things. A lot of—and that‘s another thing that we talk about in our industry and as a manager, that what I‘ve learned is positive reinforcement and not only criticism or

ways to improve. I don‘t like the word criticism. We also talk about things to work on in different scenarios and situations that we can work on.

Reference Character Range 5 0.31% Coverage 13426 - 13486

So, I maybe wasn‘t working with her enough in the beginning

References Coverage

1 Free Nodes\Communication & Listening

Node Coding

1.07%

Reference Character Range 1 1.07% Coverage 17736 - 17946

I‘ve also had to deal with some situations where people hadn‘t made a sales number and had conversations about that and how their sales bonuses were going to change ultimately the next year as a result of that.

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References Coverage

5 Free Nodes\Empathetic

Node Coding

5.01%

Reference Character Range 1 2.18% Coverage 12776 - 13202

There are also judgment calls that when you think about it, you‘re talking about somebody‘s career, so you want to be darn right; you want to know that it‘s not just, ―She‘s having a bad time with something, that it‘s not just, ―Well, it‘s the

environment of our sales is just that she‘s got this going on that‘s affecting it.‖ You want to know that you really explored and really understood what she was capable of or wasn‘t.

Reference Character Range 2 1.00% Coverage 13488 - 13683

You know, there are a lot of factors that go into it, but I would say that you let it drag on sometimes, because it is such a big decision regarding someone‘s future, and you want to be right.

Reference Character Range 3 - 4 1.24% Coverage 13876 - 14118

I think you have to have empathy for this type of situation. That‘s the hardest thing you have to do. I think, when I had to put her on that Performance Plan, that was probably one of the hardest management jobs I‘ve had to do in this

role.

Reference Character Range 5 0.60% Coverage 17947 - 18064

So, there were a lot of hard conversations that affect people‘s lives, and that‘s where I think I‘ve been challenged.

References Coverage

1 Free Nodes\Intuitive

Node Coding

0.56%

Reference Character Range 1 0.56% Coverage 8762 - 8871

but I think if I had gone with my gut on that, I would have done something a little bit different with that.

References Coverage

4 Free Nodes\Motivate and Lead

Node Coding

2.29%

Reference Character Range 1 0.38% Coverage 2652 - 2726

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I: Going out with them, training on the job, and just driving our revenue.

Reference Character Range 2 0.58% Coverage 6027 - 6141

A lot of motivation and encouraging and checking in, challenging them like I mentioned before with my career rep.

Reference Character Range 3 - 4 1.33% Coverage 14757 - 15018

To be successful as a sales manager, of the things that come to mind, you have to be able to, in terms of being successful overall, you have to be able to motivate. I do that all the time with my team, finding ways to motivate them,

regardless of the situation.

References Coverage

1 Free Nodes\Planning

Node Coding

0.16%

Reference Character Range 1 0.16% Coverage 11038 - 11070

thinking about the big picture,

References Coverage

1 Free Nodes\Results Oiented

Node Coding

1.70%

Reference Character Range 1 1.70% Coverage 3619 - 3952

We had a successful sales year, so getting the team there with the eight people on the team, we had one person that didn‘t make their sales number, so I‘m waiting for the year when we have everybody making it. But, to have seven out

of eight making their numbers out of twenty-five sales management sales teams, we were number five.

References Coverage

2 Free Nodes\Sales skills

Node Coding

1.32%

Reference Character Range 1 1.08% Coverage 7192 - 7403

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I got a really great compliment the other day from that rep that‘s been around for twenty-three years, and it was great to hear from him. He said, ―I thought I was good at this job, but he said, You are good.‖

Reference Character Range 2 0.24% Coverage 18748 - 18795

There‘s also ongoing sales training with sales

References Coverage

3 Free Nodes\Satisfaction through others

Node Coding

3.18%

Reference Character Range 1 1.09% Coverage 4175 - 4388

I‘ve hired three people in this position, and two out of the three, I think, are really stellar. So, we have some really great hires, people I‘m even anticipating to actually be Rookie of the Year with our company

Reference Character Range 2 - 3 2.09% Coverage 15676 - 16086

The other piece that comes into it that I think is the biggest shift from being a sales representative for me rather than being a sales manager is that my success is not generated on my own actions. I influence actions, but the success is of

paycheck at the end of the day is a result of how my team does. So, being able to let that go, I think, was a big transition for me going from being a rep to a manager.

