SOS Sales Opportunity Management Training

SOS – Sales Opportunity Snapshot – Methodology and Tool

Improve revenue and forecast sales accurately by better qualifying your sales opportunities through the Sales Opportunity Snapshot® (SOS) Methodology and Tools including stand-alone Excel, or integrated D365 or SFDC versions.

Your sales team will learn to:

  • Lower the cost of sale by properly qualifying whether to continue the pursuit of an opportunity or exit
  • Evaluate and engineer the decision process in your favor through the visual and insightful Influence Map
  • Win more profitable business
  • Increase efficiency of the sales process
  • Improve sales forecast accuracy

At the conclusion of this workshop, you will be able to efficiently use and application of SOS Opportunity Management. Sales Opportunity Snapshot, or SOS for short, is one of the easiest yet most comprehensive methods for Opportunity Qualification, Competitive Strategy, Value Prop, Action Items, and Influence Mapping of the Decision Process. It is a robust, reliable, widely trusted, and highly scalable approach that helps sales professionals recognize and analyze opportunities more quickly and effectively and decide on a strategy to win or decide to exit.

Take advantage of the power of Sales Opportunity Snapshot by planning a workshop for your team, which includes direct application of the method to live opportunities, and improve outcomes for your business.

SOS Helps Sales Sell

Also available as a Dynamics 365 App “SOS for D365”

Soon to be available as a SFDC App “SOS for SFDC”


At a Glance

  • PARTICIPANTS: VPs of Sales, Account Executives, Solution Engineers, and Account Managers
  • COMPANIES: Business-to-business sales with long sales cycles, tough competition and multiple decision-makers
  • FORMAT: 8 Hours – Virtual or in-person workshop

Program Objectives

Participants will learn how to win more deals, increase revenue and profit, and optimize sales engagements.

SOS provides a structured, scalable process for Qualifying and WINNING strategic B2B sales opportunities. Learn how to beat the competition by understanding customer influences and decision criteria in 5 key areas:

1. Rigorously Qualify the Opportunity
Get a Snapshot assessment of all 9 key criteria to determine if you should pursue or disengage from the deal.

2. Align with the Political Landscape
Use the Influence Map to understand the buyer’s formal and informal power structure, so you can engage with the right executives and stakeholders.

3. Establish a Competitive Sales Strategy
Know your strengths and weaknesses compared to your competitors. Based on what’s worked in the past, plot the strategies that will accelerate the deal.

4. Develop a Strong Value Proposition
Align with their business and political priorities to create value for the client.

5. Plan Your Next Steps
Know exactly what action to take next. SOS guides your team through each decision point.

Contact us today to learn more about this simple yet profoundly insightful TSD offering. We’ll help you win more business.



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