Skip to main content
by learnformula
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
  1. Courses
  2. /Marketing
  3. /Product Management

Boosting Your Pipeline with Your CRM

Use your pipeline as tool for proactive selling

Created byBigger Brainsworkspace_premiumBest Instructor
BeginnerUpdated Sep 20, 2024

What You'll Learn

  • check_circleDiscuss why being in control of the sale is the key to a successful pipeline
  • check_circleIdentify ways to capture NST in your CRM
  • check_circleDefine the difference between reactive and proactive selling
  • check_circleIdentify the key reasons pipeline management fails
  • check_circleIdentify strategies to use when parked or stalled
  • check_circleRemove “Hopium” from your CRM pipeline
  • check_circleDefine the TRACK system for pipeline management
  • check_circleDiscuss ways to improve business relationships
  • check_circleDefine the differences between coaching and managing
  • check_circleList helpful questions to ask when coaching
  • check_circleIdentify helpful topics for pipeline discussions in each stage of the process
  • check_circleList seven statements that will ensure you are self-correcting and developing as a sales professional

About This Course

Learn how to be proactive in your selling instead of reactive and find a way to stay in control of the sale 

Sales experts, authors, and professional trainers Marissa Pensa and Stacia Skinner will present a different way of going after business for both sales representatives and their managers. Do you want a tool that will help you self-correct before it's too late and your pipeline has dried up?  

Learn how to use your pipeline as a strategy tool to help sustain sales not only now but also in the future, and how to incorporate that strategy into your CRM. Marissa and Stacia will also introduce you to their TRACK system for pipeline management, which will help you put your time and focus on the right accounts each week. You'll even learn useful ways to coach your team to greater success using these tools! 

Course Content

3 activities • 10 videos • duration: 1h 33m

remove
Overview3 videos • 1 quiz • 28 min
  • videocamIntroduction
    Duration 7:55
  • videocamYour Pipeline in Your CRM
    Duration 9:56
  • videocamStaying in Control of the Sales Cycle
    Duration 10:53
  • quizKnowledge Check
add
Pipeline Management 5 videos • 1 quiz • 47 min
add
Guidelines2 videos • 1 quiz • 18 min

Your Instructor

Bigger Brains

Powering Productivity, One Brain at a Time!

menu_book105 courses
star3,393 reviews

Combining TV-style video production with modern graphics and animation, Bigger Brains courses are popular with both learners and training professionals around the world. Our top teachers and subject matter experts have real-world experience and create the most realistic and comprehensive training courses possible. Bigger Brains courses are built in a unique “Teacher/Learner” style, featuring two people on camera to recreate some of the interactivity and physiological benefits of classroom training, including dialogue, humor, and practical use case examples. This Uniquely Engaging™ video-based format is more enjoyable and more effective than traditional eLearning formats.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

5.0 out of 5
Student's Choice
6 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

You May Also Like

  • Ethics: Business Ethics

    2026 Ethics and Corporate Compliance

    starRated5.0out of 5,(556 reviews)
    2 CPD hrs
  • Finance: Budgeting & Financial Forecasting

    Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World

    starRated5.0out of 5,(113 reviews)
    2.5 CPD hrs
  • Accounting & Tax: Technology for Accountants

    Claude Fundamentals for Accountants (2026 Update)

    starRated5.0out of 5,(646 reviews)
    2.5 CPD hrs