CUTTER CONSULTING GROUP

E140: Call Center Tech with Fred Stacey – Part 3 of 3

January 5, 2024


How can advancements in technology, specifically AI and automation, enhance the sales and customer service experience in contact centers?


This is the third installment of the conversation I had with Fred. 

In Part 3, Fred and I cover:



  • Contact Center turnover rates
  • Meeting your customers where they are at to buy
  • Consultative selling in the right way
  • Bots don’t change us
  • Sales people who actually listen and provide solutions


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Connect with Fred on LinkedIn


Fred’s Info:

Fred Stacey is the General Manager and Co-Founder of Cloud Call Center Search which is a division of Outsource Consultants. Fred has been in the contact center industry for over 25 years, starting out manning the phones as an agent before moving to the operations side where he worked to recover failing call centers and start new ones. During that time he worked in leadership roles, involved in technology acquisitions and center build outs while overseeing the ongoing center operations and selecting future leadership.

Prior to joining Corey Kotlarz to start Cloud Call Center Search, Fred held executive level roles in contact center and debt collections software companies. He has managed every aspect of a software company, from running Europe, Middle East and Asia Pacific operations to co-founding startups where he served as COO. Fred specializes in contact center and debt collections software, selection, business operations and strategy.


As General Manager of Cloud Call Center Search he assists companies in identifying the right technologies for their contact center needs, and is constantly evaluating products from artificial intelligence to workforce optimization – and everything in between.

Website: 
https://cloudcallcentersearch.com/

Link
edin: https://www.linkedin.com/in/fredstaceyaincx/

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  • Show Transcript

    Jason: Welcome back to the sales experience podcast. Welcome to the final part of the three part series of conversations I had with Fred Stacy. Now make sure if you haven’t already listened to part one and part two in the last two days so that you can hear the buildup to where we are on this conversation. And as I mentioned in yesterday’s episode in the beginning, listen for different ways that this technology conversation could apply to you no matter where you are in the business. Now obviously if you’re an owner and you have a contact center inside sales call center team or a marketing department that’s looking at different ways to outreach and find customers and optimize that whole experience, make sure to listen closely to the type of things that Fred is suggesting. There’s so much value in so many things that you can do now for your team, for your business, as well as emerging technology, AI and things that are coming soon. So here is part three of my conversation with Fred. Enjoy


    Fred: Renewals, basic stuff like that. You’re going to do it online or through an app or however, you know, you’re, that particular company allows you to have your digital journey, but if you’ve got a problem on your phone, on your bill, if you’ve got, you know, a serious problem that you know, you know, is needs to be resolved right now or is complex, the automatic assumption is that the only way they’re going to get it resolved quickly is to make a phone call. Right? Right now though, you have to expect that inside the center, you know, sales agents, the even customer service doing up sales cross-sales have to be better equipped with the tools to have visibility into, you know, what’s going on. They need to be able to handle those more complex problems, you know, and it just means that you need to, it traditionally contact centers have been high overturn or you know, I mean, you know, the way this goes, right?


    Fred: You know, in sales, especially in contact center sales, their turnover is ridiculous. The costs that they pay relatively lower speaking, those things have to shift, right? We’re already seeing it in the industry that focus on the agent experience, employee experience, AIX X, whatever you want to call it, it’s definitely gone. You know, it has increased significantly, you know, with the additions of gamification, some performance management systems combining LMS learning management systems with performance management and actually tying those KPIs back to their learning exercises. You know, as it adult learning a people we in the contact center market, especially if they are traditionally not really good about forward thinking and adopting change, right? We’re not, you know, you can go out and I mean look at the technology landscape as a whole and 70% of the, the contact center market is premise-based. You know, they haven’t even moved to cloud, let alone, you know, move to any type of automation or these are all things that is driving this significant shift in the way we focus.


    Fred: But I think it comes down to we’re looking for a way to create an effortless experience for the customer. And the only way we can do, whether it’s in sales, you know, customer service or collections, the only way you can make it effortless is through technology. You know, and whether that technology is enabling your agent to be better at answering the phones or providing your customer with the information that they need at their fingertips when they need it. I mean bottom line is the only way to make it effortless is through technology. So we’ve got a lot of catching up to do, you know, as an industry, as a whole sales. Yeah. It doesn’t matter any segment inside the market, there’s a lot of stuff that needs to get done.


