Coursera

Strategic & Deal Planning

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Coursera

Strategic & Deal Planning

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Develop territory plans that prioritize high-value opportunities and market segments.

  • Create structured deal strategies aligned with client needs and businessobjectives.

  • Evaluate sales opportunities toidentifypotential revenue growth.

  • Align sales activities with long-term account and market strategies

Details to know

Shareable certificate

Add to your LinkedIn profile

Recently updated!

April 2026

Assessments

22 assignments¹

AI Graded see disclaimer
Taught in English

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This course is part of the B2B Sales Negotiation: Leveraging AI Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate from Coursera

There are 12 modules in this course

You will identify the core elements of a B2B sales strategy and understand how they shape targeting, messaging, and channel decisions.

What's included

3 videos1 reading2 assignments

You will apply strategic choices to create a focused one-page sales strategy tailored to a new industry vertical.

What's included

2 videos1 reading2 assignments

In this module, you will clarify the role of business development by distinguishing it from direct selling and understanding its impact on long-term pipeline growth.

What's included

2 videos1 reading1 assignment

In this module, you will analyze a business scenario to identify and justify partner organizations that could expand market reach and accelerate pipeline growth.

What's included

3 videos1 reading2 assignments

In this module, you move from intuition-based discounting to structured decision-making by building and applying a weighted decision matrix. You will define deal criteria, assign meaningful weights, score multiple discount scenarios in Excel, and select a recommended option based on documented tradeoffs that you can clearly explain and defend.

What's included

2 videos1 reading2 assignments

In this module, you analyze what happens when a customer chooses a different option than the matrix predicts. You will compare outcomes to assumptions, adjust weights to reflect customer priorities, and practice refining the matrix responsibly—treating deal outcomes as feedback to improve future discount decisions rather than as failures.

What's included

1 video1 reading2 assignments

In this module, you will design a six-month territory plan by segmenting accounts, setting pipeline targets, and incorporating AI propensity insights. The focus is on building a usable sales artifact that mirrors real field planning expectations.

What's included

3 videos1 reading1 assignment

In this module, you will evaluate in-flight performance, diagnose gaps, and recommend strategic pivots based on real sales constraints—time, coverage, and resources.

What's included

2 videos1 reading2 assignments

You will design a structured partnership proposal that clearly defines shared value, revenue model, and coordinated campaign execution

What's included

2 videos2 readings2 assignments

You will analyze partnership performance using key metrics to determine whether to scale, refine, or pivot the partnership strategy.

What's included

1 video1 reading3 assignments

In this module, you’ll learn how to present yourself as a strong candidate for B2B sales roles where you are expected to manage deals and drive results. You’ll explore what hiring managers look for, how sales roles operate day-to-day, and how to position your skills and experience effectively. You’ll then apply these insights to build a compelling professional profile. This includes writing impact-focused resume content, creating a simple portfolio example from your work or projects, and preparing structured responses to common interview questions. By the end of this module, you’ll have practical career assets and greater confidence in explaining how your skills in communication, negotiation, pipeline management, CRM, and sales strategy can create value in B2B sales roles.

What's included

2 videos2 readings2 assignments

In this project, you will develop a strategic sales plan to expand into a new market. Your work will show how sales strategy, business development, decision-making frameworks, territory planning, and partnerships combine to guide market expansion. You will design a plan that defines where to compete, how to win, and how to allocate resources. Your plan will also include decision criteria and risk management to support informed business choices over time. This project reflects a real strategic challenge faced by sales leaders. Expanding into a new market requires more than opportunity—it requires clear positioning, focused execution, and disciplined evaluation. You will create a plan that connects strategy to action and supports measurable outcomes.

What's included

2 readings1 assignment

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Instructor

Professionals from the Industry
382 Courses57,593 learners

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Frequently asked questions

¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.