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Sales and Customer Service Training Roadmap Philippines | Insights Training
Insights Training Sales and service learning guide

Which sales or customer-service course should you take?

Choose according to the customer interaction you need to improve: selling, presenting value, negotiating, diagnosing needs, deepening engagement, delivering service, supporting technical users, handling calls, recovering difficult situations, or managing relationships.

See the Learning TracksAsk for a Recommendation

Start with the customer outcome.

Select the description closest to the role and interaction participants handle.

Win business

Employees must sell more effectively

Build core customer-handling and sales skills, then specialize in presentations, consultative selling, negotiation, or advanced engagement.

View Sales Skills →
Deliver service

Employees support and assist customers

Strengthen service mindset, communication, problem handling, expectations, recovery, and consistent customer experiences.

View Customer Service →
Build relationships

We need stronger long-term customer management

Move beyond individual transactions into customer information, lifecycle, retention, value, engagement, and relationship strategy.

View CRM →

The sales-development path

Build a strong customer-facing foundation, then add the specialization matching your sales process.

1

Sales Skills: Handling Customers

Build practical foundations for approaching customers, communicating value, responding to needs, handling concerns, and progressing the sale.

View outline
→
2

Consultative Selling Skills

Diagnose business needs, ask useful questions, understand priorities, connect solutions to value, and become a trusted adviser.

View outline
→
3

Advanced Sales and Customer Engagement

Deepen strategic engagement, account relationships, value creation, complex conversations, and sustained customer commitment.

View outline

Add a specialization according to the sales moment:

SP

Sales Presentations

Best when salespeople must structure and deliver persuasive proposals, pitches, demonstrations, and customer presentations.

View outline
SN

Sales Negotiation

Best for price, terms, concessions, objections, value protection, and closing within a commercial sales context.

View outline
CRM

Customer Relationship Management

Best when the priority extends beyond closing into retention, customer value, information, lifecycle, and relationship strategy.

View outline

Choose the right negotiation course.

The two negotiation programs differ mainly in context and application.

Sales Negotiation Workshop

Choose this for commercial conversations involving customers, value, price, objections, concessions, terms, and closing a sale.

View Sales Negotiation

Negotiation Skills Workshop

Choose this for broader workplace negotiations involving internal stakeholders, suppliers, resources, agreements, interests, and conflict.

View General Negotiation

The customer-service path

Start with the broad service foundation, then add the course matching the channel or difficulty.

1

Customer Service Training

Build service mindset, communication, customer understanding, expectation management, problem solving, and consistent service behavior.

View outline
→
2

Customer Service for Tech Support

Add diagnosis, explanation, troubleshooting communication, technical empathy, expectation setting, escalation, and resolution.

View outline
→
3

Handling Irate or Angry Customers

Prepare employees to de-escalate emotion, listen under pressure, set boundaries, solve issues, recover trust, and protect wellbeing.

View outline

Add Phone Etiquette when calls are a major service channel.

Phone Etiquette focuses on openings, voice, listening, call control, transfers, holds, message taking, difficult calls, and professional telephone standards.

View Phone Etiquette

Compare all 11 courses.

Use this table to distinguish roles, contexts, and expected outcomes.

CourseBest forPrimary focusCore outcomeOutline
Sales SkillsNew and developing salespeopleCustomer handling and sales foundationsMore confident sales interactionsView
Sales PresentationsPitches, proposals, and demonstrationsPersuasive presentation structure and deliveryStronger sales presentationsView
Sales NegotiationCommercial customer negotiationsValue, price, concessions, terms, closingBetter sales agreementsView
Consultative SellingNeeds-based and solution sellingQuestions, diagnosis, value, trusted adviceCustomer-centered solution conversationsView
Advanced Sales and EngagementExperienced sellers and account teamsStrategic engagement and relationshipsDeeper customer commitmentView
Negotiation SkillsGeneral workplace negotiationsInterests, options, agreements, stakeholdersBetter non-sales negotiationsView
Customer ServiceBroad customer-facing rolesMindset, communication, expectations, solutionsMore consistent serviceView
Tech Support ServiceTechnical help desks and support teamsTroubleshooting communication and technical empathyClearer technical customer supportView
Phone EtiquetteTelephone-based service and coordinationVoice, listening, call structure, transfers, holdsMore professional callsView
Irate CustomersEscalated and emotional service situationsDe-escalation, boundaries, recovery, resolutionSafer and more constructive complaint handlingView
CRMCustomer lifecycle and relationship ownersInformation, value, retention, engagement, strategyStronger long-term customer relationshipsView

Still unsure? Match the situation.

Choose the statement closest to the customer-facing challenge.

