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!

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Episoder(150)

038: Laura Posey: Simple Success Plans

038: Laura Posey: Simple Success Plans

Guest: Laura Posey   Guest Bio: Laura Posey is an internationally-recognized speaker, author, and consultant.  She is known as The Simple Planning Specialist for her unique ability to simply and easily laser-focus her clients to get dramatic results. Her Simple Success Roadmap is used by over 3000 companies from startups to Fortune 100.  She is the author of "How to Plan Your Entire Year On One Sheet Of Paper", and co-author with Jack Canfield of "Mastering The Art Of Success".   Guest Links: https://simplesuccessplans.com/daily/     About Salesology®: Conversations with Sales Leaders 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

13 Mar 202332min

037: Alice Heiman: How to Energize Sales

037: Alice Heiman: How to Energize Sales

Guest: Alice Heiman   Guest Bio: As Chief Sales Energizer, Alice is internationally known for her expertise in elevating sales to increase valuation for companies with a B2B sale that have exceptional growth potential. Spending her time strategizing with CEOs, company leaders and their sales leadership to build the strategies that find new business and grow existing accounts is her passion. Her clients love her spirit and the way she energizes their sales organization. She’s the host of the popular podcast, Sales Talk for CEOs. Alice dedicates time to local entrepreneurs by teaching at the University of Nevada in the entrepreneurship minor which she helped inspire. Alice also serves on the board of several growing companies to energize and elevate their sales. When she is not guiding CEOs to elevate their sales, she can be found hanging out with her family, walking, snow skiing, sailing in Lake Tahoe, volunteering in the community, or reading a book in her backyard.   Guest Links: https://aliceheiman.com/podcast   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

6 Mar 202344min

036: Bill Prater: Master & Scale Your Business

036: Bill Prater: Master & Scale Your Business

Guest:  Bill Prater   Guest Bio: Founder & CEO of Business Mastery & the Creator of Scaleology, Bill earned his reputation as America’s Business Alchemist™ by helping business owners and entrepreneurs break free of inertia and accelerate into the future they dream of. He loves nothing better than sharing what he has learned by working with those who are dissatisfied with the status quo and eager to transform themselves and their business. He created Scaleology® and the Business Mastery System™ as the core foundational principles of dynamic and continuous business growth. A typical client of his sees their company rising to a position of preeminence and is not satisfied with just “getting to the next level”.   Guest Links: Interactive Workshop: “Produce A Full Day’s Results In One Hour”   Books: Business Mastery: Dominate Your Market: How to Quadruple Revenue in Four Steps (Business Mastery Series Book 1)   About Salesology®: Conversations with Sales Leaders 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

27 Feb 202342min

035: Jeff Bajorek: Sell with Integrity

035: Jeff Bajorek: Sell with Integrity

Guest:  Jeff Bajorek Guest Bio: Jeff Bajorek empowers and enables salespeople by instilling belief in their sales methodologies. When you’re aligned with what you do, you can do your best work. You never sell better than when you #SellLikeYou.   Learn more at jeffbajorek.com, or follow him on LinkedIn.   Guest Links: Jeffbajorek.com/8reasons   Books: Rethink The Way You Sell: The Five Forgotten Fundamentals of Prospecting   About Salesology®: Conversations with Sales Leaders 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

