Implement a Coaching Strategy
All too often, sales managers think that having routine check-ins with their sales team counts as providing a coaching strategy. However, a plan has to be put in place for real progress to happen. For example, there are certain steps that must be followed to implement an effective coaching strategy that leads to improving skills and landing conversions. Here’s a breakdown of what a holistic coaching strategy includes:- Setting Goals: You can’t just set a quota and expect people to meet it. Instead, set clear goals that outline what needs to be achieved and help formulate a plan to accomplish it.
- Expose Shortcomings: If there are issues with a salesperson’s performance, you have to expose their shortcomings and develop ways to combat bad performance and behavior.
- Observe and Identify: This may involve mock phone calls or role-playing sales scenarios to identify where root issues live and how to begin correcting mistakes.
- Provide Correction: To fix sales problems, it’s best to implement learning activities that help sales reps put the correct action into place and get a feel for learning new methods.
- Final Evaluation: Once new standards are introduced, sales managers need to evaluate behavior and actions to ensure that progress is being made. This can be done through mock phone calls, listening in on sales calls, or repeating role-playing exercises.
Build Individual Success Plans
After coaching sessions prove successful, sales managers can build individual success plans for their sales reps to help put them on a better trajectory. Most of the time, sales managers make a mistake by following sales performance data and comparing their team’s progress to results as a whole. Unfortunately, data solutions offer no support for individual success plans and instead focus on overall funnel benchmarks that don’t necessarily relate to singular efforts. Once again, sales managers cannot rely on quotas as a marker for high performance and selling behaviors. So, the only recourse is to develop success plans for each sales member and measure their progress according to a set of ideal standards. These may include things like…- How many leads they gained each week
- What sources were leads captured from
- How many demos were given
- What kinds of engagement efforts did they use
- How many conversions were landed each week









