How Mindtickle’s Best-in-Class ‘Missions’ Virtual Role-Play Got Even Better in 2019

In today’s digital age where everyone is glued to their phones, the traditional ‘Elevator Pitch’ rarely happens in the elevator. It is more likely that your sellers will never have the chance to be in that “elevator” or even the same conversation if they are not able to send a concise and effective LinkedIn invitation or message and master a consultative introductory conversation with the prospect. The most successful sellers are able to capitalize on customer interactions regardless of the medium – email, phone, in-person, web-conference. 

As the industry-leading readiness platform, we enable this mastery through our ‘Missions’ capability. Missions allow sellers to practice voice-over-slideshow, video roleplay, email and task evaluation, and voice-over-screen share (product demo/walkthrough, etc.) in one unified platform. To date, our platform has seen over a quarter million Missions submitted by hundreds of customers across 10 industry verticals. In addition, Mindtickle customers are creating Missions to target use cases in all sales stages.

Here is a summary of the use cases we see:

Meeting our customer needs at this scale and variety of use cases has only been possible through our continued commitment to keep the Missions capability in Mindtickle at the cutting edge. In 2019 we pushed the envelope around the use of innovative AI-driven capabilities. These often get all the attention, but along with the new AI capabilities, we also furthered our market differentiation and lead in the critical features that don’t usually make the headlines – configuration, management, and tracking of Missions. We even redesigned the entire Missions user interface (UI) for a fresh new and intuitive experience. This ensures that the comprehensiveness of the Missions features doesn’t come at the cost of usability. This has allowed Mindtickle Missions to truly stand out from all others in the space that also claim to have Missions or role-plays but don’t have the breadth and depth in the capabilities that are critical to the successful adoption at scale in the enterprise.

Instead of simply giving a laundry list of the key capabilities, I want to articulate how we have built the Missions in Mindtickle to address the key challenges faced by three key users: the Enablement admin, the Reviewer (e.g. their rep manager or coach), and Seller. All of which are involved in the configuration, launch, and adoption of the Missions.

Enablement Admins

The admins are the lynchpin the entire Missions workflow. Here are some of their key needs to ensure the successful adoption of Missions.

Target all forms of customer interactions:
Multiple types of Missions to help target all forms of customer interactions – text emails, presentation or phone conversations

Maintain consistency in definition and quality of Mission across all admins:
Reduce time and error in Mission creation and get better consistency across admins with a guided creation workflow with intelligent default configuration values to ensure that key settings are never missed or improperly configured

Match evaluation mechanism to the use case of Missions:
Evaluation criteria of  ‘message certification’ Mission are very different from that of a ‘success story’ Mission. The criteria also vary based on the profile of the target sellers eg. Between BDRs and experienced account executives. A one size fits all approach just doesn’t work. Mindtickle Missions have extremely configurable evaluation criteria. Admins can pick between a  rating scale, multiple-choice and text feedback. They can organize the evaluation criteria in sections and customize the weights for each parameter. Certification and re-certification options allow Missions to be used for compliance or partner certification related use cases.

Ensure unbiased and consistent responses across all reviewers:
If sellers are being compared by their performance across a set of Missions, we need to make sure their Missions that are being evaluated by different people are as objective as possible

  • Reviewer guidance – This helps reduce reviewer error and bias and ensures good data quality when comparing sellers and reviewer performance
  • Multiple reviewers – helps add multiple perspectives  so you can quickly spot anomalies or at the very least help the seller get faster responses or encourage more per to peer collaboration

Drive accountability and adoption of Missions:
This usually takes a combined carrot and stick approach. Admins in Mindtickle have multiple options on both fronts at their disposal

