One to One Courses Sales I

CUBE Sales Management

PART I: Foundations of Sales Management

About This Program

This course is part of the CUBE Sales Management Full Training Program, designed to help you master every stage of the Sales workflow using the CUBE platform.

The full training consists of four parts. While each part can be taken individually, we highly recommend completing all five to ensure a complete understanding of the platform and unlock the full potential of CUBE.

Each session includes:

• Self-paced video resources
• One-on-one coaching with a CUBE Expert Coach
• Hands-on practice using your own projects or sample files

Start with the part that fits your current needs—or follow the full program from beginning to end for the most impactful learning experience.

Course Curriculum

Session 1 – Introduction to CUBE Sales Management

Code: SM-01

Goal: Understand CUBE's integrated sales lifecycle and navigation.

Overview of CUBE's complete sales journey from lead to close
Key module integrations: CRM, Engineering, Estimating, and Service
Role-based navigation and best practices
What’s new in the Sales Module

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Session 2 – Contact Management

Code: SM-02

Goal: Master creation and organization of individual contacts.

Definition and purpose of contacts
Creating, editing, deleting, and mass importing contacts
Linking contacts to customer profiles for enhanced CRM