Introduction
Welcome to the course
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About Emily
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About Jeremy
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About the course
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Exam outline
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Glossary introduction
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Trailhead note introduction
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1. Planning
Introduction to planning
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Territory planning
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Sales quota planning
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Key accounts engagement
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Business and sales acumen
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Business relationships
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Planning key terms
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Planning practice questions
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2. Customer Engagement
Introduction to customer engagement
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Budget, authority, need, and timeline (BANT)
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Dale Carnegie's five Cs of selling
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Connect
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Collaborate
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Create
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Confirm
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Commit
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Customer engagement key terms
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Customer engagement practice questions
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3. Deal Management
Introduction to deal management
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Overview of the seven sales stages
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Prospecting
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Qualification
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Meeting/demo
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Proposal
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Negotiation
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Closing
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Post-sales
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Key deal terms
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Objection handling
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Pricing methods
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Deal management practice questions
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4. Pipeline
Introduction to pipeline
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New pipeline generation
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Pipeline health
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Data integrity
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Pipeline review meetings
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Pipeline progression
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Pipeline key terms
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Pipeline practice questions
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5. Forecasting
Introduction to forecasting
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Forecast vs. pipeline
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Forecast accuracy
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Forecast responsibility
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Forecast key terms
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Forecast practice questions
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6. Customer Success
Introduction to customer success
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Post-sales customer journey
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Order fulfillment
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Customer satisfaction
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Challenge framing
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Scoping
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Adoption
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Adoption strategies
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Customer success key terms
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Customer success practice questions
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Final Steps
Practice exam introduction
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Thank you for taking the course
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Trailhead can help!
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Let's connect
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Ex_Files_Salesforce_Sales_Rep_Cert_Prep.zip
(644 KB)