Coming soon
CRM & Revenue Operations
Turn your CRM into the system your revenue runs on.
This programme is in development. The outline below is a draft and dates, format and pricing are not yet set.
Overview
CRM architecture, pipeline design, lead management and reporting. These are the foundations that let sales, marketing and operations finally work from the same picture.
What you will be able to do
- Design a CRM structure that fits your business
- Build pipelines that match how you really sell
- Set up lead management that's fair and fast
- Create reports your leadership will actually read
- Connect the CRM to everything around it
Curriculum
- 01
CRM architecture
Objects, properties and a structure that scales.
- 02
Pipeline management
Stages, definitions and keeping data clean.
- 03
Lead management
Capture, assignment and follow up.
- 04
Sales process design
Making the system match how people sell.
- 05
Reporting
Dashboards that answer real business questions.
- 06
Systems integration
APIs, webhooks and connected tools.
Who it’s for
- Revenue operations professionals
- Sales and marketing leaders
- CRM administrators
Prerequisites
- Access to a CRM helps but isn't required