Sales Onboarding at Hyper-Growth Companies: Key Learnings from Autodesk, Google, LinkedIn and Zenefits

sales_onboarding_aurodesk_google_linkedin_ZenefitsLast week I attended the

Onboarding 2025

event in San Francisco at the beautiful

Autodesk Gallery

where Sales Enablement leaders from some of the top companies in Silicon Valley shared their sales onboarding plans and their experiences in what proved to be an extremely productive discussion.

Here are part 1 of the key takeaways from each session. You can find part 2 here.

Autodesk: Julie Sokley, VP Global Sales Operations

Julie gave a great overview of the challenges she faced when taking over Sales Ops at Autodesk. She had to enable a team of over 250 sales reps globally. Her approach followed three key elements: Processes, productivity, and people.

Focusing on the “people” element, she established a sales methodology, built out a hub-based selling approach and created a sales onboarding program.

Key Learnings:

  • Think about structuring your sales onboarding into three phases:
  1. Before you join
  2. While you are here
  3. After onboarding
  • Pre-work is important. Autodesk gives new sales hires 50 hours of pre-work.
  • Autodesk transitioned from product-based selling to pain-point selling, which contributed to their growth. How are your teams approaching selling situations?
  • Don’t send sales reps data, send them stories. This was a critical takeaway as we sometimes get so focused on data that we forget that you need compelling stories to change sales behaviors.
  • Focus on the “why” of training, not the “what”. This will help you get executive buy-in and involvement in sales onboarding.

Google: Jen Bradburn, Sales Training and Development Lead

For the past ten years, Jen has led sales training programs at Google for different groups. During her presentation, she explained how she has changed the sales onboarding for new Google sales reps from a pure online and self-serve experience to interactive and case-study based training. The use of real scenarios during the onboarding program has helped prepare and give reps the confidence they need to work on deals as soon as their onboarding is over.

Key Learnings:

  • Use real sales scenarios and make them interactive case studies for the reps, so they can apply the theory into real sales situations.
  • By overloading the reps with the information they would face in a live selling scenario you can simulate what they would encounter in real life and assess their selling skills.
  • Reps face many surprises in real life, so how can you add those dynamics during onboarding? Google reorganizes the teams going through onboarding so the reps have to scramble and form new teams as they work on case studies which mimic challenges they will have in real situations.
  • Google has designed their sales onboarding with a mix of 50/50 instruction and practice. Find the right balance for your organization.

LinkedIn: Amy Borsetti, Global Director of Sales Effectiveness; Naomi Davidson, Sr. Operations Mgr of Sales Effectiveness; Thomas Igeme, Sales Effectiveness Strategy & Innovations Lead; Jade Bonacolta, Strategy, Innovation & Analytics Associate

Four people from LinkedIn led an incredibly interesting session focusing on data-driven sales coaching, which aims to address the most important question in everyone’s mind:

Are sales reps truly ramping effectively?

Amy had a great slide that said:

“Successful onboarding calls for mutual accountability across sales effectiveness and sales managers”

She talked about the importance of involving sales managers during onboarding and beyond. The new sales onboarding at LinkedIn also has a different approach, focusing on five phases:

Phase 1: Structured pre-work

Phase 2: Classroom-based simulation

Phase 3: Role-based sales clinics and leader-led series

Phase 4: Sales coaching

Phase 5: Success program for under-performers

They also have an interesting approach in which they talk about “Learning Quota” (Phase 1 and 2), “Behavioral Quota” (Phase 3) and “Sales Quota” (Phase 4 and 5).

But the most impactful change the team at LinkedIn did was related to sales coaching. They deployed a “Coaching for Gold” program to train sales managers on how to coach. It explained why to coach, how to coach, and who to coach. They also taught managers the difference between teaching, coaching, and mentoring and implemented a tracking tool to help them record and track their coaching sessions.

Key Learnings:

  • Approach your onboarding program with the different types of quotes in mind and create KPIs for each phase. You want to identify reps that are not going to be a good fit early on.
  • Focus on your B players. LinkedIn saw the best results in terms of lift in performance from their B players.
  • Managers should prioritize coaching efforts and identify the reps who need the most. In fact for reps that received 3 or more coaching sessions on the same competency the lift in quota attainment was up to 14% more than before. That’s a huge impact on revenue.
  • Identify what are the core competencies every rep needs to master and document it and measure how each one impacts results.
  • Build a culture of coaching at your company starting with senior level executive sponsorship so that it becomes a habit for all sales managers.

Zenefits: Elizabeth Pierce, Director of Training and Enablement

Elizabeth walked us through the sales onboarding program at Zenefits and the technology they rely on to get reps up to speed. From pitching, flashcards, quizzes, and more, the sales reps are fully supported by a variety of technology tools that help them ramp up faster.

