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Episode Info After a series of conferences where I saw some sales tactics that were having the opposite effect from what the person employing them would have wanted, I thought I'd use an episode to share some of the advice I give to companies I've advised over the years. It's informed by my direct experience having been an executive at insurance companies who got sold to, and running the sales function for a B2B SaaS insurtech solution provider. Hopefully this is valuable to anyone trying to sell into the insurance industry (and to those of us on the receiving end of those sales efforts!). Episode Summary This episode provides insights into effective sales and networking strategies for those selling to insurance companies. It challenges conventional sales tactics and emphasizes the importance of personalized and informed approaches. Key Points: Personalized Outreach: Avoid blanket approaches like mass emails or messages. Instead, invest time in understanding if the recipient is a genuine prospect. Tailor your messages to address specific needs and demonstrate genuine interest. Challenges with Conventional Tactics: Many sales playbooks advocate for reaching out to everyone, but this often leads to brand damage and wasted efforts. The video argues that the insurance industry requires a different approach due to its unique nature. Effective Networking: Utilize platforms like LinkedIn for meaningful connections rather than relying solely on event apps, which are often underutilized. Be mindful of social etiquette, such as not interrupting ongoing conversations or meetings. Building Relationships: Focus on being informed and culturally aware to foster genuine relationships. The goal is to reach a point where the prospect feels understood and sees you as a potential solution to their challenges. Practical Advice: Spend a few moments researching potential clients to ensure they are the right fit. Be upfront about your intentions to avoid wasting time on both sides. This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.
Benedikt Ilg, Co-Founder und CEO von Flip, spricht über den beeindruckenden Aufbau seines Unternehmens, das sich auf die Digitalisierung und Kommunikation von Deskless Workers spezialisiert hat. Mit Flip ermöglicht er Unternehmen, ihre Mitarbeiter effizienter zu erreichen und einzubinden – von der Produktionslinie bis zum Einzelhandel. Benedikt gibt Einblicke in die Herausforderungen des Wachstums, den Aufbau eines wiederholbaren Funnels, und erklärt, wie Flip inzwischen weltweite Konzerne mit seiner Plattform unterstützt. Er spricht über die Evolution von Flip, von den ersten Kunden bis hin zum aktuellen Fokus auf Skalierung und Internationalisierung. Außerdem teilt er seine Learnings zu Leadership, Teamaufbau und der Bedeutung von langfristiger Vision und Durchhaltevermögen. Was du lernst: Die Anfänge von Flip: Wie Flip als Lösung für die Kommunikation von Deskless Workern entstand und warum diese Zielgruppe so lange von der Digitalisierung übersehen wurde Die Learnings aus den ersten Pilotprojekten und wie Flip sich zum führenden Anbieter in diesem Segment entwickelt hat Internationalisierung und Skalierung: Warum Flip aktuell über 50 % des Umsatzes international erzielt und welche Herausforderungen der Eintritt in neue Märkte mit sich bringt Wie Flip Partnernetzwerke nutzt, um die Expansion zu beschleunigen Leadership und Unternehmenskultur: Warum Benedikt auf hohe Intensität und klare Visionen setzt, um das Team zu motivieren und zu führen Die Bedeutung von Commitment, Veränderungsbereitschaft und einer starken Kultur im Teamaufbau Produktentwicklung und Customer Success: Wie Flip von Anfang an auf eine einfache, intuitive Nutzererfahrung gesetzt hat, um auch technisch weniger affine Mitarbeiter zu erreichen Warum Flip weiterhin eng mit Kunden zusammenarbeitet, um das Produkt kontinuierlich zu verbessern Fundraising und Wachstum: Wie Flip über 60 Millionen Euro Funding eingesammelt hat und wie Benedikt Investoren auswählt, die aktiv unterstützen und Mehrwert schaffen Die Bedeutung von klaren KPIs und Profitabilität in der aktuellen Marktphase ALLES ZU UNICORN BAKERY: https://zez.am/unicornbakery Mehr zu Benedikt: LinkedIn: https://www.linkedin.com/in/benedikt-ilg/ Website: https://www.getflip.com/de/ Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/ Kapitel: (00:00:00) In welcher Phase befindet sich Flip? (00:03:57) Was ist Benedikts Warum? (00:07:00) Way to momentum: Der Werdegang von Flip (00:10:07) Spezialisierung und Pilotkunden: Wie fängt man an? (00:17:58) Gemeinsame Ausarbeitung mit Pilotkunden (00:21:52) Luxusproblem Großkunde: Kommunikation & Vorgehen bei eigentlich zu großen Aufträgen (00:26:49) Verrückteste Erfahrungen im Fundraising (00:31:07) Erfahrung vs. Motivation: Wann braucht es was? (00:34:41) Wie sucht Benedikt geeignete Personen aus? (00:37:04) Benedikts Entwicklung als Führungsperson (00:39:47) Chief of Staff vs. Executive Assistant (00:47:15) Fundraising, Burnmanagement & Profitabilität bei Flip (00:51:10) Benedikts Learnings zu Enterprise Sales (00:53:35) Zukunftsaussichten für Flip
Proposals don't close deals on their own - but bad proposals can definitely kill them. Today I'm sharing exactly why most sales proposals fail and how you can turn yours into a tool that helps your customers make confident buying decisions. Too many proposals read like company brochures, filled with “we do this” and “we do that.” That approach rarely works because it's all about you, not the customer. In this episode, I walk you through a simple but effective six-part structure that keeps the customer at the centre of your proposal. When you get this right, your proposal will reinforce the value you've discussed, build trust, and make it easy for your customer to say yes. I also share my pricing approach using the “retaliation in first” concept - a simple technique that helps address pricing concerns before they arise. I explain why every proposal must make perfect sense to decision-makers who may not have been involved in earlier conversations, and how you can write yours to achieve exactly that. By the end of this episode, you'll know how to create customer-focused proposals that help you close deals faster, with fewer objections and more confidence. If you're in B2B sales, enterprise sales or any consultative selling role, you can take this framework and start applying it straight away. Connect with Fred: Author of Selling Through Partnering Skills, Hybrid Selling, and Ethical Selling https://linktr.ee/fredcopestake Take the Collaborative Selling Scorecard https://collaborativeselling.scoreapp.com/ Watch this episode on YouTube https://youtu.be/tOdypn2i4pI
Success in sales isn't just about strategy — it's about mindset, discipline, and staying grounded in what actually matters.In this episode, James sits down with Brian Reimer, Regional Sales Director in the cybersecurity space (Cato Networks) and long-time enterprise closer, to break down what it really takes to win million-dollar deals without losing yourself in the process.Brian opens up about:His approach to enterprise sales cyclesHow his faith and family keep him anchoredWhy he chose people and purpose over prestigeWhat most reps get wrong about long-term follow-upAnd the real reason your energy matters more than your pitchIf you're trying to close bigger commercial cleaning contracts, stay patient through long sales cycles, or balance personal growth with business pressure — this episode will hit home.Whether you run a $500K company or manage a team of 200, this one's for the leaders playing the long game.
In this powerhouse episode of the Jake and Gino Podcast, we're joined by Mike Paton, professional EOS implementer and author of Process, to break down the real systems that help entrepreneurs grow businesses without losing their minds—or their margins.From the early struggles of Jake and Gino's real estate journey to implementing EOS and watching their business thrive, this conversation is packed with actionable insights for business owners stuck at a growth ceiling. Mike shares how to avoid burnout, implement core processes effectively, and build companies that are healthy from the inside out.Whether you're a solo operator managing 50 units or a syndicator eyeing a 9-figure portfolio, this episode will help you align your business DNA with the structure and vision needed to grow smarter—not just bigger.In this episode, you'll learn:What EOS really is—and why it's not just for broken businesses How the book Process was born from entrepreneurial pain Why “vision shared by all” beats “buy-in” every time The 20/80 rule for creating business systems that scale Why chasing revenue without structure leads to burnout How process brings freedom and enables true leadership Connect with Mike Paton:Learn more: https://www.eosworldwide.com Chapters:00:00 - Introduction 00:02:14 - Childhood Magic, Fire Juggling & Unemployability 00:06:00 - Mentorship and Learning to Juggle Fire 00:10:23 - From Magic to Mind Reading to Business Consulting 00:16:36 - Turning a Crowd into Qualified Leads 00:18:43 - Applied Psychology, Trust, and Audience Manipulation 00:28:02 - Tactical Tips for Everyday Negotiation 00:32:48 - Enterprise Sales and Anticipating Veto Players 00:43:16 - Why Surprise Kills Deals (Unless You're on Stage) 00:59:19 - Marketing Tip: Repel the Wrong Customers 01:00:57 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
Sales Game Changers | Tip-Filled Conversations with Sales Leaders About Their Successful Careers
This is episode 763. Read the complete transcript on the Sales Game Changers Podcast here. This is a Sales Story and a Tip episode! Watch the video of the interview here. Read more about the Institute for Effective Professional Selling Emerging Sales Leader Program here. Purchase Fred Diamond's best-sellers Love, Hope, Lyme: What Family Members, Partners, and Friends Who Love a Chronic Lyme Survivor Need to Know and Insights for Sales Game Changers now! Today's show featured an interview with The Complete Client Acquisition System creator Craig Lowder. Find Craig on LinkedIn. CRAIG'S TIP: “Have you ever tried to sit on a one-legged stool? That's why you need three strong referral partners in each category — it gives you balance and consistency.”
