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Dvija Maurer
In this 2-hour long project-based course, you will learn how to develop a sales account management plan metrics tracker in Google Sheets. This tracker will allow you monitor your sales account management action plan and ensure your metrics are tracked and assessed. This project will support anyone in account management and client relationship management seeking to track their preferred metrics.
Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.
Register for this course and see more details by visiting:
OpenCourser.com/course/3j6lto/develop
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Explores account management action plan tracking strategies, which aligns with industry best practices
Suitable for those in account management and client relationship management seeking to enhance tracking capabilities
Taught by Dvija Maurer, an experienced instructor
Save this course
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Reviews summary
Concise guide to google sheets
Sales professionals looking for a comprehensive sales management plan will find few resources in this course. Overall content seems basic and fails to meet specialized needs.
Basic Google Sheets guide
"It was a very short guide to use Google sheets."
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Develop Sales Account Management Plan in Google Sheets with these
activities:
Review the book 'Sales Account Management for Dummies' by Martin Green
Show steps
This book provides a comprehensive overview of sales account management and will help you understand the key concepts.
View
Takeovers & Freezeouts
on Amazon
Show steps
-
Read the book
-
Take notes on the key concepts
-
Apply the concepts to your own work
Explore online tutorials on Google Sheets
Show steps
This will help you become more proficient in using Google Sheets, the tool you will be using to create the metrics tracker.
Browse courses on
Google Sheets
Show steps
-
Search for Google Sheets tutorials on YouTube or other online platforms.
-
Follow along with the tutorials to learn how to perform basic and advanced operations in Google Sheets.
-
Practice using Google Sheets by creating your own spreadsheets and experimenting with different features.
Review the basics of sales management and account management
Show steps
Reviewing the fundamentals will provide a strong foundation for understanding the course material on sales account management.
Browse courses on
Sales Management
Show steps
-
Read a book or article on sales management fundamentals
-
Take an online course or workshop on sales management basics
-
Review your notes from previous sales management courses
-
Attend a sales management conference or webinar
12 other activities
Expand to see all activities and additional details
Show all 15 activities
Review Google Sheets Functions
Show steps
This activity will refresh your understanding of the basic functions and formulas used in Google Sheets, ensuring you have a solid foundation for creating your sales account management plan metrics tracker.
Browse courses on
Google Sheets
Show steps
-
Go through online tutorials on Google Sheets functions.
-
Review the Google Sheets Help Center for specific function syntax and examples.
-
Create a practice spreadsheet and experiment with different functions.
Review key concepts of account management
Show steps
This should help you recall the essential concepts that will be built upon in the course.
Browse courses on
Sales Management
Show steps
-
Review your notes or textbooks from previous courses or certifications related to account management.
-
Attend a webinar or online course on account management best practices.
-
Read articles or blog posts about key account management concepts.
Compile a resource list of articles, books, and websites on sales account management
Show steps
Compiling a resource list will help you find and organize helpful materials for future reference.
Show steps
-
Search for articles, books, and websites on sales account management
-
Evaluate the resources and select the most relevant ones
-
Create a list of the resources
-
Organize the list by topic or type of resource
-
Share the list with other students or professionals
Complete exercises on sales account management metrics
Show steps
This will help you develop a deeper understanding of the metrics that are used to measure success in sales account management.
Browse courses on
Sales Metrics
Show steps
-
Find online exercises or quizzes on sales account management metrics.
-
Complete the exercises to test your knowledge and identify areas where you need improvement.
-
Review your results and make a plan to address any weaknesses.
Participate in a peer session or study group to discuss the course material
Show steps
Discussing the course material with other students will help you reinforce your learning and get different perspectives.
Show steps
-
Find a peer session or study group to join
-
Prepare for the session by reading the assigned material
-
Participate actively in the discussion
Develop a Sample Sales Account Management Plan
Show steps
By creating a sample plan, you can apply the concepts learned in the course and gain practical experience in developing a metrics tracker that meets your specific needs.
Browse courses on
Client Relationship Management
Show steps
-
Identify a hypothetical client or industry for your sample plan.
-
Define the goals and objectives of your sample plan.
