{"id":38184,"date":"2020-06-02T12:30:00","date_gmt":"2020-06-02T12:30:00","guid":{"rendered":""},"modified":"2023-05-15T09:34:21","modified_gmt":"2023-05-15T09:34:21","slug":"onboarding-new-sales-staff","status":"publish","type":"post","link":"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/","title":{"rendered":"Onboarding New Salespeople: Best Practices"},"content":{"rendered":"<p>How to enable your new sales people to reach their full potential faster? How to build a favourable sales team &#038; culture in your organisation? The onboarding process of your new salespeople is an important lever for this. In this article, we give you a reading grid &#038; some <a href=\"https:\/\/salesdorado.com\/en\/revenue-operations\/best-business-practices\/\" data-internallinksmanager029f6b8e52c=\"34\">best practices<\/a> to create the best possible onboarding.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_55 counter-hierarchy ez-toc-counter ez-toc-transparent ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Sommaire<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/#1-hire-several-vendors-at-once\" title=\"#1 Hire several vendors at once\">#1 Hire several vendors at once<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/#2-streamline-your-onboarding-process\" title=\"#2 Streamline your onboarding process\">#2 Streamline your onboarding process<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/#3-link-your-new-recruits-with-more-senior-representatives\" title=\"#3 Link your new recruits with more senior representatives\">#3 Link your new recruits with more senior representatives<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/#4-don%e2%80%99t-overwhelm-your-new-employees-with-information\" title=\"#4 Don&#8217;t overwhelm your new employees with information\">#4 Don&#8217;t overwhelm your new employees with information<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/#5-check-in-with-them-once-a-week\" title=\"#5 Check in with them once a week\">#5 Check in with them once a week<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/#6-monitor-their-performance\" title=\"#6 Monitor their performance\">#6 Monitor their performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/#7-organise-follow-up-training\" title=\"#7 Organise follow-up training\">#7 Organise follow-up training<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/#8-integrate-your-new-recruits-into-your-marketing-team\" title=\"#8 Integrate your new recruits into your marketing team\">#8 Integrate your new recruits into your marketing team<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/#9-allow-your-new-salespeople-to-spend-time-in-the-customer-relations-department\" title=\"#9 Allow your new salespeople to spend time in the customer relations department\">#9 Allow your new salespeople to spend time in the customer relations department<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"1-hire-several-vendors-at-once\"><\/span><span class=\"ez-toc-section\" id=\"1-hire-several-vendors-at-once\"><\/span>#1 Hire several vendors at once<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>When it comes to training new sales representatives, there is strength in numbers. Instead of hiring one new candidate at a time, consider hiring two or three:<\/p>\n<ul>\n<li>Healthy competition can be an important motivating factor for new salespeople.<\/li>\n<li>Rejection is an important part of the sales process, and it is easier for new salespeople to deal with rejection when they are part of a cohesive team.<\/li>\n<li>Hiring multiple salespeople allows you to test new sales strategies with multiple employees, as well as collect more data to evaluate the effectiveness of your training methods.<\/li>\n<li>If all your new recruits make it, you will strengthen your sales force considerably. Conversely, if one of them decides to jump ship, you&#8217;ll have several options for dealing with their departure.<\/li>\n<\/ul>\n<p>As a bonus, this makes it much easier to deal with the various administrative formalities with the different organisations to be contacted, the <a href=\"https:\/\/www.plumhq.com\/group-medical-health-insurance\" rel=\"noopener\" target=\"_blank\">health insurance scheme<\/a>, the luncheon vouchers, etc. etc. <\/p>\n<h2><span class=\"ez-toc-section\" id=\"2-streamline-your-onboarding-process\"><\/span><span class=\"ez-toc-section\" id=\"2-streamline-your-onboarding-process\"><\/span>#2 Streamline your onboarding process<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><a href=\"https:\/\/www.bamboohr.com\/blog\/onboarding-infographic\/\" target=\"_blank\" rel=\"noopener noreferrer\">New recruits want two things<\/a> when they join your organisation:<\/p>\n<ul>\n<li>A chance to succeed<\/li>\n<li>The feeling of being part of a team that will help them to achieve this<\/li>\n<\/ul>\n<p>If your new sales reps have a negative or difficult hiring experience, they will be much more likely to leave your company in the first few months.<\/p>\n<p>Far too many companies drag out the onboarding of new salespeople, either by delaying the actual training or by interrupting it once it has begun.<\/p>\n<p>Onboarding should be seen as different from training and should be carried out by each new recruit within the first week of employment.<\/p>\n<p>For a successful onboarding of your sales people, you can follow these steps:<\/p>\n<ul class=\"icon-check\">\n<li>1. Ask new employees to complete payroll, insurance and human resources paperwork on their first day of work, making sure that all their questions are answered.<\/li>\n<li>2. Give each new hire a copy of your company&#8217;s policies and procedures manual. Spend some time reviewing your workplace rules, as well as the principles of your company culture.<\/li>\n<li>3. Set clear expectations. Make sure your new employees know the overall mission of your company, as well as their individual responsibilities.<\/li>\n<li>4. Make sure they are aware of your leave tracking policy and can plan ahead. Give them access to leave tracking tools, we like <a href=\"https:\/\/vacationtracker.io\/\" rel=\"noopener\" target=\"_blank\">Vacation Tracker<\/a> for example. The tool helps your teams to manage their own leave requests and get a complete overview of their remaining days.