11
The purpose of this initial call is to assess Southwest’s current use and needs for wireless
communication and data services. According to the initial information you gained from a short
phone conversation with Crandall, Southwest is currently using a variety of different smart
phones on Sprint’s cellular and data service. However, they are exploring the combination of
custom designed apps for the Microsoft Surface Pro Tablet for use by their adjusters in the field.
This combination would enable adjusters to complete and submit data forms complete with
pictures and eliminate the added processing required in their current use of paper-based forms
and records. During the phone conversation, Crandall mentioned that some of the benefits are
obvious; nevertheless they have concerns about the custom apps and transitioning to a fully
digital system.
Role Play
Location—Mark Crandall’s office at Southwest Claims & Adjusters.
Action—Role play this needs discovery sales call and demonstrate how you might utilize SPIN
or ADAPT questioning sequences to identify the needs and concerns of the prospect.
Chapter 4 Continuing Case
Sharpening the Selling Tools
Brenda Smith is working in the office this morning preparing for tomorrow’s sales call with
Gage Waits, managing partner, and Anna Kate Autry, operations manager, at Energy Based
Funds LLC. Energy Based Funds is a major investment banking organization specializing in
managing and marketing a variety of energy based mutual funds. The company operates
throughout the U.S. and employs 175 people with offices occupying the top three floors of a
major office building in the heart of the financial district. For the past several years, Energy
Based Funds has been leasing and purchasing office equipment from Altima Systems, one of
Brenda’s biggest competitors. Brenda has been working her network in order to get a chance to
begin a sales dialogue with Energy Based Funds and she finally has an appointment with the
main players on the purchasing team—Waits and Autry.
Brenda knows that planning is a key part of success in selling and is diligently working on her
strategy and plans in preparation for tomorrow’s sales call with Waits and Autry at Energy Based
Funds. According to the Sales Call Plan that Brenda is developing, the purpose of this initial
meeting is twofold: (1) to discover more about Energy Based Funds’ current operations, future
plans, and the nature of their use of and needs for copiers; (2) to begin acquainting Waits and
Autry with NCC and the value they can provide Energy Based Funds. At this point in her sales
call plan, Brenda is considering the different pieces of information she needs to get from the