free sales training cheatsheet - freshworks...sales enablement software access (like outreach, sales...
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FREE SALES TRAINING CHEATSHEET
Free Sales Training Cheatsheet | 01
Once you build your sales training plan which can be used to onboard SDRs, sales associates, sales representatives and everyone else linked to the sales process, use this cheatsheet to ensure you have everything in place.
Timeline for training and schedule
End-goal from training such as final demo, pitch or evaluatory pitches
Free Sales Training Cheatsheet | 02
01THE BASICS
02CRM access
Sales Enablement software access (like Outreach, Sales Navigator, etc.)
Company profiling (like Demandbase)
Meeting basics and software (Like Zoom, Skype for Business, etc.)
End-goal from training such as final demo, pitch or evaluatory pitches
Free Sales Training Cheatsheet | 03
TOOLS
03
Product deck
Ideal customer profile
Elevator pitch
Cold-calling and emailing scripts
Sales playbook
Free Sales Training Cheatsheet | 04
RESOURCES FOR SUCCESS
04
Email groups to join
Chat groups to join
Calendar basics
People to meet such as leads, managers, specialists, etc.
Free Sales Training Cheatsheet | 05
INTERNAL COMMUNICATION
05Regular 1:1s, to understand their progress
Evaluation of product knowledge, sales tools like CRM, Sales Navigator, etc.
Set performance metrics upon evaluation
Free Sales Training Cheatsheet | 06
EVALUATION
06Briefing on quotas to be met
Giving a mock demo, sales pitch or email
Free Sales Training Cheatsheet | 07
END-GOALS
Freshsales is a sales CRM for teams who don’t want to juggle between multiple tools. It offers everything a real estate agent needs in one single platform.
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