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    Technology

    Bold Calling

    The Bold Calling podcast tackles the biggest sales challenges through conversations with the industry’s most forward-thinking minds. From pipeline growth to AI, customer acquisition cost, to ever-evolving competitive landscapes, we’re tackling the question: What keeps you up at night?

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    Copyright: © 2024

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    Latest Episodes:
    Enablement without the eyerolls with Colin Specter Mar 11, 2025
    Show notes

    An award-winning podcast presented by Orum

    Episode Summary

    In this episode of Bold Calling, host Adam Sockel sits down with Colin Specter, SVP of Revenue at Orum, to talk about sales enablement that actually works—without the usual eye rolls from sales reps.

    They dive into how sales and marketing can align, how to create content that gets used, and the best ways to drive accountability in a fast-paced sales organization. Along the way, Adam and Colin swap stories, challenge assumptions, and share real-world strategies that any sales and marketing team can implement today.

    Key Takeaways & Great Quotes

    🔹 Sales & Marketing: A Two-Way Street

    "Marketing can't say yes to everything, just like product teams can't build every feature request. It's about business impact—how many customers will benefit, and what's the revenue impact?" – Colin Specter

    "Every time you say yes to something, you're saying no to something else. Prioritization is key." – Adam Sockel

    🔹 Adoption Starts with Champions

    "Reps love reducing uncertainty. The best way to get adoption? Find a pilot rep who others respect. If they use it and win with it, others will follow." – Colin Specter

    "I'm a people pleaser—I always want to say yes. But before I do, I go to another team and ask, 'Would this actually help you, too?' Because if it's just a one-off, it's probably not the best use of time." – Adam Sockel

    🔹 The Role of Product Marketing

    "Salespeople don't want to learn about product releases at the same time as customers. Marketing needs to be ahead of the curve, ready with assets before a launch." – Colin Specter

    "We don't want to be learning about product updates in real-time with sales. If that happens, we're already in trouble." – Adam Sockel

    🔹 Developing Accountability for Sales Enablement

    "Repetition is the mother of learning. As a sales leader, your job is to over-communicate. If people aren't rolling their eyes at how often they hear a message, you're not saying it enough." – Colin Specter

    "I can hype up content all I want, but if I don't have buy-in from sales, it's just another link in Slack that gets ignored." – Adam Sockel

    🔹 How Sales Teams Can Amplify Marketing Campaigns

    "Sales leaders set the tone—if your team sees you posting and amplifying content, they'll follow. But don't assume they will naturally rise to the occasion—train them on what good looks like." – Colin Specter

    "Attitude reflects leadership. If sales sees me hyping up content, they're more likely to use it. But if I just drop a link in Slack and disappear, it's getting buried under 100 messages." – Adam Sockel

    Actionable Tips for Sales Enablement Leaders

    ✅ Start with a listening tour – Talk to your top reps and sales leaders to identify patterns in what's needed.
    ✅ Prioritize by impact – Assess the revenue and adoption potential before investing in new assets.
    ✅ Use a pilot approach – Get buy-in from respected reps before rolling things out at scale.
    ✅ Create a structured request process – Leverage Slack workflows or structured intake forms to gather details.
    ✅ Over-communicate – Ensure that both sales and marketing teams know where content lives and how to use it.
    ✅ Align marketing with product sprints – Ensure that content is ready before major feature releases.


    The ultimate SDR success guide with Arely Brattin and John Karsant Feb 25, 2025
    Show notes

    In this episode of Bold Calling, host Adam Sockel is joined by Arely Brattin, SDR Manager at Orum, and John Karsant, Founder & CEO of Level Up Leads, to dive deep into the art and science of SDR management. They discuss the most effective strategies for onboarding, training, measuring success, and retaining top SDR talent—plus the evolving role of AI and the shift toward revenue-focused performance metrics.

    Key Topics & Takeaways

    🚀 Onboarding & Training SDRs

    • John's Approach: SDRs at Level Up Leads start on internal calls before reaching out to clients, ensuring they ramp up in a controlled environment.
    • Arely's Method: Identifying learning styles is key—whether reps prefer shadowing, classroom-style learning, or hands-on coaching. Pairing new SDRs with top performers helps them build confidence quickly.

    📊 Measuring SDR Performance

    • Activity vs. Revenue Metrics:
      • Quality over quantity—fewer dials, but better targeted outreach.
      • No-show rates and objection-handling improvements are now key performance indicators.

    🎯 Retaining SDR Talent

    • John's Strategy: Reduce friction for reps—handle list building and client conversations so SDRs can focus on dialing and selling.
    • Arely's Strategy:
      • Recognition and validation go a long way—"The SDR role can be thankless, so just saying 'I appreciate you' matters."
      • Compensation matters—competitive pay and incentives keep reps motivated.
      • Create a collaborative yet competitive culture where reps push each other to improve.

