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THE HIDDEN VALUE OF B2B WEBINARS: CONTENT RIPE FOR RE-PURPOSING

By Insights, Strategy
A webinar is exactly what will resonate with your target audience. Now, make sure you get the most out of it, by multiplying the use of the content through social media, blog posts, and broader network usage.

Putting together a webinar or other online event is a big job. So it’s understandable that you want to make sure your hard work really pays off in leads, sales, and engagement. Good news: Webinars were chosen by B2B marketers as last year’s most effective content distribution channel (a two-way tie with in-person events). They really do work! 

We can’t help but wonder if marketers are making the most of those webinars. 37% of B2B marketers say they struggle to repurpose content. Reusable content is the hidden advantage of webinars. If you’re not making the most of it, you’re simply not getting the most bang for your webinar buck.

Planning ahead when repurposing webinar content 

Here’s what our team considers as we build future reuse into every stage of a webinar plan. 

Ready to tap our team’s expertise?

Submit this form to schedule a consultation, or contact Don Poe directly at 303-449-6086.

    Visuals

    Keep reuse in mind when designing the presentation. It’s far easier to design shareable versions of diagrams, statistics, and other visuals during the webinar creation phase instead of afterward.

    Outline

    Pinpoint the messages you want to emphasize in your marketing and sales communications. Can you build your webinar outline around them? Webinars with a structured format and clearly defined sections are easiest to re-purpose. 

    PRO TIP: A tight outline helps ensure that everything you want to cover gets covered.

    Create a breakpoint for each section. Ideally, each topic can then be extracted into a shorter video and/or audio track that can be reused as a lead magnet, distributed on social media, and other areas to reuse the material. 

    Script/Speaker notes 

    Provide pre-written lines that the host and other speakers will use to: 

    • Describe key visuals used on screen 
    • Set up each transition by announcing the new topic or direction 
    • Repeat audience questions before providing a response   

    This kind of strategic hosting sets you up for success for smoother video or audio-only reuse. 

    PRO TIP: Providing verbal descriptions and transition support helps all participants track the structure of the webinar and retain what they’ve learned. Plus, it’s especially helpful for visually impaired and neurodivergent attendees, and auditory learners.

    Registration

    During the sign-up process, let attendees know that the webinar will be recorded and transcribed for future use. Some people may prefer anonymity, so it’s good to provide an option for “anonymize my name/face.”

    PRO TIP: Major webinar platforms such as Webex, Zoom, and Microsoft Teams offer real-time transcription via AI. These tools provide a solid headstart for creating blog posts, articles, and infographics on key topics.

    Extend your network

    You’ve got a win-win situation on your hands when experts from outside of your company join in on the conversation. If you have a subject matter expert (SME), key opinion leader (KOL), a client providing a case study, or any other outside guests, now’s the opportunity to expand the reach of your message. 

    These KOLs and SMEs have their own networks that you can tap to improve webinar attendance and engagement. Prior to the webinar, create marketing materials (e.g. social media posts, blog posts, email announcements) for external contributors so they can connect with their networks in advance. 

    After the webinar, create video clips, social media and blog posts for your guest to post. This is one more opportunity to reach a wider audience with your materials. 

    Every guest will love having ready-to-go content. You’ve taken a burden off of them and they will love to re-use your material.

    Repurpose webinar content for the biggest ROI

    After the webinar, careful planning can really pay off, with repurposable content in video, written, static visuals, audio and bundled formats. 

    Video

    Edit the webinar video into smaller clips. Each section offers content you can repurpose into on-demand mini-webinars, YouTube or Vimeo videos, social media assets, website or landing page content, and more. 

    Edit and polish each segment for maximum engagement, even if you plan to offer the full webinar video as an on-demand experience. Look for opportunities to capitalize on the unexpected. Were there any particularly interesting questions? Did someone’s cat interrupt? (Blooper video, anyone?) Smaller “chunks” of video content from your webinar can become compelling (or simply humorous) assets for a social media post or event recap.

    Static visuals

    Remember those shareable visuals we designed during planning? Now’s the time to use them in social media posts, infographics, web content, and more. 

    Written assets

    Start with the transcript and slides. Edit and format them into an eBook for your next content marketing campaign. Send a copy to participants in a follow-up email and use that opportunity to continue the connection. Or consider a blog post highlighting key takeaways or exploring related topics (with a link to the on-demand webinar for those who couldn’t attend).

    Audio

    It’s easy to extract the audio from your webinar video and then use it to create a podcast episode (or two). Leverage bite-sized audio clips over animation to create all-new video content. 

    Bundled content

    Boost your sales team’s toolbox and help them nurture leads by packaging up that on-demand webinar with helpful supplemental resources. 

    Webinar development and support made easy

    Our experienced team of strategists and content creators can help you develop the perfect plan, create a visually exciting webinar, execute it seamlessly, and then repurpose it into a range of valuable assets.  

    Like all of our work, we approach webinars with a healthy dose of curiosity and enthusiasm. How can we make your content perform better? How can we craft the most engaging experience for live attendees and an on-demand experience? How can animation bring complex content to life? The possibilities are endless, and we can’t wait to get started. 

    Ready to elevate your messaging strategy?

    Submit this form to get started, or contact Don Poe directly at 303-449-6086.

      Strategy and Messaging: The dynamic duo for engaging B2B communications

      By Insights, Strategy
      A messaging strategy is the starting point for effective communication in a company. It forms the basis for branding and campaigns, and equips teams with clear direction. Developing a messaging strategy is often the first stop on the communications development journey. Without it, you may be missing the best opportunity to arm your teams for success.

      Why is message strategy important?

      There you are. In a typical meeting on a typical day and the team decides they need a brochure. A video. A social campaign. Some kind of tactic to solve a short-term problem. It can be hard to resist diving right in at that moment. Instead, it’s wise to take a step back to determine your messaging strategy. The benefits of a strategic approach can provide value that will help with that all-important tactic AND all the tactics that will follow. 

      Ready to elevate your messaging strategy?

      Submit this form to get started, or contact Don Poe directly at 303-449-6086.

        Top five reasons why a messaging strategy drives B2B success

        Align your organization

        When everyone sings from the same songbook, the story, message, and call to action are crystal clear. By providing the guiding principles, templates, and approved messaging to cross-functional teams (Sales and marketing teams—we’re looking at you!), you make it super easy for them to integrate it across all customer touchpoints. That’s music to everyone’s ears.

        Resonate with target audiences

        The more you know about your target audience’s needs, pain points, goals, and buying journeys, the more likely you are to capture their interest. Start with deep research. Then, use that insight to craft a truly compelling value proposition that clearly differentiates your position in the market. 

        PRO TIP: Be open to seeing your target audience with fresh eyes. They may look different today than how you viewed them in the past.

        What’s your “Why?” Learn how to take a customer-centric approach to messaging. 

        Drive desired outcomes

        Clear and consistent messaging focused on your core value propositions reduces friction in the buyer’s journey. Now, you can seamlessly engage from awareness to purchase through a strategic narrative tailored to their needs. Just watch those conversion rates soar.

