Dimmo

I will change the way people evaluate and buy software. www.dimmo.ai

Chief Executive Officer

Two Dads in Tech

Listen now on YouTube, Spotify, Apple, and everywhere you listen to podcasts.

Interested in sponsoring? Email daniel@twodadsintech.com

Host

Proofpoint

- Broke into 6/9 accounts at the C-Level from prospecting efforts in the first 5 months. These accounts have never been Proofpoint customers and 3 of them haven't chatted with us in over 3 years.
- Generated 2.3M in pipeline in 5 months. All new logos.
- 226% of quota

Sr. Named Account Executive (Large Enterprise)

Refurl

Founder (Acquired)

metadata.io

Q1 - 280%
Q2 - 172%
Q3 - 72% (completely my fault. had my first kid and let 2 momentum deals slip)
Q4 - 96%

- closed the largest net new logo deal
- set record for fastest rep to hit first two quarters
- trained 6 reps 
- most outbound deals closed

Enterprise Account Executive

Vocul

Founded a platform that created personal interactions between business influencers with their following. Brought on a base of influencers that had more than 12M followers.

Dremio

Account Executive

MongoDB

Q1:
- 138% of quota
- Most professional services sold on the sales floor 
- Only in the seat for 2 months this quarter

Q2 -
- Responsible for training new hires how to ramp efficiently
- 184% of quarterly quota
- created “Table Talk” which was a weekly discussion of strategic thinkers moving deals through the pipe 

Q3
- 153% of quarterly quota 
- Exceeded annual quota 3 quarters in 

Q4
- 116% of Quota 
- focused on net new logos

Symantec

	Average 65 calls daily to grow the region by acquiring net new customers and providing them with a presentation of the company’s value
	Demonstrate leadership and initiative by sharing successful methods to the sales floor and educating teammates if needed
	Achieve quarterly quotas averaging 120% attainment and $160,000 of net new revenue per quarter
	Probe to clearly understand the pain points and leverage engineers to assist with creating technical security strategies
	Build rapport with existing customers and implement cross selling to expand their Symantec portfolio

Named Account Executive

	Generated over $1.2M in NACV and grew the new customer business by 22% year over year
	Received the Inside GHE MVP for the fiscal year by leading the team in net new business
	Accomplished creating 39 opportunities from 43 greenfield meetings in Q4 resulting in $1.2m of qualified pipeline
	Created a greenfield talk-track and objection list that the Vice President of Sales recognized and rolled out to the sales floor as a standard

Territory Account Executive (SLED)

Apple

	Generated $864,865 in the last fiscal year which resulted in me leading all part-time sales specialists
	Brought in over $50,000 of business revenue last fiscal year and exceeded the business introduction quota by 185%
	Work alongside business partners to fabricate technological solutions for their business and assist with account management

Sales Specialist

Troy Munson

This pisses me off. 

My friend signed an offer: $330K. 

OTE of course. 
 
It's one of those nightmare stories. 

My best friend accepted an enterprise sales role for $330k OTE. 

Several months in, he said “3 reps out of 50 hit quota they’re planning to hire 30 more reps in the next 12 months”

They closed 3 funding rounds in 12 months so they HAD to scale headcount. 

BUT THIS SHIT IS MIND BOGGLING?!?!?! 

How do you plan to make any seller happy with attainment like this?

It’s SO easy to get blinded by high OTEs. 

I fell into this trap before. Never again.

Here are all the companies that will trap you into stuff like this, and companies where you will actually hit quota: https://lnkd.in/de3-Q4FJ

7 days ago i made a tiktok account

today i have 478k views, 2,500+ followers, and 18.4k likes...

i imagine this will make $1-4k/mo in 3 months. 

so what's the tiktok about?

i review chicken wings

on a hunt to find THE BEST chicken wings in wisconsin

and documenting it all. 

here's my plan for it: 
- for lunch + on weekends go to tons of wing places
- make a video review 
- collect emails for people wanting wings recs 
- take the transcript, turn it into a detailed review for a newsletter
- get ad placements for restaurants + wing companies 
- make passive income all from eating food 

i'm building this all on beehiiv.. 

the site, the newsletter, the email strategy, the ad placements.. all with beehiiv.

this makes it to where i don't have to spend much time at all on email acquisition + monetization 

i've already had 4 wing restaurants offer free wings for a review. 

who doesn't like free food? 

it took me 1 minute to think of "i want to eat food for money" then about 2 minutes to create a new email, create the tiktok account, and start posting about it. 



remember, there's a shit ton of opportunity out there. 

you just gotta create it.

