Latest / The Prompt / Ep. 555 | Driving growth with smarter AI and stronger CX strategies
Transcript
- 0:01This is on base your one stop shop for solving your most
- 0:04pressing B to B go to market challenges.
- 0:07Each week, host Chris Moody and Paul Gibson talk to sales and
- 0:09marketing leaders to get you in depth insights and creative
- 0:12strategies to set your revenue teams up for success.
- 0:18Hey, everyone, welcome back to the Home Based Podcast.
- 0:20I'm your host, Chris Moody, and today I'm very excited.
- 0:23I have two guests with me, Phil and Tina, and we're going to
- 0:27talk about driving growth with smarter AI and CX strategies.
- 0:31Thank you both for joining us today.
- 0:33Welcome to the show. I'm going to start with you,
- 0:35Tina, and then we'll kick it over to Phil.
- 0:38But the first question we love to ask is for you to tell us a
- 0:41little bit about your journey and what led you to what you're
- 0:44doing today. Yeah, absolutely.
- 0:47So I started my journey in digital marketing and I've come
- 0:52across a lot of different technology.
- 0:54And throughout the technology, I've identified that I really
- 0:57love the operation set of things.
- 0:59I love getting in the back and using technology to connect
- 1:03processes and people. And that has gotten me to where
- 1:07I am today, which is really protecting the customer
- 1:09experience and continuing to drive technology to provide
- 1:13efficiency. Awesome.
- 1:15And let's kick to you, Phil. I'm less interesting.
- 1:19I am a senior millennial, so I'm 44 years old.
- 1:22I started my career back with Coca-Cola and I went through
- 1:27seven years of their management development program before I
- 1:30decided that consumer packs good was not for me.
- 1:32I liked not working on holidays and I started doing things like
- 1:37startups, scale UPS, transformation companies.
- 1:40But by and large last 20 years I've been running go to market
- 1:43teams of some sort and fashion building revenue systems, which
- 1:47led me to task us where I do a lot of that for a lot of
- 1:50different companies at scale so. Outstanding.
- 1:53Yeah, I am 42 so, you know, I try to explain to my kids, you
- 1:56can remember not having the Internet and you can remember
- 1:59the C DS to have the Internet. And then I was also coding
- 2:02Myspace pages. So that was how I learned web
- 2:05design. You know all the dumb things
- 2:07that we did to get to where we're at now Well, we we talked
- 2:12a lot before we hit record. I had to stop myself because we
- 2:15were talking about AI and how it's changing the expectations
- 2:19and reshaping the market. I'd love for you each to answer
- 2:22this and I'll I will just throw it out there and let you fight
- 2:25over who jumps in first. But why do you think leaders
- 2:29should prioritize rethinking their go to market strategies
- 2:32right now to stay competitive? I'll go, Tina, you want to fast
- 2:36follow on that? Tina and I talk about this all
- 2:38the time, right, Because we have we have to talk to lots of
- 2:41different companies who are thinking about things
- 2:43dramatically different on one call to the other.
- 2:47But writ large, I think right now is a unique time where it is
- 2:52you think back to the.com below, just going back to dating
- 2:55ourselves a little bit, right, likethe.com era and then came
- 2:59Cloud and then the rise of SAS. But this is a little bit
- 3:02different, right? It just feels a little bit more
- 3:04impactful, a little bit maybe more chaotic, little Wild West.
- 3:09And I think leaders right now are scrambling to figure out
- 3:11what is the right fit and best solution for them in their
- 3:14spaces. And, you know, it's like
- 3:17everybody's looking for a silver bullet, but there really is
- 3:19none. It's going to be different for
- 3:20everybody. And like I said, I'm hearing
- 3:22different answers from different people, from different companies
- 3:25and different spaces. So it's fun, it's exciting, but
- 3:28if you don't like change, you're in the wrong era.
- 3:33Yeah. And to follow on that, as you
- 3:34know, I have experienced a lot of different technologies.
- 3:38I I've been running operation for different kind of
- 3:41technologies for over 15 years now and it changes so fast.
- 3:46And I feel like there's been many times where companies are
- 3:49like uncertain of the changes that are happening, but if
- 3:52they're not coming along with how things are changing and how
- 3:56the environment is changing, they're really, really quickly
- 3:59going to start falling behind. And then at some point, they're
- 4:02going to have to catch up. And then it's just like super
- 4:04chaotic. So to rethink your GTM strategy
- 4:08right now, when AI is still kind of new and there's a lot of room
- 4:12to experiment and test things and do kind of like try and
- 4:16error, this is the perfect time to rethink how you can start
- 4:19incorporating the AI into the GTM strategies.
