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B2B Sales Enablement Best Practices: Driving Sales Efficiency in a Hybrid World

February 18, 2025 | Oro Team

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The way B2B sales teams engage buyers has changed. Customers are more informed, more independent, and more selective about when and if they speak with a salesperson. But while digital commerce has transformed buying behavior, traditional relationship-based B2B sales are still essential, especially for complex or high-value purchases.

This shift means that successful sales teams aren’t choosing between traditional selling and digital tools – they’re integrating both. That’s where unified sales enablement comes in.

A strong sales enablement strategy ensures marketing and sales teams have everything they need (content, insights, training, and technology) to engage customers effectively across both digital and traditional channels. The key is knowing when to automate the sales process and when to add a personal touch.

What Is Sales Enablement?

At its core, sales enablement is an ongoing effort to provide sales teams with the right tools, sales content, training, and technology to improve sales productivity and drive better customer interactions.

A complete sales enablement process includes four key pillars:

  1. Processes – Structured sales training, coaching, and execution frameworks.
  2. Insights – Sales analytics and data-driven decision-making to optimize the sales process.
  3. Content – Targeted sales enablement materials (videos, decks, product sheets, assessments) that align with different buyer touchpoints.
  4. Technology – Digital platforms that integrate with customer relationship management (CRM) systems, AI-powered tools, and content management tools.

Why Sales Enablement Is Critical for B2B Sales Teams

Traditionally, B2B buyers depended on sales professionals for product knowledge. Now, they self-educate online, limiting the influence of reps. 

Without an effective sales enablement strategy, sales and marketing teams struggle to align, leading to inefficiencies and lost opportunities.

Consider these trends:

  • B2B buyers are 1.8 times more likely to complete a high-quality deal when they engage with supplier-provided digital tools in partnership with a sales rep rather than independently.
  • The B2B sales cycle stretched 20% longer in 2024, indicating a need for more efficient sales processes.
  • By 2026, 30% of B2B sales will take place in digital sales rooms.

why you need b2b sales enablementThe reality is clear: As sales cycles grow longer and buyers rely more on digital tools, sales and marketing teams need better access to relevant content, data, and technology to stay effective and competitive.

Unified Sales Enablement Best Practices

The real challenge for B2B sales enablement teams in manufacturing or distribution isn’t just selling but making sure every touchpoint, whether automated or human-led, works together. Here’s how to combine the strengths of digital commerce and traditional sales into a unified sales enablement strategy that works.

1. Automate the Routine, Keep Sales Reps for the Complex

Smart automation in B2B sales clears the path for the sales team to tackle more strategic, complex opportunities without being bogged down by manual tasks.

For example, automating RFQs (Requests for Quotation) and RFPs (Requests for Proposal) is a game-changer for commodity-based products. If a distributor sells standardized industrial components, buyers likely just want pricing and availability, not a drawn-out negotiation.

In this case, a digital platform should instantly generate quotes, apply predefined pricing structures, and even allow customers to convert quotes into orders without human involvement.

But if you’re selling customized machinery, chemical formulations, or high-value OEM parts, automation can only take the process so far.

At a certain point, buyers will need guidance on specifications, compliance, or integrations with existing systems. That’s when a seasoned sales rep, armed with customer history, market insights, and product expertise and other sales enablement tools, must step in.

Think of it like an airline check-in process. For most travelers, self-service kiosks and mobile check-ins are fast and convenient. But if there’s a complicated ticket issue, a missed connection, or an upgrade request, travelers want a human agent to resolve their problem efficiently.

B2B sales should work the same way: automate the standard using sales enablement software, but ensure expert intervention is readily available when complexity arises.

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2. Treat Self-Service as an Entry Point, Not the Full Experience

Manufacturers and distributors often assume that a self-service portal means buyers will handle everything themselves. That’s rarely the case. Instead, digital touchpoints should serve as an on-ramp, a way to educate, guide, and capture customer intent before a sales conversation begins.

