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Getting Started with Sales Enablement

53m · B2B Enablement · 03 Aug 11:30

Podcast Summary

Sales Enablement is an important piece of any company's sales technology stack and getting started can look like a daunting task.

Companies who have implemented a Sales Enablement strategy outperform their competitors by a remarkable margin (Aberdeen Group)

In this podcast, we'll review a series of steps to get you and your team started with your journey.

Key Topics of the Podcast

  • Who Owns It? Build Your Team - Put the right team and leaders in charge, your team is one of the most important driving factors for your Sales Enablement strategy
  • Set Clear Goals & Requirements - Taking the time to analyze your company tribulations will go a long way to helping you build a sales enablement strategy that's specifically tailored to your pain points.
  • Defining Key Metrics - Identify metrics that help measure the success of your project and activities
  • Content Management & Organization - You don't know what you don't know. Gathering your content together and arranging it into categories like brochures, graphics, fact sheets, videos, etc. will help you identify where your deficiencies lie
  • Implement a Sales Enablement Platform - Using your Goals and User Requirements, choose a platform that fits your needs + Train your teams

Resources and Links from the Podcast

Copy of the Presentation Slide Deck

Sales Enablement BluePrint

User Specification Requirement

Sales Enablement Checklist

Klyck.io Website

What is Sales Enablement

Paul Tkach's LinkedIn Profile - https://www.linkedin.com/in/paultkach/

Rebecca Spary's LinkedIn Profile - https://www.linkedin.com/in/rebeccaspary/

Dave Karr's LinkedIn Profile - https://www.linkedin.com/in/davekarr/

  1. Who Owns It? Build Your Team

  • Put the right leader in charge
  • Ensure you choose some to lead your SE efforts, someone who has visibility into both sales/marketing efforts and can work towards aligning your teams
  • Because sales enablement is more associated with the revenue-generating side of the business, we typically see the responsibility held there (Sales or Marketing leaders)
  • Identify receivers & supporters
  • The most likely receivers are the sales team (inside sales, outside sales, and distributors) and the most likely supporters are the marketing team
  • Define respective roles and responsibilities for your Sales Enablement team to ensure your efforts are aligned going forward
  1. Set Clear Goals & Requirements

  • Assess your current state and understand the challenges that your teams/organization are facing
  • Taking the time to analyze your company tribulations will go a long way to helping you build a sales enablement strategy that's specifically tailored to your pain points.
  • Establish simple but clear goals & objectives that you are trying to achieve, these typically pair with the challenges you are facing (Centralize content for teams to access, collect analytics on content engagement to understand utilization...etc)
  • Collect input from stakeholders (Users/Teams) to help understand needs
  • Start by deciding upon two to three reasonable goals for your sales enablement project
  • These can include – but aren't limited to - better sales and marketing alignment, determining sales training needs, and insight into customer engagement
  • Create a blueprint with action items to make sure you are meeting your goals and outcomes. Sometimes when embarking on a new project, it's easy to get caught up in the smaller details while losing sight of the bigger picture. By creating a blueprint and referring back to it often, you can keep your focus on smaller achievable objectives that will guide you towards your ultimate goal
  • Setting goals will also help to keep your team engaged and motivated
  • Establish a User Requirements Guide
  1. Defining Your Key Metrics

  • Identify metrics that help measure the success of your project and activities
  • Choose clear KPI's that help measure your goals/objectives
  • Some examples of typical sales enablement metrics are: number of sales team logins to the app, number of presentations created by sales, number of content shares by sales, number of opens and engagements by prospects, number of content views by prospects, etc.
  • If you have your sales enablement system connected to your CRM, you can easily start to track ROI and deal influence metrics as well. This can be done by correlating prospect engagements with closed deals and revenue dollars.
  • Once you get clear on the results you want to achieve in each area, you can drill down to determine the activity and effectiveness measures which drive these outcomes.
  • Remember, revenue results are important, but you can't manage them at the start of the project. However, you can manage the activity and effectiveness of your people in order to achieve those results. Starting small and measuring leading indicators is the best way to get started.
  1. Content Management & Organization

