Shawnna Sumaoang: Hi, and welcome to the Win-Win podcast. I am your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully.

Here to discuss this topic is Tom Brandon, the Director of Sales Enablement at OneSpan. Thank you for joining us, Tom. I would love for you to tell us about yourself, your background, and your role. 

Tom Brandon: Thanks for having me. I’m excited to be here. So I’m Tom Brandon. I’m the director of sales enablement at OneSpan, which is a workforce authentication, banking authentication, and digital agreements company.

I’ve been in the training and enablement field for way too long. I don’t want to say how many years it’s been, but started out as a technical trainer, doing all of the. Microsoft training, MCSC, MCP, MCT, Cisco training, delivering all of those, and eventually became a global trainer for a cybersecurity company, Trend Micro, took on their training teams, took on their development teams, and ran their global education department, was there for about 10 years.

Then moved on to another cyber security company, WebSense, which became Forcepoint, and took on their global education department, and eventually we branched off the sales and technical, and I continued on with their technical education and building out their programs. For almost 10 years as well. Then moved on again to another cyber security company, ReliaQuest, and was their VP of learning at ReliaQuest University.

And then finally here at OneSpan. I’ve been at OneSpan now for about a year and a half, really enjoying working with this company and the sellers and building out a true enablement. 

SS: I love that. Well, Tom, thank you again for joining us. You have extensive experience in designing and delivering learning programs. So what are some of your considerations when developing programs for these different teams across go-to-market like revenue and customer success teams? 

TB: That’s a great question because each team always has a unique focus and spin that you have to be aware of, but for me it really comes down to five main things.

What do they need to know? Why do they need to know it? When do they need to know it? How do they do it? And then who do they go to for any questions? And so everything that we’re doing focuses on those five main areas. And whether it be a simple microlearning, whether it be a full-fledged training, or it’s a communication that we’re sending out, those are things that I always focus on because.

If a sales rep or a customer success manager doesn’t know why a change was implemented or why pricing has gone up or when things go into effect or how to actually do something for our PS and our SE organizations, then they’re at a disadvantage and they’re not going to look good in front of their customers.

So those are the things that I usually focus on. Anytime we’re building out any type of communication enablement or training program.

SS: I think that’s great advice. Now, one thing that did catch my eye on LinkedIn was that you mentioned you actually rebuilt the onboarding program at one span to a flipped classroom model. For those that are maybe a little less familiar, can you explain what a flipped classroom model is? And can you tell us more about this effort and how your team brought it to life? 

TB: Absolutely. In traditional education, think about when you’re going to a university course, you go into the lecture and you have the professor that’s up there and they’re delivering their lecture content.

They probably delivered that hundreds of times for different classes. And it’s the exact same thing every time. And the students, then they take that information and then they go and they have to read some more. They have to do some worksheets and everything. And it’s It’s a one way data transfer, and it’s really not a great way for the students to learn and apply that information.

Whereas with the flipped classroom, the idea is that you give the students content ahead of time. You give them all of that, that learning, that book study that they need to be doing, and they prepare for the in-class session with all of that content. Now, when they’ve done that, the time with that expert, with that SME, now can be used for deeper engagement, for communication, for role plays, for a practical application of that content that they have just read about and they’ve gone through all that self-paced learning.

And then after class, this is where they can do some additional application of what they have practiced. in class, whether they have discussion forums or assessments or additional learning opportunities. And so it’s a way to not only get the information across, but have a two way communication with the students, which is going to help them to remember the content.

It also allows them an opportunity to practice in a safe environment and then gives them further opportunities outside of class to apply that knowledge. 

SS: Amazing. Well, I think it’s really cool what you guys are doing on that front. And you actually leverage the certifications in your onboarding program, as well as other ongoing learning programs. How have you used certifications to motivate learners and validate skills? 

TB: Well, the validation, that’s the easy part, right? That’s what certifications are all about, is validating that somebody knows a fact or is aware of a process or whatever it may be. The motivation, that’s the hard part, is trying to figure out how you can not only validate or assess but also get people excited about what they are learning about.

And this is really where things like setting up achievements for people, having specific goals that they can achieve, and then having some sort of reward for them, whether it’s digital or physical, whatever it might be. And this is also where you can start talking about. The idea of gamification or serious gaming as well.

For me, I’ve never been a big one on gamification. Let’s just put something into a game just so that people will go through the content and the game has nothing to do with the content that they’re going through. But serious gaming, something that is a practical application, something that is an experiential-based learning opportunity for them that then gives them an achievement once they have actually shown that they can perform some action, whether it’s delivering a pitch or whatever it might be.

But It shows them that they can be confident in what they are learning, that they are actually making progress and achieving. And so, you know, for me, it’s finding ways that you can do this serious gaming and provide achievements along the way. 

SS: I absolutely love that. Definitely, progress is a motivator, I think, for a lot of people. As you think about reps or go-to-market teams, oftentimes they are on the move and extremely busy. So how do you incorporate microlearning and agile curriculum methodologies into your learning programs? 

TB: We have all seen a decrease in our attention spans over the last several years. We’re so used to the quick hits and ever-changing content that’s put in front of us by social media that the traditional approach To lengthy training programs is not appropriate for our current audiences.

And so, looking at, one, an agile development framework is absolutely important, because if you look at the traditional approach for planning out curriculum development, it could take 3, 6, 9 months for a full-fledged course to be developed. In today’s fast-paced world, in 3, 6, 9 months, that product may not even be around anymore.

Nonetheless, people are interested in purchasing that product. And so the Agile development process, taking those Agile principles from software development and applying it to what we’re doing in curriculum development is absolutely critical. Setting up sprints and working very closely with development teams or with marketing teams and making sure that we are in lockstep together and releasing things at very short intervals. And those things that you’re releasing in those short intervals, whether it be one or a two-week sprint, now become those micro-learning pieces. And this is something that again, You know, with people’s attention spans, we need to be able to get quick hits out to people with the most important information and be able to share that with them on a continued basis so that they know that more information is coming. And that leads to kind of that idea of the just-in-time training as well. Get that information in front of people as they need it so that they can be prepared for whatever situation they’re facing. 

SS: Absolutely. What role would you say your enablement platform Highspot plays in helping you land these strategies?

TB: Highspot has been fantastic for this. One, it’s been our consolidation point for all of the content that we’ve had. I’m sure everybody that’s listening to this, they are facing this problem where you have content that is spread across so many different places, and sellers are saying, I don’t know where to go to find information.

And so having one definitive location where people can go and find the content has been a lifesaver for us. Second, is that it helps us with creating smaller micro-learning content and making that available to our sellers in an easy-to-consume format. And the third thing then is that it provides us with rich analytics so that we can see what is working and what isn’t.

We can see who is accessing it, who is not accessing it, and how well they’re performing. And it’s not just about the people taking it. But it’s helping us to determine if our content really hitting the mark. Is there something that we need to go back and revisit? There’s something missing or something that was mistaken in there.

And so from an enablement standpoint, not only is it a vehicle for us to get that content in front of our users, but it’s also a mechanism for us to ensure that we’re providing the best quality that we can to those people who are taking our enablement content. 

SS: Absolutely. I want to shift gears a little bit because I know that in order for enablement to be successful, you really have to have effective partnerships with key stakeholders across the organization.

I know for you as well, that one of the things that was important was transitioning enablement from being an order taker to really a consultative partner for the key stakeholders across the organization. How have you built effective partnerships with your stakeholders as you’ve implemented these learning programs?

TB: That’s a great question. One, as an enablement leader, I struggled with for a long time, is trying to get away from that order-taker mentality where people just come and say, we need training on this, go and create this training for us, to being that true consultative partner, where we are working hand in hand, with different departments to understand their needs and then to provide our recommendations for how we can help them to achieve those goals and needs that they have.

And when I came into OneSpan, we were really order takers. It was just people telling the enablement team, to go and make these trainings. And what we’ve had to do is we’ve had to transition in three main areas. One is that we have to prove our value. We have to show that we are true professionals in our craft and that we know what we’re doing.

Second, we have to build trust, and that means that we have to be working arm-in-arm with those leaders in other departments. We have to be there providing input, and we have to be listening to them as they’re telling us about their needs. And third, and perhaps the most important one, and this is one that I’ve really been focusing on the last several years, is that we have to become the communication hub.

There’s a lot of siloed information in every company, and that information is critical for the success of the company. We have to get it in front of the go-to-market teams. And so I see my role as a sales enablement expert here to find that information in the silos and then to share it out. And what that does is it allows us to get better visibility into what’s happening in the organization.

It allows us to ferret out where those problem areas are and to get the different departments working closer together. as well. And it all comes from that communication hub mentality. 

SS: Absolutely. I love that approach for gaining stakeholder buy-in and trust. You know, I know you talked a lot about how important kind of having that data and analytics set is along the way. In what ways do data and analytics also help you to enhance your continuous learning and reinforcements with your team? 

TB: So I’d say there are two main parts here. One is leveraging a model that gives us more information than just the smiley sheets at the end of training. We’re implementing the Kirkpatrick model of evaluations.

It’s a four-level model. And, you know, really quick, you know, the idea here is that at level one, you have your basic reactions, those smiley sheets, and people like the training. And usually, it’s, did they like the trainer rather than the training? The second level Is did they actually learn something? And this is where you can have quizzes that can determine this, or you can start looking at confidence and you can start doing things like before and after surveys.

And so you can see if there was an increase in confidence. in attendees’ confidence in a particular subject. This is a subjective measure, but at least you can start getting into the minds of those people who have been taking your training to see, did it made an impact. The third level then is behavioral change.

Did they take that information that they learned about in the training and have they taken it back on the job? Are they actually doing the things that they learned about? And then finally, the last one is driving business results. So the people who went through the training, who’ve seen this confidence change, who are implementing it on the job, are they now performing better than those who have not gone through this training?

And is it making a material impact on the business? Is it bringing more money in? Are they making more sales? And so, Leveraging a model like this that gets away from that, did you like your trainer smiley sheet and starts getting into the minds and actions of the sellers is absolutely critical. The second is the system Highspot is allows us to dig in-depth and get an analysis on what is working, and who is succeeding, and allows us then to create a model for others to emulate so that they can then have the same success as those who have gone through and are now providing that material business impact.

SS: Now you said the word impact a few times. I would love to learn from you. What impact have your learning programs had on your team so far? And do you have any wins you can share? 

TB: Yeah, we’ve probably had maybe three key impacts. When I first came into OneSpan, we were rolling out a new first call deck that our sellers use when they get with customers for the first time.

And we did a First call deck certification program where we built out not only self-study around the first call deck but then had sessions to actually do role plays with our sellers and work with them on key scenarios and key customer profiles so that they could then actually do a certification role play with their managers.

And go through that. And the sellers by far were more prepared and engaged than they have ever been in any deck certification training. And we got every seller through. They all passed with an 80 percent certification or higher in that program. A second one that we’ve had, we call it our one spark, a sales kickoff.

At the start of 2023, we had a change in CEO and we were supposed to have A in-person sales kickoff, but with that change in CEO and a lot of changes that were happening around the company, they decided to cancel the in-person sales kickoff, but our team in conjunction with our business unit leaders decided it’s still critical for us to create a program to start getting people the information they need to On the goals and trajectory of the company for this year, 2024. So we, the enablement team, created a week long virtual sales kickoff program, and we did this within one month period of time, and we were able to leverage the technology. Not only the content that we had, but then our systems like Highspot to help us get this information out to our sellers, held multiple webinars, and it was by far one of the most successful kickoffs that we’ve had, even though it was virtual.

The final one, I know I could ramble about this for days and days, but was our revamped onboarding and really taking this old school onboarding program that was really an ad hoc for every single individual as they came in onboarding to a consistent program that’s the flipped classroom program that allows more interaction time with SMEs, with the instructor, gives the new hires an opportunity to role-play in that safe environment and gives them opportunities then to apply their knowledge outside of the classroom as well.

SS: Those are some amazing wins, Tom. Continue to move forward and optimize everything that you are doing. What will be your primary focus areas for continuing to enhance One Span’s learning programs? 

TB: I have to say, I’m going to stick with the number three. I’ll give you three of them that we have. One is microlearning. Have to continue with the microlearning approach. I don’t see us going back to week-long, two-week-long, month-long training courses. There are situations where that may be beneficial, but working in a global company with a global go-to-market sales force, we have to leverage the technology that we have.

And microlearning is a key aspect for us. The second thing that I really want to start focusing on is user-generated content. We’re a small enablement team, and we don’t have time to handle every single thing that we’d like to do. And we’re not the experts because we’re not in front of the customer every single day on some things.

And so, getting Users to actually generate some content that then can be leveraged within our programs. Not only help us to create broader programs and, ones that are, are more effective, but it also gives a little bit more credence to it because it’s sellers sharing with sellers. And it helps other sellers to see that this is something that’s important.

And so user-generated content is something that I’m looking to really start working on in 2025. And finally, communications. I know I’ve talked a lot about communications already, but that is one key area that really has to be focused on. I, early in my career, used to tell people, I was not a marketeer. I don’t do marketing, but you have to be able to effectively tell people what’s happening, what is available, why it’s important, and get that in front of them on a continuous basis.

SS: Tom, last question for you. For organizations aiming to create effective learning programs for teams across the revenue engine, what’s maybe one piece of advice you would give them to set them up for success? 

TB: I’m going back to communicate. You have to use all channels that are available. I refer to it as guerrilla marketing.

You have to be able to tell people not only what you are doing, but the effect it has and the benefits of it. And find new and unique ways of getting information in front of people. Start creating a microlearning series. We just started one called Behind the Curtain that takes a look at specific customer profiles and how they’re leveraging our products.

We’re also doing one on cyber security awareness this month, and we’re getting things out every other day to our sellers, key aspects that they could be talking to their customers about. But the communication aspect, people may not know all the great work that enablement teams are doing. Unless they’re told about it, you have to let people know. So communicate. 

SS: I love that advice. Thank you again, Tom, so much for joining us and sharing your advice through this podcast. I really appreciate it. 

TB: Thanks for having me. 

SS: To our audience. Thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi, and welcome to the Win-Win podcast. I am your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully.
Here to discuss this topic is Keith Swafford, the Senior Manager of Enablement, and Allison Gillespie, the Vice President of Marketing at O’Reilly Media. Thanks for joining us, Keith and Allison. I’d love for each of you to tell us about yourself, your background, and your role. Keith, let’s start with you.

Keith Swafford: Yeah, thank you. Great to be here. As you mentioned, Senior Sales Enablement Manager here at O’Reilly. I’ve been in sales supporting roles probably for the last 10, maybe almost 15 years. Within the last 5 or 6 years, been a part of a formal sales enablement group that we have here at O’Reilly. I originally was always more on the conference sponsorship side. That’s where I started my experience within the sales world and supporting sales. And then it’s evolved over through content marketing with what we were doing here at O’Reilly and then eventually into sales enablement.
So it’s been a great journey, balancing between the marketing and sales side, and I love it.

SS: Wonderful. And Alison, how about you?

Allison Gillespie: Sure. So, and again, thanks for having us. Allison Gillespie. So I am the vice president of marketing in charge of kind of everything B2B related as it comes to sales support, everything from leads, trade shows, you know, demand gen thought leadership and then sales enablement. And I’ve been in B2B marketing my whole career, but sales enablement was actually a function that we started probably about five years ago at O’Reilly when we started growing. And so we built it from the ground up and we’ll probably talk about that later, but O’Reilly is an online learning platform that enterprises in any vertical subscribe to upskill and reskill their teams. And so our big focus is on tech teams, but we actually cover all areas of the organization with our product.

SS: Amazing. Well, we are excited to have both of you here today. So again, thank you so much for taking the time to join us and have this conversation. Now, Allison, as a marketing leader, what are some of the key initiatives you’re focused on driving for the business? And how does your sales enablement strategy help you to do so?

AG: Sure. I think like all marketing and sales functions, growth is the main goal, right? So whether that’s revenue growth, customer growth. Personal growth, that sort of thing. So our goals, what we’re measured on is very similar to what sales is measured on and that’s driving pipeline. So that’s true for the marketing team. It’s true for sales enablement team. And we have a couple of key initiatives this year that we focused on. So optimizing our tools is a big one. We have a really, what feels like a really large sales and marketing stack and a lot of different tools that do different things, some crossover between tools, but sometimes not.
And so we’ve really focused this year on getting the most out of each tool. We’ve taken someone from sales enablement to be the lead on the tool, make sure, you know, we’re meeting with the vendor regularly. We’re kind of maximizing our usage. We’re using all the features and functionality that we need. And if we aren’t, you know, find out why and kind of dig into that more, develop communications and training, and make sure our sales team is actually using it in the way they should, and that it’s actually helping them in their day-to-day. So that was one. Another big one for actually our whole sales and marketing team was earlier this year, we moved to challenger methodology, which is a pretty well-known sales methodology.
And that put our entire sales team through the training at the beginning of the year. And then sales enablement has really taken the lead in making sure that we’re continuing to reinforce that training, that we’re providing the content that they need, the courses, the exercises. And I think the big shift there is that. It’s shifting from feature-based selling to more teaching, right? Teaching them about what our product or our service solves. So that’s been a huge initiative and a huge undertaking. And then I’d say just the third one from a marketing perspective is optimizing our marketing channels. Figuring out, always looking at what works, what doesn’t, what creates the most pipeline, how many touches does it take, you know, all of those sorts of things that go into a B2B marketing strategy and then optimizing the ones that do and stopping the channels that don’t. And so part of that is just making sure the sales team understands like, what are these marketing channels? Where are these leads coming from? What do they need to do for outreach? And Sales enablement definitely helps in that aspect of it because they helped create the cadences and the invites and the training around it and things like that. So that’s been kind of our three big initiatives this year.

SS: Amazing. And I love how enablement is really at the crux of making sure that all three of those get landed successfully with your sales team. Keith, how do you bring the sales enablement strategy to life in execution with your programs?

KS: Yeah, I think there’s, I mean, three or four ways of execution, making these things come to life and kind of wanting to deliver on some of those same items that Allison just mentioned. And I always want to keep it, this is what’s worked for us. And so, the first thing that comes to my mind is, We talk about this concept of where we’re actually we are a marketing-run team Like the enablement group sits within the marketing side of the business, but we’re actually a really seller-filled Enablement team so a lot of us actually have a selling background. So either we were supporting sales We have people that come from like SDR roles that decided hey Selling directly wasn’t the best for us But like I want to do this over here and still support sales with people who come from trade show Experiences and doing the sales there. So we have found that’s been a huge win for us of being able to have, yes, marketing priorities, marketing goals. And we fit under that side of the business. But when you have individuals that are on this enablement team that has sold or have supported sales for a long time, it creates, I think, a really effective team to be able to deliver on the things that we need to kind of day in, day out the month, I might want to come to projects.
The second thing that kind of comes to mind is we’re always trying to have, kind of create what are the clear priorities and visions. Specifically from sales leadership in the organization. And I need more clarity and, you know, envisioning goals beyond. These are the revenue goals that we’re trying to accomplish. These are the quotas we more of like what’s going on in the next one to two years in the sales organization that we want to see different. Right? So is that something that’s happening with the product in the branding and positioning, right? That falls to, that can fall down to us. Is there something with the skill set of our team in the next year or two that we want to see shift? If there’s something happening in the company, you know, so whatever level you wanted to look at it, what are those priorities? A 12-month, 16-month vision is really helpful beyond we’re trying to meet revenue, right? We’re trying to grow revenue. I think that’s been helpful for us.

The third thing that comes to mind is making sure our sales teams and our reps actually understand the process and kind of the workflow of working with us. And enablement, you know, does a sales or a sales rep who has a specific request or a project that they would like to see delivered for themselves or for their team. Are they confident with like the process of working with us that they can step in, know when to contribute, and know when they don’t need to contribute any more to keep things streamlined? So I think having consistency or just clarity of this is how we get stuff done as sales enablement and sales or marketing and sales together, I think has been really huge. And then finally, just, we need a home base for sellers, and this is really where Highspot comes in. Do we have a spot where sellers can say, I have what I need, and I know where to find it? I think those four things have been really helpful for us in being able to execute on the things that we want to meet our goals.

SS: Amazing. Now to dig into what you touched on in a few of those components, Keith and Allison, I’d love your perspective on this as well, but what would you say are some of your best practices for effectively collaborating to deliver on your marketing and enablement priorities, Keith?

KS: Yeah, I think the first thing that comes to mind is actually. Knowing and partnering with specific aspirational and talented sellers within our organization, sales, and even teams need to be able to recognize that there are certain people within the sales organization that are really good at what they do. They’re great sellers. And oftentimes other sellers want to copy their work ethic. They’re going to copy their output, right? They’re going to want to take the best things from them. And so I think a big part for us is being able to recognize those individuals. Recognize that, okay, is the output that they’re putting, is it quality? Does it align with what we want to do in enablement and within marketing? And let’s not create from scratch. Actually partner with them in the things that they’re doing. I think of a recent process where we went through and redid our trial process, or we call them content evaluations. And we looked at the data and we had.
I think there was two or three reps and they were all kind of doing the same process because they learned it from one rep that it ended up being like 60 percent of deals were closed if they went through this certain type of content evaluation. And so we all looked at that. We’re like, why isn’t everyone doing this process? The data is so rich. So that’s a great example of like, we’re in enabling marketing. I’m not going to go away and feel like we’re going to magically come up with a great experience. It’s like, no, we’re going to partner with what’s working well and then scale it. And the scaling part sometimes is the tricky part, but being able to scale it in that way, I think has made it really helpful and effective for us.

SS: Amazing. I love that example too, by the way. Allison, how about from your perspective?

AG: I would say hands down, the key to our success is having a partnership with sales. And partnering really closely with them. So we regularly, have a rhythm of communication, right? It’s basically an open door. If you have a question, just ask, there’s a level of trust there. If leadership is behind the sales enablement team, then the wholesale organization will follow. I think each party. Sales enablement marketing and sales, all know their limits. Right. And so we lean on each other. We may say like, Hey, we want to do this thing, but we don’t exactly know how to do it. And so we’ll go to one of our sales leaders and ask them their opinion. And, and it’s very collaborative. And that to me is. What makes it all possible? Because if we were going to siloed and, and I’ve heard, and I’ve talked to colleagues who have very siloed sales and marketing teams, one hand is not talking to the other, and you just don’t have that communication and that collaboration. And to give you an example, I was on a call with a vendor one time that we were considering. Purchasing with our CRO. He was on the call and the vendor was talking about how, you know, one of the reasons we might not have good usage is because sales and marketing aren’t working in tandem and he just stopped the vendor and he said, no, no, actually we are attached at the hip with our marketing team. So that’s definitely not the issue. And it was like the biggest compliment to me and to the team because it was like, yeah, we are attached to the HIP. In many ways, we are one team working towards a common goal. So definitely that is the key to success for us, for sure.

SS: Absolutely. I’m glad to hear that things are Good in terms of collaboration between sales and marketing over at O’Reilly.But what are maybe some of the challenges that marketing and enablement teams can face when trying to bring the two worlds together to support key business initiatives? And how have you guys overcome some of these challenges? Allison, I’d love to send this one back to you.

AG: Sure. This is probably not unique to O’Reilly, but it’s focusing on the projects and determining what is a high priority and what’s not. And so oftentimes, you know, a sales leader will come to us and say, we need to do this thing, whatever it is. And so we immediately get working on it. It’s a high priority. We do all this work. And then it’s like something happens and the priority has shifted and the sales leader has gone quiet or, you know, we don’t hear anything about it anymore, but yet we’ve spent all this time on it. And so it’s really knowing your colleagues, right? And kind of understanding what’s happening in the business and why the attention may have moved off that project and then finding those ways to get it approved and finalized. So, you know, for example, maybe they just got busy and we know they’re busy because they’re working on a big deal or something like that. So instead of pestering them constantly, like what’s going on, what’s going on, giving them some space, coming back to them in a week or go to their counterpart and say like, you know, we’re working on this project. Is this still a priority or not? Here are the things we need. And again, like just giving them the space because we know everybody gets busy and we know for our business that priorities shift and that’s okay. And so just finding those little ways to collaborate and kind of keep the project moving as much as we can. And then if it’s not a priority anymore. And everybody agrees on that, then let’s just stop working on it and we’ll move on to the next thing.

SS: Absolutely. Keith, what about from your perspective?

KS: Yeah, I mean, it’s closely related, right? This idea of you want to get departments that we’re working with, and I think most enablement organizations, they’re involved with so many different teams and so many different departments within their organizations. Everyone has their own priorities, right? So, let’s Take it outside of even just sales, right? We work closely with the editorial group because the publishing background that we have, uh, we have a product group, we have a product marketing group, you have legal and finance, all that stuff like ties back to a lot of the work that we’re doing. And so the prioritization of like all those projects, and I think specifically Clear communication.

Sometimes it’s been hard of being like, Hey, when you make this change over here in finance, it actually affects us over here in sales and what we’re doing in sales enablement or, Hey, in product, when you actually adjust this small item, Here within our learning platform that actually just shifted maybe about 50 conversations in the next two weeks with our sales organization. So I think that’s always been a challenge for us is like, how do we make sure there’s clear enough communication across all the teams that our sales people are the people who are actually, and it’s not even us in the enablement, our sales people are the ones who are actually having these conversations with customers and with prospects. And so when we make changes internally, How do we make sure that that gets communicated all the way down to the sales rep who is really the face of the company and being able to, you know, give reason to give explanation and really to still provide insight to our customers and prospect. Navigating that communication has always been a challenge. And it will be as the organization just grows.

SS: Love that. Alright, so one thing that I really love about O’Reilly Media’s mission is that you guys really have it centered around solving challenging problems and being able to inspire what’s possible. Allison, I’d love to hear from you. What is a challenging problem that you’ve been able to solve for the business through your enablement strategy?

AG: Sure. Yeah. It’s been about five years that we’ve had a sales enablement team. The one that comes to mind is onboarding. So about three to four years ago, the company started rapidly growing, which meant the sales team was rapidly hiring. At the time we just had one person on our team that was doing ad hoc onboarding, the manager would ping them and say, Oh, I have this new SDR starting. Can you do some sessions with them? Talk about this and this, but there was no, nothing was consistent. There was no formal. Plan, anything like that. And so we came together as a team as we started growing, cause we realized this was not going to scale. And we really streamlined the onboarding process. We templated it, and worked with sales leadership to say like, okay, what does sales enablement cover? What do you want to cover as their individual manager? And we took this huge chunk of work off the sales manager’s plate because, you know, at the time they were responsible for onboarding. Now it’s more of a joint effort, like sales enablement starts it. And then once we’re done, you know, we hand it back to the manager and it’s very much a collaborative process. So with that, we were able to reduce the ramp time for new reps. So what used to be, you know, six months ramp time to get them actually out there selling is now down to 60 days or less, depending on the role within 30 days, they’re already hitting the ground running and sometimes actually closing deals within that time. So we’ve seen a really good response from that. And we’ve continued to have growth. We continue to have turnover. We continue to refine the onboarding process as the business evolves. And kind of one of the biggest things that’s come out of that besides the ramp time is actually our HR team has emulated some of what we’ve done. So they’ve seen sort of like, oh, we have a process and a timeline that everybody goes through and they’ve emulated that for just the hiring process in general at O’Reilly. So that was a high compliment, I feel like for the sales enablement team in our work.

SS: I love that. And being able to shave it from six months to 60 days or less to get reps to build revenue for the business. That’s amazing, Liv. So kudos and congratulations on that accomplishment. Keith, how have you leveraged your enablement platform to help solve a challenging problem for the business and inspire what’s possible for your reps?
KS: I think of two ways that our enablement platform, Highspot, has been a huge help since we’ve implemented it. Highspot and its ability to really fine-tune, I think, our sales messaging and positioning have been really strategic. You know, we used to have branding messaging that I think would resonate really well with our prospects and our customers. But previously the messaging was really, you know, It was written and shared for everyone, so it could be for customer success, it could be for customer support, it could be for our frontline sales reps, right? So, we have the ability now with Highspot to really fine-tune that. So if we want to create sales plays, if we want specific courses, specific languages, if we have certain materials that need to be around, we can organize it and like distribute it in a very specific way across our groups. With way more precision and way more accuracy than we ever have.
And sometimes we still needed to hit all of those groups within the same messaging and branding. But for us to have that flexibility in the ease, since there’s such a, the tooling and the, the organization of things is there, it just allows us to kind of do what we need to do from branding and positioning and messaging, and then just deliver those things. So that’s been, it’s been huge to be able to get that specific and be that organized with it. I think it’s been a huge help. And then secondly, using Highspot specifically for the analytics to see which items are critical and which are just like nice to have. That, hey, this hasn’t been touched in three months. Do we need to update this? Do we need to make a revision of this and have those conversations of is this a good resource? If it is, yes. Why isn’t it being used? Just begin to ask a lot of those really good questions. Without the report, you can’t ask good questions on specific documentation that we’ve created. So we’re always trying to ask like, what’s going to stay? What needs to grow? And like, what needs to go? Those are the areas that we want to, Always be thinking about when we’re thinking about asset creation. And I think it’s even, even coursing and training, but that was been really critical with the analysts.

SS: I love hearing that. And you guys have actually seen some incredible progress recently with training and coaching. Our stats are saying that you guys are at a hundred percent of active learners. I’d love to understand what are some of your best practices for creating an engaging learning environment for reps?

KS: I think the first thing that sounds maybe simple is like, you gotta make it required. That is a simple thing and I think that’s a cultural thing. We want to assume you want to show up, and do well in your role. You want to grow in your role, right? So there is this idea of like culture and of wanting to develop yourself and train yourself. So you want to make it required. There are certain things that our sales teams cannot do. In front of a customer until they work through certain training material. And they want to be doing these things. We’re not asking them to do things that are not helpful for their role. So simple thing, the first customer might make it required, make it part of your culture, that this is what we do is we learn and we get better at these certain things.
Secondly, make it short. We fully believe that people shouldn’t have to, not even just sales, but all of us, most people don’t like sitting through a six-hour course on something, right? How do we make bite-size? Learning moments. And really we try to do that even with our own learning platform. And that’s really kind of come into how we develop learning and training at O’Reilly, excuse me, within our enablement team, right? I wanna make this as short as possible, so that way you feel it’s efficient, it’s helpful, but it’s also not taking you away from your work and what you need to do as a seller. So make it short. And then third, make it human anytime. That we in enablement with our training and our courses, if we can interject actually the people of enablement into the material, that’s always better.
It’s always better to have a real human talking over, let’s say, a PowerPoint versus them just reading a PowerPoint that has the text, right? So anytime we can have a more human connection in the learning modules that we’re creating, it’s always better. Because we have that relationship with, with the sellers and, and what they’re doing. So if they’re also then hearing it, seeing it from us, knowing that we support them, it’s always better. So make it required, make it short, you know, make it human.

SS: I love that you guys apply that filter to the way that you create enablement for your field teams. It just makes it resonate and land a lot better with your reps.

AG: And I would add to the make it human is use human language. So a lot of times when we’re putting scripts together and stuff, it’s really easy to kind of fall into that marketing speak. And it’s good because we can check each other and be like, Keith will be like, Alison, people don’t talk like that. We need to humanize this. And like, what would you actually say? And so we kind of use that filter as well. Like if I was talking to my friend, What would I say? Like, how would I say this and put that human element into some of the work that we do?
SS: Absolutely. So, you’ve talked a few times about how important it is to have the data to understand what’s happening and how to use that data to make optimizations to your strategy. I’d love to understand, how you go about measuring the impact of your enablement strategy. Allison, do you have any wins you might be able to share with us?

AG: Sure. So we look at a variety of metrics. Of course, we look across the whole sales funnel and how are we doing? And we look at things like conversion and pipeline being created and meetings being booked. And then how are the deals moving through? Where are they slowing down? If they’re not closing, why not? If we’re losing those deals, why not? Because all of that kind of touch points typically lead back to something we can do, right, to help the sales team, especially if it’s kind of in aggregate. Like if there’s a thing that’s happening in aggregate, then that’s signed to us that like, let’s jump in there and see what we can do. So that’s the big one. That’s sort of the data-driven one. The other one, which is really hard to measure, but equally important is feedback from sales leadership. How is this actually working in the field? What is actually happening? You know, we’re seeing this, but like, what are people’s boots on the ground saying? And this sort of goes back to what, you know, Keith was mentioning earlier about even going to individual sales reps and saying like, rolled out this new thing, is it working? Like, what are customers saying? What’s your experience with it? And so getting feedback loop, I think, It’s also important to sort of measure the impact of our strategy. Of course, we use the metrics from Highspot. Like what are people looking at? What are they using? What are they not using? That actually can even be more telling than what they’re using.

SS: Absolutely. Well, Keith, and Allison, this has been fantastic. I have one last question. Um, Obviously, the enablement space continues to evolve.
I’d love to get a sense from each of you on sort of how you plan to leverage some of the latest innovations like AI to continue to drive impact for the business. Keith, maybe I’ll send this one to you first.

KS: It is a really exciting area and at the same time. We often say at O’Reilly, when it comes to technology, that there’s a difference between what’s hype and what’s actually helpful. So I think that’s very true for Gen AI, large language models and how they can apply even for sales, sales enablement, marketing, what is actually helpful for us as an organization and us as an enablement team, what we’ve begun to explore right now, just custom GPT, right? So how do we take the great things that are happening with the different GPT models and services that we already know most of our team is, is Using, and we’re encouraging them to use, but how do we bring the data set that’s powering those GPTs behind our walls, so to speak, and actually drive change? Really unique situations and scenarios and for our sales reps. So whether that’s kind of role-play simulations that we can use in training where they can role play with like one of our potential buyers of what the, or our potential customer, what that could be like, whether that’s doing really deep account analysis, you know, Compared to the other customers that we have, let’s say a hundred within like healthcare, and we want to know what are their top five priorities in this area, in this time, we can figure that out. So exploring custom GPTs, I think is really interesting for us. Cause if we can. Streamline kind of the administrative work, our sales people. So that way they’re in meetings, right? If they’re in meetings, that is where they shine and we’re doing our best. So if we can actually output that nonmeeting time and get like a 70 to 80 percent quality, and then the reps can do the rest, that’s really huge for creating an effective organization. So that’s one area that we’re starting to explore right now.
SS: I love that. And that would be extremely helpful to your point. Allison, how about you? I’d love for you to close this out on this one.
KS: Sure. So I think, you know, from my point of view and I think sales and marketing both know this, but the way that people buy is changing, some of that’s being driven by technology. Some of it’s just being driven by some of the younger workforce coming in and things like that. And so things like prospects expect more personalized experiences. So trying to figure out how we use Gen AI to create Those personalizations and scale that, right? You know, we’ve got the sales team out there and so we want to have them work smarter, not harder. And so how do they leverage Gen AI for like some of that personalization work, right, or some of the research on an account so they’re not spending, you know, hours researching an account? Now they can spend minutes. And how to do we kind of package that up nicely instead of just saying like, yeah, I use chat GPT, you know, how do we package that nicely for them and show them how to use it to their advantage and really just, To get their productivity to go up and like I said, work smarter, not harder. And so I think over time, especially as more tools come out and AI is being incorporated to all of the tools that we use, so how do we use that and leverage that in our work as well? So I think over time, we’re going to see such a huge shift in not only the way people buy, but also how we as a marketing and a sales team operate.

SS: Absolutely. Absolutely. It’s exciting times. Well, Allison, Keith, thank you both so much for joining us today. I really appreciate the time.

AG: Thank you for having us.

KS: Glad to be here.

SS: To our audience, thank you for listening to this episode of the Win-Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win-Win podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. 

Here to discuss this topic is Anna Borbotko, the Sales Enablement Lead for B2B at TomTom International BV. Thank you for joining us, Anna. I would love for you to tell us about yourself, your background, and your role. 

Anna Borbotko: Thanks, Shawnna. Very happy to be here today. Talk about enablement. So yeah, my name is Anna Borbotko. I help grow product marketing and enablement teams. I proudly associate myself as a marketer. Product marketing in particular is my passion and craft, but I also love sales. And that’s how I ended up in enablement. I always work for tech companies, big and small for different industries, and also have a failed solopreneurship business in my records.

But at the moment I’m building a sales enablement team from scratch at TomTom. And for those who don’t know TomTom, TomTom is one of the most famous mapping and navigation technology providers globally. A lot of people know us for our consumer business because we were the inventors of personal navigation devices.

But TomTom is a unique company primarily because there are not so many cases known to the world where a company actually successfully transitioned from being a B2C company to actually B2B. From an enablement standpoint, TomTom is an amazingly challenging case because I have to enable TomTom. Two different sales teams that have a completely different sales dynamic.

The velocity of the sales cycle is very different. The product portfolio that we sell is very different and the challenges those teams face are also very different. Then you can start counting how many times I said the word “different”. It’s tough, but I love it. 

SS: Absolutely. Well, Anna, thank you so much for joining us. In fact, one of the reasons why we were excited to have you as a guest on our podcast today is because, as you mentioned, you are focused on building out the first enablement team at TomTom. I’d love to understand what were some of the main problems that you set out to solve with enablement. 

AB: I think, as I already said, there are two sales teams that are all under the leadership of our CRO who needed to kill this CRO organization. And he did some clever things. And one of them is creating a centralized enablement function. So in terms of the main problems, I think all the enablement teams face is defining enablement at TomTom. Having enablement at your title can be both a curse and a blessing, as I like to say it. A curse, because you’ll get inducted with requests from all directions as people expect that you will solve all their problems, enable them. My biggest fear, when I took on this role, was that my team would just turn into this content production factory, churning endless slides and training materials. So we had to turn this into a blessing. And with the team, we’ve done a lot of research, understanding both sales teams.

We had to sort of put everybody on pause saying like, hey, give us some time to do some homework. So eventually we settled down on a grocery store analogy and how we position ourselves as we say, Hey, our purpose as enablement at TomTom is to organize shelves and ensure that they’re always stocked with the most up-to-date materials.

Most importantly, it’s very easy for you to find and navigate, very quick and confident, which actually became our main problem for now to solve. 

SS: Interesting. Now, from your experience, what would you say are some of the key building blocks needed to create a successful enablement strategy?

AB: I’m new to enablement. So whoever is listening to this, please take it with a pinch of salt. Uh, but so far from my experience, I can say there are three things. The first one is doing your homework before you jump into the truck that’s on fire and really distilling the signals from noise, whether it’s external, because nowadays there’s a lot of influence on LinkedIn and there’s a lot of experts sharing their opinion, but also internal, because a lot of people will take it.

Tell you how they think you should be doing enablement. And I think that at that moment you really need to think for yourself, okay, is it really a noise or is it something I can actually take on as valuable advice and turn it into something strategic and valuable? The second one is understanding the real essence of enablement is driving behavioral change.

For me, that was a big hard hit because my impression of that was very different when I started. And changing people’s behavior is the toughest part and especially challenging if you’re really not sure where to start, you will just scratch your head all the time and think, okay, how do I do this? And the last, and I think that’s also one of the most important things is building friends, building friends in the organization because enablement is a hundred percent a cross-functional team.

So without good partnerships. Driving behavioral change is going to be impossible. And earlier this year, I was at the sales enablement collective in Amsterdam and Felix Dmitrikas, I stand by his words. A hundred percent. And that’s, it doesn’t matter where sales enablement sits, what sales need, and what you think they need. It’s all about alignment. And it’s a hundred percent true. 

SS: I love that. I love that quote as well. You touched on a few of these, but what are some of the biggest challenges that practitioners can face when building an enablement strategy from scratch? And how did you go about overcoming those challenges?

AB: Oh, that’s a tough question to say too. So I would like to link them to three things, which are process, people, and tools. 

The first one is the process. You have to educate, and put some process in place in order to educate your stakeholders. I start preaching saying, Hey, I know enablement is in my title or the title of my team, but actually every external facing role, be it marketing, product, product marketing, customer success, even legal or finance, you’re all doing enablement. And it’s just not explicitly stated in your title. So it is everybody’s responsibility. And the enablement team is there. To orchestrate all of this, so defining the boundaries of your team, and what it is, takes time. It’s a lot of repetition and coaching, and you also need to establish a lot of processes in place in order to get there. So that is challenge number one. 

The second one is, as I said, it’s people and I here refer to the team. So setting up your team for success. I think it’s another challenge because I, for example, didn’t hire my team. They were transferred to me from different departments as we started forming enablement. When you inherit a team, it comes with all sorts of challenges because you need to build trust and motivation and convince them that Enablement is the next big thing in this organization.

A lot of times when you inherit those team members, they might not even know what enablement means, and you have to discover that together. In my situation, I was very lucky to have very open-minded team members, and they were very eager to start something new and fresh. And one of my team members luckily also has a lot of training and learning design experience, which is very crucial in enablement. So I have a lot of competent team members, but I can imagine it’s not the case for other companies. 

And the third one that I would like to stress, as I said, is tools. I think whether you are being hired as a sort of first enablement hire to build a team from scratch, or you’re already in that role, like what happened to me, I think you really have to set the boundary with your management that there needs to be a commitment from their side, not to invest in this function. Just creating a team and thinking they will fix all the problems doesn’t work like that. There will need to be an investment from a tooling perspective, meaning the minimum you need is at least a learning management system, LMS, and an enablement platform. That’s at least the minimum tool that you need to start with and have a commitment to. 

SS: On that note about tools, from your perspective, what role does an enablement platform play in bringing your enablement strategy to life?

AB: I know there are a lot of listeners, especially also in my organizations, we had a lot of debates about this before. They say tools are sort of secondary, we first need to fix certain problems. I like to quote Marshall McLunack, who famously said, hey, we shape our tools and therefore they shape us. So for product marketing or enablement teams, having the right tool stacks is actually very important because it can really help you bring that value to the table, which a lot of those teams are struggling with.

In my personal belief, it is an essential foundation, like your house having an enablement platform, you can’t build a roof or walls because otherwise, your house will collapse. So the same applies here. For example, in my team, when we started, we said three core values that drive everything we do. It needs to be centralized. It needs to be data-driven. And the third one, it needs to be scalable. 

Having an enablement platform allows exactly that. And therefore without it, I don’t think we would be successful. 

SS: I could not agree more. Tell us a little bit about what the evaluation process was like and ultimately what led you to select Highspot as your enablement platform and how did you align your executive leaders throughout that process?

AB: Oh, that we can write a book about it. So first of all, I think buying an enablement platform is not something that we woke up one day this year. It’s three years in the making. When I was still in my product marketing lead role back then, but at that moment, the timing was just off. We had other pressing challenges to fix and like many organizations, of course, we had issues with keeping our collateral up to date, ensuring that sales have the latest and greatest. But, you know, I compare it to rearranging your family’s closet. It’s not urgent. It’s not a top priority, but the organization and the problems it creates cause silent grief to everyone. And it only sort of builds more friction and friction over time. So year after year, I had this nagging thought that, hey, we need an enablement tool.

The question was when, and so as I became the lead for sales enablement at that time, it was right. And here’s the caveat, of course, having a thought and maybe a nice speech is one thing, but then having a budget is another one. And I’m not a budget holder, so I had to get it somewhere. And so I had to build a business case. So you slowly start talking here and there, like, Hey, I think we need more sophisticated tooling. Here’s the benefits it can bring. And it can be quite challenging because you will face a lot of resistance. People don’t understand it. People know it will probably require a lot of money. So people don’t want to invest.

So the best advice I can give to enablement practitioners or product marketers who face the same challenge is don’t follow the finance lead because they will mostly tell you to build a business case around cost saving. Take destiny in your hands and actually focus on the story saying that enablement is actually a revenue-generating engine.

Because when you build a business case, typically they will say, Hey, if you save time, or if you save effort of the sellers, let’s just say, by 15 minutes a day, you generate X amount of saving, but in reality, nobody’s going to fire salespeople. So the cost will be on top of the personnel costs, right?

So the best way you can say is that, hey, I can actually make my sellers more productive by. Freeing up 15 minutes of their day. And if you multiply it by the number of reps that you have, you already have a pretty solid business case to say that, Hey, actually, if we’re going to generate revenue, yes, it’s going to cost, but that’s an investment. And that investment will need to unfold itself over time. And you can again, build it over year after year, depending on how much you want to do it. But I would highly recommend considering the two, and three-year timeline in order to prove itself. 

SS: I love that approach. And so I know you’re just getting started with implementing a new platform and a lot of your enablement programs, you’re just getting off the ground running for the first time. I’m curious, how do you plan to drive adoption and really build excitement and momentum for your enablement programs amongst the sales teams that you support? 

AB: So I am fortunate enough that I have a lot of change management background in my career like I’ve done a lot of these launches in the past. And then by being a product marketeer, I have my whole ammunition ready to sort of make it a successful launch. So I think there are some best practices out there that we take, which is, Hey, we’re creating a champion group of sellers, customer success teams, as well as marketers who join us. And we try to engage with them. We try to tease them. We try to get the input as fast as possible. And the other thing is,  you can go the route of doing it bottom up.

But again, I’m fortunate enough that my management is supporting me with this. So therefore I’m also doing it both ways. So from bottom to up and vice versa. So I highly recommend that because that way you can get it much faster and it will have a better impact. I really am a great believer, and that’s my product marketing speaking here, in micro launches. So what we approach, we’re going to be taking is that we are not going to wait too long with launch. We’re gonna launch a very basic functionality. And then we start sort of building micro launches on top of that. So it will have a lot of phases.

Yes. It’s a lot of extra work maybe because you need to communicate and proactively do a lot of things. But I do believe that because the platform is very powerful and if you sort of bump it all together at the same time, it might lose some valuable things that we want people to start using or seeing.

So therefore I really believe that by doing it on the micro levels, we can actually have a much bigger impact. 

SS: So moving ahead, as you are looking forward, what are you hoping to achieve next as you continue to build out the enablement team at TomTom?

AB: So I want to see my enablement vision come to life. That vision is that I want my sellers to find anything that they need when it comes to training onboarding or collateral in a maximum of three clicks. I think we’re almost there and the enablement platform will help us get there completely. I just need to take our time to really make it complete. So that’s one.

I really look forward to seeing how we can replicate the same success, not only for our internal sellers but also for partners. And eventually, I also want to see that we can turn it not just into sales enablement, but a revenue enablement function where they can also focus on customer enablement.

So we’re only starting. There’s some excitement. Let’s say it’s the vision that I have for the future, but for now, I’m really focusing on the very first foundational bit, which is sales. 

SS: Well, I can’t wait to see all that I know you will accomplish at TomTom. I’m very excited for you. Last question for you, Anna, for other companies looking to invest in enablement for the first time, what’s maybe one piece of advice you would give them to set them up for success as they get started?

AB: Commit. For real, commit. If you build it from scratch, see it as a revenue engine, not a cost. If you have the right people who can do it internally, or you have to hire, the impact that enablement can have on the performance of your teams is huge, but you will need to give it time to unpack. So commit and commit for real and prepare to invest. That’s my advice. I love that. I think that’s fantastic. 

SS: Well, Anna, thank you again so much for joining us today. I really appreciate your insights. 

AB: Thank you so much for having me. 

SS: To our audience. Thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Lizzy Goldstein: Thank you for having me, Shawnna. My name is Lizzy Goldstein, I am the director of enablement at Newsela and II started my career in education. I was a ninth-grade ELA teacher and I transitioned into tech sales where I was on the new business end for two years. Then I joined Newsela almost six years ago as a customer success manager, working with the schools and school districts that purchase our product.

I moved to the enablement team about three years ago and have had a lot of success growing on this team, using both my education background and sales background to really help me navigate through this enablement experience. 

SS: Amazing. You touched on this a little bit around your prior experience before going into enablement and how you have a background in education—which I have so much respect for those who have been in the teaching field. Thank you for all that you did in that role. I imagine that some of that actually carries over into enablement. How does your teaching experience influence your approach to your enablement strategy?

LG: I’m lucky at Newsela in that we are an education platform and so I work with a lot of former educators.

Two things that are really top of mind for me when I am creating new enablement materials is outcomes and engagement. That really comes from my teaching experience. Whenever, as a teacher, you start planning a unit you first look at what are the outcomes I want my students to be able to achieve at the end of this time.

You say, what do I want them to be able to do? And then everything you teach should be teaching to that outcome. If you want them to be able to identify verbs and nouns in a sentence, we make that our end goal and then we make sure that we teach verbs and nouns throughout the unit. We call that backwards planning where we start with what’s our goal and then what do we want to achieve, how are we going to get there?

The way to ensure that students are taking in what you’re teaching is engagement—it has to be interesting, it has to be engaging. Otherwise, it’s going right over—if you are just speaking at a group it’s really hard for that to penetrate and for that to really resonate with your learners. Once you know what the outcomes are, then we talk about how are we going to engage these learners and make sure that the material that we share is interesting and relevant to them.

SS: I love that approach. If we take a step back, tell us more about your enablement strategy at Newsela. What are some of the key go-to-market initiatives that you’re focused on supporting?

LG: Last year we purchased a company called Formative, which is also in the education space and that acquisition has taken a lot of our focus over the last year. We had to onboard the formative sales reps and CSMs to teach them about the Newsela product suite and also teach them our sales process.

Then, we had to look at our existing sales organization and teach them the new product that we had acquired. So, there was a lot of A to B and B to A kind of learning and we also had to discover what was our product strategy for these two unique products that also work pretty well together.

How can we ensure that our go to market team understands the value of the products individually and then also the value of the products when paired together? That’s been a large focus of mine over the past year. From an industry standpoint, the education space was really impacted by COVID, and districts are still really feeling that when planning for the 2024 to 2025 school year. Especially because ESSER funds, which are federal funds, were such a large part of funding for the last two years and that ESSER funding has run out.

A lot of districts are being much more picky when looking at their product suite than they ever were before because they are tens of millions of dollars in the hole compared to what they were in the previous term. So how do we educate our go-to-market team about this changing landscape? And then, continue to drive value and show our districts the value that Newsela brings to keep our product on their budget for the next year.

SS: That does sound like a lot of things that enablement is trying to help make sure you are steering for the organization. What role does your enablement platform, Highspot, play in helping you land your go-to-market initiatives?
 

LG: The word that comes to mind with Highspot for us is accountability. We consider Highspot our source of truth; every marketing collateral that we have for customers is in Highspot, a lot of our knowledge documents are in Highspot. When we talk about the changing landscape of the education field, we post podcasts. We want them to use the results about the education space, and articles about the education space in Highspot, and expect our go-to-market team to find those resources there.

We really want them to use Highspot as that internal Google search—if they have a question about Newsela, Formative, or education in general, they know that they can find the answers in Highspot. We use Highspot’s analytics to ensure that our go-to-market team is investing time in those new initiatives so we can track usage of resources that we send. Let’s say we publish a podcast about the changing landscape of education. We then look to see how long our go-to-market team, individuals we also created certification tracks for our go-to-market team and shared weekly reports with managers to broadcast how much time their team was investing and made it a little competitive. Always shouted out, “Great job, Elizabeth’s team for an average of eight hours this week in Highspot learning about the new Formative platforms.” So, we use the analytics to make sure that managers and individual contributors understand that we don’t just throw it in Highspot and not look at it again.

We are constantly checking in and making sure that everybody is using the resources that we spend time creating for them, and if they’re not, maybe there’s a problem with the resources, maybe they don’t actually hit the points that are necessary. Maybe we missed the mark. And so we need to know that so that we can then publish new pieces of material. So using that accountability and talking to managers, talking to individual contributors and saying, “Hey, I noticed you didn’t spend that much time listening to this podcast. Was it not helpful to you? Was it just something you didn’t have time for this week? Let me know so that we can then update our resources and make sure that they really do align to your goals.”

SS: I love that. Recently, your team had a huge training initiative and I believe you created north of 30 courses. Can you tell us more about this effort and how your team brought it to life using Highspot?

LG: Yeah, those 30 courses relate to our new acquisition. We had to create courses for our Newsela go-to-market team about the Formative platform, we had to create resources for the Formative team about the Newsela platform, and we had to create new resources for new products that allowed those two to work together. So, it was a lot of effort and a lot of talking to different SMEs across the organization. What was really important to us was to make sure that in six to nine months, there wasn’t really a difference between a Formative sales rep and a Newsela sales rep.

We wanted to make sure that the entire go-to-market organization had the same baseline level of knowledge for our entire product suite. We knew that a person who’s more comfortable selling Formative is going to continue to sell Formative and they’re not going to sell the Newsela product suite and vice versa. So we needed to make sure there was that baseline level of comfort.

We used Highspot to both educate and evaluate our sales reps. We built e-learning courses that allowed them to explore the new platforms. And then going back to that accountability, there was always an evaluation. We had formative evaluations throughout the courses and then summative evaluations at the end, to make sure that they weren’t just sitting in front of the screen without a chance to practice what they were learning. We gave them an opportunity and used our managers as reviewers to make sure that they knew where their sales reps were, they knew their comfort level, they could hear their pitches, and they could really get a sense for each one of their ICs where they were through this transition.

I think keeping the managers really involved was a big part of our success because, it made enablement feel like it wasn’t some black box, that they would just get these materials and nobody would know if It was looked at. They would record videos and not sure who was reviewing it.

There was really a relationship between them and their reviewer, and so I think the expectations were higher because they knew that their managers were involved. They knew that their managers really cared and that they were putting an effort into reviewing their work. So, I think that was a big part of our success was bringing in that management level.

SS: What are some of your other best practices? You talked in your intro about how important it is to really engage the learner. So what are some of your best practices for creating effective training programs for your sales teams?

LG: As much as I love hearing the sound of my own voice, I know that not everybody loves to hear the same person over and over again. We really try to make sure that with every enablement session, we’re bringing in different voices. We like to really vary who that is—we’ll have executive sponsorship, and we will get C-suites, and I think that really sets the tone in training sessions and to do introductions or to be a part of our videos. But then we also love to leverage our IC’s. They’re experts in the field.

They have great knowledge. They have great best practices. And so we love to invite IC’s to be a part of our trainings as well. And I think that really, people love to hear from their peers—they love to hype up their friends. That makes a huge difference for us when somebody gets on the screen and—we are a Google Meet organization—all the emojis pop up at the bottom and everyone’s cheering, “Love that Craig is here. Good job, Craig. We love hearing from Craig.” And so that really makes a difference for us. And we know that people are engaged when they’re hearing from their peer and it’s not just me over and over again. So I’m having that top-bottom executive sponsorship, and then that bottom-up of really leveraging the IC’ss makes a big difference for us. 

Another thing that we’ve done this past year that we found to be really successful is that we have a recurring cadence of enablement events. So, every two weeks we have an hour on Thursdays that is just a hold on everyone’s calendar for an enablement session. And so usually two or three weeks in advance we set the enablement event. We will pare down the invite list to make sure that it’s really relevant to that group of learners. But having that recurring cadence really makes people feel like this isn’t random. I’m not just getting this calendar invite last minute and I’m not sure if I really need to show up for it.

We’ve taken time on everyone’s calendar over the year and so they expect that training every two weeks and they know. What they’re going to get out of it, and so that has also made a difference of publishing our schedule far in advance, making sure people understand that, they have dedicated time with us regularly, and that we are, really forward-thinking, that we’re not being extremely reactive and saying, “Oh, in two days we’re going to do a training on something”. But we’re respecting their calendar, we’re getting time on it early, and that’s made a big difference for us this past year.

SS: I love those ideas, I think our audience can take some of those as takeaways within their own organization, so thank you. What impact have these new training courses had on your teams and do you have any early wins you can share?
 

LG: I think that one thing that is really valuable at Newsela is that we have a lot of internal movement. You take me for example, I started on the customer success team, I moved to the enablement team, and have moved up within that organization. We really do value our internal transfers and we want to make sure as an enablement organization that we set up everyone for success.

And so having that standardized baseline for our go-to-market team is really important. I said that when we merge the two Formative and Newsela organizations, we set this baseline to make sure that everyone had the same knowledge. We do the same thing with our onboarding program. So whether you’re an SDR, a CSM, a professional learning manager, you get the same baseline training and you understand our products.

You understand our organization at a baseline level, and that’s created an environment where our SDRs after a year are prepared to move into other role, they don’t need to do more learning—they have this baseline standard set. They understand from an early time how our organization works and they understand where they can take their skills, so that’s been really successful. We had about eight internal transfers so far this year, all that have been successful in their roles, and have stayed in their new roles. So that’s really exciting for us. 

I think the other thing that our onboarding has been successful at is reducing the time to revenue. In 2023, we reduced the time to revenue for sales reps to 36 days, which was a 15-day improvement over the previous year, and that’s been huge for our organization. Nobody wants to hire someone and wait and wait for them to start generating revenue. The earlier somebody can generate revenue, the better it is for the organization, the better it is for the sales rep.

Because, it’s really hard to feel like you’re not really quite ready yet. You’re told that you’re going to take calls, but you don’t feel confident so we really want to set people up early for success and, depending on their role, if they’re a sales executive, to make sure that they understand the product suite, [and] they understand the sales process.

If you’re an SDR, to really get that track down early so you can start making calls and booking meetings. If you’re a CSM, to start understanding the way that our customers renew, the cyclical nature of our the industry that we’re in. And, again, we want to make sure that people feel really comfortable. Because if they feel comfortable, they feel empowered, they feel confident, and they show up differently to their job. And I think that the work that we did the past year to really stabilize our onboarding and standardize it, has made a huge difference in our organization.

SS: Amazing. And you guys are seeing some incredible results, I think your overall adoption of the platform is at about 88% recurring usage. What are your best practices for driving adoption and how has this helped you improve the impact of your programs?

LG: If you could just send over the 12% that aren’t recurring after this call, I’d love to see that. I think that we just expect them to use Highspot, it’s not an option at Newsela. We’re pretty vigilant about we’re only sharing content through Highspot. If I see somebody in a public channel share out a resource that’s a Google Doc, I’ll DM them and say, “Hey, does this already exist in Highspot? If it doesn’t, let’s add it and then can you edit your post to add the Highspot link instead of this Google Doc.” We did that a lot our first maybe two years of adoption with Highspot and set the expectation with everybody that if it’s not in Highspot, it didn’t happen. So now I’ve got a lot less of those kinds of messages like, “Hey, why isn’t this in Highspot?” Because that’s really the standard for us. 

Some organizations can fall into a pit where they aren’t quite sure what should be in Highspot and what shouldn’t be in Highspot, and maybe we overshare in Highspot, but I would rather that than have knowledge that lives outside of what we’ve told the organization is our standard knowledge base.

If we tell sales reps that they can find everything that they need in Highspot, and then they find really good resources outside of Highspot, that really just degrades the trust in the platform. It degrades the trust in the enablement team, so we set a pretty high standard, and we make sure that everything is in Highspot.

We also send a bi-weekly newsletter to our go-to-market team with updates from our product team, updates from our data team different marketing initiatives and any content that we share in that newsletter is hosted in Highspot. So we’re always pushing people there. Every two weeks we probably get a big spike in Highspot engagement because if there’s a product release, that’s in Highspot. If there’s a new marketing collateral, that’s in Highspot. So there’s not really an option for us, but if you do have that list of who’s not a regular user, I’d love to know.

SS: Absolutely love it, Lizzy. Last question for you. What are some of the key ways you measure the impact of your enablement programs on your go-to-market initiatives, and how do you leverage Highspot to help?

LG: I think that goes back to the analytics piece and really continuing to share updates regularly with our managers and our directors. Whenever we have a new initiative we have a due date for, maybe we have a new course and we want people to practice their pitch for a new product or a new release.

We’ll update that group regularly on where the go-to-market team stands. We’ll break it down by role. We break it down by the manager. To really build a team. That Hey we’re looking out, we’re watching what’s going on. And that little tiny bit of public shaming. “Hey, Elizabeth, only three out of your 10 reps have finished this course so far. What’s going on?” That does help a lot. We make sure that throughout the learning that people are kept up to date on where we stand, so that it’s not on the due date they say, “Oh my gosh, we’re only 75% complete? Why didn’t you tell me?” We tell them every couple of days leading up so that they really understand where we stand and that they can talk to their individual contributors who have yet to complete the work.

Usually, about three to five months after a due date, we’ll look back and say, was this actually helpful? Was the outcome that we asked of our individual contributors, did that align with what the actual goals of this initiative was? So you go back to that teaching experience and say you start with the test, then you teach things that would lead you to that, I want them to be able to identify verbs and nouns. So what did I teach that got them there? And then maybe where did I miss? I had a lot of students that are having trouble with nouns. And so I’ll look back on what we did about nouns and maybe it wasn’t enough. Maybe I didn’t have the right material. Maybe I wasn’t quite checking in on students, doing formative assessments, doing quizzes, and seeing that they were struggling there and adding that extra help.

So we do like to look back, [and] call it a post-mortem. We look back on what we did and say where were we successful? We call it, what are we going to continue doing? And then where do we need improvement? What do we need to do in the future? And so that’s an exercise that’s really helpful. Sometimes it can hurt a little bit because you put a lot of effort into something and then to have somebody rip it apart doesn’t feel good, but it makes you better.

You look back and I think it’s a really healthy practice to look back at your work and say, where was I successful? And where can I be more successful in the future?

SS: Absolutely. Lizzy, thank you so much for sharing such amazing advice and best practices for our audience today. I really appreciate the time.

LG: Yeah, anytime.

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi, and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully.

Here to discuss this topic is Jonathan, or JB Belair, the vice president of recruiting technology solutions at Osaic Wealth. Thank you for joining us, Jonathan. I’d love for you to tell us about yourself, your background, and your role.

Jonathan “JB” Belair: Thank you for that and thanks so much for having me on the podcast today. My name is Jonathan, or JB Belair as everyone calls me. I’m the VP of our recruiting technology here at Osaic, and Osaic is a large broker-dealer. In my specific role, I look to help our sales team better recruit financial advisors who are looking to join our firm. And just to lay that down, so everyone knows exactly what we do here. In terms of my experience and background, oh my goodness, I have been in technology longer than I like to publicly admit. Sometimes in the front end, also in the back end, and in development. But, part of my background is also being a financial advisor. I’m unique to this role because I get to talk about technology. How financial advisors can come to our firm here at Osaic, have a really great experience, but also I can rely on my experience as a financial advisor and still am a financial advisor. That’s a little bit about what I do. It’s been about 15 years now since I’ve been in this industry, fully registered as well as a broker. Also as an investment advisor myself. In addition to that, my responsibility really extends beyond that as well to help manage some of the technology that’s used in our enablement team.

To ensure that our recruiting efforts are both effective and innovative for our, what we would call our clients, which are recruits looking to join the firm here. Also, I help articulate our Osaic technology story to prospective financial advisors or financial professionals. It’s the industry term we use just so they can understand what we have to offer and also so that they’re with us, which is a firm that really prioritizes having that advisor-centric technology, and tools available for them to help them service their clients grow their big book of business, and, of course, thrive.

SS: JB, one of the things that caught my attention was on your LinkedIn. You mentioned that your expertise per your introduction is in harnessing technology to drive innovation. I’d love to understand from you, what are some best practices for curating an effective enablement tech stack?

JB: Absolutely, that’s a great question. When it comes to enabling a tech stack—and I am full of anecdotes left and right—I tell everyone it takes a village, and it really does. But, one of the key things is making sure that it aligns with your business objectives. You want to make sure you have your goal defined, right? Ensuring that the technology that you’re looking at—in this case, Highspot—really lines up with one, our firm’s objectives. What we’re looking for in growth, and also efficiency. We have to also make sure that we have stakeholder buy-in as well as another important thing. You want to make sure that you involve those key stakeholders from across different parts of the firm to ensure that one, we have this for our use in recruiting. But, is there a cross-departmental need as well, right? Do we have other parts of our firm that could also benefit from this?

So that was a note, sneaking that into later down in our podcast where we talk about why we chose Highspot, but that’s one of the pieces. I think it’s also, from a best practice, good to prioritize integration and compatibility—that’s a big one. We all know as larger firms, typically, we use our CRM tools and we have different automation tools.

We want to make sure that Highspot, as I say, plays nice in the sandbox. That’s important, because if we lose your tool, then we don’t have any integrations. It’s not going to do us any good, honestly, at the end of the day. But also, some other best practices in there are making sure that you can focus on the user experience as well. It’s important to us to have tools that are intuitive and user-friendly so that we know then that adoption among employees—whether it’s our group or around the firm—will easily get on board with that. But, also, there’s training and support as well. I certainly would say that I’m a Highspot pro. Debbie DeLuca on my team is also the Highspot pro of the team, hands down. And she definitely does training with some of our other groups, that’s another piece of it. But outside of that, some of the other pieces where I make suggestions are the cost-effectiveness. What is the ROI on the tool that you’re looking for?

There’s some scalability and flexibility, as well. It’s just as important that your tool is able to scale up and scale down with us, right? Because that helps when we think of things like, let’s say, future-proofing some of our tools. As we grow, we want to make sure that tools can expand. That’s an important part of the puzzle.

Another couple of things that I would say, too, everyone does it: go to Yelp, go to Google, take a peek at the reviews, and see what people have to say. You can usually tell pretty quickly if people are having a good experience with the tool or if they’re not having a good experience because if there’s one thing we all do in our Reddit culture is there’s a subreddit on everything.

SS: No, there definitely is, and correct me if I’m wrong, I believe you guys were using a different solution prior to Highspot. What were some of the major challenges that your team was faced with during that time?

JB: There was a lack of a hub for information. We know that one of the reasons why our sales enablement team is so effective is we can have a hub for us, right? And the other platform didn’t allow us to create customized pages that could serve as centralized hubs if you will. That really makes it difficult to organize and access collateral and other information in ways that is really intuitive for the people who need to get their hands on it.

In addition to that, we had limited analytics with that tool. It wasn’t built to be a sales enablement tool per se—air quote that one for those of you who can’t see me. I think it served a lot of purposes. It did some things well, but it didn’t do anything really well, and that can be an issue for us in particular. We didn’t have a great Salesforce integration with that tool—full disclosure, we use Salesforce. So that was very important for how we look at our recruits, and keep information, and how we track contacts—that was a really important part of the puzzle as well.

Also, Pitch analytics. If we sent something out from the other tool, we weren’t getting anything back. It just wasn’t detailed enough, so that can also certainly hinder our effectiveness at measuring how we’re trying to engage, but also that helps us understand what’s landing and not landing well. So, that’s challenging. If you can’t understand if the Pitches are making sense to whoever you’re sending that to, that could be a problem. So those are some of the pieces, but also it just seemed a little disjointed, because we didn’t have that integration to Salesforce.

Again, we use that as our CRM here, and that just made it difficult because we lost out on the integrations and that flow we want to have. Also, I would say, just the transparency across the firm. Cause we certainly work with other teams in this role and not having that ability to see, “Oh, Hey, it looks like JB sent out a Pitch on X, Y, Z.” That can be really helpful to another person having a conversation. And we didn’t have that in our system.

SS: Absolutely. And so it sounds like there was a really good impetus for change. And, obviously, you all decided to partner with Highspot—thank you. Since implementing Highspot, how have you been able to overcome some of these previous challenges and really drive innovation?

JB: It’s industry-leading technology, right? So you all at Highspot offered cutting-edge tech that really positioned us at the forefront of our industry. In the enablement world, if you will,  we certainly have firms that we compete against. I don’t know technically who uses Highspot, but we certainly know who does not use Highspot, I’ll tell you that. Having some advanced features and capabilities was critical to ensure that we could be in that leading technology spot, right? That’s part of our brand identity as well as our firm. We’re not trying to be the stodgy old, broker-dealer that sounds like a law firm, we want to be industry-leading with technology. We know that’s where people are going, and we’re looking to attract those types of professionals to our firm. So that kind of helps in it, but also those enhanced analytical insights that we get, that’s important, right? That was a major driver and the need for us to have more robust tools, deeper insights into our recruits, what they’re looking at, what’s landing well, what doesn’t land well, and really the analytics.

Highspot helps us with that, but also it helps us stay organized, which is a great thing. So for those of you who don’t have Highspot right now, we love the search field because it actually uses AI. So when people are in there looking for collateral, they can type in a word that they’re searching for. They say, “Oh, I know that this piece had this phrase, right?” It helps connect those things together, but also those enhanced analytics, when I hit on that topic. It allowed us to open up other pieces that people didn’t know were available. So, maybe there’s someone in a different part of the business who said, “Hey, I didn’t know that we had this specific collateral piece, right?”

Because maybe it doesn’t touch that group per se on a regular basis. So that helps, it creates more engagement. But also, at the end of the day, the biggest thing, of course, was the seamless integration into our ecosystem. That’s an important piece of the puzzle. If it can’t integrate with what we’re doing, we can’t get that into our CRM—which is Salesforce on our end—it just is not going to do us any good.

SS: I could not agree more. JB has not been compensated for the things that he’s saying, he just really loves the platform and is using it in a phenomenal way. So, thank you for sharing that. Now, Osaic has experienced a lot of change this year, including a rebrand following a few acquisitions. What are your best practices for driving, as you call them, recruits to have a consistent experience with you all amidst all of this change? And how are you leveraging Highspot to help?

JB: Absolutely, that’s a great question and an interesting one. We went through a big rebrand, so we used to be multiple firms. We brought everyone together into one Osaic, right? And Highspot has played a really important role, especially on the recruiting side of the puzzle. Because just like anything, when you hear a new brand, you need to have great collateral. You have to have the Sales Plays and other things that you can go in and Pitches that we can get out so we can talk about who we are.

As much as we’d like to think that everyone knows who we are—maybe they recognize one of our old firms like Woodbury, or Royal Alliance, and those firms, maybe that was in the back of their mind. We need to make sure that we can talk about our new firm, right? Osaic, who are we? But also that helps us bridge the timeline for those people who may not be aware that we’ve been around more than two years. We’re not the nucleus of the block, we just brought the thing. Basically, we took all the pieces together to make a really nice firm from all of our other broker-dealers. We had certain strengths from different firms and we brought that all together to create and curate a great experience for financial advisors.

One of the ways is really a unified voice. When we send out collateral, it’s consistent and it has the right brand voice on it, which is important, especially during a rebrand. It’s essential we have that in all of our communications because we want to be really consistent with that. Highspot helps us because one thing, I’ll tell you—and this is for anyone listening, whether it’s our industry or, pharmaceuticals, whoever it may be—what we didn’t want to have was people using old collateral they saved on their desktop. I’ll send them out this piece, and maybe it had our old branding. Because what does that do? It creates confusion because they’re going to say, “Wait a minute, you’re Osaic, but why are you sending me something from Advisor Group? I thought your name was Osaic.” So, it helps that just from a procedural way, because if they’re sending it from Highspot, they’re sending it from Osaic. We know it’s the most up-to-date version.

Another benefit, again, I’m not paid—I do accept free coffee, and I will drink coffee all day long—is that as we update pieces on our end, it updates in Highspot itself, which is great. So we have the most current brand that’s out there. We certainly have a marketing team, we have a design team, and when they make those changes it’s uploaded to a tool that we have. And then from there, it’s updated in real-time in Highspot. So that’s important, but I think also Highspot can be used not only just as an enablement platform, but you can use it to help train as well.

Remember, the cool thing is, you’ve got those Spots that you can make. And I’ll tell you a story: interestingly enough—and this is a best practice for anyone out there who wants to tune into this part of the podcast—when we originally created our Spot, we thought about it from the standpoint of ‘what we want to see in enablement’, right? What is important to us? What do we want to see? It was interesting, we went to your conference out in Seattle, which was really fun—big plug for anyone who has not gone, Spark was super fun, go if you get a chance—and we had some time to sit down with Katie and Elise. Look at our spot, and speak with someone, one of your professionals there who could give us feedback and advice on our Spot. What we learned was, and I will take full responsibility for this one, the light bulb went off in 60 seconds. I’m like, oh my gosh, we created this for us to use. We didn’t create it for the end user.

So, we went back to the drawing board, we refined what we did, and we learned very quickly that when it was speaking to the end user, that’s where we had the liftoff. That’s where everything started coming together because then our recruiters could go in and say, “Oh, hey, this is the spot we fit in. Here’s the information we need.” So that was one of the pieces to how I think that surprisingly through this rebrand, you can actually use Highspot for a little bit of training because we can create those pages and put those pieces there with a narrative as well to help out with that.

Also, Playbooks. It’s another thing you can do in there as well to guide you through different scenarios. There are a lot of ways that you can manage a rebrand, it was so exciting. But it’s, again, one of the kind of bringing these comments to a close. It’s so important that it’s consistent with what we do to drive home our brand message: who we are, what we stand for, and what the thematics of our firm are. I’ll tell you, that was the whole point of our rebrand, is making sure that people knew who we were. Without that consistency, that training, and all the other support, it wouldn’t be as successful as it’s been.

SS: I love it, and thank you for the plug. I do hope you’re coming out to Spark ’24 in October this year again. But, I want to talk about Plays, because you touched on it just now and you have achieved an impressive 67% adoption of Sales Plays. I’d love to understand what are your best practices for building effective Sales Plays and then how are you driving adoption of those with your teams?

JB: Absolutely. So one thing that I will tell anyone—and this is whether it’s a Play or anything else you’re doing—if you can gamify the process and make it fun, people will get on board. If you can make it a challenge maybe there’s a—, and full disclosure, we have certainly run little competitions with different groups about this. Whenever it’s a game people get excited and they really get into it, so I found that has worked well. But as it comes to building effective Sales Plays, I’ve got, again, Debbie DeLuca, who’s on our team, who’s amazing.

She is the absolute pro at making these Sales Plays. But, first and foremost, you have to start with a clear objective. What is your goal? Defining that goal for each of the Sales Plays, whether it’s to introduce our brand story or adoption of messaging to support a specific product or initiative we have; that’s important. You’ve got to have a clear objective as the first point. But then also along that, you need to make sure it aligns with the business strategy itself. Where does that fit into those puzzle pieces? Super important. Number one, that clear objective. Number two, I would say is understanding who your audience is, right? So we can tailor Plays to different roles and teams, because maybe the recruiting team may have a very different Play than our engagement team, or maybe one of our product, professional groups, or our retirement plan sales consulting group, right? So, it’s going to look different. It’s always important again, to remember who your audience is as you think about that. We like that Highspot allows us to really create rule-specific Plays as well. So, that means that everyone has that relevant and actionable content, right? But also have their persona focus in there as well, right?

So, customize the messaging: who is it to, who is the end user? An example of that would be if I’m talking about our technology to an existing person at our firm. That message may sound different to a recruit. What voice are they looking to hear? But also, we do work with third-party recruiters as well. When we consider that, the voice is a little bit different because they’re hearing their clients. They’re our client, per se, because they contract through us. Their client is actually that end advisor. So that voice is a little bit different. So that’s certainly nice, but also leveraging the guidance, make sure it’s structured in there, what are the step-by-step pieces, right? Clear step-by-step instructions are important.

Also, if you can put scenarios and use cases in there, that’s always helpful as well. And of course, it wouldn’t be Highspot if you didn’t have the ability to integrate some cool stuff—media, photos, presentations, PDFs, those kinds of things, those go a long way, right? If I give you a play and it’s just a Word doc, let’s be real—you’re losing interest in five seconds, you’re done. But, if we’ve got pictures and other things in there, that also helps to engage users, but again on top of that, it’s a support piece. I like to call it support collateral, I would say that goes in there.

So we can link in pieces from our collateral library, templates, scripts, and things like that we have that make it nice. But also, in addition to that, we can go back and look at the performance, too. Are those Plays, are they hitting well with the audience, or are they not? Because if they’re not, we might have to go back and figure out, okay, if we have a 2% open rate, what are we doing wrong? What messaging isn’t getting there? And I would tell anyone, “Hey, the best thing to do is reach out to one of those people that you’re literally creating the Play for.” You may be surprised—what you think they want to hear and what they actually want to hear are two different things, but analytics help. If you have to swallow your pride from it and be like, “Okay, I thought I was right, clearly I was wrong, let me make the phone call to escrow, what do you want to hear?”

Along with that, some best practices in the Plays is facilitating the collaboration. We can collaborate across teams on there, too, which is great. I know that was a short question, but a lot of details on that one. Again, I’ve got a great team of people that I work with and we love Highspot, obviously, so one of the best ways to use this tool, is it needs to have a feedback loop on these things, right? That’s how you can really refine it and make it great because that’s the whole purpose of us using this: to engage, educate, and do everything we do.

SS: Absolutely. Now, I want to talk about the impact that this has had, and you guys have seen some really impressive increases in quota attainment and win rate. Can you tell us about some of the business impact that you’ve been able to achieve since implementing Highspot?

JB: We have had—this last quarter, into this year—some of the best recruiting that we’ve had on record, which is great. Now, there are a lot of people who can take credit for that, right?

There are a lot of people who contribute to that goal, but I can tell you that what we’ve noticed is you can achieve higher efficiency in what you’re doing by using Highspot. Because, now if we have recruiters or other groups throughout our firm who want to leverage the tool, they don’t have to shoot in the dark to find 50 places and find the collateral or the tools they need in their role.

That helps, because there are a lot of hands in the cookie jar when it comes to bringing financial advisors over, and in my role specifically. On a regular basis, we have to work with a lot of different groups. That’s one thing that’s important. It also increases the kind of quota attainment itself, we know when people are engaging with us, and we know when they’re not because we have analytics to that. If we see someone that’s engaged, that’s a way better way for us to spend our time. Let’s talk to that recruit, let’s continue the conversation. Or, maybe we’ve had someone who opens up emails or they just look at it and glance. Maybe it’s time for a phone call, right? So a couple ways [it can help] is one, it can help us gauge is the lead cooler than we think, or is the lead warmer than we think? How do we want to take those actions? It also helps us drive higher win rates because we have those data driven insights, that’s important. I know we’ve talked about it a lot, but those advanced analytics to help our team understand what’s important to that person they’re speaking with and that’s across the firm. As an example of the recruiting side, are they interested in hearing about our wealth management offering, maybe it’s our succession and acquisition planning we have, are there services that we have that they’re really interested in?

We can plug into that, have a great conversation and go from there. It does help us achieve those higher win rates, but also just from a success standpoint. We’ve seen, as they say, the proof is in the pudding. There’s a lot of people in our industry, in our market, in our model, in our — even who compete with us, but we’re seeing really great recruiting success. I think part of that is our ability to help drive consistent messaging, have those collateral, but also share why people would want to see themselves with let’s say Osaic as a firm. That takes a story, it takes collateral, it takes teams, it takes consistency. I think when you add those all up, those contribute to that.

But again, the other important part as we think about that too, is that helps drive revenue. There’s that scalability factor, all those things play into that success. We’re lucky that we’ve been able to count on Highspot to be part of that. As we say, it’s not about the amount of touchdowns you get. It’s all about moving the players down the field and Highspot helps more efficiently move the players down the field, because that’s what you can control. And we know that leads to better win rates.

SS: JB, last question for you. As you look to the future, how are you continuing to drive innovation through technology at Osaic and how do you plan to leverage Highspot to help?

JB: Absolutely. I love tech, I could talk about it all day. But for us, as I think about ways that we’re continuing to drive that innovation, Highspot allows us to be user-centric with what we’re doing. And that’s important, whether it’s the internal user who’s using it on the inside, but also the user-centric piece on the receiving end.

When we’re talking to those recruits that could be our existing clients, who would be financial advisors, and professionals who are already with us as a whole, right? Having that technology allows us to continually refine what we’re doing, and scaling up and scaling down is a big piece of that. We are lucky enough that what I would tell people, the analogy that I use when I’m talking about our story here is, there’s a lot of firms who— whether they’re larger than us or smaller than us—we all have similar capabilities, more often than not. Let’s be real, right? We all know that. You’ve got 20 different coffee shops, they all serve coffee. But, what makes us stand out? One of the things we’ve done with our technology is make sure that instead of putting things together with band-aids—I like to say fishing line, and hope it works—one of the things we did over these past few years is we ripped out the wiring, we ripped out the plumbing on the house, we did the hard work first. Part of that was also us bringing on tools like Highspot, because when we have a better technology infrastructure as a whole, these things are cool because we can scale up, we can also scale them down.

The other piece to that too, as I look to drive that innovation, are those tailored experiences as well? That’s important. I’ve seen emails from some firms and it’s the exact same thing. I think to myself, how interesting would you be as the end user to get three of the same emails from three different firms? How crazy is that? We can create that tailored experience, and It also helps us show that we’re listening as well, because if you’re leaving the firm, you’re not leaving because you don’t have anything better to do with your time. There’s a reason, so let us help tailor that to your experience. But also, innovation-wise, we can really drive dynamic content as well, which is important that adapts to our users journey. Again, that could be internal or external when we use that as well. But, I think a lot of it can be summed up with one big thing: I’m looking to foster that culture of innovation, to help carry that torch across our teams and throughout the firm. I’m lucky enough that, quite literally from our CEO and our president down, they are so supportive about empowering us to create that innovation. We want to be the technology leaders in our industry, right in that broker-dealer space.

So there’s a lot of things I’m really looking forward to when it comes to innovation. Those are just a couple of them on driving that innovation. But, for anyone out there, even if you don’t have Highspot now and you’re listening to this and you’re like, “Hey, we got a different tool.” Just know that tailored experience, the analytics, the ability to, scale up and scale down and all the integrations for us at Osaic, we found that is where the magic happens and that translates directly to our win rates and success in other areas. We can create a really clear dotted line from A to B, and understanding what that ROI is as important as well. As much as I can talk about——, if you ask me, I’m going to say everything is fantastic. We’re making great progress and having great wins. We’ve still got to back it up with some metrics, too, and that’s where it comes in, on the analytic side. I would just I would do all emojis hey, here’s our whole scorecard. Everything’s an emoji. But usually people want some more tangible numbers to be alongside that as well.

SS: J. B., thank you so much for joining us today. I really appreciate the time. Thank you again.

JB:  Thanks so much for your time, it’s been a pleasure.

SS: To our audience. Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is Shelby Luchini, the strategic content go-to-market enablement manager for Grammarly. Thank you for joining us, Shelby. I would love for you to tell us about yourself, your background, and your role. 

Shelbi Luchini: Awesome, thanks for having me. A little bit about me, I’ve been at Grammarly for a little over a year in our enablement org, and prior to that, I was at Outreach for about seven years. I had an awesome journey there where I started as a customer-facing rep and moved into enablement and I really love onboarding, coaching, and training reps. At Grammarly, I’ve been doing that same thing.

We have an awesome enablement team here and my role is working on strategic programs that scale across our market org. So from BDRs, all the way to RCS and SC function. Anytime we’re building out programs that might have to do with discovery or new feature releases, new content for our teams, and working really closely with our product marketing partners, that’s where you’ll find me.

SS: Wonderful, we are excited to have you here. As an experienced enablement leader, I’d love to start with understanding some of your key considerations for crafting an enablement strategy that really drives impact.

SL: First and foremost is really making sure that we have a buy-in and a good understanding, from the leaders as to what they’re looking for as far as accomplishing goals. Standing up some strong KPIs around what we’re looking to accomplish with the program and working really closely with reps.

So we have some segment enablement managers on the enablement org that I work really closely with. We partner closely with the AEs, CSMs, any roles that we’re rolling out to, to make sure that we’re getting not only the leadership and the manager perspective but rep perspective on what they’re struggling with and what the problems that we’re looking to solve with any of the enablement programs.

That’s first and foremost, and then having a really strong reinforcement strategy. So one thing I’ve learned with enablement that’s super important is, trying to avoid flash-in-the-pan enablement where you might have a bunch of ad hoc requests coming through from leaders or reps and making sure that you have a strong reinforcement strategy to bolster on top of the enablement programs that you roll out.

SS: You talk a lot about your experience building enablement programs from scratch, particularly on LinkedIn, which I love. What are some of your best practices for building enablement programs from the ground up to support your go-to-market initiatives?

SL: It comes back to having that manager buy-in and having managers support enablement programs when you don’t have some of that reinforcement from the leaders. It’s really difficult to make sure that reps are taking trainings, or even invested in their learning and development. It comes with the culture and laying the culture and the foundation is probably where, if you don’t have that, it’s going to be really hard to stand up an enablement program from the get-go.

So there’s that. I also think that building strong foundational partnerships with go-to-market teams, like product marketing, those different departments are super fundamental to the success of any enablement program. So I think manager reinforcement and the partnerships that enablement builds are really crucial to any success of building something from the ground up.

And then lastly, I’ll say having a strong vision for what enablement looks like is awesome, but also having some quick wins. Putting together a strong roadmap is great in partnership with leaders and everything when you get in, and maybe a sales team isn’t super used to getting help from any sort of enablement or having resources.

Having quick wins to show, hey, this team is really valuable to our organization and they’re just trying to help us learn and grow both professionally and personally. I think that’s super key to having a strong enablement program and starting from the ground up.

SS: Yes, I could not agree more. It’s fantastic that you’re striking that balance between the long-term strategy and also supporting those quick wins. How does your enablement platform help you to deliver on both of those components, both your strategy and the quick wins to support your go-to-market initiatives?

SL: We use Highspot as one of our enablement platforms, and it really allows us to direct the teams to a one-stop shop. So they always know that Highspot is the platform to go to after we have any sort of all-hands meeting or an enablement meeting or training, and it supports us in getting out new content. Our marketing and product marketing team does an awesome job of developing really great thought leadership and content.

And we’re always. It’s, putting that in front of our teams, to support some of those ad hoc requests that might come through as well as, big strategy enablement programs like Discovery Playbooks or Persona Playbooks. And we’re always driving reps to Highspot and they never have to guess where content or enablement programs or trainings live. It’s always in that one place. 

SS: I love that. And I know one of Grammarly’s key initiatives this year is ensuring that you’re constantly upleveling both your new and experienced reps for discovery, especially with the c-suite persona. How are you driving this effort through your enablement programs?

SL: We’re trying to weave discovery and that starts from the most basic foundational discovery playbooks. Giving reps insight into how to use insight openers and data to have compelling questions and dig in and uncover payoff and impact with their customers.

But we’ve rolled out a ton of different Plays, and that includes Plays from discovery, buyer personas, as well as any new feature releases that we’re rolling out. We’re always trying to incorporate Discovery questions into that, and how can they make sure that this is just a natural part of everything?

Any sort of enablement program that we roll out to just have it be muscle memory, right? We want it to be second nature as far as when they’re having those conversations with prospects and customers really leaning in and they should be sprinkling discovery into every conversation that they have.

Discovery isn’t just a one moment in time or one call. It’s all always happening throughout the entire sales cycle. We want to make sure that muscle memory is really baked in and really an inherent skill for reps.

SS: And you have a particular interest in utilizing Digital Rooms. How are your teams leveraging Digital Rooms to really personalize the buyer experience for some of your key personas?

SL: Digital Rooms has been a really exciting thing for our teams. Just to give a little context, prior to using Highspot and Digital Rooms, our reps were sending out emails with big file attachments, it was probably getting lost in a lot of prospects inboxes, and very difficult to find information and send it out to prospects with the latest and greatest.

So Digital Rooms, what I love about it is it’s allowed our reps to be themselves, it shows their personality. They’ve added pictures of themselves showing their hobbies and putting a face to the name, almost similar to like a LinkedIn, but next level, which I love.

And then we also have content that’s definitely personalized to our different buyer personas. And so giving guidance on hey, here’s some information that you might send to a marketing persona or a CX buyer. So we’re really clear with our descriptions and our content of what what content might be applicable to different personas that they’re reaching out to.

So it should be really easy for the reps to drag and drop content into our different Digital Room templates that we’ve created. So we have a handful of different Digital Room templates that reps can just go ahead and create, and then they’re also just making copies. They’re sharing out Digital Rooms with one another.

So it’s been a really great experience and I think reps are using it across the deal cycle. Not even just to help them close deals, but after the fact, passing some of the Digital Rooms over to some of our onboarding folks, so they can continue the journey with our customers.

SS: I love that. And I’d love to dig into that maybe in another podcast, cause I’m always curious about how companies are using it across the entire journey, not just pre-sales, but post-sales as well, so that’s exciting to hear. Now, you’ve also seen some really great results utilizing Sales Plays with your teams and you guys have.

92% adoption, which is amazing. What are some of your best practices for building effective sales plays that really help your teams land these go to market initiatives in the field?

SL: I think one of the biggest things for our teams is just consistency; consistency and how Plays look, how they feel and the rate at which we roll out different Sales Plays, right? I think it comes back to the flash-in-the-pan enablement and trying to avoid doing some of that. But anytime we’re doing, you know a tier two or a tier three feature launch for example, there’s always an associated Play and it always includes insight into those discovery questions—what are some discovery questions you can incorporate to dig deeper, uncover pain, et cetera. But, we’ve really relied on Highspot for some of their best practices. And so we follow the know, say, show, and do method, which has been really helpful—and not even just for me, in terms of building the Plays—but I think just for reps in following, here’s what you can expect every time you see a Play. I think that’s been really helpful for them from a consistency standpoint.

SS: When you’re thinking about your go-to-market initiatives, what are some of the outcomes that you have seen that might have seemed impossible to achieve, but that you’ve been able to do with your enablement efforts?

SL: Prior to using Highspot, we really had no insight into, how many emails reps were sending, how the content was getting engaged with—it was really a black box. Looking at some of our results from Highspot, reps have sent over about 3,500 Digital Rooms and we’ve had Highspot since December of 2023.

There’s been a lot of engagement with customers, over half of those folks that our reps sent those Digital Rooms have actually engaged with the content, which is really exciting to see. They’re sending tons of content, They’re sending Digital Rooms, and we’ve had over 1,200 opportunities contacted, and I don’t know if that would have been possible—or we wouldn’t have at least known that it would have been possible—without Highspot. We’ve influenced a significant amount of revenue with the platform. I think just the visibility into seeing what we’ve done with Highspot has been incredible.

I’m really proud of the team for leaning in and really taking a Highspot under their wing, because hen I first deployed it, I was a little skeptical of getting some of those really exciting metrics and it’s been a really cool experience to see the teams really embrace it.

SS: It seems like you’re seeing amazing trajectory with it, so you’re doing a fantastic job and kudos to you and the team. Last question for you, Shelbi, as you are looking ahead, how are you continuing to push the envelope on what’s possible with enablement at Grammarly?

SL: One of the most exciting things that we’ve done over the last year is one, built out the enablement team.

So prior to my manager Flav starting, there wasn’t any enablement and now we’re at seven folks on the enablement team, which is really exciting. I think we’ve done an amazing job of laying this out—the foundational programs, discovery, enterprise ICPs, persona, playbooks. Now, we’re really starting to get into some of the more advanced topics like building business proposals and really laying some of those next-level programs for the teams to go bigger and go sell into more of those enterprise companies.

There are some really exciting things on the docket for enablement and Grammarly, and continuing to lean into some of that reinforcement. I think we’re going to be able to build on a lot of the enablement programs that we’ve already set into motion.

That’s one thing that’s super exciting about enablement is, you always come back to some of those foundational things that you’ve rolled out in the past. They always continue to iterate, we always continue to partner with our product marketing teams on how do we bolster those and continue to incorporate new features into that existing messaging, et cetera.

I think there’s a lot of really awesome opportunity to continue building on some of the foundational programs and starting to incorporate ROI into the conversation and uplevel the skills from that perspective.

SS: I’m excited to see what you and the team do at Grammarly. Shelbi, thank you so much for taking the time to chat with me. I really appreciate it. 

SL: Right on. Thank you so much, really appreciate your time.

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is John Hesseltine, the senior manager of sales enablement at Crestron Electronics. Thank you for joining us, JJ. I’d love for you to tell us about yourself, your background, and your role. 

John Hessaltine: Thank you for having me, Shawnna. As you said, I’m the senior manager of sales enablement at Crestron Electronics. We do a bunch of different things that make everyone’s lives easier and I’ve been here for almost six years. I previously came from another manufacturer in the professional AV space. In total, maybe 12 years total in the professional AV scene.

But I’m not alone, right? I have a fantastic team of six people who all work together to create sales enablement content all within Highspot. So it’s clearly not just a job for one person, I represent the whole team here and we’re excited to be a part of this. As for like the role and what we do, like it’s been in flux for the last six years since I’ve been within sales enablement, it’s still like sales enablement still an extremely new position, we’re still trying to figure out what it means.

Sales enablement folks know what it means, [but] everyone else within the company is like, “So what is it that you do?” I guess what that means is we’ve been changing what we do every so often. Every year we have new updates, roll out different strategies, and try to implement new changes to hopefully equip the sales team better around the globe for Crestron. It’s been a lot of fun and we just try to make ourselves useful for everyone. 

SS: I love that. Thank you so much for taking the time to join us today, I appreciate it. Crestron Electronics is definitely on the cutting edge of innovation and manufacturing. What are some of the strategic initiatives that you are focused on driving for the business and how does your enablement strategy help to support these?

JH: For folks that don’t know Crestron Electronics, we have almost 2,000 unique SKUs —a super wide range of products that we offer: commercial, residential, marine education, government healthcare, and hospitality. We do so much stuff [for] everyone that’s behind the scenes if you will. The way we say it is we make spaces smart, we enhance the way people live and work, and we do all that via hardware or software. There’s a lot of stuff that goes into manufacturing, but it’s really difficult to enable [for] 2,000 unique SKUs. You could do content for each one of those or each product family, but that doesn’t totally work.

What our value is as a company is how we bring all of that together to create one consistent ecosystem, regardless of if you’re in the home, or if you’re in the office, or you’re in the hospital, a hotel, or a school. We bring all that together and that’s where sales enablement is key. Being able to consistently deliver a message, not just about products, but how all those products come together as a multi-layered, multifaceted approach. Creating value not just for the end user, but the IT professionals and the people that have to work with the technology on the backend every day.

So, really it’s enabling our sales folks to talk about, and position our ecosystem, and leverage everything that we have to provide the best possible experience. That’s what we do when we create storylines, right?

We work with a bunch of folks in different aspects of the business. We have people in vertical marketing and channel marketing, we work with the various team leads and VPs to come up with consistent strategies for their teams to leverage with all our products. A hospital is going to use the same product that potentially an enterprise is going to use, but they’re going to use them in different ways and they’re going to connect to different things. We enable folks to speak proficiently about our product and our solutions specific to the market. That’s what we’re doing and that’s how sales enablement is helping Crestron get that word out and that message out.

SS: Now, you talked already about some of the unique considerations for the manufacturing industry, but how do you factor those into building an effective enablement strategy?

JH: Part of the best thing about being a manufacturer, and especially when you’re techy, is you get to work with the people that build the product, engineer them, and design them. The biggest issue when working in an electronics manufacturer is translating that vision from the person that created it and making it accessible to everyone to understand not just, our customers, but also our sales team.

We can do some really interesting and complex solutions for problems that our customers might face. It’s sometimes really hard to explain how we do that and what our value is in doing that. That’s one of the interesting things about being a manufacturer—you’re creating all this new stuff, and it has a place in the market, but you just have to tell the customers and tell the world what it does and how it does it.

The way you do that is via your sales team. Of course, you can do marketing, you can put anything out there on the internet on the web, and make posts on LinkedIn. It’s really making sure that your sales team can also articulate those advantages and they feel confident in doing it.

We want to make sure that they can have conversations about the products and go a little bit in-depth when they need to. And that’s why we leverage, Sales Plays within Highspot. We can give them what to know, say, show, and do with their customers. And, it gives a really easy hopscotch approach within their sales opportunity.

They go from their needs audit, or they ask questions of the customer to find out what it is that the customer is looking for. We don’t tell our sales team to go in there pushing X, Y, and Z products. We want them to sit down with the customer, understand what their needs are, and what their problems are, and have a meaningful conversation with them.

Then we can start prescribing and telling them we think this would solve their issues, and here’s why. Highspot has allowed us to organize those conversations for the sales team in an easy-to-follow way. I think that from the manufacturing side, that’s difficult. Initially, without a platform like Highspot and without being able to organize all of this stuff, you would just get spec sheets, and spec sheets don’t tell a story. Some people can understand or read one, and they prefer that, and that’s fantastic. But a lot of people making purchasing decisions in our industry find a lot of value in other aspects and they don’t care to learn specifically about what the product or solution does.

That’s the fun part about working for a manufacturer, we can make that story, extract from the spec sheets, and use those as data, but then create the story of how the sales team should use it and talk to the customers and show the value.

SS: Now I want to focus specifically on the enablement components prior to Highspot. I believe you all were leveraging a different enablement platform to execute your strategy. What were some of the challenges you were facing during that time and what was the impetus for making a change?

JH: This was before COVID, and we switched to Highspot during COVID. We switched to Highspot in early 2020 and we had already made that decision. But in December of 2019, someone who was pretty high up came walking by my desk [and said], “Hey, so and so says that the platform’s not good.” And we’re like, “Oh, okay. Interesting.” And so I told my boss that, and it was “Oh, all right, we got to make a change.” It had reached the point where it was being spoken about that. What we have isn’t working and it was all the way at the top of the company. And we’re like, “Alright, we’ll make a change.”

We did our due diligence, we looked and explored different options, and we landed on Highspot. It made a massive difference. We didn’t know what we were missing, we didn’t. It’s been a wild ride, we’ve been with Highspot for a little over three years at this point, and it’s been great. It’s been eye-opening and we’ve been learning so much and reiterating what we do with it. We weren’t able to get that with our previous platform and it’s been awesome also working with Highspot in large part, thanks to podcasts like this that we’re on now, where there are sales enablement pros also being a part of the journey with us as a customer.

We learned so much from not just being in the platform, but from all of the content and all of the assets that Highspot as a company creates for the sales enablement industry. And that’s been extremely helpful for us to sit down and focus and not have to do our own research specifically, but listen to what you all say as pros, and it’s gone a long way to help us create a better platform for our users.

SS: I do always love to hear that, so thank you. Now, talk to us about some of the challenges, though, and how you were able to overcome those challenges by leveraging Highspot to help?

JH: Biggest challenge: I can’t find anything, and I don’t know where anything’s at. Our previous instance looked like a folder structure. No different than SharePoint, right? So that was the biggest hurdle, our sales team needed to find resources to use. We’ve been able to reorganize Highspot—search tags were a godsend. Being able to organize things with tags and then, guess what? The search works with tags. It just made it so easy to, you can find content.

What we’re saying now—and we should have said this three years ago when we first started using Highspot—[if] you can use a mouse, you can use Highspot, it’s where you can find everything you need. Now granted, a lot of that has to do with my team of six folks who worked hard through multiple iterations, Highspot assisted with making a UI that makes sense for our users.

We were able to do that, and the next thing was actually telling people how to use the content they found. Sales Plays was just like an epiphany. We didn’t have anything like a Sales Play prior to that, so we would just put assets on there. Comparison documents, compete documents, SWOT analyses, all the typical things sales say they need and marketing says you should do. We’re doing all that content, we would put it out there and announce it so people would know about it. But, only 20% of the sales team looks at the announcements we do.

You can’t force their eyes like Clockwork Orange, where you just see and look at all our announcements for everything. Being able to organize it in a way that makes sense for the user has been able for us to leverage, to organize the content in a way that they see it, they find it, no matter their journey to get there, regardless if they’re clicking, or if they’re searching, or if they’re looking at one of the Sales Plays we made, right?

We have the content in multiple different ways which has been super helpful. We still get calls about, “Do we have any assets about this?” Absolutely. But, those calls are super diminished. If anything, it’s great now because everyone knows that they should be looking in Highspot first.

They say I didn’t find it in Highspot. We might have done something wrong, but we’re also super happy that the sales team is using Highspot to find content. It’s been great. It went from something that was, “I guess I need to look in there for something”, to the default workflow and work path for the sales team.

They will look at Highspot first before they go to our website. They will look at Highspot first before they go to our marketing portal. Highspot is that single location where they go to find anything, and that’s it. There are certain things we don’t have on Highspot for a reason, and we get questions like, “Hey, why isn’t this on Highspot?” “Oh, because of this.” “Oh, yeah, that makes sense.” But it’s so ingrained in them now to go check Highspot first. It’s great, we’ve been able to surface the content and organize it in ways that we weren’t able to do before, and that’s made all the difference for us.

SS: And I can tell because your results are amazing. You guys have an incredible 92% adoption rate. I’d love to understand, what are some of your best practices for driving adoption with your reps?

JH: It’s a name, actually. Jill, on my team, is one of the reasons that we have such great results. One of the great things about this whole sales enablement thing is people know who we are now. Our names are associated with all the content we do and one of those names is Jill, on our team. She calls every single rep, and we’re a global company, so we have people all around the globe and she calls every single one of them. From their bosses, their directors, and their VPs, and asks them, “What are you using from Highspot that is successful? What else do you need? Do you have any comments?”

We have constant contact with all of our sales reps and we use Highspot as the backbone for it. “Did you see this, by the way? We just added this to Highspot and we just announced it out. Did you see this?” “Oh yeah, I’ve seen it and I had a lot of success using that with X, Y, Z customers.”

We pick up the phone and call people. I know it’s a weird concept nowadays, but we literally do schedule phone calls, and Jill calls everyone in the organization and it helps us get everyone on the same page. So that’s one of the ways that we drive adoption.

We call them and tell them what’s new, right? [It’s] really easy to ignore an email, especially when you get multiple emails from the same source over and over again because we’re constantly churning out content for them. You can’t ignore a phone call, [and] you don’t want to ignore the phone call from Jill. It’s great though and that’s how we get a lot of uptake on the platform. 

SS: Communication is key, so that’s fantastic. JJ, you’ve talked about this a few times, but I’d like to actually click into it a little bit. A major part of your strategy is Sales Plays, for which you even won an Impact Award—congratulations. What are your best practices for building effective Plays?

JH: The first thing we did, and maybe it’ll help others get their Play adoption up, is we make like a monthly reader’s digest for each of our market verticals. We call that the monthly message and we make that in a Sales Play format.

So that is the default thing, we put everything in there. It’s not like we’re explaining everything, we just have links. It’s like a repository, a link to Plays, and it trees out from Play to Play as you go down there. We have all the sales teams default.

“Oh, I’m going to look at the commercial monthly message. I’ll look at the residential monthly message.” And you can’t go wrong when you look at that because of all the content that we create. The sales enablement team, we don’t just say, I feel like making a piece of content or a Sales Play on this today. We work with the sales leaders and find out what they are really focused on—if there’s a new product, or a really big initiative.

We don’t just create content for content’s sake, we make it relevant to the business, and our sales team travels a lot. If they just need to check in on, “Oh, what is it I’m supposed to be doing?” It’s in a Sales Play. It’s right on the homepage of Highspot when they log in. We have the monthly message Sales Play and that has other Sales Plays in it. They can go in, they know that they’re going to get an organized structure of, what to say about it, what our advantages are, there might be a competitive analysis in there that they can look at or leverage, and pitch out to a customer when they’re going up against a competitor like that. And it’s just become an integral part of the experience within Highspot.

Yes, we have a lot of individual assets, but almost every asset is made in response to a Play. They’re all tied in there and they’re all interconnected. Plays have been a major part of our time at Highspot and we find them good to leverage. It’s a solid solution and we don’t make them too big either.

SS: Absolutely. It sounds like you’ve created a really interconnected experience for them leveraging plays. How do you leverage those same sales plays to help support some of the key strategic initiatives that you’re driving for the business?

JH: Like I said, we do them based on new product launches or campaigns that we’re leveraging. But the main thing is, we have a red phone all the way to the top, and we can talk to anyone. That’s one of the great things that we’re privileged to have, is we can speak with anyone.

We use those Plays to say, this is what XVP is saying, this is what the mandate is, right? At the end of the day, we all have marching orders. The plays encapsulate that, right? And that’s how we get strategic initiatives accomplished. I can give you an example. Recently there was some industry news.

The first thing that happened, the head of residential sales called us and said, “I need a Sales Play about this subject right now.” We created a form, he gave us a little bit of information, and we went with it from there. We worked with marketing, we created a Sales Play, it was super timely and super important.

Then, what the head of sales did, he called every single rep and said, “There’s a Sales Play made. I need you to read that. There’s also a Pitch template made. I need you to pitch that to every single one of your customers.” This is not typical, but it was extremely timely. We just got handed a golden opportunity and we need to take this, our whole sales team needs to act on it immediately. Sales Plays are super vital and super important to us and as a result, we reached out to thousands of people, thousands of customers and have opened up conversations that, those doors we thought were closed. We’ve opened up conversations with those customers again, those deals, and it’s been great.

So we’ve had a great response with it. It’s awesome, the sales leaders, like the head of sales, think of Highspot first when he wants to get a message out. 

SS: That is amazingly impactful and again, another area where you guys are seeing amazing results. You’ve driven 88% Play Adoption amongst your team, even in just the last few months. Can you tell us about some additional examples of the impact that you’ve been able to drive through plays? 

JH: I can’t give you numbers specifically because as we’re talking, our Salesforce sync is happening with Highspot, which is at 30% at the moment. So we don’t have numbers associated with anything.

But I can tell you, my team sees it on LinkedIn all the time, we see our content being used on social media. Of course, it’s legally approved and able to be sent externally, we market as such within Highspot. But we see our content in use, we see the messages that we write, how we write things, and what we tell our sales team to say.

We see that happen and then the sales team will come back to us and say, “I had a lot of success with this. This worked so well. Can we get something else like this?” I think the proof is in the pudding, we are seeing 100% impact of what we do. It is so cool to log into LinkedIn and then see new ways that people are using our content. I can’t give you numbers, but I can tell you that it’s being used and we see it everywhere. It’s great. 

SS: It sounds like it. JJ, last question for you. As you look to the year ahead, what are some trends or innovations you see that are really shaping the future of enablement in manufacturing?

JH:  AI. AI is something that we’re really excited about. Everyone’s talking about Microsoft Copilot, ChatGPT, and all of those things. I haven’t dabbled in that too much, but I’ve dabbled in a bit of the Highspot AI and how much that’s helped us. If that can translate over to creating content, that’d be awesome.

As I said at the top, we have almost 2,000 unique SKUs. That’s a lot to create content for, and if we can just create little tidbits of information about something that we didn’t have before on certain SKUs, that’d be awesome and that helps a lot. I think AI is going to be a way that is going to make us more efficient, right?

We’re not going to leverage AI to create new content from scratch. You have to feed it good material, but it’s just going to make our lives so much easier and so much quicker to collect the information, and put it in a standardized format that we can then bring to the finish line.

As it is now, we spend hours, days, and weeks doing certain tasks. AI is going to make that easier and it allows us to be more efficient. I don’t know if AI is going to help us get more done, right? The biggest thing I learned from Highspot is it’s not always about more, but it’s also about the [quality], more importantly. We don’t want to do more Sales Plays.

One of the biggest things I learned from Spark was you can only change the behavior of the sales team three times a quarter. More than that, the sales team is getting whiplash. We’re not going to use AI to create more content in that respect, but what we’re going to do is we’re going to use AI to help us focus more on creating better Plays for the sales team.

AI is just going to take a load off our backs and we can focus more on what is impactful for our teams, and we think it’s Sales Plays. That’s what I’m looking forward to, I’m looking forward to more AI stuff. We’re still in a trust, but verify phase with AI. I think that’s going to be a massive help to help us really concentrate on what we know is effective for our sales teams. 

SS: Amazing. I hope you’re joining us again at Spark ‘24 in October because I think we have a lot more innovation coming on that front. John, thank you so much for joining us today, I really appreciate the time. 

JH: Thank you. It was great. Thanks for having me on, I really appreciate it. 

SS: To our audience. Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi, and welcome to the Win Win Podcast. I am your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. 

Here to discuss this topic is Lou Keane, the senior vice president of revenue operations at GWI. Thanks for joining us, Lou. I’d love for you to tell us about yourself, your background, and your role.

Lucrezia Keane: It’s great to be here. I joined GWI about 11 years ago, previous to that, I was working for another research company called Kantar. I started off as an individual contributor on the account management side and worked my way up there for the first six years. When I joined GWI 11 years ago, it was very much a startup. There were 13 people in the whole business and I joined to set up the account management team.

And then grew that team from myself as a player-coach and one other rep, to having 15 account managers. We launched a customer success team as well so then high antenna customer success reps. And drove the growth of the account management, renewal, and expansion of existing accounts.

By then, my role pivoted and changed a little bit. So I started looking after what we define as sales excellence, which covers everything around enablement and operations. This is at the point when we brought Highspot on board, and my role now is a little bit more focused on revenue growth. So, looking after SDRs, channel, and partnership solution partners, which are essentially our sales engineers but spanning still some enablement operations. 

SS: We’re so excited to have you here, Lou. You had an opportunity to work across multiple disciplines, as you mentioned in your introduction, from account management to sales excellence and revenue growth, based on this experience, what do you see as the strategic value of enablement for revenue teams?

LK: Absolutely. From my perspective, the main thing about enablement is helping to improve efficiency and drive productivity. Whether it’s updating processes, creating new processes bringing on tools that enable you to automate certain tasks, driving efficiencies, or having the analytics and the background to really understand the impact of those tools and the impact on the business.

Then the last bit for me is content. Having the right content for the reps, whether it’s training type of content or more of the sales collateral and sales assets. For me, enablement looks at processes, tools, and content, and to drive efficiency and productivity. 

SS: I couldn’t agree more. Now, thinking back before you had Highspot, what were some of the challenges your teams were facing? 

LK: We had a few. So, as a startup and then a scale-up, there were lots of pieces of content saved in lots of different places. We moved to Google Drive, and it was very difficult for reps to find the latest piece of content and the most appropriate for certain conversations with different types of clients.

It was difficult to measure client engagement with that content. Providing a marketing team or strategic insights team with feedback on how clients were engaging and what really worked in the sales process—those are the main challenges. Then, streamline training and onboarding. It was very manager-led, done slightly differently, depending on the manager, depending on the team. So streamlining all of that was a key aspect that we needed to improve. 

SS: I think we all can definitely relate. And at that time, I believe you were leveraging a different enablement platform.

What was the impetus for deciding to make a change and find another solution? 

LK: At the time we had an LMS. But I don’t think it was being used as widely, or as effectively as it needed to be. It was also because it wasn’t owned within the revenue team—adoption wasn’t great—and then we used Google Drive for managing a lot of our content, which isn’t the best place to manage content.

Yeah, really fun finding a solution that helped with content management and tracking, but also coaching and training. As part of the evaluation process, we spoke to a number of different companies, including Highspot. But what really made Highspot shine compared to some of the other companies that we were evaluating was really the ability to do both of those things and do them well.

We spoke to companies that were really strong in the content management part but didn’t have the coaching and training element and vice versa. So, having the combination of the two was really key for us. 

SS: I love that and I’m glad you did. Part of your team’s focus when bringing on Highspot was building out training programs.

Why was this a key focus for your business and how did Highspot help you to build effective training? 

LK: It was a key focus because we were growing really rapidly. We were hiring lots of new people and realized that maybe our ramp time was a little bit slower than we wanted it to be. As I mentioned earlier training was very manager-led during isolation by different teams and different managers.

Some were better at it, some weren’t as great. So really having a consolidated unified way of training the different teams, bringing them into Highspot, building out Sales Plays, building out all of the different learning paths, customizing those learning paths based on different roles or teams that they were working on.

It enabled us to be a lot more effective and efficient with the training that we were building, and how that was being delivered to our reps with different types of content, in different types of formats. We brought in LinkedIn Learning videos and had our own, we mixed it up with some face-to-face sessions and some self-learning and had different quizzes. So it made it much more engaging and interactive than we had before. It also enabled reps to go back to it. So it wasn’t a kind of one-and-done type scenario, but it enabled them to, if they weren’t quite clear on something, to refer back to it. But, I think one of the key things that we’re still leveraging now—and it’s a really easy way for reps to understand new processes or products—is Sales Plays.

It really helps give the rep a streamlined, really concise view of, for example, what the product is, how to speak to customers about it, what use cases it answers, how will customers be leveraging it, and really helps them in their sales journey. 

SS: You’ve done an amazing job. Your team has seen incredible adoption since implementing Highspot, including 88% recurring usage. What were some of your best practices for driving adoption when you first implemented the new platform? 

LK: We did a lot of training, and a lot of roadshows team by team to really address the needs of every individual team. There was a lot of drop-in sessions following the first launch, and we spent a lot of time showing the value of Pitches and Sales Plays and why it was a much quicker and better way of finding out more about a product. But also, with the Pitches, is sharing content with clients and prospects, understanding how those clients and prospects were engaging with those.

It was so easy to show the value of things like Pitches to the sales reps because for an account manager where the contract’s coming up for renewal, they could share that through a pitch and they could see: A, has a key decision maker engaged with it? Have they shared it with anyone else? Who are they sharing it with?

It gives the reps the right time to reach out to that person. Once they know they’ve had the time to consume that content, then they reach out to them_, rather than it being completely blank and chasing people endlessly. So that was really helpful.

We set up Spot owners to keep things up to date, that was critical. And obviously, one of the issues we had previously was that a lot of content wasn’t up to date. So having Highspot and having Spot owners who were responsible for uploading new things, and removing when things were out of date built that trust with the team as well.

They know that when they go in there, they have access to the latest information, and I think we constantly share updates on new content available. Everyone across the organization has really adopted it; our CRO will constantly share links to assets that are in Highspot. So again, it’s driving that usage and that engagement with the tool as well.

SS: I love that. In addition to adoption, what are some of the business outcomes you saw after implementing Highspot? 

LK: The first one was really about ramping faster. New joiners that were joining GWI were able to, through the different kinds of learning paths, onboard themselves a lot quicker, and had better results.

We see that kind of on an ongoing basis with our SDR team, as well. They’re running faster than they ever did, hitting their targets quicker. They have better knowledge of how to engage with the customers and better knowledge about new products. So it’s not just for new reps, but also existing reps who want to upskill themselves. Being able to do that as and when they need, and not be too constrained to a training session that’s being booked in four to six weeks’ time.

If there’s something new that’s already been released, they can access that content straight away. Those were the main things that we saw. The other thing was better success rates in terms of closing deals faster because of the Pitches and engaging at the right moment, I say those are the main things. 

SS: Fantastic. And ultimately, how have your teams overcome the challenges they previously faced and how did Highspot help? 

LK: One of the things is, it made it a lot easier to find the right content. We did a lot of work on filtering, but some of the developments that Highspot made by making the search functionality a lot easier and a lot more intuitive, really helped our reps and our teams find the right content a lot quicker.

Being able to track engagements in general, just having a better-informed sales team through the content that’s in there. And then again, having less out-of-date content really streamlines the process, and makes sure that the right content is in the hands of the right people and the right clients.

And they’re not sharing stats or information that’s 12 months out of date, because that can really impact the trust you have with a client or a prospect. 

SS: I love to hear that. Lou, last question for you, looking toward the future of GWI, what do you hope to achieve in the year ahead and how can Highspot help?

LK: I think that so many features that Highspot has, we could actually embed a lot more and do a lot more of. One of the things that we really want to look at is how we embed Highspot content training and learning in Salesforce more. So that when reps are in Salesforce, they have that content surfacing.

We’ve done a little bit of it, but it’s probably not as well organized as we’d like. We’re launching a new LMS platform and I think integrating the LMS with Highspot will be key. We’d like to do a lot more with some of the new AI features that you’ve launched and also leverage the scorecards more.

So there are definitely a few features that we need to do more of. But again, it’s great to have a platform like Highspot that really helps us move forward with some of these things. 

SS: Thank you so much for joining us, Lou. I really appreciate it. 

LK: No, it’s great to be here and it’s lovely talking to you.

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is Kate Shearer, the senior manager of sales enablement at Antech Diagnostics. Thanks for joining us, Kate. I’d love for you to tell us about yourself, your background, and your role.

Katherine Shearer: Thank you for having me. My name is Kate Shearer, I’m the senior manager of sales enablement at Antech Diagnostics. We’re part of Mars Global Incorporated. I’ve been in the sales industry for about six years and in the veterinary industry for, about 15—I can’t believe it’s been that long. I oversee sales enablement for Antech Diagnostics and we’re made up of about 250 sales professionals across six or seven specialized sales role types and help with enablement for an entire organization of about 400 commercial and sales professionals. 

SS: I appreciate you joining us, Kate. I know that Antech Diagnostics has had a lot of momentum over the last year, including a recent acquisition. How has this growth trajectory influenced your enablement strategy?

KS: It has been part and parcel of shaping our enablement strategy. Our org has just rocket launched in terms of growth, new role types, and different departments that have been introduced all in the last year. We have had to be a lot more thoughtful, purposeful, [and] strategic about how we communicate, how we use our sales tools, and how we train on them.

We used to be very wild, wild west. We could roll something out and train on it, communicate it as it was happening, and we have to be a lot more planful now that we’re managing a much larger organization. [There’s] a steeper learning curve culturally, just in terms of what folks need to learn new lines of business [and] new products in a new environment for them to navigate.

We needed to earn trust very quickly—we had to have a single source of truth and a consistent way that we were communicating and engaging with the organization. 

SS: In your opinion, Kate, what is the strategic advantage of an enablement platform when navigating change like an acquisition? 

KS: I think the number one value that Highspot had for us during our acquisition was [it] streamlined communication and a central source of truth.

There’s a quote: good communication is the bridge between confusion and clarity. Highspot was absolutely that very early on in our integration and acquisition and it has remained that through the period. We probably did our company a little bit of a disservice because it was so easy.

It was one of the first platforms that we integrated that we got our newly acquired company logged onto and using. So a massive amount of change management. We were able to use the platform to ensure that we had consistent, clear communication across all levels of the organization. We were able to really reduce confusion and misinformation.

And as we had updates, like vital information, we were able to communicate those in real-time and have them in a repository where folks could go back and reference them. If they miss that communication when it went out initially, we’re also able to use Highspot to monitor performance and get feedback.

So we were able to see our folks logging on. Are they using their sales tools? Are they going through the training modules? And we were able to understand who was engaged, who needed help, where folks were lagging behind. Or, where we needed to reassess as a company the strategic direction we were going and offer more support to our sales professionals.

SS: And before you had Highspot as your enablement platform, you actually leveraged a different tool. What were some of the challenges you faced that led you to make this change? 

KS: So before we used Highspot, we did use another platform. Some of the challenges we had in the other platform that we were using were primarily around just ballooning of content.

We were like hoarders, we wanted to keep every single thing. That made it very difficult to navigate [and] for our organization to find the content they were looking for. And then when they did find it, often it was outdated or there were duplicative versions of it, and we weren’t really sure when it was updated, or who had made it, [or] who had published it.

We also didn’t have a feedback mechanism, so we would get all of these emails and questions; how did they find something, or [to]  let us know something expired. Just very manual, it was just a file folder where everything was going, and we were managing a lot of the support of it just through email and conversation, so it became pretty inefficient to manage.

SS: Definitely, sounds like it. How have you been able to overcome those challenges and how have you leveraged Highspot to help? 

KS: So, Highspot’s search feature is so good, it’s just as good as Google. I was so happy when our sales representative told us that pre-sales process, and it’s very true.

So, very happy about it. The search feature we leverage heavily, as well as the ask a question—the AI feature. The more we feed Highspot, the better information we’re getting out of it, so we have good ROI the more we leverage it. Our company also loves synonyms and acronyms, we need an acronym analyst hired at Antech.

The search feature has a function where you can enter synonyms and acronyms. So if I have a rep that’s searching for DOS or the directory or service list, it’s going to bring up our 2024 directory of service, which is what I know they’re looking for. So we use that heavily and we also use the expiration dates on content.

Everything gets a one-year expiration date. If it’s not organically updated just through our typical commercial process, we have a force of function for folks to lay eyes on it and make sure that it’s getting looked at [and] reviewed. Typically when we do pull it up and we do have to review it, it’s getting updated. So it helps us stay accountable that the content is effective, up to date, and relevant for the sales team. 

SS: So you’ve seen high adoption statistics across the board, including an impressive 91% recurring usage, which earned you a nomination in the Highspot Impact Awards last year. What are some of your best practices for driving rep adoption?

KS: We say this all the time in so many meetings: if it is not in Highspot, it’s not real. It’s a rumor and you don’t listen to it. So we really use Highspot as a central source of truth for our formal, legal, and approved information. We have a weekly sales bulletin that we send out every Monday to our commercial organization with all the updates from the last week, and what’s coming the week ahead.

All of the call-to-action links in that link out to Highspot. So, it’s highlighting all those communications and again, using Highspot as that repository to memorialize them, but not for too long. We have that expiration date on there, so somebody is not searching it in five years and finding something that I’m going to send tomorrow.

We’ve also used Highspot University to help train some of our sales professionals and get up to speed as quickly on how to use Highspot, especially for some of our new buyers. 

SS: I love that. And you also began leveraging Highspot for training and coaching last year, and you’re already seeing 85% active learners. What are some of your best practices for developing effective learning programs and how does Highspot help? 

KS: So for Highspot, we had used the training and coaching to assign pre-work ahead of our national sales meeting. We had a very big product launch focus at our sales meeting and we wanted to make sure that folks came in with some exposure.

They had time to permeate on some of the information we were going to share and had time to practice. We were able to assign out pre-work and also empower some of the managers to see [the] progress of their team on their learning path. Highspot was really the right time for our acquisition. We had a company that had a different type of diagnostics, in-house diagnostics joined with ours, which is Reference Lab, which is a service-based company.

Highspot was really good at bridging the knowledge gap and cross-pollinating across those groups. So as we went into that meeting everyone had their bearings on what we were learning about, and what we were talking about, and we were able to show up for the first time as a single unified company.

We also use the video feature for reflection and feedback. We have some other ideas and other ways that we’re thinking about incorporating that into our training and learning process in the future. 

SS: Exciting. And I know another area of innovation that you started to explore in the platform is around AI.

How are you leveraging AI to continue to scale efficiency amongst your teams? 

KS: I am such a big proponent of AI. I will sell all my information to anyone who wants it if it makes my life easier. So Highspot has done a great job with that. I love putting in content, you can hit the generate description button, and it gets 95%, if not more, accurate in the description.

Saves me so much time. Previously, we would either leave them blank or put in a quick blurb about what it is. And the AI descriptions it’s able to generate are just so much more helpful and so much more informative. Especially as we’re growing so quickly and we have so many new sales professionals coming on.

It helps us increase the quality of the content that we’re putting in there. We also use the ask questions feature for training and coaching. Sometimes our brains get a little tired and we’re like, what should this quiz question be? We hit the ‘ask a question’ button for the coaching feature for it to give us some question ideas for the learning modules, so we hack that a little bit.

When we were at our national sales meeting, we did a little bit of training on Highspot and we shared with the sales organization how to use the AI feature to write an introduction email in a pitch, for example. And every single room, every time I hit that AI button, the whole room went, “Whoa!”

It was such a high, it was so nice showing them that. So it created a lot of value and a lot of stickiness so they could continue to use it in their sales process. It helps me from an administrative standpoint, [and] it helps our sales reps move a little more efficiently. Anything that’s AI—it’s turned on, I’m using it, and I love it. 

SS: Now, as you have expanded and evolved your enablement strategy, your team has leveraged analytics and Highspot to measure impact. How are you leveraging scorecards and reports to optimize your efforts?

KS: I love this question. So we just recently launched internally with our commercial marketing team, what we’re calling the content quality program. Old habits die hard. We do still have a lot of content in Highspot, but we’re trying to be more disciplined about it, especially as we have the analytics now.

So we say, even though we’re holding on to this piece, like reps really aren’t using it, we can sunset it and no one’s going to be upset. So with our content quality program, we’re using the scorecard to partner with our product managers, as well as our marketing managers to go through the data of how this is being used and how clients are engaging with it. [Then] to make decisions around if it can be consolidated into another sales tool and if it should be sunset, evolved, [or] what type of change needs to happen with the content.

The analytics are extremely helpful there to go against some of our assumptions. Maybe that something’s being used a lot or a little, and really shows us the field reality of how it’s being utilized. We also have a plan to teach the sales managers how they can use the team scorecards to see how their team is performing and using Highspot.

Because broadly, we have really high adoption, and then we’ll have a few pockets where there are folks who don’t use this heavily. We want to help managers have visibility into how their team uses it and see if they have any opportunities to close a learning gap. Maybe somebody needs more training or coaching, and we’re all there to help with those things, too. Just need to help make them aware, and the scorecards are helpful for that. 

SS: Amazing. Thank you for those examples, Kate. Last question for you. Looking ahead, how do you plan to continue to evolve your enablement strategy alongside the momentum of your business?

KS: That’s a good question. It’s a big one. So, one of the things on our pipeline—as we’re looking at introducing a more formal sales methodology—we’re also going to be assessing Digital Sales Rooms a little bit closer. We think those are going to complement the direction we want to go strategically from a sales process.

We also love the feature preview pane in Highspot. We live in there, we check it like once a week, and that actually inspires just the art of the possible. There’s a good way for us to get some conversations going about how we continue to evolve our strategy and not let it get stale because I think where we are right now, we’re chugging. We have a good system going, but I want to be in love with people’s problems and make sure we’re continuously talking about how we keep doing good.

SS:  I love that. And that is the perfect way to conclude this podcast. Kate, thank you so much for joining us. I really appreciate your insight.

KS: Thank you for having me, Shawnna.

SS:  To our audience. Thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is Kathleen Kohl, the sales enablement manager at ManpowerGroup. Thank you for joining us, Kathleen. I’d love for you to tell us about yourself, your background, and your role.

Kathleen Kohl: Thank you so much for having me. I’ve been working at ManpowerGroup, which is a global workforce-based solutions company for nearly 12 years. My expertise lies within sales excellence as most of my career has been spent in sales operations and enablement. Currently, I lead sales enablement at ManpowerGroup supporting all six of our lines of business, particularly our sales tech stack. What I love most about my job is collaborating with sales and marketing leadership teams, and showing them what all of our sales tools have to offer.

SS: Amazing. Kathleen, we’re excited to have you on the podcast today. One of the things that I noticed, particularly on LinkedIn, is you mentioned how you work to generate opportunities for sales to win through data, tools, technology, and training. I’d love to learn more about this approach. How would you say each of these components plays a role in your enablement strategy at ManpowerGroup? 

KK: Everyone is talking about data, whether through AI or internal data strategies to train AI models. We teach our sellers how to use our tech stack effectively so that they can create more leads and opportunities To drive revenue for the organization.

Our sales tech stack helps sellers understand their target audience and deliver their pitches uniquely and professionally making us stand out. You need to differentiate yourself from the competition these days and with the right tech stack and knowledge, you can do that, and Highspot Digital Sales Rooms have been instrumental in that approach.

SS: I love to hear that. And I’d love to understand some of the key priority business initiatives that you’re focusing on supporting through your enablement strategy this year. 

KK: Yeah, so we are really focused on automation. That has been top of mind alongside measuring the effectiveness and usage of our sales tech stack.

One of my team’s goals has been to find content in Highspot in less than five seconds. And we are doing that through tool governance, audits, and Spot policy. Additionally, we aim to increase our digital sales room usage by training our sellers and showcasing the power that DSRs or Digital Sales Rooms can punch.

We’re also exploring the learning coaching platform with our rate management brand, which will help to streamline that approach. 

SS: That’s amazing. At ManpowerGroup, your team is responsible for enablement across, I believe, multiple unique brands. What are some of your best practices for managing all of the various stakeholders with diverse enablement needs?

KK: So we have a unique opportunity, as you mentioned, and that we have visibility across all six of our brands and all of our lines of business on their sales priorities. The best practice that we know is important is to ensure we have strong relationships with our sales team. Sales leadership teams who manage our sellers across their brands.

We’ve learned that building relationships with sales leadership is extremely important as they hold the power within their sales teams to implement enablement strategies that my team facilitates. 

SS: I want to dig back into the tools and technology aspect of your strategy. How do you leverage your enablement platform to help you execute your strategic business initiatives?

KK: We utilize our tech stack throughout every aspect of the sales life cycle. A main driver is always leading our sales team back to a centralized place where they can find information and how-to’s for all of the tools. Highspot has been extremely helpful to us with this as we host all our sales kits and sales plays here which gives our sellers a prescriptive approach to what to know, say, show, and do, to create a standardized process for how we sell at ManpowerGroup. Highspot is where we communicate and drive our sellers to as a one-stop shop for information. It helps us to facilitate new marketing campaigns and enablement strategies for the field. 

SS: You mentioned in your intro you have a lot of experience in sales operations and enablement technology roles at ManpowerGroup, and you have a lot of expertise in curating an effective enablement tech stack. In your opinion, what is the value of having a unified platform like Highspot? 

KK: I would say one of the most essential aspects of Highspot is that it integrates with our CRM system and multiple other sales texts that we use. This really helps our sellers track their pitches and their effectiveness and seamlessly track that ROI.

Additionally, our adoption rate at Highspot is, I would say, exceptionally high. And really, that is our central place for sales to go to, to find what they need and understand how to sell and utilize our sales kits. 

SS: You touched on training a little bit earlier, and I know you recently began to use the training and coaching capabilities with one of your brands, Right Management. What are your best practices for designing effective training programs and how are you planning to leverage Highspot to help?

KK: Yeah. So again, relationships are essential with all of our stakeholders. For Right Management specifically, we have a strong relationship with the product owner and the sales leadership team to build the training content and implement and create adoption.

It’s crucial really that we work closely with our product management team and understand what’s essential for the sales team to know. Then we can create training that can be used daily and implemented in real time. We can also measure that progress based on how sellers did in that training and then coach accordingly.

SS: I love that you’re thinking about that layered approach. Another area where I think you’ve proven you are seeing a lot of success. In helping sales is with digital rooms, and you shared an example where they helped move stalled deals forward. Can you tell us more about your best practices for leveraging digital rooms and their impact on that initiative?

KK: We’ve used Digital Sales Rooms throughout our business. The sales life cycle as mentioned earlier, gives our clients a unique feel for how we deliver and tailor our solutions to their needs. What’s really great about these is that we can put all of our documents related to that client and throughout the deal stages into that digital sales room for them to go back to and have an ongoing relationship built where it’s a centralized place.

SS: I think that’s a fantastic way to up-level your buyer engagement and it gives you a lot of data. When it comes to data, what are some of your best practices for measuring the impact of your programs and how are you leveraging Highspot to help right now? 

KK: Our sellers love seeing data on Highspot, seeing if their content is being viewed, and knowing what might be most important to their clients through this engagement. So this helps our sellers to better cater to their client’s needs and offer them the best solution possible through engagement metrics. 

SS: Since implementing Highspot, I know that you have seen an increase in deal size, faster sales cycles, and even an increase in quota attainment. Can you tell us more about the impact you’ve achieved? 

KK: We’ve tracked significant enterprise wins based on a customized approach using Digital Sales Rooms. Additionally, finding content quickly is critical. Having Highspot help us navigate this and automatically archive outdated content makes it easier for sellers to find what they need. This ability to see what a client is most interested in helps us create unique solutions based on their workforce needs. 

SS: I have to say you are doing an amazing job there, Kathleen. Last question, looking ahead, how do you plan to continue to grow the impact of enablement on your strategic initiatives at ManpowerGroup?

KK: So we have a big push on my team to increase that Digital Sales Room usage. We do a great job right now utilizing it, but it can always be better. We’ve seen a real impact through Digital Sales Rooms and a goal is to increase Q4 for our sales teams. We are also looking at the pilot for Right Management, of learning and coaching.

And we want to understand how effective it will be and scale, potentially, once you see those results come through. 

SS: Amazing. Like I said, fantastic work at ManpowerGroup, Kathleen, and thank you so much for joining us on this podcast today.

KK: Thank you for having me.

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is Kerstin Valet, the regional director of marketing and communications at CRIF. Thank you for joining us. I would love for you to tell us about yourself, your background, and your role. 

Kiersten Valet: Thank you, Shawnna, and I’m happy to be with you.

I am Kierstin Valet from CRIF, I head the marketing and communications area for Germany, Austria, and Poland. I’m actually Austrian, I lived pretty long in Vienna and six years ago, I moved to the beautiful city of Hamburg in Germany, taking over the team. We are taking care that our clients get the best support in data, analytics, and solutions for identity, credit risk, and fraud management. In marketing communication, our task is to address the different industries with our products, make sure they know the added value, and play the whole marketing suite we have at our disposal.

SS: Wonderful. I’m really excited to have you here with us as a fellow experienced marketing leader, I’d love to hear more about your strategy and priorities. What are some of the key business initiatives that you’re focused on at CRIF? 

KV: So you’re touching on a very important point. We started our last strategy circle back in 2020 because we are in a very dynamic market and want to make sure that we always address the right needs our customers have, and because a sustainable business model is crucial for success.

As I said, the focus is identity, credit risk, and fraud management solutions. So everything that you need to reduce your payment loss, to reduce your risks in general, and to provide the right data and the right solutions to make information-based decisions on the side of our clients.

SS: Absolutely. What would you say from your perspective, are some of the major challenges that marketing teams face today, especially in the financial services sector? 

KV: From my point of view the biggest challenge and the biggest shift that is currently going on in the marketing and communications area is becoming a profit center and going away from being just a cost center.

Adding value to the business and not just beautiful pictures. This is something that I think we are at a turning point here and I see a lot of my fellow marketers in the B2B environment, especially in the financial industry that they are just at this point, which also means a different way of collaborating with sales departments and product departments.

Especially as we don’t have potential products, we need to present them even more emotionally and underline the added value compared to others, in other industries. And here we are trying to put down silos to improve collaboration with sales, and marketing products, but also controlling and sharing.

Also, KPIs and goals to make sure that everybody is on the same page and wants to support the goals of others. This is something that I see as one of the challenges apart from what everybody is talking about now. AI, of course, also, is something that in marketing communications is challenging us a lot.

We’re trying to identify the use cases and become more productive to have time and resources for other tasks.

SS: And I think the marketing and sales alignment one is uniquely situated in a way that enablement can absolutely help to remove some of those silos between those organizations. How does utilizing an enablement platform like Highspot help you overcome some of the challenges that you just chatted about?

KV: First of all, it’s maybe important to understand that the topic of knowledge management. Which, maybe even on a higher level, has been part of our strategy map as one of the enablers that will make sure that everything that comes above bid, so all our strategic actions and growth levers, will become a reality or will become a success. Within this part of knowledge management and information platforms, we said we want to tackle first the heavy need of sales to have the right information, at the right time, over the right tool.

And additionally, what we saw then afterward with the project of sales enablement, we were able to get down those silos because at this point, be it a sales product or marketing, we all worked in the same tool, Highspot, which we also integrated into the CRM. So, our CRM became more and more our single source of truth. It was a real success that we not only implemented now in Germany but also [will be] rolling out to Austria and probably other countries to follow.

SS: Amazing. From your perspective, what is the strategic value of sales enablement, especially in the financial services industry? 

KV: Currently, we have the challenge to be more productive and reduce costs. With prices rising everywhere, every company has to make some changes. What we can see, thanks to Highspot and our focus on sales enablement, is first of all, for new people that are coming on board—especially in sales and in the financial services industry—we have products or solutions that are very complicated, or at least you have to explain a lot; it’s very technical.

Training new people coming on board is not so easy and probably they get lost on the way because they do not know where to find what. It’s imperative that product and marketing provide a common set of knowledge and documents to train new, but also existing people even faster and sell faster.

