Mindtickle Global Services: We Have Your Ideal Outcomes in Mind

If you’re reading this blog, you’re likely already familiar with Mindtickle’s comprehensive, data-driven platform for sales readiness and enablement. Do you also know that many of our enterprise and high-growth SMB customers recognize that achieving their enablement outcomes requires a combination of platform and services? Our customers take advantage of these services to develop engaging content, speed up the time to launch, obtain insights from custom dashboards and integrate Mindtickle into their homegrown, and often customized IT fabric. Deployed separately or as a bundle, Mindtickle’s new Global Services offerings are designed to support you and maximize your target business outcomes.

At Mindtickle, we understand that many organizations are looking for an ongoing, holistic partnership beyond initial implementation. Enterprises, for example, expect proactive solutioning to turn the latest features into capabilities that drive changes in customer-facing teams’ behavior; they need expertise in integrating Mindtickle into their existing, complex IT environment; and they need ongoing guidance in designing, launching, and communicating enablement programs in a coordinated and frictionless manner that overcomes resistance to change while instilling a culture of learning and coaching. For high-growth SMBs, it’s a bit different: They want access to a variety of skill sets that will enable a higher level of enablement and accelerate results, without the time and effort to hire, assemble and train internally.

In addition, now more than ever, all organizations are increasingly embracing the virtual trend; that is, a move toward virtualizing sales motions. As a result, organizations have pivoted to virtual QBRs and SKOs, virtual onboarding and reboarding, virtual partner enablement, virtual coaching, and virtual introductions to new products. Navigating this new world and ensuring operational success in it is often challenging without the expertise of a knowledgeable partner who is native to this virtual world.

Mindtickle Global Services offers the only comprehensive, execution-ready, integrated suite of services available to help enablement leaders augment, enhance, and scale their programs to achieve their business outcomes throughout their enablement journey. With thousands of hours of experience in implementation, content development, and program management, Mindtickle’s Global Services team helps enablement professionals guide their customer-facing teams to excellence at each and every touchpoint.

Our premium engagement model begins with follow-the-sun white glove technical support and a friendly and informative welcome from your experienced customer success manager. Your CSM serves as your champion and can marshal all that Global Services can bring to bear to help you realize business outcomes. These include the following services:

  • Education services — Delivers standard and custom Mindtickle platform training to bootstrap your enablement teams
  • Managed services — Expert level platform admins ready to operate and manage your Mindtickle platform with zero ramp time
  • Professional services — Leverages our cross-industry experience and practices to guide and advise on program implementation, platform configuration, user management, gamification, governance, and change management
  • Tech solutions — Integrates Mindtickle into your existing IT fabric and develops custom dashboards to give stakeholders visibility into key metrics such as proficiency, time to productivity, and progress in sales capability.
  • Content services — Turns your enablement objectives and concepts into engaging, high-impact enablement programs and content that align with your brand guidelines.

It’s important to note that each service line is not independent of itself; rather, they work cohesively with your CSM to achieve your goals.

Mindtickle’s Global Services is an important piece of an organization’s overall enablement strategy — the piece that empowers customers to fully leverage every bit of functionality of the Mindtickle platform while tapping the Mindtickle brain trust to enrich their end users learning experience.

For more information about Mindtickle’s Global Services, please visit our Services page or contact your CSM!

Be a Sales Enablement Superhero Through the Art of Organizational Change

Change management has always been a challenge, but this year, it seems especially hard. That might be due to the incredible professional and personal change we’ve all had to deal with in response to the global pandemic. The fact of the matter is, we’ve got change fatigue. People are simply tired of change — period.

In the context of sales enablement, change and change management can be especially challenging today. For example, field sales teams have already had to pivot to the new reality of resorting to emailing, calling and web-conferencing instead of the traditional face-to-face selling where they can rely on establishing a connection in person. They’re coping with a new remote-selling environment in which distractions are abundant. And they’re dealing with longer Zoom meetings and shortened attention spans. With all this conspiring to derail their efforts to meet quota in the new normal, the last thing sales teams want to do is adopt any new training initiatives or learning processes that would — in their minds — surely further complicate their lives.

Recently I conducted a live workshop with a sales enablement leader from one of the leading asset management and financial advisory firms to help our attendees address and overcome their challenges. In our live workshop, we uncovered the five common barriers to adoption and provided seven ways to overcome them.

Barriers to adoption — and a framework for overcoming them
New change initiatives in enablement are met with any number of barriers. Here are the five most common ones:

  • “We’ve always done it this way, so why change it now?”
  • “We already tried that. It didn’t work then, so why try it again?”
  • “Will this really make us more efficient, or is it going to be a lot of work that won’t yield a significant measure of ROI?”
  • “This feels like it will be too complicated.”
  • “It doesn’t seem like we know everything that we need to know about this new initiative. Shouldn’t we figure this out before we proceed?”

