certified channel management training

Welcome to the Certified Channel Manager Training Course

This is the industry’s first, best-selling, and most comprehensive channel manager training course for high-tech Channel Management. This gold-standard online class will prepare you for any channel position, ranging from retail to enterprise, for hardware, software, and SaaS, including channel sales, channel marketing, and channel operations–so you are proficient in all aspects of channel management.

This page is only a basic description of the course, click HERE to see more details within the Chanimal Store, or click HERE (opens in its own window) to see the larger course description at Chanimal.com.

NOTE: If you purchased and it is not showing the course, then please REFRESH your browser and it will start the course. Thank you!

View Course Overview Video


See the promotional section on Channel Management (opens in its own window) for a DETAILED description of all the topics and content. Click HERE to view or download the Chanimal University Course Outline (PDF) to see how this course compares to the other main Chanimal courses. Please note, there is about 5% overlap of content between the courses (and sometimes the case studies are similar (but highlight different angles of the problem).

“Great education – unbelievable depth of content here. It is more than just a certificate – It is an MBA in the channel!” Jay McBain, Principal Analyst – Forrester (2021 Channel Influencer of the Year)

The three main courses all have the same terminology sections and several core areas that are similar (highlighted in blue) since each discipline needs these “General Education” concepts since the subsequent content builds upon them. Don’t hesitate to skip anything that looks similar and don’t worry–there is PLENTY of material for your investment (the challenge is to keep it relevant and engaging).

Course Topics and Certification Channel Management Testing Include

  • Channel Management Defined
  • Preparing Your Company for Change
  • Defining Your Channel Program
  • Program Setup (systems, policies, process)
  • Content – Portal Content
  • Recruiting (Strategy)
  • Recruiting (Tactics)
  • Recruiting Alternative Channels
  • Enablement
  • Channel Motivation
  • Refining or Fixing Your Program
  • Channel Sales – Overview
  • Channel Operations
  • Resources (for You & Partners)

Exclusive to Channel Manager Training & Certification Course

Some of the course material can be found scattered throughout the 1,000+ pages of Chanimal.com.  But most of the content and the training sequence, ongoing quizzes, and section tests to become certified are exclusive to this actual course.

Bonus Resources

When you take the course, you will have full access to all of the Chanimal content. This includes complete “Kits” for resellers, affiliates, alliances, positioning, and more (over $700 worth of content). This is real content (none of that fluffy theory stuff) actually used to build over 600 channel programs (including some of the top programs in the world). This will be linked to a Resource section within each of the lessons.

It is like a complete channel management franchise that includes everything you will need to handle almost any channel issue you encounter. Chanimal is the only place in the world that has this kind of “street content” — and it is all-inclusive as you become a Certified Channel Manager.

saas channel manager training

Welcome to the SaaS Channel Manager Training Course

This special 8-hour self-paced SaaS Channel Manager Training online course (delivered in five separate webinar classes – appx. 90 minutes each) will teach you the fundamentals of building, recruiting, and enabling a SaaS reseller channel. It is a joint venture between Chanimal & SaaSMAX.

Promotional Pricing for 2024

The live webinar course was originally offered for $1,499, but now the recorded webinar is only $295 (with all-new, updated templates, samples, and documents, plus 4 new lessons (from the Certified Channel Manager course)).

This is a recording of the original live online webinar. It includes over 80 new and updated templates, instructions, and samples for 2024. It also includes quizzes to increase comprehension and a certificate of completion.

Live Webinar Format

This course uses a live webinar format, so it does not have the same graphics, audio, and modular design of the latest online courses (it feels a little “scrappy” (since it is LIVE)–. However, it is very fast-paced (not boring) and the information is incredibly valuable. See the original press release here (opens in a separate window). Click HERE to view a PDF of the detailed course agenda.

This course has the same core channel foundation so it can also be used as one of the main prerequisite courses required to take any of the electives.

Note: This was recorded from the LIVE sessions. As such, the audio will sound like a Webinar (using a headset mic (so it can sound tinny), not the high-end professional sound system used to record the full Certified Channel Manager courses).  But, the content is still amazing. Similar to the one-day course offered live alongside many of the industry channel trade shows (not as detailed as the 3-day course, which is the Certified Channel Manager course–more like a bachelor’s level (vs an MBA level)).

