Sales training workflow for Tallyfy

Get new sales reps CRM-ready in five days

New sales reps fumble with CRM basics while deals slip through the cracks. This Tallyfy template walks trainees through seven modules covering login setup, data structure, pipeline management, and best practices - so everyone follows the same standards from week one.

7 steps
Import into Tallyfy Preview steps
Sales Software CRM

Run this workflow in Tallyfy

1
Import this template into Tallyfy and launch a new process for each sales hire, assigning modules to the trainee with manager oversight tasks
2
Set Tallyfy deadlines so Module 1 is due day 1, data structure training completes by day 2, and the full 7-module program wraps up within 5 business days
3
Track each trainee's progress in real-time through Tallyfy so managers know exactly which modules are complete and who needs help
Import this template into Tallyfy

Process steps

1

Module 1: CRM Overview & Introduction

1 day from previous step
task
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:
  1. Watch the CRM overview video (if available)
  2. Review the CRM quick-start guide
  3. Write down 3 questions for your manager
2

Module 2: Your CRM Tools & Integrations

1 day from previous step
task
Training Module 2 - Day 1
Learning Objectives:
  • Identify all CRM-connected tools you'll 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:
  1. List all tools that connect to your CRM
  2. Test one integration (e.g., send a test email)
  3. Note any tools you need access to
3

Module 3: Access, Login & Security Setup

2 day from previous step
task
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:
  1. Upload a professional photo
  2. Add your contact information
  3. Set your notification preferences
  4. Configure your email signature
4

Module 4: Understanding the Data Structure

2 day from previous step
task
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:
  1. Go to each object type
  2. Open 3 example records of each type
  3. Identify required fields (marked with *)
  4. Notice how records link to each other
5

Module 5: Data Entry Best Practices

3 day from previous step
task
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:
  1. Create a test contact following naming conventions
  2. Add a test company with all required fields
  3. Log a sample activity (call note or meeting)
  4. Link the records together correctly
6

Module 6: Key Features & Daily Workflows

4 day from previous step
task
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:
  1. Create a sample deal and move it through 2 stages
  2. Set 3 tasks with different due dates
  3. Create and save a custom filter
  4. Run one report and interpret the results
7

Module 7: Getting Help & Ongoing Learning

5 day from previous step
task
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:
  1. Bookmark the help documentation
  2. Note your CRM admin contact info
  3. Schedule a check-in with your manager
  4. Mark training complete when ready

Related templates

Ready to use this template?

Sign up free and start running this process in minutes.

Get started free
Follow Tallyfy