    🤖 The Role of AI in Sales Development

    • How AI is Used:
      • AI tools assist with call analysis, coaching, and script refinement.
    • Human Touch Still Wins:
      • AI helps with efficiency, but real conversations convert at a much higher rate than email or automation.
      • "If I know it's AI emailing me, I can ignore it. If a person calls me, I feel bad not answering."

    📈 Moving Upmarket: Selling to Enterprise

    • Groundswell Approach:
      • Instead of cold calling a VP of Sales right away, SDRs should start lower in the org (fellow SDRs, team leads) and work their way up.
      • Coordinating with AEs to multi-thread an account increases success rates.

    🔮 The Evolution of the SDR Role

    • John: The decline of email as an effective channel has led to a resurgence in cold calling as a primary outreach method.
    • Arely: Social selling (via LinkedIn and other platforms) is on the rise, but phones remain the best channel for high-converting conversations.
    • Biggest Shift: Buyers expect a more personalized experience, so SDRs need to do their homework and build genuine relationships.

    🔗 Resources & Links

    • Connect with Arely Brattin: LinkedIn
    • Connect with John Karsant: LinkedIn
    • Learn more about Level Up Leads: Website
    • Explore Orum's SDR Enablement Tools: Orum.com

    Troy Barter wants you to start opening doors to more closed-won Oct 29, 2024
    Show notes

    In this episode of Bold Calling, Adam Sockel sits down with Troy Barter, Head of Revenue at Rocket Shipping, to dive into the nitty-gritty of sales development. Troy brings his extensive sales experience, from door-to-door hustle to tech sales strategy, to offer hard-hitting insights on the evolution of the SDR role, the power of resilience, and the real impact of sales development.

    Key Highlights:

    • The Value of Perspective in Sales Development: Troy draws a powerful comparison between door-to-door sales and tech sales, emphasizing the "grit advantage" that field experience brings to SDRs. "When you've faced a hard 'no' in person, a cold call feels like nothing in comparison," he says.

    • Changing SDR-AE Dynamics: Troy sheds light on how SDRs today are siloed from AEs, creating inefficiencies and reducing the perceived value of the SDR role. He argues, "SDRs should be incentivized on closed revenue, not just meetings scheduled. If SDRs aren't setting up closeable pipeline, the model is broken."

    • Leveraging Tech Without Replacing the Human Element: Troy warns SDRs not to rely too heavily on automation, as it threatens their job security. "If you use tools to replace what makes you unique as a salesperson, human SDRs will no longer exist."

    • Career Pathing and SDR Motivation: Troy believes in promoting from within but stresses performance as the primary driver. For SDRs looking to move up, he advises a proactive approach: "Crush it at your current role, then ask to close smaller deals once you hit target—this shows you're ready for AE responsibilities."

    Insightful Quotes from Troy Barter:

    • "Door-to-door sales taught me grit in a way tech never could. When you've walked a block in August Florida heat, SDR calls are nothing."
    • "You don't bring Tom Brady in to block—you bring him in to win. AEs should close, not prospect; SDRs should build closeable pipeline, not just book meetings."
    • "SDRs, don't let automation do your whole job. Those tools are here to help, but if they replace your role, you'll be out of a job before you know it."
    • "If your SDR pipeline isn't closing, your model is broken. Either the product doesn't work, or the process is flawed—fix it."
    • "The tech hasn't changed; it's the mindset. The SDRs with the willingness to put in real work are standing out more than ever."

    Episode Takeaways:

    • Resilience is key in sales development: SDRs with door-to-door or other tough sales backgrounds have a built-in advantage.
    • Real alignment between SDRs and AEs drives pipeline success. The current model, which separates SDR and AE goals, is hurting the industry.
    • Career growth in sales development depends on demonstrating consistent success in pipeline generation, not just meeting quotas.
    • Tools are just that—tools: The real value of SDRs lies in their ability to connect and problem-solve in ways automation cannot replace.

    Charles Needham on the economics of selling Sep 11, 2024
    Show notes

    In this episode of Bold Calling, presented by Orum, we sit down with Charles Needham, Manager of Revenue Operations and Business Development at Fetch. Charles shares his fascinating journey from Wall Street and private equity to leading sales development teams. He explains how his background in economics gives him a unique lens through which he approaches sales, helping his teams become more efficient and strategic in their outreach efforts.

    Charles breaks down the role of risk in sales development, challenging the traditional focus on relationship-building. He argues that reducing uncertainty is key in today's high-interest, high-risk environment. Charles also dives into how sales strategies must adapt to larger economic cycles, particularly focusing on efficiency and profitability over sheer volume-based tactics.

