Marketing Team Becomes Customer Focused

The Challenge: The marketing team was designing sales campaigns for the sales team to perform against. They had no previous sales experience, yet their role involved ‘coaching’ the sales team in communicating the value of the offering to customers. A definite gap existed in their understanding of a sales mindset. Additionally, they recognised a need to enhance their influencing skills for facilitating more effective meetings and communicating with other departments for campaign approval.

The Solution:

  • Strategic Consultation
  • An interactive workshop was designed in consultation with management
  • Workshop and follow-up activities were designed and delivered to enhance the marketing team’s communication and influencing skills
  • Key outcome was to create specific sales-thinking focus for non-sales (no direct customer interaction) roles

The Results: The marketing team experienced increased respect and effectiveness in dealing with the sales team as reported by the team, their manager and the sales team. Additionally, they reported greatly improved meeting facilitation, and consistent first-draft approval of campaigns by the legal team (which previously had taken up to four submittals with the resulting time delays in launching campaigns within a tight window of time).

5 Step Sales Process for Mobile Phone Sales Boosts Results

The Challenge: Inbound and outbound contact centre sales staff required elevated customer communication sales skills to increase sales results and consistency.

The Solution:

  • Strategic Consultation
  • Diagnostic interviews and call monitoring revealed a lack of consistent process and customer engagement in their customer conversations.
  • Existing reps were trained in the 5 Step Sales Process in half-day workshops over a 5 month period. This delivery mode was selected to manage service levels and allow reps to implement skills phase-by-phase.
  • New induction groups attended the program as a 2-day workshop after three months in the role.
  • Additionally, Team Leaders participated in a learning pathway to enhance their sales leadership skills.

The Results: Overall centre results were increased beginning with the launch of training with the first quarter results being measured across all sales measurement areas: low, average and high performers increased to target an average of 28%, 34% and 38% respectively; and in the last quarter of the year had increased 35%, 39% and 42% respectively.

Customer Service Centre Skills Training Yields Sales Wins

The Challenge: A large, multi-city customer service contact centre consisted of service-oriented staff who were being asked to sell additional services to existing customers on incoming service calls. The selling focus had been previously announced and launched with inconsistent results due to a large proportion of staff feeling great resistance to the idea of selling. No sales communication training had been provided due to budget and service level constraints.

The Solution:

  • Strategic Consultation
  • Phase 1:
    • Diagnostic interviews with Team Leaders
    • Phased Learning Pathway was designed and delivered to each of three contact centres.
    • Team leaders participated in a series of linked 1-day workshops to build sales management capability, focussing on communication and coaching skills for their teams.
    • Phase 1 occurred one year prior to sales communication workshops with their teams.
  • Phase 2:
    • Diagnostic interviews were conducted with a sample of contact centre staff from each of 3 centres to determine the most effective training content that could be delivered briefly due to the overwhelming difficulties of maintaining service levels.
    • A half-day workshop that focused on shifting mindset and motivation about sales, and aligned with personal values was delivered.
    • One-on-one coaching was given to selected team members.

The Results:

Phase 1: Confidence and skills with leading teams was increased greatly, and nationally the budget target for new acquisitions was exceeded by 15%.

Phase 2: Both confidence in spotting opportunities and consistency in extending offers to customers increased dramatically. Budgets were exceeded by between 27% and 46.5% (across the three centres) during the year of the training and coaching.