  • Very flexible notification criteria allow admins to pick specific trigger points (e.g. on invitation, close to the due date, or submission or due date for review, etc.). They can also ensure the notifications to both the sellers and reviewers  are available over one or more preferred channels (eg. Slack notification, mobile notification or email, etc.) to avoid creating noise but ensure high open rates. All of our customers typically see at least a 15% bump in the submission/review rate around the moment a notification is sent.
  • Admins can quickly create visibility around managers/reviewers who take the extra effort in providing the most constructive feedback. Mindtickle generates this ‘review quality report’ by analyzing the text data from comments left by reviewers in Missions 
  • A global reviewer report helps admins get visibility across time to know who are their most proactive and diligent managers vs. the troublemakers. They can create the Mission completion and score reports and share it across the management chain where each manager’s data is automatically scoped by the platform to show their direct reports.
  • Some customers push the boundaries even further by integrating the certification data from Missions into their HRMS systems like Workday

Mission Reviewers

The experience of Mission reviewers in Mindtickle is optimized with AI assistance to ensure they can provide quick, consistent, and high-quality feedback. Reviewers are first shown Missions that are due or overdue to prioritize attention. Once inside the Mission, the system first shows reviewers how the submission performs on length, speech pace, and use of filler words. As the reviewers look through the evaluation criteria, they are shown inline guidance on rating parameter meaning and the difference between each value of the rating scale. They also get to see the machine analysis of the submission around the keywords that were important. The text transcript helps them quickly browse through the Mission so they can focus on the parts of the Mission where the machine shows weak coverage of the keywords. Once reviewers pinpoint the issues, they can quickly add contextual feedback using the in-line comment capability.

Managers are able to also leverage the reports bookmarked for them by the admins to quickly get a sense of how their team stacks around the key evaluation parameters of the Missions so they can understand competency gaps.

For more information about how Mindtickle helps equip front-line managers with a data-driven coaching platform, see our solutions page on Coaching and Skill Certification for Managers.

Sellers

For sellers to derive maximum value from the Missions, the experience for the seller needs to be very closely tailored to the scenario and feedback on their submission needs to be quick, actionable, unbiased, and contextual. With the comprehensive configuration options leveraged by admins, sellers in Mindtickle see Missions that are very closely customized and matched to the intent of the exercise.

AI-enabled instant response from the machine gives seller input on the use of filler words, length, and talking pace of the role-play. This allows sellers to ‘re-attempt’ before submitting for review to their manager/reviewer. This machine-assisted practice leads to higher long term proficiency.

For areas of improvement, sellers are able to see the remediation assigned by the reviewer tailored to the evaluation criteria that need improvements. Sellers also benefit from the use of the in-video comments capability leveraged by the reviewers. By looking at seller interaction data, we see that the sellers often revisit the in-context comments multiple times — underscoring their importance.

Looking into 2020 we are excited to now leverage this Missions platform and wealth of data we have collected to add further AI-driven personalization and automation of the entire Mission workflow.

Click here for more information about Missions and full site of Sales Readiness applications!

Mindtickle’s Integration Platform for the Enterprise Tech Stack

Mindtickle today has a comprehensive integration platform with over 60 pre-built connectors to some of the most commonly used tools in the enterprise technology stack. As part of our mission to provide our customers with the most up-to-date, comprehensive Sales Readiness solution, Mindtickle recently released new technology integrations with Slack, BambooHR, and Workday. As we consistently work to add to the list of systems we integrate with, we wanted to take some time to discuss why these integrations are important and how they provide value to you.

Why are integrations important?

As of way of helping organizations more seamlessly integrate their sales and marketing stacks, Mindtickle has developed a data and application integration platform compatible with many systems within the enterprise tech stack. With the goal of uniting disparate sales enablement solutions around a common set of complementary and interconnected sales functions, Mindtickle aims to integrate and operate with a set of APIs that permit integration with other CRM applications, complementary sales and marketing applications, and external data sources.

As sales enablement practices mature and grow within organizations, the addition of new tools and opportunities is something that happens naturally. And as those enablement needs evolve, existing enablement platforms must also adapt along with the broad set of marketing, sales, HR systems, and more that are typically deployed in the enterprise. 

