E138: Call Center Tech with Fred Stacey – Part 1 of 3

January 5, 2024


How is technology, compliance, and the rise of AI shaping the future of sales outreach?


For this guest series I have Fred Stacey from Cloud Call Center Search. In this 3-part mini-series we cover a wide range of call center and outsourcing topics, mostly focused around technology.


In Part 1, Fred and I cover:



  • Outbound campaigns & TCPA compliance
  • What about companies making legitimate calls to people?
  • How not to act on LinkedIn
  • Artificial Intelligence and the call center tech stack


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Connect with Fred on LinkedIn


Fred’s Info:


Fred Stacey is the General Manager and Co-Founder of Cloud Call Center Search which is a division of Outsource Consultants. Fred has been in the contact center industry for over 25 years, starting out manning the phones as an agent before moving to the operations side where he worked to recover failing call centers and start new ones. During that time he worked in leadership roles, involved in technology acquisitions and center build outs while overseeing the ongoing center operations and selecting future leadership.

Prior to joining Corey Kotlarz to start Cloud Call Center Search, Fred held executive level roles in contact center and debt collections software companies. He has managed every aspect of a software company, from running Europe, Middle East and Asia Pacific operations to co-founding startups where he served as COO. Fred specializes in contact center and debt collections software, selection, business operations and strategy.


As General Manager of Cloud Call Center Search he assists companies in identifying the right technologies for their contact center needs, and is constantly evaluating products from artificial intelligence to workforce optimization – and everything in between.

Website: 
https://cloudcallcentersearch.com/

Link
edin: https://www.linkedin.com/in/fredstaceyaincx/

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  • Show Transcript

    Jason: Welcome to the sales experience podcast. On today’s episode I have Fred Stacy, Fred, who I’ve known via LinkedIn for quite some time now. He is general manager, co-founder cloud call center search and he has been in the contact center industry for over 25 years. Starting out like a lot of people did. Kind of like myself, you know, Manning the phones as an agent, moving over to the operations side and then just working his way up and focusing on technology and improving. Fred, welcome to the sales experience podcasts.


    Fred: Thank you. I appreciate you having me.


    Jason: I am really excited because like I said, we have chatted, we’ve talked, we’ve networked, we’ve sent people each other’s way because you know, I’m on the consulting side and a lot of my clients have call centers. They need help. It’s what you do. And so for this second season, super excited that it worked out to have you on here. And so for our conversation, right, like you’re focused on a lot of technology call center implementation, a lot of different things to do. So I wanted to kind of start there obviously in the framework of who knows where this conversation’s going to go, but like if you had to like nail it down to a single piece of technology that could help a contact center, like what you see common among issues, especially if it’s sales related, like what would that be like, what piece of technology would really help?


    Fred: You know that’s the funny thing about what I do. There is never one piece of technology. You know the reality is contact centers are different. The market has changed in the seacast space which is like the omnichannel platforms or the telephony along with the other channels in the outbound world. Sales usually, you know sometimes predictive dialer, sometimes power preview but there’s so many moving parts inside a contact center that no one product is the right fit for everybody. No one product is there is no silver bullet.


    Jason: Is there any common area like or happens a lot where you like most people are failing or they need something somewhere there one.


    Fred: Demons in sales in particular. Let’s talk about that. Cause sales is that the majority of outbound, right? I mean, you know, when we’re talking about a sales contact center, um, you know, a lot of it has, it has a focus on outbound. We’ve all seen the political landscape in the way that they’re, they’re pushing, you know, the TCPA changes and and now stir shaken. That’s probably the biggest gap that I consistently see that technology and consulting practices can help sales organizations solve. 


    Jason: You’re familiar compliance piece, right? 


    Fred: The compliance. Yeah, because I mean first of all, you know anytime you make a phone call from any kind of system, you have to follow the compliance. And basically the majority of the people we’re calling are calling to cell phones. So they fall under the TCPA compliant ruling. Same way with text messaging, you know, that falls under TCPA compliance and also to VoIP based phones.


