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Virtual Sales Kickoffs: A Playbook for Skilling Up Your Teams
Here's how to build a virtual sales kickoff that educates and energizes your team for the year ahead.
The whole point of a sales kickoff is bringing your team together to get them ready to sell. Well, now bringing people together isn’t so easy. How do you recapture the same magic — the same collaboration, the same activation — when you’re up against a new and virtual reality?
Don’t just take what worked in person and move it online. Instead, take a step back and reimagine your kickoff entirely, as something that’s digital-first. Virtual learning and team-building is still possible. In this guide, we’ll show you how to achieve all the same goals you achieved in person — only now, remotely.
- Celebrating wins
- Forging connections
- Filling up on inspiration
- Rallying around new initiatives
- Beginning a fresh and powerful 2021
At Salesforce, our sales kickoffs last a full week with multiple keynotes and breakout sessions. At other companies, the sales kickoff might be a single two-hour session. For the purposes of this guide, we refer to sessions as part of a larger kickoff event. But if your kickoff is one session, you can still use many of these tips and strategies to make it memorable.
Navigate this guide
Identify your goals
“We refreshed our shared values this year. Who knew that this was going to be so critically important in a year like COVID in the circumstances and the challenges that we’ve had?”
Involve the right people
Create the ideal agenda
We get it. Prioritizing agenda items is a tough task. At Salesforce, we aim to create the right mix of culture, celebration, and inspiration across our sessions.
Consider polling your organization to see what subjects are top of mind. Are they interested in learning soft skills like empathy? Do they need a better understanding of sales cadences? At Salesforce, we conduct discovery sessions with our account executives and product marketing to identify challenges and needs facing our salespeople. That’s how we ensure that our kickoffs address their pain points and foster meaningful growth.
The ideal virtual kickoff agenda should:
- Stay true to your goals
- Give participants something to do and share each day
- Create a balance between product enablement, selling skills, and customer acumen
- Include bite-sized chunks of content with time for reflection
- Inspire people with amazing energy and motivation
- Keep people engaged remotely