Monday, July 8, 2013

When the Customer Explains the Value - Peer Teaching

We understand today that the very strongest way to learn something is to teach it to someone else (“Peer Teaching”).  In our quest to mark demos Remarkable we often suggest that presales people teach the key Great Demo! ideas to their sales counterparts, for example, to really crystallize their own understanding of the methodology.

A Great Demo! Workshop participant recently noted that you have the same effect (high retention) on the customer’s part when the customer tells others on his/her team how a capability can be used or otherwise articulates the value. 

This dovetails neatly with the earlier post to have your Champion present Situation Slide information (if he/she is capable and competent to do so) to the balance of the customer team.  It also suggests the possibility of a more active role for your Champion (when appropriate), for example, of doing summaries at the end of each demo segment or otherwise adding “color” during the demo.

Monday, July 1, 2013

"All You Can Eat" Buffet / Smorgasbord – and Price

Showing too many capabilities (that the customer does not perceive they will use) can cause vendors to “buy it back” when it is time to discuss price.  An “All You Can Eat” buffet offers a good analogy in the world of restaurants and food…

 An “All You Can Eat” buffet can be a great thing if you are (a) really hungry and (b) typically eat a large amount of food and/or (c) have several teenage male children.  On the other hand, what if you aren’t very hungry or don’t eat a lot of food at one sitting?  Then an “All You Can Eat” offering is likely too much – and may be perceived as too expensive. 

This last observation is very interesting:  the actual price for the meal at many “All You Can Eat” buffets may be in the middle of the range for a typical restaurant meal, but because we don’t plan to eat as much as others might, our perception is that the price is targeted at those more consuming eaters, leaving us with the feeling that we are paying too much for our meal.  Works the same way with demos…!

Monday, June 24, 2013

Additional Restaurant Analogy for Demos - "I'm Full..."

This one is rather obvious…!  With the exception of certain people (generally male teenagers), most people have a finite limit as to what they can eat at any particular meal.  Interestingly, we generally reach three stages, with respect to being “full”:

-          Satisfied:  “Ahhhh, that was good and I feel just about right…”

-          Definitely Full:  “Wow, that was wonderful, but I really don’t have room for dessert…”

-          Should Have Stopped Earlier:  “Ohhhhh, my stomach is really uncomfortable – I shouldn’t have had that dessert…!”

How might we apply these ideas to the wonderful world of demos?

Monday, June 17, 2013

Illustration Idea - Photo of the "Before" from Whiteboard

Great, simple idea:  Take a photo of the customer’s current process or workflow from a whiteboard discussion and present it as a “Before” Illustration image.  Tip:  the more convoluted, complex and generally ugly the “Before”, the better!

Tuesday, June 11, 2013

Surprisingly Delectable Demos – Delightful Dining Analogies

What could we possibly learn from the realm of restaurants and food that we can apply to the wonderful world of demos?  Much more than that one might guess!

Restaurants are all about Vision Generation – and tasting is Technical Proof…

From the moment we enter an elegant restaurant to when we pay the check at the end of a marvelous meal we are engaged in a surprising number of procedures and processes – all designed to heighten our dining experience and to generate incremental revenue for the restaurant.

Here are a few examples to whet your appetite…

Preparation, Preparation, Preparation

The restaurant opens.  The first wave of diners arrives and is seated.  Intriguing scents are in the air:  freshly baked bread, garlic, herbs, spices, butter, and a wonderful aroma of umami pervades throughout.  Appetites rise in anticipation.

The kitchen is prepared; ingredients have been shopped for and purchased, sauces simmered, soups thickened, fruits peeled, spices crushed, vegetables carefully trimmed and cut, racks roasted, brisket braised, fish filleted, and garnishes readied.

So, too, the dining room is prepared; linen laid out, napkins neatly creased, tableware aligned, glasses inspected, candles lit, and tonight’s “specials” menus have been printed.

Most importantly, the staff met, before the doors opened, to review the plan for the evening.  Any new dishes or wines?  Everyone clear on the descriptions of the menu offerings?  What is the flow of reservations this evening?  Any expected theatre-goers or others with time constraints?  Any particularly important guests or reviewers expected?  What should we push and promote tonight?  Any issues or problems?