Course Includes – for SaaS Channel Manager Training

  • LESSON 1: Channel Partner Programs: Your Competitive Advantage
  • LESSON 2: Defining Your Reseller Program
  • LESSON 3: Creating the Policies for Your Reseller Program
  • LESSON 4: Reseller Recruitment & Strategic Alliances
  • LESSON 5: Partner Enablement

BONUS Content

As a bonus, it includes additional online lessons taken from the larger Certified Channel Manager course. Covers the following topics:

  • Reseller portal and PRM–selection and setup
  • How to determine your margins (reviews “points,” retail, SaaS, SMB – Enterprise)
  • Partner Enablement – what to cover in the orientation, marketing meeting – tips & tricks
  • Channel Sales – Closing Techniques

These bonus lessons will take about 1 1/2 hours for just the videos (about 3 hours total if you also review the accompanying material).

Who Should Enroll?

SaaS CEOs, CMOs, CROs, VPs of Business Development and/or VPs of Sales, SaaS Founders, SaaS Investors, existing Channel Managers (new or experienced) who may have never set up a “new” program, and anyone else who’s a stakeholder in a SaaS company’s success.

NOTE: If you purchased and it is not showing the course, then please REFRESH your browser and it will start the course. Thank you!

Bonus Resources

Those who take the course will have full access to the Chanimal content. This includes complete “Kits” for resellers, affiliates, alliances, positioning, and more. This is real content (none of that fluffy theory stuff) used to build over 600 channel programs (including some of the top programs in the world for Microsoft, Adobe, Autodesk, Intel, Apple, Citrix, IBM, and a LOT of start-ups).

It includes almost everything you will need to handle any channel issue you encounter. Chanimal is the only place in the world that has this kind of “street content” — and it is all-inclusive as part of the course.

FREE Trial Channel Training

Course Overview – Free DEMO course

Do you want to take a free trial channel training course for a test drive and see how the material is put together? Whether it is boring or valuable?

This course contains four (4) lessons selected from the actual Certified Channel Manager (CCM) course and includes the video, the downloadable presentation, plus the actual downloadable content–there is also a quiz at the end of each lesson. Unlike the actual courses, which are linear until completed, this course allows you to move back and forth between the lessons. However, if you take all four lessons, including the quizzes, you’ll get a special downloadable certificate of completion. View the certificate HERE (opens in own window)–where it describes more about the entire program.

NOTE: If you enrolled and have returned here, and it is not showing the actual course, then please REFRESH your browser and it will start the course. Thank you!

This trial course covers four (4) free lessons selected from the actual 31 lessons in the CCM course:

  • Lesson 4-2. Reseller portal and PRM–selection and setup
  • Lesson 4-6. How to determine your margins (reviews “points,” retail, SaaS, SMB – Enterprise)
  • Lesson 10-1. Partner Enablement – what to cover in the orientation, marketing meeting – tips & tricks
  • Lesson 13-2. Channel Sales – Closing Techniques

These lessons will take about 1 1/2 hours for just the video (about 3 hours total if you also review the accompanying material). There is NO cost for this course–but you will sign up like normal (there will be a $0 amount and it won’t require a credit card).

Note: This FREE Trial Channel Training course may use terminology that you have not heard before. In the actual course, one of the first sections reviews all the terminology, and you are usually exposed to it multiple times–so it is easier to retain. This is one of the reasons the electives (each course includes one free elective) have one of the main courses as a prerequisite–since they won’t cover the terms or the concepts that you were expected to have learned previously.

Course Tutorial

I highly recommend you take the course tutorial before taking these lessons. It will show you how to navigate and get support. You can access the tutorial once you have enrolled (it is automatically added to the My Courses section, or you can click HERE to view in advance (click the Chanimal University Tutorial link on the bottom).

1st Quarter Promotion. Get an Extra Elective Included FREE with the Certified Channel Manager Course ($495 value)

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channel sales training

About This Elective CourseDirect Sales Certificate

This is a direct sales course for products and professional services–since direct sales is also a channel of distribution. Any good Channel Sales Manager also has to know how to sell first–or how they can help other salespeople with model calls, coaching calls, and sales training.

The Channel Sales Manager course contains similar content–but much of it is aimed at selling through a reseller. This course is about selling 100% direct. It also has more direct sales content, more closing, more details to overcome objections, etc. This course also includes selling both products and professional services. It covers both soft selling skills, and hard closing skills.

This is the sales material used to train thousands of direct sales reps, presented by a master that had some of the highest sales ratios in the industry (97.3% approach to presentation (company avg was 27%), 47.7% close (company avg was 24%), cancellation rate .01% (avg was 3%)).

