‘TALK TO ME!’ ‘Thinking Out Loud’ to Make Sense of Things

Interesting how, in our high tech and highly digitized and automated world, some wonderful intellectual work gets done with simple human abilities – like talking and listening.

We often hear the suggestion, when someone has a difficult task or is troubled with something -

“Talk to me; what it is you are thinking; just talk it out so I can help you.”

Talking as a way of thinking is a common and proven way to work out a problem or a task in the mind.  Many great writers and scientists go on long walks each afternoon, so they can talk to themselves, hear themselves express and connect ideas, and form sentence and paragraph expression patterns.  We often seek a friend or a colleague, a family member or a mentor to talk to when we need to think out loud and, thereby, hear what it is that is trying to form in our minds.  One psychologist said that, if you just stand someone near a post and tell him/her to talk to it and explain to it the issues, that act of talking helps tremendously in working the things in the mind out and into understandable form.  Sometimes the people we talk to aren’t much more responsive or helpful than the post, but it doesn’t seem to matter – they are there and looking at us and listening.

Explicit knowledge.  Some of our knowledge and the experiences we have deal with “explicit” information, structured information, the kind that is easily spoken or written, that makes good sense, and comes out of our minds easily and fluently.  This is the kind of information that is very comfortable for us to talk about and explain.  It makes good sense to us.  This information is easy to write/keyboard and comes out easily and naturally.  Often this knowledge is highly quantifiable or numerical.

Implicit knowledge.  On the other hand, much more of our knowledge and experiences deal with “implicit” information, unstructured knowledge, the kind that is forming in our minds, the kind that is “out there” needing “thinking about” and discussion.  These are feelings, impressions, instinctual reactions, and perceptions that are not easily articulated and made good sense of.  These are the “felt” ideas that we struggle to express, the ones we intuit, the ones that we try to say one way, stop, try another way, stop, and then go at it another way.  Implicit knowledge is “messy” and “uncomfortable.”  Sometimes expressing “implicit” information is very frustrating for both the speaker and the listener – it takes time and patience.  Finally, and especially if a friend will help by restating or rephrasing the ideas in different ways, we begin to get the “implicit” information to convert, to transition into “explicit” information where it is understandable and easily expressible.  This is a wonderful process and is a significant “engine” in any organization’s intellectual stimulation and development.  Often this knowledge his highly qualitative or subjective.

Talk/Walk, Talk/Draw.  Some people like to walk when they talk, as they think things through.  They Talk-Walk.  We hear often of poets and writers, of philosophers and administrators who walk by alone and talk to themselves, around and around the block, up and down the stairs, up and down the long hall way.  Sometimes they do this with a friend or while walking or jogging.

Also, some people like to draw when they are trying to think.  They Talk-Draw.  They stand at a black/white board and as they talk they draw diagrams, pictures, charts, doodles, mockups, and other sorts of free flow art as they talk to themselves.  They can’t think without sketching and doodling on a napkin.  Often walking or drawing as a complement to talking is very powerful in getting “implicit” information to form such that it can be “explicitly” stated to others.

A simple voice-based communication and feedback system can be a significant assist tool for these kinds of intellectual activities.  This is true especially in a powerful sales planning and reporting system, where a person can talk out the planning information as best as he/she can at the moment, get the information transcribed quickly and back, and then when reading it, start talking again and recording it.  This activity is especially powerful for helping teams to think.  This process of talking/recording/sharing, reading, talking/recording/sharing again, reading, and then doing it again is one of the most powerful ways to cause minds to come to see what is trying to be expressed and to form the “implicit” into a “explicit” communication.  Often we cannot see the “point” we are seeking until after several rounds of talking/recording/sharing, reading, talking/recording/sharing reading.  The mental understandings and structures grow and develop as the information moves around and around in several double loops.  It is a great way to prepare an important presentation or proposal or submission or to think through a difficulty with an important customer or challenge from a competitor.

Quite outside of today’s high tech, digital, automated world is a set of powerful intellectual comprehension and understanding tools that are invaluable, that never go out of date, that always produce sophisticated intellectual understanding.  The human brain finds powerful expression through the simple speaking voice and the hearing ear.

