Commercial Secretary Training
Acquire essential Commercial Secretary competencies to aid sales executives through impeccable correspondence, client-prepared files, CRM organisation, and efficient scheduling. Master practical resources, formats, and routines that propel business transactions forward and make your administrative position vital in any sales environment. Develop proficiency in impactful sales correspondence, seamless meeting coordination, streamlined CRM systems, professional file management, and executive scheduling to drive sales success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course equips you with hands-on skills to assist sales managers effectively and confidently. You will learn to draft precise internal memos, handle customer interactions, create professional paperwork, and maintain accurate sales records. Gain expertise in basic CRM operations, meeting setup, time organisation, and uniform procedures to enhance team output and ensure timely tracking, documentation, and follow-up of all transactions.
Elevify advantages
Develop skills
- Craft effective sales emails that are clear and prompt quick responses.
- Prepare client-focused meetings with detailed agendas, resources, and records without mix-ups.
- Set up efficient CRM processes including pipelines, data fields, and team reports.
- Establish professional document protocols for formatting, standardising, and safe storage of sales materials.
- Manage executive schedules to optimise the sales leader's time for peak performance and outcomes.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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