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Roles and Responsibilities of a Sales Representative · LearnSpace
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Roles and Responsibilities of a Sales Representative

Курс от Zoho Corporation
Начальный≈ 19.3 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

The "Roles and Responsibilities of a Sales Representative" course is designed to help an entry-level sales professional gain a firm understanding of the primary expectations from their role and the skillsets required to meet those expectations effectively. Practical tips, expert interviews and hands-on assessments and suitable assignments make this course interesting, engaging and useful for a beginner in the world of sales. By the end of this course, the learner will be able to: — Describe the structure of a sales department in an organization — List the roles and responsibilities of a sales rep — Enumerate the role of a sales rep in qualifying new business and retaining existing business. — Visualize a day in the life of a sales rep — Map basic sales rep action items to the CRM "school students and professionals with an interest in programming.

Навыки, которые вы освоите

Account ManagementGeneral Sales PracticesProspecting and QualificationSales ManagementNew Business DevelopmentCustomer RetentionSales ProcessSalesCustomer EngagementCustomer Relationship Management (CRM) SoftwareCross SellingSales DevelopmentUpsellingPrioritizationCustomer Relationship Management

Программа курса

4 модулей · 100 учебных материалов

01Course overview23 материалов

Introduction to the Zoho Sales Rep Professional Certificate Program

About the Zoho Sales Representative Professional Certificate Program ВидеоComponents of the programЧтениеZoho CRM for businesses — An overviewВидеоMeet the TeamЧтение

Учитесь у экспертов

Zoho CRM

Преподаватель курса

Roles and Responsibilities of a Sales Representative
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Обучение на Coursera

≈ 19.3 ч

4 модулей

Язык: Английский

Субтитры: Дари, Узбекский, Пушту

Часть программы вашего университета
Learning Objectives of this Professional Certificate ProgramЧтение
Instructions to sign up for a Zoho CRM accountЧтение

Introduction to the Course: Roles and Responsibilities of a Sales Representative

About the Roles and Responsibilities of a Sales Representative CourseВидео

Structure of a sales department

Sales department structures — An overviewВидеоSales development representatives / Lead Development Rep/BDRВидеоSales Representatives — [Inside sales rep / Account executive | Outside sales rep/ Account executive/ travelling sales rep]ВидеоProduct specialists / technical sales/ sales consultantsВидеоSales coachesВидеоSales managerВидеоSales director/VP ЧтениеStructure of a sales departmentЗадание

Working together to make a sale

Sales Department in a SaaS Company: Example ЧтениеWorking Together to Make a Sale — OverviewВидеоAccount Ownership (Co-ownership & team selling)ВидеоPermissions and data sharingВидеоUnderstanding approval systemsВидеоCollaborative Scenarios in SalesЧтение Sales collaborationЗаданиеCommon structure of a sales departmentЗадание
02Customer Acquisition: Qualifying new business30 материалов

Prospecting

Prospecting — OverviewВидеоValidating contact informationВидеоIdentifying decision makersВидеоSetting appointmentsВидеоNeeds analysisВидеоProspectingЗадание

Qualification

Qualification— OverviewВидеоSolution mappingВидеоMarket researchВидеоMaking a Sales PitchЧтениеValue propositionВидеоObjection handlingВидеоQualification and conversion

Proposals

Proposals — OverviewВидеоNegotiationВидеоDiscount approvals and quote reviewВидеоQuote conversionsВидеоWorking with quotesЗадание

Closing

How closing a sale can lead to win or lossВидеоWinning a deal — Next stepsВидеоLosing a deal — Analyzing reason for lossВидеоInvoicing and further actionsВидеоCustomer RetentionВидеоClosing a saleЗадание

CRM for new business qualification

Sales pipeline managementВидеоNavigating a sales process in the CRMЧтениеScenarios: How to implement Zoho CRM for different sales process flowsЧтениеCRM for new business qualificationЗаданиеCustomer Acquisition: Qualifying new businessЗадание
03Account Management— An overview22 материалов

Account Management— An overview

Building relationships beyond a saleВидеоNurture and retain customersВидеоOpportunities to problem-solve and sell. ВидеоAccount ManagementЗадание

Account based selling

Segmenting target accountsЧтениеDefine and target decision makers in the account organizationВидеоDefining buyer persona/ICPВидеоTailor made engagementВидеоMeasure and improveВидеоAccount based sellingЗадание[Optional] Video Podcast: Expert segment on Qualification of new business, Key account managementВидео

Tailoring Engagement for Upselling and cross-selling

Identifying Needs for Decision Makers ЧтениеCreate tailor made upselling / cross selling engagement strategyВидеоContinuously monitor response and improve effortsВидеоWork with key deliverables (case studies, comparison documents etc)ЧтениеUpselling and Cross-sellingЗадание

Tools for key account management in CRM — Demo

Customer segmentationВидеоPersonlized engagementВидеоMeasuring performanceВидеоAI in recommendations and predictionsЧтениеTools for Key account managementЗаданиеGraded assessment : Account managementЗадание
04A day in the life of a sales rep25 материалов

A day in the life of a sales rep

Overview — Day in the life of a sales repВидеоPlanning the Day for Sales RepsЧтениеPrioritization of Tasks for Sales RepsЧтениеSpeaking to customersЧтениеCollection of interviews with new sales repsЧтениеA day in the life of a sales repЗадание

Cultivating healthy sales habits

Reading for Sales RepsЧтениеWorking out and staying physically fit ЧтениеBalancing act: Staying grounded during wins and motivated during lossesВидеоEffective Communication for Sales RepsЧтениеAdaptability in SalesЧтениеThe Power of Collaboration in SalesЧтениеCultivating healthy sales habitsЗадание

Day-to-day action items in CRM for sales reps

CRM tasks for a sales rep— Getting started ВидеоAdding a lead in Zoho CRM - DemoВидеоConverting a lead to a contact in Zoho CRM - DemoВидеоAdding an Activity in Zoho CRM - DemoВидеоCreating a Deal in Zoho CRM - DemoВидеоClosing a Deal in Zoho CRM— InstructionsЧтение
Чтение
QualificationЗадание
Working with the Record Detail Page in Zoho CRM — InstructionsЧтение
CRM on the Go — Using the Zoho CRM Mobile App (Instuctions)Чтение
[Optional] Video Podcast: Expert Segment on Sales Collaboration, A day in the life of a sales rep, Dos and don'ts in SalesВидео
Day-to-day action items in CRM for sales repsЗадание
A Day in the life of a sales repЗадание
Congratulations on completing the course!Видео