    Jason: I think that’s important is to leverage the technology. Cause as you’re talking I’m thinking about sales kind of environments or sales processes that I’ve seen or built or been a part of where there’s a lot of the conversation. Let’s say it’s a, it’s a complete sale that’s done over the phone or you know, some kind of interaction with uh, you know, telesales type department and there’s a bunch of information needs to be gathered that normally you would like, you know, address and phone number and social and all these different points of data that are needed for this sale to be completed back in the day. That’d be fine. They people expect it. And what I’ve seen is that when people call, they don’t want to have to give all that. Like they know how easy that is to put online. Now again, this is saying in coming from the point of view where it’s still a phone goal, it’s still telesales, they need the help, right?


    Jason: It’s a consultative type of transaction and or sale, not a transactional one. And so there is still an interaction, but people’s kind of threshold or patience is not necessarily going through their information. It’s, you know, solving the problem. And then how do you make it easy with technology to get that data from them? Even if it’s them filling it out, it’s like, Hey, I’m going to send you a form. You fill it out now that we solved your problem, here’s the order form. Right? And so it’s a mix and a balance of, you know, people wanting to be able to fill out a form and an order, something on Amazon and have it delivered as quickly as possible to the help and handholding and the relationship and the conversation. So I think that’s part of it, which is, um, you know, when you balance that and not go too heavy one way or another to heavy old school, let’s make this a long, painful phone call and not too heavy on the let’s go all digital and technology and then, you know, there’s no relationship depending on what you’re selling.


    Fred: Yeah. And that’s the balance. Right? You know, I think most of the AI implementations that I’ve seen that have been successful are the ones that are leveraged to drive either the agent experience, you know, to better help the customer faster or you know, the stuff on the front end that handles the, the very basics of, you know, questions and answers using natural language processing and bots. Right? And bots can be voice bots can be digital, they can be text bots, they can be chatbots. It doesn’t really matter. Bots are bots. They’re the front end that’s handling the initial part of the communications. But the companies that do really well at that are the ones that recognize that there is certain things that shouldn’t be automated and that their customers don’t want automated. They want to be able to talk about billing. And I bring that up again because billing questions are often something that somebody wants to get resolved and you know, they don’t believe that they can get it done through robot. Even if you can. And you, right. I mean the technology is there. You could figure out a way to resolve it through even logic base. But nonetheless, you know, I think that, um, you know, the technology doesn’t change what you said earlier. I mean it’s still humans and people still want that. Yeah. It just makes it easy. The technology should enhance our ability to make it effortless.


    Jason: Yeah. And um, you know, kind of like the argument where some people say, you know, social media is changing people you know, and making different people, Oh, like all of these things, the technology are all tools that magnify who you are and what you would do anyway. Like if you’re a good person and you believe in relationships, you’re going to do that with social media. Social media is going to be a way to build relationships and network and do positive things. If you’re a negative person or you’d like to gossip or you just like drama, social media, all technology, any of that will just magnify who you are. Like they say about money too, right? Like money doesn’t change you, it just magnifies and you know, grows, whatever, whoever you are, it just makes you a, a bigger version of that. And so it’s the same thing with technology is like with your organization, with what you do, what you focus on, like at a telesales letter, uh, level contact center, you know, use technology to enhance what you’re doing and not replace it. And then for the sales people, this thing and, or the managers and owners, you know, really what you want to do is technology take care of the easy stuff that you know is the robots of the present and the future can handle and then focus on the relationships, the conversations, the conversion, and you know, building that client base if you’re going down the telesales route.


