Sales Associate — Sales Tools & Technology Proficiency
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What you'll learn:
- **Description:** This day focuses on the fundamentals of sales and an overview of the tools sales associates commonly use. Learn the sales process, from prospecting to closing. Familiarize yourself with basic CRM (Customer Relationship Management) concepts and the different types of sales tools. - **Resources/Activities:** - **Expected Outcomes:** Understand the sales process, identify key sales tools, and become familiar with basic CRM functionality.
Personal Notes:
What you'll learn:
- **Description:** Dive deeper into CRM systems. Learn how to navigate a CRM interface, understand contact and deal records, and practice basic data entry. Focus on the importance of data accuracy and organization. - **Resources/Activities:** - **Expected Outcomes:** Proficiency in navigating a CRM interface, creating and updating customer records, and understanding data entry best practices.
Personal Notes:
What you'll learn:
- **Description:** Explore sales-related email and communication tools. Learn about email etiquette, email templates, scheduling emails, and using communication platforms for sales purposes. - **Resources/Activities:** - **Expected Outcomes:** Understanding of effective sales email communication, ability to create basic email templates, and familiarity with common sales communication platforms.
Personal Notes:
What you'll learn:
- **Description:** Understand the concept of sales automation and its benefits. Learn about lead management and lead scoring. Explore how to use sales automation tools for various tasks. - **Resources/Activities:** - **Expected Outcomes:** Understanding of sales automation, ability to identify lead management basics, and familiarity with a sales automation platform.
Personal Notes:
What you'll learn:
- **Description:** Learn how to use presentation tools and sales collateral. Practice creating and delivering basic presentations. Understand the purpose and usage of sales decks and brochures. - **Resources/Activities:** - **Expected Outcomes:** Familiarity with presentation tools, basic presentation creation skills, and understanding of sales collateral.
Personal Notes:
What you'll learn:
- **Description:** Introduction to sales reporting and analytics. Learn how to interpret sales metrics. Understand how to use reports to track progress and make data-driven decisions. - **Resources/Activities:** - **Expected Outcomes:** Understanding of key sales metrics, familiarity with CRM reporting features, and ability to analyze basic sales reports.
Personal Notes:
What you'll learn:
- **Description:** Review the tools covered during the week, focusing on integration and real-world application. Practice using the tools in a simulated sales scenario. - **Resources/Activities:** - **Expected Outcomes:** Ability to integrate the tools learned, practical application of the tools in a simulated sales environment, and increased confidence.
Personal Notes:
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