- 4:23Perfect. And yeah, the next question, I,
- 4:25I want you both to jump in and Tina, we'll start with you.
- 4:28You talked about OPS earlier too.
- 4:29I think there's a, a lot of parallels to how things are
- 4:32changing here. But what are some of the biggest
- 4:35misconceptions organizations have about using AI and sales
- 4:39and how do we avoid those? And I'll, I'll preface that
- 4:42before you jump into that, I will bring it back to just to
- 4:44make sure I don't ramble, but we've seen the billboards for
- 4:49AISDRS and AI sellers and you've seen the LinkedIn post of all
- 4:53the guides to book all the meetings automagically, right?
- 4:56Like I, I think sometimes we're, we're sold a false bill of goods
- 5:00and some of these instances maybe we're not.
- 5:02But I I'd love for you to cover what you think are those
- 5:05misconceptions and how we make sure we don't have, we can avoid
- 5:08them for sales. Yeah, absolutely.
- 5:10So Phil said this a little bit earlier.
- 5:12I think the biggest misconception is that AI is the
- 5:16silver bullet that's going to come in.
- 5:18It's going to fix everything. It's going to drive all these
- 5:20meetings. It's going to be so incredible,
- 5:22right? But the truth is that they AI
- 5:26actually needs a lot of data and it needs clean data in order to
- 5:30be able to drive all of that efficiency and be able to do all
- 5:33those things that we wanted to do.
- 5:36And so if the CRM is super messy, if sales is not following
- 5:40the processes that are in place right now, if they're not
- 5:43putting in their activities, then all the AI is going to do
- 5:46is just amplify this dysfunction that's happening right now.
- 5:49It's not going to be able to deliver all of the things that
- 5:52we expected to if the data just isn't there for it to be able to
- 5:56like learn and get feedback from it.
- 6:00And that's the other misconception I think that is
- 6:03out there about AI is that AI runs on its own.
- 6:06Like you just turn it on. It's just going to do its thing.
- 6:08It's going to be so magical. But in Operations, we know that
- 6:12actually AI needs humans in the loop.
- 6:15It needs humans to give it feedback and needs it for
- 6:18training and needs. The AI needs a lot of data and a
- 6:22lot of feedback, and humans in the loop help the AI learn and
- 6:26get better at the things that we wanted to do.
- 6:29So those are my two big misconceptions that I see out
- 6:32there. Clean data and you definitely
- 6:35need a human to help make that AI run efficiently.
- 6:38What about you, Phil? You seen any other ones?
- 6:40She just opened like 5 Pandora's boxes in that point on it.
- 6:46You know, I just kind of want to add some at build on what she
- 6:48said. And I think the data is
- 6:51critical, right? So we, we've been training AI
- 6:54models for companies before AI was the hottest topic around
- 6:58right at our company, but we're fortunate to serve in that
- 7:01paradigm right now. But you know, she just said data
- 7:04is critical. You can't just like put it into
- 7:07a black hole and it'll figure it out.
- 7:08Maybe it'll like take some like learnings from if it's like
- 7:11trained on some other person's models, but like it doesn't know
- 7:14your product doesn't know your customer base.
- 7:16You have to teach it that. And for all.
- 7:18I mean, it's great as CRM is like how many of us have
- 7:21struggled just getting sales people to put in call notes and
- 7:24things of that nature. God forbid if you're out there
- 7:27in the wilderness and you haven't got any call recordings
- 7:30to train it on. Like you need some data pool
- 7:33data like to teach this thing to utilize the the power that it
- 7:37can't have. The other thing though, I think
- 7:40it Tina also aptly said was like this is has to be a forcing
- 7:43function for you. If you have not built out your
- 7:46CX journey, if you have not thought about every step in your
- 7:49go to market process, how do you really know where you should be
- 7:52applying AI to enhance and up level things that are working or
- 7:58fix things that aren't? So I think it forces us as
- 8:01revenue leaders to really step back, kind of take a 0 based
- 8:04approach to Christy. We were talking about before we
- 8:07hit record, right? Like a lot of people just have
- 8:09to step back and say, if I were to rebuild this thing all over
- 8:12again from the ground up, what would it look like?
- 8:14I think that's a healthy exercise.
- 8:16Go to Aspen for a couple days with your C-Suite and go get
- 8:18that done. Like this is a great time to do
- 8:21it and then add AI into that. I think that that's really going
- 8:24to empower the the org, the future, not the ones who are
- 8:27just trying to slap it in because I got to make something
- 8:29work for the next board meeting. Yeah, definitely not a bolt on.
