Sales Onboarding Best Practices For A Winning Team

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The hiring process isn’t complete with adding new sales reps to the sales team. Sales leaders should create a sales onboarding process that fully prepares new hires for their new position.
Developing a standardized onboarding process should accomplish the following goals:
When a company values sales training they will give attention to everything new sales hires need to immediately ramp up as a new team member.
Sales leaders want to support their company’s mission of giving employees – including sales team members – what they need to do jobs.
They are also concerned with the impact that their actions have on the bottom line of their sales organization.
An effective sales onboarding process will support a sales manager in accomplishing these goals.
Sales onboarding may take many forms. An effective onboarding process should be personalized to the sales role and be supported by the entire sales team.
Consider some of the specific information that sales onboarding covers. These things will help new sales reps as they begin the selling process.
Here are four major benefits of developing and maintaining a sales onboarding process for new reps that join your sales team.
Having a well-designed sales onboarding plan shows new reps that the company values their contribution as sales team members.
A new sales rep can feel a bit lost. Having the opportunity to communicate with other members of the sales teams and learn from them can have a stabilizing effect.
It creates connections within the sales department that will serve a new hire well into the future as they collaborate and cooperate with their co-workers.
New sales professionals have a lot to learn about your sales process. Most new sales reps are painfully aware of this fact.
A sales manager can provide helpful support through the onboarding process as a new sales rep acclimates to their new surroundings.
An effective onboarding program will help new hires to feel as if they have the tools to address potential customer objections. They will possess the sales tools needed to convert the prospect to a qualified lead.
A sales organization is constantly fighting to attract and keep the best salespeople in a competitive industry.
An employee who feels supported and receives adequate sales training will gain confidence to perform their duties.
They will also be more likely to speak well of your company to their peers, customers, and prospects.
This positive viewpoint can have a great influence on the morale of the entire team, customer retention, and sales throughput.
Sales managers can provide immediate access to sales training for new hires that will help them reach a level where they are ready to sell.
When new team members are further supported by an ongoing system of sales onboarding, it leads to greater employee engagement that drives success.
Take a look at some of the best practices that sales managers can follow to provide the best sales onboarding program to their new employees.
This includes an overview of the topics and materials that will get new reps on sales calls quickly.
Sales leaders should take time to focus on an overview of the company. Think about what defines your company and relate that to new sales reps.
The company overview may include details about its leadership, products, and history. Regardless of the specifics, provide what a sales rep needs to differentiate your company from the pack.
This will help the new hire understand the value your business brings and help them speak to your company’s strengths on sales calls.
Don’t forget to push a team-focused outlook. Your new sales staff should have the goal of helping customers build a relationship with the company, not just with the sales rep.
Involve the entire sales department in the onboarding process to begin developing this mentality right away.
Encourage more seasoned team members to interact with new hires to build up team-centric thinking.
Every new hire that joins your team should be speaking the same message. This doesn’t mean that you are trying to create an army of clones. But your company’s message should be consistently spoken.
Your company has a method of operating that works. New reps should not disrupt that flow. Instead, they should learn it and apply it to the way they work.
You may call it company brand, culture, or even your vibe. Whatever you name it, a business has a way of handling customer relations, communicating with leads, and interacting with internal employees.
Some of these concepts can be communicated to new sales reps through a solid mission statement.
This is your company’s “why”. It is what drives you. Let your fundamental statement shine through to new hires so they can adopt the same message and form one piece of the cohesive whole.
Even experienced sales reps that are new to your company need to understand your specific sales process.
An onboarding program can help address this through workshops and mock sales calls with a team member adopting common buyer personas.
Another useful training resource is a sales process flowchart that visually represents the sales cycle the new employee will follow as they sell.
If sales reps don’t understand how to use the sales tools you have available, such as your CRM, analytics platforms, collaboration toolsets, and sales enablement software, they won’t use them appropriately.
Make sure to include a thorough review of sales tools at their disposal and give training where gaps in knowledge exist.
Prospecting for new leads is often a large part of a sales job. The onboarding plan should assist sales reps with starting and maintaining sales conversations.
This may involve a script, or at least notes, on how to make effective calls. Sales agents will appreciate any tools that will help them catch up to the rest of the sales team quickly.
Sales onboarding training will review the benefits of your products or services and allow new sales reps to sell them to customers.
New reps will get questions about products. Sales managers want them to be able to answer with authority to build trust with the potential client.
Have the latest product knowledge available as part of the onboarding program so that specifications can be studied. Also, highlight key differences from competitors’ products.
Sales onboarding personnel may benefit from using a software package that specializes in sales onboarding.
Some systems may provide sales assessment testing and competency checks. Video content that allows the consumption of new concepts in small chunks may prove useful.
Create a systematic process so that the onboarding process remains fresh and content doesn’t become stagnant.
Sales talent will find the most value in the learning process if the principles taught apply to the current market and company objectives.
Your sales onboarding process is an important part of the hiring process. Decisions made at this juncture can mean the success or failure of new hires.
New reps are like fish out of water when they first begin with your company. Use sales onboarding tools to equip them with what they need to reach their goals.
When you do these things, you will find your sales onboarding program becomes truly effective and leads to better success for both new sales reps and the entire company.