  • You don't know what you don't know. Gathering your content together and arranging it into categories like brochures, graphics, fact sheets, videos, etc. will help you identify where your deficiencies lie
  • Aggregate and identify the sales and marketing content you want teams to use
  • Develop a strong understanding of how you want to organize your content for teams to access, one of the best ways to do this is to align your content with your buyers journey
  • Develop the categorization for your content including a set of filters or tags (Most SE tools will include this)
  1. Implement a Sales Enablement Platform

  • Using your Goals and User Requirements, choose a platform that fits your needs
  • Ensure that the technology/platform you choose has an understanding of your goals and can help support them (Customer Success/Support)
  • Get the support of the end users - Being a dictator and demanding that your sales and marketing teams start using a new tool may have adverse effects
  • Encouraging these teams to come to the table with their thoughts and ideas will go a long way to helping them embrace the idea of changing their process.
  • A sales enablement tool is designed to help, not hinder
  • Make sure that you have someone in the organization who is capable of leading training for those teams. You'll want to create a thorough training strategy so that teams are not only trained on how to use the sales enablement tool, but also understand the process of sales enablement in the organization

The episode Getting Started with Sales Enablement from the podcast B2B Enablement has a duration of 53:44. It was first published 03 Aug 11:30. The cover art and the content belong to their respective owners.

More episodes from B2B Enablement

2021 Recap of B2B Sales and Predictions for 2022

Podcast Summary

On this podcast, we'll dive into a recap of B2B sales trends in 2021. What has changed? What stayed the same? What is going to carry over and what's going to be different in 2022?

Timestamps:

[00:01:07] Our guest: Josh Wagner

  • Josh Wagner, Enterprise Account Executive at Shift Paradigm
  • Podcast: Love Selling Hate Sales

[00:01:40] What are some of the most notable changes in B2B selling in 2021?

[00:04:10] What are some success stories of companies doing it right?

[00:21:00] What are current views on the status of sales and marketing and the alignment post-2021? What are the biggest impacts in bringing them together?

[00:28:00] How has the funnel changed? How has that to hybrid selling?

Resources

LinkedIn Profile – Josh Wagner

Website – Shift Paradigm

Podcast – Love Selling Hate Sales

LinkedIn Profile – Dave Karr

Website – Klyck.io

How to Optimize your B2B Website Strategy

Podcast Summary

On this podcast, we'll talk about some fundamental ways that you can enhance and optimize your B2B website strategy.

[00:01:25] Our guest: Sam Moss

  • Sam Moss, Co-Founder of 1Click Agency
  • Sam's Podcast: B2B Made Simple

[00:02:25] Where do you start when you're analyzing an existing website strategy

  • Look at backend issues – if you don't know what's going on, it can really slow down the site.
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[00:04:20] What are some KPIs that you should be measuring to gauge your site's technical performance and conversion?

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  • Bounce rate is very important. How many people are going to your site and only staying for a few seconds? It could mean that the wrong traffic is coming to your site or that your messaging is off base.

[00:13:35] What is the value of customized landing pages?

  • Depending on where the buyer is coming from, you need to tell a different story.
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[00:15:40 How should a website tell your business' story and how are different pages part of that strategy?

  • “About” pages are very important. People want to do business with people.
  • People are looking for people they trust and if your company can tell their story, it's going to be a big plus.
  • Before you even begin to scroll, your website should answer three questions.
    • What do you do?
    • How are you going to make my life better?
    • How do I buy from you?

[00:21:30] What are the fundamental differences in how you should approach optimizing your strategy for e-commerce?

  • There aren't many differences.
  • Speed is still important.
  • Make sure that it's an effortless experience.
  • If the store is overwhelming or tough, navigate or confusing, people are going to leave.
  • Make sure your site is optimized for mobile.

[00:24:15] How do you make sure that your site is optimized for lead generation?

