Overview of Sales Coach

Sales Coach is a mechanism to present best practice sales methodology and teaching aids to help improve your sales effectiveness.

Application administrators set up Sales Coach by associating action items and recommended documents with a sales stage. You can then view these items as you progress your opportunities. The coaching components or job aids are associated with a specific sales stage. Each sales stage potentially can have multiple action items and recommended documents associated with it.

Here are the areas that administrators can define for each sales stage:

• Action items (process steps)

• Recommended documents

Action Items

Action items are steps you should follow during a sales stage. For example, your company might recommend that you interview a potential customer, develop a product list, and schedule a presentation for a product launch.

Recommended Documents

Recommended documents are helpful documents and resources, such as customer letter templates, relevant websites, and training materials.