Cover Page

Further praise for Sales Enablement:

“Tamara and Byron could have titled this book ‘Outside/In’ Sales Enablement! They put the focus on building your sales enablement strategy where it should be – on your customer. A must-read, whether you're a sales enablement pro or just getting started!”

—JIM NINIVAGGI, Sales Enablement Leader,

Chief Readiness Officer

“Sales enablement is definitely a fast-growing discipline and the information inside this rich, yet easy to understand book will allow you to execute on this discipline so easily and effortlessly.”

—BERNADETTE MCCLELLAND, CEO

3 Red Folders, Sales and Leadership Expert

“A book that demystifies sales enablement and provides a seminal clarity model, which serves as a valuable roadmap for organizations at all levels of their sales enablement journey.”

—DR. HOWARD DOVER, Director,

Center for Professional Sales at UT Dallas

SALES ENABLEMENT

A Master Framework to Engage, Equip, and Empower A World-Class Sales Force

BYRON MATTHEWS | TAMARA SCHENK















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Special Thanks from the Authors

From Tamara – The world of sales enablement as we discuss it in this book is a rather young discipline, so I would like to thank those individuals who were already working in the enablement space a couple of years ago when the first enablement communities were built. My special thanks go to Scott Santucci, the founder of The Sales Enablement Society. I worked with Scott when he was a Forrester analyst to successfully evolve sales enablement to a strategic function in my previous role as VP Global Sales Enablement at T-Systems. Also, to Christian Maurer, who is my go-to person when I need my concepts and frameworks deeply challenged. And of course, Joe Galvin, who hired me and coached me into my new analyst role. Regarding the birth of this much needed sales enablement book, many thanks to Byron Matthews for initiating the idea for co-authoring this book.

From Byron – Selling is my passion, and I cannot imagine a more gratifying career. For that, I have to thank Accenture, Aflac and Mercer for the great opportunities they gave me. These are incredible organizations, and my time there shaped who I am today. I would also like to thank all of the wonderful Miller Heiman Group clients for sharing their passion for selling with us. You are a daily inspiration, and I am grateful for the opportunity to be part of your journey.

From both of us – Melissa Paulik, the book wouldn't exist without you, thanks so much for all the work you have done to structure our thoughts and ideas and to organize and integrate them into our central theme. Many thanks to Seleste Lunsford for her highly effective leadership, her ideas and advice; Paul Maxwell for his excellent editing work; the rest of the CSO Insights team, especially Jim Dickie and Barry Trailer for their support, ideas and advice; and last but not least, Robin Stasiak for her excellent project management.

Moving from sales enablement practitioner to analyst comes with a few challenges, not the least of which is the move from telling our own enablement stories to telling those of others. We would like to thank those sales enablement professionals and business leaders, including Christine Dorrion, Robert Racine, Jim Burns, Boris Kluck, Sam Trachtenberg, Ryan Toben, Kai Yu Hsuing and Thierry van Herwijnen, each of whom took the time to share the details of their stories with us as we worked through the examples in the book. Your efforts breathed life into the points we needed to make.

We'd also like to thank the many experts who took the time to provide their point of view and sage advice, including Jill Rowley, Social Selling Evangelist and Chief Growth Officer at Marketo; Jay Mitchell of Mereo; Erik Rentsch of Code SixFour; Sam Herring and Catie Bull of Intrepid and Treion Muller of TwentyEighty. As always, your perspectives and insights helped us strengthen our own.

Finally, we absolutely must thank the team at John Wiley & Sons for providing calm, patient guidance to the Miller Heiman Group book team, most of whom were going through the publishing process for the first time. Special thanks to Vicki Adang and Tessa Allen, who took us over the finish line and made sure we didn't lose our sanity in the process.

About the Authors

Byron Matthews is the Chief Executive Officer of Miller Heiman Group and leads their commitment to championing customer management excellence.

Over the past 23 years, Byron has consulted with and led sales organizations for several Fortune 500 companies. He has collaborated with industry leaders throughout the world at companies like Microsoft, AT&T, Samsung and Coca-Cola on the development of pipeline and revenue management solutions, implementation of sales methodologies, optimization of sales management processes and compensation plans and competency models linked to assessment and recruiting.

