Sales Automation Corporate Training
Learn to automate the busywork out of selling with Sales Automation, in live guided labs led by practitioners.
Edstellar, a corporate training company, delivers corporate training that helps your team learn automate the busywork out of selling. Employees develop CRM automation, sequence design, and pipeline automation skills through guided labs led by practitioners. Each session is tuned to your stack, tools, and workflows.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a automation-powered team
EDSTELLAR SALES CAPABILITY MODEL
Assess sales automation
Skill checks map your team's Sales Automation baseline and gaps.
Set shared standards
One shared playbook for Sales Automation workflows, reviews, and quality bars.
Practice in guided labs
Labs cover CRM workflows, outreach sequences, and pipeline automation.
Measure the lift
Lab checkpoints benchmark each employee's Sales Automation capability.
Scale across teams
One consistent standard rolls out across projects, sites, and teams.
Need more than one program?Get a group quote
Trusted as a Leading Corporate Training Provider by
Program Overview: What is Sales Automation?
Sales Automation is a 23-hour program for sales operations, SDR teams, AEs, and revenue leaders scaling the sales engine. Across 6 modules it covers automation strategy, CRM workflows, outreach sequences, pipeline automation, and AI. It suits commercial staff with basic CRM comfort who need a production-grade sales automation practice.
Training is hands-on: every concept is taught through guided labs in realistic CRM environments: participants build workflows, design sequences, automate pipeline hygiene, and score leads. The instructor coaches each lab, reviews automations, and corrects spray-and-pray habits before they burn your domain.
Teams struggle with reps doing admin, leads going cold, and tools nobody measures. This program builds automation discipline: clean data, smart sequences, and governed tooling. Your team gains selling time back.
A 5-hour capstone closes the program, where participants design a complete sales automation playbook and present the rollout plan.
What's Included in this Workshop for Your Enterprise Teams
- 1
Tailored curriculum
Modules tuned to your tools and workflows
- 2
Instructor-led sessions
Live guidance from revenue operations practitioners
- 3
Guided labs
Labs on real Sales Automation tasks and scenarios
- 4
Skills assessments
Checkpoints track progress module by module
- 5
Post-training support
Workbooks, recordings, and follow-up guidance
- Hybrid, Live virtual, Onsite delivery options
- Flexible scheduling across your time zones
- Dedicated training coordinator for your cohort
- Digital workbooks and session recordings
- Customized modules for your Sales Automation stack
- Post-training support and resources
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Sales Automation Course Topics and Program Outline
A 23-hour, 6-module Sales Automation curriculum: foundations first, then labs, then a capstone that proves the skill on the job.
Built by Edstellar with revenue operators who have scaled sales automation for growing teams
Built by revenue operators who have scaled sales automation for growing teams, shaped around your stack and use cases.
Skill checks map your team's Sales Automation baseline so the program targets real gaps.
Instructor-led concepts build Sales Automation foundations your team can explain and use.
Labs across 2 hands-on modules build Sales Automation muscle with instructor coaching.
A 5-hour capstone applies Sales Automation end to end with instructor review.
A 23-hour path from Sales Automation foundations to a reviewed capstone, tuned to your stack.
Delivered as
Sessions run hybrid | live virtual | onsite; scheduling flexes across your time zones and team calendars.
Map a sales process and pick three automation candidates.
learna)What to automate in sales
b)Mapping the sales process
c)Tool landscape overview
d)Automation ROI basics
Build CRM workflows for routing, tasks, and hygiene.
learna)Workflow rules and triggers
b)Lead routing and assignment
c)Task and reminder automation
d)Data hygiene automation
Build a multichannel outreach sequence with personalization.
practicea)Sequence design that converts
b)Personalization at scale
c)Multichannel touches
d)Deliverability and compliance
Automate pipeline hygiene and forecast rollups.
practicea)Stage automation and validation
b)Activity capture
c)Forecast rollups
d)Dashboard automation
Score leads and measure an automation pilot's impact.
applya)Lead scoring models
b)Conversation intelligence
c)Next-best-action prompts
d)Measuring automation impact
Design a sales automation playbook and present the rollout plan.
applya)End-to-end automation design
b)Change management for reps
c)Pilot, measure, and iterate
d)Rollout plan and governance
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
By the end of this Sales Automation program, your team will be able to automate the busywork out of selling.
Process mapping
Apply process mapping in guided labs on realistic tasks, with instructor review.
CRM workflows
Build cRM workflows through guided labs on production-style tasks, coached by practitioners.
Sequence design
Strengthen sequence design with structured labs, peer feedback, and instructor correction.
Pipeline automation
Develop pipeline automation across 6 modules, from foundations to the capstone build.
Lead scoring
Apply lead scoring in guided labs on realistic tasks, with instructor review.
Change management
Build change management through guided labs on production-style tasks, coached by practitioners.
Automation governance
Strengthen automation governance with structured labs, peer feedback, and instructor correction.
Teams that Benefit from this Sales Automation Group Training
Sales operations, prospecting, AE, and revenue leadership teams that own the sales engine learn together. Content adapts to role and experience, so each cohort practices the automation workflows it owns.
Make the machine run
Sales ops build the automations, routing, and hygiene the team runs on.
Workflow friction
- Manual data entry everywhere
- Leads rotting unassigned
- Forecasts built by hand
How the program helps
- Automate routing and tasks
- Enforce pipeline hygiene
- Build forecast rollups
Practice use cases
- Lead routing
- Workflows
- Hygiene
- Forecasting
Book more meetings
Prospecting teams run sequences that personalize at scale without spamming.
