Ch 6: Supervising, Managing, & Leading Salesppl Individually & in Teams

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Last updated 5:09 AM on 4/16/26
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45 Terms

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What is Supervising

sales managers observe & direct employee to understand responsibilities of jobs; how to carry out responsibilities correctly.

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first line Sales manager

Managers who have individual employees reporting to them and not other managers.

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Managing

  • Require skills in:

    • Setting objectives

    • Organize tasks to achieve objectives

    • Motivate salesforce

    • Identify & resolve problems.

  • Organize & staff salesforce.

  • Measure & analyze performance.

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Formal Power

  • Given on basis of position a person holds in organization; authority given to accomplish his or her job.

  • ex: legitimate, reward, coercive, political, informational

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Informal Power

Power one has as result of skills, personalities, disposition & sociability levels; can exert more influence than person with only formal power.

  • ex: expert, referent, charismatic, connection, moral

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Legitimate

formal power

  • power given to a particular position to make decisions regarding employment, budgeting, etc.

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reward

formal power

  • ability to distribute rewards such as desirable territories, gifts, or promotions.

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Coercive

formal power

  • ability to distribute rewards; typically creates resentment & resistance.

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Informational

formal power

  • derived from ability to access & control info that others don’t have.

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political

formal power

  • results from one’s ability to engage in personal & political behaviors.

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Expert

informal power

  •  Based on a person’s knowledge, skills, & expertise.

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Referent

informal power

  • based on the degree to which a person is liked due to personalities & interpersonal skills.

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Charismatic

informal power

  • Based on individual being strongly admired due to personality, physical attractiveness, and other factors.

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Connection

informal power

  • Based on being acquainted with powerful or well-connected people.

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Moral power

informal power

  • Ability to lead others based on perceived moral stature.

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What will your boss be looking for in 1st manager role?

  • Updates about your sales unit’s results, ppl, & selling context. Know your ppl (strengths/weaknesses) & their numbers (results).

  • Status of prospecting pipeline & how ppl are performing relative to their specific goals.

  • Any roadblocks that are barriers to achieving unit’s goals.

  • Who your top performers are & how their methods might be transferred to team as a whole.

  • Who your bottom performers are, why they’re substandard, & what actions you have to help them perform better.

  • Your plans for coaching over next period (who you will coach & on what dates).

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Monthly Questions for New Sales Manager

  • Probability of achieving unit’s sales goals.

  • Overall level of motherly sales activities. Is it enough to achieve unit’s goals?
    How realistic are sales unit’s goals?

  • Whether any sales team members need additional scrutiny about remaining in their roles.

  • Best sales strategies identified recently.

  • Any new trends that might be surfacing.

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Characteristics of effective Sales Managers & Leader

  • Ranked #1 by both managers & salesppl: Communication (effectively listening).

  • Ranked #2 by managers: Human Relations (developing rapport with members).

  • Ranked #1 by salesppl for importance (tied with communication): Knowledgeable (product, market, industry).

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Effective Leadership Styles

Transactional

Transformative

Emotional intelligence

Instrumental

Participative

Servant

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Transactional leadership

involves rewarding or punishing salespeople for their performance.

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Transformative leadership

expressing care, concern, and individualized support.

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Emotional intelligence

used to understand & help manage the emotions of other ppl in light of one’s own.

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Instrumental leadership

providing clear guidelines, monitoring activities, and providing rewards based on goals.

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Participative leadership

managers are supportive, seek input from salesppl, and are creating a friendly environment.

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Servant leadership

prioritizing serving customers and serving their salesppl.

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Coaching Principles

  • be role model

  • give feedback

  • prepare & observe

  • follow up

  • trust

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The Future of Sales Management: What is The New Normal?

  • 61% of workers now prefer to work from home.

  • Moving forward, sales managers must understand that “new normal” for work will likely change again in near future.

  • Maintaining human connections is vital for supervising, managing, & leading.

  • Help reps develop good work life balance in order to return them.