At Zenefits she implemented a 70:20:10 learning model that splits the time reps spent on different learning activities:

70%: Experience (immersion, experiential learning, learn and develop through experience)

20: Exposure (social learning, learning, and development through others, feedback, and coaching)

10%: Education (formal learning, learning and development through structured courses and programs, in-house and outsourced training and e-learning)

Key Learnings:

  • Leverage the technology your reps are comfortable with. At Zenefits most of the new hires are millennials and use SnapChat, so they created specific training that leverages the platform the team is comfortable with. It also has the added benefit of giving them 24 hours to see and act on a video or other training component. Very creative!
  • Link sales reward with certification. By linking opportunities in SFDC with sales certification, they ensure reps can only see sales opportunities if they keep their sales certification up to date (as soon as their certification expires, they lose visibility into new opportunities).
  • Ramp time needs to match the company’s stage. Startups can’t wait 9 months for a rep to be fully ramped. Your ramp time needs to acknowledge your company’s stage in growth and lifecycle.
  • Use ongoing assessments in the form of short quizzes to keep reps on top of their game and share the data with the sales manager so they have full visibility.

In conversation with Jeremy Powers on Sales Enablement at MongoDB

 

MongoDB sales enablementThis post is based on a podcast on MongoDB’s formula for sales enablement success. You can listen to the entire podcast

here

.
MongoDB is the database for giant ideas. It offers the best features of traditional databases while providing the flexibility, scale, and performance that modern applications require. It is known for helping its customers gain a competitive advantage by leveraging information and technology. It helps customers reduce their risk for mission-critical deployments and accelerates their time to value, enabling them to bring new and interesting apps to market faster. It also dramatically reduces the total cost of ownership across an organization by harnessing the innovations of the NoSQL world and maintaining the core tenets of relational databases.

The company is expanding globally and hiring new sales staff to keep up with its phenomenal growth trajectory. It is seeking more enterprise-ready salespeople to help more organizations leverage their product to scale faster and achieve success.

Maintaining sales effectiveness is a challenge

The key challenge MongoDB faces as it scales is maintaining the effectiveness of its sales team,

“We have to have a very effective onboarding program and support sales to be more effective, be more productive. That’s the main goal and that’s our focus,”

outlines Jeremy Powers who heads up Sales Enablement for the company.

“The goal is to provide the sales team with an in-depth understanding of the industry, our customers, our technology and our solution sets. We then build upon that baseline and knowledge to equip our reps to consistently qualify for opportunities and getting and setting great meetings with the right people. Then ultimately prepare them to engage in highly effective, highly valuable conversations with prospects.  Ultimately we want to arm our sales team to not only differentiate themselves based on what we sell but also based on how they sell and how they interact with the customer. We want to provide an environment through our onboarding program where they can practice these things and really receive feedback, valuable feedback as part of the process,”

explains Powers.

Onboarding, advanced training, and analytics are key to sales effectiveness

MongoDB has taken a three-pronged approach that leverages technology to maintain and improve the sales effectiveness of its sales team.

Onboarding sets the baseline

MongoDB has established a 30, 60 and 90-day onboarding program. In their first month, new hires attend a week-long boot camp. Prior to attending the Bootcamp the new hires use Mindtickle to read up on pre-work so they have a baseline knowledge before attending in-person training.

“We have tried to put participants in the best possible position to succeed and get the most out of the training, the pre-work really provides a great foundation upon which they can build,”

explains Powers.

“It introduces new folks to all kinds of things: the industry, our customers, what we sell and how we sell it. It’s a very comprehensive program that also allows them to do missions that are really effective and provides an opportunity for sales reps to really try things on, have them record themselves delivering a customer success story or proof points.”

Mindtickle is then leveraged to deliver follow-up courses and advanced training, along with new product releases and information to keep sellers up to date.

Advanced sales training brings in real-world learnings

Everyone undertakes advanced sales training within their first 6 months. This is a three-day comprehensive deep dive that builds on their onboarding and learnings from the real world. This boot camp style training is delivered by a cross-functional group that includes executives, sales leaders, product marketing and the sales enablement team.

“We’ve really made the choice, as a company, to make a significant investment in our time and our resources, in order to provide a great development opportunity for our sales team. In fact, we ran the numbers on this and we spent over 6 times the industry average on developing our sellers and that is something we are really proud of,”

explains Powers.

Mindtickle is leveraged again in the advanced training to deliver relevant content, conduct missions and deliver feedback to management and the sales enablement team.

Accountability and constant evaluation keep the team on track

To help keep reps accountable MongoDB leverages Mindtickle’s functionality.

