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HAPPY NEW YEAR. NOW WHAT ARE YOU GOING TO DO ABOUT SALES?

1
UPHS
UHS, Inc.
• 20 years experience Johns Hopkins
Montefiore
• 500 engagements
• 11 National Awards Mercy Health System
Lehigh Valley Hospital
• Stellar Clients
ProCure
Take Care
Houghton International
Merck & Co.
Partial Clients
Novartis
AstraZeneca
Sanofi Aventis
Volvo
Dave Goodman
dgood@softassist.com Terumo
CR Bard
610.265.8484 Ext14
Federal Reserve Bank

The World Bank/IFC
World Trade Organization
Mercedes Benz
Provident Bank
Commerce bank
CEI
CHOP
ESRI Institute
The Institutes
Procter & Gamble
AmerisourceBergen
Reckitt
TriZetto
BlueCross BlueShield
CareFirst
Aramark
Mack Trucks - Renault
2
YOU HAVE ANOTHER CHANCE TO START FRESH.
YOU ARE COMMITTED TO DOING A BETTER JOB
AT TRAINING YOUR SALES STAFF.
MORE IMPORTANTLY, YOU ARE COMMITTED
TO MAKING YOUR NUMBERS.

3
Overview: Steps For Getting What You Need

Reps Apply
their
Learning
Then
Evaluate

Train to the
Profile - No
Generalized
Training

Segment
Your Reps

Communicate
Your and the
Reps
Expectations

Initiate 90
Day Post
Learning
Support

4
Segmentation: Sales Learning Should Never Be One Size
Below are four groupings of employees in a typical sales organization
according to their sales quota success rate.
Rainmakers are always above quota
and rarely want training.

5%

20%

15%
60%

This group averages 80% of quota on
a consistent basis but may not
achieve quota regularly. Their learning needs
are profile specific, they have the skills.

65-80% of quota is the average success range.
Their learning is specific on skills and profile
needs. Demonstrated practice is required.
15% of the sales team may never improve.

Train by the grouping – invest wisely
5
Profile The Sales Staff – Understand Strengths,
Weaknesses And Level Of Tenacity & Emotions
Do you have profiles of
what successful sales people
look like?
Do you have learning programs that
responds to “like profile” needs?
Moving the 60% up to the 20%
and the 20% to becoming
rainmakers is mentoring the
profile details.

6
Communicate the Expectations
Define and communicate what you expect
from your staff and their learning – face to
face

Your
needs

Discuss “what’s in it for me” – the staff’s
intrinsic value
Provide learning, by group, that is
demonstrable
Provide the opportunities to implement
the learning – discuss, test and analyze
Communicate the results – let the staff
teach each other – repeat often over the
next 90 days (cementing recall and use)
7
Winning with Clients and Prospects
Logical

Emotional

Pricing
Analytics
Supply Chain
Distribution

Trusted Advisor
Empathy
Transparency
Creativity

Features
Functions
Process

Solution
Oriented
Critical thinking
Influence

Does the learning include
emotional aspects also?
Avoid generalized training.

8
Dale’s Cone of Learning

Citation: Edgar Dale, commons.wikimedia.org, viewed, April 14, 2012

9
90 Day Post Learning Support
Help to close the learning- retention gap by exposing the learners
to timed activities with increasing levels of direct participation by
the learner.

Recall

100

0
Time
Applied Learning Extension Activities
10
Mini Learning Interventions – Applying What Was Learned
Activity Types for the Reps
•
•
•
•
•
•
•
•
•
•

Email campaigns
Social learning
Web Presentations
Surveys
Rapid Learnings
Video group sessions
Self directed learning
Case study teaching
Managers’ review
Personal plan creation

More intensive activities at the later stages
.

More intensive activities at the early stages

Activities are dispersed

T1 T2

T3

T4

T5

90 Days
11
Practice, Evaluate and Mentor
Sales managers can mentor up to 12 reps at a time with collaborative video
learning. The sales reps should demonstrate to others online what they have
learned and the manager mentors.

Post learning interventions require approximately 12
hours per Sales Rep over 90 days.

12
Let’s Use This New Year to Become More Successful

Dave Goodman
SoftAssist, Inc.
dgood@softassist.com

SoftAssist designs, develops and
implements customized and
measurable learning programs.

