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Scaling Productiveness With a Unified Platform


Productiveness is essential in our present enterprise panorama, nonetheless, 43% of groups should not have a method to measure gross sales effectivity, in accordance with 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 a 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 position.

Lauren Hutton: Hello, my identify is Lauren Hutton and I come by the use of The Commerce Desk. The Commerce Desk is an impartial media shopping for platform that helps entrepreneurs and advertisers attain their prospects by a related advert expertise. My position over right here at The Commerce Desk is to handle a crew of storytellers who put the shopper’s precedence first and attempt to perceive how our options and know-how and the open web, generally, 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 fantastic query. Once I first joined The Commerce Desk, we had been in a hyper-growth stage, as many startups, small corporations, and enormous public corporations undergo. At that exact cut-off date, there have been a bunch of various organizational instruments that we had been utilizing for documentation, data, and the tales that we make. It was organized chaos, I prefer to name it. There was a thought course of behind the way in which that every crew was doing it, however there wasn’t one central thought course of.

Once I joined, as a newcomer and somebody who was going by onboarding, making an attempt to study every part concerning the platform, such because the tales that we inform and the way in which that we join with our purchasers, it was actually tough to get a full holistic sense and to seek out examples of labor. One of many issues that we considered virtually instantly as a crew, and one of many groups that makes plenty of content material for our industrial groups, as we have to create a greater means of doing this. We have to get individuals 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 little bit little bit of digging and we discovered Highspot and that’s actually what the device has been doing. It’s been appearing as a central repository for each help crew, and each advertising operate inside The Commerce Desk and permitting each single particular person to entry every part 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 resolve these challenges to drive productiveness?

LH: That’s one other nice query. There have been fairly a number 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 may very well be saved, reps had been utilizing a mess of various locations to drag down content material. One in all them was Slack, one other one can be emailed. It may be simply peer-to-peer, somebody asking somebody if they’ve one thing related to what they had been searching for, and the issue with that’s significantly a chunk of labor in our trade, 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 these disparate channels, we seen individuals had been utilizing outdated content material, not incorrect, however positively previous, positively now not related, and never essentially the most correct. That was one of many greatest issues that we wished to face, and Highspot with its API integrations into SharePoint was a right away answer to the recency drawback there’s a multitude of different issues that Highspot helped to resolve similar to consolidation, simple searchability, the power to tag issues by a mess of various methods in order that we are able to seek for issues whereas layering on the totally different priorities or subjects or topics or verticals that one may be keen on discovering one thing by. The recency was an issue that we’re most excited to have solved.

SS: Coaching and training applications can play a key position in serving to groups enhance productiveness and The Commerce Desk truly not too long ago 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 position that Highspot performed in serving to you to take action?

LH: Completely. We had a studying platform that was being leveraged for each our inside 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 handbook 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 may resolve instantly was by bringing a studying system into the identical system wherein we’re consolidating and containing the entire info the corporate wants, we may make it very simple to be sure that, once more, the recency drawback is solved for each and we take plenty of handbook labor off. That’s the exterior bandwidth answer.

Once we look outdoors of ourselves and we take a look at our inside 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’ll go as to whether they should study a brand new product by an auditory studying program, a visible studying program, or by merely discovering one sheet or a case research or no matter type of mechanism works finest for his or her studying type, we’re creating one thing that works for everybody and we’re creating one thing that may scale. These are the 2 most vital issues for us. We’ve got a really numerous crew, we’re international, we’re multinational and folks study in a different way. By creating a spot the place individuals can go that matches their type finest, you’re resonating with them extra, which suggests the fabric goes to be discovered sooner and higher. We’re fixing all this inside bandwidth subject that was being brought on by having disparate options.

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

SS: To enhance productiveness by any device, 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 got a very nice HBS, Harvard Enterprise Faculty, program that we put plenty of the managers by. One of many key areas that we discovered in that program is change administration. I had taken that earlier than we determined to deliver Highspot on and it actually taught me loads about constructing momentum, getting individuals on board, and getting individuals to know the why behind the what and the way is vital. Once we approached Highspot and the onboarding of a brand new device, 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 received these leaders to be on board after which we pitched it internally to the app homeowners and people who would want to approve a price range for a brand new device. We needed to clarify the variations and nuances between a device like Highspot and what we already needed to perceive the worth of paying for a brand new utility. As soon as we received these people on board, then we began to construct out infrastructure and the Highspot crew right here may let you know what number of instances we workshop totally different infrastructures.

