How Gamification and Interactive Sales Training Develop High-Performing Sales Teams

Sales training must engage sellers and enable them to tackle any sales interaction. Unfortunately, the tried and true sales training formats of old now get stale quickly. Classroom-based lectures, group brainstorming sessions, and annual performance reviews lose their utility, bringing the team’s productivity and focus down with it.

But sales training doesn’t have to be a drag. It may surprise you, but with the right approach, it can even be, dare we say, fun? Gamification and interactive methods spice up training and inspire reps to not just passively participate, but actively engage in learning. And the concept of gamification doesn’t just deliver short-term results — it plays a significant role in a dynamic sales everboarding strategy, leading to better productivity and retention over time.

Below we define gamification and show you how it can be a lucrative technique for your training program.

What is gamification?

Gamification refers to the application of gaming elements into non-game situations or processes. Incorporating point-keeping, leaderboards, badges, competitions, team activities, and other game-like features boosts concentration and participation.

While fusing a game-like system into your sales training strategy may not feel natural at first, thinking strategically and investing the necessary time and effort can drive success across the organization.

Benefits of gamification in sales training

Gamification addresses common frustrations associated with conventional training methods, offering the following advantages:

  • Enhances motivation. The spirit of competition is proven to trigger endorphins, motivating people to work even harder to reach goals and “beat” their fellow sellers.
  • Boosts engagement. More motivated sellers mean they are more willing to participate and complete assigned training materials.
  • Adds convenience. Available on mobile, training games and competitions can be done anywhere, any time — also contributing to higher engagement across the team.
  • Is less time-consuming. While upfront it will take some time to create gamified training and set it in motion, sales reps can complete the training without taking hours away from active selling.
  • Focuses on unique needs. Gamification can be personalized to individual teams and salespeople to strengthen the skills that need it most.
  • Promotes continuous learning. Rather than watching a video or reviewing a product slide deck, you can consolidate as many materials as you want into your contest or game, and space them out to focus on different subjects and cement learning.
  • Builds morale. Sales can be isolating, with reps taking an “every person for themselves” outlook. Creating competition surrounding training materials and events spurs teamwork and collaboration across the organization.

Implementing gamification into your sales training program

Does this all sound like it could boost seller productivity? Ready to try it out with your organization? Keep these best practices in mind to ensure gamified learning is a win for everyone on your team.

Start with desired outcomes and objectives

With any training, you likely have goals in mind for what you want to achieve. Developing a gamification program will require time and financial investment, and the only way to know whether it’s working is to set specific objectives toward which to work. Whether you are trying to educate sellers on a new product, increase reps’ content usage with buyers, or grow a certain skill set, put SMART goals (specific, measurable, attainable, relevant, and time-bound) into place and communicate them with your team.

Establish a timeline

Once your goals are set, work backward to create a realistic timetable. Consider how long it will take to craft your gamification strategy, roll it out to the team, and carry out the game itself. Whether you decide to hold a contest rewarding whoever completes the training first or assign points for different training-related challenges, determine a deadline and stick to it. If you introduce the game as a continuous activity with no end, there won’t be a sense of urgency and you’ll likely find many reps fail to participate.

Offer gamified learning digitally

It doesn’t make much sense to gamify training for added enjoyment then force sellers to complete it at their desk in the office. Lean into the game format and make training materials available via an app or mobile platform for sellers to play at their leisure, wherever they are. This added convenience will encourage continued cooperation amongst the team.

Track individual progress

Those objectives you set in the beginning? Critical to a gamified training initiative is to evaluate success throughout. Put reps — and your training program — to the test with regular assessments of both completion and performance. If completion rates or scores are low, you’ll need to make adjustments to your approach. To further motivate salespeople to continue participating in future training exercises, recognize rep achievements and reward them with appropriate prizes.

Reinforcement: essential to lucrative training

While gamification is more interactive and engaging, it’s important that while analyzing participation in the training itself you are also assuring that sellers are actually learning and retaining information over time. A single contest may show immediate positive results, but are reps absorbing the information 30, 60, and 90 days after it’s complete?

