135: Shannon Gregg – People, Process & Technology

135: Shannon Gregg – People, Process & Technology

Guest: Shannon Gregg

Guest Bio:

Shannon J. Gregg, PhD, MBA, is an aficionado of sales technology to increase efficiency in the sales process, and an early adopter and adoption influencer for sales technology systems, particularly Salesforce.com and technology that integrates with the Salesforce platform. Dr. Gregg is the President of Cloud Adoption Solutions, a sales process and Salesforce.com consulting practice, and she also provides keynote talks, consulting and workshops on sales productivity. Her popular book, “It’s About Time,” is available now and is being used by sales teams across the country to refocus on what’s really important to drive revenue and results. She also instructs the Professional Selling course at Point Park University. She also competes on a jazz dance team for moms.

Key Points:

Career Transition to Sales Technology:

Shannon started in sales almost by accident, selling software in the nuclear nonproliferation space. She discovered that sales is like choreography, focusing on improving sales processes to help salespeople focus on delighting prospects and customers. Shannon transitioned to sales management and eventually started her own Salesforce.com practice in 2018, which has been successful.

Sales Choreography:

Sales is more complex than sports analogies like "at-bats"; it's about choreographed moments where various teams (marketing, sales, etc.) move prospects through the funnel in a coordinated manner. Having a dance background helped her think quickly on her feet, which is a crucial skill in sales, especially when unexpected challenges arise.

Sales Technology:

Technology is a tool, not a solution in itself. It should help salespeople do what they do best without overcomplicating things. Sales technology can range from simple tools like phones and Zoom to complex CRMs integrated with other systems. The key to success with sales technology is choosing tools that are easy to use and integrate naturally into the sales process.

Adoption of Technology:

Sales technology should be easy to adopt. Sales leaders should ensure the tools don’t overwhelm the team with complexity, which could lead to poor usage and frustration. Avoid forcing long training sessions. Instead, show how the tools benefit the individual salesperson by demonstrating their value through real-life examples and role-playing.

Process in Sales:

Having a defined sales process is crucial before introducing technology. Sales leaders should first educate themselves on sales processes and how they fit their market. Sales leaders should focus on progress, not perfection, when creating a sales process. The process should evolve based on feedback and performance.

CRM (Client Relationship Management) Tools:

A CRM helps sales leaders track where salespeople need coaching and support. CRMs help manage data more efficiently than spreadsheets, providing visibility into the sales pipeline and buyer’s journey. CRMs should be customizable to fit the organization’s process, but it’s important to start with an out-of-the-box version before making customizations.

Getting Salespeople to Use Technology:

To encourage salespeople to use a CRM, leaders need to show what's in it for them. Demonstrate how using the system helps them perform better. Rather than pushing lengthy training sessions, involve reluctant salespeople in the design and testing phases of the process to ensure the tool works for them. Reluctant salespeople can be powerful allies in motivating others to adopt the tool once they see its value.

Challenges with Salespeople’s Reluctance:

Salespeople often resist using CRMs because they see them as time-consuming or invasive. Leaders should address these concerns by focusing on the benefits of CRM usage, such as better organization and visibility of the sales pipeline, and ensuring the tool is user-friendly.

Behavioral Change and Buy-in:

Getting salespeople to adopt new systems requires not only clear communication of benefits but also continuous feedback, training, and reinforcement. Real-world examples of success stories, like a salesperson improving their results, can help convince others to embrace the technology.

Guest Links:

Salesforce User Adoption in the Age of AI eBook

Connect on LinkedIn

About Salesology®: Conversations with Sales Leaders

Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.

Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs.

If you are a business owner or sales manager with an underperforming sales team, let’s talk. Click here to schedule a time.

Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated!

To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Instagram and check out our website at https://gosalesology.com/.

Episoder(151)

055: Adam Houlahan – LinkedIn Strategist

055: Adam Houlahan – LinkedIn Strategist

Guest: Adam Houlahan   Guest Bio: Adam Houlahan is an International Keynote Speaker specializing in LinkedIn strategies for entrepreneurs, and CEO of one of the few truly global LinkedIn agencies, Prominence Global. He hosts arguably the world’s largest free online LinkedIn training event with thousands of people registering 5 times each year. He is considered to be one of the world’s leading experts in harnessing the power of LinkedIn for business.   Adam is also the author of three Amazon best-selling books Social Media Secret Sauce, The LinkedIn Playbook, and Influencer. Adam co-authored a fourth international best-seller Better Business, Better Life, Better World.  He believes real and meaningful change comes through the world’s entrepreneurs. His purpose is to positively impact 12 million people in need and has surpassed 8 million impacts on the way to that target.      Guest Links: https://assessment.prominence.global/linkedin-productivity   Books: Influencer: The 9 step guide to becoming highly influential in any industry The Linkedin Playbook: Contacts to Customers. Engage>Connect>Convert The LinkedIn Playbook: Contacts to Customers. Engage. Connect. Convert Influencer : The 9 step guide to becoming highly influential in any industry Social Media Secret Sauce: From 0 to 200,000 Followers in 1 Hour a Day INFLUENCER: The 9 Step Guide To Becoming Highly Influential In Any Industry Influencer: The 9 step guide to becoming highly influential in any industry 3rd 2023 Update ed. Edition   About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an under-performing sales team, let’s talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and checkout our website at  http://www.gosalesology.com

