CUTTER CONSULTING GROUP

E215: Proactive Relationship Management with Adam Honig – Part 4 of 4

January 8, 2024


How do you define success in a sales context, and how has that definition evolved throughout your career?


Adam Honig, from Spiro.ai is on a mission to get rid of the CRM, especially for sales teams. And this is coming from a guy who spent years as a CRM consultant and expert!


Check out this interesting discussion around why the CRM doesn’t work and what alternatives there are for managing a sales team and a sales pipeline.


Episode highlight:

“One of the big problems of course is CRM is kind of a one size fits all. It doesn’t adapt itself to the working style of the team.”

“Sometimes people tell me that they feel like they’re in a bad relationship with it because all it does is take from them. It doesn’t give anything back.”


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Connect with Jason on Linkedin

Connect with Adam on Linkedin


Adam’s Bio: 

Adam is passionate about helping companies make more money using artificial intelligence, and is the driving force behind Spiro’s pioneering new approach: proactive relationship management. As CEO, he is focused on the company’s overall market strategy and vision.

 

Previously, Adam co-founded a software company which he led through its successful IPO and sale. Afterwards, he founded Innoveer, one of the largest CRM consulting firms, which was successfully acquired by Cloud Sherpas (and then Accenture).

 

Where to follow Adam:

https://www.linkedin.com/in/adamhonig/

https://twitter.com/adamhonig

 

Links:

https://spiro.ai/

https://spiro.ai/resources/guide/infographic-not-your-fathers-crm/

https://spiro.ai/resources/guide/proactive-relationship-management/

  • Show Transcript

    Jason: Welcome back sales experience podcast. This is part four. My final segment of the conversation I had with Adam. Hopefully you’ve enjoying all of it where we’re talking about CRMs and the processes and sales reps and managing and everything around kind of all of that part where we’re talking about success and this part here we’re going to address Adam’s feelings and experience based on what it takes to create that successful sales experience and then also what really good reps do in being effective and successful as salespeople. Here you go. Here’s part four. Enjoy.


     


    Jason: When the economy changes, when things go down, when there is a shift and all of a sudden those opportunities in that tracking matter, then all of a sudden people will start to pay attention,


    Adam: Well, I, you know, I’m a big believer in measuring step productivity, you know? So if you think about a very simple sales process from a lead to a qualified lead to a proposal or a quote to a win ratio, knowing exactly what the measures are and what you expect, you know, throughout that cycle. And then when you’re in a challenging sales environment, then you know, Hey, I better have 10 more leads if I’m going to make the numbers. Because if you don’t know what those percentages are, you’ll, I mean, you’re always gonna miss, you know, that’s, that’s my point of view.


    Adam: You’ve got to know those because you have to have that baseline all the time. And for anyone listening to this, if you don’t know those stages, if you don’t know those numbers, especially if your reps aren’t using the CRM, which they probably aren’t, but you need to go back, even if it’s historical data and try to figure out those, you have that baseline of what success looks like. And then when things change or get difficult, you know, your business, the vertical competitors, whatever that force might be, you can’t just say, okay, well we used to close a hundred deals, now we close 50 right? Like we need to pump up marketing. Maybe that’s not the issue. Maybe it’s the people who are showing up for appointments or demos or the followup or sometimes companies will shotgun and just try to throw more stuff in all the buckets. But most often there’s one bucket or two buckets. The stages that are the issue.


    Adam: We had that challenge at Spiro, we had a sales process challenge that we were winning the right number of deals. And so in terms of the proposals given out, that number was good, but we weren’t getting enough proposals out. But we were getting enough leads in and you know, kind of the, the breakthrough for us was realizing that we weren’t doing a good enough job really surfacing customer pain and we were spending too much time talking about us, you know? And, and for some people where the solution just boom, matched up perfectly with what they needed, it went right through and that was our win and then everybody else was like, yeah, I dunno. You know? And so we weren’t kind of getting to that, helping people understand how Spiro can solve their problems step, which is what was required to get the quote percentage off. So yeah, I would definitely keep a close eye on those ratios, especially the economy goes up and it goes down. I mean it’s all over the place. So I would definitely, if sales leadership were to ask me probably the number one thing that they should be doing, paying attention to those metrics in this kind of situation.


    Jason: 100% and I love the, in your honest sharing, talking about, you know, where you guys were having an issue and it brings up something I try to mention all the time and it’s something I see that’s a constant factor with companies and or sales reps that are struggling, which is where literally they’re just talking about themselves the most, right? They think what they have. It’s either two sides. One is it’s awesome and it’s cool and it’s innovative. They just want to talk about it because it’s amazing, right? Like I could see that from your perspective. Or there’s reps on the other side, which just literally they’re not paying attention or they’re making it all about their own ego and they’re just sharing it. If you’re in sales, nobody cares what you do. They want to know what it’s going to do for them. Right?