Restaurateurs work all day to prepare for their lunch and dinner customers.  As much as possible has been prepared and is in place before the doors open – and plans are readied to handle expected challenges:  “Sorry to say we had a run on the swordfish and we just served the last plate, but the sturgeon is fabulous and frankly is my favorite…!”

Similarly, Great Demos are all about preparation.  Doing sufficient Discovery, preparing (and testing) the infrastructure, discussing and generating Situation Slides and Illustrations, organizing the “chunks” and choreography, agreeing on what will be shown and what will not be presented – all should be complete before the demo is scheduled to begin. 

Imagine sitting down at a restaurant, ordering the trout with hollandaise sauce and being told, “It’ll just be a few minutes:  the chef is out in the stream angling for your trout and the chickens are being urged to hurry it up with the eggs….!”

First Impressions

As customers, our first impressions are critical when we arrive and are seated.  We notice the fresh flowers and lit candle on the table, the feel of the linens, the ambiance.  We even note, perhaps unconsciously, the difference between menus already piled on the table vs. being presented an opened menu by the waiter personally.

Fresh water is poured (with a hint of lemon), warm bread and butter follow, and we are already enjoying the experience as we peruse our menus and explore the wine list.

Similar first impressions are (clearly) equally important at the start of demo meetings.  If taking place at your offices or Executive Briefing Center, the meeting room should be prepared for the customers’ arrival:  white-boards clean, cabling organized, lighting, projector and screen set up, refreshments prepared, etc.  As in a restaurant, details make a difference!

When meetings takes place at the customers’ sites, arrive sufficiently early to clean, organize and prepare their conference rooms!

The Menu

Have you ever been in a situation where:

a. You find yourself in front of an audience about which you know nothing of their needs or interests – and they’ve been promised a demo…
b. You are asked to join a web session, right now, and the sales person says, “They asked to see a demo…”  (Again, you have zero information about the customer…)
c. Someone walks up to you at a trade-show booth and says, “What do you guys do?” or “Show me a demo…”

Are you interested in a delightful self-rescue technique for situations like these?  It’s called The Menu Approach – and it is a logical, simple and surprisingly effective method for dealing with situations where your audience is partly or largely undiscovered.

Imagine walking into a nice restaurant – and you are quite hungry.  You sit down and a few moments later the waiter comes up to you and asks, “What would you like to eat tonight?”

You have no idea what they offer, so you respond, “What do you have?”  The waiter says, “Well, we have an extensive set of offerings – appetizers, main dishes, side dishes, desserts – what would you like?”

Very frustrating (and what a wonderful analogy)…!  Both of you are making no progress – and it is very much the same situation as requests for demos where neither party has a clear idea of the other’s desires or capabilities.

A solution?  Back in our restaurant, the waiter says, “Here, let me get you a menu…”

The menu provides a rapid method for the customer to assess what is possible – and to select what is most desirable.  A menu presents a high-level listing of the range of offerings – and we can apply the same principle to the wonderful world of demos.  [See the article entitled The Menu Approach – A Truly Terrific Demo Self-Rescue Technique on our website at www.SecondDerivative.com/Articles.html for further details on applying this terrific tool.]

In demos, the Menu Approach offers an additional advantage:  it (by definition) enables you to control what content can be explored.  With a restaurant menu, the range of offerings is typically limited to what is on the menu.  This keeps diners “on track” with respect to what the kitchen can prepare and serve.  The Great Demo! Menu Approach provides that same control when presenting topics to your audience.

The Wine Menu

“What wine would you recommend…?”

You know you are being played when you ask for a wine recommendation to go with your lamb and the waiter immediately suggests the most expensive bottle on the list.  Interestingly, many diners head for the shallower waters and choose one of the low price options.  Our waiter has failed in this upsell opportunity.

On the other hand, the savvy steward offers three recommendations:  one at the low end (a modest but earnestly appealing Pinot), a mid-range selection (an attractive Gigondas), and a spectacular Chateau Neuf de Pape (located just across the river from Gigondas, but commanding much higher prices). 

Which wine will most people choose?  Typically, it is the middle option that is often selected –representing an upsell from what the customer might have originally contemplated spending.
Customers dislike being perceived as “cheap”, both in restaurants and in selecting software.  The seasoned sales person presents three similar options when preparing proposals and providing pricing information to prospects…!

“Would you like to try it first?”

