What it means to be a trusted advisor

The most successful sales professionals don’t wait for customers to tell them they have a problem—they help customers identify opportunities and challenges before they become business issues. That is the difference between being a supplier and becoming a trusted advisor.

Building trusted relationships requires a balance of proactive engagement and easy accessibility. Proactive engagement means maintaining regular contact with customers, understanding their evolving business priorities, monitoring industry trends, and bringing forward ideas that deliver measurable value. Rather than focusing solely on products or renewals, effective sales leaders initiate conversations around business outcomes, efficiency, growth, customer experience, risk reduction, and innovation. Customers value partners who help them think ahead rather than simply respond when something goes wrong.

Equally important is ensuring customers have multiple, convenient ways to engage when they need guidance or support. Whether through account management, customer success teams, technical specialists, digital channels, or executive sponsorship, customers should always feel they have access to knowledgeable people who can provide timely advice. Trust is built not only through regular planned interactions but also through being responsive and available when expertise is needed.

To support this approach, organisations need access to a broad portfolio of complementary solutions. Very few businesses can meet every customer requirement with their own products alone. The strongest sales organisations recognise this and develop credible partnerships with trusted technology providers and service specialists. These partnerships allow sales teams to solve a wider range of customer challenges without compromising quality or integrity.

Customers rarely judge you by the size of your product portfolio; they judge you by your ability to solve their problems. Having a carefully selected ecosystem of partners enables sales professionals to recommend the most appropriate solution, even when it extends beyond their own organisation’s capabilities. This reinforces credibility and demonstrates that recommendations are driven by the customer’s best interests rather than by a desire to maximise product sales.

An ecosystem approach also positions the sales team as a strategic business partner rather than a transactional vendor. By understanding the customer’s long-term objectives and drawing upon both internal capabilities and external expertise, sales professionals can deliver complete solutions that evolve alongside the customer’s business.

Ultimately, trusted advisor status is earned through consistency, expertise, and genuine customer focus. It requires proactive engagement that uncovers future opportunities, responsive channels that encourage customers to seek advice whenever they need it, and access to a broad range of solutions delivered through both in-house capabilities and trusted partnerships. Organisations that combine these elements build deeper relationships, create greater customer loyalty, and generate sustainable, long-term revenue growth based on value rather than transactions.

Uncovering the need for Ai in your business

To uncover the real operational need for adding AI to an existing contact centre, you must look past the technology hype. You need to identify specific friction points, cost drivers, and data gaps in your current setup.
Here are the top 15 questions to audit your existing infrastructure and discover if AI is truly necessary.

Current Technology & Infrastructure

  • What specific software vendors handle your current routing, telephony, CRM, and ticketing?
  • Where do data silos exist that prevent a single view of the customer?
  • What are the licensing costs and contract end dates for your current systems?

Operational Pain Points & Efficiency

  • Which routine, repetitive questions consume the highest volume of agent time?
  • At what specific points in the customer journey do users abandon self-service?
  • How much time do agents spend searching internal databases during a live call?
  • What manual, post-call administrative tasks take up the most agent time?

Performance Metrics & Cost

  • What are your current baselines for Average Handle Time (AHT) and First Contact Resolution (FCR)?
  • What is your cost-per-contact across voice, email, chat, and social channels?
  • How many interactions are abandoned entirely due to long queue wait times?

Customer & Agent Experience

  • What are the top three complaints found in your CSAT or NPS survey feedback?
  • What is your annual agent turnover rate, and what drives their exit?
  • How do you currently identify and support frustrated customers in real-time?

Data, Insights & Quality Assurance

  • What percentage of total customer conversations does your QA team manually review?
  • How do you currently track emerging trends or sudden spikes in product issues?

Get in touch if you could do with some help or a fresh pair of eyes on your current challenges

Physical exhibition events are back it seems

Very recently (well about 7 weeks ago to be more precise), we participated in the annual Channel Live expo, held at the NEC in Birmingham.

We have exhibited there a few times with our partners and had some decent engagement, and this time was no exception. In fact, I would chalk this one down as one of the most successful, in terms of actual potential partnership opportunities for our current vendor partner Inovo Telecom.

AI and Automation

My business partner and I had been asked to participate this year, as presenters for a couple of the theatre topics – “AI and Automation”; and “Creating Sticky Customers”.