References Coverage

3 Free Nodes\Training & Developing Salespeople

Node Coding

2.67%

Reference Character Range 1 1.39% Coverage 1340 - 1612

one of the biggest responsibilities that we have is recruitment, so we recruit and hire, as opposed to having an HR group doing that for us. So, that is one of our biggest jobs, our job responsibility as managers. We also have a training

aspect to our expense management,

Reference Character Range 2 0.43% Coverage 2348 - 2433

I would say that twenty-five percent of our time is spent on training and recruiting

Reference Character Range 3 0.85% Coverage 18907 - 19073

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Yeah, so we have ongoing SPIN trainings throughout the year. Managers as a whole, we have a managers‘ meeting every June, where all the managers from our team go to.

References Coverage

3 Free Nodes\Understand When to Take Action

Node Coding

5.51%

Reference Character Range 1 1.62% Coverage 7886 - 8204

The first thing I thought about, when I was thinking back to my time as a manager, that I would have done differently,

was I had a person on a Performance Plan last year, and truly I think she may have been put on the plan too late. So, I maybe let two-thirds of the year go through without making a decision earlier.

Reference Character Range 2 2.31% Coverage 11590 - 12043

If I were to think about, ―O.K., not only trusting my judgment, but what‘s going to be the effect of me making a quick call on this?‖ If I‘m going to just hire someone just because I think they‘re going to do a good job, and they‘re not

going to be excellent, how much more time is that going to put on me as a manager later? And, what‘s happening now is that I‘m spending a lot more time with her than I am with someone I hired three months after her.

Reference Character Range 3 1.57% Coverage 14237 - 14544

I remember talking to my family and friends, I said, ―You know, I have to look at it as a business. This is a business decision that, because I didn‘t make that call earlier on, in the end I infected the team, and we still did well, but how

much better could we have done with a different player in there?

Total References

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32

Total Users

2.32%

2

Internals\MonicaFavia24 Document

References Coverage

2 Free Nodes\Adaptable

Node Coding

4.27%

Reference Character Range 1 3.30% Coverage 5701 - 6477

. I‘m working with a rep based in Wisconsin, who is, in turn, working with a finance user customer that makes a snack mix. The way this customer went about making their snack mix was sort of unique, compared to other people. So, in

working with their rep, there was a very, very in-depth exchange of technical information, as far as the web share and the customer‘s comprehension as to how they like to operate, and we were able to take that information and adjust our

offering, so that it was very, very closely matched with what the customer was looking for. That allowed us to beat the competition, because the competition was trying to give them a ‗cookie cutter‘ solution, if you will, and our solution was

more customized to what they needed, and it worked like a charm.

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Reference Character Range 2 0.97% Coverage 15663 - 15892

Here‘s what we offer. By the way, Mr. Customer, have you thought of this? If we do A, B and C, this product can save you a lot of money; this product can make you more productive or give you more quality, whatever that may be.‖

References Coverage

3 Free Nodes\Boundary Spanning

Node Coding

3.52%

Reference Character Range 1 1.65% Coverage 9115 - 9502

make sure he‘s compensated for the work that he‘s done. It tends to have a pretty negative consequence of the relationship, and that‘s a real life situation, and unfortunately the circumstances I was in. As much as I tried to direct control the situation, I did not have control of the purse strings, and the rep was not compensated on a timely basis,

and it caused a lot of problems.

Reference Character Range 2 1.41% Coverage 10586 - 10918

At times, there are mistakes made and the proper questions weren‘t asked by anybody. The rep at that point needs to be saved and maintain pressure on principle, but a good relationship –maintain pressure on management, even if they

need to do a third step and continue for everyone‘s benefit, but continue to get things resolved.

Reference Character Range 3 0.46% Coverage 12232 - 12340

They need to be able to articulate those needs very clearly back to management where management understands.

References Coverage

1 Free Nodes\Coaching

Node Coding

2.58%

Reference Character Range 1 2.58% Coverage 4179 - 4785

The sales rep would understand the sales process, but they may not understand the nature of the specific competitors that we‘re dealing with, the sales situation dealing with our product. My role would be to explain how the competition

was going to behave, what the competition‘s strengths and weaknesses were, what their past track record has been, in terms of either discounting price or baiting and switching the customer from one direction to another in trying to get the

business, working with the reps at a very high strategic level and how to come out superior and in a very competitive position.

