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Sales CRM Fundamentals
Get introduced to the basics of Sales CRM including its tools, benefits and goals it helps to achieve.
5 Lessons | 30 mins
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Sales Acceleration Fundamentals
Get introduced to the basics of Sales Acceleration, its benefits, and practical applications of sales acceleration.
5 Lessons | 30 mins
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AI For Sales Fundamentals
Get introduced to how Artificial Intelligence concepts can be applied for sales and benefits of leveraging AI for sales.
5 Lessons | 30 mins
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Application of Sales Acceleration in CRM
Get introduced to how sales acceleration techniques can be applied in CRM.
5 Lessons | 30 mins
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Application of Machine Learning in CRM
Get introduced to how machine language techniques can be utilized in CRM.
6 Lessons | 40 mins
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Customer Data and Security Management in CRM
Get introduced on managing customer data and security in CRM.
5 Lessons | 30 mins
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Admin – Fundamentals
Learn to set up and start using the readily available functionalities of Kreato CRM including portal setup, users, roles, profile, etc.
5 Lessons | 30 mins
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Admin – Configuration
Learn how to configure and customize Kreato CRM modules, sales forecasting, targets, quote generation, dashboards and reports.
6 Lessons | 40 mins
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Admin – Email & Task Automation
Learn how to configure email, API, external triggers, report scheduling, and workflow task automation in Kreato CRM.
5 Lessons | 30 mins
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Admin – Lead Automation
Get trained to configure lead capturing and lead distribution automation.
5 Lessons | 30 mins
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User – Features Introduction
Get introduced to end-to-end features supported as part of Kreato CRM.
6 Lessons | 40 mins
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User – Fundamentals
Get trained on the basics of Kreato CRM and user activities like adding and managing leads, contacts, accounts, opportunities, and more.
5 Lessons | 30 mins
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User – Sales forecasting
Get trained to track sales targets achievement and revenue forecasts predictions.
6 Lessons | 40 mins
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User – Designing Sales Process
Learn how to design and set sales process to follow across leads and deals in Kreato.
5 Lessons | 30 mins
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User – Sales Engagement
Get trained on engaging customers from within Kreato CRM via various channels including email, voice calls and texting.
5 Lessons | 30 mins
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User – Analytics and Intelligence
Get trained to utilize the intelligence provided through pre-built dashboards and reports.
5 Lessons | 30 mins
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User – Drip Email Campaigns
Get trained to track sales targets achievement and revenue forecasts predictions.
6 Lessons | 40 mins
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Axlerate AI -Introduction
Get introduced to Axlerate AI – the sales acceleration AI platform of Kreato.
5 Lessons | 30 mins
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Using Axlerate AI for Lead Prioritization
Learn how to prioritize leads with profile fit and winning probability predictions derived using Kreato’s Sales Acceleration AI platform – Axlerate AI.
5 Lessons | 30 mins
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Using Axlerate AI for Pipeline Prescriptions
Learn how to avoid pipeline risks with pipeline prescriptions using Kreato’s Sales Acceleration AI platform – Axlerate AI.
5 Lessons | 30 mins
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Using Axlerate AI for Sales forecast Probability
Learn how to predict the probability of derived forecasts using Kreato’s Sales Acceleration AI platform – Axlerate AI.
5 Lessons | 30 mins
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Using Axlerate AI for Engagement Recommendations
Learn how to engage intelligently with recommendation derived using Kreato’s Sales Acceleration AI platform – Axlerate AI.
5 Lessons | 30 mins
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Using Axlerate AI for Email Intent Detection
Learn how to auto detect intention of email with auto intent tags using Kreato’s Sales Acceleration AI platform – Axlerate AI.
5 Lessons | 30 mins
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Using Axlerate AI for Team Performance Insights
Learn how to optimize team performance with team performance insights derived using Kreato’s Sales Acceleration AI platform – Axlerate AI.
5 Lessons | 30 mins
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Using Axlerate AI for Team Performance Coaching
Learn how to personalize team coaching using Kreato’s Sales Acceleration AI platform – Axlerate AI.
5 Lessons | 30 mins
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Using Axlerate AI for Auto Activity Capture
Learn how to automate capturing team activities using Kreato’s Sales Acceleration AI platform – Axlerate AI.
5 Lessons | 30 mins
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Using Axlerate AI for Lead & Opportunity Insights
Learn how to optimize lead & pipeline performance with insights derived using Axlerate AI.
5 Lessons | 30 mins
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Cloud Telephony Platform Integrations
A walkthrough of Kreato’s integration with various cloud telephony platforms.
5 Lessons | 30 mins
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Email Platform Integrations
A walkthrough of Kreato’s integration with various transactional email platforms.
5 Lessons | 30 mins
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Facebook Ads Integration
A walkthrough of Kreato’s integration with Facebook Ads and how to utilize Facebook Ads features in Kreato.
5 Lessons | 30 mins
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ClearBit Integration
A walkthrough of Kreato’s integration with ClearBit and how to utilize ClearBit features in Kreato.
5 Lessons | 30 mins
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Text Messaging Platform Integrations
A walkthrough of Kreato’s integration with various text messaging platforms.
5 Lessons | 30 mins