Friday, May 27, 2022

Possible Presales Job Titles of the Future (and Some Current)

Here are a handful of presales job titles and functions that we might expect to see in the future (and some prescient organizations may already have some of these folks in place!):

  • Presales Technology Scout – explores emerging tools and technologies specifically for presales
  • Presales Demo Environment Master/Manager/Engineer – manages and constantly improves the demo environment(s)
  • Automated Demo Experience Coordinator – develops, updates, and manages content and production of automated demo assets (already in place for some organizations now)
  • Solutioning Collaborator – supports and assists presales practitioners in defining solutions spanning multiple products and/or technologies
  • Presales Value Master/Manager/Engineer – collects value data from customers (e.g., Informal Success Stories), generates and provides value models to presales
  • Presales Operations Manager – supports presales activities to improve leverage/scaling
  • MOF Operations Manager (Middle of the Funnel Operations Manager) – a more specific version of the previous, supporting and improving presales’ discovery, demos, solutioning, POCs, POVs, RFPs, etc. processes
  • Presales Mentors Coordinator – connects presales practitioners and front-line managers with mentors, tracks and manages
  • Presales Front-line Manager Mentor – guides newly-minted presales front-line managers in their new roles, responsibilities, practices and guidelines
  • Presales Content Coordinator – collects, organizes, promotes and tracks utilization of content-based presales resources (such as Informal Success Stories and stories, Situation Slides, Illustrations, demo “chunks”, etc.)
  • Customer Experience Specialist – cycles roles periodically between product, presales, and customer success (also known as the “Copley Plan” – a highly successful method of leveraging the knowledge and experiences of each role into the next…)
  • Presales Ambassador (part-time) – explains what presales does to other departments

Note that today, many of the roles are perceived as “small pieces” of the current overall swath of presales activities…!


Any others to suggest?

Thursday, May 26, 2022

Presales: Moving from Renaissance to Enlightenment

 

I have described the past few years as a “Presales Renaissance”, characterized by a blossoming of presales practices, development of a focused community, implementation of process and playbooks, application of methodologies, and the appearance of tools specifically architected for presales staff, leadership, and enablement. As these tools are implemented and adopted into production use, we are moving into an Age of Presales Enlightenment, where decisions are based on real data.


The historic Age of Enlightenment included “the pursuit of knowledge obtained by means of reason and the evidence of the senses” (Wikipedia). We are experiencing this, or perhaps more accurately, we are now able to experience this through the rather dramatic improvements in access to data and visualization of information that tools like Hub, Vivun, Homerun, Cuvama, Prelio (and others) enable.


Previously, when I would do discovery with presales management prospects, I would ask questions about “How many?” “How often?” and “Your success rates?”, the answers were often along the lines of, “I wish I knew…!” Now, more and more presales managers reply happily and excitedly with specific numbers reflecting KPIs they are tracking. Clearly, it is a delight to have hard data to work with, versus opinions that may have questionable basis.


We can now test old assumptions. We can experiment with new practices and processes. Practices formerly identified as “best” may no longer keep that claim – which begs the question, what do you call a practice that is better than the previous “best”? (Warning: I will reach out and smack you if you say, “Bestest”!)


Importantly, presales tools support and enable implementation and adoption of presales methodologies. These can and should include discovery methodology and demo methodology, as well as methodologies for solutioning, managing POCs and POVs, RFP responses, and others. Methodologies in concert with tools enables leveraging, amplifying, and scaling presales tasks and activities to achieve efficiencies and, hopefully, substantial productivity gains.


In an early application of tools and methodology, the Gong studies a few years ago specifically validated key elements of Great Demo! methodology, through analysis of thousands of data points. For example, “Do the Last Thing First”, “Inverted Pyramid”, and “Peeling Back the Layers” were identified as key success factors. These findings came from data, not opinions.


Tools provide means to track progress, experiment, tune, and improve playbooks and processes. And, of course, we should keep sight of our ultimate objective, that intelligent thoughtful application should also yield delighted customers who renew and expand.


And: be curious, and cautious, of the inevitable impending Presales Industrial Revolution. In presales, it is likely our brains that are our most important asset. When should we provide prospects with “live” resources versus digital mimics? For what situations is mass-delivered, non-instructor-led-training effective – or not? Can a simulation replace – or be better than – a human coach? Will digital experiences surpass human mentors? 


