Onboarding

New Sales Hire Onboarding

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8 Components of a World-Class New Sales Hire Onboarding Program

Been thinking that revenue targets would be easier to crush if your new hires would ramp up to speed more quickly? You’re spot-on, my friend.

WATCH: Onboarding Sales Reps: 10 Hacks To Improve Training + Ramp Time

Best-in-class onboarding (or new hire training) programs go well beyond the standard “Welcome to the company” orientation and dive into actual job training. But most programs stop after introducing reps to their new systems and products. This leaves reps on their own to figure out things like:

  • What do I do first?
  • How do I get people to call me back?
  • What do I say if they ask me X?

The result? Long ramp times, while they use experience to supplement what they could have been taught.

There will always be a ramp period. Our goal is to shorten it. Awesome new hire programs have been proven to cut new hire ramp-to-target in half (Training Magazine).

What is the right ramp time? Sorry for this, but it depends – on the talent you’re hiring, your training program, and the complexity of your offering and sales cycle. But here are a few basic benchmarks:

  • Top business development (BDR, SDR) programs ramp reps before three months.
  • Account managers between three and six months.
  • If your deals aren’t over $200K, your sales cycle is over 6 months, and it’s taking your reps 6+ months to hit quota, your program probably needs some help.

I’ve been building and benchmarking new hire programs for the past fifteen years, and there are very few who don’t need help. Why?

Most onboarding programs need help because trainers don’t get sales, and sellers don’t usually get training – it’s a sandbox thing.

A great program is a killer combination of both worlds. Incidentally, a great program can also shrink your rep attrition. Keep them longer, ramp them faster = this is worth your investment, sales leaders!

READ: How to Hire and Retain Top Sales Reps and Managers

Here are eight signs of a world-class rep onboarding program (that you should steal immediately!)

1. Training is a process, not an event. 

Think of it as “Just-in-time training.” 100% classroom time is 1-2 weeks and then decreases gradually to once a month.

For example, a new hire is in full-time training for 2 weeks, but by week 4 they’re in class 2 hours a day, and in week six 1 hour a day. By week 8 it’s one hour a week and by month three (and for the rest of their tenure!) they’re in training once a month.

This makes it critical to focus their first two weeks only on what they’ll need in month one on the phone. Why? They’ll have no idea what they don’t know yet. That means you’ll graduate a team of super-confident sellers who can’t wait to get on the phones. Perfect. 

2. Use call recordings. 

This is my favorite tip. My theory on ramp time is that it will always be present because it isn’t the “what to do/say” that takes a long time to get. It’s the “when do I do it/say it” that takes experience to really nail. So shorten that by letting reps listen to call recordings. Nope, the recordings don’t have to be their own, and they shouldn’t all be great calls. Just typical. It’s like reviewing game tapes before the big game – breaking down what the other team (customer) is doing and when they should have used the right play (skill). 

3. Includes 6 critical components 

All six critical components of the program are included and mixed together:

1. Systems & Tools – CRM, Intranet, Lead Management, AI, etc.
2. Product/Service – be sure it’s “how to sell it” and not “the full history of it”
3. Sales – how to sell our products over the phone (not generic sales 101 field training!)
4. Process – how leads and orders get processed + rep and customers’ top 10 questions
5. Acumen – business acumen, industry acumen, and customer acumen – critical!
6. Manager integration – nope, lunch on day one isn’t enough. Get them more involved.

4. GET ON THE PHONES! (ASAP). 

If you can create an exercise where reps are calling current, potential, or even past customers by day two, do it! They can qualify leads, gather success stories, call cold leads – whatever! The right hires are itching to start calling, and the wrong hires will show reluctance and wash out. You’re welcome.

READ: Tips for Virtually Onboarding New Sales Reps

5. Less than 30% is e-learning. 

Sorry large organizations, I know it’s so tempting! But classroom-based training (in-person or virtual) is still the most effective for a reason: You can’t practice selling with a computer! Also, how engaging is your new hire’s experience when they’re clicking forward 200 times a day? Painful.

6. Rigor. 

In my experience, a good 25% of every new hire class should not graduate training (yes, please be sure you’re hiring in groups, not “onesie-twosie”). When you really trust your training department, you’ll count on them to de-facto manage reps during training and coach them out the door if they won’t make it. Start, stop, and break times should be like real life on the floor, and weekly tests let them know how they’re doing.

7. Training mimics the floor. 

Quick hit ways to do this:

a. You have a systems sandbox for training (a monthly updated mirror image of all systems)
b. Phones and systems in the classroom for better role plays
c. Dummy accounts or even real (low scoring) accounts for practice
d. Call coaching or quality forms approved by sales leadership used for role plays/testing
e. Scenario-based testing (because when is a real client going to say, “A. send me a quote…B. schedule a call back…”?)