    Fred: Yeah, exactly. Well, and you know, you look at the way that this successful social media sales people in the market, they’re leveraging it to create deeper, wider relationships, deliver more content about, you’re not asking for things. I mean, you know, the, the world is shifting, right? And you know, the technology are critical tools like you said, but I mean, just like a hammer, that tool can be used for some great things, but it can also be used for some horrible things. So these are right


    Jason: And you know, a hammer is a great tool. Unless you have a screw, right? Then it’s the wrong tool, right? Not even talking like good versus evil. Sometimes you’ve got to have the right tool in the toolbox which goes along with, you know, whatever the company’s focus is, what you sell, the engagement with your customers expect, you know, and how you piece that together. You know, and obviously you being in the space that you are the master of having all of those items in the toolbox and then you know, consultatively figuring out, right, which is what I appreciate about you and all of our conversations with clients is, okay, so here’s the scenario. Like what piece needs to be brought in? What’s the specific application of the right tech instead of like the one size fits all. It’s like, okay, you know, how do you solve this? And it’s, you know, obviously it’s the same thing you would do as a salesperson for anyone else. That’s what you do. It’s what I do for, you know, business is, okay, so what do you need? How can we get you there? And how can we do it in the right way that’s also profitable and not just a, okay, let’s put this big expensive thing in place and habit wastes a whole bunch of time and money. But how does it magnify what the company’s doing?


    Fred: Yeah. And, and that’s the cool thing about my model. You see, I’ve, I’ve never, it was interesting when you first asked me to be on, I’ve never considered myself that great at sales, you know, and, and there’s a lot of reasons I could go into, but I had been great at building people, you know, in building sales people around me. And you know, this particular company that we’re building is the perfect fit for a guy like me because I don’t, I’ve never liked putting a square peg in a round hole. And sometimes when you’re selling software, you know, or selling any individual one product, you have to do that. And I’ve always struggled with that because I want to do, I want to do right by my clients. I’ve always believed that, you know, why would I sell you something that a year down the road you’re going to hate?


    Fred: And you’re going to change anyways and it’s going to cause you more pain. And especially in our world, I, you know, dealing, living in the contact center market, it’s a finite market. Even when you look at it from a global scale, it always amazes me how many people are interconnected in my network, you know? So I’ve always hated that. But today I get to go in and say, all right, let’s talk about your business. Let’s talk about what actual problems from business perspective we’re going to solve and how can we fill those gaps with those technology tools and what are the right tools to look at? Even so, I get to come in with, you know, a hundred plus products in my quiver and say, let’s talk about business outcomes. You know, let’s really take a look at this holistically. Instead of saying, wow, you know, my board told me I need an AI strategy. Great. We’ll get there. You know? And it gives, just gives me ability to be hyper consultative and which is what the modern salesperson has to be anyways, right? But I’ve never really fundamentally saw myself as a great salesperson. I just haven’t because there’s a lot of reasons we can go into that


    Jason: Well, but anybody, anybody who’s listened to this show, especially season one or has or knows me at all is I think the fact that you don’t think you’re a great salesperson, but you want to help people and you see that as a solution based thing is what makes you so great and what I think the world needs more of and really kind of my focus with the sales experience podcast is leveraging those kind of focuses instead of the, you know, that’s why I don’t spend a lot of time on this show or anything. I do have like, okay, here’s the closing strategies, here’s the closing lines, let’s beat into you these types of strategies, which is, Hey, if I can do this, would you do this? Like I think those have a place and I think those work, but fundamentally who are you? Do you want to solve problems?


    Jason: And when you do it from that place, you don’t even have to think of yourself as a good person. A salesperson because you just will be, because you’re actually solving problems and listening to you talk. You know, some people might think, well, but I don’t sell long term, you know, long sales cycle solutions, you know, I’m not selling one thing and then I have an upsell and then all these other things. You can be a short, even one call, you know kind of B to C closer. But the goal is solving problems for that person, square peg, square hole, thinking long term. Even if you have an ultra short sales cycle, but thinking long term and wanting the success of somebody longterm and then you’ll, in my experience, you’ll always win if you’re doing that and moving, you know, your pipeline, your prospects for,


    Fred: Yeah, and I think that’s a shift that’s been happening. I mean, you know, because of the noise, because of all the things we’ve already talked about, social media, all the things. I think the ones that are good at that side of the business, no matter what, and you’re right, it can happen in a short sale cycle or a long sale cycle. B2C, B2B, it’s still about building a relationship and helping them solve whatever problem they’re having, whatever problem they have with what you have to offer. But nonetheless, It doesn’t change my mind. I still don’t believe on the best day. I do know that I’m good at training and building people


    Jason: Well and, and for some people listening to that, uh, might be the place, you know, maybe not great sales, but, uh, you know, help other people and you know, how it can be done and you know, there’s a way to use whatever strengths and abilities you have, but I’m pretty sure you’re really good at selling or getting people to buy and helping them buy, which is different than selling or sales or, you know, trying to push something on somebody.


