Bold Calling

Orum
  • 5.0 (2)
  • TECHNOLOGY
  • UPDATED BIWEEKLY

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?

  1. APR 18

    From SDR to Sales Leader

    Featuring Kevin Nguyen & Brayton Riley Host: Adam Sockel | Presented by Orum Episode Overview In this episode of Bold Calling, we're joined by two standout Orumites who've made the leap from SDRs to sales leaders: Kevin Nguyen, now an AE, and Brayton Riley, now a Team Lead. Host Adam Sockel guides a candid and insightful conversation about their career progression, leadership philosophies, and the lessons they've learned along the way. If you've ever wondered what it takes to rise in sales, lead your peers, or just show up better every day—this one's for you. 🔑 Key Topics Covered Kevin's path from Orum customer to SDR of the Year and now AE Brayton's pivot from teaching to sales, and how she leaned on mentorship and mindset to scale Why neither originally planned to become leaders—and how they grew into the role The mental shift from focusing on individual goals to team-wide success The challenges (and rewards) of leading former peers How to maintain energy and fill your cup in a high-performance sales culture The impact of community, like Alluvians, on personal growth Tactical time management and daily routines that keep top performers sharp Advice they'd give to new team leads and SDRs today 💡 Memorable Quotes "I may be your lead now, but I'm your friend first. I'll take off the lead hat anytime you need." — Kevin Nguyen "You were put in this position for a reason. Step into what you're great at and own it." — Brayton Riley "There's no right way to lead. The best thing you can do is be the kind of leader you needed when you were starting out." — Kevin Nguyen "Sometimes a single Slack message can change someone's whole day." — Brayton Riley 🧭 Episode Timestamps 00:00 – Intro 01:20 – Kevin's story: from SDR to AE 02:35 – Brayton's transition from teaching to sales 04:00 – Did they set out to become leaders? 08:45 – The emotional transition from rep to team lead 12:30 – How energy and attitude impact team culture 14:00 – Finding ways to refill your cup 16:20 – Leadership advice that sticks: fail forward, ask for feedback 18:50 – The power of abundance mindset 19:30 – Structuring your time as an AE or team lead 24:00 – Helping the whole team win 27:30 – Leading former peers with empathy 30:00 – What they wish they knew when they first became leaders 33:00 – Wrap-up and gratitude   🔔 Subscribe & Follow Enjoyed the episode? Don't forget to subscribe, rate, and review Bold Calling on your favorite podcast platform. Share it with your team or anyone looking to level up in sales. 🎧 Available on Spotify, Apple Podcasts, and everywhere you listen.

    31 min

  2. MAR 11

    Enablement without the eyerolls with Colin Specter

    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. Final Thought from Colin "If you're just starting out with sales enablement, focus on impact. Identify the behavioral metrics you want to improve—whether it's connect rates, meeting rates, or win rates—and work backward from there. Enablement is about reducing uncertainty and equipping reps with the right tools at the right time." 🔊 Listen to the full episode now! 🎧 Available on Spotify, Apple Podcasts, and wherever you listen to podcasts.

    25 min

  3. FEB 25

    The ultimate SDR success guide with Arely Brattin and John Karsant

    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. Whether you're an SDR leader, a sales rep, or a sales enablement professional, this conversation is packed with actionable insights to help you level up your sales development game. 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. Hot Take: "Ripping off the band-aid" is crucial—getting reps on the phone fast leads to faster improvement. 📊 Measuring SDR Performance Activity vs. Revenue Metrics: Historically, SDR success was measured by volume (calls, meetings booked), but the industry is shifting toward revenue-driven results. Quality over quantity—fewer dials, but better targeted outreach. No-show rates and objection-handling improvements are now key performance indicators. Arely's Perspective: "You can book all the meetings you want, but if they don't show up or convert, you're not doing your job." 🎯 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. AI-powered chat tools (like ChatGPT) can help reps generate email templates and objection-handling ideas. 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. John's Reality Check: "If you're trying to cold call the C-suite at Bank of America, you're wasting your time." 🔮 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

