Foundational · 18 min · 3 lessons
CRM Foundations
Build a clean account, contact and activity model for your team.
Model companies and people correctlyApply practical data-quality rules
300 pts
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Learn CRM skills.
Level up for real.
Master sales, service, customer data and automation through practical modules. Take live quizzes, earn badges and rise through the global ranks.
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Build your expertise
Lessons, practice and knowledge checks
16
Skill paths
8,050
Points available
16
Earnable badges
10
Global ranks
Learning paths
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Learn → practise → prove it
Intermediate · 22 min · 3 lessons
Sales Execution
Run a consistent opportunity process from qualification to revenue.
Qualify opportunities with evidenceBuild product-backed deal value
450 pts
Intermediate · 20 min · 3 lessons
Service Excellence
Turn incoming issues into owned, measurable customer outcomes.
Triage cases consistentlyPrevent service-level breaches
400 pts
Advanced · 28 min · 3 lessons
Customer Data & Identity
Unify fragmented customer signals into governed golden profiles.
Design deterministic match rulesExplain confidence and source lineage
600 pts
Advanced · 26 min · 3 lessons
Automation Architect
Design safe automations across records and related objects.
Translate a process into trigger, criteria and actionUse relationship paths safely
550 pts
Intermediate · 24 min · 4 lessons
Data Migration & Quality
Move operational data into SupaChrome with dependable mapping, deduplication and validation.
Prepare import-ready source filesMap standard and custom fields
500 pts
Advanced · 32 min · 4 lessons
Integration Engineering
Connect websites, apps, SFTP bridges and automation platforms to SupaChrome safely.
Create and govern integration sourcesSend validated custom-object records and relationships
600 pts
Intermediate · 25 min · 4 lessons
Reports & Forecasting
Turn live CRM records into defensible operating metrics and revenue forecasts.
Define metrics with consistent filtersRead pipeline and service trends
500 pts
Advanced · 30 min · 4 lessons
Industry CRM Builder
Adapt SupaChrome to gyms, sports clubs, services, retail and other operating models.
Translate business nouns into objectsDesign lookup relationships and required fields
650 pts
Intermediate · 28 min · 4 lessons
Orders, Channels & Stock
Connect products, customers, locations and financial outcomes in one order record.
Create a channel and set location-level stockRecord an order and see its product cost and margin
500 pts
Intermediate · 25 min · 3 lessons
Preferences, Content & Service
Protect marketing preferences, reuse approved content and respond to cases on time.
Manage subscribers without deleting customersReuse a BU image or HTML snippet
450 pts
Intermediate · 25 min · 4 lessons
Audiences & Segmentation
Build reusable audiences from customer records and their relationships.
Translate a business brief into precise criteriaUse related records without multiplying recipients
450 pts
Intermediate · 30 min · 4 lessons
Email Design & Personalization
Design responsive emails with images, clear calls to action and useful personalization.
Build and reorder visual blocksUpload images and preview changes live
550 pts
Advanced · 35 min · 4 lessons
Send Flows & Recurring Schedules
Build reliable follow-ups with engagement windows, waits and recurring audiences.
Connect and validate email pathsDistinguish a wait from an engagement window
650 pts
Advanced · 28 min · 4 lessons
Email Measurement & Deliverability
Read campaign email results, diagnose missing opens and respect unsubscribe choices.
Trace email activity to campaignsExplain unique opens and tracked clicks
500 pts
Intermediate · 22 min · 3 lessons
Personalized Automations & Trial Governance
Create record-aware follow-ups and operate a focused, safe practice org.
Personalize tasks from the triggering recordChoose live targeting or stored audience snapshots
400 pts
Rank journey
See every milestone ahead
Newcomer
0 points
Still ahead
CRM Explorer
250 points
Still ahead
Supa Builder
700 points
Still ahead
Data Ranger
1,300 points
Still ahead
Solution Architect
1,900 points
Still ahead
Automation Master
2,700 points
Still ahead
Insight Leader
3,400 points
Still ahead
SupaChrome Champion
3,900 points
Still ahead
Marketing Strategist
5,500 points
Still ahead
SupaChrome Trailblazer
6,500 points
Still ahead
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Learn in small steps
Focused lessons explain the CRM decisions that matter in real work.
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Practise in a Trial org
Use an independent playground BU to try each hands-on exercise safely.
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Prove and progress
Complete knowledge checks to earn badges, points and higher ranks.
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