All tracks

Career track

Sales / CRM / Pipeline Operations

Keep the CRM clean and the pipeline honest so sales leaders can plan.

Preview · Sample data — Demo track. Approximate time ~42h. Completing this can make you eligible to be considered for related roles. It does not guarantee an interview, a match or a placement.

Roles this prepares you for

Sales Operations Associate
CRM Administrator (junior)
Revenue Operations Analyst

Before you start

  • Professional Foundations
  • Digital Work Foundations

Learning, in order

1 of 6 completed. DOI-built courses open here; provider courses open on the provider's own site.

  1. 1. Professional Foundations (DOI)

    DOI Practical Lab · DOI-native · ~5h

    Open
  2. 2. Digital Work Foundations (DOI)

    DOI Practical Lab · DOI-native · ~4h

    Open
  3. 3. Revenue Operations Foundations

    HubSpot Academy · External provider — no partnership · ~6h · Completed (learning recorded, not proof of skill)

    Browse provider catalog

    Opens on HubSpot Academy · exact course not yet chosen

  4. 4. Salesforce Admin Beginner Trail

    Salesforce Trailhead · External provider — no partnership · ~12h

    Start course

    Opens on Salesforce Trailhead

  5. 5. Pipeline Reporting Practical (DOI)

    DOI Practical Lab · DOI-native · ~5h

    Open
  6. 6. Forecasting with Spreadsheets

    DOI Practical Lab · DOI-native · ~6h

    Open

Practical work

  • Pipeline Reporting Practical (DOI)
  • Forecast with stated assumptions

Skills developed

HubSpot CRM
Salesforce
Pipeline reporting
Forecasting

Evidence you will hold

  • Weekly pipeline report with caveat
  • Forecast workbook

To become placement-ready

What usually still stands between finishing the learning and being introduced.

  • DOI Verified Assessment on pipeline reporting
  • DOI interview