Wines, in particular, and beer, to a lesser degree, can be puzzling for many restaurant patrons.  We are presented with a wine list that may include dozens of choices – a few we may know; most we likely have never experienced. 

We ask the waiter, “What would you recommend with my rack of lamb?”  He replies, “Well, a Côte du Rhone is a good choice, a big California Pinot Noir works well, and some of the Aussie Shiraz can be a very good fit…” 

But (for many of us) we still lack sufficient data to make an informed decision.  In cases where wine is offered by-the-glass (and generally for any draft beer), the wise waiter asks, “Would you like to try a taste?” 

95% of the time the customer purchases a glass or bottle of that wine.  World’s Best Demo!

A Pause Between Courses

Your waiter has taken your order – appetizer, salad, soup and main course – and you are looking forward to your meal with great anticipation.  Ahh, here comes the appetizer and it looks terrific!

Two minutes later the soup arrives, followed swiftly by your salad.  You are now a bit confused, trying to decide which to address.  Moments later your Beef Bourguignon is presented.  Holy cow (no pun intended), the table is packed with dishes and you are overwhelmed.  Too much, too fast – you need a break between courses.

Traditional demos suffer from a similar lack of breaks – they are often presented as a constant stream of features and functions flung without a pause or breath of air:  “And the next really cool thing I want to show you is…”

Like a well-paced meal, Great Demos break up demos into manageable bites – consumable components – that can be introduced and explored in as much depth as the customer has interest.

Appetizers

Appetizers are the essence of Vision Generation:  often beautiful, intensively appealing, and a portion that is just enough to stimulate the appetite further.  They provide brief, savory satisfaction without overwhelming and set the stage for the courses that follow.

Great Vision Generation demos follow the same idea:  carefully crafted, not too long, just enough to pique your customers’ interest.  In Great Demo! methodology a beautifully executed Vision Generation demo might last 4-6 minutes and consist of an abbreviated Situation Slide, Illustration, and Do It pathway.  Delicious!

Does It Look Good?

Ah… Here comes the main course.  We watch the waiter place it carefully in front of us, rotating the plate to a precise presentation position.  Fascinating – we can learn two intriguing ideas from this…

First:  When we are served a plate of food in a restaurant, we typically assess three things, in the following order:

1. Does it look good?
2. Does it smell appetizing?
3. How does it taste?

Interestingly, as customers, we (often unconsciously) make a very similar assessment when presented with a software screen in a demo:  Does it look good? 

If an initial software screen looks confusing or complicated, we reject it right away (“yuck”) and the balance of the demo will be battling this first impression. 

Conversely, if the screen appears to be clear, compelling and logical (“yummy”), we are open to exploring further and (in a virtual sense) “tasting” the software.

This suggests that we should work to make our Illustrations and end deliverables appear to be as appetizing as possible!

Interestingly, a number of Great Demo! practitioners have commented that the equivalent of “Does it smell good” is the perception of ease of use…  It has been suggested that the number of clicks or taps required to complete a task is the software measurement equivalent of “does it smell good…”  The “Do It” pathway is, therefore, one possible indication of whether the software is perceived as easy to use (and thus smells terrific!) – too many clicks, on the other hand, and it stinks!

[Meanwhile, I eagerly await the advent of apps and software that provide real-time smell and odor capabilities…  Don’t you?]

Second:  Remember that our waiter carefully positioned the plate in front of us – presentation is key to helping it look as attractive as possible.  Garnish, sauce dots and lines, vertical structures – these all combine to make the food look as interesting and appetizing as it can.  But the plate doesn’t have to do all the work on its own: the waiter’s presentation (delivery with a white folded napkin in hand, followed by careful rotation to just the perfect angle in front of the customer and the verbal summary of dish…) – all conspire to increase the allure!

Similarly, in software demos, you can bias customer perceptions of the appearance of your software by drawing their attention directly to the key elements on the screen, supported through the use of props, examples and engaging stories.

The Desert Platter

The Menu Approach is a terrific tool to help customers understand what is possible and to choose what seems most interesting – but can we do better?  Certainly…!

Which restaurant will sell more desserts:  the one that presents diners with the dessert menu, after the main course is finished, or the establishment that has the waiter bring the tray of mouth-watering, irresistible desserts presented with a one-by-one exploration of the delights of each offering?