  • The message. Make sure your message is cohesive through your marketing strategy.
  • Don't overthink. Many times, you can see what you need without AB testing something.
  • Optimize your landing pages by telling a story.
  • Your selling point shouldn't be the features, but the benefits, especially on landing pages
  • Keep your call-to-action (CTA) simple

[00:33:00] What marketing strategies drive traffic?

  • Posting on social media and podcasting can educate the market
  • Sending out informational emails without trying to sell anything builds brand affinity and trust

Resources

LinkedIn Profile – Sam Moss

Website – 1Click Agency

Podcast – B2B Made Simple

LinkedIn Profile – Dave Karr

Website – Klyck.io

How to Close the Gap in Digital Marketing Reporting

Podcast Summary

On this podcast, John Horn, CEO at StubGroup, joins us to talk about ways to improve your reporting and execution for digital marketing.

We talk about how to use data insights on how to more effectively track your ads, increase your conversion rates, improve funnel performance, and more.

[00:01:25] Our guest: John Horn

  • John Horn, CEO at StubGroup
  • StubGroup has partnered with hundreds of clients to solve the complex questions all businesses face in the ever-changing world of digital marketing.

[00:02:10] Where do you start with digital advertising online? How do you structure reporting?

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[00:05:30] How do you put technology platforms in place to help track metrics?

  • You must have a customer relationship management (CRM) tool to capture customer information and retain it in one central place
  • You need something in place to track website analytics, like Google Analytics, to see where the PPC advertising traffic is coming from
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[00:10:10] What are good platforms for starters and what do you need beyond the basic tech stack?

  • HubSpot is an excellent option. They do a great job of connecting the marketing side to the sales side
  • Lucky Orange and Hotjar are good heat mapping software to see how and where people are clicking on your website
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[00:13:30] How are teams structured when they're just starting out vs when they are up to speed?

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  • Accountability is very important – leads come in, but what's happening with them after
  • Having a process in place is integral to success

[00:19:00] What are some of the challenges that companies run into?

  • Analytics and reporting stop to soon. For example, a company will find out the cost per lead and then go no further
  • Tracking and reporting for a longer period can demonstrate which channels are performing well and which aren't
  • Not knowing where to start – best practice is to figure out the target audience and then proactively reach out to them
  • Look for the lowest hanging fruit and invest time and resources there

[00:24:30] What should B2B companies do to ensure that marketing metrics are front and center?

  • Track everything. Collecting as many data points as you can on your digital advertising will ensure you are able to get the information you need later.
  • Work backward from metrics to where you need to be on the marketing side of things

[00:31:00] Key take-aways

  1. Install Google Analytics on your website and figure out how to use it
  2. Audit and optimize your response time for leads
  3. Analyze the lifetime value of the customers that are converting in your funnel over time

Resources

LinkedIn Profile – John Horn

Website – StubGroup

LinkedIn Profile – Dave Karr

Website – Klyck.io

Website – HubSpot

Website – Lucky Orange

Website – Hotjar

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Podcast Summary

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[00:01:05] Our guest: Nick Amabile

  • Nick Amabile, CEO at DAS42
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  • Start first with the business goals and then work backwards to a technical solution and not the other way around

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  • Centralize the team – It's very efficient to have one team that has a single view of what's going on. Start small. It could be just a few business analysts that know the business drivers and the data sets well

[00:11:30] What are typical challenges organizations face and how do you minimize them?

  • Businesses looking at new technology to solve a problem instead of evaluating the problem, then deciding on the right technology
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[00:16:30] What is a culture of data inside an organization?

  • Enable the marketing department, the sales department, the finance department, supply chain department, etc. to ask and answer their own questions
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  • The key is to get employees excited about the data and bringing it where they're already working (for example Salesforce), instead of forcing them to use and learn new technology
  • It's important that people see value. When they see value, they're more likely to see the benefits to the way that they do business

[00:20:00] What are some of the things you should be thinking about to start building data?

