A Plan to Onboard New Sales Hires

It’s Monday morning and your newest salesperson is starting in an hour. What are you going to do? Show her the coffee machine and new desk and go about your business? Turn her away and ask her to come back another day?

Sometimes, it seems like it’s easier to keep doing more with less, even knowing your life would be simpler if you hire a new person, just because you don’t want the hassle of onboarding and training.

However, onboarding is a lot simpler if you think back to your own experience. Can you recall a job where the training experience was positive? What was that like? How can you repeat it for others?

Often, training a new sales hire can be a daunting task if you’re in a smaller business or department without established processes.

It’s best if you’ve just got a simple, prebuilt, uniform new hire orientation system. In order to build one, all you have to do is compile the basics. That’ll go a long way.

  • Where are the supplies?
  • What paperwork is required?
  • What mistakes have been made in the past?
  • What should your new hire know about her territory?
  • And, perhaps most importantly, who can you pair the new hire up with to do a ride-along?

Orientation in sales is tough. Your team is probably made up with some fairly independent people. They’re in sales, at least partially, because they the like working on their own.

Build a new-hire orientation kit before your new-hire’s first day. It should include those basics and a whole lot more. Why did you hire this person? Share that; it’s probably a good indication of the ingredients for success. At the same time, what concerns did you have? Those are some areas for coaching.

As an aside, we offer an assessment instrument that generates an onboarding package based on the specific abilities of your new-hire AND the requirements of your position. Click here for more information.

Jeb Brooks
Jeb Brooks is Executive Vice President of the sales training firm, The Brooks Group. Follow him on Twitter @JebBrooks This post appeared originally on his blog.

Transitioning from Sales to Management

The Harvard Business Review article, “Selling is Not About Relationships,” (the title is misleading) categorizes sales people into 5 buckets:

  • Relationship Builders focus on developing strong personal and professional relationships and advocates across the customer organization. They are generous with their time, strive to meet customers’ every need, and work hard to resolve tensions in the commercial relationship.
  • Hard Workers show up early, stay late, and always go the extra mile. They’ll make more calls in an hour and conduct more visits in a week than just about anyone else on the team.
  • Lone Wolves are the deeply self-confident, the rule-breaking cowboys of the sales force who do things their way or not at all.
  • Reactive Problem Solvers are, from the customers’ standpoint, highly reliable and detail-oriented. They focus on post-sales follow-up, ensuring that service issues related to implementation and execution are addressed quickly and thoroughly.
  • Challengers use their deep understanding of their customers’ business to push their thinking and take control of the sales conversation. They’re not afraid to share even potentially controversial views and are assertive — with both their customers and bosses.

In their analysis, they state that Challengers far outperform others, with Relationship Builders coming in dead last. Not that relationships are unimportant, their point is that the type of relationship is what is important. Challengers push the relationship, to make it better while Relationship Builders focus only on reducing tension.

This made me stop and think: How does this apply to management/leadership? I have often debated the merits of sales people transitioning from sales to management – where they can leverage their relationship skills. What this made me realize is that it is more than that, the ability to build relationships is important but success will hinge on what type of a person they are. Consider the same definitions applied to management/leadership with a few key words edited (i.e. customer changed to organization):

  • Relationship Builders focus on developing strong personal and professional relationships and advocates across the organization. They are generous with their time, strive to meet everyone’s needs, and work hard to resolve tensions in the internal relationships. (Add: Infrequently progress from manager to leader as they are the keeper of the status quo).
  • Hard Workers show up early, stay late, and always go the extra mile. They’ll make more calls in an hour and conduct more visits in a week than just about anyone else on the team. (Add: It is naïve to think that you do not have to work hard to be successful. You do. But the person who thinks that hard work is enough stay managers. They are great ‘do-ers’.)
  • Lone Wolves are the deeply self-confident, the rule-breaking cowboys of the organization who do things their way or not at all. (Add: Often burn bridges and have difficulty moving from manager to leader as they are not a team player. After all, people follow those they trust)
  • Reactive Problem Solvers are, from the organization’s standpoint, highly reliable and detail-oriented. They focus on follow-up, ensuring that issues related to implementation and execution are addressed quickly and thoroughly. (Add: Great reporting to a leader)
  • Challengers use their deep understanding of the business to push their thinking and take control of the conversation. They’re not afraid to share even potentially controversial views and are assertive — within the organization. (Add: Can build, communicate and execute a vision … in other words, can lead).

