Sales CRM & Marketing Automation Training & Setup Systemise Your Sales. Automate Your Growth.
Our Sales CRM & Marketing Automation Training & Install service is designed to help businesses turn scattered contacts and manual follow-ups into a streamlined, automated revenue engine. We guide you through selecting and setting up the right CRM platform, configuring automation workflows, and training your team to use it effectively. Whether you're starting from scratch or want to upgrade your existing system, we ensure your CRM works in sync with your marketing goals—capturing leads, nurturing prospects, and closing sales without the chaos. From tagging and segmentation to automated email sequences and reporting, we give you the tools and skills to run smarter, faster, and more consistently.
Here’s why you need our Sales CRM and Marketing Automation Training
Here are two main reasons:
1
Professional CRM & Automation—Without high setup and monthly cost
Most startups and growing businesses avoid CRM and marketing automation because they believe it’s too expensive or too complex to implement. In reality, the typical CRM and automation platform used by agencies can cost upwards of £800 per month just to get started—an investment that’s out of reach for many small businesses and early-stage companies.
Our training and setup service changes that. We recommend cost-effective, scalable tools that can get your system running for as little as £62/month—a fraction of the typical price. This makes professional-level CRM and marketing automation accessible to both startups and established businesses, without compromising on performance or functionality.
And yes, the cost increases with more users —but we help you scale smart, not wastefully. By choosing our service, you not only save money but also gain the skills and structure to use the system effectively—turning contacts into customers, automating follow-ups, and streamlining your entire sales and marketing funnel.
2
Seamless Integration: Website, Sales, and Marketing Working Together
Our Sales CRM & Marketing Automation setup ensures that your website, sales process, and marketing system work in perfect harmony—creating a powerful, automated growth engine. When a customer submits an enquiry or form on your website, their information is instantly captured into your Sales CRM, where it’s automatically assigned to the right salesperson based on your workflow rules. No manual copy-pasting. No leads falling through the cracks.
At the same time, that lead is fed into your marketing automation system, where it enters a pre-designed journey that can include follow-up emails, SMS, or WhatsApp messages—all fully automated and personalised based on their behavior and interest.
From the first click to final conversion, every step is tracked, measured, and optimised, giving you full visibility and control over your sales and marketing funnel. This system saves time, increases response speed, boosts lead conversion, and ensures your customer experience is consistent, professional, and always moving forward—even while you sleep.
Meet Charles: Your Expert in Sales CRM, Marketing Automation & Scalable Systems
Charles has served as Head of Digital Marketing for major corporations, bringing over 10 years of leadership in digital systems, automation strategy, and marketing operations. Throughout his career, he has planned and implemented CRM systems and marketing automation workflows that have supported businesses in generating 8-figure annual revenues and scaling sustainably. With deep expertise in CRM & marketing automation, Charles has helped businesses across healthcare, education, e-commerce, and corporate sectors streamline their sales pipelines and automate lead nurturing with precision. He is known for building custom automation frameworks that improve lead response time, increase conversion rates, and eliminate manual follow-ups—while providing full visibility into the customer journey. From CRM architecture and contact segmentation to automated email, SMS, and WhatsApp campaigns, Charles brings hands-on experience in turning fragmented sales and marketing processes into a fully integrated and efficient system. His approach ensures that clients not only have the tools in place but also the training, strategy, and support to use them for maximum ROI.
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Hear what our clients are saying:
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.
George Wong
CEO
We have learnt a lot from Charles. 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.
A group of colleague
Management group
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Who This Service Is For:
- Businesses: including retailers, service providers, and B2B companies — seeking to increase online visibility, attract qualified leads, and grow sales.
- Consultancies and professional services: including lawyers, dentists, architects, healthcare providers, and financial consultants — looking to strengthen brand authority and generate consistent leads.
- E-commerce stores: selling products like fashion, home goods, electronics, educational products, and niche markets — that want to drive traffic, increase product visibility, and improve conversion rates.
- Professionals and personal brands: such as coaches, authors, influencers, and creatives — aiming to enhance their online presence and attract targeted audiences.
- Small and large businesses: whether you’re an ambitious startup ready to grow or an established enterprise seeking to dominate your market.
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