The course training includes:

Direct Sales

  • Steps of the Sale. Includes pre-approach, the approach, setup, presentation, and close.
  • Pre-Approach. The information you need before calling on a prospect. Makes a big difference in your approach ratios.
  • Approach. Why most salespeople don’t have an approach, what are the best elements, and how this one concept can double your ratios.
  • Setting Appointments & The Setup. How to create a buying (vs selling) atmosphere and why it changes the entire perspective.
  • Presentation Skills & Personalized Demos. Learn the persuasive format, pacing, and tips learned from 80,000 presentations a week.
  • Demo Mechanics. Many seem obvious, yet are not followed. Learn voice pacing, the 3-second rule, how to be funny–make money, visual selling.
  • Group Presentations. The importance of seating, temperature, group dynamics, and visual distance.
  • Proper Dress. Yes, it always matters. How to avoid flaming attire, hellfire pants, and floating shoes, and what is the LOOK that makes the biggest difference.
  • 3rd Person Selling. Why you need it, when to use it, how to get it.
  • Price Savings Build-up. How to sell your price, what we learn from cheesy ads–that works, and how to sell value, not just initial price.
  • Closing Techniques. Learn the ABCs, Why close, Trial close, how many yes’s secures a sale, “the” close question, roller-coaster closing, first to talk takes the goods, and when to provide one more reason to buy.
  • Keep It Closed. Back to the Buyers Atmosphere, what you should leave behind, what must happen to succeed
  • More Closes. Closing with questions, my mother told me, assuming the close, the physical action close, best deal close, secondary question close, close with tie-downs, and more.
  • Overcoming Objections. Learn the famous Feel, Felt Found, why you should agree, how to treat objections as questions, how to overcome objections in advance.
  • Sales Resources. Websites, templates, worksheets – helping you sell by the numbers. Includes a 43-page editable sales manual and associated PowerPoints to build your own in-house sales team.

Sales Management

  • Situational Leadership. How to manage according to where they are–and how to get them to the next level. A “safe” management style for growing teams.
  • The Game of Work. Learn which metrics matter, how to leverage, how to improve, and how to self-motivate. Includes worksheets.
  • One Minute Manager – Revived. Timeless concepts from the original series applied directly to setting expectations, setting up a PAR, creating a PIP, and how to create a self-correcting team. Combined concepts from OMM, Putting the OMM to Work, Leadership, and the OMM, The OMSalesM.
  • Coaching & Model Calls. How to become the coach, including pre-call briefing, observations, why you NEVER save the sale, the wrap-up chat, and PIP–how to use your sales manual to teach to the standards. Plus, when and how to model.
  • Baseline Goal Setting. Learn the missing chapter from Stephen Covey’s 7 habits–how to set goals, why you must achieve before you raise, how the team raises the goal–and the massive increase you can expect.
  • Emotional Bank Accounts. Another Covey concept, explains a simple model to turn utility relationships into friendships and why it is critical with your sales team.
  • Motivation. Learn what motivates (hint–it’s not money), see proven examples, how to engrave carrots, contest ideas, and execution.

Professional Services

  • Product vs Services. How they differ, and how to setup.
  • How to Build a Services Team. How to setup, scale and grow.
  • Detailed Discovery. How to do proper discovery, either process of tools (including software systems)
  • Project Management. How to setup forms, systems, processes, and deadlines.
  • Perfect Delivery. Aligning your team for perfect execution. Up-front training, field quality control, reporting.
  • Change Request. How to manage changes in your requirements, how to plan in advance, charging the difference.
  • Confirmed Satisfaction. Ensuring everything was delivered, all expectations met, leverage success internally, refer new clients.

About This Elective CourseRetail & Online Certificate

Retail is a shrinking market for tech, but it is a growing market for online. Regardless, some products will always be in retail (so long as a customer wants to try or see before they buy, or want it instantly), and you need to know how to make it succeed if that’s your channel.

In retail, there is no deal registration, no lead forms or policies, no techy white papers, no fancy configurators, etc. So all your “other” channel experience doesn’t apply. You need to pick up a new skill set.

