April 6, 2017

#425. How to Engage the Interest of Prospects. With Jeff Schmidt.

Jeff Schmidt, Senior Vice President of Global Sales and Services at ClearSlide, joins me on this episode of #Accelerate!


[:41] Jeff got started in sales selling contingency placements as a search consultant. He moved into a full-time sales job for VMX, selling call processing software (early voicemail). He sold by cold calling on the street.

[2:08] Jeff tells of his SaaS sales journey, leading to his move to ClearSlide to sell solutions for sellers and marketers. Jeff is excited to be selling a product he uses everyday!

[4:00] The biggest internal challenge facing sales reps, is getting the sales stack to work effectively. The biggest external challenge, is aligning buying and selling processes effectively; knowing where the customer is, and what they need next.

[7:02] Sales reps already know how to send out emails, but as far as calling goes, they need to know better what their audience wants to talk about, to have it ready to discuss, and to conduct the interaction to move the sales process forward.

[9:19] Managers need to coach reps on their engagement skills, and also on their reporting compliance.

[10:22] ClearSlide, a sales engagement platform, has three pillars: Content (for interaction), Communications (reporting the interaction), and Insights (helping sellers prepare for the next conversation).

[16:18] The last mile of the buying journey is critical. Jeff tells how to inform the prospect, and align with their progress.

[17:44] Sales insight into stakeholders is crucial, whether in small companies or large.

[18:46] Jeff asks, how do you solve ‘hopecasting?’ There is a reticence to adapt processes to fit reality. Leadership must be accountable for insights; marketing must provide and curate content; sellers must be accountable for executing sales.

[21:59] “We can live and work with yeses and noes, but maybes are killers.” — Jeff Schmidt. Engagement data provides important qualitative insights.

[24:16] Proceduralize and understand what you want from each tool in the sales stack. Integration involves not only the technical flow of data, but insights informing the conversation.

[25:33] Jeff explains how to qualify prospects. Qualify properly, or disqualify properly. These directed events provide additional insight to work on productive leads. Percentage of conversion of pipeline is an important metric.