8. Don’t let HR teach reps how to sell. 

There’s a difference between regular company training and sales training. Aberdeen recently reported that 85% of best-in-class sales teams use a professional sales curriculum or trainer. What is good sales training? (read more about that here)

Overwhelmed? Here are a few easy ways to start:

  • Get to know your training ASAP. Pick your best sales leader and charge them with shortening ramp. Attend training, learn about good training, and partner and assist your trainer with the curriculum.
  • Get the reports. Sales numbers won’t show you class-by-class ramp times unless you specifically build them. Believe me, it’s worth it.
  • Close the loop. Are you reporting the top three skill gaps on the floor to training on a monthly or quarterly basis? Do you have the call coaching and rep meeting cadence in place to provide this?
  • Get some help. Spend the money to bring in a professional sales training leader, someone to fix your program or a great sales training curriculum. When reps ramp faster and stay longer, you’ll wish you budgeted for this three years ago!

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sales rep onboarding

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8 Sales Rep Onboarding Best Practices

By now you’ve heard that the sales rep onboarding experience is a major factor in how they ramp to quota and ultimately affects how they feel about your company.  

There are about 3 million moving parts in an onboarding program since it happens across so many departments, mostly outside of sales. Because of this, it’s easy to lose our way during onboarding. One of the most important hindrances is the lack of investment — both in effort and money — in onboarding.

Insidesales.com did a study that found organizations spend an average of 3x more on rep tools than on rep development, with the average rep having between 5-10 tools. Similarly, Training Magazine found that organizations spend on average 25x more on recruiting than development. 

Moreover, Training Magazine tells us that a good onboarding program can cut ramp time and attrition by 50%. If we focus more time on crafting an onboarding program that will help retain the reps we recruit, we save time, money, and energy down the line.

So let’s do this! Here are 8 best practices you can dive into fixing right now.

Integrate These 8 Best Practices Into Your Sales Rep Onboarding

  1. “Just-in-time” training
  2. Leverage sales (not HR) professionals
  3. Balance software and traditional training methods
  4. Continue onboarding long after the rep is “ready”
  5. Adopt the six critical components of a training program 
  6. Use ample multimedia resources
  7. Create a formal, but flexible, rep training program 
  8. Set realistic, data-based expectations 

Let’s dive a little deeper into why and how to integrate these tips into your onboarding.

1. “Just-in-time” Training

When building an onboarding program, it’s tempting to start by listing all the things “Johnny” may ever need to know and start from the top. Instead, try slicing off only what Johnny needs to know in month one.

It can be tempting to dive deep into company waters with things like histories, organizational charts, and other detailed and specific areas. It’s more effective to shift this information to the backburner for the time being and focus only on what the new rep needs in the first month to be successful. After all, how often does a customer quiz your rep on key events in the company’s founding?

Onboarding training should mirror what a rep’s day-to-day activities will look like once training is finished during the first month on the job (and only that first month).  This ensures reps don’t feel like a fish out of water when the time comes to execute the tactics taught in training.

Why stop at month one? Because we want our reps to come out of onboarding feeling confident! We want them ready to pound the phones and execute what they learned! If we start introducing them to all the sales process complexities, advanced products, and deep conversations, then we run the risk of scaring or overwhelming them.  

This is a time when “you don’t know what you don’t know” is a good thing. If your reps will likely spend that first month talking to existing happy customers or cold calling and leaving a lot of voicemails, stop training there. Bring them back later for the rest. 

2. Leverage Sales (Not HR) Professionals 

Aberdeen reported that 85% of the sales teams considered “best-in-class” use professional sales trainers or curriculum. But the majority of us outsource our onboarding to HR.

This absolutely does not mean that your sales managers should be the trainers. It means that as a sales leader, you have sales managers and a sales training manager reporting to you (or at least attending your meetings). It could also mean that you have a sales manager who acts as a liaison to training.  

But what it definitely means is that you and your sales team all know what is being taught, agree with the how, and are thrilled with what reps can do when they graduate from the onboarding training.

Some companies shy away from investing in an expert for new hires due to the high turnover rate. But, by investing in good sales training and following best practices, companies can reduce new hire turnover rate and save money in the long run.

3.  Balance Online and Classroom Training 

What we use to teach reps is another balancing act between digital learning and resources and traditional training methods. 

Best practice? Use technology for about 30% of your overall curriculum. Much more and we’re missing the opportunity to engage new reps and ensure their first month is lonely and, let’s face it: boring. 

Online learning is easiest to leverage for one of the following areas:

  1. Rote knowledge that isn’t likely to change. This includes policies, laws, company history, and unchanging products.
  2. Already-created, third-party curriculum. Commonly this is from technology vendors like Salesforce or basic Microsoft how-to assets
  3. Trusted adviser curriculum. If you’re working with social, sales, or marketing experts already and have adopted their methodologies, ask about online resources to onboard new reps. 

Leverage your training department’s learning management system with whatever you’re doing. You’ll want to track what reps have and haven’t done and add a layer of accountability with reporting and testing.

4. Don’t Let It End! Continue Training Even After Onboarding

Rep development should be ongoing. Don’t ever fall into the trap of “They’re trained! My job here is done.” That’s akin to the NFL putting players in preseason camp and then stopping practice when the regular season begins.  

