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⇱ Strategic & Deal Planning | Coursera


Strategic & Deal Planning

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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

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Recently updated!

April 2026

Assessments

22 assignments¹

AI Graded see disclaimer
Taught in English

Build your Marketing expertise

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

Develop the strategic planning skills needed to manage territories, prioritize opportunities, and design effective deal strategies in B2B sales. In this course, you’ll learn how to analyze sales opportunities, align sales activities with business goals, and create structured plans that support long-term revenue growth.

You’ll explore practical approaches for territory planning, opportunity prioritization, and deal strategy development. The course focuses on how sales professionals evaluate market potential, identify high-value opportunities, and coordinate actions that move deals forward. Through realistic business scenarios, you’ll practice building strategic sales plans that connect client needs with organizational objectives. What makes this course unique is its focus on sales strategy and structured planning rather than individual sales interactions. You’ll learn how successful sales professionals think strategically about accounts, markets, and revenue opportunities. These skills help sales teams plan effectively, allocate resources wisely, and pursue deals that create long-term business value.

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

3 videosTotal 11 minutes
  • What Is a B2B Sales Strategy?3 minutes
  • Defining the Right Target Segment5 minutes
  • Choosing the Right Channel Mix4 minutes
1 readingTotal 10 minutes
  • Crafting a Compelling B2B Value Proposition10 minutes
2 assignmentsTotal 25 minutes
  • Hands-on Learning: Sales Strategy Element Mapping20 minutes
  • Practice Quiz: Identify Core Sales Strategy Elements5 minutes

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

2 videosTotal 8 minutes
  • Selling the Same Product to a Different Industry4 minutes
  • Selecting Channels Based on Buying Behavior4 minutes
1 readingTotal 7 minutes
  • The One-Page B2B Sales Strategy Framework7 minutes
2 assignmentsTotal 30 minutes
  • Graded Assessment: Sales Strategy Decision Assessment10 minutes
  • Hands-on Learning: Build a One-Page Sales Strategy20 minutes

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

2 videosTotal 7 minutes
  • Where Pipeline Growth Really Begins2 minutes
  • Mapping BD Activities to the Funnel4 minutes
1 readingTotal 8 minutes
  • Where Business Development Fits8 minutes
1 assignmentTotal 15 minutes
  • Hands-on Learning: Build a Business Development Glossary15 minutes

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

3 videosTotal 12 minutes
  • What Makes a Strong Partner4 minutes
  • Evaluating Partners in a Case5 minutes
  • Next Steps in Business Development3 minutes
1 readingTotal 10 minutes
  • Partner Models and Risks in Business Development10 minutes
2 assignmentsTotal 35 minutes
  • Graded Quiz: Grow Business Pipeline20 minutes
  • Hands-on Learning: Identify and Justify Two Partners15 minutes

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

2 videosTotal 8 minutes
  • Welcome & Course Introduction3 minutes
  • Scoring Discount Scenarios in Excel4 minutes
1 readingTotal 5 minutes
  • From Gut Feel to Framework: Discount Decisions Explained5 minutes
2 assignmentsTotal 25 minutes
  • Hands-on Learning: Build Your Discount Decision Matrix15 minutes
  • Applying Weighted Decision Matrices in Sales10 minutes

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

1 videoTotal 3 minutes
  • Adjusting Weights After the Client Chooses Option B3 minutes
1 readingTotal 5 minutes
  • Using Deal Outcomes to Improve Future Decisions5 minutes
2 assignmentsTotal 30 minutes
  • Graded Assessment: Discount Strategy Decision Matrix Analysis20 minutes
  • Hands-on Learning: Refine the Matrix After Customer Selection10 minutes

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

3 videosTotal 15 minutes
  • Welcome to Craft Territory Playbook5 minutes
  • Anatomy of a 6-Month Territory Plan6 minutes
  • Effective Strategies for Leveraging AI in Sales: Pipeline Math and AI Propensity4 minutes
1 readingTotal 8 minutes
  • ICP Fit and A/B/C Account Tiers8 minutes
1 assignmentTotal 15 minutes
  • Hands-on Learning: Build Your 6-Month Territory Plan15 minutes

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

2 videosTotal 11 minutes
  • Why Mid-Cycle Reviews Matter5 minutes
  • Selecting Strategic Pivots That Work6 minutes
1 readingTotal 7 minutes
  • Gap Analysis Against Sales Targets7 minutes
2 assignmentsTotal 35 minutes
  • Graded Assessment: Territory Strategy and Mid-Cycle Decisions20 minutes
  • Hands-on Learning: Recommend Two Strategic Pivots from a Mid-Cycle Gap Analysis15 minutes

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

2 videosTotal 5 minutes
  • Welcome to Create Win-Win Partnerships2 minutes
  • Designing a Revenue Share and Co-Market/Sell Model3 minutes
2 readingsTotal 13 minutes
  • SaaS Partnership Strategy: Building and Scaling A Successful Program10 minutes
  • Reading - Step by Step Guide to Drafting a Win-Win Partnership Proposal3 minutes
2 assignmentsTotal 25 minutes
  • Hands-On Learning: Draft a Win-Win Partnership Proposal 15 minutes
  • Practice Quiz: Evaluating Partnership Proposal Decisions10 minutes

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

1 videoTotal 3 minutes
  • Measuring Partnership ROI After a Pilot3 minutes
1 readingTotal 10 minutes
  • Stepwise Walkthrough for Building Strong Business Cases with a Technology Investment Case Study10 minutes
3 assignmentsTotal 40 minutes
  • Partnership ROI Analysis and Scale Decision20 minutes
  • Hands-On Learning: Analyze a Partnership Pilot and Recommend Next Steps15 minutes
  • Practice Quiz: Deciding Whether to Scale a Partnership5 minutes

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

2 videosTotal 5 minutes
  • A Day in the Life of a B2B Sales Professional3 minutes
  • Turning Your Experience into Strong Resume Content 3 minutes
2 readingsTotal 11 minutes
  • What Hiring Managers Look For in Sales Candidates 5 minutes
  • Reading: Building Your Sales Profile6 minutes
2 assignmentsTotal 15 minutes
  • Hands-on Activity: Build Your Sales Positioning Pack10 minutes
  • Practice Check: Spot the Strong Candidate 5 minutes

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

2 readingsTotal 7 minutes
  • Why Strategic Sales Planning Matters 3 minutes
  • Strategic Sales Plan: Requirements and Evaluation 4 minutes
1 assignmentTotal 45 minutes
  • Develop a Strategic Market Expansion Plan 45 minutes

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Frequently asked questions

You will learn how to analyze sales opportunities, plan territories, and develop structured strategies that help sales teams prioritize high-value deals and drive revenue growth.

Strategic planning helps sales professionals focus on the most promising opportunities, allocate resources effectively, and develop deal strategies that align with client needs and business goals.

No. The course introduces key strategic planning concepts and demonstrates how they are applied in real sales environments.

The course prepares learners to evaluate opportunities, plan sales territories, and build deal strategies that support sustainable business growth.

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 Certificate, 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.

Financial aid available,

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