This is one of the advantages that we have now with Highspot to work on that and have a platform that is adapted for that purpose. But, on the other side, it’s also getting insights from marketing and product, how sales are using our content because I think often marketers will know a sales company, “I need very urgently a specific product sheet, a specific brochure because I know our clients want that one and the others are not good enough.”

So now we can see when we produce that kind of collateral, are they used by sales? But then also by the client, how is he interacting with it?

To become more productive with our resources, but also to provide the client or potential client a better experience in terms of if we see he’s not reading our documents past page. Then probably we need to shorten it or bring the most important messages in the front or vice versa. A lot of the mindset changed a little bit applying Highspot to our use cases. So it’s a continuous learning process, and we get better and better. 

SS: Now, within your region, the financial services industry is hyper-competitive. How do you leverage your enablement platform to help you execute your competitive strategy? 

KV: You’re completely right, it’s highly competitive. It’s more about taking away market shares from other information services provider, because especially with us, nearly every company, nearly every bank has already credit rating agency, how we are calling ourselves, to optimize their risk management processes.

So, it’s just about taking away market share. And for that, we have to be different. We have to provide something on top. We have to create the “wow” effect. And I’m very happy that for now, at least in Germany—I hope this stays this way—none of our competitors are taking advantage of leveraging such tools like Highspot because, with the Digital Sales Rooms, we have the possibility to approach our clients in a more advanced way, in a more professional way. 

And, look here, you have everything that we shared along the contract negotiation phase or the customer life cycle. This is our common place where everything is. That we share information, and so on, you will find there. It’s also on this side a vehicle to create stronger customer relationships and provide this extra, which then hopefully makes the difference to decide on us and not for our competitors.

SS: One area in which you have seen success with your teams is using Sales Plays for product highlights, which has led to a 16% increase in adoption recently. How do you leverage Plays to drive consistency with your team and land your initiatives?

KV: We use Sales Plays to group information around a product line or a solution, which is information that has formerly been stored in different platforms in different ways. And the time to look for that has been enormous.

So I completely can understand that this feature in Highspot is one of the best or most appreciated ones by our sales force because they see, okay, Sales Play, I would say CNSG or ESG solution. And they know everything in there is up to date, is structured according to sales stage, is structured by the industry that they’re approaching, so the industry of our client. It makes it very easy for them to know what to use, when, and maybe what they need to do to prepare properly for the meeting. So everything is together and makes it very easy for them to know what to do. 

SS: Congratulations on the fantastic adoption on that front. Now, to shift gears a little bit, you mentioned at the beginning of the discussion the importance of having that insight into the data. And I know that it is really important to you to take a data-driven marketing strategic approach. How do you leverage data to optimize your strategy, and how do you leverage Highspot to help?

KV: As I said in the beginning, it was a key asset for us that Highspot could be implemented in our CRM system. We just introduced our new CRM platform some years ago and had still some trouble with adoption here. So, also thanks to Highspot, we got higher adoption in the CRM overall because suddenly our team also got value out of it and did not have only to insert data and comply with some processes.

So this was the first thing. And then, because the question was about the marketing strategy we see, of course, after an event, we create a CRM campaign and sales. But also, we add the leads there. For us, it’s important to see how many leads convert into opportunities, convert into contracts, and so on.

We then want to check how many contact people have been approached using, for example, Highspot, and how many [have] not. How did they react after an event, after a certain campaign to our content? How can we improve or even how can we use Digital Sales Rooms? For lead generation activities, sometimes we provide some content and use it on LinkedIn or via QR code in conferences.

Okay. Please go there, but before you can approach the content, you have to leave your email address. So we use Highspot in several use cases that then support, as you said, our marketing data-driven marketing strategy. And that’s very useful when the next planning cycle comes up to know what to do and what not to repeat.

A last point that is also interesting for other marketers, is you can also improve efficiency. We just had, some months ago, a new corporate identity relaunch. And as everybody knows, it’s a lot to do every collateral, every document has to be touched, has to be changed, and what did we do? Because we had already introduced Highspot, we had a look: what is currently in use?

And out of, let’s say a hundred just to give you a number, probably only 40 collaterals were actually used. So what did we do? We also used it to do some spring cleaning and we adopted the new corporate guidelines and corporate image guidelines for those 40 collaterals. And we saved a lot of money because we did not have to ask the graphic designer to do the rest.

So it’s a lot of time, and we saw that just in a few exceptions, sales asked us to change the design of one of the other 60 documents. So everything where you want to make a decision based on data can be supported with Highspot. Or, let’s say a lot of those decisions can be supported by Highspot if you really integrate it also in your strategy.

SS: I love that, that is amazing. You touched on a few pieces of advice already, but what advice do you have for other marketing leaders in your industry who may be considering implementing enablement or an enablement platform? 

KV: What I saw during the decision phase with Highspot, it was crucial to have everybody on board from the beginning.

What do I mean by that? It could have been worse if we as marketing, after closing everything and signing the contract [went] to sales and [said]: here, we have now the perfect solution. Please take it, please use it. I think in such a case, they would not have done anything and completely rejected it.

What was very imperative from the beginning to already, in the negotiation phase, have a small group of sales with us, making the tests with us. We made sure that what we sign is also something that will be appreciated, that will solve the needs, not just the needs marketing things sales have, but actually the needs that we’ll say are really good.

Then we also had support from the top. As I said, knowledge management was something that was an integral part of the strategy itself, so was also pushed by our management that for the different needs, we bring the right solution. I think having all those different entities of a company, also GDPR, IT security, et cetera, having them on board before taking the final decision. Maybe it makes the process longer, but in the end, it has proven successful. 

SS: That is already starting to unify and align all of the various departments that need to work together in your go-to-market motions Last question for you as you look ahead In what ways are you planning to utilize enablement to continue to evolve and innovate your marketing strategy within your organization?

KV: First of all, we are looking to extend the usage of the training and development module. So we are developing specific courses, training courses, for the different parts of our sales team. This is also in close collaboration with our product management team. Then we want to further extend the usage of Digital Sales Rooms.

And that those are directly sent from the opportunity entity in the CRM so that we have to connect, that we also see and can measure in cases where the clients have received, or the entity opportunity has received, a sales place or Digital Sales Rooms from our sales, if the sales cycle gets shorter or if something changes in the way the client is behaving.

Overall, of course, have a look if we are more successful together with Highspot. Always also hear data-driven, how is the adoption, and what can we do better together so that we bring the best practices then also to other countries, as I said, Austria is next on the roadmap. Some, of the early adopters are already working with it and giving us good feedback and it will be a challenge or a topic of the next weeks and months to extend that even further.

SS: How exciting. Again, congratulations, and thank you so much for joining us today. I really appreciate your time. 

KV: Thank you for inviting me, and looking forward to our next projects ahead. 

SS: To our audience. Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is Ben Taft, the vice president of global sales operations at Arm. Thank you for joining us, Ben. I’d love for you to tell us about yourself, your background, and your role.

Ben Taft: Hi, Shawnna. Thanks for having me today. As you mentioned, I run global sales ops at Arm, and I’ve been here a little under five years.

Prior to that, I had experience at both startups and Fortune 100 companies, running revenue ops, sales ops, and marketing ops. Everything in between from trying to get our first millions of dollars in revenue to billions of dollars in revenue. Looking forward to the conversation. 

SS: As a sales operations leader, what are some of the key initiatives that you are focused on driving for the business this year?

BT: As I thought about your question there, I think two things really come to mind — and I’ll try not to be too marketing-speak or, lingo-speak on it — it does come down to business transformation as the first one. In an enablement, rev ops, and sales ops role, one of the elements is we have to find ways to bring in all of the other groups we work with. Whether it’s marketing, whether it’s the field teams, whether it is our product teams, engineering teams, or our solution experts.

We’ve got to bring them together to find, a way to get that information in people’s hands as quickly as possible so that they can make use of it. The other element of that is with so much information, how do you simplify that down so you can scale it out quickly? If we rely on the legacy way of doing things and the legacy approach, whether it’s processes or the ways of working that we used to do, that’s not going to get us there.

And if anything, we are trying to look at all of those legacy mindsets and say, how do we completely rethink this from end to end? Cause with so many people involved, that just elongates the overall process. So, it really comes down to how can we find better ways to transform with all of those different stakeholders.

And how can we simplify it so people actually feel like this is happening a lot faster than I’m used to, and so let’s do more of this. 

SS: Those are some big initiatives. So from your perspective, Ben, what role does your enablement tech stack play in helping you land these initiatives? 

BT: One of the ways I think about it is a phrase I’m using called time to education.

And this is where I’ve seen a massive improvement with some of our sales enablement, like Highspot. It gives us analytics that connects content owner’s right to deals in some cases, or right to the people that are at the front of this. If we can improve that time to education, that allows people to use that information with a lot more veracity and a lot more velocity.

It comes down to the legacy approach, obviously. I’ve got something, I’ve got to get it out to the field, or I’ve got something people can find valuable, and it will help them in their conversations with customers or whoever they’re engaging with. But, if it ends up taking us months and months to get that put out there to go through review cycles, or it gets put out in a way that’s static and dormant, and it doesn’t get all the amplification or it doesn’t come across in a rich and engaging fashion, it’s like you never put it out there to begin with.

If I can shorten that time to education, that becomes a huge factor. But, one of the more interesting elements of that whole thing is traditional groups that I would have to go to extract all that knowledge out and then put it back to a team and say, “Okay, take all this goodness and put it in some way that people will find engaging.” A tool like Highspot now allows for non-traditional content owners or experts to immediately put that out there. I find that some of those folks are finding that is incredible development opportunities. It’s not just PowerPoint that they have to go write and it’s not some boring brief they’ve got to write.

Now they’re creating these spots they’re creating a rich set of information out there. And they’re feeling like mini developers, in a sense. It’s such an easy way to do it that the time to education dramatically decreases and suddenly it’s out there very quickly. People are consuming it and they can see it being consumed with all the analytics. In a lot of ways, it allows me to scale beyond the traditional content owner process, and you’re creating a lot of new content owners, and they’re having a lot of fun with it. 

SS: I love that. Now on the topic of scale, I know that you also believe in the philosophy that implementing enablement technology is key to accelerating revenue while improving operational scale. Can you tell us more about how enablement helps to drive those outcomes? 

BT: The way I think of it is the abundance of information doesn’t necessarily guarantee the relevance or value of each piece of that information. A really well-thought-out enablement stack changes that, right? You now have an ability to really isolate down on what they need at that particular point in time.

Now that’s a bit of a cliche I know, and I said I wouldn’t do that, but it’s: what do I need right now at this point? Even though we all strove to do that, the legacy enablement stacks still didn’t really solve that problem. Somebody could search for something and imagine they’re in a library; they’re looking for that book and they see all sorts of things they can’t make use of.

We now have the ability to be much more refined on that. That goes back to my earlier statement about time to education. It’s now allowing people to get it out there in a much more refined way, a much more sophisticated way. And that gets you to outcomes at a much quicker rate. And it also goes back to allowing some of those non-traditional content owners to be much more invested in that process.

And when they’re much more invested and they see outcomes at a much quicker rate, their buy-in becomes, they’re like that worked completely different than my usual experience. How do I do more of that? And that changes the outcomes that we see. 

SS: I absolutely love that. So Ben, for our audience out there how did you go about finding the right enablement tools to help you drive these outcomes, what were maybe some of the key factors that you were considering?

BT: Oh, probably nothing, groundbreaking in some of that regard. Obviously it starts with what the user experience looks like. I definitely have a philosophy, of the hub and spoke approach. I think that there are traditional platforms that act as an anchor across your business, and then you plug in sort of platforms or tools that are really purpose-built for what your field teams need at that particular time. And that starts with user experience meaning. Does that tool think the way my salespeople think in some regards? Is it set up in an intuitive fashion that is driven by people that, where they think this is how I would search or how I’d want to use this information, or this is how I’d want to present it back to my customers?

And if everything, the tool or the enablement or however tools we use takes that sort of approach on it. I find that my time to get people ramped up on it dramatically decreases, and the faster I get people ramped up on it, the better. So it starts with user experience. A really high-end user experience translates to a lower ramp-up time, and that lower ramp-up time then suddenly yields better analytics.

And so suddenly now you have all of these analytics about where you got it right, and maybe where you didn’t get it right, and you can quickly pivot in on the things that you didn’t get quite right. And go back to the drawing board. And then the last piece is I really want something that stands out on all my tools.

I look for something that maybe is going to be a little disruptive, a little progressive, or it’s going to look not like some of the tools we’ve traditionally had. And, because I want people to go, this is different, this is cool. And I want people to have that feeling like they’ve just unwrapped something cool under the the Christmas tree or whatever.

And if they get excited about it then that makes my job a lot easier. 

SS: One thing I think that sellers are definitely getting excited about on that note a little Christmas in July, but digital rooms are really popular amongst sellers these days. They create opportunities for sellers to really foster deeper engagement with their buyers and their customers. Can you share how you see Digital Rooms changing the traditional go-to-market motion for your sellers? 

BT: I’ll probably step back even in terms of just Digital Rooms in general. One aspect of enablement tools is your traditional audiences will always lap it up and adopt it. But as I look at the spectrum, you may have groups on your field teams or your marketing teams or whatever that sort of lag behind, either because of cultural norms, how they do business, different, maybe there’s language gaps, or maybe there’s just.

For whatever reason, there just tends to be gaps in how they adopt things. One thing I’ve seen with Digital Rooms is some of the traditional groups that maybe haven’t adopted as quickly have actually been some of the early adopters in some cases. And I think this has to do with the fact that their relationships with their customers tend to maybe have a different, it’s different than, every region has a slightly different engagement with their customer due to how they, cultural norms or regional norms or what have you.

I find that things like Digital Rooms actually allow groups to really get customized and tailored to be really bespoke in terms of how they set that up. And it goes back to something I mentioned earlier about non-traditional folks taking ownership inside of a tool, like a Highspot, and suddenly they’re building things and they’re doing things that I’m not even aware of.

I have not even laid out to them and they’re pushing the envelope on the tool faster than I am. That is really cool because now I’m getting all sorts of different ideas and innovations that maybe I hadn’t thought of in the past. It’s so easy and quick for them to do it, that it allows them to get very bespoke to what they need.

They’re still operating within the confines of what we’ve provided, and it allows them to, get even deeper into those engagements with their customers. I find that the biggest thing that I see of concepts like Digital Rooms, is it maybe allows some of the non-traditional user sets or non-traditional heavy users to suddenly expand their use cases.

SS: I love that, it’s like a force multiplier effect. So I love that’s what’s happening with Digital Rooms at Arm. I do want to go back to something that you had just said in your response prior to that, which was around all of the information and analytics. You’ve talked a lot about how important it is to have access to that, especially vis-a-vis your enablement platform. How do you utilize data to help drive sales execution? 

BT: So there are two things in an approach. One is, you’ve got an enablement platform where all that information resides. But I also have deployed what I call the bar. The bar is business analytics and reporting. This is a separate sort of function, and so when you need information, you go to the bar. And you order up your drink in terms of what you want, so the bar is a group that is trying to take vast amounts of data and put it in very visual, very useful, and informative ways. There’s nothing groundbreaking about that. But when your enablement platform and your bar capabilities become almost the foundations for every informational piece that goes out to the field, or your field teams, or your marketing teams. When that becomes two anchor points, we’ve got something great we want you to learn, or we’ve got great information we want you to digest, here’s where you can find it.

And by the way, it’s a really rich experience, and you’ll get all this. And by the way, here’s where you can go see information in terms of how that information is being used and how you may apply it to all, the things you’ve got going on in your space. Marrying up enablement stack plus rich analytics that has now taken root, when those are the anchor points of all of your education efforts then the rest is just, it becomes a well-oiled machine.

And people know what to expect. I know where to find it, I know what I’m going to get, and I know I’m going to get what I need. And I’ve got a resource to then go track how it’s working for me. 

SS: Absolutely. And so to that point, how do you see enablement tools helping to improve efficiency and enable sellers to become more effective?

BT: We’ve touched on some of those things. I think that enablement tools changed how users interact with that content. I used to joke that 80% of it was trying to figure out where was that specific PowerPoint. And I know that’s early 2000s in a way, I’m probably dating myself here.

But you forget at the last miles, many times it’s people trying to stitch together some information. And I think a really well thought out enablement stack and some of the tools that surround that in the other parts of the sales go-to-market motion.

They’ve really allowed people to get back to the work of putting together value for their customers as opposed to searching for stuff and trying to understand do they have all the right pieces and where did that go? And it used to be there, but it’s no longer there. And so enablement stacks, some of the other go-to-market motion players that really do this well.

It’s allowed people to get back to—especially our sales groups—doing what they want; putting together really a rich set of value propositions that they can go back to their customers with. And it’s meaningful they do it with pace. It’s timely for what their customers are looking to see.

And then it allows all of the analytics to understand how is it being consumed and did I get the right thing. And did I give them what they needed at the right time? And, by the way, if it’s a Digital Room, I did it in a way that can be very intimate with the partner so that it feels very personable to them.

I think that’s changed the way people think about it. And I really think it’s become table stakes in terms of how sellers expect to have that information available and expect to be able to act with pace, that they’re able to quickly put together what their customers want in a very personable fashion.

SS: That’s a really interesting segue to my next question, which is how do you see innovations like AI helping teams achieve even more efficiency? And how are you beginning to leverage AI today? 

BT: So like many organizations, we’re studying AI at this point, trying to understand where the right use cases are.

Obviously [AI] has incredible promise. It’s going to be transformational, I absolutely believe that. But, I also think that many times RevOps groups and sales ops groups, really serve a unique purpose in an organization of being one of the true great knowledge workers inside of an organization.

They’re stitching together many times marketing, products, engineering, finance, all of the executive needs, all these different things. So, AI comes into play in terms of where we see people needing to be more effective in that. We’re still early in our journey exploring that. I do think AI’s a tremendous capability to drive some different kinds of insights and help people. become much more effective in their particular execution of something. For example, I sat on a panel not too long ago and there was an individual [who] talked about some of his CSMs. This was not at my current organization, [but] he talked in terms of using AI where they are deploying where every morning a CSM might wake up and see a 15-point action plan that they were expected to execute.

AI had generated and drafted that 15-point plan down to the emails, down to the invites, and down to the CRM updates. But where the CSM got better, is they were then supposed to review that action plan and make tweaks to it. So they’re not spending eight to ten hours developing all of that content and action plan.

They spent 30-minutes reviewing it and making it really tailored to their customers. Now making that CSM much more effective in their job. They’re able to apply a lot more intelligence to it, a lot more personal touches to it, because the hard work is done and now they can say, “You know what, my customer X doesn’t like to receive emails on Monday because it’s just a bad day for them in terms of what they get. I’m going to re-tailor this thing for a Tuesday type of thing.” That’s tactical, but it’s a really unique example of what it does. We’re [on] our journey to find out how AI can do similar things. 

SS: Last question—in terms of your journey looking ahead, Ben, what are your key priorities for the future of sales operations at your organization?

BT: Like I’ve done and looked at prior roles. I look at, RevOps, sales ops, and our capabilities on a scale of one to five. One might be, it’s a process or a capability that is in its infancy or still very manual or reactive, to a five, which is it’s highly predictive, it’s sophisticated.

Maybe it’s that process now providing insights in advance of it happening and allowing the organization to pivot and be prepared for it. It’s delivering a different level of value to the business. One of the things that I look at is we step into that AI journey, and as we step into the next, changes in our industry, is all these tools provide new capabilities.

One thing top of mind is to look at all of our existing processes and capabilities on that scale and say, “Okay, I need to reset that scale and understand: where on our sales ops capabilities do we need to go from one to five? Or, if we’re at a three, where do we need to go from three to five? So that’s where I’m going to be spending some time and focus, is how do I mature those next set of capabilities, in light of how AI will make some of those transitions possible.

That maybe where it was going to take us a long time to get even from one to three, perhaps I can leapfrog that and now go from one to four, or from two to five. The old scale is broken and now my new thing is to figure out: what does that new scale look like, and how do I go measure it against what we’re currently doing.

SS: I absolutely love that and I think you are looking around all the right corners, Ben. Thank you so much for joining us today. I really appreciated you sharing your expertise and insights here. 

BT: Shawnna, for having me. It’s been a pleasure. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

I would not consider myself even to be a seller, but I had some success in selling and learning, basically bringing all of my experience in, even from down to employee relations, and becoming a creative problem solver. Learning to hear the root cause or the root problem helps me to teach sellers how to listen for the unsaid when they’re talking to a client or a prospect. I tell people all the time, that if you ask a prospect or a client, what’s your biggest pain point you’re looking to solve? The client, especially if they’re brand new to you and you don’t have a relationship established, is not going to tell you anything because everything’s roses in their world. But if you listen and ask the right questions at the right time, you’ll find their pain points and then you present them a solution in a way that they almost think it’s their idea. When it’s their idea they’re the hero of the story, and it becomes an easy transition into closing a deal. 

SS: Absolutely, I love that. What are some of your best practices then? I would love to share some tips and tricks with our audience for partnering with other leaders across the business like sales and marketing as you develop your enablement programs.

PW: Interestingly enough, at Acosta Group, I sit on the enterprise marketing team and that’s a little different I think in a lot of organizations, there’s a separate sales operations team that generally is like a deal desk, a contract desk, and an onboarding desk, things like that. But because I sit with the marketing team on the enterprise commercial team, I’ve got direct access and consistent access to the folks who are providing the content that we’re storing on Highspot, for example.

We have regular content meetings where I will bring up a point that a seller brought up to me, or they’ll bring up a point that they noticed from a piece that was more successful in a recent RFP or something like that. It becomes a collaborative process to get the right content and the best content in front of our sellers to enable them to go in confidently, knowing they’ve got what they need at their fingertips.

SS: Wonderful, I think that’s a fantastic way to establish a partnership. Now, collaboration across the business plays a key role in how you designed and launched your current Highspot environment. Can you tell us about that process? 

PW: So I want to go back to the very beginning of Highspot at Acosta. The agreement was already in place to start a pilot when I came into the role. And we were in the final four or five weeks pre-launch where we were loading in content and things like that. And at that point in time, we were loading in what we thought sellers wanted. We were loading in huge capabilities decks and things like that.

And some of our marketing leaders were at our annual leadership meeting and they actually polled some of the sellers and said, what do you really want out of Highspot? We want to know why they should outsource because we are a third-party provider of services for our companies, for professional services.

And a lot of folks will say we can do it cheaper ourselves. So why should they outsource? Why should they use Acosta as their outsourcing partner? What advantage is it to do the Acosta? So our team got together and decided that we were going to create a service catalog and each service that we provide would have its own play page.

And on that play page, we would answer those questions. What is this service? Why should you outsource this service? And why should you outsource with Acosta for this service? And instead of a 35-slide capabilities deck, we had a three to five-slide overview of that particular solution. We also had a cell sheet added as part of the play page.

So send this one-pager out to measure interest. We had a spec sheet that was internal facing that answered the views and plots behind the scenes of the service and what exactly it entails. Most solutions have a brief overview video, like a 30 to 60-second jazz reel kind of thing just to get people excited about it.

Something that can be shared on social, or whatever. And then we started an on-demand training series for every solution where we get our subject matter experts on camera talking about the solution like they’re talking to a client. They will bring up in the course of this, some key listening cues, some key questions to ask, and probing questions to ask about what the solution entails, [like] what some advantages are for using Acosta for that solution, et cetera. We’ve got a user base of around 225 individuals. And with the last time I checked, which was in April, we had almost 6,000 views year-to-date of content inside of Highspot. And it was something like 17 days of view time. The challenge we’re seeing now is our users are not leveraging some of the real capabilities of Highspot.

We could have stored this content in SharePoint. We could have stored this content on a team site or anywhere else we wanted to. We picked Highspot so that we could get the advantages of the engagement metrics. And so that’s our next challenge up is how do we do that? How do we get people more engaged with using Highspot to its full capacity?

SS: It is always a journey of evolution and enablement I have to say, and this is a rapidly evolving space and you guys are doing quite well, given where you are at your stage in the journey. Now, as you were rolling out the platform to your sales team, do you have some best practices for driving some of that increased adoption that you were seeing amongst your sellers?

PW: So I really think that the initial push of doing the Highspot Heroes was a big point of that because everybody likes to be at the top of the leaderboard, especially sellers. They’re a very competitive bunch of people. And so I think that helped drive a lot of that initial early engagement. I think another thing that we did really was we had some office hours where I would just be on a team’s call for an hour once a week.

Just to answer questions and help people guide things through. I still, to this day, do a 30-minute orientation for every new user that gets added to Highspot where I walk them through the capabilities and get them acquainted with the idea of pitching at the very least. And then one of the other things, and I’ve done this for all the other parts of my job as well, is I pride myself on being accessible. So every email that I send out has a link where they can book 30 minutes with me. It’s linked to my Outlook calendar that shows them when I’m available. So they’re not overbooking or anything like that. I’m well known across the company as one of the most accessible people in support and get Teams messages all day long.

“Hey, how can I find this? How can I do that?” And I really think as enablement is a support role, I think that’s critical to be accessible and approachable to your users. 

SS: Now, that’s fantastic. Paul, one area that I know you’re starting to see some traction with your sales team is engaging their buyers with Digital Rooms. What are some of your best practices for leveraging Digital Rooms today? 

PW: It goes back to when I was first brought into this position, I was informed that my role was to be the easy button for sellers. So when it comes to Digital Rooms and some more advanced features of Highspot or Salesforce or anything like that, let’s make it easy.

Another term is frictionless. So we’re in the process of creating templates. We’re creating this; we’ve already created a spot where we uploaded all of our client logos so that we know they’re sending ones that are right-sized, right format, and everything like that, so it looks good. I think the worst thing you could do to a client is send them their logo and it’s pixelated or stretched or something like that.

So we’re creating that to make it easy so they can find that as they’re putting their Digital Room together to send creating some verbiage templates for a cold call or a landing page for a trade show. Or, we use Digital Rooms for a lot of different things. I’ve even used them.

For event registration pages in the past. And so the more our people see them, the more they want to use them. And the more they want to use them, the more ideas we come up with for making them easier to use. 

SS: I love it and hose are some creative ideas, even some that I may apply with my own team right after this. Now, another way you’re evolving your buyer engagement efforts is through a relatively new capability in Highspot, Autodocs. What are some of the ways your teams have just started to leverage these? 

PW: We are truly in the early days of Autodocs. In fact, the senior director for brand and I sat in on the webinar last week and we were messaging each other back and forth on Teams during the whole thing and she was like, “This is speaking to my soul. I feel like I’ve been seen.” So we are, right now, putting together a pilot program for Autodocs for our users. It’s still taking shape, we’re identifying a small group of people to roll it out to first. And these would be the folks that are our most active pitchers right now.

So we see them as early adopters. And so we will put together one or two Autodocs that are our highest profile services that are most frequently accessed and pitched and get this pilot group up and running. And if you ask me this question in say 60 days, I think I’ll have a lot more information to provide to you, but we are truly building that runway while the plane’s going down. 

SS: Oh, absolutely. You gotta start small, but once you get those pilot users leveraging it and loving it, I hope that it does take off. So we’ll circle back in a few weeks and check in on you on that front. Now, I know buyer engagement isn’t the only part of your strategy that’s been evolving, and you’ve been driving innovation through your use of AI or artificial intelligence. How are you utilizing AI in your enablement programs? 

PW: So we have all the AI features available in Highspot right now turned on for our users. I’m a firm believer of letting AI do the things it can do so that I can do the things it can’t. And the thing that it can do is it can craft an email message that introduces a document. What it can’t do is make sure it’s using my voice. So I can go in and edit that message then to sound like me and not sound like a machine. I’m a big believer in the co-pilot program from Microsoft. As a company, we’re piloting that this year in a small group of users, and I’m part of that.

And some of the other hats that I wear at my job, I’ve used that to write flows for Salesforce. And take what would have taken me four, five, or six hours to figure out, [it takes] 15 minutes to enter the prompt, get step-by-step instructions, and have a working flow. Once again, let it do the things it can do, and let me focus on what it can’t.

That’s going to be my approach for AI for as long as I can see it because it’s such a powerful tool that we’re, truly, as a society, just scratching the surface [of] what it can do. 

SS: Well said, well said. Now, Paul, I have to give you credit. You have driven some fantastic results at Acosta. And I know that you guys have even seen through a lot of your amazing enablement programs and initiatives a correlation to an increase in quota attainment and win rates. How, from your perspective, has your enablement approach impacted these results, and how have you leveraged Highspot to help?

PW: I don’t want to take all the credit for it, but sales enablement was a new position at Acosta when I came in two years ago. So prior to that, the sellers had been on their own. One of the areas we saw was they were keeping track of their pipeline, as an example, on Notepads, in OneNote, or somewhere that was not consolidated. No visibility whatsoever. Every little micro team had their own SharePoint site. There was no version control on content or anything. When we started loading in those big capabilities, we noticed logos that were two generations old and just cringe stuff. Nobody was doing it intentionally or with malintent, there was just nobody herding the cats. 

The biggest thing that I can take credit for is when I take a step into a role, I own the role. And my role was to get CRM usage up. So we went from having a virtually non-existent Salesforce pipeline to today, we have a robust pipeline that if we only got realistic win rate numbers on, we would be winning, and we have improved our attainment in our quota attainment and win rate.

And Highspot has really been a part of that. Our EVP of business development is one of our loudest champions. He wants all content that goes to a prospect or a client to come out of Highspo. He said, “No more of this. If you want to download it because you’re worried about presenting it in a place with spotty internet, that’s fine. But when you download it, it gets used one time. And then you consider that version is old from then on. You get your content out of Highspot for every new pitch, [and] every new presentation.” That has been critical. Our marketing team is small but mighty and they have some of the most intense brand guidelines, and I say that in a good way. They are fantastic stewards of our brand and they do a great job of spotting when something becomes outdated. We do regular audits of our content to make sure that we don’t have information that’s three years old in there still. And one of the ways we’re doing that is we’re taking that on-demand training that I mentioned earlier to the next level.

I’ve got a project manager helping me and we’re putting together a three-tier accreditation for each of our sales solutions. And tier one is that on-demand video with some questions for understanding. Tier two takes all of our sales content, pulls out nuggets and key points, and puts it into an interactive module using Rise Articulate.

And then there’s a quiz for understanding level three is a scenario based on where they are. We did one for our Amazon services where they’re giving pictures from Amazon listings and they are to call out what’s wrong with them and they’re to call out what’s right with them and things like that. And at the end of this, they get a social shareable image that says “I’m accredited in full-service Amazon”, for example.

And so we’re leveraging Highspot for all of that, as both our repository for where to go to get the training and the source of our content, so that we’re teaching on the same content that they’re pitching. 

SS: Paul, last question for you. As you look ahead, how do you plan to continue to evolve your enablement strategy at Acosta?

PW: Daily evolution. I have a personal mantra: get 1% better every single day. In the finance world, there’s the rule of 72 that says whatever your interest rate divides into 72 by is how quickly you’ll see a double return. A 1% improvement means that you will be 100% better in 72 days.

It doesn’t mean you’d be perfect, it doesn’t mean you’d be an expert, you’ll be a hundred percent better than your starting point. So I am constantly on the lookout for webinars that increase my knowledge and understanding of enablement and what is out there to help people. And we’re looking at doing more of a drip-type campaign with Highspot like we did in the early days and some retraining and reintroducing of these features because honestly, the the methodology and the features have changed pretty significantly in the last two years in Highspot themselves.

And if our sellers are intimidated because it’s called something different, then I need to take that intimidation away. And help them make it easy for them to see that a Digital Room is as easy as anything they’ve done in the past. I continue to look out as well for ways that AI can be brought into the whole deal.

In my Salesforce platform, I’m looking to add in opportunity measurement, or grading, and different things like that to help our sellers see from the beginning when they’ve got something good. To continue to go after what’s good and maybe let the other stuff go by the wayside. Focus on what’s winnable, what’s achievable, and what’s impactful to the business.

SS: I love that approach, and a very interesting statistical approach to improvement. Thank you so much for joining us today, Paul. I appreciate the time.

PW: Thank you for having me.

SS: To our audience, thank you for listening to this episode of the Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is Felix McCabe, the head of global enablement execution at Dropbox. Thank you for joining us, Felix. I would love for you to tell us about yourself, your background, and your role.

Felix McCabe: Shawnna, thank you for having us today. I started my career in sales, so I have a lot of empathy for the sales force. My career trajectory has taken me through different avenues from marketing to commercial to where I sit now in enablement. I have a unique perspective on the whole sales process and the different components and parts supporting our sales team. So as I transitioned into enablement at Dropbox, what I do today is lead the execution arm of our enablement team, helping to upskill the level of our sellers at Dropbox.

SS: I love that, it sounds like you are the perfect guest to talk about skilling up your sales teams. And I know on LinkedIn you mentioned that you like to push the boundaries of seller development from onboarding to productivity to mastery. And that is a key focus for you. As an enablement leader, what does streamlining the path to mastery look like? 

FM: From where I sit I think about the seller life cycle, like you said, from onboarding, to ramp, to starting to become productive, to ultimately becoming a master in that role. That starts with onboarding and equipping the sales professionals with the right sales skills they need to really be able to sell in today’s market. You layer on top of that product knowledge and any specific sales process nuances we have. Then you’ve got to check that learning, test the delivery, and ultimately sign off and certify and say this salesperson is field-ready. But development can’t really stop there. It takes continuous practice and that comes in the form of coaching, and that’s what’s required as we move closer to mastery. I’m not saying we’re fully there yet at Dropbox, but it’s certainly the ambition we have to put those right pieces in place to accelerate that journey through the seller life cycle. 

SS: So tell us a little bit about the value of training and coaching in this. How do you build effective training and coaching programs to help sellers achieve mastery? 

FM: The training is only as good as the reinforcement that happens afterward. Because how many times have we seen a seller go through, tick the box, “I’m certified”, but then they struggle to articulate your value prop in the market or something like that? The challenge for frontline managers is often that there’s not enough time to coach each rep effectively, especially if I’m managing a team of six or eight reps.

But the functionality that we now have with Highspot – thank you – has given us the ability to scale that learning with the ability for managers to really jump in on the platform and be able to coach in a more async and time-effective way. From an admin perspective in my world, I’m able to ensure that coaching is happening and we’ve seen that ramp up since we’ve started to implement this process. The next step for us is to see how AI can accelerate that. 

SS: Absolutely. Now, from your perspective, what is the strategic value of a unified enablement platform when it comes to ensuring sellers are ready and building that path to mastery? 

FM: We’ve heard a lot about Zoom fatigue over the last few years, especially since the pandemic, but for a seller, it’s tool fatigue. There are so many places to go to do different parts of the process, and that’s just annoying. It’s in my way, and at the end of the day, I’ve got a clock above my head and a target on my back. I’m trying to get that job done anyway, so it’s confusing, and it slows down the sales process.

But what we now have with you and Highspot, there’s a way of bringing some of those elements together so that our sellers are moving closer to a single source of growth. For me, I love the idea that I can go to one place. I can learn about my products as a new seller through courses and learning paths.

But then, as an experienced seller, I’ve got a place to go and refer back to. If I’m on a customer call or preparing for a big meeting, I have an evergreen or always-on space where I can get that information that’s key and critical. 

SS: And Felix, you’ve actually leveraged Highspot at a previous enterprise organization as well as Dropbox, and based on that experience, what are some of your best practices for effectively implementing and really driving adoption among your sellers, particularly as you mentioned, while there is all this tool fatigue? 

FM: My various experiences at GlobalTelco, Vodafone – shout out to the guys there – and actually a lady at Highspot, Laura, who implemented that at Vodafone, and who introduced us to the platform, and I used it as a rep. That’s why when the opportunity came up, I put my hand up and said, “I know this can be a lot better than what we were doing with the platform at Dropbox.” In terms of best practices, I’ve borrowed from some of that experience, but I’ve also learned from other enablement practitioners, like Manny, who I met in Seattle last year at your Spark conference.

I’ll shout out here to Donnie Miller over at American Woodmark. I know he was on this podcast too, but he gave me a tour of their instance of Highspot, and that gave me a lot of food for thought as I came back and started to relaunch the platform. So in terms of adoption and helping us get there, number one: it’s making things easy to find. It’s as much about curation as it is creation because you can have a lot of stuff in there. I like to use the analogy that we’re the gallery, and we work with the publishers as the artist and we help them curate the best assets and showcase what our reps need to know. Then it’s about building good governance around the platform to make sure it’s always good content and stuff that’s outdated is getting out of there.

Quality is something we struggled with and now we’re getting a lot better at. And investing time in bite-sized learning, to show how you can get the best out of the platform. That’s a value add and a key tidbit that we got from our Highspot CSM, Kelly, so shout out to her as well.

SS: You talked about how important it is to really make sure that Highspot is seen as a platform, that trusted source, and you guys have seen a lot of success by implementing a lot of these processes that you just talked us through, including great governance, you guys have actually achieved a 29% increase in adoption of Highspot over the last few months. How do you gain trust with your sellers when launching new programs or initiatives? 

FM: It starts with trust, and that’s key for adoption and ensuring that what we’re doing is value-add for our stakeholders. Not only the sales reps themselves, but also sales leadership and not making sure we’re adding to a priority list, but we’re part of the priority list, supporting that and partnering with content publishers. In our case, that’s a lot of our product marketing team to ensure the quality of what’s being produced as well as ourselves in terms of the learning that we’re creating is supported by those assets and then bringing it to sales in a consistent.

We’ve done that a lot using the Sales Play object in Highspot, that’s been helpful, both from a curation point of view, but also from an admin point of view, because we’ve got dashboards now be able to show how those plays are being engaged with, from a content consumption point of view, as well as a learning certification point of view.

And, another recommendation we’ve taken from Highspot is leveraging your messaging framework of what to know, what to say, what to show, and what to do. And just simplifying that messaging for reps has been, a game changer. 

SS: Now, in terms of strategic initiatives, because you mentioned the product marketing team is one of your key partners. I know one of your key focuses this year is driving a new product launch. Can you tell us more about this initiative and what you’re aiming to achieve? 

FM: We launched a new product last year, which we call Dropbox Replay. It’s a video image collaboration tool, enabling things like frame anchoring and commenting, and works with a lot of the main video editing tools out there like Adobe and DaVinci.

It’s got many use cases, not just the media space, but construction space. We’ve even seen some interesting use cases from sports teams that we partner with. From an enabler perspective, it’s about us ensuring that our sellers are knowledgeable about this product, its functionality, and then how it’s supporting our customers to be more productive. So that’s where it starts with Replay. 

SS: Absolutely. What are some of the key ways that you’re leveraging Highspot to help support the product launches for your teams? 

FM: I’ll talk a bit about the Replay launch again because what we’ve done is we started by creating a three-module learning path. Our sellers can learn about the product and test their knowledge using the knowledge checks and the video submission capability that’s in there. I think that’s really cool because we’ve tried to be creative with that type of knowledge check and the video submission. What we’ve done is create scenarios where we will have reps pitching against objections that they might get from a customer, as well as creating a scenario where they need to demo the product.

So that’s both two different use cases for that same piece of functionality within our learning paths and that’s been great. Alongside that, we’ve created an evergreen space around Dropbox, we Play products, so we’ve got our pitch decks in there, discovery questions, case studies, competitive information, we’ve even got video content from some of the reps, some of their colleagues who’ve been successful selling the product and what value they were able to bring to their customers. 

So that’s where we’ve got to so far, but we’re still looking forward and we’re looking at now how we can leverage Highspot’s API, create a new flow of data so we can start tracking more of this line correlation from content, consumption training certification into pipeline generation and ultimately revenue, right? So we’re starting to build that out now with the help of the Highspot technical account team. 

SS: How do you measure the impact of your efforts on your strategic initiatives and do you have any wins you can share? 

FM: We’ve been on a journey from a data perspective here. As I just mentioned, we’re looking at automating some of the processes we’ve had through your API and data lake extension, but until now it’s been very manual. Last year, for example, we took our global AE team, roughly about 50, 60 sellers, and we looked at their performance across five or six criteria: performance versus target closed business, those kinds of things, and we created an aggregated score.

We did the same in terms of engagement and things that would highlight engagement, like content consumed had they completed training, et cetera. What we were able to find by creating this aggregated score was that the reps who were doing more of the right things – they were highly engaged, consuming the content in Highspot, and taking the courses that we’d built – were outperforming others significantly. I think the stat we have is between 48 to 57 percentage points higher attainment versus target than those who weren’t engaged, so that’s huge for us to be able to quantify that influence over revenue. Going forward, the plan is to automate a lot of this and we’ll be looking to leverage the API, but also the Scorecards you’ve built into the platform.

SS: And that is an amazing win, congratulations to you and the team at Dropbox. Last question for you, Felix, you have a strong vision for your enablement strategy. How do you plan to evolve your strategy in the next year? And how do you plan to leverage Highspot to help you innovate?

FM: I always like to joke that we’re never in a fair fight in enablement. We’re typically outnumbered 50 reps to one of us. In that world, it’s all about being scalable, repeatable, and measurable. A couple of things that we’re looking to do is continue to invest in building more of our spaces within Highspot in those Spots. We’re bringing on other partners within the business, like our rev ops team, and deal desk, they’re all looking for their own spaces.

So we’re bringing more of the sales process and organization into Highspot to continue that ambition of being a single source of truth. We’re on to your front-line lead coaching program, so bring all our front-line managers through a coaching program and Highspot will play a big part of that with specific manager-based plays and using the Scorecards again here.

And then we’re hopefully going to accelerate a lot of what we’re doing with the AI functionality that you guys have brought to market recently. For me specifically looking at AI feedback within those learning modules, I think that’s going to be a big piece for us.

SS: Exciting. Felix, thank you so much for joining us today. I really appreciate the time. 

FM: Thanks for having us.

SS: To our audience. Thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

And so I went into training teachers first. And then because of where I was and the product that I was selling or representing, I realized that our sales team didn’t know how to position something. And so that’s how I say I accidentally fell into sales enablement. It really wasn’t like a thing or a term that I’d heard before.

And so that was about five years ago now. And so started working with sales teams, started building Materials for them, job aids, training materials, and then really started building certification courses. And what does that mean? And what does training look like? And so training just exploded from there.

Built my way up into the enablement space – I lead an amazing team here at Learning A to Z. We all collaborate cross-functionally. Sales enablement is a big cross-functional collaborator. And so we all have those different functions and we lead an amazing sales team here that helps educators. That’s really what our goal is, just to provide them with the materials and resources that really make their life easier.

SS: As someone with two elementary school children, I have to say, I think you’re a saint for all that you have done in your earlier career. And I love that path that you followed from your career standpoint to lead you to enablement, that is amazing. And it aligns with something that I had seen on your LinkedIn profile because you shared that your passion is sales empowerment. How does this influence your approach to your enablement strategy?
 

CH: Yeah, so it’s so funny because the term sales empowerer really came from when I got here to Learning A-Z. They had sales enablement before, but really it was sales ops. I had to work to really redefine who we were. One of the things that I did when I was introducing myself to my reps was I would say, “I’m really here to help empower you to do your job, whether that means tools, whether that means training, or certifications, all of those things, that’s what I’m here to do.”

One of my reps spoke up and she was like, “So really what you’re saying is you’re a sales empowerer.” Yes, that’s exactly what I am. And so we just took that and read with it, I was like, that’s amazing. That’s who I want to be. I don’t want to be sales enablement, now I want to be a sales empowerer and I really want to empower them to feel confident. Like our solution – we know that our solution is there to help students and teachers and I want them to be able to position that and be able to speak to that and feel really comfortable when they’re in front of our customers, that really buyer-centric lens.

That’s really what I say, that goes back to that cross-functionality. We work with all the different teams. We’re really here to help empower our reps. And what does that mean? And it’s tools like Highspot that help do that. 

SS: On the note around enablement platforms, before implementing Highspot, you noted that 80% of your reps really struggled to locate content when they needed it. What impact did that have on your sales team’s confidence?

CH: When I came to Learning A-Z it was really important to me to not come in like a wrecking ball. They had an enablement function but we knew we were doing things differently. And so I started performing a gap analysis, really what were the areas that were missing and how could I come in and help to solve problems for them and really empower them in all those places.

And one of the places that really stuck out to me at the beginning was that 80% of my reps didn’t have confidence in finding the material. We had a platform that was really like digital asset management – there was no real structure, there were no analytics behind it, there were no Digital Sales Rooms.

So they were really, pulling materials. One of our head of sales had pulled an iteration of a playbook that was seven iterations old, and that is not a good look. And what are they printing? What are they sharing? And I know as an administrator, or past administrator, when you hand me papers in this digital world, they’re going to get lost on my desk. I’m not going to be able to go back and look at them or find them. And then you have no idea if I really reviewed it, like what that meant for me. And so I had come from a company that had Highspot and I had some knowledge, but the thing is, I didn’t want to come in saying Highspot is the solution, right? You don’t know. You’re at a new place, you want to give them the time. I did my due diligence and I spent time, speaking to their many different platforms that have that similar function. One of our sister companies uses Highspot as well and so at the end of the day that’s who’s showing through as the right solution for us as well.

SS: I love that. So I know that that analysis you did was definitely part of the impetus for deciding to invest in an enablement platform, and I know that you helped lead the evaluation for the right platform. As you said, you wanted to make sure it was the right fit for the organization that you’re at currently. So what made you ultimately decide to partner with Highspot again? 

CH: I spoke to lots of different platforms and people – great people – and met great solutions along the way, just not maybe the right solution for us. The thing that really stood out is Highspot has amazing people, they really do. Going back to, these are people that are going to partner with you and stick with you through your implementation journey. And I had seen that support before. And so I knew I had that to count on. Also, Highspot’s a leader in their field, really it’s the top. And when I was thinking of what platform are we going to get, that was really important to me that we had an innovative platform that was going to take our feedback and really make those changes to the best benefit of their customers.

I knew it was user-friendly. That was something that was really important to me because our team was going to be building Highspot from scratch, and doing the content mitigation from our other platforms. So all of those pieces, taking all of those pieces into consideration, Highspot just kept coming up to the top for me, and that was something that I was working with our head of sales at the time, our senior vice president, now the president of our company.

He was in it with me, and we were going to all these different demos and he had one in his mind that he really wanted. And so it was through that I was even able to help him change his mind and see the benefits that Highspot could bring to our table.

SS: Since you launched last November, you have already seen some amazing results – you guys are driving 93% recurring usage. Can you tell us about some of the impact that this has had on sales confidence now?
 

CH: So we haven’t relaunched our survey yet, we wanted to give time for implementation.

However, the one thing that we noticed right off the bat is when we came to our all sales meetings and people were sharing content, or product marketing was sharing. My team had a back channel joke where it was like Highspot, Highspot, Highspot – every time they said it, we’d put like a cheer in our chat.

We just knew that they were loving it, all teams were loving it and they were creating different things. And it’s been fun to even see how marketing has created some plays for different campaigns and different pieces that we’ve been able to take and have big wins for.

So being able to see our sales reps are now taking the ownership of leading some of our trainings of things that they’ve learned and sharing best practices, and really seeing that grow has been a huge win for us. And just hearing, like I said, every meeting with “Highspot, Highspot, Highspot”, “Make sure you go here, you’ve done this”, we have a place where they can share their wins – and that’s been a lot of their wins is being able to share a Pitch or being able to share a Digital Sales Room. And so hearing that and knowing okay, we’ve made an impact in this space, has been really rewarding for our team. 

SS: Now, as important as it is to have a single source of truth for your reps, it’s also important that you pair that with a really robust governance strategy. How are you focusing on improving content governance and how is that also helping to drive sales confidence?

CH: It’s still something that I’m really trying to work on, it’s still one of our grow areas because when we initially mitigated from our first platform, we just took everything over. And so now we’re sitting here and that’s the one number I would like to see come up is that content governance because now we’re able to use the analytics that we’re getting from sales to feel like, what are they actually using, what things are just sitting here and not being utilized? We have made a beautiful platform where everything is really nicely organized and they can go to specific Spots for each one of our products because we have a really robust product portfolio. Everything is organized and there for them, and I think that has impacted their confidence in a positive way. But now we can use those analytics, we launched in November, we have those months behind us. So now we can actually start looking at what’s being utilized, how it’s being utilized, what’s winning.

And I report that out to senior leadership on a monthly basis. What is our top content? What are they using? And how does that affect our win rates? And being able to see that has an impact on both marketing and sales.

SS: Absolutely. Now, you’ve touched on it a little bit already. But I know a key way that you focus on empowering your teams is the use of Digital Rooms. What are some of the key ways that you’re leveraging Digital Rooms with your teams today? 

CH: Digital Rooms was one of our favorite features that we were going to get because, like I said, as an assistant, principal when you hand me papers it’s going to get lost on my desk. But now in this digital world, I can open that up, I can go back to it, I can share it. It provides all those opportunities because I know that there’s a statistic out there that says now most sales are being done online, and so it empowers our reps in that way to have the analytics and see the Digital Rooms. We actually had a rep just recently share how she’s customizing it per month and putting the top five things you should see this month, and honing in on the things that are happening in the product, the campaigns, the webinars that we may be releasing and really customizing her Digital Room in that way to share it with customers. To not just be a Pitch, but a tool that’s really partnering with them long-term, and sharing with them new things that were coming out and really being that lifelong partner, and not just trying to get that sale.

That’s really who we are as an education company. And seeing that, and seeing how they’ve been utilizing those Digital Rooms has been probably one of the most exciting things. And building more templates for them so that they have those pieces, and then sharing templates that are landing really well in the market, and then being able to share that and have those pieces has been really beneficial to them.

SS: Amazing. And how are you also then leveraging Digital Rooms to gather insights on what’s working and what’s not both for your sales team as well as your buyers?

CH: Being able to have those analytics, really we were driving blind before, we didn’t know. And so now being able to pull those analytics that’s on the coordinator on my team works with me and we really review that.

So that we know what to report out to sales, we know what to report out to marketing on what’s landing with customers. What’s resonating with them? What can we make sure that we provide more of? So having all of those pieces and really being able to use that data and be data-driven in that way, it’s something that we never had before.

So it’s really opened up a whole new avenue for us as far as the strategy goes and being able to share those analytics. 

SS: I love that. And you guys are seeing just absolutely. Amazing impact. You guys have seen some fantastic success with over 400k in closed won revenue in the first few months, and 10 million in open opportunities associated with Highspot. How did you drive these results? 

CH: I think that having that connection to our CRM and being able to see analytics like that has been huge. I think to be able to drive those results really started with a strong implementation. We actually started with a different coordinator leading the implementation efforts. He actually went on to a new adventure, super happy for him, but that meant that there was going to be a transition in that position, but we never lost traction. That implementation of Highspot was super important to us and making sure that they had the training that they need as the enablement team, they had the pieces that they need to really feel confident in the platform. So that when they were sharing, when they were pitching, that it was having an impact. And so that’s where I think, and we also paired it with some certifications and different trainings that were happening.

And so with that came sharing new decks, sharing new scripts, and being able to see how they’re utilized and like what they’re sharing in those Digital Rooms based on the certifications of their trainings that we’ve just had has really made an impact for my team, but for sales to see what is impacting our market.

SS: Fantastic. Cara, last question for you, I really appreciate all of the insights that you’ve shared. How are you continuing to build on the momentum that you’ve achieved so far to continue to help drive a lot of this business impact? And how are you planning on leveraging Highspot to help? 

CH: Highspot has amazing webinars. They have this new thing called Learning Circles where we can learn from other enablers. I’ve reached out to other enablers that are in the ed-tech space to hear, “What are you doing? What’s working?” I think instead of seeing them as competitors, but seeing them as collaborators is an important part of that strategy when you’re implementing a new tool to see hey, how are you doing this and how can I learn from you?

Utilizing the chat features and the different things I can reach out to other people that are Highspot users, I think is really important. We want to make sure that this is something that continues to be sticky, that it continues to have a high recurring usage.

We’ve seen such an impact already. We just want to make sure that now we’re leveraging best rep strategies. We’re allowing them to share big wins, that we’re highlighting those in our all-sales meetings. That we’re bringing that to the surface, that we’re really looking at that content, driving that engagement, utilizing those plays to be that one-stop shop to help them learn different strategies or different campaigns that we’re sharing.

Really utilizing all of those pieces and driving usage and growth in the future I think is really going down to now that we’ve implemented it, now that we’re starting to see, now let’s go back and analyze the data and where can we take it to the next level. Because that’s really what I want to see. I want to see us be able to take it to that next level and really share best practices. Not just within in-house, but with other enablers as well. 

SS: I love that. And you participating in this is absolutely a fantastic first step in sharing it with other enablers. So thank you again, Cara, so much for joining us. I really appreciate it. 

CH: Yeah, of course. It was great being here today. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Graham Kilian: Thanks for having me. I’m happy to be here and looking forward to our chat today.

I’ve been working in the go-to-market strategy and enablement space for about 12 years, starting out mostly in an integrated marketing capacity, doing a little bit of everything to drive business for a few different startups. And then that’s where I began with Talogy almost eight years ago where I’ve been incredibly fortunate and I’m very thankful for the opportunities I’ve had to learn, grow, and innovate as the company has grown rapidly and expanded across the globe.

And, really reflecting on my experience for our conversation today, I actually found it really interesting how closely Highspot is tied to my career journey, going from a marketing generalist supporting a very small sales team in Indiana to now leading a global revenue operations team that supports hundreds of people within our go-to-market teams in over 20 countries worldwide.

And, I say it’s interesting because Highspot came into my view through your team actually doing a very good job of practicing what they preach from the first touchpoint with one of your sales development reps sending me some thought leadership content about the rise of RevOps and the importance of sales enablement. And that was right around the time that my current boss – who’s now the VP of global revenue operations – was the vice president of sales, and I was in product marketing and we both started talking about how this was really a need for our organization.

And, through the thought leadership content that your team was sending me, and as I began to engage with your sales reps, that content really started to become the foundation for essentially my thesis for what RevOps could be for Talogy and really what helped me make my business case to become a department of one to start RevOps. And so that was three years ago. In that time, we’ve now built out the team, we’ve restructured, I think the global RevOps team now is about 14 people. And it’s crazy, here we are today. 

SS: We’re glad that you’re here with us, Graham. Now, as mentioned in the introduction, gaining better insight into what works for your sales team was one of the key reasons why you initially implemented an enablement platform. How does Highspot help you take a data-driven approach to your enablement strategy? 

GK: Really it helps us in multiple ways. We look to ultimately use data to help us make more informed business decisions, right? There’s a lot of data across the business. There’s a lot of content, especially for a business like us.

We’re the product of 16 acquisitions 16 different companies being brought together, a lot of different departments that have a different piece, whether it’s part of creating the actual sales-enabled content or creating guidance that goes into it and then ultimately actually having some firm data when it comes to what works and what doesn’t, so that we can better prioritize where we put our resources, where we allocate those resources. We’ve really used the data that we can gain from Highspot to be more strategic and more pragmatic in how we approach sales enablement, we’ve used it to really improve the experience that we can deliver to our clients.

So some of the data that we really look at when we’re considering the effectiveness of tools like Highspot is feedback from our clients. So we run a win-loss interview program. Something that our product marketing team heads up and, before Highspot, we were seeing data coming in through those interviews telling us, really pointing to some of the typical symptoms of silo syndrome – the things that you can expect when you take 16 different companies that all have multiple departments and you put them together.

And it was causing friction in the sales process and the customer experience, causing that pain that at times would cause buyers to not choose to buy from us, even if they liked the solution. And we’ve been able to leverage that feedback into what we do, and now we’re leveraging that feedback to validate that what we have done is actually working.

SS: I love to hear that. And how has this data-driven approach helped you scale your enablement strategy across your global teams?

GK: From the time that we really started looking at Highspot – and we’ve tried to seek feedback from our teams – so leveraging data on the very front end to understand what teams’ needs were.

So through surveys, through focus groups and interviews, really trying to put some hard data behind what our challenges are as a company globally, as well as then also understanding kind of the nuances that come with running a global business operating in ten different regions where there are cultural differences that may impact the way you sell and what’s really effective in your local market.

We’ve done a lot of work on the front end to make sure that we’re understanding that from our teams, and we’re also collecting feedback now that we have rolled this out to our global teams after we’ve implemented and we’ve had some time with them actually using it getting that feedback from them to see what’s working.

How is it improving efficiency and effectiveness across the business, and ultimately, how are we solving for the classic problems that all of the businesses like us have? Which is content is difficult to find across the business. It’s siloed in a ton of different areas, it lacks visibility. So there’s a lot of great content out there that people could be using but they don’t know where to find it when they need it – that just in time surfacing of the content that you really need. And then also, very importantly, is that content lacks guidance. How do you actually use that content to be effective in the sales process, position yourself as an expert as you’re selling, and really build the trust that it takes? When you’re not in commodity goods, we are solution providers. And so solution selling takes another level of that really good guidance where you can put the context and the content together and really create an effective influential experience.

SS: Now, Graham, I know global expansion has been a key strategic initiative for your business. What are some of the challenges businesses might face though, when trying to expand globally?

GK: Yeah, there really are a wide variety of challenges that you run into. So we are a global business, as I mentioned, we acquired 16 companies across the globe, so we’re in over 20 different countries. So with that comes a wide variety of different stakeholders, so scalability becomes incredibly important when you’re a lean mean enablement team, and you need to be able to support a very broad range of stakeholders with varying needs. For instance, every week we have sales enablement content in ten different languages to be able to support our teams in their local markets. So being able to make sense of that, being able to make sure that, your local teams have access to the content they need, but that you don’t create noise for your other sales teams that really don’t need to see content in Dutch, for instance. Very rarely does our America’s team need to see that content. And so being able to create a curated sales enablement experience becomes very important when you’re dealing with the challenges of there’s a lot of content to begin with and then you multiply that by language needs, it becomes exponentially greater to harness all of that content and really centralize it into one place.

For instance, we also have a lot of different siloed repositories where this content exists. Coming from different companies, from different departments, we have over 20 different content repositories aggregated into Highspot. So when you think about organizational change and trying to create efficiency it can be really a challenge to try to get folks who have maybe been doing things a certain way for a long time to change what they’re doing. It can be a big lift to try to consolidate 20 different SharePoints into one. But with a tool like Highspot, we don’t have to disrupt what people are used to manage content behind the scenes and allows us to aggregate everything into one central place for our consumers – our salespeople, our go-to-market teams – to really drive the efficiency for them without having to create a huge project to consolidate everything on the back end. So that’s been really beneficial.

Dealing with, you know, the cultural differences and being able to account for those things is certainly something you deal with at a global scale. And so being able to create resources at the global level for scalability purposes, but then also being able to support those teams with localization, which is really where we moved the needle in sales and in our local markets is really important. At times we might use Sales Plays to launch something globally, but then work with our teams to figure out where we might need to localize those things – where we need to make sure that we’re providing content pricing in their local denominations and their local currencies – and that becomes really important.

And then the last thing I think I’ll mention, which is probably one of the biggest challenges, is driving consistency and standardization, right? And that goes hand in hand with scalability. It’s very hard to scale what you’re doing from a sales enablement and sales training standpoint when you have eight to 10 different sales teams and they’re all used to doing things in different ways. And there really isn’t a whole lot of consistency in how sales enablement and training have been delivered historically. Really using Highspot as our conduit for this we’ve been able to start that process of standardizing the way that we frame our actual sales enablement and our training, the way that we deliver it to our teams and then the way that we actually analyze it by now having data. It’s very difficult to understand the effectiveness of a program when you don’t really have data in the first place. And so going back to the first question about how we’re leveraging data, really understanding. How our global teams are accessing and using content has become incredibly valuable, and that’s one of the things that we’re most excited about as we build more data about what our internal teams are viewing and ultimately what they’re sending to our clients and how they’re using content to influence the sales process. Very exciting stuff and only something that’s possible with a tool like this when you’re dealing with global scale like we are.

SS: I’m sure a lot of companies can relate with that. Graham, you have seen some fantastic results since implementing Highspot, including a 95 percent increase in rep confidence and a significant increase in efficiency. What are the key components of your strategy that led to these results?

GK: I think the answer to your question really lies in the close collaboration that really needs to happen in order to be successful with implementing something like Highspot. The whole goal of Highspot is to solve the challenges that your team is facing and also be able to bring together cross-functional teams, demolish those silos, [and] break down the sales barriers that there often are. And a lot of times that means being able to collaborate more closely with cross-functional teams than you typically do.

And a lot of what we were able to do, as I mentioned earlier, was collaborate with our sales teams on the front end to really understand what their needs were, collaborate with the content owners and the guidance owners to understand what their needs and their challenges were when trying to deliver that content to our sales teams, and then really be able to use Highspot to bring that together and to be the solution to many of those challenges. And really nailing those things down with the sales team on the front end allowed us to be very focused in what we prioritize when we created Highspot and in the design of Highspot and ultimately, I think that’s what has led to reps being more confident that they have the latest and greatest at their fingertips at all times.

And a lot of it also goes back to that visibility as they at least now feel like they have visibility into everything. And they also know that they have the team –  this cross-functional collaborative team of content owners across the business – that are focused on maintaining that repository for them and ensuring that it is truly, accessible. A single source of truth for the organization.

SS: Now, you’ve touched on it, but a major driver behind your success are Sales Plays. What are some of your best practices for utilizing plays, and how has this helped drive impact? 

GK: Yeah, sales plays are great, they really are. They are something that really brings more simplicity and cohesion to things that can often feel nebulous and complex and even disjointed when you’re bringing together all of the different puzzle pieces across the business from different departments that it takes to actually create a complete comprehensive sales enablement package for your team. So Sales Plays are great with that, they really helped foster that collaboration with cross-functional teams involved in both the content and the guidance creation and help bring it all together in one place.

I really love the simplicity of Highspot’s best practice framework of what to know, say, show, and do. And that is really something that we have adopted now as a framework for enablement as a business. So when I work with our consulting team or our product team, we talk about, which assets fit into which of those know, say, show, and do categories. And then we bring that all together into a Sales Play that’s organized in that way. And it’s just so simple that it makes sense to our teams. 

And so we actually just used that framework for collaboration on a very large global initiative. We just launched a new solution, our in-view leadership solution suite earlier this year, which was a huge cross-functional effort across the globe. A ton of work from a ton of teams went into it. And to make sense of all of that, to deliver it to our go-to-market teams in a way that isn’t overwhelming, is a challenge. And we used a global Sales Play to be able to bring together all of that content and context into one place. And that is how we launched it internally. We launched it through a Sales Play that was in our internal webinars as we were explaining what the solution was. We were also helping our teams understand where they can find the resources that they need. So much of this, like if you sit people down in a 1-hour webinar and give them a bunch of information, they’re going to retain a very small portion of that. So the main thing we try to train our teams on is where they can find those resources when they need that just-in-time ability to surface the content you need to be the expert in real-time when you’re having a conversation with your client and avoid the ever dreaded, “I’ll get back to you with that.” Even when it’s something that’s a seemingly simple answer, it can kill a sales process. 

And so Sales Plays are really good about making sure a salesperson has clear, curated guidance from end-to-end of everything that they need in a given selling situation. And it also helps because they know that there’s one place they need to go to find everything. And if they can’t find it, there’s usually guidance there to tell them either it’s coming, or who they can go to for help with that. So it’s a really comprehensive way of enabling a team, but also giving them a narrow segmented focus of where they’re selling and not allowing them to get lost in the noise of other solutions in the process.

So we’ve actually expanded the use of Highspot globally right before that launch so that we could get that Sales Play out to everybody. And it’s really been, we’ve had great feedback, fantastic feedback from our in-market teams. And the early results and the feedback we’ve seen leads me to say that it’s really been one of the most successful product launches in my time at Talogy.

SS: I love that. And I’d love that one of the areas that you’re expanding into, or you’re in the process of expanding into, is around Pitching and Digital Rooms. How are you planning to leverage Pitch capabilities in the year ahead to continue building momentum with your teams?

GK: So Pitching is an awesome feature, it really is, and something that our salespeople have often dreamed of and didn’t think was possible. And so, there’s been a lot of early excitement from the sales teams that have gotten it. We’ve had great results with early adoption of pitching just because our sales teams love the abundantly professional deliverables that you can send to your client. And making that sales process easier, of course, avoiding a ton of emails and attachments and trying to send a client, whether it’s a recording of a call, or if it’s a pitch deck, that’s maybe too large and you can’t even send it via email. It solves a lot of just the basic problems that our teams have. And so that’s where driving the adoption of it hasn’t really been too much of a challenge.

It is something that is change management, it’s different behavior than a lot of salespeople were used to. But once you can train them on it and get them more comfortable with it, they really love the capabilities of what they can do. And we’ve seen a lot of this adoption of Pitching when it comes to how we present proposals and RFPs. If there isn’t a restriction on how the RFP can be delivered to the client, we build out a nice branded Digital Room, we host the actual proposal document with all of the requirements as well as any of the supplemental materials they might need, sometimes we add a personalized video. And it really personalizes the buying experience and we do believe that’s going to lead to more wins, right? At this point, our teams are really excited about what they’ve been able to deliver and then the insights that they get when they send it. One of the things that will drive salespeople and sales leaders crazy is once you’ve sent that email, what happens? I spent all this time putting together the perfect pitch, did they even look at it? That’s one of the questions that’s always burning in your mind.

Our SDR team uses it for prospecting, a great way to use Pitching capability. So when you’ve sent several emails to targeted prospects and you’re trying to prioritize, who do you follow up with when no one’s actually responded to you? Leveraging those Pitch analytics that just pop up to the top to say that so and so just viewed this piece of content, it just signals that’s a timely time to reach out. And so we really leverage it in that way as well, just to help prioritize where our salespeople spend their time every day, making sure that they are reaching out to people that might be warm, or maybe you did send a proposal several months ago and that client has gone silent. And then you see something pop up in your email, a notification that they’ve re-engaged. That’s a good time to maybe reach out and see if they need anything. And so we’ve had some really good experience now and some good success stories from salespeople who have had that exact thing happen and made that reach out and the buyers like, “Oh, that’s actually great time that you’ve reached out, we’re actually ready to move forward in the decision-making process.” So it’s a great tool.

SS: Last question for you, Graham. How do you plan to leverage innovation and enablement like AI to continue to expand globally and engage your clients at scale in the year ahead?

GK: The rise of AI is certainly something that everyone has their eyes on. Highspot is really proving to be a leader in this space, and so I’ve been reading a lot of the thought leadership content, attending a lot of the webinars to stay up on what the options are, and trying to understand really what’s going be the best fit for our business. Where do we start with implementing some of these AI-enabled features, and then what can we maybe grow into over time, ’cause I think that’s always important. Implementing newer technologies, especially with things that are really on the cutting edge like AI. Some of the features in Highspot that I see immediate utility for are things like Instant Answers. So, being able to go to the search bar – intuitively type in a question that would normally go in an email to one of our consultants or someone in our R&D team – being able to just plug that into the search bar with a question mark, and then actually returning an answer that’s based upon.

Our content that’s in our system, I think is really important, right? When there are tools like ChatGPT out there, where you could have salespeople going and trying to ask a question and getting an answer back and not knowing if it’s factually accurate, I love the fact that our team can go into Highspot, ask a question at least about our content, about what we do as service providers, and be able to get an answer that’s just based upon the content that we have at Highspot is incredible.

It’ll lead to a lot of time savings. I think it’ll lead to some just natural upskilling of our team. When they have a quick question, they can get a quick answer. So it almost becomes like a knowledge check in that way. And then there are some additional exciting features that I know Highspot has, like AI knowledge checks, like AI coaching that are all things we hope to take advantage of in the long run. I think other features where AI and where these innovations can help us go back to what, you know, I talked about earlier being so critical, which is really helping our sales team when the sales process is so nuanced, [and] when there is such a vast pool of content that our sales team can use to position themselves as experts in the sales process. Using tools that can help them surface the right content at the right time is so critical.

And so tools like Highspot and being able to actually recommend the content to salespeople, depending upon where they’re at in the sales process, depending upon certain attributes that they’re tracking related to an opportunity in Salesforce is really powerful stuff when it comes to helping your sales team efficiently get to what they need. And then being able to effectively use it with their client to influence the buying decision. 

SS: Graham, thank you so much for joining us today. I really appreciate your time and your insights. 

GK: Thank you very much. It was my pleasure. 

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is Anthony Doyle, the director of sales enablement at Turnitin. Thanks for joining us, Anthony. I’d love for you to tell us all about yourself, your background, and your role.

Anthony Doyle: Sure thing. Thanks for having me, Shawnna. My name is Anthony Doyle, I’m the director of sales and development as Shawnna said, at Turnitin.

A little bit about myself, I started my career back around 1998 working in the education sector, building interactive multimedia learning materials for education. I started out on the tool side of the game and really building materials and building learning programs for UK institutions.

And that was at the time when the VLE space, the virtual learning environment space had just started being created. So I was working on some of the early prototypes and software development for those types of systems. That led me to a sales role for around nine years, and that’s where I really learned my sales craft and my different selling methodologies. I think of solution selling, Milleheim, and those types of frameworks.

Through that career, I built a massive knowledge of sales and marketing and went on to lead sales and marketing organizations at various ed tech companies. And what I found at those companies I was doing a lot of enablement. Before enablement was a thing and before it was coined as a type, a term, or a category, I was naturally developing sales teams, developing sales processes, selling systems, and things like that.

So that led me to a bit of a consulting career, working with organizations to develop their sales and marketing practices. And then a couple of years ago, I decided I really wanted to get into a long-term role and join an organization where I could have a good tenure with, and be part of something from a longevity perspective, rather than going in and fixing and putting things in and then putting it in the hands of somebody else, to really see the long term development.

I’ve been familiar with Turnitin since probably the late nineties. So when Turnitin was first founded, I’ve seen Turnitin grow up as a company and mature. So it was good to join them and get on the other side of that. And now I lead the sales and development practice here at Turnitin, which is part of the RevOps organization here. 

SS: Anthony, as you mentioned, you have extensive experience in enablement and you also have a very clear vision for your enablement strategy at Turnitin. What are the core components of your strategy and what are the key strategic initiatives you’re focused on driving this year through enablement?

AD: It’s first important to say that when I joined the organization around just under three years ago, this strategy wasn’t what I led with initially. I led by really trying to figure out where the organization was at, what the goals of the org were, and figuring out some of the kind of key gaps initially that we needed to put in place in order then to be able to develop a strategy for the long term.

So we focused initially on some of the competency development and a competency framework around what we wanted to really be driving in terms of our sales process and the skills underneath that. And then at the beginning of this year, I got together with my team ahead of the sales kickoff to really develop the sales and neighborhood strategy that would take us from 2024 through to 2026.

And where we’ve landed with that, is we’ve got three pillars in the strategy. The first of those is: align and engage. And that pillar is around really aligning with the different sales regions, the different sales leaders, and, factoring in their regional intricacies and figuring out where their teams are at. And engaging those teams in a dialogue for development, for increasing all the key metrics and KPIs that you would expect. 

And then really moving into the next pillar, that’s around educating and inspiring, so it’s: educate and inspire. And that area is really around developing the training programs that will be inspiring sellers to engage and to develop their skill sets. The aim of, obviously, to develop the sales practice. 

The next pillar underneath that is: elevate and impact. And that’s really where the rubber meets the road, right? It’s about. impacting results and elevating the practice to a world-class sales level. So when I was hired, the MO was to develop a world-class selling organization that other people in the ed tech industry would recognize and want to be part of and want to come here because of the way that we do sell and the level of practice that we have.

So that last pillar is about getting us there. Now, some of the initiatives, obviously that come under that, there’s many initiatives that we have. Some of those range from, at the align and engage level, just having a regional management cadence, so having a regular cadence. We restructured our sales enablement team to have a regional sales enablement manager in each one of our three key regions.

And what we’re really looking to do is have that regular cadence with the first-line managers to understand what’s going on, and get coverage on where the sellers are at from a competency perspective and a sales capabilities rating. And then see what, we can drive programmatically down from that.

Then we feed that into the next pillar, which is obviously, the education-focused pillar, the educate and inspire, where we’ll be looking to drive tailored training programs and we’ll be driving that through Highspot. And then obviously as we get to elevating the practice and driving impact, some of the things that we’re exploring there in terms of initiative is looking at Meeting Intelligence to figure out, where there’s coaching opportunity and where we can really drive that elevation of practice.

SS: Amazing, and I love how you really centered them around those three core principles. How does your enablement platform, Highspot, help play a role in effectively executing your enablement strategy and supporting your strategic initiatives? 

AD: It’s a great question. First of all, you need, a place to be able to gravitate around and a place to be able to drive content, and programmatic training. We need somewhere to put that, and we need somewhere to drive that as well. So Highspot is pretty much our sales enablement hub. It’s where all of our content to do with messaging [lives], it’s where we do all of our onboarding, so when somebody first joins us, and we’re developing as part of the strategy role-based onboarding pathways.

At the moment, we’ve got quite a generic onboarding pathway. So, we’re developing more personalized onboarding routes, depending on the role that you take within the org, and all of that first engagement starts with Highspot. And then the ever-boarding, things like sales systems training product messaging.

Plays and we’re going to be looking at development sales kits as well. And we have got a strong partnership with our product marketing team and they develop well-built sales plays for our product motions. So a lot of that, all of that has to be housed somewhere, and it should be in one place, and it should be somewhere where you can understand how that’s being leveraged, and what impact that’s making. If we think about elevation and driving impact, we want to be able to know what’s working, and what’s not working. And if these motions and the training that we’re delivering is being consumed, how is that impacting on results?

We look at correlations between where people are exhibiting certain behaviors, pitching more regularly, involving certain pieces of content within the sales cycle in Highspot, and how that’s driving back-to-end results. 

SS: Now, you mentioned the importance of driving regional alignment. How does this defined enablement strategy help you drive that alignment to execute against your strategic initiatives?

AD: I think this is the key component really. What we found over the first two years when I joined the org being more transparency we weren’t seeing the traction we wanted with the adoption of some of the programs we’re developing. We built out a competency framework with really high-quality training that existed under that, we built customized frameworks for lead qualification.

We have a framework called Nitro, and we felt the need to do that because of a lot of qualifications LMX, put things like budget – if you think of band – budget is at the top. You think of Adam, authority at the top. Whereas in our sector when we’re selling, the need is the key thing, right? You’ve got to have need at the top of the cycle.

So we developed resources like that. As much as we try to drive awareness and adoption of those things, we weren’t really seeing it at a macro level. What we quickly recognized is, it was missing that regional engagement piece.

We had to align, we had to figure out what the challenges were in the regions and then eat our own dog food, really, in terms of, if we’re trying to push a problem-based selling approach. Really, we should take the same approach ourselves as enablement and figure out what’s going on and diagnose before we start prescribing things like nitro and, sprints, prospecting frameworks, and things like this.

And certain training, we should try and figure out first, where are the sellers are, and what’s their biggest opportunity to improve. And even if they’re really high-performing sales teams, it’s like any sport, right? You can be the world’s heavyweight champion of the world, right? Of boxing, but you know where you want to develop muscle and you want to develop strength or, refine certain techniques.

But you can probably talk to that very quickly if you’re engaged and say, “Hey, if you’re going to coach me for two hours, Muhammad Ali, and bring him back this is what I want you to work with me on.” So that’s the approach we’ve now been taking, and we think it’s crucial to get the alignment.

Because then when we’re asking those questions to the first line managers and they’re saying this is where I want your help. When we offer that help we’re going to get the adoption. We’re going to get the engagement because they’ve asked for it. 

SS: I love that notion of elevate and inspire. How do you think about that when structuring your coaching programs, especially across regions and how can real-world coaching help drive consistent execution of your strategic initiatives around the world? 

AD: So one of the first things we did, one of the first things I did when I joined the org is redevelop the sales process. We merged about two or three separate organizations together and they all had slightly different sales processes. So what we said is really what we feel is important is breaking down the sales process and looking at what are the capabilities that sellers need to really craft, and work on to be successful in any buy-in journey. So we now have is we have ten core sales competencies or sales capabilities that are mapped under our sales process. So what we’ve done is develop material around them, developed job aids, a pre-discovery planning worksheet, a vision engineering worksheet, and things like that.

Frameworks for mitigating objections using things like layer, and another approach is mid labels and mirroring and techniques like that, psychological selling techniques, and negotiation techniques. And we’ve developed assets around these things. So what we’re effectively doing when we’re aligning with the regions is talking to the regional manager about what they’re seeing in results where they’re seeing the average pipeline velocities and the kind of metrics around pipeline health.

We’ve got that presented now in dashboards. We’ve got a fantastic BI team here, so they’ve looked at a lot of depth on the pipeline, and our regional sales managers can have that dialogue with the sales manager in the region and say, “Hey, based on this, what capabilities do you think we can further develop in your teams?”

And then what we’re doing from there is building a programmatic approach to that. So instead of just doing a training and saying, we’re done, we’re actually building a four-week program or a six-week program around that, and we’re layering in different training, driving bespoke activities and workshop activities and different fun ways of engaging the teams.

And then we’re driving that and we’re rolling that out through Highspot on a learning path, and then we’re seeing how the teams that we’re engaging on Zoom, to get like feedback and where you’re struggling. How have you applied this over the last four weeks? What are you finding?

What’s not working, what’s working? We’re getting that kind of tribal knowledge culture moving across the teams. And that we feel is the right approach. 

SS: Now we’ve touched on this a bit, but, as we’ve been talking about this, you have helped to globalize your Highspot instance and you’re seeing amazing impact, I think you guys are at 86% adoption. Can you tell us more about this effort and how it has helped to keep your teams aligned across regions? 

AD: When we first deployed Highspot, what we did was we took quite a wide approach to it. And obviously, we’ve got many different regions. We’ve got teams in Asia, and we’ve got many different languages that are spoken.

We’ve got teams whose primary language is Japanese, so we’ve got content that’s translated into Japanese. We’ve got folks in the Netherlands, in Germany, in Spain, in Mexico, we’ve got people in the Philippines, in all over the world, Australia, et cetera. Now, when you think about collateral and marketing material, and when you start translating that, what we’ve done and a mistake we made, to be honest, is we put that all centrally in one kind of like product by product, we had different Spots in Highspot. 

But what happened is that quickly became overwhelming for people because when they were searching or when they were trying to service content, they were finding lots of content that wasn’t applicable to them. It was in Japanese and their clients don’t speak Japanese.

And, obviously, once people were leaning into that content and some of the teams are leaning in and using it, that was bubbling to the top in some of the lists and on the smart pages and things like on the Spot overviews. So what we did is we restructured Highspot to take more of an approach where our core, primary language content, that’s American English or British English is in a central spot, and then we created regional spots.

We used the group feature of Highspot to collect all these teams into groups so that they only had access to the materials and the regions that mattered to them. And that helped a lot because it meant that content was easily found. It was more applicable. They also had their own spaces where regional marketing teams could start driving certain motions and specific. Materials that are right and relevant to those regions. So that helped in just thinking more thoughtfully around the process of structuring Highspot in the way that’s going to best serve the sellers. 

And then I think the key thing is a partnership with product marketing. So in enablement, we don’t own the messaging. We don’t own how we message our products. How we necessarily train the products as well into the market, but we’re a key partner in building some of those programs. And I have a learning developer who’s fantastic, her name is Ren Narciso, an absolutely amazing learning designer and developer. And she develops a lot of our product training, but she’s not an expert in each product, right? And I’m not an expert in the product. So, that partnership with product marketing is absolutely key. And we started working with them to leverage frameworks like PIC: problem, impact, root cause – different frameworks to really think about how we position our products.

And they have done a fantastic job of developing materials and assets. Without that partnership, I think it’s very difficult for enablement to drive that value. I think we work in proxy in some instances, and we work to support those teams to help them craft a very valuable experience in Highspot.

I think that’s probably why we’re seeing some of the adoption we are, it’s because people like the product market and really leaning in and being a very strong internal advocate for the use of Highspot. They even do things like building out like how-tos in Highspot. Here’s how you use digital rooms and good practices around it.

So even though you think shouldn’t an admin be doing that? Actually, because those people are really building out these assets, they want to see them utilized effectively. So they’re leaning in and they’ve got the enthusiasm and the willingness to even push more tutorials and things out to sellers.

SS: Now you touched on the importance of learning programs and the key role it plays in really driving that consistent execution. What are your best practices for designing effective learning programs and how do you leverage Highspot to help? 

AD: So I think you’ve got to go right down to what’s the intended outcome, right? When you’re looking at a learning sort of program, you’ve got to think about what are we trying to drive in terms of the learning outcomes. So our learning specialist, she really does look at that level when she’s developing these modules. She thinks okay, what are the intended learning outcomes?

So there’s like a training docket for each one of the courses we build. And the key thing that’s in mind there is what are the key learning outcomes we’re looking to drive. And then we back into that, right? We make sure we’ve got the coverage on the resources. We make sure we’ve got the situational knowledge and the subject matter experts feeding that in.

We try to drive things like interactivity and drive curiosity too. We just try to make it fun, and engaging, but we’re very purposeful and we don’t we don’t put it. A fun exercise in there just for the sake of it. We make sure that it’s driving towards a learning outcome. 

SS: Now, in addition to enabling your internal teams, I believe Turnitin also leverages Highspot to enable your customers through programs like customer onboarding. How is your company helping to ensure customers have a great onboarding experience and how is Highspot helping with this? 

AD: In terms of our customers who we sell to or we’re onboarding, when I started enablement, the enablement team was actually within the customer experience part of the organization.

I reported to the chief customer officer but we moved into sales under the revenue, the chief revenue officer as when that new member of the exec team was hired. But we’ve still got quite strong connections with the CE org and we have fantastic members of that team in terms of who do the onboarding. What we find the onboarding team utilizes Highspot for, I know a number of the consultants use it to actually provide the glue to the onboarding experience and now they’re using the Digital Sales Rooms to put materials in there and send that to customers and have them go through the onboarding experience, and they can update the resources at the right point in time.

Things like the help guides and such things, different resources, links to our help center, and presentations that they’ve delivered on the virtual sessions or in-person sessions if they’re doing in-person onboarding. So, a lot of the use we see with the onboarding team is more around that level.

SS: I love that Turnitin is really on the cutting edge here because you guys are creating a consistent experience for your customers by really leveraging Highspot from the moment they’re a prospective customer all the way through their customer experience with you. Do you have any wins from that team that you can share?

AD: I think what they’re saying, what they’ve said to me is when they said, “Look, we need this.” It was like, we get really good feedback on that. And it’s like a valuable resource. It was something they were unwilling to give up, it was providing real identifiable value. I think as we scale and as we deploy new products as well into the market, there has to be scalable ways of onboarding.

And I know we’ve been leaning in really heavily on digital onboarding. So this provides another way to, to provide not just the training, but the resources that then help nurture and bring customers to a high level of initial deployment and success. What I’m keen to understand is how that’s going and looking into how can we even support that team more, and provide them with the connectivity back into Highspot.

Now I know this is a really hot topic at the moment, cause I see on the community side, there’s lots of discussion around it, right? People are curious around, I wonder if this is something we can do. And I’ve covered a bit in a couple of those chats, but I think it is a really important area as we think about Digital Sales Rooms.

Not just Digital Sales Rooms, but digital engagement spaces where actually post-sale, you can keep nurturing that customer. If we want to use the kind of HubSpot terminology to delight. We want to delight the customer, we want to bring them in and some of that experience they’ve had throughout the sales process, they can then continue to have into implementation.

SS: Shifting back to impact, you have defined success metrics for each of your key initiatives. What are the core business metrics you focus on impacting through enablement? 

AD: Yeah, so it’s probably not really too dissimilar to most people, right? We have time to revenue, like what the average sales cycle looks like from net new, or to an upsell or a cross-sell initiative.

The sort of that where that falls into sales cycle length, of course, what’s the content usage and performance looking like of the material we are putting in Highspot, is it getting utilized? We’re starting to really lean into that in a governance project that we’re working on.

It’s a core docketed project in our PMO office, our project management office. And we’re looking at really figuring out where’s the content performing, where’s it not. Things like the closing ratio, things like sales process consistency too, that’s an issue in every sales organization. But then, and that kind of goes down with DRINTS and we’ve got training we’re developing and deploying on that, so we want to see that improve because we’re driving initiatives in Highspot using training programs in there to try and improve forecastability and things like that. So obviously you’ve got win-loss rate, I don’t think that’s a huge issue for us, what is more of an issue to us is it probably wasn’t an opportunity in the first place. The process wasn’t adhered to that cleverly and we’ve got to get more robust around that. So all the kind of call metrics you would expect, size of the deal, velocity through the stages, those types of things.

So we have a lot of those already mapped out into our Tableau dashboard and we are tracking those. And what we did very roughly last year is when we deployed that dashboard, we looked at about an eight-month period, and we looked at just a simple metric of who has been through the training programs and completed them versus who hasn’t across a number of different product trainings and sales capability trainings, and how are those metrics aligning?

And every single one of the KPIs was positively trending for the people who were completing the learning programs versus those who weren’t. Which is probably not surprising, but it was good to actually prove out and see in the data. 

SS: Fantastic. Last question for you, Anthony. A big aspect of your enablement strategy is also that it serves as a roadmap for your future vision, which for Turnitin includes leveraging innovation like AI. How are you beginning to leverage AI in your strategy? And how do you plan to continue to evolve that? 

AD: Yeah, so this is a great question. So we’re currently just piloting and trying out the Meeting Intelligence tool at Highspot. So one of the reasons we wanted to do that, there’s a couple of reasons really.

One, it’s to understand and try and figure out the behaviors, and are the capabilities getting put into practice and how consistent is that happening. But the other thing is around really trying to drive those coaching opportunities as well. But what we found is we had Gong actually in place a number of years ago, and we had about four and a half thousand recordings in that platform, sales meetings, four and a half thousand sales meetings. But when we looked at making a decision on whether we were going to continue with that tool or not, what we’ll find is nobody was reviewing them.

Nobody was actually doing anything about them. There was no top-down push for people to do it, but also there was no bottom-up real kind of drive or even asks from teams to get that commentary and get that coaching and that reinforcement. So in terms of coaching, it’s a really big challenge. And when Highspot was looking at developing this tool, actually spoke with some of your product managers and tried to input into some of the early thinking around how you would implement a tool like this in Highspot.

And this is one of the things I rose in that conversation and I raised in that conversation and what I was delighted to see is the introduction of an AI in terms of setting a rubric around what you expect in these types. So take a discovery meeting, for example, and be able to set a rubric around what a good discovery meeting looks like.

What are the capabilities you expect? What are the outcomes you expect to see from that discovery meeting? How do you expect the rep to manage the meeting and be able to capture that? And then if you ingest that meeting at the Meeting Intelligence, I have an algorithm that can understand that and score that.

So I was delighted to see that as part of the product when you initially launched it, and we’re really keen to test that out because we have this concept as one of our initiatives around quality assurance and being able to drop in on a quarterly basis lessons in Highspot on a pathway.

Where sellers are asked to go and identify their top discovery meeting or identify a sample of discovery meetings. And we want those to be run through the algorithm, run through that rubric. And then we want managers to be able to get some quick feedback immediately and be able to try it again if they want and put another discovery meeting in there.

Maybe, two weeks later, have another discovery meeting, try it out, and then get more feedback. But, then on a kind of summative basis, maybe once every quarter, once, twice a year maybe, be able to drop that in and across all of our capabilities. The key meetings for discovery and for vision, establishing a buy-in vision.

We generally have other meetings to present and demo so how are the reps demoing? We want that to go through the system and be stored. And then we want managers hopefully to go in there, review the AI feedback, give their own feedback, give a grade, give a result. And build that as a quality assurance piece to the practice.

So that’s how we’re hoping to leverage some of that technology, but we haven’t really got there yet. We’ve got the model in place, and we want to try it out and see where it gets to because what we know is it’s very difficult to engage managers in that coaching dialogue, but we feel if we can give them a bit of a crutch or a bit of a lead in with some suggestions and this is where to look, we think we can get there much easier.

SS: Thank you, Anthony. I greatly appreciate your time and your insights. 

AD: No problem. Happy to share. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

SS: I am excited to have you here today and you obviously have extensive experience as a leader in go-to-market strategy and operations. Based on that experience, can you tell us about some of the challenges facing go-to-market teams today? 

TJ: Yeah, I think one of the biggest challenges that we face from a go-to-market team perspective is how we think about growth in this new economy. Pre-COVID it was a pretty standard path that we were growing quarter over quarter, year over year. COVID had a ton of disruptions to that process. There were some big ups for some companies and some big downs for others. Really in the tech SaaS space, there was a lot of ups. And so right now, from a go-to-market perspective, we’re all just struggling to figure out, like, how do you repeat that year-over-year growth and get back to that same equilibrium.

SS: Absolutely. And tell us about the role of revenue operations in this current landscape. How can RevOps teams help organizations really overcome some of these new challenges that we’re seeing, particularly in the growth sector?

TJ: Yeah, it’s a great question. I think a lot of times the revenue operations part of the organization gets swept under the rug when it comes to thinking about the solutions for this, but, in my experience, we’re front and center, and we play a role in how we think about the teams being organized and how they’re incentivized and building out those structures so that we can get back to that growth level, as well as with the tech stack that’s necessary, and the sales process that goes along with that to amp up the productivity of the sales team so we can get well-oiled machines with the right people in seat in the right roles to achieve those results.

SS: I love that. And I think, as you stated, a key focus for a lot of operations leaders is really driving sales productivity. What are some of the key ways that RevOps can help businesses really optimize sales productivity? 

TJ: Yeah, the one that always comes to mind is systems. But there are a number of things for me that really help optimize productivity. There’s the territory design that you end up deploying in your organization. There’s the sales process that you ask each of your individual sellers within your organization to go through. And then there’s the tech staff that they actually operate in for that sales process. Aligning all three of those things that you have, when you say productivity, you’re not just talking about squeezing as many dollars out of an individual person as humanly possible and treating people more like machines every day, but really like how do you optimize their experience as sellers so that you’re asking them to do what’s most beneficial for not only themselves, but the company with the right tools at the right time, like really optimizing their experience? I find it to be really, really important. 

SS: Absolutely. And, obviously one of our core audiences is enablement and sales productivity is absolutely top of mind for many enablement leaders as well. In your opinion, how can revenue operations and enablement partner together to improve sales productivity?

TJ: I think it all really starts with the sales process, thinking through what you actually want your sales team to do on a day-to-day basis, like the way that you want them to interact with customers, with other people internally, and with your tools in Sprint Center, and that’s something that the operations and enablement teams need to partner on in order for that to be something that you roll out and the sales team adopts, because you need it to not only work from a theoretical perspective, but you need the backend architecture of those systems to work together to deliver that experience for them to operate in.

I have the benefit in my current role of Managing both an enablement team and operations team. And it’s been amazing this quarter as we put together our key projects for the year to see how those are intertwined from a process go-to-market systems perspective and the sales process that we want to layer on top of that and how those project plans really are on top of each other.

It’s not, A waterfall effect where someone’s working on this and the next team takes it over. They very much are partnered hand in hand to deliver an optimized solution for the sales team. 

SS: And you talked a lot about the process component but there’s also a lot of kind of joint shared ownership around the tech stack. I think that’s a really critical area of partnership between enablement and revenue operations. They, I, At least in my experience, are often trying to make sure that they’re building and optimizing that for their go-to-market teams. What are some of the key components from your perspective of an effective tech stack in today’s sales landscape?

TJ: Oh, it’s a difficult question. I feel like the landscape is ever-changing right now. There’s so much consolidation going on that there’s a constant evaluation, at least in my team, from my perspective of: are we using the right tools for the right purposes? I think when we talk about evaluating the tech stack, it’s not all a consolidation game.

I don’t think the end goal is to get to one or two systems that limit the number of clicks or logins they have, but essentially using the best of every product in a way that makes sense from a systems architecture perspective. And I keep saying architecture because I think it’s such an important part of when you have a successful sales system running. So, how are you clicking through to some of your tools? Are you doing it out of a home base or are you asking people to go back into a single sign-on tool and navigate between different tabs at different points in the day? I think you get the enablement aspect, which is here are the best of these tools.

Here’s how I want you to send emails, or to record calls, or to follow up on, and send out material to your end customers. But without the operations team, those can become very siloed events. And you need that operations team in the background, thinking about how they tie all of that information and data together so that the sales team is experiencing a much more optimized way that they’re working with the tools

SS: Absolutely. And this might lead to. Lead into the next question a little bit, but I’d love to understand, what are some of your best practices for evaluating solutions to identify the right ones that also support your overarching go-to-market strategy? 

TJ: Yeah, in a perfect world, I would love to do an RFP on everything that we want to do and take a broad swath look at what’s really out there in the market.

It’s rarely what happens. Sometimes we try to pull back and do a little bit of that, but from a best practice perspective, whenever we’re presented with a need for something, I ask two questions. The first one is, do I have an existing tool that solves this and at what level does it solve it? And does that solution meet my sellers where they’re at and what they’re trying to do?

And the second question is so important. It’s very easy to answer the first one. Again, there’s a lot of consolidation going on in the tech stack world for sales, and so you probably have a tool that does whatever your team is asking to go look at right now. But is it meeting the sellers where they’re at?

Is it in the space that they want to do that activity at? Does it fit into that sales process flow appropriately? And I think that key part of the evaluation really helps to build an optimal text stack for everyone to use. And so it might be that they need to do that while they’re sitting inside of their CRM.

And so because that’s where they’re always doing it, it makes sense to have something that either is embedded there or is a tool that the CRM already offers, but perhaps it doesn’t matter. They’re doing it on their phone or one-off or in Slack or Teams. And meeting them where they’re at, I think, is the, is a really important aspect of making sure that you have a toolset that your team is actually using.

SS: Oh, absolutely. And how does an enablement platform like Highspot strategically fit into your sales tech stack? 

TJ: For us, it’s a central point of information, right? We’re using it to collect information, distribute information, both internally as well as externally, as well as using the learning module to test that information.

So it’s very much an information hub for us. We use it to again, leak out to other tools that we have or bring things from those tools in as that central point. But we need that, repository is the wrong word because it’s so much more than that, but we need that centralized point.

For a long time, CRM was supposed to be that centralized point. And that was where the industry was really going from a tech perspective. But it’s just not where our salespeople are. The CRM is an afterthought of filling in information. So more and more we’re finding. That pane of glass that’s more like Highspot where the information itself is where our salespeople want to be.

And that’s where we see it as part of our tech stack today. 

SS: I love that. How do you measure the impact of your technology investments on your strategic business initiatives? 

TJ: The measurement one is always so tricky for me. I don’t have a great answer for that because it’s not as simple when I buy tech stack pieces, there’s always an ROI calculator everyone has and they look at, and they show me all the metrics of the time saved by my sales team and or like I’ll remove this tool and so on overall cheaper costs and all of those are true and they’re a good way to measure.

That’s the ROI that we’re getting and it’s great for talking with my procurement team on. But the reality of the measurement is how much is my team in it. How much are they actually using it? How many logins are they doing? How many edits are they making in the tool? Are they doing it because I’m forcing them into it?

Because I put a mandatory course in? Or are they doing it because it’s where they want to be? And again, a great example is more and more for our culture at HackerOne, Slack is where everyone wants to be. And so I know that if I put things in that medium, that I’ll have a higher use of it. And that’s what I mean when evaluating, like, where people are at.

I’m only going to get the ROI on that tool that I’m buying if someone’s using it. And I know that they’re using it if it’s integrated in Slack because that’s where they’re at every day. And so that usage is really what’s the most important metric for me when thinking about, am I buying, or are you? Do I have usable tools on the system?

SS: Absolutely. And that’s definitely a common thread that we’ve heard when we talk to other operations leaders, for sure. Last question for you, Tiffany, how do you think technology innovations like AI will continue to impact the sales landscape? And do you have any advice for other leaders on how to keep pace with these innovations?

TJ: AI might be the death of me and my role sooner rather than later. It’s interesting. Everyone has a copilot, everyone is using AI, there are some that are quick in front of it, and some are better than others, but it’s just the reality of every tool that we’re using, and 90 percent of the emails that I get on tech stack related things are around how this AI is going to make my team so much smarter, they’re going to spend less time doing research, they’re going to have these really personable emails that are sent out.

The reality is if everyone’s using the same AI tools for the same things, they’re not like envelope emails are going to start to look the same. And it might work for a little bit, but it’s not going to be, it’s not gonna be the long-term benefit we see of AI. And so when I think about AI and how it’s popping up in all of our tool sets, what I’m really focused on is what each tool’s AI does for my sales team and through, again, similar to Tech Stack, like how do I want them using it?

At what point in the sales process is that the. The well-thought-through AI has the best advice or information to help support them. And being really intentional about which AIs they’re using at what point in time. And still pushing them to have that personable impact on what they’re doing.

If it’s sending an email let it write some of that for you. But then don’t absolve them of doing the work of the research and double checking. Because I think that’s where it’s going to start to fail a lot of companies and a lot of leaders where they rely too heavily on it. Insult. I think in the next two years, people are going to have an operations team, like a full-time Co-pilot management role, or analyst role, just to make sure you’re curating those Co-pilots to not conflict with each other and to have the right answers.

I think advice for other leaders outside of maybe getting in front of a role like that open is to be thoughtful about why is your team using that AI component. What value is it giving them at that point in time? And do you have another AI somewhere else that you have to think about?

Is it going to give conflicting information or could someone use them differently? Or two different roles use them and end up in a spot where you’re now, at odds with each other within your own organization. So I do think you have to start to look at those AIs as almost their own tech stack within the tech stack and be really thoughtful about your approach.

SS: Very interesting and amazing advice for our audience. Tiffany, thank you so much for joining us today. I really appreciated it.

TJ: Yeah, this was great. Thank you so much.

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is Eric Andrews, the vice president of growth marketing at TriNet. Thank you for joining Eric, I’d love for you to tell us all about yourself, your background, and your role. 

Eric Andrews: Thanks for having me, it’s nice to be here. I’ve been working in marketing for about 30 years, mostly on the client side. I’ve been at Trinet now for about two and a half years and I lead growth marketing, which, for us, includes digital marketing, demand generation, marketing enablement, and customer marketing.

I’m a firm believer in the strong connection between demand and growth enablement because, we spend a lot of money trying to generate demand, and I think we’re sub-optimizing those investments if we’re not providing the content and tools to sales to help them progress and close the leads that we’re generating for them.

SS: Fantastic. We are excited to have you here with us, Eric. Again, thank you so much for joining, and you have a unique role because you oversee both customer marketing and enablement. So from your perspective, what is the value of uniting these into one department and one strategy? 

EA: It’s also a really interesting fit, and they go together well for a couple of reasons. First, we work with customers to support new sales through the creation of case studies, customer videos, referrals, as well as references. Being able to work with the customers to sign them up to be referrals or to make referrals or be references is really important.

And then second, I think enablement can support the upsell work that we do with CRMs to ensure that they have the right messaging and tools to support that motion. 

SS: Amazing, and as you mentioned, as a marketing and enablement leader, one of your key focuses is aligning with the buyer journey to improve engagement. Why is this a key focus for your team in the current landscape? 

EA: We all know that buyers are increasingly delaying engaging with sellers until they’re deeper into the buying process. That means more of the buying process, or the journey is covered by marketing. Our goal is to try to meet prospects where they are and then provide the content and tools and experiences they need to keep them moving down the buying path.

And that doesn’t stop, once they meet with sales, right? We want to continue to provide relevant information to prospects either directly or through the salesperson right through that entire process. 

SS: It is absolutely critical. And this desire to drive better engagement is one of the key factors that led you to implement Highspot. How can an enablement platform help you streamline the buyer’s journey? 

EA: It happens in a couple of ways. First, Highspot has helped us organize and curate our enablement so that sales reps can find the content they need. And they can share it quickly, right? It’s all about trying to take time out of the buying process and make it as simple as possible for our prospects.

So for us, we built a very consistent portfolio of content across our verticals and our personas, and that means that reps increasingly know exactly where to go to get the information they need and can respond to buyer questions and buyer requests really quickly. And then second Digital Sales Rooms, using Digital Sales Rooms to share all that content means that the buying team has just one place to go for everything they need.

And if you’ve ever been involved in procuring some sort of a solution, it’s really helpful when all of that content is in one place as opposed to having to open up, dozens of emails and click through links to see, to find that one asset that you were looking for. So we think the digital sales room is another way that we’re just streamlining the process and making it easier for our prospects to, come to a decision.

SS: Now, to better align with the buyer’s journey, you actually reimagined your content strategy. It recently drove an improvement in content governance. Can you tell us more about your content strategy and its impact on the buyer’s journey? 

EA: Our content strategy is built on a couple of premises. First is quality over quantity, right? Marketers, we tend to measure success by the pound, right? I must be doing a good job. Look at all the assets I created. We developed a bill of materials that includes only about a dozen assets. And that would be for each of our go-to-market motions, right?

But it’s a dozen assets. They’re mapped to the buyer’s and seller’s journey. Our goal is not It’s not to grow those assets, but rather to make sure that bond is of the highest possible quality, that it’s up to date, and that it’s 100 percent complete for every product, every vertical, and every persona.

The second premise is around consistency. Within our bills and materials, we ensure consistency of messaging, value propositions, and voice. That sounds obvious, but when you have different people and different teams creating content, it’s not a given that the messaging is going to be consistent across All of the assets that you’re providing to sales.

And we also strive for consistency across those bills of materials. So for example, every bill of material has a battle card. All our battle cards are structured in the exact same way. So if you want to know how to handle objections, it’s always on page two of the battle card. In fact, it’s always the lower right-hand corner.

I think that consistency plays an important part in both helping sellers on board faster, but also giving them the confidence that they can find the answer to a question that a prospect is asking. They can find it quickly. It’s not, “I think I can find that.” They know exactly where to go to get the answer because it’s so consistent.

And then the last thing is we try to be more data-driven than anecdotally driven. I think if you work in enablement, everybody’s, gotten the call from the seller in Columbus who says all the sellers need this one asset. I’m telling you, everybody needs it.

And you’re like, okay, great. You build it. And then you find out the only person who used it is the guy in Columbus. So, if an asset in our bomb isn’t working, we will swap it out. Our goal is to make sure with a limited set of assets, each one is successful, but we really do try to measure success based on utilization, not based on any sort of anecdotal information.

SS: You’ve mentioned that digital rooms have been a game changer for your reps, and you’ve been able to drive an increase in buyer engagement using digital rooms. What are some of your best practices for leveraging these digital rooms? 

EA: I think probably two, three, three things, we want every opportunity that is engaged with sales to have a Digital Sales Room.

It should be at the deal level and everyone involved in that deal should be invited to that room. Second, all assets that are shared should be available in that room. And by the way, that can include conversations, if you’re using Gong or other conversation recording tools for the prospect, we want that digital sales room to be the place to go for all of the content associated with that deal.

And then finally, once the deal is won ownership of that deal room should be moved to the onboarding team, and that way, they can minimize the amount of repeat discovery they have to do with the client. It’s really making sure that the deal room stays right through the life of the client.

SS: We’ve talked a lot about buyer engagement, and I know some of the other key business metrics you focus on are improving win rate and time to close. What are some of the key ways you measure your impact on those metrics, and how do you leverage Highspot to help? 

EA: We absolutely, Look at revenue or, ACV we go annual contract value is an important measure from a marketing standpoint, but with respect to enablement in the high spot we’re looking at win rate.

We’re also looking at time to close and trying to speed up we strongly believe that having really high-quality, consistent content tools that are easily accessible by reps and easily shared with prospects is going to have an impact on both win rates and time to close. Measuring that is challenging, right?

We look at a number of things. We look at the Make sure the number of reps that are on Highspot and how frequently they’re visiting. The content utilization, both internally and externally. The number of deals Digital Sales Rooms connected. And we look at all of that against win rates and time to close.

And I think going forward, there’s a real opportunity here to start to correlate specific assets at specific points in the buyer journey and how they impact outcomes, and that’s a big data, AI, machine learning kind of exercise that I think, successful companies are increasingly investing in and are going to, it’s going to make a big difference.

SS: Amazing traction on that front. What are some of the key results you’ve been able to achieve since implementing Highspot? And do you have any recent wins you can share? 

EA: Sure. I can’t get into numbers, but the one thing I will share is that I think Highspot is really helping to speed up the onboarding process for our sellers and getting them to full productivity more quickly.

And again, I think it goes back to what we’ve already talked about. A single place to go for high-quality curated content that’s organized in a way that’s easy to find, that’s consistent, so that you know where to go to get answers. And I think we’re seeing that’s really helping our reps get up to speed quickly. 

SS: Very cool, Eric. Thank you. Last question for you, as you continue to evolve your strategy, how are you planning to leverage innovation in AI to grow the impact of your efforts? 

EA: Yeah I’m super excited about some of the AI that Highspot is building into the platform. Two areas that I’m really excited about are The real-time coaching I think that’s going to be absolutely incredibly helpful in helping our sellers just in the moment, be able to. Course correct, if you will, or optimize the time that they’re spending with a prospect. The second is, I talked about it a little bit earlier, which is this notion of understanding the next best action based on, looking across all the opportunities and all the content, being able to surface, in real-time for a rep, share this asset now, I think also, and again, it, it’s all about trying to serve the prospect better to help them along their buying journey. And anything we can do to serve them better, I think is going to help in the end. 

SS: Eric, thank you so much. I really greatly appreciate your time. 

EA: Good. Thank you. 

SS: To our audience. Thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Looking for more best practices to shape your enablement strategy? Take the State of Sales Enablement 2024 survey, and get data-driven insights on innovating your enablement efforts to drive consistent sales performance this year.

Sofia Arroyo: Thanks so much for having me, Shawnna, I’m excited to be here. My name is Sofia Arroyo and I have been in enablement for over six years. I started as a sales rep as an account executive and transitioned into enablement, and have never looked back. So I’m based in the San Francisco Bay area and very excited to talk today.

SS: We’re excited to have you here. I know you recently joined the Clari team, and as you mentioned in your introduction, you bring a lot of frontline sales experience with you. How does your experience as a frontline seller guide your approach to enablement?

SA: Yeah, for me the biggest thing is understanding and emphasizing the “what’s in it for me” and “why does this matter?”

So often enablement, in a good way, is very sought after. People want to learn, people want to teach others, and get in front of sales teams overall. But, really answering the question: what’s in it for me as a seller? Why does this matter? How is it going to help me sell more, and have better conversations with customers?

That has helped me in my own experience deliver great enablement overall. A second part of this is giving focused learning. So, delivering focused learning and reducing the noise that often hits sales teams. I remember as a seller myself, feeling overwhelmed because we had so many meetings all the time.

There were tons of people coming to talk to us and thinking, “Man, what would I have wanted or what do I wish I had when I was a seller?”, and taking that focus and applying it to enablement overall. So really emphasizing, again, what’s in it for me and what do we want sellers to be able to do has helped me deliver impactful enablement programs at the companies I’ve worked for.

SS: Absolutely, it sounds like you really know what it’s like to walk in their shoes, and I expect that is especially helpful on this front. Now, I noticed something on your LinkedIn profile, and it mentions that you aim to promote a learning culture. I would love to understand, how do you foster a culture of learning amongst reps, especially with your background as a seller?

SA: I would say two ways. The first is, again, making things very relevant. When I think back to being a seller, as I mentioned, I was eager to learn and I wanted to talk to other people who were seeing success, and at the top of the leaderboards. And so I knew at that time, but I really wanted to think about, okay, what do I want to see as a learner?

And who do I want to talk to? So, a lot of that is how we make enablement and training relevant to learners and sellers to really make sure they see why it’s impactful. And then that creates that learning culture overall. So really, “Hey, I’m hungry to learn because I know it will directly impact my book of business, and it’s going to directly impact how I talk to prospects and customers, and I’m going to see success from it overall.”

The second thing is peer-to-peer learning. One of the things we don’t always emphasize in enablement is the importance of actually teaching others when we learn something. It’s that defining moment of, “We’ve actually really effortlessly implemented a new learning or behavior change when we can teach other people something.” So leveraging peer-to-peer learning to create that culture of learning from, not just folks like myself and enablement, but people who want to hear from other folks like themselves, and making sure you can connect others to people who are experiencing exactly what they are on a day-to-day basis is a great way to promote that culture of learning internally. 

SS: I love that you’re driving that. And your team implemented Highspot’s training and coaching capabilities. How does having a unified enablement platform help you deliver more effective learning programs?

SA: I will have to give a shout-out to the strategic enablement framework overall that we’ve talked about at Highspot and we’ve talked about internally here at Clari and at the companies I’ve worked at.

It’s that consistent execution piece. Training and coaching is something we all know is necessary, but it’s about implementing it in the workflow of our reps and in our learners. Having one platform where people can go to not only get the resources, and content they need to be successful, but then have access to coaching opportunities in mere real-time or when they need it makes for that flywheel of the equip, train, and coach to work effectively. It’s the only way that we can make sure that we are capturing the right behaviors and promoting the right outcomes within our organization by having a single pane of glass that we can look at when it comes to implementing enablement programs overall.

SS: Now, you mentioned earlier that you focus on designing outcome-based learning. What are some of your best practices for helping reps put learning into action and how do you leverage Highspot to help? 

SA: First and foremost, it’s meeting reps where they are. I can’t tell you the number of times, and I think part of enablement is also learning from mistakes. No one’s perfect, I’ve tried, and there’s a trial and error piece of what I’ve done and my success as well. But I think one of the biggest things I’ve heard from reps is, “Oh man, I have to keep going to all these different tools or systems to access what I need to be successful. I’m not really sure how it applies to my book of business, or what I’m doing on a daily basis.”

So, the first thing is meeting reps where they are and really making sure that you are designing enablement that again meets them in their workflow but also applies what they need to be doing on a daily basis. So if we do something on prospecting, we’re talking about, “Hey, we’re going to talk about how we prospect.”

It’s not just a 30-minute webinar on how we prospect. Death by PowerPoint is never fun, but it’s actually, “Great. Let’s pull up an account list. Take your account list. We’re going to walk through those personas that we’re targeting and best practices for that.” So, make it action-oriented when we can.

That is the benefit of the remote, virtual learning and training that we can do, is utilizing break rooms in Zoom to make it, again, action-oriented, then hit those outcomes that we’ve identified at the beginning. The other thing here is making sure that we clearly define what outcomes are at the beginning and having that conversation up front, not just with sellers, but also with our cross-functional stakeholders and partners as well.

So whenever someone comes to me and says, we want to train on this, we want to enable the field. It is, “Great. What do we want our sellers to be able to do? And how do we make sure the enablement matches that to make sure that we are hitting those outcomes?” And lastly, it’s about repetition. We have to move away from the one-and-done enablement, but really push ourselves as enablement leaders and as enablement professionals, as well as our cross-functional stakeholders, to say, “Great, you want to train on this now. What do we do in two weeks from now? In a month from now, next quarter, to reinforce that learning?” So I think making sure that we’re constantly tying back to those outcomes.

We’re utilizing things like Highspot to look at what assets are being leveraged. We’re taking analytics into account to really measure the success of our programs, not just in one moment, but also over a longer period of time as well. 

SS: That is fantastic. And you’ve been so thoughtful in the way that you’ve designed this that I imagine you want to make sure that your reps are taking full advantage of these and really adopting the training.

What are your best practices for driving adoption of your learning programs amongst your reps? 

SA: I feel like a little bit of a broken record, but I will say making it relevant. I think that paired with peer-to-peer learning, as I mentioned before, it’s been really helpful for us. Really making sure that we have voices from the field.

I think one of the key learnings I had early on in my enablement career was just taking enablement and working on it in a silo and delivering it without getting input from the field, from sellers, and from leadership. One of the ways that we’ve seen the most success from driving adoption is not just taking a top-down approach from having directors or our CRO talk about the importance of enablement, but actually having peers and other sellers talk about, “Hey, this was really impactful for me. I was able to close this deal because of X, Y, Z.”

So I think one thing is again, making it relevant, utilizing voices from the field, not being afraid to get other people involved in that way, to make sure that we can really have the biggest impact possible. The other thing I think is really supporting managers. And I think that’s something that Highspot allows us to do differently, is making sure that we are training the trainer in some cases, but also just giving them the tools and insight they need and make that readily accessible to them so that they can then drive adoption within their own teams.

So, I think it’s a combination of making it relevant, but also setting our managers, our frontline managers up for success to be able to support their teams on a more individual basis as well. 

SS: I love those best practices and it’s clearly paying off. You guys have had tremendous progress on this front.

I think Clari is at an 81% active learner rate with an 11% increase in just the last couple of months, so absolutely amazing, and a testament to the work you and the team are doing there. On that particular topic, I’d love to understand how do you measure your progress and use metrics to really optimize your results in your programs?

SA: Yeah. So first and foremost, it’s really centered around rep productivity and that starts with: can reps find what they need? And when they do find content or assets, are they leveraging them in ways that drive pipeline? The other way that we measure progress is by looking at true metrics, top-of-funnel metrics, so pipeline generation, looking at deal velocity, really connecting back to those, the key metrics that are fundamental and really crucial to healthy sales teams overall.

And I think being able to connect enablement back to those true sales metrics is a key part of how we measure progress. It’s not just about are people learning? Are they actually attending learnings, but are we actually seeing pipeline being impacted?

Are we driving more pipeline? Are we talking to the right people, really making sure that we are leveraging metrics and KPIs, as well as just looking at the data at every single turn to make sure that we are seeing true impact from the programs that we are delivering overall?

SS: How does high adoption of your enablement programs help you drive the business outcomes that you aim to achieve? And do you have any wins you can share?

SA: Yeah, the biggest win so far that was really exciting was following our sales kickoff. So we launched a new solution, sales motion at our kickoff this year and following RKO, we made sure to actually create post work within Highspot. So we created a learning path and leveraging some of the things I mentioned earlier, getting frontline managers involved, making it relevant, bringing in those voices from the field.

We really saw high adoption and almost excitement to finish those courses, because it was very impactful for our reps and actually drove better conversations with the people they were trying to sell to. So that was a big one for us. And what we’ve been able to see is from our call intelligence platform, from the Highspot analytics within the learning path as well.

And just, anecdotal feedback as well is that we are actually seeing deals move through the pipeline faster. We’re seeing more impactful discovery being made with our prospects and customers. And we’re actually seeing increased deal size as well. So one of the big parts of our solution sales motion was, how do we really provide and talk about value versus just focusing on product features and functions to sell the full platform of Clari, and we’re actually seeing our reps being able to have more of those conversations, which is very exciting.

When you have high adoption, when you create that culture of learning, you actually see that impact the business directly. And it’s a really exciting time for us overall. And we’re excited to see what happens for the rest of the year. 

SS: Amazing. And very tangible, concrete business results there, so fantastic work. Last question for you, as you look to the future at Clari, how do you plan to leverage innovation like AI capabilities to continue to optimize your learning programs?

SA: AI is the hot topic these days for sure and we’re knee-deep in it as well here at Clari. I think for me, what’s really exciting and what I start to think about is imagining a world where we could deliver hyper-personalized and effective training in the workflow of our sellers, leveraging AI, and being able to align training with an individual’s past performance. What if we could leverage AI, and I’m imagining a world pretty soon, I feel like, where we could take what we’ve learned, individuals past performances, look at what their strengths are, look at what their growth areas are, and then create a hyper-personalized enablement program for them.

I think that’s the tough part and the answer that we’re all looking for now is how do we create enablement programs that are personalized at scale, right? We can’t do one-to-one coaching all the time, that’s where leveraging frontline managers is so important. I think AI is going to give us the opportunity to analyze the data based on where are reps struggling.

Are there certain points within a deal where, whether it’s stage three or stage four, or at the close, where they need extra help? And when we see those triggers, can we then push them content they can then review and learn again in their workflow? I think those are the things where while AI is again, such a hot topic right now, it’s really exciting to think about ways in which we can really impact, not just people’s lives, but also their ability to be successful in role, and to have that overall. So we’re excited to see that. I know Highspot’s doing a lot on the AI front too, in terms of coaching. I think coaching is what everyone is asking for. That’s the number one request from our reps right now is, “Give me more coaching.”

And I think that it’s really exciting to see, to think about how we can leverage AI to support our team, not just again, in terms of being successful from a seller side, but also impacting retention. Imagine what it would do if you could in real time, have someone coach you on what you could do better and implement that the next day, right?

It’s that real-time impact that I think will not only have an impact on the growth of the business but also keeping sales teams happy, keeping people happy where they want to be at a company and stay there for a long time. You’re very excited to see where AI goes and definitely think about it on a daily basis.

SS: I love that, Sofia. And I have to say, I think you might have a crystal ball, not that I can confirm or deny the Highspot roadmap, but you are definitely onto something there. So thank you again so much for joining us today. I really appreciate your time and your insights. 

SA: Thank you so much for having me. I’m looking forward to building an even stronger partnership with you all. 

SS: To our audience. Thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Looking for more best practices to shape your enablement strategy? Take the State of Sales Enablement 2024 survey, and get data-driven insights on innovating your enablement efforts to drive consistent sales performance this year.

Here to discuss this topic is Bernie Borges, the vice president of global content marketing, Blake Graves, director of sales enablement, and Chris O’Connell, the director of global sales operations from iQor.

Thank you for joining us, Bernie, Blake, and Chris. I would love for each of you to tell me a little bit about yourself, your background, and your role. Bernie, let’s start with you.

Bernie Borges: Sure. Thank you, Shawnna, thanks for having us. I’m Bernie Borges, vice president of global content marketing at iQor and I’ve been in content marketing for the better part of the last 20-plus years in B2B. I had my own agency for a while, and joined iQor about three years ago, really focused on driving the brand awareness for iQor in the marketplace.

It’s a very competitive marketplace and producing content that can really help to amplify the brand as well as provide content that the sales team can leverage in their day-to-day selling efforts. Everything from starting conversations through the whole buyer’s journey all the way down through closing. So that’s my role and a little bit about my background. 

Blake Graves: Yep. Thanks again for having us too. So yes, Blake Graves, director of sales enablement at iQor, been with iQor for almost eight years now. So I’ve got to see a lot of transformation at the company.

Really cool stuff that we’re doing with sales and marketing. My area covers sales readiness, that training aspect, and what new things are we doing from a technology perspective. Just bringing that to the sales team and this is how we should pitch it and This is the information you need to empower you or better inform your selling practices.

And of course, along with that comes the tech stack like Highspot or anything else that we’re using to enable sales from a prospect’s perspective. Highspot is an exciting new tool for us and we’re ready to start closing some deals quickly. 

SS: Wonderful. And Chris, last but not least, tell us a little bit about yourself. 

Chris O’Connell: I am Chris O’Connell. I’m the director of global sales operations. So I’m responsible for our CRM instance and working with our sales team to help them. And I’m really excited about the Highspot opportunity. This helps us get better information about how our content is being consumed, how it’s being deployed, which things are resonating and perhaps how they’re helping us win more business.

SS: Wonderful. Well, thank you three for joining us. Now to start, tell us about some of the challenges that your teams are facing prior to Highspot. What was the impetus for deciding to invest in a unified enablement platform? Bernie, if I could start with you, that’d be great. 

BB: Sure. So, the content marketing role at iQor is only about three years old at the time that we’re recording this. And so over the past three years, we’ve been able to produce a fair amount of content that we put out into the marketplace.

And along the way, we’ve made a strong attempt to have the sales team embrace the content, use the content, and then of course, enable them to help them get into more deals, more conversations, and close more deals. What’s been missing though, is a couple of things that I think the three of us will speak to in this conversation. 

One is an intelligent platform that allows us to organize the content intelligently and make it easily accessible to them, and then also be able to track how the content is being used, who’s using it, and how it’s being used. What’s the contribution to pipeline and what’s the contribution to deals won as well as deals lost, that’ll help us not only measure the impact of the content, but also feed us information that we can use to drive our strategy going forward.

So we know what content to produce more of. As well as what content we should either stop or scale back producing based on the data and how it’s used.

BG: I’m going to add to that if that’s okay. The biggest challenge for me was, and this is no offense to Microsoft at all, but we have been a very SharePoint-focused type of company for, organizing content and building, what you guys call Smart Pages. So we’re we’re attempting to do that kind of effort within something that’s a little bit more static environment. And that was very challenging because one, there’s a heavy lift on my team from the design to thoughtfully trying to lay out pages. It’s like building websites, basically is how I would compare that to. And over time, content’s going to get stale. We’re not, it might not be being refreshed enough. It’s not easy to find. That’s another big piece of that is, it’s not easy or intuitive. And that was a big challenge for us.

And Highspot is changing that entire landscape for us, because it’s a little bit more intuitive and the intelligence built in. 

SS: And Chris, let’s hear from you on this front. 

CO: Yeah. So, I think for me I really like the notion of providing content to the salespeople – the right kind of content – at the right time where they’re not having to hunt around and find it.

And, with the integration with the CRM, Like Salesforce, depending on which stage the deal is in we’re able to surface content that would be helpful for them to deploy, and know when it’s being used and, again, what kind of results we’re getting from that. But I like the way that your product allows us to pre-package a play or a type of content delivery that we’re going to share with a prospective leader, or client.

And so we’re really excited for, as we roll this out, how we’re going to see these wins and be able to track them and tie them back to the actual opportunities they’re working on. 

SS: Thank you for giving us a little bit of that grounding context. Now, as leaders in your organization, we’d love to hear your perspective on the value of an enablement platform for your areas of expertise. Bernie, if we could start with you. What does the impact of a unified enablement platform have on your role as a marketing leader?

BB: Shawnna, I really look at it holistically. I don’t look at it just from the lens of my focus in content marketing.

I look at it holistically, and what I mean by that is now I view our tech stack to be comprised three pillars, right? A three-legged stool: you’ve got CRM. Of course, you have to have CRM. We’ve got marketing automation, and now we have a sales enablement platform or revenue enabling platform, depending on what vernacular you prefer.

But I think that rounds out our tech stack. Because now we have the ability, as we’ve been discussing here, to organize the content in an intelligent way using intelligence built into the platform, as well as – we haven’t gotten to yet, and I’m sure Blake will get to this – the ability to empower salespeople to utilize that content in ways that I’ll let Blake comment on that because that’s a very exciting element.

But the point I’m driving at is that we’ve rounded out our tech stack, right? CRM, marketing automation, and now a sales enablement platform. Now we’ve got everything we need to deploy and measure the impact of content.

BG: Exactly. And it’s obviously my cue to piggyback off of that because it’s a really good point. I think that the Digital Sales Room is also going to be a big piece of this for the sales team. And I mean that because it gives the sales team an opportunity to tailor and personalize the experience for their end user, the prospect. That is something that we’ve been missing for a while, too. We personalize our messaging and emails and LinkedIn outreach is whatever that sequence looks like. But, when it comes to building an environment where I can take my prospect and say, these are the things I feel are relevant to you, whether it’s your industry, your role the challenges that you’re having, and it looks like your environment, this is your logo.

And I think that’s a really sweet touch. But, the sales team also, the three of us continue to talk about this when we’re meeting internally. And I say this out of a lot of respect, the sales team everywhere in every industry, any company are very special people. They’re wired very differently than the rest of us and we like that, we embrace that, because that’s what makes them, so successful and in selling, and we have to cater to that. We have to curate our tech stack and how we roll these things out very carefully because once the salesperson says this doesn’t work for me, you’ve almost lost them, and it’s hard to get them to come back. And with Highspot, because of that intelligence that’s built-in, and because the three of us are thoughtfully curating the internal experience, this is going to be so much more of an easier lift for the sales team to adopt. And from a sales enablement perspective that’s a huge deal.

SS:  Blake, how about you as an enablement leader? How do you envision leveraging Highspot’s unified enablement platform to help bring your enablement strategy to life at iQor? 

BG: I gave a preview of that answer a minute ago, because this going back to the Digital Sales Room, video is certainly a high-value piece of content and our sales team historically, that’s not really been something we leverage as far as like recording themselves to present something and sending it off to a prospect.

But, we’re excited to say that’s something that we’re going to be introducing to the sales team, because we know that it’s going to add that extra layer of personalization, something special. And I think that’s been a gap in the strategy all along is just that hyper-personalization of content to your prospect.

And just that digital sales from experience. Again, you have this nice curated environment thats, “I made this thoughtfully for you because I know what your challenges are.” And I know that these are the pieces that I need for you to read and inform yourself about iQor. So I think that’s a big piece.

Another, part of that strategy is I will always go back to sales, readiness, and that training piece. This will make it a lot easier to build that library of having our SMEs internally, having their videos and what they’re recording on all the updates they’re doing to our tech stacks, to the processes, whatever would make the selling journey a lot easier. I think that’s going to be a really powerful piece too.

SS: Thank you, Blake. And Chris, again, last but not least, as a sales operation leader, how will a unified enablement platform help you drive sales productivity? 

CO: I look at it from a couple of different ways. The first is whenever we hire a new sales rep, they don’t often have some of that tribal knowledge of what’s possible or where things are located.

So organizing it in an easy-to-find place and making it easy to deploy helps us get our new reps up to speed faster. One of the other things that really struck me is I always like to learn about sales by how we’re being sold to, and one of my favorite stories about sourcing this product for us was a story with Bernie.

Bernie had looked at this product before, they had shared a digital sales room with him, he had a renewed interest and went back in to look, and this tripwire sort of functionality that your product has alerted the sales rep to contact Bernie and say, “Hey, what’s up?” And so that’s one of the cool things I was looking for is, boy, I want to trip wire like that for our team.

When somebody renews interest to get back in front of them to know when it’s that time, it’s having that secret weapon out there of how. This thing lets us know when it’s time to re-engage, right? Or somebody is doing research again. I think that’s really a fantastic opportunity for us.

SS: Thank you for sharing each of your unique perspectives. I’d love to understand how you all partnered together to build a business case for the investment in an enablement solution. And do you have any best practices for gaining buy-in? 

BB: Sure. So, there are a few things that came into play in the internal buy-in and decision process. One is the fact that we have been producing a lot of content over the last three years, as I said, but with little ability to really measure the impact on sales. We’ve also, and Blake can elaborate on this, but we’ve also made a bigger investment in sales enablement. And again, Blake can elaborate on that.

And then from the CRM side and sales operations side, I think that investment has been in place for a while. So getting back to these three pillars that I’ve alluded to a few times. It was really just the right timing, and as Chris said we revisited this after looking at it maybe a year prior and it was the right timing, there’s investments that are being made in the sales organization in general, as well as marketing. So, it was just the right time, and we really drove it through the head of marketing, senior vice president of marketing really bought off on the concept. He works very closely with his counterpart, executive vice president of sales.

They’re really, tied at the hip, so to speak. And senior vice president of marketing said, yes, let’s go do the evaluation, and let’s select someone to partner with. And we went through the evaluation process. And elected to partner with Highspot and the EVP of sales at that point, but just signed off on it because he just needed an executive summary and he was in, so it was an elaborate process.

Your team did a great job, but it was that internal buy-in where things really came together from a timing standpoint that really got us there. 

BG: Yes. And I’ll add to that. Of course, the very beginning, it all starts with what our personal challenges are, which I listed out for Bernie and Chris, too. And because we are making, we’re expanding that investment in sales enablement some of the biggest feedback is data. We need more data, like what’s working? What’s not working? That’s a broad use, but specifically, as it relates to Highspot, what content is working? What seems to be grabbing people’s attention? What seems to be the most popular thing that the sales team is using? Stuff like that, and attributing that to an open opportunity in Salesforce, which is huge.

So there was that need to be checked off. And the second thing, of course, is just how can we make this so much easier for the sales team to consume and use what we’re making available to them content-wise. And so these were no-brainers and that’s when the evaluation started and, of course, again as Bernie said, you guys nailed it in that demo period. It always helps when you can select a few people on the sales team, reliable ones who embrace new platforms, who are hungry to test something new. And get their buy-in as well by getting their hands dirty. And that was helpful for us too.

SS: That is some fantastic advice. And I know one of the key reasons you decided to invest in Highspot was to deliver coaching with meeting intelligence capabilities. In your opinion, what is the value of coaching in today’s sales landscape? Blake, I’d love to hear from you.

BG: I think we can all agree, and Bernie had shared a Gartner, crazy little mind map of what the buyer’s journey looks like today specifically in B2B. And B2B has always been a little bit more complex, in my opinion, than B2C. I’ve been in B2B for, at least twelve years now. It’s getting harder to understand when the right time is to strike when a prospect is researching you, or researching the topic that’s related to your industry and your intent signals.

And that’s relevant to your question because when we think about coaching, we have a wonderful team that’s senior. They’ve been selling for many years, so there’s a lot of experience here. But that changing landscape, we have generations coming in now that have decisions in this buying process that see things a whole lot differently, especially when technology is at play and just listening to how they’re selling us, listening to what’s not being said, even I think that’s a key piece right there, is what are they not talking about all these calls?

That might be that linchpin that turning point in that sales journey. And I think that’s going to be a really interesting piece of the puzzle that I’m excited about, trying to solve. 

SS: Thank you, Blake. Chris, what are maybe some of the key results or business metrics you’re aiming to achieve with a dedicated coaching program? And how do you plan to leverage Highspot to help deliver these results? 

CO: Following up on what Blake said, is it’s very difficult for us post COVID now. If you look at the three of us, we’re all working from our home offices today. And so our sellers are now challenged because they don’t typically go in and present to a boardroom full of people anymore. And so, what we’re really looking to gain and some of the things we’re looking to measure is the engagement of the buyers and which ones play their different decision-making roles, but getting them engaged with the content that we’re sharing and seeing if they are showing up and are consuming the content. How long are they watching the videos? How long have they dug into the presentation slides? Are they engaged? Are there any hidden buyer influences that may have shown up in a conference room, but now they’re in the back scenes. Maybe they didn’t attend the Zoom call, but they did consume some of the content, right? So identifying who those other buying influences are I think it’s going to be something I’m really keen to look for and see how those results are going to start showing us more about the selling environment that we’re in today.

SS: In your opinion, what is the value of having one unified solution to equip, train, and coach your teams rather than multiple separate siloed tools, Chris? 

CO: The most important part is just ease of use and single point of consumption. If we have to jump to a learning management system and we have to jump back to the CRM system by using your tool integrated with Salesforce, then they don’t have to jump from those three different places. And so I think there’s a big advantage to try to simplify their selling tool set to accomplish what they need to accomplish and save manual steps, right?

They’re not finding a presentation, putting it into an email, and then sharing it, and then we don’t know if it gets delivered. We don’t know if it gets viewed. And so just bringing that information full circle where the salespeople can utilize and understand it better, right?

SS: Couldn’t agree more. What advice do you have for other teams considering implementing a unified enablement platform like Highspot? Blake, I’d love to hear from you.

BG: It’s a good question. There’s a lot of good advice, but I think if I could think about one thing that I know we did right, and I mentioned this earlier, actually, it’s important that your biggest customer internally, which is going to be for us, our sales team is going to have some buy-in here.

Otherwise, this is not going to work exactly how you would imagine and mapped out. So for us, to understand how they consume content, and taking that user experience approach, user experience has a whole lot of, there’s a lot of schools of thought there and how they navigate a website, how they navigate or select things on a page.

Things like that, and I think that was very helpful in our evaluation phase with Highspot. We selected, like I said, a few people to join us in the demo environment, takes a week, I think maybe even two weeks to interact with the content that you see there, and share it out. We gave them a very basic overview, and the rest of it really was left up to them to figure out, and it’s not how we rolled it out, of course, it’s just, that’s more of, let me see how you engage with this first, because I want to see how intuitive this is from your perspective because that will inform how we train you on it, and how we need to build out the different Spots.

So, that is the biggest advice is to think about your end user. I know we say this all the time in marketing and every company, everybody’s going to say that, but you really need to do it. Don’t just say it, do it, take a few people, take not just the ones who are quick to adopt technology, but take The ones who are also a little slow to adopt as well, because there’s a lot of value there and what they’re going to say because you want everybody to adopt this. So that’s the biggest piece right there. 

SS: Now, as you look to the future, what are the key business initiatives you’re aiming to drive at I Corps this year? And how do you plan to leverage Highspot to help? I’d love to hear from each of you.

BB: Sure. So, again, from my perspective since I’m focused on producing content, I’m really looking forward to enjoying the benefit of having content that can find our salespeople. So in the past, we were dependent on an environment where the content library was very static, as Blake said, so it was challenging for them to find the content.

So now, in the Highspot environment, because of the built-in intelligence, the content’s going to be able to find them. That’s going to inform us how the content is being used. It’s also going to surface for them content that they have not previously used because it was difficult to find. They didn’t even, in some cases, didn’t know what they didn’t know.

They didn’t know what to look for. But now with built-in intelligence, it’s going to be able to surface the content to them in a very structured, organized, practical way, a pragmatic way. So I’m really looking forward to getting more value from all the content that we’ve been investing in and will continue to invest in for both marketing value and sales value.

BG: Agree. And I’m gonna go ahead and piggyback off of him again. I haven’t mentioned this yet, that obviously, the biggest piece for me would also be the data aspect. There’s a need for us to understand just a variety of different perspectives.

One, what’s specifically working and what’s not working from our content strategy. And really who on the team is really spending a lot of time and these platforms because I want to know the ones who are not. And I want to be able to understand what’s going on. Is there a block? Is there something we don’t understand? Is it something that’s uncomfortable? That’s a very important piece. And that’s part of an ongoing strategy for me. And then I think, step one is just, as Bernie was saying, we had a very static environment where all this stuff lived.

Now we’re bringing this into an intelligent, intuitive environment and what I look forward to seeing is how we can now thoughtfully build out content that’s meant for different stages of the funnel. And I think that’s going to be key with Highspot is helping us understand, okay we might need to spend a little bit more time expanding our middle-of-the-funnel type of content.

This seems to be a sweet spot. So that’ll be very interesting.

CO: That’s something that we really thought about when we selected this product. And as I said earlier, with the selling environment we’re not able to get all of the decision makers together. And so measuring how engaged they are and what we’re able to accomplish by sharing content, sharing the right content at the right time, I think is going to be something that’s really going to be key as we take that data and what that data is telling us and servicing, the right things at the right time for the salesperson is one of the things that we’re really hoping to accomplish this year to increase sales win rates and to increase the sell-through or the success rate. And by doing that and even cross-selling, a lot of times we’ll be presenting to somebody specifically at an organization about a certain solution. And we offer a lot of other things as an organization. And so having some cross-selling opportunity with a Digital Sales Room, or making sure that we can surface some other content that they’re interested in, or knowing what to share and when to share it, I think will be a real game changer for our current sales reps.

SS: Bernie, Blake, Chris, thank you all so much for joining us today. I really appreciate your time and your insights.

CO: Thank you 

BG: Thank you. 

SS: to our audience. Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi, and welcome to the Win Win Podcast. I am your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully.

Here to discuss this topic is Chris Herter, the director of sales enablement at Paycor. Thank you for joining us, Chris. I’d love for you to tell us about yourself, your background, and your role. 

Chris Herter: I’m happy to be here, thanks for inviting me. My background is pretty diverse, I didn’t grow up in sales enablement. The majority of my career has been in sales as a seller and a leader of small market up to enterprise, [selling] hardware, software, and managed services. After I was done with a quota-carrying role, I transitioned more into organizational support where I spent some time in leadership development and even in marketing. But for the last six and a half years I’ve been leading the sales enablement and training team here at Paycor. 

