4 Steps to Sales Training Success Using Games

Sales training professionals play a critical role in their organizations. Whether an organization has highly educated reps selling complex products or sales representatives helping customers in a high turnover retail environment, sales enablement is the key to a healthy sales pipeline.

We find that many organizations have similar challenges when it comes to sales enablement. They need their reps to communicate value, not features and benefits, through asking the right questions and telling a compelling story. They need to avoid competing on price, which is what customers use to make decisions when they can’t tell any real difference in value. And they need to quickly ramp up on new products after they are launched.

These challenges are amplified in the competitive, highly regulated life science and medical device space. If you come from an organization in this space, you are faced with providing excellent sales enablement plus navigating issues such as the healthcare shift from volume to value, a more complex sales process and a shift from 1:1 selling to physicians to strategic account management and selling to the C-suite.

It all comes down to this: Preparing sales reps and account managers for success in an increasingly challenging environment.

It takes a blend of learning solutions to meet most sales enablement objectives, but game-based learning is often part of the mix. For example, a sales enablement curriculum for a new product might include gamified online learning as prework, games and roleplay activities at the launch event and a mobile reinforcement game available post-launch.

If you think a game will work well with your reps, consider the following:

1. What is my business objective?

This should come before anything else!

2. Who are my learners?

Learner Personas, similar to Buyer Personas, provide a semi-fictionalized representation of your target learners. Take the time to create rock-solid personas before designing the training itself.

3. What are my learning objectives?

As with any learning solution, you must have a clear picture of what reps should know/do/believe/avoid doing after the training. This will impact the design of your game.

4. What game mechanics/elements best link to my learning objectives?

Once you know your learning objectives, match them to the game mechanics and game elements that best support those objectives. You should also use your learner persona(s) to decide what type of game your target learners will most benefit from.

Access our recorded webinar to learn more about sales training

We cover this information and more in our Sales Enablement and Beyond webinar. It’s part of our ongoing Lessons on Learning Webinar Series.

10 Steps to Successful Product Launch Training

We often support clients with complex products to bring to market. The product launch training can be even more complex. With so many different customer types and messages, it can be a lot to cover.

So if you want your training to drive results, it must be carefully designed and implemented. Doing one without the other is a sure way to fail.

Careful consideration must be made to identify the right goals during the design phase, get necessary buy-in and design solutions that help the right groups of learners acquire the right knowledge and skills at the right time.

Characteristics of Successful Product Launch Training

Every product launch curriculum design project is different, but certain characteristics remain consistent across most projects. Product launch curriculums that have these characteristics are much more likely to contribute to a successful product launch.

1. Performance-focused

A successful product launch curriculum will have a clear, measurable, actionable performance outcome. Also, the outcome typically focuses on a specific metric the organization desires to achieve.

2. Instructional goal(s)

In addition to a performance outcome, the curriculum should have a clear instructional goal. The goal will guide the creation of learning objectives for the various solutions in the curriculum.

3. Organized into topics

Since most product launches are complex and relate to multiple different job types, the content must be chunked into topics. Branding should be created around each topic that is consistent throughout the curriculum. This will help learners make easy connections.

4. Organized into phases

We design product launch curriculums around four main phases: pre-launch, launch, postlaunch and localization. Pre-launch materials present introductory concepts, product knowledge, and competitor information. Launch provides an opportunity for hands-on practice and a time for building some “buzz.” Post-launch focuses on reinforcement and usually includes just-in-time reference tools. We design launch training using a toolkit approach so affiliates can easily operationalize it in the localization phase and product managers can easily update the materials as product, competitor, and regulatory information changes.

5. Includes multiple learning paths

It’s highly unlikely that all of the employees who will take your product launch training have the exact same role or position. Make sure your product launch training materials are relevant and customized to each target audience: managers, sales, support and sometimes even the end user.

6. Broken into chunks

You likely have multiple topics to cover in your product launch training. Consider breaking the topics into manageable chunks, and spread them out in the different phases. Varying levels of detail should be present in each phase, but the content must all connect.

