Add Training Modules

Managers and Admins can add new training modules from the Edit Training page. This page is not available to Sales Reps. The page shows the modules that are currently shared with your team or org and allows you to add new ones.

Click on the Add Training button to create a new training module. This will show a dialog with three main steps:

Step 1: Select a Module

Select the module you want to add to your account from the library of modules offered by SalesMagic. This library includes the following module types:

• Product Knowledge: Test knowledge of a product's features, benefits, and technical specifications.
• Objection Handling: Paraphrasing objections, probing for insight, and then providing a response and proof.
• Cold Call Mastery: Develop call opening techniques and first-time prospect engagement.
• Competition Analysis: Competitor comparison, differentiation articulation, market positioning, win/loss review.
• Negotiation Skills: Pricing discussions, term negotiation, concession management, value-based negotiation.
• Discovery Excellence: Budget exploration conversations, timeline and urgency assessment, and stakeholder mapping.
• Solution Selling: Value proposition presentation, ROI discussions, and competitive differentiation.
• Deal Advancement: Next steps commitment scenarios and follow-up call effectiveness.
• Industry-Specific Scenarios: Vertical-specific pain points, industry compliance, sector-specific value propositions.
• Skills Training: Active listening, follow-up questioning, empathy demonstration, paint point identification.
• Executive Communication: C-level conversation practice, strategic discussions, businesss impact, vision alignment.

Step 2: Select Prospects

The next step is to select one or more team prospects to be used for the module.

You can use any prospect that has been shared with your team or org, but you may wish to use a prospect that matches the module goals (such as a CEO prospect for the Executive Communications module) or create a new prospect that's customized for the skills that will be practiced (such as customizing the Objection to New Tools prospect property for use with the Objection Handling module).

Step 3: Define the Completion Requirements

The final step is to define the set of requirements that must be met before the module can be completed. Each module will have some requirements that are specific to that model, as well some common criteria such as a minimum number of calls that have to be completed or a minimum number of minutes spent talking.

The first completion requirement often performs an analysis of your call transcripts using generative AI. There may be a number of skills that the analysis can look for and you can choose to turn each of these on or off using the checkbox.

Some other modules allow you to provide input into the analysis functions that are performed. For example, the Product Knowledge module lets you specify a list of product features and the module will then check that the user mentions all of those features in their calls in order to complete the module.

Testing a Module

By default, a module is created private to you. This gives you the option to test and iterate on it before making it available to your team. To test a new module, select the "Assign to Me" menu entry on the module card. You can then work on it from the My Training page.

When you're ready, you can share the training module with your team or the entire org. This will allow your team members to find the module on their My Training page and self assign it to themselves. You can also choose to assign the module to any subset of your team members using the "Assign to Team Members" menu entry on the module.