What is the aim of this course?
This course will help you drastically improve your knowledge and skills in improving and developing sales and marketing through a series of practical cases. It is designed for people who want to become management consultants or business analysts or have to run and optimize sales and marketing on daily basis. In the course you will learn 3 things:
What is the aim of this course?
This course will help you drastically improve your knowledge and skills in improving and developing sales and marketing through a series of practical cases. It is designed for people who want to become management consultants or business analysts or have to run and optimize sales and marketing on daily basis. In the course you will learn 3 things:
How to understand the main challenges in sales and marketing
How to improve sales and marketing in order to increase margin and profit
Where to look for savings and improvements, how to calculate potential savings in Excel and implement them
This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail I have carried out or supervised over 90 different performance improvement projects in different industries that generated a total of 2 billion in additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors On top of that my courses on Udemy were already taken by more than 224 000 students including people working in EY, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.
I teach through case studies, so you will have a lot of lectures showing examples of analyses, and tools that we use. To every lecture, you will find attached (in additional resources) the Excels as well as additional presentations, and materials shown in the lectures so as a part of this course you will also get a library of ready-made analyses that can, with certain modifications, be applied by you or your team in your work.
Why have I decided to create this course?
Sales and marketing differ drastically in every company and it usually takes a management consultant a lot of time to learn and understand the business during a consulting project. By giving you exposure to real-life cases and analyses I want to improve your awareness and skills in analyzing complex sales and marketing analysis. Thanks to this course, you will know what and how to do during a consulting project devoted to the sales and marketing area.
To sum it up, I believe that if you want to build or to find improvements in any business you should master techniques related to analyzing and optimizing sales and marketing. That is why. I highly recommend this course not only to consultants or business analysts who have to advise their customers but also to owners, founders of businesses as well as sales managers, and directors.
In what way will you benefit from this course?
The course is a practical, step-by-step guide loaded with tons of analyses, tricks, and hints that will significantly improve the speed with which you find and analyze sales and marketing. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will learn:
How to understand sales and marketing in different business models
How to optimize it
Where to look for savings and improvements
How to calculate the impact of proposed changes in Excel
You can also ask me any question either through the discussion field or by messaging me directly.
How the course is organized?
The course is divided into the following sections:
Introduction. We begin with a little intro to the course as well as some general info on sales analysis.
FMCG. In the second section, I will discuss the main challenges in sales and marketing in FMCG. We will also go through a number of cases and business analyses devoted to sales and marketing in FMCG. Our cases will be from the cosmetics, and food industry and will show you how to analyze motivation/bonus systems, how to analyze the efficiency of salesforce, how to estimate potential growth in specific regions, and many more.
Retail. This section will discuss the main challenges in sales and marketing in Retail. We will also go through a number of cases and business analyses devoted to sales and marketing in Retail that will help you immensely during the consulting project.
B2B Services. In this section, I will discuss the main challenges in sales and marketing in B2B Services. We will also go through several cases and business analyses devoted to sales and marketing in B2B Services. We will go through many cases including consulting, analytical services, and aircraft maintenance.
B2C Services. In this section, I will discuss the main challenges in sales and marketing in B2B services. We will also go through a number of cases and business analyses devoted to sales and marketing in B2C Services. The case will be from a restaurant chain, a beauty salon chain, and others. I will show you how to check whether a new product introduction makes sense, how to increase profits by 10%, and other cases.
You will be able also to download many additional resources
Excels with analyses shown in the course
Presentation of slides shown in the course
Links to additional presentations and movies
Links to books worth reading
At the end of my course, students will be able to…
Analyze sales and marketing in different industries
Improve sales force efficiency
Increase profits by optimizing sales and marketing
Calculate in Excel the potential impact of proposed changes
Apply improvement techniques to other fields and industries
Improve sales in Retail
Who should take this course? Who should not?
Management Consultants and Business Analysts
Financial Controllers
Investment Analysts
Startup Founders
Project Managers
What will students need to know or do before starting this course?
Basic or intermediate Excel
Basic knowledge of economics
Basic or intermediate knowledge of finance & accounting
We begin with little intro into the course as well as some general info on production
A few words about your humble teacher
I will show you how the course is organized
Here I will show you what to do if a blurry image appears
Here I will show you how to find additional resources attached to the coruse like Excel files, presentations, links etc.
In this lecture I will show you what you can expect in this section. . In the second section I will discuss main challenges in sales and marketing in FMCG. We will also go through a number of cases and business analyses devoted to sales and marketing in FMCG. Our cases will be from cosmetics, food industry and will show you how to analyze motivation / bonus system, how to analyze the efficiency of sales force, how to estimate potential growth in specific regions and many more
FMCG sells mainly through retailers. Some go into independent distribution via own website and own stores. We will discuss all the options in this section
In this lecture I will show you what matters the most in marketing in this business model
There are number of challenges in the Sales and Marketing of FMCG. We will discuss them in this lecture briefly to give you a taste of what you can expect during a consulting project
The next few lectures will be cases that will give you insight and practical tips. Here I will show you what you can expect in next lectures.
Most producers/brand owners operate using many sales channels: wholesalers, own shops, e-commerce, marketplace, etc. It makes sense to check how profitability looks across channels and what can be done to improve the overall situation. I will show you how it can be done with a simple Excel analysis and a pivot table. I will also try to demonstrate what kind of conclusions can you draw and what should be your next steps, on the basis of the results you are getting from the analyses
Let’s have a look at milk producer that wants to expand its product range. In this case you will be asked to analyze and find the best candidates for brand expansions.
In this lecture I will show you how to solve the case shown in the previous lectures.