    Fred: You know, which if you read the law and follow the compliance, it’s interesting. But basically they’re trying to say if you’re calling somebody who could potentially be charged for that call, it’s illegal to do it from an automated system. So, you know, there’s the compliance pieces, but now, which they’re shaking, we’re, we’re seeing the telcos blocking or marking callers as potential spam or not even letting the calls through or devices like Apple released in its latest updates, the little function, this shut off, you know, potential spammers or unknown colors. The problem is most people don’t even know and they haven’t gone through three exercise of understanding where their phone numbers are at in that, in how the telecoms look at them. So there are technology companies and solutions out there that can help, you know, first of all, if your number, you know, gets marked as spam, if you’re out pulsing numbers, you’re toast. You’re, you’ll be lucky to get a half a percent contact rate, which in the sales world, you know, getting people on the phone is hard enough today, let alone actually significantly reducing your, your likelihood to get somebody to pick up the phone. So I’d say out of everything right now that’s going on in our technology space for sales, that’s probably the biggest gap. And the one that’s kind of easy to solve, but people are just unaware.


    Jason: Yeah. And a lot of this is predicated on the kind of robo dialer, scam power stuff being done by let’s say, the bad players in the world who are then triggering these laws to go into effect. And if you happen to be on the good guys side, A. you’re having to deal, like you said, where the Telephany is now blocking things or technology is, you know, even my phone it says spam risk through AT&T it just says, Hey, you know, you may not want to answer this. And especially because all of them are trying to mimic my area code from my phone, which isn’t even where I live anymore. So I know anybody falling from that area code, I don’t know who they are because it’s not where I live. So yeah, for good guy, you’re battling that and then you’re also having to make sure you’re compliant because the last thing you want to do is step in it yourself and then get hit with some trouble.


    Fred: Oh yeah. Well, I mean, TCPA fines are anywhere from 500 to 1500 per occurrence, depending on, you know, whether you purposefully did it knowingly violating TCPA or not, and whether they can prove it, you know, and there are people out there that are legitimate, you know, the, all they do is Sue people on TCPA. That’s their whole purpose. That’s how they make all their money. You know, it’s, it’s kinda crazy. Um,


    Jason: Yeah, TCPA and do not call like both of those, like if something’s on it, I have seen that happen several times where somebody just got a bank full of phones or cell phones and just waiting for someone to accidentally call.


    Fred: Yeah. And you know, I, in all fairness, I started in the industry, you know, in the outbound world and the sales side working on systems that just, you know, called and they would randomly generate phone numbers. There was, nobody was um, you know, opting in to be called the pack then, you know, because there was no regulation. And then I was early in the industry during the first, you know, drop call percentage regulations and all the changes there. And I mean, you know, even to this day, 26 years later, there are still people out there who were swapping their, D.I.D.s every couple of weeks because the telecom companies, you know, recognize and that’s how how it’s done is, is through their aunties. But these individual companies are still trying to do the same stuff, you know, and illegally dialing without the express written consent. And I mean, I don’t blame the regulators.


    Fred: What the problem is though, is this impacts directly the legitimate calls. Um, you know, organizations, healthcare, school systems, you know, that they don’t know about the regulations. They don’t look at this stuff. So they’re not aware that their phone numbers are being out pulse to a number that the telecoms for whatever reason have decided is a potential spam. You know. And at that point, what do you do as an individual? I missed, you know, calls from my man. I mean you can think through your scenarios of, of missing critical phone calls from an outbound perspective. But as a business owner, you know, from sales to, you know, follow up support to appointment scheduling, you know, appointment reminders. I mean this, this has a bigger impact than what people realize and you know, specifically in sales, if you don’t get them to pick up, there’s no chance. So yeah, that’s the one piece. It’s a tough one though because may not, there’s so many different solutions out there for different types of companies, integration points, etc.


    Jason: Yeah. And obviously we’re nerding out on the legal side. We are rich for some of the people listening. If you’re an owner or a manager of a company, you either know this or you just want to put your head back in the sand and hopefully not have to deal with it. Because I’ve seen both types of owners, the ones who are like, I am tired of paying these fees or I want to make sure the contact rate is better or I don’t care and I don’t want to know about it and just keep running with it. And so, you know, obviously there’s those owners, but for the sales people who might be listening to everyone else or you know, the rest of the sales experience podcast type of listeners. You know, the thing to keep in mind too, and this is, this is what I, I try to impress upon people in contact centers in sales is how do you react when somebody calls you, even if it’s not a spam thing, but you don’t know who it is or when anyone calls you.


