Sales Enablement: A Complete Guide (Importance, Strategies & More)

By: Paul Bookstaber
Writer, Salesblazer
November 14, 2023 | 12 min read

Sales enablement is all about training your reps to sell — and sell better. You coach them, educate them with content and certifications, and bring them together at events like sales kickoffs. It’s anything you can do to help them close more deals, faster.

Then the tough question comes: “Did it work?”

The pressure is on for sales leaders to create enablement that makes a real impact on revenue goals, and prove that it’s working. This guide will show you how. We’ll cover the ins and outs of sales enablement — what it is, why it matters, and how you can measure success with the help of sales software.

Sales enablement uses content, coaching, training, and technology to help reps onboard, improve their skills, and sell. Sales enablement leaders care about increasing productivity, making a business impact they can measure, and getting training programs out the door faster.

Sales is hard. Your reps often face a big, blank space at the beginning of a deal. Who are the stakeholders, what’s the strategy, and which deal details actually matter? They have to understand the problem and bring a solution for it. That’s why sales enablement is so important. Without education and guidance, sellers will struggle to advance prospects through the sales pipeline. Then, poof! There goes your revenue.

Here are some key challenges reps face, making the case for sales enablement.

Sellers are expected to be experts. In a June 2022 Salesforce survey, 74% of sellers said their jobs are becoming more consultative and less transactional. Sales reps have to better understand the product, the customer, and the market more deeply, so they bring more value to each conversation.

Sales in a hybrid world is challenging. In the same survey, 58% of sellers said virtual selling is harder than selling from an office. Yet only 29% are trained on how to do it. Sellers have to learn how to be as effective behind a screen as they are in the room.

With economic uncertainty, there’s less room for error. Market upheaval raises the stakes, and puts sellers under pressure to keep revenue from dropping. It’s not just about growth anymore, but effectiveness, too. Sellers need to do more with less.

Enablement to the rescue — if you put in the time. “Enablement in leading organizations is tasked with true capability building — and not simply relegated to onboarding and training,” the Harvard Business Review stated.

A strong sales enablement process lifts up the whole sales team — and the company with it. It connects sellers to other key players and departments, gets everyone singing about the product from the same song book, and helps sellers use their time effectively.

1. Alignment

Sales enablement informs sellers about every team that could potentially touch the sale in some shape or form. This could range from marketing and development to product and finance. Sellers learn more about the products from these other roles’ perspectives, while understanding how these roles can support the sale. Sellers can then align all these resources and knowledge to guide their customers smoothly through the sales process.

2. Consistency

Sales enablement trains sellers to speak the same company language. This doesn’t mean everyone is parroting identical words, but you’ve provided the foundational training for sellers to then put their own spin on it.

3. Efficiency

The payoff of sales enablement is that sellers can use their time more wisely and productively. With everything they need to know about the product in front of them, they can focus their energy on developing the types of relationships that close deals. Add sales enablement software with real-time success metrics and sellers can more easily tie their training to their day to day.

For many companies, sales enablement is a team effort, where leadership and sales groups work in tandem. Some larger companies have a sales enablement manager or similar role dedicated to all things sales enablement, like building training programs or updating guides.

If a team doesn’t have a sales enablement manager, then enablement falls to sales executives, like the vice president of sales. Sales operations leads would also play a role, helping turn leadership’s enablement vision into reality using the right processes and sales technology. The sales manager would be in charge of making sure reps complete enablement and engage in coaching, taking the training full circle by carrying it out in their daily work.

Stop creating generic training programs and hoping for the best. To succeed in sales enablement, start by identifying a specific and measurable revenue goal, and then develop training that brings you closer to reaching it. Track progress as sellers change their behavior, and adapt and learn as you pave your way to efficient growth.

1. Choose your enablement goal

You already wake up thinking about it. What’s that one key performance indicator (KPI) that’s threatening the business?

Consider these metrics.

Ramp time: This is how long it takes for new sales reps to onboard and reach full productivity. Reducing ramp time is critical to keeping your sales productivity high, even when experienced sales reps quit — taking all of their knowledge with them.

Win rate: This is the percentage of won deals in your pipeline. A high win rate means your sales reps are good at closing. A low win rate means too many of your deals evaporate into thin air.

