A step-by-step journey to mastering sales, automation, and growth with Kylas CRM.
This series is designed to help founders, marketers, and sales leaders move from simply using a CRM to building a predictable growth engine. At each stage, we’ll go deeper from setting up your system to mastering automation, AI, and intelligence-driven sales.
Founder & CEO
Where every climb begins. At this stage, we focus on setting up your CRM correctly -building your pipelines, defining your sales process, and getting your team aligned. It’s about creating clarity before automation.
Welcome to the first episode of the Base Camp series! Vikram Kotnis, Founder & CEO of Kylas, introduces the fundamentals of CRM setup — learn how to drive growth, enhance visibility, and automate your sales process.Watch now to transform your CRM into a business engine!
Learn how to set up Account-Based Marketing (ABM) inside Kylas CRM — define target accounts, create custom pipelines, and automate workflows for more efficient, account-based sales. Watch now to scale your B2B business like never before!
Learn how to set up your B2C CRM for success in this Base Camp episode with Vikram Kotnis. From lead capture and nurturing to retention, discover how AI and smart workflows can streamline your process. Watch the full video for actionable insights to boost your sales and retention.
Now that your system is set up, it’s time to make it run without you. In this phase, we dive into workforce lead scoring, agentic automation, and efficiency frameworks.
In this episode of Growth with Kylas, we uncover how to simplify multi-channel sales using automation, smart workflows, and AI scoring. Turn your CRM from a record-keeper into a true growth engine.
In this episode of Growth with Kylas, learn how to create customized dashboards that align with your business goals. Track conversion rates, funnel velocity, and real-time performance trends. Use AI-backed filters and visual reports for instant insights to optimize your sales process.
In this episode of Growth with Kylas, our Founder, Vikram Kotnis, shares over 20 years of marketing and sales experience, explaining how to align your marketing processes with your CRM for real growth. Learn how to build SOPs, structure campaigns, and create forward-looking reports using ready AI-based templates.
In this video, Vikram Kotnis, Founder of Kylas, explains how to set up a scalable sales process by aligning your CRM with clear, measurable goals. Learn how to establish the right OKRs, calculate your ideal pipeline, and structure your sales team to maximize revenue predictability. Turn your CRM into a true growth engine, backed by process, not just hustle.
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