Portfolio Management
Last Updated 03/2024
English
Export to your LMS
Full Lifetime Access
Self-Paced
Finish in
25 mins!
Finish in
25 mins!
Made for for
Employees
and
Supervisors
Employees
and
Supervisors
No Certificate
Provided
Provided
Mobile -
Friendly
Access
Friendly
Access
What you'll learn
You will learn how a portfolio, or territory, growth plan differs from an account plan or an opportunity plan, and how to examine and assess the potential of the companies in your territory. This will enable you to prioritize the ones on which to focus your attention and create action plans that increase sales.
Skills covered in this course
Description
Your portfolio, or territory, is like your own business. It grows when you manage it well. But how do you do that? In this course, you'll learn how to develop an effective portfolio plan that will help you reach your goals while making the best use of your time and energy.
Table of Contents
Portfolio Planning Basics: What is a portfolio, who uses one, and how does portfolio management differ from account and opportunity management?
Planning Your Way to Success: How a salesperson's portfolio plan supports a growth mindset and fit into the company's larger strategic plan.
Planning For Action: A realistic game walks you through the steps of making an effective portfolio plan.
Author
We’re an experienced group of sales and marketing leaders, and education and coaching stalwarts. We’ve all held senior positions at global corporations, or rolled up our sleeves to turn start-ups into successful international businesses, and in many cases we’ve done both.
Portfolio Management
Portfolio Management 1 - Portfolio Planning Basics
What is a portfolio, who uses one, and how does portfolio management differ from account and opportunity management?
Portfolio Management 2 - Planning Your Way to Success
How a salesperson's portfolio plan supports a growth mindset and fit into the company's larger strategic plan.
Portfolio Management 3 - Planning for Action
A realistic game walks you through the steps of making an effective portfolio plan.
Frequently Asked Questions
This course is designed for employees and supervisors who need to complete Portfolio Management training
Yes. This course is designed to meet applicable federal requirements and commonly mandated state standards. Always confirm specific state or industry requirements with your local regulations.
The course takes approximately 25 minutes to complete and can be paused and resumed at any time.
No. This course does not include a certificate of completion.
Yes. You can assign this course to individuals or groups using Coggno’s LMS, or purchase multiple seats for your team.
Yes. This course can be exported for delivery in most learning management systems (SCORM compatible).
Yes. The course is fully self-paced and available 24/7.
Yes. This course includes a knowledge check to reinforce learning and verify completion.
Learners have lifetime access from the date of purchase.
Yes. A preview is available so you can review the course format and content before purchasing.
Yes. Content is reviewed and updated as regulations and best practices change.
Yes. This course is available for free with an active Prime Subscription.
Yes. Refund requests can be submitted within 30 days of purchase.
