Friday, September 12, 2025
HomeSalesUnifying Rep Expertise to Improve the Purchaser Expertise

Unifying Rep Expertise to Improve the Purchaser Expertise


A survey carried out by McKinsey discovered that companies prioritizing personalization within the gross sales course of noticed as much as a 75% improve in market share. So how will you create constant progress by personalizing each the rep and the shopper expertise? 

Shawnna Sumaoang: Hello, and welcome to the Win Podcast. I’m your host, Shawnna Sumaoang. Be part of us as we dive into altering traits within the office and how one can navigate them efficiently.

Right here to debate this matter is Mark Callahan, the Senior Director of Product Advertising and marketing at Strata. Thanks for becoming a member of us, Mark. I’d love so that you can inform us about your self, your background, and your position. 

Mark Callahan: My pleasure, thanks for having me on. And, as I take into consideration how I got here to be the place I’m in the present day, I take into consideration myself as a consummate storyteller by background. I’ve all the time been in technical advertising and marketing, however I noticed that my knack was actually round making advanced tales appear extra easy.

In doing so, I’ve been in each the identification house, spent nearly a decade at Twitter on the developer platform, and now again within the identification house, as soon as once more, hopefully making the web somewhat bit safer for individuals to make use of it. 

SS: I like that. And Mark, the identification house is somewhat little bit of an rising market and you’re specializing in creating its personal class, which suggests your technique might be continually evolving. What are a number of the distinctive challenges that your organization faces on this surroundings? 

MC: Nice query. Strata Id is pioneering a brand new kind of strategy to identification itself, and it’s referred to as Id Orchestration. And as you have a look at identification as an entire, to not right you instantly, however identification in terms of utility entry, usernames, and passwords have been round for fairly a while.

What’s altering is how the totally different companies are related on the backend to make all of them work collectively seamlessly. And, as we have a look at identification orchestration, it’s actually somewhat little bit of like identification glue. It’s making all these disparate companies work collectively at runtime. In creating this new class, one of many hardest issues to do is you might have clients or prospects who’re attempting to sample match.

So a number of occasions we come out and we begin telling our story they usually say, “Oh, you imply like this?” “Or, you imply like that?” And it’s not that we get into aggressive knife fights. What we actually get into is, “Oh, that seems like this factor.” And so actually, the vital issues for us as we’re making the market is proudly owning the message and the share of voice and actually doing a foundational definition of what the challenges are and what it’s that we’re fixing for.

One of many hardest components about what we’re doing is our largest competitor is actually the established order. It’s both doing nothing or do it as they do in the present day. And so it’s serving to individuals to see that there’s one other path ahead. Even when it’s one which on first brush appears nearly somewhat magical and too good to be true.

SS: You guys are positively on the leading edge. And the way does Highspot aid you overcome a few of these challenges together with your patrons? 

MC: I used to be a Highspot person for a few years at Twitter, and it was a wonderful product for us. In these worlds, it was very a lot round aggressive knife fights and promoting promoting gross sales.

I occurred to be on the developer and information workforce. Nonetheless, in realizing how simple and accessible it made content material, what’s vital for us at Strata is that our gross sales reps want to assist set that definition that I’ve talked about: that foundational definition and proudly owning what identification orchestration is, guaranteeing that they’ve constant messaging at their fingertips.

And there’s nearly a means that in case you’re simply utilizing Google Drive or another homegrown content material administration system, you all the time run towards this drawback of individuals conserving their very own model of issues, one thing that labored nicely for them; it’s the desktop storage. What we checked out with Highspot is guaranteeing that they all the time have the most recent messaging at their fingertips and that they’re capable of finding it in a really fast vogue.

And so it’s like we get speedy improvement and suggestions of our content material, simply as you’d do with code. As you consider speedy improvement methodologies, we do the identical factor with our advertising and marketing messaging. As a result of it’s altering so much, and so one of many coolest issues I feel we present in Highspot that makes it very easy for us is the visibility into what’s working.

