Commercial Secretary Training
Develop essential Commercial Secretary competencies to aid sales executives through impeccable communication, client-prepared documents, rigorous CRM practices, and effective time management. Acquire practical tools, templates, and workflows that drive deal progression and make your secretarial position vital in any sales environment. Boost productivity with skills in emails, meetings, CRM, documents, and executive scheduling for seamless operations.

from 4 to 360h flexible workload
certificate valid 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 communications, handle client interactions, create professional paperwork, and maintain accurate sales records. Gain expertise in basic CRM operations, meeting setup, time management, and uniform procedures to enhance team efficiency and ensure timely tracking, documentation, and follow-up of all deals.
Elevify advantages
Develop skills
- Craft high-impact sales emails that are clear and assertive for prompt responses.
- Prepare client-ready meetings with detailed agendas, resources, and minutes without any mix-ups.
- Set up efficient CRM workflows including straightforward pipelines, fields, and reports for sales teams.
- Establish professional document systems to standardise, format, and securely archive sales files.
- Manage executive time by structuring the sales director's schedule to prioritise focus and achieve results.
Suggested summary
Before starting, you can change the chapters and the 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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