COMPU GLOBAL HYPER MEGA NET SALES TRAINING SCHEDULE
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1 COMPU GLOBAL HYPER MEGA NET SALES TRAINING SCHEDULE WEEK ONE DAY ONE DAY TWO DAY THREE DAY FOUR DAY FIVE Official Welcome Office Tour Meet Your Mentor Computer and Phone Setup Company Structure and History Sales Policies o KPIs/Quotas People and Culture Website and Marketing Materials Price Book Internal Systems o The GRiD o SGP/TNG o Billing+ Review Materials (Session 2) Review of Website Materials Meet & Greet Wholesale Intro to CRM Meet & Greet Partner Channel (Session 3) Sales Methodology and Expectations Lead Process and Management Weekly Review WEEK TWO DAY ONE DAY TWO DAY THREE DAY FOUR DAY FIVE (Session 4) Expense Reports CRM Leads (Session 2) Product Research Account Assignments Self- Review and Practice of owned Accounts 1:1 Intro to TechnoBabble Overview of Contracts Self- Review of Contracts Qualification Checks Product Review Account Assignment Research Account Assignment Research LanX and Price Book Review Self Study Weekly Review Page 1
2 COMPU GLOBAL HYPER MEGA NET SALES TRAINING SCHEDULE CONTINUED WEEK THREE DAY ONE DAY TWO DAY THREE DAY FOUR DAY FIVE CRM Account Management Training Review Preparation for Customer Call Self Study Opportunity Management Job Shadowing Quiz! CRM Outlook Client Activity Management Job Shadowing Job Shadowing Self Study and Prep 1:1 Job Shadow Onboarding Review and Expectations for Toronto Visit CRM Review Weekly Review WEEK FOUR DAY ONE DAY TWO DAY THREE DAY FOUR DAY FIVE Travel to Toronto Introductions and Office Tour Intro to Tech Support Internal Systems Q&A Meet & Greet with VP of Technology Travel Return to Vancouver Data Centre Tour Meet & Greet the CEO Intro to Finance update Contracts Intro to People & Culture Process Flows Product Training & Price Book Q&A update Intro to Provisioning Everything Sales update Meet & Greet with VP of Operations Meet & Greet with VP of Product Marketing update Page 2
3 COMPU GLOBAL HYPER MEGA NET SALES TRAINING DETAILS DAY TOPIC TIME (EST.) DETAILS RESONSIBILITY Official Welcome New employee starts at 10am to meet, say hello, general niceties Show employee to desk to drop off stuff, quick hello to team Hand off to Allan/Karen Toronto: Karen Vancouver: Allan Office Tour 30 minutes Tour and introductions Toronto: Karen Vancouver: Allan 1 Meet Your Mentor Meeting with assigned mentor to discuss job, answer questions, prepare for training Assigned Mentor Computer and Phone Setup Gather office supplies Log into computer, set up /signature Test access to internal systems Desktop Support Company Structure and History How CGHMN came to be Mission and Values VP Of People and Culture Daily Review 30 minutes How was day one? Any questions or concerns? Total Time: 6 hours (including lunch) What s on Tap 30 min Overview of Day Product Knowledge Session 1: How the Telecom Industry works Mentor Sales Policies Policies; KPIs and Quota 2 People & Culture Mission Statement Core Values Employee Handbook Review PCC CGHMN Website & Sales Material Review of Website Sales Collateral Sales Training Materials Marketing Daily Review 30 minutes Overview of Day Mentor Page 3
4 What s on Tap 30 min Overview of Day Price Book Review of Price Book Reading time to Review Andrew 3 Internal Systems GRID SGP TNG Billing Kimli Review of Website Materials Review of CGHMN Website Reading of Materials on the GRID Daily Review 30 minutes Overview of Day Mentor Product Knowledge (Session 2) The Internet (and the relation to the World of Tomorrow) Sales Engineer/Mentor 4 Review of Website Materials Review of Website Reading of Materials on the GRID Meet & Greet Wholesale Overview of Wholesale George Intro to CRM Introduction to CRM Della Page 4
5 Meet & Greet Partner Channel Overview of Partner Program Vlad Product Knowledge (Session 3) Death Star Recruitment Mentor 5 Sales Methodology & Expectations 2 hour 20/40/60/80 Proposals Contracts Lead Processes and Management s Lead Process Lead Management Anakin Weekly Review 30 min Overview of Week Product Knowledge (Session 4) Dealing with the Rebel Alliance Sales Engineer Expense Reports Everything to know about expenses 6 CRM Leads Lead Review Account & Contract Introduction Henry Product Research Competitors Account Assignments & Lookup 2 hour Overview of Account Assignment Lookup of Accounts in CRM and TNG Analysis of history of the Account Linda 7 Self- Review and Practice of Owned Accounts Lookup and Analysis of Records 1:1 First official weekly 1:1 Process, expectations, quarterly goals Total Time: 7 hours (including lunch) Page 5
6 Intro to TechnoBabble Buzz words! ROI! Social Media! Synergy! Mentor 8 Overview of Contracts Review of Contracts Chris Self Review of Contracts Review Contracts on the GRID Qualification Checks When to submit Qual Checks; when to do them yourself Overview of Qual Checks Marshall 9 Product Review What have you learned? Stan Account Assignment Research Continue with Review/Analysis of owned Account Total Time: 7 hours (including lunch) Account Assignment Research Continue with research on accounts 10 LanX and Price Book Review Refreshers Scott Self Study Review of Contracts/Product Materials/Sales Training Weekly Review 30 min Overview of Week Page 6
7 CRM Account Management Review of Leads, Accounts and Contacts Account Management Leela 11 Review of Training and Prep for Customer Calls Review Preparation for customer calls Self Study Review of Contracts/Product Materials/Sales Training Opportunity Management Opportunity Management in CRM Zoidberg Job Shadowing Job Shadow Team Member TBD 12 Self Study Review of Contracts/Product Materials/Sales Training Product Knowledge Quiz! Show us what you know! VP of Sales CRM and Outlook Outlook Client and Activity Management Hermes 13 Activity Management Managing Work and Play PCC Job Shadowing 3 hours Job Shadow Team Member TBD Page 7
8 Job Shadowing 3 hours Job Shadow Team Member TBD 14 Self Study and Prep Review of Contracts/Product Materials/Sales Training 1:1 Weekly 1:1 Job Shadowing 3 hours Job Shadow Team Member TBD 15 Onboarding Review and Expectation for Toronto Visit Review of Onboarding What worked? What didn t? Overview of week in Toronto CRM Review Review of use of CRM Karen Weekly Review 30 min Overview of Week Page 8
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