    Jason: Like how do you react to keep that in mind as you’re making your phone calls and trying to reach out to people. Especially in this, you know, the other, you know, lingo we word is the omnichannel, but it’s like phone calls, emails, messages. Like how can you get ahold of people because of the way that the bad players have done it. You know, there’s now a resistance to just answering your phone at a random call, right? Like, yeah, back in the day when I was a kid, I’m sure you’re the same way. The phone rang. That was exciting. It was somebody you knew it was cool. And then now here we are. Same thing with the door. When somebody used to come to the door, it was exciting. It must be a neighbor or a friend. And then it, you know, people went door knocking and then it’s like, wait, now I don’t want to answer the door. So you’ve got to keep that in mind. If you’re a salesperson is being empathetic to what the other person is thinking and then like, okay, how do I get ahold of them? You know, what makes the most sense? And then how do you obviously leverage technology to make sure that you can do that at scale and you know, and win that,


    Fred: yeah, and I, I think, you know, you continue that thought to today’s modern world and I mean, let’s take LinkedIn, uh, one of my favorite, the way you and I, it’s one of my favorite tools, but throughout the last five years it’s, we’ve all been so inundated by how reach that is poorly done by people spamming. I’ll be the first, any of your listeners, if you send me a connection, I’ll likely accept. But if you send me a follow up request that is basically a sales pitch, three pages long, trying to convince me to buy your product, I’m probably going to block you. Um, you know, it’s, it’s that stuff that, you know, it’s forced us all to change. Right. You know, we’ve, I, I’m on the B2B side, you know, as you know, but for the audience, I, you know, I work in technology, so, you know, it’s high end long sales cycles to get in front of somebody in our industry.


    Fred: Even with my experience, you know, my speaking engagements, all the things I do for content creation, it’s really hard even for me, you know, because of everything that’s happened over the last five years of the spammers and the people abusing it. I used to be get excited when I’d get a new connection request. Right now, I don’t always get to them. You know, it’s changed my behavior even for somebody who’s very active, you know, in, in LinkedIn and, and social media in general. But it’s forced me to change my behaviors. So you’re right. I mean you gotta think about, you know, what’s your audience is experiencing, build a relationship. I mean stop spamming there. He goes, I, I’m off.


    Jason: No, but I completely agree. And obviously business to business, business to consumer, whatever it is. I mean it’s the same kind of focus and same strategies, whether it is, cause it’s still like, you know, a better term for it and I haven’t fully adopted it, but it’s, it’s human to human, right? Like some people say it’s not B to B, it’s not B to C, it’s H to H it’s one human to another. So whether it’s LinkedIn or it’s phone calls, emails, texts, whatever that is. But I’m the same way. I accept almost pretty much every LinkedIn requests. But over the past year specifically, I just see some come over and I go, I know if I accept this, I know what’s going to happen next. I know either they want to sell me leads, which I get a lot of, or they want to help me grow my consulting business on LinkedIn and find me more appointments and contacts. And I know literally they’re just going to go right into that mode. And that’s their goal. Which again, I can appreciate if I have that problem. If I don’t have that problem, I don’t want to engage. But if I do, you know, I want to have a resource. So yeah, that’s the balance.


    Fred: Yeah. And I, you know, I try my best to respond to people. I mean, cause we’re in this business, right? You know, we’ve got sales development reps that, that do outreach and we do it ourselves. And I mean I get it, but do it right. You know, take a little time, read my profile and understand at least where, you know, it looks like we’ve got a connection. Try to build a relationship. I mean let’s state a little bit, you know, try to throw a ring on it. I don’t know, but exactly. I mean nonetheless we go down that tangent.


    Jason: Let’s stick, let’s stick with technology. Cause I think most people could probably empathize with that if they’re anywhere online and you know, they’re going to be hit up on that side too. So one question that I had and one thing you know, I’m not, I know a lot about it, but you’re obviously on the forefront and your, you know, on the emerging side is where do you see tools like AI coming into making impacts? Let’s say let’s, you know, sticking with sales, but with a sales contact center,