You want to make things fun, but at the end of the day, the goal of training remains the same: generating positive sales outcomes. The great thing about gamification is that it can be incorporated anywhere you choose within training. But it should be just one part of your broader sales everboarding strategy, driving ongoing learning that leads to better sales readiness, improved buyer engagement, and ultimately more closed deals.

How to Maximize Performance With Microlearning to Deliver Sales Training

Today’s productive and successful seller must be a jack of all trades, mastering a variety of skills to engage buyers and close deals.

Sales onboarding and ongoing enablement activities are typically one-and-done affairs for sales reps. Reps are bombarded with information about the company, industry, customers, competitors, and sales methodologies over the span of a week or so, then left to their own devices and expected to dive in and start selling.

What can leadership do to ensure reps gain all the knowledge they need and absorb it for ongoing success? Develop a sales training strategy that includes microlearning. It could be the secret to turning sellers on your team into better performers.

What is microlearning?

Where traditionally sales organizations onboard new reps and then often don’t train again until months later at annual meetings, microlearning keeps reps up-to-date all the time and is a key part of sales everboarding, a term we use to reference ongoing learning. microlearning provides small, bite-sized training materials that are more engaging and interactive. Typically offered via a mobile platform, these materials are remotely accessible and can be completed at one’s convenience.

mobile onboarding with Mindtickle

The key to developing a microlearning program is to identify and work toward specific learning objectives, using training materials that are highly focused and complementary.

Examples of microlearning include:

  • Videos delivered by SMEs, successful sales reps, or executives
  • Quizzes
  • Games
  • Situational simulations

Challenges in sales enablement & training

There’s a lot at stake for your sales enablement and training activities: You need to build (or rebuild) the knowledge and skills your salespeople will need to succeed while also promoting morale and teamwork. So it’s key to keep reps engaged throughout onboarding and beyond:

    1. Holding reps’ attention. If you throw too much information at your reps at one time, their focus will inevitably fade– so it’s on you to find ways to maintain the team’s concentration.
    2. Reducing time away from selling. Reps may also be hesitant — or even bothered — to take time away from work for enablement activities because they see the opportunity cost of training as too high.  phones and computers and
    3. Focusing on sales skills. Salespeople are not interested in generic training that’s not clearly connected to business results, so ensure that your enablement activities aren’t just bite-sized, but also clearly aimed at improving outcomes.
    4. Keeping it interesting and individualized. Different people excel and struggle in different areas, and they also learn best through various methods. Using different modalities and adjusting enablement activities based on strengths and weaknesses will keep reps engaged and help them hone the skills they need to succeed.
    5. Getting information to stick through spaced reinforcements. Perhaps the biggest drawback to most sales onboarding and training is ensuring that knowledge is retained over the long haul.  Research has shown that 90% of training is forgotten within a month if you don’t follow up, so spacing out short reinforcement activities is critical.

What microlearning can do for your sales training program

microlearning doesn’t solve all the challenges of conventional sales training but it’s an essential piece in transitioning to a more dynamic, sales everboarding approach  Its mobile format is inherently shorter, more accessible, and more convenient for reps to complete and for leadership to distribute and measure. When training doesn’t feel like a huge undertaking, sellers are more likely to participate and complete the materials assigned to them.

As a key part of a sales training and enablement approach, the convenience of microlearning means it can be offered up at any time for continuous learning reinforcement. Keep salespeople on top of their game with materials at the ready, and get them quickly up-to-speed on products, promotions, and industry news with fresh videos and assessments.

Microlearning can also be easily tailored to fit the individual needs of every seller on your team. Depending on the specific person, buyer, and selling conversation, you can serve relevant and timely learning content when it’s needed most. How do you know whether training is having a positive impact? microlearning platforms have analytics capabilities for leadership to see not only which reps finished their assigned training, but also whether it had an effect on those reps’ real-life sales interactions.

