Send contextual sales training to your salespeople at key moments


Training salespeople to do certain things in key moments can drastically increase your close rates.

For example, after sending a proposal, book a meeting to go through it together with the customer. Or, after a presentation, remember to ask “What would make you not go with this offer?” so that you can handle what might block the deal.

But most sales managers just don’t have the time to do it!

With this solution, you can to a large degree automate this training and ensure consistently high close rates!

Solution expert: Yusuf Young

SKU: 2301271602 Categories: , Included in License Cost: Standard, PremiumTechnologies: SharpspringResults sought after: Make sales process more effectiveTypes of solution: Workshop, Setup

What this solution gives you:

  • Asks salespeople to tick certain tickboxes or answer yes/no questions in key moments of the sales process.
  • If they don’t, a short video is sent to the salesperson where you explain how to handle this particular situation and how it will increase their chances of closing the deal.

What we will do:

This is a consultation and implementation where we will discuss key triggers in your sales process that can increase the chances of closing a deal.

Based on that, we will suggest 3-10 key training moments that will really make a difference, and together with you record small “micro-training” videos that can train your salespeple.

Afterwards, we will build this into your CRM, and automate the sending of these training videos to your salespeople if they miss critical elements of the process in their deals.

Contextual sales training screenshot

Cost to implement:

  • Consulting: Understand your sales process, understand where the critical training needs are, and how this fits into your sales process in the CRM.
  • Solution recommendation: List of recommended training videos and how to put them into the CRM.
  • Video production: We will help you produce these videos, which includes scripting, recording, cutting.
  • System implementation: We will implement the tickboxes and automations that sends out the training videos to salespeople in your CRM system.

Standard and up:

  • Consulting and video production fee: $1800
  • Implementation fee: $0
  • Ongoing Support & Maintenance fee: $0

Basic or down:

  • Consulting and video production fee: $2300
  • Implementation fee: $500
  • Ongoing Support & Maintenance fee: $50/m

Yusuf Young

About the Author

Yusuf helps companies use Marketing Automation to grow B2B sales. In his role as a Marketing Automation consultant implementing systems such as HubSpot and Salesforce, he discovered the need for better services at a lower cost. Today, he runs FunnelBud to make the fruits of sales and marketing technology available to businesses worldwide.


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