Commercial Training Program

Commercial Training Program

SoftExpert´s commercial training program was developed for SE´s distribution and sales channels to obtain the required knowledge at the set up phase of the partnership so that you can get the knowledge you need from the comfort of your desk. This program will provide you with information on who we are, our offers, how we sell and deliver our products and services, enabling you to sell our offers and perform your activities more effectively and independently.

The Commercial Training Program is categorized to evidence the topic as being fundamental for your training and the trainings focused on Solutions. The trainings that are fundamental must be performed by all of our partners. The videos focused on solutions are required for partners that intend to distribute or sell specific solutions, being optional for the other partners.

Besides the training videos links available for each training item, you will find a variety of links that will lead to additional materials. The user is able to obtain intensive knowledge on the item desired or on the items that are considered fundamental. You will also familiarize yourself with the knowledge base repository (KC- Knowledge Center), that contains materials and additional information to be accessed at your convenience.

COMMERCIAL TRAINING PROGRAM

Training Videos
Category
Additional Material
WHO WE ARE

SE Corporate Presentation
Demonstration of the company´s trajectory, segments, solutions, services and other essential information.

Fundamental
  • Corporate Demo
  • Corporate Profile
OUR OFFERS
Our Products

SE Suite
SE Suite Demo provides you with an overview of the Suite features and benefits.

SE Suite
  • Folder SE Suite
  • Additional Materials

SE BPM Suite
SE BPM Demo provides you with an overview of the business process management features and benefits.

BPM Solution
  • Demo BPM Suite
  • Folder BPM Suite
  • Additional Materials

SE ECM Suite
SE ECM Demo provides you with an overview of the enterprise content management features and benefits.

ECM Solution
  • Demo ECM Suite
  • Folder ECM Suite
  • Additional Materials

SE PPM Suite
SE PPM Demo provides you with an overview of the project and portfolio management features and benefits.

PPM Solution
  • Demo PPM Suite
  • Folder PPM Suite
  • Additional Materials

SE PLM Suite
SE PLM Demo provides you with an overview of the product lifecycle management´s features and benefits.

PLM Solution
  • Demo PLM Suite
  • Folder PLM Suite
  • Additional Materials

SE CPM Suite
SE CPM Demo provides you with an overview of the corporate performance management features and benefits.

CPM Solution
  • Demo CPM Suite
  • Folder CPM Suite
  • Additional Materials

SE GRC Suite
SE GRC Demo provides you with an overview of the governance, risk and compliance management features and benefits.

GRC Solution
  • Demo GRC Suite
  • Folder GRC Suite
  • Additional Materials

SE EQM Suite
SE EQM Demo provides you with an overview of the enterprise quality management features and benefits.

EQM Solution
  • Demo EQM Suite
  • Folder EQM Suite
  • Additional Materials 

SE EHSM Suite
SE EHSM Demo provides you with an overview of the governance, risk and compliance management features and benefits.

EHSM Solution
  • Demo EHSM Suite
  • Folder EHSM Suite
  • Additional Materials 

SE ERM Suite
SE ERM Demo provides you with an overview of the enterprise risk management features and benefits.

ERM Solution
  • Demo ERM Suite
  • Folder ERM Suite
  • Additional Materials  

SE EAM Suite
SE EAM Demo provides you with an overview of the enterprise risk management features and benefits.

EAM Solution
  • Demo EAM Suite
  • Folder EAM Suite
  • Additional Materials  

SE ITSM Suite
SE ITSM Demo provides you with an overview of the IT service management features and benefits.

ITSM Solution
  • Demo ITSM Suite
  • Folder ITSM Suite
  • Additional Materials  
Our Services

On Demand
Learn more about benefits, infrastructure, and characteristics of the On Demand.

Fundamental
  • Folder On Demand
HOW WE SELL

Sales Methodology part 1
Sales Methodology part 2
SoftExpert’s sales methodology provides information on the sales process adopted by SE.  Providing you with helpful guidelines for a clear understanding and application of the methodology.

