This four day course shows how to sell ProspectSoft CRM effectively and profitably and is aimed at Sales Staff and others who have contact with potential customers. It does not teach selling skills but the positioning of the Product in the market and how to bring its many benefits to the customer’s attention. Each day builds on the previous one and needs to be taken in order.

Day 1 - Strategic Targeting of ProspectSoft CRM Software

The position of ProspectSoft in the CRM market and its features and functions are fully analysed. Practical advice is given on generating and qualifying high-margin business in target markets by exploiting ProspectSoft CRM’s many Key Selling Points. Comparison with competitors’ products is also covered.

Day 2 – The Perfect ProspectSoft CRM Presentation & Demonstration

There is a heavy emphasis on ProspectSoft’s standard PowerPoint Presentation and the Demonstration of ProspectSoft CRM. Course attendees will practice the use of these two powerful sales tools and learn when and how to tailor them for specific sales opportunities. Attendees will leave with an understanding of how ProspectSoft CRM works and how to present and demonstrate its main features.

Attendees must have completed Sales Day 1.

Day 3 – The Successful Sale

Vital elements of completing the ProspectSoft CRM sale are covered in depth, including common pre-sales questions and objections, explaining technical issues such as replication and accounts integration, system requirements, planning and quoting for the installation (including dependent modules). Advice is also given on how to generate continuing value-added business after the initial ProspectSoft CRM installation has been completed. The day ends with the written Accreditation paper.

Attendees must have completed Sales Day 2.

Day 4 - Sales Accreditation

This Day is for the practical Accreditation exercise. Attendees must have completed the previous three days’ training.

Sales Training Pre-Requisites

 • Competence in using MS Windows, Word, Excel and Outlook

Note : Trainees must bring a laptop running the latest ProspectSoft CRM 5 Demonstration software and MS Office Professional programs with MS Outlook offline folders.

This course contains exactly the same material as the Sales Four Day course but is split into two parts, beginning with Days 1 & 2 and followed a week or so later with Days 3 & 4. This has been done to make it easier for sales staff to attend a split course rather than four consecutive days.

All four days must be attended and Accreditation achieved to satisfy the Partner Agreement requirements for accredited sales staff.

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