610.265.8484 ext 14

Ask about related presentations
on “Applied Learning Extensions”
and “Using Social Media with
Sales” (released February, 2014).
Thank you for your time.

13

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Applied Sales Learning: Get the Results That You Want

  • 1. HAPPY NEW YEAR. NOW WHAT ARE YOU GOING TO DO ABOUT SALES? 1
  • 2. UPHS UHS, Inc. • 20 years experience Johns Hopkins Montefiore • 500 engagements • 11 National Awards Mercy Health System Lehigh Valley Hospital • Stellar Clients ProCure Take Care Houghton International Merck & Co. Partial Clients Novartis AstraZeneca Sanofi Aventis Volvo Dave Goodman dgood@softassist.com Terumo CR Bard 610.265.8484 Ext14 Federal Reserve Bank The World Bank/IFC World Trade Organization Mercedes Benz Provident Bank Commerce bank CEI CHOP ESRI Institute The Institutes Procter & Gamble AmerisourceBergen Reckitt TriZetto BlueCross BlueShield CareFirst Aramark Mack Trucks - Renault 2
  • 3. YOU HAVE ANOTHER CHANCE TO START FRESH. YOU ARE COMMITTED TO DOING A BETTER JOB AT TRAINING YOUR SALES STAFF. MORE IMPORTANTLY, YOU ARE COMMITTED TO MAKING YOUR NUMBERS. 3
  • 4. Overview: Steps For Getting What You Need Reps Apply their Learning Then Evaluate Train to the Profile - No Generalized Training Segment Your Reps Communicate Your and the Reps Expectations Initiate 90 Day Post Learning Support 4
  • 5. Segmentation: Sales Learning Should Never Be One Size Below are four groupings of employees in a typical sales organization according to their sales quota success rate. Rainmakers are always above quota and rarely want training. 5% 20% 15% 60% This group averages 80% of quota on a consistent basis but may not achieve quota regularly. Their learning needs are profile specific, they have the skills. 65-80% of quota is the average success range. Their learning is specific on skills and profile needs. Demonstrated practice is required. 15% of the sales team may never improve. Train by the grouping – invest wisely 5
  • 6. Profile The Sales Staff – Understand Strengths, Weaknesses And Level Of Tenacity & Emotions Do you have profiles of what successful sales people look like? Do you have learning programs that responds to “like profile” needs? Moving the 60% up to the 20% and the 20% to becoming rainmakers is mentoring the profile details. 6
  • 7. Communicate the Expectations Define and communicate what you expect from your staff and their learning – face to face Your needs Discuss “what’s in it for me” – the staff’s intrinsic value Provide learning, by group, that is demonstrable Provide the opportunities to implement the learning – discuss, test and analyze Communicate the results – let the staff teach each other – repeat often over the next 90 days (cementing recall and use) 7
  • 8. Winning with Clients and Prospects Logical Emotional Pricing Analytics Supply Chain Distribution Trusted Advisor Empathy Transparency Creativity Features Functions Process Solution Oriented Critical thinking Influence Does the learning include emotional aspects also? Avoid generalized training. 8
  • 9. Dale’s Cone of Learning Citation: Edgar Dale, commons.wikimedia.org, viewed, April 14, 2012 9
  • 10. 90 Day Post Learning Support Help to close the learning- retention gap by exposing the learners to timed activities with increasing levels of direct participation by the learner. Recall 100 0 Time Applied Learning Extension Activities 10
  • 11. Mini Learning Interventions – Applying What Was Learned Activity Types for the Reps • • • • • • • • • • Email campaigns Social learning Web Presentations Surveys Rapid Learnings Video group sessions Self directed learning Case study teaching Managers’ review Personal plan creation More intensive activities at the later stages . More intensive activities at the early stages Activities are dispersed T1 T2 T3 T4 T5 90 Days 11
  • 12. Practice, Evaluate and Mentor Sales managers can mentor up to 12 reps at a time with collaborative video learning. The sales reps should demonstrate to others online what they have learned and the manager mentors. Post learning interventions require approximately 12 hours per Sales Rep over 90 days. 12
  • 13. Let’s Use This New Year to Become More Successful Dave Goodman SoftAssist, Inc. dgood@softassist.com SoftAssist designs, develops and implements customized and measurable learning programs. 610.265.8484 ext 14 Ask about related presentations on “Applied Learning Extensions” and “Using Social Media with Sales” (released February, 2014). Thank you for your time. 13