Fundamental
  • Sales Methodology
  • Additional Materials

Sales Policy
Overview of the sales policy, covering the types of licenses and user profiles available, SSL among other useful information.

Fundamental
  • Sales Policy
  • Additional Materials

Price Builder
The price builder is a spreadsheet that follows the rules established by the sales policy, this tool enables partners to easily prepare proposals.

Fundamental
  • Price Builder

CRM
Overview of the main features and benefits that this tool can bring to partners in order to manage leads, opportunities and accounts.

Fundamental
  • Additional Materials

Sales Order
By making use of an example the video explains how sales orders have to be filled out in order to formalize the sales process.

Fundamental
  • Sales Order

Proposals
Approach on the different types of proposals available that can be used in different stages of the sales process according to customers´ needs and scenario.

Fundamental
  • Sales Proposal
  • Technical Proposal
  • On Demand Proposal
  • Quote

Product and Solution Catalog
The catalog provides details of the products that are part of each solution, and other useful information to help prepare proposals and learn more about the products and solutions.

Fundamental
  • Product and Solution Catalog
How we Sell our Products

SE BPM Suite
Training based on the battle card, tool developed to provide partners with the right sales approach of the solution.

BPM Solution
  • Battle Card BPM
  • Competitors Matrix

SE ECM Suite
Training based on the battle card, tool developed to provide partners with the right sales approach of the solution.

ECM Solution
  • Battle Card ECM
  • Competitors Matrix

SE PPM Suite
Training based on the battle card, tool developed to provide partners with the right sales approach of the solution.

PPM Solution
  • Battle Card PPM
  • Competitors Matrix

SE PLM Suite
Training based on the battle card, tool developed to provide partners with the right sales approach of the solution.

PLM Solution
  • Battle Card PLM
  • Competitors Matrix

SE CPM Suite
Training based on the battle card, tool developed to provide partners with the right sales approach of the solution.

CPM Solution
  • Battle Card CPM
  • Competitors Matrix

SE GRC Suite
Training based on the battle card, tool developed to provide partners with the right sales approach of the solution.

GRC Solution
  • Battle Card GRC
  • Competitors Matrix

SE EQM Suite
Training based on the battle card, tool developed to provide partners with the right sales approach of the solution.

EQM Solution
  • Battle Card EQM
  • Competitors Matrix

SE EHSM Suite
Training based on the battle card, tool developed to provide partners with the right sales approach of the solution.

EHSM Solution
  • Battle Card EHSM
  • Competitors Matrix

SE ERM Suite
Training based on the battle card, tool developed to provide partners with the right sales approach of the solution.

ERM Solution
  • Battle Card ERM
  • Competitors Matrix

SE EAM Suite
Training based on the battle card, tool developed to provide partners with the right sales approach of the solution.

EAM Solution
  • Battle Card EAM
  • Competitors Matrix

SE ITSM Suite
Training based on the battle card, tool developed to provide partners with the right sales approach of the solution.

ITSM Solution
  • Battle Card ITSM
  • Competitors Matrix
How we Sell our Services

On Demand
Approach to support partners on the sale of solutions and products On Demand. Learn how to add value to your sale.

Fundamental
  • On Demand – Sales Policy

Service Policy
This video provides information on the sale of the services available, overview on the implementation methodology among other details.

Fundamental
  • Service Catalog
  • Sales Policy
HOW WE DELIVER

Implementation Methodology
Methodology that shows the steps taken by SoftExpert in implementing their solutions and products. Also learn how to use our implementation service estimate.

Fundamental
  • Implementation Methodology
FAQ

Support Materials
Learn more about SoftExpert´s repositories, so that you are aware of the materials available to help on commercial daily basis needs.

Fundamental
  • Knowledge Center
  • Web Site
Site Map
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