Sales training
Designed for sales teams, this 3-part series helps you get to the right numbers faster, turn what you find into reports and dashboards you'll actually use, and build the connected, high-performing habits that keep your customers and targets in view.
Level 1: building your sales foundation
Getting to the right numbers shouldn't take longer than the conversation you're having with the customer. This session is about closing that gap - from finding the data, to spotting what's missing, to knowing the moment something changes.
In this session, you'll learn how to:
- Understand your customer performance in a few clicks
- Identify cross-sell and upsell opportunities in your customer base
- Build a custom report tailored to your specific sales needs
- Create alerts to stay on top of key sales changes
- Save and share what you've built across your organisation
Level 2: KPI dashboarding
You've found the data, built a report, and started tracking what matters. Now it's time to bring it all together. This session shows you how to turn your reports and favourites into one dynamic dashboard - so revenue, customer trends, and buying gaps are visible in a single view, instead of something you go looking for.
In this session, you'll learn how to:
- Create a dashboard that brings your KPIs together in one interactive view
- Customise widgets to track what matters most — revenue, customer performance, and sales vs. budget
- Keep an eye on trends like declining customers and buying gaps at a glance, so you catch them early
- Bring your Sales and CRM data together in one connected view
- Make your dashboard the first thing you see, so key insights are always front and centre
Level 3: building a high-performing sales team
A sales team's performance is only as good as the systems behind it. This session looks at what a connected, high-performing sales operation needs — and how bringing Insights and CRM together allows you as a sales rep or sales manager to target problem or high potential accounts and track interactions to generate revenue.
In this session, you'll learn:
- Segment your customer base so effort goes to the right accounts
- Connect CRM and sales performance data to sharpen call prep and follow-up
- Let AI-powered Insights surface what needs attention, instead of going looking for it
- Bring the reporting and dashboarding from Levels 1 and 2 together into one connected way of working
Register for Sales training now!
You might also like
View all
Special Edition: CRM
Budgets & Forecasts
Rebates