References Coverage

2 Free Nodes\Customer Orientation

Node Coding

1.53%

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Reference Character Range 1 0.59% Coverage 12850 - 12988

It is skills, skills, skills, and understanding your product, understanding your customer‘s problem, once your customer‘s needs are met.

Reference Character Range 2 0.94% Coverage 22747 - 22969

You stick to the fundamentals; you bring the customer a product that he needs at a price he can afford and find a way to facilitate those transactions in a clean straight-forward factual approach, you could be successful.

References Coverage

3 Free Nodes\Empathetic

Node Coding

1.65%

Reference Character Range 1 - 2 1.21% Coverage 12056 - 12341

They need to be empathetic, clued to the customer‘s needs, and I don‘t mean that in a touchy, feely sense. They need to be empathetic to the customer‘s needs in the business. They need to be able to articulate those needs very clearly

back to management where management understands.

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He or she needs to be empathetic to, not just the customer‘s side, but to the management side as well.

References Coverage

1 Free Nodes\High Energy

Node Coding

1.78%

Reference Character Range 1 1.78% Coverage 19944 - 20362

There was a very, very high degree of self-motivation. In fact, any hint of anything less than one hundred percent self-motivation would immediately put that person that was not motivated on the ‗shit list‘, if you will. In this type of

business and this type of work, it‘s not something where anything less than a hundred percent ‗motivatedness‘ is just not acceptable. You can‘t survive that way. It is all consuming

References Coverage

1 Free Nodes\Learning Oriented

Node Coding

0.88%

Reference Character Range 1 0.88% Coverage 14080 - 14286

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Part of what the sales manager needs to do is not just to understand his product, but he needs to understand the entire industry and all the other pieces of equipment that can complement what he‘s doing.

References Coverage

2 Free Nodes\Motivate and Lead

Node Coding

3.60%

Reference Character Range 1 2.04% Coverage 13193 - 13672

I would need the ability to keep them motivated towards your product line. The way to do that is through opportunities.

Every rep, every salesman is a shark, and he‘s going to go for the easiest ‗piece of meat‘ in the water. Now, if you own the salesman, then all those ‗pieces of meat‘ are yours; keep them focused, there‘s ‗enough meat in the water‘ for

them. You do that by developing, you‘re marketing activities. It‘s developing interest in the product with a customer base.

Reference Character Range 2 1.57% Coverage 19944 - 20313

There was a very, very high degree of self-motivation. In fact, any hint of anything less than one hundred percent self-motivation would immediately put that person that was not motivated on the ‗shit list‘, if you will. In this type of

business and this type of work, it‘s not something where anything less than a hundred percent ‗motivatedness‘ is just not acceptable

References Coverage

1 Free Nodes\Planning

Node Coding

1.90%

Reference Character Range 1 1.90% Coverage 18411 - 18859

That contact works in relating the strategic situation with the customer in a given sales situation, and jointly mapping

the strategic path board that relates to pricing, that relates to the package of equipment and services that we would be offering, what it consists of. A lot of it has to do with pricing, and a lot of it has to do with trying to understand where

our strengths are relative to the big range competitors that we‘re dealing with.

References Coverage

1 Free Nodes\Product & Industry knowledge

Node Coding

0.91%

Reference Character Range 1 0.91% Coverage 2179 - 2392

For other things, making sure that the reps had adequate knowledge about how to apply the product and see what the customer was trying to accomplish, as well as the commercialized reps, the pricing, the delivery.

References Coverage

5 Free Nodes\Relationship Oriented

Node Coding

2.85%

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Reference Character Range 1 0.41% Coverage 1945 - 2041

It would be maintaining a good relationship, a sound relationship, may be a good way to put it.

Reference Character Range 2 0.56% Coverage 7005 - 7136

So, there is still trust in communication, and it is driven by that basic relationship you have with your salesperson out there.

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It‘s all about relationship. You just have to continue to reinforce, but it‘s all about relationship.

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Then, the execution of that order did not go well, and this caused the relationship between the rep and the customer to

be compromised. The customer questions the trust he put in that rep, and that trickles back and puts the relationship that I have with the rep under stress, as well. The rep is in a very awkward position at that point.