7. Blended

New product launches, especially when the product is complex, are too important to deliver through a single format. So we recommend a blended learning approach that combines eLearning, games, video, apps, instructor-led training, and performance support tools into a cohesive collection of learning solutions.

8. Supported throughout the organization

Your L&D department or an external vendor cannot create effective product launch training materials without buy-in and information from your marketing and product development departments. Sales will also want buy-in on the approaches used to train reps.

9. Helpful to on-site trainers

You will need to include “train the trainer” sessions in your curriculum so that individuals are prepared to lead the on-site activities at your product launch event. These learners will have special needs that differ from those of individual reps.

10. Measured with assessments

It is important that facilitators can accurately determine the progress learners make. You can also show learners the progress they have made throughout the curriculum with an assessment, which helps motivate them to continue. Finally, you can show stakeholders that the product launch curriculum has been effective.

Putting it all together

By executing on these ten characteristics, you can be sure that your product launch will be a success. Sales reps will go out with the confidence and competence they need to succeed.

But some of these tips can be harder to implement than others. It’s important to communicate the value that this training can provide to all stakeholders. We know it can be hard to drum up the extra resources needed to reinforce the learning, but what’s the alternative? Sales reps forgetting that customer type B has no need for product feature A and blowing a six-figure sale.

So now that we’ve covered the bases, reach out to us if you need any help planning, creating, or implementing your own product launch training.

Need help getting started? Our Product Launch Training Template will help you identify learning objectives and practice structuring a product launch curriculum.

Your Product Launch Training Questions Answered


Recently, several hundred people joined Leanne Batchelder and myself for a webinar on product launch training. Hosted through Training Magazine Network, the session is called Learning Solutions and Your Product Launch: How a Curriculum Drives Success.

This was one of the best webinars I have helped present because of the quality of questions participants asked. Clearly, product launch training is a high-priority issue in many organizations. People are eager for new tools and approaches to make it easier.

Take life science and medical device companies, for example. In the article 5 Trends in Life Science Learning, which appears in the Spring ’15 issue of LTEN’s Focus Magazine, authors Ann Stott and Rich Mesch list “Rethinking product launches” as their number one trend. The reality is that organizations across many industries have an ever-growing number of new products to launch each year. With less budget available for each individual launch, yet more information for sales reps to learn than ever before, there is a huge need for effective product launch training strategies.

If you missed the webinar, I encourage you to access the recorded session or download the white paper. We answered as many questions as we could during the webinar both to the whole group and through the chat, but we were not able to get to everything. I pulled more questions out of the chat transcript and have answered them below.

Your Product Launch training Questions Answered

Question: What are the audiences that should be trained? What about customer training?

Answer: What roles are involved in selling, supporting and using your product? We typically conduct an analysis to determine what the different roles are to be trained. It typically includes sales reps, sales managers, marketing managers and possibly customers.

Question: Product owners often believe that EVERYTHING about the product is critical. Whose word do you take to sift critical from reference, etc?

Answer: We gather lots of information from front-line staff through interviews, surveys, focus groups, etc to find out what information they actually need to use on the job. We take these findings and share them with the key stakeholder(s). When you have the data to back you up, it is easier to convince a product owner what is truly critical versus just nice to know.

Question: Reinforcement has different meanings. Can you tell more what you mean by reinforcement?

Answer: Learners need an easy way to reference product features, benefits and competitor information long after the launch has ended. This should be in an easy-to-access location. However, just providing access is not enough. We often recommend creating a “culture of reinforcement” by positioning key employees as “product champions” who proactively share product information and re-focus reps on the product post-launch. Other times, the local countries will have control over reinforcement and you will just have to provide them with tools.

Question: How do you address the learner who scoffs at games? Do you develop a more traditional information dissemination option for the ones who take themselves so seriously?

Answer: It would be far too resource-intensive to make two parallel tracks. Your analysis should help uncover what the right approach is for your learners. If your learners are divided into multiple roles, you will likely be presenting different information to each role. This could be an opportunity to modify an approach slightly for each group… but you will run into budget issues if you create completely different solutions for everyone. The research, and our experience, shows us that games or gamified approaches work very well especially with the sales and marketing audiences. Learners that stakeholders believe will not respond well to games actually do quite well with them.