SS: We’re excited that you’re here. And now that you are in enablement, why do you think that enablement From your perspective, is a strategic imperative for businesses today, and how does having a unified enablement platform really help you to maximize the impact of your strategy?

CH: I feel – and I think this is probably a popular opinion – but without enablement, there’s no dot connection between the company’s overall strategy and sales execution. You can build a best-in-class training program, which we do, and you can have a robust tech stack, which we do, but even if you provide all of those resources, you need enablement to really provide the application to the execution.

It’s not just setting those things out there on a shelf and expecting the execution to happen. We’ve got to make sure that there is that application piece of the training that ties back to the strategy. And I think one of the things that often gets overlooked that it’s worth talking about here is we have to create a better seller experience.

So we’re competing for talent, just like we’re competing against our competitors for market share. So enable and enablement, if we can help streamline processes. Refine messaging, find ways to reduce drag, and really help sellers see those more wins in revenue, we’re going to see less seller attrition. So improving that seller experience and making their lives easier and more efficient, is very important to us.

And so if we tie that back to the unified platform, we can enable in real-time. And for us, that means more pushing and less pulling. It gives us the opportunity to have more speed to action and we can do it at scale. And one of the things I think about too, is we just want to reduce that seller drag. So we’re becoming too large of an organization now to have personalized training and do a lot of in-person events or one-to-one coaching.

Our platform really makes it easier to communicate and deliver our key sales plays that align to our top initiatives. And it gives us a place to, in a space to house all of those things where the sellers can spend less time looking and finding for the sales plays and the tools and collaterals and spend more time hunting and winning.

And I think some companies just have an intranet where these things are a repository and sellers have to find and look and try to utilize [it]. But with a unified platform, we can go to one place and one source of truth for all of the things that we need to be effective. 

SS: I love that. And I’ve tried the intranet things. They don’t work quite as well, especially for sellers. In the past, what challenges have you faced when trying to build an enablement strategy that engaged your reps? And how did you overcome those challenges? 

CH: There were plenty, how long is the interview? We could spend a lot of time here, but if I had to boil it down to a few, I would say we were relying on a lot of inefficient ways to communicate the strategy.

What are we doing? Why are we doing it? And what are we going to achieve? From there, we didn’t have the best way to build a playbook to make those things happen. We were using emails, PowerPoint decks, “the intranet”, if you will, that company repository that I mentioned, and those things were not efficient and not effective.

So our sellers just didn’t use it. And what you got was a lot of disparity, a lot of rogues, a lot of sellers, trying through trial and error and so to get engagement, we had to do a lot of workshops and human interaction, a lot of face-to-face, and so it just becomes harder to do that when our Salesforce growth.

Is far outpacing our sales enablement growth. We couldn’t do that one to one. And so we had to take that a step further and then through the platform, we weren’t able to measure efficacy or tie our efforts to our results. We had no line of sight to what was working. What content was working, what contents were even being used, and I wouldn’t say we fully overcame those challenges, but we’ve made a ton of progress, and it’s just happening through consistency and staying the course with our strategy and not deviating it.

If we see a dip in usage, or we see a dip in content consumption, we don’t panic. We just know that our strategy is working. We might have to put our foot on the gas in different ways. But I think for us, we really tried to think about simplification, and with Highspot as our jumping-off point, we’ve really embraced that simplification of what to know, what to do, what to say, and what to show.

We started with that and we’re sticking with it. And so our sales reps get used to that and we don’t throw them any zingers. They know that this is the play. This is the initiative. This is the stack of mail that we’re going after. And when they get used to that enablement sort of output, it becomes easier for them to engage in it.

And then, more importantly, It becomes easier for them to execute on it and drive results through it. So I would say just the consistency of having one way to deliver and one source of truth for our reps to go to has been helpful for us. 

SS: You guys are really driving that consistent execution across your entire sales team. It’s amazing. 

CH: Thank you. 

SS: Now, prior to Highspot, I believe you all leveraged a different platform and even had some siloed solutions for both equipping and training your teams. What was the impetus that drove you all to make a change to unify your approach? 

CH: I would say, me taking on the role and having more line of sight to this. I can’t take all the credit, but everything was messy and we didn’t know what we didn’t know. Our sales enablement platform, as I mentioned earlier, was more of a content repository and it eventually just became a dumping ground for everything that we created internally and externally.

And while we had the best intentions, it just wasn’t being used, it wasn’t being used properly, and it wasn’t being used effectively. And from an instructional sales training and company learning standpoint, we had even more platforms. So we sell an LMS platform. So we have our homegrown system that we sell.

Through the solution that we were trying to use. And we had another bolted-on solution for new hire training. And then we had a sales enablement platform over to the side. So whenever I was taking on this role, I’m looking around wow, we’ve got three to four places that we’re sending our sellers, sending our reps.

And none of those places are talking to each other, nothing is updated simultaneously. At the end of the day, we weren’t accomplishing what our ultimate goal was, which was making our sellers better and making them more efficient. In fact, I feel like whenever we looked at this, we started to study it and take a closer look.

I feel like what we noticed that we were creating unnecessary barriers for them to have to overcome just to do their job, just by sending them to multiple places. And I think that ties in really closely with our value prop at Paycor, it’s a unified solution, one single pane of glass. And with Highspot it’s, a similar approach, a similar value prop for how we use it too. 

SS: Now, I get this question a lot, especially when I’m talking to enablement practitioners in the industry, and they really want advice on gaining buy in from leadership. How did you go about getting buy-in from leadership for making this change?
 

CH: I wanted to look for other internal champions. I knew that I would have a tough hill to climb if I was going to go about this on my own and try to find a budget – and budget isn’t the biggest issue, most of the time it’s change management.

So I partnered with Rachel Neely, who is our manager of communications, and she was struggling from a content governance perspective. As I mentioned earlier, It was a repository. It was a dumping ground. Once I started partnering with her she was saying, I really need a tool that’s going to help me with communication, it’s going to help me with content governance.

And so it’s funny, I’m looking for something that’s going to help enable our sellers and, have a learning platform. We combined our efforts and we both knew about Highspot, but we had our own initiatives, and then, as we started to work closer together and combined our efforts, we were able to tie those efficiency gains together. We’re able to look at different business results that we could achieve by partnering together, improving seller experience, and removing multiple platforms. 

That was when it was all starting to come together. But, even after that, there was still some hesitancy from a prioritization standpoint. I think everybody said, Hey, this is great, it’s nice to have, but I think what really sealed the deal for us and where I saw some eyebrows raised and I started to see some internal buy-in was whenever I saw how Highspot, your sales team, was using digital rooms to sell to us. And that was a game changer because we were able to say, “Wow, this is how Highspot is using their own platform. This is how they’re drinking their own champagne.” And we were very impressed by that. And it was really talking to your sales team and your sales leaders and connecting them with our sales leaders to find out how they were using it.

That was really how we were starting to get more people to buy in and more people to see, “Wow, this is not just a learning management system, this is not just a content repository, there’s so much that we can do from a communication perspective, enablement perspective, learning perspective, sales perspective.”

And as we got that internal buy-in. We could bring those use cases, to my boss and my boss’s boss. And when we put it in front of them, it became a no-brainer. Then it became, all right, how do we make this happen? Instead of this isn’t something that is nice to have, it became something that is really a priority for us now. We need to get this up and running. Let’s get this ready for our kickoff. 

SS: That is amazing advice for our audience. This is how you make enablement must-have, fantastic. 

CH: I think what really did it for me to take that a step further is our sales rep was really good at her job. And I was always being asked to provide more things, case studies, different pricing just all, technical information.

And she was able to say, Hey, we’re supposed to sign tomorrow. I know that your procurement team isn’t even looking at the contract yet. Or, this person that was supposed to be a champion hasn’t opened up the proposal. Holy cow, that insight, we don’t have that today. We need those types of things.

And that was really, whenever I started to position This is how they’re using it. Look at what they’re gaining. Look at what this could do from a forecasting standpoint and an engagement of your buyer standpoint and really see how you all utilized it and see what we could potentially replicate. That was a big deal. 

SS: I appreciate it and I will have to pass those kudos along to the team. Now, we started to connect last Fall. You actually led a session at Highspot’s user conference Spark ‘23, I hope you’re coming to Spark ‘24 in October. 

CH: Oh, for sure.

SS: Yay, fantastic, that is the right answer. Now you talked about the importance of taking a more programmatic approach to your sales processes versus a suggestive one. What did that shift look like and how are you leveraging Highspot to help? 

CH: Yeah, when I say suggestive, a lot of times from enablement, we were putting things out and just leaving and expecting it to be consumed and executed on. And we had pockets of success, but it wasn’t working and I mentioned earlier that because of our growth, we had to build an enablement program that was scalable, which meant that we had to make it easy.

We had to make it self-service. And in some aspects where we really had to lean in was building programs that can be leader-led. So it really became, let’s enable the leaders to enable. We would not be able to do that if we didn’t have a platform to deliver those things. So part of that was to enable those leaders to enable.

The second part was metric-driven. And when we’re able to showcase best practices. That leads to an increase in measurable results. Now things are starting to cook, right? We’re making it easier for you to get to the content. We can prove that these plays and the content consumption is leading to measurable results.

Now we’re getting more buy-in. Not only that, but whenever we go from less suggestive and more programmatic, it’s great to find the wins and showcase the wins, but I think sales wants more proof that it isn’t just theoretical. So we really didn’t stop there. It wasn’t enough in some cases, and I’m sure every organization goes through this, where sellers want to go rogue.

They don’t want to follow the playbook, they don’t want to use the resources or run the play. While we had success showing the positivity of the gains, we started to take a different approach and really look at this, from the inverse and what’s happening with our low performers and strange coincidence, right?

When we look at our low performers, we’re seeing a lot of common themes. There’s a lack of engagement in Highspot, whether we’re looking at the Play Scorecards or we’re looking at the consumption of the training programs. Pitches, Digital Room engagement, you name it, it became glaringly obvious that the low performers were just opting out.

So I would say what Highspot helped us do was give us on the enablement team and the RevOps team line of sight to what was working. And then also line-of-sight to who’s not involved. And so it went from more or less of that opting out to saying, Hey, you’re someone who’s a low performer.

And you are not utilizing the plays and the tools that we’re giving you. You’re showing a lack of will. So now we put that in the leader’s hands and that empowers them. Now it’s empowering them to use the data. It has become a partnership now and running things more programmatically. It isn’t, “Hey, training and enablement is making us do this.”

It’s training enablement is empowering our leaders to build winning teams. Training enablement is giving our leaders the tools that they can become self-sufficient. In building and running programs, they’ve got line-of-sight to the metrics on the wins. But more importantly, if we’ve got low performers, it gives us a diagnostic avenue to find out why they’re low performing.

We can’t, I said this at Spark, we can’t just say go win the game. We’ve got to find out, why we’re not getting on base, why we’re not getting runners across the plate. And if a leader can look in and Obviously, we’ve got the KPIs that we measure from a performance standpoint, but it’s those other things that aren’t so obvious.

It’s looking at, okay, are they even going into the tool? Are they even coming into work and turning on the thing that gives them the tools and resources and the plays that they should be doing every day? I feel like all of those things combined, there’s no silver bullet, there’s no magic bullet, it’s a little bit of empowering the leaders and then giving them wide a sight to what’s winning and what’s not winning.

SS: That’s a fantastic approach. And since you guys have made this shift to a more programmatic, unified approach to your enablement strategy, what are some of the key business outcomes that you’ve achieved and do you have any wins you can share with us? 

CH: For sure. I think I’m probably the president of the digital room fan club. I told you how it worked on me as a buyer and I take that same energy and that same passion whenever we’re pushing this with our sellers. And I think our biggest achievements are around the digital rooms. We’ve pushed this so hard and we’ve, we continue to train on it. We know in enablement and training, this isn’t a one-and-done.

We’ve built it into our processes, and one of the things that we’ve done is we are just trying to make that so easy for the reps that there’s no excuse to not use it. And so we’re doing the work on the front end to create the templates, a light, medium, and heavy version.

And what we’re seeing, is not only is the usage going up, but again, we’re partnering with the leaders. We’re training them to give them line of sight to not just the quantity of pitches and digital rooms, but we’re also helping coach them on how they can coach on the quality. So they’re seeing what’s leaving the station if you will.

And now light bulbs are going off. They’re like, Holy cow. I can see what my reps are sending. I can see that they’re missing steps. Wow. I can see that we won this deal and I can tie it back to which digital room was used. Now I can replicate that across my sales team. And so because of that, we are able to look at who are our highest digital room adopters.

We’re able to aggregate that information and say, what are the correlations to the data? And what we’re seeing, and it’s no surprise is those highest adopters of the digital rooms. We see a huge uptick in first-time appointments. Leading to discoveries and analysis and for, our audience that knows anything about digital rooms, it’s probably no surprise to them.

What an amazing buying experience you’re creating, on the front end, and the back end, post-first-time appointment, you’ve got a robust follow-up where everything is right there. And you can track the engagement. If you’ve got a diverse buying committee and you don’t have open communications with them I can see who’s engaging in what, which, what are they engaging in, and why.

Now I can go have specific follow-ups with them, and it allows for more specificity and less vagueness with the follow-up. And we’re seeing, really positive momentum in that post-first-time appointment digital room that we said, “Hey, why not do this pre-first-time appointment? What, there’s no rule that says we can’t push out a light version of a digital room before we even have that sit down face to face with them.

And what I mean by that is once we get that meeting scheduled, we’re training our reps now to push over that light version that is, Hey, here’s a little bit about paycore, maybe here’s a client testimonial and product overview demonstration. That’s in front of them before we ever meet. Now, think about that, pause there for a second and think.

I scheduled the meeting, but there was a challenge there. I’m acting on that challenge. And this prospect has agreed to meet with me. I’ve put something in front of them. That’s tangible. That allows me to see what they’re engaging in. I take all of that. And I show up at that first time meeting. I don’t have to guess anymore about where this conversation is going to go.

I just really look at what the data is telling me. I look to see what they’re looking at, what they’re clicking into, and where their interests are. And that’s where I’m going to take the conversation. So instead of sitting back and guessing. I’m going in with insights that I didn’t have before. So maybe more than what you were looking for there, but that’s again, the president of the Digital Room fan club. And that’s where we’re, we’re doubling down there. 

SS: We are happy to award you that title, Chris. That is amazing how you’ve gotten the entire team rallied around Digital Rooms. Fantastic work. 

CH: Thank you. 

SS: You alluded to this a little bit, but you mentioned coaching. So in addition to effectively equipping and training your teams, I’d love to understand from your perspective, what is the value of coaching for reps in the current sales landscape and how are you planning to evolve your coaching strategy?

CH: Yeah. It’s an absolute imperative for all the reasons I mentioned earlier, especially, enabling at scale and enabling our leaders. And again, I’m biased, but I feel like we’ve got a best-in-class training and enablement program. We do, but we need to equip our frontline leaders to coach in the moment, but we can’t be there.

And, while we’ve got conversational intelligence and things like that, we’ve got to make sure that we’re equipping our leaders to coach. There are some things that I call low-touch, and high-impact. Some low-touch, high-impact things that we’re doing are, leveraging video submissions.

That’s easy. If I want to, role-play the value prop, I don’t have to be in front of my leader. I can submit the video submission, and let the AI give me some tips on how to do it. It points the leaders to the right place. So those are some of the easy things, but what we’re starting to dip our toes into and, credit to Highspot for giving us this idea, we built the playbooks, and we’ve got the sales kits, but what we’re trying to do now is build that coaching playbook for the plays. So we’re running one Play for the sellers while we’re running a Play for the leaders simultaneously.

So it’s building a coaching playbook to say, these are the coaching moments. These are the things to look for. This is what your seller is going after. So Ask these questions. And so if I’m logging in as a leader and a rep is logging in as a rep, they might see different things or we’re going to push something different to the leader that, that gives them line-of-sight to what their reps should be doing. And then it gives them line-of-sight to their coaching moments, and that’s been effective. We’ve again just really dipped our toes in that, but we’re already seeing the efficacy there and we’re starting, I mentioned this a second ago, but we’re starting to do more with conversational intelligence, and I see a ton of opportunity here. We’re getting that off the ground now, but for a frontline leader to really equate it to like NFL and able to go back and look at the play tape, look at the game tape, and see, “Hey, what did we do wrong here?” “Team, what can we learn from this?”

“Hey, what are our best sellers doing to convert a first-time appointment into an analysis?” We’re able to show what we’re doing right and coach to what we’re doing wrong. And then for me, from a training perspective, I get to index all of those things and I don’t have to role-play scenarios anymore. We can watch the game tape and learn from that. A lot is going on right now. We’re really, I think we’re. We’re coming into the end of our fiscal year where we’re starting to experiment and learn things, but as we ramp up into FY ‘25 in July, I think we’re going to have a lot of these experiments already carved out to where we’re going to be running, hit the ground running where we’ve experimented.

We know what works from conversational intelligence. We know what works from the leader playbook and be able to execute on that as soon as we start the fiscal year. 

SS: Amazing. Another area I know a lot of companies are experimenting in right now is around artificial intelligence or AI. And I know that you’ve been driving an evolution in your enablement program, and that is by leveraging AI. I think Paycor was one of the early adopters of some of Highspot’s AI features. Can you tell us about the ways you’re leveraging AI and its impact so far? 

CH: Yeah, I’ll not necessarily enablement, but back to how we got started with Highspot, that former content repository, if you will.

One of the things that we’re trying to do is empower our content owners and have them be, the stewards of their content. They’re the SMEs, they’re the stakeholders. And so we want to empower them. And so that content description writer that’s been a huge efficiency gain and there’s a wow factor to it as well.

I think our content owners that maybe aren’t as versed in enablement technology. That excited them and that got them to really, say, Oh, this isn’t so hard to upload content. And now the descriptor is happening for me. That makes that part of it easier. But a couple of other things that have been huge efficiency gains, is the email creation and the Digital Rooms reps are just so enamored with that.

We obviously want them to add the personalization and check for accuracy, but if I can build a digital room and I have multiple pieces of content in there, and then the AI is helping me make sense of that and put it in a readable way and make it great for my buyer.

Sellers are eating that up and it makes them less apprehensive to use that solution. So that’s been a big one, but I think for me it’s probably, maybe one of the less sexier ones, but for me, my favorite has been the Copilot for finding the content or for finding the answers that the reps meet, just in the search bar, instead of typing what I might be looking for, I’m typing a question and I’m getting an answer back.

And not only am I getting an answer back, I’m getting an answer that’s also pointing me to the content that I might need. And I am just I’m a huge, believer in looking for easier. And so I’m a big proponent of that, and one of the ways that we’re fostering AI adoption throughout the company is we have an internal AI corner where we’re looking for wins and we’re looking for, “Hey, what are you doing? Share it with everyone else. Let’s replicate it.”

And it’s been neat to see that Highspot has been one of our huge champions for those AI gains, not just in the Digital Rooms and the email creation, but also in adopting Meeting Intelligence. And that’s one that I want to get off the ground a little bit more.

Candidly, there’s a lot of that out there, with Zoom and, there’s Teams, I don’t want to force anything, but I am strongly encouraging our reps to utilize the Meeting Intelligence because there’s so much potential here. I didn’t get a chance to catch the the spring webcast live today, but I got a feeling that there’s probably talk of Meeting Intelligence, being able to build that into your Digital Rooms.

And so from a seller standpoint, if I’m having a meeting with you, taking those insights and allowing that to flow in the Digital Room, that’s going to be a game changer for our reps and not only our reps, and a game changer for our buyers as well. So we’re embracing AI.

Highspot has been making it easy for us with just some of the wow factors and how easy it is. And I was mentioning this on an internal AI tiger team call yesterday, where I feel like a lot of our sellers are utilizing AI in Highspot, and they don’t even know it. And it’s not necessary for us to broadcast that this is AI.

I think what we’re trying to do is beat the drum. What efficiency are you gaining? How easy has this made for you? And so while there may be fear and apprehension of AI, we’re really focusing on: let’s make your life easier, let’s make your job easier, let’s make everything more efficient for you.

SS: Chris, you guys must be doing something right. I think you guys are doing a whole lot of things as you’ve been evolving your enablement strategy, and the numbers speak for themselves. You guys are driving an impressive 95% recurring usage rate amongst your reps, which is amazing.

I think our audience would love to understand, do you have any best practices for engaging reps in your enablement programs, maybe even, as things are shifting or changing within an organization?

CH: First, thank you. That’s nice to hear. Honestly, I’d have to give a lot of credit to our sales communication team. They’ve helped us on the enablement side remain consistent with Highspot. They’ve done such an amazing job with spot management and content governance that we’ve got a, we’ve got a nice clean house.

And, having that clean house, people want to go back to the clean house. They want to go to the rooms where things are easy to find and use inside of those rooms. And so it starts with the help that we’re getting from our sales comms team. I certainly want to give them credit.

But additionally, we make it a habit to, in terms of the best practice we’re consistent. And what I mean by that is pushing our sales communications out, we use Highspot for that. And so even if we push something out from an email standpoint or a weekly newsletter, we may just give the headline and it’s, “Hey, for more details, click here.”

So we drive everybody back to Highspot. We don’t put the juicy meaty stuff out in an email, or push out any other platform. We’ll push out the headline, but people have to come back to Highspot to get the details. So we’re creating that environment of that’s our jumping off point for everything.

And I think, if I was to say one thing about it, it’s just remain consistent and if you remain consistent, you’re going to find that you’re creating a behavior without forcing the behavior people are going to say, Oh, I had to click here from the weekly newsletter. Maybe I’ll just start there.

Maybe instead of going back to the newsletter and looking for what I needed, I know it’s going to drive me to Highspot anyway, I’ll just start at Highspot. And additionally, we’ve made the homepage so user-friendly, and we keep it refreshed, and we keep it updated with the top initiatives and the top news.

You’re not going to find something from January that’s old and outdated, and you’re not going to find anything from last fiscal year. When you open up the homepage, it’s the things that we’re talking about from the company strategy level, and it’s our top initiatives. It’s right there when you log in.

So that’s made it very easy, the consistency. And again, I use the phrase clean house, but I think your audience will know what I mean by that. If I’m coming into that clean house, I’m just going to keep coming back to it because it’s easy for me to get around and find the things that I need.

SS: I can definitely relate to that. Last question for you, Chris. What goals do you have for PayCorps in the year ahead? And how do you plan to continue to partner with Highspot to help achieve these? 

CH: Yeah. So we’re continuing to grow our sales force. We’re fortunate at Paycor that we’re seeing some great growth from market share and revenue and all of the things that you want to measure.

So we’re growing our sales force as well. My north star for me and my team is ensuring first-year seller success. When I wake up in the morning that’s the first thing I think about. When I go to bed at night I think about it as well. So what that means is efficient and effective onboarding and training.

We built a really great foundation that’s got measurable results, it’s been proven out. And so what that allows us to do is keep running those programs that we built with Highspot. We run it with our new hires, we run it with our first-year sellers, and what I think is really neat about first-year sellers and Highspot is there’s a unique advantage that we’re going to take advantage of, which is we don’t have to worry about change management.

They’re coming in and on day one, they’re Highspot natives, if you will. They’re using Highspot and we’re building that into the training DNA. And so if we think about ensuring first-year seller success, and we know that we’ve got proven results using Highspot’s Plays in sales kits and Digital Rooms, we’re training on that from day one.

And so our reps are coming in. We don’t have to, get out of bad habits. We don’t have to really change. “Hey, this is the way I used to always do things.” We can train them on those proven methods and the proven platform that’s been delivering results from our tenured sales folks. So we’re really trying to build the sales kits, build the Digital Rooms, build Meeting Intelligence into their DNA from their first day.

SS: Chris, thank you so much for spending your day with us. I really appreciate the time. 

CH: You’re welcome. Thank you. It’s a pleasure. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

As for my background, I’ve been in healthcare, health insurance, and the PBM space for 20 years. I initially wanted to become a pharmacist like my sister but found my niche and enjoyment on the corporate side of the business around operations and product strategies. So I’ve always said my life purpose has been helping others.

So any way that I can make that impact in any role I’m always fulfilling my purpose and that’s where it landed me here in sales enablement at Alight. 

SS: We’re really excited to have you with us today, Carolyn. Now, you did mention that one of your specialties is improving efficiency in business operations and processes. How do you help drive efficiency for the business as an enablement leader? 

CH: There are so many ways that we can help drive efficiency in any business, but you have to start by understanding how the business operates. So the way that I look at any organization as I come into it is understanding how are they at maturity level in a current state.

For example, process analysis and optimization, always conducting a thorough analysis of existing business processes. How do we identify bottlenecks and any inefficiencies, and what are those areas for improvement? Another area would be working closely with all of the cross-functional teams, ensuring that we can streamline or redesign business processes and eliminate any unnecessary steps.

Or automate any repetitive tasks that we can. That means establishing those standardized procedures or best practices across the organization.

SS: Now curating the right tech stack can have a huge impact on efficiency. And prior to Highspot, you had several tools, including a different readiness platform. What were some of the challenges that this led to? 

CH: Yeah, assessing the right tools and technology integration or tech stack is so important for any business. And I can’t stress that enough. Some of the challenges I’ve seen most frequently is just those fragmented workflows, utilizing just multiple tools that a rep or a seller needs to switch between different platforms or accessing information or content that needs to at the right needs at the right place.

A place that’s been challenging data silos. So every tool has its own data repository, but when they’re not speaking to one another or the systems are not integrated, that poses also a huge challenge. And then, yeah, that lack of integration between platforms that is used by multiple different client facing teams.

Having that all centralized in one place eliminates that. And that’s something that I found at our organization, was that the level of integration and content management needed to be consolidated and ensure that our reps – all of our customer-facing reps – have the right content and consistent content, at the right time.

SS: What was the impetus though, for making the switch to a unified enablement platform and ultimately to implement Highspot? 

CH: Yeah, in my early assessment here, I immediately saw a need just for greater integrated workflows and business processes that would ultimately centralize and create that seamless integration data across all of our customer-facing teams and all of the various enablement tools and tech stacks.

So many factors went into ultimately making the switch to Highspot as our go-to platform. But it’s more about the technology that can support our organization and our organization’s, ever-evolving needs and help us enable our sellers most effectively and efficiently.

SS: Fantastic. And in your opinion, what is the strategic value of consolidating your enablement tech stack into a unified platform rather than separate disconnected tools? 

CH: I would say improving efficiency and productivity across multiple business teams. So that’s, again, data integration insights are just so important, as it helps us inform and better enable our reps through those data-driven insights and decisions that we can help continuously improve our content, our training, our platform, and also the enhanced user experience. So, having that unified platform really provides a seamless and intuitive experience on the front end, and the back end as the user, as the administrator, and really improve our user adoption and satisfaction.

So having a consistent interface and navigation across all of our enablement functions and teams, our reps can easily find the right tools, resources, and things that can lead to increased engagement and effectiveness. 

SS: I love that, how you guys are thinking about both an integrated data and experience perspective, that’s fantastic. How did you go about building the business case with your stakeholders for making this change? And I think a lot of our audience would love to hear some best practices for gaining stakeholder buy-in. 

CH: Engaging your various stakeholders as early as possible in the scoping process when building your business case is key.

So keeping them continuously informed and engaged throughout the process. I always say partnership and collaboration; that’s key when you take time to understand the various stakeholders. How do you identify those businesses and teams that you will work with on a day-in and day-out process?

How each of those teams operate, what are their pain points, and how can we help solve those business challenges together? Aligning different use cases and identifying what those use cases are. That resonates with each of our stakeholders and ensuring that they’re aligned on what our enablement vision goals and business outcomes that we can achieve really help solidify the buy-in and understand the “what’s in it for them” and “what’s in it for us together”.

SS: That’s a fantastic approach, always put it in the perspective of your audience, even internal ones like stakeholders. Now, you recently launched Highspot actually at your company’s sales kickoff. Can you tell us about that launch and how you leverage that key moment to help build up momentum for this change?

CH: Launching Highspot at sales kickoff was just such a perfect opportunity for us to generate buzz, and excitement really leverage different gamification opportunities to drive that early adoption and early engagement with the platform. So before we developed or kicked off at our event we built what we call the sales kickoff spot in Highspot, so that’s where reps can access all the information they need to go to before they attend the event, like the agenda, travel details, any pre-work or training that we want them to prepare or review before the sessions.

We also included this fun Easter egg in our SKO page where we use gamification like that launch experience to incentivize our sellers to complete any pre-recorded raining and get folks driving excitement and buzz around, what is Highspot? What can it do?

And to go to our Highspot booth that we had in our partner expo so what we did is we had the first three folks who finished training, found the Easter egg phrase, and went to the Highspot booth and mentioned it, then they all won a prize. After SKO, we communicated with the winners and recognized their efforts to encourage others to participate in it, but also really sprinkle that pride.

Fun and strategic learning right throughout the platform. And that helps folks from a user experience perspective to learn the platform, play around with it understand the processes, and again, help drive continuous engagement and options post-launch. 

SS: I love that, that sounds like it landed well with your teams. Now I know you guys are also using Highspot to help optimize your onboarding program. I know that’s a key initiative for you all this year. How do you plan to optimize your onboarding program and how will leveraging Highspot help you to do 

CH: New hire onboarding is so crucial to get right at any organization. So ensuring our reps are fully enabled with the right product knowledge and know how to position and recognize the value of messaging that resonates with the various buyers and prospects they’re talking to is key. At Alight, we made a huge effort to prioritize and build a strong and effective onboarding program this year.

And that’s something that we continue to focus on building out and continuously iterating throughout the year as well. 

SS: Amazing. Now, I know that you guys are just getting started with Highspot, but what are some of the key ways that you’re measuring the impact of your enablement programs on business results?

CH: On the example of, the onboarding program and where we’ve been focusing on improving our onboarding program is really taking that in it and seeing how we can improve our time to productivity in our first sale for our reps. Understanding how do we increase the time it takes for a new hire to onboard, learn about all of our various products and solutions we offer and really be comfortable and confident in saying, Speaking, having that first effective conversation with their prospect or buyer and ultimately be able to execute the first deal. 

So that’s something that we’ve been focusing on, in addition, to pipeline generation ensuring that we’re able to help our sellers generate more pipeline, lead conversions, and increase in win rate. 

SS: Amazing. And all the top-line things the business cares about. Now, looking into the future of Alight, what are some of the key goals you have for enablement in the next year and beyond?

And how do you plan to leverage Highspot to help achieve these? 

CH: Some key goals this year are centered around driving sales effectiveness. I would say, enhancing our customer engagement and accelerating our business growth. So we plan on leveraging Highspot A1 by optimizing just our sales content, and our content strategy. To continue consolidating where our customer-facing teams are accessing the right content at the right time, making sure it’s relevant and effective at any stage of the buyer’s journey, right? Enabling them to engage their customers and really drive better outcomes. Also enhancing our sales-readiness.

As we continue to invest in our sales readiness initiatives, we want to make sure that our sales teams are well-equipped with the knowledge, skills, and resources they need to succeed. So Highspot and the platform play a crucial role in delivering personalized training, coaching, and some of those on-demand resources we’re building out to support ongoing learning and development.

I would say another area is just really driving that alignment across teams, again, breaking down those silos, ensuring that our teams that support enablement, like sales, marketing, product, and other key functions, really provide a seamless customer experience. So, we’re planning to deploy some key integrations coming up between Highspot and our CRM system and some of our marketing automation tools.

That will help us streamline that experience and those workflows to enable our reps to be more effective in driving revenue growth. I would say lastly, it’s like scaling our enablement initiative. So as our organization grows, we continue to scale our enablement programs and how we enable to support the needs of our expanding Salesforce and sales teams.

Highspot’s scalability and flexibility allow us and help us enable and deploy the programs that we need at scale and ensure consistent delivery of the resources that we support across our organization as well. 

SS: Wonderful. Carolyn, thank you so much for joining us today. I really appreciate it.

CH: Thanks so much for having me. 

SS: To our audience. Thank you for listening to this episode of the win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is Marc Losito, the chief of staff at FoodChain ID. Thank you for joining us, Marc. I’d love for you to tell us about yourself, your background, and your role.

Marc Losito: It’s a pleasure to be here and, currently, I serve as the Chief of Staff at FoodChain ID and the Senior Director of Strategic Initiatives.

I just finished a 23-year career in the military where I finished up in strategy and operations. And so transitioning into a strategic initiatives role or an operations-based role is exciting, and fluid for me. I’ve been at FoodChain ID for over a year now, and we’ve been employing Highspot as our primary sales enablement tool for about eight months.

SS: We’re excited to have you here with us today. Now I know when you first started at FoodChain ID, one of your first tasks was to implement an enablement platform. Tell us about that journey. Why was it a strategic priority for the business to invest in an enablement solution?

ML: Yeah, that’s a great way to phrase it, it was a journey. So, about this time last year, our executive leadership team gathered together and began to evaluate our strategic growth options, and sales enablement kept rising to the top. Brandon Taylor, our Chief Revenue Officer our champion of Highspot really put it on the front of our growth initiatives and really championed our adoption of Highspot.

It wasn’t too much longer after that, and it was about, May of last year that we began to adopt Highspot and we rolled it out in August. We have been rolling ever since. One of the key differences that we’ve seen, and it’s really just the realization of this, this growth narrative that Highspot brings to sales enablement is we were able to cut down our seller ramp time from nine months to six months immediately with the training and coaching features on Highspot and, professionalizing our onboarding, putting it all into one spot and having sellers singing off the same choir sheet, as it were.

SS: That is amazing to go from nine months to six months, and I definitely want to circle back to that. I do want to get a better sense because you were the executive sponsor for the evaluation and I know that you partnered closely with other key stakeholders in the process. How did you partner with your CRO and RevOps to find the right solution for the business and ultimately gain buy-in?

ML: That’s a great question. Our CRO, Brandon Taylor, was the champion of this growth initiative, and Ryan Wing, our Director of Revenue Operations, was crucial to making sure that we were all aligned on a collective vision, making sure that our strategic goals were synchronized, and to make sure that everything from, sales enablement content to the way we wanted to orchestrate our plays and the KPIs that we had set out, the first being to decrease that ramp time. We thought that was the closest crocodile to the canoe if you will. We’re continuing to chase, some other goals, and our CRO has really put a high bar on what we want to achieve with this. With Highspot in, shortening our sales cycle times, increasing our win rates, increasing our ACVs, and increasing our opportunity creation, but ultimately getting their buy-in was the first step and making sure that we were all aligned on what the opportunity was and what the return on investment could be if we unanimously supported the adoption.

SS: Absolutely. And I know that having one unified solution for enablement at FoodChain ID was really important rather than separate tools to equip, train, and coach your teams. In your opinion, what has been the impact of that unified experience on your sellers and their productivity?

ML: The essence here is, bringing fragmented tools from across our enterprise and bringing them into one centralized location.

It’s like switching from a vehicle that has manual steering, where you’re trying to struggle to shift and pivot with market trends, market changes, and competitor dynamics. But bringing Highspot into FoodChain ID is like switching to autopilot. You’re able to cue seller behaviors so quickly.

You’re able to pivot and adapt to key changes that you’re seeing in the marketplace and it allows for a seamless inflow of information. As a result, our sellers become more agile, more informed, they execute it. Seller behaviors and plays are better, and they’re significantly more effective. And we’re starting to see the impacts of that.

SS: Now, we alluded to one of the big wins earlier, but I know since implementation, you guys have shortened your onboarding time from nine months to six months, and you’ve also reduced ramp time by 30%. Can you walk us through how you optimized sales onboarding and ultimately drove these very impressive results?

ML: I tell you, reducing onboarding time was a challenge but it’s one that Highspot is tailor-made to go after. And so we focused on three primary areas with Highspot when it comes to onboarding, which is customized learning paths. Integrating real-world scenarios into the training process and then leveraging the enormous amount of data and feedback that you get to continuously refine your onboarding approach.

And so that triad not only expedited our onboarding process, but it ensured that new team members were sales-ready in a shorter amount of time.

SS: Fantastic. I love to hear that. In addition to onboarding, your team also focused on improving sales coaching. In your opinion, what is the value of real-world coaching for sales reps?

ML: There’s nothing that can replace real-world coaching. You’re not going to be able to automate or AI your way out of real-world, human touch. And the crucible where theory meets practice. When we’re onboarding reps, it’s not only important for them to learn in a classroom, but it’s also important to have a setting to apply, iterate, and refine their approaches in real scenarios with a feedback loop.

That accelerates their learning and adaptability. And ultimately, the adage is true that practice makes perfect. And in today’s dynamic market, that’s especially critical. 

SS: You did mention AI, so I’m curious. How do you plan to utilize innovation in the enablement space like AI to help your team deliver effective coaching?

ML: I actually have a bit of a background in AI, from graduate school and from my time in the military. I just believe that AI opens up a whole new frontier that revolutionizes sales coaching, by using AI features like meeting intelligence, we can personalize learning you can personalize it at scale you can provide real-time feedback, and more importantly is that you can identify patterns that would be impossible for humans to detect.

And it’s not about replacing the human element. Like I said, nothing is going to replace the human touch in training and coaching, but augmenting it, and learning how to use AI with that human touch is going to make coaching more impactful and insights-driven. 

SS: Absolutely. And I did not know that about your background, that you have a background in AI. So I’d love to get your opinion: how can AI help the business scale sales productivity more broadly? 

ML: I’ve seen firsthand from my time in the military, how AI can have a transformative power globally and on the battlefield. And if you think of sales as a battlefield it scales productivity by automating routine tasks that otherwise take sellers away from engaging the customers, it delivers insights that would take us ages to analyze, with torrents of data, stacks upon stacks, and personalize the customer experience as well at scale. It’s a game changer, and it turns data into a strategic asset for every organization. 

SS: How do you think AI will continue to drive business innovation in the near future, especially when it comes to enablement?

ML: AI is bound to expand, especially in enablement and business innovation. I think we’re going to see AI become more integrated into daily operations. Highspot is already at the forefront here with meeting intelligence, being part of every sales engagement, and providing analytics.

I think those analytics will become more accurate over time as we, train new models and reach new heights. But at the end of the day, the potential is it’s pretty vast: from automating administrative tasks to delivering those strategic insights and shaping seller behavior and future directions to make our customer experience more delightful.

SS: Mark, last question for you. As you look ahead, how do you plan to leverage Highspot to help you achieve some of the innovation that you’re aiming to drive this year? 

ML: That’s a great question. So where do we go after our tremendous start? And I think what our CRO would tell you, and our director of revenue ops would tell you is that Highspot is poised to be a cornerstone of our strategy to drive innovation.

Internally to FoodChain ID, we refer to Highspot as the sales accelerator. It is what propels our sales cycles forward. So we plan to leverage its capabilities to personalize learning scale development. We’re currently going through an environment optimization where we are using the motto of all the sales enablement you need when you need it, and none of it when you don’t.

So the key there. Is that a sales rep doesn’t have to wade through this swamp of sales enablement that they don’t particularly need at that time, and Highspot is tailor-made – with its filtering, its lists, and its search features – to provide the right sales enablement at the right time and none that you don’t

SS: I love that. I might have to steal some of those taglines for our marketing efforts. Mark, thank you so much for joining us today. I really appreciate it. Absolutely. 

ML: Thank you. It’s a pleasure to be here. 

SS: To our audience. Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is Sarah Gross. Thanks for joining us, Sarah. I’d love for you to tell us about yourself and your background. 

Sarah Gross: Shawnna, thank you so much for having me, I’m excited to be here today. I have spent a decade in sales and a decade in enablement, and absolutely love both spaces. I started my career as a BDR, moved into sales management and got the typical dashboard and quota, and very quickly realized there was a lot more to sales and to managing salespeople.

I ended up actually researching enablement and then got into being a practitioner myself. So, as I’ve built out teams over the years what’s been interesting is to watch how enablement went from L&D to how we think about making our team more productive, but we weren’t calling it productivity quite yet. We were like, “Oh, let’s get people from 100% to 110% of attainment” to now being the real drivers within the organization of how technology helps our team be more effective and therefore productive in what they’re doing day-to-day. 

SS: I love that and thank you again so much for joining us today. Now you and I have known each other for a while and I know that you focus deeply on a couple of core components when it comes to driving a business. That’s the people, processes, and technology. How does that approach guide the way that you build your enablement strategy? 

SG: Yeah, first things first, you have to have the right people in the right roles.

So I’m a big fan of, especially in a sales organization, right? Having that BDR, SDR structure, the account executive, the SE. And what’s important from an enablement lens is being able to make sure that everybody knows their role and function. It leads to the process side of things. So if everyone knows what role they’re playing in the sales process, then it is defining what that process is, right? Less of the upside of what are our sales stages and how we forecast, but more of what are the gates through which I need to uncover information from the customer and our internal selling team to advance, and to know that I’m in the right place of moving this opportunity forward and spending more time and resources on it.

How do we make sure that process then maps to the methodology that we’re using from a customer buying lens, as well as a selling buying lens? And then how do I make sure that we have the right technology, that I’m not asking my reps to copy and paste a Salesforce field into 15,000 different places, but rather Sales Navigator that’s layered with a Zoom info of the world and allows them to push information into that centralized repository in an easy way to build on account plans, to build on opportunity plans, and to have that structure of what good selling looks like. That’s the baseline, in my opinion, for what enablement has to have as the building blocks at the bottom of the house if you will. To then just start to do things like AI and getting into call recording and understanding what words are being used, when, where, and how.

And devising an enablement plan that is by cohorts of people that need a specific topical area. 

SS: I love that you established that baseline. What are some challenges that you’ve encountered as a leader when it comes to creating an effective enablement strategy, though? And how did you overcome those?

SG: The strategies have changed over the years. I’d say at the beginning of enablement, early 2010’s, right? It was a lot about what is it. Why is it different than L&D? Why would we invest in this different team and structure? Then we evolved into, okay, they, they run the LMS, right? They’re the people that give the training.

And they may have an action item coming out of it. And then we’ve gone into this world of, Okay, we have technologies that are supporting enablement now, which is fantastic. They’re designed for enablement, and they’re giving us the right level of analytics. But how do we, as practitioners, continue to stay that we’re elevating the value of our practice?

I still see where people are just trainers or they’re just go-to-market folks who get it out to the sales team. I hear that a lot. You’re the person who helps us communicate with the revenue team and speaks their language, which is a big win in and of itself, right? We’re not being called L and D anymore, but on the flip side of things, we’re not the seat at the table, driving the go-to-market strategy.

I do see that starting to change where more companies than ever are hiring VPs of enablement. They want to attach to the operational strategy and the go-to-market strategy and have a plan Where all three of those functions are working together there was this weird trend during COVID where everyone was down-leveling their enablement to save costs, and now I’m starting to see that flip again Where we’re hiring lots of folks that are at a senior level.

They want 10 plus, 15 plus years of enablement experience to guide them on “how do I drive that productivity lever?” “How do I be smarter in how we sell in the market?” Because we do have fewer salespeople and we have a bigger market that we have to attack.

SS: Now, as we talked about in that first question, people, process, and technology, on the people side, what are some of the key things you prioritize when you’re building a high-performing enablement team?

SG: I think the people side really matters in how you build out your enablement team so that you’re embedded enough to understand the business, right? For example, if you have a role that covers everything up to ISRs, right? Inside sales reps, where they’re both covering leads and running the sales process, you need a very different enabler to support that type of practice. And someone that’s maybe in an office with them, as an example, that’s where I think it makes sense when they’re all in the office. Or someone who has experience both in running a lead gen team, also a selling team, so that they can pull those together. 

As you think of the sales structure, that’s where I think enablement has to mirror. This is why enablement teams change from time to time because it’s normal that sales structures change,  and you have to make sure that we’re constantly evolving with them. When those two structures start to look different, like when I see enablement teams aligned by product, right? They’re seen as generalists and they’re less impactful to the overall business. 

SS: That makes sense. On the process side, how have you partnered with your key stakeholders to identify process gaps and solve those inefficiencies?

SG: That’s the question always. Having really strong ops partners and being part of the conversation that you have with your chief revenue officer is important.

I think that the way that works best is that ops gives you visibility to everything that they’re showing to the sales leader. If you have a different lens, the sales leader is looking at like, “Where do I have pockets of inefficiency that I could either reduce my head count or change that headcount around?”

You’re looking at it as, “How do I have cohorts people that maybe are at that 90% mark, that they would make a lot more money and we would make a lot more money if they were at 100% or 105%.” The way I look at the data that’s being provided to me is always, “How can I think of running cohorts of people?”

So for example, I’ve had in the past where I’ve got a discovery coach, someone that I can deploy if there are people in SDR land, AE land, and SC land that need that particular topic area. And by deploying them I’m keeping my business partners. So you’ve got that strategic person that they trust introducing the session with somebody that’s focused on that particular topical area to move the needle as it comes to productivity.

I’d expect that a lot of enablement teams are probably going to have someone who’s that AI specialist over time, where their entire job is to match that internal data set with what we are hearing from our enablement tools. And how can we deploy every call we’re looking at across the system?

Deploy, if we hear X word, one sheeter, a cheat sheet to the rep in the moment. It’s a talk track that gets deployed to our SDR organization, right? Maybe it’s even a technical validation asset that’s going to our enterprise reps as they run into X integration that they don’t run into all of the time.

So I’m starting to see where I almost think SEs are always a secret sauce to a lot of organizations. To me, it’s how we capture what’s in our SE’s minds and deploy it on every call that’s happening, not just the ones that an SE is attached to. 


SS: Absolutely. And then the last piece of the puzzle: technology. How does an enablement platform help you effectively bring your strategy to life? And in your opinion, what is the strategic value of a unified platform? 

SG: First and foremost that’s definitely evolved in the past, like five-ish years. Originally, I would say we were looking at just do you have SCORM packaging. It was very traditional instructional design technology that you needed.

Now, because we’re further away from what is traditional L&D, I’m seeing a lot of enablers really need their platform to drive, “What are we missing?” We’re running a discovery program, we’re running a negotiation program, and we’re running our new product launch. But what are people looking for in the system, whether that’s on the content side or the learning side that we’re not providing to them today? Or, what are we providing that nobody gives a shit about? And we’re wasting our time and resources? So, it’s an efficiency lever for enablers, which is what I see the platform as. The reason I think that content and learning have to be in the same place, is it’s part of the learner’s journey, right?

Humans either want to consume information in written format or video format for the most part, right? And as you take those two things, you have to meet the learner where they are. That’s something we all knew years ago. But now it’s not just meeting them where they are, it’s meeting them where they are at the right time.

And so it’s making it a self-service model that you can then look at analytics and drive what you’re putting out there to them in the most efficient way. So if you don’t have what content is someone consuming, what learning is someone consuming, and what are they sharing externally with their customers, you’re missing a piece of the puzzle.

Because they might be – another thing I’ve always been able to point out to my heads of revenue – is that we’re consuming and teaching this internally, but our customers are actually looking at this when we send it over to them. So there’s a disconnect between the two things that we really need to solve for.

SS: Now, obviously, if you make the investment in technology, you want to ensure that your reps are taking full advantage of it. What are some of your best practices for driving adoption of your enablement solution with your reps? 

SG: Ariel Lashaza, who’s someone who’s worked for me at a couple of organizations, did this extremely effectively. We brought it to the level of reps. Think of TikTok, we called it “What You Want to Know Wednesdays”. And it was a piece of information that they could try every single week. I think the way that these things work is it’s the curve, right?

That we always know. You got your earlier adopters, you got everybody in the middle, and then you have your late adopters. There are certain folks on every team, you know they’re not going to do it until we tell them they have to. Then there are people that you know are going to chomp at the bit to get anything. And then there are people in the middle that their manager has to tell them to do it. 

So I think it’s identifying who your early adopters are, especially as you do those fun, “What You Want to Know Wednesdays”. And let them drive the topics, because then they’re excited about it, they tell that middle crew, get them more excited about it, and ask them to go to shared and team meetings, and that’s how we’ve rolled things.

Having a little bit more structure around it, I think that it’s important that, one: it’s leadership-led. So you have a preview from the frontline manager level, up. What to be expected, how are we going to support you, what do we need from you? Very simply. Then as you actually roll things out to the team, it’s embedding that into your monthly learning.

However, you’re already communicating to the team and then it’s taking those early adopters, and showing them the impact on revenue, which is why I think that Highspot’s report of tracking opportunities related to Pitches is like money. Because you can go back and you can say, “Hey, you sent out 18 Pitches. Those were viewed 300 times, and you actually closed every single one of those deals. So, your rate of closure when you use the pitching functionality is 100%. What was your close rate before you did that? Maybe it’s 40%.” And so immediately to them, they see the ROI. I just think we have to, as enablers, always be selling. And the way that we sell is by using that data and analytics for our revenue team. 

SS: So on the topic of data I think that you have always been someone who has helped those around you succeed by really being inquisitive and leveraging that data, as you mentioned, to make business decisions. What are some of your best practices for, to the point you just made, measuring the business impact of enablement? 

SG: Best practice, one is, what’s your CRO measuring? if they’re being measured by ARR attainment and NRR, right? You have to know what those numbers are first and foremost. Secondly, it’s starting to break down, “Hey, CRO, if I did X, do you think that would move the needle on what you’re being measured against?”

If that’s the case, let’s put this in place, and let’s put a stop in the sand where we are today and measure it again in 6 months. So I think that alignment up front is really important and making sure you’re not just tracking to time-to-ramp if they don’t care about it, right? Super important you’re aligned.

Thing two is buddying up with the ops team and saying, “I know you’re measuring this. I want to measure how we can impact this as a team. You’re probably making some operational changes. Maybe it’s quota, maybe it’s territory alignment, et cetera. Let me build off of that. I’ll actually help you communicate that to the reps that it’s happening to. And, once we communicate that, instead of it being a 10-minute call, let’s make it a 30-minute call. Where on the last twenty minutes, let’s talk about how they can attain that number in a better and more succinct way. And maybe what Sales Plays are we running to support them in hitting those new targets that we’ve provided?”

So it shows us the unity between ops and enablement, which is such an important part. And then it’s coming back. I’ve always said, at a minimum, quarterly reviews. What was the enablement impact? And that’s where I do think we should push our vendors to support us in that, right? They should be providing us with Scorecards.

They should be providing us insight into what’s going on in our system from their CSMs. And I encourage all of my enablement peers to be requesting that. It is well within our rights to push that we need that level of data to run our businesses. Think of a CMO or CRO. They’ve been holding vendors accountable for providing them that since the beginning of time.

And it’s now our time to do that so that we can have those executive-level conversations. And we’re not just being like, “Oh, we launched the learning path.” Or, “We launched the huddle.” That’s fantastic, but we’ve all moved past that. It’s not about you putting it out there. It’s about, did it hit the mark actively, proactively sharing what did or did not, and what you’re going to do next.

SS: To that executive leader point, given kind of your wealth of experience and enablement, how have you gained buy-in and support for your enablement strategy with your executive leaders? 

SG: It’s always the fun thing that when you get a new CRO or a new C-level, right? How do you set their expectations of enablement, right? Honestly, there’s still a lot of different definitions out there of what a good enablement team looks like. I think it’s really important that up front you understand: what are their priorities and how are they being measured? I didn’t say, what are they measuring? How are they being measured? 

Every CRO has something that the board is asking them for. That’s just part of the game, and part of being in sales. And it’s usually different than what quota is being assigned out to their team, et cetera. I think the second piece of that is then saying, “How can I communicate this with you? What frequency would you like to see updates from me and in what format?” If they don’t have a proposed format, something I learned from an early CRO of mine is CAB: Conviction, Action, Benefit. Having three columns on the screen: what are we convicted to do together this quarter? Again, that’s a together statement.

What actions am I taking, right? Or do I need you to take to support that? And I always suggest there’s a two-way street there. And then what’s the benefit? What is the thing that we are measuring? And if we come back and it happens, we know that we are successful in this. Super simple, but I would go on whatever format your particular leader is looking for.

They might have a different version of that. Or propose, hey, if I did this, would that work for you? I don’t think it should ever be more than one page. It shouldn’t be a ton of charts and a ton of things. Solely because that’s your job as enablement. Our job to them is that we’re measuring those big projects together.

SS: I love that advice and that acronym. Last question for you, Sarah, where do you see the future of enablement going over the next few years? And what are you most excited about? 


SG: That’s a good one. We’ve come a long way in a very short amount of time as a profession. I definitely think that AI is a big part of our future. It’s a big part of everybody’s. It’s a big part of humans. I think as enablers the thing we do that is so critical to every business is we understand how humans work, think, and do. So it’s using AI to be more human and to help our team with those productivity levers.

So think of right now we run a pitch contest and you use your top three reps, you have them pre-recorded as an example and then you launch it to everybody and you have a grading criteria in the system. Maybe you have something like a Copilot of one of these SORMs that’s running and giving a little bit of insight. But, in the future, think about if that could simulate a customer in their territory, in their patch that they’re trying to sell to today. It could be somebody that looks and feels like their particular segment. That becomes even more impactful as we continue to grow. And I do see that’s where we’re going.

I want to level set to all CROs out there, that’s not where our technology is today. But, it is absolutely something that’s within reach in the next couple of months. I also see a lot more happening around the traditional Salesforce where we used to serve up, “Hey, have you thought about sending this white paper type of thing?” Integrated more into the call intelligence world where you’re in a call, and it says, “Hey, you just hit a roadblock right in that conversation. Consider this objection handling technique,” or, “Consider saying you want to bring your SE in to do this technical validation based on the integration they just asked for.”

There’s a lot more of that to come as we continue down the path. What am I most excited about? It is AI. I say that with a little hesitancy in my voice. I think that it’s a way for enablement to scale without having to have humans and to be able to spend time doing the things that we love doing, which is talking to reps gathering feedback, and being part of the collaboration. That is revenue.

I think we spend a lot of time right now in some cases behind the scenes in our LMS and CMS because they’re not totally optimized. So if we are in this AI lens where our CMS is sending us an email every morning of what’s good, bad, and not happening in the system, and we’re not going through hundreds of thousands of pieces of data, that gives you so much more time to be in front of the team and with the team.

Right now, I see enablers having to choose one or the other that they’re really good at. And the people who are behind the scenes sometimes aren’t part of the executive meetings because they don’t have enough face time, but they’re really good at the right programs, et cetera, to get out.

And then some people who have too much face time, and not enough behind the scenes are dinged that they’re not analytical enough, or they’re not using AI to drive their business. So it’s a push-pull today. I think that our vendors are really catching up with supporting enablement. Just like Salesforce has always supported a revenue organization in design that will get us to where we need to go in the future. So, I am excited about AI and because I think it will give us more time to be the human elements in front of our revenue organization. 

SS: I love that. And I know we are very excited about Highspot Copilot as well here and all the AI innovation we have coming. And we’re going to actually be announcing some of that at our Spring Launch Discover Webcast shortly. So thank you, Sarah, so much for taking the time to chat with us. I really appreciate it. 

SG: Absolutely. It was my pleasure. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

SS: Wonderful, we’re excited to have you here. Now, prior to partnering with Highspot, you leveraged a different enablement platform. What was the impetus for deciding to switch platforms? 

GS: Yeah, Highspot for us is really about ease of use to the team. I think many enablement people will relate to a lot of tall tasks ahead of you with a small team. And that’s what led me to Highspot. Highspot was easy to use on the initial demos and the interface. 

SS: I love hearing that. And in bringing in Highspot, you built a really strong partnership with sales and marketing leaders including your CRO to gain buy-in. What are some of your best practices for securing stakeholder buy-in and proving the impact of an enablement platform to your CRO? 

GS: Yes, I think I’ve been very privileged to have leaders that I’ve reported to who are bought into the power that an enablement team can have. I ultimately was given the opportunity of, “Hey, Gurneet, what is it you need in order for us to scale? And what is it going to take?” And one of those key things was having a sales readiness LMS tool. And that’s why Highspot was selected. But throughout the process of getting through budgets, and headcount planning, I made sure that I had buy-in across sales, account management, marketing, and our product leaders. 

SS: That’s fantastic feedback. Now, since implementing Highspot, you’ve seen incredible momentum, including 94% recurring usage and really strong adoption in nearly every area of the platform in terms of adoption. What are your best practices for driving adoption across your go-to-market teams? 

GS: One of the things we did out of the gate is once we launched, there was no exception to be able to relay information out to go-to-market teams unless it was through Highspot.

As a company, we use Confluence, which is a phenomenal tool for the broader team, but for all the other departments to move quickly, for example, product, if there’s a new product update, to make sure that they could roll out without any delays. Having each core product leader provide the enablement team with the information in a digestible way, which could be inputted into Highspot quickly was critical for us.

And we just didn’t have any exception to the rule. Information needed to go out. It had to be leveraged through Highspot and ultimately you want to be able to, as a leader, show the ROI on the enablement tool and the costs that you’re incurring onto the company.

SS: Those are fantastic best practices, I know our audience can take a lot from that. One area that I know that you guys have really championed the success is in your onboarding program, I know that you guys have achieved a 77% active learner rate. How do you use Highspot to effectively onboard and certify reps? 

GS: Highspot is the most critical tool for us. We grew headcount from 20 sellers to over 200 on the sales side and then we also grew our account management teams and we use Highspot on every single lesson. We’ve gone from a two-week onboarding program, due to high growth headcount scale, and now we’ve moved into a three-week program. And over the course of time, like many companies, you’re coming out of the pandemic, moving into a hybrid environment. But, we’ve had sellers all across the country in multiple sales hub locations.

And so Highspot enabled my small team to be able to get the learnings out and to be able to track performance quickly. Every onboarding lesson sits in Highspot with all the accompanying resources to make it easy to find for our new hires. 

SS:  Now, in your opinion, what would you say is the value of having a unified platform that allows you to deliver everything from content to onboarding and training, what is the value of having that unified for your reps? 

GS:  It’s just ultimately speed. You know, my goal as an enablement leader is to prove and show that we can increase work rate, right? Not just for our sellers, but also our account management team. And so being able to search something in Highspot. We need to make sure that you can find them.

And if a rep can’t find what they’re looking for, we’ve got good feedback loops so we can keep things updated. But, ultimately, it is getting our sellers and our go-to-market teams, the information they need, as quick as they can get it. 

SS: With all of this momentum for enablement and you’ve grown your team significantly and you’ve really done a fantastic job positioning enablement as a strategic business function.

How have you leveraged Highspot to help you scale the impact of your team on the business? 

GS: We’ve used Highspot now, not only through onboarding, but increasing locations that our sellers move into, new verticals, and new product updates. And so it’s enabled us to execute a lot quicker than had we gone through the manual process or I know for many enablement folks that are still dealing with Google drives and sorting things through that.

And so it’s enabled our leaders to be able to roll out as quick as possible. We want to make sure that we’re providing the very level best for our clients, what we call our partners here. And to do that, we’ve got to certify individuals. We have some critical verticals that we sell into that need a little bit more attention to detail.

Every time we roll something out, we certify our sellers to make sure that we’re reinforcing those learnings and then enabling them to execute. 

SS: You guys are having amazing impact. What would you say some of the key business results that you’ve achieved so far with Highspot are, and how do you go about measuring enablement success?

GS: Yeah, that’s really going to be critical for us going into this year. We’ve gone through two years of headcount growth, and now we’ve really got to start doubling down on obviously overall ramping success of our sellers. But I think, ultimately, we have a phenomenal platform and product and for us to get it into the hands of our partners and our professionals, those are the hourly workers on the platform, as quick as possible, it means education.

Being able to ramp our new hires faster, being able to train a seller one day, and within 24 hours, they’re certified, and that then unlocks further revenue streams, like further account pursuits for those individuals is really critical. 

SS: Gurneet, last question for you. As you look to the future, you’ve mentioned that you plan to take advantage of a lot of the new enablement innovations, like artificial intelligence, to continue to scale enablement’s impact.

How do you plan to leverage AI and other innovations to continue to drive business impact in the year ahead? 

GS: It’s everything from developing our call scoring and making sure that’s then aligned with our rubrics and our scorecards across all of our tool stack.

I’m excited to see what Highspot will do with AI on their product roadmap and we’re already seeing kind of improvements with just descriptions and surfacing content in the right places. And for us as a business, AI is one of those key investment areas. And so as an enablement team, we do make sure that we’re following the same charge that our leaders have set.

SS: It is an exciting future ahead that we have on that front. Gurneet, thank you so much for joining us today, I really appreciate it. 

GS: Thank you so much for having me. 

SS: To our audience. Thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic is Heather Green, the Director of Enablement at Jellyvision. Thanks for joining us, Heather. I would love for you to tell us about yourself, your background, and your role.

Heather Green: Hi, thank you so much for having me, and absolutely. I started my career in an individual contributor role in sales and worked my way up through sales leadership, but quickly found my passion for enablement early on.

I’ve worked for small startups to multi-billion dollar consulting firms and through it all, I consider myself to be a bridge for the sales organization. In my current role here at Jellyvision, my goal is to provide our revenue team with really everything that they need to be successful, from net new business to retention, and that’s through our direct channel and partnership business. So my team works to bridge the gap for our revenue teams. Marketing, product, and operations and support our sales team in any way we can.

SS: You mentioned you have an extensive amount of enablement experience. What are some best practices you have when aligning your enablement strategy with the strategic initiatives of the business?

HG: Yeah, it can be a challenging one sometimes. I would say hands down building internal relationships with our business stakeholders is incredibly key to bridging those two gaps. Everyone has the ultimate goal of providing revenue at the end of the day and making us profitable, but each team has their own goals that might not overlap with each other.

I found that it’s really important to have consistent transparency and ongoing communication to make sure that I’m working with these teams in tandem which causes minimum confusion at the end of the day with our revenue teams. So a strategic initiative could be launching a new product or feature, but then that could be in peril with another initiative that RevOps is perhaps launching something new with this system, so it’s too much at once. It’s really important that we get that buy-in from our leadership teams across the organization to make sure that everything from a product launch to new rep tech, to a marketing campaign, that it’s all working cohesively together.

SS: That is amazing. And you did mention though, that it’s not always easy. What are some of the major challenges that you’ve come across in your career when it comes to effectively really bringing your enablement strategy to life?

HG: It can be tough sometimes. There are definitely challenges associated with it, but where would the fun be if it was so simple all of the time?

So, especially when it comes to enablement initiatives, it’s so very important for me to make sure that our leaders understand the value of the why behind the initiative and the what’s in it for me for the individual contributors and ultimately what our goals are going to be at the end and what everyone’s going to get back.

By getting that leadership buy-in, we can get everyone on the same page. It’s oftentimes an uphill battle but I’m a big fan of throwing on my hiking boots and climbing, right? So each step when we’re rolling out a strategic initiative it’s a long-term play. It’s not a short tactical thing. Each step is learning more about what’s important to each leader and then how we can pivot and adjust to best meet their needs to make sure that we push it forward.

SS: I love that analogy, too. Now, when you first joined Jellyvision, you noticed some key challenges with the team’s previous enablement platform. What were some of those challenges and what was really the impetus behind deciding to make a change?

HG: Other than me adoring Highspot, right? I’ve been such a fan for many years and I was lucky enough to use it at other organizations. But coming to Jellyvision for me a few years ago, I was thrilled to see how extensively our team had invested in the tech stack.

A lot of times you don’t think many organizations. So as an enablement leader, it was just music to my ears, but with our previous content management system and engagement platform, the first thing I did when I came in was I looked at it and I did an audit. I’m looking at the backend analytics, but then really seeing

Who’s using it, who’s not, what the top performers were doing, what our lower performers in that middle ground were doing. The spoiler was that not a lot of people were using the platform, which, also hurts because as an organization, you’re making that investment and you need to see that return to keep it.

And so by digging in, I started doing many different conversations with our revenue team and individual contributors to determine. What was the reason behind not using it? And the key feedback that we received is that it was just difficult to use. It was hard to find content. It was even harder to edit content.

And so it was like, why would I do that when I can just go into my Google Drive and find what I need and then edit and send it that way? It was just resounding results that it was difficult and no one wanted to engage with it. But knowing the value of a platform like that, I was able to then start putting the seeds down for making a change.

I knew we were coming up on a renewal in the upcoming six months. And so I started asking additional questions on if it did this with this work and kind of planting the seeds. And then finally got to a pilot point of taking it with our key top sales reps and showing them what Highspot could do. And then from there, we were able to move the conversation forward in making the change once they saw some of the key things that Highspot was able to offer us.

SS: I think that is fantastic. And, in addition, I know that you did a lot of work to ensure that you had buy-in from leadership to prove why the change was needed. What were some of the things that you did to ensure that you were able to secure that buy-in?

HG: Buy-in is imperative, right? Especially when budgets are tight and they’re getting tighter and tighter every single day. So for me, it was gathering all of that data from our reps. So not only the analytics in the platform that we currently had and how rough it was from an adoption standpoint but then the verbatims from our reps of saying, “Yes, if we could have a Digital Sales Room, it would mean the world because then I would be able to track with our broker clients or if I were able to be able to easily find something and edit it in the platform, I would use it.”

So I pulled together a lot of the verbatims and then I put together the ROI breakdown of what we could see in the platform. We were lucky enough in the business case I put together to start Highspot three months before our previous contract ended.

That way we could load everything into Highspot, and do a full content audit, so we were starting clean. That’s so very important too, because what you put in ultimately will drive what comes out. But that allowed us time to do that audit, load, and tag everything appropriately in Highspot. And so that way we had a really, and do enablement ahead of that as well, to start again planting the seeds that change was coming. And these are the cool things that you’ll be able to see with it for us to have that smooth transition once we ended our previous agreement. 

SS: And since you guys have implemented Highspot, how have you overcome some of the challenges that the teams were previously facing?

HG: Adoption can be difficult across the board, but with Highspot, luckily, our adoption has been significantly higher than what we received with our old platform.

For us, I think it was consistently highlighting what was working, what top performers were using, and what they were seeing off of it, being able to track it back to specific deal conversations, and how they were able to move those opportunities forward through the content they were sharing. We also hold bi-weekly office hours where we share our best practices.

And in those best practices, peer learning is incredibly important for us. Making sure that we’re sharing what’s working with our tools and oftentimes when you have one person see what someone else is doing and how it’s helping them, that also helps to drive it forward. We also offered consistent training from video courses to one-to-few to one-to-one sessions. Luckily we’re in a smaller organization where we can offer that level of support, but to make sure we’re overcoming any obstacles, if someone wasn’t using the platform, myself or one of my team members would reach out and say, “What’s the problem, what’s going on?”

Oftentimes, it was just that they were uncomfortable trying something new, but after we showed them or they spoke to a peer and we had that connection, we’ve been able to get a much higher adoption rate.

SS: Fantastic. And you guys do have incredible adoption. I think you guys are at about 89% recurring usage. What are some tips that you have for building trust with reps and helping them understand the value of the enablement programs that you’re delivering?

HG: It’s really due to my team. Shout out to Max Costello, she’s hands on our Highspot champion, and we call her our enablement queen. She has done an amazing job with building trust within our teams. She’s the one who does many of those one-to-one and one-to-few sessions. We did many virtual sessions before the launch, Zoom training where we would walk them through the tool, show them the benefits show them how we could customize things. And then we were very lucky with our professional services agreement.

We launched this in January right ahead of our revenue kickoff last year, and so we were able to have one of our Highspot reps actually come on site, and I think that was instrumental for us to be in person as a revenue group, and then have a Highspot person from the team there along with us as a leadership team and an enablement team all together in the room to be able to together walk through it, not just over Zoom.

I know that’s not something everyone can do and we were so lucky for it. But then post revenue kickoff, holding those consistent office hours and again, sharing best practices and just staying close with our team I think has been huge for us in getting people into the platform.

SS: You’ve mentioned a few times now during this conversation the importance of using data.

And we’ve seen in our customer base that having data is key to building trust and improving value. And I know that you are very much a data-driven enablement leader. How do you measure the impact of your enablement efforts and how do you leverage Highspot to help?

HG: Great question. Gone are the days of using our gut to make decisions and to determine what’s working and what’s not working. Although I’ve worked with many people who still feel comfortable in that way. For me, data is imperative. It tells us what’s working, and what’s not working, and it helps us craft a story.

And to quote, Real Housewives of Salt Lake City, right? I need proof, timeline, and screenshots. That’s really where I come in when I’m speaking with my teams and I’m speaking with leadership on what’s working or where we should make adjustments. And that’s with every tool that we have, especially in the economy that we’re in today, every dollar invested needs to have a return.

And if we’re not getting it, we need to figure out why. And a lot of that comes enablement team. So what are we doing to make sure that the teams are utilizing it properly? So for Highspot specifically, we report back monthly to marketing and to rev leadership. We have two separate meetings for marketing.

We report back on what content resonates the most with our clients. So not only what our reps are sending, but what’s really being viewed. If we have a PowerPoint presentation that has. 30 slides. Gosh, I hope no one’s sending one that’s that large. But if a client’s only looking at, three to five of them, those are the slides that we want to focus our attention on moving forward.

That’s what really resonates. And so for our marketing team, it’s been really helpful. Especially since we’ve just done this huge brand audit. And so we’ve really prioritized what pieces of collateral we’re going to adjust to the new brand outlines based on what’s been sent and what’s been engaged with.

But then for our rev leadership, we’re able to then see, we’re able to tie the analytics back with how conversations are actually progressing from prospecting to opportunities, closed won or closed lost. And I think that shows a lot of value back into the platform. And again, we’re able to do a lot more one-to-one, one to few, given how small of an organization we are.

We have about 60 sellers across our entire team. But telling that story with the data has been really helpful for us to show what’s working and then who we need to spend more time with to maximize their effectiveness as well.

SS: What are maybe also some of the key results you’ve achieved since switching to Highspot? Do you have any wins you can share?

HG: Our organization is a little different based on the technology that we sell. We offer a tool that helps individuals choose and use their benefits. And appreciate their benefits too. My marketing team would kill me if I didn’t throw that part in there. But we do, because of what we offer, we do 90% of all of our revenue right before the traditional open enrollment season.

So truly 90% of all of the deals that our sales team is going to sign are signed between August through October each year, which then leaves many months where we’re not closing deals. We can create opportunities, but we don’t know how fully they’re progressing. So we were really excited this year to actually have that full end-to-end deal cycle from prospecting to opportunities closed won.

We were able to pull some really awesome win stories in Q3 last year that we’re able to show what content was shared throughout the journey from prospecting before an opportunity was even created, and then from an opportunity being created to closed won, sometimes it’s a couple of weeks, a couple of months, but for a lot of time we’re doing prospecting, this time of year. So we’re looking for opportunities in February that are going to close and hopefully, August through October, and having that content to be able to show the journey has been able for us to streamline specifically with our master sales decks and our one-pagers and really when case studies are most relevant in being shared in the journey.

And so I think that’s helped us a lot with bringing that to the masses and scaling what content is best to share when and we’ve tagged it appropriately in Salesforce now. So it makes it really easy when your opportunity is progressing the content that’s being shown to you. So it’s taking the thinking out of it at this point and made it really easy. So they know exactly what to share and when.

SS: Heather, last question for you. What are some goals that you have for Jellyvision in the coming year and how do you plan to continue to evolve your enablement strategy to support key initiatives of the business? 

HG: Key initiatives are always changing. So we are going to continue to be nimble and pivot as needed.

But this year we’re super excited to lean into the recent updates that Highspot has had. We’ve been very AI-forward at Jellyvision. Our CEO has really leaned in and encouraged us to lean in. So, I’m excited about the new updates to the platform. We’re actually doing a relaunch next month to our teams to roll out what that looks like.

And then one of our major goals this year is to really maximize the usage of the digital sales rooms. Here we call them client microsites. That’s our internal language, but really maximizing what that looks like. That’s what it looks like for our reps to get more out of the platform as well.

SS: Heather, thank you so much for joining us. I really appreciate it. 

HG: Yeah. Thank you.

SS: To our audience. Thank you for listening to this episode of the win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Gail Behun: Thanks for having me. So I have been here at LivePerson only a couple of months, but I’ve been in revenue enablement for about ten years. I started off as a seller and became a sales leader, and then really found the impact of sales enablement to be so powerful on the entire org. And I’m incredibly passionate about empowering salespeople and associated teams to be as efficient, and as effective as possible.

SS: I love that. On that note, I think one of the things that stood out on LinkedIn, you also mentioned your passion is around building really scalable and repeatable sales success. In your opinion, what role does enablement play in driving that for the business?

GB: I think we have to be the cheerleaders for scalable and repeatable. I think our sales leaders are very good at solving individual problems, individual quota issues, and individual deals, but enablement is well suited to look big picture at the processes and tools that we have in place that make that process repeatable. Revenue enablement has the opportunity to really streamline the effectiveness of our sellers through our tools, our talk tracks, and our training. And we’re uniquely positioned to do that because we’re not involved in a deal. We’re involved in every deal on some level.

SS:  Absolutely. Now, I know you all just implemented Highspot, but prior to that, your team had multiple separate tools to deliver enablement programs. What were some of the challenges that your organization faced with that approach?

GB: I think every organization is faced with the dreaded G-drive scope creep, where there are ten versions of this, and nine versions of this, and one lives on this drive, and this rep has downloaded the deck, and now they’re making changes on their own, and there just wasn’t tight governance. And as organizations grew, especially radically during COVID, it just got out of control.

Having a unified tool became a must-have as we and a lot of other companies have taken a slowdown in hiring and an opportunity to reset our systems moving forward.

SS: Absolutely. From your perspective, how does having a unified enablement platform help you to overcome some of the challenges to your earlier point around being able to drive scalable and repeatable sales success?

GB:  My goodness, the amount of time sellers spend not selling is upwards of 70%. It’s just crazy the amount of time that they spend getting deals through the process and looking for materials and where we can cut that time down and make them more efficient. Gives them that time back to be more customized in their engagements with their customers and be able to expand their business offerings and value rather than working through cumbersome systems. And so a single source of truth is critical to that. And that’s what a unified tech stack provides. It was one of the biggest reasons for us moving to Highspot, but the bigger reason is the buyer’s experience and the Digital Sales Rooms, and having those both under one company umbrella made it a win for us.

SS: I love that. Now, another key reason your team decided to implement Highspot was to reinforce the value of enablement as really a strategic tenant for the business. What are some of the strategic initiatives that enablement supports at LivePerson and how will you leverage Highspot to help?

GB: Our team is relatively new. LivePerson went through an enablement reset. Because so much of our sales motion is grounded in the expansion phase, so much of our initiatives this year are around account expansion. And, as I said, Digital Sales Rooms are a game changer when it comes to interacting with existing customers and showing ongoing value.

And so the ongoing value metric is incredibly important for us as we double down on that facet of our business. It also helps us dramatically when you’re talking about multi-threading and getting into additional stakeholders because with existing accounts it’s very easy to have one great champion but not go deeper than that, and Digital Sales Rooms and the engagements we have through Highspot will allow us to have more powerful multi-threading and more opportunities to open more doors within our client account.

SS: I love that. I think that’s a great initiative and a way for Highspot to help support that. Now, I know one of your goals in implementing Highspot was also to ensure a really strong alignment with marketing. What are some of your best practices for collaborating with marketing and how are you driving strong alignment through Highspot?

GB: Yeah, I don’t think there’s anything more important than making sure our sellers are up on those marketing messages because those marketing messages, that’s what marketing is talking to our accounts and our customers out in the space about, it’s what we’re known for being thought leaders: having great analytics and information. So, having a single point for that information within Highspot is incredibly important.

Our marketing team and our field marketing team each have their own sections: field marketing, especially because we do a ton of customer-facing events, and so for them to organize that for all of the sellers to see where they’re going to be out live and in person, “What type of events? What are the talking points?” Become critical as well. Sellers, even before pre-COVID when we were all at home, but especially now, we have to be able to tell each other’s stories. And so marketing is great at collecting those stories. They’re telling customer stories through case studies. Enablement, we’re telling customer stories through what we call win stories, which are more behind the scenes.

So we’re creating win stories that let us interview a seller, tell the good, bad, the ugly, and then we can tie those to those case studies. And so it gives the sellers the information they need to go out to market, but also to have the conversations behind the scenes.

SS: Fantastic. Now, as we mentioned early on, you have started the work of establishing a great foundation in your implementation, and I know that you’ve just launched Highspot to your teams. What were some of your best practices to ensure a successful launch? And how are you measuring success?

GB: We had an amazing CSM implementation manager on the Highspot side who gave us some great advice, and we did a lot of ramp-up activities. We had a cheerleading squad with internal leaders who were making videos that were hosted on the Highspot page, talking to our potential users, saying, “Here’s what you’re going to love about it, here are some ways you’re going to use it.”

We wrangled in our frontline managers and our leaders to speak to why we made this move, making sure that they didn’t feel like it was just another piece of software we purchased, and that this was critical to the way that they did their jobs. Our senior project manager on the project gamified a great deal of the onboarding.

And so you could get points for different activities and she would post out the winners. And we’re not done. We’re going to continue to share those videos over the next couple of weeks. We launched Highspot at the same time, right before our sales kickoff. And so our sales kickoff pre-work was actually to create a video and host it on Highspot.

I got everybody in and using the tool. And now we have these great videos people have made that we’re scoring and we’re going to give prizes out over the next couple of weeks. So we are going to continue to hype this. We’re going to do some, sharing and awards for a great Digital Sales Room or a great engagement that somebody’s utilized the site for, to show those best practices.

And then continuing education. We just have to continue to have office hours, see what kind of questions people are asking, and make sure the site is answering those so that we can make sure we continue to build it out. We’ve launched it, but honestly, I think we’re probably 30 to 40 percent done, meaning we have a lot more to do, and that next phase is going to be driven by more interactive content, more video content, and more user-driven content as they push us to add and make more valuable for the site.

SS: And one area in particular, because you’ve mentioned it early on in the conversation where I know you aim to achieve strong adoption is in the use of digital rooms. As you’ve mentioned, it’s a great way to get deeper into the accounts that your team’s going after. How do you plan on driving adoption of Digital Rooms with your revenue-facing teams?

GB: That’s a great question. Partially by cheerleading it through their front-line managers, making sure their front-line managers are asking, Hey, here’s this deal you have in play. Let’s look at your Digital Sales Room. Let’s look at it together. Let’s see where you’re getting engagement. As I said, the post-sale motion is a big part of what we do.

So working with our CSMs. Have you launched a room? What’s the engagement you’re getting? Not just right before your QBR, but on an annual basis. And so really working with our frontline managers to be our champions in those areas, I think is going to be the biggest push. And then again, showcasing good successes, being able to show, “Hey, this account has a very high level of usage of their room.”

We’ve got a great number of downloads. We’re seeing a lot of multiple people logging in and show that as a best case so that we can continue to say, “Hey, don’t you want to have that engagement for your accounts?”

SS:  I love that. Now, again, I know that LivePerson is just at the start of its enablement journey with Highspot, but what are some of your key goals for enablement in the year ahead? And how do you plan to leverage Highspot to help you get there?

GB: One of our key goals I’ll speak to is just what I would call a brand unification. LivePerson went through a lot of twists and turns over the last couple of years. And so having a strong unified message is going to be incredibly important.

So working with our marketing team to have a great unified message for our brand to be able to gamify that through some sales contests where we can have people upload elevator pitches and point of view decks and things like that, where they’re talking to the brand, they’re saying the words that we need them to say in the way that we need them to say it is going to be one of our key goals. Engagement within our accounts going deeper and wider, and we’ll be able to measure that through the Digital Sales Rooms and the adoption in those spaces. And then account retention is one of our biggest goals – retention and expansion. And so again, we’re pushing home on the backside of usage, whether it’s for QBRs and beyond, to make sure that we have as much engagement as possible year-round.

So how do we make sure that a Digital Sales Room isn’t opened and then we have a client login, they do their QBR and then they don’t look at it for six, seven months? So, consistent engagement is going to be important because that’s the motion of selling 365 days a year is what makes a difference. When you come up to renewal with an account, have you added value all year? And using these rooms is going to let us see that we’re giving that value out to our customers in a tangible way.

SS: I love that. Gail, thank you so much for joining us today. I really appreciate the time.

GB: Thank you.

SS: To our audience, thank you for listening to this episode of the Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi, and welcome to the Win Win Podcast. I am your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully.

Here to discuss this topic is Donny Miller, the project manager for the remodel sales training at American Woodmark. Thank you for joining us, Donny. I’d love for you to tell us about yourself, your background, and your role. 

Donny Miller: Yeah, you bet. Donny Miller, my background is mostly in sales. I have worked with mostly remodeled building materials. Originally from the West Coast, moved around a little bit, had different roles from selling through about every different channel in our part of the industry found my way to American Woodmark about ten years ago, I’ve loved it ever since. That probably says a lot about our organization being here for 10 years and I’m excited to be on this podcast 

SS: We’re excited to have you here as well. As you mentioned, you’ve had a lot of different roles, but the majority of your career has definitely been in the manufacturing industry, and you’ve held roles in both sales and sales management.

And I’d love to understand, given that experience, what are some of the unique challenges that reps in the manufacturing industry face?

DM: Yeah, thinking about all my different positions, I think one thing that kind of rings true is complexity in manufacturing. There’s a lot of complexity, especially in building materials and the products that we work with, and not only are the products complex, but the sales processes can be different. They can be different in the different channels and you have a wide range of different types of customers that you’re selling to. But, I think the big thing in manufacturing is you have a complex product that goes through a lot of different phases from when it comes in as an order to when it gets placed out.

And so being in sales and working in that, you got to have a lot of different answers. One of the things you’re looking for is I know this isn’t like a job that’s is common these days, but you’re looking for an operator sometimes, like a telephone operator where it’s like, “Hey, what answer can I find given all the complexities?”, and finding that answer very quick can be a unique challenge that we face sometimes.

SS: And how does having an enablement platform like Highspot help companies like yours to overcome some of those challenges? 

DM: Yeah, I think really connecting you to what you want, what you need, and when you need it is how an enablement company like Highspot can help you. For us, it’s going to a single source of truth.

We have multiple platforms and multiple ways in which our users potentially go into those and lots of departments that feed the front end of the business in sales, right? We have finance, HR, marketing, customer service, et cetera. To me, enablement helps overcome those complexities that we face and allow us with all of those variations to potentially give the user a tailored and unique experience.

SS: I love that. Now, you’ve shared that you actually see the value of Highspot at your organization extending beyond traditional sales-centric enablement to more broadly deliver business enablement. I love that, by the way. How does Highspot help you better enable the business as a whole? 

DM: Some of it’s a mindset, it connects us out of silos. Looking at the whole process from the front end of the business to give you more of a tangible example is you’ll have somebody like my current role in training on the sales side. So I’ll be working with marketing. We could be working on a similar type of thing during a product launch or something like that. And so to have something that allows us to both collaborate and work in different platforms, one may be working in Adobe, one may be working in Microsoft, et cetera. And to have those cloud services be able to connect and deliver in a content space that’s tailored to that individual user is huge.

And I think another big part of that is when I think of the front end of the organization, I think of like how CRMs work and making it the business, is that the CRM platforms are not just sales related. Sales have a lot to do with it, but if you think about it, a lot of those services provide cloud services for marketing, and customer care services. And so there’s a lot of different elements.

A lot of what your customer care could be saying and what your sales team could be saying could be similar, but they could also be different. And so there’s a lot of synergies you can find there. For me, it’s really looking at the content and the learning and how all of those potential uses that Highspot has with being a CMS and an LMS allows us to connect everything to all the cloud systems that these different departments potentially use. And that all sounds complex, but the end user getting it in a simple form is huge. 

SS: Absolutely, and delivering that consistency to your buyer and customer at the end of the day is absolutely essential.

That said, what are maybe some of the unique ways that different teams from sales to, as you mentioned, customer care services, how do they use Highspot at your company? 

DM: That’s actually a great example: customer care and sales, Shawnna. I like that because for us, like our sales team and our customer care team, they’re both looking for the operator that I mentioned earlier, right?

They’re both trying to call in and go, “Oh, I need this answer when I need it, how I need it.” And so for the sales team, it’s more mobile-based. Like our sales team is all over the country, they’re spread out. And so they’re not centrally located and they’re not always at their computer, so to speak.

So a lot of what they’re looking for is an answer ‘mobile-y’, and a lot of times they have a chance to prep for that answer or that thing that they’re looking for content-wise or learning-wise. Customer care is a little bit different in terms of they’re sitting generally in front of a laptop, right? They have that desktop experience, but also the pace in which they need it is a little bit different too, because they, like you and I are on this podcast live, could be talking to somebody live and going, “Hey, I need an answer right now.” Like, “I need an answer about that complex, specific part of the cabinet and I need it right now.”

So the different needs are different, but we’re able to meet those needs through Highspot in really connecting those differences here, or really, the mediums in which they’re searching. And potentially the content that they’re looking for, right? A sales rep might be looking for a video on how to set up a display whereas someone in customer care might be looking for that specific cabinet part for an order that was placed a couple of years ago. So it can be different needs for different parts of the team. 

SS: I love that Highspot’s able to address all of those needs across the organization. To shift gears just a little bit because I know that a big reason you brought on Highspot was to help deliver learning programs, particularly to a diverse set of learners across a multitude of regions. How do you tailor programs for these different audiences? 

DM: Learning battles that complexity just like any other part does. And I think, for us, we really needed more self-paced learning to maximize everyone’s experience. We’ll have mentor learning and we’ll have times where we spend in groups at meetings and you’re able to maximize that learning when you’ve gone through something like the LMS part of what enablement through Highspot offers.

And I’ll give you a prime example, Shawnna, of me with Highspot: you go to something like the Spark Conference, and before you go there, you probably want to go through a few of the learning modules. You probably don’t want to come in not having gone through that, and so it allows you to – having gone through some of that self-paced learning that isn’t classroom-based, but then it is when you come to something like Spark – you’re able to gain so much more out of your experience and learn and it helps you do more with whatever it is you’re doing. It’s similar for us, different processes, whether we’re trying to sell more or give a better.

Customer experience, that’s how to me, we’re able to then tailor it to what they need, customer care, the different sales channels. And having that self-paced learning and then tailoring it to each group because their sales processes can be different is really big and is how we’re going about it in using the Highspot platform.

SS: I love to hear that. Now you talked a lot about kind of the complexity of the sales process and the product in your world and all of the audiences obviously that you need to help enable your teams on. And I know one of your top goals is to simplify the rep experience. What are some of the key ways that you’ve been able to achieve this with a unified enablement platform?

DM: Yeah the first thing that comes to mind is I think it was in like 2020, we were doing an icebreaker scavenger hunt virtually. And we basically sent everybody out from the different channels and we said, “Hey, go and find these things.” And what we learned a lot about ourselves and searching.

It took a lot of time and whatnot. And so that complexity is really what we learned, and we learned we need to find ways to simplify that. And to me, it’s true of just sales in general. It’s an equation of possibilities of the number of potential answers that you could come up against that someone could ask you.

Same with the customer service side and really looking at, how do we minimize that search. How do we get – maybe, a better way of saying it – how do we maximize to the correct answer? How do we find that correct answer as quickly as possible? And so in ways that we’re using it is we’ve loaded our content in there. I think a lot of the search functionality that’s within Highspot allows us to get, really the goal is a speed to answer so that it simplifies their path to what they need. Like I said in the beginning of this operator concept, right? “Hello, operator. Can you tell me about this”, right? “I need the answer to that and I need it in the way that I need it.”

And that’s really where an enablement platform like Highspot takes all these different mediums, right? Whether it’s a video or an Excel document or whatever it is you’re looking for, and then within the search function allows us to get that, tailor it in spots that are specific for the user, and that really allows for simplification of the user experience.

SS: That’s phenomenal. And, it looks like your reps are already responding really positively to the work that you guys are doing to simplify the experience. I think you guys have seen a 14% increase in recurring usage just in the last couple of months. What are some of your best practices for driving adoption of Highspot across the business?

DM: Thinking about having a bad system might help drive that adoption and then show them, Highspot. I think that helps with that 14% a little bit. In all seriousness, like the whole scavenger hunt example is, we went from multiple cloud services. If you’re like us, you have multiple storage solutions, emails, communication platforms websites, types of websites, CRMs, and types of CRMs that you’re potentially going to begin to adopt that stuff.

And I remember at a sales meeting recently I asked the question, “How long does it take you to find–?” And I was interrupted actually by my counterpart who filled the spot that I left when I came into this role. And she said, “–before I stop looking?” And back to the same example here.

But in all reality, we needed a system change, and more tangibly how we go about doing that is taking an approach of champion leadership. I might be the administrator, but I’m not the expert per se, in terms of articulating at a peer-to-peer level, what somebody needs and why they would need something like this enablement platform.

And so I think one of the more tangible things that we’re doing around adoption is having that peer-to-peer connection. If you’re a regional sales manager in one channel to a regional sales manager in that same channel, you’re able to articulate and speak to, “Hey, here’s how this solved the problem for me”, “here’s how it simplified it for me”. And I think that’s really one way that we’re seeing adoption. We have just great people and great leaders in the organization that see that. 

SS: Oh, that’s fantastic. Beyond adoption, what are some of the key metrics you track to determine the impact of your programs, and how do you leverage Highspot to help?

DM: Yeah, we’re looking into ways in which it could potentially help impact our sales or our business. Maybe that’s our customer experience really at the end of the day, how can it help us sell more? We’re looking at the speed of the sale. I really feel, can you reduce in that complexity in the sales process to less time and, time is money. And on top of that, it’s opportunity. And in sales, opportunity is a lot, right? Because that also leads back to money. So, in some ways, I feel like it has a compounding effect with that time. And so a way in which we’re learning or looking at this more tangibly beyond adoption, is looking at someone who’s new. We have, like I said in manufacturing, you may have a complex product where it takes a while to learn that product and become a seasoned sales professional. And so how can we take that ramp-up time and lessen it so that they have more opportunity from being new to being that seasoned professional? Really that’s how we’re looking at leveraging Highspot. 

SS: That’s fantastic. Last question for you, Donny: what advice would you have for other manufacturing companies that are considering investing in an enablement platform? 

DM: Yeah the first thing that comes to mind is plan, and you need to look at what you need. There is a lot. I’m sure if you’re listening to this, you’re like, “I probably have a lot of complexities in my business” and taking that, and all the different things that happen in manufacturing: making that product, and going through the whole cycle, all the departments that are involved – like I spoke to earlier – and all the content that you have, the ways that content is made and looking at how all of that affects the front end of your business. And to get all of that, it takes a lot of planning, and it really takes you time to get to that point where you go, okay, what is our single source of truth? What will help us whether it’s sell more, do more, less time, more time, or whatever it is you’re trying to work towards and to me, Highspot does a really good job. The service team does a really good job of helping you plan, but the more you do that in advance and look at your goals. And what you need to get out of an enablement program, I think is only going to help you have success with it. The other advice I would give is just around looking at your CRM cloud services that you connect to and looking at a product that does cut out complexities.

Having an LMS and a content management system, what I’ve seen is, you need both, right? Because for what we work with, you need to learn it as a new employee, but then you also need to know, “what is that, when I need it?”. If my product is complex and I deal with something once a year, I need to be able to go back and find it, which is the content management side.

The first part of learning it, and going through a path of learning and understanding it is part of it. And having those two things together with some of the other capabilities that Highspot allows, and working seamlessly with your front-end solution, like your CRM platform is to me, the advice I would give in terms of looking at it is: plan those things out and see if there’s success there potentially for your business.

SS: Fantastic advice, Donnie. Thank you so much for joining us today, I really appreciate it. 

DM: You bet. Thanks, Shawnna.

SS: To our audience, thank you for listening to this episode of the Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi, and welcome to the Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully.

Here to discuss this topic is Mark Callahan, the Senior Director of Product Marketing at Strata. Thank you for joining us, Mark. I’d love for you to tell us about yourself, your background, and your role. 

Mark Callahan: My pleasure, thank you for having me on. And, as I think about how I came to be where I am today, I think about myself as a consummate storyteller by background. I have always been in technical marketing, but I realized that my knack was really around making complex stories seem more simple.

In doing so, I’ve been in both the identity space, spent almost a decade at Twitter on the developer platform, and now back in the identity space, once again, hopefully making the internet a little bit safer for people to use it. 

SS: I love that. And Mark, the identity space is a little bit of an emerging market and you are focusing on creating its own category, which means your strategy is probably constantly evolving. What are some of the unique challenges that your company faces in this environment? 

MC: Great question. Strata Identity is pioneering a new type of approach to identity itself, and it’s called Identity Orchestration. And as you look at identity as a whole, not to correct you directly, but identity when it comes to application access, usernames, and passwords have been around for quite some time.

What’s changing is how the different services are connected on the backend to make them all work together seamlessly. And, as we look at identity orchestration, it’s honestly a little bit of like identity glue. It’s making all these disparate services work together at runtime. In creating this new category, one of the hardest things to do is you have customers or prospects who are trying to pattern match.

So a lot of times we come out and we start telling our story and they say, “Oh, you mean like this?” “Or, you mean like that?” And it’s not that we get into competitive knife fights. What we really get into is, “Oh, that feels like this thing.” And so really, the important things for us as we’re making the market is owning the message and the share of voice and really doing a foundational definition of what the challenges are and what it is that we’re solving for.

One of the hardest parts about what we’re doing is our biggest competitor is honestly the status quo. It’s either doing nothing or do it as they do today. And so it’s helping people to see that there’s another path forward. Even if it’s one that on first brush seems almost a little magical and too good to be true.

SS: You guys are definitely on the cutting edge. And how does Highspot help you overcome some of these challenges with your buyers? 

MC: I was a Highspot user for many years at Twitter, and it was an excellent product for us. In those worlds, it was very much around competitive knife fights and selling advertising sales.

I happened to be on the developer and data team. Nevertheless, in realizing how easy and accessible it made content, what’s important for us at Strata is that our sales reps are looking to help set that definition that I’ve talked about: that foundational definition and owning what identity orchestration is, ensuring that they have consistent messaging at their fingertips.

And there’s almost a way that if you’re just using Google Drive or some other homegrown content management system, you always run against this problem of people keeping their own version of things, something that worked well for them; it’s the desktop storage. What we looked at with Highspot is ensuring that they always have the latest messaging at their fingertips and that they’re able to find it in a very quick fashion.

And so it’s like we get rapid development and feedback of our content, just as you would do with code. As you think about rapid development methodologies, we do the same thing with our marketing messaging. Because it is changing a lot, and so one of the coolest things I think we found in Highspot that makes it really easy for us is the visibility into what’s working.

So the analytics on how long are prospects spending with a particular piece of content, on what page, and in what section? What aren’t they using? So that we stop focusing there, and just continue to iterate and refine our materials. In a lot of organizations you create a solution sheet, let’s say, and it becomes a static piece of content for six months until you have time to cycle through it again.

We sometimes update these on a monthly basis and with Highspot, we ensure that the latest and most effective and impactful messaging is in the hands of the SDRs at any time. And they’re not just falling back to sticky notes on the screen or, whatever they have at hand. 

SS: Absolutely. We’ve been talking a little bit about rep usage, but you actually brought Highspot on as a solution for really your entire go-to-market organization, supporting teams from marketing to operations and sales.

How do these unique teams utilize Highspot and what is the value of having them all in one solution? 

MC: As we looked at this, one thing that we didn’t have a good solution for other than a homegrown option ourselves was an intranet and availability of all the different internal documents and resources that an organization needs access to.

Sure, we had Google Drive and we were able to share things that way but as we run on Highspot initially, we looked at it as almost an intranet of sorts. So it wasn’t just the impact that we would have on our external audience. It was also for internal sharing of documents and files and internal enablement across those teams.

And we came in with an incredibly niche use case, which is that in using Google Drive to store. presentation files. If you put Keynote or PowerPoint native files up into Google Drive, Google being Google, even if you aren’t intending to look at them in Google Slides, it will actually open each of those files to do a quick search and index the content, so that if somebody else came up to grab that file back down, It actually would sometimes break our formatting and break some of the things.

So it actually is not a good file storage solution if you intend to use a non-native format. And so what we’ve done is, across the team, we’re using it in different ways. Of course, the sales team is using it for the go-to-market external messaging, but internal with services and others. We’re using it for, as a product marketer, how do we talk about our new products that are coming to market and the new functionality? And so we use it as a teaching platform and internal enablement as well. 

SS: And on the teaching front, I believe you all recently decided to expand your use of Highspot to include training and coaching. How has this helped you streamline workflows for your teams and bring them into a consolidated solution?

MC: Alright, at risk of sounding like a commercial directly for Highspot, I actually do have something that was very legitimate, and that is the fact that our sales and go-to-market team spend their entire day in Highspot. We realized that if we were going to bring new training materials to them we really needed to meet them where they were.

It wasn’t log out of Highspot, go try this other LMS platform, and lose track of things. And then in the process, they’re already juggling Salesforce and other CRM-type tools for this. We really wanted to meet our sales team where they were. And so we wanted to have this aspect of almost like stumble upon learning.

Where it felt like, Oh, I was searching for this, but I actually learned something else. A little bit of that shiny object squirrel. Hey, I could actually learn something in the process of doing this. And so it’s really great having it in a single platform that they’re already comfortable with when it comes to searching and finding the content they’re looking for.

It’s also where we’re delivering the training materials. And as, as I think of training, a lot of our training is based on that external. Materials and assets as it is, so it stitches it back together into an embedded experience instead of a new window, a new tab chance to lose somebody as they’re doing that. So it really keeps this very cohesive view of things for them. 

SS: Absolutely. The more you can help reps by keeping them all in one system, it makes. Their lives just that much easier. Now you guys, for that reason, probably, but I’m sure others as well. I know that you guys have really strong buy-in and your reps have really become power users of Highspot, which is reflected, I think you guys have 83% recurring usage.

What are your best practices for driving overall adoption among the teams that Highspot supports? 

MC: Shawnna, as we think about it, I think that celebrating the internal success that other users are having with it becomes a lot of, “Wow, I want to have that success as well.” And so we have a dedicated internal Slack channel that’s simply for Highspot wins.

As the organization is saying, “Hey, I use this in a pitch and I had this type of success.” We do a lot of celebrating the feedback that we get from prospects and customers around it. Celebrating that success early on was huge because I think the other thing that comes out of that is salespeople.

I’m never one to call a salesperson, a lazy person, and I will not do that. I promise salespeople are my best friends. But, a lot of times they like to be efficient. And being efficient, they want to draft off of what’s already working. And so in doing this Slack channel, we’re able to create pitches where people are saying, “Wow if that works so well, can I use that and replicate it in my own world?”

And so there’s a lot of travel sharing of pitch formats and delivery styles as well. And so I think it’s really just celebrating those wins and every once in a while, I’ll actually give out like a spot spiff if somebody has a really incredible internal win. Nobody’s gonna turn up their nose at a quick gift card, but it’s celebrating those successes early on.
So they know it’s not just another platform or just another app that they have to use, that this materially makes their jobs easier. 

SS: I love that. And to drill in, because you mentioned some of the great examples, including Pitching. One capability you all have seen very strong success with is the Digital Rooms that we have, which again, you guys have 67% Pitch adoption, which is fantastic.

What are some of the key ways that you leverage Digital Rooms? 

MC: I think that the digital sales rooms are probably one of the most powerful things that we do use. And the reason for that is that Strata is a relatively small organization. We’re, in the 60, 70 person headcount, but our customers to a T count themselves in the Fortune 500.

And so we’re always selling upmarket to very large enterprises. And it’s a multi-step sale. And so this isn’t something where an SDR or one of our solutions engineers gets off a call and yep, take my money and let’s go. This is an ongoing process, and the digital salesroom, instead of having this threaded, embedded attachment world where things get lost across whoever’s presenting the information, it creates this very cohesive place where we continue to build out what the narrative is for the prospect or customer ahead of time, and that can be shared internally for them. And I’ve had a couple of customers even ask, “Wow, this is really cool. Did you guys create that yourselves?” And of course, it’s branded Highspot and I never want to take too much credit, you want to be like, it does make you look that much bigger than you are.

And it creates a really personalized experience. It makes it feel custom to the prospect. That’s had a lot of impact on it, and I can tell you, we had a a Fortune 20 CPG organization. Their CISO told us, this makes you easier to do business with. And when you hear that kind of feedback, that says something, and that’s all around the digital sales rooms themselves.

Can’t live without them and we love them. And one other thing that we do with those is it’s not just a pre-sales motion. Because we get the muscle memory of the customers so accustomed to the Digital Salesroom, Once we go into the post-sale world and there’s onboarding and our services team takes over, we actually continue to use the digital sales room as a content central, so to speak, hub for them to find all the materials they need.

So as you’re transitioning between teams that you sold to and the implementation teams, the Digital Salesroom becomes a really portable way to share the artifacts and keep them in a cohesive vaulted way to share across teams. 

SS: I love hearing that. Now, you talked about how you leverage Digital Rooms in a lot of your enterprise sales motions.

I’d love to understand because I think as, enablement and product marketing professionals, we’re always trying to make sure that we can correlate the work that we’re doing back to tangible results. How have Digital Rooms influenced some key business results for you all? 

MC: One of the things that it does is, as we’re selling to these enterprise buyers and these enterprise customers, they have expectations of what their vendors should potentially look like and feel like they’re not looking to work with a two-person startup.

They want somebody who’s established and has the professional polish that proves that they are a peer organization. And so I think it really up levels are the way that we look externally to a T. And it just makes us look honestly a little bit bigger than we actually are, which is wonderful. I talked about the fact that it really personalizes the experience for the prospect who’s receiving the digital sales room.

The content in it might be reused across a dozen other prospects, but it actually builds into a story that’s unique for that one prospect. Based on the content that you choose to use within the digital sales room. And so instead of having to customize a proposal or a presentation every single time, we’re able to do so with the choices of content that we share with them.

And it feels very personalized for the for the buyer. 

SS: I love that. I have two final questions for you. In your last business review with Highspot, you’d actually mentioned that your goals include expanding new logos for account managers and really decreasing your sales cycle. How are you leveraging Highspot to help achieve these goals? And do you have any wins you can share with us?

MC: Of course, everyone’s dream is that you’ve shortened that sales cycle. And as we look at the enterprise buying cycle it’s always a multi-month scenario. As you think about all the different teams who need to sign off on the materials.

As you think about an enterprise sale, especially as you are looking at identity and security software, then you also have security teams that are involved. And there’s all these different groups. And honestly. The speed with which people can get access to content really is materially speeding up the process.

It’s not oh, we’re waiting a week for this particular file that you said you would send, and it’s three emails later that just keep building upon it. The individuals and the sales, I’m sorry, the buying teams that we’re speaking with Always know that they can go look at the portal and find everything that they’re looking for there and find the most recent versions of all those things.

As a seller, you always worry about version control. Oh, hey, we made some updates. Here’s the new version dot two. On the other side, you don’t want to be putting your name behind a very expensive purchase on out-of-date information. So it’s also making sure that you always have the most recent things there.

I can tell you that in that CPG deal that we actually went from, we almost halved our traditional buying time. Now causation correlation, I can’t directly attribute all of that to Highspot, but nevertheless, it was about half the length of the time that it usually takes for one of our deals to come to a close.

SS: I love that. And that is a fantastic win. Now, you mentioned one of your favorite parts about your partnership with Highspot is that the platform is really evolving alongside your business. My last question to you, Mark, looking to the future, how do you plan to evolve your use of Highspot to support your key business initiatives this year?

MC: I would be remiss if I didn’t bring up the fact that of all the different software vendors that I’ve worked with, in all my different roles and all the different jobs in my career, not making this up: the onboarding experience at Highspot has hands down been the best single experience that I’ve ever had.

In fact, it’s one to be emulated and one that we actually want to model ourselves after as well. The onboarding team just hands down ensured our success throughout. And in doing that, it made us feel very confident in using the platform and almost coming up with use cases that we were like inventing things on our own.

“Hey, could we use it for this as well?” And there was that thought of, “Yes, you could.” And it was proof positive that we had done our job in the onboarding experience. And so an example of this is as you start looking toward more channel sales mediums, whether it’s a technical partner that you’re working with for co-engineering, or it’s a channel sales motion, we’re going to be leveraging Highspot for partner portals and partner enablement materials and the like.

And I think also as a product marketing manager, I’m always looking at ways to up-level our internal knowledge of our offerings. So it’s become my new de facto training platform and teaching platform. So as a storyteller, you want that soapbox to stand on. And I actually found it in Highspot.

SS: Fantastic. And I’ll have to pass along those kudos to our onboarding team, they’ll love hearing that. Mark, thank you so much for joining us today. I really appreciate the time. 

MC: It was my pleasure. I really enjoyed it, thank you. 

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi, and welcome to the Win Win podcast. I am your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully.

Here to discuss this topic is Chris Ho, the sales asset manager at Uber for Business. Thanks for joining us, Chris. I would love for you to start by just telling us a little bit about yourself, your background, and your role.

Chris Ho: Hey Shawnna, thanks for having me here, super excited to be here today. My name’s Chris Ho. I’m currently based in San Francisco, California, and I’ve been here for about three years, and I originally grew up in Monterey, California.

I’m currently a sales asset manager at Uber for Business, working under the sales enablement team, which sits under the larger umbrella of sales operations. I currently manage a few enablement tools, which include Highspot, Lessonly, Seismic Knowledge, and Gong.

SS: Wonderful. Now, Chris, one of the things that I noticed as we were preparing for this podcast on LinkedIn is that you actually have an engineering background. How does that background influence your approach to enablement?

CH: Sure. So when it comes to my work, I’m a very process and execution-oriented person. I also generally tend to take a data-driven approach to problem-solving. I imagine this way of thinking is largely attributed to my engineering background. I generally try to think in terms of what we can tangibly do. Bringing this back to enablement, you know, while sales enablement does, have a very high potential for positive impact, as we all know, I think it’s oftentimes difficult to concretely measure and communicate sales enablement’s impact with existing tools. Not just our existing tools at Uber, but sales enablement tools in general.

I think the sales enablement industry has a lot of analytical white space. I feel there’s a lot of benefit to be gained from better, more convincing correlations to business outcomes. I think many sales enablement teams, including ours, are well-positioned to provide convincing and data-driven correlations to business outcomes if given the right tools.

SS: I love that. Can you give us a little more insight from your perspective? What does a good enablement strategy look like? And, you know, maybe in other words, what are some of the key components of your enablement strategy?

CH: I think, we generally base our enablement strategy on principles. And the four main principles we tried to lock in, it’s going to be buy-in, engagement. scalability and support. And what do I mean by those?

So buy-in is like a prerequisite to receiving any engagement from your participants. If there isn’t buy-in from your participants, or if they don’t believe in what you’re doing, then you can expect low engagement from them when you actually try to roll out the strategy.

Engagement, you know, a lot of our job is about teaching behavior change and ensuring the adoption of new behaviors. In my opinion, participant engagement is absolutely necessary to realize any results from the things that we teach and implement.

Then there’s scalability; a scalable strategy is a sustainable strategy. In order to have a consistent standard of excellence across large organizations, I think it’s critical to have a scalable process that can meet the needs of growth.

And then lastly, support. So every enablement strategy, I think should have some sort of support system to back up the training, the teachings, and the coaching, whether it’s having a subject matter expert on call, PDF resources for best practices, or creating slack channels, or whatever. Or, you know, Google chat channels for quick answers. I think reps need support to sufficiently carry out their complex set of duties.

SS: I love that four-pronged approach. And, you know, as you mentioned in your intro, you all leverage Highspot there. What role does Highspot play in your overall strategy for enablement and what, from your perspective, is the value of having an enablement platform?

CH: I will preface that Highspot is a very useful tool for us and unlocks a lot of value, and it was fairly challenging to summarize this, but, you know, I think at its core Highspot serves as our central repository for sales content, internal and external. It currently provides a great means of distributing content and tracking engagement internally and externally. So this means tracking how our reps use content, as well as enabling them to see how their customers use our content. I think Highspot or, enablement platforms in general, provide a very unique, versatile, and intuitive way to track the performance and engagements of our sales team with the content that we distribute and hand out. So this enables us to create a data-driven feedback loop that informs how we iterate upon our enablement strategies in the future.

SS: I love that. And since implementing Highspot, you have actually driven a lot of innovation around kind of the way that you guys leverage Highspot at Uber Business. One of those areas is with Digital Sales Rooms, which I know that you’ve put a lot of work into, and you’ve actually increased the usage by 75% in the last few months.

Tell us a little bit about how you’re leveraging digital sales rooms, or DSRs for short, and maybe some of the results that you’re seeing.

CH: Yeah, the different types of digital sales rooms our sales teams are generally using depend on the stage of the sales process that the seller is in. So for example, someone at the top of the sales funnel would likely use the digital sales room to provide living deal rooms that provide a personalized introduction to our products and services.

Someone mid-funnel might use the digital sales rooms as a repository for posting content related to the customer’s mutual success plan, helping both parties stay aligned on the latest updates in the business relationship. Someone at the end of the funnel might use the digital sales room as a living customer support website to help customers post-launch.

In terms of results in general, we’ve seen that a good digital sales room for a quality customer relationship can enable larger returns of use effectively. So, you know, at Uber, our digital sales room has served as a really great forum to get users and at Uber for business, we work with businesses and their employees.

We see that the digital sales room has been a great value add for getting employees to get a taste of the products that we deliver.

SS: I love that. And as I said, you are definitely on the cutting edge. And as we look to some of the innovations we have coming, we’ve heard that you’re really excited about a few features that are being launched. One is our team scorecard. I would love to understand from you how are you envisioning being able to leverage that and what’s exciting about it to you?

CH: Going back to what we were talking about earlier with respect to there is a lot of analytical white space and sales enablement industry. I think the team’s scorecard really helps fulfill this gap that we’re seeing at its core.

Prior to the team scorecard, we were always looking for ways to correlate our team’s performance and our team’s engagement with content and correlate that back to sales performance, and using a lot of roundabout and jerry-rigged ways to do this reporting and to surface results and any trends.

I think the team scorecard is going to be a really great tool to be able to consolidate the information in an easily digestible way and allow us to distribute performance and any correlations without having to use so many different tools or integrations, etc. It’s all in one place being updated live as we go.

SS: I love that. I think another area of innovation that has definitely driven a lot of excitement in the enablement space is artificial intelligence or AI. I’d love to get your perspective. Why, from your perspective, is AI an important topic to pay attention to, especially given the current sales landscape?

CH: Yeah, in my opinion, if you’ve already used some sort of AI platform to help you with your work, you probably know that it can be extremely useful. With that being said, if you’re not already using it, I honestly think you’re probably behind. Your peers in the competition who are effectively using it are likely operating at a significantly higher productivity than what you might be used to.

That’s just my take. The sales landscape in tech is increasingly becoming more complex, requiring a high cognitive load on our sales reps. AI will be instrumental in reducing this cognitive load while enhancing sales effectiveness through guided selling capabilities. What we want to do is get to a place where we can automate the best-recommended sales motions to sellers at the right time, giving them more time to focus on high-impact contributions to close the deal.

SS: I love that. And specifically, how do you think AI is going to benefit the enablement industry?

CH: Yeah, I think in short AI will scale the amount of enablement that can be provided by the same number of team members. It’ll allow enablement team members to focus on higher impact tasks while continuing to provide a tailored just in time learning and selling experience.

SS: I love that. And you were actually a beta user of one of Highspot’s AI-driven features, Highspot Instant Answers. Can you provide some first-hand insight into how practitioners can use this feature and its potential impact?

CH: Yeah. I have a fair amount of thoughts on Instant Answers. And I’ll start by saying that I think it’s a great product, a great feature, I should say.

And we’ve been using it a lot. As of late, I think Highspot’s Instant Answers have unlocked our ability to quickly update our knowledge base at scale, and also unlock all of the great insights and knowledge that our content management system has, which previously wasn’t always readily available. I think the most notable impact is that you can take advantage of the versatility of Highspot to create your own decentralized process for keeping content up to date, while centrally maintaining visibility and accounting for hygiene, all without too many steps.

I know it sounds like a lot, but really, we want to get to a place where we can hand out the responsibility to the subject matter experts to update the content that they’re providing, and then centrally keep that visibility to make sure everyone’s being held accountable and everything’s updated and accurate. As folks are listening to this, and people are working with new AI tools, I think given the newness of AI-generated answers, it’s important that we continue to think of ways to reduce errors and human oversight.

SS: I could not agree more. We’re all still learning our way through a lot of the new AI capabilities, but I am very excited that we have this path now toward being able to leverage AI to make all of us in enablement and our reps more efficient and more productive.

So thank you, Chris. Last question for you, really appreciate it: as we continue to see all of this innovation in enablement technology, we’re What are your best practices for optimizing and evolving your enablement strategy to keep pace with this new innovation?

CH: For a few years, I think it’s been a mission of most sales enablement teams or companies to consolidate and simplify the sales workflow from the technology perspective.

Hence why so many places place such a strong emphasis on the importance of integrations as a prerequisite to onboarding any new software. And only now are companies producing their first iterations of a unified seller experience, conjoining CRM content management tools, learning platforms, knowledge platforms, etc, all into one.

So in principle, I don’t think the best practices change. I think what’s been most helpful for us with the advent of so many new technologies being implemented is to constantly have your ear to the ground, building relationships with sales and gathering buy-in piece by piece as early as possible; and extra emphasis on the “as early as possible” and “piece by piece”.

We’ve almost considered it like a cheat code to success. I think oftentimes when you’re rolling out new platforms, and new innovations to a large set of people, we all know that there’s so much reluctancy involved with adopting new behaviors. So we found that it’s absolutely critical to really have the boots on the ground, and work on one-on-one to understand the seller experience and slowly gather and accumulate that buy-in from the decision makers that you work with cross-functionally.

SS: I love that, and I love that you guys are trend-setting at Uber Business. You’ve done a fantastic job there, Chris. And thank you so much for joining this podcast. I really appreciate the time.

CH: Yes, thank you so much for having me, it’s been great.

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Kris Richardson: Sure, thank you, glad to be here. I’ve been at Apptio for about eight years. My role is I’m responsible for all of the sales training, not only for our interns or sellers but also for our partners.

My background is actually in sales, I started years ago. Instead of going to med school, I started with a company called Nextel selling phones to businesses. I found myself interested in training my customers and from that, started into sales training, and I’ve been in this side of the business for about 25 years now.

SS: Well, we’re excited to talk to you, Kris. Apptio has been a long-time customer of Highspot, but before Highspot, your team leveraged a different enablement platform. Can you tell us a little bit about that experience and maybe some of the challenges that your team faced at that time?

KR: Yeah, it was quite the experience. It was not a good experience for our sellers. It was a very, what I call, bland interface. So, it was a poor user experience. They couldn’t navigate very well. The search didn’t work very good. For anybody that was trying to create content, which was mostly our team and the marketing team, it was very, very clumsy.

It would take sometimes hours just to stand up one little section with, some text in it, in a link. So, that was very difficult. And then, we didn’t have a lot of analytics. We couldn’t see, what are the things that our sellers were looking at? What was driving them to certain pages or certain content?

Without that information, we didn’t know what was working. So, we were just putting up everything we could every day and hoping that our sellers were clicking into it. 

SS: How have you been able to solve some of those challenges that your team is facing since implementing Highspot?

KR: I think the biggest was the ease of use. Our sellers love the internet-style paging, they’re used to that. They’re always searching on their phones and on the internet themselves. Seeing the buttons, and being able to click on an image or a button and get to what they need. Being able to just navigate, and search super easily.

The search engine with Highspot is so powerful that we can tag certain items and it will populate exactly what a seller is looking for whether they put in the right information or not. And then going back to what I said in the previous question is that for our folks that are building “spots”, what Highspot calls their pages, it’s really easy to stand up a new spot.

You can literally copy something else that happened a few months ago, change a few things and you have a new version of that that looks refreshed and updated. And then finally the biggest is that we have the analytics to see what our settlers are looking at and what they’re not looking at. So we can take that information, it allows us to promote the items that seem to be really popular, and then archive the items that aren’t being used.

SS: Amazing. Now, as a little bit of background, I think Apptio recently went through an acquisition, and I think we all know MNAs can often present a lot of change for sales teams. What were some of your best practices for helping your reps really navigate that change? And, and how did you leverage Highspot to help?

KR: The first thing we did was stand up a page directly related to the acquisition, a lot of questions, a lot of moving parts, so we made on our home page, the landing page when folks come into Highspot. Our sellers see a big banner that basically says, “Hey, here’s where you need to go”. Once they click into that, we had all of the relevant guides, any calls that were held.

So the recordings of those calls, any PowerPoint decks or slides that were used in those calls, any relevant guides related to the acquisition. So it was super easy for them to find that just by going to the homepage, they could click in there, and get what they need to, to stay up to date on the changes.

SS: Absolutely. And even throughout all of that change, Apptio had a fantastic recurring usage rate with Highspot. I think you guys were at consistently 80%. What are your best practices for driving adoption? 

KR: Well, we put almost everything that a seller needs on Highspot. With my background in sales, we always think of where would a seller go to find this? What would they search for? And we promote and serve up the things that they’re going to use most often that that’s going to be most useful for them in their day-to-day job. So anything critical gets put onto the homepage. That could be any call that we have any content that we want to promote.

And then we have a series of enablement calls. We have at least one a week. Sometimes we have three to four, they could be role-based calls. They could be regional calls. They could be sales skills or process calls. But every time we do a call, we promote. On those calls. Hey, what’s new in Highspot? We have slides and we talk about what’s new and what they can find. And then as soon as that call is over, we post those links to those calls and those decks right there in Slack, and through email. So everybody knows if they need to find something, they go to Highspot. So, I think that’s what drives the usage for our sellers.

SS: That’s amazing. Shifting gears just a little bit. One area where you guys have also seen really high adoption is sales plays, and you’ve touched on them a little bit. You guys have 69% adoption. Tell us about your sales play strategy. How are you leveraging plays to effectively guide your reps on how to land a lot of your key strategic initiatives in the field?

KR: It really starts with onboarding. Sales plays are a key part of what we call our Ignite and Spark seller onboarding. And so every time somebody goes through onboarding, one of the key elements is we point them to the sales place. We want to get them used to it right away, going to find content on Highspot.

Some of the activities might be, go look at a certain piece of content on the sales play and then go apply it, whether they do a role play with a mentor or their manager, maybe they are filling out some seller prep content and they’re sharing that with us through onboarding. So they immediately know to go to Highspot because of that. Anytime we also have a product change or maybe there’s a new persona that’s buying the products that we’ve never really dealt with before, perhaps a new competitor that has emerged those sales plays get updated. So anytime there’s new information out there, we try to get to the sellers through the sales place.

And again, continuing to promote anytime there’s updates through Slack calls, et cetera. And then finally, I’d say we use the sales plays a lot of times for prerequisites for training. For example, we have our sales kickoff coming up in two weeks. And part of that is, “Hey, we’ve updated the sales play for this product, or that product.”

Go review that before you get to the sales kickoff. So again, driving that, that a constant need to go there to get the information they need has been, I think—one of the factors for success with the adoption of reviewing sales plays.

SS: Absolutely. And you touched on this a little bit, but as your business has experienced a lot of change, how do you keep the plays updated and optimized over time?

KR: Well, I think we’re lucky in that we have a product marketing team and they have very specific folks that own each of those sales plays. So they tend to be the people that are in the know. So they know when there is a new competitor. Maybe there’s new objections that are coming out. They know when, you know, new personas, they know there’s new updates to our products.

So they’re the ones that can make those changes as soon as possible. We also filter feedback from our sellers. So if the sellers are seeing stuff, those get filtered right to the product marketing team. And again, they have that ownership. The other thing is we’d like to pull the data to see. What are the sellers doing on those sales plays?

What are they looking at in those plays? Are they remixing any of the content? Are they pitching any of that content? And if they’re not using some of that content, can we just get rid of it? Can we move it off there? So the sales plays nice and clean and constantly looks refreshed. So I think that makes it, makes it easier when sellers can get in there.

There’s not, they’re not overwhelmed. They see the information they need and know they’re going to use, and they can also say, Hey, that’s, that’s new content that’s updated. And so they constantly go there to find that new information.

SS: I love that. On the topic of optimization, I noticed on LinkedIn that you mentioned you focus on moving the needle against key business outcomes, such as win rate and quota attainment. How do you measure the impact of your efforts on these types of metrics?

KR: I mean, I think in general, it starts with onboarding. We make sure that our sellers complete their full onboarding program, that Spark or Ignite program that I mentioned. We also make sure that we review their activity. What are they doing and how does that correlate to the pipeline that they have?

And then ultimately, how does that correlate to win rates and their success? We want to make sure they’re not just getting lucky, that they’re doing the work. They are learning, they’re honing their craft, honing their skills, and they’re applying that by having calls, conversations, meetings, et cetera, pitching things from Highspot so that the pipeline, the activity, the knowledge results in those win rates and, and quota attainment.

SS: How has your usage of Highspot helped you influence some of those metrics, and do you have any wins you can share? 

KR: Yeah, I mean, I would say as it relates to Highspot, one of the big things that we look at is the scorecards. Are reps active in Highspot? What are they doing in there? Are they reviewing new content? Are they honing their skills? Are they building their knowledge? If they are, we know that they’re more likely to succeed. They’re more likely to close deals because they have the knowledge and skills to be able to do that. We want to make sure, are they remixing content. Are they downloading content?

Going back to the pitching, that’s super important. Are they pitching content? What’s working? What’s not working? Then we can share that information with other sellers so that we can say, “Hey, look, Bob over here has been pitching this particular set of materials. And he seems to be getting a lot of meetings.” It’s, it’s great for us to share that. So I think looking at those metrics helps other sellers in addition to just the ones that are really active in Highspot.

SS: Amazing. Chris, since we have just turned over to a new year, as a closing question for you, looking at the year ahead, what are some of your team’s top priorities, and how do you plan to leverage Highspot to help you achieve these?

KR: Yeah, I would say Highspot is critical. As we mentioned, we were acquired by a company in September. Some of the organizations, not all, have gone through what we call transfer of employment. So some of us are actually employees of that company. That gets to be difficult when not all of your employees are. So we’ve got to make sure that everybody’s on the same page. Again, that’s why we put everything on Highspot that’s why we’ve stood up this page in particular about what’s happening, what’s coming, what’s new. But we’re about to go do a transfer of business. That means everybody in the company will be employees.

Everybody in the company has to operate under this new company’s guidelines. And so I think the good thing for us is all of our sellers know that our processes have been consistent. Our sharing of information has been consistent and that’s been through Highspot. By putting the information in Highspot, sharing it in Highspot, they know they can always go there to make that change management a little smoother. I say us personally as a sales enablement team,  and a partner enablement team, our goal is to really improve our search results and that goes back to tagging, and sharing like content. We do a pretty good job of it, but we have a lot of authors, and we need to get them better at it. We have a whole, what we call governance committee that gets together, an author committee making sure that they are doing the things that our team does to make sure the search is great, that sellers can find what they want quickly.

And then finally, it’s really about getting rid of stuff that’s not being used, archiving content, because if you don’t stay on top of it, you could have a huge library and people are finding stuff that’s not relevant. So making sure that everybody that is authoring stuff is archiving old stuff, and just keeping the new stuff front and center.

SS: Wonderful. Well, Kris, again, thank you so much for joining us today. I really appreciate it. 

KR: Yeah, thank you so much. This has been great. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi, and welcome to the Win Win Podcast. I am your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. 

How can you boost rep productivity with a unified sales enablement platform? Here to discuss this topic is Andrea Holzworth, the vice president of sales enablement and customer operations at Project Lead The Way. Thank you for joining us, Andrea. I’d love for you to tell us about yourself, your background, and your role.

Andrea Holzwarth: Thank you for having me today. I’m Andrea Holzwarth, as you mentioned serving as the vice president of sales enablement and customer operations for Project Lead The Way. I’ve been with Project Lead The Way for eight years now served in a variety of roles. Mostly on our sales team, so I served on our school success team, our new district engagement team, and our strategic accounts team. I recently transitioned over to our customer operations team in July, and really in this role I serve as the leader of our sales enablement, so providing our sales team with all the resources that they need, all the professional development coaching training they need, while also solving some of those operational challenges that we may have. Whether those are internal or external, just making it easier for our customer to implement Project Lead The Way.

SS: I love that. Now, prior to Highspot, you were leveraging a different platform for enablement, including a separate learning management system. Can you tell us about that experience and ultimately what led you to decide to really consolidate your enablement tech stack?

AH: As you mentioned, we were using a variety of resources, and as you can imagine with a variety of resources, there’s really no source of truth of where the right resource is, or where that learning is. And so, Highspot really was selected by Project Lead The Way as our sales enablement tool because of its ability to be the source of truth but also its ability to integrate into Salesforce. It’s an easy-to-build learning management system for us. 

A couple of the other things that we really appreciated about Highspot was the ability to provide sales plays to our team. So, the “know, say, show, and do” to really equip our team with the right resource at the right time to the right audience. And then we also really appreciated the development of talk tracks and how we can provide team members the opportunity to listen to their peers and some of those role-play conversations around targeted topics or specific PLTW programs. 

SS: I love that. What have you seen as the impact of having a unified solution rather than separate siloed tools?

AH: We’ve seen quite a bit of impact so far, but I’ll say that Highspot really provided our team a unified vocabulary and again, that single source of truth. And it also allowed our sales team to be really more efficient and effective in the field. Instead of digging around trying to find that one resource, they were able to find everything in one spot.

And it was also tagged correctly. And I say “spot” a little bit of pun intended there, but it allowed them to find everything they needed. I mentioned this earlier, but we do like to say the right resource, right time for that right audience. 

SS: I love that. And you guys are actually driving fantastic adoption across the board, so kudos to you and the team. I believe you guys have a 95% pitch adoption rate and 68% play adoption. What were your best practices for ensuring a successful launch when you first rolled out Highspot? 

AH: Yeah, we’re very excited and encouraged about our initial implementation, definitely some early wins for us, which has been just phenomenal for our sales enablement team, but also for our sales team as well. We took two approaches and I will say that we started developing our implementation plan far before our launch date. We wanted to really take a two specific approaches. The first approach is the “do with, not do to” mentality. And the second was to go slow to go fast later. Obviously, those sound very corny, but that’s what we kept going back to every time we were developing our implementation plan.

We wanted our team to feel those small victories along the way. So we started off with really small monthly learning. I’ll give an example: our launch date was actually October 5th, and we shared only one expectation for the month of October for our full team. Send five pitches. That seems kind of small and some people got it done within hours and the others took a couple of days or weeks. And that’s okay because that’s all they need to do is send five pitches. We wanted to bring everyone alongside us and have an impact on that early timeline.

We wanted them to get comfortable. The other piece that we did too develop a feedback group before our launch date and this has helped us to pre-identify some team members that we thought would be early adopters. And most of them are, and so that has helped us gain feedback from our, from those using it. So again, do with, not do to. 

SS: I love that motto. Along those lines, as you mentioned, one of those things that you did to help build that momentum was get feedback and create a super user group. Tell us more about that. How did that help you drive adoption?

AH: Yeah, so we developed that super user group or we call it our engagement team feedback group – and just for reference our sales team at Project Lead The Way is referenced as our engagement team – we wanted them to be those that were driving the adoption So we didn’t want it to be something that was happening.

From the operations team, you must do this. It is really like I’m doing with them and we wanted them to be leaders within their groups, so we asked for a couple of commitments right away from those team members and those commitments were one: commit for a whole group, a whole year to be in that group, and not to prioritize meetings. We know that there’s lots of meetings, lots of conflicts, but to prioritize attendance. 

And the second one was really laid out pretty clearly was we want to provide Brene Brown’s “clear is kind” feedback, meaning we didn’t want it to just say, “Hey, this is great.” “No, it’s all going well.” What wasn’t going well, how could we learn that? Before we took that learning to our full sales team, we can work out some of those kinks. And then the other thing that we’ve really seen success with is this group has continued to provide that feedback along the way, but they’ve also taken their learnings and experience and shared it with their home teams.

And that wasn’t a requirement and something we even said it’s just they were identified by their leaders as being super users And so it was a nice way for them to have some of that peer-to-peer learning As opposed to you know, the customer operations team coming in and sharing so we host those monthly learnings as a full team And then our super user group goes and shares in their individual teams, which they also kind of share some of their tips or tricks how to do something a little faster or a workaround which is just fun to see as well.

SS: I really love that approach. I hope some of our other customers can take advantage of that and implement that within their own organizations. Now, rolling out a new tool and driving adoption can also require some behavior change. What are some of your best practices for motivating that behavior change? 

AH: We all know change is hard. No matter what change you’re going through, your personal, professional, change is going to be hard. Everyone has a certain threshold of change that they can take before it becomes uncomfortable. We really wanted to sit there and identify and bring everyone alongside us in that change, so we wanted them maybe to feel pushed a bit outside comfort zone, but never to go past that threshold. We wanted them to feel successful. I think that’s one best practice. Not going again too fast, maintaining some of that slow momentum. So you’re bringing everyone with you. 

The thing that we’ve loved to see over the last couple of months, their implementation is we have some that aren’t necessarily the super users, but yet they still want more. They want to keep learning more. They want some more nuggets where we have another group who’s just kind of staying along right alongside our learning. So it’s been a really nice thing there. Another best practice I mentioned earlier, but again, it’s. Do with, not do to – so how can we bring everyone with us in this learning? How do we make everyone feel a part of our implementation? It’s not something that they have to do, it’s something they’re getting to do. 

The other thing that we really did in the beginning was share the end result. Highspot was a change and our team is very mission-driven at Project Lead The Way, so we wanted to showcase to them how utilizing Highspot was going to feel better to our customers. One of PLTW’s core values is customer centricity. Our customers are at the center of all that we do. And we truly believe that Highspot as a resource makes a more customer, seamless customer experience. And so we shared that with our team and showcased that to the team so they knew that, “hey, I’m not only doing this because we’re changing over to this, but it’s also better for my customers that I’m serving.”

Lastly, I’d say data helps. So we’re now able to showcase to our teams how effective their outreach is. In some ways before, we could say if someone was opening an email, but now we can show if they’ve opened it, how long they viewed it, did they share it. And we were just somewhat in the dark before. Empowering our team with data, just helping them to want to own some of their own learning and Highspot, too. 

SS: I think that’s fantastic. And you guys actually have a very unique and specialized sales team at Project Lead The Way. A lot of them actually come from a teaching background rather than a traditional sales background, which is amazing.

What are some of the unique considerations you have for driving behavior change amongst a slightly less than traditional sales team, and how does Highspot help? 

AH: At Project Lead The Way, we see a strong value of team members who have that experience from our customer base within our PLTW network. Many of our team members do come from our network prior to joining us. I’m going to go back to what I mentioned earlier, but Highspot provided us with that common vocabulary. It also gave us consistency across the board, and we could share that there was something that if a school was contacting us in California or even in Florida, they were having that same customer experience because of Highspot, we were able to showcase that consistency.

It’s also provided an easy button for our account owners and they don’t have to search for things. They don’t have to maybe assume that someone needs something or, you know, try and put themselves in those, the shoes of that customer. We really have done that legwork for them by putting things in particular spots and showcasing or tying them to the correct opportunity stage. We’ve made the easy button, so there’s not a lot of other additional thinking. They can just build the relationship, which is what our accountants are so good at; building relationships with our school districts. 

SS: I love that. Training programs play a really big role in being able to drive behavior change. One of your key initiatives for the year ahead is to build out robust onboarding and training programs. How are you designing these programs and leveraging Highspot to help deliver them? 

AH: We believe that onboarding for a new team member is one of the most crucial times when you’re bringing on a new team member during their tenure. We want every team member to get that best fundamental start. We want them to be foundationally sound but also see the buy-in and understand where we’re going as an organization, and we believe we had a pretty strong onboarding experience before. But, a lot of our onboarding was built in-house, and it was a lot of meetings with other individuals, and we are trying to take down the amount of meetings that we may have, and we’re trying to define, but also decide what is the best way for some of that learning.

Highspot’s learning management has helped us do that because we can build courses. We can also check for understanding along the way. It’s not going to replace every meeting. We believe, again, those first four weeks are really crucial. We want that new team member to feel interaction, to feel a relationship building with Project Lead The Way. But some of those things are very operational or very administrative. How can we take some of those and put them into Highspot that they can do on their own time? Instead of having to schedule some meetings, we’re still dipping our toe into what that looks like. We’re excited to transition some of that learning into Highspot

SS: I love that. What are some of the early wins that you’ve started to see since you launched Highspot and how are you measuring success? 

AH: That’s a great question. There’s lots of ways. I think I was talking to someone the other day – Highspot gives you a lot of data and there’s so much of it to look at, you don’t have to identify which data that you’re looking at.

One of our early wins: I mentioned our October learning, so our November learning was that all of our lead outreach would move over to Highspot and would use pitch templates. Again, create consistency for us. We had never had a consistent lead outreach experience before. We moved all of that to Highspot, and the biggest win that we received from our sales team was that we could show to them by the end of the month that we had a 71% open rate for all of our sales-qualified lead outreach. We could never share that data with them before because we didn’t have it and it wasn’t consistent again a school in California may have been getting a different email than a school in Connecticut. We wanted them to have that and seeing that data helped them get again additional adoption and buy-in. That was one of the big things. 

Then, I’ll just say, we keep hearing anecdotal feedback too, from different team members along the way. My favorite is when team members will reach out to me via teams and just share their experiences. The other day, one of our top performers messaged me and said, “Oh my gosh, Highspot, such a game changer for my lead work. I was able to get through 30 leads in 20 minutes.” And it was like, “Wow, that’s awesome.” That’s more time for them to be out in the field, for them to be supporting customers instead of, you know, just sending an email kind of thing. So lots of different ways to see success, but that’s really where we’re starting with. 

SS: I love those. Those are some great early wins, Andrea. It’s the new year. So, my last question for you: how do you plan to continue to optimize your enablement strategy with Highspot in the year ahead? 

AH: Yeah, we did develop a year-long implementation plan. I kind of mentioned this earlier, but we wanted our team to feel confident, to feel comfortable with Highspot this year.

Our full first year of implementation was just what we thought success would be if we were adopting, comfortable, and confident. So what we’ve done is starting in October of this year, we identified one monthly learning each month, and then we build upon that each month as well.

And so that’s our plan, to continue building on. We put some of those bigger nuggets, the exciting things, a little bit later in the year because we wanted the team to be operationally sound with Highspot. But for example, our digital rooms are going to be coming up soon. That’s where we’ll be sharing with the team.

Also, more sales plays will be involved with the team. And so we’ve shared that calendar with the full team. We want to be transparent in this. We do have an asterisk, “subject to change”. Things may change along the way, but we have shared with them what that learning is going to be, and also what that expectation of what to do with that learning.

So, we’re all in with it, we’re going to keep rolling, and we’re excited to see how far our team goes. We already have some team members who we haven’t shared a digital room with just yet, but they’ve done it on their own because they’ve done some self-learning and we’re excited about that. They’ve been in there.

They’re the ones early adopting. So we see some early success and we’re excited to see the rest of the year with it.

SS: I love that, I am too. I’m excited to see how you guys succeed in the year ahead. Well, Andrea, thank you so much for joining us. I really appreciate it. 

