What is the best way to onboard new sales reps?
A successful rep onboarding is critical in setting them up for success. It’s easier said than done, but there are certain best practices that can make the process smoother and more effective for all parties.
For instance, we recommend having a detailed and structured onboarding program that involves welcome materials, introductory content to the sales process and product, and access to the necessary tools as soon as possible. Then, a welcome orientation should introduce them to the team and cover the company’s mission, vision, and value.
Trainings come next. They should meet with the Product and Marketing teams for deep dives on product functionality and personas. They should also get in-depth trainings on the sales process and your tech stack, and that should be supplemented by role-specific training.
But, it’s important not to get bogged down in training. Get them doing mock pitches and demos as soon as possible. Start them on a mentorship program. Get them listening to calls and sitting in on meetings. Provide clear performance expectations. Set a cadence for continuous feedback, coaching, and evaluation. And remember to celebrate milestones as they continue to ramp.
Similar questions
Can we set and track sales goals within the software?
Your sales goals are unique to your organization, so you want to track them the way your business works. But even more than that, you want to know what leading indicators identify deals that are at risk or are doing well so you know whether you will hit your overall goals. SetSail makes that possible by identifying which metrics and milestones matter most to your organization. Then it lets you select these goals for monitoring, if you want to use our dashboards. Even if you don't want to use a dashboard, SetSail will automatically push insights to your teams via email and Slack based on the goals that matter to you. Our AI will identify when deals are getting risky and goals are getting tough to meet so you can fix problems in your deals fast, and keep selling.
What level of visibility does the software provide into the sales pipeline?
SetSail provides instant access to insights about your sales pipeline and lets you dive as deep as you want to get the intelligence you need about your deals and accounts. How? SetSail AI gathers all activities that are happening on your deals and identifies where there are risks and opportunities for advancing deals. Users can get MEDDICC analysis that includes all relevant information about your deals simply by asking. Not one-off call summaries, but complete deal analysis. Users can even follow-up to get recommendations on the next best action to move their deals forward. Plus, SetSail will push deal analysis to users where they work -- in email or Slack. So there's no need to hope that your sales team will go into yet another user interface.
Can we track the progress of deals through various stages?
SetSail does more than just track the progress of deals through their various stages. SetSail can analyze your deals to identify which milestones truly matter by correlating deal progress with sales activities and with whom they are being executed. SetSail can push alerts to sellers via Slack and email whenever a deal is stuck in its progress, including recommendations for what to do next to get the deal unstuck. Now, sellers get more than just reports on their deals, they get a 24/7 revenue analyst that can help them spot risks in their deals and address those risks so they can keep deals moving to close.
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