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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.

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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

DatesVenueDaysFeeCalendarRegister
14 to 16 Oct 2026Johannesburg3R13,000Register
19 to 21 Oct 2026Cape Town3R13,000Register
20 to 22 Oct 2026Durban3R13,000Register
21 to 23 Oct 2026Pretoria3R13,000Register
26 to 28 Oct 2026Windhoek3US$1,500Register
27 to 29 Oct 2026Gaborone3US$1,500Register
28 to 30 Oct 2026Maseru3US$1,500Register
2 to 4 Nov 2026Mbabane3US$1,500Register
3 to 5 Nov 2026Lusaka3US$1,500Register
4 to 6 Nov 2026Harare3US$1,500Register
9 to 11 Nov 2026Lilongwe3US$1,500Register
10 to 12 Nov 2026Blantyre3US$1,500Register
11 to 13 Nov 2026Mozambique3US$1,500Register
16 to 18 Nov 2026Nairobi3US$1,500Register
17 to 19 Nov 2026Dar es Salaam3US$1,500Register
18 to 20 Nov 2026Kigali3US$1,500Register
23 to 25 Nov 2026Kampala3US$1,500Register
24 to 26 Nov 2026Accra3US$1,500Register
25 to 27 Nov 2026Lagos3US$1,500Register
30 Nov to 2 Dec 2026Cairo3US$1,500Register
1 to 3 Dec 2026Mauritius3US$1,500Register
2 to 4 Dec 2026Dubai3US$1,500Register
7 to 9 Dec 2026Online3US$900Register

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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