As with the sales profiles, I would suggest that the Challenger will outpace the others as they are willing to paint a vision of the future, push boundaries, take risks, face big issues and execute – with relationships, problem solving and hard working contributing to that success.

Ken Powell
Michael Weening is VP Business Wireless, Radio & Paging at Bell Mobility. This post appeared originally on his blog. Weening will be a speaker at the Sales 2.0 Conference in San Francisco on April 2-3, 2012. 

How to Succeed as a Sales Manager

As a sales manager and leader, are you measuring the right metrics for sales success?

At Vantage Point Performance, we recently wrote a book based on a groundbreaking research study we conducted about the metrics that leading sales forces are using to measure and manage their sellers. Interestingly, we discovered that thousands of sales metrics fall into one of three categories:

  1. Business results (such as revenue and market share).
  2. Sales objectives (such as acquiring new customers and selling certain products).
  3. Sales activities (day-to-day tasks like planning and conducting sales calls).

A key insight from the research is that only sales activities can truly be managed. Numbers related to sales objectives and business results are important to everyone, but these numbers cannot be directly controlled by sales management.

In fact, sales objectives and business results are trailing indicators of a sales force’s performance – they only show what you’ve accomplished in the past. Measuring sales activities, on the other hand, (which provide insights into current behaviors) are leading indicators that foretell whether those objectives and results will be attained in the future.

Amazingly, only 17% of the metrics in our study were focused on sales activities. Or, stated differently: more than 80% of the things sales forces are measuring are things that they cannot actually control.

You can’t control revenue – you can only control the things that your sellers are doing day-to-day. For example,

  • which types of prospects your reps are calling this week;
  • what types of conversations they’ll have;
  • whether they’re completing their call plans; and
  • whether they’re proactively managing their opportunities.

Clearly, many sales managers are only looking at metrics that tell them how successful they’ve been in the past. But as our research shows, a far more effective approach is to start measuring and managing sales activities instead. These are the critical inputs to success.

It’s important to remember that CRM is just a tool, and it only does what we tell it to do. Information goes in, and information comes out. Which information we request and what we do with that data is up to us as sales managers. Once we start using CRM to measure the right metrics, we’ll begin to predictably influence the future and manage sales teams that fulfill their highest potential.

To discover the best practices and frameworks you can use to influence the future, register to download a free chapter from Cracking the Sales Management Code, including a forward by Neil Rackham, best-selling author of SPIN Selling.

Jason Jordan
Jason Jordan is a partner of Vantage Point Performance and coauthor of Cracking the Sales Management Code.

Why Sales Success Starts with Credibility

There are four very basic sales management questions that a great front line or senior sales leader should be able to answer “yes” to:

1) Do your people trust you?

2) Do they have clarity on overall strategy?

3) Do you make yourself available to them?

4) Do you exist to unleash their potential?

These questions might be basic, but the execution is always complicated. In a world where the speed of sales increases year-over-year, it’s easy to forget that when you peel back all the technology & innovation that have helped increase rep productivity, sales is basically about making connections. Connections with partners, with customers, and—most important—with your team.

Connections create credibility, and credibility drives sales success. But how do you become credible as a sales leader? Start with these evaluation questions:

Is it important for a sales leader to have first worked in sales?

Would you get in a plane with a pilot who has never flown? Of course not. Sales is the same. It’s essential that sales leaders and sales managers have a background in sales. Steven Covey says trust is built through competence and character, and both are only achievable after you’ve walked the walk. That’s why I only hire high-potential, top-performing sales leaders as part of our leadership development academy. With a sales force of 6,500 associates at ADP, it’s critical that we train the best with the best.

