Sales Process Management

The more I spend time building HUMAIN, the more convinced I become that the age of traditional enterprise sales is coming to an end. Relationship selling alone is no longer enough. In the AI era, value realization and solution selling matter far more than simply pushing products, licenses, or features. Most enterprises today are struggling with one fundamental challenge: they know AI is important, but they do not know how to operationalize it or realize measurable business value from it. Many organizations are still trying to apply AI on top of broken workflows, fragmented data, outdated operating models, and heavy bureaucracy. The future sales organization must look very different. The next generation of enterprise sellers must become: - deeply technical, - operationally aware, - capable of workflow redesign, - capable of discovering hidden inefficiencies, - and able to connect AI to real business outcomes. The conversation can no longer start with technology. It must start with: - What business problem are we solving? - What operational friction exists? - What workflow should disappear? - What can become autonomous? - How do we redesign the enterprise around intelligence and AI agents? In many cases, customers themselves may not even fully understand the root cause of their inefficiencies. This is why the future seller is evolving into something entirely different: part technologist, part operator, part strategist, part transformation architect. At HUMAIN, this transformation has honestly been one of the hardest challenges for me personally. Building AI products is difficult. Building AI infrastructure is difficult. But transforming the mindset of enterprise go-to-market teams may be even harder. I spend a surprising amount of time reading messages that come to me on LinkedIn because I am constantly searching for people who think differently: builders, systems thinkers, operators, problem discoverers, AI-native minds, people obsessed with solving hard problems rather than simply closing deals. The future AI field organization will not look like the traditional sales teams of the past. And I believe the companies that figure this out first will define the next decade of enterprise AI.

Last week, I heard from a super impressive customer who has cracked the code on how to give salespeople something they’ve always wanted: more selling time. Here’s how he transformed their process. This customer runs the full B2B sales motion at an awesome printing business based in the U.S. For years, his team divided their time across six key areas: 1. Task prioritization 2. Meeting prep 3. Customer responses 4. Prospecting 5. Closing deals 6. Sales strategy Like every sales leader I know, he wants his team to spend most of their time on #5 and #6 — closing deals and sales strategy. But together, those only made up about 30% of their week. (Hearing this gave me flashbacks to my time in sales…and all that admin tasks 😱) Now, his team uses AI across the sales process to compress the amount of time spent on #1-4: 1. Task prioritization → AI scores leads and organizes daily tasks 2. Meeting prep → AI surfaces insights from calls and contact records before meetings 3. Customer responses → Breeze Customer Agent instantly answers customer questions 4. Prospecting → Breeze Prospecting Agent automatically researches accounts and books meetings The result? Higher quantity of AI-powered work: More prospecting. More pipeline.  Higher quality of human-led work: More thoughtful conversations. Sharper strategy. This COO's story made my week. It's a reminder of just how big a shift we're going through – and why it’s such an exciting time to be in go-to-market right now.

A market map with 10,000 companies is impossible to prioritize. These are the 300 to know. I was a VP of Product in sales tech. And I was frustrated with the maps I found. So I've been studying the space and speaking with experts. Here's the players you need to know: — ONE - Core: Revenue Operating System This is your CRM, your system of record - where your sales operation begins. I break this into 3 segments: Enterprise Platforms → Built for large organizations with complex workflows and high-volume deals → Salesforce, Oracle, Microsoft Dynamics 365, SAP Growth-Stage Solutions → Designed for growing businesses that need scalable tools but with flexibility to adapt → HubSpot, Pipedrive, Zoho CRM, SugarCRM Modern CRMs → Startups and fast-scaling companies looking to move fast without rigid systems rely on modern CRMs. → Attio, Affinity, Close.io, Copper, Freshsales. — LAYER TWO - Engagement & Intelligence These tools power outbound outreach, automate sequences, and provide real-time data on prospects: → Outreach, Salesloft, VanillaSoft, Groove Engagement tools ensure your team hits the right prospect at the right time. — LAYER THREE - Revenue Acceleration These platforms shorten deal cycles: → Gong, Salesloft, Chorus.ai, Ebsta With real-time feedback and actionable insights... — LAYER FOUR - Data & Enrichment Your outreach is only as good as the data backing it. These platforms ensure you’re reaching out to right prospects. → ZoomInfo, Apollo.io, Clearbit, Lusha, Hunter io, Cognism — SATELLITE CLUSTERS - Modern GTM Stack These tools enhance parts of the GTM journey. AI-Enhanced Tools → Automate and personalize content creation at scale. → Writer, Grammarly, CopyAI, Jasper Product-Led Motion → Identify sales-ready leads through product engagement. → Pocus, Intercom, Breyta Sales Enablement → Equip sales teams with training, resources, and playbooks to perform at their best. → Seismic, Spekit, Allego Conversational GTM → Convert prospects directly through real-time chat. → Drift (now part of Salesloft) — SATELLITE CLUSTERS- Emerging Categories These are adjacent categories sales teams often still use. Product Analytics → Track user behaviors post-sale for better upsell and retention opportunities. → Amplitude, Mixpanel Customer Success → Ensure long-term customer retention and success beyond the initial sale. → Gainsight, Catalyst, Totango Workspace Integration → Enable seamless collaboration across sales and operations. → Notion, Slack, Airtable, monday.com Revenue Orchestration → Connect workflows across different systems to streamline revenue operations. → NektarAI, Tray.io, Workato, Boomi — This took a lot of time. Reshare ♻️ if you loved this post. What tools would you add?