References Coverage

1 Free Nodes\Satisfaction through others

Node Coding

0.94%

Reference Character Range 1 0.94% Coverage 17223 - 17445

In the past, the rep is the one who owned, if you will, the relationship with the customer, and I‘ve said this to my reps numerous times, ―I‘m not you to sell my product; I pay you for your relationship with the customer.

References Coverage

3 Free Nodes\Training & Developing Salespeople

Node Coding

3.76%

Reference Character Range 1 0.92% Coverage 2178 - 2394

For other things, making sure that the reps had adequate knowledge about how to apply the product and see what the customer was trying to accomplish, as well as the commercialized reps, the pricing, the delivery.

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Reference Character Range 2 2.09% Coverage 2811 - 3303

The training consisted of two areas: One, the technical part of training is to what the scope of the product line was, what piece to use within that product line, or how to apply individual pieces of equipment for a given scenario. The

second one is a little bit on the commercial side. At times, I would charge the reps with the responsibility to prepare their own proposal and generate their own pricing with the material that I have provided them. There was some training

on how to do that

Reference Character Range 3 0.75% Coverage 11367 - 11543

As a sales manager, you need to explain to your customer and to your salespeople, essentially to train your salespeople to please build the proper expectation with the customer

Total References

Coverage

26

Total Users

2.32%

2

Internals\MonicaFavia25 Document

References Coverage

5 Free Nodes\Adaptable

Node Coding

5.40%

Reference Character Range 1 0.64% Coverage 14282 - 14493

They think that they‘ll fit into the process. I think the reality is, as a manager on the front lines, you have to adapt to your customer, and you have to adapt to your sales person to get the most out of them.

Reference Character Range 2 0.59% Coverage 18191 - 18386

I thought one interesting thing would be the corporate goal changing. When we started this process, it was because we were losing money, that the corporate was going through being profit-oriented

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The volume didn‘t decline that much, mostly because of my involvement; I spent a lot of time there, because I had

covered that territory; I knew the dealers. I utilized some of my senior reps to come in there at different times, when there was a need for expertise for a training session or if we had a vacancy there, because I did go through a couple of reps in search of trying to find the right one. I used two different extremes: Our initial plan had provided for two reps,

one trainer and one senior, because until I could find a senior, I hired a trainer first. Then our Plan B, Phase 2, got cancelled. So

Reference Character Range 4 - 5 2.31% Coverage 27125 - 27884

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You have to be adaptable to goals, because they do change, and you have to be able to implement them and understand how they work. It goes back to empathy, too, how they work in that person‘s world. If you know what

motivates your customer, what motivates your sales person, what motivates others in your organization, that can help you get what you want by finding the common interest there that makes a common goal for both of you. So, I would

say adaptability, certainly in my situation here, the goal can change one hundred and eighty degrees and can also change a hundred and eighty degrees back. So, you have to be ready and willing and able to basically walk in the door

with one view, and figure out how to walk out with a completely opposite view.

References Coverage

1 Free Nodes\Boundary Spanning

Node Coding

1.54%

Reference Character Range 1 1.54% Coverage 2880 - 3387

Certainly, internally you had customers of your own sales reps, other officers in the organization and customer service reps I would deal with on occasion, logistics managers, so I‘ve dealt with people on all levels of the organization. Then,

we have a holding company of Kohler; Baker Furniture was a division of Koehler. You certainly had relationships you had to manage on that aspect as well through corporate expectations and then within your division, who we reported to

get to the corporate level.

References Coverage

2 Free Nodes\Coaching

Node Coding

4.55%

Reference Character Range 1 2.79% Coverage 12170 - 13087

I basically drew up an outline of the expectations of the rep, exactly what they were expected to do, and went in

literally and showed them how to do it, even from handling objections, because they had done that on their own, hopefully they had previous experience for the most part, but showed them how that related to the---most of them had dealt with people before, but not merchandisers. So, there was really more on the merchandising side, and explained to them when to ask for the order, how to get the appointment, how to make your presentation relevant to this particular

client, and they had completely different types of clients, from Marshall Fields, a large department store chain, to a single design shop with two designers, who didn‘t have much floor space, but their own unique way. So, really going in

there and letting them know how to get product place in each and how important to spend their time.

Reference Character Range 2 1.76% Coverage 14494 - 15072

I think that you have to do the most, strengthening their best strengths. We all talk about strengthens someone‘s weaknesses, which is important, but I think you also have to reinforce and encourage them to use their strengths and

understand what their strengths are to get the best out of them. If you‘re only looking at their weaknesses, you‘re improving them, but sometimes having them focus on their strengths, and build on those can generate more volume in

the short run, while strengthening their weaknesses can help eliminate excuses that may limit sales in the long run.

