[Webinar] Procore’s Secret to Building a Sales Enablement Powerhouse

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Sales enablement is about your approach to empowering your team to be successful in different areas and much less about someone owning that function. It’s about an entire organization crowdsourcing and working together to focus on results, learning development and mastering the craft.”

As Manager of Sales Enablement at Procore Technologies, this collaborative approach to enablement has been core to Alex Jaffe’s

success. Procore is one of the world’s most widely used construction management software that recently hit unicorn status.

But it hasn’t been an easy ride Jaffe reflects, “New reps were coming in and we didn’t even have phones set up or Salesforce login. So we really focused on building the foundation. Depending on where you’re at in your company lifecycle you’re going to have different challenges, but it’s all going to revolve around your rapidly growing sales team.”

“Just like racing car drivers, even the rock stars in your sales team need to make sure that their car is perfectly tuned for the track they’re racing on. Sales enablement is just like this. It allows your racing drivers to go fast and go well,” chimes in Marc Wendling, Vice President of Sales at Mindtickle.

In this webinar Alex and Marc explain:

  • How to create a sales enablement program that meets the needs of each stage of your sales reps’ development;
  • What role stakeholders, technology and data play in building a sales enablement framework;
  • Why coaching your sales managers is just as important as training your reps; and
  • How coaching can be personalized to meet each of your reps’ individual needs.

Listen now

to hear Alex Jaffe of Procore Technologies, along with our VP Sales, Marc Wendling, talk with Larry Reeves of AA-ISP about how to create a sales enablement powerhouse that will help you make your sales reps successful.

Listen to the webinar now

Enabling Sales Coaching in the Digital Age

The digital era has arrived and research has found it to be the route to the customer, not the balance sheet. That means the biggest asset a business can have is a foolproof process to engage and convert prospects into customers. But the route to the customer has also undergone considerable changes.

Customers now research your business and competitors at the click of a mouse, reading reviews and seeking out advice without ever leaving their desk. In fact, over 60% of a buyer’s journey is over before they even speak to a sales rep, and it’s estimated that by 2020 customers will manage 85% of their relationship with businesses without talking to anyone. The phenomenon is so common now it’s even got a name, “webrooming.”

Businesses that don’t find new ways to engage and convert prospects will be left behind or disappear completely. In fact, according to Pierre Nanterm, CEO of Accenture digital is the main reason over half the companies on the Fortune 500 have disappeared since 2000.

For sales organizations, the challenge is set.

Sales reps who once relied on the hard sell can no longer bamboozle prospective customers with details about their product features, because the customer may know more than they do. And customers don’t want to hear your pitch anymore, they’ve already read it on your website. What they want is proof that your product or service can solve their problems, data that shows what a difference it can make and facts that prove it’s the best option for them.

While sales managers still need to deliver the same things, from recruitment through to training, coaching and performance management, how they do their job also needs to change with the times. Many managers still spend much of their time focused on their team’s lagging and efficiency indicators. A multitude of reports and meetings are dedicated to order reviews and pipeline management, but how often do sales managers review their sales rep’s effectiveness?

Who is beating their quota? What are they doing well that the other reps aren’t? What knowledge and skill gaps do their individual reps have? Are their reps following the correct process?

This type of behavioural analysis is the first step for managers to be able to codify their best sales practices and identify what individual reps need to achieve results. Traditionally one on one sales coaching has been left in the hands of sales managers, with no real tools or structure to help them make the most of their efforts. In the digital age of sales codifying behaviour is key to achieving predictable sales results. And as a sales manager, if you can predict your sales results you will be successful.

So if codifying behaviour through coaching is the key to success then the problem of selling in the digital age is solved, right? Not exactly.

Sales coaching is still very much the domain of the sales manager and not every manager is cut from the same cloth. Each sales manager has their ow distinctive style. Some mentor their charges to success while others get down and personal to help coach individual reps. Some are confident to the point that they inflict their own style on their reps, whilst others focus more on what’s happening around the business rather than on their team.

