In this episode, we welcome Kishan Patel, who shares a deal story of 7-figure pilot that goes onto become a multi-million dollar transformation deal for a large health insurer.
Background:
- Kishan Patel has over 11 years of experience in the enterprise space, with a focus on payments and ecommerce risk management.
- Solution is data and IT infrastructure solutions for a large Fortune 500 Health Insurer.
- Displacing the top vendor.
- Complex pilot.
- Stakeholders from various teams and functions with varying objectives (11 stakeholders, 70+ conversations)
- importance of having an executive sponsor or coach to navigate the challenges and filter out the noise.
- The use of video production in a stakeholder presentation to stand out and quickly get all stakeholders on the same page
– understanding the client's perspective and aligning the narrative with their goals.
Connect with Kishan on LinkedIn:
https://www.linkedin.com/in/1kpat/
Thank you to OrgChartHub for Sponsoring this episode. OrgChartHub helps HubSpot customers get big deals done since 2018. Learn more at OrgChartHub.com/podcast
Timestamps:
:29 - Seller Background Kishan Patel Background
2:08 Deal Background: million dollar pilot for a large health insurer
05:39 - Challenges. Blockers everywhere you went. Oftentimes it was access to that information
06:45 - Buying Group Dynamics
08:48 - Creating a Video Production with Customers to explain the value narrative in the stakeholder meeting
11:38 - Biggest learnings and takeaways