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Sales Manager Life Savers

Managing Remote Sales Team

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Tips for Managing a Remote Sales Team

Sales Management is a tough gig. Virtual sales management is tougher. Like our sales teams struggle to sell “with an arm and leg tied behind their back” with the exclusion of visual cues, difficulty reaching customers/prospects, and having drastically limited selling time, these same challenges (and more) affect managers. Especially newer leaders.

In my first few years of sales management, I relied heavily on the visual cues of how my colleagues managed their teams. I saw huddles happening (“Oh, I should do that.”) I overheard team meetings and coaching sessions (“Wow, I need to give that kind of advice”) and I picked up deal strategy and day management skills.

Until we’re tenured leaders of sales teams, we don’t have our management cadence locked in. The cadence is our management process – the series of meetings, touchpoints, and actions we take in a day, month, and quarter to keep our business on track. In fact, I dare say most sales managers spend their first year or two bouncing between requests, fires, and demands.

It’s natural to be reactive in our high-demand, fast-paced environment. There’s a line at our desk, in our email inbox, and in our assignments from above. Without these, we’d wander a bit aimlessly trying to figure out our jobs as we transition from individual contributor/seller to leader. It’s why so many leaders struggle to give up the deal, the customer base, the live sales calls – we know this world! We RULE this world!

And herein lies the rub. Now that we’re managing virtually, we need a proactive approach. We need to shortcut the learning curve and have a plan – one that includes the challenge of not seeing who’s in their seat, overhearing the calls, and picking up on the team dynamic. Rough.

To speed this process, and alleviate some stress along the way, let me share a few key tips:

1. Establish (and edit) your proactive management cadence immediately. We teach this in “Essential Manager Meetings” (a course in The Sales Bar) and it’s one of our first courses for all new managers. At a minimum, your cadence needs to include:

    • Multiple weekly sales huddles to provide focus, inspiration, energy, and insight
    • Monthly private 1:1 performance meetings with each team member
    • Multiple 1:1 to 3:1 call/skill coaching sessions with each team member monthly
    • Multiple team forecast meetings (frequency depending on sales cycle)
    • Ad-hoc sales strategy meetings helping reps hit goal (deal, lead, account, and/or territory)
    • Monthly team meetings for updates, development, communication, connection

Where do you find the time for all these meetings? By pushing the daily incoming demand to one of these meetings. Rep Slacking you with a “great call update?” Push it to your morning huddle or your next call coaching. Rep forecasting below goal? Schedule an ad-hoc sales strategy meeting to review deals. Getting lots of emails with company questions? Move forward the team meeting and address them together. 

We set the process and then we daily teach our reps to operate within it by delegating, pushing, and scheduling “official” meeting time vs. reacting all day. That makes time management a critical management skill…

2. Own Your Day (another course in The Sales Bar). Especially now that we’re at home, it’s way too easy to work 12 hour days (or the opposite for some). The line at your desk is now your chat. Email is center screen all day. It’s harder than ever to stay proactive and protect our rep-focused parts of the day. We have to schedule it, and then protect it. Our top priorities also get calendar time and we protect them like our most important meetings of the day.

We love the Eisenhower Matrix (everyone’s favorite part of this course) to help managers decide when to fire drill, when to delegate, when to schedule, and when to trash a request. When you’re in charge of your own day, you can help reps be in charge of theirs – so critical for virtual selling. 

3. Call Coaching. When we’re virtual, the tendency is to count heavily on the numbers. If we can’t hear the calls and watch the behavior, we watch what we can – the metrics. This is a mistake. Especially now that your reps are selling a new way, focus on quality over quantity. That means it’s time to get visibility. If you don’t have call recording capabilities, start lobbying for it now. ExecVision, Chorus, and Gong make it easy to be legal and to get the insight you need into rep conversations + the tools to coach them.

READ: The Best Sales Coaching Questions Ever

Scheduled call coaching using recordings or ride-along meetings are critical. It’s going to be tougher than ever to make it happen (hence the first two points), so give this to your reps. When your calendar is up to date, they know when you are free and it’s on them to invite you to 1-2 calls/week.

Sales skill feedback also has some new priorities right now. Field sellers gone virtual will need some help and focus on phone detective skills – working phone systems, making multiple attempts, capturing new contacts, qualifying accounts – honestly some of the basic skills covered for new BDRs. They may not LOVE the idea of getting entry-level phone skills training, but these are tools they need in their belt today – and tomorrow.

Phone sellers now struggle with video. They need your feedback on the basics like backgrounds, lighting, proper attire, and etiquette. We’ve all seen the fails – those are on us as their managers. Check out our course Running a Virtual Sales Meeting in The Sales Bar for basics on virtual meeting agendas, engagement, and online tools use.

The key is that they get the coaching and support regularly and you build it into a regularly scheduled meeting as part of your cadence.

My entire team – including the sales team – has been virtual since inception. Our BDR is new and gets call coaching every Tuesday and Thursday for 45 minutes at 9 a.m. She brings the call recording to support what we coached last time and before it’s over there’s a commitment to what we’re coaching next time. The coaching is done over video so we can see faces and reactions and expressions – this is a personal development moment, and it helps us connect. 