In order to move past these barriers and achieve adoption of any change initiative, sales enablement teams must follow some simple steps. They are:

  • Establish a vision. Clearly define the change — what needs to be changed and why — and align it to sales and business goals. Revisit this vision periodically to stay on course and make sure everything is progressing in the right direction.
  • Understand how to measure success. Identify some high-level metrics that define success. For example, if the adoption rate of a previous sales enablement platform was 35%, adoption of the new platform should exceed that.
  • Communicate early and frequently. Clearly communicate the value of the change initiative in a way that will resonate with the sales organization. For example, explain how an enablement platform that offers microlearning delivers convenient learning in the flow of a work-from-home life; discuss with managers how data-driven coaching provides a better way to identify and remedy gaps in learning. Be transparent in all communications.
  • Get leadership buy-in. Find leaders within the sales organization to be champions for the change initiative. Perhaps even more importantly, get buy-in from the sales team itself by bringing them in on the pilot program of a new initiative.
  • Make it achievable. No matter the initiative, it must be made easy to achieve. For adoption of a new enablement training initiative, for example, this may mean setting up a three-minute video training for the sales team with a short quiz at the end to show them how easy it is to accomplish.
  • Be flexible. Adjustments may need to be made as the initiative progresses. Be open to shifting as new concerns or issues pop up.
  • Be brave. There will likely be many people poking holes in your plan. Urge everyone involved to avoid “analysis paralysis” and push forward with the understanding that nothing’s perfect, change is hard, and challenges beget growth and innovation.

Author John Maxwell said, “Change is inevitable. Growth is optional.” While embracing change can be difficult, refusing to even acknowledge it can impede overall success, especially in our current challenging environment. Now more than ever, sales enablement teams are working toward meeting the moment with change-management initiatives that prepare, equip and support sales to succeed today and into the future.

3 Mandates That Matter for CROs: A Conversation with Forrester and Juniper Networks

COVID-19 changed the game of life and by extension changed the way we think and do business. For people that sell, support customers, and manage clients for a living, 2020 will mark the end of an era that focused on interpersonal, in-field skill. What the pandemic has not changed is the pattern of sales leaders running full speed ahead to hit and exceed their quarterly numbers. This is both a paradox and an existential crisis. If you are a CRO and are looking at a hockey stick of quarterly sales goals you have a small window to enable your inside and outside teams. I recently hosted a webinar with two Sales Enablement experts, Mary Shea, Principal Analyst at Forrester Research, and Hang Black, VP of Global Sales Enablement at Juniper Networks, to discuss how CROs at the most competitive organizations are ‘democratizing B2B sales’ and building digital-first, customer-ready teams in the remote and ready era.  

Our discussion opened with a clear acknowledgement that Sales team effectiveness was an issue even before the pandemic hit. According to a March 2020 research report from the Sales Management Association, 44% of companies surveyed said their sales force isn’t effective, 57% said they’ve not been able to improve sales effectiveness over the past 12 months, and 82% don’t have effective development programs for their sales reps. All these deficits have left many companies struggling to prioritize opportunities, engage with the right buyers and connect with important prospects, demonstrate value, and retain business.

From there our discussion moved to seven trends, underlying these alarming stats, that Mary and Hang did a great job of covering  in the webinar

The downward trajectory of the on-site sales meeting. A Forrester survey conducted pre-COVID-19 revealed that one in seven business buyers prefers not to meet with a sales rep in person. This momentum increased as the digital-native generations became the economic buyers. Post-COVID-19, we’re likely looking at 80% of B2B sales taking place digitally anyway — over Zoom, for example — forcing sales reps to increase and improve their skill sets and close the gap between buyer expectations and seller capabilities.

The convergence of inside and outside sales. Forrester research shows that about 40% of field sellers’ activities are essentially the same as inside sales, all as a result of increased digital activation of buyers. The point is that they’re all sellers now, and as such, they all require the skills and training needed that will help them be successful.

Use of digital tools for buyers and sellers. Buyers are increasingly doing more on their own to self-educate, browsing peer-review sites, engaging with analyst communities and downloading digital content. They’re also engaging through interactive digital tools, whether that’s on a supplier website or through a remote meeting share. As the buyer does more of the legwork to understand foundational concepts of a product or service, the seller’s role becomes more consultative, where they’re advising and coaching the buyer with stats, inside information and industry trends to support and supplement the buyer’s decision. On the sales side, it’s becoming increasingly important for sales and marketing tools to be interconnected and automated. 

Increased investment in remote selling models. Companies are pouring money into the inside sales channel. For example, Microsoft completely restructured its selling organization a few years ago to account for its cloud-based business; and ADP transferred a lot of its external sellers into an internal remote selling model, making it the company’s largest quota-carrying channel.

SaaS-ification of industries outside of technology. Traditional businesses are now starting to embrace the subscription and SaaS delivery model. 

Sales motion is perpetual, not a one-time spike. The flurry of one-time sales activity before a deal closes or before renewal is unnecessary; in fact, Forrester found that the actual selling motion is only about 16% of the entire sales cycle. Buyers now expect ongoing and consistent value-added interactions across the entire customer life cycle, which could include providing ongoing data or other support even after the deal has closed. It also broadens the number of employees on the seller’s side that are involved in customer interactions, which again reiterates the need for all customer-facing personnel to have the skill sets and training required to be successful.