The cherry on top with microlearning is its cost-effectiveness: You can reinforce and augment other learning without having to bear the considerable travel and facilities expenses associated with in-person sessions.

Mindtickle onboarding

 

A culture of learning, from day one

Incorporating microlearning into your larger sales strategy doesn’t have to take away from in-person training; there is still value in congregating sellers in person to celebrate wins, set goals as a team, share ideas and best practices, and build rapport. microlearning supplements and supports these touchstone events for a true sales everboarding approach.

A focus on knowledge and skill-building in your initial onboarding and ongoing enablement activities will prepare new hires to be open and committed to continuing education, driving better outcomes for them as individuals and the organization as a whole.

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.

Partnering with The Ken Blanchard Companies to Help Leaders Thrive in the Digital-First, Remote-Ready Age

Enterprises today see the need to make a critical, immediate recalibration to the way they run and manage sales. What started as an immediate response to the pandemic – digital selling has now become the new normal; demanding changes in management and leadership skills to keep sales organizations upskilled, engaged, always on message, and capable of selling digitally as a team. To meet these needs, Mindtickle and our strategic partner The Ken Blanchard Companies have come together to enable businesses for a digital-ready generation of corporate and sales leadership in today’s uncertain, nearly all remote environment.

For more than 40 years, The Ken Blanchard Companies has provided management and leadership training programs backed by practical research, thought leadership, and scientific learning methodologies to develop results-oriented, proactive leaders that can confidently address business challenges. Its Situational Leadership® II (SLII®) program is a proven model that has been used to strengthen the leadership skills for more than 5 million managers in organizations around the world. It uses a proprietary method to teach managers how to become what they call “situational leaders” — ones who’re able to understand the evolving needs of the people they manage and adapt their leadership style to meet those needs.

To meet the needs of increasingly distributed teams, sales leaders must lean more heavily than ever on virtual upskilling programs including “blended learning” to maximize business performance. To this end, the partnership announced by The Ken Blanchard Companies and Mindtickle is a critical new program for global organizations as it brings the proven SLII® leadership development to leaders everywhere with a digital experience — adding the “virtual” element to the mix so that instruction and participation can be experienced both online and in the classroom.

By combining SLII® with Mindtickle, we are delivering personalized, prescriptive and guided content to managers when they need it, so they can continue learning in a virtual “classroom” (likely their home office for now). And, with an eye to the future, The Ken Blanchard Companies and Mindtickle are collaborating on expanding access to coaching, gamification, and role play.

Even though our partnership with The Ken Blanchard Companies came together before the pandemic changed the way we do business, the principles driving our joint efforts couldn’t be more timely. Together, Mindtickle and The Ken Blanchard Companies are addressing the challenge of enabling and applying leadership learning in the flow of remote work, because engaging users and building value-added relationships between sales leaders and those they manage will be important no matter what trials and tribulations the world faces.

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 Sandler Training: Partnering to Deliver World-Class Sales Readiness

If you know anything about Mindtickle, you know we’ve enjoyed some pretty significant growth in the past year — almost 170% growth in enterprise customer acquisition. Driving that growth is the understanding among today’s organizations that their sales readiness programs must provide reps with much more than just content for training. They need a systematic approach to continuous learning, skill development, and coaching. Another element driving Mindtickle’s growth is strategic partnerships with companies like Sandler Training.

Sandler sales training specializes in solving complex business challenges through proven systems for communicating with, developing, and motivating salespeople. Founder David Sandler developed the Sandler Selling System in 1967, a seven-step program to teach best practices for sales, leadership, and organizational success. Today, the company is one of the leading sales training and leadership development companies in the world.

Recently, Mindtickle partnered with Sandler Training to create a unified learning experience for its users. By virtue of the Mindtickle platform, Sandler sales training is now augmented with elements of coaching and gamification to reinforce best practices and keep salespeople engaged. As part of this, data generated by users through the platform informs sales leaders about skills that need improvement or where there may be gaps in their reps’ knowledge. This data prompts sales leaders to suggest content that can be consumed to reinforce specific concepts.

