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Scaling Productiveness With a Unified Platform


Productiveness is essential in our present enterprise panorama, nevertheless, 43% of groups don’t have a method to measure gross sales effectivity, based on analysis from Gross sales Enablement PRO. So how can groups maximize effectivity and effectiveness to make their investments worthwhile?

Shawnna Sumaoang: Hello and welcome to the Win Win Podcast. I’m your host, Shawnna Sumaoang. Be part of us as we dive into altering tendencies within the office and find out how to navigate them efficiently. Right here to debate this subject is Lauren Hutton, the Director of Industrial Activation at The Commerce Desk. Thanks for becoming a member of, Lauren! I’d love so that you can inform us about your self, your background, and your function.

Lauren Hutton: Hello, my identify is Lauren Hutton and I come by the use of The Commerce Desk. The Commerce Desk is an unbiased media shopping for platform that helps entrepreneurs and advertisers attain their prospects by way of a related advert expertise. My function over right here at The Commerce Desk is to handle a workforce of storytellers who put the shopper’s precedence first and attempt to perceive how our options and know-how and the open web, typically, can actually assist them drive higher enterprise outcomes.

SS: We’re excited to have you ever right here, Lauren. The Commerce Desk has been rising quickly. How are you utilizing Highspots unified platform to remain productive whereas scaling?

LH: That’s such a terrific query. After I first joined The Commerce Desk, we had been in a hyper-growth stage, as many startups, small firms, and enormous public firms undergo. At that exact cut-off date, there have been a bunch of various organizational instruments that we had been utilizing for documentation, information, and the tales that we make. It was organized chaos, I wish to name it. There was a thought course of behind the best way that every workforce was doing it, however there wasn’t one central thought course of.

After I joined, as a newcomer and somebody who was going by way of onboarding, making an attempt to study all the pieces concerning the platform, such because the tales that we inform and the best way that we join with our shoppers, it was actually tough to get a full holistic sense and to search out examples of labor. One of many issues that we considered virtually instantly as a workforce, and one of many groups that makes plenty of content material for our industrial groups, as we have to create a greater manner of doing this. We have to get folks out of the ‘search’ mindset and as an alternative into the ‘which piece of content material is finest for me to make the most of and which goes to resonate most from my shopper’ mindset. We did a bit little bit of digging and we discovered Highspot and that’s actually what the instrument has been doing. It’s been performing as a central repository for each assist workforce, and each advertising and marketing perform inside The Commerce Desk and permitting each single individual to entry all the pieces actually on the drop of the hat.

SS: Previous to Highspot, what had been some challenges your reps are going through because it pertains to productiveness and the way has excessive spot helped you clear up these challenges to drive productiveness?

LH: That’s one other nice query. There have been fairly a couple of issues that we had been going through and one of many largest was reps downloading non-recent content material. As a result of we didn’t have a central repository the place all of our paperwork could possibly be saved, reps had been utilizing a mess of various locations to tug down content material. One in all them was Slack, one other one can be emailed. It is perhaps simply peer-to-peer, somebody asking somebody if they’ve one thing related to what they had been on the lookout for, and the issue with that’s significantly a bit of labor in our business, know-how, it’s ever evolving and all the time adapting, will get previous very quick and the fabric turns into outdated virtually instantly.

By pulling issues down by way of these disparate channels, we seen folks had been utilizing outdated content material, not incorrect, however positively previous, positively now not related, and never probably the most correct. That was one of many largest issues that we wished to face, and Highspot with its API integrations into SharePoint was an instantaneous answer to the recency drawback there’s a multitude of different issues that Highspot helped to unravel similar to consolidation, simple searchability, the power to tag issues by way of a mess of various methods in order that we are able to seek for issues whereas layering on the completely different priorities or subjects or topics or verticals that one is perhaps fascinated with discovering one thing by way of. The recency was an issue that we’re most excited to have solved.

