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The Principles of Lead and Opportunity Generation and Qualifying

Welcome to the Principles of Lead and Opportunity Generation and Qualifying training course. The
methodology in this course will help you increase sales and services while still focusing on delivering
exceptional customer experiences.

Course Level Course Length

L2 45 Minutes

Upon completion of this course, you should be able to:

-Develop a Lead Generation Plan

-Analyze and Improve Prospecting

-Establish and Apply Standards to Qualify Leads

Module 1

The Approach

Upon completion of this module, you should be able to:

(1) Develop a Lead Generation Plan.

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Module 2

Prospecting

Upon completion of this module, you should be able to:

(1) Analyze and Improve Prospecting.

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Module 3

Qualifying

Upon completion of this module, you should be able to:

(1) Establish and Apply Standards to Qualify Leads.


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Qualifying\Qualifying - Principles of Lead and Opportunity Generation and….webm

Conclusion

Thank you for completing the Principles of Lead and Opportunity Generation and Qualifying training
course!

Please complete the question below to mark its completion in the Dealer Performance Center.

© 2020 Caterpillar. All Rights Reserved. CAT, CATERPILLAR, LET’S DO THE WORK, their respective logos,
"Caterpillar Corporate Yellow", the "Power Edge" and Cat “Modern Hex” trade dress as well as corporate
and product identity used herein, are trademarks of Caterpillar and may not be used without
permission.

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