Development is an ongoing sport.  

At Factor 8, we’re huge champions of sending new reps to the phones early and often. But that is with the assumption that they’ll come back to the classroom to address the gaps they find while out on the harsh streets of your sales floor. It’s also assuming that managers are closely keeping track of rep progress and development needs.

How do you facilitate this?

Try to organize the curriculum into three levels:

  1. Level 1 maps to onboarding – the foundational/month 1 skills.  
  2. Level 2 is “just in time” after reps master level 1 and get 6-12 months under their belt. They’re ramped to quota, and it’s time for ongoing development to keep growing and do the whole job well.  
  3. Level 3 maps to the mastery of the job in years 2 to 3 — more advanced skills to help them be superstars.   

Between each level we add exercises, activities, assignments, and refreshers to keep the skills top of mind, show new ways to try certain tactics, and help managers engage reps in 1:1 and team skill development. The Sales Bar helps us make all of this accessible on-demand so teams can learn what they want to when they want to while still keeping track. We also drip new content monthly and use leaderboards to keep things fresh and different so users want to log back in.  

Use this as an example of the microlearning and ongoing development young reps crave. Millennials expect a certain percentage of learning to be in the classroom and online, and they expect opportunities to develop themselves long after onboarding.  

Offering blended learning, leveled learning, and ongoing learning checks all those boxes.

5. Adopt the 6 Critical Components of a Sales Training Program

If you’re just starting to build your program or you’re going in to assess yours, start by evaluating what’s being trained. It’s easy to go deep into systems and products, but those are just two of the six components of well-rounded onboarding training:

  1. Systems and tools — Your CRM, intranet, engagement tool, dialer, etc. 
  2. Product and service — What you’re selling. Tip: Focus on “how to sell it” versus a full rundown of product history, speeds, and feeds. This harkens back to best practice #1 and maintaining training relevancy. If your product people are teaching this, chances are your reps don’t need half of it and are using this time to snooze.
  3. Sales — Even if you hire for experience, reps need to be taught how to sell your services to your customers in your industry over the phone.  Haven’t met a new hire yet who doesn’t.
  4. Process — Think of how your leads and orders get processed internally and who a rep goes to for the top customer questions. In other words, how do you get stuff done at your company?
  5. Acumen — Sorry folks, they’re not coming out of school with business acumen and certainly not industry and customer acumen. This is a big gap, and filling it will drastically shorten ramp time.  
  6. Manager integration — this is where tip #5 really comes to life, both during and after onboarding. Reps need to see their leaders often, and training needs input and oversight.

6. Utilize Ample Multimedia Resources

No two reps are identical when it comes to learning style. Make sure you’re meeting every new hire where they’re at by using a mix of helpful resources. 

This includes but is not limited to:

Mixing up these methods not only appeals to reps with different learning styles but also helps keep training exciting and fresh. Who wants to sit and listen to someone else make calls all day and slap a “training” label on it? 

7. Create a Formal, but Flexible Rep Training Program

If you’re not putting all new hires through the same rep onboarding process, how can you ever tell if what you’re doing is working?

As we said: Different reps have different learning styles, so it is important to remain flexible to an extent. Just make sure you have some core pillars of onboarding training in place so all new hires are experiencing the same process.

This helps you measure KPIs and tweak your processes if weak spots surface.

8. Set Realistic, Data-Based Expectations for Your New Reps

How many times have your managers set sky-high call quotas for new reps? How many times have they failed to reach it? But, most importantly, how many times has this been documented?

The only thing more frustrating (for both rep and manager) than someone consistently underperforming on quotas, is for there to be nothing in place to fix it moving forward.

Make sure when you’re setting expectations and KPIs for new hire reps that they are based on data. Once you have a fleshed-out onboarding process, it will be easier than ever to keep track of this information.

Find a Tool That Works for Your Onboarding Needs

What if we told you there’s a tool that complements in-person sales training, allows managers to monitor new hire learning during onboarding, and offers a wide variety of inside sales resources?

It’s not magic — it’s The Sales Bar. Fill out the form below to learn more.

Want more information on our sales rep onboarding programs?

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


Improving Sales Team Hiring & Retention [Webinar Recording]

Improving Sales Team Hiring & Retention

[Webinar Recording]

THE #1 REASON WHY SALESPEOPLE QUIT IS…

Ted Martin, Chief Revenue Office of Factor 8, gives logistics sales leaders advice on how to better retain their sales reps/brokers. He breaks down what reps say is the #1 reason why they would leave their current company and what leaders THINK would cause their employees to leave based on survey results from the Factor 8 Sales Team Retention Survey. Ted also explains how to better improve retention by incorporating ongoing training and development.

This recording is from FreightWaves’ Sales + Marketing Summit.

Watch the video replay!

THE #1 REASON WHY SALESPEOPLE QUIT IS…

Ted Martin, Chief Revenue Office of Factor 8, gives logistics sales leaders advice on how to better retain their sales reps/brokers. He breaks down what reps say is the #1 reason why they would leave their current company and what leaders THINK would cause their employees to leave based on survey results from the Factor 8 Sales Team Retention Survey. Ted also explains how to better improve retention by incorporating ongoing training and development.

