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>> February 26, 2009
                                                                  >> www.avilar.com
                                                                  >> 410-290-0008

      Sales Force Tune-Up:
      Building Sales in a Down
      Economy
      Improve Sales Performance with Competency
      Models

      So, we’re in what economists call “The Great
      Disruption” and you’re trying to figure out how to
      improve your sales training programs so they’ll
      produce more measureable results. Bottom line:
      Your sales force needs to deliver new sales,
      quickly. If they don’t, training budgets will be
      decreased or cut all together. The answer: It’s not
      simply a new training course; it’s a new training
      approach.

      Organizations need to know what skills their sales
      people possess, what skills they lack and to what
      degree. By taking the time to catalog these skills,
      identify which ones are most critical to success,
      and deliver more highly focused training,
      organizations can make dramatic performance                 Different Types of Sales
      improvements in weeks, not months.                          Competency Model Skills to
      The first step to improving your under-achievers’           Consider
      results is to identify the most critical skills that        Defining Key Workforce Skills
      seem to be producing sales for your top-
      performers. A few examples might be product
      knowledge, relationship building, communication,            Professional Skills
      and project management. Consider the most                   Sales professionals need skills that include
      obvious skills but don’t forget secondary skills like       greater resilience and resourcefulness, as
      organization and punctuality which can also play a          well as improved inquiry and influence
      big role in a sales person’s ability to generate            skills.
      revenue.

      Next, define these skills in as much detail as              Leadership Skills
      possible since everyone will have their own ideas
                                                                  Sales leaders need to become greater
      of what each skill means (several sample skills
      and definitions appear later in this paper as a             coaches and situational leaders, and need
      reference). Once you’ve defined these skills,               to help their sales force create and execute
      develop several assessment questions that will              their development plans.
      assess each person’s level of proficiency for each
      skill. It is typical to use a 5-point rating scale with 1
      meaning little or no proficiency and 5 meaning              Occupational Skills
      complete proficiency. Self-assessments are a                Sales professionals need to be up-to-date
      good way to get a general sense of someone’s                with product knowledge and have an
      skill proficiency. You may also decide to have that         increased awareness of how to go about
      sales person’s manager complete assessments                 crafting creative solutions as their
      on their team members, and weight the results to            customers’ needs change with the
      come up with a final proficiency level. In most
                                                                  economy.
      cases, the more assessments done on a single
      individual and combined for an average rating, the

      (continued on reverse)
>> www.avilar.com
                                                                     >> 410-290-0008
Improve Sales Performance with Competency
Models continued...                                                   Additional Competency Model Applications

better that rating will describe the employee’s                              •   Succession Planning
actual proficiency level, as long as the peers                               •   Targeted Training
completing the assessments work relatively                                   •   Total Quality Management
closely with the employee.                                                   •   Certifications
                                                                             •   Staffing
Now that you’ve identified the critical sales skills,                        •   Career Development
defined what they mean, and developed                                        •   Project Team Building
assessment questions, you’re ready to evaluate                               •   Reorganization
the sales force against your sales competency
model to determine the skills that your weaker
sales people are lacking. Once identified, provide
the training that is needed to those in need. Many
organizations are surprised by the results of                        Sales Competency Model
these exercises and find that they have been                         Excerpt
spending money year after year on training
initiatives that don’t address the largest skill                     Skill Set: Sales Skills
gaps.
                                                                     Competency: Sales Management
With this type of system in place, you can assess
the skills, analyze the results, and act upon the
deficiencies. That may mean cutting redundant                        Skill                Sales Closing & Agreements
training and adopting new programs. It may
mean shifting additional focus on a few select                       Definition           Evaluates when and how to
employees. It may mean creating new internal                                              ask for the sale. Identifies
policy training content to help speed up the on                                           common buyer anxieties and
boarding process for all new sales hires. What-                                           techniques for addressing
ever the decisions may be, you can now clearly                                            them. Identifies when and how
identify why you’re making them, how critical the                                         to develop special deals and
needs are, and after-the-fact, whether you                                                non-standard sales
received an acceptable return on your training                                            agreements.
investment.

The idea of developing skill profiles based on                       Skill                Tunes-in to Customer
specific job roles is central to the core
methodology of Competency Management. More                           Definition           Observes customer to pick up
specifically, a competency model defines the                                              verbal and non-verbal signs to
specific skills that an employee needs to be                                              indicate interest. Asks
successful at their job role. It is Avilar’s strong                                       questions to confirm
belief that by implementing a competency                                                  assumptions about customer
management program and using it as the founda-                                            reaction. Listens and responds
tion for all employee development and training                                            to real meaning in customer
activities, organizations can optimize the                                                questions and comments.
performance of their workforce while maximizing
the return on their training investment.


ABOUT AVILAR, INC.

Avilar, Inc., The Competency Company™, is a leader in web-based competency management and learning solutions for
corporations and government organizations. With its Smart, Strategic and Proactive™ solutions, Avilar offers a competency-based
approach to workforce development. Formed in 1997, Avilar was a pioneer with its award-winning WebMentor LMS. In 2006 it
continues to be a leading innovator with WebMentor Skills™, its web-based competency management solution. As recipient of the
“Excellence in E-Learning for Customer Satisfaction” award from Brandon Hall and E-Learning Magazine, and Avilar’s ranking as
a top “Price-to-Value” provider by Training Magazine, Avilar has built itself on the basis of superior customer service and highly
adaptable product design. In addition, Avilar consultants are recognized as industry thought leaders and have decades of
experience in implementation and analysis. Visit www.Avilar.com for more information.

