What you’ll take away.
- Record contacts and opportunities with clear minimum information
- Define pipeline stages using observable criteria
- Document follow-ups so a teammate can take them over
NextNowa
Your training in detail
- Who is it for?
- Sales teams, founders and customer owners who want to establish a reliable CRM workflow.
- Prerequisites
- Basic spreadsheet skills; no existing contact data is needed for the exercise.
- Format & planning
- Scope agreed with the client
Agenda: from understanding to application
Our independently developed agenda proposal. Focus areas, lab environment and scope are agreed before booking.
CRM basics and clean data capture
Opportunities, stages and entry criteria
Document activities, tasks and handoffs
Pipeline review and team data quality
PRACTICE & TRANSFER
Model a sample sales process with four stages, required fields and one documented next step per opportunity.
Exams, licences & credentials
No recognized qualification included.
Vendor references & review date
Sources checked on 2026-10-23. These sources describe the technology or external exam requirements. They do not imply a partnership with NextNowa.
Your learning content
These objectives describe the training topic. The specific syllabus, duration, dates, trainer and price are agreed before booking.
Individual offer: Availability and delivery are confirmed on enquiry.