5 Reasons to Automate Sales Methodology and Take Your Sales to the Next Level

There comes a time when businesses grow and mature to the extent that it makes sense to ditch the informal ad hoc ways of a startup and standardise functions and processes.

The freedom and flexibility of how work gets done is often favoured over the negative-sounding corporate way of doing things, such as adopting company-wide systems and procedures. True, each business unit, function, and location have subcultures within the overarching corporate culture that give those groups a tight-knit feeling and identity. However, they cannot be subordinate to or in conflict with the culture, goals, and objectives of the broader organisation. That includes getting on board with new initiatives, such as automating a new sales methodology.

Impact of Automating Your Sales Methodology

The figure below from Revegy, Richardson Sales Performance’s CRM enablement partner, illustrates the impact that automating your sales methodology can have on increasing win rates while reducing losses and no decisions. While Group A realised improvements in all categories and increased incremental revenue, Group B suffered from old habits and failed to sustain what success they had.

As with any change, you’ll need to anticipate hearing “That’s not how we do things here” and be prepared to counter those objections with sound reasons to get in line, including not only benefits to the sales organisation and company but also the individual sales reps.

5 Reasons to Automate Your Sales Methodology

Here are five reasons to automate the sales methodologies in your organisation:

1.    Drive adoption of new behaviours enterprise wide.

You have just made a significant investment to improve an important sales process, such as opportunity pursuit or strategic account management. Presumably, these changes will benefit all sales groups throughout your organisation, not just one small faction.

E-mails, webinars, and town hall meetings are all important to communicate what’s changing and why. But the fastest and most effective way to drive adoption and make the change stick is to embed the new behaviours directly into your CRM workflow. Design and install a new system, and then equip your team to execute the process face-to-face with customers.

2.    Improve sales force productivity and effectiveness.

Who are your star performers — the sales reps who consistently meet their numbers, make sales to your target customers, and build and sustain relationships beyond the transaction? What do they do that you can leverage across your sales force?

Use their successes to identify best practises within your organisation. Then, rev up your content creation by producing thought leadership that all sales reps can use with their clients and prospects. Add it to your website and promote it through e-mail, Facebook, LinkedIn, Twitter, and the like, and encourage your sales reps to share it with their connections. Build case studies that demonstrate how your company and services add value to its clients.

Do all of these things in partnership with Marketing. But most importantly, centralise this initiative! Otherwise, you lose the benefit of productivity when each unit produces their own, thus reinventing the wheel; wasting time, effort, and resources; and diluting your brand. If everyone tries to do their own thing, then no one gains.

3.    Improve usability, adoption, and data quality of CRM.

“Garbage In = Garbage Out” is alive and well! Your sales reps should take advantage of your CRM system and use it as an asset, from capturing and maintaining contact details in one place to integration with your sales funnel and business stats.

Fragmented sales organisations allow sales reps to store their contacts in Outlook, spreadsheets, and Rolodexes. This promotes the notion that contacts are the salesrep’s and not the organisation’s. Squelch this mindset so that you and your sales force can use your cumulative data to your advantage. Otherwise, how else can you know or appreciate the full extent of your connections within a client company, industry, or geography? It reduces the need for duplicate entries (in local and enterprise systems) and fosters a healthier approach toward client management.

4.    Give sales leaders clear visibility into the adoption and the effectiveness of their strategic initiative.

Sales leaders don’t just want anecdotal evidence that their initiative is working, they want robust reporting capabilities that allow them to take the pulse of the sales organisation when they wish — not just at the end of a sales cycle.

In addition to the sales figures and forecasts, it also lets them see who is using the system, how often, and for what purposes. If there’s a gap in use among a swath of sales reps, find out why and fix it. This might sound Big Brother-ish, but that’s part of the employer-employee relationship.

5.    Improve the overall odds of success and ROI of a change initiative.

Once you commit to a new system, the timetable for adoption should be ASAP! You’ll want to reduce or totally eliminate the lag time between your sales reps learning the system in training and then using it on the job. Evidence shows that we don’t easily absorb what we learn, and that of the things we do learn, we begin to forget them over time if not applied and used. Reference tools during process training for the new initiative and train on tools in parallel so that sales reps are ready to use them as soon as they return to work.

As the figure above shows, it is possible to turn a haphazard approach to selling into a more methodical, leveraged, and deliberate one that produces better results. Your change in win/loss rates should reflect the ROI in your investment, as well as improved no decisions.

Finally, it is important to recognise that different stakeholders will have different perspectives and expectations on automation:

• Sales reps want a user-friendly front end and will resist something they view as pointless or bureaucratic.
• Sales managers value robust reporting that will allow them to see what’s working and what isn’t and adjust as necessary.
• Sales leaders expect more accurate forecasting, better sales funnel data, and better results for their efforts and expense in adopting the new system.