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EOQ Pull-in Deal Advice

Fortunately, I am in a good position this Q (offset Q1 Feb-April). Hit my number but I have a nice little 50k deal that I just found and is a lock for May. I made the silly mistake of letting my manager know it may have a chance for this week/Quarter when he asked about it, because it truly does have a chance.


I would rather have it hit Q2 to get off to a nice start but my manager needs every dollar so I am โ€˜trying to pull it inโ€™.


Besides not doing what I did, how would the WR do in these situations? (I typically choose not to sandbag as my RM reads through it)


*Not doing a poll as i think the comments from each of you are more valuable than options I can display

๐Ÿ‘‘ Sales Strategy
๐Ÿ“ˆ Closing
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1
BigMeech
OG Sales Savage
+9
Senior Account Executive
I typically try to always pull forward, that gets me into accelerators faster. The only time I under forecast is if I truly believe we will take a significant hit in the negotiations.ย 

Regarding your specific situation, I am currently working through that now. It is a balancing act between keeping your management happy, and not pissing off the potential buyer.ย 

How good of a relationship do you have with your buyer? I would just flat out ask them what it would take to get this done this week.ย 
DadFather
Politicker
+4
Enterprise Account Executive
Iโ€™m with you Meech!ย 

Same here - just found out about it, we know they are buying it, but donโ€™t want to piss them off as itโ€™s not super urgent.ย 

Have a great relationship with the customer - I told him the situation as he is familiar with how we operate but i told him not to annoy any procurement folks in the process and if it doesnโ€™t work out, thatโ€™s ok.ย 
Coffeesforclosers
Notable Contributor
+11
Director Sales and Market Development
If it can pull forward, pull it forward as i can never sandbag if i wanted to, can only get them to sign when they are ready to sign. I wouldnt actively try my hardest but wouldnt avoid trying to get it in either.ย 

Ps i do that shit all the time with my boss, we get excited, it happens
DadFather
Politicker
+4
Enterprise Account Executive
Yup i am passively trying to pull it in - basically just trying to not piss the customer off but if it falls into May, itโ€™s ok.ย 
Coffeesforclosers
Notable Contributor
+11
Director Sales and Market Development
If they sign, they signย 

-ivan drago
CuriousFox
Arsonist
+10
Senior Account Executive
Make the contact to have a trail, but if it takes until May so be it. Not worth the chance of pissing off the buyer enough to blow the deal up totally.ย 
1nbatopshotfan
Politicker
+5
Senior Director, Enterprise Technology
Donโ€™t discount. Your manager will probably recommend it to get the revenue sooner. Ask if the client can get it done this month โ€œitโ€™ll help me out blah blahโ€, but keep it at full value.ย 
DadFather
Politicker
+4
Enterprise Account Executive
Yea no discounting, they have historical already so itโ€™s setย 
1nbatopshotfan
Politicker
+5
Senior Director, Enterprise Technology
Yeah then Iโ€™d just ask for a favor to pull it in, and if it doesnโ€™t happen, so be it.ย 
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sahil
Notorious Answer
+13
Deepak Chopra of Sales
Honestly, I would always make it happen. Being the one who helps save the day will earn you cred/loyalty. Plus, accelerators are where the real money is at!
DadFather
Politicker
+4
Enterprise Account Executive
Accelerators are only hit when i get over 100% on the year so this coming in April 30 or May 5 wonโ€™t matter come January but i know what ya mean! Thanks for the input
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