How to Put Together an Effective Sales Rollout Plan for Video


June 15, 2020·four min learn

Got your workforce on board with utilizing video? Now it is time to implement it. Learn how to put collectively a complete gross sales rollout plan for video to drive adoption and guarantee success.

Once your gross sales group is bought on the thought of utilizing video, it’s up to you to get everybody utilizing—and succeeding with—it.

Create an in depth gross sales rollout plan, launch it, measure it, and incorporate suggestions.

  1. Contents
  2. 1.Create Your Sales Rollout Plan for Video
  3. 1.1Identify the Teams That Will Drive Adoption
  4. 1.2Identify One or Two Initial Use Cases for Sales Videos
  5. 1.threeSet Organizational Expectations
  6. 1.fourLeave Time for Learning and Experimentation
  7. 1.5Create Channels for Feedback
  8. 1.6Identify Major Milestones within the Rollout
  9. 2.Resources for Sales Reps to Get Started Using Video
  10. three.Want to Build a Video-First Sales Culture?
  11. four.Practice Until Video Becomes Second Nature
  12. 5.Time to Get Started

Create Your Sales Rollout Plan for Video

Putting collectively a gross sales rollout plan is an important a part of launching a brand new device to the workforce and video isn’t any exception.

Identify the Teams That Will Drive Adoption

Start out by itemizing the first roles who will use video, comparable to gross sales reps and their managers, in addition to secondary roles who will want to be concerned.

Other groups and roles who want to be concerned will doubtless embrace:

  • IT Support: An integration contact who will combine the video device with the CRM and advertising platform
  • Marketing Support: The workforce will design branded sharing pages, video CTAs, and starter video content material for reps to share

Identify keen members in every group who can act as champions and assist lead others.

Identify One or Two Initial Use Cases for Sales Videos

Video is flexible, however don’t overwhelm your workforce. Select one or two video promoting use instances to begin with, comparable to prospecting or proposal evaluate, and the codecs that go well with them, comparable to webcam and display share recordings.

Start with these, then scale up as soon as they’re profitable.

HubSpot’s Tips for Rolling Video Out to a Global Sales Org

Morgan Jacobson, Principal Manager of Sales Strategy and Systems at HubSpot, shared just a few recommendations on driving video adoption in a workforce unfold throughout 5 continents.

  1. Video may be helpful for each prospecting and deal development. Map out your typical gross sales course of after which map out the kind of movies chances are you’ll use and embed them on the proper factors within the purchaser’s journey.
  2. Create evergreen content material. These are movies you’ll give you the option to use again and again.
  3. Demo the usage of video to your gross sales workforce in three acts: 1) Why use video; 2) How to use video; and three) The outcomes they’ll obtain utilizing video.

Learn extra about course of Morgan used to implement video at HubSpot on this case examine.

Set Organizational Expectations

Set a aim for the variety of movies you anticipate reps to ship every week. Start sluggish and account for some ramp-up time to permit reps to develop snug utilizing video. If your group makes use of a factors system for monitoring rep exercise, assign factors to creating movies and provides them extra weight throughout the rollout.

Leave Time for Learning and Experimentation

Adopting a brand new apply might create a brief dip in reps’ productiveness, and your plan ought to account for that. If reps are anticipated to make 50 calls per day, they’ll’t hold that up and do an excellent job of studying video.

Create Channels for Feedback

Give reps and managers a spot the place they can provide suggestions on the video program and the rollout. This may be so simple as a shared Google Doc and as complicated as a formalized survey.

Identify Major Milestones within the Rollout

Set expectations for how a lot video you need your workforce to create and the influence you need it to have within the first 30 days, six months, one 12 months, and past.

Use these milestones as check-ins to determine whether or not to scale up your video program. For instance, because the workforce efficiently adopts video, improve the variety of video use instances, the variety of groups utilizing video, and the variety of movies anticipated per rep.

Sales has at all times been about combining artwork and science. If you might be including video to your trendy promoting toolkit, you want to hold that in thoughts. From a science perspective, your system should embrace: what forms of movies to create, when to think about using them throughout the gross sales course of, and finest practices for issues like video codecs, size, and thumbnail photographs. But on the artwork aspect, you’ll need to let your artistic aspect fly free and to guarantee your character shines by. Science + Art + Modern Selling = More Revenue!

Trish BertuzziBridge GroupFounder and CEO

Resources for Sales Reps to Get Started Using Video

The simpler you make it for your reps to get began and achieve success with video, the higher your shot at getting them to do it.

These are some things you may want to contemplate providing to your workforce as a part of your video rollout.

Sample Messaging: Involve management and the advertising workforce in crafting video scripts and templates that talk to consumers’ wants.

Sample Video Messaging: Video Scripts and Email Templates

Sales Video Scripts and Email Templates Sample Video Messaging: Video Scripts and Email Templates Use confirmed formulation to create gross sales movies that get outcomes. Get video scripts and e-mail templates that work. Download Now