Tough guess, huh?

Think about it.  Restaurants have learned is that the visual combined with the verbal delivery describing an offering can make critical differences in perception (and purchase) by customers. 
The same principles apply to demos and especially when presenting Illustrations of end results.  If a vendor simply shows a screen and says, “So, what do you think?” that vendor is letting the customer come to his or her own conclusions – the customer may not understand the significance of what is being displayed.

On the other hand, pointing specifically to the key elements on the screen while verbally providing commentary designed to underscore the importance and value of those elements – well, that is what our more skilled waiter is doing with the dessert tray (and the augmented bill yields correspondingly larger tips).

Adding Some Bias

Our waiter in the above example does something else that we can learn from and apply to demos.  The next time you are in an elegant restaurant and you have the opportunity (and pleasure) to explore the daily specials or the waiter-presented dessert tray, listen carefully to what he or she says.

For example, does the waiter describe all of the dishes equally?  Typically not!  This one is identified as “the most popular” and that one is his “personal favorite”.  He is skillfully biasing your choice towards certain offerings, based (hopefully) on his personal experience or (unfortunately) what the kitchen needs to move that evening…

The end result, generally, is that those dishes and desserts that receive the most positive bias from the waiter will be sold in higher quantities.  How might we apply this to demos?

The very same way!  When presenting a set of choices (when using a Menu, for example), we can bias audience interest towards any particular item by suggesting a stronger positive angle – or cause other items to sink in ranking by down-playing their importance.

Japanese Restaurant Food Models

Imagine that you are in Japan, on business, and you decide to head out of the hotel for dinner.  You walk down the street and all you see is signage in Japanese (let’s assume you don’t speak or read Japanese).  What do you do? 

Fortunately, many Japanese restaurants have front windows that display a range of delectable offerings on shelves – noodle dishes, soups, fried items – enabling you to quickly decide what looks most appetizing to you.  To order, you don’t need to know the name of the item or find it on a Japanese text-only menu, you can simply take your waiter to the front window and point – what a delight, as you are really hungry!

A closer look at the dishes in the window shows, however, that they are not real – they are carefully crafted plastic models of individual dishes (which affords great expiration dating, by the way:  “Best used by 2815…”).

These models are excellent examples of Great Demo! Illustrations – showing the end result.  In this case, the end result is an excellent (plastic) representation of the dish, enabling customers to quickly scan what is possible and choose which item looks most palatable.

Cookbooks – and Pictures

You are paging through a new cookbook, trying to get ideas for an upcoming important meal.  Which recipes do you tend to explore – those that are limited to text descriptions or those that also include a photo of the finished dish?

Cookbook publishers know that most readers prefer cookbooks with photos of the finished product.  The pictures help readers gain a rapid understanding of what the completed recipe should look like – if it looks appetizing, it has a higher likelihood of being pursued.

Not surprisingly, pictures of the completed, plated, presented dish can tell us a great deal:

- What should it look like?
- Does it look appetizing?
- What are major ingredients?
- What is the mode of preparation?
- How should it be presented?
- What beverages does it pair well with?
- What are the complementary side dishes?

One picture of a completed dish is easily worth 1000 words of text description – which suggests that one good Illustration of your software should be worth… (wait for it…) 1000 clicks!

What can we learn from the restaurants that we can apply to the wonderful world of demos?  Clearly, a veritable buffet of ideas – bon appétit!

Copyright © 2013 The Second Derivative – All Rights Reserved.

Sunday, June 9, 2013

Have Your Champion Present the Situation Slide

Just saw this in a demo recently and what a terrific idea! When your Champion is a strong presenter and you are about to deliver a demo to his/her team or his/her management, contemplate inviting your Champion to present the Situation Slide to the balance of the audience – very compelling!

Tuesday, June 4, 2013

Another Terrific Metric to Track Salesperson Effectiveness

One of the biggest challenges for presales staff can be working with sales people who don’t “get it” with respect to the need to do sufficient Discovery prior to demos.  Previously I offered a metric that helps separate the great vs. good vs. not-so-good sales people by measuring the dollars-of-revenue per number-of-demos done. In this case the more efficient and effective sales people will have larger numbers.

 Another good metric to track and measure is the number of demo meetings booked in comparison with the number that actually take place on the original dates.

