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Tips For Training Your BDC Team with Liza Martenson

YouTube video posted on May 14, 2025

Written by Katie Miller

0:15

Hello everyone. Welcome back to another

0:17

Volie Rally. Today I'm joined by Liza

0:20

from our team. You all know Liza very,

0:22

very well. She's joining me once again.

0:24

We're going to talk about training for

0:26

today's BDC and service rep. So Liza,

0:29

thanks so much for taking the time with

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me. You bet. So, uh, Liza, really, when

0:37

we look at this, training expectations

0:38

have changed. What should BDC's do to

0:40

keep up?

0:43

Yeah. So, um, as I was prepping for this

0:46

call, I was hesitant to bring up COVID.

0:48

I hate talking about COVID. Um, but

0:51

there was there was a shift there,

0:52

right, to remote work and training. uh

0:56

training also right comes into play

0:58

there. So um postcoid a lot of our

1:01

customers have had to adopt new policies

1:04

and adapt to new tools that they're

1:06

using um with their teams. I think

1:09

remote training makes it easy to quickly

1:12

roll out updates across an organization.

1:16

Um, we're also finding that a lot of our

1:18

customers are leaning into technology,

1:22

how they can leverage technology for

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training rather than kind of an old

1:27

school side by side approach. Uh we find

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that reps engage a little bit better

1:34

with technology where they can sit right

1:37

down at their device um and follow along

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with instructorled whether it's a

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webinar or it's a video that they're

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following along with um just more

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engagement from those tools that they

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can log right

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into. Um, and then you know there's also

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we're finding with our teams there's a a

1:59

need or a desire

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for continuous opportunities for

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training and upskilling. Um, it's

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challenging working that in, right? when

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you have a rep who wants to level up,

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who wants to hit their bonuses uh higher

2:15

than they have in the past, but fitting

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in that time, especially if you're doing

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it one-on-one when you've got a thousand

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other responsibilities um pulling you in

2:25

different directions, but if you have um

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some type of tool that reps can use um

2:32

on their own

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independently, they can take that on.

2:35

they can do their training, they can

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increase their skills uninterrupted

2:40

while you have other daily tasks going

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on. Um, so it's more autonomous in that

2:45

way. Yeah. And those are a lot of great

2:49

insights into some of the macro things.

2:51

You know, let's talk a little specific.

2:53

What what exactly are you seeing that's

2:55

working?

2:57

Um, sure. So, uh,

3:00

having rather than, uh, you know, big

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long sessions, bite-size training, um,

3:08

seems to be working well with our

3:09

customers. A lot of our customers talk

3:11

about utilizing like a daily huddle, um,

3:14

where maybe they pull everyone in for 10

3:17

minutes, something quick. Maybe they're

3:18

addressing a policy change or maybe

3:21

you're reviewing a common rebuttal um,

3:24

and objections to those rebuttals with

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customers.

3:28

um offering up some kind of relevant

3:31

promotion that's being run or some kind

3:34

of value proposition to

3:36

customers. Um in regards to tech, what

3:40

kind of um technology are people using?

3:44

We have had a couple of customers reach

3:46

out about um AI or chatbot mystery

3:51

shops. So, um, you know, mystery shops

3:55

are not new. Um, but having an AI tool

3:58

or some kind of chatbot that's reaching

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in and doing the mystery shop, um, a you

4:03

can get a lot more, uh, outreach done

4:07

that way, a lot more touches. So, just

4:08

more data

4:09

points. Um, sentiment analysis is big.

4:13

AI, call grading, anything um, that can

4:16

be used to kind of look over all

4:18

communications. again just getting a

4:20

bigger sample

4:21

size. Um and then a really big hit has

4:24

been using chat GPT for everything right

4:27

but mainly for scripting creating email

4:30

templates text templates um talk tracks

4:32

for phone calls uh that's been really

4:35

big with our customers as well and uh

4:38

another thing that people are using uh

4:41

you know a lot of our current customers

4:44

that is are are starting to use pulse.

