sales-operations
2 free lessons tagged sales-operations 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.
Pipelines, the Customer Lifecycle, and Automation
A CRM's data model becomes useful when it tracks movement: prospects advancing through a lifecycle and deals advancing through a pipeline. This lesson covers the sales pipeline and its stages, the marketing-to-sales lifecycle with MQLs and SQLs, the three types of CRM, and the automation that removes busywork.
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.