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  • VISIT CORO.IO
  • Coro Overview
    Main menu

    Coro Overview

    • Coro Deployment
      Coro Overview
      Coro Deployment
      • Salesforce Managed Package
      • Activate Coro connection
      • Data fields for Managed Package
    • Enablement and onboarding
      Coro Overview
      Enablement and onboarding
      • Video learning paths
      • Example kick-off email
      • CRM navigation bar
    • Coro set-up
      Coro Overview
      Coro set-up
      • User Access Management
      • Global Settings
      • Defining User Roles
      • Account Plans
      • Product Hierarchy
      • Competitor List
      • Financials
    • Dashboards and Reports
      Coro Overview
      Dashboards and Reports
      • Report Access
    • Public Architecture and Release Management
      Coro Overview
      Public Architecture and Release Management
      • Release Management
      • Coro Application Data Flow
    • Mobile and Tablet Apps
    • Security Overview
      Coro Overview
      Security Overview
      • Coro Security White Paper
    • Contact Us
  • User Training Videos
    Main menu

    User Training Videos

    • Account Planning Best Practices
      User Training Videos
      Account Planning Best Practices
      • Introduction
      • Right Accounts
      • Right Cadence & Teaming
      • Focus on Actions
      • Staying On-top
      • Sales Leadership Behaviors
    • Coro Overview
      User Training Videos
      Coro Overview
      • Introduction
    • How to Guide: Active Users
      User Training Videos
      How to Guide: Active Users
      • Submit an Account for Review
      • Update Notifications & Account Plan
      • Update Objectives & Health Check
      • Update Competitors & Share of Wallet
      • Update Strategy by Products
      • Update Financials
      • Update Power Base
      • Update Sales Plays
      • Update Relationship Plays
    • How to Guide: Admins
      User Training Videos
      How to Guide: Admins
      • Updating "General Settings"
      • Updating Account Plan Priority Status
      • Updating Accounts in Coro
      • Updating Product Categories
      • Updating User Roles
      • Updating List of Competitors
  • VISIT CORO.IO
  • Coro Overview
      • Coro Deployment
        • Salesforce Managed Package
        • Activate Coro connection
        • Data fields for Managed Package
      • Enablement and onboarding
        • Video learning paths
        • Example kick-off email
        • CRM navigation bar
      • Coro set-up
        • User Access Management
        • Global Settings
        • Defining User Roles
        • Account Plans
        • Product Hierarchy
        • Competitor List
        • Financials
      • Dashboards and Reports
        • Report Access
      • Public Architecture and Release Management
        • Release Management
        • Coro Application Data Flow
      • Mobile and Tablet Apps
      • Security Overview
        • Coro Security White Paper
      • Contact Us
  • User Training Videos
      • Account Planning Best Practices
        • Introduction
        • Right Accounts
        • Right Cadence & Teaming
        • Focus on Actions
        • Staying On-top
        • Sales Leadership Behaviors
      • Coro Overview
        • Introduction
      • How to Guide: Active Users
        • Submit an Account for Review
        • Update Notifications & Account Plan
        • Update Objectives & Health Check
        • Update Competitors & Share of Wallet
        • Update Strategy by Products
        • Update Financials
        • Update Power Base
        • Update Sales Plays
        • Update Relationship Plays
      • How to Guide: Admins
        • Updating "General Settings"
        • Updating Account Plan Priority Status
        • Updating Accounts in Coro
        • Updating Product Categories
        • Updating User Roles
        • Updating List of Competitors
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      Enablement and onboarding

      Video learning paths

      Video learning paths

      Video learning paths
      • Types of Learnings
      • Recommended distribution options
      • Recommended learning paths

      Types of Learnings

      Types of Learnings

      To support the onboarding of your teams, Coro provides a series of training paths for each role type:

      • Sales Reps
      • Sales Managers, and
      • Sales Ops/Admins

      There are three distinct types of videos.

      • Account planning best pracctices
      • Coro Overview
      • "How to" guides

      Recommended distribution options

      Recommended distribution options

      When introducing Coro to your organization, we recommend setting up a series of "learning paths" for each of your core roles. There are multiples approaches to providing access to the learnings paths:

      • Host the learning path in your own Enablement Platform: If you have an existing sales enablement platform and would like your learners to engage there, please contact the Coro team directly (Coro@bain.com) and they will send you the video content for upload.
      • Use Coro's video repository: If you do not have a sales enablement platform, you can provide access to the videos via Coro's Learning Platofrm.
        • URL: Coro Video Training Repository
        • Access Code: Please contact the Coro team directly (Coro@bain.com)

      Recommended learning paths

      Recommended learning paths

      Recommended for Learning Path
      Video Title
      Sales Rep
      Sales manager / Leadership
      Sales Ops
      CRM Admin
      Account Planning Best Practices
      Introduction
      Required
      Required
      Required
      Optional
      Right Accounts
      Right Cadence & Teaming
      Focus on Actions: developing the right "plays"
      Staying on-top and ensure workshops & ongoing review
      Sales leadership behaviors
      Coro Overview
      Introduction to Coro
      Optional
      How to Guide: Active Users
      How to submit an account for review and leave comments
      Optional
      Optional
      Optional
      Optional
      How to update notifications and share account plan
      Optional
      Optional
      Optional
      Optional
      Ambition: How to update Objectives & Health Check
      Optional
      Optional
      Optional
      Optional
      Insights: How to update Competitors & Share of Wallet
      Optional
      Optional
      Optional
      Optional
      Insights: How to update Strategy by Products
      Optional
      Optional
      Optional
      Optional
      Insights: How to update Financials
      Optional
      Optional
      Optional
      Optional
      Power Base: How to update Power Base
      Optional
      Optional
      Optional
      Optional
      Sales Plays: How to update Sales Plays
      Optional
      Optional
      Optional
      Optional
      Relationship Plays: How to update Relationship Plays
      Optional
      Optional
      Optional
      Optional
      How to Guide: Admins
      Updating "general Settings"
      Updating Account Plan Priority Status
      Updating Accounts in Coro
      Updating product categories
      Updating user roles
      Updating list of competitors

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