“We really believe in setting clear expectations and a standard of accountability and this like anything else really starts with the sales leaders. We refer to it as leading from the front,”

explains Powers.

“When we look at performance to really evaluate how can we move the needle with specific sales teams and sales reps, objectively we have been able to gauge the degree to which folks really understand and complete the pre-work and quizzes through Mindtickle. We can leverage things called missions in which we have reps record themselves delivering customer success stories that they learn or delivering a standard pitch. We get feedback and managers can also see how someone’s tracking.”

“In Bootcamp we have an entrance exam to kick things off and the much anticipated final exam towards the end of the week. These things give us a really good sense of, Is this sinking in? Is it sticking?”

explains Powers.

“There is a feedback mechanism that we have in place to capture all this data and anecdotal stuff as well, and then feed that into the follow-up process. In terms of adoption and reinforcement, we leverage Mindtickle in a spaced learning concept keeping the contents and concepts top of mind.”

New hire ramp-up time has reduced from 11 to 5 months

This comprehensive program has really started to deliver results for MongoDB, allowing them to reduce their ramp-up time for new hires from over 11 months to just 5 months.

“I think the thing that really set us apart is being able to identify where people are struggling, giving them the support they need, and keeping things recent and relevant. Staying up with new things, new and interesting and great things that we are releasing in the product that address more and more customer problems. Helping them to achieve business outcomes and really being able to attach to that and enable reps to have great conversations. We really find that this process dramatically improved our onboarding,”

explains Powers.

By using the data within Mindtickle MongoDB has been able to provide data to its managers that give them the ability to really focus in on how to improve the effectiveness of each individual rep.

“The great part about it [Mindtickle] is that we are able to take all the data points like the exams and the minor feedbacks from the final presentations and really give managers some great direction. Hey what are the key things that you need to focus on, where are the knowledge gaps, and really equipping and arming them to have a great targeted approach in how they coach and develop their teams,”

explains Powers.

[Podcast] How Qualtrics has Created a Customer Centric Approach to Sales Enablement with Charlie Besecker (Episode 6)

Listen nowto hear how Besecker has created a customer-centric perspective to sales enablement to Qualtrics.

In this 16-minuteinterview Besecker outlines:

  • How to put customer experience at the core of your sales enablement strategy;
  • What a “white gloves” onboarding experience includes; and
  • How to improve the sales enablement experience of your reps.

To download or subscribe to the Sales Excellence podcast login to Soundcloud, Stitcher, iTunes or find it here.
Qualtrics sales enablementOne of the mistakes that a lot of companies are starting to kind of fall into is really just death by complexity,” observes Charlie Besecker.
As head of Qualtrics’ global enablement function, his focus is simple, “You’ve got a group of insanely engaged, motivated, ambitious people that are smart and angry. What can we do to make this entire process more efficient and ultimately more effective?”
Qualtrics is the leading customer experience software, and it lives and breathes its customers first approach right down to how it enables its sales force. “Our success is directly correlated with the satisfaction of our customers. We don’t succeed if they don’t renew and if they don’t love our product and love the experience they have with Qualtrics then they won’t renew. And so that’s why we don’t really talk about Qualtrics’ success in sales without the other being the success of our customers,” explains Besecker.
This approach permeates all aspects of its enablement strategy from professional development to the onboarding experience of its new hires. Besecker has termed the latter a “white gloves” experience. “The whole white gloves concept is really akin to some of the finest hotels that you can visit, where we are attempting to anticipate that wants and needs of our new hires before they realize those needs themselves.”

In Conversation with Avalara on Sales Enablement

 

Avalara sales enablementThis post is based on a podcast on Avalara’s five levels of sales certification. You can listen to the entire podcast

here

.

Avalara is the leading provider of sales tax compliance technology. The company has been growing aggressively, achieving an average growth each year of between 40% and 60%. Its sales team has become increasingly complex as it has grown; 325 salespeople are located across the 3 major offices in the US, internationally in Europe and Asia, and with some remote roles working from home offices across the country.

There are five distinct sales roles within the sales team that each have their own unique challenges.  The diversity of the team adds to the complexity of their sales enablement requirements.

According to Chuck Marcouiller, Director of Sales Learning,

“Avalara aspires to have the most successfully, highly skilled sales force in the software as a service technology sector. For us sales excellence really is having a marketplace leading highly capable sales force, creating customers at a rate that meets or exceeds our growth plan. For us, sales enablement is providing the training and tools that meet the salesforce’ needs to meet the needs of our customers and adapt to the ever-changing marketplace dynamic.”

Avalara faced three challenges when enabling its sales teams

When Marcouiller first started the business two years ago he was faced with several challenges.

