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Sales Execution: Pipeline, Discovery & Deal Influence

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Sales Execution: Pipeline, Discovery & Deal Influence

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

Recommended experience

2 weeks 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

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

What you'll learn

  • Build a personal sales pipeline plan aligned with quota and deal stages

  • Run structured discovery conversations across multiple stakeholders

  • Create clear problem–cost–outcome business cases from discovery insights

  • Deliver persona-specific demos and follow-up assets that move deals forward

Details to know

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Recently updated!

March 2026

Assessments

16 assignments

Taught in English

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This course is part of the Sales Strategies: Mastering Complex Sales Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 4 modules in this course

Strong sales performance doesn’t come from activity alone — it comes from clear pipeline ownership, sharp discovery, and the ability to guide complex conversations.

In this course, you’ll learn how experienced sales professionals manage their book of business, uncover real business problems, and move deals forward with confidence. Using practical frameworks and real-world examples, you’ll build skills in pipeline planning, stakeholder discovery, business case development, active listening, and persuasive storytelling. Across four modules, you’ll learn how to run better discovery calls, navigate multi-stakeholder conversations, turn insights into compelling business cases, and deliver demos that resonate with both technical and executive audiences. By the end of the course, you will: • Build and manage a balanced sales pipeline aligned with quota • Run deeper discovery conversations with multiple stakeholders • Translate customer conversations into clear business cases • Guide meetings using questioning, listening, and indirect influence • Deliver tailored demos and follow-ups that move deals forward This course is ideal for: • Account Executives and sales professionals with 2–5 years of experience • B2B sellers managing active pipelines and complex deals • SDRs transitioning into closing roles • Customer-facing professionals involved in discovery or demos Disclaimer: This is an independent educational resource created by Board Infinity for informational and educational purposes only. This course is not affiliated with, endorsed by, sponsored by, or officially associated with any company, organization, or certification body unless explicitly stated. The content provided is based on industry knowledge and best practices but does not constitute official training material for any specific employer or certification program. All company names, trademarks, service marks, and logos referenced are the property of their respective owners and are used solely for educational identification and comparison purposes.

This module develops ownership mindset and pipeline accountability for individual contributors managing active deal portfolios. Learners begin by designing pipelines through backward planning from quota targets, balancing inbound, outbound, and referral sources based on territory realities. The module addresses time protection strategies that ensure prospecting continuity despite delivery pressures. Qualification skills are advanced through conversational use of MEDDIC-style frameworks, helping learners identify deal viability through behavioural and organizational signals rather than rigid checklists. Learners also practice disengaging from weak opportunities while preserving relationships and reputation. By the end of the module, participants can maintain healthy pipeline composition, prioritize high-value opportunities, and invest effort where returns are most likely.

What's included

9 videos5 readings4 assignments1 discussion prompt1 plugin

9 videosTotal 64 minutes
  • Introduction to the Course3 minutes
  • Backward Planning From Quota (Your Math for the Year)10 minutes
  • Balancing Lead Source for your Context6 minutes
  • Protecting Prospecting Time When You’re Busy With Active Deals8 minutes
  • Using MEDDIC-Lite in Conversations8 minutes
  • Signals a Deal Is Worth Your Time4 minutes
  • Gracefully Stepping back from Deals5 minutes
  • The 4 Pipeline Health Metrics That Matter10 minutes
  • The Weekly Pipeline Review Framework10 minutes
5 readingsTotal 55 minutes
  • Syllabus5 minutes
  • Glossary 5 minutes
  • Engineering a Sustainable Pipeline: Planning, Sourcing, and Time Protection15 minutes
  • Natural Qualification: Prioritizing the Right Deals Without Friction15 minutes
  • Managing Conversation Dynamics for Productive Sales Meetings15 minutes
4 assignmentsTotal 105 minutes
  • Designing Your Personal Pipeline15 minutes
  • Advanced Qualification That Feels Natural15 minutes
  • Pipeline Health Diagnostics15 minutes
  • Owning Your Book of Business60 minutes
1 discussion promptTotal 5 minutes
  • Build Your “No-Panic” Pipeline Plan Today5 minutes
1 pluginTotal 15 minutes
  • Quick Course Check-In15 minutes

This module strengthens discovery depth and analytical framing across complex buying environments. Learners conduct multi-stakeholder discovery sessions tailored to different functional roles and priorities while maintaining narrative consistency. The module develops techniques for extracting financial and operational impact data and converting conversational insights into structured business cases. Learners practice guiding customers through quantified problem definitions and responsibly handling uncertainty when reliable data is unavailable. Recovery strategies are also covered for situations where discovery was incomplete earlier in the cycle. By the end of the module, learners can transform conversations into strategic problem framing that supports stronger positioning and decision justification.

