In our previous discussion, we highlighted the importance of involving your sales team in the selection process of new sales tools. As a follow-up, let's dive into how we at Numerik ensure a smooth and effective rollout by designing a customized sales playbook for your team.

Designing a sales playbook for your team

When we roll out Numerik with your team, we collaborate to design a sales playbook that outlines how your reps can use the app every day. This playbook focuses on three main ways your team will use the app and trains them to use it confidently in each scenario.

Starting with relatable use cases

We begin with simple, relatable tasks that add value to your sales process. This might include accessing the customer dashboard before a sales visit or posting updates to Numerik’s social-media style live feed after a meeting. These initial steps help your team see immediate benefits and build confidence in using the app.

Preparing for sales visits with Numerik

Your sales playbook will detail how your team can use Numerik to prepare for sales visits. We guide your reps through these processes to ensure they are familiar and comfortable with the tools available to them. This preparation can significantly enhance the effectiveness of their sales interactions.

Identifying three key use cases

We work together to decide on the three primary use cases for your playbook by mapping your current sales processes and identifying the areas where Numerik will drive the most performance improvement. This targeted approach ensures that your team focuses on the most impactful aspects of the tool.

The benefits of focused training

Before adopting this focused training approach, we would ask new Numerik customers how they wanted their system set up. Often, customers hadn't fully considered their sales improvement priorities, leading to uncertainty and a reliance on general best practices. Now, we offer a hyper-focused onboarding experience that clarifies your areas for improvement and ensures your team understands how to use Numerik effectively in those key areas.

Conclusion

By designing a tailored sales playbook and focusing on three main use cases, we ensure that your team can confidently and effectively use Numerik. This targeted approach leads to better adoption rates and significant improvements in sales performance.

FAQs

What is a sales playbook?

A sales playbook is a document that outlines best practices, processes, and strategies for using sales tools and executing sales tasks effectively.

Why focus on three main use cases?

Focusing on three main use cases ensures that your team can master the most impactful aspects of the tool, leading to better adoption and performance.

How does Numerik enhance sales visit preparation?

Numerik provides tools like the customer dashboard and live feed updates, which help sales reps prepare thoroughly and stay informed during sales visits.

What are the benefits of a hyper-focused onboarding experience?

A hyper-focused onboarding experience provides clarity on areas for improvement and ensures that your team understands how to use Numerik effectively, leading to higher adoption rates and improved performance.

How can Numerik drive sales performance?

By streamlining sales processes, providing valuable insights, and facilitating better preparation and follow-up, Numerik helps sales teams work more efficiently and effectively.