In this lecture I will show you how to solve the case shown in the previous lectures.
Here I will show you how to create a scatter plot
Let’s have a look at the sales force efficiency in Poland of a cosmetics producers. We will analyze the efficiency of sales force and look for ways to improve the margin
Here I show the example of analyses of a specific retail by chosen cohorts
In this lecture I will show you how to solve the case shown in the previous lectures.
In Retail you have space that you divide among different product groups. For every group you should calculate the total margin using sales density, % Gross Margin and space allocated to specific group. You have to analyze their performance and decide how to split the space. In this lecture I will show you the general concept
Motivation plan for sales people can be pretty complicated. I will show you some examples that we will analyze in the next lecture
Here I show an example of a product range analysis
Let’s have a cosmetics producer and see where is the potential for development. We will analyze the sales by regions and try to find how much more we can sell in each and every region.
We will now have a look at a company selling branded juice in Romania that has 2 type of sales force. I will show you how to analyze and calculate their motivation systems
In this lecture I will show you what you can expect in this section. I will discuss main challenges in sales and marketing in B2B Services. We will also go through a number of cases and business analyses devoted to sales and marketing in B2B Services. We will go through many cases including consulting, analytical services, aircraft maintenance.
Retail sell through its own stores. Yet they also have their online presence and try to sell via marketplaces
In this lecture I will show you what matters the most in marketing in this business model
There are number of challenges in the Sales and Marketing in Retail. We will discuss them in this lecture briefly to give you a taste of what you can expect during a consulting project
I this lecture I will show you what kind of cohorts / segments you can use to analyze a retailer. Later on I will show you some analyses of a specific retail by chosen cohorts
We will continue with the example from previous lecture. In this example of single store when we look at the sales and inventory level it is clear that there is too much stock. Let’s see what we can do about it
Store Check come in handy whenever you are talking about B2C physical products, services and retail. This methods gives you solid facts on which you can build your business
At some point you will start considering expansion. I will show you in this section how you can expand your retail business and how to decide what to do
Once your business model is right you will want to expand and grow. There are some options to do that and I will show them in this lecture
If you are present on specific market you want to know when you will reach a saturation market – the maximal number of shops that will not cause much cannibalization. I will show you how to approach this subject
We will now try to check in practice how to find saturation point for a retailer. In this lecture I will introduce the case that we will work with for the next few lectures. You will be asked to find the saturation for grocery store operating in Poland
In this lecture we solve previously introduced case.
As the e-commerce has been significant distribution channel traditional retailers were forced to transform into multichannel players (operating both in traditional stores, offline word as well as online business) Here I will show you the main challenges and how to tackle them
Creating an expansion strategy requires you to do a number of things. I will show you in this lecture how to approach this subject
In this lecture I will start the case study that we will be solving for the next few lectures. Imagine that you are a Spanish fashion retailer and you want to figure out which countries you should enter. Therefore, you prepare a ranking of countrires that show attractivness and the size of each and every market.
Let’s have a look at the main problems with multichannel
Imagine that you have a chain of physical stores and online stores. What pricing would you use? How you would come up with the right pricing?
In this lecture I show you the solution to the case you had to solve in the previous lecture
When you start building more stores you are bound to cause a lot of cannibalization. I will show you in this lecture how to approach this subject
When you start building on-line presence you are bound to cause a lot of cannibalization. I will show you in this lecture how to approach this subjec
Let’s have a look at an example of cannibalization
In this section I will discuss main challenges in sales and marketing in B2B Services. We will also go through a number of cases and business analyses devoted to sales and marketing in B2B Services. We will go through many cases including consulting, analytical services, aircraft maintenance
B2B Service firms use mainly its own sales force team. However, more and more options are available. We will this this subject in this lecture.
There are number of challenges in the Sales and Marketing in B2B Services. We will discuss them in this lecture briefly to give you a taste of what you can expect during a consulting project
There are many ways in which you can set the price for a consulting project. I will show you different methods in which you can set your price, what are the implications of each and one of them and when they can be used. I will also discuss the advantages and disadvantage of each and one of them.
Here I show you how to calculate the price and the profitability of a consulting project using fixed fee and times and material formula. You will get also template in Excel shown in the lecture as an attachment in additional resources
Here I show you how to analyze the profitability of sales channels in Consulting
Here we show to analyze the profitability of sales channels
In B2B Services since you have already a nice base you try to sell them more of your products. The best example are big 4 auditing companies. I will discuss the general preconditions for cross-selling and introduce the case we will be solving in next lectures
Quite often it makes sense to remove some of your customers. In this lecture I will discuss when you should do it and I we will do a short introduction to the case study
In this lecture I will show you how to solve the case shown in the previous lectures
Price formula in B2B services can drastically impact the margins and net profit. In this lecture, we will go through a case that will show you how to approach the analysis of price formula with uncertainty on the scenario that will happen.
In this section I will discuss main challenges in sales and marketing in B2B services. We will also go through a number of cases and business analyses devoted to sales and marketing in B2C Services. The case will be from restaurant chain, beauty salon chain and others. I will show you how to check whether new product introduction make sense, how to increase profits by 10% and other cases
In terms of sales and marketing B2C services are similar to Retail. We will briefly discuss the sales in B2C Services
There are number of challenges in the Sales and Marketing of B2C Services. We will discuss them in this lecture briefly to give you a taste of what you can expect during a consulting project. In this part I will discuss services performed at specialized place.
There are number of challenges in the Sales and Marketing of B2C Services. We will discuss them in this lecture briefly to give you a taste of what you can expect during a consulting project. In this part I will discuss services performed at customer place that require a person.
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