
SALES & MARKETING 
WORKSHOP
Sales and Marketing Workshop Agenda:
Wednesday February 11, 2015
8:00am – Continental Breakfast
 • Goals&Objectives
 • Introductions
 • Videopresentation
8:30am-9:30am–TheBigSteps
 • Buildingyoursalesprocess
 • Wheretogetyourprocess–resources&help
 • PanelDiscussion
9:30am-10:30am–BenchmarkingPresentation
 • PanelDiscussion–“OurSellingProcess”
 • Howourrmsells–Q&A
 • Howmanagementmeasuressales
10:30am-10:45am–NetworkingBreak
10:45am-12:00pm–SalesWorkshop–EngineeredSelling
 I. TargetingGoodCustomers
 II. DiscoveringCustomerNeeds
 III. DevelopingCustomerSpecicValueProposition
 IV. UnrelentingSalesPlan
 V. DrivingAPipeline
 VI. Tuning
12:00pm-1:00pm–WorkingLunch:PresentedbyEpicor
 • Keepingtrackofpotentialaccounts
 • CRM–whatitisandwhyyouneedit
 • Spreadsheetsorsystemsfortrackingleads&relationship
1:00pm-2:00pm–BuyerScenariosPanel
2:00pm-2:15pm–Break
2:15pm-4:00pm–RoundtableofYourCaseStudies
 • Roundtablebreakoutswithinteractionfrompanelists
 • Groupdiscussion
4:00pm-4:30pm–ClosingRemarks/FinalQ&A-HomeworkAssignment
Hosted by Insight Lighting
4341 Fulcrum Way NE
Rio Rancho, NM  87144
Sponsored by: