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Transcript of 9 Sales Training
Sales Management: Shaping Future Sales Leaders
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-1Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.
Training and Developing the Sales Force
Chapter 9
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-2
How Important Is Sales Training?
Trained reps are more knowledgeable about products and services
Understand markets in which they operate and the selling process
Able to better understand customers and deliver better service
Achieve higher sales and incomes Greater job satisfaction because they’re successful
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Sales Force Training
1. Who Needs It??
2. Why do it??
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Sales Force Training
Sales training—the effort an employer puts forth to provide salespeople job-related culture, skills, knowledge and attitudes that should result in improved performance.
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Sales Force Training
Sales culture—the set of key values, ideas, beliefs, attitudes, customs and other capabilities & habits shared or acquired as a sales group member. It defines what is important in an organization and is the combination of attitudes and behaviors to which most members of an organization subscribe.
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Sales Force Training
As product life cycles become shorter and relationships with customers have become more complex, training for sales forces has become increasingly important
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Sales Force Training-Issues
Despite the proven relationship between sales training and sales productivity, studies report that only 30% of firms provide real sales training
Sales Force Training-Issues
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Sales Force Training-Issues
Further studies indicate that at the average company, 9 out of 10 salespeople who have been through training have been disappointed !!
In addition, customers often feel that salespeople who serve them are not very effective
Question: Are sales training programs any good?
Sales Force Training-Issues
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Sales Force Training-Issues
1. Many companies design training programs without thoroughly assessing the training needs
2. Customer needs/evaluations of salespeople are often ignored in program design
3. Management does not reinforce the training
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Sales Force Training-Issues
4. Training used to attempt to solve corporate problems which are actually systemic, strategic, etc.
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-13
The Training Process: 4-Stage Training Cycle
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-14
The Training Process: 4-Stage Training Cycle-(1.) Identify Needs
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-15
Determine Objectives
Assessment of Training Needs at Different Levels
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-16
Identifying Knowledge, Skills, and Abilities (KSAs)
Sources of Training Needs Information
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-17
Determine Who Needs Training
Training needs may vary depending upon rep’s experience level and the needs of the markets
Training needs may be identified from: Quantifiable performance appraisal data Customer satisfaction or CRM data Training needs surveys taken by sales managers and reps
After identifying needs, create training and development plan for reps Plan should include courses rep should take at career
milestones, training from outside vendors, job rotations exposure, etc.
Common Sales Training Topics
1. Product/service knowledge
2. Market/Industry orientation
3. Company orientation
4. Selling skills
5. Time and territory management
6. Legal and ethical issues
7. Technology
8. Specialized topics
What Content Is Needed?
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-19
Topics Commonly Covered
Product Knowledge
Companies that produce technical products spend a greater amount of time on product knowledge
KSA’s?
Product Knowledge
KSA’s = knowledge, skills & abilities Task-related KSA’s: essential elements to sell Growth-related KSA’s: adaptive, creative,
attitude, etc. Meta KSA’s: salesperson’s self-development &
self-management
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-22
Self-Assessment Library
Go to http://www.prenhall.com/sal/ Access code came with your book
Click the following Assessments
II. Working With OthersA. Communication Styles
1. What’s My Face-to-Face Communication Style?
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-23
The Training Process: 4-Stage Training Cycle-(2.) Develop the Program
Content Will Vary Based on Target Group
Programs for new hires
Company orientation
Product and market information
Selling processes
Technology skills
Programs for more experienced reps
Advanced sales skills
Communication and presentation skills
Technology skills
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-24
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-25
On-the-Job Training
Exposes new reps to practices, products, and customers immediately New hire will learn to model the behavior of the more
experienced rep
Refresher courses for more experienced reps cover advanced sales skills How to work with larger or more complicated customers
or advanced products and services
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-26
Integrating Technology
Keys to successful sales technology training include
Ensuring that reps see benefits of technology so they will accept and use it
Thoroughly training reps to use technology both in the field and out
Providing adequate tech support and follow-up training
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-27
Professional Development Activities
Professional speaking/role-playing Account management Team selling Negotiating contracts Category management Other advanced training conducted as part of an
industry-wide seminar Summer institutes or graduate courses offered by
colleges, universities, and professional associations
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-28
Staffing the Training Program: Internal vs. External
Generally, internal trainer will have more credibility Exception: new technology, training offered by
developer
Dedicated sales training team within the firm? Large number of people needing immediate
training? Outside technology partner to facilitate delivery?
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-29
Staffing the Training Program: Time
How frequently is the training needed? Recurring program offered at regular intervals, it may
warrant in-house development
Is the program needed on a regular basis or is it only needed once?
Can it be rolled out gradually or is it needed immediately?
How involved do sales managers need to be?
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-30
Staffing the Training Program: Costs
How does outsourced training compare price-wise to internal training?
If internal, will there be extra costs for researching content or creating materials
Additional staffing costs required?
Travel to training site?
