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CRM Fundamentals (HubSpot/Salesforce)

CRM Fundamentals (HubSpot/Salesforce)
Customer Relationship & Retention

CRM Fundamentals (HubSpot/Salesforce)

A customer relationship management system is only as useful as the way it is set up and used. This e-learning material explains core CRM concepts such as contacts, companies, deals, pipelines and activities, with examples drawn from HubSpot and Salesforce. It suits business owners, sales staff and marketers who want to organise customer data and plan follow-up with more confidence.

Levels
4
Starting from
225 credits
Category
Customer Relationship & Retention
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Beginner

  • What this level covers

    You work through what a CRM is and the core records it holds: contacts, companies, deals and activities. It covers basic navigation in HubSpot and Salesforce, entering and updating records correctly and using simple views to see who needs follow-up.

  • Who it suits

    This level suits people who have heard of CRM systems such as HubSpot or Salesforce but have not used one properly. It fits small business owners, new sales assistants and marketers who keep customer details in spreadsheets or inboxes.

  • What you can apply afterwards

    You should be able to explain what a CRM does for a business, add and update contacts, companies and deals accurately and use a basic view or list to decide which customers to follow up with first.

Level 1

225 credits

Inside this material

Spreadsheets and scattered inboxes make it hard to see where each customer relationship stands. This e-learning material introduces the ideas shared by most CRM platforms, using HubSpot and Salesforce as reference points, so you can understand how records, properties, pipelines and tasks fit together before you configure anything.

Early levels cover organising contacts and companies, recording interactions and building a simple sales pipeline that reflects how your business actually sells. Later levels look at keeping data clean, using views and reports to spot opportunities, basic automation for reminders and follow-ups, and agreeing how a team should use the system consistently.

Because platforms and plans differ, you are encouraged to compare features against your own needs, then apply the principles to the tool your business uses or is considering.