When I was CRO of a $200M SaaS, doing POCs almost destroyed us—months wasted, team exhausted, buyers constantly delaying. Until my VP Sales said, “Kill the POC. We’ll validate value clearly in 3 hours flat”. Here's exactly how we rebuilt our sales process and cut our sales cycle by 50%: BACKGROUND: We were selling 100% enterprise. POCs were the automatic default: Heavy, technical validation lasting 1-3 months. It was painful… - Sales Engineers were overloaded - Buyers kept delaying due to resource issues - Buyers kept wanting more “just one more test” Initially, I thought: It’s Enterprise, that’s the game right? Until our VP Sales, Idan Arealy, joined. Two weeks in, he tells me: “No offense—but these POCs are total overkill.” “Buyers don’t need these endless tests.” “They’re not doubting the tech.” “They’re doubting the value.” “And we don’t need this complexity to prove value.” So he suggested a simpler, smarter alternative: The 'Use Case Workshop'—and it changed everything. Here’s the step-by-step: —— 1. Kickoff (45 min) - AE positions the workshop immediately post-demo: “Here’s what we typically do next to help validate real-world scenarios in just hours—no heavy lift needed. Shall we set it up?" - SE runs deeper disco into problem root causes in a kickoff call - AE sets clear Mutual Action Plan (MAP) 2. Internal Alignment (60 min) - SE & AE clearly define and build initial use-case solutions - Output: Slides outlining impactful solutions & open questions 3. Use Case Co-Design (45 min) - Live session with buyers walking through scenarios - Collaboratively refine solutions LIVE (e.g. Miro, slides): “Walk me through this problem in more detail—we’ll map exactly how solving it looks." 4. Prioritization & Wrap Up (30 min) - Jointly prioritize top 3 impactful use cases clearly: "Which scenarios, solved, would immediately solve [Problem]?" - Lock down committed next steps ↳ Result? - 3 focused hours (instead of months) - Clear, confident buyers ready to champion - 100% faster sales cycles & higher win rates —— POCs are NOT mandatory. Buyers don't want endless tests. Don’t default to what most buyers ask. Design what will solve what they need— With as little friction as possible. That's: Sales Process Design 101. P.S. We built Aligned to help manage the chaos of Complex Sales. 100% FREE Deal Room used by 40K AEs to run POCs, MAPs, etc. Try it https://lnkd.in/d_49kHZE

