CUTTER CONSULTING GROUP

E196: Technical Sales Mastery with Ian Peterman – Part 1 of 4

January 8, 2024


What are the key factors that contribute to misunderstandings or misalignments between departments?


Are you selling a technical product or service? 


Do you struggle with being in the middle between your customer, engineer/product development, and marketing?


On this 4-part series, Ian Peterman joins me to talk about his experiences starting out as an engineer and moving into a consulting role. We talk about the challenges of technical-based sales and ensuring the best structure for success in moving prospects to customers. 


In Part 1, Ian and I talk about:

  • Engineers and Salespeople – can’t we all just get along?
  • Don’t Field of Dreams your product
  • Making sure the sales team is providing valuable feedback and suggestions
  • Sales – being the bridge between customers and engineers/designers


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Connect with Ian on LinkedIn


Ian’s Bio:

Ian is an amazing entrepreneur, business owner, and an amazing individual. Ian grew up surrounded by design, engineering, accounting, and entrepreneurial people. Ian always had the desire to work for himself. After working as an engineer and designer for over a decade within startups and companies like HP, Adidas, Robot, and Nike, Ian founded the Peterman Design Firm. The firm has been named one of the top design and branding firms of 2019 by DesignRush, Clutch, The Manifest and Visual Objects.


Ian has been in the branding world for 7 years now running two different design firms. Social media isn’t a have to, it’s a get to and it’s a huge opportunity for brands to engage with people at all stages of their relationship to offer education, build trust, and share value. When done right, it’s an avenue for being seen, well understood, and garnering powerful loyalty with your ideal clients and customers.


Ian’s Links:

Website: http://www.petermanfirm.com

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

LinkedIn: https://www.linkedin.com/company/petermanfirm

Instagram: https://www.instagram.com/petermanfirm/

Twitter: https://twitter.com/PetermanFirm
Linked
In: https://www.linkedin.com/in/ianpeterman/

  • Show Transcript

    Jason: Hi and welcome to the sales experience podcast. My name is Jason cutter. On today’s episode, I have Ian Peterman. He started his professional life in the world of engineering and design and for the last seven years has been running design firms and as he puts it, social media isn’t a half too. It’s a get to and it’s a huge opportunity for brands to engage with people at all stages of their relationship to offer education, build trust and share value. Ian, welcome to the sales experience podcast.


    Ian: Thanks. Appreciate it Jason, and good to be here.


    Jason: Yeah, so this is a sales related podcast. Anyone that listens to this knows I have a wide variety of guests that come on the show and all different things. It’s not a marketing show. However, and you and I probably will agree on this, there’s a ton of overlap, especially when it’s done right between the world of marketing and the world of sales, which is why I’m super excited to have you on the show and kind of talk about branding and marketing and how that relates and fits in.


    Ian: Absolutely! It’s, get a surprise, a lot of people on how much marketing is a part of everything. You mentioned me being an engineering world and the engineer’s not understanding that marketing and sales is part of engineering too is a problem that I found. So yeah, it’s all interlaced quite heavily together.


    Jason: Let’s talk about that specific cause I was thinking at one point, we might talk a bit about marketing, but let’s talk about engineers and sales because I have so many experiences, but I want to get your opinion first. How do you help bridge that gap? So for any sales leaders, sales managers, or even leaders of product development engineering groups, like how do you make those two play together?


    Ian: A lot of work. It’s really a, it’s making sure that when you start a project out, uh, you know, so we’re talking about new product development or you know, updates to a product line. It’s making sure that that conversation starts with both being involved. And whenever it sits in just one, that’s when problems usually arise. So in my experience, some of the most successful products that I’ve ever worked on were actually started primarily by marketing. And then they involved engineering early on to say, can we actually even do the product that we want to do because it’s a bit of a dance or you go and you say, Oh, I’m going to develop a new product. And the head of engineering goes, yes, we can engineer that, but budget-wise we need to hit this mark and so it’s going to look like this now.


    Ian: And then marketing looks at it six months later and hundred thousands of dollars later they go, Oh well nobody wants that. That looks ugly. You know, it doesn’t fit. It doesn’t fit the market that we’re really going after. And so to avoid that, it’s making sure that you’re, you have that conversation with your sales reps, you have it with your marketing, you have your engineer, at least it’s the one on board to look at it and say, here are some issues that might happen when you try to launch that product. And it’s that early communication early on often is usually what saves you down the road in finding yourself with a product that doesn’t actually fit the needs.


    Jason: So you’re saying the field of dreams model isn’t the right way to go, just build it and they will come?


    Ian: Both. So it’s, it always has to be a combination. You’re going to have a, you should always have that way out there concepts that you know my be a little too far out there, but then you bring it back to reality from two points. Perspective one is sales. I guess we actually need to go market and make sure of their market for us or if you have products just talking to your sales rep, what are the products that are selling really well right now? What is doing well and how do we make a product that fills a hole? Because a lot of the times in my experience when you talk to a sales team, they can tell you exactly what their customers are asking them for.


    Ian: And so when you’re trying to develop a new product or grow your line, that should be the first place you go to is you go to your sales team and you say, well what are they asking you for? What are your customers when you try to sell our product, what is their first answer? Does it have this feature and you have just tell them no. What is that and that is a good point to start when you already have that kind of information is actually using your sales team as a market research because they are, they should know their customers and what they actually want.


