4393 Sales courses

Duration 5 Days 30 CPD hours This course is intended for This course is intended for individuals who need to manage instances of Salesforce Sales Cloud©. Target students have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees, IT employees who are given the additional responsibilities of Salesforce.com© system administration, or external consultants who have been engaged to provide administrative support for an organization.This course can also be an important component of preparing for the Salesforce Certified Administrator exam for students who are seeking the Salesforce Certified Administrator certification. Overview In this course, students will perform the basic skills required of a typical Salesforce system administrator.Students will:- Describe basic concepts related to Salesforce administration.- Set up an organization.- Manage user accounts.- Implement security controls.- Configure the Salesforce Classic user interface.- Support the Lightning Experience user interface.- Customize pages.- Manage Opportunities.- Implement additional Opportunity features.- Implement data validation and workflows.- Manage Leads.- Manage Accounts.- Manage Contacts.- Manage Campaigns.- Manage Cases.- Manage custom objects.- Manage data.- Configure views, reports, and dashboards.- Integrate and extend Salesforce. In this course, students will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. Students will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and they will establish patterns of critical thinking that can help them to ensure that they are indeed taking the right approach and providing the necessary support for each request they receive. Introduction to Salesforce Administration The Salesforce Data Model SMART Administration Principles Setting Up an Organization Manage the Company Profile Configure Organizational Settings Managing User Accounts Create User Accounts Manage Users Implementing Security Controls Salesforce Security Essentials Configure Profiles Establish Organization-Wide Sharing Defaults Configure Roles Create Sharing Rules Perform a Health Check Configuring the Salesforce Classic User Interface Configure User Interface Settings Customize the Home Page in Salesforce Classic Configure Search in Salesforce Classic Supporting the Lightning Experience User Interface Implement Lightning Experience Customize Lightning Experience Home Pages Customizing Pages Create Page Layouts in Salesforce Classic Customize Record Pages in Lightning Experience Introduction to Opportunity Management Opportunity Management Essentials Design and Implement Opportunity Fields Design and Implement Opportunity Stages Design and Implement Opportunity Contact Roles Design and Create Opportunity Record Types Implementing Additional Opportunity Features Implement and Maintain Opportunity Products and Price Books Implement the Similar Opportunities Function Implement Opportunity Teams Create a Big Deal Alert Implementing Data Validation and Workflows Create and Test Validation Rules Create and Test Workflows Managing Leads Lead Management Essentials Design and Implement Lead Fields Design and Implement Custom Lead Sources Design and Implement Web-to-Lead Forms Design and Implement Lead Assignment Rules Managing Accounts Design an Account Management Model Implement an Account Management Model Managing Contacts Design a Contact Management Strategy Implement a Contact Management Strategy Managing Campaigns Prepare for Campaign Management Administer a Campaign Management Strategy Managing Cases Case Management Essentials Design and Implement Case Fields Design and Implement Case Origins Automate Case Management Providing Apps and Custom Objects Supply Apps in Salesforce Classic Supply Apps in Lightning Experience Managing Data Data Management Essentials Import and Update Data Back Up and Restore Data Configuring Views, Reports, and Dashboards Create Views Create and Manage Reports Create and Manage Dashboards Integrating and Extending Salesforce Integrate Salesforce and Outlook Implement Salesforce1 Implement SalesforceA Additional course details: Nexus Humans Salesforce.com - Sales Cloud Administration Essentials training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce.com - Sales Cloud Administration Essentials course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Selling Skills for Professionals: Part 1 Prospecting   Course Description   Copyright Ross Maynard 2021   Course Description Welcome to Selling Skills for Professionals: Part 1 Prospecting. If you are an accountant, a lawyer, a consulting engineer, a surveyor, an actuary, a management consultant, an events organiser, an HR professional or any other form of professional businessperson, and you need to identify and develop new clients, then this course is for you This is part 1 of a two-part course on selling skills for professionals. In Part 1 I cover prospecting, that is identifying potential future clients and making the initial approach. In Part 2 of Selling Skills for Professionals I cover the sales process once you have a make contact with a potential client. Selling Skills for Professionals covers high involvement purchases where the