Five Major Sales Leaks That Could Be Affecting Your Company

My wife Anne gets after me because I’m not always careful enough with my spare change and bills, and they often fall out of my pocket. This often occurs in her car, and many a shopping excursion has been thus funded. She says I “leak money” (and does her best to restrict my access to the same).

Some of our customers leak sales rather than money, and this was brought home to me when I recently had a conversation with a good customer who had started using our Quosal Order Porter Mobile for the iPad application. He said he was doing three times as many quotes as he previously had been. Naturally, I think that’s great – but I realized, as he did, that he’d been missing out on two thirds of his sales opportunities before – he was leaking sales by writing them down on yellow sticky notes, or business cards, or just trying to commit to memory a customer’s request for a new product, or his own on-site observations of a customer’s needs. Now, he takes out his iPad and delivers the quote on-the-spot.

There are many ways to leak sales, and all of us do, sometimes on a daily basis. It’s a very costly habit. Here are a few ways that I see sales dribbling away for businesses of all types, but particularly our information technology audience. Continue reading »


 

Our team returned yesterday from a very full week at the ConnectWise IT Nation event in Orlando, Florida. This was our third trip to the event, and our best experience yet. Combined with our participation in and sponsorship of the HTG Q4 meetings at the beginning of the week, it was an incredibly, richly powerful experience.

Our levels of engagement with this event are unique in my experience. We are a ConnectWise user, AND a sponsor of the event and community, AND ConnectWise is also our customer and a user of Quosal. We’re not unique in this; the community has many such ties within the ecosystem that ConnectWise represents. It is one of the reasons, I believe, for the intense levels of energy-times-energy that I have not experienced in other communities – ever.

The event leaves one so overflowing with its vibrancy that the energy must have an outlet — therefore I blog, plan, strategize, sell, discuss, compare, analyze. The energy well has been replenished.


Among the standout experiences was the number of our Quosal clients that attended, and the rather amazing number of them that found me in the halls or in our booth, and related some version of, “Thank you for creating this product. You don’t know how much you’ve helped our business.” The sincerity and intensity of our customers was really somewhat moving, and surprisingly frank. This didn’t happen just a couple of times – dozens of our clients had this message for me. It was really a powerful experience.


Keith McFarland, author of “Bounce” and “The Breakthrough Company” was a real energizer. You know you’re listening to a good speaker when you want to launch out of your chair and enact the ideas that are cascading through your head, put fear aside and make bold moves into the future. This, combined with a general feeling of confidence among the ConnectWise partners, makes me feel great about the future.


I’m heading to Australia in Q1 2011 – and now it’s in writing. This is a big item on my bucket list, and a lifelong dream. It was an Australian-themed event, in any case – we dined with the Australian contingent of HTG (as well as their UK brethren) and had many great conversations and interactions with our good friends from Down Under (who universally feel that we are extreme lightweights in the partying department. I’m afraid.).


We had a great experience with Order Porter on the iPad in our booth at the vendor solutions pavilion. We processed more than 80 quotes, delivering them right then and there on the show floor. ConnectWise (who also uses Quosal and Order Porter) was doing the very same thing for add-on sales in its own booth. It was a great sales experience to do this, and we were delivering a great customer experience as well. It’s always a fun moment to see the startled look on a prospective customer’s face, when their cell phone vibrates as they receive their quote and Order Porter link. The revelation that they can do this themselves, for their own customers, is an “a-ha” moment for them.


A customer related to me the workflow he’d built into his sales process between Quosal and ConnectWise: “We’ve got it down to a science. I tell my salespeople, ‘Just mark the opportunity as Won in Quosal, and walk away!’”


I do not fear the Cloud, and I don’t believe information technology providers need to fear it either. On a high level, “The more things change the more they stay the same.” On an even higher level, imagine how many iterations we’ll continually go through over the years. From mainframes and timeshare to the disconnected PC to the Cloud and back again. I can hardly wait until my grandkids tell me about this awesome new technology called Local Area Networks. Arnie Bellini had a good message for the IT Nation on this very topic.


You know you’re getting old when you’re standing in the lounge thinking, “Who let all these kids in here?”


There were some terrific speakers and presentations at both the ITN and HTG events. The former, I witnessed; the latter, I heard about, as I’m not actually an HTG member. I definitely get presenter envy, as my own skill set in this area stopped progressing in the last century. I’m amazed at how much information can be presented in an hour with the preparation and technology brought to bear by talented people.


It goes on and on, the buttery goodness of such a well-executed event with the energy of true community. It’s great to witness and to be a part of it. I think a lot of people feel the same way. Congratulations to all involved, to the hosts and attendees alike. Can’t wait until next year.

Kent McNall

Kent McNall
President and CEO
Quosal LLC


 

From the moment I held an Apple iPad and told the missus it was the sexiest thing I’d ever held (she nodded with a solemn understanding), I felt it was a game-changer. Two weeks later, I demonstrated the iPad with our Order Porter software on ConnectWise TV with Arnie Bellini.

So 10 weeks later, it’s time for an iPad checkup. Has the game changed?  I examine this question only in the limited context of our own company, not the wide world at large.

First, I’ve followed through on getting all of our employees an iPad here at Quosal (with the exception of the interns, who shoot me the evil eye each time they hear me say this). We’ll be doing enough with the iPad that everyone here needs to wrap themselves in the gestalt of the device and platform. So does everyone use it yet?  No – but most everyone does. Our power user is Sam, who bring his iPad to every meeting and executes his action items on it as they are decided, running ConnectWise and other apps via RDP.

My own usage is more along the lines of a good blog by Chris Day (http://www.fullymanaged.com/blog/apple-ipad-thoughts-and-5-fantastic.html) – email, browser, RDP.

Another use we’ve all found for the iPad is GoToMeeting, a tool we use constantly. GTM has a great client for the iPad.

Of course, we all use the iPad with our own software. On April 20, I showed the first-cut examples, and our first customers are going into production/use with the iPad just this week. We’re really excited about the platform and are doing a lot around it.

So, is it indeed a game changer, so far, after 3 months? For us, internally, I’m going to be honest and say, “Not yet, but soon.” I’m very confident it has been a game-changer already for other companies with other uses — it definitely makes me wish I was in the medical systems field — and we can certainly vouch for the game-changing that we at Quosal will be doing for many MSPs and their sales professionals with the iPad!


 

Stepping back to as much perspective as one’s lifespan allows, and seeing how the future is shaped by technology visionaries, is an interesting study, especially those that you’ve had a chance to observe with your own eyes.

One such case in point for me is Apple’s Knowledge Navigator. I happened to be at Unix World in 1987 when Apple’s John Scully debuted the Knowledge Navigator video (why they would choose Unix World to do so is and was a mystery). You can find the Knowledge Navigator video here.

When I saw the iPad (I’m admittedly a big fan), in my mind’s eye I saw the Knowledge Navigator and thought, “Wow, they really hit that vision.” I had to go back to watch the video again to realize we’re not quite there yet — but what a lot of people chuckled at in 1987 does not seem far off now.

The iPad also reminds me of another technology visionary, Gene Roddenberry, the creator of Star Trek. We’ve been chasing around a few of his visions as well. Remember the yeoman handing Kirk a pad with a blinking light for his signature? Our modern cell phones are very reminiscent of “communicators,” and the first time I saw a 3.5″ floppy (a technology that’s come AND gone) was on Star Trek.

Jules Verne set out technology visions that took many decades to realize. We’re seeing goals set out by our modern visionaries that are achieved in a fraction of that time — in some cases, before our eyes.

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