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,