Day in the Life of an on-the-road Salesperson (Apple iOS)

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

Course Overview

Introduction (~1.5 mins)

Welcome

Get off to a good start (~8 mins)

Introduction to 'Get off to a good start'

Before hitting the road

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)’

Call, converse and record

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'

Set up for success

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!

>Return to sales-i Training Academy