Sales Activities that Produce Outcomes

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Sales Activities that Produce Outcomes It’s About Time!

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The Challenge – “Cold” Leads


Typical Approach to “Cold” Leads LEADING

LAGGING

? New Leads

Call Outs

Tours

Conversions

3


Number of Call Outs/Tours -

Correlation is not Causation

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Big Idea

We Can Help Prospects “Get Ready”

Higher-functioning Prospects aren’t ”Ready” to buy until they’ve ”untangled” their emotional resistance to change.


“Open” before you “close”

“Ready”

1

CONNECT

Build trust, state your intentions, seek to understand the prospect’s perspective

2

UNTANGLE

Engage in meaningful conversations, be proactive and relentless

“Open”

3

ADVANCE

Start offering solutions based on your prospect’s unique situation

“Close”


Sales Conversion Comparison Top Performers

Industry Averages

Source: Sherpa Database

Source: Mullen Summit

100

Leads

100

45

Tours

55 41%

22%

10

Move Ins

23

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2017 ProMatura Study of Sherpa Data


Scope of ProMatura-Sherpa Study

• 302,159 sales interactions • 502 sales people • 23,480 leads • 25 companies across 21 states

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Key Findings

ProMatura-Sherpa Study

The following factors drive and help predict sales performance results: 1. More Time in The Selling Zone® 2. More Time per Lead Worked 3. More Time Planning & with personalized Creative Follow Up 4. Direct involvement of ED in “Sales” 5. More Prospect photos in sales journals 11


1. MORE TSZ = MORE SALES


Time in The Selling ZoneÂŽ


Top Performers How Many Hours in The Selling Zone per day per Counselor?

8 Hours Worked

4 Hours in The Selling Zone 50% of Hours Worked


Average Time in The Selling ZoneÂŽ per prospect that moved in

10

20

hrs.

hrs.

AL

IL Rental


Options to Increase Time in The Selling Zone® per Lead

• Delegate non-sales activities • Minimize size of Lead Base • Add additional sales staff

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Option to Increase Time in The Selling ZoneÂŽ per Lead

2 counselors 23%

3 counselors 5%

3 counselors 22%

2 counselors 41%

2 counselors 50%

1 counselor 77% 1 counselor 55% 1 counselor 28%

< 60 units

60-119 units

120+ units

Size of Property 17


2. MORE TIME with FEWER LEADS


Hunting for Urgency

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Cultivating Readiness

20


?

Micro-Metrics (or, why “how many” is not enough)

Each Interaction


Average Time per Lead Worked Average Total Time Invested per Prospect Worked

Lowest Performers

AL/MC

IL

120

140

Less than

1 hour

More than

Highest Performers

2 hours

0

20

40

60

80

100

Source: Promatura/Sherpa 2015


Measuring Empathy and Connection

Source: Sherpa


Empathy and Connection at work Which Community Has Higher Conversions?

Source: Sherpa


Allocation of TSZ Hours Invested 3. MORE PLANNING & CFUs = MORE SALES


Impact of Activities on Conversions Best Sherpa Performers

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Average Time spent Planning (per move in)

Average Time Planning per Prospect that closed

Lowest Performers

Less than

Highest Performers

1.5 hours

AL/MC

IL

1 hour

0

10

20

30

40

50

60

70

80

Source: Promatura/Sherpa 2015

90



4. MORE PICTURES = MORE SALES


RSNA Study of Impact of Patient’s Pictures on Outcomes: 1. Including a patient’s photo with a medical imaging file may result in a more meticulous interpretation of results and helps radiologists empathize with the patient. 2. They was an 80% increase in accuracy when x-rays were accompanied by a photo of the patient


Impact of Pictures on Conversions Percent of leads with a Picture

Lowest Performers

7%

Highest Performers

18%

0%

2%

4%

6%

8%

10%

12%

14%

16%

18%

20%

Source: Promatura/Sherpa 2015


5. MORE ED ENGAGEMENT = MORE SALES


Executive Director Involved in Sales Executive Director Involved in Sales

39%

Lowest Performers

88%

Highest Performers 0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

Source: Promatura/Sherpa 2015


How do “Best” Executive Directors spend time in Sales?


ASHA - ProMatura 2019 Study • Significantly larger & better segmented data sets • ID attributes of Prospects & Sales Counselors as well as sales activities that drive success • Estimated of time/cost and ROI of sales efforts • Analysis of Resident compared to family member perceptions, attitudes & desires.

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Questions?


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