Episode 117 – Project Manager: How to Get Along With The Sales Team

The podcast for project managers by project managers. The sales team and the project manager - how to improve that complex relationship.  Advice for the project teams who have to deliver what sales has sold and why sales professionals should be kept engaged in the project from start to finish. Table of Contents 01:56 … Meet James 03:06 … BrandMuscle 04:17 … The Sales Guy’s Perspective 08:56 … The Pressure on the Sales Team 11:37 … How to Deliver what Sales has Sold 15:17 … Project Handoff 17:20 … Scrutinize the Contract 18:48 … Advice for the Sales Team 21:33 … The Project Kickoff 23:57 … Sales and Identifying Risks 25:13 … The Project Handoff 26:56 … Leadership Influencers 28:07 … Career Advice 29:42 … Connect with James 30:23 … Closing JAMES MORSE:  ...as you balance that relationship with sales, you naturally develop a trusting relationship between the project team and the sales team.  And that’s so helpful because then I trust the salesperson to deliver something correctly, and they trust me to actually deliver on that and make sure that that project gets in time, is in budget, is in scope, and it delivers a happy customer. WENDY GROUNDS:  Welcome to Manage This, the podcast by project managers for project managers.  This is our opportunity to meet with you and talk about issues that project managers are facing today.  We hope you’ll continue to tell us what you like and offer your suggestions.  You can leave a comment on Google, Apple Podcasts, Spotify, Stitcher, or whatever podcast listening app you use.  You can also leave comments on the Velociteach.com website or on our social media pages.  I am Wendy Grounds, and with me in the studio is Bill Yates. BILL YATES:  Wendy, we’re going to have a fun conversation today.  We’ve got a great topic. WENDY GROUNDS:  Yes, we have.  And we have a great guest, too.  So his name is James Morse, and he serves as the Vice President and Head of Product for BrandMuscle.  He’ll tell us a little bit more about BrandMuscle coming up. BILL YATES:  Yeah.  And James is unique in that he served the project manager role and also the sales role, project manager first in his career and then later in sales, and so really what we’re going to talk about is the hatred between project managers and sales. WENDY GROUNDS:  I’d say a particularly strong dislike. BILL YATES:  Yeah, there’s so many project managers who have discovered that their sales team has made some promises or overcommitments that now the project manager and the team have to deliver.  So we’re going to talk about that. WENDY GROUNDS:  I think so, we’re going to boil it down to communication. BILL YATES:  Yes, we are. WENDY GROUNDS:  Let’s talk with James. BILL YATES:  Yes. WENDY GROUNDS:  James, welcome to Manage This.  Thank you for being our guest today. JAMES MORSE:  Thanks for having me. Meet James WENDY GROUNDS:  Can you tell us how you started your career, and how you ended up in the role that you’re in today? JAMES MORSE:  Yeah, absolutely. So I think I’m very lucky to, right out of school, have gotten an opportunity within project management, which I think a lot of my peers didn’t necessarily do.  They started with other careers and kind of paced into that, so I really hit the ground running.  I was doing new client onboardings and implementations, which has really just been a lot of the breadth of my career when it comes to project management.  And then I’ve slowly just transitioned into different opportunities, typically in SaaS and software, which has taken me to where I am currently with BrandMuscle. So I’ve been with BrandMuscle for a little over seven years, similar background even within the organization.  I started with new client onboardings and implementations in the project lead role and just slowly grew within that to project manager, to senior project manager, leading our team of project managers within implementation,