AH: Thank you for having me.

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Here to discuss this topic are Sara Hughes, senior manager of marketing operations, and Lindsay Simons, senior director of acquisition marketing at Limeade. Thanks for joining, Sara and Lindsay! I’d love for you to tell us about yourselves, your backgrounds, and your roles. Sara, let’s start with you. 

Sara Hughes: Hi, I’m Sara. I’ve been at Limeade for just over six years now, and I have played many different roles on the marketing team here, from project management to marketing operations, and have quite a bit of experience using Highspot and how to really leverage it for our organization.

SS: Welcome, and Lindsay, how about a little bit of background on yourself? 

Lindsay Simons: Hi, I’m Lindsay, and I’ve been at Limeade for nine years. I started off smiling and dialing in an inside sales position, and today I am the senior director of acquisition marketing. The budget line item for Highspot is under me, and so is Sales Enablement, as well as a couple other fun programs too that we’ve made Highspot a key part of the function. I am excited to be here today.

SS: Wonderful. I’m excited to have you both here. Now, prior to Highspot, tell me what were some of the challenges that your organization was facing and how is that impacting your roles in the marketing world? Sara, if I could send this one to you, I’d love to hear your perspective. 

SH: Yeah, absolutely. One of the biggest issues that we had in our organization was that since we are a SharePoint org we have all of our files and all of our documents there. One thing that was very difficult for us to control and manage was version control. The introduction of Highspot really helped us leverage the tool in order to not only protect the content that we have but also protect our employees so that they’re leveraging the latest and greatest and so that all of sales and marketing is really singing from the same songbook. 

That’s something that was a huge issue for us especially, as you know, in marketing you’re constantly revving and iterating on all of your different assets and constantly trying to stay as current and up to date as possible. That was one of the biggest reasons we really got Highspot and signed on in addition to just the need for sales enablement and really enabling our sales teams to do the best work that they can with the materials that we would create for them just on sales enablement.

LH: On that note, for a while there, marketing became almost a service counter for just content, and then the content would be in the wild, and we’re like, how’s it going out there, content? This really helped us start to be a leader and to proactively say, here’s the content, how to use it, when to use it in a playbook style, and then have great insights into usage. For a while there, we were flying blind with content and just saying yes. I think that was a huge shift. Now the team just knows it as sales enablement, but for a while there, there was a lot of pain.

SS: I bet. How have you overcome some of those challenges? You guys have touched on it a little bit, but how have you overcome some of these challenges since implementing Highspot? 

SH: We’ve actually integrated our Highspot instance with our SharePoint so that we’re updating it in one location on SharePoint. Once we’ve gotten new content, new creative, new angles, and even embracing new industries that we might be selling to, things like that, and creating custom content. By uploading it to SharePoint and having that integration with Highspot, we are able to stay automatically up to date with the latest and greatest.

I keep going back to the version control piece, but that is such a huge piece, especially as messaging is constantly changing. It’s also helped us really create and form that link between marketing and sales so that they know exactly what we’re working on or what is the latest and greatest based on what is showing up in Highspot for them so that they know they’re not missing something. They’re always getting the latest and greatest from us. 

LS: I would just say in addition to that, because you’re spot on Sara, and I think as we onboarded new employees and showed them our content and how we use it, we started to really leverage Highspot as a great onboarding tool and create these homepages for different teams. They can get familiar with the content and then have some self discovery and then the search functionality is incredible. Then we kept it simple on the enablement side, and because the links made it so easy to either link to a spot or a homepage or a specific piece of content, we love a link farm, an email just really heavy with links that points to Highspot, but then we just recreate that within Highspot. 

It was a really great tool to meet the sales team where they are, but then use that as a broader tool for the rest of the company even if we didn’t have the entire company necessarily on a seat, you can always pitch a Spot, like with a bunch of content. We termed it microsite. That’s the term that made sense internally. We use a lot of microsites to pitch content and to make sure that the broader company is just even familiar with the latest marketing campaigns and that they can share it with their network and that we can still see how broad it goes. Content management was why we bought it, but I just want to highlight all the reasons why it’s been such a sticky tool because we’ve seen the impact and overcomes challenges that we’re experiencing, which is a broader strategy.

SS: I love that and I definitely want to drill into that. 

SH: To tack on to that as well, we have been able to leverage Highspot for various other departments. Things like onboarding our own employees has been a really unique use case for the tool and giving all employees, instead of looking at a stagnant or stale SharePoint site, they’re looking at a customized curated microsite, as Lindsay said, of materials, talking about who we are, where we’ve been, where we’re going, and it really helps I think with onboarding new employees, especially when you’re in a remote world. I think that’s become so important to have them have as much information and an ease in the way that they can navigate through that information and find what they’re looking for.

SS:  I love that. Now, I know we’ve talked about all the different ways that you guys have been leveraging Highspot, and I know that you guys started in terms of leveraging it from a content management perspective. I would love to understand from your perspective, what does good content management look like? In other words, what are some of your best practices for effectively managing that content? Sara, I’d love to send this one to you. 

SH: Clear organization is just the name of the game when it comes to content management, it’s organization and version control. One of the things that I actually find super important when it comes to this is searchability. If you have a list of content or a list of assets you could have millions of things in there. The thing that I think is really important with content management is to make sure, one, that everyone can easily search and find what they’re looking for. If they’re looking for something to sell to a particular industry, they can use the search field and look up that industry, and we have curated a bunch of things already. 

We also have the microsites that help people navigate if they’re not sure what they’re looking for yet and they want to browse. It’s organized in a way that’s by topic, it’s intentional, and it’s not just a never ending list of things. It’s constantly being curated in that way. That’s really one of the most important things. 

It also really enables our sales teams and other teams to be as self sufficient as possible without having to go through and navigate and find out where did this go, I thought this was here? Oh, I moved it. There’s none of that with Highspot because even if a location has moved, you can always search for it and you can favorite spots and things like that and even create your own spot so that your most used tools and assets are really relevant at just the click of a button.

SS: Amazing. You have clearly been doing an amazing job because Limeade has improved content efficiency by 78% with Highspot, which is a ratio of the time spent using content to the time spent now looking for content. What are some of your best practices for optimizing the findability and the usability of your content, Lindsay?

LS: I think one from a broader strategic lens, helping the sales team and  broader company understand the rhyme and reason to why we create content first and foremost. When we start to launch content, they understand where it sits in our broader strategy, and they can start to anticipate what’s coming down the pike for them.

Also, having a lot of channels to make new content to put in their awareness. For us, we have quite a large tech stack. We even have our own platform, Limeade, which we sell. It’s our well being solution that also provides engagement and we would plug some of our great content that we’re putting out there on that tool. It starts at the top of just making sure that there is a way to plug content in and let people understand where it’s coming from and what it’s trying to solve for. 

Just on that note on what it’s trying to solve for, we mapped content to a buyer’s journey and their whole company is starting to kind of buy into what this buyer’s journey and what are our point of views out there. When it comes to the type of content marketing is creating, it gets more scientific there. That’s where Sara just thrives with tagging it and making sure that there’s a universal way to upload it so that internally and externally there again, some rhyme and reason to why we’re doing it that way and just making sure that we hold people accountable. If it’s all inputted in a strategic way, then the tool remains strategic. I think that’s what we’ve successfully done. 

The operational rigor is really where it’s at, so Sara just went over of this like content management and what that’s helped us with and what best practices are, but from what made that 78% possible was getting the sales team bought into our strategy and then seeing that come to life within Highspot and all the goodies. Once you finally get to see the ebook or the video or the infographic and get to use it and pitch it and then get to pair it together, they start to see the magic.

SS: I love that. Now, as you mentioned, Lindsay, it’s really important to make sure that you are tracking what works and what doesn’t so that you can optimize things. Sara, I know one of your areas of expertise is driving program and initiative performance through reporting. How have you been leveraging Highspot Analytics to measure what works and what doesn’t so you can optimize content effectiveness? 

SH: The analytics area of Highspot has been super helpful for us because as marketers we’re constantly generating content and iterating on existing content. Obviously over the years that list grows and grows and becomes a bit of a bear and it has this extensive library essentially. The way that we’ve really leveraged the analytics specifically with activity logs and content lists and scorecards is to basically see who’s using what and how and how often. It essentially tells us exactly what the most popular assets are so that we also know where to focus future updates.

Say they’re using a sales deck that we’ve created. Maybe we haven’t touched it in a month or something like that, but we’re noticing that everyone on sales loves this deck. Knowing tha, being able to see that in analytics and having that information is super helpful because then we know we need to pay a lot of attention to the sales deck. That is the most important thing to sales. They use it constantly. We see them using it. It also helped us interact with people there. People can send through feedback and then we can get those requests, which is great. It really keeps it just this live dialogue happening where we’re constantly able to really improve on the assets that we do have.

On the other hand, looking at an asset, say we spent hours and lots of manpower and things on a particular asset that’s not getting any sort of use, it forces us to be a bit reflective to say is this the right asset? Do people not know where it is? How do we need to enable them? Is that content just not what they’re looking for or not helpful to them? In a remote world, it’s so key to understand that because you’re not having the hallway discussions, you’re not having the water cooler impromptu conversations. It’s super helpful to have that information at our fingertips all the time because it really gives us a little bit more of a finger on the pulse of what’s going on with the other organizations, but specifically sales. 

SS: Absolutely. Now, a lot of the time I think some folks don’t necessarily know how to think about the relationship between content and sales productivity, but by optimizing the impact of your content, how have you guys been able to influence sales productivity? Lindsay, I’d love to hear from you on this front. 

LS: We had an awesome CMO who came and joined us, who really helped us refine our focus. Our focus going into 2023 was to talk to the right person at the right time with the right content. We spent a lot of 2022 just really honing in on the right person and studying that buyer persona and understanding what type of content they want to consume, like what kind of content is for more self education at the top of the funnel versus they’re showing some buying signals and they might be ready to buy and market for a solution like us. I think a large part of our time for a long time was just spraying and praying that the content was sticking and that people just loved how much we loved it.

What our CMO helped us really understand is it has to hit them at the right time, and seasonality is everything. When it comes to productivity, we love a slogan; ‘work smarter, not harder’, and that’s what we made playbooks of just like what works and how do we figure out what works? Sara showed a large part of just like what they’re actually using, but then we also have leveraged Visible, as part of a relationship with Marketo. The attribution also shows when key contacts are engaging with set Highspot content at key moments in the funnel and mapping those activities to certain milestones.

It is super complex because our buying cycle is about 18 months, so it’s hard to point to one piece of content and then poke into that content to say, like, why did it work, but you can see a lot with the correlation of just like, okay, brochure, you get a lot of clicks late in the funnel. What does that tell us? I just think the right content at the right time mixed with works smarter, not harder, helps with productivity. The link farms and pointing people in the right place to finding those channels and how to proactively inform, and then let them have a voice to help inform back. If they are like, I want this piece, we’re like, we’ll say yes, because again, it fits into this larger content strategy and what we’re trying to solve for. It’s not just a one-off conversation. 

Also, to Sara’s point, Gong tells us we have a piece on participation because the word participation is used so much. That wasn’t the word that we like to use, but we prefer engagement. If you think it’s participation, we’re going to make a lot of content with the word participation. To answer your question simply, we let the sales team into the marketing’s brain, let them understand why we’re doing content, and then show that it is impactful if they follow the playbook and use the party tricks that their teammates are showing them. 

SS: I imagine it has to help though, Lindsay. As you mentioned in your introduction, you have a background in sales at Limeade before you transitioned over to marketing. Tell us a little bit about how your sales background impacts how you approach your role and how you collaborate with sales?

LS: My background is in sales development, inside sales, whatever you want to call it, and really figured out that when you personalize the outreach it isa lot more effective. That’s account based marketing basically, is it creating these experiences that feel very targeted, very personalized, and the whole why me, why now coming to life within it. My background in sales was just like, how do you do that at scale? We will do some account research and be like, okay, here’s your pain points in a perfect world we’ll spend two hours crafting this up, but like, you can’t do that at scale. How do you package up your content in little ways that make it pretty easy to customize, segment, target, however you want to say it. That is what you’re doing is packaging up your content and positioning it in a way that says, wow, I need to read this exactly right now or consume it. 

My background in sales helped me understand how to make that easy for the sales team and how to make it feel like that is the path of least resistance versus just knocking on a lot of doors and uncovering rocks with cold outreach. How can you kind of figure out what are they interested in by using some of the MarTech that we’re investing in to drive that behavior and then serve up this content that we’ve either curated by industry, pain point, point of view, product or solution? We’ve tried to position and package it so they can just go, okay, here’s a menu, use it versus be left to your own devices and just add logos to random things.

SS: You talked about how you are bringing sales into the fold and getting their feedback. I imagine that that has helped significantly in terms of collaboration and alignment. Can you talk to us about what that looks like now at Limeade with your sales team since you’ve implemented it in an enablement platform?

SH: I think the best thing you can hear from a salesperson is I got what I wanted and like yeah we will deliver and like here you go, and the rest of you guys can all use it too. Also, getting that trust from the sales leader of the confidence of like I know what my sales team is doing out there. That requires collaboration and so having a tool that you can still have your ability to make it your own, but you’re staying within the sandbox gives people autonomy to do what they want, but the accountability to stick to the songbook. We always sing from the same song sheet, because it does sound better. The whole goal of ABM is that it feels like an orchestration, that, yes, it’s the same message, maybe said a little bit differently. 

What Highspot does a great job is telling the teams here is the science is there, here’s all the content, and yes, you can piece it together, you can add your own, because it’s customizable. I just think that there’s so much content going to waste, and then certain content bubbles up again. 

For collaboration it really depends on the organization we’ve been fortunate to work with some badass sales leaders who just like want to talk shop and be like, oh, in a perfect world, I’d like to talk about this and like, okay, but like, let’s go with like Gong’s telling us, or let’s look at why we’re losing deals and these common themes. How do we be proactive and think of something that will break through the noise and we can have a unique perspective on it. They’re like, oh yeah, that’s fun to talk about too and then they’ll talk about that with us and we’ll get their unique insights, but ultimately we’re trying to just empathize with the buyer to prove like you have a pain point and we’re just here to help you make some progress. And if you hire us, buy us, rent us, whatever, that’s good too. But I think content management really helps. Sales feel involved, but also marketing to have a bird’s eye view and not have to fly blind. 

SS: Absolutely. On that note, I’d love to understand what are some of the key business results that you have achieved since implementing Highspot? I’d love to understand any key data points you might be able to share. 

SH: I can definitely share a really fun one that we are hanging our hats on. For a long time, we had too many KPIs, let’s be real. We were measuring everything under the sun, and a lot of them were just vanity metrics. Our CMO came in and really helped us focus on the thing that matters most. When you really think about it for what we sell into the enterprise space, the SaaS solution, the win rate really matters. Unfortunately we were stagnant for five years, same win rate, so if you’re going to go that way, the only way to grow is by volume and it’s exhausting just adding a lot at the top of the funnel from a marketing perspective.

After a huge overhaul of our sales enablement, we redid a lot of the homepages within Highspot. We made a company KPI that was making sure at 85% usage each week across the company. What we were successfully able to do is increase our win rate by 75%, which is huge in a market like ours. We can’t take credit for it and be like, yeah, it’s content that did it. It’s a huge team effort, but we can point back to the fact that we were singing from the same song book, but we know why we’re winning. We know why we’re losing and we increased our velocity and win rate, which is the best case scenario. So no, it’s not a causation of Highspot, but is it correlated? Absolutely. We feel really proud of that. It was nice that we were all marching towards the same metric and really connecting the sales and marketing organizations. 

SS: I love that. Well, thank you, Sara and Lindsay, so much for joining me today on the podcast. I appreciated the insights you shared and your lens on both sales and marketing alignment with enablement. Thank you both. 

LS: Thank you, this was so much fun. 

SH: Thank you.

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Heather Hoover, director of global marketing & academy at Össur. Thanks for joining, Heather! I’d love for you to tell us about yourself, your background, and your role. 

Heather Hoover: I’ve been with Össur for about 15 years. Currently, I’m in the education team leading the global academy for bracing and support, and also for the marketing aspects of things. That’s where we’ve been utilizing Highspot for about a year and a half now. I am just really excited to tell you a little about our customer experience today. 

SS: Fantastic. We’re excited to have you here. One of the key reasons you initially got involved in enablement is because of the overlapping needs between enablement and marketing. What were some of those shared needs that caused you to invest in enablement, to begin with? 

HH: That’s what initially happened from the education side of things. We shifted because of COVID with a lot of in-person education and training to the digital side of things and really shifting towards video as well. It was just coming up with that strategy of shifting our customer education from a video perspective and then how to share it with customers so that they would have a good customer experience. 

Originally, we were struggling with Outlook trying to send multiple videos out. Would you send it just like SharePoint? How would they find it afterward? Is it easy to download? That was one of the main reasons why, at least from the education side of things as we were kind of building out our strategy and shifting from in-person to digital, how would we have a better customer experience for our B2B side of things from the video side of things?

SS: I love that. You touched on a few of them before you implemented Highspot. It sounds like you were maybe leveraging an internal marketing hub, which sounds like it led to a few challenges. Can you talk to us about that experience and how maybe you’ve been able to solve some of those challenges with Highspot?

HH: For about nine years or so, we had our own internal system that we’re utilizing in order to share marketing tools. Just a place where the marketers were able to upload the marketing tools, documents, brochures, sell sheets, etc., but that was IT-based internally. With a lot of competing priorities, so within the organization, the IT team had to move on to other projects. So when there were some glitches or some things that needed to be updated within that system, it was just really hard to get those updates needed.

Of course, that just became very glitchy, and then needed to find a solution for our marketing tool hub. It was like one portion of it was looking into Highspot, but of course, the other aspect is how do we find a solution for kind of the video aspect side of things too.

SS: Yeah, absolutely. Since implementing Highspot, I mean, you guys have seen some really great adoption from your teams, including an 83 percent recurring usage rate. What were your best practices for really ensuring that you had an effective launch and rollout of the platform to your teams? 

HH: I think with the adoption rate, it really just shows there was something that we had a big problem that needed to be solved internally. I would say it wasn’t much of a heavy lift from the sales team doing that training and education because it was such a big gap for us. Highspot did fulfill that gap. It was very intuitive as well. Once we roll this out to the sales team from the app side of things and be able to utilize this when they’re out in the field or just very easily on their office days as well if they did want to use their desktop aspect of it.

Qe did get a very quick adoption when we launched this. I would say the education side of things too was just easy because we just had a lot of big problems that needed to be solved and then the Highspot platform from both just the marketing tool side of things, or just being able to help create the libraries of information for our customers as well within Highspot. with the microsites that were just very well received by the sales force. 

As we did the adoption to and, and all the trainings, there were quite a few sales members as well that went the step further and wanted to create their own pitch styles and kind of learn that too. We initially had the main reasons as to why we were instituting Highspot, but it kind of went above and beyond as well with the sales team and getting very creative on how else to use Highspot and how to create better customer experiences for our customers. 

SS: To the point of the microsites or the digital rooms for your buyers, one area where your team is seeing a lot of success is leveraging the pitch capabilities in Highspot. Again, you guys have fantastic adoption there with 76 percent. Can you tell us more about how your reps use Highspot to engage buyers? 

HH: Yes. The reps like to call it the library of information. I think everyone has email overload these days. If you’re one of our customers and you have to deal with multiple suppliers, one of the things that’s like, where did you find that information? Did they text you? Is it in Outlook? Do I have to comb through all my emails? And what was that rep’s name? Or, trying to find that information. 

The way that the reps often sell it is the library of information and that can be continuously added to as well. It makes the customer more efficient that way that they can, remember that oh you know, Össur has this hub, they utilize Highspot. I can just kind of use this link and make it part of my favorites, and then the Össur rep, when I see them, could just add in anything that I’ve asked them right, right to that link continuously as well as to have a search through Outlook or, all my emails to find that information. That’s one of the main reasons why the sales team utilizes it a lot is from the pitch aspect too, it is kind of the library of information and a one-stop shop for customers to find the information. 

SS: Yeah, I love that. Could you share with us, what are some other wins or maybe business outcomes that you’ve been able to achieve since implementing Highspot?

HH: I think one of the bigger things is from the academy perspective, just being very easily able to share videos and then also have that library for the videos as well, whether it be like our often the clinician and patient fitting information. You can continuously add to that as well as the customer purchases more products. That’s really nice just to be able to have those microsites and be able to continuously build off of those. 

Also from the pitches, just being able to see those analytics. I think that always creates warmer leads that way as well to see who’s engaging within the customer when you do send those pitches out and how often they’re engaging. That was just something that we never had previously as well as an organization with our previous platform being able to see, was it actually opened and how long did the person engage with it as well? It’s been really helpful from that aspect. Also, just being able to view those analytics from our strategic initiatives to see from the engagement rate and open rate with what the reps are sending.

SS: Yeah, absolutely. Those are some fantastic wins. After the success you’ve had with your US and Canadian teams with their experience with Highspot, I understand that you’ve actually decided to expand the platform globally. What is your advice for gaining buy-in to expand enablement globally in that way?

HH: We launched from the US and Canada about 18 months ago. At that point with the launch within the US and Canada teams, it was a bit more of like a manual upload process. The rest of the global teams decided to wait until we had an API connection flowing for a lot of our marketing tools. It does take a lot, I would say from an internal standpoint of getting the right stakeholders on board, but I think the key thing that the Highspot team did was just help us identify what our problems and challenges are and then how a Highspot and a platform can help solve that as well. Just to be able to help get some of the key stakeholders globally on board with that.

SS: Yeah, that’s fantastic. What are some of the key considerations that you need to keep in mind when you’re launching Highspot in new regions and how are you preparing for an effective rollout in those regions?

HH: I think the key thing was this API connection that we have with all our approved marketing materials. That really just helps out with consistency from a brand globally along with making sure that everything’s been correctly validated from a claim standpoint too. I think that’s kind of one of the key things and not something that I personally thought of at the launch of Highspot as well was just making sure that we kind of have that flow of all the approved content and material from our internal standpoint, ready to go so that it’s consistent from a brand and messaging standpoint globally too. I think that was kind of, one of the key learnings that I kind of wish we planned for and thought of ahead of time before the initial implementation. 

SS: How have you been able to actually maybe drive stronger alignment across teams and regions since investing in enablement? 

HH: I think it’s always keeping things top of mind. When it really comes to the sale with any sales team members, everyone always has a lot of competing priorities across any organization. It’s just keeping a top of mind for the sales team as well, since they just have so many things that they’re working on, so many customers that they’re working with. It’s kind of just keeping it top of mind with best practices, lessons learned and continuous training as well. 

Early on the beginning of the implementation within Highspot, we just had initial training sessions, but then also monthly check-ins with the team as to the best practices lessons learned, and key successes as well so that they can learn from each other. I think that’s always the thing is making sure that we have the training needed or at their fingertips but then also some reiteration and repetition with the team to make sure that everyone understands that the things that they can get accomplished within the platform.

SS: Yeah, absolutely. Last question for you, Heather. What are some of the key initiatives that you’re looking forward to achieving in 2024 with your partnership with Highspot?

HH: I think it would be the global rollout. I think we just had so much that we learned between the US and the Canada teams when we rolled it out over the past year and a half. We have those best practices, we have those Lessons learned. Now, with the global rollout, it’s just really helping out some of the other regions and being there for them as well, and how we can help support that side of things and just making sure everyone has as great of a successful rollout as the US and the Canada teams did. 

SS: Fantastic, Heather. Thank you again so much for joining us today. 

HH: Of course. Thanks for having me. Really appreciate it, and thank you so much for the Highspot team and for making our launch so successful. 

SS: To our audience, thanks for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Lynton Steyn, senior manager of sales systems of engagement at NTT Ltd. Thanks for joining, Lynton! I’d love for you to tell us about yourself, your background, and your role. 

Lynton Steyn: Thank you very much. A little bit about myself, I come from a hospitality background and worked in the hotel industry for a couple of years, which helped me develop a service-oriented mindset. I’ve been with NTT now for 11 years, first starting as a SharePoint developer within the application development space, and then eventually moving into marketing and supporting our global intranet, working within SharePoint, and then also supporting solutions within marketing and demand generation. I eventually ended up in sales, where I’m currently situated within our sales digital transformation team as a senior manager, working with our sales enablement teams. 

SS: Wonderful. I’m so glad to have you here. Now, at NTT, as you mentioned, you oversee the technical implementation of Highspot. Can you share a little bit about the implementation process and how did you roll Highspot out with ease to your teams?

LS: Well, I have to first say that the success of that rollout was largely due to the engagement with Highspot as a partner. The evaluation of that suitable partner was quite a rigorous process because while we were going through the evaluation stage, we had to go through various gates as an organization within our architectural review committee. This was largely to ensure that our DPIA or data protection impact assessments were completed successfully. There were quite stringent legal requirements that we needed to fulfill from GDPR, et cetera. 

Partnering with Highspot for that rollout, which we initially did as a pilot with a small audience of our larger user base was very successfully received by the business. Once we had outlined what the future requirements of the platform would be working as a consultative approach with Highspot, we moved into the final release of the production environment, which has been really well received. 

SS: Well, I always love to hear that. Thank you so much, Lynton, for a fantastic partnership. Since the initial implementation, how have you seamlessly scaled the use of Highspot at NTT? 

LS: Working with Highspot in a business our size, we work pretty closely with our executive leadership team and then several of our internal stakeholder groups, for example, marketing. We’ve got a number of service portfolios within the organization, so we had to stay closely tied to our service division leads as we built out and crafted what that solution would look like. 

What we eventually landed on were some key aspects of Highspot as a sales enablement platform. The first is really about putting the control of curation and the management of content into the hands of the people responsible for managing content and the capability of Highspot with the spot features is really simple to address that requirement. We found it very effective in being able to actually build out those areas for our content managers. 

We also needed to really consider some important aspects of how we onboard our regional services. Within NTT, we have a global portfolio of services, but we also have important regional service offers that need to be incorporated within that. Thanks to the incredible work that we were able to achieve with some of the vendor specialists, we were able to basically define a mechanism using the global lists and the tagging within Highspot to be able to build out the use cases for those regional services and then address that requirement.

Now, once we’d actually done that, we started to realize that there was also a need for us to be able to separate our production environments and provide pre-release staging environments. Working with the likes of Highspot, it was really amazing the challenge that was put in front of us and how we were able to work with Highspot in setting up staging environments where we could have our pre-release content go through the approval processes that Highspot supports and then have those assets moved into the production environments in a managed way. That was really wonderful. Thank you. 

SS: Absolutely. I love that. Now, you focus on the ongoing management of Highspot and one of your areas of focus is partnering with what you guys have established as your governance committee. What does that partnership look like and how can it help you really kind of maintain the ease of use of Highspot?

LS: That’s a very interesting question. Within NTT, portfolio governance plays a crucial role within our organization. At the fundamental level, it ensures that we streamline the release of a common information model across all our Tier 1 platforms, which range from SAP to Salesforce, Direct, and our chart of accounts. Supporting the life cycle of the service codes on Highspot is where I come into play and my responsibility is to maintain a regular cadence with our Global Portfolio Governance Committee thereby I complete impact assessments related to those portfolio changes, how they impact Highspot and how they would impact the structure of that taxonomy that we support within the platform. 

SS: I love that you guys have a governance committee established at NTT because it’s definitely showing in the results. I mean, your team has driven fantastic content governance. I believe you guys have 74 percent of your content well governed, which is amazing, Lynton. Especially given the size and scale of NTT, what are your best practices for maintaining that effective content governance? 

LS: We really needed to take a proactive approach to how content is utilized within the platform. Now, if you look at the power of the platform it is really an AI, search, and filtering mechanism. That makes it really easy for people and sellers to find the content readily. We needed to be able to build out those areas for content usage to ensure that content was found relatively quickly and that the content was being managed in such a way that it was consistent, accurate, and easy to retrieve. 

We found that working with the Highspot platform, some of the things that support that, for example, your spot policies go a long way to make sure that the content within the platform is accurate, is properly indexed so that the search can retrieve it accurately. 

From an administrative point of view, we leverage the Spot List Report. I use it almost daily because the Spot List Reports for me, basically allows me to analyze our content curation areas to see where there are spot violations occurring. You can almost proactively manage those violations on the go. It can happen almost instantly because the retrieval of those violations is done so dynamically in real time. Those reports are really useful. 

Also, we incorporated all those analytics reports that we get given by the platform into functional operational reports that we share with our service divisions because we’re able to then surface those spot violations up front and we can get them resolved fairly quickly. That has really been useful. 

Not that it’s the last that I’m mentioning, because it’s certainly equally important, but the content scorecard is just absolutely fantastic. A Wealth of information is in those scorecards. It ranges from the insights into the behavior and the governance that we’re trying to nurture with our sellers and our curators of the content, trying to also surface where content is relatively stable. If the content hasn’t been viewed over a certain period of time, the governance tab within your scorecards can surface that information very readily.

The other beauty about it is that all those reports are surfaced within your content list report. You can almost slice and dice that content list reports to your needs. As an organization, you’re able to build out more sophisticated reports for yourself and it gives you the ability to save those reports, which is just as effective. A lot of the time you’ve got something that’s really beneficial to you as a business owner and each time you would have to go and configure this report to do it for you, but within Highspot, you can just save the report and refer back to it at any time, which is fantastic. 

SS: Because you guys do such a fantastic job at that proactive content governance, you also have a really impressive content findability rate at 90%. What are some of your strategies for ensuring that content is easy to find in Highspot? 

LS: I think that talks back to when we originally took on Highspot as a partner. The importance of defining metadata and a naming convention standard upfront and early is really important. At the end of the day, it influences how content is retrieved and searched for within the platform. We placed quite a bit of focus on making sure that content is correctly named, that there are descriptions, and that there are feedback owners and authors associated with all the content. That goes a long way just in itself to make sure that the search is supported as the best means to retrieve content.

The content list report, as I said, is pretty good for monitoring any potential issues with content, but it also is a very important tool for the administrators of the platform and the sales enablement teams to see where there’s a duplication of content. Now, some of the power of Highspot is with bookmarking of content, which I think is just absolutely wonderful, because there’s a single source of truth and no matter how many times you bookmark that content it’s going to remain consistently refreshed at the source.

The duplication mechanisms within the analytics reports give you an added benefit because you can narrow down where there is duplication occurring and correct it very quickly. I personally like to use the search performance reports within the Highspot. Now the search performance reports for me is where I can almost nurture the platform to my particular needs as an administrator. I pay close attention to the search reports because within that I can then start to analyze what my users are searching for.

Based on those key phrases, I can start building out those search synonyms, and I can start using the promoted search features within Highspot to make sure that the content that I wish my sellers to get to is being surfaced up front. This is a very powerful tool. All this is configurable within the company settings tab. In other platforms, it’s extremely intensive for the user to try and do this. You’ve got to configure really powerful queries within SharePoint, for example, to be able to do that sort of thing. Whereas within Highspot, it’s almost a given and very easy to configure. I think it’s remarkable from a development point of view. 

SS: Wonderful. Now shifting gears a little bit, Lynton. Earlier this year, your team made some pretty major updates to the service catalog, which affected how content was organized in Highspot. How did Highspot help you easily navigate this pretty complex transformation? 

LS: Highspot certainly as an organization was pivotal in supporting that change. When we initially built out what we imagined our Highspot instance would look like, we fell into the trap of essentially re-engineering our intranet into Highspot. We were very quickly course-corrected early on with the help of Highspot in what good looks like. Some really key lessons for us we were able to take away. Because of the way and the nature of Highspots configuration and the ability to change things readily, we were able to build out individual spots for each of our service portfolios.

Then using our Global Portfolio Governance Committee as a guide, our Northern Star so to speak, we were then able to orchestrate the changes to our global lists, ensure that there were supporting tags around our bill of materials for sales enablement as a content type, region, country, et cetera. All those added benefits for our filtering of content for our seller, we were able to then incorporate in those spots for the SMEs working within those service divisions. 

SS: That is fantastic. I know another way that you’re working to really equip your teams for success by providing them with guidance. I know your team, for example, recently implemented a sort of breadcrumbing in sales plays to guide users from central information to more granular details. Can you tell us a little bit more about this effort? 

LS: Certainly. We maintain a very close relationship with our sellers to constantly garner where the areas of improvement needed from the process and from an implementation perspective. Some of the early feedback that we received was that the sellers were still struggling to find content quickly, and it was largely due to the way that we are trying to basically build out a traditional website approach and not enhance ourselves with the power of the Highspots filtering mechanism. 

Once we had course corrected that into using the full power of Highspots filtering and the tagging within the Highspot, we then did is we worked on each of our overviews within Highspot and provided that breadcrumb and a high-level sitemap, which is equally important. They’re very simple tools within a front-end developer’s toolbox, but they really do provide the seller a breadcrumb for them to be able to, wherever they are within the content, easily find their way back to where they originally come from, and that was really wonderful. 

SS: I love that. Tell us a little bit more. How does delivering guidance for your teams, such as through sales plays, help you streamline your team’s workflows so that they can actually enhance their productivity? 

LS: Part of my work within NTT and within the sales digital transformation team is to pay close attention to the user experience of our service offers, and how the sellers engage with that content. I focus largely on building out the overviews and the sales players in the visual presentation layer with our sales enablement team working with the service divisions to make sure that the seller-centric content to drive behavior is built out inside of those templates. 

Now, I applied some, I wouldn’t say they’re pretty simple, but UX Gestalt principles of uniformity and conformity to the templates within Highspot. Because of this, it essentially creates a quick mind map for someone who’s on the page. They know what to expect and in which relative areas of the overview to look for content that’s related to that. Then, using the Salesforce recommendation spot, which is basically the targeting of content within other platforms like Salesforce, is a really powerful tool in order to surface that content to the seller, no matter which platform they are on. That’s gone a long way to improve our adoption rates.  

SS: You guys are also working to streamline sales workflows by leveraging several integrations with Highspot. In fact, I think your team recently implemented Highspots integration with Microsoft Teams. How has that boosted productivity and helped you continue to maintain that ease of use?

LS: Most definitely it has by surfacing both buy and deal intelligence in applications where our sellers spend most of their time, such as Teams and Outlook, we drive better outcomes and we have better insights into how people are working within the platform. The one thing about Highspots Teams integration that I find really very useful for our sellers is if you look at the team’s integration in close proximity to the digital sales rooms and the ability for that B2B collaboration and bi-directional communication between sellers and their prospective clients, then to tie it all in together into, the engagement metrics that you can get from Highspot in terms of how that goes, I think the future is really bright and it’s really a wonderful way for us to be able to engage our buyers. 

SS: I love that. Last question for you, Lynton. As we enter 2024, what are some of the key initiatives your team is focused on and how will you leverage Highspot to help support these? 

LS: I think that, from where we are currently as an organization and the maturity that we have within Highspot, we would be looking to focus more on important integration, such as the upcoming Microsoft 365 Copilot for sales. I think that’s really on my chart of things to look at. 

I do see following the Spark conference, the drive that Highspot has towards artificial intelligence, which I think has got tremendous opportunity within Highspot, both to support our sellers and to help our sellers curate the right messaging for the buyer. Something that we got a bit of a bird’s eye view recently in looking at the meeting intelligence, which is basically for us, a wonderful mechanism to improve our coaching with our sellers. I’m looking forward to that a lot. 

SS: I love hearing that. Thank you so much for tuning in to Spark ‘23. Lynton, thank you so much for joining us today. I really appreciate it.

LS: Absolute pleasure. Thank you for inviting me. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Gracey Cantalupo, chief marketing officer at MentorcliQ, Inc. Thanks for joining, Gracey! I’d love for you to tell us about yourself, your background, and your role. 

Gracey Cantalupo: Thank you so much for having me, Shawnna. I love this topic and I love helping other marketing leaders understand how to manage their content, enable their sales team, and ultimately help us all get more revenue and help us scale. 

As you said, my name is Gracey Cantalupo. I’ve been in marketing for over 15 years. Some B2C, some B2B, so I’ve had both. I’ve been at startups and I’ve been at large companies as well. I’ve been in the beauty industry, entertainment, commercial real estate, and now SaaS, Software as a Service. All this experience gives me a very unique perspective. I love infusing all the fun from my B2C days at MTV and Viacom with the results-driven B2B experience of my SaaS roles. I really try to create a human-to-human approach to marketing, so that it’s effective and also fun because, at the end of the day, we are marketing to humans.

In my role as CMO at MentorcliQ, we help make employee mentoring and ERG management easy for enterprise companies. We help employees at those companies develop their careers, hone their craft, and develop a community at work. We believe that every employee deserves a great mentor to help them thrive in their career and to help them find community and belonging in their workplace. I get to infuse all of that fun and helpfulness from my B2C days to help enterprises make a better workplace experience. 

SS: That’s fantastic. I love the mission of what you guys are trying to do there. Now, I want to focus a little bit on enablement. Thinking back to when you were first evaluating enablement platforms, what were some of the key reasons you selected Highspot, especially in comparison to your existing solution and maybe other platforms that you evaluated?

GC: Absolutely. At MentorcliQ, we did not have a comprehensive marketing tech stack when I joined. I joined MentorcliQ six years ago, so I was able to see a lot and help the team build out a lot of things. When it became time for us to look for a sales enablement solution, it really came down to three things.

Number one, is this going to be easy for our reps? Great salespeople are lazy and we want to make sure it’s as easy as possible for them or else they won’t use it. We also wanted to make sure it was easy for prospects and clients as well. We didn’t want to have to do a password or make them sign into LinkedIn. We wanted to make it really easy for them to see our content. 

Next, we wanted to make sure we could track what the sales team was using and what the prospects were looking at. Last, but certainly not least, we needed some dang version control. I mean, we had some reps that, I swear, must have broken into an old storage unit, scanned old ass PDFs of really bad content, and we needed to make that stop for sure. Making it easy, tracking what’s being used, and version control were really the three things we were looking for. 

SS: I love that. And I’ve definitely lived through those experiences. Now, when you were first rolling out Highspot, your sales team was also in the midst of nearly doubling in size. Can you tell us a little bit more about how implementing Highspot helped you navigate that change while you were also scaling?

GC: I started MentorcliQ again, six years ago, they were a few years in. They had a great product marketing fit and they were looking to scale and over time, the sales team grew from founder selling to real enterprise B2B SaaS salespeople selling. They need structure. They can’t just figure it out. They’re used to resources, they’re used to playbooks, and they’re used to having a process and a sales methodology in place for them to execute flawlessly. We just didn’t have that. 

Consistency ended up being the key for us to help us get these reps onboarded as quickly as possible and Highspot was so great for that. We were able to start to build that blueprint of a playbook. In the first call, you do your discovery, and you send this Highspot pitch with this content. Cool. In the second call, you do your demo, you send this follow-up. Okay, the third call, after you do your proposal, you send this content.

We really formulated it out for them and helped them be consistent. That was the key to being able to scale while we were launching this sales enablement program, and also while we were growing our team at the same time. 

SS: I love that. That’s fantastic. Not only were you guys scaling while you implemented Highspot, but you also had a really fast implementation. How did you ensure that you were able to both implement quickly and effectively? 

GC: This is what we call a compelling event, or in our case, multiple compelling events. Smart Links, which was a product by Sales Navigator, was being sunset and it was supposed to be sunset in January of that year. We wanted to make sure there wasn’t a big gap for our sales reps, and we had deals that might’ve started in Q4, but aren’t going to close until Q1 or Q2. We wanted to make sure there was a smooth transition there. So a big, compelling event there. 

The second big, compelling event is Q4. For most companies and B2B SaaS, Q4 is huge, and we did not want to distract our salespeople. Those two compelling events really motivated us to move quickly and make it as easy as possible for the sales folks.

SS: Now you’ve already seen some great results since implementation. I think you guys are at about 86 percent recurring usage of the Highspot platform. What best practices can you share that helped you drive such high adoption from the onset?

GC: There are really two keys for us. Number one, again, is making it easy for reps. Our reps are working on deals in different stages. They’re getting new deals coming in the door all the time. We just need to make it easy, plug and play. Like I said, great sales reps are kind of lazy so we needed to make sure that this was very easy for them.

One of the things I really loved about Highspot is its integration with Salesforce and within Gmail. It just made it really easy for the salespeople to use it in their own flow of work. I think I’m actually stealing that from the sales pitch from Highspot, but that really resonated with me to get the salespeople to adopt it. It just needed to be where they already were. I didn’t want to send them to another place. It’s right there for them and Salesforce, all the activities in Salesforce, and also there’s that plugin for them in Gmail, they can grab a pitch and send it right away. So number one is just to make it easy for your reps.

Number two, it’s a repeatable, very clear process. After the first meeting, send this pitch. After the second meeting, you get a demo, you add this content to the same pitch. That also makes it easy for your prospects and your clients. They’re just going back to one link and one pitch and that’s where the magic really happens. How do you make it easy? It’s a repeatable process and our prospects actually love our Highspot pitches and they comment on it all the time as well. 

SS: On that very note, another area where you guys have seen amazing adoption is leveraging Highspot to engage buyers, as you said, and you guys are at an 80 percent pitch adoption rate. How are your teams more effectively engaging buyers with Highspot? 

GC: They send it and they keep sending the prospects back to the Highspot pitch. I hear our reps on the phone, oh yeah, so I’m going to add it to the link I sent after our first call so that’ll be there for you when you need it. The proposal will be right there. Everything you need is right there. That really makes it easy for the prospect has be super helpful. 

The other thing, I think, that has been helpful for the sales team in particular, is they get notified anytime anyone engages with a pitch. Maybe that deal went cold. Maybe that deal ghosted us, or they said, oh, it’s budgeting season, I’ll come back to you when we get our budget numbers in Q4. The sales reps can see people engaging with the Highspot pitch and that’s a good flag for them to reach out early and see if they can be helpful. That has really helped the salespeople adopt it not only in the front end of the sales process but using it as a tool to do timely engagement back out to prospects that have gone cold if they’re engaging with Highspots pitches.

SS: I love that approach. Now, your organization also recently launched a new product for a new buyer type, so getting your reps up to speed was essential to engaging those new buyers. Can you tell us how you were able to certify your reps to sell this new product using Highspot? 

GC: We acquired a company called Diversed. That’s our ERG management platform. We needed to quickly train our reps and make sure they understood what the product did, what the value proposition is, and what’s the combined value proposition of MentorcliQ and ERGs. 

Most employee resource groups have mentoring happening organically. Let’s bridge those two things together and offer mentoring to those ERGs as well as smooth management. For them to understand quickly the combined value proposition and how it worked was key. 

We did training on that and we had our reps get certified. They actually had to pass a test do an interview and communicate the value prop back to certain senior leaders in the company. This was all tracked in Highspot using all of the pitches we built for Diversed as well as all the content. To make it easier for reps, the whole Highspot instance of ours was built with spots, which we kind of think of them not as file folders, but as isles of content you can walk down. We have a special spot for Diverse, which is our new product. We make it really easy for the reps. They don’t need to hunt around in the product features and functions problem solutions or any of the customer stories. Anything related to that new product is in one singular spot, one content aisle they get to walk down. That also made it really easy for the reps to quickly go in, grab content, or create a pitch that’s specific to Diversed and send that out as well. 

They didn’t get access to that content, though, until they passed the certification, which was a cool part of it. We had it locked until they passed and then they got access. 

SS: I love that. Use that as an incentive to get them to get through that. That’s fantastic. Just shifting gears a little bit, what metrics or key Highspot to kind of really optimize a lot of these programs you’re running? 

GC: I’ve been in marketing my whole career. I started as a graphic designer. I worked for lots of different companies, and whether it was a real estate company, a beauty company, or reality TV, MTV, there was never enough content. Sales teams always want more content. They are a bottomless pit of need. They always think their prospect needs this thing and their need is special. If it works for them, then everyone should have the thing. 

This list is huge, right? There are never enough resources and there’s never enough time to produce all of the asks that sales think are really important. The thing that I love so much about Highspot is it lets us track what’s actually being used, what’s actually being engaged with by the prospects, and what is actually influencing revenue. That influenced revenue metric was a game changer for us after our first year of using Highspot. 

What we did is we looked at the influence revenue report, and then I narrowed it down to, okay, there are five key pieces of content that are influencing the most revenue. It’s our demo highlight video, it’s our one pager, we’ve got a highlight deck, there’s this one client testimonial montage, and then we’ve got this one very powerful mentoring impact report that talks about mentoring and the Fortune 500. It’s those five. So, don’t F those five up was what I came back with.

It’s like, okay, those have to be perfect. We’re going to review them every quarter. We’re going to make sure they’re up to date. We’re going to make sure those are amazing because those are what’s driving the most impact. You don’t need to get everything perfect, but that helps us focus on the top five most impactful pieces, make sure they’re glitzy, make sure they’re shiny and make sure they’re getting used. 

Sure, there are going to be one-off requests or someone’s going to need a particular case study for one deal they’re trying to close. It won’t kill those requests, but it does help you narrow those requests to a very manageable five that our team can focus on. That’s been the game changer for us, is the focus on the top five and how that influences revenue. 

SS: Wonderful. Last question for you, Gracey. Just as a marketing leader, what has been the impact of Highspot on your top business priorities? Do you have any wins or key results you can share?

GC: I’m a designer at heart. That’s how I started as a graphic designer. I love how flexible the pitches are. I have a graphic designer on my team, so I’m very lucky in that respect. One of the things that we’ve been able to do is not just have a PDF attached to an email that goes to a prospect, but you can design this gorgeous pitch that has your branding on it, it has your messaging and that’s not just in the header. 

In each section, we can kind of wrap our messaging into the background of the pitch so that there’s great context around all the great content, kind of like a friendly contextual hug around all of that great content that we produce. That’s been extremely impactful from a branding perspective and set us apart in the market.

Sometimes people just open that thing and they might see that messaging over and over again. Maybe they don’t go to page five and your slide deck where you like always hit on those messaging points. For me, it’s been wrapping all of that messaging and that value ad into the actual pitch itself. I truly believe it helps us become the vendor of choice faster because we’ve got that branding opportunity. 

So for me, it’s having that brand control, being able to get across that messaging, as well as the thing we talked about earlier, which is being able to track not content that I’m in love with, or that the salespeople are in love with, but the content that actually influences the revenue. Those two things have been the most impactful for us.

SS: I love hearing that. Gracey, thank you so much for joining us today. 

GC: Absolutely. Thank you. 

SS: To our audience. Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Dannielle Hokanson, director of business development and sales enablement at OneCause Thanks for joining, Dannielle! I’d love for you to tell us about yourself, your background, and your role. 

Dannielle Hokanson: Great. Thank you so much for having me. I’m excited to be here. I am a Minnesota native based out of the Twin Cities and a big Vikings fan. I have been with OneCause for 10 years here, so that’s really exciting. 

OneCause offers online and event fundraising solutions for nonprofits. All of our customers are nonprofits, and that is really a big piece of my reason for why I work here and why I do what I do. I really enjoy feeling connected to all of the impact that our customers have in our communities. I think that’s been felt especially in the last few years. That’s really a lot about my why. 

In my role, I started in a seller’s seat. I was a seller here as an individual contributor for five years moved into a sales manager role and then moved into building our sales enablement function and strategy. That’s a little bit about me.

SS: We’re excited you’re here, Dannielle. Congratulations on 10 years. I know that you actually built OneCause’s enablement discipline from the ground up. Can you share some of your best practices for building an effective enablement strategy from scratch?

DH: Yes, it can be extremely overwhelming to figure out where to start. I’ve talked to a lot of other people who are in the same boat and I think that’s really the hardest part because there are so many things that sales enablement does. Just figuring out where the best place to begin can be hard. 

Ultimately we have been working on a very mature product, and so we had regular releases and regular training, and it just was not as complicated. We’ve been building our new product, and so having to move into a much different pace was something that we just had to adjust and build an enablement strategy around. 

When I started, I really just tried to categorize it into buckets. The content bucket, the process bucket, the tech bucket, and then the sales readiness bucket, and really audit where we were at in any of those buckets. What are we doing well, what is working, and then where are our main gaps and challenges figuring out how to prioritize within each of those buckets, and what’s going to have the biggest impact on the team? There might be some small wins in those buckets that we can get out immediately, quickly, and then there were some bigger long-term things that we wanted to focus on to get the team enabled and successful and having the tools that they need that were a little bit longer term, like the implementation of Highspot.

I think everything I do centers around prioritizing what’s going to make the biggest impact because there’s always more work than there are hours in the day. That’s really how I decided to tackle it. We just took it one thing at a time. 

SS: Got it. I couldn’t agree more. You mentioned that there’s been sort of a shift to this notion of continuous deployment sort of back nature of your business now. I know that you guys work in a really fast-paced environment. What are some of the unique challenges that this presents for you and the teams that you support?

DH: That’s a good question. We’ve moved from having a few regular releases to our product team is just incredible, and amazing, and they are putting out a lot of new products and a lot of new features every single week. We are really tasked with keeping up with that level of innovation. Again, it’s really figuring out what is urgent, what is important, and what is not important because I might only have a couple of weeks in between when I know something’s coming and it’s out. 

Instead of just more of a scheduled type of information, we have to be very nimble and the team has to also be very nimble. Really just figuring out how much attention a certain feature or a certain update needs, and then figuring out which of the components we’re going to have to use to get that information out. People can really only retain so much information, especially when it’s coming constantly. 

We are really focusing on a lot of repetition and focusing on a lot of different ways they may see hear or access the information. We are just trying to have a really broad strategy, but again, that just takes time. We have to balance, not getting them what they need without overwhelming them, so that is the key. 

SS: Absolutely. How has Highspot helped you overcome some of those challenges and what role has it really played in sort of the evolution of your enablement strategy? 

DH: Highspot has been instrumental in our enablement evolution, I would say. One thing is. it’s a long-term strategy. We really baby-stepped into it one little thing at a time. Just starting with the content management, just starting with having the information because there’s so much information coming to them. We’ve been working since our implementation last year to really have it be the go-to place for information.

I think we all start in SharePoint and you really need to know what you’re looking for in order to find it. Having Highspot and moving all of our content there, whether it’s content for the buyer experience or our internal content has been really important to having the reps feel empowered with this fast-paced environment that we have. We really just started with one thing at a time. Content management, templates for pitches and getting that buyer experience, then adding some plays, then layering another team. 

We’ve tried to be really thoughtful, not to do everything at once, and really get good at one piece at a time and get the team really comfortable at using one piece at a time because then they like it, it’s helping them, and then they are more apt to embrace the additional features and functionality that we roll out. It was really one thing at a time, but we needed to have a better way for them to find what they needed, when they needed it, and get it out to the right buyers essentially.

SS: I know initially you guys implemented Highspot to support your sales teams and I want to get to the other teams in a moment as well. For your sales team, can you tell us a little bit more about the impetus for investing in an enablement platform for your sellers? 

DH: When we initially started looking at just our overall enablement strategy and looking at those buckets, a huge gap for us was in that content bucket. I think for everyone who doesn’t have a content management solution, we probably are all starting in SharePoint, and again, you really need to know what you’re looking for. It’s not a great navigation solution. It was really hard for people to know what even existed. 

What reps were doing is they’re trying to make it work for themselves and they may have curated their own little bucket of favorites, but then we kind of lose control over what’s the most current. Are they using the current content? Do they know what good content that they might be missing? They just didn’t have a way to really effectively understand what was available to them. That was a very huge gap and where we wanted to start on kind of our Highspot journey was our main focus was the content management piece. 

I would say the hardest part about the implementation had nothing to do with Highspot. It was about thinking long term, how do we want to organize this information for our team and then how do we want to grow with this tool? We really just started with our new business team, but when I implemented the tool, I really planned the spots and the organization so that we could easily add in other teams as we grew. That’s where we started. It was the biggest need we had, and it was one of the things that was able to make the biggest impact on our enablement strategy. 

SS: Absolutely. As you alluded to earlier, you also recently expanded your use of Highspot to support your Customer Success team. Can you tell us a little bit about your decision to bring the CS team into Highspot and why was that an important move for your business?

DH: Our CS team had the same challenges that our pre-sales new business team had where our marketing team is amazing. We have so much great content, great thought leadership, and great information about how we’ve launched a new platform in the last couple of years. We had a lot of education to do with our current customer base to help them understand the new offering available to them and that is a huge lift to get to that place and transition all of these customers to helping them just know what is now available to them. 

For that CS team doing that manually, trying to find that content, trying to put together what is really the right thing to do, that was very time-consuming. We really need to support that CS team to improve our customer journey. We’d already kind of invested in the buyer journey, but now we needed to invest in our customer journey and be able to get them the resources they needed quickly, and easily, and for us to be able to package that up for them.

They don’t want to spend a lot of time, they are able to say, oh, I know this customer. I know they need to get educated and this is all bundled up for me and available to send out. There’s just a lot of information that we want to get to customers and it was just difficult to do. We were getting in more of a manual space. This was a way to help them really level up the customer experience. 

SS: I love that. Now you talked a little bit about some of the similarities, like needing to make sure that they have kind of one source of truth for all the key content that they need to deliver, whether it’s pre-sales to the buyer or post-sales to the customer. Since you leverage Highspot to support both pre and post-sales, what are some of the similarities, but also differences in how you use Highspot to support each of those two teams?

DH: I would say the implementation, having both teams has done a few things for us. One thing is that it has helped us understand exactly what content we need and have more effective communication with our marketing team. What we found is a lot of what new business needs is also very similar to what Customer Success needs. We just have better visibility into that and then we have better visibility to build that communication plan that is similar, but different.

We definitely have leveraged very heavily templates. We have a very high volume business, and so that has been really helpful in helping adoption and helping the team know what they need to send and when. We have very similar, I would say, content strategies and enablement and all of that for the two teams. What we are looking at, which I haven’t quite implemented yet, is how we can transfer some of the communication onto the next contact.

We’re kind of looking and thinking about ways that we can continue to actually level up that transition from a buyer to a customer, and that handoff, through Highspot. We’re definitely continuing to look in ways that we can expand and continue to improve, but moving both teams to, this is your hub, this is your information. Getting everybody much more on the same page from messaging to content, all of those things, has been really instrumental in helping us make this transition. 

SS: Yeah, I love hearing that. You touched on it briefly, but one area where you guys have seen a lot of momentum is by engaging your buyers and customers through Highspot. You guys have, I believe a 98 percent pitch adoption rate within your organization. What are your best practices for leveraging Highspot to engage your buyers on the pre and post-sales side of things? 

DH: Well, I knew if we were making this investment for our leadership team, being able to show adoption was really important. If we’re going to make the investment, we want to know that the team has really embraced it and that it’s effective in its use case that we are asking for that investment. Essentially, once we did the implementation, I constantly looked at the metrics, and the analytics were awesome. One of the things we just like to look at beyond just the actual pitch and its effectiveness is just the adoption from the reps. What are they sending? How often are they sending? What is their kind of success? 

We would look at their pitch count. One of the things I really like to look at is the percentage of their pitches that are viewed because somebody could be sending just a ton of content and nobody’s looking at it. We really looked at our metrics and were able to kind of find some success metrics or ranges that we considered success metrics. Then we talked to those reps to figure out what they were doing that was different. How can we level up the rest of the team to meet your success level? We really helped them. They led some trainings and they were really great champions to encourage other people to take on some of their best practices.

We were then able to build on those best practices when we onboard new reps, as well as when we onboarded our CS team because we were able to learn from what is really working. It was a lot of, honestly, small things that made a big impact. A lot of our team likes to use the Outlook plugin. They bring their links to the top. Just all these very minor details, but they really do create a lot of success. 

SS: I love that. I often think that that’s my favorite, like, the unspoken impact of Highspot is that ability to scale what good looks like across your team in a more efficient and effective way to help drive up productivity. In addition to obviously amazing pitch adoption, I believe you guys have amazing recurring usage across the board. I think you guys are at 94 percent recurring usage of the platform. What are some of your best practices for driving that adoption across your customer-facing teams? 

DH: As I said, adoption, we were very focused on it. We really wanted to make sure we had a lot of success and everybody was embracing the tool. I think, for us, our success really came from our initial rollout and what our objectives were. We really wanted to have the teams, number one, understand why it mattered. Why do you want this tool? Why does this tool matter to you? How is this tool going to make you more successful? They need to understand why they want to use it as opposed to us telling them to use it.

We started with the early reps that piloted and really got used to Highspot and they were huge champions. They were a really big piece of the rollout too. Some of them had lower tech aptitude and they were like, it’s easy. I love it. People are responding. They were really able to sell it from their own seat to say, this is working, you guys are also going to love it. I think that was really important, just how we rolled that out. 

The second piece was we weren’t trying to do everything at once. We really just started one thing at a time. Here’s your content. Here’s how you find it. Here’s where it is. We started with templates, just really creating, here’s the templates you need to get started. We didn’t try to get them into customization yet. We really just got them good at one little thing at a time so it felt easy for them, they really embraced it, and they really loved it.

The other, I think, big piece to the success is that our sales managers and our sales leadership are huge advocates. I think without their advocacy, it would be a lot more difficult to get to that adoption level. They really embraced it, they were advocating for it, they were talking about it and they left a lot of space for their teams to talk about it and share successes and wins, and then also to hold refs accountable for their adoption.

They were looking, if there was anybody who maybe needed extra help, needed extra training, or had not reached a good adoption level. I think the partnership with the sales leadership was really instrumental. I think, honestly, in any enablement effort, you really need their buy-in and their partnership. Just like I said, we’re really trying to build Highspot into our hub. We want people not to have to look in five different places for information as much as we can. We want to move that information into one place. The ability to really have all the different types of information, whether that’s in a play, whether that’s just in a spot, it’s internal, it’s external, it’s knowledge. 

We are looking forward to hopefully implementing the Training and Coaching tool. That’s kind of our next piece to the long-term strategy. I would say those are really the three things. We were very mindful of the rollout. We made sure we had champions. We made sure we had internal support, and really just continued to try to drive all of their activity to one place.

SS: I love that. You’re doing all the right things there for sure. Amazing adoption. Last question for you, you were recognized on Highspot’s list of women making an impact in enablement earlier this year, which is one of my favorite ways to recognize our leading customers. What are some of the ways that you’ve been able to drive business impact through enablement at OneCause and how has Highspot helped?

DH: One of our big challenges has been the transition from a platform that has been fantastic, and well-loved, to a new platform that is growing and moving so incredibly fast. I think without having a really clear, dedicated enablement strategy, we would not have been able to make as much of a transition as we have or get as many people excited about our new platform, and informed on our new platform. We really had to transition our entire team on all new demos, and talk tracks. All the things that they needed to learn, the entire team had to learn at one time. It was really like a full team onboarding of a product. I really don’t think I could have done it without Highspot at all, honestly.

I think it is our team’s favorite tech tool. We have people talk about it on team calls all the time about how much they love it, the new content they found, and the content they found that helped them close a deal or understand something. It would have been really difficult for us to have made this much progress without a tool like Highspot because it just has been so embraced by the team. It’s been so easy for me to use, so easy for me to implement the things that I needed to do that I needed to communicate, and really get buy-in from the team on. 

I’m a huge advocate. I love it so much. It’s been a game-changer for us. Our team would all probably tell you it’s their favorite tech tool. It’s just been a huge game changer in our entire enablement strategy. Having the tools to implement what we need to get done has been really key. 

SS: Danielle, thank you so much for joining us today. I really appreciate it. 

DH: Thanks for having me. 

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Dustin Day, senior manager of global sales enablement at Coursera. Thanks for joining, Dustin! I’d love for you to tell us about yourself, your background, and your role. 

Dustin Day: Thank you, Shawnna. My name is Dustin and I am on the Coursera Global Sales Enablement team. I’ve been with Coursera for a little bit over a year now focusing on everything from manager enablement, product enablement, go-to-market motions, and supporting the Highspot initiative and how we position it, and how we grow it with the team.

My background, I grew up in a company called CEB, which is now called Gartner, focusing on L&D research, which is really where I started to get my sales support background. I went into education publishing, now branded EdTech today, and focused on the finance and strategy aspect of sales. Then I went to an organization named Challenger, which is where I worked with global companies supporting their sales leadership, and sales enablement team around the challenge of sales methodology. 

That’s where I got interested in more of the perspective of sales enablement and becoming more of the practitioner as opposed to the thought leadership kind of execution side of sales methodology. I am happy to be here, Shawnna, and looking forward to our conversation. 

SS: I’m excited to have you here as well, Dustin, and it sounds like you have a phenomenal background to answer our first question, which I’d love to start with. What does good enablement look like in your opinion? In other words, what are some of the key components of an effective enablement strategy?

DD: I think this is the big question in the industry today and I think it’s one that individuals like myself, do not struggle with, but are constantly trying to reimagine. Historically, if you looked at sales enablement, it grew out of a pure sales L&D motion, pure training, getting in front of the field, and training them on the skills that are necessary for them to succeed.

That’s still a huge component of sales enablement, but being at the center of how you support the team and the growing nature of sales, we have started to see sales enablement grow into looking at the sales cycle and trying to find efficiencies within our sales cycle, the buying process and trying to identify the buying process and build those play cards to support the field and how they engage with and the customer journey.

As sales enablement evolves, I think there still needs to be that mix of formal sales training or skill-building exercises if you want a position like that, but also how do we get the field to be equipped for the future? This virtual environment has changed the nature of sales, changed the nature of the buyer, and organizations like ours and our sales force are constantly learning how to navigate that as the buyer has gotten smarter and started to evolve faster than we’ve been able to evolve from a commercial engine perspective. 

SS: I love that. We talked a little bit about when you joined Coursera, but I know it was right at the start of the team’s partnership with Highspot. Tell us a little bit about the enablement journey that Coursera has been on since you implemented Highspot, and how has your enablement strategy evolved from then until now? 

DD: In the original use case for Highspot, we were hosting all of our materials on a central intranet site, and that naturally created a ton of pain points in terms of finding content, engaging with content, and proactively providing feedback for us to keep things fresh. There were a lot of inefficiencies built in just the pure commercial support engine. 

As we looked at Highspot, the original use case was let’s get our content onto Highspot, get it organized in a way that at least helps the team build and have those resources and the collateral available to them today. That was stage one. I think stage two has essentially defined our sales enablement strategy more broadly, which is that we created additional pain points by just uploading resources. We started to say, how do we organize, create that feedback loop and essentially help our marketing team skip a lot of steps in their process as it relates to building content and getting content onto the platform?

As we developed that strategy and started to do the change management with marketing and the sales team, getting more content collateral in front of them, they created an additional pain point, which was governance. Our strategy and our problems have grown in a good way. We’ve created pain points that we needed to solve, but that is good because we are not doing what we originally did today.

What we did in Q2, our team essentially built a content governance strategy that we now maintain on a quarterly basis where we archive pieces of content based on the criteria that are really important to us as it relates to content freshness. We start to track those KPIs and report on those KPIs as part of showing the value in sales enablement. We’ve started to build this governance structure to make sure that that content support engine is running on all cylinders. 

Our marketing team understands utilization and we’re continuing to grow that as we start to build out our Q4 and our next year strategy, which is sales play specifics. Organizing everything in one central spot so nobody has to go find things and search for things in random areas, but also as we build those sales plays focusing on getting stronger at, it’s probably the best way to say it, our customer personas. Also, the outreach Salesforce reports that we can put into one place custom-built for the AE. The What to Know section has everything that you need to know about content. We are a content company. Anytime we work with a customer, there’s a lot of moving pieces in our product. 

Then also what to show, so clearly breaking down that sales process aspect and making sure that the team can see before the meeting, during the meeting, and after the meeting, or if not leadership, here are the things I should be bringing to our customer. That’s how our strategy has evolved. Our KPIs have moved with it, and our pain points have evolved in a good way as well and we’ve kind of continued to evolve the strategy.

SS: I love that. It does sound like you guys are moving up that maturity curve. Fantastic work there. I definitely want to come back and revisit the work that you guys are doing on Plays in just a little bit, but to help context that too for the audience, what were some of the key business challenges that Highspot helped solve at Coursera?

DD: First it’s just content. We have a very large marketing team at Coursera and if you’re familiar with the Coursera go-to-market, or who we are, we have a very large consumer B2C revenue stream. It’s where most of our revenue comes from. We have a lot of B2C marketers that create a lot of B2C kind of content and collateral.

As we started to clean things up, some of the original pain points were how do we get ourselves organized, get some of that more B2B content front and center, remove the noise from a content perspective from the peripherals, and get the team focused. That was the original pain point. It was a pure play of we are unorganized from a content organization perspective. We need to put some rigor behind it as we mature as a business. 

We did that. I think we’re a year and a half in at this point. As we continue to build that muscle, we feel like we’re growing in our maturity and the problems and the KPIs have started to grow with that.

SS: How has Highspot helped you solve some of those challenges? 

DD: Well, first of all, we love to organize our content. We haven’t been able to organize it effectively to date, and so we are able to do two things. One was tagging our content to make it easier for the rep to navigate Highspot quickly. While it is a great platform for us in sales enablement and our colleagues in marketing, we really don’t want our field spending 20 to 30 minutes anytime they’re in the system to find what they need. 

The tagging and getting the content front and center have been super helpful for us to measure the utilization of our content as well. We have so much like what are people using, why they use it, and how we can be smarter in creating or building off of content that has been wildly successful as opposed to just putting it there and letting it sit underutilized.

So that’s one use case. The other use case, which we’ll talk about a little bit is from a sales play organization. We’re also about to pilot our first newsletter launch here this week. From an enterprise perspective, we’re going to be consolidating all of the communication channels using the Highspot functionality to kind of pitch it out to the team. We’re going to start to look at utilization, start to look at click-through rates, and start to use the tool almost like a selling tool internally to engage with the field and start to measure how we can better support the field. 

SS: I love that. Actually, recently your team also expanded to use Highspot to include Training and Coaching capabilities. What was the impetus for making the change to invest in a unified enablement platform? 

DD: Originally we were using Lessonly. That originally started with onboarding as part of our onboarding learning paths. We were having new hires go into Lessonly and then be pushed to content and support materials on Highspot. It just felt kind of like a weird user experience. As we started to assess that, the Highspot account management team started to talk to us about the learning platform component, we made a decision to have that consolidated platform where at the end of the day, simply said, it is one place versus many places. 

I think particularly in sales enablement, there are a ton of new platforms and products and support tools out there. I’ve even seen Slack starting to get into certain things. Microsoft Teams has a content organization aspect to it. For us, it really simplified the one-stop shop for our team to go to as it relates to their learning paths, as it relates to new go-to-market builds, as when we went to upskill, reskill the team we’ve been able to use some of the recording functionality, have managers listen and sign off, build best practice pages around what a good pitch looks like and start to flex that muscle a little bit better than we had in the past.

It also aligns with our content. We can easily say, this is content number one. There’s a great best practice pitch from a recent training and we can link to that as well. It’s really helped solve a lot of those really minor but tedious steps that our field would have to take prior to getting anything done or just to navigate any type of system we have.

SS: I love that you guys are taking that unified approach, though, because it makes it a lot more seamless for your reps, and obviously we want to be where your reps are to make them more productive. Another way that you’re thinking about it from a unified platform perspective and you’ve touched on this a little bit, so I’d love to drill in, is that big initiative around the sales plays aligned to training. Can you tell us about this initiative and why it’s a focus for your team? 

DD: Historically we have built Highspot pages essentially in a silo, which is here’s the one-stop shop for just all pieces of collateral as it relates to an academy for example. We got feedback that, oh, how do I navigate it? Where do I go? What we did is we’ve taken the structure that Highspot provides, which is what to know, say, and show, and we’ve taken that and really run with it. We organize every one of our sales plays now around a very specific product suite.

We start with what to know, which is typically something around the customer persona, or we may separate it out, depending on who the customer persona is. The customer persona is a deeper dive from a Coursera perspective into the content, and the demo environments that we have related to that. Then we go into what to say, which is much more of that, that go-to-market narrative, objections, key talking points, use cases, for example, that we can speak to. 

Then what to say, and that’s actually helped our team really at the end of the day, organize their thoughts and know how to quickly navigate. Another output of that is now we organize our field training around that exact same structure. It’s given us a new structure to engage with the field from a live virtual training perspective when we’re talking about more of our go-to-market motions as opposed to skill-based motions. 

From a product go-to-market motion, we bring up the sales play and we work through the sales play as the structure of our field training. That’s also been helpful. Sales play will continue to evolve and we’ll continue to build on it, but it’s laser-focused on, it’s got us, from a go-to-market perspective, much more deliberate than I think we had been doing in the past. 

I think that’s been an incredible output, and one that we’re starting to see the field feedback be, this is great, and the questions are more focused on very specific product nuances and or talk tracks as opposed to where is this hosted. How do we navigate this? It’s much less technical highspot questions and more of what we hope they’re asking questions about.

SS: I love that. You guys are already seeing some amazing results. I mean, you guys have driven a 77 percent increase in play adoption. How did you effectively launch this initiative to your sales teams? And maybe what are some of the results that you’ve seen so far? 

DD: We piloted it with a launch probably back in July or August 2023. As part of that, it was a new motion and it required change management. We used to just, for our Tier 2 and Tier 3 launches, we used to just go through Slack and or email channels to get the communication out, link to the Highspot main page for our vertical, and then say, here are the links that you need to be effective. 

What we did is we launched training that was designed, yes, to equip the field but also an introduction to the Highspot page itself. Now it’s just pure behavior change motions. Now we bring it up constantly for any new sales play launch. We break it down in our communications. Here’s your know, say, show. In any training, we’ve been following up with training more than we have in the past to help kind of reinforce that know, say, show. It’s just kind of hammering the nail over and over and over again in a productive way for the field. 

From our perspective, we’re also driving that behavior change by making it front and center as this is the way we’re going to operate. A Little carrot and stick approach, but from our perspective, it was a behavior change play and part of that behavior change is getting people bought in that this is how we’re going to operate first and foremost, and then hopefully they see the value and they see the benefits that they get out of it. 

SS: Now you guys have also just seen some incredible traction with Highspot overall. I think you guys have 85 percent recurring usage. What are some of your best practices for driving adoption and how has having a unified platform helped?

DD: This may pain some sales enablement practitioners but early on, we used Google Suite for Gmail and Docs and Sheets, and every time an announcement would go out, that colleague would share a Google Doc. This is the link to the Google Doc, and in the title, it would say, make a copy. You have this plethora of random copies out there to the team. 

One of the things that we do constantly day in and day out to anybody that we ever see send communications is if they don’t share the Highspot link to the resource, we always literally will follow up and say, hey, recommend that you share the Highspot link instead. Here’s the reason why. We can track if people are using it, seeing it, clicking on it, et cetera. We just have to get the links for Highspot out there as the single source of truth. 

The other bit is from a recurring use perspective, we have started to leverage Highspot for more of our knowledge management side of the aisle. This is definitely a work in progress and we’re continuing to think about and trying to understand the use cases, but we’re building playbooks for our roles. As part of building playbooks for our roles, we’re going to host that playbook on Highspot in a knowledge management center. Again, with links out into the different resources that are on Highspot to help these roles execute.

It’s identified areas that we don’t have very tangible support in now. It helps us prioritize what we need to build and when we build those, we build them in Highspot. Reoccurring uses actually are more of a muscle that we need to have from a sales enablement perspective as opposed to the field. If everything is in there organized and it’s the single source of truth, as you mentioned, the unified platform, if that’s the case, they have really no choice but to go in to get the information, to get the details, to get the content that they need. 

SS: I love that philosophy and I love that you guys are driving that to change the behavior of your field teams. Now, you have a lot of big plans for evolving Highspot going forward. Can you tell us more about your vision for continuing to evolve your enablement and how you plan to leverage Highspot to help? 

DD: There are four key initiatives that we’re continuing to think about for some and explore for others in 2024. The first one at the forefront is the constant governance muscle. We do quarterly governance, like sprints we’re calling them, where we identify the content that hasn’t met the criteria for freshness. We get that content in front of our product marketing and customer marketing teams for them to vet if it needs to be there. Then an archiving sprint in the latter half of the quarter and measure in the following quarter. Constantly building in that muscle. That’s a priority at the end of the day that we cannot forget about, but we can’t deprioritize as we do everything else. 

The other three things I mentioned briefly, which is getting smarter about our sales plays. How do we continue to build those and make them more effective on a yearly basis? As we’re looking at our yearly strategy, what are those sales plays, those go-to-market priorities that we have to hit on, and how can we build out a sales place for that?

It’s giving us more face time to be candid with senior sales leaders, and sales executives to include us in those conversations because they know to execute on that, they’re going to need our team’s support around the sales plays. Candidly there’s like a quid pro quo in that approach and that’s good.

The third piece is the knowledge management aspect of it. Building that knowledge management base, that’s going to be a big priority. We’re still learning and adapting to that. The fourth piece, which we haven’t explored yet, but I know Highspot has a lot of great research around, is salerooms. That single source of truth, where you can see how the customer interacts with the content, what they’re clicking on, it’s more customer-facing. 

There’s a huge opportunity for us to have that more customer-facing digital rooms approach. How can we build that into our motions today? I think we have to get the sales play right, and we have to get the governance right, so people can trust the content, they can trust the source of the content. The digital rooms are kind of the next step in our maturity to ensure that we can get analytics and real-time feedback from customer engagement. 

SS: Absolutely. I have to say I love the evolution of digital sales rooms and the visibility it gives you into what is really resonating with your buyer at the end of the day. I really appreciate all of the time, Dustin. Thank you so much for joining us today. 

DD: Thank you. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Alexa Barden, growth enablement at Rapid7. Thanks for joining, Alexa! I’d love for you to tell us about yourself, your background, and your role. 

Alexa Barden: Thank you so much, I am happy to be here. My name is Alexa Barden. I’ve served in a few different roles and fields post-college. I started out my career more in the special education realm. I’ve always had that knack for learning and enablement. Then I moved into various kinds of support, and account management roles, followed by training and development, and then finally where I am now, sales enablement. 

From my educational background and my current enablement role, as I said, I’ve always had that deep passion and interest in the learner’s journey and their experience from start to finish. Being able to implement programs and see that full circle and full spectrum of the learners really being able to grasp that material and the content and the concepts behind it is all really super rewarding to me. 

Specifically, my role at Rapid7 has also seen a few different faces, similar to my career. I began having a hand more so in our onboarding. through new hire facilitation, really helping to build out a global sales institute program, and then it moved into more of an ongoing project and program management type of role, where I’ll work with different stakeholders across the business to help better understand their needs across their segments and help to bring those to life. 

Then the third part of my role which is kind of where Highspot really comes into play is focused around our enablement tooling and also a lot of the data in analytics that kind of live in those. I hope to extract that data from various sources and distill that down into a more digestible format for our leadership for my boss, for our team as a whole, to help kind of paint that full picture into, whatever that initiative is and how it’s doing and making sure it’s successful.

SS: I love that. You talked about the key components of your enablement strategy at Rapid7 and you talked a little bit about how Highspot helps you bring some of that to life, but are there other ways that Highspot helps you bring that strategy to life?

AB: Yeah, definitely. I would say beyond just being a content repository, and I think we’ll probably get into this as well, we are new customers of the Training and Coaching portion. Using now for a learning management system as well as content management, our reps are fully equipped and enabled and able to see everything in that single pane of glass view. They’re able to now have training mixed in with the everyday content that they’re looking at. 

They can dive in and learn more about whatever that given topic might be pertaining to our products or our solutions. It’s really cool that our sellers are able to have that full integrative experience.

SS: Let’s talk about your own journey in enablement at Rapid7, because you touched on it again in your introduction, but you became the solution owner of Highspot about a year ago. Can you share a little bit about your journey over the past year?

AB: Yeah, definitely. I would say it wasn’t necessarily planned, but Highspot sort of fell in my lap and I am very happy about it. It was previously under another team member who was handling different aspects of onboarding and our commercial segment. Really having a dedicated and focused owner has been great since we specialize in specifically the needs within Highspot, enhancing the experience for our sellers, and really cleaning up that system.

No one had historically had the time to focus on it, so that became my focus. It’s really led me to form a passion and almost craft now for all things Highspot. I work with everything from the UX design, the spot and tagging structure, and doing deep dives into that analytics piece, so getting really detailed information on how our sellers are doing, what they’re looking at, what they’re clicking on, what they’re sending to prospects and customers, it’s been a huge help to our team to have a dedicated person really taking the time to focus on that. 

SS: As a solution owner, you’ve made a lot of significant changes, including, as you mentioned a moment ago, implementing Training and Coaching and really reorganizing your Highspot instance. Can you tell us more about this evolution of your enablement journey with Highspot? 

AB: It all started out with a lot of issues being surfaced when I moved over to really owning the system. One of the biggest ones I was seeing amongst our sellers was content findability, and to be candid, our system was a little messy. There were a lot of outdated materials in there. There was just a surplus of spots. There were a whole bunch of tags that weren’t necessarily being used. There weren’t really any governance policies in place. It did make it difficult for sellers to find what they needed both quickly and efficiently.

On top of this, there wasn’t necessarily a consistent look and feel across our spots, across our landing pages. It made it a little messy looking and overwhelming almost as if a little on our homepage and like I said, there wasn’t a lot of consistency there. All the banners looked a little bit different, headers and things like that. I would say the cohesion was also a little bit lacking. That was kind of what started me on my journey. How do we address some of these things to make the system, first of all, make us use it to its full potential and also make it a more pivotal and critical part of our seller’s day-to-day duties?

The first steps that I determined were needed was starting with essentially from a blank slate and doing a complete revamp of the system, meaning starting out with finding all of that outdated, low-value content that a lot of people weren’t looking at, and working to clear that out, get that clutter out of the way. That was the first step there, and then from there, it was a phased approach in terms of once everything was cleaned up making sure that we condensed it down, so it reduced the amount of spots, tags, and so on and so forth. 

SS: Just to drill in a little bit on how you revamped your instance, I know that you guys went from having, as you mentioned, a substantial number of spots to a select few, which helped to improve findability. In fact, I think you guys now have 87% content findability, which is fantastic. How did this transformation help you improve the efficiency of your team?

AB: That reduction was a huge help because now it really comes down to three core areas that our sellers can go to find content, which are content related to any of our solution offerings, content related to our people and our processes, so the teams that our sales organization might interface with, and then also our latest kind of news, updates, recordings from our all hands sessions. If you’re looking for anything now, it’s only going to be in one of those three sections. 

That really helped to eliminate that trial and error, that guessing. It’s making our reps less reliant on that aimless searching, just popping in any kind of word and seeing what comes up. Now that we’ve implemented those simple three spots, we’ve reduced our tags significantly. 

We’re seeing that our reps are actually using those tags more if they’re looking for a specific product, they can just go click into that product tag and either go to a certain curated landing page or overview page for that tag, or they can just see that generic content view of everything pertaining to that specific tag. We’re seeing a lot less aimless or doom-searching, whatever you kind of want to call it, which is exactly what we were looking for. That’s one of the biggest improvements we’ve seen.

SS: That’s fantastic. We’ve talked about this a few times. I know that you recently implemented Highspot’s Training and Coaching capabilities. How are you planning on incorporating Highspot Training and Coaching into your onboarding and ongoing training programs? 

AB: This is something we’re super excited about. We’re moving past that transitional phase of moving all of our content over and building out all of those learning pathways in the Training and Coaching instance. One of the drivers and things we’re most excited about is what I mentioned a little bit earlier, that full integrative experience and being able to surface key training right next to whatever collateral or sales deck or one pager it might be. They can easily go from learning about X in this one-pager to letting me go ahead and take this learning path about this as well to further my knowledge on the topic. 

We’re also excited about the level of visibility we’ll be able to get now using Training and Coaching. With things like, scorecards coming up on the horizon, completion rates, progress, and things like that, we’re really looking forward to getting that full picture in one of everything together where you can see things like completion rates click volume, things like that on any particular page or piece of content to digital selling metrics, all in one single space.

We can really help to focus our managers and train them so they can use this information with their sellers to help them with coaching, and also so our team can make more informed decisions about what training is good and what we should issue more of, and maybe what training isn’t so great and we could cut back on. It’s really kind of a double-edged sword there where we can help out from a manager coaching standpoint and also as an enablement team to better inform our strategy moving forward. 

That’s what we’re most excited about in terms of Training and Coaching and then specifically with our onboarding as well. One of the things that we’ve been working on specifically is to create learning paths for each of our roles now because the scope of enablement includes not only sellers but customer success, our support organization, and our sales engineers. 

Helping to build out those more individualized or personalized pathways for all of those people in one unified, easily accessible location. That’s also what we’re really excited about to have that learning page and you can just jump quickly into your role-specific learning path, and I think that’s something we’re really excited to start building out in terms of our onboarding.

SS: Sounds amazing. You all already have an 89% recurring usage rate of the platform, which is incredible, and it shows that you guys are already seeing great results from all of the work that you’re doing to optimize your use of Highspot. Can you share some best practices for how you’ve driven adoption?

AB: I would say kind of the biggest driver for us at Rapid7 has been having very clear and concise communication with our go-to customer team kind of throughout the process from start to finish. Working to keep sellers in the loop about changes and also taking that time to educate and train on these changes and best practices really goes a long way, I found, as opposed to kind of just putting out an announcement in a newsletter or an email maybe having some breakout sessions or segment based sections to train up our users and make sure they’re also using the system most efficiently. 

Another aspect I found that’s huge is having that executive buy-in from our leadership and having that trickle down and having them also really explain the why behind the importance of a tool such as Highspot. In our case, we’ve been getting our teams super excited about all of the AI capabilities coming out with Highspot, and we’ve been coining it as ‘technology as our teammate’. What that means to us is getting the tools to work for you, which is exactly what Highspot does. This allows us to free up time, free up resources, and as more capabilities come out with Highspot Copilot, we know there’s a huge opportunity to get managers more intertwined in their team’s day-to-day. Also potentially strengthen the relationships between not only manager to seller, but also enablement to the sellers as well.

In a long-winded answer that’s kind of how we work to drive adoption in those three areas is having that clear, concise communication having that executive buy-in, and then also phrasing it as something that’s new and exciting. Let’s talk about all of the new AI capabilities. Let’s talk about digital selling. Let’s talk about auto-generating descriptions and Highspot being able to answer your questions. I think helping to build that excitement is super important also. 

SS: Technology as a teammate, that is perfect. What business results have you seen since implementing Highspot?

AB: We’ve touched on a couple of those, but as you mentioned, we’ve seen tremendous improvements in findability rates, as you noted, but just overall better user experience. Thinking about how our reps are actually going into the system, finding things and because our spots and our tags were narrowed down so significantly, this just left little room for guessing in terms of where something might live in the system. Our click paths are super simple. As I said, if you’re looking for something pertaining to one of those three topics, our solution offerings, our people in our process, or our latest news, there are only three areas you can go to. 

It leaves little room for interpretation, for guessing and I found that limiting down in our instance and for our company and creating simplicity has been what’s driven those results the most. Keeping it simple, keeping it concise, making sure that we have a consistent governance policy in place, so there’s always stakeholders that we’re working with that are going in and reviewing things on a certain cadence to make sure that they’re still being used, that they’re still valuable, and if they’re outdated, making sure that they’re kind of just getting rid of them so they’re not cluttering up the system.

SS: Tell me, Alexa, what is next for you and your team as you continue to evolve your enablement journey with Highspot? 

AB: Next for us is working pretty closely with our product marketers and what we’re really working to do is help to create almost a book or a specific area where we can have a ton of digital selling templates. Regarding both our products and parts of our sales process. There are easily accessible quick templates that our sellers can just grab at the ready and pop in whatever they need to customize to make the customer or prospect feel seen, feel heard, and make it a real curated experience for them while also still having those templates in the back end. It’s just a quick grab-and-go. If we’re in the discovery phase, let me go ahead and grab that discovery template. 

That’s kind of where we’re headed. We’ll be doing a full launch of all of this together, so Training and Coaching best practices use cases. We already have some smaller cohorts in there right now, and we’re seeing great success with that, but when we roll out to the broader organization coming up at our sales kickoff, we’re really excited to do that in tandem with our new digital selling templates and also best practices with those. It can be kind of a big bundle all at once where we can create the hype for it and get people ready for this new age of digital selling. 

SS: I love that, Alexa. Just because you brought up your SKO, how are you guys leveraging Highspot to support your sales kickoff? 

AB: We always have a dedicated and curated landing page experience. Our kickoff so not only for scheduling, to have that outlined for folks because we are a global organization knowing when everything is going to be happening is super important, but also as a resource for everything kickoff. It is where all of our recordings can live. We can create different pathways for each type of topic that’s discussed or for each day, rather, and we’ve organized it in different ways in the past, but we always like to have that be our hub for all things kickoff and Highspot. 

That’s just where our sellers know to go, where our stakeholders know to go. and it really creates that ease of use just for our users to feel confident in knowing what’s going to be discussed, getting that recording if they weren’t able to attend and also kind of additional resources as well, and kind of what’s up next, what’s to come. Having that all outlined in a curated hub has been super helpful for us and we’re looking to continue that moving forward as well.

SS: I know SKO is top of mind for a lot of folks right now. 

AB: It’s that time of year for sure.

SS: Last question for you, Alexa, what advice do you have for others who are looking to enhance their enablement maturity journey with Highspot? 

AB: I would say the biggest thing is to keep asking questions. I’m sure my account team, I’ve driven them nuts a handful of times, but that’s okay. Just keep asking. The more you know, the more you’re going to be able to improve the experience. Whether that be about reporting, best practices, using the system, about the visual user experience whatever you and your team are hoping to learn more about, don’t be afraid to ask.

The more you learn about the system and the more equipped you are, the better you’ll be at training your own teams on it as well. I can’t necessarily speak for all of the Highspot staff, as I mentioned, but my specific account team has been absolutely incredible throughout our Training and Coaching implementation. We’ve been meeting twice weekly, sometimes three times weekly, whatever it takes to kind of get the questions answered. They’re always there for us, and they’re awesome. 

If they don’t know the answer, they’re finding it for us within a very short time window, which is great. That’s really what it is. It always just keeps asking questions because there’s never going to be too much knowledge you can have. It’s always going to help better prepare you. So always be learning. 

SS: Thank you so much for joining us. I really appreciate it. 

AB: Thank you so much for taking the time to speak with me. I love talking about Highspot. I could do it all day, so anytime you let me know.

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Conrad Walsh, director of global product marketing at Light & Wonder. Thanks for joining, Conrad! I’d love for you to tell us about yourself, your background, and your role. 

Conrad Walsh: Absolutely. Thanks for having me, Shawnna, I appreciate it. My name is Conrad Walsh, and I am the director of global product marketing at Light & Wonder. A little bit about me, going back before I even got into marketing to begin with, I was actually in a very different field. I was a history major. I was very interested in local politics and public policy, so I wasn’t even considering doing anything in business at all. I went on to get a master’s degree in public administration, and the reason I’m telling you my life story, don’t worry, it’ll make sense as we go, is that what I have found fascinating in my journey is that a lot of those same skills that I was acquiring in that first act of my career.

I was working for public policy think tanks, doing a lot of research, doing a lot of analysis, doing a lot of campaign messaging development, and a lot of those same kinds of topics or skills, I found that they did translate when I made a pivot over into consumer product marketing. I have found that whether the product is like a public policy issue or a widget that you’re trying to sell, at the end of the day, this is what kind of drives my passion in my career, is trying to chase that why of something. Why is this issue resonating with this certain group of people?

I found that that did really translate as I pivoted over into product marketing, so I’ve spent about 10 years focused on mostly consumer brands at work, but recently have pivoted over again into B2B. It’s the same story everywhere you go, you’re trying to find out what content is resonating, and what’s going to work. You need to hone in on your audience, you need to figure out what is being engaged with and what’s not working so that you can make sure that you’re spending your time best serving your customers. 

My role now as the director of global product marketing is to manage a globally distributed team that is focused on really bringing the best games to our customers. Most of our customers are casinos and resorts across the world, so we also like to think of our sales force that we are supporting as our kind of internal customer. We’re trying to set them up to win those deals. It’s a really fun dynamic industry to be in and it’s been a pretty exciting journey. That’s a bit about me.

SS: Awesome. I love that backstory. By the way, I was also a history major, so on that point, let’s reflect a little bit and let’s think back. Before Highspot, what were some of the trends and pressures that led you to invest in an enablement platform?

CW: I was fortunate enough that when I arrived here with this company, the team that I work with had already gotten us on this Highspot track. It was still early innings for sure, but to paint a little bit of color on the context here, what our team was discovering is that we had a real pain point across the organization. This is, this is a global company. We’ve got more than 6,000 people in this company, and one of the pain points, honestly, that we’re still trying to work through is what I would call document scatter. 

SS: Content chaos. 

CW: That sounds cool. I don’t know if I just coined a phrase right then. I don’t know if that maybe that’s like a phrase that’s already out there, but that’s what it is. It kind of felt like you have people on many different teams that are looking to find something, and how much of our day are we spending just trying to chase something that shouldn’t be that hard to find because it’s like a key asset. 

What we found is that we had too many options for people. We had too many places where you could find something, and it’s like the more places that you can find it, the more chaotic it’s going to be, the less convenient, the less easy it’s going to be for our sales team, for our product teams and everyone in between to get what they’re after. That was really one of the key drivers of what led us to start to look for a solution like Highspot. 

SS: I love that. Now that you guys have implemented Highspot, how have you started to solve some of those challenges and kind of alleviate hopefully some of that pressure? 

CW: We’re still on that journey, but we have made a lot of great strides in the time that we’ve been on Highspot. I think that just like anything in life, it takes a while to build a habit of something, especially when you’re working across an organization as large as this one. What we’re finding is that we’ve made great inroads in trying to cut down on the amount of time that people are spending just trying to find what they’re after.

Again, these are key documents that all of our products require. We’re actually in a very highly regulated industry, so these documents are required to have. Just the amount of time that we’re saving in having kind of like a one-stop shop if you will, has been really cool to see. I think we’ve only just kind of scratched the surface.

SS: I love that. Now, as a product marketing leader, I have to say nine times out of 10, they are an absolutely key partner in making sure that we bring to life enablement strategies across organizations. I’d love to understand from your seat as a product marketing leader, what role Highspot plays in your overall enablement strategy.

CW: Honestly, Highspot has become key to us in redefining what our go-to-market motion is as a company. When I was brought in for this role, part of my task that I’m still on the journey of trying to bring about is to really operationalize our go-to-market approach. What that means to me is how can we create a repeatable pattern. How can we create muscle memory for this is how we launch products at the company?

What has really helped in terms of the Highspot tool, as far as that goes, is that it’s allowed us to have something to rally around, if you will. It’s just our go-to tool that we can use really prominently in creating that go-to-market motion. What that really means to me is that when you do something like a sales kickoff call, for example, we wanted that to be a key part of our go-to-market strategy. This is a really key internal event that we want to be almost like a pep rally in some respects. We’re trying to hype this thing up, whatever the product is, we want the sales team to walk away from this meeting feeling energized and feeling really clear on what the messaging is and the positioning for where this product sits in their market. 

Being able to close out a kickoff call by introducing a sales play that we’ve curated that is just like polished up, beautiful, and ready to go. Not only have we already solved the pain point that we talked about at the beginning of our chat about, well, where is the stuff? Well, we’ve already answered that question before we’ve even had a chance to ask it. The stuff’s all right here, and it’s all been conveniently curated for you. Just to be able to close out a call by just sending a link out and saying, here you go, that’s been really well received. I think it’s brought a lot of energy and excitement to what we’re trying to do in creating that kind of repeatable playbook for us for launching products.

SS: I love that. I also know that in addition to your product launches, one of your current initiatives is rolling out Highspot globally amongst your sales teams. Can you tell us a little bit about how you came to realize that it was time to globalize your enablement strategy? 

CW: We were getting such great feedback from the North American region where we first rolled Highspot out. It was really starting to make an impact on the business. Teams were really buying into it and we were getting really good feedback. At the time, I had only been with the company for about six months, but I’m still kind of on that journey of trying to figure out how to create this more standardized global approach to our product marketing strategy.

I thought, well, it would make all the sense in the world if we could try and replicate this across each region. Going back to that document scatter that I was referring to before, I mean, it’s a global scatter. There are multiple places across each market where we’re just finding these little dark holes where people are storing content and so I thought, well, wouldn’t it be great to have everything above board and all on the same platform? Certainly from an efficiency standpoint, the way that the product marketing team is working would make a ton of sense for us to just be able to drive consistency across each market using the same tool.

Fortunately, my supervisor was immediately supportive of the idea when I pitched it to her. She thought that that’s great and we should be doing that. Once I started to have some conversations with different stakeholders in these different markets, they were really excited. I would do a screen share and show them, here’s what we’ve built for North America and if you could build one for your region, what would it look like? When I started to have those conversations, I could see people lighting up with that topic, and they started to imagine, wow, what if I had a little hub for my market, for my sales team, where I could have everything I need and it’s custom to my market. 

I knew it was a winning idea because of the feedback early on from all these different stakeholders. It’s been really exciting to be able to do even small things like just being able to customize the way that the individual spot looks for their market. Each market has nuances in a different context. We can key in on visual components of the spot that, sound like such a small thing, but if a sales rep from EMEA logs into their spot and immediately gets a greeting message at the top of the homepage, you are in the EMEA Highspot, they’re like, wow. That was a mind-blowing concept to some because they had never had a little hub that was just for their team and just for their region. I think you had these different teams that were feeling really seen and really thought of from the center of excellence. I work out of the headquarters office in Las Vegas and I think it’s really also helped to have kind of an internal impact because it’s brought our teams closer together by using that tool.

SS: Conrad, can you share with our audience, what your vision for a global enablement strategy looks like and how will your strategy change from North America to EMEA, to Asia, to Australia, New Zealand, and Latin America? 

CW: It’s mostly about what content we’re offering in the spot that’s really where the nuance is coming in because, on the one hand, we’re trying to create a more standardized approach to our go-to-market, so we want it to feel very familiar or similar to what we were doing in North America. At the same time, how can we do that in a way that is more thoughtful to that region? I think we’re still on that journey. We’ve recently built out all of these different spots for the regions, we’ve rolled them out, and we’ve introduced and trained the sales teams on what they have available to them. 

I think we’re really still in those early innings of trying to figure out how we can customize this further. We’re getting some good feedback already on some adjustments that we can make. Simple things like the way that we organize the flow because different markets have different points of focus or emphasis for their market. Just being able to tweak the visual aspect of it, even the navigation aspect of it, I think it’s not like a wholesale change to our approach in the different regions, it’s more like fine-tuning in that way. 

SS: I love that. You have driven fantastic adoption of the Highspot platform with a 90% recurring usage rate. What have been some of your strategies for capturing such high amounts of user engagement?

CW: I’m still a little bit new to understanding the different benchmarks, like, is 90 % good? I had to ask our Highspot team, Josh and Olivia, to shout out to them, I’m nothing without them. They’ve helped me a lot on this journey. I had to ask them if that was good. Is that above average, well above average? And they’re like, it’s well above average. I think as we kind of chatted about that, I thought what I’ve concluded is that we’re an organization that is very hungry for a solution that could help solve rather quickly a pain point that had been existing for a long time. 

I think a combination of having the right tool at the right time combined with a marketing team here that has been really diligent about just repeating the message, just repeatedly getting the word out about when we have a new wave of content that comes in, we send it out. It is just like messaging, messaging, and messaging. The team that I work with here in Las Vegas, they’ve done an incredible job on the training aspect of it as well. We’ve taken a really thoughtful approach, I think, to after the initial rollout, it’s tempting to just say, okay we did it. Great. Good job. Let’s move on, but that’s only the beginning of the journey. You have so many sales reps that even though they’re engaging at a high rate, they still have a ton of questions. 

A lot of them are quite basic because it’s a new tool, so we’ve tried to be really intentional as a team by just following up individually with reps and getting feedback. That’s really opened a lot of opportunities for us to realize, oh, you know what? We had assumed that the team already understood this, but they don’t, so let’s re-message it. It has pushed us to not get too comfortable with being done because it’s an ongoing project for sure. 

SS: That’s fantastic. Conrad, what metrics do you look at to measure the business impact of Highspot globally? Do you have any results or key wins that you can share with us? 

CW: Yeah, interesting question. We recently did a key product rollout in Australia. Australia is a key market for our company and I think that the team in particular was extra hungry for this tool. When we rolled it out, the response was just incredible and the numbers show that. This team is really bought in. 

As far as making an impact on the actual business, I think referring back to what we were chatting about before with using Highspot as a key moment in the go-to-market process, having that sales enablement kickoff call, where we have product leaders, sales leaders, other executives that dial into this call and rally around the launch of this product and really hype it up. It’s kind of that first training moment for the sales team. If you nail that moment, it can have a huge impact, I think, on the business. It cascades through the organization. 

What I like to think happened in part is that because we were so on point with our planning for that key product launch. The product has gone out into the market now and it’s performing at a very high level, but the pre-sales were through the roof as well. I mean, we can’t give all the credit to marketing or Highspot. We can give some of it, but ultimately the product is fantastic. The people that develop the product have a winning product and that’s the key.

I do think that it was a perfect storm for the business because we had just started to refine this sales enablement kickoff process at the time that we were ramping up to do this key product launch in Australia and yeah, it has made a huge impact on the business. I think it gave us a lot of momentum going into the market.

SS: Last question, Conrad, as you continue to evolve with Highspot, how do you plan to leverage the platform to help drive business results that really align with the goals of your executive leaders? 

CW: I think looking ahead into 2024 and beyond, we’ve really started to see an opportunity on the training aspect of it. Now that we’ve built all these different spots for the different regions globally, we now want to kind of build on that foundation. We want to start to build out some proper certifications for products. Also build out some really valuable, useful modules for scenario planning. I think that in talking, especially to some of the markets internationally, it’s come up that it would be a really great resource to have, like a course that would walk you through different scenarios. 

I think the more hand-holding that we can do, I shouldn’t call it handholding, but the stronger we can make the connection between the market, what the marketing team is doing, and what the sales team is doing, the bigger impact we’re going to have on the business. Being able to support a product lineup as robust as the one that we have at this company is no easy task. We have three key lines of business. We have thousands of products. Especially from an onboarding perspective, if you’re a new sales rep and you come in and you’re like, okay, what are we selling? Well, we have this line of business that has 50 products in it, that’s a mountain of information that you have to learn just on that one line of business. 

Then you have two other lines of business. The breadth of the portfolio is so large that having a chance to catch our breath for a second after we’ve built these out for the regions and pause and reflect and think, okay, what else can we do to elevate this experience for the sales teams? How can we make it even more of a valuable experience when they log in each time? That’s something that we’re already starting to work on. And we’re very excited about what that could mean for the business. 

SS: Conrad, thank you so much for joining us today. I really appreciate it. Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.  

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Julie Wolfe, the director of global revenue enablement at Glassdoor. Thanks for joining, Julie! I’d love for you to tell us about yourself, your background, and your role. 

Julie Wolfe: Thank you so much, Shawnna. I’m thrilled to be here with you today. As you mentioned, I direct the enablement team at Glassdoor. I have been at Glassdoor for just about two years now, and I have an amazing team. We call ourselves Revenue Enablement because we are the engine that helps the go-to-market organization drive speed to revenue. We really are focusing on not just our sales partners, but our customer success partners, our business development reps, and all of our go-to-market organization.

SS: I love that. I’d like to start with just some context setting. From your perspective, what does good enablement look like? Maybe if I reframe that or say that slightly differently, what are the key components of an effective enablement strategy at Glassdoor? 

JW: Shawnna, enablement is about three things to me, and those three things are helping your reps understand your products, your processes, and your systems and doing so in a way that is entertaining and that helps them learn. Ultimately our end goal is driving speed to revenue that helps them do that faster. To me, those are the three things we focus on in terms of enablement. We also talk about simplifying for our users and our sales team. Our customer success team are our users and we want it to be the most easy-to-use experience for them possible. 

SS: I love that. To the latter two points on the systems and processes front, what role does an enablement platform play in helping you bring your enablement strategy to life? 

JW: I love that question. It plays a giant role. To me, the enablement platform is our single source of truth. I’ll probably say that again during the course of our conversation. If it’s in Highspot, that’s the single source of truth. That is the correct place. 

Process Change, for example, we rolled out a giant compensation plan change for this Q3 that we are in and did a whole page in Highspot around everything that you would need to know. What we found is that when we communicate with various documents, it’s easy for things to get lost, but if we put it in Highspot, this is the single source of truth. This is your answer. Go there. 

SS: I love that. What were some of the challenges that you were maybe facing that Highspot has helped to solve and how does it go about solving some of those challenges?

JW: One of the best things about working at Glassdoor, and Glassdoor is an amazing company, is that we truly have a knowledge-sharing culture. At Glassdoor, people are very willing to share what they know about a product, a process, and a system. We have robust Slack channels, and what sometimes happens when you have a knowledge-sharing culture is people share knowledge that hasn’t been approved by legal and hasn’t been approved by marketing, which, you know, it’s great when someone asks does anyone has a case study about something that can help me close this deal? Like, that’s exactly what you want your teams to be doing, to support each other. At the same time, marketing and legal exist for a reason, and so we want to make sure that we are being good stewards and good citizens as Glassdorians. 

Highspot, for us, solves some of those challenges. When I see someone in Slack sharing things, I say, Hey, here’s the Highspot page. Go here for this product update. Hey, here’s the Highspot page, go here to learn how to do this new process in Salesforce, for example. We’re really pushing people back to the source in Highspot to know that that is the one that’s been approved by marketing, approved by legal, and is the right document to be sharing.

SS: Another thing that I really loved about your LinkedIn profile, you actually mentioned that the focus of the enablement team at Glassdoor is to simplify and deliver. Tell us more about this mantra and how you infuse it into your enablement strategy. 

JW: One of the things we know is that people can only retain so much information. The ‘simplifying’ is taking lots of dense content and boiling it down to the nuggets that people really need. If I tell you, Shawnna, these are the two things we’re going to talk about today, that’s much easier to follow than sending you a 15-page document and saying, could you pre-read this and like share your thoughts with me?

We all work asynchronously a lot now, but what our goal is in simplifying is to take complex information that comes across the organization and really condense it down for our sales and CSS teams so that they know exactly what they need to do and it’s maybe one or two steps. That’s the simplification. Also simplifies their user experience. We have done a lot in Highspot to make it more user-friendly, and to make it more clear where you go for what. We’ve done a lot to tag our content so that when you’re searching, you are finding the right content. Again, that’s simplifying that user experience.

For ‘deliver’, there’s an old phrase, a good enough something is better than a perfect nothing. We want to be able to deliver things to our reps that are good. We’d love them to all be perfect, but we’d rather them be good enough and help them get where they are, or where they need to go as quickly as possible. Ultimately, delivery for us is helping our teams. We use a hashtag at Glassdoor a lot, #oneteam. As one team, our goal is to help speed up revenue. I’ve said it before, and I’ll probably say it again, that’s why if it’s revenue-driving, that is part of what we have to support. That’s the delivery. Simplify the user experience, simplify the content, simplify the asks, and then help our teams deliver.

SS: How do you go about leveraging Highspot? I know you already gave some great examples of how you’re tapping Highspot to help simplify things. How do you leverage Highspot to simplify and deliver initiatives?

JW: I love that question, Shawnna. We did an audit of our Highspot content about 18 months ago, and we did a giant archive of things that were outdated. We looked and started improving governance because we had not really had a lot of governance around the content that went into Highspot. We’ve been improving our governance around all of the materials that we put into Highspot. We restructured Highspot so that when you open the homepage it’s very clear, no matter who you are, where you’re supposed to go.

There is a product button and there is a systems button, and so you can click on either one, and then there is a button for each of the teams, so you click on that button, and that opens up a page, which then has playbooks, it has expectations, it has roles and responsibilities. It’s very practical and tactical with the idea that we want our reps to be able to self-service and use Highspot as that tool to reinforce the things that we’ve trained them on in onboarding and everboarding and all the things we do. When they click into Highspot, essentially, they’re getting a very well-crafted, narrated experience of where to go to find all the information that they need. 

SS: I know we’ve, we’ve chatted about this, what you’re doing is clearly working. You guys have an 81% recurring usage of Highspot, which is great. What are your best practices for driving adoption for your reps in addition to just making it really simple for them? 

JW: One of the things that we do is we do a weekly newsletter that we use through Highspot. When people open the newsletter, they have to go back into Highspot, so there is a strategy involved in that as well. That’s part of their strategy. Again, making it the single source of truth and knowing if you go to Highspot, we’ve done the audit, we’ve cleaned it up like the content is there, it’s easy to find, it’s accurate. 

That’s another thing, we have been making it visually appealing. We’ve included photographs that we’ve taken when we have on-site and when we have events. We’ve added memes, things that just make the content come to life. We’re adding more videos as a new thing we’re doing this year and more quick tutorial videos because we all struggle with the TLDR.

We use wiki a lot, and in a wiki, sometimes there are 50 pages to explain a process. I don’t know about you, but if I want to figure out how to do my hair, like in beach waves, I go to YouTube. I will watch a tutorial on how to curl my hair in beach waves. Our reps are the same. We have to think about that as enablement professionals. Our reps don’t have time to read a long document, a tome full of processes, they need a quick video that explains things. It sits right on the page that explains the product. If I’m going in and they’re talking about a product, I can watch a quick video and everything’s right in the same place. Again, this simplifies the user experience for our teams.

SS: I do love that example, by the way, I have to say. What are some of the business results you’ve achieved since leveraging Highspot? 

JW: We are working on looking at sort of an overall health score. Our goal is to look at what our teams are doing, like what tools are they leveraging. Are they leveraging our content management system, of course, which is Highspot? We use other tools and wouldn’t have a sense of what they’re using, and then tie that to outcomes. Where I want to go with this is saying reps who use Highspot are two times more likely to fill in the blank. What I would like to say is like, hey quota, or, you know, something that’s very tied specifically to the business outcome. 

What I can say is that I think Highspot makes us more organized and makes us think in a more organized way, which helps us be better cross-functional partners. In Highspot, we have a number of access-only licenses. Our goal with that is to let executives and cross-functional partners have access and be able to see everything that we’re doing in the go-to-market organization. Again, in some ways, that’s part of our communication strategy. There’s a lot of visibility with what we’ve created in Highspot in terms of process, product, systems, and compensation that is shared with the broader organization.

SS: I love that. And to your point, those are essentially efficiency and ultimately likely productivity gains for your field teams as well. Doing that correlation over the fullness of time, I think would be a really interesting data point to look at for the business in terms of what enablement is helping to drive.

JW: I think you’re right, Shawnna. I think if I can add one more thought there, I can tell you personally that if it’s not in Highspot, and I know it’s somewhere else, I probably spend 20 minutes hunting through things to find the document. I definitely personally see a productivity gain in using Highspot when I’m like, where is that document? It’s right here. I can search by title. 

SS: I love to hear that. Last question for you, Julie. Looking ahead, what do you envision as the future of enablement at Glassdoor and how do you plan to leverage Highspot to support that vision? 

JW: I love this question. One of the things we’re looking at is whether can we incorporate more of the learning management features that Highspot has into our current platform. We currently use a different learning management system, but we’re exploring how we can truly use Highspot with all the features that it provides. Something that we’re doing that we just started and launched literally last week in Highspot is a manager coaching page. One of our goals was to create a single source of truth for our managers and directors, as well as for the rest of the go-to-market organization.

What we found was we had not employed our own best practices for our managers and directors. We were communicating with them with a lot of Slack and emails and shared documents and we said, you know what? We need to create a page in Highspot just for them that has all of their things. We said here’s all the information about onboarding, here’s how to listen to call recordings and use scorecards, and we’ve included tutorial videos. Here’s all of the training information about the new compensation plan, but just for managers only. We changed the permissions so only the managers are able to see it. I think that it was something we had not done previously and I’m so happy we are because it looks gorgeous, it’s easy for them to use, and again, it simplifies that experience for them. 

Pitches are also something we really want to get our team starting to use more. I saw our QBR for Highspot just this past month and I think we were up like 15% in pitches. Don’t quote me exactly on that number, but I think that’s what it was and the goal with pitches is of course, for our teams to be able to track what people are doing with the content that they send, I want us to lean in more on that. I think that’s an incredibly valuable tool and it’s incredibly valuable data to our sales teams. I’d like us to do even more around that. I just want us to keep exploring all the myriad functions that Highspot has. 

Again, for true enablement, it’s not just a content management system. We think of it as our CMS, like it holds the content, and I recently had an executive ask me like, well, how is that any different than, like, the wiki? I was like, oh, it’s so different from a wiki. I had to explain it, and when I was done, when I could show all the statistics about our usage and all of the content and just the design and the look and feel, I had converted that person. That’s where I want us to keep going. Really thinking about how we can take everything that Highspot can do and really be fully utilizing it. 

SS: Absolutely. I mean, a platform should be reinforcing your revenue enablement strategy, which to your point is about making sure you’re increasing productivity to hit those revenue targets. Julie, thank you so much for joining us today. I greatly enjoyed this conversation. 

JW: Shawnna, thank you so much. I was thrilled to be here and really appreciate your time. 

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.  

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Denise Romero, director of learning and development at Hunter Douglas. Thanks for joining, Denise! I’d love for you to tell us about yourself, your background, and your role. 

Denise Romero: Thank you for having me. Like you said, my name is Denise Romero. I’m with Hunter Douglas. I’m the director of our learning and development department here. A little bit about myself, I have a degree in organizational development, so I kind of feel like I’m in the right space, which is rare for a lot of folks. 

How I got my start and my passion truly for what I do goes back in time. I originally set out to be a teacher actually, and I realized at some point that kids were not my cup of tea. I pivoted and I had really good role models. It always intrigued me how they were able to dumb down things and really make it simple for new hires and employees to come in and learn the role.

As I progressed and became a leader in the organization, I really gravitated towards that space and how I can look at content, and how I can create an experience for employees. It’s not intimidating. I think we lose sight of that sometimes, especially when we’ve been in an organization for a long time. It’s really driven a lot of my passion through the years is trying to solve content and training and that knowledge and how you have that knowledge transfer. It fascinates me.

That’s a little bit about my background here at Hunter Douglas. I’m responsible for a variety of different things, quite honestly, in North America. Internally, we talk about our internal sales team and our customer support team and L&D is responsible for integrating these folks into the business. I like to say that human resources onboards and it’s L&D’s job to integrate them, teach them how to swim, teach them how their role provides value to the greater organization, and then really set them up for success with a solid foundation and give them an opportunity to progress. 

As they’re an employee here, externally facing, we have an interesting model. We’re a B2B2C. We focus primarily on our dealers who are selling our product. When you think about that the challenge that we’ll probably dig into at some point is that they don’t have to take training for us. They don’t have to really do anything that we’re putting out into the world. We have to be really creative. That starts with our partnership with our sales team because they’re truly guiding our dealers to help them have a successful business and to really market and sell Hunter Douglas products.

SS: I love that. I definitely want to dig in. I’d love to start at the beginning before implementing Highspot. What were some of the challenges facing your team that caused you to consider investing in an enablement platform? 

DR: That’s a great question. Our biggest challenge was the fact that we didn’t have anything. There was no Northstar, there was no true guidance. From my perspective, you had regions throughout North America doing things very differently. It’s almost as if they were operating as their own business unit and their own business. You wouldn’t see consistencies on how products were being talked about, and how content and resources were being shared. A lot of it was being homegrown and there was a lack of governance. 

What we were looking to solve was how we create a consistent repeatable process. It was really prescriptive. How can our sales team not have to be inefficient and think about all of these things that they would need to build? How can we build it for them and really develop a one-stop shop where they know they can go get this information and we start to cascade that across the entire region through North America?

SS: I love that. Since implementation, how have you been able to solve some of the challenges that your team is facing? 

DR: We really looked at this with a big lens. We started to think about what’s most important to us. How do you create that foundation? That foundation really is our product. We wanted to ensure first and foremost that we had a very prescriptive play and pitches to ensure that there wasn’t confusion. We want our consumers to know that when they’re talking to a dealer they’re being given accurate information and it’s being given with confidence. That’s where we really started from there.

We started to tackle, what are some of the initiatives. What are some of the pain points? We built that template out? We also really looked at the user experience within Highspot to ensure that it wasn’t complicated. How can we break the content down into categories that the salesperson can easily look at at a glance and see what they need? What do they need to say? What do they need to do? We then showed those simple things that will help them be successful when they’re talking to their dealer. 

SS: At the onset, you had mentioned Hunter Douglas has a unique sales cycle, which means that you also have unique ways of leveraging Highspot. Tell us more about this. How do you leverage Highspot to educate your external dealers to effectively sell your products? 

DR: It’s a unique relationship. As I said, we’re a B2B2C, so our sales team has to think about that from the lens of how they manage an account. How do they educate? How do they inform? How does that information get passed on to our dealers? In our instance, our sales team will take any content that we have developed and built within Highspot, and as I said, we’ve really created consistent templates, no matter what the content is. 

Whether it’s a pain point, whether it’s a company initiative, whether it’s product information, and we don’t stray from that. That really helps them absorb the information. First and foremost, we teach our district sales managers, DSMs, what they need to know about this thing. It’s really their self-guided learning, and then we start to layer onto that or what we would say, scaffolding. We want them to know, how you talk about this now with your dealer, and what you show them. What do you want them to do? What’s that action that you want them to take? Then they can basically think about it as performance management. 

Their job is to really identify for the dealer, where are the obstacles, or what the things that you need to do in order for your business to be successful. That gets transferred and cascaded, and there’s not a consistent recipe. I would say in that little bucket, because each dealer is different, and in our world, you can have a dealer that sells all window coverings, or you can have a dealer that sells window covering, paint, and other topics that are home furnishing goods. We really have to be creative in how that information gets cascaded to our dealer for success. 

SS: For our audience, what role do district sales managers play in enabling dealers through Highspot? And how do you tailor enablement programs to support your district sales managers? 

DR: That’s also a great question. I’ll go back to what I was saying, but think of it as a recipe. This is what we do when any cook is building or making a dish. There’s a foundation. You have your ingredients, you have your quantity of ingredients, and you have your instructions on how to put that all together. That’s what we’re providing.

Where I think the nuance for us is that every dealer is different. We have to tailor some of that content based on their preferences. First and foremost, we do that, but another key element that we do, and we do this yearly, is we think about goal setting for our dealers. We really look at the uniqueness of the business. We create goals in a scorecard. We bring that into Highspot so they understand how to represent themselves to provide that coaching and guidance, and truly being a consultant to our dealer’s business. That’s how we’re using Highspot in a different way, compared to more B2C versus the B2B channel that we sit in.

SS: For our audience, how is enabling internal sales teams different from enabling external dealers? 

DR: I think for us, where we found success, we started small. We started with our products, which most people internally know, and that led to success for us because the sales team had trust in the platform from there, we really built off of that. Again, it’s that mindfulness. For us and that adoption success internally, it was about explaining to the sales team that we’ve now made their roles more efficient for them. You don’t have to start from scratch. We’ve taken the thinking out of it for you. You have all of this in one place, which is inclusive of resources, inclusive of guiding, and coaching. 

We’ve added video recordings so they can do role-playing or watch role-playing. We’ve added audio. They literally have examples. There are so many resources that we’ve been able to really wrap our arms around and put within Highspot the successes that we built the confidence and the trust in the tool. That’s why we continue to have the adoption that we see. 

SS: Now, across all of the teams that you support through enablement, one of your areas of passion is curating an excellent customer experience, which I can deeply relate to. How do you leverage Highspot to improve the customer experience?

DR: Customer experience is important to me. Not only do I sit under the customer experience umbrella, I think just as a consumer, especially in this day and age, we can’t lose sight of how that experience can impact a business and what it really means to not only the end consumer but the business itself. We are very picky in the people we allow to play within Highspot in regards to content design and development. 

We don’t let more than three people in the tool itself. When we think about a project, we think about an initiative, there’s a sales training manager who takes control of basically herding the cats. Where we build a project plan, we build intent and a charter. I have a content leader who sits within this project plan and thinks about the content and all the necessary tools that need to go into Highspot and then I have a developer and that’s it. We don’t let a lot of people into this and it really creates a consistent experience internally, which is also super important for us externally. 

How it translates to our dealer and then ultimately the consumer, represents who we are as a brand. We are not skipping a beat in regard to our brand. We start internally and that obviously shows up on the end side of the consumer. We also have tight governance around it. We’re really looking at everything that’s getting put into there. That’s not only from the development standpoint, but it’s through auditing and maintaining. We have made Highspot part of our day-to-day world here. That’s really the secret that I think that we found for us to be successful. 

SS: I love that. You have seen a lot of success and have engaged customers through Highspot. You have an incredible 95% adoption of pitch capabilities. What are your best practices for leveraging pitching in Highspot to improve buyer engagement? 

DR: I would say the one word to define that is partnership. We don’t operate on an Island. As soon as there’s new information being added to the sales team, whether it’s from learning and development, or it’s an ask for us to support them, we build everything out and we sit down with the entire sales team and an all-hands on call. We’re meeting them where they are. There’s not a surprise. They understand why we’re doing it, what they need to do with it, and the action they need to take from it. That’s really helped us see our adoption rate skyrocket and ultimately our engagement externally.

SS: Fantastic. In terms of metrics, what are you tracking to see the overall impact you’re having on the business through your enablement efforts? 

DR: We’re really looking at our engagement and our adoption. We look at time spent and we’re also, in the latter part of this year, tracking our region scorecards. Not only at the regional level but at the individuals within those regions. Primarily there, we’re looking at similarities and differences. Do we see consistency regarding key initiatives and time being spent internally to understand what the pitches and plays are and how is that being pushed externally? If there’s a difference, we can socialize that again through our all-hands meeting. We call attention to it. 

That has been interesting for us to watch because, at the beginning, our adoption rate was key. That was our KPI. We really wanted to build this and watch the adoption. We got there fairly easily. Now it’s trying to figure out what the markers are, and what’s really driving people to gravitate towards one thing or another.

Lastly, while we’re not there yet, we really want to start to figure out the impact of sales, whether that’s dollars or units. The reason we haven’t gotten there yet is because of our own internal challenges with Salesforce integration. We believe in 2024 when we turn that on, we are going to have success where we can truly tie back the return on investment to some of these key initiatives from the company. Then, also, pain points that are identified that we can throw our efforts towards to help the sales team be more successful when they’re out speaking with our dealers.

SS: I love that and you guys are definitely making your way up the maturity curve very quickly I have to say, so it’s impressive. Last question for you, Denise. What are some of the business results that you’ve seen so far with Highspot and do you have any wins you’d like to share with our audience?

DR: We had a great win at the beginning of the year. We rolled out a project called the Federal Tax Credit. What this is, it gives our consumers an opportunity to get a rebate on certain qualifying products. We spent a lot of time not only internally within L&D thinking about the template and thinking about how our DSMs need to educate our dealers, but a partnership was also formed with our product management team.

This is the ideal model, in our opinion, where we are the developers and the designers of the content hearing from a company initiative and then partnering in this instance with product management. Ideally, we want to duplicate that across the organization, but these three core functions came together, understood how a DSM has to talk to a dealer that would ultimately impact our consumers.

If you think back to our original question, I have no responsibility to our consumers. I’m really only responsible for our dealers and we have seen a huge success. It’s our number one piece of content that is consumed to this day on a regular basis. We’re maintaining it and we’re ensuring that if we see a gap anywhere across the functions that I just identified, we reiterate, we guide, and we tweak the success on the other side for our consumers. We consider it a success. We also consider it the template that we need to keep using as we develop and continue to expand and grow within ourselves as we work on this particular type of enablement. Truly Highspot is the bow that’s helping us create that success.

SS: I love hearing that, Denise. Thank you so much for joining us today and sharing with us the unique ways you’re leveraging Highspot at Hunter Douglas. I really appreciate the time. 

DR: Yeah, of course. Thank you for having me. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Malia Di Salvo, senior manager of training effectiveness at Upwork. Thanks for joining, Malia! I’d love for you to tell us about yourself, your background, and your role. 

Malia Di Salvo: I am super excited to be here. A little about myself, as you mentioned, I lead the training and effectiveness team here at Upwork. Under my purview, we have sales coaches, we have onboarding that is part of my scope, as well as a leader enablement program called lead up.

A little bit about me, I am in Seattle, Washington so I am just getting in to enjoy the fall weather. I have a master’s in teaching. I’ve been a salesperson, a sales leader, in enablement, leading onboarding, coaching, and all those fun things. This has just been really the opportunity to marry a lot of my passions into one role and be able to play a part in the strategic vision and helping our sales teams and go-to-market teams really become effective. Marrying all my favorite things together now. 

SS: I love that. As you mentioned, you specialize in both training effectiveness and sales coaching at Upwork. Tell us about Upwork’s approach to training and coaching what are the key components of your enablement strategy and how do training and coaching both play a role in this?

MD: One of the things that really drew me to Upwork was the fact that they had a sales coach team and we’re looking at expanding it and building it. Having been a sales coach in the past, I recognize the impact that coaches can really have when it comes to not just driving rep behavior and skill change, but ultimately revenue.

One of the things that drew me was the fact that they had a portion on this team. Training and effectiveness to me, when it comes to our overall enablement strategy is really about effectiveness, like exactly what the team is. With enablement, we partner closely with our marketing team. We have a content enablement team that we really work closely with when they build playbooks or talk tracks, and then we launch the training and the pull-through. 

Training and effectiveness, to me, are one of the most paramount parts to pulling that enablement strategy forward and through all the way to application to competency to mastery. We’re integrally tied to our enablement as well as our overall strategy when it comes to driving revenue and impact.

SS: I love that. We have this theme here at Highspot to help others understand what good looks like. What does good look like for sales training? In other words, what makes for an effective training program? 

MD: Sure, I think the overall best look for training is if it’s tied into larger strategic initiatives for the org. What are the overarching OKRs? Our OKRs should align back up into the go-to-market organizations and all the way up and through. Good looks like being able to tie your initiatives to those larger-scale initiatives and start showing the impact you’re having on those initiatives.

I like to say that with enablement and with training and coaching, it’s really hard to say we’ve caused those success metrics, but have we correlated with them? What part of the equation were we when it came to attaining those overall strategic initiatives? Were we part of the equation? Anyone who’s in enablement knows it’s really hard. There’s a lot of squishiness in enablement when it’s like, did we make an impact or not? I think it’d be if you tie it into those larger initiatives, so you can show correlation to having achieved those, and that’s where it really shows the impact.

I feel like when it comes to some of the programs that we’re doing to achieve these OKRs and these larger-scale programs, you start looking at progressive metrics along the way. For example, if we have a certain large-scale OKR from the CRO or Sales VP or whoever that might be. What are some of the programs we tie in place to tie back into them? If they’re looking to achieve X amount of revenue by the end of the year or by the end of the quarter, we can look at some programs to start increasing some of the leading indicators to tie into those ultimate goals. 

If we focus on setting more net new meetings or better qualifications or things like that, do we see an increase in some of these leading indicators knowing that they will impact the lagging indicators? That’s where the correlation starts to come in, and that’s where the enablement program happens. You need to be able to show that pull through that you were able to do, not just launching something, but the reinforcement, and then the ultimate indicator is like, oh, we saw an uplift in those new meetings and new opportunities I’m covering, knowing that that will ultimately lead to some of the larger scale programs and initiatives. 

SS: I love how you guys are able to draw that correlation. I have a similar question about sales coaching. What, from your perspective, does good look like for sales coaching, and what are maybe some of the core components of an effective coaching program?

MD: I mean, there are anecdotal and empirical ways to say what good looks like with coaching. My coaches both come from sales, so they’re very empirical. They’re like, how do I know I’ve been successful? How do I know what I’m doing is making an impact on these teams? Since they come from very black-and-white situations where it’s like, you were successful today, you’re successful this month, or you weren’t, there’s that anecdotal and empirical type of way. 

Let’s start with the empirical. Do we see an uplift in any metrics? If you started coaching a rep and you’ve had them on your roster for X amount of time, did you see an uplift in some of the behavior and the indicators you were trying to impact? It’s really case by case because you might have one rep and this is very situational as well. You might have one rep who is really struggling with getting to the power in the deal. They’re having trouble gaining executive alignment. The coaching strategy is on that. We look at, did we get an increase in the VP plus opportunity or personas added onto these opportunities. Someone might have been struggling to close deals, so the coach comes in and really focuses on why aren’t you closing deals as strongly. Oh, well, they’re not creating urgency enough earlier in the sales process. We can start looking at the deal to move from stage one to stage two faster. 

On the empirical side, there are multiple ways you can look at that correlation. Again, I’m going to say correlation because the coaches are working tightly with the sales leadership as well. There are multiple things coming at them to help drive this particular behavior set. You can see the correlation on the empirical side. Anecdotally, it’s really like, do the reps get excited to meet with them? Are they like, hey, can I be on your roster this next month, or are the leaders like, hey, can so and so be on your roster this next month? They get a great Slack message at the end of the session like this was really great and impactful. You really helped me close this deal. 

When it comes to what good looks like, it really is twofold. There’s empirical and anecdotal, and you can look at it and I feel like you have to take both of them into account because. As a coach, people have to want to meet with you for you to be impactful. That’s where the anecdotal comes in before the empirical can even happen. 

SS: Absolutely. Now, I know, especially this year, a lot of organizations are hyper-focused on how they can improve productivity, especially amongst their revenue-generating teams. How can real-world coaching help to scale the productivity of a sales team? 

MD: That’s a great question. I think right now in this day and age, everyone is being asked to do more with less. We are off the teams that are impacted by rifts and layoffs. You have the sales teams that were cut drastically and are still having to drive revenue. How do you really focus on the most impactful part of your revenue team to do that? One of the things that I talk about and that we’re really looking to focus on as well here at Upwork is moving the middle. How do you identify the most robust group of people where the marginal benefit of them increasing their quota attainment by 1% will exponentially increase your revenue and productivity goals?

The A players and the non-A players, we’ll say, the D and F players, that’s where the leaders can really lean into that. That’s where you’d be that the sales coach side of the house can really lean into the middle and focus on their productivity. How do we, again, get more with less, but not just necessarily more, but better conversations, better quality conversations, more power in the deal, and more effective ways to create urgency? We really try to focus on the middle portion, because again, that’s where we find if we see the increase in productivity, the increase in deals, the increase in quota attainment, that’s really going to drive our revenue goals in a whole, in a whole new direction.

The coaching team can really help the leaders focus on and double down on that as well. To be able to help achieve some of that productivity and those revenue goals that we still have to hit. Every company still has to hit. 

SS: Absolutely. How do you guys leverage Highspot to help bring your coaching strategy to life?

MD: Our company, our org is set up a little differently than other companies. Our enablement function and our sales enablement function focus on our content enablement. They live in our marketing department, and so my team lives in the ops department. We work really closely with our content enablement team to be able to develop playbooks, develop plays, develop talk tracks, and all these things to be able to double down and reinforce. We partner closely with them to build that content out, and then we launch the live training. We launch any e-learns you might need to have as well. 

It’s a double-down approach. We can use Highspot as well for reinforcement and to ensure we can get the insights we need. Anyone in enablement has heard of the Kirkpatrick model for measuring success. I think we use Highspot and recognize that Highspot is a great asset to us as we look to measure that impact. For level one for reaction, we can get the training survey and maybe do a quick pull to see if it was impactful, but for level two and level three, you start seeing the behavior, the learning, input, and impact. You can do the role plays and have them uploaded in Highspot. We have the reinforcement material. Who’s accessed it? Who’s been in the playbook that we created? Did it help drive a deal forward? 

It’s a real way to get that empirical data where it’s really hard to enablement, a way to continue that progressive measurement of success by utilizing the tool properly you can really start getting those insights. You can also see who hasn’t utilized it and get some feedback on why you aren’t there. Why haven’t you used it? We can pivot quickly as well to ensure that the material is as used as possible if you will. 

SS: Do you have any wins or best practices you can share about the outcomes of leveraging Highspot for sales coaching?

MD: It’s all wins to me. Anytime we can utilize a tool to see what’s working, and what’s not. This is the beginning of the year we launched a program called Gaining Executive Alignment. As with every other company out there, as we’re all trying to get our people as equipped and enabled as possible, having power on the deal is really important.

We partnered with our enablement team to build out the content and playbook for gaining executive alignment series. We were able to have a progressive series program where we did three different live sessions. We did some content and playbooks associated with it. We were able to not just use our live training, but also our content team to be able to measure who’s utilizing it. How is it working? We continue to still use it. We saw that when we focused on it, it really helped you, but we saw a pretty decent increase in actually getting power on deals and setting up new meetings with the right people as well.

We’re able to back that into insights we use from it. If the person’s getting good, getting more deals or they’re getting more power on deals, of course, even in the Highspot, a lot utilizing some of the talk tracks and the playbooks that we have. There’s an easy correlation to make. If you use it it actually works.

SS: Now, we’ve talked a lot about ongoing training and coaching, but I know that you guys are also using Highspot to help with your onboarding process. Tell us a little bit more about that and how you leverage Highspot in your onboarding program. 

MD: We’re actually in a revamp of it too right now, and I was just speaking with Nikki, who is our owner of Highspot over here at Upwork. Historically, we’ve used it for e-learnings and getting them on the path for that, but as we look to revamp our onboarding program and make it a more, I won’t say progressive, but for lack of a better word, progressive approach towards a true ramping experience versus this kind of like exponential curve and then fall off.

We’re looking at how we’re going to be utilizing Highspot to have that experience be even more interactive with our new hires. Can we have a new hire landing page where every new hire goes to the page, they knows exactly what their journey is, where they are on the journey, what e-learnings are going on that week, what milestones we call them, and what assessments are coming down. We’re actually revamping it and going to be doubling down on our Highspot usage for our new hire training to really make it a much more singular source of truth for our new hires to come in. 

It’s not so, go to the search bar and find it, and here’s e-learning. It’s going to be a one-stop shop. I’m excited for what we’re going to be doing. I know that it’s going to be a lot more impactful to our new hires. It’s a new way that we’ll be utilizing Highspot. One of the other things we’re going to be looking at doing with our new hire experience is as we’re building out this content or revamping this content, what I think we’ve found is that governance is really hard as we like having people leaving the business or moving into new roles. We have to go in and update any e-learning or any videos where they were in. 

We’re also looking at making sure we have facilitator guides so that anyone who does come in can take over quickly. We’re going to start utilizing AI. You know, ding, ding, ding, the term of the quarter of the term of the year. How do we bring AI into some of our e-learnings and things too, to really make it a much more general approach versus a specific sales leader or person speaking to it? We’re also going to look at how we have a gated way within Highspot to have all of these facilitators, like kind of the backend, like with that leaders can access specifically where it holds all the facilitator guides, holds all the depth.

If it’s like, oh shoot, this leader’s out this week, in the Highspot link, here’s the facilitator guide, here’s the deck you’re going to be presenting to the person who might be filling in for them. We’re going to be looking to expand over how we use Highspot for our new hire instance. We’re working on the plan this quarter with a potential launch in Q1, or Q2. I am excited to see how that turns out and how that’s going to impact our new hires coming in. 

SS: Amazing. Well, I’m excited about those plans as well. You guys are doing amazing already. You guys have incorporated Highspot training and coaching into day to day workflows of your reps, and you guys are already seeing an 83 percent recurring usage, which is amazing. I think adoption and usage are really critical in order to ensure that you’re seeing that intended behavior change. My last question for you, sales leaders obviously play a very critical role in reinforcing behavior from the top. How do you enable sales leaders to effectively support their teams and reinforce the value of training and coaching?

MS: Great question. I got to give huge props again to Nikki, who is our manager over at Enablement. She owns, runs, and really drives that adoption for Highspot. She’s an incredible partner. I couldn’t do this without her. Reinforcement is the key when it comes to any enablement programs. I think we have all been at companies that had training rollouts, whatever that might be, new programs, new products, new pricing, new methodology, and it’s like, oh, great. We’re going to be sitting in this training and let’s check the box and get it done and then the next shiny thing happens and that’s all fizzled out and forgotten. 

Reinforcement is a huge part of success for any program or anything you’re trying to launch as we all know, but it’s also the hardest thing to do. What we’ve been looking to do, especially knowing that leaders have so much on their plate, is enablement teams are often a team of one or two. How do you scale that reinforcement? How do you enable and provide the leaders with the tools that they need to help you reinforce that? How we use Highspot is after we have training for some of our larger scale programs, we create what’s called a meeting in a box. It’s simple, but it’s a one-sheet that ties out just some decks that can provide some additional team huddle materials, and one-on-one questions to help continue that conversation.

With leaders, we try to make it as simple as possible, knowing that their days are insane and slammed. I’ve said it before and I’ll say it again, I think frontline leaders have the hardest job in any organization. That middle manager, you’re really managing up, down, across in so many different ways. In enablement and training, our job, when it comes to making sure that we get behavior and skill change and that these training are impactful, is on that reinforcement and that sustained motion. While we depend on the leaders a lot, how do we make it as easy as possible? 

We create this meeting in the box, we share it with the leaders afterward, and then we can, using Highspot, look at who’s actually going in and utilizing that resource and that tool. It does a few things. It’s like, okay, they’re utilizing it, it’s being adopted like that’s that level two of Kirkpatrick, we’re starting to see it. We can see who’s not using it. Again, it’s a great way to go and see if someone’s not utilizing it, why not? Our goal is to get 100% of our leaders utilizing our content and at least getting in there to assess it and be able to pull through to the application.

It’s a way to also get feedback and really identify the not, the non-adopters, which is to me the key. Who’s not utilizing it and why not? We can quickly iterate quickly, by seeing who’s not actually going in there and getting some insights from Highspot. We can go in really quickly and be like, Hey, Mr. Sales leader, let’s have a quick conversation, a couple of questions. My customers are the sales leaders, so I want to know what’s not working so that we can make it right so that they’re utilizing it and their teams are impacted as well.

SS: I love what you guys are doing. It helped to enable your sales leader. You guys are doing a fantastic job there at Upwork. Thank you so much for joining us today. 

MD: This was awesome. Thanks for having me. Thanks for having such a great tool too. We are huge Highspot fans over here.

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Molly Sestak, the head of enablement at SEDNA.Thanks for joining, Molly! I’d love for you to tell us about yourself, your background, and your role. 

Molly Sestak: Thanks so much for having me, Shawnna. I’ve actually been around sales my entire life. My dad’s company is actually a manufacturer’s representative, which basically means they’re the middle people between manufacturers and wholesalers for really large commercial bid jobs. I grew up hearing him on the phone, spending time in the office, hearing how people make calls, and so on. I actually started working there when I was like 15 or 16 until I graduated from university. 

The funny thing is I started as the cleaner and all of a sudden one day it was like, oh, can you file a few things? Apparently, I was good at that. I don’t know how you’re bad at filing things, but a few days later my dad’s secretary actually asked me to answer the phones while she was away. Apparently, I was really good at that, so they actually started having me do inside sales. I really was only like 16 or 17, still in high school at this point. I really got my foot in sales early. 

I worked there pretty much every summer for five, or six years. I think after uni, I thought I was definitely not going into sales. I didn’t want to be like my dad because all he does is talk on the phone and travel and all sorts, which seems nice, but I didn’t want that. Well, unfortunately, that didn’t work out for me because I found tech and I absolutely fell in love. 

