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TAG Sales Leadership Presents
Sales force Engagement: How Dynamic
Sales Orgs. Leverage Coaching, Mentoring,
& Gamification to Drive Sales Results
featuring WideAngle, Dell SecureWorks,
Salesforce, Force Marketing & eHire
May 5, 2016
Thank You to Our Sponsors:
Event Program
• Opening Remarks: Kyle Tothill- Board Chair
TAG Sale Leadership Society
• Keynote: Jon Birdsong – CEO WideAngle
• Panel Discussion
–Ryan Radding - Salesforce
–Mary Ford Director - Dell Secureworks
–Eric Mercado - Force Marketing
3 Strategies to Drive Sales
Force Engagement
How smart sales leaders leveraging new
tools and running smart engagement
programs to get the maximum results and
loyalty out of their sales teams.
• Works with 200 companies and over 500
managers on sales force engagement.
• Since June 1st I’ve done 320 discovery calls
listening to managers talk about their team
and company engagement.
• Dedicated my career in this discovery.
• Share best practices I’ve learned from
talking with managers as well as seeing it
first hand.
• CEO of WideAngle formerly Rivalry
Jon Birdsong
CEO, WideAngle
@WideAngleH
An engaged sales force is one in which the team
is absorbed by and enthusiastic about their work,
fully motivated to perform at the highest levels,
and consistently takes positive actions to further
the organization's reputation and interests.
@WideAngleH
What is an engaged Sale Force?
@WideAngleH
Levels of Engagement
Compelled
Committed
Compliant
Existent
Reluctant
Resistant
20%
80%
@WideAngleH
Resistant
Employee has not bought into team goals, he has
his own agenda. The player is selfish.
• Performs inconsistently
• Source of distraction
• Uncoachable
@WideAngleH
Reluctant
Employee is hesitant or afraid to commit to team
goals. Employee does enough when prodded but
cuts corners when he can get away with it.
• Negative voice
• Questions leadership
• Low self-confidence
@WideAngleH
Existent
Team goals have little significance. Employee
participates for other reasons. Employee does
what is asked; no more, no less.
● Shows no leadership
● Rarely contributes opinions or ideas
● Lone wolf
@WideAngleH
Compliant
Team goals are important. Employee will do whatever is
asked to complete the goal and agrees with team goals
and rules. The employee will do no more or no less.
● Shows little or no creativity
● Performs Adequately
● Culturally neutral
@WideAngleH
Committed
Team goals are of high importance and the employee is
willing to do whatever is necessary. The employee puts in
extra time and effort to help the team win.
● Consistently performer
● Actively contributes to the team
● Positive influence
@WideAngleH
Compelled
Team Goals are of the utmost importance. Employee is
totally invested. Employee feels a true sense of mission
and purpose. They seek and enjoy putting in extra time
and effort for the team’s accomplishments.
● Shows leadership
● Consistently outperforms
● Cultural icons
@WideAngleH
Why Do We Want an Engaged Sales Force?
Employee engagement drives individual
performance in an organization.
Employees with engaged employees
outperform those with an average workforce
What is the ROI?
@WideAngleH
Why Do We Want an Engaged Sales Force?
Engaged companies grow profits as much
as 3X faster than average
Highly engaged employees are 87% less
likely to leave the company
2X higher customer loyalty
2X higher productivity
@WideAngleH
Why Do We Want an Engaged Sales Force?
Drive Results!
-Long term, sustainable growth.
-Data Integrity.
-Rep development and mastery.
-Stable, tenured teams.
3 Strategies to Effectively Drive
Sales Force Engagement
@WideAngleH
● Gamification
● Coaching
● Mentorship
Gamification
@WideAngleH
“Drive Desired Behavior Predictably”
Uses positive feedback to build rep motivation beyond results scorecarding
Increases the ability of reps by making seemingly difficult tasks simpler
through practice and team participation
Build status, competition, and reputation through peer to peer accountability
Defined time-periods for game-play, results, winners, resets. Quarterly or
monthly.
“Most attempts at gamification
currently miss the mark.
Successful and sustainable
gamification can convert
customers into fans, work into
fun, or make learning a joy.”
Brian Burke, VP Gartner
Imagine
@WideAngleH
Imagine
@WideAngleH
Define the Scoring System based on 5-7 Key
Metrics to Track
● Activity, not results, based
● Leading indicators of performance
● Weighted according to importance, difficulty,
and frequency (phone call vs. demos vs.
proposals sent)
● Activities that are routinely measured,
discussed and vitally important
@WideAngleH
Gamification -step 1
Build Your Teams
● Goals are individually tracked but team
totaled
● Designate a leader for each team, ideally a
highly compelled rep
● Report, with commentary, on a weekly or
biweekly basis
● Democratize results, real time if possible
@WideAngleH
Gamification -step2
Celebrate success in a meaningful way.
● The prize has to be substantial, and winners
have to be publicly celebrated.
