Archive for the “Sales methodology” Category

The Stage

The Apple AppStore has over 100,000 iPhone applications.  Verizon’s Droid is a a few months old and Google just launched the Nexus One.  Microsoft has Windows Mobile and the Palm has the hot new Palm Pre.  The current king of Mobile Business is the Blackberry (RIM),  but it is losing ground fast.  Apple, Microsoft, Google, Palm, Verizon & RIM all going   after the same market and that makes for great headlines.

The Hype

Articles are starting to appear talking about the mobile replacing desktop as a work environment.  For the most part, this is bunk; A symptom of someone looking for a headline, but not thinking.  When I see an interesting article about a controversial topic, I like to first look at the last 2-3 headlines by that author.  If last week they were talking about global warming, the week before about cyber-crime and this week about mobile technology replacing the desktop; I classify them as “reporter”.  Reporter does not equal expert.  While reporters are absolutely essential to get a pulse on minor variations on trends,  I prefer to seek the experts to get a deep understanding of a new technology.   Even better is to immerse yourself and get first-hand experience.  Most of the buzz today is reporter, not expert created.

Definitions

To better understand if/when/why mobile will or will not replace the desktop, definitions are in order:  Desktop refers to the hardware, be it PC, Mac, Linux, either desktop or laptop.  This desktop can be running any form of software including installed, Client-Server, SaaS and browser based.  Mobile is the generally understood concept of a smart-phone like a Blackberry or iPhone.

Mobile vs. Desktop

So will “mobile” business application replace the “desktop”?  Yes and No.  The first Hurtle for Mobile to replace Desktop is CPU & Memory. Over the next decade, mobile form factor devices will have the processor and memory of today’s desktops.  So throw out processing power as a differentiator.  Mobile will catch up.  In fact, most applications today, especially SaaS applications only take up a small amount of CPU and memory on the desktop.

What else constitutes a desktop environment?   Input and output devices.  This is the big one.  I personally have both Mac and PC setups, each with a bunch of big monitors. Besides the large monitors, I use full size keyboards, and a laser mouse.

My Mac & PC workstations

Big ideas need big work spaces.  When I first realized that my iPhone was actually a mobile computer, I tested the limits.  Doing basic operations like reading email works fine.  What about spreadsheets I thought?

Designing a spreadsheet on a mobile device is possible, but very, very inefficient.  I tried it and it’s infuriating.  However, using an already designed spreadsheet on mobile device is realistic.  Reading email; easy.  Writing email; possible, but not as easy as using a full size keyboard.

This is where I had my epiphany that would steer the mobile strategy for Broadlook.

Mobile Technology is an extension of and not a replacement for PC-based business applications.

Why?  Desktop business applications have evolved over the years to take advantage of everything possible.  Case in point, at Broadlook, we switched to the Microsoft Dynamics CRM.  The default setup did not fit our selling model, so we modified Dynamics to fit our business process.  Dynamics is a Platform as a Service (PaaS) environment; a base of CRM functionality which each business can build on.  Our modifications to Dynamics CRM included data points that most companies don’t have access to (unless they are Broadlook customers).  Simply put, the average screen was too small to get all the data on it that we needed.  We could have created a system where everything was accessible in a drill-down fashion (click, click, click).  However, this included too many clicks to be efficient.  I can’t stand having to click 3-4 times to get to data that should be there.  The answer: bigger monitors.  Standard at Broadlook, we now have 24 inch monitors with 1920×1200 resolution.  The things that most people have to click 2-3 extra times to get to their CRM, we have on the first screen.  Simple things like having all the contact info points in the initial search grid.


Broadlook’s Leads Screen in MS Dynamics CRM on a 24 inch monitor.  All info points are available so a sales rep can take action from the first screen.  A typical implementation of SalesForce.com or MS CRM would require you to click 2-3 times to get at all the information on this screen.

As a side note.  These monitors are about $250.  Picking up 50 of these monitors was many many more times cheaper than wasting the time of a sales rep in click-click hell.  In addition developing with the large monitors in mind is much more forgiving than having limited screen real estate and making a design decision that makes 1/2 the people happy and 1/2 ticked off.

