Proposify logo Proposify logo
  • Product
    • Product OverviewProposify is the all-in-one platform that makes every deal a closed deal.
    • IntegrationsChoose from hundreds of third-party tools to connect with
    • Document AutomationAccelerate your sales cycle by sending professional, on-brand documents.
    • Interactive QuotesCreate interactive and error-free quotes that will quickly seal the deal.
    • Contract ManagementMark up and sign on any type of contracts, quotes, and agreements.
    • E-Signatures & PaymentsGet all your sales documents legally locked down right within Proposify.
  • Solutions
    • Roles
      • Sales
      • Marketing
      • IT/Operations
    • Industries
      • Agencies and Consulting
      • IT and Software
      • Landscaping and Janitorial
      • Construction and Restoration

    Want help from the experts?

    We offer bespoke training and custom template design to get you up and running faster.

    Learn more
  • Templates
  • Pricing
  • Resources
    • LEARN
    • Case Studies
    • Self-Guided Tour
    • Webinars
    • Blog
    • Newsletter
    • SUPPORT
    • Help Center
    • Getting Started
    • Product updates
    • API Docs
    • Refer a Friend

    State of Proposals 2025 Report

    We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.

    Read the Report
  • Log in
  • Book a demo
  • Sign Up Free
  • Product
    • Product OverviewProposify is the all-in-one platform that makes every deal a closed deal.
    • IntegrationsChoose from hundreds of third-party tools to connect with
    • Document AutomationAccelerate your sales cycle by sending professional, on-brand documents.
    • Interactive QuotesCreate interactive and error-free quotes that will quickly seal the deal.
    • Contract ManagementMark up and sign on any type of contracts, quotes, and agreements.
    • E-Signatures & PaymentsGet all your sales documents legally locked down right within Proposify.
  • Solutions
    • Roles
      • Sales
      • Marketing
      • IT/Operations
    • Industries
      • Agencies and Consulting
      • IT and Software
      • Landscaping and Janitorial
      • Construction and Restoration
  • Templates
  • Pricing
  • Resources
    • LEARN
    • Case Studies
    • Self-Guided Tour
    • Webinars
    • Blog
    • Newsletter
    • SUPPORT
    • Help Center
    • Getting Started
    • Product updates
    • API Docs
    • Refer a Friend
  • Log in
  • Book a demo
  • Sign Up Free
Proposify Blog
    • Sales
    • Proposals
    • Business
    • Tools
    • Product
    • Marketing
  • Sales
10 min read

What to Look for in a Sales Enablement Manager

June 27, 2019
Kyle Racki Kyle Racki CEO & Co-Founder
  • Share
  • Share
  • Tweet
  • Copy

    A solid sales enablement strategy only works if it’s designed to address the major bottlenecks hindering a sales cycle from optimal functioning. In this, part two of a special four-part series taken from our podcast, LTV with Kyle Racki, Proposify CEO Kyle Racki is joined by our director of sales Daniel Hebert as they clarify exactly who you want to hire in a sales enablement position depending on the unique challenges facing your sellers.

    From its origin as an obscure offshoot of legacy sales roles, to a trendy nice-to-have among early-adopting companies, to now an essential function of a modern sales force, sales enablement has come a long way in the last decade.

     

    In part one in this five-part series on sales strategies for SaaS, I chatted with Daniel Hebert, Proposify’s director of sales, about how a sales enablement strategy fits into a SaaS company and how getting it right can bring tangible results to the revenue your sales team brings in.

     

    Dan joins me again this time around for part two as we discuss who you want to bring on board to help design and implement a successful enablement strategy.

     

    Sales enablement takes many different forms and is far from a one-size-fits-all approach. The nature of an enablement strategy, therefore, depends entirely on the maturity of your company’s sales process and the bottlenecks your sales team are up against.