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-31
Selecting Delivery Method
Web/ConferenceCalls
Presenter delivers info remotely to trainees’ individual computers
On-Demand(Self-Paced)
Access similar information online when and where needed
Instructor-Led Face-to-face training
Webcast /Webinar
One-way flow of communication Two-way flow of communication including feedback
Podcasting Delivering info to rep’s iPod™ or similar device
“Wikis” Web sites individual reps can put up on short notice
and post to
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-32
Frequency of Training Methods Used
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-33
Role-Playing and Avatars
Role-playing exercises Requires rep to present information to a “client” (usually a
sales trainer or another sales trainee) Overcome sales challenges in real time
Avatars: computer representations of humans Provides consistent experience
with a coach who does not tire Available any time of the day
or night Can be used to train reps
individually or in groups Can be repeated until mastery
is achieved
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-34
The Training Process: 4-Stage Training Cycle-(3.) Deliver Training
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-35
Scheduling the Training
Location Travel, lodging costs Lost selling time
Psychological “readiness” of the trainees Timing of the training in the sales cycle Time to complete pretraining assignments
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-36
Facilitate Learning Transfer
Training and field conditions similar1
Provide opportunities to practice2
Variety of situations to apply new material3
Identify important features of the task4
Opportunity to practice in the field5
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-37
The Training Process: 4-Stage Training Cycle-(4.) Assess Training
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-38
Assessing the Results
WOW!..only 28% of sales trainers have a definitive method for measuring the value of their sales training
Reaction
Learning
Behaviors
Results
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-39
Learning
Measuring the amount of information participants mastered during the program
Doesn’t necessarily reflect if material can be applied productively back in the field
Reaction
Trainee feedback, training staff comments, supervisory feedback
Most frequently used method Don’t show if anything was really learned and
applied
Value to Individual
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-40
Value to Organization
Behaviors
Identifies to what degree trainees applied training principles and techniques to their jobs (learning transfer)
Research shows this level of evaluation has only a few shortcomings and is particularly useful
Results
Whether or not an organization achieved objectives it sought by conducting training
More sales, fewer complaints, higher svc rating? Difficult to tell if results are because of training or
other factors Utility analysis: looking at economic impact the
training had by examining cost-benefit trade-offs of training program
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-41
Completing the Sales Training Cycle
Compare training results with initial objectives Objectives met, program is considered a success
Often program will go forward with only minor modifications and updates
Objectives not met Majority did not systematically set specific objectives for
their training programs Without objectives to guide development of training,
properly implementing and evaluating will be difficult
Award-Winning Sales Training Programs
Companies that have received awards for their training programs share several characteristics: Include a front-end analysis of the performance, skills,
and knowledge gaps of a firm’s employees using both internal and external metrics, such as customer satisfaction
Conduct analyses, surveys, and interviews of clients, customers, internal business leaders, and employees to identify the learning needs and desired outcomes at the corporate, business-unit, and individual levels
Link a corporation’s strategic objectives to the individual objectives of its employees
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-42
Award-Winning Sales Training Programs (continued)
Incorporate learning objectives in employee performance evaluations and promotional decisions
Use career management systems to align the competencies of the firm’s employees with its functions, track the degree of employee learning, support performance reviews, and enhance productivity
Hold managers accountable for complying with the individual development plans of their employees
Use corporate universities to provide a variety of learning models in creative and dedicated learning environments
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-43
Best Practices for Sales Trainers
Needs Assessment Is the training tied to the organization’s mission and vision? Can you understand the true nature of the problem/issue at hand, and
what is needed to correct the problem? Is training the appropriate solution, or can the problem be corrected by
other solutions, such as changing the firm’s procedures, developing job aids, or modifying jobs?
Have you determined the learning objectives that will result in the desired changes?
Have you identified the knowledge and skills that will produce the desired new behaviors?
Can you determine the cost/budget constraints and develop suggested solutions within these constraints?
Can you identify the learning styles and needs of participants and incorporate them into the program’s design?
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-44
Best Practices for Sales Trainers (continued)
Content Development
Does the program incorporate adult learning principles into all aspects of the training?
Does the content emphasize the essentials, not every possible detail?
Does the program provide participants with the materials they need without overwhelming them?
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-45
Best Practices for Sales Trainers (continued)
Technological Proficiency
Is the instructor up to date in the use of most current technology? Is the instructor able to utilize the technology that best fits the
learning situation, rather than using technology for the sake of appearances?
Can the instructor bring the course material “alive” via an effective presentation regardless of the technology used?
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-46
Best Practices for Sales Trainers (continued)
Personal Professional Development
Does the instructor have an interest in participants’ personal growth and learning?
Evaluation
Does the instructor seek feedback to improve the program? Does the program include an evaluation process to capture
information on the training’s effectiveness, learning retention by participants, and the use of learning related to the firm’s day-to-day business practices?
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-47
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-48
Sales Manager’s Workshop: Promedia
You are district sales mgr for Promedia One major responsibility is to make sure all reps are trained and able to
sell complete portfolio of software
Your boss emails concern about lack of field support for Financial Project Tracking software
Reps fired up about software at first, received training Newsletter for about 3 months, nothing for 18 months
Harder to sell than anticipated Complexity, high cost, competition
Reps would appreciate additional training, but they don’t want the training program – they want to know how to overcome specific issues related to selling the product
Conduct opportunity analysis to identify where in the sales cycle reps need extra training
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Training: Examples
“Don’t Wing It !” (14:20)
Sales Management: Shaping Future Sales Leaders
Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.9-50Copyright © 2009 Pearson Education, Inc. Publishing as Prentice Hall.
Training and Developing the Sales Force
Chapter 9