        PRO TIP: Learn about the importance of a Key Messaging Guide.

        Build your credibility

        Dial in your messaging so that it rings loud and clear across all your communications. Not only does this strengthen your position in the market, but it also carves out your thought leadership space and nurtures long-term partnerships.

        Measure and evolve

        Your messaging is not a one-and-done exercise. A documented strategy allows you to set benchmarks, measure impact, and continuously optimize it for better results.

        By developing and adhering to a comprehensive messaging strategy that puts the customer first, B2B companies can ensure that all communications are focused, compelling, and aligned with their goals, ultimately driving better marketing ROI and business growth. 

        Let’s talk

        See how our experienced team of messaging strategists can elevate your marketing strategy and messaging.

        Ready to elevate your messaging strategy?

        Submit this form to get started, or contact Don Poe directly at 303-449-6086.

          Custom AI solutions for real-world challenges: AI Contract Builder

          By Artificial Intelligence, Insights

          Ready to boost your staff’s efficiency building contracts?
          Our AI contract builder can save as much as 50% of their time.

          Challenge:
          Streamlining complex documentation

          Right from the beginning of your sales process, an AI-based tool can make an impact. Creating detailed, accurate Statements of Work (SOWs) and contracts is a time-consuming process that often bottlenecks project initiation. We faced this challenge ourselves and realized many of our clients struggle with similar documentation issues.

          AI contract builder

          Want to make contract writing a breeze?

          Submit this form to get started, or contact Don Poe directly at 303-449-6086.

            Solution:
            The AI Contract Builder

            To address this challenge, we developed the AI Contract Builder, a custom-built AI tool designed specifically for writing complex business documents. Here’s how we approached the problem:

            In-house development

            Our team of project managers, developers, and designers collaborated to create a solution tailored to our real-world needs. We examined our needs, designed wireframes and design comps, and ensured our team was aligned on the goal and vision.

            AI integration

            We leveraged the power of ChatGPT 4.o’s API, integrating it into a secure, custom application.

            Knowledge base integration

            The system learns from our extensive library of previous SOWs, ensuring consistency and best practices.

            User-friendly interface

            We created intuitive interfaces that guide users through the process, eliminating the need for complex AI prompt engineering.

            Human oversight

            While AI drafts the initial document, our experts review and refine each output, ensuring quality and nuance.

            Data security

            We have a special agreement with OpenAI, called a Business Associate Agreement (BAA) that ensures our data is secure and not shared externally with anyone.

            Results:
            Efficiency, consistency, and innovation

            The AI Contract Builder has revolutionized our SOW creation process, dramatically reducing time-to-draft by up to 50% while maintaining high quality. But the true power of this case study lies in its broader implications for business process improvement.

            Leveraging AI for your organization

            Let’s take a detailed look at how you can put the AI Contract Builder to work:

            1. Input gathering
            • Users begin by inputting the creative brief and call notes from client meetings into the AI SOW Builder.
            • Other routine information, like project type and budget, is entered via user-friendly pull-down menus and text entry fields, ensuring all necessary details are captured.
            2. Template selection
            • Users select the appropriate SOW template from a pre-defined list of uploaded client templates, plus a standard People Productions template.
            3. Knowledge base integration
            • The AI taps into a comprehensive knowledge base of previously used contracts, drawing on best practices and successful terminology from similar past projects.
            4. AI-Powered draft generation
            • Leveraging the input information, selected template, and knowledge base, the AI tool generates a first draft of the contract.
            5. Section-by-section review and refinement
            • The draft is presented in editable text boxes, divided into sections (project overview, deliverables, assumptions, etc.).
            • Users can either type directly in the field, or using integrated chat and AI tools, have the AI system make modifications and updates as needed.
            • This iterative process allows for fine-tuning of language, terms, and details to perfectly match project requirements. And yes, there is a ‘history’ feature to see the different versions of the output for each section so that users can select the most accurate language for the SOW.
            6. Automated formatting and document creation
            • With a single click, the system generates a new Google Document.
            • The finalized content is automatically formatted according to standard templates, including proper fonts, tables, and even signature lines.
            • This ensures a professional, consistent look across all contracts without manual formatting work.
            7. Final review and AI-assisted polishing
            • Once users are satisfied with the content, they can initiate a final review of the entire document. AI suggests additional updates and refinements, ensuring consistency, clarity, and completeness across the document.

            This streamlined process dramatically reduces the time and effort required to create complex SOWs and contracts. By automating routine aspects and providing AI-assisted refinement tools, we can cut SOW writing time down by more than 50% and free up our staff to focus on the strategic and creative elements that truly add value to client projects.

            AI can solve your challenges

            The methodology we used to develop the AI Contract Builder can be applied to a wide range of business problems. Here’s how we can help you leverage AI to solve your specific challenges:

            Problem identification

            We work closely with you to identify processes that are time-consuming, prone to error, or lacking consistency.

            Custom solution design

            Our team designs solutions, using AI or other methods, tailored to your specific needs, integrating with your existing systems and workflows.

            Security and compliance

            We prioritize data security, ensuring all AI solutions comply with industry regulations. Our agreements and methods ensure your data is safe.

            Seamless integration

            Our AI tools are designed to work within your familiar environments, such as Google Workspace or Microsoft Office.

            Continuous improvement

            Like our AI Contract Builder, your custom solution can learn and improve over time, adapting to your evolving needs.

            Our approach to AI makes it easy for your team to use AI without becoming experts in it. With our help, you can discover the time savings, efficiency, and insightful approaches AI can bring to your team.

            AI’s potential across your organization

            While our case study focuses on document creation, the potential applications of custom AI solutions are vast. Consider how it could impact your various stakeholders.

            Finger touching a computer with data checkboxes appearing
            Sales reps:

            Automate updating existing content, or listen to meetings and suggest relevant collateral to share

            Customer service:

            AI-powered chatbots that learn from your best service interactions

            Data analysts:

            Custom AI tools that sift through vast amounts of data to provide actionable insights

            Product development:

            AI applications that analyze market trends and customer feedback to guide innovation

            HR:

            AI-assisted recruitment and employee onboarding and training tools

            Ready to innovate?

            The AI Contract Builder is just one example of how we’re maximizing the potential of AI. We’re excited to bring this same innovative approach to your unique business challenges.

            Are you ready to explore how custom AI solutions can transform your operations? Let’s talk about your business needs and how we can leverage AI to drive efficiency, consistency, and innovation across your organization.

            With People Productions as your partner, you’re not just adopting new technology – you’re gaining a collaborator with hands-on experience who can help you navigate the AI landscape and apply it meaningfully to solve your most pressing business challenges.

            AI Mania

            Engaging B2B Sales Through Interactive Brochures

            By Insights, Sales Enablement

            No two sales calls are alike. No two customers have the same needs.

            Not only do your sales reps need to be nimble with the right information at the right time, they have to connect in an ever-increasing “noisy” space with dwindling attention spans. That 70-slide presentation deck just isn’t going to cut it anymore. Reps need innovative, engaging tools to drive conversions and quickly get to the heart of what matters for each customer. Enter interactive brochures. These dynamic, digital tools are transforming the way businesses showcase their products and services, offering a more engaging and memorable experience for potential customers.