Deal size: This is the average value of all deals closed. It might sound obvious that if you want more revenue, you should sell bigger deals. But often, companies don’t train sellers on how to increase deal size, whether it’s by matching customers with more expensive products or selling add-ons, upsells, and bundles.

Sales cycle length: This is how long it takes your sellers to turn a cold lead into a red-hot deal. Shortening your sales cycles is critical for driving efficiency and productivity. You want your sales reps closing more deals, faster.

Once you’ve identified the sales KPI you want to change, define a target goal. For example, if deal size is a problem, you might want to increase the average deal amount by 20% that quarter.

2. Define the behavior change you need

Once you have a goal, think about the seller behaviors that affect it. Using the example above, if your goal is to increase the average deal amount by 20%, then you could look at the biggest deals you’ve sold and examine the sales conversations that led up to them.

A sales call analysis tool can be pretty helpful here since it allows you to see conversation details, like how often certain keywords are used and in what context.

For example, you might learn that your biggest deals happen when sales reps sell on value rather than on price. To train your sellers to stop hammering on costs so much, you might set a goal to make 20% fewer sales calls this quarter that mention discounting.

3. Shape the new behavior with new training

Next, focus on building out the specific training that will drive the behavior change. In this example, you might create sales enablement content that helps your sellers understand what it really means to sell on value (for example, highlighting business benefits over cost savings). Then you might guide reps to handle objections with value rather than discounting at every stage of the sales process. Finally, you could schedule coaching sessions that give reps personal guidance if they start to slip.

Each of these training events can become a milestone that you can track as reps complete them. Bring this training into the daily work of a rep when you can, since it’s more efficient when they can learn and sell at the same time.

4. Adapt, learn, repeat

So how’s it going? On a regular basis (at least once a quarter), dig in to see how your enablement is working. Did your sellers hit their milestones? Did the behavior change make an impact? Maybe your hypothesis that value selling would increase deal size was wrong, or maybe the training itself wasn’t effective.

Identify what is or isn’t working. Then adjust to hit the mark. Whatever happened, you’re all the wiser for it, just in time to face a new quarter.

With the framework above in mind, you can start to outline your tactical sales enablement strategy. This roadmap will plot out how you’ll meet the goals you set in the previous section, layering on specific actions and measurable steps. For example, let’s keep with the goal of increasing your average deal size by 20% by the end of Q1, and see how to craft your strategy around that.

1. Establish who will build and maintain your sales enablement program

Use this step to assemble your team. If we’re aiming for a deal increase, who specifically on your team will you assign responsibilities to based on their expertise? Do they have the bandwidth to take this on? Do you need to bring in external resources? With our sample goal in mind, the head of sales with a background in coaching could be your frontrunner.

2. Determine how you’ll reach your enablement outcomes

Focus on the output. What is each team member expected to manage, produce, or communicate as part of the sales enablement strategy? What are the deliverables? What is the budget? In this case, the output could be creating a coaching session schedule.

3. Decide on the timing and pace to meet your strategy deadlines

What’s the timeline? How will you track progress? When will you analyze the results? This could be one session per week during Q4.

Scale your strategy based on how many goals you’re trying to achieve. Pair these planning steps with these best practices for building a well-oiled sales enablement machine.

Sales enablement should largely focus on making your training more data-driven, relevant, and personal. Here are four best practices for sales enablement to reach those goals.

Connect enablement and customer data with a CRM

Customer relationship management (CRM) software is your fuel. It gives you visibility into your data so you can see how individual reps are performing. Track sellers as they hit enablement milestones on their march toward their sales quota, and see how their behaviors are affecting your top-line goal.

Bring in sales technology that helps you make better use of your data. You can find solutions that lean on automation and AI to coach sellers based on that data. Then, train your sales reps in ways that work for their unique learning styles, giving them the information they need when they need it.

Onboard sellers in the flow of their work

In traditional onboarding, training tools are disconnected from the CRM (think stand-alone content libraries). The best practice today is to get reps selling even as they’re onboarding and learning, because speeding up ramp time will speed up revenue. When you do both in parallel, reps can check off milestones — like activities completed and meetings booked — as they move customers through the pipeline.