What's included

8 videos3 readings4 assignments

8 videosTotal 64 minutes
  • Running Discovery With Users vs Managers vs Finance5 minutes
  • Keeping One Coherent Narrative Across Different People11 minutes
  • When Stakeholders Disagree: Who You Optimise For6 minutes
  • Pulling Numbers Out Naturally (Without ROI Interrogation)10 minutes
  • Converting Notes Into a Simple Problem → Cost → Outcome Story5 minutes
  • Walking the Customer Through Their Own Numbers14 minutes
  • Admitting “We Might Have Missed a Few Things”6 minutes
  • Re-opening Discovery After a Demo or Proposal6 minutes
3 readingsTotal 45 minutes
  • Navigating Stakeholder Complexity in Discovery Conversations15 minutes
  • From Discovery Notes to Business Value Narratives15 minutes
  • Recovering and Deepening Discovery After the Deal Is in Motion15 minutes
4 assignmentsTotal 105 minutes
  • Multi-Stakeholder Discovery15 minutes
  • Turning Conversations Into Business Cases15 minutes
  • Fixing Shallow Discovery Mid-Deal15 minutes
  • Deep Discovery & Problem Framing60 minutes

This module enhances interpersonal influence through disciplined listening and structured questioning. Learners apply micro-listening skills that uncover unspoken concerns related to risk, politics, or internal constraints. Question-led engagement techniques enable buyers to articulate needs themselves rather than being persuaded through assertion. The module introduces conversational flow management, helping learners maintain momentum without rigid meeting scripts. Recovery methods address misaligned or poorly structured interactions while preserving trust and credibility. By the end of the module, learners can guide productive conversations, surface meaningful insights, and influence direction without applying pressure or appearing directive.

What's included

7 videos3 readings4 assignments1 discussion prompt

7 videosTotal 57 minutes
  • Micro‑Skills: Pauses, Paraphrasing, and Labelling Emotions11 minutes
  • Hearing What They’re Not Saying: Risk, Politics, and Hidden Fears11 minutes
  • Turning “Let Me Think About It” Into a Real Conversation8 minutes
  • Question‑First Selling: Asking Instead of Telling7 minutes
  • Simple Question Maps: So the Customer Walks Themselves to the Problem10 minutes
  • Opening and Closing Loops So Conversations Don't Hang Open3 minutes
  • Recovering When a Meeting Starts Badly7 minutes
3 readingsTotal 35 minutes
  • Advanced Listening Techniques for Insight-Driven Sales Conversations15 minutes
  • Guiding Buyer Thinking Through Strategic Questioning15 minutes
  • Case Study5 minutes
4 assignmentsTotal 105 minutes
  • Active Listening That Actually Changes the Call15 minutes
  • Indirect Influence: Letting the Buyer Open the Door15 minutes
  • Meeting Flow, Not “Perfect Meetings”15 minutes
  • Listening, Questioning & Guiding the Conversation60 minutes
1 discussion promptTotal 5 minutes
  • Run a “No-Advice” Discovery Challenge5 minutes

This module focuses on communicating value through relevant demonstrations and narrative framing. Learners tailor demonstrations to distinct stakeholder priorities and adjust content dynamically as audience composition changes. Structured storytelling techniques help transform customer experiences into relatable value narratives supported by simple visuals rather than presentation overload. The module also teaches how to deploy appropriate proof assets such as trials, case studies, or references to reinforce credibility. Learners practice crafting concise recap communications that enable internal advocacy by customer champions. By the end of the module, participants can reinforce understanding, trust, and alignment through clear demonstration and narrative delivery.

What's included

10 videos3 readings4 assignments

10 videosTotal 57 minutes
  • The Three Layers of Every Objection9 minutes
  • Single-Threaded Death Spiral: When One Hidden Objection Kills the Deal10 minutes
  • The Fatal Gap: Logic Explains, Emotion Decides7 minutes
  • Anchoring: The First Number Wins 5 minutes
  • The Pricing Conversation6 minutes
  • Strategic Concessions: When to Discount, When to Hold5 minutes
  • Mutual Action Plans: The Only Close That Works in Committee Buying5 minutes
  • Trial Closes & Assumptive Language6 minutes
  • Reviving Dead/Silent Deals (30-60-90 Day Playbook)3 minutes
  • Course Closure - Gratitude !2 minutes
3 readingsTotal 45 minutes
  • Tailoring Product Demonstrations to Stakeholder Priorities15 minutes
  • Structuring Persuasive Sales Narratives for Decision Alignment15 minutes
  • Delivering Credible Proof and High-Impact Deal Recaps15 minutes
4 assignmentsTotal 105 minutes
  • Diagnosing Objections Beneath the Surface15 minutes
  • Pricing & Negotiation Psychology15 minutes
  • Closing & Follow-Up15 minutes
  • Demos, Proof & Storytelling60 minutes

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Frequently asked questions

No formal sales training is required. However, the course is designed for professionals with some exposure to B2B sales conversations or account management.

The frameworks and examples primarily focus on B2B sales environments, especially those involving multiple stakeholders and longer deal cycles.

Yes. You’ll learn practical approaches like MEDDIC-lite qualification, problem–cost–outcome business cases, Socratic questioning, and sales storytelling frameworks.

Most learners complete the course in 4 weeks, spending approximately 3–4 hours per week reviewing lessons and applying concepts.

Yes. A significant portion of the course focuses on deep discovery, stakeholder mapping, and problem framing for complex deals.

Yes. You’ll learn how to deliver persona-specific demos, adjust presentations for new stakeholders, and structure product conversations effectively.

Yes. The first module focuses on pipeline ownership, quota planning, and balancing inbound and outbound opportunities.

Yes. The lessons focus on real conversations, practical deal situations, and common sales challenges experienced by account executives.

Yes. The course includes strategies for multi-stakeholder discovery, internal champion building, and business case development, which are key in complex deals.

You’ll have frameworks to manage your pipeline, run stronger discovery calls, guide sales conversations, and present solutions more effectively in professional sales environments.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,