Do all great salespeople make great leaders?

No way! The question to ask yourself is, “Do you get more excited by closing the big deal, or seeing someone you coached close the big deal?” The traits that put the best salespeople on top are the same traits that make them terrible sales managers. They tend to overachieve because they’re selfish with their time and accountable to themselves. On the other hand, the great sales leader can channel that overachieving spirit and create one collective unit focused on team results. Being able to identify salespeople who have leadership potential is an art and a science. Fortunately, there are a number of selection tools that can help you identify sales leadership traits.

What should you consider as you move into a leadership position?

Your time is not yours. You exist to drive the performance of others. The great sales leaders who build trust, set a vision, and inspire their teams are the first to arrive at the office in the morning and last to leave at the end of the day. They have a servant’s heart and the clock never turns off.

What do you think it takes to succeed during a transition from a sales role to a leadership role?

I refer to this as “relationship reengineering.” Others need to see you in a new light. Focus on redefining sales success, setting time-bound, realistic goals, seeking feedback, gathering insight, and building a new sense of trust. Most important, new sales leaders that try to lead with the idea that “This is how I did it” generally fail. Be humble, observe others’ strengths, and lead each salesperson with an individual style.

Ken Powell
Ken Powell is Vice President of Worldwide Sales Enablement at ADP

3 Sales Management Challenges & How to Solve Them with Science

Are great salespeople born, or made? With today’s advanced scientific sales analytics and measurement tools, sales managers can actually find out.

First, behavioral assessments give sales managers insight into a salesperson’s nature and psychological makeup (“born”), while skills assessments provide concrete data on sales knowledge and skills learned via experience, lessons, observations, etc. (“made”).

This combination of information gives sales leaders new ways to tackle three perennial sales-management challenges:

Sales Management Challenge #1: Hiring
Sales teams are only as good as the salespeople themselves. Sales managers need individuals who can work within the culture of the organization, leverage their unique strengths, and find satisfaction in getting great results. This is simply about job fit.

To find the right people for your team, you have to know what kind of salespeople you’re looking for. Hiring the right salesperson starts by defining the role. Sales managers need to take the time to complete a job analysis that defines the behavioral needs of the position. You can imagine the different needs of various sales positions—including B2B, B2C, outside sales, inside sales, and call centers. By defining the job, you have a “target” to measure candidates against. The next step is to administer a behavioral assessment on solid candidates, review and compare it with other critical data about experience, education, and past successes. You’re now using science and multiple data points to find a good fit.

Sales Management Challenge #2: Motivation
Sales is the one job inside every company where you cannot hide from results. Sales professionals are measured every day; and if one hits a slump, has a bad week or month, not only does that individual feel it, the results are also highly visible. While the visibility can help motivate some people, it can also create a “pressure cooker” environment where morale is difficult to maintain.

In addition to pressure to produce, external factors like these can also impact a rep’s motivation levels:

  • tough economy,
  • increased competition
  • shift in the individual’s role
  • change in the company’s direction or vision.

For example, an inside sales team that goes from 95% inbound calls to 95% outbound calls might experience a drop-off in production, which would create a significant challenge for the sales manager to keep the team focused, motivated, and productive. Behavioral assessments provide essential insights to how an individual is motivated. Armed with data on motivation, the sales manager can stay ready to accurately guide his or her team through change of any kind.

Sales Management Challenge #3: Retention
Hiring the right people will always be a concern, but retention will be an even greater challenge over the next decade. Top producers always have and always will have choices of about where to work. As drivers of revenue, they are a huge asset to any company and remain in high demand. In addition, top sales professionals expect great leadership and a high level of job satisfaction. Most organizations find that there are not enough candidates to fill critical roles; this problem is likely to get more serious now and in the future.