    Fred: I appreciate it. We’ll agree to disagree on that.


    Jason: So where is the best place for people to find you? Whether, let’s say they’re a company and they’re looking at something for their contact center, their telesales, anything tech related, like where would they find you if they’re a salesperson, you know, and maybe their com they want something for their company, what’s the best place? Where can people find you? Especially LinkedIn obviously cause you accept all requests there.


    Fred: Yeah, exactly. I already spilled the beans. You know, you of course LinkedIn, anytime, you know our website is cloudcallcentersearch.com you know you can reach out anytime. Yeah. A I leave and yeah, people think I’m crazy for doing this but I have my contact information open on LinkedIn. I have my email address, my cell phone. Yeah. I put all that stuff out there and I do that very much on purpose because you know this about me. I, you know, I, I believe that a network you serve your network and your network will, you know, eventually serve you, but you do it in a way that, you know, you just don’t expect anything. So people call me all the time asking what’s going on in the industry, you know, from partners to asking me about what events I’m going to, to, you know, running scenarios by me.


    Fred: The one thing I always try to do is I always try to help. I try to be of service to the market. After 26 years in contact centers, I’ve realized that I’ve got some value to provide to people. And you know, somebody meant, a couple of people mentored me growing up. I got lucky, I found a few mentors and I, I pretty much, you know, constantly be down the door of them to teach me and, and drag it out of them, you know? But, uh, I love returning now. Oh man. You know, that’s what I enjoy to do and it just helps. My business model is based on, on a, you know, certain part of referrals, you know, being a master agent. Yeah. We’ve got sub agents, all those things, you know, but even if that’s not part of your business model, you should be looking to referrals because they’re the best closing percentage. You know, there’s all kinds of reasons I could tell you why. Yeah. I mean, I think if you’re in sales for any period of time, you know that referrals are the best leads you could possibly get. Yeah. And the way you do that, it’s not that I expect that from anybody. It just happens. 


    Jason: You plant enough seeds and you do the right thing and you nurture relationships and it will always happen. Uh, I spend a lot of time talking about that as well. The previous season, you know, I covered that. I fully agree with you on that.


    Fred: Yeah, yeah, yeah. So reach out any, anyway they can. They can always touch and through you. Um, you know, of course you know how to get ahold of me, you know, it’s so any way they want. I’m always open.


    Jason: That’s awesome. And just so everyone knows, cutterconsultinggroup.com a podcast will be on there. This episode will be on there with the full transcript conversation plus all of Fred’s links and information, ways to find him in case you didn’t catch it. And you want to go on there. Uh, Fred, thank you for being on season two with me and talking about tech and either freaking people out or helping people, uh, with their, uh, thoughts around, you know, call center tech.


    Fred: Well, hopefully, I didn’t scare anybody too much. I appreciate it. It’s awesome. It’s always great to talk to you. That’s why I love, uh, you know, listening and you know, the conversations are always awesome. So hopefully, you know, they, your audience finds some value from this. I am guessing they probably will if nothing else. Um, you know, they make geek out with me and with alongside us


    Jason: A hundred percent, make sure that, uh, that they enjoy it and, uh, we’ll preface it with the, a big geek outside on that. So thank you, Fred, for being here and for everyone else, again, cutterconsultinggroup.com/podcast find the episode transcripts and all of Fred’s information. And as always, keep in mind that everything in life is sales and people remember the experience you gave them.


