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Remote Call Coaching - Never Been Easier!

Posted by Cindy Littlefield on Thu, Jul 07, 2011
 

 
Today, Inside Sales leaders are increasingly facing the challenge of managing remote teams. Technology is making managing easier, but coaching remains a challenge.

Many first-line managers wonder:

How in the world am I going coach and mentor my team if I’m not sitting next to them, or in the same city or time zone for that matter?

Just the other day I saw this question on the AA-ISP message board:

I'm home based with an inside sales team out of one of our offices 2000 miles away. I'm not able to listen in on their calls unless we conference call. Is there a SaaS solution that we can use so that I can virtually "Y-jack"?

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Well, there’s a simple and often overlooked answer. So simple and so cost effective that no one is going to tell you it’s not in the budget! - Skype.

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Recently, I was working with a young, growth mode startup on coaching their sales team. Day 1, I showed up at their hip office space with my y-cord and headset to “double jack” in and listen to calls. But wait; there was not a single phone in sight. The entire company was using Skype to make their outbound calls.

So when it was time for me to call coach the team, I asked, “How are we going to do this?” I was handed a USB headset, I fired up Skype (which I already had installed for video conferencing with a past client) and within 10 seconds I was on a call with a salesperson and their prospect.

How was this done?

  1. From within Skype, Ted the Sales Rep called my Skype account
  2. I answered, clicked the mute button and then Ted called the prospect
    (It's extremely easy to add people to the call)
  3. The prospect picked up the phone & bingo I was listening to a live call

I was able to coach Ted in real time and make suggestions using the IM feature. Isn’t that the coolest thing?

Today, from my home office, I was able to sit in on a demo and coach using Skype. When the call was done, I was able to offer instant feedback without hanging up.

Then, we were able to go right to the next call. I asked a few questions to find out Ted’s goals for the call and what tactics he was going to use. He made the call and away we went. Couple that with being able to see how he uses CRM (we use Glance for screen sharing) and you have a very effective and powerful coaching session!

Here’s the quick process to call coach via Skype

  • Install Skype & purchase good USB headsets
  • Make sure the Rep is prepared with a variety of calls to make: first time calls, follow up calls, demos, etc.
  • Launch Glance or some other screen sharing technology
  • Have the Rep call you and describe the objective of the call
  • With you still on the line, the Rep dials the prospect and engages
  • You can provide instant feedback via IM
  • And, at the end of the call debrief in more detail
  • Rinse and repeat!

No budget breaking with this one - all quick returns. So let’s get coaching!
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I’d love to hear any other ideas & experiences with remote coaching. Please feel free to share!

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COMMENTS

This method makes alot of sense to me, but I have been on a number of calls where the phone cuts out frequently, disconnects or picks up echo-y feedback because the person is using skype. I'm not convinced it's a reliable service for sales, but it's possible I was speaking to people who didn't have a great headset. So I'd give it a shot, with caution, and get a great headset to start.

posted @ Thursday, July 07, 2011 8:59 AM by Melissa Centrella


@Mike - I totally forgot that you were in the vanguard of the desk-phone-less outbound ninjas. Looks like we, the early adopters, are catching up to you, Mr. Innovator.

posted @ Thursday, July 07, 2011 9:03 AM by Matt


@Melissa, Thanks for your input. I have been using Skype for a few months now and have experienced what you mentioned only a very few times. So few in fact that I am now using Skype for most of my own calls.

posted @ Thursday, July 07, 2011 9:12 AM by Cindy Littlefield


I would be careful about using Skype for business purposes, especially if you're discussing a client's financials or operational details. Its notoriously easy to hack and the German government has already caught German intelligence and other intelligence agencies recording not only the metrics of the conversation (duration, routing points, out-bound and in-bound locations), but also conversational content.  
 
VOIP is a great tool, but for sensitive conversations, I would use a paid service like Vonage can have encryption software added to its program to protect yourself and clients

posted @ Thursday, July 07, 2011 10:41 AM by Ryan


There has been an explosion of video communication devices lately. With Google+ you can talk with multiple people at once. Also, it was just announced that Facebook will have a new video chat feature coming out soon, partnered with skype. I'm personally glad for all of this as I may be going into the peace corps in October. These services will allow me to stay in touch with friends and family back home!

posted @ Thursday, July 07, 2011 1:35 PM by Darren


Great info and thanks for the insight. I use Skype and have to agree that a very high quality USB headset is necessary if you are using this application for business purposes.

posted @ Friday, July 08, 2011 10:31 AM by Bob


Great post and comments. Is anyone doing this kind of coaching using mobile devices (e.g. IPad2)?

posted @ Friday, July 08, 2011 5:15 PM by Anneke Seley


I would not have thought that Skype is capable of this set-up. For remote coaching, I thought I would have to have an application that goes with my CRM program. Thank you for this information Cindy! http://bit.ly/ayeen2

posted @ Wednesday, July 13, 2011 10:08 PM by Ayeen Benoza


what...no credit for my question on AA-ISP? :)

posted @ Thursday, July 14, 2011 11:46 AM by Peter Galicz


There are many other software available in market through which you can monitor the calls without letting the sales rep to know that they are under monitoring.

posted @ Monday, July 18, 2011 3:00 PM by Adee Ali Khan


Use audio Hi-Jack to record the call and you can even share it via a cloud storage for all team members to listen.

posted @ Monday, October 03, 2011 10:40 PM by Steven


Hmm.. sounds new to my ear. :) Maybe I will give it a try! Could you please do a follow up on this topic so that I can introduce it to my friends?

posted @ Friday, December 16, 2011 11:53 PM by Performance Coach


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