How would this business process, which depends on “big hardware” translate to a 4 inch mobile screen?

It won’t.

No way, no how. This is why we won’t see CRM for mobile replacing CRM on the desktop/laptop.  I’ve seen a few mobile “stand-alone” CRM’s on both the sales and recruiting sides.  They are a joke.  An absolute productivity waste.  What works with mobile CRM is when it is used to enhance the desktop experience.  Salesforce has done a good job of it, as have several others.  If your mobile can access your CRM, you can look up a contact, review notes, or line up a few calls for when you are on the road or after hours.  Mobile CRM as a value add to your CRM is an absolute must-have.

What about applications like social networking?  LinkedIN is a good example.  LinkedIN for iPhone is great, I’m looking forward to when LinkedIN or Facebook adds a practical proximity alert to your social network.  That would be something that the desktop or even laptop would not be practical for.   This leads me into the areas that mobile will dominate and why.

For those existing business applications that have evolved on the desktop, mobile will add additional value.  However, for the new frontiers, areas that were birthed in mobile, those will be the areas where mobile can stand alone. It is the same concept which allowed desktop applications to evolve.  You develop to the potential of the environment.  CPU, memory, screen size, input devices, always on (yes/no), network connectivity, battery life.  All of these are the factors that effect Darwinism on both the desktop and mobile device.

Today, most of the successful mobile applications are consumer-based.   As of this writing, none of the top 25 apps in the iPhone AppStore were business apps.  Blackberry pundits:  only 2 of the top 25 for Blackberry were business apps.

So where does this leave us?

  • For business applications that evolved on larger form factor systems such as CRM and  Spreadsheets, mobile will be a value-add, but not a replacement.  If someone is promising CRM on your mobile to replace your desktop, run like hell or carry a 12 year old with tiny fingers to type for you everywhere you go.
  • New and currently undiscovered business applications that are born and evolve on the mobile will rule the mobile.

2010 is going to be a fantastic year for mobile! I am excited and personally committed to developing on mobile.

Caveats:  (1) When mobile becomes a conduit to work with outside peripherals such as an wall screens and video goggles, then mobile could replace the desktop, however, what is really being accomplished here is emulating the functions of a full form factor desktop & monitor. (2) Seamless voice recognition can get around the problems with small form factor keyboards.  I have not seen voice recognition that is worth it’s salt.  I tell my car “Radio Off” and it says “Please say the name of the street you want to navigate to”.

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The definition and very nature of contact information is changing.

Why is this important?  If you are not able to connect with people, you cannot sell to them, you cannot recruit them, you cannot market to them.   As I talked about in the video intro, things are changing.   If there was a contact information historian, it would be me.

What gets me irritated is when something gets reported as the “next best thing”, when in reality, it is simply, the next, extremely predictable innovation in a continuum.  In this blog, I’m going to play part historian, part reporter and part futurist as it relates to contact information.  When the “next big thing” happens, and I’m including social networks, you probably won’t be surprised.

First, a definition is in order.  What is Contact Information?  I define it as:

“an information venue that facilitates communication with a person”

Why am I spending my time doing this?  My day job is steering the ship at Broadlook Technologies.  Broadlook provides technology that empowers sales and recruiting professionals with contacts at corporations.  To stay ahead, we must innovate.  To innovate, we must research.  To research we must watch, listen, learn, explore and dream a little.

One interesting aspect about contact information is that very rarely does a new form replace an old form.  For example, with the advent of SMS (or texting) people are still using email; perhaps not as much, but they are using both.  Even faxes have not been fully replaced by email.  In some cases, legal wants the paperwork.  Take it a step farther and faxes are not enough and good old paper mail is still being used.   What does that mean?

1. The nature of new venues of contact information is additive.

2. New venues lead to more specialized usage of existing venues.

3. The nature of contact information must be part of system design.

Why is this stuff, in turn, important?  Example:  If you are designing a CRM for holding contact information and you “hard code” (design something inflexible)  to store phone, fax, email and that’s it…big problem. Each time a new type of contact information is created, a hard-coded CRM would have to be updated and reprogrammed.  Some may think that a SaaS model overcomes this, but it does not.   A good CRM will have the changing nature of contact information built into it’s design and not solve it with revisions.