Question: How long did it take to create the product launch training curriculum shown?

Answer: It took 9 months to design and develop that 2nd global product launch project. Analysis took 3 months, and development of all the tools took 6 months—including the pilot and train the trainer. Timeline is really dependent on availability and stability of content, access to the actual product and number of reviews. We had a team of 5 on our end—Project Mgr, Instructional Designer, Writer, Programmer and Graphic Designer. Sometimes one person can play multiple roles depending on the tool.

Question: Can the prelaunch be ongoing in regards to content? If parts of the product being launched are still being finalized but other parts are solid, can you begin the prelaunch training and build onto it after the remaining parts are solid?

Answer: I think you could do that as long as you’re absolutely certain you are not going to have to go back and rewrite something based on new decisions made to the product. We often stagger our development deliverables, as this helps ease the burden of reviewing so many components at one time. We also want to be sure we are consistent in naming conventions, branding, product messaging across all tools. You don’t want to risk slight variations of content that could confuse learners. Organization is key!

How to Integrate Product Knowledge Into Your Launch Curriculum

It’s here! The time has come! Your company’s new product is about to launch and it’s time for the launch event. Reps are flown in from all over the country, or the world, to learn about the new product they will be selling. Excitement is high and, ideally, reps will leave enthusiastic and ready to sell. But amidst all the hype, what will they actually take away from the meeting? What will they learn?

Most importantly, will your reps be ready to effectively sell that new product after a day of information sharing? Probably not.

When a new product launches, a huge assortment of new facts and knowledge must be internalized by the reps who will sell and support it. Many product launches consist of a single in-person launch meeting, as described above, or series of regional meetings. Reps receive the new information and are expected to leave the meeting start applying it in customer conversations.

If the organization is highly spread out, the local and country-specific groups will have to make sure the information is accurate and up-to-date as well. This is a tall order.

So in the midst all of the excitement that surrounds a product launch, what is the best way to present the new knowledge to sales reps? How will they become familiar with features and benefits, strengths and weaknesses, and ways to position the product against competitors?

Our Product Launch Framework

In her white paper on learning solutions that support product launches, Nancy Harkness presents the product launch curriculum as a set of learning solutions broken into three parts. We use this framework with most of our clients, but added a fourth phase:

Product knowledge has a place in each one of these four parts. The key is placing the right amount of detail in each phase of the launch.

Turn Product Knowledge Into Pre-work


In the curricula we design and develop, we typically teach basic facts and introductory knowledge via a series of prelaunch solutions. These solutions are usually online and consist of eLearning courses, games, videos, and mobile apps. Reps can start learning about the new product in small chunks whenever it is convenient for them to do so. This way, they arrive at the launch meeting with at least some exposure to the new product knowledge and competitive landscape before face-to-face activities begin.

Cover the Highlights During Launch


While product knowledge is emphasized heavily in the prelaunch online solutions, we also design in-person activities that reinforce key takeaways during the launch. A product launch event should go far beyond a lecture format and include a variety of hands-on activities, breakout sessions, and games to achieve lasting impact. Only key product and competitor information should be discussed in the launch meeting; information that is “nice to know” should be reserved for resources they can find and locate on the job.

Continuous Reinforcement Via Reference Tools


Most of the product launches we support are for highly complex products. No matter how effective the courses, games, and in-person activities are, reps are bound to forget certain details without proper reinforcement. Some product information might change over time as well, so organizations need a way to push new content to the reps.

To keep product knowledge top of mind, a content management system can be used to make key guides, videos, and job aids easy to find. In most cases, making these resources mobile-friendly is an absolute necessity for on-the-go sales reps.

View our Product Launch Webinar Recording

Leanne Batchelder and myself partnered with Training Magazine to present a webinar on product launch learning solutions. Learn more and view the recording below.

