business-software
4 free lessons tagged business-software across Business. Each one is a short sequence of focused steps with narration and a five-question quiz at the end — take them in any order, no signup required.
HubSpot, Inbound, and the All-in-One Platform
HubSpot grew from a marketing philosophy: attract customers with useful content rather than chase them. This lesson explains inbound and the flywheel that replaced the funnel, HubSpot's freemium free-CRM model, the Hubs that make it all-in-one, and how its approach contrasts with Salesforce's.
Salesforce Objects, Fields, and Relationships
Salesforce's data model is the CRM model made concrete: standard objects like Account, Contact, Lead, Opportunity, and Case, extended by custom objects and fields. This lesson covers those objects, how lookup and master-detail relationships link them, and how lead conversion turns a raw prospect into a real relationship.
The Salesforce Platform and Its Clouds
Salesforce is the largest CRM, but it is more than a CRM: it is a metadata-driven platform you configure rather than code. This lesson explains multi-tenant cloud architecture, why configuration beats code, what an org is, and how the clouds (Sales, Service, Marketing, and more) are apps on one shared foundation.
What a CRM Is, and the Data Model Underneath
A CRM is not software you use, it is the single record of every customer relationship a company has. This lesson explains what a CRM really is, the core data model, companies, people, leads, deals, and activities, and how those objects link together to turn scattered interactions into one coherent picture.