Our partnership with Sandler Training also speaks to a theme we’re currently seeing among all of our partnerships, and that’s the idea of blended learning. That is, incorporating both classroom – be it virtual or in-person – and online learning into sales training. By itself, the in-person, classroom learning that our partners like Sandler can provide certainly has its benefits. Aside from the obvious challenge of current work-from-home mandates – there exist some drawbacks as well. For example, classroom learning is, essentially, one episode, not a continuum. A classroom training session might last for a day or two, then it’s over. After that, the “Forgetting Curve” sets in — the rate at which humans forget information if there’s no attempt to retain it. By delivering training via a platform like Mindtickle’s, Sandler can offer reinforcement of knowledge or skills training over time, rather than just the duration of a single training class.

And, with the shelter in place/stay home mandates still in effect due to the COVID-19 pandemic, many, if not most, reps are working from home anyway, and virtual online learning is likely their primary avenue for training. Indeed, our partnership couldn’t have come at a more critical time.

Aside from our technology collaboration, our partnership with Sandler combines the strengths of our companies’ broader teams allowing our joint solution to benefit a much larger market together. It’s a partnership that has endless possibilities for mutual value. Partnerships like the one we’ve made with Sandler Training address the importance of a holistic sales readiness program that keeps sales reps engaged with ongoing learning, skills development, training, and coaching to drive sales effectiveness and higher win rates

To learn more about our partnership, read our press release.

Mindtickle Introduces Model Pitch: A New Way for Self-Guided Practice and Improved Message Consistency

In our current dynamic environment, businesses across the globe are shifting gears. With the increasing adoption of working remotely, sales organizations are re-evaluating processes and operating procedures. With this change, many sales organization are facing one or more of the following challenges:

  1. Fewer face to face meetings – With more buyers starting to work from home, they are canceling in-person meetings. Field sales have had to transition to primarily inside sales tactics
  2. The shift in target buyer/industry/vertical – With more traditional companies increasingly trying to adopt digital tools, there is an opportunity to address their needs
  3. Budget cuts – Buyers will spend their time and money wisely. Sellers need to focus on mission-critical challenges now more than ever

You need to make sure your sales organization is ready to address these challenges. They need to be able to sell on the phone, be able to position your offering to a new industry, and also focus on the mission-critical business challenges of the buyer.

Now more than ever before, sellers are expected to deliver the right messaging consistently in each and every sales conversation. Delivering the wrong or inconsistent messages will hurt revenue outcomes and result in lost opportunities or diminished brand value.

There are three factors which are impacting your seller’s readiness to be on message:

  1. Not knowing what ‘good’ looks like
  2. Lack of meaningful feedback
  3. Longer feedback and improvement cycles

Mindtickle’s Missions virtual role play has always helped sellers overcome these challenges. And we’re doubling down on using AI to further assist sellers with Model Pitch.

Introducing Model Pitch

We are introducing the ability to put what good looks like in the flow of practice. Model pitch is the best-in-class pitch or a response to a particular sales scenario. And you’re probably sharing it with the sellers as:

  • Standard scripts shared with sales teams (BDRs, medical sales reps, etc)
  • Standard responses to handling objection
  • Call snippets of a great phone or web conference conversation
  • A recorded video from a senior leader or a rockstar seller
  • Collateral from product marketing or brand management teams

Until now customers have been adding these as attachments in role play practice sessions or adding them to bite-sized Quick Updates or Courses so sellers learn from these and use them during their sales conversations.

Now, users will be able to leverage Model Pitch in Missions to deliver faster and meaningful feedback to sellers. This will also help sellers address some basic gaps before their manager provides them feedback.

Let’s see how Model Pitch and AI-enhanced analysis helps the three key users of the platform; Enablement Admins, Sellers, and Managers.

Enablement Admins

With the recent enhancements, admins can now configure keywords or phrases to include as well as avoid for their Missions. Configuring keywords or phrases to include is now simpler and automated by the use of Model Pitch. Mindtickle’s system automatically transcribes and fetches keywords or phrases such as names of businesses, people, location verbs, etc. Overall it is less tedious for admins to set up a Mission and much quicker.