This creates a unique sales enablement problem. In order to equip sales reps with the information, tools, and skills they need to succeed in the digital age their managers first need to be enabled to coach them effectively. And as sales managers have their own style, they need to be enabled in a way that gives them the flexibility to add their own personal touch. This can be solved for by using a sales coaching framework that provides both structure and flexibility.

Working closely with our customers we’ve found that there are three main areas where coaching is most effective:
sales-coaching-framework

The amount of coaching that is required in each category will depend on your business, your product or service and the experience of your reps. For example, if you’re selling FMCG to mom and pop retail stores then execution discipline is likely to be more important than knowledge. Whereas sales skills are likely to be key if you’re selling a complex enterprise software platform.

In order to be effective your business first needs to identify how important each of these areas is and what weighting each should have in your coaching framework. This then forms the basis for a structured coaching framework that incorporates processes and tools that help sales managers identify what their reps need and how to coach them. The framework moves the focus of sales coaching from addressing a single incident in one meeting, to the overall success of your reps and their cumulative sales outcomes.

Following a sales coaching framework also helps identify the needs of individual reps. While a couple of good reps may have been able to lift an entire team in the past, this isn’t the case anymore. Traditionally sales managers have tended to focus in on the “tails” or their very best and very worst reps, while the majority are left to fend for themselves. Research has found that focusing sales

coaching efforts on the middle 60%

can improve performance by a greater amount than addressing the top and bottom 10%. But there are more people sitting in the middle 60%, which means the top sales coaches need to be enabled to coach everyone effectively.

A sales coaching framework also has the additional benefit of providing a structure that can be leveraged by the broader sales and leadership team. As sales enablement and capability teams become more involved in helping reps sell, they are also taking on some of the responsibility for coaching them. That doesn’t mean that sales managers will eventually have no role in coaching. To the contrary, their role will be able to be elevated to focus in on the more challenging and higher impact opportunities that will make their sales reps not just good but great.

[Podcast] How to Coach your Customer to Choose your Product with Jeffrey Lipsius (Episode 11)

In this 15 minute

interview Lipsius outlines:

  • Why decision coaching is important to your customers
  • What are the must-have components of a top-notch sales training program
  • How to coach your sales reps so that it sticks
  • The link between mindfulness and sales performance

To download or subscribe to the Sales Excellence podcast login to

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or find it

here

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podcast_jeffrey_lipsius_selling_to_the_point
“The new problem customers are facing is that they have too many choices. And making decisions are difficult because they’re so distracted, everybody wants their attention instantly. Customers now really need somebody’s help to coach them through the decision process.”

And that’s where the modern salesperson can step in according to Jeffrey Lipsius, Author, and President of Selling To The Point. With over 30 years experience in training salespeople, Lipsius has seen how the sales game has changed in the digital age.

“The salesperson has to be the learner, not the teacher. So the salesperson has to be very customer aware. Because if you are customer aware then you’re going to be able to respond in a way that’s going to help the customer make better decisions. All this talk about salespeople getting customer buying resistance, handling objections and being difficult in prospecting, that all goes away if the customer believes that the salesperson is there to help them make a better decision.”

That’s why Lipsius believes that decision coaching is a very important tool for a salesperson add to their tool chest. “A salesperson really only has to pay attention to 3 factors in the customer’s decision process,” says Lipsius.
Listen now

to find out Lipsius’ three C’s to the customer decision process.

The Formula for Effective Sales Coaching that Enables Reps and Managers

formula_effective_sales_coachingWhile every sales manager has their own unique coaching style, the end goal is the same; develop and improve how their sales reps sell and meet quotas. By enabling reps and managers with a structured coaching framework you can have a marked impact on coaching effectiveness and its results. Structured coaching ensures reps have consistent behavior, produce more predictable sales results and follow a sales process.

What is the problem?

Industry dynamics are changing too quickly and competition is fierce, it’s no longer an option to leave coaching up to chance.

Research by the Sales Executive Council

found that coaching the middle 60% can improve performance by up to 19%, and even if you coach those below average to above average you can improve the performance of 50% of your sales force by six to eight percent.

Also, there are so many types of managers and salespeople. Each manager has their own style and sales reps have their own individual needs. Ensuring there is a culture of coaching accountability and sales coaching process ensures managers coach reps on the most important area.

