Org is too comfortable being [SEARCH ENGINE]'s lapdog

Hi War Room, this is my first post so please be gentle.


I recently started at my new company, a software vendor that is [WORLD'S BEST SEARCH ENGINE] first ever channel partner for [WHERE YOU PUT YOUR EMAILS] and [WHERE DEVOPS BOYS WORK] in Indonesia. Ever since then, we expanded our inventory to [THAT OTHER DEVOPS PRODUCT], [THE ONE THAT HAS TEAMS], [A LIVING FOSSIL ERP], and some PLG products like [THAT ONE FAMOUS WORK MANAGEMENT PRODUCT]. For 10+ years, they have been reaping the rewards of selling [SEARCH ENGINE] products and it has shown. I think we average around $1-2M MRR just from [THAT SEARCH ENGINE PRODUCT WHERE YOU PUT EMAILS]. Other products? They are doing okay.


I was hired through a product's (a very famous work management, number 1 on G2) AE (which is a separate post in its own right), the down-low was that [THE WORK MANAGEMENT PLATFORM] is not happy with my company's performance as a Channel Partner. The AE liked me and made it his/her mission to embed me with my current company just to handle this product.


My thought was, "How bad would it be?"


And ooh boy, was it bad.


Not to brag, but I came from a modern sales organization where there's SDRs, BDRs, everything is in HubSpot and every AE (which is me) works on important things on the day-to-day. I am used to the modern hypergrowth sales settings. Seeing my current company now, I am very dissappointed.


Before I get into the details, my question is:

How do I tell my management that our current sales practice is not even scratching the standards of modern tech sales? And how do I propose reworks and revamps of workflows?


So, on to the deets:

  • My company does not have a centralized CRM. Every rep tracks their own leads with a spreadsheet, every product team syncs every week to "catch-up" about clients and prospects.
  • Since there are no CRMs, Account Managers' function is reduced to Renewal Chasers. Whereas their day-to-day job is to navigate a 9000+ line of customer data in Google Sheet and find out which one needs to chase for renewals. No, we do not automate quotations and renewals.
  • All Asana customers are churning since there are no CSM/AM cadence. They cross-sell, sign a contract, and poof disappear.
  • Did I tell you that there is no visibility on any deals and customers as a result of an absence of a CRM? Yep, every one communicates personally to get insight of any deal.
  • Communication is officially done via Google Chat (which is pretty lightweight, I like it), but since there's no reinforcement for communications then everyone defaults to WhatsApp. (I got this on lock though, I don't respond to WhatsApp messages except from prospects or customers).
  • Head of Marketing is quitting due to the inability of proper deal admin in HubSpot (which we failed to adapt), he has no idea what the ROI is and how any channel is performing. Management does not care (is what I heard), as long as it makes money.
  • I don't use any sales tool such as LI Sales Nav, Lemlist/Apollo/Lusha for sequencing, and HubSpot is on their free tier. I create workarounds via Asana, which gives visibility to leaders and management. So far I've impressed them with my efficient work.
  • It takes me 30-40 minutes to create follow-ups on five prospects and hours to send follow-ups on current deals. At the end of the day, I don't have time to do actual meaningful sales work like: Reading use cases, creating custom Asana boards for demos,

These are the details that is striking and on top of my mind right now. I'm sure there are more but thinking about it is stressful enough. I've only started last month and I'm just imagining the compounding stress I will gather from the scale-up of my small team.


War Room, help!


Edit 1 : I redacted multiple product names for safety. Sorry, community team!

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๐Ÿ™ Mental Wellness
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11
ThatNewAE
Big Shot
6
Account Executive - Mid enterprise
First of all- welcome to the war room. :)
I am absolutely loving the riddles you have typed in here. Haha, fun debunking them.
I got lost deciphering them, I had to read again. A few things-

1. My current company is ditto like this. Just that, we have too many techstack in place that gets everyone confused on whatโ€™s to use and for what. Thereโ€™s no visibility.

2. You can talk to your manager, bring these up in 1-o-1 and even bring it up in QBRs / MBRs and so. But take it from me, things will change in a slower pace that how earth is changing.

3. What I did early on was actually just figure out the loopholes, like you did. CRM is shit, there are no tools for me to fetch numbers and email IDs and thereโ€™s no visibility whatsoever. What I did then was spend 3-4 days (off work) in just creating manual reports of my deals. If thereโ€™s no way to do so, go the old way (I know itโ€™s annoying). But take a notepad and pen. Write it down. Whatever it takes.
Then I created a few templates handy that I would just go about tweaking and dicing. Follow ups, prospecting emails based on persona and so.

- so essentially I created everything handy off work. My only motto was - I need to earn nonetheless.

