SELLSY TRAINING COURSE TO STREAMLINE YOUR SALES MANAGEMENT AND AUTOMATE YOUR WORKFLOWS
Hack'celeration offers a dedicated Sellsy training program designed to help your teams unlock the full potential of this CRM and sales management tool. Our hands-on approach ensures you learn by doing: manage your contacts and opportunities, automate quotes and invoices, and take control of your sales pipeline with confidence. Whether you're a beginner looking to learn Sellsy step by step or an experienced user aiming to streamline and optimize your processes, our expert Sellsy agency empowers you to become more independent and significantly boost your team's productivity.
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Why take a Sellsy training?
- Fast results: set up your pipeline and create your first quotes/invoices during the session.
- No-code automations: follow-up reminders, payment tracking, team notifications.
- Clear organization: structured client records, segmentation, CRM best practices.
- Integrations: connect to your emails, ERP, marketing tools, and accounting systems with automation tools like Make.
- Human support: group sessions + weekly 1:1 coaching to adapt Sellsy to your business.
What you'll learn in our Sellsy training
MASTER THE FUNDAMENTALS OF SELLSY: CRM, CONTACTS & SALES PIPELINES
You’ll learn how to navigate the Sellsy interface, create and organize your customer and prospect records, and set up your first sales pipelines. The goal is to centralize all your data in one place and establish a clear method to track opportunities without losing key information. This module gives you the essential foundation to use Sellsy as a fully operational CRM, with techniques applicable across other CRM platforms like HubSpot as well.
ADVANCED SALES MANAGEMENT: OPPORTUNITIES, LEADS & SALES TRACKING
In this module, you’ll learn how to structure your sales opportunities and manage your sales cycles more effectively. You’ll discover how to track customer requests, assign sales tasks to your team, schedule follow-up actions, and measure the progress of every deal. The goal is to move from manual, time-consuming methods to a streamlined, measurable sales process.
QUOTES, INVOICING & PAYMENT TRACKING
You’ll learn how to create professional quotes, generate automated invoices, and maintain accurate payment tracking. We’ll cover how to customize your templates, manage billing statuses, and apply best practices to secure your payments. This module turns Sellsy into a powerful financial management tool you can rely on every day.
AUTOMATE YOUR FOLLOW-UPS, EMAILS & NOTIFICATIONS
You’ll learn how to set up automated follow-ups for your quotes and invoices, trigger personalized emails based on prospect actions, and configure internal notifications for your team. This module is designed to maximize efficiency and boost sales responsiveness, ensuring you never miss an opportunity or leave a payment pending.
REPORTING & DASHBOARDS TO DRIVE YOUR BUSINESS PERFORMANCE
With Sellsy’s reporting tools, you’ll learn how to analyze your sales performance in depth: track revenue, forecast results, monitor margins, and measure profitability. You’ll also discover how to build custom dashboards and interpret your KPIs to make smarter strategic decisions. This module shows you how to turn raw data into a powerful growth driver, with techniques you can also apply when organizing data in Airtable or similar database tools.
CONNECT SELLSY WITH YOUR TOOLS (ACCOUNTING, MARKETING, ERP)
In this final module, you’ll learn how to connect Sellsy with your existing ecosystem: accounting software, marketing automation campaigns, ERP platforms, and industry-specific tools. Discover how to set up automated workflows between systems to eliminate duplicate data entry and ensure seamless data consistency across your entire organization.
Why train with Hack'celeration?
AN EXPERT AGENCY THAT UNDERSTANDS YOUR REAL BUSINESS CHALLENGES