The onboarding program was inadequate

The onboarding program was originally just a week-long course. It was conducted in person and supplemented with periodic webinars. This was not sufficient to convey the necessary knowledge, engage the sales team and ensure that they remembered and could apply the messages.a

Building progressive sales skills

The business has identified different core competencies that they required from their sales team. These include marketplace skills, business acumen, sales skills, product skills and knowledge of their sales tools. Avalara’s challenge was finding a way to progress their new hires through the different levels of competency so that they could become capable and consistent sales performers.

Creating consistent messages across multiple sales teams

Managing five different sales forces with different skill sets and needs is challenging. But the key enablement issue is making sure that each team had the same look and feel from a customer perspective. This consistent messaging was considered essential to the business’ success.

The technology was key to solving Avalara’s challenges

Avalara implemented several initiatives to achieve its goals.

Use technology to engage the team in learning

“One of the first things that I knew that I had to implement two years ago was a sales enablement platform or a technology tool that would allow us to efficiently capture and deliver learnings in bite sized nuggets, meaning somewhere between a YouTube video and a Ted talk. Because great sales people are, I’ve found over time and include myself in this, are attention deficit children. You got to keep it short, sweet and focused otherwise we’re going to lose interest,”

reflects Marcouiller.

With these requirements in mind, Avalara chose Mindtickle for its ease of use and ability to deliver updates and information in quick and easily digestible formats, including audio and video.

“It’s far more efficient to have an online video that people can use to learn the base concepts then to run small classes that meet everyone’s schedule. Humans are the most expensive component and we adopted a phrase of “record once, learn many times to then only get a chance to sit in front of a live instructor,”

explains Marcouiller.

Implement five levels of competencies

The next step was to implement a learning program that met their needs, progressing sales people through Avalara’s competencies.

“We’ve developed 5 levels to certification,”

explains Marcouiller.

“The first level is when something is brand new the most efficient way to teach someone or help share information to someone is through a recording. Because we learned from study after study if you make a learning module somewhere between a YouTube video and Ted talk people will sit down and learn when they have the ability to learn, and it’s a great way to get the information out. If they want to refresh they can go back and hear the recording at any time.”

This is delivered to sales reps on their mobile devices via the Mindtickle app.

“The second level is after you put the sales enablement course out there, you have to have a test to make sure that they learned and were actually paying attention to the course and they got the key learning objectives,”

explains Marcouiller. He chose Mindtickle because of its ability to conduct tests online that reinforce the key learning objectives of the course.

Only once the test is passed is a rep considered ready for live instruction. “

Because sales is a contact sport we want to make sure that our sales people can take the learnings, be it the product or sales skill, and actually execute it and use it. So what we wanted to do was have an online testing tool. In order to be able to test this process and make sure we could listen to their talk track, see their demos, listen to their ability to handle objections, and then have them rehearse that and then evaluate that,”

he continues.

Mindtickle was chosen for its role play capability so reps could demonstrate their demos and objection handling. Detailed analytics allows the sales enablement team to identify which reps are competent with the material and whether any are struggling with some parts of the course and require additional time or support.

Once an individual has passed this phase they’re ready to do a live role-play in front of their manager. Once they’ve passed this stage they’re ready for the final stage and are certified to sell. This process has ensured the consistency of their sales team

Avalara is a leader in leveraging sales enablement for its competitive advantage

By leveraging technology for its sales enablement initiatives Avalara now has an onboarding program that engages its new hires while bringing them up to the requisite level of baseline knowledge quickly.

Each member of their sales team also has a clear path to progress their learning and management has an objective method of determining when an individual is ready to sell thanks to their five-level certification program.

Finally, everyone sings from the same song sheet at Avalara, regardless of the product or customer they are selling to. This means they portray a consistent and robust message to customers and prospects, clearly articulating the value of their product.

In Conversation with Cloudera on Sales Enablement

 

sales enablement clouderaThis post is based on a webinar on how modern sales organizations leverage sales enablement for their competitive advantage. You can listen to the entire webinar

here

.

Cloudera is an open-source data management and analytics platform. Cloudera has enterprise customers in every vertical market including financial services, public sector, telecommunications, retail, and healthcare. The company has been scaling rapidly, and in just three years has grown its sales operations from a team of 11 reps based in North America to almost 200 reps globally. Supporting the sellers is an additional team of over 150 sales engineers, solution architects, business development and customer-facing staff.

