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have a proven track record for enabling new managers to quickly achieve expected sales results
through a team of sales representatives. Were talking about the kind of skills that will help you,
regardless of your educational experience, to:
Achieve results that you can be proud of in the short and long-term.
Set a strong foundation for gaining the respect and cooperation of any sales person who
reports to you throughout your sales management career.
Please keep in mind that distributors in Gallos distributor network vary greatly in size, business
philosophy, and in their approach to day-to-day business practices. If this manual had been
developed by your employer it would probably provide much more specific direction such as do
this and do that, or use this and use that. Thats not our role. We dont know what specific
forms and tools your distributor wants you to use. Nor do we know what specific business practices
your distributor may consider preferable. But we do know what works when it comes to achieving
and sustaining results through a wine sales team. And your distributor apparently agrees with us or
you wouldnt be reading this manual.
Our goal is to help you learn basic principals of successful sales management; your distributor
management will help you to apply them as appropriate to your actual job.
We encourage you to read this manual carefully and to use it as a reference throughout your first
few months in your new management assignment. If you find that any recommended practices
differ from your understanding of your distributors preferences, seek clarification and direction from
your manager. Before you turn the manual in, feel free to make copies of anything you want to
keep. With the above in mind, well formally begin your training with some thoughts about your
transition from selling to managing.
NOTE: You will be reviewing many sales management practices (including specific forms and
techniques) throughout this Gallo Sales Managers Manual. Although we have followed widely
applicable legal principles in preparing these materials, some states, localities or specific collective
bargaining agreements may restrict or prohibit the use of some of these practices. You and your
distributor management are responsible for determining whether any practices referred to in this
manual are restricted, prohibited, or otherwise not acceptable in your state or marketing area.
Always check with your management if you have any questions about the legality, applicability or
acceptability of any material contained in this manual.
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accept many of your recommendations. Your knowledge of motivation and sales skills will be useful
in motivating your sales representatives, too. You will find that your skill in making presentations
and your ability to handle and overcome objections will be valuable assets as you work with your
sales representatives.
You know the sales representative job. Your knowledge of the job will be very useful to you as
you work to assist and develop your sales representatives.
You know how to plan for yourself. As a manager, your planning responsibilities will be different
than they were when you were a sales representative. The skill you have already acquired in
planning and time management will be directly transferable to your new role and responsibilities.
You have the ability to meet high standards. You have already demonstrated the ability to
consistently meet the exacting requirements of the sales representative job and the five Gallo
Standards Of Performance (or comparable On-Premise standards):
Distribution
Shelf
Cold Box
Display
Pricing/Promotion
Your ability to meet these requirements and standards is undoubtedly one of the major factors that
has contributed to your promotion into sales management. The discipline and commitment that
characterized your performance as a sales representative will serve you well as a Sales Manager,
too.
So, in these ways, your past experience as a sales representative will greatly enhance your ability to
be an effective Sales Manager. On the other hand, because you are new to the sales management
role, some aspects of your previous experience as a sales representative may slow your transition.
You may still want to be one of the team. It can be difficult to suddenly change the relationship
you have had with other sales representatives. For example, many new managers find it difficult or
awkward to criticize, discipline, coach, or even praise friends or colleagues they have known for
many years. As a new Sales Manager, its natural for you to want to be well liked by the members of
your team and included as part of the group. However, be careful not to allow your desire to be one
of the team prevent you from making critical comments or exercising necessary controls.
You may continue to think like a sales representative. When your distributorship makes an
unpopular demand on the salespeople, you may be tempted to side with your sales representatives.
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in Chapter 9, Training And Development, people learn best through a combination of telling,
showing, and practicing.
Putting out fires. Some managers enjoy the adrenaline rush that comes from handling
emergencies and responding to crises situations. Once in a while, every manager has to respond
quickly to a problem or event that could not be anticipated. Fighting fires is usually an inefficient
management style. Effective managers rely on sound advance planning so they can anticipate
many problems and develop successful solutions.
Inside manager. The sales management job involves a wide range of responsibilities. Some of
these responsibilities require work inside the office, but most others require work in the field. If you
spend too much time inside the office, you will find that your results and your people will suffer.
Paper shuffler. Many new Sales Managers become fascinated with the forms and information that
are available to them. In the process, they may become paper shufflers. Instead of trying to
reduce and refine administrative work, they generate additional paperwork for themselves and their
sales representatives. Keep in mind that administrative paperwork is only valuable to the extent that
it helps you achieve necessary results and enables you to keep your management informed.