In addition, there’s more to an online channel that just putting your product on your website–including online etailers, market places, and platforms. This course provides the DETAILED tactics to succeed in both, including:

Retail

  • Retail Differences. You’ll learn how the roles of channel marketing and channel sales are VERY different in retail (sales engages much sooner). The terminology is different (POP, ROP, Plan-o-gram, EndCaps), the margin is different, most retailers use wholesales distributors, plus more.
  • Setup & Definition. You’ll learn how to set up your retail kit, including best-selling packaging, an intro letters, sell sheet, product slick, sell-in PowerPoint, promo flyer, and the NFR employee special.
  • Pricing. You’ll better understand pricing objectives, strategies, structure, and levels. You’ll create your rate cards for sales, exception policies, alliance pricing, NFR pricing, volume discount schedule, bundle pricing, plus create your price savings build-up.
  • Wholesale Distribution. You’ll learn which type you may need, who to select, contract “gotcha’s,” differences by country, the margins, how they make money, how they help with logistics and reverse logistics, how they can help with recruiting, what works/doesn’t work, how many to sign-up (hint: too many you don’t get attention, too few they gouge your resellers), when to use aggregators, and more.
  • Sell-In Strategy. Use a rep firm (and who, terms, pros/cons), or sell direct? Why you should get your run-rates with locals and regionals–before contacting the nationals. How to leverage MDF, what promotions work, how buyers make their quotas, tactics to get your product in, how to negotiate shelf placement, how to increase initial sell-in (and why it’s critical), how long does it take?
  • Demand Generation. Retail fulfills demand, but they can create it with run-of-press, promotions. Most of the time the vendor creates demand–what works, which to do first, how to leverage PR/awards, SEO, ads, social media, and events.
  • Sell-Through–Retail Enablement. In retail, a sale is not a sale–until it’s past the return period. It’s also no fun to have a semi-truck pull up with “returns,” because you didn’t know how to get your product OFF the shelf. You’ll learn how to run SPIFFs (to the retail reps–not to increase store profits), how to increase the almighty “Reseller Recommendation Rate,” and why it is the MOST critical retail metric, how to merchandise (through the reps), how to train (resellers sell what they know–they know what they use), and you’ll learn what works and what does NOT work.

Online Website, Retail, Marketplaces

  • Online website sales. How to drive traffic, convert the traffic, and not lose the sale within the shopping cart. Includes landing pages, website plan-o-gram, price or no price decisions, webinars, web-push notifications, pop-ups–key elements to SELL on your OWN website.
  • Retail Online and eTailers. Most retailers have an online store. Learn how to get good placement, ensure up-to-date info for their comparison grids, capture, and manage online reviews. Some are strictly online–how to sell-in, negotiate terms, and influence online sales.
  • Marketplaces & Platforms. Learn how to sell-in and set up your product on popular marketplaces and platforms like Amazon, eBay, Google Shopping, NewEgg, Shop.com, iTunes Store, Best Buy, and more. Know how to set up your listings to optimize sales, how to track and beat competitors, proper market-place SEO, proper mapping of products (especially if you have hundreds of online products–since each market place has different rules (you may need software to optimize)), learn critical out-of-stock rules, and how to increase and manage online reviews.
Alliance Manager Training

About This Elective CourseAlliances & OEM

You’ll learn the strategy, but also the tactical details about how to set up profitable alliances and OEM’s, including:

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Alliances

  • Why & How to Create Them. We’ll define alliances, show how they are the FASTEST way to recruit resellers, give successful alliance examples, and describe when and how to set them up. We’ll go through the role of the alliance manager and objectives, how to get needed bandwidth, and whether alliances should be formal or informal.
  • Setup & Definition. We’ll review the alliance master plan of action, discover the acid test, and go through the complete alliance kit (including process, policies, and templates). We’ll create an alliance worksheet and work through categories, the business case for each type, identify complementary companies per category, and compile contacts.
  • Recruiting. We’ll discuss why you must NOT engage until you have done “this,” determine which groups to contact and who to talk with. What the first meeting agenda looks like, the initial call, and how to pitch and engage.
  • Leverage Alliance. We’ll review what you want out of it (hint – recruit their channel), the four legs of a stable alliance, the initial strategic meeting, and the three tactical meetings you must have. We’ll review the agendas and tactics, plus we’ll review the alliance pick list (by department), then cover project management, resources, templates, and worksheets. Essentially, how to make alliances pay off (including the example of recruiting over 1,000 partners from an alliance in 90 days).
  • Resources. Includes a complete affiliate kit with samples and templates of everything needed to create effective alliances.

OEM / White Label

  • Definition. We’ll define the difference between an alliance, OEM, and white label and which to use. We’ll review numerous creative examples and discuss how OEM can become a channel.
  • OEM License Agreement. Much of an OEM is determined by the unique license agreement. We’ll review what to look for, what to avoid, and what you want out of it.
  • Recruiting. How to identify the best targets, how to engage, present, and solidify.
  • Enablement. We’ll discuss the downfalls of OEMs and how to avoid them, how to be successful by helping your OEMs (instead of neglect), what they need, how to “franchise” a successful model, and how to keep your OEM or white labels growing.

