際際滷

際際滷Share a Scribd company logo
Transforming Your Inside Sales Team
Transforming Your Inside Sales Team
Dionne Mischler
CEO, Inside Sales by Design
AA-ISP OC Chapter President
in/DionneMischler
@DionneMischler
息Inside Sales by Design
#LS2017
Agenda
Introductions
Discussion
Next Steps
Resources
#LS2017
#LS2017
The basic building blocks
1. Goals
2. Mission/Vision
3. Effective Onboarding and Training
4. Sales Manager 101
5. Coaching & Motivating your Reps
6. Reporting
#LS2017
1. How do you define your company culture?
2. How do you define your teams culture?
3. And most importantly, does everybody know what it is?
#LS2017
#LS2017
Keys to keep in mind:
1. Goals
2. Mission/Vision
3. Culture creation and
reinforcement
Ask yourself:
On a scale of 1 to 10; how strong is your framework?
#LS2017
Keys to keep in mind:
1. Effective Onboarding and
Training
2. Sales Manager 101
3. Coaching & Motivating your
Reps
4. Reporting
Ask yourself:
On a scale of 1 to 10; how strong is your framework and
build out?
#LS2017
Onboarding and Training
@DionneMischler
#LS2017
What Sales Onboarding and Training Really Is
@DionneMischler
#LS2017
Sales Onboarding  Next Steps
Make it a part of your Hiring Strategy
Make it a part of your Team and Company DNA
Document, document, document.
Includes Product and marketplace information
Monday Tuesday Wednesday Thursday Friday Result
Paperwork/intro
s
Intros/downloa
ds from Product,
Marketing
Intros/downloa
ds from other
departments
Read, recap
Sales Process
Messaging
Recap/mock-
sales calls
Comfortable
with value prop
Read, recap,
shadow, tech
CRM
Sales Process
CRM/Tools
Sales Messaging
Review with
Leadership
Recap/mock-
sales calls
Comfortable
with VP in own
words
@DionneMischler
#LS2017
Sales Training  Next Steps
Make it a part of your Onboarding
Make it a part of your Team/Company DNA
If youre a start-up, take away the option and make it
mandatory and round robin the team  have them
join webinars, read books, etc.
Document, document, document.
What verbiage  email and voice mail  work (Sales
Playbook, anyone?
Shadowing
Live call feedback
Create an editorial calendar with the team
@DionneMischler
#LS2017
Sales manager 101 and coaching
#LS2017
Time
! ?
.
#LS2017
#LS2017
BrightTalk Webinar: Managing v. Leading and Why Theyre Different
https://drive.google.com/file/d/0ByDUCNdii43zempadmxJSHpGbEk/view
#LS2017
#LS2017
What youll be doing
Manage and Own Up
Leading down
Collaboratively work across departments
Motivate your team
Create and update process
Train and Onboard
Measure success and make adjustments
Known by their peers in the industry and
community
#LS2017
Next steps and Resources
Why did you decide to become a Sales
Leader?
Examine these motivations very carefully
What do you need to start doing?
What do you need to stop doing?
What type of Leader do you want/need to be
for your team?
What actions are you taking to make this
happen?
Create your overall Training, Coaching and
1:1 Calendar
#LS2017
Reporting
#LS2017
Dashboard basics  Keep it SIMPLE!!
Does what your reps look at align to their goals?
Same question for you
Can they at-a-glance, look at their dashboard and
know where theyre at? (Both daily and monthly?)
Same question for you
Recommend setting up your dashboards and having
your reps start their day there
We cant improve what were not measuring
and we certainly cant pay on it.
Reporting
#LS2017
Next steps
1. Benchmark your current dashboards
2. Identify areas of improvement
3. Determine plan to fix
4. IMPLEMENT
Reporting
#LS2017
Keys to keep in mind:
1. Is information accessible?
2. Does everyone know where it
is?
3. When what the last time you
revisited?
Ask yourself:
On a scale of 1 to 10; how strong is your documentation?
