Presales Podcast by Presales Collective

• Charting Your Presales Career Path with Miriam Graf

  Episode 181: Charting Your Presales Career Path with Miriam Graf In this episode, Jack Cochran and Matthew James welcome Miriam Graf, a presales veteran with 20 years as an individual contributor and 10 years in leadership roles. Miriam shares invaluable insights on navigating career growth in presales, from speaking up about your aspirations to recognizing when leadership is and isn't the right path for you. She discusses the evolution from being "the hero" to becoming a leader who helps others shine, and explores the diverse career opportunities available beyond traditional management roles. This episode is sponsored by Elvance. Find out more about them at https://elvance.io/ Follow Us Connect with Jack Cochran: https://www.linkedin.com/in/jackcochran/ Connect with Matthew James: https://www.linkedin.com/in/matthewyoungjames/ Connect with Miriam Graf: https://www.linkedin.com/in/miriamgraf/ or email [email protected] Links and Resources Mentioned Join Presales Collective Slack: https://www.presalescollective.com/slack Presales Podcast: https://www.presalescollective.com/podcast Timestamps 00:00 Welcome 06:53 Lessons to learn earlier 10:38 IC vs leadership 16:42 Expensive experience lessons 22:46 Variety of expertise is good 28:27 Focus on your industry and keep learning Key Topics Covered Speaking Up About Your Career Why waiting for someone to notice doesn't work How expressing interest puts you on the radar for future opportunities The importance of taking initiative on projects you're passionate about The Transition from Hero to Leader Why being the top SE doesn't automatically translate to leadership The emotional shift from personal accolades to team success Understanding if management is actually the right path for you Alternative Career Paths Beyond Management National expert or technical specialist roles Product management and product marketing opportunities Customer success, implementation, and demo engineering How presales skills translate across multiple disciplines Essential Skills for Career Advancement Soft skills: passion, communication, empathy, and listening Business acumen: understanding the "so what?" for your audience Technical skills: continuous learning and adaptability Learning Through Experience The value of trying roles outside presales How diverse experience makes you a better SE Why failures and tough feedback lead to growth Industry Expertise How to quickly learn an industry's key challenges The value of becoming a vertical expert Building credibility without years of industry experience

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• From Overloaded to Optimized: Concierge Services and Deal Desks with Rob Bruce

  In this episode, Jack Cochran and Matthew James are joined by Rob Bruce, a presales leader at Syndigo with 20 years of experience, to discuss an innovative approach to presales operations: the Pursuit Desk. Rob shares how Syndigo has built a dedicated "concierge team" that handles RFPs, security questionnaires, reference coordination, and other time-consuming tasks, freeing solutions engineers to focus on discovery, solutioning, and building customer relationships. The conversation explores how to operate at the "top of your license," the role of AI in scaling pursuit operations, and practical advice for championing similar initiatives at your organization. Thank you to Elvance for sponsoring this episode: https://elvance.io Follow Us Connect with Jack Cochran: https://www.linkedin.com/in/jackcochran/ Connect with Matthew James: https://www.linkedin.com/in/matthewyoungjames/ Connect with Rob Bruce: https://www.linkedin.com/in/robbruce/ Links and Resources Mentioned Join Presales Collective Slack: https://www.presalescollective.com/slack Book: "Selling is Hard, Buying is Harder" by Garen Hess Timestamps 00:00 Welcome 04:29 What is a Presales Concierge 11:18 Presales culture 14:00 Working at the top of your diploma 17:10 How do you justify this 21:38 As focused as an F1 team 23:32 AI and the Pursuit Desk Key Topics Covered The Pursuit Desk Concept Functions as a presales concierge handling non-customer-facing tasks Manages RFPs, InfoSec documents, NDAs, reference coordination Creates centralized control over messaging and responses Operates on a global scale with cultural sensitivity Operating at the Top of Your License Focus on discovery, creative thinking, empathetic listening, and presenting solutions Eliminate time spent on administrative tasks that don't require SE expertise Reduce context switching and multitasking to maintain flow Maximize value delivery to customers and the organization Building the Business Case Find an executive sponsor to champion the initiative Measure impact through deal win rates and velocity Consider creative budget reallocation (travel budgets, etc.) Calculate ROI based on SE productivity and reduced burnout The Role of AI in Pursuit Operations AI handles first-pass RFP responses (80% completion) Pursuit desk personalizes and adds empathy (final 20%) Machine learning analyzes past deals for pattern recognition Go/no-go scorecards based on historical data Enables scaling without proportional headcount increases Presales Culture and Values Building trust through technical expertise and genuine personality Being a "chameleon" who adapts to different buyer needs Creating an environment where people feel welcomed and valued Mentorship and knowledge sharing across teams Preventing Burnout Eliminating nights and weekends spent on RFPs Reducing stress through better task distribution Enabling SEs to focus on work they're passionate about Creating sustainable workloads that retain top talent Measuring Success Tracking time spent on each RFP or pursuit activity Correlating effort to win-loss rates Building audit trails for continuous improvement Creating dashboards for data-driven decision making

