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Business
IssuesClient had developed and needed to rollout a proprietary multi-media CDROM sales
presentation tool to 600 domestic and international sales people.
- The software vendor had provided only minimal software documentation and did not have
any training capability.
- The new tool required changing how to actually present to a client making the
presentation process both more dynamic and more complex. Needed to ensure the Field Sales
Force knew how and when to use this tool and how to create and deliver an effective
presentation utilizing multi-media technology.
Solution
- Worked with the Human Factors group and beta group of sales people to determine
the key areas for documentation and training.
- Discovered software training had to be combined with high-end presentation skills
training to ensure a smooth adoption by sales people unfamiliar with multi-media sales
tools.
- Included software usability factor evaluation, training curriculum development, and
creation of user guides and all class materials.
- Delivered on-site training to the companys domestic and international sales force
in 14 cities.
Benefits
- CDROM was launched in 14 cities in 4 weeks enabling the entire sales
force to use it for Q1 of the following year.
- Provided sales force with context on when and how to use this within their own sales
process i.e. not just software training but also how to embed it in their
own work process.
- Increased presentation skills ability across the country, insuring more professional and
consistent messaging with sales prospects.

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