Sales Pipeline Management
Process • Tools & Systems • Sales MethodologySkills
- Project Mgmt.
- Software simulation
- Software assessment
- Content/asset creation
- Storyboarding
- Script writing
- Copywriting
Tools & Systems
- Salesforce
- Adobe Captivate
- Adobe Audition
- Adobe Photoshop
- Adobe Media Encoder
- Magix Video Editor
- PowerPoint, Word, Excel
- Litmos LMS
- WebEx
Deliverables
- eLearning course
- Communication
- LMS Set up
- Reporting
- Instructor Led Training
End User
- Account Directors
- Account Executives
- Business Development Managers
Collaborators
- Sales Leadership
- Sales Operations
- Salesforce System Admin
Project Info*
Outcomes
- Able to create new opportunities
- Understand how to update opportunity form
- Appreciate the value and benefit of pipeline management
Impact
- Pre-training: Opportunity creation (N = sales team workflow usage) 10%
- Post-training: Opportunity creation (N = sales team workflow usage) 90%
My Role
- Project manager
- Learning experience advisor
- Instructional designer
- LMS administrator
- Trainer/Coach
Challenge
Sabre implemented Salesforce Sales Cloud enterprise-wide to drive and manage CRM business goals. All sales team members and support roles needed to be trained.
Solution
Created, designed, and managed role-based training on Salesforce Sales Cloud. This course was one of many course series on Salesforce.
Approach
- Became SME with role-based profiles and workflows
- Surveyed end-users on business utilization goals, knowledge, and expectations
- Collaborated with SMEs to create and design learning programs and materials