For my first 16 years in tech sales, I averaged 240K/year. In my last 4 years, I averaged 720K/year. I did this by using an approach I call Yo-yo selling: 🪀 It’s how you win large, complex enterprise deals by building credibility with senior executives at the beginning of a sales cycle. This will save you months of spending time with mid or lower level Directors on a deal cycle, only to have your deal stall because it's not a priority for Executives. Here’s the concept: You start at the top, get senior level sponsorship for a deep discovery, drop down into the business, then bounce back up with a report of findings. This is the process I've used for nearly every 7-figure deal I've ever closed. Step 0: Research before outreach Before asking for time, I do deep strategic research. Earnings calls. Investor decks. Press releases. Executive interviews. I also spend time talking to their team to see if the problem that I solve exists in their company. Using that research, I build a Point of View that connects their top business goals to real execution gaps. This earns executive time. Today, AI tools like ChatGPT make this easier than ever. What used to take hours now takes minutes. If you skip this step, you lose your edge. Step 1: Prospect to the top and gain their sponsorship to engage Lead with your POV. The key is to teach them something new about their business which they aren't already aware of, and show them how it's putting their highest level goals at risk. If they lean in, offer up a deep discovery with your team and their team. Lock in a date to come back for a readout. Have them assign a project manager to help you coordinate Step 2: Drop down Once you have executive sponsorship, meet with their team. The key is to have the Exec sponsor send out a note to their team explaining what it's for. This will keep the assessment moving forward. Study workflows. Capture friction. Collect quotes. Do not pitch. Just listen. Step 3: Bounce back up Bring it all together in an executive summary. Show how their vision connects directly to what’s broken below. Present a focused business case. Build a custom demo. Create a roadmap and implementation plan. That’s where deals close. Real example from my career At Berkshire Hathaway HomeServices, we were told “no” on a point solution. Instead of walking away, I stepped back and asked what the company really needed. After deep research, I re-engaged the COO with a transformation POV centered on the experience of 50,000+ agents. The result was one of the largest new logo deals in Salesforce history. But Yo-yo selling alone isn’t enough. Because it's hard to execute and takes patience. Top performers also master their mindset, habits, and discipline. That’s why I put together a free masterclass for sellers who want to break into the top 1 percent. 👉 Watch the free training here: https://lnkd.in/eWD8mTqH If you’re serious about enterprise sales, this will change how you sell.

Many salespeople get this dead wrong. They start with cold outreach - sequences, DMs, emails, cold calls… But if you haven't nailed the other 3 layers below that, you’re not doing sales... you’re playing the lottery. Here’s the real order of operations if you want predictable pipeline: 🎯 01 Focus Who are we selling to? ✔ ICP definition ✔ Key roles in the buying process ✔ Buying triggers & decision criteria ✔ Industry-specific motion If you're not crystal clear on this, everything above it falls apart. 🧭 02 Positioning Why would they choose us? ✔ Pain points that matter ✔ Clear ROI metrics & value props ✔ Proof you’ve solved this before ✔ Impact of doing nothing This is where most deals are won or lost - before a single call even happens. 📂 03 Pitch What do we say to earn trust? ✔ Talk tracks that resonate ✔ Smart discovery ✔ Objection handling baked in ✔ Stories & customer proof It’s not about your product. It’s about showing you understand their world. 📬 04 Outreach How do we reach them? ✔ Warm intros ✔ Exec alignment ✔ Multithreading ✔ Cold outbound (done right) Don’t start here. Start at the bottom. Build a system that works in any market, not just when leads are hot. If you liked this, you’ll love SalesDaily, where I curate what’s actually working for top reps, managers, and teams. ✔ Battle-tested tactics ✔ Cold email & call frameworks ✔ Daily insights from real sellers Sign up here: https://lnkd.in/gDwCegjS

Modern Trade (MT) vs. General Trade (GT): Two Different Games, Two Winning Strategies 1- Winning in MT: Success in MT is about planogram excellence, offering the right formats and prices as per brand value proposition, securing prime shelf and off shelf space, and in-store activations. Promo bursts (BOGO, % discounts, Giraffes, Premiums, Bundling), seasonal offers and loyalty programs drive shopper engagement. Strong JBPs, ability to negotiate rebates, trade spend and credit terms are critical as MT retailers will push to squeeze out margins, maximize spend and ask for extended credit. Stock management with JIT replenishment & sell-through analytics ensures efficiency, preventing expiries and returns. 2- Winning in GT: GT success is built on maximizing coverage, ensuring availability and visibility—because what is available and visible sells! a- Optimized Reach: Balancing Direct Reach through a distributor (van sales & pre-sell for high-weighted retailers) and Indirect Reach through wholesale (for lower-tier penetration) is key to achieve the targeted weighted coverage with the optimal cost-to-serve. Wholesalers focus on SKUs with high rotation and ensure reach to lower end of the trade if given the right incentives (trade deals, margins, loyalty programs, etc). Direct reach pushes a wider range of SKUs scaling growth through trade incentives, margins, volume based deals and product education drives. b- Strategic Distributor Partnerships: Choosing the right distributor with strong capabilities and one with a portfolio that complements your portfolio is key to success. A good GT distributor requires a portfolio that encompasses a mix of fast-moving Hero SKUs (to drive volume and upselling) and high-margin SKUs (to cover distribution costs). Having exclusive distributors in GT for your business does not guarantee success and can limit penetration especially if your portfolio does not combine a mix of high volume hero SKUs and high margin SKUs. c- Disciplined Execution & Performance Tracking: Setting clear KPIs on volumes, reach, availability, and execution to drive distributor accountability is key. Regular business reviews focused on growth plans is a must. Two channels, two different approaches—but both require precision, execution excellence, and strategic management to win. The right channel strategy must be supported with differentiated format offerings for each channel, supported by the right tools (POSM, Chillers, Trays, etc) and coupled with strong brand building plans driving demand generation and salience on the path to purchase. #Nestlé #ModernGeneralTrade #RouteToMarket #ExecutionMatters #RetailStrategy