4:46

Liza, can you talk a little bit about

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Pulse and how that's helping with their

4:50

uh the training? Yeah, absolutely. So,

4:54

we've had really great feedback so far

4:55

on our accounts that have been utilizing

4:58

Pulse. One of the huge advantages is

5:00

that, you know, they can kind of sit

5:02

back and uh take comfort in the fact

5:04

that Pulse is listening to every single

5:06

one of their reps calls. I know there's

5:08

a concern uh a with listening to calls

5:13

is time consuming. So, I'm going to have

5:16

to cherrypick the calls that I listen

5:18

to, right? And am I getting a bad sample

5:22

from a rep? Am I coming down on someone

5:23

for one call that went sideways when

5:26

every other call was perfect? Or vice

5:28

versa? Am I catching the one good call

5:31

when I'm missing the call where we

5:34

promised something to a customer that we

5:36

never delivered on? So, I think there's

5:38

peace of mind uh with using a tool like

5:41

Pulse where it's listening to every

5:42

single phone call.

5:44

And then they can personalize what uh

5:48

different triggers they want to be

5:49

alerted on. So like uh I think I

5:52

mentioned if there's um sentiment,

5:54

right? If there's any sentiment flags on

5:56

the call, they can choose to be alerted

5:58

for those. Um if we are not setting a

6:02

solid appointment, they can be alerted

6:04

for those. So little bit of

6:05

customization. Um they're making sure

6:07

that they're touching the calls where

6:09

they're needed most kind of thing. It's

6:11

a fair uh representation of what the rep

6:15

is working on. Awesome. And are there

6:17

any specific wins from one of our

6:20

customers that come to mind with how

6:21

they've trained and motivated their team

6:23

to increase productivity?

6:27

Yes. So, um, as far as motivation,

6:30

right, easy way to motivate people is

6:32

with a pay plan. Um, but not fair to

6:35

have a pay plan where you're not backing

6:38

up the incentives with proper training.

6:40

So, one that comes to mind, um, somewhat

6:43

recent, so we had one of our 20 group

6:46

members, we had a an awesome meeting. We

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were talking about what are KPIs, what

6:50

does everyone hold their team to, and

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how are they compensating for those

6:55

APIs?

6:58

KPIs. Um, that person walked away from

7:00

our meeting uh, totally going to change

7:03

up their pay plan. So they went back um

7:06

kind of set the standards, provided

7:08

resources to train their team to their

7:11

new standards. Um and after implementing

7:15

the new pay plan, the new kind of

7:16

motivation for the training that they

7:19

had provided, they had a 30% increase in

7:22

agent productivity. So huge. Um and now

7:25

they can easily steer their ship, right?

7:27

So they've got the engine pumping kind

7:30

of thing and now they just need to put

7:31

the right activities in front of their

7:33

team. So huge win. Mhm. No doubt. And uh

7:37

and it just shows that with attention,

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focusing on these things and training

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towards the results you want to see as

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well as properly incentivizing um of

7:46

course you can uh you know drive the

7:49

business in the way that you want to. Um

7:52

Liza, can you talk a little bit about

7:54

Volie's uh specific training and support

7:56

ecosystem?

7:59

Yeah. So, um, some of this is, you know,

8:02

not new. Some of this is new. So, we've

8:05

added to our training repertoire what we

8:08

have available. Um, some of the new

8:10

offerings that we have are our agent and

8:13

manager certification courses. Um, the

8:16

manager certification we've uh rolled

8:18

out a couple of months ago. Um, that

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course is going off really well. We've

8:24

had really good feedback. Um we offer

8:28

some tools like I mentioned um chat GPT

8:31

for phone scripting and text scripting.

