TRAINING PLAN: Sales and Marketing Associate
1. Area: Salesforce.com
Activity: Trainee will learn this contact management software program to enter new leads and
follow up on existing leads to determine where they are in the sales cycle. They will go through
all of the help windows, read the documentation, go through the training presentations.
Competency: Trainee should be proficient user of software.
Time/Hours: 160 hours
2. Area: PBXNSIP Software
Activity: Trainee will learn the company’s specific software based phone system in order to
provide online demonstrations and also learn to conduct basic sales webinars.
Competency: Ability to interact with software to provide customer demonstrations and conduct
webinars.
Time/Hours: 240 hours
3. Area: Process Orders
Activity: Trainee will learn how to process all orders that are generated by the sales department.
They will learn how to create an invoice in Net suite (NS) which is our accounting system. They
will learn how to generate license keys when an order is received and attach them to the
invoice. They will learn how to process credit cards in NS and to use Google checkout to process
credit cards. They will also learn how to update license keys. They will also track and bill for the
monthly sales rentals that are perpetual.
Time/Hours: 120
4. Area: Reseller Program
Activity: Trainee will learn structure of Reseller Program and learn to apply it on a regular basis
to ensure clients receive follow-up, understand and are selling the product(s).
Competency: Understanding of Reseller Program and ability to apply it on regular basis with
client base.
Time/Hours: 160
5. Area: Newsletters
Activity: Trainee will learn to develop an ability to create newsletters in order to communicate
new product offerings to the channel of contacts and keep them informed of company offerings.
Competency: Ability to create company newsletter to promote company products and offerings.
Time/Hours: 100
6. Area: Product Knowledge
Activity: Trainee needs to learn the company products and be able to make cold calls as well
calls to established customer base and not fear rejection. The trainee should understand Voip
and how the product fits into the Volp industry. Acquiring an understanding of IP phones from
Snorm, Polycom, Aastra, and Cisco is important.
Competency: A clear understanding of company products and confidence in making calls to
established customers as well as cold calls.
Time/Hours: 100 hours
7. Area: Sales Presentations
Activity: Trainee will learn methods and principles for promoting, showing and selling the
products.
Competency: Observable demonstration of ability for representing the company products.
Time/Hours: 80