The non-sales guide to working with CRM
A 25-page no-nonsense CRM guide for marketers, SDRs, and sales ops!
What you’ll learn
- Core CRM terminology – Understand leads, accounts, and opportunities with visuals
- See how marketing, sales development, and customer success share data and hand off work
- Integration basics – Connect your email, marketing, and finance tools to reduce manual work
- Best practices for your role
- Learn what makes a good vs bad data handover between teams
Who this guide is for
- Marketers who generate and qualify leads
- Sales development representatives (SDRs and BDRs)
- Customer success managers tracking renewals
- Operations teams supporting sales processes
- Anyone who works within a CRM