10 Jul 202330min

054: Darin Dawson – Rehumanize Sales

054: Darin Dawson – Rehumanize Sales

Guest: Darin Dawson   Guest Bio: Darin Dawson is the Co-Founder and President of BombBomb, a Human-Centered communication Platform that enables users to use simple, personal video messages to leverage their best asset … themselves. Darin leads all sales, marketing, customer success and product development at BombBomb, a fast-growing, Colorado-based software company. He’s on a mission to re-humanize the planet and he wants to start with your business communication. He believes that human beings have intrinsic value and that every person deserves to be seen, heard and understood. That’s why he co-founded BombBomb.   Guest Links: bombbomb.com/freebook     About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an under-performing sales team, let’s talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and checkout our website at  http://www.gosalesology.com

3 Jul 202340min

053: Heather Pearce Campbell – The Legal Website Warrior

053: Heather Pearce Campbell – The Legal Website Warrior

Guest: Heather Pearce Campbell   Guest Bio: Heather Pearce Campbell is a warrior mama, nature lover, and dedicated attorney and legal coach for world-changing entrepreneurs. Based in Seattle, she is mom to two little, wild munchkins, and founder of Pearce Law PLLC, home to her legal practice. She is also the creator of The Legal Website Warrior®, an online business that provides legal education and support to information entrepreneurs (coaches, consultants, online educators, speakers & authors) around the U.S. and the world. She hoards information, paper, and books while secretly dreaming of becoming a minimalist, and relishes an occasional rare night with her hubby when the kiddos are miraculously asleep and she can soak up HGTV without guilt. Heather is also the host of the Guts, Grit & Great Business™ podcast.   Guest Links: Legal Basics Bootcamp: https://www.legalwebsitewarrior.com/legalbasicsbootcamp/ [Summary of Legal Basics Bootcamp]: In this FREE Legal Basics Bootcamp, get access to essential legal information for entrepreneurs building successful businesses, including: a simple framework for business protection with each short video providing specific takeaways, specific action steps that you can take following each video to make sure you are getting started on the right path, access to additional tools and resources to assist you on your business building journey, and training on how to protect personal assets, intellectual property, client relationships, your income and your business. By the end you will have a clear path for getting started on creating your own Legal Roadmap for your business, essential for your success!   Social Media Profiles: www.facebook.com/HeatherPearceCampbell www.linkedin.com/in/HeatherPearceCampbell www.twitter.com/_HeatherPearce     About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an under-performing sales team, let’s talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and checkout our website at http://www.gosalesology.com

26 Jun 202340min

052: Suzanne Paling – Sales Management Done Right

052: Suzanne Paling – Sales Management Done Right

Guest: Suzanne Paling   Guest Bio: Suzanne Paling, a recognized leader in sales management, has over 25 years of experience in sales management consulting and coaching. She has helped more than 60 companies improve their sales performance and processes. Clients include product and service firms in the manufacturing, software, publishing, distribution, medical, and construction industries. Docurated selected Suzanne’s blog as one of their “Top 50 Sales Management Blogs.” Suzanne is the author of two award-winning books The Accidental Sales Manager, (Entrepreneur Press) and The Sales Leader’s Problem Solver (Career Press) and co-hosts the Podcast Sales Hiring Straight Talk.   Guest Links: https://www.salesmanagementservices.com/download-ebooks   Social Media Profile: https://www.linkedin.com/in/suzannepaling/ Book: Guest: Suzanne Paling Guest Bio: Suzanne Paling, a recognized leader in sales management, has over 25 years of experience in sales management consulting and coaching. She has helped more than 60 companies improve their sales performance and processes. Clients include product and service firms in the manufacturing, software, publishing, distribution, medical, and construction industries. Docurated selected Suzanne’s blog as one of their “Top 50 Sales Management Blogs.” Suzanne is the author of two award-winning books The Accidental Sales Manager, (Entrepreneur Press) and The Sales Leader’s Problem Solver (Career Press) and co-hosts the Podcast Sales Hiring Straight Talk. Guest Links: https://www.salesmanagementservices.com/download-ebooks Social Media Profile: https://www.linkedin.com/in/suzannepaling/ Books: The Sales Leader's Problem Solver: Practical Solutions to Conquer Management Mess-ups, Handle Difficult Sales Reps, and Make the Most of Every Opportunity About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an under-performing sales team, let’s talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and checkout our website at http://www.gosalesology.com About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an under-performing sales team, let’s talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and checkout our website at http://www.gosalesology.com

