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 ‘trying to pull it in’.


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

👑 Sales Strategy
📈 Closing
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6
CoorsKing
WR Officer
2
Retired King of the Coors Knights
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. 

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. 

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. 
DadFather
Politicker
0
Enterprise Account Executive
I’m with you Meech! 

Same here - just found out about it, we know they are buying it, but don’t want to piss them off as it’s not super urgent. 

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 doesn’t work out, that’s ok. 
1nbatopshotfan
Politicker
2
Sales
Don’t discount. Your manager will probably recommend it to get the revenue sooner. Ask if the client can get it done this month “it’ll help me out blah blah”, but keep it at full value. 
DadFather
Politicker
1
Enterprise Account Executive
Yea no discounting, they have historical already so it’s set 
1nbatopshotfan
Politicker
2
Sales
Yeah then I’d just ask for a favor to pull it in, and if it doesn’t happen, so be it. 
DadFather
Politicker
0
Enterprise Account Executive
That’s the plan 
Coffeesforclosers
Notable Contributor
1
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. 

Ps i do that shit all the time with my boss, we get excited, it happens
DadFather
Politicker
0
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, it’s ok. 
Coffeesforclosers
Notable Contributor
0
Director Sales and Market Development
If they sign, they sign 

-ivan drago
CuriousFox
WR Officer
1
🦊
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. 
sahil
Notable Contributor
1
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
0
Enterprise Account Executive
Accelerators are only hit when i get over 100% on the year so this coming in April 30 or May 5 won’t matter come January but i know what ya mean! Thanks for the input
Blackwargreymon
Politicker
1
MDR
How good of a relationship do you have with your buyer?
Clashingsoulsspell
Politicker
1
ISR
Don’t discount.
MR.StretchISR
Politicker
0
ISR
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.
Mr.Floaty
Politicker
0
BDR
There's a lot of ways to handle it. I think depending on the company you work for you can't truly call out the behavior, but for sure bring it to management.
Cyberjarre
Politicker
0
BDR
Cease to work with a customer who treats people this way
31
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