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Measuring sales training effectiveness at the behavior and results levels using self- and
supervisor evaluations
Ashraf M. Attia Earl D. Honeycutt Jr
Article information:
To cite this document:
Ashraf M. Attia Earl D. Honeycutt Jr, (2012),"Measuring sales training effectiveness at the behavior and
results levels using self- and supervisor evaluations", Marketing Intelligence & Planning, Vol. 30 Iss 3 pp.
324 - 338
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http://dx.doi.org/10.1108/02634501211226294
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MIP
30,3 Measuring sales training
effectiveness at the behavior and
results levels using self- and
324
supervisor evaluations
Received 3 July 2011
Accepted 4 July 2011
Ashraf M. Attia
Marketing Department, SUNY Oswego, Oswego, New York, USA, and
Earl D. Honeycutt Jr
Department of Marketing and Entrepreneurship, Elon University, Elon,
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Abstract
Purpose – The purpose of this article is to improve the sales training process by gaining a deeper
understanding of the first two levels – reaction and learning.
Design/methodology/approach – A total of 79 sales supervisors of a US firm operating in Egypt
participated in the study. They evaluated level 1 (reaction) by rating the design and operation of their
sales training programs. Level 2 measured the value of information gained from training topics.
Findings – Trainees stated that the training either helped or solved sales and non-sales problems.
Data from both training levels were factored analyzed and each resulted in a two-factor solution.
Research limitations/implications – This research offers advice for setting standards for
evaluating sales training programs. Knowledge gained is more important to determining if sales
training has been effective. Learning evaluation showed that trainees believed the value of selling
skills, company information, and behavioral training topics were valuable and the role of the instructor
was important.
Practical implications – This research offers advice for setting standards for evaluating sales
training programs. Knowledge gained is more important to determining if sales training has been
effective. Learning evaluation showed that trainees believed the value of selling skills company
information and behavioral training topics were valuable and the role of the instructor was important.
Originality/value – Since global firms devote significant sums of time and money training their
sales forces, the greater understanding of the process results in improved effectiveness of sales
training programs.
Keywords Sales management, Sales training, Evaluation, Reaction, Learning, Training effectiveness
Paper type Research paper
Introduction
Sales training is important because: there have been dramatic changes in the selling
and sales management environment over the last decade (Jones et al., 2005) to include
the nature of the sales position (Cron et al., 2005; Tanner et al., 2008); and sales training
contributes significantly to salesperson knowledge and skill levels, performance,
Marketing Intelligence & Planning effectiveness (Lichtenthal and Tellefsen, 2001; Piercy et al., 1998), customer orientation
Vol. 30 No. 3, 2012
pp. 324-338 (Pettijohn et al., 2009), and overall firm performance (Pelham, 2002). Businesses invest
q Emerald Group Publishing Limited substantial time, money, and effort training their sales team with ultimate objectives of
0263-4503
DOI 10.1108/02634501211226294 increasing sales productivity and profitability (Wilson et al., 2002).
When firms invest significant resources in sales training, they must assess their Measuring sales
sales training programs and outcomes to ensure that these investments help them training
reach their goals (Attia et al., 2002). However sales training evaluation, the most critical
issue facing sales force development efforts (Leach et al., 2005), globally receives a low effectiveness
priority (Galanou and Priporas, 2009).
The purpose of this research is to extend our understanding of sales training
evaluation by empirically assessing Kirkpatrick’s behavior and results assessment 325
levels of a sales training program utilizing self- and supervisor-evaluations. Assessing
higher levels of training effectiveness permits sales managers to plan and conduct
more effective future training programs.
In the 1950s, sales managers and sales trainers recognized the importance of training
assessment but they were uncertain how to accomplish the procedure. To address this
lacuna, Kirkpatrick (1959a, b, 1960a, b) proposed a model that included four training
evaluation levels:
(1) reaction;
(2) learning;
(3) behaviour; and
(4) results.
These four evaluation levels progress in order from the least to the most complex to
accomplish (Honeycutt and Stevenson, 1989).
In the half-century since the introduction of Kirkpatrick’s model, a handful of other
training evaluation models have been proposed. While myriad articles relate to sales
training, only a few demonstrate how to empirically evaluate a sales training program
(e.g. Honeycutt et al., 2001). Extant literature suggests that additional study is needed
to empirically measure sales training effectiveness at the higher assessment levels. In
response, this article empirically assesses Kirkpatrick’s third (behavior) and fourth
(results) levels of training using self- and supervisor-evaluations.
