Client stories

Cat Marine created a seamlessly blended solution that was accessible to all salespeople

A well needed culture change for Cat Marine, powered by learning technology from Mindtools Kineo

Case Study

The challenge

Cat Marine needed a culture shift – one that took the sales team away from a technically-focused selling model and moved them to a more consultative approach. The shift needed to upskill the team selling the new end-to-end services and teach salespeople to understand their customer’s unique situation and recommend solutions based on the benefits.

The new solution needed to provide the 400 sales team with a standardised set of training that was accessible offline.  With only 15% of that 400 workforce employed by Cat Marine, the training needed to be engaging and informative enough for external dealerships to undergo training by choice.

The Solution

A truly blended solution

Kineo worked with Cat Marine to create a seamlessly blended solution that was accessible to all salespeople. The first step was to overhaul the current learning content. All new digital learning is bite-sized and has been built using the Adapt framework; content is now segmented based on the needs of the customer rather than grouping by-products. The content is delivered, tracked and measured using Kineo’s cloud-based Totara SaaS and includes additional plugins to support the needs of the diverse team.

The solution

To encourage informal and social learning, Kineo added a content curation plugin called Anders Pink to the LMS. The tool curates news articles and social media posts every few hours. This keeps the page content fresh and provides learning at the point of need that’s bespoke to the different segment pages. These curated articles also formed the foundation of a social approach that involves articles being commented on and followed up with in-house podcasts.

Having a centralised LMS helped ensure a standardised level of learning is carried out across Cat Marine and their external dealers. Learning knowledge is tested using accompanying quizzes created using inbuilt Totara functionality and additional incentives were introduced via high score tables. Internet access can be limited for salespeople, so Kineo built an offline app to support the LMS for when they are offline.

The results

A 16% performance improvement

Thanks to the use of focus groups, Cat Marine were able to gauge user sentiment before rollout and drum up excitement. This resulted in high uptake with sales quickly asking when they can have access. For the first time, salespeople have been taking an active interest in their learning and engaging with forum discussions, suggesting podcast topics and additional resources.  The platform has helped to identify who, where and how much knowledge the global sales team have.

Data shows all dealers are using the system, enabling the business to work with both internal and external dealers like never before. Once skills and knowledge are tested the LMS identify areas salespeople can revisit and push notifications can be sent out via the app and LMS indicating when new learning content is available.

Since 11 January 2017, nearly 281 users out of the 400 sales team have accessed the system. As of April, there were 105-course completions, and 137 entries have been made on the forum and there have been over 50 podcast completions.

A recent test of the platform during the Cat Marines Asia sales conference showed a 16% performance improvement across a range of technical and commercial topics.

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