Professional Course

Time and Territory Management Series

8 hours
Next course start
Start anytime See details
Self-paced Online
8 hours
Next course start
Start anytime See details
Self-paced Online
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Course description

Chart Learning Solutions

Time and Territory Management Series

Is your sales team making the most of their time when working within a defined territory? This must have course series will increase the productivity of your representatives by maximizing their time and planning activities for the highest payoffs, eliminating the chaotic “spray and pray” approach. Understand what it means to Plan, Implement, and Control sales in a specified territory. Understand the ability to create, execute, and control a defined territory plan while controlling marketing and sales efforts for the highest return of time invested. It’s also about controlling sales activities through the targeted planning and execution of activities that convert opportunities into new business. Understand how to prioritize your tasks more effectively according to the urgency and importance of the task at hand and discover ways to increase your efficiency. We will show you how you can control revenue generated from your area. 

Upcoming start dates

1 start date available

Start anytime

  • Self-paced Online
  • Online

Training content

We have six Time and Territory Management courses available in this series that focus on:

1. Sales Effectiveness

This course will ensure that you maximize your daily activities more effectively and take back control of your time. Understand the importance of setting a goal and why it is important to be proactive rather than reactive. Why is a mission statement important and what are the three elements of an effective mission statement? Prioritize your tasks more effectively according to the urgency and importance of the task at hand.

2. Sales Efficiency

Become more efficient in your daily routine with our 6 criteria for increased efficiency and understand how to apply each in your situation. Take the stress out of your work by streamlining your tasks and we will show you how to eliminate all the biggest time wasters in your work. Understand the 60 second test to assist with the filing and paperwork in your work area. You will feel like you get more done in half the time and increase your efficiency like you never thought possible.

3. Sales Scheduling SMART's

Learn how to make the most of your time by implementing guidelines that is smart, measurable, achievable, relevant and time based. With accurate goal setting, you will maximize your efficiency as well as your effectiveness and in doing so, learn how to record and track your progress throughout the duration of a specific task, or even merely throughout your normal routine day. You will be able to schedule recurring activities without having anxiety about where you’ll have to find the time.

4. PIC Territory Management: Plan

Territory management terminology Seven steps to creating a territory management plan Opportunity contact strategies How to determine your value per hour Gain more selling time with your opportunities Routing guidelines to maximize drive time.

5. PIC Territory Management: Implement

How habits limit success How to get your phone calls returned Locate and influence decision makers Screen test questions for quick qualifiers How to get a fast first "Yes” Exit strategies to advance the sale

6. PIC Territory Management: Control

Control thoughts for optimal performance Guidelines for streamlining and controlling paperwork Steps for getting more done with less effort Five myths of organizational control Tips for controlling file organization.

Each course averages 15 minutes to complete with a post assessment included for each course. The Application Activity forms will allow the participant to apply the learnings in their own scenario and environment.

Why choose Chart Learning Solutions?

Chart Learning Solutions strives to help organizations and individuals apply the skills in their professional development. This ensures that individuals perform at optimal levels of productivity. Our innovative hybrid learning methodology will:

  • Increase team and employee engagement
  • Provide employee accountability
  • Accelerate positive behavioural changes
  • Improve skill competencies and levels of professionalism
  • Promote positive cultural change

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Chart Learning Solutions
1120 Centre Pointe Drive, Suite 800
St. Paul MN 55120

Chart Learning Solutions

There's no denying that workplace demands are changing. It is essential that we develop, nurture, and continuously evolve our soft skills to make them the most valuable assets in our companies. Our purpose is to successfully change and enhance the...

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