SS: Coaching and training packages can play a key function in serving to groups enhance productiveness and The Commerce Desk really just lately expanded its use of Highspot to incorporate our coaching and training capabilities inside our platform. At a excessive stage, are you able to inform us concerning the worth of coaching and training and driving gross sales productiveness and actually the function that Highspot performed in serving to you to take action?

LH: Completely. We had a studying platform that was being leveraged for each our inner groups and our exterior groups. Whereas it’s a nice studying platform, what we seen was that there was a disconnect between the place all the data was saved and the place all the data was being taught. What that disconnect actually did was add plenty of guide labor and plenty of time spent connecting hyperlinks, updating the fabric, updating hyperlinks, and making an attempt to attach the 2. One of many issues that we noticed that we might clear up instantly was by bringing a studying system into the identical system wherein we’re consolidating and containing the entire info the corporate wants, we might make it very simple to be sure that, once more, the recency drawback is solved for each and we take plenty of guide labor off. That’s the exterior bandwidth answer.

After we look exterior of ourselves and we have a look at our inner stakeholders, that are the gross sales groups, we’re fixing a ton of issues there too. To consolidate them and create a singular platform that they will go as to if they should study a brand new product by way of an auditory studying program, a visible studying program, or by merely discovering one sheet or a case examine or no matter type of mechanism works finest for his or her studying model, we’re creating one thing that works for everybody and we’re creating one thing that may scale. These are the 2 most essential issues for us. Now we have a really various workforce, we’re international, we’re multinational and other people study in another way. By creating a spot the place folks can go that matches their model finest, you’re resonating with them extra, which suggests the fabric goes to be discovered sooner and higher. We’re fixing all this inner bandwidth challenge that was being attributable to having disparate options.

Moreover, we’re bringing inner groups collectively to work higher cross-functionally. We’re understanding what the product workforce is doing higher, what the advertising and marketing workforce is doing higher, and what the industrial coaching workforce is doing higher. The way in which that we’re educating this stuff to shoppers externally and by creating that type of symmetry, we’re additionally making a extra constant message throughout each perform inside the firm.

SS: To enhance productiveness by way of any instrument, you want nice adoption and also you’ve constructed nice momentum throughout a number of groups to drive the adoption of Highspot. Are you able to share some methods you’ve used to drive adoption?

LH: Fortunate for The Commerce Desk we’ve a very nice HBS, Harvard Enterprise College, program that we put plenty of the managers by way of. One of many key areas that we discovered in that program is change administration. I had taken that earlier than we determined to carry Highspot on and it actually taught me rather a lot about constructing momentum, getting folks on board, and getting folks to know the why behind the what and the way is essential. After we approached Highspot and the onboarding of a brand new instrument, we very a lot adopted that curriculum.

We first pitched it to the required stakeholders and helped them perceive the importance of analytics, consolidation, and making a singular one-stop store for go-to-market groups. We obtained these leaders to be on board after which we pitched it internally to the app homeowners and those who would want to approve a price range for a brand new instrument. We needed to clarify the variations and nuances between a instrument like Highspot and what we already needed to perceive the worth of paying for a brand new utility. As soon as we obtained these people on board, then we began to construct out infrastructure and the Highspot workforce right here might inform you what number of occasions we workshop completely different infrastructures.

We began with what was most advisable by Highspot, then we went a very completely different path and we landed someplace in between as a result of the fact is we’re a big workforce and we’re ever-evolving, and one thing out of the field wasn’t going to suit what we wanted and we additionally weren’t going to have the ability to undertake and adapt to each single instrument and performance that’s accessible inside Highspot instantly. Recognizing that early on and deciding to take a step-by-step or crawl, stroll, run method actually helped us get folks on board sooner.