CEO @ Dimmo - The Trusted GTM Tech Partner. | Host of Two Dads in Tech on All Podcast Platforms

texted Travis (met him on LinkedIn) 

said let’s run, but I forgot my running shoes.. 

zero excuse there 

but you still gotta get it in so we did a lift instead 

he wasn’t as strong as I thought 

strong heart tho 

go meet good ppl

No alternative text description for this image

i f-cked up when I started posting on LinkedIn.

i thought I was doing it right.. 

i wasn’t..

if you're familiar with LinkedIn creators, you know Justin Welsh.

a linkedin icon who makes it seem possible for anyone to make millions by posting.

back then, he made a post at 8:15am ET every morning.

at 8:14am I sat on his page and when the clock hit 8:15, i would refresh and immediately comment.

i got around 50 likes for every comment and started getting 10-20 followers a day.

OMG MOM im getting famous!!!!

nahhh, wrong.

almost every person that followed me didn't give a shit about me, what i was posting, or anything but a follow back

they didn't care about prospecting.
they didn't care about tech sales.

they cared about their follower count.

i was in a routine of gaining followers, not building a network.

once I realized how dumb I felt by having "inflated" numbers, i immediately stopped. (around 6k followers)

so how did I start gaining momentum?

1. i kept posting things about sales.
2. and posted more and more about sales .
3. tons of engagement. burnt out 4 times in 18 months.
4. i gave without expecting anything in return.
5. the more i wrote, the better my writing got. 
6. i changed how i created content. i stopped posting "how to" and started posting "how i" content. stuff chatgpt can't come up with

i posted 2x a day for almost 365 days straight.

3 years later, i still post almost 2x every day (except weekends). 

that's when things started clicking.

realized it came down to 3 things:
- consistency
- repeating the same message different ways
- quality content

my recommendation: 
- post a lot
- create a compelling hook
- truly believe in what you're posting
- only engage with people you'd want to sit down and have lunch with.
- or a beer with lol

everyone should read this

doesn’t matter your job title 





your time is limited. 

make the most.

cold calling is the best way to book meetings 

if you don't agree

you're prob not cold calling.

my team and myself personally will cold call for you. 

and prove it. 

dm me

i make it incredibly hard to talk to me

to talk to me you need to: 

- fill out a form thats not simple
- share your tech stack
- explain challenges 
- and be transparent about your pain

then from there, you need to dedicate an hour of calendar time after the form. 

its not simple. 

on purpose. 

i do one hour long conversations doing a deep walkthrough of a company's tech stack and challenges. 

and a handful of companies aren't a good fit. 

thats' why i make it hard.

to save you time, and myself. 

my recommendations (at no cost) can either save you 5-6 figures in tech spend or significantly increase revenue efficiency.

if it sounds helpful, book a tech stack audit: https://lnkd.in/d7fu4nSG

was on a call with 4 SaaS CEO's yesterday

here's what's working in outbound for us: 

cold calls (if you're doing it) 

and one off manual emails. 

we all have complex AI workflows set up 

we're all doing what linkedin shoves down your throat

but at the end of the day 

it's manually reaching out. 

one CEO said "my founding AE switched to manual emails this week and has booked double the meetings" 



counterintuitive with all the advice you see on here

food for thought.

Me: “This discount ends at the end of the quarter” 

Also me:

just signed up for a 401k. 

lil nervous, will be my longest run yet.

Sachee Katre 👾 is hands down the best prospector i know..

she's insanely creative, she does genuine research, and she makes it extremely easy to work with her. 

started working with her and LoopLabs Co  about a year ago to edit the entire two dads in tech podcast & create short form clips. 

they've been amazing to work with and very understanding (like when i send them a 1 hour podcast recording that needs to go live in 8 hours, they get it done)

but don't do that ^ 

horrible practice and that falls on daniel and i. 

anyways, will continue to use them for video editing + podcast editing for anything moving forward. 

