How Mindtickle Uses Its Own Product to Scale Our Sales Team

Scale our sales teamWe’ve been growing our sales team rapidly to generate exponential revenue growth.

My colleague and I are responsible for Sales Enablement at Mindtickle and we’ve been charged with the challenge of onboarding of our new sales reps over the coming months. As we’re both relatively new to this role, it’s a rather daunting task.

The key items we’re focused on are

  • Ensuring the sales readiness of our new reps as a matter of urgency
  • Ensuring our onboarding and enablement programs are robust enough to facilitate ongoing growth
  • Developing and executing a strategy that ensures our new hires are productive at the earliest possible time… or sooner.

One of the advantages of working at Mindtickle is that we have the opportunity to learn from the best sales enablement professionals in the business, as many are our clients. Taking advantage of this unique opportunity we spoke to sales enablement pros like Cherise Chin, Tom Levey, Tracy Meersman, Pete Childers and learned how they went about designing their world-class programs.

They each had some interesting suggestions about how to put together and implement an onboarding plan, the high-level takeaways that we had were:

  • Each of them reinforced that their single biggestobjective was to prepare their reps for the moment of truth. In a rapidly changing environment reps can’t afford to miss an interaction or opportunity to sell. So the moment of truth can be any time they have an opportunity to accelerate their sales. What became obvious from our discussions was that the moment of truth was different depending on the team. For some, it was when an SDR made a cold call. For others, it was when their account executive uncovered a deep pain point of a customer. In other situations, could be when a solution architect presents an innovative solution for improving the business process of a prospect. Identifying when the moments of truth were for our sales team was the first step.

 

  • Once we understood our moments of truth it was necessary to solve for them. So when we spoke to our leadership team, our discussions were now elevated to a new level. Rather than talking about content and process, we were brainstorming how our onboarding program should look in order to create a culture of sales excellence. Irrespective of the outcome, we want every prospect who speaks to a Mindtickle sales rep to have an experience that leaves them thinking our reps are awesome. It’s our job to prepare them for this.

Don’t get me wrong, this doesn’t mean there isn’t a need to look at onboarding from a very functional level. Our reps need to understand and appreciate the typical customer pain points, how to solve for them, our product, sales process and case studies for example. But by focusing on the bigger picture, we could approach our onboarding from a different perspective.

So with this in mind, here’s how we approached our onboarding program.

Week 1: Vision Readiness

The objective this week was to bring our new reps into our overall vision for the business and where sales fit in.

This was about addressing the Why and What of Mindtickle to our customers.

The “Why”

    • Why does Mindtickle exist?
    • Why do our customers love us?
    • Why do our customers face sales readiness’ challenges?
    • Why do our customers need our product to address these challenges?

 

The “What”

    • What problem do we solve for our customers?
    • What value do we add to our customers?
    • What specific Mindtickle features add the most value?

MT - Week 1 onboarding
The first thing we did was speak to key stakeholders from within our business, such as Product, Customer Success and of course Sales and Marketing. We then allocated topics to each and asked them to create relevant sales missions on Mindtickle. For example, our CEO Krishna Depura created sales missions on our Corporate Values and Company Background. Customer Success created some product use cases and our marketing team completed the missions on buyer personas.

Co-ordinating people is no easy task, so we used the messaging functionality on Mindtickle to appoint each individual to record their pitches on the sales mission. This helped keep our project on track. And by crowdsourcing the content we were able to create about 20 sales missions in under 90 minutes. Thanks to the reminder functionality it took just a couple of days for all the videos to be created for week one of the onboarding program. In just another 30 minutes of my time, the sales missions were organized and ready for a new hire. This covered a large range of content that new hires would need to know about our business, customers, and product.

Once the new hires started to join they each were invited to complete the onboarding program. Using the Mindtickle analytics dashboard we were able to go in and see who had completed the program, how they had performed, what badges they’d earned and whether they struggled with any of the content.

Week 2: Product readiness

This week we honed in on the specific aspects of our product that work and how they are used by our customers.  Following a similar process to week one, we got in touch with our Product and Customer Success teams to create sales missions covering The How.

The “How”

  • How does our product work?
  • How do sales enablement professionals use Mindtickle?
  • How do sales reps use Mindtickle?
  • How do sales managers use Mindtickle?

MT - Week 2 onboarding

Within a couple of days, we had a treasure trove of content to ensure our new reps were product-ready. We anticipate iterating this process regularly as this module will continuously evolve as our Customer Success team keeps discovering new ways that our customers use Mindtickle to solve for their specific moments of truth.

Week 3: Sales Readiness

Being sales ready for our product is ensuring that our reps can handle any conversation. So it isn’t about developing a standard pitch that they use verbatim, but rather learning how to pitch for different scenarios.