● Leadership is highly visible and a primary
stakeholder
● Set aside time to discuss as an organizations
● Align winners with results, discuss lessons
learned
@WideAngleH
Gamification -step 3
Coaching
@WideAngleH
Coaching is challenging and supporting people in achieving
higher levels of performance while allowing them to bring out
the best in themselves and those around them
Emphasizes the development of individuals and improving their
performance gradually, which is a more practical approach than
telling people what to do, which is met with resistance
Unique one-on-one approach to each sales rep and not a one
size fits all approach
Not about managing results. Manage behaviors and technique
that lead to results.
“Tell me and I forget
Show me and I remember
Involve me, and I learn”
Relationship
@WideAngleH
Set Your Cadence
● Weekly 1-on-1’s with direct manager
● Set company standards and best practices
● Establish a consistent agenda and follow it
● Set time to listen
@WideAngleH
Coaching -step1
Set Your Goals
● Individually tailored, regularly tracked goals
● One constructive feedback item per meeting
● Track goals to career trajectory and next step
@WideAngleH
Coaching -step2
@WideAngleH
Coaching -step3
Watch Your Game Film
● Listen to call recordings for coaching
opportunities
● Focus on behaviors, techniques and activity,
then results
Mentoring
@WideAngleH
“Mentorship is the very
meaningful art of
investing in another
person to help them
reach their potential”
Peter Drucker
“The transferring of perspective.”
Where a more experience, more knowledgeable person
guides a less experienced, less knowledgeable person
More than activities and behaviors, psychological
support, career guidance, role modeling
Long term, strategic, relationship, ideally that lasts a
lifetime
Not direct managers
Generational Relationship
@WideAngleH
Design Your Mentoring Program
● Gather Mentors and Make Connections
• Bring outsiders in OR skip levels.
• Must be coordinated and strategically put
together
• Managers must own this
• Connect participants based on mutual
experience or interests
@WideAngleH
Mentoring -step1
Guide
● Create action plans or templates to create
accountability
● Provide resources and best practices to
enable conversations
● Establish checkpoints where mentorships
report on their progress
@WideAngleH
Mentoring -step2
Measure
● Mentoring programs should be measured
and tracked on multiple levels
● Individual Learning, impact, and outcomes
● Outcomes for the organization and success
compared to set goals
@WideAngleH
Mentoring -step3
Takeaways
@WideAngleH
• 9:31 You Can Start
• Anyone Can Do This
• Not cost prohibitive
@WideAngleH
Takeaways
Jon Birdsong
CEO WideAngle
https://www.linkedin.com/in/birdsong
@JonnyBird
Questions?
Panel Discussion
Panelists
• Ryan Radding, Area Vice President of Sales,
Salesforce
• Mary Ford Director Sales Strategy and
Operations, Dell Secureworks,
• Eric Mercado VP of Business Development,
Force Marketing
• Kyle Tothill- Board Chair TAG Sale
Leadership Society, Partner & Managing
Director, eHire

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2016 5-5 technology association of georgia - tag - sales force engagement (2) (1)

  • 1. #tagthink TAG Sales Leadership Presents Sales force Engagement: How Dynamic Sales Orgs. Leverage Coaching, Mentoring, & Gamification to Drive Sales Results featuring WideAngle, Dell SecureWorks, Salesforce, Force Marketing & eHire May 5, 2016
  • 2. Thank You to Our Sponsors:
  • 3. Event Program • Opening Remarks: Kyle Tothill- Board Chair TAG Sale Leadership Society • Keynote: Jon Birdsong – CEO WideAngle • Panel Discussion –Ryan Radding - Salesforce –Mary Ford Director - Dell Secureworks –Eric Mercado - Force Marketing
  • 4. 3 Strategies to Drive Sales Force Engagement How smart sales leaders leveraging new tools and running smart engagement programs to get the maximum results and loyalty out of their sales teams.
  • 5. • Works with 200 companies and over 500 managers on sales force engagement. • Since June 1st I’ve done 320 discovery calls listening to managers talk about their team and company engagement. • Dedicated my career in this discovery. • Share best practices I’ve learned from talking with managers as well as seeing it first hand. • CEO of WideAngle formerly Rivalry Jon Birdsong CEO, WideAngle @WideAngleH
  • 6. An engaged sales force is one in which the team is absorbed by and enthusiastic about their work, fully motivated to perform at the highest levels, and consistently takes positive actions to further the organization's reputation and interests. @WideAngleH What is an engaged Sale Force?
  • 8. @WideAngleH Resistant Employee has not bought into team goals, he has his own agenda. The player is selfish. • Performs inconsistently • Source of distraction • Uncoachable
  • 9. @WideAngleH Reluctant Employee is hesitant or afraid to commit to team goals. Employee does enough when prodded but cuts corners when he can get away with it. • Negative voice • Questions leadership • Low self-confidence
  • 10. @WideAngleH Existent Team goals have little significance. Employee participates for other reasons. Employee does what is asked; no more, no less. ● Shows no leadership ● Rarely contributes opinions or ideas ● Lone wolf
  • 11. @WideAngleH Compliant Team goals are important. Employee will do whatever is asked to complete the goal and agrees with team goals and rules. The employee will do no more or no less. ● Shows little or no creativity ● Performs Adequately ● Culturally neutral
  • 12. @WideAngleH Committed Team goals are of high importance and the employee is willing to do whatever is necessary. The employee puts in extra time and effort to help the team win. ● Consistently performer ● Actively contributes to the team ● Positive influence
  • 13. @WideAngleH Compelled Team Goals are of the utmost importance. Employee is totally invested. Employee feels a true sense of mission and purpose. They seek and enjoy putting in extra time and effort for the team’s accomplishments. ● Shows leadership ● Consistently outperforms ● Cultural icons
  • 14. @WideAngleH Why Do We Want an Engaged Sales Force? Employee engagement drives individual performance in an organization. Employees with engaged employees outperform those with an average workforce What is the ROI?