- 8:33I am with you on that. And you know one thing that
- 8:36comes up a lot, Phil, I, I will kick this one to you.
- 8:38And then Tina have a different question for you.
- 8:40But for AI adoption, we've often seen concerns about losing the
- 8:46human touch. And I know that that's a
- 8:48differentiator for some of the content driven AI platforms to
- 8:52say you can keep your brand voice in the authenticity.
- 8:55But I'm curious how you both seen organizations maintain
- 9:00authentic customer connections while they continue to automate
- 9:04and embrace more AI. So how do we make sure we don't
- 9:06lose that personal touch? Number one, I think you got to
- 9:10start by actually knowing your customer so understand what they
- 9:14really want. Are they going to want to hear
- 9:15an AI voice generated thing when they call in your on your 800
- 9:19number? Are they going to want to
- 9:20interact with an AI chat bot? Does your product fit to that
- 9:24ICP? Maybe generationally, there's a
- 9:26difference You've got to really think about like where this
- 9:29should be applied to not interrupt that workflow.
- 9:33The other thing I think, you know, in terms of what we've
- 9:36been seeing at our company is it's not necessarily replacing
- 9:40human labor. It's changing and evolving the
- 9:43way that labor takes place and actually allowing for humans to
- 9:47do more strategic, more interesting work and kind of
- 9:51deflect what we used to call like deflection of menial
- 9:55administrative quick Q and a kind of knowledge based stuff
- 9:57that doesn't need a human operator to solve for.
- 10:00And you know, we just said, you know, senior millennials, we're
- 10:03OK with looking it up on our own and watching the two-minute
- 10:06YouTube video to like figure out how to fix it ourselves.
- 10:08We're cool with that, right? Like you get some generational
- 10:11changes might be there, but you know, I think it's allowing now
- 10:14we're seeing shifts in investment strategies for
- 10:17companies to take what was an allocation and budget line for
- 10:21their human go to market capabilities and invest that
- 10:24into better serving and understanding enterprise
- 10:28customers or emerging accounts, right?
- 10:31And just triaging the rest with some level of AI.
- 10:34So I think there's like a scalability almost like a lever
- 10:37or knob that you kind of TuneIn and to where how often you apply
- 10:40AI to make sure that you're serving your customers in the
- 10:43best way, at least for now, Asterisks, asterisks, asterisks.
- 10:46Who knows what tomorrow will bring, but for now, that's how I
- 10:49see it playing out for the least the next few months.
- 10:52Perfect. And Tina, I'm I'm curious about
- 10:54alignment. You talked about the changing go
- 10:57to market strategy and this might be a case where Phil was
- 11:01saying some things we don't have to embrace as much AI.
- 11:04But I I'm curious with alignment, it's always
- 11:07difficult. I think we don't normally talk
- 11:10enough to each other across all departments.
- 11:13But what are some of the examples or routines or shared
- 11:17KP is that you think are helping to bring sales, marketing and
- 11:21customer success together? Yeah, alignment is a really big
- 11:25topic. I've talked about alignment a
- 11:27lot at a couple of conferences. And so marketing and, and sales
- 11:31alignment is always crucial because, you know, things are
- 11:34always kind of changing and the two different departments are
- 11:38doing different things. And the missing point is always
- 11:41like that, that constant communication.
- 11:44But really the communication has to be speaking the same language
- 11:49and then like making sure that there's a common KPI that we can
- 11:53all like rally again so that we can work together to, to meet
- 11:57our respective goals. So my main points about
- 12:01alignment have always been opportunity and pipeline data.
- 12:05So use the opportunity and pipeline data to speak the same
- 12:09language so that you can accomplish the same goals.
- 12:12But it's not just about the revenue itself.
- 12:15It's taking a deeper dive into that data and then being able to
- 12:20tell stories about it, like what kind of trends are we seeing?
- 12:24What do we see is working? You know, Phil said that early,
- 12:27like understanding a customer and the journey that they're
- 12:30taking so that you can make that sales funnel from like end to
- 12:34end. You can use personalization, you
- 12:37can use like all of these different touch points to really
- 12:39make sure you're making an impact.
- 12:41And if marketing and sales and customer servers aren't looking
- 12:46at the same data together, then they're always going to be
- 12:49thinking about the strategy differently.
