CRM Fundamentals

Sales Pipeline Mastery

Design and optimize sales pipelines that convert. Learn stage management, forecasting, and automation techniques used by top-performing sales teams.

2-day intensive (12 hours)
Live Online
Intermediate

Course Overview

Your sales pipeline is the engine of your revenue. This course teaches you how to build, manage, and optimize pipelines that actually close deals. Based on patterns we've seen across 200+ implementations, you'll learn which pipeline stages work best, how to set up automation, and how to use data to improve your close rates. Includes real examples from manufacturing, retail, and B2B service companies.

What You'll Learn

  • Pipeline design principles and stage optimization
  • Lead qualification and scoring frameworks
  • Automation rules for stage transitions
  • Sales forecasting and reporting
  • Deal velocity analysis and improvement
  • Integration with email and calendar

Course Format

Duration

2-day intensive (12 hours)

Format

Live Online

Level

Intermediate

Language

English

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