            What are interactive brochures?

            Interactive brochures, also known as HTML5 apps or single-page applications, are digital sales tools that go beyond static content. They allow customers to interact with your products, services, and expertise in a way that traditional materials simply can’t match. Put these tools where your reps can use them most, from your website to embedded in a sales enablement platform or even working as standalone apps. Best of all – these work offline, your reps will never be left searching for a wifi signal mid-meeting. They’re always good to go.

            If you can imagine it. It can probably come to life in an interactive brochure. Here are just a few features they can include:

            • Persona-based selling
            • 3D product spinners
            • Technology explainers
            • Interactive diagrams
            • ROI calculators
            • Just-in-time training
            • Gamified elements
            • Embedded videos
            • Dynamic pop-ups

            Persona-based selling

            Interactive brochures can cater to multiple buyer personas, allowing for a more targeted and effective sales approach. By incorporating persona-based elements, these digital tools can automatically adjust their content, language, and focus to match the specific needs, pain points, and interests of various decision-makers within an organization.

            For instance, when a CFO uses the brochure, it might emphasize ROI calculations and long-term cost benefits. For a CTO, the same brochure could highlight technical specifications and integration capabilities. And, a technician can view more information about how to integrate your product into their workflow.

            Enhanced engagement

            Sales calls take on a whole new life when captivating your audience happens in just a few clicks. Instead of passively flipping through pages or sitting through a linear presentation, potential clients can actively explore your offerings and dig into the content that is most relevant to them. This hands-on approach taps into adult learning theory, making your message more memorable and impactful. Your customers have touched the information and set their own journey to explore your approved messaging

            Flexible throughout the buyer’s journey

            Interactive brochures are versatile tools that can be effectively used at various stages of the buyer’s journey:

            Early stage

            Use 3D product spinners, technology explainers or case studies to introduce your offerings and spark interest.

            Late stage

            Utilize detailed product comparisons or configuration tools to facilitate decision-making.

            Middle stage

            Employ ROI calculators to demonstrate value and overcome objections.

            Post-sale

            Implement interactive user guides or best practice showcases to support customer success and encourage loyalty.

            Personalized experience

            Unlike one-size-fits-all presentations, interactive brochures allow for non-linear conversations. Sales representatives can quickly navigate to the most relevant information based on a client’s specific interests or questions, creating a tailored experience that resonates with each prospect.

            Data collection and insights

            If only you knew what content your customers were clicking on and spending more time with. Now you can. Interactive brochures can capture valuable user interaction data. This can provide insights into which features or products are generating the most interest, and help sales and marketing teams refine their strategies and messaging.

            Seamless integration with sales enablement platforms

            Interactive brochures can be easily integrated with popular sales enablement platforms like Showpad and others. These types of apps can also be embedded right on your website. This integration allows for:

            Easy distribution to sales teams
            Detailed usage analytics
            Offline functionality for on-the-go presentations
            Flexibility to update content any time

            Continuous improvement

            The digital nature of interactive brochures allows for easy updates and iterations. Based on user feedback and analytics, you can continually refine and improve your sales tools to maximize their effectiveness. No need to waste money on printing costs.

            Dynamically dig deeper

            Interactive brochures excel at presenting information in layers, allowing users to dive deeper into topics that interest them without overwhelming them with details upfront. This feature enables sales representatives to keep their initial presentation concise while still having all the necessary information at their fingertips.

            For example, a main product feature might be presented with a brief description and an icon or button that, when clicked, reveals more detailed specifications, case studies, or comparative data. This approach allows for a cleaner, more engaging primary interface while still providing comprehensive information for those who want it.

            Taking this idea to the next level–every page of your interactive brochure can offer extra marketing assets (or none at all!) to share with your client. For instance, on a ‘how your product works’ page, you can link to case study videos that showcase how others have successfully used your product. On a ‘software support’ page, a PDF can detail the various support levels your company offers.

            Real-world applications

            Let’s explore some practical applications of interactive brochures in B2B sales.

            Product Demonstrations

            A 3D product spinner allows clients to explore complex machinery or otherwise unviewable features from all angles, zooming in on details or components.

            Competitive Comparisons

            An interactive table or chart can dynamically highlight your product’s advantages over competitors based on the features most important to each prospect

            Product Selector Tools:

            For businesses offering configurable products, an interactive brochure can allow clients to build and visualize their ideal solution in real-time. Or, use a series of questions to offer up the right product from your portfolio.

            Value Proposition

            An interactive ROI calculator helps prospects understand the tangible benefits of your solution, inputting their own data for personalized results.

            Technology Demo

            For companies selling complex software or services, an interactive diagram can break down intricate processes into easily digestible steps. This allows the customer to understand how your product works, building trust in your solution.

            Integrated learning and presentation

            Interactive brochures offer a powerful dual functionality, serving not only as client presentation tools but also as comprehensive eLearning tools. This feature transforms these digital assets into invaluable resources for on-the-go training and support for sales representatives. By having this information readily available within the presentation tool, reps can quickly refresh their knowledge–the training and presentation is like muscle memory by using the same tool to train and present.

            One of the most valuable features for sales teams is the inclusion of contextual talk tracks. These suggested scripts or talking points correspond to specific sections of the brochure, providing guidance on explaining complex features, addressing common objections, and highlighting key value propositions. Our team is skilled at writing this messaging, and getting this messaging approved by your regulatory process.

            Benefits of Combined Training and Presentation Tools

            Accelerated onboarding

            New reps learn about products and presentation strategies while actively using the tools in the field.

            Continuous learning

            Easy access to the latest product information and sales strategies benefits even experienced reps.

            Consistent messaging

            Standardized talk tracks ensure brand messages and key selling points are communicated uniformly across all customer interactions.

            Top 5 tips for successful interactive brochures

            Integrating interactive brochures into your sales process takes planning and collaboration.

            1. Identify pain points

            Analyze your current sales process to determine where interactive elements could have the most impact. We can help brainstorm the solution – just tell us the problem you want help with.

            2. Start small

            Begin with one or two key interactive features and expand based on success and feedback. We find working in phases and building onto an app is more efficient than building the Taj Mahal right from the start.

            3. Train your team

            Ensure your sales representatives are comfortable using and leveraging these new tools effectively. We call this ‘Cultivation.’ It is not enough to plant the seed with new tools, you also have to fertilize and water the plants, as with an app. Providing training on WHY the tools help is even more important than showing them how to use them. We help with all aspects of this cultivation (i.e., training!)

            4. Gather feedback

            Regularly collect input from both your sales team and clients to continually refine your interactive brochures. We can lead this analysis, and look for ways to improve your close rate.

            5. Maximize usage

            Find new ways to use the sales tool. For instance, can a robust sales tool have a section extracted and placed on your website? Put a new front page on the app so it can be used at a trade show. Show the 3D spinner on social media, put the product selector on your blog.