8:34

So we have some baked in resources like

8:37

that in our manager certification

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course. Um we also rolled out an agent

8:43

certification

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course. Surprisingly to us uh it's been

8:49

really wellreceived even for veteran

8:52

reps. So, not necessarily just your new

8:56

rep onboarding, um, but those reps who,

9:00

like I mentioned earlier, uh, want to

9:02

get 1% better this month, um, are really

9:06

digging into that agent certification

9:08

course, um, and taking, you know, the

9:11

information back to, uh, you know, to

9:14

their daily work, um, and seeing some

9:16

wins there.

9:19

We also have, you know, some of the

9:20

things that we've had for forever,

9:22

right? Um we do have a YouTube channel

9:26

um that has hours and hours worth of

9:29

content. As far as bite-size content,

9:32

each video is somewhere between like

9:35

three and six minutes. They're really

9:37

easy to consume. Um those are great for

9:40

onboarding, but even better for just

9:42

going back and getting a little

9:44

refresher. Um, you know, for reps in the

9:47

communication center, we have our help

9:49

docs in there. I'd love to hear it. I

9:51

just got a compliment earlier this week

9:53

on there's so much in there for our help

9:56

docs. So, I always recommend that. It's

9:58

a good place to start if you're um

10:00

pulling up a new report that you've

10:01

never dug into before or you want to

10:04

dive a little bit deeper, get a little

10:06

bit dangerous with our campaign builder.

10:08

Lots of good resources in there. Um,

10:11

obviously we have uh my team, our team,

10:14

so onboarding support, um, all of those

10:18

in-person um, virtual trainings that we

10:21

offer. Um, so lots of different

10:23

resources to increase your Volie

10:26

knowledge. And then we've seen a need

10:28

also just for increasing

10:31

um industry knowledge or some of those

10:34

uh just skills that are necessary um for

10:37

a rep who's who's working directly with

10:40

consumers.

10:41

And specifically to Volie, you know, like

10:43

Liza said, we're always posting YouTube

10:46

videos and and starting new webinars

10:48

like the Volie 15 to to show off and uh

10:51

get you all knowledgeable about what's

10:53

coming. So, always trying to keep you

10:55

all in the loop. Well, Liza, thank you

10:57

so much for joining me today. What as we

10:59

wrap up here would be your number one

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takeaway, your number one training tip

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for

11:06

2025? I thought about this one um

11:09

thought through a lot of conversations

11:11

that uh that I've had with our customers

11:14

recently. Um all of this talk about AI,

11:17

right, and different AI tools that are

11:19

interacting with our

11:21

customers, that's not going away, right?

11:24

So, as it's becoming more and more

11:26

prevalent um in dealerships and really

11:29

everywhere, uh those human skills,

11:33

emotional intelligence, adaptability,

11:35

just basic communication skills, those

11:38

are going to be key differentiators for

11:40

your team and your business. Um so, my

11:43

number one tip is to prioritize that

11:46

human skills, um human skills

11:49

development. So that might look like

11:51

role play. It should look like real time

11:54

coaching and feedback um for any

11:57

customerf facing roles in your

11:59

organization.

12:00

Uh thanks Liza. What should anyone

12:02

tuning in uh how can they reach you or

12:04

the Volie team uh if they want to you

12:07

know learn more about training tips?

12:10

Yeah, so uh Katie on our team is leading

12:12

up all of our training. Um you can reach

12:15

out to Katie. Her email is

12:17

katievi.com. It's an easy one. So, it's

12:19

K. Never saw that coming. It's K A T I

12:24

EVI.com. Um, but please always I'm

12:28

always available to all of our

12:29

customers. Um, it's fun to chat through

12:32

some of this stuff. So, uh, you know,

12:35

you can always grab me. Mine's

12:37

Liza.com. That's liz.com.

12:41

Sounds great. Well, thank you so much

12:43

for taking the time and I hope everyone

12:44

tuning in has a fantastic day.

12:47

[Music]

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