In all companies with a sales force, a very important process is Onboarding, the incorporation of new salespeople into our team. It is a delicate process but at the same time it can become an opportunity if carried out correctly and taking advantage of all our resources. Starting off on the right foot is essential.

Achieving a good start allows a good and rapid adaptation to the company, its culture, as well as to good habits. To do this we must ensure that they receive all the information so that their entry into the organisation is satisfactory for all parties. That they understand our objectives, that they have all their tools ready (computer, Tablet, email…), that they share our methods and that they integrate quickly into the machinery.

Less face-to-face, more technology

It is true that in COVID times the onboarding dynamics, previously very focused on face-to-face interaction, can become complicated. Meetings with the entire sales team have very often been transformed into video conferences that limit free and fluid interaction among our team. Coffees or lunches have become very complicated for everyone, and group dynamics have too often been set aside due to the restrictions caused by the pandemic.

To counteract all this, we need more than ever for the new pieces in the sales team to have at their disposal from the very first minute good work tools, methodology, coordination and learning. In this way, group or area coordinators will be able to control and help new salespeople more effectively and instantly, and we will not have to wait for weekly or monthly meetings to resolve any doubts.

Continuous learning process

To be proactive –both company and workers– it is clear that we need to have the entire sales process digitalised, and if this is not the case we need some Smart Sales tool or Sales Enablement. In this way the worker will be able to get to know the company, all the products and their families, the customers and their geographical areas. They will also be able to acquire knowledge through all the marketing materials that they have at their disposal from the very first minute, without the need to physically receive folders, dossiers and catalogues. Simply by clicking on their application.