Key to coaching success

The key to effective coaching is to provide specific tools, identify gaps and enable remediation workflow that is readily accessible to both managers and reps every day. By supporting this framework with a process that maps each coaching needs to a subject matter expert will make the stakeholders’ accountable.

It’s no longer enough to coach in one-on-one meetings just a few times a year. Companies are now agile and reps and their managers need to be too. Reps need constant development to help them sell better. They need to be coached on a variety of things. Here are some examples:

  • Identifying what stage their buyers are in;
  • Understanding their sales funnel and how to prioritize prospects;
  • Learning how to tailor value messages to buyers;
  • Preparing for that big meeting;
  • Navigating who their champion is;
  • Trying to find the right angle to close the deal;
  • Understanding how to maximize the opportunity in their territory; and
  • Analyzing a lost deal.

This has to be done in real-time, not just when it’s scheduled into the diary.

Coaching from a manager’s perspective

A coaching framework needs to have enough flexibility to accommodate different managerial styles and the individual needs of sales reps. Managers shouldn’t be left to try and figure it out on their own. In fact, managers may not always be the best people to coach on some things at all. Sales Enablement and Product Marketing may be better equipped to coach reps on product demos while managers are best left to coach on the finer points of specific deals.

That’s why best-in-class sales organizations are moving towards an outcome-oriented approach, where different leaders and subject matter experts (SME) collaborate to make coaching successful.

This structure works best when the responsibilities of each stakeholder are clear and their expectations are aligned. We’ve found a framework that encompasses the needs of most sales organizations:
sales_coaching_formula_matrix

I call this the aX + bY + cZ formula for effective sales coaching.
sales_coaching_formula

Depending on the complexity of sale, a, b and c will change the priority of what a rep requires coaching on. For example, FMCG retail sales Sales Process and Execution Discipline (Z) will have the highest priority so c will be high, with b and a being a smaller percentage. For sellers of complex technology software Knowledge and Messaging (X) and Sales Skills (Y) may have a higher priority, so a and b will be a much higher percentage than c. SDR sales may place more weight on Sales Skills, giving b the highest weight.

The trick to the perfect coaching formula is that it’s tailored for your business. Your magic formula will take into account the specific intricacies of your industry, product and prospects, along with the needs of your reps and managers to create your own aX + bY + cZ.

[Podcast] How Outreach Motivates Reps to Stretch their Sales Skills (Episode 10)

In this 11 minute

interview Turner outlines:

  • Outreach’s model for tapping into the motivational drive of its individual sales reps
  • How Outreach has leveraged technology to motivate and develop sales skills
  • The six areas that were critical to accelerating Outreach’s revenue growth

To download or subscribe to the Sales Excellence podcast login to

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outreach_sales_excellence_podcast“Everybody has different motivational factors. Some people look at pleasure versus pain as being a motivating factor or hope versus fear, acceptance versus rejection, even success versus failure.”

The challenges of motivating individual sales reps were amplified for Outreach as the business grew 20% week on week. As the company’s second employee Jacob Turner has played a pivotal role in developing a framework that has seen the business keep it’s now 40 strong sales team motivated.

“Motivation isn’t just about financial reward. A lot of people, especially millennials, are interested in giving back,” he explains. “Instead of giving people money we’re investing in experiences.” The biggest motivator in Turner’s experience is their weekly sales gym.

“Sales gym is about giving reps access to different concepts of sales and psychological practices. Like what’s the difference between feedback and feed-forward, what types of leaders are out there, how to be a better leader, and things like that.” he continues. What makes the Outreach sales gym unique is that it’s a virtual classroom that relies on Slack and a webcam.

“They’re not really Outreach specifically. It’s more about how to be a better salesperson.” And isn’t that what every salesperson wants? Listen now

to hear how Turner took his sales reps to the gym to stretch their skills.

Making Sales Coaching a Team Effort

make_sales_coaching-team-effortNo athlete is perfect. Each has their own unique skills and areas that they can improve upon, that’s why even elite athletes need a team behind them. Usain Bolt is the fastest person alive but in the lead, up to the Rio Olympics (where he won his ninth Olympic gold medal), he credited his team led by coach Glen Mills as the strength behind his success.