    35 min

  4. FEB 11

    Calling with context with Ernest Owusu and Daisy Chung

    In this episode of Bold Calling, host Adam Sockel is joined by two industry heavyweights—Daisy Chung from Orum and Ernest Owusu from 6sense—to break down why context matters in cold calling. They share insights on using intent data, personalization, and AI-driven automation to drive better conversations and higher conversion rates. 🚀 Key takeaway: Buyers today expect more thoughtful, informed outreach, and sellers who call with context are the ones winning meetings. What You'll Learn in This Episode: ✅ Does context actually matter in cold calls? Ernest and Daisy debate the balance between preparation and execution. ✅ The difference between intent data and personalization—and how to use both effectively. ✅ How much pre-call research is too much? Finding the sweet spot between readiness and action. ✅ How AI and automation are reshaping sales prospecting—without removing the human touch. ✅ The importance of tonality and timing to build rapport fast. 🔥 Standout Quotes: 🗣 Ernest Owusu on context vs. no context in calls: "Having context allows you to break down barriers, personalize your outreach, and engage prospects differently. But you can still be a phenomenal cold caller without it—it's all about how you use the time you have." 🗣 Daisy Chung on making context exciting: "It's not just about knowing where someone went to school or where they work. It's about how you frame that context to make it engaging and relevant." 🗣 Daisy on AI and automation in sales: "AI isn't replacing reps; it's removing manual work so sellers can focus on having more meaningful conversations." 🗣 Ernest on building the right call lists: "You don't need to over-research—just know your persona, their challenges, and what's happening in their industry. That's enough context to open a valuable conversation." Resources & Links: 🔗 Connect with our guests: Daisy Chung on LinkedIn Ernest Owusu on LinkedIn 🔗 Mentioned in this episode: Orum – The Top Dialer for Sales Teams 6sense – AI-Powered Sales Intelligence 6sense + Orum Playbook: AI-Driven Calling Strategies 🎧 Listen & Subscribe! Don't miss an episode! Subscribe to Bold Calling on: 🎙 Spotify | 🎙 Apple Podcasts | 🎙 Google Podcasts | 🎙 YouTube Liked this episode? Leave us a review and share it with your sales team! 🚀

    33 min

  5. JAN 28

    Self-reliant sourcing with Nick Cegelski and Allie Brotherton

    In this episode of Bold Calling, Adam Sockel sits down with Allie Brotherton, Senior Sales Manager at Orum, and Nick Cegelski, co-host of 30 Minutes to President's Club and co-author of Cold Calling Sucks and That's Why It Works. Together, they dive into the increasingly critical topic of self-sourcing for account executives. From actionable tips to thoughtful strategies, this episode is a masterclass for any AE looking to take control of their pipeline. What You'll Learn in This Episode: Why self-sourcing is no longer optional for AEs in today's sales landscape. The importance of funnel math and setting realistic self-sourcing goals. The power of cold calling and how it complements email and LinkedIn outreach. How to use time blocking to supercharge your prospecting productivity. Practical advice on building referral pipelines that actually work. The value of preparing personalized small talk to build rapport with prospects. Tips for maintaining strong professional relationships over time. Key Quotes: Nick Cegelski: "Your success in sales is determined by the number of uncomfortable conversations you're willing to have." Allie Brotherton: "Get focused on finding the right types of accounts. Don't cast a wide net—target the ones with the highest likelihood to close." Nick Cegelski: "Referrals are an amazing way to generate new business if you treat them like another outbound channel." Allie Brotherton: "The best sellers have a plan for everything. They don't wing it; they prepare and stay diligent." Actionable Takeaways: Cold Calling Best Practices: Treat it like a workout: Focus on one intense block rather than spreading calls throughout the day. Use prime morning hours for calls and reserve afternoons for prospect list building. Stay consistent, even on challenging days—discipline is key. Referral Strategies: Be intentional: Prepare a tailored reason and draft a ghostwritten message for your champions to send. Regularly revisit closed-won opportunities and your champions' networks for warm leads. Treat referrals as a recurring prospecting channel with time blocked for this specific task. Time Management for AEs: Block time for both preparation and execution, keeping them separate. Swallow the frog: Start your day with the task you like least to free up mental space for other priorities. Be flexible: If the day gets disrupted, make up for lost prospecting time. Resources Mentioned: Cold Calling Sucks and That's Why It Works by Nick Cegelski and Armand Farrokh 30 Minutes to President's Club Podcast Connect with Allie Brotherton on LinkedIn Connect with Nick Cegelski on LinkedIn This episode is a treasure trove of advice for AEs navigating self-sourcing. Whether you're building lists, crafting cold calls, or asking for referrals, success comes down to preparation, consistency, and embracing discomfort. Tune in now to level up your sales game!