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"3-link-your-new-recruits-with-more-senior-representatives\"><\/span><span class=\"ez-toc-section\" id=\"3-link-your-new-recruits-with-more-senior-representatives\"><\/span>#3 Link your new recruits with more senior representatives<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>While manuals and tutorials are important, no training of one is complete without the guidance of an experienced peer. After introducing your new salespeople to your team, have each of them shadow a more experienced salesperson.<\/p>\n<p>Your new salespeople can gain invaluable knowledge by watching and listening to their more experienced colleagues make sales calls and give demonstrations. In addition, it speeds up their learning by asking questions at the right time.<\/p>\n<p class=\"blocTips primary-light\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">Things to remember<\/span><br \/>\nNew salespeople should be encouraged to interact with your entire sales team to find mentors. Mentors can not only guide their day-to-day progress, but also provide long-term career guidance.<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2020\/05\/onboarding-1.png\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"4-don%e2%80%99t-overwhelm-your-new-employees-with-information\"><\/span><span class=\"ez-toc-section\" id=\"4-dont-overwhelm-your-new-employees-with-information\"><\/span>#4 Don&#8217;t overwhelm your new employees with information<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You may have a ton of great information to share with your new employees, but they simply won&#8217;t remember it if you just put the material on their desk.<\/p>\n<p>Instead, train them on one specific task at a time.<\/p>\n<p>Here is a solid training model for onboarding your new salespeople:<\/p>\n<ul>\n<li>1. Start by introducing them to the most basic products and services.<\/li>\n<li>2. Once they are able to effectively describe the selling points of the products, ask them to start learning the<a href=\"https:\/\/salesdorado.com\/en\/cold-calling\/successful-telephone-prospecting\/\">cold calling<\/a> and<a href=\"https:\/\/salesdorado.com\/en\/inbound-marketing\/b2b-emailing-campaigns\/\">emailing<\/a> processes.<\/li>\n<li>3. Let them accompany the senior salespeople in their demonstrations and presentations.<\/li>\n<li>4. Have them practice using the demo and presentation scripts.<\/li>\n<li>5. Once they have mastered the scripts, they can start to do demonstrations and presentations themselves.<\/li>\n<li>6. Continue this pattern until your new employees have mastered your entire sales process.<\/li>\n<\/ul>\n<p>You should also consider using sales training software. There are many quality options for virtually every budget and team size, and salespeople who successfully use top-notch sales training platforms close 10% more business than those who don&#8217;t.<\/p>\n<p class=\"blocTips primary-light\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">Things to remember<\/span><br \/>\nThe priority for your new employees should be to get to grips with your entire sales process. Not only is it more rewarding, it&#8217;s also more important. Wait until they have completed their training before asking them to learn about other products or services.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"5-check-in-with-them-once-a-week\"><\/span><span class=\"ez-toc-section\" id=\"5-check-in-with-them-once-a-week\"><\/span>#5 Check in with them once a week<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Once your new recruits have started training with their peers, ask managers to meet with them once a week to assess their progress.<\/p>\n<p>At each weekly meeting, managers should keep these questions in mind to optimise the onboarding of your new salespeople:<\/p>\n<ul>\n<li>Is the new sales coach a good fit? Could he or she be partnered with someone else?<\/li>\n<li>If the recruit is having difficulties, is it in one area or in all areas?<\/li>\n<li>Does the new employee have any particular strengths or ideas that could be useful in selling particular products or services?<\/li>\n<li>Will the new employee be a good fit for the company?<\/li>\n<\/ul>\n<p class=\"blocTips primary-light\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">Things to remember<\/span><br \/>\nBy reacting quickly to any problems and making the necessary changes, you can speed up the training process. And if it looks like a new recruit isn&#8217;t going to make it, it&#8217;s best to know as soon as possible.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"6-monitor-their-performance\"><\/span><span class=\"ez-toc-section\" id=\"6-monitor-their-performance\"><\/span>#6 Monitor their performance<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In addition to weekly checks with your new recruits, it is essential that you establish a (short) list of key indicators to monitor their progress, and that they take ownership of these.<\/p>\n<p>Although these indicators vary from company to company, your company should pay particular attention to the following:<\/p>\n<ul>\n<li>Do your new recruits understand your company&#8217;s sales objectives and the ins and outs of your <a href=\"https:\/\/salesdorado.com\/en\/revenue-operations\/commercial-funnel-efficiency\/\">sales funnel<\/a>?<\/li>\n<li>Are they becoming proficient in the use of your company&#8217;s sales &#038; <a href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/\">CRM<\/a> software?<\/li>\n<li>Will your new recruits be able to reach your target?<\/li>\n<li>Do your new salespeople understand the problems your potential customers face? Will they be able to successfully present your products or services as a solution?<\/li>\n<li>Are they actively listening to their coaches and peers? Do they gain the trust of your whole team?