-
Research and select relevant metrics to track your progress.
-
Create a draft of your sample plan, including the metrics tracker.
Create a sample sales account management plan
Show steps
This will give you hands-on experience in developing a plan that you can use in your own work.
Show steps
-
Identify the key elements of a sales account management plan.
-
Gather data on your target account.
-
Develop strategies to achieve your goals.
-
Create a written plan that outlines your strategies and tactics.
Create a simple account management plan for a real-world client
Show steps
Creating an account management plan will help you apply the course material to a real-world scenario and gain practical experience.
Browse courses on
Sales Strategy
Show steps
-
Identify a client and their needs
-
Research the client's industry and competition
-
Develop a list of goals and objectives for the account
-
Create a strategy to achieve the goals and objectives
-
Develop a timeline for implementation
Attend industry events or webinars related to sales account management
Show steps
This will allow you to connect with other professionals in the field and learn about new trends and best practices.
Browse courses on
Networking
Show steps
-
Identify industry events or webinars that are relevant to your interests.
-
Register for the events and attend them.
-
Network with other attendees and learn from the speakers.
Attend a workshop on sales account management or a related topic
Show steps
Attending a workshop will give you the opportunity to learn from experts in the field and network with other professionals.
Show steps
-
Research workshops on sales account management or a related topic
-
Register for a workshop
-
Attend the workshop
-
Take notes and ask questions
-
Apply what you learned to your own work
Write a blog post or article on a topic related to sales account management
Show steps
Writing a blog post or article will help you solidify your understanding of the course material and share your knowledge with others.
Show steps
-
Choose a topic that you are knowledgeable about
-
Research the topic thoroughly
-
Write a clear and concise article
-
Proofread your article
-
Publish your article on a blog or website
Create a presentation on a topic related to sales account management
Show steps
Creating a presentation will help you synthesize your knowledge of the course material and communicate it effectively.
Show steps
-
Choose a topic that you are knowledgeable about
-
Research the topic thoroughly
-
Create a clear and concise presentation
-
Practice your presentation
-
Deliver your presentation
Review the book 'Sales Account Management for Dummies' by Martin Green
Show steps
This book provides a comprehensive overview of sales account management and will help you understand the key concepts.
View
Takeovers & Freezeouts
on Amazon
Show steps
Show steps
Show steps
- Read the book
- Take notes on the key concepts
- Apply the concepts to your own work
Explore online tutorials on Google Sheets
Show steps
This will help you become more proficient in using Google Sheets, the tool you will be using to create the metrics tracker.
Browse courses on
Google Sheets
Show steps
Show steps
Show steps
- Search for Google Sheets tutorials on YouTube or other online platforms.
- Follow along with the tutorials to learn how to perform basic and advanced operations in Google Sheets.
- Practice using Google Sheets by creating your own spreadsheets and experimenting with different features.
Review the basics of sales management and account management
Show steps
Reviewing the fundamentals will provide a strong foundation for understanding the course material on sales account management.
Browse courses on
Sales Management
Show steps
Show steps
Show steps
- Read a book or article on sales management fundamentals
- Take an online course or workshop on sales management basics
- Review your notes from previous sales management courses
- Attend a sales management conference or webinar
12 other activities
Expand to see all activities and additional details
Show all 15 activities
Review Google Sheets Functions
Show steps
This activity will refresh your understanding of the basic functions and formulas used in Google Sheets, ensuring you have a solid foundation for creating your sales account management plan metrics tracker.
Browse courses on
Google Sheets
Show steps
Show steps
Show steps
- Go through online tutorials on Google Sheets functions.
- Review the Google Sheets Help Center for specific function syntax and examples.
- Create a practice spreadsheet and experiment with different functions.
Review key concepts of account management
Show steps
This should help you recall the essential concepts that will be built upon in the course.
Browse courses on
Sales Management
Show steps
Show steps
Show steps
- Review your notes or textbooks from previous courses or certifications related to account management.
- Attend a webinar or online course on account management best practices.
- Read articles or blog posts about key account management concepts.
Compile a resource list of articles, books, and websites on sales account management
Show steps
Compiling a resource list will help you find and organize helpful materials for future reference.