Sellers

Sellers can learn what good looks like using Model Pitch before they practice. Every time they make a recording to practice, Mindtickle now delivers instant and meaningful feedback to them. It helps them find improvement areas. They can leverage the feedback and the model pitch to learn how to address the improvement areas and practice again. With feedback available at every practice, the seller is becoming consistent with the best in class pitch.

Managers

Managers can now focus on providing much more valuable feedback beyond the basic feedback which AI covered.

With these insights, managers can also identify and prioritize the seller who needs the feedback first, so that the manager can help them improve and get them to the required readiness levels.

We received incredible feedback from our users as we built the AI-based capabilities. 94% of them found these insights helpful while practicing and reviewing role plays. With these new capabilities in Missions, you can reduce the seller’s time to readiness and ensure they are well-verse to deliver the right message consistently. Someone rightly said, higher the readiness, better the sales outcomes! And we are just getting started. We’ll bring more AI-based insights to help improve the hard and soft skills needed to win customers.

To learn more about Mindtickle’s virtual role play or our readiness platform, read our press release or request a demo here. Or if you’re already a customer and have any questions, please reach out to your Mindtickle Customer Success representative.

Upskilling Solutions Consulting for Virtual Demos: Best Practices for Pre-Sales Effectiveness

Now more than ever, our homes have become our world. And for the foreseeable future, sales calls and product demos will be conducted from home, virtually. It’s a major adjustment and the challenges typically faced during in-person meetings (such as ensuring and maximizing knowledge retention) are made all the more challenging by additional complications that arise from virtual meetings. This means sales readiness and enablement leaders need to rethink how they can partner with pre-sales leaders of solutions consulting / solutions engineering (SC / SE) teams to upskill and reskill their teams for this new normal.

When your SCs are not in the same physical space as their meeting attendees, they’re not able to read the prospect’s or customer’s body language and adjust their presentation accordingly. However, while meeting virtually lacks the personal connection more easily achieved in face-to-face meetings, they still must strive to achieve the same goals — professionalism, making an impact, and closing deals.

The following are 10 best practices pre-sales leaders and enablement practitioners should focus on when looking to onboard, develop, and maximize the knowledge and skills of solutions consulting and sales engineering teams.