For example:

  • A self-service product configurator allows an industrial buyer to customize a machine by selecting power, capacity, and optional add-ons. But before finalizing the purchase, they’ll likely want to discuss lead times, financing, or regulatory requirements, which requires a sales rep.
  • A customer portal with real-time pricing and stock availability lets buyers place reorders instantly. But if a buyer is sourcing a new product line, they’ll need expert advice on compatibility, alternatives, and volume discounts.

A common mistake B2B companies make is not integrating sales teams into digital channels. The best self-service platforms don’t just provide product information – they make it easy to escalate to a human expert via chat, video calls, or scheduled consultations.

Consider the buyer journey of a construction materials wholesaler. A contractor may visit an online portal to check the latest pricing for bulk cement. But if they’re bidding on a large project and need a custom quote with multi-location delivery, they expect a seamless transition from self-service to direct sales engagement, without repeating information.

The lesson

Self-service should empower buyers while also equipping sales teams with the insights they need to provide timely, informed support. The right balance ensures that buyers have the freedom to explore independently, and reps have the tools to step in when expert guidance is need

3. Make Your eCommerce Platform a Sales Tool, Not Just a Transactional Site

Too many B2B eCommerce sites are built purely for order-taking, leaving valuable data and opportunities for sales enablement untapped. A well-structured unified sales enablement turns digital commerce into a resource for both buyers and sales and marketing teams.

For example, your eCommerce platform should function as a dynamic product knowledge hub for sales and marketing:

  • Detailed product specifications, CAD drawings, and compliance documentation and other important sales content should be available in one place, eliminating the need for sales and marketing teams to email PDFs back and forth.
  • AI-driven search and filtering should help buyers narrow down product options based on specific industry needs (e.g., “heat-resistant coatings for aerospace”).
  • Live inventory tracking gives sales teams visibility into what’s available, reducing time wasted on back-and-forth stock inquiries.

similar products functionality in orocommerceTake industrial equipment manufacturers as an example. Instead of sending their reps to every customer inquiry, a digital platform can educate buyers on product capabilities, run side-by-side comparisons, and suggest complementary items.

But when a buyer adds high-ticket equipment to their quote, the system should trigger a sales intervention, ensuring that the rep steps in to discuss pricing strategies, financing, and long-term service contracts.

In short: Your eCommerce platform should be more than a catalog, it should be an extension of your sales team.

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4. Use eCommerce Data to Sharpen Sales Tactics

Your digital commerce system holds a wealth of insights, but most sales teams aren’t using it effectively. Instead of relying on outdated CRM notes or gut instinct, sales teams should leverage real-time eCommerce data to refine their sales strategies and accelerate sales.

Here’s how using eCommerce data can improve sales performance

Purchase patterns icon

Purchase patterns can reveal cross-sell and upsell opportunities. If a customer frequently buys circuit breakers, they might also need electrical enclosures and grounding kits, but they won’t know unless a rep suggests it.

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Cart abandonment data highlights customers who browsed but didn’t buy. If an engineer from an aerospace firm spent 20 minutes configuring a product but left without ordering, a sales rep can follow up with targeted messaging: "We saw you were looking at high-temperature alloys. Would you like to discuss material certifications or lead times?"

Rates

Quote-to-order conversion rates can flag inefficiencies. If quotes are being generated but not turning into orders, it may indicate pricing misalignment, slow response times, or missing product information.

Think of it like retail analytics. Brick-and-mortar stores track which products get the most foot traffic, how long customers browse, and which promotions drive conversions. B2B companies need to apply the same level of data-driven strategy to their sales enablement efforts.

5. AI-Powered Sales Enablement

Not long ago, a typical day for a sales team at a B2B company looked something like this:

A purchase order arrives, maybe as a PDF attachment, a spreadsheet, or even faxed in (yes, that still happens). Someone from the team opens it, manually keys in the details, checks stock levels, applies contract pricing, and then forwards it for approval.

If anything’s missing or unclear, there’s a back-and-forth with the customer. Hours pass, sometimes days. Multiply that by dozens of orders a day, and it’s easy to see why sales teams spend more time processing paperwork than actually selling.

Now, AI changes the equation.