- 12:52They're going to think that, oh, you know, marketing's just
- 12:54thinking about MQLS and sales like not following up on these
- 12:57MQL's and you know, customer service is not doing the, the
- 13:01upselling that we wanted to. But it's because we're all
- 13:04looking at different data and we're not speaking the same
- 13:06language even though we're trying to go after the same
- 13:09goals. So really aligning on on the
- 13:12data is, is key. And I will share my favorite
- 13:16ritual. My favorite tip about driving
- 13:19that alignment is creating customer journeys.
- 13:23So from end to end, showing what a real customer journey looks
- 13:27like. It's awesome to see like, hey,
- 13:29we've all driven like X amount of revenue.
- 13:32It's so awesome, but when you break it down to 1 customer and
- 13:36then you see, hey, this customer like engage with these ads, they
- 13:41came to this event, they downloaded this piece of
- 13:44content. Sales reach out here and here
- 13:46and here and here's the things that worked and didn't work.
- 13:50Then you can rally the whole company around it.
- 13:53The subject matter experts see how their content is working,
- 13:56marketing sees like all their strategies working, sales sees
- 14:00how they're coming into the play and what's being effective.
- 14:03And so everyone can rally around this customer journey end to
- 14:06end. And that's what you can then use
- 14:09to start talking about like how do we scale this out?
- 14:12How do we now work together to make this even bigger and
- 14:15better? And how do we all continue
- 14:17growing our revenue in this way. And here's like how you all
- 14:20impact this journey and how we all work together to.
- 14:23I love that I I'm curious the customer journey.
- 14:26That's so much fun. In my head.
- 14:27I see the the gift for the meme, you know, all the post its and
- 14:31the lines and the yarn and the push pins, right?
- 14:34Like, well, this led to this because it's never linear.
- 14:36So I love that. What about if we if we move
- 14:39higher up in the funnel when we're talking about the lead
- 14:42where we had on this before we hit record to sales is used to
- 14:46catching the leads, right? Like give me the hot ones.
- 14:49Are you seeing any examples where intelligent lead scoring
- 14:52and AI tools are starting to change how cells works leads?
- 14:57And if so, what are your favorite examples that you've
- 15:00seen? And we could start with you,
- 15:01Tina and and Phil, if you have anything on this one you can
- 15:04jump into. Yeah, so you know what's funny?
- 15:06When Salesforce first introduced the Einstein behavioral and lead
- 15:11scoring, it was like, it seemed like so long ago.
- 15:15And I remember within like the community, everybody was so
- 15:18like, I don't know about it, you know, because we have this like
- 15:22crazy, like really like complex lead scoring model that like all
- 15:28these people sat in a room and they defined like who what touch
- 15:32points are going to get how many points, you know, And when I had
- 15:36and I implemented it, I was just so pleasantly surprised by how
- 15:40well the AI did because the AI just took the objective out of
- 15:44lead scoring. So, yeah, all of these people
- 15:47sat in a room and they were like, yeah, this white paper is
- 15:49going to get 10 points and then this event is going to get 50
- 15:53points. But that's just like us thinking
- 15:55that these are the the touch points that are really valuable.
- 15:59The AI doesn't think about it. The AI would have did it just
- 16:03looked at all the data it had available in in the CRM and
- 16:07looked at all the touch points and looked at the sales touch
- 16:09points. It looked at what touch points
- 16:13kept showing up when deals were getting closed.
- 16:16And so it gave the importance on these touch points based on what
- 16:20continued to show up, what was really working towards getting
- 16:24to that close deal. And I just thought that like
- 16:28that was really fascinating. And it makes so much sense
- 16:31because things always changing in the market.
- 16:33We know that customer during is always changing.
- 16:36We know that like customers are coming in from all kinds of
- 16:38different angles. And it's really hard for us to
- 16:41really say like this white paper is so valuable when different
- 16:45customers have different things that they value.
- 16:48So letting the AI execute on it, crunch all the numbers and take
- 16:52all the data into consideration and then score the leads based
- 16:55on that, I think was just like brilliant.
- 16:59And when we implemented it, we saw this rate change and the AI
- 17:04surfacing the hot leans that were really ready at this point
- 17:09to convert and talk to someone in sales.
- 17:11And I'll be to our team. They just loved that they used
- 17:14this lead score and it really helped them Dr. efficiency and
- 17:18like how they're following up. They could get out more
- 17:21personalized messages because they knew that they had less
- 17:24people that they were following up on based on knowing that
- 17:27these are the people on the market right now.
- 17:30And we saw a 30% increase in our conversions.
- 17:33So I'm all for the AI and and lead scoring and letting the AI
- 17:37crunch the numbers and who's really interested right now
- 17:41based on all the signals that it has in front of it?
- 17:44Yeah, I love that. And, and Phil, I'm going to kick
- 17:47this into you, but I, I envisioned the demand Gen.
- 17:50leaders slouched over. That was a bit of a gut punch,
- 17:54right? We've been in the room, we
- 17:56figured out the point system. We've all done the whiteboard
- 17:59exercise, the spreadsheet exercise.
- 18:02So that's just one example of a process that could completely
- 18:06change with AI. So I'm curious what challenges
- 18:10you're seeing across all of your accounts that you're helping
- 18:13when teams are facing AI driven processes and they're coming in
- 18:17and being introduced, How do you overcome the roadblocks that
- 18:20could exist with traditional process or we've always done it
- 18:24this way, your cells is always work this way to really unlock
- 18:28that value we can get through driving things with AI.
- 18:32Yeah, one of the best things you can do for your frontline
- 18:34sellers. Just make things easy for them,
- 18:36right? Don't make them hunt for it.
- 18:38Don't make them try to go figure out the algorithm.
- 18:40Just give them the information on a silver platter and let them
- 18:44go do what they do. But I will, I will say, if it's
- 18:48of any comfort to any of the listeners of this podcast, you
- 18:51know, there are some blue chip stocks out there that have not
- 18:53even gotten to level 1 of lead scoring yet, which is like
- 18:56firmographic, you know, demographic information and then
- 19:00trying to score that start there.
- 19:02But what one of the best things about AI is, and particularly
- 19:05for sellers, is it can do a lot of deep cuts on your ICP, right?
- 19:10So like you got to start thinking into level 2.
- 19:13You know, it's not just does this person have a certain title
- 19:16and they have this certain function, you know, it's really
- 19:19who is that person? So now it's like all the traits
- 19:23that a great seller has and being able to like understand
- 19:26and look across the room and it's this person analytical or
- 19:29they relationship based or, you know, are they cautious?
- 19:33All those kind of like, you know, personographic data points
- 19:36that a good seller can just like pick up on instinctively.
- 19:40Now, not every case, but a lot of cases, if you let AI do its
- 19:44thing, it can extract and understand like, OK, we need to
- 19:47present the information about this product in this way at this
- 19:50kind of meeting. You just have to prompt it the
- 19:52right way. So I think what's best, the one
- 19:55of the best things for organizations to do right now is
- 19:58to get their workforce just AI native.
- 20:02And it's going to take some effort because you're going to
- 20:04have early adopters, you're going to have those who resist
- 20:07and they're just going to have those who wish they could get
- 20:10started but don't even know how. You have to handhold.
- 20:13It's going to be a process. I think, you know, personally, I
- 20:16think back to like 12 years ago when I joined a meet and like an
- 20:19old school media company, right, Selling print ads in magazines.
- 20:23We're going through the digital revolution.
- 20:25The amount of work it took over two or three years to get that
- 20:28workforce just to understand digital tools like the emerging
- 20:32digital ads and things like that, it feels the very much
- 20:35same way. So best thing you do is get
- 20:37everybody AI native so that when you do roll out these process
- 20:41changes that have AI embedded in them, it's not going to look
- 20:45like it's written in a completely foreign language to
- 20:47them. I love that one a lot.
- 20:49I would spilled on the AI native notion there because that's
- 20:53actionable. We could start that immediately
- 20:56for both of you. We're going to start with Phil
- 20:58and then we'll kick to you Tina. But for the leaders tuning in
- 21:01today that needs something actionable that they can start
- 21:04working on immediately to improve pipeline, elevate that
- 21:08customer experience, so we can nail the customer journeys, Tina
- 21:12on our whiteboard, let's call it a whiteboard.
- 21:14I don't know what we call it digitally digital whiteboard,
- 21:16but as we're embracing more AI as in our go to market strategy,
- 21:21what are some of those actionable steps?
- 21:23And you hit on AI native Phil. So I think that's a great one we
- 21:26can put on the list. What else would you recommend?
- 21:29And then we'll pass to Tina. Yeah.
- 21:30I think just going out there and understanding what are all the
- 21:34different tools and use cases that are available to you and
- 21:36being familiar with that first. I mean, there's, you know, still
- 21:40as revenue up. Yeah, I'm not preaching out
- 21:42there like this is for me too. There's still a lot to learn in
- 21:46terms of what tools are even out there.
- 21:47Right. Like you think of that little
- 21:49cartoon of like the medieval sword fighter guy, and he's
- 21:53about to go into battle and there's a machine gun salesman
- 21:55over here and he's like, but wait, you know, I don't have
- 21:58time to talk to you. I've got a battle.
- 22:00Like go figure out like what? What ammo you have because
- 22:03there's a lot of cool stuff. Don't be afraid to take demos in
- 22:06meetings. I would encourage people every
- 22:09SDR out there listening. Please don't blow me up for
- 22:12saying this, but I encourage you to take like a demo a week and
- 22:15just learn to be honest. Like just tell them you're
- 22:17wanting to learn more about products and tools and you're
- 22:20just exploring the landscape. You could start with some of the
- 22:23bigger, larger, you know, sales enablement companies that are
- 22:26out there now what they're doing, but keep up to date.
- 22:28What you thought you knew about familiar tools even a year ago
- 22:33is now expired info. So like, learn up, start with
- 22:37the tools. Then there's coursework that you
- 22:38can go take out there that you can research on your own.
- 22:42There's still a little bit of black hole in terms of like
- 22:44certifications and like trainers out there for AI again, because
- 22:48everybody's trying to learn, so nobody's an expert.
- 22:50So also give yourself a little reprieve.
- 22:53You don't have to know everything, but before you like
- 22:55force your sales force to do something, go out and learn what
- 22:58maybe it's the best thing for you first so that you can teach
- 23:01downstream. So Tina, I don't know if you
- 23:04have anything to build on that, but I'm sure you too.
- 23:07I definitely want to add the data hygiene part.
- 23:10If you don't yet have a good data strategy, this is the time
- 23:15where you absolutely have to have one and you should start
- 23:18one right away. Before I implemented the AI lead
- 23:23scoring model, we had to go through this huge data cleansing
- 23:27through from our CRM so that the AI could draw some meaningful
- 23:33insights for us and could really look at the right leads and be
- 23:37able to like pick out real gem spas.
- 23:39And not just that, we had to make sure that it did do that so
- 23:43that we can build trust with our sales team that we were giving
- 23:46them the right kind of leads. And so they hate the data
- 23:50hygiene and having good data strategies is really important.
- 23:54And I would say that's like the first action to take is figure
- 23:58out what that is. Make sure that you have rigor
- 24:01around it, standardization and you really understand like what
- 24:05is keeping the data clean? I would say that's that's number
- 24:08one. Or like how you enhance your
- 24:10data, right? You got to have more data so
- 24:12that the AI can do better things.
- 24:14So data enhancement is should be part of that strategy.
- 24:18And the other one is just experimentation.
- 24:20Like, you know, we've talked about this before, like at this
- 24:23point, almost every tool out there has some kind of AI
- 24:27feature capability. And so don't be afraid, turn it
- 24:31on, try it out, test it out and kind of like figure out what are
- 24:36some of the different use cases that you can use for it.
- 24:39But definitely just just start experimenting with it.
- 24:41And the more you experiment with it, I think the more open you're
- 24:45going to get to using AI and you're going to figure out some
- 24:47really creative ways to incorporate it into your
- 24:50day-to-day so that you can drive more efficiency with the things
- 24:53that you love to do. And then using the AI to help
- 24:56you with some of the things that you might be struggling with on
- 24:58a day-to-day. Great suggestions.
- 25:01I love that. I have a couple very quick
- 25:03questions before we get into the really fast one.
- 25:06I call that the lightning round right at the very end.
- 25:08But Phil, one more quick one from you.
- 25:11How do you utilize sales performance metrics to adapt
- 25:14your sales strategies in real time?
- 25:16One of the first things you have to understand is you can metric
- 25:20everything to death and all you're going to end up with at
- 25:23the end of the quarter is a Pretty Little dashboard that
- 25:25told you nothing. You really have to understand
- 25:27what you're trying to drive at. So if customer acquisition is
- 25:29your aim or if it's customer retention, just find out what
- 25:33your North Star metric is and don't just align your sales team
- 25:36and the sales team's comp plan to that.
- 25:38Get the entire go to market apparatus lined up around that.
- 25:41That includes marketing like Tina was talking about busting
- 25:44down silos. Like marketing should not just
- 25:47be part of the act with classic acquisition funnel.
- 25:50They have to be part of that bow tie model end to end, right?
- 25:53So this is that moment in time, I think with all the back
- 25:57dynamics going on in the background where you can really
- 25:59fall off the thought around what go to market is in the 1st
- 26:04place. Not these like independent
- 26:06little silos of teams, but how do I apply these different
- 26:09metrics and really focus on the metrics that matter?
- 26:12Dashboard those, get everybody aligned on what those metrics
- 26:16are and then push hard on fast on those.
- 26:19And don't be afraid to like, like this isn't an old editor's
- 26:23trick, right? When you're writing an article
- 26:24or something like that, it's like, first kill all your
- 26:26darlings. Like don't be afraid to leave
- 26:28some metrics on the chopping block that just might not matter
- 26:31or just might not be the core movers.
- 26:34There's kind of like vanity metrics, right?
- 26:35Like, yeah, whole time or like that's all well and good, but
- 26:39like at the end of the day, keep your customer and the customer
- 26:43journey map that you built that we talked about earlier at the
- 26:46core and build the metrics around that and then build tiers
- 26:50and layers on top of that. Otherwise your your sale, you're
- 26:53going to ask for what you get. If you need to ramp up calls,
- 26:56you're going to get a bunch of calls, but not a lot of
- 26:58performance, right? Like the sales team is going to
- 27:00give it to you if you ask for it, but it might not be the
- 27:03quality you want. So, but if you're focused on
- 27:06tier ones first, drive those tier twos can happen later.
- 27:10You can start to do fine tuning later.
- 27:12But that's my biggest advice for anybody thinking about KPIs is
- 27:16keep it simple, stupid. Focus on the metrics that
- 27:19matter, drive hard on those, align your organization to that,
- 27:23and then you can build on top of that foundation.
- 27:25And that's how you'll get those incremental improvements over
- 27:27time. Kill Your Darlings and the brain
- 27:30went to Game of Thrones. Even episode one for someone you
- 27:33think is the main character. And then it's like dead.
- 27:35And then we're not going to talk about the Red Wedding.
- 27:38OK, Tina, very quick one for you.
- 27:41What do you think is the single biggest challenge in marketing
- 27:45today? Yeah, so tough.
- 27:49That was a brutal 1, Chris. Yeah, I know.
- 27:51It's it's one of restraint. You can only pick one thing, but
- 27:55you don't even have to elaborate.
- 27:57You can just say here's the toughest thing.
- 27:59Well, I will elaborate on this one.
- 28:01So I had the honor of talking at a couple of industry events now
- 28:06and afterwards I'll get people come to me and they tell me, Oh
- 28:10yeah, this really resonates with me.
- 28:12We're really struggling with us and it is always alignment
- 28:15between marketing and sales. There are still some silos,
- 28:19there's so some bridges that need to be building.
- 28:21There's a lot of trust that needs to be built up.
- 28:24And I feel like with the AISDRS out there, it's become even a
- 28:29little bit of a bigger topic. Like there's some fear, you
- 28:32know, between the different teams of how marketing might
- 28:36implement the AISDR. So I think that's still one that is a big
- 28:40pain point that that's a big challenge for B2B marketers.
- 28:44Great answer. See, she crushed it, Phil.
- 28:47See, she was good. I'm.
- 28:48Worried about it? All right.
- 28:52This is the lightning round, so think of this family feud.
- 28:55Even if you want to shout them same time, it's OK.
- 28:57Or you can pitter patter take turns.
- 28:59I have a couple quick questions to close this out.
- 29:01We like to ask them on every single episode to try to compile
- 29:04lots of cool recommendations. The first What are your favorite
- 29:08tools or technology you're using today?
- 29:10Say lean data. I love lean data.
- 29:12It's super customizable, like you can route leads, you can
- 29:15enhance your data. It keeps your data clean.
- 29:18It's like it does so many things.
- 29:20I just absolutely love lean data.
- 29:22I still love zoom info. For me everything starts at data
- 29:27and then goes from there. And there's a lot of different
- 29:29solutions for different categories that I have favorites
- 29:32for. But if you don't have a good
- 29:34data vendor helping you with someone like the block and
- 29:36tackle things we've talked about it, like the podcast, you know,
- 29:39particularly brought it up, your goose is cooked.
- 29:42I mean, you're going to throw bad process on top of bad data
- 29:45and bad things will happen. So start with that one or one of
- 29:49the ilk. But that's a good, you know,
- 29:52blue chip to trust on. Definitely.
- 29:54I mean, look, we have tons of joint customers for that reason,
- 29:57right? The more the merrier.
- 29:59OK, what about good reads? Now we we're generous with
- 30:02reads. It can be book, blog,
- 30:03newsletter, podcast. What inspires you?
- 30:06I love Atomic Habits and James Clear also has a newsletter.
