Training & Service Tags (4)

Sales Manager 

Training for Sales Managers to use Membrain effectively

What we'll cover

01_glow In this 2-hour training session

You will learn how to:
Become a super-user of Membrain and encourage better user adoption and best practices across the organization
Effectively coach individuals and sales teams using Membrain’s collaborative tools
Understand goals and how they can be used to gain performance insights
Become proficient in the analytics areas of Membrain incl. building customized Dashboards
Understand Sales Team and Permissions management

 02_glow  Agenda - Part 1

Overview/recap
Key Concepts, main menus and where to find help.
Lists and Views
Configure List and Create customized views for enhanced data analysis
Custom Fields introduction
Overview of Custom fields and their importance
Advanced Filters
Understand and create powerful filters
Dashboards
reate customized Dashboards for in-depth insight into all aspects of Account Management, Sales and Performance
Automated Reports
Configure automated reports for you and your team

 03_glow  Agenda - Part 2

Coaching best practices
Using the Story Stream, comments & mentions, rules & events to effectively coach individuals and teams
User Management
Overview of Sales Teams and understanding permissions
Realistic Goal Setting
Considerations, configuring goals and measuring individual and team goal attainment
Performance View
An in-depth look into the Performance View area of Membrain, including revenue insights, pipeline management, and predictable forecasting
Win/Loss Analytics
A walk through of the tools available to analyze and understand win/loss data

Price: Please talk to your Customer Success Advocate, or write to us here

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