Technology Sales Close Plan Course · Module 9

Technology Sales Close Plan Course

The Technology Sales Close & Deployment Plan Course is the ninth module in the Technology Sales Course.

A close plan is an essential tool that technology sales professionals will use to help map out key dates, resources, activities and events that need to take place both on the supplier side and also the customer side to move the deal towards closure and get the paperwork (contract, service level agreement, special legal terms, approvals, purchase order etc.) drafted and signed to close the sale in line with the CRM forecast and management expectations.



What students will learn in this course?

1. Close plan; roles & responsibilities, actions, schedule of key dates, customer paper process, legal & commercial, supplier contract & approval process, red flags, contingency plan for risk management

2. Implementation; project charter, project management, change enablement, training etc.

3. Support; onboarding, system access, dahsboard, help-desk, technical requests, updates, new versions, best practices etc.

4. Reference; joint success with customer, win win, use case, case study, reference site & showcase for flagship sites



What are the requirements or prerequisites for taking this course?

a. Business acumen through corporate experience, running your own business or via business / marketing related studies

b. Ideally some experience in sales or marketing roles in a B2B sales environment or a keen desire to embark on a career in a Technology sales related role and willing to put in the additional effort to learn



Who is this course for?

i. New entrants looking to break into B2B Enterprise Technology sales looking to work in sales roles; inbound marketing, sales development reps - SDRs, account executives, technology sales reps, account managers

ii. Already in the early stages of your career in a Tech sales role and you're looking to progress & develop new skills to identify high value, high probability opportunities to close big deals or you're in the need of sales a refresher to help overcome a bad patch re. achieving targets

iii. Small to medium sized businesses looking to train employees using an efficient model

iv. Start-up businesses & entrepreneurs that are new to technology sales and want to understand how Big Technology companies focus their sales teams on advanced sales qualification methods



Additional Information - Close Plan Course

Technology sales professionals that want to help alleviate some of the anxiety on the customer side around change and implementation / configuration, will also use a deployment plan to help set out key milestones as what will take place once the customer signs the order from initial support activation all the way through to a anticipated go-live date.

The Tech Sales Close & Deployment Plan Course covers; resources (supplier & buyer), key milestones, support, deliverables, schedule, critical success factors, mitigating risks, updates & reviews etc.



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