    Jason: But let me play devil’s advocate on the side of engineers and business owners who I know this happens to a lot, which is feature creep and product creep as far as like cause salespeople and because this is where all of my experience has been, salespeople will always want every bell and whistle. They’ll always want to make every customer happy. They will always want to make sure if anyone asks for it, they’re going to say yes. They’re going to think it’s important. Everything is urgent, everything is necessary. Yet. However, from a business side and from a feature side, whether it’s a product or service, you know, whether it’s a SAS solution, like whatever it is, what is like the limit or how do you keep that under control or you know, what do you tell salespeople about that process?


    Ian: Well, the way I would typically handle it is, you know, you get the information from the salespeople, but they shouldn’t be the ones making the decision. So it’s, I prefer being able to look at the data, you know, get it from the salespeople, get their lists, but use it as empirical data. You know, if you have 10 sales people and there are a thousand, whatever it is, you have X amount of things that they ask them and you say, well what about these features? You can get a feel for how many customers are actually asking for it and then use that information to decide whether it’s hit a certain point of interest. You know, it’s like feature requests on a Zass by farms primarily. It’s so easy to, you know, ask for those. So those kinds of surveys, but when you have a sales team, having them ask a little more detailed questions can get you a little more information because it’s not always just, Oh I want to feature.


    Ian: They might say that, but if you can have your sales team ask a little bit more detailed questions on the why do you need that feature? Then that can help you as a business owner decide do I actually need to do it? Or maybe another feature that your sales team just isn’t explaining well that can accomplish that or maybe it’s not an entirely new feature. Maybe it’s a sub feature on a sub menu of your program that that is all you need to add in. Now you have the function I that actually solves the problem that the customer has or believes they need fixed with the platform.


    Jason: Yeah, and I think that’s a really good point and I just, all the sales reps and managers out there listening to this, I think that’s very valid and very important is to keep in mind like if your customers or prospects, because this is usually where I see it come in as prospects are asking for something. Sales reps want to close the deal, don’t want to lose a deal because they’re missing a feature. The first stage is asking lots of questions of that prospect, what it is they want. The second part is being educated as a sales rep and going to management, going to ownership. Who are the development team? Whoever, depending on how big your organization, whoever’s involved and understanding if maybe that is there, like you’re saying, and maybe it’s just not being used completely or if it is something you’d be added.


    Jason: But don’t, you know as I’m hearing you talk, I’m thinking about if you were to let a kid pick the shopping list for the grocery store and then let them just everything on the list, just go. Then you know, they’re going to be eating lucky charms for breakfast, lunch, and dinner and you know, and Mac and cheese and ice cream. And so, you know, there’s things that, you know, obviously there’s limits and if you’re a salesperson, just get lots of detail and then you know, move that value up the chain. And if it’s a valid feature from what I’ve seen, then it’s something you’re gonna want to put into the product, the service, whatever it is. 


    Ian: Well and I think that’s where the conversation between engineering and sales needs to happen too, is that sales might have a feature that they want added or a new product and engineering might look at it and say, yeah, that’s, that would take us, you know, 30 minutes to add. Do you want to add it right now? So having on some level deciding what inside of your engineering team is an acceptable amount of, you know, extra feature work or the side piece of that, you know, things that you can just quickly add or you can quickly do. And in my experience with a lot of physical product development is when you work with the sales engineers for let’s say pneumatic pumps, you go to them with your need of this is what I need to do with it.


    Ian: And then they actually help figure out how to use their product to fit that need. And so depending on what level, you know, if you’re doing a product that’s going to million people or hundreds of thousands of people and it’s not really customizable and that’s not the experience and that that you can’t do that. But on larger, let’s say enterprise level SAS or you know, custom physical products, things like that, having their engineering experience inside of your sales team will allow them to actually modify the product a little bit to meet the needs without necessarily redoing tooling. So, you know, when I’ve worked with like pneumatic pumps and things like that, they don’t retool their entire line for me just to make a new thing. But they configure products to work for certain situation or provide feedback on how to make the whole product work with their product. And so that having that sales engineer is very helpful and depending on what your industry is obviously.


    Jason: So let’s talk about the sales side of it. Right? So there’s the engineering and the working together and I’ve been a part of organizations, sales and non-sales related where engineers are making products, making services, making applications without any thought of how the customer actually uses them, how they’re actually sold, how a normal human would use that item. Again, whether it’s a physical product or a widget, it doesn’t matter like I’ve seen the whole range but let’s talk about the sales side. So what about selling those kinds of things. So selling something technical product or service without being technical or being a technical sales person or you know, getting into the weeds like you know, what have you found in your experience when kind of merging those two or attacking a technical sale without technical sales people,


    Ian: It can get really messy really quickly and it really depends on the sales person and what their approach is. And the best solution that I’ve found is that when you’re trying to sell something really technical and you have non technical sales, is that you let the salesperson do the sales part and you make sure that an engineering person is backing them for information and you just have the sales person control the conversation in terms of you know, asking questions, discovery, things like that. And then always going, alright, I’m going to talk to my engineer. And that way they can build the relationship part that the engineer doesn’t handle and they can basically become a bridge between engineering and the customer. And when that happens, you know you don’t need a ton of technical expertise. What you need is listening skills. So you listened to the customer and you listened to the engineer and you bring the information together and let that process guide you. And when that happens and the focus isn’t so much on trying to, it does lengthen the sales process a little bit because you are going back and forth between two information sources. But that’s been the most successful in my experience of non-engineering sales.


    Jason: Alright, everybody. Thanks for listening. This was part one of my conversation with Ian Peterman. He and I are going to continue talking. As you’ll hear in the rest of this mini series set of episodes, make sure to check out his information, his links prior to the final show, part four. You can go to cutterconsultinggroup.com where you can find the transcript, show notes and his links, 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 February 19, 2025
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By Jason Cutter February 17, 2025
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By Jason Cutter February 13, 2025
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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