Using Customer Relationship Management (CRM) Beginner
The course "Using Customer Relationship Management (CRM)" by NetSuite teaches sales professionals how to manage leads, opportunities, forecasts, and customer interactions within NetSuite. Designed for sales representatives and CRM administrators, it solves the challenge of inefficient sales cycle tracking, with 74% of high-growth companies citing CRM proficiency as critical to revenue operations. Learners gain hands-on skills in quote management, pipeline reporting, and automation workflows.
This course prepares learners for the NetSuite SuiteFoundation Certification exam, which validates core CRM and ERP competencies. Koenig Solutions provides official vendor-authorized courseware and 30-day lab access, ensuring mastery of real-world CRM tasks. Graduates are equipped to optimize sales performance and advance into roles like CRM Analyst or Sales Operations Manager.
Training Formats & Pricing
100% Happiness Guarantee · Free Rescheduling · Secure Payment
Course Overview
Master the NetSuite CRM platform with our comprehensive Using Customer Relationship Management (CRM) training course, designed for sales professionals and administrators. This training provides comprehensive coverage of core CRM functions such as creating leads, managing opportunities, setting up sales territories, establishing quotas, and configuring commissions. Learners will also master forecasting, pipeline management, and customer interaction tracking within the NetSuite platform. With over 30,000 businesses globally using NetSuite to streamline their CRM processes, this skill set is in high demand across industries ranging from SaaS to distribution.
Participants engage with hands-on learning through 27 video-based tutorials that guide them step-by-step through real-world CRM configurations in a live NetSuite environment. The course covers key tools and features including Sales Rules, Advanced Forecasting, Email Templates, Online Lead Forms, and the Last Sales Activity (LSA) SuiteApp. Students build and configure end-to-end sales workflows, including converting leads to prospects, generating quotes, creating sales orders, and approving transactions. A key project involves designing a personalized Smart Sales Dashboard with KPIs, trend graphs, and report snapshots to monitor performance metrics. All labs are conducted directly in the NetSuite web interface, ensuring practical, applicable experience.
This course prepares learners for the NetSuite CRM Administrator or NetSuite Sales Consultant certification paths, credentials recognized industry-wide for validating functional expertise and strategic advisory skills. Certified professionals earn an average salary of 95,000 to 130,000 dollars annually, with top-tier experts commanding higher rates based on project scope and complexity. Koenig Solutions enhances this learning path with 1-on-1 training options, ensuring personalized attention and flexible scheduling tailored to individual needs. By mastering CRM functionality in NetSuite, participants position themselves to lead digital transformation initiatives, improve sales efficiency, and advance into senior consulting or solution architect roles within the growing NetSuite ecosystem.
What You'll Learn
Prerequisites
- Familiarity with NetSuite navigation and core features is essential for effectively using Customer Relationship Management (CRM) in NetSuite.
- Experience with fundamental NetSuite record types such as leads, contacts, and customers helps you manage client data efficiently.
- Understanding sales force automation (SFA) processes within NetSuite enables you to streamline your sales pipeline and improve conversion rates.
- The ability to perform common tasks using SuiteAnswers training resources ensures quick problem-solving and continuous learning.
- Knowledge of creating and managing online lead forms in NetSuite allows you to generate and capture leads seamlessly.
- Experience working with sales preferences, territories, and quotas in NetSuite helps optimize your sales strategies and target the right customers.
Certification Exam
Everything you need to know about the Using Customer Relationship Management (CRM) certification exam
Course Curriculum
Structured learning with hands-on labs and real-world scenarios
1
Day 1– NetSuite CRM Setup and Personalization
2
Day 2– Managing Contacts and Leads in NetSuite
3
Day 3– Opportunities and Sales Transactions
4
Day 4– Sales Forecasting and Commissions
5
Day 5– CRM Reporting and Best Practices
What's Included in Your Training
Every enrollment comes packed with resources to maximise your learning and exam success
Exam Preparation Materials
Practice Test Questions (200+)
Certificate of Completion
Post-Training Support (30 days)
Session Recording Access
Free Rescheduling (7+ days notice)
Career Outcomes
of Using Customer Relationship Management (CRM) certified professionals report career advancement within 6 months
Salary Impact
Average salary increase reported after obtaining the Using Customer Relationship Management (CRM) certification
*Source: Glassdoor / LinkedIn 2025
Job Roles
- NetSuite CRM Specialist
- NetSuite Administrator
- CRM Consultant
- Sales Operations Analyst
- Customer Success Manager
- Business Systems Analyst
Companies Hiring
and 5,000+ organizations worldwide seeking Using Customer Relationship Management (CRM) certified professionals
Course Student Reviews
Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.
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“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
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Enterprise Client ✓ Verified -
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“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified -
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“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
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“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
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“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified -
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified -
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified -
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified
-
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified -
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified
-
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified -
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified
-
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified -
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified
Resources
Learn more about Using Customer Relationship Management (CRM) before you enroll
What is NetSuite Functional CRM? A Beginner’s Guide
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Read ArticleHappiness Guarantee
We are so confident in the quality of our training that we offer a full money-back guarantee. Not satisfied? Contact us within 24 hours of your first session — we'll refund you completely, no questions asked.