  1. Do the pre-work. When SCs come prepared with a basic background on the prospect/customer and an idea of how the meeting will flow, they’re already at an advantage. Ahead of the meeting, research about the attendees should be conducted so that they can make a connection and build rapport early in the call. Things like looking for a colleague in common, similar hobbies, or previous work experience. Then, the SC should gather the participants on their team to conduct a dry run of the meeting (not just a demo dry run) and go through each part of the agenda to ensure alignment with the allotted time.
  2. Keep them on their toes. SCs should call someone by name early in the meeting. This not only engages the remote audience but also shows that they remember the names of the attendees. They need to also be prepared to pivot away from the defined agenda even if they went through it to confirm that everyone was on board with the flow of the meeting. An additional way to keep the audience engaged is by recapping any prior discussions using their names.
  3. Break up the flow. When people are on a virtual call, they tend to tune out. To avoid this, SCs should take intentional breaks every 5-7 minutes. During the presentation, they can ask for questions or even call out the champion in the room by name. Knowing and using the “tell-show-tell” approach multiple times over the call helps to break up the flow and reinforce points that need to be conveyed.
  4. Leverage third-party tools. The mouse pointer is not a demo tool, and circling a region on the screen is not ok. To make demos more professional using boxes and arrows, SCs should know how to use ZoomIt (for PC) or DemoPro (for Mac). Additionally, Poll Anywhere can make calls interactive and memorable. Your current tool may also have some of these capabilities too.
  5. Rely on the AE. The AE is the SC’s ‘wing-person’ and an invaluable asset during these calls. They can monitor the chat, record prospect questions and who asked the questions to review after the call, and even jump in on tough questions as needed. An open and private channel to communicate with them (e.g. Text or iMessage) may be needed during the call. Likewise, keeping their coach updated on how the meeting is progressing is important for guidance and feedback.
  6. Maintain a steady pace. Without body language or paralanguage to help in an in-person meeting, it’s difficult to perceive subtle cues that may indicate that a rep might be speaking too fast and that they’ve lost their audience. To help you stay on pace, they can take deliberate breaths.
  7. Turn on the video. SCs absolutely need to know how to work their video tool, including advanced features like surveys, notations, or whiteboarding. Even basic features like how to mute and unmute are important for a successful demo. Similarly, they should think about how they appear to the audience. Conducting the meeting from a bedroom is less than ideal. Knowing how to use and incorporate a green screen to mask surroundings can be helpful here. If you are using video and have limited network bandwidth, you may need to dial in for voice.
  8. Manage the time. SCs should plan for meetings to last 45 minutes for an hour meeting. Being mindful that attendees may have a hard stop, it’s important to try and not go over the allocated time. It can be much more difficult to stay on time with virtual meetings, so the meeting prep and taking extra care during the call will help them to finish on time.
  9. Be memorable. Another thing SCs can do to continue to build rapport is to present as if they were in person and make a connection by sharing something personal upfront. To avoid sounding robotic, they should use voice inflections to differentiate areas of importance. And to keep the focus on the rep and the demo, they need to minimize the words on their slides. Otherwise, the audience will be reading the slides instead of listening to the demo. And, if the rep isn’t speaking, they need to stay on mute (check and double-check this!).
  10. Close strong. Again, SCs need to employ the “tell-show-tell” approach. Before creating next steps together, they should remember to recap the entire flow and the business outcomes. It doesn’t hurt for them to ask their attendees if they were satisfied with what they saw, for situational awareness.

We’ve survived a number of events — the dot-com bust, Y2k, 9/11, the ’07-’08 recession — and we’ve come out on the other side with a new definition of normal. With a few bruises and a whole lot more experience, we readjust and continue progressing forward. No one knows what our new normal will look like in six months, 12 months or two years from now, but what is clear is that more and more commerce will be done remotely, virtually, and not face to face. With that in mind, these best practices will stand the test of time to help pre-sales leaders and enablement practitioners develop the knowledge and skills SCs need to have impactful virtual meetings now and in the future.

Mindtickle and PSI: Helping Sellers Speak the Customer’s Language

Do you know what “TK” means in life sciences? How about “kaizen” in manufacturing? Do you understand how AI is affecting financial services or how the Internet of Things (IoT) is changing manufacturing models? For new reps selling into these verticals, familiarity with industry hot topics and vertical-specific concepts like these may mean the difference between closing a deal and losing it. That’s one reason why Mindtickle and Performance Solutions International (PSI) have joined forces in a new partnership.

Speaking the customer’s “language” is critical on many levels, but especially when companies go to market by industry. Reps selling in this environment must have a level of expertise that shows they are market-savvy, that they understand industry dynamics and challenges, and that they understand the products and services sold in the market. Engaging on a deeper level inspires trust and confidence in the seller’s ability to understand their needs and deliver a solution that will have a significant return on investment — critical elements in making a sale.

No one understands this more than PSI, a leading provider of industry-focused performance improvement services that empower professionals with the knowledge, industry context, and insights they need to succeed in today’s highly competitive environment. With its 25 years of experience, PSI is an expert in helping professionals understand specialized industry dynamics, including the competitive landscape, market trends, and key executive hot-button issues.

Together, Mindtickle and PSI offer Sales Readiness paths that drive knowledge specific to companies in financial services, manufacturing, health care, and life sciences, insurance, retail and technology, media and telecommunications. Mindtickle’s data-driven approach to gamification-based learning, virtual role play, and coaching is enriched by PSI’s industry wikis and eLearning curriculums. The combination of our offerings sets the stage for customer-facing professionals to become more than just sellers; but rather, knowledgeable and consultative advisors.

