Providing all the content that was available to the sales force and let them search – that’s where sales enablement has its early roots. Stand-alone knowledge management and enablement platforms were invented, sold and implemented. Everything was designed to provide content on a platform for sales. Various search options and taxonomies often made it difficult for salespeople to quickly find what they were looking for. Many of us walked this sometimes painful path.

Was that a push or a pull approach? It depends…

As a sales enablement leader, you may look at this issue from this role’s perspective. Then, it is a push approach; pushing everything you have on enablement content to sales. Now, change the perspective to the salesperson, and it is just the other way around. They don’t feel pushed; as everything depends on their initiative. They have to take the initiative; they have to search to find what they need. For them, it’s more of a pull approach.

Nowadays, sales enablement strives for enablement solutions that are highly integrated with the CRM landscape. The aim is to provide the right enablement and client-facing content at the right time for salespeople when they need it, along the stages of their opportunities. It depends on enablement to create a modular enablement framework that leads to these “customer challenge/industry/buyer role/deal stage” matches. The salespeople are at the receiving end. Again, it depends on your perspective whether you may consider this as a push or pull approach. Ask ten people with different roles in the same industry, and you will get as many push as pull answers.

The “pull versus push” question actually describes a content delivery mechanism, depending on our perspective and interpretation. Why not take these approaches to a level of more descriptive imperatives from the customer’s perspective? Imperatives for salespeople, the enablement clients. Then, approaches that are based on salespeople’s responsibility to search in order to get what they need can be described as “Search & Find.” This is not exactly what salespeople like to do or what makes them really effective. Approaches that provide client-facing and internal content at the salespeople’s fingertips, exactly when they need it and how they need it, can be described as “Be Inspired!” approaches.

“Be Inspired!” models in sales enablement – think about design, content services, technology and adoption

  • “Be Inspired” design means designing a customer core sales enablement framework. The customer’s journey and all involved stakeholders are the design points. The customer’s journey has to be mapped to the internal process landscape, from marketing to sales and  services/delivery. The goal is creating tangible value for customers, to help them to achieve their desired results and wins.
  • “Be Inspired” content services are tailored to the different phases of the customer’s journey, and then tailored to the relevant buyer roles in different industries and to different situations. In complex B2B environments, it’s hard to predict what a salesperson will need in which exact combination. That’s why content modules became more and more important. Ideally, those modules are designed as templates that allow salespeople to edit and customize customer-facing content, powered by technology where appropriate.
  • “Be Inspired” enablement technology is integrated with CRM systems. Salespeople don’t have to go to another system, log in, and search for what they need. Pull technology suggests content (and related training services) based on the characteristics of salespeople’s opportunities and accounts. To make this mechanism work, the customer-core enablement framework and the content creation process as described above are an essential foundation. The future vision of success is that salespeople have one collaborative platform they are working with.  The foundation is often the CRM system that integrates enablement and playbook systems, learning content, and predictive analytics to support them along their deals. Additionally, those platforms provide the foundation for the frontline sales managers’ coaching approach.
  • “Be Inspired” adoption is the ultimate advantage. All the efforts that have to be made earlier regarding the customer-core enablement process are worth the energy. Adoption will be much easier. When salespeople don’t need to go to another system, when they get the content (and related training refreshers) they need at their fingertips, pull systems unfold their ultimate advantage – increasing productivity and performance and higher adoption rates.

“Be Inspired” enablement systems are designed for salespeople. “Be Inspired!” systems give them what they need, when they need it, on all devices and wherever they currently are, at the pace of technology.

Interested in more details? Join me for my session at the Qvidian Connect Conference, March 24, 3:15pm in San Antonio, TX.