Unit 4: Needs Analysis, Planning, Flowcharting, and Learning New CRM Skills
Pillar #1: Understanding Their Customer Lifecycle, Business Model, & Pain Points Through Active Listening & Detailed Questions
Why It’s Important to Learn How to Plan
The Initial System Outline is the Bible of Revenue Operations
Exploring Publicly-Available Information
Prepping for Your Needs Analysis
Camber Dynamics: Needs Analysis
Some Other Sample Needs Analyses
Pillar #2: Solving Problems Through Active Planning
Beginning to Build Our Initial System Outline
Creating the Flowchart
Where Does the Final System Plan Fit In?
Final Tips and Tricks for System Planning
Pillar #3: Building it with Software
Preparing to Use Your Plan to Actually Build a CRM
What If I Don’t Know How to Build the CRM I’ve Planned?
Continuing CRM Education
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Continuing CRM Education

Unit 4: Needs Analysis, Planning, Flowcharting, and Learning New CRM Skills Pillar #3: Building it with Software Continuing CRM Education

The resources are there for the taking!

Zoho: The Workflow Academy

HubSpot: HubSpot Academy

Salesforce: Salesforce Trailhead

Udemy and Skillshare are other options to look into.

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Unit 4: Needs Analysis, Planning, Flowcharting, and Learning New CRM Skills Pillar #3: Building it with Software Continuing CRM Education
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