.
obtaining 100 percent response rates or employing a random sample;
.
surveying and/or interviewing the trainees, their immediate supervisors, their
subordinates, their peers, and/or customers who regularly interact with the
salesperson;
. repeating the evaluation(s) when necessary; and
.
comparing cost and benefits (Kirkpatrick, 1994).
A number of empirical studies (Leach and Liu, 2003; Jobber et al., 1993; Ingram et al.,
1992) record that managers believe that qualitative measures offer insight into training
effectiveness for levels three and four. Perhaps managers believe that
qualitative-oriented variables provide more useful information because positive
behavior leads to salesperson success (Morris et al., 1994). For example, when
organizations manage relationship selling in the form of CRM pipeline analysis,
behavioral variables (sales calls/proposals) are viewed as leading to outcome measures
like sales revenue (Tanner et al., 2009).
Measuring results
Measuring individual and organizational results attributable to sales training is the
most complex evaluation level to assess (Summy, 2007; Honeycutt, 1996).
Recommended objective measures of training program effectiveness include sales
per trainee or sales revenue to quota per trainee (Phillips, 1991). However, these
measures become unreliable when sales territories vary, extraneous factors influence
sales figures, or data are irregular or seasonal. Also performance assessment that
focuses on a single output measure may be inadequate for assessing the learning
process (Rich et al., 1999), which may partially explain why managers rely on
qualitative measures to assess training’s impact (Kumpikaite, 2007).
To date, three successful operational evaluations of sales training results have been
conducted. First, Meyer and Raich (1983) incorporated an experimental design that
matched 14 retail stores into seven groups, based upon market characteristics and
location. Average sales commission was utilized as the evaluation criterion and
employees who received training earned a statistically higher commission rate and
remained in their positions longer.
Also within the UK retailing environment, Doyle and Cook (1984) employed a before Measuring sales
and after with control group experimental design study that paired store locations for a training
major UK chain of 263 fashion shops. One retail location was trained, while the other
served as a control store. The results showed that average weekly sales revenue at effectiveness
stores receiving training was significantly higher than for control group outlets. In
addition, trained salespersons accomplished multiple sales at a significantly higher
level. 327
Last, Cavusgil (1990) evaluated sales training for independent Caterpillar dealers in
Central America by matching locations and providing training to one of the locations.
As predicted, sales were higher at the geographical locations that received training. All
three studies used store or location as the unit of measure and confirm that it is
possible to measure the cumulative effect of training for a location rather than at the
individual level.
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Hypotheses development
In order to evaluate salesperson behavior (level 3), five different assessment methods are
possible: customer-evaluation (Lambert et al., 1997), self-evaluation, supervisor-evaluation
(Tziner and Falbe, 1993), peer-evaluation, and subordinate evaluation (Erffmeyer et al.,
1991). To measure the net effect of training and to ensure that the sales training program
yields positive behavior changes (level 3) and beneficial performance results (level 4), we
employ an experimental design approach (before and after measures with a control group)
(Kumpikaite, 2007) to assess self- and supervisor-evaluations.
The use of before and after measures with experimental and control groups is a
powerful way to evaluate sales training outcomes (Attia et al., 2002). Based upon earlier
studies regarding the significant positive impact of training on salesperson
effectiveness, sales, and performance (e.g. Honeycutt et al., 2001; Lichtenthal and
Tellefsen, 2001), the behavior and results improvements of the experimental group
(trainees) are expected to be significantly higher than those of the control group
(non-trainees) for both self- and supervisor-evaluations.
In this study trainees are compared to non-trainees to test the effectiveness of sales
training program outcomes across Kirkpatrick’s level 3 (behavior) and level 4 (results)
to test the following hypotheses. Therefore:
H1. Trainee behavior improvement will be significantly higher than for
non-trainees.
H1.1. The behavior improvement reported by trainee self-evaluation will be
significantly higher than that reported by non-trainees.
H1.2. The behavior improvement reported by trainee supervisor-evaluation will be
significantly higher than that achieved by non-trainees.
H2. Trainee results improvement will be significantly higher than for
non-trainees:
H2.1. The results improvement reported by trainee self-evaluation will be
significantly higher than that achieved by non-trainees.
H2.2. The results reported by trainee supervisor-evaluation will be significantly
higher than that achieved by non-trainees.