Remember, a connection to the boss is critical for every employee. Call coaching is about helping develop reps skills (not close deals) as much as it is about increasing our team’s engagement with us and with the company – and there is nothing more important for retention. Coaching is bonding 1:1 time and your team needs this attention from you, even more, when we’re virtual.

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time-saving tips

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4 Time-Saving Tips for Sales Managers

I’m writing this blog at 9 am tucked into bed with the flu. I started to write it at 7:15 am, but decided on OJ and an episode of American Housewife instead. 

In the 45 minutes I procrastinated, I received 74 emails. WHAT?!

Please be clear that I counted the new emails, scanned briefly, and then shut Outlook. Why? Because if I didn’t this article wouldn’t get written this morning – probably not even by end of day. And because if someone really needed me there are at least 3 faster ways they can get a hold of me.

Email is the new snail mail. It’s where un-urgent requests, FYIs, and sales pitches belong, and if you aren’t treating it that way you and your organization could be wasting precious time. Yes, you get enough emails to keep you busy 4-6 hours/day, and if you ignore them all the time they will pile up (you make good points my dear sweet email lover). Alternatively, answering other people’s requests is probably not the most important part of your job, is it? 

Our completely normal instinct to deal with something simple that’s in our line of sight is prioritizing other people’s to-do lists over our own. 

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Here are a few best practices and time-saving tips to take back your day:

  1. Get rid of email alerts. Immediately. If we can agree that email is NOT where urgent items live (read: it has an imminent deadline), then quit interrupting your current screen with them. Every time the pop-up happens, a part of your brain goes down the rabbit hole until it finally just can’t resist a quick alt-tab to email to take care of it. It only takes a minute, right? Sure! Until you see the next one and the next one…it’s like trying to eat just one handful of popcorn at the movies. Impossible. If we could resist we wouldn’t be in our inbox right now. Kill the alerts. Be present in your current task instead.
  2. Designate a time for email. There, that may feel better to my GMail addicted friends. 🙂 I do email once a day at the end of the day. True, my assistant cleans it out for me in the morning, so I’m cheating just a little bit. Carve out two hours/day, put it on your calendar, and be strong. It only hurts for a couple of days. You’re not ignoring. You’re prioritizing. You were hired to coach, strategize, lead…not to type.
  3. Set communication expectations with your team. Have a conversation about what you consider urgent and important tasks and requests. Agree on what task/topic requires an instant message, text, phone, call, drop by, or email. Help team members know when you want to be CC’ed and when you don’t (there’s 50 less per day for you) and help them understand that if they email, they can expect a reply in 2-3 business days. If you choose to reprimand them for “bumping their email to the top” and sending you emails about their emails, that one is up to you. It may also be a great time to let them know when you’ll be doing meetings, coaching, and other activities that may not be interrupted with a minor customer issue or system question.
  4. Assess in a week. Getting more done? Finding times where you wonder what you should be doing? Getting more rep coaching done? These are good signs. If you find you’ve chewed off your nails and you’re staying at work late to do all the email, your addiction is more serious and I’m sorry for recommending this cold turkey. Try some of these gentler adjustments instead:
    1. Start the day by cleaning out emails – just book your first meeting within an hour so it doesn’t go long
    2. Try an email cleaner like Unroll.me that will aggregate your junk mail
    3. Consider delegating – if you’re on email alerts, groups, etc. for leads or training, perhaps someone on your team could monitor these and bring hot topics to a team meeting
    4. Eat lunch at your desk once or twice a week and take the extra hour to respond during that time
    5. Find one email/day your can unsubscribe or junk

I cordially invite you to try several of these time-saving tips and join me in the sweet, sweet freedom of being released from email jail. Looking for more ways to get sales management tasks done in less time? This was one of over twenty hacks in our top-rated sales manager course “Own Your Day”, which is now available on-demand at The Sales Bar.

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best sales coaching questions

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The Best Sales Coaching Questions Ever

Learning to be a great sales coach is hard – really hard. It’s the hardest thing we teach new managers who were formally reps. Now, it’s not as hard as climbing Mt. Everest or teaching your grandma how to order presents online, but it’s rough. 

It’s the #1 skill that most new managers struggle with. If you’re a naturally phenomenal coach, congrats (seriously!), but the rest of us are struggling. Why? We don’t often know what defines great sales coaching. So let’s break it down…

The Difference Between Presenting vs. Facilitation vs. Coaching

The lines are often blurred between presenting, training, and sales coaching, especially when we don’t have staff and resources dedicated to each. Why does it matter?

Well, does this sound familiar?

“I’VE TOLD THEM 100 TIMES!!”

We’ve heard it from managers and VPs (and parents 😉 ). It’s rough, folks. If people aren’t retaining what you’re telling them to do, they obviously aren’t going to do it. So we have to back up a few steps and make sure it gets in their brain and sticks.

What is presenting?

We define presenting as…Introducing new information through speech often using slides/visual aids.

Watching a webinar? You’re listening to someone presenting. Sitting in a lecture hall in college? That’s presenting.

