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Best courses to learn CRM Management
Opportunity Management in Salesforce
The third course in the Salesforce Sales Operations Professional Certificate, Opportunity Management in Salesforce, is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, and how to use tools in Salesforce to manage opportunities and close sales deals in a real world business setting. This third course will give you a foundational understanding of how to help sales teams optimize the opportunity management process. Specifically, this course shows how a sales operations specialist would suppo
All levels
Query Your Data: SQL for the AI Era
Modern marketing analytics requires more than dashboards you need the ability to access and shape raw data. In Query Your Data: SQL for the AI Era, you’ll learn how to use SQL and AI tools together to extract, analyze, and validate marketing data across multiple sources. You’ll start by understanding how marketing data is structured across tables such as sessions, events, ads, and CRM records. You’ll learn how to use SQL joins to connect these sources and create campaign-level views that link ad spend to revenue outcomes. Rather than writing every query from scratch, you’ll focus on promptin
All levels
Business Intelligence & Visualization
Learn how to transform marketing data into dashboards, reports, and visual stories that support better business decisions. In this course, you’ll build data models and KPI frameworks that connect marketing objectives to measurable outcomes while learning how to design dashboards that are accurate, visually clear, and useful for stakeholders. You’ll use Looker Studio and spreadsheet tools to create interactive reports that combine data from platforms such as GA4, Google Ads, and CRM exports. Along the way, you’ll learn dashboard design principles, data visualization best practices, and storyt
All levels
Salesforce CLM & CPQ: Streamlining Contract Operations
In today’s competitive business landscape, mastering Salesforce CLM (Contract Lifecycle Management) and CPQ (Configure, Price, Quote) is a game-changer. This course provides the essential knowledge and skills to optimize contract operations and pricing strategies using Salesforce’s robust capabilities. Through hands-on training, you’ll learn how to configure Salesforce for CLM and CPQ, enabling your team to streamline the entire contract lifecycle—from creation and negotiation to execution. Gain expertise in designing efficient pricing workflows and automating approval processes to ensu
All levels
Dashboard Win Drivers
Understanding why deals are won is critical for improving sales performance. In this hands-on course, you will explore how to design and interpret dashboards that reveal the true drivers of win-rate. You’ll build a dashboard that visualizes sales outcomes by discount band, negotiation length, and AI-derived sentiment, then analyze those patterns to identify which factors matter most. Through guided walkthroughs, real-world examples, and non-technical hands-on activities, you’ll practice turning raw CRM and conversation data into insights sales leaders can act on. Designed for intermediate and
All levels
Salesforce Certified Administrator Course
Prepare for the Salesforce Admin certification — users, security, automation, and reports.
Beginner
Customer Success Manager: Fundamentals to your CSM career
Foundations of customer success in tech — onboarding, adoption, QBRs, churn signals, and the CSM day-to-day.
Beginner
HubSpot Sales Hub Software Certification
Free certification on running a sales process in HubSpot — pipelines, sequences, deal management, and reporting.
Intermediate
HubSpot Service Hub Software Certification
Free certification on delighting customers at scale — ticketing, knowledge base, feedback surveys, and success workflows.
Intermediate
HubSpot Revenue Operations Certification
Free certification on aligning marketing, sales, and service operations around shared data, processes, and forecasting.
Intermediate