Mills has never been an elite athlete. He’s a

career coach

, one who has learnt the ropes from the ground up and trained in aspects of anatomy, agility, coordination and even talent identification to become the best in the business. Running may be an individual sport, but Bolt’s success is thanks to a team of experts from doctors to nutritionists to Mills, who all put his needs front and center.

 usain-bolt_coach

Focus in on the target

Sales is no different. While achieving quota is up to the individual rep their success is a team effort. For each team, the focal point of their efforts starts and ends with the needs of the sales rep.
sales-rep-manager-enablement

In order to stay on top of their game reps require sales coaching on three areas:
sales-reps-coaching

The mix of each of these disciplines that a rep requires will depend on a range of factors such as their industry, product and skill level. Each business will need to determine what is the appropriate blend of weighting that each need for their business. This then forms the basis for your sales coaching program. By structuring your coaching program you can take the risk out of your revenue forecasts. Research from The

Corporate Executive Board Company

showed that reps who received as little as three hours of coaching a month exceeding goals by 7%, boosted revenue by 25% and increased their average close rate by 70%. Without a structured program in place, your sales organization is leaving your revenue in the hands of fate.

Success is a team effort

While the manager plays an integral role in coaching a sales rep to success, they are not the only person involved in the process. Sales enablement and capability, sales coaches, leadership and product teams are becoming increasingly involved in the coaching process. Some actually take on the role of coach in some areas, while others help enable the sales manager so they can coach more effectively. Each and every role in the coaching process is important.

For example for some organizations their sales coaching framework looks like this:
sales-coaching-team

With the roles of each stakeholder defined within the coaching framework, your subject matter experts have clear expectations of what they need to do. This also surrounds sales reps with a team who are all there to help them achieve success.

Having everyone on board is an important step towards creating a culture of coaching. To ensure the culture is entrenched it’s also necessary for coaches to be accountable.

Scott Erdinger

suggests some useful ways to reinforce the culture of coaching like establishing uniform expectations across every member of the team from the VP Sales down. This ensures both giving and receiving coaching is role-modeled by all. Highlighting those you are achieving is also effective, but the key here is not to just mention who they are but to also share what they did. This again helps role-model behavior and imparts knowledge to other reps. Finally, he suggests a carrot and sticks approach to accountability, where those who engage in the coaching process are rewarded and those who opt-out face consequences.

The mix of activities that are appropriate will depend on the nature of your team, its members and how entrenched sales coaching is in your organization. Like anything worth doing, coaching requires hard work, but the potential benefits to your team and topline are endless.

6 Things to Consider when Developing Your Field Sales Enablement Strategy

 

“Lack of direction, not lack of time, is the problem. We all have twenty-four hour days” ~ Zig Ziglar

field_sales-enablement-StrategySales enablement is more complex for a distributed field sales team. After all,  employees don’t have the luxury of wandering across the hall to ask a question. To get you started, here are six points to consider as you’re developing your field enablement strategy.

1. What is the role of sales enablement and management in your organization?

Understanding who has responsibility for what in your business can influence how you structure the development of your sales enablement initiatives. In some businesses, sales enablement takes on the broad role of enabling the entire sales organization, while in other organizations they just focus on providing sales collateral and product content. This leaves local and field enablement in the hands of sales managers, who may also be distributed, making it even harder to develop effective enablement initiatives.

Another factor to consider is the proximity of each team. If your field teams are all located in the same state, there may be more opportunity for them to meet periodically to discuss issues and updates and share success stories. Whereas if you have a globally distributed team more enablement effort may be required to foster collaboration and communication between teams and individual reps.

2. What are your business objectives?

Your business objectives are the guiding light that drives all aspects of your enablement strategy. While increased revenue is a given objective for every business, your underlying business needs may differ considerably depending on the agility and stage of your sales organization. If you’re a high growth startup that’s scaling rapidly by hiring, ramping up reps in remote locations is likely to be high on your agenda. Whereas if you have a large and distributed sales team, then feeding them ongoing competitive updates and ensuring your reps are executing your business strategy effectively is your number one priority.

