CRM Architecture for Technical B2B Teams
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
Course Modules
5 modules, 12 lessons
Why CRM Architecture Matters
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
Designing Lifecycle Stages
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
Field Architecture and Data Model
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
Routing, Automation, and Governance
Automation should accelerate your process, not become a second process. This module covers how to build automations that stay maintainable.
2 lessons
Measuring What Matters
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
What You'll Learn
- Design lifecycle stages that reflect how your business actually sells
- Build a field architecture that supports both reps and reporting
- Implement routing and automation rules without creating tech debt
- Create a governance framework that keeps your CRM clean over time
- Set up dashboards and metrics that leadership actually trusts
Downloadable Resources
PDF worksheets and templates included with this course
CRM Architecture for Technical B2B Teams — Complete Worksheet
PDF · ~420 KB
Included in worksheet