#LS2017
Keys to keep in mind:
Coaching works!!!
Ask yourself:
On a scale of 1 to 10; how often to you coach?
#LS2017
By the numbers
#1 Top Challenge for Sales Leaders
Training and Development
_% Managers Account for employees
variance in engagement
70%
Leadership & Coaching
#LS2017
Why and What
Leadership & Coaching
#LS2017
Tales from the real world
Scenarios from your peers
#LS2017
Workshop time
Heres what were going to do:
1. Based upon our conversation, introspectively
look at you, your organization, and where
youre at compared to where youd like to be.
2. Circle the items youd like to work on and
what specifically youd should work on in
order to better you and your team.
3. Complete the Annual Plan (work with your
peers)
4. Look at the agenda for the conference and
intentionally plan your time here.
#LS2017
#LS2017
Resources
#LS2017
Who am I?
Professional
20 years in Sales and Technology
Built first official Inside Sales team in 2007
Today, Founder of Inside Sales by Design
President of AA-ISP OC Chapter since 2009
Personal
Born and raised in the Chicago Suburbs living in OC
International Business & Business Administration
degree from Carthage College
Married 10 years; Mother to 2 children
Passionate about Inside Sales and Education
#LS2017
Dionne Mischler
Founder, Inside Sales by Design
AA-ISP OC Chapter President
in/DionneMischler
@DionneMischler
Dionne.Mischler@InsideSalesbyDesign.com

More Related Content

What's hot (19)

How To Start A Business - Step-By-Step Guide To Profit From What You Already ...
How To Start A Business - Step-By-Step Guide To Profit From What You Already ...How To Start A Business - Step-By-Step Guide To Profit From What You Already ...
How To Start A Business - Step-By-Step Guide To Profit From What You Already ...
Marketing Gem Solutions
FocalPoint Business Coaching Overview
FocalPoint Business Coaching Overview FocalPoint Business Coaching Overview
FocalPoint Business Coaching Overview
Kelly Laverty
From the CEO to the SDR - How to Drive Revenue Alignment from the Top featuri...
From the CEO to the SDR - How to Drive Revenue Alignment from the Top featuri...From the CEO to the SDR - How to Drive Revenue Alignment from the Top featuri...
From the CEO to the SDR - How to Drive Revenue Alignment from the Top featuri...
Tenbound
Sales man to sales manager
Sales man to sales managerSales man to sales manager
Sales man to sales manager
Wincent Joseph
Business Coaching
Business  CoachingBusiness  Coaching
Business Coaching
Jon Baker
IQ Management - Moving Into Your New Management Role
IQ Management - Moving Into Your New Management RoleIQ Management - Moving Into Your New Management Role
IQ Management - Moving Into Your New Management Role
InterQuest Group
Elay Cohen (CEO, SalesHood) - How to Achieve Ramp to Revenue & Deal Velocity
Elay Cohen (CEO, SalesHood) - How to Achieve Ramp to Revenue & Deal VelocityElay Cohen (CEO, SalesHood) - How to Achieve Ramp to Revenue & Deal Velocity
Elay Cohen (CEO, SalesHood) - How to Achieve Ramp to Revenue & Deal Velocity
Sales Hacker
Key Traits of a Successful Career Coach
Key Traits of a Successful Career CoachKey Traits of a Successful Career Coach
Key Traits of a Successful Career Coach
Carla Hunter
Jake Dunlap with Skaled - The New Normal: Performance Agency Mindset for Sales
Jake Dunlap with Skaled - The New Normal: Performance Agency Mindset for SalesJake Dunlap with Skaled - The New Normal: Performance Agency Mindset for Sales
Jake Dunlap with Skaled - The New Normal: Performance Agency Mindset for Sales
Tenbound
5 Sales Power Leadership Techniques to Boost Your Sales Today
5 Sales Power Leadership Techniques to Boost Your Sales Today5 Sales Power Leadership Techniques to Boost Your Sales Today
5 Sales Power Leadership Techniques to Boost Your Sales Today
bestcolorprinting
Smart goals assignment
Smart goals assignmentSmart goals assignment
Smart goals assignment
sneedm
Jounney of sales_man_to_sales_manager
Jounney of sales_man_to_sales_managerJounney of sales_man_to_sales_manager
Jounney of sales_man_to_sales_manager
Amar Bir Singh
16 Simple Ways to Help First-Time Managers Succeed
16 Simple Ways to Help First-Time Managers Succeed16 Simple Ways to Help First-Time Managers Succeed
16 Simple Ways to Help First-Time Managers Succeed
Jhana
Ralph Barsi: Mindset For Success as an SDR
Ralph Barsi: Mindset For Success as an SDRRalph Barsi: Mindset For Success as an SDR
Ralph Barsi: Mindset For Success as an SDR
Tenbound
How to motivate your sales team
How to motivate your sales teamHow to motivate your sales team
How to motivate your sales team
vStacks Infotech
Doug Landis (SVP of Sales Productivity, Box) - Building Scalable Sales Proces...
