Sales and Marketing Management Training Course

Duration 10 days 20 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Sales Managers, Marketing Managers and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-S-054

Before you join: Participants should have at least one year of experience in sales, marketing, customer service, business development, product management or a commercial support role.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Sales and marketing teams are expected to produce measurable revenue while protecting margin, customer trust and brand position. That requires more than persuasive selling or promotional activity. Managers must identify attractive segments, define customer value, set commercial priorities, manage pipelines, coordinate channels and use evidence to improve conversion, retention and account growth. Weak alignment between marketing plans and sales execution often creates wasted campaign spend, inconsistent messaging, poor forecasts and avoidable discounting.

This course develops the practical management skills expected of sales and marketing professionals. Participants apply market analysis, segmentation, targeting, positioning, buyer-persona development and customer-journey mapping to real commercial situations. They build marketing plans using the STP framework, marketing mix, RACE planning and campaign measurement. On the sales side, the course covers consultative selling, opportunity qualification, account planning, territory design, pipeline management, negotiation, forecasting, sales performance management and customer retention.

Instruction combines concise faculty briefings with sector-based cases, group analysis, sales simulations and structured application to participants' own products, services or accounts. Participants progressively build a sales and marketing management plan from the first week, testing assumptions with market evidence, customer needs and commercial metrics. They leave with a completed plan containing segment choices, value propositions, campaign priorities, sales process controls, account actions and performance measures.

The course suits professionals moving into sales or marketing management, as well as experienced commercial staff who need a more disciplined approach to planning, cross-functional coordination and revenue performance.

What you will be able to do

  • Analyse market attractiveness using PESTLE, Five Forces and competitor benchmarking
  • Develop customer segments, buyer personas and positioning statements using STP
  • Build a measurable marketing plan using objectives, budget, channels and KPIs
  • Design customer journeys and campaign content mapped to buying-stage needs
  • Apply consultative sales methods to discovery, qualification and value-based proposals
  • Manage sales pipelines using opportunity stages, conversion rates and forecast categories
  • Prepare account plans, territory plans and negotiation strategies for priority customers
  • Present an integrated sales and marketing management plan with performance controls

Benefits of attending

For you

  • Produce credible sales and marketing plans for management approval
  • Conduct better customer discovery conversations and opportunity qualification
  • Use pipeline evidence to defend forecasts and sales priorities
  • Manage strategic accounts with clearer retention and growth actions
  • Build a portfolio-ready commercial plan and performance dashboard

For your organisation

  • Improves alignment between campaign activity, sales follow-up and revenue targets
  • Reduces wasted selling time through consistent opportunity qualification
  • Strengthens margin discipline through value-based proposals and negotiation planning
  • Creates more reliable forecasts from defined pipeline stages and conversion metrics
  • Improves customer retention through account plans, journey analysis and service recovery

Course modules

20 modules over 10 days

Participants can describe how marketing, sales and customer experience contribute to profitable revenue.

  • Revenue architecture linking demand generation, conversion, retention and account expansion
  • Marketing, sales and service responsibilities across the customer lifecycle
  • Gross margin, customer acquisition cost and lifetime value relationships
  • Commercial objectives translated into leading and lagging performance indicators
  • Sales funnel definitions aligned with marketing funnel stages
  • Revenue leakage diagnosed through handoffs, discounting and customer churn

Participants can assess market conditions and identify commercially relevant opportunities and risks.

  • PESTLE analysis identifying political, economic, social, technological, legal and environmental forces
  • Porter's Five Forces assessing industry profitability and competitive pressure
  • TAM, SAM and SOM estimates for realistic market opportunity sizing
  • Competitor benchmarking across offer, price, channel, service and market share
  • Voice-of-customer evidence drawn from interviews, complaints and win-loss reviews
  • Market assumptions tested against internal data and external research

Participants can select priority segments and create defensible market positioning.

  • STP framework connecting segmentation, target selection and positioning decisions
  • Segment variables including firmographics, behaviour, needs, value and buying context
  • Attractiveness scoring using size, growth, profitability, access and strategic fit
  • Ideal customer profile defined from high-value account characteristics
  • Positioning statement structured around audience, need, category, benefit and proof
  • Perceptual maps comparing competitors on decision-relevant customer criteria

Participants can develop buyer personas and map stakeholder influence on purchasing decisions.

  • Buyer personas built from roles, goals, pains, triggers and objections
  • Decision-making unit mapped across users, influencers, buyers and gatekeepers
  • Jobs to Be Done identifying functional, social and emotional purchase drivers
  • Buying triggers distinguished from symptoms, needs and stated requirements
  • Stakeholder power-interest grids prioritising engagement and communication actions
  • Procurement requirements analysed for compliance, risk and evaluation criteria

Participants can map customer journeys and identify actions that improve conversion and retention.

  • Customer journey maps covering awareness, consideration, purchase, use and advocacy
  • Moments of truth identified from customer effort and service failure evidence
  • Touchpoint audits assessing ownership, consistency, content and response standards
  • Customer effort score and Net Promoter Score interpreted correctly
  • Service recovery actions designed for complaints, delays and unmet expectations
  • Journey improvements prioritised through impact, feasibility and customer value

Participants can create differentiated value propositions supported by credible commercial evidence.