Regardless of your industry, accountability is key for field sales enablement. Particularly as your managers can’t be physically present to see the activity or application of knowledge by each rep every day. This means leveraging technology, to track their knowledge and how they apply it, is essential.

3. What type of sales do your reps need to do?

Field sales reps tend to focus on either complex or consultative selling (like selling security software to a Fortune 500 company) or simple commodity selling (for example selling FMCG beverages and electronics to mom and pop stores). Being agile at scale is a priority for both scenarios. This is where enabling mobile communication with bite-sized push notifications is important.

Pro tip: We’ve seen gamification work really well to drive engagement in these circumstances.

By the nature of their role field sales reps also tend to work remotely. This means they miss out on water cooler conversations with their peers about how they closed that big deal. Peer success stories that can be delivered through a mobile app are a good way to open up communication across geographies and learn from each other.

4. What kind of sales culture do you want?

There is often a danger that field sales reps can miss out on being part of a team culture or even develop their own individual work culture. Because many field reps don’t see their colleagues regularly that doesn’t mean they can’t be part of a broader team culture, it’s just harder for you to create.

The first place to start is by clearly defining what type of sales culture you want your team to have. How should your reps position themselves when in front of a customer? What values should they share? Once you have defined your vision you can then determine how to execute it. Whether it’s through a weekly podcast where you share business updates and wins or structured coaching programs.

With field teams, it’s also important to pulse check their engagement more regularly to ensure they’re still satisfied or have any feedback to improve the culture. This can be achieved by pushing a quick survey to their mobile device each month or quarter. This one small exercise could potentially save you thousands of dollars in staff turnover in the long-run.

5. What does your industry/product/customer require?

As field reps tend to spend more time out of the office, their mobile device can become like a pseudo office if they’re enabled well. This is where the value of mobile sales enablement really comes to the fore for a field rep. So if they’re selling FMCG products they’re likely to need access to large catalogs, promotional and pricing updates, while a niche software rep may need access to complex product information.

Enabling your field reps with content that they can access on their mobile device, even when they’re offline, that is easy to search and bookmark can be a life-saver. They won’t be left fumbling through huge documents when they’re sitting in front of a customer and can quickly search and read up on something before a big meeting.

6. When do they need information?

Field reps are time poor and always on the go. While it may be convenient for you to push out information as it becomes available, it may make more sense for them to have periodic updates. By feeding your field sales reps information and content when they actually need it, they are more likely to consume it. So consider whether a spreadsheet of next month’s pricing updates should be sent out now or at the end of the month.

These six points each help provide the basis for putting in place a comprehensive framework for field enablement. Once you have a framework in place and your initiatives outlined, you’ll be on your way to achieving your business objectives.

[Podcast] How to Enable Your SDRs for Success with Inside Sales Bootcamp (Episode 9)


In this 15 minute interview Duchen and Reisert outline:

  • What makes a great SDR onboarding program;
  • How you can reduce the ramp up time for your new SDRs;
  • What role a manager plays in the onboarding process; and
  • What sales enablement professionals can do to improve the success of their SDRs.

To download or subscribe to the Sales Excellence podcast login to SoundcloudStitcheriTunes or find it here
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inside-sales-bootcamp-podcast“Onboarding SDRs can actually be really tricky especially for an organization that is doing this for the first time,” explains Ryan Reisert who’s seen his fair share of inside sales onboarding programs.
Along with Mike Duchen, Reisert is co-founder of Inside Sales Bootcamp, a sales acceleration engine for high growth. They help companies onboard and ramp up their SDRs.

“I see a lot of companies struggle when they start to create their outbound program. Because they’ve had success with inbound, they’ve got a lot of leads coming in, but they start their outbound function without actually going through the data or at least trying to understand what expected outcomes can look like. Without setting that up front, you’re set yourself up for long term failure,” he continues.

“This is not an easy role when you look at what the day to day of an SDR actually looks like,” adds Duchen.  “A rep will be doing 100 activities per day, every day. It’s a lot of work. And on top of that, they’re probably getting rejected eight or nine out of ten times.”

Inside sales is a tough job, which is why every enablement initiative you implement that helps your SDRs do their job will lead them (and you) on the road to success.

