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Michael F. Walsh, Ph.D., Suzanne C. Bal, and Emily C. Tanner, Ph.D.

The first course in the Sales Operations/Management Specialization, Account Management & Salesforce Design aims to introduce learners to a variety of sales methods. Students will gain knowledge on steps in strategic planning and sales management, responsibilities of a sales manager, kinds of sales operations, a recap of the personal selling process, and the concept of a buying center.

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What's inside

Syllabus

Introduction and Overview
This module provides an overview of the key instructors for the specialization and an overview of this course as well as the other courses that make up this specialization.
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Can be taken alone or as the first in a series of three courses
Suitable for learners of all experience levels
Introduces students to fundamental sales strategies and methodologies
Provides insights into the role and responsibilities of a sales manager
Taught by professors with experience in sales and account management

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Reviews summary

Foundational concepts in sales management

According to learners, this course offers a positive and clear introduction to key concepts in sales management and account management. Students found the lectures to be well-structured and the instructors knowledgeable. While it provides a solid foundational understanding of strategic planning, sales operations, and the buying center concept, some reviewers suggested it could be more practical and up-to-date with modern sales technologies.
Pace feels quick for some, basic for others.
"The course moves quite fast, especially if you are new to the concepts."
"As someone with some sales background, this felt like a good refresher but basic."
"Wish there was more in-depth discussion on certain topics."
"It's a quick overview rather than a deep dive."
Mixed views on real-world relevance.
"Some concepts felt a bit theoretical and less immediately applicable."
"I could instantly apply some of the strategies discussed to my job."
"Could use more examples of how these principles work in modern sales roles."
"While foundational, it didn't cover current tools like CRM extensively."
Instructors are experts in their field.
"The instructors clearly have deep knowledge of sales management."
"Their real-world insights added significant value to the lectures."
"The teaching style was engaging and easy to learn from."
"I appreciated learning from experienced professionals."
Offers a strong base in core sales principles.
"This course gave me a solid foundation in account management and sales force basics."
"It covers the essential concepts needed to understand sales operations."
"I gained a good grasp of strategic planning within a sales context."
"Great for understanding the fundamental principles of the buying center."
The course structure and explanations are clear.
"The modules are logically organized and easy to follow."
"I found the explanations of complex topics to be very clear and concise."
"The course provides a well-structured overview of the subject matter."
"Everything is broken down nicely and easy to digest."

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 Account Management & Sales Force Design with these activities:
Read 'The Sales Acceleration Formula'
Gain insights into effective sales techniques and strategies by reading and understanding the concepts presented in 'The Sales Acceleration Formula'.
Show steps
  • Read and Comprehend Key Chapters
  • Highlight and Note Important Concepts
  • Summarize and Reflect on Key Insights
Engage in Class Discussions
Enhance your understanding of course concepts and perspectives by actively participating in class discussions and engaging with peers.
Show steps
  • Prepare for Discussions by Reviewing Materials
  • Contribute Thoughtful Comments and Questions
  • Listen Actively and Engage with Others
Practice Inside Sales Techniques
Master various techniques for effective inside sales through repetitive practicing and exercises.
Show steps
  • Identify Common Challenges in Inside Sales
  • Role-play Different Sales Scenarios
  • Analyze and Refine Sales Pitches
Five other activities
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Show all eight activities
Improve Personal Selling Skills
Enhance your ability to build rapport, identify customer needs, and persuade clients through targeted practice and skill development exercises.
Show steps
  • Practice Active Listening and Communication
  • Role-play Sales Presentations and Negotiations
  • Analyze and Refine Sales Techniques
Develop a Sales Plan
Apply your understanding of sales management and strategic planning to create a comprehensive plan that outlines your sales goals, strategies, and execution tactics.
Browse courses on Strategic Planning
Show steps
  • Define Sales Objectives and Goals
  • Analyze Market and Identify Target Audience
  • Develop Sales Strategies and Tactics
  • Outline Implementation Plan and Metrics
Organize Course Materials for Review
Improve your understanding and retention of course materials by organizing and reviewing your notes, assignments, and other resources.
Show steps
  • Gather and Sort Course Materials
  • Create a Study Plan and Schedule
  • Review Materials Regularly
Analyze a Real-World Sales Case Study
Deepen your understanding of sales concepts and their practical applications by analyzing a real-world case study and identifying key strategies and challenges.
Browse courses on Sales Management
Show steps
  • Select a Relevant Case Study
  • Analyze Sales Strategies and Outcomes
  • Identify Challenges and Opportunities
  • Develop Recommendations and Insights
Attend a Sales Training Workshop
Enhance your practical skills and knowledge by attending a sales training workshop that covers relevant topics and provides hands-on practice.
Browse courses on Sales Techniques
Show steps
  • Identify and Register for a Suitable Workshop
  • Attend the Workshop and Participate Actively
  • Apply Learned Techniques in Real-World Situations

