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Sales Operations and CRM System Administration

Sales teams often own customer systems that are half populated and poorly used, so managers cannot trust the numbers. This programme equips sales operations and administration staff to configure and maintain a customer relationship management system, keep data clean, design useful pipeline reports and support the sales team so that leadership gets reliable information.

What you will be able to do

  • Explain the role of sales operations in supporting a sales team.
  • Configure a customer relationship management system for the sales process.
  • Establish data standards that keep customer and pipeline records clean.
  • Design pipeline, activity and forecast reports for management.
  • Automate routine tasks and reminders to save the sales team time.
  • Support user adoption so the whole team uses the system consistently.

Course outline

  1. 01The role and value of sales operations
  2. 02Mapping the sales process into a system
  3. 03Configuring a customer relationship management tool
  4. 04Data standards and record hygiene
  5. 05Pipeline, activity and forecast reporting
  6. 06Automation and workflow basics
  7. 07Driving user adoption across the team
  8. 08Supporting managers with reliable numbers

Who should attend

Sales operations staff, sales administrators, sales support coordinators and team leaders responsible for the tools, data and reporting behind a sales team.

Dates, venues and fees

DatesVenueDaysFeeCalendar
24 to 26 Aug 2026Mauritius3US$1,500
31 Aug to 2 Sep 2026Dubai3US$1,500
7 to 9 Sep 2026Lagos3US$1,500
14 to 16 Sep 2026Harare3US$1,500
21 to 23 Sep 2026Kampala3US$1,500
28 to 30 Sep 2026Dar es Salaam3US$1,500
5 to 7 Oct 2026Pretoria3R13,000
12 to 14 Oct 2026Cape Town3R13,000
26 to 28 Oct 2026Online3US$900
2 to 4 Nov 2026Mozambique3US$1,500
9 to 11 Nov 2026Cairo3US$1,500
16 to 18 Nov 2026Accra3US$1,500
23 to 25 Nov 2026Lusaka3US$1,500
30 Nov to 2 Dec 2026Kigali3US$1,500
7 to 9 Dec 2026Nairobi3US$1,500
14 to 16 Dec 2026Durban3R13,000
21 to 23 Dec 2026Johannesburg3R13,000

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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