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Sales Essentials

The Essentials series is a training programme for the Microsoft® Office applications designed to help you manage your everyday tasks. We have picked out the key lessons that we believe will give you the knowledge and power to realise your potential.

Based on our methodology and training design, you will no longer have to spend a day out of the business to learn these new techniques. You will simply attend each of the lessons at your business address on a date a time to suit you.

And the best part is that with each lesson averaging just one hour in length, you have the advantage of being able to go back to what you do best and immediately put into practice what you have just learnt.



As a sales professional, you're bound to be juggling a dozen things at once - managing accounts, liaising with customers and attending sales meetings. Make Microsoft® Office the secret of your success by helping you manage your everyday tasks and assisting in communicating your successes to your clients and colleagues.

Putting it all together
Bring all of your important sales data together quickly and easily>>

  • How about when receiving in worksheets from members of you team that you combine all of the data into just one sheet. For example, if you have a worksheet of sales figures for each of your regional offices, you could use consolidation to roll these figures into a corporate sales worksheet.

  • Don't miss that important sale by having a disorganised list of data to work from. Manage your Excel worksheets more effectively using database tools that will help you find, analyse, sort and most importantly organise that vital information.

A clear message is a successful message
Whether it be sales forecasts or data comparisons it is important that you present your message clearly>>

  • See how the different charts can make your data more visually appealing and give visual impact to help your colleagues see comparisons, patterns, and trends in data.

  • When you present sales information to team members, investors, or other parties, it's essential that you not only communicate the basic information, but that you help the audience analyse and actually understand it. To do this, you can create a Microsoft Office PowerPoint® presentation to help make your points in a way that would be impossible with just a verbal presentation and handouts.

Helping you to become more productive
Save time and get to grips with some of the tools to help you become more productive>>

  • Wouldn't it be good if all those sales reports found their way into their own folder without you having to sift through them, or even organise you Inbox by colour and importance to help you find what you want immediately. Outlook has a variety of tools that can help you to clear out the rubbish and get organized.

  • Keeping track of all those appointments can be a huge task in itself. WouldnÕt it be great if you could quickly and easily track and automate all those appointments? Using Outlook meeting manager will help save time.
  • Are all those messages in your inbox intimidating you? Why not lighten the load by creating rules to organise your mail? That way your customers, and other suppliers can each have their own folders and youÕre in a better position to organise your inbox more easily than ever. You can even control all that Junk-email and get rid of it before it reaches you.

Track your activities
Ever need to know when exactly you sent that letter to your client or when you last spoke to them?>>

  • For every meeting you have with a client, each telephone conversation or email that you send, wouldn't it be great if you could access all the information relating to that client from one location? By linking it all together, no longer will you have to search through all the applications to find the relevant information you can have it all in one place.

If these Essentials don't quiet fit in with your job function and you would like to create your own training programme, then why not take a look at our Pick And Mix solution, giving you the opportunity to select the lessons that are right for you.

Or let us do it for you with a SAPR (Skills And Productivity Review) to ensure you get the most from your time spent training.


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