The Sales Management. Simplified. Podcast with Mike Weinberg
Today's special guest, Ahson Wardak, made such an impression at a recent Supercharge Your Sales Leadership event that Mike had to have him on the show! Ahson was recently promoted to regional vice president after an incredible run as a top-performing individual contributor. Listen in to hear what a true large account, large deal sales rockstar sounds like. Enjoy Ahson's contrarian take on the widely accepted sales adage that "people buy from people they like” and pay particular attention how he balances two critical, yet contradictory, success factors for enterprise selling: being patient AND proactive. RESOURCES MENTIONED IN THIS EPISODE: How “Hannah the Hunter” Achieved a Blowout Year and Breakthrough Sales Success episode Mike's 12-year bestseller, New Sales. Simplified. The September 4-5 Supercharge Your Sales Leadership event This episode is sponsored by Pursuit Sales Solutions. If you are looking for help adding A-player talent to your team, contact Mike's friends at pursuitsalessolutions.com/weinberg
In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Paul Capombassis, Chief Revenue Officer at MongoDB. They discuss Paul's extensive career from PTC to MongoDB, focusing on his strategies for creating high-performance cultures in sales. Paul shares his approach to hiring disruptors over domain experts, the importance of developing leaders from within, and the transformational programs like BDR to CRO that MongoDB has implemented. The conversation also highlights the critical role of adaptability, the significance of leadership authenticity, and the necessity of consistent leader enablement. This episode is rich with insights on how to elevate sales teams and drive company growth.ADDITIONAL RESOURCESLearn more about Paul Capombassis:https://www.linkedin.com/in/paul-capombassis-3684b211/Read Force Management's Guide to Embedding AI In Your B2B Sales Organization: https://hubs.li/Q03ldrzD0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:59] Building a High-Performance Culture at MongoDB[00:04:45] Characteristics of a Disruptor in Sales[00:06:56] Challenges of Selling Disruptive Technology[00:16:11] Importance of Leadership and Enablement[00:21:57] Adapting to Change in a Fast-Growing Company[00:23:58] Coaching and Developing Leaders[00:30:21] Adapting Leadership for Business Growth[00:31:56] The Importance of Authentic Leadership[00:33:32] Recruitment and Enablement Strategies[00:34:40] Domain Expertise vs. Scaling with Hunters[00:38:22] Leader Development Programs[00:41:51] Challenges in Assessing Team Strengths[00:47:06] Second Line Leadership Responsibilities[00:50:23] Inspiring Through AuthenticityHIGHLIGHT QUOTES"When you lead with authenticity, the value that you get out of that and your organization gets out of that is it's game-changing.""Every time you make a hire... it's a million-dollar bet that you're taking.""Change requires discipline. And discipline is really hard.""High-performing companies set up a great enablement program, not just for your ics, but especially for leader enablement.""Great leaders today are the best coaches.""The best leaders today are the ones that can connect technical capabilities to business outcomes."
This week, Lightspeed Partner Mike Mignano sits down with Gabriel Stengel, founder and CEO of Rogo, to explore how AI is transforming the world of finance. Gabe shares his journey from sleepless nights as a junior investment banker at Lazard to building Rogo, a cutting-edge AI platform that automates the grueling work of benchmarking, earnings analysis, and pitch deck creation in seconds. They discuss the origins of Rogo from Gabe's time at Princeton, the challenges of building AI tools for elite financial institutions, and why the next generation of analysts might just be digital. Gabe also unpacks the technical edge that sets Rogo apart and the ways in which financial services may look very different in the near future. Episode Chapters: (00:00) Introduction to the Interview(00:55) Gabe Stengel's Background and Rogo's Inception(02:44) Early Challenges and Evolution of Rogo(07:29) The Role of AI in Finance(12:07) Investor and Customer Reception(13:49) Pivotal Moments and Product Market Fit(21:53) Balancing Enterprise Security and Feature Development(23:45) Navigating the Challenges of AI Startup Speed(25:45) Rogo's Impact on Investment Banking Workflows(28:34) AI's Role in Professional Services and Legal Work(32:33) Future of Rogo and Financial Services(37:18) Challenges and Strategies in Enterprise Sales(42:02) Conclusion and Final ThoughtsStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.
Send us a textGet ready for an electrifying episode of "The Selling Podcast" as your hosts, Mike and Scott, sit down with an absolute sales legend: Aaron Lewis! In a candid and incredibly insightful conversation, Aaron pulls back the curtain on his remarkable career journey, from being a 6-time Presidents Club winner at Salesforce to embarking on an exciting new role at a rapidly growing young company.Aaron dives deep into the strategic thinking behind his significant career transition, openly discussing why he made the move and how he navigated the complexities of shifting to a new environment. This isn't just a story about changing jobs; it's a masterclass in strategic career management for any sales professional looking to advance.Beyond his personal journey, Aaron reveals the core transferable skills that make a top seller successful, regardless of the product, industry, or company size. He shares invaluable tips, proven strategies, and the mindset secrets that propelled him to consistent elite performance at Salesforce and are now guiding his success in a dynamic new venture. If you've ever wondered what truly sets the best apart, Aaron's insights on high performance, adaptability, and maintaining an elite sales mindset are unmissable.Tune in for a powerful blend of hard-hitting sales wisdom and the signature engaging banter from Mike and Scott, as they extract actionable advice from a true industry titan. This episode is packed with the practical knowledge you need to elevate your own sales game, understand strategic career moves, and discover what it truly takes to be a top seller.Scott SchlofmanMike Williams - Cell 801-635-7773 #sales #podcast #customerfirst #relationships #success #pipeline #funnel #sales success #selling #salescoach
In this episode Vlad and Andrei are going to share a live ABM case study of our client, Customs4trade, presenting an ABM program to engage and land enterprise sales opportunities.
In this episode of FinTech Impact, host Jason Pereira interviews Mark Netjes, EVP of Enterprise Sales and Solutions at Advyzon. Advyzon offers an all-in-one technology platform designed to help financial advisors manage their practices efficiently. Mark discusses the origins of Advyzon, founded by Hailin Li in 2012 after his tenure at Morningstar, and the evolution of the platform from performance reporting and billing to a comprehensive suite including CRM, trading, rebalancing, client portals, document management, and outsourced investment solutions. The discussion highlights Advyzon's focus on integration, efficiency, and scalability, making it suitable for both small firms and large enterprises. They also touch on Advyzon's approach to modularity, integration with third-party software, and future developments in AI and other advanced features. Hosted on Acast. See acast.com/privacy for more information.
Serving SMB mid-market customers is one thing, but when you go upstream to enterprise sales, everything changes: go-to-market strategy, the sales process, how you structure deals, even how you define customer value. Today's guest, Andrew Casey, has helped scale four SaaS companies: ServiceNow, WalkMe, Lacework, and his current company, Amplitude. At ServiceNow, he worked closely with Snowflake's Mike Scarpelli and Coatue's David Schneider, and he was instrumental in establishing the company's deal desk to support its sales motion. As an operationally focused CFO, he shares a wealth of knowledge on the importance of staying close to the customer, structuring deals that work for both sides, establishing transparency in usage-based pricing, aligning incentives and strategy in sales, the pros and cons of multi-year deals, the problem with auto-renewals and what to do instead, and how to adapt your go-to-market strategy when moving from SMB mid-market to enterprise.—LINKS:Andrew Casey on LinkedIn: https://www.linkedin.com/in/andrew-casey-6b14875/Amplitude: https://amplitude.comServiceNow: https://www.servicenow.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:Gaining Strategic Advantage in Vertical SaaS With Guidewire's CFO, Jeff Cooper"Steal Your Boss's Job”: Calendly CFO John McCauley on Leadership, Ownership & GrowthThe Largest Software IPO Ever: How Snowflake Still Left Money on the Table —TIMESTAMPS:(00:00) Preview and Intro(02:40) Sponsor – Tropic | NetSuite | Planful | Tabs(08:45) Becoming an Operationally Focused CFO(11:50) Staying Close to the Customer as a CFO(16:37) Sponsor – Rippling Spend | Pulley | MUFG(20:34) Running Towards a Challenging Market at ServiceNow(24:15) How He Established the Deal Desk at ServiceNow(26:13) Structuring a Deal That Works for Both Sides(29:08) Transparency in Usage-Based Pricing(32:39) A Client's “Budget Problem”: Cash or Expense Issue(36:42) Lessons From Building Out the Deal Desk at ServiceNow(40:53) Pros and Cons of Multi-Year Deals(43:57) Auto-Renewals: Do This Instead(46:10) Adapting the Go-to-Market Strategy for Enterprise Sales(55:33) Selling to CIOs Whose Jobs Are at Stake(58:18) What Defines “Enterprise”(59:43) The Most Important Thing To Get Right in Enterprise Sales(1:01:01) Lessons From Andrew's Background in Corporate Finance(1:03:12) The Story of How Andrew Got His Job at ServiceNow(1:07:57) Long-Ass Lightning Round: A Big Mistake(1:10:31) Advice to Younger Self(1:11:17) Finance Software Stack(1:14:47) Craziest Expense Story—SPONSORS:Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. Take control of your spend with intelligent spend management at tropicapp.io/mostlymetrics.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.MUFG is a global banking powerhouse that provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. Accelerate your growth trajectory. Contact group head Bob Blee at bblee@us.mufg.jp to find out more.#SMBtoEnterprise, #gotomarketstrategy #scalingSaaS #dealdesk #ServiceNow Get full access to Mostly metrics at www.mostlymetrics.com/subscribe
In this episode of the AdTechGod pod, host AdTechGod interviews Bill Condon, former VP of Enterprise Sales and Partnerships at Xumo. They discuss Bill's extensive career in the advertising and media industry, the rise of FAST (Free Ad-supported Streaming Television), and the evolution of content distribution. Bill shares insights on the future of streaming, the impact of digital advertising, and the innovations that are shaping the industry. The conversation highlights the importance of accessibility, discoverability, and the changing landscape of consumer behavior in the media space. Takeaways Bill Condon has a rich history in the ad tech space, starting from the agency side. The rise of FAST has transformed how consumers access content for free with ads. Content distribution is evolving, with a focus on accessibility and discoverability. Streaming is becoming a significant player in the advertising landscape, especially with live sports. The integration of ad tech and streaming is creating new opportunities for advertisers. FAST channels are filling gaps in content availability, especially during the pandemic. The economic model of content distribution is changing, with a shift towards digital. Advertisers are increasingly recognizing the value of streaming platforms for reaching audiences. The future of streaming will see more big-scale events and innovations in targeting and data usage. The industry is still in its infancy, with much potential for growth and evolution. Chapters 00:00 Introduction to Bill Condon and His Journey 06:34 The Rise of FAST and Streaming Television 12:21 The Evolution of Content Distribution 18:07 The Future of Streaming and Digital Advertising 32:05 Looking Ahead: Innovations in Streaming and Advertising Learn more about your ad choices. Visit megaphone.fm/adchoices
Laura McDonald is an enterprise account executive, and she walks me through navigating the complex world of enterprise sales. We chat about the sales cycle, the importance of building relationships, the challenges of navigating long complicated procurement processes, and much more. Whether you're a sales rookie, an experienced salesperson, a founder, or just interested in sales, you'll learn something new from this conversation.