So the analytics on how lengthy are prospects spending with a specific piece of content material, on what web page, and in what part? What aren’t they utilizing? In order that we cease focusing there, and simply proceed to iterate and refine our supplies. In a number of organizations you create an answer sheet, let’s say, and it turns into a static piece of content material for six months till you might have time to cycle by way of it once more.

We typically replace these on a month-to-month foundation and with Highspot, we be certain that the most recent and handiest and impactful messaging is within the fingers of the SDRs at any time. And so they’re not simply falling again to sticky notes on the display screen or, no matter they’ve at hand. 

SS: Completely. We’ve been speaking somewhat bit about rep utilization, however you really introduced Highspot on as an answer for actually your total go-to-market group, supporting groups from advertising and marketing to operations and gross sales.

How do these distinctive groups make the most of Highspot and what’s the worth of getting them multi function resolution? 

MC: As we checked out this, one factor that we didn’t have a very good resolution for aside from a homegrown possibility ourselves was an intranet and availability of all of the totally different inside paperwork and assets that a corporation wants entry to.

Certain, we had Google Drive and we have been in a position to share issues that means however as we run on Highspot initially, we checked out it as nearly an intranet of types. So it wasn’t simply the influence that we’d have on our exterior viewers. It was additionally for inside sharing of paperwork and information and inside enablement throughout these groups.

And we got here in with an extremely area of interest use case, which is that in utilizing Google Drive to retailer. presentation information. When you put Keynote or PowerPoint native information up into Google Drive, Google being Google, even in case you aren’t intending to take a look at them in Google Slides, it’ll really open every of these information to do a fast search and index the content material, in order that if any individual else got here as much as seize that file again down, It really would typically break our formatting and break a number of the issues.

So it really isn’t a very good file storage resolution in case you intend to make use of a non-native format. And so what we’ve carried out is, throughout the workforce, we’re utilizing it in numerous methods. In fact, the gross sales workforce is utilizing it for the go-to-market exterior messaging, however inside with companies and others. We’re utilizing it for, as a product marketer, how can we speak about our new merchandise which are coming to market and the brand new performance? And so we use it as a instructing platform and inside enablement as nicely. 

SS: And on the instructing entrance, I consider you all not too long ago determined to develop your use of Highspot to incorporate coaching and training. How has this helped you streamline workflows to your groups and produce them right into a consolidated resolution?

MC: Alright, liable to sounding like a industrial instantly for Highspot, I really do have one thing that was very respectable, and that’s the incontrovertible fact that our gross sales and go-to-market workforce spend their total day in Highspot. We realized that if we have been going to convey new coaching supplies to them we actually wanted to fulfill them the place they have been.

It wasn’t sign off of Highspot, go do that different LMS platform, and lose observe of issues. After which within the course of, they’re already juggling Salesforce and different CRM-type instruments for this. We actually wished to fulfill our gross sales workforce the place they have been. And so we wished to have this side of just about like encounter studying.

The place it felt like, Oh, I used to be looking for this, however I really discovered one thing else. Just a little little bit of that shiny object squirrel. Hey, I might really be taught one thing within the technique of doing this. And so it’s actually nice having it in a single platform that they’re already snug with in terms of looking out and discovering the content material they’re in search of.

It’s additionally the place we’re delivering the coaching supplies. And as, as I consider coaching, a number of our coaching is predicated on that exterior. Supplies and belongings as it’s, so it stitches it again collectively into an embedded expertise as a substitute of a brand new window, a brand new tab likelihood to lose any individual as they’re doing that. So it actually retains this very cohesive view of issues for them. 

SS: Completely. The extra you’ll be able to assist reps by conserving them multi function system, it makes. Their lives simply that a lot simpler. Now you guys, for that motive, most likely, however I’m positive others as nicely. I do know that you simply guys have actually robust buy-in and your reps have actually turn into energy customers of Highspot, which is mirrored, I feel you guys have 83% recurring utilization.

What are your finest practices for driving total adoption among the many groups that Highspot helps? 

