salesking

Manager of Business Development

Somebody took my lead and booked a meeting and they told me its no longer mine

I received an inbound lead for my territory. My colleague took the lead and put it into his name and sequenced it. He then booked a meeting with the lead.

We are territory based so there should be no reason he should have poached my lead.

What is everyone thoughts on this? My manager told me that it was an accident and that the other person gets credit. My only problem is that salesforce said he moved it out of his name and moved it back to his.

🏹 War Room

45 comments

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CuriousFox

WR Officer

🦊

Take the screenshot and document everything for future dealings.

Pachacuti

Politicker

They call me Daddy, Sales Daddy

You need to get aggressive with this otherwise it'll become a pattern. If it was an accident, then so be it. Either way, it should revert to you if its in your territory.
You need to get you, the other guy, and your manager in a room together and hash it out asap.

If you let it fester, it could turn into this:
https://www.youtube.com/watch?v=NUC2EQvdzmY

Sunbunny31

Politicker

Sr Sales Executive 🐰

Where is your manager's management spine? Yes, accidents happen, but 1) this is no accident (which I would firmly point out to the manager) and 2) if there are no consequences, congratulations and welcome to the Wild West your sales org just became.

Ridiculous.

Fenderbaum

Politicker

Retired Choirboy🪕

Back in the good ole days, a punch in the mouth might've solved this. Not advocating violence. Just sayin'.

LordOfWar

Tycoon

Blow it up

Follow him to the cafeteria and take a bite of his sandwich since it seems no one gets in trouble for eating someone else's lunch.

mrosales

Politicker

Devious.

Kosta_Konfucius

Politicker

Sales Rep

I would be pissed even if you had to split the deal, this is one of those where I am hoping the rep doesn’t close the entire process

braintank

Politicker

Enterprise Account Executive

Did the deal close?

If your peer just had 1 call take that shit back.

SADNESSLieutenant

Politicker

Officer of ♥️

Take his next lead and say its an accident 🤗

salesking

Politicker

Manager of Business Development

Prob won’t fly because they know I’m pissed now but that would be legendary is I did that.

SADNESSLieutenant

Politicker

Officer of ♥️

Then ask for his next lead

antiASKHOLE

Tycoon

Bravado's Resident Asshole

Ha I had this happen to me a few times and I caught them EVERY time as a BDR. I had all of my information documented and slammed that on the table. I let them have that particular deal/lead credit, but they knew I was watching them moving forward and if it happened again, they would lose their job due to character flaws.

SticksAreUnbelievable

Valued Contributor

ADR (Account Development Rep) Sales Representative

I gave up a 50-75k lead today because it wasn’t in my zip code and the guy I gave it to will give me the next one he gets in my zip code.

There are rules and they only work if everybody follows them. My manager would give my booking dollars to another rep if I poached - zero tolerance.

You have a leadership problem.

I am sorry that happened to you. That sucks on so many levels.

Diablo

Politicker

Sr. AE

It happened to me as well, the max I could do is share all the proofs that the lead was in my came when came through but resolution has been nada. Beware, forget, forgive and move ahead :)

Sunbunny31

Politicker

Sr Sales Executive 🐰

Maybe forgive, but absolutely don't forget. Dollars to donuts this will repeat.

Diablo

Politicker

Sr. AE

Haha oh yeah - I meant forget this guy (not the situation).

Sunbunny31

Politicker

Sr Sales Executive 🐰

:) I knew what you meant, but I’d be watching that poaching, lying thief like the punk he is.

Gyro25

Notorious Answer

Account Executive

Maybe it's just me, but if management doesn't do anything, I'd straight up confront the guy and let him know that that's a dick move. Document everything and he does it again, come at him with razorblades and lemon juice(jk, kinda)

Sunbunny31

Politicker

Sr Sales Executive 🐰

Maybe even just making him believe you’re just that crazy will do it. Terrify the crap out of the jerk.

TennisandSales

Politicker

Head Of Sales

this is straight up treason in the sales world!

I would ask the rep face to face. not in a combative way, but you need to ask him about whats up.

salesking

Politicker

Manager of Business Development

this is exactly how I feel... basically dont fuck with my money

TennisandSales

Politicker

Head Of Sales

100%!!

