What You'll Learn

  • Turn a revenue target into required wins
  • opportunities and pipeline value
  • then check it against your sales teams productive capacity month by month,Design sales territories and quotas that balance potential and workload
  • and roll them out with a clear rule
  • a dispute path and a change log,Rewrite your CRM stages as a funnel contract with entry criteria
  • exit evidence
  • an owner and a next action
  • so two managers put the same deal in the same stage,Run a weekly forecast review built on buyer evidence
  • not confidence
  • and measure forecast accuracy and bias after every period,Read pipeline health through six signals: coverage
  • conversion
  • aging
  • slippage
  • concentration and next-step hygiene
  • each tied to an owned action,Build a one-page sales performance scorecard where every metric has a formula
  • an owner
  • a threshold and an agreed management response,Write a CRM data contract and choose which sales processes to automate
  • with controls for exceptions
  • errors and rollback,Redesign weekly
  • monthly and quarterly sales meetings so every meeting ends with decisions
  • owners and dates,Learn with Mike Pritula
  • the #1 HR instructor on Udemy
  • alongside 2,000,000+ of his Udemy students,Leave with a 90-day Sales Ops roadmap for your own company: three priorities
  • milestones
  • owners and success signals

Requirements

  • Some experience in B2B sales
  • sales management
  • sales operations or sales analytics,Working knowledge of a CRM and of your teams sales funnel
  • sales plan and reports,Excel or Google Sheets for the revenue
  • capacity and pipeline calculations,No specific CRM is required: the rules work in Salesforce
  • HubSpot
  • Pipedrive
  • Dynamics or any other system,Access to your own companys sales data helps
  • but every lesson also works on a hypothetical B2B example

Description

This course contains the use of artificial intelligence

A $1,000,000 target. A $25,000 average deal. A 25% win rate. That is 40 wins and 160 qualified opportunities.
The only question is whether your team discovers that math in the last month of the quarter or builds it into the system on day one.

In many B2B companies, Sales Ops is treated as a report factory. Every manager reads the CRM stages differently, the Friday forecast rests on "I feel good about this deal", quotas are copied from last year plus a percentage, and the weekly sales meeting is an hour of status updates without a single decision. Every month the same gaps show up again: a missed quarter nobody saw coming, territories sellers argue about, a dashboard with forty charts and no owner.

After this course you run sales operations as one connected system. You translate the revenue plan into deal demand and productive sales capacity, design territories and quotas you can explain to any seller, write funnel rules that two managers apply the same way, and read pipeline health before it turns into a forecast miss. Your forecast is based on buyer evidence and measured for accuracy. Your scorecard shows only metrics that change a decision. Your CRM data has owners, your automation has controls, and your sales meetings end with decisions, owners and dates. You finish with a 90-day plan to put all of it into your own company.

The course is built and taught by Mike Pritula:

  • Founder of Pritula Academy and the person in charge of its strategy, including how the academy sells; 170,000+ students have trained there
  • 20 years in HR at Wargaming, Preply and iDeals; at iDeals he hired the company's Sales Operations Director and worked with the sales team as it rolled out a CRM that prompts each seller with the next action on a deal
  • PHRi, SHRM-CP and HCI sHRBP certified, HRCI representative in Eastern Europe
  • #1 HR instructor on Udemy, with 2,000,000+ students on Udemy

The course follows the working cycle of a Sales Operations Director, and every artifact feeds the next lesson. First you define the mandate of the function and map your current system on one canvas. Then you turn the revenue target into a capacity model, design territories and quotas, and set funnel rules for every stage. Next you learn to read pipeline health, manage the forecast and build a sales performance scorecard. Finally you set up CRM data and automation rules, redesign your operating cadence of weekly, monthly and quarterly meetings, and assemble a 90-day Sales Ops roadmap.

Each lesson runs about 45 minutes and ends with one practical assignment on your own sales team. Examples use hypothetical B2B data in US dollars, so you can check every formula before you enter your own numbers. The rules do not depend on a specific CRM: they work in any system your team already uses.

