
LIBRARY
Sales Engagement
Practical frameworks, tools and methods for planning, executing and improving complex B2B sales engagement.
36 Subjects
01
Sales Strategy & Sales Mission
Commercial objectives, sales strategy, strategic priorities, sales mission, growth objectives, field alignment, execution expectations and sales KPIs.
01.01
Sales Strategy: Purpose and Scope
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01.02
Translating Corporate Strategy into Sales Priorities
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01.03
Defining the Sales Mission
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01.04
Setting Revenue Growth Objectives
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01.05
Choosing Strategic Sales Priorities
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01.06
Aligning Sales Strategy with Customer Outcomes
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01.07
Balancing New Business, Retention and Expansion
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01.08
Defining Sales Execution Behaviours
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01.09
Connecting Product Strategy to Field Execution
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01.10
Aligning Sales, Marketing, Customer Success and Partners
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01.11
Sales Strategy KPIs and Success Measures
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01.12
Communicating and Reinforcing the Sales Mission
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02
Go-to-Market Strategy, Segmentation & ICP
Markets, segments, ideal customer profiles, personas, routes to market, sales motions, verticals, market opportunity and customer selection.
02.01
Understanding Go-to-Market Strategy
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03
Sales Organization, Roles & Coverage Models
Sales organisation design, seller and specialist roles, management, operations, enablement, direct and indirect coverage models, and rules of engagement.
03.01
Designing a Sales Organization
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04
Sales Process, Stages & Methodologies
End-to-end sales processes, stage definitions, buying and selling processes, opportunity governance, methodologies and CRM execution.
04.01
Designing the End-to-End Sales Process
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05
Territory Planning & Coverage
Territory design, account allocation, market potential, whitespace, capacity, workload, prioritisation, coverage and territory performance.
05.01
Purpose of Territory Planning
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06
Account Planning & Account Intelligence
Strategic account selection, research, account briefings, organisational and relationship mapping, whitespace, objectives, risks and engagement planning.
06.01
Purpose of Strategic Account Planning
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07
Prospecting & Outreach
Prospecting strategy, research, trigger events, messaging, email, telephone, social selling, referrals, multichannel outreach and prospecting cadence.
07.01
Purpose of Modern Sales Prospecting
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08
Sales Plays & Campaign Execution
Sales plays, trigger-based campaigns, industry and product plays, competitive campaigns, partner plays, targeting, enablement and performance measurement.
08.01
What Is a Sales Play?
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09
Lead Management & Early Qualification
Lead sources, scoring, routing, response, early qualification, nurture, disqualification, handoffs and funnel conversion.
09.01
Lead Management Fundamentals
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10
Discovery & Business Diagnosis
Discovery preparation, questioning, listening, current-state and process analysis, problem diagnosis, impact, desired outcomes, requirements and documentation.
10.01
Purpose and Principles of Sales Discovery
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Opportunity Qualification
Qualification of pain, urgency, budget, decision criteria, decision and paper processes, stakeholders, champions, competition, timing and risk.
11.01
Purpose of Opportunity Qualification
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Stakeholder & Buying Group Management
Buying groups, stakeholder roles, power and influence, organisation and relationship mapping, consensus, politics, multi-threading and communication planning.
12.01
Understanding the B2B Buying Group
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13
Champions & Internal Advocacy
Identification, testing and development of genuine customer champions, internal advocacy, influence, motivation and champion risk.
13.01
What Makes a Genuine Sales Champion
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14
Economic Buyers & Executive Engagement
Economic buyer identification, executive priorities, access strategies, executive discovery, value messaging, briefings, sponsorship and deal evidence.
14.01
Understanding the Economic Buyer
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15
Business Value & Business Case Development
Value drivers, business outcomes, financial impact, ROI, TCO, cost of inaction, business-case development, validation and value realisation.
15.01
Understanding Business Value in Sales
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Customer Communication, Storytelling & Messaging
Sales communication, meeting planning, company and customer stories, value propositions, persona messaging, presentations and follow-up.
16.01
Principles of Effective Sales Communication
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17
Solution Positioning & Demonstrations
Solution mapping, customer-specific positioning, demonstration strategy, use-case selection, demo storytelling, value communication and progression.
