AI for Sales & Business Development
AI for CRM & Sales Automation
Automate follow-up and data hygiene in HubSpot or the employer's CRM, with humans approving customer-facing messages. Available for corporate training after a proposal. This is not a published open course with a public date or price. Participants remain responsible for checking AI outputs before they are used in the organisation.
- Duration
- Confirmed in the proposal
- Delivery
- In-person · virtual · at your site
- Level
- Advanced
- Location
- Hikma Institute in Al Khobar, client site, or virtual
Prerequisites
CRM admin or sales-ops rights. No invented HubSpot features.
Practical use cases
- Follow-up sequences
- Field hygiene
- Task creation
- Handover from marketing
Learning objectives
- Design a sequence with an approval gate
- Write a data-quality rule
- Hand a marketing lead to sales with required fields
Who it is for
Sales operations and CRM owners who can change fields, views, and sequences.
Modules
- CRM objects
- Automation limits
- Approval design
- Reporting
Practical exercises
- Map a four-step follow-up
- Find a required field that is empty on won deals
- Write a sequence that a manager must approve
Tools covered
Named for current capabilities. No vendor partnership is claimed.
- HubSpot
- Microsoft Copilot
- Power Automate
- ChatGPT
Final assignment
Configure or specify one approved automation and document the human checkpoint.
Learning outcomes
- A sequence map
- A hygiene rule
- A lead-handover checklist
Certificate and assessment
Hikma issues a certificate of completion for training it delivers. Where an independent professional credential is named, the awarding body issues it after its own eligibility rules and examination. An external exam fee is not included unless the enrolment confirmation says so. Assessment is against the session objectives.
Hikma certificate of completion. It is not an external software-vendor or professional-body credential.
Booking and price
Available for corporate training: request a proposal. This page does not publish a price or date.
Related programs
From the Knowledge Centre
/programs/ai-for-crm-sales-automation