This recording is from FreightWaves’ Sales + Marketing Summit.

Watch the video replay!

10 Actionable Tips for Creating Your Sales Team Development Plan + Budget [“Sales Shot” Workshop]

10 Actionable Tips for Creating Your Sales Team Development Plan + Budget

[“Sales Shot” Workshop]

HOW TO BUILD YOUR SALES TEAM DEVELOPMENT PLAN + BUDGET

Smart leaders know that ongoing training and development is the #1 way to keep employees happy and engaged. It’s also the top thing that Millennials and Gen Z seek when job hunting. With attrition at an all-time high and the talent pool shrinking, companies need to shift their focus to retention strategies.

Watch our 30-minute, tip-rich session to learn everything you need to know when creating your sales team development plan. We’re covering the mistakes to avoid, how to budget for sales training, tips on executing development with low bandwidth, and much more!

Bonus: You\’ll also gain access to our Sales Training Budget Cheat Sheet!

Watch the video replay!

HOW TO BUILD YOUR SALES TEAM DEVELOPMENT PLAN + BUDGET

Smart leaders know that ongoing training and development is the #1 way to keep employees happy and engaged. It’s also the top thing that Millennials and Gen Z seek when job hunting. With attrition at an all-time high and the talent pool shrinking, companies need to shift their focus to retention strategies.

Watch our 30-minute, tip-rich session to learn everything you need to know when creating your sales team development plan. We’re covering the mistakes to avoid, how to budget for sales training, tips on executing development with low bandwidth, and much more!

Bonus: You\’ll also gain access to our Sales Training Budget Cheat Sheet!

Watch the video replay!

New Sales Rep Onboarding

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7 Hacks to Improve New Sales Rep Onboarding

When was the last time you learned something new as a sales leader? If you’re struggling to find an answer, that’s a problem. 

In fact, the problem is with our entire system of onboarding. Too many organizations see learning as an event, not a career-long process. So once the onboarding phase is complete, training stops, and sales reps are expected to figure things out on their own. 

But ask yourself this: how many salespeople know how to do their job perfectly and meet quotas consistently after a three-month training period?

Don’t worry. I’ll wait. 

Of course, that expectation is silly. Maybe that’s why 62% of companies consider themselves ineffective at onboarding new sales hires. 

No one—and I’m including myself—masters their job so quickly. We become proficient at sales, management, coaching, and leadership a little bit every day. Then one day, we wake up, and suddenly we’ve arrived!!! (That is until it’s time to upskill again.) 

So if you’re relying on a single onboarding phase to create perfectly competent reps, you’re missing the point. The goal of onboarding should be not competence, but confidence—which will motivate them to keep learning over their whole career. 

Not only that but with salesperson turnover at 1.7X higher than other fields, building confidence and empowering your reps to continually improve is a powerful tool to aid in retention. 

So how do you do onboarding the right way? Here are seven hacks that we’ve learned over our years of experience. 

1. Focus on confidence, not competence

I alluded to this already, but too many sales onboarding initiatives start out with the wrong goal. When you try to get reps to a certain competence level within 60-90 days, they just end up drinking from the fire hose, and very little of that knowledge sticks. 

So instead of the unrealistic goal of hitting quota within 90 days, make sales confidence your primary onboarding goal. Train the reps in a smaller number of high-impact topics, then send them out feeling like they’re ready to tackle the world.

THEN set up future training for them to continually upskill over the next months and years. If your reps are already confident, they’ll be anxious to improve themselves and will drink it all in!

2. Cover six primary competencies

Here are the six main competencies where you’ll have the most impact: 

  • Product. Not the history (no one cares—except maybe your investors). But how do you sell it? What problems does it solve? Emphasize benefits, not features. 
  • Systems. What resources do you have in place to support your reps? How do they access them? Where can they go with questions?
  • Process. What are the top five questions a rep will get from customers, and how should they address them? 
  • Acumen. Reps need to know certain basic industry and business terminology to sell in their territory. What do they need to know to be effective on day one?
  • Sales. You may think you’ve bought experience, but in today’s market, you can’t count on that. What basic sales competencies do reps need to have a solid grasp of? 
  • People. Who are the reps going to be working with on a day-to-day basis? Don’t just toss them over the wall—help them get to know their team. 
3. Cut off the talking head

No one learns anything from a talking head (and those that do probably aren’t in sales). Salespeople learn by doing. So don’t just talk at them—get them engaged in the material and using it. 

This is why it’s important to not only train your reps but also your managers. Managers are responsible for building a development culture in your organization. Your managers need to be trained on how to coach so they can help reps better develop their skills.

4. Hire reps in groups

If you want your salespeople to work as a team, hire them as a team. Training reps in groups is a great way to encourage more engagement with the material—and especially offline side discussions. Getting an entire cohort on board with the same material will only help everyone row in the same direction when they get onto the sales floor (or “virtual” sales floor). 

