Corporate Training · CRM & Automation
B2B Sales CRM & Marketing Automation Training
Train your sales and marketing team to actually use the CRM and automation tools you already pay for.
Most companies own a CRM and automation platform that is barely used past basic contact storage. This training gets your team using pipeline stages, lead scoring, automated sequences and reporting properly — so the tools you already pay for start doing the work they were bought to do.
Pipeline Discipline
Consistent stage definitions and CRM hygiene across the sales team.
Marketing Automation
Build sequences that nurture leads without manual follow-up.
Reporting That Gets Used
Dashboards your managers will actually check every week.
What's Included
Practical training on the tools your team already has — not a new platform demo.
Sales and Marketing, Trained on the Same System
We train both sides together — so lead handoff, scoring and follow-up use the same definitions across marketing and sales. That alignment is the single most common reason CRM adoption fails in the first place.
CRM Pipeline Setup & Hygiene
Defining stages, required fields and update habits that keep the pipeline accurate — so managers can trust what they see without chasing the team for updates.
Lead Scoring & Qualification
Building a scoring model that flags genuinely sales-ready leads automatically, so the sales team focuses on the right contacts at the right time.
Automated Nurture Sequences
Mapping and building sequences that follow up with leads automatically, so no one goes cold waiting on a manual email.
Sales Handoff Process
A clear, agreed handoff point between marketing and sales — with the right context attached — so nothing falls through the gap between the two teams.
Reporting & Dashboard Setup
Building dashboards that surface the numbers managers actually need — pipeline health, lead volume, conversion rates — in a format they will check every week.
Practical, On Your Own Tools
Training runs on the CRM and automation tools you already use, not a generic demo account — so what your team learns is immediately usable.
What This Means For You
Behind every session is a real change in how your sales and marketing tools actually get used.
- A CRM Your Team Actually UsesPipeline stages, fields and habits that make the CRM worth opening — not a contact list nobody updates.
- Leads That Don't Go ColdAutomated sequences mean every lead is followed up consistently, not only when someone remembers to send an email.
- Sales and Marketing Finally AlignedBoth teams working from the same scoring, handoff and follow-up definitions — instead of arguing over whose fault a lost lead was.
- Pipeline Visibility You Can TrustManagers can see the real state of the pipeline without chasing the team for updates, because the habits that keep it accurate are built in.
- Tools That Pay For ThemselvesThe systems you already pay for start doing the work they were bought to do — instead of sitting unused past basic contact storage.
Led by Charles Choi
I'm Charles Choi, lead consultant at Kingacademic — and every training session is personally designed and delivered by me, built around the specific tools your team already uses.
I've built and run B2B pipeline marketing systems hands-on for corporate clients, covering lead scoring, nurture sequences, pipeline stages, sales handoff and reporting. That's the same practical experience I bring into training — not a generic product demo.
Every session is followed up with documentation your team can reference, so adoption continues after the training day ends.
As Seen On
Work With
Professional Qualifications
Google Ads Search Certification Google 
Google Ads Display Certification Google 
Google Ads Video Certification Google 
Google Analytics Individual Qualification Google 
Content Marketing Certified HubSpot Academy 
Social Media Certified HubSpot Academy 
Bing Ads Accredited Professional Microsoft 
YouTube Channel Growth YouTube Creator Academy What Clients Say
“Charles is the best Digital Marketer I have never seen. And he is the best of my industry. In the past few years, he help to contribute with the group and develop whole digital marketing department and practice for group.”
“We have learnt a lot from Charles (kingacademic). From his consultation, he widen our horizon and thank you for his effort to build up the whole digital marketing for our school. He always answer our inquiry very fast and play very hard to help us solve our problems.”
“Charles (kingacademic) successfully balanced daily operations with major strategic initiatives, significantly elevating the brand's online presence. He is a reliable and trustworthy powerhouse who consistently delivers high-impact results.”
Enquiry Now
Tell us which tools you use and we will tailor the training.
Who This Is For
- B2B Sales Teams — Use the CRM as a working tool, not a contact list nobody updates.
- Marketing Teams — Build automation sequences that actually nurture leads to sale.
- Sales Managers — Get pipeline visibility and reporting your team keeps up to date.
- Growing SMEs — Set consistent CRM habits before the team scales past a handful of people.
- Ops & RevOps Leads — Standardise how sales and marketing both use the same system.
Frequently Asked Questions
Do you train on a specific CRM platform?+
We train on the tools your team already uses — whatever CRM and automation platform you have in place — not a generic demo account. The training is immediately applicable.
Who should attend — sales, marketing, or both?+
Both, ideally. Training sales and marketing together on the same system — shared definitions, handoff points, scoring — is what makes adoption stick. Training them separately often just reinforces the existing disconnect.
How long is the training?+
Scoped to your team and tools. A focused session can cover the core habits in a day; a full programme covering pipeline setup, automation and reporting takes longer. We agree the format before we start.
What if our CRM data is currently a mess?+
That is normal, and part of what the training addresses — we cover the hygiene habits and cleanup process, not just how to use the tool going forward.
What does the team walk away with?+
A documented pipeline definition, a scoring model, at least one built automation sequence, and a reporting dashboard — all on your own live tools, ready to use.