Your Signature

You’re in a customer-engaging role.  Make it easy for a customer to contact you.

Your signature:

  • Should
    • always be included in email correspondence
    • be configured on your desktop, tablet, and phone*
    • provide your name, title, preferred phone number in a clickable format, and email address
  • Could
    • list professional titles and certifications
    • include your street address
    • have a link to a targeted website landing page**
    • include a quote or marketing slogan
  • Might
    • include timely promotion of an event or industry award
    • be better if it didn’t include pleas for causes that aren’t related to your business
*Why advertise for iPhone and Verizon on every email?
**Don’t give them the corporate home page.  They can guess that.  Point them toward a page about your area of expertise, or a customer story
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Gazing into the hazy future

Editor’s note: This post went running off into a direction I did not expect when I sat down to write about the role of Pre-Sales in the near future.  My pre-determined conclusion was “of course Pre-Sales will always be needed.  We help explain complex stuff to people in the sales process.”  We’re the last role you can afford to get rid of in Enterprise Software sales, or sales of any significant capital investment in technology.

But what if the premises change?  What if enterprise technology is no longer a capital investment?  What if it’s not complex?

Well, that’s something else entirely, isn’t it?

Below, I begin to track the direction the marketplace in which we live and operate is headed by considering technology, licensing, and usability trends.  It’s incomplete; there’s a lot of thinking to be done here.  I’ll be chasing these scrambling ideas and trying to catch up with them.  Stay tuned.

In the meantime…

Applications, modules, technology stacks, open platforms, open source, third party solutions, cloud, integration, APIs, web-services, micro-services, everything as a service, internet of things, predictive, data, digital, speed, experience, social.

Stop the ride, I want to sit down until the spinning goes away.

Where are information technology systems headed?  How will these business-process transactional systems and data repositories function five, ten years hence?*

  • Software is on a vector of becoming more encapsulated into services, securely and scalably available on-demand, in the cloud, without the need for massive technology stacks, efficient database design, code-level customizing.  There’s one codebase, one multi-tenant instance of that code.  The debugging and support of that is centralized to the owners and creators of that code instead of the users.
  • User interfaces are being simplified in process and access toward the common usability of tablet and phone: swipe, tap, hold, voice-operated commands, share, transient notification, bookmark, options-menu and escape.
  • Decisions are moving from IT-guided to line-of-business owned.  The ultimate destination would therefore be individual user choice.  If you can pick your own phone and arrange your own apps for personal use, why not pick your own processes and personal suite of applications for the office?
  • System to system, process to process, and transaction to analysis orchestration has moved from coding to configuration to wizard-based configuration.  Why couldn’t an individual user authenticated into an enterprise domain self-configure through context-aware wizards rather than it being a back office task?
    • Why wouldn’t a user be able to string enterprise services together ad-hoc, following their whim, such as engaging a customer into a marketing message, checking on their accounts payable status, then running them through a prediction of loyalty, all to serve the user’s needs in preparation for a phone call (which would itself be automatically logged back into the enterprise-domain’s expansive knowledge base?
    • These concepts are possible today, but on a macro scale, rigidly built to a process; it’s efficient mass-marketing through better intelligence.  The difference here is the individual enterprise user could leverage all of this information on their own, coordinate it on the fly, to their need, and to the prospect’s need.
  • Consumption is moving from permanent user licenses to annual subscriptions to rate-charging.  How many minutes/transactions/reports did you use this month?
  • The structure of enterprise systems is dictated by data, by transactions, by form-based processing of data and transactions.  But that very structure limits users to safe processes which serve the systems, not the other way around.  Systems serve regulatory, transactional, and executive information needs.  They are still in their infancy in serving end user needs or even the needs of the business partners tracked and transacted about in the systems.
    • If the back office needs structure and transactions and data, those needs can be defined as expected outputs of individual user-centric software components.  Every piece of Lego has a stud to connect it to the others. Every  financial transaction has an account and a debit or credit.
    • We’re serving the transaction and the data.   What does the rest of the body that meets at the connecting point look like?
  • In an on-demand, easy-to-use, rate-charged world where end users can pick what they need, the user’s purchase decision (the sale) will be referential and experimental.  Users will keep the ones that work, the ones they like.