Buyers are indifferent to how sales organizations are set up. Customers don’t care whether they’re buying from inside or outside sales reps. They just want to engage consistently and fluidly across any channel at any point in the buy cycle.

As you can see, while COVID-19 didn’t create these trends, it certainly accelerated them. And, as we all agreed, with  the remote-work environment likely here to stay, sellers must make that 16% of their “selling motion” impactful and effective in a wholly digital landscape. Here are three tips from our discussion to keep your sales force — and sales organization as a whole — effective, efficient and successful:

Audit your sales tools, renegotiate contracts, keep only the vendors that are providing consistent and ongoing value, and create a digital selling platform at scale. There was a time when digital transformation was reserved for high-margin tech and services companies, but no more. Given the transition to digital selling, every company should be building some sort of digital selling platform that can scale.

Rethink traditional seller hierarchies and focus on establishing a universal set of skills across revenue-generating teams. Despite the fact that customers really don’t care about whether a seller is inside, outside, SDR, etc., companies continue to hang on to the hierarchical nomenclature and terminology. It’s now time to rethink how they organize, align and train sellers and how they’re branded. 

Activate more employees on behalf of revenue goals and make readiness a CRO objective. Ensure that everyone in your company is equipped at any moment to have a customer-facing conversation because in 2021, they’re all going to have to do so.

While the pandemic has been a great global challenge, it is also driving opportunity for transformation. Just look at the gig economy: Uber, Airbnb and others emerged in our last global economic downturn in 2009. Today, companies can see this new, challenging sales landscape as teh graveyard for the good ol’ days and ways, or they can look at it as a transformational opportunity to really change the way enablement and all customer-facing teams can succeed at selling in the “next normal,” all-digital environment.  

Learn more in this on-demand webinar featuring Sales Enablement experts Mary Shea, Principal Analyst at Forrester and Hang Black, VP of Global Sales & Technical Enablement at Juniper.

Untethering from the Desktop: 10 Tips for Enablement Leaders to Optimize Mobile Learning

A mobile learning culture has never been more important than it is today. Over the last several months, my clients have had to adapt to the enablement and communication needs of a fully remote population. And in that time, the definition of a remote worker has been in a state of change, it’s certainly less traditional than it once was.

I have seen my clients having to accommodate those who now have to support their children with virtual learning activities for school, tackle an increase of duties in and out of the home, and face an overall plethora of added distractions. Moreover, they’re tussling with the fatigue of being behind a laptop for extended amounts of time with little to no external interactions. Thus, when and where it is possible to make a move, they go!

Accordingly, clients have had to adjust their enablement style to become truly mobile. What does it mean to have a truly mobile enablement culture? I’m referring to a methodology that goes beyond the traditional context of “virtual learning.” Rather, it taps into the connotation of 24-7 accessibility, and flexibility that comes with the word “virtual.” Having content readily available on both mobile and desktop sits at the foundation of building out a mobile culture–it certainly accommodates the situations outlined above.

To foster a true mobile learning culture, the content and its delivery platform must address these key types of access with the rep who’s learning in mind – access that they know, access on-the-go, and access in the flow.

  • Access that they know. Be sure that the learner is familiar with the tools and the applications that are needed to consume or engage with the content.
    • Communicate the name of the platform, its purpose, and how to access the application. I can’t tell you how many times I’ve seen organizations roll out an amazing technology platform and the learners have no idea that it exists! Or better yet, even If there is some faint knowledge of the platform, they have no idea how to access it.
    • A brief introduction of the platform(s) can be very helpful. We want to avoid frustration around accessing the platform. Like with most technology, especially applications, if the user experiences difficulties upon initial use, it becomes extremely difficult to re-engage them.
    • Sending an introduction video featuring or narrated by a senior leader introducing the platform, a program imitative, and/or a directive is a common practice amongst our clients. The keynote video is usually followed by a series of content orienting the learner to the functionalities of the platform.
    • Help your learners to “know” the platforms so that they are comfortable using the platform. This leaves the only thing left to do but learn!
  • Access on the go. Be sure that the learner can engage or be engaged with the platform no matter where they are.
    • Even prior to COVID-19, flexible work arrangements were growing in popularity amongst organizations around the globe. Now, employees are splitting their work hours between their office and their home. Part of making this transition successful is providing consistent access to all systems and tools. There should be no exception when it comes to a company’s learning platforms.
    • A cloud-based platform allows for consistency across platforms. Learners can log-on to their personal desktop, work laptop, personal tablet, or mobile and get the same experience. If you’re anything like me, and the countless learners whose behaviors I’ve come to know quite well, depending on where you’re going determines the device that you will carry along with you. When heading into the office, learners are often hands-free ready to take action via their desktops. While commuting, a tablet or smartphone will do the trick. Even if driving, a cellular Bluetooth connection to the car speakers works wonders for consuming content on the go. A truly mobile experience.
  • Access in the flow. Slightly different from “on the go,” in the flow incorporates learning into the end learner’s flow of life.
    • Think about the scenarios that your learners will face from day to day, especially in the current times we live in. Many learners are multi-tasking their whole life! With children at home, an increase in chores, doubled grocery runs, consuming content must fit into the rhythm of the day as best as possible.
    • Many of my clients develop programming that is high in audio, and visual content. This is quite effective. Imagine the learner preparing dinner and consuming an audio piece of learning content. Thereafter the leaner may decide to relax on the couch and respond to the 2-3 questions added to the tail-end of the video. The learner is naturally moving through the flow of their day, their mobile device is moving along with them.
    • In short, I tell my program owners, as much as possible to go with the flow.