    38 min

  6. JAN 14

    Nurturing beyond the sequence

    Welcome to the latest episode of Bold Calling, Orum's award-winning podcast. Today, we're explore modern demand generation and the art of nurturing leads effectively with two demand generation leaders: Sarah Reece, Head of DemandGen at Orum, and Chris Miller, Head of DemandGen at Warmly. Key Topics Covered: 1. Redefining Nurturing Sarah's hot take: "Nurturing used to mean dumping low-quality leads into email workflows. Today, it's about resonating with your ICP and partnering with sales." Chris's perspective: "Nurturing is a continuation of the brand experience. It's about trust-building at every stage." 2. Why Nurturing Matters Marketing's role doesn't end at MQL—it's about maintaining influence throughout the buyer's journey. The importance of "above the funnel" nurturing: 93-95% of your audience isn't in-market at any given time. 3. Effective Nurturing Channels Sarah: "Your brand channels—podcasts, blogs, webinars—are the most effective tools for creating trust." Chris: "Nurturing is context-dependent. Tailor your approach to the prospect's journey." 4. Aligning Sales and Marketing The importance of collaboration: "Focus on the needs of the prospect, not departmental goals," says Chris. Sarah's approach: Let sales take the lead in nurture touchpoints to make engagement more personal. 5. Quick Wins for Better Nurturing Simplify: "Do less," advises Chris. Overcomplicated workflows often lead to poor outcomes. Personalize: Sarah suggests shifting from automated marketing emails to personalized sales outreach. Use the phone: Real conversations build trust and gather valuable insights. Top Quotes: "Good nurturing is just good marketing. Marketing's job isn't done at MQL or awareness." – Chris Miller "Once we know who a prospect is, we should treat them like we know them." – Sarah Reece "93-95% of your audience isn't in-market. Surround them with messaging for when their moment of need arises." – Sarah Reece Resources Mentioned: Warmly – A platform for full-funnel orchestration. Orum – The leading sales dialer for efficient and effective outbound calling. Connect with the Guests: Sarah Reece on LinkedIn Chris Miller on LinkedIn Enjoyed this episode? Share it with your network and subscribe to Bold Calling for more insights into sales, marketing, and demand generation.

    41 min

  7. 12/03/2024

    It's time to Hop(p) on the damn phone!

    On this week's episode of the award winning Bold Calling podcast, host Adam Sockel sits down with Kevin Hopp, founder of Hopp Consulting Group and CEO of Calling Culture, to discuss why cold calling remains a powerful tool in a world obsessed with automation and AI. Kevin shares his candid insights on the current state of sales development, debunking the myth that cold calling is a thing of the past. They delve into the nuances of outbound strategies, the role of AI in sales, and why businesses need to embrace a calling-first mindset for real human connection. Key Takeaways Cold Calling Renaissance: Despite AI and automation trends, Kevin argues that cold calling remains irreplaceable for genuine, high-value conversations. Smaller Budgets, Smarter Strategies: As outbound budgets shrink, teams are optimizing their approach by focusing on impactful cold calling over bulk outreach methods. Efficient Pre-call Research: Kevin believes most reps over-prepare, wasting hours on unnecessary details. The key? Know the core business problem and solution. Data-Driven Insights: Capturing and leveraging call outcomes—beyond just booked meetings—is essential for informing CRM strategies and account-based marketing. Future of Sales Development: While AI tools may evolve, they're not replacing the human element anytime soon. Sales is still about people selling to people. Memorable Quotes "Cold calling ain't dead. The more confusing outbound gets, the more valuable a straightforward phone call becomes." — Kevin Hopp "Reps need way less research than they think. Focus on the business problem and solution—it's all that matters." "The tools are getting smarter, but the human connection of a live conversation on the phone can't be replaced." Why Listen? If you're navigating the ever-changing landscape of sales development or wondering how AI will shape outbound, this episode is packed with actionable advice. Kevin Hopp's expertise is a must-hear for SDRs, managers, and sales leaders who want to embrace smarter, human-centered strategies. Resources Mentioned Hopp Consulting Group Kevin's TikTok-style sales tips on LinkedIn Connect with Us Host: Adam Sockel on LinkedIn Guest: Kevin Hopp on LinkedIn Presented by Orum, the #1 dialer for sales teams in 2025! Love the episode? Share it with your team and leave us a review! Want to dive deeper into sales development insights? Subscribe to Bold Calling for more conversations that matter.

