This course will teach best practice on how to use sales-i during a typical day in the life of an on-the-road salesperson using an Apple iOS device.
This course is for you if…
- You are a salesperson that works mostly remotely.
- You have completed the sales-i Essentials training and understand what sales-i is and how it can help you have a more productive relationship with your customers
- You want to understand how sales-i can help you be an even better salesperson in your daily routine
Introduction (~1.5 mins)
Get off to a good start (~8 mins)
Introduction to 'Get off to a good start'
Use 'Map' to plan your journey
Get off to a good start - knowledge check
Upon arrival at your customer (~8 mins)
Introduction to 'Upon arrival at your customer'
Preparing for your call – Customer Information
Preparing for your call – Sales Data
Upon arrival at your customer - knowledge check
Upon leaving your customer 'the seatbelt rule' (~1.5 mins)
Introduction to ‘Upon leaving your customer (the seatbelt rule)’
Upon leaving your customer 'the seatbelt rule' - knowledge check
Dealing with the unexpected (~7.5 mins)
Introduction to 'Dealing with the unexpected'
Adding an unplanned/reactive call
How to reschedule calls using calendar view
Dealing with the unexpected - knowledge check
End of the Day (~3 mins)
Introduction to 'End of the Day'
End of the day - knowledge check
Quiz (~5 mins)
Introduction to the 'Day in the Life of an on-the-road Salesperson Quiz'
Conclusion (~1.5 mins)
Day in the Life of an on-the-road Salesperson: Course complete!