EnquireBeginnerTechnology
CRM & Sales Technology
Be the candidate who's productive from day one.
5 hrs5 CPD hrsBeginnerCertificate
About this course
Get hands-on with the tools modern sales teams use every day — CRM hygiene, pipeline management, sequences and reporting — so you walk in already knowing the workflow.
What you'll learn
- Navigate a CRM and keep clean, useful records
- Manage a pipeline and forecast honestly
- Use sequences and tasks to stay organised
- Read the dashboards managers care about
Skills you'll gain
CRMPipeline managementSales toolingReporting
Curriculum
3 modules · 8 lessons
1
CRM fundamentals
3 lessons
- What a CRM is really for10 min
- Contacts, accounts and deals12 min
- Practice: log a deal end to end15 min
2
Working your pipeline
3 lessons
- Stages, tasks and next steps11 min
- Forecasting without fiction10 min
- Module quiz9 min
3
Reporting and final assessment
2 lessons
- Dashboards managers love10 min
- Final assessment18 min
Keep going
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