SendPulse CRM Training
After completing the course, you will be able to confidently work with CRM and automate key sales and communication processes.
Free
Certification
1 hour
SendPulse CRM Training
After completing the course, you will be able to confidently work with CRM and automate key sales and communication processes.
Free
Certification
1 hour
Our course caters to
any professional in the industry
Entrepreneurs
You will organize your sales, structure your client base, and set up workflows without any technical knowledge.
Marketers and Sales Managers
You will learn how to process leads quickly and automate communications. You will be able to control your sales funnel and see the full picture of your interactions with customers.
Technical Specialists
Online stores, online schools, consultants, agencies—anyone who wants to learn how to connect their website, payments, chatbots, and CRM into a single system.
Course program
Introduction to SendPulse CRM
- How CRM works and why businesses need it
- Dashboard, profile, roles, and account structure
Pipelines and Deals
- Creating and setting up pipelines
- Working with deals: creating, statuses, quick editing
- Calendar, history, filters, export
- Automation of deals using Automations
Contacts and Companies
- Contact cards, tags, attributes, import and export
- Working with companies and contacts
- UTM tags
- Contacts automations
CRM Team and Tasks
- Roles, access, responsibilities
- Task creation and management
- Task board, calendar, history, comments
- Task automation
eCommerce
- Payments, statuses, manual and automatic actions
- Creating of payment links
- Adding and managing products
SendPulse Ecosystem Integrations
- CRM + Automations
- Integration with online store
- Online courses: student progress, certificates
- Chatbots and lead transfer
- Pop-ups and forms on the website
Externall integrations
- Mail (Gmail/IMAP)
- Google Calendar
- Telephony
- Integration Marketplace
- CRM API
Analytics
- Key metrics, pipeline efficiency
- Analytics by managers, leads, and tasks
Use cases
- E-commerce and retail
- Online courses and experts
- Service business
Training expert
Anton Voroniuk
CBDO Webpromoexperts, Амбасадор SendPulse
Certificate of completion
Complete this course and pass the test to earn your certificate of completion from the SendPulse Academy.
Reviews
У цього курсу ще немає відгуківReviews
У цього курсу ще немає відгуківThe SendPulse Academy in numbers
6200+
Certificates issued
5.2 M
Views on YouTube
250+
Experts at live events
All-in-one automation platform, specializing in email, SMS, and chatbot marketing. With a toolkit encompassing everything from landing pages to CRM, SendPulse is at the forefront of innovative marketing solutions.
All-in-one automation platform, specializing in email, SMS, and chatbot marketing. With a toolkit encompassing everything from landing pages to CRM, SendPulse is at the forefront of innovative marketing solutions.
Got questions? Ask us!
academy@sendpulse.com