As Cloudera’s sales team was growing rapidly it was experiencing several challenges that fell into two broad categories:

Consistent Messaging

With so many sales reps, one of Cloudera’s biggest challenges was conveying their message consistently and efficiently.  This was compounded by market and product issues, as Drew O’Brien, Field Operations noted,

Cloudera is in a market that’s changing very rapidly on so many different levels. The market right now is very, very hyped and as a result, you have all these different companies entering the market. They all have mixed and often conflicting messages, so how do you come up with something that resonates and cuts through the noise. Because we deal in open-source technology, the product changes rapidly because it’s developed by a worldwide pool of developers from all different walks of life, so things change very fast on that front. Now you add on top of all that rapid hiring, it’s extremely challenging to be crisp and clear.”

Onboarding

While Cloudera had a basic onboarding program in place, like many companies, they relied heavily on marketing to undertake many of their sales enablement activities. As the team grew it became apparent they needed a structured process to onboard sales reps to be as productive faster.

Sales enablement investment

Cloudera has invested heavily in sales enablement resources and put together a formidable team. This made all the difference according to O’Brien,

Investing in it [sales enablement] early, making that investment in the supporting infrastructure for our sales people while building a foundation rather than after we’ve built the house already was something that we did earlier than most companies do and it saved on a lot of things for us. Secondly actually building formal infrastructure and not relying on marketing and random half-hearted webinars and weekly web access at the end of our training.”

To help create their value proposition Cloudera put together a cross-functional team of sales and marketing leaders and business development individuals over a three-week process. Lars Nilsson, VP Global Inside Sales explains, “

Together we came up with an entire kind of value framework for how do we talk about what it is we do, the problems that we solve, and companies in different segments, whether they be different revenue segments or different industry, verticals or different geographies.”

If you involve all of those parties in the development process, in the creation process, they feel like, in many ways, they’re part-owner of it. And for sales teams, driving an option is a matter of getting it started and then, if you can show success and you can actually demonstrate that this indeed does make their lives easier and helps them be more effective, then it kind of begins to gain its own momentum. Because we involved marketing and product management and all those different account executives in the process, it became much easier for them to understand what it was we were doing,”

clarified O’Brien.

Following this process the business then developed assets and content in various different forms, that was disseminated and communicated so that alignment could occur. The alignment resulted in a common message that everyone in the sales team could use when talking about the business, its products and value.

Cloudera leveraged Mindtickle to elevate the readiness of their field sales team and provide them with the right information at the right time. “

You can’t have a field sales team be effective if you’re trying to give every little piece of information to them and have a rep know absolutely every little thing about your products and market. The exercise of readiness is acting like a filter, distilling what’s really important from a selling perspective.  What do reps really need to know, and make sure they know that and nothing more. If they need more than that, they can learn it as they need it or they can call another resource. That’s why you have systems engineers, professional services people and product managers so that when the time is right, you can bring in additional resources to help you out. So involving everybody in the process just helps solidify the mission, the goal, everybody’s on the same page, and for us, it’s been very, very effective so far,

” explains O’Brien.

More effective onboarding

While Cloudera already had a sales onboarding class in place they identified a need to make it more robust for their new hires. Krista Wiederhold, Sales Enablement Coordinator explains, “

We looked at

ways of improving it to be more effective, making it more engaging and role-based, moving a lot of the lecture to the first 30 days. So for us, we were kind of just grabbing what we already had in place, and making it better.”

Being able to leverage technology was key to taking their onboarding program to a new level. Cloudera uses Mindtickle to prepare their reps for boot camp Nilsson explains, “

Because we have offloaded or off-boarded a lot of the content that our sales reps usually get during that week of onboarding training, we bring in people from all over the world to our corporate headquarters for this week-long onboarding. We have put 3 days of content into the pre-work in the form of videos and on-demand instructor-led video content, so when they come to Palo Alto we have a lot more time to do role plays, live presentations, and whiteboard, where they learn the content and retain it. For me that was a huge value add-in, just taking all the content you have and allowing your reps to consume it before they come.”

“Using Mindtickle we get feedback from employees, specifically there are ways to do polls and collect feedback in terms of what content’s helpful, what they need to learn next, so that’s the way we gather information from the field to test its effectiveness. Within the system, we also pull analytics and other metrics we can use to see how effective the enablement efforts we’re putting forward are working,”

continues Wiederhold. “

We can see how fast a rep is coming up to speed on particular topics. Being able to look back at the courses that they completed, exams we ran in Mindtickle or to really test them for the areas that they may need a little bit more help on. So we really look at it to get more insight into how we’re revving them up or how fast it takes them to close a deal, get their first meeting or assess them on areas of our product that they may need more education on. We look at the course analytics as well as how long it takes them to close a deal or land a meeting.”

Achieving objectives

The technology was key to Cloudera’s solution according to O’Brien, “

Invest in technology, like Mindtickle or something like that, to actually structure your programs and enablement practices in an organized way and that just methodically covers everything that you need to cover.”