Now the downside to presenting is something called The Forgetting Curve. If you’re in sales enablement or training, you’ve likely heard of it. It shows us that by the end of the day, reps have lost 50% of what you taught them. In a week, they’ve lost 90%. So it’s pretty obvious why they aren’t doing what you told them to do – they can’t even remember it!

There are two ways you can beat The Forgetting Curve.

  1. By utilizing great facilitation or training. The better (and more interactive) the training, the more likely the skills will stick. The more often reps actually do something, the more likely they’ll remember it and the more likely you’ll get results. 
  2. Through coaching. All you have to do is tell people what to do and then 1:1, 4x throughout the week, go and coach them on the same skill. You’ve got time to do that, right? 😐 Nope! That’s why good facilitation is the better option.
The Forgetting Curve
What is facilitation?

Folks the name of the game to get people to do what you need them to do, to get results, to get commission checks is: RECALL. They can’t do it if they can’t remember it.

In order to obtain recall, you need to have good facilitation or training. Unfortunately, most facilitation is broken. You can’t just tell someone to do something and expect them to do it perfectly, they need to practice.

Grab a sheet of paper and draw a picture of the Statue of Liberty based on memory. Assuming your side hustle isn’t as an artist, it’s probably going to look like something a child drew. Why? Well, when was the last time you drew something? Drawing is something we did a lot as a kid until other things became more exciting or interesting. We quit practicing, and when we quit practicing, our skills freeze. 

For many of us, teaching is also a skill frozen in time. We think of teaching and we see ourselves sitting in a lecture hall with someone talking at us, telling us what to do. And we know that’s not how people learn.

That’s why we’ve got to redefine teaching and facilitate instead. 

We define facilitation using the acronym CUP. It stands for…

  • C = Connect. If you want people to remember things, apply them, and do what you tell them to do, you have to help them connect with the information (it’s called Adult Learning Theory). It basically says that adults have filing cabinets in their heads. If you tell a kid something new, they’ll accept it as fact. Adults won’t even log it until you help them find the file folder. That means you’re helping them connect with it.
  • U = Use. Great training takes longer because we’re facilitating them actually getting their hands on it. I’ve watched people do systems training where their team is just sitting and watching. Totally hands-off, and totally a waste of time. If we want people to understand, we have to get them to use it.
  • P = Practice. We absolutely, positively have to practice. End of story.

By using the CUP method for facilitation, that’s how we beat The Forgetting Curve. Expect 70-80% recall. Get some buy-in along the way, a little practice and roleplay, synthesis with what they do on the job, and you’re looking at 80-90% recall. Plus, you’ll create new habits.

What is sales coaching?

Everyone does it a little differently, but a lot of people confuse sales coaching with leading, but with a few questions sprinkled in. 

We define sales coaching as… Ongoing development method used by leaders using questions to inspire and deliver personal feedback on skills.

Pay attention to the bolded words. If you’re just giving people advice or there are 25 people in the room, that’s not coaching. When you’ve got a team of reps in the room, what you’re really doing is presenting.

ACTION: Go and CUP check your virtual sales training. If you’ve got a lot of videos and little practice, people aren’t doing what you tell them to do. Leaders, if you do a lot of announcing without any coaching, follow-up, or roleplays, they’re not doing what you tell them to do. And when it’s something critical like learning how to sell and be successful in new hire onboarding, you’ve got to do all 3.

READ: Why You Need a Sales Training and Enablement Budget

The Power of Sales Coaching

If behavior change is critical, start with the 1-2-3 punch. Begin with the presentation, then facilitate, and then coach. Now, coaching alone CAN be powerful (but not how you think…)

Great coaches have 1 thing in common: they motivate people. Motivation is the key to everything. It affects recall (information + caring = recall).

READ: Tips for Enablement Leaders to Increase Sales Coaching Focus

Our job as managers and coaches is to ensure our reps leave our coaching sessions feeling like superheroes. That’s why we teach the 5:1 method – share 5 positives and 1 area for improvement. It’s also the #1 mistake new managers make. Why? We hear the laundry list of things that went wrong on a sales call and can’t help but tell them every single one of them. 

The power of sales coaching is in the questions you ask. Said in another way:

“Leaders who ask more, get more.”

That’s why we coach in questions. It’s called “Instinctive Elaboration”. It’s the secret behind the Factor 8 SWIIFT℠ intro where we’re literally hijacking the brain of the prospect to answer our questions even if they didn’t mean to and it’s why it works to get them talking.

It works like this: how old are you?

Did a number pop in your head? Now it’s halfway out of your mouth. 

The brain stops what it’s doing and starts answering questions whether it wants to or not. 

Here’s more proof: how much do you weigh?

I know you didn’t want to share it, but you thought it, didn’t you? 🙂 

DOWNLOAD: 20 Ways to Increase the Sales Coaching Focus at Work

The Best Sales Coaching Questions Ever (and Why!)

We’ve spent years mastering the art of coaching and have compiled the best sales coaching questions ever (and they’re backed by science).

1. “Tell me about a time you had to do something similar?”