     

    In a smaller company, where you’re pulling in say $1M ARR, sales enablement tasks will make up a portion of your VP or director of sale’s role. As your ARR starts to grow and your sales process starts to mature, you’ll want to think about bringing on an individual (and eventually even an entire team) dedicated to executing an enablement strategy.

     

    But what does that person look like? What experience are they bringing to the table? And, most importantly, are they armed with the right skill set to effectively address the task at hand?

     

    Just as every company is different, so too are the obstacles that prevent a sales team from hitting bigger numbers. No matter the situation, assistance from a specialist can go a long way.

     

    Below are five common scenarios that benefit from vastly different approaches. If you’re serious about integrating a sales enablement strategy, think carefully about the skill set and background of the individual or group charged with putting it in place and how their expertise relates to the challenges you’re trying to solve.

    1. Handling a Large Sales Team

    Large or rapidly growing sales teams require an enablement strategy that focuses on getting new hires familiar with the company and the product or service they’re selling.

     

    If you’re looking to hire and onboard 50 new reps next quarter, the person implementing the enablement strategy needs to know how best to get each rep up to speed and hitting quota as quickly as possible.

     

    In this scenario, someone with a background in HR or learning & development is your best bet. Whether you’re bringing on a large cohort of reps all at once, or you anticipate a steady growth or high turnover in the sales team, someone with experience developing and running training programs or academies and relevant learning curriculums will be invaluable.

     

    In part one, I discussed why proper onboarding for new sales reps is an integral part of a sales enablement strategy. Good recruitment and onboarding programs minimize the time it takes for new hires to reach full productivity. If these programs are to be successful, they need to be designed by someone with the appropriate background and expertise.

    2. Simplifying a Complicated Product or Service

    Just as onboarding is critical to getting new hires up to speed as fast as possible, ongoing support and coaching are essential to maintaining consistency across the sales team.

     

    This is especially relevant if the product or service on offer is extremely complex. An intricate product can easily lead to variations and inconsistencies among the way reps communicate its value to potential customers.

     

    Coaching is often an ongoing function of a sales enablement strategy. If a lack of consistency among the sales team is an issue, bringing in someone with a coaching background is one of the best ways to fix it.

     

    Coaching often gets bundled together with management, but the two are separate functions with distinct purposes. A sales manager is responsible for the optimal performance of their sales team. Management is often a lot more clinical—assigning projects and deadlines and making sure the sales team is hitting quota.

     

    Coaching, on the other hand, is more about leading your reps through processes and training programs designed to instill autonomy and independence. Sales coaches are more concerned with HOW to bring the best out of their sellers.

     

    It’s around this point when founders or sales leaders can run into trouble by promoting a top-performing AE into an enablement role and assuming their skill set will transfer problem-free. Tied up in this is the assumption that new managers will be able to teach their reps the techniques and strategies that helped them succeed as a salesperson.

     

    It’s easy to see when talk tracks, demo scripts, and email templates aren’t cutting it, or if individual sellers aren’t performing at their best. It’s far more difficult to overhaul sales assets and train underperforming reps to master new material or scripts quickly.

     

    Coaching might be a function of management, but not all managers are good coaches. If the sales team has a clear coaching issue, you need to bring in someone with experience training and supporting salespeople to perform at the level at which they’re capable.

     

    3. Generating and Maintaining Sales Content

     

    Great content is a key indicator of success in all top performing SaaS companies. Yet there are certain industry niches where salespeople rely on a library of stellar, easily-accessible sales collateral more than others.

     

    Among such companies, ensuring reps have access to the right content at the right time is a critical component of the sales process. If the value of your product or service is best articulated through content, you need to hire an enablement person who has a background in developing and deploying sales material.

     

    Whether it’s marketing, design, communications, or a combination of the three, this skill set will prove invaluable when it comes to optimizing how the sales team talks to their customer.

     

    Aligning marketing and sales can be like pushing the opposite ends of a magnet together. But for the enablement strategy to be effective, you need to forge a relationship between the two departments. A tight back-and-forth between sales and marketing can make the difference between closed deals and permanently cold leads.

