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The Next Big Opportunity for Sales Enablement: Sales Engineers

If you’re looking for a quick win in your sales enablement programs then look no further than your sales engineering team. One of the most overlooked roles in sales enablement is that of the sales engineer, also known as technical sales, pre-sales or sales consultant. While 94.3% of businesses focus their sales enablement initiatives on frontline salespeople and account managers, only 45.9% shine light on their sales engineers, yet they play a crucial role in the sales process.

Sales-Engineer-enablementSales engineers often require more enablement than reps by virtue of the highly technical nature of their role. They not only need to know everything about their product, competitors, verticals, and industry, but sales engineers must also understand how to apply this information to different use cases and differentiate your product from that of your competitors. Sales engineers touch almost every part of the sales process and play a significant role in proving the success of your product to potential customers.
Sales engineer enablement

The sales engineer is the resident product expert in a sales call – a situation that can be highly stressful even for the most competent professional. They bring together the knowledge of how existing customers use your product, usually learned from the customer success team, with the sales teams understanding of the customer, their pain points, and needs. Essentially, sales engineers need to have the knowledge that both sales and customer success teams have, along with the detailed specifications of your product. As a consultant, they provide the deep knowledge that helps customers see why they should choose your product and be able to demonstrate it.

Their role covers not only initial sales conversations but also customized demonstrations and proof of concepts. It’s the sales engineer who sets up sandboxes and pilots so that customers can trial your product and see their specific use cases in action. This process of proof of concept can take a sales engineer anywhere from one week to six months to complete.

Some businesses have acknowledged the key role that sales engineers play. Symantec designed and implemented a comprehensive enablement program targeted specifically to the sales engineers and they believe well-enabled sales engineers make their pipeline bulletproof.  This is the exception rather than the rule and speaks to the value Symantec have placed on the role of the sales engineer in their focus on customer success. Many companies simply arm sales engineers with the same information that they give their sales reps or customer success teams. While this is a start, it rarely provides them with all the information they need, nor the depth of knowledge required, to complete their role effectively.

Some areas that sales engineers need to be enabled include:

  • Detailed product knowledge that incorporates technical specifications
  • Customer use cases
  • The product roadmap and future releases
  • The RFP process and what security documents are required for different verticals and industries
  • Up to date information on competitor products and industry updates
  • The ability to dive deeper into specific pain points and requirements
  • How to conduct a technical demonstration and manage trials and proof of concepts
  • Each aspect of the sales process including who is involved and understanding when they are required

Given how critical sales engineers are in turning an opportunity into a customer, it’s surprising that more businesses have not focused on enabling their knowledge and needs. Businesses that do this now can achieve a competitive advantage that is almost guaranteed to help them close more deals faster.

How have you enabled your sales engineers?

In Conversation with Mark Tefakis of Fuze

MARK-TEFAKIS_sales enablement_fuzeThis post is based on a webinar where Mark Tefakis, VP of Global Enablement at Fuze, shares the key pillars of successful sales enablement and how to show its ROI to your leadership.
Fuze is an award-winning “cloud-based unified communication platform that addresses complexities around the modern workforce with the ability to work in a way that drives efficiency and effectiveness for the growth and profitability metrics companies need,” explains Mark. “Founded in 2006, we’re headquartered in Boston and have offices throughout Europe, into Australia, Latin America, and Asia Pacific.”

The evolution and need for sales enablement

“Sales Enablement centered around training and development initially and expanded into how you fully enable the sales organization,” Mark continued. “A lot of CSOs are being challenged with having a constant pulse on the business, to be able to report on where they are today, where they’re going tomorrow, and knowing the lead and lag indicators so they can be responsive to the demands of the business. The discipline of sales enablement is a foundational set of processes and standards that help the CSO address that pressure and scrutiny. This foundation includes time to ramp (TTR) [onboarding], ongoing enablement [to increase productivity], and [preventing] unplanned churn.”

The five pillars of sales enablement

Mark developed the concept of the five pillars of sales enablement through his experience in sales and sales leadership. They are:

  1. Organizational alignment: “Before you get started you have to understand the dynamics around the organizational alignment. Do you have governance and some process in place where everybody understands the vision, strategies, initiatives, scorecards, and metrics that you’re putting in place to drive the success of the program? That’s critically important,” explained Mark.
  2. Role-based certification: Most sales organizations have several different roles that vary by company and industry. Role-based certification involves identifying the competency model tied to the skills and knowledge associated with each role. As you look through the motion of each role, what is the thing reps need to know, say, show, and do as they manage the day-in-a-life of performing against the expectations of the role? Next, turn it into a curriculum and how you want to train, develop, and evaluate the performance of these roles. There are three levels that comprise this certification model:
    1. Lecture and test the retention of knowledge;
    2. Exercise and application, transitioning from understanding a concept into applying and exercising the skill tied to that concept prior to going out into the field; and
    3. Managers evaluateperformance in the field and coach.
  3. Enablement on demand: “Leverage technology to streamline how effectively you execute against the things that are defined in the role-based competency model. There’s no need for heavy dependency on instructor-led training or virtual training when there are technology and applications that allow you to better drive efficiency and effectiveness, plus scale better for the organization within a proper cost model,” explains Mark. “Leverage technology as part of this foundational layer and put the power in the palm of the hand of the individual. Do this within cloud-based applications, with integration into CRM, where you can tie learning and sales supporting assets to a specific sales scenario, prescribing assets and learning based on that scenario. Also building in some gamification to drive contest around how people learn is really compelling. I would encourage you to think about enablement on demand,” he continues.
  4. Predictive analytics: “It’s one thing to look at reports and reference a dashboard of things that happened in the past. It’s another to look through the windshield, at the road ahead, and predictively be able to tell where your business is going. If you establish the right lead and lag metrics, supporting technology can show when individuals in your sales organization are heading for disaster. You can then start to prescribe specific learning to get them over that hurdle so they can start to perform much better,” suggests Mark.
  5. Sales advisory boards (a.k.a. voice of the customer): “If you don’t establish champions and have a feedback loop from the sales organization, you will battle some apprehensive people while you’re pushing programs out. This is a mechanism for you to be able to gather insight and feedback in a structured fashion. Sales can contribute to the design and development of your initiatives through localized champions who can support and help drive adoption,” he explains.