Despite it being quite some time since presenting to an audience like this, I was really excited and as a result hugely enjoyed my session, which is a topic I have a particular passion for anyway (thankfully)

Enjoy

Are you a number one, or a number two?

Change or become irrelevant

As someone who gets to see a lot of new technology early, I’m often excited by the possibilities this affords our channel friends and colleagues.

How about you? Are you

1. Equally stoked by the opportunity of engaging with your customers to share an exciting new solution?

2. Not too fussed and prefer to stick to your core product or solution offer?

If you’re the second option here, then I’d urge you to consider this…

Your customers are investing in technology that you’re not providing and whilst they’re not talking to you, they’re building relationships and trust elsewhere. This carries risk for you as other suppliers are option 1 players and they’re following a LAND AND EXPAND strategy that will see them displacing you at some point.

Now let’s reconsider.. are you 1 or 2?

Channel Partner tips – Before you start.

Make sure you’re really clear about the road ahead and that you are sure you’re “up for the challenge”. It’s not simply a case of “build it and they will come”.

If you’ve done your preparation well, the rewards are there with a great execution. But don’t even think about “playing at it”

The start before the start

Is this a pivotal moment?

Image courtesy of https://www.dreamstime.com/farbentek_info

#COVIDー19 has caused mass disruption to every area of our society and we’re seeing major gatherings being understandably cancelled or with very poor attendance. We’re also seeing businesses taking decisions to stop their employees from traveling, even into the office. As a result, we’re all turning to alternative means to come together and unsurprisingly, vendors of said technologies are offering tactical solutions for those who are not well equipped. For many this will be little more than “business as usual”, but for significant numbers, this will be a massive change. The nature of the enforced change causes me to wonder if this will perhaps prove to be a very pivotal moment in history, when video calling and video conferencing, and collaboration realty comes of age…. Time will tell

How Koopid.Ai are disrupting the Contact Centre space

Here’s a short video explainer for Koopid.ai – and we’re exhibiting at the Call and Contact Centre Expo at the Excel on March 18th and 19th, so please come and say hello and learn more. This could be what your customers have been waiting for.

Want to chat? Then call us on 0800 999 1882 or mail me graham@koopid.ai

Thanks for reading and hope to connect soon- or to see the solution in action – click here

Finding customers for your products, or products for your customers?

We all know that it’s smarter and easier to offer more solutions to your current customers than to seek out new clients who don’t yet know you and what you stand for.

It costs 5x as much to attract a new customer than to keep an existing one

With this in mind, I’m introducing a few ideas that you may be interested in adding to your mix….

Introducing Inovo Telecom, as a total customer experience solution to expand your customers’ customers’ engagement options in a fully integrated platform whatever channel they chose to engage in. A fully supported sales motion too from a fully engaged team. Simply introduce the idea and once your customer says go ahead and tell me more, we will appear as if by magic by your side. And the best bit – you help your customer, keep out competition and earn margin – what’s not to like

artificial intelligence to augment your customer engagement options

Adding any digital channel and orchestrating with persistence powered by AI and human agents.

Customers hate to queue and listen to tired music on hold looped around and around interspersed with your queue position – they really do. Offering them a lifeline to a digital service can be the tonic they require. Many choose this as default too (I certainly do), engaging at their preferred time and pace (perhaps whilst on a train, WhatsApp’s asynchronous sessions are a boon). Ensuring the conversation persists is critical, such that any channel movement (say to an agent) is accompanied by the entire conversation for full context and avoidance of the nauseating repetition of the same details over and over arrrggghhhh 🙄😡

The Terminator

To learn more – just drop me a note and “I’ll be back” in touch in no time

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Thank you for your response. ✨

Growing my business is hard

I’d start from the premise of aiming to sell more things to more people. In practice this can result in a range of actions. One of those can be a cooperative sales motion and one could be to expand your portfolio, so that your clients can source multiple products and services from you. If they’ve already bought, they’re likely to buy from you again. Cooperative selling is where you’re partnering with another similar business with complementary offerings and you simply look to sell to each others’ client. I’m seeing a marked increase in this latter approach.

If you a bereft of ideas or simply feel are stuck – drop me a line. Always happy to help