‘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.

Five Advantages of Voice-Based CRM Data Entry

What can you do as an organization leader to provide the Sales Team with the most effective tools for CRM data entry? Tools to make sales reporting so appealing to them that they will adopt them easily and use them willingly, so the best data available flows continually into your CRM databases?

The traditional data input choices are keyboard or voice, whether the means is a computer, smart phone, or tablet or whether it is voice mail, a voice conversation, or dictation into a machine or to a live person. That’s about all we have to accomplish the task of CRM data entry. (We don’t have technologies yet that read our minds or filter information through the skin.)

If we focus on the sales rep as the principal information entry person into the CRM system, reporting immediately after a sales experience with customers, competitors, and industry forces, then here are five reasons a voice-based CRM data entry tool is by far the best solution. Focusing attention to this tool makes CRM data entry  attractive to the sales reps so that they use it easily, willingly, and with increasing competence over time.

1. They like to speak on the phone – voice is intuitive; writing is learned. From infancy we have been speaking and, almost as long, we have been speaking into the telephone. Unlike writing and keyboarding, which are learned and practiced skills that some master and many do not, speaking on the telephone is intuitive and natural. We all can do it!  We do not have to be taught to speak, and we do not have to be encouraged or motivated to speak on the phone. Sales reps using their phone to report sales information can do it easily because they perform this activity over and over during any given day. They are good at it, naturals, highly competent. So, when asked to report their CRM information this way, they do it easily and with no cause for delay.

2. They like to do it immediately – Quick and easy are compelling; hard and problematic are repelling. User adoption, procrastination, avoidance behavior – these are all manifestations that the sales reps to not enjoy or look forward to their CRM data entry tools. Keyboarding/writing is too hard, takes too long, requires unnatural thinking and skills, and is not pleasant to anticipate.  It is hard and unpleasant work and is, therefore, avoided and procrastinated!  Speech recognition software has major editing limitations (as discussed in the next point).

3. They appreciate efficiencies – Just once is good; several times is bad. Any system that requires the speaker to return to the text to edit after putting it in will fail. Speech recognition for the kind of textual information we are talking about here leaves the speaker with text that is often 80% – 90% inaccurate (catastrophically difficult to correct when nouns become verbs, adverbs become nouns, etc.), requiring hours of editing time to make it professionally acceptable. Despite their dislike of it, when considering the alternative of speech recognition, sales reps laborously keyboard in their information to avoid speech to text inefficiencies and having to edit what comes back – it is faster and easier to just keyboard it in.  Clear and accurate meaning, coupled with professional presentation, are essential in reports that are circulating throughout the organization.  Sales reps want to speak it in the information and hang up, having a the system process the information and delivery a professional report into the database.  That quality of work is only possible with native-English speaking, U.S. Citizen based human transcriptionists, working in partnership with the sales reps.

4. They want to tell their story – Explanation is satisfying; just numbers is frustrating. For customer-centric and needs-based selling, background and contextual information is critical for an understanding of what is going on with the customer, the competition, and the industry.  Thus, explanatory information requires talk, text, sentences, and paragraphs.  When management reduces CRM reporting to just numbers, jots, twits, tweets, or thumbs, just 5% or so of the pertinent information is being required or accessed.  This is “activity”-based management attention, which places no value on the information of most importance to the sales reps. They see that nothing much is being asked for, so they stop giving anything beyond the number required. 98% of what they care about in their customer-centric sales work is being ignored by management.  “Who cares about reporting?” is the cynical reply to such un- or mis-management of the sales reporting activity. Many, thus, choose not to participate or to participate at the bare minimum.

5. They want to know someone higher up cares – High feedback is invigorating; low feedback or none is debilitating. “Does anyone read these reports?” “I just put anything in because no one reads them anyway.” “I do them about once a quarter – if I am forced to, because everything important is being taken care of over the phone all of the time. The sales report is meaningless.”  When upper management communicates to the sales team the kinds of information that are important to them, and when the sales reps see and report those kinds of information back, and then upper managers respond to those reports, then we have the kind of “virtuous cycles” of understanding that make the CRM databases rich and fertile and CRM a winner application for the organization.

When senior managers provide a voice-based CRM data entry tool for the sales team, there are at least these five reasons a voice-based CRM data entry tool will make the CRM database a winner and CRM a success.

Missing Data! “What happened?” Putting Explanatory Data into CRM

Why did that happen?  Explain that to me; I don’t understand!  What’s going on?

How do we get longer, paragraph length explanatory text into the CRM system efficiently and with the willing and positive contributions of the sales reps?

Explanatory data is sentences and paragraphs of information that tell the details and specifics of what is going on or what has happened.  Explanatory data is the kind we get when we stand at the water cooler or sit at the hotel bar in the evening talking about things, telling the stories, giving all of the details, telling what happened and why.  It is the information a sales rep speaks to his/her manager over the phone after a great sales meeting or winning event, telling all of the details of the people present, the discussions, the competition, the pricing and deal making, and, finally, the glory of the close and contract signing.