<3

use linkedin, meet good people, become friends. see you monday Travis

graphical user interface, text, application, chat or text message

I built 4 side hustles. 2 were acquired & 1 got funding which I now run full time. Here's my honest thought about building a side hustle:

They will more than likely hurt your performance at work.

And depending on how successful the side gig is, it will definitely hurt your performance. 

Now, some of this depends on what it is. 

I think side gigs can be really fruitful and "easy" if it's a course or anything that you stand up once and don't really have to touch.

But most things outside of that..

Massive chance it'll screw up your W2 performance. 

Especially if your passion is in the side gig, which for most aspiring entrepreneurs, it is..

For me I built: 
→ Softleap: prospecting training for startups (this was really time consuming) 
→ Vocul: business professional only fans (acquired & required lots of attention) 
→ Refurl: B2B SaaS (was doing well but it was a full SaaS platform so you needed to do onboarding, selling, fix bugs, etc..)
→ Dimmo: Software marketplace which I'm running now full time (because i was focusing so much time on it) 


Every. 
Single. 
Time. 

that I started to get traction/customers for the side gigs, much of my focus would immediately go there and be taken away from my W2.

I know its not only me.

I've talked to many side-gig founders and they're in the same boat. 

They're hoping the side gig gets big enough to where they can leave and go full-time. 

It's just the truth that most aspiring entrepreneurs don't want to admit. 

Agree? 

Disagree? 

Let's hear it.

my biggest red flag is that cash feels like free money.. does that make sense?

Cold emails. 
Cold calling. 
Video prospecting. 
Social selling. 
GTM Workflows. 
Go-to-network.
Gifting. 

Every single one of these methods will help you generate pipeline if you do it right. 

The problem is, finding which tool is best for your business.

Here is software for each of those that can hellp:

Cold emails: https://lnkd.in/d3ExMcQY
Cold calling: https://lnkd.in/dGiYRjCk
Video prospecting: https://lnkd.in/dNyj3r-B
Social selling: https://lnkd.in/dtJ8p6ZC
GTM Workflows: https://lnkd.in/d6yJtY3W
Go-to-network: https://lnkd.in/d62x57dw
Gifting: https://lnkd.in/dRw6_ZJy

Now, comes the next issue: 

You have too many tools. 
Your focus is in too many places. 

I use 3 channels to book 5-7 net new meetings a week:
- LinkedIn
- Cold calling
- Cold email

With most of my focus in cold call and linkedin. 

Also, the links above push you to software, which you probably have too many tools already. 

In one call, I can tell you where your stack is falling short. 

I can tell you where you can increase efficiency. 

And I can tell you what you're overspending one. 

If you want, click this (https://lnkd.in/d7fu4nSG) you can do a lightweight tech stack assessment where I send you recommendations via email. 

Or a full tech stack audit where we do a deep dive for an hour.

sales leaders

hell, even revops leaders

don't know what they don't know

they go through sales cycles

believe they're getting tools that work best for their biz

they spend months implementing it

then dont hear from CS until renewal time

and they're scratching their heads trying to find out the ROI

that's literally why I'm doing what I'm doing at Dimmo

a 3rd party

that knows more about GTM tech than most (built a marketplace of over 300+ GTM tools) 

to tell you what to look out for and what actually works for your business

want advice on your stack?

let me know

YO CHICAGO... anyone want to run a half marathon before the year end just because? end on a strong note? im thinking any time from Dec 17-19.  then maybe grab a nice dinner afterwards?

Peter Caputa

CEO at Databox

I help the leaders of professional services firms leverage data to get the respect, power and money they deserve -- in that order. (Sorry Lil' Kim, you had it backwards.) 

I have been building systems that help professional services firms get to the next level for nearly 20 years now. As the founder and 9-year leader of the HubSpot Solutions partner program, I helped thousands of marketing agencies increase recurring revenue and margins by teaching them how to sell and deliver a measurable and compounding ROI -- helping many go from their dining room table to multi-million dollar exits. 