 Very often, sales people will ask for a presales resource to be assigned for a particular date, but then that date moves (sometimes several times!). This impacts the entire organization negatively, as that presales resource could not be used for other opportunities (that might have been better qualified, with better Discovery completed, and a much higher likelihood of coming to fruition). With the less effective sales reps, we would often see requests for multiple dates for demo meetings for a single customer. Those dates often slipped and we received requests for new dates…

 In one infamous case, one rep had tied up presales resources for a full two-week window without ending up with a single meeting! (What a sad waste…).

Friday, May 24, 2013

Mapping Browser-Based Applications to Projector Resolution

Just saw this recently: You can use CTRL - and CTRL (Shift) + to zoom your display larger or smaller when using browser-based applications. This is very useful for rapidly adjusting to LCD projectors of various resolutions. (If you have ever been surprised when you connect to a projector, particularly an older one, and suddenly find that you have to use scroll bars to access large portions of your screen – you’ll know why this tip is so valuable!) CTRL – shrinks your screen, fitting more in view CTRL + expands your screen, zooming in... Remember that you need to use three keys simultaneously: CTRL Shift +

Wednesday, May 15, 2013

[Warning: Shameless Self-Promotion Alert] Great Demo! Public Workshop May 22-23 - Next Week

Our next Great Demo! Public Workshop is scheduled next week - May 22-23 in San Jose, California. Registration information can be found here (http://www.skmurphy.com/blog/2012/10/26/great-demo-workshop-on-may-22-23-2013/). This is a 1.5-Day Workshop, with the first day focusing largely on core Great Demo! concepts and the morning of the second day addressing more advanced topics and techniques. This is an excellent opportunity for individuals, small groups or for teams that have new hires. You can register using the link above or contact me for more information (PCohan@SecondDerivative.com).

Tuesday, May 14, 2013

Reflector – Share iPad/iPhone screens in Remote Demos

Saw something very cool in a recent Great Demo! Workshop – one of the participants showed how to share his iPad via his Mac over WebEx… In other words, he was doing a demo on his iPad and shared it with customers located remotely, via his Mac while running WebEx (or GoToMeeting, etc.). Reflector is an app that enables this, using AirPlay to mirror an iPad or iPhone on a Mac or PC. Check it out: http://www.reflectorapp.com/

Sunday, May 5, 2013

Why Don't Customers Remember My Demos?

We typically encounter about 3000 interruption-based marketing messages every day – in the form of web/email/magazine/newspaper/radio/TV ads and commercials, billboards, other signage, and even the drink cans, bottles and snacks that we consume in conference rooms during meetings! Our brains are presented with this onslaught constantly. Accordingly we make very rapid yes/no, keep/discard decisions about what is important (things that are threatening, attractive, unusual, or humorous) and what can be ignored and discarded right away. To add to this, our brains also operate in “stack” fashion, with the most recent inputs tending to push the slightly older inputs out of the stack, to be forgotten. In demos, we are constantly battling these forces as we seek to have the information that we deliver stick firmly in our customers’ brains – and hopefully more firmly than information coming from our competition. What can we do to help customers retain the key ideas we want them to remember? Consider the following… Percent of Information Retained vs. Mode of Delivery: - Lecture: 5% - Reading: 10% - Audio/Visual: 20% (each additional sense that is brought into the experience increases retention by about 10%) - Traditional Demos: 30% - Discussion Group: 50% - Practice by Doing: 75% - Peer Teaching/Immediate Use: 90% Clearly, our objective is to find ways in demo meetings to push the mode of delivery down that list. For example, the use of props can help increase the number of senses that are involved. Enabling customers to ask questions (rather than pre-answering them) pushes retention to the level of a Discussion Group. Inviting one or more members of the customer to “drive” a portion of the demo moves the mode to Practice By Doing. Using engaging stories is another good method, particularly in conjunction with these additional ideas. Look for as many ways as possible to get your audience directly involved in your demos. Combinations of the above ideas can help make your message particularly memorable and “sticky”. There are a few articles on my website at www.SecondDerivative.com/Articles.html that develop these ideas more fully, as well: - Storytelling and Demos - We Are Programmed To Forget – And Its Impact on Demos - What Makes a Demo Truly Remarkable

Friday, April 26, 2013

Practice Your Demos with Existing Customers

In addition to practicing demos with: - Other SC’s/presales team members - Sales people - Your spouse/significant other - Dog (always positive) or cat (typically more cynical) - Customer Champion You can also consider vetting demos with existing, friendly customers who may be willing to give you honest and often very useful feedback. This strategy is particularly useful when testing new Vision Generation demo ideas (for new products, updates, or existing products targeted at new customers, etc.).