5. Work with third-party professional trainers

According to Aberdeen, 45% of best-in-class sales organizations use third-party sales trainers. With good reason—if you’ve hired a cohort of 20-25 reps, a single sales manager just doesn’t have the bandwidth to coach and train them all, especially in a virtual world. 

Professional sales trainers, on the other hand, will be able to get down in the mud with the reps, spending focused time on getting them up to speed and building their confidence. Remember: it’s important during onboarding to not only get the rep to process new information but encode it into their brains and bodies so they put it into practice. 

(Psst! If you’re searching for inside sales training vendors, check out what you should be looking for here.)

6. Leverage the Voice of the Customer

Your reps are going to be working with customers eventually. So why not incorporate the Voice of the Customer into your training? One great tip is to have a library of pre-recorded, model sales calls that you can pull up and walk through new hires with. These calls should demonstrate top objections and (most importantly) how reps should respond to them. 

7. Build a nest

If your goal is to build rep confidence, then it’s a good idea to have a safe place for them to go. (No, salespeople aren’t all tough as nails—we have a human side too!) Pairing reps with a designated nesting manager—usually a high-performing rep looking to move into management—can help them build confidence and skills. Keep in mind that a nesting manager is someone who’s purely developmental in focus. They’re not pulled in to save deals. They’re just about coaching people. 

Final thoughts on improving training + ramp time

Never underestimate the importance of a strong onboarding program. You never get a second chance to make a first impression. If you want reps to have a solid, lasting relationship with your company, then onboarding is the perfect chance to start that relationship on the right foot. 

And don’t be afraid to put some effort into it. Because if you do, you’ll definitely reap rewards down the road. 

Ready to improve new sales rep onboarding?

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


hiring salespeople

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How to Hire and Retain Top Sales Reps and Managers

Help! I’m hiring salespeople, but where do I find them? Well, probably not in the stack of resumes from your recruiting department. Or maybe you already know that and hence the Google search bringing you here. Great sales talent is near impossible to find these days and will continue to be difficult in the coming years thanks to shifting employment rates, aging demographics, and increases in sales hiring. Your ideal candidate profile with a few years of experience in your industry and a college degree isn’t coming to you. So, what do you do?

Here are a few creative strategies and tactics to consider when hiring salespeople:

Get Ready to Win

It’s a seller’s market, not an employer’s market so every candidate you do happen to find will be comparing you to other potential offers. You are competing with other companies, so make sure now that your…

  1. Website reflects a great culture
  2. Glassdoor reviews are positive
  3. Employees and customers have posted good things
  4. Website reflects diversity (they won’t apply if they don’t see it)
  5. Your process moves 2x faster than it used to. If it takes you 4 weeks to hire, they’ll accept elsewhere
  6. Social presence is engaging, recent, and active
  7. Pay and benefits are at, or above, market rate
  8. Company social causes exist and are enticing
  9. Job descriptions aren’t wish lists. Keep them short to fill the funnel (key for females)
  10. Career growth and development opportunities are plentiful

More than ever, employees are shopping employers and the new generations care less about pay and more about career growth, development opportunities, and social causes. Ask yourself: How would they look to their followers if they joined your company? Will their friends think they went back to the dark ages? Or will they have FOMO because the company is totally GOAT?

(If you don’t know what either of these terms mean, it’s OK, I had to look up one of them too. But maybe get a 20-something in recruiting to do the social checks for you 😉)

Get More Candidates

OK, got this all delegated and you’re ready to win the battle? Now it’s time to fill the pipeline. Like any smart sales leader, you know better than to have just one source. Here are some great actions to try this year:

  1. Repurpose a sales headcount to shop LinkedIn for passive candidates
  2. Start a program at local colleges BEFORE they graduate or go to career fairs
  3. Partner with sales colleges to volunteer to speak or judge role plays
  4. Grant a massive bonus for referrals
  5. Comp (or measure) managers for finding their own talent
  6. Go talk to employees in service, marketing, product, delivery who might try sales
  7. Try community college or tech school career fairs (is a 4-year degree totally necessary?)
  8. Use social networks to post (e.g. is there a local mom’s group?)
  9. Try advertising a contest, scholarship, or other promotion for sellers/leaders and use it as a marketing funnel (it’s a lead list! Call it!)
  10. Find your favorite person each week (Restaurant server? Your kid’s teacher?) and recruit

If these seem like desperate measures, then I’ve hit the mark. This is not a time for passive recruiting. Anyone great at selling who isn’t employed already is probably not your hire.

Improve Your Selection

Got folks in the funnel but need help choosing a better fit?

