Course Code: SM-01
Goal: Understand CUBE's integrated sales lifecycle, key module connections, and learn to navigate the Sales Management system efficiently.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Introductory (Ideal for new sales users, account executives, and pre-sales engineers)

Resources Provided:

• CUBE Sales Lifecycle Overview Diagram
• CRM and Sales Module Quick Start Guide
• Role-Based Navigation Tips
• "What's New" Sales Module Feature Highlights

Learning Objectives

By the end of this session, participants will be able to:

• Explain the full sales journey within CUBE from lead generation to project handoff.
• Identify how CRM, Engineering, Estimating, and Service modules interact with Sales Management.
• Navigate the Sales module based on their role (e.g., SDR, Account Manager, Sales Manager).
• Recognize recent updates and new functionalities within the Sales module.

Session Agenda

SM1.1 Overview of CUBE’s Complete Sales Journey

• Lifecycle flow: Lead ➔ Opportunity ➔ Estimate ➔ Proposal ➔ Project Award.
• Emphasis on seamless data movement and minimal manual entry across stages.

SM1.2 Key Module Integrations: CRM, Engineering, Estimating, and Service

• CRM: Capturing leads and opportunities.
• Engineering: Pulling scoping data and system design for sales alignment.
• Estimating: Generating quick estimates linked to opportunities.
• Service: Transitioning sold work into service agreements or startup contracts.

SM1.3 Role-Based Navigation and Best Practices

• Role-specific dashboard layouts.
• Navigating sales tasks, calendars, follow-up sequences.
• Best practices for managing pipeline stages and forecasting opportunities.
• Key shortcuts and tools for maximizing efficiency. 

SM1.4 What’s New in the Sales Module

• Overview of recent upgrades and new tools:
• Enhanced opportunity pipeline visualization
• AI-based lead scoring (if enabled)
• New proposal generation features
• Improved reporting capabilities
• Tips for immediate adoption and impact.

Hands-On Preview (Optional if time allows)

• Navigate to a sample opportunity.
• Explore linked engineering and estimating data.
• View updated dashboard widgets and sales reports.

Post-Session Action Items

• Bookmark core sales screens for daily use.
• Review active leads and validate opportunity stages.
• Explore new tools mentioned and identify quick wins for your role.

Note: When scheduling, make sure to include this session code: SM-01

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