{"id":1283,"date":"2016-05-26T10:22:40","date_gmt":"2016-05-26T14:22:40","guid":{"rendered":"https:\/\/www.peaksalesrecruiting.comblog\/effective-onboarding-process\/"},"modified":"2018-01-31T19:40:47","modified_gmt":"2018-01-31T19:40:47","slug":"effective-onboarding-process","status":"publish","type":"post","link":"https:\/\/www.peaksalesrecruiting.com\/blog\/effective-onboarding-process\/","title":{"rendered":"The 6 Elements of an Effective Sales Onboarding Program"},"content":{"rendered":"<p><img alt=\"Sales Onboarding Process\" class=\"aligncenter wp-image-14029\" decoding=\"async\" fetchpriority=\"high\" height=\"400\" sizes=\"(max-width: 600px) 100vw, 600px\" src=\"https:\/\/media.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/Sales-Onboarding-Process.jpg?strip=all\" srcset=\"https:\/\/media.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/Sales-Onboarding-Process.jpg?strip=all 1697w, https:\/\/www.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/1_Sales-Onboarding-Process-300x200.jpg 300w, https:\/\/www.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/Sales-Onboarding-Process-768x512.jpg 768w, https:\/\/www.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/1_Sales-Onboarding-Process-1024x682.jpg 1024w, https:\/\/www.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/Sales-Onboarding-Process-750x500.jpg 750w, https:\/\/www.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/Sales-Onboarding-Process-1000x666.jpg 1000w, https:\/\/www.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/Sales-Onboarding-Process-500x333.jpg 500w\" width=\"600\"\/><\/p>\n<p><strong><i>Implementing a \u2018pre-hire program\u2019, being consistent, establishing a mentoring program, defining success, and creating a sales playbook reduces ramp time and sets new hires up for continued success.<\/i><\/strong><\/p>\n<p>No matter the size of an organization, hiring the right people and developing them so that they can achieve their true potential are arguably the most critical activities a business leader must undertake \u2013 after all you are only as good as the people you hire (thanks Ray Kroc). As a long time sales leader in Oracle, and now as a business owner, I have invested hundreds of hours in creating and executing recruiting strategies to attract and hire top talent. Unfortunately, I see new and experienced sales leaders alike make a common mistake when hiring. They neglect the need to implement and maintain a structured and rigorous onboarding program.<\/p>\n<p><span style=\"font-weight: 400;\">The true success of each new employee is largely determined by how well they are engaged and developed both in the short and long term, and an onboarding process provides the foundation in which this can be achieved. Unfortunately it is quite often the case that new sales professionals are not provided the platform or resources to be as successful as their potential suggests. Most often this is due to a lack of a structured engagement model and inconsistencies in commitment levels across the sales organization. However, with a defined training and onboarding strategy, including commitment from all lines of business, a great onboarding process can be implemented that decreases ramp time and enhances productivity.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><a href=\"https:\/\/blog.bridgegroupinc.com\/2015-research-saas-and-the-ae\/isr-role\" rel=\"noopener\" target=\"_blank\"><span style=\"font-weight: 400;\">2015 Inside Sales for SaaS report published by the Bridge Group<\/span><\/a><span style=\"font-weight: 400;\">, highlights that the average ramp time for new hires has increased over the last few years from 4.2 months to 5.3 months. When you consider that the research also notes the average tenure of individuals with 1-2 years prior experience is 26 months, 5 months ramp time is too long. The goal for sales leaders and front line managers is to enable and ramp new hires in the shortest period of time to ensure more consistent productivity and higher revenue generating activities.<\/span><\/p>\n<h2><strong>To increase new rep productivity and decrease ramp up time, here are six\u00a0key things\u00a0that sales leaders need to know when developing their sales onboarding process.<\/strong><\/h2>\n<h3><strong>1. Start the Onboarding Process Before Their First\u00a0Day:<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Once a candidate has passed through <\/span><a href=\"\/sales-interviewing-questions\/\"><span style=\"font-weight: 400;\">the interview<\/span><\/a><span style=\"font-weight: 400;\"> and assessment process and has accepted your offer of employment, this can be the perfect time to start the onboarding process through a \u2018pre-hire program\u2019. A pre-hire program sets the stage for the rest of the onboarding regime by keeping the candidate engaged and motivated right up to \u2018 day 1\u2019 of their new career. Think customer experience for employees.