GoBlue

Old School Bravo

National Account manager

shame on your manager. I would look for a better manager.
otherwise I would prospect in his territory.

Anker

Opinionated

SAE (Senior Account Executive)

If this is how your manager avoids conflict, take it as a clear sign that you are now the holder of the line on fairness, integrity, and honesty in regards to your deals. No one else is going to look out for you. And if you don’t address it head-on with this weasel (whether you get the lead back or not), you become the target for future “accidents.” It’s BS.
I know that 95% of the AEs that I work with would give it back to me and even do a warm hand-off so the customer was taken care of. But you have to hold the line for that 5%, cuz they see an opening and they’ll keep walking through that door.

km22

Opinionated

Account Executive

I dealt with this exact situation at my last org. Management kept giving me the runaround and making excuses. Zero repercussions for the person stealing leads means that management is giving the okay.

After raising the issue and sending management screenshots from Salesforce for the fifth time I handed in my notice.

If management is so desperate to see sales that they’re okay with turning the sales team into a kleptocracy then there probably are other red flags with their sales culture.

ThatNewAE

Big Shot

Account Executive - Mid enterprise

Can you ask your manager if he / she can replace that lead with another inbound lead of the other rep. I had asked the same, worked for me.
That rep had taken my lead and booked a meeting. Closed it.
I asked and raised it to my manager and I was given another lead which I closed, which again was the rep's lead.

jefe

Arsonist

🍁

How is that possible at all? Head this shit off.

Document and CYA

Jin

Executive

SDR

Try to get both your manager & colleague on a conference call and figure this out before something similar happens again!

Maximas

Tycoon

Senior Sales Executive

Don't you have the right to escalate him? , go for it.

CKamapguy

Fire Starter

Sales Director

You should ask management to lock down your CRM by rep / territory so this doesn’t happen again. If that happens others won’t be able to see and poach!

Arzola

Valued Contributor

Business administration

What I would do is collect all the evidence and face my boss with respect, but requesting that it be solved, we all make a mistake, but it is our duty to solve it

Canonball

Good Citizen

Inside Sales

I would ask your manager which one of your colleagues leads he will be reassigning to you. Or ask your colleague for his next incoming lead from his territory. If they both refuse, it shows their integrity. As other said, continue to document everything. If it continues, gain as much experience as you can, accomplish as much as you can and get the hell out of there when you are ready.

GreyButNotOld

Good Citizen

Director

Share in an email with your manager including the proof of the transaction/timeline, etc., and ask a simple question - "is this the type of culture we are promoting across our company". Get the answer in writing and send both to HR with a statement of what transpired.

Document, document, document. Be professional, empathetic, and a good corporate citizen. If you don't get treated with respect, strike against the company - start looking for a new gig.

toshen

Vice President / Managing Director

Your manager needs to step up and do the right thing. If He/She wants to build any type of team culture, it’s starts w integrity…the team needs to trust each to function as one

Equaliser

Territory Manager

Patience is the key,be alert for next time.Do not trust anyone except yourself.

Razorramon

Sales Manager

Easy. Paper trail is key. Talk to the sales person first. If there being a snake take it to the manager and show him the paper trail. Get your half deal. If they don’t give it to you. That’s fine. Now you know that person will never make it in business. Relationship over money every time. Never burn your bridges at work. You might work with this person in the future.

salesking

Politicker

Manager of Business Development

I resigned a week later on to the next

StalledDeal

Contributor

Enterprise Account Executive

Territory = Territory. Fight for it and claim it back. If you don’t do this now - mistake or not - it will happen again. How would your counterpart react if that would happen to them?

Additionally leverage the rules of engagement if that are in place. Most of the time they state that account owners need to stay in lane during a fiscal year.

If not I’d open up the discussion about TAM in your territory. You have been assigned a well thought territory that should generate an X amount of cash. Now someone is taking on a lead that belongs to that territory. If the company just leaves it and all transacts they should apply quota relief on your quota and add this to the AE that stole your opp.

Yamshi

Contributor

Account Executive

Bad ... Ver bad. I think your manager could have reversed it. If I would be you, Id email him with the screenshot. For now you can document it so that it won't happen again

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salesking

Somebody took my lead and booked a meeting and they told me its no longer mine

45 comments

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