Show steps
Show steps
Show steps
- Search for articles, books, and websites on sales account management
- Evaluate the resources and select the most relevant ones
- Create a list of the resources
- Organize the list by topic or type of resource
- Share the list with other students or professionals
Complete exercises on sales account management metrics
Show steps
This will help you develop a deeper understanding of the metrics that are used to measure success in sales account management.
Browse courses on
Sales Metrics
Show steps
Show steps
Show steps
- Find online exercises or quizzes on sales account management metrics.
- Complete the exercises to test your knowledge and identify areas where you need improvement.
- Review your results and make a plan to address any weaknesses.
Participate in a peer session or study group to discuss the course material
Show steps
Discussing the course material with other students will help you reinforce your learning and get different perspectives.
Show steps
Show steps
Show steps
- Find a peer session or study group to join
- Prepare for the session by reading the assigned material
- Participate actively in the discussion
Develop a Sample Sales Account Management Plan
Show steps
By creating a sample plan, you can apply the concepts learned in the course and gain practical experience in developing a metrics tracker that meets your specific needs.
Browse courses on
Client Relationship Management
Show steps
Show steps
Show steps
- Identify a hypothetical client or industry for your sample plan.
- Define the goals and objectives of your sample plan.
- Research and select relevant metrics to track your progress.
- Create a draft of your sample plan, including the metrics tracker.
Create a sample sales account management plan
Show steps
This will give you hands-on experience in developing a plan that you can use in your own work.
Show steps
Show steps
Show steps
- Identify the key elements of a sales account management plan.
- Gather data on your target account.
- Develop strategies to achieve your goals.
- Create a written plan that outlines your strategies and tactics.
Create a simple account management plan for a real-world client
Show steps
Creating an account management plan will help you apply the course material to a real-world scenario and gain practical experience.
Browse courses on
Sales Strategy
Show steps
Show steps
Show steps
- Identify a client and their needs
- Research the client's industry and competition
- Develop a list of goals and objectives for the account
- Create a strategy to achieve the goals and objectives
- Develop a timeline for implementation
Attend industry events or webinars related to sales account management
Show steps
This will allow you to connect with other professionals in the field and learn about new trends and best practices.
Browse courses on
Networking
Show steps
Show steps
Show steps
- Identify industry events or webinars that are relevant to your interests.
- Register for the events and attend them.
- Network with other attendees and learn from the speakers.
Attend a workshop on sales account management or a related topic
Show steps
Attending a workshop will give you the opportunity to learn from experts in the field and network with other professionals.
Show steps
Show steps
Show steps
- Research workshops on sales account management or a related topic
- Register for a workshop
- Attend the workshop
- Take notes and ask questions
- Apply what you learned to your own work
Write a blog post or article on a topic related to sales account management
Show steps
Writing a blog post or article will help you solidify your understanding of the course material and share your knowledge with others.
Show steps
Show steps
Show steps
- Choose a topic that you are knowledgeable about
- Research the topic thoroughly
- Write a clear and concise article
- Proofread your article
- Publish your article on a blog or website
Create a presentation on a topic related to sales account management
Show steps
Creating a presentation will help you synthesize your knowledge of the course material and communicate it effectively.
Show steps
Show steps
Show steps
- Choose a topic that you are knowledgeable about
- Research the topic thoroughly
- Create a clear and concise presentation
- Practice your presentation
- Deliver your presentation
Career center
Learners who complete Develop Sales Account Management Plan in Google Sheets will develop knowledge and skills
that may be useful to these careers:
Sales Account Manager
Sales Account Manager
Suitably designed for aspiring and current Sales Account Managers, this project-based course will help equip you with the know-how to develop and track a sales account management plan in Google Sheets. As a Sales Account Manager, your role involves managing and developing relationships with clients, identifying and pursuing sales opportunities, and helping build strong customer connections that contribute to business growth. This course, focusing on metrics tracking and assessment, aligns with essential aspects of this profession, helping you monitor progress, evaluate performance, and make necessary adjustments to optimize your strategies and achieve desired outcomes.
