LeadMagnet Academy · Sales & CRM

AI for Sales & CRM

Automate qualification, follow-ups and sales tracking without losing the quality of the customer relationship.

Two days to apply AI and automation to your sales process: qualification, meeting preparation, follow-ups, CRM and reporting.

Who Is This For?

Sales teams
Sales reps and managers who handle prospects, follow-ups and a CRM.
Managers
Team leads who want to organise the everyday use of AI.
Entrepreneurs
Founders of small businesses who want to save time and structure their activity.

Assisted lead scoring
Qualification criteria applied automatically to new contacts.
Follow-up sequences
Follow-up messages prepared and triggered at the right time.
Conversation assistant
Call preparation, conversation summaries and response ideas.
Up-to-date CRM
Key information recorded without manual re-entry.

Module 01AI and the sales process
Where AI really helps, and where the human relationship stays central.
Module 02Qualifying leads
Define criteria and apply them to incoming contacts.
Module 03Preparing meetings and calls
Prospect research, questions and answers to objections.
Module 04Follow-ups and sequences
Build follow-ups adapted to each stage.
Module 05Automating the CRM
Creating, updating and enriching records.
Module 06WhatsApp and conversations
Organise sales conversations on messaging.
Module 07Tracking and reporting
Tracking dashboards and summaries for management.
Module 08Your sales system
Assemble and test the complete flow on your own case.

Tools used during the courses, listed for information only. LeadMagnet Academy is not affiliated with, or an official partner of, these vendors.

Practical Project

Participants build a flow that connects qualification, follow-up and CRM updates, starting from their own sales process.

LeadMagnet Academy

Leave your details and talk to an Academy advisor about the next session.