The genesis of our partnership with PSI was driven in large part by two Fortune 500 clients of both PSI and Mindtickle. A successful go-to-market strategy common among many large enterprises includes an industry-specific approach, as is the case with these joint clients. Both immediately saw that our solutions provide a winning combination to help prepare their reps to close more opportunities.

Our partnership with PSI emphasizes the importance of Sales Readiness. Gain what you need to know about how AI is affecting health care or financial services or how the Internet of Things (IoT) is changing manufacturing models. Then, build the skills and behaviors of a top producer. And, for those inquiring minds that want to know, “TK” is “toxicokinetics,” and “kaizen” is “the practice of focusing on continuous process improvement.” — two definitions that I know everyone can’t live without.

Five for 5: Five Tips to Virtualize a 5-Day Sales Certification Bootcamp

Whether you’re a sales enablement leader responsible for sales certification or an L&D practitioner ensuring your customer-facing teams are trained, you’re likely strategizing on how to engage and coach your remote teams. Typically, you’d develop a bootcamp for in-depth training or sales onboarding, but these aren’t normal times. Your challenge is creating a virtual equivalent to the traditional 5-day sales certification in-person bootcamp slated for the end of the quarter. How do you take a “tried and true” certification program, that your organization has delivered in person for years, and successfully transition to a fully virtual offering? First, take a deep breath… Here are 5 critical tips for effectively transitioning a certification enablement bootcamp to online delivery.

Don’t Try to Recreate the In-Person Experience
This may seem like a no brainer, but when a certification program is an established institution at an organization, it may be hard to conceptualize anything else. Start by taking a close look at your agenda and decide what can be adapted or even cut out altogether. Activities like, introductions, company overviews, and trainer backgrounds could be provided ahead of time or cut completely.

Consider a Blended Approach
Use a blended framework that includes pre-work, self-paced content, virtual roleplay (e.g. Mindtickle Missions) and webinars to create an engaging learning experience. Assign pre-work and reading before the training begins. Asking sales leadership to record a video that demonstrates a best-in-class pitch or demo is a great way to keep learners engaged. (Pro tip: Be sure to keep it short and simple) Create self-paced voice over slideshows and pre-recorded videos to teach information and show what great looks like. Save the webinar (in person time) for discussions and Q&A. Consider requiring participants to complete pre-work in order to participate in the program. This will increase engagement and motivate learners to come prepared.

Focus on Skills
Re-evaluate your objectives and focus on the specific skills needed for certification. You will probably need to adjust the agenda and even the content in order to stay skills centered. Remember, while it may be important to know the five product lines at your company, focus only on the ones they are currently studying. Provide opportunities to apply their skills using virtual roleplay activities that include constructive feedback from managers or trainers. Consider using scenario based questions to reinforce skills and knowledge, then complement that with incentives to drive engagement. For example, Mindtickle leverages gamification and allows team members to earn badges as they go.

Communicate Early and Often
Write communications with a “what’s in it for me” mindset and set/send expectations well ahead of time. Be sure to clearly state due dates, timelines, technical requirements, and pre-work. Don’t forget to communicate with managers and leadership as well. They should be aware of the changes to the program and any new expectations so they can answer or direct questions. Additionally, if managers will participate in roleplay activities, it’s important they are enabled on the tools used and provided guidance on the activity parameters. Follow up with at least one additional communication prior to the first day of the training.

Review and Refine
As you move the certification program from in-person to virtual, it’s critical that you evaluate participant feedback, engagement, and performance during and after the program. Use polls or surveys after each section to gauge learner experience. Use the data to look for trends or gaps that need to be addressed. Be prepared to make changes on the fly. Creating a scalable program can be challenging but have a big impact on outcomes.

Using these strategies as well as a robust Sales Readiness platform, such as Mindtickle, you can confidently deploy your virtual certification program. To learn more about Mindtickle’s enablement platform request a demo here. Or if you’re already a customer and have any questions, please reach out to your Mindtickle Customer Success representative.

For more information, please see our page about how Mindtickle supports virtual and online sales events.