How do we measure training? It’s a question I hear frequently from my prospective Pinnacle Performance clients. By that they mean, “we’ve budgeted X amount of dollars for sales and/or customer service training, how do we measure our results and ensure we receive a worthwhile return on our investment?”
That is a great question, one I would no doubt ask if it were I in their position.
An obvious answer is to track and record sales results, close rates, customer appointments and other key performance metrics prior to training and then compare them to the results after training. While that is certainly recommended and should be charted throughout the course of any training implementation, this method does little to let you know how you stand in real time.
The best way to measure the effectiveness of training and employee’s sales performance is to monitor activity at the point-of-sale.
There are two point-of-sale areas that business owners should be monitoring on a day-to-day basis; face-to-face and telephone interactions.
For an objective look at employee performance in face-to-face interactions, I highly recommend contracting the services of a professional mystery shopping company. A high-caliber mystery shop company will use well-trained “secret shoppers” to provide you with an accurate picture of the customers perspective while conducting business with your company. Over my 10 years in the training industry, I have had experience with both very good and a few not-so-good mystery shop companies. If you’re looking for a recommendation, email me with your company website and contact info at email@example.com and I’ll provide my best choice for your consideration.
Then there’s the phone. As detailed in my Top 3 Reasons Why Phone Skills Training Is Most Important In Sales article, for business’s that sell both face-to-face and on-the-phone, phone skills is the most important area of employee development.
The best way to manage employee performance on the phone is to record and evaluate actual customer calls. While call-in mystery shops can be useful to establish a baseline and determine if employees are performing their selling fundamentals, these scripted interactions simply don’t have the spontaneity and challenge employees the way genuine customer calls do.
I am quite familiar with the companies that provide call recording services and have found none better than my resource partners at Convirza (formerly LogMyCalls). For ease of operation, recording and tracking capabilities, scorecard administration and reporting analytics their program is simply top notch and my recommendation for all my Pinnacle Performance clients.
BEEN THERE NOT DOING THAT
It’s important to note that many companies are already recording their customer calls. If so, you’re only halfway there. The other half – the more important half – is monitoring and evaluating those calls on how well employees are meeting, or not meeting, the established selling system.
In the case of my clients, industry-specific scorecards are created to evaluate and measure every element of the Pinnacle Performance sales/customer service model as tailored for the business. Armed with the evaluation data, we can then pinpoint precisely where an employee is weak or missing key elements and provide the coaching to improve sales/customer service performance in real time!
As renowned management consultant Peter Drucker once said: “If you can’t measure it, you can’t manage it.” That is certainly true of sales/customer service training and there’s no better way than evaluating employees real-time performance at the point-of-sale.
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Steve Ferrante is the CEO & Trainer of Champions of Sale Away LLC., providing Pinnacle Performance Sales, Customer Service and Leadership training, speaking and professional development services to success-driven businesses throughout North America. For more information on Steve and Pinnacle Performance services for your team visit saleawayllc.com
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