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The Balance of Effort in Sales The blogs this week have been about the other person going most of the way. Whether it’s a prospective customer and your salesperson, where the salesperson truly can’t want the deal or make most of it happen for that customer to truly be successful. On the path for that prospect to becoming a customer, they should go at least 51/49. Whether it’s your team and their manager, the manager can’t want the team to succeed more than the team actually wants it for themselves. It’s not scalable for the coach (manager) to run on the field every play to win the game for the salespeople. What about sales ops processes and systems? What about the tools available to the sales team and the ones that are classified as sales enablement? In a reversal of philosophy, I believe the sales ops processes should go 90, the team should only have to go 10. Why Do We Need Salespeople? Let’s start where it matters – what is the point of having salespeople? I know many owners question the need and desire to have salespeople. They are hard to manage, tough to deal with, always want more money (potentially for doing less work and closing less deals), and are very resistant to change. Of course, that is a generalization. Of course, there are salespeople who don’t check those boxes. However, having worked with a lot of teams in a lot of industries, that generalization isn’t completely wrong or unfair. So if there is even a small part of that which is accurate, why would we even mess with the messiness of having salespeople? Of needing to employ and manage humans? The Human Element in Sales We need them. That’s why. Even in 2025, AI and technology has not successfully replicated the requirements of sales – which is about helping a human (prospect/customer) make the right decision and move outside of their comfort zone to buy something new. It still takes your human (salesperson) to persuade that other human. It’s why I say all the time that its not B2B, B2C, Retail, SaaS, etc. – it’s H2H. Sure, people can buy something online or even in a store without speaking to someone. But if it’s a considered purchase where there are options and decisions to be considered – it still takes a human being involved. That means ultimately your human (salesperson) has one job, and one job only – persuade the right prospective humans to buy. Minimizing Distractions for Salespeople Everything outside of that mission, task, focus is a distraction that takes away from their highest and best use. Imagine if we had a surgeon who had to prep the room, prep the patient, schedule the surgery and meetings, and do all the parts of the surgery themselves. Nope – they show up for the surgery and do what they do best. Then they take off their gown, gloves, and walk away to get cleaned up and move on to the next thing. Your goal as a sales ops leader is to support the team with systems and processes that allow them to focus on the one thing you need them for. The human part. It would be amazing if they could show up, talk to people, and make sales happen. Of course, there is more that they (and any professional) need to do before, during, and after the sales conversation. But your goal is to minimize all that. Every hour that your salespeople aren’t selling or doing sales-related activities, they aren’t moving revenue forward. The Ultimate Goal of Sales Ops What processes can you put in place that go 90 percent of the way, where the salesperson can do the last 10 percent? An example would be building an email campaign that runs automatically, and when the right people reply, the salesperson gets involved in getting that person from email to phone call. Another example would be your CRM serving up people for the salesperson to call – leads or anyone in the sales pipeline flow – with all the backstory, research, data, intel needed for them to review it then take action. What can you put into place that takes away as much distraction and effort from your sales team such that they can focus on the one thing you need to focus on – other humans?
By Jason Cutter February 12, 2025
The Danger of Doing Too Much as a Sales Leader Alright – so maybe they don’t need to go 90. In true servant leadership mode, you would go way more than 10% of the way to your team. But you have to be careful, as a sales leader. The inclination might be to do it all for them. To help them close their sales. To make excuses for them to your leadership as to why they aren’t closing more sales. Especially considering the very high likelihood that you are a sales manager because you were a great salesperson in the role that you are now managing. And there is a slight chance that you are a player-coach…so you are leading and selling. This can make it really tough not to want to run out on the field to win the game each time. But that doesn’t scale. That doesn’t lead to increased results. You can only sell so much as one person. Creating a Culture of Ownership So, you need to have people on your team that are coming to you. What does that look like? The pinnacle is a salesperson who doesn’t close a deal, comes to you right away and asks for feedback. They want some critiques as to where they could have done things better, different that would have led to the desired result – a closed sale. That takes a healthy level of ego by a professional who has the ultimate growth mindset. They know there are always ways to improve. They want to improve. And they are willing to risk their ego (and the internal, protective, primal part of our brain that doesn’t want to risk our place in the tribe) by asking for feedback that could be negative. Whenever you can, encourage that type of response. Ensure that the team knows that the team itself, and you as their leader, is a safe space – where the goal is to improve, grow, win and that everything done to support each other is done in that mode. They truly have to feel safe