Thursday, April 18, 2013

Menu Approach – Controlling the Content

A Great Demo! Workshop participant pointed out (today!) that the Menu Approach offers an additional advantage: it (by definition) enables you to control what content can be explored. With a restaurant menu, the range of offerings is limited to what is on the menu (with the exception of a few daily specials, perhaps). This keeps the diners “on track” with respect to what the kitchen can create and serve. The Great Demo! Menu Approach provides that same control when presenting topics to your audience as it limits the topics (hopefully) to what you are able to demo.

Sunday, April 14, 2013

Demo Jedi Mind Tricks

Don’t you wish this would work in real life?

Customer:  “Can your product do X, Y, and Z?”
SC (while waving hand slowly):  “…These are not the capabilities you are looking for…”
Customer:  “These are not the capabilities I am looking for…”

Customer:  “We’ll need to try your software in a POC.”
SC (while waving hand slowly):  “…You don’t need a POC and you are ready to buy…”
Customer:  “We don’t need a POC and we are ready to place the order now.”

Customer:  “Your competition’s offering is much better than yours.”
SC (while waving hand slowly):  “…There is no viable competition…”
Customer:  “There is no competition and we are ready to place the order now.”

Have any other examples of Demo Jedi Mind Tricks to share?

Tuesday, April 9, 2013

[Warning: Shameless Self-Promotion Alert] Upcoming Great Demo! Public Workshop May 22-23

Our next Great Demo! Public Workshop is scheduled for May 22-23 in San Jose, California – Registration information can be found here (http://www.skmurphy.com/blog/2012/10/26/great-demo-workshop-on-may-22-23-2013/).

This is a 1.5-Day Workshop, with the first day focusing largely on core Great Demo! concepts and the morning of the second day addressing more advanced topics and techniques. This is an excellent opportunity for individuals, small groups or for teams that have new hires.

Register using the link above or contact me for more information (PCohan@SecondDerivative.com).

Thursday, April 4, 2013

Situation Slides - Three Options for Delivery

In Great Demo! Workshops we teach the idea of using a Situation Slide to start demo meetings, especially for Technical Proof demos, with Situation Slides generated and presented using PowerPoint or Keynote.  A number of Workshop participants ask if this is the only way to present Situation Slide information or are there other options? 

There are (at least) three methods of delivery that practitioners use today:

-          As a slide presented using PowerPoint or Keynote
-          Presented verbally
-          Using a whiteboard or flipchart

Using PowerPoint or Keynote, some practitioners use the “controlled vocabulary” version of the slide:

Job Title/Industry:          VP Sales, Mid-size Software
Critical Business Issue:   Achieve/exceed quarterly and annual quota
Problems/Reasons:        Poor insight into pipeline/forecast
Specific Capabilities:      Rapid view of actuals, status, problems
Delta:                                $2M incremental revenue; recover 2.5 FTE
Critical Date:                    Implementation by June 1, 2013 to be ready for 2nd half forecasting session

More experienced practitioners remove the Job Title/Industry line (since the customer typically knows who he/she is…!) and translate the “controlled vocabulary” labels to words or word phrases that the customer might typically use, for example:

Challenge:                          Achieve/exceed quarterly and annual quota
Issues:                                 Poor insight into pipeline/forecast
Requirements:                  Rapid view of actuals, status, problems
Value:                                  $2M incremental revenue; recover 2.5 FTE
Timeline:                            Implementation by June 1, 2013 to be ready for 2nd half forecasting session

This same information can be presented verbally, without the need for a “formal” slide.  This can be particularly useful and compelling when the demo is intimate, with one or a very few players – and it also shows that the sales team has internalized the customer’s situation.

A third option is to use a whiteboard or flipchart and present the information verbally while writing a few key words on the whiteboard/flipchart to highlight the most important aspects of the customer’s situation.  This has proven to be particularly successful – and compelling – as it appears to be ad hoc (even if the sales team has carefully planned what they want to say and write…)!  Even better, these few key words tend to stay visible during the course of the, reinforcing the problem, solution and value.