I fell into enablement naturally. It was BDR and then became a bit more senior in the team. As we started to build out that team on board new people, I took on that training person role within the team. It started off a little bit ad hoc doing team training and then they’re like, okay you are pretty good at that and I can see you like it, why don’t you help us onboard some of the new joiners? Fast forward a few months later, a job opened up in the enablement team specifically for BDRs, so that’s really where my background focus is. I went for it and never really looked back. I think that really made me realize that I love teaching people how to sell even more so than I actually love selling. 

I joined SEDNA about a year ago to help with coaching the sales team, building out playbooks, and so on. It’s definitely been a journey. I think every company has really had quite a lot of hardships in the last year. It pretty much has touched every tech company that I know of. I even did a short stint heading up our BDR team, so a slight shift away from enablement. We’ve finally hired somebody amazing to take over that team so I can announce that I’m finally back into enablement as of about a month ago. I have just been promoted to head of enablement and I’ve never been in that strategic role before. It’s been a really big learning curve, but slowly finding my feet and am excited to see my plans come to life.

SS: Wow. When you say you have been in sales for your lifetime, you really mean from almost start to finish. That’s amazing. I’d love to understand, now that you’re focused on enablement and gravitated towards that, from your perspective, what does good enablement look like? Maybe if I was going to reframe it due to your new role, what are some of the key components of an effective enablement strategy? 

MS: I think that’s a really great question, Shawnna. I can of course say what everybody else says in this, I think what the key pillars are, which are content, training, and coaching. I think those are the three key things that we look for in driving enablement in a company. You can create the best programs in the world, but if they aren’t aligned with those company goals and you don’t collaborate heavily with other teams and get those stakeholders bought in, it’s just not going to move the needle. I’ve actually spent some time thinking about this and what I do differently to the above to hopefully help those who are listening out there. 

I think one thing that has really helped me is actually having that sales background, doing sales myself. I always bring that into everything that I do, but I also go back to that feeling of being bored in training and not being able to sit still when you have someone talking at you. When I build my programs, one of the things that I try to do is make them as engaging as possible. Does that mean that I’m asking them questions throughout? Do I make it fun? Do I put a game in there? I know when I was at Okta, I actually made a board game called Okta Land. It’s kind of like Candy Land, but it actually was with Okta questions and you had to answer questions about the product or do a cold call role play or handle an objection to move forward on the spaces. So again, it is just how we make it fun and drive that engagement throughout. 

I think often as enablement professionals, we get so caught up in that idea of like, we have to have this big strategy. What are we going to do for next year? I’m already thinking about 2024. What’s going to happen? What do we need to leverage to really hit those goals? I think it just turns into that tick-box exercise sometimes. I’ve thought a lot about this recently, which is funny why you’ve asked me this question. I think one of the answers to that is actually having bite-sized training that can influence the now. How do we help people do their jobs better today, not three-quarters from now? 

Of course, that’s super important, but we’re already doing that anyway. One of the things I actually just implemented as of last week is called Mondays with Molly. I tried to make it fun with my name, and it’s just in time snackable style enablement. It’s about three to five minutes. It’s a bite-sized video. I’m not a perfect editor, but I just threw it in iMovie and made a little jingle on Canva just to make it a little bit fun. It doesn’t take me very long. I just recorded it right before this podcast and it took me about 20 minutes to come up with the idea and actually record it edit everything and get it ready to send out Monday morning. 

The idea is that they listen to it while eating their breakfast or drinking their coffee on a Monday morning in the hopes that that’s something that they’re going to start doing that Monday. That’s what I’ve been doing a little bit differently than the usual enablement strategies that we see all over enablement teams today. 

SS: I love it. You have a creative flair that you bring to your enablement strategy to keep it engaging. I mean, attention is a hard thing to capture with sales reps, so kudos to that. How does your enablement platform help you bring that enablement strategy to life? 

MS: I definitely couldn’t live without it. I think that’s probably because in enablement we’re constantly faced with this idea of spinning plates and managing multiple stakeholders at one time, there’s like this huge element of collaboration. Not to mention the amount of content that we’re in charge of and making sure that people are actually using and then giving that feedback back into marketing. I’m sure that many of the people listening have just dealt with the sheer number of questions that go a little something like, hey, where can I find X document? I’ve had so many of those questions and to be honest, I made an emoji in Slack, that’s the Highspot emoji, and I just now sent it to them. 

It’s kind of a funny way to deal with it, but they do then get used to actually going and finding it themselves. I was absolutely buried in these. Before we had a sales enablement platform, and I really think that they helped bring that structure to the chaos. Besides that, I think the main thing is, first of all, they provide that single source of truth for all the up-to-date content that can be shared with prospects and customers or used internally to inform or upskill the team. Then, not only can you ensure that your team has access to the right content or information at the right time, but they can also share that content with their prospects and customers and get those analytics into what they’re engaging in. Not only does this help enablement, but marketing and reps, it pretty much helps every team that we touch really understand what content is resonating most with buyers. That helps us make much more data-driven decisions over time. 

On the training and coaching side of things, It’s a huge manual output. If you don’t have a platform it’s all live sessions, tracking things on Google Sheets. I mean, not to mention if you want somebody to do an accreditation or some sort of certification where they have a role-play involved. It is really difficult to manage all of that with the rubrics and all sorts. This really helps to roll this out and ensure completion on that, those kinds of things like training and certifications or even an onboarding program, for example. 

SS: Absolutely. I love that. Those are fantastic examples. Before Highspot, your team leveraged a different enablement platform. Can you tell us a little bit about that experience and maybe some of the challenges that your team faced?

MS: Yeah, absolutely. When I joined SEDNA, the previous enablement team had actually already chosen Seismic, so they had been using it for about eight or nine months by the time I joined. I think before that they were using Google Drive, which is just horrible to think about now that I can’t live without an enablement platform.

SS: Was there an impetus for deciding to make the change and implement Highspot instead?

MS: I think once the team actually got their hands on Seismic, the realization that actually Lessonly in Seismic, they actually weren’t integrated at all. There were two completely separate logins. I think for anybody listening, who’s had to deal with two separate platforms when doing enablement, that’s just double the enablement that you have to do, double the management, and double the admin. That was a huge problem for us.  

I think one of the main reasons that we did switch was that I like having content with context. On pages, you have your content and then you have your context, which is your training and coaching around that. You couldn’t really do that with Seismic unless you hacked the page and it was kind of just like a click here type link. There weren’t any buttons. It wasn’t kind of like that smart navigation that you have on other platforms. With the digital sales rooms, they also kind of fell short a little bit, and the team felt that they were really difficult to create and they just weren’t used, even though that was one of the main drivers for purchasing the solution in the first place.

Reps couldn’t find the content. Your platform is only as good as the content that they can find, so it was a huge problem there. That search wasn’t really optimized, and the pages weren’t that easy to navigate. Speaking of the pages, the overall look and feel of the platform just felt a little bit too clunky for a small organization and we really found it difficult to make the lessons and the pages look customized to our brand and the feel of our brand. I think you could have if you had a lot of design experience and had a team dedicated to doing that, but we didn’t. We had to be a little bit scrappy, so that was really challenging. 

Then finally, on the analytical side of things, it was really difficult to pull out the data and analytics on what was working and what was being used to really help us make those data-driven decisions. It actually took one of our team members multiple days to pull that data out for QBRs. She really struggled with this and would go to Seismic and ask for help and they would kind of just send her a help article. She’s like I already read the help article like I don’t know how to do this still. We really didn’t get the help that we needed.

On the flip side of things, when I joined SEDNA, I did know that they were already feeling a lot of these challenges, so they were already in talks with Highspot. I think it was basically that our Highspot contact knew that we were coming up on our renewal, and also knew that you guys were launching your Training and Coaching side of things, which was a huge thing for us at the time. The Highspot reached out to my previous boss, like well before renewal, so I think that the Highspot team did a really good job reaching out and being proactive and following up because I really think that that helped us drive the change even further. That was like the nail in the coffin, like, hmm, actually we should look into Highspot again. That was really cool from the team.

SS: Well, I love it, and I’m glad that you’ve joined the Highspot family. After implementing Highspot, how have you been able to solve some of the challenges your team was facing with your previous solution? 

MS: I think there were three main things for us that have actually solved a lot of the challenges that I spoke about earlier. The search was a huge win for us. Highspot search is absolutely amazing. I find things in one second. It’s funny because our platform is also renowned for search, so we feel very comfortable with that. Whereas sometimes when you’re searching on other platforms, you don’t really get what you’re looking for and then you have to try to figure out what page is it on. Or what folder did I put it in? This was a huge win for us. 

I don’t get any questions about where to find content anymore, so that was a huge sigh of relief for me. Pitching has also been a huge win for us. The team wasn’t really adopting this before, even though it was one of the absolute main reasons we purchased Seismic in the early days. My team absolutely loves that you can add multiple pieces of content in a branded environment rather than just kind of sending those one-off links to each of the pieces of content. That’s been a really big thing for us. 

Also just ease of use not only for the team and just how nice the platform looks in general from a UI perspective, but I think from my perspective as an admin. We completed our entire migration, tested it with the team, and rolled it out in literally about two to three weeks. It’s insanely quick. It didn’t feel quick, by the way. It was definitely a bit of a roller coaster for me trying to figure out cause I had never implemented a sales enablement platform before, but we could not have done that with our previous solution. That was huge for us in terms of the admin and upkeep. 

SS: To that point, I think getting buy-in from executive leaders on the impact of enablement and the value of your enablement platform is absolutely crucial. What are some of your best practices for securing buy-in from your executive stakeholders? 

MS: It’s pretty interesting. I think it’s about getting them to see the value through salespeople. Shouting positive things about it rather than me. I think the second it drives a deal forward or a prospect is like, oh, wow, that’s pretty cool, it definitely will catch their attention. I’m going through Sandler training right now with my new VP and it reminds me a bit of the Sandler Methodology that you have to get your prospect and realistically my sales stakeholders are my prospects and customers, but you almost have to get them to realize it themselves. The impact of something or the challenges they’re having rather than it coming from you. It’s much more powerful.

I think that’s definitely the way to go, almost making them realize like oh, yeah we do have those challenges and wow that actually is a huge impact rather than you saying it yourself. I also, as I mentioned previously, include them up front in the process, and make sure they’re aware and informed throughout because that will really make sure that they’re bought in up front. They know exactly what we’re signing up for and you can already start to have key metrics that you want to measure and make sure that you’re holding yourself accountable for getting the ROI out of that platform. 

SS: Absolutely. Now, in addition to having leadership support, you have seen really strong adoption across all of your users. You have a recurring usage rate of 84%. What is your advice for driving adoption amongst your sellers?

MS: It’s really interesting because our team was not really a fan of Seismic. In the beginning, we actually struggled to get people excited about Highspot because they thought it was like, oh, it’s just the same. We kept saying, no, it’s not, but of course, they don’t listen to us. We tell them things all the time. They need to find it out for themselves. What I did was I actually tried a few fun things when we launched it. One of those things was a holiday scavenger hunt where we provided clues that led to the most important pages that we wanted them to land on. Let’s say product or partnerships or personas pages. It helped them get the navigation down and understand where everything was located. We basically put holiday emojis on the piece of content that related to the clue so they had to go and find those.

SS: I love that. Taking those skeptics and making them champions is absolutely clutch. Now, I want to ask because you’ve talked a lot throughout this podcast about the importance of a unified platform that can help you not only with content but also training and coaching and seamless experience is driving adoption. How have you started to leverage Highspot Training and Coaching and what are some of the results that you’ve seen so far? 

MS: The first thing that we did with Highspot Training and Coaching was actually a Highspot certification, naturally. That got them used to the features and functions of how to use it and how it was a little bit different than Lessonly, so we got them comfortable with it. Since then, we’ve done quite a lot of certifications. One of which was like a discovery demo certification that included not just some videos and some live sessions, but we actually took it one step further and did a video response with some test questions and had a rubric attached to that, that then matched our rubric in Gong.

When we started to do call coaching later on, that was like the real-world example and not just kind of the role-play example. We could then take that rubric and use that later down the line and they were comfortable with it and familiar with it and knew exactly what they needed to change. 

That was the first real instance of using this. We were not able to do this with Seismic. The video uploads never worked for us, so we always had to do things like a manual send via Slack, which is just not ideal. With Highspot, we’re actually able to take the best video responses and I was able to then build a page with all of the best ones where people could then go and watch here’s what good looks like off the back of this. That could be Gong calls, but it could also be the video responses that they’re using. 

The next thing that I’m building out is actually an onboarding program for both BDRs and AEs. They join on the second of October, so I actually only have about a week left to be able to build this out, and maybe only 60% of the way. Onboarding just has so much content. I think it’s great that having that kind of platform that has both the content and the training and coaching is an absolute necessity for new joiners because not only do they have a place to go when it’s like oh I finished everything for today for my onboarding. They can go in, they have Gong calls to watch within Highspot, they have different video training that is bite-sized like my Mondays with Molly that they can go watch, they can see QBR decks, they can go kind of peruse product personal information. I think it’s just super helpful for them to have access to that content on day one and just in time when they want to discover it. 

On top of that, from my perspective, I can see exactly where they are in their onboarding journey. What have they completed? Pretty much every day they have pre-work, which tends to be like a series of e-learning videos or articles that they need to read, and some live sessions that we’ve run outside of Highspot. Then we throw them back into the platform in the afternoon for their post-work, which could be a presentation that they have to create, and then they need to upload the link into Highspot so we can grade it and give them feedback on it, or an objection handling role play that they need to do. We use test questions a lot, and we also use the free video response a lot. 

That just means that as we grow our new joiners and we have people go through onboarding we can start taking best practices and link the videos that they do within that without having to download upload and record them via Zoom. It just makes that way easier. Just having everything in that one unified platform. 

SS: I love that. On that note, last question for you, Molly. This has been fantastic by the way. What has been the impact of having a unified platform on sales productivity, and do you have any key wins or business outcomes you can share? 

MS: I think getting our top seller on board was a huge key win for us because I think if we didn’t manage to do that, I think we would have been in trouble. That was probably our biggest win of really driving that adoption and making sure that sales are productive with it. We’ve also done some additional things, like refresher training. Some of those will also be coming up on Mondays with Molly. Just little things, like if we get updates in Highspot, I know you guys are always launching new, amazing features. 

That Monday with Molly is a perfect outlet to then be like, hey, this is actually something new that you can do on the platform and I want you to start doing it today. I can start measuring that. In general, I don’t get any more questions, like Where can we find X? The search function is working really well. It means that reps can find the content that they need in a matter of seconds, rather than doing the whole waiting for somebody to answer on Slack, which could take hours if not days. If I’m really busy, sometimes I forget to respond. 

Actually, there’s a funny story that happened the other day that I think brings us to life. We have a new RevOps contractor who’s doing some territory planning and books of business for us. She actually asked me the question the other day and fair enough I didn’t train her on Highspot and she said, hey, do we have a document on ICP or something like that? I said no, actually we don’t have that document. I need to build it, blah, blah, blah. She said this back to me and I quote, I am glad I’m not crazy. Things are so well organized here that I have to keep reminding myself if you can’t find it, it doesn’t exist. 

I thought that was like a true testament to what we’re trying to do with not only the search function but really optimizing that guided selling experience so that if you don’t know where something lives and you’re not really sure exactly what you’re looking for and what it’s called, that you can navigate and kind of discover that content as it comes up and as needed. I think we need to refine that a little bit more moving forward now that we know what people are searching for and updating that content. I think we have a really good, strong foundation to start with and it is clearly working.

Marketing was able to pull out all of the most used external content, which really provided the foundation on which they were able to prioritize which pieces of content they should actually update first. I think that was really helpful for them. We, of course, don’t have a crazy amount of content. I think we have maybe 400 or so assets in the platform, but if you had to go through 400 and try to prioritize, just kind of finger in the wind, that would have taken them a really long time. I think it saved them quite a lot of time on that front.

In saying all of this, I actually wish that we had really concrete and better metrics, but with my role shifting so much, we haven’t really measured enough or properly used the governance side. It’s actually something that’s on my list to work on over the next few months. As part of the refresh, we’re actually going to dive a little bit deeper into some of these and what KPIs we really want to measure moving forward to really make that impact of the platform a lot greater. I am really excited to see where we end up. If I talk to you in a year from now, I think it will be amazing. 

SS: I can’t wait. I would love to have you back, Molly. Thank you so much for sharing your story today. 

MS: No problem. Thank you so much for having me. 

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Carly Foerster, senior manager of enablement at Classy. Thanks for joining, Carly! I’d love for you to tell us about yourself, your background, and your role. 

Carly Foerster: It’s an absolute pleasure to be here. Hey everyone, my name is Carly Foerster. I’m the Lead Enablement Manager over here at Classy, and I have been so thankful to have been with Classy for the past seven years. It’s wild to think that it’s been that long, and really what I love so much about this work is that we’re able to work every single day with incredible nonprofit organizations and help them raise more money to support their mission.

I’ve worked at various levels of our sales organization. I was an SDR back in the day and I’ve been an account executive on the front lines. For the past five years, I’ve been on our enablement team. Again, I am really just grateful every day to learn something new, even seven years down the line, and to work with nonprofits as we mobilize the world for good. 

SS: I love that. Now, to start, because you’ve been with Classy, as you said, for seven years, tell us about the enablement journey at Classy, and what were the core components of your enablement strategy?

CF: It’s a work of love here. It certainly has taken a while to get up and running through those five years, at least that I’ve been with the team, and really appreciative to our small but mighty team over here for making it happen. When I think about the enablement strategy at Classy, it really breaks down into three key guiding principles that we use to direct where we go with enablement in the now and in the future.

The first one is that we focus on ensuring that every seller is successful. This truly is the guiding principle for our entire program. From the moment that a new hire in our sales or customer growth organizations is extended an offer for the team, we get right to work on curating what that pathway for success looks like. We have an onboarding and everboarding experience that’s centered in a 30, 60, and 90-day framework because we recognize that the first 90 days are crucial to that new hire’s development. 

That’s no new news to anyone in the enablement space. There are so many reports online where you can find that. We know that that is such an integral and crucial part of that development. Through those first 90 days, we are carefully crafting a mix of live training with experts, certification pathways, on-demand content via Highspot, of course, and coaching and anything we can to help them be successful. Ultimately, we set that strong foundation for sellers so that they can provide the best experience for our incredible nonprofit partners. That’s part one. 

Part two, ties actually hand in hand to part one, which is this drive to always be learning. That’s actually a personal core value that I’ve taken on in my time at Classy because this hunger for development is a philosophy that’s essential to personal and professional growth, especially in the nonprofit industry that we work within. We’re constantly seeking out ways to learn more about the future of fundraising and how we can better position and grow our product to help our nonprofit partners raise more to do more for their missions. 

Our ongoing enablement program for our sales and customer growth teams is going to be a varied mix of live trainings from industry experts, both internally and externally from our team. We assess and have strategic conversations with leadership to figure out what’s the next growth point for enablement, and have built out a lot of on-demand content and pathways through Highspot. That list goes on and on. 

Lastly, our third guiding principle here, I’ll wrap it up, is that we win as a team. This is something that I feel really fortunate about having been with Classy for the past seven years, is that we truly have this collaborative environment that’s across enablement, sales, marketing, operations, product, and any team that we have here on the ground. We are working together to ensure that we’re making every single seller successful, and by extension, we’re helping our nonprofits do more. We are leveraging and leaning into each other to build content in Highspot, to deliver live trainings, and to do as much as we can to be successful. Those are our three guiding principles and I’m always happy to share more about them. 

SS: Those are spot on what makes a strong team and a strong culture within an organization. Now, I do want to ask a little bit about the role that the enablement platform plays in your overall enablement strategy. 

CF: In this case, it’s Highspot for Classy, of course. That’s the reason why I’m on this podcast. In my mind, an enablement platform is central and integral as a component of a successful and scaled enablement program. I want to focus on that word scale because that’s where you can really create this trajectory for the future.

There is very little that we do on the enablement team that doesn’t include some sort of play or asset that’s tied to it within Highspot because this serves as our source of truth hub of resources for our team that they’re able to send out to our nonprofit partners, but it also serves as that strategic training tool that we’re leveraging again every single day to teach our team new concepts and processes and products and soft skills and anything that’s needed for the future. As I said, if you’re looking to build out a really, really successful and solid scaled enablement program, having an enablement platform like this is absolutely essential to that journey. 

SS: I love that. Now, prior to Highspot, you had a different platform in place. Can you tell us about that experience and maybe some of the challenges your team was facing?

CF: I’d love to focus more on the reasons why we found such value in Highspot because that’s what it all comes down to. Previously we had leveraged a similar platform that allowed us to store and share our content across our team and by extension, our nonprofit customers. Unfortunately, as happens in the technology space, it wasn’t the just right Goldilocks fit that we were looking for. That happens and that’s why we’re constantly evaluating and growing. 

I think on top of that, another challenge we had run into was just adoption of the platform itself was pretty low percentages we were seeing from sales and customer growth. We hadn’t quite built that trust in this system with those teams. Fortunately, we discovered Highspot as we were looking to evaluate some new tools and we discovered. It’s extremely easy to use a comprehensive toolset. In my mind when I look back, what it helped us do was really elevate our team’s ability to learn more at a faster pace and have extremely easy access to all of the resources that they needed to provide the best experience through sales and the customer journey for all of our nonprofit partners.

On top of that, I talked about adoption being a little bit lower with the former platform we were using. With Highspot we’ve seen just astronomical adoption rates and a big piece of that is that we built trust early on with that team. We are really appreciative of the true partnership that we’ve seen, the human element with Highspot as well, and the intentional support we get from the team. Together we’re creating a more successful enablement environment at Classy. 

SS: You mentioned that with Highspot, your team has improved productivity and you are no longer bogged down with questions like, where’s this piece of content or where’s this training? Tell us more about that. How has a single source of truth helped you boost productivity? 

CF: Yeah, if I could put it in one word, it’s just immensely. I was thinking about this and remembering back to the days when we were answering questions. It felt like almost every half hour, and I’d estimate that roughly 30 to 40 percent of the daily work time of my team was spent just answering questions like, where is this resource, or do we have a resource for X, Y, Z? That’s a significant amount of time and energy that we were spending directing traffic for our team. I can’t say that I crunched numbers exactly, but if I were to estimate on the Highspot side of how much this has cut down that 30 to 40%, I’d have to say that I’m now down to about like 5 to 10% of my day is answering some of those directional questions.

Even more so, it’s often that it’s a directional question paired with a, how do I use this? It’s a little bit more of an amplified question. I mean, what a difference that’s made for us, especially our enablement team where this frees up our time to focus on more proactive approaches to enablements and deliver more impactful resources to our sellers at a really fast pace. On top of that, we’ve heard great feedback from our sellers, and from our teams, since we’ve implemented Highspot, particularly around how easy it is to find the resources that we need. That’s really where we’re able to cut down on that time and pivot and focus on things that matter even more to us.

SS: I love that. Now on the rep side of things, obviously in addition to improving productivity for enablement, how have you seen productivity improve for your sales reps?

CF: Our sellers have provided great feedback since this has been implemented. It really underlines how Highspot is adding to its success with that productivity focus. It’s an easy-to-use single source of truth. That means that our sellers are spending less time waiting through the floating PDFs, the emails, the Slack messages, all of those sources where you’re like, where am I supposed to go here? They’re able to just go to one single source and easily use filters or search bars to find access to what they need. For me, when I take a look at that, that saves time for them to focus back on activities where they can invest more in meaningful conversations with our nonprofit partners, which is the ultimate goal of what we were looking for when we moved to Highspot as a partner. 

SS: The numbers speak for themselves. I mean, you guys have had a really strong adoption of Highspot since the onset. Your recurring usage rate is consistently at 85% or higher, which is amazing. What are some of your tips or best practices for driving the adoption of the platform amongst your reps? 

CF: Well, Shawnna, I’d like to say it’s all on me, but no. First things first, I really do have to give a shout-out to the amazing people that I have the good fortune to work with every single day. There’s a reason why I’ve stayed here for seven years. A lot of it goes back to the people that I get to surround myself with every day. I bring that up because it is due to the collaborative environment that we’ve built with this team through enablement, sales, customer growth, ops, marketing, and beyond that we’ve been able to build trust in software like Highspot so that when we deliver it to our sales and our customer growth organizations, they are ready to jump in head first and make it happen. 

As far as best practices go, I think the first part is just to make sure everyone’s on the same page so that when you go to deliver and implement a system like Highspot, everyone is trusting of what’s about to happen.

The second thing that we’ve really focused on, and honestly could still be doing a better job of, is pulling in the keen members to the fold when we’re going through the planning process with new content and new plays and new spots that we’re launching to ensure that it’s meeting the needs of the people that it’s actually intended for. Reaching out to relevant teams, reaching out to even just high-performing reps to say, can you take a look at this before I put it up for everyone to see? I’d love to get your buy-in here. Then, on top of that, can you also be the person who shares this with your team because now it’s not just coming from one single source? It’s coming from the network and the collaborative environment that we’ve built out here. Those are two really big learning lessons that we had. 

A third one that I just thought of that I absolutely have to call out is the accountability piece. In particular, we got buy-in really early on from our leadership teams for this purchase of Highspot. I’m extremely thankful that we’ve been able to lean on them as what I’m going to call accountability allies. It’s not just that the assignments or the plays are coming from enablement, they are woven into the framework of what our leadership team is bumping down to their teams to focus on. It’s accountability, it’s collaborative, collaboration, and it is pulling the right folks into the room so that you’re getting the right feedback and you’re, you’re heading in the right direction together. 

SS: Now you mentioned plays and another area where you’ve been extremely strong in traction on our plays, which you guys have a 95 percent adoption rate, which is amazing, Carly, I have to say. What are your best practices for building effective sales plays? 

CF: There’s been a few key learnings along the way here, and I have to give a shout-out to our Highspot team that supports us because from the beginning we’ve had incredible resources and best practices that your team has shared to make sure that we’re successful. I think the first part of the success we found was identifying a framework that is impactful and accessible to the audience it’s intended for. Highspot is great at providing some templates, and we also just have our own experience, and what we know lands well with the team. 

We don’t stop there. You can find a framework, but we have to validate it. We validate it by taking it again to the intended audience, whether it’s to a relevant team that’s set up for whatever we’re about to launch a training on, or again, just a top performer or somebody that has a really good eye for detail. We take it to them and say, is this helpful? Is this an impact? If the answer is yes, we know that we’re headed in the right direction.

Tying back to my earlier answer, accountability is also huge here. That’s where we really lean into our partnership with managers and leadership to, I don’t want to say enforce, but hold teams and hold ourselves accountable to completing the plays, the lessons, whatever it might be that we’re sending out via Highspot.

Lastly, there’s such power in simply integrating this into every single part of your enablement structure. It’s not just that, Highspot is one floating area of what’s happening or your sales enablement platform is one floating area. It’s that you’re integrating it and weaving it into the ecosystem of enablement. One great example to think of is onboarding. It is pulling up those plays during onboarding, which we do every single onboarding class. We have them bookmark the most important ones to be using. We walk them through how to use them and where to find those resources. If you start from the beginning as a new hire and it’s just known that this is a part of what you do for enablement. That is the behavior that we’re enforcing through the rest of their time at Classy.

SS: I love that behavior change, especially with reps, it’s absolutely crucial to getting them to adopt those new behaviors. What are some of the results that you’ve seen since leveraging sales plays, and how do you leverage them to help boost rep productivity?

CF: It really depends on the type of play that’s being launched, because the way that we develop plays is there some sort of in some cases, not all cases, there’s some sort of KPI or measurement that we’re using based on whatever the content of the play is. If I were to think of an example of what this looks like for us, we often create plays that focus on cause areas for our nonprofit partners and cause areas are the mission, and the work that they deliver to their communities. These plays are really built to provide our sellers with an opportunity to not only be industry experts and experts in what we know, which is the value of Classy and the value of what we bring to our nonprofit partners, but to also be knowledgeable about the trends, the challenges, the structures, and more of nonprofits in those particular cause areas. 

In the nonprofit space, we know that our partners are oftentimes wearing a hundred proverbial hats, different roles that they have to cover. They don’t have the time to dedicate to helping educate us on the work that they do. We need to take that on ourselves to help empower the conversations we’re having. We are preparing our sellers to be really intentional and have impactful conversations that are tailored to those nonprofits’ specific needs, and also know how we’ve helped solve those challenges with similar organizations that we work with. 

We may tie a KPI to that around how we have been able to move the needle forward with organizations in a particular cause area after we’ve released that play. That’s really where we’re, we’re taking some measurements and we have seen the impacts when we are providing that education opportunity to empower our sellers to do more and know more. It is showing results on how many nonprofits we’re able to bring to our organization. We’re thankful for the opportunity to have that education. 

SS: Love that. Carly, last question for you. How do you plan to continue to evolve your enablement strategy in the next year, and how do you envision leveraging Highspot to help?

CF: It’s a really big question to ask. There’s so much that we want to accomplish. I love that you’re asking it. I think in this always-learning mindset, we are always looking for ways to evolve and elevate the way that we enable our sellers. Our core focus is ensuring that we’re providing resources content and training that quickly elevates the expertise of our team and sets them on a trajectory for success in their personal and professional lives, which we know ultimately empowers them to provide a better experience for our nonprofit customers. 

The way that Highspot plays into that picture is this really is the foundation of what we’re providing our sellers. Where do they find the resources the assets and the guidance to provide that best-in-class experience so that we can deliver a world-class experience back to our nonprofits who are doing so much in this world? We’re really thankful to have Highspot on board with us. I’m thankful for the team that I’m able to work with every day. We’re on this journey together. We’re walking the road and we’re looking towards having an even more successful enablement program. 

SS: Well, Carly, thank you so much for joining us on this podcast today. I appreciate your time. 

CF: Absolutely. Shawnna, I appreciate you.

SS: To our audience. Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

To watch the video of this episode, visit our YouTube channel here.

To learn more, read the blog post here.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to talk to us about this today is Graham Younger, the president of worldwide field operations here at Highspot. Graham, thank you so much for joining us. I would love for you to tell us a little bit more about yourself.

Graham Younger: Hi Shawnna, it’s good to be here. I joined Highspot just over 60 days ago. My background is in enterprise technology and high-growth SaaS companies. It is an incredible opportunity here at Highspot to really make an impact. I’m very excited about the opportunity that we have ahead of us.

SS: We’re excited to have you here on our podcast. Now, I’d like to start with your perspective on the sales environment today. Tell us about some of the challenges that organizations are facing. 

GY: It’s a very challenging macroeconomic environment that every company is operating in. Whether you’re selling, or you’re doing business, or whatever field you’re in, it is tough. When things get tough, it requires you to really focus on doing more with what you have or doing more sometimes with less. Getting the very maximum return out of your investments across all of the disciplines internally within your organization is really critical.

I think that the economy is not going to drastically change for the next four, maybe six quarters. Every company right now is focused on how to become more efficient at what they do with the investments that they have already made. 

SS: To that point, what do you think that businesses should be prioritizing to address those challenges and be successful in this current sales environment?

GY: Sales enablement is one of those discussion points in every boardroom and within every executive team currently. There’s not an earnings call up and down the land or across the globe that the question isn’t asked, what are you doing about sales productivity and sales efficiency? 

Go-to-market is a huge investment. Taking your products to market, building your pipeline, executing against that opportunity, and trying to monetize your value, is a really expensive investment. A lot of companies can’t just throw more resources. They’ve got to get, as I said, more out of what they have. Equipping those individuals to be more productive, to eliminate some of the time that those individuals are searching for content, are trying to do research, are ultimately not actually equipped to do the role that they’ve been brought in and paid a lot of money to do is really costing organizations a lot of money. Investing and ensuring that you have a sales enablement platform is absolutely critical to your success. It’s table stakes in the current environment.

SS: Absolutely. How have you seen business priorities change over the last few years? What are some trends you’re seeing in the market? 

GY: Business priorities are, again, not really a case of growth at all costs. It’s growth with a path to profitability or profitability. It’s really critical that the best-run companies are investing in driving a better return out of their current investments, as I’ve mentioned before. We’re seeing a lot of focus on sales enablement driving sales productivity, and we’ve seen in the thousand-plus customers that we have today, 92% of executive leaders saying that their investment in enablement has improved sales performance. 

If you look at a lot of organizations, 80% of the revenues come from 20% of their quota carriers from a sales org perspective. We want an optimized sales performance organization to have a bell curve that’s pretty healthy where 70% of your organization is at 70% attainment or above. We are focused on trying to move that bell curve slightly to the right so that more people are performing at a higher level. How do you do that? Ensure that they have the right structure, the right content, and the right approach to managing and executing against that opportunity in the market. 

That can be sales plays, product pitches, it can be customer-specific content, ensuring that they have all of the right data information and are equipped to go out and perform to the maximum of their capabilities. The way that you’ve equipped them and set them up for success is absolutely critical for organizations to perform and to have a level of sales productivity and drive the efficiencies that they need in order to, again, drive the results to the organization that they need in order to survive and thrive. 

SS: I love that. Now, for the naysayers, or maybe the revenue leaders that aren’t fully bought in on enablement yet, what’s the potential risk of not addressing some of the challenges that organizations are seeing in this new sales landscape?

GY: Underperformers not delivering what they need to, not because they’re not the right people, but because the organization hasn’t equipped them to go out and succeed. Sun Tzu’s The Art of War talks about never entering a battle unless you’re equipped and the odds are stacked in your favor to compete and win. 

If you haven’t equipped your teams and given them everything that they need in order to compete and win, not just in executing the value proposition that your company is taking to market, but also in understanding how you’re positioned and differentiated competitively, then ultimately, you are wasting money. You are not being productive at a level that ultimately allows you to be respectful to the investments that your CFO has underwritten in building a go-to-market organization. 

SS: Absolutely. For our enablement audience, how can enablement help businesses navigate the changing sales landscape and really help drive sales productivity, which has been the point you’ve been landing this whole time?

GY: I don’t think you have any option. At the end of the day, people think they’re enabling their sales teams. People think that they’ve got programs in place. If you’re not governing, measuring, and analyzing all of the data associated with those sales plays, the initiatives that you’re launching, and the customer-specific activity, then you really don’t know how effective the enablement is in your organization. 

For us, the data and the analytics associated with enablement is the critical component to allow you to understand whether it is actually being effective and pointing you in the right direction to do more of what works and do less or course correction where it’s not landing. When you look at just the competitive pressures and the difficult macro that we talked about before, it is really important to be agile and constantly evolving. That’s not just evolving your value proposition, but just your messaging, how you communicate, your sales plays, and landing that competitive differentiation when it matters. Structuring the sales cycle to help build a discovery component and be consultative so that you’re actually solving real business problems on behalf of your customers, not just pitching products. 

SS: For organizations to maximize their investment in enablement, operational rigor is absolutely a key priority for a lot of organizations. How can enablement programs help to drive stronger operational rigor throughout an organization?

GY: In order to have success, you’ve got to operationalize any investment and setting it up, governing it, having the right people involved, measuring it, and then having data and analytics are absolutely critically important to ultimately the ongoing success. Something has to become part of your operating rhythm unless it’s something that’s natural and that fits in with what you do and how you turn up every day. If you have to punch out and do something that’s unnatural, most likely you’ll do it a couple of times and then not continue it. It has to become part of your operating rhythm, part of your daily routine, part of something that you do naturally, and part of something that becomes core to your execution. 

So really, it’s having the right executive sponsorship, the right visibility, the right measurement, the right governance, and the right buy-in from the team. You’ve got to show the teams why this is going to make them more successful, and then ultimately showcase those success stories. I mean, half of CROs report a 5x ROI in less than a year by investing in a sales enablement platform. 

Highspot is the highest-rated enablement platform because of our ability to get a quick time to value, stand up, and succeed early, the post-sales teams, expertise in being able to identify how to execute against the opportunity to solve the problems that you have internally and actually bring that value to the sales organizations. It’s incredibly exciting to see some of the successes that we’ve had across our customer base. I mean, you have so many different stats across so many different customers that ultimately allow us to be confident that we are making an impact, that we are making a difference every day, and the customers are really getting strong benefits from their investment and their relationship in being a partner with Highspot.

SS: I couldn’t agree more. Now, on the technology side, what would you say are must-haves in the sales tech stack? Specifically, you’ve already talked a lot about the value of having an enablement platform, but where does an enablement platform fit into that picture? 

GY: I think there are three core components of a sales tech stack that I look for. That’s the CRM, you want to have a system of record. It’s really important to build up that base. Salesforce, obviously being the market leader CRM vendor and a company that we have native integrations with and relationships with them. They’re a customer and we are a customer. They’re an investor, so it’s a very strategic special relationship that we have with Salesforce.

We then have a revenue intelligence component, which is the engagement, forecasting, and reporting. Being predictable as a company, being able to forecast predictably, being able to execute and analyze deals, and getting into that level of detail is really important, especially if you’re a publicly traded company. There’s the revenue enablement, the equip, train, coach, the strategic initiatives, the sales productivity, all of the investment in actually what we’ve just talked about, which is equipping your people to perform at a level that ultimately drives real efficiency across your go to market investments.

I think those are three critical components and enablement plays such a critical role there. Again, if you haven’t equipped, trained, and continually coached your teams, then you’re not going to get the best out of that investment. That is absolutely critical for any company to be successful. I think all three of those components are essential within a modern tech stack. 

SS: Absolutely. Now, shifting to the people front, because we are a people-first culture here at Highspot. What’s the relationship between investing in the development of your people and their performance? What role can enablement play in that?

GY: My first instinct is when you look at people and you look at high performers and low performers, for the low performers, my first question is, are we failing them? Are we giving them the tools and are we investing in their success in a way that allows them to really deliver and be successful in an organization? Having a sales enablement program, whether it’s onboarding, or reducing the ramp time, which is a critical lever to pull in any sales efficiency metric, is really key to ensuring that you’re onboarding your people, you’re investing your people, and that education is continuous.

Again, as you adapt to your competition, you adapt to the markets, you bring new products to market, you have new sales plays, you have new initiatives, all of that is continuous, so to have an enablement platform to deliver that equip, train, and coach, and then to be able to measure that is really important. 

My first focus in any organization is when I see lower performers. Are they really being given the best opportunity? Are we failing them before I conclude that they’re failing us? People are getting the right talent in an organization. If you look at leadership within, the go-to-market the success of leaders, 80% of that is attributed to being able to recruit and retain the best talent, but to develop that talent and their skill sets to get maximum return from that investment. People development is a critical component in the overall success of an organization. 

SS: I love that. Graham, last question for you. What advice would you give other executive leaders who are looking to unlock sales productivity within their organization? 

GY: Talk to us. It is very simple. We can really make an impact. If you look at some of the things that we’re doing, like DocuSign, I’ve seen a 20 percent increase in deal size and, a 10% reduction in sales cycle times. These are real things that move the needle and drive to the bottom line. Not just efficiencies, but really impact the overall performance of a company.

If you look at if you can’t recruit more sales talent, what you want to do is get the talent that you have paid a lot of money selling more. How do you get them to sell more? You reduce the time that they’re spending researching, pulling together content, and doing all of the homework by making it easy for them to find the right content, execute the right sales play, use generative AI to help them do the research and pull the information together, that again, helps them cut down all of the time to prepare and helps them spend more time in front of customers, executing and doing the things that you are paying them a lot of money to do. 

SS: I love that. Graham, thank you so much for joining us today. I really appreciate you sharing your insights. 

GY: Great to be here. Thanks for the opportunity. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insight on how enablement success can be maximized with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Chelsey Groh, director of enablement and training at Motus. Thanks for joining, Chelsey! I’d love for you to tell us about yourself, your background, and your role. 

Chelsey Groh: Thank you, Shawnna. Thanks for having me. I’ve been specifically dedicated to enablement and training for about the last three years at Motus. Prior to that, it’s been some sort of version of my role. We all know that enablement is always an evolving force and it looks different at every organization. The last three years it’s been the main focus of what I do on the day-to-day. I am the director of learning and enablement at Motus. We’re a reimbursement company and prior to that, I’ve had about 15 years of SaaS experience in sales. 

SS: Well, Chelsea, thank you so much for joining us. It sounds like you’ve had a fantastic journey in your enablement career, and I know that you’re about a year into your journey with Highspot. I would love for you to tell us a little bit about that journey so far, and in particular, what were some of the pain points you were experiencing before Highspot? 

CG: Prior to Highspot, we were seeing a lot of problems in getting things in a really dedicated space that was highly accessible from an enablement perspective, not even just for our selling roles, but across the organization. We were looking for something that we could easily report on and create a combined space that as we move our enablement journey forward at Motus, encompasses everything that we’re doing. One of the things that really attracted us when we were looking at Highspot, as simple as it sounds, was the fact that we could seamlessly move everything over from SharePoint and correct our versioning issue in the blink of an eye. I’d love to tell you that it was this big masterful plan, but it was all made up of the smallest details that paint us on a day-to-day basis that made Highspot a no-brainer for us. 

SS: Well, I still love to hear that all of those details definitely add up. How have you been able to solve some of those challenges since you’ve implemented Highspot?

CG: Some of the big things that we’ve been able to solve are number one, we finally have an eye on exactly what our sellers are using day in and day out and what’s productive from that usage. The other thing that we’re able to do is create a streamlined message across Motus as opposed to really every department being siloed and creating their own and marching with that.

We’re finally starting to see this congruent message across the way that we’ve so longed for, especially with the evolving product lines and things that we have going on. Motus isn’t what it was even a year ago. We’re constantly growing. What we’ve been able to do and able to accomplish within Highspot is to create an environment where people can onboard successfully and quickly. We’ve seen a more cohesive voice across the way, but we’ve also seen an environment where people are hungry and eager to get in and actually see the data that’s available that comes with a platform like Highspot. 

SS: I love hearing that. You actually shared with your Highspot team that the platform is actually now a core part of your tech stack. As I mentioned in the introduction, your C-suite is fully bought in on its value. What are your best practices for gaining buy-in from your executive stakeholders? 

CG: To be honest, it comes from a fundamental point of how we run our shop here at Motus. We do everything with the utmost business needs to come front and forward. I think anytime you’re championing an initiative like this, you have to start from the top. Whenever we purchased Highspot, it wasn’t something that we just looked at and said, yes, these services are sellers. We looked at a long-term strategic vision across the business and how it could expand. We saw that Highspot could service those needs. 

Having the executive level buy-in that early and really being able to tell that story and show how it demonstrates to accomplish those business initiatives has allowed us to continue that excitement and that buy-in from the top down. I would say it’s just as simple as that. Including them at the beginning and really showcasing how it solves those business needs. There are a lot of times that we put in these features and how wonderful it’s going to be for our people and things like that, but when we actually take a step back and tie it to what we’re really supposed to be accomplished within the business, it just makes sense.

SS: Wonderful. Now, what is your advice for continuing to prove the impact of enablement on the business and then communicating that impact to your executive leaders? 

CG: When it comes down to it, we’re all about how we can impact the revenue to the organization and tie it back to those business needs as I discussed before. It’s also about really speaking the language of the C-Suite and what matters to them. We want to create a highly repeatable process so that our outcomes are not only sustainable but predictable. Translating those training initiatives and how they tie to specific business KPIs and the metrics, and also tying the activity in Highspot and how those contribute to those, it’s not just a cost, but it’s that strategic alignment that we talked about before. Really building a case and showcasing how we can tie to those measurements. How we can create that repeatable process, but also speak the language of the C-suite of what matters to them? 

SS: I think those are key points and great advice. One area where you’ve already begun to see amazing results with Highspot is through training and coaching. In fact, you achieved 83 percent active participation. I’d love to understand from you, from your perspective, what good training and coaching look like. 

CG: I have to attribute a large amount to my team with Maggie and Somi. Maggie is our senior training manager and Somi is our instructional designer. I have a highly impactful team that is able to address the vision of what we’ve come up with in collaborating with the business need that allows an output that is not only engaging for someone who’s participating in the learning or the enablement but also takes into account the actual need that it’s fulfilling.

I think the biggest reason we see such high adoption is number one, that executive buy-in that we’ve talked about, kind of is this trend across the podcast. Anytime you have a champion from the top down, of course, you’re going to see higher completion rates. It’s important to the business. They are also going to be vetted in that effort. 

Number two is creating meaningful material. I often hear people saying, well, who doesn’t love training? Just create a training for it. Everyone would love to be enabled. Everyone would love to learn more. That’s not always the case. There’s so often that we throw training or enablement at that thinking that that’s going to be the solution, but being very thoughtful in that process and really understanding what you’re creating what that expected outcome is, and what you want to achieve. If you don’t have an expected outcome and you don’t know what you expect to get from that, there’s no point. Just stop. 

SS: I couldn’t agree more. How do you go about using Highspot to deliver more effective training and coaching? 

CG: Well, I think what I like most about Highspot is the fact that we’re not limited to even just your traditional LMS. Training and Coaching is a wonderful platform and we have the ability to build out not only aesthetically pleasing training, but we have the ability to coach and train through other avenues as well. Training and coaching, of course, we use for onboarding. We build out these wonderful learning paths that are meaningful to the individual that’s participating, but going beyond that, we have sales plays and all of these wonderful opportunities to educate our people on the process and build out that understanding that I think comes full circle.

I think that’s one of the things that whenever we look at the training and coaching platform and we look at Highspot as a whole it’s not just the opportunity for one-off learning. It’s the ability to build more. 

SS: I love that. Now, in the last few months, you’ve also seen a 32% increase in course completion in Highspot, which again is fantastic. What are your best practices for motivating rep engagement in your training and coaching programs? 

CG: That’s hard sometimes. We have a lot of reps at varying skill levels and at some point reps go, I know it. I’ve got it. I’m top performing. I’m the president’s club. I’m a peak performer. I’ve got it all. One of the things that we’ve really focused on in the last couple of years is creating an environment where learning is not only a part of what we do, but it’s a fundamental part of our culture, and we want to expand on those talents.

There’s so much of that that contributes to our course completion average, but not only that, with that openness and that vulnerability that we are expecting from our people. They’re hungry to learn. There’s so much more that people don’t understand that we often overlook. I think in this role and go, gosh, nobody’s going to want to do this. We’ve already asked for their time in the last month, things like that. Many people are looking to consume more knowledge and want to have those growth opportunities within their roles. It comes from things like this. I think when it’s communicated and it’s part of your strategy, you get people more excited to get in and complete those learnings.

SS: I love that. Now, one thing I wanted to make sure I got a chance to chat with you about was a recent thread that you shared on LinkedIn about best practices for training sales leaders. Why is leadership training so important and how does that differ from rep training? 

CG: I often like to joke that they’re not all that different, but they are. Well, let’s start with the first part of that question. The reason that sales leadership is so important is that if you don’t have buy-in from the leaders in enablement, we’re not allowed to be with our sellers day in and day out. That coaching is sustained by their sales leaders, so if we do not take the time to actually get them up to speed on the initiative and the expected outcomes and how they are supposed to be holding their people accountable and really the measurable outcomes for the business, it’s a wasted opportunity. 

It’s something that you’re going to see great success out of potentially for like the first 90 days, and then you’re going to see it fizzle. When we don’t take the time to bring our sales leaders up to speed, specifically on their skills that they need as leaders, but also within whatever initiatives we’re enabling on you’re not going to see continued success and you’re going to find yourself beating your head up against the board a lot trying to spin up these expected outcomes. Again, you find yourself really frustrated. 

I think the second part of that is, yes, your leaders are at an elevated learning level. That’s why they are where they are. It’s not so much about teaching them the fundamental skills so much as it is aligning the process that you’re teaching along with the information that’s going out as well. So often we get really comfortable with our leadership teams and I mean, I’m guilty of it as well here where we’re finally getting an ebb and flow where they’re like, we trust you put out whatever, and then we put out whatever and then your sellers are stuck learning and wondering why their leaders aren’t keeping up. You have to keep it as an important and crucial part as you roll out these new initiatives. 

SS: Absolutely. You hit on something there because as you said, a key part of equipping sales leaders for success is ensuring that they’re prepared to then coach their teams. How do you train and prepare leaders to be effective coaches?

CG: That’s a really loaded question. The way that we are training our coaches today to be effective is not only addressing the KPIs and the metrics that they’re holding their teams to but also how to really encourage and motivate their people at an individual level. We do a lot of different things here at Motus. We utilize Gong, we utilize Highspot, and we also utilize a tool called Predictive Index that is issued by our PeopleOps team. Understanding how to access your people on a level that makes sense to them, but also, how do I coach and what does that look like here at Motus? We need to utilize our tools appropriately.

One of the big initiatives that we’ve actually taken on this quarter is we’re getting really heavily involved in Gong and Highspot and really understanding how to utilize those scorecards and meeting notes and some of the great features that have also come out in Gong to enhance our coaching experience for our sellers. The hope is not only to create more effective coaches, but it’s also to create reps that are comfortable with assessing their own skills. To us, that creates a stronger team and it also allows our leaders to get back into some of the details and some of the more fundamental aspects of their roles as a leader.

SS: I love that, Chelsea, last question for you. As you continue to leverage Highspot as a growth lever for your company, what is the value that you envision enablement having for the organization as a whole beyond sales? 

CG: In utilizing Highspot for our entire organization, as we expand our enablement efforts into the organization from customer success to product development, whatever it might be our well-equipped team needs better outcomes across the board. In order for us to create those better outcomes and really understand what that looks like, it starts at the beginning. You hear this trend of everboarding, right, which is essentially ongoing enablement. It goes beyond onboarding, and by having everyone in one system and enabling the org across the way and streamlining that communication and that voice, that’s going to give us the business outcome that we’re looking for and I believe in a much more rapid pace than what we could have ever expected.

It’s about fostering that culture of learning and development and enablement that we talked about earlier but making sure that it permeates every department. We started at sales and I think I left that out of my intro. I started in sales enablement at Motus and now I’m over enablement for the entire org here. That just goes to show you how important it is to have that streamlined focus and voice across the way that’s going to provide a valuable and meaningful impact in those changed behaviors that you’re looking for at an org-wide level.

SS: Well, again, congratulations on a fantastic trajectory there at Motus. Chelsea, thank you so much for joining this podcast. 

CG: Thank you for having me. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Doga Butler, global sales enablement and processes manager, and TD Haines, program manager of enablement strategy at Stripe. Thanks for joining, Doga and TD! I’d love for you to tell us about yourself, your background, and your role. Doga, if we could start with you.

Doga Butler: Thank you. We’re very happy to be here. I worked in sales for many years and found my real passion in sales enablement. I genuinely enjoy helping other humans. In my role, I get to help sellers become more efficient and effective in their roles. As you mentioned, I’m currently working at Stripe as the global processes manager within the sales enablement team.

SS: Wonderful. We’re excited to have you here. And TD, how about you?

TD Haines: Yeah, thanks for having us. My career has kind of gone through a lot of different industries, from education and consulting to sales enablement. If there’s a steel thread that runs through them all, it’s just helping others make a measured impact. As you said, I am currently the program manager for sales enablement strategy. Our team has a focus on things like the data, the tech, change management, processes, and learning logistics. 

SS: I love that. Well, I’m excited to have both of you here on the podcast today. To start us off, tell us a little bit about your enablement strategy. What are some of your top focus areas for enablement, and how do these align with key business priorities? TD, if I could pass this question to you, I’d love to hear your perspective on this. 

TDH: I think for like right now, we’re really focused on how we set up enablement to be adaptable, actionable, simple. We really measure what matters. Regardless of how the business parties shift or what they are, we’re able to align in a clear, tactically documented way. 

Sellers have a lot that’s going on. Their time is very valuable and requested by a lot of different priorities. Really, our focus is just the time that we do get from sellers. Whether it’s on content or training, how do we maximize that time? Really we want to make it count, and that requires a process of frequent prioritization. 

SS: Absolutely. TD, on LinkedIn you share that the true value of enablement comes from being able to answer the question, ‘How do we know?’ Tell us more about this. How does this influence how you shape your enablement strategy? 

TDH: The ‘how do we know’ question really stems from taking the human-centered approach. There are lots of different phases of enablement design. If you look at The Six Disciplines of Breakthrough Learning, which is a great book, there are different moments throughout designing enablement. The ‘how do we know’ unlocks kind of in each of those phases. 

If someone were to say, we need to do training on discovery, then the ‘how do we know’ question expands into, well, ‘how do we know’ we need to do training on discovery? ‘How do we know’ what the challenges are? ‘How do we know’ what the gaps are? ‘How do we know’ when we get it right? It really just unlocks those different pieces and makes it so that it’s something that we can make a fully measured impact with.

SS: I love that. Taking a couple of steps back, I’d love to understand the evolution of your enablement strategy. Prior to Highspot, what were some of the problems that were facing your business, Doga?

DB: In earlier stages of a company, sales content is mostly created by sellers and it tends to live in many different locations. Decentralized content creation creates risks around inconsistent messaging and brand adherence. The lack of a centralized platform to store and organize sales content results in inefficiencies and difficulties in finding the right resources to support the selling efforts. In general, companies lack insights around content usage internally, and to TD’s question, we don’t know if the content we have works.

SS: That’s always a challenge, especially in early-stage organizations and I love that you guys have matured quite a bit at Stripe. Since implementing Highspot, how have you overcome some of these challenges? 

DB: The first step for getting to an organized content strategy is centralizing it in one location. When you centralize content, it becomes easier to do a content gap analysis. It highlights what you have, what’s the state of your existing content, and where the gaps are. It also makes it easier for sellers to find content, so they don’t need to go on a scavenger hunt each time they need to prepare for a user conversation. It allows them to spend more time selling rather than looking for content or building it themselves. 

Implementing a platform, such as Highspot, gives you strong analytics on how content is used so you can make data-driven decisions to improve your content strategy. You can, at the click of a button, see which content gets used. It is, in my opinion, quite shocking to see how much of it gets used, or doesn’t get used. If nothing else, by optimizing your content creation to assets that actually get used, you save many hours for your publisher teams.

Highspot makes content governance easy as well. It is very easy to set governance rules around content freshness and review cycles, as you can imagine, especially in high-growth environments where change is a constant. Having a platform that makes content management systematic ensures that sellers have the right content and messaging each and every time. 

Last but not least, Highspot’s machine learning-supported search function not only reduces time spent looking for content but also enables us to see what those search terms are so we can focus our efforts on creating the right collateral for them. 

SS: I love that. I think you hit on quite a few key points, but absolutely around seller productivity and really making sure that they have as much time as possible to focus on selling. 

DB: I’d like to also mention that we utilize Highspot’s services team for ongoing support and governance. The team’s support has been invaluable for our success. Over the past two years, they have become an extension of our team. They keep us honest by constantly keeping us informed on new features and suggesting tactics to improve our platform utilization. The team also provides further benchmark data so we can measure our platform utilization against other platform users and improve on an ongoing basis.

SS: I love that. Now, you have both garnered a 78 percent adoption rate of Highspot across your company, which is fantastic. What are your best practices for driving the adoption of the platform and your enablement programs? Doga, if I could pass this back to you, I’d love to hear from you first, and then TD, I’d like your perspective as well.

DB: We have 78 percent of the entire population that has access to the platform, but our seller adoption just hit 98 percent last month. The remaining 2 percent are the people on leave, hopefully, otherwise, I’ll be chasing them down. I think any company looking to increase adoption would want to leverage a few tactics.

Firstly, you want to ensure that your content repository is the single source of truth for sales content. They know where they need to go. Another tactic that we found helpful is ensuring that all communication lands on Highspot. The consistency we find over time teaches everyone that this is the place to go and look for content. If it doesn’t exist in Highspot, it doesn’t exist. 

Lastly, we utilize spot policies. Each asset is tagged with at least one list item. Each asset has an assigned feedback owner and an expiry date. This ensures that our content is fresh and accurate at all times. Sales teams can trust that the content they find eventually is reliable and it’s good to present to a potential customer. It builds trust so they keep on coming back. 

TDH: Just to add to those. If you really want to help people make an impact, then you really have to measure it. Take those measurements that you’re tracking, because you’re trying to make that measure impact and put them in the things that you care about, like your OKRs or your KPIs. However, if you’re reporting your enablement efforts, like your monthly or quarterly business reviews, your Highspot metric should be there as well. That creates this top-down accountability that Highspot is something that we care about and the usage of. 

You get this alignment from the team and the whole organization that we care about this investment. Making the platform easy and reliable is important. Doga has a great governance policy in place. Along with the Highspot tools, you want to make sure that time spent searching is time spent not selling, so you want to make sure that search is reliable and gets the best experience it can be that means taking a proactive approach to getting unused content or outdated content out of the system because we want it to be organized, not like your kitchen junk drawer where you just kind of throw everything in. You want it to be like, you know, I know exactly what I can grab.

SS: Absolutely. You guys have done a fantastic job at that. I mean, we talked about your overall adoption scores, but you guys also have 68% well-governed content, 63% play adoption, and 90% content efficiency too. To that point about making content more findable for your reps, you guys are doing a stellar job at that. Doga, to understand how your approach to Highspot helped you influence key business results as well if I could send this one to you, that’d be great. 

DB: You talked about play adoption. I just love sales plays. Firstly, because I find them very easy to build. What they say is, presentation is everything. When something is neat and easily digestible, adoption follows organic. Another reason why I love sales plays is because they come with an out-of-the-box analytics section. With a click of a button, I can see how much of our audience we reached, which sections they engage with, and where we can improve.

When it comes to governance, I mentioned the importance of utilizing spot policies earlier. We make it mandatory to tag each asset in at least one list, and there’s a feedback owner and expiry date. We also utilize global lists to ensure assets are tagged consistently. I highly recommend having your sales process stages, products, and services, regions, segments, and markets standardized by these global lists.

This again creates consistency and allows you to reorganize content in the system when you have to. Recently, for example, I created sales plays for each of our sales process stages, and it was very easy for me to map the assets for each stage. I had the content already tagged in the system, ensuring each asset has a feedback owner who is responsible for implementing the feedback received from sales teams. Reviewing the content when expiry dates are reached just brings clarity to roles and responsibilities and makes it easy to scale content management. The longest expiry date we allow currently is one year, so we ensure that each asset is reviewed at least once a year.

SS: I love those, and those are fantastic best practices for our audience. Going back to the ‘how do we know’ question we talked about earlier, how do you leverage Highspot to help answer this question and surface data on what good looks like? TD, I’d love to hear from you. 

TDH: We really appreciate the data and the insights that Highspot serves up, like views and content usage. We leverage the expiry dates like Doga was talking about. There’s a lot there that we leverage and really helps us put together. The picture of what a seller is doing right throughout the system and understand how their journey with content is unraveling. When you have data like that, you can really start to evaluate the pieces. That really has a high potential impact on outcomes. 

Seth Godin has this great line that says people like us do things like this, which is really about making that tribal connection for marketing. We use it in a way to almost do A/B testing. You can see people who are highly engaged versus the people who are not highly engaged yet. Then we can start to say like, well this group that’s highly engaged, what are their outcomes? This group that’s not highly engaged yet, what are their outcomes? We can draw those correlations there. 

Then we can also flip it too. These are our high performers, and these are the ones who are still emerging with their performance. We can look at their usage of Highspot, and start to do things like that. It really makes it where we can draw those correlations and start looking at what are those high-yielding behaviors of our top sellers. Just using that mix of content performance and business outcomes. You can really categorize and prioritize actions to improve your content. Maybe you have something that people who use it perform really well, so that’s something you need to promote. Let’s get more people using this content, or maybe it needs to be redesigned or reevaluated. It’s just like that insight and action that you can get from the data that Highspot provides.

SS: I love that. On that point, as you gather new insights or even as business priorities change, what are your best practices for continuously evolving and optimizing your enablement strategy? Doga, I’d love to hear from you on this. 

DB: We operate in a fast-growth and constantly changing environment. Continuous evaluation and optimization are at the core of our enablement strategy. Firstly, we maintain an open feedback loop with our stakeholders. Enablement councils or regional committees can be helpful forums for collecting qualitative feedback and input for changing priorities. By actively listening to feedback, we can gather valuable insights that shape our enablement strategy and initiatives.

We also leverage data and analytics from tools like Highspot to monitor the effectiveness of our enablement programs. TD gave many examples of that. By analyzing usage data, content performance, and key performance indicators, we can identify areas of improvement and make data-driven decisions on how to optimize our enablement resources and training programs.

Furthermore, we actively stay informed about industry trends and best practices in sales enablement. This involves attending conferences, participating in webinars, and podcasts, and networking with other enablement professionals. We find by staying connected to the broader enablement community, we can ensure that our strategies and approaches are always up to date and aligned with emerging trends and innovations.

SS: I love that. Last question for each of you. Why is enablement mission-critical for businesses today? 

DB: Enablement is mission-critical for businesses because it is the connective tissue between your overall goals and how they are embodied in real life. We talk about the behaviors we want to observe in sellers. Enablement ensures that sales teams have the knowledge, skills, and resources they need to effectively engage with your prospect.

TDH: It’s just so fast today, right? I think businesses are experiencing that where it’s just things are moving quickly and time is a commodity. Change happens quickly. Enablement becomes a really important piece of change management. I think, traditionally, more associated with developing understanding and developing skills, but also when you think about the reinforcement function that needs to happen with change management, you’re not going to have people sit in a training or read a doc and get it the first time, especially with the amount of change the world is going through right now. Enablement is a big part of that reinforced function as well because it does align, like Doga said, to the behavior changes and support we want.

SS: Absolutely. I love that time is a commodity. I might have to steal that from you, TD. Thank you both for joining us on this podcast. This has been fantastic and I’ve enjoyed the conversation. 

DB: Thank you for having us. 

TDH: Thank you. 

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot. 

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Kara Huff, the senior global marketing manager of services, support & training at Hexagon Asset Lifecycle Intelligence. Thanks for joining, Kara! I’d love for you to tell us about yourself, your background, and your role. 

Kara Huff: Thanks so much for having me. I’m the global marketing manager for Hexagon. I’ve been in the marketing industry for 25 years. Throughout product development, portfolio management, and of course, how we enable our sales fields to be successful with our products and solutions. 

SS: Thank you so much for joining us, Kara. Now, I’d like to return to that question in the intro. From your perspective, how does enablement help drive sales productivity and what are some of your best practices to do so? 

KH: Great question. Sales productivity has changed so much over the past couple of years with all of the different technology that’s out there, and especially with the technology stack that you provide for your field sellers. It’s kind of been a learning game to figure out how we utilize all of those to come together. What we’ve realized is that the more tools that we have that are integrated, that provide a seamless experience for our field sellers, not only helps them to be productive but also helps them on their journey to assist potential customers with their digital transformation. It’s crucial in everything that we do from a Hexagon perspective. 

SS: I love that. A key piece of productivity is efficiency. We think about it in terms of efficiency and effectiveness. Prior to implementing Highspot, this was a pain point of yours due to having multiple siloed platforms. Can you tell us more about the efficiency challenges you were facing and how you kind of overcame those with Highspot?

KH: Absolutely. So pre-COVID, we had a lot of different platforms and we’re looking to evolve our technology stack. We had a DAM, so we had a data asset management platform, but we couldn’t see all of the analytics of how content was utilized, and what was hitting all marks with our field sellers. What were our potential customers and existing customers engaging with? We needed something that could give us some analytics and walk us through that buying journey to see what good content looks like and how it’s utilized. 

We had over 14,000 pieces of content and when we looked for any CMS and chose Highspot, we were able to narrow that down to about 7,000 assets then over the last couple of years we were able to utilize those analytics to really refine what was good content where we could spend more of our time producing effective pieces of content. Right now we have gone from 14,000 to about 3,500 representing over 78 products and solutions in our portfolio. It’s helped us to become significantly more efficient in our productivity from a marketing perspective.

SS: It sounds like it sounds like you guys were really able to narrow it down to those key pieces of content that resonate with your buyers. Now, your governance strategy clearly has played a key role in helping you improve that efficiency. In fact, I was looking at the stats for your Highspot instance, and you guys are at 55 percent of your content being well governed, which is fantastic. What does your governance strategy look like?

KH: That is also a great question. We worked with our Highspot team to understand exactly what good governance of a CMS looks like, and while 55 percent is great, we would love to increase that to around 70 to 75%. How we’re doing that is we establish a governance guide for our admins of the platform, for our spot owners, so that they can understand exactly what good content looks like. We set up some matrix for them to continuously monitor. We have monthly tasks that they should perform quarterly and yearly. Doing that, allows them to really dive in and do a couple of things, like a content refresh to understand what’s working and what’s not, what’s being utilized, and maybe things that are not getting as much visibility as they would have expected that it would.

It allows them to review things like tagging accessibility or spot location to understand how we can refine it for it to become more effective. It also allows us to really look at the noise. As marketers, sometimes you have stakeholders that think more is better, more content, more explanation. With our analytics going through those as part of our governance strategy allows us to use data to say, hey, this is really what’s resonating and not, and as part of our governance, if we have content that hasn’t been viewed in 90 plus days, then that allows us to do a trigger to say, okay, it’s not working. You either need to retag or reassess the content in it, or we need to archive that so that we can allow valuable content to rise to the surface. 

SS: I love that. How has your governance strategy helped you improve sales efficiency? Do you have a few data points you can share? 

KH: Yeah, absolutely. Inside of our scorecards that we use for all of our spots, the governance that we have established that says, before when you’ve got a lot of different products and you’ve got a lot of different content types, we thought that it was great to have depth more so than breadth. Our governance strategy has allowed us to look at it to say, that we thought that solution sheets were beneficial for field sellers, but we’ve come to find out that things that we might have just provided as a little cherry on top, if you will, actually resonate more with our field sellers and has higher engagement with our customers. It’s really allowed us to refine that to say, here is what effective content is and where you should be spending your effort first which might take less time to create and implement than what we originally had in our scope.

SS: That’s fantastic. Now, in addition to efficiency, as I mentioned, effectiveness is also a key piece of the productivity formula. One of your big initiatives recently was focused on boosting effectiveness by providing more than 25 plays on your different products. What was the impetus for this initiative? 

KH: Sales plays is something that we started going into our second year of having Highspot. We had all the content in there, and we wanted to enable our field to be able to sell it from a systematic approach through content. We set up those sales plays, we did a lot of checks and balances on what good looked like, and then we had a shift in our portfolio of how we were going to position ourselves in the marketplace.

We determined that we needed to have enablement packages geared around those new initiatives. If we had an enablement package, we needed to have a sales play that supported those initiatives. We did an additional 25 sales plays for our sales kickoff that would enable our field to not only hear about the new enablement packages that were developed for them but also to have a sales play around each one of those that included things like what to know, what to say, what to show, and what to pitch.

We provided that consistent approach with a refined asset list for all of those sales plays so that it didn’t matter which approach our field sellers or our account development reps were coming into the process with, they had a consistent method in which to enable themselves. They also share relevant content with our prospects and customers.

SS: I love that. You already touched on a lot of best practices there, but do you have any additional best practices you would share around building effective plays?

KH: Absolutely. It’s great to have a template that just establishes some guardrails. Of course, with all products, you’re going to have a little bit of variance on what’s relative and what’s needed. Sometimes the depth can expand, but by providing a template and saying, hey, guys, here’s the minimum of what you have to have in here, and here is the maximum of what you can have in here, and here is what every play should include. Having pitch templates with pitch styles has been hugely successful for us because ultimately it delivers a plug-and-play method for sales, which is really what they need.

We want them to be able to come in and see the sales play, get the tools that they need to be able to be successful, and then really just have that pitch template that they can use over and over and over again to really gauge the engagement from their prospects. 

With all of our sales plays, another requirement that we did is building in the mandatory integration with our Salesforce opportunities. As a filled seller, no matter if they were inside of our Highspot instance, or if they were in GoSell, or if they were in their Outlook or email client, anytime that they were talking around a specific product of interest or solution of interest, that once that was determined, that it automatically populated those plays for them and included those pitch templates so that it created this almost automatic behavior for them to always utilize those plays and always utilize the content in it, which then allowed us to constantly measure the engagement and understand what was winning and hitting and further refine those as, as we go along our process and then building that entire governance. It’s really a full-circle process. 

SS: I love that. Now you’ve achieved 71% adoption of your plays, which is also amazing. How do you drive the adoption of your plays? 

KH: That’s a great question, and I would love to say that I have the answer to it. It comes with a lot of trial and error. I think that part of the success attributed to the adoption of plays is the confidence that we’ve just put in the platform. It comes with well-governed content. It comes with well-organized content and spots. Knowing that you have got resources that are dedicated to refining it and creating that consistency and collaboration with multiple teams.

We actually have teams that come together and do our plays that span multiple different departments within our organization. We have product owners who are in that process, we have our portfolio strategy and enablement team, our marketing team, and our campaigns team. We have a lot of different key players at the table when we’re developing those plays. Of course, we put them up in that consistent manner, make sure they’re checked off and they meet our standards. 

Then, we communicate that to our field sellers to let them know that they’re available to them. After we make sure that it is working with all of the different systems that we have it integrated with, whether it be Salesforce or we utilize Salesloft for our account development team, it’s also integrated there. We get all of that setup and enabled, and then we communicate that in a method to all of the end users for those plays to know that they’re available. 

Then we just drive that home with continuing training and awareness of letting them know where they are and having them in the forefront inside of our platform. It’s a lot of different things that we’re trying. We have seen great success and now we just want to continue to refine that process while we continue to update the additional 50-plus sales plays that we already have in our Highspot instance today. 

SS: Now, to analyze the impact of plays, because you talked about how important it is to look at how things are performing, I know play scorecards are a key resource for you. What are your best practices for leveraging scorecards to monitor the success of your programs and really optimize the impact? 

KH: Scorecards are something that are relatively new for us. They were in beta, I believe, earlier this year while we were working on getting all of our sales plays up and launched. When they started coming out, it was really helping us to understand not just from the analytics. It’s really just like that specific play or that specific spot, what was working and by coming in, it allowed us to look at the scorecards and say, hey, we can look at this by user role, or we can look at this from a content effectiveness perspective, or we can look at this from a pitch engagement perspective. Those are some things that it’s really helped us dive into to understand. 

As you had mentioned earlier, our sales play adoption, but also our pitch adoption. By having those scorecards when we set our goals for 2023, we had initially set a 25% increase in pitch adoption, which we thought was a lofty but attainable goal. Yet with those scorecards, we’ve seen 125% pitch adoption. It’s kind of blown our mind a little bit, but the analytics is where it allows us to look at not only what’s working, but also to deliver that data back to our stakeholders that are spending so many resources and time dedicated to developing those plays for them to understand that they’re resonating and that they’re working.

The scorecards, while we do utilize those to help us, we’re just on the tip of the surface on sales plays and being able to refine those and We’re going to utilize some of those metrics and those scorecards to help us define what our 2024 goals are to allow us to dig even deeper into that and increase pitch engagement from an outside perspective.

SS: Impressive pitch stats there, by the way. Kudos to you and the team for that. That’s amazing. Now, Kara, to close, what are some of the key business results that you’ve seen as it relates to sales productivity since implementing Highspot?

KH: There’s been a lot of benefits that we’ve seen, actually. A lot of the points that we’ve talked about today, like providing a single source for our field sellers have been huge. Not only one area that they can come to but one that they know is integrated with our platforms. It’s updated consistently. They know that it’s the latest and greatest content. They know that our biggest initiatives from a sales perspective are at the forefront. They know that we can see how they are engaging with that content or not, which I think plays into the adoption part.

Also, them being able to see the analytics and the engagement behind their pitches to know what’s working and what’s not. I think that it’s important and our initiatives to state while we do have guardrails right inside the platform, here’s all of this different material and different ways that you can utilize it, that we allow them to do it and what works best for them. If that’s a pitch link or an email pitch or a live pitch, or if it’s through Salesforce or their email client, we don’t care how they use the content and how they pitch the content. We just want them to be able to do it where they need it, how they need it, and help them see what productive content and engagement looks like.

They’re our biggest users of the platform, so we use them and their feedback to continuously refine it. That helps us be more successful, and the more that we listen to them and the more we refine it the more confidence they have and everything that’s deployed within our Highspot. As I said, it’s definitely a team initiative and a team goal, and a lot of different contributors to it, but Highspot has allowed us to continuously grow and be successful in that. It’s developed a winning collaboration, so we greatly appreciate our Highspot reps and everything they do to help us be successful.

SS: Well, Kara, thank you. I greatly appreciate you taking the time to do this podcast. Thank you so much for joining us.

KH: Absolutely. Thanks so much, Shawnna.

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Bree Liscinsky, director of sales enablement at Blancco Technology Group. Thanks for joining, Bree! I’d love for you to tell us about yourself, your background, and your role.

Bree Liscinsky: Thank you, Shawnna. I’m so glad to be here. I am currently the director of the global sales enablement team at Blanco Technology Group, as you’ve mentioned. Throughout my career, I’ve moved through sales roles and customer support roles, primarily within the consumer packaged goods and technology industries. I’ve always found my passion in those roles to be around helping others, making things easier, finding simple processes, and celebrating the successes of those around me. The transition a few years ago into sales enablement felt like such an obvious one because it was really where, where my heart was.

SS: Well, Bree, we’re excited to have you here on this podcast. One of the things that you and I talked about before getting on the line was your area of expertise around sales leader enablement. Why, from your perspective, are sales leaders an important audience to focus on as part of your enablement strategy?

BL: It is such a great question, Shawnna, because, to me, sales leaders are the people that are most critical to communicate with. They’re the ones that sellers listen to most. We can bang the drum from revenue operations and sales enablement, but when they’re in a one-on-one or a coaching situation with their sales leader, that is when they’re most receptive to information.

Sales leader buy-in is critical for nearly every enablement program across our organization. That buy-in really starts even higher up though. Having those sales priorities set and communicated first by the president of our organization and then from there, the enablement team can continue to impart. The importance of providing the necessary content to our sales leaders and really allowing them to then drive the message home and without those continual reinforcements and touch points from sales leaders to their downline, we’ve seen enablement initiatives just fall by the wayside. Continually communicating with sales leaders and having them communicate with the downline is the strategy I’ve found to be most effective.

SS: Absolutely. I have to say I’ve seen that work really well within organizations. I’d love to hear, from your perspective, What are the core components of an effective sales leader enablement program?

BL: I think the core component is making it very simple. Sales leaders are extremely busy. Many of us are. What is on a sales leader’s plate is just so immense and the priorities are all high, so don’t make them go hunting for information or expect them to build content on their own. My enablement team provides the messaging and any relevant content for our sales leaders on a silver platter through multiple mediums.

We make it as simple as possible to find the messaging and even the scripts that they need. We recently launched what we’re calling Manager Minutes, and these are three-minute videos providing the key messages for upcoming initiatives and projects, our expectations of managers, and that’s what’s in it for me. We always try to use data to prove what we’re working towards or what’s not working. Additionally, we build the slide for our sales leaders to bring to their team meetings and to bring into their one-on-ones. We outline the next steps within those slides for their downline. When we see that the enablement team is really proactive in supporting sales leaders’ needs and making it easier for them to do their jobs, we quickly build trust and our messaging is received with open ears.

SS: I love that. Manager minutes are so catchy too. How do you partner with sales leaders to help them understand the value of enablement?

BL: Here, I think it’s really about the why. We always talk about what’s in it for me and we think about it from the seller’s perspective, but the same goes for sales leaders with so many priorities to choose from. We always ensure that our sales leaders know our why as defined by our enablement mission statement. We’re here to drive revenue, make selling more efficient, to develop modern sales skills, all of which make the seller and sales leaders’ jobs easier. I communicate with our sales leaders on a very consistent cadence, and I’m always sharing the data to reinforce what our team is working on and why we’re working on these initiatives.

SS: Absolutely. I think data is critical in helping to reinforce that story. Now, on that note, tell us how you built the business case to invest in an enablement platform. What were your best practices for gaining buy-in from your sales leaders to implement Highspot?

BL: I’d say the buy-in was pretty simple because the Highspot product itself is second to none to any others out in the industry. Even going through the sales process with our Highspot salesperson was phenomenal because I could tell she was being enabled by the platform itself, and I thought, I want our salespeople to act the way you are. That’s where it was so obvious to me that we needed Highspot.

To gain the buy-in from the sales leader, as I’ve said a few times, data always tells the best story. We launched a survey, which was provided to us by Highspot, and we adapted it for our own business needs. We launched that survey among the global sales teams to learn more about their habits around sales content management, and their awareness of the impact of what they’re sharing with prospects and customers. Then, their desires around how and when they want to learn.

From that survey, we were able to build a really clear data-driven case for why we needed Highspot. We’ll be launching that same survey in a few months to evaluate the impact in our first quarter of Highspot at our organization and to see how these behaviors have changed. I will say the survey was pretty surprising. We thought that many of these behaviors were happening, but they were self-reported by our salespeople. For example, download content and save it on their desktop because it is easiest to find there. That content became quickly outdated. Being able to set timelines, create a governance strategy, and see how content is resonating is going to change the game for our organization.

SS: Absolutely. Well, I love to hear that. To the point of data, I have to say you have an 88 percent recurring usage rate in Highspot, which is fantastic. Do you have best practices that you can share with our audience around driving the adoption of Highspot?

BL: Absolutely. I would say that rate would be much higher if we weren’t a global organization. It’s summertime when we launched Highspot, so we have a lot of people out on their European vacations. They’re all rolling back into the office, and that will be 100 percent very soon. We’re driving adoption through many different avenues. We’re providing messages and metrics to leaders to reinforce with their teams. We’ve launched a drip campaign to highlight quick wins and recognize salespeople who are using the platform to further their buyer-aligned selling. We’re also sharing best practices in that drip campaign and using multimedia to make it exciting to open that email, and to make it easy to understand what you want me to do and why you want me to do it.

Next, we’ll be launching leaderboards because every salesperson loves some friendly competition. Then we’ll start layering in gamification because we all know everything’s more motivating when you can win something. I do find that the adoption is so well received when it’s peer-shared, so another avenue we have is our Voices From the Field Podcast, which was very much inspired by you, Shawnna.

There, we find people through the data who are really using Highspot accurately or any of our other platforms or tools. We bring them on the podcast and talk about the challenges and successes and how they have improved their selling skills by using these. That has been one of the most motivating things we’ve done for our salespeople is really sharing and amplifying their peers’ voices.

SS: I absolutely love that, and thank you. It’s an honor. I would love to give it a listen. I’m sure you run a fantastic podcast. Now, last question for you, Bree. As you continue to navigate change, how do you plan to leverage Highspot to help you drive business results that also align with the goals of your sales leaders?

BL: This is a great question. Our next step is really connecting the sales content to business in the Highspot platform to the stages in our Salesforce CRM to really continue to drive that buyer-aligned selling motion. By serving up the right content for the right person at the right stage in their buying journey, we’ll be able to align our sales motions to their journey, to meet them where they are. We can quickly build trust, show we’re listening, and ultimately, close more deals quickly. The best part about that next step in change management here is that the Highspot data is so easy to understand and so easy to share that we’ll be able to prove this very quickly.

SS: I love to hear that. Bree, thank you so much for joining us today.

BL: Thank you for having me.

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Ryan Kolofsky, the senior director of sales enablement at Kalderos. Thanks for joining, Ryan! I’d love for you to tell us about yourself, your background, and your role. 

Ryan Kolofsky: Thanks for having me. My name is Ryan Kolofsky. I’m in Tampa, Florida. I work for a company called Kalderos. Kalderos is a software company that helps find drug discount noncompliance by working directly with drug manufacturers, payers, and covered entities, and we help limit costly non-compliance in Medicaid and the 340B programs. Our ultimate goal is to increase transparency with drug discount programs and build trust in these programs. It’s a very complicated market, but that’s what I do. 

I have about 20 years of learning and development training and started out as a regular trainer, then moved up into L&D and learning development. Then I was on the cuff of when sales enablement became a thing. It was not even a call to sales enablement. I think my first job was called a sales enablement officer I worked for a software company at the time and they were realizing that they were spending most of their learning and development budget on the sales team. It was being sucked up by the sales team. 

I think someone got a great idea somewhere and said, hey, let’s dedicate a person that just works strictly with learning and development, but is geared towards the sales team. I never looked back. That was probably about 10 years ago and growing up through the ranks and seeing a lot of things. I am happy to be here. 

SS: Welcome Ryan. Now, I’d love to start off by understanding why enablement is a mission-critical function at any organization.

RK: I think it’s the bridge between everything. We usually sit in the middle and I used to say I’m a liaison between sales and marketing, but it’s grown much more than that over the years. It’s become a liaison between marketing, sales, product, sometimes HR onboarding, and stuff like that. I think it’s getting the salespeople up to speed and as quickly as possible from the minute they get in the front door to the time they’re selling that first deal and making revenue for the company. 

We basically work with marketing and one of the things I can see is mission critical is like marketing. When I first came into many organizations, they would build out a piece of content. They would build out a white paper or an email template, and they would release it to the sales team at like a sales meeting, and it got looked at for like 10 minutes, and then it just got filed in the back of their sales cabinet, and then never got used again. One of the main things I think makes it so critical is when marketing spends all that time on the great content that they’re putting out there, we take the time to not only show it to the salespeople but train them on it and give them an easy system where they can find it and when they need it the most. One best parts about sales is just having the right content, the right time, and the right knowledge. I think it helps tie it all together. 

SS: Fantastic. Now, in your opinion, what does good enablement look like? In other words, what are some of the key components of an effective enablement strategy?

RK: It’s an orchestrated strategy to equip sales teams and the tools and the knowledge they need to engage with potential customers at the right time effectively. I think it includes everything. It includes not only getting the marketing material in their hands quicker, so they can get it out to customers or they can promote it for customers. It’s also getting the product knowledge they need, building on customer persona to make sure that they’re trained up and they know how to talk to the different people in the different industries. They’re working on old-school objection handling, being able to overcome those objections, and giving them the right things to say at the right time. 

SS: Absolutely. Now, you were familiar with Highspot in a previous role, which led you to bring it on when you joined Kalderos. Why was Highspot a must-have for your enablement tech stack?

RK: It was actually a must-have for me. Actually, when I was recruited to Kalderos, I said, How soon can I get Highspot, or how soon can I get a platform to help me out? I had just had it at multiple companies before Kalderos, and It was the same use case. You walk in, everything’s on either OneDrive or Google Drive, and it’s all over the place. Documents are out of date, they’re using the wrong content. You have no learning development system that’s not only like an LMS, but a learning system that’s geared towards sales. There’s a lot that goes into that versus a regular learning system. Highspot is a great training and coaching platform. Outside the HR initial onboarding, we had nothing, so I built that from scratch and used Highspot all along.

SS: I love to hear that. Now, getting buy-in for a new tool can be tricky. How did you partner with your sales and marketing teams to gain buy-in for investing in an enablement platform?

RK: My boss had also used Highspot at one other organization, so the buy-in from there was really great. My product marketing person, who is like my right-hand person, believed in it from the very beginning. It was like a conservative effort. I think getting buy-in from the sales reps is having an easy system, having something that they can use and be timely with, but also it comes from senior management.

I am very in tune with my sales leaders. It helps when the sales leaders are constantly pushing them back to a system or pushing them to take their training in the system or to go back and ask Did you look at Highspot first? That’s really helped with the adoption. I think the buy-in, though, is when they first start using it and they really realize the benefit they can get out of it. They just keep coming back and back.

SS: I love that. Actually, that segues really well into my next question, because since implementing Highspot, you’ve achieved 86% adoption of the platform, which is amazing. What are your best practices for driving adoption? 

RK: It has to do with the senior management. You’ve got to get them involved. I mean, it’s the point where I’ve even had the CEO pushing Highspot and saying go look for it at Highspot. I think the adoption comes from once you’re getting them there to make it resourceful to them, to make it something they can use. I’ve been at other organizations where I’ve gone in and redone platforms because there was no adoption. Once you’ve worked on it and made it easier for them to find stuff in there, they definitely will come back. 

There’s also, like I said, forced adoption. The senior leadership pushed them back at it. What I mean by that is, if they have a sales deck and the original up-to-date one is on Highspot, and when a rep comes to them and says, hey, do you have that sales deck that I’m looking for? They just don’t send it through an email or Slack. They send it through the link either to Highspot to find it or the question goes right back to them. Have you looked in Highspot? I think that has helped. 

SS: Absolutely. Another key win that I had heard about within Kalderos is that you have driven a massive increase in pitch adoption through training that you actually delivered at your sales kickoff this year, which has led to a 5x improvement in buyer engagement. Can you tell us about this program and its impact? 

RK: At Sales Kickoff, we were very fortunate to have Jonathan, who works for Highspot and lives in Chicago, where our company’s based, and he was able to stop by at our SKO. We did about a two-hour workshop on pitching and introducing it to the teams. I think that one of the biggest things that led to the increase was we had some early wins right off the bat. We’ve had people sending out pitches to companies and where they’re not opening emails, they’re opening them up and they’re looking at the content. I think you find those wins and you publicize those throughout your organization. Other salespeople love it when another person has success and they want the same success. They start to ask how’d you do that? What’d you do? Show me how to do it. I think that was one of the things.

Also, I can say to never give up pushing pitching. There were many times where I said, oh man, they’re going to use outreach, they’re going to use this, they’re going to use that. It’s getting them almost out of their comfort zone to try something new. I think a lot of people get discouraged too early and they just let the salespeople keep doing it their own way. I was adamant about it so much that my team used to call me the Highspot guy. Every single time I’d say ‘use a pitch, it looks more professional. It’s a better way of getting them.’ It just pushed them so much that they finally would end up using it and we would offer spiffs around people getting their emails opened up or their pitches opened up and people who got view content. 

Like I said, I got a couple of quick early wins with that. We just kept on and kept on reusing those templates and reusing the pitches for the team. We also had to share best practices, like they would share pitches with each other. I think that really helped out that. 

SS: I love that. I know that obviously the training component played a key role in the success of the initiative and continuing to drive that education to your base around the importance and the value of this. You actually increased active learner rates by 71% with Training and Coaching in Highspot. Can you share your best practices for delivering effective training in Highspot? 

RK: I would say, again, always be aligned with your sales leadership or constantly asking the reps, what they need and what’s going to make them successful. I think too many enablement people and too many people in general, when they’re dealing with a sales team, they think they know what they need and what they want. They fail to ask the team, hey, let’s have a round table. Let’s talk about it. What do you guys need? What do you want to train on? Where are your gaps? Aligning with them makes training important to them and makes it very interesting to them. 

You can take a shot in the dark and hope you hit the point. If no one goes into your training or they walk away from the training, getting nothing out of it, that’s your fault because you didn’t include them and you didn’t ask them what they wanted to be trained on. I think you always have to provide value to the reps when they go in there every single time. I update the front page of Highspot. I have a learning development page with new courses coming out, and new courses we’ve assigned, and every single time they go in there, hopefully they find something valuable or it’s up to date with a current problem they’re trying to solve.

Keep the materials up to date. Always keep it exciting and interactive. One of the main things I love about the training and coaching is the ability for them to record themselves and send that out for feedback from their sales leadership. I think that was one of the key things that I was looking for before. Even Highspot didn’t have a training and coaching platform when I was the first one to use it. The reason why I really adopted and used it very quickly is because they record their sales pitch, not a pitch, but their sales pitch and send it to their peers and get feedback from not only their sales leadership but from their peers as well. 

Also creating certification programs, I think was a huge hit. Before I came to Kalderos we had no onboarding, so we built that from scratch. We also didn’t have any post-onboarding when they were finally getting into the real world and they’re pitching customers. We have a certification program now that they have to do a live presentation and record it and then it’s sent to senior leadership for review. We then do another after they do the recording. Then we have a session live where they have to pitch as far up as the CEO, and they get certified in their first call pitch certification. We’ve grown on that concept along the way where we have certifications like demo certifications and we have persona certifications, so I think that really keeps them coming back.

SS: I love that. You alluded to this just a moment ago, but you were one of the original beta users for Highspot’s Training and Coaching functionality and you’ve really grown into a power user. What advice do you have for other people who are just getting started in Training and Coaching? 

RK: This is my favorite one. When I first started in Training and Coaching, I was all about making lessons and making courses. I would put together these great courses or great lessons and they would go through them, but I really never saw the value or I’d miss the value in creating sales plays. I can’t tell you how many times I’ve done great training and the sales reps said, hey, there was that great article that was in that training. Where do I find that? Where is it? 

What the plays give me the ability to do is to make a resource page which I like to call a one-stop shop. If we have product training on one of our products, we have sales training on one of our products, we’ll make a product training play and we’ll make a sales training play. We just partnered with Corporate Vision, so we have a lot of the methodology plays in there. It just makes a big difference. 

I think that was the biggest thing. I even stopped myself today, like I’ll start to build out a course and be like, oh no, I need to do a play first and then I’ll build out the course. That was one thing, A commitment I made to myself is like, I won’t build out any more courses unless there’s a play that goes along with that. That gives them the ability just to go back and refresh on that content. One of our big initiatives this year is to use the Salesforce integration and integrate those plays within Salesforce so they can see those when they need them. It’s timely, it’s in front of them, it’s a refresh in honor.

SS: Very cool. I love how you used Highspot’s Training and Coaching and Corporate Vision’s sales methodology by leveraging the Highspot Marketplace application to drive that training across your teams. Tell us a little bit about what that process was like.

RK: I’ve done launches before sales methodology, and it’s usually a good workshop, and you do a post-workshop activity, and the reps see it one or two times, and it’s not really reinforced. What the CVI partnership has done for us with Highspot is to have that online training first, and we’ve done a lot. We’ve gone through a lot of the methodology training, like the first two steps of methodology training, and we’ll do them, assign it to the team, and the training is awesome too. It’s really well done and it’s up to date and it’s very well orchestrated. It’s very interactive. It grabs their attention. 

Once they take that training, we will do a live workshop and then we will post stuff. We just launched our why change operation message. We first did the why change training online, which is general and tells you about the concepts. Then we had a live workshop. Then after that, I built out an operations change message certification in Highspot where they need to identify a company that they’re going to pitch that operations message and they need to fill out a wide change planner in Highspot and they take that planner and they do their deck and all the stuff they found from doing that deck, then they have to pitch, record pitching, and that’s going to be sent out for. Then they have to actually go all the way through and pitch that company live at the end of it. That’s how they get certified in it. We have Gong, so we can listen to the recordings and calibrate there as we need it. 

We have a bunch of different messaging and I think it really helped us get aligned on how we’re going to talk to our customers pre-, during, and post-sale. I think we actually have our customer success team now using Highspot and they’ve been on some of the why change trainings with us. It’s really neat when you have the ability to bring everyone together on that same message. Like I said, I’ve rolled out methodologies before and it’s hit or miss. They adapt for a little while and they go back to their old traits. Well now, even when I build out a play, it’s built out with CVI methodology in it. I think it really helps. They have a better understanding of how that call flows and that messaging works when they see that.

SS: The next question I wanted to just kind of understand from you is where do you see training making the biggest impact in your business right now? 

RK: Right now at this very moment, I would say we’re getting ready to launch a new product in September. We have a pretty complicated industry and there’s a lot to learn. I think without training, reps would be winging it and they would try to understand. I think it’s making the biggest impact now because I have my product marketing person, like I said, who is like my right-hand person in Highspot. I’m in Highspot. We’re putting everything together in Highspot. We have the ability to do the recording pitches and have them pitch the new product. I think it’s making the biggest impact right there right now. 

Also, the plays, like I said. I was a late adopter of plays and I wish I had done it earlier because they make a huge impact. I love the fact that you can see all the analytics behind that play. You can see who’s looking at what and what content they’re using. That’s a big lever to pull when you’re trying to figure out, hey, do they like my training? You can always send out a survey, but having the analytics behind that play to see what they’re actually looking at and see even how many people have viewed it, I mean, that’s golden to me.

Training is great. You train and they certify and then they’re done, but to be able to have a place where they can jump back out of that training and review the stuff they’ve done and go back when they really need it. I think when the rubber hits the road is when they have the training, but when they get in front of that customer it’s like, okay, it’s gone time. I love the fact that they could look at a play 10 minutes before they get on that call give themselves a refresher and get themselves ready and ready to go on that call. I think it makes a big difference. 

SS: Absolutely. I think it’s phenomenal how Plays help guide reps in real time because a lot of training is easily forgotten after an amount of time. I think you’re spot on when you say Plays help to give those reps that real-time training right before they walk into a discussion with a buyer. 

Now, last question for you, Ryan. You have built a lot of momentum around leveraging Highspot, and you talked about this just a moment ago with the scorecard analytics on Plays, but how have you leveraged analytics to make strategic decisions related to your enablement strategy?

RK: As I said just previously in the plays, I think that’s one of the biggest places we are leveraging the scorecards of those plays and looking and seeing what the reps are looking at and what they’re not looking at, even more importantly. We think we have it figured out and we know what the reps need and what they want, but the analytics helped me really fine-tune that to see what they are really looking at. Sometimes it’s depressing when you put something out there and you don’t get as many views as you thought you were going to go on it, or you put a piece of content out there that doesn’t get any views.

At the end of the day, how we make them better is by them providing feedback to us and really telling us what’s working and what’s not working. A lot of times you can’t corner reps to get that feedback back from them. The analytics helped me understand what was important. What’s not important? What needs refreshing? What do we need to retrain on that stuff? I think that’s one of the biggest things. 

SS: I love that. Ryan, thank you so much for joining us today. 

RK: You’re welcome. It was fun. Thank you. 

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot. 

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Nicole Olson, director of sales readiness at Deluxe. Thanks for joining, Nicole! I’d love for you to tell us about yourself, your background, and your role.

Nicole Olson: Shawnna, thank you so much for having me. I’m very grateful to be here and be able to tell our story. As you mentioned, I am Nicole Olson, the director of sales readiness at Deluxe Corporation. I started my sales enablement career seven years ago. I came in as an administrative assistant and worked through the corporate world and found myself in sales enablement. I never thought I would be here, but I love every second of it. It’s exciting to see how the environment is changing and staying up with the current trends, especially the technological ones.

SS: Wonderful. Well, Nicole, again, thank you so much for joining us today. You actually recently became a Highspot customer. To start us off, tell us a little bit about the enablement journey at Deluxe. What led you to decide to invest in Highspot as your enablement platform?

NO: We are in the early implementation stages of Highspot, so it’s super exciting. We’ve been with a current enablement platform for three years. Our contract is coming up at the end of this year, which is what pushed us into the market to vet all vendors. We put everybody on the table really to decide what was best for our business. We made the move three years ago to our current vendor. As our business changed and enablement, even in Deluxe has changed as well, it really made us reevaluate what our needs were and what’s going to support our sellers best.

Ultimately Highspot came out on top and we have a lot of excitement internally around it. Everyone’s super excited for the implementation to be complete, but I do remind them that it is a heavy lift. Everyone’s been really enjoying the ride so far.

SS: I love that. Prior to Highspot, as you mentioned, you had a different platform in place. Can you tell us about the experience and maybe some of the challenges your teams were facing?

NO: Ultimately, one of the biggest sticking points for us was analytics. That was one that even our leadership came down on. We need to be able to prove our ROI as an enablement team, but then also to help our cross partners, such as marketing and product. They want to know what’s being used in the market, content-wise. Are we training our reps? It was really hard for us to get those analytics, and so that was one of our top priorities when we went out to the market to vet. Can you provide us with those analytics?

The other challenge is our sales teams were losing adoption because they would go out to their enablement site, search for something, not find it, and then give up. It’s really hard to get somebody to buy back in if they’ve had a poor experience. Since our contract was coming up, it just gave us a clean start and if we wanted to make the change, now would be the right time. Between the analytics and then a less-than-ideal user experience, those are kind of the two main things that really pushed us to make the move toward Highspot.

SS: How have you started to work towards solving some of these challenges since switching to Highspot?

NO: We’ve been deep in the weeds of global lists and thinking through how we want to organize our content. This time around, we’re really involving a lot of different stakeholders, not trying to keep it enclosed in our sales enablement team. We’re pulling in marketing, we’re pulling in the product team, we’re listening to the sellers, what they need, what they want, and what really works for them. I think just by gathering everybody’s feedback, we’re going to be able to push out a much better platform that works for everybody and solves all the needs and not just us working in a vacuum.

SS: I love that. Now, for our broader audience, tell us about your process for rolling out a new tool. What are some of your best practices to ensure not only a successful implementation but making sure that you’re also seeing a good amount of adoption? What role does a strong support team play in this?

NO: I think the biggest thing that I pride Deluxe in is that we’ve created a content governance guideline document. We’ve laid everything out from how to write a title, how to write a description, what this looks like, tagging categories, and how lists should be utilized in different spots. We really broke it down pretty granularly so there’s no question when a seller is going out to search for something, we can kind of follow that thought process. We are using sales enablement to lay out that framework.

Now, we’re in the process of having marketing, product, and sellers vet what we’ve come up with. Again, I don’t want to be the end-all be-all because I’m not the one ultimately using it. Getting that feedback from everybody within the company that’s going to be using the platform is really important. That just makes our support team grow because yes, sales enablement is driving this platform and really building it, but we also need the support of everybody else that’s going to be using it. They have to have the buy-in. They have to feel like it was built for them because that’s what’s really going to help drive the adoption for us because they felt like they had a seat at the table. They were able to provide their input and as long as we listen, which I think we are doing, I think it’ll be super successful in terms of adoption when we do pull it out.

SS: Do you have advice for our audience on what are some of your best practices or your ideas that you guys are thinking about in terms of how to drive adoption of the platform among your reps?

NO: We’re going to meet them where they work. A big push in our leadership is just getting them in Salesforce more. Another reason we went with Highspot is their deep integration with Salesforce really feels like the systems talk closely together. We’re going to work really hard to develop those sales plays and sales guidance within the opportunity.

I think that a key piece we’re missing today is that they have to jump to a different tab or browser to get what they’re looking for. With this implementation, we’re really trying to meet them where they work. Even in Outlook, if they’re sending emails, we don’t want them to have to think about where to get that content. It’s coming right to them. That’s one thing that we’re really focusing on meeting those sellers where they’re at.

SS: I love that. I think that is absolutely crucial to adoption and you guys had to navigate some barriers to adoption with your previous platform. What were some of those barriers?

NO: The biggest one was just the analytics piece. Being able to prove our ROI of why we are making this investment in an enablement platform and n show our value. With Highspot, it eliminated that barrier completely with one click of a button to show us a scorecard. Our partner’s marketing and product are super excited about that feature.

Then, another barrier is our previous vendor ended up being a company of companies. You start to feel the pain points when you’re jumping between a training platform to your content management system platform. Sometimes it kicks you out so you have to sign back in. It really was not giving that seamless experience that we want to provide to our sellers. We really started to feel the effects of that and that’s where some of our adoption was lost. Highspot being a natively built system really solves that barrier and we’re excited to reap the benefits from that.

SS: I love that. To that point, how does having Highspot’s Unified Enablement Platform help you continue to overcome those barriers and maybe a few others?

NO: We throw a lot of technology at our reps. They have a huge tech stack and so allowing them to just, once they’re in the platform that they want to work in, whether it be for an hour or throughout the entire day, we want it to be seamless. We don’t want them logging in and out, jumping from tab to tab. We’re meeting them where they’re at.

The unification that Highspot provides with the training. If we set up our sales plays and guidance correctly, they’ll be none the wiser whether they’re looking at a piece of content or if they’re taking training, which is, I think will benefit our sales team because again, it’ll just become second nature that everything they’re looking for and need an answer to is either right in a sales play. It is nice for them to be guided to them, pulling up at their opportunity. I’m really making it seamless and hopefully allowing them to have more time to sell, which is ultimately what we want to do.

SS: Continuing on the topic of Unified Enablement, I know that you plan to leverage Highspot to support your partners in addition to your Internal sales teams. How does a unified enablement platform help you drive partner growth?

NO: I had our team raise our hand, whether they were excited or not. We have a big solution and a big opportunity in terms of supporting our partners and our resellers. Right now, we kind of have a couple of different pockets where they can go to get resources, but there’s nothing consistent throughout the company. I told them that we were in this negotiation with Highspot. They can sell for the platform and marketing was really exciting. They’re one group that really spoke up because it’s one spot for them to keep the content, whether it’s for internal use or those external partners to come and grab.

Again, I keep harping on the analytics, but marketing can come and see what content is resonating in the market, whether it be for our partners who are reselling our product or internally. They can start using those analytics to feed what they’re doing next in their roadmap. Really being able to have just that central location where marketing can get a holistic view of what’s going on in the market is, I think, going to be a huge win.

SS: Absolutely. On the note of analytics, what has the business impact been so far of investing in Highspot? Do you have any early results you can share?

NO: No, I still think we’re too early in the implementation, other than the fact that everybody’s excited. Highspot is allowing us to also include those view-only licenses, which we didn’t do in our previous platform. We can get those support folks or operations who didn’t really have insight into what sellers were doing. By bringing all of those teams onto the platform, letting them know what’s going in front of customers or prospects, I think helps Deluxe, and us, succeed because then there’s no confusion on what’s being sent and if it worked. Everybody has a line of sight into that.

I think that will quickly prove our ROI, just in terms of having that central location that nobody is getting denied from. They can access it and they can see what we’re doing and hopefully build great adoption throughout.

SS: I love that and I imagine it’ll create a more seamless cohesive experience for your buyers and your customers as well.

NO: Absolutely.

SS: Now, last question for you. To close, what advice do you have for listeners who are interested in investing in an enablement platform and are maybe currently evaluating solutions?

NO: I would say just make sure you put everything on the table and really prioritize what your needs are. The space is getting very competitive. It was a ton of fun just in my role to go out to the market and just see where all the different vendors are, what’s new, and what’s trending. AI has made it very interesting and that’s coming into play as well.

Really just making sure that you have your North Star of what you’re trying to accomplish with a platform. Every time you come up with functionality, if it doesn’t quite fit or meet your needs, challenge it with the vendor and see if they can work with you to solve it. Highspot has been great for us in terms of that we threw them the partner portal and we have a distributor network. We kept throwing them curve balls and they answered every single one of them. Don’t be afraid to say what your needs truly are because most platforms can adapt and work with you and really truly build a platform that’s going to solve the need for your company.

SS: I love this. Well, Nicole, thank you so much for joining us and sharing your insights and your enablement journey at Deluxe. I really appreciate the time.

NO: Thanks so much, Shawnna. It was great being here.

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully.

Here to discuss this topic are Bob Bortz, director of sales enablement, and Trula Hensler, senior manager of sales enablement and operations at Baker Tilly US. Thanks for joining, Bob and Trula! I’d love for you to tell us about yourselves, your backgrounds, and your roles. 

Bob Bortz: Hi everybody. My name is Bob Bortz. I am the director of sales enablement. My career has been in a number of different areas. I’ve worked in sales, sales training, leadership development, post-sale support, and now, most recently, sales enablement. Throughout the years, my focus has been on learning and teaching the sales process along with the activities and behaviors that support the sales process or support selling. That’s really where I’m at today with Baker Tilly. I have that main area of focus.

SS: Trula, tell us a little bit about you.

Trula Hensler: As you mentioned, I am the senior manager of sales enablement here at Baker Tilly. My career has mostly been spent in marketing and sales management. About five years before coming to Baker Tilly, I decided to dip my toes back into selling and spent five years doing that for a public media company. I loved doing that and then came to Baker Tilly. I spent my first nine years here with marketing and leading a team here that worked with our biggest industry practice. 

Then, from there, I got the opportunity to work with and develop the sales enablement effort that we were beginning to realize we needed at Baker Tilly. One of the cool things was about two and a half years in when our sales enablement efforts really took off, that was when we realized how much more we needed. Enter Bob Bortz. We went out and found the best to come in and be our sales enablement leader and to begin to take us into new areas, one of them was Highspot as a matter of fact. 

SS: I love to hear that. Bob, one of your key responsibilities as an enablement leader is to enhance productivity and ultimately revenue growth. How does enablement help drive productivity for your business? 

BB: I come from the belief that sales enablement and my job is the absolute most important job in the entire company. I hope everybody feels that way about their job, but I feel that way about mine. The reason is that, in the enablement arena, our job, our mission, and our focus is to generate revenue for the organization through sellers. We have to enable our sellers to do that. If they don’t do that then we don’t survive as an organization because we don’t generate the revenue. 

Within our team here at Baker Tilly, we created our own personal mission statement. We define sales enablement and our mission as a three-pronged approach. We provide education, information, and support to our sellers in a way that increases revenue and at the same time decreases the complexity of their job. When we think of education, we think about selling skills, and upskilling, we think about information, like the content, insights, and the changes that are going on within our firm and within the marketplace. Then we think about support and we’ll often think about things such as onboarding. We think about coaching and reboarding, and we put all of those together, which hopefully is a nice equation to do just that. This helps us to meet our mission, which then produces a positive ROI from our sales team to increase the revenue that we hope they will be able to generate for us. 

SS: Absolutely. I love that definition. In my intro, I mentioned that stat around the ability for tools to help really make sure that we’re confident in proving our team’s impact, especially for enablement. In your opinion, what role does an enablement platform play in helping to improve productivity, Bob? 

BB: There’s a number of things. The first thing that I think about when I’m thinking about a platform, it’s kind of a single source of truth. Can we get all of our sellers to go to one spot? We’ve got all the different variations and all the different locations and SharePoint sites and data that are saved to their computer. Having a single source of truth is a big win, just in terms of having the appropriate amount of content and the accuracy of the content. In addition to that, statistics suggest that people invest anywhere between 5 and 12 hours in a given week searching for things. You and I and everybody else, we’re online, we’re searching, and having a platform that has everything in one spot, generally speaking, should suppress the amount of time that we’re searching. If we can go to one spot to that enablement platform to find what we need and go there consistently, know how to use it and how it functions, that will help with that. 

Another element within a platform is the concept of being able to take your messaging and your content and being able to customize it for your seller. When you think about a marketer, in my view, how I think about it is marketing is creating a go-to-market approach. They want to get their products and services to market, and enablement is about going to sales who then will go to market. We’re a subset of that function. What we can do with a platform is we can take the go-to-market message, and we can tweak it and we can enhance it, we can provide the insights that maybe are not normally included in a go-to-market strategy to provide that seller and equip him or her with the insights that they need to be successful.

Then the last thing I would say about a platform is that a solid sales enablement platform is actually a revenue generation tool too. We use our tool for outreach, to pitch and share content, and to gain insights from our clients as it relates to what’s being consumed. It’s interesting, here’s a subset of that data that we find incredibly valuable, and that is when that data is shared with other people. When we share something and we find out that there are other people that are involved, that is a huge win for us because statistics also show that there are five to six different buyers involved in a typical purchase. Often we are calling on the decision-maker when in reality there’s a group of decision-makers. When we can find more of those stakeholders, it provides an awful lot of insight. Those are a few examples of how I see an enablement platform providing additional value and helping with productivity.

SS: I love that. Those are some spot-on statistics that you’ve been referencing as well. Now, Trula, to shift gears a little bit, you’ve been at Baker Tilly for about 12 years, working in both marketing and sales enablement. Given this experience, can you share a little bit about Baker Tilly’s enablement journey prior to investing in an enablement platform? What maybe were some of the challenges that were facing your team?

TH: I love this question because it brings back a lot of good memories and a lot of the memories in our firm. Over the years, we have come up with some amazing solutions and this obviously has been one of them. Having been a seller myself, and then working in marketing and working with the teams I worked with, some of the different areas that we were struggling with was, as Bob mentioned, that single source of truth. We had content everywhere. Being an accounting and business advisory firm, this is something that we produce a lot of. We have a lot of content and a lot of thought leadership, so content management became key. We needed an area where we could find our sales-related information as well as any marketing information that we wanted them to be able to share. 

Another thing that we found a little bit challenging was the ability to identify where we might have gaps. Those gaps might be something like do we have the collateral that we need in these areas? When a leader would look at it they knew that they had the collateral that they had created or the articles that they may have generated, but we didn’t have any one area where they could look at it and see, ooh, we probably need this for our salespeople, our practitioners, something further to help them be valuable. 

The other thing we really struggled with was certain teams were doing this better than other teams. That was what to know, what to say, what to show, and what to do. That was something that we really found challenging. Then, when we began to look at Highspot, it was right after COVID. COVID was still in motion and that really changed our landscape. It changed how we went to sales. It changed how we went to market, and now all of a sudden, we have to begin to figure out how we can be personable, have a relationship virtually, and more importantly, everybody and their brother was sending everybody an email. It became a waterfall of emails, a waterfall of information. Then our challenge became, how do we differentiate? How do we stand out? That was one of the challenges that we were dealing with. 

I will say that in our firm, we do a great job of onboarding. We really do. The difference is we have our firm onboarding, but then it is handed off to each practice or each area to train. In sales, our sales enablement charge was to be able to onboard and put together something that was really efficient. We put together a really great spreadsheet. Many, many tabs, but we had a great spreadsheet for onboarding, right, Bob? I got to onboard my boss, by the way. It was a great experience, but those were some of the challenges that we were facing as Baker Tilly at the time. 

SS: Got it. Very interesting to hear a look back in time. What led your team to decide to invest in Highspot, and how did that help solve some of the challenges that we’re facing in the business? Bob, I’d love to pass this one back to you. 

BB: Well, I’ll maybe ask for some input from Trula as well on this, but the bottom line is as an organization, we’re looking for ways to make the processes more consistent and at the same time, more effective. As Trula suggested, there was an awful lot going on in our organization and there’s an awful lot going on in the marketplace. To create a form of consistency around what they need to know, say, show, and do around sales place, around pitching and outreach, all of those things combined, it was an opportunity for us to make a difference for our sellers so that we can continue to grow and to generate the revenue that we hope to generate. Trula, would you add anything? 

TH: When I think about how Highspot’s helped with these challenges I think one of the interesting things to know is that it actually was on Sales Enablement PRO where I found Highspot and some other different options. The really cool thing about that was when we met with James Milligan, my sales rep from Highspot, and had a demo, it was like an epiphany. It was like, oh my goodness, we need this. When we brought in sales enablement and we began to use Highspot, it answered a lot of our questions. One of the things that we did was we began to use and see that Highspot could cover from our outreach, from the lead side of things all the way through the sales pipeline and that process. Number one, that was really important to us. That was going to solve a lot of different areas. 

The other thing it enabled us to do was put a lasso around that content chaos. It enabled us to be able to find things. No longer did we have practitioners, or salespeople, when they finally found something, they would save it down to their desktop. Well, we all know how that goes when it gets updated, all of a sudden, we’re not current anymore, and we’re out distributing stuff we don’t want to distribute. Highspot really helped us with that. To be able to have stuff changed on the fly is amazing. 

Another thing that we really appreciate is the ability to take the email templates. We did have them, but to be able to have them in an area that makes sense. In context, what to know, what to say, what to show, what to do. Our sales plays were wonderful. They really answered that question for us, and then the email templates that we would pitch, those two were another area that helped us conquer a problem that we had here. 

One of the other things I really loved also was we really needed a search engine. We needed something where you’d put something in search and actually be able to find it. Honestly, we’ve never had that like we do now and that’s something that Highspot has really helped us with. I guess the only other two things I might say, would be that I talked about that problem with differentiating ourselves in the market and in that barrage of emails, the video emails, the opportunity to create a video email and introduce yourself to a new prospect or even reintroduce yourself to a client it was game-changing. It allows us to stand out to be at least a little bit different than everything else that might be hitting that inbox.

The last thing, of course, I mean, who doesn’t get excited with the magic that happens with email analytics? All the engagement that happens when our sellers send out these emails as outreach and begin to try and help somebody through their business decisions daily. It helps us because when you get these analytics back, you can look at a particular page that they might have spent a little extra time on, and it might give you a little insight as to the value add that you can bring. Many times we offer three or four different options that somebody should consider. Sure is handy when we can kind of look at that and go. They were able to spend a little extra time on a particular value add service. Certainly helps us understand what we might follow up with. That’s what Highspot helped us really start to navigate in this whole sales enablement process. 

SS: I love that. I’ve also heard at Baker Tilly, you guys have been really thoughtful about how you’ve implemented Highspot. One of the core approaches to that was to ensure that you are aligning on the value with your sales and marketing teams. I heard that that was absolutely a key part of your strategy. What are your best practices for driving this alignment and conveying the value of enablement to those teams? Bob, I’d love to pass this one back to you again. 

BB: We launched Highspot just like any new tool, it wasn’t done in a vacuum. The whole organization didn’t stop just so that Highspot could get implemented. It was interesting that at that same time, marketing was going through a number of their own implementations, so they had a couple of things. One, they were implementing a new digital asset management system. They were trying to get all of their content from all these disparate locations and put it into one portal. Further, they were also doing a content refresh. They were going through a rebranding, changing some of our color schemes and what have you, so all their content was being updated. Then we came along on the sales enablement side and said, hey, we’d like to also throw something else on the plate, which is we want to incorporate this new platform, Highspot. We kind of set the table there, then what do we do? There is a high level of anxiety in implementing all these things and going through all these changes at the same time. 

The first thing that we did was actually not go to marketing. We actually leaned on our Highspot counterparts. I will say that Trula and I, we had not implemented a system like this before. This is our first enablement platform and we didn’t know all the ins and outs, the do’s and the don’ts, and Highspot did. We had a fantastic account team that would meet with us on a regular basis and to this day, we still meet regularly to ensure that we’re going down the path in the proper way and that we’re all set up for success. They also gave us insights related to possibly interacting with marketing in the best way to do that.

Our next step, Trula and I, was to engage the marketing team. They had questions like What is Highspot? They didn’t know what Highspot was. They didn’t have time to research Highspot. We actually took the senior leadership team through a demonstration of the tool. We coordinated it with Highspot as well. We were collaborating, making sure that all their questions were answered, all the proper functionality was shared, and we really positioned it from a point of view that as much as this is a win for us and our sellers on the enablement side of the platform, the reality is it’s a fantastic tool for marketing to validate what content is being used and it’s creating wins and not creating wins. 

We started to share all the data and the wins and the insights that they were going to be able to gain from it as well and rather quickly, they said, this is a good tool for us as well. We’re able to show the value, but the other thing that we did is we really own the implementation. It seems obvious, right? We’re sales enablement. We made this purchase. We should own it. Well, the reality is going back to that scenario, they had so many things on their plate that if for a second we thought that we could just delegate things back to marketing, it was going to get, you know, the talk to the hand. We do not have time. We do not have the bandwidth. We do not have the resources to help you out. 

To that, we said, we’re going to own this every bit of the way. We needed their help though. We didn’t own every bit of content. In fact, they owned all the lion’s share of the content, but what we did is we created a process of what needed to be done, such as by who and when. We made it goof-proof so that we could share it with marketing and then we could follow this and get it approved by marketing. We didn’t create it in a vacuum, this process. We used some stakeholders from the marketing team to say, hey, we’re good with this. Then not only did I socialize it or Trula socialize it, but we also had leadership from the marketing team socialize it with the different stakeholders on their side of the house. That just created a nice collective collaborative environment. 

However, there was one missing piece and there’s one stakeholder that was also critical to the success in addition to marketing and had to play with both enablement and marketing, and that was our IT department. We call them growth technologies, but our IT department ensures that all the effort and work that was going on with the digital access management system with the sales enablement platform, Highspot. The rebranding and content and other platforms that we had to collapse and coordinate some work with. They came to the table as well. A big win that we did, which was an investment, twice a week, marketing, IT, and sales enablement would get on a call and we would provide status updates to our project. We had a collective project plan that we worked through to ensure that the implementation was going smoothly.

Last but not least, on the enablement side of the house, we really ensured that we had enough time to do this job. Like anything else, we wanted this done yesterday. We wanted it done as quickly as we possibly could, but we set the table appropriately. We shared with our stakeholders that Rome wasn’t built in the day type thing. We needed to have the proper time to one, learn Highspot, two, partner with marketing, and three, set up the pages and that collateral so that it was successful for all. By giving ourselves that time, we were able to, and following some of those, those tactics or those steps, I think that we had a very successful implementation when it’s all said and done. 

SS: I would certainly say so based on some of the insights and data that we’ve seen as well. You also helped to drive the adoption of the platform by running trainings with all of the divisions you support and offering ongoing office hours. Can you share a little bit more about this approach and the impact that it had on the adoption of the platform, Trula? 

TH: Yes. We’ve learned a lot, to say the least. You don’t know what you don’t know, but we had a two-phased approach. The first was we had hands-on training and I say that because the Baker Tilly way of doing training is a little bit different than what we decided to do. We decided to offer the first phase anyway, ten different training sessions. Bob and I, put out all the information, how great of a tool this was, and we gave them the opportunity to sign up for the different calendar times that we had put out there. We probably got about half of our active users that we had given licenses at that point in time.

Bob and I came back together and it was like, gosh, we still got another half that we need to get active. We made a little change in that and we rolled out our second part of that. One of the things we did was we sent out to everybody who was offered a license three different times and we put them on their calendar and we said, they’re optional, choose one. Some people were intentional, went through right away, accepted, deleted, whatever. Some of them used it in such a way that it sat on their calendars and served as a reminder because they showed it as tentative. 

One of the things that we learned was that it was working a lot better for us. What I wanted to convey to my team was we need to do this again. We need to do another three and so that’s what we did. We did three more sessions and so we ended up getting the amount of active users that we needed to get by putting on calendar reminders. It’s crazy. It’s something simple like that would do it, but in our firm, typically it’s go and sign up and leave it in more of a passive way. 

The other thing that we did, we offered office hours and we did it as a drip campaign. What we did was we would tell them each week what our tip of the week would be. We had sent these office hours out on every salesperson’s calendar, so they could accept it or turn it down. We would tell them what that tip was and then one of the things we did was we would put those tips in that week’s appointment. By doing this you’d save it, it would remind them, it would go in and update on their calendars, and so that ended up being a great way to get people interested in different tips that we did on Highspot. 

The really nice thing, though, was every office hour, the first five minutes, ten minutes occasionally, was spent with us giving them a tip. We would record that, we would edit it, and then we would use that as our tip page. We would start with that video recording that they could watch. We also would build out a step-by-step process of what they could do that gave them directions. Step 1, Step 2, Step 3, and it would have a screenshot with it. The combination of the video and those plays worked great. They are still part of our learning sales university right now in Highspot. We were able to kill two birds with one stone.

The other thing I wanted to mention is that recently our office hours were given in such a way that Bob and I were discussing how we can make these better. We have salespeople and we have partners that have gotten very excited about Highspot and ways that it is helping them. One of the things that we are going to be doing going forward is bringing in some of our users, and some of our salespeople, and having them show a tip that they learned this week. What they easily found, if they found a new way to do outreach, a cool video, or just something else from the seller’s perspective. That’s something we’re excited to start doing here soon. 

The last thing I will mention is we also started Highspot Headlines. That is where we call out every week bite-sized pieces that they might have missed every week so that they can quickly glance at them and see, if is there anything that I want to know about. The Highspot Headlines have been very helpful in keeping everybody up to date on what’s going into Highspot, especially those that aren’t yet in there every day. It is something that is helpful going forward. 

SS: I love that. Those are excellent hands-on tips and tricks to get folks into the platform. It seems like it has been working. I will say we looked at some of your adoption metrics, especially for some of the different capabilities in Highspot, and you guys have seen a lot of success in a lot of areas. A couple I would love to get some insights from you on. You’ve seen a lot of success with the pitch. You guys have 95% pitch adoption. Can you tell us about your pitch strategy and how it has helped your team improve productivity?

TH: We are very proud of what we’ve accomplished here. This really gave us insight into the best way to train our sellers. It also gave them the ability to send their first pitch in training, and then we came around and challenged them to send a pitch after training so that that would be something that they would know how to do. It wouldn’t have been the first time. Some of the key takeaways that we got about the pitch area that we thought would help is that all of our attendees were able, during training, to send a pitch both using Outlook and using Highspot in two different ways. 

We also were able to take them the minute they sent it during training live, Bob and I would be there, they would send it to us and we would be on there right away engaging with that email for them so that they would get engagement metrics immediately. That began to start to sink in even more and people were getting excited about it. The other thing we did was in addition to those engagement updates, we were able to go in and show them in Salesforce. We said to look at how these records are automatically updating. I’m telling you, we got a lot of activity, but it was really good for them to see and see it all come together from the pitching to the engagement analytics to how it does their work for them in Salesforce.

The one thing we probably learned most from Pitch is that the biggest thing in our organization that we have had to help them get over is confidence. Confidence and trust in the system. One of the things that we offer to everybody is if you are doing this and you’re sending a pitch and you’re just scared to death because this is an important one and you don’t want to screw it up, we would always offer help. We would say hit us up on chat and we’re happy to look over your shoulder. We’re happy to help you send your first one. It began to give them more peace and comfort and confidence to do it because they were having to learn a new technology.

Pitching, it’s like being put in the spotlight, right? What if I send this wrong? What if I send it to the wrong person? What if something goes awry? We were able to spend time with them. And I think giving them confidence is one of the biggest parts of being ready to pitch and getting out there and doing it.

SS: I love that. That is a phenomenal offer to your field teams. Now, in a similar vein, you have achieved 81% adoption of your sales plays. Tell us a little bit about that. How are you leveraging sales plays to help drive productivity? 

TH: A couple of ways that I think have helped, and that is we are spotlighting our sales plays. We do it, as I mentioned earlier, in our Highspot Headlines. We also are spotlighting those. Honestly, and I think Bob would say the same, every time we have a conversation and Highspot is in it, we are evangelizing the sales plays because, for our firm, they are the one-stop shop. They’re an information bundle that they never had access to at this level. When they can go to a sales play and they can see what they need to know about it, they can look at the expertise we have and look at what they need to say, show, and do. The more that we continue to make these as robust as we can, I think they’re only going to continue to improve.

Another thing that I thought Bob did well is when we onboard our sales team now, one of the things we do are onboard from Highspot. We take them right into the tool. We’re showing them, number one, how to use Highspot and number two, about the sales plays. If that particular seller is coming in a particular industry, we can go to that industry sales kit, and show them what it is that is out there, what they have, what is being expected. It’s so much easier when you have everything in one place. It really does help navigate Baker Tilly because the one thing about our firm, we have a lot of service industry experience. We have a lot of areas and new products that are being rolled out. 

Nobody in this firm knows everything we do, and so by finally having a place where we can put everything in one place, these sales plays are just a hit. There’s something that people can use also as a resource tool, and that’s the last point I’ll make, is that we have received a lot of requests for getting into Highspot and looking at these sales plays because our resource managers, our marketing team, our learning team, and even our deal desk. They use our sales plays and other information in Highspot to guide them to help the rest of the firm and get them the information that they need. 

SS: I love hearing that. Now, we’ve also seen in our research that customers are experiencing some incredible business impact with Highspot, including an average 16% increase in win rate. Beyond the adoption of the platform, what are some of the business results that you’ve achieved since implementing Highspot? Bob? 

BB: I think that there are two things that really jump out. First is that we’re seeing that our content is being consumed with the tool, we’re able to actually look at the analytics. Just in the first few months, we had VR pitches, and we’ve been very successful at getting those implemented. More than 81 hours of our content is being reviewed by our buyers. In collective, that’s significant. That’s good news. We’re getting in front of the people and we’re sending it to stakeholders that are looking at it and reviewing it.

The other metric that I think is pretty powerful is the revenue number. Although I don’t have close numbers that I’m able to share, I can say this. In the first couple of months that we launched the tool, we had more than two million dollars in pipeline revenue influenced via pitch functionality by using Highspot. We’re able to get in front of a lot of potential business, and we’re actually able to validate that the messaging and the information that we’re sharing are being reviewed.

SS: I love that. Last question, you mentioned that Baker Tilley’s investment in an enablement team and technology is a competitive differentiator for the company. Why is an investment in enablement a competitive advantage in today’s market, Bob? 

BB: Well, there’s a couple of things that come to mind there too. The first one is you have to invest in enablement for two core reasons. In my view, number one is the velocity of change. Change inside and outside of the organization happens quicker than we can keep track of. If we expect a seller to not only sell but to keep track of that change, we’re probably going to set ourselves up for some disappointment. There are some that could do that well, but I think some that are the outlier. It’s not the majority. You need an enablement team to stay up with that change and to be able to filter through it so that we can get the appropriate information to the seller at the time that they need it, so they can be successful.

The second reason I think it’s really important to invest is because the buying process constantly evolves and it’s constantly changing. It’s becoming more dynamic. There’s more research and insight and information available to a buyer than there’s ever been before. If we are, again, going to expect the seller to stay up with all of those different types of insights and information, in addition to what they’re doing on their side of the house, what the buyers are doing, they’re going to really need to understand the why. I see many organizations use the Nike philosophy, just do it. Sellers just do it. 

The reality is many sellers don’t know how or what to just do. By investing in an enablement team, you will be able to separate yourselves from your competition because you’re going to be able to provide that education, that information, and support to your sellers so that you do generate revenue and at the same time you reduce the complexity of their job. I guess I stand by my belief that I said when I opened. Sales enablement, I truly believe, is the most important job in the organization. Without enablement, we’re not going to equip our sellers to generate the revenue that they potentially could. For those reasons, I think that enablement is a very worthy cause relating to investing or investments that should go from an organization.

SS: I couldn’t agree more. Bob, Trula, thank you so much for joining us today. I appreciated your time and your insights. 

TH: Thank you. 

SS: To our audience, thank you for listening to this episode of the Win Win Podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Jonathan Easterling, senior sales enablement trainer at Ncontracts. Thanks for joining, Jonathan! I’d love for you to tell us about yourself, your background, and your role. 

Jonathan Easterling: Absolutely. Thank you so much for having me today, Shawnna. I really appreciate it. As you’re saying, my name is Jonathan Easterling. I am the senior sales enablement trainer at Ncontracts currently. I’m just outside of Denver in a town called Fort Collins. Leading up to Ncontracts, I’ve been in various B2B selling jobs, led team management, and went on the traditional path. Being in management, you have the opportunity to develop your team. I really enjoyed that piece. I had a chance quite a few years ago now to jump into training and I have not looked back ever since. 

SS: I love that. Now to start, I’d love to hear from you. Can you share a little bit from your perspective about the connection between training and coaching and how the two can complement each other?

JE: I hear this often when these two aspects are decoupled and the way that I think about it is I think of my sellers as fighter jets. We give them the core skills and the competencies to really get them off the runway. That’s where the training kind of fuels the thrusters. We got him up in the air, but the coaching is the aileron. The coaching has the seller moving towards the target and when we decouple the training from the coaching, then we’re leaving a seller with really all thrust and no vector. Sellers, as we know, really want to get after it and they’re happy to fly hard and fast with thrust only. We have to make sure that we’re jumping in post-training and we’re making sure that that coaching is keeping the direction true. 

SS: I love that. Now we have a theme going on around what good looks like. I’d love to hear from you. What does good training and coaching look like? In other words, what are your best practices for building an effective training and coaching strategy?

JE: What good looks like is kind of a varietal question. It hits differently for every organization and that’s what I initially thought when I approached that. As I pulled myself to a little bit higher level, which I think is an enabler we have to do, I realized that that’s actually kind of not the case. I want to do a quick little reframe if I may, what does good training feel like to the trainees? When I looked at it from that aspect, I was like, okay, well, what’s the goal? What’s the goal here? The goal of any training is to get the skill and the will levels matched, and ideally, both those levels are very high. The reps feel empowered to do what they want to do and they are excited to do it. 

Now, I break it down into just a couple of different categories when I’m approaching this. For me, what good looks like in my organization is tiered, digestive, digestible, and iterative. Let’s just take a peek at a couple of those. Tiered, which means, it’s not a blanket approach. This is targeted, prescriptive, and it’s going to be different for each level of employee. We all know we can’t just deploy one program and say, okay, all right, good job everybody, let’s call it a day. 

At the seller tier, they may need something a little more technical, a little more point-and-click, and maybe a little more role-plays or gamification. At the leadership tier, we may need a different level of technical skillset. Maybe they need something a little more administrative, or maybe they need more soft skills and more training on coaching or coaching on coaching to be able to implement that training correctly. 

It is all iterative. Luckily, I was part of an organization early on that taught me how to fail forward and really gave me the opportunity to do that. I’m not afraid, and my organizations are not ever afraid to go back and relaunch and edit what we’ve previously done. We don’t really carry that level of indignance with us. We are not under the belief that managers should handle that whenever small iterations come down after training. We go back and republish, we relearn from the mistake and we just do it better next time. It’s iterative. 

First of all, it’s digestible. Now this one’s difficult. I’ll tell a quick little story about this. I train at a jiu-jitsu gym and one of the instructors has an adaptive living class called be bold. When you go into a bold class, you will see people of all physical capabilities. You’ll have professional fighters and you’ll have quadriplegics in the same room getting a sweat on and working out. When I looked at that, I said whoa, everyone in this room is baselined and engaged. Now from a training aspect, that is a huge cold water over the head that you’re saying, wow, if this can happen, what am I missing in my groups that are highly vetted? We want to make sure that it’s digestible to everybody in the group. 

This isn’t easy. To do that, we can over-communicate with our stakeholders. This is going to be another bucket of cold water for some, for folks, don’t skip your postmortems. If you fail, really rip it apart. Sit in that for a minute and make sure it doesn’t happen again or at least that you learned a lesson to take from the next time. Don’t be afraid to mess up every now and then. I think this is a really interesting time for enablement altogether as we look at what good looks like. Enablement has been completely upended by the change in the workforce. This is one profession that has really set the level playing field. People that have been here for 15 years, people that have been here for five years, they’re kind of on an equal playing foot, figuring out what works in this virtual hybrid environment today. Super exciting to be able to find out what good looks like. You might find something seriously game-changing if you flip your own script.

SS: I love that advice. Now you’ve leveraged Highspot to train and coach reps, both at Ncontracts and in a previous role. What are some of the common challenges that you’ve experienced when it comes to training and coaching reps and how has Highspot helped you overcome these?

JE: I think initially when we have this bevy of information that we have to get inter-departmentally down to the sellers, there’s a couple of key pieces of information that the sellers really need. Finding that content without a repository that’s very simple to navigate, ends up being this byzantine conduit of channels to try to get the seller something that’s actionable. As we know, if they’re not actionable on it very quickly, poof will be gone, the training not strong, and it’s going to be really tough to actually get them to implement it.

When we have a platform, like Highspot that categorizes and organizes a taxonomy that is well beyond any of its competitors in terms of simplicity, user-friendliness, and navigation, now we’re getting those sellers, the type of content that is super relevant to them at the seller’s speed. We need to get things at the seller’s speed. They are going to move fast and they’re going to look for something very quickly. If they can’t find it, then they’ll make up the narrative and we don’t want that. We want them to have the best information possible and always feel equipped to do their job the best.

SS: Fantastic. Now to shift gears a little bit, one thing that caught my eye was on LinkedIn you had shared a few tenants that you collected throughout your career. One of them is to better the environment, better the individuals. How do you help create a healthy sales culture through your training and coaching programs?

JE: I love this saying, thank you so much for being able to pick it out. Luckily in sales enablement, we do that as kind of a proxy. Now, initially, when we’re creating these sales training and programs, let’s start from the beginning, what do we have to do as enablement? We have to stay available. We have a lot of backend stuff, like presentations, events, and curriculum that we’re creating. We have to be present for our sellers initially because they’re telling us what’s wrong, they’re telling us what’s working and they’re telling us what’s not working. They’re really our first toe in the water for a temp check. 

Second, but I almost call this 1A is about transparency. There’s no guesswork. Right. That old adage. If it’s not in Salesforce, it doesn’t exist. Well, luckily with the analytics that Highspot provides when we’re looking at things like usage time, click-throughs, the specific calls to action that we can set, now we’re setting a level of transparency within the organization that says, hey, we’re all here to do the same thing. Let’s talk about some concrete objectives that we’re working towards. 

SS: I think that is fantastic. What are some of your best practices for creating effective training programs in Highspot? 

JE: When we’re looking at an effective training program, I’m going to draw it up a little high level because, again, it looks different to every organization. I look at the overall principles. One of the big mistakes that I made early on in Highspot was because it is so exciting to get everything so direct to my reps, I got kind of confused and I created a couple of sales plays that had way too many calls to action. What I took from that is a best practice for an effective training program which is that it has a single or very few calls to action. As I started to implement fewer, more specific calls to action, I found that I had better uptake of the completion of the call to action. I got less recidivism into the programs and I got a better overall average initial scores. That would be the first thing I’d say, just try to focus on as few objectives as possible to get your sellers actionable on those objectives.

Secondly, to kind of harp on what I had said before, iterate, iterate, iterate. Highspot has an amazing function that you are able to not only curate your content, but you can very simply replace a new piece of content that has come out and you’re able to see the longitudinal data of the old piece of content and the new piece of content. With that, you can iterate your approach, you can go back to product and marketing and say, hey, we actually need to iterate this piece of content, but being hypercritical about the things that you’ve done and then letting the data speak for itself.

Oftentimes we can get emotionally tied to this project and this baby that we’ve created. Luckily, with Highspot, we’re able to pull that emotion out of it and say, oh shoot, objectively that just didn’t work like I thought it would. Now, let’s actually make this baby the one I really wanted, but we want all of our babies. 

SS: So relatable. How do you then reinforce that training through coaching?

JE: When I’m reinforcing training through coaching, for me, it’s important to be able to, again, I’m going to call back to those specific calls to action that I was able to develop in the past. I can coach on things that are soft skills, like, good introduction or like not hard pivoting from process and value-based discovery. I can teach these things, but when I need to have technical-based coaching, there’s really no replacement for a hard analytic-driven conversation. When I’m pulling that data down, I think for me personally, and from what I’ve heard from my reps it really softens the blow instead of it being heard as a personal thing.

It’s like, hey, I really didn’t like that introduction, but when we combine things like integration of Gong calls with our Highspot scripts into our sales plays, then we’re creating a holistic view of the sales motion and we can say, hey, actually we use this introduction over here, but it actually kind of led to a little bit of a slippage. Let’s try a different introduction that maybe one of your other seller friends had used, again, going back to that transparency part of it and we can have a more factual conversation that says, hey, we’re just going to get you from this step to this step.

SS: I think that is fantastic. Now, coaching can often take a backseat, especially as we all get busy, but teams really can’t afford to let that happen. I know that you are adamant that coaching is a key priority within your organization. Why is coaching such a critical part of the formula for improving sales productivity?

JE: I’m going to go back to the jet analogy, thrust, and vector. As the jet is moving through the air, i.e. as your seller is progressing through a sale to land at the close, we all know the air has weather, i.e. there are other things within that organization, within that client, with their personal life, with their social life, professional, whatever, that is happening. That can really throw a seller for a loop. You give somebody a call, you’re in stage three, and suddenly you’re like, my dog just died, and you’re like, man, how do you pivot off of that one? To be able to have a coach, someone that is close to you during those sales and during those moments, again, with that transparency, with that factual analytic driven conversation to get you to that next level you cannot separate those two. 

When we’re going through coaching as in training a coach, we can use dashboards within the platform to get middle-upper management to buy in. Now, how do we do that? Well, it’s very simple to create your own comprehensive dashboards in Highspot. What we can do is we can just hang out. We can hang out with our managers, we can meet with them to identify the metrics that we need to drive with them together you can create these dashboards. 