  • 15. @WideAngleH Why Do We Want an Engaged Sales Force? Engaged companies grow profits as much as 3X faster than average Highly engaged employees are 87% less likely to leave the company 2X higher customer loyalty 2X higher productivity
  • 16. @WideAngleH Why Do We Want an Engaged Sales Force? Drive Results! -Long term, sustainable growth. -Data Integrity. -Rep development and mastery. -Stable, tenured teams.
  • 17. 3 Strategies to Effectively Drive Sales Force Engagement @WideAngleH ● Gamification ● Coaching ● Mentorship
  • 18. Gamification @WideAngleH “Drive Desired Behavior Predictably” Uses positive feedback to build rep motivation beyond results scorecarding Increases the ability of reps by making seemingly difficult tasks simpler through practice and team participation Build status, competition, and reputation through peer to peer accountability Defined time-periods for game-play, results, winners, resets. Quarterly or monthly. “Most attempts at gamification currently miss the mark. Successful and sustainable gamification can convert customers into fans, work into fun, or make learning a joy.” Brian Burke, VP Gartner
  • 21. Define the Scoring System based on 5-7 Key Metrics to Track ● Activity, not results, based ● Leading indicators of performance ● Weighted according to importance, difficulty, and frequency (phone call vs. demos vs. proposals sent) ● Activities that are routinely measured, discussed and vitally important @WideAngleH Gamification -step 1
  • 22. Build Your Teams ● Goals are individually tracked but team totaled ● Designate a leader for each team, ideally a highly compelled rep ● Report, with commentary, on a weekly or biweekly basis ● Democratize results, real time if possible @WideAngleH Gamification -step2
  • 23. Celebrate success in a meaningful way. ● The prize has to be substantial, and winners have to be publicly celebrated. ● Leadership is highly visible and a primary stakeholder ● Set aside time to discuss as an organizations ● Align winners with results, discuss lessons learned @WideAngleH Gamification -step 3
  • 24. Coaching @WideAngleH Coaching is challenging and supporting people in achieving higher levels of performance while allowing them to bring out the best in themselves and those around them Emphasizes the development of individuals and improving their performance gradually, which is a more practical approach than telling people what to do, which is met with resistance Unique one-on-one approach to each sales rep and not a one size fits all approach Not about managing results. Manage behaviors and technique that lead to results. “Tell me and I forget Show me and I remember Involve me, and I learn”
  • 26. Set Your Cadence ● Weekly 1-on-1’s with direct manager ● Set company standards and best practices ● Establish a consistent agenda and follow it ● Set time to listen @WideAngleH Coaching -step1
  • 27. Set Your Goals ● Individually tailored, regularly tracked goals ● One constructive feedback item per meeting ● Track goals to career trajectory and next step @WideAngleH Coaching -step2
  • 28. @WideAngleH Coaching -step3 Watch Your Game Film ● Listen to call recordings for coaching opportunities ● Focus on behaviors, techniques and activity, then results
  • 29. Mentoring @WideAngleH “Mentorship is the very meaningful art of investing in another person to help them reach their potential” Peter Drucker “The transferring of perspective.” Where a more experience, more knowledgeable person guides a less experienced, less knowledgeable person More than activities and behaviors, psychological support, career guidance, role modeling Long term, strategic, relationship, ideally that lasts a lifetime Not direct managers
  • 31. Design Your Mentoring Program ● Gather Mentors and Make Connections • Bring outsiders in OR skip levels. • Must be coordinated and strategically put together • Managers must own this • Connect participants based on mutual experience or interests @WideAngleH Mentoring -step1
  • 32. Guide ● Create action plans or templates to create accountability ● Provide resources and best practices to enable conversations ● Establish checkpoints where mentorships report on their progress @WideAngleH Mentoring -step2
  • 33. Measure ● Mentoring programs should be measured and tracked on multiple levels ● Individual Learning, impact, and outcomes ● Outcomes for the organization and success compared to set goals @WideAngleH Mentoring -step3
  • 35. • 9:31 You Can Start • Anyone Can Do This • Not cost prohibitive @WideAngleH Takeaways
  • 38. Panelists • Ryan Radding, Area Vice President of Sales, Salesforce • Mary Ford Director Sales Strategy and Operations, Dell Secureworks, • Eric Mercado VP of Business Development, Force Marketing • Kyle Tothill- Board Chair TAG Sale Leadership Society, Partner & Managing Director, eHire