Portfolio Management
English
30-Day Money Back Guarantee
Full Lifetime Access
Self-Paced
Finish in
25 mins!
Finish in
25 mins!
Made for for
Employees
and
Supervisors
Employees
and
Supervisors
Certificate
of Completion
of Completion
Mobile -
Friendly
Access
Friendly
Access
What you'll learn
You will learn how a portfolio, or territory, growth plan differs from an account plan or an opportunity plan, and how to examine and assess the potential of the companies in your territory. This will enable you to prioritize the ones on which to focus your attention and create action plans that increase sales.
Skills covered in this course
Description
Your portfolio, or territory, is like your own business. It grows when you manage it well. But how do you do that? In this course, you'll learn how to develop an effective portfolio plan that will help you reach your goals while making the best use of your time and energy.
Table of Contents
Portfolio Planning Basics: What is a portfolio, who uses one, and how does portfolio management differ from account and opportunity management?
Planning Your Way to Success: How a salesperson's portfolio plan supports a growth mindset and fit into the company's larger strategic plan.
Planning For Action: A realistic game walks you through the steps of making an effective portfolio plan.
Author
We’re an experienced group of sales and marketing leaders, and education and coaching stalwarts. We’ve all held senior positions at global corporations, or rolled up our sleeves to turn start-ups into successful international businesses, and in many cases we’ve done both.
Portfolio Management
Portfolio Management 1 - Portfolio Planning Basics
What is a portfolio, who uses one, and how does portfolio management differ from account and opportunity management?
Portfolio Management 2 - Planning Your Way to Success
How a salesperson's portfolio plan supports a growth mindset and fit into the company's larger strategic plan.
Portfolio Management 3 - Planning for Action
A realistic game walks you through the steps of making an effective portfolio plan.