As CEO of Databox, my team & I have established a system (software, training, support) that actively helps 1200+ professional services firms use data to acquire, retain and expand their client engagements.

I believe in giving value first. 

So, if you're a leader at a professional services firm, you can start by 

1️⃣ Leveraging us to get the RESPECT you deserve by taking 5 minutes to contribute a quote for some of our upcoming research articles (https://databox.com/become-a-contributor) or inquire with my team about our other free co-marketing programs, 
2️⃣ Leveraging us to get the POWER you deserve by taking our free course on how to leverage benchmark data in your marketing, sales and client services processes, or
3️⃣ Leveraging us to get the MONEY you deserve by taking our free course on how to leverage data to predictably improve your (and your clients') performance. 

Both free courses are here --> https://academy.databox.com/

Of course, if you're ready to explore how we can help you the most, start a trial of our analytics software. More than 1200 professional services firms use us to efficiently monitor, manage, report, benchmark and forecast performance for their clients -->  https://databox.com/analytics-software/agencies

I also write and network a lot on Linkedin. While my inbox is usually overflowing, don't be afraid to ask me for help.

At Databox, I am currently 100% focused on helping marketing agencies automate their reporting. But, thousands of companies have figured out how to use our software on their own. They use it to set numeric marketing and sales goals, auto-track progress by pulling performance data from 100s of other software systems and visualizing it on any device.  The mobile app is slick and we even have a free version that allows you to track performance from up to 3 different apps. www.databox.com

Stay tuned...

I am wondering why the growth of my Linkedin followers has slowed down in the last 6 months. In the past few months, I averaged about 30 new followers per weekday, whereas I got around 40 on average in the first few months of the year. (I'll share my follower growth chart in a comment.) 

When I dug into why, I realized that I have had significantly fewer viral posts.  In the chart below, you can see the lack of spikes in impressions the last six months. (Each spike is a post.) In other words, fewer of my posts have gotten loads of impressions. 

I imagine this is impact from an algorithm change. But I generally avoid trying to figure out how to "work the algorithm."  In my experience, the topic of a post is the most important predictor of whether a post will take off. And taking a controversial stand on said topic is the key to it going viral. 

But, I'm reluctant to play that game if a) the topic isn't related to the work I and my team are doing and b) I don't have a perspective that is controversial. In other words, I'm not going to fake it just to get more followers. 

As I've shared before, my focus is just being consistent and spending time having conversations on this platform. Plus, focusing much more on the work that's being done off of Linkedin that impacts our business, and sharing that as we launch it, tweak it, get success with it. For example, I've written a lot about the 5-hour Predictable Scale course we've created, our new OKR and forecast modeling features, sharing customer stories, sharing projects we have internally, sharing content from research surveys we conduct, lessons from guests on our podcast, etc. I see Linkedin more like a diary that helps us stay in sync with our existing community, as much as I do a tool for growing reach.  

And when I look at the graph of comments, it hasn't changed much during that time frame. In other words, comment volume is steady. So, I think what I'm doing is fine. (I'll share this chart in a comment too.) I also have plenty of evidence (from self-reported attribution, plus feedback from customers and partners directly) that my posts get people to check out our software, try out our new features, partner with us, etc. 

But, not gonna lie, it is a bit disappointing to see this graph. And I am very interested in hearing ideas on how to get follower growth back. Should I change something? Maybe I should write more about AI? :-)

The old way of sales & marketing alignment doesn’t work anymore. 

Old way: 
- Marketing commits to generating x leads
- Sales agrees to make z attempts within y time frame 
- Unresponsive leads get rotated back to marketing to nurture

With AI killing search traffic, social sites suppressing brand content & advertising getting so competitive, it’s just too difficult for marketing to generate leads alone.  With prospects doing their own diagnosis & evaluations, sales can't control their results if they wait until a prospect raises their hands & says, "I'm ready to buy." 

