customer contact council ™ the sales coaching effectiveness pulse survey diagnostic results for...
TRANSCRIPT
Customer Contact Council ™
The Sales Coaching Effectiveness
Pulse Survey
Diagnostic Results for ACME Inc.
September 2008
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Customer Contact Council ™
The Sales Coaching Effectiveness Pulse SurveyRoadmap
Overview of the Sales Coaching Effectiveness Pulse Survey
Summary of Survey Results
• Sales Coaching Effectiveness…………………………p 4-5
• Organizational Buy-In for Sales Coaching……………p 6
• Sales Coaching Timespend……………………………p 7
• Relationship Quality…………………………………….p 8
• Effectiveness within the Sales Coaching Session…..p 9
• Coaching Throughout the Sales Process…………….p 10-11
• Sales Qualification vs. Sales Conversion…………….p 12
• Distribution of Sales Coaching Effectiveness………..p 13
RoadmapRoadmap
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Customer Contact Council ™
A snapshot of the CCC’s sales coaching effectiveness model from Unleashing Service-to-Sales Potential: Refocusing Investments on the Key Drivers of Sales Performance.
Overview of the Coaching Effectiveness Pulse Survey
The Sales Coaching Effectiveness Pulse Survey is designed to provide a snapshot of sales coaching effectiveness across the customer service organization. Based on the CCC’s popular Unleashing Service-to-Sales Potential: Refocusing Investments on the Key Drivers of Sales Performance research, the Sales Coaching Pulse Survey is an anonymous survey that measures various aspects of sales coaching, including time spent coaching and the quality of each individual coaching relationship.
OverviewOverview
Tenure of Survey Respondents
ACME Inc. Respondents’ Months of Experience
Less than 6 months
24%
6 to 12 months17%
12 to 18 months14%
18 to 24 months34%
24 months or more11%
N = 113
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Customer Contact Council ™
Sales Coaching Effectiveness at ACME Inc.EffectivenessEffectiveness
My Supervisor Is an Effective CoachDistribution of Responses
My Supervisor Is an Effective CoachBenchmark and ACME Inc. Average
5.485.71
1
4
7
Benchmark ACME Inc.Average Average
3.5%6.2%
2.7%6.2%
8.8%
30.1%
42.5%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
Very Ineffective
2 3 Neither Ineffective
nor Effective
5 6 Very Effective
Very Effective
Very Ineffective
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Customer Contact Council ™
Sales Coaching Effectiveness at ACME Inc.EffectivenessEffectiveness
Supervisors at my Organization are Held Accountable for Providing Good Coaching
My Supervisor and Immediate Team Members Collectively have a Healthy
Coaching Culture
4.85
5.42
1
4
7
Benchmark ACME Inc.Average Average
5.636.00
1
4
7
Benchmark ACME Inc.Average Average
Strongly Agree
Strongly Disagree
Strongly Agree
Strongly Disagree
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Customer Contact Council ™
Organizational Buy-In for Sales CoachingOrganizational Buy-InOrganizational Buy-In
Coaching is an Effective Way to Improve Sales PerformanceACME Inc. Score Distribution
Coaching is an Effective Way to Improve Sales Performance ACME Inc. Score & Comparison to Benchmark
My Entire Organization has a Well-Established Coaching Culture
ACME Inc. Score Distribution
My Entire Organization has a Well-Established Coaching Culture ACME Inc. Score & Comparison to Benchmark
0.0% 0.0% 0.0%2.7%
7.1%
54.0%
36.3%
0%
25%
50%
Very Strongly Disagree
2 3 Neither Agree Nor Disagree
5 6 Very Strongly Agree
6.106.24
4
5
6
7
Benchmark Acme Inc.Average Average
0.0%2.7%
7.1%8.9%
18.8%
33.9%
28.6%
0%
25%
50%
Very Strongly Disagree
2 3 Neither Agree Nor Disagree
5 6 Very Strongly Agree
5.00
5.60
4
5
6
7
Benchmark Acme Inc.Average Average
More Agreement
Less Agreement
More Agreement
Less Agreement
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Customer Contact Council ™
Sales Coaching TimespendTimespendTimespend
Reported and Target Amount of Sales Coaching
Self-Reported by Reps; Minutes per Month
ACME Inc. Reported and Target Amount of Sales Coaching
At ACME Inc., 95% of employees report a desire for more sales coaching.
