Email & CRM Automation for Sales and Marketing Teams – Training


Email & CRM Automation
for Sales and Marketing Teams

Elevate your sales and marketing results effortlessly with our targeted training on how to sell more with Email and CRM Automation.
This intensive 3-hour session is designed to empower sales and marketing professionals with the knowledge and tools to create impactful email campaigns and automate CRM processes, leading to bigger pipelines, increased sales and optimised customer relationship management. All while spending less time on sales!

→ 3h Online live training 
→ Tailored for Sales & Marketing teams
→ Real-life and practical examples
→ Immediately actionable strategies

Proudly Certified:

“Our sales cycle has sped up significantly! Nurturing and pushing prospects down the funnel is so much quicker now.”

Sales Director in SaaS B2B


Boosting Sales & CLV the smartest way

Harness the power of email and CRM automation to both sell to new clients and increase the value of your existing ones.

This training will guide you or your team through the process of setting up effective campaigns, managing customer relationships, and utilizing automation for maximum efficiency and sales growth.

With practical insights and hands-on examples, your team will leave ready to implement strategies that make sales efforts more effective and less time-consuming.

What Will You Gain?
  • Advanced Email Marketing Techniques: Learn how to create emails and message flows that captivate and sell.
  • CRM Automation Mastery: Discover how to automate your sales and customer interactions for maximum efficiency, saving you dozens of hours per week.
  • Lead Nurturing Strategies: Understand how to move leads through the sales funnel automatically while building strong relationships.
  • Analytical Insights: Learn how to measure success and continuously optimise campaigns for better results.
  • (BONUS) Using AI Tools to help you sell more: Understand clearly how AI can unlock more sales.
About Email and CRM

Email and CRM systems work together to generate and qualify leads by capturing and nurturing potential customer interactions.

Email marketing attracts prospects through compelling content, while CRM tracks these interactions, scoring and segmenting leads based on their behavior and engagement. This dual approach ensures a more targeted and effective follow-up, enhancing the chances of converting leads into customers.

Email marketing is an essential strategy for connecting with customers, personalizing communications, and boosting sales. It allows for targeted messaging, A/B testing, and detailed analytics.

CRM automation, on the other hand, systematically manages and analyzes customer interactions and data throughout the customer lifecycle. By integrating CRM with email marketing, businesses can ensure messages are timely, relevant, and highly personalized, leading to increased engagement and sales. Together, they streamline operations, enhance customer understanding, and drive revenue growth by delivering the right message at the right time to the right audience.

Training Agenda

  1. Introduction to Email Marketing for Conversion
    • Leveraging Email for Engagement and Direct Sales
    • Building a Targeted Subscriber List
    • Compliance and Best Practices in Email Marketing
  2. CRM Automation for Sales & Marketing Synergy
    • Enhancing Lead Generation and Nurturing
    • Selecting and Integrating Tools for Cross-functional Benefits
    • Streamlining Communication Between Sales and Marketing
  3. Crafting Campaigns for Engagement and Conversion
    • Designing Emails that Attract and Persuade
    • Content Strategies for Different Stages of the Buyer Journey
    • Personalisation Techniques for Boosting Conversion Rates
  4. Automating Flows for Efficiency and Impact
    • Implementing Automated Workflows to Support Marketing and Sales
    • Trigger-Based Campaigns for Timely Engagement
    • Continuous Improvement Through Testing and Analytics
  1. Data-Driven Strategies for Marketing and Sales
    • Analyzing Metrics to Drive Marketing Content and Sales Tactics
    • Segmenting and Targeting for Precision Marketing and Sales
    • Making Decisions Based on Customer Insights
  1. Enhancing Customer Experience and Lifetime Value
    • Understanding and Mapping the Customer Journey
    • Collecting and Acting on Customer Feedback
    • Developing Retention Strategies That Benefit Both Sales and Marketing
  1. Practical examples & Cases
    • Hands-on experience with practical examples and case studies to illustrate real-world applications of AI in marketing
  2. Interactive Q&A Session
    • Get your specific questions answered and gain deeper insights.

BONUS: AI Tools to help you optimise your Email Marketing & CRM 

Why do you need this training

In a competitive market, sales and marketing teams must work smarter, not harder, and stand out from what all other companies are doing.

This training will provide your team with the automation skills needed to increase sales and marketing efficiency, allowing you to focus on strategy and growth while the systems handle the day-to-day tasks.

Boost your sales numbers and customer engagement with minimal effort through the power of automation.

In this live session, learn to optimise sales and marketing results through Email and CRM Automation:

      • Enhance pipeline efficiency and manage customer interactions seamlessly.
      • Deploy targeted campaigns for maximized conversion rates.
      • Utilise automation for consistent lead follow-ups and engagement.
      • Implement time-saving strategies for repetitive marketing and sales tasks.
      • Employ data-driven tactics to refine and optimize marketing strategies.
      • Streamline team workflows for increased productivity and results.
Staying updated with the latest tactics and technologies is not just an advantage—it’s a necessity. Our trainings are designed to give you that competitive edge.

Who is it for

  • SME Directors,
  • Marketing Managers
  • Sales Managers
  • Business Development Temas
    and anyone who needs or has an interest to understand how Email and Automation can boost company results and save hundreds of work hours.

It’s a very complete course, adequate for beginners, so everyone is welcome regardless of their previous experience with Email and Marketing Automation.

To take more value from it, it’s important your business already has a website and/or some online marketing activities running, but not required.


Sign up today and take the first step towards changing your business with Email Marketing and CRM Automation!


The Price

General training

  • Max 10 people
  • 3h training
  • 15min break
  • 30min for Q&A and Networking
  • Access to the recording
  • Dates Available: Last Thursday and Friday of every month, 1 session per day

Bespoke Team or 1to1 training

  • Exclusive to you and your team, with real examples using your channels
  • 1-5 people
  • 4h training
  • Fully bespoke session
  • 30min for Q&A
  • Access to the recording
  • Contact to book a date

The Presenters


David Mendonça,
Co-Founder and CEO of PunchUp

Over 11 years of experience in Digital Marketing, helping hundreds of UK businesses of all sizes and industries to scale and level up, implementing tailor-made strategies and upskilling their internal marketing teams.

With an evolving digital marketing landscape, David has continuously worked to master all new Email and CRM Automation strategies, focusing on enhancing sales and marketing efficiency for SMEs.

punchup (1)

Stanislas Gautier
Head of Technology @ PunchUp

During the more than 6 years as Sales and Growth Manager in top scaleups, Stan became obsessed with researching, building and perfectioning the the most effective growth strategy, helping hundreds of companies in the last 3 years building innovative solutions to make them scale sustainably.

Ever passionate about the latest marketing trends, Stan has been deeply involved in exploring and harnessing Email and CRM tools, positioning him as an expert in customising these solutions to meet diverse business challenges.

Bespoke trainings can be delivered in

Discussion and in-depth analyses are polished and validated in our ultimate plans.


Ready to unlock the power of Email & CRM Automation to sell more?

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Email & CRM Automation for Sales and Marketing Teams

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