AI in B2B eCommerce is here

Instead of manually retyping purchase order details, AI-powered tools, like OroCommerce's AI SmartOrder, scan and extract key data, like customer info, product SKUs, quantities, pricing, and transfer it directly into your eCommerce system and ERP. What used to take hours now happens in seconds, freeing up sales teams to focus on more valuable work, like consultative selling and account management.

Faster Responses, Fewer Bottlenecks

Speed matters just as much as accuracy in B2B sales, which is why another key shift is reducing response times with AI-powered customer interactions.

Buyers don’t want to wait days for pricing confirmations or stock availability. AI-driven assistants embedded into eCommerce platforms, customer portals, or chat tools can instantly pull real-time data and provide accurate responses. No more “Let me check and get back to you” – buyers get the answers they need immediately, keeping deals moving.

How to Measure Sales Enablement Success in B2B Commerce

Measuring sales enablement success helps reveal what’s working and where adjustments are needed. While sales volume is an obvious indicator, a more complete picture comes from tracking key metrics tied to your initial goals. Here are essential KPIs to consider:

Leads icon
Leads-to-Opportunities Conversion:

Tracks how many leads turn into qualified sales opportunities. An upward trend shows that leads are well-qualified and that sales teams are focusing on the right prospects.

Opportunities icon
Customer Satisfaction Scores:

Rising NPS or other customer satisfaction metrics indicate that sales enablement efforts are enhancing the customer experience.

Sales Cycles icon
Sales Cycle Length:

Shorter sales cycles suggest that sales enablement tools and processes are helping teams respond faster and meet customer needs more efficiently.

Sales Productivity
Opportunities-to-Closed Deals Conversion:

Higher close rates reflect improved customer engagement and better-equipped sales teams.

Customer icon
Sales Productivity per Representative:

Measures how efficiently each sales rep operates. An increase means that access to better tools, content, and data allows sales teams to focus more on selling and less on administrative tasks.

Tracking these sales enablement metrics ensures that sales enablement strategies deliver real results while showing where improvements can drive even better outcomes.

Winning B2B Sales Enablement Strategies

B2B sales and marketing aren’t going digital or staying traditional, they’re doing both, like a salesperson who uses AI for order processing but still closes deals over a steak dinner. Unified sales enablement means streamlining workflows with automation while keeping sales teams at the center of complex, high-value interactions.

The companies that make that happen? They’re the ones winning more deals, keeping customers happy, and proving that the future of B2B sales isn’t about replacing people. It’s about making them better at what they do.

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B2B Sales Enablement – FAQ

What Are Sales Enablement Tools?

Tools for sales enablement are technologies and resources designed to support sales teams throughout the sales enablement process.

This includes content management systems for organizing and sharing sales content, marketing automation platforms for streamlining communication, and analytics tools for tracking performance.

Sales enablement software often integrates with CRMs, making it easier for sales reps to access relevant materials, manage leads, and enhance their productivity.

What are the Benefits of Sales Enablement?

The benefits of sales enablement include increasing sales productivity by equipping sales teams with better tools, resources, and insights.

It improves alignment between sales and marketing departments, ensures that marketing efforts produce relevant content for sales use, and enhances sales coaching through better training programs.

With the right sales enablement software, teams can shorten sales cycles, close more deals, and deliver a better customer experience.

Who Owns Sales Enablement?

Ownership of sales enablement often depends on the organization. In many cases, a sales enablement manager leads the effort, leading sales and marketing efforts to implement sales enablement tactics.

Some companies place sales enablement under the sales and marketing departments, ensuring that both teams are aligned on goals, content, and strategy. Regardless of who owns it, effective sales enablement focuses on providing the tools and resources that help sales teams succeed.

What is the difference between CRM and sales enablement?

A CRM system manages customer relationships by tracking interactions, storing data, and managing pipelines. Sales enablement focuses on providing sales teams with the tools, resources, and sales content they need to engage prospects and close deals.

While CRM organizes customer information, sales enablement focuses on supporting the entire sales journey with training, content, and process improvements that help sales teams perform more effectively.

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