MIP Methodology
30,3 Measurement instruments
In level 3, the behavior improvement of trainee performance attributable to the sales
training intervention is measured using 21 variables. In level 4, trainee results
improvement is assessed using four variables that are based on the efficiency and
effectiveness logic that sales training leads to an increase in meeting organizational
328 objectives and results using the same level of resources or achieving similar
organizational objectives and results with fewer resources (Bashaw et al., 2002).
To measure behavior and results improvement, a nine-point Likert scale was
employed, where “9” represents “Excellent,” “5” equates to “Average,” and “1” signifies
“Needs improvement.” Attitude change can be measured by collecting questionnaires
from supervisors, subordinates, and clients, or by observing the salesperson in action
(Honeycutt and Stevenson, 1989). This study utilized supervisor- and self-appraisal.
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Sample
The data were collected from Egyptian sales supervisors from a single, anonymous
global company operating in the soft drink industry. In this firm, front-line sales
representatives are drivers, who are order takers and distributors that neither solve
problems nor open new sales accounts. The sales supervisor sells the product, solves
customer problems, negotiates, closes the sale, and opens new sales accounts. Based
upon the sales training needs analysis, the sales supervisors were the individuals that
were selected for training.
A single firm was employed in this study in order to control for extraneous market
forces. Previous studies employed a single company to evaluate training program
effectiveness at the results level (Cavusgil, 1990; Doyle and Cook, 1984; Meyer and
Raich, 1983). At the time of the needs analysis, the participating company employed
143 sales supervisors.
All sales supervisors were trained in two phases: five groups were trained in phase 1,
and four groups trained in phase 2 (seven months later). In phase 1, 79 sales supervisors
received training as an experimental group, while the remaining 64 sales supervisors
served as a control group. Shortly after completing the training program, 11 sales trainees
resigned and began working for the major competitor, four trainees were promoted, and a
number of non-trainees left the firm. As a result of these personnel changes, the final
sample size, decreased to 59 trainees and 42 non-trainees, for a total of 101 sales trainees.
The assignment of sales supervisors to experimental and control groups was based
upon decisions made by company executives and mirrored previous research studies
(Erffmeyer et al., 1991, 1993). Criteria used to assign sales supervisors to groups were
based upon the nature of the sales territory, competition, workload, and experience
levels. A comparison of pre-training evaluations by trainees and their supervisors
confirmed no significant differences in ratings. This suggests that the assignment of Measuring sales
respondents, while not truly random, produced two relatively balanced samples. training
Data collection procedures
effectiveness
Both self-evaluation and supervisor-evaluation makeup the 25 variables measuring
behavior and results were completed by all members of the experimental and control
groups in order to compare scores (Mezoff, 1987). Because trainees tend to report a higher 329
evaluation than their superiors (Connolly, 1987), all members of both experimental and
control groups were evaluated on the identical by their supervisor. Salinger and Deming
(1987) recommend testing participants several times before and after training to ensure
that the knowledge or skill level gained through training is maintained. Accordingly, the
post-treatment evaluation of trainees and non-trainees occurred three (Post-test 1) and
four (Post-test 2) months after the treatment was administered.
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The researchers requested such ratio data as sales revenue, sales-to-quota, and
current sales/last year sales for all members of experimental and control groups.
However, no data were provided. As a result, both self-evaluation and the
supervisor-evaluation forms were used to compare training program results for
members of experimental and control groups.
Data analysis
Within each category, three forms of analyses were performed:
(1) Self-evaluation and supervisor-evaluation (Post-test 1 – Pre-test) – emphasizes
the behavior or results improvement for both trainees and non-trainees that is
calculated by totalling 21 behavior measures (or four results measures),
separately, for each respondent for both the Pre-test and Post-test 1. Then, the
total score of the pre-test is deducted from the total score of Post-test 1 to
generate the behavior or results improvement score from the Pre-test period to
Post-test 1 (three months after training).
(2) Self-evaluation and supervisor-evaluation (Post-test 2 – Pre-test) – the behavior
improvement for both trainees and non-trainees is computed by adding the
scores of the 21 behavior measures (or four results measures) for all respondents
for both Pre-test and Post-test 2. Then, the total score of the Pre-test is deducted
from the total score of Post-test 2 to generate the behavior or results
improvement score from the Pre-test period to Post-test 2.
