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Onboarding SM

Onboarding SM

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Responsible Evgeny Bashkatov
Last Update 03/10/2025
Completion Time 20 hours 26 minutes
Members 12
  • Introduction. Before you Start
    1Lessons · 5 min
    • Introduction - WELCOME
  • 2. Setting - Cold Calls
    45Lessons · 3 hr 35 min
    • 2.01 Diagramm of Cold Call and Discovery
    • 2.01 Sales Process
    • 2.01 Sales Process
    • 2.02 Setting is the first step
    • 2.03 Setting is short and precise
    • 2.04 Primary Goals
    • 2.05 Always use the pitch
    • 2.06 The pitch - lifetime - evolution - split test
    • 2.07 Use of the pitch is mandatory this a part of you KPIs
    • 2.08 Let the customer the possibility to know the best part of SINADRIVES
    • 2.09 Secondary Goals - Direct Email - direct phone - Responsibilities
    • 2.10 Customer is ready give you the data - Use the opportunity
    • 2.11 Pitch structure
    • 2.11a DE Phone Script
    • 2.11b ES Phone Script
    • 2.11c IT Phone Script
    • 2.11d EN Phone Script
    • 2.12 Audio of calls
    • 2.14 Excuses and Objections
    • 2.14d EN Excuses and Objections
    • 2.14d ES Excuses and Objections
    • 2.25 Quantity x Quality iqual Result
    • 2.26 What we track at the begging
    • 2.27 An Appointment with No Show iqual to Money Lost
    • 2.28 Next Step Do this question
    • 2.29 Send an Email and call again
    • 2.30 Be investigator Be Colombo
    • 2.31 Try to do first qualification of the company
    • 2.32 Winner Minset
    • 2.33 Positive energy
    • 2.34 No Go during the call
    • 2.40 Ringover - Odoo connexion
    • 2.41 Ringover Basic functions
    • 2.42 Ringover Tags options
    • 2.43 Ringover Summary of the call
    • 2.44 Ringover Quality of Call and Sounds
    • 2.50 Odoo Contacts - Note the topics of your conversation and name in the Customer file not in Indiv
    • 2.51 Odoo Contacts - Update information
    • 2.52 Odoo How to manage your calls
    • 2.53 Odoo Filters
    • 2.54 Odoo Filters 2
    • 2.55 Odoo Potential of the customers
    • 2.55 Potential P
    • 2.57 Odoo Everybody has an appointment
    • 2.58 Odoo Appointment is up to date
  • 3. Customer Avatar
    9Lessons · 19 min
    • 3.01 Customer Avatar
    • 3.01 Conditions for sell 1 - Needs for improvement
    • 3.02 Condicion for sell 2 - Machine Manufacturer
    • 3.03 Condition to sell 3 Correct Qualification of Lead
    • 3.04 Conditions to sell 4 - Talk to decision maker
    • 3.05 Condition to sell 5 - Evolution steps
    • 3.06 How to qualify customers on their web page
    • 3.07 Avatar
    • 3.08 24 hours
  • 4. Sales Manager Tasks
    38Lessons · 1 hr
    • 4.01 Sales Manager main tasks 1
    • 4.02 Feedback of the market
    • 4.03 Expectation we have of you
    • 4.04 If you are not good you fail
    • 4.05 You should understand what do you sale
    • 4.06 150 questions FAQ
    • 4.07 Customer should see that we are the expert
    • 4.08 Our Sales process and Order accumulation
    • 4.09 Long terms Mindset
    • 4.10 Late pleasure
    • 4.11 Why it is happening
    • 4.12 Find the Hot Deal
    • 4.13 Growing steps as a Sales manager
    • 4.14 Your Salary is the result of your performance
    • 4.15 Push the throttle