How can science help? For one thing, people stay in jobs when they’re engaged, learning, challenged, and believe they can succeed in the environment. Science provides two key aspects to combine nature and nurture and help keep producers actively engaged and reduce sales personnel turnover.

While behavioral assessments provide insight into what makes each rep tick, sales skills assessments provide data on their strengths and areas of growth. With the combined data from a behavioral assessment and a skills assessment, sales managers can take the mystery out of retention and figure out ways to keep their top performers happy and engaged.

Ultimately, leveraging science to drive sales performance enables organizations to increase efficiency, manage effectively, and produce outstanding sales results. The result is predictable, sustainable, and repeatable success.

Nancy Martini
Today’s post was contributed by Nancy Martini, President and CEO of PI Worldwide, publisher of science-based sales analytics including the Predictive Index (PI) and the Selling Skills Assessment Tool (SSAT). Contact her at nmartini@piworldwide.com.

Sales Leadership & Innovation Lessons from Steve Jobs

Steve Jobs Apple homepage

As the world memorializes Apple founder Steve Jobs this evening, we’re meditating on how the innovations of one man have pushed so many sales leaders to go above and beyond their highest aspirations for their companies and their teams. 

Selling Power magazine publisher Gerhard Gschwandtner has often noted that Steve Jobs has always been “at the center of the innovation process.” When the iPad was first released, Gschwandtner bought one immediately, and declared that the device was destined to fundamentally change how salespeople work, sell, and play. He outlined three ways the iPad represented visonary innovation:

  1. Laptops are not designed for sharing. The iPad will pull people from isolation to a place of co-creation. 

  2. Laptop screens are not dynamic. The iPad screen automatically orients itself in relation to your movements. The image on the screen flips from horizontal to vertical and from top to bottom automatically.

  3. Laptops emerged at a time when the world was still linear. The iPad allows people to leave that static world so they can connect with the dynamic flow of human intelligence online and offline.

In a conversation economy, driven by Sales 2.0 technology and process, social networks and real-time exchanges, the iPad has come to represent a new age for sales teams trying to start meaningful and engaging conversations with prospects and customers. Gschwandtner describes a meeting he had with a CEO:

I brought my iPad; he had his laptop. During our conversation, we discussed how many different tasks salespeople need to perform to drive customer value. The conversation brought to mind an interesting chart I received in an email the same morning. I pressed the start button on my iPad, and it came to life instantly (there is no staring at a blank screen for two minutes). Within seconds, I pulled up the email, clicked on the message, and handed the iPad to [the CEO], who studied it and asked for the URL so he could share it with his team. I simply forwarded the email and the conversation resumed.

The iPad added instant value to the conversation, and it blended in naturally, which added a touch of elegance to the discussion (and of course a little iPad envy). In this case, the iPad delivered content in real time. In effect, this experience would not have been possible with the use of a laptop. After all, who would want to wait two minutes to make a point?

To invent and produce this kind of technological product — one that courts customers with an unparalleled combination of elegance and function —  Jobs had to maintain a ruthless focus on the end goal. During a presentation in 1997 (as outlined by Jon Steel in the introduction to his book Perfect Pitch: The Art of Selling Ideas and Winning New Business) Steve Jobs described innovation as an exercise in discipline. He drew more than a dozen boxes on a dry erase board and labeled them with names of Apple products still in their project stages: Cyberdog, OpenDoc, G4, iMac, etc. Jobs told the assembled group that Apple had invested millions of dollars in pursuit of each product. Then he began crossing them out.

“In the past days, I’ve killed this one, this one, this one…” Jobs said, until all that were left were G4 and iMac. “These two projects that remain represent what we always wanted this company to be about; they’re technologically superb and visually stunning. And I’m going to bet the future of this company on them.”

