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Portfolio Management

 Your portfolio, or territory, is like your own business. It grows when you manage it well. But how do you do that? In this course, you'll learn how to develop an effective portfolio plan that will help you reach your goals while making the best use of your time and energy.

Keywords: sales, salesperson, portfolio, territory, Management, prospects, customers, Buyers, Targets

Portfolio Planning Basics: What is a portfolio, who uses one, and how does portfolio management differ from account and opportunity management?
Planning Your Way to Success: How a salesperson's portfolio plan supports a growth mindset and fit into the company's larger strategic plan.
Planning For Action: A realistic game walks you through the steps of making an effective portfolio plan.

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Portfolio Management

Portfolio Management 1 - Portfolio Planning Basics
Portfolio Management 1 - Portfolio Planning Basics
What is a portfolio, who uses one, and how does portfolio management differ from account and opportunity management?
Portfolio Management 2 - Planning Your Way to Success
Portfolio Management 2 - Planning Your Way to Success
 How a salesperson's portfolio plan supports a growth mindset and fit into the company's larger strategic plan. 
Portfolio Management 3 - Planning for Action
Portfolio Management 3 - Planning for Action
 A realistic game walks you through the steps of making an effective portfolio plan.
Portfolio Management

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