    Join us as we explore the future of sales development, the importance of channel-validated outreach, and how tools like Orum are helping sales teams scale while improving outcomes. Whether in sales, operations, or leadership, this episode is packed with valuable insights to help you rethink your approach to modern sales.


    Investing in yourself with Michael Pedone Aug 27, 2024
    Show notes

    In this episode of Bold Calling, Adam Sockel is joined by Michael Pedone, founder of SalesBuzz, to discuss his incredible journey from being a commission-only sales rep to building a seven-figure business.

    Michael shares his insights into the importance of self-investment, overcoming cold calling reluctance, and why most salespeople don't invest in their own development. Whether you're new to sales or a seasoned professional, this conversation offers valuable takeaways on mastering the fundamentals and scaling your sales success.

    Key Takeaways:

    • Michael's Sales Journey: From growing up poor with no college education to selling his first company for seven figures, Michael's story is a testament to how dedication and continual learning can lead to success in sales.

    • Overcoming Call Reluctance: Michael offers practical tips for conquering the fear of cold calling, emphasizing the importance of following a simple process. As he explains, "You just need to learn what to say, how to say it, and when to say it."

    • The Reluctance to Invest in Personal Development: Michael touches on a frustrating reality—many sales professionals refuse to invest in their own growth. He believes the key to long-term success lies in a willingness to learn and invest in yourself.


    Shaheem Alam on the best way to get unghosted Aug 14, 2024
    Show notes

    We've previously discussed how sales is a mix of science and art with Dee Acosta, but it's also equal parts freestyle and structure. It's "Yes, and" with just a bit of A/B testing.

    Shaheem Alam has big thoughts on why outbound sequence order doesn't matter and even bigger thoughts on why you need to pick up the phone.

    In this discussion, Shaheem and Adam get nerdy about relevance and curiosity while focusing on where sales leaders need to be more rigid and where they need to allow some flexibility within the sales process.

    Check out https://fiveringsmarketing.com/ to learn about their business and connect with Shaheem on LinkedIn.


    The struggle of saying "yes" with Will Aitken Jul 16, 2024
    Show notes

    "Too much can mean not doing as well."

    Will Aitken shares this truth with host Adam Sockel when breaking down his biggest challenge- Taking on too many opportunities.

    A talented sales professional who found a knack for creating video content that other sellers connected with, Will has spent this year branching out on his own. While this has created endless potential partnerships and opportunities to work with creative brands and people, the biggest struggle for Will is what happens when he says "Yes" too often.

    The conversation blossoms out from there, diving into Will's career as a content creator and seller, Adam and Will going deep on the importance of building trust during the sales process, and Will's endless love of cold calling.

    Looking for more information on Will's work? Check out https://willaitken.com/. And visit https://www.orum.com/podcasts to view every episode of the Bold Calling podcast.


    Creative diligence and AI's constant iteration with Ali Schwanke Jul 02, 2024
    Show notes

    Ali is the Founder of Simple Strat and hosts the wildly successful HubSpot Hacks YouTube show. She joined the latest episode of Bold Calling to discuss how she consults organizations to navigate AI to ensure scalability, and her heightened awareness about shifting marketing strategies as a founder.

    AI is constantly changing the tech stack sales and marketing teams are using, as well as the platforms where we traditionally learn more about customers and prospects, making it essential to find ways to stay in the know.


    Jonathan Pogact, on making the market remember you Jun 04, 2024
    Show notes

    Jonathan Pogact, VP of Marketing at Seamless.AI, recognizes that the SaaS world moves quickly. Finding ways to ensure your prospects know who you are and what you do when they enter the sales cycle means being willing to take risks.

    In this discussion, Jonathan and host Adam Sockel discuss how Seamless.AI carves out time for innovative thinking. They break down what data can inform marketing investment and how automation through AI empowers his team to spend more time on creative thought.

    Experimentation can be the key to owning every situation your brand is in, partnerships can dramatically expand your audience, and inspiration can come from unlikely places.

    The conversation ends with Jonathan sharing where that inspiration strikes him and how his TikTok FYP page brings him calm.


    Anshul Gupta on AI and tryin' to triage May 21, 2024
    Show notes

    Anshul Gupta, Co-Founder of Actively.ai, delves into the practical applications of AI for outbound teams. He explains how this technology can significantly boost pipeline generation by freeing sellers from spending 20-30 hours weekly on mundane administrative tasks.

    He then shares his biggest challenges as a tech start-up, beginning with knowing where to start, what tasks need his attention first, and how to triage obstacles as they come, given the reality of limited resources.

    The show closes with Anshul sharing stories about childhood entrepreneurship and the years that laid the groundwork for his current role as a co-founder.

    Check out orum.com to discover how Orum can help grow your pipeline.

    Royalty-Free Music is provided by Tunetank.com. Track: Spy Adventures by TrendingAudio


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