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© 2021 Saleshood and DSG. All Rights Reserved |
Transforming Your Managers from
Super Reps to Super Coaches
Elay Cohen Tanner Mezel
© 2021 Saleshood and DSG. All Rights Reserved |
A Day in the Life of a “Sales” Manager
“The most critical asset in driving sales performance…
and the least prepared and trained for the job.”
Territory
Planning
Performance
Management
Sales
Reporting
Sales Strategy
Execution
Leverage
Resources
Training
Account Retention
Opportunity
Management
Pipeline
Development
Sales Forecast
Sales Team
Recruitment
© 2021 Saleshood and DSG. All Rights Reserved |
I talk to…
EVERYONE
EVERY DAY
ABOUT EVERYTHING
© 2021 Saleshood and DSG. All Rights Reserved |
© 2021 Saleshood and DSG. All Rights Reserved
© 2021 Saleshood and DSG. All Rights Reserved |
ROSL
© 2021 Saleshood and DSG. All Rights Reserved |
Sales Leader = “Super Rep”
No Leverage = Little ROSL
© 2021 Saleshood and DSG. All Rights Reserved |
Maximizing ROSL
Example ROSL Formula
the financial return in enhanced sales
team performance divided by the cost
of the manager
• How do I PLAN to achieve ROSL?
• How do I COACH to achieve ROSL?
• How do I ORGANIZE to achieve ROSL?
© 2021 Saleshood and DSG. All Rights Reserved |
Our Coaching Window
Invest Time Here
Happy with
Results Here
Today Quarter/Year
Inspection Window
Planning & Coaching Window
ABILITY
TO
INFLUENCE
FORECASTED CLOSE DATE
© 2021 Saleshood and DSG. All Rights Reserved |
Sales Operating System
Sales Planning
Funnel Health
Sales Execution
Team Development
A cadence of account and opportunity planning supported by
1-1 coaching to generate new opportunities.
A standardized framework for
coaching how-to develop a healthy
funnel of opportunities to meet or
exceed targets.
1-1 coaching and co-selling to help sellers plan,
qualify, manage and win more business.
1-Team training and talent management
best practices that ensure sales teams
have the knowledge and skills
required to succeed
Global
Sales
Leadershi
p
System
© 2021 Saleshood and DSG. All Rights Reserved |
Sales Coaching Playbook
Coaching & Management Cadence
Coaching guides
• Sales Conversation Prep
• Pipeline Review
• Account Review
• Opportunity Review
Coaching plan
Coaching best practices
Linkage to reports and dashboards
in CRM
Recruiting & Team Development
© 2021 Saleshood and DSG. All Rights Reserved |
Coaching Cadence
10
TIMING VP SALES SALES MANAGER
Quarterly
• National QBR (Top Down)
• Top X Account Review
• National QBR (Top Down)
• Regional QBR (Bottoms Up)
• Top X Account Review
• Pipeline Review (Next 2 Quarters)
Monthly
• 1:1 Team Development
• Top X Account Review (2:2)
Semi-Monthly
• Regional Update / Business
Review
• WW Sales Call
• Regional Update / Business Review
• Top X Opportunity Review (2:2)
Weekly
• 1:1 Opportunity, Account or Territory
Coaching
• 1:1 Pipeline coaching as needed
© 2021 Saleshood and DSG. All Rights Reserved |
Coaching & Training Cadence
(Mo. 1)
Week
1
Week
2
Week
3
Week
4
Top X Selections
Submitted
Monday Thursday
Wednesday
Tuesday Friday
Top X Coaching (Based on Top X Selections)
Funnel Coaching Calls (Earlier the Better)
Coaching Plan
Completed
Team Training
QPR
• Top X Account plan review meetings, as needed
• Win Strategy calls as they arise
1:1 Coaching (Based on Coaching Plan)
Catch-up Week, Monthly Close-out, Reporting as required
Example
© 2021 Saleshood and DSG. All Rights Reserved |
Week
1
Week
2
Week
3
Week
4
Monday Thursday
Wednesday
Tuesday Friday
Top X Coaching (Based on Selections)
Team Training
• Top X Account plan review meetings, as needed
• Win Strategy calls as they arise
1:1 Coaching (Based on Coaching Plan)
Catch-up Week, Monthly Close-out, Reporting as required
Coaching & Training Cadence
(Mo. 2 & 3)
Example
© 2021 Saleshood and DSG. All Rights Reserved |
What is a Coaching Guide?
• Offer thought-provoking questions
focused on critical discussion
themes and topics.
• Guides define the purpose,
schedule, and leader preparation
required.
A collection of high-value questions that can help the salesperson think differently and more
strategically about their situation.