Byron's depth and breadth of prior experiences include serving as chief sales officer at Aflac, where he led over 30,000 sales professionals across multiple channels, and over five years at Mercer as global sales leader and global head of the Sales Performance Practice.

Byron received his MBA at the University of Chicago.

Tamara Schenk, Research Director at CSO Insights, the research division of Miller Heiman Group, is focused on all things sales force enablement, sales managers, social selling and collaboration.

She has enjoyed more than 25 years of experience in sales, business development and consulting in different industries on an international level. Before becoming an analyst in a research director role in 2014, she had the pleasure of developing sales enablement from an idea to a program and a strategic function at T-Systems, a Deutsche Telekom company, where she led the global sales force enablement and transformation team.

Tamara is a member of The Sales Enablement Society, a regular contributor to Top Sales World and a featured writer for Top Sales Magazine. She graduated from the University of Hohenheim in Baden-Württemberg, Germany, with a Dipl. oec. in economics.

About Miller Heiman Group

MILLER HEIMAN GROUP empowers people across the entire organization to perform at peak potential by bringing game-changing insight to sales performance, customer experience and leadership and management. Backed by more than 150 years of experience and performance and built on several well-known brands such as Miller Heiman, AchieveGlobal, Huthwaite, Impact Learning Systems and Channel Enablers, we offer more sales- and customer service-based solutions than anyone in the industry. This allows companies to build and sustain successful, customer-focused organizations that drive profitable revenue and top-line growth on a global scale. To learn more, visit our website and follow us on LinkedIn, Twitter, Facebook, YouTube or Google+.

About CSO Insights

CSO INSIGHTS IS the independent research arm within Miller Heiman Group™ dedicated to improving the performance and productivity of complex B2B sales. The CSO Insights team of respected analysts provides sales leaders with the research, data, expertise and best practices required to build sustainable strategies for sales performance improvement. CSO Insights’ annual sales effectiveness studies, along with its benchmarking capabilities, are industry standards for sales leaders seeking operational and behavioral insights into how to improve their sales performance and to gain holistic assessments of their selling and sales management efficacy. Annual research studies look at World-Class practices for sales and service optimization, sales enablement and sales operations.

Foreword

I FIRST MET Byron Matthews several years ago when my team and I were working to address a sales capability gap at LinkedIn. Over the course of our discussions, I immediately felt like Byron understood my world. What I appreciated most throughout the process, was that he was dead set on helping me solve my business problem rather than focusing on what the Miller Heiman Group had to offer. He worked with me in the same way we want our sales team to go-to-market – with the customers’ needs at the forefront of every conversation.

Since then, Byron and I have stayed in touch, and I've watched the Miller Heiman Group expand their focus and continue to dive deeper into elevating the sales profession through top-notch sales enablement offerings. Needless to say, I was thrilled when they called and asked if I would be willing to write the forward to their book on sales enablement. While there are dozens of books on sales strategies, there are few on enabling sales teams that are designed for the sales enablement professional. This is the book I wish I had back when I started my career in sales enablement. More importantly, this isn't just a book for sales enablement teams – it's a book written for sales leaders, without whom sales enablement professionals fail, every time.

Over the years, I've worked with many sales leaders who think sales enablement is just about training or worse, event planning. They see their sales enablement partners as transactional support functions versus strategic business advisers. But you can't blame them because so many sales enablement teams focus so much of their effort on getting programs out the door that they fail to look at the system as a whole, working hand in hand with sales to solve real business problems. I know because I've made those mistakes, and I've experienced the failure that comes along with them. My take on the matter is simple. At the core, sales training by itself is ineffective almost 100% of the time. You need the right conditions to sustain newly learned skills, and you need an engaged sales leadership team to lead from the front and coach to create new habits over time. If you don't have this, you're wasting your time and your money.

If you are a sales leader looking to upskill your sales team, or you are a sales enablement professional trying to get a seat at the table, read on. The Miller Heiman Group approach to sales enablement is comprehensive and spot on, covering all of the elements of a true sales enablement discipline: content, training, technology, and one of my favorites, sales coaching. Every recommendation in the book is backed by research as well as by anecdotal evidence from sales leaders who have put these principles into practice. Perhaps most importantly, the book emphasizes the need for sales enablement teams to be insights-driven – using data to understand the return on your sales enablement investment, and better yet, how data can help sales leaders make better business decisions. You can't manage (or improve) what you can't measure, and the Miller Heiman Group gets it.