I’m intrigued! And I’ll guess that a Pareto function will be in play to answer these last few questions. I am eager to see the new presales-specific tools implemented. I am excited about the prospect of new learnings. And so for now, let us Sapere aude (dare to know)!


Your thoughts?

Wednesday, May 25, 2022

Upcoming Great Demo! Public Workshops

 

Take advantage of the typical summer business slow-down to sharpen your saw! Public Workshops are perfect for individuals or small teams:


North America June 7-9, 2022 (Virtual)

EMEA July 4-5 (Face-to-Face)

EMEA September 6-8 (Virtual)


Our next North America Great Demo! Virtual Public Workshop is scheduled for June 7-9.  


Our next EMEA Great Demo Public Workshop will take place July 4-5 in Amsterdam – this will be an in-person, face-to-face session. 


Additionally, an EMEA Great Demo! Virtual Public Workshop is also scheduled to take place September 6-8 for folks in Europe and the UK time-zones. 


https://greatdemo.com/news-events/#news-public-workshops 

Monday, May 23, 2022

Listening to Your Customers – What Do You Hear?


Sales and presales, in particular, are key conduits of customer needs to product teams. I’m curious: how granular, or perhaps how complete, is that communication?


I just had a conversation with a salesperson who repeatedly and vigorously asserted that his company listens to their customers. I asked him, “What does this mean?”


For example, are you listening to your customers, your prospects, or both? Are they saying the same things? And what do you hear regarding different use cases?


What are the Early Majority folks saying? How is that the same or different from Late Majority, and from Innovators, Early Adopters (and Fast Followers), and Laggards?


If you want to improve an existing product or service, you’ll likely get good guidance from existing customers who are in the Majority segments. If you are looking to significantly change a product or service to address adjacent markets or achieve similar objectives, you probably need to listen to prospects. And if you want to enter an entirely new space, you may need to engage with the Innovators, in particular.


Perhaps these and related parameters need to be included in communications from the field to product… Are they? 

Wednesday, May 11, 2022

Rescue – From the Tyranny of Traditional Demos

 

Ask yourself:

  • Have you ever felt like you have far too much to show in a demo – and insufficient time to show it?  
  • Have you ever said, “I’d like this to be interactive…” but you don’t get many questions?
  • And when you ask, “Any questions so far?” you hear, “Nope, we’re good…”
  • Have you even run out of time before you got to the best stuff?
  • Have you ever felt like your audience just didn’t “get it”?

You are likely suffering from the tyranny, the terror, and the trap of traditional demos.


The Tyranny


Traditional demos force us to present as much as we can in the allotted time. We talk rapidly, mouse vigorously and cover as much demo territory as we can. There is so much to show and an hour is simply not enough time…


And it gets worse with each new release – all of those additional capabilities to highlight!


The Terror


Has this ever happened to you?


“I promised them an overview demo…” reports the salesperson, “…and it’s a huge opportunity!”


We respond, “What do we know about the prospect?”


“They are really interested…” replies the salesperson, “and they need to see a demo right away!”


We jump into a web session and start our demo, only to realize that the prospect is completely unfamiliar with our offerings and we know very little about them. We pump up the energy in our delivery to try to connect with the audience, but they aren’t very responsive…

It feels like the more we show, the less they respond. We’ve entered terrifying territory – a place without time or dimension – we’ve entered The Traditional Demo Zone…!


The Traditional Trap


When a demo is first created for a new product, it is typically short and well-focused – there’s simply not that much to show. With each successive release, however, demos get longer as new capabilities and workflows are added.  


Don’t we want to show the new stuff that’s just been released? Don’t we want to show the latest and greatest? Oh, and the slightly older stuff is also good, and the earlier stuff has some really cool capabilities and…


Release after release, year after year, our demos grow inexorably longer…! And what used to fit nicely into an hour has now expanded dramatically. It couldn’t possibly be done in an hour any longer, so now we’ll do an hour-long “overview” and then schedule another demo, a deep dive.


But wait, there’s more terror in this traditional demo trap…


When we’ve heard the same question asked by several different prospects, what do we do? We add the answer to our growing talk-track. We pre-answer the question, even when it is not asked. 


Now, not only do we need to cover more features and functions, but we also need to address all the questions we’ve heard more than once. It’s like rolling a snowball that grows and grows, accumulating more and more snow until it is too heavy to move.