            Meet the Future of B2B Sales

            As digital transformation continues to reshape B2B sales, interactive brochures will become an essential tool in every sales representative’s arsenal. By providing an engaging, personalized, and data-driven approach to product presentation, these dynamic tools are helping businesses stand out in crowded markets and connect more effectively with modern buyers.

            In an era where buyer attention is at a premium, interactive brochures offer a compelling way to showcase your products, demonstrate value, and ultimately drive more successful sales conversations. As you look to elevate your sales enablement strategy, consider how interactive brochures can transform your approach and give your team the edge in today’s competitive B2B landscape. Connect with our experienced team to see how we can help your sales reps be successful.

            Ready to power up your sales process?

            Submit this form to schedule a consultation, or contact Don Poe directly at 303-449-6086.

              Harnessing the power of AI with intention

              By Insights
              AI Mania

              Harnessing the power of AI with intention

              And just like that, it’s AI-mania.

              Technology has the power to impact all of us in profound ways. From the internet to smartphones to virtual reality, we’ve seen significant advances over the years. At first, they seem like trendy toys. Then the lightbulb goes on, and the potential becomes apparent. In this way, the introduction of AI seems all too familiar. And if the past has taught us anything, it’s that mastering that potential early on can be critical.

              As a creative agency with over 40 years under our belt, we are well-versed in the adoption of creative tools. Technology is our friend, and we’ve happily welcomed advances to help us bring stories to life, translate complex ideas, and enable sales teams to be successful. AI may be coming in hot, but let’s keep things in perspective. At its core, it’s a tool (albeit a powerful one) that we are dedicated to continuously exploring, training, and wielding to help our team (and our creative output for you) be more efficient and creative – just like technology has done for us in the past.

              “We believe that AI can be a tool to enhance human creativity and productivity, not replace it.”

              We welcome these AI tools and their ability to reduce the tedious and repetitive work in the creative process so that we can use that newfound time and bandwidth to focus on the creative work that we humans do so well. The work we create, as it always has, is original, verified and ownable.

              Our core principles

              search

              We believe it’s important to be transparent about how we use AI.

              We don’t feed proprietary information of any kind to public AI tools.

              AI Mania

              We use AI tools to conduct research, and generate content, images and ideas that serve as a starting point for an intentional creative development process.

              The happy humans on our teams maintain oversight over all our work, which includes any AI-generated content.

              Quality

              We review, edit, and approve all content to meet high-quality standards.

              We verify the accuracy of all content.

              data

              We protect client data by following established guidelines for secure data handling.

              How can we help you use AI?

              You feel there may be ways AI can help your team, and you can be sure your competitors are using AI, too. Our strategy and creative teams, along with our US-based developers, can create apps that will empower your team using these new AI tools in safe, standardized ways. Your team doesn’t have to be filled with AI experts. We handle that. We have created many AI apps that make it easy for anyone to use AI. Your team reaps the benefits of what AI can bring to creativity and process efficiency.

              Never stop learning

              AI’s moving fast. Blink, and another new AI tool has likely landed on your radar. Once you’ve dived into the AI pool, there is no going back, which is why we dedicate ongoing efforts to the discovery, testing and integration of these new tools. Just as we stay up to date on new creative software and development tools, we take the same approach toward continuous training and development of our AI skills and know-how.

              With all this “newness” we can’t help but be struck by how much of our experience and expertise goes into our AI adoption. In so many ways, we approach this new technology the way we always have – with enthusiasm, moderation, and an eye toward excellence.

              Ready to tap our team’s expertise?

              Submit this form to schedule a consultation, or contact Don Poe directly at 303-449-6086.

                Power up your sales team with an interactive sales playbook

                By Insights, Sales Enablement

                Power up your sales team with an interactive sales playbook.

                Sales teams need every advantage they can get. To keep reps nimble, one of the most powerful tools in a sales organization’s arsenal is the everything-in-one-place sales playbook. Why are playbooks necessary, and how can modern technology amplify their effectiveness? Let’s  explore how they can transform your sales team’s success.

                Get everyone on the same page

                How many times have you heard a sales rep say, “I have my own way of selling.” Style is one thing. But content and your company’s product messaging are another. It’s important that all of your sales team starts from the same foundation. That makes sales playbooks essential to ensure:

                • Consistency – All sales representatives should be aligned with the company’s messaging, product knowledge, and best practices.
                • Efficiency – Playbooks streamline the sales process, allowing reps to focus on selling rather than searching for information.
                • Scalability – As companies grow, playbooks help maintain quality and consistency across expanding sales teams.
                • Adaptability – Well-designed playbooks can be quickly updated to reflect market changes, new products, or competitive shifts.
                • Performance – By providing a framework for success, playbooks help both new and experienced reps improve their performance.

                The interactive app revolution in sales training

                Traditional static playbooks are being replaced by interactive apps, bringing numerous benefits to sales training:

                One playbook. Two modes.

                Modern playbook apps can support the sales reps before and during the sale with two modes:

                Training mode

                Allows reps to familiarize themselves with content, messaging, and strategies in a risk-free environment.

                Presentation mode

                Provides a clean, professional interface for client-facing interactions.

                This dual functionality ensures that reps are well-prepared before engaging with prospects and can present information effectively during meetings.

                Persona-based learning

                Interactive playbooks excel at educating reps on different buyer personas.

                Demographic personas

                These are based on attributes such as age, gender, job title, industry, company size, and location. For example, a “CTO of a mid-sized healthcare company” or a “millennial marketing manager in a tech startup.”

                Psychographic personas

                These delve deeper into the psychological characteristics of buyers, including their values, interests, attitudes, and lifestyle choices. For instance, an “innovation-driven, early-adopter” or a “risk-averse, process-oriented decision-maker.”

                With these comprehensive personas in mind, interactive playbooks offer several advantages:

                • Reps can explore messaging tailored to specific roles, industries, or psychographic profiles. For example, the language used for a tech-savvy startup founder might differ significantly from that used for a traditional corporate executive.
                • The app can highlight motivating factors and pain points/solutions for each persona. A cost-conscious small business owner might be more interested in ROI and affordability, while an enterprise-level decision-maker might prioritize scalability and integration capabilities.
                • Content is organized and easily accessible based on the prospect’s profile. This might include case studies from similar industries for demographic matches, or white papers providing clinical data for psychographic matches.
                • Interactive elements can guide reps through different conversation paths based on the persona, helping them ask the right questions and provide the most relevant information.

                This persona-based approach allows reps to guide conversations more effectively, addressing the unique needs and concerns of each potential client. By understanding both the demographic and psychographic aspects of their prospects, sales representatives can create more personalized and impactful interactions, increasing the likelihood of successful outcomes.

                Competitive intelligence at your fingertips

                In a competitive market, having the latest insight into your competition can be critical to making the sale. Interactive playbooks can provide:

                • Quick access to competitive comparisons
                • Prepared responses to common objections
                • Up-to-date market intelligence

                Reps can confidently handle tough questions and position their offerings effectively against competitors.