Using a technology that can perform multiple functions in the process certainly made the process easier for the sales enablement team according to Wiederhold,

“Investing in systems that are going to help you accomplish and teach the field and make it easier for to meet them where they’re at. Also pick a tool that’s going to have integrations from a learner perspective, and that you can modify and make it a lot easier to consume materials. We personally use Mindtickle for onboarding as well as ongoing enablement.”

Technology has also played an important role in reporting and analytics for Cloudera. Mindtickle has enabled the sales enablement team to look at what their reps are doing, what courses they are watching and then reporting back to management on this.

When you see these reports, and they stack rank in the different regions, and the different segments by how many of their reps have completed versus started versus not started. That sends the message loud and clear to the field and everyone who has a stake. If you are a manager and you see yours at the bottom of the stack with respect to your reps learning one of our key new values drivers, then we’re providing a tool for our leaders to manage their teams. They can then go ahead and make sure their reps get the training,” continues Nilsson.

A final area where technology can really be leveraged is in certifying and testing reps. “

Most recently we’re rolling out certifications. We’re building courses on a particular topic and certifying the field on that course with an exam, or making them do a pitch presentation,”

explains O’Brien.

Results

Now we have a common framework and a common set of messages that 200 individual contributor sellers and the extended teams of sales engineers, solution architects, business development, inside sales, we’re all singing kind off the same hymn sheet, when it comes to who we are, what we do, and the problems we solve and the stories we tell,”

exclaims Nilsson.

 

“So when we’re out there, inspiring and teaching, it all sounds the same, from the CEO down to one of my SDRs. Today there’s a lot of excitement globally, just to be able to share stories because we’ve all have common terminology, language, and value drivers. It’s actually a wonderful place to be. Took us a while to get here, but now we feel poised as this very fast moving company that wants to continue to do that. We have a lot of hopes and dreams here at Cloudera and we definitely feel poised to be able to do that with all the things that we’ve invested in and around sales.”



5 Tips for Creating a World-class Sales Kickoff

world class sales kickoffI’ve had the opportunity to attend the sales kickoff and annual sales meetings of some of the best companies in the nation and have witnessed first hand what makes a sales kickoff (SKO) world class.
Whether you only have a dozen reps or a sales organization of hundreds of employees, the following five key takeaways are worth thinking about as you plan your own sales kickoff.

Tip 1: Pre-SKO preparations help set the tone

One of our clients had their COO record a 1-minute video on why the sales reps should be excited about the upcoming sales kickoff. This was followed by SKO pre-work sent by different teams (marketing, product, sales engineering, etc.) to help sales reps prepare for what was going to be covered during the SKO sessions.
As a result, energy levels were high leading to the sales kickoff, and some companies reported that over 90% of their employees had engaged with the pre-SKO content before the first day of the event. I can’t emphasize this enough – the pre-work leading to the SKO was a great way to get everyone excited about the live, in-person event.

Tip 2: Have a theme to drive the message home

Marketing folks know that a cohesive theme can help deliver an impactful message. Much like having a theme for sponsored trade shows, having a specific theme for a sales meeting can help create the right environment. For example, one of our customers had a theme “We Will”. Not from the Queen song “We will rock you” (although there was a hilarious opening session based on it), but for the meaning of the word “will” which communicates that the company is rallying around an aggressive growth plan. This theme of “will” as an action (as in “I will”), as an attitude (as in “willpower”) and as a statement (not “try” but “will”) was used and referred to throughout the event.

Tip 3: Make sure to add opportunities to socialize

At the end of each day have a social gathering, preferably at a different place, with plenty of drinks, food, and entertainment. You don’t have to overspend to create a quality social event if you pay careful attention to the venue, service, and food. These evening occasions can help put different teams together, remote employees finally meet their co-workers, and executives spend time with people they typically don’t meet on a daily basis.

Tip 4: Look for ways to reinforce your message and learning

As you plan the sessions for your sales kickoff, make sure it is contextual for your sales reps. Invite reps to relevant sessions based on what team or group they belong to (some sales engineers and salespeople may have different sessions). But it isn’t enough to just break people up, the content delivered is more impactful if it includes:

  • Tailored pre-reads for each session to the audience
  • Making sure all the presenters are experts in their particular fields
  • Leveraging technology to help deliver information, motivate people, and help them remember afterward;

For example one of our customers used the Mindtickle mobile app to push out the session slides to all mobile devices. They followed it up with quizzes and polls to measure feedback and engagement from the team. More importantly, each content, quiz, and the poll had points associated and the more a person participated the more points they earned.
These points translate into a digital leaderboard that was updated and shared daily. This got reps more engaged and drove up participation during and after sessions, helping maintain the energy throughout the SKO.