“With the five pillars of successful sales enablement,” Mark explained, “we’re leveraging really interesting technology to help do this so you can scale with the demands of the business. You’re not asking the CFO for a ton of bodies, you’re actually leveraging the power of technology, and better equipping and enabling the field based on the power in the palm of your hand, which ties back to the center pillar of enabling on demand.”

How sales enablement works at Fuze

“First and foremost is sales methodology. Whether you do it internally or you leverage an external partner, you have to start there because that is the foundation that drives the rest of the bubbles to the right,” Mark continued.
“Once you have that in place, you then start to think in terms of how to establish a best practice approach to outreach and engagement to the marketplace. We use Mindtickle for our learning management system and recently launched it to our global sales organization. We use Savo for our content management system and a combination of both Mindtickle and Savo to help us with ‘voice of the customer’ and engagement with the field.  This gives us the pulse of what’s going on,” explains Mark.
“All of these equate to very effective sales productivity based on the pillars and the underlying enablement technology that you can put in place.”

Conversation with Jonathan Hinz and Daniel Kuperman

Seismic and Mindtickle sales enablementThis post is based on a webinar where Jonathan Hinz, Director of Product Marketing at Seismic and Daniel Kuperman, Director of Product Marketing at Mindtickle, discuss maximizing the impact of sales enablement with content and learning. You can listen to the entire webinar here.
Today’s buyers are more informed before they meet with sales reps. They expect reps to be prepared to help them make an educated decision. Unfortunately, modern sellers are stretched so thin by day-to-day demands that they’re often challenged to find the time to really understand their buyers. “This is the gap of knowledge and preparation for sales,” Daniel explained, “There are several aspects to this gap:

  • How prepared the salesperson is to have a conversation with the buyer;
  • What they can offer during that conversation in terms of solutions and insights; and
  • How much they know about your pain, your challenges, and your industry to educate you to move towards the ideal scenario.”

Things have changed for Marketing

Marketing needs to change to ensure it can feed the right leads to sales in this new world order. “At the marketing level, we’ve had this conversation one too many times. We’ve been using marketing automation platforms to broadcast our messages to find and advance leads until they’re good marketing-qualified leads to hand off to sales,” Jonathan said.
“Sales works these leads until they’re won or lost,” Jonathan continued. “Where are the key learnings? How do we win? What content was used? How was training effective? What element went into that salesperson being able to close that deal? How did marketing know what content worked? How did they enhance those leads to get to the point where there was a signature on a piece of paper? These metrics all need to be captured for marketing to optimize the flow and drive better-qualified leads.”

What is the solution?

Sales also need to be equipped to meet these changes.
According to Daniel, “There are three things you need to do to meet these challenges:

  1. Prepare sellers to have the value-added conversations buyers expect from them. This is not just about sales training, but really making sure reps have the knowledge, skills, and behaviors they need to perform in the field;
  2. Ensure sellers have the right information at the right stage of the sales cycle. In today’s environment, reps need very specific training and content at different stages in the sales cycle. This ensures they can adapt to the various situations and demands of their buyers; and
  3. Create a culture of continuous learning so sellers are always prepared to engage with buyers. This is the best way for sales reps to become familiar with new features and product updates quickly without taking them out of their selling environment.”

There are some constraints that must be addressed for this to happen. According to Daniel, these include:

  • Creating a culture of continuous learning without impacting selling time;
  • Understanding that one solution won’t necessarily meet every organization’s needs;
  • Being able to demonstrate the value of your sales enablement initiatives; and
  • Reviewing existing systems to determine if they are inefficient or and need to be updated.

How you really fix these issues?

Sales Enablement plays an important role in addressing these issues.
“The essence of Sales Enablement is really about setting up the framework so Sales can be successful,” according to Jonathan. “Plus, you need to have the right training in place to provide context at the same time. This includes new product launches, new competitive messaging, new decks, new content – sales needs all these different things to quickly absorb this information so they can have better customer conversations.
When that’s done right, sales reps are easily able to access the right assets. They know how to use them, the results are awesome, and they can accelerate deals. They also have a better deal impact and their teams become more efficient.”

The organizational benefits multiply

It isn’t just the sales reps that benefit from these enablement initiatives. There are flow-on effects throughout the organization. From a business perspective, what we see across companies that we work with, is a stage of effects,” explains Jonathan.
“First, there is increased efficiency across the business thanks to improved sales and marketing alignment. People can find content as it’s all in one place. Sales teams can pull assets and know how to use them because the right training is in place. This results in improved content ROI and increased seller productivity,” he continues.
“All this together creates a higher focus on commercial outcomes for the business. New and organic revenue growth is driven by these more productive and effective teams.”
“This improves morale amongst the sales team, particularly because sales reps realize their organization is taking them into consideration,” adds in Daniel. “This also results in significantly reduced attrition rates. If you want to grow your sales organization, improving morale, and how your sales reps are perceived internally is extremely important. It’s a great outcome that will positively impact your bottom line.”

