ANC
CRM TrainingCore — Start Here (Everyone)

Core — Start Here

The foundation everyone needs before their vertical track. Three short lessons.

Listen to this lesson
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30 min Everyone Core

This is the foundation. Everyone does this first, no matter which side of the business you're on — sales, services, sponsorship, design, leadership. Then you move on to your role track.

Here's why it exists. ANC's work runs through venues: LED displays going into NFL stadiums, NBA and NHL arenas, MLS grounds, NCAA facilities. Every one of those projects touches multiple people — someone sold it, someone priced it, someone is installing it, someone will service it for years. The CRM is where all of that meets. When the records are clean, anyone can pick up an account cold and know exactly where things stand. When they're not, people work from memory, numbers drift, and clients notice.

Scenario: someone asks you for an account update, a pipeline number, an owner, or a service status. You should know where to look, what to trust, and how to ask the assistant without creating duplicate records or bad data. That's the whole Core track in one sentence.

It takes about 30 minutes total, and you can stop and come back any time.

Core scenario

Situation

Someone asks for a status, number, owner, contact, or next step while the team is moving fast.

Goal

Find the right record, read the source fields, ask the assistant when useful, and leave the record cleaner than you found it.

Proof

You can point to the Company, Opportunity, Ticket, dashboard, or note that supports your answer.

The core path

  1. 1

    Orient yourself: records, lists, views, dashboards.

  2. 2

    Work to the standard: no duplicates, clear owner, useful notes.

  3. 3

    Run the daily basics: create, find, update, favorite, filter.

  4. 4

    Use the assistant: ask, verify, then act.

What You Learn First

  1. Get oriented — log in, read the screen, understand records, lists, views, and dashboards.
  2. Work to the standard — prevent duplicates, keep ownership clear, write usable notes, and verify important numbers.
  3. Run the daily basics — create, find, update, favorite, filter, note, and review stale work.
  4. Use the assistant — ask for searches, summaries, missing-field checks, notes, and numbers.

Then Go Deeper

Once the four lessons above feel natural, the rest of Core sharpens specific muscles:

How to Get the Most Out of This

  • Do the exercises in the live CRM. Every lesson ends with a "Now you try" step against real records. Reading alone doesn't build the habit; two minutes of clicking does.
  • Learn both paths. Every task is shown two ways — the click path and the ask-the-assistant path. Learn both, then use whichever is faster for the moment you're in.
  • Adopt the standard early. The single biggest thing you can do for the whole team is search before you create and leave a note when you change something meaningful. Everything else builds on that.

Choose What Comes Next

Where this lives:CRM crm.ancsports.net → ANC workspace

Core happens in the CRM and applies to every other tool. The habits here — search first, update the source record, verify before you quote a number — carry straight into the Proposal Engine, the Service Dashboard, and every report leadership reads.

Key takeaways

  • Everyone does Core first; your role track builds on it.
  • The CRM is the shared memory of every venue relationship — clean records keep it trustworthy.
  • Every task has two paths: click it, or ask the assistant.
  • Do the exercises live; the habit forms in the real system, not on this page.

RFP to Win Workflow

A cross-tool workflow map from RFP received through proposal, SOW, CRM attachment, and won/lost status.

Getting Around

Log in, understand the CRM layout, and learn how records, lists, views, and dashboards fit together.

On this page

What You Learn FirstThen Go DeeperHow to Get the Most Out of ThisChoose What Comes Next