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

A great instance is we’ve got 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 greatest problem. As soon as we had individuals hooked, rolling out extra performance that will require some minor elevate on their finish, and a few understanding and coaching can be a lot better served after that preliminary adoption. Our method following the approval of the license and the infrastructure of our preliminary structure was then to deliver on a crew of inside utility testers. They’re a world crew of people which were nominated throughout each single operate and division as early adopters. We introduced these people on board in addition to a particular nominated crew 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.

Once we went GA it wasn’t merely ‘right here’s a brand new device, 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 folks 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 way in which that the crew has introduced Highspot into the sphere. Internally, we name Highspot “Lighthouse.” All the pieces at The Commerce Desk is nautical-themed as a result of we’re west coast based mostly and have plenty of avid beachgoers and surfers internally. We truly name the device “Lighthouse”, we name spots “Harbors”, and we made it our personal and we made it enjoyable. I believe that was only a cherry on high 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 in relation 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 positive that our enterprise groups are in the marketplace. That was our primary precedence as a result of we have to get individuals 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. Once we considered the infrastructure of what we name Lighthouse, the device Highspot, was what are the ways in which individuals are looking. We did an enormous survey of the enterprise groups and we went round to individuals and we requested if you end up searching for one thing, how are you searching for it? What’s the precedence or the important thing query that you simply’re making an attempt to reply?

We requested a ton of individuals after which we went by all of the Slack channels of all of the help groups when individuals had been searching for one thing. We discovered that folks search for issues in 3 ways, they search for it by asset sort, they search for it by vertical they usually take a look at it by channel, at the least internally for us. By that I imply individuals come to us they usually say ‘I would like a case research’. 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 special variation of the order. Some individuals had been like, I should be good 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, however it was some variation of the three.

Once we had been interested by the structure, we had been considering, let’s assume like somebody on the enterprise crew as a result of that’s who we’re fixing for, these are inside purchasers. Who cares about how we need to help groups or need to set up it or what we expect is finest? It doesn’t matter what we expect is finest, what issues is that we reply the wants of our inside purchasers. That’s actually how we arrange the infrastructure and the homepage itself is structured that means. It says, to browse by asset sort, browse by channel, and browse by vertical. We made positive that the entire tags in our system comply with go well with. We do have issues that the interior help groups take into consideration. Consumer priorities is a very good instance the place we are saying, is the shopper’s precedence to succeed in their audiences? Then, the shopper’s precedence is reached. Is the shopper’s precedence identification, which is a method to future-proof your corporation?

We’ve got these tags but when I’m being trustworthy I believe the tags which might be most used are those that we created particularly for the enterprise groups. By creating tags and filters, that can permit them to seek 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 truth is additionally they simply adore common search. The common seek for every part, and we also have a device internally that acts as a common search throughout each single utility that we’ve got 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 totally different platforms. We had dropbox on the time, we had been transitioning to OneDrive. We additionally had Slack, we had the entire totally different SharePoint folders that you’d go into to seek out what you made, what you lately 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 individuals to leverage common search. I don’t should promote Highspot, however I believe everyone knows how nice common search and your device 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 influence was actual. It’s felt by our crew members, and the time that they do spend looking now could be as a result of they’re searching for what may be essentially the most proper for his or her shopper versus discovering one thing in any respect.

SS: To dig a little bit bit deeper into adoption, a giant win on your crew was reaching a 90% adoption charge, significantly amongst new hires going by 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 device till after Lighthouse grew to become such a staple to the enterprise groups and to everybody that existed there. If you come on board, naturally everybody’s speaking about this device that you simply’re going to make use of that’s going that will help you discover any piece of content material, any piece of data and knowledge that you simply 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 generally, from type of a collateral standpoint, ensuring that it was rolled out from a studying device standpoint was simpler as a result of it grew to become such an on a regular basis necessity to make use of it.

That mentioned, we’ve got an outstanding industrial coaching crew inside The Commerce Desk that’s solely targeted on actually understanding their inside stakeholders and what their wants are. They consider the training course of, what’s going to essentially resonate with individuals, and what’s gonna make this enjoyable. The earlier studying device 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, however 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 liked 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 way in which that the industrial coaching crew internally considered their inside stakeholder is de facto the rationale 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 observe particularly to measure the success of your applications in driving productiveness and what are the precise outcomes that you simply’ve seen?