                Leveraging playbooks within sales enablement platforms

                While interactive playbooks are powerful on their own, integrating them with a comprehensive sales enablement platform amplifies their impact. Sales enablement platforms serve as a central repository for all sales content. The playbook can then easily access and utilize approved and updated marketing material. By making everything centralized, you create a single source of truth for all your reps. 

                Content tracking and analytics

                How do you know if anyone is using the playbook? Modern platforms provide insights into content usage and effectiveness.

                • Track which materials are being used most frequently
                • Analyze which content correlates with successful deals
                • Identify gaps in the content library

                These analytics help sales and marketing teams continuously refine their strategies and materials.

                Seamless distribution, updates, and version control

                As products evolve and market conditions change, sales enablement platforms make it easy to:

                • Ensure security and data protection
                • Push updates to all users simultaneously
                • Ensure outdated content is archived or removed
                • Maintain version control across the organization

                This agility keeps the entire sales team aligned and up-to-date with minimal effort.

                Accelerate onboarding

                For companies experiencing rapid growth, onboarding new sales reps quickly is crucial. Interactive playbooks shine in this area:

                Self-paced learning – New hires can explore the playbook at their own pace, focusing on areas where they need the most development.

                Simulation capabilities – Some advanced playbooks include role-playing scenarios, allowing reps to practice their pitches in a safe environment.

                Best practices showcase – Interactive playbooks can feature recorded sales calls or presentations from top performers, allowing new reps to learn from the best in the organization.

                Just-in-time learning – Reps can quickly access relevant information or refreshers right before client meetings, boosting confidence and preparedness.

                Gamification elements – Incorporating gamification, such as points, badges, or leaderboards, can increase engagement and motivation during the onboarding process.

                By providing a comprehensive, interactive learning tool, companies can significantly reduce the time it takes for new reps to become productive members of the team.

                Enhancing client interactions

                Interactive playbooks don’t just benefit the sales team internally, they also improve the quality of client interaction.

                Polished, branded client presentations 

                In presentation mode, playbooks offer a polished, professional interface:

                • Persona names and internal notes are hidden
                • The focus is on client-relevant information and visuals
                • Navigation is intuitive, allowing for smooth transitions between topics

                ‘Shopping cart’ for assets

                Many interactive playbooks include a feature for collecting and sending relevant content to clients.

                • Reps can add documents, videos, or other assets to a virtual ‘cart’ during the meeting
                • At the end of the presentation, selected materials can be instantly shared with the prospect
                • This ensures that follow-up materials are sent promptly and accurately

                Content tracking

                Beyond just sharing content, advanced playbooks can track client engagement.

                • See which shared materials the prospect has viewed
                • Understand the time spent on each document
                • Guide follow-up conversations and tailor future interactions

                Align with established sales methodologies

                One of the key strengths of interactive sales playbooks is their ability to seamlessly integrate with and reinforce various established sales methodologies, such as Sandler, SPIN, Challenger, and others. A well-designed playbook can be tailored to support and enhance these methodologies.

                Consistent application

                Ensures all team members are applying the chosen methodology correctly and consistently.

                Reinforced learning

                Provides ongoing reinforcement of methodology principles, enhancing retention and application.

                Adaptability

                Allows for easy updates as methodologies evolve or as the organization refines its approach.

                Measurable results

                Enables tracking of methodology adoption and its impact on sales performance.

                Customization

                Allows organizations to blend elements from different methodologies to create a unique, tailored approach.

                Let’s explore how playbooks can be customized for some popular sales approaches.

                Sandler Selling System

                Interactive playbooks can be structured to guide reps through the Sandler Selling System’s seven-step process:

                • Incorporate role-playing scenarios for building rapport and setting expectations (Bonding and Rapport stage)
                • Provide question templates to uncover pain points (Pain stage)
                • Offer scripts and strategies for discussing budget (Budget stage)
                • Include decision-making process analysis tools (Decision stage)

                SPIN Selling

                For organizations using SPIN Selling, playbooks can:

                • Offer a database of Situation, Problem, Implication, and Need-payoff questions
                • Provide interactive exercises to practice transitioning between question types
                • Include case studies demonstrating successful SPIN conversations

                Challenger Sales

                Playbooks aligned with the Challenger sales method might:

                • Offer modules on developing and delivering insights to prospects
                • Provide tools for tailoring the sales message to different stakeholders
                • Include exercises on constructive tension and reframing customer thinking

                Solution Selling

                 

                For teams using Solution Selling, playbooks can:

                • Guide reps through the process of defining pain points and desired outcomes
                • Offer templates for creating comprehensive solution maps
                • Provide strategies for involving decision-makers early in the process

                Force Management

                Playbooks supporting the Force Management methodology might:

                • Include tools for conducting thorough discovery sessions
                • Offer frameworks for articulating value propositions
                • Provide guidance on negotiation strategies and closing techniques

                By aligning interactive playbooks with established sales methodologies, organizations can ensure that their chosen approach is not just taught in training sessions, but actively supported and reinforced in day-to-day sales activities. This integration helps transform theoretical knowledge into practical skills, ultimately leading to more effective sales conversations and improved results.

                Playbooks: Ready for modernization

                Interactive sales playbooks, especially when integrated with robust sales enablement platforms, are revolutionizing how sales teams prepare, present, and perform. By providing consistent messaging, persona-based guidance, competitive intelligence, and seamless content management, these tools are becoming indispensable in the modern sales landscape.

                As companies continue to grow and markets evolve, the ability to quickly train new reps, adapt to changing conditions, and deliver personalized, impactful presentations will be key differentiators. Interactive playbooks are not just a trend; they’re the future of sales enablement, empowering teams to sell smarter, faster, and more effectively than ever before.

                Ready to get started on your sales playbook? Complete the form to share your ideas with our team!

                Ready to power up your sales team?

                Submit this form to schedule a consultation, or contact Don Poe directly at 303-449-6086.

                  Calculate this. The Power of ROI Calculators

                  By Insights, Sales Enablement

                  “Let’s run the numbers.” We’ve all heard this phrase. Understanding the numbers is critical to making the sale. Now, what if we helped sales reps bring that ROI to life right in the sales call?

                  Sales teams constantly seek innovative tools to stay ahead of competitors and differentiate their solutions. Return on Investment (ROI) calculator apps can be a game-changer in the sales process, simplifying complex financial spreadsheets and empowering reps to be more nimble during client discussions. Let’s see how an ROI app can make your team more successful.

                  Upgrading the classic ROI calculator

                  ROI apps have been around for years. Now, our team has improved on the tried-and-true Excel ROI calculator and added even more capabilities. We specialize in taking all the data and algorithms buried in intricate spreadsheets and using them to create nimble, easy-to-use tools for your sales team.

                  Key Improvements:

                  Intuitive Interface
                  We hide all the backend calculations and present a clean, intuitive interface. This allows sales reps to focus on gathering customer information without getting bogged down in complex formulas or clicking through tons of spreadsheet cells and tabs.

