sales onboarding best practices

Publish Date: 4th Feb, 2021
Publish By: Sagar Pradhan, Growth Marketer

In simple terms, sales onboarding is an informative program. It provides newly recruited sales reps with the right and required knowledge. It also assists the sales reps on how to leverage the sales efforts with the provided sales tools. Hence, it is essential to understand and follow sales onboarding best practices

An onboarding program should be defined well. As it will allow sales reps to learn with a defined objective & detailed material available across the organization. This entire process ensures that all sales reps have what they require. So, they can achieve their sales quotas & now that they are ready to pitch online. 

A substantial sales on-boarding program should provide the sales reps with a strong. Also a clear, and definite working method. To help them gain more confidence and credibility in their work role, boosting the team’s overall sales success. 

Sales Onboarding Best Practices 

An on-boarding process effectively implemented from scratch can improve sales opportunities. To also close more deals & perform better sales pitch. 

Here are a few best practices for sales onboarding for your organization. It makes us one of the best alternatives and competitors to allego.

– Create a company story 

– Provide perfect communication 

– Focus on the right customers

– Check the process 

– Offer continuous support 

– Give engaging training formats 

Create a company story:

The clarity in objectives is vital in this stage for building your brand’s story. What are your organization’s values? Have you defined the mission and the vision statements ?
Your thoughts on the organization’s core offerings?
How is your organization differentiated from your competition? 

Getting concrete solutions to all these questions. As it is essential at this stage of the online onboarding process. Your sales reps must be aware of all these things before approaching a new buyer. Without this, there will be no clarity in communication and lead to confusion by sharing inappropriate details.  

Provide better communication:

Once the objective is crystal clear, the communication should also be the same. It should be clear, concise, and easy to understand both internally and externally. New reps must also be trained in a similar format so that the messaging across the entire team is consistent. 

The onboarding process should provide essential messaging tips. Basically, for the various sales situations, challenges, problems, and opportunities. It is one of the crucial steps which form the fundamentals of sales onboarding best practices.  

Focus on the right customers:

Understanding and identifying the right customers for any business is fundamental. Your entire efforts, time, and work are involved in this process. If you work on the wrong set of prospects, you will have to make a fresh start & it can be tiresome and frustrating. 

Hence, knowing the right customer base for your offering is essential. Build sample profiles of buyers that nearly match the product offering and add industries and personalities. 

Learning the art of picking up and choosing the right potential buyers is a good work approach to help new sales reps understand the process effectively & hence be practice. When in doubt, refer to your buyer persona. 

The process matters: 

Refer to the whitepapers, manuals, other documents, and papers, material for onboarding, etc. Have a centralized messaging system that will assist in improving the result of the process effectively. 

The simple and effective system will help your sales reps be more confident when their sales process begins, assisting them to review, go back & check what is required at that moment. Hence, studying the work process and the approach is essential for the sales team’s smooth functioning & enabling drive results. 

Offer continuous support:

The sales readiness platform must standardize your messaging as it is the first step towards sales improvement and retention. The team must provide on-going support internally & externally. The sales reps, as well as the new clients on board. 

Give engaging training formats: 

Taking the help of technology, you can create an engaging and exciting online onboarding experience. It includes techniques like – microlearning, gamification, and eLearning. As it helps you present information in various formats & keeps new hires engaged in the long run. Also, improving the process of the sales pitch to the next level. 

In this read, you understood how a consistent behavior model makes the onboarding process run smoothly & what role the sales onboarding best practices play. Hence, the organization should not ignore the part of communication and clear messaging in onboarding.


Online Onboarding with best alternatives and competitors to allego

Awarathon is a complete sales readiness platform. It offers sales onboarding and sales training features, which improve sales productivity effectiveness. It is one of the best alternatives and competitors to allego.

Awarathon offers a customer-friendly platform with its interactive dashboard & insightful analytics to track your sales reps’ performance and make sure your sales team is on the right track. 

Awarathon comes with many power-packed features, including an advanced AI indexer, robust sales reports, sales performance integration, in-app feedback, complete data security, and customer support.   

Schedule a demo to check how Awarathon can assist your organization in improving your sales onboarding online.

Can sales onboarding decrease ramp time?

Yes, sales onboarding can decrease the ramp time. 

An average ramp time for new sales reps is generally between 10-14 months. At the same time, an effective onboarding program can improve the onboarding process and decrease ramp time. As it uses techniques that include the following:

  • The setting of Goals.
  • A robust, defined, and repeatable process.
  • The resources are accessible with ease. 
  • The firm’s experience. 

What are the perks of a sales-specific onboarding program? 

  1. According to CSO Insight, Organizations that implement a successful sales onboarding program observe 6.7% growth in quota attainment and lower turnover rates. 
  2. As per SHRM, Firms with a standard onboarding process see 50% more productivity from hires, which are new and enhance employee engagement. 
  3. As per SHRM, Companies with ineffective onboarding lose about 17% of the new hires in the initial three months. 

Effective Sales Onboarding with best alternatives to Allego 

The Awarathon’s sales readiness platform provides training and onboarding features as well. It includes effectiveness in overall productivity and boosts efforts. 

Awarathon has a user-friendly dashboard that is easy to use, navigate and track everything you want at your fingertips. It includes right from sales rep progress to the onboarding module to training and many more.

It makes us one of the best alternatives and competitors to allego.

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