Sales Management
Navigate the Training Path
Select a part to view the expanded session agendas.
PART I:
Foundations of Sales Management
PART II:
Customer and Sales Opportunity Management
PART III:
Sales Planning and Pipeline Operations
PART IV:
Pipeline Optimization and Advanced Analysis
This comprehensive training program equips participants with the skills necessary to fully master the CUBE Sales Management Module. Upon completion, participants will:
- Navigate and utilize the Sales Management ecosystem with confidence.
- Manage and track Customers, Contacts, Sales Leads, Sales Projects, and Sites.
- Leverage the Bid Calendar for strategic bid management.
- Build, maintain, and optimize the Sales Pipeline.
- Perform in-depth Sales, Bid, and Market Analysis.
- Generate and interpret Sales Forecasts and Reports to drive strategic decisions.
- Utilize dashboards and calendars for improved sales operations planning.
Program Duration:
- Each session: ~1 to 1.5 hours
- Total program: ~18 hours (delivered across 3-5 days)
Delivery Format:
- Instructor-led live sessions with screen sharing
- Hands-on labs and guided exercises
- Interactive discussions and real-time feedback
- End-of-session quizzes and assessments
Materials Provided:
- CUBE Sales Management User Guide
- Template files for imports (Customers, Contacts, Projects)
- Sample dashboards and reports
- Recorded sessions for review
- Practice assignments
Certification:
- Certificate of Mastery in Sales Management upon successful course completion and passing the final assessment.
Support Provided:
- Full access to the CUBE Knowledge Base
- Priority email support: [email protected]
- Weekly "Office Hours" for Q&A and continued learning