The future state of sales enablement with Mindtickle and Seismic

Mindtickle and Seismic integrate with your CRM system so sales reps have access to them every minute of every day,” Jonathan explains. “They give them the tools and the resources they need to have great customer conversations. By providing them access to the platforms they already use, sales reps do not need to go to offsite training that takes up their valuable sales time.
With this combined solution, you’re able to lock content until knowledge certification has been completed. This means sales reps have to take the training before they can access some content. It’s an awesome capability that can magnify your ability to train and educate your entire sales team.
The solution also has the capability to combine content and training on a landing page that sales can see on a daily basis. The reality is that only a small volume of content in the library is actually used. 80% to 90% of content is generally unused for a good reason -it’s not the stuff that closes deals. It’s the 10% to 20% that does. This is what sales see on their landing page.
If they’re looking for something on a more occasional basis, that’s what Search is for – the every so often use. The training content can be extracted from Mindtickle and put it into the Seismic platform. It’s an incredible capability that really enhances the content and gives it context, “ explains Jonathan.

Customers see ROI and results

Companies that use Seismic and Mindtickle achieve the following results:
Seismic Mindtickle

Organizations need to become agiler to succeed

Sales Enablement is charged with leading the way organizations to address new business challenges so they can accelerate their sales now and into the future.
“Enablement leaders need to create a  culture of continuous learning so their organizations can become agile and adapt well to changes happening in the marketplace,” Daniel advises. “This can be achieved by looking at the technology available today. Mindtickle and Seismic offer one possibility by working together.”
“Regardless of the technology platform that you choose, my recommendation is to make sure that it is aligned with the vision for Sales Enablement at your organization,” he continues. “Make sure that the platform, or combination of platforms, that you choose is actually going to help you move the needle now and as you grow. Don’t just look at the problems you need to solve today, but also think about whether the solution can grow with your organization. A good sales enablement platform should help you tackle all of your issues,  provide strategic insights and facilitate the change management that is required from sales enablement today at organizations of any size.”

In Conversation with Christopher Fulmer

Conversation-Christopher-Fulmer_sales_enablement_symantecThis post is based on a webinar where Christopher Fulmer, formerly of Blue Coat and now Director of Global Sales Enablement and Product Evaluations at Symantec, explained the importance of data-driven sales enablement to maximize sales effectiveness. You can listen to the entire webinar here.
“Our team in enablement is held responsible for making sure the sales teams have what they need to be successful. It’s their responsibility, and their manager’s responsibility, to make sure they’re continually taking those steps to stay educated. Sales enablement is not just training. My team partners with key teams within our company such as product management, engineering, product marketing, sales leadership, operations, finance, and HR to drive forward the end goal of making us all successful. I’ve found a lot of success when we form those strategic partnerships. When sales win, we win. That’s where we find our success.”
Initially Blue Coat, before being acquired by Symantec, introduced Mindtickle to their sales team. “We took a sales kickoff, which could have been perceived as a challenging time to roll out the technology, and chose that as the time to roll out Mindtickle. This environment, where sales were coming together, helped us roll out Mindtickle as it was an essential tool at that sales kickoff. Because Mindtickle has the flexibility to create separate audiences, it allowed us to push out personal agendas, quick references, surveys, and feedback,” he explained.
“When we left that sales kickoff, every sales rep had been on Mindtickle, was using the tool, knew how to navigate it, and was comfortable with it. When they got back in their sales roles, and I needed to get product information out, I knew that I was pushing it to a team that could quickly absorb it,” he continued.

Blue Coat continued to leverage Mindtickle as their sales team grew

“We found ourselves growing at a hyper rate,” Christopher explained. “We were a fast-moving company in a constantly changing environment. We were leveraging Mindtickle for two main things during that time – our incoming new hires and our existing salesforce.”
“In the cybersecurity area, your entire industry can take a left turn overnight. With just one outbreak or vulnerability, things can dramatically change. How quickly you get information to your sales team and they understand, absorb and go forward with that information can be a driving force as to whether you have a successful outcome. That’s one of the areas that we found success with Mindtickle,” he continued.
According to Christopher, sales onboarding was another way Blue Coat successfully leveraged Mindtickle. “We were onboarding 25 to 35 new sales reps per month, at a minimum, and there were months where we were just wearing out our team running onboarding sessions every week or two. We were able to use Mindtickle to experience faster ramp-up times with our incoming sales reps,” he explained.

Sales enablement was crucial when Symantec acquired Blue Coat

“An acquisition is a great opportunity for sales enablement to be engaged. During Symantec’s acquisition of BlueCoat, our main challenge was how to enable two separate sales teams concurrently. We also had a couple of back-office systems like SFDC. We were able to work with them by working with the Mindtickle team,” Fulmer explained.
“We had a big desire to communicate to the field, and everybody within the company had something they wanted to communicate to them – our integration team, our executive leadership team, and the sales teams. Mindtickle gave us the ability to push out corporate communications, a corporate pitch, and executive communications to the teams very quickly. Through the technology, we were able to target specific teams and simplify messaging. It was a huge benefit to us as we went through that acquisition.”