"We're moving forward with another vendor." Every rep's nightmare sentence. I pressed for details. "Their approach felt more open. We actually knew what we were buying into." That stung. I'd shared: ••• Exhaustive feature documentation ••• Dozens of success stories   ••• Complete pricing breakdowns Where'd I go wrong? Days later, I got access to our competitor's sales process. The difference hit instantly: They didn't preach transparency. They lived it. Their follow-up wasn't an email avalanche. It was one collaborative hub where buyers could: ••• Monitor which stakeholders engaged with what ••• See their exact position in the evaluation journey ••• Find materials curated for their unique pain points ••• Manage internal distribution seamlessly My revelation: I was buried in PDFs. They were cultivating partnership. Next prospect, new approach: I built a shared workspace exposing EVERYTHING: → Which team members on our side viewed their data → Critical docs they'd missed → Realistic implementation expectations → Where we excel AND where we don't The buyer's response: "Finally, someone not playing games." Ink on paper in 10 days. Here's what's real: Today's buyers aren't starved for data. They're starved for authenticity. Yesterday's strategy: Bombard with polished assets that sidestep weaknesses. Tomorrow's strategy: Build transparent environments that tackle doubts directly. Your buyers know when something's off. Even when nothing is. Quit running sales like a shell game. Start running it like a glass house. You with me?

Hey Salespeople: Here is a mapping of MEDDPICC to sales process exit criteria as outlined in John McMahon's outstanding book The Qualified Sales Leader: 1. Discovery a. Scheduled next meeting b. Email to the prospect that outlines: -> Identified Pain (I) -> The players involved (Ch, Dp, E) -> Desired business outcome (M) -> Next step in the process (Dp) 2. Scoping a. Champion identified (Ch) b. Generate 3 documents: -> Cost justification with the as-is and to-be metrics (M) -> A PoV plan that directly correlates to the PoV criteria and preliminary cost justification (Dc, Dp) -> A preliminary pricing proposal which is a price quote based on the preliminary cost justification (E, M) c. Competition and Competitor’s Champion identified (Co) 3. Economic Buyer Meeting Held meeting to confirm the following for the validation event (i.e. PoV) -> Customer’s priority to buy (I, M) -> Intent to allocate funds to make the purchase (E) -> Business-level decision criteria (Dc) -> Product differentiators (Dc) - including weighting and scoring of each criteria 4. Validation Event (PoV) Complete successful PoV (Dp) 5. Business Case and Final Proposal Presented business case face-to-face with economic buyer with the final results of the validation event (E, M) 6. Negotiate and Close Signed contract (P)

Our sales team closed over $30mm ARR, and there’s one document that we required on every complex deal. The deals we lost all had something in common: Our champion went into a room without us, and they didn’t have the words. They believed in the product and the wanted the deal to happen. But when the CFO asked “why this vendor?” or the CEO asked “why now?” They couldn’t give a great answer. Because they are not prefessionas at selling our product, and they don’t have much practice getting approval to buy software. The best thing I ever did for our close rate was accept the fact that the decision gets made in meetings you’re not invited to. Your champion has to sell for you. They have to explain why this problem matters, why your solution is the right one, why the timing is right, and why the price is fair. If you don’t give them those words, they’ll make something up. Or worse, they’ll say nothing. That’s why we built every complex deal around one document: the Executive Summary. This is a script for your champion. Here’s what it included: 1. Summary of the Partnership: What we’re doing together and why it matters 2. Key Stakeholders: Who’s involved and who needs to approve 3. Current Challenges: The pain the business is facing today 4. Desired Outcomes: What success looks like 5. Why Us: Why we’re the best fit to solve this 6. Expected ROI: The business case in real numbers 7. Commercial Terms: Price, timeline, next steps Don’t wait until last stage of the sales cycle to build this with your champ. Start it after the first discovery call and refine it throughout the deal. By the time our champion walked into that room, they were prepared. And they closed for us. Want the template we used? Drop “champion” in the comments or DM me. I’ll send it over.