![]() Share the main selling points (including the unique selling proposition) and what client pain points it addresses. Discuss the technical aspects of the product or service in terms of features, benefits, what it does, and how it works. ![]() This training can occur through various means, including one-to-one training with a product expert, seminars, online training modules, or shadowing another employee.īelow are some things you should include when conducting product or service training for new team members: Training should be provided that narrows in specifically on the product or service new sales reps will be selling. Product & Service Training for New Sales Reps This might require sales employees to work longer hours during that time period and shorter working hours during other time periods.Ĥ. Discuss any operational adjustments required due to seasonal changes, e.g., you may have a “busy season” where most of your revenue is generated.Go over what the typical day-to-day sales operation is like as well as significant milestones such as month-end, quarterly, and year-end procedures.Review the sales culture of your organization in terms of working environment, communications, collaboration, and team dynamics.Review the sales department’s organizational chart.Show the new hire important spaces such as the break room, restrooms, cafeteria or kitchen, and where to get office supplies.Tour the department and make introductions.Sales manager sends a new employee announcement, and welcome email to members of the department.However, it may also be done by an experienced employee assigned to be the new sales rep’s mentor for a time period, such as the first 30 to 90 days.īelow are some things to consider when onboarding new employees to your sales operations process: The sales manager usually does operational training. The next training that should be provided to new sales reps is reviewing your overall sales operations in general. Alternatively, your business could extend a monetary tech allowance, so distributed team members can choose and purchase equipment on the road or at home. Discuss company policies and expectations for the use of company technology, equipment, and supplies.įor remote workers and distributed teams, you’ll need a system for sending equipment or having them pick it up, along with a step-by-step guide to help them set it all up at their home.Provide an overview of how to use the equipment, software, apps, any available instructional materials or cheat sheets, and who to ask if they need help.Video conferencing applications such as Zoom.Productivity apps like or Microsoft 365.File-sharing applications such as Dropbox or SharePoint.Team messaging software and apps like Slack.Voice-over-internet-protocol (VoIP) phone.Project management tools (often included in CRM software).Your customer relationship management (CRM) system.Install needed software and apps and create a user account for company and team collaboration software, such as:.Review how to access voicemail, record greetings, and settings such as placing a caller on hold, transferring a call, do not disturb (DND), and other often-used features.Assign a phone extension or number and add the new hire to the company directory.Create an email account for the new hire.Provide and set up mobile devices like a laptop, smartphone, or tablet and associated apps and accounts.Set up workstation hardware and equipment, such as desktop, mouse, printer, and an extra monitor.Not only will doing this get your new rep up and running more quickly, but it also makes them feel more welcome and saves valuable time during onboarding and sales training. Hence, an essential part of onboarding is setting up the new hire’s workstation, technology, and access to apps and accounts in advance. Many sales reps will need to use company computers, mobile phones, tablets, and other devices, as well as apps for each device. ![]()
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