E179: Leveraging Prospect Data with Eric Kider – Part 4 of 4

January 8, 2024



Why is data quality considered a crucial factor in marketing efforts?


Are you responsible for setting up your team with the best prospect data possible? 


Eric Kider, from Credit.net/Infogroup joins me for a 4-part series where we talk about business prospecting data, accurate sources of data, and the sales closing effectiveness metrics. 


In Part 1, Eric and I talk about:

  • Who owns the best data
  • Compilers vs. Aggregators
  • Data verification methods


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Connect with Eric on LinkedIn


Eric’s Bio:

Eric is the Senior Vice President & General Manager for Credit Solutions at Infogroup. Credit.net provides in-depth information on businesses of all sizes, including small businesses:

To empower people with the ability to make smarter business credit decisions.
Identify opportunities in the industry, unmet customer needs, core competencies of Infogroup

Cross-selling to existing customers, and partnership possibilities

Create detailed roadmap including resources and investments needed

Product Improvements envisioned, partnerships channels, go to market and sales changes, etc.

Refine product offerings and develop new solutions based on market feedback

Collaborate across Infogroup to drive cross-selling and leverage the broader platform of services.

Work with the executive leadership team and present to Board growth strategies, investment requirements, and acquisitions.


Eric holds a bachelor’s of arts degree in economics and government from Skidmore College in New York. His post-graduate studies were in business administration, management, and operations from Sheffield Hallam University in the United Kingdom.



Eric’s Links:

LinkedIn: https://www.linkedin.com/in/erickider/

Infogroup: https://www.linkedin.com/company/infogroup/

Credit.net: https://www.linkedin.com/company/credit-net/about/

Facebook: https://www.facebook.com/Infogroup/

Twitter: https://twitter.com/Infogroup

  • Show Transcript

    Jason: Alright. Welcome to the final part of my conversation with Eric Kider of Infogroup. We are having a long great conversation at this point. You’re catching it part form, make sure but listen to part one, two and three, but we’re talking about performance-based profitability marketing. It’s interesting because as we’re recording this, I’m just thinking like how valuable this is, whether you get data from them or not, you know wherever you’re getting your data from or whatever marketing you’re doing or whatever your sales strategy is, it’s all about the value in knowing where you want to go, knowing who your clients are and making sure that you’re working internally or externally to accomplish those goals through your marketing efforts, through your budget, through your dollars spent. So make sure you do that no matter what. Again, not as a commercial for Infogroup, but definitely a valuable service. I’ve used it with so many of my clients and my own role in other organizations and so just make sure you’re always looking at the best options for you in your organization and what fits. So here we go, part four, enjoy. 


    Jason: Then you know, working backwards from there and being smart and sending out quality messages to the correct contacts instead of, you know, pray and spray model, then you know, then it makes sense, right? Even if you’re buying more expensive data, you’re doing more expensive mailers or digital marketing, then you know, as long as you’re meeting that thousand dollars cost per acquisition or whatever you set, then the numbers make sense.


    Eric: Absolutely. Well and that’s why, you know, a lot of times people who are in this space, you know, let’s kind of talk about the small and middle-market customer segment out there. And again, middle-market is this kind of nebulous term cause you could, you know, you really don’t necessarily know the definition because everybody in the market today has different terminology and definitions of what is or is not a middle-market sized company. But I look at companies that are in business that, you know, if you think about their first, you know, one to five years being in business, Jason, they’re trying to survive, right? They’re not thinking about credit or cash flow or their exposure in their accounts receivables. They’re first is trying to get customers into their establishment or buying their products in order to stay in business. So that one to five year window is just surviving, right?


    Eric: You know, turning their dream and their passion into a reality. But then after the kind of the three to five to six-year window, all of a sudden they start reeling. You know, realizing that, you know, it’s time for us to maybe start thinking about our cash flow. You know, especially if you want to start making some capital investments if we want to start expanding. And that’s kind of where you start seeing customers regardless of size or what product or what industry they’re in. They all go through the same process of trying now to figure out what type of credit or risk types of decisioning and criteria and methodologies do they apply in order to balance how much is too much, how much is too little. And that’s kind of where we, you know, we look at bringing that whole dynamic of profitability based prospecting into the conversation.


    Eric: Cause that’s the best way for us that we’ve seen helping small businesses in realizing that credit and risk don’t need to be a showstopper or a business slowdown factor. In fact, it should be seen as a great compliment to improving your growth in a more quality-oriented manner. And that yes, when you start hitting the seven to 10-year window and you start growing your revenues from five to 15 to 25 million and you start growing your employee base from five people to 25 to 50 you start realizing that ultimately you start getting a bit more savvy to what type of applications and systems and processes do you leverage. But the information itself still becomes part of your core, right? That data and information will always be the fuel that enables your platforms and processes to perform its best and if you don’t maintain or keep that data as fresh and as current and up to date as possible, then ultimately you’re just, unfortunately, cutting yourself short for what could be a very longterm profitable growth agenda.


