1 day · onsite or live online
In one day your sales team automates a workflow of its own. You connect research, drafts for outreach and proposals, and writing results back into your CRM into one running workflow, with clear approval points.
Who it is for
Sales teams and sales leaders who want to automate a recurring sales workflow.
Requirements
Access to your CRM and at least one AI tool. A workflow from your sales routine that you want to automate.
Learning goals
- Break a sales workflow down into individual steps
- Build AI-supported research on accounts and contacts
- Prepare drafts for outreach and proposals automatically
- Write results back into the CRM in a structured way
- Define approval points where a human checks the work
- Test the finished workflow and hand it over
Agenda
- Breaking your sales workflow into steps
- Automating research on accounts and contacts
- Preparing drafts for outreach and proposals
- Setting up writing results back into the CRM
- Defining approval points
- Testing and handover
What you walk away with
By the end of the day a workflow of your own runs for your sales team, from research through the draft to the CRM entry, with the approval points you defined.
Trainer
Tim Jamboula runs the workshop himself and builds the workflow with you on a real case from your sales team, not a demo account.
Proof of attendance
Certificate of attendance from Corporathon.
Price
750 EUR per person. In-house groups receive a quote on request. No VAT is charged under Section 19 of the German VAT Act (small business scheme).
Format and logistics
The workshop runs onsite at your office or live online, in German, in English on request. Group size is up to 12 people per trainer. You book through a discovery call.
FAQ
Does this work with our CRM? Usually yes, through connections to common CRM systems. We clarify before the workshop which connection fits you.
Does the workflow replace our sales reps? No. The workflow takes on research and preparation, decisions and customer conversations stay with your team.
Does our customer data stay secure? We work in your environment with your access. You decide beforehand which data is included.
What if we want to automate several workflows? The workshop focuses on one workflow that you finish completely. Further workflows can be built in follow-up sessions.
Related courses
AI in Sales Training on ki-schulung.co: the one-day overview of AI in sales, before you build a workflow of your own.
AI in Sales Training Programme on ki-weiterbildungen.co: the two-day programme with metrics and your own sales case.