CRM & Sales Operations
A beginner-to-job-ready CRM and sales operations course for Indian SMEs, IT academies, real estate firms, service providers and startups. Learners set up Zoho CRM, Bigin and HubSpot CRM, learn Salesforce fundamentals, clean and import customer data, capture and score leads, design pipelines, automate follow-up, connect email and WhatsApp, forecast sales and build dashboards in the CRM and in Excel or Google Sheets. They also learn data privacy, CRM administration and the limits of AI sales assistants, and see which features are free, paid or enterprise-only. The course teaches entry-level CRM executive, sales operations and CRM admin work, not CRM consulting or sales operations leadership.
- Duration: 14 weeks
- Modules: 12
- Fee: Rs 9,999
- Field: HR & Operations
Roles this track prepares you for
- CRM Executive
- CRM Administrator
- CRM Coordinator
- Sales Operations Executive
- Sales Operations Analyst
- Sales Coordinator
- Sales Support Executive
- Zoho CRM Executive
- Lead Management Executive
Curriculum
- CRM & Sales Operations Fundamentals - Introduces CRM and sales operations in plain terms: what they do, the sales funnel, process and customer lifecycle, the tool landscape of Zoho CRM, Bigin, HubSpot and Salesforce with free versus paid differences, the roles from CRM executive to sales operations manager, and CRM use in Indian business types.
- What CRM and Sales Operations Do in 2026
- The Sales Funnel, Sales Process and Customer Lifecycle
- CRM Tools Compared: Zoho CRM, Bigin, HubSpot and Salesforce, Free versus Paid
- Sales Operations Roles: From CRM Executive to Sales Operations Manager
- CRM for Indian SMEs, IT Academies, Real Estate, Service Providers and Startups
- Hands-On CRM Setup: Zoho CRM, Bigin, HubSpot & Salesforce Basics - Builds first hands-on skill: Zoho CRM free edition with modules, layouts and fields, Zoho Bigin pipelines and contacts for small teams, HubSpot CRM free setup with properties and views, Salesforce fundamentals in a free Trailhead Playground, and the CRM data model of leads, contacts, accounts, deals and activities.
- Zoho CRM: Free Edition, Modules, Layouts and Fields
- Zoho Bigin: Pipelines and Contacts for Small Teams
- HubSpot CRM: Free Setup, Properties and Views
- Salesforce Fundamentals: Objects, Apps and a Free Trailhead Playground
- CRM Data Model: Leads, Contacts, Accounts, Deals and Activities
- Lab: Set Up the Same Small Business in Two CRMs
- Customer Database: Data Quality, Import/Export & Duplicates - Teaches how to keep customer data clean: data quality standards and validation, importing and exporting data after cleaning sheets, finding, merging and preventing duplicates, and contact management with a single customer view, tags, lists and views.
- Data Quality: Required Fields, Standards and Validation
- Data Import and Export: Cleaning Sheets Before You Load
- Duplicate Management: Finding, Merging and Preventing Duplicates
- Contact Management: Single Customer View, Tags, Lists and Views
- Lab: Clean, Import and De-Duplicate a Messy Customer List
- Lead Capture, Sources & Consent - Covers getting leads into the CRM correctly: lead sources for Indian businesses, web forms and landing pages, capturing leads from Meta and Google ads, WhatsApp and phone calls, and intake rules for source tracking, consent and data privacy.
- Lead Sources for Indian Businesses: Web, Ads, Calls, Walk-Ins and Referrals
- Web Forms, Landing Pages and Lead Capture Setup
- Capturing Leads from Meta and Google Ads, WhatsApp and Phone Calls
- Lead Intake Rules: Source Tracking, Consent and Data Privacy
- Lab: Capture Leads from Three Sources into a Free CRM
- Lead Qualification, Scoring & Assignment - Teaches how to decide which leads matter: qualification with BANT, fit and intent, rule-based lead scoring in Zoho CRM and HubSpot, AI-assisted scoring with Zia, Breeze and Einstein and what each plan includes, and lead assignment by round-robin, territory and ownership rules.
- Lead Qualification: BANT, Fit and Intent
- Rule-Based Lead Scoring in Zoho CRM and HubSpot
- AI-Assisted Lead Scoring: Zia, Breeze and Einstein, and What Each Plan Includes
- Lead Assignment: Round-Robin, Territory and Ownership Rules
- Lab: Qualify, Score and Assign 50 Leads
- Sales Pipeline Design & Deal Management - Covers turning the sales process into a pipeline: stages, exit criteria and probabilities, pipelines for real estate, IT academies and service businesses, deal management with values, products, quotes and close dates, and reviewing won, lost and stalled deals.