    Jason: And what you’re saying is those like easy lay down ones and that’s where, you know, I, I use the term a lot that I’ve seen is order takers, right? Order takers type sales reps can do all kinds of things wrong in a sales process. Still close a certain amount of deals because there’s some people who you’ll talk to that’ll be like, yeah, I get it. I want it. Here’s my credit card, let’s go. But usually you can never hit your quota. You can never make enough sales or money by that approach. So I’m glad that you said that and brought it up and that you guys recognized it and then made the shift more discovery, I’m sure.


    Adam: Yeah, totally. We totally redid our discovery process and focused on what we felt like were the key pain issues that customers would need to have to be a good fit for Spiro. That was a key exercise that we went through. And I have to say since we did that, everything has kind of gone back to the where I expected it to be. So, you know, I feel like, Oh, okay, well gosh, we, we got, uh, we did okay on that one.


    Jason: Well, and what’s fascinating to me and this human behavior wise is if you’re selling something that requires a lot of education, right? So let’s talk about you for example, in Spiro. So most people know what a CRM is, right? So anyone in sales management leadership, they know what a CRM is. They probably know they should be using one. Like you don’t have to educate them on what a CRM does, but you guys have to educate people on why you’re not a CRM and what it does differently. And there’s this learning curve, this education piece. There’s more information you have to share. The standard thing I see is that a lot of people, when they feel they have something that people won’t know about, that they have to educate, they lead with that education. The problem is that you can tell people about it.


    Jason: They still don’t know how it affects them. And so the actual response is the more innovative and learning curve and information is required for someone to get what you do and why you’re different in my experience is the least you need to talk about it up front because you really want to know how to then apply it. Like if I tell you I have the solution for you, I want to know your problem and then tell you, okay, so based on your problem, here’s what it does for this thing and this thing and this thing and here’s how it makes your life better. But most people default to the more that they feel like they have to educate people, the more they educate and use long monologues and people don’t care.


    Adam: I’m with you on 200%. I feel like most buyers want to feel like they discovered it too. Yeah. You know, so like they want to feel like they basically kind of invented it, you know, to the point. And so we have a, in our discovery process, which I love, which is basically saying, well based upon everything we’ve talked about, just imagine you had a million engineers that could write some software for you. What would it be like? You know, just tell me about that. And this is before we’ve told them anything about Spiro. It amazes me that most of the time they kind of say all of the things that we do. And then we’re like, okay, well it seems like we might have a good fit here. Let me tell you a little bit about us, you know, so.


    Jason: And if you can unlock that for people, for your customers, you know, for everyone listening to this, if you can use those kinds of questions, get people thinking about it and come up with like, if you could do this, if you could have built it, what would it have done for you? Right. And then those people, obviously not everyone’s going to be thinking in that realm, but anybody who is, if they’re thinking about that, then that’s a home run product market fit for that group. Assuming they don’t then think, Oh wait a second, I could just build this myself. Which is the rebuttal sometimes to that.


    Adam: Yeah. Well, that’s fine. They can go build their own Spiro for them and you know, I’ll license it from them cause it, we spend about 9 million bucks doing it. So if they can do it cheaper, I’m good on that. 


    Jason: And that kind of customer, you know, in my experience doesn’t make for a very good customer anyway because they’re always going to think they could have done it better. So those are in that category of people, I’m, I’m happy to not sell or have my reps sell to the ones who just think they can do it better themselves. We’re going to go try like give it a shot.


    Adam: Yeah, for sure.


    Jason: In that process, one final question I have is in your experience, because you’ve seen a lot of sales reps, right? This is not CRM related question, what do you attribute successful salespeople to doing or being, or having that really makes them successful?


    Adam: Well, it really has to be a mix of things. You know, salespeople need to have the persuasion that you mentioned before to get people to connect the dots between what their pain or need is with, you know, how we can help them. And it can be hard for prospects to really listen to that. And so that’s why the persuasion comes in, you know, because it’s, you know, people, we’re all somewhat skeptical about the world. And so, you know, if somebody comes to you and says, Hey Jason, I’ve got this great idea, blah, blah, blah. You’re like, yeah, right. So you need to be really good to navigate that part of the sales process. But if you don’t have the ability at the beginning, the front end of it really understand and listen well, it’s not gonna work either. So there’s kind of both listening and persuading component to it. And that’s really tricky because often people are really good at one, but not the other. So how do you marry the two of those together?


