CRM and Sales Automation Specialist

Course Overview

This practical training program equips participants with the skills required to implement and manage Customer Relationship Management systems and automate essential sales processes. Participants will learn how to organize customer data, design sales pipelines, capture and qualify leads, automate follow-ups, monitor team performance, and use CRM insights to increase conversion rates and strengthen customer relationships.

What You Will Learn

By the end of the program, participants will be able to:

Understand CRM concepts and their role in business growth.
Translate sales processes into structured CRM workflows.
Organize and maintain accurate customer and company records.
Design pipelines that reflect different stages of the sales cycle.
Capture, segment, score, and assign leads automatically.
Build automated follow-up and sales communication sequences.
Integrate CRM platforms with forms, email, and other business tools.
Create dashboards for sales activities and performance indicators.
Improve data quality, user adoption, and system governance.
Design a complete CRM and sales automation solution.

Who Should Attend

CRM administrators and aspiring CRM specialists.
Sales representatives, supervisors, and managers.
Business development and customer relationship professionals.
Marketing and lead-generation specialists.
Sales operations and revenue operations professionals.
Entrepreneurs and small-business owners.
Freelancers and digital transformation professionals.

Course Curriculum

Module 1: CRM Strategy and Sales Process Design

Understand CRM components, benefits, platforms, and implementation stages.
Map customer journeys from initial contact to retention.
Define sales stages, activities, responsibilities, and qualification criteria.
Select CRM features according to business and team requirements.

Module 2: Customer Data and Pipeline Management

Configure contacts, companies, leads, deals, and custom fields.
Design sales pipelines for different products, services, or customer segments.
Apply lead segmentation, scoring, assignment, and prioritization rules.
Establish data-quality standards and duplicate-management procedures.

Module 3: Sales Workflow Automation

Automate lead capture from forms, advertising platforms, and landing pages.
Create follow-up sequences, reminders, tasks, and notifications.
Automate deal-stage updates, assignments, approvals, and escalations.
Design workflows that improve response time and prevent lost opportunities.

Module 4: Integration, Reporting, and Performance Management

Integrate CRM systems with email, calendars, websites, and communication tools.
Track conversion rates, pipeline value, sales velocity, and acquisition sources.
Build dashboards for individual, team, and management performance.
Use CRM insights for forecasting, coaching, and sales decision-making.

Module 5: Governance, Optimization, and Practical Project

Configure user roles, permissions, privacy, and access controls.
Improve CRM adoption through training, documentation, and standardized processes.
Audit workflows and optimize automation based on performance data.
Build and present a complete CRM and sales automation solution.

Ready to Take the Next Step?

Submit your request today, and our team will contact you with the available schedule and delivery options.

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Course Details

Course Fee

199$ per participant

Course Duration

5 days — 25 training hours

Delivery Method

Live Online Training, In-Person Training

Training Language

English and Arabic are Available

Course Level

All Levels