Tip 5: Focus on alignment and energy

Sales kickoffs are a good opportunity to align the team for the coming quarter or year’s strategy. While this is important, it’s critical to combine strategy with energy.
Time a strategy session towards the end of the event, to help reinforce key messages from the top ranks about where the company is heading, the market opportunity, and key wins. Throw in plenty of awards and recognition for the top sales reps and lead into a “grand finale” that gets everyone energized and ready to start the year strong.

Your path to a great SKO

As you plan your own SKO think about your overall goal, how to tie everything together with a theme, and ways to keep your reps engaged throughout. There is one more thing to think about – what to do post-SKO.
One final piece of advice would be to keep the momentum going after the event by continuing to engage with the team. Give employees access to videos shown during the event, additional footage that was not shown at the event, and any other relevant content. It is never too soon to start thinking about your next SKO and I hope this blog has given you some good tips.
To learn more about planning for a successful sales kick-off meeting check out this eBook and webinar on 5 SKO best practices that are proven to work.

ForeScout Combines Technology & Role Play for Successful Sales Onboarding [Podcast, Part 3]

In this 7-minute

interview Capovilla outlines:

  • How ForeScout’s 30 – 60 – 90-day onboarding program is structured;
  • What the pitch back is and how it’s used to keep new hires on track;
  • Her advice to new sales enablement directors on how to build an onboarding program from scratch; and
  • How ForeScout has leveraged technology in its onboarding.

To download or subscribe to the Sales Excellence podcast login to

Soundcloud

,

Stitcher

,

iTunes

or find it

here

.

forescout sales onboarding

The best way to learn is to have the trainees apply concepts to real deals so we have them do teach back concepts. We do a lot  of these role plays where the trainees have to present what they’ve learned to their peers and it’s through that collaboration that the learning really starts happening.”

Renee Capovilla, Director of Sales Enablement at ForeScout, is reflecting back on what has been critical to ramp up their new sales hires quickly.  “Our goal is to really pack those first 90 days with a lot of learning and effective training and then get them out into their territory. But it’s about month six to nine that they start hitting their productivity targets.”

Ramping up new sales hires so quickly is no mean feat and Capovilla puts it down to a combination of effective learning and smart use of technology. “You want to know how they are using [their learning] on a sales call and the only way you’re going to know that is if they tell you. So the pitch back is so important for us, to hear what they are going to say when they get to the customer, a great way to reinforce the learning through listening,” she says explaining the importance of online role plays.

When prompted to explain her secret to success she offered humbly, “I think what I might have as an advantage is the fact that I enabled the technology sooner rather than later. Don’t feel intimidated to add technology early on, because it won’t just help with the cycle time.”

How ForeScout Achieved Sales Delivering a Consistent Pitch [ Podcast, Part 2]

In this 5-minute

interview Capovilla outlines:

  • What their 30 – 3 – 30 corporate pitches are;
  • What is covered in ForeScout’s corporate pitch certification program; and
  • How their scorecard works to ensure all their new reps are on the pitch.

To download or subscribe to the Sales Excellence podcast login to

Soundcloud

,

Stitcher

,

iTunes

or find it

here

.

sales excellence forescoutAs Director of Sales Enablement at ForeScout, Renee Capovilla was set an ambitious goal. “The goal was that when asked about ForeScout and what ForeScout did –  a consistent message would come out. And so we have this corporate pitch program which serves as a framework to which we present our capabilities, our differentiators and our value to our customers.”

Capovilla not only took on the challenge but developed a company-wide corporate pitch certification program. But this isn’t just a quick elevator pitch. It’s a detailed three-part process that all sales reps are required to be certified in within their first 30 days.

“It enables that discussion around the security buyer’s challenge, we present use cases, the current infrastructure gaps that could be occurring and then we help walk the customer through how Forescout can uniquely address each one of them.

It’s really more than just a pitch. It’s taking our customers on a journey of our security platform.”
Listen now

to hear how Capovilla introduced and implemented a company-wide corporate pitch certification program.

ForeScout Turns A Players into Superstars with Sales Playbooks [Podcast, Part 1]


In this 12-minute

interview Capovilla outlines:

  • The  6 core elements to ForeScout’s sales excellence
  • How their sales playbook helped the business scale
  • When is a good time to develop your businesses playbook
  • What your sales playbook should include

Listen now

to hear how Capovilla has used their sales playbook to turn A Players into Forescout superstars.

To download or subscribe to the Sales Excellence podcast login to

Soundcloud

,

Stitcher

,

iTunes

or find it

here

.

Forescout sales enablement“The goal of a sales playbook is to capture and certify what your top performers are saying, asking and doing at every stage of the sales cycle.”

