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Strategic Foundation • Module 2

CRM Conversation Simulation

CRM Sales Ops Role Play 1

In this exercise, you will practice a conversational role-play with Alex, a Sales Operations Leader who is skeptical about a new CRM.

Your goal:

  • Ask good discovery questions
  • Handle objections around price and disruption
  • Keep the conversation focused on business value, not features

Selling a New CRM to a Sales Ops Leader

Practice handling objections and leading a value-focused discovery conversation.

Scenario Instructions:

Start by introducing yourself and validating Alex's current situation. Ask at least one discovery question before you offer any solution.

Start the conversation by introducing yourself and asking a discovery question.

Turn 0/3

CRM Sales Rep Role Play

In this exercise, you will practice a conversational role-play with Alex, a Sales Operations Leader who is skeptical about a new CRM.

Selling a New CRM to a Sales Ops Leader

Alex, Sales Operations Leader
Alex
Sales Operations Leader at NorthBridge Systems

Experienced and ROI-focused. Has led two previous CRM rollouts and is skeptical of tools that reps don't adopt.

Selling a New CRM to a Sales Ops Leader

Practice handling objections and leading a value-focused discovery conversation.

Scenario Instructions:

Start by introducing yourself and validating Alex's current situation. Ask at least one discovery question before you offer any solution.

Start the conversation by introducing yourself and asking a discovery question.

Turn 0/3

Pipeline Conversation

Pipeline ...

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