Last week, PandaDoc hosted the first Sales Management Roundtable at their office in San Francisco.
Sales gatherings may be fairly commonplace in San Francisco — but it’s a bit more challenging to find one that’s not only free, but also free of branding (or people looking for their next prospect). After all, if you put a group of sales reps in a room, the natural next step is to sell, right?
The idea for the roundtable was unexpectedly born at a basketball game. Taft Love, Head of Sales Development and Sales Operations at PandaDoc, began talking to several local sales professionals. They discussed how, similar to basketball, salespeople often struggle with the process of building teams and finding top talent.
It’s a tough question — where do sales teams find their top performers? What’s really important when vetting someone’s experience? How do you get a new team member up to speed and give them the tools they need to succeed?
Wanting to continue the discussion in a meaningful way, Love invited several managers, directors, and VPs in the professional sales sphere to come and share in dinner, drinks, and a roundtable discussion.
“The most productive and enlightening exchanges happen outside of big conferences and paid networking events,” said Love.
A small group of local sales leaders came to participate, representing a wide range of companies in the Bay Area (including Okta, SalesLoft, ShowPad, and more). The group was split into two conference rooms to ensure everyone had ample opportunity to speak and share their thoughts.
Each roundtable had a moderator and a topic:
Top of the Funnel: Moderated by Carolyn Betts, Founder/CEO of Betts Recruiting, this session centered around recruiting and hiring sales development representatives and other team members. The group shared how to vet applicants, key interview questions, hiring strategies, and composing an offer.
Bottom of the Funnel: Moderated by Pete Kazanjy, Founder/CEO of TalentBin, this session featured a dialogue on how to onboard and retain employees. Participants discussed teaching new hires about their sectors, engaging employees in meaningful ways, promotions to reward good work, and enhancing the customer experience.
The two moderators switched rooms after an hour, so that everyone would have the opportunity to delve into and learn from both topics.
Love was upbeat about the event’s success. “My hope is that everyone walked away with at least one actionable idea that will help them find and retain better talent,” he said.
Similar events are set to take place at PandaDoc’s office on a monthly basis. Each event’s guest list is currently by invitation only. For more information or to suggest a future discussion topic, reach out to Taft Love at email@example.com.