Terminus Academy - Partners

course
Getting Started with Sales Experiences
Getting Started with Sales Experiences
Getting Started with Sales Experiences

About the Course

Additional Details:

In this course, we’ll introduce you to several of our Sales Experiences features, and discuss some practical applications for using these features to strengthen marketing & sales alignment. We'll cover:

  • Introduction to Engagement Models & Spike Reports
  • How to Create Sales Alerts Using Terminus Engagements for Salesforce (formerly Sales Insights)
  • How to Use Account Insights for Prospecting & Deal Forecasting

Objectives:

This course is designed to provide introductory product tutorials for Terminus's Sales Experiences product suite. At the end of this course, learners should be able to pass a simple knowledge check exam.

Course Categories

Partner
New Hire Onboarding
Customers
Sales Experiences
Course Progress
Not started
Enroll
Course Outline
  1. Engagement Models & Spike Reports
    1. Introduction to Engagement Models and Spike Reports
    2. Video: Engagement Models & Spike Reports Tutorial
  2. Terminus Engagements
    1. Introduction to Terminus Engagements
    2. Video: Creating Sales Alerts Using Terminus Engagements
  3. Account Insights
    1. Introduction to Account Insights
    2. Video: Using Account Insights for Prospecting & Deal Forecasting
  4. Test Your Knowledge
    1. Sales Experiences Quiz
course
Getting Started with Sales Experiences
Getting Started with Sales Experiences
Course Progress
Not started
Enroll

About the Course

Additional Details:

In this course, we’ll introduce you to several of our Sales Experiences features, and discuss some practical applications for using these features to strengthen marketing & sales alignment. We'll cover:

  • Introduction to Engagement Models & Spike Reports
  • How to Create Sales Alerts Using Terminus Engagements for Salesforce (formerly Sales Insights)
  • How to Use Account Insights for Prospecting & Deal Forecasting

Objectives:

This course is designed to provide introductory product tutorials for Terminus's Sales Experiences product suite. At the end of this course, learners should be able to pass a simple knowledge check exam.

Course Outline
  1. Engagement Models & Spike Reports
    1. Introduction to Engagement Models and Spike Reports
    2. Video: Engagement Models & Spike Reports Tutorial
  2. Terminus Engagements
    1. Introduction to Terminus Engagements
    2. Video: Creating Sales Alerts Using Terminus Engagements
  3. Account Insights
    1. Introduction to Account Insights
    2. Video: Using Account Insights for Prospecting & Deal Forecasting
  4. Test Your Knowledge
    1. Sales Experiences Quiz

Course Categories

Partner
New Hire Onboarding
Customers
Sales Experiences