Picking the Right Social Selling Training: A Cheat Sheet

Social selling training is on the agenda for B-to-B sellers in 2014. Sales reps and dealers are under increasing pressure to speed-up prospecting using LinkedIn, blogs, Twitter and more. But how can you choose the best social selling training or trainer for your organization?

Social selling training is on the agenda for B-to-B sellers in 2014. Sales reps and dealers are under increasing pressure to speed-up prospecting using LinkedIn, blogs, Twitter and more. But how can you choose the best social selling training or trainer for your organization?

Here’s where to start. Follow these steps to make the best decision. Plus, I’ll show you a way to make sure you, personally, benefit in the eyes of your boss.

7 Point Social Selling Checklist

  1. Create selection criteria and request for proposal email.
  2. “Short-list” candidates and solicit proposals.
  3. Review proposals.
  4. Interview best candidates & check references.
  5. Negotiate, review and sign contract.
  6. Assess your team.
  7. Start the training and report effectiveness.

Want to get started on this process? Print-off this Social Selling Training Cheat Sheet PDF. (No registration needed)

Selection Criteria
Will your sellers learn social selling tactics or will they start doing? Only consider training that:

  • teaches a practical, repeatable system based in traditional copywriting skills,
  • helps sellers take “first steps” to apply the system,
  • promises outcomes like more appointments & more response for sellers, in less time.

The more you stick with the above criteria the more you’ll be able to measure the performance of your training investment.

When considering what social selling trainer is best for you consider the instructional design. Only invest in training that:

  • includes worksheets that get sellers DO-ing, (not just learning)
  • is directly relevant to current challenges, goals and ambitions of your sellers,
  • focuses on a balance of platform (eg. LinkedIn) and prospecting tactics and

Beware of social selling training promising outcomes other than measurable increases in response to—and appointments with—your reps and dealers. Hire a trainer who measures his/her own success based on sellers taking action. (not merely repeating what they learned)

Place all of your criteria in a short, focused request for proposal (RFP) email. You’ll put this list of requirements to work in the next step.

Cost and Delivery of Training
Overall quality of the trainer, skills the training will develop and delivery of the training. These factors drive cost.

If your team is geographically disbursed an online training will be most cost effective. Are your sellers ambitious do-ers? Will they actually make time for the training? If so, a self-paced, “home study” program may work.

If your sellers will be reluctant to take the training, mandate attendance from your sales leader. Also, choose to deliver training using a live Webinar format. Make the training assignable to a date on their calendar.

Short-List Candidates
Using Google and LinkedIn search, scan the horizon for training candidates. Identify a short-list of potential social selling training trainers.

Use your selection criteria to solicit proposals from trainers. If you don’t wish to mail out a formal RFP, no problem. Use your selection criteria as a guide to identify the most capable vendors.

Review Proposals: The 3 ‘Must Have’ Components
Effective social selling training must result in sellers getting better response from prospects, faster. Make sure training you invest in focuses on a process that creates:

  • attention from a targeted group of potential buyers,
  • engagement that is provocative enough to spark
  • response—conversation that generates a lead or sale.

Choose a social selling trainer that basis his/her training in direct response copywriting that helps get more attention, engagement and appointments.

Assess: Make Sure You Succeed
Make your social selling training relevant and effective. Start with an assessment. Discover your team’s strengths, weaknesses and challenges—right now.

Require your social selling trainer to perform a low-cost assessment to guarantee your success and avoid disaster.

Make sure the assessment:

  • justifies your investment,
  • identifies and sets performance metrics,
  • uncovers current attitudes & experiences with tools like LinkedIn,
  • identifies both resistance to social selling and early adopters.

Identifying early adopters will insure success in the eyes of your boss. By finding reps and dealers eager to sharpen their skills you can focus the training on increasing their success (and reporting back to the boss on it).

You can stack the deck in your favor!

How to Avoid Failure
One of the most common reasons social selling and/or LinkedIn training fails is lack of focus on how to get response. Make sure your training provides more than how-to lessons on managing LinkedIn’s privacy settings and controls.

The primary goal of your training should be earning more appointments by increasing response.

When interviewing final candidates ask them for references who can tell you how their sellers are generating more response after the training.

Do you have more questions about investing in social selling training? Let me know in comments or send me an email. I’ll be glad to help! Or print-off this Social Selling Training Cheat Sheet PDF. (No registration needed)

Beware of Dubious Data Providers: A 9-Point Checklist

Are you hounded by email pitches offering access to all kinds of prospective business targets? I am, and I hate it. As a B-to-B marketer, I am always interested in new customer data sources, so I feel compelled to at least give them a listen. So, over time, I have come up with a nine-point assessment strategy to help marketers determine the likely legitimacy of a potential vendor, using approaches that can be replicated by anyone, at arm’s length.

Are you hounded by email pitches offering access to all kinds of prospective business targets? I am, and I hate it. As a B-to-B marketer, I am always interested in new customer data sources, so I feel compelled to at least give them a listen. But when I ask a few questions—like where their data comes from—answers come back like “A variety of sources” or “Sorry, that’s our intellectual property.” So, over time, I have come up with a nine-point assessment strategy to help marketers determine the likely legitimacy of a potential vendor, using approaches that can be replicated by anyone, at arm’s length.

Of course a lot of these emails are simply fraudulent. Early on, I stumbled upon an anonymous blog that reports on the most egregious of these emailers and connects them to unscrupulous spammers tracked by Spamhaus. It’s pretty hilarious to learn that many of these data sellers are complete fakes, sending identical emails from fake companies and fake addresses.

If you want to just delete them all as a matter of course, that’s a reasonable strategy. Myself, I’ve been throwing them in a folder called “suspicious data providers,” and every so often, I dig in to see if there’s any wheat among the chaff. And that is where this checklist was born.

I got some ideas from two colleagues who have written helpfully on this problem. Tim Slevin provides a nice 3-point assessment approach in the SLMA blog, where he recommends checking out the vendors’ physical address, researching them on LinkedIn, and asking them for a data sample so specific that you can tell whether their product is any good. All terrific ideas, which I have gladly incorporated in my approach.

Ken Magill, who writes an amusing and informative publication on email marketing, tackled this subject on behalf of one of his readers, who had unhappily prepaid for an email list that didn’t arrive. “You’re never going to see that $3000 again,” says Ken to the sucker. Ken offers a dozen or so red flags to look for when considering buying email addresses—and I have picked up some of his ideas, too. Magill wraps up his discussion with: “If you suspect you’d have trouble serving them with court papers, do not do business with them.”

So, to get to the point, here is my list of yes/no questions, which can be examined fairly easily, without any direct contact with the vendor.

  1. Do they have a website you can visit?
  2. Do they provide a physical business address?
  3. Do they have a company page on LinkedIn?
  4. Are the names of the management team provided on the website?
  5. Is there a client list on the website?
  6. Is there a testimonial on the website with a real name attached?
  7. Do they claim some kind of guaranteed level of accuracy for their data?
  8. Do they require 100 percent pre-payment?
  9. Is the sales rep using a Gmail or other email address unrelated to the company name?

For question Nos. 7, 8 and 9, a “no” is the right answer. For the first six, “yes” is what you’re looking for. I’d say that any vendor who gets more than one or two wrong answers should be avoided. Any other ideas out there?

A version of this article appeared in Biznology, the digital marketing blog.