Another topic that is always top of mind for sales leaders, and their recruiting teams, is their employee retention scores. It is a massive expense to organizations when they see talent leave, whether regrettable or not, and have to spend resources recruiting, enabling and eventually filling that seat. Programs, behaviours and approaches that may help keep your teams intact and excited about their role, can include: - providing new challenges and opportunities. This can come in many forms of internal career growth avenues, including progression through the sales segments, offering leadership opportunities, and/or programs and resources made available for personal development. - Engaging with your employees on a regular basis. Demonstrate to your teams that their feedback is welcomed, valued and encouraged. You've seen this done with internal 'employee engagement' surveys, 'ask me anything' panels with leadership, and of course it all started back in my early days with the physical 'suggestion box' (dating myself slightly). - Expand your 1:1's to be more than just about deals and quota. There is more to a seller than their ability to sell. Think of what 'behaviors' you want your team to excel at..are they good collaborators with cross functional teams? Are they a good team member and help mentor new members and don't shy away from sharing learnings? Do they show up prepared, educated, and lead with the customer first? Also, think of what sales 'competencies' you want to ensure the team excels at, such as being strong at doing 'discovery', they have the ability to tell compelling customer stories, and are they doing account plans for their tier 1 accounts?. If you build a team with strong sales 'behaviors' and 'competencies', the quota retirement will come. - Celebrate and acknowledge. Celebrate both big and small things within the sales org, and set up a recognition program outside of your 'Presidents Club' (or equivalent). Everyone responds well to their positive acknowledgment and reinforcement.

I'm going to include some red flags on resumes since I have already talked about common mistakes people make in sales interviews. Some resume red flags: * Resume is multiple pages long (people pay most attention to the first half of the resume so if it's very dense, you will lose your audience) * Having every single job the person's ever had listed on there (relevant job experiences only please) * Having little-to-no quantitative results (e.g. % attainment, conversion rates, etc.) on the resume, especially for sales roles * Basic spelling or grammar mistakes (shows that there was no detail to attention if you have a lot of them)

It's a great question. I believe that all reps are continuously motivated by earning potential and career growth opportunities, regardless of the stage of the company. To get more nuanced, you'll see earlier hires more motivated by the combination of equity and cash, and you'll also see earlier hires hoping to leverage their early arrival to accelerate their career growth (vs later hires). As an aside, one of the real joys of leading and scaling sales teams is rewarding those deserving early hires with promotions, additional equity grants, etc. We've had the opportunity to do a lot of this at Vanta. More broadly, my advice is to spend a lot of time thinking about the design of your compensation plans (revisiting them at least annually) and also to map out levels and definitions for career growth sooner vs later. Make sure that you're putting your team in a spot where they believe they can hit their goals, and where they understand intimately what career growth means for them, and how to unlock it. Easier said than done. :)

There's a few different ways to gauge a candidate's autonomy in a sales interview. 1. Behavioral Questions: Ask situational questions that require candidates to describe times where they had to work independently to achieve sales targets or overcome challenges. For example one of my go to questions is, "What's the most creative, out of the ordinary, or above and beyond thing you’ve done to win a customer?" 2. Past Experience: Review the candidate's resume and ask about specific examples where they demonstrated autonomy in previous sales roles. Inquire about their sales process, strategies they implemented independently, and decisions they made autonomously. 3. Problem-solving Scenarios: Present examples of current sales scenarios and ask how the candidate would approach them. Evaluate whether they demonstrate the ability to think critically and make decisions independently in real life situations that arise. 4. Role-play Exercises: Conduct role-playing exercises where the candidate must handle a sales scenario independently. We ask candidates to run a discovery call and give them basic information on the team. Observe how they handle the situation and objections without much assistance or input.

If an account executive is sharing feedback (positive or negative!), here are a few questions you can ask to decide how to incorporate it. 1. Is the feedback specific? To act on feedback, we have to have enough information to properly diagnose the cause. If an AE shares that an account was unqualified, did they share the name of the account and the particular reasoning? 2. Do we know what led to the feedback? To act on feedback, you have to know what to change. Identify the specific behavior or process that led to the feedback. In this case, perhaps there was a qualification question that wasn’t asked or we had incorrect data in the CRM about the account. Different causes require different solutions and we shouldn’t assume the cause. 3. Is this an individual occurrence or a trend? Ask if they have any additional examples for the feedback or even recent counterexamples. Scoping the occurrence of the feedback will help you figure out if you need to work with single individuals or change an overall process. Don’t treat feedback as global unless you have shown a sufficient sample size. Once you have gotten the above information, you can decide how to implement a change (and if a change is worth implementing). If the feedback seems to be coming from a one-off situation, you may want to approach at the individual level. If the feedback seems to point towards a larger trend, you may want to design an experiment or A/B test to see if the suggested changes work. Lastly, make sure to proactively request feedback from the AE team. Their input is particularly valuable for (1) deciding how to prioritize account books and (2) refining your Ideal Customer Profile and even identify new use cases. 