When CRM systems match (1) top-level management information planning with (2) sales-team level information gathering and reporting through a voice-based system, marrying and integrating the management need with the sales team gathering capability, then the CRM databases become the instruments for understanding, analysis, decision making, and action CRM systems are designed to deliver.

Three Essential CRM Knowledge Categories

“In chess, as in everything else, we tend to give the most attention to whatever is in the middle of our line of sight.  But the chess grandmaster understands very well that the crucial piece might not be in the center of his line of sight.  He considers every piece on every square of the chess board, to make sure that not a single one escapes his notice”  (Slywotzsky, 1999).

So, of all of the information presented to us in a customer relationship environment (CRM), what does the seasoned (grandmaster) organization look for – in all directions?

After we consider all of the knowledge, the facts, details, observations, names, and everything else, that is flooding into CRM databases and demanding attention, we argue that there are only three basic categories of information essential to “customer relationship management.”  All of the rest of it is interesting for enterprise management, but only three knowledge categories are important enough for senior management to track strategically and carefully.

The three knowledge categories are Product, Pricing, and Competition. 

All other knowledge categories related to customer relationship management can be subsumed into one of these three categories of knowledge.  Let’s consider:

Product

Anything to do with planning, design, testing, fabrication, production, packaging, distribution, shipping, performance onsite, evaluation, repair/parts, customer reaction, or anything else connected with the lifecycle of the product are the subjects that all subsume under this Product heading.  Thus, the CRM system should be set-up to flag or channel or direct any of these Product categories into one database section.  Management should consider this category of knowledge as one focus area, with all of the pieces interacting, to understand the momentum and opportunity of the products in the marketplace.

Of most importance is that the sales reps out on the road look specifically, but everywhere, for product-oriented issues with the customer, in the customer environment.  What do they buy, why are they buying it, for how long, how it is working, what about service, who are our champions?  These sorts of information should be watched for with a keen eye, articulated quickly and completely back into the CRM database system, and analyzed carefully by senior management.

The strategic intelligence embedded in this knowledge base is invaluable for correct understanding, proper analysis and decision making, and forceful confident action.

Pricing

Interesting how much of the information flowing into the CRM system has to do with pricing and how many senior managers are connected to pricing knowledge.  Why do we price the products as we do?  What are all of the discounting and promotional pricing principles and objectives?  How is the customer reacting to price?  How are price increases tolerated?  What can we do internally or externally to affect price up or down?  Why are our selling/revenue goals set as they are?  What return on investment do we expect from our decisions/implementations?  Why do we maintain cost levels as we do?

Many of the most important decisions in an organization have to do with the monetary value of the work of the company.  So much of what is important to the success of the company has to do with pricing issues.

Again, repeating a paragraph from above, the strategic intelligence embedded in this Pricing knowledge base is invaluable for correct understanding, proper analysis and decision making, and forceful confident action.

Competition

An incredible array of organizational issues can be subsumed under this knowledge category.  The action in the marketplace, the industry space, the actions of competitors and of partners, the decisions of customers, the specifications and competitive purchasing/buying rules and regulations, the competitor products and their features and benefits.

Who is beating us?  Why/How?  In what markets, with what customers?  What are the competitive differentiators of their products or services?  What are our customers saying about the competitive situation?  What obstacles are we having to overcome to sell against our best competitors?  How big is the market and what share do we own?

Surrounding this knowledge category are many subcategories of pertinent information concerning competition that is critical for management understanding, decision making, and action.

So, what does a wise and experienced senior management staff look for with their CRM system?  The entire field of strategic intelligence (looking at the entire chess board), with specific patterning of that information into three decisive and penetrating focus areas:  Product, Pricing, and Competition.

A CRM sales force reporting system that could bring all information on these three knowledge categories together into analytics that make general sense of the information and present that sense to management on a simple and quick to read dashboard, minute-by-minute up to date with current, accurate, and complete knowledge is of incalculable value. 

CRM and the ‘Cost of Not Knowing’ (“CONK”)

The promise of CRM is knowing what is going on with the customer, competition, and industry marketplace for proper understanding, decision making, and action.