Renee Capovilla is Director of Sales Enablement at ForeScout and she came up with the concept of a sales playbook when she was a one-person team looking to scale their sales team quickly. She’s since taken the playbook and created the company’s own ‘sales university.’ Core to the sales playbook is the sales process.

“The sales process has to be the representation of your top performers so it’s going to be as detailed as it needs to be to capture what they are doing, saying and asking,”

explains Capovilla. “The playbook’s main objective is to drive excellence throughout the sales process. The playbook begins at the onboarding program. It’s the basis for developing the university courseware and the reference coaching guide that drives our overall process and best practice application post the onboarding experience.”

“Our sales playbook has enabled us to give clear direction and guidance on what the rep should do say, do and ask it at every stage of their sale cycle, replicating the best of the best.”

How Field Sales Enablement Differs from Inside Sales Enablement

Sales Enablement needs of field reps are far more complex than that of inside sales teams. Inside teams are in close proximity to their managers and mentors. Field reps, more often than not, are left to their own devices to ensure their readiness to close a deal.

Difference_between_inside_sales_enablement_field_salesKnowledge baselining and message calibration

For large events such as onboarding or a new product launch, businesses often prefer to interact in person so field reps are flown in, taking them away from valuable selling time at considerable expense. As inside teams are often located in the same place, these initiatives still require an investment of time, but it’s generally far less disruptive than for their field counterparts.

It’s one thing to fly reps in, but to then convey a large volume of information and expect them to digest it, take it back to the field and apply it is a big ask. The forgetting curve kicks in if there is not adequate reinforcement, which often means the new knowledge isn’t applied in sales conversations. As inside reps are in close contact with their peers and their manager, there is more opportunity for these issues to be identified and addressed quickly. That’s why it’s more important to consider how to make baselining and calibration more effective for field sales teams.

One way that’s proved to be effective, while also making use of the valuable time in the office, is to use a

flipped classroom

. This approach allows you to actually calibrate and get the reps on the message rather than just talking them through it from a lectern. Where it’s possible, like before a sales kickoff, you can even give them some pre-work so they already have some background knowledge before attending the sessions.

Refreshing

To overcome the forgetting curve refreshing is important for both field and inside sales reps, and the same techniques are effective for both teams. The main difference for field sales reps is that the way the information is reinforced needs to fit in with their work day. This is where leveraging technology that enables reinforcement initiatives to be mobile is helpful. The technologies can be applied just as readily to inside sales, which makes it more efficient for the sales enablement team as well.

Communication

Because field reps are often physically isolated from their colleagues and managers, communication plays a crucial role in their sales readiness. And when you’re communicating something you want to ensure that every update is applied to sales conversations in a consistent way across the region. Because sales managers can’t have these conversations in person with their field reps technology is the best bridge to meet this challenge. But before turning to technology, it’s important to have clarity on what type of behavior you’re hoping to achieve and how the information needs to be used by the reps, as this will dictate the design of your communication program.

For example, if your team’s win rate vis a vis a competitor is on the decline and you learn some new insights about the competitor that may be useful, you need to determine the most effective way to communicate this. One way could be to just tell them the information like “Competitor X has launched a new feature”. This disseminates the information but doesn’t help you understand or control how each of your reps uses the information.

Some effective ways that this could be communicated include videoing an example of how the information could be leveraged in a customer discussion. Alternatively, you could set a small mission for your reps, where they video how they would handle a customer objection using the competitor information. This provides you with a way to actually see how they apply the information and provide actionable feedback.

Another aspect that can be helpful is reverse communication. Again technology can be leveraged to poll reps to obtain their feedback on important issues. This can also increase engagement by giving them an opportunity to be heard.

Similarly, success stories are another great way to share information peer to peer. So if a rep in Boston has a big win they can make a short video explaining how they did it so reps in San Francisco can learn and use those special nuggets in their customer conversations.

Coaching and Accountability

Coaching is very challenging for managers of field sales teams, but it’s critical for reps to receive actionable feedback on their command of message and process. As managers aren’t able to monitor or see what their field reps are doing every day, technology is an important tool that can help them coach and evaluate performance effectively.

In many companies, sales enablement looks after organization-wide coaching and accountability initiatives, but there’s still a large role for sales managers in one on one coaching. For example, there may be local factors that influence customer conversations, such as a specific competitor, that require coaching on message. In these instances, technology allows managers to set localized missions to train their people. They may select a specific topic for a week and roll out a role play for the reps that it’s relevant to. The manager can then evaluate them and provide feedback at an individual level, even if they’re in a different city, state or country. It’s a powerful way to incrementally improve the performance of their team members and identify and address weaknesses before they become larger issues.