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Andrae Washington, Loren Crundwell, Rachel Gasparini, Moise Moodie, Trailhead, and Marcos Serna

This is Course 3 in the Salesforce Sales Development Representative Professional Certificate. In order to successfully complete the course, please ensure you have taken Course 1: Groundwork for Success in Sales Development and Course 2: Foundations for Interviewing with Confidence.

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This is Course 3 in the Salesforce Sales Development Representative Professional Certificate. In order to successfully complete the course, please ensure you have taken Course 1: Groundwork for Success in Sales Development and Course 2: Foundations for Interviewing with Confidence.

This course will dive into the 8 principles of SV Academy’s Conversational Selling Methodology, which will optimize you for success. You’ll be able to integrate these principles not only in the real world, but in your career. Additionally, you’ll be taught SV Academy’s unique approach to objection handling and framework for high-quality prospecting.

Course 3 in the Sales Development Representative (SDR) Professional Certificate will give you the necessary skills to launch a career in the non-technical side of the tech industry.

By the end of the course, you will be able to:

- Understand the process of asking strategic questions, establishing trust, identifying pain points and proposing value in efforts to closing a sale

- Identify and empathize with your Ideal Customer Profile (ICP) and target persona to build a high-quality lead list, efficiently qualify prospects, and leverage data to drive activity

- Investigate various outreach channels and generate a call script incorporating Conversational Selling strategies

- Develop a foundation for emotional intelligence in a sales context and generate an empathetic email

- Generate a multi-channel sales strategy to outreach prospects via phone, email, video, and social media

To be successful in this course, you should have:

- An ability to communicate in verbal and written form in a way that is accessible and understandable by a general audience (you don’t need to be formal or refined)

- Baseline computer literacy (you must be able to use a word processor, web search, and email)

- Familiarity with social media, including LinkedIn

- Ability and willingness to learn new technology tools

- Motivation to grow personally and professionally

- Hunger for feedback and coaching

- Successfully completed the previous courses in this training

Enroll now

What's inside

Syllabus

Learn the Conversational Selling Methodology
Discover the Conversational Selling Methodology, SV Academy's proven sales technique for top-performing salespeople.
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Generate Leads and Narrow Your Prospect List
Uncover concrete strategies for better understanding your customer through research and data.
Apply Conversational Selling Across Multiple Channels
Explore the role of multiple channels in a winning outreach strategy.
Get Results with Emotional Intelligence
Develop Emotional Intelligence (EQ) to achieve personal and professional success.
Design a Multi-Channel Outreach Approach
Learn how to create a multi-channel sales strategy to outreach prospects and cut through the noise.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Suitable for individuals pursuing a career in the sales industry
Prepares learners for a role in the non-technical sector of the tech industry
Taught by instructors with industry experience
Requires prior completion of two prerequisite courses

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Reviews summary

Well received sales course for sdrs

Learners say that Conversational Selling Playbook for SDRs is a great course for Sales Development Representatives. Students appreciate the engaging assignments and helpful insights they've gained from the course. Many students remark on how well-structured this course is, though a few students have complained that the peer review process could use improvement.
Many learners recommend this course.
"great"
"THANK YOU"
"Great insight."
"Great as whole course for SDR."
"Magnificent course for Sales Devlopment"
"The best part of the course, a revelation compared to my previous sales experience. "
"The best course in the Sales, Understanding the empathy . Helps a lot when working in a startup. "
"The curriculum was informative and I thought to be at least as good and better than my experience of online learning at the local community college."
Some students have complained about the peer review system.
"Peer review system is not well regulated. Needs to be improved. "

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 Conversational Selling Playbook for SDRs with these activities:
Identify a sales professional as your mentor
Establish a valuable connection with an experienced professional who can guide your sales development journey
Show steps
  • Network with industry professionals at events or through LinkedIn
  • Reach out to potential mentors and express your interest
  • Build a mutually beneficial mentoring relationship
Review sales and marketing principles
Reinforce your understanding of key sales and marketing concepts to prepare for the course
Show steps
  • Read textbook chapters or articles on sales techniques and marketing strategies
  • Summarize key concepts in your own words
  • Create a mind map connecting sales and marketing principles
Explore Outreach Strategies
Expand your knowledge of outreach strategies by exploring online tutorials and resources.
Browse courses on Prospecting
Show steps
  • Research different outreach channels, such as phone, email, social media, and video.
  • Follow online tutorials or webinars to learn best practices for each channel.
  • Experiment with different outreach techniques to find what works best for you.
Seven other activities
Expand to see all activities and additional details
Show all ten activities
Develop an Ideal Customer Profile
Deepen your understanding of your target audience by creating a detailed Ideal Customer Profile.
Show steps
  • Analyze industry research, market data, and customer feedback.
  • Identify key demographics, psychographics, and behaviors of your target persona.
  • Create a written or visual representation of your Ideal Customer Profile.
Pursue online courses or certifications in sales
Supplement your course learning with additional resources and structured guidance to enhance your knowledge and skills
Show steps
  • Research and identify reputable online courses or certification programs
  • Enroll in courses that align with your learning goals
  • Complete assignments, participate in discussions, and actively engage in the learning process
Practice Conversational Selling
Reinforce the principles of SV Academy's Conversational Selling Methodology through repeated practice.
Browse courses on Sales Techniques
Show steps
  • Identify a real-life sales scenario or role-play with a partner.
  • Practice applying the 8 principles of Conversational Selling.
  • Record and review your practice sessions to identify areas for improvement.
Conduct mock sales calls
Apply the Conversational Selling Methodology in real-world scenarios to improve your presentation and negotiation skills
Show steps
  • Develop a list of common sales objections and responses
  • Practice role-playing sales calls with a peer or colleague
  • Record and review your calls for improvement
  • Seek feedback from a mentor or sales professional
Develop a sales pitch presentation
Consolidate your understanding of the sales process by crafting a comprehensive sales pitch that incorporates the principles you've learned
Show steps
  • Research your target audience and their needs
  • Outline the key benefits and value propositions of your product or service
  • Design slides and prepare a compelling presentation
  • Practice delivering your pitch and gather feedback
Mentor junior sales professionals
Solidify your knowledge by sharing your insights with others, providing guidance, and facilitating their sales development
Show steps
  • Identify individuals who could benefit from your mentorship
  • Establish regular mentoring sessions
  • Share your experiences, best practices, and industry knowledge
  • Provide constructive feedback and support
Participate in sales competitions or hackathons
Challenge yourself and demonstrate your skills in a competitive environment, fostering innovation and practical knowledge application
Show steps
  • Identify relevant competitions or hackathons
  • Form a team or work individually
  • Develop a solution or sales strategy
  • Present your ideas and compete for recognition