This helps them connect. Unfortunately, not all of us have the time or tech to do the CUP theory. We use a lot of video, but do videos actually teach? We don’t think so (read more about that here.)

2. “Why are you so good at this?”

You can ask this to anybody in any coaching session and something happens in the brain called “Confirmation Bias”. If you ask them a ‘why’ question, they’ll look for the reason that it’s true. This instantly boosts motivation. 

3. “What happens when you knock this out of the park?”

This question builds confidence by creating mental imagery, scientifically known as “Functional Equivalence.” You’ve probably heard it with Olympic athletes where they picture themselves doing their gymnastics routine perfectly in their head and it fires the neurons as if they’re doing it. If you can get your reps to picture success, they’re more likely to achieve it.

There’s also something called the “Pygmalion Effect” which says that if your manager believes in you, you’ll believe in yourself more. Read differently:

“Leaders who expect more, get more.”

4. “What are you most proud of on that call?”

If anybody has reps that beat themselves up a little bit, this question is for you. The brain will search for an answer and find it – guaranteed.

5. “What should we do next?”

This is all about active recall; going in and finding the information in the brain. The other question we ask is “what was the customer thinking?” This is out of our head and our noise and puts ourselves into the shoes of the customer which is what we’re trying to do. It shortens ramp time, folks. Ramp time isn’t about me not knowing it, it’s about me not knowing when to use it. And if we can burn the pathways in the brain to recall the information we need at the right time, that’s how we get people to learn and apply skills faster.

6. “What one thing is most important to work on?” 

You can use this in any coaching interaction anywhere and the science behind it is called “Implementation Intention.” Studies show that if you work on one thing and put a plan in place, it’s 2-3x more effective. 

Coaching your team is more than just sharing information with them—it’s about really changing the way they think and act. By incorporating presenting, facilitating, and coaching, you’ll move from just talking at your team to actually sparking real behavior change.

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Onboarding New BDRs

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5 Sales Manager Tips for Onboarding New BDRs

Great news. You’ve got proof of concept, found your ICP, and gotten some funding. Now it’s time to build out your BDR team.

Bad news. Once you win the war for talent, the real work of sales training begins. Since most SaaS startups aren’t hiring classes of 15 reps and a trainer, you get the task of onboarding one or two at a time. And then again. And again. And again.

Here are some sales manager tips to save your sanity when onboarding new BDRs:

  1. Start a Google Doc now with everything they’ll need to know. Brainstorm in the following categories:
    • Industry acumen
    • Product knowledge – feature, function, benefit
    • Customer knowledge
    • Ideal customer situations
    • Business acumen
    • Competitor acumen
    • System logins and skills
    • Company info – who’s who, relevant background, etc.
    • Company processes, procedures, etc.
    • Customer FAQ
    • Demos
    • Testimonials and case studies
    • Questions to uncover ideal customer situations and challenges
    • Call recordings to hear good, bad, and ugly calls
    • Phone sales skills like leaving good voicemails, intros, uncovering contacts, and delivering value props on the phone
  2. Wherever possible, start hyperlinking to internal and external sites, videos, and resources so reps can self-serve for the info. Why go back and re-find that email 20 times?
  3. Now identify what you can outsource. Trust me, if you try to hire, train, coach, and lead the team you will either explode or mess a few of these up in a serious way.
    • Buy the system training if your vendor offers it or go find free forums and videos to link to. 
    • Sales skills are another area. Your job is to coach them, not teach them from scratch. Outsource the heavy lifting and stick to leading the team and coaching the delivery. The Sales Bar has hundreds of phone sales resources for new BDRs and Managers. They’ll also want some basic LinkedIn skills. I like Vengreso or Frontline. 
    • Find internal experts. Use your CEO, product geeks, and past customers and get them to do a video or recorded webinar to teach key points. Keep them short and on track with some guidelines during your request; these folks typically aren’t natural trainers! And if they do it live, get it recorded, I promise they won’t be available every time. Where you can’t record, set up a lunch or coffee chat vs. a formal presentation. Get your new rep to record it, plus their notes!
  4. Start a schedule and get your document in chronological order with about 6 hours of learning work/day to start. Make the schedule about 2 weeks long and ramp the training time down while call time goes up. So by the end of the second week, they may be doing 1-2 hours of training/day and 6 hours of work. Show that training doesn’t stop and they have some assignments every month! Bonus: show a path to the next level in their career, even if it’s just a footnote. In addition to the learning, your schedule should include:
    • Call shadowing with you or other reps. Bonus: have them score it using your coaching form. Side note: get a coaching form
    • Calls to past customers to hear their stories and happy outcomes
    • Research on their own – e.g. top features of competitors
    • Outbound calling – even if it’s just to capture contacts, qualify accounts, data cleanse, etc.
    • LOTS of time with you where they bring their questions, you talk shop, build a relationship, and make your newbie feel important
  5. Hook them up with a buddy/mentor. Reps who build strong friendships at work are happier and stay longer according to Gallup. With the average lifespan of a BDR under 18 months, it’s worth the effort. Pay for their first lunch and ask them to get together weekly for the rep’s first month. If it doesn’t stick after that, you’ve at least planted some seeds. Bonus: they’ll come to you less often for their questions when they have a buddy.

