Sales & Marketing · Professional · MBE™

SS

Mastering Sales Strategy

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Sales & MarketingProfessional level
30 Hours17 Modules
Self-pacedLearn at your own pace
CertificationEarn an MBE™ Credential

About the SS Certification

Annual sales planning is often a spreadsheet exercise: last year's number plus a growth percentage, divided by headcount. Nothing in it says which segments to pursue, why a customer should choose this company, or how the channel mix should change.

Participants learn to build the strategy underneath the quota: sizing the market, segmenting and prioritizing it, defining the ideal customer profile, writing a value proposition that differentiates, planning revenue top-down and bottom-up, designing territories and account tiers, choosing the route to market, and setting pricing that protects margin.

What You Will Learn

  • Explain why strategy now governs the sales function and how the operating model supports it
  • Map the buyer's journey, buying committee and decision triggers for a target segment
  • Size a market, rank opportunity pools and define an ideal customer profile from data signals
  • Write and test a value proposition using the canvas and competitive positioning
  • Plan revenue top-down and bottom-up and govern forecast accuracy and bias
  • Design balanced territories, tier accounts and set deal strategy for key opportunities
  • Choose a channel mix and set pricing and discounting rules that protect margin
  • Codify a sales playbook, select a methodology and run a governance cadence of pipeline reviews

What you take away

Skills You’ll Build

Mastering Sales Strategy skills
Market sizing
Segment prioritization
Ideal customer profiling
Value proposition design

Core Topics

  • Sales Strategy Development
  • Revenue Growth Management
  • Market Opportunity Analysis
  • Customer-Centric Selling
  • Sales Forecasting & Planning
  • Territory & Account Management
  • Commercial Strategy
  • Performance Governance
  • Revenue Planning
  • Territory Management

Who Is This Course For?

Sales organizations preparing a new fiscal plan, entering a market or restructuring their coverage model benefit most. Commercial leaders who set direction and targets, and sales managers who must turn those targets into territories and quotas, form the core of a cohort.

Business development professionals use the market analysis and ideal customer profile modules to choose where to hunt, and account managers apply segmentation and account tiering to their portfolios. Entrepreneurs and founders building a first sales plan find the sequence useful. Sales professionals who want to understand the strategy behind their quota fit as well. A leadership cohort that studies in parallel can draft the plan as it goes.

  • Sales managers
  • Business development professionals
  • Account managers
  • Commercial leaders
  • Entrepreneurs
  • Sales professionals

What’s Included?

  • Self-paced modules you can revisit anytime
  • Digital study resources and templates
  • Knowledge checks and practice assessments
  • A digital, verifiable MBE credential on completion

Course Outline

17 Modules30 hoursSelf-paced

The 17 modules mirror the order of a strategic sales plan and its execution. Modules one and two cover the evolution of selling and strategic sales management. Module three studies the buyer. Modules four to six are the analytical core: market and opportunity analysis, ideal customer profile, value proposition and positioning.

Module seven converts targets into revenue plans and forecasting discipline, eight designs territories and account tiers, nine the route to market, and ten covers pricing strategy and negotiation. Modules eleven to sixteen turn to execution: playbooks and enablement, methodologies, the technology stack, performance governance, coaching and leading teams, and AI in selling. The capstone integrates it all.