We’re trapped! There’s just too much to demo to do it well…!


And Our Prospect’s Perceptions?


What about our prospects – what are they thinking during these demos?  


“Wow – this looks really complicated…”

“This is way more than we need…”

 “Where is this going…?”

“I just got lost – what are they talking about now?”

“Hmmm – just got a text I need to respond to…”

“And might as well check email…”

“Did they just ask us something? Must have missed it…”

“Is this an hour meeting?”

“I wonder what I’ll have for lunch…”


Uh-oh… And what are they saying after the demo, when we (the vendor) are gone?


“Well, that’s an hour I’ll never get back…”

“They don’t understand our business at all…”

“I got completely lost…”

“It looked really complicated and confusing…”

“Who invited those guys in…?”


Not good. How did we get into this predicament? We built and presented traditional demos, that’s how.


The Traditional Approach to Building the Traditional Demo


One customary approach for creating demos is to outline a long story – an “end-to-end” or “a day in the life” – designed to cover all of the workflows and capabilities, using a handful of fictional characters to tie things together. Demos become training sessions, describing how to navigate the interface, how to customize for specific user types, how to set up forms and dashboards, create and edit records, enter and update supplementary data, walk through multiple interrelated workflows and (eventually) customize and run reports. 


Very little is left out. Management directs us that “we need to communicate the full value of our offering…”


It gets worse, as we use intricate interdependencies seeking to link disparate parts of the demo together:


We say, “Remember the record that we created for ‘Jane’ an hour ago?”  


Prospect thinks, “Nope…”


We plunge on, “Now we’ll show how to take that information and edit it as Jane’s manager Jack and then pass it on to John and Janine in marketing and accounting…”


Prospect is checking phone…


We say, “There are several ways you can do this…”


Prospect wonders, “Is there a way out of this room?”


These demos often show multiple ways to accomplish individual tasks (why would a user want to see anything but the fastest possible way?). Traditional demos attempt to show way too much – and strangely, not enough of what the prospect actually wants to see.


Sadly, traditional demos focus on “how” things work, as opposed to “what” good things the offering delivers. Traditional demos often completely ignore the reports, dashboards, alerts, and other deliverables desired by the prospect.


Furthermore, traditional demos assume that all prospect players want to see the same capabilities. Traditional demos ignore the essential nuances of needs: that executives have one set of desired deliverables and outcomes; middle managers have another, different set; staff members have yet another; and system administrators have their own dimensions of wants, needs and deliverables.


The traditional approach yields demos that are like a huge bowl of spaghetti with tightly intertwined threads, difficult to serve and difficult to consume. We all know that prospects prefer “bite-size” pieces, but most presenters fail to apply these practices. Even the old, slight improvement of “tell them, show them, tell them” (thanks, Aristotle, for the original idea) doesn’t even begin to solve the problem. Highlighting non-relevant capabilities doesn’t help the cause!


Wasted Time, Wasted Demos


And it gets worse…! In theory, the more demos we do, the bigger the pipeline, correct? Well, in theory…


But let’s examine. How many demos do we deliver that we know were simply a waste of time? 25%? 33%? 50%? (Please don’t say more than 50%, that’s simply too painful.)


So, we do more and more and more demos to try to fill the pipeline. And the faster we go, the behinder we get (to paraphrase Lewis Carroll). Our true productivity is frankly pretty poor – but it is not our fault! (Or is it, at least partly, for agreeing to deliver these wasted demos?)


We are caught in the terrible, tyrannical trap of traditional demos. There must be a way out…!


A Refreshing Approach – and Rescue


First, let’s invest a few healthy minutes in doing discovery, before offering any substantive demo. That alone would be a huge improvement…


But our sales colleague said they want a demo right away…! We understand that – but let’s push back, gently but firmly, and use part of that “overview demo” meeting to do enough discovery to enable a focused, prospect-centric demo to be put together.


Let’s stop guessing. Let’s stop assuming that one demo fits all users.


Let’s use the Menu Approach to help our prospect understand what high-level solutions are possible and enable them to self-qualify by letting them choose the Menu items of most interest to them.


Once they’ve selected a topic or two, we’ll share brief Vision Generation Demos to provide our prospect with a vision of what is possible – and to enable a discovery conversation to take place.