What's included:

  • Lifetime access to all materials
  • Active instructor support in Q&A
  • Udemy Certificate of Completion
  • 10 video lessons, over 7.5 hours in total
  • A practical assignment on your own company in every lesson
  • A PDF slide deck for every lesson
  • Ten fill-in templates: Operating System Canvas, Revenue-to-Capacity Model, Territory and Quota Design Sheet, Funnel Stage Contract, Pipeline Health Dashboard, Forecast Playbook, Sales Performance Scorecard, CRM Data and Automation Contract, Sales Operating Cadence Kit and 90-Day Sales Ops Roadmap
  • A section with additional courses, tools and resources

Every quarter without an operating system is another quarter of forecasts nobody trusts, quotas nobody believes and meetings nobody needs. The difference between a Sales Ops Manager and a Sales Operations Director is not the report you build, it is the system you own. Start building yours this week.

Enroll now and start your first lesson today.

Who this course is for:

  • Sales Operations Managers and Sales Ops analysts who want to move from building reports to owning the sales operating system,Heads of Sales and sales directors in B2B companies who need a reliable forecast
  • clean pipeline and plans the team can actually deliver,Sales Excellence and Sales Enablement leads who are asked to fix forecasting
  • CRM discipline and sales meetings,Newly appointed Sales Operations Directors who need a 90-day plan for their first quarter in the role,Founders and CEOs of growing B2B companies who want to set up sales operations before hiring a full team,CRM administrators and sales analysts preparing for a Sales Operations Manager or Director role
Sales Operations Director: Forecast, Pipeline, Quotas, CRM

Course Includes:

  • Price: FREE
  • Enrolled: 2 students
  • Language: English
  • Certificate: Yes
  • Difficulty: Beginner
Coupon verified 04:02 PM (updated every 10 min)

Recommended Courses

Defense Tech Recruiting: Security Clearance, ITAR, Veterans
0
(0 Rating)
FREE

Check U.S. person status before the interview, source cleared engineers, pitch the mission and forecast real start dates

Enrolled
Recruitment & Talent Acquisition: Strategy, Engagement & AI
4.5607734
(1150 Rating)
FREE
Category
Business, Human Resources,
  • English
  • 6940 Students
Recruitment & Talent Acquisition: Strategy, Engagement & AI
4.5607734
(1150 Rating)
FREE

Mastering Recruitment and Talent Acquisition: Strategic Planning, Candidate Engagement, and AI-Driven Recruitment

Enrolled
Developing Business Partnerships: The Complete Guide
4.49
(116 Rating)
FREE
Category
Business, Business Strategy,
  • English
  • 4800 Students
Developing Business Partnerships: The Complete Guide
4.49
(116 Rating)
FREE

Strategic Partnering, Negotiation, and Growth: Your Complete Guide to Building Strong Business Partnerships

Enrolled
Inclusive Product Development & Design for Product Managers
4.49
(51 Rating)
FREE
Category
Business, Management,
  • English
  • 3333 Students
Inclusive Product Development & Design for Product Managers
4.49
(51 Rating)
FREE

Inclusive Design for Product Managers: Build Accessible Products, DEI Strategies, AI Tools & Real-World Cases

Enrolled
Ethical AI for the Workplace: Safe, Smart & Responsible Use
4.4775968
(1496 Rating)
FREE
Category
Business, Other Business,
  • English
  • 10286 Students
Ethical AI for the Workplace: Safe, Smart & Responsible Use
4.4775968
(1496 Rating)
FREE

Practical guide to fairness, transparency, accountability, and privacy in ethical AI for workplace applications.

Enrolled
Prevention of Sexual Harassment (POSH): Offline, Online & AI
4.62
(249 Rating)
FREE
Category
Business, Management,
  • English
  • 1767 Students
Prevention of Sexual Harassment (POSH): Offline, Online & AI
4.62
(249 Rating)
FREE

Complete POSH training for employees: workplace sexual harassment, identifying, reporting, digital and AI risks.