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The pre-hire program is an opportunity to further highlight your company\u2019s mission and value proposition for the new rep. This can be achieved through customer testimonials, pre-recorded earnings or all hands calls and office visits. The pre-hire phase can also be a great opportunity to introduce a new team member to a mentor, gamification platform or a private social group on LinkedIn to share ideas, ask questions, or get to know their new peers if there are multiple new hires starting at the same time. Since these are not full-time team members just yet, hiring managers have to respect the new team member\u2019s time and not inundate them with too much information.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s helpful a list of <\/span><span style=\"font-weight: 400;\"><a href=\"\/six-onboarding-tools-to-train-new-sales-hires\/\">proven sales onboarding tools<\/a>.<\/span><\/p>\n<h3><strong>2. Be Consistent:<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">\u201cHas this experience been consistent with my expectations?\u201d is a question new employees ask themselves throughout the career journey: from interview, to offer acceptance, to the first weeks on the team. One of the most effective ways to meet a new employee\u2019s expectations occurs when your onboarding process is structured and consistent.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Consistency can be achieved through several vehicles, but starts with the business units that will interact with the new employee, and having them agree upon the onboarding process and how success will be measured. Once this is achieved, welcoming the new hire and setting expectations is key. One of the most effective and easiest ways my teams have used include providing the new team member with a welcome package that includes branded gifts and a welcome letter outlining what to expect in the coming days\/weeks\/months. In addition to providing the new salesperson with welcome package, we paired them with a proven mentor who personally welcomed the new hire and introduced them to the rest of their new team and key stakeholders on the salesforce. These are just a few activities that need to be completed to ensure consistency and leave new hires feeling excited about closing their first deal.<\/span><\/p>\n<h3><strong>3. Establish a Formal Mentoring Program:<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Instituting a formal mentor\/prot\u00e9g\u00e9 program is a great way to accelerate a new hire\u2019s growth within any new role that they assume. In addition to welcoming the new hire on day 1, the mentor has a critical role to play in accelerating a new hire\u2019s professional development. World-class sales organizations integrate the mentor into the formal onboarding process and use their expertise to help determine specific objectives that the new hire is expected within the first 30, 60, and 90 days, in addition to having them explain why the objectives need to be achieved.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The mentor\u2019s job is to review and verify the new hire\u2019s understanding of their objectives, and should meet with the hire\u2019s direct manager either weekly or bi-weekly to ensure the new hire is transitioning well into the role. It is best practice to have the most tenured or successful member of the team be the designated mentor, but it is important to note how long it\u00a0has\u00a0been since they have been exposed to the current hiring process. Results might be better if the mentor is a recent hire who has excelled and is fully aware of the onboarding process that the new hire is about to experience.<\/span><\/p>\n<blockquote>\n<p><span style=\"font-weight: 400;\">\u201cWorld-class sales organizations integrate the mentor into the formal onboarding process and use their expertise to help determine specific objectives that the new hire is expected within the first 30, 60, and 90 days, in addition to having them explain why the objectives need to be achieved.\u201d<\/span><\/p>\n<\/blockquote>\n<h3><strong>4. Define Success:<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Define success criteria and share it early with the new hire. This will provide them further clarity and understanding of their role within the team and the broader organization. If there are situations where a new team member is unsure if they are performing well or meeting expectations, this will only lead to disengagement or lack of focus on the most important business metrics. It is essential that sales leaders ensure new hires have a sound understanding of the full sales cycle, including how marketing and sales\/business development score leads, and the criteria that is used to evaluate a qualified opportunity. One of the biggest aspects that sales managers overlook when defining what success looks like to a new hire is how customer success is defined for specific products or services. New reps and BDRs need a high-level and detailed explanation of what success looks like at each level of the sales cycle, and this comes in the form of a \u2018sales playbook\u2019.