    • 4.16 Our expectation your main tasks
    • 4.17 Build a relationship with the customer
    • 4.18 Motivate the customer to take decision
    • 4.19 100 Wish List of customers
    • 4.20 Right customers and right projects
    • 4.21 Focus
    • 4.22 Process of Sales and Discovery
    • 4.23 Know your DM
    • 4.24 Create a emotional connection with DM
    • 4.25 Calls DM
    • 4.26 Visits in person DM
    • 4.27 Emails DM
    • 4.28 Exhibitions DM
    • 4.29 Contact data of DM
    • 4.30 More channels more trust
    • 4.31 Social Network DM LinkedIn 1
    • 4.32 Social Network DM LinkedIn 2
    • 4.33 Update contact info DM
    • 4.34 Technical question to DM
    • 4.35 Customers P3 and P4
    • 4.36 Quantity x Quality
    • 4.37 Onboarding is your responsibility
    • 4.38 Repeat this chapter every 3 months
  • Odoo
    13Lessons · 1 hr 18 min
    • 1. Odoo general
    • TEORÍA Y RESPONSABILIDADES ODOO
    • THEORY AND RESPONSIBILITIES OF ODOO
    • Odoo general
    • Odoo Calendar | Getting Started
    • Odoo Contactos
    • Contacts | Getting Started
    • Odoo Proyecto
    • Crear una oferta en Odoo
    • Odoo - Schedule a Video call
    • CRM Usage
    • Uso del CRM
    • Uso del CRM
  • Script
    3Lessons · 1 hr 30 min
    • Italiano: Phone Script Setter - SM
    • English: Phone Script Setter - SM
    • Excuses and Objections
  • Kick Off
    3Lessons · 12 min
    • Kick Off
    • Kick off ing
    • Kick Off Sales
  • Customers ABC
    2Lessons · 10 min
    • CLV - Sinadrives
    • Score Card - Sales
  • Sales Process
    5Lessons · 40 min
    • 1. Data Base Qualifying - Sales
    • 2. Follow up the prospect - Sales
    • 3. Potential for DD and Activities - Sales
    • 4. Offers and Follow up the offers - Sales
    • 5. Orders - Sales
  • Score Card Calculator
    1Lessons · 5 min
    • Score Card - Sales
  • Offers Managment
    1Lessons · 5 min
    • Plan 3000 - Sales
  • ZOOM
    1Lessons · 5 min
    • Zoom - Shedule meetings
  • Buzzer
    1Lessons · 30 min
    • Horror story
  • General Presentation
    1Lessons · 15 min
    • Template ppt Salesmeeting
  • Daily Work
    1Lessons · 5 min
    • Sales Meetings
  • Order Managment
    5Lessons · 30 min
    • Datos comerciales a pedir al cliente
    • Crear una oferta
    • Que hacer antes de enviar la oferta a cliente
    • Coherencia de los códigos de la oferta
    • Como gestiono el pedido de un cliente
  • Applications
    2Lessons · 10 min
    • Timenet
    • Ringover
  • Discovery presentation
    3Lessons · 8 hr 10 min
    • POTENZIALE ANALISI_24.01_SINADRIVES (1)
    • POTENZIALANALYSE_24.01_SINADRIVES (1)
    • POTENTIAL ANALISYS_24.01_SINADRIVES (1)
  • Marketing
    2Lessons · 35 min
    • Leads Source - Marketing
    • Lead Forensics basic user guide
  • Organizational stuff
    1Lessons · 5 min
    • Pedir facturas
  • Ledger Value
    1Lessons · 5 min
    • Ledger Value - Sales
  • CLV
    1Lessons · 5 min
    • CLV - Sales
  • Standard Catalog
    1Lessons · 20 min
    • Standard - Sales
  • Weekly report
    3Lessons · 19 min
    • Weekly report-Name-WeekXX
    • Weekly report
    • Excel sheet control
  • Dress code
    2Lessons · 11 min
    • Dress code
    • Dress code
  • Buzzer
    1Lessons · 2 min
    • Video Buzzer Install