The pitch

  1. How do you make an elevator pitch?
  2. How do you pitch for existing and new use cases?

MT - Week 3 onboarding

When creating content for this week, the focus was on practice rather than listening to missions and completing quizzes. For example, for our new SDRs we created seven different scenarios for them to practice and become certified in.

At the end of the three weeks, our reps were then certified and ready to start putting what they’d learned into practice. But this didn’t mean they were onboarded yet, there’s still a way to go before they’re productive. We’ll share more detail about our onboarding plan in our next post.


Maximize Channel Partner Success with Robust Onboarding and Certification

Channel partner onboarding CertificationIn my previous post, I talked about how important our customers believed it was to get their channel partners set up for success quickly. Many felt that ramping up their partner’s reps to sell their product as early as possible was critical to their future success. And some found out the hard way that if it took too long for their channel partners to start closing deals, their reps simply lost interest in their product and it was then virtually impossible to get them back on track.

But those that managed to onboard and certify their channel partners early believed that it solidified their partner’s ability to sell their product with confidence, and in some instances even gave them the edge over other products in their channel partner’s suite.

The channel training continuum

Channel Training Continuum

While the depth and breadth of your onboarding and certification will vary depending on where you sit on the channel training continuum, I’ve identified three areas where our customers focused their efforts.

  1. The welcome kit
  2. Channel partner kickoff
  3. Channel partner onboarding and certification

The welcome kit

Most people I spoke to felt that a welcome kit was the bare basics that were essential to set their channel partners on the right track. Some things that they recommended including were:

  • Stakeholder details: Giving them points of contact when they need to register a lead or have an objection query;
  • Welcome message from your leadership team: Providing high-level information on the product and where your channel partners fit into the overall business strategy; and
  • Process and product information: Giving them access to everything to get them started, from your partner enablement platform to price lists and product information.

Most felt it was best to make the welcome kit available on their partner enablement platform rather than overwhelming reps with bulky hard copies or attachment-laden emails.

Channel partner leadoff

To get their new relationship off to a flying start, most customers held a channel partner meeting in the first couple of days. One customer used the leadoff as an opportunity to relay their vision for the relationship and generate excitement about their products.

While it is possible to conduct the leadoff remotely most felt it was more effective in person. One organization brought in some of their business leaders and key stakeholders to speak to their new sales team in real time. They felt this was not only very impactful but also showed their channel partners how committed they were to their success and the relationship.

Channel partner onboarding

In my discussions, I was interested to learn that not all channel partner onboarding programs were created equal. Some companies had different levels of training depending on what the primary KPIs of the channel partner’s reps were. This in turn also influenced how long the onboarding process took, and ranged anywhere from three to ten days.

For example, one business used a channel partner only to generate leads for them. Their training included:

  • How to frame an elevator pitch
  • Product training
  • How to conduct cold campaigns
  • Examples of email templates and cold calling scripts
  • Their best success stories

Another customer also charged their channel partner with managing opportunities, so their onboarding program also covered:

  • In-depth product capabilities and benefits
  • How to conduct a product demo
  • Handling common objections
  • Case Studies and talking points

Regardless of the depth of the training provided, all of our customers found that their onboarding program was most effective when it included a mix of media such as video, presentations, quizzes and even role plays. For example, one used quizzes to help reinforce product training and role plays to perfect elevator pitches.

One of the customers I spoke to runs a very complex channel partner program, with a tiered approach to their partners’ sales team. Some channel partner’ reps only conducted lead generation, while others were charged with seeing the sales process right through to closing. In line with these different services, their onboarding program had several training paths. This ensured that no one was being trained for anything they didn’t need, thereby cutting down the onboarding time for some reps so they could start selling quicker.

Another organization that I spoke to found that it made sense to tailor their onboarding program so that it fits in with their channel partner’s specific business model. This high touch approach meant that they couldn’t bring on board several channel partners at the same time. But they believed that taking a bespoke approach reaped greater benefits in the long run as their onboarding program made more sense to their channel partner. In some instances, they even removed parts of their onboarding program because they found it had already been covered by another product’s process. This not only cut down the onboarding time for their product but also ensured they weren’t providing reps with the information they’ve already been trained on.

Mindtickle Learning Board

The shorter training sessions, when coupled with other tools also helped improve engagement. All of the companies I spoke to believed that the information in their onboarding was adopted more readily when it was made interesting or had a tangible outcome. Some facilitated peer to peer interaction in the learning process, while others created healthy competition by gamifying outcomes.

While each organization bore the responsibility for putting together their onboarding program, some also involved their channel partner when creating the program. Many found this is to be particularly helpful when the channel partner was responsible for a marketing budget, as it gave them buy-in into the onboarding process.

Channel partner certification

All of our customers felt that certifying their channel partner’s reps was an important step in their partner management process, and translated into a greater share of wallet for their product.

One company commented that as their certification process improved, they were able to scale their business faster as well. This is because the certification process helped them identify what additional coaching or training their channel partner’ reps required, and also enabled them to prioritize their efforts between different channel partners.