  • Value Proposition Canvas matching customer jobs, pains and gains
  • Features translated into functional, financial and risk-reduction customer benefits
  • Proof points selected from data, cases, guarantees and implementation evidence
  • Offer architecture combining core service, options, bundles and support
  • Value messaging adapted for economic buyers, users and technical evaluators
  • Competitive differentiation expressed without unsupported claims or vague superiority

Participants can produce a marketing plan with focused objectives, priorities and controls.

  • SMART marketing objectives linked to revenue, penetration, retention and awareness
  • Marketing plan structure covering situation, strategy, actions, budget and controls
  • Ansoff Matrix used to compare market and product growth options
  • Priority initiatives selected through impact, effort, risk and resource assessment
  • Marketing budget allocation across acquisition, retention and account development
  • Assumptions register documenting dependencies, risks and validation actions

Participants can select marketing-mix actions that support positioning and commercial targets.

  • 7Ps marketing mix aligned with selected segments and positioning
  • Value-based pricing compared with cost-plus and competitor-based pricing approaches
  • Price fences designed around volume, service level, timing and commitment
  • Channel strategy balancing direct sales, partners, digital and distributors
  • Channel conflict identified through territory overlap, incentives and account ownership
  • Trade-offs between reach, control, cost and customer experience assessed

Participants can manage brand messages consistently across commercial channels and customer interactions.

  • Brand identity elements connecting purpose, promise, personality and evidence
  • Message house developed with master message, pillars and supporting proof
  • Tone-of-voice guidelines adapted for formal, technical and consumer communications
  • Brand consistency checked across campaigns, proposals, presentations and service scripts
  • Brand equity indicators including awareness, consideration, preference and trust
  • Claims approval controls reducing legal, regulatory and reputational exposure

Participants can plan integrated campaigns that create qualified demand and measurable response.

  • RACE framework structuring reach, act, convert and engage activities
  • Campaign brief defining audience, proposition, objective, channels and measures
  • Content funnel matched to awareness, evaluation, decision and retention stages
  • Lead magnets, webinars and events assessed against target buyer needs
  • Campaign calendars sequencing messages, assets, approvals and sales follow-up
  • A/B testing plans specifying hypothesis, variable, sample and success threshold

Participants can interpret digital marketing data and improve campaign performance decisions.

  • UTM parameters applied for source, medium, campaign and content attribution
  • Conversion funnels measured from impressions through qualified opportunities and revenue
  • Search, email, social and display metrics interpreted by campaign objective
  • Cost per lead compared with lead quality, conversion and customer value
  • Marketing dashboards built around actionable indicators rather than vanity metrics
  • Attribution limitations recognised in complex B2B and multichannel buying journeys

Participants can manage a structured sales process from prospecting through post-sale follow-up.

  • Sales process stages defined from prospecting to retention and expansion
  • SPIN Selling questions used to uncover situation, problem, implication and need-payoff
  • Discovery calls structured around business goals, challenges and decision criteria
  • Active listening techniques including paraphrasing, probing and confirmation checks
  • Qualification criteria documented before committing proposal and specialist resources
  • Next-step agreements secured with owner, action, date and decision purpose

Participants can qualify opportunities consistently and maintain an evidence-based sales pipeline.

  • BANT and MEDDICC compared for different deal complexity and sales cycles
  • Opportunity stages defined by verifiable customer actions and exit criteria
  • Pipeline hygiene maintained through close dates, values, risks and next actions
  • Conversion rates calculated between lead, opportunity, proposal and win stages
  • Sales velocity measured using volume, value, win rate and cycle length
  • Forecast categories distinguished between pipeline, best case and committed revenue

Participants can create customer-facing proposals that connect needs, value, evidence and commercial terms.

  • Proposal structure linking customer requirements, solution, benefits, evidence and implementation
  • Executive summaries written around decision priorities rather than product descriptions
  • Solution presentations organised using problem, impact, approach and value
  • Business cases quantified through cost, benefit, risk and payback assumptions
  • Objection handling using acknowledge, clarify, respond and confirm techniques
  • Bid compliance matrices tracking mandatory requirements, evidence and submission ownership

Participants can prepare and conduct commercial negotiations while protecting value and margin.

  • Negotiation preparation covering interests, BATNA, reservation point and target outcome
  • Concessions traded conditionally rather than offered as unreciprocated discounts
  • Price objections separated from budget constraints, value doubts and procurement tactics
  • Packaging options used to preserve price while adjusting scope or service
  • Negotiation logs record commitments, unresolved issues, owners and deadlines
  • Margin impact calculated before approving discounts, credits or extended terms

Participants can create account plans that protect strategic relationships and identify growth opportunities.