A very good instance is we’ve not but rolled out pitch performance. We simply knew that making an attempt to get everybody to make the most of the platform was going to be our largest problem. As soon as we had folks hooked, rolling out extra performance that will require some minor carry on their finish, and a few understanding and coaching can be significantly better served after that preliminary adoption. Our method following the approval of the license and the infrastructure of our preliminary structure was then to carry on a workforce of inner utility testers. They’re a worldwide workforce of people which were nominated throughout each single perform and division as early adopters. We introduced these people on board in addition to a particular nominated workforce throughout industrial and enterprise groups to check. We beta-tested for some time, took plenty of suggestions and we iterated, modified, and had been very open to what the person expertise was telling us was proper and incorrect. We made all of these modifications earlier than we went to GA.

After we went GA it wasn’t merely ‘right here’s a brand new instrument, go and get it.’ It was international coaching that led to workplace hours and regional coaching periods. We had been so excited from the preliminary coaching as a result of there was a ton of participation, and questions and other people had been very excited concerning the platform. We had a pure momentum as a result of we had been fixing an issue that benefited everybody, however we didn’t depend on that solely to be sure that it was profitable. We’ve been extremely impressed with the best way that the workforce has introduced Highspot into the sector. Internally, we name Highspot “Lighthouse.” Every part at The Commerce Desk is nautical-themed as a result of we’re west coast primarily based and have plenty of avid beachgoers and surfers internally. We really name the instrument “Lighthouse”, we name spots “Harbors”, and we made it our personal and we made it enjoyable. I believe that was only a cherry on prime of a well-thought-out product rollout map that we had put collectively.

SS: How has the adoption of Highspot helped enhance the productiveness of your reps, particularly relating to saving time and bettering rep’s effectiveness and buyer interactions?

LH: I believe that reply is twofold. The primary a part of that’s how are we saving time and time. Time-saved is a profit to the corporate. It’s a profit to the reps and it makes certain that our enterprise groups are available on the market. That was our primary precedence as a result of we have to get folks what they want quick. The second precedence, answering the second a part of your query, is we want to ensure it’s proper and up to date and high quality. After we considered the infrastructure of what we name Lighthouse, the instrument Highspot, was what are the ways in which individuals are looking out. We did a large survey of the enterprise groups and we went round to folks and we requested if you end up on the lookout for one thing, how are you on the lookout for it? What’s the precedence or the important thing query that you just’re making an attempt to reply?

We requested a ton of individuals after which we went by way of all of the Slack channels of all of the assist groups when folks had been on the lookout for one thing. We discovered that folks search for issues in 3 ways, they search for it by asset kind, they search for it by vertical they usually have a look at it by channel, no less than internally for us. By that I imply folks come to us they usually say ‘I want a case examine’. That’s an asset. ‘I wanted to be for automotive’, that’s vertical. ‘I wanted to be throughout CTV’, which is the channel. It was these three issues and everybody type of had a distinct variation of the order. Some folks had been like, I must be sensible about automotive and I’d love for it to come back within the type of a pitch deck and, particularly, I wanted to be Omni channel, which is each channel, nevertheless it was some variation of the three.

After we had been serious about the structure, we had been considering, let’s suppose like somebody on the enterprise workforce as a result of that’s who we’re fixing for, these are inner shoppers. Who cares about how we need to assist groups or need to arrange it or what we predict is finest? It doesn’t matter what we predict is finest, what issues is that we reply the wants of our inner shoppers. That’s actually how we arrange the infrastructure and the homepage itself is structured that manner. It says, to browse by asset kind, browse by channel, and browse by vertical. We made certain that the entire tags in our system comply with go well with. We do have issues that the inner assist groups take into consideration. Shopper priorities is a very good instance the place we are saying, is the shopper’s precedence to achieve their audiences? Then, the shopper’s precedence is reached. Is the shopper’s precedence identification, which is a method to future-proof what you are promoting?