Listen, I made some HORRIBLE hiring decisions my first year in every new position. Bet you have too. It’s critical to remember that your hiring process needs to be a documented and rigorous pipeline just like your sales funnel. Here are a few questions to help:

  1. Is the screening aligned to the job (e.g. phone screens for phone sales?)
  2. Do you have defined gates to pass to the next stage?
  3. Are you involving multiple decision-makers?
  4. Are you looking for experience and skill? Or behavior and aptitude (pick the latter)?
  5. Who’s doing the heaviest lifting and how can you put less on your managers?
  6. Do candidates have a great idea of what to expect? Could a job shadow help?
  7. Are your managers aligned on the definition of a good candidate?
  8. Can managers hire their own teams (trust me, don’t do it for them)
  9. Do your screening tools help you increase the pool vs. decrease (your resume screener or profile tool may be weeding out today’s definition of good)
  10. Have you trained managers on how to interview?

I know, overwhelming – especially with your rag-tag group of new and tenured managers (just guessing). I got your back on this one with our new Sales Bar eLearning course, “Hire Like a Rockstar”, that will help your entire team define good, create a rubric of criteria, and align interview questions + scoring to make consistently better hires. You’re welcome. 🙂

SALES TEAM RETENTION [INFOGRAPHIC]
Keep the Talent You Find

Finally, we can’t address keeping your sales team afloat if there’s a hole in the boat. The best way to staff your team is to keep the ones you have. Remember, you make your number every month on the backs of your B players. Work like hell to keep your A, B, and C players coming to work and grow. Here’s what’s most important in this fight:

  1. Monthly sales training opportunities. That’s right, several hours a month is table stakes, and a pass to LinkedIn learning isn’t impressive anymore
  2. Monthly call coaching. Yes, monthly. Make sure your managers are trained on how to do call coaching well and are doing it consistently
  3. A documented career path with clarity on how and when they’ll move up
  4. Opportunities to move up within 18 months (average lifespan of a new rep)
  5. Access to leaders. Manager meetings, skip levels, feeling close to executives
  6. Company social causes. Volunteering together or a pet charity with hands-on opportunities
  7. Work/life balance. Kids these days (did I just type that?) are uber-focused on having a full life, less stress, and chances to be with family and friends
  8. Basic tech stack. They’re used to a great CRM, engagement tool, call recording, data sources, and more. If you’re using Excel spreadsheets, you’d better rock the rest of this list
  9. A mission to believe in. Listen, even if you sell floor wax, be sure every employee knows how they’re helping change the world
  10. A mentor and/or buddy. Having a great friend and/or confidant at work is a leading indicator of employee engagement.

They have choices, and as soon as they choose you, someone else is recruiting them.

Need to train newly hired sales reps or managers?

We’ve got your back! Contact us today to learn about our customizable virtual sales training programs
available for reps and managers.


Onboarding Sales Reps: 10 Hacks to Improve Training + Ramp Time [“Sales Shot” Workshop]

Onboarding Sales Reps: 10 Hacks to Improve Training + Ramp Time

[“Sales Shot” Workshop]

CREATE A BEST-IN-CLASS SALES REP ONBOARDING PROGRAM

Sales Leaders, Enablement, Ops, and Training Leaders take note! Your new hire program is critical right now. It’s hard enough to find these folks, let’s ensure they stick — and perform! What if your training could take less time? What if they came out closer to quota? What if it was so good you could hire more diverse talent? It’s all possible with a best-in-class sales onboarding program!

During this fun and informative session, you’ll learn:

  • Why managers should NOT own onboarding/training (and who should)
  • Top 6 components your onboarding program must include
  • Tips to speed ramp time (especially in a virtual environment)
  • Why you need ongoing learning vs. event-based training 

This session is recommended for: Training Managers, Sales Directors, Enablement Directors, Sales Operations Leaders, Recruiting Leaders, New Hire Trainers, Onboarding Specialists, VP Enablement, VP Sales, VP Operations, and Sales Managers.

Watch the video replay!

CREATE A BEST-IN-CLASS SALES REP ONBOARDING PROGRAM

Sales Leaders, Enablement, Ops, and Training Leaders take note! Your new hire program is critical right now. It’s hard enough to find these folks, let’s ensure they stick — and perform! What if your training could take less time? What if they came out closer to quota? What if it was so good you could hire more diverse talent? It’s all possible with a best-in-class sales onboarding program!

During this fun and informative session, you’ll learn:

  • Why managers should NOT own onboarding/training (and who should)
  • Top 6 components your onboarding program must include
  • Tips to speed ramp time (especially in a virtual environment)
  • Why you need ongoing learning vs. event-based training 

This session is recommended for: Training Managers, Sales Directors, Enablement Directors, Sales Operations Leaders, Recruiting Leaders, New Hire Trainers, Onboarding Specialists, VP Enablement, VP Sales, VP Operations, and Sales Managers.

Watch the video replay!

Tips for Virtually Onboard New Sales Reps-01

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Tips for Virtually Onboarding New Sales Reps

In July, our Executive Open Bar topic was Remote Training Best Practices. This was a high-demand topic for obvious reasons with so many workforces now at home.

If you’re new to the “Open Bar,” this is a Leader-only sharing forum where friends of Factor 8 talk about what’s working, what’s not, and share challenges and best practices. 

*Sorry you missed the discussion. Watch our webinar on virtual training best practices to learn what great virtual sales training looks like. 