Career center

Learners who complete Conversational Selling Playbook for SDRs will develop knowledge and skills that may be useful to these careers:
Sales Executive
The Conversational Selling Methodology is essential for Sales Executives who want to build strong relationships with customers and close deals. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Account Manager
The Conversational Selling Methodology is a proven sales technique for top-performing Account Managers. It can help you build strong relationships with customers, understand their needs, and close deals more effectively. This course will give you the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Business Development Manager
The Conversational Selling Methodology can help Business Development Managers generate leads and build relationships with potential customers. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Sales Manager
The Conversational Selling Methodology is a valuable tool for Sales Managers who want to improve their team's performance. This course will help you develop the skills you need to coach your team on the Conversational Selling Methodology and create a sales culture that is focused on building strong relationships with customers. You'll also learn how to develop a multi-channel sales strategy to reach your target audience.
Customer Success Manager
The Conversational Selling Methodology can help Customer Success Managers build strong relationships with customers and ensure their satisfaction. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Marketing Manager
The Conversational Selling Methodology can help Marketing Managers generate leads and build relationships with potential customers. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Consultant
The Conversational Selling Methodology can help Consultants build strong relationships with clients and provide them with valuable advice. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Product Manager
The Conversational Selling Methodology can help Product Managers understand the needs of their customers and develop products that meet those needs. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Entrepreneur
The Conversational Selling Methodology can help Entrepreneurs build relationships with customers and investors. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Freelance Writer
The Conversational Selling Methodology can help Freelance Writers build relationships with clients and find new work. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Public Relations Specialist
The Conversational Selling Methodology can help Public Relations Specialists build relationships with journalists and media outlets. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Financial Advisor
The Conversational Selling Methodology may be helpful for Financial Advisors who want to build relationships with clients and manage their investments. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Real Estate Agent
The Conversational Selling Methodology may be helpful for Real Estate Agents who want to build relationships with clients and sell properties. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Recruiter
The Conversational Selling Methodology may be helpful for Recruiters who want to build relationships with candidates and clients. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.
Event Planner
The Conversational Selling Methodology may be helpful for Event Planners who want to build relationships with clients and vendors. This course will help you develop the skills you need to identify and empathize with your Ideal Customer Profile (ICP) and target persona, generate a high-quality lead list, and efficiently qualify prospects. You'll also learn how to develop a multi-channel sales strategy to outreach prospects via phone, email, video, and social media.

Reading list

We've selected 15 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 Conversational Selling Playbook for SDRs.
Sales EQ is written by a top sales professional and author, specifically on the topic of emotional intelligence as it pertains to sales. As one of the learning objectives of the course is to develop emotional intelligence in the context of sales, this book would be great to supplement this skill set.
Provides a structured approach to sales conversations that can help SDRs build rapport, identify customer needs, and close deals effectively. It is particularly useful for understanding the principles of questioning and uncovering pain points.
Predictable Revenue 'classic sales playbook that provides in-depth insights into the sales process, from lead generation to close.' good reference tool for understanding the process of closing a sale and would supplement this course well.
Emphasizes the importance of challenging customers' assumptions and providing insights that differentiate SDRs from their competitors. It valuable resource for developing a consultative approach to sales.
The Ultimate Sales Machine is geared towards increasing sales in any organization, particularly those with sales teams. can assist sales teams and their leaders in identifying key areas for improvement.
Explores the psychological aspects of sales, providing insights into how to build trust, handle objections, and close deals. It valuable resource for SDRs who want to improve their communication and persuasion skills.
Emotional Intelligence provides insights into the importance of emotional intelligence and how to develop this skill. would be a valuable resource for anyone looking to improve their emotional intelligence and build stronger relationships with customers.
Influence provides insights into the psychology of persuasion and how to use these insights to influence others. would be a valuable resource for anyone looking to improve their ability to build rapport and persuade customers.
The Psychology of Selling provides insights into the psychology of buyers and how to use this knowledge to close more deals. would be a valuable resource for anyone looking to improve their understanding of buyer behavior and close more deals.
The Power of Habit provides insights into the science of habit formation and how to use this knowledge to change our behavior. would be a valuable resource for anyone looking to develop good sales habits and break bad sales habits.
The Ultimate Sales Letter provides a step-by-step guide to writing effective sales letters. would be a valuable resource for anyone looking to improve their sales writing skills and close more deals.

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