Mastering Business Excellence · Sales & Marketing

Fundamentals of Sales Management

Fundamentals of Sales Management gives new sellers one repeatable process, from prospect list to qualified pipeline to closed deal and handover.

Register Now opens this course on the Blue Ocean Academy website in a new tab.

Fundamentals of Sales Management course
  • Course codeFOSM
  • LevelFoundation
  • Learning time32 hours
  • Modules16 modules
  • FormatSelf-paced online
  • CredentialMBE credential

About this course

Why it matters

New sales hires usually learn the job by imitation: they copy whoever sits nearest, pick up habits that may or may not work, and take months to become reliable. The burden lands on sales managers, who end up coaching ten different versions of the sales process.

A shared foundation fixes that. Participants learn how buyers decide, how a pipeline is structured and measured, how to build a prospect list, qualify with BANT or MEDDIC, run discovery, present value, handle objections and close with a clean handover.

How it runs for your organization

Delivery is 32 hours of self-paced online learning on the Blue Ocean learning platform, on web or mobile, so a new-hire cohort can study between calls rather than away from the desk. Sales managers or L&D track enrollment, progress and completion for every participant on the administrator dashboard.

Each module leaves the participant with something to use the same week: a prospect list, a qualification checklist, a discovery question set or an objection response. Each participant who completes the modules and assessments is issued a digital, verifiable MBE credential.

What you will learn

  • Describe how transactional, consultative and hybrid sales models shape the seller's role
  • Explain how emotion, logic and perceived risk drive a buyer's decision
  • Track opportunities through pipeline stages in the CRM and forecast from leading and lagging indicators
  • Build and rank a prospect list from an ideal customer profile and buyer personas
  • Qualify leads into opportunities using BANT, and MEDDIC for complex deals
  • Run a structured discovery conversation with layered questions and active listening
  • Present features as benefits tied to a buyer's stated needs and business case
  • Handle common objections, protect margin in negotiation and close with clear next steps

Skills you will build

  • Prospect list building
  • Lead qualification
  • Discovery questioning
  • Pipeline hygiene
  • Value presentation
  • Objection handling
  • CRM discipline
  • Closing and handover

Who this course is for

Companies that hire sales representatives in batches get the most from the program, because every new seller starts from the same playbook. It is written for people in their first years of selling: sales representatives and account executives building a pipeline, business development staff who open conversations, and customer-facing employees in service or support roles who are expected to spot and pass on opportunities.

Recent graduates joining a sales development program fit well. Account managers who inherited a book of business without formal training also benefit. A single-function cohort of new hires is the natural shape, though adding their first-line managers helps them coach to the same process.

Course outline

Sixteen modules run in the order a seller grows into the job. The first two set context: how selling has changed, the sales models, and buyer and seller psychology. Module three defines funnels, pipeline stages and activity versus outcome metrics; modules four to six cover prospecting, qualification with BANT and MEDDIC, and the CRM toolkit.

Modules seven to ten follow the live conversation from discovery through value, objections and negotiation to closing and handover. Modules eleven to fourteen widen the view to metrics and forecasting, key account management, coaching a sales team, and digital, social and AI-powered selling. Case studies and a capstone personal sales playbook complete the sequence.

