Sales Training 101: Curriculum

They key to selling Kurtosys is a complete understanding of our product, industry, value proposition, and our sales process. This curriculum provides a structure for self-study to allow a new or existing sales person to build up this knowledge.

  • Industry
    • Our Clients
      • Mutual Funds
        • North America
        • Europe
      • Alternative Managers
      • Wealth Managers
    • Personas
      • Marketing: CMO / Head of Marketing / associated reports
      • Client Reporting: Head of Client reporting / associated reports
      • Technology: CTO / associated reports
      • Distribution: CRO / Head of Distribution / associated reports
  • Product
    • DXM
    • Documents
    • Data
    • Studio
    • Communities
    • Platform and Technology
  • Value Proposition
    • Competitors
  • Sales Process
    • The Kurtosys Sales Blueprint
      • Prospecting
      • First Meetings
      • Pre-sales Engagements
      • Salesforce Admin
      • Pricing and Quotation
      • Contract Negotiation
      • Handover to Delivery

More Posts
Sales Training

ESG: Latest McKinsey Report

Herewith another great piece of market content from Mckinsey on ESG. https://www.mckinsey.com/business-functions/sustainability/our-insights/the-esg-premium-new-perspectives-on-value-and-performance The focus on ESG – In a new McKinsey & Company survey, executives

Julie Watts July 8, 2020
Sales Training

Pre-Sales Process

The process for requesting work by the Pre-Sales team is below: Once you’ve identified what needs to be done, please email Julie and Kevin and

Julie Watts July 8, 2020