    Jason: And without this sounding like a complete sales pitch for Infogroup and for what you guys do, you know with that kind of comment is that it really comes down to garbage in, garbage out when it comes to data and marketing. And there’s nothing wrong with that, right? If you want to just buy bulk data or you want to, you know, have your analysis and just kind of throw stuff out there. You know, obviously quality is better if you can afford it, but you have to know what you’re doing first. You have to know what you’re looking for. Can’t just spend money on, you know, more expensive data that’s going to get you good results unless you know what to do with it and what you’re looking for. Which I know you guys help a lot of clients with dissecting and understanding, you know, what they really need and where they should go after it.


    Jason: But you know, it’s one of those things like if you’re in business and you’re looking at it longterm, right? So maybe you’re in your first few years of business or you’re just getting started and you’re getting started in the marketing world because maybe you’ve done friends and family and referrals and you know, kind of some light stuff or trade shows and you’re kind of progressing into bigger scale is once you start doing it at scale and your buying data and doing a marketing and doing all those things that are involved, that data will pile up like crazy. I’ve seen it so many times where you just end up with 5 million, 10 million, 15 million records and most of it could be complete garbage. And then you have this uh CRM data management mess. And it’s really key if you can, as much as possible for anyone listening to that’s running any marketing campaigns, just focus on quality, smaller amounts, you know, more sniper mode than you know, shotgun.


    Eric: Absolutely. Well, and that’s why when you think, and I love what you said because you know, regardless of which data provider businesses use, and again, I have experience with as you know, two or three others and people could look on LinkedIn and see that. But the thing that I love about Infogroup is the fact that the way in which the data compilation process operates with us and what we’ve been doing for more than 45 years based out of our Papillion Nebraska data center here is really an incredible bottoms-up approach in building out the deepest and richest data for those companies that are small, middle-market and even though large enterprise and strategic level, but really what the focus of building out the application for marketing and sales purposes. And that’s important for your listeners to understand because how companies build the data and aggregate data and then fabricate that is a very important dimension to understand because most of your providers that are not Infogroup, most people aren’t aware to ask that question.


    Eric: How is your data fabricated? What’s the process and what’s the use cases that it’s been built for as a primary source cause some data compilers, we’d always have started with a more top-down approach. They’ll start with the overall parent and then work down as a way to help understand the risk profile and the dimension of how that company is constructed and that’s a good use case by the way. Don’t get me wrong, that’s not a bad way of doing it. In fact, depending on how you’re looking at that data, that combined with a bottoms-up compiler gives you the best of breed of your data information. It really does, but to your point, people also don’t always look at their customer data in a way that it is a living, breathing entity and therefore just like you change your oil in your car every five or 10,000 miles depending upon what type of car you have.


    Eric: Same with your customer data. No one today is really governing how often you should update or review the accuracy and completeness of your customer data. But we actually have done things in the space of data services where before doing a campaign for our client, Jason, I said to this customer recently, just last week, I said, look, give me your customer file and they work with thousands of businesses in North America. And I said, well, why? You know, why do we want to give you our customer file? And I said, well, I first want to assess the thoroughness, the accuracy and completeness of your current customer file. There’s no charge, by the way, we don’t charge an info group to do that. It’s a data quality assessment and it’s really insightful because we tell back to the client, here’s how many records we have that you don’t have that are incomplete in your database.


    Eric: And it could be as simple as the address change you don’t have recorded correctly. The zip code, you don’t have zip plus four the SIC code, you don’t have detail. We can provide that to you. And by the way, that is the first step. I always do with my clients because I want to make sure that their house is first clean. Then from there we sit down with their marketing and sales team and say, okay, let’s talk about what your best customers look like from your viewpoint and then why we do that. Jason is then we apply our own analytics. We have a bunch of data scientists here in our office site in Papillion, Nebraska where they take the customer file and without insight from the customer, we present back to the client what we’ve modeled based on what we see as their best customer.


    Eric: And yes, we do apply credit and risk dimensions to what we’ve defined as their best clients and in some cases there’s about a 40 to 50% overlap. So you know the customer is right in their definition of what their SIC codes or, what type of demographic and firmographic makeup their best customers. But the other 50% that they’ve not thought about is the risk profile. And all of a sudden when we present the risk profile back to the sales and marketing person, I always invite the finance person or whoever is responsible in some cases it’s also the head of operations to show them what the risk profile looks like and immediately they turn around and say, Oh my goodness, I didn’t realize we had a lot of companies that actually only had a B rating in your credit score, Eric or… That’s interesting. There’s not many verified records.