Doug Landis (SVP of Sales Productivity, Box) - Building Scalable Sales Proces...Doug Landis (SVP of Sales Productivity, Box) - Building Scalable Sales Proces...
Doug Landis (SVP of Sales Productivity, Box) - Building Scalable Sales Proces...
Sales Hacker
Your Virtual Sales Playbook
Your Virtual Sales PlaybookYour Virtual Sales Playbook
Your Virtual Sales Playbook
Akash Dutta
Henry Schuck, DiscoverOrg at The Sales Development Conference 2017
Henry Schuck, DiscoverOrg at The Sales Development Conference 2017 Henry Schuck, DiscoverOrg at The Sales Development Conference 2017
Henry Schuck, DiscoverOrg at The Sales Development Conference 2017
Tenbound
How to Get Promoted
How to Get PromotedHow to Get Promoted
How to Get Promoted
Lucas Group
How To Start A Business - Step-By-Step Guide To Profit From What You Already ...
How To Start A Business - Step-By-Step Guide To Profit From What You Already ...How To Start A Business - Step-By-Step Guide To Profit From What You Already ...
How To Start A Business - Step-By-Step Guide To Profit From What You Already ...
Marketing Gem Solutions
FocalPoint Business Coaching Overview
FocalPoint Business Coaching Overview FocalPoint Business Coaching Overview
FocalPoint Business Coaching Overview
Kelly Laverty
From the CEO to the SDR - How to Drive Revenue Alignment from the Top featuri...
From the CEO to the SDR - How to Drive Revenue Alignment from the Top featuri...From the CEO to the SDR - How to Drive Revenue Alignment from the Top featuri...
From the CEO to the SDR - How to Drive Revenue Alignment from the Top featuri...
Tenbound
Sales man to sales manager
Sales man to sales managerSales man to sales manager
Sales man to sales manager
Wincent Joseph
Business Coaching
Business  CoachingBusiness  Coaching
Business Coaching
Jon Baker
IQ Management - Moving Into Your New Management Role
IQ Management - Moving Into Your New Management RoleIQ Management - Moving Into Your New Management Role
IQ Management - Moving Into Your New Management Role
InterQuest Group
Elay Cohen (CEO, SalesHood) - How to Achieve Ramp to Revenue & Deal Velocity
Elay Cohen (CEO, SalesHood) - How to Achieve Ramp to Revenue & Deal VelocityElay Cohen (CEO, SalesHood) - How to Achieve Ramp to Revenue & Deal Velocity
Elay Cohen (CEO, SalesHood) - How to Achieve Ramp to Revenue & Deal Velocity
Sales Hacker
Key Traits of a Successful Career Coach
Key Traits of a Successful Career CoachKey Traits of a Successful Career Coach
Key Traits of a Successful Career Coach
Carla Hunter
Jake Dunlap with Skaled - The New Normal: Performance Agency Mindset for Sales
Jake Dunlap with Skaled - The New Normal: Performance Agency Mindset for SalesJake Dunlap with Skaled - The New Normal: Performance Agency Mindset for Sales
Jake Dunlap with Skaled - The New Normal: Performance Agency Mindset for Sales
