Client success and sales teams need to communicate effectively to create an excellent customer experience and close new business. Rather than relying on emails, in-person meetings, and redundant, one-on-one conversations, online training software can provide a consistent, efficient avenue for scaled peer-to-peer training.
Peer-to-Peer training benefits
When peers train each other, great things happen. Such as:
- Increase job-based knowledge
- Build relationships with peers
- Reduces in-person training budget
- Instills self-confidence in the trainer
How to
It’s much easier to talk the talk than walk the walk when it comes to employee training, but here are three ideas that we have internally used to help collaboratively grow each other into a better unit, specifically with our sales and client success teams.
1. Individual stories
Each week, have key members of both teams create stories of their best customer interaction and their worst customer interaction. Each team member should be responsible for learning at least two best and two worst stories from the other team.
2. Trends
Each month, both teams should identify trends in current and new business that are leading indicators of success. Once each team has gathered the trends, assign one new teacher from each team for each month to write a lesson about the insights for the other team. Each team should then learn about the trends from the other team.
3. Cross-functional topics
Client Success can train Sales about:
- Accurate level of output for expectations
- Developing life-cycle-long relationships
- Information gathering for future interactions
- Target customer data
Sales can train Client Success about:
- Closing the deal for upsells and renewals
- Presentation skills training and communication skills training
- Expectations desired by prospects
- Current offers and promotions
Check out how sales teams learn with Lessonly here.