New way: 
- Marketing & sales work together to come up with campaign topics relevant to a specific segment of prospects
- Marketing designs surveys, events and other offers that invite prospects to engage & contribute
- Sales does outreach to these prospects to invite them to engage
- Marketing enables sales to create social content that highlights what they’ve learned

Manny Jassal 🌶️  from Extra Sauce Agency shared his approach to aligning sales & marketing in our recent research study:

“[What’s worked well to drive sales pipeline is] aligning sales efforts with content efforts. The content speaks to our ICP, [sales does] LinkedIn outbound/social selling to nurture and drive ICP to the realm of influence, and then we do multi-touchpoints including cold calls.” 

This is very similar to how we combine our content marketing + social publishing + prospecting into one process at Databox. 

We start with creating a survey on a hot topic, building an outreach list of prospects who will be interested in getting access to the survey results (or contributing a quote to our report, like Manny was), put on a webinar to share the results, share our report and webinar via our newsletter, podcast, company and team member's social posts, etc. We've even looped in our partners to co-host a webinar or create videos that align with the campaign theme. 

In effect, our sales team is helping us fill the top of our marketing funnel.  Our marketing team is making it easier for sales to engage. 

This turns what are typically disjointed inbound, outbound & partner co-marketing efforts into one process: 

→ Our marketing content gets more reach from our sales team’s effort 
→ Sales can start conversations more easily by inviting prospects to contribute to our content
 → Partners can create complimentary content that increases our (and their) reach and gives credibility to our campaign (and them)
→ Our campaign message gets seen multiple times across multiple mediums & channels

This approach also requires a different measurement approach. A lot of a prospect's interactions happen in DMs, email, via our partner's and salespeople’s profiles, etc. Normal website attribution is blind to it.  So, traditional sales & marketing SLAs don't work. 

Lucky for you, we also asked sales & marketing leaders how they’re adapting attribution  in this new world...  (Report below.)

If there's one thing I've gotten better at as I've gotten older, it's avoiding inconsequential debates. 

It's not easy for me. I've always been one to argue. As a teenager, I remember arguing with my mom about whether eating fatty meats made people fatter. She seemed to be arguing that an ounce of fat in the food would result in an ounce of fat on the person. (I am not sure if she was actually saying that, but that's what I remember hearing.) I tried to explain that the body uses fat as energy. I vividly remember her getting visibly frustrated with me. 

Today, I think it's so easy to get sucked into inconsequential arguments. 

We see people arguing about inconsequential things all of the time on the internet. Some people seemingly spend their days seeking out arguments with people who have opposing views as them.

I'm not saying the views people have are invalid. But we all only have so much time and it's critical to focus on the most important things. 

This is especially true at work. 

Yesterday, a few members of the Databox management team were questioning whether or not a tweak to the promotional path for our sales team made sense. I had spent a bunch of time reviewing the plan and giving my blessing. So, when I saw the questions, I shut down the argument because the cost of the change will be inconsequential compared to the time we could spend discussing it. 

Since there's no way I can control everything that gets brought to me, there's no way I can avoid having inconsequential arguments completely. But, people who work with me are used to hearing, "This decision is inconsequential" or "X is the highest priority. This is what we should be discussing." 

I don't love shutting down debates as I don't want to discourage any discussion or dissent.

So, when I catch myself starting to say this a lot, it's a clue that there is probably bigger misalignment. 

That's when I know that we need to step away from the day-to-day or even our monthly execution rhythm and revisit our longer-term strategy and plans.  And I've found that the more time we spend on setting a solid strategy, doing annual and quarterly planning and reviewing results, the fewer times I have to say, "This debate is inconsequential." These processes help our team focus on what's important, or at least on what we decided is important. 

If you don't have processes for these, I just spent 9 months writing down a step-by-step one. It includes 35 exercises, where each one builds upon the last. 

If you find yourself having inconsequential debates at work, grab the workbook and run your team through the free course: https://lnkd.in/eScK5VX9

"That was the best presentation I've ever seen at HubSpot."  

A few years in at HubSpot, Brad Coffey paid me this compliment after a presentation I made to the management team. 

The results were good. But that's not what he was complimenting. 

He was complimenting how I used data to tell the story and how the data led everyone to the same conclusion by the end of the deck. 

As I went through the deck, people kept asking me questions that my next slide answered. By the end of the presentation, people were suggesting the same next steps I already had typed up on my final slide. 

