About This Training Program

This course explains the importance of setting expectations and deliverables for weekly selling activitiesIt emphasizes task management to ensure touchpoints are executed promptly throughout the various stages of relationship building. At the end of this course, apply training to monitor and exceed sales goals by implementing a weekly review of the sales pipeline, activity tracker, and CRM system.

What You Will Learn

  • How the Business Reconciliation process works
  • The various roles and responsibilities in this process
  • The expectations & deliverables of each party
  • How to use the CRM software as part of this process

What You Can Expect

  • Self-paced course 
  • Lessons that include a series of topics 
  • Series of topics to be completed before moving to next lesson 
  • Email notifications when next lessons are accessible 
  • Course badge, a certificate of completion, and CEU credits towards annual recertification upon completion  


Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.

One license for one user

Multiple licenses for team management

$97.00 - Purchase This Course