Tenbound
5 Sales Power Leadership Techniques to Boost Your Sales Today
5 Sales Power Leadership Techniques to Boost Your Sales Today5 Sales Power Leadership Techniques to Boost Your Sales Today
5 Sales Power Leadership Techniques to Boost Your Sales Today
bestcolorprinting
Smart goals assignment
Smart goals assignmentSmart goals assignment
Smart goals assignment
sneedm
Jounney of sales_man_to_sales_manager
Jounney of sales_man_to_sales_managerJounney of sales_man_to_sales_manager
Jounney of sales_man_to_sales_manager
Amar Bir Singh
16 Simple Ways to Help First-Time Managers Succeed
16 Simple Ways to Help First-Time Managers Succeed16 Simple Ways to Help First-Time Managers Succeed
16 Simple Ways to Help First-Time Managers Succeed
Jhana
Ralph Barsi: Mindset For Success as an SDR
Ralph Barsi: Mindset For Success as an SDRRalph Barsi: Mindset For Success as an SDR
Ralph Barsi: Mindset For Success as an SDR
Tenbound
How to motivate your sales team
How to motivate your sales teamHow to motivate your sales team
How to motivate your sales team
vStacks Infotech
Doug Landis (SVP of Sales Productivity, Box) - Building Scalable Sales Proces...
Doug Landis (SVP of Sales Productivity, Box) - Building Scalable Sales Proces...Doug Landis (SVP of Sales Productivity, Box) - Building Scalable Sales Proces...
Doug Landis (SVP of Sales Productivity, Box) - Building Scalable Sales Proces...
Sales Hacker
Your Virtual Sales Playbook
Your Virtual Sales PlaybookYour Virtual Sales Playbook
Your Virtual Sales Playbook
Akash Dutta
Henry Schuck, DiscoverOrg at The Sales Development Conference 2017
Henry Schuck, DiscoverOrg at The Sales Development Conference 2017 Henry Schuck, DiscoverOrg at The Sales Development Conference 2017
Henry Schuck, DiscoverOrg at The Sales Development Conference 2017
Tenbound
How to Get Promoted
How to Get PromotedHow to Get Promoted
How to Get Promoted
Lucas Group

Similar to Transforming Your Inside Sales Team (20)

Aa isp is2017 - leading your team to peak performance
Aa isp is2017 - leading your team to peak performanceAa isp is2017 - leading your team to peak performance
Aa isp is2017 - leading your team to peak performance
Dionne Mischler
Cove leading your sales team to peak performance
Cove   leading your sales team to peak performanceCove   leading your sales team to peak performance
Cove leading your sales team to peak performance
Dionne Mischler
February 2016 ICF Colorado Newsletter
February 2016 ICF Colorado Newsletter February 2016 ICF Colorado Newsletter
February 2016 ICF Colorado Newsletter
ICF Colorado
Culture... if you have a fun committee you're doing it wrong.
Culture... if you have a fun committee you're doing it wrong.Culture... if you have a fun committee you're doing it wrong.
Culture... if you have a fun committee you're doing it wrong.