  • Key account selection based on revenue, margin, potential, risk and strategic value
  • Account maps showing stakeholders, influence, relationships and engagement gaps
  • Account plans defining objectives, opportunities, risks, actions and governance
  • Share-of-wallet analysis identifying realistic cross-sell and upsell opportunities
  • Quarterly business reviews structured around outcomes, performance and future priorities
  • Churn signals monitored through usage, complaints, contacts, payment and competitor activity

Participants can allocate sales resources across territories, accounts and channels using commercial evidence.

  • Territory design balancing market potential, travel time, workload and account coverage
  • Account prioritisation using revenue potential, relationship risk and strategic fit
  • Call plans scheduled around opportunity stage, stakeholder access and next actions
  • Partner management roles defined for referral, resale, delivery and support
  • Sales capacity calculated from activity volume, conversion rate and cycle time
  • Coverage gaps identified through territory heat maps and account segmentation

Participants can manage sales performance through clear expectations, coaching and commercial metrics.

  • Sales scorecards combining revenue, margin, activity, conversion and retention metrics
  • Leading indicators separated from lagging revenue and profitability measures
  • GROW coaching conversations focused on goals, reality, options and commitment
  • Pipeline reviews challenge evidence, risks, next steps and forecast confidence
  • Sales incentives assessed for alignment with margin, retention and strategic products
  • Performance improvement plans specify standards, support, review dates and consequences

Participants can apply ethical and governance controls to sales and marketing decisions.

  • Customer data permissions managed under consent, purpose limitation and retention principles
  • Fair competition principles applied to pricing, claims and competitor information
  • Gifts, hospitality and conflicts of interest assessed against company policy
  • Marketing claims substantiated through evidence, approvals and version control
  • Sales records maintained for commitments, approvals, contracts and audit trails
  • Escalation routes defined for misconduct, complaints, safety and regulatory concerns

Participants can build, review and present a complete sales and marketing management plan for a defined commercial opportunity.

  • Market diagnosis consolidating customer evidence, competitor analysis and commercial assumptions
  • Priority segment, persona and positioning choices justified with selection criteria
  • Marketing actions linked to campaign objectives, budget, channels and measures
  • Sales process controls specifying qualification, pipeline stages and forecast rules
  • Account, territory and channel actions assigned to owners and review dates
  • Executive presentation communicating commercial rationale, risks, metrics and implementation priorities

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Integrated sales and marketing management plan
  2. STP segmentation and positioning template
  3. Customer journey and buyer-persona model
  4. Campaign brief and marketing KPI dashboard
  5. Sales pipeline forecast and qualification checklist
  6. Key account plan and negotiation preparation sheet

Who should attend

  • Sales Managers — need structured methods for team performance, pipelines and account growth
  • Marketing Managers — need to connect market strategy, campaigns and revenue outcomes
  • Business Development Managers — need stronger opportunity qualification and value proposition design
  • Key Account Managers — need account plans that protect retention and expand share
  • Product Managers — need customer insight and commercial launch planning skills
  • Entrepreneurs and Commercial Leads — need repeatable sales and marketing management disciplines

Skills and tools covered

Market segmentationCommercial planningConsultative sellingPipeline forecastingKey account managementCampaign measurement

Tools and standards

STP framework, Porter's Five Forces, SPIN Selling, RACE Planning Framework

How the course runs

Training methodology

Faculty use short briefings to introduce frameworks, followed by case analysis, group work, sales conversations and planning tasks. Cases reflect B2B services, financial products, public-sector procurement, consumer markets and account-based selling. Participants analyse market evidence, create customer and account plans, assess campaign metrics, and practise qualification and negotiation decisions. Individual application planning connects each method to a live commercial challenge. Facilitated peer review tests assumptions, strengthens commercial logic and prepares participants for the final plan presentation.

Requirements and prerequisites

Participants should have at least one year of experience in sales, marketing, customer service, business development, product management or a commercial support role. They should be familiar with their organisation's products or services, customer types and basic revenue measures such as sales value, margin and conversion rate. Experience supervising others is useful but not required. No formal marketing qualification, specialist software knowledge, advanced mathematics or previous training in sales methodology is required. Participants benefit from bringing a current product, market, campaign or customer-account challenge.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants should have experience in a customer-facing, commercial or product-related role. The course does not require a marketing degree, formal sales qualification or prior management experience.

Bring information about a current product, service, campaign, sales territory or priority customer account. Publicly shareable data is sufficient; confidential information can be anonymised.

It is suited to sales managers, marketing managers, business development staff, key account managers and commercial professionals preparing for broader management responsibilities. It also suits product managers who work closely with revenue teams.

This course joins market strategy, campaign planning, consultative selling, account management and performance control in one commercial management programme. Specialist digital tactics and advanced sales leadership are addressed only where they support the integrated plan.

Participants build reusable plans, templates and measures around a live commercial challenge. The final management plan can be adapted for a market-entry decision, campaign, sales territory, strategic account or revenue-improvement initiative.

The first part develops market insight, segmentation, positioning, customer experience and marketing planning. The second part concentrates on sales execution, account growth, performance management, governance and presentation of the capstone plan; each day runs 08:30-16:30 with about 6.5 contact hours.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.