The TESS Group
Sales & Commercial
Face-to-Face · Virtual Available
Sales Operations & CRM
Technology, Data, and Systems That Accelerate Sales
CRM Playbook • Certificate
- Sales managers wanting to get more value from their CRM investment
- Sales operations professionals building reporting and processes
- Sales teams struggling with CRM adoption and data quality
- Business leaders investing in sales technology and wanting ROI
- Anyone managing sales budgets, margins, and resource allocation
| Format | Full-day workshop (9:00am–4:30pm) |
| Delegates | Minimum 10 per session (up to 18 face-to-face) |
| Delivery | Face-to-face at your premises or live virtual |
| Hands-On | CRM exercises, dashboard design, budget planning |
| Framework | Sales operations maturity model and technology audit |
| Takeaway | CRM adoption playbook and sales operations improvement plan |
CRM Best Practices
Get maximum value from your CRM with clean data, consistent usage, and actionable reporting.
Sales Technology Stack
Evaluate and adopt tools that genuinely save time and improve outcomes across your sales process.
Data-Driven Sales Decisions
Use pipeline data, activity metrics, and customer insights to make smarter commercial decisions.
Budgets, Margins & Resources
Manage sales budgets effectively, protect margins, and allocate resources where they'll have the most impact.
- Full-day facilitation by sales operations specialist
- CRM adoption and data quality audit framework
- Sales technology evaluation toolkit
- Dashboard and reporting design templates
- Sales budget and margin planning frameworks
- Resource allocation and territory planning tools
- Certificate of completion for all delegates
- 6-week post-course email tips and CRM adoption check-ins
Trusted Quality
- Ofsted Good rating
- 4.9/5 learner rating
- 10,000+ learners trained
- Sales ops specialists
Real Results
- Better CRM adoption
- Cleaner sales data
- Smarter resource allocation
- Improved forecasting accuracy
Programme Options
| Full Day | Contact us for pricing |
| Virtual Delivery | Same price; screen-sharing CRM exercises |
| Follow-Up Review | Contact us |
| Min Delegates | 10 per session (up to 18 face-to-face) |
What Delegates Say
“We were using our CRM as a glorified address book. This workshop showed us how to turn it into a genuine revenue engine.”
— Workshop Delegate • Sales Operations Manager
“The pipeline hygiene audit we did in the session revealed £400K of dead opportunities inflating our forecast. Eye-opening.”
— Workshop Delegate • Head of Sales
“The automation workflows we designed in the workshop saved our team 8 hours per week on admin. More time selling, less time typing.”
— Workshop Delegate • CRM Administrator
“Finally, a workshop that bridges the gap between sales and operations. Both teams left aligned on process and technology.”
— Workshop Delegate • Commercial Director
Ready to Upskill Your Team?
Book a free discovery call to discuss your team's needs and how we can tailor this programme for your organisation.
Book a Free Discovery CallNo obligation • Tailored to your team • Nationwide delivery