The presentation ended with a quick "yes, approved" and I was off to grow the team, invest more in marketing the program and get resources across the business to help scale it. 

Not all of my presentations were that good. But, this one was. 

As an engineer, I have always been very comfortable with data. And as a top performing salesperson, I was pretty good at making a case. 

But it got me thinking about what others were missing. Was it that hard to put together a solid data-backed presentation? 

Years later, I discovered the answer. 

Most people struggle to tell stories with data. 

Their first challenge: they have trouble putting the right metrics together in the right way. 

So, when I saw Cameron Collin's quarterly business review template, I immediately knew it could help a lot of people.

Cameron is a RevOps Strategist at RevPartners, a top HubSpot partner, and his clients had a clear ask for QBRs: "Show me the full customer journey of marketing 𝘢𝘯𝘥 sales in a single view, over time."

HubSpot’s native reporting couldn't visualize it the way they wanted. 

But, he knew he could build it in Databox...

📊 One dashboard. One view. Multiple stories: 

• Sessions, Leads, MQLs 
• Deals, Revenue, Avg Deal Size 
• Funnel conversion rates across stages 

"The power of this visualization is that we’re able to aggregate all of this cross-object reporting into one place,” Cameron said.

Putting all of those metrics on one dashboard makes an amazing scoreboard. 

But, that's not all it does. 

The key is that he can show what changes over time. It allows him to explain what happened. 

That's what helps turn a dashboard into a report. 

🧰 Cameron’s dashboard is now live in Databox as a free template. You can add it to your account or start a free trial and put it to the test.  Grab it here --> 

https://lnkd.in/erfnQSEG

Using our Reports feature, you can also create a slide deck with this dashboard and other live dashboards embedded right into it, so you can tell your full story. Add in slides about what you did and how it worked, so you can suggest doing more or less of it. Or add in explanation about what changed, why it may have changed and what to do about it.  

Need hands-on help? Ping Cameron Collins or the Databox team in-app.

In the last week, I've spoken to two really smart consultants who needed a little help starting more strategic conversations with senior execs. 

They were doubting their ability to help their clients with long-term strategy setting, annual planning and establishing performance management processes. 

Both of them are taking my free, Predictable Scale course, which includes exactly how to do these things: https://lnkd.in/eScK5VX9

They had lots of doubts. They were doubting that their clients would be open to it. They were doubting their ability to sell it. They were doubting it was tangible enough. 

But their doubts are unfounded. 

They just need a way to start the conversation and a bit of a pep talk. 

One of them had already successfully applied the processes detailed in my course for one of her clients. She did an absolutely outstanding job, helping them narrow down their ideal client profile, conducting a SWOT (strengths, weaknesses, opportunities and threats) analysis, coming up with annual objectives, helping them set goals, etc, etc. And she did this in less than a week, all documented in one massive notion doc. Her client was so impressed, they asked her if she could talk to their team and other vendors about it to get everyone on the same page about their new strategy and plan. 

She showed me all of this and then she said, "Now, I'm going to launch a service to build dashboards for my clients." 

I was confused as all heck. 

I said, "Wait. What did you charge for all of this?" Her response, "Nothing." 

She did it all for free just so she could "maybe" sell them a more "tangible" service of setting up dashboards and establishing a reporting process. 

The other consultant I spoke to asked, "Do you think it's smarter to sell my clients on strategy first or should I just sell them on my business intelligence services?"   I explained why selling his clients a process that helps them set their strategy and build an annual plan will help him engage and maintain his relationship with senior executives, putting him in a better position to sell business intelligence services as well as the other services he has to offer. 

He was onboard, but he was unclear how to get the conversation started. He lacked confidence in his ability to have a conversation about the company's strategy. 

On these calls, I gave these super-smart people some encouragement and some coaching. 

But, it made me realize that this is probably an issue for most consultants and professional services firms: they're not confident selling strategy and planning as an engagement. 

So, tomorrow, I'll explain how to start a conversation with a prospect or client to identify and develop the need for these services. 

Every company needs this. Setting a differentiated strategy first is the key to making plans that stick and for getting max yield from execution. 

Follow me and click the bell on my profile if you don't want to miss it.