This does a couple of things initially. It makes it super easy for them to jump in and check out where their team is at. They’re already pumped at that point. Secondarily, this is like a mini discovery session for us. We get to find out what are the overarching drivers, are the quick objectives, what are the long-term objectives, what are our quarterlies and what are our annuals. We can always start to have those in mind as we’re developing future trainings down the road. It’s kind of a two-pronged approach. 

SS: I love that. Now you mentioned that you aim to encourage coaching and mentoring through the Highspot platform. Can you talk to us a little bit about how you approach this as well?

JE: The aforementioned meeting with the sales managers is one way that I like to build rapport within a new company. I like to come in and say, hey, I’m actually here for you because that’s what I’m here to do. I need to translate what’s important to you and get it to the sellers so we can then we can all go have our quarterly party every year. 

One of the things that we implemented recently that I thought was really fun was utilizing the Highspot social aspect. You can comment, you can like, and you can share edits. There is a strong social aspect of it that’s super easy to use. What we’re doing is we’re implementing what we call an SOS spot, or a support on-site spot. This is to increase social interaction and we’re hyper-focusing on this page as a social forum for people to post Gong calls, post emails and get feedback within the organization. It is like a war room where we unabashedly can tear each other apart and go back out into the marketplace and close some deals there. 

SS: I think that is very cool.

JE: We’ll see if they do it. 

SS: Now you also mentioned how important it is to partner with sales managers to help them be effective coaches and mentors. What are some ways that you leverage Highspot to do that? 

JE: As the initial Olympic run of the torch comes through onboarding, that’s how I like to think of us marching down with the torch, lighting up everybody’s brains with all the new knowledge through onboarding, the managers are what is providing that ongoing vector through the air. They’re coaching every day. They see their employees more times a day. They just hear more from the reps. When we’re partnering closely with them initially, that means We’re going to empower them to find the data themselves. We’re going to get very close to them and we’re going to let them know how powerful Highspot is to give them the ability to have real-time insights into what their reps are doing. 

For a sales manager, data is king. They love getting data. When we build it in conjunction with them, they have awesome buy-in, and they’re really empowered to use it because it’s metrics that they care about directly. It’s important that we’re meeting between departments as well because our business development manager is going to have different metrics than our enterprise has, and different than our mid-market needs. We have to meet with each of them because then we can start tying the threads together. 

Now you’re asking about partnering with sales managers. For us here at Ncontracts and for my previous roles using Highspot, sales plays, and pitch styles have been absolutely integral in providing sales managers with that sales flow motion view. Sometimes we can get a little disconnected by viewing the pipeline in our sales motion in Salesforce. It can kind of seem like a stop-and-go, but with a sales play and a pitch style, you get a holistic view of how a seller is going to move through what you intended from point A to point B. This is what I call from contact to contract. We have a path we want the sellers to take. We partner early with our managers to identify exactly what those calls to action we want them to enact.

Let’s say at stage four, are they using the ABC proposal deck? Then we get with those managers and say, hey, does this sales play actually feed the data that drives your metrics? Are we actually putting information out there that you can pop into that dashboard that we created and see that it’s actually accurate? This is why it is important to go back and meet with that manager and say, hey, is this still relevant? Or, hey, I changed this, do you want to add this type of metric to it? 

SS: I love that. On the note of metrics, last question for you, how do you measure the business impact of your training and coaching programs, and how has Highspot helped influence the business impact?

JE: You’re going for a loaded one on the closer, huh? I see how it is, Shawnna. Oftentimes we can find ourselves in a tricky predicament in enablement. A lot of the time as enablement, we fall into the revenue department. Our metrics can align very closely with sales, such as time to close and average deal size, but we don’t necessarily have the direct line like a sales manager would coax that trajectory as it’s happening. 

Highspot has some features to help us identify exactly what has or hasn’t contributed to the goal of closing more business. Integrations with things like Salesforce can help me see exactly what piece of content was used or wasn’t used attributing to our slippage and win. We can see exactly what content is converting and we can continue to make that a best practice. 

I’m going to go back and I’m going to say that the transparency within the platform, to be able to have a factual-driven conversation when sellers are out there getting beat up every day on the phone is important. It is important to identify that this isn’t an emotional thing, this is just a factual thing that we can get better at. When we’re looking at something that ties directly to revenue, there are interactions in Highspot that we can partner with marketing to share. This could be our click-through, our form fills, or our pitch styles with the content that we’re using, we compare directly interdepartmentally, just like we do to create training programs to then report back and see what the true contributors are to them. Having that level of insight when we obviously want more budget every year, we want to substantiate ourselves. We want to show how much we are contributing and are absolutely integral. 

SS: I love that. Jonathan, thank you so much for taking the time to meet with me today. I really appreciate it. 

JE: You’re very welcome. Thank you so much for having me. 

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot. 

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Jillian Maiorino, the manager of sales revenue training and enablement at Vendr. Thanks for joining Jillian! I’d love for you to tell us about yourself, your background, and your role. 

Jillian Maiorino: Thank you so much for having me, Shawnna. I’m really excited to be here. A little bit about me, I was born and raised in Maine, and I’m actually now back in Maine with my family. I have a husband of eight years and two little ones. After having my kiddos, I was trying to think about what I wanted to do when I went back to work. Prior to that, I graduated and went right into the world of sales. I did everything from BDR to full-cycle AE to post sales, customer success, and account management and then went on to become a mother, the greatest job of all.

When I thought about what I wanted to do when I went back into the workforce, and if I was going to leave my babies, what would fulfill me enough to do that? Enablement at the time was still relatively new. When I think about it at my core, I am an enabler. Through words, content, tools, and processes, I am somebody who really strives to support others. I love the art of selling everything that goes into selling and being able to enable sellers to find everything that they need at their fingertips, be their best version of themselves, and coach them through that has been really fulfilling over the last few years.

SS: Well, thank you so much for joining us, Jillian. Now to start, you actually leveraged Highspot at a previous company and now at Vendr. Given this experience, how have you seen an enablement platform play a really key role in the revenue tech stack? 

JM: I think an enablement platform provides the tools and resources to enable sales teams to be more effective and efficient in their roles, bottom line. It helps reps stay informed and prepared throughout the entire sales process and it’s meeting them where they’re at and really looking to not disrupt their day-to-day workflow. By equipping sales teams with the right information and tools at the right time, in the right way, the enablement platform is really improving their productivity and enables them to ultimately close more deals effectively, leading to increased revenue. 

I think an enablement platform also facilitates the training and onboarding process for new sales hires. It provides a centralized repository for training materials, product knowledge, and best practices really playing a key role in not only getting new hires up to speed but then that ongoing reinforcement and support throughout their entire time.

SS: I love that it is absolutely essential to the revenue tech stack. At Vendr, what are some of the key business initiatives that Highspot helps to support? 

JM: That’s a great question. I joined Vendr and one of the first questions that I had was, “Do you have Highspot?” That just goes to show how crucial it was to me at my previous company. At the time, we were making a lot of process improvements and changes to the business as we became more of a platform product company. The core purpose of Highspot is really here to enable sales teams, again, to be more effective and efficient and ensure that they get the right information at the right time, and so we use Highspot for everything from onboarding all the way through ongoing and reinforcement. 

We have competitive plays. We have persona-based plays. We outline our sales process broken down by the stage and really so they understand everything that goes into each stage and out of each stage. We meet them where they’re at in Salesforce so that they don’t have to leave their workflow. One of the biggest things we did when we launched Highspot here, we lined it up with our sales kickoff earlier this year when we launched our SLG, or sales-led growth playbook. We built that with Highspot. 

Another thing that we do that has really been a big initiative here to make sure that sales reps are getting the right information at the right time is we launched a weekly sales digest, and that is sent via Highspot as well. It is built in Highspot and sent via Highspot, which really allows them to get that highlighted book-ended information of all the things that are getting thrown at them via Slack or in meetings or in trainings and have that end cap at the end of every week surfacing up what they need to know and make sure that they can take action on heading into the following week.

SS: You touched on this, but one area where your company has seen a lot of success in Highspot is through sales plays. In fact, you’ve achieved, I believe, a 91% play adoption rate, which is absolutely incredible. Jillian, can you tell our audience about your sales play strategy and how they support your key business initiatives?

JM: Absolutely. When we think about a sales play, I want to think about it really at the most granular level. We could have a discovery sales play, but within that discovery sales play, I want to have a discovery sales place specifically for our CFO persona. Getting as granular as we can means that reps can pull up the right scenario, sales scenario, and the right play and execute. We break down our sales play with the guidance and the best practices from Highspot into the what to know, what to say, what to show, and what to do framework. 

When I think about those sections, the what to know section is really where we’re educating our audience about the scenario with context, information, training materials, and FAQs. The person really responsible for this section is our topic subject matter expert. If we are doing a competitive battle card, our product marketing manager who owns our competitive intel is really owning that what-to-know section. This is where we clearly explain why the play was created, and why its content matters and highlight information like what is it for, who is it for and what outcomes does it drive? Then we incorporate any training courses to solidify the new knowledge around that play if it’s a long tour competitive battle card. 

The next section is what to say. Within this section is where we’re really preparing our audience to have an effective conversation with the prospect or customer through talking points, questions to ask, highlighting Gong calls of what good looks like so that they can see that and replicate that and start to practice, as well as customer stories. Now, the person that we have responsible for this section is the audience subject matter expert. The enablement partner is partnering on all of these sections, but the audience subject matter expert really is who is this play intended for? If it’s intended for a sales rep, I may bring on a rep to help me make sure that this is resonating and this is exactly what they need from a what to say standpoint. 

We may create different sections for more granularity and give them examples of questions that they can ask to help uncover situations, for example, where this new product launch might be a good fit. We may include demo tracks here or competitive daggers that help reps get familiar with how similar competing products might be positioned. The What to Say section is all about giving them the snippets and the talk track that they need to be successful with this sales play. 

In the What to Show section, the goal here is to provide our audience with the most relevant and effective content to engage the prospect or customer either before, during, or after the meeting. This may be white papers, case studies, email templates that might be a follow-up template that’s easy for them to plug and play, or even demo videos. The What to Show is really external-facing content. The individual responsible for this section is again, the topic subject matter expert, along with the enablement SME. Then we’ll have best practices here around the content that can be pitched again before, during, or after. 

The last section is the What to Do section. This is specifically where we detail the steps that our audience needs to take in the given scenario. Depending on the play, this section could include something from updating the account progress in Salesforce to coordinating logistics for a meeting as a follow-up. The most often responsible person here is the audience SME as well. We also add a ‘need help’ section to the play, so they have the contact information for the topic subject matter expert as well as the enablement subject matter expert. 

SS: Thank you for outlining that. I think those are some phenomenal best practices. In your opinion, if you could sum it up, what does a good sales play look like? 

JM: I remember the first time that I was on-boarded with Highspot, and I’m not somebody that likes to reinvent the wheel. I like to follow best practices that Highspot has laid out, and I believe they said, like two and a half scrolls with your mouse. You don’t want to have too much information where the intended audience feels overwhelmed, while also making it super digestible. The what to know, say, show, do framework really allows them to go to the exact section that they’re looking for. 

They may go to a play multiple times and need a different section depending on what their action is that they’re taking, so it’s really important to make it digestible. I think that the best sales plays do really have that baseline information on the what to know section, very clear, actionable what to say, snippets, talk tracks, highlighting what good looks like, and then clear follow-up templates and what to do actions to make sure that they’re completing the best practice cycle through whatever it is that they’re learning or executing on that sales play.

SS: That’s absolutely a fantastic definition of what good looks like. As I mentioned, you guys have an amazing adoption rate. What are some of your best practices for driving the adoption of sales plays among your reps?

JM: I love this question because I answer it pretty much the same anytime anyone asks me how enablement is successful. My opinion is that everything lives and dies at the front-line management level. What I mean by that is without your buy-in from your front-line managers, your reps will not adopt Highspot or sales place. The front-line managers really need to be there to drive that adoption and reinforcement and make sure that it’s ingrained in their workflow and their day-to-day. 

One thing that we’ve done is really leveraged the weekly sales digest that I send via Highspot, and let’s say we’re launching a new sales play. The following Monday in their weekly team meetings, their managers are, for better or for worse, pop quizzing them on what was shared in the digest and then specifically in the sales plays. That really got them in the habit of at least reviewing once over on Friday and then knowing where their resource is. 

The second piece is I think allowing reps to access the sales play in their day-to-day workflow that they’re already in. This gives them no other option because it’s right in front of their face in the opportunity view with the Highspot frame. They know if they’re in a competitive scenario at a certain stage in the sales process, the right sales play is going to meet them right there and they can easily click on it and access it without even leaving Salesforce. 

SS: I couldn’t agree more. It is essential to build it in the workflows that your reps are in on a daily basis. How has your sales play strategy helped you to impact the productivity of your reps?

JM: Honestly, I think it really comes down to them knowing how to fish for themselves. They don’t have to take that extra step to Slack me and say, hey, how would I approach this scenario? Or, hey, where can I find this piece of content? They know now that all of those things that they need are at their fingertips with Highspot. They can backslash in Slack Highspot and search for whatever they need and I think that that really has impacted their productivity because they’re not wasting that time searching or asking others. They know exactly where it is. 

SS: Absolutely, and in today’s day and age, I think impacting productivity is absolutely critical for organizations to do more with less. What role do sales plays play in your broader enablement strategy? What are some of the key components of your enablement strategy? 

JM: I think sales plays play a crucial role in our broader enablement strategy in a few different ways. They are targeted and orchestrated approaches that guide our reps on how to engage with prospects and customers effectively throughout the sales process. They really do provide a structured framework that know, say, show, do, that aligns with the organization with Vendr’s sales objectives, customer needs, and desired outcomes. 

Sales play also ensures consistency and alignment, so they help our reps tailor their approach to specific buyer personas, industries, or different sales scenarios. Again, as I said, they provide a proven framework for engaging with prospects. They really do facilitate this continuous improvement and optimization of sales approaches and we’re able to track and analyze the outcomes of the different sales plays, gather the insights on what’s working best and what’s not, and then it allows us to have this feedback loop that enables the refinement and enhancement of sales plays over time. 

While sales plays are the starting point of a lot of the things that we do in our enablement strategy, it’s also providing us that feedback loop that ensures the sales team is equipped with the most effective strategies to drive revenue growth and we’re learning from those analytics and insights constantly. 

SS: I’d love to know how your holistic enablement strategy helps to also drive sales productivity. 

JM: I love this question because I really enjoy taking a step back and looking at enablement from a holistic view because there are so many different components and day-to-day in my role, I can get lost in only one of these pillars, if you will. When you take a step back, you’re really thinking about a few different pillars. The first is training and onboarding. By providing structured training on product knowledge and sales methodologies, objection handling, and effective communication, our reps are equipped with the necessary skills to perform their roles efficiently very early on in their journeys at Vendr.

The second piece is the content management piece. A key aspect of enablement is clearly effective content management, which we achieved through Highspot, and we are able to provide the reps easy access to up-to-date, relevant, personalized content that helps them engage with prospects. more effectively. 

The next piece is our sales process optimization. We’re analyzing and optimizing the sales process, looking to eliminate bottlenecks and really streamline their workflow. By identifying inefficiencies or redundancies, or even areas of improvement in the sales process, we’re able to implement changes that lead to increased productivity. 

The next big pillar is sales technology integration, Highspot being a main piece of that. We integrate the majority of our tech stack into Salesforce with Highspot Salesloft and with Gong. We’re really able to give this sort of seamless integration, giving our reps a unified view of their customer, of the customer data, streamlining their data entry, and then they can spend less time navigating between those different tools and systems, which results in increased efficiency and more time dedicated to selling. We have the continuous learning and development pillar where we’re promoting a culture of ongoing learning by providing ongoing support, coaching, and resources to help sales reps enhance their skills and knowledge.

Lastly, the analytics and insights pillar of our holistic enablement strategy is crucial so that we can gain valuable insights into rep performance, content effectiveness, and then sales trends to understand what’s working and where we might have areas for improvement. 

SS: Amazing results at Vendr. Last question for you, Jillian. What are some of the key business outcomes that you’ve achieved through Highspot? Do you have any data points you can share with us?

JM: I have my sync with our Highspot CSM later today, actually, and so I’m hoping we can get some more fresh data points. I think that truly, the biggest one of all, as I said earlier, is getting reps to fish for themselves and knowing where their resources are. That was a huge pain point for us prior to Highspot. We’re at the point now where more and more cross-functional employees are asking, hey, what’s Highspot? Can we get access? We are thinking of more and more use cases that we can use across the business, that isn’t just the standard sales enablement use cases that you would think of.

I think the other thing that’s been really impactful is the use of microsites. Reps are able to really deliver this world-class experience to their prospects of what it would look like to work with Vendr and being able to give them this one-stop shop for all of the content that they’re reviewing, the recordings from the calls that they’ve attended, making it very easy for them to go to their microsite, see all the things that they need to know about Vendr as they’re making their business case and decision and have it there very easy for them to access. Not only are we making it easy for our reps to access information, but we’re also making it easy for our prospects and customers to access information. All in all, I don’t know what we would do without Highspot. 

SS: Well, I absolutely love hearing that. Jillian, thank you so much for joining us on this podcast. I appreciate the time. 

JM: Thank you for having me. 

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot. 

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Rey Espinosa, senior product consultant at ODP Business Solutions. Thanks for joining, Rey! I’d love for you to tell us about yourself, your background, and your role.

Rey Espinosa: Absolutely. I definitely want to extend my thanks and gratitude for having me join the podcast. As for myself, I’ve actually got about close to 30 years of experience in sales and sales-related roles. I spent about 10 years actually as a frontline sales rep or account manager, and I managed some sales teams. The bulk of my tenure has actually been in a corporate training role, wearing any and all the different hats that trainers wear, facilitator, certified sales instructor, content and rhythm creator, coach, and just everything that’s involved with that. That’s the bulk of my experience. About just over a year ago, our organization adopted Highspot and actually invited me to be the Highspot solution owner for ODP Business Solutions. That is my current goal and I’m loving every moment of it.

SS: Well, thank you again so much for joining us today, Ray. I really appreciate it. Now, I want to get started with obviously understanding what the landscape looked like before. Before Highspot, what were some challenges your organization was experiencing? How have you been able to solve these challenges since having Highspot in your tech stack?

RE: Well, where to begin on this one? The challenges that we’re really facing in our organization with our old content management system really were number one. There was just an overwhelming amount of content on the platform. Our sales teams were challenged with trying to find the content. Even to add to that, when they would find content, a lot of it was out of date, it was old, it was irrelevant, and not usable to share with our customers.

Implementing Highspot, afforded us the opportunity to really wipe the slate clean, which is a great benefit for the organization. We really took a hard look at the content that we had, and we made that conscious decision to be very intentional about what we brought into Highspot. We made sure we only brought in the most recent and relevant content. A few assets were updated to make sure that they were up-to-date and relevant, and then we excluded a lot of content. That allowed us to start from a really great point with our content. We knew the content that was getting uploaded was up to date, it was relevant, it was really healthy.

Also, with this smaller amount of content, it addressed the challenge that our sales teams had with trying to find content easily and quickly, and they knew whatever they would find in Highspot was going to be up-to-date and it was going to be relevant for today’s business landscape. Going through this process, just helped to improve efficiencies and the overall perspective that our users had on the content that we had available for them to use with their customers.

SS: I love to hear that. Now you have also been doing amazing within your organization at ODP Business Solutions. You have an 81% recurring usage rate of the Highspot platform, which, as I said, is outstanding. I’d love to learn from you. What are some key ways you integrate Highspot into seller’s workflows and how has that helped to drive adoption?

RE: Well, there’s a couple of different ways that we’ve done this. From its inception, Highspot has had some really great integration tools and capabilities into the other software tools in our tech stack. That really helped to promote and drive the adoption of the platform. We’re able to provide them access to the content from Highspot through Outlook, through our CRM, and through some of our other sales tools that we’re using. That really helped with adoption. It was easy to get to and easy to use from whichever tool they happened to be using in their workflow.

The other thing that really helped out is we made sure that we had constant and consistent messaging about Highspot to all of our teams. We made sure that they understood that Highspot is out of one source of truth, the content, whether it’s marketing content, product information, process documents, training, or what we wanted our sales teams to know, and they’ve learned that if you’re looking for anything, start with Highspot.

SS: I love that principle. What are some of the benefits of integrating Highspot with some of the other core tools in your tech stack, like Salesforce CRM, for example? What are some of the key business results that you’ve seen as a result of that integration?

RE: Well, again, it goes back to really the strong partnerships that Highspot has with a lot of the other vendors and companies out there. The biggest and most seamless integration that we have with Highspot is within our CRM. The integration that Highspot has with Salesforce allows us the ability to serve up content to the reps while they’re in Salesforce during their normal flow of business and processes.

We have the ability to serve up content at the account records, that opportunity, and contact records, and we can pick and choose what content we want to show for different accounts or different stages in an opportunity or different products that are associated with an opportunity. That was one of the core integration pieces that we love about Highspot. Just to add icing to the cake, you have that integration with Outlook. As a sales rep is starting to create an email interaction or engagement with the customer, they can easily drop in relevant content. The same goes for another tool that we use called Sales Law. There is another great simple integration to bring in content from Highspot when they’re using that tool.

That integration really just permeated through all of the tools that we really use and that our sales teams use on a day-to-day basis. The biggest benefit was that our sales teams didn’t have to adjust or change their processes drastically. It was just a small tweak here and a small tweak there to make sure they’re aware, this is how easily and quickly you can get to the content you need to share with your customers.

The biggest key business results that we’ve seen are improved efficiencies. Reps are able to go in, find content that they need, or we serve up the content that’s most relevant at that moment in time when they really need it for their customers. They’re spending less time doing what we call admin tasks. They’re not having to search for content or figure out what content to use, or even utilize the template capabilities, or pitch templates within Highspot. Now we’re presenting those messages where they’re simply just personalizing it a little bit and sending it out to the customers. It’s a huge improvement in efficiencies, which frees up time to let our sellers do what they’re paid to do, which is engage with our customers, bring the value of a partnership between our organizations, and drive profitability and revenue.

SS: That’s absolutely what the goal should be in terms of where reps are spending and focusing their time because it ultimately drives productivity. Now, I know that, especially in Salesforce, you have been working on a big project to basically build in targeting in Salesforce to ensure that you can deliver that just-in-time content for your reps. Can you tell us a little bit more about this project and how you’re leveraging the Salesforce integration to continue to further improve rep workflows and efficiencies?

RE: Absolutely. With the adoption of Highspot, the first steps are really getting the platform stood up and making sure that the framework is there, you have the right spots, lists, filters, and just everything is all set up so that you can manage that content. The next big step that we’re looking at is now serving up that content, and improving those efficiencies with our users, which are our sales teams.

I guess the easiest way to put this is as you start to want to drive business, businesses have campaigns and initiatives, different pages or different plays that they want to push out where we feel we can generate revenue and bring more value to our customers and with Salesforce and the integration that Highspot has with Salesforce, it allows us to present those initiatives or those campaigns. All of the information that’s relevant to those campaigns and initiatives can be right there at the targeted account. By bringing it up and integrating it into the account record, we now present that data or serve up that information right there on the account and make the sales teams aware, hey, this particular account is really primed and targeted for this initiative. Start to talk to them about these products or these services and solutions.

The great thing is we use play pages from Highspot and we leverage that to know, say, show, and do structure so that they can quickly go to that page, read through it and really understand what they need to do. This really ups their competency level about talking to their customers and how they want to talk to their customers, what they would like to show, and how they can really position the value that we can bring. That’s one of the first real heavy integrations that we’re doing at that account level within Salesforce. Right on its heels is going to be that same type of serving up of content and information on the opportunities. We can serve that up depending on the stage of the opportunity, depending on the product that’s related to that opportunity.

The next step beyond that is looking at the contact level. The individual person that we’re dealing with. We can see what they are engaging with because we want to leverage and serve up the right content at the right time, given that the customer’s title or the industry they’re in, is the decision maker, there are various pieces of information that are available within Salesforce that will allow us to serve that content up that’s going to resonate with that customer, given their buyer persona or their buyer type. You have to speak to a C-suite individual a lot differently from an end user or mid-level manager that has different priorities. Different things resonate with different customers and having the ability to serve up content, we know, is going to resonate with that particular type of buyer is really going to help to generate the interest from that customer and want to actually have those conversations with our sales teams.

SS: That is an amazing undertaking of work though, Ray, so congratulations on that project. I think it’s going to be extremely beneficial to your sales teams. Now, another topic that I know is near and dear to you, and also a way to help your teams improve efficiency, is through this notion of governance. You actually shared your insights on your governance strategy at our annual user conference, Spark ‘22, last fall. From your experience, and for the podcast audience that may not have been able to join that session, what is the importance of content governance, especially when productivity is so crucial to a company’s success?

RE: In a nutshell, the importance is really having up-to-date, relevant, and what we like to kind of call healthy content. You want to make sure that whatever information you’re providing to your customer, it’s going to be relevant for today’s business landscape. As we all know, over these last couple of years with everything that’s been going on in the world, business has changed dramatically. Making sure that the content that you have, the information that you’re sharing with your customer is up to date and reflects how that landscape has changed is going to resonate more with them than just a flier or a brochure that you printed back in 2018 or 2019. The same key points and value that you were trying to present at that moment in time aren’t really relevant anymore given the landscape and the shift in how we’re doing business today.

It all starts with that content governance and making sure that the assets and the content that you’re loading into Highspot it’s up to date, relevant, and healthy. For me, it even goes beyond that. There’s more to consider than just making sure that you’ve got a relevant title and a description, expiry date, and that it’s tagged appropriately for list builders in Highspot. We need to look at the overall spots. The list that you’ve created, the pages that you’re creating from a landing page to a spot overview, to a list overview page, the different play pages, all of that I think is within that realm of governance. I mean, it’s great if you write a really great book, an awesome novel, but if you go into a library and you can’t find that book, nobody’s ever going to know it’s there.

The way that you structure the framework of Highspot is part of that governance as well. If you can do that right and keep it updated, you’ll have to refresh it. It’s not something where it’s one-and-done. You have to revisit it and make sure that you’re keeping up with how you’re doing business and your customer base and your product lines and things like that, but if you keep it up to date, it’s much easier for reps to find what they need. It involves a lot more than just the uploading of content and tagging that and putting an appropriate title on it, it also involves some of the layout and structure of the environment. You want to make sure that when you’re creating your framework and the strategy for presenting content to your sellers that it makes sense, that it is intuitive, and that it’s easy for the end users to find that information. That’s really what’s going to drive the efficiencies, drive productivity, drive revenue. It all starts with governance, but it goes beyond just making sure that you’re checking a couple of boxes on the content properties. It goes well beyond that to really drive that home.

SS: Amazing. You guys, as I said, have been doing phenomenal with governance within your instance. Your governance health score consistently remains at 75% or above, which, as I said, is absolutely incredible Ray. Fantastic job. I’d love to learn a little bit more about our other customers that are really keen to implement governance best practices. How do you partner with spot owners and publishers inside of Highspot to ensure that Highspot is filled with relevant content for your sellers?

RE: It’s a combination of meetings, collaboration, and partnership. With our spot owners and our publishers, we meet with them monthly. As I mentioned before, we’ve only had Highspot for about a year, but these monthly meetings really help to make sure that our spot owners and our publishers, number one, are keenly aware of how important their role is in the Highspot platform and our governance and just overall content management strategy. They need to know how important they are. Having that constant consistent communication and two-way communication really is helping us out.

It makes sure that the spot owners and the publishers feel as though they kind of own a part of Highspot. It’s not just another process that they have to incorporate. It is their baby, as much as it is mine. That constant meeting with them on a month-to-month basis helps out. Beyond that, we also have implemented a Highspot end user committee and a Highspot sales leader committee so that we can meet on a monthly basis with our users. We get their feedback, we make sure that they’re aware of new features, new capabilities, new strategies that we’re implementing features in and capabilities that are integrated into Salesforce. This way they know what they’re going to see and how easy and quick it’s going to be to get to relevant content, but then allowing them to give that feedback as well.

Now, as part of the sales enablement team and owner of Highspot, we can take the feedback from the users, spot owners, and publishers to vet that out to figure out what we can really do. Once we understand that, now we help to partner with our marketing, our product, our merchandising, our sales op teams, and support teams, and our training teams to say, okay, this is what we really need to do. This is the direction that we need to drive Highspot because it’s going to really help from a content management upload process for our publishers and our spot owners, but it’s also going to have a very positive impact on our users. You have to keep an eye on both of those groups. One helps you to maintain the health and structure of the platform, but the other one is the users.

You can build this great efficient car, but if it’s ugly and it’s cramped and you’re not comfortable sitting in it, many people aren’t going to buy it and use it. On the other side of that coin, if it’s really a great-looking car and it’s comfortable and all that great stuff, perfect, you’re going to get a lot of people buying it, but if you didn’t build it the right way, it’s going to break down quickly, so you have to balance those two. I think we’ve done a great job at our company to make sure that we’re facilitating this two-way communication and feedback loop to make sure everybody’s voice is heard and that they understand that your idea, as wild as you may think it is, is maybe the perfect solution for what we need to continue to drive Highspot to drive efficiencies and productivities and drive revenue.

I know that they feel that way because they’re more than welcome to throw out ideas during our meetings and just say, hey, it would be great if we could do this if we could have that. A lot of times we talk to our Highspot support team, which is great, they’re awesome, and they say, yeah, we can do that. Highspot again, just shows its colors and it shines bright at everything that it can do to help support our business.

SS: I love that, Ray. Now another area, because you brought up the topic of partnership that has been crucial to your enablement strategy is training. Can you tell us about how you partner with your training team to optimize training programs using Highspot?

RE: Absolutely. Yeah. I do have maybe an ace up my sleeve on this one, just because I actually was part of the training team and, again, my years of experience in training, but the capabilities that Highspot has really came at the opportune time. We actually don’t have a formal learning management system here at ODP Business Solutions. We were making do with what we could and creating some ad hoc programs to meet our training needs. With the implementation of Highspot, it gave us pretty much everything that we needed within the platform to support our training teams.

When I first came in and started to manage the implementation and really started to drive the solution for our organization, learning more and more about the capabilities of training, I couldn’t wait to get back in touch with the training team to say, hey guys, we now have a tool that can do right out of the box 85 to 90% of what we were trying to do as a sales team. Let’s meet and let’s start showing you the features and capabilities and let’s start building out our training programs. We now have an onboarding training program, as well, as a really good strategy for our continuous education programs within Highspot.

We’re also taking advantage of some of the new features. We’re really, again, leveraging, and I’m going to tout our Highspot success team. They’re always willing to meet with us and make sure that we’re aware of features and functionality that they feel are going to benefit us. We meet with them every two weeks, rain or shine. They really take the time to understand, from a training perspective, what our training team is trying to do. They can really highlight the features, capabilities, and functionalities that align with those goals and those projects that we have for training. With all of that tied together, it’s just another aspect of Highspot that I can’t speak highly enough about.

We now have an individual on the training team who’s getting more and more familiar with Highspot training capabilities and functionality, so they’re working very hard to get everything into Highspot for onboarding because we do have onboarding for our field sales teams and we have a different onboarding program for our inside sales teams. He’s working to bring all that together. I partner with him. Not only do we meet with our Highspot success team every two weeks, but David and I meet at least four or five times a month because he wants to learn how I can use Highspot for courses, lessons, and certification programs. We really love the most recent feature that’s been released, which is the event sessions. That’s a game-changer for us. We love the ability now to create virtual meetings or in-person meetings right within the structure of course. That is just another great feature that Highspot has released.

SS: Beyond sales training, you’ve also engaged in some personal learning programs through Highspot University courses. How have professional development opportunities like these courses help you to continuously optimize your enablement strategy and your use of high spot?

RE: Well, for me, being the content management and the solution owner for Highspot, this is something new for me. I’ve never had these types of roles and responsibilities. I’ve always done training. That’s my bread and butter, so to speak. I had a lot to learn about sales enablement, about content management. The Highspot University is a great initial tool to really kind of get you in tune with Highspot and how to use Highspot for managing people for governing content or adding content. They’ve got some great courses out there and I know you guys are going to continue to build out the offerings that are in Highspot University.

Beyond that, I would also like to give a huge shout-out to the Highspot community. I mean, I go to the community page at least three times a week. I tried to target about an hour in the morning. I’ll focus on governance, one-day sales play the next day, different topics, and different categories each day to continue learning more about what is it, what does sales enablement do, and how can we make it better? What are some of the things that we should be aware of, should be looking at, and should be helping to drive in our organizations? That along with looking at the discussion forums in there and really understanding a lot of the questions that I have about Highspot and how to use it, a lot of other folks out there have those same questions.

Those discussion forums really helped to bring together a huge number of like-minded people that want to improve not only themselves, but Highspot and the environment for their organizations, but really help the leverage and knowledge that we each have little tidbits here and there. Everybody is very supportive of that platform. The community is another great way that helps me to continue to learn. I’ve seen myself as an instructor or a teacher for many years, but it really got me excited to be back on the other side of the fence to be a learner and to learn new things. I know it’s kind of an old saying that you can’t teach an old dog new tricks, but I can tell you, I’m an old dog and I’m learning some new tricks thanks to the Highspot community.

SS: I have to say, Ray, that quote alone may have made my whole day. Thank you so much for sharing that. To close, I have one last question for you. What advice do you have for other teams to optimize their enablement strategy with Highspot?

RE: I thought a lot about this question and, you know, I kind of doubted myself in trying to respond to this question to be perfectly honest, Shawnna. I don’t have a lot of experience. I don’t have a lot of experience or time behind this particular driver’s seat, but from what I have been learning, I think the best advice I can give is just to be very open and have very strong, open lines of communication. Not only between the individuals that are helping to manage Highspot or that are on your sales enablement team but really the two-way communication between your marketing teams, your product teams, your sales teams, training, and sales operations. Everybody needs to be involved in and has some level of involvement and kind of skin in the game when it comes to sales enablement.

As a sales enablement team, we’re not on this island just trying to throw up smoke signals and tell people what to do. You really have to take the time to meet with individuals, understand what they’re doing, their projects, their roadmap, and then how that roadmap and how do those projects tie into initiatives, campaigns, training programs, and even just the overall presenting or managing of the content and presenting that content to sales.

Ultimately, as sales enablement, we really want to drive profitability and the success of our sales teams and our organization, but in order to do that, you have to have a full understanding of your business, your business landscape, and the direction that the business is going in. Then be able to look a little bit farther than that on the overall landscape outside of your organization, what’s really working. How can we improve things?

The best advice I could give is communication, two-way open, honest, free communication. There’s an old saying in training that says there are never any dumb questions, only dumb answers. Don’t be afraid to ask those questions to learn and make sure that everybody feels comfortable sharing their ideas because you never know when that one idea is going to come out that’s really going to put you leaps and bounds ahead of the game.

SS: Ray, I have to say you nailed that advice. Thank you for sharing that with our audience. And thank you for joining us today.

RE: Well, thank you. It’s been my pleasure. I enjoyed speaking with you. I even get a little bit tongue-tied every time I start to think about Highspot and what it can do, and I’m so excited about what it’s going to bring for our organization and everyone else in the future.

SS: Fantastic. Thank you, Ray. To our audience, thanks for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can go beyond what good looks like with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Frank Kenney, the director of industry solutions at Cleo. Thanks for joining, Frank! I’d love for you to tell us about yourself, your background, and your role.

Frank Kenney: Thank you. My name is Frank Kenney. I look after industry solutions here at Cleo. I also do a lot of work in the sales enablement role and they’re intertwined. The best salespeople have a very close relationship with the customers and the business of the customers that they serve. If you’re going to sell someone something, you probably should have a good idea of how they make money and how your product is going to help them make money. It’s kind of a no-brainer shortcut to everything from access to the power to access to the purse. It’s just the best way to be. I play double duty. 

I have been at Cleo for just six years. We’ll be headed to the seventh year starting in 2024, so just about six and a half years. I’ve been in the industry for the last 25, 30 years and I got my start at Gartner and was there for over a decade. When you’re working as an analyst or any type of academia or anything you tend to sit in an ivory tower and you give people advice on how to do things. It’s always great when you get the opportunity to go out and do things. I am really excited to be here and thanks for the opportunity to talk about Highspot.

SS: We’re excited to have you here as well, Frank. You gave us a little bit of background on your role, but as an owner of industry solutions across your organization, I’m sure you have a wide range of visibility into the overall tech stack. In your opinion, why is efficiency in the tech stack so important? 

FK: One of the challenges in any sales or go-to-market organization is that the company wants to have a certain amount of consistency and predictability. The best companies can predict growth, can predict sales, can predict renewals, can predict all of those things that come directly from sales. As any organization or any go-to-market organization, you tend to put in a lot of processes to put up the guardrails so that you can have predictability. The tech stack really just supports those processes. 

Now the danger is if you rely too much on the tech stack and you rely too much on the processes, then you lose the humanistic part of it. Kind of like what happened when music lost the analog world and music lost mistakes and we started getting very exact. It kind of just lost a lot of body. It lost a lot of soul. You never really want that to happen. 

What’s interesting is it’s not just having great technology, it’s having great technology that can work together. When you do that, you allow your go-to-market organization, whether it’s your account executives, your guys on the front lines like SDRs, the guys that are in the middle, customer success, all of those guys It really allows them to have humanity and do things in a very personal and a very individualistic type of way and the technology kind of just sits there and helps them out with that. It’s not just having great technology, it’s not even having just a great technology stack. It’s having technology that can work together and be consistent in helping you achieve your outcomes. 

SS: I love that. One of the outcomes that is really critical to a lot of organizations, especially right now, seems to be sales productivity. How does efficiency in the tech stack help you drive overall sales productivity? 

FK: Time is the biggest enemy of any sales process. We live in a world where we have very realistic deadlines and generally, it’s the end of a quarter or the end of a cycle. It could be the end of the month. It could be the end of a quarter. It could be the end of the year. It could be everything in between. Those are all time-based variables. The most precious thing that a salesperson, for instance, would have is their time. 

Again, a very efficient tech stack is going to find the opportunity to give that account executive as much of their time back in what they do so that that time can be used more effectively. That’s why productivity is so important because up until now we’ve thrown people at the problem of sales. Do you want to scale? Then just hire more salespeople. If you want to scale in a way that protects things like EBITDA or things like COGS if you want to scale in a very efficient way, then you’re going to bring in a support system for your sales operations to double your capacity, but not necessarily double your sales team. That’s really where the technology and productivity is really going to come from. 

SS: I couldn’t agree more. Now, when building out your tech stack, what role does an enablement platform play in your overall strategy for solutions? 

FK: One of the things to understand and a big mistake that a lot of companies tend to make is that enablement is a one-time thing. It really isn’t. Every sales enablement professional will find themselves constantly coaching, constantly enabling in terms of, as I said earlier, being able to bring your team new insights into what’s happening in an industry so that they can shift their focus. Well, that doesn’t scale well if you have one or two enablement guys. You’re going to look at technology or an enablement platform to help you with that. 

I can have a conversation with five or six people a day or I can have 30 that consume a video with a short assessment at the end to make sure that they’ve picked up the points or a text box to make sure that they’re able to read it back to you or a video system where they can pitch something back to you to make sure that they have it right and then let a team of sales managers go in and take a look at that. That’s incredibly powerful. That to me, it’s not just the new person into a company, you’re going to fire hose them with a ton of material and you could spread it out.

Sometimes you have to do that, but the real gem in enablement is that continual enablement is continually helping people get better and fine-tune and course correct all the way until you land that deal. That’s really what a platform is going to do and a platform is going to allow you to do that at scale and allow you to be incredibly efficient with it. 

SS: I love how you think about that holistically. What is the value from your perspective of having a unified enablement platform to help you bring your enablement strategy to life?

FK: Great question and the reason that I say that is one of the things from a sales enablement perspective that you never want to get into is you don’t want to get into this idea that you need X amount of people to succeed or X amount of people to fail, to know that you’re doing it, to know that you’re testing and all of those things. I want my sales guys to use every tool that they have possible. What that means is if I am creating a training module in Highspot, I want all of the materials that my team has reviewed to be available in the content part of Highspot. 

If I’m just testing them on information that they’ll never, ever, ever use again, well, that’s not really helpful. What’s really helpful is giving them that material from a content perspective that they can use in a sales cycle or even better being able to take information from a sales cycle and rapidly update a training module because things change. It really speaks having an integrated unified platform really starts to speak to the agility that you need to have in any sales or go-to-market organization. 

That includes the whole backend, being able to look at what folks are doing and run analysis, and being able to export that data to get insights or being able to integrate with other parts of an enablement stack to really understand the correlation between items that a rep is looking at training that a rep has done and how many times a phrase may be used on a call. That’s really the value of that integrated stack and that starts with an integrated enablement platform. 

SS: I love that. To take a couple of steps back, before Highspot, what were some challenges that you were experiencing when it came to organizational operations and efficiency? How have you leveraged Highspot to help overcome these challenges?

FK: What’s interesting about Cleo’s Highspot story is that it really takes shape in this idea that we organically grew from OneDrive to SharePoint and we started to branch out to things like Google Drive and it just started to become a mess. When you start to add Slack, there are a hundred different ways that we are sharing information, like email and even text messaging and those types of things. Very quickly it was, hey Frank, you created a piece of content that was great and I think you did it two or three months ago. It was that slide with the three dots and whatever, but can you find that and send that over to this rep? They’re on a deal that they really needed.

Then what would happen would be a massive amount of updating and then a massive amount of changing templates and doing all the rest of that stuff. That’s the world that you grow out of when you’re doing content creation in PowerPoint and then you’re saving it to one drive and then you’re sharing it using SharePoint and then people are finding it and searching it. It’s just not efficient for version control and it’s also not efficient because it really promotes reps to save it to their desktop where I don’t have control of that content. Now, if a logo changes or styles change, then that doesn’t work.

Shawnna, I’ll give you a perfect example. Every year we have our revenue kickoff, which is what most companies do and they bring their sales team together. We did well last year, this is how we’re going to do well this year. You end up with so much good content only to kind of cringe when it’s May and you’re on a Zoom call with a potential customer or potential prospect, and you’re on the phone with that account executive and he pulls up a slide and it has all of your theme collateral from your sales kickoff. The sales theme kickoff was Indiana Jones, so you’re sitting here saying, oh my goodness, why is this in the Indiana Jones template and we’re talking to a trucking company? It’s that simple, but those moments absolutely count.

We lived in that world, and the best way for us to convince the business to make this type of investment is to say, aren’t you sick and tired of everyone asking you for slides, or everybody asking you, hey, can you update this? Or everyone asking you, hey, do you remember this white paper that was written and where can I find it? It was very easy to make an initial investment in Highspot. Once you’ve got everybody onto the platform and utilizing the platform well, it becomes very easy as a company grows to start to think about certification and assessments. It’s not, let me go find this other platform and maybe it’ll integrate, it’s exactly what I was saying, where you can reuse. That’s where it starts to just grow and it starts to become part of the culture. 

That’s the Cleo Highspot story and that’s where we were before. Of course, we are conducting all of our training, whether it’s new products or new sales techniques or we’re going to be doing a bunch of new hire stuff. That’s really how you grow in your maturity with this type of platform.

SS: I definitely want to drill in and learn a little bit more about how you guys start to leverage training and coaching, but you did mention a really critical factor, which was the usage that you’ve been able to drive of Highspot within your organization. Over the last year, I think you’ve driven nearly 82% of recurring usage within Highspot. What are your best practices for driving the adoption of the platform throughout your organization?

FK: Interestingly enough, if I had to tell a new Highspot user, I would tell them to download the Slack plugin. The reason is, if you talk to enablement professionals that have any type of internal communications mechanism, like Slack or Teams or whatever the case is, that’s where all your requests are coming from. So two things. I jumped into Slack which is connected to Highspot and someone asked me for something. I can easily find it and I find it via Slack and then I just press a button and send it to them. Salespeople are hardwired, so sometimes it takes a lot to re-hardwire them. What I’ve found is after three or four times of doing that, they just say, you know, he’s not answering me as fast as I need him to answer. Let me just go and do a search through this thing. 

Again, as a sales enablement professional, what I would say is you only have to work until they win their first deal using this platform and using content from this platform, because once they win that deal, then it becomes part of their process and their superstition. I couldn’t take Highspot away right now. They would be like oh my god, you know what you’re doing in my process, Frank, what are you doing? That’s what they would do. That’s the trick is to get them to believe that it’s critical to their success and successes, getting that ACV, getting that deal, successes, going to the winner’s circle, going to club successes, their face on slides at the end of a quarter or when you’re doing a quarter wrap up. 

Every salesperson wants those things. It’s the accelerators on their salary. It’s really just nailing and multiplying their quota. You do that, you not only get that one sales guy, you get the three other sales guys that say oh yeah, we need to do what he’s doing. That’s how we got to that heavy amount of compliance. I think we’re actually driving even higher right now. 

SS: Amazing benefits for the sales reps that are using the platform. What would you say has been the effect on the sales cycle since adopting Highspot?

FK: What’s interesting is we are a company that primarily works in the supply chain, and you can go to a Walmart or Target, or Dollar General, you can see the impact of pricing on the food that you buy or the things that you buy. Our business shifts, and sometimes people are buying quickly, and sometimes deal cycles spread out. What I can say is that in a business or with a metric like days to close or days to close won or your sales cycle, that metric is so inclusive of so many different influences. Having one stable piece of data that says this content has gone out this way, we are tracking this many pitches, we are tracking this much consumption. Having that stable data allows you to work on other things like do I need to change this part of the pitch? Do I need to do that? 

One of the things that we’ve seen is, and I think this is important, Shawnna, it’s not about how long your sales cycle is or how short your sales cycle is, it’s about if I look across my team, is that consistent across my team? If it’s consistent across my team, I know that I have folks that are pretty much in lockstep, even though they’re doing some individual things, I have people that are lockstep, but that also means that if I can shave something down by five days, it’s going to impact the entire team. It really takes that unknown out of that equation, depending on how big the overall annual contract value is or life booking is or however you look at your sales. Depending on the complexity, you may have some cycles that are 100 days, you may have some cycles that are 300 days, and you may have some cycles that are 40. Being able to predict it is a key part of the business. 

That’s what we’ve been able to achieve with Highspot. One of those things where I know that if I look at a sales cycle of 70 days, I’m going to be somewhere really close to that. That really just tells me I can impact change via Highspot, or I can impact change via some other type of coaching feedback, but I can do it consistently. I think that that’s a better way of thinking about the impact of highspot on the overall pipeline or overall sales close to closed won.

SS: I love the way that you guys think about that. Now, there’s been a couple of other areas of success within the platform that you have seen. You’ve seen an increase in responses from prospects through the pitching capabilities. How do you use Highspot to improve buyer engagement? 

FK: Highspot was a game changer in this case for us because like any company, when you send out a proposal with your pricing and everything else like that, as a salesperson, you want feedback. What did you think, and is it too high? Or is it what you expected? Or should we go forward, or is this a deal-stopper? The first part starts with, did you get my email? If you can calm a sales organization down at that point, you can keep them from being in their own way.

I now require all of our pricing, implementation, and statements of work and those types of things be sent out via Highspot as a pitch because the account executive will get the feedback that they need, that validation, okay, they got it, they read it. Now, they can go sit back and just watch the metrics from the engagement tab in Highspot. They can just watch the interaction, and the cool part about just being able to watch that interaction, almost in real-time, is that it keeps them from being a nuisance. It keeps them from calling, what do you think? It gives people room to become more objective and to make better decisions. It stopped our salespeople from being pests at the end of the sales cycle and ruining a sales cycle, so absolutely recommended best practice. 

Of course, again, when you see that you don’t have to reach out to someone every hour of every day or every day. When you see that they’re still interacting with the content and know that that’s being logged somewhere in Salesforce and being correlated, it allows your sales team to have time to work on another opportunity. You and I both know all the opportunities seem to come in the last month of the quarter, so there’s always plenty to do. It’s a time saver, it’s an anxiety saver. You no longer wonder if they are ghosting you or know if you are alive. It’s classic, she’s reading my text. Okay, so at least she’s reading them. I’m not blocked. It’s that type of comfort that just helps a salesperson get through the day and get to the day in an objective, clear, rational manner.

SS: I’m glad that it gives your reps that level of visibility into how buyers are engaging with them. Now, you talked about this a little bit earlier and I hope we have enough time for at least two more questions because I definitely want to ask you guys about Highspot’s Training and Coaching. Now you’ve started to use these capabilities to help improve the efficiency for sellers on how they consume training and how teams also create training. What are some of the ways you’ve leveraged Highspot to deliver efficient training? 

FK: The efficiency on how I look at efficiency is how fast can I get a new rep up and running and contributing to the overall goal of the organization. Again, that’s what I’m here to do. I like to look at it as how fast can I help them make money, and that’s the way that I explain it. When a new rep comes in and does all the onboarding and you give them access to the platform, and you want them to go through some modules, and you do some stuff face to face, and you do some stuff over Zoom, but, they’re going through modules and assessments and they can go back to it, you bring people up to speed faster. 

Even more importantly than getting people up to speed with processes and all of that minutiae, the science of it all, you really start to bring them into your culture. Highspot, for us, not only enforces the science of how we do things and how we love to do things at a higher level than other sales organizations, it enforces our culture and our culture of we want our sales guys to make money and make their lives better and make their families lives better. We will give you tools and techniques to be able to do that. So Highspot, besides the training and the coaching modules, is a place where they can learn the science of it. Especially newer reps or more junior reps that are coming through the ranks, when they see it and they understand the investment and the reference that it will become a part of their lives, it becomes a cultural thing. It becomes, wow, this is what Cleo is willing to do for me, and it’s that little difference is what our customers and our prospects end up seeing because it’s a sales guy that wants it more, it’s a sales guy that believes that it’s not just technology. It’s a partnership that you’re buying into. 

That partnership is composed of people. Every salesperson and every employee that works for Cleo has entrusted Cleo with their well-being and their family’s well-being. Highspot training specifically is just another validation of an investment and a commitment that we make to our employees and our customers by extension. It really is a much bigger deal than just using it for testing to get people up to speed fast. It really is a reflection and a helper in buying into a culture. 

SS: Fantastic. Frank, last question for you. To close, what is your advice on how to maximize the ROI of enablement through tech stack optimization?

FK: I would say, interestingly, out of the box is really helpful for you to get buy-in from your organization. I didn’t have to do anything to get buy-in from my organization, other than what my Highspot rep and my Highspot solutions architect recommended. That helped me get the buy-in from the organization, but really starting to get that return on investment was really when I started going in and making my own reports. I started going in and pulling out data about how things are being used and which things aren’t being used to be able to go back to a marketing team to say, hey, the reason why this particular webinar wasn’t well attended is that we didn’t do enough internal promotion to get people to come. Then, I can turn around and do that and find so much more engagement from a sales organization. Well, that gives you an ROI on all of your webinars or your in-person conferences and all of those types of things. 

Being able to really keep salespeople from hurting themselves and asking questions that we probably should have answers to using the engagement and the pitching function is an absolute plus. Don’t look at your ROI by saying how much money Highspot saved me. Look at it from the perspective of how much money did I make or did I save in this particular marketing activity or this particular product launch activity or this particular COGS realignment? How much money did I save I was able to rally my entire sales organization, lickety split in a matter of hours, and get everybody talking about the same thing. 

Recently, I just went into our pitch templates, which is the template that our users send out information. I went in and I just put a link to an upcoming webinar, and because our users are pitching so much, that link is going out in a way that it just would not have been seen by our marketing. It’s being seen by the people who need to see it, and when you start to look at the benefits, the ROI, and all the other metrics, that’s where you can measure and you see the best improvement. My recommendation would be, don’t just look at the platform. Look at all of the benefits that the peripheral functions in an organization benefit. That’s where you’re going to start to see your best ROI. 

SS: I love that. Frank, thank you so much for joining us today. 

FK: My pleasure. Thank you for having me.

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Michal Sever, the senior director of product marketing & product education at Nayax. Thanks for joining Michal! I’d love for you to tell us about yourself, your background, and your role. 

Michal Sever: Hi. It’s amazing to be here. Thank you for having me. I’m actually working in this amazing high-tech industry for more than 17 years, practicing innovation at amazing companies. I used to work at Amdocs, Microsoft, Gentrack, and now at Nayax. Nayax is actually a FinTech company, we are specializing in payments addressing retails from all sizes, segments, and regions. We are present in more than 80 countries. 

Now, post covid and with self-service on the rise, we are positioned in an amazing place to serve our customers best as we place cashless payment at the center of our gravity, enabling our customers, the merchants, the retailers, the operators to focus on their business, while without hardwired software, they can forget about the hardships of chip payments and just make sure that with our solutions they can increase the revenues and reduce their operational expenses. 

At Nayax, I’m leading the product marketing and education team. I have an amazing team and we are at the core of business here. We’re actually the missing link between marketing, market, sales, and product, and we are keeping everything aligned, tackling challenges as they come along, since challenges are inevitable. What drives us, Nayax and I, and my team are learning. We are learning all the time. We have a learning ecosystem and dealing with challenging situations, we find that learning is one of the easiest ways to bridge these gaps. This is what drives me, and my team, and each day it’s a new day here at Nayax we’re learning a lot. That’s me, my role, the company I work at. 

SS: Fantastic. Well, one of the things that I love about your background is you have a lot of experience in brand advocacy and storytelling. How does that background help influence your approach to product marketing and product education?

MS: I’m very a strong believer in storytelling. I believe that behind every narrative there are a gazillion stories, but it really depends on the person that you are telling the story to. Eventually, the basis of storytelling is understanding the narrative, and behind these narratives are emotions. Our ability as product marketers and product education leaders is to tell the narrative of our customers or let’s say our prospects or everyone that we want to deliver a story to understand their pains, the challenges of each person that is standing in front of us. This is our superpower. The storytelling, understanding the narrative, understanding the pain behind each act. Once we build the story around these narratives and pains, I think it’s a great capability for each product, marketeer, and product education leader.

SS: What does good product education look like to you? Maybe said another way, what are your best practices for creating effective product education programs? 

MS: I think this completely relates to the storytelling aspect and the emotional narrative, again, and I’ll explain. What we do at Nayaz, we are constantly trying to learn about our customer’s journey. The journey doesn’t have to be confronting only us. The journey can start anywhere and at any time. Our customers have their journey that they’re dealing with their businesses with their operations and sometimes even with us. They have a very comprehensive day in their lives each day and in order for us to create the best practices and effective product education programs, we need to really know our customers and to understand their journeys, let’s say across the board. 

As I said at the beginning, it’s a learning ecosystem. Each day we learn something new about our customers and about their journey. Once we realize how our customers are looking and what their journey is, only then when we know them, we can set our program into action. This is what we are constantly doing and we call this entire framework the engagement cycle. This is our best practice. We are making sure that we are engaging with our customers in every phase of this journey and in every phase, and it doesn’t matter if it is at the beginning of the cycle before he becomes our customer, and he is still in the marketing or pre-sale phase, or if he’s moving on to the order to activation process after he said, I do, and he decided, let’s say, to get married to us, or if it’s afterward when he wants to upscale or to get more knowledgeable and maybe even to upsell or, or to cross-sell. 

In every phase of this engagement circle, we need to understand his problem, his pains, and his emotions in order to address him with the right messaging, the right story, and the right content, which is very segmented. From pre-sale through activation to growth, we always need to make sure that our customers are happy. I think this is like the baseline or the root of best practice in our domain from the bottom up and top down. Keeping a marketing umbrella also gives us air coverage to remain top of mind of our customers and prospects, and eventually maintaining transparency and knowledge, all the time, knowledge about our customers and maintaining the knowledge within the customer’s space is about us. It’s like a road from us to them and from them to us in order to maintain transparency, knowledge, and understanding of each other. I think this is the basis of effective product education programs. 

SS: I love that. I think that’s fantastic. Help me tie that back to what we were talking about in the introduction around sales productivity. How can effective product marketing and education drive sales productivity? 

MS: The basis of sales productivity that is being affected by our activities, the PMMs activities, first, it really depends on the good relationship between the sales and the marketing teams. Sales and marketing have to go together, especially to make the PMM work. It has to go hand in hand. We need to dance well together in order to be effective and productive. One of the main focus areas for marketing and product marketing and specifically is to create successful and segmented sales enablement kits. By enabling sales in the right manner and with the right content, sales can be more productive, save time, and successfully drive closed-won opportunities. I’m going back to storytelling and emotion and connections. Product marketing managers are in charge of creating the sales kits that will be driven by emotions and driven by relevance in terms of the segment vertical and even the specific timeframe within the touching point.

In order to build a productive sales kit that will affect productivity within sales, all the collaterals, the presentation, the product guides, and other materials have to equip sales in a segmented way. They need to be effectively communicated to the sales from within the PMM team. These materials eventually can empower the sales representatives to deliver constant and persuasive messages during their interactions with the prospects. 

I’ll give two examples. The first example in these, let’s say collaterals, that needs to be built is first is creating a relevant value proposition. One of the main focuses within the sales enablement kit is to communicate a unique value proposition and benefits of the specific product that the sales will want to take to its prospects. The sales teams need to articulate the value position to potential customers because when a customer understands how a product can solve their problem or fulfill their needs, they’re more likely to make a purchase, which means that the sales process or the cycle will be more productive.

Another example is, of course, the messaging. Product marketing can ensure that the sales team has targeted and compelling messages that will resonate with specific customer segments because each message relates to another customer. There aren’t two customers or two personas within customers that will agree to the same approach or the same tone of voice. The message can be created in many ways. Tailored messages can enable the sales representative, again, to connect with the customers in a more deep emotional manner or level in order to drive more productivity to their activities. Of course, there is the outbound perspective as well, which means that effective product marketing can help build a strong product or a brand reputation, establishing the top of mind and trust and credibility within the customer’s domains and of course everything that has to do with lead generation throughout the entire customer journey. 

I think to sum it up eventually if product marketing and the sales community are working well together and dancing well together, as I said before, there are four main aspects that can be determined as productive and also can be measured because it’s really important to measure success all the time. First, I think by working together, we can give time back to sales that they can either use to approach more prospects or they can just sip a coffee at the beach, whatever they want to do more. No, I’m just joking. Second, everything has to do with a better customer experience. If a customer is happy and satisfied and we are approaching him with relevant messaging and the relevant tone of voice, he might purchase more. He might cross-purchase, et cetera. Third, pipeline creation. If we are delivering the right messaging and the right value proposition in the right channels, we might enlarge the pipeline. Last, we bring a higher, faster win rate, messaging, value proposition, and accurate sales kits. I think all of them, while working with sales, can definitely drive higher productivity for both departments. 

SS: Now, prior to implementing Highspot, what challenges were your reps facing as it relates to sales productivity, and how have you been able to solve those challenges since implementing Highspot?

MS: Nayax has massively grown in the last couple of years. We also experienced a very successful IPO and our sales community grew a lot. We became bigger than we used to be, and it became a little bit hard to manage from afar. Our headquarters is in Israel, and it was really difficult to maintain a single tone of voice for everyone. That was a really huge challenge in order to maintain consistent selling. Now that we serve more than 80 countries, just think about the consequences of sales kit creation and the need to create so many different messaging for different personas in different verticals, segments, and countries and, of course, languages, but still keep one unique value proposition and similar brand reputation.

It became messy and the need to bridge between what headquarters wanted to say about the brand and its product and how it was translated to the field became challenging. We had to find some kind of a solution, not only for maintaining one tone of voice but also to have like a single source of truth in which all the content resides, like a content repository that is all the time updated and true to what we are selling. What happened is we saw a lot of people from the sales community just using content from many years ago and not accurate content. We are working in a very rapid environment, everything here is microservices, the ICD and we are all the time continuing to invest and develop, and promote. 

We saw that people are not utilizing the most accurate and relevant and latest content, and therefore not maintaining even the transparency and the knowledge that is required for customers. It was a big problem, so we were actually searching for a platform that will solve all of these situations, a platform that will maintain a single source of truth for everybody that will communicate in one voice and eventually, most importantly, solve the content chaos that we had. I know that you guys call it content chaos at a Highspot, so we search for it, and then we find a Highspot. I think the rest is history because the problem was solved almost completely. 

One last thing we also wanted to search for a platform that is completely data-driven. It was really important for us now that we have such a large sales community, to make sure that all the sales are working in the right direction. It’s not a matter of trust, it’s a matter of aligning and having productive sales cycles. We search for a system that first will be completely connected to our CRM system, which is of course Salesforce, and that we’ll be able to connect between the marketing collaterals or the product marketing collaterals to the opportunities or leads themselves. We also wanted to save time for our representative. We didn’t want them to search for the right content while they’re in a sale opportunity while they’re on a call, we wanted them to save time and to find the collaterals they need swiftly and without having the headache of messing around. 

SS: Well, I’m glad that Highspot could help. I’d also love to understand, we’ve been on this topic of sales productivity, what is an example of an initiative or program that you’ve implemented to drive sales productivity, and how have you leveraged Highspot to support this?

MS: By the way we call Highspot “Nayax Win”, we changed the name in order to fit our community because we call our sales community winners, so we called Highspot ‘Nayax Win’. Which everybody loves. If I’m confusing and saying win instead of Highspot, excuse me, but it’s burned to my head already. 

Relating to your question, we love the fact that Highspot is embedded into Salesforce you click on one button and then it opens up and all SDRs and the sales community can see the marketing collaterals that are relevant to a specific opportunity. The fact that it’s just in front of them with the collateral that they need to use within a specific call or within a specific opportunity is really helpful, but it’s not enough. One of the main features that we love about Highspot is the ability to pitch from within the system. We have created many pitching templates according to specific customers, specific verticals and segments, and of course, relating to specific products. The fact that you can be in Salesforce, working on a specific lead, for example, for our product, and then seeing just in front of you the relevant FAQs, frequently asked questions, or objection handling, and then the relevant one page that can close the deal.

Once you finish the conversation with the lead, you tell him I will send an email with all the relevant material, and you just click the pitch button, and then it opens up a screen where you can either record yourself, or you can just send the collateral through to your customers. That’s amazing. Eventually, the customer receives a very nice landing page in which they can see the collaterals, and the summary of the conversation, and I think for both ways, for sales representatives and also the customers, it creates a feeling as if they’re all working on the same page. 

For us, the ability to connect the CRM to our Highspot or Nayaz win to ease the journey for our customers on one hand and the work of our SDRs was amazing. We see that it really drives sales productivity from the timesaving perspective, but it’s not enough. What we are reaching to see, and I suppose we can talk about it afterward in more detail, but we want to see the correlation between Highspot usage and the closed won. I’m sure that there is a high correlation between using the right messaging and the right collaterals and right messaging and it eventually leads to fewer touching points.

For us, let’s say, a successful program or to show complete productivity will be the ability to show higher numbers in the closed wons that our collaterals that are pushed into Nayax Win, or Highspot, as opposed to those who didn’t. We can see it all because Highspot is completely data-driven, so we can see the names of the reps who used it and who didn’t. Therefore we can definitely see who is driving productivity utilizing Win, and we see the difference, which is amazing. We are only three months into the process and we already see the difference between a closed won of reps that are using Highspot and those who are not.

SS: I love that. That is fantastic. Now, you also recently hosted your company sales kickoff event a few months ago. You mentioned that your team exceeded your KPIs for engagement from the sales team. I’d love to learn a little bit more about that. I know some of us are heading into kickoff season halfway through the year, what were some of your best practices for delivering an engaging event that really motivated your sellers?

MS: We had an amazing SKO. Actually, at Nayax we do not call it SKO, we call it Connect because our selling model is indirect and direct. It means that we are selling a lot through distributors and partners, so we call it connect because we connect all the groups together. We had a very successful SKO in January after three years that we haven’t met each other face to face. It was really emotional and happy. It was really amazing to meet again after so many years, but when we brought everybody together, we had a lot of content to deliver.

I think the two most engaging sessions, one of them, by the way, was driven by a Highspot, but one of the two most engaging sessions that we had was inspiring. The first one was an expo. We created an exposition of everything that we sell. As I said about Nayax, we are focusing on payment as our center of gravity, but the payment is actually part of a complete solution that is based on hardware and software. What we have first is our integrated point of sale with software that is embedded within the point of sale. Then we have the management suite behind it that can manage all the operations with our services, and of course, all our loyalty and engagement programs for increased revenue and recurring customers.

What we’ve done at SKO, is we brought a lot of our devices that are connected to the retail devices themselves, the unattended machines, the retail machines, and we asked our sales to play with them and to see how it works as if they were consumers, the operators themselves that are having the consumers use their machines. I think they learned a lot about new features and new functions, how to use them, which problems occur, and if they occur, and we had the product managers decide on each solution and product explaining to the sales community once they’re practicing and utilizing the machines as if they are our operators or the consumers of the operators so they can touch it themselves and feel it themselves. It was a true engagement and they loved it. 

The second one was actually a role play in which we chose real-life examples of situations in which our sales representative needed to sell something to operators and explain the valuable position and the benefits behind our solutions. We created 10 different situations, which were very complicated, and we had a panel of judges, which was our two CEOs, and our entire c-suite. We asked the sales representative to show how they are planning to manage the sale. How many touching points, which content do they want to deliver in each touching point, and how are they planning to manage it? In the sales plays themselves, what we tested was not what they sell or how they sell the specific product, but also how they are selling in terms of sales soft skills, which was a combination of training and coaching.

I think the combination of coaching on top of the training on the solutions themselves was very engaging and successful because they learned a lot with regard to not only the capabilities of the products but also their capabilities as salespeople and sales representatives on how to leverage their soft skills to better places. These two sessions were incredibly successful, but the entire SKO was amazing and it was so much fun. I can’t wait for the next one. Seriously. 

SS: I love that. Now you also have a 92% active learner rate in your training and coaching programs in Highspot. How have you leveraged Highspot’s training and coaching capabilities to really develop engaging product education per programs, and how has this motivated productivity?

MS: I must say it wasn’t easy and I feel as if we only started, but the entire team was really engaged. It’s the sales team and the product team, the product marketing team, and the marketing team. We had a hackathon to build all the materials and we really built it all in order to make sure that we are not neglecting any segment, any vertical, any line of business, any geographies. It’s still a work in progress. I mean, it’s not finalized at all, and we still have a long way to go, but there are a few things that we did that were really important in order to achieve such a high score in a lower period of time. 

I think the first one is to have a sales enablement champion that will drive the entire development and engagement and will be like the missing link between sales and product marketing, sales, and headquarters. I think this is definitely something that raised the bow for us. Once we had our sales enablement champ listening to sales pitches and A/B testing scripts and reviewing everything that we’ve done, it really leveraged our training and coaching capabilities. This person from my team really bridged the gap, and once she spoke with the sales teams, she came back to us, to the marketing team on what to fix and what to do better, and this is how we better ourselves. I think it was really important. 

In order to motivate usage and engagement, everybody used the programs and system we needed to package it alongside sales enablement sessions. We have a team that we are managing as if it was a WhatsApp team within Microsoft Teams. We are constantly sharing information with it. I think eventually, we are only at the beginning, we still have a long way to go in order for me to feel that we are completely bringing in the productivity from the system, but we are in the beginning, we are already saving time for reps. Let’s say the end game will be to show the complete correlation between closed won and the usage of the collaterals, and then we can definitely speak about complete productivity. We still have a long way to go, despite the high score that you gave us.

SS: Yeah. I love to hear that though. Well, last question for you. What are some key business results that you have been able to achieve since implementing Highspot, especially as it relates to sales productivity? 

MS: Each month we see an increase in the usage of salespeople within the system, and we see a correlation between the usage and the revenue from closed won. The first month that we started utilizing the system, which was March, we were standing on zero engagement. Now, in the sales community, we have about 100 users. We already have 35% of engagement. From this 35% of engagement of active users that are actively using pitches and our sales plays and are visiting the various spots on a daily basis, we see an increase. I don’t want to state a number because it’s constantly changing, but we have an increase in there, let’s say closed-won capabilities.

I will be happy to share the numbers, but only in a few weeks because we are still sharpening our analytics there. As I said before, it’s already beginning and we did establish a single source of truth, which is 100% success. We do not see people using any materials from their desktops anymore, which means that this KPI was 100% achieved. In terms of a single source of truth achieved in terms of one tone of voice. This was also, in my opinion, let’s say 90% or 95% achieved. 

We see that everybody is using the messaging that we want them to use. We see a clear path in the change and how people are speaking about Nayax in the same messaging, as I said at the beginning, the story that we wanted them to speak about and to tell, we see it and we hear it across the globe from the United States, from Europe, Australia, New Zealand, China, Japan, everybody is utilizing the same tone of voice, which is amazing.

We still have a long way to go. There is a saying, by the way, which I love. I suddenly remembered from Robin Shama that he said that change is hard at first, messy in the middle, and gorgeous at the end. I think eventually the adoption of Nayax win or Highspot, it’s all about behavioral change for the salespeople, and from that perspective, from that KPI of a behavioral change, I think we have at least 85% completion because we see the usage and we see people are adopting it.

It’s hard to adopt a different way to utilize content and to consume content, and a different way to pitch after 15 or 17 years that you have been pitching in the same way suddenly to have somebody come in and say, no, do this, do that. It’s hard, but we are on the way and we want to influence the increase in closed won with the system. I believe we will get there. I think the end game for us will be to see a complete correlation between Highspot usage and closed won. In order to do that, we’ll keep pushing and it’s not easy, but eventually, it’ll be gorgeous, so we have patience. 

SS: I love that. Thank you so much for sharing your story with us today. I appreciate the time. 

MS: For sure. It was lovely being here and thank you for having me. 

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot. 

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. In the quest to drive sales productivity for your business, you’ve likely asked yourself: What does good look like? This month on the podcast, we’re helping you answer this question by exploring best practices on how you can deliver strategic enablement with Highspot. Here to discuss this topic is Peter Zink, the senior director of revenue enablement at Sprout Social. Thanks for joining Peter! I’d love for you to tell us about yourself, your background, and your role. 

Peter Zink: Hi Shawnna. It’s great to be here and tell a little bit about our story around Sprout Social. As you mentioned, I head up revenue enablement here at Sprout Social. I’ve been doing it for almost three years over here. I think like many people, I got into enablement probably a little bit by accident. I started off as a sales rep following a career as an intelligence officer in the army and I just had a really big passion for wanting to help others.

I was in a sales role and I started at a small insurance company where we had done a couple of acquisitions and they needed to build an onboarding program. That was my foray into enablement and that was almost nine years ago. I did that for a little while, and then I decided that I wanted to help other companies with that, and I joined a company called Sirius Decisions where I was a consultant helping other organizations with their sales enablement programs.

Sirius was acquired by Forrester and at that point I decided to move back into the practitioner space I have found myself here at Sprout Social and we’re having a really fun time over here and enjoying what we’re doing.

SS: I love that, and thank you so much for joining us. As you mentioned, in your background, you’ve helped hundreds of companies from Fortune 100s to high-growth startups, and you’ve helped them design and deploy sales enablement programs. I’d love to get your perspective on what does a good sales enablement strategy look like? 

PZ: First of all, it was just a really great experience to be able to do that. I got to see over a period of time how enablement evolved and how a lot of different companies were sort of shaping this space. What really struck me was that there are just universal challenges out there that no matter what your scale, a lot of enablement organizations struggle with. When we think about driving change management within our own organization, distilling priorities, and scaling enablement effectively, that’s something that I saw everything from a startup to a Fortune 10 organization that we would work with. 

When I think about what shapes a great enablement strategy, I think the most important thing is that you really need to come in and define and scope the role properly with your go-to-market leadership. I find that many people throw around the term enablement and it means a lot of different things to different people, so I think the most critical thing with your strategy is to come in and define both the scope of your department in terms of what you will do and what you cannot do. I’ve always tried to align resources around some large strategic priority in the business. I think it’s really critical for enablement to always be seen as your strategy is activating over whatever is most critical for the business. 

For example, in terms of scope, when I first came in, enablement was really focused on training exclusively. We had our new hire, we had regular ongoing training, we had training for our managers, and I just recognized that there were a few opportunities out there. For example, we had a new brand story that we were rolling out at the time called See Social Differently, and there was an ask from the floor to anchor our company around that consistent story in sales calls and they needed slideware and storytelling to kind of accomplish that. 

When I thought about our own strategy, I realized that this was a huge priority for the business and that we had to own the delivery and the co-development of those assets around the brand stories of the sales team. That’s where we got into a whole stand to deliver certification with our organization. We ended up becoming a very collaborative partner around the development of those sales collateral assets, and it was critical for us to align with a big initiative like that. At the same time, we also defined what we didn’t do when we came in. In our particular case, I’ve seen it before, where enablement-owned sales tools, for example, are covered in our revenue operations function today. We established some clear lines too in terms of where it was most meaningful for enablement to be effective. 

In the end, I think a good strategy really comes from defining and scoping what to do, what you do, and what you don’t, aligning whatever your support is on the most important priorities of the business, and don’t be afraid to leverage those opportunities to partner on the most critical initiatives that are gonna impact your revenue team to get there. 

SS: I couldn’t agree more. Recently the enablement team at Sprout Social received the sales program of the year award from Forrester, which again, incredible achievement Peter, to you and your entire team. Can you tell us about how the enablement strategy at Sprout Social was formed and what makes it so effective? 

PZ: Yeah, absolutely. In this particular case, the sales program in the year kind of drilled down on a specific aspect of our team big shout out to Morgan Momcilovich, who runs this team, but she was really the program of the year winner that set up what we call our field coach program here at Sprout Social. That program, I’ll get into here in a little bit more, I think in a bit, but I’ll just say that that was an evolution of our overall enablement strategy. 

When I talked about strategy a minute ago, I would say here that the field coach program is something that is a good example of a program that emerged based on aligning to those most important priorities. We had our broad-based enablement around our product and our campaigns. We had that down really down pat, and we recognized that we needed a role that was closer to the field that serves as that sort of last line of enablement with reps and managers in their organization. We’ve had a lot of success with this program because we’ve hired a lot of people with sales and success experience to then step into this role where they are very much in the day-to-day support of our sellers and our success roles here at Sprout.

I think that’s been again, just identifying a way that we can sort of scale our programs and bring it down to the field and make it relevant is what’s made it so successful and why we were recognized through the program of the year as well. Another cool fact actually, is that the program has been valued so much that we actually even had some quota-bearing headcount transferred to us in order to be able to expand that program effectively.

SS: That is very cool. I want to ask a little bit more about the program that you guys were recognized for with that award. As you mentioned, it is all about the impact of the field coaching program, and you also have a core enablement team. Can you share how you created a unified approach to enablement spanning across these programs?

PZ: Absolutely. A little context today, our centralized enablement team consists of eight people, including myself. The way we structured it basically is, I look at it in two ways. Think of our organization as sort of two structures. I’ve got something called a center of excellence model, so that’s what you just mentioned, Shawnna, about delivering broad-based enablement to the entire organization at once. Think of that as our core plays, such as our new hire program, the rollout of a deck that’s associated with a particular campaign or skill broad-based e-learning that anyone can take, even communications to the field so we try to consolidate what’s hitting the entire sales and success organization at once in a thoughtful way. 

That’s very much like our center of excellence model, and that’s really when I talk about the unified approach to enablement and spanning things across, you’ve gotta start with that. You’ve gotta have that model in place that is applied to the broad audience and the entire company to kind of try to build your base of support.

Then the second leg of that stool, so to speak, is what is that go-to-market enablement team, what we’re just talking about with those field coaches. With the go-to-market enablement team, it’s all about aligning key leaders in our go-to-market organization to some tactical enablement support. The responsibility of these roles is to take a lot of the great work the Center of Excellence group does and make it something that they practice and coach on, on a small team basis, really bringing it to life as it’s relevant to each role.

You think about that brand story earlier. That feels different if you’re having a new business conversation versus a check-in for an executive business review with an existing client. There’s a lot that they can do to really bring the material to life and they’re also working on a lot of the fundamental skills that those roles need to be successful. We keep a real, even division and clear responsibilities between these two teams. They even align to different parts of the business a little bit more closely. If you think about the COE, that’s somebody who’s a lot closer to our product org, our marketing organization, and the field coaches and the go-to-market enablement side, they’re really attuned to what’s going on across the sales and success leadership within our org.

SS: I love that you guys have that unified approach. Now, to shift gears just a little bit, I’d love to understand what things look like before, and Peter, I know one of your strengths is around really taking a strategic approach to enablement, and I know that you like to examine the business issues and really kind of come up with an actionable enablement plan to address those issues. With that in mind, what were some of the challenges facing your business prior to Highspot, and how have you overcome them since implementing the platform? 

PZ: Absolutely. Just a step back, like when you talk about strategy and what I sort of assess when I come into an organization, and probably things that you’ve heard before, Shawnna, but I assess what is our talent development strategy. That’s a lot of the training that we’ve just talked about. Another aspect that I look at is our assets, so the collateral, the content, not even just the customer-facing content, but the tools or the job aids that our sales and success people can use in their roles. That’s another big area of assessment.

I bring all that up because it kind of talks about the pre-Highspot era. When I came in the training was really quite solid and we had a lot of great stuff to build on there. The asset side was an opportunity for us to get a lot more involved. From what I saw, there were a lot of inconsistent materials that were being shared with the sales organization. We had multiple instances or places where people were going to get what they needed, and usually, that consisted of a shared drive that a particular manager or leader might have been able to consolidate over time. 

As I mentioned with the center of excellence earlier, we really stood up a good partnership with marketing on just getting a handle on what decks and sales collateral should be associated with what was rolling out. That was a problem right away that I felt that we could get our hands around and do, and do a better job on. We had a couple of platforms where the content was residing, even though at the time we did have a sales content management tool that was in place. 

What I noticed with the tool was that no one was clearly owning it at the time, so we saw it as an enablement tool that we should own, so we took ownership of it, we cleaned up the environment, we streamlined a lot of things within that tool itself, but it was something that had been around for a while. It was something where reps were familiar with existing ways of doing things, and I saw that we had an opportunity to potentially pick a platform where it was frankly a better experience for our reps where we could get better analytics and insights and where we could just have the opportunity to really reset our entire content environment as a company as well, and rethink it. That’s not always easy to do when you have these existing tools in place, so that was the start and kind of where we were with Highspot, so just a few challenges there.

SS: Just a few, but you guys have been making some amazing strides. Tell us a little bit more. It sounds like you guys made a switch from a previous enablement platform. Why did you decide to go with Highspot? I know at a high level you identified a few areas, but I’d love to hear it in your own words.

PZ: It’s interesting. I identified a few high-level issues right off the bat, like when I said, gosh, I would love to find a platform that’s got better analytics, for example, around content. Could we get to a world where, besides knowing what is the most used content, I can actually start to associate content with opportunities and revenue? Highspot appeared to give us a path to get there as an organization with some of the Salesforce integrations and other work that we’re doing, so that was very appealing to me. 

I’ve known Highspot for a while, obviously, from being at Serious Decisions and Forrester, and there’s a tagline that the marketing team has at Highspot or did at one point, and that was Reps Love Highspot. I had this as part of our evaluation, but it’s something that’s become very clear as we picked up the tool, the user experience, and the ease with that reps are able to find content and even just quickly get what they need is critical and isn’t something you really know for sure until you actually load your own instance and put your content in there and see how the environment is working with the team. 

I think what’s interesting with Highspot is, I don’t know if you know this, Shawnna, on how we launched it, but we launched it at the start of the year and the way we did it was we had our revenue kickoff, which was virtual this year. You had to use Highspot to go to kickoff. I mean, you couldn’t attend sessions, you couldn’t go to breakouts, and you couldn’t even get into the Zoom room unless you clicked around and actually used the content in Highspot. That was literally our onboarding experience for our reps into Highspot, and a big testament to Highspot is, yeah, we had some training and stuff you could take on Highspot, but most of our team has elected not to do that because it’s so intuitive that they’re able to get what they need right off the bat.

That’s just been a big win. From realizing that when things like search work correctly, when the platform is fast and snappy when it’s very intuitive for people to find things, it just naturally leads to good results. We see that in our calls and in our conversational intelligence on just the level of content that people are using, what’s being shared, and the level of engagement. Even people leave reviews on content. There are just a lot of signs that the user experience of the tool has become a key reason why it’s been a big win for us to have a platform like Highspot versus what we had before. 

SS: I love that. On that note on usage, you have at Sprout Social an 85% recurring usage rate, which is again, just a testament in itself to how well you have implemented Highspot within Sprout Social. What role would you say Highspot plays in your enablement strategy? 

PZ: I do think the percentage is a little higher if we took out marketing and a few executives as licenses there, so I know it’s good, but I bet I think it’s even better, to be honest. We are really proud of our rate and people are going back to it all the time. When you talk about Highspot’s role in our enablement strategy, I see it as more than a content management platform. It is true if I try to hit this holy grail of the one place sales can go and success can go to find what they need, it’s Highspot. Whenever we think about launching something, whenever we think about where we want to point people to learn, we think about where people want to find information that’s relevant to their jobs to be successful. Highspot is the tool that we really want to use to drive people there. 

It’s funny, with our last tool, we really just focused on putting buyer-facing slides in there, but we’ve done all of our event management. If we have a big training event management where you need to sign up for a flight or go book a hotel or something like that, we’re using Highspot for that. We’ve developed a whole bunch of stuff around our sales process that I’m sure we can talk about at some point that Highspot helps us push and deliver really relevant content in there. It’s key to everything we do. 

Essentially, when we come up with an enable and play or a launch or anything, the end vehicle that we’re going to use is Highspot to deliver that. That’s because it’s got that superior search experience. It’s easy to use. From what I’ve seen, it’s something that our reps feel like they could go in there and engage with and it’s not a painful experience. 

SS: Let’s avoid pain at all costs. 

PZ: Yeah, no pain at all.

SS: Now, Peter, I love how you really jumped into Highspot and really immersed yourself in a lot of the core features. One of the ones that you have adopted within your organization is Sales Plays. In fact, you guys are in our top quartile there at 99% sales play adoption. You’ve lightly touched on a few examples, but can you tell us more about how you leverage sales plays and also the role that they play?

PZ: I’ll give a little context for the audience, which I think it’s mostly Highspot customers, but just kind of explain why the sales play so critical in the vehicle that we choose to use. For those of you that aren’t familiar with Highspot, the spot is like the container where you put your content. You put a theme around that. There are different themes of these spots and you can put filters. It’s great. You can add whatever filters you need on that particular spot to help drill down and help people find the content that they need. 

That is all great, but the cool thing about the sales plays is the sales plays are these pages that allow you to be very prescriptive with the sales team or any role in what they’re supposed to do. We use a play for a variety of things, but the most obvious is anytime that there’s a rollout of a new product feature or major campaign assets that we want the sales and success of or to leverage in conversations, we develop these plays.

The plays provide guidance around all sorts of things. They provide the ability for us to really give some nice talk tracks and messaging that people can use in conversations, they give us the ability to put and house and surface the content that’s most relevant for that sales motion right on one page. A good example is just today actually, we just launched a campaign where our CMO is talking about the impact that social has on our CMOs. We’re able to, on the backend, pull together all kinds of great assets associated with that campaign that our sales and success team can then go into conversation with. They get some talk tracks and guidance around what they’re supposed to do, but we’ve got things segmented in those plays by role to give a lot of guidance around that as well. They have the materials right there where they can share those with any customers or prospects that they’re engaging with. 

Basically, the play systematizes and makes it very clear what a rep or a CSM is supposed to do in a particular situation. It provides the context behind all of the great content that’s already housed in Highspot if that makes a lot of sense. We use them all the time. It doesn’t have to just be a marketing campaign either. I am very proud of the team and building what I call playbooks. I feel like the word playbook is another one that’s been thrown around for years. We have built some really cool things with sales plays where no matter where you are in the sales process, no matter what you’re doing with a customer, these plays provide a lot of really great guidance and resources on how to exactly do your job.

In fact, we’ve had people change roles at Sprout and use these playbooks to onboard onto their new roles, which is really cool. We have used sales plays to take our sales methodology content and distill it down and provide some really focused guidance on what they’re supposed to be doing with the sales methodology at any one time. It’s been a big hit, and like you said, Shawnna, we’re at a 99% play adoption rate. I don’t know what it would take to get to a hundred, but I’m very happy with that number. 

SS: It is a fantastic number. Now, you talked earlier too about how you guys have taken these plays and created even playbook spots, and I know that your enablement team has partnered and aligned really closely with your marketing team. Can you tell us more about this partnership and the importance of alignment with marketing? 

PZ: Sure, I’ll kind of talk about the marrying of the playbooks and the marketing materials like you just kind of mentioned there. I think this is probably the best way to tackle that question. As I mentioned, we built these playbook spots and what that essentially means for those of you listening is I’m sure your company at some point has produced a card or gone through and mapped your entire sales process, and if not, I’m sure that’s something you want to do. Once you have that mapped and you can put that on a card, that’s not enough information or enough guidance for how people can be successful in their role. 

What we did in Highspot is we built this really cool experience where we mapped out the sales process in Highspot and you can click into this experience and get a lot of great details like example calls, videos from their peers, materials, and collateral that should be used during the particular play. That’s where the marrying of the sales process and marketing come together. 

In the example that I just provided earlier, we’ve released this new campaign about the impact that Social can have on our CMOs and all the great content associated with it. What we have done with that is in addition to having the play about that, we’ve then segmented that content out. We bring that marketing content into our actual sales process to suggest where you can use it. That’s right within Highspot. If we’re in discovery today, even though this campaign launched just yesterday already, somebody’s going to see when they go in there and start looking at discovery and asking themselves, what is it that I should be using with a CMO? The great content that marketing produces is something that’s available to them right within that sales motion. Highspot has allowed us through these playbook spots and to really align our marketing collateral to the sales and success motions that are necessary to be successful. 

SS: Very cool. Now, as you know, Highspot has a really strong partner ecosystem and I had actually heard that one of the ways in which you guys leveraged playbooks was around your rollout this past spring of the Challenger Methodology to your entire sales team. I would love to hear more about how you integrated with Challenger and the impact that that’s had on your sales team.

PZ: It was funny, it was not a driving reason why we selected the Challenger Sales Methodology, but it has been so great to work with the third-party integration that’s associated with Highspot. It’s been a big win for our organization. Basically, our organization decided to invest in the Challenger Methodology, and Shawnna, I think we were able to do it in less than 24 hours. We were able to work with the Highspot team to basically activate a whole set of challenger content that was directly piped into the Highspot environment. When I say that, I mean e-learning, a lot of collateral that’s associated with Challenger training aids, everything that you could think of that you need to activate a challenger, we were able to turn on immediately within Highspot.

We took that, and of course, it’s a lot of content, it always is, but we took the content that came on with Challengers. One thing I’ll say is it is super easy. We literally just flipped in and I don’t have to tell people to go to a different environment. I don’t have to tell people that, hey, log into the Challenger website and follow your path there and we’ll email you this content or put it on a Google Drive. It was right there in Highspot. 

That goes back to the mission of trying to centralize as many resources in one spot with Highspot. We went in there and we were able to use the sales plays we just talked about to tailor that content and deliver some prescriptive guidance to our sales teams on how to best use the Challenger methodology. Obviously, anytime you bring on a new methodology, there’s very much a foundational set of training that you have to do. We used the sales play feature within Highspot to really call out what people needed to do from a foundational standpoint to be successful with Challenger, and a lot of that was e-learning and some reading that they had to do before we did our live training.

We’ve got some manager resources that we’ve been able to house who are playing there as well. The marketplace integration combined with the ability to give some prescriptive guidance on the challenger training through plays has been really critical for helping focus the attention of our team and rolling out this methodology. It’s frankly key for us and it’s something that I’ve really enjoyed working with.

SS: Amazing. Now, what are some of the key business results that your enablement team has been able to achieve since implementing Highspot? 

PZ: I think here in enablement we’ve got to look at a lot of leading indicators. I think before we start to see the business impact and results that kind of comes down. What I can say today for sure, versus what we had before is we are seeing much more consistent behavior from our sales, DEV, and success organization in terms of the content and assets that they’re supposed to be using in customer conversations. It’s very obvious to us that there is a lot of sharing going on, that there’s a lot of viewing what’s going on with the platform, that there is a lot of engagement with what we’re delivering with Highspot, and we have gone upmarket as a company as well over this last year. 

I feel like Highspot has helped us to win a lot of deals that are more upmarket and give people the materials they need to go in and have a higher quality conversation than they had eight to 10 months ago with this tool. It’s been critical in that respect.

The other things are too, I would just say from an adoption standpoint with our methodology and how we get consistent in terms of executing as a business, there’s no doubt that we have delivered a lot of clarity around what we should be doing in our sales process and what we should be doing with our customers through the guidance that we’ve been able to provide through Highspot. That’s been a huge win for just unifying our organization and delivering a consistent motion and helping our organization move up the market more and more as each month goes by. We’re really excited by that and we think that’s going to lead to contributing as well to the growth and the great performance that we’re having here at Sprout. 

SS: Fantastic. Last question, Peter. A lot of organizations are having to do more with less and be really thoughtful about the investments that they make. What would you tell organizations thinking about investing in the Highspot platform?

PZ: To your point, we are investing less today. I think that Highspot is a productivity multiplier, so think about all of the time that is being wasted in your organization right now. If your reps are building content, finding content, maybe even not engaging with the training or the right materials in the first place because it is a lack of intuitive experience at your own organization on how to do that. I think what Highspot has allowed us to do is we have found a platform that we’ve been able to build an experience for our reps that is a lot more pleasant and a good user experience than what they’re traditionally used to. That has led to high adoption, and I think it’s been a big win for our organization for people to be able to stay on message and be consistent and achieve better results in their business.

I consider Highspot’s mission-critical, and it is a tool that is needed if you’re going to scale and grow as a company, even if you want to simplify the existing workflows and content that you have today and make it digestible for your sales, you do it. In my mind, it’s absolutely mission-critical for the organization.

SS: I love that productivity multiplier comment. Love to hear that. Peter, thank you so much for joining us today. 

PZ: Thanks for having me. 

SS: To our audience, thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can go beyond what good looks like with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. In the quest to drive sales productivity for your business, you’ve likely asked yourself: What does good look like? This month on the podcast, we’re helping you answer this question by exploring best practices on how you can deliver strategic enablement with Highspot.

Here to discuss this topic is Evelyn Velasquez, the director of training and sales enablement at Hyster‑Yale Group. Thanks for joining Evelyn! I’d love for you to tell us about yourself, your background, and your role. 

Evelyn Velasquez: Thank you. I’m glad to be here. My role plays a critical role in supporting and enabling sales teams and channel partners to achieve their sales targets and drive business growth through effective training, enablement resources, and optimizing sales processes at Hyster‑Yale Group. 

SS: Wonderful. We’re excited to have you join us, Evelyn. I’d like to just start off by understanding from your perspective, what are some of the ways that sales enablement can impact sales productivity.

EV: I think one of the ways that our team does that effectively is by building out the content, the calculators, and the tools necessary to have an effective conversation with customers. When I first started, a lot of our dealer sales teams were creating their own, and we were able to centralize that function by providing one spot to access these tools. We were removing a lot of that effort and work and really focusing that salesperson on learning about the customer, their business, and their needs and not worrying so much about building content. 

As you know, creating content requires specific skill sets that generally salespeople don’t have all the necessary tools to build the most effective content to give to customers. That’s one of the things that we do with our teams is to help streamline that process so that salespeople can just focus on selling.

SS: I love that that focus on selling is absolutely critical these days. Now, prior to implementing Highspot, what challenges maybe were some of your reps facing as it relates to sales productivity? 

EV: One of the challenges was just finding content. We had this website or this tool, and you would do a search for a specific topic or item, and you would get a thousand results, but you had to go in and click on each item to identify if it was the item that you were looking for. At some point, salespeople stopped going to that tool and reaching for content because it’s just not an effective tool, and this is in the era of Google where you can search for anything and the first three items are usually what you need. 

Well, this site was not providing us with that type of support, so we were doing a lot of great things with content, but not a great job in delivering that to our salespeople effectively. That was one of our major challenges. How do we create an ecosystem where it’s easy to use, similar to Google, and they can find what they need within a few steps? 

SS: I love that you guys are making it so much easier for your reps when it comes to findability. How have you maybe started to solve some of those challenges since implementing Highspot?

EV: One of the things that we did was we worked with all of our content teams and we deployed Highspot and created the sales play. We started utilizing that for product releases, but now, instead of having to go and know what something’s called to find it, the search bar within Highspot is amazing. Even if you didn’t know what exactly you were looking for, it gives you suggestions and other options and related material, which is great. 

You can also just go directly to the sales play for that product, and anything that we’ve created to help you drive those effective conversations is centralized in one area across different teams. That has been very powerful as well because it’s so easy to find all the tools, images, videos, and calculators that you need to be able to position whatever your proposition is for your customer in one spot, so you’re not having to spend hours searching for content. 

SS: I agree. You definitely pick up some efficiencies by removing that from your rep’s day-to-day workflow. I’d love to understand, Evelyn, what is an example of an initiative or a program that you’ve implemented to help drive sales productivity, and how have you leveraged Highspot to support this?

EV: The first step was like finding the content. How do we make that easy, and then the second step is the content good enough? Are we driving the right messaging and the right tools? The last thing that we did was how do we create an ecosystem where the salesperson doesn’t have to go to another site to get content because their day-to-day is in Salesforce or a tool like that for their CRM process. 

The last thing we did was integrate Highspot with a CRM tool, and that has been magical because we’ve been able to pull relevant data like the sales, productivity, and activities within an account and serve up the specific content and whatever stage they’re at in the sales process. If they’re in the discovery stage, they get specific tools and content, and coaching guides. If they’re on the product side, they get the product training, product, brochures, and technical information that the customer will need. 

All they have to do is just work in Salesforce and they get served up everything they need when they’re in this specific stage. Our dealers have been very pleased with that because they don’t have to leave that tool and then go to another tool to go find the relevant information. It’s all in one area. 

SS: Fantastic. So as I mentioned in the intro, one thing that we’re trying to understand is what does good look like? From your perspective, what does good look like when it comes to rep productivity at your organization? 

EV: That’s a good question. Before, things weren’t integrated and the systems were not integrated, it was really difficult to measure the effectiveness of our sales enablement efforts with sales performance. People can argue, well, this person is just overall a good salesperson, it’s not your tactics or your strategies that are helping them sell more. What the integration with Highspot and Salesforce did for us specifically was give us the data to now correlate how we’re actually impacting the sales team, and we were able to generate a report that showed a direct correlation between if a salesperson is going into Highspot, going into that specific sales play for that product that we just launched, they took the sales product certification that was associated. We see a correlation between their ability to have more quotes in the system and their ability to close more deals.

When you see the salesperson’s report and they didn’t go into Highspot, or they didn’t take the training, or they’re not visiting that sales play, or they’re not closing as much or having increased quotes with that specific product line. That’s something that we’re able to do now with the support of the Highspot tool that we didn’t have before. It was very difficult to measure sales enablement and whether that’s our performer, if we’re helping them or not, being able to close more or get more quotes. 

What that helps us do is identify those people, meet with those people, and then get more information about what’s working, and not working, change our strategy, and redeploy. It’s all about agility. Always being current with the trends and what they’re seeing in the market helps us to be the most effective, and be able to share that with other teams. 

SS: I love that. I think that’s a great example of what good looks like. You talked a lot about top performers. How do you identify what good looks like amongst your top performers and in particular, the behaviors that are leading to success? 

EV: As I mentioned, the behaviors that we’re seeing, the direct correlation is they are utilizing the tools, they’re taking the training, they’re leveraging all the content in the Highspot platform and taking advantage of that. The top performers are the ones who are sending out pitches. 

What we did at Hyster‑Yale Group is we created pitch scripts with trends and relevant data, and there’s a lot of effort and work to put these pitch templates together. Top performers are using those and leveraging them to be able to get in the door with accounts or able to move to the next level per decision maker. It’s extremely important for us to be able to support these top performers, and again, like making sure that what they’re focusing on is selling and building their relationships and learning the accounts, not necessarily finding and creating content. We’re seeing that their behavior is leveraging the things that we create. 

SS: That’s fantastic. Now, how do you then take what you’re seeing as what good looks like and then scale that across the sales teams in particular amongst maybe middle or lower-performing reps?

EV: You definitely have to have a sales methodology in place. What’s the standard and a coaching program in place as well in order to be able to scale? What we do is we create focus groups, so we do have data and metrics to show us who is performing with what product lines solutions, who are able to get quotes, and who is able to close those quotes. We’re able to create these focus groups and have tailored conversations with these individuals and look through their sales process, such as what tools they’re leveraging. 

We are then able to then get those tools, such as if they’re embedded and they’re like on the bottom of the sales play, we move them up and then we deploy them. We do have one of our VPs of marketing, she will send an email out to the entire dealer community with these tools that are working and the strategies that top performers are deploying so that others can learn from these individuals. I think that’s really critical.

It’s not just creating content, but also making sure you’re communicating back to the business. This is how you can do it, how you can leverage it, and what works well, especially if you can see the same methodology being deployed and that person getting success. It’s important to be able to train others on how to do those same steps so that works out really well.

Highspot has enabled us with the pitch functionality, with the reporting, enabling us to be on the training side right of the system to be able to do all that very effectively and seamlessly within one platform. In the past, we used to have a separate learning management system, a separate communication tool to pitch and communicate, and then in a separate content repository and then another tool for reporting. I think all these things are now in one system, and that really helps us focus more on learning the agility to get that learning and submit it back to the dealership, versus focusing on six different platforms and deploying through those because it’s just so easy to use and deploy things through Highspot. 

SS: I always love hearing that. Now, obviously, with enablement, it is critical, especially when it comes to what good looks like to be able to share the results of what enablement’s impact has been. What are some of the key business results that your enablement team has been able to achieve since implementing Highspot? 

EV: We have a few programs and we’re able to show that people who utilize our tools and our training are able to close more deals. That’s one, and the second piece is it has enabled us to create the training certifications and build consultative skill sets while using the platform. This specifically has shown us that people who have gone through these more in-depth training programs and are using the tools are also selling more.

It’s like a two-way reporting structure. One is through the training arm and building specialization, and the other one is through the agility of just getting content and support. We’re seeing that again, whether you’re going through the training arm and getting specialized or just using the tools that you’re able to get more quotes and sell and close more deals. 

That has been very impactful for us because we’re aiming to get into specific niche markets, so we need this data and reinforcement to make sure that we’re learning if our strategies are working. Essentially, at the end of the day, the target is for our salespeople to achieve their sales goals, so if they’re meeting those, then we know that we’re doing a good job.

SS: Fantastic. Last question for you, Evelyn. I’d love to hear your advice for other enablement leaders that are looking to drive sales productivity at their organization. What is the most important action that they can take to get started? 

EV: Simplify, simplify, simplify. I mean, sales rep today has a lot that they have to perform, whether it’s entering items in the CRM, tracking various accounts, or knowing where they’re at in different stages. It’s so important to simplify the process for them and make sure that whatever tools you’re using are sales-centric. I’m gonna say that because we did investigate a lot of different platforms and they still didn’t integrate the training, and then another tool, and it just, again, it just wasn’t a simple process.

Salespeople still needed to go to three or four different places. If you can simplify access, simplify the ability to get things mobile through their mobile apps, even their journey if they’re in the CRM system, be able to simplify that and make sure they’re getting what they need through that process that’s going to help salespeople be productive.

Really put yourself in their shoes and their day-to-day and ask yourself like, are these too many steps to get to your document? Are there barriers to access or are there 20 passwords to get to it? I mean, that’s not effective. My advice, everyone, is really look at your current state and simplify your steps and look for a good platform that can help you drive the things that you want to drive more efficiently.

SS: I couldn’t agree more. Evelyn, thank you so much for joining us today. I appreciate your insight. 

EV: Thank you for having me. 

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can go beyond what good looks like with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. In the quest to drive sales productivity for your business, you’ve likely asked yourself: What does good look like? This month on the podcast, we’re helping you answer this question by exploring best practices on how you can deliver strategic enablement with Highspot. Here to discuss this topic are Tim Stansky, director of global sales enablement and training, and Inbar Yagur, the Director of Content and Product Marketing at Lusha. Thanks for joining, Tim and Inbar! I’d love for you to tell us about yourselves, your backgrounds, and your roles. 

Inbar Yagur: Thank you so much for having me. I’ve been in marketing for about 12 years and got my start in content marketing and product marketing at Taboola, which is these days a big player in AdTech. When I was there, I was basically doing sales enablement under the sales organization on the product marketing side, so that’s where I got my start in product marketing and enablement. 

Then I moved on to more leadership roles before coming to Lusha. I was the VP of Marketing at two startups, which I helped bring from Series A to Series B helped do all of the go-to-market, all of the product marketing, of course, and enablement there, as well as drive pipeline. I’ve been at Lusha for about nine months now, building up the product marketing and content marketing organization to a more robust place. 

SS: We’re excited to have you. Tim, a little background on you?

Tim Stansky: Thanks for having us, Shawnna. I’ve been at Lusha for just over a year now after being at Oracle for almost five years. My path to enablement is rooted in media and the evolution of media, especially rooted back in, admittedly, three and a half decades of sales experience as an individual contributor sales leader, and also enabling globally, which has been great exposure and experience from startup to enterprise. I’m excited to talk about what Highspot is doing for us in the way that we’re growing our enablement at Lusha globally. 

SS: Well, I’m excited to have you both here. On that note, I think the first question I’d love to ask both of you is, prior to Highspot, what were some of the challenges your reps were facing as it relates to productivity, and how have you overcome these challenges since you’ve implemented Highspot? Tim, I’d love to start with you. 

TS: Highspot has allowed us to find one place for our salespeople to find that at the moment, need for internal and external resources, but also has given us an opportunity for consistent global onboarding and consistent global training and certification, which is a new path for Lusha as we are growing and making sure that as we grow and go to market, we have consistent way creating value for customers. 

SS: Inbar, what’s your perspective on how things were pre-Highspot? 

IY: One of the biggest challenges I think when it comes to product marketing and the content that product marketing creates is the fact that oftentimes sales teams get outdated material. They kind of go rogue and save things on their own, like desktops and change things around, so of course, consistency in being able to update materials on an ongoing basis in a way that’s highly accessible to the team was huge. Also, more than anything before we came in and really started using Highspot actively, a lot of the things that we were doing were sort of like making content for the sake of content rather than really understanding who’s engaging with what and what the true need is.

Having Highspot as a content management system on that level has really helped us gain visibility into what our salespeople are engaging with most, and so it helps us plan ahead and create more effective enablement materials and also helps us look back and measure ourselves and measure our success as part of the metric is that, well, how many people are actually looking at this in Highspot. How many people are actually sending this out? That’s a kind of discipline that we really didn’t have. 

SS: I love to hear that. Well, as I mentioned in our intro this month, we’re aiming to understand what good looks like when it comes to sales enablement, and I love that the two of you have very unique views on enablement through the lens of your respective remits, so I may toss a couple of questions to each of you along the way. What does good look like when it comes to sales training, Tim? 

TS: What good looks like is not only introducing a resource for salespeople that are up and running and in need of resources but introducing new methods and new skills and supporting that beyond the launch to make sure that we’re building new habits with our salespeople. It’s a consistent evergreen resource and there’s one place that we direct our GTM organization too. 

IY: I would love to add on that a little bit on the communication and messaging side as well. I think that good also looks like a deep understanding from the sales team of the why. Product marketing teams are in danger of being very much on the how something works rather than what the value is. This is something that we’ve also implemented in parallel to the implementation of Highspot to start now all of our training with why.

I want the how does it work to be the third or fourth point out of five. I want the first point to be what is the pain and why what we’re trying to sell or what we’re trying to bring to market is important in how that solves the pain. From my perspective, it’s making sure that the sales team has a clear understanding of why they’re selling what they’re selling, and not just what they’re selling.

TS: An interesting evolution that we have experienced since launching Highspot because we invest in the content and guidance and also training in coaching modules, and when we looked at what was the adoption, what was being utilized, listening to our own GTM organization, particularly the top of funnel part, they were asking for more clarity on what is internal and what is external. As we’ve grown and learned how to utilize Highspot internally, that’s simple, wait a minute, what’s internal, what’s external decision might seem obvious, but it didn’t seem obvious to us in the beginning. The ability to then shape our Highspot into internal and external resources for the GTM org created more clarity. Then also the ability to pitch through Highspot and integrate it with other parts of our sales tech stack was another evolution in the course of our experience with Highspot. 

SS: I think that’s fantastic how you both have really evolved along your journey now. Inbar, I love your perspective from a product marketing and content stance. What does good look like when it comes to sales content? 

IY: There are two different kinds of goods. Actually, going back to what Tim was saying about what’s internal and what’s external. The external good and the internal good are two completely different things. I want the internal good to have a very clear narrative and something that the salesperson can read through and have guidance if they’re about to go into a pitch, I’d like them to have three or four reference documents that they can just go over and really just get here are the main points I want to hit on this product or this feature and just be able to kind of grab that. 

In terms of the external things, I have a saying with my team, and I actually think this is true for internal documents as well. A lot of times when my team creates content, the comment I leave on things is “Big Words, Hulk Smash.” Okay, so the reason is we write a lot, but people don’t read a lot. It’s not that the written word is going to become obsolete, people still will continue to rely on it no matter what prognosticators say, at the end of the day, we’re still sharing the written word, but because people don’t read, they skim. The philosophy that we have is how we create something that is readable and accessible, both internally and externally, so that people don’t have to work hard to find the information that they need.

By the way, if you go at a higher level in terms of how we organize Highspot, we don’t want people to work hard to find what they need, and I think that’s true throughout the whole journey. Whether it’s something that you send out to a prospect after a conversation or whether it’s something that the salesperson actually delivers live, I want to be able to have something that they can easily read and understand within seconds, rather than having them work hard to find the information. I think that’s the biggest thing because what really happens is if you get in the weeds if you start getting too detailed, if you start using jargon or overly complicated explanations of what you’re actually trying to do, it’ll get lost in translation.

There are clear rules on our team that we don’t use, it’s like supercharged when we can say something that is four letters long, and instead of eight letters long, we’re going to say four letters. I know that sounds really basic, but it’s what makes a lot of the difference in terms of adoption and engagement over the 12, 13 years I’ve been in this business, that’s one thing that I’ve seen consistently. It’s not insulting to anyone’s intelligence, it’s just that we’re constantly in a pile of information and our focus these days is shorter than ever. Even if you’ve got a vested interest in getting the information, you’re still not going to read it in the same way that you read it 10 years ago. So simplicity, readability, diagrams, and the right kind of design are really critical for us, both in terms of what we deliver to the sales team and also what we deliver externally. 

SS: I love that and I think both of those perspectives bring a lot of flavor into the topics that we’re going to be talking about. Thank you for sharing with me what good looks like from your perspective. Now that we’ve talked about these two components, what role on the content side and on the training side would you say play in an effective enablement strategy? 

TS: It’s the partnership of a plan integrated with the vision of sales leadership, integrated with the vision of the product managers where we come together, and I like to start with the calendar. In the mantra of plan your work, your plan, and the cadence that we’ve set up together. We are the meeting points of the product side and the revenue side, how are we gonna approach this, how do we make sure that all of our stakeholders from all sides are in agreement and aligned, and even to the point of previewing from each side into to revenue leaders, giving them a preview to what their teams are about to see a week in advance, has really helped us build not only that trust and credibility but also get feedback so that when we do see something in a preview, almost a dress rehearsal, oh, that will work really well because of this. It gives us better delivery on the launch. 

I would say the critical part is always in our situation of having an office in Boston and one in Tel Aviv with a seven-hour time difference to always be available to our stakeholders and our users, our constituents, and our GTM family, it’s always there and always on and updating. I’ll say the content team has done a great job of making sure that the content is fresh and accurate, and that obsolete information is removed. I’ll say this because I’m one of them, salespeople have a short attention span at the moment when I need it, when I need it. Some are planners and some are learners and some are going at the speed of light, so we want to be able to satisfy the avid learners as well as those who need it in a pinch. I would say always being on is a key benefit. 

IY: I’ll add that I think that collaboration is a huge part of this. Tim and I meet weekly and are always very open and work very hard to make sure that we’re aligned on the vision that it’s really easy to have friction between people if they feel like they’re in competing interests, but the truth is that we’re not. We’re on different teams, but we’re not siloed from each other because we have the same exact goal. 

My team comes at it from one side and then Tim as a leader in his domain comes at it from another. I think that a big part of it is just keeping lines of communication open consistently. Like Tim said, allowing for feedback when we create something, and really just being open. I think in everything that we do, we need to work with transparency. It’s kind of a mantra of mine and I think that it’s no different in terms of where the sales enablement piece and the product marketing piece meet together. I think we always need to be in a conversation. We always need to be telling each other what’s important and addressing friction points and I think when you do that openly and kindly and collaboratively, that’s really a big key to success. 

SS: I love that. Now, what is the value of having a unified enablement platform to help you bring your enablement strategy to life and execute what good looks like? Tim, I’d love to send this one back to you.

TS: It’s a total meta reply because what good looks like is what is demonstrated, allowing for people’s personalities and, more importantly, customer availability, prospect availability, and their personalities. What great looks like is adapting to how the marketplace is, how our buyers are, and how our existing customers are. I would say that it comes back to always being available, always on, methods and skills, and product knowledge, but more importantly, to the why behind something and the outcomes that customers are looking for. 

SS: I love that and I love that we’re always coming back to that why. Now, how are you using Highspot’s Unified Platform to drive sales productivity, Tim?

TS: Every learner is different and in the adult learning model, you’ve got people that love to read, people that really learn by video, you’ve got people that learn by experience meeting the learner where they are and trying to adapt to the different media formats that are available. As Inbar was saying, the written word is so powerful, but some people do much better with watching something and then mimicking it. Sometimes there might be a tutorial where one of our GTM members is actually learning a new tool or something, so it’s actually almost like a recorded cooking class. On one screen they’re watching the recording on another monitor they’re actually playing with the tool to follow along because some people get bored with video. The modern professional is always tempted by this compulsion to check their phone.

Keeping them engaged and utilizing clicks and keyboards, keeps them involved in the tool and minimizes the potential for the distraction of a mobile device or another interruption. It’s using different ways that people learn and you think of the senses of eyes and ears and brain and mixed media of learning, so some e-learning is supported by workshops, but also the ability to assign to team leads and managers the opportunity for them to have a scoring rubric to certify people. They’re certifying their own people and having that capability in Highspot has been really helpful, especially when we launched our first product certification course. It’s not enablement, deeming someone as certified. We built the course, and we taught the managers, but it’s the managers, those who hired that actually provided the certification.

Although we had a high success rate, I’m pleased to say that there’s a manager that actually rejected a couple of video submissions. She said they didn’t hit the marks and wanted it to be done better now. Some people don’t record well, and maybe they wanted to do it in person. That’s another opportunity. Meet the learner where they are, where they’re more comfortable. Having all those capabilities for knowledge checks, for video submission. We are pushing the possibilities of what we’re doing with our training and coaching aspect of Highspot. To compliment my colleague Inbar and her team, I think they’re doing a really great job of making sure that we have a premium library of content that’s actionable and insightful and fresh, and not obsolete. I think they’ve done a great job there.

 I’ll point to something that happened recently. There’s a BDR that had a vision of, hey, you know, what would work if we had X and one of Inbar’s folks worked with the director and that BDR to envision exactly what this BDR said would help her perform her job better on what prospects we’re asking for. That ability for a BDR who sees the content capabilities and wants to shape it based on a market need, it’s satisfied and then housed in the Highspot. I see that as impacting our internal communication and our sales productivity. It’s allowing the BDR side to the version with the PMM side. This is really within the last couple of weeks, we’re going to see the utilization through the analytics, and we’ll have the data. We’ll also get the anecdotal stories of how a particular piece of information helps someone have better conversations to satisfy needs that turned into revenue because the customers will benefit by investing in Lusha.

IY: I’ve got to piggyback on that because that’s actually a really great anecdote that Tim brought up. As you know, the BDR who was feeling like her needs were not being met and then floated what she needed in order to meet those needs. I think that that really comes back to having an open conversation and being open to listening and understanding that everybody actually everybody has the same goal. There tends to be a lot of gatekeeping when it comes to any marketing team, not just product marketing, and I try to kind of lower that. 

Sometimes it’s hard because we’ve got a very big go-to-market organization and you don’t want a hundred people constantly Slacking your team, but I try to keep my finger on the pulse and my ear to the ground, so that if a need comes up, that is felt across multiple people then we can go in and collaborate the way that we’ve done here. I think it’s live now and that particular piece of content and it’s actually going to be a case study of what we can do to collaborate better and whether this kind of collaboration works.

I mean, I’m gonna be honest. It’s not a cakewalk when you’ve got five different people sticking your opinion into something and you’ve got too many cooks in the kitchen. Sometimes it makes things a little messy, but I think the end goal is important enough that you need a little bit of the mess to start. I’m actually really looking forward to seeing how this is going to get adopted to really open up those lines of communication even more, and not just leave it at the leadership level. 

TS: Inbar, you’re making me laugh because I remember in my very early, awkward first couple years of being an account executive in media, I remember a coach said, do you understand that a camel is a horse by committee? I didn’t understand it, but maybe we have a camel that will be able to fly. The ability is we can do this and everyone feels as though they were heard. 

Maybe there was give and take on each side, but there was something created by people and now we’re going to see how it flies. If it succeeds in impacting revenue directly and we can trace that back, great, but if anything, it shows collaboration and teamwork. Not only across departments but across continents. Someone in Boston collaborating with a colleague in Tel Aviv, it’s the small, global community, the small global village that we’re in. It’s just a seven-hour time difference.

IY: I think what it really does is as a product marketing team, you need to listen to the boots on the ground. They’re the ones who are in the hand-to-hand combat of things. It’s really easy to be like, here’s what’s good for you, and kind of dictate it down, but what’s the point of creating something if people aren’t going to use it or find it useful? I think there’s always a bit of a learning curve. Where does feedback stop being productive, where does collaboration stop being helpful, I don’t think we’re there, though. I think that if we listen to the ground effectively and create a good process, then all we can really do is win on that level. 

SS: Now, to round us out a little bit, what are some of the business results that you’ve seen since implementing the Highspot platform and do you have any data points that you can share?

TS: I can point right to a certification course. Our prospecting platform was a game changer at Lusha and created that certification of consistent value delivery we’re coupling the outcomes of a product with a value-centric sales methodology and having people go to market, that certification showed an impact on helping customers realize value out of the prospecting platform, which resulted in revenue because the customers are winning from what the outcomes of the prospecting platform help them do in creating their own revenue.

I would point to the course creation opportunity, but also it’s not just launching a course, it’s what the sales leaders in the GTM org did to support that knowledge and to support the valuation methodology and uncovering needs with customers, and then prescribing, recommending the platform. It created confidence, and knowledge, not just feature dumping, but the outcomes that customers are looking for. Like so what. Okay, you’ve got this thing, what’s it going to do for me in my role in sales or in marketing or in other departments in a company so I can point to revenue on that? You need to track it, but I can point to when the certification course was launched and then the impact of what was pitched, what was closed, and how it hit the bottom line. 

IY: One of the biggest challenges, and please Tim, if you disagree, chime in, but I think enforcement of messaging and enforcement of product knowledge is something that’s a challenge in a lot of sales organizations, and doing something like a certification course is a huge contributor into improving the way that sales team talks about the product and talks about the value that the product brings in a way that’s just more trackable. 

If you train blind and you don’t have an accountability piece, you’re always going to be in danger of people not being on a message or not really selling in the way that they should be selling and putting it into that kind of format where it’s a requirement and it’s enforced, I think really helps take care of that piece better and make sure that everybody’s on message. 

SS: I love that. Last question for you both. How do you plan to continue to evolve your enablement strategy this year and how do you plan to leverage Highspot to help you achieve your vision of what good looks like this year?

IY: My team has grown significantly in the last six months. We were a team of three and now we’re nine, we literally tripled and that is great because it means that we’re creating a lot of good resources and we’re making a huge contribution to the business. One of the things that we’re now trying to kind of work out is what success looks like, especially for the product marketing managers on the team. What does success look like? What are we measuring ourselves on? A big part of those KPIs is coming from Highspot as a tool. It’s really hard to say as product marketing oh, we increased the amount of closed won. I mean, yes, we had a say in it, and yes we were part of a huge team of people that helped get to that closed won, but, we’re trying to understand now what is the kind of in-between metrics that come from an SQL to a closed won and how do we actually impact them. I think that in terms of our strategy going forward and our measurement strategy, Highspot is going to play a really significant role.

TS: I see our growth in how we’re going to be utilizing Highspot for those colleagues that are getting promoted to new roles in the organization, learning paths, onboarding new hires, and more consistent delivery. As a six, going on seven, year-old startup a lot of training enablement and onboarding was reliant on the hiring manager, and the quality of that onboarding was really reliant on the manager who had the time and bandwidth and probably personal discipline to make an excellent first 90 days great. 

From what I understand statistically, the first two weeks or first 30 days, first 60 days, that’s when a new hire says this was such a good decision, or, oh, what did I get myself into? I see onboarding new hires and then ever-boarding existing GTM members and also new roles that are created as we continue to grow as a company. I’ll see learning paths, I’ll see more use of video, especially integrating recorded videos of calls and possibly some types of situational training. 

SS: I love that. Well, thank you both for joining me today. I loved hearing each of your respective stories. 

IY: It was our pleasure. Thank you for having us.

TS: Thank you. Happy selling everyone. 

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can go beyond what good looks like with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. In the quest to drive sales productivity for your business, you’ve likely asked yourself: What does good look like? This month on the podcast, we’re helping you answer this question by exploring best practices on how you can deliver strategic enablement with Highspot. 

Here to help us understand how to unlock sales productivity today is Jon Perera, chief marketing officer at Highspot. Thanks for joining Jon! I’d love for you to tell us about yourself, your background, and your role here at Highspot. 

Jon Perera: Hi Shawnna. It’s a delight to be with you all. As you said, I’m the chief marketing officer here at Highspot. I also run our partner alliance team. I joined the company about four and a half years ago when we had less than a hundred employees, so it’s been really exciting to see the growth. Before Highspot I spent seven years at Adobe and about 18 years at Microsoft. I’m a native of Seattle, and happy to be here on the Win Win podcast with you. 

SS: I am excited to have you here as well, Jon. Thank you so much for joining us. I’ll start with what seems like an easy question, but I’d love your perspective on this. What is sales productivity and why is it so important for companies to focus on that today?

JP: There are several definitions of sales productivity out there, and to keep it simple, I think it’s really just about how much revenue a company makes for every single sales rep. It is a really simple equation. When you’re in the boardroom, the discussion is also around what percentage of your reps are on quota. These are really critical questions because as it turns out, most sales reps aren’t spending most of their time selling. In fact, based on Gartner research, 72% of a rep’s time is spent not selling and not working with the customers. 

If you consider a few things, for example, your company’s OPEX, sales, and marketing are perhaps often the highest percentage of your total OPEX, particularly in the B2B space. The board and the company and shareholders and stockholders and employees need to see the return on investment of that, and it’s more important now than ever.

Today’s economy is tough. Most salespeople have never sold through a down market like this. I’ve spoken with dozens of chief revenue officers who say, yeah, our salespeople haven’t sold in 2007 and 2008, so this is all very new and it’s also happening at a time when buying teams and the buying process has become much more complex. Sales productivity is probably topic number one in today’s boardroom. 

SS: Which is why it is a critical topic when we think about what good looks like, and that is absolutely what we’re here to talk about today and how to leverage what good looks like to empower productivity, but to set the stage, Jon, I’m curious to hear from your perspective about the inverse of that. What does bad look like?

JP: I love this question and something that we’ve all suffered from at one point in our career. I’ll think about three things here, Shawnna. First of all, bad looks like the inability to execute a company’s strategic growth initiatives. If you look at a recent HBR article, it turns out that around 70% of all strategic initiatives fail. These are strategic initiatives to grow your business, and what often happens is that the boardroom, sales leadership, and marketing leadership may come up with exactly the right strategy to grow the business, retain your customer base, grow customer satisfaction, and drive cross-sell, but failure happens. You don’t have execution on the front line with your frontline salespeople and those strategic growth initiatives aren’t reinforced by sales managers. 

I’ll give you a great example of this. Many companies have spent hundreds, if not millions of dollars on the implementation of a new sales methodology. Something like MEDDPICC and I’ve heard many CROs say, yeah, we’ve been working for 18 months on implementing our new sales methodology, but it’s actually not being carried through by sales managers and sales reps. You’ll also see marketing teams aren’t aligned with the new sales methodology. So that’s number one. It’s about the lack of execution of your strategic growth initiatives. 

The second characteristic of what bad looks like is totally classic, and it’s when your sales and marketing teams aren’t aligned, they don’t have a single source of truth for the core message. They’re not aligned at a very detailed level on the goals. They don’t have a shared scorecard. They have two different scorecards, and we see this all of the time.

The last one I’ll mention is, we often see many companies have what I’ll call a patchwork approach to sales enablement. So what does that mean? They have dozens of different tools. They don’t have shared analytics on what’s working. They don’t have a single point of view around the process to land strategic initiatives, and they’re just trying to do enablement just in time with whatever the emergency fire drill of the day is. They don’t have the people, the process, or the tools really needed to roll things out smoothly. Those are three characteristics, I think, of what bad looks like.

SS: Now, again, to the topic at hand for today, what does good look like when it comes to driving sales productivity? 

JP: I’ve spent probably the last three or four months speaking with dozens of chief revenue officers and CMOs on this quest to really understand what good looks like. Looking here within Highspot we have a fantastic enablement team and great process and learning from that. What good looks like I synthesize it down to three areas. 

Number one, what’s in common for all these very high-performing companies is that they place a huge amount of focus and effort on their people and their culture. In particular, they’re talking about a culture of sales excellence, of sales rigor. They have a huge focus on diversity, equity, and inclusion. What good looks like are teams that are actively measuring what are the engagement scores of our frontline salespeople. There’s a deep investment and bet into the art and the craft of selling. When you hear what good looks like, number one is it’s about people and culture at the very core.

Number two, it’s about the process, and in particular, you hear a lot about having a system of operational rigor. What that means is that there’s no deviation, there’s no mystery around execution, and there is consistent behavior change and consistent execution of company strategy from the very top to the very front line. You see very strong alignment and a single source of truth between sales and marketing on the goals. There’s a deep inspection on a very regular basis around how we’re doing on funnel conversion at every single step. That notion of operational rigor is at the very core of the process of what good looks like. 

The final area is technology. The interesting question in companies that are absolutely winning always has a system that equips, trains, and coaches their reps to be at their very best. I’ll give you an anecdote. I was recently speaking with the former chief revenue officer for DocuSign, and we were talking about what operational rigor looks like. He said, look, do you believe that your sales teams will be more productive if you effectively equip, train and coach them? Well, the answer to that has to absolutely be yes. 

Then the next question is, well, whose job is that to equip, training coach? The answer really is the CRO or the head of sales in deep partnership with the head of sales enablement, but you can’t do it without a system, a technology platform, that allows you to coach on these behaviors that you want to see, that allows you to inspect, that allow you to have a single source of truth for each one of these areas. What good looks like are people, processes and technology coming together to create a system of operational rigor that helps sellers execute every time on time. 

SS: Those are three fantastic areas of focus, and I think it’s also a wonderful segue into my next question, Jon, which is, what are some of the ways that Highspot can help teams be what good looks like?

JP: Great question. I would say two or three years ago, several of the key leaders within Highspot started to think very long and hard about this question. We were a technology company, first and foremost, deep bets on AI, deep bets on next-generation experiences for sellers, and we knew that that wasn’t enough. We started to look at companies within our portfolio of customers that were doing better than others, that were just really doing an amazing job at execution. It became clear that there were a number of patterns that emerged and we took all of that pattern matching and we created and launched something that we called the Strategic Enablement Framework. 

Essentially what that says is based on where a company wants to go to execute your core programs, your key growth initiatives, and the business outcomes that you need to drive, you need a comprehensive system that thinks about how you equip, train, and coach and drive the behavior changes that you need at scale. We’ve taken that framework and we’ve made all of it available through the Highspot Spark Community, through our professional services teams, and through our Highspot University, as a system that companies can rely on that drives much more strategic enablement. I think the number one way in which we can help far above and beyond just our technology platform is through this methodology to drive more repeatable growth.

The second thing I’d mention is community. As a company, we’ve bet so deeply on the sales enablement community. We are deep believers in the change makers that these players have in your organization. In particular, we’ve created two noteworthy communities where people can connect, network, and share best practices. I’d call out the Highspot Spark Community, which is accessible, of course, right from within the product, and what some people don’t know is that we also built out the Sales Enablement PRO community that has events like the soiree that’s now almost 30,000 members strong. This bet on the community is a bet on discipline and the impact of strategic enablement. If we have a really thriving community, we think that we can help companies grow and have an impact the way that they want to. 

The third area is around services and support. The excellence and the care that we have taken to make sure that every single customer is successful. We listen really carefully to our customers and how they want to drive growth, and recently we’ve actually operationalized a lot of those discussions into actual tools, real telemetry, where we can understand like, hey, if a company has a strategic growth initiative around, let’s say for example, cross-sell, well every single month, every quarter will be working with that customer on how are you doing, are you hitting the metrics that you want to? The analytics within Highspot will showcase the behavior change that you need to see if it is actually taking place so that we can help companies accelerate their growth. Those are three or four areas in which I think Highspot can really help on this front.

SS: I’d love to dive in a little bit more on that first one, which is around the Strategic Enablement Framework, because one of the things that I love about that methodology is it really helps to take the guesswork out of what good looks like and, as you’ve mentioned Jon, in times of economic uncertainty, I think clarity is key. Can you tell our audience about what it means to have strategic enablement? 

JP: In our view, that’s a repeatable system that allows you to equip, train, and coach your sales reps in two specific areas. The first is what I call foundational programs, and the second is around the execution of these strategic initiatives that we’ve been discussing.

Let’s take a look at the first. It’s really interesting, even in today’s market where we’ve seen really painful degrees of layoffs in many different sectors, most companies will experience a churn of their sales force of around 30 to 35%. What that means is that on a 12-month basis, every sales company in the B2B space is probably hiring. 30 to 35% of their sales reps are brand new, and the more complex your product line, the longer the ramp time is. In some companies, it could be 8, 9, 10, or 11 months before a rep is off the ramp, so a foundational program within strategic enablement has to be onboarding. If you can shave one month, a month and a half off that ramp time, that’s massively impactful when it comes to sales productivity and impact on revenue.

It’s also about these strategic initiatives. At the core of that, I think there are a number of elements. One of them is coaching, which we’ve talked about a little bit, but as we talk to CROs around the world, one of the things that are becoming most apparent is that when you enable your field on a new project, a new initiative on a cross-sell approach, for example, one of the mistakes we see is that they’ll just go straight to the frontline and enable the reps.

What good looks like is actually enabling your sales managers maybe a month ahead of time, because you need those sales managers to coach the reps on what good looks like and how to really drive that strategic initiative all the way down to the front line. It’s about having the right message and making sure that at every point of the buyer’s journey, every rep is equipped with the right message at the right time of the sales cycle to help move that deal forward.

All of this, I think, really requires a system of strategic enablement where you’re looking left to right around how we equip our reps, how we train them effectively and onboard them faster than before, and enable our sales managers to be world-class coaches. If you pull all those together, you can really have a system that helps companies land both foundational programs, which are absolutely core to running your business, and maybe more importantly, those things that are growth drivers even in this down market.

SS: I would love to understand, especially given your role at Highspot as CMO, what role does marketing play in driving sales productivity and really helping to empower what good looks like?

JP: First of all, I’d say a lot of it is about what’s the mission of marketing. In my view, it’s about helping sellers win deals. We live and exist to serve sales and the more that we really deeply embrace that mindset, the better job that we can do in terms of helping drive seller productivity. Now, by the way, it goes beyond that. It’s about helping customers be successful. It’s about driving category thought leadership. It’s about driving customer satisfaction, but specific to sales productivity, it’s taking that mindset that we’re here to serve.

Where does that start? I think it starts with seller empathy. Do the marketers in the organization spend a lot of time working with sellers on deals, listening in on calls, attending meetings, really being investigative and curious about what are the hardest questions that customers are asking, and having really deep seller empathy, knowing what it’s like and how hard these questions are that our reps are getting? It’s a mindset shift that is so critical to driving sales productivity. Number one on my list is that mission and sense of empathy and knowing what it’s like. 

Number two is that it is the role of marketing to set sales up for success when it comes to competitive insights. Really aggregating and understanding what are competitive trends, like where’s your competitor trying to upend you? How do you really equip, train and coach every single seller at your company around the battle card and the sales play on the competitive front? It’s marketing’s job to be the subject matter expert and to help the company understand how we win competitively.

Hand in hand with that, it’s about the ICP, the ideal customer profile, and the buyer insights. What are the hardest pain points that customers have and how can we really craft our story and our market to air covers every single stage of the funnel from the top of the funnel, all the way through to when deals are in the negotiation stage that we’re providing the tools, the resources, the case studies, the references, the business case needed to really address those buyer insights that we’re aggregating.

The next one on the list is around building a compelling message, and I think the old way of having a really strong message was marketers would go do a bunch of customer research, they’d understand what the message is, and they’d roll it out to the field, and that worked for a long time, but I think today what good looks like is a much more collaborative approach to the development of the message.

I’ll give you an anecdote about something we did here at Highspot that I just really think is effective. Around twice a year we pull together sales, marketing, and enablement. We pull people that are on the front line of all these roles, people that are managers, and people that are vice presidents of the company for a series of workshops and we build the core message together. The reason that we do that is that we keep it real. We’re grounding ourselves on what are the really hard questions, what’s really working, and let’s do this together so you create shared buy-in because we created the message together, which then means there’s a much higher likelihood that it’s consistent across the entire company.

Something I mentioned earlier, it’s about having an aligned sales and marketing scorecard. Marketing’s job is to really understand those sales metrics and KPIs and understand exactly every step of the journey. Every MQL, every pipeline generated, every marketing attribution, touchpoint, how is it helping move deals forward? I think the last thing I would mention is that marketing’s job is to really understand the analytics of the content, the campaigns, the programs, and the sales plays, and understand what works so that we can scale it.

Platforms like Highspot allow access to those analytics that allow us to fine-tune our job and make it even better so we’re providing better content, better campaigns, and better approaches to drive prospects through the funnel. Those are some of the things that I think about in terms of the role of marketing to really drive sales productivity and empower what good looks like, especially during these times. 

SS: Jon, thank you so much for sharing your CMO perspective on what good looks like. To close, what advice would you give other executive leaders who are looking to unlock sales productivity within their organizations? 

JP: I’m not sure I’d call this advice so much as maybe what we’re all learning from each other. As I mentioned earlier, I’ve been spending a lot of time with CROs and CMOs at high-growth B2B companies in the last few months just asking the question like, what does good look like? If I were to aggregate all of that, what I’m learning, and maybe the advice from all of the cohort, what’s very common is that right now what’s needed is a system of operational rigor in the selling process, and that’s about the elimination of guesswork. It’s about eliminating just-in-time enablement, and it’s about having a very strong structured approach to driving repeatable behavior change across your field. 

What we’re hearing is that it comes down to these three areas that I have mentioned before, investing in your people is job number one. It has never been more important. It’s that very first experience they have when they’re interviewing. It’s about the onboarding experience and the excellence of the program you have onboarding. It’s about the culture that’s created by sales and marketing leaders. Having a culture of sales excellence and execution rewarding helps people be experts at their craft. Really deeply embed diversity, equity, inclusion, and belonging through their approach, and don’t forget the importance of coaching. Most frontline sales managers were great sales reps, but they were never trained on how to be great coaches. 

I think learning and advice number one is that it all starts and very obviously, with people and it has those dimensions. Number two, it’s about the process for operational rigor and programs like the Highspot Strategic Enablement Framework that systematically looks at how we equip, how we train, how we coach, and how we get the analytics on what’s working. How can we actually train, track and measure that we’re driving the behavior changes that we need to see in our field? That is absolutely critical. 

Then finally, it’s about making sure your sellers and your enablement team, and your sales process have the right tech stack in place. Frankly, most companies have too many sales tools. I’ve spoken with a number of people who say, yeah, no, we have 10, 12, 16 different sales tools. If you can consolidate down to the critical few that allow you to have one system for execution, you’re creating a stronger bias for excellence and a stronger system for operational rigor. That’s what we’re learning, that’s what we’re really excited about, and that’s everything around what good looks like. We’re putting a lot of our learning and resources into the Highspot Spark Community to share with you.

SS: Absolutely. Jon, thank you so much for joining us today. 

JP: It was a delight.

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can go beyond what good looks like with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic are Adam Payne, a sales training & enablement manager, and Elizabeth Ojo, a product marketing manager at Redox. Thanks for joining, Adam and Elizabeth! I’d love for you to tell us about yourselves, your backgrounds, and your roles.

Elizabeth Ojo: Thank you so much for having us. My name’s Elizabeth and I am a pharmacist by training actually. I’ve been in the health tech industry for a number of years, and something that I’m really passionate about is bringing more clinicians into this space and working on the software side to improve what the clinical experience is like for clinicians as they’re trying to take care of their patients.

For three years I worked as an implementation manager at Epic Systems in Madison, Wisconsin. Since leaving that role, I’ve been expanding my responsibilities in terms of working more in the product space and digging deeper into how and why the software is created, and moving away from more of the implementation.

In my role here at Redox, I’m the product marketing manager for our core product, as well as our clinical network product. What I’m responsible for is making sure that when our really smart developers here at Redox create new products or create new features and want everyone to be really excited about it, what I’m really good at is telling that story of the product.

Our developers are really good at coding and developing and figuring out the what and what it is, and getting all that out the door, but what I’m really good at is breaking down those technical concepts and making it really easy to understand and digest for both my colleagues within the sales department, customer success implementation, but also for the average consumer, the average end user who’s looking to Redox for new features and products.

Not everyone’s a technical persona and they don’t necessarily understand that, so what I really enjoy is breaking down those really highly technical concepts and making it super digestible and super easy for people to understand what it is and why they should care.

SS: Wonderful. Thank you, Elizabeth. Now Adam, how about you tell us a little bit about yourself, your background, your role, and a little bit about your viewpoint on your expertise?

Adam Payne: Well, first off, I claim no expertise. I’m still very much learning, but I will do my best to share anything that might be helpful. I’ve been at Redox for about a year and a half now, and I came here from Gartner most recently in the research space. I spent about 12 years primarily in sales and sales management at the combination of Gartner and CEB, which Gartner had acquired. I went from competing directly against Gartner, selling a different IT research product to working for Gartner. That was always a fun experience. I spent a little bit of time in a new hire onboarding training facilitation role before moving into this job at Redox.