Symantec now uses Mindtickle to enable their sales teams

Fulmar identified four ways that Symantec still uses Mindtickle to enable their sales teams:
1. Onboarding
“An Olympic rowing team is all in sync. Everyone’s got their hand on an oar and they’re driving that boat forward as fast as they can. That’s like a highly effective sales team in action. Everyone with a single focus, driving the boat forward, in sync, working together. A new hire, until that person is ramped up and effective, is in a big pool float dragging behind the boat. They’re not helping, they’re slowing things down. My job is to get that person out of the water, in the boat, put an oar in their hand, and get them working with the team,” explains Fulmar.
Mindtickle is used by Symantec for their onboarding program as Fulmar explains, “I can use it for pre-work to level the playing field so when they do arrive at an onsite training everyone is on the same page. I really need that time, onsite, to be high value, high return. Technology allows us to do that. The ability to track the pre-work and verify that they’ve done it with quizzes and certifications adds the ability to see where there may be gaps or where you need to spend a bit more time with an individual before, so they’re on the right page when they come in. The strengths of the analytics give us the ability to do that.”
“Having them jump on that technology as part of the onboarding process sets the new hires up for success as they continue in their life as a sale team member. I teach them, from day one, how to use that tool and where to find value in it. They’re much more likely to use it when they get in the field than if I wait and expose them to that tool after they’ve been at their onboarding session as a new hire,” Fulmar continues.
2. Quick updates
“This is a big area where we leverage Mindtickle. When I say quick updates, I want to be realistic on what quick is. If it’s something that’s going to take an hour or multiples hours to read and absorb, that’s not my target for a quick update. I use it for something that they can quickly access and absorb. A product update, something around a product release, executive communications, or sales communications are things that I push out in that quick format,” Fulmar explains.
3. Coaching
“The landscape has changed in the sales enablement world over the years,” according to Christopher. “For example, when we used to work on a corporate pitch, we wanted to “certify” the sales reps on it. So we would come up with a plan where someone from my team and someone from the sales management team would get in a room together. We would then ask the sales rep to take time away from the field and come and give that corporate pitch to us so we could certify them. As you can imagine, it was very costly and took time.”
“Now we use Mindtickle. If I want to know whether everyone knows how to articulate our corporate message I can give them an example of me giving that corporate message and then ask each of them, using Mindtickle, to record themselves. They then send that to me on Mindtickle and I can give them feedback and send it back to them. If there needs to be a correction, I can do the correction and send it back to them. They can then redo it and send it back to me.”
“Basically, I can certify that they understand that message without ever having to get on a flight or asking them to take time out of the field. Coaching with Mindtickle is an area that we’re just scratching the surface on now and have found success with,” outlines Fulmar.
4. Surveys and feedback
“I use this when we do a meeting, such as a sales kickoff, to get feedback on the speakers and identify any hot topics the team may want to hear before the meeting.  We then push information out to the reps afterward and understand whether that information has been absorbed, they understand it, and if we need to spend more time on it,” explains Fulmar.

Data-driven sales enablement is crucial to maximizing sales effectiveness

“Data is what allows you to show that something you’re doing is working. Without the data, it’s your opinion. I want to be able to show management with something that can be measured and show a result,” according to Fulmar.
“Just a quick example, NFL players go in on day one of offseason and do measurements like strength, speed, agility. They have a measurable starting point. Then towards the end of the offseason training program, they go back and remeasure. They can show where there has been growth and where they didn’t get the growth they expected. Until they have those measurable results, a general manager can say we had a great offseason. Unless you have measurable results, how do you back that up? That’s why I feel like data-driven sales enablement is important for maximizing the sales effectiveness,” he explains.
“Whether we’re running a report on our entire sales force or our managers are running a detailed manager dashboard, Mindtickle gives us the analytics to maximize our sales effectiveness.” Fulmar identified three areas in particular:

  1. It gives the ability to take data and continually learn and refine how they enable their sales team;
  2. It highlights what the sales team is using—what content are they taking advantage of and what are they not; and
  3. If they’re not using content it allows sales enablement to question why. Perhaps the format didn’t work well or the information wasn’t right.

“If I’m looking at the numbers, I can see that kind of information and make adjustments to move forward. I can also show value to our leadership team. If I can show that people within our top 20% of sales are also those people that are our top users on Mindtickle, then I can show a direct correlation that our top people are taking advantage of the technology. Being able to show that kind of value to our senior leadership team, to our board, that’s priceless!”

In Conversation with Jordy Brazier

 

Conversation-With-Jordy-Brazier_500x500This post is based on a podcast with Jordy Brazier, VP of Sales Operations for Qubole. You can listen to the entire podcast

here

.

Qubole is the largest cloud and diagnostic big data service, providing businesses with a self-service data platform to help them make data-driven decisions. Their vision is to create an autonomous data platform that is capable of optimizing its performance so data teams can focus on the more strategic and value-added work. Jordy Brazier is responsible for their Sales Operations and enablement, an area he is passionate about.

As a business, Qubole sells primarily to IT decision makers in data-driven enterprise companies. Their customers understand the value of big data and want to leverage it in a more cost-efficient way to improve their performance.  In an industry that’s rapidly evolving, sales enablement is key to driving competitive advantage.

“For us, sales enablement is about how we can use content and develop training that increases sales productivity. By sales productivity, we mean the productivity of our reps. Do we look at things like how can we increase their deal size? How can we increase how fast they onboard? We use several programs to execute this, onboarding boot camps, QBR’s, kickoffs and ongoing training as well,”

outlines Brazier.

For each sales enablement initiative, Brazier focuses in on a core metric.

“For example, the primary metric for the onboarding program is time to first deal. We now have a 90-day onboarding program, and we measure how we’re improving by looking at everyone who goes through that program. Are they faster to close? Do they get to their first deal quicker? If we look at other parts of the sales cycle we’re going to use different metrics, but it’s very important to measure a specific metric that’s most directly related to what you’re trying to achieve,”

he explains.

As the company has been scaling rapidly, onboarding has been an area of focus for sales enablement.

“Our sales onboarding is a 90-day program. Once a field rep starts they attend boot camp within the first 30 days,”

Brazier explains.