  • Management should be driving accountability and transparency
  • Everyone needs to be on the same page
  • Make sure there's a governance process in place

[00:25:55] Key Takeaways

  1. Standardize KPIs. Even if they aren't technical, just get them written down
  2. Get everyone on the same page and start thinking about how you're going to govern and manage your data
  3. Make sure that you're able to get data to as many people as possible

Resources

LinkedIn Profile – Nick Amabile

Website – DAS42

LinkedIn Profile – Dave Karr

Website – Klyck.io

DAS42 Article – What Structure is Right for my Data Analytics Team

Klyck Article - The Power of Data and Sales Enablement

Using Video Marketing at Every Stage of the Buying Cycle

In this episode of B2B Enablement, we're going to be talking about video marketing and how you can use it throughout the entire journey for your customers. Whether you're looking to create content for the awareness stage of the buying cycle, or for use later in the funnel, video is a powerful tool.

Podcast Summary and Timestamps - Links and Resources Located at the Bottom

[00:01:21] Introduction: Drew Franklin, Marketing Communications Manager at Altec

  • 10+ years of experience in the marketing arena – primarily B2B and manufacturing and tech sectors
  • Started using video eight years ago
  • Communications manager at Altec leading the content team

[00:02:14] Getting Started

  • Video is not a fad, it is one of the best tools to drive engagement
  • You can easily start creating videos today if you have a computer or mobile phone with a camera
  • Start from there and scale up, you don't need to buy expensive or fancy equipment to get started
  • Use what you have – don't forget, there are also free tools at your disposal like Vidyard to help

[00:06:00] Production and Tools

  • Start where you can with what you have
  • Consider mics, lights, and cameras to help create a better environment when creating content
  • Links to Drew's suggestions can be found in the resources section at the bottom of these notes

[00:12:20] Content Distribution

  • Create content once and distribute forever by dividing that content up into multiple formats (IE Webinar can be spliced into audio clips and also a brochure)
  • Empower your reps to post videos on social
  • Get your message out organically using traditional mediums where you customers are (LinkedIn, other social platforms, google…etc)

[00:17:00] Importance of Video & How it Can Be Effective

  • Video can be diversely used for a range of different use cases
  • Not only for marketing – sales, customer service, customer success, everyone can use it

[00:18:00] Personalization

  • When possible, create personalized videos to increase engagement and response rates
  • Do some research on a specific individual or posts that they've done on LinkedIn and try and drive some engagement – can be difficult if you try to scale up because you're creating videos at 1:1 ratio for each prospect
  • When you need to use video to scale, consider using what you already have (webinars, podcasts, etc.) and chop it up into small chunks for your sales reps to use as touch points in their outreach

[00:29:00] Distribution Tools

  • Three main tools you need
    • Video creation software (eg. Vidyard or Wistia)
    • Sales engagement software to distribute the videos (eg. SalesLoft or email)
    • Sales enablement software to track content engagement (eg. Klyck.io)

[00:38:30] Scripts and Messaging

  • Ask questions – assumptions are dangerous
  • Don't make a video assuming something about your prospect, ensure you know them so you can tailor your content to them
  • Try asking questions that lead to answering pain points
  • Messaging can be a case-by-case situation

[00:44:30] Hardware and Infrastructure

  • Drew shares a host of tips, tricks, and suggestions on how to select and use video hardware. From basic setups, to more advanced production rigs, he shares his thoughts on what you need to be successful.
  • List of hardware resources is included below.

Resources and Links from the Podcast

Video Audio & Lighting Kit – Starter Budget

Video Audio & Lighting Kit – Next Level

Video Audio & Lighting Kit – Professional Level

Wistia – Down and Dirty DIY Lighting Kit

Wistia – Editing Basics for Business Video

Predictable Revenue – Chain of Relevance

Klyck.io Podcast - Video Marketing - Why B2B Businesses Need a Strategy

Klyck.io - Sales Enablement

Tools and Software

Canva

Descript

Adobe Premiere

SalesLoft

Vidyard

LinkedIn Profiles for our Guests

Drew Franklin's LinkedIn Profile - https://www.linkedin.com/in/drewdfranklin/

Paul Tkach's LinkedIn Profile - https://www.linkedin.com/in/paultkach/

Dave Karr's LinkedIn Profile - https://www.linkedin.com/in/davekarr/

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