commitment is a significant one for the purchaser. This covers relatively expensive business investments, but also purchase agreements which the purchaser feels will have a significant impact on their business – for example engaging an accountant or a lawyer, or a management consultant, and so on. With a high involvement purchase, the client typically will consider a range of alternatives; will review a variety of information sources; and will evaluate product and service attributes in detail. This means that there is a relatively high barrier to surmount to get the potential client’s attention. A solid approach to prospecting and a well-structured sales process can increase that conversion rate and enhance your success in securing clients who will remain with you for the long term. That is the purpose of this course.   I hope you enjoy the course.     Key Learning Points  On completion of the course, delegates will be able to: Describe the scope and purpose of sales prospecting for professional services Understand the five rules of selling professional services Develop a branding statement for themselves and their organisation Define the criteria for the clients they wish to target Appreciate the importance of client pain points and how to identify them Prepare materials for prospecting Create a cold calling script for prospecting Write a cold email or LinkedIn message to prospects including a strong subject line Understand the sorts of questions they can use to stimulate client engagement in a discussion Move prospects onto the next stage of the selling process     Curriculum Module 1: First Principles in Selling Professional Services Lesson 1: The Five Rules of Selling Professional Services Lesson 2: The Five Rules of Selling Professional Services Lesson 3: Branding   Module 2: Getting Ready to Prospect Lesson 4: Identifying Prospects Lesson 5: Client Pain Points and the Purpose of Prospecting Lesson 6: Preparing to Prospect   Module 3: Making the Approach Lesson 7: Seven Seconds to make an Impact Lesson 8: Crafting the Message: Cold Calling Lesson 9: Crafting the Message: Cold Email Lesson 10: Sample Scripts for Cold Email  Lesson 11: Trigger Questions Lesson 12: Getting Ready to Sell: The Next Stage  Lesson 13: Key Learning Points in Prospecting     Pre-Course Requirements There are no pre-course requirements     Additional Resources None     Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel

Deals Pitching Finding out about deals pitching is totally essential for everybody hoping to expand deals and improve their image reach. Regardless of whether you're simply beginning or are hoping to improve deals execution, building up the ideal attempt to close the deal is of most extreme significance. This course gives a far reaching manual for deals pitching, by showing the significance of narrating and discoursed just as abilities to compose and alter the ideal attempt to sell something. From how to catch consideration, offer arrangements and use realities, to how to deliberately alter and consummate your attempt to sell something, this course covers all you require to think about pertinent and powerful deals pitching! You Will Learn Current deals pitching methods, for example, narrating and discoursed The study of composing the ideal attempt to close the deal for any configuration or setting Step by step instructions to catch a crowd of people's consideration and give arrangements The most effective method to guarantee believability and purchase in through savvy altering Advantages of Taking This Course You will drastically expand deals and benefit You will improve brand mindfulness and believability You will develop your client base and arrive at new business sectors You will keep away from regular attempt to seal the deal mistakes and resultant brand harm

Duration 1 Days 6 CPD hours This course is intended for Certification Preparation for Sales Cloud Consultant is designed for individuals who have experience designing Sales Cloud solutions and are preparing to take the Salesforce Sales Cloud Consultant Certification exam. Overview When you complete this course, you will be able to: Review the different exam objectives and their weighting on the exam Understand the product areas to focus on to best prepare for the exam Discuss how to design Sales Cloud solutions to meet specific business needs Assess your exam readiness by answering practice questions Are you ready to take the next step in your career by becoming a Salesforce Certified Sales Cloud Consultant? Instructors will present scenarios that will help reinforce your knowledge of Sales Cloud functionality by thinking through requirements design considerations. The course provides an overview of the exam objectives to help you focus your efforts to prepare for the Salesforce Sales Cloud Consultant Certification exam. Review the different exam objectives and their weighting on the examUnderstand the product areas to focus on to best prepare for the examDiscuss how to design Sales Cloud solutions to meet specific business needsAssess your exam readiness by answering practice questions Additional course details: Nexus Humans Salesforce Certification Preparation