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• Presales and Sales Working Together SEAMlessly with Art Fromm

  In this episode, Jack Cochran and Matthew James are joined by Art Fromm, author of "Making Seamless Sales" and sales enablement expert, to discuss how presales and sales teams can work together more effectively. Art shares insights from his 25+ years in sales enablement, exploring the common disconnects between SEs and AEs, and provides practical strategies for building stronger partnerships that drive better outcomes. The conversation covers the evolution from tribal knowledge to systematic collaboration, the importance of discovery before demos, and how to create value perception rather than just showing features. Art emphasizes that when teams work together properly versus teams that don't, there's a 37% difference in sales outcomes - a substantial opportunity sitting on the table. Connect with Us Connect with Jack Cochran: https://www.linkedin.com/in/jackcochran/ Connect with Matthew James: https://www.linkedin.com/in/matthewyoungjames/ Connect with Art Fromm: https://www.linkedin.com/in/artfromm/ Links and Resources Mentioned Join Presales Collective Slack: https://www.presalescollective.com/slack Art's Website: https://teamsalesdevelopment.com Team Sales Development: https://www.teamsalesdevelopment.com "Making Seamless Sales" by Art Fromm: https://teamsalesdevelopment.com/making-seamless-sales-book/ Timestamps 00:00 Welcome 03:55 Sol/Con East 2025 05:26 Making SEAMless Sales 11:27 Our Solutions Have No Value 24:02 You Only Get One Shot 29:42 Aren't We All Presales Key Topics Covered The SEAM Framework SE (Solutions Engineers) and AM (Account Managers) working together Breaking down organizational silos between presales and sales Creating systematic approaches rather than leaving collaboration to chance Moving Beyond the Demo Rush Why "we need to do a demo" often leads to failure The importance of proper qualification and discovery first How luck can reinforce bad habits in sales processes Creating Value Perception Understanding that solutions have no inherent value The Venn diagram of customer needs overlapping with solutions Turning "sell" into "buy" and "push" into "pull" The Trust Dynamic Presales comes with trust that can be lost Sales lacks trust that needs to be gained How proper discovery helps both teams build credibility Organizational Alignment Top-down (business focused) vs bottom-up (technical focused) approach Creating healthy overlap between sales and presales responsibilities The pyramid model of customer engagement levels Training and Enablement Moving beyond feature-function training to client success thinking Understanding the complete buyer journey from hello to consumption The concept of "solution enablement" as a continuous process

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• Breaking Barriers: How WISE is Transforming Women's Careers in Presales with Wendy McHenry