Providing users with learning access that they know, learning access on-the-go, and learning access in the flow of life lends to developing a truly mobile culture. To remain competitive in our new reality, we can’t afford to miss the mark by ignoring the high stakes placed on true mobility. It lends to the new world we’ve transitioned into, whether it is here for today or to stay.

 

3 Priorities to Enable Digital-First Sales Teams from Experts at TOPO and SecureAuth

Enablement has been hard at work helping organizations and their sales teams accomplish change for a while now, but never at the pace we’ve seen over the past few months. In response to shifts in buyer and market demands, enablement has at once had to reinvent messaging, sales tactics and processes, all while helping sales teams navigate a heavier reliance on technology. Yes, enablement — along with operations — has facilitated the change needed so newly digital-first sales teams can continue with business as usual.

In a recent webinar, sales enablement experts from TOPO and SecureAuth outlined three things they’ve learned over the past few months that are essential to enabling the success of digital-first sales teams.

Shift in-person onboarding and re-boarding learning to a self-paced and milestone-driven model.
A virtual buying environment, changes in pipeline initiatives and target markets, and shifts in territory coverage have all put pressure on enablement to rethink the competencies, skills and technology needed to create effective sellers. Now more than ever, defined competencies must match the evolving needs of buyers. For example, a strong shift to customer centricity means that enablement must refocus messaging on the needs of the buyer rather than a product pitch. And, because relationship-building is done remotely, enablement must consider how sellers can capture a virtual audience with standout selling skills or social selling. Enablement also must develop virtual selling and tools programs that teach sellers about all the tech tools available to engage buyers.

Of course, learning these new competencies no longer takes place in a classroom, and organizations can’t necessarily rely on after-hours practice. Rather, onboarding and re-boarding exists through buyer centricity; a demonstrated ability to execute sales plays with the right skills (milestones); interactive training requiring the practice of key messaging skills (experiential learning); and feedback from mentors, managers and peers (mentoring and feedback).

One way SecureAuth’s enablement team demonstrated its reinvention of onboarding and re-boarding was through a virtual sales kickoff. For just two hours each day for four days, SecureAuth’s sales enablement team focused on two areas that could move the needle: deal velocity and sales excellence. They homed in on a buyer-centric vision they wanted their team to embrace, and explored how to accelerate internal processes to make it easier for sellers to let the buyers buy. They discussed teamwork, internal collaboration and revised messaging, all over Zoom.

Using existing logos, the team engaged in role playing to practice upselling and cross-selling. Every evening, attendees would record themselves pitching; managers were able to watch the videos and provide feedback, while at the same time getting a sense of where the sales team was in terms of communicating revised messaging. Mindtickle was used for prep work and homework; Slack for direct communication with attendees. SecureAuth even incorporated a trivia platform to bring gamification into the mix. The SKO’s experiential and peer-led nature kept the global salesforce engaged, which was key given that the remote sales team’s attention was likely divided by incoming texts and emails and distractions inherent to a work-from-home environment.

Distribute content both traditionally and by collecting it from the front lines and redistributing. Changes and pivots in front-line messaging, new sales plays, and evolving mission-critical priorities have sparked some necessary changes in how enablement has had to deliver content over the past months. Enablement has responded by providing a seamless flow of content — but it can’t just be a content “dump.” Rather, it must be focused, concise and relevant.

To this end, enablement must respond by developing a newsroom-like insight loop where they’re helping to collect and curate information, usually from front-line recorded conversations. A great example of this is SecureAuth’s “We Heard You” slide, which is presented at the beginning of every customer interaction to show the customer that the sellers are paying attention. It shows problems and results of the problems, as well as the desired state with the desired outcome. Creation of these slides helps SecureAuth’s enablement collect front-line messaging and distribute it digitally so the rest of the team can benefit from it.

Enablement also must provide learning content that can be used at the right time and place by designing “just in time” learning experiences delivered in a short, impactful way with examples. Of course, part of what makes a content program successful is how it’s set up, accessible and consistently used. Enablement teams that can incorporate content into a seller’s workflow using sales enablement technology will ensure that content is convenient, used and valuable.

Remove friction to enable effective remote coaching programs.
One of the areas where enablement teams need to spend more resources is supporting 100% remote coaching programs for front-line managers — support in both their operating cadence as well as the tools they need in order to provide feedback to their teams.

