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.
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.