If you are in sales, you know that leads are the most important thing in the world. If you’ve quoted a customer for a sale, and another salesperson takes that lead and sells it from under you, you’re going to get upset. There are several steps to take if a coworker steals your sale.
Keep calm if someone steals your sale
The calmer you are, the more credible you’ll be. Yelling, ranting or whining never helps. Always conduct yourself in a professional manner. Remember, people are much more receptive to a cool, collected person opposed to a person who is angry. Set the tone for the conversation you are about to have.
Know your office’s policy when it comes to sales and split sales
You haven’t got a leg to stand on if you don’t know the policy clearly. For example, many businesses agree that if someone quotes the lead and it’s sold, that person should get the credit. However, some places allow for split sales, where the two people who touched the lead each get 50% of the credit.
Approach the coworker who took your sale
Talk with the person who took your sale first and ask them what happened. It could be that they didn’t realize you had already quoted the lead. The salesperson may have no argument with you and might apologize and understand your point of view.
Shop Quill.comEsselte® Deluxe 3-Prong Report Covers, Dark Blue, 25/Box (58802) $32.99 Box Quill Brand® Standard 3-Tab Colored File Folders, Letter, Assorted Tabs, Orange, 100/Bx (740913OE) $18.99 Box Avery Lay Flat 3-Prong Report Cover, Blue (47780) $5.49 Each Quill Brand® Standard 3-Tab Colored File Folders, Letter, Assorted Tabs, Gray, 100/Bx (740913GY) $18.99 Box Sharp EL-1801V 12-Digit Desktop Calculator $54.99 Each Quill Brand® Standard 3-Tab Colored File Folders, Letter, Assorted Tabs, Assorted, 100/Bx (740913AD) $18.99 Box Zeepad 9RK-Q 9" 512MB Tablet; Blue $53.99 Each GBC Slide 'n Bind Report Cover, Letter Size, Clear, 10/Bx $10.29 Each Quill Brand® Colored Recycled Interior Folders; 1/3-Cut Tabs, Letter Size, Pink, 100/BX $29.99 Box Sharp EL-1197PIII 12-Digit Desktop Calculator $89.99 Each Quill Brand® Standard 3-Tab Colored File Folders, Letter, Assorted Tabs, Blue, 100/Bx (740913BE) $18.99 Box Storex Dura Tech Report Cover, Black, 5/Pack (51264U25C) $7.69 Pack Quill Brand® Heavy-Duty Colored File Folders; 14pt Heavy-weight, 1/3-Cut Assorted Tabs, Letter Size 50/BX $17.99 Box Pendaflex CutLess 3-Tab File Folder, Letter Size, Multicolor, 100/Box (48440) $24.99 Box Samsung Galaxy Tab E SM-T560 9.6" Tablet, 16GB, Android 5.1 Lollipop, Black $219.99 Each Worryfree Gadgets® Zeepad 7" Kids Tablet, 4GB, Android 4.4 KitKat, Pink $52.99 Each Sharp EL-2196BL 12-Digit Desktop Printing Calculator, Black $68.99 Each Canon HS-1200TS 7438A023AA 12-Digit Desktop Calculator, Gray/Silver $16.99 Each
Approach your manager~root~>
If your attempt to resolve the issue with the person who sold your lead cannot be resolved, approach your manager or business owner and calmly explain the situation. Show them proof, like the quote and the date on the quote. Be agreeable to discuss the lead with the other salesperson. More than likely, it won’t be the first time a manager or owner must deal with a “sales stealer.” There is probably a sales compensation plan to make sure the correct person gets credit for the sale.
Suggest a sales compensation plan
If you follow these steps and discover there is no plan in motion, suggest one. Depending on the type of business, you might suggest a “Split Sale” policy. This works in businesses that have around-the-clock hours and one salesperson can’t possibly be there 24 hours a day. If you’re an 8-5 worker, you might want to suggest a “First Touch” policy. This means that the first person who touches (calls, text messages, emails) the lead gets it.
Find a different job
If there is no organization or lead flow, and you keep getting money taken from your pocket by a “sales stealer” it could be time to find another job. Remember, if you’re in sales and you are good at selling, there are plenty of places that offer cut and dry rules for leads and sales.
Before you agree to any sales position, be sure to ask how leads are dispersed and what policies are for lead ownership and split sales. This knowledge is essential, especially if you work on a commission basis.