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CRM, Lead Management and Sales Follow-Up

Categories: Sales & Marketing
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About Course

Use CRM records to support reliable sales decisions and appropriate follow-up. Practise data quality, lead routing, task controls, pipeline calculations, dashboards and customer handovers with synthetic records and tool-neutral workflows.

What Will You Learn?

  • LO01: Structure CRM records and identify data-quality defects.
  • LO02: Route leads and define appropriate follow-up controls.
  • LO03: Calculate and interpret pipeline and performance measures.
  • LO04: Prepare a reliable handover and prioritise record corrections.

Course Content

Structure reliable records
Understand CRM entities and repair data-quality problems.

  • 01. Understand CRM entities and useful fields
  • 02. Improve data quality without losing history

Manage leads and follow-up
Route work and design controlled task sequences.

Use pipeline information
Calculate forecasts and interpret operational dashboards.

Handover and review
Transfer commitments and complete an integrated record review.

Assessment

Earn a certificate

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