19 Jun 202331min

051: Tom Jackobs – The Jackobs’ Effect on Sales Conversion

051: Tom Jackobs – The Jackobs’ Effect on Sales Conversion

Guest: Tom Jackobs   Guest Bio: To say Tom has been through a few things in his 30+ years of being an entrepreneur is an understatement. He’s had more failures than successes, but wouldn’t have it any other way. In 2017 he sold his fitness business which he owned for 9 years to become the Impact Pilot, helping entrepreneurs generate more income through better sales conversion strategy and using stories to sell. Tom has a BFA Degree in Theatre from DePaul University in Chicago and holds his private pilot license for single-engine airplanes and is SCUBA certified. He has licenses for Land, Sea and Air, which will come in handy during the apocalypse. He’s been a contributor to CBS Radio in Houston, a guest on Great Day Houston television show, Univision Television, Fox 26 News, KPRC Channel 2 and The CW Houston. He is also a presenter at the Small Business Development Center (SBDC) in Houston.  Guest Links: https://www.TomJackobs.com/3Keys   Social Media Profiles: https://www.linkedin.com/in/trainertom/ https://twitter.com/tomjackobs https://www.facebook.com/jackobseffect      About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an under-performing sales team, let’s talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and checkout our website at http://www.gosalesology.com

12 Jun 202331min

050: Kim Clark – The Fine Art of Not Saying Stupid Sh*t

050: Kim Clark – The Fine Art of Not Saying Stupid Sh*t

Guest: Kim Clark   Guest Bio: Kim Clark helps communicators and content creators learn and apply Diversity, Equity, and Inclusion to engage leaders & employees in DEI work. She is the co-author of The Conscious Communicator: The fine art of not saying stupid sh*t, an Amazon #1 bestseller and is leading the work to help organizations build trust and reputation through DEI communications and social justice messaging skills and processes. Her career spans documentary filmmaking, teaching at San Jose State University, and leading global internal communication teams at KLA, PayPal, GoDaddy, and GitHub. She is known for her ability to facilitate sensitive yet urgent conversations to make meaningful progress in creating inclusive workplaces. Her focus is helping communicators and content creators understand and act on their role in DEI. She speaks at conferences, designs custom workshops, writes inclusive communications guides, and consults with companies on all things related to diversity, equity, and inclusion communications. Guest Links: Free Gift: Four Signs of Performative Communications Download     About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an under-performing sales team, let’s talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and checkout our website at http://www.gosalesology.com

5 Jun 202339min

049: Scott Aaron – LinkedIn Expert

049: Scott Aaron – LinkedIn Expert

Guest: Scott Aaron   Guest Bio: Internationally acclaimed and award-winning online marketer, 3x best-selling author, top podcaster, and speaker, Scott Aaron, is the go-to specialist in converting traffic, establishing connections, generating leads, creating sales, and building personal brands, all by using LinkedIn. Fully immersing himself in learning LinkedIn and social media strategies, Scott quickly gained traction as a leader in generating big results for other entrepreneurs, online business owners, and business coaches. Scott is passionate about helping fellow entrepreneurs achieve success while building their own network organically and without complicated and costly marketing tactics. His program has helped thousands experience explosive growth following his proven system and strategies. People-focused and result-driven, Scott’s strategic approach to teaching others how to create wealth online and organic traffic is the game changer when it comes to competing in a saturated digital world. Guest Links: www.scottaaron.net Books: Good Guys Always Win: How to Become Your Own Hero And Live The Life You Deserve The Network Marketing Academy The Marketing Workbook for LinkedIn The Linked-in Book For Network Marketing The LinkedIn® Book For Sales and Marketing   About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an under-performing sales team, let’s talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and checkout our website at http://www.gosalesology.com

26 Mai 202337min

048: Andrew Bryant: Self Leadership

048: Andrew Bryant: Self Leadership

Guest: Andrew Bryant   Guest Bio: Founder of Self Leadership International, Andrew Bryant is the author of four books, a Certified Speaking Professional, and an award-winning leadership coach. Andrew Bryant’s work on self-leadership has been cited in over 130 research papers and Ph.D. dissertations. His latest work, The New Leadership Playbook; Being Human Whilst Delivering Accelerated Results is changing the conversation about leadership. Andrew has worked with C-level executives from disruptive Silicon Valley Startups to complex Multinationals like Microsoft, Red Hat, Deloitte, Pfizer, and Visa. English by birth, Australian by passport, Brazilian by wife, and now living in Portugal after 17 years in Asia, Andrew is truly a Global Keynote Speaker and thought leader.   Guest Links: A free preview of The New Leadership Playbook. https://www.selfleadership.com/playbook-free-chapter   Social Media Profiles: https://www.linkedin.com/in/andrewbryant/ https://twitter.com/SelfLeadership   Books: Self-Leadership: How to Become a More Successful, Efficient, and Effective Leader from the Inside Out Flirting 101: How to Charm Your Way to Love, Friendship, and Success The New Leadership Playbook: Being human whilst successfully delivering accelerated results Self Leadership: 12 Powerful Mindsets & Methods to Win in Life & Business   About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an under-performing sales team, let’s talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and checkout our website at http://www.gosalesology.com

22 Mai 202329min

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