Sales Automation Tools (Outreach, SalesLoft) Training Course
Course Overview
| Course Title | Sales Automation Tools (Outreach, SalesLoft) Training Course |
| Organization | Tech For Development (T4D) |
| Venue | Tech For Development (T4D) Training Center along Tala Road, Runda, Nairobi |
| Duration | 5 days |
| Target Industries |
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| Target Job Roles |
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| Course Fees (Face-to-Face) | USD 1,100/KES 75,000 (Exclusive of VAT) |
| Course Fees (Virtual) | USD 1,000/KES 70,000 (Exclusive of VAT) |
| Training Modes | Virtual and face-to-face training |
| Payment | Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course |
| Accreditation | Tech For Development Certificate of Course Completion |
Course Overview
This 5-day training course provides participants with practical skills to master sales automation platforms such as Outreach and SalesLoft. The program focuses on streamlining workflows, automating outreach sequences, personalizing communication at scale, and leveraging analytics to improve conversion rates. By the end of the course, learners will be able to implement and optimize automation strategies that free up time for relationship-building while ensuring consistency and efficiency in sales execution.
Duration
5 Days
Target Audience
- Sales representatives and account executives
- Sales operations and enablement teams
- Business development representatives (BDRs/SDRs)
- Marketing professionals supporting outbound sales
- Sales managers looking to scale team efficiency
Organizational Impact
- Increased productivity through automation of repetitive tasks
- Improved consistency in customer communication
- Enhanced lead conversion rates and pipeline velocity
- Data-driven sales strategies for higher ROI
Personal Impact
- Ability to master Outreach and SalesLoft functionalities
- Improved efficiency in managing daily sales tasks
- Stronger skills in personalization at scale
- Career growth through expertise in sales technology
Course Objectives
- Understand the fundamentals of sales automation tools
- Design and implement effective outreach sequences
- Leverage analytics to track and improve sales activities
- Integrate Outreach and SalesLoft with CRM systems
- Develop scalable sales automation strategies
Course Modules
Course Modules
Module 1: Introduction to Sales Automation
- Understanding the role of automation in modern sales
- Overview of Outreach and SalesLoft platforms
- Key benefits and challenges of sales automation
- Mapping automation to the sales funnel
- Case Study: How a SaaS company reduced sales cycle time with automation
Module 2: Outreach Essentials
- Setting up and navigating Outreach dashboards
- Building email and call sequences
- Personalizing outreach templates for prospects
- Tracking engagement metrics within Outreach
- Case Study: Increasing SDR productivity with Outreach
Module 3: SalesLoft Fundamentals
- Configuring SalesLoft workflows and cadences
- Multi-channel prospecting: email, calls, and social
- Managing task prioritization with SalesLoft
- Integrating SalesLoft with CRM and communication tools
- Case Study: Enhancing lead conversion with SalesLoft cadences
Module 4: Analytics, Insights, and Optimization
- Measuring outreach effectiveness using built-in analytics
- A/B testing for message optimization
- Monitoring team performance and activity reports
- Using data insights to refine sales strategies
- Case Study: Optimizing outreach campaigns through analytics
Module 5: Scaling Sales Automation Strategies
- Best practices for rolling out automation across teams
- Ensuring compliance and avoiding over-automation pitfalls
- Aligning sales and marketing in automation efforts
- Long-term strategies for sustainable automation success
- Case Study: Scaling automation for a global sales organization
Course Administration
Methodology
Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation & Airport Transfer
Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.
Payment
Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].
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