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Who will the training help?
What will you get?
How long will it take?

Any sales person or account manager in B2B sales, usually has a territory or a portfolio of accounts to manage – either face to face, by telephone or now increasingly virtually.

So whether your teams are field based or internal, a sales plan is a key part of the role and is often overlooked.

With all the impacts of Covid, making your sales activity pay dividends is vital, so thinking about the business you receive from your accounts, forecasting the likely spend, and setting objectives and actions for those accounts, is a key activity for sales focus and achieving targets.

If you have one in place, a monthly revisit will keep you focused and on track. If you don’t have them in place, they’re a bit like planting a tree – the best time to do it was a while ago, the second best time is now.

Who will this training help?

Anyone who manages a territory or a portfolio of accounts.
I feel so much more confident
I feel so much more confident having this framework now when handling sales calls and it feels so much more natural than the one I was trying to implement before.
Danielle Cole
Short – Sam Roper – HSD Unlike other courses the action plans
Unlike other courses action plans have tangible benefits, in fact some benefit is already in action a week later.
Sam Roper
Short – Sam Roper – HSD – the feedback and enthusiasm from everyone has exceeded my expectations
The feedback and enthusiasm from everyone involved has exceeded my expectations.
Sam Roper
Short – Angel Advance – the most valuable course – customer service
The most valuable course taken to date for our managers, trainers and coaches.
Ben Mariner
Short – BOC – Ambassador – really good very insightful
It's helped me to understand how to make a customer feel valued. Really good, very insightful.
R L
Short BOC – Ambassador – time and money well spent
Excellent, time and money well spent.
Phil M
Short – Schein – Mark Y – Team Leader
An awesome insight into the way our interactions with clients have a significant impact on our business. Providing skills & techniques for a better customer experience.
Mark Yeates
Short – Russell Smith – Reynolds – added value
They added real value and are a real pleasure to work with.
Russell Smith
Short – Patrick Allen – Henry Schein – results
They deliver great results and provide a real return on investment.
Patrick Allen
Short – Reynolds – Customer Service; Call Centre and leadership
If you need really sustainable results in your business then I could not think of a better company than Intelligent Dialogue.
Paul Collins
Short – Michael Reeve – Edwards – customer service and sales
I wouldn't hesitate to recommend them.
Michael Reeve
Short – Rotrex – Ian Bunting – Sales
The training delivered positive & measurable results, increased hire, sales & service business in all of our market sectors.
Ian Bunting
One of the best received we have run
The Ambassador programme has certainly been one of the best received that we have run - so thank you very much for this.
Colin Mills
Short – Jeff Hudson FLG – Hire
Intelligent Dialogue really understand the hire market, and if you want to generate more business and improve service I would contact Diane Banister.
Jeff Hudson
Short – FLG Jeff Hudson – sales hire controllers
Already extra revenue has been significant.
Jeff Hudson
Short – Coventry City Council – Customer Service
I would strongly recommend Intelligent Dialogue to anyone. The content was perfect and the delivery was First Class.
Daniel Freeman
Short – Matt Ainscough – Commercial
The results have been outstanding.
Matt Ainscough
Short – Edwards – Customer Service
I learned more in this course than in over 20 years of customer service.
Christian Owens
Short – All Med Pro – Sales
Brilliant workshop today. Many thanks to Diane Banister. Already the feedback I have had from the team has been great. Highly recommended.
Adam O'Keeffe
Short – BOC – Colin Mills – Customer Service
The Ambassador programme has certainly been one of the best received that we have run - so thank you very much for this.
Colin Mills

What you will get from Intelligent Dialogue Sales Planning Training

An on-line training course with one of our facilitators via Zoom, and everything you need to produce your own sales plan.  This includes access to our learning portal where key information is stored for you team.

You will get:

a sales planning workbook that takes you through the sales planning process, step by step
a sales planning template in excel that does all the hard work for you
The opportunity to turn this training the course into a Development Programme with additional 121 coaching

How long will it take?

2 Hours on-line via Zoom.

Sessions can be developed by looking at time management and productivity, or field territory planning as well.

GET IN TOUCH

If you would like to improve your teams sales planning skills then get in touch to discuss the detail of what you’d like to achieve. We’ll discuss with you our approach to achieving your objectives, the time it will take and the investment you’ll need to make.

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