best practices in salesperson onboarding and … · best practices in salesperson onboarding and...

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Sales Force Productivity Conference 15-17 October 2018 Ritz-Carlton, Atlanta © 2018 The Sales Management Association. All rights reserved. BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company BOB KELLY, Sales Management Association MEGAN HUMPHRIES, Kabbage

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Page 1: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

Sales Force Productivity Conference ● 15-17 October 2018 ● Ritz-Carlton, Atlanta ● © 2018 The Sales Management Association. All rights reserved.

BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT

Presented by :

MIKE D'ANGELO, Qstream

TINA REESE, JPMorgan Chase and Company

BOB KELLY, Sales Management Association

MEGAN HUMPHRIES, Kabbage

Page 2: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

2Sales Force Productivity Conference© Copyright 2018 The Sales Management Association. All rights reserved.

OUR PRESENTERS

BOBKELLY

MEGANHUMPHRIES

MIKED'ANGELO

NATASHACOLLINS

Chairman

Sales Management Assocaition

Head of Sales Engagement

Kabbage

Regional Sales Director

Qstream

Senior Vice President, Head Of Sales Operations & Planning

Bank of America

TINA REESE

Executive Director, Sales and Relationship ManagementJPMorgan Chase and Company

Page 3: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

Perhaps you noticed?…

Page 4: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.

The State of Sales Force Staffing

Page 5: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.

Training Effectiveness

5

There aren’t enough salespeople in most firms.Just 26% are optimally staffed.

Page 6: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.

Training Effectiveness

6

Too many (or too few) are leaving the sales force.

Page 7: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.

Training Effectiveness

7

The average firm replaces more than 25% of its sales force each year…… investing, on average 10 weeks of training and development time per new hire…

Page 8: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.

Training Effectiveness

8

… and waiting, on average, 11 months for a new hire to be considered successful…

Page 9: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.

Training Effectiveness

9

… which happens with the approximate regularity of a coin flip.

Page 10: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.10

What is your organization's approach to onboarding?

Page 11: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.11

Is onboarding's importance changing?

Page 12: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.12

Have you quantified the impact of onboarding effectiveness? (How?)

Page 13: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.

Effective Onboarding’s Impact

Page 14: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.

Onboarding Improves New Hires’ Odds

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Page 15: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.

Higher Success Rates Reinforce Faster Success Rates

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Page 16: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.

Turnover: Onboarding Not a Solution, But a Problem Upgrade

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Page 17: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.17

Can you isolate one or two best practices related to enablement and/or onboarding?

Page 18: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.18

How does your organization "enable" salespeople?

Page 19: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

© Copyright 2018 The Sales Management Association. All rights reserved.19

Can you share one unaddressed challenge related to onboarding?

Page 20: BEST PRACTICES IN SALESPERSON ONBOARDING AND … · BEST PRACTICES IN SALESPERSON ONBOARDING AND ENABLEMENT Presented by : MIKE D'ANGELO, Qstream TINA REESE, JPMorgan Chase and Company

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Q & A PLEASE BE SURE TO SPEAK INTO THE MICROPHONE. WE’RE RECORDING!

Sales Force Productivity Conference© Copyright 2018 The Sales Management Association. All rights reserved.

BOBKELLY

Chairman

Sales Management Association

MEGANHUMPHRIES

Head of Sales Engagement

Kabbage

MIKED'ANGELO

Regional Sales Director

Qstream

NATASHACOLLINS

Senior Vice President, Head Of Sales Operations & Planning

Bank of America

[email protected]

linkedin.com/in/robertjkelly

[email protected]

linkedin.com/in/mdangelo/

[email protected]

linkedin.com/in/megan-humphries-a2244151

linkedin.com/in/natasha-collins-376aa270/

[email protected]

TINAREESE

Executive Director, Sales and Relationship Management

JPMorgan Chase and Company

linkedin.com/in/tina-reese-1331bb1

[email protected]