Any other modes of delivery that people have tried?

Monday, April 1, 2013

Discovery - For Highly Transactional Sales Cycles

Doing sufficient Discovery is clearly critical for mid-size and large software sales opportunities – but what about situations where the sales cycle may be a few days or weeks and the size of the opportunity is on the order of $3K - $12K?  Is Discovery still important?

Yes…!  The challenge is to strike a balance between operating in a transactional mode (read “moving fast”) and enabling the customer to feel that you have invested sufficient time to understand their situation. 

It is not unreasonable to consume 15 minutes in a Discovery conversation with a customer in a 30 minute “demo” call – the end result will be a customer that, typically, feels good about the transaction about to take place.  Investing this time in Discovery will enable you, as the vendor, to focus on the key needs and capabilities, reducing what would typically be a 30 minute rapid “Harbor Tour” to 10-15 minutes of crisper, focused demo.

Should you use a script for your Discovery questions?  Yes and no…!  Yes, you should have a list of questions/topics to cover; no, I don’t recommend following it religiously, but rather be prepared to bounce around in accord with where the customer takes the conversation – but use the list to make sure you cover the key questions and topics needed.

Thursday, March 14, 2013

Doing Discovery – Before An NDA Is In Place

Many organizations are unwilling to share sensitive information before an NDA (Non-Disclosure Agreement) is in place, limiting the information that can be uncovered in Discovery conversations.  Three recommendations:

1.       Acknowledge and respect that the customer may be unable to provide information until an NDA is executed; don’t push.

2.       Help the customer realize that it IS worth the time and energy to complete an NDA.   One simple way to accomplish this is to ask a few questions that the customer can’t (yet) answer – after a reasonable number of “I’m sorry, I can’t share that yet – it’s confidential information”, they will realize for themselves that it makes sense to execute an NDA.

3.       You should make the offer:  “Why don’t we execute an NDA so that we can continue the conversation…?”

A couple of additional ideas:

First, recommend that the NDA be mutual – bidirectional – so that any pricing or similar confidential information you provide can be protected under the same agreement.  This also helps to position you on a more equal basis with your customer.

Second, set a date for the next discussion so that there is s a reasonable level of urgency associated with getting the agreement completed.

Tuesday, March 12, 2013

iPad Prompter For Demos and Presentations

I recently saw a wonderful use of an iPad – as a “teleprompter” for a demo/presentation.  The presenter was showing a demo from a laptop computer and used his iPad for his notes and personal “script” alongside.  In this particular case he was operating from a podium and the audience couldn’t see the iPad – very elegant!

Additionally, he only need to “swipe” downwards on his iPad to move to his next page of notes/script – a quick hand motion that was much easier than finding a PGDN key or similar.  Great idea!

Monday, February 25, 2013

[Warning: Shameless Self-Promotion Alert] Upcoming Great Demo! Public Workshop March 6-7 – Next Week

Our next Great Demo! Public Workshop is scheduled for May 22-23 in San Jose, California – Registration information can be found here   (http://www.skmurphy.com/blog/2012/10/26/great-demo-workshop-on-may-22-23-2013/).

This is a 1.5-Day Workshop, with the first day focusing largely on core Great Demo! material, and the morning of the second day addressing more advanced topics and techniques.  This is an excellent opportunity for individuals, small groups or for teams that have new hires.

Contact me for more information or to reserve seats (PCohan@SecondDerivative.com).

Friday, February 22, 2013

Discovery: Unique, But Part of a Group

People (and companies) perceive themselves as unique, particularly with respect to their situations – but they also want to feel that they are not alone, that others suffer from similar problems (and have found good ways to solve those problems that may also apply to them…). 

When doing Discovery, one objective is to make the customer feel comfortable that you understand their unique situation.  This is best accomplished by asking good, relevant questions. 

A second objective in the Discovery process is to help the customer visualize the possibility of a solution to their problems (not the details, just that a solution is possible).  One way to achieve this is, after you have a clear understanding of their situation, is to comment “We’ve been able to help others in situations that were very similar to yours…”  This places them into a group where they perceive they are not alone…  [Some sales methodologies, e.g., Solution Selling and CustomerCentric Selling, call this generating “hope and curiosity” – great phrase!).