At the heart of innovation is change. Jobs’ legacy is a reminder for sales leaders that technology is a powerful driver of change. But the nature of change itself — the necessity of letting go of one thing to make room for something new — is also a reminder to seize the day. As Steve Jobs said in a 2005 Commencement address at Stanford:

No one wants to die. Even people who want to go to heaven don’t want to die to get there. And yet death is the destination we all share. No one has ever escaped it. And that is as it should be, because Death is very likely the single best invention of Life. It is Life’s change agent. It clears out the old to make way for the new. Right now the new is you, but someday not too long from now, you will gradually become the old and be cleared away. Sorry to be so dramatic, but it is quite true.

Your time is limited, so don’t waste it living someone else’s life. Don’t be trapped by dogma — which is living with the results of other people’s thinking. Don’t let the noise of others’ opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition. They somehow already know what you truly want to become. Everything else is secondary.

What Does Successful Sales & Marketing Alignment Look Like? (Part II)

When I first got into marketing over a decade ago, the landscape was much different than it is today. Marketing and sales typically worked independently from one another; marketing managed things like trade shows and print collateral (with limited visibility into their impact on overall ROI) and sales managed the leads that marketing acquired.

This made marketing an overhead expense, and it was an easy target for cuts when budgets got tight. It was hard to show conclusive evidence that marketing made a measurable impact on the overall success of the sales organization beyond getting more leads. We knew it was true, but the data was elusive.

Fast forward to today, and things look somewhat different (but still far from perfect). As a marketer, I now have tools and applications that can more easily generate data and therefore quantify results of our marketing activities. I can follow the activity of a lead through the entire lifecycle, including if and when a lead turned into a serious prospect. And I can see the touch points that marketing created or influenced along the path from initial inquiry to a closed deal. Suddenly, there is real correlation between the campaigns we run and the ROI for my colleagues on the sales side.

With that in mind, I thought I would share a few insights I’ve learned along the way:

Make Marketing Your BFF: Sales and marketing teams actually have a symbiotic relationship. That means that despite the fact that we are different types, we each depend on each other and benefit from the relationship. Your marketing team should provide essential insights that help sales generate and identify the best leads, the best ways to interact with those leads, and provide the resources, messages and delivery methods to support those interactions. And sales should provide feedback from the front line to create a knowledge-sharing loop with marketing. Marketing and sales should have their goals aligned, work cooperatively toward those goals and, ideally, should be BFFs (Best Friends Forever).

Set Specific Marketing Goals: My income is tied directly to the number of qualified leads I can drive through marketing initiatives, among other measurable goals. Don’t be afraid to assign metrics to your marketing team and engage them in the process. And reward them for meeting those metrics. Nothing says motivation like dollars in your pocket! Sales reps have known this all along. Now it’s marketing’s turn to benefit from hitting their targets.

Use the Right Tools: While many of the marketing-specific tools on the market are relatively new, they have evolved quickly and can be quite powerful. Example 1: Marketing automation tools help marketers track and understand data behind campaigns, while also observing the behaviors and patterns of your prospects. We use Marketo and there are other great systems to choose from depending on your needs. Example 2: As part of our BigMachines software, we offer the BigMachines Document Engine, where our customers can store the most up-to-date templates for proposals, contracts and quotes, making it simple for sales team to generate branded, marketing-approved sales documents. This allows you to maintain corporate standards throughout the sales process, and when you present a consistent brand that reflects well on your company, you have a competitive advantage and can sometimes even command a higher price.

I’d love to hear what other marketers and sales executives are seeing. Are you noticing more alignment between the marketing and sales groups at your company? Have you implemented strategies within your organization that help sales and marketing work better together? Leave a comment below or reach out to us on Twitter @bigmachines.

Will Wieglar

Will Wiegler is Vice President of Marketing at BigMachines. Follow BigMachines on Twitter @BigMachines.

4 Social Media ROI Tips for Sales Leaders

These tips are taken from Social Media is Getting Tired … Social Business is the New Frontier, by Gerhard Gschwandtner, founder and publisher of Selling Power magazine.