In this short segment of the Revenue Builders Podcast, we revisit the discussion with John Rowell, co-founder of Pinned Golf and a former enterprise sales leader, to explore the timeless value of preparation in both sales and entrepreneurship. Rowell breaks down how his enterprise sales discipline shaped his startup success, sharing tactical wisdom on transforming cold calls into warm connections, creating repeatable processes, and winning buyer trust from the very first interaction. Whether you're a rep, a sales leader, or a founder, this is a playbook for showing up like a pro.KEY TAKEAWAYS[00:00:44] Preparation Builds Confidence: Rowell shares how structured pre-call prep creates clarity and control in high-stakes sales interactions.[00:01:06] Hypothesize Before You Call: Great reps make educated assumptions about the buyer's needs before they ever get on the phone.[00:02:21] Preparation Is the Message: How you prep shows who you are and how you'll show up for the customer.[00:02:57] Cold Calls Shouldn't Be Cold: Transform outreach by researching industries, personas, and proof points before dialing.[00:04:09] Sales Is a High-Performance Sport: Like elite athletes, the best reps obsessively prepare to perform at their peak.[00:05:31] Preparation Builds Trust Early: First impressions matter—showing up prepared signals reliability.[00:06:24] Presence Over Performance: When you're prepped, you can truly listen and be present instead of trying to sound “interesting.[00:07:29] Process Equals Speed: Rowell unpacks how process-driven sales teams outpace the competition by removing guesswork and bottlenecks[00:08:34] Apply Process to Entrepreneurship: From startup KPIs to sales funnels, the mindset of structure translates directly to building a business.QUOTES[00:00:44] “Process equals speed. If you can build what you're gonna do every day into a defined process, you're gonna move faster.”[00:01:46] “I saw 50-year-old President's Club winners still taking time to read 10-Ks before calls. That prep never stops being valuable.”[00:02:57] “They shouldn't be cold calls. They should be warm calls because you should figure out ways to make them warm.[00:04:09] “If you're an enterprise rep, that's your NFL. You should be prepping like Patrick Mahomes watches film.[00:05:55] “Preparation allows you to be present, not scrambling to sound interesting.[00:06:45] “When you're prepared, you're not performing. You're just being yourself—and that's when trust is built.[00:08:34] “Dialing in a process and measuring success—whether in sales or startups—gives you repeatable wins.”Listen to the full conversation through the link below.https://revenue-builders.simplecast.com/episodes/pinned-golf-making-the-shift-from-sales-to-entrepreneurshipEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Reggie Marable is the Head of Global Sales at Sierra, a conversational AI platform for businesses. Sierra enables companies like ADT, Sonos, SiriusXM, and WeightWatchers to build AI agents that transform customer experiences. The company has rapidly become a hypergrowth leader in Silicon Valley, recently securing a funding round that values it at $4.5 billion. Before joining Sierra, Reggie was the Head of Sales in North America at Slack and the Area Vice President of Enterprise Sales at Salesforce. In Today's Episode We Discuss: 02:50 “What I Learned from Failing Early as a CRO” 06:06 The Most Effective Sales Strategy and the BS Sales Methodology 06:55 How to Build Sales Processes from Scratch 12:28 When and How to do Verticalised Sales Teams 14:15 How to Become World Class as Sales Prospecting and Outbound 17:21 How to Use Proof of Concepts to Win Enterprise Deals 22:04 Enterprise vs. Self-Serve: Both or One and How 30:09 Building a Sales Team from Scratch 37:39 Structuring the Hiring Process 41:14 How Founders F*** Up Hiring in Sales 46:25 Handling Salary and Title Expectations 51:36 How to Run Effective Deal Cycles 57:06:07 How to do Onboarding for New Sales Hires 59:07:48 How to do Post Mortems in Sales Processes 01:04:24 Negotiating Enterprise Deals 01:08:04 Quick Fire Round: Sales Tactics and Strategies
In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Marcello Gallo, Chief Revenue Officer at Sigma Computing. The discussion dives into Marcello's extensive experience in enterprise sales leadership, including his non-traditional path, lessons from leading roles at various companies, and the importance of structure, mentorship, and continuous learning. Marcello shares valuable insights on transitioning from technical roles to sales, territory management, and the significance of aligning with customer needs to drive value. The conversation also emphasizes the importance of having a growth mindset, understanding customer environments, and leveraging product-market fit for sustained success.ADDITIONAL RESOURCESLearn more about Marcello Gallo:https://www.linkedin.com/in/gallomarcello/Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:53] Marcello's Journey into Enterprise Sales[00:08:13] The Importance of Structure in Sales[00:28:37] Navigating Major Accounts and Complex Sales[00:34:32] Understanding the Champion's Role in Sales[00:35:15] Building Strong Relationships with Champions[00:37:59] The Importance of Predicting and Preparing for Objections[00:39:14] Role-Playing and Preparation Techniques[00:40:05] Leadership and Helping Teams Get Unstuck[00:42:03] Lessons from Climbing the Corporate Ladder[00:43:21] The Value of Enablement and Territory Management[00:46:20] Adapting to Market Changes and Customer Feedback[00:53:59] Choosing the Right Opportunities and Taking Risks[01:04:50] Sigma Computing's Growth and OpportunitiesHIGHLIGHT QUOTES“If you can't bet on yourself, who can you bet on?"“Knowledge is courage.”“You get delegated to those that you sound like.”“Hire the people commensurate to the territory that you have open.”“Don't confuse position with opportunity.”
In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by John Rowell, co-founder of Pinned Golf, about his transition from a successful career in enterprise sales to entrepreneurship. Rowell shares his invaluable experiences from working at EMC Dell Technologies and Lacework, highlighting the importance of process and preparation. He discusses how these skills translated into building a thriving startup, explains the significance of defining an ideal customer profile, and offers insights into the challenges and rewards of making the leap to start his own company. The episode also delves into Pinned Golf's innovative products, the dynamics of working with friends, and strategies for effective sales and management in both B2B and B2C environments.ADDITIONAL RESOURCESVisit Pinned Golf! Check out their products here: https://pinnedgolf.com/Connect with John Rowell:https://www.linkedin.com/in/johnerowell/Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:39] John Rowell's Career Journey at EMC and Lacework[00:05:21] Advice for BDRs and SDRs: Building Confidence and Authenticity[00:07:37] The Importance of Pre-Call Preparation[00:15:01] Process Equals Speed: Lessons from Lacework[00:19:23] Transitioning to Entrepreneurship: Founding Pinned Golf[00:25:19] Developing and Marketing Pinned Golf Products[00:31:36] The Caddy: Revolutionizing Golf Technology[00:34:17] Pre-Order and Market Gap[00:35:46] Finding the Ideal Customer Profile (ICP)[00:38:26] Distribution Strategies[00:41:14] Entrepreneurial Journey and Challenges[00:46:56] Manufacturing and Role Segregation[00:48:30] Partnership Dynamics and Decision Making[00:57:50] Sales and Growth Mindset[01:04:53] Product Customization and Corporate GiftsHIGHLIGHT QUOTES"Process equals speed.""If you're not prepared, you'll figure it out after the call, but then it's too late.""The best way, the best connection you can make is to give that person space to be able to articulate what their challenges or problems are.""If you can get the channel really working for you and selling on your behalf, you can touch so many more people.""You can have three guys in a boat, but if only one's rowing, it's definitely not gonna work."
