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Sales Training Guidelines

Content Guidelines

These are the 5 main points your training should provide to enable our sales team in understanding where your product fits in with their customers.

We’ve included some additional points to help get you started.

 1. Brief overview of product line.
a. Keep it broad with key features.
b. Product certification requirements.
c. How does it compare to competing products?

2. In what marketplaces are there opportunities for this product?
a. Who is buying your product?
b. What is the product being used for?
c. What workflows does this product support?
d. Complementary products.

3. Key questions to ask that help identify an opportunity.

4. What does our partnership with you look like?
a. Who does our sales team reach out to?
b. Do you provide leads?
c. Do you have a deal registration process?
d. Are there any accounts we can’t sell to?
e. Demo Support: Who do we engage to facilitate a demo onsite or online?

5. Share some case studies.
a. Share details of the install.
b. Why did the client buy they product?
c. How are they using it?
d. What pain points did it solve?

Training Dates and Times

Sales Trainings are 45 minutes long on Tuesdays and Thursdays, starting at 7:15am PST or 11:00am PST. There are no trainings during the last week of the month or during major holidays when the offices are closed.

To see what dates are available, please submit the form below to gain access to the training calendar.

If you need to do a training on a different day or time, please submit the form below and email [email protected] for an alternative training time.

Please note that this is a request for a sales training. To ensure a smooth process, kindly upload the slide deck intended for the training session for JB&A to review, and then select the day your team will be available to do the training.

The training will only be scheduled once all requirements have been met, including:

          • JB&A approval of the request.
          • JB&A approval of the training content. (Approval of the training content will be contingent upon adherence to the Training Content Guidelines as outlined above.)