Engagement Manager Process + Practice

Kurs 4 von 17 in Agreement Cloud Expert |Engagement Manager Bronze

In this course, you will review Engagement Manager processes and best practices to enhance your customer engagements.

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Über diesen Kurs

 

OVERVIEW: 

Welcome to our course focused on Engagement Management Process & Practice. In this course, you will dive into some beat practices on key Engagement Management activities. You will cover lessons on the following: 

  • Pitching Services 
  • Scoping Services 
  • Estimating Services 
  • Writing SOWs 
  • Creating a Quote 
  • Managing NRR Pipeline
  • Resource Management 
  • Know your Rules of Engagement 
  • Sales to Services Handoff 

Studienplan7 Std. 45 Min.

  • Introduction 0 Std. 5 Min.
  • Month 1: Pitching Services
  • Pitching Services 1 Std. 0 Min.
  • Month 1: Know Your Rules of Engagement
  • Know your Rules of Engagement : Partnering with RevOps 0 Std. 10 Min.
  • Know your Rules of Engagement: Partnering with Legal 0 Std. 10 Min.
  • Month 1: Sales to Services Handoff
  • Sales to Services Handoffs 0 Std. 20 Min.
  • Month 1: Scoping Services
  • EM: Scoping Services 1 Std. 0 Min.
  • Month 1: Estimating Services
  • EM: Estimating Services 1 Std. 0 Min.
  • Month 2: Writing SOWs
  • EM: Writing SOWs 1 Std. 0 Min.
  • Month 2: Creating a Quote
  • EM: Creating a Quote 1 Std. 0 Min.
  • Month 2: Managing NRR Pipeline
  • EM: Managing NRR Pipeline 1 Std. 0 Min.
  • Month 2: Resource Management
  • EM: Resource Management 1 Std. 0 Min.

Über diesen Kurs

 

OVERVIEW: 

Welcome to our course focused on Engagement Management Process & Practice. In this course, you will dive into some beat practices on key Engagement Management activities. You will cover lessons on the following: 

  • Pitching Services 
  • Scoping Services 
  • Estimating Services 
  • Writing SOWs 
  • Creating a Quote 
  • Managing NRR Pipeline
  • Resource Management 
  • Know your Rules of Engagement 
  • Sales to Services Handoff 

Studienplan7 Std. 45 Min.

  • Introduction 0 Std. 5 Min.
  • Month 1: Pitching Services
  • Pitching Services 1 Std. 0 Min.
  • Month 1: Know Your Rules of Engagement
  • Know your Rules of Engagement : Partnering with RevOps 0 Std. 10 Min.
  • Know your Rules of Engagement: Partnering with Legal 0 Std. 10 Min.
  • Month 1: Sales to Services Handoff
  • Sales to Services Handoffs 0 Std. 20 Min.
  • Month 1: Scoping Services
  • EM: Scoping Services 1 Std. 0 Min.
  • Month 1: Estimating Services
  • EM: Estimating Services 1 Std. 0 Min.
  • Month 2: Writing SOWs
  • EM: Writing SOWs 1 Std. 0 Min.
  • Month 2: Creating a Quote
  • EM: Creating a Quote 1 Std. 0 Min.
  • Month 2: Managing NRR Pipeline
  • EM: Managing NRR Pipeline 1 Std. 0 Min.
  • Month 2: Resource Management
  • EM: Resource Management 1 Std. 0 Min.