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Portfolio Management

Portfolio Management

Prime 5.0

Created by   Strategy to Revenue

Category   Marketing/Sales   >   Sales Training

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Duration 25 minutes
Audience Employees and Supervisors

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.

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.

Languages

English

Skills you'll gain

sales salesperson portfolio territory Management prospects customers Buyers Targets

Details to know

Certificate
Bookmark

Portfolio Management

Portfolio Management 1 - Portfolio Planning Basics
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
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
Portfolio Management 3 - Planning for Action
 A realistic game walks you through the steps of making an effective portfolio plan.

Strategy to Revenue

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.
Price per license
$9.95
No. of licenses
Total
$9.95
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