Defining a coaching culture is the first step here. It must be modeled at every level beginning on the first day of hire, must be peer- and feedback-driven, and must be process-driven with tools to document and track progress. The best coaching programs are the result of a partnership between enablement and operations: Performance components must be identified and aligned on to help sellers proactively focus on building selling habits that can improve overall performance.

Enablement must also identify the tools and technology available to effectively provide virtual coaching. Last year, they held 1:1 meetings, and ride-alongs provided managers with an opportunity to observe their team in action. Today, virtual coaching sessions and recorded calls are taking the place of anything in-person. Let’s look at SecureAuth as an example.

Over the past few months, coaching at SecureAuth has evolved significantly. Managers at SecureAuth have always been engaged coaches, but technology has made their coaching much more streamlined and straightforward. For example, rather than having to take time to listen to and analyze all call recordings, call intelligence technology helps surface trends and themes for each seller. Then, if they want to double-click on specific calls to get more information, they have the access they need to do so. The hard analytical work is done; they have the data they need to make decisions around how best to manage performance going forward.

In the process of creating a digital-first sales team through enablement, we see that enablement is reinventing itself. No longer is it simply an engine that provides one-way information exchange. It’s instead becoming a talent development engine that provides value to organizations across industries.

For even more details about creating a digital sales force and the reinvention of sales enablement, check out the webinar “Three Mandates for Enabling Virtual Sellers,” available now.

7 Tips for Hacking Sales Enablement to Drive Readiness in a New Era

A lot has changed since March — the way we interact, the way we work, the way we live. But as a SaaS-based company with high growth and high sales velocity, Security Scorecard’s goals are one thing that hasn’t changed. Rather, what’s changed are the tactics we use to achieve our goals.

Now more than ever, sales organizations need smart and practical engagement, which probably looks a little different than it did at the beginning of the year. New tactics to ensure sales readiness must take into account the digital nature of our work world, where in-person interaction is now the exception rather than the rule. For the foreseeable future, leads no longer come in via live events, sales kickoffs are experienced through a screen, bootcamps and on-boarding new talent take place over video, and training and coaching are done virtually.

Faced with this, there are some hacks that sales reps and enablement leaders can employ to navigate these new challenges and stay engaged and connected — with each other, their larger teams and the customer.

Master the all-important virtual meeting. Aside from being familiar with the features and functionality of videoconferencing tools like Zoom, sales reps and leaders alike must ensure they have reliable internet service, quality headsets and a proper background to make remote communications as seamless as possible. This is especially important with customer meetings, as distractions and technology hiccups can negatively impact the flow of the conversation.

Maintain clear communication and coaching. Clear communication is absolutely critical now so that sales reps are aligned and don’t feel like they’re operating in a vacuum. Sales and enablement leaders can help by keeping their team informed about the company’s approach to the new normal, new messaging and training. In addition, boost morale by recognizing accomplishments, whether in one-on-one meetings or in a virtual group setting.

Align with marketing. Collaboration between sales and marketing hasn’t always been easy, but it’s more important now than ever. By working more closely together, sales can benefit from open lines of communication with customers across all digital channels to find and nurture leads and tie into the marketing side of the sale cycle.

Support sales with technology. It’s imperative to support sales and keep remote workers connected with technology. For example, at Security Scorecard, we use Slack to send out daily selling tips, a new piece of content or a new top track that a sales rep used to communicate ROI. We also use technology to record sales conversations to help with on-boarding and training, and Mindtickle to reinforce reps’ product knowledge with continuous learning, refresh messaging and re-certify through virtual role play and assessments. And short training videos — maybe three to five minutes long — are perfect for driving home new tips and information that help the sales rep be successful.

Engage with the customer in the context of the new world. More than ever, it’s critical for sales reps to understand that the customer is going through their own unique situation, and the sales rep must be empathetic to that. Messaging should be very deliberate and delivered in a way that keeps in mind the customer’s own circumstances: Perhaps their budget has been cut or they’re working from home; maybe they’ve been told to go through a risk exercise. In short, time saved by not traveling to meet a customer in person should be spent on building relationships against the backdrop of this new normal.

Keep an eye on data, metrics and feedback to determine where sales enablement can boost sales velocity. Clearly, sales enablement can’t expect that tactics and strategies that worked before will work now to generate higher sales velocity. But determining what, exactly, to tweak is difficult to pinpoint without the insight gleaned from data, metrics and even the minds of those in the trenches. Start by tracking the four factors affecting sales velocity using this equation:

number of opportunities in the pipeline x average deal size x win rate
————————————————————————
sales cycle

The resulting value is the amount of money coming into the company on any given day or month. Tracking this number over time can help optimize sales processes and tactics, and highlight what kinds of enablement programs can have an impact. Outside of hard numbers, sales enablement leaders can also tap into the reps themselves. Surveys or polls can yield insight that helps fine tune sales enablement programs so that they work for more reps, more often.