References Coverage

1 Free Nodes\Communication & Listening

Node Coding

0.68%

Reference Character Range 1 0.68% Coverage 10836 - 11061

I respected their abilities and let them know I was there when they needed me and to call me, and I would come in to give that management feel to that customer, but I let them run their territory mostly as they already had.

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References Coverage

1 Free Nodes\Confident

Node Coding

1.87%

Reference Character Range 1 1.87% Coverage 27978 - 28592

I think certainly self-confidence, because you have your sales reps that need to see that and feel that in you, that they know they have someone of authority and power that they could go to and get things done in the organization for them,

that your boss feels reassured that you can accomplish the task assigned to you. The people in the corporation have that respect level for you that when you say things that you have the conviction that those things are true and

accurate, and these are things that need to be acted upon and that you can instill that cooperation, values and image they would expect of you.

References Coverage

1 Free Nodes\Customer Orientation

Node Coding

0.64%

Reference Character Range 1 0.64% Coverage 31844 - 32055

Or, to me, failure in solving that problem for the customer, but they choose a solution that‘s not going to be as satisfactory for them. You know that going in, we told them going in, and it‘s very unsatisfying.

References Coverage

2 Free Nodes\Empathetic

Node Coding

1.51%

Reference Character Range 1 - 2 1.51% Coverage 26347 - 26845

I: I think, as with anything in life, and from a sales perspective, empathy is the most important thing you can have. You

have to have the ability to think, as your customer or your sales representative, or as your boss that empathy helps you understand what they‘re looking for, what their specific hot buttons are to make them react one way or the other. So,

you really have to understand the person you deal with. So, to me, whether you‘re a sales person or a manager, empathy is very important.

References Coverage

2 Free Nodes\Motivate and Lead

Node Coding

2.84%

Reference Character Range 1 0.94% Coverage 13504 - 13812

Most of them had that habit, but that was one thing that I established that I don‘t want to ever hear that you have not returned a call. I understand that we are going to make mistakes as a new person industry. If you make a mistake of

knowledge, that can be corrected; a mistake of lack of effort, can‘t be

Reference Character Range 2 1.90% Coverage 24905 - 25531

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Also, to motivate the sales person, you want to be likeable and know that they‘re on your team, but that sometimes can eat away at the respect when you need a menial task done, such as administrative report. So, you need to balance

that, and I think that as I learned, I went less on the likeability and more on a firmer hold on the representatives, holding their feet to the fire on---you know, there are menial tasks, and it was important for my respect level to hold

them to those standards. That‘s something, as I evolved as a manager, I became a little less likeable and a little more firm on some basic requirements.

References Coverage

3 Free Nodes\Planning

Node Coding

2.31%

Reference Character Range 1 - 2 0.18% Coverage 2551 - 2611

developing a sales plan would be one of the important things

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So, we developed an award, based on the four core competencies stressed by our organization, so that those people who embodied those core competencies could get a reward of free product our company produced to give them more identity with our company, more loyalty and help instill those corporate values that our parent company stressed so

much. So, you get a lot more recognition within them than in the past, so we did also provide for a bonus compensation

that was similar to a commission structure to give them the benefit of an incentive, and also, boost up their pay, because we were afraid we were going to lose some of them, because we were not compensating them compared to the

industry.

References Coverage

1 Free Nodes\Problem solving

Node Coding

0.75%

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It‘s your job to solve that problem, and there‘s nothing more aggravating than knowing that there‘s a problem. If you solve it, you can get that sale and being able to figure out the combination of resources need to be put together to

solve that.

References Coverage

2 Free Nodes\Product & Industry knowledge

Node Coding

0.86%

Reference Character Range 1 - 2 0.86% Coverage 26846 - 27128

You have to be knowledgeable of your product to be able to overcome your objections that will come from, again, the

customer, a subordinate, a senior manager or another person in the company. You have to have that product knowledge to be able to talk to them on a certain level. You

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References Coverage

6 Free Nodes\Relationship Oriented

Node Coding

3.76%

Reference Character Range 1 0.70% Coverage 2651 - 2880

that was a very important thing that we looked at. and relationships, both external and internal. In my division, we work with independent retailers, so having good relationships with the retailers was the number one priority.

