Commercial Training Program

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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 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
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.	EHS SolutionM	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

COMMERCIAL TRAINING PROGRAM