We buy CRM software and pay the heavy expense of implementing it because we believe that the management of knowledge is critical to organization success.  We believe that the organization is more capable of competing when our decisions and actions are based on good knowledge from the customer environment.

Because the knowledge we seek with CRM is that most directly related with customer needs and satisfaction, the group of people of most importance is the one most directly connected to this knowledge, and that is the sale team.  The sales reps are the point of contact with customer decision makers, and, if the CRM system is to work, the information related to those contacts must be fed into the CRM system continuously for management understanding, decision making, and proper action.

We buy CRM because we need to know what is going on out there!  We spend the money to train and equip the ‘point of contact’ sales team to find and deliver that knowledge back into the organization.  Thus, that knowledge is expensive to gather and make available, certainly, with the cost of the CRM software, the training, the organizational changes, the monitoring, and the motivation.  Certainly, proper CRM implementation is a significant cost in the treasure of the organization.

However, what is the ‘CONK’ or the cost of not knowing?  What if we are NOT getting the information we planned and worked for?  What if the sales reps won’t use it or won’t use it to deliver explanatory information?

What is the cost of not knowing that your competitor reps are into your major account and doing audits and offering information for their products or services as opposed to yours?  How long will that ignorance go on before you find yourself shown to the door?

What is the cost of not knowing that your pricing is too high in the competitive marketplace, and that it is causing your customers to “shop around” for alternative sources?  How long before your ignorance allows a significant loss?

What is the cost of not knowing that your product has features that the customers find limiting or constraining, such that bad feelings are developing towards your company that are going to be easy for the competition to capitalize on and move you out of the business?  How long before you are way behind the curve and cannot catch up?

What is the cost of not knowing that there is a pattern of activity developing in your industry that changes the way businesses manage their projects, such that the bidding and contracting processes are changing to privilege or benefit competitor companies? How long before your company finds itself “outside” of the flow of the competitive market?

What is the cost of not knowing that one of the senior people in your major customer organization finds your product or service defective and poorly designed and is angrily going about in the company and among his golfing and tennis associates bad mouthing your company and your products?  How long can you survive this going on?

What is the cost of not knowing….?  What is the cost when the expensive CRM system isn’t producing the critical information from the field that you need?

Interestingly enough, CRM with voice-based data entry, that makes it easy and intuitive for sales reps to report their sales meeting information quickly and easily, is the least expensive element in the CRM cost.   This is because it involves only the mouth and the phone.  CRM based on voice-based data entry has the potential to gather ALL of the critical explanatory information from the customer environment and feed it immediately into the CRM databases.  What is the cost of current, complete, and accurate information flowing into the CRM system from the customer environment?  What are you already paying for your sales team?  They already know how to make your CRM investment pay off with the information you need.  They speak on the phone constantly. 

The cost of the most important piece of your CRM investment, sales rep usage through a voice-based data entry tool, surprisingly, is the lowest of all, yet it provides the most valuable ingredient for CRM success for the organization.

‘Form Communicates’: CRM Sales Letters and Emails to Customers

Experts say we have “Seven Seconds to Make a First Impression.”

“You meet a business acquaintance for the first time – it could be your new boss, a recent addition to your team, or a potential client you want to sign up.  The moment that stranger sees you, his or her brain makes a thousand computations: Are you someone to approach or to avoid? Are you friend or foe? Do you have status and authority? Are you trustworthy, competent, likeable, confident?  And these computations are made at lightning speed. Researchers from NYU found that we make eleven major decisions about one another in the first seven seconds of meeting.”  (Carol Kinsey Goman is an international speaker, executive coach, and author of “The Nonverbal Advantage: Body Language at Work,” & “The Silent Language of Leaders: How Body Language Can Help – or Hurt – How You Lead.”)

What is true in body language when people first meet is also true of written communication in CRM with sales letters and emails where people meet.  At a glance at the document, within seven seconds, a person can tell, on the one hand, if the sales person is respectful of the customer and mindful that the customer is a reader or, on the other hand, is insensitive to the customer and unmindful that the customer is a reader who can see in the form the degree of attention the sales reps pays to details.

