Professional Documents
Culture Documents
Kate Worlton-Pulham,
AllenComm Performance Strategist
01 03 04
The Promise of Sales The Pitfalls of Sales The Trajectory of Sales
Enablement Enablement Enablement
06 08 09
Analysis before Training, Technology, and Training
Analytics Assets
13 18 23
Technology Assets Incite a Tailored Strategy
for Sales Enablement
24 25 26
Reverse Engineer to A Needs Analysis to About
Revenue Transform the Whole
Organization
THE PROMISE
which to thrive. Even fewer sales enablement sys-
tems cater to the buyer’s success as well. The optimal
OF SALES
solution manages what both buyers and sellers need
to target their business goals. In doing so, no longer
do sales team members need to fend for themselves
PITFALLS
do not have to involve a complete overhaul of your
current process. The remedies can fit within and
augment the best parts of your system.
ENABLEMENT
es these common challenges by tailoring a strategy
designed for the organization alone. A sales enable-
ment solution should optimize these three things:
the organization’s ability to innovate, scale, and
“A sales enablement solution should optimize
make the impact they want to make.
the organization’s ability to innovate, scale, and
make the impact they want to make.”
TRA JECTORY
Sales enablement is always about revenue, not sell-
ers. With boots on the ground, this actually means
that sales enablement is about the buyer.
• Understand how content is used, in what geographic location, by which buyers, for how long, etc.
• Report on how content is used at which stage of their buying process and against which sales out-
comes
Analysis-driven
While analytics based on machine learning and AI can accelerate the sales process, the capacities of analytics
can be limited if it’s jumpstarted too soon. In short, analytics can miss some crucial context if a human needs
analysis isn’t done first. Quantitative data and qualitative data must work in symbiosis to create the most re-
sponsible pool of information from which the enablement solution derives. The combination of empirical data
with a nuanced analysis of qualitative factors such as company culture, training states, technology experience,
asset relevance, social patterns, and the subsequent execution of the recommendations will maximize the effec-
tiveness of analytics later in the sales enablement initiation process.
ANALYTICS
because analytics has its best chance after the needs
analysis recommendations have been executed.
Needs Analysis
Accelerates Sales
Maximizing sales enablement means accelerating
ramp-up time, enriching buyer engagement, and,
thereby increasing competitive win rates. These are
all performance-based, so the strategy first needs to
map performance. Any other solution—analytics or
otherwise—established before a needs analysis may
be misguided and may miss opportunities that are
unique to the organization. A tailored needs analy-
sis as the first step produces a tailored sales enable-
ment strategy. A needs analysis will tell the story of
why people need what they need, why they use what
they use, and equally why they don’t use or need
certain insights. A needs analysis dissects the or-
ganization’s productivity, metrics, skill development,
asset usage, asset redundancy, training relevance,
competency, and so forth. It then knits that matrix
of performance information together into a solution
calculated to upsurge the organization’s revenue.
1 Customer value-based vs. product-based. The needs analysis strategy studies the needed cus-
tomer impact in terms of the customer’s challenges, strengths, potential, projections, sightlines,
and culture. This solidifies existing value and reveals many otherwise unseen opportunities. Con-
versely, the gates shut early for a solution focused only on a product.
2 Highest-impact, tailored content vs. the best of what’s available. A needs analysis will recom-
mend and produce only purposeful, made-to-measure assets, tech, and training. Otherwise, sell-
ers have to make do with generic content that doesn’t meet their individualized needs.
3 Recommendations vs. undirected searching. The needs analysis recommends to sellers how
and when to use directed content, rather than providing the sellers with a pool of content through
which to wade in search of an asset they hope might benefit the buyer.
4 Conversations vs. speculations. An organizational performance strategist can design the sales
win pathway based on live conversations with focus groups, stakeholders, and team members re-
garding on-the-job experiences, actions, reactions, thoughts, patterns, and affiliations. The shades
of information gleaned from a needs analysis conversation become the shades of information in
the strategy. The conversations then can become fruitful, value-based interactions to design the
right sales enablement KPI strategy. Otherwise, the solution would rely only on guesswork.