LH: Similar to our method to rolling out the platform, we determined from a metrics and KPI standpoint to essentially 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, grow to be acquainted with it, and study to undertake it. There are apparent metrics inside Highspot that permit 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 day by day. We’ve got 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 crew that we don’t count on to be out and in of the platform day by day. They’re there after we want them to evaluate 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 day by day, and we noticed implausible adoption. We gave ourselves a test mark on that. The customers are coming in, the customers are regularly coming in they usually’re spending time on the platform, implausible. The following 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 grew to become a operate 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 ? Properly, can we eliminate 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 eliminate among the fluff within the noise?

We began utilizing analytics like that, we’re always managing any flags or violating insurance policies. We’ve got actually strict insurance policies round what will be revealed, whether or not it’s from a high quality perspective, whether or not it’s from a recency perspective, and we need to be sure that the reps have every bit of data out there about every bit 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 finally enhance the way in which that the customers take into consideration the content material that’s in there. That was the crawling stage, I used to be interested by bettering the person expertise or the analytics out there, whether or not it’s by 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 among the search performance to know what they’re searching for and what has the very best click-through charge and the place can we as help groups lean in and create extra content material round subjects that aren’t being supported based mostly 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 think about because the run stage. We’ve actually thought concerning the inside 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 way of that, our hope is to essentially perceive, okay, effectively we all know what’s resonating with our inside purchasers, what’s resonating with our purchasers? The place are they spending their time throughout the items of content material that we ship them to know the profiles of our purchasers 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 things actually issues and can finally assist us create extra custom-relevant and high-quality content material that advantages everybody. It’s type of a virtuous cycle between the help groups, our inside groups, and our purchasers. We’ve constructed the 2 first phases of that virtuous cycle. The final piece for us to essentially have fallen locations is the shopper piece. We’re actually excited and hopefully, I’ll be capable to be part of you in six months or extra and let you know 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 make it easier to enhance your influence on productiveness?

LH: Suggestions is implausible. Suggestions signifies that we are able to enhance, we are able to drive higher high quality, and we are able to drive higher adoption by 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 received a chunk of suggestions this morning that inside one sheet a hyperlink was damaged as a result of our data portal is transitioned and that particular person mentioned right here’s the brand new hyperlink, are you able to replace it. That not solely saves our inside groups however our exterior purchasers to who we’d have despatched that one sheet. Suggestions is instrumental in ensuring that the content material is true, related, and high quality and that’s a giant piece of it.

One other piece of it’s we would like individuals to really feel a part of the expertise. We ask for individuals to submit items of content material that they could have created outdoors of the help groups that they need to be revealed and we put it by a little 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 entire neighborhood. That’s actually what we’re making an attempt to create a neighborhood, you then permit for communication to go each methods. If you permit for participation that goes on each side, you actually create a symbiotic relationship with the individuals that you simply’re serving and create a neighborhood that folks need to proceed to foster and uphold and uplevel. That’s actually what suggestions means to us.

SS: One other vital issue to maintain reps productive long run is definitely content material governance, which I believe plenty of organizations might 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 may be that we created a gaggle of particular person leaders throughout every of the help features, who basically made themselves chargeable for their groups. They aren’t 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 delight and delight and possession, we created a very nice cycle by which we don’t have a single particular person or a few individuals proudly owning and governing this app, we’ve got individuals throughout each single division, throughout each single operate serving to us to control this app. It’s not a one-person job, once more, it’s that neighborhood operate, it’s that neighborhood really feel and all people holds all people accountable. I believe that’s one of many actually huge causes it’s been profitable.

I additionally assume, that mentioned, we do have people who’ve inside their position and their function-specific time carved out to carry those that are newer and fewer acquainted accountable in a form 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 help 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 means and get them to know the why behind the how and I believe that’s all actually led to only a constructive communal expertise throughout 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 trade, our purchasers need a plan. They want a method to adapt and evolve and keep on high by what may very well be a really scary time. Once I take into consideration the way in which that we have to method our purchasers, we should be with them, we should be speaking to them, we should be out of the market with them and we should be understanding their issues, priorities, issues and we should be subsequent to them in making a plan that can assist them obtain success even throughout a recession.

Even throughout a world pandemic, we have to create flexibility, transparency, and openness between our two corporations and I believe the one means that we are able to do that’s by arming reps with every part they should know and getting them again available in the market quick. The one means to try this is to be sure that they’ll discover what they want and that once more they’ll discover what they want quick and that what they discover is latest, related, and high quality and that’s what Highspot does. It allows our reps to get good rapidly, get again in entrance of their purchasers, and be there and be the associate 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 help our groups, then our groups help our purchasers and our purchasers then help 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 admire 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 most effective associate we will be for you guys in return.

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

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