CRM Training & Best Practices Workflow

Training Module 1 - Day 1 Learning Objectives:Understand what CRM stands for and its purpose Learn how CRM supports sales and customer relationships Recognize how your role connects to the CRM system Key Concepts:CRM = Customer Relationship Management Central database for all customer interactions Shared visibility across teams Action Items:Watch the CRM overview video (if available) Review the CRM quick-start guide Write down 3 questions for your manager

Training Module 2 - Day 1 Learning Objectives:Identify all CRM-connected tools you will use Understand how data flows between systems Know which tools sync automatically vs manually Tools to Review:Email integration (Gmail/Outlook sync) Calendar integration for meetings Phone/calling tools if applicable Marketing automation connection Action Items:List all tools that connect to your CRM Test one integration (e.g., send a test email) Note any tools you need access to

Training Module 3 - Day 2 Learning Objectives:Successfully log into the CRM system Set up secure authentication Configure your user profile Setup Checklist:Request access from your manager or IT Use your company credentials to log in Set up two-factor authentication (2FA) if required Bookmark the login page for quick access Install mobile app if available Profile Configuration:Upload a professional photo Add your contact information Set your notification preferences Configure your email signature

Training Module 4 - Day 2 Learning Objectives:Understand how contacts, companies, deals, and activities are organized Know which fields are required vs optional See how your data connects to other teams work Core Objects to Understand:Contacts: Individual people you interact with Companies: Organizations (accounts) that contacts belong to Deals: Sales opportunities with stages and values Activities: Tasks, calls, meetings, and notes Hands-On Practice:Navigate to each object type Open 3 example records of each type Identify required fields (marked with *) Notice how records link to each other

Training Module 5 - Day 3 Learning Objectives:Follow company naming conventions Complete all required fields correctly Log activities and notes promptly Maintain data quality standards Best Practices:Naming: Use consistent formats (e.g., First Last, Company Inc.) Completeness: Fill all required fields - partial data is unusable Timeliness: Log activities same day - memory fades quickly Accuracy: Double-check before saving - clean data helps everyone Practice Exercise:Create a test contact following naming conventions Add a test company with all required fields Log a sample activity (call note or meeting) Link the records together correctly

Training Module 6 - Day 4 Learning Objectives:Create and manage deals through the pipeline Set up tasks and reminders effectively Use filters and saved views Run reports relevant to your role Features to Master:Pipeline Management: Move deals through stages, update values Task Management: Create follow-up tasks, set due dates Search & Filter: Find records quickly, save frequent searches Reports: View dashboards, run activity reports Practice Exercises:Create a sample deal and move it through 2 stages Set 3 tasks with different due dates Create and save a custom filter Run one report and interpret the results

Training Module 7 - Day 5 (Final Module) Learning Objectives:Know where to find help documentation Understand the support escalation path Report issues through proper channels Continue learning after initial training Support Resources:Help Docs: Check the knowledge base first Manager: Ask for guidance on workflows CRM Admin: Contact for access or config requests Bug Reports: Use proper channel for technical issues Final Steps:Bookmark the help documentation Note your CRM admin contact info Schedule a check-in with your manager Mark training complete when ready