While Qubole would previously send Wiki and other information to new hires they had no way of knowing who had looked at it before boot camp. But using Mindtickle now gives them the ability to make this process interactive. New hires go through role play certification and now management can measure who’s actually confident and absorbed the information.

Everyone is on the same page when we start. It’s not just a 30-minute class and then a test. The questions follow the learning. It’s not a testing platform it’s a learning platform. So we know exactly what they already know and we can take it from there.”

This has allowed Qubole to refocus its boot camp.

“The boot camp is now more of a tool versus being a class. They’ve already trained in the app or in a bite-sized way with quizzes, so when they come to boot camp they’ve already reviewed all the training. And when we put them in front of our executives at boot camp the reps can actually ask much more meaningful questions,”

he continues.

“After getting feedback and looking at the metrics, we’ve focused the boot camp to be all about understanding the value of the company, why is the company’s solution the best. To achieve this we do simulations throughout the boot camp. Reps have to present twice during the boot camp, at the beginning and at the end of the week. They pitch to the rest of the class and get feedback from management, the class, and an existing rep,”

Brazier explains.

It may be intense but it gives Qubole’s new reps the confidence to pitch the product. And they need it because once boot camp is over there is a real customer waiting for them. Working with marketing and the management team, new reps attend a field marketing event within 30 to 45 days of starting, just after boot camp.

“They can pitch live, face to face with good prospects and start to build a pipeline. That really moved the needle for us and shortened the time to the first deal,”

he says. “

We then do a 60 day check in to see if they need help with anything and again at 90 days.”

Qubole also runs several other initiatives including a kickoff twice a year.

“At the kickoff, we look at overall positioning and messaging. We’re in a fast moving market so at each kickoff we revamp the company deck for the entire team,”

he explains.

Before the kickoff, new materials and presentations are made available to reps on Mindtickle. The reps record their pitches and these are reviewed at the kickoff as a learning experience.

The best ones are presented to everyone at the kickoff, leveraging the competitive spirit of their salespeople.

Ongoing learning is also important to Qubole.

“Every week we release a new course or update on what products we have or how to compete on specific products. In Mindtickle we can see who is learning and who needs improvement. We actually give a $100 gift card to the top learner each week. It’s helpful to drive adoption and it makes it fun. It’s one way that we make sure that we are prepared, are true trusted advisors to our customers and are able to deliver true value. That’s super important and that’s why we take enablement very seriously. We really invest in those programs and technology that makes our team the best and puts the firepower behind it,”

explains Brazier.

Interestingly, Qubole also found a correlation between learning scores and the performance of their reps. Their consistently low performers were also struggling to pass the tests on Mindtickle. It was a good indicator that something was just not working.

“It’s all about raising the average. The top-performing reps will probably still be the top performing reps even without training, but if you can bring the majority of middle reps up then you can make a significant difference in the overall productivity,”

he says.

Qubole has certainly gone through a considerable learning curve while implementing its enablement initiatives and Brazier is happy to share his top three tips.

“First, if you don’t have a learning platform, bring one in ASAP. I think that really moved the needle for us. Also, narrow the focus of your boot camp. Don’t incorporate everything under the sun, just focus on the value. And understand that you will only be successful if there is very strong cross-functional collaboration. You need to get the best out of product management and the best out of marketing, so include them early on. Asking them for their inputs and get their buy-in.”

This approach has certainly worked for Qubole, who continues to go from strength to strength.

