This course provides a practical introduction to outside sales operations and workflow processes used in industrial and technical sales environments. It is designed for employees, sales representatives, and support staff who need to understand how sales systems and internal tools function.

The course covers key operational tasks such as managing backorder reports, tracking parts, and handling manufacturing history data. It also explains how to fill installation-related forms and process transfer requests within sales systems.

Learners will understand how to manage storage tanks, relief valves, and technical product details used in field sales operations. The course also includes guidance on parts request and verification processes, helping teams ensure accuracy in ordering and inventory management.

In addition, it introduces how to search and access technical manuals and support documentation for specific equipment. The course also covers converting OEM parts to aftermarket alternatives and managing open order and invoicing reports.

Finally, learners will get an introduction to CRM tools such as Pipedrive, including email setup and linking leads with deals to improve sales tracking and communication efficiency.

By the end of this course, learners will have a strong understanding of outside sales operations, technical workflows, and CRM systems used in professional sales environments