This isn’t Enterprise Software; it’s, um, what’s the word? User-ware?  Role-soft? Enterprise Self Service? The Autonomous Enterprise Backbone? The Individual Enterprise? The Enterprise of Individual Contributors?**

Will the world even need Pre-Sales in the not too distant future?  Is that the right question?

Consider this: as decision, configuration, and use passes from Coder to Consultant to IT to Line of Business to Individual Actor, it will have to pass through a phase where a subject matter and technical expert can define business solutions on the fly and on behalf of an end user.  You know, another common title for Pre-Sales is Solution Consultant.  Maybe the technology is simply catching up to us?  Will this be the phase to hang out our shingles and bring together everything we know for our clients by using off the shelf services?

*Nearly twenty years ago I predicted that Amazon would have storefronts everywhere within two years and blow Barnes and Noble and Borders off the face of the earth.  I was spectacularly wrong.
** I’d better trademark some of these and write a book.
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Oh the Places You’ll Go

At a recent team meeting, I conducted a brainstorming session about where you can go from the Pre-Sales role in your career.

What would you think of someone who was…

Self-motivated, decisive, skilled at presenting, loved to learn something new, knew customers, listened well, understood a variety of industries, sought solutions to problems, was skilled at managing projects, dealing with situations, and enjoyed thinking, writing, and managing their own time?

Would you think Sales? Executive Leadership? How about Marketing Communications, Product Management or a People Manager?  Why not Business Operations, Strategic Alliances, Industry Expert or a Global Account Manager?  Getting outside our own little world, wouldn’t such a person make a great entrepreneur, politician, parent, writer or keynote speaker?

Pre-Sales demands a broad and deep set of interpersonal, business, and organizational skills.  Doing this job is a non-stop professional skills exercise program.

We all knew people within our own organization who had passed through this role to become anything from demonstration technical support to members of the board.  And many who had stayed right where they were, because that’s where the action was.

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Reversing the direction of What, How, and Why

Surely you’ve run across a messaging structure that helps boil down everything you have to get across into simple steps.  These frameworks are easy to use and help you think while reducing the time and effort required to prepare a customer presentation.  Let’s look at two of them:

Is-Does-Means

If you have a module or a feature, you can quickly and clearly get across what it is, what it does, and then close the point with what that means to your audience, e.g. “my mobile phone is a small, battery-powered mobile device which helps me do email, messaging, and phone calls, which means I can stay in touch with family, friends, and business partners wherever I am.”

What-How-Why

As you prepare your solution and how it specifically applies to your customer, you might find it helpful to write the words What, How and Why on separate pieces of paper and brainstorm through a mind-mapping exercise.  You’ll come out with something like “our product is a call center (what), it handles inbound and outbound communications and manages tickets through to resolution (how), so that you can better serve your customers (why).”

The direction of these structures is from your product to the benefits they provide the customer.  What happens if we play these in reverse?

If you want to stay in touch with your family, friends, and business partners no matter where you are, it would be helpful to have a single device that can help you do emailing, messaging and phone calls, like a mobile phone!”

If you want to serve your customers better, you’ll need to handle inbound and outbound communications and tickets through to resolution.  Our call center product…”

If you want to grab your audience’s attention, start with the value to them, progress through what they’d logically need to accomplish that value, and conclude with your product as the solution.

The Whys and Means will usually jump out at you during discovery.  Flag them.  When you craft your messaging, simply collate and prioritize them.

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Let the Customer Open

Surely in your qualification and discovery conversations* you’ve covered the basic purpose of your planned meeting: who will be in the audience, what their expectations are, and an agreed upon agenda.

But when it comes to the meeting itself, have your host open the meeting and lay these details out for agreement.  In this way, the meeting is by the customer, for the customer, and about the customer, rather than by, for, and about you and your products and services.  If there’s disagreement or there are political struggles going on, the audience members can resolve these things themselves without you having to defend.

