In this brief video, Phil McCrory of McCrory & Company, an SPI Gold Certified Partner, emphasizes the importance of aligning sales teams and defining the roles of each team player.

Phil explains, “A pre-sales support person has flown halfway across the country to support a salesperson. During the client meeting, the subject matter expert, or SME, starts thinking to herself, ‘What the heck am I even doing here? I haven’t been told anything about the prospect and I don’t even know what my role is.'” He notes, “One bad outcome is that the SME may default to their ‘show up and throw up’ routine and overthrow the power of the sales rep.”

Phil suggest, “Before requesting internal support, it is important to arm salespeople with the ammunition to get an SME to say yes to their request to support, as well as what role they should play. It is equally important to give the support team the ammunition to say no if the opportunity is either unqualified or the role they are supposed to play is unknown.”

To learn more about how to align your team and their roles, let’s talk.

Carrie Brown
Carrie Brown, Marketing & Demand Generation Consultant

Carrie Brown works with SPI as a marketing and demand generation consultant. With experience in copywriting, graphic design, and web development, Carrie uses her skill set to create and implement effective marketing strategies and campaigns for clients.

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