Quick change artist. Some new Sales Managers feel they need to make their marks quickly.
These managers seek to change every possible practice and procedure. Out with the old, in with
the new. Unfortunately, this kind of random change is generally disruptive and counter-productive.
Before you seek to make any significant changes, make sure you understand fully what you are
trying to change. Also make sure the change will help you increase efficiency and performance.
Judging on past performance. Many new Sales Managers make the mistake of relying too
heavily on historical data to evaluate the current performance of their sales representatives. This
reliance on historical data can condition a new manager to regard and evaluate a sales
representative the same way his or her previous manager did. In turn, this can create a selffulfilling prophecy where sales representatives continue to appear to be performing as they had in
the past. To avoid this vicious cycle, be sure to evaluate your sales representatives on the basis of
how they are doing now, not how they were doing then.
The know-it-all. New managers sometimes feel they are expected to be the ultimate authority on
everything. This expectation is unrealistic and counter-productive. Dont be afraid to ask you own
manager for help.
Im the boss. Sometimes a new Sales Manager feels a need to assume an inflexible, dictatorial
style. Do it my way or else. Yes, you are the boss. As the boss, you are responsible for getting
results through the efforts of others. An arbitrary, one-sided management approach can quickly
interfere with achieving these important results. If you are flexible you will find that you will be more
effective, too.
Failing to communicate openly and appropriately. Some new managers tend to filter or control
information and generally make it hard for their sales representatives to learn much about their
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distributors overall business activities. They operate as if everything is secret if for no other
reason than to elevate their new status as a member of management. This can make sales
representatives feel uniformed or misinformed about their employers status, plans, practices,
objectives, direction, and expectancies. Unless something is considered confidential (on a need to
know basis), it is generally beneficial to team building if a manager communicates in an open,
forthright, and timely manner whenever possible. This is especially important if there is an
opportunity to dispel rumors that might undermine morale.
If you guard against these typical mistakes and pitfalls, your transition to sales management will be
smoother for you and your sales representatives.
Developing schedules You will prepare plans showing when a sales representatives activities or
accomplishments will be started or completed. For example, you may work with a sales
representative to prepare or revise a Master Route schedule.
Setting standards You will develop criteria that determines the degree to which a sales
representative has met his or her objectives. For example, you may set a standard that for each
account classification a display must have a certain minimum number of cases to be acceptable.
Supervising You will provide day-to-day instructions and ongoing coaching to help your sales
representatives implement and carry out their plans. For example, you may explain to a sales
representative what his or her role is in carrying out a merchandising plan.
Motivating You will use a variety of individual and group motivational techniques to encourage
your sales representatives to do what you want. For example, during a group sales meeting you
may recognize and commend those sales representatives who have exceeded their floor objectives.
But its also important not to demotivate those who have not achieved their objectives.
Coordinating You will orchestrate the efforts of your sales representatives and other personnel at
your distributor to assure the achievement of specific objectives. For example, to successfully
execute an especially ambitious display program, you may need to oversee many activities such as:
checking to see that your distributor has adequate inventory to support a very strong program,
making sure that major accounts are properly sold by your people, obtaining and distributing POS,
handling special delivery or credit programs, and assuring that displays are built on time.
Counseling - You will hold discussions with individual sales representatives about how they might
do better work, solve work related problems, or achieve their professional goals. For example, you
may hold a Performance Evaluation Conference with a sales representative to help him or her
realize the need for better planning and time management.
Staffing You will probably be involved in recruiting and selecting qualified people for vacant sales
positions. For example, if authorized, you may interview several applicants and provide your
evaluations to your distributor management.
Training You will teach your sales representatives how to perform their duties and responsibilities
more successfully. For example, you will frequently work with sales representatives in the field to
improve the effectiveness of their presentations.
Measuring You will utilize a variety of reports to determine the extent of your teams progress
toward distributor objectives. For example, you will analyze the Daily Report and Display
Preplan/Accomplishment Form to determine both individual and group progress toward program
objectives.
Evaluating When there is a significant deviation between planned performance and actual
performance, you will analyze the situation to determine the cause of the deficiency. For example,
you may work with a sales representative to determine whether his or her ability to achieve
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objectives is due to poor planning, lack of preparation, or a need to improve sales and presentation
skills.
