• This Blog Is Inactive!

    On of May 8, 2009, I moved my blog over to a new domain: DaveSteinsBlog.ESResearch.com

    I will no longer be posting on this URL. Comments will not be moderated. More information.

  • ESR’s STVG

    Here is ESR's highly acclaimed Sales Training Vendor Guide, Third Edition.

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Webinar: Sales Training – The Independent Expert’s View

The TAS Group has invited me to deliver a complimentary webinar next Wednesday, April 8th, at 1:00 pm EDT.  During the webinar, I’ll be sharing ES Research Group’s latest findings about trends in sales training and sales training providers from ESR’s Sales Training Vendor Guide, Third Edition, which will be published next week.

  • How to get funding for sales training in a down economy.
  • What comes first, CRM system, Sales 2.0, or sales methodology?
  • Should you engage with a sales training provider, employ internal resources or wait until times get better?
  • Why classroom-based training isn’t getting the job done anymore.
  • How leading training companies are leveraging sales-enablement technology.
  • The 2009 ESR/Arena™—what is it and what value does it bring to companies seeking sales training solutions?

Please join me for this event.

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My Interview with SMT

I was recently interviewed by Lori Champion from SMT (The Professional Society for Sales & Marketing Training) as part of the ramp-up for their annual conference in Orlando October 14 – 16, 2009.  I’ll be keynoting at the event.  The topic will be Sales Excellence 2012: Overcoming Tough Obstacles,  Achieving Measurable Results.

Lori’s interview begins:

What do a CEO, a Trumpet player, a computer software programmer, a VP of Sales, and an expert in landing “very big contracts” have in common? They describe the background of one man and he is Dave Stein! Let’s add “Opening Key Note Speaker” to the list. He is, after all the Key Note for SMT’s 2009 annual conference in Orlando, Florida this October.

I had the privilege of sitting down and speaking with Dave about a week ago. I wanted to find out more about this very versatile CEO who will be addressing us this fall.

Dave Stein is the CEO and Founder of Massachusetts based ES Research Group, Inc. (ESR) which provides Gartner-style, independent advice about sales training programs, sales performance improvement tools and approaches. It also does  evaluations and comparisons of the companies that provide them.

Read the rest of the interview here.

ESR’s Approach For A Sales Performance Improvement Initiative

As ESR is completing our Sales Training Vendor Guide we are updating a number of our models.  Here is a presentation of our sales training approach model that we deliver to project teams tasked with finding, evaluating, and selecting sales training companies. The content is based upon work we’ve done with clients during the past two years.

As you can see, the process is considerably more comprehensive than you might think. Clients ask us, “Do we really have to do all this just to do some sales training?” Our answer is, “Only if you want it to work.” (Thanks, John Zobel.)

Here’s another taste of what’s in our Guide:



If you’d like to speak with us about how we support our clients through this process, let me know.

Resources: 

The Economy Is Down, So It’s Webinar Time!

I’ve delivered lots of webinars over the years, working with all the well-know providers and others as well.  With only two exceptions where the audio was lost for all the participants, I’ve had very good experiences.  That’s not by accident.  My content is always relevant to the audience, I rehearse, I’m facile with the technology, I understand the medium, and I always use a checklist to make certain I don’t forget something.

I’ve delivered a few webinars with Boston Conferencing.  They really impressed me with their professionalism, the quality of the technology, and their turnkey approach.  In fact, I’ve got a webinar coming up with FranklinCovey Sales Performance Group on Wednesday, March 11, 1:00 pm ET — Strategies For Getting Your Customers Through the Financial Crisis. (Disclosure: I’ll be delivering a webinar for pay with Boston Conferencing in July.)

So in these times of reduced travel, I asked Boston Conferencing President, Dave Will, to help us make better use of this medium.


Dave Stein: Web conferencing has been around for a decade or so. What’s changed in the past few years with respect to the technology?

Dave Will: Actually the biggest change has not been with the technology as much as with the integration into day to day business processes. A decade ago, very few organizations outside of the technology sector were using web conferencing. Even 2 – 3 years ago we found that a lot of organizations were still trying to identify if webinars were a worthwhile marketing/training tool. Now webinars are a line item in the budget. The decision has been made and the vast majority of organizations have incorporated them into their business. The question has changed from “should we do it” to “when and how do we get it done.” It is no longer a competitive advantage to run webinars. It’s a “must-have” in order to keep up.

But to answer the question more directly, web conferencing technology is doing a better job of streaming video and audio over the internet. It’s also come a long way in providing simple one-click entry to events. Webinars and Web Conferencing are no longer for the tech companies or the geeks. It’s a common tool in all organizations. One more change is that there are tons of small unknown software tools in the market that may or may not be good for business use. What has not changed is that the major “industrial-strength” conferencing tools are still Microsoft LiveMeeting and WebEx. Continue reading

SmartDraw. Nice!

cautionThe folks at SmartDraw sent me a review copy of their business graphics package.  I love good software.  This is good software.  I rendered that “No Sales Tips” sign in the left column in less than five minutes from an existing template.

I seem to be in sign mode these days.  The one on the right I used in my keynote last Friday in Dallas.  The whole slide.  Big screen.  Powerful.  Only took five minutes, to create as well.  I always create my own presentations for my speeches and webinars.  They’re all custom, and I try to break out of the traditional boring title-and-four-bullets style.  See slide below…sales-effectiveness-2012

For anyone who does their own presentations, SmartDraw gets the job done quickly.  There are a ton (how many megabytes in a ton?) of templates—signs (of course), charts, maps, mind maps, org charts, project management, strategic planning, timelines, flowcharts, etc., etc.

There is a single button that pushes your graphic into your open Powerpoint presentation.  You can export your graphic as desired as well.

I see there is a free download and a promotion until Feb. 17th.  If you don’t do your own presentations, maybe you should pass this post on to the person that does them for you.

The Care, Feeding (and Training) of Salespeople

Brian Lambert of ASTD hosted a webinar this week where I presented The Care, Feeding (and Training) of Salespeople.  It’s targeted at learning and training organizations leaders and managers.

Registration will get you access to an archive of the event.