5 Specificity vs. assumption. With an analysis, sellers can meet the specific needs of a particular
client in the present and anticipate the client’s needs in the future. Without this analysis, orga-
nizations can only align with past experience in the wider industry, risking not only generic and
non-competitive strategies but also the hidden dangers of assuming that past solutions for others
are the right solution for them.
6 Desired behavior change content vs. all-purpose content. Fueled by research and analysis, con-
tent is designed for real-time, desired behavior change and performance improvement, rather
than content that is potentially outdated, all-purpose, and/or speculative.
Performance Mapping
TRAINING Performance mapping is the first step in sales en-
ablement needs analysis and leads to learner train-
ing aimed at the organization’s desired business im-
pact. The training is based on changing behaviors
to a state that will accomplish the desired business
goal and ensure increased revenue. The analysis will
consider questions like:
• Where does your sales process bottle-
neck?
While sales coaching training commonly involves mentor and communication development skills,
AllenComm has learned from experience with firms in the finance, retail, IT, and food industries that all
have unique needs and pressures with which to negotiate. For instance, one client in the retail industry
needed coaching training for sales managers with a spectrum of backgrounds and contexts that would
factor into the desired behavior change. Accordingly, the web-based design provided a variety of real-life
sales coaching scenarios aimed at various competency states with instructive feedback.
JUST-IN-TIME
In just-in-time training, the immediate context of the specific learner governs the training design,
whether that is for specific buying scenarios, seller training profiles, stakeholder personas, product up-
dates, and, as a rule, for mobile (79% of sales field learners are using mobile training). Sellers can waste
a disheartening amount of time hunting for the right training, therefore the sales enablement needs
analysis would advise which training should be served up to sellers at which specific stage of the buying
process. While technology allows learners to pull training at will based on their self-identified needs,
technology also allows training to be pushed to them, based on their preferences and searches. Because
the training is tailored to their context, sellers also ramp up much faster. Accordingly, the training can
be served up in micro bits, micromodules, with other microlearning features, as needed.
For a global electronics manufacturing leader, AllenComm assessed that their sellers needed to be en-
abled to diagnose complex technological problems and guide buyers through nuanced purchasing deci-
sions and quickly all within a limited time frame. The best training for their sellers would be just-in-time
web-based training micromodules, toolkits, motion graphics, and job aids that the sellers could consume
on their mobile devices at a moment’s notice to use in the real world.
With a different client in the retail industry, our analysis taught us that they needed microbursts of
training to enable retail managers and associates to build better relationships with customers. Together,
we created a mobile-friendly micromodule platform with multiple simulated customer interactions.
GAMIFICATION
Gamification can resonate particularly with sellers, who are likely wired to thrive in a competitive en-
vironment. As an added bonus, gamification often necessitates score-keeping and recording, so it yields
useful data which can feed into the organization’s performance reports.
With a client in the information technology industry, performance mapping told us that the organi-
zation’s 300,000+ employees needed to communicate one brand story. The gamification provided in-
teractive decision points with immediate results, cognitive tasks that built results, and score pages with
flexible performance results searches. The organization now benefits from the deeper alignment between
sales and marketing and the ensuing uptick in win rates.
BRAND
Brand training should be defined by identifying the buyer: whom the supplier serves and with what
offering. When two or more organizations merge, the result can be a confluence of ideas, traditions,
standards, practices, and interpretations of know-how. Subsequently, a new brand and messaging train-
ing can quickly become necessary. In one such case with a client in the IT sector, a needs analysis by
AllenComm revealed that when three organizations merged, the best method for brand training was to
Brand training also enables sales by allowing sellers to build their own brand story then practice how to
share it in various buyer scenarios. For a client in the health foods organization, the training pathway
gradually built sellers’ confidence and ownership over the value they personally offer.