to share their mistakes and to get support in learning how to do more, better. Feedback That Drives Growth Part of this takes team and individual meetings that are actually filled with positive support. That doesn’t mean it’s always positive, motivational fluff. It’s not even about the shallow strategy of the feedback sandwich. Its about being real, honest, and empathetic – meaning “I see you are here, I know you want to be there, I will help you get there – even if its hard and it means saying hard things.” It should never feel mean or abusive or like an attack. But you can give some really direct feedback that will sting that ego I mentioned, but the person will know the intent behind it. The second part is hiring this type of person. Hiring people for the team that wants to win, grow, succeed. And they know that you don’t get better by being coddled, sheltered, or protected. You want people who don’t like the thought of perpetually living safely in their comfort zone. And they are excited about the opportunity to be a part of a team that pushes everyone, empathetically, outside of their comfort zone. Are You Leading or Just Managing? If you find yourself as a leader having to push your team, or going to them most of the time, or most of the way mentally – then they see you as a manager not a leader. They see you as someone who manages them, pushes them, and wants them to do things they don’t want to do. I have written some blogs here that go into what your role should be – as a leader, not a manager. Pulling people along with you, inspiring people, and supporting yourself with a team of people who want to win. Not just those that want to show up, do as little as they can and hopefully go unnoticed (yet – complain about not making enough money and how the comp plan isn’t fair, or the leads are bad, or their schedule means they can’t be successful.) Make sure your team knows that they need to come to you – at least 51/49. They should be asking for help, guidance, training, feedback, and support more than you are having to push it down onto them.
By Jason Cutter February 3, 2025
If you have seen the movie Hitch, then you know the scene. Will Smith’s character (Hitch) is trying to coach Kevin James’ character (Albert) on how to finish out his upcoming first date. He is giving him pointers, one being that if his date fumbles with her keys at the door, it could mean she wants a kiss. So Hitch wants to see if Albert knows what to do – for a good night kiss. Hitch gives him the advice “you go 90 percent, and then wait for her to go 10%” which Albert then asks “wait for how long?” Hitch: “as long as it takes.” Albert leads in, Hitch is holding back to see if Albert will wait, and then Albert goes all the way and gives him a kiss. Hitch gets upset, and says “You go 90, I go 10 – you don’t go the whole 100%.” The Sales Analogy Kissing our prospective customers is not acceptable (just ask HR!). But the concept is the same. You don’t want to ever make 100% of the effort for your prospective customers. You don’t want to be the one who is doing all the work. Fundamentally, it is not good practice to want the deal more than the other person. When you go your 90, you need to wait – as long as it takes – for the prospect to go to their 10. And I would say that you want to go somewhere between 10-49, in reality. How Successful Sales Professionals Balance Effort Successful sales professionals know how far they have to go to meet the prospect where they are, while also knowing how much effort the prospect needs to put in to show they are committed. Where most salespeople get in trouble is they get desperate. They want the sale (kiss) more than the other person and they go the full 100%. Of course, persistence is important. And you won’t get what you don’t ask for (although…if you have followed me for any length of time, you will know I am very against having to ask for the sale). But you also have to ensure that your prospects actually want what you are selling. And they want it for their reasons and their motivations. They are driven to pursue your production option(s). They must go 10, 40, 60% of the way to you. The Pitfall of Chasing Your Prospect Just like courtship and relationships – if you find yourself chasing and one-sided-pursing the other person then it means you want it more than they do. It also means they own you. You are essentially begging them for the relationship – convincing, manipulating, begging, bribing, persuading your way forward. Which means they consciously and/or subconsciously know that they are in control. Because if they say no, you will keep pursuing and offering solutions. In sales – that looks like a salesperson who is calling, emailing, stalking a prospect – making offers, offering discounts and trials, and trying to find any way to make deal work. They are going 90-100% of the way for the prospect, not requiring them to go anywhere towards the agreement. This will end terribly. If they do decide to buy – taking the discount, free trial, taking the sale bait – they will not be happy (since they weren’t bought in for their reasons), they will look for reasons confirming why they didn’t really want to buy anyway, and they will know that they own you. Your company will have to convince them on a regular basis to stay in the relationship. The Right Balance for Customer Ownership You fundamentally need that prospective customer to come to you. Not 100% where you are just an Order Taker. But potentially 51% of the way – so they want it more than you. The more you can get them across that 50/50 threshold, the more they will be a satisfied customer. But remember – at 51/49 – they still need persuading, they still need to understand the value of your product for where they ultimately want to be in their life/business, and they still need your support. They lean in the right amount, you lean in the right amount = sales magic!
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