5 interactive modules · 18 min · knowledge checks + final assessment
Preview the course →Free interactive preview — no purchase requiredAbout this product
Tier 2 training for AEs, BDRs, SEs, CSMs, and account managers. Five modules: sales holds more customer data than they realize (CRM, conferences, recordings, prospecting tools); CRM hygiene and the trade-secret problem (departures, personal email, exports); sales-targeted scams (fake prospects gathering intelligence, vishing aimed at SEs, conference attacks, document-share phishing); security questionnaires from prospects (how to answer without overcommitting {{company}}); demo environments and recordings; the final sales-security checklist. 10-question final assessment.
What's included
- 5 modules (~18 min total) as HTML5
- 10-question final assessment with score interpretation
- Printable sales-security checklist
- Security questionnaire response workflow
- Customizable for your CRM and tools
- SCORM export — coming soon
Who it's for
- Account Executives, Sales Engineers, BDRs
- Customer Success and account managers
- Sales leadership
- RevOps teams handling customer data
Available formats
Responsive, self-contained course — works on any device. Includes knowledge checks and a scored final assessment.
SCORM 1.2 & 2004 package for your LMS (Workday, Cornerstone, Docebo, Litmos, and more) — tracks completion and assessment scores.
Licensing
Single-organization license. Unlimited employees within one company. Edit copy and add your brand.
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