Learn about what sales onboarding is, why it's important, and how to implement a successful sales onboarding program for your business.
December 2, 2022
A modern sales onboarding plan builds a connection between you and your new employee. Investing in their training shows them that their work matters and that you want to help them succeed.
But you can't build this connection without carefully constructing your onboarding plan first. If you push new sales reps to start calling prospects too quickly or overburden them with training materials, they can get discouraged and may end up quitting. Moreover, replacing them will far exceed the cost of improving your sales onboarding plan.
Keep reading to learn how to onboard salespeople successfully, so they feel confident in their role, helping your business clear revenue targets faster.
Many stages of the onboarding process are rich opportunities to build a relationship with your sales reps. Consider these steps as a sales onboarding checklist to help you optimize every stage.
The sales onboarding process doesn't start on an employee's first day — it begins with their first impression of your company. The hiring experience can influence the way an employee perceives their job.
To give a great impression during the hiring process, keep these points in mind:
After extending a job offer, hiring managers should stay in touch regularly with the new recruit. This makes new members feel more welcome in your company and gives them someone to answer any questions they may have.
New employees are always nervous about their first day. Keeping them in the loop about what to expect will help them have a smooth onboarding process. Some things to do in preparation for their first day include:
You can make your sales onboarding program more enjoyable and engaging if you incorporate technology correctly. Here are some ideas you can try while training new salespeople:
Employees will perform better if they're confident that they understand your product, how you set yourself apart from competitors, and what customers love about your brand. Here are some ideas that can help new employees learn about your products:
Correctly pacing the sales onboarding process is a tricky challenge. Fortunately, data from past onboarding experiences can help you figure out the right milestones to set. Make sure you communicate these markers clearly with the new hires and give them the guidance they need to meet them.
Here are some tips to ramp up new employees appropriately:
New employees can quickly settle into their role if they have a senior employee they can talk to. There are two ways you can help them foster this relationship: shadowing and mentorships.
A shadowing program lets new hires understand how your best employees do their job. This helps them set personal goals to aspire to. Here are some shadowing activities you can offer new hires:
Setting up new hires in a formal mentorship shows that you're investing in their career progression. Many employees will appreciate knowing that they matter to your company. Here are some ideas to effectively implement your mentorship program:
The onboarding process is only one aspect of building relationships with your prospects. You can close even more sales by connecting with the right prospects for your business. Book a meeting with our experts to learn how The Sales Connection can connect you with the perfect sales representatives for your company and boost your sales.
Kayvon Kay
Kayvon has over two decades of experience working with high-level closers and perfecting his sales methodologies. He has earned the title of Canada’s #1 pharmaceutical sales representative and continues to share his expertise as a keynote speaker and through his multi-million-dollar coaching program.
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