    Eric: There’s a lot of suspects. We should really talk about what we do here. And so it becomes a really interesting conversation. And then, and only then once we’ve had that as the third step, we then talk about, well let’s present to you your prospect universe modeled after best lookalike clients and let’s work with you on what is your outcomes, the messaging and the specific offering to that target. And we could either help you with that marketing campaign or you can do it yourself, but ultimately it’s that full, real end-to-end kind of soup to nuts offering that is different about Infogroup than a lot of other clients and companies out there. Because what we do, other companies can do Jason and I know for a fact other companies can do it. It’s just a manner by which how we do it is a little bit different.


    Jason: Well, and I appreciate that and if everyone listening, it might have sounded like a long sales pitch and promo for Infogroup and I just know from my own experience because I’ve helped many clients with this and been a client of Infogroup in the past, definitely not intended to be a commercial, but more explanation. So people out there can hear the work that you’re doing, Eric and what Infogroup does and really, again, anybody who knows me and listens to this podcast knows that I’m just all about helping people be successful in their sales career or running a sales team. And that’s why I wanted you to be on the show and kind of enlightened people both to what Infogroup does as well as you know, just kind of how the data market, the credit market and all that works. You know, whether they use you guys or just take these gems and are smarter about their data and their marketing. So I appreciate you being on the show Eric, and where’s the best place for people to find more information about you, what you’re doing yourself and then also Infogroup.


    Eric: Well first of all Jason, thank you for your time and, and if it did sound like a sales pitch, my apologies cause you know, you know I’m passionate about this and to me at the end of the day, what really these are customers and what you as your point as far as what you present in your podcast, what people are looking for are the insights to help them succeed. And that’s that really is, you know, whether they use us or I prefer of course they can use us, but if they use other companies. That process that we’ve walked through and spoke about for the last, you know, few minutes to me that is applicable to anyone and everyone, but for us the best way to reach me is either through LinkedIn. I’m there on LinkedIn as well as going to our Infogroup website, which is just simply www.infogroup.com and then if you want to see specifically more about what credit.net offers, it is as simple as www.credit.net it’s that simple.


    Jason: Eric, thanks again for being on the show and sharing all your insight in the world of data and credit. I appreciate it very much.


    Eric: Well, thank you so much for your time, Jason. I appreciate the invitation


    Jason: And for everyone listening, if you want to find out more information, Eric went through his links, but you can also find them on the website, cutterconsultinggroup.com his info, his bio show notes, as well as transcript from these episodes in any of the applicable links. And I make sure to subscribe to the shows. You can be up to date when new episodes are released. It’s everywhere. You can find podcasts, and as always, keep in mind that everything in life is sales, and people remember the experience you gave them.