Plan for the future. Engage with marketing and the entire sales organization to determine how enablement programs and strategy should be adjusted for the future. Explore how the market opportunity has changed and how to optimize account plans for new market opportunities. Reps can provide insight into how demand has changed in their territory, what the most frequent objections are, which channels perform best and the ideal customer profile. External information, such as from market research firms and investment banks, can also yield information to help companies plan for the future.

As we move forward, sales enablement leaders must prepare for more of the same. Taking time to optimize training and materials so that they work for a remote workforce and finding new ways to communicate and engage with the team and customer are critical if sales organizations are to continue to come out on top in our new normal.

For more information, check out my webinar, Sales Enablement Hacks: Keeping Remote Sales Teams from Falling Asleep Into the Next Normal.

Lessons Learned: Tales from a Virtual Business Review

This month, we held our second all-virtual sales QBR (Quarterly Business Review) here at Mindtickle, and like the one we held last quarter, we had some successes, but more importantly some lessons learned. These points are what I want to focus on here in order to help fellow enablement professionals as they are thinking about executing all-virtual events, especially ones that hold as much importance to field reps as a QBR does. 

The Successes

Success #1: Gathering input from the teams is extremely important not only for setting the agenda, but also creating an atmosphere of collaboration. I sent a survey beforehand asking the field if they preferred two half-days, or one longer day of sessions. The consensus was that two half-days would be better, so we delivered sessions over two days, 4-hours a piece. This small change helped keep attention towards the sessions without getting Zoom fatigue. Also, using Mindtickle’s pre-built templates helped ensure that the content over the two days was aligned with the time expectations of the field. 

Success #2: Pre-work is just as essential if not more so than the actual QBR itself.  Work done before fosters engagement with the team that will help them get more out the session.  The pre-work we asked the field to complete included a series of videos highlighting each session with the following:

  • 3 objectives the participants can expect to learn as a result of the session
  • Best next action or takeaway that the rep can expect to take back to their territory as a result of the session
  • An opportunity to ask the presenter a question based on the topic they were planning to present

Completing this pre-work allowed the participants to get a glimpse of the agenda while providing context. An additional benefit is this drives more interactivity during the actual sessions with the built-in questions as pre-work.

Success #3: Another part of the pre-work was their response to a simple question: What do you want to learn at the QBR? We caveated that with the fact that we would not be able to address all topics, but I took the feedback and customized the topics to cater to the specific needs of the field. More importantly, as we prepped the presenters, we were able to verify that their topics matched the expectations of the team, which we further emphasized during our dry runs with each presenter.

Success #4: Having a theme for your QBR provides focus for the agenda, the speakers and the presentations. Last QBR, I wasn’t explicit or direct with a theme. This time, however, I made sure that our theme was emphasized in some form during each of the presentations. Additionally, the post-work we set up to follow QBR was specifically tied to the theme in order to reiterate the importance to the field. Furthermore, we put together role-play exercises so the field felt more confidence around that theme.

Lessons to Remember

Lesson learned #1: Keeping speakers on schedule and within their allotted times is difficult no matter how much you plan. But within a virtual environment, this is even more essential.  Although some flexibility is required, virtual meetings can quickly get out of hand in terms of time allotments, and it is important to moderate the time slots and keep presenters on topic. Always provide some buffer in the time allotted to each speaker and build that into your schedule.

Lesson learned 2: Ensure the team is engaged is a challenge regardless of how much you plan especially because of the volume of content and topics. For me, organizing sessions through a sales readiness platform such as Mindtickle allows other presenters and participants to review the agenda and enroll in individual sessions ahead of time. Also, I used quizzes and games tied to a leaderboard to showcase team members completed assignments and retained knowledge of what they learned.

Lesson learned 3: No matter how much you shorten the agenda, QBRs require a significant time commitment from the team. The virtual QBR is even more difficult because you’re either focusing on the video call intently or you’re easily distracted (e.g. emails, phone, etc.).  So remember to build in sufficient breaks for attendees. I like to fill breaks with small tasks and knowledge checks, but it is important that we give people TRUE breaks to let them take a breath and reset for the next set of sessions. 

Overall, a successful virtual QBR relies heavily on preparation from both the enablement team who is organizing the event, to the participants who will be consuming the content. Keeping the presenters aligned to the specific needs of what sales needs to know in order to sell more software is key. Knowledge fall-off is a real thing, and without a plan around reiteration and reinforcement, the topics will quickly be forgotten. If the presentations and topics are relevant, tied to a sales role, quick to learn, and aligned with the initiatives of both the department and the company, your QBR has a higher likelihood of success. The most important thing to remember is to have fun!

For more information, check out our Quick Start Kit for Virtual Sales Events.

Mindtickle and MEDDIC Academy Partner to Raise Your Sales Team’s Qualified-Leads Game

Every quarter, sales teams work tirelessly in pursuit of leads that might not ever turn into a sale anyway because they were unwinnable to begin with –the epitome of wasted time. Why not just eliminate unqualified leads and focus on pursuing only the qualified leads? (Sales is likely collectively chuckling at that question right now. If only it were that easy, they might ruefully say.)