<\/span><\/p>\n<blockquote>\n<p><span style=\"font-weight: 400;\">\u201cOne of the biggest aspects that sales managers overlook when defining what success looks like to a new hire is how customer success is defined for specific products or services.\u201d<\/span><\/p>\n<\/blockquote>\n<h3><strong>5. Create a Sales Playbook:<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">A sales playbook defines the attributes of ideal prospects and existing customers and provides the new team member with specific product knowledge, selling approaches and key selling activities that the organization\u2019s top salespeople use to win accounts and how the new hire can replicate that success within their own territory.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An effective sales playbook provides a detailed understanding of each customer persona along with specific talking points that are proven to engage prospects in meaningful conversations about pain points and product\/service solutions. Combined, this information and knowledge will allow the new team member to qualify\/disqualify opportunities more efficiently and prioritize prospects that are willing and able to take action on a business challenge. Furthermore, a consistent, repeatable, and scalable sales approach produces greater forecast accuracy and provides new hires the tools required to penetrate accounts as quickly and effectively as possible during the initial ramp time.<\/span><\/p>\n<h3><strong>6. Resource Management:<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">As technically savvy Millennials and Generation Zers will soon make up the majority of today\u2019s workforce, sales technology and productivity tools will be cornerstones in every salesperson\u2019s sales toolbox (they already should be). And with hundreds of technological options available for salespeople to engage more efficiently with prospects, the desire by many sales managers is to stack their teams and new hires with all of the latest innovations. Sales leaders need to approach these new technologies with caution though, since more tools does not necessarily equate success. Effective sales managers assess and prioritize <\/span><a href=\"\/take-the-2015-sales-management-tools-survey\/\"><span style=\"font-weight: 400;\">tools and technologies that have the most impact<\/span><\/a><span style=\"font-weight: 400;\"> and narrow their team\u2019s focus to these only. Three tools which need to be present in a sales force\u2019s technology stack are: CRM, email automation, and business development.<\/span><\/p>\n<h3><strong>Capitalize on your new employee\u2019s energy and enthusiasm to make their number.<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Every new hire that joins your organization brings an undeniable amount of energy, enthusiasm, and an appetite to learn. By implementing a consistent approach to sales onboarding that happens from the moment the offer is accepted, the ability to engage, develop, grow, and retain top performers is increased ten-fold.<\/span><\/p>\n<p> relpost-thumb-wrapper <\/p>\n<div class=\"relpost-thumb-wrapper\"><!-- filter-class --><\/p>\n<div class=\"relpost-thumb-container\">\n<h3>Related posts<\/h3>\n<div style=\"clear: both\"><\/div>\n<div style=\"clear: both\"><\/div>\n<p><!-- relpost-block-container --><\/p>\n<div class=\"relpost-block-container\"><a class=\"relpost-block-single\" href=\"https:\/\/www.peaksalesrecruiting.com\/blog\/saas-sales-training\/\"><\/p>\n<div class=\"relpost-custom-block-single\" style=\"width: 150px; height: 215px;\">\n<div aria-hidden=\"true\" class=\"relpost-block-single-image\" role=\"img\" style=\"background: transparent url(https:\/\/g9d6c5a5.rocketcdn.me\/wp-content\/uploads\/2023\/10\/training-150x150.jpg) no-repeat scroll 0% 0%; width: 150px; height: 150px;\"><\/div>\n<div class=\"relpost-block-single-text\" style=\"font-family: ProximaNova, sans-serif;;  font-size: 15px;  color: #6eba57;\">The 3 Best SaaS Sales Training Programs Available Online<\/div>\n<\/div>\n<p><\/a><a class=\"relpost-block-single\" href=\"https:\/\/www.peaksalesrecruiting.com\/blog\/create-your-hiring-strategy\/\"><\/p>\n<div class=\"relpost-custom-block-single\" style=\"width: 150px; height: 215px;\">\n<div aria-label=\"Two people in business meeting with iPad in the background.\" class=\"relpost-block-single-image\" role=\"img\" style=\"background: transparent url(https:\/\/g9d6c5a5.rocketcdn.me\/wp-content\/uploads\/2023\/11\/hiring-strategy-150x150.jpg) no-repeat scroll 0% 0%; width: 150px; height: 150px;\"><\/div>\n<div class=\"relpost-block-single-text\" style=\"font-family: ProximaNova, sans-serif;;  font-size: 15px;  color: #6eba57;\">Create Your Hiring Strategy: Answer These 5 Questions Before You Make a Hiring Move<\/div>\n<\/div>\n<p><\/a><a class=\"relpost-block-single\" href=\"https:\/\/www.peaksalesrecruiting.com\/blog\/how-to-train-sales-team\/\"><\/p>\n<div class=\"relpost-custom-block-single\" style=\"width: 150px; height: 215px;\">\n<div aria-hidden=\"true\" class=\"relpost-block-single-image\" role=\"img\" style=\"background: transparent url(https:\/\/g9d6c5a5.rocketcdn.me\/wp-content\/uploads\/2023\/09\/train-sales-team-150x150.jpg) no-repeat scroll 0% 0%; width: 150px; height: 150px;\"><\/div>\n<div class=\"relpost-block-single-text\" style=\"font-family: ProximaNova, sans-serif;;  font-size: 15px;  color: #6eba57;\">7 Tips on How to Train Your Sales Team for Success \u2014 And Measure Your Results<\/div>\n<\/div>\n<p><\/a><\/div>\n<p><!