                  AI Mania

                  Streamlined Data Collection
                  The web app can be designed to guide sales reps through a series of simple questions or data entry fields, making it easy to collect all necessary information from the customer.

                  data

                  Powerful Calculations
                  While the interface is simple, the powerful calculations from your original spreadsheet continue to work behind the scenes, ensuring accurate and comprehensive results.

                  search

                  Lead Nurturing
                  The tool collects not just calculation-related data, but also the customer’s name, contact information, and other relevant details for use throughout the sales cycle.

                  CRM Integration
                  With lead capture in place, we can set up the system to automatically push this valuable data into Salesforce or another CRM of your choice. This seamless integration ensures that no lead falls through the cracks and that your sales team has all the information they need for follow-up.

                  Mobile-Friendly Design
                  Unlike cumbersome spreadsheets, these web apps can be designed to work smoothly on various devices, including smartphones and tablets, making them truly useful in the field.

                  Easy Updates
                  Adding new products? Ready to adjust your scenario formulas? We can quickly implement these changes on the back end without disrupting the user experience for your sales team. Your team will always have the latest version.

                  By evolving from spreadsheet to web app, your team can experience a significant leap in usability and efficiency. It empowers your sales reps with a professional, easy-to-use tool that not only performs complex calculations but also integrates smoothly with your existing sales and CRM processes. The result — a more effective sales process, improved data collection, and ultimately, a higher conversion rate.

                  User-friendly design

                  Are numbers not your strong suit? No problem. Sales reps who may not have a strong technical background will find our modern ROI calculators are intuitive and easy to use. They guide users through the process step-by-step, making it easy for anyone in the sales team to generate compelling financial insights.

                  ROI calculators can now utilize graphic elements to tell a more complete financial picture… Informational ‘Did you know’ pop-ups provide insights so your customers can learn about your company and products while the information is entered.

                  Personalize reports

                  By collecting data from the customer and their business, sales reps can generate customized reports or PDFs that show potential returns based on the customer’s situation. This personalization helps your prospect see the savings and how working with your company can be a benefit.

                  Sending these personalized PDF reports directly to the customer adds another opportunity to connect with a customer. Examining this customer information demonstrates thoroughness and attention to detail, which can influence the decision-making process in favor of your product or service.

                  User-friendly design

                  ROI calculators are designed to function seamlessly on both websites and mobile devices, working on PCs, Macs, Android devices, iPhones, iPads, and anything that can display a website. This flexibility ensures that sales reps can access and utilize these tools wherever they are – whether in the office, at a client site, or at a tradeshow.

                  ROI calculators can integrate smoothly with popular sales enablement platforms, like Showpad and others. This integration allows for a more cohesive sales approach, where ROI calculations become part of a larger, comprehensive sales strategy. With our expertise in multiple sales enablement platforms, we can help you get up and running fast.

                  Empowering customer champions

                  These calculators empower internal champions with compelling, customized data that’s ready to present to their colleagues and superiors. These tools are particularly effective in late-stage conversations when the sales rep may not be present to guide discussions, but the customer champion can present your solution, including the economic ROI case, to their administrators and purchasing team. This ability to “sell” on behalf of your company, even in your absence, can be the difference between closing a deal and losing out to a competitor.

                  Impact across the buyer’s journey

                  The versatility of ROI calculators makes them valuable at multiple touchpoints throughout the customer journey, from initial interest generation to final decision-making.

                  Quality

                  Unseating a competitor: Early-stage sales

                  In competitive situations, these tools can be instrumental in unseating incumbent providers. By clearly demonstrating superior returns or cost savings, sales teams can create doubt about a customer’s existing competitive solution and open the door for your team.

                  Sealing the deal: Late-stage decision making

                  ROI calculators shine in the late stages of the buyer’s journey, often serving as the final push to a purchase decision. After a prospect is well-informed about your product’s features and benefits, an ROI calculator can provide that last compelling piece of evidence they need. The conversations where your reps have gathered information to complete the ROI calculation also help explore deeper issues to ensure your company is a good fit. By inputting the prospect’s data, you can generate a personalized projection of the returns they can expect, transforming a hesitant prospect into a confident buyer. This tangible demonstration of value addresses the crucial question: “Is this investment worth it?”

                  One of the most significant benefits of using ROI calculators at this stage is their ability to shorten the sales cycle. By presenting use cases of how other companies have saved with your product, you provide social proof and concrete examples that can expedite the decision-making process. Whether it’s addressing concerns about implementation costs, time to value, or long-term benefits, a well-designed ROI calculator can provide clear, numbers-based answers. This data-driven approach builds confidence in the investment and positions your company as a strategic partner invested in the customer’s success rather than just another vendor.

                  Ready when you are

                  Your sales team may only sometimes have a data connection at a customer site or trade show. The offline capabilities of our ROI calculators stand out as a significant advantage. Sales reps can update charts and data without an internet connection, ensuring they’re never caught off-guard without an internet connection.

                  CRM synchronization and API integration

                  The ability to save information and synchronize it with CRM systems, like Salesforce or other databases, is invaluable. This feature ensures that no insights are lost and that all relevant data is captured for future reference, analysis, and product development.

                  Without getting too technical, we use APIs to connect the data in the ROI calculator to other systems, like CRMs. This enables teams to share information and more precisely tailor your pitch with the customer. Move customers through the sales funnel faster and with greater confidence in your relationship with the prospect.

                  Interactive charts bring data to life

                  Charts do an excellent job at bringing your data to life visually, providing strong insights that resonate with clients. With modern ROI calculators, no internet connection is needed to generate these visual representations. The charts are dynamically created and included in the report that can be sent to the client.

                  Reps can simply touch the interactive charts to bring up key information. This visual representation of data through charts and graphs makes complex information easily digestible, enhancing the overall impact of the sales pitch.

                  Support your product development

                  Beyond their immediate use in sales conversations, ROI calculators serve as valuable data collection tools. The first-person information that your team gathers in the field provides direct insights into all of your customers’ needs, priorities, and financial considerations.

                  This data is gold for sales teams looking to refine their approaches and for product development teams seeking to align their offerings more closely with market demands. By analyzing trends in the information, companies can make data-driven decisions to improve their products and sales strategies continually.

                  This collected information can be used for marketing. One of our clients used the ROI data to write white papers about the direction the industry was heading, providing thought leadership content for social media and blogs.

                  ROI calculators: A must-have in your sales arsenal

                  ROI calculators have evolved into sophisticated, multi-functional assets in the modern sales enablement toolkit. Their ability to simplify complex data, provide visualization, and function across various platforms makes them indispensable for sales teams aiming to stand out in a crowded marketplace.

                  ROI calculators have evolved into sophisticated, multi-functional assets in the modern sales enablement toolkit. Their ability to simplify complex data, provide visualization, and function across various platforms makes them indispensable for sales teams aiming to stand out in a crowded marketplace.

                  From empowering non-technical users to facilitating offline work and data synchronization, these tools address many common challenges faced by today’s sales teams. The strategic applications throughout the sales cycle, coupled with a role in continuous improvement through data collection, make ROI calculators mandatory for any organization serious about elevating its sales performance.

                  As the business landscape continues to evolve, ROI calculators, with their blend of user-friendly design and powerful analytical capabilities, are perfectly positioned to meet the growing need for demonstrating clear, quantifiable value to prospects.