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Sales Force Tune Up

  • 1. >> February 26, 2009 >> www.avilar.com >> 410-290-0008 Sales Force Tune-Up: Building Sales in a Down Economy Improve Sales Performance with Competency Models So, we’re in what economists call “The Great Disruption” and you’re trying to figure out how to improve your sales training programs so they’ll produce more measureable results. Bottom line: Your sales force needs to deliver new sales, quickly. If they don’t, training budgets will be decreased or cut all together. The answer: It’s not simply a new training course; it’s a new training approach. Organizations need to know what skills their sales people possess, what skills they lack and to what degree. By taking the time to catalog these skills, identify which ones are most critical to success, and deliver more highly focused training, organizations can make dramatic performance Different Types of Sales improvements in weeks, not months. Competency Model Skills to The first step to improving your under-achievers’ Consider results is to identify the most critical skills that Defining Key Workforce Skills seem to be producing sales for your top- performers. A few examples might be product knowledge, relationship building, communication, Professional Skills and project management. Consider the most Sales professionals need skills that include obvious skills but don’t forget secondary skills like greater resilience and resourcefulness, as organization and punctuality which can also play a well as improved inquiry and influence big role in a sales person’s ability to generate skills. revenue. Next, define these skills in as much detail as Leadership Skills possible since everyone will have their own ideas Sales leaders need to become greater of what each skill means (several sample skills and definitions appear later in this paper as a coaches and situational leaders, and need reference). Once you’ve defined these skills, to help their sales force create and execute develop several assessment questions that will their development plans. assess each person’s level of proficiency for each skill. It is typical to use a 5-point rating scale with 1 meaning little or no proficiency and 5 meaning Occupational Skills complete proficiency. Self-assessments are a Sales professionals need to be up-to-date good way to get a general sense of someone’s with product knowledge and have an skill proficiency. You may also decide to have that increased awareness of how to go about sales person’s manager complete assessments crafting creative solutions as their on their team members, and weight the results to customers’ needs change with the come up with a final proficiency level. In most economy. cases, the more assessments done on a single individual and combined for an average rating, the (continued on reverse)
  • 2. >> www.avilar.com >> 410-290-0008 Improve Sales Performance with Competency Models continued... Additional Competency Model Applications better that rating will describe the employee’s • Succession Planning actual proficiency level, as long as the peers • Targeted Training completing the assessments work relatively • Total Quality Management closely with the employee. • Certifications • Staffing Now that you’ve identified the critical sales skills, • Career Development defined what they mean, and developed • Project Team Building assessment questions, you’re ready to evaluate • Reorganization the sales force against your sales competency model to determine the skills that your weaker sales people are lacking. Once identified, provide the training that is needed to those in need. Many organizations are surprised by the results of Sales Competency Model these exercises and find that they have been Excerpt spending money year after year on training initiatives that don’t address the largest skill Skill Set: Sales Skills gaps. Competency: Sales Management With this type of system in place, you can assess the skills, analyze the results, and act upon the deficiencies. That may mean cutting redundant Skill Sales Closing & Agreements training and adopting new programs. It may mean shifting additional focus on a few select Definition Evaluates when and how to employees. It may mean creating new internal ask for the sale. Identifies policy training content to help speed up the on common buyer anxieties and boarding process for all new sales hires. What- techniques for addressing ever the decisions may be, you can now clearly them. Identifies when and how identify why you’re making them, how critical the to develop special deals and needs are, and after-the-fact, whether you non-standard sales received an acceptable return on your training agreements. investment. The idea of developing skill profiles based on Skill Tunes-in to Customer specific job roles is central to the core methodology of Competency Management. More Definition Observes customer to pick up specifically, a competency model defines the verbal and non-verbal signs to specific skills that an employee needs to be indicate interest. Asks successful at their job role. It is Avilar’s strong questions to confirm belief that by implementing a competency assumptions about customer management program and using it as the founda- reaction. Listens and responds tion for all employee development and training to real meaning in customer activities, organizations can optimize the questions and comments. performance of their workforce while maximizing the return on their training investment. ABOUT AVILAR, INC. Avilar, Inc., The Competency Company™, is a leader in web-based competency management and learning solutions for corporations and government organizations. With its Smart, Strategic and Proactive™ solutions, Avilar offers a competency-based approach to workforce development. Formed in 1997, Avilar was a pioneer with its award-winning WebMentor LMS. In 2006 it continues to be a leading innovator with WebMentor Skills™, its web-based competency management solution. As recipient of the “Excellence in E-Learning for Customer Satisfaction” award from Brandon Hall and E-Learning Magazine, and Avilar’s ranking as a top “Price-to-Value” provider by Training Magazine, Avilar has built itself on the basis of superior customer service and highly adaptable product design. In addition, Avilar consultants are recognized as industry thought leaders and have decades of experience in implementation and analysis. Visit www.Avilar.com for more information.