It is interesting how the humans hold onto both ideas – of being unique and part of a group – simultaneously.  Humans are really fascinating…!

Tuesday, February 19, 2013

Doing Discovery “Beyond the Fence” – Other Important Questions to Ask

Imagine you are doing a major remodel of your house and you are in a discussion with the architect about new house design – what should you consider?

There are two sets of items: “inside the fence” and “beyond the fence”.  Most people focus their attention on the “inside the fence” items, such as the new layout, fixtures, trim, appliances, paint color, etc.

This thought process is similar to what many sales teams address when doing Discovery with their customers – the sales team focuses on the items that are closely related to the features and functions of their software – existing vs. desired workflow, pain points in the current process, missing capabilities, etc.  That’s good, but we can do better…!

A great architect asks questions about the remodel customer’s “beyond the fence” items:  E.g., neighborhood and general look of the neighborhood, weather, prevailing wind and storm conditions, local traffic and typical flow, noise sources, sun arc and hours, streetlights, schools, crime, specific neighbors (and their pets/livestock), etc.  A great sales team similarly asks questions that go “beyond the fence” from typical product-specific thinking with doing Discovery.

What are example questions you might ask “beyond the fence” for your offerings?  (You might consider adding these to any existing "Discovery Documents" you already use...)

Thursday, February 14, 2013

[Warning: Shameless Self-Promotion Alert] Upcoming Great Demo! Public Workshop March 6-7

Our next Great Demo! Public Workshop is scheduled for March 6-7 in San Jose, California – Registration information can be found here (http://www.skmurphy.com/blog/2012/11/02/great-demo-workshop-march-6-2013/).

This is a 1.5-Day Workshop, with the first day focusing largely on core Great Demo! material, and the morning of the second day addressing more advanced topics and techniques.  This is an excellent opportunity for individuals, small groups or for teams that have new hires.

Contact me for more information or to reserve seats (PCohan@SecondDerivative.com).

UPDATES:  Here are two brief testimonials from recent Workshop participants:  http://www.skmurphy.com/blog/2013/02/18/chris-kane-great-demos-impact-on-the-vendorrisk-sales-presentation/

http://www.skmurphy.com/blog/2013/02/19/ilya-semin-of-datanyze-on-value-of-great-demo-workshop/ 

Monday, February 11, 2013

Mixed Face-to-Face and Remote Demos – 3 Good Practices

What should you do when find yourself in a demo where part of the audience is face-to-face with you in a conference room and a number of additional participants are connecting remotely (e.g., via WebEx or GoToMeeting)?  In addition to the ideas already published in my Remote Demos articles and blog tips, here are three more “best” practices to consider:

First, operate as if everyone is remote.  That way, you are using your mouse and various annotation tools to draw attention to elements of your software on both the projector screen in the face-to-face room and the remote participants’ screens as well.  Clearly, any physical pointing you do using your hands (or stick or laser pointers) can only be seen by those who are face-to-face. 

However, there is an additional twist:  you also need to be the “Active Conduit” of information, communicating what is going on in the face-to-face room out to those who are remote.  For example, if there is a side-bar conversation, you need to let the remote participants know and give them updates and the outcome, as appropriate, when that side conversation completes.  Similarly, if someone asks a question in the face-to-face room, you may need to repeat it for the remote participants. 

Along similar lines, you also need to continue to drive interactivity with your remote participants, using the annotation tools, asking questions of them, checking latency with them, etc., to keep them engaged.  There is a tendency for presenters to forget about those who are connecting remotely and simply focus on those who are face-to-face…!

[Send me an email at PCohan@SecondDerivative.com if you’d like copies of the articles I mentioned]

Saturday, February 9, 2013

Recording Web Demos - An Elegant Approach

I often recommend that sales and presales teams record their web-delivered demos (e.g., via WebEx and GoToMeeting) so that they can watch/listen to the recordings and improve their practices (pace, tone, mousing, word-choice, use of annotation tools, hearing customer questions accurately, etc.).  It can sometimes be a bit uncomfortable to ask the customer if it is OK to record the session, however. 

One delightful approach is to ask the customer if it is acceptable to record the demo “so that you can replay it for yourselves, if desired, or share with colleagues”.  Wonderful!