Category Archives: Tools

Some Notes on a Fresh Outlook

I was once a Product Manager and dealt with 150-200 actionable emails a day.  In the Pre-Sales role the volume tends to be lower and much of it is essentially instant messaging. The challenge of handling, organizing, and cleaning up the mailbox remains.

As a Product Manger, I would do email in batches.  I’d stay off the email server for half the business day, then dedicate an hour to downloading and manually processing messages into folders for Today, Tomorrow, and Next Week.  Then I’d tackle the Todays and Tomorrows as a priority.  Next Week was a black hole where emails went to wander, lonely and forgotten.  I figured if it was important, people would ping me again.  They usually did.

In my Pre-Sales role, the trick is keeping the number of folders simple and taking advantage of the email folder’s search box.

I have offline folders for Opportunity, Product, Corporate and another for Travel.*

 Anything Opportunity related- sales team notifications, strategy emails, messages from the customer, documents, etc. get stuffed there.  I can find anything I want with a keyword search using names of people involved, the customer name, or something unique about the situation, e.g. “Smith, Marketing, MegaBigCo” and voila, it’s one of the resulting items that has been filtered out.

 Product gets any interesting Product Management announcements, hints and tips, customer reference stories, presentations, answers to technical questions shared by the Pre-Sales community.  Again, finding content is judicious keyword searching.

 Corporate gets the occasional organizational announcements and anything else that looks like business news.

Travel is an online folder to hold all my travel reservations and receipts, and is conveniently accessible from my smart-phone when I land and wonder what hotel I’m staying at, or what time my return flight departure is.

Storage space is cheap; searching and indexing are impressively fast and effective; I hate over-organizing with color coding, multiple levels of sub-folders, flags and follow ups and categorization.  The tags you need to find information are already in the documents.  Use them.

*Actually, I have another offline folder I call Praise. Any feedback from reps or people I’ve helped gets stuffed there. It’s surprising how many “thank you!” or “awesome job!” emails pile up through the course of the year.

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I Made Them Up

I had a list of questions I expected in the demo and knew I wouldn’t be able to answer; questions about configuration of this and that, system architecture, product road-map, etc.

I shared the list during the dry run, asking who would take ownership for each in the meeting proper. This vetting of the list helped make sure we had the right people in the meeting, and that answering the questions was quick, helpful, and professional.

Someone asked where the questions came from. “I made them up.” Hilarity ensued. “Seriously. I think these are the questions they’ll have.”

We’re so programmed to solve problems, to score well on the test, that these were presumed a list of requirements- yet another homework assignment- from the customer.  And by answering formal questions with the best answers, we’ll be picked.

No.

This list of questions was ours.  It was necessary.  It was the result of thinking about the customer’s situation and what they’ll want to know, how they’ll perceive the solutions, how they’ll attempt to grasp our something different from what they have today.

The questions aren’t requirements. The questions are the poking and prodding the customer will do to understand our message.

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Letting Go?

You work in teams.

Teams imply collaboration

Collaboration implies more than one person responsible for execution.

A challenge creeps into this cooperative approach, this division of labor, even when those in the team execute according to expectations. Their execution and vision isn’t the same as yours. It’s of a different quality. The writing – the messaging you’re trying to craft- looks like it came from a committee. The audience will see this. 

But…

How far can you push before the whole project crumbles? Do you let go and face the audience knowing it isn’t the best? Do you go all Steve-Jobs-it-must-be-insanely-great on the team?

Tough call.

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“Why, I just shake the buildings out of my sleeves.”

Architect Frank Lloyd Wright used to cajole his architect students with this quip.

He meant that he was constantly working ideas out in his head and the process of drafting, of drawing, wasn’t creative, it was just the point at which he put his ideas down on paper.

You’re always thinking.  Media such as pen and paper, Post-it® Notes, blogs, and recordings help thinking along.  If you wake up in the middle of the night bursting with ideas, get out of bed and write them down.  Welcome associations from every aspect of life.  Mash-up your experiences against software systems expectations and create a new line of thought.
Your presentation and demonstration preparation are idea capture and articulation.

Shake those solutions out of your sleeves.

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W(h)ither email?

The world of communications has been undergoing drastic changes in the last decade.

Instant messages.  Tweets.  Direct Messages.  Notifications.  Postings on your wall*. Texts. Comments.

Diggs. Pins.  Pluses. Reddits. Likes. Recommends. such del,icio.us.ness.

But with us still is the lowly Inbox, bastion and lord-fatherer of direct messaging and spam, the catch-all and ever-over-flowing message box for all these new social services.  “Do this, have you seen, where are you, how are you, can you get back to me, internal only, high priority, end of day, please join the call we’ve started without you.”

