The document outlines an on-boarding process for new sales reps over their first 90 days. In the first week, reps meet with sales enablement, CRM contacts, and their sales manager. They also plan to attend the next available sales boot camp. The boot camp covers the company, sales methodology, products, opportunities, and closing deals. Reps also follow a self-paced 30-60-90 day guide. Ongoing, reps receive mentoring, coaching, and regular training, with the goal of reducing time to full productivity.
4. The Problems
Ramping
Up
Full
Productivity
Stay or Go?
6 months
or
Length of sales
cycle + 3 months
62% leave within
the first 2 years:
http://www.salesl
eadershipcenter.
com/pdf/2011-
2012-Sales-
Effectiveness-
Survey-ppt.pdf
Have you done
anything to keep
your reps? Are
they motivated,
engaged,
encouraged and
growing?
9. Have an on-boarding plan that
answers these questions
1. What’s your goal? For example:
Reduce the "Ramp Time to Full Productivity", which is the
time it takes for a new sales employee to retire quota at a
rate that exceeds 100% of their goal.
10. Have an on-boarding plan that
answers these questions
1. What’s your goal? For example:
Reduce the "Ramp Time to Full Productivity", which is the
time it takes for a new sales employee to retire quota at a
rate that exceeds 100% of their goal.
2. Who will help, write guidance, train/present, mentor and
coach?
11. Have an on-boarding plan that
answers these questions
1. What’s your goal? For example:
Reduce the "Ramp Time to Full Productivity", which is the
time it takes for a new sales employee to retire quota at a
rate that exceeds 100% of their goal.
2. Who will help, write guidance, train/present, mentor and
coach?
3. Are there differences per role, per expertise, per location?
12. Have an on-boarding plan that
answers these questions
1. What’s your goal? For example:
Reduce the "Ramp Time to Full Productivity", which is the
time it takes for a new sales employee to retire quota at a
rate that exceeds 100% of their goal.
2. Who will help, write guidance, train/present, mentor and
coach?
3. Are there differences per role, per expertise, per location?
4. How will guidance and training be delivered? (In Person, On
Demand, In House, 3rd Party)
13. Have an on-boarding plan that
answers these questions
1. What’s your goal? For example:
Reduce the "Ramp Time to Full Productivity", which is the
time it takes for a new sales employee to retire quota at a
rate that exceeds 100% of their goal.
2. Who will help, write guidance, train/present, mentor and
coach?
3. Are there differences per role, per expertise, per location?
4. How will guidance and training be delivered? (In Person, On
Demand, In House, 3rd Party)
5. How will you improve the on-boarding?
14. Have an on-boarding plan that
answers these questions
1. What’s your goal? For example:
Reduce the "Ramp Time to Full Productivity", which is the
time it takes for a new sales employee to retire quota at a
rate that exceeds 100% of their goal.
2. Who will help, write guidance, train/present, mentor and
coach?
3. Are there differences per role, per expertise, per location?
4. How will guidance and training be delivered? (In Person, On
Demand, In House, 3rd Party)
5. How will you improve the on-boarding?
6. How will you measure the impact of on-boarding?
16. Week #1
1. Meet with Sales Enablement to get familiar with the sales process
and first things to know
The Sales Process
Know where to watch videos about products and sales pitches
Get set up with tools like LinkedIn Sales Navigator
2. Meet with whoever teaches your CRM internally:
Show how each of these work: Leads, Accounts/Contacts,
Opportunities, Activities, Campaigns, Reports/Dashboards, Tools, Mass
Emails
3. Meet with your sales manager to understand:
Initial goals, quota and accounts
4. Get set up with a peer sales rep that you can shadow on sales
calls
17. The Next Few Weeks
1. Attend “boot camp”
1. Sales Boot Camp (for AE roles)
2. Sales Development Boot Camp (for SDR/non-closing roles)
3. Tech Sales Boot Camp (for Sales Engineers, Solution
Consultants)
2. Have a plan for your first set of accounts and leads
3. Master the cold call and the initial sales presentation
4. Manage your opportunities (research, social, etc.)
5. Get some customer-time
6. Know where to find the top set of content
7. Continue working through the 30, 60 and 90-day checklists
19. Sales Boot Camp Agenda
1. The big picture of who
we are and how we sell
2. How we sell and who
sells it
3. Our products
4. Working the opportunity
5. Closing
6. After the sale
http://www.slideshare.net/BrianGroth/sales-boot-
camp-agenda-for-new-sales-reps-42735713
26. The on-boarding process
First Week
On-
Boarding
Guide
Boot
Camp
Follow-Up On-Going
Reps meet with:
1.Sales Enablement
2.CRM contact
3.Sales Manager
4.Plan for the next
available Sales
Boot Camp
Self-paced
guide for the first
30, 60 and 90
days:
1.Process &
Methodology
2.Product &
Messaging
3.Tools
4.Industry
The sales
manager owns
driving this
At HQ, covering:
1.Who we are
2.How we sell
3.Our products
4.Working the
opportunity
5.Closing deals
6.After the sale
1.Establish a
plan
2.Get some
customer-time
3.Manage first
opportunities
4.Master
messaging
1. Mentoring
2. Coaching
3. Regular Training
4. Career Paths
Learn about what to do with your new sales reps in the first week to get them motivated, learning and started. Then, how to keep the momentum going in the first few months on the job.
63% of works are disengaged. Research proves execs must change their operating environment given buyer sophistication as they are 63% through the buying process before contacting a rep. Analysis illustrates customer loyalty no longer falls directly on traditional drivers such as product differentiation, brand impact, and perceived value – loyalty increasingly falls on the sales experience. 53% of customer loyalty is driven by a salesperson’s ability to deliver unique insight. Inspiring sales rep performance has never been more crucial
Ideally at HQ to meet senior leadership and key contacts in other teams: Marketing, Partners, IT, HR, etc.
For the geometry nerds out there, this special right triangle offers an instance to use the Pythagorean theorem. I can't remember what that is though.
Process = internal steps (how you move through the deal).
Methodology = Customer Interactions (how you talk, pitch, drive)
Build on what you’ve already started with the boot camp and 30-60-90 day plans