for Sales Cloud Consultant (CRT251) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Certification Preparation for Sales Cloud Consultant (CRT251) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Course Overview Want to know how to create better-performing lead generation campaigns? Are you looking to kickstart a career in sales or digital marketing? Become an asset to any online company and learn how to generate more leads for your business, with this expertly designed course. The Lead Generation Course for Business course is designed to equip you with a range of skills required to drive business performance online. From how to create winning content to setting up KPIs, you will learn how to appeal to your target audience to deliver quality B2B leads. This course is packed with useful information on industry trends, as well as digital marketing techniques and strategies to improve the customer journey. It includes step-by-step guidance on how to increase long-term revenue, equipping you with a wide range of skills needed to turn leads into loyal customers. Enrol in this course today and discover the secrets to successful lead generation in business! What You Will Learn This course is one of the most in-depth courses on lead generation you'll find on the internet. It covers everything you need to know to maximise sales and generate leads, even on a limited budget How to Write Winning Email Copy The Art of Cold Calling Explained An Introduction to Lead Generation B2B Sales Skills to Win Over Clients The Pillars of Finding a Niche Techniques for Generating Leads Making the Most of Every Sales Opportunity How to Integrate Across All Digital Media Understanding Today's Digital Landscape How to Set Up Realistic & Measurable KPIs Why You Should Choose This Course From iStudy Study at your own pace Full Tutor support on weekdays (Monday - Friday) Fully compatible with any device Free Printable PDF Certificate immediately after completion No prior qualifications are needed to take this course No hidden fees or exam charges CPD Qualification Standards and IAO accredited Efficient exam system, assessment, and instant results Our customer support team is always ready to help you Gain professional skills and better earning potential Certification After completing the course you'll receive a free printable CPD accredited PDF certificate. Hard Copy certificate is also available, and you can get one for just £9! Accreditation This course is accredited by Continuing Professional Development (CPD). It is a recognised independent accreditation service. Enrol today and learn something new with iStudy. You'll find a full breakdown of the course curriculum down below, take a look and see just how much this course offers. We're sure you'll be satisfied with this course. Introduction 01:00:00 Way To Use Of Newsletters 01:00:00 Utilizing Visualization Goals 00:30:00 Importance of Blogs 01:00:00 The Extraordinary Power of Visualizing Success 00:30:00 Wrapping Up 00:15:00 Mock Exam Final Exam

Bayfield Training and the University of Cambridge Department of Land Economy This prestigious eight-week online Real Estate course is suitable for modellers new to Real Estate and experienced Real Estate Analysts looking to formalise their skill set. This course will equip you with skills to start building your own financial models and the certificate will give your employers and colleagues reassurance of your expertise. If you want to enhance your financial modelling skills over an extended period, the Real Estate Financial Modelling Certificate is the course for you. This online real estate course has been put together exclusively for the Real Estate Financial Modelling certificate, using state of the art digital resources such as animations, video-steps, digital whiteboard and video-interactions as well as the spreadsheets, text based resources and tutor contact you would expect from any of Bayfield Training’s classroom based courses.  Assessment is in the form of a guided model build exercise and written model appraisal. Participants benefit from an additional months access to the course platform after submission of the assessment. On this course you will: Become a competent model builder, building Real Estate Financial Models from scratch Learn tricks and concepts from financial modelling experts with decades of experience in practice and academia Learn how to use Real Estate Financial Models to make informed investment decisions Learn at a consistent pace over 8 weeks allowing you to take the time to fully grasp this important skill This course is suitable for: Chartered Surveyors Asset Managers Financial Controllers Financial Analysts Investment Managers Property Managers Real Estate Students/Recent Graduates Course Outline: Module 1 - Economic Context Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models. Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models. Why Real Estate Asset Modelling is important Understanding the occupier, asset and development markets and the relevant modelling approaches for each Real Estate Sub-Sector Key Performance Indicators Introduction to conventional valuations and financial mathematics Understanding and minimising errors in Financial Models Module 2 - Cash Flow Fundamentals Constructing a financial model from first principles. Understanding all the components of a basic cash flow model Understand why Corporate Finance Models and Real Estate Models are different Financial Model Design Making the link between valuations, income mathematics and discounted cash flows Internal Rate of Return, Net Present Value,Worth and other metrics Features and techniques to aid fast model building Module 3 - Developing the Cash Flow Adapting financial models for different periodicities and building rent functions for different rent behaviour. Understanding how leases vary with respect to rent over time: Rent Reviews, Break Clauses, Rent Free Periods, Lease Expiries etc. Developing the concept of a Rent Function in Excel Logic mathematics and Logic functions Projecting rent to adapt to different lease contracts and growth patterns Alternative solutions to Logic functions Comparative analysis of lease structures in different jurisdictions and adapting financial models Module 4 - Real Estate Data Understanding the different sources of data, constructing basic time series models and recognising basic patterns. Key Property market indicators Characteristics and application of key input metrics for Real Estate Appraisals Understanding the eight components of Real Estate Price Dynamics Awareness of the different sources of data Reading and using general property market reports Constructing basic time series models and recognising basic patterns Module 5 - Development Appraisals Constructing a development appraisal from first principles and understanding development return metrics. Understanding the key components of a development project Understanding the difference between development and investment appraisals Residual Appraisals and Profit Calculations Cost orientated cash flows and phased sales Cumulative construction cost patterns: incidental, fixed, loaded and S-curve Development return metrics and Modified IRRs Module 6 - Multi-let Cash Flows Constructing an advanced multi-let cash flow model and learn different techniques to build flexible rent functions. Multi-let and portfolio model design principles Building complex date functions and date series The three multi-let rent projection techniques Perpendicular Rent Functions Incorporate advanced rent adjustments into the Rent Function Incorporate sector and period varying rental growth rates Simplifying OPEX and CAPEX projections Discounting techniques on complex and volatile cash flows Module 7 - Project Finance Constructing a flexible Real Estate Debt Finance model. Revision of the Mathematics of amortisation and debt finance Basic senior debt models and geared net cash flow LTV, IRR and Interest Rate Dynamics Flexible term, repayment options and deferred interest Loan covenant tests Understanding different tranches of debt Understanding how complex debt structures impact the returns to different parties Module 8 - Model Interpretation and Risk Analysis Learn how to read, analyse and report on real estate financial models. Understand how to read models and develop an investment narrative Visualise model outputs using graph functions, conditional formatting, dynamic symbols and dashboards Learn how to use built-in Sensitivity, Scenario Analysis tools and third-party add-ins Learn how to construct varied project scenarios in a systematic way Introduction to Monte Carlo Analysis and VBA Optimising sale dates and other parameters Create well written, attractive and persuasive reports Included in the Course Bayfield Training and University of Cambridge Accredited Certificate & LinkedIn Proficiency Badge 64 CPD Hours 1 Month Post-Course Access to the Digital Platform - 12 Months Post-Course Access to the Platform can be purchased for an additional fee Course Files Q&A Webinars and Guest Speaker Webinars Further Learning Resources (Reading, Files and Videos) Post Course Support - Two Months of Questions & Answers 2024 Cohort Dates Include: 3rd June to 29th July 5th August to 25th September 2024 30th September to 25th November For more information, please contact Sam on the Bayfield Training Sales team: E - s.musgrave@bayfieldtraining.com T - 01223 517851 W - www.bayfieldtraining.com

Overview Account Management is an important role within any organisation. Account Managers are responsible for nurturing customer relationships and increasing sales with their organisation’s key customers. The Account Manager will usually act as a first point of contact for clients; responding to complaints, purchases, project requests and any general queries. Their approach should help maintain client relationships in order to ensure that they continue to use the company for business. This one day course can help them learn the key skills they need. Description Build a strong account management team that are able to effectively manage customer relationships and drive sales The role of account manager is both important and demanding. The account manager acts as the ‘face’ of the business and should professionally represent the business by creating a strategy for success and delivering a high level of