Client Success Manager
Client Success Manager
The 'Develop Sales Account Management Plan in Google Sheets' course offers a valuable foundation for Client Success Managers. Ensuring client satisfaction and driving business growth are key aspects of this role, and this course empowers you with the skills to monitor and assess performance metrics effectively. Your responsibilities may include analyzing client needs, developing customized solutions, and implementing strategies that enhance client experiences. This course aligns with your objectives by providing a framework for tracking progress, identifying areas for improvement, and optimizing your approach to deliver exceptional client outcomes.
Sales Operations Analyst
Sales Operations Analyst
For those pursuing a career as a Sales Operations Analyst, this course can provide a strong foundation. Your role typically involves analyzing sales data, identifying trends, and developing strategies to improve sales performance. The course's focus on developing a metrics tracker in Google Sheets directly aligns with this aspect of your work, enabling you to efficiently collect, analyze, and interpret data to gain insights and drive improvements. By understanding how to track and assess performance, you can contribute to developing effective sales strategies and optimizing processes, which is crucial for this role.
Salesforce Administrator
Salesforce Administrator
If you are interested in becoming a Salesforce Administrator, this course can be a valuable addition to your skill set. In this role, you will be responsible for maintaining and customizing Salesforce CRM systems, ensuring optimal performance and meeting business requirements. The course's focus on developing a metrics tracker in Google Sheets aligns with the need to monitor and assess the performance of Salesforce systems, allowing you to identify areas for improvement and ensure the system effectively supports sales activities.
Project Manager
Project Manager
Those aspiring to become Project Managers may find this course beneficial. Project Managers oversee the planning, execution, and completion of projects, ensuring deliverables are met on time and within budget. The course's emphasis on developing a metrics tracker in Google Sheets can assist you in effectively monitoring project progress, tracking milestones, and identifying potential risks. By gaining proficiency in tracking and assessing project performance, you can enhance your ability to manage projects successfully and achieve desired outcomes.
Business Analyst
Business Analyst
For individuals interested in pursuing a career as a Business Analyst, this course can be a valuable resource. Business Analysts are responsible for analyzing business processes, identifying areas for improvement, and developing solutions to enhance efficiency. This course aligns with this role by providing practical knowledge in developing a metrics tracker in Google Sheets. By mastering this skill, you can effectively collect, analyze, and interpret data to gain insights, identify trends, and make data-driven recommendations that contribute to business improvements.
Data Analyst
Data Analyst
Those seeking a career as a Data Analyst can benefit from this course. Data Analysts are responsible for collecting, cleaning, and analyzing data to extract insights that inform decision-making. This course provides foundational knowledge in developing a metrics tracker in Google Sheets, which aligns with the responsibilities of Data Analysts. By mastering this skill, you can efficiently organize and analyze data, identify patterns, and present findings in a clear and actionable manner, contributing to informed decision-making processes within an organization.
Financial Analyst
Financial Analyst
Individuals pursuing a career as a Financial Analyst may find this course beneficial. Financial Analysts are responsible for analyzing financial data, developing financial models, and making recommendations to support investment decisions. This course aligns with this role by providing practical knowledge in developing a metrics tracker in Google Sheets. Mastering this skill enables you to effectively track and assess financial performance, identify trends, and make data-driven recommendations that contribute to sound investment strategies.
Operations Manager
Operations Manager
Those aspiring to become Operations Managers may find this course relevant. Operations Managers are responsible for planning, organizing, and directing the operational activities of an organization. This course aligns with this role by providing practical knowledge in developing a metrics tracker in Google Sheets. Mastering this skill enables you to effectively monitor and assess operational performance, identify areas for improvement, and optimize processes to enhance efficiency and productivity within the organization.
Marketing Manager
Marketing Manager
For individuals interested in pursuing a career as a Marketing Manager, this course can be a valuable resource. Marketing Managers are responsible for developing and executing marketing campaigns, managing marketing budgets, and analyzing marketing performance. This course aligns with this role by providing practical knowledge in developing a metrics tracker in Google Sheets. Mastering this skill enables you to effectively track and assess marketing campaign performance, identify areas for improvement, and optimize strategies to achieve desired marketing outcomes.