Rachit Kataria is the Co-Founder & CEO of Centralize (https://www.usecentralize.com/) an all-in-one deal collaboration platform for enterprise revenue teams backed by Y Combinator. In this episode, Rachit shares his career story, the origins of Centralize, and the AI opportunity for Enterprise Sales. SPONSORS:• Surfe (LinkedIn Prospecting Streamlined) - SP Promo link: https://www.surfe.com/?kfl_ln=jesse-woodbury• Fathom (#1 AI Notetaker) - SP Promo link: https://fathom.partnerlinks.io/salesplayersEPISODE LINKS: • Website: https://www.usecentralize.com/ • LinkedIn: https://www.linkedin.com/in/rachitkataria/CONNECT WITH JESSE: • LinkedIn: https://www.linkedin.com/in/jessewoodbury/ • Website: https://jessewoodbury.com/HELP GROW SP: • Join Sales Players Slack Community: https://www.launchpass.com/saas_sales_players/free • Subscribe! • Leave a rating, write a review, and share • Check out the above sponsors, it's the best way to support the showGUEST HIGHLIGHTS:Morgan J. Ingram, Chris Orlob, Ian Koniak, Jeb Blount, Brandon Fluharty, Scott Leese, Sarah Brazier, Jamal Reimer, Jen Allen-Knuth, Andy Paul, Collin Mitchell, Tim Zielinski, Christian Banach, Rajiv 'RajNATION' Nathan, Belal Batrawy, Christine Rogers, Chris Beall, Patrick Baynes, Jeroen Corthout, Nate Nasralla, Gabe Lullo, Vince Beese, Brandon Bornancin, Girish Redekar, Guillaume Moubeche, Lloyed Lobo, Corey Quinn, Danny Delvecchio, Tom Slocum, Todd Busler, Richard Harris, Krysten Conner, Dan Goodman, Kris Rudeegraap© Sales Players, LLC
"Focus and commitment to niche ideas have huge payoffs." In part four of our conversation with Alfredo Andere, co-founder of LatchBio, we explore how the company evolved from a simple workflow orchestrator into a comprehensive platform serving biopharma companies and solution providers. Alfredo shares his approach to enterprise sales, emphasizing the importance of speed, focus, and building strong relationships with customers. He also delves into his philosophy on fundraising and the pivotal role of iterative development in creating impactful biotech solutions. Alfredo reflects on the challenges and rewards of working in niche markets, explaining why deep commitment and loyalty to specific problems are essential for long-term success. Whether you're a first-time founder or an experienced entrepreneur, this episode is packed with actionable insights on building, selling, and scaling in the biotech space.
In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Frederik Maris, the Chief Revenue Officer at Atoss Software SE. Frederik shares his extensive experience in B2B sales leadership, offering insights on recruiting top talent, the importance of early career learning, and the critical role of first-line managers. The discussion delves into qualities to look for in sales reps, the significance of qualifying prospects, and how to instill a culture of continuous learning and accountability within sales teams. Frederik underscores the need for conscious competence in sales and leadership, and the value of self-awareness and emotional intelligence in driving success. This episode is packed with actionable advice for current and aspiring sales leaders.ADDITIONAL RESOURCESLearn more about Frederik Maris:https://www.linkedin.com/in/frederikmaris/Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:26] Early Lessons in Sales: Learning and Networking[00:03:48] The Importance of Qualification in Sales[00:04:39] Becoming Consciously Competent[00:06:13] Building a Strong Network and Recognizing Special Opportunities[00:08:32] The Key to Sales Success: Understanding Pain and Champions[00:09:43] Effective Discovery Process in Sales[00:12:22] The Role of CRO in Aligning Company and Sales Strategy[00:23:02] Knowledge, Skills, and Culture in Sales Organizations[00:33:36] Scaling Challenges in Sales Leadership[00:33:50] The Importance of First Deals[00:34:00] Understanding the Sales Cycle[00:34:15] Conscious Competence in Sales[00:34:39] The Role of Sales Managers[00:34:50] The Science Behind Sales[00:37:15] Champion Building and Sales Science[00:40:13] Recruiting Top Performing Reps[00:41:50] Qualities of Successful Salespeople[00:44:22] Testing for Emotional Intelligence[00:54:42] Why Sales Reps Fail[00:58:13] Accountability in Sales Leadership[01:02:20] The Journey of Sales SuccessHIGHLIGHT QUOTES[00:04:00] "It's incredibly important to qualify everything, from deals to recruits, and even why you are at the company."[00:09:25] "The more you understand the pain points, the better you can build a champion."[00:12:13] "Sales reps need to earn the right to ask questions by being well-prepared and differentiating themselves from others."[00:37:22] "If you don't understand the science behind what you're doing, you can't teach others or replicate success."[00:39:29] "Strong first-line managers who can coach and develop their teams are essential for scaling any sales organization."
- Rumors of Missing Plastic Watches and Liquid Metal Hinges - Canalys: Mac May See Boost in Enterprise Sales in 2025 - Apple Pay with Express Transit Mode Goes Live in San Diego - Regent Buys Macworld Publisher Foundry, Plans to Buy TechCrunch - Jonny Ive “Desert Island Discs” Episode Finally Goes Up for Download - Apple TV+ Picks Up Third Season of “Severance” - Apple TV+ Brings Star Power to Comedy Series “The Studio” - Sponsored by Incogni: Take your personal data back with Incogni! Use code MACOSKEN and get 60% off an annual plan at incogni.com/macosken - A new DeepSeek danger and ChatGPT hallucinates all over one guy's life on Checklist No. 416 - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!
In this episode, Jack Cochran and Matthew James are joined by Manisha Raisinghani, Founder and CEO of SiftHub, to discuss how AI is transforming the Presales landscape. They explore how SiftHub's AI sales engineer helps solutions teams consolidate tribal knowledge, automate repetitive tasks, and increase productivity. Manisha shares insights on leveraging AI for RFPs, POCs, and competitive intelligence, while emphasizing that AI serves as a sidekick to enhance SEs' strategic value rather than replace them. To join the show live, follow the Presales Collective's LinkedIn page or join the PSC Slack community for updates. The show is bi-weekly on Tuesdays, 8AM PT/11AM ET/4PM GMT. Follow the Hosts Connect with Jack Cochran: https://www.linkedin.com/in/jackcochran/ Connect with Matthew James: https://www.linkedin.com/in/matthewyoungjames/ Connect with Manisha Raisinghani: https://www.linkedin.com/in/manisharaisinghani/ Links and Resources Mentioned Join Presales Collective Slack: https://www.presalescollective.com/slack SiftHub: https://www.sifthub.io/ Timestamps 00:00 Welcome 03:34 Manisha's journey to founding SiftHub 08:12 SE to AE ratios in different organizations 13:10 The changing role of SEs in relationship building 15:06 Three main buckets of SE work and how AI can help 16:30 The evolution of tribal knowledge 20:40 SaaS proliferation and knowledge fragmentation 26:51 How SEs can leverage AI effectively 31:02 Using AI to analyze POCs and RFPs Key Topics Covered The Evolution of Tribal Knowledge From undocumented information to knowledge scattered across platforms How AI can consolidate knowledge from Slack, Salesforce, call recordings, and more Leveraging recorded conversations to preserve context and insights SE Challenges and AI Solutions Managing repetitive questions from sales teams and product managers Handling documentation tasks and RFP responses Creating custom solutions across different industries and regions The Changing SE Role Shift from technical support to relationship building Evolving buyer journeys requiring deeper technical engagement Balancing solutioning, question-answering, and demo responsibilities Measuring AI Impact Time savings on RFP responses and repetitive questions Using freed-up time for strategic activities and better customer engagement Supporting more deals simultaneously with AI assistance AI as a Teammate Using AI to enhance rather than replace SE capabilities How AI can work 24/7 across global teams The future of visual and diagram-based AI assistance
Plastic and paper waste from product packaging remains an environmental crisis, with millions of tons of packaging ending up in landfills and the ocean every year. Despite growing consumer demand for sustainable alternatives, many companies still struggle to balance eco-responsible packaging with cost, performance, and branding needs. Discover the challenges and opportunities shaping sustainable packaging alternatives with Elizabeth Corbett, President of Enterprise Sales at AE Global, a leading packaging maker. Elizabeth helps brands in the cannabis, health & beauty, and consumer goods industries transition to packaging solutions that are both smarter and greener. With over 25 years of experience, she has developed growth strategies and designed sustainable packaging for some of the world's most iconic brands, including Estée Lauder, Starbucks' Teavana, and Tiffany & Co. Elizabeth argues that businesses don't have to choose between aesthetics, functionality, and environmental responsibility—they can have it all. She also works closely with the Ocean Recovery Group, a pioneering initiative dedicated to collecting, cleaning, and recycling ocean-bound plastics to turn waste into valuable materials in an increasingly closed loop that can eventually eliminate plastic pollution. We'll also discuss innovations in reusable, recyclable, and compostable packaging and how brands can achieve sustainability without sacrificing cost-effectiveness. Elizabeth suggests the best way to get sustainable packaging widely adopted is to establish rules that require post-consumer materials be used in new packaging. She points to New York's post-consumer recycled paper bag requirements that changed design decisions for brands across the country. New York, California, Florida, or Texas, four big markets from which no national brand can afford to be absent, could transform the national packaging scene. Join the conversation for a discussion about extended producer responsibility, America's fragmented, fractured recycling infrastructure, and the benefits brands can enjoy when they lead the way toward green packaging. You can learn more about AE Global at aeglobal.com.