This approach will help your reps be more independent while saving you at least twenty hours per rep. Each hire can help make the document better and old hires can support the new. 

Make updating the document and improving it part of their work assignment so it stays current and off your to-do list.

May this also help you resist the temptation to hand your new rep a script and wish them good luck on the phone. Millennials are searching for career development and time with their boss at work, and they make their employment decisions based on this. Spend a few bucks, give them some structure, buy them some training, and you’ll see the payoff in their faster success and tenure!

Want some help onboarding new BDRs?

We’ve got your back! Contact us today to learn how you can incorporate sales training into your new BDR onboarding process to speed ramp time and improve retention.


mastering call coaching

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Tips for Mastering Call Coaching

Call coaching is literally THE hardest new skill for sales managers. Yes, it’s a new skill even if you’re not a new manager. Why? Because as a seller – hell, as a HUMAN – our job is to take action to get results. We are “me” focused and “results” focused. Coaching flips this on its head as we’re told to be “rep” focused and skill improvement vs. deal focused. Let’s be clear, you guys…

THAT.

ISN’T.

NATURAL.

And the better you were as a seller, the harder it was as a manager. Great sellers are competitive, a little selfish and needy (c’mon, own that), and ruthlessly devoted to the “W.”

DOWNLOAD: Call Coaching Tips To COACHN Success

In fact, the very best skill coaching (aka call coaching aka just coaching) is NOT focused on the deal. It’s about the rep’s development first and foremost. Focusing on the deal over the rep is where we get in trouble and make common coaching mistakes like, “The Laundry List” and “Be Like Me.” Why? Because we’re impatient to get the win, to save the deal, to bank the commission. Let me summarize in caps, as that makes me feel like I’m really driving the point:

GOOD CALL COACHING IS NOT DEAL COACHING.

If you can enter into the meeting 100% not caring if they win or lose the revenue and only if they feel better about themselves and are excited to improve, then you get it.

You’re also some sort of superhero because that’s basically impossible.

OF COURSE, you care about the “W”. You’re in sales!!

So, herein lies the rub, folks. This is exactly why The Sales Executive Council ranked call coaching as sales managers’ #1 worst skill. Because…

CALL COACHING SIMPLY ISN’T NATURAL.

Over my years in sales leadership and training leadership, I’ve developed a lot of hacks to fix this situation. For example, I only use call recordings of past deals. This prevents my natural sales animal from emerging and ripping the headset off a sweet, well-meaning newbie and taking over the deal (and thereby completely deflating if not scaring my employee).

I also have a GREAT way to take notes during the call to help me vent my frustrations, but still appear supportive and encouraging to an underperformer (admit it, that’s hard).

There’s also a rule of thumb to NEVER break on what to coach, plus:

  • How many things to coach at once
  • How often to coach each rep
  • How to track it so improvement happens
  • How to make time to do more coaching

It’s a complex challenge we face in doing more and better coaching on the job. And going virtual didn’t help. Alas, it’s a worthy pursuit. Frankly, I feel a bit like the Captain Ahab of sales call coaching. I’ve evolved, improved, and added to my training solution pretty much every year for the past ten years. I keep searching for new and improved silver bullets to make the transition easier and faster. And we’re getting there, folks. We’ve created a comprehensive and effective program that changes behaviors and results (contact us if you’re interested in our sales call coaching training).

I would be remiss if I did not mention the call coaching framework we created here at Factor 8: The COACHN℠ Model. It ensures reps and managers have the most efficient and effective coaching sessions possible. Check out the image below (and save it to your desktop!).

COACHN

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best time management tip

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#1 Best Time Management Tip for Sales Managers

I’ve got a quick time management tip for all of you super-busy frontline sales managers.

At 23, in my first sales management job, I was buried by everything my team needed and all the things I didn’t know how to help with. Sound familiar?

Here’s the best time management tip that you can learn that we teach in our quick and easy time management course for sales managers (it’s called Own Your Day)

It’s all about getting out of the reactive mode and into the proactive mode.

READ: 4 Time-Saving Tips for Sales Managers

And here is the most fun and hardest part of what we’re teaching.

You’ve got to learn to say NO. Why?

Because that team of 8 to 15, new, experienced reps that you’re there to lead, serve, motivate, and nurture, will suck you dry.

I’m telling you, it will happen.

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Because we’re all in the business of making money and doing it as fast and as easy as possible.

That makes you the go-to for all their questions.

And my goodness, they’re going to keep asking until you teach them to fish, which takes longer.

So it is a vicious, vicious cycle. 

READ: Top 8 Sales Management Productivity Hacks

One of the most important skills that we teach new managers (who literally hug me afterward) is what to focus on first, second, third, and fourth, what to get rid of, what to delegate, what to do immediately, what to schedule for later, etc.

But here’s the crux of the skill: it’s saying NO to the rep request that’s coming at you right now.

You know the ones—people telling you about the call they just had, the deal they closed, or asking a product question. And all of that hits you before 9 am.