Correcting You will take any actions necessary to improve unfavorable situations or take
advantage of unusually favorable trends. For example, you may hold training meetings with your
sales representatives to improve their ability to make customer surveys that will help them increase
sales in target accounts.
This list of tasks can, at first, seem overwhelming. Dont let the variety of tasks confuse you.
Essentially, were just talking about all the steps you will take to plan, direct, and control the activities
of others to achieve desired results.
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Job Description
Sales representatives are measured every day by the appearance of their stores that is, by
whether or not they meet the Five Gallo Standards of Performance:
Distribution
Shelf
Cold Box
Display
Pricing/Promotion
Sales Managers are also measured by the appearance of the stores in their districts. However, as
you have already seen, the roles and responsibilities of a Sales Manager are much more complex.
On the pages that follow we have included a sample Job Description and Performance Evaluation
form (also known as a Performance Assessment form) for the position of District Manager. Both the
Job Description and the Performance Evaluation form will vary from one distributor to
another. We have provided examples here to give you a clearer idea of what may be expected of
you in your new role. Of course, you should check with your own manager to learn more about the
specific requirements and expectations of your distributorship.
Note: We have used the title Sales Manager throughout this manual to reference any manager
whose primary job responsibility is to manage a group of sales representatives regardless of the
size of the group. The specific title of District Manager has been used to describe someone
responsible for the management of a sales team or district (usually 3 to 6 sales representatives).
Most people reading this manual will probably have the title of District Manager, District Sales
Manager, Sales Supervisor, or On-Premise Sales Manager printed on their business cards. Each of
these are widely used titles for first level sales management positions. Regardless your actual title,
when we mention District Manager, we're talking about your job.
The eight typical primary job responsibilities of a District Manager, and the specific skills, abilities
and knowledge required for each are described briefly below. Many distributors evaluate the job
performance of District Managers in each of these eight areas using a form containing
corresponding headings similar to the sample Performance Evaluation form provided on the
following pages.
--SAMPLE--
PERFORMANCE EVALUATION
DISTRICT MANAGER
Name:
District:
Date Given:
Length of DM Service:
Evaluator:
1= Excellent
1. TEAM LEADERSHIP
2 = Good
3 = Satisfactory
4 = Unsatisfactory
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Supporting Comments:
Major Strength:
Major Important Need:
2. DIRECTING
Supporting Comments:
Major Strength:
Major Important Need:
3. PLANNING
Supporting Comments:
Major Strength:
Major Important Need:
4. CONTROLLING
Supporting Comments:
Major Strength:
Major Important Need:
5. COMMUNICATING
Supporting Comments:
Major Strength:
Major Important Need:
6. PROBLEM SOLVING / DECISION MAKING
Supporting Comments:
Major Strength:
Major Important Need:
7. KEY ACCOUNT MANAGEMENT
Supporting Comments:
Major Strength:
Major Important Need:
8. TEAM SALES RESULTS
Supporting Comments:
Major Strength:
Major Important Need:
Comments:
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Did the Manager meet the objectives agreed upon in the last Performance Evaluation Conference?
_____Yes
B.
List the specific objectives (desired results) and plans for development (professional growth) for the next
period that you and the Manager being evaluated have agreed upon.
Objectives
C.
What specific action will you take to assist the Manager in the above?
1. _____________________________________________________________________________
2. _____________________________________________________________________________
3. _____________________________________________________________________________
1. Team Leadership
A District Manager is responsible for getting results through others. As team leader he or she is expected
to have command of the team of sales representatives and direct them in such a way that they will have a
strong commitment to the Winery and to the distributor. A team leader must:
a. Have command of the team.
b. Demonstrate concern for sales results.
c.
2. Directing
A District Manager is responsible for seeing that the sales representatives on the team are motivated to
do their best, trained to get results, and given opportunities to develop themselves by delegating
assignments to them. When a vacancy occurs on the team, he or she is expected to get involved in the
staffing process. Directing success requires:
a. Letting team members know exactly what it expected of them and showing them how they can
achieve expected results.
b. Skill as a motivator.
c.
Using individual and team goals and objectives to help motivate performance.
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3. Planning
A District Manager, along with his or her sales representatives, must determine what is to be done, by
whom, and at what time in order to fulfill responsibility for planning. The manager is responsible for
seeing that objectives or goals are set, programs are developed, and schedules drawn up and followed.
Planning includes:
a. Developing well-thought-out plans and schedules.
b. Developing appropriate, credible, and measurable goals and objectives consistent with distributor
priorities and expectancies.
c.