In this episode, Eilon Reshef, co-founder and Chief Product Officer of Gong, joins Melissa Perri to discuss the transformative power of AI-driven technology in sales and product management.As Gong revolutionizes the sales industry, Eilon shares insights into building tools that empower salespeople and help them succeed. He dives into the challenges of scaling Gong to $100 million in ARR and the crucial role of focusing on end-user value.Eilon delves into how Gong captures and analyzes sales conversations to help teams close deals faster and increase revenue. He also reveals the unique organizational structure at Gong and the importance of design partners in their product development process.Want to discover how to harness AI to improve your sales processes and drive significant growth? Tune in to gain actionable insights from Eilon's experience at Gong.You'll hear us talk about:10:31 - Prioritizing Seller-Centric ValueEilon discusses the importance of emphasizing value for the end user, the salespeople, rather than just delivering organizational value. This approach has been critical to Gong's success, helping build a product that sales teams love and rely on.13:50 - Implementing a Customer-Centric StructureLearn about Gong's unique pod structure, where product managers work closely with numerous design partners to receive continuous feedback and refine the product. This approach ensures that customer needs are always at the forefront.26:54 - Embracing AI in Product ManagementEilon provides advice for product managers on how to integrate AI into their work. He emphasizes the need to practice and understand AI capabilities to effectively incorporate them into product offerings.Episode resources:Eilon on LinkedIn: https://www.linkedin.com/in/eilonreshef/More about Gong: https://www.gong.io/Work at Gong: https://www.gong.io/careers/Liveblocks: https://liveblocks.io/Timestamps:00:00 Coming Up00:47 Intro02:51 Dear Melissa06:34 Eilon's Intro & Gong's Founding Story10:31 Empowering Sales & Key Lessons22:08 Vision for AI & Its Impact on Sales31:41 Working with Design Partners & Beta Testing42:03 Reflections on Product Leadership
In this episode of the Revenue Builders Podcast, hosts John McMahon and John are joined by Parm Uppal, the Chief Revenue Officer at Benchling. Parm shares his journey through various sales and executive roles, illustrating his approach to using data as a cornerstone for the development and coaching of sales teams. They delve into the intricacies of simplifying vast amounts of data to draw actionable insights and avoid overwhelming sales reps. The conversation also explores the importance of distinguishing between skill and knowledge issues among reps, hiring the right sales leaders for startups, and maintaining a clear focus on the ideal customer profile (ICP). Parm gives practical advice for newly appointed CROs, stressing the importance of a 90-day listening tour and aligning with cross-functional teams. Additionally, the discussion touches on the impact of AI tools in sales processes and the evolving role of data in modern sales strategies. This episode offers a treasure trove of insights and best practices for sales leaders at various stages of their careers.ADDITIONAL RESOURCESLearn more about Parm Uppal:https://www.linkedin.com/in/parmuppal/Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:05] Introducing Parm Uppal: Career Highlights[00:01:54] Using Data to Develop Sales Reps[00:03:45] Simplifying Data for Effective Coaching[00:05:09] Identifying and Solving Sales Problems[00:07:30] Leading Indicators and Coaching Strategies[00:10:36] Balancing Data and Observation in Sales[00:23:29] Adapting to Buyer Changes and Market Shifts[00:35:30] Building the CRO Scorecard[00:36:58] The Importance of a 90-Day Listening Tour[00:38:48] Commanding the Plan and Talent[00:41:08] Key Metrics for Success[00:48:15] Challenges in Recruiting and Retention[01:01:34] Emerging Tools in SalesHIGHLIGHT QUOTES[00:02:15] "You can't just walk into that conversation with an opinion because everybody's got an opinion."[00:02:37] "We have so much more data nowadays. If you don't simplify it, and you don't take a step back... it can overwhelm you."[00:19:55] "It's activity with accomplishment versus activity without purpose."[00:31:00] "You can't cookie-cutter sales methodologies from one context into another without understanding the unique market dynamics.
Journey founder and CEO Stephen Sokoler appeared on Fund/Build/Scale in June 2024 to talk about how his startup pivoted from B2C meditation services to a B2B mental health platform, along with what that shift revealed about selling to enterprise clients. He breaks down the challenges of high customer acquisition costs, the trade-offs of venture capital, and the key lessons founders should know before making a major business model shift. RUNTIME 38:28 EPISODE BREAKDOWN (2:20) Why Stephen decided to found Journey — identifying the need for accessible mental health solutions. (5:07) “We probably had five or six different products that worked and didn't work until we got to where we are today.” Lessons from early iterations and failures. (7:32) Pivoting to B2B “was definitely a safer bet than to continue doing consumer, which just seemed like a dead end.” (9:26) Landing early customers like Warby Parker — how this helped de-risk Journey for enterprise clients. (11:37) Why he sought out venture capital in the company's early days — and what he learned from the process. (13:56) Knowing what he knows now, would he still have pursued VC? (17:11) Reaching product-market fit “changes the fundamentals of the business significantly.” (19:00) “One of our core pillars is that it's a global offering rooted in diversity and inclusion.” (23:17) We think it's really important to make mental health part of the fabric of working at a company, versus a random benefit.” (25:17) The three key data points Journey tracks to measure impact and effectiveness. (28:25) “You can decide: Do you want it to be a lifestyle business? Do you want it to be a unicorn?” (31:49) Work-life balance vs. work-life integration — “I don't like the term ‘work-life balance,' because then it feels like something's always kind of out of whack.” (34:29) How Stephen has learned to manage the mental toll of entrepreneurship. (37:25) “Not every business should be a venture-backed business.” Key insights on whether VC is the right path. LINKS Stephen Sokoler Journey SUBSCRIBE
The Influence of AI Agents on Provider Success in RCM How is automation transforming provider success in RCM? Join Stephanie Solich, Regional VP of Enterprise Sales at Infinx, as she shares insights on reducing denials, optimizing labor, and improving financial predictability through AI-driven Agents. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen
E&I Host:Dennis Hyde, E&I Category Marketing ManagerGuestsChris Giles, Pitney Bowes VP of Enterprise SalesCampus mail centers are busier than ever, with package volumes increasing year after year. How can schools keep up? Dennis Hyde sits down with Chris Giles, VP of Enterprise Sales at Pitney Bowes, to explore how technology is transforming campus mail operations. From improving efficiency to ensuring security and accountability, they'll cover the key strategies that help schools streamline mailing, shipping, and receiving. Relevant Links:E&I Pitney Bowes ContractPitney Bowes WebsiteCooperatively Speaking is hosted by E&I Cooperative Services, the only member-owned, non-profit procurement cooperative exclusively focused on serving the needs of education. Visit our website at www.eandi.org/podcast.Contact UsHave questions, comments, or ideas for a future episode? We'd love to hear from you! Contact Cooperatively Speaking at podcast@eandi.org. This podcast is for informational purposes only. The views expressed in this podcast may not be those of the host(s) or E&I Cooperative Services.
In this episode, Anika Zubair discusses the challenges of scaling customer success teams without losing sight of customer value with guest Saahil Karkera. They explore the importance of understanding customer value, the need for continuous engagement with customers, and the significance of personal relationships in customer success. Sahil shares insights from his experience in scaling CS teams in SaaS companies and emphasizes the need for ongoing conversations to define and deliver value effectively. In this conversation, we explore the intricacies of customer success management, focusing on strategies for effective engagement, the balance between hiring and optimizing processes, and the role of AI in enhancing customer experiences. The discussion emphasizes the importance of collaboration across teams, learning from past mistakes, and the future direction of customer success towards hyper-personalization and value delivery.Enter the Planhat Giveaway!Win an all-expenses-paid trip to Planhat Open: www.planhat.com/giveawayChapters:00:00 Introduction 12:32 Defining Customer Value 24:39 Building Personal Relationships in CS 26:40 Navigating Customer Engagement and Progress Tracking 29:07 Optimizing Customer Success Management Without Overwhelm 32:02 Hiring vs. Optimizing: Balancing Resources in Customer Success 37:04 Leveraging AI for Enhanced Customer Success 41:00 Learning from Mistakes: Collaborating Across Teams 43:47 The Future of Customer Success: Hyper-Personalization and ValueConnect with Anika:LinkedInYouTubeTikTokInstagramWebsite: thecustomersuccesspro.comCoaching with Anika: CSM RevUP AcademyConnect with Saahil Karkera :https://www.linkedin.com/in/saahilkarkera/CS Connect: https://www.joincsconnect.com/Saahil Karkera is a Customer Success leader with 9 years of experience scaling and transforming CS teams in Seed to Series A/B SaaS companies. He took an unconventional path to Customer Success, starting in Enterprise Sales at a startup that was later acquired by one of its customers. Since then, he has built and scaled three high-performing CS teams, with a deep focus on driving retention, expansion, and operational efficiency.Beyond his CS leadership role, Saahil is the founder of CS Connect—a no-fluff, results-driven community for Customer Success leaders navigating the chaos of SaaS startups. His mission? To arm CS leaders with the tools, knowledge, and network to turn CS into a scalable revenue driver rather than just a support function.When he's not optimizing CS strategies, you'll find him spending time with his two young children, Mae and Colin.Music by AudioCoffee: https://www.audiocoffee.net/
How is automation transforming provider success in RCM? Join Stephanie Solich, Regional VP of Enterprise Sales at Infinx, as she shares insights on reducing denials, optimizing labor, and improving financial predictability through AI-driven Agents.Brought to you by www.infinx.com
Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
AI-powered B2B procurement software is revolutionizing how businesses streamline their buying processes, manage vendors, and enhance enterprise sales efficiency. In this episode, we sit down with Peter Bonney, founder of FastBreak, to explore how AI-driven procurement solutions are transforming enterprise procurement technology and vendor selection software.If you're in B2B sales, procurement, or supply chain management, this conversation is packed with insights on how AI can help automate enterprise sales, optimize inventory management, and provide real-time solutions to logistics career professionals navigating procurement automation software.Peter shares his expertise on:✅ The biggest challenges in enterprise sales today✅ How AI is helping businesses automate procurement processes✅ The future of AI-powered vendor management✅ Why companies need to leverage AI in B2B sales to stay competitiveWhether you're a procurement specialist, sales executive, or business leader looking for practical strategies, this episode offers real solutions to your procurement and sales challenges.