“A good CRM will take into account the changing nature of contact information and  design for that nature from the start and not solve it with revisions.”

Read the rest of this entry »

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In 2002, I was excited to get phone calls or even emails from anyone.  My company was a start-up. 2 guys in a office with a dog and a bunch of computer servers.

Today it is different.  Perhaps I am partly to blame.  My contact information is on the Broadlook website, I’m the registration contact for 100’s of domains, and I freely put all my contact information into my email signature.

donato-diorio-signature1

And…yes, my company, Broadlook,  makes software that pulls information from the Internet to empower sales and recruiting professionals.   Again, I am guilty, but having my contact information is not an excuse to sell badly to me.

Here is a secret:  I love being sold to.  Truly being sold to means that somebody has done their homework, looked at my needs, my company needs and has a solution to my pain.   To save those hundreds of sales reps time, I’ve decided to (1) define the rules of engagement of how to sell to me and (2) post them on my corporate bio.  If you follow the rules, I promise I will respond.  It may be an email that only says “no thank you”. Or try me next quarter, but if you take the time, I will take the time.

I like the transparency of establishing the rules of engagement.  When I passed this idea by a few of my peers, leaders in both small and large companies, they all liked the idea of establishing the engagement rules and being transparent.   My rules are not the next persons rules;  they are mine.  Everyone should craft their own and make them transparent.  If more people did this, selling would be so much more efficient and enjoyable, for both sides.  Imagine that!

In order to sell at a high level, you need more than an email address.  Perhaps having Broadlook’s lead generation tools at my disposal for the last 7 years has spoiled me.  When I reach out to someone, I know something about them and I always personalize my message.

I titled this blog verbosely so people looking to sell to me would find it.  SEO stuff.  We’ll see where it lands…

Rules to sell to Donato Diorio

  1. Get my name right.  I can see how people mistake my first name for a last name, but it’s not brain surgery. It shows respect.
  2. Personalize. I will not respond to a mass emails. Period.
  3. Understand what my company (Broadlook) does.  Can you believe that there is some idiot out there that keeps trying to sell me a list of recruiting firms?     Talk about selling ice to an Eskimo.
  4. Show me that I am special.  Customize your sales pitch for my company.  Don’t use generalities.  Research what my company does and ask me good questions. I don’t have a burning need to seek others approval, but if you take the time to tell me.
  5. Call and email.   You will probably get voice mail, but I will listen to it.  The email will give me your contact information if I like what I hear.   Tell me you will also be sending me an email.   Be articulate, gosh, I’m sorry, but if your accent is so heavy that I have to listen to your voice mail a few times to understand it, it will get deleted at the very beginning.
  6. In your voice mail,  say your phone number two times.  Give me a chance to write it down if I like what I hear.
  7. Don’t use a voice mail script.  If you do, you are not at the level yet to successfully sell to me.  Try again next year.
  8. Don’t use a negative sell.  i.e.  The economy is bad, and you can help.   Bad for who? Do your homework.  I’m an optimist.  I love hanging up on pessimists.  Realists welcome.
  9. Know your product inside out.  If you can’t answer nearly all my questions, you should not be reaching out to me. Have you manager or top sales rep do it.
  10. Don’t call me if someone else at my company makes the decision.  I don’t make the decisions on office supplies.
  11. Did I mention… get my name right?

Here is the email that put me over the top to write this blog.  It was nth in a series, polite but impersonal.  I will not be working with this company.

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Dear Danato,  (got my name wrong)

Hope you are doing fine.   (does he really?)     (the DELETE button was pressed when my eyes hit this line)

This is with reference to my previous mail dated 4th March 2009. (reminding me of his spam) I hope you have received it. I eagerly await your reply as I look forward to exploring a potential business opportunity with your company , which I am sure would prove to be mutually beneficial.  (he has no clue what Broadlook does)

Please let me know your interest and your availability for a short introductory call at a time that would best suit your schedule.  During the call, I would primarily like to introduce XXXXXXXXX, our services, capabilities and address any specific queries that you may have.

Eagerly awaiting your reply.  (and 50,000 others he spammed)

Thanks and best regards,

XXXX

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