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How to Introduce Your Remote Sales Team to New Sales Automation Tools

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So you found a handful of ideal tools that will elevate the game of your remote sales team. How are you planning to introduce it to your team?

During the work-from-home era, introducing a set of new tools to your remote team can be a bit daunting. As everyone in your remote sales team will not be a tech geek, they may hesitate to adopt the new tools. And other limiting factors in adopting new sales automation tools can be the lack of documentation or tutorials on the tools, absence of fluid synchronization between team members, and more.

Sure, introducing your remote sales team with brand new sales automation tools can be challenging at first. But after a matter of time, your organization will start to see the advantages of the tools you welcomed.

Here’s how to introduce your remote sales team to new sales automation tools:

Spread “The Change” Buzzword Early and Carefully Listen to Feedback

Don’t just tell your remote workers that the change is coming; explain why the change (in our case, tools) is necessary for the company and how it will serve us in the future. Inspire your people by presenting them with the big picture and how the new sales automation tools you have picked will assist it.

Empower the leaders and managers to lead the change and spread accordingly to the employees. If your managers and leaders will emphasize on the new tools, your employees will automatically start seeing it as a necessary change.

After you are done spreading “the change” buzzword early, you’ll have to start listening to the feedback. Leaders, managers, and employees will provide their feedback and ask questions related to the tools. Answering queries and appreciating their feedback will make them lean towards the change and feel supported in it.

Create a Detailed Document of the Tools and Outline Their Purpose, Prerequisites, Tutorials and More

After you are done spreading “the change” and listening to feedback, it’s time to create a detailed document of the tools. The document must carefully outline all the information related to the tools.

In your document file, outline the purpose, prerequisites, and tutorials of the tools. Sketching the purpose of the tools will help your leaders, managers, and employees to see what purpose is being served by the tools. Penning down the prerequisites of tools will give your remote team an idea of what’s required to run these tools and how they are going to tackle them.

After that, the document must enlist some tutorials related to the tools. It will help the remote team to get started with the tools and easily learn them without any problem. All in all, the detailed document of the tools will highlight everything for your remote team and make them comfortable to get going.

Hold Training Sessions

When your remote team is well-trained with the new tools you have introduced in the sales funnel, they’ll make the most out of them. But for that, they must be trained.

Invest your time in holding training sessions for your team so they can get their hands on the new tools. Organize sessions weekly and allow capable minds to volunteer. This way, they’ll impact the whole team, and everyone will feel involved.

Next up, check in regularly on the progress of how your team members are absorbing the knowledge from the training sessions. Collect questions and encourage them to provide feedback so that the sessions can benefit everyone members of the team.

Last and one of the most important things to consider while holding a training session is to adapt the training to different types of learners. Not all people fall into one category of learning. We all are different when it comes to absorbing information. So you must consider more than one option for training initiatives while holding training sessions for the tools you are introducing to the remote sales team. Try mixing the training materials between videos, reading, presenting, and practical tasks.

Illustrate How Tools Will Enhance Productivity

Nobody likes to learn a tool that can’t promise a high return. The same goes for your remote sales team. In order to attract and get them into learning new tools, you must illustrate how the tools will enhance productivity.

Sketch a convenient landscape that will help your remote sales team to understand how the tools will enhance productivity. Listing down the straight facts and figures of how the tools will enhance the productivity of their work will also come in handy in convincing. Apart from productivity, alarming your remote team about the ease of use and user-friendliness of tools will also convince them to transition smoothly.

For instance, Callingly is a lead response management software that easily gets integrated with any form, website, or CRM and handles everything on its own. Whenever a new lead comes in, Callingly automatically calls your sales team. After the call, recording and analytics are synced to your CRM, website, or form. All you need to is set up Callingly, and then you are free from all the non-sales related tasks.

Map Out Expectations and Timetable for Adoption

Lastly, mapping out expectations and timetable for adoption will give your remote team clarity and reassurance around the new tools. This will guide them to set their approach according to what you have listed down in the timetable and expectation column for new tools.

Your expectation map and timetable should include training sessions, transition period, demo sessions, and everything in between. By looking at the expectation map and timetable, your remote team will be able to settle and transition themselves more quickly and efficiently.

Things like unnecessary pressure, workload, and loss of productivity, will not get in your remote team’s way once you have mapped out the expectations and timetable for the new tools.

Introducing your remote sales team with a set of new sales automation tools will come in handy if you’ll follow the steps that we have portrayed. We admit that transitioning your remote team to a whole new set of tools isn’t a piece of cake. But it’s worth it if you have found just the right solutions for your sales team. 

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