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Resource Pack
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Study Checklist
Sales Foundations
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Planning
21%
0/41
No questions yet
Describe the elements of territory planning.
0/11
Create an approach to engage key accounts.
0/9
Calculate sales quota attainability based on account, territory, and prospect insights.
0/9
Develop business relationships and build partnerships with key roles and personas.
0/12
Customer Engagement
15%
0/29
No questions yet
Demonstrate thought leadership and build credibility to shift the customer's thinking.
0/7
Leverage multiple touchpoints to build prospect interest and align on why a solution meets their needs.
0/10
Nurture relationships and drive product adoption to maximize value for the customer.
0/12
Deal Management
37%
0/65
No questions yet
Identify how to qualify a prospect and when to move to the next stage of the sales process.
0/13
Determine customer's business strategies, goals, initiatives, and challenges to define the scope of the solution.
0/15
Develop and present the value proposition of a solution based on customer needs.
0/14
Identify and remove all challenges to finalize the deal.
0/13
Gain customer commitment and close formal contract.
0/10
Pipeline Management
12%
0/38
No questions yet
Identify and generate new pipeline.
0/12
Analyze pipeline health insights ensuring data integrity to improve customer relevance.
0/16
Explain pipe progression and stage velocity.
0/10
Forecasting
6%
0/27
No questions yet
Assess forecast accuracy to drive opportunity consistency.
0/11
Measure the risks and opportunities associated with a business deal.
0/8
Explain key inputs that drive the forecasting process.
0/8
Customer Success
9%
0/33
No questions yet
Identify the actions needed to book and fulfill orders.
0/7
Identify the post-sales customer journey.
0/14
Assess customer realized and expected value.
0/12