Onboarding, Training & Coaching

Combine product knowledge, sales skills, and system usage in a continuous development program.

A direct sales professional needs extensive knowledge of the customer's industry, products, pricing, offers, contracts, and ERP processes.

The onboarding program prepares the employee not only for system screens but also for the company's sales approach, customer value, and business responsibilities.

Fields of education

  • Company and sales model
  • Customer and industry knowledge
  • Product and solution
  • Lead and opportunity management
  • Offer, contract and order
  • Price, margin, and approval.
  • Data security and privacy
  • Mobile and enterprise system usage

Competency verification

  • Knowledge test
  • Simulation interview
  • Example opportunity study
  • Bidding and margin application
  • Product or industry certification
  • Supervised customer interview

Coaching

  • Data-driven development area
  • A real opportunity and interview example.
  • Concrete behavioral goal
  • Tracking date
  • Result and progress measurement

Learning in the workflow

Short training materials and flashcards can be offered when the opportunity arises. The timeliness of the training content and its impact on sales results should be monitored.

Manage training not as an initial requirement, but as a sales tool that enables employees to continuously develop their skills in the ever-changing world of products and customers.

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