20 Feb 202338min

034: Julie Hansen: Acting for Sales

034: Julie Hansen: Acting for Sales

Guest:  Julie Hansen Guest Bio: Julie Hansen helps sales teams master the Virtual Selling Stage and develop stronger buyer connections and engagement to drive sales. Julie is the author of three sales books, including Look Me In The Eye: Using Video to Build Relationships with Customers, Partners, & Teams, which was named the Top Sales Book of 2021. She is also the creator of the Selling On Video Master Class. In addition to an award-winning sales career, Julie worked as a professional actor performing in over 75 plays, commercials, movies and television shows, including HBO’s Sex & the City. Julie currently “performs” at workshops and speaking engagements for sales organizations around the world.   Guest Links: Free Guide: Top 10 Virtual Credibility Crushers   Book on Amazon: Look Me in the Eye: Using Video to Build Relationships with Customers, Partners and Teams Website:  https://juliehansen.live/ LinkedIn: www.linkedin.com/in/juliehansensalestraining Books: Act Like a Sales Pro: How to Command the Business Stage and Dramatically Increase Your Sales with Proven Acting Technique Look Me In the Eye: Using Video to Build Relationships with Customers, Partners and Teams Sales Presentations For Dummies   About Salesology®: Conversations with Sales Leaders 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

13 Feb 202340min

033: Lisa Magnuson: Top Line Sales

033: Lisa Magnuson: Top Line Sales

Guest: Lisa Magnuson Guest Bio: Lisa Magnuson works with Sales VP’s and their senior salespeople to develop and close their largest opportunities. She calls them 5X deals and she guides opportunity teams through the long, complex, and messy journey to ultimately ‘Ring the bell’ with big wins.   Guest Links: Pre-call Prep Guide   Books: The TOP Sales Leader Playbook: How to Win 5X Deals Repeatedly  The TOP Seller Advantage: Powerful Strategies to Build Long-Term Executive Relationships   The 48-Hour Rule and Other Strategies for Career Survival LinkedIn Learning Courses: How to Effectively Engage Executives Pre-call Prep for Virtual or In Person Deals Books: The TOP Sales Leader Playbook: How to Win 5X Deals Repeatedly  The TOP Seller Advantage: Powerful Strategies to Build Long-Term Executive Relationships   3 Secrets to Increase Sales with Existing Customers   About Salesology®: Conversations with Sales Leaders 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

6 Feb 202337min

032: John Tiene: What is Sales Leadership?

032: John Tiene: What is Sales Leadership?

Guest: John Tiene Guest Bio: A former insurance company executive and recognized leader in the property/casualty insurance industry, John is president of Argonne Associates LLC, a management consulting company and serves as Managing Director of Strategic Agency Partners, an agency network operating in New Jersey and eastern Pennsylvania. SAP is a fast-growing organization with more than a dozen agencies and over 20 retail offices. He is the former CEO and shareholder of ANE, Agency Network Exchange, LLC. Under John’s leadership, ANE became the 11th largest agency network in the nation with more than $1B in combined agency premium. During his time at ANE, John served on a number of insurance company advisory boards and councils including Selective Insurance, AmTrust Financial and Nationwide. He was Director of Personal Lines Sales and Marketing for OneBeacon Insurance Group, Ltd. responsible for the company’s personal lines sales and marketing activities in eight states. For more than a decade he was the chief lobbyist and spokesman for the Garden State’s $12B property/casualty insurance industry.     About Salesology®: Conversations with Sales Leaders 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

30 Jan 202344min

031: Wesleyne Whittaker-Greer: Transforming Sales

031: Wesleyne Whittaker-Greer: Transforming Sales

Guest: Wesleyne Guest Bio: As a sales and leadership expert with more than 13 years of experience, Wesleyne Whittaker-Greer understands the challenges involved in being at the pinnacle of your profession. Transformed Sales is a company that is dedicated to combining Wesleyne’s love for sales with her passion for coaching. Throughout her career, she has demonstrated a strong ability to develop revenue through sales, marketing, and ongoing customer support. Many accolades have resulted from her efforts, including multiple “sales team of the year” awards and “sales excellence” awards. Her process empowers, coaches, and transforms underperforming sales managers into confident sales leaders. Wesleyne’s unique approach to sales leadership involves both coaching to develop leadership skills and creating out-of-the-box strategies to ensure that everyone on the team becomes a sales superstar with a singular goal for her clients - generating more repeatable revenue.     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

23 Jan 202331min

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