Sales and Service → Sales Essentials

Managing Your Pipeline (SE003)


Description
You’ve got a great product. You’ve done your research and identified your customers. Maybe you’ve even had some initial contact or meetings with them. Great work so far.

So what comes next? Time to put your feet up and let the sales roll in? Not quite. Even the best products don’t sell themselves, despite what you may have been told. With so many potential deals in the pipeline, it’s going to take some effort to manage them all.

Working through that pipeline can be a tricky process. It can make or break a business. If you fail to deliver, consider the impact on your reputation (or worse, your wallet) further down the pipeline with your customers. But it doesn’t need to be hard work.

By the end of this course, you’ll be able to:

• Follow up on your best leads and drop the dead ones
• Assess the needs of your customer
• Monitor pipeline metrics
• Manage time effectively
• Prioritize your prospects
• Meet critical targets
• Deal with and use CRMs

Why take this course?

To get ahead in the tough world of sales, you need to have the edge. When you’ve got your pipeline in order, you’ll find the rest comes much more easily. This course is designed to reduce the friction inside that pipeline and give you some useful advice on how to make the sales process smoother for everyone involved. Anyone in sales or marketing will find this course useful.

15 mins | SCORM | Workbook

Version Date: 2021/08/30

Content
  • Managing Your Pipeline
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever