Case Studies > Pella Windows and Doors: Using Digital Technology to Train a Multi-Generational Sales Team

Pella Windows and Doors: Using Digital Technology to Train a Multi-Generational Sales Team

Company Size
1,000+
Region
  • America
Country
  • United States
Product
  • CD2 Learning
  • Pella Mobile App
Tech Stack
  • SaaS
  • Mobile App
  • Micro Learning
Implementation Scale
  • Enterprise-wide Deployment
Impact Metrics
  • Cost Savings
  • Customer Satisfaction
  • Employee Satisfaction
  • Productivity Improvements
Technology Category
  • Analytics & Modeling - Predictive Analytics
  • Functional Applications - Enterprise Resource Planning Systems (ERP)
  • Platform as a Service (PaaS) - Application Development Platforms
Applicable Industries
  • Construction & Infrastructure
  • Consumer Goods
Applicable Functions
  • Sales & Marketing
Services
  • Software Design & Engineering Services
  • System Integration
  • Training
About The Customer
Pella Corporation designs and makes distinctive windows and doors for architects, builders, and homeowners. Known for its innovation in products and processes, Pella also emphasizes internal learning and development. The company constantly seeks innovations to support its sales team and managers, ensuring they stay competitive in the market. Pella's commitment to improving its people, products, and processes is evident in its approach to training and development, aiming to meet the diverse needs of its multi-generational workforce.
The Challenge
Existing “off the shelf solutions” didn’t meet Pella’s needs for sales training. Their goals were to offer cutting-edge, mobile training to differentiate their sales field from the rest of the industry. This includes training for solving customer problems and positioning the integrity of Pella products against the competition. In addition, Pella Sales Managers are trained to focus on the development of people, not to push papers. So, an additional goal was to empower Sales Managers as coaches. To do all this, Pella needed to meet their team where they were through learning that was engaging, social, and mobile.
The Solution
To create their new training program, Pella contacted CD2 Learning, a SaaS learning and development platform with a successful record of working with specialty industries and providers of professional continuing education. Pella worked with CD2 for instructional design and authoring tools to create their online learning solutions. Pella’s support of this endeavor is evident from all levels of the organization and is founded in their culture of striving to continually improve their people, products, and processes. Cross-functional teams had input on content and learning goals. Consistency of Pella Products is key to their organization, so is the consistency of branding and sales messages. Having their organization speaking the same language is a benefit internally as well as to suppliers and end users. Following the decision to make this technology update a priority, an internal team was established to oversee content and ensure Pella’s message was on track. A change in “voice” and message delivery was consciously made to appeal to the modern learner, as well as a heavily branded new look. Internal processes were automated and developed to assure consistency with the training received. Additional content was developed to be launched along with the new site. A rollout plan was calculated and implemented to aid in the transition.
Operational Impact
  • Pella created a Mobile App for On Demand Learning, meeting the needs of their constantly on-the-go sales force. The mobile app allows for real-time delivery of immediate “flash courses” that sales reps might need to review prior to the next sales call or meeting. The app also allows for learning to be custom branded by Pella and for easy access to all learning developed specifically for their sales force.
  • Pella implemented Micro Learning through Flash Courses, targeting today’s modern workforce. This includes frequent delivery of short videos and brief assessments. These microbursts of learning consist of short three-minute videos followed by assessments, which are highly effective for the diverse age mix within Pella’s sales force.
  • Pella developed highly engaging lessons that benefit not only their team but also their partners and customers. The level of engagement achieved through the new courses is groundbreaking within their marketplace. The training focuses on situational lessons to ensure the sales team is well-informed about each Pella advantage and the ways Pella is superior to the competition.
  • Pella’s new training includes usage and lessons on how to use their CRM, even though it is not integrated into CD2’s system. This ensures that the sales team is proficient in using the CRM to manage customer relationships effectively.
Quantitative Benefit
  • Increased impact on sales and sales person success.
  • Impact on retention and on internal promotions and opportunities.
  • Savings from an in-house sourced customized training program.
  • Retention and expansion of third-party partners/vendors/retailers.
  • Faster onboarding of new hires.

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