But here’s how to say no without being a jerk:

Scheduled meetings. When you build a sales management cadence, you’re not saying no, you’re saying, “This is so important, let’s talk about it in our scheduled call coaching,” or, “Bring that story to the huddle.” That way, you’re acknowledging their need but pushing it into the cadence.

This is probably the #1 best time management skill you’ll learn to take back your day and stop working before it’s dark (winter excluded 😉). You’re welcome.

Don’t have a cadence yet? Or a way to manage the requests? We’ve got you covered. Join our certification program, Own Your Sales Manager Role.

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increase sales coaching

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Tips for Enablement Leaders to Increase Sales Coaching Focus

This one is for the enablement folks. Truth: I’m an enablement leader in my heart and soul.

I was just talking to an enablement leader friend who was really frustrated that they spent so many months building a robust training program – rolled it out beautifully – and had to hand their baby over to the sales manager to keep those skills alive. Which did not work…

I’m here to tell you why it’s not their fault.

READ: Why You Need a Sales Training and Enablement Budget

I’ve been both an enablement leader and sales manager and can tell you that sales management is the busiest job in the world. We spend the bulk of our day fighting fires and there’s never been a learning emergency.

So if you’re an enablement or training leader and you’d like some tips to get sales managers to coach more often and keep rep skills alive, keep reading.

WATCH: Creating A Coaching Culture

I’ve got 20 tips to help you increase the sales coaching focus at work. Below are my top 3 (get the rest at the bottom of this article).

#1 – Don’t expect them to do more work. As I said previously, sales management is the busiest job in the world. If you want them to coach, you’ve got to fit coaching into their jam-packed schedule. What meetings do sales managers have often? Rep performance 1:1s, pipeline meetings, team meetings, and sales huddles. You’ve got to find ways for your managers to keep rep skills alive during their existing meetings. 

At Factor 8, we’ve built manager toolkits that have activities a sales manager can run during a sales huddle to keep skills alive after training.

#2 – Make it easy. If they need to build a deck, it’s not going to happen. If they need to create a process, it’s not going to happen. If they need to go on a scavenger hunt to find different information for the coaching session, it’s not going to happen. You’ve got to make it fast and easy for managers. 

At Factor 8, we’ve created coaching guides for various rep skills that managers can easily use for skill reinforcement. They combine a cheat sheet of what “good” looks like, which questions to ask during coaching, and a ready-to-use worksheet that coaches both the will and the skill with an easy grading form.

#3 – Most managers don’t know what “coaching” means. Sure, they understand the definition, but they don’t know what it means to actually coach a rep and they definitely don’t know what “good” coaching looks like. That means you get a lot of things like this…

“Hey rep, let’s work on this deal.” You’ve been coached. ✔

“Hey team, what’s the forecast?” You’ve been coached. ✔

“Let me get on this call and help you close it.” You’ve been coached. ✔

Folks, this isn’t coaching. As enablement leaders, we know that.

READ: How to Increase Sales Coaching Frequency

So, in training hundreds of sales managers over the last few years, I’ve learned that it’s a tough skill, it’s not natural for sales managers, and they’re too nervous to do it (though they’ll never admit that last one out loud).

Just put yourself in their shoes. Imagine going to a top player and saying “Let me listen to your call and give you feedback on how to do it better.” Sounds terribly nerve-wracking, right?

That’s why we’ve got to address it and build confidence in their sales coaching, call coaching, and rep skill coaching skills.

If you haven’t taught your managers how to coach to build up their own confidence, it’s probably no surprise that you think they can be doing more coaching.

If you’d like to talk about more specific strategies or a particular issue you’re dealing with in making that connection with sales leadership so they really get behind enablement, I’m here to talk. Email me at LB@factor8.com. 


Want more tips to increase the coaching focus at work?
Download our guide on “20 Ways To Increase Sales Coaching Focus At Work.”

Are you looking for sales training?

Contact us today to request information on our customizable virtual sales training programs
available for reps (and managers).


sales training techniques

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Sales Training Techniques: Telling vs. Teaching

When I first started as a sales manager, I used to think that telling my team was enough.

I knew what to do, so I could tell them what to do.

Job done, right? Not quite.

The problem was I felt like I was telling them over and over again, and yet nothing changed…

“I’VE TOLD THEM 100 TIMES.” (sound familiar?)

Well, it wasn’t until I became an enablement professional that I learned various sales techniques, including that there’s a HUGE difference between telling vs. teaching.

READ: The Best Sales Coaching Questions Ever

At the heart of that is something called Adult Learning Theory, a framework that outlines the most effective ways adults learn, considering their distinct experiences, motivations, and learning preferences (NEIT).

Part of Adult Learning Theory explains that as grown-ups, our brains are organized like file folders.

You can tell a kid something new and they’ll buy it, believe it, and retain it better than an adult.

When you try to get ME to change a behavior or learn something new, you’ve got to relate it to the folders that are already in my brain

READ: Associative Learning: Why It’s the Best Sales Training Technique

The way we do that is by interacting with each other.

You ask me questions, you let me tell stories, and you let me pull files out of my brain and relate them to what you want me to do.