Other Recommended
Features of Sales
Enablement Training
Existing platforms can be maintained, added to, A needs analysis accepts the mandate to preserve
evolved, or revolutionized, as needed. AllenComm the organization’s and the training’s scalability. In
has worked with several clients in various indus- the case of a client who was a global auto manufac-
tries who have had their own learner platform. We turer with tens of thousands of learners and several
worked with their platform without compromising autonomously managed plants, each with its unique
the functionality, brand, or learner experience. set of needs, the enablement design needed to al-
low for as few or as many plants chose to partici-
Likewise, existing curricula should be able to be
pate. Likewise, the design needed to allow for many
updated and curated in terms of launching the sell-
learner groups or just one learner group. The rec-
ers toward meeting the buyers’ changing business
ommendation can scale to fit the client’s demand,
needs.
scope, schedule, and specific context. It can scale
Automated assessments and certification speed big and involve the entire organization in a cultur-
the ramping process because sellers can be more al shift initiative, or scale small and train just one
readily aware of their aptitude and where im- group at one plant.
provements can be made. Because training should
In sum, with these training methods and features,
meet a specific business goal, assessments, while
buyers will see your sales team members as trust-
non-threatening and feedback-instructive, should
ed advisors and adjuncts to their goals, rather than
be designed for competency, not just completion.
just sales reps. If designed for impact, the training
“Designed for competency, not just completion.” should move both the seller and buyer forward in
tandem toward sale completion.
RELEVANCE
The platform provides up-to-date, relevant, and effective assets. The community of sellers and client
users can rate and input comments from sales and client users and can benefit from asset consumption
analytics.
COLLABORATION
No next-level needs analysis is required to determine that seller collaboration forums are a good idea.
The methods by which they function, however, can yield different results. In this sales enablement man-
agement tool example, the collaboration forum can be tailored to what the analysis suggests will produce
the greatest innovation and efficiency. For example, collaboration regarding asset use, training, resource
sharing, best practices, tools, performance supports, and so forth can be among sellers, among teams,
and/or among departments. In addition, even broadly distributed sales teams can benefit from feeling
connected. Because the collaboration forum can exist in real time, it is also a useful hub for real-time
coaching and mentoring so sales leaders can increase their visibility with sellers.
• LMS (Learning Management System). The analysis would suggest tech that augments the current
LMS, not necessarily provide a new LMS. With an integrated LMS, sales managers can track the us-
age of content and each step of training.
• DAM (Digital Asset Management). Again, technology can integrate with or enhance existing DAM plat-
forms. The integration should support as many systems and devices (desktop and mobile) to allow for
any seller situation—bundling assets as she prepares for a meeting at her desk, or grabbing an asset
on her phone as she’s walking into a meeting.
• CRM (Customer Relationship Management) (like Salesforce or Microsoft Dynamics). The integration
should allow for smooth content interactions.
• MAPs (Marketing Automation Platform) (like Marketo and Eloqua). This can manage not only content
but also persona building, list segmentation, lead scoring, campaign reporting by capturing content
engagement analytics for each lead who is using the content.
• Email to record activities automatically. About 80% of sellers spend over two hours a day communi-
cating via email (Salesforce.com).
• Other data sources and content repositories to retrieve external data and content (Google Drive,
Dropbox, Sharepoint, etc.) so the repository can land in one place for ease of use.
SCALABILITY
Whatever the asset management
tool, the technology solution
should tailor itself to the scale of
the organization. Maybe it’s fo-
cused, as with one AllenComm
client who needed a small-scale
portal for a job-aid repository. Or
maybe it’s broad, as with a recent
sales skills training client who
needed us to develop tech that
would support the whole buyer’s
journey. Whatever the scale, the
needs analyzed technology solu-
tion will accelerate the seller and
the buyer through the purchase
pathway and return the best rev-
enue.
• Incorporates scalability
• Reflect competitor intel and current industry, company, training, market news, and insights.
• Are proactive and not reactive. For example, a needs analysis of your assets can help manage them
so that they anticipate the buyer’s next step in the buying journey and deliver the asset to the buyer
before critical decision points, not after it’s too late.
• Are fit for purpose, either existing or newly created. For example, the analysis will consider if the proj-
ect will be an evolution of their existing assets in the form of an update, or a creation of new assets
after identification of gaps in the content inventory.
• Have a support system tailored to the business needs of the buyer that will maximize revenue.
For example, an AllenComm client in the manufacturing industry needed the organization of their
assets according to buyer persona, especially to help promote the latest offerings to sellers using the
platform. According to usage recommendations from the needs analysis, assets were bundled into what
they call “briefcases” corresponding with that buyer use case.