1. The Evolution of Selling: From Transactional to Strategic Partnership
  • The Historical Arc of Selling: Peddlers to Trusted Advisors
  • Transactional, Consultative, and Strategic Selling Compared
  • Why Strategy Now Governs the Sales Function
  • The Modern Sales Value Chain and Stakeholder Map
2. Foundations of Strategic Sales Management
  • What Strategic Sales Management Means
  • Aligning Sales Strategy with Corporate Strategy
  • The Sales Management Operating Model
  • Roles, Responsibilities, and Accountability
3. Understanding the Modern Buyer and the B2B Purchase Journey
  • How Buying Has Changed in the Digital Era
  • Mapping the B2B and B2C Buyer's Journey
  • Buying Committees and the Rise of Consensus Purchasing
  • Jobs-to-Be-Done and Buyer Decision Triggers
4. Market and Customer Opportunity Analysis
  • Sizing the Market: TAM, SAM, and SOM
  • Segmentation Approaches and Prioritisation
  • Competitive and Industry Analysis Frameworks
  • Identifying and Qualifying Opportunity Pools
5. Defining the Ideal Customer Profile and Buyer Personas
  • The Ideal Customer Profile as a Targeting Filter
  • Firmographic, Technographic, and Behavioural Signals
  • Building Data-Grounded Buyer Personas
  • Persona-Based Messaging and Engagement
6. Crafting Compelling Value Propositions and Positioning
  • Anatomy of a Winning Value Proposition
  • Value Proposition Canvas and Fit Analysis
  • Differentiation and Competitive Positioning
  • Quantifying and Communicating Business Value
7. Revenue Planning and Sales Forecasting Discipline
  • From Corporate Targets to Sales Quotas
  • Bottom-Up and Top-Down Revenue Planning
  • Forecasting Methods and Pipeline Coverage
  • Forecast Accuracy, Bias, and Governance
8. Territory, Account, and Opportunity Strategy
  • Territory Design and Balanced Coverage
  • Account Segmentation and Tiering
  • Strategic and Key Account Planning
  • Opportunity Qualification and Deal Strategy
9. Designing Route-to-Market and Channel Mix
  • Direct, Indirect, and Hybrid Coverage Models
  • Choosing and Balancing the Channel Mix
  • Partner and Channel Enablement
  • Managing Channel Conflict and Economics
10. Pricing Strategy and Value-Based Negotiation
  • Pricing Models and Their Strategic Trade-offs
  • Value-Based Pricing and Willingness to Pay
  • Discounting Discipline and Margin Protection
  • Preparing for and Structuring Negotiations
11. Building Sales Playbooks and Enablement Systems
  • The Purpose and Anatomy of a Sales Playbook
  • Codifying Winning Plays and Talk Tracks
  • Sales Enablement Content and Assets
  • Onboarding, Training, and Skill Certification
12. Sales Methodologies and Frameworks in Practice
  • Why Methodology Drives Repeatable Results
  • Consultative Frameworks: SPIN and Solution Selling
  • Challenger, Value Selling, and Insight-Led Approaches
  • Qualification Frameworks: BANT, MEDDIC, and MEDDPICC
13. The Sales Technology Stack: CRM, Analytics, and Automation
  • Architecture of a Modern Sales Tech Stack
  • CRM as the System of Record and Engagement
  • Sales Engagement, Intelligence, and Enablement Tools
  • Data Hygiene, Integration, and Governance
14. Sales Performance Governance and Continuous Improvement
  • Governance Cadences and Operating Rhythm
  • Sales KPIs, Metrics, and Balanced Scorecards
  • Pipeline and Deal Reviews That Drive Action
  • Root-Cause Analysis and Continuous Improvement
15. Leading, Coaching, and Building High-Performance Sales Teams
  • Hiring for Role and Building the Sales Org
  • Sales Coaching Models and Frameworks
  • Motivation, Culture, and Retention
  • Performance Management and the Underperformer
16. AI, Digital Transformation, and the Future of Selling
  • How AI Is Reshaping the Sales Function
  • Predictive Analytics, Scoring, and Next-Best-Action
  • Generative AI for Prospecting, Content, and Coaching
  • Ethics, Trust, and Responsible Selling
17. Capstone: Designing and Executing an Integrated Sales Strategy
  • Synthesising Market, Customer, and Value Insight
  • Aligning Coverage, Channels, and Revenue Plans
  • Integrating Enablement, Technology, and Methodology
  • Building the Governance and Metrics Framework

Complete the course assessments to earn the SS credential

Frequently Asked Questions

Is this for individual sellers or for sales leadership?

Primarily for the people who own the plan: commercial leaders, sales managers and those who support planning. Individual sellers do benefit, since understanding how quotas, territories and target segments were chosen makes them better at executing, but the modules on market sizing, revenue planning and route to market assume the participant has some influence over those decisions.

How does the program treat forecasting?

Module seven starts with the link from corporate targets to individual quotas, then compares bottom-up and top-down revenue planning. It covers forecasting methods and pipeline coverage ratios, and finishes with forecast accuracy, the biases that distort it and the governance routines that catch them early. Sales leaders come away with a repeatable forecasting process rather than a monthly argument.

What will a team have produced by the end?

The components of a working strategy. Typical outputs include a market sizing with TAM, SAM and SOM, a prioritized segment list, a written ideal customer profile and personas, a value proposition canvas with positioning against competitors, a revenue plan with a forecast method, a territory and account tiering design, a channel mix decision, a playbook outline and a governance cadence. Many cohorts use these directly in the next planning cycle.

Does the strategy content cover channels and partners?

Module nine does. It compares direct, indirect and hybrid coverage models, shows how to choose and balance the channel mix for each segment, outlines what partners need in order to sell effectively, and addresses the conflict and economics that arise when several channels reach the same customers. Companies considering a move to partner-led coverage find it a useful first framework.

Does it address margin and discounting as part of strategy?

Yes, in module ten. It reviews the models available for setting what a customer pays and their strategic trade-offs, explains value-based approaches and willingness to pay, sets out discounting discipline and margin protection, and finishes with how to prepare for and structure negotiations so the value proposition built earlier is not given away at the close.

How do we fit this around the planning calendar?

Because the 30 hours are self-paced on the Blue Ocean learning platform, available on web and mobile, a leadership team can start well ahead of the planning cycle and complete the analytical modules first. The administrator dashboard shows who has finished each stage, so the commercial director knows when the group is ready to draft the plan together.

How do I register for this course?

Use the Register Now button on this page. It opens Mastering Sales Strategy on the Blue Ocean Academy website, where you can enroll and start learning at your own pace.

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Your MBE credential is issued digitally and can be verified by employers. It carries the Mastering Business Excellence name, so you can add it to your professional profile as soon as you complete the course.

  • Digital Certificate
  • Verifiable Credential
  • Professional Recognition
  • Credential Holder Profile
Sample MBE credential certificate

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