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:

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.

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.

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

The Challenger Sale

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.

“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:

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

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.

Versatility across platforms

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.

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

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.

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.

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.

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.

Connect Using the Power of Virtual Reality

Quick Look: Pelvic Health VR App

Recently, Medtronic, the world’s largest medical device manufacturer, approached our team with the challenge of creating a strong presence at an upcoming conference. The Medtronic team wanted a new way to educate clinicians on their surgical products. The solution—a “hands-on” VR experience designed to educate, entertain and engage while setting Medtronic apart on the conference’s exhibit floor.

The result? Surgeons were enthusiastic to speak with the people at the booth and exclaimed it was “the coolest thing” they experienced at the conference. Students were particularly excited, as they hadn’t learned this medical procedure and technical approach in their training yet. All of the participants were able to place a virtual needle in the patient, confirm placement and other key tasks virtually.

VR for Medical Training

How can VR transform your next customer interaction?

Here are just a few ideas to spark your imagination.

Deliver your product virtually!

Schedule your free consultation now. Contact Don Poe at 303-449-6086 or don.poe@peopleproductions.com, or submit the form below.

Seeing Is Believing:
Making Augmented Reality a Reality

Using AR to connect your products to your customers

Are your products tough to carry to a client’s office? Is it a challenge to show your products in an online call? Are they too sensitive to ship or take too long to set up? Now you can use augmented reality (AR) to easily show customers a 3D version of your product as though it is sitting right in front of you using your mobile phone/tablet.

In addition to showing your device in the customer’s space, AR allows you to click buttons or ‘hot spots’ that can be instrumental in helping a sales rep tell your product’s story. As an example, click a button to start an animation that illustrates the inner workings of your new product. A different hot spot can show a close up image or provide a PDF with more information.

This guided approach to selling helps engage with customers beyond a printed sell sheet or powerpoint presentation by giving it the perception of a physical presence. Clients can truly envision your product in their facility with AR.

Deliver your product virtually!

Schedule your free consultation now. Contact Don Poe at 303-449-6086 or don.poe@peopleproductions.com, or submit the form below.