MC: Shawnna, as we give it some thought, I feel that celebrating the inner success that different customers are having with it turns into a number of, “Wow, I wish to have that success as nicely.” And so we’ve got a devoted inside Slack channel that’s merely for Highspot wins.

Because the group is saying, “Hey, I exploit this in a pitch and I had such a success.” We do a number of celebrating the suggestions that we get from prospects and clients round it. Celebrating that success early on was big as a result of I feel the opposite factor that comes out of that’s salespeople.

I’m by no means one to name a salesman, a lazy individual, and I can’t try this. I promise salespeople are my finest associates. However, a number of occasions they wish to be environment friendly. And being environment friendly, they wish to draft off of what’s already working. And so in doing this Slack channel, we’re in a position to create pitches the place persons are saying, “Wow if that works so nicely, can I exploit that and replicate it in my very own world?”

And so there’s a number of journey sharing of pitch codecs and supply types as nicely. And so I feel it’s actually simply celebrating these wins and each on occasion, I’ll really give out like a spot spiff if any individual has a very unimaginable inside win. No person’s gonna flip up their nostril at a fast present card, nevertheless it’s celebrating these successes early on.
In order that they comprehend it’s not simply one other platform or simply one other app that they’ve to make use of, that this materially makes their jobs simpler. 

SS: I like that. And to drill in, since you talked about a number of the nice examples, together with Pitching. One functionality you all have seen very robust success with is the Digital Rooms that we’ve got, which once more, you guys have 67% Pitch adoption, which is implausible.

What are a number of the key ways in which you leverage Digital Rooms? 

MC: I feel that the digital gross sales rooms are most likely one of the highly effective issues that we do use. And the rationale for that’s that Strata is a comparatively small group. We’re, within the 60, 70 individual headcount, however our clients to a T depend themselves within the Fortune 500.

And so we’re all the time promoting upmarket to very giant enterprises. And it’s a multi-step sale. And so this isn’t one thing the place an SDR or considered one of our options engineers will get off a name and yep, take my cash and let’s go. That is an ongoing course of, and the digital salesroom, as a substitute of getting this threaded, embedded attachment world the place issues get misplaced throughout whoever’s presenting the data, it creates this very cohesive place the place we proceed to construct out what the narrative is for the prospect or buyer forward of time, and that may be shared internally for them. And I’ve had a few clients even ask, “Wow, that is actually cool. Did you guys create that yourselves?” And naturally, it’s branded Highspot and I by no means wish to take an excessive amount of credit score, you wish to be like, it does make you look that a lot larger than you’re.

And it creates a very customized expertise. It makes it really feel customized to the prospect. That’s had a number of influence on it, and I can inform you, we had a a Fortune 20 CPG group. Their CISO informed us, this makes you simpler to do enterprise with. And once you hear that sort of suggestions, that claims one thing, and that’s throughout the digital gross sales rooms themselves.

Can’t reside with out them and we love them. And one different factor that we do with these is it’s not only a pre-sales movement. As a result of we get the muscle reminiscence of the purchasers so accustomed to the Digital Salesroom, As soon as we go into the post-sale world and there’s onboarding and our companies workforce takes over, we really proceed to make use of the digital gross sales room as a content material central, so to talk, hub for them to search out all of the supplies they want.

In order you’re transitioning between groups that you simply offered to and the implementation groups, the Digital Salesroom turns into a very moveable option to share the artifacts and maintain them in a cohesive vaulted option to share throughout groups. 

SS: I like listening to that. Now, you talked about the way you leverage Digital Rooms in a number of your enterprise gross sales motions.

I’d love to know as a result of I feel as, enablement and product advertising and marketing professionals, we’re all the time attempting to guarantee that we are able to correlate the work that we’re doing again to tangible outcomes. How have Digital Rooms influenced some key enterprise outcomes for you all? 

MC: One of many issues that it does is, as we’re promoting to those enterprise patrons and these enterprise clients, they’ve expectations of what their distributors ought to doubtlessly appear to be and really feel like they’re not seeking to work with a two-person startup.