I donโ€™t think I have any points to add for lack of communication channels. That is sorted at my side.
Sunbunny31
Politicker
0
Sr Sales Executive ๐Ÿฐ
Some really great advice here.
BlueJays2591
Politicker
4
Federal Business Dev Director
Seems like you got hired by the 1990s. I don't think I've heard of any reputable org not using a CRM and using spreadsheets. I would definitely bring this up. If it's not well met, then you know you're working for idiots. Hubspot free tier is rough. Godspeed my friend
CuriousFox
WR Officer
3
๐ŸฆŠ
I mean we have SFDC, but I still use spreadsheets for some things ๐Ÿคทโ€โ™€๏ธ
Pachacuti
Politicker
0
They call me Daddy, Sales Daddy
ditto....SF sucks
Sunbunny31
Politicker
1
Sr Sales Executive ๐Ÿฐ
So many managers love their spreadsheets!
Pachacuti
Politicker
1
They call me Daddy, Sales Daddy
SF is overkill for day-to-day sales activities, IMO. I'm sure many would disagree, but for a quick glance at an account list and their respective "to-do" items, you can't beat a simple spreadsheet.
Sunbunny31
Politicker
1
Sr Sales Executive ๐Ÿฐ
I donโ€™t mind spreadsheets- as long as same managers arenโ€™t asking me to duplicate info that is readily available in the CRM. I like spreadsheets as well - I find them easier to read, sort, and add commentary to.
BlueJays2591
Politicker
0
Federal Business Dev Director
But for lead tracking?
Pachacuti
Politicker
1
They call me Daddy, Sales Daddy
Unless your company is zealous about SF, itโ€™s a waste IMO. I enter team leads and major events, but day to day is my own methods.
Sunbunny31
Politicker
1
Sr Sales Executive ๐Ÿฐ
Opportunity records, yes.
TennisandSales
Politicker
3
Head Of Sales
ok so before i even read the details you need to answer these questions:

1. does your leadership CARE they are behind the times?
2. Would your leadership listen to you?
3. why didnt you know this going in?

if the answer to the first two are "no" then none of this is even worth your time.

better to just adapt, or leave. hate to break it to you but you are most likely facing an insane uphill battle here.
braintank
Politicker
3
Enterprise Account Executive
#3 is the big one
lordofsale
Member
0
Sales Executive
1. I don't think they know what modern tech sales look like
2. Actually yes, I have been given autonomy to run the [WORK MANAGEMENT PRODUCT] alone.
3. They said they use HubSpot. Didn't told me it was the free version.
Pachacuti
Politicker
2
They call me Daddy, Sales Daddy
Sounds like you want to leave ... and you're just trying to justify it?
lordofsale
Member
1
Sales Executive
Oh I do, but I'm on a 1-year contract before they make me permanent. If I leave before Nov 23, I will be given a 1-month salary fine.
RedLightning
Politicker
0
Mid-Market AE
Maybe think of it like a sale! Loss aversion is a stronger motivator and you mentioned they don't care so long as they make money. Personally, I would try to frame it as something for the CSM/AM teams and make it less so about how behind the times you are and more so about how much low hanging fruit is being left on the table. Hopefully that triggers their loss aversion.

Potentially map it out - a CRM costs roughly X per user. If it helps us renew Y customers/month then it is profitable. We have a churn rate of Z, so we only need it to do Blah to have major impact.

If you make it about the entire org, it may seem like a monumental task. So, try to position it as easy implementation and major payoff and generally take a land & expand approach.

Side-not - internal selling is very ego driven and you do not want to make anyone appear to be doing something poorly. Try to determine people's individual motivations and play to those
bendandsnack
Politicker
0
Account Exec
Not having a CRM would drive me nuts.

Loling because I also work for a [XXXXXX] partner in Channel Sales.

No SDRs/etc shouldn't be an issue. You just have to learn how to be [XXXXXX]'s bitch and you're golden :)

No CRM is a severe issue. I've been crushing it and one of my strengths is my follow up/not letting things fall through the cracks. I live & die by SalesForce tasks.
GingerBarbarian
Opinionated
0
Lead Sales
Sadly these things are more common than you would expect. I see it more often when I do consulting than I wish I did.

1) You are lucky. You know the way things SHOULD be done. But that does not mean you have earn the right to speak out in your manager's eyes yet.

2) Don't go at it alone. Find great people who can help you. A person I would recommend is Eric Steeves. He is a fractional CRO that I know through LinkedIn. He is one of the smartest tech people I have ever met when it comes to sales tech stacks. Here is an excellent podcast episode he appeared on. https://podcasts.apple.com/gb/podcast/are-you-intentionally-winning-by-design-or-losing-by/id1341867086?i=1000557583474

Sending a simple email to your manager saying "I think we can be doing a lot more, listen to this..." could really help.
ChumpChange
Politicker
0
Channel Manager
A total shitshow. Bounce homie.
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