17.01
Purpose of Solution Positioning
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18
Technical Validation & Technical Win
Technical discovery, architecture, integration, data, security, compliance, non-functional requirements, pilots, success criteria and technical risk.
18.01
Defining the Technical Win
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Competitive Strategy & Positioning
Competitive intelligence, differentiation, incumbents, status quo, battlecards, objections, proof points, displacement and win-loss learning.
19.01
Competitive Strategy in Sales
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20
Partner & Ecosystem Selling
Partner types, co-selling, joint planning, value propositions, partner-sourced pipeline, deal registration, channel conflict and performance.
20.01
Understanding the Sales Ecosystem
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21
Mutual Planning & Deal Progression
Mutual action plans, milestones, responsibilities, decision and approval processes, customer commitments, dependencies, momentum and governance.
21.01
Purpose of Mutual Action Plans
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Proposals, Pricing & Quoting
Proposal strategy, commercial offers, pricing, packaging, discounting, margin, CPQ, approvals, deal desk, tenders and bid governance.
22.01
Proposal Strategy and Purpose
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23
Objection Handling & Negotiation
Diagnosis and handling of objections, negotiation preparation, interests, concessions, give-get strategy, procurement negotiation and agreement.
23.01
Understanding Sales Objections
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24
Procurement, Legal, Contracting & Close
Procurement, vendor onboarding, risk reviews, contract documents, redlines, legal and commercial terms, approvals, signatures and close governance.
24.01
Understanding the Commercial Close Process
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25
Sales-to-Delivery Handover & Value Realisation
Implementation readiness, scope, commitments, success criteria, technical and stakeholder context, handover, expectation management and early value.
25.01
Purpose of the Sales-to-Delivery Handover
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26
Customer Business Reviews
QBR and EBR formats, account health, adoption, delivered value, executive alignment, changing priorities, risks, expansion and forward plans.
26.01
Purpose of Customer Business Reviews
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27
Renewals & Retention
Renewal lifecycle, ownership, health and risk, adoption and value evidence, forecasting, pricing, negotiation, retention and churn learning.
27.01
Renewal Strategy and Lifecycle
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Expansion & Existing-Customer Growth
Upsell, cross-sell, new use cases, whitespace, usage-led growth, true-ups, business-unit and geographic expansion, sponsorship and forecasting.
28.01
Existing-Customer Growth Strategy
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29
Sales Leadership, Culture & Team Management
Sales leadership, direction, culture, accountability, ethics, talent, motivation, performance, recognition, change leadership and leadership development.
29.01
Role of the Sales Leader
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Sales Operating Cadence, Inspection & Coaching
Sales management rhythms, meetings, one-to-ones, opportunity and pipeline reviews, forecasting, coaching, call review and follow-through.
30.01
Designing the Sales Operating Cadence
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Pipeline Management & Forecasting
Pipeline health, coverage, velocity, conversion, ageing, hygiene, risk, forecasting methods, categories, accuracy, bias and review cadence.
31.01
Pipeline Management Fundamentals
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32
Sales Performance, Quotas & Compensation
Targets, quotas, capacity, productivity, attainment, performance indicators, incentive compensation, commissions and improvement planning.
32.01
Sales Performance Management Fundamentals
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33
Sales Operations & Revenue Operations
Sales and revenue operations, operating model, annual planning, capacity, process governance, deal desk, productivity, resource allocation and improvement.
33.01
Understanding Sales Operations
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34
CRM, Sales Data, Analytics & Governance
CRM process alignment, sales data models, data quality, activity capture, dashboards, funnel, pipeline, forecasting and productivity analytics.
34.01
CRM as the System of Record for Sales
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35
Sales Enablement, Onboarding & Capability Development
Enablement strategy, onboarding, ramp, methodology, role-based learning, competency, certification, coaching, content and continuous learning.
35.01
Sales Enablement Strategy
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36
Sales Productivity, Technology, Automation & AI
Seller productivity, time management, sales technology, engagement and intelligence tools, automation, AI assistants and responsible AI use.
36.01
Sales Time Management and Prioritisation
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Contents
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