Bundles serve the buyer best when the search can be dynamic, intuitive, and in-content. When sellers
can also buyer-personalize their assets by filtering them by industry, market, buyer stage, stakeholder
This specialty food provider challenged AllenComm to create assets for sellers who had lackluster value
propositions and, hence, low buyer engagement rates. The solution needed to:
• Increase sellers’ confidence in the value they were offering and how to communicate that with
magnetic energy.
• Motivate (especially younger) sellers with memorable assets that made it easier to sell.
• Empower the sellers to want to consult with buyers to achieve buyers’ best interests.
Therefore, the solution included informative videos, motion graphics, image-rich job aids, audio inter-
actions, scenario videos, and interactive infographics.
When we performed an extensive needs analysis for a global auto manufacturer, we found from our
focus group interviews, surveys, discussions, and asset investigations that the company had no stream-
lined asset creation process and no asset management system. Different divisions, different departments,
different teams, were all creating masses of their own assets (unsystematic videos, podcasts, PDFs, in-
fographics, training, slide decks) and we found the assets were largely redundant, off-brand, and not
housed in one central location. Different departments were even using different learning management
systems for training, something we see often. Clearly, the action was to streamline the assets into a sin-
The client and its teams now enjoy an accessible repository that they trust is serving up current content,
with the brand, messaging, accuracy, footnotes, disclosures, and any other aspects updated and intact.
Sellers would benefit from other update features, such as a change log, easy-to-find insights, shareability
to reach the intended audience, notifications on updates to assets, products, language, and strategy.
3. Give feedback to content creators as to which asset is most useful and when.
Eventually, organizations will be able to identify trends by teams, documents, geographical locations, and stages
in the buyer’s process.
Sharing Assets
A needs analysis can reveal the best methods for sharing the assets efficiently, securely, and with optimal benefit.
For example, the analysis would consider if sellers have a number of options for sharing content—from email,
from the CRM, or from the platform itself, all with an embedded secure content link—to allow for flexibility
and to ensure that only the intended audience can view the shared content.
These asset management actions are all to ensure the optimal impact on revenue.
STRATEGY
their tech and training; perhaps another client needs
training and assets, but is happy with their tech; an-
FOR SALES
other possibly needs curation with assets and tech,
with a redesign of their training. Our experiences
confirm that the design that yields the greatest sales
ENGINEER TO
to that impact. Next, articulate the capabilities that
will facilitate that strategy. Finally, articulate that a
needs analysis will define the capabilities that are
AN ALYSIS TO
partnership between a needs analysis provider and
the sales organization who have a shared desire to
T RANSF OR M
accelerate a sales machine already in motion. The
process of a needs analysis establishes a twin invest-
T HE WHOLE
ment in a successful strategy that will transform the
organization, not just mend some of its sales and
O R GANIZATIO N
marketing parts.
Doing a sales enablement needs analysis first sets the organization up for previously unanticipated revenue
opportunities because it delves into the heart of what the people of the organization can accomplish, leverages
their talents, trains according to talent differentials, secures only those assets that drive revenue, accommodates
them with the right technology, and, ultimately, predicts unforeseen buyer wins.
2 https://www.saleshub.ca/blog/20-sales-enablement-statistics-you-cant-ignore
https://blog.hubspot.com/sales/sales-marketing-alignment-increases-revenue-infograph
ic#sm.0000gtoskgaohev9zyj1pf0875rk4
https://accent-technologies.com/blog/2016/02/03/10-surprising-statistics-on-sales-enablement-roi/
3 https://www.saleshub.ca/blog/20-sales-enablement-statistics-you-cant-ignore
https://accent-technologies.com/blog/2016/02/03/10-surprising-statistics-on-sales-enablement-roi
https://www.brainshark.com/resources
https://seismic.com/knowledge-center/what-is-sales-enablement/
4 https://accent-technologies.com/blog/2015/11/18/need-increase-sales-rep-selling-time/
5 https://www.siriusdecisions.com/blog/summit-2013-highlights-inciting-a-btob-content-revolution