Training Videos

CRM Tutorials

Step-by-step video guides for the Customer Growth & Communication Tool — from a full platform walkthrough to opportunities and pipelines.

Learn the Tool

Learn the Customer Growth & Communication Tool

Watch these tutorials to get comfortable with the platform — from a full walkthrough to managing opportunities and pipelines.

Topic: Platform Overview

CRM Tool Walkthrough

Get a full walkthrough of YB Marketing's Customer Growth & Communication Tool — how the platform is organized and how your team can use it day to day.

Ideal if you're new to the CRM or want a refresher on the core features that keep leads and follow-up on track.

Topic: Opportunities and Pipelines

Opportunities & Pipelines

Learn how to work with opportunities and pipelines in the Customer Growth & Communication Tool so you can track deals, move prospects through stages, and keep your sales process clear.

This tutorial helps you turn contacts into organized opportunities your team can actually act on.

Ready to Grow?

Need CRM help?

Our team can set up, train, and support your Customer Growth & Communication Tool so it actually gets used. Reach out anytime.