Type to search


6 Ways to Compress Sales Client Onboarding

Avatar photo

Chris Dohl
CEO The Alias Group

It is understandable that many companies are skeptical when engaging a new relationship for outsourced inside sales. Management naturally assumes that all their years of industry experience and product familiarity cannot be transferred over to a new person very quickly.

Sales strategy on boardingI often think about how NFL players are able to adapt quickly to new teams after a trade. After all, every team has its own systems and playbooks. And those playbooks can be ginormous! So how do they do it? I’m guessing it’s a combination of raw talent and compressed onboarding.

Managers worried about onboarding new talent are right, of course, in one respect: There’s no substitute for experience. But they are wrong in another, more important respect: Experience is not as important as they think.

That’s why it’s possible to compress outsourced inside sales staff onboarding so much that a fresh salesperson can hit the ground running in 10 business days and start logging “quality calls” on the first day of calling. A quality call is a call that creates a genuine connection and exchanges useful information. And yes, quality calls can start happening that fast. To that end, here are six ways to speed up onboarding for companies contacting outsourced inside sales.

  1. Be Open to Sharing

At The Alias Group, our compressed onboarding process includes three intensive 2-hour sessions where we keep the discussions wide open and rolling. There can be a lot to learn, but we can eliminate many of the barriers to success when clients are open to sharing what they know. 

  1. Transfer Specific Knowledge

What are the critical benefits of your product or service? What are the key talking points that a salesperson should stress? What are the current buzzwords? Tell your new salespeople the hurdles that you’re trying to overcome. Tell them what works; tell them what hasn’t worked.

  1. Define Success

Outline your level of expectations for the processes you are investing in. However, don’t become too fixated on hard sales numbers or targets for qualified leads. Even if those don’t ramp up immediately, the right processes always deliver valuable market intelligence.

  1. Create New CRM Fields

Customer relationship management systems (CRMs) are powerful tools that are almost always underutilized by the companies that invest in them. A CRM’s usefulness increases dramatically when companies take control of their CRM, customize its features, and define new fields.

  1. Use Call Scripts

As it turns out, practice actually doesmake perfect. Good call scripts create “jumping off” points that lead to more substantive conversations. We call substantive conversations “quality calls” because they are establishing a relationship while also delivering market intelligence.

  1. Segment Industries

Separate your target demographics into more narrowly defined industries. Define the differences in the messages that you will be conveying to each segment. Then you can discover the pain points of each segment and better target your efforts.

And, to reiterate, always be open to sharing and learning. Onboarding should be a two-way street and a collaborative process. Laying a foundation of sharing and trust allows new salespeople to hit the ground running at full speed. Then, when they really hit their stride, they will be able to adapt because the processes will return market intelligence, which in turn directs new sales strategies.

Chris Dohl is CEO of The Alias Group, an integrated sales and marketing agency located in Newark, DE. Alias is process-driven, delivering a proven sales and marketing model that has spurred business growth in a wide range of industries. The company scales up businesses with great efficiency by promoting a collaborative philosophy of “No one grows alone.”

Before The Alias Group, Chris was a Manufacturing Leader in the Electronic and Industrial divisions at W.L. Gore & Associates. He earned his bachelor’s degree in Operations Management from the University of Delaware.

Chris’s passion is his family, and he enjoys running his daughter and two sons to a variety of sporting events. On the rare breaks from business and family time, Chris enjoys golfing at his home course, Hartefeld National, and playing poker with his buddies.

Get the free DBT email newsletter  

Follow the people, companies and issues that matter most to business in Delaware.

Avatar photo
Chris Dohl

Chris Dohl is the Vice President of Sales at The Alias Group and uses his operations experience driving improvement in manufacturing processes to streamline the sales process. The goal of The Alias Group is to create unique sales and marketing processes to drive customers’ growth in a wide range of industries.

  • 1

You Might also Like

Leave a Comment

Your email address will not be published. Required fields are marked *

Premier Digital Partners

© 2024 Delaware Business Times

Flash Sale! Subscribe to Delaware Business Times and save 50%.

Limited time offer. New subscribers only.

Limited time offer. New subscribers only.


Subscribe to Delaware Business Times and save 50%