All our devices bend over backward to serve this lowest common denominator. If you need me, the Inbox is the place to find me.  It really hasn’t changed much in the last decade. To, CC, BCC. Re, Fwd. Reply. Reply all.  Grandma gets it and the eight year old can leverage it.

Why hasn’t email changed?  Is it atomic? Can it go away?  It’s Pavlov’s Bell, calling us to nibble our way through the day.  It’s the central communications of the business user; the Knowledge Base, address-book, file system and calendar; the bane of IT and the one toolset users truly learn in depth.  Well, that and Excel.

Whither email? Here today, tomorrow and next week.  Wither? Never.

*Honestly, I tried Facebook for fifteen minutes and found it incomprehensible. But in those fifteen minutes I did receive friend invites from acquaintances of acquaintances and, well, my time is better used than that.

Three strategies

Evolutionary.  Your product has better features/functions/usability than the competition.  You know these points well and can bring them to the front in demonstrations.  Usability, capability, and ease of access all play a role here.

Revolutionary.  Your product has taken the market expectations and gone a whole generation beyond.  You’re thought leaders, innovators, and the risk-taking customers clamor to be with you.

Visionary… in the eyes of your customer.  You look at their needs and find a way to revolutionize their business.  You bring unique combinations of capabilities (some of them even mundane) together to help them better achieve and define themselves. This is what they start to see in the Revolutionary solutions, but here it’s brought into sharp focus.

Being Visionary is the joy of business.  It is truly the engineering side of Pre-Sales.

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Please speak into the microphone

At a seminar this week, in a conference room crammed with thirty of my ‘Type A’ peers, a presenter stood up and said “I’m not going to use the microphone, can everyone hear me okay?”

He encountered an immediate and emphatic chorus of “no!”s, relented, and used the microphone.  The presentation continued without incident and everyone understood him.

There’s a kickoff meeting for the sports teams at my local high school every athletic season.  The gym is filled with parents and athletes and without fail, the Athletic Director stands up for his presentation and says, “I’m not going to use the microphone, can everyone hear me okay?”

The audience fails to respond* and he continues without the microphone.  The presentation continues without incident, nobody understands him, and everyone’s time is wasted.

Who’s to blame?

*Except me. When I say “No” those near me turned around to hammer down the nail that stuck up.

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A Voracious Appetite for Learning

One of the fundamental requirements* of the Pre-Sales role is learning.

There are always new products, new industries, new technologies and new approaches.  There’s so much learning to be done that sometimes it’s hard to find time for doing.  But then again, you can get so caught up in the doing, we don’t make time for learning.

Try to learn, think, and create in the morning when your mind is fresh.  Do it before you check your distractions: email, calls, and Twitter. Use your brain in the morning and save the afternoon for the tasks at hand.

Learning isn’t something that happens to you.  You happen to it.  Happen to it in the style that works best for you.  Do you read?  Do you need to see something?  Hear someone explain? Do diagrams make the most sense to you?  Are you driven by examples? Do you have to be physically active, taking notes and interacting with the materials?

Books, blogs, videos, podcasts, forums, presentations, documentation, sample data, sandboxes, and mentors can be found, and found at the speed of an internet search.

*Requirement is such a harsh term. Learning is one of the fundamental joys of the Pre-Sales role.

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Fifteen good minutes

Success is 10 percent inspiration and 90 percent perspiration.

Thomas Edison

Which comes first?  In the line of Pre-Sales, I’ve found inspiration takes the form of fifteen good minutes of quality thinking, usually occurring somewhere towards the middle or end of the perspiration.

Help the inspiration come along.

My catalysts for thought involve physical action- pacing, juggling, playing a musical instrument.  My best feedback comes from the trees along the trails near my home.  My Uncle Jim referred to his dogs Rufus and Schmaeser, companions on his long walks, as his ‘financial advisors.’

When the inspiration comes, catch it.

Writing is the taking down of ideas.  My penmanship deteriorates with the increased pace of fleeting ideas.  Essay writing and bullet points can be linear, constricting.  Open up your thinking processes with mind-mapping diagrams, Post-It notes, or note cards.  They make it easy to let your mind go, and you can (literally) organize your thoughts later.  Voice recording applications are available for our smart-phones. Plug in your headset and start talking your ideas into existence.

Digital equivalents exist for most of these tools, with the added benefit of ease of sharing, persistence and re-use.  Consider FreeMind for mind mapping and LinoIt for Post-it® note style thinking.

When those 15 minutes come, will you be ready?

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