Welcome to the CRM Sales: A Business-First Approach Course!
Learn how real-world Sales processes work from CRM consultant and industry expert Esteban Gonzalez. This self-paced course is designed for CRM professionals who want to bridge the gap between technical configuration and business strategy.
In this course, you’ll explore:
- Sales processes for both B2B and B2C models
- Key concepts such as leads, accounts, opportunities, quotes, and metrics
- Practical exercises including pipeline building, lead qualification, and quote generation
- Real-world scenarios and case studies based on actual customer implementations
- Sales metrics, integrations, and strategy-building activities
Use the left navigation links to browse the lessons and topics. Each section includes video lectures, downloadable resources, and hands-on activities to help you confidently apply CRM principles to real business needs.