During this session, I got to put on the expert vs. facilitator hat on as most of our participants were Sales Leaders and not one on the call had a learning department helping with remote learning.

Say What!?

It’s a sad truth, but one we hear a lot. Sales Leaders are doubling as Enablement Leaders and their Sales Managers as Trainers. So let’s start here:

If you have more than 25 people onboard, it’s time to start investing in an internal enablement department. And if you have 25 salespeople, you’ll need a dedicated sales trainer or coordinator and a budget of at least $1500 / rep per year. 

Sales Leaders need new hire and ongoing learning for their sales reps and their sales managers. Their jobs are too busy to hire, train, coach, and manage these teams.

OK, now that I’ve gotten that out of the way, here are some tips we shared to help these busy folks:

1. Make New Hire Onboarding as Self-Paced as Possible. 

A very common mistake is for leaders to assume we own 100% of the learning. We try to download everything a newbie needs in multiple video sessions and drive ourselves crazy with post-it note reminders of stuff to add between meetings. Here’s the deal: you’re working too hard and they won’t retain it. 

Instead, try making a list of what a newbie needs to know and turn it into a research assignment. Have them use the website, intranet sites, knowledge centers, teammates, etc. to fill in your blanks and bring you questions for the rest. In fact, could their assignment be to create a presentation of this relevant information you could use next time? (See point 3) 

Now your video hour together can be an interesting story you share, Q&A and you quizzing them on what they learned.

Expert tip: beware of boiling the ocean. Do they need to know the whole history of your product set or the three key differentiators?

2. Capture for Posterity.

Another common mistake is “Groundhog’s Day” with newbies. If you’re hiring one or two employees every few weeks or months, you may feel like you’re starting over every time. Once you’ve made your new hire assignment like above, capture a blank page as a Google doc or save it to a new hire drive so you’re set for next time. Take ten minutes now to write out instructions to go with each assignment – even save them in order like day 1, day 2, etc. Your future self will thank you.

3. Use Free Bandwidth.

Because most people retain more information by DOING vs. reading or listening to you explain something, take advantage of their bandwidth. After researching relevant company history, what if they create a five-slide PPT and present it to the rest of the newbies (and save it in Drive for the next hires). Rather than just researching your top five products, perhaps they could make a video introducing them to the market. Each assignment is a better-fit learning activity AND a future resource.

4. Make Freebies Better.

There are lots of free guru videos, live streams, webinars, etc., out there. Yeah, you’ll have to listen to some product pitches along the way, but we’re looking for free training, right? So here’s how you make what’s out there better:

  1. If you attended and liked it, download / upload the video replay to your new hire training folder.
  2. Make a list of gurus you align to. There are lots of self-proclaimed experts out there, and helping your peeps align with your culture can be as simple as telling them a few folks to follow (and who to avoid).
  3. Surround the free events with pre and post-meetings. You can’t expect folks to attend a live webinar and then leave with changed behaviors or habits. In fact, your team will think it’s all optional unless you work with them afterward on what to apply, how to apply it, actual examples, and some role plays. Make it even better by setting expectations before the session and coaching on the key skills afterward.
5. Outsource What You Can.

Of COURSE, they love you, their fearless leader… but you’ll do well to mix it up. What internal experts can you leverage to teach topics? And what can be instantly outsourced to expert vendors?

Hint: There are five major areas where reps need training. Only two and a half are eligible for outsourcing:

  1. Product. What are your products and services, when and why do customers need them, how are you different from the competition? Use product leaders, marketing folks, other reps, case studies, testimonials, customer training videos, and customer success…
  2. Process. Think, “How a bill becomes a law.” What do reps need to know about getting orders processed, customers served, their timecards approved… you know, it’s how to get S#$* done at your company. Use operations leaders, support departments, other reps, the intranet, and the super-tenured folks who’ve been around forever.
  3. Systems. Don’t assume reps know how to use your tech stack. The average rep uses over 7 tools, do yourself a favor and buy the training from your vendor vs. teaching reps every step yourself. You’ll thank yourself later when you don’t have every person using the system in different ways. Best practice is when you have a professional training team that is utilizing a practice or sandbox system and incorporating timed system drills (e.g. end of day one, look up these customers in under five minutes, and end of day five we’re adding customers in under 2 minutes…)
  4. Acumen. Customer, business, industry. The big 3 used to be assumed when we hired a college degree. No such luck anymore. Your reps need to understand your industry, your customers’ industries, trends, terminology, acronyms, and basic business. Want them to talk ROI with the CEO… got to teach it first. Try using videos using your own internal experts. Some vendors can help here as well (Factor 8 teaches basic business acumen and has developed custom industry acumen courses for clients to use for all posterity.)
  5. Sales. I know, you hired for sales experience. Haven’t met a rep yet who can walk in ready to execute your sales process with your customers and your industry… have you? Even tenured reps need updates, brush-ups, reminders, best practices and help translating their sales experience to your situation. For example, did they ever sell virtually? Were they prospecting or managing existing accounts? A BDR skill set is vastly different from an AE and Account Manager skill set (check out how our certifications target different skills and outcomes). This is one you can outsource. I know a great company 😉 

If you found this blog helpful and you HAVE or ARE the training department, watch our session on what good virtual sales training. The world has progressed FAR beyond the video and narrated PowerPoint, aim higher with us and let’s help eLearning suck no more.

virtual sales challenges

Tips for Successful Sales Rep Onboarding

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Tips for Successful Sales Rep Onboarding

When I was in corporate America leading training organizations, my “white whale” was onboarding. I built programs, I improved programs, I chased the ever-elusive perfect new hire training experience. Pretty dorky, I guess. But MAN what a challenge.

