Course Outlines

Course I: Planning and Managing Sales Territories

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This interactive workshop covers the essential skills needed to master the key elements of strategic sales planning. The course uses a combination of self-assessment, case examples, group discussions, and individual feedback to help prepare participants for the daily challenge of professionally managing a sales territory. 

Class 1
Setting Sales Goals
Class 2
Conducting Complete Market Analysis
Class 3
Utilizing Strategic Planning
Class 4
Implementing Sales Tracking

•  Elements of Worthy Sales
   Goals
•  Prioritizing Sales Related
   Activity
•  Establishing Developmental
   Goals
•  Outlining Productivity Goals

•  Identifying Top Industry
   Groups
•  Mapping Key Account
   Locations
•  Ranking and Prioritizing
   Markets
•  Market Penetration and
   Share

•  Instituting a Company
   Review
•  Building Customer Profiles
•  Understanding Competitive
   Forces
•  Establishing Your Sales
   Process

•  Examining Sales Cycles
•  Developing Tracking
   Methods
•  Setting Sales Time Lines
•  Accurately Forecasting Sales

 

Course II: Sales Organizing and Account Management

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Make a quantum improvement in your organizational skills by participating in this foundational workshop. This course explores techniques and tools anyone can use to enhance their professional performance in the field. It describes in detail how to acquire, set-up, and use sales management systems that improve efficiency. The material represents actual examples that have proven to produced measurable results.

Class 5
Develop Simple and Effective Filing Systems
Class 6
Establish Powerful Sales Management Logs
Class 7
Create High-Impact Sales Presentation Cases
Class 8
Storing Sales Data Safely and Efficiently

•  Document Sales Related
   Activity
•  Maintain Critical Account
   Information
•  Develop Sales Reporting
   Systems
•  Track Business Expenses

•  Create Sales Management
Books
•  Build Target Lists
•  Set up Activity Logs
•  Develop Expense Logs

•  Organizing Your Briefcase
•  Presenting Sales Material
•  Utilizing Sample Cases
•  Using Portfolios

•  Business Organizers
•  Central Database
•  CRM Systems
•  Notebook Computer

 

Course III: Time Management and Field Sales Efficiency

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Accelerate your sales growth with the latest time management tools and techniques. This course provides sales people with a unique insight into the use of time management tools. It explores several different types of time management options and offers practical advice on how best to use them. Participants take away a mastery of sales communication and scheduling.

Class 9
Using Communication Tools Effectively
Class 10
Maximizing Your Travel Time
Class 11
Scheduling Sales Calls
Class 12
Conducting The Perfect Call

•  Utilizing Corporate Data
   Networks
•  Maximizing Wireless
   Technology
•  Initiating Messaging
   Systems
•  Using Third Party Providers

•  Developing Navigational
   Charts
•  Setting Travel Schedules
•  Utilizing Route Systems
•  Selecting Modes of
   Transportation

•  Sales Prospecting
•  Making Cold Calls
•  Understanding Warm Calls
•  Leveraging Hot Leads

•  Reviewing Your Plan
•  Pre-Call Preparation
•  Sales Meetings
•  Follow-up