     

    Remember, sales enablement is about being diplomatic— after all, everyone’s all on the same side, and working together will be nothing but beneficial for both departments and the business as a whole in the long run.

     

    Sales and marketing need to work together to create content that resonates with prospects at every stage of the buyer journey. Whether the enablement person has a say in what content is produced, or they themselves are generating content for the sales team, it’s up to them to make sure this material fits the messaging both departments are pushing. More importantly, they need to ensure their sales team knows exactly when in the buyer journey specific pieces of content need to be deployed.

     

    4. Bridging the Technology Divide

     

    Sales enablement is all about equipping reps with the resources they need to be better sellers. As such, deciding which of the thousands of tools at our disposal to put in place is a big part of a sales enablement strategy.

     

    It’s easy to get overwhelmed by the sheer number of choices on offer, especially by someone with limited experience in the area. I’ve spoken before about my costly mistake when deciding which customer success software to implement, an error which took us months to turn around.

     

    If your sales process is stalling over either non-existent or inappropriate tools, consider bringing someone on who has experience in developing or implementing technology consistent with the needs of the sales team and the broader purpose of the company.

     

    Never before has the sales machine been so decked out in bells and whistles. Countless CRM platforms, content management tools, call recording services, lead intelligence and buyer persona tools, to name a few, compete for our attention. Selecting the right tools to put in place, and, subsequently, which metrics to track, can make the difference between hitting targets and getting lost in an ocean of data.

     

    If sales are slow because of a process that’s stuck in the past, someone intimate with sales tech can help you get your operation up to speed with the right tools for your company’s focuses.

     

    5. Refining the Sales Process

     

    While the overall daily operation of the sales process often falls to sales operations, sales enablement has a hand in ensuring its execution is aligned with the goals of other departments and the company as a whole.

     

    In the instance your sales process needs some adjustment, especially if it’s a minor course correction that has larger impacts further down the road, an enablement person with a background in operations has the upper hand in this scenario.

     

    Sales enablement is more focused on the mid- to long-term than sales operations, so minor tweaks to the sales process—things like adjusting the copy in a demo deck or identifying new potential territory for ops to explore—are the responsibility of whoever is implementing the enablement strategy.

     

    If adjusting minor details of the sales process will be the focus of your sales enablement person’s role, someone with an intimate understanding of the sales cycle from a zoomed out, operations perspective will have a clearer picture of how their small changes affect the greater machine.

     

    Understanding how small adjustments affect the functioning of the sales process ensures that these changes don’t disrupt the work of sales ops or the VP or director of sales who are often too busy and concerned with the big picture to be worried about minor details.

     

    If alignment is off, and the sales machine contains some irregularities that need to be worked out, someone with a head for both the ‘science’ of sales ops and the ‘art’ of enablement is in a unique position to engineer a solution.

    While Specialization is Important, Sales Fundamentals are Crucial

    For a sales enablement strategy to be effective, the individual or team who’s tasked with its implementation must have a solid understanding of the fundamentals of selling.

     

    After all, regardless of the nature of the challenges your sales team is up against, and the unique approach required to address them, sales enablement is, ultimately, a function of the sales department.

     

    Specialization is important when it comes to getting your sellers out of a rut or optimizing the sales process to better execute specific functions, yet none of this is any good if a solid understanding of the basics of selling is absent.

     

    Sales enablement is a unique function. It’s a collaborative effort between multiple departments that requires a great deal of inter-departmental diplomacy and cooperation. Whoever you hire to design, implement, and execute a sales enablement strategy acts as a facilitator; they are the conduit between everyone who has a say in how your business is portrayed to the world.

     

    Before you bring on a sales enablement person, think carefully about which problems they need to solve to help the sales team become more efficient. The right background and expertise play a critical role in making sure the enablement strategy actually works.

