FREE SALES TRAINING CHEATSHEET - Freshworks...Sales Enablement software access (like Outreach, Sales...

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FREE SALES TRAINING CHEATSHEET

Transcript of FREE SALES TRAINING CHEATSHEET - Freshworks...Sales Enablement software access (like Outreach, Sales...

Page 1: FREE SALES TRAINING CHEATSHEET - Freshworks...Sales Enablement software access (like Outreach, Sales Navigator, etc.) Company profiling (like Demandbase) Meeting basics and software

FREE SALES TRAINING CHEATSHEET

Page 2: FREE SALES TRAINING CHEATSHEET - Freshworks...Sales Enablement software access (like Outreach, Sales Navigator, etc.) Company profiling (like Demandbase) Meeting basics and software

Free Sales Training Cheatsheet | 01

Once you build your sales training plan which can be used to onboard SDRs, sales associates, sales representatives and everyone else linked to the sales process, use this cheatsheet to ensure you have everything in place.

Page 3: FREE SALES TRAINING CHEATSHEET - Freshworks...Sales Enablement software access (like Outreach, Sales Navigator, etc.) Company profiling (like Demandbase) Meeting basics and software

Timeline for training and schedule

End-goal from training such as final demo, pitch or evaluatory pitches

Free Sales Training Cheatsheet | 02

01THE BASICS

Page 4: FREE SALES TRAINING CHEATSHEET - Freshworks...Sales Enablement software access (like Outreach, Sales Navigator, etc.) Company profiling (like Demandbase) Meeting basics and software

02CRM access

Sales Enablement software access (like Outreach, Sales Navigator, etc.)

Company profiling (like Demandbase)

Meeting basics and software (Like Zoom, Skype for Business, etc.)

End-goal from training such as final demo, pitch or evaluatory pitches

Free Sales Training Cheatsheet | 03

TOOLS

Page 5: FREE SALES TRAINING CHEATSHEET - Freshworks...Sales Enablement software access (like Outreach, Sales Navigator, etc.) Company profiling (like Demandbase) Meeting basics and software

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Product deck

Ideal customer profile

Elevator pitch

Cold-calling and emailing scripts

Sales playbook

Free Sales Training Cheatsheet | 04

RESOURCES FOR SUCCESS

Page 6: FREE SALES TRAINING CHEATSHEET - Freshworks...Sales Enablement software access (like Outreach, Sales Navigator, etc.) Company profiling (like Demandbase) Meeting basics and software

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Email groups to join

Chat groups to join

Calendar basics

People to meet such as leads, managers, specialists, etc.

Free Sales Training Cheatsheet | 05

INTERNAL COMMUNICATION

Page 7: FREE SALES TRAINING CHEATSHEET - Freshworks...Sales Enablement software access (like Outreach, Sales Navigator, etc.) Company profiling (like Demandbase) Meeting basics and software

05Regular 1:1s, to understand their progress

Evaluation of product knowledge, sales tools like CRM, Sales Navigator, etc.

Set performance metrics upon evaluation

Free Sales Training Cheatsheet | 06

EVALUATION

Page 8: FREE SALES TRAINING CHEATSHEET - Freshworks...Sales Enablement software access (like Outreach, Sales Navigator, etc.) Company profiling (like Demandbase) Meeting basics and software

06Briefing on quotas to be met

Giving a mock demo, sales pitch or email

Free Sales Training Cheatsheet | 07

END-GOALS

Page 9: FREE SALES TRAINING CHEATSHEET - Freshworks...Sales Enablement software access (like Outreach, Sales Navigator, etc.) Company profiling (like Demandbase) Meeting basics and software

Freshsales is a sales CRM for teams who don’t want to juggle between multiple tools. It offers everything a real estate agent needs in one single platform.