That’s using Adult Learning Theory to get me to retain new information.

Why’s it important? Because great facilitation = great results. 

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sales rep 1:1 meetings

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How to Run Successful Sales Rep 1:1 Meetings

Managers/Leaders: What does it take to run a successful sales rep 1:1 meeting?

Ten bucks say you and your rep have different definitions of “success” here.

As a Rep, we want:

  1. Some solid “atta-boys” – show me the love!
  2. To feel “seen” by management – time and access is a big deal
  3. To gain some insight into the team – department and company 
  4. An understanding of where we stand on the team
  5. Development on how to do even better
  6. Insight into career options and how to get there
  7. A clear understanding of our next goals and how to reach them
  8. To leave feeling important and pumped up to perform

As a Manager, we want:

  1. To be sure our Rep knows where they stand against goal
  2. To be sure our Rep knows how they’ll make their number this month
  3. Clear up any behavioral or skill issues
  4. Be sure they’re cool

Mostly, we need to be done with this meeting and get on with the next one right? Maybe during this time we could also look at the pipeline, the call coaching scores, review company announcements, and check off all vacation requests? Like really, can we just check them completely off the “to-do” list for at LEAST a month?

If I’m reading your mind right now, it’s because these are the questions I get when teaching managers the ropes. Things like…

“Why do I need a separate deal strategy, pipeline, and 1:1?”

“Do these need to be monthly or is quarterly OK?”

“I can do all this in less than 30 minutes, is that OK?”

And the fundamental difference here is that we have 8-15 of these to do a month and our reps have one. We need the team to perform and cause fewer issues, and they need to feel connected to their boss, their team, their career growth, and their company. And you guessed it, their 1:1 time is where it happens.

A recent Forbes article taught us that today’s hiring generations care most about 3 things:

  1. Career development
  2. Skill development
  3. Access to leadership (that’s you, baby!)

Ready for a perspective bomb? Imagine you have kids (if you do, imagine you have easier kids 😉). Yeah, you could probably keep them alive with 60 total minutes/day of feeding, maybe some basic hygiene and transport, but keeping them alive is very different than ensuring their happiness and development as human beings. We’re all trying to spend MORE than a few hours/day with our families right?

I know, your reps are not your children.

Or, are they?

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sales manager meetings

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8 Essential Sales Manager Meetings to Master

At my very first management job, I managed a little retail pop-up at Lindale Mall in Cedar Rapids, Iowa. Funny how that experience was SO cool in my twenties, cringy in my thirties, and now just a sweet memory.

In that job, I learned the hard way how important it is to teach yourself (or your team) what a successful meeting should look like. I learned that if you don’t have a plan, agenda, or at least a list, then what you will have is a train wreck. Your meetings will be too long, too short, too impersonal, or too casual. However, with a little pre-planning and strategy, your sales manager meetings can be both impactful and efficient! 

I will never forget my first “team meeting” at the retail store. I prepared for DAYS and my 45-minute meeting went TWO HOURS long. The patient, part-time adults working there were DYING of boredom. Every new manager has felt this pain, right? (Please, tell me I’m not alone). That experience stayed with me as I left retail and went into the bright shiny world of sales. 

In the sales world, there are so many important sales manager meetings. As a fledgling manager, it was hard for me to understand the nuances of each separate type of meeting. 

So, for all of my newbie sales managers (or future sales managers) I wanted to break down the top 8 essential sales manager meetings you need to master and provide a little insight that I wish I had in my early days. 

1. Sales Huddle
Goal:
  • This meeting should be standing room only. The point is to get in, get pumped, and get out (and on the phones!) This meeting starts the day with focus and gets everyone on the same page. It’s also a good place to set the day’s goal – “Today we’re all going to get 5 touches.” And every once in a while, this is a great opportunity to do a quick skill reminder or overview of a new skill!
How Often:
  • Newbie team – Every day
  • Tenured team – 2-3 per week
How Long:
  • Short – 15 minutes or less
Insider Tip:
  • Keep this meeting interesting, mix it up. Don’t run the meeting every time. This is a great opportunity to give those up-and-coming managers a chance to start practicing their leadership skills.
2. Performance 1:1
Goal:
  • The performance 1:1 meeting should be a private meeting with just you and your rep. You will go through all of their metrics, talk about team ranking, discuss performance, set goals for the next month, and address performance issues (if necessary). 
How Often:
  • Once per month, I recommend doing them the first week of the month.
How Long:
  • 30 – 60 minutes
Insider Tip:
  • Resist the urge to make this a 15-minute meeting, even if they’re hitting all of their numbers and you don’t think you have anything to address. If that’s the case, then use this time to build your relationship. Go beyond the numbers. Most Millennials and Gen Z crave connection to their leaders. This is a perfect chance to do just that!

 

3. Call Coaching
Goal:
  • This meeting is all about skill-building. Coaching is not about performance or discipline. We are discussing and building new skills. If you’re coaching regularly, then you’re not waiting to find something wrong. You’re either encouraging already stellar behavior or getting ahead of those areas of opportunity. This usually works best if you and your rep listen to the recorded call and score separately before your meeting. Then you come together to compare notes. Using this structure not only builds their sales skills; it helps them learn how to self-reflect. This meeting can be 1:1 or you can do a group meeting up to 3:1. Just be careful, in a group meeting it’s important that each rep still receives individual feedback on their call.
How Often:
  • Newer or Underperforming Reps – Once per week
  • Tenured or High-Performing Reps – Once per month
How Long:
  • 15 – 60 minutes
Insider Tips:
  • You don’t have to find something wrong! Coaching sessions are a great time to boost your rep’s confidence by sharing positive feedback on their calls. You can even dive deeper into their strategies and share them with new reps! (Use our COACHN℠ model to help you in your coaching sessions!)
  • Be sure you chart their progress and present a visual representation of it at least twice per year. Seeing a visualization of their progress (or lack thereof) can increase engagement, both in top-performing reps and in reps that might be underperforming.
4. Pipeline 
Goal:
  • This is a full team meeting. We are talking big picture only in pipeline (forecasting, wins and losses, clarifying needs to meet goal, adjusting expectations, and sharing strategies). To keep yourselves on track, stick to the facts – no stories. If a particular deal or client needs to be drilled into more, book a 1:1 or group strategy meeting only for the people who need to be involved. 
How Often:
  • Newbie Team – Once per week
  • Tenured Team – Once per month 
How Long:
  • Varies based on team size
Insider Tip:
  • Individual pipeline meetings kill your day and don’t do anything to motivate your newer or underperforming reps. It’s going to be easier for Rob to tell you 1:1 that he’s not going to hit goal. Announcing this to the whole team will be a bit more intimidating and can provide a little extra motivation. 

 

5. Sales Strategy
Goal:
  • This is where we look at how deals and performance are trending. We also talk about getting deals unstuck, strategizing how to penetrate accounts, etc.
How Often:
  • Newbie & Mid-Level Reps – Monthly 
  • Top Reps – Quarterly or Bi-annually 
How Long:
  • 15 – 60 minutes
Insider Tip:
  • These meetings work really well in a slightly larger group 3:1. If you are struggling with a particular rep, try pulling in your top reps to help with this brainstorming session!
  • It’s important to have your top reps present their book of business to you twice per year, even if they are continuously hitting quota without issue. Give them love!

 

6. Team Meetings
Goal:
  • This is a chance to get everyone on the same page about general items. It could be reviewing training skills, making team or company announcements, discussing customer success stories, answering product questions, or simply doing team-building exercises.
How Often:
  • Newbie Team – Monthly
  • Tenured Team – Quarterly
How Long:
  • 60 – 90 minutes
Insider Tips:
  • Try to frame company policies, product roll-outs, etc. in terms that are going to be important to your specific team. At least one team member is bored 75% of the time… most of the time it’s because they think that the issue doesn’t pertain to their job.
  • Also, this is another meeting you don’t have to run every time. Have an up-and-coming leader? Let them run with one meeting. Have another department you work closely with? Bring in one of their leaders to provide a new perspective. 

 

7. Rep Career Reviews
Goal:
  • Talk about career goals and make a plan on the skills needed to get them there. Career advancement and development are continuously two of the top elements Millennials and Gen Z are looking for from their employer. This is the perfect opportunity to provide them with the feedback they desire!
How Often:
  • Once per quarter
  • Instead of creating an additional meeting, use one of your monthly 1:1s each quarter for this meeting.
How Long:
  • 60 minutes
Insider Tip:
  • Strive for equal talking time during this meeting. The best way to understand where they want to be is by letting them tell you. 
  • If your company has a standardized annual review doc, use that during these meetings. It’s a great tool to help you track progress.

 

8. Team Training
Goal:
  • Different from a team meeting, this is the place where we answer the “how do I…” questions in greater detail. Track your top skill needs, watch for industry trends, survey your team, and then work with your enablement department. This is a great place to bring in a professional sales training provider (ahem, that’s what we do here at Factor 8)
How Long:
  • Depends on the skill being taught. Consult with your trainer and decide together how much time works best for that particular skill.
How Often:
  • Monthly or Quarterly
Insider Tip:
  • Do not do this all alone! If you have to do the hiring, training, coaching, firing, AND the rest of your job, you will never go home. If you have an enablement team, use them. If you don’t perhaps a training partner is the right move for you. 
  • Have the team do pre-work and homework if you can. The more you can get pre and post-engagement, the higher the retention rate for the training will be. 
  • Applaud improvement, any improvement. The goal here is to build a growth mindset within your organization. If you have a performance-based culture that is only celebrating the “winner” of the staff ranking, then that means that some of your team is “losing,” even if they’re hitting their numbers. People stay in jobs where they feel successful and there is more than one measurement for success.

Now, is this a list of all the sales manager meetings you will be a part of? No, but it’s a good place to start if you need to either begin setting up your schedule or if you need to take back control of it. As a manager, sometimes your day can get away from you while you are working hard to help each member of your team. If that’s the case, use this list to find the right meeting to address the question. How would you spend the extra time you’ll get back each day?

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