CRM Sales: A Business-First Approach

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CRM Sales: A Business-First Approach

This course equips you with the real-world strategies, best practices, and hands-on insights needed to align CRM technology with sales success. Whether you're looking to advance your career, optimize sales operations, or build a strong foundation in CRM, this course will give you the expertise to stand out.

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The overview

Confident with CRM theory but unsure how to apply it to real sales situations? You’re not alone. Many CRM professionals struggle to bridge the gap between what they know and how businesses actually sell.

CRM Sales: A Business-First Approach was built to solve that problem. It moves beyond the software to give you a practical understanding of how real sales operations work—and how to align CRM solutions with business needs. Through real-world examples and insights, you’ll gain the clarity and confidence to lead sales-related CRM projects with impact.

Learn practical Apex coding skills Gain practical skills to solve real-world sales challenges
can use on the job

Master the sales process

Clearly articulate end-to-end B2B and B2C sales processes to stakeholders.

Optimize lead management

Learn proven strategies for effectively gathering, qualifying, and converting leads.

Understand account management

Navigate the complexities of different account types like Bill-To, Ship-To, and Person Accounts.

Manage diverse sales contacts

Efficiently organize and leverage contacts to improve daily sales operations.

Harness the power of sales pipelines

Use pipelines to forecast accurately, manage deals effectively, and drive revenue growth.

Integrate products and quotes seamlessly

Learn how quotes, product management, and revenue recognition directly impact sales effectiveness.

Drive performance with metrics

Identify and utilize key sales metrics to enhance performance and achieve business goals.

Master CRM integrations

Seamlessly connect CRM systems with broader business operations and improve cross-departmental collaboration.

Learn with real-world applications, not just theory

Stop relying solely on theory.

Master real-world CRM sales processes and confidently deliver practical, impactful solutions.
Gain the practical knowledge and skills to transform your CRM expertise into real business results.

Self-paced learning: Progress through the material at a speed that suits you.
Hands-on Exercises: Work with real coding examples to apply what you've learned.
Expert Guidance: Benefit from instructor-led support to navigate the course material.

Interactive Coding Challenges: Reinforce key concepts through coding exercises and challenges.
Certificate upon Completion: Showcase your achievement with a certificate that validates your skills.

Who should enroll in this course?

This course is perfect for CRM professionals at all stages of their careers who want to bridge the gap between theoretical CRM knowledge and practical sales execution

CRM Consultants aiming to align technology effectively with real business challenges.
CRM Administrators focused on streamlining sales operations and enhancing CRM impact.

CRM Business Analysts seeking to deeply understand sales processes within CRM contexts.
Graduates and Junior CRM Professionals looking to establish a robust foundation in sales-centric CRM practices.

Meet your CRM Sales Business course instructor

Esteban Gonzalez brings over a decade of real-world consulting and sales experience directly into this course. Having started his career managing sales with Salesforce in the Data Center infrastructure sector, Esteban deeply understands the challenges faced by sales professionals. His unique journey from frontline sales user to seasoned Salesforce consultant equips him with invaluable insights you simply won’t find elsewhere.

Esteban has successfully delivered Salesforce solutions across diverse industries, including Sales, Service, Manufacturing, Experience, and Commerce Clouds, guiding global businesses and non-profits to real CRM success.