customer service. Account managers need to be effective communicators, needing to both engage with the client and also develop internal relationships to ensure promises are delivered upon. Another key responsibility of the account manager is to identify business opportunities and help drive business results for their company. Account Management can be a very challenging role depending on the number of clients, the range of industries the clients represent, and the nature and attitude of the client. The main focus of the role is to provide continual client service to clients, this may include quarterly or annual business reviews, additions to the account in terms of extra services supplied plus face-to-face and online meetings, on a regular basis. The Account Manager will also be responsible for delivering high levels of client service to ensure that clients do not leave and will need to create a strategy around this. This strategy will depend on the type of client in terms of size of the business commitment, Key Performance Indicators plus contractual agreements which may dictate the framework for the relationship. Building a personal relationship as well as a business one is key to becoming an effective Account Manager. After all, “It is easier to fire a business associate or employee than it is to fire a friend”. Why should people attend this training course? Well, just imagine if your employees were better able to: Build effective business relationships with clients and help drive sales performance. Add value to clients and help ensure their requirements are met or exceeded. Measure the performance of their key accounts and adapt their approach accordingly. Understand the key attributes required for success and work on developing them. Set a strategy for sales success and create action plans for pre-defined goals. Monitor and measure their own performance and set their own targets. Ultimately, this training course will help employees to focus on what is required to succeed in the role of account manager, building a strategy with clear actions and helping the organisation to business success. Who is this course for? This Account Management training course is for anyone that works in an account management role or relevant sales function and will assist the participants in improving their working practices, developing customer relationships and in turn increasing business performance and sales success. Requirements for Attendance Prior sales experience is recommended, but an awareness of the sales process as a minimum will suffice.

About Course Master Client Management and Partnership with Strategic Account Management online course 'Account management' is the strategic approach that heavily emphasizes developing and maintaining excellent customer relations. Account managers serve as the primary point of contact and act as trusted advisors to their clients. They proactively identify opportunities, address concerns and work collaboratively to ensure customer satisfaction and success. This course demonstrates the importance of account management programs to an organization. We describe the key responsibilities of account managers and establish the need to build healthy customer relationships. Account Management Fundamentals will take you to journey to master how to maintain your customer relationships and develop their business with you in a competitive market. This course will teach you how top sales companies manage channel partnerships with retailers and resellers by using sales processes, frameworks, and skill sets. You will also learn how to implement a sales strategy to satisfy the needs of customers and boost customer satisfaction. You will be required to demonstrate your account management abilities in areas ranging from customer care to customer success and critical account management.This course will prepare you as a strategic account manager to convert newly developed client relationships into long-term accounts that will help both the customer and the business reach long-term goals. Do you want to start a career in Account Management or improve your Account Management skills? Then this Account Management course will give you a solid foundation to become a confident Account Management professional while also supporting you in increasing your Account Management expertise. This Account Management course will provide you with education from industry specialists. The Account Management course is divided into 9 lectures. If you successfully complete the Account Management course, you will receive an instant pdf certificate free of charge. You may achieve your goals and prepare for your ideal profession by enrolling in this comprehensive Account Management course. The Account Management course offers students a comprehensive learning experience. This Account Management course is intended for professionals who want to excel in their field. This Account Management course covers all you need to know to become a specialist. The Account Management course begins with an overview of the Account Management. This Account Management course will provide you a complete overview of the Account Management, covering key ideas, usage