- 30:11It's a really quick read and ask very insightful questions, so
- 30:15that's my favorite one right now.
- 30:18Nothing new for me, typical millennial.
- 30:20I do very little reading anymore.
- 30:22It's a lot of like podcasts listening and quick snippets and
- 30:25short form of all kinds. But I do go back to one I got in
- 30:28college. Just classic Robert Cialdini
- 30:31influence, science and practice. You know, the salesperson to me
- 30:34always comes back to how do I understand the human at the end
- 30:39of the line? How do I understand the
- 30:40customer? What makes them tick?
- 30:42What's in our reptile brains that make us do XY and Z?
- 30:46Always super fascinating to me. And it's that fine line between
- 30:49influence and manipulation that sometimes salespeople walk
- 30:52right? So your ethic base has to be
- 30:54really strong. But I'm always fascinated with
- 30:57what makes people tick. Anecdotally I saw like this
- 30:59really funny like meme. I think it had like 2 profiles.
- 31:03Both go people were 65 years old.
- 31:06Both lived in the UK. Both were multimillionaires,
- 31:09both want their marriages and divorces.
- 31:12You know, if you're a lead scorer then they probably have
- 31:13the same score. But how you treat those people
- 31:15would be very different way because one person was King
- 31:18Charles and one person was Ozzy Osbourne.
- 31:21So coming back and then really understand the psychology of ICP
- 31:26formation, marketing and sales can take you a very long way in
- 31:30your career. Perfect.
- 31:31Yeah, Two timeless examples there by both of you.
- 31:34Great job. Last one before we get to the
- 31:37most important question of all. Same question but for people who
- 31:40inspires you in the B2B space. So I love Stefan Spencer.
- 31:45He runs a podcast called Marketing Speak and he has all
- 31:48kinds of different people that come on, but it comes from an
- 31:52SEO background. So he's always thinking about
- 31:55like people behavior and how it's like impacting the way that
- 31:58people are searching and looking for things.
- 32:00I just, I find them very fascinating and inspirational.
- 32:04And I do love Sarah Magner. You know, she's like the Rev OPS
- 32:08guru out there. She's also sharing tips and
- 32:11she's a great follower and super inspirational.
- 32:14Yeah, I like Jason Limpkin a lot.
- 32:17Big SAS to her fan in that space.
- 32:19I think he's just really plugged in, has a lot of interesting
- 32:22guests, very consumable information.
- 32:24I also like some of the new kids on LinkedIn, LinkedIn Content
- 32:28Warriors. There's a guy, Brian Lamanna,
- 32:30Kyle Coleman, of course, very cool to follow and listen to.
- 32:34So anybody that's actually giving very practical advice and
- 32:37not, you know, theologian style, I love that because look, as a
- 32:41go to market leader, you're busy, busy, busy.
- 32:44You need to consume information very fast.
- 32:46And I just don't have a lot of time for big poetic stories like
- 32:50give me the information fast and furious and let me go use it
- 32:53right. So I love the stuff like that.
- 32:55Perfect. And Phil, based on that the the
- 32:58brevity, maybe you answered the very last question.
- 33:01How can everyone get in touch with both of you after this
- 33:04episode? Honestly you can find me pretty
- 33:06easily in my e-mail. It's phil.hernandez@taskus.com.
- 33:11I do a lot of go to market services solutions for companies
- 33:14looking to outsource their teams and also on LinkedIn.
- 33:17I'm pretty easy to find there too and quick search you'll find
- 33:21me. My LinkedIn is usually up to
- 33:22date. Awesome.
- 33:23And what about you, Tina? Yeah, LinkedIn.
- 33:26LinkedIn is the best way to connect with me and I I love
- 33:30following people who are kind of similar space to just learn from
- 33:33them. So I'm always looking for new
- 33:35connections. Well, you both crushed it.
- 33:37Thank you so much for joining me on the show today.
- 33:40You did a great job of the pitter patter sharing, not
- 33:42talking over each other. So I see the alignment here.
- 33:46Tina's my secret weapon. Like she and I work very closely
- 33:49together and we're always picking each other's brains and
- 33:52going to conferences. So we've we've fast become very
- 33:55good friends in the in the last year and a half or so.
- 33:57Half of LA. Standing well, Thank you both.
- 34:00Have a great rest of your day. Thank you, Chris.
- 34:02Bye. Thanks for joining us for On
- 34:05Base. If you enjoyed this episode,
- 34:07please be sure to share, rate, review and subscribe on Spotify,
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- 34:20alignment.