A practical mini-course on designing CRM systems that actually work for engineering-led and technical sales organizations. Covers lifecycle stages, field architecture, routing logic, automation governance, and the metrics that matter. Built from real implementations, not vendor documentation.
Also included with Pro membership — $299/mo
5 modules, 12 lessons
Most CRM problems are architecture problems. This module reframes how technical teams should think about their CRM as a system, not a tool.
2 lessons
Lifecycle stages are the backbone of your CRM. This module covers how to design stages that reflect your actual sales process, not your aspirational one.
3 lessons
Fields are the atomic unit of CRM data. This module covers how to design a field architecture that stays clean as your organization scales.
2 lessons
Automation should accelerate your process, not become a second process. This module covers how to build automations that stay maintainable.
2 lessons
Your CRM should answer questions, not just store data. This module covers the metrics architecture that makes your CRM a decision-making engine.
3 lessons
PDF worksheets and templates included with this course
CRM Architecture for Technical B2B Teams — Complete Worksheet
PDF · ~420 KB
Included in worksheet