In Conversation with CrowdStrike on Sales Onboarding

 

This post is based on a webinar on how to accelerate new hire productivity for consistent production with sales onboarding. You can listen to the entire webinar here.

Webinar_crowdstrike_sales_enablement_onboardingCrowdStrike is one of the fastest growing technology companies in Silicon Valley. It is on a mission to stop breaches through next-generation anti-virus, endpoint detection and response (EDR) and managed hunting – all in the cloud. CrowdStrike has a unique ability to not only prevent cyber attacks but also respond to malicious attacks. It’s no surprise then that they were recently ranked number 40 on

Deloitte’s’ technology Fast 500

, North America, recognized for the exponential growth of 2,665% in the past 3 years. Thanks to this stunning growth trajectory the company’s sales force has doubled recently and is continuing to grow rapidly.
Rapid growth comes with its challenges

Trying to maintain exponential growth was CrowdStrike’s biggest sales enablement challenge. To achieve this Tracey Meersman, Director of Sales Enablement, believed the key was to focus in on how they onboarded their new sales hires. It’s a sound strategy when you consider that 60% of businesses with onboarding programs ramp up faster and achieve double the top line revenue per rep with an agile structured onboarding process.

To create their successful onboarding program CrowdStrike ensured it was:
crowdstrike sales onboarding
The onboarding program has five distinct phases

“The complete program is pretty quick, just 90 days with ongoing mentoring and coaching opportunities. One of the things that we’re tasked with is helping our B players become A players, and to ramp people as quickly as possible as the cost of onboarding is very expensive. And we’re tasked with trying to get everyone ramped on their phones, so they’re out in the field, selling and achieving quota as quickly as possible,”

comments Meersman.

The 5-part onboarding program was designed to achieve this while incorporating CrowdStrike’s four building blocks of onboarding; compliance, clarity, connection, and culture.
crowdstrike-onboarding

  1. Pre-Boarding

Phase one begins prior to the new hire commencing with CrowdStrike, leveraging technology to deliver courses to future employees. “

Topics include the company’s strategy, resources, benefits, and compliance. The objective is to identify CrowdStrike’s advantages, complete onboarding activities and reaffirm their decision to join CrowdStrike,”

explains Meersman.

  1. Pre-Bootcamp

 

“Phase 2 occurs on the new hire’s start date with a virtual webinar. Topics include a product overview, initiatives and most importantly an opportunity to ask questions. The objective is to accelerate their ramp and productivity by utilizing tools and resources, engaging in the culture and finalizing onboarding requirements. For sales new hires, they are added to the CrowdStrike Sales Academy. A learning platform powered by Mindtickle which we use specifically for sales. New hires are assigned specific learning activities related to their role. This includes the mobile capability to complete learning through the Mindtickle mobile app,”

continues Meersman.

  1. Bootcamp

 

“And Phase 3 is an in-person program featuring executive presentations and departmental overview. For new sales hires this includes an additional 1.5-day interactive boot camp to align selling strategies to the company’s growth objectives by articulating our key messages and unique business value. New hires are onboarded a minimum of one week prior to attending the in-person program and there is pre-work to provide foundational knowledge. The boot camp provides an opportunity to pitch back messages in CrowdStrike’s unique business value as well as align with the sales process in the key prospect and customer program. “That allows us to be able to use a scenario-based approach through the Mindtickle platform as well,”

explains Meersman.

  1. Post-Bootcamp

With boot camp completed the next aspect is to align the learning with real-world selling.

“So how often have we heard from sales reps, ‘I’ve never used this or that. It’s not what my customers want/need to hear’? More than once, right? So our onboarding program aligns with real-world sales scenarios with learning activities at specific intervals in their onboarding journey including the opportunity for sales scenarios and coaching by their manager. they also have the opportunity to have a buddy to be able to reinforce the learning and provide just-in-time information,”

explains Meersman.