PeopleFirm
Role of Talent Management
Role of Talent ManagementRole of Talent Management
Role of Talent Management
AIESEC
5 Ways to Prepare Your Organization for a Successful 2020
5 Ways to Prepare Your Organization for a Successful 20205 Ways to Prepare Your Organization for a Successful 2020
5 Ways to Prepare Your Organization for a Successful 2020
BizLibrary
Club Management 101: Leading Your Club to Success
Club Management 101: Leading Your Club to SuccessClub Management 101: Leading Your Club to Success
Club Management 101: Leading Your Club to Success
Roberta Kruse-Fordham
Semcamp 2013 Jose-Truchado
Semcamp 2013 Jose-TruchadoSemcamp 2013 Jose-Truchado
Semcamp 2013 Jose-Truchado
亠亟亠仆亳从仂于舒 从舒仆舒
September 2011 Denver Coach Federation Newsletter
September 2011 Denver Coach Federation NewsletterSeptember 2011 Denver Coach Federation Newsletter
September 2011 Denver Coach Federation Newsletter
ICF Colorado
Employer Brand Playbook (Hootsuite)
Employer Brand Playbook (Hootsuite)Employer Brand Playbook (Hootsuite)
Employer Brand Playbook (Hootsuite)
HR Open Source
The Hootsuite Employer Brand Playbook
The Hootsuite Employer Brand PlaybookThe Hootsuite Employer Brand Playbook
The Hootsuite Employer Brand Playbook
Hootsuite
Pr Expansion Booklet
Pr Expansion BookletPr Expansion Booklet
Pr Expansion Booklet
Fer Piacesi
Really efficient integrated marketing teams by Jose Truchado (Expedia)
Really efficient integrated marketing teams by Jose Truchado (Expedia)Really efficient integrated marketing teams by Jose Truchado (Expedia)
Really efficient integrated marketing teams by Jose Truchado (Expedia)
Promodo
Create the happier employees in the world - Employee experience vs. Customer ...
Create the happier employees in the world - Employee experience vs. Customer ...Create the happier employees in the world - Employee experience vs. Customer ...
Create the happier employees in the world - Employee experience vs. Customer ...
Jaakko M辰nnist旦
How to build a content marketing and social media engine
How to build a content marketing and social media engineHow to build a content marketing and social media engine
How to build a content marketing and social media engine
Marcel Santilli
June 2012 ICF Colorado Newsletter
June 2012 ICF Colorado NewsletterJune 2012 ICF Colorado Newsletter
June 2012 ICF Colorado Newsletter
ICF Colorado
17 things to consider when planning for 2017
17 things to consider when planning for 201717 things to consider when planning for 2017
17 things to consider when planning for 2017
Sang PV.
Taking on New Territory: The 3 Pillars of Successful Conquest: Simon Johnson
Taking on New Territory: The 3 Pillars of Successful Conquest: Simon JohnsonTaking on New Territory: The 3 Pillars of Successful Conquest: Simon Johnson
Taking on New Territory: The 3 Pillars of Successful Conquest: Simon Johnson
Business of Software Conference
Er functional track
Er functional trackEr functional track
Er functional track
josephlangner
What happens when you put the head of advertising solutions in charge of tale...
What happens when you put the head of advertising solutions in charge of tale...What happens when you put the head of advertising solutions in charge of tale...
What happens when you put the head of advertising solutions in charge of tale...
LinkedIn Talent Solutions
Aa isp is2017 - leading your team to peak performance
Aa isp is2017 - leading your team to peak performanceAa isp is2017 - leading your team to peak performance
Aa isp is2017 - leading your team to peak performance
Dionne Mischler
Cove leading your sales team to peak performance
Cove   leading your sales team to peak performanceCove   leading your sales team to peak performance
Cove leading your sales team to peak performance
Dionne Mischler
February 2016 ICF Colorado Newsletter
February 2016 ICF Colorado Newsletter February 2016 ICF Colorado Newsletter
February 2016 ICF Colorado Newsletter
ICF Colorado
Culture... if you have a fun committee you're doing it wrong.
Culture... if you have a fun committee you're doing it wrong.Culture... if you have a fun committee you're doing it wrong.
Culture... if you have a fun committee you're doing it wrong.