Just as the onboarding process had different tiers, those customers with complex channel partner relationships also had different levels of certification for individual reps. For example, one organization used:

  • Level 1 – For partners who are responsible for lead generation
  • Level 2 – For partners who are also responsible for conducting demos
  • Level 3 – For partners who are also responsible for closing the deal

They then rolled up these individual certifications as part of their broader accreditation for each channel partner.

How the Best Companies Create an Agile Sales Coaching Model

There has been a lot of talk about sales coaching recently, and in particular who should be driving it for the most effective results.

There are two schools of thought:

  1. Sales coaching is driven by managers who choose what reps need to be coached on.
  2. Sales enablement is responsible for structured coaching, as a part of an overall sales readiness program.

The former is the proven traditional approach, while the latter is part of a new era of sales coaching. But why has this changed? Haven’t managers been effective in coaching their teams to meet their numbers?

I asked some of our customers, and they explained that, in the past, managers were effective in both tactical and strategic coaching. But that was when product training happened once a year, and product updates occurred only every 6 months (remember V2.3.4 updates?).

Nowadays, product training is a part of day-to-day training and product updates are rolled out every week. In order to ensure that all reps have a consistent message, something drastic had to change.

As business demands change rapidly, the sales training and coaching process also needs to become agiler. There are now more people involved in coaching, with sales leadership, sales enablement, and sales managers all collaborating together to determine and execute the most effective coaching process.

These changes have also led to a new framework for coaching. One that moves away from dealing with specific issues, and instead hones the reps’ skills so that they’re always ready; Ready to convey the right message. Ready to speak to their customers. Ready to sell.

It’s not enough to coach a sales rep to have a conversation with a customer. Customers can find information from many sources, and in all instances, the message from reps must be consistent. So it’s important for reps to be message ready. This forms the foundations for each and every rep to understand your value proposition; something that can be driven by sales enablement and peer-to-peer learning. Only with this solid foundation can managers make a real impact on improving customer readiness. If a manager is left to coach a sales rep who doesn’t understand the message, their time will be less effective and they will struggle to scale their coaching efforts. This is where sales enablement and online tools can be most effective.

In a dynamic environment, your customer persona is constantly evolving, so it’s no longer enough to perfect a standard pitch, your reps need to be able to take into account the customer’s specific pain points and needs. They need to be customer ready. Where managers can make the most impact is in preparing their reps for customer readiness. As drivers of growth, they can utilize their knowledge of the customer to improve reps’ tactical sales.

When you bring customer readiness and message readiness together, you get sales readiness.

#1 Message relevance

With new product updates almost every week, and competitors innovating fast, reps are constantly faced with new use cases and objection handling scenarios. To make sure their message is always relevant, your reps need all of this information to be provided to them in real-time so they can have relevant, value-added conversations with their customers.

For example, one way that I’ve seen this done effectively is by enabling the product marketing team to send out regular updates. As the team that knows exactly what the latest feature is, who it’s relevant for and its benefits, they’re best placed to provide these updates.

#2 The power of collaborative practice

What your reps say to customers, and how they deliver their message, has a significant impact on whether they will close the deal. In old-school coaching models reps were limited to learning from their manager and the immediate team only. But thanks to technology, it’s becoming easier to facilitate collaborative practice using role plays.

For example, the sales mission capability in Mindtickle enables your reps with a safe arena to practice common customer scenarios and receive feedback from managers. They can also learn from their peers. Imagine the impact on your reps’ performance if they learned how to deliver an elevator pitch, how to handle objections, or received competitive pitch coaching, from your top performers across the country and around the globe?

By learning from peers in other teams, and even other sales managers, reps can gain a much broader perspective, and become better sales professionals as well. When done well, I’ve seen as much as 80% of the message learning can be achieved through collaborative practice.
Message Ready

#3 Manager mentorship

Mentoring is one of the best ways for reps to improve sales performance. While every manager has their own style when it comes to coaching and mentoring, when coupled with the processes described above, they will have more capacity to focus on strategic coaching. This will allow them to really hone in on skill development for their reps, helping them to become better sales professionals.

#4 Tactical coaching from manager and peers

There are lots of deal-by-deal tips and tricks that managers and other reps have up their sleeve. When managers have reps who have a solid foundation, they can focus their efforts on tactical coaching. Managers are also privy to the success stories of other reps (and managers). By sharing these across the team, reps can also gain the benefit of this knowledge that plays a pivotal role in ensuring higher win rates.

Bottomline: The coaching process needs to be more agile

Knowing and doing are two very different things, that’s why practice is so important. In order to make the coaching process more agile it needs to include more practice, in the form of role plays, and also leverage technology to enable that practice to be continual. When combined with mentorship and tactical coaching, as part of a well-defined process, you build a sales coaching cadence that will make your company and reps successful.