Sales and Customer Success shouldn't be two separate islands. These groups have to be incredibly synced in order to best serve your customer base. This is why I recommend a business hire a revenue leader who oversees both customer acquisition and customer retention. That way, you have an executive who isn't selfishly focused on one area of the business. Roles & Responsibilities + Compensation Incentivization: * Be sure to clearly define roles and swimlanes between AEs & CSMs * Recommend AEs build pipeline, close deals, expand accounts (full stack AEs) * Clearly defined handoff/partnership process once initial land is closed. * Account plans are a must based on mutually identified threshold (i.e. ARR, propensity to scale) * Customer journey mapping: Outline clear partnership touch points from pre to post sales to determine contribution amongst account teams. How might you quantify services for large scale deployments? Don't give anything away for free, use your concession playbook if post sales services are included. * Recommend CSMs renew customers * CSMs incentivized to generate expansion opportunities and will get % payout of net revenue retention (expansion) * Recommend RevOps is also incentivized to hit a revenue target. RevOps is the most crucial partner to your revenue leader. They need incentivization to support the sellers get their job done. Make them feel a part of the team and reward them for their work. * Shared KPIs: * Customer obsessed culture: 1 team, 1 dream, always asking “what’s in it for the customer?” * Pipeline (conversion vs. vanity stats), new business vs. expansion revenue, NPS, retention, churn vs. contraction, product/feature adoption * AEs & CSMs must have have consistent meetings to knowledge share, discuss and implement process improvement, strategize on key accounts, share feedback from the customers, etc. Pairing AEs and CSMs by segment can drive a much more seamless working relationship internally and for the customer Don't forget, hiring A+ talent is what keeps these teams motivated most. People want to be surrounded by high performers. The moment you hire a B player, the entire attitude, work ethic, morale, and throughput of your team completely changes. Never settle for anything less than A+ talent/ * Identify needed skills by role in changing landscape. Don't hire the same profile every time. Find teammates who balance each other out. Look for innate skillsets you cannot coach (persistence, hustle, humility, selfless, grit, competitiveness, hunger) * Performance management: Atomic unit of efficiency * Continuous coaching: Call reviews * Career development: Career laddering across the entire organization. Invest in your SDRs and build a low lift, high return SMB segment to promote them into. * Sell 90 Initiative: * Frontline reps spend 90% of time on customers * Automate/remove as much manual friction as possible from outbounding to accounts to renewing customers. Your customer facing team should never worry about anything other than their customer

Sheer “number of activities” (calls/emails) completed is one of the most over-hyped metrics. While it is easy to measure with modern tracking tools, I find it incentivizes the wrong behavior of reps and ignores the importance of quality. Now often the best sales reps in an organization also top the leaderboards in the frequency of their activities, but volume alone is not the solution. Today generic templates & sequences spammed out to hundreds or thousands of prospects is a losing strategy. Even with the support of the best AI tools today to “customize” sequences, the results pale in comparison to truly personalized outreach. To truly make great connections, if you spend time researching your prospect, understanding the context in which they operate (company strategies, challenges, personal motivations, etc.) and personalizing your outreach to their specific situation, you will find higher rates of success. AND if you do that successfully at a high volume & frequency, you will top the activity charts with higher quality meetings.

It's essential to first understand the expectations of your sales leadership, common denominators between successful reps who achieve those expectations, and availability of data to your enablement program. Here are a couple of questions to ask before you get started in creating a measurement plan: * What types of habits do they need to be able to do their everyday work by Day 30-60-90 days? * What are the expectations of your leads? Compare this to enablement insights on what can reasonably be achieved based on historical benchmarks. * Which reps have the most successful ramp numbers? What's the common denominator between all of them? * How long is your onboarding program, including reinforcement training after boot camp? * Do YOU have the data and reports that can show comparative data between reps? A lot of these questions really focus on setting benchmarks on four factors which I've seen are generally performable by many teams: 1. Confidence levels (Subjective): What are your reps' confidence levels around knowing and selling your products increasing over your ramp period? Is there improvement over time? Are you asking this based on various categories such as product, sales skills, and tool usage? 2. Lead Assessment (Subjective): Have their leads fill out a scorecard with guided skill categories based on your sales methodology following your reporting cadence. Make sure that there is guidance on what each category means to minimize the need for calibration. 3. Tool usage (Subjective and Objective): Do your reps know how to use their tools? Do they know where they can access the supporting documentation and guidance after their onboarding program? Are they accessing these tools and using them in the first place? How do they measure up to usage benchmarks - focus on effectiveness later after ramp as I recommend that these should be measured after reinforcement training past onboarding/ramp. 4. Activity, Deal Velocity and Attainment Benchmarks (Objective): How many calls are they making? How many prospects are they sourcing and reaching out to? How many deals are at various stages by 30-60-90 days - are they building and moving deals through their pipeline? Are they achieving the benchmarks/objectives your team has set for win rate and ramp attainment numbers? Hopefully, these categories help to start somewhere. Curious to hear what other enablement leaders have used as well.

Here is my approach to aligning quarterly/annual sales OKRs with broader business objections: * Define business objections: Identify the key regional business objectives for the quarter or year. They should be specific, measurable, achievable, and time-bound. For example, increasing central enterprise region revenue by 20% in the next 180 days. * Determine sales objectives: Based on business objectives, establish sales-specific objectives that support broader goals and are tied to revenue targets. For example, increasing Stage 1 conversions by 20% within the next 90 days. * Assign projects: Assign specific projects to members of the sales team based on their skills, expertise, and areas of responsibility. * Align individual OKRs: Connect individual projects to sales team OKRs by setting individual key results that contribute to overall sales objectives. * Success Criteria: Clearly define the success criteria for each individual project and how they contribute to the overall sales objectives.

Many of the large research firms (ex: Gartner) and other smaller societies exist. They put out interesting reports, whitepapers, and findings that showcase new enablement technology, sales trends, and changes in the learning space. I'd recommend: * Check-out new & topical books * Subscribe or review these firms/sites from time to time * Join a community (Slack or LinkedIn) with like-minded folks