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By Jason Cutter August 27, 2025
Most businesses struggle to grow their sales teams. At some point, they give up on looking for rock stars; they just need a team that shows up every day. In fact, research shows that 52% of sales leaders list recruiting as 'very challenging,' and average sales rep turnover hovers around 26% annually. That means for many leaders, the hiring process feels like a revolving door of wasted time, lost revenue, and constant stress. Here’s how to achieve scalable hiring results without having a massive hiring team and a huge job marketing budget. What Most Companies Do They need to hire salespeople. Maybe it’s one. Maybe it’s their very first salesperson. Maybe they need 10 more. So they: Write a job post about all the things the job involves and who they are looking for, and the type of experience they feel is important Put it on Indeed and/or LinkedIn They get hundreds and hundreds of applications They freak out – stressed at the thought of going through all those submissions They have someone on the team spend hours/days going through all the submissions. Have them call and email everyone whose resume fits what they think they want. A few people respond. So they call again, to ‘check in’ on the candidates to try and get more to respond. If that works, they have dozens and dozens of candidates ready for the first interview. Someone has to then take a week’s worth of time blocks away from their actual job to do first interviews. Most of the candidates don’t show up to the call/meeting. A few candidates make it through to the second interview. The boss or sales manager takes these. Two out of the three show up. Offers are sent to the two. One takes another job because the process took so long. The company ends up with one new hire The company repeats the process over and over again, feeling like the best they can do is one to two new hires after each complete cycle of hiring madness. And it is madness. It is also the definition of insanity – doing the same thing, running the same hiring process out of some playbook that no one can point to its origin or actual stats of success. Recent surveys confirm this frustration: more than half of leaders admit they lack an effective hiring process, and many acknowledge that their comp plans don’t even align with the results they want. The result? Slow hiring, bad hires, and retention issues that eat away at growth. Most companies struggle with filling their sales team, with both quantity and quality. They probably run the hiring process like they run their sales process. They default to old-school business thinking that the only way to hire is to just get experienced salespeople to join the team. But there is a better way. I have spent over 15 years being tasked with keeping teams filled with salespeople. Whether it was for inside sales in a call center environment or work from home, to retail environments, from consumer products and services to B2B, from within the United States to offshore, this framework works, even if you have failed in the past to try and scale your hiring efforts. In working with small and large teams, the key is the balance of quality and quantity. Humans will always surprise you. I have seen the ideal candidate – on paper – be completely ineffective in the role. I have seen reps with very little experience, whom we took a chance on, completely outsell their experienced co-workers. The experience of everything that goes into hiring over 800 salespeople, this framework is designed to help you succeed no matter the size of your hiring team. Here’s how to create a scalable hiring process that doesn’t require a large recruiting team and without losing your mind wasting time on candidates that aren’t a good fit. Step 1: Hire Traits, Not Just Resumes Did you know there are three different types of salespeople? The Newbie, The Entrepreneur, The Sales Veteran (email me, and I will send you the ebook that breaks them down). First, make sure you know what you need on the team, who you have the bandwidth to train, and if you need someone that follows your playbook (do you even have one?) pretty much exactly, or are you okay with them just ‘doing what they do best’ without much structure? Next, you need to figure out the mindset traits you find most successful. A business friend of mine, a long time ago, taught me: “Hire the smile, train the skill.” Given enough time and patience, you can teach anyone how to do anything. But it's really hard to teach someone a different mindset. Most people are who they are when they are applying to be a part of your company. Here is my list, in order, of mindsets that I know are successful for sales (in any sales role, any industry, any company): This aligns with broader studies: while past performance can matter, attitude and coachability are consistently ranked as stronger predictors of sustained success. Leaders who over-prioritize experience often miss the hidden talent right in front of them. Openness Curiosity Creativity Persistence Authenticity As I tell my clients, most leaders think they just need more reps who are ‘persistent’. They blame a lack of sales results on the team not asking for the sale enough or doing enough follow-up. The problem with biasing the screening process for persistence is that if you don’t care about the other traits, you will end up with a team full of persistent assholes who don’t listen to you or their prospects, don’t care to learn anything new, and don’t try to come up with new ways to move people to the close. They just see every prospect as a nail and sales is a giant hammer in their hand, where if they can just hit enough nails hard enough, they will win. [Don’t believe me? Ever heard the phrase ‘sales is just a numbers game’? That is this mindset in action.] The last part you want to define is what type of company culture you have and what personality is a good fit? Is it a fun environment? Does everyone like to joke around? Is it all serious and focused? Is it mission-driven? Do you actually have defined, stated core values that you care about? The answers to these questions will help you determine culture fit. One area that organizations will fall short in their selection process is ignoring culture fit and just wanting people with certain experiences on their resume or skills to help sell more widgets. If not careful, it can lead to bringing someone on board who might be an excellent, technical salesperson (meaning…technically they can do the job), but they are a not a good fit for the team. “The best