In Conversation with Nancy Maluso

This post is based on a webinar with Nancy Maluso, Research Director for SiriusDecisions. You can listen to the entire webinar here.
SiriusDecisions empowers marketing, sales, and product professionals to make better decisions, execute with precision and accelerate growth. Nancy Maluso has built and managed successful teams in the technology industry and now brings her passion for improving sales productivity to her research at SiriusDecision.
“Coaching is something that I love. It’s something that actually moves the needle and helps people perform better,” exclaims Maluso. “According to Wikipedia, the know it all of all things Internet, coaching is a form of development in which a person called the coach supports a learner or client in achieving a specific personal or professional goal by providing training, advice, and guidance.”
Coaching has been proven to work and sales reps find it valuable. “When we asked high performers where they see value in coaching they said, for example, that on deal collaboration and navigating internal resources coaching was extremely important to their job performance,” says Maluso. “Yet, overall, 22% of reps don’t receive any coaching and only 36% of sales reps actually made quota. The average turnover of B2B sales professionals is about 32% annually, meaning 3 out of 10 territories are left uncovered. And when we surveyed top sales leaders we found that 7 out of the 10 inhibitors to growth have to do with sales skills.”
There is clearly a disconnect. If sales coaching is so valuable to reps’ performance, why aren’t more reps being coached? According to Maluso, for a coaching program to be successful, it must include four critical factors. “First, coaching is an individual game. It’s based on the needs of the individual. We have to have some way of knowing what someone needs in terms of coaching.
The second is a competency map. What skills, knowledge, process, expertise, and tools does an individual sales rep have to have to be good at their job? Thirdly, we need insight, both data, and observations, that allow us to know what the individual needs to be coached on. Effective coaching programs are prescriptive, proactive and persistent. We found that if we don’t provide sales managers and sales leaders with a process and a program combined with some tools to help augment the coaching effort, it typically doesn’t happen.
Finally, there need to be actions that the individual is going to take to make a difference.” When all of these factors are in place sales coaching will be most effective. But successful coaching requires more than just a process.
“From a cultural perspective, we want the program to be constructive, not punitive. Part of that is asking reps to identify and self-correct wherever possible. To have the coach support their sales effort persistently through every stage. It’s not just at the end of a win/loss review for example. It’s before they go to have a conversation with the client; it’s not punitive, it’s supportive,” explains Maluso.
Coaching is also a continuous process, it has no defined endpoint. “If a rep has mastered what they need to do with their job, coaching should continue to help develop them for the thing they want to achieve next. Whether it’s leadership roles or specialization, coaching should continue to support that rep,” suggests Maluso.
Persistence is another important quality in an effective sales coaching program according to Maluso.
“We’ve had clients say to us, “Well I do coaching every quarter. I do it at the quarterly business review.” That’s not coaching. it’s persistent and it’s proactive, and it’s always on,” she explains. To create a program that is persistent and proactive you have to have insights. That’s where the competency map comes in.
“It defines what reps need to be able to do. Then it’s looking at metrics that say, “Are they doing that?” Hopefully, your tools track activities that reps undertake so you can see if they are they making the right number of calls. Are they having the right number of customer engagements? Doing the right number of demos?” she suggests.
Useful information can be gleaned from lagging indicators like your sales funnel or win/loss ratios.
“For example, if the funnel is fat in the middle, but narrow at the top and narrow at the bottom, it might indicate a few things,” she says. “Metrics don’t tell you precisely what’s wrong, they give you indicators. Just like if you hit a golf shot and it goes to the right, a good golf coach will have a sense of why that might be. But until they inspect your actual swing, they’re not going to know specifically what’s wrong with your particular mechanics. The same is true with the sales rep. The dashboard gives indicators, things to probe on. If the funnel’s fat, we might look at, well, are they having trouble with solution design? Maybe they’re not engaging their sales engineer properly. Perhaps they don’t know how to use the CPQ tool. Only by observing them in their work will you know or sure.”
To really understand what’s going on insights have to meet with reality. Data provides one view, but it’s not until you observe what a rep is doing on a regular basis that you can identify how to effectively make a difference. “Managers aren’t observing reps to be Big Brother. It’s about understanding what the rep needs,” she explains.
Observing reps so that you can coach them and make a real difference to their performance requires cadence. That’s where the right tools are so crucial. “Processes and tools can help us make coaching a regular part of weekly one-on-one calls, a regular part of prep before customer calls. Coaching can also be done in groups, talking about individual needs so others can learn. It can be done in a lot of different ways, and processes and tools help us automate some of that process. Bring forward the insights and link them to potential tools that can help us support the rep,” suggests Maluso.
“In my example of the fat funnel, let’s say on observation the manager realizes that they don’t really do enough qualifying questions up front so they’re not able to design a solution effectively, and so things get stuck in the middle. Well by observing that the coaching tool can provide a discovery list of questions that can help in solution design, or a video of a rep who’s showing and demonstrating how to do this well or a role play that they can practice to help them get better. Those are the kinds of tools you can provide to managers so that they can coach more effectively,” she continues.
Good coaching programs are also prescriptive and link actions to outcomes.“They are very specific about what needs to be done. What the rep needs to do is understand what actions they need to take that are different. They need to practice those actions and establish a pattern where the action results in impact. Linking what they’re doing or practicing with the outcome you’re looking for is absolutely critical. You want to record in your tool or within your process exactly what coaching is going on and what we’ve asked of the reps or we’ve asked of ourselves as coaches to help them,” she explains.
One final tip from Maluso is to look at data holistically.“Look for patterns. We might see that all reps are having trouble with discovery; not just yours. We can then go back to product marketing and work with them to develop the right tools and maybe a training webinar on how to do effective discovery,” she suggests. By creating a coaching program that is prescriptive, proactive and persistent you can create a culture of support. This puts the development of your reps front and center, where it should be.

In Conversation with Dabur on Sales Effectiveness

This post is based on an interview with Chirag Singh, Sales Capability Development Manager at Dabur. 

Dabur is the world’s largest Ayurvedic and natural healthcare company.  With over 2,000 sales reps Dabur has certainly had its challenges finding the best way to train and coach its salespeople working in different geographical regions. Chirag Singh who leads the sales capability development function at Dabur talk to us about how this FMCG giant enabled their sales team, regardless of their location.

Their sales organization structure has many levels

FMCG sales reps require specific skills

Sales in the FMCG space is very different to B2B sales. Sales reps require very different skill sets to deal with the unique challenges of their business model, where they deal with a range of distributors from large chains to mom and pop stores.

Apart from the typical negotiations, conflict management, and partner management skills, it’s important to drive process adherence. Coaching focuses not only on team handling and negotiations skills but also basic analytical skills. This helps identify whether sales reps are able to interpret data as expected.

Prioritizing sales readiness initiatives was crucial

It was important for Dabur to create a strategy for their initiatives that focused on the skill sets that their reps needed to improve. To achieve this, prioritizing their initiatives was crucial, particularly when you consider the size of their team. To improve the sales effectiveness of their team Dabur implemented several initiatives.

“The most important initiative, and one of the most basic is to standardize the onboarding process for all new hires in the sales team. Dabur is a large and diverse organization so it is even more important to have a standard onboarding system in place.  We use Mindtickle to provide us with visibility on the learning curve of every new hire in the sales team,” explains Singh.

Dabur also had a long-term vision for their digital sales readiness initiatives that extended beyond sales onboarding.

“Another thing that is really helping us is the creation of a knowledge bank. This is a repository of all sales processes and sales related collaterals. Since the Mindtickle platform is online and agile, it is much easier for us to add and update modules as and when there is a change in our process. It’s been about 8 months since we started and this has now become a part of our daily work,” continues Singh.