  1. Continuous Reinforcement

[Continuous reinforcement] is also a key component that includes personalization, scalability, structured and milestone-based approaches. So each learning activity in CrowdStrike’s sales academy includes a knowledge transfer. We have the ability to teach hires, not penalize them through the use of what Mindtickle refers to as ‘tickles’. So those would be matching true-false to multiple choice questions. There are 16 different tickles within Mindtickle and we try to utilize all of that. We also do continual learning in terms of providing a quick update and courses. We try to push those out on a weekly basis so the new hires are not just getting onboarding information they’re also getting just in time information that’s related to their role,”

outlines Meersman.
Milestones help drive consistency

“It’s imperative for our growth and success that the program is standard and consistent,”

explains Meersman. 

“Therefore there are key milestones within the onboarding program at weeks one to four as well as at 60 and 90 days. CrowdStrikes’ Sales Academy provides the structure through workflows, with key milestones to be successfully completed at each interval. The sales rep needs to complete the activities before moving forward to the next onboarding phase. When we’re looking at the components of the onboarding program we’re looking at five distinct areas; one is, understanding the buyer, understanding CrowdStrike’s offerings, beating the competition, CrowdStrike’s differentiation, including our unique business value, use cases and success metrics and all the sales tools and resources.”
Personalization helps each new hire learn what they need to

When you’re onboarding tens or hundreds of new sales reps at a time personalization is a huge challenge. So how does CrowdStrike achieve this? 

“First the process and programs need to be personalized for each role. As with many sales organizations, there are various target markets and associated roles and responsibilities. The program needs to be role-based.  So our onboarding guide, though applicable for the entire sales team, has call outs for specific roles,”

explains Meersman. This is easily achieved thanks to Mindtickle’s deep integration with

salesforce.com

that enables the onboarding program administrators to allocate aspects of the course to specific roles, markets or responsibilities.
Scalability is achieved by leveraging mobile technology

“The other key component of sales onboarding at CrowdStrike is that it had to be scalable. Utilizing CrowdStrike Sales Academy ensures that the sale onboarding program is scalable through the app based Mindtickle platform. From day 1 forward the program is available 24/7 to new hires. And soon the platform will have the capability for managers to be able to run their own report to track progress,”

comments Meersman.
Experiential learning aligns to real-world selling

“When we looked at our program we also wanted to be able to blend learning and activity. Within our approach and utilizing the Mindtickle platform, we’re able to provide a blend of self-paced knowledge combined with activities that are reviewed by the rep’s manager, which provides a virtual coaching opportunity. This is really key for the manager to be involved in the new hire’s onboarding,”

explains Meersman.

This is accomplished by having the reps complete what is known in the Mindtickle platform as missions, that are activities that your rep completes. These include elevator pitches and value proposition as well as email and voicemail pamphlets And respond to specific situations including objection-handling, competitive scenarios etc. So rather than spend time and resources having the new rep deliver the poor pitch during our boot camp, they have to complete this within the CrowdStrike Sales Academy after boot camp. Again this is reviewed by their manager and provides an additional coaching opportunity.”

Experiential learning is also applied to peer-to-peer learning.

“From the experiential learning standpoint it is very key we get this all the time from reps. I’d like to see how one of my peers and how they pitch, how they handle the objection. In the real world they’re often presenting to executives, so they want to be able to build up that knowledge and see how their other peers are doing it as well.”

Utilizing Mindtickle’s app, CrowdStrike is also able to share peer examples so the reps can learn from each other in their own time as well.

“And we talk a lot about sales rep but there’s also the capability for a day technical salespeople to be able to do a demo as well through the platform. So it’s not just the pitches for the field sales rep but also applicable for the technical sales people as well,”

adds Meersman
Communication between reps and management enhances coaching opportunities

Communication should go two ways. Leveraging the Mindtickle app CrowdStrike is able to facilitate this kind of communication.

“This allows the new rep and manager to effectively communicate progress, areas of improvement and also coaching opportunities. Reports are also available to managers so that they can track that progress. Right now I provide those reports to them but there will be a self-service portal coming soon,”

explains Meersman.
Buddying helps build connections

“Additionally each new hire should buddy with a peer with whom they connect on a regular basis, learn how to be successful in their role and feel comfortable asking questions they don’t want to ask their manager. The buddy reinforces the key learnings and helps the new hire if they require training on utilization of key tools and resources. So think of all of those questions that you don’t want to ask your manager like how to use Salesforce, find specific tools and resources etc.”
And make it easy … for reps and for sales enablement

Tools have to be easy to use otherwise they’re not really enabling the rep. “

And that’s really a key component because so many sales reps live in salesforce they have access to the Mindtickle platform through salesforce. So there’s no need to login to an official website. This makes it very very easy and because the Mindtickle app has the mobile capability as well it’s also very easy to access.”

