TOIT Training

Boosting Your Pipeline With Your CRM

Boosting Your Pipeline With Your CRM
  • Overview
  • Curriculum
  • Reviews

Sales experts, authors, and professional trainers Marissa Pensa and Stacia Skinner will present a different way of going after business for both sales representatives and their managers. Do you want a tool that will help you self-correct before it’s too late and your pipeline has dried up?  

Learn how to use your pipeline as a strategy tool to help sustain sales not only now but also in the future, and how to incorporate that strategy into your CRM. Marissa and Stacia will also introduce you to their TRACK system for pipeline management, which will help you put your time and focus on the right accounts each week. You’ll even learn useful ways to coach your team to greater success using these tools! 

  • 10 Sections
  • 1h 34m Duration
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Introduction

Your Pipeline in Your CRM

Staying in Control of the Sales Cycle

Time and Your Pipeline

Introduction to Pipeline Criteria

Parked/ Stalled: What can we do?

Introduction to TRACK

How to Nurture Long Sales Cycles

Guidelines for Managers

Guidelines for Sales Professionals

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Course Includes

  • Discussing why being in control of the sale is the key to a successful pipeline 
  • Identifying ways to capture NST in your CRM 
  • Defining the difference between reactive and proactive selling 
  • Identifying the key reasons pipeline management fails 
  • Identifying strategies to use when parked or stalled 
  • Removing “Hopium” from your CRM pipeline 
  • Defining the TRACK system for pipeline management 
  • Discussing ways to improve business relationships 
  • Defining the differences between coaching and managing 
  • Listing helpful questions to ask when coaching 
  • Identifying helpful topics for pipeline discussions in each stage of the process 
  • Listing seven statements that will ensure you are self-correcting and developing as a sales professional 

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