I know firsthand how hard the job of sales enablement is. For those of you in it with me, you have the potential to be one of, if not the most important partner to sales. But you can't get there if you don't prioritize building out each component of the sales enablement ecosystem. This comes with trade-offs you have to make and a vision you have to paint for your sales leadership team, backed by data and insights they can believe in.

This book gives you the guidance you need to make the shift from tactical support function to strategic partner, widely recognized for having a significant impact on sales performance and a key driver in transforming the most important part of the sales organization—the people.

Amy Borsetti

Senior Director, Global Sales Readiness

LinkedIn Corporation

PART I
Introduction

SALES HAS NEVER been an easy profession, but our research shows that more salespeople than ever are struggling to make their numbers. Over the last five years, the percentage of salespeople making quota dropped by 10 points. The percentage of companies achieving revenue also dropped by nearly 4 points.

If you're in senior leadership, this performance decline can be incredibly frustrating. You've invested hundreds of thousands of dollars, if not millions, in CRM solutions and other technologies designed to make your salespeople more productive and effective. You've put considerable funding into developing training programs and sales collateral. You've honed your hiring practices and sought to attract top-notch talent with a proven track record in your industry. So why aren't you seeing a return on your investment?

Our answer is simple. Today's sales organizations are not keeping up with and adapting to the pace of change.

We all know how quickly things change. Just think about what you can do with the phone you use today as compared to the one you used just five years ago. From the technology itself to the apps that are available, the difference is night and day.

However, few of us take the time to think about the macro forces of change all around us and how they impact the profession we're in. We're not talking about the small things like the release of the latest iPhone. Or even more dramatic events like an economic recession that can have a real, but often temporary, impact on our opportunities. Instead, we're talking about the really big changes that irrevocably reshape the world we live in and how we sell.

The Macro Forces of Change

To understand this, we need to start with five important macro-level changes. You'll probably be familiar with each of these to some extent, but what we want to look at is how they are impacting the sales profession.

Sales Is Changing at the Micro Level, Too

It's not just the macro forces that are impacting our ability to sell. There are a number of micro forces at work as well. If you're in sales, you probably have stories you could tell in each of these categories, but our research puts some statistics behind the changes you see every day.

The Rise of Sales Enablement

The changing needs of today's buyers and the downward slide in sales performance have led to an increased focus on sales enablement in many organizations. In 2013, only 19% of companies we studied had a dedicated enablement person, program or function. In 2017, that rose to 59%.

How successful sales enablement is makes a huge difference. In our most recent study, only 35% of organizations reported that their enablement discipline met or exceeded expectations, but within this group, 67% of salespeople achieved quota (see Figure I.1). Organizations that reported meeting only some of their enablement expectations saw 60% of salespeople achieving quota. Organizations that reported achieving few of their expectations, essentially failing to enable their sales force, saw only 42% of their salespeople achieving quota. Quota attainment in this final group was even lower than the study's average quota attainment of 58%.

Bar graph shows percentage for met few objectives as 42, met some objectives as 60, and met majority or all objectives as 67.

Figure I.1 Quota Attainment As Related to Sales Enablement Program Success

So, what's gone wrong?

CSO Insights research and our experiences in the field with hundreds of sales organizations lead us to several main conclusions:

The goal of this book is to equip sales enablement professionals to create a sustainable, consistent enablement discipline that has a real impact on performance by developing the skills, knowledge and behaviors the sales force needs to succeed.

To that end, we've divided this book into five parts.

This book is written for everyone from the sales enablement manager responsible for executing strategy to the executive looking for ways to improve performance. It is a collaborative effort of two authors:

We encourage you not just to read this book but to consider it a blueprint for action. Each chapter contains prescriptive advice, evidence to support our recommendations and actions you can take immediately as you start your journey toward sales enablement success. At the end of each chapter, we've also included questions to consider as you engage other stakeholders in your organization.

We've also set up an online resource center at www.millerheimangroup.com/salesenablementguidebook where you can get copies of our referenced reports as well as additional tools and resources. In addition to resources we mention in the book, we will also add additional materials as new research becomes available.

We wish you all the best!

Byron Matthews

Chief Executive Officer

Miller Heiman Group

Tamara Schenk

Research Director

CSO Insights