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There are 5 modules in this course
"Fundamental sales concepts—An overview" is designed to equip an entry-level sales aspirant with the basic knowledge required to begin a career in sales. When you enrol into this course you will be able to:
— Describe the fundamental concepts of the sales cycle.
— Define sales channels and list the broader categories of sales channels through which products and services are sold.
— Explain popular sales techniques and methods practiced in the industry.
— Describe key sales management concepts.
— Describe the concept of customer relationship management.
This module will introduce the learner to the Sales Rep Professional Certificate Program, take them through the program objectives and course categories. By the end of this module, the learner will understand what a sales cycle is, its relevance to businesses, and also learn how a CRM is designed to implement the sales cycle.
About the Zoho Sales Representative Professional Certificate Program •3 minutes
What is Zoho CRM? •4 minutes
Zoho CRM for businesses — An overview•3 minutes
About the Fundamental Sales Concepts Course•2 minutes
An Introduction to the sales cycle: What is it?•4 minutes
Why is the sales cycle important?•4 minutes
Key stages of a sales cycle•6 minutes
Sales cycle process — A scenario•6 minutes
A sales rep's role in driving the sales cycle•5 minutes
Video Podcast [OPTIONAL] | Expert segment on the Sales Cycle•42 minutes
An introduction to Zoho CRM•4 minutes
9 readings•Total 75 minutes
Components of the program•5 minutes
Meet the Team•10 minutes
Learning Objectives of this Professional Certificate Program•5 minutes
Instructions to sign up for a Zoho CRM account•5 minutes
Zoho CRM's design to map the sales cycle. •10 minutes
Sales cycle implementation in Zoho CRM — Scenario•10 minutes
Sales cycle for Zylker Tech Pvt Ltd — A Saas company•10 minutes
Sales cycle for Zylker Insurance•10 minutes
Sales cycle for Zylker Realtors•10 minutes
3 assignments•Total 90 minutes
Sales cycle— The Big Picture•30 minutes
Sales cycle stages •30 minutes
Sales Cycle Scenarios •30 minutes
1 discussion prompt•Total 10 minutes
Introduce yourself. •10 minutes
Types of sales channels
Module 2•4 hours to complete
Module details
In this module, the learner will understand what sales channels are, and how they could differ based on the products or services a business deals with.
What's included
15 videos4 assignments
Show info about module content
15 videos•Total 126 minutes
Overview of sales channels•5 minutes
Why are sales channels important?•5 minutes
Types of sales channels•10 minutes
Direct to Business — D2B•6 minutes
Wholesale•6 minutes
Distributors/partners•6 minutes
Resellers•5 minutes
Direct to Consumer — D2C•6 minutes
The Franchise channel•5 minutes
General trade — Wholesale Vs Retail•5 minutes
E-commerce / Quick commerce•7 minutes
Modern trade•6 minutes
Overview of B2G approach•5 minutes
How selling approaches differ based on channels•5 minutes
Video Podcast [OPTIONAL] | Expert segment on customizing sales approaches based on channels•45 minutes
4 assignments•Total 120 minutes
Sales Channels •30 minutes
B2B— Overview•30 minutes
B2C — Overview•30 minutes
Sales Channels•30 minutes
Popular sales models and techniques
Module 3•6 hours to complete
Module details
The module on sales methods and techniques highlights the popular methods and models in order practice the art of sales. Depending on the needs of the customer and the problems solved by the product/service, a sales person needs to employ different techniques or a combination of techniques.
