About the Lead to Order Overview  training 

This short training gives you a quick overview of why the lead-to-order process is being streamlined and how these improvements help you close deals faster, reduce friction, and create a smoother experience for customers. 

Product alignment 

This training was built using real updates from the Lead to Order program and aligns directly with the company’s sales transformation strategy. 

Learning prerequisites 

To make the most of this training, you only need a basic understanding of the sales cycle and quoting process. No technical background is required. 

Audience 

This training is designed for sales representatives, account executives, sales engineers, and anyone involved in quoting and closing deals. 

Agenda 

This training covers key areas around: 

• Why streamlining lead to order matters 

• What’s changing in the quoting process 

• The impact these changes are making 

• Next steps and how to get involved 

Learning objectives 

At the end of this training, you should be able to: 

• Explain the value of streamlining the lead-to-order process 

• Describe how the improvements reduce friction and shorten sales cycles 

• Identify your next steps to start applying what you learned right away