They need any individual who’s established and has the skilled polish that proves that they’re a peer group. And so I feel it actually up ranges are the best way that we glance externally to a T. And it simply makes us look actually somewhat bit larger than we really are, which is great. I talked about the truth that it actually personalizes the expertise for the prospect who’s receiving the digital gross sales room.

The content material in it could be reused throughout a dozen different prospects, nevertheless it really builds right into a story that’s distinctive for that one prospect. Based mostly on the content material that you simply select to make use of inside the digital gross sales room. And so as a substitute of getting to customise a proposal or a presentation each single time, we’re ready to take action with the alternatives of content material that we share with them.

And it feels very customized for the for the client. 

SS: I like that. I’ve two last questions for you. In your final enterprise overview with Highspot, you’d really talked about that your targets embody increasing new logos for account managers and actually lowering your gross sales cycle. How are you leveraging Highspot to assist obtain these targets? And do you might have any wins you’ll be able to share with us?

MC: In fact, everybody’s dream is that you simply’ve shortened that gross sales cycle. And as we have a look at the enterprise shopping for cycle it’s all the time a multi-month situation. As you consider all of the totally different groups who have to log off on the supplies.

As you consider an enterprise sale, particularly as you’re looking at identification and safety software program, you then even have safety groups which are concerned. And there’s all these totally different teams. And actually. The pace with which individuals can get entry to content material actually is materially dashing up the method.

It’s not oh, we’re ready every week for this specific file that you simply stated you’d ship, and it’s three emails later that simply maintain constructing upon it. The people and the gross sales, I’m sorry, the shopping for groups that we’re talking with All the time know that they will go have a look at the portal and discover all the things that they’re in search of there and discover the newest variations of all these issues.

As a vendor, you all the time fear about model management. Oh, hey, we made some updates. Right here’s the brand new model dot two. On the opposite aspect, you don’t wish to be placing your title behind a really costly buy on out-of-date data. So it’s additionally ensuring that you simply all the time have the newest issues there.

I can inform you that in that CPG deal that we really went from, we nearly halved our conventional shopping for time. Now causation correlation, I can’t instantly attribute all of that to Highspot, however however, it was about half the size of the time that it often takes for considered one of our offers to return to an in depth.

SS: I like that. And that could be a implausible win. Now, you talked about considered one of your favourite components about your partnership with Highspot is that the platform is actually evolving alongside your corporation. My final query to you, Mark, seeking to the longer term, how do you propose to evolve your use of Highspot to assist your key enterprise initiatives this yr?

MC: I might be remiss if I didn’t convey up the truth that of all of the totally different software program distributors that I’ve labored with, in all my totally different roles and all of the totally different jobs in my profession, not making this up: the onboarding expertise at Highspot has fingers down been the perfect single expertise that I’ve ever had.

In actual fact, it’s one to be emulated and one which we really wish to mannequin ourselves after as nicely. The onboarding workforce simply fingers down ensured our success all through. And in doing that, it made us really feel very assured in utilizing the platform and nearly arising with use instances that we have been like inventing issues on our personal.

“Hey, might we use it for this as nicely?” And there was that considered, “Sure, you possibly can.” And it was proof optimistic that we had carried out our job within the onboarding expertise. And so an instance of that is as you begin wanting towards extra channel gross sales mediums, whether or not it’s a technical companion that you simply’re working with for co-engineering, or it’s a channel gross sales movement, we’re going to be leveraging Highspot for companion portals and companion enablement supplies and the like.

And I feel additionally as a product advertising and marketing supervisor, I’m all the time methods to up-level our inside data of our choices. So it’s turn into my new de facto coaching platform and instructing platform. In order a storyteller, you need that soapbox to face on. And I really discovered it in Highspot.

SS: Unbelievable. And I’ll need to cross alongside these kudos to our onboarding workforce, they’ll love listening to that. Mark, thanks a lot for becoming a member of us in the present day. I actually recognize the time. 

MC: It was my pleasure. I actually loved it, thanks. 

SS: To our viewers, thanks for listening to this episode of the Win Win podcast. Remember to tune in subsequent time for extra insights on how one can maximize enablement success with Highspot.

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