Career center

Learners who complete Account Management & Sales Force Design will develop knowledge and skills that may be useful to these careers:
Sales Manager
Sales Managers are responsible for leading, developing, and motivating their sales teams to achieve revenue goals. This course provides a solid foundation for understanding the responsibilities of a Sales Manager, including strategic planning, sales management, and the personal selling process. By learning the key concepts and skills covered in this course, individuals can enhance their ability to succeed in this role.
Account Manager
Account Managers are responsible for managing and developing relationships with key accounts. This course provides a comprehensive overview of the key concepts and skills required for success in this role, including strategic planning, sales management, and the buying center. By gaining a deep understanding of these areas, individuals can effectively manage accounts and drive revenue growth.
Business Development Manager
Business Development Managers are responsible for identifying and developing new business opportunities. This course provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the personal selling process. By gaining a comprehensive understanding of these areas, individuals can effectively identify and pursue new business opportunities.
Sales Operations Manager
Sales Operations Managers are responsible for optimizing sales processes and systems. This course provides a comprehensive overview of the key concepts and skills required for success in this role, including strategic planning, sales management, and the buying center. By gaining a deep understanding of these areas, individuals can effectively manage sales operations and improve efficiency.
Salesforce Administrator
Salesforce Administrators are responsible for implementing, customizing, and maintaining Salesforce CRM systems. This course provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the buying center. By gaining a comprehensive understanding of these areas, individuals can effectively manage Salesforce systems and support sales teams.
Marketing Manager
Marketing Managers are responsible for developing and executing marketing campaigns. This course provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the buying center. By gaining a comprehensive understanding of these areas, individuals can effectively develop and execute marketing campaigns that drive revenue growth.
Product Manager
Product Managers are responsible for developing and managing products. This course provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the buying center. By gaining a comprehensive understanding of these areas, individuals can effectively develop and manage products that meet customer needs and drive revenue growth.
Customer Success Manager
Customer Success Managers are responsible for ensuring customer satisfaction and retention. This course provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the buying center. By gaining a comprehensive understanding of these areas, individuals can effectively manage customer relationships and drive customer success.
Sales Engineer
Sales Engineers provide technical expertise and support to sales teams. This course provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the buying center. By gaining a comprehensive understanding of these areas, individuals can effectively support sales teams and drive revenue growth.
Business Analyst
Business Analysts are responsible for analyzing business processes and identifying opportunities for improvement. This course provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the buying center. By gaining a comprehensive understanding of these areas, individuals can effectively analyze business processes and drive operational efficiency.
Consultant
Consultants provide professional advice and guidance to businesses. This course may be useful for individuals interested in pursuing a career as a Consultant, as it provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the buying center. By gaining a comprehensive understanding of these areas, individuals can effectively provide advice and guidance to businesses and drive business success.
Entrepreneur
Entrepreneurs start and operate their own businesses. This course may be useful for individuals interested in pursuing a career as an Entrepreneur, as it provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the buying center. By gaining a comprehensive understanding of these areas, individuals can effectively start and operate their own businesses and achieve success.
Financial Analyst
Financial Analysts analyze financial data and make recommendations for investment. This course may be useful for individuals interested in pursuing a career as a Financial Analyst, as it provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the buying center. By gaining a comprehensive understanding of these areas, individuals can effectively analyze financial data and make sound investment recommendations.
Human Resources Manager
Human Resources Managers are responsible for managing the human resources function within an organization. This course may be useful for individuals interested in pursuing a career as a Human Resources Manager, as it provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the buying center. By gaining a comprehensive understanding of these areas, individuals can effectively manage human resources and drive organizational success.
Operations Manager
Operations Managers are responsible for managing the day-to-day operations of an organization. This course may be useful for individuals interested in pursuing a career as an Operations Manager, as it provides a solid foundation for understanding the key concepts and skills required for this role, including strategic planning, sales management, and the buying center. By gaining a comprehensive understanding of these areas, individuals can effectively manage operations and drive organizational efficiency.

Reading list

We've selected 13 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 Account Management & Sales Force Design.
This comprehensive guide to strategic sales management offers insights into the key steps involved in strategic planning, sales management, and the responsibilities of a sales manager. It provides a valuable supplement to the course's coverage of strategic planning and sales management.
This textbook provides a thorough overview of sales management, covering topics such as sales operations, the personal selling process, and the concept of buying centers. It serves as an excellent reference for the course's exploration of these topics.
This influential book provides a framework for understanding the different types of sales representatives and how they can effectively engage with customers. It offers valuable insights into the course's exploration of the sales process and buying centers.
This fieldbook provides practical guidance on using the SPIN (Situation, Problem, Implication, Need-payoff) method to qualify prospects and close deals. It serves as a valuable reference for the course's coverage of the personal selling process.
Provides a data-driven approach to sales acceleration, offering insights into how to use technology and inbound selling techniques to improve sales performance. It adds depth to the course's coverage of sales operations and sales management.
Provides a proven framework for building a predictable and scalable sales machine. It offers valuable insights into the course's coverage of sales operations and sales management.
This best-selling book provides 12 key strategies for building a successful sales organization. It offers practical guidance that complements the course's coverage of sales management and sales force design.
Identifies and describes the 25 habits that distinguish highly successful salespeople. It offers practical tips that complement the course's coverage of the personal selling process and sales management.
Emphasizes the importance of emotional intelligence in sales success. It provides valuable insights that complement the course's coverage of the personal selling process and sales management.
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Provides a comprehensive guide to prospecting, offering practical techniques for generating leads and sales. It serves as a valuable resource for the course's coverage of sales operations and sales management.
Provides practical guidance for sales managers, offering proven strategies for leading and managing a successful sales team. It complements the course's coverage of sales management and sales force design.

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