CRM Sales Management
Run sales in a CRM: lead generation, qualification, opportunity management, pipeline, forecasting, follow-up, closing and retention.
Level & requirements
Develop specialised, job-ready professional expertise.
- Required experience
- Solid working experience in the field; ready for specialised, job-ready work.
- Prerequisites
- None — you can start today.
- Career roles this supports
- CRM SpecialistProfessional
CRM Sales Management is a professional, project-driven course designed for career-focused learners. Across 32 lessons in 8 modules you build hands-on skills, complete practical exercises, and finish a real project that is assessed against professional standards.
What you will learn
- Generate and qualify leads
- Manage a sales pipeline
- Forecast and close deals
- Retain and grow customers
Curriculum
Lead Generation
Sources of leads · Inbound and outbound · Campaign tracking · Lead quality
- Lessons are being published.
Lead Qualification
Qualification criteria · Scoring · Handoff to sales · Disqualification
- Lessons are being published.
Opportunity Management
Qualifying opportunities · Stages and criteria · Advancing deals · Deal hygiene
- Lessons are being published.
Sales Pipeline
Pipeline design · Managing pipeline · Pipeline reviews · Bottlenecks
- Lessons are being published.
Forecasting
Forecasting methods · Weighted pipelines · Commit and best case · Forecast accuracy
- Lessons are being published.
Follow-Up
Follow-up cadence · Task management · Next steps · Persistent follow-up
- Lessons are being published.
Closing
Closing techniques · Proposals and negotiation · Closing records · Win and loss review
- Lessons are being published.
Customer Retention
Why retention matters · Onboarding · Account health · Expansion and renewals
- Lessons are being published.
Requirements
- No prior experience required
- A computer with internet access
- Commitment to the practical project