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I feel really proud that we developed a good team that stayed in place for a long time that allowed the company to leverage those relationships that they developed.

Reference Character Range 3 0.66% Coverage 8742 - 8958

It was very much relationship building both with the buyer, the retail sales person on the floor, or the designer. You had both of those relationships that were very important, and you couldn‘t succeed without both.

Reference Character Range 4 1.19% Coverage 9000 - 9391

but that sales person didn‘t have that relationship with you to know they‘d support you in the sale, and they wouldn‘t sell it through they wouldn‘t pull it through. If you had a great relationship with your sales people, but you couldn‘t get your product on the floor for the buyer, there was nothing there for them to show to be able to sell it through. So, you

really needed both aspects.

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I approached them with respect

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I think one of my things I learned in those situations was it‘s important to balance likeability with respect, and while they‘re not mutually exclusive, they can be if you‘re an extreme on either side.

References Coverage

3 Free Nodes\Results Oiented

Node Coding

1.61%

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Reference Character Range 1 0.62% Coverage 25573 - 25776

Yes, and more strict on deadlines and strict on content of reports, because the more I let them slide, the more they seemed to slide. So, my expectations of them grew to help establish my respect level.

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I: Certainly, meeting your goal is the obvious one, whatever sales goal you were given, because with most sales organizations, they are very quota-driven, and there were bonus formulas, that was the formula, regardless. I think

that on a secondary level, to be happy as a person, the quality and the factors are very important

References Coverage

4 Free Nodes\Satisfaction through others

Node Coding

6.84%

Reference Character Range 1 1.50% Coverage 7903 - 8395

So, I think, managing this transition with the type of person that we used for our sales reps, training them on the industry, and using their strengths from previous industries and integrating them was a real accomplishment, and the

fact that they stayed there, successful in their positions for this long period of time. I feel really proud that we developed a good team that stayed in place for a long time that allowed the company to leverage those relationships

that they developed.

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our key markets, New York, DC, you name them, the big ones, Chicago is where these stores came, and so changing over the sales force and maintaining our volume with a third of the dealer base remaining was a very rewarding

accomplishment.

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I am more proud of my team and how they‘ve developed and how they‘ve been loyal to the organization, and to work with them as a person. To look forward to working with any of my sales representatives, that is as much or more

important to me, as meeting that goal. I want to meet my quota, but I know if we‘re doing all the right things, qualitatively, we‘ll meet that goal.

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So, I think my best moment of pride was finding and discovering this talent and molding it into a team and being an

instrumental part of them succeeding in life. In their career, they feel very fulfilled. Being with the company, they feel very proud to be part of the team. That‘s what makes you enjoy getting up every day. Yes, we have a goal; yes, we

have specific things to accomplish, but when there‘s something that gave me more pride than my manager congratulating me at a year and a half. I keep mentioning that, because we really struggled with a weaker sales force

than the rest of the industry for a year and a half. At our Trade Show, myself and all the other regional managers, and my boss all looked at each other and said, ―They‘re there; they‘ve got it.‖ That satisfaction of knowing that you‘ve

trained them and you‘ve developed them, and now they‘re as good as anybody in the industry, and in our case, we were paying them half, and we developed them into someone as good as anyone. When my Philadelphia representative

won the top sales rep of her largest account and the top sales rep in the industry, that‘s a source of pride

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References Coverage

1 Free Nodes\Support Reps

Node Coding

2.42%

Reference Character Range 1 2.42% Coverage 12171 - 12966

basically drew up an outline of the expectations of the rep, exactly what they were expected to do, and went in literally and showed them how to do it, even from handling objections, because they had done that on their own, hopefully they

had previous experience for the most part, but showed them how that related to the---most of them had dealt with people before, but not merchandisers. So, there was really more on the merchandising side, and explained to them

when to ask for the order, how to get the appointment, how to make your presentation relevant to this particular client, and they had completely different types of clients, from ------- ---------, a large department store chain, to a single

design shop with two designers, who didn‘t have much floor space, but their own unique way

References Coverage

2 Free Nodes\Teamwork Oriented

Node Coding

0.92%

Reference Character Range 1 0.51% Coverage 8226 - 8393

I feel really proud that we developed a good team that stayed in place for a long time that allowed the company to leverage those relationships that they developed.