Now we have these tags but when I’m being trustworthy I believe the tags which can be most used are those that we created particularly for the enterprise groups. By creating tags and filters, that can enable them to search out what they want sooner, we saved an infinite period of time. That’s my extra optimistic mind-set about how the enterprise groups are utilizing the platform as a result of the fact is in addition they simply adore common search. The common seek for all the pieces, and we actually have a instrument internally that acts as a common search throughout each single utility that we’ve and retailer content material in, together with Lighthouse as a result of your API is open for us to take action.

Common Search is a big time saver. Folks used to have to enter all of those completely different platforms. We had dropbox on the time, we had been transitioning to OneDrive. We additionally had Slack, we had the entire completely different SharePoint folders that you’d go into to search out what you made, what you latterly touched, or what was shared with you. By creating this consolidated method, by creating filters that matter to the groups that had been serving, and by permitting folks to leverage common search. I don’t should promote Highspot, however I believe everyone knows how nice common search and your instrument are. The truth that it’s not simply the tags, it’s not simply the title, it’s something within the content material, something mentioned in a video, it was an actual sport changer and we requested concerning the time saved in follow-up surveys and it was vital. The impression was actual. It’s felt by our workforce members, and the time that they do spend looking out now could be as a result of they’re on the lookout for what is perhaps probably the most proper for his or her shopper versus discovering one thing in any respect.

SS: To dig a bit bit deeper into adoption, a giant win on your workforce was reaching a 90% adoption price, significantly amongst new hires going by way of onboarding. Are you able to share recommendation on the way you drive adoption from the beginning of a rep’s journey along with your group?

LH: Once more, I believe it’s actually twofold. I believe we wished to roll out a studying instrument till after Lighthouse turned such a staple to the enterprise groups and to everybody that existed there. Once you come on board, naturally everybody’s speaking about this instrument that you just’re going to make use of that’s going that can assist you discover any piece of content material, any piece of information and data that you just may want. There’s this innate necessity for somebody to need to use Highspot or Lighthouse as we name it, and in order that was the primary piece. As soon as we noticed the adoption of the platform typically, from type of a collateral standpoint, ensuring that it was rolled out from a studying instrument standpoint was simpler as a result of it turned such an on a regular basis necessity to make use of it.

That mentioned, we’ve an outstanding industrial coaching workforce inside The Commerce Desk that’s solely targeted on actually understanding their inner stakeholders and what their wants are. They give thought to the training course of, what’s going to actually resonate with folks, and what’s gonna make this enjoyable. The earlier studying instrument that we had was simply movies and you’d sit there for hours and hours on finish, simply type of zoning out at these movies they had been effectively produced they usually had been fantastically written and mentioned and scripted, nevertheless it’s robust to undergo eight hours of video a day on your first two weeks and attempt to actually take all of it in.

One of many issues that they beloved concerning the LMS inside Highspot was how interactive you can also make it. You possibly can watch a fast video after which take a fast query after which write a paragraph of your interpretation of what was simply mentioned and you can also make it a way more interactive journey. I believe that interactivity and the best way that the industrial coaching workforce internally considered their inner stakeholder is de facto the explanation that it’s so effectively tailored. They made it enjoyable, they made it {custom}, they made it considerate they usually made it in a spot the place individuals are naturally going to go each single day it doesn’t matter what.

SS: Lauren, what metrics do you monitor particularly to measure the success of your packages in driving productiveness and what are the precise outcomes that you just’ve seen?

LH: Similar to our method to rolling out the platform, we determined from a metrics and KPI standpoint to actually give it some thought from a crawl, stroll, run standpoint. From a crawl standpoint, we simply wished adoption, we wished customers to come back into the platform, leverage the platform, turn into conversant in it, and study to undertake it. There are apparent metrics inside Highspot that enable us to take action like person periods and time spent. We had been particularly targeted on the groups which we thought-about essential to be on the platform daily. Now we have plenty of departments at The Commerce Desk, and a few of them are there for very particular functions. Authorized is an excellent instance of a workforce that we don’t anticipate to be out and in of the platform daily. They’re there after we want them to overview particular content material and documentation and be sure that we’re following parameters by way of what we are able to and can’t launch externally and internally.