4. Controlling
A District Manager is responsible for seeing that results are obtained. The manager must be fully aware
of conditions in the field. He or she is responsible for developing measuring and evaluating techniques
and for taking corrective action when it is apparent that the desired results are not being obtained.
Controlling includes:
a. The effective use of surveying techniques, available computer capabilities, and sales
representatives reports to gather timely information.
b. Maintaining an awareness of field conditions (observing, measuring, and evaluating).
c.
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Ensuring that sales representatives route books are complete and current.
d. Ensuring that sales representatives Daily Reports (and/or any required reports) are complete and
on time.
5. Communicating
The District Manager is responsible for keeping sales representatives and sales management informed.
The manager does this by reporting field conditions to management and by keeping sales representatives
informed of what they need to know to do their jobs. Communicating requires:
a. The ability to gather information through effective probing skills.
b. Good listening skills.
c.
The appropriate use of communication tools provided by the distributor, i.e., voicemail,
wireless/cell phones, pagers, beepers, e-mail, etc.
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significantly by state and distributor, however, requirements typically include the following (where legally
permissible):
a. Selling current months and future merchandising programs including suggested display
quantities and location, suggested pricing support (advertised feature or TPR), and specific retail
ads for each brand.
b. Coordinating activities as appropriate and authorized by distributor management with supplier
Trade Development or chain personnel.
c.
Maintaining a professional and productive business relationship with key personnel in each
account.
d. Coordinating the follow-up activities of all sales representatives (within the distributors marketing
area) serving multiple units of a chain store organization.
e. Keeping aware of market conditions and competitive trends within the account vs. the market.
f.
g. Making appropriate shelf, cold box, and cross-merchandising presentations to maximize sales of
Gallo products.
h. Preparing and conducting periodic comprehensive business reviews for the account including a
category by category review of Gallo business and the state of the wine industry (trends,
changes, projections) in the accounts trade area.
i.
Ensuring proper rotation consistent with legally permissible practices and the accounts
preferences.
j.
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Consistently achieving Team Sales Results requires a fairly high level of competency in each of the first
six primary job responsibilities described above. But it requires more, often much more. It requires the
hard to measure but very real characteristics that often separates winners from losers and high achievers
from average performers. Words and phrases such as competitiveness, focus, internal motivation, results
orientation, persistence, resourcefulness, and determination come quickly to mind. These characteristics
in a person who has developed good sales management skills can produce exemplary and easy to
measure team results, including:
a. Consistent execution of monthly priority brand programs.
b. Consistent execution of all special merchandising programs.
c. High quality and rapid brand and line extension introductions.
d. Consistently high team distribution achievements (within chain constraints).
e. Consistently high team shelf and cold box achievement (within chain constraints).
f. Consistently high overall team results (the kind that wins contests).
SUMMARY
The transition from sales representative to District Manager requires an important change in focus and
mindset. In the past, you were responsible for achieving results through your own efforts. Now, as a
Sales Manager, you are responsible for achieving results through the efforts of others.
Although the District Manager job may be new to you, you will find that you can draw on much of the
experience, knowledge, and skill you acquired as a sales representative (and as a leader in school, social
organizations, and in supervisory positions with previous employers).
Some new District Managers approach their jobs with a variety of misconceptions or misunderstandings.
The job of the Sales Manager is difficult and complex, but it is not intended to be an executive position.
Essentially, the job of the District Manager is planning, directing, and controlling the activities of others to
achieve desired results. In the process, you will perform many tasks and will be involved in a variety of
activities. In addition, the skills of leadership, communicating, problem solving and decision making, and
key account management, are an integral part of your job. Throughout the remainder of the Gallo Sales
Managers Manual, we will try to provide a basic groundwork and understanding that will help you make a
successful transition from sales representative to Sales Manager. However, in no way does this manual
The Sales Management Job
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purport to provide the final word on sales management. As you gain experience, you will quickly learn
that there are many alternative approaches to each situation you face.
Questions To Consider
1. Consider the initial focus you plan to take with your team. What kind of balance will you try to achieve
between focusing on results or on developing your people?
2. Think back to the best supervisor or manager youve ever worked for. What qualities or attributes set
this person apart? What qualities or attributes do you think are most important for a successful
District Manager?
3. What are the special strengths you bring to the job of the District Manager? What are the pitfalls or
mistakes you need to guard against?
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