Get this course

Sales Ops Training

Deal Ops 101


Description
Welcome to Deal Ops!

Please complete this course to learn more about your role and how to become a great specialist. This course is meant to complement shadowing sessions and hands-on practice.

If you have any questions, please reach out to your team.
Content
  • Product Knowledge
  • Product Knowledge
  • Product Knowledge
  • Tech Knowledge
  • Salesforce 101
  • Salesforce 101
  • Using the Quote Tool
  • Quote Tool Intro: Key Search
  • Quote Tool 101
  • Soft Skills
  • Soft Skills: Interacting with Reps & Case Management
  • Interacting with Reps & Case Management
  • Sample Orders
  • How to Place a Sample Order To a Residential Address
  • How to Place a Sample Order To A School or District
  • Quoting
  • What to Quote: First Year Implementations and Renewals
  • Quoting i-Ready Per Student Licenses
  • Quoting i-Ready Site Licenses
  • Quoting Toolbox
  • Frequent Discounts
  • Frequently Applied Discounts
  • Quoting Professional Learning (PL)
  • Professional Learning Rules and Requirements
  • Quoting Ready Supplemental
  • Quoting Legacy Products
  • Quoting Order Entries
  • Quoting Phonics for Reading 2025
  • Quoting Magnetic Reading Foundations (MRF Grades K-2)
  • Quoting Magnetic Reading Grades 3-5
  • Quoting i-Ready Classroom (RCL)
  • Quoting Ready Math as a Core
  • Pilots
  • Standard and Purchase Add-On Pilots
  • Pilots
Completion rules
  • All units must be completed
Back