In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Patrick Ball, Chief Revenue Officer at Crux. Patrick shares his journey through various roles and companies, highlighting his unique insights into customer engagement and sales processes. Learn about Patrick's detailed approach to streamlining sales, from initial discovery to Business Value Assessments. Discover how a well-orchestrated engagement model can drive success in complex B2B sales environments, featuring real-world examples from the financial services industry. ADDITIONAL RESOURCESLearn more about Patrick Ball:https://www.linkedin.com/in/paball/Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0Check out John McMahon's book, The Qualified Sales Leader: https://www.amazon.com/Qualified-Sales-Leader-Proven-Lessons/dp/0578895064/HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:48] Streamlining Customer Engagement[00:02:11] Importance of a Well-Orchestrated Sales Process[00:03:29] Handling Objections and Red Flags[00:06:54] Understanding the Product and Market[00:09:03] Mapping the Buyer's Journey[00:11:20] Iterative Sales Process and Internal Alignment[00:16:32] Customer Engagement and Forecasting[00:19:46] External Data Assessment Workshop[00:31:53] Engaging in Business Value Assessment[00:32:35] Quantifying Value with Customers[00:34:57] Challenges in Financial Services[00:35:19] Importance of Champions and Metrics[00:39:07] Using BVA for Prospecting and Discovery[00:48:52] Handling Procurement and Negotiations[00:53:04] Recruiting for Enterprise SalesHIGHLIGHT QUOTES[00:02:40] "53 percent of buyers select a vendor based on the buying process they experience."[00:12:47] "The process is about establishing many wins in the sales cycle, like moving through stages and closing on smaller commitments."[00:27:51] "Effective sales processes turn chaotic ad-hoc meetings into structured, goal-oriented engagements."[00:29:41] "Credibility comes from showcasing you have a process that leads to outcomes the customer can't achieve on their own."[00:40:59] "You have to tap into curiosity; it's critical in a complex sales environment."
In this episode of Masters of MEDDICC, Andy sits down with Josh Reiner, VP of EMEA at WIZ.This might be controversial, but Josh doesn't like leads. In the current landscape, while customers may be coming to you more informed, they also might be coming with more preconceived ideas about what your solution can (or can't) do. Josh tells Andy all about why it's more important to be able to go into customer engagements where everyone has an open mind about how to solve the problem. Technology presents a great advantage to the modern seller, but there is no shortcut that can replace credibility and understanding the data. Andy and Josh talk about how in the wake of AI, sellers need to avoid relying too heavily on tech, when it is our own hard work that will set us up for real success.Great salespeople are uncomfortable being comfortable. Andy and Josh discuss how A-Players are always striving to be better. As Josh says, “A-Players don't care about money because they have it,” - so the best leaders need to motivate them by challenging them to do their best.We also hear from Josh about how to build a diverse team, a winning culture and more. Don't miss this episode for an insightful take on what truly drives top sales performers and how to stay ahead in the evolving sales landscape!ABOUT JOSH REINER:Josh Reiner is an accomplished Executive with a stellar track record in the SaaS industry, currently serving as the VP of EMEA at Wiz. He began his career at BMC, playing a key role in the reverse takeover by BladeLogic, which set the stage for his leadership path in the tech sector. Josh further refined his collaborative leadership style at AppDynamics, and later at Zscaler, where he made a significant transition from the US to the UK in 2020 with his family. During his time at Zscaler, he played a crucial role in driving growth and aligning global teams to strategic objectives.In early 2024, Josh joined Wiz to lead the EMEA team, driving adoption of the Wiz Cloud Security Platform. His focus is on enabling faster cloud development by fostering collaboration between security, development, and DevOps teams. Josh champions a self-service model that meets the scale and speed demands of modern cloud development, ensuring efficiency and security are optimized in tandem.`ABOUT ANDY WHYTE:The founder of MEDDICC™ and the author of the five-star rated “MEDDICC' book, it's no surprise that Andy has an impressive sales career spanning over 18 years. Andy first started out as a door-to-door, double-glazing salesman where he quickly built up an appetite for sales, hungry for more, he started his B2B career as an SDR, progressing through the ranks to eventually lead the EMEA at Branch before moving on to set up MEDDICC™. Andy used MEDDIC in multiple companies as an individual contributor and sales leader and even implemented MEDDPICC into two SaaS organisations. Known for his mantra “Nobody ever regrets qualifying out” and his passion for the science and art of sales. Away from the day-to-day, Andy practices many skills as a chef, sports coach, taxi, and cleaner in his most important role to date - DAD.
Growth envy. We've all been there. Another company just blows up in what feels like seconds.Immediately you wonder, how could we achieve the same? Well, first step is understanding, and in this episode we break down the conditions that enabled Cursor to grow incredibly fast.(00:00) - Introduction (02:20) - Cursor and 0-100 (05:09) - The Power of Top Funnel (11:56) - The Future of Code Writing (12:10) - Teleportation and Sales (12:49) - Understanding the Funnel (13:05) - The Simplicity of PLG (14:45) - Developer Tools and Market Size (19:02) - Freemium Models in Enterprise Sales (23:09) - Challenges of Rapid Growth (27:05) - Retention and Competition This episode is brought to you by by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
Can you scale sales without sacrificing quality? Gregg Murphy and Mike Latch have done it—taking a company from $50 million to a billion-dollar run rate. The secret? A fusion of technology, strategic sales processes, and thought leadership that turns even mid-level sales reps into top performers. Now, they're sharing their insights in their book "Sales Sucks...But It Doesn't Have To: Transform New Reps into Top Performers and Scale Your Sales Org from Millions to Billions" and their AI-driven platform, Patter AI. In this episode, they reveal how they built a system that trained 250 new sales reps a month, slashed onboarding time, and transformed how complex sales are executed. We explore the power of scripting—not as a robotic sales pitch, but as a framework for high-value conversations. Gregg and Mike break down the tech-human synergy that accelerates performance and how their approach challenges the way organizations think about sales training. If you're looking to scale your team, optimize performance, and create a sales culture that thrives—this episode is a must-listen. • Sales Scaling Requires Strategy & Tech – Growing from $50M to $1B wasn't luck; it was a mix of AI-driven enablement, structured scripting, and a clear sales process that rapidly trained new reps. • Mid-Level Reps Are the Untapped Opportunity – Instead of focusing only on top performers, optimizing mid-tier sales reps can create massive gains with the right tools and training. • Scripting Isn't a Crutch—It's a Superpower – When done right, scripting doesn't make sales robotic; it empowers reps to have high-value conversations that drive better decisions and results. If you are struggling to accelerate your sales or are in need of an updated strategy reach out to the team at Thought Leadership Leverage to book a session to discuss how we can help you.
In this greatest hits episode of Confessions of a B2B Entrepreneur, Tom Hunt is joined by David Heinemeier Hansson of 37signals (Makers of Basecamp + HEY). David shares his journey bootstrapping a business in the tech industry, debunking a few audience-building myths for marketers, how he overcame Apple's threat to launch Hey, and how he maximizes their profitability by selling a service rather than monetizing their products.
In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Steve Fitz, a seasoned Chief Revenue Officer, to discuss the intricacies of selling enterprise software. Steve shares his insights on the importance of customer discovery, executive alignment, and relationship building. He also emphasizes the value of a long-term perspective and the 'grind' mindset in sales. The conversation dives deep into strategies for navigating complex sales cycles, handling procurement, and giving effective feedback to sales reps. This episode offers a wealth of knowledge for both new and experienced B2B sales professionals.ADDITIONAL RESOURCESLearn more about Steve Fitz and his company through the links below.https://www.linkedin.com/in/steven-fitz-1487a4/Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0Check out John McMahon's book, The Qualified Sales Leader: https://www.amazon.com/Qualified-Sales-Leader-Proven-Lessons/dp/0578895064/HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:49] Challenges in Selling Enterprise Software[00:02:48] The Importance of Discovery in Sales[00:04:00] Executive Alignment and Its Impact[00:05:06] Measuring Sales Success: Activities vs. Accomplishments[00:06:00] Building Trust and Credibility with Customers[00:06:54] The Art of Effective Listening in Sales[00:09:08] Qualifying Opportunities and the Courage to Say No[00:10:18] Navigating Customer Relationships and Building Partnerships[00:12:42] The Role of Patience and Timing in Sales[00:15:47] Overcoming Seller Deficit Disorder[00:19:03] The Power of Discovery and Active Listening[00:28:37] Transforming Customer Relationships into Partnerships[00:35:40] Understanding Customer Buy-In[00:36:10] Balancing Big Deals and Forecasts[00:36:58] Executive Alignment and Team Collaboration[00:38:50] The Importance of Long-Term Thinking[00:44:24] Instilling the Right Mindset in Sales Reps[00:45:41] The Value of Embracing the Grind[00:51:47] Feedback and Continuous Improvement[01:03:04] Navigating Procurement ChallengesHIGHLIGHT QUOTES[00:02:15] "You have to do your homework, you've got to know the customer better than they do."[00:02:51] "Discovery in the art of discovery has been lost in the last couple of years."[00:04:46] "If you do great discovery, the customer realizes, hey, you're a different type of salesperson."[00:11:35] "You've got to slow down to go fast."[00:21:18] "Ask the customer how they do what they currently do today and where they see challenges."[00:34:03] "The best relationship is you guys take each other to a place that you couldn't get to on your own."[00:45:26] "The grind is life. The grind is the job. The grind is everything."
+Mastering Sales Call Openers! Chris Bussing, an expert in tech sales, joins us to explore the art of starting sales calls effectively. Chris shares his wealth of experience from the tech industry, particularly in cloud services, highlighting the importance of finding an opener that aligns with your personality. From permission-based openers to problem-focused questions, we discuss how piquing a prospect's curiosity by addressing their potential challenges can lead to more successful conversations. We also explore strategic account management and enterprise selling, emphasizing the power of focus and storytelling in building meaningful connections. The concept of the "proximal peer" is introduced, showing how aligning stories with a prospect's industry or role can create a sense of identification and trust.
In this episode of The Healey Brothers Show, Jason Healey sits down with Kayley Koter, VP of Enterprise Sales at ActivEngage, to discuss the five high-impact engagement skills that can transform the digital customer experience. As a trusted chat tool provider for our stores, ActivEngage helps us connect with customers online at the highest level. Kayley shares expert insights on how businesses can maximize online interactions, build trust, and drive better results through effective digital communication. Whether you're in sales, service, or customer support, these strategies will help elevate your online engagement. Tune in to learn how to make every digital conversation count!
Kayla Burke is an Enterprise Sales Specialist at Microsoft and Founder of "The Tech Level" helping others to get a tech sales role. When Kayla graduated from college she became a business analyst but found that it didn't bring her much joy in her job. A random person told her about sales hiring going on at IBM and she ended up becoming a Business Development Manager - and has loved technology sales ever since. In addition to being an Enterprise Sales Specialist at Microsoft, Kayla launched a program to help get more folks into tech sales roles and has had great success at it. Kayla Burke: https://www.thetechlevel.com/ Kayla Burke LinkedIn: https://www.linkedin.com/in/burkekayla/ More about Women Sales Pros - we have a website, we are on LinkedIn, Facebook, and Instagram. Subscribe to our 2x a month news, and share the podcast with others! We'd love a 5 star rating and comments on iTunes if you are so moved! It really makes a difference. subscribe: https://bit.ly/thewspnews Contribute: https://forms.gle/v9rRiPDUtgGqKaXA6 Past News Issues: bit.ly/past_news_issues https://womensalespros.com/podcast/
In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by John Donnelly, Chief Revenue Officer at Qumulo. The discussion dives into John's extensive career in sales, his lessons learned, and the evolution of selling enterprise software. Key points include the importance of listening, selling value over features, and the critical role of discovery in the sales process. The conversation also covers the impact of AI on sales operations, specifically in automating BDR functions and optimizing sales activities. They highlight the shift towards AI-driven tools to enhance productivity, personalize customer interactions, and gain real-time insights. The episode wraps up with insights into John's current role at Qumulo and their innovative approach to handling unstructured data in the cloud.ADDITIONAL RESOURCESLearn more about John Donnelly and his company through the links below.https://www.linkedin.com/in/jkdhale/https://www.linkedin.com/company/qumulo/Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0Check out John McMahon's book, The Qualified Sales Leader: https://www.amazon.com/Qualified-Sales-Leader-Proven-Lessons/dp/0578895064/HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:43] Lessons from Early Career Experiences[00:06:10] The Importance of Listening in Sales[00:06:49] Challenges in Selling Enterprise Software[00:08:06] Balancing Features and Value in Sales[00:08:51] Building Strong Champions in Sales[00:11:35] Effective Sales Presentations and Discovery[00:22:15] Creating Urgency in the Sales Process[00:33:02] Understanding Human Behavior in Sales[00:34:46] The Importance of Knowledge and Skills[00:38:05] Identifying and Targeting Ideal Customer Profiles (ICPs)[00:47:25] The Role of AI in Modern Sales[00:51:02] The Future of Sales and AI Integration[00:58:59] New Opportunities and Challenges in Storage SolutionsHIGHLIGHT QUOTES[00:12:14] "Sales is not a box-checking process."[00:19:21] "Make it outside in, no matter where you are in the sales process. You have to first make it all about the person you're presenting to before you earn the right to make it all about you."[00:30:46] "People rarely argue with their own conclusions."[00:57:59] "If you're a seller, embrace the technology that's coming at you."[00:58:36] "The power of a personal relationship is going to become even greater in the future."[01:02:26] "If you follow the playbook, you will make money. You will get rich off of this.
Send us a textIn this thought-provoking episode, Mike Sabat, Enterprise Account Executive at Twilio, unveils practical strategies for leveraging AI in customer success and account management. He shares groundbreaking approaches to AI implementation, including using it as a virtual coworker and harnessing tools like Google Gemini for comprehensive account research. The discussion reveals how AI can dramatically reduce research time while improving the quality and depth of account planning.Detailed AnalysisThe episode delves deep into the practical application of AI in customer success, highlighting several transformative approaches:The conversation begins with Mike's innovative perspective on overcoming "AI writer's block" by treating AI as a collaborative coworker rather than just a search tool. This approach helps professionals move past the initial hesitation of not knowing how to integrate AI into their workflow.A significant portion focuses on Mike's revolutionary approach to account planning using AI. He introduces the concept of "meta prompting" - using AI to create comprehensive prompts for deeper research. This method, particularly when combined with Google Gemini's advanced research capabilities, transforms what was previously a days-long research process into a matter of minutes.The discussion highlights the importance of responsible AI usage, with Mike emphasizing the need to be cautious with proprietary information. He provides practical guidelines for maintaining confidentiality while maximizing AI's research capabilities.The episode concludes with insights into how AI can serve as a preparation tool for client meetings, allowing professionals to practice handling potential objections and scenarios before actual client interactions.The transformative impact on time management is particularly noteworthy, with tasks that previously took days now being completed in minutes, allowing for deeper, more comprehensive account research and planning.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.
In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by accomplished sales leader, Alex Varel, CRO at Multiverse. They discuss Alex's diverse career across media, software, and technology companies, including his transition to human capital management software. The conversation covers valuable lessons on leadership, the importance of authenticity, and the role of vulnerability in personal and professional growth. Varel shares insights on the significance of iterative improvements, data-driven decision-making, and a team-first mentality in scaling sales organizations. He also emphasizes the importance of an effective operating rhythm, recruiting the right talent, and balancing internal promotions with external hires. Varel's wisdom, examples, and memorable stories offer valuable takeaways for sales leaders aiming to drive growth and foster a culture of continuous learning and adaptability.ADDITIONAL RESOURCESLearn more about Alex Varel and his company through the links below.https://www.linkedin.com/in/alexvarel/https://www.linkedin.com/school/joinmultiverse/Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0Check out John McMahon's book, The Qualified Sales Leader: https://www.amazon.com/Qualified-Sales-Leader-Proven-Lessons/dp/0578895064/HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:00:50] Alex's Journey Through Sales Leadership[00:03:06] The Power of Vulnerability and Authenticity[00:05:19] Lessons from Defeat: Embracing Challenges[00:17:27] The Role of a CRO: Responsibilities and Mindset[00:37:17] The Pandemic of Certainty[00:37:40] Learning from Various Sources[00:38:55] The Importance of Note-Taking[00:39:25] Learning from Everyone Around[00:41:03] Operating Rhythm for a CRO[00:42:35] The Value of Skip-Level Meetings[00:45:52] Transforming to a Broad-Based Success Mentality[00:53:50] Key Metrics for CROs[00:56:56] The Role of External Leaders[01:04:03] Traits to Look for in RecruitsHIGHLIGHT QUOTES[00:12:50] "Learning is in the difficulty."[00:31:58] "You are responsible for giving accurate feedback to every executive team member, especially the CEO."[00:46:47] "You can always count on human fallibility, errors are to be expected."[00:49:24] "Driving iterative improvements in a short period is critical for broad-based success."[00:49:39] "The mindset should be about team performance over individual performance."[01:10:56] "Don't die on every single hill; prioritize your time and energy to move the needle where it matters."
