Strategic Planning

Description

Week 1

Essential concepts for a good portfolio management
An account manager and his main soft skills
Technical skills
The importance of data and analysis
Sales funnel
Essential metrics
Prioritizing and splitting your portfolio
10 videos, 15 readings, 4 questionnaires

Week 2

Creating a success plan
Why analyze and plan before selling
Planning for development
Analysis of the previous period
SWOT Analysis
General Forecast or general sales forecast
Pipeline Strategy
8 videos, 5 readings, 3 questionnaires

Week 3

Automation and efficiency
Automation through a CRM and its origins
Benefits of CRM
Why we use Salesforce and why this knowledge can be applied to other CRMs
Basic uses of a CRM
4 videos, 3 readings

Week 4

Practical use of a CRM
Your accounts in the Salesforce CRM 1
Your accounts in the Salesforce CRM 2
Managing your pipeline in the Salesforce CRM
Next steps in the Salesforce CRM
Creating a dashboard in the Salesforce CRM
6 videos, 4 readings