But what if it was that easy? What if there was a methodology that significantly boosted the quota-carrying professional’s ability to disqualify opportunities unlikely to close and instead focus their energy on opportunities that would help them exceed their goals? And, what if sales people could be trained on that methodology, develop the requisite skills, and be coached on it through the Mindtickle platform?

Lucky for our global enterprise customers, our new go-to-market partnership with MEDDIC Academy makes this all a reality. With this partnership, MEDDIC Academy makes available its sales qualification methodology (“MEDDIC”) content on the Mindtickle platform in the form of self-paced e-learning, bite-sized microlearning content, virtual and in-person instructor-led training, and blended learning.

Created 20 years ago, MEDDIC itself emphasizes customer qualification specifically. It is often used as a complement to existing sales methodologies such as target account selling, which focus on enabling predictability and turning uncertainty into success across the sales cycle.

Specifically, through our partnership with MEDDIC Academy, customers will be able to:

  • Improve seller productivity and effectiveness with MEDDIC, and benchmark their success through assessments and checklists in Mindtickle
  • Standardize on a common language and sales methodology for teams to better qualify opportunities. (This will be achieved through the MEDDIC approach as well as by practicing knowledge learned on Mindtickle.)
  • Validate high performance provided by the MEDDIC methodology and leverage the Mindtickle Sales Capability Index™ (SCI) to measure seller effectiveness
  • Provide a way for recruiters and hiring managers to find high-performing candidates who are MEDDIC-certified, and then use Mindtickle to replicate their success across the entire sales team

MEDDIC has been used by many well-known software and SaaS vendors like SAP, Oracle, Salesforce.com and EMC for years, and is regarded as one of the most effective around. When applied to each stage of the customer engagement process, MEDDIC culls the qualified leads from the unqualified, ensuring only the right leads make it into the sales funnel. It truly shifts the urgency onto the buyer, positioning the product or solution as something the buyer needs to have and it’s now up to them to decide whether or not to move forward. It covers six elements, which can be defined as follows:

M = Metrics: Quantifiable measurements and proof of the business benefits of the solution

E = Economic Buyer: The individual within the customer’s organization who is required for the final approval

D = Decision Criteria: The formal solution requirements against which each participant in the decision process will evaluate

D = Decision Process: The process by which the customer will evaluate, select and purchase a solution

I = Identified Pain: The catalyst for the buyer solving the problem within a set time frame

C = Champion: The person with power and influence inside the customer’s organization who is actively selling on your behalf

The MEDDIC-Mindtickle partnership is a natural fit for any company that wants to help their sales team focus on opportunities they’re more likely to close. And really, what company doesn’t? If you’d like to read more about MEDDIC, take a look at Darius Lahoutifard’s new book, Always Be Qualifying, available now on Amazon.

For more on MindTicke’s partnership with the MEDDIC Academy, listen to the podcast with Darius Lahoutifard here!

Mindtickle and Halifax Consulting: Driving the Future Sales Readiness In Europe Through a Unified Enablement Approach

The world was already moving away from classroom training toward a more ‘blended’ approach — a mix of face-to-face instruction with technology-mediated activities — becoming the preferred model for sales training among today’s organizations. According to Training Magazine’s 2018 Training Industry Report, 69.3% of training hours were delivered with blended learning techniques in 2018, up significantly from 34.7% the year before. But now, having a virtual training option is no longer optional, it’s mandatory. With its cloud-based Sales Readiness platform, Mindtickle is integral to organizations’ virtual and blended learning initiatives, and, together with partners like Halifax Consulting, we’re driving the future of learning and readiness in markets around the world.

Based in Paris, Halifax has been offering consulting and training services to organizations since 2003. Halifax’s Best-Sellers programs include the DEAL® method (business negotiation skills), the LEAD® method (mastering sales skills), the PAC$® method (skills for accelerating growth of large, key accounts), the 5i 5o® method (inside sales) and the BOSS® method (management skills). The company offers its training content in six European languages — English, French, German, Spanish, Italian and Portuguese — as well as Chinese, Korean and Vietnamese. Halifax has historically worked with a range of vendors to provide its online sales training through various point solutions that provide video role playing, coaching, among others. However, its partnership with Mindtickle represents the first holistic solution that addresses all of these capabilities and more to create a unified user experience to true sales capability.

Specifically, Halifax is using Mindtickle as its digital delivery platform for its DEAL® method. The scope of the training includes understanding the balance of power in negotiations, preparing and structuring a negotiation, and how to perform in face-to-face negotiations. To help DEAL® method participants become proficient in negotiation skills, sellers engage with materials through the Mindtickle platform to review before the live class. (Interestingly, Halifax has noted that 80% of its business in the past 10 years has been for pre-class training.) Post-class, Mindtickle provides spaced reinforcement, microlearning, certifications, coaching and role play to deliver a prescriptive and personalized readiness path for each DEAL® student. Combined with Halifax’s in-person training, customers get an all-in-one, unified, blended-learning experience.

