Description

Introduction

The “Optimizely Commerce for Sales & Operations Teams” training is designed to equip sales and operations professionals with the knowledge and skills needed to effectively leverage the Optimizely Configured Commerce platform. This course focuses on understanding the platform’s key capabilities, optimizing workflows, managing product catalogs, monitoring inventory, and enabling smooth order processing. Participants will gain practical insights into using Optimizely Commerce to drive operational efficiency, improve customer experiences, and enhance sales performance.

Prerequisites

1. Basic understanding of eCommerce concepts
   Familiarity with online sales, order processing, and digital catalogs.

2. Operational workflow awareness
   Knowledge of inventory management, procurement, and fulfillment processes.

3. Sales process knowledge
   Understanding of lead management, quotations, and customer relationship workflows.

4. Basic computer skills
   Comfortable navigating web applications, spreadsheets, and dashboards.

No prior experience with Optimizely Commerce is required.

Table of Contents

Module 1: Overview of Optimizely Commerce

1. Introduction to Optimizely Configured Commerce
2. Key features and benefits for sales & operations
3. Understanding B2B and B2C commerce workflows

Module 2: Product and Catalog Management

1. Navigating the product catalog
2. Creating, updating, and organizing products
3. Managing categories, variants, and pricing

Module 3: Inventory & Order Management

1. Tracking inventory levels in real-time
2. Managing backorders and stock alerts
3. Order processing workflow: from quote to fulfillment

Module 4: Sales Tools & Quotation Management

1. Creating and managing quotes
2. Configuring discounts, promotions, and pricing rules
3. Approving and tracking orders

Module 5: Customer Management

1. Managing customer accounts and contacts
2. Tracking order history and preferences
3. Personalized customer interactions and communication

Module 6: Reporting & Analytics for Sales & Operations

1. Using dashboards to monitor sales performance
2. Inventory and fulfillment analytics
3. Exporting reports and key metrics

Module 7: Best Practices & Optimization Tips

1. Streamlining sales and operational workflows
2. Common pitfalls and how to avoid them
3. Collaboration between sales, operations, and support teams

Module 8: Hands-On Exercises & Use Cases

1. Simulated order processing scenario
2. Managing product updates and inventory changes
3. Creating and approving quotes

Module 9: Q&A and Wrap-Up

1. Recap of key concepts
2. Open Q&A session
3. Next steps and additional resources