    Jason: Yeah, I think that’s a great observation. I mean, the fundamental thing that you’re running up against with pretty much every prospect that doesn’t have their credit card in hand is that people want to stay in their comfort zone and they, and change is scary, right? Change equals death. And so what if they buy and they shouldn’t then, so you’ve really got to make it relevant to them and why it’s a safe decision, which like you said, like asking questions, listening leads, that persuasion part. And it is fascinating, the number of people I agree with, I’ve seen just like you where they can do one or the other, right? They can persuade, but it’s just so misguided and terrible that it’s like the wrong direction or not based on facts. It’s just all fluff. And then there are the people who can ask and can listen and know everything about that person. And they now have new Facebook friends and they share their favorite restaurants and all of that stuff and they’re crying on each other’s shoulder, but literally no sales.


    Adam: Right. So, yeah. Cool


    Jason: Yeah. Cool. Well, um, where is the best place for people to find you? To find the technology to, you know, engage in this kind of you and, or your pursuit of, uh, killing CRMs


    Adam: I mean, I definitely would encourage people to connect with me on LinkedIn. So I’m just Adam Honig on LinkedIn with Spiro. It should be pretty easy to find. There are some other guys named Adam Honig, but I usually come up first. So you know, of course, I’m on Twitter. Uh, and if you know, if companies or salespeople are interested in learning more about basically it’s CRM that nobody needs to use. I mean you can always check out spiro.ai. We’ve got the fancy artificial intelligence domain name there. Yeah, exactly. So in Spiro, by the way, we named the company after the Latin words Ferrari, which means to breathe. So it’s our mission to breathe new life into this really terrible piece of technology that we’ve been talking about today. So hopefully that’ll help people keep it in their mind. Oh, the Latin scholars out there.


    Jason: There we go. That’s they probably already thinking that already. Well, and I appreciate you and kind of this mission, cause one of the things I see, right? CRM is a great tool for management when it’s done right. It’s usually not something like you on what you’re working on in your mission. So take that piece away from salespeople. When it’s done properly, it will allow salespeople to focus on what they should, which is the right prospects and the right sales experience and moving the right customers forward and doing that at scale. So, you know, I see that as a great thing to help hopefully improve the world of sales, the right salespeople in the right direction. So I appreciate it and thanks for being on the show and talking about CRM and hopefully everyone actually tuned all the way through with our warning about this conversation not being about CRM usage and beating reps for that. So thank you for being on the show.


    Adam: Yeah, my pleasure.


    Jason: Cool. And for everyone listening, if you want to check out the rest of Adam’s links and also the transcript from these episodes, you can go to cutterconsultinggroup.com/podcast 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 18, 2025
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By Jason Cutter February 17, 2025
The Abundance of Options Today we all have lots of options. While writing this I could speak into my phone and order whatever I want. I can get food delivered before I finish writing this article. I could get a TV delivered to my door before I wake up tomorrow. When someone wants to buy something, they are armed with as much information as they want to access. They can research, read reviews, and watch videos about a product or company. The Shift in Power to the Buyer Because of this, the power balance of sales has shifted away from the salesperson and company to the buyer. Knowledge is power – and they now have all the knowledge they want. With knowing that they have ultimate choice of what to buy (internet and globalization has led to the ability to order anything you want from anywhere…so you are no longer limited to the stores you can drive to and what they have on hand), it means that everything is a commodity in their minds. Nothing is unique or special. Everything is interchangeable. Does the Sales Experience Even Matter? So, this means the sales experience doesn’t matter anymore. There is no reason to put effort into the sales process, the conversations with potential customers. No value in spending time trying to ‘help’ people – since they just view products, salespeople, and companies as interchangeable. You are not special, so there is no benefit in caring. They will walk into your store, and they will decide what they want. They fill out your online for, and they decide if they answer when you call and how the call will go. They walk up to your event/booth, and they decide how the interaction will go and if they want to listen to your elevator pitch. They will let you know if they are interested in moving forward. They will let you know how they want to buy. So, like I said above, there is no real value anymore in the sales experience. Or could it actually be valuable? Is it possible that all that matters IS the sales experience? If people feel they have ultimate information and control of the buying process, how do they decide on what to buy and who to buy from? When I search on Amazon for a product type I have never purchased before, how do I pick? When I want to go shopping for garden supplies for the house, how do I pick where to go? When I need to buy a new fridge, who will I hand my money over to? The cheapest place with terrible service? The place with reasonable prices and great service? The Sales Experience Shapes the Decision I choose based on the sales experience that I will receive. With everything else being equal, I (and I believe most people) will select the place to shop at or the products to buy online based on the experience I receive. To me all that matters is the experience. While I am trying to buy something. Once I receive it – ensure it does what I need it to do. With the feeling of unlimited choices, it can actually be harder now to buy something that in the past. People get into analysis paralysis more often. Which means that for consumers to buy something new they need help. They need a professional salesperson. They need a sales experience that matches their expectations. They want a guide who will help them make the right decision for them, with an experience that goes above and beyond what more people receive any more when they walk into a store, call a company’s toll-free number, or visit a website and have to fill out a form. If you want to succeed in sales – the only thing that matters is the sales experience you provide.
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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