reps don’t just sell your product — they sell it your way.” It’s not enough to just hire for experience; you need team players. Step 2: Treat Recruiting Like a Sales Funnel Now that you know who is open to bringing on board, what that winning combination could look like, it’s time to start building the hiring process. In sales, the initial key to success is attracting the right leads into your funnel. This is the job of marketing. Not just in the steps they take, but the messages they put out there to the world. Like fishing, putting out a hook with bait on it where the right fish that is interested will want to take that bait. Marketing should be doing the same thing for your revops. Your hiring team should be doing the same thing with the job posts and the hiring process. Your goal is to write a job post, like your marketing team writes their content, in a way that your ideal candidate would read it and say “holy crap, that is me!” Part 2 is to build in some hoops. One area that I see pretty much every organization fail at is building and managing candidate lead flow. They put a job post out there, get a shit ton of candidates, go from excited ( “We have so many candidates, we will definitely find all the reps we need!” ) to despair ( “How the hell are we going to get through all these resumes, and then what about all the interviews?” ). So many orgs are not ready for the flood of applicants. And did they even want that many applicants? If you haven’t noticed…recruiting is like sales. Well, to be specific, everything in life is sales, and selling, and persuasion. So building a recruiting process is like building a sales process. Sales teams think it would be great to be flooded with leads until it happens, and so much potential business falls through the cracks of inefficiencies and bandwidth limitations. This is why we want to put in a) hoops and b) templates for our hiring process. Let’s start with hoops. Think about it: in sales, 63% of managers admit their teams do a poor job managing the sales pipeline. If you can’t expect discipline in pipeline follow-up from a candidate during the hiring process, you certainly can’t expect it once they’re in the field. The hoops should be similar to what your prospects have to go through to become a customer. The logic is that your salespeople will run that process with their prospects, so you need to identify those sales reps who are naturally built for it. It’s similar to Alex Hormozi’s take on hiring – that what is more important than the years of experience someone has, is evaluating and selecting for traits like intelligence, work ethic, adaptability, and coachability. This is what we want our hoops to do – help the candidates show us what they are really made of. Some hoop examples: Do you require your sales team to use scripts? Yes, yes, yes…I know…salespeople shouldn’t use scripts…scripts are bad…scripts make everyone sound robotic…scripts are the problem. Bullshit. You are wrong if you think that. Alright…soap-box-moment over…back to scripts. If you require your reps to use scripts…let’s say for an intro, elevator pitch portion, compliance/disclosures – then one valuable hoop to put in place is to make your candidates memorize a short script in the hiring process. There are many ways to do it [email me, I can give you some examples of how, when, and what for this hoop], but it is an amazing filter for candidates. This is how you filter out the people who are not open/curious (remember, my top two sales success mindset traits above) – because they will decline your requirement to memorize the script. Or they will take the script, say they will work on it, and then disappear into the wind, never to be heard from again. And…that is the perfect result. I promise, no matter what fantastic story they spun on their resume or tried to present to you in the interview…their resistance to this step is all you need to know. Truly. The ones who say, “ Sure, sounds good, I will memorize this and get back to you, ” are the ones you want. Not because they are actually good at memorizing things – because I know I am terrible at it – but because they are willing to do it. A tiger can’t change its stripes. Is it a short sales cycle or a long one? If it is more than a one-call close, then you want to put hoops into your process that will help differentiate the short-term commitment versus long-term commitment people. Some salespeople out there are just too impatient to handle making follow-up calls, delays by stakeholders, and rejection after long sales cycles. They need immediate gratification. (and here is a contrarian thought…they are probably also single…because how someone is with work, they are in their life. If they can’t handle long sales cycles and long-term relationship building in a sales role, they probably aren’t very good at it in their personal life. And that’s okay…there is nothing wrong with that mode. The question is – is that what fits your sales cycle/length/mode? If you need reps who can do more than build enough rapport to sell someone something in the next 20 minutes before never seeing them again, then filter those people out by adding layers to your hiring process that extend the length. Now, I am not saying that if your sales cycle takes an average of six months, that your hiring process should do the same, but it should be relatively long. Definitely don’t interview people and then have them start the following Monday. Is there a lot of follow-up in your sales process? Do you expect your team to actually manage their pipeline of valuable leads to ensure they close? Then you want to build in a hoop that requires candidates to follow up with you. We want to test them on how well they will treat their future sales pipeline. If they won’t even follow up with you on their progress in the process, then they aren’t the type of salesperson who will follow up on their own leads. Or, they just don’t care that much about this job. Either way, this is a perfect filter to remove those candidates from your pipeline. If you want my ultimate filter process/scripting for this hoop – email me with the subject “ candidate follow up, ” and I will send you what I have done to successfully apply this filter. While that might look like a lot of hoops and processes to build out, it doesn’t take much to both eliminate the candidates who are not a good fit and allow the ones who are to raise their hand so you can pick them. Remember, no matter how desperate you may feel you are – needing to fill your sales team today, it’s never worth bringing on bad hires, especially in