KM SYS2 – Tools to Manage a Sales Practice

The objective of this course is to teach salespeople how to use a sales Pipeline and Activity Tracker to correctly manage his or her client flow and daily activities so that all the important tasks and activities do not fall through the cracks.

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About This Training Program

The Essential Tools to Build, Maintain & Manage a Sales Practice is also called System #2. Making sure that all the clients that need to be touched are touched and all the activities for running your sales practice that need to done are done, it’s a full time job. Trying to do this from memory or without proper tools or having a strategy is madness; yet that is what the majority of salespeople do every day when they go to work without a proper plan of action.

What You Will Learn

  • How the Pipeline will ensure no client falls through the cracks
  • How to use an Activity Tracker to maximize productivity
  • How to get more done in one day than most in a week
  • How to never miss a selling opportunity

How Will This Training Be Applied

  • How to better manage a sale practice
  • How to use accountability strategies
  • How to use CRM to better focus activity
  • How to improve personal performance
  • How to track client movement throughout the sales process

What You Can Expect

  • This course is self-paced.
  • This course may contain lessons that include a series of topics.
  • All topics must be completed before moving on to the next lesson.
  • Email notification will be sent when next lessons are accessible.
  • Upon successful completion of the entire course, the professional will receive a course badge, a certificate of completion, and CEU credits towards annual recertification.


Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.

One license for one user

Multiple licenses for team management

$97.00 - Purchase This Course