    29 min

  8. 11/13/2024

    Michael Maximoff on the evolution of the SDR

    In this episode of Bold Calling, Adam sits down with Michael Maximoff, founder of Belkins, to explore the evolving world of sales development and how SDR roles are shifting amidst advancements in AI, automation, and omnichannel strategies. They dive into Orum's 2024 State of Sales Development Report findings, touching on the increased demand for SDRs, shifts in sales pipeline responsibilities, and the critical alignment of sales and marketing functions. Key Topics Discussed: The Changing SDR Role Michael shares insights on how SDRs are becoming growth specialists who strategically build omnichannel outreach strategies rather than relying solely on single channels. SDR roles are evolving into "GTM growth specialists," responsible for managing multiple channels to nurture leads more effectively. Omnichannel Outreach vs. Multichannel Marketing Michael distinguishes between true omnichannel strategies and basic multichannel outreach, emphasizing the importance of seamless, personalized customer journeys that guide prospects from awareness to conversion. The Power of the Phone in SDR Outreach According to Orum's report, 85% of sales leaders view phone calls as essential for building pipeline, with 70% saying over half of their pipeline results from calls. Michael adds that phone outreach works best when it's the third or fourth touchpoint after establishing prior contact through other channels. Balancing AI and Human-Centric Sales Strategies Despite the rise of AI, Michael argues that human-led sales strategies are more impactful, particularly for creating long-term customer relationships. He predicts a growing divide between companies that use AI for efficiency and those prioritizing genuine customer connections. Optimizing SDR Teams and Specialization Michael explains Belkins' team structure, which includes lead researchers and SDRs working in tandem to ensure high-quality outreach. By specializing roles, Belkins maximizes efficiency and effectiveness, allowing SDRs to focus on engaging leads without being bogged down by list-building. The Future of Sales Development Michael forecasts that SDRs will increasingly contribute to strategy development alongside traditional outreach. The demand for nuanced, high-impact touchpoints will only increase as companies navigate growing volumes of outreach driven by automation. Key Quotes: On Omnichannel Outreach: "Omnichannel isn't just using multiple channels; it's an integrated, step-by-step approach where each touch builds on the previous engagement, creating a seamless customer experience." On the Role of the Phone: "The phone is incredibly effective, but it shouldn't be the first touchpoint. Using it as a third or fifth touchpoint after nurturing leads through other channels makes conversion rates three to five times higher." On the Importance of Human Sales: "With AI, we're seeing a rise in volume over quality. Brands that build real relationships with prospects and foster strong teams will ultimately stand out in a market flooded with automated outreach." Connect with Michael Maximoff: LinkedIn: Michael Maximoff Podcast: Belkins Podcast on YouTube Email: michael@belkins.io Tune in to this episode for a comprehensive discussion on the modern SDR landscape and how sales teams can leverage both technology and human touch to create impactful outreach in today's market.

    34 min
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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?

Information

  • Creator
    Orum
  • Years Active
    2024 - 2025
  • Episodes
    22
  • Rating
    Clean
  • Copyright
    © 2024
  • Show Website
    Bold Calling