<\/li>\n<\/ul>\n<p>The answers to these questions can be obtained from meetings with new employees, their managers and peers they observe. You can also assess their progress by listening to their sales calls and attending their sales meetings.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"7-organise-follow-up-training\"><\/span><span class=\"ez-toc-section\" id=\"7-organise-follow-up-training\"><\/span>#7 Organise follow-up training<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>No matter how talented your new salespeople are, onboarding will not be enough to make them master all aspects of your <a href=\"https:\/\/salesdorado.com\/en\/revenue-operations\/modern-b2b-sales-process\/\">sales process<\/a>. It is also likely that they will forget much of what they have learned during the training.<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2020\/05\/onboarding-4.png\" \/><\/p>\n<p>You can address the difficulties of your new representatives and counter the &#8220;forgetting curve&#8221; by adding follow-up training.<\/p>\n<p>Once their initial training is complete, organise six to eight weeks of follow-up training in which your new representatives review what they have learned and ask questions. They should also have the opportunity to practice their new skills, both internally and, more importantly, with real prospects, so that they can see the results of their work.<\/p>\n<p>Not only will this active learning help new representatives to become effective representatives, but it can also help you to refine your <a href=\"https:\/\/salesdorado.com\/en\/automation\/sales-operations-definition-best-practices\/\">sales operations<\/a> processes.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"8-integrate-your-new-recruits-into-your-marketing-team\"><\/span><span class=\"ez-toc-section\" id=\"8-integrate-your-new-recruits-into-your-marketing-team\"><\/span>#8 Integrate your new recruits into your marketing team<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Your business will perform better if your <a href=\"https:\/\/salesdorado.com\/en\/revenue-operations\/marketing-vs-sales\/\">sales and marketing<\/a> teams <a href=\"https:\/\/salesdorado.com\/en\/revenue-operations\/marketing-vs-sales\/\">are aligned<\/a>.<\/p>\n<p>All new sales reps should take the time to get to know your marketing team, the marketing channels they use (and why), and where your sales team fits into the mix.<\/p>\n<p class=\"blocTips primary-light\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">Things to remember<\/span><br \/>\nEncouraging positive interaction between your sales and marketing teams can increase the effectiveness of both departments.<\/p>\n<p>Salespeople can share valuable information (such as the problems potential customers face, their questions, their likes and dislikes, etc.) that the marketing team can use to create better messages, strategies and campaigns.<\/p>\n<p>These marketing efforts will allow you to <a href=\"https:\/\/salesdorado.com\/en\/lead-generation\/\">generate more leads<\/a> for your salespeople.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"9-allow-your-new-salespeople-to-spend-time-in-the-customer-relations-department\"><\/span><span class=\"ez-toc-section\" id=\"9-allow-your-new-salespeople-to-spend-time-in-the-customer-relations-department\"><\/span>#9 Allow your new salespeople to spend time in the customer relations department<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>More and more companies are focusing on customer experience, for example through<a href=\"https:\/\/salesdorado.com\/en\/account-based-marketing\/\">account-based marketing<\/a>.<\/p>\n<p>It can be easy for sales people to think of customers as just deals or transactions. But anyone in customer relations knows that customers are real people with very human preferences, emotions, problems and desires.<\/p>\n<p>Take advantage of the onboarding of your new sales staff to have them spend time with your customer relations team. This way, they will learn to listen to customers and know exactly what they want and need. This will have a significant impact on your sales, retention and help you better convert your customers into ambassadors who recommend your products and services to others.<\/p>\n<div style=\"display: none;\"\n    class=\"kk-star-ratings kksr-valign-bottom kksr-align-center \"\n    data-id=\"38184\"\n    data-slug=\"\">\n    <div class=\"kksr-stars\">\n    <div class=\"kksr-stars-inactive\">\n            <div class=\"kksr-star\" data-star=\"1\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"2\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"3\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"4\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"5\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n    <div class=\"kksr-stars-active\" style=\"width: 0px;\">\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n<\/div>\n    <div class=\"kksr-legend\">\n            <span class=\"kksr-muted\">Qu'avez-vous pens\u00e9 de cet article?<\/span>\n    <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>How to enable your new sales people to reach their full potential faster? How to [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":16699,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[291,303],"tags":[312],"class_list":["post-38184","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-hiring","category-sales-strategy","tag-guides"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Onboarding New Salespeople: Best Practices | Salesdorado<\/title>\n<meta name=\"description\" content=\"The onboarding of your new salespeople is an important lever to allow them to reach their full capacity faster. Complete guide\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/salesdorado.com\/en\/hiring\/onboarding-new-sales-staff\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Onboarding New Salespeople: Best Practices | Salesdorado\" \/>\n<meta property=\"og:description\" content=\"The onboarding of your new salespeople is an important lever to allow them to reach their full capacity faster. 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