I am still very much growing into this role. This is actually the first time, especially being a team of one in sales enablement at Redox, that I’ve been responsible not only for facilitating training but also for designing it and measuring it, and building the whole stack.

SS: Wonderful. Well, I’m excited to have you both here. I’d love to hear from each of you, given your different backgrounds, what does good training look like to you? Adam, maybe I’ll pass this one back to you.

AP: Absolutely. One thing I’ll mention is good training is really only as good as the reinforcement that it gets. That’s actually one thing we are specifically working on getting better at Redox. I wouldn’t say that historically we have mastered that by any means, but we tend to, as I’m sure many startups could relate, very lean teams, with a lot of different things going on so we tend to move on to the next thing as soon as we’ve delivered the last thing before we get a chance to fully embed that previous concept.

It’s something we are working on slowing down a little bit, but that’s probably the biggest thing for me is how much of it gets reinforced. I know there are plenty of data points out there that something like 90% of training gets lost within 30 days or something like that if it’s not really embedded and reinforced.

SS: Elizabeth, how about you?

EO: That’s a great question. As a clinician, I’ve received a lot of training on software and I’ve also been able to give a lot of training on software at this point in my career. What I notice when training is good is when the teacher or the trainer is assuming the audience is coming in with little to zero background on the topic. What I cannot stand or what I find frustrating at times is when you’re expected to absorb concepts or take on new understanding, but the person who’s doing the teaching is making assumptions about where your base knowledge is or where your assumptions are.

Of course, enforcement is super important, but if the training itself isn’t accessible or isn’t in understandable terms in the first place, it doesn’t really matter how often you repeat it. It’s more important to get to like that base level and come to the level of the learner to make sure that they have the adequate context and base knowledge necessary to learn whatever new concepts you’re teaching. What I like to do is assume when I’m building training that this audience member or this learner is someone who’s basically a new hire with little to zero experience in the industry, making sure that we’re, we’re not using highly technical terms and then when we are explaining those terms.

Once we’re able to speak at the level of the learner, you know, get to their level, that’s when we can start measuring the adoption and doing the reinforcement and seeing whatever the subsequent performance, like what’s changed after the training has been adopted. I think that’s just so important. I think people don’t necessarily consider it. They assume people are coming in with the same base knowledge that they have, and that is not true the vast majority of the time.

SS: Absolutely. Well, thank you both for sharing what you’ve envisioned as good training. I love that. Prior to Highspot, what did your training programs look like and what does training look like now with Highspot? Adam, I’d love to hear your perspective on this one.

AP: Prior to Highspot, especially for new hire onboarding, our reps were given a spreadsheet with a pretty comprehensive list of tasks, a lot of videos to watch people hunt down in the organization and talk to, and lots of things along those lines, and it did actually get the job done surprisingly well, at least for the size organization that we were at the time.

From late 2021 through most of last year, we took our sales team essentially tripled its size. We went from about eight to 10 reps to about 25 or so. We had to pretty quickly revamp a lot of the onboarding materials and so on that topic specifically, so we kept a lot of the content from the spreadsheet that was still very relevant but built it into Highspot as a four-week onboarding program that was a hybrid approach of e-learning lessons and live sessions that we would schedule on their behalf to happen via Zoom. We’re a fully remote company, so we’re not necessarily getting in-person for these events, but that approach has worked really well so far.

The other piece, thinking beyond new hire onboarding is for a while we were running weekly or biweekly sales training sessions where either I would lead it or I would bring in another subject matter expert on whatever the topic of the day was. It wasn’t necessarily following a cohesive narrative to have a theme ongoing. It was basically just kind of a whack-a-mole approach of whatever the topic that people were yelling about lately and needed some training on was what we would train around.

Instead of that, and especially with the product pivot that we’ve worked on that Elizabeth will touch a little bit more on, we’ve shifted instead to several short e-learning lessons throughout the week, Monday through Thursday, and then have a live session on Friday for Q&A office hours to reinforce some of what they went through in the e-learning. That’s been working surprisingly well for us.

SS: Fantastic. Now to that point that you made, Elizabeth, can you share advice on how product marketing and enablement can partner together to develop really effective training?

EO: The PMM team working with Adam has found really great success by bringing to the table where our expertise lies and focusing on frequent – very frequent, including last-minute – communications and updates that are necessary. The way we look at it is that product marketing brings product expertise. We have spent lots of time developing these, updated new materials, these products, and we know what we want to emphasize, and Adam, coming from the sales enablement side, knows the audience extremely well. He is the sales expert, knows their process, knows what their priorities are, but also knows where his team’s gaps are. He knows the front end and we were on the back end with the product.

In addition, we were very, very lucky to have Adam as a partner because he knew the platform very well. He was very comfortable with Highspot. I think in some ways, he is really like a Highspot ninja, you know, being able to take this bulk data that we were coming in from the product marketing perspective and understand the most digestible way that we can present this information so that it’s not giant blocks of text that we’re asking people to consume.

We really leaned into where our knowledge areas were and what we had a process where product marketing would have a deadline or a timeline for getting the data in its raw format and also into like a slide deck presentation so that Adam could then take that information and put it into the appropriate format of Highspot.

This was a process where we would have workshop meetings multiple times a week, where we would just spend that time on the meeting saying, Hey, does this format look great? Hey, I needed clarification on this content, how can we create better quiz questions and things like that? So lots of check-ins throughout the week and really leaning into where our expertise was in product marketing, being the product and with sales enablement being the audience, as well as what the audience’s capacity was for certain pieces of data. I think that’s really what led us to a lot of success in this project.

SS: I love that. You recently rolled out a five-week product and pricing training. I’d love it if you could share what your process was for building and deploying this training and maybe even some of the results that you’re seeing. Elizabeth, can I pass this one back to you to start us off?

EO: Yeah, absolutely. I look back on this five-week training and I’m so proud of the work that we’ve been able to do to execute it. I’m only laughing because I remember our vision back in January and February, initially, we thought the whole scope of rolling out the new products, the new packaging, the new pricing, those three topics could be contained with three one-hour sessions over the course of one week, and that couldn’t be further from the truth.

We realized very quickly that there is actually a bunch of information in here, and the tolerance for our audiences, it’s just not going to work to jam-pack all of this information into three really intense sessions over the course of one week. By the way, we were quickly seeing that the content would be more than just three hours worth of content.

We had a suggestion that instead of trying to jam-pack everything in one week, what if instead we did chunks every day for a couple of weeks and each week would have a specific theme? What we would only be asking our audience to do is to digest no more than about 15 minutes of content each day, Monday through Thursday, and then as Adam said, we would have office hours on Friday where we would have interactive content based on the week’s information.

That completely transformed the way we looked at things. Not only did it give us room and space to focus on week one and the week two content, since that would be first, but it also put a lot of autonomy on the learners, because on Mondays we would roll out about an hour or an hour and a half worth of content with recommended dates that they should digest the content, but it would be up to them to figure out a time during the week to review it before office hours and the in interactive contents on Friday.

I think that was key because it’s pretty intimidating to try to say, I have to find an hour in my week or an hour and a half in my week to review the session, but it’s really easy to say, I just need to find 15 minutes each day before Friday to get this done. I think that that truly just transformed our approach and as what has lent itself to a lot of success versus what our previous approach would’ve been.

SS: I love hearing that. Adam, how about you from through your lens, how did it go?

AP: I’ve actually been really impressed with how well it went, and I echo everything Elizabeth said in terms of the background on that. In terms of even some of the results, one of the more under anticipated items was sometimes I was building the training lessons late at night and was probably a little sleepy and got in the habit of weaving in some random jokes when every time I would caption an image that would be in there. That ended up getting a surprising amount of traction in our internal Slack and got some discussion going. That was one really cool result to see out of that was just being able to engage people with humor, even though I didn’t put a lot of thought into it at the time.

We also launched this primarily as a soft launch in terms of the product itself and still gave people the option to sell on our old packaging at the start. Elizabeth, you can correct me if I’m wrong, but I believe nearly everyone almost immediately jumped into quoting prospects and customers on the new platform because they felt so comfortable with it and it was such an improvement over what we were doing before.

SS: You guys have also seen some amazing results, Adam, as you said. You actually have 84% active learners in your training and coaching programs. What are your best practices for driving the adoption of those training programs?

AP: I think in that particular case we were fortunate that we got such a big spike thanks to Elizabeth and others on running that product pivot. There was a lot of momentum. There was a lot of hype around that. It was such a large thing for the organization to go through, and by the time it happened, the entire company knew about it. Even people who weren’t necessarily mandated to complete the training were coming to me to ask for Highspot access so that they could go through the training on their own time.

I think we were then able to seize on some of that and we were now getting much more mature in our efforts to build out sales plays in Highspot to reinforce some of those concepts and those are starting to get really great feedback. The hope is we’re already seeing a spike as well in the number of salespeople that are sending content to their prospects via the Highspot pitch function. It’s already bleeding into other net positives and hopefully that continues from the training side of things as well.

I think in general the most important thing for us in driving adoption in the training is probably pretty tactical, but we just provide a lot of frequent completion reports to leadership and then help lean on them to stress the importance of it with their team. So again, I’m a team of one, Elizabeth’s part of a very small product marketing team, and we operate from a position of influence but not authority. We do our best to illustrate to people why this training is going to help them make more money. If that isn’t enough, then we lean on their leadership to help enforce it as well.

SS: That’s fantastic. Adam. How do you ensure that training sticks, especially when it requires behavior change? Adam, I’d love for you to give us some of your perspective on this one.

AP: One recent example is we’ve just switched our conversational intelligence tool from Chorus to Gong and I’m really excited to spend a lot more time with what I believe are more mature tracking capabilities to be able to highlight and share best practice customer call snippets with our reps. We’ve already done some of that recently. This is a brand new tool for us and so that’s one thing that we’re looking to drive a little bit more organic sharing of best practices in that sense.

Then the other piece, when it comes to the challenger sales methodology that we started rolling out late last year, we’re still very early in that journey. We’ve gone through some of the training and it’s a lot of reinforcement of some of those concepts. Some of it is building a coaching culture within our sales managers and their teams to embed that in their day-to-day, but driving behavior changes. I’m very much learning the hard way, it is not something that can be done instantaneously, so I’m learning to be patient with it too.

EO: That is everything Adam said, you know, plus, plus, plus. We’re actually currently in the process of making sure it sticks. We’re currently capturing what the post-training metrics look like, as well as evaluating what our follow-up training will look like throughout the summer. It’s never just a train once and you’re done, it’s always about repeating it multiple times.

One thing that is also a big philosophy for me is making sure that we are meeting the learners where they’re at. Adam and I make lots of assumptions about what the best kind of training modality or method or location will be and then the learners actually get to use it, and then they give us really good feedback about what’s working for them.

Maybe we go out and seek the feedback, but we do get feedback on what’s working for them and what isn’t and it’s so important just not to take it personally and actually be flexible and respond to the feedback that we’re receiving. It’s more important that we are responsive to the needs of our audience rather than trying to protect whatever assumptions we had made at the start and we just end up being incorrect about what the sellers actually needed. It’s really about meeting people where they are and really trying to penetrate into people’s assumptions or muscle memory.

One thing that I love to do in previous training, for example, is I’ll get people to un-bookmark all of the outdated materials because they have new ones now. People are just used to certain routines or get stuck into certain ruts and it’s until you actually remove the outdated materials, sunset it and actually follow up and reinforce the new materials. Only then start to just get it.

SS: I think that is fantastic advice, Elizabeth. Thank you, Adam. You guys use the Challenger methodology in your training, which is actually one of Highspot Marketplace partners. I would love to hear more about how you integrated Challenger into your training programs in Highspot.

AP: I was really excited to notice it as part of the Highspot marketplace so that we could embed everything into Highspot instead. That’s one less login to ask people to remember, and it just really allows us to make sure that we can embed Challenger content, not just in the e-learning courses as part of a learning path or something along those lines, but we also do a lot of work to integrate it into our sales process spot and tie in lessons and Challenger templates and things along those lines. Many of our sales plays will incorporate the Challenger resources as reminders and reinforcement that way too.

There’s the training side, which is delivered very well via Highspot, and then I think for me, the added bonus is really not having to have people log into a separate training platform when you’ve already got one. The second aspect was to be able to just embed it throughout Highspot to reinforce it in lots of different places.

SS: I love that. Now, two more questions for you both. We talked a little bit about the metrics from some of the projects that you guys have done, but I’d like to broaden that out to look more broadly across the overarching programs that you guys are running around training. What are some of the key metrics that you look at to determine the success of training? I’d love to hear from both of you on this one.

AP: I can start. This is again, admittedly, very much a development area for me personally. It’s something that I’m still growing into. A few of the things that we do look at are obviously completion percentages that we then share and discuss with leadership to make sure that they’re seeing the action that they want from their team. We are also starting to look at some of the positioning that we’re rolling out. We can quickly see how well that is being used on customer calls and this is pretty new for us. Over time we should also be able to see the impact that might have on win rates and things along those lines as well.

The other piece that I’ve just started weaving in, and Elizabeth I’ll let you jump in next, is on sales play adoption. As we’re building more and more corresponding sales plays to go along with a lot of the sales training with some of the materials embedded there, it’s really great to be able to see for all of those related materials, how often are those getting interacted with, sent to prospects and things like that.

EO: Definitely looking at the sales play adoption, and I really also love to see whatever engagement our audience has with the materials, even after the formal training period is complete because it shows that they’re returning to it, they find it valuable, and even after any sort of required first pass through, they’re engaging, maybe not what the initial trainings, but the resources that have been linked out from those trainings.

Continual engagement with those materials and also any sort of adoption of new language after the training also shows us that it’s really being picked up and that the training was successful, which is again, why I am super excited about our new capabilities using Gong to be able to sort of review these sales calls and try to find instances of how and under what context our seller’s languages have changed based off of the training.

SS: Fantastic. Last question for you both, and thank you so much for all the insights you’ve shared today. How does training influence not only your enablement and marketing goals but also top business priorities and what’s some of the business impact that you’ve seen? Adam, I’d love to hear from you to start and then Elizabeth to close us out.

AP: Great question. I think for some of the top business priorities, Challenger in particular is an important component to the success of several of those. We sell a very technical product typically to a very technical audience at Redox and a lot of the shift in mindset that has been a year plus in the works is taking that conversation much more to a business level.

Even if we might be talking to a software developer about some of the technical workflows that they need Redox to help them drive, we still want to get a much deeper understanding of why they’re trying to do those workflows, and what’s important to them and what’s at risk if that doesn’t happen the way that they need it to. Challenger has been a critical component in helping us adopt that mindset and get our sales team to have that conversation as well.

We don’t necessarily hire people in sales for their technical expertise, so there can be a pretty large barrier, especially at a confidence level to run some of those conversations independently without having to bring a solutions engineer or something into support at a more technical level.

Our space is getting larger and more competitive so in order to continue to grow at the rate that we want to, this is something we really need to master. Challenger in particular is just kind of woven into several of the company’s strategic priorities around launching some of these new products.

EO: Thanks, Adam. I appreciate that. I have a slightly different perspective coming from the product org, which is one of our top business priorities or one of the major impacts that we’ve been looking to make from Redox is allowing our customers, as technical as they are, to build composable experiences. To be able to use our tools and our products to then improve their own product and make sure that their end user, being providers and patients, can have an end-to-end complete experience.

What that means is being flexible and modular so that our customers are able to build these custom workflows depending on what their goals are. Those themes of being flexible and modular and responsive are what this product pivot was all about. I previously mentioned how we initially had scoped three one-hour training sessions and now it moved into 15-minute chunks over five weeks. I mean, that’s the definition of going from one kind of mode and then becoming more flexible and modular.

I feel incredibly happy with the work that we’ve done through that training, but it could only have happened because we had taken those lessons of being more flexible and responsive and modular, and we also had like a corresponding tool to be able to move into that direction because that’s where we’re trying to go, not only in the training but in our goal for building composable experiences for all of our customers. If we’re telling them that they can use our tools to be as flexible and modular and composable as possible, that has to start with how we train our own sellers to be able to do that.

SS: Absolutely. Elizabeth and Adam, thank you both so much for sharing your expertise on our podcast today. I really appreciate it.

AP: Thank you for having us. This has been fun. I appreciate it.

EO: Yeah, same here.

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Andrea Leveroni, the senior manager of customer learning and enablement at Newsela. Thanks for joining, Andrea! I’d love for you to tell us about yourself, your background, and your role.

Andrea Leveroni: Thank you, Shawnna. As mentioned, this is Andrea Leveroni. I am with Newsela and I have been in the education industry for about 20 years, with the last seven years being in sales enablement. Here at Newsela I direct the team on our Highspot learning platforms. It’s a passion of mine to make sure that our teams have what they need when they need it, and not too much time spent finding it. I really love to talk to Highspot all the time about how we can get materials as fast as possible to our sales reps out there on the frontline.

SS: Wonderful. Well, we’re excited to have you on our podcast, Andrea. Now, can you share with us maybe a little bit about what your training programs looked like prior to Highspot?

AL: Of course. Prior to Highspot, we used a separate LMS. It was very cumbersome for our managers to have to compile data from both the LMS and then what we were using for our enablement platform, which was Highspot. The way that we were working to develop rep readiness, we were comparing several different reports and something that wasn’t consistent and we were having to link to our Highspot rather than having everything in one place.

It was a huge selling point when Training and Coaching came about because we had a higher adoption at that point to have everything in one place. Highspot is a known name around new customer organization of where to find what you need, whether it’s Training and Coaching or any of the reference materials as you’re going through a course, you’ll find there as well and you can go back to after the fact.

I think we all have to think about training and coaching as a digestible model, and you want to be able to go back to not just the e-learning, but you want to go back to some of the resources, and being able to have those quickly, readily available in the same platform was game-changing for us.

SS: I love that. You’ve talked about this a little bit, but how have your training programs evolved since you began leveraging Highspot’s Training and Coaching?

AL: We’re very excited about the new upgrade that was just announced with Certification Pass. We are putting four paths in place for certification, and we’re really excited about using the learning paths with these so that we have a progression and we can show that you’re truly certified in an area, whether it be on a product knowledge base or a sales methodology, but we can show your certification in the steps that you took and the learning that you took to get there.

We love that we can add the learning directly into plays, so just an added navigation. If you don’t go back to your learning tab, you can always find your stuff easily, and we can organize it by initiative rather than just on the learning site, the Training and Coaching, we can actually link it to a play too, and it just makes it more engaging and user friendly.

SS: That is amazing evolution, Andrea. I’d love for you to tell us what are some of the most important initiatives that you’re focused on when it comes to training reps, and what’s an example of how you’ve done this?

AL: One of the things I think we have to think about in enablement is onboarding, and this is how long is it going to take for you to be ready to meet with your customers. We just recently overhauled our onboarding process within Highspot, so we really took Training and Coaching to the next level, as mentioned before about certification, but also using these learning paths.

We restructured it in a way that you can look at all 12 weeks of your onboarding in chunks so you have a digestible path for yourself but know that you can come back to these things at a later date. Rep readiness is key to making our sales, and it’s also key to keeping our renewals and making sure that people are properly trained before they’re having customer conversations. It also eliminated where we were onboarding a standalone checklist. Now that we have these learning paths, it has eliminated the checklists, which were built into Google Sheets outside for quick visuals. We really have leveraged rebuilding these things in the learning path with the certifications to make our onboarding program even better.

SS: Amazing. In your opinion, what role would you say training plays in essentially driving behavior change at scale?

AL: We’ve always strived to develop programs that will not only fulfill readiness but also speed to readiness. I know I keep saying this a lot, but it is so important that you’re ready for those customer conversations or those renewal conversations depending on whether you’re an SDR at the very beginning, or a customer success representative on the tail end keeping our renewals. We need to make sure that we have the right training in place so that you have the behaviors that you need to be successful.

The other thing that we love to do as part of our training programs is look at the ability to measure these learning outcomes in comparison to the Salesforce data. Can we, using the Kirkpatrick model, from just getting results to behavior changes, want to make sure that our training is developed full-scale and that they really feel successful in the field?

SS: I love that. What are some of your best practices for driving behavior change in your training programs, and how have you leveraged Highspot to help?

AL: Here what I want to talk about is digestible, bite-sized learning. We all know as learners you have a short amount of time to learn something, first of all, and you can’t digest too much out at once. We talked about onboarding prior, but it can be a firing hose when you come into a new organization. There’s so much you have to learn, so as long as you are building this in digestible chunks, it makes the experience so much better for your new hire and also for your tenure employees.

What we will look at is as we’re building in Highspot, we’re going to look at our courses and lessons and make sure that we have these built in a way that you can go in and out of them and it makes sense and you’re not spending hours and hours trying to learn one piece of the puzzle when we know you just don’t have time for it.

We are also looking at the engaging content. We love to do videos within our courses, and the imagery, and the ability to use Highspot for this. If we have the time to build an articulate rise, go ahead, use those SCORM files, and upload them. We also have been playing around with some HTML5 content that’s created from another tool. We love the fact that Highspot can digest these things because it just makes our content even more engaging.

Then, of course, we like to check for understanding. We are using the video upload or video within for learning and coaching. We want to make sure you have plenty of practice time before you’re in front of the customer and you feel comfortable, and that’s key to success here. Also, the managers just being able to review that, it’s so much coaching that they can provide for their teams, whereas it’s not just coming necessarily from an enablement team member, it’s coming from your managers. Having that visibility from the manager’s perspective to give that feedback is critical.

SS: Absolutely. Now, to drill into that a little bit more, you’ve actually driven a 20% increase in active rep participation in your Training and Coaching programs in Highspot, which is, I have to say, absolutely incredible. What are your best practices for motivating reps to not only participate but really fully engage in the training?

AL: I think it starts with enlisting the support of the managers from the beginning. Your managers are going to drive the accountability and the excitement. If a manager really believes in something and they believe their teams can benefit from it and they’re going to stand behind it, you are going to be that much more successful. I’d also encourage you to find some champions for learning. They can share their experiences. People love to hear from their peers that are out there in the field doing the same work they are. They have a connection to them and they’re credible, so that’s very important too.

Then I would say communicate what’s coming. Communicate the learning plan. Let them know when the courses are going to be available. Let them know when they’re due, and the expectations, and then share those reports with the managers. Here at Newsela, we created a Highspot plate just around reporting for courses that the managers can go to. They can go and pull a report simply instead of having to go through the analytics or rep scorecard, they can pull for their whole entire team and see at a glance where everybody stands.

It’s something I update for them based on the key initiatives of like, hey, what are the e-learnings we’re looking at this month or this quarter? It’s just those particular ones, whereas, if they want to go way back, they could go to the scorecard. I think that that’s important to really, I can’t say this enough, enlist your managers and show them how they can support you through reporting.

SS: Absolutely. Now, you mentioned scorecards and really the key role that’s played in your strategy. How do you leverage scorecards to understand what good looks like when it comes to training impact on rep behavior and the success of your initiatives?

AL: Scorecards really help us identify trends. If we launch something and we see that the play is being utilized, that’s a bonus, but what if we see that there is content that we were hoping they would’ve been clicking on from the session that’s not necessarily being used? That gives us an opportunity to increase the communication around those parts and pieces that might not be fully utilized and remind people that they are there, or it’s a reminder to us when we think about the marketing materials like, did we create the right stuff? Is there room to create something different? Why are they using it? Why are they not using it?

Then, finally, really taking the comparison against Salesforce data to say, okay, have we driven revenue or renewal based on this new initiative in response to looking at where we are with the play consumption of how much content they’ve used and what kind of training they’ve completed?

SS: That’s amazing. Now, last question for you, Andrea. What is the value that training can have on the business? I’d love to understand how you reinforce that value with your stakeholders.

AL: Absolutely. We are all here to drive business outcomes. I think we can all agree on that. Training is made available to help us excel at what we enjoy doing all day long and throughout our customer journey. If you’re not a happy salesperson it’s a problem. Salespeople are the happiest people, they’re outgoing, and really what we want to be designing from a training perspective is usable material. I want to show you the value and what I built for you is going to go out and help you close a deal. It’s going to help you renew a deal. It’s going to make you better in your conversations as far as building relationships. It’s really key to make sure that whatever we have developed in our training really does provide value.

If it didn’t, because I know we don’t always operate on a hundred percent cylinders all the time, then what we want to know is your feedback. I think it’s also important to ask for feedback and show them where you have integrated their feedback to make it better. See if you had something that you launched and it wasn’t really showing them the value you were hoping for, you’re like, gosh, they’re really not taking this to heart. I don’t see a behavior change. Why is that? Why did they not feel valued in that? How can I go back and make it better and then show them that I used their feedback and they were valuable in the process of making it better?

Really, I can’t say this enough, too is like using your managers, using your peers. You really have to get those champions behind you to make sure that these experiences are shared with a wide audience so that everyone can fulfill their roles even to a higher level than they ever thought possible.

SS: Amazing, Andrea. Thank you so much for joining us today. I really appreciate the insights that you’ve shared.

AL: Thank you so much, Shawnna.

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Vincent Drapeau, director of sales training at Intralinks. Thanks for joining, Vincent! I’d love for you to tell us about yourself, your background, and your role.

Vincent Drapeau: Thank you, Shawnna. It’s my pleasure to be here. As you said, I’m the director of sales training for Intralinks. We are in the financial services tech world, so we really serve a tech component to financial services institutions. I manage a team of five, but I started as a sales trainer and that was already almost 10 years ago.

I jumped in a little bit by accident after having spent some time in the tech world, in that company, in their competitors and I learned the job of sales enablement and sales training on the go. I’ve seen the practice of sales enablement moving from L&D to sales, to becoming sales enablement, and I think we’ll be speaking about that today.

SS: Absolutely. On LinkedIn you actually share that you are, in quotes, inventing the future of revenue enablement, and with the future comes change. Can you share a little bit about how you think about inventing the future to adapt to change in your training programs?

VD: Yes. On my LinkedIn profile, I mentioned that I want to take part in inventing the future of sales enablement. Actually, this is stolen from Highspot themselves. As I said, I grew with the practice, and revenue enablement has grown a lot in the last 10 years, and we now have a multitude of vendors helping companies enable their sales force, and I think the reason behind it is because the selling motion, but also like the changes that that sales organization like ours have to face is increasing.

There is more and more change every year in the strategy. A lot more companies have to be agile in the market that we serve and have to rethink their strategy, maybe not like their long-term strategy all the time, but like every month, every quarter new elements, a new piece of strategy is evolving, or a new tool is being added in front of the salespeople. There has been a need to streamline a little bit how we equip salespeople so they can be reactive to change in their workspace.

SS: Absolutely. Now, Vincent, before Highspot, what did your training programs look like at Interlinks?

VD: Before Highspot, we were talking about training, and when I started, it was all about, ‘let’s put 400 people into a WebEx, and let’s tell them something for one hour’. People would stop what they are doing to join this WebEx, but not necessarily paying their full attention, probably multitasking at the same time, and some of them not joining. We would have a lot of issues tracking who’s joined, and who’s not joined. We were thinking about whether are we going to give them a recording of one hour of you talking. How are you going to make sure that they watched that recording if they didn’t join the live training? That’s what training used to look like. I mean, there was already some e-learning, there was already a bit more than those WebEx, but really that’s the world we come from, last minute, let’s organize a WebEx training, we want to communicate something to sales, let’s organize a one hour WebEx conversation.

SS: Very interesting. How would you say your training programs have evolved since deploying Highspot training and coaching, and back to my initial question, how has that helped you essentially invent the future for enablement at your company?

VD: Yes. I think what is very important in what Highspot provides, but in general, what you can try to do with a better sales enablement strategy or better training is to really embed the training component within everything else. The definition of a new initiative, why it’s important, what you are trying to achieve, and what the salesperson needs to learn and do differently.

It’s not all about training, there is an element of communication and if we are talking about new go-to-market initiatives, maybe penetrating a new industry or reinforcing messages on specific customer use cases. The salespeople need to use the material that they’ve learned or that they’ve used during their learning to then share it with their customers.

Highspot training and coaching, and Highspot in general, provides one single platform where the same user experience is used by salespeople, the same user interface is used to interact with content that I can share with the customer, content that I used for my own learning, my own education, and then maybe the practice environment where I’m going to practice how to deliver that content to customers.

I think that integration, that’s what has changed and that’s what helped us in providing more training. As I said earlier on, there is more and more change coming up, so every year a salesperson will go through new initiatives and new tools to learn multiple times so integration is very important.

SS: Absolutely. You teed up the next question perfectly, Vincent. How do you prepare reps to navigate change through training?

VD: I think that’s something I could also add back to the previous question. The idea of that one single platform that is used to host any type of communication document that a person needs to know allows us to integrate into the life of a salesperson from day one. I think if by day one you immerse them into an ecosystem and it happens to be supported by Highspot at Intralinks, but whatever an ecosystem that prepares them for communication and a learning experience, that prepares them for continuous change coming up across, but of course, change management is also a big communication effort.

Communicate as early as you can kick off, continue communicating and release your trainings before the change actually has to happen. For example, if you want new tools to go live on June 1st, release the training on May 15th and give them the time to get ready to learn before the actual event kicks off.

SS: I love that. Those are some great tips and tricks. Now I am curious, oftentimes putting together training means collaborating with a lot of subject matter experts across the organization. How do you collaborate with your SMEs and sales leaders to continuously improve your training programs?

VD: Yes, we are lucky at Interlinks to have a project management organization that really takes those questions early on in advance. They have built a very regular cadence to discuss with a very small working group where sales enablement is often invited first for our own education, but also to know what’s maybe changing and coming up. I think having that communication, that regular cadence where people at the sales involvement level are invited helps a lot to know what’s coming up and build the relationship with the SMEs.

When you need that specific SME for a specific initiative, you have to build a conversation and the communication or the relationship already. Our PM team also involves and invites sales leaders to those questions, and to those meetings, so that really helps as well to prepare the sales leader to integrate them into the change management or into the preparation of the training.

In my team, I have a trainer in each of our main geos and I get those trainers in front of the managers, and the sales leaders of every sub-location so that they constantly are in front of our sales leader building those relationships and making sure that messages are reinforced and then new messaging coming up can be anticipated.

SS: Outside of delivering lessons and courses to your sales reps, how do you reinforce training after it’s been rolled out? How do you involve frontline managers to continue to help reinforce training through their coaching efforts?

VD: Great question. I mean, this is the key, right? Delivering lessons and courses is just not enough, we have to think about that ecosystem of what is your learning objective, what will be a component of your learning, and there is the lesson and the course on the platform, but maybe there is also still an element of live training. Nowadays, we are really looking into, how you use that live in-person or virtual Zoom teams component of your training.

Do you use one hour of your sales reps’ time to tell them what to learn, or do you actually use that time to make them practice in small groups? Something they’ve learned, maybe, for example, in e-learning as pre-work. You can use tools such as sales plays, which is a feature of Highspot that really organizes content either as a pre-work, or post-work for them to really categorize the information they need to learn where they can say to customers, where they can show to customers, share with the customer.

Then, for management involvement, this is very important. I think we’ll touch on that in a minute, but you try to really hone on the managers to get them to try completion and show completion of training and to help them. Maybe you give them some activities around grading some video questions, for example, such as a pitch or a demo. Of course, you can let the manager and you encourage the manager to continue the reinforcement of the learning through role play, for example, and I think that’s something that’s coming into the platform that we are waiting for a little bit more. How do we encourage the role play setting directly within the Highspot learning environment so that you ensure yourself, as a sales department person, that the manager indeed did their follow-up part of the training? That’s coming up.

SS: I love that. You joined us at our annual user conference last fall, Spark ‘22, and you were recognized for driving incredible adoption of training and coaching at Interlinks. Can you share some best practices therefore how you drive the adoption of your training programs?

VD: Yes, absolutely. First of all, it was an honor to be recognized at Spark ‘22, so thank you again. I think what happened is that when we joined Highspot Training and Coaching, we were Highspot users already, but we did have our training and coaching on another platform and we migrated, but we already had some very strong, robust processes around training reinforcement.

As I was preparing for this podcast, the key part is something that we want to continue to re-think is to make training mandatory. On an onboarding program, it’s pretty easy. You have a person joining and for the first two months, all they can really do is to be trained. You can easily put in place some processes to track the fact that the mandatory training is completed. We do a welcome call personalized for every new hire on day one to make sure that they get started and that they do utilize the material that has been crafted for and consistently updated.

Beyond onboarding, helping the managers to track completion, to ensure completion, to give them all the tools together really help you to have great immersion of training and I think that’s what gives us such great numbers that Highspot recognizes is because we had those processes to help enforcement completion of training.

I think that’s a caveat for the future. I think we want to be able to rethink onboarding a little bit in the future. Today, we have that attention span of a new hire for two months, but we try to cram way too much information for a new hire on that onboarding program because we want to use that advantage of, it’s mandatory, it’s two months, it’s the time where it makes more sense for them to concentrate on training more than field activities, for example, but it’s also not enough because you give them skills that they are not maybe able to hone right away.

You would like to be able to elaborate more on mandatory post-onboarding months three to six for example, or six months to one year, so that’s going to be our work for the rest of 2023 and 2024 thinking of how we continue and improve there.

SS: This is really interesting, Vincent. To drill a little bit deeper, I’d love to understand what are the most important initiatives that you have focused on training reps in, and what is an example of how you’ve done this?

VD: As I said earlier on, there is so much more to absorb in a typical year for a salesperson in tech specifically, I think it’s the same in many other industries than it used to be before. From sales kickoff in January, and February, all the way down to the end of your fiscal year. As a sales rep, you know that what you will be doing in Q1 might be slightly different than what you’re gonna be doing in Q2, Q3, and Q4 because either because the industry, our marketing team, or our go-to-market team, will provide you access to new material to target or retarget specific subset of customers.

For example, we serve the financial services world. An event like the latest banking crisis that we’ve seen in the US in March or April, how do we respond to that and how can we do a small campaign to a subset of sales reps so that they can target their messages to the right person at the right time to seize the opportunities that may arise from a situation like this.

In this type of situation, depending on the market, it happens all the time. To this, you add new products that you try to go to market with so that you create more value for your customers and then, then you add the new tools that you want to develop and deploy for salespeople to improve their productivity, so all of a sudden, during your year, there is a lot to learn and a lot to navigate through, so streamlining is very important.

SS: Absolutely. Now on the topic of streamlining, what overall business metrics do you use to really understand if your training programs are having the desired impact, and how do you correlate that success with the work that you’re doing in Highspot?

VD: That’s the million-dollar question all the time. What’s the return on investment of training, of a trainer, or of a platform that you purchase for training? It’s always difficult. I think we’re not talking about marginal gain because I think it’s much more than this. It’s sometimes difficult to look at metrics for each individual training program training campaign, but you have to look at the idea of the learning culture that you are building in your sales organization.

Do people adapt to change and adapt to change quickly to all those numerous changes that we were mentioning above? I think you can measure that. Do people feel completely lost after two months of launching a go-to-market initiative? Do you see the result in your opportunity creation in that particular field? There is a lot that can be measured.

Highspot helps with that. With the pitching, linking pitching documents to customers, to those customers that are currently registered or recorded in Salesforce as being tagged on that opportunity, you can start putting dollar amounts behind the way you govern your sales portal, like plays, so that that really helps to really show the impact of programs in general. I think training alone is not enough, it’s really like how the programs impact the company and the numbers.

SS: Wonderful. The last question for you, Vincent. This has been fantastic. To close, what would you say one thing is that you’d like our audience to take away from this conversation around what good sales training looks like.

VD: It’s all about that integration, so you want to integrate your training into your overall learning objective. What do you want to accomplish? What do you want your reps to do differently today than before? How are you going to make sure that beyond that learning moment, you’re going to make sure that you’re going to measure that it’s actually being done in the field?

There’s that element of integration, and then the second element is integrating training itself into the overall window of how people consume information and consume change, and training is only one element of it. Think of the wider vision, not just the listening, not just the course, not just sales training or sales enablement within the company, but the overall picture of everything.

SS: I love that. Vincent, thank you so much for joining us today.

VD: Thank you for having me.

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Lisa Anderson, the Head of People & Organizational Development at Highspot. Thanks for joining Lisa! I’d love for you to tell us about yourself, your background, and your role here at Highspot.

Lisa Anderson: Thank you, Shawnna. I’m really happy to be here. This is actually one of my favorite topics. As you said, I’m the Head of People & Organizational Development, and my team is responsible for talent enablement, organizational development, or OD as it’s known, and learning and development for individual contributors, managers, and leaders. 

I think of the team as force multipliers. I personally get a lot of joy from enabling people to utilize their skills and talents so they can thrive and contribute to something bigger than themselves. My expertise lies in the areas that I’m fortunate enough to work on here at Highspot, OD, talent management, organizational design, change management, executive coaching, and leadership development. Most of my career has been spent in Fortune 500 companies, including Dell and formerly EMC and Microsoft doing work that focuses on developing people and creating cultures that maximize their success and business results. 

SS: I’m excited to have you here, Lisa, and having been a recipient of many of your programs at Highspot, I have to say, you put together phenomenal programs. On LinkedIn, you actually share that you center a lot of your HR work to align with the company’s business strategy, however, you also want to make sure that you’re fostering environments for people to do great work. How do you approach the business strategy and the objectives with a people-first approach?

LA: I strongly believe in the power of strategic HR to positively impact business results and employee experiences, and I think that great culture and business results can coexist and should coexist. We are here to create a successful business. That’s why people have joined Highspot and I believe that starts with empowering employees and creating a great culture where people want to stay and can grow and leverage their skills and talents and do their best work.

It’s not just me. There’s plenty of research that supports that. My own personal philosophy is that most people want to do great work and use their unique skills and talents, and so I think it’s our job, HR, leaders and managers, to ensure that we’re maximizing the potential of our employees and aligning their work to company goals and strategy.

SS: I love that. Now I want to talk about the topic at hand, which is really focused on this change management component. Can you tell us what change management means from an organizational development perspective? 

LA: Change management from an organizational development perspective means that there’s a planned approach in place to guide the organization to achieve the goals of the change. So why is that important? Well, you mentioned it early, the HBR statistics about the failure of change initiatives. It’s pretty startling and so I think that if a company is going to make a decision to make a change, then you want to achieve the goals of that change, but change, regardless of the kind of goal, can be really disruptive to a business and to employees.

The purpose of change management is to support the company and the employees to achieve that desired outcome. Basically, you want to do what you can to minimize the disruption of change to get to that goal. 

SS: Absolutely. So to ask maybe one of the harder questions of today, why is change management often necessary, especially in the current economic climate?

LA: Yes, you’re right and it is always necessary. I think it’s especially important now because this economic climate has turned up the dial on the need for businesses to be effective and efficient. It’s always important, but especially important now and with any large change there’s a dip in productivity as people react to the change they have their own internal reaction to it, and as they land on their feet and figure out what it means for them. This dip in productivity is predictable. The importance of change management is that it can minimize the depth of the dip and the duration of the dip, and that’s ultimately what we want to do. We want to make it as the least disruptive as possible. 

SS: Absolutely. What advice do you have for organizations to prepare employees on how to navigate change, and in particular, for our enablement audience, how can training programs help here? 

LA: Training helps people become more conscious of their reactions to change. Different people have different reactions, and I think most of us want to say, oh, I love change, I’m great with change, but you know, humans really are not wired like that. We don’t go through it that elegantly, so learning about your own reaction and what trips you up is really helpful, so you can be conscious and just help yourself through it.

Training also helps to ensure that employees know what’s expected. That’s really important. When a change is implemented, do people understand what the new processes are? Maybe it’s a new way of working, or maybe roles and responsibilities are changed, so making sure that people know what the processes are and they know how to use new tools, do they know how their work has changed and who they’ll be working with? There may be handoffs or dependencies that are different. Those are really important things that can be addressed in training. 

Another thing that’s important is knowing how key decisions will be made, and that means who will be involved in the decision and ultimately who makes it. One of the biggest areas that have been impacted the most by change is clarity when it comes to decision-making. That’s one that I really like to invest in. Let’s say you are an organization and you’re going to have a reorg, but you know that you have either a big release coming up or you have an event coming up. To take people through that change and talk through what might that look like and work through the details before it’s actual life is really helpful.

SS: I love that as a best practice. On that note, we’re actually focusing thematically on what good looks like, so I’d love to get your perspective. What would you say that good training looks like when it comes to navigating change? 

LA: I would say clarity regarding goals, roles, and processes is the number one thing. It’s really easy after a change for there to be discord afterward, conflict with people, and usually, it has to do with either roles, goals, or processes being unclear. That’s a really important place to start and, as well, when we talk about goals, not only what are the company goals and what are the team goals, but what are my goals and how did they align?

Dan Pink talks about intrinsic motivators, autonomy, mastery, and purpose. People want to contribute to something bigger than them, and so that’s why it’s important to really make sure that people understand how their goals are aligned. Then, what is my role and who do I work with? I talked a little bit about that and clarified the handoffs. I talked about that a bit about the processes, so I used to work with one person and now I’m going to work with someone else. 

You want to get ahead of any issues so you can identify if there are gaps or there are overlaps. I’m doing steps A, B, and C, and you’re doing D, E, F, and the person you work with says, oh, I thought I was doing C, or none of us are doing C. In training, you can have those kinds of conversations, and get ahead of it before it actually happens.

Good training also is an opportunity for leaders to share the reasons for the change. It’s not just the tactical, but what does my job look like and who do I work with, but to pop up to the big why and have people feel inspired because it’s working to go through a change and you want people to be invested and see what’s possible for them. Having a North Star is really important for motivation and buy-in, so that’s another thing to do in good training. 

I would say as a result of what I’ve just shared, good training would be a combination of skill building and scenario planning to provide and understand some frameworks that people can leverage and then apply those frameworks to an opportunity that’s coming up like I was saying, a release or an event so groups of people can get tactical about what their world might look like as a result of the change. I call that running water through the pipes. Ideally, you would do that with people that you work with, so you could talk through it before you’re in the thick of it. 

SS: I love those best practices. I want to drill in a little bit because you talked about the importance of motivation and I think when times are tough, keeping up with quota while adjusting to change can be really challenging for sales reps. How can enablement leaders and sales leaders motivate sales reps and really ease the process of change?

LA: Well, I do think for any change, but especially for folks who have a quota to meet, the leader’s job in change is to clarify the purpose of the change and paint a compelling picture of what’s possible as a result of the change. Then have really active two-way communication. That’s important because it’s not only so leaders can communicate changes, but then reps can communicate what’s working, what needs to be adjusted, and where they need more information or context, or support.

In the situation of introducing a new tool, let’s say, it’s really important that leaders get that information quickly about whether this tool is not doing what we thought it was going to do, or this tool needs to be tweaked a little bit, whatever it is. Having that two-way dialogue is very important.

Another thing leaders can do is facilitate peer-to-peer learning. Get people in a room who do the same or similar job and help have them help each other. It’s a really underutilized but very effective way to learn peer-to-peer learning, and it gives people opportunities to learn and it also gives people opportunities to shine. That’s another thing that leaders can do.

I think the bottom line is leaders need to ensure that people know what’s expected of them. They need to eliminate any barriers and ensure people have the appropriate tools. I would say that people want to have challenging jobs, but not challenging them for the wrong reasons. Not this thing that should take me 15 minutes is taking me 45 minutes as an example, so I think those are some of the things that leaders can do to motivate sales reps and ease the process of change.

SS: Fantastic advice. Now, I know, especially at Highspot, we like to take a data-informed approach. I’d love to learn from you, what are some metrics you recommend tracking when driving change and how can Highspot maybe even help with this?

LA: I’m a big fan of taking a data-informed approach, and I think it’s important to have quantitative data and not to disregard qualitative data. Feedback is valuable from folks within the organizational system to find out what’s landing and what needs modifying. Certainly something like a short pulse survey that you could launch a couple of months or a couple of weeks after some changes have been implemented. Those are great because they help leaders understand what’s working and where a course correction is needed. 

I think in terms of how Highspot can help, our Training and Coaching courses are a great opportunity to test knowledge of new processes. At the beginning when you roll something out and then a couple of weeks or a couple of months into it to see what people know, not from a punitive perspective, but as a guide to know where we need to continue to invest in our education. Then, of course, one of the things that we are known for, which is so great, is using Highspot to track usage of the enablement process guidelines and other related documentation to see we have this information, not only are people using it, but also is it hitting the mark. So do we need to create something shorter? Do we need to create something with more context? Do we need a video? There are lots of ways that Highspot can help track changes and help people to track changes.

SS: Fantastic. Last question for you, Lisa. This has been phenomenal. Can you share advice on making a change stick? 

LA: I think making people stakeholders in the change makes it stick. Change is not something that happens to people, but change is something that they are a part of creating. If people have a sense of ownership, it will land in a completely different way. Rewarding behavior change and enabling people to have quick wins in a new way and making change an opportunity to learn and share information, meaning it’s not a one-and-done thing, but there’s an iterative approach to checking in, adapting, checking in, adapting, sharing information, and then being really clear about what the goals are and making that compelling so everyone understands the why. Change isn’t necessarily easy, but really making that North Star compelling so people are willing to go through the process and reap the rewards and enjoy the celebration of the destination.

SS: Lisa, thank you so much for sharing best practices around change management with our audience. I really appreciate your time and your thought leadership. 

LA: My pleasure. It’s a fun topic for me to talk about.

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Stephanie Aylward, the manager of revenue enablement at Fastly. Thanks for joining, Stephanie! I’d love for you to tell us about yourself, your background, and your role.

Stephanie Aylward: I manage the revenue enablement team at Fastly. If you aren’t familiar with Fastly, we serve about 20% of all internet traffic. For the revenue enablement team, we are a mighty team of two, and we support about 250 reps across sales, SDR, account management, and sales engineering. I’ve formally been in the enablement space for about four years, and prior to that, I spent about 10 years in various sales and sales management roles.

SS: I’m excited to have you join us here today. Now, you actually spoke at our annual conference, Spark ‘22, last year in the fall on a panel around developing future-focused training programs. Stephanie, I’d love to hear from you directly for our audience. In your opinion, what does it mean to have training that is built for the future?

SA: I think it really takes into consideration a global workforce and a variety of learning styles. With traditional live “training”, it’s hard to tailor it to different types of learners if you’re talking to someone, and with a global workforce, it’s hard to find presenters that can speak for all the time zones, plus not everyone can join at certain times because they may have customer meetings. From my perspective, training for the future would be self-paced, so a rep can absorb it on their own time. It would have a variety of different learning mediums, like texts, short videos, knowledge checks, Gong snippets, and infographics, and in a perfect world, it would have manager reinforcement, like a rubric for a stand and deliver.

SS: I love those. I think those are really straightforward. Now, from your perspective and your experience, what does good sales training look like?

SA: I think it really looks like everything I mentioned above, which is what we’re striving for. We are not perfect. It’s definitely a journey, but that is really what we are striving for. The only thing I’d add to what I said is that like when you do it, it shouldn’t just be one and done. After launch, you have to take careful consideration of how you’re going to fold it into ever-boarding so that content that you work so hard to curate does not get buried in a course. You want it to be extracted and to be very findable later so that existing reps can go back to it.

You also need to consider how it gets folded into onboarding and if it gets folded into onboarding. With everything I mentioned, there’s also just being careful that you’re not including items like long videos, names, pricing, or anything that can get dated quickly because that can be difficult to maintain.

SS: Absolutely. You guys leverage, at Fastly, Highspot Training, and Coaching. I’d love to understand how you leveraged that to implement what good looks like as you’ve just described it.

SA: First I want to say I’m very lucky to have someone on my team with a background in instructional design. She’s very creative and very good at incorporating a lot of those items that I mentioned. She also has a background in teaching, so really understands the importance of catering to all different kinds of learners.

She uses Training and Coaching, and I can kind of give you an example if that helps. We purchased a security company a few years ago called Signal Sciences. At that time, none of our reps had a background in selling security, so we had to bring them all up to speed on the security landscape, our buyers, how the solution solved buyers’ problems, and a high-level elevator pitch. We used Training and Coaching for that. That was our first really big initiative that we used it for because it really allowed reps to absorb new information on their own time in their own way, and then kind of have a capstone at the end where they were delivering their pitch or their manager and getting signed off. It was an enormous cross-functional project and we did all of that with Training and Coaching.

SS: That is a very impressive example. Now, from your experience, how can training boost productivity and what are some of the best practices that you’ve really found success with?

SA: I think from my perspective in terms of boosting productivity, training can absolutely shorten the ramp of achieving a really big behavior change. Going back to my Signal Sciences example, we have something completely new, like how are we going to achieve this big behavior change of getting reps to sell security? When we do have those big initiatives, training can close the time it takes to achieve that big shift in the sales organization, and from my experience, to do it well, you really have to connect all the dots for reps.

So why are we doing this? What are our customers’ problems? How does this solution address them? But, also, by the way, here are actionable things you can use. Here are email templates, and talk tracks, here’s external-facing collateral you can use. In some sense, it can’t just be training, it’s more of let’s package everything all together and just hand them a toolkit on a silver platter that they can use to get up and running quickly and put all of this education into action. I think that is, collectively, what can boost productivity.

SS: I love that. Now, one best practice that you also mentioned in your panel discussion is the use of a readiness council to gather feedback on training. Can you share with our audience more about what this council is and how it’s helped you optimize your training?

SA: Every quarter I have a small group of about five sellers, SDRs, AMs, and SEs, and I lean on them to help us build content or to review a dry run of training before it goes live. While I mentioned that Training and Coaching are ideally what we use for everything, we still do some of our training live if it’s a time-sensitive initiative.

For example, for training we’re working on right now for a new product line, we use the Sales Readiness Council to give input on the training outline before our subject matter experts build it. We also had them sit in on the dry run and interject with questions, comments, concerns, suggestions, and things like that as the presenters went through it. We purposefully select people who like to participate in these big company initiatives and people that will speak up with candid feedback, because we don’t want to just hear, oh, you know, oh, this is great, we love it. We really are looking for constructive criticism so that we can fine-tune the training, we can make sure we didn’t miss anything, and ultimately deliver a better outcome.

In some cases, we’ve done the dry run and it’s gone a little bit rogue and it was in those moments that we realized we needed to slow down and revisit the outline and what we were trying to achieve. It has been effective in either fine-tuning something that’s almost there or in some cases making us rethink how we approach something.

SS: In addition to the feedback that you’re gathering, how else do you measure the success of training at your organization and how do you leverage Highspot to assess impact?

SA: At the moment we are really big on survey feedback and completion. We use SurveyMonkey for surveys. We have that embedded into the Highspot Training and Coaching learning paths, and then we leverage Highspot to track completion. Where we’re headed for our next phase is we want to be looking at the same pane of glass that sales are looking at in order to drive decisions on what we focus on. Ideally use the exact same metrics they’d be using, like opportunities created, pipeline created, conversion rate, closed-won deals by product line, and things like that. As a company, we are still young so I know our analytics folks are working hard to build that dashboard, and once we have it, we are excited to be able to leverage that along with many other teams at Fastly.

SS: Well that sounds like fantastic progress. Now, what are some of the business results that you’ve achieved through the training programs that you’ve created and delivered?

SA: If I take a step back, I think it’s sometimes hard in our space to make a direct correlation between training programs only and business results, but that said, and from my experience, I think when your company has a big strategic initiative and everyone is all in on it, so you have the backing of your CRO, marketing is involved, sales operations is involved in many different functions, you can have an incredible impact. If I go back to that security example and the acquisition, when we first bought that company, everyone doubled down. All of those teams that I mentioned and then all of their efforts combined with our enablement efforts I think is what really produces very effective business results. Now the security side of our business is doing very well post-acquisition.

A more recent example is we are currently rolling out force management, which is our sales methodology. Our sales cycles are long. We are less than a year in, so it’s a little early to report on business results, but we are getting good feedback and traction there.

SS: Those are still very impressive results. Now to close, I’d love to learn more about your predictions for the future of training at your organization. How will your training programs evolve in the next year, and how do you envision leveraging Highspot training and coaching throughout that evolution?

SA: Great question. I think for us it’s going to become more about ‘less is more’ which I think ties nicely to our current economic climate and the current state of the tech industry. Our company is evolving rapidly, so we have many initiatives and there are many requests to get in front of sales. This year we’re really going to force our sales leaders to prioritize what gets attention and what doesn’t so that we can spend 80% of our time on the 20% of things that matter and then we’ll actually move the needle.

That would be what my prediction is. As teams get smaller you really do have to be very careful about what you say yes to and what you say no to, because that way when you do say yes to the most important things, you can really double down and create programs that mirror what I spoke about earlier of what we’re striving for where we are using Training and Coaching, we’re including tons of different learning mediums. We’re careful not to include content that could get dated and really build out like very powerful programs versus if when you try to do it all, you have to be light in many areas and you can’t make as big of an impact.

SS: Thank you so much for joining us, Stephanie. I really appreciate you sharing your insights.

SA: Thank you.

SS: To our audience, thanks for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Debra Bonomi, global sales enablement manager at Rakuten Advertising. Thanks for joining, Debra! I’d love for you to tell us about yourself, your background, and your role.

Debra Bonomi: Hi Shawnna. Thank you so much for having me here today. I really am looking forward to this conversation. I definitely have a very diverse background in training and development. I started out in retail, then I joined a training and consulting firm, and then went into real estate, and now I’m currently in affiliate marketing.

Although I have very diverse industries, all of my positions in those past jobs consisted of training and development. Since building our Highspot training, I have moved into a new role even within Rakuten Advertising from the sales enablement manager for global sales and client service teams, to now the learning and development manager for all global teams.

SS: Debra, we’re excited to have you here, especially given your expertise and your background. Now, you call yourself a professional learner and you focus a lot on professional development, including taking some of our courses that my team recently built out inside of Highspot University. Thank you for taking those, we would love any feedback, by the way, after this podcast. How do you think ongoing training benefits you personally?

DB: I do love those training courses. One of my top five strengths in StrengthFinder assessments is learner, and that truly does describe me. I have always had a quench for knowledge, and this has helped me in so many aspects of my life personally, and professionally, being a mom, friend, and peer, really with everyone that I interact with.

I think by approaching every interaction I have from a standpoint of being open and open to listening, I learn. I’m grateful for all my interactions with people since I learned different perspectives or from their experiences that I would never have learned on my own. This has been one of the major reasons why I can jump industries and excel so quickly and it’s also enabled me to be a resource for teams that I support.

SS: Now you touched on this a little bit in your introduction, but you also have a unique background where you have some experience in business development and project management. How do you think that this impacts your approach to sales enablement and training?

DB: I think because of my experiences in both, I understand that if you build a solid foundation, there’s no limit to what can be achieved, and this ironically makes it more agile. I put a lot of time and effort into building the foundation of any of the enablement programs I’ve been involved with and the trainings. Some people can do this as taking a step backward before we move forward, but I don’t. I know it is vital for successful outcomes. My prep and discovery phase takes the most time in all of the projects that I’m involved with.

I eagerly seek out skill gaps, process needs, communication needs, and desired results, and I’m constantly asking why and so what to myself. I talk with the stakeholder from every stage of the funnel or process involved in what I’m building, so that the training is comprehensive. It makes sense, and it also can include those nuggets or tips that fill in the gap.

SS: I love that. Highspot right now is really trying to help our other customers understand what good looks like, so I would love to get your perspective and your opinion on what good looks like when it comes to sales training.

DB: I struggle with this as well. I tend to want to keep going until the training covers 110% or gives results that are 110%. I’m definitely working on this myself, but at its core, I feel like good training is when the sales teams know their goals, they have the tools to achieve these goals, they know how to use those tools, and then give them a platform to share real-time feedback. A sales rep’s role changes with each client or prospect interaction, so enablement and L&D have to be as agile to support them and whether it is content needs or company information, industry insights, or any data needed to support building that client rep relationship.
I think a key change we have made here at Rakuten to our training since rolling out Highspot, which we learned from your platform is breaking down trainings into modules. Instead of having hour-long sessions, we’re now starting to create short targeted trainings that are task or skill specific. This way we keep the learner’s attention as well as when the reps go back if they are trained on something, and then they don’t need to have that information for say, four months, whether it’s like filling out a part of a contract. This way when the rep goes back, they don’t have to scroll through hour-long videos like they used to try to find that section. They can just go right to the targeted video, which has been fantastic.

SS: I love that, and that’s always fantastic to hear. Now, I know that you are passionate and love learning, but how do you share your love for learning with your sales reps to really motivate them to improve their knowledge and skills?

DB: I love this question. No pun intended. First I establish relationships with them to truly understand them and their needs, and then to get their buy-in. I think sometimes I do this as individuals and sometimes I do it at the team level, but I do the same things regardless of either of those. I find out what their background is, what their pain points are, what would make their job easier and more enjoyable, and what they need to achieve their success, and then I deliver. I think that’s the most important thing.

Every time I deliver on anything that I’ve interacted with them or inquired with them, I can see their shoulders relaxing. I see them smiling more, and then I start to see them joining more and more of my future training sessions because I’ve built that trust with them. I love my job and I’m not just saying that. I truly love not only learning about this new industry and learning about what I can do to help people, so it’s easy for me to be authentic in my enthusiasm and my support.

SS: Well, I love that, and no pun intended to that as well. Now you have 98% active participation in your training and coaching courses in Highspot, so clearly you’re doing something right and your reps love it. Can you share best practices for how you drive rep engagement in your learning programs in Highspot?

DB: Sure, I’d love to. First and foremost, one of the key learnings from your Spark Conference in 2022, which was my first ever attending, one of the key learnings that we walked away with was to get senior leadership buy-in, and that message was driven home repeatedly at your conference, and we got it. One of our major training releases recently was with our CRM, SalesForce, and the need was identified by our CFO.
It was a perfect opportunity to get our CFO and our CEO to support these training modules being built within Highspot on Salesforce. That in turn got other senior leaders to join in to support and also in terms of holding people accountable. I think this was a major factor in our participation rate. We still needed to make the training stick, not just to have people take it because they were told to because senior leadership was holding them accountable. This is where the discovery foundation work kicked in. Having a full 360-degree understanding of how this training will impact end-to-end makes it more valuable, more relatable, and drives engagement. When a rep knows that they are asked what they need guidance on, and then they get that guidance, that builds trust with the enablement and training teams.

Another key best practice was utilizing the Highspot platform to change the delivery to those short targeted videos with assessments. They love the challenge of the assessments that Highspot gives us to do, as well as the in-time demonstration of their learning and then also providing support documentation, I think is key too at the bottom of all trainings so that they could save it as a resource. I think this was very different from our previous learning and development platform abilities that we’ve had in the past.

Another key integration for us was that Highspot actually syncs these targeted training modules right into Salesforce, and that has been tremendous. Gone are the days of a rep taking a training, not using it for six months or longer, and then trying to remember where they can find it within several platforms. Now, while they’re on the screen in Salesforce, and they’re doing a task, if they don’t remember how to do it, right on the right-hand side Highspot has the ability to have us have the training right there so they could click on it, it stays in the same screen and gives them guidance, which has been outstanding. Thank you for that.

SS: Fantastic. I love the best practices that you just shared there. What results have you started to see from your reps who have engaged in the training?

DB: Sheer joy and I mean that wholeheartedly. There’s a joy in being more efficient, alleviating their frustration, and knowing how to do their job. Now they have more time to be creative or just to have conversations with their clients. We’ve definitely seen an increase in our CRM errors, but also we’ve gotten more complete profiles, which would not have necessarily come up as an error in the past. The reps didn’t know how to fill in all the fields, so they left them blank, and again, that didn’t come up as an error, but we were missing, as a company, valuable data from our clients to help us make more informed decisions on forecasting and business needs.

We have also identified the next level of training needs based on all of this. So much of our tasks are interconnected and once we launch training in one topic, some other topics that are woven into it are now highlighted. Now we have reps in those departments coming to us asking for training to be included and sometimes included in previous modules. A great example of that is the CRM training I talked about. We initially just included steps within the CRM, but now we have our legal department reaching out saying, hey, can I add a lesson within that to give them a better understanding of what a contract is or how to fill out the contract, not just how to upload it into the CRM?

SS: Wonderful. Now, as we think about maybe some of the KPIs or the key performance indicators, what metrics do you track today to understand the impact of your training programs and especially the impact on productivity, and how does Highspot help you track some of these?

DB: Highspot has given us analytics to a level that we truly have never had before. Instead of offering a training session and waiting for feedback from team members if they needed additional training, which sometimes feedback never came, now we have the ability to proactively view the training course stats. When appropriate we build smart pages associated with a training topic, some small targeted smart pages, and some more extensive ones. We can also use the scorecards from these smart pages to see if there’s an increase in content engagement, usage, the pitching on those topics, all of them from the training that had been released.

We build initial analytics reports within Highspot by the team so that managers can pull these reports themselves and gain insights needed for their one-on-ones with reps. Those one-on-one conversations are more targeted at both reps that are succeeding and those that are struggling. If I had a rep reach out to me with a question, I would actually pull up that report for their information before I responded to them so that I knew what to expect, or what their actions have been or lack of before I actually started speaking with them, which I’ve never had that ability before. Plus we also utilized the Highspot support teams, and they review with us on a monthly basis our report card and give us insights on our engagement, our usage, our adoption, and more. They definitely give us a lot of guidance.

Then, lastly, a key call out about Highspot is the changes and improvements it’s making to our organization that can’t be tracked or analyzed within Highspot. I’m the biggest advocate of this. When we started to build our Highspot platform for our teams, we quickly realized that all of the systems and the processes and content, guidance, and communications that were not in place needed to be, and that’s not necessarily something that I could pull a report in Highspot, but if you build this platform correctly and you truly are thorough, you’ll get information that’s vital to an organization in terms of correcting its course. I highly recommend it. It’s a non-confrontational way of identifying what needs to be built out to support our business structure and our teams and it’s an added bonus that Highspot provided us that we were not expecting. Thank you.

SS: I love to hear that. I imagine Debra, just because again, you take this learn it all mentality, how do you use those metrics then to optimize your programs and improve the impact that you’re already driving with your training programs?

DB: We used them to identify if the training was comprehensive enough. Do we need to change it since errors are still occurring? Do we need to add more topics like level 2.0 to the next step of this? What key learnings can we take away to include in the next training course creation? Even the smart page builders, like the Highspot rep and I sometimes laugh like, do you remember that first smart page we built, we thought it was so great, and now look at what they look like. We can see what reps like by what they respond to and use, and then we can do more of that and keep building on that.

We can also use Highspot to determine what training is needed based on analyzing the rep’s behaviors. Training within Highspot and within their daily roles. For example, within Highspot, if too many sales reps are downloading the pitch deck, instead of making a copy, editing, and pitching, then we know that we have to train them on that. If it’s a small amount, the manager might be able to correct this, and within their daily roles, if the reps are not personalizing decks at all, or not using the insights available to them, we can correct that as well. By seeing what is and what is not happening, we can use this knowledge to provide insights as to why initiatives are successful or not, and then make decisions on the next step.

SS: Absolutely love that. Two last questions for you, Debra. I’d love to hear about maybe a recent win that you’ve been able to achieve as a result of your training programs and how did you leverage Highspot to help you achieve that?

DB: Definitely our CRM training. Highspot gave us training program capabilities that we never had before. It also gave us some guidance in terms of I don’t necessarily know if we would’ve thought to start breaking up our training into those quick, short, targeted videos versus continuing to do the hour-long sessions.

We can measure learning at the moment either by questions, recorded responses of a sales pitch, client call, or computer task, and we love that they can learn and then demonstrate right at the moment. We can ensure they took the course, not only to get credit for watching the entire course, etcetera, and we did not have the capability to do any of these things prior to Highspot, as I said before. The training platform is incredibly easy to navigate, build and track.

SS: Love that. Last question for you, Debra. How do you plan to continue using Highspot training and coaching to help drive sales productivity in the next year, and hopefully beyond?

DB: As much as possible. We use Highspot currently for our sales and client service teams. It’s an amazing tool to use for onboarding new hires, rolling out new initiatives, compliance, or mandatory trainings. Really anything that we need to measure and give reps. The ability to learn and then demonstrate key learnings and anything that we need to measure ourselves.

We will especially use this for any training that can be used within our CRM to support our reps. As I mentioned earlier, not just the CRM-specific task, but now we’re starting to layer in legal components to that training. I’m sure once that happens, there’s going to be another department to reach out and say, hey, can you add this to that training as well, which is wonderful. They love not only having the training on the exact page that they need in that CRM, but also they don’t have to leave the platform and start the hunt. One thing we’ve learned, and I’ve learned definitely, is that the more we use it, the more we see why and how we need to use it.

I’m sure there are things that I could be saying more. Just like when we built a training course and then immediately saw the next course needed to be built. I am clear that there’ll be uses for Highspot that are not in our orbit yet, and I truly can’t wait to learn them.

SS: Well, thank you so much for sharing what you have learned thus far, Debra. I really appreciate it.

DB: Thank you very much.

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

According to research from Salesforce, 80% of high-performing sales teams say they would rate their training as very good or outstanding. But what does good training actually look like?

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Tanuja Paruchuri, the director of sales enablement at H1. Thanks for joining, Tanuja! I’d love for you to tell us about yourself, your background, and your role.

Tanuja Paruchuri: Hi Shawnna. Thanks for having me. I actually started my career in sales and then I got the opportunity to work in sales operations, and I fell into sales enablement, I think, by complete accident. It was kind of a happy accident because I love working with salespeople, but I just wasn’t really cut out for the stress that a quota brings every single quarter. I’m much more of a nurturer, so that’s kind of the background piece of it.

As far as my role today at H1, I am, as you said, the director of sales enablement. I report to the sales operations team, but I am a team of one as it relates to enablement and so it’s been kind of a whirlwind here. I’m not at all familiar with healthcare or health tech, even though growing up I always wanted to be a doctor, so I watched a lot of ER and stuff like that, but I didn’t actually ever work in healthcare, so it’s been a steep learning curve for me, frankly.

I think of that personally as a very good thing because once I start to get bored in a role or at a job, that’s when I start to look around, and I haven’t been bored in any of the 10 months that I’ve been here so far. I’m really happy to be here and happy to be working with the team.

SS: I love that and I think a lot of people that are in the enablement profession probably came through a very similar path. Now, as I mentioned in the intro, I’d love to hear what good sales training looks like for you at H1.

TP: Good sales training for me at H1, and really anywhere that I’ve worked, has been all about interactive learning. I am not a person who really enjoys putting something out there and having someone just watch a lecture or watch a video, although those can be useful tools as well, what I really like to see is people being very engaged, asking a lot of questions, and if they’re brave enough to go on camera and give me their best pitch or something like that where we can give them feedback right at the moment. I’m not looking for perfection, I’m definitely looking just for progress or anything, just participation really, and that is what good training looks like to me.

I’ll also say that as a part of that, I also love to follow up so that if you learn something in training, then you’re going and using it in real life or when you learn something, you’re following up with a quiz or some kind of measure to actually see if it’s going to ultimately have an impact or not? Or did you actually learn that or not, if you’re not measuring something, you have no idea if it’s having an impact.

SS: I couldn’t agree more. Now, tell us a little bit, what did training look like at your organization before you started leveraging Highspot’s Training and Coaching platform and what does it look like now?

TP: I actually was really lucky coming into H1. During the interview process itself, my manager reached out to me and was like, what do you think about Highspot I was like, obviously it’s great. I’ve used it at several previous companies. I highly recommend it. Then when I came into H1, we had not implemented Highspot just yet. That was gonna be my job as soon as I came in, but we had just bought it, so we were still on the previous platform, and that platform was okay. It served its purpose in the sense that we were able to host training on it, and it served us as a very light LMS, I would say.

On the learner end, what I noticed, is that I did use it when I went through that platform for my onboarding. What I noticed most was that it was hard for the learner to know what they had completed, what sections they had completed, and which ones they were to move on to next, which is, I think, a pretty basic function of an LMS. The other part, on the admin side, was also really hard to grade things. Everything was manual. There are no reporting features, so that was extremely difficult and time-consuming and almost made it not even worth it to have an LMS at that point.

Now, how it’s changed having implemented Highspot, we’re now able to build all of our courses right within Highspot, and what I love about it is that once the reps have finished their training in Highspot, all the content is already there. They know exactly where to go to find it, they can always go back to the training if they want to in the way that we’ve set it up. I think from their perspective, it’s a lot easier to go through. From our perspective, as an admin, it’s also a lot easier to go through. We’re able to easily pull reports. I’m able to see at a glance who has submitted what and pretty quickly report that to the managers as well. It’s become a lot quicker to process everything.

SS: Absolutely. Speed to market is really critical right now. Now, just to shift gears a little bit, on LinkedIn, you shared that one of your areas of expertise is optimizing products and processes to improve productivity, and I think that’s another area that organizations are hyper-focused on, particularly right now that notion of driving as much productivity out of the existing workforce as possible. What are some ways that you’ve leveraged Highspot to optimize training and really use that to improve rep productivity?

TP: That’s a really good question. I think one of the ways that I’ve used Highspot to drive productivity is definitely just having everything in one place. That’s, I think, the biggest one. I think also getting feedback at the moment has been very impactful. When I see that someone has submitted something into a learning path or a course, I’m able to go in and watch the video, most of the videos that we require of them are like five minutes or less, so I can go in and watch it, give them kind of at the moment feedback or coaching and we can do the same with the managers as well. They’re also given permission to go in there and do the exact same thing, so they’re getting very timely feedback. They’re not having to wait on things, and I think when you think back to the content management side, the learning is so important, but I think it all starts with content and how you’re delivering that content.

One thing that I’ve noticed is we also have confluence, and Confluence is great, but it’s also the place where everything goes to die and things are not updated all the time. When you’re going to another platform, another system that’s not always being kept up to date. What you’re having to do as a rep is you’re also having to Slack people and you’re having to wait for a response and say, is this up to date? Is this not up to date? Where’s the new one? Where can I find it? When was it last updated? They are asking all of those tangential questions that go along with a piece of content, whereas in Highspot, you’re able to see right away, whether you’re on a learning path or just in the content system, you’re able to see right away, hey, this is an updated tool. It was updated yesterday. I know the content is current because I know who updated it as well. I think just having all of that information just in one place has made folks extremely productive.

I can’t give you a number in terms of how much their productivity has improved because we have not made those calculations yet, but I can tell people are extremely happy. Just another add-on here, when I hear from reps and they’re like slacking me and they’re like, can you just confirm for me the only place we have to go is Highspot, right? I say yes and they’re so relieved when they hear that. They’re like, thank god, thank you for changing this. I hated going to multiple systems. I really appreciate hearing that from them and their feelings. The most important thing is not necessarily what we’re seeing in the reports and all that, but really what they’re telling us and how they’re feeling about it.

SS: On that point of feedback, because I know that that often plays a critical role in how you approach optimizing your programs, can you tell our audience about an example of how you’ve leveraged feedback to maybe even improve the training programs that you’re building?

TP: Feedback is an interesting thing. As I was looking over these questions ahead of time, I was really thinking about this one. Feedback from who? Feedback from the reps, feedback from the managers, and in my head, it’s feedback from multiple people and in multiple ways. The way I think of it is as I’m going through trainings, if I’m watching something back, that’s one point of feedback is my own feedback of myself. Not just me, but what I’m seeing of others. Typically in the beginning when I was delivering trainings, I was doing these long-form trainings without a lot of back and forth or interactivity, just because I was still in learning mode, too.

What I found as I was watching those videos back and chopping them up to put them into Highspot and making them more consumable, was that I noticed people were not paying attention. These were Zoom sessions, so, I’m noticing people are not on camera and when they’re on camera it’s clear that they’re multitasking. All this annoying stuff going on in the background that you do not wanna see your learners doing, and so I realized that the feedback that I got from that was I needed to be a little bit more creative in my approach and make the training more interactive. That was one way I used feedback.

Another way was, of course, from the managers as we’re going through this current course that we just finished in Highspot right now for one of our product trainings. I made the mistake of building the rubric outside of Highspot, so I will not be doing that next time. I will be building it right within Highspot next time, but this time I built the feedback loop outside and we met with the managers independently to make sure that they understood the logistics of going into Highspot, accessing the submissions, and being able to rate their direct reports, videos and pitches and all that kind of stuff. What we realized from that was that each manager is approaching their scoring system a little bit differently.

That helped me kind of realize, okay, this is what the managers are looking for. This is what they want to see in their direct reports. This is what they’re expecting to happen in training and this is the outcome that they wanna see. At the end of the day, they want their rep to be able to pitch this particular product in this particular way. That has really helped me just meet with them one-on-one to alter the way I train and also the content that I’m putting out there post-training.

Another way that I’ve also been really big on feedback is from the reps themselves. I know this is not necessarily a scalable way to do things, however, I find it one of the most effective ways, and I’ve done this at every organization I’ve been at in an enablement capacity, and that is talking to reps one-on-one. I tend to use the survey method and the one-on-one method in tandem to get feedback from reps, but the survey method obviously covers everybody, so that’s a good way to scale. I think it’s really important to have that one-on-one conversation with folks as well, so I tried my best to take like a cross-section of reps.

I was looking for people who are new to the organization, people who have been here for a medium amount of time, and then people who have been here a long time. I also wanted to try to take a range of abilities, so people who are maybe underperforming, outperforming, and then kind of on target. Then of course looking for regional, so what part of the world are you in and how do you process content differently based on your culture?

Another thing is maybe a difference in age ranges even, and genders because you’re looking across all different demographics, I guess you could say, just to see how people are processing the content that you put out there. I want to have these one-on-one conversations to make sure that I’m not missing the mark, and if I am, please tell me. I’ve tried really hard to cultivate relationships with folks, especially at my current organization, but really anywhere I’ve been to have open relationships with them, like have very honest relationships where they can tell me anything.

I call myself the sales therapist, so you can come in, you can tell me anything that you want. My feelings are not gonna be hurt, even if the feedback is critical. It’s better to just get all your feelings out there so we can make things better because that’s really what we’re looking for. We want to make things better.

SS: If we dive in a little bit more on that, what are some of your best practices for soliciting some of that meaningful feedback from across the organization, maybe not just sales reps to inform your training programs?

TP: That’s a great question. I think typically I’m interacting mostly with reps and their managers, but you’re right, there’s definitely feedback needed from marketing in particular. At H1, I’m a very close partner with the marketing team as well, especially as the SDR team sits on the marketing team. That’s really important to get the feedback from them as well.

I treat our SDR team just like sales reps, but the extended marketing team is ABM marketing and brand marketing, product marketing, and other folks I also try to cultivate very close relationships with them. I’ve done lots and lots of one-on-ones, especially with our product marketing director, who has been so gracious with her time and she’s really taught me a lot. The way I learned from her was that she’s very deep in her product knowledge, so what I can do with that is I can take the deep product knowledge and I can simplify it, and then I ask her back like, you know, this is my simplified version, does this still make sense? That’s a good way of getting feedback from her to say that, oh yeah, you know, you got the message right, and I think that’s exactly what the salespeople need to know.

As far as actual training on the salespeople and what they’re learning and all that kind of stuff. We do work with our product directors pretty closely because it’s very important that we’re getting the messaging right there and that we’re selling in the right way on the right value props and the right use cases. I try to cultivate those relationships as well as with our SE team also and the SE team solutions engineers, they’re also super helpful in giving feedback and also generally just giving their opinions on what’s going on because they sit on almost every sales call that happens in the organization.

They’ll give me information. They’ll tell me, okay, this person doesn’t really seem to have a strong handle on this, and they might give me some very specific feedback, like, okay, they might need more help in discovery, or they might need a little bit of help in prospecting because they didn’t get the right person this time, and so then I can take that and I can build courses around it or I can do sessions around it specifically. That has definitely been very helpful.

SS: I love that. Now, I know that you had mentioned that you are just getting started, but how do you plan on ensuring that training is having essentially the desired impact on rep behavior and what are maybe some of the key things that you want to be able to measure to track your success?

TP: That’s a great question. This is new to us. We really haven’t dived deeply into the metrics just yet, but what I’m looking for as far as impact goes is being able to reduce ramp time, in particular, especially as we’re onboarding several new reps on certain teams and then faster time to first deal, of course, is what we’re looking for. Then, of course, compressing the deal cycle. Deal velocity is another thing that we’re looking to measure.

Now, these are all things that our sales operations team already tracks, but as we’ve been using Highspot and as people are going through the trainings and we’re matching it up the training metrics with, hey, these people have completed X, Y, and Z in Highspot, and they’re pitching at like a level 10 versus a level one, which is presumably worse, and their deal velocity has gotten a lot faster, or they’ve increased their deal velocity or they’ve compressed their ramp time. That’s kind of what we’re eventually going to be looking for, but for now, we’re trying to take all the right actions so that way we can measure this stuff two months down the road, three months down the road, six months down the road.

SS: Fantastic. Now I love that future vision. How today are you maybe leveraging Highspot to gather insights on the impact of your training programs?

TP: Right now what we’re doing is we’re really in the information-gathering stage. As I mentioned in a previous response, one thing that we’re doing is meeting with all of the managers individually, and we’re making sure that they’re watching the rep pitch videos and making sure that really, we have this rubric set up in a way that gives us specific responses. As the managers are going through these rubrics and really watching the performance of their reps, then we’re able to see does rep performance really correlate to where they stand with respect to their quota. It’s a little surprising. Sometimes it doesn’t exactly match up and so that part has been interesting for me to see. I don’t know what that means in terms of broader impact, but it’s just some interesting information that we’ve gathered so far.

SS: Now, from your perspective, what is the value of having a unified platform for enablement to equip, train and coach your reps? How has that helped you drive rep productivity?

TP: I think we already kind of covered this actually, but having everything in one place is such a huge plus I think for everyone in the organization. Like I said, when I have sales reps Slack me and they’re like, are you sure the only place we have to go is Highspot? I’m like, yes and they’re so relieved. As we talked about earlier, you see people when they do go to another platform to find the information they need because the rest of our company is still on Confluence. When they go to a Confluence or another platform to find information, sometimes that information is out of date or a person who has left is still in charge of it or something like that.

In that case, they have to Slack people, they have to track people down. They have to ask, has this been updated? When was it last updated? Who updated it? What are the new slides that go along with this? All of that kind of stuff and a lot of that has been eliminated now. They don’t have to do that at all. If anything, they’re slacking me and even that doesn’t come too frequently. It comes when there’s something that doesn’t even exist yet. They’re like, we need a new deck for this particular product that we haven’t ever sold before. Well, in that case, that’s fine. That’s something that doesn’t exist. We can go ahead and build that, or we could ask marketing to help build that, whatever it is. The fact is that everything that does exist today is in one singular place, and they’re able to go and find it very easily.

SS: I love that. Now, I am curious, just because you have such a diverse background, do you think that there is value in talking about why it’s essential for organizations, especially those in sort of the life sciences field to improve sales productivity? Or do you see so much similarity between your current organization and your past more tech-centric organizations?

TP: That’s a really good question. I definitely think optimizing systems and processes is super important no matter where you work, just from a purely economic perspective. I think that makes a lot of sense, but in this case, at H1, we are still a tech company, even though we’re not selling to tech personas, so it is really important for us to have everything updated. Things are moving at the speed of light in our company right now. It’s startup style, so everything is just moving lightning-fast at any given time.

I mean, the training that I just put up is already pretty outdated, if that gives you an idea, and I didn’t put it up too long ago. We’re having to build new trainings every day and so I definitely think it’s important to have the capacity and the platform to be able to update things on the fly as quickly as possible and not have to jump through a lot of hoops to be able to do that.

Then I think from a life sciences perspective in general, I’ve never worked at a proper life sciences company before, like a pharma company or anything like that, but I think generally when I think of doctors or medicine, yes, there’s like huge advances in terms of the science and all of that, but I think the way things are done is typically it takes a lot of time for those kinds of things to change. It’s like the behavior change is very slow, so I think in that case, yeah, it definitely helps to be able to have systems in place to be able to ramp people up quickly and be able to change things on the fly, change behaviors on the fly.

That’s what we really need. We need more agile organizations in general across the board. It doesn’t matter what industry the way things are changing with AI these days, and of course with the macroeconomic conditions. That is my opinion on that very complicated question, but that was a really good question. Thank you for asking that.

SS: I love that response. Thank you. I think that that was fantastic. The life sciences space has also been undergoing a lot of change over the last couple of years, so for you guys to be in kind of the tech sector in that world is just, I imagine things are changing quite rapidly for you guys, but very cool. Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for our insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Jim Jones, principal consultant at Highspot. Thanks for joining, Jim! I’d love for you to tell us about yourself, your background, and your role here at Highspot.

Jim Jones: Thanks, Shawnna. It’s really great to be with you today. As you said, my name is Jim Jones. I’m a principal consultant on our strategic enablement services team. I’ve been at Highspot since October 2021. Before that, I was a two-time Highspot customer and I launched Highspot at two different organizations before joining the company and have been in enablement for almost a decade and a half. Before that, I was a really terrible salesperson, but I learned what it meant to carry a bag and live in a quota position.

SS: We’re excited to have you here, Jim. I have the opportunity to work with you when you are a customer and we are excited and glad to have you in-house at Highspot. Now, to dig into some of the things that we wanted to chat about today, Jim, in recent years, I think we’ve all seen that the selling landscape has gotten a lot more complex and training is really becoming more important than ever before. Can you share why you think leaders should be prioritizing training and coaching, especially in times of economic uncertainty?

JJ: It’s interesting to think about training over the spectrum of the years and the move to much more complex selling environments. Today, especially in times of economic uncertainty, our ability to really drive sales productivity on a per-head basis is just so critical to us. Gone are the days where we can simply throw numbers at attainment numbers and hope that we have enough bodies on the pitch to cover the spread. Today we have to be much more thoughtful about driving productivity and making sure that the team that we have on the field is delivering the types of results that are meaningful to the organization. Our ability to both train to those specific successful selling skills as well as the ability for our frontline managers and leadership team to coach to those skills is critical in delivering the type of outcomes that we need to have in this.

SS: I couldn’t agree more. Jim, from your perspective, how can the Highspot training and coaching platform make it easier for leaders to create training collateral to help the reps be even more successful and productive in today’s times?

JJ: The one thing I love about the Highspot training and coaching platform is, from my perspective, it’s the first training platform that’s purpose-built for revenue teams. One of the challenges that we face is the twofold dilemma when it comes to training, which is that there is a tremendous intellectual burden simply getting reps up the ramp to understand and know the ins and outs of the solutions we’re offering to the marketplace. That piece hasn’t gone away. We still have to train for knowledge.

One thing that I think that we do differently is to very specifically train to what I should be doing, not just what I should know. One of the things that I think is really powerful is within Highspot we have a thing called the strategic enablement framework that many of you may have listened to the podcast on. One of the fascinating things that I’ve seen is we did an internal training on Highspot training and coaching on strategic enablement framework, and associated with that training was a link to the thought leadership piece on strategic enablement, and today, that’s the third or fourth most used content piece in our reps selling activities.

By connecting content within the scope of the training, we find that there’s actually a direct connection between what the reps are learning and what the reps are using on a day-to-day basis in their selling efforts. I think that’s a really unique perspective in that the reps are immediately given opportunities to put their training and action in a selling activity, and I think that’s really powerful.

SS: I couldn’t agree more. Talk to me a little bit more, Jim, about how training can impact productivity, and I’d love it if you have some best practices for training techniques that you’d recommend.

JJ: We could go for days on ideas of how to best activate your training programs, but I think it goes back to that core piece within our strategic enablement framework where we talk about the call to action. Over the course of my career, I have been involved and worked for companies with tremendously complex selling solutions, and it seems like for a big portion of my career, just getting reps up the ramp to understand the breadth and complexity of our products seemed like a monumental task in and of itself, and it’s certainly not any less today than it was 10 or 15 years ago.

What we really have to begin to focus on is the what to-dos, what we in the strategic enablement framework call the ‘call to action’. What are those things that our top-performing reps do consistently over the course of the selling life cycle that set them apart from the rest of the crowd? By really focusing our training on those activities, like how I catalyze behaviors and how I catalyze actions through my training. Those are the sorts of things that we really need to start to focus on. We can’t abandon the training for knowledge, but we really have to make a hard pivot to say, what am I getting my reps to do better or do more of through my training efforts? Those are the things that will ultimately drive the outcomes that we need for the business.

From a best practices perspective, I think there’s really starting with this idea of what it is that I want reps to be doing. I see so much of our training across multiple different organizations where they don’t tie a specific call to action to a training class. I always love to use the acronym TSWBAT, the student will be able to… fill in the blank. If I start with that and I actually know what I want the learner to do at the end of the training, it makes it much easier for me then to tie my training to a specific selling activity, which then hopefully will deliver top-of-growth pipeline and sales revenue increases. For me, that’s just critical that we get to that point in our training development.

SS: I love some of those recommendations. Now, Jim, on LinkedIn, you shared that you’re working to transform the conversations sales teams are having with customers. How do you drive this behavior change through training and what role does Highspot play in your training strategies?

JJ: Years ago I had our VP of Product Management come to me and say, how do you know that your training efforts are being successful? I think a lot of it centers around this idea of what is the value conversation that we are teaching our reps to deliver and that’s really the transformational sales conversation. I love the fact that within our platform, we’re teaching reps how to consistently deliver that value message and it needs to be critical. At the core of every training that we deliver is how do I know that you’re delivering that?

Within Highspot training and coaching, things like submitting video pitches help me then see, or hear, probably more specifically that the reps are starting to pick up that value language and use it on a day-to-day basis. The thing that we know about top-performing reps is that they have the agility to adapt to specific selling situations and deliver the most powerful value message for that persona at a given time. We can measure that with things within our training and coaching platform, and we can also use it to make sure that our frontline managers are reinforcing that value language with our sellers as well. Something that makes an immediate impact on our ability to convince prospects that our solution can help them run a better business.

SS: Absolutely. Now, in a similar vein to what that sales leader asked you, I feel like a lot of enablement practitioners are also asked a similar question to this. How does behavior change correlate to productivity?

JJ: Great question and I think one of the things that we, in the enablement world have long debated on is what behavior change means and how we actually activate it. I think of it kind of in two different ways. When we think about sales productivity, there are only really two things that I can ask reps to do, do something better, or do something more. It’s really around this idea that I can’t really measure behavior change at a macro-level, but what I can do is begin to see whether or not a seller is more engaged with the types of selling activities that I need them to be doing on a consistent basis.

For instance, one of the things that I love to do is if a rep goes through a training course within our training and coaching module, is that rep is now going and viewing things on our content side? Are they more engaged with things like sales plays and sales kits? Can I actually begin to see them pitching more content to prospects in their top-of-funnel development? What that does then allows me to draw a direct connection from my training to selling activities that says this training catalyzed behavior change in the way that I can actually observe through the use of further engagement in the platform, sending out more pitches, and more prospect engagement. It’s no longer kind of the black box of training where I just run people through a bunch of courses and hope for the best. That strategy just has never worked and never will.

SS: I agree. Smile sheets no longer count quite as much when it comes to correlating your results to impact. In that same vein, what are some of the key results that you would encourage leaders to be looking for and tracking when it comes to behavior change to see how training is landing with their reps? How has Highspot helped to gather some of these insights?

JJ: It’s a great question and I think that really focusing on selling activities is critical. So often I see enablement teams struggle with this idea of how do I actually assess whether or not my training is making a difference. I’m in the midst of writing a paper on how to do assessments, and it’s an age-old problem where what we test for is retention or recall, and what we really need to then begin to do is how we assess for improved activity levels or how do we look for the acceptable evidence that the training that I’ve delivered has given me an uplift in productivity.

As I said before, actually being able to draw a direct connection to some type of selling activity. In Highspot it’s really easy. One of the things that I love is to go in and if I’ve done training on a specific solution or a launch or a product or a point of view that we have as a company, I can then begin to see reps engaging their prospects with that value language through things like pitches or shared content. Highspot allows us to draw those correlations in a way that we’ve taken out the mystery.

If I have a rep go through a training and I see no uplift in activity, I see zero pitches sent out to their prospects, then I know one of two things. A, either that rep is underperforming, or B, quite honestly, maybe my training missed the mark and I need to go back and look at the training that I’ve delivered. No longer are we just throwing things against the wall and hoping for better outcomes. We’re actually connecting those things in a way that’s more concrete and meaningful and actionable. I think that’s a huge part of what we bring to the market.

SS: I couldn’t agree more. Last question for you, Jim. To close, can you share your predictions for the future of training and how sales enablement will continue to play a key role in ensuring that we’re really preparing our reps for the future?

JJ: I think if I were gonna be a contrarian, I might say that we would likely be in the same place we have been in the last 20 years where training continues to muddle along in the same way, but I actually think that this downturn has acted as an opportunity for us to really think about training in a much more focused manner. I think what we will begin to see is training shifting around away from solely the what to know piece to the what to know and what to do part. If we can’t tie those two together in very concrete ways, we’re simply going to be doing the same thing we’ve been doing for the past 20 years.

We’ve often talked about the Pareto distribution or the 80/20 rule where 80% of our reps are mid performers and 10% are top performers, and 10% are bottom performers. We can no longer rest on that formula. We have to be able to move the frozen middle so that they are actually moving towards top performers and the only way we can do that is to make sure our training has clear desired objectives that are tied to rep activities that lead to rep productivity. I think that in the world of sales training, we’ve got to get to a place where we’re really more focused on what to do’s, and hopefully, those will be the things that we can tie to specific selling outcomes. Hopefully, that’s what the future looks like. I’m anxious to see how that plays out in the coming months.

SS: Thank you so much for joining us, Jim. I appreciated your insights on training and coaching. To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is John Anderson, the director of technology for development in enablement at Houghton Mifflin Harcourt, HMH. Thanks for joining, John! I’d love for you to tell us about yourself, your background, and your role. 

John Anderson: Thanks, Shawnna. When I graduated from college I went back to the high school I graduated from and became a math and science teacher. I was in that role for 18 years. There was a certain curriculum that I was very successful with, and so I followed that curriculum into the educational publishing world and became a national consultant for that curriculum. As time went on with Houghton Mifflin Harcourt, which has that curriculum, I began being pulled into other areas outside of that curriculum and I just re-looked at where I was going and what I was doing and had an opportunity to join our enablement team.

Currently, I am in a role where my team manages both the Highspot platform and also our learning management system. I spend a lot of time dealing with technology, both for Highspot, doing a lot of media editing for our team, and really preparing our salespeople to be successful in selling and supporting our digital curriculum.

SS: I love the way that you think about that, John, and I love your background. Now, you’ve mentioned that you’re responsible for essentially enabling the success of your customer-facing teams by showcasing digital solutions. How do you drive efficiency for your customer-facing teams through solutions like Highspot?

JA: On the Highspot end of things, really what we do is we provide a lot of demo support so that when our salespeople are either in front of the customer or delivering virtual solutions, they’re able to open our digital platforms, walk through them successfully, and really provide a solution to the customer needs, so really a value selling type of promotion. The reason that we’re able to do that successfully is the organization of our content on Highspot. 

We make sure that they’re able to look at the play for that particular program, find the demo support, and find the presentations that are updated and current, and these digital platforms are constantly changing. That’s one thing that’s really changed since I began with Houghton Mifflin Harcourt. Rather than updating these platforms year to year, they happen week to week, and so we have to make sure that we stay on top of all of that. Our curated plays and allowing access to Highspot in an uncluttered and straightforward way are really saving our salespeople time when they have such a big book.

SS: Completely, and to that point of having a big book bag, why is efficiency in the tech stack so important, especially in times of economic uncertainty? 

JA: The competition is greater than it’s been in the past, so every win is really pivotal. What we’re trying to do through Highspot is to help our salespeople really tell the stories about our products so that they can showcase the differentiators in a really succinct way, so that we can promote that win more quickly and move on to the next opportunity.

When you have so many different pieces to these digital solutions, we want to make sure that when a salesperson is confronted with a question about these platforms, they can find those answers really quickly. Now, what we’ve done is we’ve reorganized some of our documents that have a lot of these resources in them into plays, some of them really nicely written in such a way that it’s visually pleasing and lays that out very easily, but sometimes people need to get down in the weeds and into the nitty gritty, and we’ve also put those into plays, which are almost just straight links. What it allows us to do is see when we have a lot of different things available for a program, which items are really being used, and where the areas in marketing are most influential for our internal customers.

SS: I love that you guys are giving your reps such amazing guidance through the entire process. If we could back up a little bit, John, before Highspot, what were some challenges you were experiencing with driving efficiency? 

JA: One of the things that I noticed at the Spark Conference is that HMH has been with Highspot for a longer period of time than a lot of the Highspot customers. I was not initially part of this platform, but I was part of a different team within enablement. When I moved into this role, the person that was in the role before me actually was hired by Highspot, so I took over from there, so I don’t have the full history of what was going on beforehand, but here’s what I know. 

The platform we had before Highspot did not have the digital data to track what was happening when that content was used with our customers. The other thing that was happening before we went to this platform and had better governance of the content was that people were sharing presentation decks and demos and those kinds of things on their own. There was no really good way to know what was the most up-to-date presentation and what we were really trying to say to our customers regarding the solution. 

When we were looking at what people were doing in the field, a lot of times they were not giving the best information or up-to-date information that they could. With Highspot and its governance and what we’ve put into place here in the structure, now they’re able to confidently go to a source, find what they need, learn those presentations, practice those demos, and really showcase the solutions effectively.

SS: I love that, and you touched on some of that already, but how did you leverage Highspot to help overcome some of those challenges?

JA: I think the biggest thing that we’ve done in the last year and a half is we’ve introduced plays. Not only is the data important there, but what we found is that a lot of times previous to creating certain types of plays, we had our account executives looking for things and not being as successful in finding what they were looking for until we curated and organized that content, and put it into a play. Now, they can take a look at it and we’ve organized sections a little bit in a customized way. 

Our plays have things like who to defeat for our competitive information, what to know, what to say, what to share, and where to dig deeper. We really looked at all of the kinds of questions that our AEs were asking, and we made sure that those pages are not overloaded, so that if somebody’s new to a product, like it’s a new account executive, or because our book bag is big, maybe you haven’t touched that program on over 6 months, we want them to be able to jump back in quickly and get back up to date on the key features and updates for those programs and be successful in the sales. 

The plays are a big part of that. We are now in the process of enforcing some governance on the different spots that we have and insisting that everything has a description, feedback owner, and expiration date to make sure that things are updated. Those things are starting to cycle through now and we’re finding that the success of searches and the success of getting the content and just the vibe I get when I talk to our salespeople, they are much more satisfied now with the platform than they were before we started the governance and really started incorporating these plays.

SS: I love to hear that. I think another thing that is really impressive, John, is you guys have an 89% recurring usage rate of Highspot, which is incredible. What are some of your best practices for driving adoption among your reps?

JA: Some of it is what we do with our training. Just developing the video training that we have that we’re continuing to grow about how to best incorporate a pitch, how to find what you’re looking for on the sales hub, and how to use those list groups and lists as filters as you’re looking for what you find. That’s been one thing. 

Another area is that we do have a weekly communication that comes from our enablement team that highlights the new initiatives that are happening within the company. Updates to programs, and that is just full of links to resources on Highspot that allow them to really find what they need in a quick way. They don’t have a lot of time, obviously, in this kind of culture, but to be able to have one place for communication and be up to date on the changes really helps. 

The other thing that I mentioned, we have special plays where when you have to go in deep and find something, it lists pretty much everything in the kitchen sink in a pretty well-organized way, but we have both kinds of plays. Those where they can find what they’re looking for to share with customers, we have a special play for that where what’s really a play for them, specifically, to be ready to, and then the in-depth kind of plays where they’re looking for really program specific nuts and bolts of things that are a little bit more in the details.

SS: That’s fantastic. With so much uncertainty in the market, can you share an example of what good looks like as it relates to seller efficiency and leveraging digital solutions, like Highspot?

JA: One of the things that I really appreciate is that there’s a dashboard that our friend on the Highspot side, Omar, has shared with us that really gives us either a red, a yellow, or a green in different areas of the activity that happens on our platform. Him sharing that with us has allowed us to really reflect on what’s happening. There is another thing that I’ve done recently when we took a look at all of our top salespeople and I made a chart of that in Excel and looked at the behaviors of all of those salespeople compared to their peers in their rep scorecard, and then looked at how they compared across the board. 

It was really interesting to see how pretty much everything is in the upper 30 to 40% of behaviors of salespeople for our top sellers. It shows that it’s not just a random result that the sales are higher, it really does correlate. We are going to be sharing that with our sales manager so they can see the importance of them emphasizing the best practices of these top sellers.

The other thing that we’ve done for some of our key initiatives is that we are building spots in a very rapid fashion. We have a program called Insights, and what we’re doing now is we’re going to our customers, like school districts and individual schools, and we’re taking a look at their student test data. We’re looking across the board at the curriculum that they use, both ours and our competitors, and what we’re doing is we’re showing gaps in where they could really improve educational results and offering them some solutions. What we’ve done is we’ve built a spot for that and we create a play that we can track how people are engaging with that so everything becomes a very strategic build in mind, including another spot just for sales managers that we’ve developed.

SS: You talked a little bit about the dashboards, so I know that you’re tracking success. How are you going about also reinforcing what good looks like to scale those best practices across your customer-facing teams?

JA: A lot of that is happening through the sales managers, and it’s my big goal this year to have repetitive meetings with sales managers and sales leaders to get them to understand how the metrics on Highspot can be used to spur better profitability for the company. One of the things that I do is in my monthly report to my manager, and she shares this because we’re within the finance division, it shows month to month how the changes are with our internal views within the company, external views for our customers and the external view rate. 

We also take a look at how many items there are added month to month, and how many have been archived because, again, it can be kind of messy if we get too cluttered. We look at the top searches and compare those to what really the initiatives and the goals of the company happen to be at the time. We look at our win rate for our externally viewed content to make sure that that’s continuing to grow, and again, we look at the revenue that’s tied to those opportunities on Salesforce.

SS: What results have you seen from your reps since implementing Highspot and has it helped improve seller productivity? 

JA: It really has, and some of this just becomes anecdotal, but there are times when I have salespeople reach out to me out of the blue and they tell me that they have a play open during a conversation with a customer for a program that they’re fully understanding at the moment, and they’re able to use that on the fly to support the solution that they’re offering the customer and win that sale. Those things are very gratifying and it’s not just a one-time thing. It happens fairly frequently. 

We do have the ability to look at those rep scorecards and look at what our best sellers are doing, emphasize that with them, have meetings with some of those folks and say, tell me what you’re doing that’s special and then we promote that to the others. 

SS: I think that’s a fantastic way to share best practices and increase sales productivity. Now, you analyze and really focus on proving the return on investment of your digital solutions. How do you go about doing that and what has been the business impact of your investment in Highspot?

JA: There are just so many different factors, and I always get on different pieces of training that have this topic of how you show your ROI based on the platform and what you do. Sometimes it is just looking at the big trends, looking at how our sales are doing overall, and seeing how that relates to activity on Highspot.

One of the things that I think we look at in using this platform, we are looking at a really high volume of pitches and external views, and those keep on continuing to increase over time. We’re in a really highly competitive market, so to see the increase in those things corresponding with a continued increase in revenue is a good correlation to show, but most of the time we have to go to individual salespeople and listen to their stories to see what they did to get the win in a very competitive opportunity to see how what they pitched, what they used to prepare for their sales campaign really helped them to be successful.

SS: John, last question for you, and thank you so much for your time today. What is your vision for the next year and beyond for enablement at your organization and how do you plan to continue to drive efficiencies? 

JA: I’d say my number one goal for the year related to Highspot is to spend more time with our sales managers getting them to look at their team, and the data on Highspot to see what their best sellers are doing to encourage the rest to get on board with that. If they see a practice that’s really making the win, they’ve got to emphasize that with their team. We can say it from the enablement side, but they don’t have any accountability to us. What we’re really trying to emphasize is for sales managers to set some expectations, set some goals, and have conversations on a weekly basis to take a look, not only at Salesforce but to look at Highspot to see what their folks are doing and the engagement that they’re having with customers. Those conversations are key. 

The other type of thing that we need to look at more consistently here is best practices for pitching. We have a number of people that are sending out a lot of pitches, but not getting many views, so we have to talk about what’s the right strategy for pitching, using pitch styles when you have a lot of content to share. Those kinds of things are areas where we could honestly improve. 

We did incorporate teams on Highspot, and what we’re able to do then is we can compare the data for our field salespeople that go out in the field compared to our inside sales, and we can really look at trends and behaviors in those different areas and target more of the message we need to get out to how to improve results to more individualized practices, and that can change from region to region, from state adoption states where our customers and schools that are going through a process where every six or seven years they buy a new math program, for instance. That’s a different strategy than open territory where these schools are buying whenever they choose. Really looking at it in a district-by-district way and role-by-role, more specifically, I think is going to help us have greater results as well.

SS: John, thank you so much for joining us. I really appreciate the time. 

JA: You’re welcome. Take care.

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Research from Entreprenuer.com found that companies lose up to 30% in revenue each year due to inefficiencies. In this current economic climate, the importance of rep efficiency is at an all-time high. So, how can enablement leaders focus on helping reps maximize efficiency to make every interaction with a buyer count? 

Here to discuss this topic is Shelly Walshe, the Director, Sales Enablement & Operations at Delta Dental. Thanks for joining, Shelly! I’d love for you to tell us about yourself, your background, and your role. 

Shelly Walshe: You bet. A little bit about my background. Right out of college, I went right into retail sales and marketing. After a few years there, I leaped into healthcare, which was really different. I was on this sales training team and from there, I was promoted into a sales leadership role where I took those marketing skills, those training skills, and people development skills into selling. I found some success there and then moved into a solely learning and development training readiness function. Apparently, I did well enough there with problem-solving and developing people that my team was built out along with really the trends of bringing efficiencies, effectiveness, and enablement into organizations. For me, that thread that I’ve had throughout my career of being creative and solving problems, and developing others is a perfect fit for this role.

I’m responsible for a national team with lots of readiness, preparing our sales kickoffs, teaching ways to prepare the field to be at their best in front of the customer, along with some of the less sexy and fun things like our sales incentive program and even some other work with events out in the market. So that’s me and I bring my creativity and developing others and problem-solving to my work all day, every day. 

SS: I love that. I think that those are essential skills for anyone in enablement. Now, you’ve mentioned that you’re constantly working on trying to innovate essentially systems and processes to help impact sales achievements and everything that they’re able to accomplish within your organization. How has this approach helped you to drive efficiency amongst your sales reps? 

SW: What I know about, and being a frontline seller myself, is you’re in the deal, you’re in the moment, and if you can’t get what you need to cross the finish line or move the deal forward. I bring that and I look for leaders and members of my team that have that same mindset. Not what we need to tell our sellers to do, but what we need to make them at their best, make them really ready in front of the customer. Efficiency is a perfect word. How do they find things fast? How are they ready at the moment? Do they get them out of digging in an email, phoning in a friend, or having to come back to the customer the next time? I think that’s a place where we have done our best. We’ve got the solution where the rep is working at the moment. If they’re in an email, we’ve got something for email, they’re going to be in the field, and we’re getting them ready in the field. 

Time is, especially after the pandemic, it’s hard to get in front of a customer. It’s hard to even get them on Zoom because they are a little fatigued. You need to make the most of what’s happening. When you’re with your customer and when you’re in front of them. I love technology to do that and I am pretty passionate about what we’ve brought about with Highspot because that’s meeting our needs in even more ways than I would’ve anticipated.

SS: That’s always fantastic to hear. What are some of the innovations you’ve been able to achieve since implementing Highspot and what impact have you seen from those innovations, especially when it comes to efficiencies? 

SW: It’s very obvious that Highspot can deliver content. It’s pretty obvious that it can speed people up from the bottom of the funnel to find the right document and find the correct version, but we’ve dug a lot deeper there. I don’t wanna bypass that and focus on some of the cool things we’re doing. The fact that our sellers can find what they need fast, it’s a minute here, it’s a minute there, it’s having to go back to the office and find it, waiting for a response. 

Not only are our sellers getting what they need at the moment, but so are our customers. It’s just so easy to find what they need with a couple of clicks to the point where our sellers are asking for everything to go into Highspot. If we have an asset that comes from our people org, they ask if we can put this in Highspot. They want this to be their home base and I think that’s pretty exciting. We’ve done some unique spots and pages and assets that really aren’t about content delivery, but it’s making it easier for our sellers.

One example is our company is getting bigger. There’s a lot of demand on time and capacity, and our cross-functional partners are creating intake forms and seller forms. They ask that they fill out the form to get the request for new forms or updated forms. They asked us to put it in Highspot and we just put the links in there because they’re working in Highspot through either Salesforce or Outlook and when they need to connect with our brand and creative team on an intake form we find it in a Highspot and that offloads time. So, am I creating time? Maybe. Creating capacity? Sure. I am speeding them up, making them more effective and efficient, and making sure what they deliver in the market is as right as it can be, is big. 

SS: I think that is fantastic. I’d love to understand, Shelly, I am curious, have you come across challenges when it comes to improving efficiency, and maybe what are some of those challenges that you come across, even within your own organization, in the perspective of the economy?

SW: Some efficiencies that have been brought about, particularly related to Highspot, is our ability to get our particular proposals in front of our customers. We do about 700 new business proposals. It’s a lot. They go in all different directions. They hit email and people have different capacities in their email boxes as they’re receiving it as a customer or broker, and we are transitioning into using Highspot to deliver proposals.

So what does that do? First of all, it saves reissuing, loading files in a different space or content tool or Google Docs, or some of the security issues that we run into. It makes it fast and efficient and the best part about that is that this piece of delivering something in a way that’s really good for the customer, but good for us and good for marketing is that prospect opening the proposal. We’ve had anecdotes where our rep says, I sent something and the buyer says, ‘looks great,’ but I know they haven’t opened it or they come back to it in a week. They are gaining this intelligence about how to now approach the deal in new ways that they’ve never had before.

Instead of in the moment getting a call back from that buyer asking a question, they’re already beginning to prepare, because they are noticing the buyer is spending time on this page or they keep going back to the price. They can be more ready for the next steps in this negotiation or deal-making. That’s been just groundbreaking. We sent it by email and didn’t know what was happening behind the scenes, or who else was getting involved, and our reps are saying that this is setting them up for success and making them more effective when they’re in front of the customer the next time. 

SS: I love that. I know that your team has seen a lot of great success from engaging their buyers through Highspot, particularly through the pitching capability. In fact, I’ve seen that you guys have achieved an 84% adoption rate of pitching, which is amazing. Fantastic work on that front. You talked a little bit about some of the pitching strategies and how it’s helped your team improve efficiency. I’d also love to drill into understanding some of your best practices for driving the adoption of pitching in Highspot and some of the results that you’ve seen as a business because of leveraging pitching.

SW: I think we started with my readiness team. I loved Hamilton, so I’ll say talk less, listen more. Put ourselves in the shoes of the seller. When you tell them you must pitch, you must enter into Salesforce, you must do something. There’s a lot that comes their way as a seller, and that’s just not the mindset for them. They’re driving business, they’re energized, and they want to do, do, do, and go, go, go. To be told what to do is sometimes in conflict with what you want to achieve. 

My team does a lot of listening. What do you need? What would be helpful? While it wasn’t our end game where we wanted them to do the pitching. You pitch a product, pitch a new way of doing things, pitch a sale prospect. I mean, that’s really what initially you think of what Highspot will do for you. We had sellers tell us, customers don’t want us to be dental experts, they want to learn about wellness. This is important to them. That might not cross the finish line on a deal, but it sets us up as a quality healthcare company that really is committed to oral health and will do well with the members that join us. We started with some thought leadership webinars that were new to the company. We were getting out, like telling our story of why oral healthcare matters and why we care about it, so we created webinars. 

In the past, our process was not an idea. We did engage marketing with some campaigns, but that didn’t help our sellers. They’re kind of blind to campaigns. They don’t really know what’s going on. They don’t know who’s going. Our campaigns may not even touch the person the seller wants to connect to the event. Our first launch in pitches was a really thought-provoking webinar to people that the sellers want to show value to, and they loved it. Our adoption rate has even grown since you got that stat. We are now at 90%, which is unheard of for anything I do with sellers to get them to come along. 

Once they had the results and the engagement and I could see the data, I think we’re over 5,000 attendees in the last two quarters at these wellness webinars. In the past, we’d be lucky if we had 10 or 12 attendees in a quarter, so the results are there, the customers are thanking our reps for inviting them, and it’s just been a terrific way to introduce them to Highspot. Now, they’re saying, what else can I do? How else can I use this tool? We invited them in based on what they needed first, and that set us off and running.

I’ll add, we’ve learned in a big way with ours. Highspot professional services team. We meet with them weekly, they know us, we know them, and we invest time with them. It’s one of those meetings where I think others might say something came up, and can’t make it, but we made it a priority because we gained so much from those calls, whether it’s for a new idea or we have a problem to solve. Our partnership is like none other I’ve ever had with a vendor. I have a dedicated staff and my readiness team actually hired someone for the role. I was adding a new training position and we sought out someone that had experience with tools like this and that tech brain that she brings to the job really advanced us as well. It got us to where we are now faster because she could really walk both sides. Not only can she be tech, but she’s also really embedded with sales, so she knows how to navigate very well.

Lastly, to that adoption rate and the use of pitching, they run a set of office hours once a week. They just invite people in and ask them what they want to try out, and what do you want to ask us. Whether the reps just use these office hours for one campaign, one idea, or one event, it gets people using the tool very hands-on. It’s ongoing and it’s how we’re doing business now. We are not launching a tool and hoping that people will use it and sending out reports that call them out for not using it, which is oftentimes how sales leaders will say we bought this, but you’re not using it. Get in there and you better use it. This is a totally different approach, and I think it’s working very well. 

SS: Absolutely. Different approaches for different teams often this is the case. Now, I want to shift gears a little bit and we talked about some of the less sexy components. I know though that your team has seen some really great results when it comes to governance within Highspot and I think a lot of enablement practitioners don’t immediately think about how important governance is. Can you share more about your best practices for governance and how that has helped your team optimize efficiencies?

SW: The partnership with marketing has been essential. This is a tool that we bought in for enablement, and our marketing group, like many, is just busy. They’re chasing, they’re doing campaigns, but their measurements weren’t necessarily aligned with ours. Sales would get frustrated because they had no idea what marketing was doing, and why sales were not getting what they wanted from them. We brought in our brand and creative partners alongside. We pitched them by saying, it’s ours, we’re going to run it, we’re going to own it, we’re going to manage it, but we want you to come along and see what it’s like. 

We are a few weeks into implementation and I don’t think we’re going to ever shake our marketing partners because they can see the value of the tool. They are using Highspot themselves to find content because it is easier than where they’ve been housing it on SharePoint. We have users outside of sales that have learned about the tool and where to find content. We’re just really selective and smart about what we link to and curate a very logical organization based on the sales cycle and the seller’s needs. 

Instead of masterminding or copying the current file system or organization, because my team is so close to sellers, they ask how do you look for something? What do you call it? How are your customers asking for content? The outcome that we didn’t expect is that marketing is learning more about frontline sellers and what they need and what customers are asking for simply by how we’re organizing our spots and our content into Highspot.

Now, we’re a little more than a year in and it is time to begin to review content that’s not being used and sunsets those pieces. The data stats are coming in right now. We just had our sales kickoff and our new leader of brand and creative, saw some of the data points. For instance, our video views are viewed well over a hundred percent, sometimes 200%, meaning customers and the receivers are watching it multiple times or sharing it with others. That was not necessarily a priority for our brand and creative team, but I looked at him across the room and said I think you need to go make some more videos. We don’t need the flyers and the slide decks, we need video. 

Again, where do you spend your time and invest? Everything doesn’t need to be there. It’s what the seller needs now, and we have those listening posts and those office hours and being really connected with them in other ways that it’s just an always thing that we’ll do for sure because that’s how you make it’s best. It’s reacting to what was happening in the market, and you can’t do that if you’re not always engaging with those peers cross-functionally and always hearing from your sellers.

I love the input or feedback feature. That had never existed in any of our content. In the past on the SharePoint site, after you picked up a document and you saw a mistake, you didn’t know what to do with it. That’s been a win that I wouldn’t have put down in my requirements when looking for a tool, but it’s helping my team where there might be some learning opportunities, but also bringing about some quick wins for our sellers to get documents updated or changed. That’s efficiency. All the little pieces really add up.

SS: I love that. Recently your team decided to expand your use of Highspot to include training and coaching. How have you been able to improve the efficiency of your sales team with a unified enablement platform that incorporates training and coaching? 

SW: It was one of my highest priorities when I saw a single solution with everything we needed. So, bringing about what the reps need, where they’re working, whether they’re in Salesforce, on the road, or in email. When a customer asks you a question about a topic you learned about at your sales kickoff three months ago, where’s the information? What should I say? What do I show them? What am I supposed to know? 

We’re evolving and getting everything into Highspot. In fact, my training leader has that in her, in her signature line, ‘Wondering where something is? Did you look in the Highspot?’ Everything’s there that you have a single source of information, so when you are about to pitch a deal and they’re asking about our effectiveness with equality, they can say ‘I know there was something great and I know there’s some phrasing that was really terrific, but I need to brush up my skills’. That content is ready for you. The search brings up not only the flier or the video that you might send but also serves up, right in front of you, everything that you need to know so you can refresh. 

You can imagine emails, storage of files, and where it is. It’s not likely that a fast-paced, fast-moving seller is taking the time to stop, dig through emails, or ask someone. Sometimes I call it the legends and stories and make it up on the spot where you need to move fast and they don’t have time to do all their research, but we serve that up for them in Highspot, even if they’re not thinking they should refresh their learning. There it is for them. 

We’re seeing some nice engagement. We’re just getting started and learning and bringing them along, so we’re going to get our onboarding going, but man, I wouldn’t do it any other way. I just wouldn’t. It’s all in one place. That’s driving adoption as well. While I might not need a collateral piece, I want to answer a customer question. Let’s say an email comes in with a customer question. I can ping an answer, but our reps are now behaving where they go to Highspot to get the learning, and while they’re getting that learning, they’re like, Ooh, I didn’t see this marketing collateral piece. It’s really cool. I didn’t even know it existed. Let me not only answer the question but support it with a really good answer. 

That wouldn’t have happened without tying those two pieces together. It is just simply the awareness of what’s available through that easy search. Talk about efficiency, right? Not only efficiency, but the quality of the rep in front of the customer, and then the customer’s experience, like they’re getting the best set of information at the moment.

SS: I think that is a fantastic grounding principle, Shelly. To close, I’d love to hear about how you and your team are going to continue to drive the innovation that we talked about at the onset of this podcast to improve efficiency and how you plan to leverage Highspot to help in the coming month.

SW: We have such big dreams of where we want to go. One of my favorite little nuggets that came out of some creative thinking on my marketing events team was using QR codes and linking to a spot. I built these really beautiful landing pages for customers who are engaging with us at a conference or out in the field. In the past, we would hand out stacks and stacks of paper that probably didn’t make it past the hotel room on the way back to people traveling home. The QR code experience linking back into a spot means so much more efficiency.

We have a rep who created his own landing page with a kind of his business card, like who he is, and a couple of his favorite assets, and he printed that QR code on a T-shirt. He wears it at events and when he’s out in the field and it says, scan me. He’s seeing that after the event, engagement by customers and prospects back into his site and his page, so he can ping them and check in on them.

There are efficiencies for our team not having to track shipping content, collateral pieces, and then lots of information that they can get. There are also more learning opportunities we want to build in so that we’re moving our sales new hire onboarding into the learning platform, and we’ve dabbled in video recordings and competence checks, and capability checks. We want to do much more of that. We’re not quite at the spot where we’re able to tie results to analytics. That’s on my plan for later this year. We want to find the magic that Highspot is creating for our reps and build that out even more for others, whether that’s building best practices, more learning opportunities, and so on.

I mentioned creating more videos. That is going to be a direct link to the data that we’re getting from Highspot that builds the case. Building video with our brand and creative team is pretty taxing on their time and they didn’t have a big commitment there. Now we can see directly how that resonates in the market and how important that is for sellers to get their story across. That’s a place where we’re going to help them improve their efficiency out in the field to get what they need that works the best and that tells our story for them so that they’re priming that prospect for the moment that they can be in front of them. 

I can’t wait to see what we deliver by the end of the year because we’ve done so much so quickly and uncovered along the way things I never thought were even possible and didn’t even think we could do. I’m sure some unknown results will be seen and maybe I’ll be back in a year to toot my own horn over here about how great we’ve impacted our team’s efficiency by getting them what they need, when they need it, and making them even better when they’re in front of a customer.

SS: I love that and I love how you guys create this culture of creativity and innovation over there at Delta Dental. Thank you, Shelly, so much for joining us today on this podcast. I really appreciate your insights. 

SW: You bet. It was a pleasure. 

SS: To our audience, thanks for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully.

Here to discuss this topic is Shawn Pillow, the Director of Sales Enablement and Solution Consulting at Granicus. Thanks for joining, Shawn! I’d love for you to tell us about yourself, your background, and your role.

Shawn Pillow: Absolutely. Thank you for having me. By training, I am actually an engineer and an economist, so it’s a little surprising perhaps that I’ve ended up in a role in sales enablement and solution consulting at Granicus. I’ve been here for about six years, and prior to joining Granicus, my specialties have been in operations, go-to-market strategy, and product management. It’s been really interesting to translate those things into the building, deploying, and iterating of training programs for sellers.

SS: I love that and that is such a uniquely blended background. I know that you are also responsible for, as you said, onboarding, training, and upskilling essentially the world-class sales team that is at Granicus. Why is it so critical in today’s sales landscape, and especially amid economic uncertainty, to ensure that you are able to do that for your sales team?

SP: I think it’s really critical as a point for attracting incredible talent to be able to convey to a seller during the interview process, how they’ll be supported, what the organization that is dedicated to making them successful looks like, and how they’ll be able to adapt to uncertainties and certainly the vicissitudes that we see right now in the marketplace. Just as buyers are getting smarter in the sales process, our sellers are getting smarter in the interview process and they’re asking about these things. If you want to deliver a premier training program, you also have to be able to attract premier talent and that starts with being able to tell those sellers how you’ll support them.

SS: Absolutely. I love that. What are some of the unique challenges your reps experience in your industry and how have you seen training and coaching programs help them overcome those challenges to improve their efficiency?

SP: We’re a little bit different in that all of our customers are in the public sector. That could mean the federal government, which is a lot of times what people think about when they think of GovTech, but we also work with special districts and municipal organizations at a really small level. One of the big things that we have to teach our sellers is what those agencies do at a fundamental level. What’s their mission, what outcomes are they trying to achieve, and those vary really widely from one level of government to a level of government, and we just can’t assume that they come in with a baseline understanding of what our customers are trying to do. To be able to empower them to succeed in their initial role, we have to be able to teach them about that agency’s mission and its outcomes. The other challenge is that when our sellers are looking for advancement and they’re looking to progress along their career path, they might move from working with one agency at one level of government to something that’s completely different. We almost have to retrain them about the mission of that agency.

SS: Very interesting. What did your training process look like prior to Highspot and what led to your decision to evolve your investment in Highspot to include training and coaching?

SP: Our previous training process was very one-off in the sense that it wasn’t repeatable, it wasn’t built for operational scale and it sort of started anew every time we onboarded or hired a new seller. Not only does that not make good use of the scarce resources that most enablement teams typically have, but it also meant that we delivered inconsistent results. We built an onboarding playbook alongside an enablement playbook. As we thought about how we institutionalize those things, how do we make sure that we are optimizing for the size of our team and the results that we want and being able to deliver those things in a consistent way so that we can actually measure, iterate and improve, we needed to make an investment in a platform that would let us do that. Because we have been so successful using the content and guidance platform from Highspot, the decision to involve our investment to leverage training and coaching was pretty straightforward.

SS: I love that. Now that you’re using Highspot training and coaching to support your reps, how are you using it to support your reps to drive efficiency?

SP: On the very first day that a seller starts, they get placed into our onboarding program. That takes close to 12 weeks, but one of the things that have been really helpful is the fact that those sellers who want to hit the ground running faster are not just getting exposure to the elements that are part of the onboarding program, they are getting on board into using Highspot as a tool that will be critical for their sales success. What we’re seeing is that just by satisfying the demand that we know exists for training and onboarding during those first 12 weeks, our sellers are actually going above and beyond the content that we’re serving to them and it’s helping them be more successful more quickly.

SS: I love that. Can you share maybe some of the results that you’re seeing from your reps and what the impact has been from having a unified platform to improve sales productivity?

SP: Sure. Our newer sellers are generating substantially more pipeline than people who had previously onboarded have generated. Nearly triple. We’ve been able to reduce their ramp time to productivity by about 20%. As I alluded to before, one of the things that we’re seeing is that by getting exposure to assets during onboarding that they will actually use during their sales process it’s incredibly helpful for them to be able to get that exposure, and because they’re going through a structured onboarding program, we’ve been able to really make additional improvements along the way so that as we evolve our messaging, or as we shift to being more of a platform organization versus a product organization, it’s been really helpful to be able to tweak that to get that messaging into sellers hands sooner during the onboarding process, instead of later. It lets us be much more nimble.

SS: I love that. We had looked into your reps and those that are completing the training and coaching courses and they are essentially driving and generating 3x more pipelines than reps who may not have gone through the course. Can you share tips on how you’re driving the adoption of your courses?

SP: Previously, we didn’t really have a structured onboarding program. As I mentioned, over the summer, we launched that new onboarding program, and using training and coaching was one of the things that we felt was going to be really successful in helping us to do that. As you alluded to, the people who were coming out of onboarding were being more successful and they were being more successful right away.

In addition, because we have our sales managers leaning in to help evaluate their sellers during the onboarding process, they have a really crisp idea when that seller leaves onboarding about where they need to improve going forward. It’s helped them be introspective about where they might like to improve, and it’s helped them be a little bit more critical about the other people on their team and where those people might need additional improvements. Some of the adoptions are coming from the fact that the sellers who have been through the program are some of the most vocal people about the results that the program delivers for them.

I’d say it’s not just about adoption, it’s about helping our frontline sales managers be active in the onboarding process in a way that scales. At the end of the day, they still have a forecast, they have a committed pipeline, they have all of those things and so helping them figure out where they need to be engaged during the onboarding process by having a structured program and courses that go along with that, and then them being able to see the results that they get when a seller successfully completes onboarding leads to sellers who are asking because they didn’t go through a structured process to actually go through some of these courses or to go back and participate in a course again.

SS: I love that because they are so successful having gone through it. They’re proactively seeking it out. I think that’s phenomenal work and it speaks to the tremendous value that you’re bringing to that organization. Now just shift gears ever so slightly, I’d love to understand from you, Shawn, what key metrics are you tracking within Highspot to measure things like efficiency and productivity.

SP: One of my favorite data points to look at is content engagement and content usage. What are our internal consumers looking at and looking at repeatedly? Like what are the types of content? What are the documents? What are the training sessions? What are the presentations that they refer back to most frequently so that we can double down on iterating on those items? Then, what are the items that they’re sending out to customers and prospects on a regular basis that get the most engagement? What are the highest points of leverage that help them move their sales forward? Those things I think are pretty standard.

One of the data points that I look at really frequently is actually the search analytics. What are the things that our sellers are searching for that if we surveyed and asked them, hey, what else should we go build for you? They may not self-report, but that shows up in search data. If we know what types of things they’ll use frequently if we build it and we know what they’re looking for that they may not self-report they need, that really helps us make sure that we’ve got good just-in-time enablement to help them with the most impactful content for the things that they are looking for right now that we may not have.

SS: How are your reps utilizing salesforce integration within Highspot, and does that help you track and improve the efficiency of sales activities?

SP: Definitely helps us track and improve efficiency. We can correlate shared content with wind rates and average sales prices. That’s extremely helpful. I think one of the things that’s the most helpful for our sellers is being able to associate their pitches with accounts and people that are involved in their sales process so that then salesforce actually does become that single source of truth for them, or if they begin working with a new customer or they have a customer that they engaged with two years ago and haven’t really had much interaction with since, they can get a really rich history of areas of interest, engagement with specific pieces of content and then be targeted in the way that they reach out to them in the future for additional communications.

SS: I love that. Last question for you, Shawn. I’d love to hear how you plan to continue to drive efficiency through training, especially amid the economic uncertainty in the months ahead.

SP: I think identifying your highest point of leverage is really critical. In a lot of organizations that might mean expanding the size of a particular supporting team and in periods of rampant growth, that’s an excellent solution. Right now, I don’t think that’s the solution that a lot of people are looking for. They’re trying to identify a larger number of those leverage points instead of a point with like a really high amount of leverage. Instead of dramatically expanding the size of a supporting function, I think one of the key things that we’re looking to do is identify a larger number of people who can have a greater impact. For most organizations, that means making sure your front-line managers are enabled to intervene in those really small, but critical and meaningful ways on a daily basis.

Whether that’s your sales managers, whether that’s, for me, the manager of my solution consulting team, making sure that those people are empowered and have the items that they need on a daily basis to help their individual contributors, to help their sellers. Your sales managers, your people managers, whoever they are in your business, are always going to be the people who can make the biggest difference on a daily, weekly, and monthly basis and make sure that they’re supported and that they’re empowered and that they are enabled is, I think, one of the ways that we’re going to continue to drive additional efficiency. We feel like we’ve got a really good handle on onboarding and enabling our sellers, and so now it’s really time to focus on our people managers.

SS: I love that, and I think that that is a fantastic approach, Shawn. Thank you so much for joining us today. I really appreciate the time.

SP: Absolutely. Thank you for having me,

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Chris Larson, the Chief Financial Officer at Highspot. Thanks for joining, Chris! I’d love for you to tell us about yourself, your background, and your role here at Highspot. 

Chris Larson: Thanks for having me. I’m Chris Larson, the CFO at Highspot. I started my career at Deloitte here in the Seattle area and served a couple of different categories of clients, private companies, and public companies. From there, after several years, moved on to Amazon. In my first few years at Amazon, I was with AWS. This was some time ago when they were still really trying to get that business off the ground and really get momentum. My latter couple of years at Amazon was within the SEC reporting group, doing the global accounting closely following Amazon. I did a quick stop for a couple of years at a company called Porch, the local startup, now public, and I’ve been at Highspot since 2017. 

My history at Highspot is that I got here right after their series B. We were about 65 employees with just a few million dollars in revenue and have grown quite a bit since then. It’s been a really fun journey being here for the growth, the new countries, and the new products. Here I am today. 

SS: Well, Chris, it has been fantastic working with you as our CFO for, as you said, nearly the last five years. Over the course of that time, we had a period of growth at all costs and now we’re really starting to see a fundamental shift to focus on more efficient strategic growth. From your perspective, why is efficiency so important for business leaders to focus on in today’s economic climate? 

CL: As you said, these last few years have definitely been growth at all costs and that’s what was celebrated. I think there are a lot of drivers that go into this. Some are logical, some are not, but I think what’s clear if you look at the last year, it’s been a very strong signal that scalable growth, durable growth, however, you want to label it, is what matters. Just to be clear, revenue growth, of course, still matters. That’s an evergreen, that’s always going to be there, but it’s super important these days that companies can show their ability to grow efficiently. 

Now, in my opinion, it’s actually a return to a more sane and sustainable investing environment and businesses are getting back to the fundamentals. The question of like, why should leaders care about it, in a rational investing environment like we’re in right now and probably will be for quite some time hopefully, the evaluation of your company is going to be based on the present value of your future profits and your cash flows. Companies are being scrutinized right now like they haven’t been in years about what’s their unit economics sure great, show your growth, but you also have to show strong unit economics. If you want to stand out as a leader, right now, it’s demonstrating to your company that you’re thinking like an owner and you’re thinking with the current times where efficiency matters.

SS: For our audience, what are some of your best practices for helping the company manage change to drive efficiency?

CL: This is an area that I’ve thought a lot about recently. There are a few fundamentals that I would suggest here. First and foremost is to be authentic. I mean, that’s just general advice as you’re trying to make a change in your organization, but be authentic. I just feel like it’s so foundational and hopefully, you’ve done enough research and self-learning to get the proper amount of education to just know how important it is that we are sustainable. We’re building something of the company that’s sustainable. 

I think the second thing I’d say is to paint the picture of what’s possible. At the end of the day, people are going to be motivated by what’s at the end of the rainbow. That’s that way you can make sure that as you’re communicating, like here’s why we’re driving towards what we’re driving toward. For your company, it might be we want to create a great enterprise value or we want to deliver all these things to all of our available customers, therefore, we have to do it efficiently and effectively. 

The third category I’d say is to ask people to act like owners. I just mentioned this in our annual kickoff for our whole company and talked about this notion of, look, you invest a tremendous amount of your time and energy at this company, you’re literally a shareholder in the sense that you have stock options. Think of yourself as an owner of this company and start making decisions accordingly. Then, finally, it’s kind of the call to action, but it’s to empower your employees. Encourage them to have a voice. They are on the front lines. They understand how processes can be made better, how efficiency can really be gained, and give them that voice to have those communications throughout their organizations.

SS: I think that is really fantastic advice, Chris. Now, to pivot a little bit for our audience in enablement, many enablement teams across different organizations today need to consistently prove their value to justify their budget and their resourcing investments. From your perspective, why is sales enablement a worthwhile investment especially as you think about efficiency? 

CL: That is a great question. I’ll take a very CFO lens when I answer this question. If you just start with revenue, there’s inherently always going to be pressure to increase revenue in any business. That, again, is just something that’s evergreen. Sales enablement is the function that wakes up every day and they’re laser-focused on improving the output from your sales team. As a CFO, I personally sleep better at night knowing that there are people in our company that are obsessed with that and they make it their daily job. Growing revenue, of course, is lots of people’s jobs, but having that focus of making sure that our reps are incredibly effective is critical to unlocking that revenue growth that we need. I think that a great enablement team is a mobilizer within the business. They see a lot of surface area and they’re able to connect the dots, like take that strategy that we’re trying to drive as a business and turn it into action. I think the thing I respect about enablement teams is when they’re able to use data to paint that story and remove some of the anecdotal, which of course are important, but even more important is like, what are the trends? Where can we really focus our time to have the highest impact in order to grow revenue? 

The second area I’ll talk about is OpEx. Compensation for Highspot, for many companies, is the largest expense category that you’ve got on your P&L. Even if you break down compensation, the amount you pay your sales teams is incredibly significant. If you can optimize that expense by just a point or two, it could be game-changing for the financial profile of your company. When I think about our sales team and our sales spend, I really want to maximize the output of that investment. A high-functioning sales enablement team is one key component to all that and making sure that we’re making that exponential impact on the sales organization. 

SS: Absolutely. I love that CFO perspective, so keep that coming. Now, how would you recommend enablement leaders stay aligned with the goals of the company, especially as change occurs to drive business impact on things like efficiency?

CL: I would say for enablement leaders, I would start with educating yourself on just the basic financial metrics. You don’t have to be wizard level or be able to keep up with your finance team, but I think just starting with that education on what our P&L looks like and what are the important KPIs that our go-to-market engine is being monitored on. What are some of the conversations that are being had at the upper management levels at the board level to understand the health of our function? If your company’s public, I’d say go read the earnings release. That will give you a lens into exactly what management’s objectives are for their bosses, who are the shareholders. 

The second thing I’d say is just to know the goals of the company. If you’re setting corporate goals and things like that, that should be a lens into what management cares about. Even better is to find a way to advocate and influence what those goals are. That’s a way to demonstrate that you’re thinking like an owner and show that you care about the top line, revenue, and then the bottom line, which is profits. My final piece of advice would just go talk to finance. Just trust me, your finance team will appreciate having allies out there in the company. We’re not scary people, we’re happy to have the conversation. I think just establishing that bridge and demonstrating that you care about the financial efficiency of the business will be a huge unlock. I think you’ll find you’ll be warmly received coming in with that message.

SS: I couldn’t agree more. For those enablement leaders that don’t get as much access to the c-suite, how should enablement leaders approach conversations with c-suite executives, like a CFO, about the value that enablement brings to the business? 

CL: Great question. I think I would first start with just some basic general advice, so speak at the right altitude. If you’re talking to the c-suite, they don’t live in the details or experience the same problems that you do. I will say, especially with the CFO, don’t be surprised if they’re ready to go dive into the details. We want to really understand on the front lines what’s going on, so be armed and ready to go down to that level if you need to. I would say the positioning that I would take with the CFO, for instance, would be that enablement is critical, both for revenue growth and efficiency. I think historically, there’s been a lot more focus on ‘how we’re going to help you grow the top line’ and not necessarily as much focus on, ‘hey, you have all these change initiatives that you’re trying to do right now to become more efficient we are a tool that can help with that.’ 

As I mentioned in one of the previous answers, just know the company’s initiatives, problems, goals, and as you go to the c-suite. They’re going to want to focus on those more and more because oftentimes that’s what they’re measured against in terms of their performance. I love talking to enablement folks and seeing their insights. There’s a lot that I don’t see on the front lines of the go-to-market. I might have a hunch that something is not working as well as it should be, and when an enablement leader can come to me and say yes, that thing that you’re wondering about is broken, but like here’s how enablement is helping to actually fix that problem, it’s a validation point for a leader that has that hunch. 

I’ll give you an example. In this environment, you’re wondering ‘are my reps as good at negotiating as they should be’ because times have changed and negotiation is more important than ever. Knowing like, yes, we have a focused effort on negotiation, and here’s how we’re actually rolling it out through our enablement program gives me more comfort as the CFO that like I’m getting value for my spend. 

Then, finally, I’ll just end with establishing a little bit of FOMO. I think as a category, sales enablement has been really hot these past several years and it’s getting to a point where if you don’t have enablement or even a robust enablement system within your company, you’re behind the times. I think preying on a little bit of the fear that you might get with an executive or a CFO is, am I missing a key part of my business process that should be there? If I’m not doing what’s normal, you really have to ask yourself, why am I comfortable being different from what’s normal? 

SS: That’s fantastic advice. You hit on two things that I want to just drill a little bit into which are around the insights that enablement can bring. When it comes to investment in technology, what metrics would you recommend leaders bring to c-suite executives to show the value of the tools they’re using in enablement? 

CL: I’ll just pick two here. ROI is one and then tool consolidation is the other. I mean, I think I hear tool consolidation every day in some sentence or another. If I just start with the ROI front, I’ve seen really good presentations of ROI and I’ve seen some really terrible presentations of ROI. I think from a CFO who is inherently going to be skeptical, don’t exaggerate the ROI that you’re putting in front of them. You really have to acknowledge where your assumptions are and where they may be conservative and just tread lightly with respect to how much you push that ROI. There’s a story I’ve told a couple of times recently of a CFO that I was talking to and he said, if I believed every ROI calculator that I ever got from a salesperson, I’d have a $10 billion business. There’s abuse out there with using ROI. 

The second thing I’d say is to know the ROI backward and forward. Oftentimes I will push on the salesperson and say like, tell me about that number like where did that come from? The good people can dive down a couple of clicks and explain it. The bad experience for me as a CFO is them saying things like, oh, I’m not quite sure, let me go talk to my team and get back to you on that. You erode a lot of trust with an answer.  