We learn to trust people’s professionalism in a moment.  At a glance, we can tell if the sales rep has taken any time with the communication, to think it through, to make sure the point is clear, and to make sure the details support the point being made.  We can spot the misspellings, the poor grammar, the confusing arrangement of the sentences and paragraphs.  At a glance we can see a huge block of print with no relief to the eye or mind that tells us the writer is working inside of his/her own head and not thinking about someone having to read the stuff.  At a glance, we can see how much the writer respects the reader.

Let me make this more specific by giving three areas of major importance to making a good initial impression with a sales letter or email:

1.  MAKE THE POINT OF THE LETTER OR EMAIL CLEAR AT THE TOP!  Is the point clearly stated at the top of the CRM messages, in the Subject headings or in an opening statement of a sentence or two?  What do you want?  What is the point?  Why are you writing this to me?  Usually, for most business people, the point only becomes clear at the bottom of the letter or email, so the writer should take that final or concluding statement and move it up to the top, into the Subject heading or as the first or opening paragraph.

“I can’t spill the cookies in the lobby” is one expression people have for the feeling that you can’t just say what the point is at the top, but you have to meticulously inch your way down, point by point, to the bottom where you can, finally, add it all up to a conclusion.  The scientific method, the auditor’s details that lead down to the main point.  “UP and LEFT” in the document is where the main point of the letter or email should be stated.

Example:  “John, I need your report by 2:00 pm today, so I can include it in mine and have the final report off to Japan by 6:00 pm EST.” 

Rather than start with all of the details of the 6:00 pm time and the Japanese managers, and all of the “reasons,” start with the point – what do you want from the reader?  What’s the point?

MAKE THE POINT OF THE LETTER OR EMAIL CLEAR AT THE TOP! (and repeat it at the bottom)

2.  TELL US, SHOW US EXACTLY HOW THE DOCUMENT IS ORGANIZED! Use white space to give relief and to make structure of the CRM message clear.  Paragraphing is a wonderful mark of “punctuation” that opens up the communication, gives the reader a sense of how much there is, how it is organized, what the key words are, and how much detail is included.  Tell the reader “on the one hand” and “on the other hand,”  “First, second, and third” out on the left hand tops of the paragraphs.  Use numbers to indicate steps or parts.  Do not assume that the reader will “see” your meaning as you do – TELL the reader what you are doing and how the communication is going to proceed. 

Example:  “John, the report you sent has five omissions that I would like to help you correct:

1.  ….”

TELL US, SHOW US EXACTLY HOW THE DOCUMENT IS ORGANIZED!  FORM COMMUNICATES!

3. LEARN AND USE THE BASICS OF GRAMMAR, SPELLING, AND WORD USAGE!  Train yourself to use good grammar, spelling, and word usage.  We all have spell checkers these days, and those are wonderful – USE THEM!  Know what a basic sentence is (an independent clause) and how to punctuate it.  Know how to use commas, semi-colons, and colons properly.  Know how to spell “maintenance” and “environment” and other common business words.  Know the difference between “principal/principle,” “effect/affect,” “it’s/its,” “site/sight/cite” and the many other commonly confused words.

A sales rep who confuses “their/there/they’re” marks him/herself as illiterate and suggests to the reader that the person might not pay attention to, maybe cannot be trusted to handle detail related to customer care and service.  Tom Peters gives the example of getting on an airplane and finding the foldup tray filty and, in turn, looking around and wondering if the pilot is trained and if the engines are properly maintained.  We jump quickly from a little thing to big things in our judgments.

Example:  “The principle we honor today is important to the principal owner of the company.  At this important site today, the sight of the founding partners invigorates us all.  Their dedication there in the beginning, with its intense commitment and sacrifice, has had an effect on all of us whom the partners have brought into the company, which will affect us for years to come.” (a bit of nonsense, if you will, to illustrate word choices)

LEARN THE BASICS OF GRAMMAR, SPELLING, AND WORD USAGE (professionals pay their customers that courtesy).

Form Communicates in CRM sales letters and emails just as much as it does in face-to-face meetings.