Managers have visibility into every sales rep’s progress

“Using a platform like Mindtickle gives us visibility into what skills each rep needs to improve. That is the greatest benefit we’ve obtained from this initiative. Improvement takes time, for some individuals it can take a few weeks, and for some, it can take a few months. It really depends on the kind of work assigned to them,”  explains Singh.

Dabur’s initiatives also help them identify and fix their rep’s knowledge gaps. They have implemented a manager led feedback system that has been essential to their sales transformation program.
“Mindtickle allows us to track the coaching tasks given to each sales rep after the fact. We then involve the manager, using a feedback mechanism, to review the improvement in their reps’ performance and actually give them feedback. This process is really helping us drive effectiveness and improve our performance,” explains Singh.

By leveraging technology Dabur has automated and simplified its sales process. At the same time, they have brought their sales team much closer towards their end goal of achieving best-in-class sales effectiveness.

Boost your sales efficiency!

See Mindtickle in action today!

In Conversation with MuleSoft on Sales Coaching

 

This post is based on a webinar where Stephen Hallowell, VP of Sales Enablement at MuleSoft discusses why companies should invest in sales coaching.

MuleSoft is a leading high-growth technology company that focuses on application integration under one platform. With over 800 employees and over 1000 enterprise customers across 60 countries, MuleSoft has had astounding growth.
“We have been evolving quite a bit as a company over the years. We have gone from what was a fairly tactical engagement to selling business value associated with what otherwise can be a pretty technical concept. We are enabling change on a broad scale inside some very large companies,” explains Hallowell.

Why sales coaching matters

A significant part of MuleSoft’s success can be credited to their investment in sales coaching. “To improve the outcome and win more deals, the sales rep has to start doing things in a fundamentally different way than they were previously. Natural behavior is to put one foot in front of the other and keep marching straight. We need our sales reps to stop and take a left turn at some point. The only way that we’ve been able to drive that behavior change is through coaching, ” says Hallowell

Two main aspects of the coaching program 

Sales leadership at MuleSoft decided that their sales coaching initiative should answer two questions:

  1. Are

    their reps doing what is important?

  2. How can their managers help their reps sell the right way?

Most sales teams get their approach to the second question right by coaching their sales reps. But the first question is often under-recognized yet it’s vital to ‘accountability’.
“If the manager doesn’t actually know and doesn’t have the ability to know, whether somebody’s doing the right thing, and the individual contributor also doesn’t know, you can never get that self-diagnosis. The more you can make it very apparent to people what they’re doing well and what they’re not doing well, you create the need for change,” explains Hallowell.
“If somebody comes in and coaches me and says, “Ah, well, hey, here’s a better way of doing things,” and I haven’t seen that reason yet for doing things differently, I’m not going to get the results out of it,” he continues.

Building a competency map

The first step was to identify what knowledge gaps their managers had. This was done through effective benchmarking.
“To kick this off, we did some benchmarking with our managers by assessing them against some third party statistics. That helped us realize some are exceptional and some are not. That helped create that need for change across all levels of the organization,” explains Hallowell.
Once the gaps were identified, the next step in the process was to train them effectively on their skill gaps. “The next thing we did was build the competency maps. We did that probably 9 to 12 months into the process. In my experience, for a competency map to be effective it’s got to be somewhat detailed, just because you’ve got to be precise about what you want people to do. That level of detail delivered too early can be a bit overwhelming. Trying to find that right balance of really defining for the managers, these are the specific behaviors and skills you need to coach, to giving them enough detail to be actionable, but not so much detail that you overwhelm them,” explains Hallowell.

Designing the certification program

“One important thing we drove was a significant relaunch of our messaging. A pool of leaders and individual contributors locked themselves in a room for a couple of days and came out with something that everybody felt really good about. Once it reached the field, there was no question of “Is this the right message?” Our leaders bought into it,” says Hallowell. The primary element in the coaching program at MuleSoft was message calibration, which was done by the leadership team.
“We had the core team record themselves in the Mindtickle platform to provide examples and best practices. Then we formed a group of best performing reps and managers who we call black belts. This group of black belts then certified the full team. We had over 500 people go through this program,” explained Hallowell.

Coaching is not a checkbox exercise 

The importance of this program is well understood given that over 500 employees went through the coaching program. The program was well received across the organization. What exactly worked for MuleSoft?
There were multiple factors including support from their leadership, setting high benchmarks for their sales reps and providing personalized feedback for each rep.
“One of the things that were really important for us is that this wasn’t just a check the box exercise. If it had been simply a box-checking exercise, there wouldn’t have been a lot of opportunity for coaching. I can’t overstate the importance of really broad management support and solving a pain point that everybody recognizes. The next thing is holding that performance bar very high. We did not pass people who were not completely 100%. Yeah, it might take a little longer than we want, but we’re going to make sure we get everybody’s attention on,” says Hallowell.

Finally, make it awesome

The success of a coaching program is measured on how well it is adopted.

The last thing I’ll leave you with is we have a set of core values at MuleSoft. One of them is to make it awesome. It’s one that I love. I use it with my team all the time, and I think it’s so important in our role. You’re going to ask a lot of people going through this program. If they detect anything that’s not awesome, they’re not going to invest,

says Hallowell.

Did Hallowell and his team make it awesome? Given their success, it sure looks like they did. The coaching program helped MuleSoft scale their sales team without compromising on the performance of any individual. Their average selling price went up from $ 77K to $169K. And feedback about the coaching program was really positive across all levels of the organization.

“A number of people that came up to me and just said, “Thanks for making me go through that.” I think this quote is verbatim from half a dozen people, said, “You know, I was pretty skeptical about this thing when we first started, but I’m so glad you made me do it. I’m so much more confident with my customers,” says Hallowell proudly.