I cringe when salespeople use the term "trusted advisor." 

Salespeople and sales managers throw it around like they know when they've got it. 

But it's not something most salespeople ever even get closed to. 

Sure, plenty of salespeople are trustworthy. (Most aren't selfish crooks, like many say.) 

And sure, salespeople advise their prospects (and clients) on things in which they're knowledgeable. 

But, when you put these words together, it means something entirely different. 

“Trusted advisor” refers to a relationship in which a client, colleague, or stakeholder consistently turns to you not just for answers, but for judgment, guidance, and strategic thinking. It goes beyond being a service provider or subject-matter expert. You become someone whose perspective they rely on to make important decisions. 

I have a few people in my life that I call when I need some unbiased, seasoned advice who I consider "trusted advisors." 

There are about 50 people who ask me for advice more than once per year.

But if I were still a front-line salesperson, I'd strive to start 50 of these relationships per year. 

But it's not something I try to "accomplish" in my first call or even during my first sales pursuit with someone. 

Have you ever worked with a sales rep who "achieves" this kinda "trusted advisor" status during their first call?

No freaking way. 

That doesn't mean that salespeople shouldn't try to achieve it. 

But, most don't achieve it because to be considered a trusted advisor, salespeople need to embrace a few things that most don't: 

1. They need to ask questions that seek true understanding of a prospect's situation-- questions that most salespeople are afraid to ask. 
   
2. They need to ask questions that may not seem relevant to a sale, but will determine whether someone is likely to be successful with the salesperson's product or service. 
   
3. They have to anticipate potential issues and tell prospects why they may not be successful with their product/service or even with their project overall. 
   
4. They have to turn prospects away if they know they're not going to be successful. 
   
5. They have to stay in touch with clients, to ensure their successful, even if they have nothing new to sell them. 

If a salesperson does all of these things, they're showing that their prospect's best interests is more important to them than their own. If they do this, some of their prospects will start to think of them as trusted advisors. Approaching sales this way can help a sales rep establish a relationship where a client consistently turns to the salesperson for guidance for all kinds of important decisions. 

But I haven't seen many salespeople who have established themselves as a trusted advisor like this on a consistent basis.  Have you?

Why is it that in most SaaS companies, the hardest data to access is usually your own data?

For most SaaS firms, the ultimate source of truth is usually in databases like Oracle MySQL, PostgresSQL or MongoDB or data warehouses like Snowflake, Google BigQuery or Amazon Redshift. 

Getting access to data from SaaS tools like Salesforce, HubSpot, Ahrefs, Meta Ads, Stripe, Quickbooks, etc: not so hard. 

Getting data from your own database: requires a developor and an analyst?!?

Unless you’re technical (or willing to wait for someone else to help you), you’re not really able to pull the data, analyze it or report on it. 

As more and more SaaS companies started choosing Databox as their business intelligence, reporting and performance management tool, we realized we’re in a unique position to help solve this. 

So, last year, we made it a priority to launch integrations with the most common cloud databases and warehouses. With our simple-to-setup integrations, backend data from databases and data warehouses can flow directly into Databox without scripts, middleware, or guesswork.

Once a database (or warehouse) is connected, it’s also easy to merge and filter data, then create and calculate metrics. Once metrics are created, they can be visualized in dashboards, added to reports, used to track performance to goal, used in forecast models or tracked as a key result in our new Objectives and Key results (OKR) feature. 

By launching these integrations, we've made it easier for SaaS teams to access numbers from their databases (or their data warehouse), for things like:  
→ Product usage 
→ Operational trends 
→ Financial performance

Because metrics, dashboards, reports and goals can be setup without any knowledge of SQL, business users can use it without the need for a developer or an analyst, which speeds up time to insight. 

If you’re already using Databox, all of the connections below are available now. 

Just login to Data Manager (https://lnkd.in/eKrV4b5z) and hit “New Data Source.”

Don't see yours on the list? Leave a comment.

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taplio

The Battle

Troy Munson

Peter Caputa

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Troy Munson's LinkedIn Performance

Performance ScorePeter Caputa's LinkedIn Performance

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Performance ScoreTroy Munson's LinkedIn Performance