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Boost productivity with Sales Programs, built into CRM. Guide sellers to success with AI powered coaching and relevant resources surfaced in the flow of work. Improve performance with programmes connected to rep activity and sales results. Deliver value quickly with best practice templates and intelligent, automated programme delivery with no code required.
Guide sellers to success and grow revenue with sales programs built into CRM.
Provide resources and programme activities in sellers flow of work. Surface relevant guides, videos, scripts and templates as reps need them. Focus teams to take action on revenue gaps with targeted resources and programme activities. Keep sellers engaged with insights into their progress on any programme.
Get reps pitch perfect before talking to customers. Upload practice pitches that both managers and peers can score. Provide coaching guidance to structure and organise feedback. Embed pitch practice activities in programmes to deliver directly in Salesforce.
Capture call intelligence data in Conversation Insights and apply it to rep behaviour. Use AI to provide managers with dashboards that identify coaching opportunities. Track keywords automatically and help both managers and reps quickly drill into specific examples. Improve rep performance on calls with programmes that include conversation milestones for talk tracks, talk and listen ratios and product mentions.
Embed specific rep activities and targets into sales programs to track rep engagement. Configure milestones that address productivity gaps like calls made, emails sent, opportunities piped or deals closed.
Drive best practice sales execution with programme reminders and updates delivered in Salesforce. Improve data capture of progress and performance with step-by-step guidance through complex processes.
Track the impact of sales programmes with out-of-the-box dashboards and analytics. Break programmes into components and understand what resources and activities drive revenue outcomes. Capture the data needed to iterate on sales programmes and continuously improve rep performance over time.
Launch sales programs fast with a no-code builder inside of Salesforce. Create programmes for specific sales goals such as increased cross-sell, targeted product growth and improved prospecting. Add in sales activities and outcomes, key resources, practice sessions and call collections with drag and drop simplicity.
Incorporate Salesforce best practices into every programme with pre-built templates. Build templated programmes for pipe generation and maturation, cross-sell and upsell, new product introduction, territory fast starts and more. Tailor for specific business use cases and launch in hours, not weeks.
Trigger enrolment in programmes automatically based on seller performance. Create personalised programme experiences to address specific challenges, like prospecting, pipe maturation or negotiation. Ensure programme relevance for every rep to drive programme adoption.
Capture the attention of any partner or channel seller with outcomes-based programmes. Motivate long-term partner success with enablement programmes embedded in Salesforces partner relationship management platform. Guide partners the moment they enter the portal with in-app guidance that walks partners through specific steps and shows them how to use PRM to track work and make requests as well as market, sell and service deals.
Beyond onboarding, steer partners to deliver revenue growth by tying revenue generation to achievable milestones and outcomes-based programmes. Serve up the necessary resources, goals and assets with easy-to-navigate programmes that ramp, develop and grow partners.
Measure the engagement and sales success of partners using AI-driven analytics pulled into your CRM from Salesforce PRM. Build and choose programmes that will help partners generate and close better deals, understand product offerings better or level them up to a new partner tier. Check back in the Channel Manager Dashboard to refine strategy.
* Requires a Sales Cloud, Service Cloud or Headless 360 platform licence. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
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Sales enablement uses content, coaching, training and technology to help reps onboard, improve their skills and sell. Sales enablement leaders care about increasing productivity, making a business impact they can measure and getting training programmes out the door faster.
A sales enablement platform provides sales teams with coaching, resources and tools to help them effectively engage with customers and close deals. It improves sales productivity, streamlines sales processes and ultimately, improves rep efficiency to drive revenue.
Sales enablement software is key to helping reps understand product and perfect sales tactics to ensure the best possible sales performance. The best platforms integrate with a company's CRM and include a variety of content, training, and coaching tools delivered in the flow of work, alongside reporting and analytics functionality that shows where sellers need the most support. More advanced systems also include AI that can personalise training for individual reps.
The top sales enablement platform features depends on company/team need, but typically include a searchable repository of learning resources (e.g. decks, white papers, product data sheets, etc.), interactive onboarding programmes for new hires, ongoing training opportunities for existing employees, and analytics that show employee engagement. Also important are collaboration or communication features that allow employees to ask questions and receive answers, and the ability to integrate training into the company's existing CRM so materials can be accessed in the flow of work.
Sales enablement software is broken out into a few primary types. First, there is content management software which serves as a repository for critical sales documents like product datasheets, sales process worksheets, and account planning worksheets. There are also training programme platforms that guide both new and experienced reps through training modules, helping them understand a company's products, as well as effective sales methods; and coaching software, which commonly leverages AI to provide feedback on practice sales calls and pitches. Analytics platforms (including conversation intelligence tools that flag important moments in sales calls) are also common.
When selecting a sales enablement platform, you should consider features like CRM integration, programme dashboard and analytics, automated progress tracking, quick start templates and the rep experience. It's also important to choose a sales enablement platform that aligns with your business goals and meets the unique needs of your sellers.
The set-up for Sales Programs is simple. Work with your Salesforce admin to provision the licences and then you can start building programmes, milestones and measures in the no code drag-and-drop programme builder and start driving sales efficiency.
Unlike other sales enablement platforms that ask reps to leave the CRM and their flow of work to go be enabled, we bring enablement to them. Whats more is that by tying enablement exercises to revenue milestones, they can instantly see how your programme is moving them towards a metric they care about.
Yes. Sales Programs includes access to best practice programme templates developed by our global enablement team based on their 20+ years of experience supporting sellers.
Sales enablement software provides a streamlined, centralised way for new hires to get critical company, product, and sales process information. This includes data sheets, worksheets, customer and market details, and tool/technology guidance. When a new hire is able to effectively absorb this information, they can quickly begin handling sales calls, helping the team hit sales targets more quickly.
AI's big win for sales enablement is personalisation. While sales training is common, it's often delivered in a one size fits all model all reps, regardless of experience or skill set, take the same training. AI can review a rep's background and performance, then provide real-time, tailored feedback, training, and guidance to help them succeed in their unique circumstances.
Many sales enablement tools do include coaching tools. More advanced ones leverage AI to provide real-time feedback during live calls, and deliver coaching for sales role plays and practice pitches. This personalised training makes coaching scalable, taking the burden off busy managers.
Writers drafted these FAQs with the help of AI.
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