© 2021 Saleshood and DSG. All Rights Reserved |
Top 4 Coaching Guides
© 2021 Saleshood and DSG. All Rights Reserved |
60-day cycles of manager enablement by learning topic
Implementation
Step 1 - Live Virtual Launch (by
topic)
Step 2 – Coaching Mastery Through
Continuous Learning
Challenges
On-Demand Training
Training-in-
a-box
Best Practice
Sharing
Coaching &
Certification
© 2021 Saleshood and DSG. All Rights Reserved |
60-Day Learning Cycles
Example Topics for 60 or 90 Day Cycles
Building
pipeline
Accelerating
sales cycles
Coaching to
the message
Leveraging CRM
& dashboards
Balancing
strategic vs
tactical
Recruiting
talent
Increasing
forecast
accuracy
Improving deal
conversion
Leveraging
QBRs to drive
sales focus
Leading high-
impact
performance
reviews
Driving account
expansion
Ramping up
new hires
© 2021 Saleshood and DSG. All Rights Reserved |
© 2021 Saleshood and DSG. All Rights Reserved |
Manager Coaching Boosts Pipeline
29%
Increase in Close
Won Deals
211
Coaching
Conversations
TOP USE CASES
• Territory Planning
• Account Planning
• Coaching Huddles
• Social Selling Training
• Prospecting Training
5X
Increase in
Pipeline
Sarah Fricke
Global Enablement Manager
© 2021 Saleshood and DSG. All Rights Reserved |
Free Consultation & Software Trial
• Process
• Templates
• Consulting
• Engagement
• Accountability
• Impact
© 2021 Saleshood and DSG. All Rights Reserved |
CORRELATE To Prove Revenue Outcomes
Visualize, trend, benchmark and correlate all
enablement activity to sales performance data.
DATA
VISUALIZER
EXECUTIVE
DASHBOARDS
REPORT
BUILDER
CORRELATION
ANALYSIS
EXPORT API
© 2021 Saleshood and DSG. All Rights Reserved |
COACH
RECOMMENDATIONS
VIDEO & CALL COACHING
TEAM HUDDLES
COACHING TO DO’S
CORRELATE
SELLER SCORECARDS
CONTENT EFFECTIVENESS
COHORT ANALYSIS
AUTOMATED DASHBOARDS
PRESENTATIONS
CONTENT SHARING
GUIDED SELLING
WIN STORIES
SELL
LEARN
VIDEO ROLE-PLAY
JUST-IN-TIME LEARNING
LEARNING MANAGEMENT
SKILLS LIBRARY
Sales Enablement Platform
© 2021 Saleshood and DSG. All Rights Reserved |
Thank you
Elay Cohen Tanner Mezel

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From Sales Manager to Sales Leader: How to Build a High-Performance Coaching Culture

  • 1. © 2021 Saleshood and DSG. All Rights Reserved | Transforming Your Managers from Super Reps to Super Coaches Elay Cohen Tanner Mezel
  • 2. © 2021 Saleshood and DSG. All Rights Reserved | A Day in the Life of a “Sales” Manager “The most critical asset in driving sales performance… and the least prepared and trained for the job.” Territory Planning Performance Management Sales Reporting Sales Strategy Execution Leverage Resources Training Account Retention Opportunity Management Pipeline Development Sales Forecast Sales Team Recruitment
  • 3. © 2021 Saleshood and DSG. All Rights Reserved | I talk to… EVERYONE EVERY DAY ABOUT EVERYTHING
  • 4. © 2021 Saleshood and DSG. All Rights Reserved | © 2021 Saleshood and DSG. All Rights Reserved © 2021 Saleshood and DSG. All Rights Reserved | ROSL
  • 5. © 2021 Saleshood and DSG. All Rights Reserved | Sales Leader = “Super Rep” No Leverage = Little ROSL
  • 6. © 2021 Saleshood and DSG. All Rights Reserved | Maximizing ROSL Example ROSL Formula the financial return in enhanced sales team performance divided by the cost of the manager • How do I PLAN to achieve ROSL? • How do I COACH to achieve ROSL? • How do I ORGANIZE to achieve ROSL?