The stage is now set on their terms. Your presence is to help them in their decision-making processes.

Now you can begin to share why you’re there to show, how you’re going to do that, and what you want them to take away.**

*No, “just give them the standard overview” is not a qualified discovery
** Which is, by the way, a fantastic three step introduction framework.  Quick, to the point.  On with the show!
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Complete, Fully Integrated, End to End

I once had a humorous poster listing Murphy’s Laws on Technology, which included this shrewd observation:

Any given program, while running, is obsolete

…because everything can be improved.  You’re never done.  There’s always something that could be added or taken away; another angle, a new technology, a change in the market that will render your solution, well, obsolete, even if it’s fresh into customer beta.

Claiming a solution to be complete, fully integrated, and end to end is an unnecessary and lazy sales tactic.  Any skeptic in your audience will perk up and start challenging you.

  • It’s clearly not complete.  There’s always something more that customization or competitive solutions can do. But maybe it fits their needs now with room to grow?
  • Fully integrated implies that two systems are as one.  And they aren’t.  They’re two systems brought together through integration technologies and choices.   That the integration is packaged, configurable, and supported is the value.
  • End to end applies to use cases and transactional data in a business process.  What your customer cares about is their use-cases and their business process.  Talk specifically about how your solution handles those from end to end.
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Talk show host

Consider* the on-the-spot analysis offered by radio talk show hosts.  A favorite of mine is Dave Ramsey:

[youtube=http://youtu.be/h-XA4Fqtah8]

From the listener comes a story and situation, and a desire for guidance.  From the talk show host we get exploration, analysis, alignment, and a prescription.

What is the nature of the advice?  It’s directional and decisive; it’s based on the host’s years of experience…  It is correct.  It’s not in depth.  It doesn’t go into details.

We in pre-sales are often the radio host.  We take calls and provide analysis to help qualify, problem solve, and position in opportunities, we ask exploratory questions and align in discovery, and we provide directional and decisive prescriptions based on our years of experience.  We often do all of this in one short conversation; shorter than a call on a radio talk show.

We are correct.

 *Listen to how they handle personality types, key and extraneous information, and how they sum up then communicate their opinions.
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Technology simplifies

For a recent demonstration…

I sat down to a web-meeting and conference call (VOIP telephony) and shared my desktop, while connected to my corporate VPN, running a virtual computing system (the demonstration system) accessed remotely (through a desktop emulator), which was itself running a virtual phone system / communications technology (the product being demonstrated), dialed into via cell phone by a peer on-site at the customer, which came back into my USB headset, which was itself full-duplexing the concall, the inbound call, and a conferenced demo role all at once through the same headphones and mic, recording the calls themselves to boot.  All from my laptop, wirelessly connected to a router connected to a cable-modem inside my home office.

I took a smooth sip of coffee and showed them how easy the products were to use.

I’m sure you would have done the same.

Rats! I forgot to show the email and chat features!
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SPITR ©

Smartest

Person

In

The

Room

 

Oh, the burdens and the joys of being in Pre-Sales.

© 2015, The Pre-Sales Observer, all rights reserved

 

An Interesting Analogy

Our audiences best understand complex solutions and messages through analogies.

There are many brainstorming techniques to help find the right analogy.*  While creative people seem to come up with them on the fly, there may be a better source for analogies:

What are your interests?

Do you play a musical instrument?  Are you a photographer? Is economics or politics a passion of yours?  Can you quote Shakespeare?  Can you explain what a nickel-defense package is?  Have you read the daily comics for twenty years?

Your interests are ripe fruit for an analogy, and your depth of knowledge and passion in these areas will enhance its detail and relevance.  Subject matter expertise in your area can represent subject matter expertise in the customers.  Heuristics** are compatible.

Sharing your interests also improves your relationship with the customer.  You’re human.  You’re thinking.  You’re sharing.

* I once had a seminar where we pulled plastic toys out of a bag and had to use it as the analogy.  It was like a comedy session on “Who’s Line is it, Anyway?”
** Big word, but I think it applies.
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