But enablement and collaboration are also important for the administrators of the system as Meersman explains, “

I am a strong party of one. A one-woman show in terms of creating and maintaining the content. I know of many who are probably in the same situation. The good news is that I have a great relationship with our product marketing organization. And we work together to be able to create content. And also others  meet within the organization depending on what the topic is.”

“So my commercial for Mindtickle is nobody ever said that it was fun using an LMS.  I love the Mindtickle platform and our reps do as well because we have the mobile capability, we have the tickles or the gamification and social aspects, and we can push out bite-size chunks to people as well as perform better missions which are really the scenario-based approaches. And that provides reinforcement.”

Meersman continues “

My philosophy is it does not have to be so hard. In every sales enablement role I’ve had, it’s been a new role and I basically had to onboard myself which in turn led me to create onboarding programs for sale new hires. It was challenging for me, I didn’t have it to be challenging for the new sales hire. It’s my role and responsibility to connect the dots for sales reps to make it easier to learn quickly and attain specific productivity metrics.”
CrowdStrike’s onboarding program has been a success for management and reps

CrowdStrike has seen impressive results with their new hire sales onboarding. “

The typical ramp time for an enterprise software sales rep in our industry is six to 12 months. However, we’ve been able to fully ramp reps in half that time. Over 70% of ramped reps achieved or exceeded quota in their first quarter following their ramp.”

Meersman continues,

“We define ramp as the rep’s ability to achieve quota.”

“Our boot camp has received an overall rating of 4.8 out of 5. 99% of reps recommend the program, but in terms of value, our ratings are 100%. And we’re also correlating the training to learning. Out of our top 10 reps, the majority has been onboard for less than one year but are top in completing training. And several of them have been promoted. We also use KPIs and our onboarded reps are achieving or overachieving those KPIs as well,”

Meersman says proudly.

And the feedback from the field speaks for itself.

 

“Of all my years of various on boarding / new hire trainings I will say that this was the best experience and easiest to grasp.” ~

New sales rep

“You’ve got it down to a science, and I just wanted you to know how valuable it was in helping to get me ramped up.” ~

New sales rep

Increase your topline revenue with an effective sales onboarding program

[Podcast] How Oracle Built its Sales Enablement Function from the Ground Up with Roderick Jefferson (Episode 8)


In this 18 minute interview Jefferson outlines:

  • His formula for creating an effective sales enablement function from scratch;
  • How sales enablement can earn a seat at the executive table; and
  • How sales enablement can help businesses adapt to the challenges of managing successful multi-generational sales teams.

To download or subscribe to the Sales Excellence podcast login to SoundcloudStitcheriTunes or find it here
Oracle_Marketing_Cloud_Sales Enablement“Sales enablement is the hub that spokes out to every part of the organization. We work with product marketing, product management, marketing, sales, IT etc. So we kind of translate languages if you will, between those groups.”
As Head of Global Enablement at Oracle Marketing Cloud, that makes Roderick Jefferson chief translator. His collaborative approach to sales enablement means that he focuses on deciding what the business requires.
“The one thing we never want to do in enablement is assuming that we know what a stakeholder needs. So we sit down and ask those questions, like how do you define success beyond simply wrap up time? What other components would you like to see added to enablement? What do you see as the deficiencies now?” comments Jefferson.
“Because enablement has to be a sales partner, it cannot be a sales scribe that you just throw things at,” he continues. “You only think about sales training when something is broken. Think about enablement as a fabric that weaves across and through the entire understanding and culture of a company.”
It’s this perspective that Jefferson has followed throughout his career in sales and sales enablement. Listen now to hear how Jefferson has built sales enablement functions from the ground up at blue-chip companies including salesforce.com, eBay, and Oracle.