Learning behaviours change but the need for knowledge in sales is greater than ever

In this series of posts I’m going to explore some of the key developments in Sales, which currently exercise the minds of sales leaders, CMOs, product managers and business leaders – and discuss possible solutions. I’ll start in this post with ‘Changed learning behaviours’ and in subsequent blogs we’ll look at:

  • Information overload and digital sales playbooks
  • Selling is a team sport
  • The much vaunted demise of PowerPoint to support customer conversations
  • Spiralling budgets for digital sales resources

The way people learn is changing

Sales people won’t take classroom training or do eLearning any more. What’s happened?

It appears in an age where we can ‘google’ to find out how to do something or watch a video on YouTube, many of us have lost the habit of reading through materials to accumulate and store knowledge.

The preference now is to search for bite sized pieces of knowledge when we need it, consume that information there and then, and perform the task.

Sales people are no different. In fact, many of them are at the extreme end of the ‘spend less time learning and more time doing’ spectrum!

Customers expect more from their conversations with sales people

But here’s the problem. These days, as everyone knows, before you get your first conversation with a buyer, he or she has done loads of research using the Web. Start searching for a solution to a business problem and very soon your inbox will be awash with white papers and free ‘how to guides’ from vendors.

As a result, when a buyer is finally ready to talk to a sales person, they now expect much more from the conversation. They expect sales people to know about companies like theirs and the markets they operate in. Buyers want to learn something useful from the sales person about their situation, options for addressing the challenges they face, how other companies like theirs have adopted new approaches or technology, etc.

Need for knowledge has never been greater – but how?

So the need for sales people to have deep knowledge of customers and how to solve their problems has never been greater.

But how do we get that knowledge into the heads of sales people as they prepare for their next call or meeting with a customer, if they won’t read materials and store knowledge?

Just-in-time learning and sales playbooks

What if we could give salespeople access to relevant learning, on-demand when it’s needed? Some people are calling this ‘just-in-time learning’.

One form of just-in-time learning that’s been around for a number of years is ‘guided selling’, usually delivered in the form of a ’sales playbook’.

Sales playbooks are designed to equip sales people with the critical chunks of knowledge they need to successfully interact with customers at different points along the sale. They are typically organised by stage in the sales process, making it easy for sales people to access just-in-time learning for the call, meeting or communication they are focused on now.

There’s a critical distinction to be made here. Some playbooks just articulate a way of selling (sales methodology). What I’m talking about here is a sales playbook that combines guidance on what you’re meant to be doing at a particular point in the sales process with what you should know about the typical customer, their challenges, questions to ask, how to position your company and products etc.

If you want to see what one of these just-in-time learning, sales playbooks looks like and how you build one, I’m going to be running a series of Webinars on this later in the summer – ping me on LinkedIn or via the BPM website if you’re interested in joining one of these.

What about digital?

Traditionally, sales playbooks have been delivered as PDF documents but the arrival of HTML5 has spawned a new generation of ‘digital sales playbook’ that delivers a far more engaging experience including on screen filtering of content, video, interactive tools to help you prepare for meetings and calls, etc.


Next week: Solving information overload with digital sales playbooks… 

Simon Daggett

Marketing Director - Leading High-Performance Teams

7 年

Great insight. Providing the right content, at the right time, in the right way is not just a requirement of the sales person to a prospect / customer but equally important is it's delivery from sales training / marketing to the sales person.

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Robin Griffiths

Founder and Head of Strategy at BPM Works

7 年

I like the term you use Shawnna - 'deeply knowledgable'. Buyers can now get a lot of information on how to solve a problem and the options available to them from the web (can any of us remember how in the past we had to pick up the phone and call a vendor?!). So if a sales person is to get a buyer's attention early in the buying process they have to offer extra, deeper knowledge.

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Shawnna Sumaoang

Vice President | Demand + Customer + Community Expert | Host of the Sales Enablement PRO and Win/Win Podcast

7 年

Great article, Robin! Information overload and a shortage of time are two key reasons why both buyers and sellers ‘self-educate’ in bite-sized snippets at the time they need the info. This is precisely why digital sales playbooks are a must for a modern seller. Sellers are required by buyers to be deeply knowledgeable about their product, the market, and the pains specific to the buyer’s scenario—across several different scenarios. Sellers need to be armed as best as possible to handle these interactions, but they need to know that they are getting the most relevant information based on the specific selling scenario, and that it’s worked before in similar scenarios. The best playbooks serve up the best information to use at the best time, and also prove to the seller that they can be confident using it, and provide bite-size training on how to use it.

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Craig Penfold

We help technology businesses tell their story and attract customers

7 年

Great article Robin. I totally agree that a sales play book which succinctly articulates a company's value proposition in language that engages a target customer is a powerful pre-sales tool. Delivering it digitally means it means it will be more compelling, easier to keep fresh and will scale efficiently.

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Orhan Dayioglu

Seller Effectiveness Experte, Mehrwert im Kundenkontext, Erfolgreicher im Kundendialog

7 年

Robin Griffiths's insight to enable sales teams delivering content in context is one of the most wanted things across the Showpad customer base. And sales playbooks are a great way to get both internal and external customers follow Marketing teams on this path with ease. We see great examples at bioMérieux, Atlas Copco or BNP Paribas . The days of information armageddon are coming to an end...

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