Explanatory data is talk, speech, telling, explaining – words, sentences, and paragraphs.

Some estimate that the 98% of the most valuable sales information from the field is explanatory or qualitative.  It is words, sentences, and paragraphs not numbers, statistics, or notes or jots.  These data are the background, context, and history of the situation or event.  These data are the insights, perceptions, feelings, and observations gained during a meeting that have tremendous significance in the long-term service to the customer.  These data display the intelligent imposition of meaning and purpose on the events and facts.

The big fish mounted on the wall and why it is there, what it means to the main decision maker, and what it tells you about his/her interests and passions.  The photos of the three girls in soccer uniforms on the shelf behind the key account manager, and the excited talk concerning games and teams and the success of this manager’s daughters.  The observation that the contact person’s mediocre office is in the basement of the 10-story building and the walk to meet with the decision makers takes you up the elevator to the 10th floor plush offices where the contact person is hardly even recognized by name by the secretaries.  The gut feeling, as you listen to the pre-meeting talk and priorities that there is money to send a corporate jet to Norway to pick up a needed part but, you realize, there seems to be no money for your product or service.

The onsite visit to check out a task failure on a high-cost project to determine the involvement of your company’s products, with all of the companies involved trying to avoid responsibility, with the analysis of the actual failure and the technical discussions of why it happened and the reasoning behind the decisions reached.

How does this explanatory information get into the CRM system?

Someone has to talk it, explain it, tell it.  The story has to be told, articulated, given form and structure and intelligent explanation.  You can’t thumb it or tweet it or jot it.

Only a voice-based CRM data entry system can handle explanatory data, where the person calls on the phone and dictates the long explanatory message, in all of its details, with the system open to the person doing the explanation as he/she chooses in a way that is comfortable and intuitive.  The voice-based system needs to be simple to operate, completely transparent to allow the entire story to be told, and then, when finished to allow the person to hang up and get on with the work.  The voice-based system then transcribes the information, converting it to digital, and syncs it into the CRM database fields.  Because this is a manual transcription system, with native English educated and trained persons, U.S. Citizens residing in the U.S., the transcription is 98% accurate and professionally prepared and secure, so the CRM databases are filling with clear, correct, and meaningful information for understanding, decision making, and confident action.

How Can CRM Systems Handle Paragraph-Length Explanatory Data Entry?

So, you are an engineering company where engineering reports or proposals are longer, several paragraphs, and even several pages in length. Or, you are a manufacturing organization where user experiences with product or service need to be documented at length. Or, you are a construction company or you serve construction companies where project reports need to be in sufficient detail for others to engage in planning and troubleshooting various situations, laying down a solid paper trail. Perhaps you are a lighting company with reps conducting site audits or lamp/fixture testing and reporting findings. Or you are a financial planner or advisor needing to document the details of meetings with clients. Perhaps you are a pharmaceutical company and need to document drug research or clinical work.

Perhaps you are… -  many organizational situations require explanatory detail, specifics, and paragraphs of complex text.

In this blog I make a distinction that senior organization leaders should consider who are using or considering using CRM software systems. Understanding this distinction can make all of the difference between a successful CRM user adoption experience and an unhappy one.

That issue is the difference between “data” (short notes) and “information” (longer paragraphs) and appropriate CRM system entry tools. “Data” and “information” are very different, as they are of two completely different forms and sizes and purposes, each of which is best facilitated by a different kind of entry tool.

1. Data (quantitative, explicit, numerical, statistical, and one-word or short phrase text)

These data are reported as entries into forms and templates or are simply informational. They are easily recorded by digital tools such as smart phones, tablets, computers. Entry of dates, amounts, numbers, occurrences, additions or subtractions from inventory, and many other such numerical or statistical data is simple with the amazing technologies of today. The application of speech recognition software is especially valuable for CRM data entry of these kinds. These applications are called “closed” speech recognition environments because the software is trained to the user, the vocabulary is finite and defined, and the systems are often IVR prompted. Appropriately, the advances in these supporting technologies to enter data into CRM systems are astounding and becoming very functional and practical. Apple’s Siri is an example of a successful speech recognition; “closed” CRM data capture application.

2. Information (qualitative, implicit, sentences, paragraphs, longer explanatory text)

These dictation events are longer, more comprehensive, more complex, and must be handled for CRM information entry very differently than the data entry described above. The amazing technologies that facilitate data entry do not lend themselves to information entry. These messages are paragraph(s) length, with descriptions and explanations of background, context, perceptions, insights, prototype plans and strategies. They are often complex descriptions of events and sequences, reasonings and histories. These entries are what we call “open” dictation environments not amenable to speech recognition software because there is little to no opportunity for system training, no controlled environment, no definitive vocabularies, and many distractions and noisy interruptions.

Entry of information requires a voice-based CRM entry system that allows the users to speak openly, without constraint, in any ambient environment (wind blowing, people talking, airport announcements being broadcast, cold in speaker’s nose), the essential information from their work, have it transcribed manually for accuracy, and then have it sync automatically into the fields in the CRM database.