                  Ready to power up your sales process?

                  Submit this form to schedule a consultation, or contact Don Poe directly at 303-449-6086.

                    Powerful Messaging Part 1: This Is Your Brain on Stories

                    By Insights, Strategy, Video

                    Powerful Messaging Part 1:
                    This Is Your Brain on Stories

                    A challenging task. A scary moment. Or embarrassing experience. We’ve all had those times where, afterward, we think “At least I got a good story out of it.” But what makes a story a good story? And why are good stories important when it comes to B2B marketing?

                    Watch our video to find out.

                    Have you ever had something happen that was really, really challenging, scary, embarrassing or that was just a plain outright disaster? Then once you got past the crisis you ‘put lipstick on the pig’ by saying “well at least I got a good story out of it.” We’ve all done that… Right? Well, it turns out that there is a good reason for that.

                    Researchers at Harvard have discovered that literally one of the most important things human beings need for survival is well … a good story. In his essay collection Three Uses of the Knife, David Mamet talks about the “perfect football game.” He argues that the perfect game isn’t one where one team dominates the other, taking the lead early and never looking back. The perfect game is when both teams are evenly matched. Each takes the lead from the other throughout the game with the battle for the win determined as the final seconds on the clock run out. Tension. Drama. That’s actually what makes the perfect game. And that’s what makes a perfect story.

                    Powerful Messaging Part 2 Image

                    (Part 2 – Who’s the Hero)

                    The Harvard studies found that character-driven stories cause oxytocin synthesis and that character-driven stories with emotional content caused people to not only understand key points better, but also to recall these points even weeks later. Oxytocin, you may have heard, is one of the ‘feel-good’ chemicals that our brain produces. It’s been called the ‘love hormone.’ The amount of oxytocin produced predicted how much people were willing to take action, cooperate, or help others. It helps us feel empathy. Now another chemical is also at play when we encounter a good story – cortisol. Neuroeconomist Paul Zak found that cortisol – our ‘stress hormone’ – is released when we encounter the tense moments in a story. Since cortisol is part of our fight, flight, or freeze response it helps us focus. So when we hear a good story… cortisol helps us focus and oxytocin prompts us to feel good about the message and take action. That’s why we all like a good story and remember them.

                    Powerful Messaging Part 3 Image

                    (Part 3 – The Golden Circle)

                    Of course in order to motivate action, a good story has to also keep our attention – something that is in short supply in our overstimulated brains. Successful stories do just that. They create tension and inspire the audience.

                     

                    Check out our next blog post to learn more about what it takes to create a successful story.

                    Ready to power up your messaging? Get a free consult.

                    Call Don Poe at 303-449-6086 or email don.poe@peopleproductions.com, or fill out the form below and we’ll contact you.

                      Game on: Sales Training Meets Gamification at Medtronic

                      By Insights, Sales Enablement

                      Game on: Sales Training Meets Gamification at Medtronic

                      Compete with other users by sharing your activity stats on your fitness app. Track your pizza delivery with a colorful progress bar right on your phone. Even Uber serves up a live map tracking your driver’s path to meet up. Gamification is everywhere in today’s digital world, but it’s not just for personal use. Now it’s slated to score big in business applications.

                      It’s official — The corporate world has been ramping up its gamification IQ, especially in sales training and enablement. Our customer, Medtronic, is the largest medical device manufacturer in the world. Their salespeople need to be experts about Medtronic products to reinforce their credibility in the market. Obviously, sales training is a high priority. 

                      How often do training materials get left unopened or glossed over? You know it happens more often than anyone wants to admit. Sales trainers are looking for innovative, engaging ways to connect reps with the materials that will ultimately make them even more successful. Enter the game zone. Medtronic partnered with People Productions for a custom-built solution that played to sales reps’ competitive drive and rewarded them with perks in the process. Their goal – level up their sales teams’ engagement with training lessons and activities on a global scale. 

                      The Medtronic training team was accustomed to leveraging a variety of modern platforms to help reps tune up their product knowledge and sales skills, but were looking for new ways to:

                      • Bring together disparate educational activities
                      • Build excitement throughout the training program
                      • Intersperse specialized subject matter in lessons and tests with fun exercises and games to reinforce the learning. 

                      Simplifying the Learning Experience

                      How could the training team make it easier for competitive sales reps to see the learnings laid out in front of them, despite the variety of platforms involved in the back-end? 

                      Inspired by that competitive spirit, we created a unique, new sales training process. This is where gamification comes in, and the foundation of our leaderboard and board game approach.

                      Sales Training Leaderboard

                      A multi-faceted approach leveraged gamification, competition, and rewards. Using the dashboard would be familiar to reps because it would draw elements from mobile games and even traditional board games. Elevating the game-like approach included elements like animated achievement badges, bonus points, and scoreboards to dial up the competitive fun.

                      Learning Path in Game Format

                      Users logged into the program and personalized their avatar with a photo. Then they entered a Learning Path – a progress-based view of the lessons and activities that they needed to accomplish. Our team had multiple review rounds with various progress bars, pathways, and scoreboards. The team landed on a gameboard-inspired design, using Medtronic brand elements. This was a familiar and fun way to show participants how they were progressing through the training program.

                      Remember, this game pulled online training from different platforms and formats so this made it easy for reps to get a big-picture view of all their training steps. It couldn’t be any easier for reps to track their progress against other reps around the globe.

                      Lessons and trainings had to be completed on time to receive points.

                      Games

                      On-demand games with fun themes like JEOPARDY!,TM Quest Trivia, and Practice Your Skills took training and quizzing to even higher levels. To keep participants from hunting for new logins or other systems, the game board linked directly to their lessons and challenges. 

                      Several games were hosted on popular platforms, like Kahoot and Bravazone, and made available on-demand so that participants around the world could compete with each other without the inconvenience of different time zones. 

                      Practice Your Skills provided an opportunity for participants to engage in a mock customer conversation which was recorded and scored in the Allego platform. 

                      Activities from various platforms fed into the scoring system.

                      Status Icons

                      Live games and lessons captured reps attention with a pulsing orange icon that linked directly to each activity. Once each activity was completed, a blue checkmark confirmed the sales rep received credit. If a  deadline to complete an activity passed, a lock symbol appeared instead. This kept reps active and encouraged them to check the board frequently.

                      Bonus Badges

                      Badges were awarded liberally to boost the sense of achievement and surprise. Badges included 1st, 2nd, 3rd and 4th place for competitions, certification badges for completing sets of activities, and participation badges for lessons and games.

                      Point Tallies

                      The competition was driven by an easy-to-understand points system. Individuals with the most points won. Country and region winners were based on the highest average points per user. Points were weighted based on the difficulty of the achievement. Lessons, worth 500 points, were more intensive than games, which were  only worth 100 points. Additional points were awarded as bonuses; +300 points for first place in a competitive game, for example.

                      The game board provided a clear set of objectives to work through within a specific timeframe. Sales reps pushed to achieve their own personal learning goals because the path was clear and the rewards were achievable. Gamification really does work.