    Fred: it’s always interesting. You would be surprised how many people call me up and say, you know, Fred, I need an AI strategy. It’s such a buzz word right now, but everybody’s talking about it. So I mean it’s, it’s valid, right? It is a valid buzzword. It’s not like social media management. Back in the 10 years ago when we first started talking about it, until we realized that, you know, five agents were actually gonna use it. AI has, has a broad, deep and wide application in everything. So let’s talk about sales-based use of AI. So first of all, the voice-based tools out there that are essentially bots for outbound. There are a few tools that in a very simplistic environment actually have some functionality, but very rarely do they leverage AI. So, you know, I recently wrote, I don’t know if you’ve got a chance to read this on AI versus automation. You know, there’s, there’s a lot of this going on in our space right now where people are passing logic based automations as AI. Um, you know, the biggest variable you want to look at and just recognize it’s not that logic based automations don’t have places, right. You know, they do. They’re very, very useful. We’ve been doing if then statements for 20 plus years and with basic AVRs all the way through NLP engines and that’s natural language processing for the audience in case they don’t nerd out on this stuff.


    Jason: That’s it for part one of my conversation with Fred Stacey, if you want to check out all of Fred’s links prior to the end of the three-part series, go to cutterconsultinggroup.com/podcast, find the episode, find the transcripts and all of Fred’s links there. And as always, keep in mind that everything in life is sales and people remember the experience you gave them.