Designing a Product Launch Curriculum

This is an excerpt from our white paper, Learning Solutions and Your Product Launch: The Secret to Success. Here is a section on designing product launch curriculums:


Designing the curriculum

Every launch curriculum is different, and has different needs based on what learners currently know, what the product is, etc. For some companies, the launch training begins years before the launch meeting, as the audience needs to learn a variety of foundational information before they even get to the new product information. In other cases, the launch training happens in a compact window right before the product launches in the market.

Many companies define a launch with the internal launch meeting: an event several weeks or months before the external launch that gets sales representatives and others ready for the external launch. Given the “launch meeting” model, we find that there are three phases to the launch training that help ensure success.


Prelaunch training

Prelaunch training establishes fundamental facts, processes and knowledge. Take learning facts out of the launch meeting itself – it is not the best use of the face-to-face environment. This phase should also focus on facts that learners need to know, not look up – if they can look it up, teach them the skill of looking it up, and give them the right tools to do so quickly. Don’t waste your time having them memorize things that don’t have to be memorized.

Launch meeting

Spend this time on face to face interaction: practice, feedback, talking, doing. If your learners need to assemble equipment, for instance, have them learn about it in prelaunch – and practice as much as possible – but the real assembly often is best performed in person, where real-time coaches can provide feedback. The same is true for many steps in the sales process – learn about features and benefits in the pre-launch training, but practice putting them together and talking with customers about them during the launch meeting itself. Meetings are also a great place to break into groups, plan customer interactions (including managing objections), practice, debrief and practice again.

Post-launch meeting reinforcement

Arguably, this is the most-forgotten and most-critical part of the entire launch process. The learning doesn’t end until the learner is using the knowledge/skills on the job. If you are able to leave the launch meeting and start selling the next day, great! More often, there will be a space of time before the knowledge and skills will be used, and the post-launch reinforcement is critical to making sure they don’t forget. This is a great time to provide further application and practice opportunities—new scenarios or actual customers.

Even after the product is being sold and used, there is often a more advanced level of knowledge or skill needed that couldn’t be taught in the launch meeting because of time, availability, and brain capacity — now is the time for that training, too. And think about just-in-time reference, and training for people who start after the launch meeting.


Develop reference tools for learners to use to look up the non-critical information quickly and effectively. Ideally, use them in all three phases of training:

  • Prelaunch: have them look up information as part of the prelaunch training; explain them in a staff meeting; ask for feedback on them in preparation for actual field use.
  • Launch meeting: Use them as information sources or proof sources during activities in the meeting; give out “official” versions, whether electronically or in person; practice answering questions quickly using the tools.
  • Postlaunch: send out scenarios for which they have to use the reference materials; gather stories about on-the-job use and share; update and share changes as product and customer information evolve.

Learning Solutions and Your Product Launch: The Secret to Success (White Paper)


Your product might be ready to launch, but what about your sales and support reps? A slick launch meeting is not enough for them to really know your product, and a quick skim of your marketing collateral is not the ideal preparation for talking to customers.

The time, effort, and energy that goes in to a product launch are too valuable to waste. No matter how good your product and its message are, its success or failure will still rest in the hands of your sales and support teams. They must have the skills and knowledge to make the launch successful.

Nancy Harkness, Vice President of Learning Services at Bottom-Line Performance, has authored a new white paper on the use of a curriculum to support a product launch. In Learning Solutions and Your Product Launch, Nancy draws on her work with some of our largest clients to explain what a curriculum is, what it can do, and how an effective curriculum is often the secret to a successful product launch.

What you’ll learn

  • What is a curriculum, and how a blend of learning solutions can work together to reinforce product knowledge, selling skills and proficient usage of a product.
  • What a curriculum can do to help learners build skills and knowledge around what they sell and support. You’ll also see what a curriculum is not meant to do… like change the market environment or fix a bad product.
  • What you need to know to develop a curriculum starting with a broad vision, measurable goals and a realistic picture of the circumstances surrounding your launch.
  • How to design a curriculum using a repeatable three-part framework that drives knowledge and skills retention.
  • How to avoid common mistakes that can derail a curriculum design project, and the steps we have taken with our clients to turn challenge areas into successes.
  • Rules for a better launch that offer specific guidance for your product launch curriculum.

Are you ready to launch yet?