Welcome to the Group Dentistry Now Show, the voice of the DSO industry! In this episode, host Bill Neumann is joined by McKenzie Fagan, Vice President of Enterprise Sales at Pearl, to discuss the transformative advancements in dental AI and what to expect in 2025. McKenzie shares her insights on Pearl's groundbreaking products, including PreCheck, an AI-powered insurance eligibility and benefits verification tool, and Calibrate, the first AI-powered clinical calibration and training tool. Discover how these innovations are changing the way dentistry is practiced, enhancing patient care, and improving treatment acceptance. The conversation also covers Pearl's impressive growth in 2024, including a significant $58 million Series B funding round and strategic partnerships with organizations like the American Dental Association. McKenzie highlights the importance of AI in the dental industry and how it can help practices uncover previously undetected opportunities, leading to increased production and better patient outcomes. Join us as we explore the future of dentistry, the role of technology, and the exciting developments on the horizon for DSOs and dental practices. Key Topics: Overview of Pearl's innovative AI products The impact of AI on treatment acceptance and patient trust Insights into Pearl's funding and partnerships Predictions for the future of dentistry in 2025 Don't forget to like, subscribe, and share this episode with your colleagues! For more information about Pearl, visit www.hellopearl.com and connect with McKenzie on LinkedIn - https://www.linkedin.com/in/mckenziefagan/. Timestamps: 00:00 - Introduction 00:48 - Welcome and introduction of McKenzie Fagan 01:36 - McKenzie's background and role at Pearl 05:02 - Overview of Pearl's product innovations 08:53 - Discussion on Calibrate and its benefits for training 12:03 - Insights on Pearl's recent investments 14:27 - Pearl's global presence and partnerships 16:09 - Leadership expansion at Pearl 18:48 - Data and statistics on AI's impact in practices 22:59 - Predictions for 2025 in the dental industry 26:14 - Conclusion and how to connect with McKenzie Thank you for tuning in to the Group Dentistry Now Show! #dso #ai #dental
The Brutal Truth about B2B Sales & Selling - The show focuses on Hacking the Sales Process
Check out https://www.brevitypitch.com/ - HOW AI SOLVES THE SALES PRACTICE PROBLEM Here is a FAQ Video on the Courses: https://youtu.be/0F7imrzjXWs Here is a deep dive into which course is best for you: https://youtu.be/JM_jgS8M-iU https://www.b2bRevenue.com - Get Your Free E-Book on How Companies make Decisions. FAQ: 1 YEAR ACCESS, PAY MONTHLY OR ANNUALLY NOT A SUBSCRIPTION OFFICE HOURS EVERY OTHER WEEK VIA ZOOM. 1 HOUR GROUP Q&A. UNLIMITED 1-ON-1'S ARE FREE AS LONG AS THEY CAN BE SHARED IN THE COURSE. 1-ON-1 ARE FULL ACCESS ON DAY ONE - NOTHING IS GATED OR TIME RELEASED. ALL CONTENT IS VIDEO BASED AND SELF PACED I RECOMMEND TAKE COURSE ONCE WITHOUT NOTES OR APPLYING IT SO YOU UNDERSTAND THE BIG PICTURE FIRST. THEN TAKE AND APPLY IT STEP BY STEP. YOU START WHEN YOU WANT AND GO AS FAST OR SLOW AS NEEDED. Email me additional questions: briangburns@me.com — SAMPLE EMAIL TO EXPENSE THE COURSE MGR, I have been listening to the brutal truth about sales podcast for X months and it speaks to the issues we face. They currently offer a course that includes video instruction, group Q&A and One-on-One coaching. I'm committed to my own personal development and would like your help in expensing the course. It would pay for itself if I closed only one new deal of $X value. Please let me know by Friday if I can move forward with this 1 year course. Thanks, ME Here are some student interviews from the courses: ———————————————————————————————————— Audible 30 day Free Trial: http://www.audibletrial.com/BrutalTruth
In this episode of Tech Sales Insights, Randy Seidl is joined by Dave Greenberger, VP and Head of North America at CHEQ, to discuss the intricacies of building effective go-to-market strategies for new product launches. Sponsored by Titan X, the episode delves into outbound sales effectiveness, customer engagement, and the role of culture in sales execution. Dave shares insights on leveraging sales ops, identifying product-market fit, and the importance of continuous learning and adaptation in sales. The episode also highlights tools like Gong and ZoomInfo that are instrumental in their sales processes. Together, Randy and Dave provide valuable lessons from Dave's extensive experience in tech sales and startup environmentsKEY TAKEAWAYSImportance of Hard Work and Culture: Emphasis on a culture of constant learning, adaptation, and hard work for successful product launches and enterprise sales.Sales Ops and Technology: Vital role of sales operations and leveraging technologies like Gong and ZoomInfo for better sales performance and forecasting.Channel Partnerships: Strong partnerships and utilizing channels are crucial, especially when selling to large enterprises.Customer Focus: Ensuring customer satisfaction and iterating based on feedback is essential for achieving product-market fit.Complacency in Sales: The importance of avoiding complacency and continuously striving for improvement and additional insights within sales processes.Coaching and Training: Leveraging tools like Gong for coaching and training is pivotal, using structured programs and methodologies.Mentorship: Value of having mentors and learning from experienced professionals in the field.Goal Setting: Implementing structured goal-setting frameworks for personal and professional growth can drive sustained success.QUOTES"The thing that separates the good from the great is just continuing to go that little extra mile.""You need a whole machine and sales ops and a set of analysts that are throwing data in your face, testing every intuition you have.""When you can go at the high range and people still spark their interest, that's when you know you start to got something."Find out more about Dave Greenberger through the link/s below:https://www.linkedin.com/in/davidgreenberger/This episode is sponsored by Sandler. Sandler is a world leader in innovative sales, leadership, and management training. For more than 50 years, Sandler has taught its distinctive, non-traditional selling system and highly effective sales training methodology, which has helped salespeople and sales managers take charge of the process.
Varun Anand is the co-founder and Head of Operations at Clay, a GTM development environment that combines data and AI to help over 5000 companies power everything from CRM enrichment to highly targeted outreach campaigns. Clay recently announced their Series B expansion, raising $40M at a $1.25B valuation. Before Clay, Varun was the Director of Operations at Newfront and the Head of Expansion at Candid. Varun also spent four years working on Hillary Clinton's presidential campaign. – In today's episode, we discuss: Clay's unconventional GTM machine 3 changes that unlocked Clay's upmarket motion Layering enterprise customers on top of PLG Scrappy sales tactics: WhatsApp groups, Reddit threads, and reverse demos Thinking long-term about brand and content Building an elite team of people who are “technical enough” Clay's contrarian take on compensation Much more – Referenced: Anthropic: https://www.anthropic.com/ Clay: https://www.clay.com/ Clay's Series B expansion: https://www.clay.com/blog/series-b-expansion Eric Nowoslawski: https://www.linkedin.com/in/outboundphd/ Figma: https://www.figma.com/ Jesse Ouellette: https://www.linkedin.com/in/jesseoue/ Kareem Amin: https://www.linkedin.com/in/kareemamin/ Nick Merrill: https://www.linkedin.com/in/nick-merrill-64562310/ Notion: https://www.notion.com/ Oyster: https://www.oysterhr.com/ Pave: https://www.pave.com/ Rippling: https://www.rippling.com/ Snowflake: https://www.snowflake.com/ Verkada: https://www.verkada.com/ Webflow: https://webflow.com/ Yash Tekriwal: https://www.linkedin.com/in/yashtekriwal/ – Where to find Varun: LinkedIn: https://www.linkedin.com/in/vaanand/ Twitter/X: https://x.com/vxanand – Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson – Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast – Timestamps: (00:00) Teaser + Introduction (03:13) Turning traditional GTM on its head (05:37) How Clay hustled for its first customers: Reddit threads & WhatsApp groups (08:53) Unpacking Clay's credit-based pricing (14:29) Building Clay's self-serve engine (16:54) Why Clay rejected the usage-based model (19:04) Clay's big bet on content (23:59) How "reverse demos" win enterprise deals (27:49) 3 changes that unlocked Clay's upmarket motion (36:59) How to build trust with enterprise buyers (38:49) Applying the land and expand model (40:40) Hiring people who are “technical enough” (46:33) Inside Clay's hands-on interviewing process (48:15) Why Clay invested in brand from day-one (50:21) Clay's contrarian take on compensation (58:35) The person who shaped Varun's career
In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Chaz MacLaughlin. Chaz shares his insights on effective recruiting and interviewing for B2B sales roles, emphasizing the importance of behavioral traits like hard work, curiosity, and teamwork in candidates. He advises on patience in the hiring process and the value of leading, managing, and listening as essential skills for sales professionals. The discussion also touches on the significance of continuous recruitment and an outside-in mentality, providing valuable advice for leaders, recruiters and jobseekers.ADDITIONAL RESOURCESConnect and learn more about Chaz MacLaughlin:https://www.linkedin.com/in/chazmaclaughlin/Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0Check out John McMahon's book, The Qualified Sales Leader: https://www.amazon.com/Qualified-Sales-Leader-Proven-Lessons/dp/0578895064/HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:31] The Importance of Behavioral Traits in Hiring[00:10:01] Key Traits for Success: Hard Work, Curiosity, and Teamwork[00:35:20] The Role of Patience and Cultural Fit in Hiring[00:38:19] The Importance of Key Character Traits in Hiring[00:40:29] Recruiting as a Never-Ending Process[00:42:05] The Rule of Three in Recruitment[00:43:07] Challenges and Strategies in Hiring[00:50:40] Essential Skills for Enterprise Sales[00:56:58] The Four Essential Questions for Sales Knowledge[00:57:57] Top Skills for Enterprise Selling[01:03:55] The Outside-In Mentality in SalesHIGHLIGHT QUOTES[00:15:47] "You are a walking audition for what it's going to be like if you're a salesperson and you're interviewing, you're a walking audition for what you're going to be like as a seller."[00:40:39] "Recruiting is not an event. It's a process, and it's a never-ending, constant process."[00:40:56] "The best hires we've ever hired are the not in play players."[00:58:28] "You've got to be an amazing listener and a fantastic questioner."[01:01:56] "If it's important to the customer, it's important to me and it should be important to us."