CRM Fundamentals for Sales Teams
Investment
One-time payment, lifetime access
Includes 6 months of instructor support via Slack and access to template library with pre-built workflows
What You'll Learn
What You'll Cover
- Contact and account organization strategies
- Pipeline setup that matches your sales cycle
- Email sync and activity logging
- Lead scoring basics
- Building useful sales reports
- Automation for routine updates
Practical Projects
- Week 1-2
- Audit your current CRM usage and clean up duplicate contacts
- Week 3-4
- Design a pipeline structure and import historical deals
- Week 5-6
- Set up automated workflows and create your first dashboard
Each module includes real CRM screenshots and common troubleshooting scenarios you'll actually encounter.
Most sales teams either ignore their CRM or use about 10% of its features. This course fixes that.
You'll learn the practical mechanics of customer relationship management: setting up pipelines that match how you actually sell, automating repetitive data entry, and creating reports that tell you which deals need attention. We focus on Salesforce and HubSpot since they're what most companies use, but the concepts apply anywhere.
The goal isn't to become a CRM administrator. It's to spend less time updating fields and more time talking to customers. We cover contact management, deal stages, email integration, and basic automation. By the end, you'll know how to keep your pipeline clean without it feeling like homework.