And during our discovery conversation, we’ll provide some intriguing insights that lead to capabilities competitively biased in our favor. Now we’ve got what we need to put together a truly Great Demo!


With sufficient discovery completed, we’ll know what Specific Capabilities we need to show in the demo, so we can leave out everything else that is not of interest to the prospect. How refreshing!


We’ll know what key deliverables the prospect wants to consume, so we show those deliverables right up front to engage our prospect and begin a real conversation, making our demo truly interactive. How wonderful!


By knowing what is important for the various players, we can manage questions to avoid being dragged down rabbit holes or getting lost in the weeds. How delightful!


And we can organize our demo in accord with the relative importance and availability of the key players, engaging executives first, then middle managers, followed by staffers/users and ultimately by system administrators and super-users. How elegant!


Now our demos are crisp, prospects’ needs are clearly addressed, and the sales and buying processes move forward productively. And we’ve reduced the number of wasted demos substantially. How productive!


Our lives take a pleasant turn for the better. Since we do many fewer wasted demos, we have more time to prepare for the demos that really matter. Rescue is at hand!


Excelsior! Forward! Banish the Traditional Demo Tyranny!


If you seek liberation from the tyranny of traditional demos, consider making a change. And not a small, incremental, get-a-little-bit-better-but-still-do-largely-the-same-things change. 


Make a real change. A step change. A substantive change that will likely change your life for the better (and for your prospects, as well).


Throw off the shackles of the old traditional approach. Embrace this new, delightfully effective approach to creating and delivering demos.


When you do, you’ll hear your prospects say to you, “Wow – that was a Great Demo!”
 


Copyright © 2018-2022 The Second Derivative – All Rights Reserved.

Thursday, May 5, 2022

A Tale of Three Leaders – What’s YOUR Diagnosis?

Once upon a time (about a week ago), a CRO, a sales leader and a presales leader reached out to me. They said their sales and presales processes were “sometimes adequate”, but there were problems they wanted to address – they felt their teams could be much more productive.

I asked about their symptoms. In their sales processes, they said they were seeing:

  • High No Decision rates
  • Delayed sales process step conversions
  • Far too many “overview” and “Harbor Tour” demos
  • Many unsuccessful demos
  • Many wasted demos
  • “Challenging” POCs
  • Many unsuccessful POCs
  • “Unjustified” discounting

I asked, “What about your planning and tracking processes?” They reported they were experiencing:

  • Small “Land” footprints
  • Landing, but not expanding
  • Inaccurate forecasts and pipelines – “We’re living in the Land of Hope”
  • Salespeople with “happy ears”
  • EOQ negative surprises
  • Pursuing opportunities that had “poor product fit” to make quota
  • Scrambling to try to close business each quarter

I asked, “What happens post-sale?” They reported:

  • A high number of failed implementations
  • Lots of Customer Success Manager “rescue missions”
  • High levels of churn
  • And an uncomfortably high number of negative references from customers

Finally, I asked about the team’s discovery skills. They said:

  • The team is trained in XX sales methodology, but they don’t really follow it
  • The team uncovers pain – but that’s about it
  • No exploration of value
  • No exploration of impact
  • Many “discovery” calls are actually vendor and product presentations
  • Some team members try to do “discovery on the fly”, but end up doing “Harbor Tour” demos
  • They do qualify for budget and timing
  • But they don’t distinguish between prospects who are in an active buying process versus “just browsing”

What’s your diagnosis?

Monday, May 2, 2022

Webinar Recording: The Evolution of PreSales with Natasja Bax

 

Vivun hosted this event – you can find the recording here.


“Adapting to Meet the Demands of Modern B2B Buyers


Join us at the newest Xpert Series virtual meetup where industry leaders, innovators, and coaches discuss the revolutionary methods they employee to solve complex problems in PreSales. First up, Natasja Bax.


Buyer journeys have evolved and companies must adapt to the new modern buyer if they wish to survive—making PreSales more strategic than ever. With the shift in B2B selling and escalated importance for PreSales we must ask ourselves: What will it take to excel at the next stage of PreSales?


The owner of The DemoScene, Natasja Bax, has been tracking the PreSales Evolution and will be joining us April 28 at 14:00 GMT for a fireside chat-style discussion about where PreSales has come and where it is continuing to go. This session will be live & interactive so come prepared with questions and an open mind to the future of PreSales.”