Product Manager
Product Manager
Those seeking a career as a Product Manager can benefit from this course. Product Managers are responsible for defining, developing, and launching new products or features. This course aligns with this role by providing practical knowledge in developing a metrics tracker in Google Sheets. Mastering this skill enables you to effectively track and assess product performance, identify areas for improvement, and make data-driven decisions to enhance product development and adoption.
Software Engineer
Software Engineer
Individuals pursuing a career as a Software Engineer may find this course relevant. Software Engineers are responsible for designing, developing, and maintaining software systems. This course aligns with this role by providing practical knowledge in developing a metrics tracker in Google Sheets. Mastering this skill enables you to effectively track and assess software development progress, identify areas for improvement, and optimize processes to enhance software quality and efficiency.
Data Scientist
Data Scientist
Those aspiring to become Data Scientists may find this course beneficial. Data Scientists are responsible for collecting, analyzing, and interpreting data to extract insights that inform decision-making. This course aligns with this role by providing practical knowledge in developing a metrics tracker in Google Sheets. Mastering this skill enables you to effectively organize and analyze data, identify patterns, and present findings in a clear and actionable manner, contributing to informed decision-making processes within an organization.
Business Development Manager
Business Development Manager
For individuals interested in pursuing a career as a Business Development Manager, this course can be a valuable resource. Business Development Managers are responsible for identifying and developing new business opportunities. This course aligns with this role by providing practical knowledge in developing a metrics tracker in Google Sheets. Mastering this skill enables you to effectively track and assess sales pipeline performance, identify areas for improvement, and optimize strategies to achieve desired business development outcomes.
Consultant
Consultant
Those seeking a career as a Consultant may find this course relevant. Consultants provide professional advice and guidance to clients on various business issues. This course aligns with this role by providing practical knowledge in developing a metrics tracker in Google Sheets. Mastering this skill enables you to effectively track and assess project progress, identify areas for improvement, and optimize strategies to achieve desired consulting outcomes for your clients.
For more career information including salaries, visit:
OpenCourser.com/course/3j6lto/develop
Reading list
We've selected 12 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Develop Sales Account Management Plan in Google Sheets.
Provides a step-by-step framework for using data, technology, and inbound marketing to accelerate sales growth. It valuable resource for sales managers and executives who want to improve their sales performance.
Save
Provides a step-by-step framework for getting customers for your startup. It valuable resource for anyone who wants to launch or grow a successful business.
Provides a framework for building a predictable sales pipeline and closing more deals. It valuable resource for anyone who wants to improve their sales performance.
Provides a framework for having more effective sales conversations. It valuable resource for anyone who wants to improve their sales skills and close more deals.
Provides a framework for building and testing your business ideas quickly and cheaply. It valuable resource for anyone who wants to launch or grow a successful business.
Provides a framework for marketing and selling technology products to mainstream customers. It valuable resource for anyone who wants to launch or grow a successful technology business.
Provides a framework for understanding why large companies often fail to innovate. It valuable resource for anyone who wants to launch or grow a successful business in a rapidly changing industry.
Save
Provides a framework for developing and evaluating good strategies. It valuable resource for anyone who wants to improve their strategic thinking skills.
Provides a framework for understanding and dealing with uncertainty. It valuable resource for anyone who wants to make better decisions in a complex and uncertain world.
Save
Provides a framework for understanding how our minds make decisions. It valuable resource for anyone who wants to make better decisions in their personal and professional lives.
Provides a history of humankind from the beginning of time to the present day. It valuable resource for anyone who wants to understand the human condition and our place in the universe.
Provides a history of extinctions on Earth, and examines the threats facing the planet today. It valuable resource for anyone who wants to understand the importance of biodiversity and the impact of human activities on the environment.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/3j6lto/develop
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Time
2 hours
Via
Coursera
Institution
Coursera Project Network
Instructor
Dvija Maurer
Good to know
Explores account management action plan tracking strategies, which aligns with industry best practices
Suitable for those in account management and client relationship management seeking to enhance tracking capabilities
Taught by Dvija Maurer, an experienced instructor
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