ANC CRM Training
A role-based CRM training program for working cleanly, finding records fast, and keeping pipeline data reliable.
ANC CRM Training
One CRM. One standard. Every deal, venue, placement, and number you can trust.
This is the operating manual for using the CRM as the shared source of truth across Technology, Venue Services, Media & Sponsorship, Proposals, and Leadership. Not where the buttons are — how to work so the next person who opens a record can trust what they see.
40+
hands-on lessons
5
role tracks
100%
audio narrated
60+
copy-ready AI prompts
How the program works
- 1
Do Core first — navigation, record hygiene, the assistant, and the working standard everyone shares.
- 2
Complete the track that matches your role — Sales, Proposals, Services, Media & Sponsorship, or Leadership.
- 3
Use the workflow guides and prompt cheat sheets as your day-to-day reference after training.
Start with the situation
Pick the path by the problem in front of you:
What landed on your desk?
If
A client asks for pricing
Then
Open the deal, check the Company, confirm Bid Status, and move into proposal work.
If
A venue has an issue before an event
Then
Open the Company, check tickets and recent activity, then use the Services track.
If
An RFP lands with a deadline
Then
Triage the RFP, price the deal, generate the SOW, and make sure the files attach back to the CRM opportunity.
If
Leadership asks for a number
Then
Ask the assistant, then open the records behind the answer before sharing it.
The standard
Use the CRM with the same standard you would use for a client-facing proposal or an internal revenue review:
The five rules every lesson reinforces
- Find the right record before creating a new one — duplicates create bad history and wasted follow-up.
- Keep status fields current — stage, owner, close date, amount, bid status, and next step drive every dashboard.
- Write notes someone else can use — what happened, what changed, what happens next.
- Use shared views instead of personal spreadsheets — team information belongs in a team surface.
- Ask the assistant for speed, then verify important numbers at the source record.
Training order
Do Core first. Then complete the vertical that matches your day-to-day work. Leadership users should complete Core plus Leadership, then skim the verticals they oversee.
Start here
Core — for everyone
Navigation, record hygiene, daily workflows, the assistant, Company cleanup, and CRM numbers.
Working Standard
The baseline rules for clean records, clean ownership, reliable notes, and trustworthy dashboards.
Then choose your role
I own relationships and revenue
Sell the work: pipeline, pricing status, estimates, proposals, handoff, dashboards, and owner-level deal management.
I price deals and build SOWs
Use Mirror Mode, generate one-pagers, track Pricing Complete, and manage the RFP queue.
I keep venues running
Track the work: Company context, tickets, venue activity, service history, and the day-to-day operating rhythm.
Media & Sponsorship
Placements, Nielsen verification, sponsor contracts, campaign history, and sponsorship dashboards.
Quick Start for Leadership
Cross-vertical dashboards, forecasts, pipeline quality, win/loss, export discipline, and AI-assisted review.
What each lesson gives you
Every lesson starts from actual work — an RFP landing, a venue issue, a board number — not an abstract feature tour.
Each workflow shows the repeatable click path in the CRM and the same action asked of the assistant in plain English.
The mistakes that actually happen — duplicates, stale stages, wrong app — with the fix and the prevention.
A quick self-test at the end of each lesson so you know the workflow stuck before you move on.
Common questions
Which app do I use?
Use the ANC app, not Standard. If dashboards or views look missing, check the top-left app switcher.
Where do I log an RFP?
Log it on the CRM Opportunity with Bid Status set to RFP Received.
How do I mark pricing done?
Use Pricing Complete on the CRM opportunity, or generate the one-pager in the Proposal Engine when that workflow applies.
Where do tickets live?
Service Dashboard creates and manages tickets. The CRM shows linked ticket history for Company context.