-- close relpost-block-container --><\/p>\n<div style=\"clear: both\"><\/div>\n<\/div>\n<p><!-- close filter class --><\/div>\n<p> close relpost-thumb-wrapper <\/p>\n<div class=\"abh_box abh_box_down abh_box_business\">\n<ul class=\"abh_tabs\">\n<li class=\"abh_about abh_active\"><a href=\"#abh_about\">About<\/a><\/li>\n<li class=\"abh_posts\"><a href=\"#abh_posts\">Latest Posts<\/a><\/li>\n<\/ul>\n<div class=\"abh_tab_content\">\n<section class=\"vcard abh_about_tab abh_tab\" style=\"display:block\">\n<div class=\"abh_image\"><img decoding=\"async\" alt=\"\" class=\"avatar avatar-80 photo\" height=\"80\" src=\"https:\/\/media.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/1_ccd08f1de76ba2f1cf820b18e69dc158s80ampdmmamprg.jpg?strip=all\" srcset=\"https:\/\/www.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/1_ccd08f1de76ba2f1cf820b18e69dc158s160ampdmmamprg.jpg 2x\" width=\"80\"\/><\/div>\n<div class=\"abh_social\"> <\/div>\n<div class=\"abh_text\">\n<h3 class=\"fn name\"><a class=\"url\" href=\"https:\/\/www.peaksalesrecruiting.com\/author\/ebebbtcorp-com\/\">Eliot Burdett<\/a><\/h3>\n<div class=\"abh_job\"><\/div>\n<div class=\"description note abh_description\"><\/div>\n<\/div>\n<\/section>\n<section class=\"abh_posts_tab abh_tab\">\n<div class=\"abh_image\"><img decoding=\"async\" alt=\"\" class=\"avatar avatar-80 photo\" height=\"80\" src=\"https:\/\/media.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/1_ccd08f1de76ba2f1cf820b18e69dc158s80ampdmmamprg.jpg?strip=all\" srcset=\"https:\/\/www.peaksalesrecruiting.com\/wp-content\/uploads\/2024\/01\/1_ccd08f1de76ba2f1cf820b18e69dc158s160ampdmmamprg.jpg 2x\" width=\"80\"\/><\/div>\n<div class=\"abh_social\"> <\/div>\n<div class=\"abh_text\">\n<h4>Latest posts by Eliot Burdett <span class=\"abh_allposts\">(<a href=\"https:\/\/www.peaksalesrecruiting.com\/author\/ebebbtcorp-com\/\">see all<\/a>)<\/span><\/h4>\n<div class=\"abh_description note\">\n<ul>\n<li> <a href=\"https:\/\/www.peaksalesrecruiting.com\/blog\/sales-follow-up-statistics\/\">31 Must-Know Sales Follow-Up Statistics for 2024 Success<\/a><span> &#8211; December 21, 2023<\/span> <\/li>\n<li> <a href=\"https:\/\/www.peaksalesrecruiting.com\/blog\/7-success-characteristics-that-define-top-performers\/\">7 Success Characteristics That Define Top Performers<\/a><span> &#8211; December 19, 2023<\/span> <\/li>\n<li> <a href=\"https:\/\/www.peaksalesrecruiting.com\/blog\/5-reasons-your-top-employees-quit-stop-doing-this-to-stop-them-leaving\/\">5 Reasons Your Top Employees Quit (Stop Doing This to Stop Them Leaving)<\/a><span> &#8211; December 14, 2023<\/span> <\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<\/div><\/div>\n<p><span class=\"et_social_bottom_trigger\"><\/span> <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Implementing a \u2018pre-hire program\u2019, being consistent, establishing a mentoring program, defining success, and creating a sales playbook reduces ramp time and sets new hires up for continued success. No matter the size of an organization, hiring the right people and developing them so that they can achieve their true potential are arguably the most critical<\/p>\n<div><a class=\"text-primary mt-2\" href=\"https:\/\/www.peaksalesrecruiting.com\/blog\/effective-onboarding-process\/\">&#8230;continue reading <span class=\"sr-only\">&#8220;The 6 Elements of an Effective Sales Onboarding Program&#8221;<\/span><\/a><\/div>\n","protected":false},"author":10,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"limit_modified_date":"","last_modified_date":"","cybocfi_hide_featured_image":"","footnotes":""},"categories":[11],"tags":[],"class_list":["post-1283","post","type-post","status-publish","format-standard","hentry","category-onboarding"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.peaksalesrecruiting.com\/wp-json\/\/wp\/v2\/posts\/1283"}],"collection":[{"href":"https:\/\/www.peaksalesrecruiting.com\/wp-json\/\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.peaksalesrecruiting.com\/wp-json\/\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.peaksalesrecruiting.com\/wp-json\/\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.peaksalesrecruiting.com\/wp-json\/\/wp\/v2\/comments?post=1283"}],"version-history":[{"count":0,"href":"https:\/\/www.peaksalesrecruiting.com\/wp-json\/\/wp\/v2\/posts\/1283\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.peaksalesrecruiting.com\/wp-json\/\/wp\/v2\/media?parent=1283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.peaksalesrecruiting.com\/wp-json\/\/wp\/v2\/categories?post=1283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.peaksalesrecruiting.com\/wp-json\/\/wp\/v2\/tags?post=1283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}