Reported and Target Amount of Sales Coaching
Self-Reported by Reps; Minutes per month
More Effective Sales Coaches73% of ACME Inc. Coaches
Less Effective Sales Coaches27% of ACME Inc. Coaches
Interpretation• If reported coaching time for more effective and less effective coaches are similar, a coaching quality (not frequency) issue likely exists. • If less effective coaches provide significantly less coaching time than more effective coaches a frequency issue likely exists
70.55
64.68 135.23
0
20
40
60
80
100
120
140
Reported Shortfall Target
69.52
60.48 130.00
0
20
40
60
80
100
120
140
Reported Shortfall Target
ACME Inc.Average
Benchmark
Reported Minutes of Sales Coaching per Month 70.3 min 63.2 min
Target Number of Sales Coaching Minutes per Month 133.8 min 105.4 min
43.6%
94.7%
0%
30%
60%
90%
120%
Benchmark Firm
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Customer Contact Council ™
Relationship QualityRelationship QualityRelationship Quality
Relationship Quality
Neutral
StrongAgreement
StrongDisagreement
6.306.17 6.12 6.10 6.03
5.87 5.85
4.474.12
5.72 5.635.95 5.84
5.44 5.475.62
5.796.15
1
4
7
I am well-prepared for my formal sales coaching sessions
My supervisor is well-prepared for my formal sales
coaching sessions
My supervisor has a great deal of
knowledge about our products and
services
I would be willing to continue
working under my supervisor as long
as possible
My supervisor makes the time necessary to
coach me
My supervisor innovates with fresh ideas on
ways to improve my sales
performance
My supervisor rewards
everyone’s individual sales
performance fairly
My supervisor has a great deal of
knowledge about our customers
My relationship with my supervisor is more negative
than positive
ACME Inc. Benchmark
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Customer Contact Council ™
Sales Coaching Effectiveness within the Coaching Session
Neutral
Coaching SessionCoaching Session
Effectiveness of Sales Coaching Sessions
StrongAgreement
StrongDisagreement
5.88 5.87 5.82 5.81 5.71 5.675.37 5.50
5.27
5.61 5.59
5.31
1
4
7
Identifying a small and concrete number of
development goals after each coaching session
Basing feedback on concrete examples of behavior rather
than general examples
Following through on agreed-upon actions from coaching
interactions
Asking probing questions to understand the true cause of
the challenges I face
Listening and understanding my point of view first
Tailoring feedback to my unique needs and
communication style
ACME Inc. Benchmark
10
Customer Contact Council ™
Coaching Throughout the Sales Process
Sales ProcessSales Process
Allocation of Coaching within the Sales Process
Opportunity Identification:
• Deciding if a customer interaction presents a good opportunity for a sale
• Asking qualifying questions and properly diagnosing the sales opportunity
• Mapping customer needs to my company's products and services
Opportunity Identification:
• Deciding if a customer interaction presents a good opportunity for a sale
• Asking qualifying questions and properly diagnosing the sales opportunity
• Mapping customer needs to my company's products and services
Opportunity Pursuit:
• Articulating the value of the offering to the customer
• Responding to customer questions/objections/concerns
• Providing additional information to help a customer understand the offer
Opportunity Pursuit:
• Articulating the value of the offering to the customer
• Responding to customer questions/objections/concerns
• Providing additional information to help a customer understand the offer
Opportunity Closing Stage:
• Closing the sale
• Explaining terms and conditions to the customer
• Establishing next steps and setting customer expectations after the sale
Opportunity Closing Stage:
• Closing the sale
• Explaining terms and conditions to the customer
• Establishing next steps and setting customer expectations after the sale
Ongoing Sales Activities:
• Sharing my peers' best sales practices with me
• Helping me explain my best sales practices to my peers
• Helping me learn to use systems to support my sales efforts
Ongoing Sales Activities:
• Sharing my peers' best sales practices with me
• Helping me explain my best sales practices to my peers
• Helping me learn to use systems to support my sales efforts
22.6%24.5%
29.6%
23.4%22.6%
28.7% 28.8%
19.9%
0%
20%
40%
Opportunity Identification
Opportunity Pursuit Opportunity Closing Stage
Ongoing Sales Activities
ACME Inc. Benchmark
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Customer Contact Council ™
Deciding if a customer interaction presents a good
opportunity for a sale (or cross-sell or up-sell)
Asking qualifying questions and properly diagnosing the sales
opportunity
Mapping customer needs to my company's products and
services
Articulating the value of the offering to the customer
Responding to customer questions/objections/ concerns
Providing additional information to help a customer understand
the offer
Closing the sale
Explaining terms and conditions to the customer
Establishing next steps and setting customer expectations
after the sale is complete
Sharing my peers' best sales practices with me
Helping me explain my best sales practices to my peers
Helping me learn to use systems to support my sales
efforts
5.55
5.75
5.95
6.15
6.35
5.85 5.95 6.05 6.15
Coaching Throughout the Sales Process
Lower Rep Perception of Effectiveness Higher
Rep
Per
cep
tio
n o
f Im
po
rtan
ce
Sales ProcessSales Process
Effectiveness vs Importance of Sales Coaching Activities
Interpretation Guide
Sales activities located in the upper left portion of the graph are those reps believe to be important and they are relatively well coached in these areas.
Activities in the lower left of the graph are those that reps believe to be less important and they receive relatively less effective coaching in these areas.
Interpretation Guide
Sales activities located in the upper left portion of the graph are those reps believe to be important and they are relatively well coached in these areas.
Activities in the lower left of the graph are those that reps believe to be less important and they receive relatively less effective coaching in these areas.
Lower
Higher
Legend
♦ Opportunity Identification
■ Opportunity Pursuit
▲Opportunity Closing
● Ongoing Sales Activities
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Customer Contact Council ™
Sales Qualification vs. Sales ConversionSkill vs. Deal-Level CoachingSkill vs. Deal-Level Coaching
Sales Coaching BlendsComparison of ACME Inc. and the Benchmark
Sales Qualification
Identifying good sales opportunities and understanding customer needs
Sales Conversion
Mapping customer needs to our products and closing the sale 44.7% 46.3%
55.3% 53.8%
0%
50%
100%
ACME Inc. Average
Benchmark Average
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Customer Contact Council ™
Distribution of Sales Coaching Effectiveness This graphic maps the sales coaching effectiveness rating that employees assign their individual supervisors. In this graphic:
• green indicates high-quality sales coaching
• white indicates neutral sales coaching
• red indicates low-quality sales coaching
This graphic maps the sales coaching effectiveness rating that employees assign their individual supervisors. In this graphic:
• green indicates high-quality sales coaching
• white indicates neutral sales coaching
• red indicates low-quality sales coaching
Effectiveness DistributionEffectiveness Distribution