In conversation with Jeremy Powers on Sales Enablement at MongoDB

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

here

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

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

Maintaining sales effectiveness is a challenge

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

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

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

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

explains Powers.

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

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

Onboarding sets the baseline

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

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

explains Powers.

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

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

Advanced sales training brings in real-world learnings

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

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

explains Powers.

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

Accountability and constant evaluation keep the team on track

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

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

explains Powers.

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

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

explains Powers.

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

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

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

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

explains Powers.

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

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

explains Powers.

How to Convert Your Training Presentations Into Awesome Videos

You can create interactive videos to engage your learners at a whole new level. In the age of interactive and gamified learning, the one obstacle Learning & Development teams face is the ability to convert the existing text-heavy content into an interactive video. The charge to hire professionals to make great videos is quite high and one does not always have the budget for these video professionals.

What if you could quickly create your own videos, right from your desktop? Surprised? Well, don’t be! Even you can create interactive videos which are short, crisp, to the point, and engage your learners at a whole new level. And guess what? There are many basic tools which are easily available on the internet that allow you to make great videos!

Let’s step through the process of creating a learning video of your existing presentation, with the help of these tools.

The Planning Stage

It is absolutely vital that you plan your conversion process first. This would help you avoid unnecessary “outtakes” and prevent you from pulling your hair out.

To get started, make sure you:

  1. Break down the content into small presentations which cover all the topics. Make sure each topic is a bite-sized one so that you don’t overwhelm your learners.
  2. Remember to use animations to strengthen your presentation. These will be very useful to focus your learner’s attention, something that you might have relied on a trainer to do in a classroom setting.
  3. Identify how you can test each topic at the end of the videos and also give them further material to explore. This will ensure that your learners’ interest is kept high even after the lesson has ended
  4. Prepare a script for the voice over that you will record when running the slideshow. You need to have a plan about what to talk about on each slide. It is as good as giving a live presentation in a training session. Make sure the narrative is as interactive as possible. Keeping it casual and having a sense of humor in the script is the way to go.
  5. Keep the video script short and crisp. A learner’s attention span is usually around 3 to 4 minutes, which is why the ideal length of a learning video should not be more than that.

Here is a sample plan for the narrative for a screencast to search for a product on Google.

The Execution Stage

Once you have the topic presentation ready, then starts the fun part! Download a screen recording tool

The tool that we recommend (and use internally) is Camtasia. It has extensive features but is also extremely user-friendly. Camtasia even adds a plug into your MS Office PowerPoint, from which you can record your presentations with a single click. In case you do not like Camtasia, there are lots of screen recorders that can be found on the internet which include:

Download any one of the above, which will enable you to record your screen when you are running a presentation.

Record the Video:

To start recording the video, you will have to use the screen recording tool. Prior to recording, make sure you have adjusted the settings according to your requirements. This will save you a lot of headaches if in case something goes wrong!

Once you are ready with the settings, click the Record button and start the presentation.

Voice During Recording

A very common beginner’s’ mistake during recording videos is that we forget to pay attention to our own energy levels. During a classroom training, the trainers also feed off the energy of the learners, and hence it creates an energetic, interactive experience. But while recording a video, the trainer does not have the energy of the classroom to feed off of. Due to this, even his energy levels drop while recording. This is the surest way to create extremely boring videos.

There are many ways to avoid having low energy during the recording session. Some people have found coffee or energy drinks to be useful, whereas others might resort to standing during the sessions or even jumping up and down in between the recording to maintain their high energy levels.

Important tip: Voice modulation can be the most versatile tool you have while recording a video, to bring emphasis to certain points. Try to use this to your advantage! Even minor fluctuations can be very effective.

Put on the Editor’s Hat:

Now that you have finished recording the video, it’s time to wear the editor’s hat! No movie is recorded in a single shot. You do not want the video to be incomplete or miss its crispness. Let’s add some make-up before it goes live!

  • In Camtasia, once you are done with the recording, the first step is to set the video output resolution. For web purposes, the best practice is to use the dimensions of 1280 x 720 pixels. If you do not select this and choose a setting which is lesser, the video that will be generated will not be ideal for full-screen playback on today’s screens. This means that your text and images might be too small for the learner to read and comprehend.
  • A simple timeline with the recording tool allows you to edit the video. In case you are not happy with the current recording, you can go back and record only those parts and merge it to the current timeline.
  • In the editor, you can very easily trim the video, cut it, increase the voice pitch for certain sections, and even zoom into the video while explaining the important parts. These (and a host of other more powerful features) really put the finishing touches on your video.

The Publishing Stage

Now comes the time to cut, save, and call it a day!

Once you have edited the video, the last step is to save the file in the format most preferred by you. If you any text in your presentations, then the ideal output for the video is the HD option which gives you a high-quality output. However, this does create quite large video files. Hence, if you wish to lower your bandwidth costs, then you could go in for a lesser resolution format. But do make sure that the text in the video is readable for your learners!

Run the video past your teammates or users and collect feedback. Use the feedback when creating the next video!

Congratulations! You just recorded a video with no help from professional video makers. The number of people using this method to record videos is increasing by the day. Though we just focused on making videos through screen recordings, the other popular forms are getting a cam recorder and record the demonstration of you presenting on stage or on a blackboard. Once recorded, you can edit the video with the help of your favorite recording tool.

We certainly hope that you will be creating a lot more videos from your presentations now, and join the brigade of L&D professionals who are using video regularly in their courses.

How do you record your videos? Do you have any tips or tricks that you can share with our community? Do share with us in the comments below!