Mindtickle’s partnership with Halifax has the added benefit of cultural feet on the ground in markets where culture and language can often be barriers to success. As you know — in addition to its U.S. and India offices — Mindtickle has a U.K.-based office to serve customers in Europe, Middle East and Africa. With help from Halifax’s multi-lingual reps, Mindtickle now has partners to help us serve the French and German markets — and later, the Spain, Italy and Portugal markets (languages that, combined, represent 80% of Halifax’s current content).

Our partnership with Halifax is a real win for Mindtickle, as it unites two leaders committed to bringing blended learning to the next level for customer-facing reps around the world. Not only do users benefit, so do each of us — Halifax, with an all-in-one solution for unified sales enablement and readiness; and Mindtickle, with opportunities to tap into a larger market abroad. We look forward to many more years working with Halifax. We welcome Halifax Consulting to our partner ecosystem!

4 Questions Sandler and Mindtickle Customers are Asking to Assess Digital Selling Readiness

In the midst of a socioeconomic crisis brought about by COVID-19, organizations are racing to resiliency by embracing telework and remote communications and collaboration approaches as they prepare for a new paradigm, in which all their employees will be remote some of the time, and many will be remote all of the time. Sales leaders especially — charged with shaping the team that brings in revenue for an organization — must make sure their tactics and strategies for training are as effective virtually as they were in the office. To this end, sales leaders are driving initiatives that digitally onboard, train, develop skills, and coach their team members to adopt the digital skills required to make today’s remote customer engagement effective .

As Mindtickle’s Chief Strategy and Marketing Officer Gopkiran Rao pointed out in a recent podcast with Sandler Training’s CEO and President Dave Mattson, “This is either a challenge or opportunity for every company out there” (especially when both the buyer and the seller are remote). Of course, while the pandemic has accelerated the adoption of desklessness, the reality is that the global workforce has been moving toward predominantly remote work for a while now.

The podcast discussion began with an overview of the pandemic’s role in reframing our idea of the workplace, but surfaced a number of critical market drivers and conditions as to why equipping field teams for the digital field has been such a challenge for companies in the pandemic environment.

Often with many stakeholders across sales operations, sales training, corporate learning, marketing and frontline sales management focusing on different aspects of seller engagement and productivity, there is breakdown in communication. Understanding this disconnect and determining where an organization falls short in developing a common language to uplevel sales skill can be challenging, and requires stakeholders to think more deeply about their current sales readiness programs, especially in the context of working remotely. Gop and Dave pointed out that now especially, the questions to ask include:

  • Do you have remote selling proficiency and how do you measure and reinforce it?
  • Do you have the ability to engage and educate your sellers in the flow of work, which is increasingly intermingled with the flow of life?
  • Do you have the ability to drive spaced reinforcements of key content and skill critical to engaging remote buyers?
  • Do you have the ability to do virtual ride-alongs, or shadowing and quickly address gaps in digital-first selling skill?

The partnership began earlier this year and was almost immediately recognized by leading analyst firm, Forrester Research. In the Forrester Wave™: Sales Training And Services, Q1 2020 by Mary Shea she pointed out that “Sandler Training leans into a self-service, always-on model… In partnership with Mindtickle, the provider embeds its training content into the sales readiness vendor’s tool.” Mary explained that “Sandler Training has made a strategic decision to reduce dependencies on ILT and diversify its training delivery methods. Within the past decade, the provider has pivoted to include learning management systems and online content offerings within a self-service model that leverages top-tier technologies and encourages users to access training content directly from its platform.”

And when the Mindtickle-Sandler partnership was formally announced in June, it couldn’t have come at a better time. The Sandler-Mindtickle partnership is important to addressing common pain points of organizations, because it is a focused effort to align many stakeholders responsible for parts of sales learning, management and coaching and execution. In the podcast, Gop and Dave agreed that the partnership enables a common language, set of processes, skills and knowledge that drive the business outcomes that customers are looking for. In today’s climate, in which organizations’ employees are not only working from home, but are also required to stay effective and engaged with both their teams and their remote customers. It’s more important than ever to be aligned on a repeatable methodology, professional learning, manager observation and intervention, and seller execution. By virtue of Mindtickle’s data-driven virtual training and coaching sales readiness platform and Sandler’s best-in-class sales training, organizations have a standard playbook of best practices, content training, coaching, visibility and expertise that is accessible anytime and anywhere.

Dave said that having this common language and being aligned on methodology is important because it “raises your game so much faster, which is good for the organization, good for the individual and good for the client. It’s a winning combination.”

Only technology (Mindtickle) combined with methodology (Sandler) can make possible affirmative answers to these questions.

In a deskless world, it’s more important than ever for sales teams to be enabled and ready to improve their success rates wherever they are. Together, Mindtickle and Sandler are the “what” and the “how” combined in one partnership to address this need: instilling a transformational virtual sales training and coaching culture of applied knowledge, skills development and behavior change in a joint solution.

Catch Gop and Dave’s entire conversation in a 30-minute podcast. Click here to take a listen.