a sales role. The cost of their onboarding, training, combined with the cost to your leads (aka – the wake of revenue and reputation destruction that is caused by terrible sales reps speaking with your hard-earned, expensive leads is almost immeasurable) is not worth it. Fight the urge and bad business advice to just get butts in seats. And I guess that you are here reading this because you have already tried that mode and it failed. And with annual sales turnover costing companies millions, every wrong hire creates a hidden tax on growth that most leaders underestimate. Mads Faurholt-Jorgensen spoke about it in his TEDx Talk titled “ How To Master Recruiting ” with a focus on hidden talents over resumes. He called it the “whispering talents” – and in sales, we want that person who just automatically does the sales activities with the right mindset that fits your organization, sales process, and target customer type. TL;DR Most companies hire salespeople the same broken way: post a generic job, drown in resumes, waste hours interviewing, and end up with one shaky hire. It’s slow, costly, and sets teams up for turnover. The fix? Stop hiring based on resumes alone. Instead: Hire traits, not just experience (openness, curiosity, persistence, authenticity). Treat recruiting like a sales funnel by writing magnetic job posts, adding “hoops” that filter out the wrong candidates, and testing real-world behaviors like follow-up. This approach flips hiring from chaos into a scalable system—so you attract the right reps, faster, and avoid the expensive revolving door. In Part 2 of this series, I’ll show you exactly how I scaled this process to hire 50 salespeople without the chaos—complete with templates, filters, and lessons learned. Don’t miss it. And if you think that there might be some ways to improve your hiring process, contact us and we can do a free Hiring System Assessment to determine where the biggest impact can be made to help you fill your sales team.
By Jason Cutter February 26, 2025
How Can You Predict The Future Of Sales Ops? One of the keys to sales success is to be able to predict the future – what that other person is thinking, what they might say, what they will experience, how they will feel about the product/service. But what can you do – from a sales ops leadership perspective – to predict the future in masse of all the potential customers that will flow into and out of the sales process/funnel? That is a really tough one, but it is doable. Meeting Prospective Customers Where They Are The key is to always meet the prospective customers where they are and with the experience they hope to find. It’s a common theme now in these articles because it’s important AND widely disregarded – your potential customers do not care about you, your sales team, your company, your industry. They don’t care about your stats, your testimonials, your logos. They don’t care about your mission statement or your values. They only care about themselves. They also firmly believe that there is currently unlimited choice for any product/service, which means that everything in their mind is a commodity. Easily replaceable and interchangeable. Nothing (other than iPhones…which you can only get from Apple) is special to consumers unless they feel like it should be special. Are You Still Making It All About You? There is a good chance you are still running a marketing, sales funnel that is all about you. I bet if I looked at your company’s website that from the top down it’s all about you (the company). How great you are. What you do for people. What you have done for others. I bet if I tried to speak with your sales team, I will be made to go through your process whether I like it or not. Maybe fill out a form and wait for a response. Or made to call into a toll free number, even though I don’t want to talk to someone yet. Or made to use a chat widget on a site to get started. I bet when I speak with your sales team, 70-80% of the conversation will be about them, your company, and how amazing you all believe you are. This is all fair. No one starts a company to be mediocre. The goal is to provide value and make money. The missing piece, again like I said above, is no one cares about your goals. They only care about themselves. Predicting What Customers Want From The Sales Experience Back to your mission as sales ops leader – predict what massive amounts of prospective customers are going to want from the Sales Experience. It’s why I wrote about it last week and even offered up a book for free to help in any way that I can. To succeed at your mission, you have to stay ahead of the curve of what the public, and specifically – your buying demographic, psychographic, and valuegraphics, want from that experience. Key Questions To Shape The Sales Experience Do they want to call, text, email or chat? Probably all of them…so can you offer each one? (Don’t make someone decide if they want to go through your hoops…remove all the hoops) Do they need to see pricing online – should it be available and transparent? (In most cases, yes) What sales process will be ideal for moving the most people through the sales conversation to a successful outcome? (More discovery, empathy, active listening. More front-loaded about them, not you. Use the Authentic Persuasion Pathway as your model) Who are the decision makers? Is that individual going to decide or do they need to check with others for approval? (Set them up for success, and don’t force them to make a decision in the moment – you will just lose the potential sale) What type of follow up do they want and need until they make the buying decision? What type of post-purchase follow up would go above and beyond a) their expectations and b) what others in your industry do? If there is an ‘onboarding’ stage after the sale – how can you make that actually customer centric and successful? (It is rarely both) Can You Stay Ahead of the Curve? Remember – evolution is natural. The buying public is always evolving their desired sales experience. Can you predict the future of what they want so that when they encounter your company it matches what they were hoping to find – both in the experience and the solution to their need?
By Jason Cutter February 25, 2025