Among the many enterprise groups are core features that we wished to be out and in of the platform daily, and we noticed improbable adoption. We gave ourselves a verify mark on that. The customers are coming in, the customers are regularly coming in they usually’re spending time on the platform, improbable. The subsequent section of this crawling stage was how can we proceed to enhance the expertise of the customers as soon as they’re on the platform. To us, that turned a perform of views on content material and all of these nice content material analytics. What number of items of content material are on the platform that has been revealed for over 90 days that folks aren’t taking a look at? Nicely, can we do away with these and clear these up and be sure that this turns into an expertise the place solely the content material that folks need to entry exists and do away with a few of the fluff within the noise?

We began utilizing analytics like that, we’re continuously managing any flags or violating insurance policies. Now we have actually strict insurance policies round what might be revealed, whether or not it’s from a top quality perspective, whether or not it’s from a recency perspective, and we need to be sure that the reps have each piece of data accessible about each piece of content material that they need to entry, like who authored it, who’s the suggestions proprietor, when was it revealed, what’s the outline of it? All of this stuff in the end enhance the best way that the customers take into consideration the content material that’s in there. That was the crawling stage, I used to be serious about bettering the person expertise or the analytics accessible, whether or not it’s by way of the upkeep of the platform and hygiene of the platform or whether or not it was simply from understanding what content material was resonating most with them. We did use a few of the search performance to know what they’re on the lookout for and what has the best click-through price and the place can we as assist groups lean in and create extra content material round subjects that aren’t being supported primarily based on the search performance metrics. That was one other good one which we began selecting this section.

Then this subsequent stage that we’re about to enter into, I like to consider because the run stage. We’ve actually thought concerning the inner person expertise. Now, what concerning the shopper expertise and the exterior person expertise? We plan to be rolling out pitch performance within the subsequent quarter or so. By means of that, our hope is to actually perceive, okay, effectively we all know what’s resonating with our inner shoppers, what’s resonating with our shoppers? The place are they spending their time inside the items of content material that we ship them to know the profiles of our shoppers by creating an integration with Salesforce and understanding what content material is resonating with which kind of shopper, whether or not they be model direct, whether or not they work at an company, whether or not they’re excessive stage or whether or not their arms on keyboard?

All of these items actually issues and can in the end assist us create extra custom-relevant and high-quality content material that advantages everybody. It’s type of a virtuous cycle between the assist groups, our inner groups, and our shoppers. We’ve constructed the 2 first phases of that virtuous cycle. The final piece for us to actually have fallen locations is the shopper piece. We’re actually excited and hopefully, I’ll have the ability to be part of you in six months or extra and inform you all about how that’s labored out for us.

SS: These are some spectacular outcomes. How do you go about gathering suggestions to optimize your efforts and the way does this allow you to enhance your impression on productiveness?

LH: Suggestions is improbable. Suggestions implies that we are able to enhance, we are able to drive higher high quality, and we are able to drive higher adoption by way of driving higher high quality. We ask for suggestions in a mess of how. One of many ways in which we clearly can simply get suggestions is from somebody simply going into Highspot and clicking’ ship suggestions’ as a result of we be sure that suggestions homeowners are recognized on each single piece of content material, these customers act as editors, they act as arbiters of what is smart and what wants work and it’s been actually helpful. I obtained a bit of suggestions this morning that inside one sheet a hyperlink was damaged as a result of our information portal is transitioned and that individual mentioned right here’s the brand new hyperlink, are you able to replace it. That not solely saves our inner groups however our exterior shoppers to who we would have despatched that one sheet. Suggestions is instrumental in ensuring that the content material is correct, related, and high quality and that’s a giant piece of it.