Thus stands the question: how do you choose the right platform that is best suited for your multi-system environment?

Frictionless authentication & communication

The sales function is going through a phase of tool sprawl so no one likes to remember yet another password. Mindtickle supports integrations with most of the major identify providers to enable single sign-on. Also, the ongoing notifications and scheduling are done with the commonly used calendaring and communication tools

Personalize and automate your approach with HRMS data

Our backend infrastructure is designed to be scalable and accept data and content from any source. When it comes to human resources management systems (HRMS), we are proud to automatically support Workday and BambooHR. However, should the need arise, we can easily set up an integration with any HRMS system of your choice. Having this integration empowers you to seamlessly and automatically create personalized readiness paths leveraging data and content from any connected HRMS

For example, HRMS integration in conjunction with automation rules helps automate the new hire journey in Mindtickle. With the rollout of our new User Data Sync feature, you can automate the content assignment process and ultimately reducing the admin overload. As soon as the new hire is added at the source, they are automatically provisioned in Mindtickle and are assigned the relevant content. Moreover, the user’s manager is convergently auto-assigned to review the new hire’s activities and track reporting from their first day on board. In fact, anyone across the sales hierarchy will automatically be able to see the new hire’s progress without any effort by the admin. 

These benefits aren’t just for new hires: they apply to any internal moves or changes for existing employees within your company. For example, if a promoted user needs to be assigned new content automatically upon promotion, their flow gets automated as well.

Plug-in to your CRM 

The goal of any readiness and enablement platform is to support employees in the flow of work – whenever, wherever. Through our integration with CRM systems and the available API, you can take any data from Mindtickle and make it available within the existing CRM system for reporting. Ultimately, you’re able to build a rich dashboard natively within your CRM systems and get the best of both worlds: a tracked and visible presentation of correlations between sales performance and sales activity metrics within the CRM system, and the proficiency metrics from Mindtickle. The other added benefit is that Mindtickle content can be surfaced in the CRM for just-in-time and just–in-context readiness and enablement. One example is that sellers could get a recommendation for reviewing the latest information on a competitor based on the opportunity details.

Keep in-sync with CMS 

For enablement and readiness initiatives, organized content is imperative. When you start to think of your enablement solution in conjunction with a content repository, you actually broaden its scope. Using a content management system to better organize material not only internally – but also externally – allows you to manage the life cycle of the content in a way that’s up-to-date and always on brand. With that goal in mind, Mindtickle partners with all of the top content management systems such as Seismic, Highspot, and Mediafly.

While there the majority of your content will often be specific to the sales and customer-facing initiatives, an integrated solution extends to the broader employee workforce as well.  By no means should you overlook the information traditionally leveraged by LMS systems – Mindtickle can work with your existing LMS system to make sure all your existing content is optimized and ready for distribution. 

Leverage curated content providers

With the ever changing selling, competitive and industry landscapes, there is a constant need to reskill or upskill your sellers. Getting high quality curated content from providers like LinkedIn Learning or Skillsoft allows readiness and enablement teams to seamlessly integrate critical job related skill development right into their onboarding or on-going readiness programs.

Drive sales outcome correlations

Mindtickle provides a reporting API and other bulk data exchange options to expose the data around users’ engagement and proficiency within Mindtickle. For teams that are already familiar with and have an internal sophisticated reporting method in place, this makes Mindtickle data available for rich dashboarding in the BI tool of your choice like Tableau, Qlik, Power BI, and more.

Take home thoughts

Mindtickle uses a hybrid approach based on homegrown integration service and an OEMd leading iPaaS (integration platform as a service) as the core of its integration platform. Because of this, Mindtickle’s integration platform allows for easy connectivity to any system that exposes a REST API so we have custom connectors in a matter of days. Even if there’s a system that is not currently listed in our out of the box connectors, we can quite easily create a custom connector to that supports simple REST API based on your organization’s particular interface. 

For more information on the specific integration connectors available please visit https://www.mindtickle.com/integrations/