PeopleFirm
Role of Talent Management
Role of Talent ManagementRole of Talent Management
Role of Talent Management
AIESEC
5 Ways to Prepare Your Organization for a Successful 2020
5 Ways to Prepare Your Organization for a Successful 20205 Ways to Prepare Your Organization for a Successful 2020
5 Ways to Prepare Your Organization for a Successful 2020
BizLibrary
Club Management 101: Leading Your Club to Success
Club Management 101: Leading Your Club to SuccessClub Management 101: Leading Your Club to Success
Club Management 101: Leading Your Club to Success
Roberta Kruse-Fordham
September 2011 Denver Coach Federation Newsletter
September 2011 Denver Coach Federation NewsletterSeptember 2011 Denver Coach Federation Newsletter
September 2011 Denver Coach Federation Newsletter
ICF Colorado
Employer Brand Playbook (Hootsuite)
Employer Brand Playbook (Hootsuite)Employer Brand Playbook (Hootsuite)
Employer Brand Playbook (Hootsuite)
HR Open Source
The Hootsuite Employer Brand Playbook
The Hootsuite Employer Brand PlaybookThe Hootsuite Employer Brand Playbook
The Hootsuite Employer Brand Playbook
Hootsuite
Pr Expansion Booklet
Pr Expansion BookletPr Expansion Booklet
Pr Expansion Booklet
Fer Piacesi
Really efficient integrated marketing teams by Jose Truchado (Expedia)
Really efficient integrated marketing teams by Jose Truchado (Expedia)Really efficient integrated marketing teams by Jose Truchado (Expedia)
Really efficient integrated marketing teams by Jose Truchado (Expedia)
Promodo
Create the happier employees in the world - Employee experience vs. Customer ...
Create the happier employees in the world - Employee experience vs. Customer ...Create the happier employees in the world - Employee experience vs. Customer ...
Create the happier employees in the world - Employee experience vs. Customer ...
Jaakko M辰nnist旦
How to build a content marketing and social media engine
How to build a content marketing and social media engineHow to build a content marketing and social media engine
How to build a content marketing and social media engine
Marcel Santilli
June 2012 ICF Colorado Newsletter
June 2012 ICF Colorado NewsletterJune 2012 ICF Colorado Newsletter
June 2012 ICF Colorado Newsletter
ICF Colorado
17 things to consider when planning for 2017
17 things to consider when planning for 201717 things to consider when planning for 2017
17 things to consider when planning for 2017
Sang PV.
Taking on New Territory: The 3 Pillars of Successful Conquest: Simon Johnson
Taking on New Territory: The 3 Pillars of Successful Conquest: Simon JohnsonTaking on New Territory: The 3 Pillars of Successful Conquest: Simon Johnson
Taking on New Territory: The 3 Pillars of Successful Conquest: Simon Johnson
Business of Software Conference
Er functional track
Er functional trackEr functional track
Er functional track
josephlangner
What happens when you put the head of advertising solutions in charge of tale...
What happens when you put the head of advertising solutions in charge of tale...What happens when you put the head of advertising solutions in charge of tale...
What happens when you put the head of advertising solutions in charge of tale...
LinkedIn Talent Solutions

Transforming Your Inside Sales Team

  • 2. Transforming Your Inside Sales Team Dionne Mischler CEO, Inside Sales by Design AA-ISP OC Chapter President in/DionneMischler @DionneMischler 息Inside Sales by Design
  • 5. #LS2017 The basic building blocks 1. Goals 2. Mission/Vision 3. Effective Onboarding and Training 4. Sales Manager 101 5. Coaching & Motivating your Reps 6. Reporting
  • 6. #LS2017 1. How do you define your company culture? 2. How do you define your teams culture? 3. And most importantly, does everybody know what it is?
  • 8. #LS2017 Keys to keep in mind: 1. Goals 2. Mission/Vision 3. Culture creation and reinforcement Ask yourself: On a scale of 1 to 10; how strong is your framework?
  • 9. #LS2017 Keys to keep in mind: 1. Effective Onboarding and Training 2. Sales Manager 101 3. Coaching & Motivating your Reps 4. Reporting Ask yourself: On a scale of 1 to 10; how strong is your framework and build out?