Then the third thing I’ll say on ROI is if you can get your champion out there to put their money where their mouth is, it makes a big difference. Here’s an example: if you’re claiming that the tool that you’re selling is going to increase revenue by X percent, as a CFO I’m going to look to the sales leader and say, okay, if I buy this tool, are you going to call up your number by that amount? If they’re not willing to put their money where their mouth is, it makes me much less skeptical that we’re going to get that ROI.  

Now moving over to tool consolidation. If you can credibly position your technology as an opportunity to consolidate tools, that’s a tangible cost saving. That’s tangible cost savings because yes, you’re spending more with a certain vendor, in theory, you’re getting economies of scale and you’re actually going to get higher discounts. There’s also that element of just maintaining a tool which is expensive. There are a lot of people costs that go into maintaining lots and lots of tools across an organization. The more you consolidate, the more you’re able to rein that in and actually concentrate on a few vendors. I found that companies are more open than they’ve been in many years to using a single platform rather than segmenting it into a whole bunch of different little parts so that everybody can get exactly what they want along the way. There’s certainly this trend around just let’s consolidate down the overall spend. 

SS: Absolutely, I couldn’t agree more, we are seeing that trend. Can you share some ways that Highspot can help teams through uncertain economic climates?

CL: If you just go back fundamentally to what Highspot does, we’re all about improving the productivity of reps. As we’re aware, the selling environment has changed. A couple of examples of why this is important. In my opinion, from what I’ve observed and what I hear from our frontline sellers, the selling environment has changed from peacetime to wartime. What I mean by that is this element where someone just raised a bunch of money and they’re going to go juice their sales organization and they need to hire like crazy and you just have to hustle and keep up with the demand is a thing of the past. I think a lot of selling organizations have lost some skills that they either never had or used to have and they got weak, which is how do you actually sell when you’re selling in an uphill battle? 

I think Highspot is a tool where you start designing these initiatives to kind of sharpen those skills where you’re going to go do it. I would say Highspot is the place where those sorts of initiatives start to happen. Good old selling value, good old handling CFO objections, good old being a better negotiator, Highspot is where you can actually put some of those plays into the process and monitor that it’s actually happening. 

The second thing I’ll say is every rep matters. Highspot is the way that you can improve every rep’s performance. In the last couple of years, there’s been slack in the system. You just inherently know that I’m going to spend a bunch of money on reps, some are going to perform, and some aren’t. I’m going to work on it and try to get them as best as I can. Much of that slack, maybe all of that slack, has been removed from the system and it’s more critical than ever that every rep is performing. I think that the element of improving rep attainment is more important than ever. I know it’s something we talk about at the board level, and it’s incredibly important. 

Finally, I’ll say ramp time has to be reduced and Highspot is a tool that can help shorten ramp time. It costs a lot of money to hire a rep, ramp a rep and get them actually producing revenue. Of course, the faster that you can rein this in, the faster you’re going to be able to start recouping your investment. 

SS: Absolutely. This has been a fantastic conversation, Chris. Given the economic uncertainty, my last question for you is what predictions do you have for the future of enablement and the value that it can bring to businesses today and in the long term?

CL: From a prediction standpoint, I think the category has a tremendous amount of momentum. This was building for years, even before we started to hit this economic uncertainty and this economic environment is going to be a bump in the road. Things always recover. If done right, I think that the downturn is actually an opportunity for enablement professionals and enablement tool providers to prove that they can not only drive positive impact when it’s good times, when you’re growing and it’s like you’re just trying to keep up and it’s crazy times. I think now it’s when enablement proves that they’re resilient as a category, and they’re a key contributor to adapting to an economic downturn. Fundamentally, for companies, I firmly believe that companies either weakened or they strengthened during a downturn, and if you’re investing in enablement and you’re really making a machine of a go-to-market organization, you’ll slingshot out of this downturn once the downturn starts to subside and you’re going to capture all that upside ahead. 

SS: I couldn’t agree more. Chris, thank you so much for joining us today. I value the insights from a CFO especially today in the current economic climate. Thank you so much. 

CL: Thanks for having me. 

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot. 

Productivity is crucial in our current business landscape, however, 43% of teams do not have a way to measure sales efficiency, according to research from Sales Enablement PRO. So how can teams maximize efficiency and effectiveness to make their investments worthwhile?

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Lauren Hutton, the Director of Commercial Activation at The Trade Desk. Thanks for joining, Lauren! I’d love for you to tell us about yourself, your background, and your role.

Lauren Hutton: Hi, my name is Lauren Hutton and I come by way of The Trade Desk. The Trade Desk is an independent media buying platform that helps marketers and advertisers reach their customers through a relevant ad experience. My role over here at The Trade Desk is to manage a team of storytellers who put the client’s priority first and try to understand how our solutions and technology and the open internet, in general, can really help them drive better business outcomes.

SS: We’re excited to have you here, Lauren. The Trade Desk has been growing rapidly. How are you using Highspots unified platform to stay productive while scaling?

LH: That is such a great question. When I first joined The Trade Desk, we were in a hyper-growth stage, as many startups, small companies, and large public companies go through. At that particular point in time, there were a bunch of different organizational tools that we were using for documentation, knowledge, and the stories that we make. It was organized chaos, I like to call it. There was a thought process behind the way that each team was doing it, but there wasn’t one central thought process.

When I joined, as a newcomer and someone who was going through onboarding, trying to learn everything about the platform, such as the stories that we tell and the way that we connect with our clients, it was really difficult to get a full holistic sense and to find examples of work. One of the things that we thought of almost immediately as a team, and one of the teams that makes a lot of content for our commercial teams, as we need to create a better way of doing this. We need to get people out of the ‘search’ mindset and instead into the ‘which piece of content is best for me to utilize and which is going to resonate most from my client’ mindset. We did a little bit of digging and we found Highspot and that’s really what the tool has been doing. It’s been acting as a central repository for every support team, and every marketing function within The Trade Desk and allowing every single person to access everything really at the drop of the hat.

SS: Prior to Highspot, what were some challenges your reps are facing as it relates to productivity and how has high spot helped you solve these challenges to drive productivity?

LH: That is another great question. There were quite a few problems that we were facing and one of the largest was reps downloading non-recent content. Because we didn’t have a central repository where all of our documents could be stored, reps were using a multitude of different places to pull down content. One of them was Slack, another one would be emailed. It might be just peer-to-peer, someone asking someone if they have something relevant to what they were looking for, and the problem with that is particularly a piece of work in our industry, technology, it is ever evolving and always adapting, gets old very fast and the material becomes outdated almost immediately.

By pulling things down through these disparate channels, we noticed people were using outdated content, not wrong, but definitely old, definitely no longer relevant, and not the most accurate. That was one of the biggest problems that we wanted to face, and Highspot with its API integrations into SharePoint was an immediate solution to the recency problem there is a multitude of other problems that Highspot helped to solve such as consolidation, easy searchability, the ability to tag things through a multitude of different ways so that we can search for things while layering on the different priorities or topics or subjects or verticals that one might be interested in finding something through. The recency was a problem that we’re most excited to have solved.

SS: Training and coaching programs can play a key role in helping teams improve productivity and The Trade Desk actually recently expanded its use of Highspot to include our training and coaching capabilities within our platform. At a high level, can you tell us about the value of training and coaching and driving sales productivity and really the role that Highspot played in helping you to do so?

LH: Absolutely. We had a learning platform that was being leveraged for both our internal teams and our external teams. While it is a great learning platform, what we noticed was that there was a disconnect between where all the information was stored and where all the information was being taught. What that disconnect really did was add a lot of manual labor and a lot of time spent connecting links, updating the material, updating links, and trying to connect the two. One of the problems that we saw that we could solve immediately was by bringing a learning system into the same system in which we are consolidating and containing all of the information the company needs, we could make it very easy to make sure that, again, the recency problem is solved for both and we take a lot of manual labor off. That is the external bandwidth solution.

When we look outside of ourselves and we look at our internal stakeholders, which are the sales teams, we’re solving a ton of problems there too. To consolidate them and create a singular platform that they can go to whether they need to learn about a new product through an auditory learning program, a visual learning program, or by simply finding one sheet or a case study or whatever sort of mechanism works best for their learning style, we’re creating something that works for everyone and we’re creating something that can scale. Those are the two most important things for us. We have a very diverse team, we’re global, we’re multinational and people learn differently. By creating a place where people can go that fits their style best, you’re resonating with them more, which means the material is going to be learned faster and better. We’re solving all this internal bandwidth issue that was being caused by having disparate solutions.

Additionally, we’re bringing internal teams together to work better cross-functionally. We’re understanding what the product team is doing better, what the marketing team is doing better, and what the commercial training team is doing better. The way that we’re teaching these things to clients externally and by creating that sort of symmetry, we’re also creating a more consistent message across every function within the company.

SS: To improve productivity through any tool, you need great adoption and you’ve built great momentum across multiple teams to drive the adoption of Highspot. Can you share some strategies you’ve used to drive adoption?

LH: Lucky for The Trade Desk we have a really great HBS, Harvard Business School, program that we put a lot of the managers through. One of the key areas that we learned in that program is change management. I had taken that before we decided to bring Highspot on and it really taught me a lot about building momentum, getting people on board, and getting people to understand the why behind the what and how is important. When we approached Highspot and the onboarding of a new tool, we very much followed that curriculum.

We first pitched it to the necessary stakeholders and helped them understand the significance of analytics, consolidation, and creating a singular one-stop shop for go-to-market teams. We got these leaders to be on board and then we pitched it internally to the app owners and those that would need to approve a budget for a new tool. We had to explain the differences and nuances between a tool like Highspot and what we already had to understand the value of paying for a new application. Once we got those individuals on board, then we started to build out infrastructure and the Highspot team here could tell you how many times we workshop different infrastructures.

We started with what was most recommended by Highspot, then we went a totally different direction and we landed somewhere in between because the reality is we’re a large team and we are ever-evolving, and something out of the box wasn’t going to fit what we needed and we also weren’t going to be able to adopt and adapt to every single tool and function that’s available within Highspot immediately. Recognizing that early on and deciding to take a step-by-step or crawl, walk, run approach really helped us get people on board faster.

A good example is we have not yet rolled out pitch functionality. We just knew that trying to get everyone to utilize the platform was going to be our biggest challenge. Once we had people hooked, rolling out additional functionality that would require some minor lift on their end, and some understanding and training would be much better served after that initial adoption. Our approach following the approval of the license and the infrastructure of our initial architecture was then to bring on a team of internal application testers. They are a global team of individuals that have been nominated across every single function and division as early adopters. We brought those individuals on board as well as a special nominated team across commercial and business teams to test. We beta-tested for a while, took a lot of feedback and we iterated, changed, and were very open to what the user experience was telling us was right and wrong. We made all of those changes before we went to GA.

When we went GA it wasn’t simply ‘here’s a new tool, go and get it.’ It was global training that led to office hours and regional training sessions. We were so excited from the initial training because there was a ton of participation, and questions and people were very excited about the platform. We had a natural momentum because we were solving a problem that benefited everyone, but we didn’t rely on that solely to make sure that it was successful. We’ve been incredibly impressed with the way that the team has brought Highspot into the field. Internally, we call Highspot “Lighthouse.” Everything at The Trade Desk is nautical-themed because we are west coast based and have a lot of avid beachgoers and surfers internally. We actually call the tool “Lighthouse”, we call spots “Harbors”, and we made it our own and we made it fun. I think that was just a cherry on top of a well-thought-out product rollout map that we had put together.

SS: How has the adoption of Highspot helped improve the productivity of your reps, especially when it comes to saving time and improving rep’s effectiveness and customer interactions?

LH: I think that answer is twofold. The first part of that is how are we saving time and time. Time-saved is a benefit to the company. It’s a benefit to the reps and it makes sure that our business teams are on the market. That was our number one priority because we need to get people what they need fast. The second priority, answering the second part of your question, is we need to make sure it’s right and recent and quality. When we thought of the infrastructure of what we call Lighthouse, the tool Highspot, was what are the ways that people are searching. We did a massive survey of the business teams and we went around to people and we asked when you are looking for something, how are you looking for it? What is the priority or the key question that you’re trying to answer?

We asked a ton of people and then we went through all the Slack channels of all the support teams when people were looking for something. We found that people look for things in three ways, they look for it by asset type, they look for it by vertical and they look at it by channel, at least internally for us. By that I mean people come to us and they say ‘I need a case study’. That’s an asset. ‘I needed to be for automotive’, that’s vertical. ‘I needed to be across CTV’, which is the channel. It was those three things and everyone sort of had a different variation of the order. Some people were like, I need to be smart about automotive and I’d love for it to come in the form of a pitch deck and, in particular, I needed to be Omni channel, which is every channel, but it was some variation of the three.

When we were thinking about the architecture, we were thinking, let’s think like someone on the business team because that’s who we’re solving for, those are internal clients. Who cares about how we want to support teams or want to organize it or what we think is best? It doesn’t matter what we think is best, what matters is that we answer the needs of our internal clients. That’s really how we set up the infrastructure and the homepage itself is structured that way. It says, to browse by asset type, browse by channel, and browse by vertical. We made sure that all of the tags in our system follow suit. We do have things that the internal support teams think about. Client priorities is a really good example where we say, is the client’s priority to reach their audiences? Then, the client’s priority is reached. Is the client’s priority identity, which is a way to future-proof your business?

We have those tags but if I’m being honest I think the tags that are most used are the ones that we created specifically for the business teams. By creating tags and filters, that will allow them to find what they need faster, we saved an infinite amount of time. That’s my more optimistic way of thinking about how the business teams are using the platform because the reality is they also just adore universal search. The universal search for everything, and we even have a tool internally that acts as a universal search across every single application that we have and store content in, including Lighthouse because your API is open for us to do so.

Universal Search is a huge time saver. People used to have to go into all of these different platforms. We had dropbox at the time, we were transitioning to OneDrive. We also had Slack, we had all of the different SharePoint folders that you would go into to find what you made, what you recently touched, or what was shared with you. By creating this consolidated approach, by creating filters that matter to the teams that were serving, and by allowing people to leverage universal search. I don’t have to sell Highspot, but I think we all know how great universal search and your tool are. The fact that it’s not just the tags, it’s not just the title, it’s anything in the content, anything said in a video, it was a real game changer and we asked about the time saved in follow-up surveys and it was significant. The impact was real. It’s felt by our team members, and the time that they do spend searching now is because they’re looking for what might be the most right for their client versus finding something at all.

SS: To dig a little bit deeper into adoption, a big win for your team was achieving a 90% adoption rate, particularly amongst new hires going through onboarding. Can you share advice on how you drive adoption from the start of a rep’s journey with your organization?

LH: Again, I think it’s really twofold. I think we wanted to roll out a learning tool until after Lighthouse became such a staple to the business teams and to everyone that existed there. When you come on board, naturally everyone’s talking about this tool that you’re going to use that’s going to help you find any piece of content, any piece of knowledge and information that you might need. There’s this innate necessity for someone to want to use Highspot or Lighthouse as we call it, and so that was the first piece. Once we saw the adoption of the platform in general, from sort of a collateral standpoint, making sure that it was rolled out from a learning tool standpoint was easier because it became such an everyday necessity to use it.

That said, we have a phenomenal commercial training team within The Trade Desk that is solely focused on really understanding their internal stakeholders and what their needs are. They think about the learning process, what’s going to really resonate with people, and what’s gonna make this fun. The previous learning tool that we had was just videos and you would sit there for hours and hours on end, just sort of zoning out at these videos they were well produced and they were fantastically written and said and scripted, but it’s tough to go through eight hours of video a day for your first two weeks and try to really take it all in.

One of the things that they loved about the LMS within Highspot was how interactive you can make it. You can watch a quick video and then take a quick question and then write a paragraph of your interpretation of what was just said and you can make it a much more interactive journey. I think that interactivity and the way that the commercial training team internally thought about their internal stakeholder is really the reason that it’s so well adapted. They made it fun, they made it custom, they made it thoughtful and they made it in a place where people are naturally going to go every single day no matter what.

SS: Lauren, what metrics do you track specifically to measure the success of your programs in driving productivity and what are the specific results that you’ve seen?

LH: Just like our approach to rolling out the platform, we decided from a metrics and KPI standpoint to really think about it from a crawl, walk, run standpoint. From a crawl standpoint, we just wanted adoption, we wanted users to come into the platform, leverage the platform, become familiar with it, and learn to adopt it. There are obvious metrics within Highspot that allow us to do so like user sessions and time spent. We were specifically focused on the teams which we considered necessary to be on the platform every day. We have a lot of departments at The Trade Desk, and some of them are there for very specific purposes. Legal is a very good example of a team that we do not expect to be in and out of the platform every day. They are there when we need them to review specific content and documentation and make sure that we’re following parameters in terms of what we can and cannot release externally and internally.

Among the business teams are core functions that we wanted to be in and out of the platform every day, and we saw fantastic adoption. We gave ourselves a check mark on that. The users are coming in, the users are continually coming in and they’re spending time on the platform, fantastic. The next phase of this crawling stage was how can we continue to improve the experience of the users once they’re on the platform. To us, that became a function of views on content and all of those great content analytics. How many pieces of content are on the platform that has been published for over 90 days that people aren’t looking at? Well, can we get rid of those and clean those up and make sure that this becomes an experience where only the content that people want to access exists and get rid of some of the fluff in the noise?

We started using analytics like that, we are constantly managing any flags or violating policies. We have really strict policies around what can be published, whether it’s from a quality perspective, whether it’s from a recency perspective, and we want to make sure that the reps have every piece of information available about every piece of content that they want to access, like who authored it, who’s the feedback owner, when was it published, what’s the description of it? All of these things ultimately improve the way that the users think about the content that’s in there. That was the crawling stage, I was thinking about improving the user experience or the analytics available, whether it’s through the maintenance of the platform and hygiene of the platform or whether it was just from understanding what content was resonating most with them. We did use some of the search functionality to understand what they are looking for and what has the highest click-through rate and where can we as support teams lean in and create more content around topics that aren’t being supported based on the search functionality metrics. That was another good one that we started choosing this phase.

Then this next stage that we’re about to enter into, I like to think of as the run stage. We’ve really thought about the internal user experience. Now, what about the client experience and the external user experience? We plan to be rolling out pitch functionality in the next quarter or so. Through that, our hope is to really understand, okay, well we know what’s resonating with our internal clients, what’s resonating with our clients? Where are they spending their time within the pieces of content that we send them to understand the profiles of our clients by creating an integration with Salesforce and understanding what content is resonating with which type of client, whether they be brand direct, whether they work at an agency, whether they’re high level or whether their hands on keyboard?

All of this stuff really matters and will ultimately help us create more custom-relevant and high-quality content that benefits everyone. It’s sort of a virtuous cycle between the support teams, our internal teams, and our clients. We’ve built the two first phases of that virtuous cycle. The last piece for us to really have fallen places is the client piece. We’re really excited and hopefully, I’ll be able to join you in six months or more and tell you all about how that’s worked out for us.

SS: Those are some impressive results. How do you go about gathering feedback to optimize your efforts and how does this help you improve your impact on productivity?

LH: Feedback is fantastic. Feedback means that we can improve, we can drive better quality, and we can drive better adoption through driving better quality. We ask for feedback in a multitude of ways. One of the ways that we obviously can easily get feedback is from someone just going into Highspot and clicking’ send feedback’ because we make sure that feedback owners are identified on every single piece of content, these users act as editors, they act as arbiters of what makes sense and what needs work and it’s been really useful. I got a piece of feedback this morning that within one sheet a link was broken because our knowledge portal is transitioned and that person said here’s the new link, can you update it. That not only saves our internal teams but our external clients to who we might have sent that one sheet. Feedback is instrumental in making sure that the content is right, relevant, and quality and that’s a big piece of it.

Another piece of it is we want people to feel part of the experience. We ask for people to submit pieces of content that they might have created outside of the support teams that they want to be published and we put it through a little bit of a rigorous identification and qualification process and then we publish it so that they feel part of the entire community. That’s really what we’re trying to create a community, then you allow for communication to go both ways. When you allow for participation that goes on both sides, you really create a symbiotic relationship with the people that you’re serving and create a community that people want to continue to foster and uphold and uplevel. That’s really what feedback means to us.

SS: Another important factor to keep reps productive long term is actually content governance, which I think a lot of organizations may not prioritize as much as they need to. Content governance can ensure that reps can efficiently find the right content. Can you share some best practices for driving outstanding content governance to improve the productivity of your teams?

LH: I think the biggest piece of the success there is that we created a group of individual leaders across each of the support functions, who essentially made themselves responsible for their teams. They are not only brought in, but they are also evangelizers, they are early adopters, they are proud app owners within their key functions and I think by having this core group who feels pride and pride and ownership, we created a really great cycle by which we don’t have a single person or a couple of people owning and governing this app, we have people across every single division, across every single function helping us to govern this app. It’s not a one-person job, again, it’s that community function, it’s that community feel and everybody holds everybody accountable. I think that’s one of the really big reasons it’s been successful.

I also think, that said, we do have individuals who have within their role and their function-specific time carved out to hold those who are newer and less familiar accountable in a kind and teachable way to uphold the standards in the longer term. It’s part of the onboarding process now for any of the support teams, there are coaching and mentorship opportunities for when we govern and we see mistakes consistently across an individual to have those individuals spoken to in a really thoughtful way and get them to understand the why behind the how and I think that’s all really led to just a positive communal experience within the platform.

SS: Last question for you, Lauren. In this current economic climate, I’d love to hear your perspective, on why is sales enablement so crucial to the success of your organization.

LH: I think it’s a scary volatile time for a lot of people. There’s a lot of unknown. There’s a lot of chatter about what’s to come, and when you think about this from a client perspective in our industry, our clients want a plan. They need a way to adapt and evolve and stay on top through what could be a very scary time. When I think about the way that we need to approach our clients, we need to be with them, we need to be talking to them, we need to be out of the market with them and we need to be understanding their problems, priorities, concerns and we need to be next to them in creating a plan that will help them achieve success even during a recession.

Even during a global pandemic, we need to create flexibility, transparency, and openness between our two companies and I think the only way that we can do that is by arming reps with everything they need to know and getting them back in the market fast. The only way to do that is to make sure that they can find what they need and that again they can find what they need fast and that what they find is recent, relevant, and quality and that’s what Highspot does. It enables our reps to get smart quickly, get back in front of their clients, and be there and be the partner that the client needs rather than spending days getting back to them on certain key questions or weeks putting together the right material to pitch them the right solution we’re helping them find what’s going to resonate with the client quickly and that’s the key to success for everyone. Again, it’s that virtuous cycle. We support our teams, then our teams support our clients and our clients then support our company by working with us and creating a partnership that benefits both.

SS: Thank you so much for joining us, Lauren, I really appreciate the time.

LH: Thank you so much for having me. It’s always a pleasure. Anything for Highspot. What you guys have done is invaluable and we try to be the best partner we can be for you guys in return.

SS: To our audience, thanks for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Bart Prins, the Chief Business Development Officer at Taylor Corporation. Thanks for joining, Bart! I’d love for you to tell us about yourself, your background, and your role.

Bart Prins: Great to be with you. My name is Bart Prins and new business development is what I’ve dedicated my career to and I just absolutely love it. I started off as a BDR during the first .com boom. I then moved into a series of player-coach roles and from there I started running bigger and bigger business development teams. Today, I lead the business development function at Taylor, which is a very large privately held company in the graphics communications industry. 

A typical day for me includes selecting and then supporting the right tools in the new business development toolkit, you might say. Those tools include people, processes, and technology, and then help our organization use those tools in an optimal way to acquire brand new business. 

SS: Now, Bart, as you mentioned in your introduction, you lead business development in a highly competitive market. What does sales productivity look like for you and what does it mean for your organization? 

BP: At Taylor, sales productivity is all about using the right tools for the right job and if you do that well you’re going to be productive. What that looks like for us is integrating the sales and marketing teams into one combined team that is focused on new revenue. Every member of that team does what they’re uniquely capable of doing best. Also, for us, productivity involves objectively analyzing the opportunities in our pipeline and then deciding to spend our time on the ones that were most likely to win and where we can spend our time doing our very best work for our customers. 

SS: I love that. How does Highspot help your business development reps, or BDRs, improve productivity?

BP: There are really two points. First, we help our team members understand the questions that Highspot can answer for them. Things that are on their minds related to deals that are in their pipelines, such as who is engaging with my content and who is not. Another question that we answer for them is where do I go in Highspot to find the information that I need? Again, the tools are in the toolbox. 

The second thing that I want to emphasize is we learn from each other. What I’ve learned from the business development reps is some really unique ways to use Highspot that I hadn’t thought of, so they come to me and show me what they’re doing and then what we do from there is we train the rest of the team on best practices. It’s really a combination of sort of top-down training and coaching on how to use Highspot, and also sort of bottoms up the users of Highspot every single day that is in the tool and showing management what they’re doing that the rest of the team should be doing. 

SS: I love to hear that. What advice do you have for keeping your sales process current and streamlined to optimize productivity? 

BP: I have two bits of advice really under one main point, which is to focus on your customers and do that in two ways. The first thing I would offer as advice is to talk to your customers directly and ask them how, when and why they buy the solutions that you provide. Secondly, I also recommend objectively assessing what they tell you by awarding you business or not. Both of those things together are forms of feedback that are going to tell you how well your sales process is working and what you may need to change. Listen to the market, look at what people are telling you, either directly or through awarding you deals or not, then you will know if you’re on the right track. 

SS: That’s fantastic. What are some of the common challenges that your reps have experienced in terms of sales productivity and how have you gone about overcoming those? 

BP: A common challenge that I think your audience can relate to is that a lot of our best salespeople have trouble now and then letting go of what may not necessarily be the highest value-creating work that they do every single day. Really successful salespeople like to maintain control of an opportunity, but the opportunities that we work on a Taylor are typically pretty complex and they require a team where everyone plays a unique complementary position. Salespeople cannot play every position as much as they would like to. That’s really been a challenge that we’ve been able to deal with, but having salespeople let go of things that they may not necessarily need to be doing. 

What we’ve done is created on our deal teams, role clarity and what that means is everyone understands uniquely what they’re doing, why they’re doing it and then we’ve also complimented that with a culture of trust and shared accountability and frankly selflessness, so that when we win as a team, we win together and when we don’t, we don’t. That’s really what we’ve done to address that challenge of people wanting to hang on to things that they may not be best suited to do.

SS: To shift gears, what are some metrics that you use to track to measure the productivity of your sales teams? 

BP: Well, we try to keep it simple, as complex as things can be. We look at the cost of new revenue acquisition as a percentage of revenue. Then, we also look at our win rate for opportunities that we scored as either fitting us exceptionally well or not. How are we performing? We had an exceptionally strong year last year and I really believe that that is a product of the discipline that we’ve brought to finding the right types of opportunities that fit us really well, assessing whether the customer is really interested in having a conversation and fixing a problem now, or is it something that they’re looking to solve in the future. Then, putting our very best resources on that deal team on the best opportunities that we are most likely to win. When you do all of those things right, you’re going to get great results and we have been getting those for the last few years.

SS: I love that. How do you use analytics within Highspot to drive productivity and really achieve better results among your reps? 

BP: I’m glad you asked because that is really important. Engagement with our content is a really good sign of how important our solution is to the customer right now. That gives us a really good sense of whether our interest in doing business with them matches at least their level of interest in doing business with us. It’s really not a good use of our time to have salespeople pursue a conversation with a customer when they’re simply not ready to buy and what Highspot’s been able to do through its tracking capabilities is give us a really effective, consistent way to answer the question is the customer engaged with what we’re providing to them. Are they interested in talking to us as much as we’re interested in talking to them? I feel that’s a really important way to use Highspot. 

SS: How do you approach managing underperformance to boost BDR productivity? 

BP: What Highspot does is it shows us what’s working and our sales teams are always interested in knowing exactly that. By knowing what’s working, what I mean is are our prospects and customers clearly interested in what we’re providing to them or are they not interested in it? What we’re able to do is we’re able to correlate the engagement level with the opportunity score with pipeline value and ultimately won revenue. 

So how to coach our sales leaders and teams to boost performance? We have them look at the data that is being provided back to us through Highspot. That gives us a sense of where we should be prioritizing our time right now and where we may have a customer who is interested in talking to us, but they’re not engaging to the level where this seems to be a burning issue for them or a problem that they need to solve in the immediate term, which is fine, but we would just handle that opportunity a little bit differently than we would with someone who’s engaging with our content consistently and immediately. 

SS: I love that. I’d also love to hear from you, Bart, about how you and your team are keeping productivity top of mind, especially with the current uncertainty that the economic climate is bringing.

BP: It’s become part of our culture that productivity is a way of life. It’s not something that we do annually, quarterly or monthly, we do it every single day and we’re able to do it every single day because we have so many fantastic tools in our toolbox, including Highspot. These tools are providing us with immediate feedback from the market in terms of which of our marketing campaigns are really taking hold. Which of our customers is engaging with the content that we’re putting out? Which of the deals that we’re working on our customers doing the sorts of things that you would naturally do if you were interested in doing business with us and so on and so forth. We plan to remain productive by assessing, really on a daily basis, what’s working, what’s not doing more of what’s working, and then when we do all of that, the return on the investment in this team is just gonna continue to get better and better. That’s how we look at it. 

SS: I have one last question for you. Is there anything else that you’d like to share with our audience from your unique perspective?

BP: Listen to your customers. They’re the best source of information about what you should be doing every day. Don’t make what you should be doing a mystery. Make it simple. Talk to your customers, and what we have experienced is a lot of times they will just tell you how, when, and why they buy what you sell and that just makes things so much easier. It provides a better experience of doing business together with the customer.

SS: Thank you so much for joining us, Bart. I really appreciate your insights and your time. 

BP: Thank you to our audience. 

SS: Thanks for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Jesse Potter, the Director of Field Enablement at Docusign. Thanks for joining, Jesse! I’d love for you to tell us about yourself, your background, and your role. 

Jesse Potter: Thanks for having me. I started out my career in sales, both in hardware and SaaS sales. I spent a number of years at Apple and then after that, I did a brief stint at a really small startup, sort of seed-level startup, and then came to DocuSign about seven years ago. I started out in sales here at DocuSign and then quickly moved into enablement. During my time here I have worn just about every hat within the enablement function. Now, I currently manage the team that is focused on any of the global programs that we do here at DocuSign that really affect everyone in the field. It could be everything from product enablement to process and technology, new hire onboarding, and everything in between. We also have an in-house instructional design team within my organization and we handle enablement platform administration, such as Highspot. 

SS: Thank you so much for giving us a little bit of that insight on your background, Jesse. I’d love to start with just understanding how Highspot has helped your reps with their productivity, especially in the current economic climate where teams are really needed to do more with less.

JP: Well, you’re spot on about efficiency. That’s really the name of the game, especially right now. It’s been a huge focus for us for a while, especially during Covid. Really, everything that we do as enablement should be trying to help the field spend more time with their customers and less time on non-revenue generating activity. 

I think from the perspective of how we can try to solve that, it’s critical to have that single source of truth where people go to find information, training, content, and everything that they need, and try to surface it for them in the places that they’re doing their work. How do we get our reps to find that content more efficiently without them having to search for it, navigate to it, bookmark it, download it, etcetera. 

We’re really focused on things like targeting the right content in Salesforce so that I can give a rep the exact competitive battle card that they need for their opportunity based on the product they’re selling, the industry that they are selling into, the competitor they’re up against and they can surface the exact right content for them, as long as the rep keeps Salesforce updated. With that, we’ve been able to shave over two hours per week off of the average amount of time that a rep has had to spend searching for content or information, which is a huge win and obviously that is a big focus for us right now. In the current climate, the focus is on making sure that we’re making our reps as productive and efficient as possible.

SS: Before highspot, what were some common obstacles your reps were experiencing when it came to finding and sharing the right content and how has Highspot helped to solve this to improve your sales team’s productivity?

JP: I think we had the same challenges that most companies have. The content was in so many different places, and reps were never sure what was really up to date or if it was the official version. This leads to the reps having to figure it out themselves, and sometimes that means they make their own content or use stuff that they’ve saved to their desktop. They had no idea of the version or how up-to-date it is. More importantly, they had no engagement or understanding of how the customers are viewing or using that content. Really it’s just sort of a black box.

Marketing is working hard to create really compelling materials and enablement is working really hard to build the training and the information that they need, but without a tool like Highspot, or the ability to measure that, it’s limiting. That’s really been the big thing for us, is trying to standardize that single source of truth.

I’d say the other thing that is really beyond just being that repository and that central source is then adding in the pitching and being able to track the engagement and actually making it a sales engagement platform. A great example is we have a lot of SMB sellers. They obviously don’t have the resources of our enterprise team to have the proposal writers build out custom proposal decks for each deal. One of the big wins with Highspot has been standardizing our proposal template, making it easy for reps to clone that, add in the details for their customer, and then pitch it out and get real-time data on how a customer is interacting with their proposal. 

We had a great testimonial from a rep who closed the deal right at the end of the year, a real-time crunch scenario. He sent over the customer a proposal with a few options, option A, option B, and option C. He was able to see that the customer spent just a few seconds really looking at option A and option C, but over an hour looking at option B over multiple sessions of viewing. That enabled the rep to know exactly which way the customer was leaning and accelerate the deal cycle by actually having the quotes approved, the order form generated, and ready to go for option B before they even got on the call with the customers. That sort of acceleration and efficiency has been a huge win for us.

SS: I love that. You and your team at DocuSign really engage your executives, which I think is something that our audience would love to get some best practices around. How have you gone about ensuring that the enablement team remains a must-have in the eyes of the executives at DocuSign?

JP: That’s a good question. It’s a constant process and I wouldn’t say that we’re even masters of it ourselves at all times. I think that’s the real risk that enablement teams can face. You can start and establish really great relationships and partnerships with your executives and especially your sales leaders, but like any relationship, you need to keep investing in it and you need to keep checking in regularly to see how things are going. We can’t just assume that because we aligned with the head of sales at the beginning of the year that we’re still on the same page in Q2 and Q3. 

Sometimes, I think for enablement, we are hesitant or a little afraid to check in with those executives and see if we’re still on the same page, maybe because we’re afraid of the answer or maybe because we just don’t think about it. That constant realignment is really important. On top of that, I think especially in these crazy times, there’s always a lot of turnover and change from new leaders coming in or changing their role, remit, or strategy. It’s really all about trying to establish that trust and partnership early on. That’s number one, getting your foot in the door with a new executive as early as possible and helping them understand that they can rely on you, then backing that up with proven success, even if it’s not flashy metrics on how much revenue you help bring in, can you even just show that you’re able to deliver for them when they come to you with a need? That’s a good trust builder and a great way to establish that relationship and partnership. 

Finally, especially when it comes to executives, consistency is key. Delivering quality programs consistently, communicating consistently, checking in consistently, and even just asking them the same questions to make sure that they know what to expect from you and what you’re expecting from them to make sure that you’re always aligned. 

SS: Those are some fantastic pieces of advice, Jesse. Now, one way that teams can improve productivity is by leveraging integrations in the tech stack and one that your team has found a lot of value in is the integration between Salesforce, your CRM, and Highspot. I’d love to understand from you, what are some key ways that you use the salesforce integration in your day-to-day role. 

JP: From my perspective, the Salesforce integration is huge because it allows me to really tie some of the activities that the reps are completing within Highspot with results. I can actually look and see the hundreds or thousands of opportunities that were positively influenced by some of the content or training that we surface to them through the Highspot and Salesforce integration. That data component is really huge and being able to tie back pitch activity or training completion or content utilization to closed revenue or activity in Salesforce and things like that. 

Salesforce is that single source of truth. We always say, if it doesn’t happen in Salesforce, it didn’t happen. Anything that we’re doing on a platform like Highspot or any other tool is put into Salesforce so that integration is number one to us. What is most critical for me is that level of data and then, again, being able to surface the right materials to the reps at the right time is really powerful and means that my team can be more efficient and effective and not have to build everything at all times. It means the menu of options can be a bit more tailored because we know exactly what reps need based on what’s coming to us from Salesforce. 

SS: To drill in a little bit more, what value does the salesforce integration bring to you and your reps, especially as it relates to productivity? What specific results have you seen? 

JP: I think for the reps one big thing is just being able to stay in Salesforce and being able to access all that content and training that Highspot provides within Salesforce is huge. That means there’s one less tab open that they have to have and there’s one less window that they need to go to. Another huge thing through the Salesforce integration is that now when they send out a pitch, it’s going to automatically relate that pitch to the right account and the right opportunity.

For us, we have a fairly large account team and obviously when we have territories and inherit new accounts, being able to go back and see the activity and content that has been shared with that customer previously is huge and allows a rep to quickly get up to speed on that account. 

I think in terms of results, it does come down to that efficiency and speed of being able to get to know a new customer which we’ve seen just dramatically reduces the time that it takes for a rep to inherit a new account and then be able to quickly see what’s happened previously, and even go and find the content in Highspot that they’ve seen and see if it needs to be updated or anything like that. 

SS: Fantastic. From your perspective, how have Highspot and Salesforce integrated also helped with a better understanding of which deals to go after and delivering the right content to reps at the right time?

JP: For us, that’s something that we’re just starting to scratch the surface of. Determining now, based on the data that we’re getting back, what content is most effective and what content is the most valuable to target to a rep. I think when we started out, probably like a lot of customers do, we tried to throw a lot of stuff at a rep within the context of an opportunity and it was like, here’s everything that you might need for this opportunity based on all the data we have available. We found that wasn’t the most effective way to go about it, which was actually about trying to find the most specific piece of content that’s going to be the most important for them and delivering that to them at the right time and the right stage of their deal cycle and things like that. We’re just starting to make strides there with our targeting in Salesforce. 

In terms of what deals to go after, being able to see like, hey, you know, X number of opportunities are more likely to close when we share this demo video as opposed to this white paper really has been a huge boom for our marketing team to understand like, okay, this is the type of content that’s resonating and whether it’s a video versus a white paper or more about the message that it’s trying to convey, we can say, all right, this video here talks a lot about mitigating risk for customers that seems to be resonating, so let’s lean more into that. Then we know, when we have customers coming to us with that sort of problem that they’re trying to solve, we know that that’s something we have great material for and we can probably win more effectively.

SS: Thank you for sharing your story on how you leverage Highspot and Salesforce together. Another key way that your team leverages Highspot to drive productivity is through sales plays. Since implementing sales plays that DocuSign, what direct results have you seen in terms of confidence and productivity for reps when they’re talking to customers? 

JP: I think one of the big wins for us as we launched sales plays at the peak of Covid and we had a lot of new and emerging use cases that were coming out for DocuSign products as a result of Covid. These were things that we just would never have been able to anticipate were going to be priorities, including things like vaccine testing and testing site management. These were not things that we thought of as obvious DocuSign use cases until they became the most important thing. We were able to launch sales plays specifically targeted for those use cases that are allowed and equipped reps to speak with confidence with the right content to back it up on something that they wouldn’t have received a lot of training on and probably don’t have a lot of previous experience selling to these different industries or personas that they’re talking to now. 

That was really huge for us because we were virtual and working from home, so it’s not like we could pull everybody together necessarily and do a bunch of training. Highspot allowed us to move very quickly and instill that confidence because we could build a play, build some content, get it out there, and get people speaking more comfortably about these new scenarios. We’ve tried to continue to replicate that with our sales plays and use it as a way to both enable the field and get more confidence, but then also be able to track and see like, okay, these plays are being effective and these aren’t so we can target more of that material. 

SS: I love that. DocuSign is also currently piloting Highspot’s training and coaching. What benefits have you seen from having a single platform for reps to work and learn from and how has that also impacted the way that you track productivity? 

JP: This has been huge for us. Like a lot of companies right now, we’re trying to consolidate and make sure that we’re making the best use of the tech that we have, rather than trying to have different apps for every different thing. If we can have a single platform that allows us to do everything that the enablement team would need and provide everything that a rep would need, that’s going to be a huge win. 

What we had previously was a lot of the content in Highspot and that being the source of truth, and then, from there, if you needed to complete a training module or a course, you would click on a link and it would take you out to another app. Maybe you’d come back, maybe you wouldn’t, but even just that simple piece of not having to click out and go to a different experience in a different place is huge for us. It means that we’re more likely to get engagement with that material. The other piece that we’re really excited about with training coaching is being able to do more microlearning. Traditionally we’ve done a lot of our learning courses and things like that in sort of fairly large, monolithic events, such as a 30, 60, 90-minute course that you need to take. For reps, it feels like this big endeavor to complete and that they need to carve some time out. Whereas instead, the training and coaching will allow us to create bite-sized micro-learning within the context of where they may already be going to find out about a new product. 

For example, if we have the product demo video and the pitch deck, and some of the messaging guidelines all right there on the page in Highspot, we can also have a little learning experience right there within that same environment. It’s a lot more intuitive and we can break things up more easily. We’re excited about that and being able to make more of that bite-sized, digestible learning happen within the platform that we’re already using.

In terms of tracking productivity, I think that’s going to be huge because we’ve already built the pipes and feeds from Highspot into our data warehouse and have the dashboards already aligned, so now it’s just adding in the training element so that we don’t have to have a content utilization dashboard and a sales performance dashboard and a training completion dashboard. We can try to bring all those things together, which is gonna allow us to save time and resources and build all that, as well as tell tighter narratives around when you complete this training and use this deck that we provide, which results in this result, which is exciting. 

SS: In a similar vein, how do you leverage analytics in Highspot to gather insights on the efficiency and effectiveness of your teams to continue to evolve future enablement programs based on the areas of most need? What are some of the benefits of tracking these metrics in Highspot?

JP: I think, again I’ve been talking a lot about data and measurement here, but it is a big focus for us and I think for most enablement teams, right now, we are trying to do a better job of quantifying the impact and the return from our efforts and the training that we provide. I think doing that in Highspot has a lot of benefits because number one, again, we’ve already got it integrated with our core systems, which is huge, so it’s connected to Salesforce. It’s connected to our SSO platform and all of that, so a lot of automation is happening just by using a single platform again rather than multiple.

One of the nice things about Highspot is it gives us a predefined way to share that data. All of our frontline managers can log in and view the data that they need for their individual teams. We can roll up that data to more of an executive level or if marketing wants to view all of that, they all have that access. We’re not doing as much manual reporting and data dumps out of the system as we had to do previously with other platforms, we are able to pre-build the right reports within the tool. Then we still have some other dashboards that we build, where we’re combining different data sets. The connection there in the integration is so tight and the data is very clean and reliable. We’re able to like work really easily with that data set to build out custom dashboards and tie it up with Salesforce data and things like that.

SS: Thank you, Jesse. Last question for you. How do you expect your organization to continue to evolve with Highspot? 

JP: We’re really excited about the partnership. We’re really excited about the idea of a true enablement platform. Being the enablement team, we love the vision that Highspot set about being the best enablement solution. With the future innovation that you all are working on, it is really exciting for us to be able to feel like we’ve made the right choice. Knowing that we’ve got a partner that we can really work with has been great. 

I think just for our field and for our reps in their day-to-day, the more that we can continue to build that. We’ve done a good job of saying, Highspot is now your source of truth, that’s where you go for everything. It’s like, come for the single repository and the trusted content that you know is up to date, stay for the customer engagement data that you get and the ease of pitching out content via Gmail or outreach or things like that. The ability to create landing pages and microsites for your customers, and the ability to collaborate with your peers on pitches and content, like it keeps opening up more opportunities for our team to accelerate their sales cycle and be more efficient and effective. 

For us, it’s just about continuing to drive that because you see the results grow exponentially the longer you’ve had a solution in place the more that people are adopting it and buying into it. We’re just excited to see it continue to evolve. We’re excited about the future innovation that’s on the roadmap. We’ve also had a great partnership and the team at Highspot has been really great to work with, so we’re excited to see what’s in the future. 

SS: I appreciate you sharing your insights, Jesse. Thank you so much for joining us. 

JP: Thank you. It’s great talking with you 

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot. 

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Andy Champion, the Vice President & General Manager, of EMEA and ANZ here at Highspot. Thanks for joining, Andy! I’d love for you to tell us about yourself, your background, and your role here at Highspot. 

Andy Champion: It is lovely to be here with you. My name is Andy Champion and I lead Highspot’s business outside of North America. For a bit of context, right now, that’s just over 100 people. We have offices in Paris, Munich, London, and Sydney as well as a presence across North America. I’ve been in technology sales now, just short of 25 years. I promise you, if you could see a picture of me right now you would see my lack of hair and I’ve also got a few scars to show for it as well. I’ve lived through the Martek Revolution and more recently the exciting evolution of sales technology. Most of my experiences, as you can probably tell from my accent, are in Europe, the Middle East, and South Africa and I’ve led teams of various sizes in various markets, which is my expertise. I’ve been fortunate enough in recent months to take on my next challenge and that’s been opening our office in Sydney, so I’m now getting exposure to the APAC region, which is pretty exciting. 

I’ve been an ADR, BDR, and SDR, so I’ve had to drive demand. I’ve been an AE, I’ve been a first-line manager, and then worked my way up to my current position where I am fortunate enough to have a remit across the broader go-to-market business, looking at our strategy as well as day-to-day responsibility for the execution. 

A slightly unusual fact about me, I came into my career in sales through a fairly nontraditional background. I started out in the British Army and I spent seven years serving in the military. I went through Sandhurst, was commissioned as an officer, and then served in places like Northern Ireland, and the Falkland Islands, and then I finished out with a couple of years back in the UK. 

SS: Well, we’re really excited to have you here, Andy, so thanks so much for joining us from halfway across the world. To start, here at Highspot, we are always talking about how sales enablement is mission-critical. From your perspective and being in EMEA, can you share your insights on how this is perceived in your market?

AC: I think if we look back in recent months, the last 6 to 9 months have reminded us all about the need to drive efficient growth, not just in the technology sector, but much more broadly. We’ve got to control costs, we’ve got to improve profitability, and for many businesses that translates into perhaps cash flow being a more immediate measure as well. For companies large and small, one of the biggest levers we’ve got to achieve is the productivity of our sales and our marketing teams. For most companies, sales and marketing are one of the biggest investments we make. The thing about sales enablement is that it impacts both marketing profitability and sales productivity. 

We did a study here just at the tail-end of last calendar year and we went out to about 700 sales and marketing professionals across Europe and 71% of them reported that a lack of alignment between the two functions was having an impact on revenue. As sales enablement professionals, the fact is that we’re right at the heart of this problem. We have tools and methodologies, and technologies available to us to solve that problem for me is very exciting.

We touch on marketing content, what content is working, and what content is not working. Why is it not working and is it because the sales teams aren’t adopting it or perhaps is it not resonating with our customers? We touch on sales execution, so how do we empower our salespeople to understand what good looks like? How do we empower them to understand what to know, say, show, and do in a given situation, in those really precious moments that we get in front of customers and prospective customers? How do we drive that customer experience? So not only in the limited time that we’ve got available with them, do we differentiate from the competition, but then how do we follow that through the full customer lifecycle to keep our customers engaged and to help reinforce the value that we drive? Ultimately, if we do that well in the world of sales enablement, it results in revenue and it has a really demonstrable impact on the top line. 

SS: I couldn’t agree more. Andy right now, improving sales productivity is definitely top of mind for a lot of organizations. Can you tell us a little bit about the importance of productivity in the current economic environment? 

AC: Productivity, right now, is a topic that is being discussed in every boardroom. From every corner of Europe, back into North America, South America, APAC, and beyond. Productivity is a key focus. Now, many people will argue, well, it’s kind of always been there, but I would say for much of the past 10, 15 years, investment has been relatively easy and relatively cheap. It’s been relatively easy to raise money to raise funds and the focus has very much been for many businesses to grow at any cost. One thing we’ve seen over the last six months and nine months arguably is that it has changed and it’s almost changed on a dime. We’ve had to go from very rapid growth with in some cases fairly high cash burn to a position in a matter of months where cash burn is very tightly controlled and growth is still there but it’s at a more moderate level. 

As I mentioned in my previous answer, for many businesses, sales and marketing spending and investment are one of the biggest lines on the P&L. It’s naturally one of the first areas that any business leader is going to go to look for efficiencies. It’s an area that we’re going to look to constrain budgets while still making sure that we don’t choke off the lifeblood into those really important areas that drive customer demand, that drive brand awareness, that drive sales productivity. From top to bottom across the board, every sales leader that I speak to, every business leader that I speak to, every CEO, and certainly I’m speaking to a lot more CFOs than I ever used to, the commonality to all of them is the question, how do we drive greater sales productivity and how can that impact my business’s top and importantly bottom line?

SS: I couldn’t agree more. Andy, I would love to hear from your perspective, how do you see enablement helping organizations really improve their sales productivity? 

AC: There are a number of areas, and let me build on them using the framework that I’ve just been discussing. Firstly, before the marketing function, you talk to most CMOs and they’ll often joke with you and say they know half of their marketing budget is working, but they just don’t know which half. Sales enablement can answer that question. We can empower CMOs, marketing directors and marketing managers with the knowledge, data, and analytics they need to understand what content and specific pieces of collateral are working in specific markets with specific personas in specific industry verticals. How is it being engaged with by your customers and which of your content is or is not being adopted by your front-line salespeople?

We can quickly help marketers understand where to double down on their investment and perhaps accelerate the rollout of a piece of collateral that’s working in one market that could be working across other markets. We can also help point them to areas of opportunity either to retire content that is just simply not working, it’s not being adopted by the sales team or it’s not resonating with customers, it’s not driving revenue so that they can then use that time and use that budget to A) perhaps to save a little bit of cash, but B) more importantly, to reinforce the things that are working. 

From a marketing perspective, we can really start to provide some deep insight into some of the challenges that have been with us for quite some time now. From a sales perspective, we can do a number of things. Firstly, we can help describe to salespeople what good looks like in a particular situation by helping them understand what to know, what to say, what to show, and what to do in a given situation. What do I mean by that? Well, during my time at DocuSign, we moved from being a single-product company that predominantly was around the electronic signature that many of us are aware of, to being a portfolio company, looking at much more than just the signature. What were the tools needed to prepare a contract? How do we share that contract and redline the contract and get it signed? After we got it signed, how did we implement all of the aspects of that contract? 

What we found when we acquired the technologies was that salespeople were really struggling to take these new capabilities to market. When we looked at it, there were a number of factors. Firstly, these were new products and they hadn’t been trained and empowered and coached on what those products were, and the value impact that they brought. More importantly, we hadn’t helped people understand the new stakeholders that they would be exposed to. Selling signatures is very different from selling a large-scale digital transformation product. What we found is we had to help people understand who these new personas were when they talked to a chief legal officer, what did she or he really care about? What were the things that kept them awake at night and how did that differ from somebody that might buy a signature? The fact is when we started to put these pieces together, we found that we needed to help people understand the background of these individuals so they could engage with them competently, but also with confidence.

A lot of what I think separates good salespeople from great salespeople is, yes, a level of humility, but also confidence in their product. Confidence in their value proposition. By helping distill behaviors, activities, and skill sets down into a framework of understanding what to know, what to say, what to show, and what to do, sales enablement can really help accelerate the learning and execution of salespeople. So again, we’re right at the heart of what our marketers most care about. They care about driving revenue and they want to know how all of their work, their campaigns, and their collateral drive that and then what the sales care about. Sales care about having meaningful conversations that drive to the valley with the various personas that they need to deal with every day. Sales enablement is right at the heart of those two things. 

SS: I love that. I couldn’t agree more. What are some of the challenges that teams might face when it comes to improving sales productivity? 

AC: As I said, last year we interviewed over 700 sales and marketing professionals across Europe. What we found was that 46% said that they found one-off training to be disruptive and they very much wanted to see, from enablement, a series of trainings over time that built upon each other and the work was continuous rather than interrupting in its very nature. 37% of sales professionals also said that just in their day-to-day work, they weren’t confident that they had the most up-to-date information and collateral and that they were wasting four or five hours a week finding that collateral, sending an email to somebody else in the sales team, and contacting the marketing department.

I don’t know about you, but when you think about that at scale, let’s say it’s on the lower side of that and it’s maybe three hours per salesperson per week. You add that up over the working year, and then you times that by the number of salespeople that you have and that’s a very significant amount of hours that could be spent on other things like driving pipeline or being back in front of the customer, driving the sales.

Just getting the right collateral in front of the sales team in and of itself will often more than pay back the investment in sales and marketing, let alone when we go on to discuss areas like improving win rates, improving that marketing investment, and the likes. I think it’s about taking these small steps, and one of the first places that we often see people start is just around that simple scenario that I talked about in terms of making sure that the content is available and at the fingertips of the salespeople. 

SS: To dig into that a little bit more, how would you say Highspot can help overcome some of those challenges?

AC: When it comes to overcoming some of these challenges, I always think that a great place to start is with simple quick wins. As I said previously, one of the first areas that we can impact is by providing a single source of truth. A single place that salespeople can go to and be confident that they’ve got quick and easy access to the most recent information. 

Let me give you an example from one of our customers, Siemens. Prior to joining Highspot, Siemens had literally hundreds of thousands of pieces of product, information, and collateral that a given salesperson might need in different languages and different product lines. That content was spread across thousands of different share points. It was taking their sales teams hours and hours and hours to find the information that they wanted and sometimes they weren’t even sure that it was the most recent information. When you’re selling very complex and technical services, that’s really important. This is something that Siemens continues to this day to measure, post the implementation of Highspot, Siemens frontline people now find the content they need in their moment of need on average in 19 seconds, which if you think about where they come from is a complete game changer. 

Of course, it’s not just the salespeople for our colleagues in marketing, we want to make sure that the content that we produce is highly adopted and also, of course, when content is retired, we want to make sure that we’ve got good governance so that when we retire a piece of content, it does not continue to live out there in the wider world. 

For our marketing colleagues, Highspot also brings a really strong and powerful solution. Just like salespeople, marketers also have one place to publish their content. One place where they can go to govern that content, and importantly in their work with sales enablement, they’ve also got one place to go to help salespeople understand how to position that content and to drive the adoption in the training. So we help marketing, we help sales, but we also help our enablement colleagues drive that coaching, that training, and that reinforcement around the products and all of our value propositions. 

SS: Of course. For companies where leaders may not be as familiar with enablement and its value, how can teams start to gain buy-in from their executive leaders on the importance of enablement to drive sales productivity?

AC: The place I’d start here would be to understand where your sales teams are spending their time to isolate the most significant problems, and stroke opportunities that you might have. As I say, a good place to look quite often is around the consistency of execution. A good place to look is how much time, on average, it takes for salespeople to find the content they need to prepare those presentations prior to going into those moments of truth for the customer. Once you’ve done that, start to build a business case around it. That’s certainly something that we at Highspot can help people do. We’ve got a lot of information there across many thousands of different engagements that we can bring some norms and help set expectations and we can help turn that into actual dollar values as well and provide evidence from customers that have done that in the past. 

SS: You landed some really fantastic key points there. I think equipping sellers with the right tools to hit the ground running can help save time and money. What advice do you have for sales enablement practitioners who are trying to find the right tools for their teams to increase productivity? 

AC: The first place, which may make some people smile, is that technology is not always the solution. I think technology is a great enabler, but if all you do is amplify bad practices, then it’s probably not going to get you to where you want to be. First off, I would go back to understand what are the problems that you’re trying to solve. Do you have a pipeline generation problem? Do you have a closing opportunity to maybe drive up your win rate? Then, within that, understand what separates those people that are doing it well from those people that are not doing it well. 

What I mean there, specifically, is to identify the skills, the structure, and the behaviors that your top performers are exhibiting versus those people that perhaps have good intentions and they’re trying their best, but they haven’t quite figured out what that recipe is. Once you’ve understood your top performers, what are their behaviors, skills, and structures, you can then start to break that down into something that I call sales plays. 

Sales plays are just a very simple framework that allows you to help those people in sort of the mid-performers start to adopt the behaviors, start to learn the skills, start to bring in some of the structures that those top performers have, and the fact is if you can start to bring that in, particularly with your mid-performers, what we see is a very significant lift in revenue performance across the business. In fact, it makes much more sense as a commercial leader to focus on something that I call the frozen middle than it does to focus more heavily on your top performers or your bottom performance. The secret here is to focus on those mid-performers and help them make movements toward the structures and the skills and behaviors of your top performers. If you do that well, you can then amplify that through sales enablement platforms and that’s where the magic really starts to happen. 

SS: I love that advice. What are some of your best practices for understanding and measuring the productivity of your own sales teams?

AC: One immediate best practice, Shawnna, that the listeners can bring in is that I am a big fan of his sales plays. I’ve discussed at several points earlier about the anatomy of a sales play and that is basically understanding what to know, what to say, what to show, and what to do. 

Now, why would somebody want to do a sales play? Well, let me give you some numbers. A tech validation study found that by introducing sales plays, companies could reduce onboarding time by 24% and they could increase the number of salespeople hitting their quotas by 19%. Now, I don’t know about you, but there are many sales leaders that I speak to these days that would give their eye teeth to have a reduction in ramp time of almost a quarter and an increase in productivity of 20%. Where do we go to get the information to build that sales play? Well, as I said, just now, the answer lies in our best performance. 

When they’re going into a given situation, what is the knowledge they’ve got about that industry, about their persona? When they’re in those magic moments with the customer, how are they positioning our value proposition and what are the things that are particularly resonating with our customer? Many technologies are out there that allow us to look at that, whether it’s something like Gong or Zoom. We can also build on that by understanding what are the activities and what people do around these magic moments with the customer. How do they follow up? Could we build that into a template and provide that to our salespeople? How do they particularly prepare for those conversations? 

Sales plays are an immediate tool and what I would say for the companies that aren’t yet doing these, you don’t have to start big, you can start small. You can start with one area of your business with one product. Part of this is going to be about learning what works for you and what works for your organization. What I would say is don’t wait until you have technology, instead, the place to go is to look at your top performance. 

SS: Fantastic, Andy. From your perspective in EMEA, how does sales and marketing alignment really drive productivity? 

AC: I don’t think there’s anything particularly unique about the EMEA market and how sales and marketing need to drive alignment here. Of course, there are nuances in EMEA. We have to deal with many more languages than perhaps our colleagues in North America, but the fundamentals are the same. For us to be effective across sales and marketing, we need to align on common goals. We need to agree on what our measures will be. We need to discuss and agree on what our strategy is and then we need to turn that strategy into initiatives and calls-to-action for ourselves and our marketing teams. At its heart, whether you’re in North America or whether you’re in EMEA, it remains the same. It’s all around alignment, it’s all around healthy, honest, and open conversations and it’s around aligning on the things that you are going to do to turn your business strategy into calls to action, into coaching, and into enablement plans for yourselves and marketing teams. 

SS: Andy, thank you so much for joining us today. To close out, one last question for you. I’d love to hear how you personally use Highspot to increase the productivity of your teams. 

AC: It won’t surprise you to hear that I’m in Highspot every single day. There are a number of areas that I particularly like. I like our rep scorecards, but I also am a huge advocate of learning and I spend time every week on our platform going back over training that I’ve done in the past. I try to both develop my own skills and refresh my own skills. I also very much use things like the rep scorecards and the like to understand how my teams are consuming the information that we make available to them. I’m also very interested in looking beyond that to understand, particularly when I work with my marketing colleagues, what the campaigns that we’re doing are really influencing revenue. What are the campaigns and collateral that are being consumed by our customers and prospective customers, because the beautiful thing about that, unlike win rates and other lagging indicators, is that consumption by our prospects and by our customers provides me with a leading indicator of where opportunities might be. I’m in there every day as a learner, but also as an executive getting data to help me make smarter decisions. 

SS: Thank you, Andy. This has been fantastic. I always love your insights. 

AC: Thank you.

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot. 

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Thanks for joining, Kelly! I’d love for you to tell us about yourself, your background, and your role here at Highspot.

Kelly Lewis: Thank you so much for having me, I am excited to be here. As you mentioned, my name is Kelly Lewis, Vice President of Revenue Enablement, here at Highspot. I actually have a little bit of a non-traditional background. I spent most of my career, almost 15 years, in the field before moving into enablement. I spent time as a sales rep and as a sales leader, really understanding what it’s like to carry a bag. I saw an opportunity for enablement at my last company, Amwell, which is a high-tech telehealth organization, and established the enablement practice there from the ground up. I learned a lot by doing that. A lot of what you’re going to hear is that I’m coming to this conversation pretty humbly and that I’m still learning a ton from organizations like Sales Enablement PRO, as well as our amazing customers, and, of course, my amazing team and my amazing peers in L&D. A lot of what you’re going to hear comes from that sales leader background with that enablement spin, as I’ve learned over the last few years.

SS: Well, we’re excited to have you here, Kelly, and I have to say you are a fantastic enablement partner, and I get to speak from experience.

KL: Thank you.

SS: Now, from a revenue perspective, I’d love to understand from you, what should leaders keep in mind when building an enablement strategy that is aligned to business drive results.

KL: I think we all know this, but you have to switch from being reactive to that really proactive mindset. That’s easier said than done. Part of it is that the asks don’t stop coming. How I look at it is you have to sit back and have some of those really hard conversations with your collaborators, whether those are your stakeholders or the individuals you work with very closely like marketing or rev ops, and understand what is actually going to move the needle. We always look at it from a rep productivity standpoint, we’re always trying to think about what we can do to get our reps more productive. Is that skill? Is that process? Is that messaging? Where do we need to focus? By doing that, and having those hard conversations upfront, we’re able to align and then commit to what we want to do, and then make sure we actually stay on course versus veering off, which is so easy to do. I’ve been there, I’ve done it, but being able to really say hey, we agreed to this at the beginning of the quarter, and let’s see it through. We have a lot of those conversations here. Do we also ask if what we’re doing here aligned with the bigger initiatives of the company are the things that we’re focused on here, the same things that our CEO is focused on?

SS: I think that is fantastic advice. Kelly, given the current economic climate, can you share why aligning your enablement strategy with revenue goals is critical?

KL: Absolutely. I think we’ve all heard the term ‘random acts of enablement’ and we all know that enablement, at one time or another in your organization, has probably tried to do too much. When you align your goals to revenue goals, and when you have the same goal, it’s easy to make sure that you’re having the same conversation and that you don’t swerve from your original plan. What I was saying before is what you’re doing is going to move the needle. The current economic climate, it’s shifting all the time, and so we proactively asked at the beginning of a quarter, if something changes significantly in the economy in the next 90 days, does this change our strategy, and if everyone in the room can say, not too much, then we feel like we’re doing the right thing. That’s how we’ve been handling at least our Q1 strategy as we look at it.

SS: I think that’s a really agile approach to enablement. Now, when it comes to setting goals, what are some of your best practices for identifying the right goals that are going to help you drive the outcomes that you want to achieve through your enablement strategy?

KL: First off, it starts with realistic goals. I think it’s really easy for enablement professionals or sales leaders to get in a room and assume that a change can happen overnight. When you look at strategic enablement and how you’re using enablement, one of the things that we consider as a core practice of how we do strategic enablement at Highspot is understanding how much change are we asking the reps to do and what is the exact call to action we’re going to ask them to do. We actually use a proficiency model here at Highspot that has four levels and we will be really clear with everyone in the room that, hey, we’re trying to get reps from a level one to a level two. For right now, we’re focused on getting the majority of our reps, we call our core reps, from level three to level four, depending on where they are in that proficiency model. I think setting expectations on where your reps are today, and where you want them to be by the end of a quarter, six months from now, really helps people understand that change does take time, it’s not going to happen overnight and it lets you set what the leading indicators are going to be over time, what is going to show that we’re moving the needle.

SS: Those are some really fantastic best practices. Now, Kelly, as I had mentioned, I find you to be an absolutely fantastic and collaborative enablement partner. I know that to you as an enablement leader, creating strong cross-functional relationships and coordination is a priority for you. How does cross-functional collaboration influence how you bring your enablement strategy to life?

KL: I greatly appreciate that. My team really has a strong goal of having cross-functional coordination, but I also think we have amazing partners to work with. As everyone knows, enablement sits right in the middle of revenue teams, as well as marketing. We’re always trying to play that balance of the goals that marketing has, and making sure we’re translating that conversation into our sellers and what they need. In order to do that, you have to speak their language. As I said earlier, it’s a lot about translating and making sure that you understand the different goals and have empathy for the different teams you’re working with. I find that I and my team spend just as much time creating a strategy as we do listening. A lot of what we do is listen to our stakeholders, or listen to our collaborators, on what their goals are and what they’re trying to drive. That is why it is really important. If you don’t understand why you won’t be able to translate it and make sure you create that bridge.

We at Highspot actually have a concept here that we call a bridge meeting, and that is when marketing has an idea, a rev ops team has an idea, or even one of our stakeholders has an idea that they want to come to enablement with and they want to propose that we do something differently or challenge ourselves in a new way. During that bridge meeting, we ask a lot of those ‘why’ questions to make sure that we fully understand what it is they want us to roll out, and how we will do that to make the biggest impact.

I will say, being a former seller and on that side of the house, it’s really clear when your leadership isn’t aligned. You feel it when marketing and sales leaders aren’t talking. You feel it when sales leadership and enablement aren’t talking. It’s not hidden, I think being enablement professionals, sometimes we don’t know what the frontline is seeing, but they feel it. It’s super important that regardless of the decision you make on what the enablement strategy is going to be that everyone in the room aligns and agrees. One thing we do here at Highspot is we actually have approval meetings where we get in a room and we say this is the strategy, does everyone agree? We don’t leave until everyone’s agreed and then based on that we all, despite what happens within the quarter, continue to align to that initial strategy because we all agreed, and we all want to show a single one-team approach to our field.

SS: I love that. What advice do you have for how you go about driving the adoption of the strategy and getting buy-in from key stakeholders?

KL: It’s all about the frontline manager. We’ve actually been making a big shift over the last six months that are going to continue as we head into the next fiscal year, thinking about how we empower our frontline managers. They are so critical to enablement’s success. A frontline individual, a rep, is not going to make a change unless they feel like it’s supported by their manager, and so we have shifted our approach to drive almost everything we’re doing through the manager. That looks like empowering the manager with coaching, so we make coaching plays where we actually guide the manager to the steps, here’s the conversation you need to have, here are the objections as a manager that you are probably going to get, here’s how you handle those objections. We also do life coaching. We’ll pull up Gong calls, or we’ll pull up our pre-call planners in a group setting, and we’ll have different managers look at those guides and calls and talk with each other about how they would coach, how would they score these, what feedback would they give, and I think by giving them a safe space to practice their coaching, they’re set up for success. It’s really about getting managers bought in early and then making sure they have everything they need to be successful when it comes to actually rolling that out. We consider those frontline managers to be partners in crime.

SS: I love that. Now, I love your advice on this. How can teams keep kind of the big picture of the strategy and how it aligns with company goals in mind when they’re also juggling executing the plan throughout the year?

KL: It’s really hard, and we struggle with it too. I think how we do that is we create some agility in our plan. I talked a lot at the beginning of this podcast, about how we have a quarterly strategy where we bring everyone together and we get alignment, but what I didn’t talk about was we leave some wiggle room. We are executing, things do change, and things come up. We need to make sure that we have that built into what we’re creating in our strategy. Depending on the quarter, we like to leave up anywhere from 20 to 40% so that we have that agility and ability to adjust as needed and take some input in the quarter. It’s not a ton, but it gives us that wiggle room to make sure that we’re continuing to align with the company goals and that we can be agile enough to hear what the field is struggling with and adapt.

We also have this concept of available versus accountable. I think this is unique to Highspot, but it is this concept of during any given quarter, we give reps two or three things that we want them to change in behaviors. We’re really concise on what these calls to action are, and those are our accountable themes. We also do a lot of enablement that isn’t accountable, we’re not going to inspect it, we’re not necessarily going to coach it, we’re not going to hold people accountable to it. Those things we call available. Available things are like a play that we create that might help someone given a certain situation that might be industry-specific, but we’re not doing a ton of live enablement around it, we’re definitely not certifying it, we might just promote it via newsletter.

Having this concept of available versus accountable helps us have really strong conversations with our stakeholders and our collaborators because they know when we say it’s accountable, they know we’re taking it really seriously and we’re going to create coaching programs. When they know it’s available, we’re all in agreement that hey, we’re not going to look at the scorecard for the progress or how many reps have viewed this potential play. Instead, we’re going to see how it does. We might make it accountable next quarter, it might just be available in the current quarter. This concept of available versus accountable has really translated into a language we all align on and make sure everyone feels really comfortable with our approach.

SS: I have to say it has worked really well for us here at Highspot. Kelly, I am loving this conversation. I have two remaining questions for you. I don’t think there’s going to be any kind of surprise to these questions because I think we’re all trying to understand in the coming year, how we drive more impact. This is especially true for enablement. What are some of your best practices for correlating your enablement efforts with revenue impact, and how have you actually leveraged Highspot to help with this?

KL: Such a hard question, in that it is hard for enablement professionals to always show their impact. It is not as straightforward as it is in other roles, and so we spend a lot of time thinking about this, frankly, not only as a company but as an enablement team at an enablement company. We always think about how we’re influencing revenue, and how we’re influencing business outcomes. We think of it a couple of ways. First is sales productivity, and then it’s consistent execution and participation rate. From sales, productivity is the timing of the things that we’re rolling out aligned to the timing of increases in sales productivity. We hope, and that’s the goal, and so we look at that reporting. We also look at consistent execution. This is harder to look at, we use tools like Gong, and we are partners with Groove, so we look at our email consistency, to see are the reps taking the enablement and applying it and if are they doing it in a consistent fashion. Then we look at the participation rates of those two. Are our core performers in the category of consistent execution, and do they have high sales productivity?

At Highspot we use a couple of different ways to look at leading indicators. Leading indicators are huge for my team. Do we look at things like did people take the training? So we’ll jump into Highspot and see, did they take the course? Then, we will look at if they reviewed the sales play. This is super important. If they’re not reading the sales play, they’re definitely not going to make the action. It’s a huge leading indicator for us, how much time they are spending on the sales play. Then, are managers looking at the coaching play? For every sales play that is accountable, using the term I mentioned before, we also create a coaching play. Is the manager looking at that coaching play? Do they know how to coach to whatever we’re trying to drive? We then look at the action they’re taking. Are they engaging with our customers in the correct way? We use Highspot to understand if they are pitching the content that is part of this campaign or this strategy, and then are our customers and our prospects engaging with that content. Those are really key indicators that help us show our influence and impact in a really easy way. Definitely helps those business reviews that I know are so hard to put together, but just being able to take some screenshots from Highspot really helps that conversation.

SS: I love that. Last question for you, Kelly, as we get underway with 2023, what are some of the top trends that you think enablement leaders should be paying attention to this year, and how are you leveraging Highspot to help address some of those?

KL: Absolutely. I said it before, managers are your unlock. We are spending a lot of time thinking about manager coaching enablement. We’re actually going to be putting on a leadership summit for all of our leaders here at the end of February that’s going to be focused on coaching. What does good coaching look like, and how can you apply that to your day-to-day as a go-to-market leader? I think the next trend we’re going to see and things that we’re leveraging at Highspot is thinking through how we tackle formal training. Formal training can be put into different buckets and we’re trying to rethink what formal training looks like to make it feel light. My partner in crime, Annie Lizenbergs, in our L&D department always talks about how we make coursework feel light and engaging so that reps know that we’re being really efficient with our time. We’re going to be rethinking a lot about what our formal coursework looks like to make it feel light.

The next is we’re going to have a big focus on our core performers. A lot of times your stakeholders are going to come to you with information and feedback about your low performers. That’s really normal. They tend to be the loudest, and they tend to spin up sales leaders because sales leaders want them successful. We’ve created a slide and we use it in almost every meeting where we say, hey, this program is going to be focused on the core performers. These are the core performers that we’re trying to make top performers, and we’re going to use our top performers to show our core performers what good looks like. We’re going to use our top performers to champion this. We’re going to use our top performers to help us teach. Those top performers are going to get better because when you teach something, you get better at it. Our core performers are going to learn from those top performers. That way, we’re not focused on those low performers, who will hopefully get something out of the core performer training, but we’re really leaving those lower performers up to managers to work with and coach.

Then, I would say, the last thing that we’re changing this year is one SKO a year is not enough. You need solid enablement moments throughout the year, that really ensure that your reps are getting the reinforcement, and are taken out of the field in a way that separates them from the busyness and lets them really focus on learning. We started this last year, and we’re going to continue it this year. We call it camp momentum in the summer, but we’re going to have multiple touchpoints throughout the year, one just with managers and three with all go-to-market teams where we make sure that there’s set aside learning time for everyone to learn to stop the busyness to stop the calls and to really focus on the big initiatives that we’re trying to drive and then of course, giving them a safe space to practice.

SS: I love those trends. Thank you, Kelly, so much for joining us today.

KL: Absolutely. Happy to be here.

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully.

Today we have Dana Klein, the VP of Sales Strategy and Planning at Resolute Investment Managers joining us. Thanks for joining, Dana! I’d love for you to tell us about yourself, your background, and your organization.

Dana Klein: Thank you. As a quick overview, I’ve been in financial services for almost all of my career, predominantly with investment management companies where we have a B2B approach and we’re calling on financial intermediaries, whether they’re financial advisors or institutions, but we’re generally working through them to deliver our investment products to investors at various levels. That’s been my experience over the years and I’ve been in a variety of roles, from marketing to sales and back to marketing. Now I’m doing sales strategy and planning for the organization. It’s very much in line with sort of a combination of giving the sales team the tools that they need to be successful at what they do, whether it’s marketing pieces or it’s just simple, here’s how to present something. We find Highspot to be very helpful

Our organization, Resolute Investment Managers, is a multi-affiliate asset manager. We manage products ourselves, but we also have investments in a variety of affiliates and predominantly what we do for them is what we call distribution. I like to think about our business in two very simple concepts. One is we manage other people’s money, whether they’re individual investors or institutions, or we run around the world getting the money to manage. Most of what we’re doing is going around and working with financial advisors to raise assets in our various investment products.

SS: We’re excited to have you here, Dana. To start, can you share more about what sales enablement looks like in your organization and the role it plays in your company’s strategy?

DK: Absolutely. When we think about sales enablement, it’s really about providing our sales team with several different things. One is the tools they need to be successful. We’re selling intangibles. It’s not like they can see a product, it’s really more of selling an investment concept at one level or another. It’s very important for them to be able to explain what we do, how we do it, and what’s the process that goes behind it. When we think of sales enablement, we start by thinking about all the materials that we produce, making sure that our salespeople have them at their fingertips almost immediately. From there, we think about it in terms of sales strategy and how we can position this and talk about it relative to other investments. It’s very important to keep them up to date on how well we’re doing, but also how this fits within an investor’s portfolio. There’s a tremendous amount of dynamism in the market and so we’re constantly trying to keep them updated as to the best things to say and do around using the materials that we create and delivering those concepts to their clients.

The other thing I would add is part of that is what I would call training and coaching, and I think of it more in terms of coaching. Our salespeople tend to be fairly experienced and pretty good at what they do, but even when you think about professional athletes, they’re still practicing almost every single day, they’re trying to hone their skills. We’re trying to also coach them on the best ways to present those materials. We’ve just started with Highspot training and coaching. We had a different platform, but we decided to go to this one. We think about coaching in terms of asking the rep how they will position something, hearing how they would do it, and then giving them feedback. Many years ago, I heard feedback is the Breakfast of Champions. It’s critical that we listen to what they say, and then we give them feedback like here’s a better way to say it, or here’s another way to say it or that was really terrific, and then we try to take that terrific line and push it out to everyone else as well.

SS: I love that you guys are focused on that. What would you say are some of the key components of an effective enablement strategy, especially in the financial services industry?

DK: For us, it’s a couple of things. One is just having the materials and then making sure that we can distribute them in one of a myriad of ways. It wasn’t that long ago that I would meet customers and reps face to face. I would have flyers and pamphlets and products with me, and so would they. For financial advisors or analysts and institutions, we would provide them with a flip book which is basically our present but printed out a spiral bound, very nicely done. Mind you the same thing with flyers, fact sheets, and a variety of other materials. It was all handed to you, you look at it, I pointed to something on the page and that’s kind of how we went through our investment process in our sales process.

That has really changed with technology like Highspot. Many years ago started giving everybody a large iPad, and telling them to not print as much, just use the iPad. That way with Highspot we can keep the materials up to date. We change our material every quarter, everything has to be updated, so we know that the latest version is available on the iPad by using Highspot, we know that it’s automatically updated so we don’t have to worry about people walking around with last quarter’s fact sheet or last year’s fact sheet. We know they only have the latest and greatest, so that was a real advancement for us.

As time goes by now, so much of this is virtual. We still have meetings and luckily as we sort of come through the pandemic, things have opened up a little bit, but it’s still very hard to have that meeting with somebody. A lot of it is still virtual or over the phone and so a lot of it is using tools like Highspot, for example, to pitch things out. We’re presenting material, but we’re doing it in a virtual way in one form or another, or we’re emailing it. The other thing that becomes very important is figuring out if I send you an email, did you open it and if you opened it, did you look at the content that I sent you and how much of that? Highspot provides a lot of those analytics that we’re constantly working with ourselves. Did you look at the pitch report if you send them something that they open? How long did they open it? What pages did they look at? Those are things that were more and more getting our sales team to really review because that way they’re much better prepared for that next meeting. When they go to do their follow-up, they can see, okay, they focused on page seven and they look at page seven and they can see very quickly what caught the person’s eye. I think it’s important for our salespeople to stay engaged in that process and engage with understanding what was really important for that client, that prospect.

The other thing about financial services is we are highly regulated and so there are a lot of things that we have to do and that’s another benefit of our sales enablement platform. With Highspot we can do some automatic follow-ups and be aware of certain things because Highspot allows us to run those analytical reports which help our compliance department do some of the follow-ups and maintain the oversight that they need again without being intrusive. They can just run it themselves. That becomes really important to both our salespeople as well as sales management.

SS: Absolutely. Dana, you touched on this already a little bit, but I’d love to understand the role Highspot plays and help you bring your enablement strategy to life.

DK: I think about it in a couple of ways. One, you’re emailing out a pitch that has a link. One of the advantages of Highspot is that a number of our client firms, their VPN or their firewall, is going to block an email that comes from an IP address that isn’t ours. We can send almost every content from Highspot directly from Outlook on an individual email, so it really gets through the firewall which is really what you want when you want to follow up with somebody you don’t want showing up in their spam or being blocked. There’s a real benefit to being able to connect with Outlook or some other standard email platform.

How we bring sales strategy to life, it’s kind of a continuum. It’s being able to figure out okay, when do I want to follow up, how do I follow up, what did they use, and as I was saying, using the pitch report to go back and say, okay, well, this is what they were most interested in is what I’m going to focus on. A lot of times we go into a meeting and we think that we’re going to talk about product A and we wind up talking about products B and C all totally different because that’s really where the client wants to go or we may ask them what are the problems that you’re having, and then we try to find the right solution. Sometimes being able to move very quickly on the fly for the salesperson becomes really important. That’s a lot of what we’re using Highspot for in the field.

From my perspective, now going to training and coaching, gives me the ability to work with sales managers and others and product specialists, and investment managers and build out a nice package of information. We’ve also in the last six months started to use plays where rather than saying, okay, go and look for the material, which Highspot is fabulous at, but we package everything in one place where we can show them everything basically, here’s the rationale for this investment and here’s all the content that’s important for a sales presentation and then here’s all that content in one place. They’re not going back to another tab to find a particular piece. It’s all right there and then they can easily send that out in an email once they figured it out or they can use it on the fly when they’re just doing a virtual meeting. There are a number of ways that they can very quickly get to the material they want, but we’re finding plays are great.

Now that Highspot has added more analytic functionality, particularly to every spot, managers can see very quickly who’s using what, from the broadest perspective. In other words, our broadest spot is almost like a library so they can see which books are being taken out the most frequently, which are the pieces that are popular or used the most, and what products are the things, we can see in a sense what’s trending. We may not see the sales initially, but we’re seeing the trend because people are starting to use certain products. It gives us an idea of what we want to be focusing on, both from a sales management perspective, but also we can work with marketing to say, okay, well here’s a product that we haven’t really looked at in a while, it’s starting to get a little more engagement, maybe we should be thinking about a new piece to support it or making sure to update things a little quicker than normal. Like everybody, we’re always resource-constrained, so you have to put a priority on what pieces get updated every single quarter. It gives us a sense of what pieces are starting to be used more frequently, maybe then the priority moves up to make sure people get that latest and greatest version as soon as possible.

SS: I think that’s fantastic. Now you’ve actually been a Highspot customer for about five years and you recently evolved your investment to include training and coaching. Can you tell me more about the impact of having a unified platform for your enablement efforts?

DK: We had another platform that we started with, frankly, well before Highspot and they had made some changes to their original offering, which brought us to Highspot without getting too deep into it. We used their training and coaching and what I found was it was great to have a lot of what I would call bells and whistles, probably more than we needed and more than we used. That always happens. I mean, that’s the beauty of some of the most technology platforms you get more than you can actually put your arms around. What we found was that we would create, let’s say, a training piece on how to position a particular product. It was very difficult to get people to go to the other platform and then I would wind up creating a spreadsheet and putting it on Highspot with the links to all those training sessions.

Eventually, it just made sense to just have that single sign-on and have it go right to Highspot. This has only been the last couple of months, so I can’t say all the five years of experience and training and coaching, but what I’m finding is it integrates really well. When I think about training on a product, to me, that is everything you need to know because you never know, you might get a question. It’s not how to present it per se, but it’s what you need to know to handle the objections along the way and what you need to know about the background to say to the managers that you might just gloss over in a sales pitch. I want to package that under training. The other thing in training I want to be able to do is to say, okay, well here’s how you want to position this, and here’s how you want to pitch it and I want to hear you present it back to me. Training and coaching allow me to do that in a very simplistic way. The other thing I would say is the support that I’ve gotten from Highspot building out the training and coaching in their platform because everything is different, the nomenclature is different, and the acronyms are different, but the support has been unbelievable. Our sales consultant, Carol DePratti, has spent innumerable hours going over these things to help me. The beauty of it too is she records the Zoom and sends me the link after so when we are trying to remember what box you have to click to do this or that, I’ve got a video that I can just go back to skim through it and understand what I need to do. Sometimes it feels like you’re drinking out of a fire hose, so you don’t always remember everything, so this has been great.

Also, the added support in terms of how we really want to structure some of these trainings. With the other guys, it was like, well, here’s what you kind of do, but at Highspot, it’s much more hands-on individual help figuring out how we want to do it. One of the things I learned was taking a longer video and just chunking it down for 3-5 minutes. We’re salespeople so the attention span is relatively short. The trick is how do you keep people engaged? Well, just chunk it out, maybe ask a question or two along the way, just to kind of keep them engaged, but that’s really been very helpful. We train on the product teaching them probably more than they need to know, and we also do user testing, like some simple quizzes along the way and then that dovetails right into the play where we boil all that down to just the essence of what you need to present, what are those key talking points on that product, and then here’s all the material. We build combinations of products. If you add this to a broader portfolio is the impact of it, so we’ll put all of those things into play because that’s what people are going to, that’s really what they need. We put them through training and then we simplify it down to the best way to present it with this play. It’s been really helpful.

The unified platform makes a big difference. People are not clicking through to another platform, then they need to sign on. I know that seems like a simple concept, but it’s the kind of thing that is what I like to call an irritant. The fewer those that you have, the more likely people are going to stay engaged with what you’re asking them to do. I don’t want to give them the excuse of not remembering their password. They just go right into it from Highspot and it’s simple.

SS: To give our listeners some best practices, how do you go about aligning your enablement strategy with the top priorities and objectives of the business?

DK: We think about Highspot in terms of how we deliver the material. We make this central to providing information for our sales team to use and push out to the greater world. It’s the core of what we do. We create a piece of marketing and it immediately goes on Highspot and people are notified that it has been updated or we have this new piece and here’s what it does, that kind of thing. It is the central core of everything that we do because this is how we present materials in one form or another. In terms of objectives for the business, the other thing that is really important to us is measurement. You can’t fix something you can’t measure, so we look at the analytics a lot. Everything that we do in Highspot links into Salesforce. We have a policy that if it’s not in Salesforce it didn’t happen. One of the things that we measure is meetings and emails for activity. We know that if people do it right, everything that they send or present from Highspot is going to show up in Salesforce. If it can go directly and it’s one less step that the salesperson has to take to go fill in their Salesforce, so it becomes critical to be able to measure everything and we make that almost job number one for everybody beyond presenting and selling obviously, but it’s also just making sure that you’re putting it in the system and you’re doing it right. If they do it right from Highspot, they don’t have to go back into Salesforce, it’s already done for them. That becomes critical to us because we’re measuring everything that everybody does every single day and reports are generated every single week and rolled up to a month and what have you. We are constantly measuring the activity and so Highspot becomes critical to that as well. It’s a matter of getting the right materials out there, getting people to use them and use them very simply in a way that dumps right into Salesforce, and from Salesforce we run the activity reports seeing, you know how these pieces are being used.

SS: Absolutely. I think we’re all focused on making sure that we can correlate our efforts to impact. How do you ensure that your strategy is effective in driving impact against those priorities and how has Highspot helped with that?

DK: We measure everything so we believe activity ultimately breeds results and so if it’s not in Salesforce it didn’t happen. Part of all of our sales team’s compensation is a measure of activity. Now, certain things have greater weight than others, but we’re constantly looking to see where their activity is and people get a report every week. They see where they stand relative to their peers, for example. At the end of the day, we measure all that and that becomes a significant ingredient in compensation. If you know that if you sent out an email from Highspot or did a virtual conference on zoom, and you used the slides from Highspot it becomes a consistent process.

SS: We had the chance to actually connect at our recent Highspot Spark User Conference in early November here in Seattle and during that time we were talking about Highspot’s Salesforce integration and how that has helped you improve visibility and tracking of sales activities inside your CRM. Can you tell us a little bit more about that and the impact that that has had on your strategy?

DK: We measure sales and sales activities. It’s a major component of how people are compensated on the sales side of the organization. It’s very important that they use Highspot and because we’ve integrated Highspot into Salesforce, they don’t have to go multiple places to basically log their activities. Logging activity is the bane of any salesman’s existence. They just want to move on to the next activity. They don’t want to be spending time logging it. I certainly never did and I’m quite certain most of our folks feel the same way. Highspot provides that sort of automatic logging. If I pitch something out, whether it’s in an email or I do a virtual presentation and I open something up and I present it on Highspot and I click through and set it up through Highspot properly, it shows up automatically in Salesforce and then it automatically tags the contact. It simplifies the process and makes things much more efficient for the salesperson so they can go on and do what we really pay them to do, which is present our products and follow up and ultimately bring in assets. It just simplifies the process and it automates it so they’re not spending time in their office just re-logging the things they already did. That’s really critical and we try to get them with reasonable success when they’re done with the meeting, and log some of those results through Highspot. Again, it’ll show up in Salesforce and then they have their notes for when you go back to follow up a couple of weeks later, what have you with all the right material.

SS: I love it. Last question for you, Dana. With the new year just starting, how are you evolving your strategy to plan for the year ahead And how is Highspot going to play a role in your 2023 strategy?

DK: Every year we go back and we look at what we have done, what we can do better. It’s a combination of a couple of different things. One, we’re going to use plays a lot more. We used to just load everything in the Highspot. We had one big spot for everything that we can send out externally and then we had another spot for everything that was internal and that was pretty much it. Then we built out a few other specific product spots. Now, we want to use plays more and more. We want to be able to get people to go there if they’re looking for something on a specific strategy or some combination strategy, they can go right to that play and it gives them everything they need to know in one place along with all the content that they need. To me, it’s going to be a much more efficient place to not just provide the content, but also the key talking points around that, and those things are easily updated on a regular basis. That’s a lot of what we do is going to integrate more plays in.

Then, as I mentioned, we just moved to the training and coaching platform and we’re going to be using that more and more. We’re going to be using it both for deeper dives into the product, but also quick hits, like, here’s the positioning of this new piece that we just created, and then we can ask our salespeople okay, now that you’ve seen this, how would you use this? We can then go back and look at it. There’s no monopoly on great ideas, so a lot of our salespeople are incredibly creative. Sometimes you see something from them and you can take that video content and edit it and put it into a best of hits, like three of the best ideas we got from those things we asked everybody to do. That’s something that we want to do on a regular basis going forward. That’s our plan for Highspot and of course just keeping everything up to date and well organized.

SS: Thank you so much, Dana. I appreciate the time and I appreciate you sharing your story.

DK: Well, thank you. That’s really kind of you to say that. I mean, honestly, we love Highspot. The support has been phenomenal and far more than I ever thought it would be. Over the last five years, I will say the product has evolved nicely. We find that it becomes an even more key ingredient to how we think about the world and how we want to push our content out in general. It’s really important to us.

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

When enablement can effectively communicate impact, executive leaders are 230% more likely to think that enablement is well-aligned with their goals. So what is the potential business impact of enablement, and how can you prove its value? Stacey Justice, the Vice President of Revenue Enablement at HashiCorp is here to answer that question. Thanks for joining, Stacey! I’d love for you to tell us about yourself, your background, and your organization.

Stacey Justice: Thanks, Shawnna. My name is Stacey Justice and I am, as you mentioned, the Vice President of Revenue Enablement for HashiCorp. HashiCorp is a company that’s really focused on enabling companies to shift to the cloud operating model and we’re seeing that happen across the board with lots of organizations really moving from what we consider private data centers into the cloud and having quite frankly just kind of a hybrid mix of that. We work with organizations to help them better manage that from an infrastructure perspective. I joined HashiCorp about two years ago and I run the revenue enablement team. My team focuses on enabling really all the customer-facing teams except for support. We work from all of our SDRs all the way through to our customer success managers and services team.

SS: I’m really excited to have you join us today, Stacey. You have been a Highspot customer for a while and I’ve had the privilege and opportunity to work with you and speak with you now a few times around. Stacey, from your perspective and kind of given the macroeconomic landscape that we’re facing where many companies today are under pressure to do more with less, why is enablement mission critical for businesses today and how can enablement help companies overcome that challenge of being able to do more with less?

SJ: That’s a great question. Enablement is in kind of a perfect situation within an organization to help drive productivity. I think one of the things about enablement is that it should have the flexibility to align and drive programs that will impact ultimate key business metrics. An example of this, I would say, could be overall pipeline generation, which is obviously mission-critical for organizations today to ensure that they’re generating enough pipeline to be able to generate enough revenue. Enablement has the opportunity and becomes mission critical when it starts to align its programs, let’s say account planning and helping and ensuring that the field understands how to do effective account planning and when it starts to align programs like that to ultimate measurements of success. If you’re able to actually align those programs together from an enablement perspective, you can drive increased pipeline, let’s use that as an example, which is ultimately going to help organizations to be able to close more revenue, hopefully, improve overall productivity, which is the ultimate measure of success, and actually drive to enabling those organizations to do more with less. I think enablement is key there because it can look at those different programs that are going to influence the ability to drive productivity measurements, pipeline measurements, and ultimately conversion ratios that are so important for an organization to be able to succeed.

SS: Absolutely, I think that’s a fantastic way to think about it. Now, how can enablement practitioners go about showing that impact of enablement really all the way up to their executive leadership to help them gain buy-in and support for continued investment in enablement going into the coming year?

SJ: I think the first thing is that it’s starting from business impact. It’s understanding what’s needed in the business. If it’s needed in the business, let’s say, just to improve the ramp time of a new hire, enablement has obviously a really large role in that, assuming that they’re running new hire onboarding programs. If that’s the key, then understanding that those new hires and onboarding programs are going to influence something that’s really critical and then identify what measurement that is. When I look at that time to first deal, time to second deal and I look at the amount of time that it takes and hopefully, we can set a benchmark and then kind of work that forward and then put the programs in place that are going to make that happen.

If the goal is to decrease the amount of time it takes someone to close two deals by, let’s say a month, then align the program to that. Make sure that you’re enabling those reps with the skills, the tools, and the actions that they need to take to get there, and then make sure that leadership knows the influence that those programs are having. I think sometimes enablement teams get caught up in things like the completion or the program or the activities that are done and they forget to measure the actual business results and then they also forget to market it to those leaders. You have to tell those leaders exactly what work is happening, how it’s influencing it, and then kind of take that forward. I think that’s really part of the game as much as anything, just making sure that you’re illustrating that to leadership.

SS: Absolutely. Now, I’d love to get your perspective on this as well though, Stacey, because I do think we are at a really trying time from an economic landscape perspective. How have you seen enablement teams really differentiate themselves from being perceived by leaders as just another sales support function to really being seen as a key strategic function within the organization?

SJ: I think a lot of that comes down to partnership and so in organizations that I’ve been in or that I’ve led, I tend to have role-based teams. I have folks who are assigned and enablement managers who support direct leaders and I think the partnership with enablement and those leaders is really key. Leaders have a really defined set of needs and understand exactly and can help you understand and identify gaps in terms of what’s happening. Some of this comes down to partnering with those leaders that you’re supporting to make sure that that strategic partnership exists and that the focus is on improving those teams and obviously then ultimately the business metrics that you’re able to measure it by. I think that’s one area.

I think the second area comes down to then, again, aligning the programs that you’re doing to business impact. That’s just so key today, doing a program for a program’s sake is just not going to help enablement appear as a strategic partner in the business. So again, it’s consistently understanding what the business needs and aligning the programs to meet those needs with the partnership of the leadership that you’re supporting. Enablement just has this unique position in a company to do that, to be flexible to make that happen and then, you know, assuming the team goes in as the credibility of the folks that they’re supporting. I believe it has a true opportunity to really influence behavior that will help to achieve the metrics and the business outcomes that the business needs.

SS: I’d love to dig in just a little bit more on this. How can cross-functional alignment with some of those partners continue to further strengthen the business value that you’re providing through enablement? Do you have a few examples you could walk us through?

SJ: One of the things that I’ve always said is I think that enablement should be one of the most, if not the most, cross-functionally collaborative teams in the business. Part of that’s because a lot of times enablement is almost like the filter between a lot of those different cross-functional teams in the field. A good example of that is the relationship that enablement really needs to have with product marketing. That relationship needs to be incredibly tight so that information goes back and forth from enablement to product marketing, and vice versa around messaging, what’s working, what’s not working, how you take the messages that product marketing is creating, and then how do you apply that into the field. What does the field really need? I think there’s just so much opportunity for those teams to work collaboratively.

I think that’s the same case with other teams within, I’ll use another marketing example, but I certainly don’t think it’s limited to that. Demand gen teams. Working with them on things like prospecting days. I think there’s a really good opportunity for enablement to partner with those groups, ensuring that the field has all of the skills and tools that they need to effectively prospect and then running programs with demand gen, that can help actually directly contribute to the pipeline. Those are just two examples, but I think enablement stretches across so many different teams in the business and it’s important for that team to have as many cross-functional relationships as possible.

SS: Absolutely, now again, you and I have known each other for a while and I know that you are extremely focused on being a business impact-driven enablement leader, which I love. You even have it on your LinkedIn profile. What are some key metrics that practitioners can use to measure enablement return on investment and really demonstrate all of that business impact that we’ve been talking about today?

SJ: It’s a great question and again, it’s a question I think that everyone’s kind of struggling to understand I think there are some general things that enablement teams can do, but I also think that it depends on the company. Some of the general things that are truly breaking down, for example, new hire ramp time and really looking at the metrics that are going to impact the business. I always call them leading indicators that are important to me from an enablement perspective and lagging indicators when it comes to onboarding. Leader indicators are things like how quickly are they completing the programs, whether are they finishing the certifications, have they excelled within the onboarding program. Then, secondly, the lagging indicators are more around, what are they producing, how much pipelines have they created, how long did it take them to get to create a pipeline, how long it is to the first deal, and how long to the second deal?

I think that’s part of that example, just in terms of ramp time, but my philosophy is always my job isn’t to create a team that’s ready to go out and just likes to be able to succeed anywhere. I always focus on how we help the team succeed here. Not that I don’t care that these reps and these SDRs or whoever you’re enabling aren’t successful in the future, but what I care about is right now. I think the other thing about this is just like focusing on measurements that the company cares about, but also how do you help that rep be successful where they’re at, so if that’s how do I make sure that the rep on day one knows exactly what they’re doing and how they’re going to succeed here and what prospecting looks like at whatever company you’re working at, or down to the specific personas within that company and how they understand that or whatever that comes down to. I think having focused on how is this team successful here and then what that looks like from a business perspective of the company you’re at is really important.

SS: No, I think that’s fantastic. To the point around helping reps where they are, especially right now with how tough things are, do you have tips on optimizing your enablement tech stack to really help your sales reps improve productivity?

SJ: I have a few tips. I think the first is don’t overwhelm the field with technology. There are some key things that you have to make sure you have that I think are just foundational and fundamental today. A sales enablement platform, an LMS, an engagement platform, and then maybe a conversational intelligence. I’m sure there are a few other things, but these are the foundational tools that I think are there and are important to have. Don’t bog your field down with too many tools and then also don’t bog your enablement team down by supporting too many tools. One of the things that I’ve seen is you have to spend the right amount of time to set up a system so that it works well, and that takes time from sales operations, it takes time from enablement to really do it right, and then it’s the continued and ongoing maintenance of.

The more tools you have, the more your team has to focus on that, and the less they might be focusing on qualitative programs. I think that’s just that’s a really key thing. Also, ensure that you spend the time to set it up in the right way. I’ve seen it where systems have just kind of been rolled out to the teams and it’s just not done optimally from the beginning, so it becomes a mess at the end and not optimized, not adopted and it’s just wasting time. It’s a matter of prioritizing both the systems and the work that you want your teams to do and recognizing that systems take work.

SS: Absolutely and to close, one last question for you Stacey. I’d love to hear about how you have used Highspot to improve the business impact of enablement within your organization.

SJ: We use Highspot as an enablement platform and we’re constantly working to evolve and improve it. We use it in a few different ways obviously as our main sales enablement repository for all of our content, but I’ll highlight three different ways we use it. One is partnering with product marketing to ensure that the messaging and the playbooks and the work that product marketing does is located in a central resource, it’s optimized and leveraged by the field and the product marketing has a true action that comes from any kind of I would say involvement in how that’s done. We also use it for role-based pages. I mentioned before that my team is focused on specific roles and we have a lot of role-based excellence managers and they use it to kind of have those role-based pages that are going to serve up the content that those different roles need. It makes it a lot easier for someone to really find the content they need. Then finally, I think the biggest thing is ensuring that it’s an updated trusted resource and I think that’s been a really important thing for us. Making sure that it’s a key part of your technology stack because once it’s outdated and it’s not working well, then it’s not gonna help you. I think the other thing that we’ve done is really make sure that that resource and that enablement platform in the Highspot is up to date and is trusted.

SS: I love that and I continue to love partnering with you, Stacey. Thank you so much for joining us on this podcast today.

SJ: Thank you so much, Shawnna. I really enjoyed this.

SS: To our audience, thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Hi and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Thanks for joining, Jarod! I’d love for you to tell us about yourself, your background, and your role here at Highspot.

Jarod Greene: Thanks for having me, Shawnna. I lead product marketing at Highspot. I felt in the space around 2014. I joined a tech company to lead their product marketing function and after spending 10 years with Gartner and before that I even taught seventh-grade math, so it’s a little bit of a nuanced, diverse background. I’d say that my primary role and responsibilities here at Highspot are really about forging connections. The goal is really to get everyone on the same page with regard to our product value message. We have to explain to our audience, both internal and external, what Highspot does, how Highspot does it, and how that is different than the way competitors and substitutes and alternative solutions do it and that’s why it all matters and we work to do that in the world where the product is going to change every 6 to 8 weeks, we do it in the world where competitor’s products change every 6 to 8 weeks, they make moves, they make changes, we adjust. I’d say there’s never a dull moment in the world of product marketing. That’s a little bit about me and what we do. I lead a phenomenal team of individuals who are passionate, who are incredibly gifted, and who embody the mission of making this discipline something that is not only well understood internally, but externally. As I said, there is never a dull moment in the world of PMM.

SS: Well, we’re excited to have you here because I think PMM is one of the closest partners to sales enablement, and I’d like to get your perspective on the market landscape. I’d like to focus a little bit on the current business landscape. What are some of the common pain points that organizations are experiencing in today’s climate and from your perspective, how can sales enablement help solve those?

JG: We have 100% seen a shift from earlier in the year, but it felt like the mission was going to grow at all costs to now where the mission is really focused on resilience and it really has moved to a model for efficient growth and really what companies that were talking to now are having conversations with us is about making sure that they get the most out of any investment that they make. Their purchases are under scrutiny, more so than ever. A lot of what they’re looking to invest in those across the CFOs desk in certain thresholds and it’s really difficult for an organization to understand in earnest where they should place debts and determine which investments are the most critical. They have to manage a couple of things. They have to manage their selling GA cost, they also have to manage the cost of goods so they have to answer some really difficult questions. Is this the time for them to double down on sales and marketing? Is this the time for them to invest in a product? Is this the time for them to invest in talent, particularly in tech where you see a lot of talent in the market now to unfortunately to layoffs, is this the time for customers and organizations who can maybe use and bring some of that talent into the organization? That obviously comes at a cost, or maybe put them in a different position on the other side of this recession.

I don’t envy a lot of these organizations, but being a leader in such an organization puts me in a different position to drive and have some of these conversations. Do we launch new products? Do we enter new markets? Do we think about a pricing model? There are so many options on the table, but I think at the end of the day there really shouldn’t be a debate about whether or not we need to improve the productivity of our sales teams, and when we talk about productivity, I think this has been a lot of debate. I always looked at it, as you need to make your salespeople more effective, and help them win more deals faster. I’m going to make them more efficient, help them navigate all the things that they need to do internally, make it easier for them to find the content, make it easier for them to take the training, make it easier for them to do a lot of the activities you’re asking them to do and that combination of making them more effective giving them time in the day back, I don’t think it’s ever proven to be a losing proposition.

To answer your question specifically, I don’t see where you can’t afford to not do enablement. This is what good enablement does. It makes the sellers effective, it makes your sellers efficient, and it helps you get the resources they need to help them be more successful more often with the notion that organizations doing enablement just perform better. When it’s done right, the sellers have the content they need, they have the guidance, they have the training, and they can achieve their goals more often. I also talked to leadership about ways to make sure that it can identify what you may have soft spots in your go-to-market execution. It may help you identify gaps in product confidence. It may help you identify weaknesses in certain geography or segments or industries, and you know, unfortunately, or fortunately it may even help you manage out your poor performers a little bit faster. You and I talk about this a lot. I don’t see how you can’t afford to have enablement in a climate where every dollar matters, every investment is critical and you really are relying on the sales team to do everything in their power to close as much business as possible.

SS: Absolutely. As you said, in today’s business climate, every investment matters. For those of you that might be a little less familiar with the audience, Jarod, I’d love for you to share why you believe enablement is a strategic investment for businesses.

JD: Yeah, 100%. I think whether you have 10 sellers or 10,000 sellers, you need those salespeople to know what to do. What they are doing on a day-to-day, week-to-week, month-to-month and asking those sellers to understand your corporate or go-to-market strategy can be too big of a jump and quite frankly, probably not the best use of our time. What we find and what we found over the years is that your sales folks really do need the strategy broken down into the discrete actions that they can perform. In time and go-to-market leadership team, whoever owns go-to-market strategy and your organization, whether that’s sales, whether it’s marketing or this revenue strategy, whether that services to develop and execute that strategy and then measure the execution of that strategy in a way to make sense. You are informing your sales team on the best ways that you believe they need to go execute that and you need to be deliberate and specific about how that happens.

Too often we find that to go to market teams don’t really have insights into what is working so they end up doing everything. They end up asking sellers to do a bunch of events that to them, they feel random. They feel disconnected. They feel like they don’t necessarily connect the dots across all the things that they need to do. Those mismatches are when things get funky. Enablement really is the function that helps to put all those things in context enablement. I would say it’s like this Rosetta Stone of the go-to-market strategy. If things can go and be translated through enablement, who does a phenomenal job in contextualizing what the seller needs to do and what good looks like, again, I don’t see how an organization functions well in any market that is changing and dynamic where the ask of your sales teams change on a pretty fluid basis. To me, it’s the ability to drive change at scale, adapt to changes quickly, and the ability to measure what’s working. Enablement when done well, as you know, can do all those things.

SS: Absolutely. Now to some sales enablement is still a relatively new concept. I mean in comparison to some of the more traditional departments within an organization, like a traditional sales or traditional marketing department, which means that some business leaders may not fully understand its value. What are some of the key things that executive leaders should know about the power of enablement and its potential to drive business impact?

JG: Great question, and for product marketers, we feel that as well. A lot of times when we talk about the partnership with the product marketing team, and enablement team, we share a lot of the same war stories in terms of does the business understand what it is we do. I think where enablement has typically struggled is the evolution beyond just sales training or sales content. It’s so much more than both of those things. Typically beyond the marketing organization of the product marketing organization to create content to give to sales teams and typically the executive team has lost sight or context of whose job is it to distill and break that content down for the sellers.

I see this in a lot of sales enablement. This is the training function. This is just the place where sellers get on board the train, get the battery put in their back, and then sent it out to go execute. right? No, it’s a little more extensive than that. We’ve seen the world worth enabling and product marketing is more than just content and sales enablement is more than just training. Strategic enablement, as we can elevate the discipline, is about making sure all that content has the right context. It’s training, it’s making sure everyone understands that mission, understands what good looks like, and is prepared and ready to execute at a moment’s notice. The other big unlock that I think executives have to understand is it’s about coaching to reinforce those desired behaviors. The biggest lesson I’ve learned in my Highspot tenure is that enablement lives and dies what if your front-line sales managers? When sales reps have questions, the first person they ask isn’t the marketing person who wrote the white paper, it isn’t to the enablement team, or the onboarding team that drove the training, it’s simply to the front-line manager and if that manager isn’t a line isn’t on the same page, there is chaos. I think that’s where the ability to tie together content, guidance, training, coaching, and analytics is the thing that the executive team should think about the enablement lines through.

It’s about outcomes. It’s not about rep satisfaction, it’s not about whether the plays are being run and the content is downloaded, it is about connecting the dots, showing the impact and the influence of the enablement program. I guess the outcomes in business want to drive otherwise you look like and will be funded like a call center, and so again that the challenge is for enablement to step up and meet the moment where you can effectively translate the enablement investment into the business outcomes that are desired by the executive.

SS: Absolutely. I mean right now I think a lot of companies are under pressure to not only protect the bottom line but also achieve more with less, so the ability to prove return on investment is essential. How can enablement professionals prove the ROI of enablement and just continue to reinforce its value?

JG: Yeah, 100%. I see this one a lot. I think it’s that linkage. The story and the context you want to provide is the one that says the reps who are doing the things you want, the reps who are consuming the content and pitching the content and coming to training and listening and being kind of reinforced and coached by their managers the right way are the ones that are performing better than the ones who aren’t doing those things. The ability to show that linkage may not seem easy, and again, I don’t think any investment in any program or any software is going to provide a 100% link, but your job and your objective as the person leading the function are to show directional causation. Generally speaking, do you find that the reps who are doing things that you asked them to do are performing better than the ones who aren’t? You’re closer to telling your value story by using the things that the business cares about.

They 100% care about whether the reps are happy, they 100% care about the content being used, downloaded and the train being attended, but they care about revenue performance a lot more. They care about, you know, reducing the churn rate a lot more. They are a lot more about reducing sales churn rates. There are a lot of things that they care about at the top level, like the things that they report to the board. It’s on enablement professionals and enablement teams to link their performance to those things. That level up becomes really critical, and again, when we’ve done well, the right set of analytics and the right set of insights, you may find validation on some of the challenges that you hear from the sales team, you might have a product problem, you might have a product market fit problem, you might have a narrative problem, but you might not have a sales problem in certain pockets. You might not have an enablement problem, right? That there’s something that is working for a certain cohort and that’s enough of a string to go pull to understand what you can do to continue to drive the right behaviors and reinforce the right values so that you can get those outcomes more often.

Those insights you get often become gold and I would just challenge now to try to boil the ocean but just get directional in terms of the influence of your enablement program on seller outcomes in a given cohort and then continue to double down in places that are working and then be honest and start to pull back from the areas that aren’t working as effectively, but you can’t do it without those insights or will continue to throw content over the wall, training over the wall, coaching advice over the wall, with no connection to bottom-line outcomes, which puts us back in a spot where we are just a very expensive cost center which none of us want to be the best.

SS: Absolutely. I think for enablement practitioners to be able to pull those insights obviously though they need to be able to optimize their tech stack including Highspot to maximize the ROI of enablement. I know we’ve talked a lot about sales tech mayhem inside of conversations we’ve had over the last year, but how can teams from your perspective maybe go about optimizing their tech stack?

JG: Just open and real is one of our guiding principles, you’re asking the market leader Highspot how to optimize the tech stack. I have a bias. I show it all the time, but I do think there’s a world where you recognize that the fewer tools you have, the easier it is to measure impact, and then coupled with some of the economic uncertainty we talked about a few minutes ago, you do see a world a mandate for a lot of organizations to just reduce the tech stack. There are solutions out there that claim to do a lot of things, and I think the tendency is to try to do a suite-based approach where one vendor promises the world and you can consolidate and get the data and get everything integrated. It’s a great promise on paper, but sometimes it’s difficult to deliver on.

What we tend to see is organizations doing more best of breed, but doing fewer best-of-breed purchases. What I mean by that is you’ll see typically for cohorts tool types. You won’t find any business that does not have a CRM system in some capacity, so I need something to manage my records, my opportunities for leads, contacts, and all that fun stuff. You need a CRM, no one’s going to delete that. You typically also need a system that gives you a kind of intelligence and insight around the ways that your sales team is managing those opportunities where you see tools like Clari that can help you with forecasts and pipeline management. Those are really effective intelligence tools that use AI to help you do a better job of predicting what is going to happen. You also see investments in things like engagement tools, so these are the tools that like the sales team perform a bunch of activities at scale with regard to the way they engage their prospects and customers. Those are phenomenal, they do a great job for one of the many touches and cadences. No one’s going to argue that those tools don’t make sense.

Then we see this kind of massive explosion in our own enablement space and I think we see that for two reasons. One, it’s the tool that drives behavior change that you need for the under three types of tools. So your CRM system is kind of records management, that system of record, you have the systems of insight which gives you intelligence, you have systems of engagement that let you communicate the scale, but none of those tools and sounds are the things you use to drive behavior around. I think enablement gives you a nice two-for-one and that you can absolutely say the change we need to drive is about the way we go to market, the way we sell, the way we position the way we market, the way we position, the way we package, the way we price. You can use enablement tools for all those things but a really fun cheat code is that you can also use enablement tools to do the training and enablement on the other tools you bought. Again, that positive correlation of teams that have the enablement function and can actually put programs on how to use the CRM tools, how to use the engagement tool, how to use the system of insight and intelligence tool, the forecasting tool, is a great way to not only drive kind of your foundational onboard but to also now create another set of analytics, another set of insights on the correlation between effective tool usage and sales performance.

So again, I’ll never sit here and say you only need four tools. You need to make the best decisions for your business, but at the end of the day, we see enablement as the one used to drive behavior change and not to see the impact of that change in behavior in ways that other tools don’t give you. So again, I am showing a little bit of bias here Shawnna, but I think part of what we do in terms of the value of enablement goes beyond just sales reform is just a lot of internal value. We see teams ascertained from it. That goes a long way to drive adoption from some of your other key investments in a climate where getting the most out of your investment is critical.

SS: Absolutely. I mean to echo what you said, how teams tell the story of their value can really make a difference in how that information is received, particularly by executive leaders, and presenting key metrics and data is definitely important but there’s a component of that storytelling element that is just absolutely critical. At Highspot, we always want to help our customers tell their stories. What advice would you give to our listeners on how they can begin to tell that value story to their business?

JG: Absolutely. To broaden our product marketing mantra, it’s all about the level of yes, absolutely metrics that the enablement team needs to improve performance. So absolutely a focus on whether or not the enablement contents are being used, whether the training is being attended, whether the pitch templates are good enough to date, and whether all that’s covered. That’s phenomenal stuff you need to run your business with. I promise you again, your boss’s boss doesn’t care about that stuff at the same level that You do. Your boss’s boss cares about revenue. They care about productivity, care about protecting the base, they care about making sure that churn rates don’t move into a place, that they don’t want them to move. The things that they need to report to their board of directors are the things that they care about. The job is to show enablement’s ability to impact those numbers, those metrics, and those measures in positive ways.

I’m not going to tell you that it’s easy to do. I’m going to tell you that there’s some work that needs to be done that positively influences the enablement activities with the business outcomes. When you have tools like Highspot, this becomes a heck of a lot easier, but ultimately the onus is gonna fall to your ability to tell that story. There are a million things you can measure across your platforms, but the ability to tie together the impact of the investments made in enablement. A dollar spent in enablement translates into 2, 3, 4, or 8 dollars for the business. It’s easier for other teams to do that. Sometimes it’s easier for marketing, sometimes a lot easier for sales, but enablement to use some of the same systems, the same techniques to show that positive correlation.

I think you and I both find that some of the best enablement practitioners we know come from those nuanced backgrounds. They didn’t go to college and major in sales enablement and just get into enablement. They come from marketing, they come from sales, they come from services, they’ve been executive and so their ability not only to understand how the soup is made and all the connection points, but their ability to tell a story effectively goes a long way. I encourage anyone to take advantage of the multiple resources out there within the enablement community work and network and connect with some of the folks who are doing this at a high level because I promise you, you’re probably doing some of the same programs and some of the same techniques and applying some of the same concepts. I’d be willing to bet that their ability to tell their value stories is probably a level higher, and I think it’s in the best interests of enablement professionals to level up to meet that moment and share those tools, share those techniques, share those templates to not only be better at that conversation but to up level, the entire discipline as executives come and executives go, the ability to really cement and staple enablement as a mission-critical function is everyone’s job. I just love what the communities within this discipline do to help every practitioner at every level tell the stories.

SS: Jarod, thank you so much for your time today. I really appreciated learning from you how to position the business value of enablement. I appreciate the time.

JG: I appreciate your time.

SS: Thank you for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Shawnna Sumaoang: Thanks for joining, Mary Rose! I’d love for you to tell us about yourself, your background, and your organization.

Mary Rose Debor: Thank you so much for having me. I’m so glad to be here. As you said, my name is Mary Rose Debor, the sales training content specialist at LIXIL, which is a global plumbing company. I’m working with our direct sales force to help really make sure they have the skills and the tools they need to succeed as they go out into the field.

A little bit about my background is I kind of fell into this role almost by accident because my original path was education. When I went to college I didn’t know what I wanted to major in at first, but I eventually landed on early childhood special education and I actually stayed with that for a while up until March 2020. I was a classroom teacher in an early childhood setting and then when the pandemic hit, I was briefly furloughed. At my previous organization, I had the chance to do a stint at HR where I got to do some learning and development-related topics also while I was at my previous organization, it was a university and I had the chance to pursue my graduate degree in management with a focus in educational leadership. It had kind of been poking around my brain for a while about transitioning outside of teaching children into using those similar skills in a different setting, in a business setting, and I was very fortunate to have this opportunity at LIXIL come up and I’ve been loving it ever since.

SS: Well we’re excited to have you here. Given your extensive background in education, I’d love to understand how that type of background set you up for success in developing training programs in a business setting.

MRD: Great question, Shawnna. I think the main way this has set me up for this role and to bring a lot of different ideas to this role is just the overall idea that the how of learning matters. I think outside of formal classroom settings, outside of academic institutions, we kind of take it for granted that learning can be more effective when delivered in certain ways. For example, instead of just giving people the information and expecting them to almost by osmosis remember it and retain it, there’s really a lot of thought intentionality behind cognitive science and educational psychology, so many different things you can use to really make sure that this information is delivered in the most effective way possible and to ensure the success of your employees. I think just that really overall drive and passion to make sure that content is given in the most engaging way is how this has set me up for success.

SS: That’s awesome. Now, you mentioned in your intro that you have a background in child development and obviously you have expertise in adult learning. What are some specific ways that adults learn and change behavior and how can training programs incorporate these components?

MRD: I think this is a super interesting question because there are of course differences between how children learn and how adults learn, but I actually think those differences are fewer than most people realize. I like to think of those in terms of more instructor-led learning versus learner-centered instruction learning. That’s the perspective I like to have because I think in either of those contexts that apply to children or adults. To your original question, there are of course some differences with adults and one is the fact that they bring their own skills and experiences to the table more so than children, especially in a business setting where people might have been working there or in the field or the industry for many years.

Another important thing is that versus having subject-oriented lessons or content for adults, it’s much more effective to usually have more task-oriented or behavior oriented. I think we all remember in school when you have math, language arts, or science and for adults, it’s really much more effective to have it centered around tasks or behaviors that are more specific and relevant to their roles. They want to know the why behind what they are learning, which I think will actually talk more about later, but this is super important for adults. I think just really infusing that throughout your instruction is key.

The final thing I think is really important for adults, and this is going to get a little neuroscience-y, and I won’t get too bogged down in the details because I am not a neuroscientist by any means, but your neural plasticity as an adult, it actually is less than as a child. Your neural plasticity is your ability to kind of learning new skills and that’s actually much easier for children to do with an adult, so the repetition for adults is another really major factor to consider because you want to really have that consistent reinforcement to help support the building of those new neural pathways you’re building as you are gaining a new skill or information or trying to implementing something new into your workflow. I hope that answers your question. I know those are kind of long-winded but there’s just so much to talk about.

SS: I love that. When you’re going about creating training programs, I’d love to understand how you identify the gaps between current behavior and desired behavior.

MRD: So for this, I’m going to refer back a little bit to my previous question where I kind of talked about instead of like adults versus children, that instructor-centered versus learner-centered, and this is where I think that learner-centered comes into play. At LIXIL what we’ve started doing and it’s been probably one of the most meaningful things that I’ve done professional development-wise since I’ve started is get training in human-centered design approaches.

I never heard of human-centered design before joining LIXIL, but I’m now obsessed with it. In a nutshell, it’s making sure that you are solving the right problems so you can solve the problem right, and I feel like the best way to do that is by going to the learners and using a variety of techniques like focus groups. Kind of like priority diagramming, there are all these great little techniques you could use to actually talk to learners, and observe what they’re doing during the day or how they do a task, do a focus group around specific problems or issues or part of their workflow, and that way you can really meaningfully see where the gaps might be and how you can design training effectively, because you want to make sure that your training solves the right problem and that you’re just not throwing stuff to the wall to see what sticks.

You really want to know what the gaps are, and I think the best way to do that in most cases is to use some techniques, some sort of focus group or survey to try to figure out what the gaps are. If you could do that in a way that’s as relevant as possible and by that, I mean if you can really see a person do their workflow that helps so much, because sometimes people don’t know what they don’t know right. I’m sure working in software, you might have seen that people might think they have a great grasp on something, but it’s hard for them to articulate exactly what the problem might be. When you can be alongside them and actually see what they are struggling with and where those gaps might be, I think that’s such an effective tool. It’s not always easy to do, of course, and there are going to be times when you have other objectives that are important that you have to do around, but I do think, generally speaking, when you can engage with learners directly to try to identify those gaps that are super impactful.

SS: Absolutely, I agree with that. Now, another thing that we’ve heard from enablement practitioners is that over-communication and repetition are important to drive change. How do you remind and maybe even incentivize reps to demonstrate the change you wish to see?

MRD: I think this is a really great point because it’s really at the core of making sure your training once it’s delivered is successful. It’s rarely going to be a one-and-done thing. So, first, to the point of over-communication and representation, I wholeheartedly agree those are important and I think that you just have to really be conscious of embedding them as much as possible. If you have a concept that you want to drive, you want to make sure that you don’t just have it in one lesson, try to put a nugget about that in other lessons, even if it’s not directly about that. If it applies somewhat and you want to reinforce it, see if you can weave it in.

An example of this is with our sales team, we have an overarching sales philosophy of sales training that we do and originally it was just the reps who went through that sales training then it was done and we realized the importance of reinforcing this new kind of sales philosophy that we wanted them to work on. We started doing a little reinforcement module, actually within our Highspot training. I’ll talk more about specifically how we use Highspot Training and Coaching later, but just again finding the ways where you can really embed little nuggets of reinforcement throughout.
There are a couple of other points I want to make because you do talk about incentives and motivation. I won’t go again into the whole science of motivation, but in terms of extrinsic, so external rewards, and intrinsic, which is kind of your self-motivation, your internal rewards, I think that with adult learners and with certain, especially higher level skills, that internal motivation, so that feeling of autonomy and mastery that you’re accomplishing something is super impactful. Now, of course, extrinsic is valuable. Our company has a swag shop where people can earn what we call LIXIL Bucks, and that’s kind of a nice little training incentive, but using extrinsic rewards sparingly and really just focusing more on how you can have people grow their sense of time, mastery and purpose. Those are ideas that I am completely stealing from Daniel Pink, just to give credit where credit is due.

With intrinsic and extrinsic motivation, when it comes to extrinsic you need to keep a few things in mind. Especially with sales thinking of pay, you just want to make sure that the pay does not outway the intrinsic motivator. You need to ensure that the intrinsic motivators are much more impactful because that can help them succeed. The final point I’ll make is that you have to rethink failures and mistakes because I think with behavior change, it could be really difficult to implement behaviors as a sales rep if you’re worried that there’s going to be a little bit of a learning curve. Maybe you’re not going to do as great with attracting clients while you learn a new sales system because you’re learning it and there are going to be some little kinks and bumps in the road as you’re trying to figure it out. I think it’s really important for management, for leadership to be understanding with that and not to penalize if somebody is using, or learning a new skill or system, but they’re not great at it yet. As much as you can be understanding and supportive if they’re using it. That’s the key thing and it’s going to pay off in the long run.

SS: Absolutely. Now to dive in deeper, ensuring changes are relevant and actionable is also important. What do you do to ensure that your reps understand the why behind the behavior change?

MRD: I’m really glad you brought this up, Shawnna. The why is super important and as we talked earlier with the principles of adult learning, that’s something that can really help motivate them to engage in their training and to be very purpose-driven behind it. I think it goes again, as we said before about over-communication and repetition from as many different sources as possible. By sources including whatever ways of communication you have at your company and I also mean people. I think it is so important if you have not just your trainer but your manager and your leadership reinforcing that purpose and that why as well. That can go miles in terms of helping people really invest their time and their energy into learning.

SS: I think bringing leaders in is fantastic. Now after training programs are complete and changes in behavior are being noticed. What’s next? How are you able to reinforce what is learned for lasting behavior change?

MRD: That’s great because once you have momentum, you certainly want to build on it. I think the first thing to do is you want to acknowledge that and in whatever way that’s possible, maybe that’s a dashboard, maybe that’s a communication from leadership or a manager because you don’t want people to feel like there’s no cause for a little celebration or acknowledgment of that time. However that works well for your organization, just make sure you acknowledge that growth in some way. You can then focus on moving to the next thing.

Another point came up when I was learning about how to teach children, but I think it’s such a good principle of learning that it’s called scaffolding. You want to just kind of very subtly start to build on skills. So basically there’s the skill and then there’s the level of skill that somebody can reach with just a little bit of extra push, we call it the zone of proximal development. It’s probably similar to what most people think of as the comfort zone. That’s what I would encourage trainers and learning and development professionals to think of next, so what’s going to be the next skill that’s related, but just kind of that half step up, that next rung on the ladder, and how you can get them to reach for it. That way it’s still relevant, it still makes sense in their trajectory, and it’s not something totally new and super challenging, but it’s just enough of a challenge to kind of keep that momentum going.

SS: I love that, I actually hadn’t heard that term before, so that’s really interesting. What can leaders do to maybe encourage and support this lasting behavior change?

MRD: Shawnna, I’m really glad you brought this up because I think leadership has such a powerful role here. I think first and foremost, leaders can model the changes they want to see especially if, for example, say you’re a sales manager and maybe some of your responsibilities are similar to those that your sales reps are seeing. If you’re doing the behavior and your reps can see that, that’s going to be so meaningful to them. I think as much as it makes sense modeling that behavior is going to be the most important thing that leadership can do.

Another thing that leadership can do, as I mentioned before, but I’m going to say it again because I think it’s so important, is to be understanding of any kind of mistakes or trip-ups that happen as behavior change occurs. One of our organizational behaviors and values at LIXIL is experiment and learning and I love that because the crux of that value is if you try something and it doesn’t work, that’s okay, just learn from it. I think, again, with leadership there should be understanding and support when there is a behavior change knowing that there’s going to be that little bit of kind of weeds you have to hack through first until you get that beautiful garden. To use that tired metaphor of the garden of knowledge, you need to clear out the weeds first and make sure it’s all good to grow and just know that it will happen. You’re kind of investing in the long-term goals here. In a nutshell, leaders can model and be understanding of mistakes or learning curves that happen when behavior change needs to be implemented.

SS: I love that. Now, last question for you Mary Rose. How has your organization leveraged Highspot Training and Coaching to drive behavior change through training programs?

MRD: Absolutely. We’ve been using Highspot for almost a year now and we’ve had a really big chance to dive into training and coaching. That’s actually what I first started doing when I came on board to LIXIL last year. One of the things I think it’s been really cool about using the training coaching is the ability to really tailor lessons with the various response types and to pull in the content that sales reps are already using and seeing to serve as lesson content. We have these short videos that the reps can watch and also we can pull in things like sales sheets or brochures that they might want to show customers. It’s nice reinforcement too. It’s like they’re learning about the products, but they’re also kind of getting familiar with some important content that they might use in the field when they’re speaking with a showroom, for example.

Another really cool feature and I know this is a newer one on your end, but I’m really excited to use it more is the learning path. The ability to string a variety of courses together on a particular topic or for a particular role is something that really intrigues me. We started piloting this with a group of people at our organization and it seems really well received. I think that’s another really great aspect of Highspot Training and Coaching that we will use more in the future. The final shout-out I’ll give to Highspot, not to the training and coaching specifically, but just the fact that it’s integrated into the overall Highspot main pages so if we are really focusing on a specific topic, I’ll give you a good example, like a new product launch, we can have nice easy navigation right on that Highspot main page that reps will see that’s an easy link to their courses and the relevant resources. So again, we had this new product launch, we’re going to have a nice banner right on the front page, they can click into that and then they’ll see courses, their presentations, the brochures, everything they need altogether. I love how the content piece of Highspot relates so naturally to the training and coaching aspect of it.

SS: I love to hear that Mary Rose, thank you again so much for taking the time to chat with us today.

MRD: Of course. This was great, thank you so much for having me.

SS: To our audience, thanks for listening to this episode of the Win Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

Driving behavior change in a sales organization can be notoriously difficult, and yet, it is critical to keep pace with buyer needs. It requires not only training your reps on the right behaviors but also coaching them to demonstrate those behaviors effectively with buyers. In fact, research from Sales Enablement PRO found that when behavior change is a core objective of training and coaching efforts, average rep quota attainment increases by 7 percentage points.

So how can you drive lasting behavior change within your organization? We invited Annie Lizenbergs, the Senior Director of Enablement for Learning & Development here at Highspot, to share her advice. Thanks for joining Annie! I’d love for you to tell us about yourself, your background, and your role here at Highspot.

Annie Lizenbergs: Thank you so much, Shawnna. As you mentioned, my name is Annie Lizenbergs, I’m the senior Director of Revenue L&D here at Highspot. My background spans two careers, both within the education space. First, I was a middle school history teacher and then made my way into both sales and sales leadership and then really found my niche within the learning and development space, really specific to revenue teams. It’s been great to navigate and watch the industry of both sales learning and also sales enablement grow into being such a strategic lever for organizations. Prior to coming to Highspot, I was actually a Highspot customer, so I had the opportunity to see firsthand the way that technology can aid in a company’s ability to drive strategic initiatives and to really set those foundational learning programs.

SS: I am excited to have you here and we’re lucky to have you at Highspot. Kudos, I didn’t realize you had been a middle school teacher, I have the utmost respect for teachers so that is impressive. Now, in terms of learning and development particularly within Highspot, can you tell us how you define what behavior change means?

AL: When I think about it, behavior changes are really being able to connect the right knowledge sets with the skills to be able to put that into action. Teams really need to be confident that they have the knowledge and the ability to go execute. One without the other really creates gaps and what you’ll start to see is inconsistent execution or siloed execution because there’s that lack of confidence. It’s the ability to really put those things together that makes learning an accelerator for the business.

SS: I love that definition. Why is behavior change often necessary in sales? What would you say are some of the ways that you’ve encountered it as a learning and development leader?

AL: Change is constant and really required for our business to thrive. As the market changes, buyers change, and as companies innovate, the business has to be agile enough to pivot and really keep pace with that change. From a learning perspective, it’s often referred to as learning agility. It may be that the organization is moving into a new market or launching a new product, but the ability of the org to really learn faster together gives them that sustainable competitive advantage of being able to capitalize on those new market opportunities.

For example, it may be something as simple as a product demo that might feel really cut and dry, but at Highspot we are shipping new innovations every six weeks. If we aren’t able to evolve the way that our teams demo the product, then our reps really aren’t able to demonstrate the full range of value that we can drive for the customer. We need to change behavior, we’ve got to deliver that new knowledge and really empower them with the right skills to drive the right results for the business.

SS: Absolutely. How can leaders within an organization recognize when there is a need for a change in behaviors?

AL: I always like to look at the sales pipeline. I feel like it’s a great barometer for the health of the business and can help identify when behavior change is going to be required because if your pipeline is down, you’re going to see the impact of that somewhere between two and three quarters from now. You need to diagnose what change is needed and be able to start acting on that right away. With change though, we have to be careful because it can start to feel like the flavor of the month, change really has to be deliberate, it has to be tied to results and irrelevant why and you have to be able to give that change the time and space to land and embed within the business in order to see those right results.

SS: I love that. It’s not the flavor of the month, I think that’s fantastic. What are some of your best practices for identifying some of the winning behaviors that lead to success in sales?

AL: We really focus on leading indicators of success. With any initiative that we’re running, we outline both the calls to action for our team, like what we want them to do, and the outcomes that we’re looking to drive, so how are we measuring whether or not this is a success? It’s those behaviors and activities that let us know if we’re trending in the right direction. Identifying the leading indicators really requires a deep understanding of our audience and their process. It could be things like the number of above-the-line contacts, multithreaded into account or the number of new opportunities added, or the number of new pitches that were sent out to clients. These are all things that we can measure and if those numbers and activities are headed in the right direction, we believe we should see the business outcomes that we’re looking for. Our ability to define and understand those leading indicators gives us the ability to predict success and also to tweak our learning approach as necessary so that it’s never stagnant and it’s never one size fits all.

SS: I think that’s phenomenal. How do you take that information and then design and implement training programs that are aimed at instilling those winning behaviors amongst the sales teams to drive that change?

AL: When we think about the design and development of training programs, we recognize that it often requires a layered approach. There’s no silver bullet to behavior change which often we wish there was. We are often balancing both formal and informal learning strategies to ensure understanding and create routines that drive repetition and execution. For example, with new product innovation, we have a three-part approach. The first can be pretty formal and includes courses and live training, the details, the value, and the differentiation of this new product. The second is the ability to have ongoing and evergreen training content that the reps can refer back to. No one will remember everything from a particular training. I always tell our stakeholders that it’s not for lack of trying, it’s just science and they’re likely not going to go back to a course that they took to try and find something, we don’t see that happen. It’s not really within human nature because when you’re looking for recall, you’re looking for those fast reminders about what you learned.

The number one skill that our reps need is to know where they can go for information when they need it, but without that repository of the always-on learning resources that can be grabbed and go, reps are often having to fill in the blanks. We really put a priority on creating that long tail of learning that they can always go back to. The last piece is the certification which is really measuring their ability to go out and put this learning into practice and it gives managers the opportunity to both inspect and coach and creates accountability to that learning as well. The thing I love about Highspot is that it gives us a platform in order to do that at scale, both the formal and the informal, but you really need both in order to drive that lasting change.

SS: Absolutely. I think our audience would definitely agree, behavior change can often be a difficult process and some reps may even be resistant to change. How can leaders motivate or ease the process of change for their teams?

AL: That’s a great question. Reps really need to know the why behind what they’re doing. In terms of the way that adults learn, it has to be hyper-relevant and hyper-actionable, otherwise, adults will just deprioritize it in their minds. Learning has to be put through the lens of why it matters and where they will apply it. It allows us to create that connection between what they’re learning and what they’re asked to go and do. This really allows us to better really measure the results as well because we’re clear on what those calls to action for our team are and the results that we’re trying to drive so we have clear markers along the way as to whether we are being successful.

SS: I think that’s phenomenal. How can behavior change be reinforced over time beyond an initial learning experience or training program?

AL: I mean that’s so critical. I will shout it from the mountaintops, I fully believe that front-line managers are the linchpin to success. They really become the arms and legs of any initiative and really drive that sustainable change. It’s their ability to really coach to what good looks like that allows reps to move from proficiency within any skill or knowledge set to mastery. Mastery only comes through practice and real-life application and learning along the way. That’s the only way. Our managers have the ability to support and encourage that process every single week.

SS: I love that you brought the frontline managers up. How do you go about helping frontline managers navigate and reinforce some of these behavior-change initiatives?

AL: We take enabling our managers really seriously because we know how important they are to the success of any initiative. So first and foremost, whatever the initiative might be, we are always enabling the managers ahead of our reps. We want to make sure that they feel confident in the knowledge and skills that are required in order to be successful. Beyond that, we’re also giving them the tools that are needed in order to go and inspect and coach. Those might be coaching kids, it might be ideas for things they can do in team meetings and conversations that they can have in their one on ones.

We use Gong to help inspect calls and make sure that the way that it’s coming to life with our customers is on point and gives them the opportunity to coach to real-life situations. Even within our own platform, whether it be practice submissions or testing along the way, we can give our managers rubrics in order for them to be able to consistently measure what good looks like from their team. Then it finally goes back to the reporting, the ability to have the reporting of those ongoing behaviors and activities and the business outcomes that we’re looking to drive, that gives them those indicators of whether or not their team is being successful.

SS: I love that and on that note actually my closing question relates to the metrics and reporting component. How can leaders leverage analytics to understand whether behavior changes are occurring and how it’s impacting the overall business performance?

AL: It goes back to defining those calls to action in the business outcomes that you’re looking to drive up front. What are the behaviors and activities that they’re asked to do coming out of a particular learning program or initiative enablement session? Reps really need to understand what success looks like and be able to have benchmarks along the way. That roadmap of success is really important to adult learners because they always want to check in on where they’re at and what progress they’re making.

We really have to be ruthless about measurement to ensure that the learning strategy is on point and that we can continue to adjust and scale to ensure that the behavior change doesn’t just live and die within a particular quarter, but that you can absorb it into onboarding, you can embed and reinforce it with rep guidance and create supports for recall that really make it become part of the fabric of your organization. You can measure if the behavior and activities are driving the right business outcomes and then learn from that strategy to inform the next initiative or change that your business is facing.

SS: I love that, Annie. Thank you so much for joining us today. I learned a ton from you on the behavior change front.