Workflow friction
- Spray-and-pray outreach
- No-shows and low reply
- Manual follow-up chaos
How the program helps
- Build converting sequences
- Personalize efficiently
- Protect deliverability
Practice use cases
- Sequences
- Personalization
- Deliverability
- Reply rates
Sell, don't admin
AEs spend time selling while automation handles the busywork around them.
Workflow friction
- Admin eating selling time
- Stale CRM data
- Missed follow-ups
How the program helps
- Use activity capture
- Trust the routing
- Work scored leads first
Practice use cases
- Activity capture
- Lead scores
- Task automation
- Focus time
Scale the revenue engine
Leaders invest in automation that compounds, with governance that keeps it sane.
Workflow friction
- Tool sprawl, no ROI
- Reps resisting automation
- No measurement
How the program helps
- Prioritize automation bets
- Drive rep adoption
- Measure revenue impact
Practice use cases
- ROI
- Adoption
- Tool governance
- Revenue impact
Cohorts are grouped by role and experience so every session targets the workflows your people own.
Prerequisites: This program suits commercial staff comfortable with a CRM; prior automation work helps but is not required. Access to your sales process makes labs richer. No coding is needed, and content adapts to each cohort's CRM and sales motion.
Operators to automation owners
Cohorts start with automation strategy and CRM workflows, build through sequences and pipeline, and finish with the AI and governance skills scale demands.
One program grows with revenue careers, from CRM user to automation owner.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Choose how your team learns Sales Automation: every mode keeps the same curriculum, labs, and instructor coaching.
Hybrid Training
Instructor-led Sales Automation training delivered hybrid, onsite, or live virtual. Sessions blend concise instruction with guided labs and applied exercises for mixed cohorts.
- Live instruction across onsite and virtual Sales Automation sessions
- Guided labs with instructor coaching throughout
- Real Sales Automation workflows, not slideware
- Flexible scheduling without losing live interaction
Onsite Training
Instructor-led Sales Automation training at your offices, with labs set up on your tools. The instructor pairs with the team in person and tunes exercises to your workflows.
- Instructor-led Sales Automation training at your offices
- Labs set up on your tools and workflows
- In-person coaching and reviews
- Exercises tuned to your stack
Live Virtual Training
Live virtual Sales Automation sessions on Zoom or Teams with the same labs, breakout practice, and instructor coaching as onsite delivery.
- Live virtual Sales Automation sessions on Zoom or Teams
- Same guided labs as onsite delivery
- Breakout practice with instructor coaching
- Session recordings for later review
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, Sales Automation stack, and timelines; we respond with a tailored proposal and per-batch pricing.
Yes. A short discovery call maps your goals, current Sales Automation maturity, and the right module mix before you commit.
Yes. Live virtual sessions run on Zoom or Teams with the same guided labs, breakout practice, and instructor coaching.
Yes. Onsite delivery works well for Sales Automation; the instructor tunes labs to your network, tools, and workflows.
The program runs 23 hours across 6 modules, scheduled flexibly: consecutive days, split weeks, or a custom cadence.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Sales automation builds on a well-used CRM and leads into analytics and AI. Your team learns CRM basics first, automates repetitive sales tasks and workflows, analyses the data those workflows produce, then adds AI tools for forecasting, outreach and coaching.
Why Choose Edstellar as Your Sales Automation Corporate Training Provider
Edstellar delivers Sales Automation corporate training for global enterprises: tailored curriculum, expert trainers, labs-based learning, and measurable outcomes your L&D team can report.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
We tailor labs, examples, and pacing to your team's Sales Automation maturity and goals.
Proven Methodology
A field-tested rhythm of instruction, labs, and feedback proven across global Sales Automation cohorts.
Practice-Based Learning
Your team learns Sales Automation by doing: labs in every module plus a capstone that proves the skill.
Expert Trainers
Seasoned revenue operations practitioners lead every session and coach your team through each guided lab.
Global Scale
From pilot cohort to global rollout, one Sales Automation standard scales with your organization.
Measurable Outcomes
Checkout reviews and capstone results give L&D clear evidence of Sales Automation capability gained.
Design Sales Automations Around Clear Workflows and Measurable Pilot Evidence
Edstellar develops sales automation capability through deliberate process design and pilot evaluation. Teams connect CRM routing, outreach sequences, pipeline hygiene, and lead scoring to specific commercial needs. A practical automation playbook is reviewed for coherent rules, realistic rollout dependencies, and measures that show whether the proposed workflows are useful.
- Step 01
Consult
We discuss CRM usage, manual handoffs, and data-hygiene issues to identify suitable automation opportunities and the skills needed to evaluate them.
- Step 02
Plan
Automation strategy progresses through CRM and outreach workflows, pipeline reporting, and AI-supported analytics before a practical automation playbook and rollout plan.
- Step 03
Align
Commercial automation expertise is matched to CRM familiarity and process ownership, keeping exercises accessible without requiring coding or previous automation experience.
- Step 04
Customize
Sample leads, routing rules, and outreach sequences reflect familiar sales processes without using customer contact details or launching real communications.
- Step 05
Execute
Teams configure routing and task workflows, score leads, and review pilot measures, receiving feedback on process logic, data hygiene, and evaluation design.
- Step 06
Evaluate
We review the playbook for justified use cases, coherent workflow rules, realistic rollout dependencies, and measures that can distinguish useful automation from activity.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Sales Automation Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Sales Automation Training for Your Team
Share your team size, Sales Automation goals, and timelines to receive a tailored training plan and quote. Book a discovery call to discuss your needs; we confirm availability and respond with a proposal.