Small Business Courses
Learn about small business CRM from start to finish with Salesforce’s free courses for SMBs and startups.
Free small business courses on Trailhead
Trailhead Small Business Courses Overview
These courses provide small business owners with the knowledge and tools needed to manage customer relationships effectively. Learn how to implement and optimise a customer relationship management (CRM) system to enhance customer interactions, improve sales, and fuel business growth.
What You’ll Learn:
- CRM Basics – Understanding what a CRM is and why it’s essential for small businesses.
- Customer Data Management – Organising and leveraging customer information for better decision-making.
- Sales Pipeline Optimisation – Tracking leads, opportunities, and conversions efficiently.
- Automation and Workflows – Streamlining tasks to save time and improve productivity.
- Customer Engagement Strategies – Using CRM to personalise communication and boost retention.
- Integration with Other Tools – Connecting CRM with marketing, ecommerce, and support systems.
Take the first step with Starter Suite.
Discover the all-in-one CRM for small businesses. Starter Suite brings marketing, sales, service and commerce tools together, so you can grow your business with one easy-to-use suite.
Learn more from our small business resources
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Small Business Products
Starter Suite
Find out how to get started fast with Starter Suite our all-in-one solution with email outreach, sales, service, and commerce.
Pro Suite
Take your business to the next level with Pro Suite, the enhanced CRM suite built with marketing, sales, service and commerce tools in one easy to use app.
Small Business Marketing
Connect teams, create AI-powered campaigns, and personalise customer relationships with Marketing Cloud.
Small Business Sales
Win more deals with sales solutions for every small business. It's simple to get started and easy to grow with everything you need from lead to close.
Small Business Service
Keep customers happy with a service solution that connects you with your customers. No matter where or when they need help.
Small Business Commerce
Keep customers happy with a service solution that connects you with your customers. No matter where or when they need help.
Small Business Course FAQs
In a small business course, you can expect to learn fundamental concepts related to entrepreneurship, including business planning, marketing strategies, financial management, legal considerations, operational aspects, and customer relationship building.
Individuals who are aspiring entrepreneurs, current small business owners looking to enhance their skills, or anyone interested in understanding the intricacies of launching and managing a business would benefit from a small business course.
Yes, there are various types of small business courses, ranging from general entrepreneurship programmes to specialised courses in areas like digital marketing for small businesses, financial planning, sales strategies, or specific industry-focused training.
A small business course can help with securing funding by teaching participants how to develop compelling business plans, understand financial projections, and identify suitable funding sources, thereby preparing them to approach investors or lenders effectively.
Online small business courses offer benefits such as flexibility in learning pace, accessibility from anywhere, often lower costs compared to in-person programmes, and access to a diverse range of instructors and specialised content.
CRM training resources for small business teams include online courses, guided tutorials, certification programmes, product documentation, webinars and hands-on training. Choose resources based on your CRM platform, team roles and business needs
CRM training helps small business teams manage customer data, track leads and opportunities, improve sales processes and use CRM features more effectively.
CRM training should cover CRM fundamentals, contact and customer data management, lead and opportunity management, sales pipelines, automation, reporting, dashboards and CRM best practices.
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