About This Training Program

This course explains the importance of setting expectations and deliverables for weekly selling activities. It 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