  • 11. #LS2017 What Sales Onboarding and Training Really Is @DionneMischler
  • 12. #LS2017 Sales Onboarding Next Steps Make it a part of your Hiring Strategy Make it a part of your Team and Company DNA Document, document, document. Includes Product and marketplace information Monday Tuesday Wednesday Thursday Friday Result Paperwork/intro s Intros/downloa ds from Product, Marketing Intros/downloa ds from other departments Read, recap Sales Process Messaging Recap/mock- sales calls Comfortable with value prop Read, recap, shadow, tech CRM Sales Process CRM/Tools Sales Messaging Review with Leadership Recap/mock- sales calls Comfortable with VP in own words @DionneMischler
  • 13. #LS2017 Sales Training Next Steps Make it a part of your Onboarding Make it a part of your Team/Company DNA If youre a start-up, take away the option and make it mandatory and round robin the team have them join webinars, read books, etc. Document, document, document. What verbiage email and voice mail work (Sales Playbook, anyone? Shadowing Live call feedback Create an editorial calendar with the team @DionneMischler
  • 17. #LS2017 BrightTalk Webinar: Managing v. Leading and Why Theyre Different https://drive.google.com/file/d/0ByDUCNdii43zempadmxJSHpGbEk/view
  • 19. #LS2017 What youll be doing Manage and Own Up Leading down Collaboratively work across departments Motivate your team Create and update process Train and Onboard Measure success and make adjustments Known by their peers in the industry and community
  • 20. #LS2017 Next steps and Resources Why did you decide to become a Sales Leader? Examine these motivations very carefully What do you need to start doing? What do you need to stop doing? What type of Leader do you want/need to be for your team? What actions are you taking to make this happen? Create your overall Training, Coaching and 1:1 Calendar
  • 22. #LS2017 Dashboard basics Keep it SIMPLE!! Does what your reps look at align to their goals? Same question for you Can they at-a-glance, look at their dashboard and know where theyre at? (Both daily and monthly?) Same question for you Recommend setting up your dashboards and having your reps start their day there We cant improve what were not measuring and we certainly cant pay on it. Reporting
  • 23. #LS2017 Next steps 1. Benchmark your current dashboards 2. Identify areas of improvement 3. Determine plan to fix 4. IMPLEMENT Reporting
  • 24. #LS2017 Keys to keep in mind: 1. Is information accessible? 2. Does everyone know where it is? 3. When what the last time you revisited? Ask yourself: On a scale of 1 to 10; how strong is your documentation?
  • 25. #LS2017 Keys to keep in mind: Coaching works!!! Ask yourself: On a scale of 1 to 10; how often to you coach?
  • 26. #LS2017 By the numbers #1 Top Challenge for Sales Leaders Training and Development _% Managers Account for employees variance in engagement 70% Leadership & Coaching
  • 28. #LS2017 Tales from the real world Scenarios from your peers
  • 29. #LS2017 Workshop time Heres what were going to do: 1. Based upon our conversation, introspectively look at you, your organization, and where youre at compared to where youd like to be. 2. Circle the items youd like to work on and what specifically youd should work on in order to better you and your team. 3. Complete the Annual Plan (work with your peers) 4. Look at the agenda for the conference and intentionally plan your time here.
  • 32. #LS2017 Who am I? Professional 20 years in Sales and Technology Built first official Inside Sales team in 2007 Today, Founder of Inside Sales by Design President of AA-ISP OC Chapter since 2009 Personal Born and raised in the Chicago Suburbs living in OC International Business & Business Administration degree from Carthage College Married 10 years; Mother to 2 children Passionate about Inside Sales and Education
  • 33. #LS2017 Dionne Mischler Founder, Inside Sales by Design AA-ISP OC Chapter President in/DionneMischler @DionneMischler Dionne.Mischler@InsideSalesbyDesign.com

Editor's Notes

  • #5: Lets talk mindset here Synonyms alchemize, make over, metamorphose, transfigure, convert, transmute, transpose, transubstantiate
  • #7: Its really your culture. And if you dont think you have one, thats it.
  • #8: This might be what it looks like to operationalize your culture. How do you take the feeling and codify it so people can work it?