  • 7. © 2021 Saleshood and DSG. All Rights Reserved | Our Coaching Window Invest Time Here Happy with Results Here Today Quarter/Year Inspection Window Planning & Coaching Window ABILITY TO INFLUENCE FORECASTED CLOSE DATE
  • 8. © 2021 Saleshood and DSG. All Rights Reserved | Sales Operating System Sales Planning Funnel Health Sales Execution Team Development A cadence of account and opportunity planning supported by 1-1 coaching to generate new opportunities. A standardized framework for coaching how-to develop a healthy funnel of opportunities to meet or exceed targets. 1-1 coaching and co-selling to help sellers plan, qualify, manage and win more business. 1-Team training and talent management best practices that ensure sales teams have the knowledge and skills required to succeed Global Sales Leadershi p System
  • 9. © 2021 Saleshood and DSG. All Rights Reserved | Sales Coaching Playbook Coaching & Management Cadence Coaching guides • Sales Conversation Prep • Pipeline Review • Account Review • Opportunity Review Coaching plan Coaching best practices Linkage to reports and dashboards in CRM Recruiting & Team Development
  • 10. © 2021 Saleshood and DSG. All Rights Reserved | Coaching Cadence 10 TIMING VP SALES SALES MANAGER Quarterly • National QBR (Top Down) • Top X Account Review • National QBR (Top Down) • Regional QBR (Bottoms Up) • Top X Account Review • Pipeline Review (Next 2 Quarters) Monthly • 1:1 Team Development • Top X Account Review (2:2) Semi-Monthly • Regional Update / Business Review • WW Sales Call • Regional Update / Business Review • Top X Opportunity Review (2:2) Weekly • 1:1 Opportunity, Account or Territory Coaching • 1:1 Pipeline coaching as needed
  • 11. © 2021 Saleshood and DSG. All Rights Reserved | Coaching & Training Cadence (Mo. 1) Week 1 Week 2 Week 3 Week 4 Top X Selections Submitted Monday Thursday Wednesday Tuesday Friday Top X Coaching (Based on Top X Selections) Funnel Coaching Calls (Earlier the Better) Coaching Plan Completed Team Training QPR • Top X Account plan review meetings, as needed • Win Strategy calls as they arise 1:1 Coaching (Based on Coaching Plan) Catch-up Week, Monthly Close-out, Reporting as required Example
  • 12. © 2021 Saleshood and DSG. All Rights Reserved | Week 1 Week 2 Week 3 Week 4 Monday Thursday Wednesday Tuesday Friday Top X Coaching (Based on Selections) Team Training • Top X Account plan review meetings, as needed • Win Strategy calls as they arise 1:1 Coaching (Based on Coaching Plan) Catch-up Week, Monthly Close-out, Reporting as required Coaching & Training Cadence (Mo. 2 & 3) Example
  • 13. © 2021 Saleshood and DSG. All Rights Reserved | What is a Coaching Guide? • Offer thought-provoking questions focused on critical discussion themes and topics. • Guides define the purpose, schedule, and leader preparation required. A collection of high-value questions that can help the salesperson think differently and more strategically about their situation.
  • 14. © 2021 Saleshood and DSG. All Rights Reserved | Top 4 Coaching Guides
  • 15. © 2021 Saleshood and DSG. All Rights Reserved | 60-day cycles of manager enablement by learning topic Implementation Step 1 - Live Virtual Launch (by topic) Step 2 – Coaching Mastery Through Continuous Learning Challenges On-Demand Training Training-in- a-box Best Practice Sharing Coaching & Certification
  • 16. © 2021 Saleshood and DSG. All Rights Reserved | 60-Day Learning Cycles Example Topics for 60 or 90 Day Cycles Building pipeline Accelerating sales cycles Coaching to the message Leveraging CRM & dashboards Balancing strategic vs tactical Recruiting talent Increasing forecast accuracy Improving deal conversion Leveraging QBRs to drive sales focus Leading high- impact performance reviews Driving account expansion Ramping up new hires
  • 17. © 2021 Saleshood and DSG. All Rights Reserved |
  • 18. © 2021 Saleshood and DSG. All Rights Reserved | Manager Coaching Boosts Pipeline 29% Increase in Close Won Deals 211 Coaching Conversations TOP USE CASES • Territory Planning • Account Planning • Coaching Huddles • Social Selling Training • Prospecting Training 5X Increase in Pipeline Sarah Fricke Global Enablement Manager
  • 19. © 2021 Saleshood and DSG. All Rights Reserved | Free Consultation & Software Trial • Process • Templates • Consulting • Engagement • Accountability • Impact
  • 20. © 2021 Saleshood and DSG. All Rights Reserved | CORRELATE To Prove Revenue Outcomes Visualize, trend, benchmark and correlate all enablement activity to sales performance data. DATA VISUALIZER EXECUTIVE DASHBOARDS REPORT BUILDER CORRELATION ANALYSIS EXPORT API
  • 21. © 2021 Saleshood and DSG. All Rights Reserved | COACH RECOMMENDATIONS VIDEO & CALL COACHING TEAM HUDDLES COACHING TO DO’S CORRELATE SELLER SCORECARDS CONTENT EFFECTIVENESS COHORT ANALYSIS AUTOMATED DASHBOARDS PRESENTATIONS CONTENT SHARING GUIDED SELLING WIN STORIES SELL LEARN VIDEO ROLE-PLAY JUST-IN-TIME LEARNING LEARNING MANAGEMENT SKILLS LIBRARY Sales Enablement Platform
  • 22. © 2021 Saleshood and DSG. All Rights Reserved | Thank you Elay Cohen Tanner Mezel