Operations & Systems
CRM Mastery: Build a Customer Relationship Management System That Grows Revenue
Turn Your CRM Into a Revenue Engine
12 lessons4 modules9h 15m durationintermediate level
About this course
Most businesses invest in a CRM and then underuse it — contacts pile up, deals stall, and follow-up is inconsistent. This course teaches you to design, populate, and operate a CRM as a revenue engine: from structuring your pipeline with named stages to automating lifecycle campaigns that increase customer lifetime value. Every lesson uses real platforms, real numbers, and worked examples from service, SaaS, and product businesses so you can apply the frameworks immediately regardless of what you sell.
Curriculum
Module 1: Pipeline Architecture and Deal Management
- How to Design a Pipeline That Reflects Reality, Not Wishful ThinkingPreview
- Deal Hygiene: The Weekly Review Process That Keeps Your Pipeline Honest🔒
- Forecasting Revenue from Your Pipeline: Weighted and Commit Methods🔒
Module 2: Lead Scoring and Contact Segmentation
- Building a Lead Scoring Model from Scratch🔒
- Contact Segmentation: The Right Message to the Right Person at the Right Time🔒
- Using Lead Data to Prioritize Sales Outreach🔒
Module 3: Automation, Follow-Up, and Lifecycle Workflows
- CRM Automation Fundamentals: Triggers, Conditions, and Actions🔒
- Building a Follow-Up Sequence That Closes Deals Without Being Annoying🔒
- Lifecycle Marketing: From First Touch to Loyal Customer🔒
Module 4: CRM Analytics, Reporting, and Continuous Improvement
- The Five CRM Metrics That Actually Predict Revenue🔒
- Contact and Campaign Reporting: Measuring What Your CRM Tells You About Marketing🔒
- The Quarterly CRM Audit: A Continuous Improvement System🔒
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