(3) Self-evaluation and supervisor-evaluation [(Post-test 1 þ Post-test 2)/2] –
Pre-test]. The average behavior/results improvement for both trainees and
non-trainees is calculated by adding all the scores of the 21 behavior measures (or
four results measures) for each respondent for Pre-test, Post-test 1, and Post-test
2, separately. Finally, the total score of the Pre-test is deducted from the average
score of post-test 1 and post-test 2 to generate the average behavior or results
improvement score from the Pre-test period to Post-test 1 and Post-test 2.
Reliability analysis
Cronbach’s alpha was employed to measure the reliability and consistency of the
instrument (see Table I). The Cronbach’s alpha scores for behavior ranged from 0.8650
to 0.9889. In measuring level 4 (results), Cronbach’s alpha ranges from 0.8568 to 0.9498.
MIP
Total
30,3 (trainees
Number of Non- þ non-
Level Evaluation variables Trainees trainees trainees)
The scales for behavior and results assessment exceed recommended standards of 0.80
(Carmines and Zeller, 1979).
Behavior Behavior
improvement improvement
for trainees for non-trainees
Type of evaluation n Meana n Meana
the scale used to measure the construct of interest. Numerous researchers (Rahn,
1989; Preziosi and Legg, 1989; Mezoff, 1987) describe a common beta change,
called response-shift bias. When the trainee takes the pre-test, s/he probably feels
that s/he already is an expert. For example, a trainee scores 7 on a scale of one to
nine on a criterion assuming that s/he is knowledgeable about the subject. Then,
when the trainee takes the training program, s/he finds himself/herself already
lacking knowledge and skills, which caused an overestimation of 7 as a pre-test
score; that is, a lower score would have been more realistic. Consequently, after
training, the trainee again gives himself/herself a score of 7, giving the spurious
impression that the training had little or no effect.
(3) Gamma change, which is the subject’s re-conceptualization of the construct of
interest; that is, the subject’s personal understanding of time management for
example may change qualitatively as a result of training. Consequently, the
subject’s score on a questionnaire (designed to tap this construct) reflects
different criteria at pre-test in comparison to the post-test period.
Last, alpha, beta, and gamma changes are not mutually exclusive; that is, all three can
affect a single subject.
Measuring results
Table V presents the comparison of measurement improvement results of trainees vs.
non-trainees. For both self- and supervisor-evaluations, trainee results improved by
positive scores that ranged from 3.90 to 5.29 for the four criteria. That is, on average
Measuring sales
The effective selling points Factor 1 Factor 2
training
1. Effective time management 0.70607 0.42129 effectiveness
2. Efficiency in closing 0.79272 0.43559
3. A better planning of sales routing 0.81383 0.29029
4. Negotiation effectiveness 0.77236 0.44064
5. Decrease in the rate of complaints 0.70674 0.38464 333
6. Increase the efficiency in handling objections 0.81446 0.31171
7. Relationship w/ customers 0.65319 0.56308
8. Relationship w/ key customer accounts 0.64783 0.38316
9. Relationship w/ peers 0.35902 0.80442
10. Relationship w/ subordinates 0.28817 0.87539
11. Relationship w/ supervisors 0.27728 0.87415
12. Building team spirit 0.51129 0.68983
13. Teamwork 0.59220 0.62116
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Results
Results improvement
improvement for non-
Type of evaluation for trainees trainees
results improved by more than one point (3.90 þ 5.29/2 ¼ 1:15Þ per criterion on the
nine-point scale, which means that the trainees’ results improved significantly from
Pre-test to Post-test 1 and Post-test 2.
To measure the effect of the current sales training program on both self- and
supervisor-evaluations, an experimental design approach was used and MANOVA
was employed to control the overall error rate. In this case, there are two dependent
MIP variables (results improvement through self-evaluation and results improvement
30,3 through supervisor-evaluation) and one independent variable (the sales training
program). By using the F-test of significance with (1,86) degrees of freedom, the results
improvement shows significant differences between the trainees and non-trainees for
Post-test 1 self-evaluation when a 10 percent level of significance is considered
(F ¼ 3.13; p-value ¼ 0.08).
