Sales Team Tech Tool Training

Sales Team Tech Tool Training

This course will introduce you to the tech and tech protocol side of Sales.

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Course curriculum

1. Welcome!
2. Introduction
1. Lesson 1 TriNet Overview
2. Entering / Updating Your Personal Information
3. Entering Hours & PTO
4. Insurance/Benefits
5. TriNet QUIZ
1. Departmental and Company Contacts
2. Contacts QUIZ
1. Lead vs. Account vs. Opportunity
2. Lead vs. Account vs. Opportunity Review
3. Lead v. Account v. Opportunity QUIZ
4. Who is in our database? Types of Customers and Match Hierarchy
5. Who Is In Our Database QUIZ
1. Slack: FAQ
2. Slack Some More
3. Slack QUIZ
1. Sales Team Resources and SOPs (Standard Operating Procedures)
2. Using the Drive
3. Google Calendar
4. Adding Your Email Signature
5. Creating Email Templates
6. Creating a Filter
7. G-Suite, SOP, & Drive QUIZ
1. Calendly Basics
2. Calendly Dashboard
3. Calendly QUIZ
1. SalesForce 101
2. Walk Through a Lead Record
3. UNDERSTANDING LEAD STATUS QUIZ
4. Walk Through an Opportunity Record
5. Lead Lists
6. Reports
7. SalesForce QUIZ
1. HQ Overview
2. Profile Status
3. Converting
4. Completing A Profile
5. Making Notes in HQ
6. HQ Account Status QUIZ
7. Tawkify HQ QUIZ
1. Front: Checking Before Every Call
2. Front Templates
3. Front Contact Info
4. Front QUIZ
1. Overview
2. Downloading Zoom
3. Zoom QUIZ
1. The Day Prior
2. Setting Up For Your Call
3. The Phone Is Ringing...
4. Converting in HQ/Updating in SF
5. Screening Notes
6. Creating a Support Ticket in HQ
7. Follow Up
8. Making A Call Quiz
1. You've Made A Sale! Now What?
2. Deposits, Welcome Meetings, & Client Approval Reviews
3. Processing A Sale Quiz
1. Expectations
2. Metrics QUIZ
3. Expectations for Client Advisors
1. Go Forth And SELL!

About this course

Free
63 lessons
0 hours of video content

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