How do you, as a sales leader, help your team become Oracles that can predict the future? [make sure to read the Selling Effectiveness article this week https://go.sellingeffectiveness.com/LI.2.25.AM ] There are five ways to facilitate their Oracle-ness. Be Present in the Moment First, you have to get your salespeople to be in the moment. The challenge that most salespeople (and…humans, for that matter) experience is they are always thinking ahead. Salespeople default to thinking about what they will say next. The next part of their script or process. The next question they want to ask so they can get through discovery. The next part of the agreement they need to discuss and review. Their mind is too busy thinking about what they are going to say and do next, that they aren’t present. As weird as it sounds, if you want to predict the future you must be present. I have said this for decades: the moment you no longer need to think about what you are going to say/do next and can actually be present with your prospect and truly listen to what they say (and don’t say) – you will become a sales professional. Master Active Listening Second is Active Listening and paying closer attention. It’s actively listening…it’s taking what I mentioned above and putting into place. First step is to be present, second is to actually listen. For what they say. For what they aren’t saying. For changes in their tone. For when they are talking to someone on the side – who are they talking to, and is it about your sales conversation? If you sell in person, reading their body language and facial expressions. You must help them develop an almost sixth sense of listening (and yes, I know hearing is one of our senses…but this goes beyond hearing…it’s truly, deeply listening). Ask Better Questions Third, is to help them ask better questions. So many people in sales ask the discovery questions they are required to ask in order to check the discovery ‘box’. Or, they have done sales long enough they know all the answers, they think they know what everyone wants and why, so no reason to even ask questions. [Note – this type of salesperson thinks two dangerous things: 1 - everyone is the same and wants the same thing, 2 – people like to be sold to.] When your team asks better, deeper discovery questions with a focus on uncovering the what and the WHY, they will get better answers. Remember this – when you ask the right questions and you listen close enough, each prospect will tell you EXACTLY how to help them buy. Build Up Experience Fourth, build up experience. If you want to predict the future it comes from enough experience to know the probability of what will happen. For example, when I am in a season of commuting from home to an office, I am the type of person that can predict exactly what will happen on the freeway. Which lane is always faster around certain exits, which lanes always slow down, how much leaving five minutes later can make the drive suck a lot more. How do I know what will happen on a freeway with hundreds and hundreds of random people? Because of experience (and the fact that most people are just going through the motions in life so they become predictable). The more experience your team has with sales scenarios, they more they can predict the future. I generally see that it takes about six months for most people in a new sales role to have seen enough scenarios where they can start to know what will come next before it happens. Trust Intuition The fifth and final trait to help them with is intuition. One definition of intuition is “a thing that one knows or considers likely from instinctive feeling rather than conscious reasoning.” It’s that feeling you get when you know something, even if you cannot explain it. It’s what Malcom Gladwell wrote about in Blink! It’s what we do very well as humans, even if we don’t listen to it. The more you can help your team tune into their intuition and listen and trust it – the better they will do in helping persuade that other human. This goes back to the first suggestion – about being present. When your team trusts they know what to do and say next and they are mentally living in the moment with that prospective client, they can let their intuition guide them. Conclusion When I do trainings, public speaking, facilitating meetings, interviews, and sales – this is my main key to success. I trust and know that I have the experience to handle whatever comes my way in the present moment, while also knowing the destination I am heading towards. I can be present, let that experience and my intuition guide me instead of getting stuck in my head and worrying about what I will say next. Get your team to do some or all of these five steps – and they will become an amazing Oracle.
By Jason Cutter February 25, 2025
The Oracle’s Role in The Matrix If you have seen the Matrix movies, starring Keanu Reeves (as Neo), then you are familiar with an Oracle. In the movies, the Oracle knows what will happen. She has seen it, and it is predestined. In the Oracles mind there is no such thing as free will. In the first Matrix movie, Neo goes to visit her and knocks a vase off the shelf, and it hits the ground and breaks. Right before he hits it, she says “Don’t worry about the vase.” Neo says, “How did you know?” Then the Oracle responds with “What’s really going to bake your noodle later on, is would you still have broken it if I hadn’t said anything.” Becoming an Oracle in Sales Your mission as a sales professional is to be an Oracle for your prospects and clients. To know the future. Then be able to see around corners, as they say. Which means you know what is going to happen before it happens, because you have enough experience that you have become a psychic. You want to be able to predict, with amazing accuracy: What will happen next What will happen after that What issues will pop up What your prospect/client is thinking before they think it What concerns they might have before they have them Eliminating the Fear of the Unknown During your presentation/demo you want to set the expectation of what is going to occur next. Remember, humans fear the unknown. They want to avoid risk as much as possible. Your sales presentation is risky and dangerous and very unknown. They don’t know if you have good intentions or not. Are you going to persuade them? Are you going to try to manipulate them? Are you going to overcharge them? Will you actually care about what they need and want? Dealing with salespeople is so scary. Yet they still need and/or want something, so it’s the dangerous game they must mentally play. Guiding the Buyer Step by Step When you explain what you are going to do in part 1 of your process, and then what that part is done you let them know the plan for part 2, and so on – they will be at ease in the moment. They will feel like they have control over this portion, that there is an exit they can take if they don’t want to proceed. That