Reference Character Range 2 0.41% Coverage 29016 - 29152

I am more proud of my team and how they‘ve developed and how they‘ve been loyal to the organization, and to work with them as a person.

References Coverage

4 Free Nodes\Training & Developing Salespeople

Node Coding

2.43%

Reference Character Range 1 0.31% Coverage 10330 - 10431

It was much more hands-on to teach the new people that were hired the business and how it worked.

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Whereas, with a new rep, I very much was hands-on to show them how the job was done, to be very visible to their customers, because they didn‘t have the expertise to fall back on, if there was a mistake or a problem.

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Reference Character Range 3 1.20% Coverage 12167 - 12560

I: I basically drew up an outline of the expectations of the rep, exactly what they were expected to do, and went in literally and showed them how to do it, even from handling objections, because they had done that on their own,

hopefully they had previous experience for the most part, but showed them how that related to the---most of them had dealt with people before, but not merchandisers

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We trained them in account prospecting and how to close sales and get their accounts in.

Total References

Coverage

41

Total Users

2.41%

2

Internals\MonicaFavia26 Document

References Coverage

2 Free Nodes\Adaptable

Node Coding

1.42%

Reference Character Range 1 0.54% Coverage 10469 - 10599

When I look at the moves and what I made, I had the intuition to stay on top of the industry and move, and keep up with the times.

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Obviously, the computer era came into my era, which I was not familiar with, which was a big struggle. But, change. Don‘t get caught, like the mouse, going to the same corner when the cheese isn‘t there any more.

References Coverage

4 Free Nodes\Coaching

Node Coding

2.18%

Reference Character Range 1 - 2 0.47% Coverage 5903 - 6015

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I always felt that I was a coach, and I always had a saying that said, ―You can‘t do anything that I can‘t fix.

Reference Character Range 3 0.43% Coverage 6059 - 6162

I worked closely with my sales people; they knew that I was on their side; I was always a rep‘s person;

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I think that most of my competitors concentrate so much on the numbers to get to look at the page, and the page of sitting in the office and watching the numbers come in is not how you‘re successful as a manager. You need to get

down in the street with them and work with them, and the numbers will be there.

References Coverage

4 Free Nodes\Communication & Listening

Node Coding

1.92%

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but today‘s college graduate, in sales management and also in sales, is lacking a very distinct characteristic of a sales manager, and that is being able to communicate.

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As a sales manager, you can‘t be one who just looks at the numbers; you have to be able to communicate. You have to look people in the eye, get people to trust you; that‘s the most important.

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You have to have people skills and communication skills that are more or better than computer skills

References Coverage

1 Free Nodes\Competitive

Node Coding

0.35%

Reference Character Range 1 0.35% Coverage 21246 - 21329

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Probably the third characteristic would be dedication; you have to have work ethic.

References Coverage

1 Free Nodes\Confident

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0.51%

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That gave me the confidence that I knew that I needed and I do know the other part of this industry and will do well in it.

References Coverage

2 Free Nodes\Empower salespeople

Node Coding

2.22%

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not being able to delegate as well as I should have. Some of the situations that I got myself into, and thinking I was the only person who could do it. Then, you reach a point where nobody else knows how to run this business and if

something happens to you or you change your mind, there goes your good business, because you haven‘t brought anybody along with you

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being able to delegate every major deal that would come along and that reps would bring to me, I failed to give them the O.K. and give them the power to make the decision

References Coverage

1 Free Nodes\Ethical

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0.36%

Reference Character Range 1 0.36% Coverage 20071 - 20158

You have to look people in the eye, get people to trust you; that‘s the most important.

References Coverage

1 Free Nodes\Impatient

Node Coding

0.93%

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Reference Character Range 1 0.93% Coverage 16727 - 16950

I: I should have been more patient. I terminated a lot of people. I had this theory that, ―I‘m going to train you, and if you don‘t make it, I‘ll just –― There was a point where I just said, ―That‘s it. You‘re out of here.‖

References Coverage

1 Free Nodes\Intuitive

Node Coding

0.37%

Reference Character Range 1 0.37% Coverage 10510 - 10598

I had the intuition to stay on top of the industry and move, and keep up with the times

References Coverage

2 Free Nodes\Learning Oriented

Node Coding

1.64%

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You can‘t become stagnant when you‘re in a sales position.