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By Jason Cutter February 26, 2025
How Can You Predict The Future Of Sales Ops? One of the keys to sales success is to be able to predict the future – what that other person is thinking, what they might say, what they will experience, how they will feel about the product/service. But what can you do – from a sales ops leadership perspective – to predict the future in masse of all the potential customers that will flow into and out of the sales process/funnel? That is a really tough one, but it is doable. Meeting Prospective Customers Where They Are The key is to always meet the prospective customers where they are and with the experience they hope to find. It’s a common theme now in these articles because it’s important AND widely disregarded – your potential customers do not care about you, your sales team, your company, your industry. They don’t care about your stats, your testimonials, your logos. They don’t care about your mission statement or your values. They only care about themselves. They also firmly believe that there is currently unlimited choice for any product/service, which means that everything in their mind is a commodity. Easily replaceable and interchangeable. Nothing (other than iPhones…which you can only get from Apple) is special to consumers unless they feel like it should be special. Are You Still Making It All About You? There is a good chance you are still running a marketing, sales funnel that is all about you. I bet if I looked at your company’s website that from the top down it’s all about you (the company). How great you are. What you do for people. What you have done for others. I bet if I tried to speak with your sales team, I will be made to go through your process whether I like it or not. Maybe fill out a form and wait for a response. Or made to call into a toll free number, even though I don’t want to talk to someone yet. Or made to use a chat widget on a site to get started. I bet when I speak with your sales team, 70-80% of the conversation will be about them, your company, and how amazing you all believe you are. This is all fair. No one starts a company to be mediocre. The goal is to provide value and make money. The missing piece, again like I said above, is no one cares about your goals. They only care about themselves. Predicting What Customers Want From The Sales Experience Back to your mission as sales ops leader – predict what massive amounts of prospective customers are going to want from the Sales Experience. It’s why I wrote about it last week and even offered up a book for free to help in any way that I can. To succeed at your mission, you have to stay ahead of the curve of what the public, and specifically – your buying demographic, psychographic, and valuegraphics, want from that experience. Key Questions To Shape The Sales Experience Do they want to call, text, email or chat? Probably all of them…so can you offer each one? (Don’t make someone decide if they want to go through your hoops…remove all the hoops) Do they need to see pricing online – should it be available and transparent? (In most cases, yes) What sales process will be ideal for moving the most people through the sales conversation to a successful outcome? (More discovery, empathy, active listening. More front-loaded about them, not you. Use the Authentic Persuasion Pathway as your model) Who are the decision makers? Is that individual going to decide or do they need to check with others for approval? (Set them up for success, and don’t force them to make a decision in the moment – you will just lose the potential sale) What type of follow up do they want and need until they make the buying decision? What type of post-purchase follow up would go above and beyond a) their expectations and b) what others in your industry do? If there is an ‘onboarding’ stage after the sale – how can you make that actually customer centric and successful? (It is rarely both) Can You Stay Ahead of the Curve? Remember – evolution is natural. The buying public is always evolving their desired sales experience. Can you predict the future of what they want so that when they encounter your company it matches what they were hoping to find – both in the experience and the solution to their need?
By Jason Cutter February 25, 2025
How do you, as a sales leader, help your team become Oracles that can predict the future? [make sure to read the Selling Effectiveness article this week https://go.sellingeffectiveness.com/LI.2.25.AM ] There are five ways to facilitate their Oracle-ness. Be Present in the Moment First, you have to get your salespeople to be in the moment. The challenge that most salespeople (and…humans, for that matter) experience is they are always thinking ahead. Salespeople default to thinking about what they will say next. The next part of their script or process. The next question they want to ask so they can get through discovery. The next part of the agreement they need to discuss and review. Their mind is too busy thinking about what they are going to say and do next, that they aren’t present. As weird as it sounds, if you want to predict the future you must be present. I have said this for decades: the moment you no longer need to think about what you are going to say/do next and can actually be present with your prospect and truly listen to what they say (and don’t say) – you will become a sales professional. Master Active Listening Second is Active Listening and paying closer attention. It’s actively listening…it’s taking what I mentioned above and putting into place. First step is to be present, second is to actually listen. For what they say. For what they aren’t saying. For changes in their tone. For when they are talking to someone on the side – who are they talking to, and is it about your sales conversation? If you sell in person, reading their body language and facial expressions. You must help them develop an almost sixth sense of listening (and yes, I know hearing is one of our senses…but this goes beyond hearing…it’s truly, deeply listening). Ask Better Questions Third, is to help them ask better questions. So many people in sales ask the discovery questions they are required to ask in order to check the discovery ‘box’. Or, they have done sales long enough they know all the answers, they think they know what everyone wants and why, so no reason to even ask questions. [Note – this type of salesperson thinks two dangerous things: 1 - everyone is the same and wants the same thing, 2 – people like to be sold to.] When your team asks better, deeper discovery questions with a focus on uncovering the what and the WHY, they will get better answers. Remember this – when you ask the right questions and you listen close enough, each prospect will tell you EXACTLY how to help them buy. Build Up Experience Fourth, build up experience. If you want to predict the future it comes from enough experience to know the probability of what will happen. For example, when I am in a season of commuting from home to an office, I am the type of person that can predict exactly what will happen on the