  In this episode, Jack Cochran and Matthew James are joined by Wendy McHenry, Chair of WISE (Women in Solutions Excellence) at Presales Collective and Former Head of Global Solutions Engineering at CDATA, to discuss the critical need for supporting women in presales careers. They explore the challenges women face in a field where only 18% of solutions professionals are women, discuss unconscious bias in hiring and workplace environments, and highlight how WISE is creating support networks and career development opportunities to advance equity in the solutions field. To join the show live, follow the Presales Collective's LinkedIn page or join the PSC Slack community for updates. This episode is sponsored by Elvance. More information at https://elvance.io/ On the Show Today Connect with Jack Cochran: https://www.linkedin.com/in/jackcochran/ Connect with Matthew James: https://www.linkedin.com/in/matthewyoungjames/ Connect with Wendy McHenry: https://www.linkedin.com/in/wendymac98/ Links and Resources Mentioned Join Presales Collective Slack: https://www.presalescollective.com/slack WISE Chapter Information: https://www.presalescollective.com/wise Presales Collective LinkedIn: https://www.linkedin.com/company/presalescollective Timestamps 00:00 Welcome 04:51 Why WISE? 09:12 Being a woman in sales today 12:57 You're not technical enough 16:16 Women leaving the profession 20:33 How is WISE helping? 27:55 What's happening next? Key Topics Covered The Current State of Women in Presales Only 18% of solutions professionals globally are women Many women are the only woman on their SE team Higher attrition rates during layoffs disproportionately impact women Unconscious Bias and Workplace Challenges "Not technical enough" bias applied differently to women Interview panels dominated by men Social environments that may exclude women The importance of calling out bias when witnessed WISE Mission and Structure Started as an ERG at Salesforce, now part of Presales Collective Open to anyone who cares about supporting women in solutions careers Regional chapters like Women in Solutions Consulting Australia/New Zealand Company-specific chapters at organizations like Salesforce and Pegasystems Creating Change and Allyship How to be an effective ally in supporting women's careers Starting WISE chapters at your company (or expanding to broader sales/tech groups) The importance of diverse account teams and client representation Free career coaching and mentorship available through WISE council

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• Tailoring AI for Growth: What Startups and Enterprises Should Do Differently with Akash Ganapathy

  In this episode, Jack Cochran and Matthew James are joined by Akash Ganapathi, CEO of Opine, to discuss how AI strategies differ between startups and enterprises in the presales space. They explore the myth of AI replacing SEs, the importance of specialization vs. generalization, and how AI can help presales teams manage more revenue per team member while focusing on strategic, relationship-building activities. Follow Us Connect with Jack Cochran: https://www.linkedin.com/in/jackcochran/ Connect with Matthew James: https://www.linkedin.com/in/matthewyoungjames/ Connect with Akash Ganapathi: https://www.linkedin.com/in/akash-ganapathi/ Links and Resources Mentioned Join Presales Collective Slack: https://www.presalescollective.com/slack Opine: https://tryopine.com/ Contact Akash directly: [email protected] Timestamps 00:00 Welcome 04:35 Why AI strategy differs for startups vs enterprises 09:27 Debunking the myth of AI replacing SEs 18:35 The human element in buying and selling 24:35 How enterprises can leverage existing knowledge bases 28:12 The paradox of considering AI for every task 32:14 Future predictions for 2026-2027 Key Topics Covered Startup vs Enterprise AI Strategy Startups benefit from generalist approaches and bottom-up experimentation Enterprises need specialized, top-down AI strategies to avoid redundancy The role of specialization vs wearing multiple hats The AI Replacement Myth Why the "AI SE" that replaces human SEs doesn't work SEs do much more than just answer technical questions The importance of relationship building and strategic thinking Current AI Limitations Context window constraints (around 1 million tokens currently) Retrieval Augmented Generation (RAG) accuracy at ~75% Why breakthrough improvements are needed for true automation The Future of Presales with AI More revenue managed per team member Shift toward hiring less experienced SEs with AI enablement Focus on strategic consulting rather than administrative tasks Practical AI Implementation Draft-and-approve workflows for deliverables Automating account research, meeting prep, and RFP responses Using AI for onboarding and knowledge enablement Mid-Market Recommendations Lean toward enterprise-style, forward-looking strategies Enable not just current team but future hires Focus on cross-organizational enablement (AEs, product, marketing)

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