    Kyle Racki
    Kyle Racki

    Co-founder and CEO of Proposify, and co-host of the Levership podcast. Outside of Proposify, he plays in the band Club Sunday, who put out their first LP in 2023 and enjoy playing live shows every chance they get. Follow him on LinkedIn.

    Subscribe via Email

    Related Posts

    Coming Soon to a Proposal Near You: January Product Update
    Product 5 min read February 03, 2023
    Coming Soon to a Proposal Near You: January Product Update Jumping on the bandwagon of ‘setting intentions’ for 2023, “New Year, New Proposify” feels like an apt theme for what we have planned over the next …
    Read Post
    In our Proposify Improvement Era: Product Update Spring 2023
    Product 4 min read June 12, 2023
    In our Proposify Improvement Era: Product Update Spring 2023 We may be in our Proposify Improvement era, but really it’s all about helping you get into your Killer Closer era.
    Read Post
    Proposify logo
    • Platform
      • Proposal Automation
      • Quoting
      • Contract Management
      • E-Signatures & Forms
      • Integrations
      • API
      • Security
      • Our Professional Services
    • Solutions
      • Sales
      • Marketing
      • IT/Operations
    • Resources
      • Blog
      • Templates
      • Webinars
      • Books & Guides
      • Knowledge Base
      • AI Proposal Generator
    • Company
      • About
      • Diversity
      • Careers
      • Customers
    ©2025 Proposify Inc. All rights reserved.
    • Contact Us
    • Privacy Policy
    • Terms & Conditions
    • Status
    • LinkedIn
    • Facebook
    • Instagram

    Basic

    Start free trial

    Team

    Start free trial

    Business

    Book a demo

    Brand customization

    Unlimited templates

    All accounts allow unlimited templates.

    Content library

    Create and share templates, sections, and images that can be pulled into documents.

    Embed images & videos

    Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia

    Custom domain

    You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL

    Content authoring

    Basic Team Business
    Online signatures

    All plans allow you to get documents legally e-signed

    Interactive quoting

    Allow prospects to alter the quantity or optional add-ons

    Client input forms

    Capture information from prospects by adding form inputs to your documents.

    Document Sends

    You can create unlimited documents but some plans limit how many you can send per month.

    info

    5 sends / mo

    Unlimited

    Unlimited

    Collaborator seats

    Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.

    info

    1 collab seat included

    3 collab seats included

    5 collab seats included

    Visibility

    Basic Team Business
    Notifications & metrics

    Get notified by email and see when prospects are viewing your document.

    PDF export

    Generate a PDF from any document that matches the digital version.

    Reports

    Get a full exportable table of all your documents with filtering.

    Integrations & API

    Basic Team Business
    Payments

    Connect your Stripe account and get paid in full or partially when your proposal gets signed.

    Integrations

    Integrate with popular CRMs, invoicing, and project management tools.

    Automations

    Set up automations using pre-built connectors or customize using the workflow builder

    Single sign-on (SSO)

    Our SSO works with identity providers like Salesforce, Okta, and Azure

    Salesforce integration

    Use our managed package and optionally SSO so reps work right within Salesforce

    $9/user/mo

    Aspire integration

    Import contacts and field data from Aspire into documents in Proposify

    $9/user/mo

    Process & control

    Basic Team Business
    Custom fields & variables

    Create your own fields you can use internally that get replaced in custom variables within a document.

    Auto reminders

    You can automatically remind prospects who haven't yet opened your document in daily intervals.

    Roles & permissions

    Lock down what users can and can't do by role. Pages and individual page elements can be locked.

    Approval workflows

    Create conditions that if met will trigger an approval from a manager (by deal size and discount size).

    Workspaces

    Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.

    API Access

    Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.

    Customer Success

    Basic Team Business
    Email & chat support

    Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.

    Phone & Zoom support

    Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.

    Success manager

    Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.

    Premium integration support

    Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

    Custom template design

    Our in-house designers will design an on-brand, professional proposal template to your satisfaction.

    info
    Learn more Learn more Learn more

    Subscribe via email