freeway. Which lane is always faster around certain exits, which lanes always slow down, how much leaving five minutes later can make the drive suck a lot more. How do I know what will happen on a freeway with hundreds and hundreds of random people? Because of experience (and the fact that most people are just going through the motions in life so they become predictable). The more experience your team has with sales scenarios, they more they can predict the future. I generally see that it takes about six months for most people in a new sales role to have seen enough scenarios where they can start to know what will come next before it happens. Trust Intuition The fifth and final trait to help them with is intuition. One definition of intuition is “a thing that one knows or considers likely from instinctive feeling rather than conscious reasoning.” It’s that feeling you get when you know something, even if you cannot explain it. It’s what Malcom Gladwell wrote about in Blink! It’s what we do very well as humans, even if we don’t listen to it. The more you can help your team tune into their intuition and listen and trust it – the better they will do in helping persuade that other human. This goes back to the first suggestion – about being present. When your team trusts they know what to do and say next and they are mentally living in the moment with that prospective client, they can let their intuition guide them. Conclusion When I do trainings, public speaking, facilitating meetings, interviews, and sales – this is my main key to success. I trust and know that I have the experience to handle whatever comes my way in the present moment, while also knowing the destination I am heading towards. I can be present, let that experience and my intuition guide me instead of getting stuck in my head and worrying about what I will say next. Get your team to do some or all of these five steps – and they will become an amazing Oracle.
By Jason Cutter February 25, 2025
The Oracle’s Role in The Matrix If you have seen the Matrix movies, starring Keanu Reeves (as Neo), then you are familiar with an Oracle. In the movies, the Oracle knows what will happen. She has seen it, and it is predestined. In the Oracles mind there is no such thing as free will. In the first Matrix movie, Neo goes to visit her and knocks a vase off the shelf, and it hits the ground and breaks. Right before he hits it, she says “Don’t worry about the vase.” Neo says, “How did you know?” Then the Oracle responds with “What’s really going to bake your noodle later on, is would you still have broken it if I hadn’t said anything.” Becoming an Oracle in Sales Your mission as a sales professional is to be an Oracle for your prospects and clients. To know the future. Then be able to see around corners, as they say. Which means you know what is going to happen before it happens, because you have enough experience that you have become a psychic. You want to be able to predict, with amazing accuracy: What will happen next What will happen after that What issues will pop up What your prospect/client is thinking before they think it What concerns they might have before they have them Eliminating the Fear of the Unknown During your presentation/demo you want to set the expectation of what is going to occur next. Remember, humans fear the unknown. They want to avoid risk as much as possible. Your sales presentation is risky and dangerous and very unknown. They don’t know if you have good intentions or not. Are you going to persuade them? Are you going to try to manipulate them? Are you going to overcharge them? Will you actually care about what they need and want? Dealing with salespeople is so scary. Yet they still need and/or want something, so it’s the dangerous game they must mentally play. Guiding the Buyer Step by Step When you explain what you are going to do in part 1 of your process, and then what that part is done you let them know the plan for part 2, and so on – they will be at ease in the moment. They will feel like they have control over this portion, that there is an exit they can take if they don’t want to proceed. That level of control will help them accept the risk of part 1, and part 2, and part 3. Tell them what you will do. Do it. Tell them what you did. This will validate that you can be trusted. Predicting Thoughts and Feelings The next level is being able to predict what they will think and feel before they do. You can use this information in your presentation (without telling them what you are doing). You can also verbalize it, which could sound like “I am guessing from experience that you are probably wondering about _____, so let’s cover that right now.” Or “most people I speak with ask about _____.” They will think – wow this person knows what I am thinking, he/she is in my mind! And that’s a good thing. A really good thing. Conclusion The more they feel like you know what you are doing, know what they are thinking, know what they are afraid of – the more they trust you as a Guide. Because Guides only know what they know because they have helped other Heros successfully accomplish their journeys. Your mission as a sales professional: Become an Oracle.
By Jason Cutter February 19, 2025
What does it take to build the ideal Sales Experience? Why does it even matter? Maybe you think you already have one. You are a professional sales ops leader. You have put everything you can in place to help your salespeople sell more. You have optimized the processes so that your sales team can focus on one thing – selling. But I promise – even if you think all of that is true, it’s not. The Reality: No Perfect Sales Experience Exists I have never seen any company or team with the ‘ideal’ Sales Experience and operation. And to be honest – I have never built one successfully. Why would I admit that? Because the ideal Sales Experience is aspirational and business, teams, processes, and customer needs/desires are constantly changing. So as soon as you put new processes in place, something else needs to change and evolve. The Scalable Sales Success Iceberg In my Scalable Sales Success Iceberg – there are 24 categories that, when built out, create a scalable sales machine – where you can add in an input and get way more output. I would love to see companies have all 24 categories set up and running optimally. But that’s not even possible – because, as I mentioned, things are always changing. Focusing on the Biggest Levers Here is the key – to build the ideal Sales Experience takes focus on the biggest levers. The ones that, when pulled, create the biggest and best results. There are many processes and systems that you can put in place – but those are going to get you a few percentage points of improvement. Instead of putting it all in here, I want to make you a special offer. Email me at jason@sellingeffectiveness.com with your mailing address, and I will mail you the book that I co-wrote with Nick Glimsdahl called Reasons Not To Focus On The Sales Experience. It will be your starter guide, facilitating the creation of your ideal Sales Experience.
By Jason Cutter February 18, 2025