Enrolled
Reskilling Your Organization: Build a Future-Ready Workforce
4.38
(72 Rating)
FREE
Category
Business, Management,
  • English
  • 4527 Students
Reskilling Your Organization: Build a Future-Ready Workforce
4.38
(72 Rating)
FREE

Identify Skills Gaps, Design Impactful Training Programs, and Drive Workforce Transformation with Confidence

Enrolled
Anti-Corruption and Anti-Bribery Training for the Workplace
4.5062895
(966 Rating)
FREE
Category
Business, Business Law,
  • English
  • 6213 Students
Anti-Corruption and Anti-Bribery Training for the Workplace
4.5062895
(966 Rating)
FREE

Anti-Corruption Strategies: Identifying Risks, Ensuring Compliance, and Fostering Ethical Practices in your organization

Enrolled
Generative AI for Human Resource Professionals: Gen AI in HR
4.4270463
(2867 Rating)
FREE
Category
Business, Human Resources,
  • English
  • 14243 Students
Generative AI for Human Resource Professionals: Gen AI in HR
4.4270463
(2867 Rating)
FREE

10,000+ Students, Transforming HR with Generative AI: Recruitment, Employee Engagement, and Ethical Gen AI Practices

Enrolled

Previous Courses

Sales Compensation Plan Design: Quotas, Commission, SPIFF
0
(0 Rating)
FREE

Build a sales incentive plan reps trust: OTE and pay mix, quota setting, accelerators, clawback and SDR, AE and AM plans

Enrolled
Non-Human Identity and AI Agent Security: IAM, SIEM, SOC
0
(0 Rating)
FREE

Find shadow AI agents, swap static API keys for short-lived tokens, detect rogue agents in the SIEM and stop them fast

Enrolled
Claude Certification CCAR-F: Exam Trainers + Mock Exam
0
(0 Rating)
FREE

Claude Architect Foundations prep: Agent SDK, Claude Code, MCP tool design, 84 practice questions and study games

Enrolled
Claude for Sales Teams: AI Sales Workflows with Claude AI
0
(0 Rating)
FREE
Category
Business, Sales,
  • English
  • 0 Students
Claude for Sales Teams: AI Sales Workflows with Claude AI
0
(0 Rating)
FREE

Use Claude AI to qualify leads, prep sales calls, write outreach and run deal reviews with Projects, Skills, Artifacts

Enrolled
CAPM Exam Prep: 90 Practice Questions + Mock Exam
0
(0 Rating)
FREE

Certified Associate in Project Management prep: master earned value, critical path, Scrum and business analysis for PMI

Enrolled
Certificación de Certiprof [CEHPC] en Ethical Hacking
4.67
(93 Rating)
FREE

Curso completo de CEHPC: Hacking Ético, OSINT, Pentesting y Reportes Profesionales de Ciberseguridad con Mucha Práctica

Enrolled
Midjourney For Beginners: Creating Visuals Using AI
4.53
(322 Rating)
FREE
Category
Marketing, Digital Marketing,
  • English
  • 52156 Students
Midjourney For Beginners: Creating Visuals Using AI
4.53
(322 Rating)
FREE

A practical Midjourney course for everyone who wants to learn how to use Midjourney to generate different images

Enrolled
Microsoft Copilot and Designer for Creative Work
4.5961537
(26 Rating)
FREE
Category
Business, Communication,
  • English
  • 617 Students
Microsoft Copilot and Designer for Creative Work
4.5961537
(26 Rating)
FREE

Create content, design faster, and think like a modern creator using Microsoft AI tools

Enrolled
Next.js: Build Scalable React Apps with Page & App Routers
4.4
(78 Rating)
FREE

Build fast, modern web apps with Next.js using Page and App Router

Enrolled

Total Number of 100% Off coupon added

Till Date We have added Total 1164 Free Coupon. Total Live Coupon: 1013

Confused which course 100% Off coupon is live? Click Here

For More Updates Join Our Telegram Channel.