This document summarizes Dionne Mischler's presentation on transforming an inside sales team. The presentation covers building blocks like goals, mission, effective onboarding and training, sales management, coaching, and reporting. It provides keys to effective onboarding, training, sales management, and setting goals. The document also discusses next steps for onboarding, training, leadership, and reporting and provides resources for attendees.
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The session outline involves three parts:
Part I discusses basic building blocks for sales managers including setting goals, effective onboarding and training, coaching reps, and using reporting dashboards.
Part II will feature talks from two VP's of Sales who implemented new inside sales teams, covering their experiences and lessons learned.
Part III is a workshop where attendees can apply what they've learned to their own organizations, using an annual planning document to develop solutions for their top priorities.
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Our Training programs helps in developing an organization along the right path and stop its human resources from de-growing; by focusing on the development of each employee, round the clock; in a planned manner.
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Technical: Ability to use knowledge, methods, techniques for performance of specific tasks acquired form experience, education and training
Human Skill: Ability and judgement in working with and through people, including an understanding of motivation and an application of effective leadership
Conceptual skill: Ability to get the big picture and how ones role fits into overall scheme of things. This knowledge permits acting to overall objectives of organization rather than only the basis of the goals and needs of ones own immediate group.
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Visit SalesHacker.com for more sales hacks, tips, and tactics.
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Please enjoy the Learning
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Technical: Ability to use knowledge, methods, techniques for performance of specific tasks acquired form experience, education and training
Human Skill: Ability and judgement in working with and through people, including an understanding of motivation and an application of effective leadership
Conceptual skill: Ability to get the big picture and how ones role fits into overall scheme of things. This knowledge permits acting to overall objectives of organization rather than only the basis of the goals and needs of ones own immediate group.
The document discusses business coaching and its potential benefits. It notes that business coaching can help business owners increase profits and gain more free time by focusing on key improvement areas, generating new growth ideas, and increasing accountability. Coaching can also help enhance team performance, adapt to changing needs, and improve motivation. The testimonials provided indicate that business coaching helped increase sales by 250% and bottom line by 120% for one client, and directly impacted profits and secured an important contract for another.
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- Why good managers are critical to your company's success.
- 16 actionable ideas you can use to help your first-time managers today.
- Real-world examples and tips to implement manager development.
Ralph Barsi: Mindset For Success as an SDRTenbound
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-Individual sales productivity hacks.
-Management techniques that streamline sale teams.
-On boarding and training systems that make scaling a smooth operation.
Visit SalesHacker.com for more sales hacks, tips, and tactics.
This is a Sales Training & Coaching Playbook
It has sample synopsis of chapters -diagrams-objectives -quotes and our contact details
Please enjoy the Learning
Thanks
Team Thought Process
Akash
Pinky
Sarswathi
Youve just started a shiny new job. The skys the limit! But how do you turn a job into a successful career? Youre wondering how to get promoted. Here are some tactics I live by.
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3) The Executive Coaches SIG meeting will be held on September 21st at 7pm.
4) The newsletter provides contact information and details on upcoming events, workshops, membership information and resources from the DCF.
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What does it take to create a successful content marketing and social media engine that drives strong business results?
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Who are you trying to impact?
Write down your vision.
How will your content create value for your target audience?
What resource constraints do you have?
What type of content could disrupt customers priorities?
Who do you need to get buy in from for your strategy to work?
What skills do you need to be successful?
Structuring your cross-functional team
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Building processes and workflows (Get work done and scale)
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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?
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
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
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.