The Numbers Game Mentality is a Losing Strategy Sales is no longer a “numbers game.” You cannot succeed, long term, by focusing on volume of activity. Making a million dials, sending a million emails, knocking on a million doors (the first two are way easier than that last one) is a scorched earth strategy that will sink your business. You can’t out-dial a bad sales process. It will lead to even more bad online reviews. You can’t out-email a terrible sales funnel process that requires people to jump through poorly planned hoops. You can’t out-knock your way past slimy tactics and bad products/services. The Danger of the "Every No Gets Me Closer to a Yes" Mindset The whole “every no gets me one step closer to a yes” mentally is dangerous. That mindset and strategy assumes that it’s a numbers game. That the only thing that matters is finding the right person who will buy from you. Potentially, no matter what you even say – they are just ready to buy. Not only will this destroy any online reputation you have it will also wreak havoc on your team. It is the fastest and best way to burn out your team. It will lead to a revolving door or hiring, training, and quitting as people realize how unfun the game is you have built and how hard it is to be successful. It will also feel like a mismatch – very few people (and hopefully even less over time) are long-term excited about the business model of calling 500 people a day in hopes of making a few sales. If It’s Not a Numbers Game, Then What Is It? It’s quality over quantity. [Now…note – it does take a certain quantity of activity to fill a sales pipeline. So I am not saying that your sales team can just sit and wait for people to fall into their pipeline with money in hand.] It’s about the Sales Experience. It’s about your team ensuring that they are providing the right and best experience for that potential customer – in a way that sets them up to get into the buying mood and mode. All that matters is the Sales Experience. How can you support your team in terms of the quantity of activity to fill a pipeline, and then the quality of interaction that leads to sales? What Does an Ideal Sales Experience Look Like? What does that look like – the ideal Sales Experience? It’s when your team understands that the potential customer they are speaking with only cares about themselves. They don’t care about the salesperson, your company or the product. They are only focused on themselves. It’s when the Discovery/Empathy portion of the conversation is the most important part. Does your team realize that everything after Discovery – when done right – is just a presentation of the solution? It’s the fact that when you combine the parts of the Authentic Persuasion Pathway (Rapport + Empathy + Trust + Hope + Urgency) that the assumptive close is all you need. If your team is having to ask for the sale they are doing sales wrong. And don’t confuse earning the right to close with asking for the sale. The Sales Leader’s Role in Creating a World-Class Sales Experience Your job as a sales leader is to ensure your team understands that the only thing – above all else – is the sales experience they provide to each potential customer. That customer knows that they have the power and the feeling of unlimited choice. Which means they will decide who to give their money to based on the experience they have with buying from a company. How can you shift your team away from the numbers game mentality to actually providing a world class sales experience to each and every person they speak with?
By Jason Cutter February 17, 2025
The Abundance of Options Today we all have lots of options. While writing this I could speak into my phone and order whatever I want. I can get food delivered before I finish writing this article. I could get a TV delivered to my door before I wake up tomorrow. When someone wants to buy something, they are armed with as much information as they want to access. They can research, read reviews, and watch videos about a product or company. The Shift in Power to the Buyer Because of this, the power balance of sales has shifted away from the salesperson and company to the buyer. Knowledge is power – and they now have all the knowledge they want. With knowing that they have ultimate choice of what to buy (internet and globalization has led to the ability to order anything you want from anywhere…so you are no longer limited to the stores you can drive to and what they have on hand), it means that everything is a commodity in their minds. Nothing is unique or special. Everything is interchangeable. Does the Sales Experience Even Matter? So, this means the sales experience doesn’t matter anymore. There is no reason to put effort into the sales process, the conversations with potential customers. No value in spending time trying to ‘help’ people – since they just view products, salespeople, and companies as interchangeable. You are not special, so there is no benefit in caring. They will walk into your store, and they will decide what they want. They fill out your online for, and they decide if they answer when you call and how the call will go. They walk up to your event/booth, and they decide how the interaction will go and if they want to listen to your elevator pitch. They will let you know if they are interested in moving forward. They will let you know how they want to buy. So, like I said above, there is no real value anymore in the sales experience. Or could it actually be valuable? Is it possible that all that matters IS the sales experience? If people feel they have ultimate information and control of the buying process, how do they decide on what to buy and who to buy from? When I search on Amazon for a product type I have never purchased before, how do I pick? When I want to go shopping for garden supplies for the house, how do I pick where to go? When I need to buy a new fridge, who will I hand my money over to? The cheapest place with terrible service? The place with reasonable prices and great service? The Sales Experience Shapes the Decision I choose based on the sales experience that I will receive. With everything else being equal, I (and I believe most people) will select the place to shop at or the products to buy online based on the experience I receive. To me all that matters is the experience. While I am trying to buy something. Once I receive it – ensure it does what I need it to do. With the feeling of unlimited choices, it can actually be harder now to buy something that in the past. People get into analysis paralysis more often. Which means that for consumers to buy something new they need help. They need a professional salesperson. They need a sales experience that matches their expectations. They want a guide who will help them make the right decision for them, with an experience that goes above and beyond what more people receive any more when they walk into a store, call a company’s toll-free number, or visit a website and have to fill out a form. If you want to succeed in sales – the only thing that matters is the sales experience you provide.
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