Joint Sales Pro Training
Learn how to conduct your Joint Sales programs more efficiently and easily than ever before in WorkSpan. Transform hours editing excel sheets or searching for context on a sales Opportunity in your inbox into time spent innovating and collaborating with your partners and internal team members. In this section, learn to create and manage Sales Plans and the Opportunities within them. Track your progress and be QBR-ready at a moment's notice with Metrics. And, share exactly the information you want to share with the click of a button.
- Create a Sales Plan
- Complete Sales Plan Strategy Documentation & Align Your Team
- Add & Edit Metrics on Sales Plans
- Share Your Sales Plans
- Use Table Views to Efficiently Review Sales Plans