334 After controlling for sales region as a covariate and using the F-test of significance
with (1,84) degrees of freedom for post-test 1 and (1,83) degrees of freedom for Post-test
1 þ Post-test 2, the current sales training program has a significant effect on the results
improvement of sales supervisors generated by self-evaluation for both Post-test 1
ðF ¼ 3:44; p-value ¼ 0.06), and Post-test 1 þ Post-test 2 ðF ¼ 2:63; p-value ¼ 0.10)
analyses. Controlling the sales region covariate reduces the variability error, which
improves the ability to identify the effect of the current sales training programs on
results improvement. That is, H2.1 is supported. Consistently, by looking at the results
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improvement for self-evaluation, the trainee results improvement is slightly higher than
the results improvement of non-trainees across all comparisons. This means that for
self-evaluation as a total, the sales training program is beneficial at the results level.
For supervisor-evaluation, both MANOVA and ANOVA were employed. In ANOVA,
there is only one dependent variable (results improvement through supervisor-evaluation)
and one independent variable (the training program); whereas in MANOVA, there are two
dependent variables (results improvement through self-evaluation and results
improvement through supervisor-evaluation) and one independent variable (the
training program). Both MANOVA and ANOVA generate consistent results.
The results improvement shows significant differences between the trainees and
non-trainees for supervisor-evaluation for Post-test 1 – Pre-test when using F-test with
(1,90) degrees of freedom ðF ¼ 8:39; p-value ¼ 0.00), and ([(Post-test 1 þ Post-test
2)/2] – Pre-test) when using F-test with (1,89) degrees of freedom ðF ¼ 4:74;
p-value ¼ 0.03). Therefore, H2.2 is supported. In regards to supervisor-evaluation, the
results improvement of non-trainees for Post-test 1 – Pre-test and [(Post-test 1 þ
Post-test 2)/2] – Pre-test). For the supervisor-evaluation, the sales training program is
significantly more beneficial for trainees than for non-trainees at the results level.
Managerial implications
This study offers important implications for sales executives, trainers, and field sales
managers about assessing higher levels of sales training. First, the level of difficulty in
the data collection process increases significantly when an experimental design
approach is used to measure higher levels of sales training. Extraneous variables Measuring sales
influenced the sales training process when managers emphasized day-to-day business training
over conducting sales training. As a result sales trainees missed training sessions in
order to complete a sale or solve a customer problem. effectiveness
Second, as demonstrated in this study few companies comprehensively assess higher
sales training levels because of the problems managers encounter when conducting a
comprehensive evaluation (Attia et al., 2002). That said, sales training evaluations can be 335
performed as demonstrated in this study. Although not a simple process to complete, it is
possible for sales managers to assess sales training effectiveness to confirm they are
receiving a positive return on their investment in sales training.
The third implication is that comprehensive evaluations can be conducted by
internal staff members or training consultants using the scales employed in this study.
It is also imperative that firms evaluate multiple training levels that focus on different
dimensions in order to provide management with snapshots of the training process
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that can be woven into a mosaic. Sales training is a complex process and a single
assessment measure does not provide a comprehensive picture of training’s effect on
sales trainees.
Fourth, companies should not overlook the self-evaluations performed by the
salesperson and the salesperson’s supervisor. In this study, supervisor-evaluations
documented more positive outcomes than did trainee self-evaluations of results. One
explanation for this finding exists within the boundaries of the alpha, beta, and gamma
changes that influence the self-evaluation of results by recalibrating the scale used to
measure the construct of interest and the subject’s re-conceptualization of that construct.
Halo-effect bias is another potential explanation since sales supervisors knew who
had attended the training program and they may have been biased toward the fact that
sales training programs should have more positive effects on trainee results. That said,
sales supervisors have a much broader understanding of the importance of training,
possess greater information, and are more capable of evaluating their subordinates’
performance than are trainees and non-trainees when using behaviorally anchored
scales and/or scales shown in this study (Tanner et al., 2009).
Finally, although collecting quantitative sales performance data to measure results
can prove difficult, additional effort may lead to the successful gathering and
assessment of objective measures. Quantitative measures are easier to analyze when
researchers compare the total sales figures between sales territories that received
training and territories that were not subject to training. However, when quantitative
data are unavailable, as occurred in this study, sales managers can evaluate behavior
and results changes attributable to sales training by utilizing self- and
supervisor-evaluations to more effectively plan future sales training programs.
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Further reading
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Attia, A.M. and Honeycutt, E.D. Jr. (2005), “and Mark Leach A three-stage model for assessing
and improving sales force training and development”, Journal of Personal Selling & Sales
Management, Vol. 25 No. 3, pp. 249-64.
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