Training & Service Tags (4)

Prospecting  

Prospecting is the engine that drives a healthy pipeline and helps you reach your sales targets. As leads can be generated through multiple channels eg. inbound marketing campaigns, via social media, and networking events, it's important to effectively manage them and keep on top of all the activity around your valuable prospects.

The purpose of this training is to equip you with the knowledge and skills needed to master Membrain's Prospecting Module. By the end of this training, you will be well on your way to building a Prospecting Process with the structure and workflows your team need to generate a healthy pipeline.

What we’ll cover

Our Prospecting training is divided into three sessions of approximately one hour each.

01_glow Introducing Prospecting

The team is invited to an introduction to Membrain Prospecting, to learn how to generate a healthy pipeline using the tools and features available.
Working with Prospecting
The Process Steps and Stages
The prospecting information
How to use the process tools
Which prospects to prioritize
Recommended Participants: Administrator, Sales Management and/or Project Lead

 02_glow Customization of Prospecting

We dig deeper into the functionalities of how to create an effective prospecting process, and build your first process together.
How to create stages, steps, different fields and milestones in prospecting
How to qualify a prospect and why it is important
When to disqualify a prospect and for what reasons
When to adapt your prospecting approach using playbooks
Recommended Participants: Administrator, Sales Management and/or Project Lead

 03_glow Best Practise & Analysis

The focus of this session is to review progress, share with you our best practice recommendations how to implement prospecting across your team, and ensure that you have all the conditions required to grow your business
How to track progress and support your team in their Prospecting efforts
How to continuously adapt your prospecting efforts into a best practice prospecting strategy
How to use Membrains Analysis tools to see the big picture and ensure Prospecting is giving you the results you want.
Recommended Participants: Administrator, Sales Management and/or Project Lead

Scope: 3 sessions: 1 hour per session
Price: Please talk to your Customer Success Advocate, or write to us here