Prerequisites

  • NO prerequisites during the Anniversary promotion!
  • This course requires one of the MAIN courses (Channel Management / Marketing or Sales as a prerequisite–since it will be using terms and approaches, and expounds on concepts that were covered in the prior courses.

Click the first course below to begin. You can also take the course tutorial if you need a refresher on how to navigate.

SaaS Channel Training

About This Elective CourseSaaS & Affiliate Certificate

You’ll learn the specific differences for a SaaS product in the channel, including:

SaaS Specific

  • Define your model. You’ll review traditional vs SaaS models, including the difference between affiliates, referrals, levels, and even OEM. Plus, which elements of a partner program apply and which do not.
  • Distributors. Why you don’t need a traditional distributor, but you may want to consider a SaaS specific distributor and market place. Plus, how they add value and what to look for.
  • Pricing & Margins. SaaS products use a different pricing model. You’ll learn how to set your SaaS pricing, but also how to determine your SaaS margin including how much to pay, over what period to pay, who collects and who pays who, and how quick to pay. You’ll see multiple examples and models making it easy to determine exactly where to set your margin.
  • Recruiting. Learn how to find the right partners, how to contact and recruit them. You’ll also learn what they like and don’t like to see and elements that are critical to a SaaS partner.

Affiliate/Referral Programs

  • Affiliate Setup. If you refer only, you don’t need all the elements of a typical partner program. But you will need to consider form-based, vs affiliate software-based. Plus, select the right affiliate software, get it set up, getting connected to your shopping cart or referral page and more.
  • Configure Program. You’ll review levels, payouts, policies, margins (and how to determine), the agreement, plus unique content (depending on product type and price point. You’ll create referral text, testimonials (tips), banner ads (or not), videos, sample landing pages (SEO), and applicable collateral.
  • Affiliate Recruiting. How to identify the top market segments, associations, blogs, trade pubs, forums, plus the trick to get on the top of the major 50 directories, email campaigns, and recruiting waves.
  • Enablement. Which affiliates to avoid, how to get links, landing pages, videos, and banners setup. Plus, creating special webinars and events for affiliates to announce, newsletters, affiliate recognition, and more.

The course is very hands-on and we’ll enter systems, view samples, and screens. The course includes videos of PowerPoint, but also tactical setup in other systems.

Welcome to the Certified Channel Marketing Manager Training Course

This channel marketing training is one of the MAIN courses for Channel Marketing Managers, Directors, and VP’s who are responsible for Channel Marketing.

This course is still in development and will be available soon. The MAIN course for a Certified Channel Manager covers channel management, channel marketing and channel sales and is available now.

This new course defines your role (and how it differs from channel sales), covers the DETAILED industry best practice tactics to put your partner program together, including defining it, setting up the agreements, the portal, the forms, all the policies (leads, MDF, deal registration, NFR, etc.).

Plus, all the marketing content (competitive matrix, positioning, channel-optimized PowerPoint, the market info, white papers, videos, SEO landing page, demo scripts, pricing, and margins, plus more. In addition, it shows how to set up the database, the PRM, the recruiting emails, postcards, and alliance campaigns for mass recruiting.

And finally, you’ll learn how to run the orientation and marketing meetings, how to help promote through the partners, set up the certification training, along with setting your budget, forecasting, set up the annual partner conference, and more. It covers basics through advanced channel marketing with proven and DETAILED tactics.

It assumes you know nothing about any of these areas so you can put together a program from scratch, or refine an existing program using the industry’s proven best practices.

NOTE: If you purchased and it is not showing the course, then please REFRESH your browser and it will start the course. Thank you!

View Course Promotional Video


See the promotional section on Channel Management (opens in its own window) for a DETAILED description of all the topics and content. Click HERE to view or download the Chanimal University Course Outline (PDF) to see how this course compares to the other main Chanimal courses. Please note, there is about 5% overlap of content between the courses (and sometimes the case studies are similar (but highlight different angles of the problem).

The three main courses all have the same terminology sections and several core areas that are similar (highlighted in blue in the PDF) since each discipline needs these “General Education” concepts since the subsequent content builds upon them. Don’t hesitate to skip anything that looks similar and don’t worry–there is PLENTY of material for your investment (the challenge is to keep it relevant and engaging).

This course is in development. The MAIN course for a Certified Channel Manager covers channel management, channel management and channel sales and is available now.