Suggested Social-Media Action Steps for Sales Leaders:

  1. Change your mind-set from social media (low ROI) to social business (measurable ROI).
  2. Expand the definition beyond personal selling. Turn your salespeople into digital influencers. Teach them how to listen online, join the right communities, and engage customers in their social-business sphere. Give them sales intelligence tools, such as InsideView for Sales.
  3. Create your social business strategy before searching for the best technology. Gartner considers Jive, Lithium, and salesforce.com as key players in the market.
  4. Take a closer look at Social CRM tools. SugarCRM, Nimble, and salesforce.com executives participated in a great panel discussion on the subject. Note how Jon Ferrara (founder of GoldMine) sees the future of Social CRM in this video:

social crm video

Learn more on November 15, 2011, in Santa Monica at the Sales Strategies in a Social & Mobile World conference. Gschwandtner will be there with many expert speakers, including Anneke Seley (author, Sales 2.0), Jeffrey Hayzlett (former CMO, Kodak), Todd McCormick (PGi), Brett Queener (salesforce.com), and Jon Ferrara (Nimble).

discover-sales-strategies-for-a-social-w

What True Sales & Marketing Alignment Looks Like (Part I)

For many sales and marketing leaders, there is still work to be done when it comes to improving the relationship between their teams. Recently, my company, BigMachines, released a 2011 Benchmark Survey on the state of the sales industry, featuring responses from 100 sales executives. The aim of the survey was to uncover the biggest pain points affecting their jobs today. The top result? Two-thirds of respondents said that the biggest pain point is the disconnect between sales and marketing.

This is troubling to hear because when the lines of communication are broken, opportunities might be missed, errors can occur, and deals can even be lost. I’m fortunate to work for a company that takes the relationship between marketing and sales seriously and highly values collaboration. Here’s a portrait of how sales and marketing work for us:

My marketing team is an integral part of the sales process. We work closely with both inside and outside sales teams to provide the right messages to prospects and customers at the right times. We also provide them with an ongoing stream of sales leads and help them prioritize those leads based on demographics and interest levels.

Sales knows that marketing is here to help them meet their sales targets. We provide the intelligence and expertise to help them win. Our job is to build the supporting infrastructure to deliver selling messages via the most effective channels, and then monitor the results.

Our goals are aligned and we work (and play) as a team. Month after month, members of our sales team nominate members of my marketing team for “Star of the Month” awards. Sales thinks we rock (and we do)!

Have you implemented strategies within your organization that help sales and marketing work better together?

Will Wieglar

Will Wiegler is Vice President of Marketing at BigMachines. Follow BigMachines on Twitter @BigMachines

sales-amp-marketing-20-conference-oct

Sales Success in a Social & Mobile World

This post is an excerpt from “Sales Success Strategies for a Social & Mobile World,” by Gerhard Gschwandtner.

Since social media is accessible on most mobile devices, real time collaboration is the new rage. A VP of Sales shared the story of driving in a cab to visit a client. He posted a question on Chatter:

“Visiting XYZ in London, any thoughts that I could share to enhance our relationship?”

Within minutes the company’s CFO shared:

“Yes, they owe us $400,000 that’s 60 days overdue.”

The results, the VP was able to eliminate the bottleneck in the company’s payment process. Problem solved.

The social media world is slowly moving in a new direction. Let’s say you are working in a company that employs 600 salespeople. Would you want to follow everybody? No.  You’d follow the top ten thought leaders and learn what’s important to them. The big shift: from quantity to quality connections. Social learning companies like Saba.com benefit from this new trend by continually refining social learning tools.

Someone recently told me: “I consider the iPhone as an extension cord to my brain.” Social media has become a second brain for everybody. Why not use it more effectively to serve the community and serve your business?

I’m looking forward to discussing these issues in depth during our next conference on November 14-15 in Santa Monica with plugged-in leaders like Anneke Seley and Jeff Hayzlett. Check out the agenda and reserve your spot now:

novsocial600x125

Gerhard Gschwandtner

Gerhard Gschwandtner is founder and publisher of Selling Power magazine, and is host of the Sales 2.0 Conference series. Follow him on Twitter @gerhard20.