techniques, and in-depth knowledge. The Account Management course materials were created with the help of Account Management professionals, and all information on Account Management is maintained up to date on a regular basis so that learners do not fall behind on current trends/updates on Account Management. You can learn new skills in Account Management by taking the Account Management course. Account Management training has been expertly designed for you to do remotely via e-learning. What Will You Learn? Define what you need to know about each client and will have the tools to find it Analyse the client Decision-Making Process Set realistic and challenging goals for each account Map out a key account strategy and action plans for current accounts List key skills and qualities required to succeed as an account manager Explain how to build profitable relationships with customers Identify the needs and wants of potential clients Evaluate the risk factors involved in selecting a port for your imports Recognize possible changes that could affect your business Course Content Introduction to Fundamentals of Account Management Introduction to Fundamentals of Account Management Key Account Manager Key Account Manager Account Management Roles and Responsibilities Account Management Roles and Responsibilities Relationship Stages Relationship Stages Developing Key Relationships Developing Key Relationships Account Management Activities Account Management Activities Identifying and Responding to Business Changes Identifying and Responding to Business Changes Account Risk Adjustments and Reassignments Account Risk Adjustments and Reassignments Conclusion Conclusion A course by Xpert Learning RequirementsBasic skills in English and Elementary understanding of Sales Audience Suitable for sales and business development people at all levels looking to identify opportunities and grow their key accounts by developing strategies to manage strong partnership relationships. Audience Suitable for sales and business development people at all levels looking to identify opportunities and grow their key accounts by developing strategies to manage strong partnership relationships.

Selling is a transferable essential skill, regardless of the position, product, or service you are involved in professionally.

The whole deals scene has changed drastically somewhat recently. Therefore, organizations are looking for new procedures and moving deals models: pushing for smoothed out inward deals measures which require huge changes to jobs, abilities, innovation and hierarchical design. Organizations, and people, that figure out how to flourish in this quickly changing and dynamic climate can get a handle on the colossal chance to powerfully react to changing client prerequisites. Client driven and inside adjusted deals and administration models lead the path for another way to deal with selling, which truly upholds clients to buy items adjusted to their requirements - expanding trust, devotion and income. This course has been intended for deals staff at all levels to help you comprehend, react and flourish under current and dynamic deals models. The course covers key ideas essential to comprehension and carrying out measures which drive contender benefit and increment piece of the pie. The data introduced is upheld by functional models, formats and freedoms to create and rehearse the abilities, aptitudes and ideas expected to effectively offer to the present wise buyer in soaked worldwide business sectors. The abilities, devices and information contained in this course will take you through the fundamental information, brain science, viable advances and self-awareness expected to advance your business openings and convert leads into deals. Worksheets, tests, tests and intelligent activities are given to build up and help your learning. What you will realize: How deals and administration jobs have changed and the tremendous open doors this presents Instructions to help and oversee web wise and profoundly educated present day shoppers Why salesmen need to reexamine items and administrations as answers for client issues Step by step instructions to utilize compelling addressing to qualify leads and accumulate imperative data about needs Instructions to coordinate the purchasing venture and effectively contribution at each stage Straightforward methods for settling protests and guaranteeing the possibility is prepared to close How and why acquiring trust is so essential affected by online media The ideas of lead scoring and how it is utilized to advance exertion and amplify benefit Advantages of taking this course: Feel more sure understanding the brain science, feelings and practices of clients Figure out how to adequately situate proper items to upsell and strategically pitch Find how to keep up certain correspondence when managing troublesome clients Get viable techniques to construct trust and create gainful connections Kill the dread of requesting responsibility and getting deals Create call structure and customisable layouts for various correspondence types Improve and streamline phonetic and conversational abilities to help clear correspondence