“Salespeople need stronger customer-handling fundamentals.” “We present solutions before understanding the customer.” “Our proposals and sales presentations are not persuasive.” “Discounting is replacing value-based negotiation.” “Customer experiences vary depending on the employee.” “Technical explanations confuse or frustrate customers.” “Employees struggle when customers become angry.” “We focus on transactions but neglect retention and relationships.”

Need a customized sales or service pathway?

Tell us the roles, customer journey, channels, products, service issues, and performance goals involved. We can recommend or combine the appropriate programs.

Request a ProposalView Public Classes
Insights Training

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  • Home
  • Corporate Training
  • Public Class
    • 2027 Training Calendar
  • Course List
    • Excel Training >
      • Basic Excel
      • Intermediate MS Excel
      • Advanced Excel L1
      • Advanced Excel L2
      • Comprehensive Excel
      • Macros and VBA
      • Excel Data Analysis
      • Power Query
    • Data Analytics >
      • Data Analysis and Report Writing
      • Power BI Training for Beginners
      • Advanced Power BI Training
      • Excel Charting and Data Visualization
      • Dashboard Data Storytelling
      • Data Analysis and Interpretation for Better Business Decisions
    • AI Workshops >
      • AI for Office Productivity
      • AI for Content Generation
      • AI for Data Analysis
      • AI for Image and Video Generation
      • Practical AI Automation
      • AI for Automation: Working with AI Agents
      • AI for Supervisors and Leaders
      • AI for Trainers and Teachers
      • AI for HR Personnel
      • Google Gemini Training for Workplace Productivity
      • Microsoft Copilot Training
      • ChatGPT and Claude Training
    • Microsoft Office and Google Workspace >
      • MS Office Training: Excel, Word, PowerPoint
      • MS 365 Productivity: Outlook, OneNote, Teams, etc.
      • Fundamentals of MS Access Training
      • Managing Emails using MS Outlook
      • Google Workspace Productivity
      • Advanced Google Sheets
    • Creatives and PowerPoint >
      • Data Visualization and Storytelling
      • Basic to Intermediate PowerPoint
      • Advanced MS PowerPoint
      • Designing Business Presentations
      • Adobe Photoshop Fundamentals
      • Canva Design Training
      • Canva Level 2: Advanced Design, Collaboration and Automation
      • think-cell Training
    • Leadership and Management Skills >
      • Supervisory and Leadership Skills: Fundamentals
      • Coaching Your Team
      • Managing Using Metrics and Data
      • Essential Manager Skills
      • Coaching and Mentoring
      • Fundamentals of Project Management
      • MS Project Fundamentals
      • Earned Value Management
    • Risk, Safety and Qualit >
      • Hazard Identification, Risk Assessment and Determining Control
      • Risk Management Understanding Using ISO 31000New Page
      • ISO 9001:2015 and Amendment 1:2024 Quality Management System Understanding
    • Problem Solving and Workplace Improvement >
      • Critical Thinking and Decision Making
      • Creative Problem Solving
      • Change Management for Leaders
      • Conflict Resolution
      • Root Cause Analysis
      • Good Documentation Practice
      • Attention to Details
      • Design Thinking for Innovation
      • 5S Implementation in the Workplace
      • Train-the-Trainer: Facilitation Skills
      • Train-the-Trainer: Instructional Design
    • Professional Effectiveness >
      • Professional Presence and Workplace Etiquette
      • Social and Business Etiquette
      • Confidence Building for Workplace Success
      • Practical Tools for Time Management
      • Critical Thinking and Analytical Skills
      • Workplace Behavior & Maturity
      • Assertiveness Workshop
      • Influencing and Persuasion Skills
      • Work Attitude and Values Enhancement (WAVE)
      • Handling Difficult Conversations
      • Work Ethics and Reliability
    • Business Communication >
      • Effective Business Writing
      • Technical Writing
      • Grammar Essentials
      • Business Communication (Written and Oral Skills)
      • Ethical Communication in the Workplace
    • Sales and Customer Service >
      • Sales Skills: Handling Customers
      • Creating Effective Sales Presentations
      • Sales Negotiation Workshop
      • Consultative Selling Skills
      • Advanced Sales and Customer Engagement Skills
      • Negotiation Skills Workshop
      • Customer Service Training
      • Customer Service Training for Tech Support
      • Phone Etiquette: Handling Phone Conversations
      • Handling Irate or Angry Customers
      • Customer Relationship Management
    • Business Support Training >
      • Fundamentals of Employee Relations
      • Bookkeeping and Accounting for Non-Accountants
      • Strategic Talent Acquisition
  • Contact
  • Meet the Experts
    • Donnie Baje
    • Jan Francis Calinao
    • Sonny Soriao Jr
    • Vicente Caraig III
  • Request for Proposal
  • Other Services
  • Privacy Policy
  • Class Videos
  • Insights & Resources
  • Testimonials
  • Cancellation Policy