Set Up a CRM So No Lead Gets Lost
Compare Salesforce Sales Cloud, HubSpot Sales Hub, Zoho CRM and more, then build live: import 50 sample leads and build a 5-stage pipeline on a free CRM plan.
Not scheduled yet — no date, time or fee fixed. The most-voted topic is hosted next.
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Suggested mentor
Ajay Singh
Founder, Brand with Ajay · brandwithajay.com
About mentor & skills Visit siteBrandWithAjay
About the suggested mentor
Ajay Singh
Founder, Brand with Ajay · brandwithajay.com
Ajay Singh connects brand positioning, marketing and reputation with the business question behind them. BrandWithAjay helps learners make their value easier to understand and build clear messages, useful content and a consistent brand presence.
Skills & expertise
- Brand Positioning
- Personal Branding
- LinkedIn Content
- Marketing Strategy
- Visual Identity
- Reputation Building
A suggested match for this topic. The trainer and session details will be confirmed when the webinar is scheduled.
Learn this topic with a mentor
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- Bring your own work — code, campaign, report or plan
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- Time, format and fee confirmed by email first
What this session would cover
Proposed outline — the mentor finalises the agenda once this topic is scheduled.
- 1The real problem: leads live in WhatsApp chats, notebooks and memory
- 2The tool landscape: Salesforce Sales Cloud, HubSpot Sales Hub, Zoho CRM, Dynamics 365 Sales, Pipedrive, Freshsales, LeadSquared, Close, Bigin — what each is for and where they overlap
- 3How to choose: team size, integrations, where your data lives, and today's pricing and availability (checked live, not from memory)
- 4Live practical task: Import 50 sample leads and build a 5-stage pipeline on a free CRM plan
- 5Build the reusable output together: CRM pipeline stage definitions
- 6When you don't need a new tool at all, then live Q&A on your own setup
Who it's for
- • Business owners, founders and team leads choosing tools for their team
You'd leave with
- CRM pipeline stage definitions
- A shortlist of 2–3 options from Salesforce Sales Cloud, HubSpot Sales Hub, Zoho CRM, Dynamics 365 Sales and others, with the criteria to pick one
- Hands-on practice: import 50 sample leads and build a 5-stage pipeline on a free CRM plan
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