Office Hours Special: Full Guide to Sales & CRM

Before a project is planned or resourced, it’s sold. In under 30 minutes, we’ll show you how to manage your Sales & CRM workflow from start to finish.

Whether you’re building your CRM from the ground up or optimizing your current process, this session provides practical steps you can apply immediately.

You’ll also get a sneak peak (or two) into our upcoming features.

Learn how to:

• Set up and organize your CRM in Productive with Companies and Contacts
• Build and manage your sales pipeline, including stage setup, layouts, and custom fields
• Progress deals from first opportunity to getting your proposal signed
• Create competitive sales offers with Scenarios and forecast with projected revenue and reporting tools
• Use integrations and AI to connect and scale your sales workflow