level of control will help them accept the risk of part 1, and part 2, and part 3. Tell them what you will do. Do it. Tell them what you did. This will validate that you can be trusted. Predicting Thoughts and Feelings The next level is being able to predict what they will think and feel before they do. You can use this information in your presentation (without telling them what you are doing). You can also verbalize it, which could sound like “I am guessing from experience that you are probably wondering about _____, so let’s cover that right now.” Or “most people I speak with ask about _____.” They will think – wow this person knows what I am thinking, he/she is in my mind! And that’s a good thing. A really good thing. Conclusion The more they feel like you know what you are doing, know what they are thinking, know what they are afraid of – the more they trust you as a Guide. Because Guides only know what they know because they have helped other Heros successfully accomplish their journeys. Your mission as a sales professional: Become an Oracle.
By Jason Cutter February 19, 2025
What does it take to build the ideal Sales Experience? Why does it even matter? Maybe you think you already have one. You are a professional sales ops leader. You have put everything you can in place to help your salespeople sell more. You have optimized the processes so that your sales team can focus on one thing – selling. But I promise – even if you think all of that is true, it’s not. The Reality: No Perfect Sales Experience Exists I have never seen any company or team with the ‘ideal’ Sales Experience and operation. And to be honest – I have never built one successfully. Why would I admit that? Because the ideal Sales Experience is aspirational and business, teams, processes, and customer needs/desires are constantly changing. So as soon as you put new processes in place, something else needs to change and evolve. The Scalable Sales Success Iceberg In my Scalable Sales Success Iceberg – there are 24 categories that, when built out, create a scalable sales machine – where you can add in an input and get way more output. I would love to see companies have all 24 categories set up and running optimally. But that’s not even possible – because, as I mentioned, things are always changing. Focusing on the Biggest Levers Here is the key – to build the ideal Sales Experience takes focus on the biggest levers. The ones that, when pulled, create the biggest and best results. There are many processes and systems that you can put in place – but those are going to get you a few percentage points of improvement. Instead of putting it all in here, I want to make you a special offer. Email me at jason@sellingeffectiveness.com with your mailing address, and I will mail you the book that I co-wrote with Nick Glimsdahl called Reasons Not To Focus On The Sales Experience. It will be your starter guide, facilitating the creation of your ideal Sales Experience.
By Jason Cutter February 18, 2025
The Numbers Game Mentality is a Losing Strategy Sales is no longer a “numbers game.” You cannot succeed, long term, by focusing on volume of activity. Making a million dials, sending a million emails, knocking on a million doors (the first two are way easier than that last one) is a scorched earth strategy that will sink your business. You can’t out-dial a bad sales process. It will lead to even more bad online reviews. You can’t out-email a terrible sales funnel process that requires people to jump through poorly planned hoops. You can’t out-knock your way past slimy tactics and bad products/services. The Danger of the "Every No Gets Me Closer to a Yes" Mindset The whole “every no gets me one step closer to a yes” mentally is dangerous. That mindset and strategy assumes that it’s a numbers game. That the only thing that matters is finding the right person who will buy from you. Potentially, no matter what you even say – they are just ready to buy. Not only will this destroy any online reputation you have it will also wreak havoc on your team. It is the fastest and best way to burn out your team. It will lead to a revolving door or hiring, training, and quitting as people realize how unfun the game is you have built and how hard it is to be successful. It will also feel like a mismatch – very few people (and hopefully even less over time) are long-term excited about the business model of calling 500 people a day in hopes of making a few sales. If It’s Not a Numbers Game, Then What Is It? It’s quality over quantity. [Now…note – it does take a certain quantity of activity to fill a sales pipeline. So I am not saying that your sales team can just sit and wait for people to fall into their pipeline with money in hand.] It’s about the Sales Experience. It’s about your team ensuring that they are providing the right and best experience for that potential customer – in a way that sets them up to get into the buying mood and mode. All that matters is the Sales Experience. How can you support your team in terms of the quantity of activity to fill a pipeline, and then the quality of interaction that leads to sales? What Does an Ideal Sales Experience Look Like? What does that look like – the ideal Sales Experience? It’s when your team understands that the potential customer they are speaking with only cares about themselves. They don’t care about the salesperson, your company or the product. They are only focused on themselves. It’s when the Discovery/Empathy portion of the conversation is the most important part. Does your team realize that everything after Discovery – when done right – is just a presentation of the solution? It’s the fact that when you combine the parts of the Authentic Persuasion Pathway (Rapport + Empathy + Trust + Hope + Urgency) that the assumptive close is all you need. If your team is having to ask for the sale they are doing sales wrong. And don’t confuse earning the right to close with asking for the sale. The Sales Leader’s Role in Creating a World-Class Sales Experience Your job as a sales leader is to ensure your team understands that the only thing – above all else – is the sales experience they provide to each potential customer. That customer knows that they have the power and the feeling of unlimited choice. Which means they will decide who to give their money to based on the experience they have with buying from a company. How can you shift your team away from the numbers game mentality to actually providing a world class sales experience to each and every person they speak with?
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