- Pipeline Design: Stages, Exit Criteria and Probabilities
- Pipelines for Real Estate, IT Academies and Service Businesses
- Deal Management: Values, Products, Quotes and Close Dates
- Won, Lost and Stalled Deals: Reasons and Reviews
- Lab: Design and Build a Pipeline for a Business
- Follow-Up, Lead Nurturing & Workflow Automation - Teaches how to stop leads going cold: logging calls, meetings, tasks and notes, follow-up and lead nurturing with cadences, reminders and drip messages, workflow rules with triggers, conditions and actions, and task automation with approvals and required steps.
- Sales Activities: Calls, Meetings, Tasks and Notes
- Follow-Up and Lead Nurturing: Cadences, Reminders and Drip Messages
- Workflow Rules: Triggers, Conditions and Actions
- Task Automation and Process Control: Auto-Tasks, Approvals and Required Steps
- Lab: Automate Follow-Up for a New Lead
- Email, WhatsApp & Third-Party Integrations - Covers connecting the CRM to the channels customers use: email templates, tracking and sequences, WhatsApp through the Business API with templates, opt-in and plan needs, call logging and telephony integration, and third-party integrations for forms, payments, accounting and automation tools.
- Email in the CRM: Templates, Tracking and Sequences
- WhatsApp and the CRM: Business API, Templates, Opt-In and Plan Needs
- Call Logging and Telephony Integration for Sales Teams
- Third-Party Integrations: Forms, Payments, Accounting and Automation Tools
- Lab: Connect Email and WhatsApp to a CRM Pipeline
- Customer Segmentation, Lifecycle & Funnel Optimization - Teaches how to grow revenue from existing data: customer segmentation by lifecycle stage, source, value and behaviour, customer lifecycle management from lead to repeat customer, funnel analysis and conversion optimization, and retention, upsell, referral and win-back follow-ups.
- Customer Segmentation: Lifecycle Stage, Source, Value and Behaviour
- Customer Lifecycle Management: From Lead to Repeat Customer
- Funnel Analysis and Conversion Optimization
- Retention, Upsell, Referral and Win-Back Follow-Ups
- Lab: Segment a Customer Base and Fix Three Funnel Leaks
- Sales Forecasting & Performance Tracking - Covers measuring and predicting sales: sales KPIs such as conversion rate, win rate, cycle length and activity, forecasting by pipeline, weighted and quota-based methods, and sales performance tracking with targets, leaderboards and rep reviews.
- Sales KPIs: Conversion Rate, Win Rate, Cycle Length and Activity
- Sales Forecasting: Pipeline, Weighted and Quota-Based Methods
- Sales Performance Tracking: Targets, Leaderboards and Rep Reviews
- Lab: Forecast a Quarter and Review Team Performance
- CRM Dashboards & Reporting - Teaches reporting managers can use: tabular, summary and funnel reports in the CRM, dashboards for pipeline, activity and source views, Excel and Google Sheets for CRM data with pivot tables and charts, and a reporting rhythm of daily, weekly and monthly sales reviews.
- Reports in the CRM: Tabular, Summary and Funnel Reports
- Dashboards That Managers Use: Pipeline, Activity and Source Views
- Excel and Google Sheets for CRM Data: Pivot Tables and Charts
- Reporting Rhythm: Daily, Weekly and Monthly Sales Reviews
- Lab: Build a Sales Dashboard and a Weekly Report
- CRM Administration, AI Sales Operations & Capstone - Closes the course: CRM administration with users, roles, permissions and data protection, AI-powered sales assistants and agents with their limits, a three-part capstone that sets up and runs a CRM for a fictional business, and portfolio, interview preparation and career paths in CRM and sales operations.
- CRM Administration: Users, Roles, Permissions and Data Protection
- AI-Powered Sales Operations: Assistants, Agents and Their Limits
- Capstone I: Design, Set Up and Load a CRM for a Business
- Capstone II: Automate, Integrate and Run Three Weeks of Sales Activity
- Capstone III: Report, Forecast and Present Recommendations
- Portfolio, Interview Preparation and Career Paths in CRM and Sales Operations
Frequently asked questions
How long is the CRM & Sales Operations course?
It runs for 14 weeks, with 12 modules. It is self-paced online learning from EasySkill Career Academy, Surat.
How much does the CRM & Sales Operations course cost?
The fee is Rs 9,999.
What will I build in CRM & Sales Operations?
Every module ends in a graded practical task that AI checks in about 30 seconds, so you finish with a portfolio you can show to employers or clients.
Which roles does CRM & Sales Operations prepare me for?
It prepares you to apply for roles such as CRM Executive, CRM Administrator, CRM Coordinator, Sales Operations Executive, Sales Operations Analyst. It does not guarantee a job or income.
Can I learn online, or do I have to visit a centre?
You can learn fully online. EasySkill also has centres in Adajan, Vesu and Bhestan, Surat, if you prefer to visit.
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