Upcoming Events We Are Attending

AA-ISP – Inside Sales 2017 – San Francisco | Jun 8, 2017 | South San Francisco, CA
Inside Sales 2017 is a conference series for reps and managers who want to learn new sales skills, discover the latest technologies, and network with fellow professionals.

Sales 3.0 Conference – Las Vegas | Sep 18-19, 2017 | Las Vegas, NV
The Sales 3.0 Conference is the leading event series devoted to helping executives in sales, sales operations, sales enablement, and marketing learn how to better leverage Sales 3.0 technologies and strategies to foster improved sales performance and results.

AA-ISP -Executive Retreat 2017 – Napa | Oct 25-27, 2017 | Napa, CA
The Executive Retreat is our profession’s most strategic gathering for inside sales leaders. Come together for three days with a select group of 60 leaders, executives, VP’s, and directors from some of the world’s most prominent companies to learn, share, and network.

Recent Events

Customer Case Study: Building a coaching plan that works with Magenic Technologies – Trent Snyder
Date: Thursday, November 10, 2016 10:00 AM – 11:00 AM PDT
Presenter: Trent Snyder, National Business Development Manager, Magenic Technologies
Audience: Managers and above
Duration: 45 minutes
Objective: Having a new rep use ConnectAndSell expedites the need for coaching. Join us in learning how Trent on-boards new sales reps and ensures success from the very beginning.
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Understanding the Talent Spread in your organization – coaching by the numbers
Date: Thursday, October 27, 2016 10:00 AM – 11:00 AM PDT
Presenter: Chris Beall, CEO, ConnectAndSell
Audience: Managers and above
Duration: 45 minutes
Topics Include:

  • Reporting – how is your team using ConnectAndSell? How can you tell when they used, how many conversations and meeting have they scheduled?
  • Conversation Competencies – take a look at the dispositions and outcomes and learn what each means
  • Coaching – understanding the talent spread on your team and identifying coaching opportunities How exciting!

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The Perfect List – Best practices in building and maintaining your list of prospects
Date: Thursday, October 13, 2016 10:00 AM – 11:00 AM PDT
Presenter: Rahul Chatterjee, Head of Research and Chris Beall, CEO, ConnectAndSell
Audience: Sales Reps/Managers and above/Sales Operations
Duration: 45 minutes
Topics Include:

  • How often does a list need to be replenished?
  • How do I identify my target prospects and segment my calling lists accordingly?
  • How do I ensure that once I have a conversation, the prospect is removed from my calling list?
  • How do I build lists in Salesforce and add them to ConnectAndSell?

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What’s your breakthrough?
Date: Thursday, October 6, 2016 10:00 AM – 11:00 AM PDT
Presenter: James Townsend, VP Customer Success, ConnectAndSell with Jonathan Tallariti, Sales Development Manager and Meghan Foley, Director of WW Sales Development, Quantum Corporation
Audience: Sales Reps/Managers and above
Duration: 45 minutes
Objective: In this session, James Townsend, VP Customer Success will share how you can deliver more impact in the first 45 seconds of your pitch. Meghan Foley and Jonathan Tallariti from Quantum Corporation will share how this helped their organization improve results 10x!
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What’s New for Sales Reps?
Date: September 22, 2016 10:00 AM – 11:00 AM PDT
Presenter: Jon Campbell, Director of Programs
Audience: Sales Reps
Duration: 30 minutes
Objective: In this session, Jon will share new features for Sales Reps
Topics Include:

  • Maintaining correct contact information right from within ConnectAndSell
  • Talk2Send – adding follow up emails to your ConnectAndSell workflow
  • The NEW Self-Service Knowledgebase
  • And more!

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Top 10 Things You Didn’t Know You Could Do In ConnectAndSell
Date: Thursday, September 15, 2016 10:00 AM – 11:00 AM PDT
Presenter: Matthew Forbes
Audience: Sales Reps/Managers and above
Duration: 45 minutes
Objective: We will take a look at the top 10 Frequently Asked Questions we hear from you!
Topics Include:

  • How much research should I do before calling?
  • What are the ConnectAndSell agents saying to the prospect?
  • ConnectAndSell is reaching out to multiple contacts in a company. If I connect with one person, how can I remove the rest from my list?
  • And more!

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What’s New for Managers?
Date: Thursday, September 8, 2016 10:00 AM – 11:00 AM PDT
Presenter: Jon Campbell, Director of Programs
Audience: Managers and above
Duration: 30 minutes
Objective: In this session, Jon will share new features for Managers and above
Topics Include:

  • Real-time alert of rep performance
  • Serving lists to reps on a silver platter – how to enable mandatory lists for ease of use
  • Coaching in real-time – how to listen to a call while it’s happening and participate live in the call
  • Call ratings – rate your reps calls and be provided with a scorecard to easily identify coaching opportunities and provide relevant feedback

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