I measured success by ramp time. Even that requires a special report of rep success by hiring cohorts (go ask for this now, it takes a while to build). And like the old game show “Name that Tune,” I challenged myself to get each group to quota in slightly fewer weeks.

I found great success, usually to the tune of about 50-100% decrease in unproductive time – or twice as fast to quota. I did it for an outsourced IBM hardware program hiring hundreds/year, for international launches of virtual SAP teams selling software, and even for small groups of reps selling waste management services (yes, I can tell you a lot about dumpsters now).

There are many keys to success – it’s a complex animal, isn’t it? Here are a few of my favorites:

  1. Institute rigor. Most trainers and reps approach new hire training as a break time. Reps get lazy and trainers “fill time.” Instead, think of the final 2-3-week step of the job interview. I’m talking daily tests, on-time starts, and class stack-rankings. It fosters an achievement culture.
  2. Self-guidance speeds learning over hand-holding. When onboarding a remote team, the go-to move is hours of Zoom calls with experts spewing data (sadly, this is called “teaching.”). Instead, put your newbies in charge of finding information, drawing conclusions, and completing tasks. You can use recordings of past “training” + your intranet and website to complete a quiz that invites decisions or conclusions and mirrors what the customer may ask. For example, after listening to your product person give the history of your solution set, they answer questions about product features of the most recent product and how it’s different from your competitor’s solution.
  3. Include all key areas. Most programs go heavy on systems and products. But that is a fraction of the picture. Reps and Managers need knowledge and skills in:
    1. Business, industry, & customer acumen: this gives us conversation confidence
    2. Sales skills. Even if you hired for experience, they’ll need to flex new muscles with your services in your industry in your sales motion (e.g. the online demo, virtual selling vs. face-to-face presentations) This is the easiest to outsource.
    3. Process. Remember Schoolhouse Rock? How a Bill Becomes a Law? Reps and especially managers need to know how a prospect becomes a renewal – the steps and departments and people involved in the business of your business.
    4. Product. Make this better by teaching them how to SELL it, not it’s full history.
    5. Systems. Make this better with scavenger hunts and timed drills. Can they talk and order entry and multi-task at once? It’s a key success factor.
  4. Just in time training. Resist the temptation to deliver training for the whole job upfront. They’ll only retain about 10% of what they don’t apply immediately. And frankly, you’ll scare them more than you’ll help them. Focus onboarding on what they need their first month on the job. Drill it to build confidence and let them loose. They’ll come back for the rest. Confidence is the name of the game for new reps, so let them graduate not knowing what they don’t know.
  5. Synthesis. Now that you know the five categories, mix them up and drive scenarios where they use them together. The key is to mimic the job. Have them use the CRM to look up customer data, in a sales role-play where the customer is talking about a product. You know, a typical call. Bonus: have them play along while listening to real recorded calls. Tip: if you’re assigning a single-thread task, re-think how to add a layer or how to add an assignment and/or rigor to it. Don’t just attend a session, write a report, create a video, answer ten questions. You get it.
  6. Application. Remember, the goal isn’t a perfect quiz score, the goal should be a well-executed call. What we know and what we can do under pressure are different. Consider using a call coaching or QA form as your final test and have their manager play the customer and give them their grade.
  7. Voice of the customer is key. Use recorded calls, case studies, even joint interviews of customers to get a feel for your ICP and why they chose you. Recorded calls are my favorite. Play the pause game where you listen to a sales call and pause every 5-10 seconds. Ask, “What is the customer thinking” and “What would you do next?” It’s the best way to get reps into the mind of the customer – making them better sellers.
  8. Keep managers at about 20%. Here’s a double-edged sword. YES, we want managers involved in new hire training but they SHOULD. NOT. OWN. IT. Your managers are the busiest people in your company and by putting new hire onboarding on their plate, you’re asking that the rest of their team receive no more coaching. Managers should do a daily check-in, a few role-play tests, and expectation-setting meetings. Hire a trainer or a coach to manage the rest. Training is a professional skill and done right will triple the retention of your trainees.

BONUS: Get on the phones as soon as possible! Find the low-probability deals, the lost accounts, or data-cleansing lead projects to get reps outbounding and talking to prospects ASAP. They’ll learn more from their mistakes, they’ll find their fail points and fears and be able to address them.

Is training part of your sales rep onboarding plan? It should be!

Download our Overview Brochure to learn more about our virtual and inside sales training programs for both sales reps and sales managers.


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