16 modules · 64 topics

Module 1The New World of Selling
  • Why Modern Sales Matters in Today's Business World
  • Foundational Sales Terms and the Evolution of Selling
  • Transactional, Consultative, and Hybrid Sales Models
  • The Modern Sales Team: Roles and Responsibilities
Module 2The Psychology of Buying and Seller Behavior
  • How Buyers Make Decisions: Emotion, Logic, and Risk
  • Cognitive Biases and Persuasion Principles in Sales
  • Building Rapport and Emotional Intelligence
  • The Seller’s Mindset: Motivation, Resilience, and Growth
Module 3Sales Process and Pipeline Foundations
  • Why Process and Discipline Drive Sales Success
  • Funnels, Pipelines, and Pipeline Stages Defined
  • The Journey of an Opportunity Through the Pipeline
  • Activity versus Outcome Metrics
Module 4Prospecting and Lead Generation
  • Why Prospecting Is the Engine of Sales Success
  • Ideal Customer Profiles and Buyer Personas
  • Inbound versus Outbound Prospecting
  • Building and Prioritizing Your Prospect List
Module 5Qualification and Opportunity Selection
  • Why Qualification Is the Key to Sales Productivity
  • Leads versus Opportunities
  • The BANT Framework in Practice
  • MEDDIC/MEDDICC for Complex Opportunities
Module 6Sales Technology, CRM, and the Modern Toolkit
  • The Modern Sales Tech Stack
  • CRM as the System of Record
  • Prospecting, Enrichment, and Engagement Tools
  • Sales Enablement and Content Platforms
Module 7Discovery Conversations and Needs Analysis
  • The Power of Discovery in Sales
  • Types of Discovery Questions
  • Structuring a Discovery Conversation
  • Active Listening and Note-Taking
Module 8Presenting Value and Tailoring Solutions
  • Why Value-Based Selling Is the Modern Advantage
  • Features, Advantages, and Benefits
  • Matching Solutions to Buyer Needs
  • Storytelling and Building a Business Case
Module 9Objection Handling and Negotiation Basics
  • Why Buyers Object: Concerns as Clues
  • The Five Common Objection Types
  • A Structured Model for Handling Objections
  • Negotiation: Protecting Margin and Value
Module 10Closing, Follow-Up, and Post-Sale Growth
  • Reading Closing Signals and Using Trial Closes
  • Commitment Language and Next-Step Discipline
  • Handover to Delivery and Customer Success
  • Retention, Referrals, Upsell, and Account Growth
Module 11Sales Metrics, Forecasting, and Analytics
  • The Sales Metrics That Matter
  • Leading and Lagging Indicators
  • Building an Accurate Sales Forecast
  • Dashboards and Data-Driven Decisions
Module 12Key Account Management and Account Growth
  • From Transactions to Strategic Accounts
  • Segmenting and Prioritizing Key Accounts
  • Account Planning and Whitespace Mapping
  • Multi-Threading and Stakeholder Management
Module 13Leading and Coaching High-Performing Sales Teams
  • The Shift from Selling to Sales Leadership
  • Hiring, Onboarding, and Ramping Talent
  • Coaching, Feedback, and Skill Development
  • Motivation, Compensation, and Incentives
Module 14Digital, Social, and AI-Powered Selling
  • The Digital Transformation of Sales
  • Social Selling and Personal Branding
  • Artificial Intelligence Across the Sales Cycle
  • Virtual and Hybrid Selling Best Practices
Module 15Sales in Practice: Real-World Case Studies
  • Case Study: Winning Complex B2B Deals
  • Case Study: Turning Around an Underperforming Pipeline
  • Case Study: Building a Land-and-Expand Motion
  • Cross-Industry Lessons and Common Pitfalls
Module 16Capstone: Building Your Personal Sales Playbook
  • Integrating the Full Sales Cycle
  • Assembling Your Prospecting, Discovery, and Value Tools
  • Your Objection, Negotiation, and Closing Playbook
  • A 90-Day Personal Sales Action Plan

Frequently asked questions

Is this suitable for sellers with no previous sales training?

Yes. It is a Foundation level program, written for people new to the discipline. Module one starts with basic sales vocabulary and the models of selling before anything technical appears, and each later module builds on the one before. Experienced sellers who were never taught a formal process also tend to find the structure useful, particularly the qualification and discovery modules.

Which qualification frameworks do participants learn to apply?

Module five covers two. BANT is taught as the everyday filter for separating a lead from a genuine opportunity, and MEDDIC, with its MEDDICC extension, is introduced for larger or multi-stakeholder deals. Participants also work through the difference between leads and opportunities so that the pipeline a manager reviews contains deals that have actually been qualified rather than contacts that were merely interested.

How does the program treat CRM and sales technology?

Module six is given over to the modern sales toolkit. It positions the CRM as the system of record that every other tool reports into, then looks at prospecting, enrichment and engagement tools and at sales enablement and content platforms. The aim is a seller who logs activity consistently and knows what each category of tool is for, which makes pipeline reviews far easier for managers.

Does it cover what happens after the deal is signed?

It does, in two places. Module ten deals with reading buying signals, trial closing techniques and commitment language, then the handover to delivery or customer success, and finishes on retention, referrals and upsell. Module twelve goes further into key account management: segmenting accounts, account planning, whitespace mapping and multi-threading across stakeholders. New sellers learn early that a signed contract is the beginning of an account, not the end of their involvement.

How long will a new-hire cohort need to complete it?

The program holds 32 hours of self-paced content on the Blue Ocean learning platform, reachable on web and in the mobile app. There are no scheduled sessions, so a cohort can be given a target completion window that suits the onboarding plan, and the administrator dashboard shows managers who has started, where each person is and who has finished.

Can we run it for one team before a wider rollout?

Yes. Many organizations begin with a pilot cohort, typically one intake of new hires or a single regional team, to check that the content fits their sales motion and to see completion data on the dashboard. A corporate license can then extend enrollment to further cohorts or to the whole sales function on the same platform.

How do individual learners register for this course?

Use the Register Now button on this page. It opens Fundamentals of Sales Management on the Blue Ocean Academy website, where individual learners can enroll directly.

How does a corporate license for this course work?

Your organization licenses seats for a cohort or a whole team. Participants study the self-paced modules on the Blue Ocean learning platform, on web or mobile, and your administrator follows enrollment, progress and completion on a dashboard.

Can we start with a pilot cohort before a wider rollout?

Yes. A pilot cohort in one department is a practical first step. Use the corporate license form, and a program advisor will map the relevant courses and license options to your teams.

Ready to get started?

Ask about a pilot cohort for your next intake of sales hires, or request a corporate license for the whole sales floor.

Register Now opens this course on the Blue Ocean Academy website in a new tab.

More courses in Sales & Marketing

View all Sales & Marketing courses · All Mastering Business Excellence domains

WhatsApp Us
763,860Learners Enrolled