Description
This suite of three courses, one exercise module, and one toolkit* explores tactics to focus sales efforts by identifying the most promising opportunities from a client base. Completing this suite provides tools, such as the Sales Portfolio Process, to help select clients and organize data in order to effectively plan calls, track contacts, and make sales.
Concise, impactful lessons can be applied on the job immediately.
- Creating Sales Portfolios
- Managing Client Portfolios
- Planning a Call
- Sales Planning – Apply What You’ve Learned
- Sales Planning Skills – Learner Toolkit