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Maybe some people are lucky enough to go through life without failures. Some people take failures and run and hide, and you come right back. I probably learned as much from them. I‘ve had a few failures; I haven‘t had as many failures

as I‘ve had successes, but I think I‘ve learned more from my failures than I have from my successes.

References Coverage

1 Free Nodes\Patient

Node Coding

0.14%

Reference Character Range 1 0.14% Coverage 16730 - 16763

I should have been more patient.

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References Coverage

1 Free Nodes\People Oriented

Node Coding

0.35%

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I‘m really up into people, and at the end of the people, the corporate numbers come.

References Coverage

3 Free Nodes\Satisfaction through others

Node Coding

2.25%

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things I could give them, and then that would further help me to make my goals with the company.

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my emails are filled with little success stories of other people who have had and trained in my thirty years of doing this, thanking me and have given me some little quotes and stuff and the funny things I used to say like

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the people that have been responding to me, on the average of six, eight, ten people a year, and every month I get a call from somebody that‘s thanking me for helping to build their career, that‘s why it is just amazing

References Coverage

3 Free Nodes\Training & Developing Salespeople

Node Coding

0.77%

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Well, as sales manager, I always took the approach that my job was to help and train my people.

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I always felt that my first responsibility was to them and to give them the best training

References Coverage

1 Free Nodes\Understand When to Take Action

Node Coding

0.60%

Reference Character Range 1 0.60% Coverage 20550 - 20694

The other thing is that when you get into sales management, you have to know that you‘re a decision maker. Your job there is to make decisions.

Total References

Coverage

28

Total Users

1.07%

2

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VITA

Monica J. Favia (570)204-5232

1105 Sandy Valley Rd. White Haven, PA 18661 [email protected]

____________________________________________________________________________

EDUCATION

Ph.D. -The Pennsylvania State University: Workforce Education and Development

Dissertation Topic: Competencies of Sales Managers

-Lehigh University – Completed graduate certificate in Supply Chain Management, December, 2009.

M.S. - The Pennsylvania State University: Management & Organization;

. Thesis topic: Ethics in Negotiations

MBA.- Shippensburg University: Specialization- Human resource management

BA. - Shippensburg University: Journalism with a public relations emphasis, minor area: marketing

___________________________________________________________________________

ACADEMIC EXPERIENCE

Instructor - Marketing Department Bloomsburg University, Bloomsburg, P A

2002 – present

Instructor - Management Department Bloomsburg University, Bloomsburg, P A

2000 – 2002

Instructor - Management Department James Madison University, Harrisonburg, VA

1996-1997

Instructor National Business College, Harrisonburg, VA

1994-1995

Instructor - Department of Administrative Science Clarion University, Clarion, PA

Spring 1992

Teaching Assistant - Dept. of Mgmt. & Organization Pennsylvania State University

1990 -1991

- Taught two sections of Human Resource Management

PUBLICATIONS & PRESENTATIONS

- "Does Business Ethics Education Contribute to the Unethical Behavior of Business

Students?" with Pamela Wynn, The Applied Business and Entrepreneurship Association

International 2008 Conference, presentation and published proceedings.

- Role-playing for Building Sales Skills. (2008) Dubuque, Iowa Kendall/Hunt Publishing Company.

- "An Empirical Investigation of the Use of Role-plays Versus an Interactive Computer Simulated

Sales Call in the Training of Sales Skills" The Northeast Decision Sciences Institute, 2006

Conference, presentation and published proceedings.

- "Reactions to unjust dismissal and third party dispute resolution: A justice framework," (with Stuart

Youngblood and Linda Trevino) The Employee Rights and Responsibilities Journal, Spring, 1993.

- "Human resource planning to recruitment: A problem solving approach." (with Scott Snell) in H.J.

Bernardin (Ed.) Human Resource Management: An Experiential Approach. New York: McGraw,

1992.

OTHER ACADEMIC RELATED ACTIVITY

- Speaker, March 19, 1998 - Shenandoah Chapter of the National Society of Fund Raising Executives.

Topic: "Business Ethics- Why good people do bad things."

- Speaker,. Nov. 21, 1997 - Fifth Annual Management Accounting Seminar, Virginia Skyline Chapter

of the Institute of Management Accountants. Topic: Business Ethics.

- Speaker, July 26, 1997 - Third Annual Advanced Management Institute, National Association of

College Auxiliary Services. Topic: Business Ethics.