  • #10: Keys to keep in mind when youre building out. Youre putting action behind your framework. Your build out should answer the question(s): How do I? (Make calls, open a conversation, deliver a high quality demo, etc.) How do you? What does good look like? How do you measure? How do you know success? Can your team self-drive? If there was not training team, can a new hire start and get there just reading/using your documentation?
  • #12: Assimilation into your Company culture and Team culture; along with goals. Your overall onboarding program will depend on your company, product, role and overall complexity. Some good things to measure when onboarding: ability to capture and say company VP in own words both verbally and written. Mock sales calls go extremely well. Back in the day, the question was, can a kindergartener or 5th grader understand what you do? Now, the question is, if you were to explain to your parents what you do, would they understand? Some organizations are putting in certification programs. If youre not there yet, recommend setting a weekly cadence with your new hires with a definitive 30 day expectations. I worked for a MSFT partner with 5 practice areas. The onboarding program I designed was 30 days of immersion before they were allowed on the phones. It was drinking from the fire hose reading, reading, reading, and meeting with me twice a day to review. Went from me to 10 and 18 million dollars. If youre a transactional company, maybe you need 10 business days. Teach the product and then the value proposition.
  • #13: This is NOT HR onboarding. That should actually be called Employee Orientation. Begin with the end in mind. Where do you want your new hire to be at the end of week 1, week 2, week 3, etc. Again, sales is about revenue. What happens when your people are onboarded appropriately, all departments have a stake in revenue generation.
  • #14: As a professional, ongoing training is a must. It is for teachers, doctors, lawyers, insurance adjusters, etc. Not saying you have to embrace each and every new fad that comes out b/c sales has always been and always will be about the art of conversation. Training is about staying sharp. If youre an athlete and work out twice a day in high school, then you go to college, get married, have kids, and work 60 hourse a week guess what youre not able to doeverything you did in high school. BUT, if you still worked out at least once a day, over the course of the next 20 years, youd still have some game. Maybe not as fast and sharp, but youd still have game. Keep your sales saw sharp! Helps drive recruitment, retention, and the customer experience. Lets briefly talk about all of those. Recommend a Training Editorial Calendar For example, I create a Sales Training Editorial Calendar and populate it with my team. And share with other departmnents. Do you have training or sales enablement?
  • #15: Its not about you. Awesome you had the idea- how does it help your potential customer? Who could really use what youve come up with and why?
  • #16: Lets shift how we think about things. How people view time. Be able to adapt to that particular style. Whats your style?
  • #18: Manager manages the process and doesnt provide any more value. Leader makes changes for the better.
  • #19: Its not about you. Its about making your team successful. How do you do that? What does a day to day look like?
  • #22: Lets talk about reporting. And before starting your planning process; keep this phrase in mind. Feelings and what we like, dont matter. Data and actual evidence from our customers is the key in making decisions. The data will guide us in allocation of resources and time. Ultimately, keeping our Cost of Sales low while bolstering sales.
  • #26: Heres why this is important: Professionals have probably 9 different coaches. Your reps have you and each other. This is the easiest way to reinforce!!!!
  • #27: Why does that matter? AA-ISP Top Challenges Report & Trends from 2015 On-going Speed Industry & Product Focus Time as an issue: setting aside the time to properly train and focus Gallup - engagement The leader. Yep, I said it, its the leader of the group that can make or break success. Heres why: according to a recent Gallup poll, Managers account for 70% of an employees variance in engagement. Wow. Also according to Gallup, an engaged workforce outperforms its less engaged counterparts by 147% per share. Staggering.
  • #28: If you take nothing away, I encourage you at least start/continue your 1:1s. And heres how. This is the culmination of all these efforts so far. and our example 1:1 <CLICK> Take a look at your coursework, youll see these examples and other dashboard. It all comes together. <CLICK> Activities breed outcomes and data doesnt lie. Alignment is super important here. Training your people to talk the talk and walk the walk is critical. Circle back to the sales playbook session see how it all comes together? Having the data at your fingertips also helps in crafting your business case for money requests for sales tools. More to come on that in the next session.
  • #30: In the handout in Part I.