What's included
11 videos7 readings6 assignments
Show info about module content
11 videos•Total 115 minutes
An introduction to sales models•9 minutes
Sales techniques — An overview•4 minutes
The primary categories of sales techniques•6 minutes
History and evolution of sales techniques•7 minutes
Transactional selling — Overview•7 minutes
Popular transactional selling techniques•10 minutes
An introduction to consultative selling•11 minutes
Forms of consultative selling — An overview•12 minutes
Snippet 2 | Blending sales techniques in a real sales scenario•2 minutes
Watch Full Podcast [OPTIONAL] | Modern day approach to practicing sales techniques•45 minutes
7 readings•Total 70 minutes
The Inbound Sales Model•10 minutes
The Outbound Sales Model•10 minutes
Solution selling•10 minutes
Relationship selling•10 minutes
The Challenger Sale•10 minutes
Applying sales theories with a touch of creativity•10 minutes
Creative ways to sell — Example scenario•10 minutes
6 assignments•Total 180 minutes
Sales models —An Overview•30 minutes
Sales techniques overview •30 minutes
Transactional selling•30 minutes
Consultative selling•30 minutes
Modern day approach to following sales techniques — Hands on Exercises•30 minutes
Popular sales models and techniques •30 minutes
Sales management concepts
Module 4•5 hours to complete
Module details
In this module, the learner will understand sales from the perspective of a management. This includes sales planning, strategy development, analytics, forecasting among other key concepts. An understanding of sales management will enable an entry-level sales aspirant to understand expectations from their role from the perspective of decision makers.
What's included
22 videos1 reading5 assignments
Show info about module content
22 videos•Total 156 minutes
Sales management — An overview•5 minutes
Responsibilities of Sales Managers•5 minutes
Formulating sales strategies•5 minutes
Recruiting the right sales talent•5 minutes
Mentoring the team•3 minutes
What do recruiters and mentors look for in a sales rep•5 minutes
Sales planning- an overview•5 minutes
Customer profiling•6 minutes
Sales approach•8 minutes
Value proposition•7 minutes
Setting sales targets/forecasting•7 minutes
Importance of sales performance management•4 minutes
Key metrics for assessment of sales performance•6 minutes
Using CRM for metrics and performance management•6 minutes
Motivation and gamification•6 minutes
Rewards and incentives•5 minutes
Sales rep obligations to the management— An overview•4 minutes
Meeting sales targets•5 minutes
Continuous learning improvement based on feedback•7 minutes
Snippet 1 | Key sales metrics adopted at Zoho•2 minutes
Snippet 2 | Important qualities sought in a salesperson•2 minutes
Watch Full Podcast [OPTIONAL] | Sales management concepts.•48 minutes
1 reading•Total 10 minutes
Cooperating with teams and taking initiatives•10 minutes
5 assignments•Total 150 minutes
Strategy development•30 minutes
Sales recruitment•30 minutes
Sales planning and forecasting•30 minutes
Sales performance management•30 minutes
Sales rep obligations to the management •30 minutes
Customer relationship management — An Overview
Module 5•4 hours to complete
Module details
In this module, the learner will be introduced to the exciting and essential concept of customer relationship management. A firm understanding of this fundamental concept goes a long way in helping them build and retain everlasting business relationships.
What's included
6 videos5 readings4 assignments
Show info about module content
6 videos•Total 60 minutes
Customer relationship management as a concept•11 minutes
Customer journey — An overview_ VIDEO•5 minutes
CRM Vs Spredsheets and Legacy software•6 minutes
Zoho CRM Possibilities — An overview•6 minutes
Video Podcast [OPTIONAL] | Expert segment on customer relationship management•30 minutes
Congratulations on completing the course!•2 minutes
5 readings•Total 70 minutes
Application of CRM in business — Scenario•10 minutes
Sales cycle Vs the customer journey — Similarities and differences•10 minutes
Creating a customer journey — Scenarios•10 minutes
Mapping customer journeys in CRM — A quick overview•30 minutes
CRM Implementation tools—An Overview•10 minutes
4 assignments•Total 120 minutes
CRM concepts •30 minutes
Customer journey •30 minutes
CRM tools •30 minutes
Customer relationship management•30 minutes
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What is the Zoho Sales Representative Professional Certificate Program?
The Zoho Sales Representative Professional Certificate Program is designed to equip aspiring and current sales professionals with the essential skills and knowledge to excel in a challenging marketplace.
What does a sales representative do?
A sales representative is the primary point of contact for a customer in an organization and they are primarily responsible for qualifying new business, retaining existing business and managing key accounts.
When will I have access to the lectures and assignments?
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Certificate?
When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.