Train your reps in bites, not feasts

Stop providing sellers with enormous volumes of material. They get overwhelmed. Create bite-size learning modules and serve them up at just the right times. For example, a new rep who needs to send a quote to a customer could receive a CRM alert with easy-to-follow guidance on how to get the quote out the door faster, and how to follow up.

Create a library of sales enablement content to help your reps learn

Great enablement needs great content that delivers the right information at the right time. Here are common types you should consider for your own enablement program, and how they can be used:

• Customer stories: Documents that show why customers came to use your products and the benefits they’ve enjoyed.
• Product slide decks: Presentations on challenges, market trends, and product offerings for sales conversations.
• E-books: A downloadable guide for customers that typically focuses on high-level challenges and trends.
• Datasheets: A list of the nuts and bolts of a certain product, from use cases to features to results.
• Product demos: Videos and presentations that walk through key features.
• Competitive intelligence: Competitor research to help you understand where you fit into the market and how you stand out.

There will always be a place for good old-fashioned content — even as sales enablement goes digital. The trick is to create a diversity of content to fit different learning styles and topics, then serve it up when it’s needed most. Technology can help. Below, we share important sales enablement tools that will get you going.

A lot of businesses are reimagining the possibilities of what technology can take on. They’re putting the seller’s focus back on the human element — and letting automation handle the rest. They’re also keen to break down barriers between sales and enablement, and bring them together into the same flow of work. That’s why a sales enablement toolkit should combine CRM data, sales enablement software, and tools for call coaching and learning management.

Let’s take a closer look at critical sales enablement tools.

🔎 CRM software

A CRM gives you one single place to track customer data and spot opportunities and risks in the pipeline. When you automate the flow of this customer data and connect it to enablement tools, you can embed revenue milestones that auto-complete as reps hit them. Dashboards and reports let you see who’s on track.

📈 Sales enablement tool

At its core, a sales enablement platform manages and tracks all of the training and coaching a sales team needs. The best sales enablement solutions enable sellers to learn and onboard in the same place where they sell. You should also be able to build an enablement program that targets the KPIs you want to improve. From there, structure content and activities into step-by-step training that shows your reps what to do every day.

📞 Call coaching tool

A call recording and coaching tool can help you find coachable moments in sales conversations that you can use for training. The same tool can also help you track behavior change. For example, you might set an enablement milestone for making 10 sales calls that mention your new product bundle to help increase deal size. Call coaching tools help you track keywords that show you whether you’re making progress toward the goal.

💡 Learning management tool

A learning tool should educate your sellers around new products, market conditions, and ways of selling. Certifications and interactive elements like gamification (literally mimicking a video game) can sweeten the deal.

The question in sales enablement has changed. It used to be: “What are we teaching our reps?” Now it’s: “What business value are we creating with our training?”

To find the answer, build a program that has a goal in its sights. Focus on changing seller behavior to move the right needle. Roll out the automation-powered technology that can scale your enablement teams’ efforts.

Build a path from effort to results. Faint at first, it will deepen and strengthen as your sellers walk it.

“How can sales enablement software help?”

Sales enablement software can refer to any technology or apps that are designed to help your team engage prospects more effectively. These include tools like CRMs, AI sales agents, and analytic software to boost productivity. Sales enablement tools align efforts from across the organization – from sales, customer service, and marketing – for visibility and tracking while also decreasing onboarding time for new reps, so they can hit the ground running.

How does sales enablement differ from sales training?

Sales training focuses on developing specific skills and knowledge for sales reps, while enablement encompasses a broader scope that includes tools, content, and ongoing support. Training is typically a one-off event provided by managers and leadership (or more recently, AI sales agents for coaching), while enablement involves the continuous development of material integrated into daily sales workflows.

What's the difference between sales enablement and revenue enablement?

Sales enablement focuses more specifically on equipping sales teams with the resources and material they need to close deals, whereas revenue enablement is a more holistic, less pointed approach. Revenue enablement aims to optimize the entire revenue-generating process across all customer-facing departments. Revenue enablement aligns sales, marketing, and customer service to improve the customer experience, while sales enablement is a component of this broader revenue enablement strategy.