                      Global Sales Training Leaderboard

                      How can you engage sales reps across the globe who need the same baseline product knowledge and sales competencies? A little healthy competition and teamwork can go a long way. Sales reps from 10 countries across four global regions participated in the 12-week program, in an effort to not only increase sales training compliance in a specific territory or team, but also across the entire global sales organization. The Medtronic reps learned their materials in a fun and engaging manner.

                      Stack-Ranking Reps, Countries and Regions

                      The Leaderboard aspect of the program gave reps a chance to see how they ranked against their global colleagues throughout the 12-week program. Friendly competition and teamwork were amped up even more with country and region rankings. 

                      Rewards

                      Sales careers often appeal to those who are motivated by financial rewards, but typically completing sales training does not have a direct financial impact for reps. To keep sales reps engaged throughout the program, prizes were awarded for passing points thresholds. At the end of the 12 weeks, top-scoring regions, countries, and individual salespeople were rewarded with prizes including gift cards and company swag.

                      Planning for an Uncomplicated Experience

                      Right from the start, we knew the reps would love having all of the training in one place on this dashboard. Reps would learn faster and be more effective when we brought many disparate educational systems together. 

                      In order to simplify the process of participating in sales training and activities, we needed to leverage multiple platforms with a variety of capabilities and integrations. It was important to work within Medtronic’s rules for data privacy and security, and leverage existing platforms and lessons that were already meticulously developed by the Sales Training team and other internal Medtronic resources. A discovery phase helped the team navigate requirements and understand the possibilities from the start. 

                      Hosting, database requirements, and manual and automatic integrations, and authentication were discussed with the Medtronic team, including an IT Liaison assigned to the project, Sales Trainers leading the project internally, and others. We interviewed multiple stakeholders and platform specialists, documented technical requirements, and weighed options for executing the experience.

                      Strategy and Design

                      While we uncovered technical questions and looked for answers in the Discovery process, we held strategic discussions with Medtronic and began to formulate the necessary elements for the experience. Using a data schematic and wireframes, we formulated a strategic direction, and then developed design comps with a range of creative ideas pulling inspiration from retro video games, outer space, and the client’s brand, ultimately bringing the vision to life.

                      Results and Enthusiasm From Participants

                      An open feedback loop was built into the game board, and reinforced with email communications to participants. The People Productions team and Medtronic project leads were available to answer questions or troubleshoot any issues during the 12-week program. For example, a few changes to the user interface were made on the fly, based on user feedback. 

                      Hani Al Ariss, the project lead with the Sales Training group had this to say: “What we have achieved is very impressive. There is a lot of excitement about this program.” A survey was sent to participants during the last week of the program. Responses were positive, many shared positive experiences with quotes like “Loved it!” to “Enjoyed this.” The Medtronic team is considering ways to scale the program so that more reps have the opportunity to participate.

                      Participation, by the Numbers

                      Weekly reporting and analytics allowed the team to keep track of progress and identify any participants who needed an extra nudge to stay engaged.

                      Upon completion of this initial roll-out, the Medtronic team is exploring how to expand this sales training tool to include more sales reps in more locations, and continue to increase sales training engagement throughout the organization.

                      Successful Sales Training and Enablement With Gamification

                      Salespeople are more effective when they are knowledgeable consultants who assist their customers with complex buying decisions. Developing reps into valuable resources for their customers takes time and effort to practice of strategies that deftly navigate customer objections. It’s a lot for reps to keep up with. 

                      When sales reps are motivated to learn in a variety of ways — with games, quizzes, and practice exercises — the learning becomes an engaging, interactive layer of their work life that sparks their competitive side and provides the dopamine hit of getting rewards for their hard work. When you’re looking for a way to drive engagement and encourage camaraderie, all while accomplishing the core goal of training your sales teams for success, gamification is a win-win.

                      Ready to Gamify Your Sales Training?

                      Curious if a gamified experience can win over your sales organization? Let’s discuss your goals and explore ways to drive engagement with gamification.

                      Ready to gamify your sales training?

                      Submit this form to schedule a consultation, or contact Don Poe directly at 303-449-6086.

                        Quote Builder: make the sale from anywhere

                        By Case Study, Insights, Sales Enablement

                        Quote Builder may become your sales reps’ new favorite tool.

                        Ready to streamline your sales interactions? Or simply improve efficiency? This straightforward web app is designed to make it easy for your sales team to place an order anywhere. It integrates smoothly with platforms like Showpad and CRM systems such as Salesforce, shortening the sales cycle and standardizing your ordering process.

                        Capture the Lead 

                        Quote Builder collects essential customer information — like name, email, company name, and more — making it easy to build a detailed customer profile. All this data can be saved and accessed later, even when offline.

                        Tailor Your Pitch

                        With powerful filtering options, Quote Builder helps sales reps quickly identify and present products that match customer interests. Say you’re selling snowboards. Now you can instantly filter gear options based on target audiences like men’s or women’s, board shape, length, and bindings. Customers see only the most relevant products, making their ordering experience smoother, and your sales rep’s sale, easier.

                        Put the Specs at Their Fingertips

                        Show customers detailed product information right on the spot. Sales reps can provide sell sheets and product details within this ordering tool, allowing customers to dig deep into the products they are most interested in. Customers feel confident in their purchase and the sales team has the information they need to close the deal.

                        Build Within the Budget

                        Sales reps use the Quote Builder’s dynamic pricing filters to focus on products within the customer’s budget. Adjust quantities, identify add-ons, and upsell items easily, keeping the customer informed about the total budget along the way. This transparency builds trust and ensures a smooth checkout process. The app calculates all the pricing, so customers can instantly see their final budget.

                        Close the Sale

                        When it’s time to finalize the sale, customers can accept the terms and conditions right in the app. This digital signature capability reduces paperwork and makes the transaction more efficient. Even when offline, sales reps can save the order and sync it later when an internet connection is available, ensuring no data is lost.

                        Deliver Comprehensive Documentation

                        Quote Builder can generate a PDF of the customer’s order details, which can be emailed for their records. This can even be tracked so the rep can see if the customer opened the PDF. This feature ensures clear communication and provides a reliable reference for both the customer and the sales rep.

                        Why Try Quote Builder?

                        Easy Integration: Connect with CRM systems like Salesforce and sales enablement platforms such as Showpad, keeping your sales data up-to-date.

                        Enhanced Customer Experience: Tailored product filters and real-time information provide a personalized shopping experience.

                        Efficiency and Accuracy: Real-time pricing calculations, digital signatures, and comprehensive order management streamline the sales process.

                        Offline Capability: Work efficiently even without an internet connection, ensuring your sales process is never interrupted.

                        Give Quote Builder a Try

                        Curious how Quote Builder can simplify your sales process? Let’s schedule your demo, and learn how your sales team can work smarter and more efficiently. 

                        People Productions helps drive sales enablement best practices. Check out our work for examples and inspiration that can help take your sales team to the next level.

                        Empower your sales team to make the sale anywhere

                        Schedule your free demo now. Contact us: call 303-449-6086, email Don Poe, or submit the form below. Your request will be answered within one business day.