One other piece of it’s we would like folks to really feel a part of the expertise. We ask for folks to submit items of content material that they may have created exterior of the assist groups that they need to be revealed and we put it by way of a bit little bit of a rigorous identification and qualification course of after which we publish it in order that they really feel a part of your complete group. That’s actually what we’re making an attempt to create a group, then you definitely enable for communication to go each methods. Once you enable for participation that goes on each side, you actually create a symbiotic relationship with the folks that you just’re serving and create a group that folks need to proceed to foster and uphold and uplevel. That’s actually what suggestions means to us.

SS: One other essential issue to maintain reps productive long run is definitely content material governance, which I believe plenty of organizations could not prioritize as a lot as they should. Content material governance can be certain that reps can effectively discover the appropriate content material. Are you able to share some finest practices for driving excellent content material governance to enhance the productiveness of your groups?

LH: I believe the most important piece of the success there’s that we created a gaggle of particular person leaders throughout every of the assist features, who primarily made themselves answerable for their groups. They don’t seem to be solely introduced in, however they’re additionally evangelizers, they’re early adopters, they’re proud app homeowners inside their key features and I believe by having this core group who feels pleasure and pleasure and possession, we created a very nice cycle by which we don’t have a single individual or a few folks proudly owning and governing this app, we’ve folks throughout each single division, throughout each single perform serving to us to manipulate this app. It’s not a one-person job, once more, it’s that group perform, it’s that group really feel and everyone holds everyone accountable. I believe that’s one of many actually huge causes it’s been profitable.

I additionally suppose, that mentioned, we do have people who’ve inside their function and their function-specific time carved out to carry those that are newer and fewer acquainted accountable in a sort and teachable method to uphold the requirements in the long run. It’s a part of the onboarding course of now for any of the assist groups, there are teaching and mentorship alternatives for after we govern and we see errors constantly throughout a person to have these people spoken to in a very considerate manner and get them to know the why behind the how and I believe that’s all actually led to only a constructive communal expertise inside the platform.

SS: Final query for you, Lauren. On this present financial local weather, I’d love to listen to your perspective, on why is gross sales enablement so essential to the success of your group.

LH: I believe it’s a scary unstable time for lots of people. There’s plenty of unknown. There’s plenty of chatter about what’s to come back, and when you concentrate on this from a shopper perspective in our business, our shoppers need a plan. They want a method to adapt and evolve and keep on prime by way of what could possibly be a really scary time. After I take into consideration the best way that we have to method our shoppers, we must be with them, we must be speaking to them, we must be out of the market with them and we must be understanding their issues, priorities, issues and we must be subsequent to them in making a plan that can assist them obtain success even throughout a recession.

Even throughout a worldwide pandemic, we have to create flexibility, transparency, and openness between our two firms and I believe the one manner that we are able to do that’s by arming reps with all the pieces they should know and getting them again out there quick. The one manner to try this is to be sure that they will discover what they want and that once more they will discover what they want quick and that what they discover is current, related, and high quality and that’s what Highspot does. It permits our reps to get sensible rapidly, get again in entrance of their shoppers, and be there and be the accomplice that the shopper wants somewhat than spending days getting again to them on sure key questions or weeks placing collectively the appropriate materials to pitch them the appropriate answer we’re serving to them discover what’s going to resonate with the shopper rapidly and that’s the important thing to success for everybody. Once more, it’s that virtuous cycle. We assist our groups, then our groups assist our shoppers and our shoppers then assist our firm by working with us and making a partnership that advantages each.

SS: Thanks a lot for becoming a member of us, Lauren, I actually recognize the time.

LH: Thanks a lot for having me. It’s all the time a pleasure. Something for Highspot. What you guys have carried out is invaluable and we attempt to be the very best accomplice we might be for you guys in return.

SS: To our viewers, thanks for listening to this episode of the Win Win podcast. You should definitely tune in subsequent time for extra insights on how one can maximize enablement success with Highspot.

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