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Futurize (Challenge for future leaders)

  • Shift to long-term focus & strategies.

  • Embrace tech (AI/CRM).

  • Track pack of change by embracing new ideas & long-term learning.

  • Shift from status quo & welcome risks & new ideas.

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Humanize (Challenge for future leaders)

  • Embrace diversity.

  • Attract & retain top client.

  • Reskill employees.

  • Ensure org is purpose-driven.

  • Humanize the org.

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Leadership Characteristics & Skills

  • Personal Characteristics (confidence, initiative, energy, creativity, maturity)

  • Managerial Skills (problem solving, interpersonal, communication, persuasive)

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1st line managers deal with…

day to day operational issues or tactical situations

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high level managers…

look at things from wider perspective & are more strategic; establish & delegate.

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sales ppl → sales manager

  • ‘must change’ thinking from individual achievement & performance to viewing salesppl as new customers needing to be served.

  • Key Point: sales managers are more than supervisors. They are LEADERS who empower salesppl & equip them to achieve personal & company goals.

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Attributes of Successful leader

personal characteristics that shape outlook & approach to life.

  • Empathy (concern)

  • Ego Drive (Swagger)

  • Innovative (thinking outside the box)

  • Assertive (get the job done)

  • Flexibility (leading Millennials)

  • Integrity (your word is your bond)

  • Creative (challenging convention)

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Skills of successful leader

abilities one posses that can be learned & tend to improve with practice.

  • Listening (premier skill; obtain info, trust and show rep valued)

  • Effective speaking (express what you mean)

  • Coaching (+/- feedback in unthreatening manner)

  • Organizing (time management, acc efficiency, territory routing)

  • Political skills (operating tactfully & judiciously with org)

  • Diagnostic skills

  • Conflict resolution skills

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Knowledge

Ppl knowledge

Customer knowledge

Company knowledge

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basic management functions

  • Planning

  • Organizing

  • Time management

  • Staffing

  • Training

  • Motivating

  • Compensation

  • Monitoring

  • Coaching

  • Informing

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leadership types

Transactional & Transformation

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Transactional Leadership

  • Views leader-follower relationship as process of exchange.

  • System involve dispensing rewards and punishments for accomplishing or not accomplishing certain tasks.

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Transformation leadership

More visionary approach that seeks to energize followers to accept ideas and achieve particular goals.

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What sets transformational leaders apart form transactional leaders?

  • Change agents

  • Have courage to take risks and be outspoken

  • Possess belief in ppl & seek to empower them

  • Have set of articulated core values that drive their behavior

  • Engage in lifelong learning

  • Have ability to deal with complex & ambiguity

  • Are visionary

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Hersey/Blanchard Leadership Model

  • Tells

    • Emphasis placed on task performed than on person performing it

    • Manger makes decisions

  • Persuades

    • Emphasis placed on task & person

    • Manager makes decision & then sells idea to subordinates

  • Participates

    • Emphasis placed on person rather than task

    • Division in made jointly between manager and subordinate

  • Delegates

    • Emphasis placed on neither task nor person

    • Decision is left to subordinate who is responsible for carrying through with appropriate action.

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Power & influence in Leadership

  • Legitimate – leader has right to request & demand action & subordinate his to comply.

  • Reward – giving benefits  rewards for cooperation

  • Coercive – ability to issue punishment, negative sanctions or remove rewards (money, potion, support)

  • Expert – influence based on knowledge possessed by person & willingness to share it.

  • Referent – person admired and others want to emulate or identified with person.

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What do leaders really do

  1. Create vision

  2. Develop team

  3. Clarify values

  4. Positioning tasks/strategy

  5. Communicating

  6. Empowering

  7. Coaching

  8. Measuring

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Effective leadership outcome

  • Well trained 

  • Trust among

  • Citizenship behaviors– voluntary behavior important to success of firm (when one rep gives encouragement to fellow, struggling rep)

  • Better performance

  • Sales force morale– sense of common purpose & belief among members that group goals can be attained.