AI for Sales

Overview

AI for Sales focuses on using AI assistants and CRM AI features from prospecting to forecasting without sacrificing accuracy or compliance. You will work through…

What you will learn

  • Map AI to the sales cycle and prompt with account and persona context (Module 1).
  • Research accounts and executives, detect trigger events, and prioritize targets (Module 2).
  • Write personalized multi-touch sequences at scale without generic output (Module 3).
  • Prepare, role-play, and summarize discovery calls and handle objections (Module 4).

Prerequisites

  • Required: Sales experience and CRM familiarity. Access to an AI assistant [confirm tier]. No technical background and no coding.
  • Helpful: Experience with a sales engagement platform. If you have never used an AI assistant, start with Enterprise AI Literacy.

Curriculum

  1. Module 1: AI Foundations for Sales Teams

    • Topics: Prospect to close to renew; what AI does well and poorly in sales; tool landscape; context from accounts and personas; tone and brevity; verification of claims.
    • Deliverable: Prompt kit. Completion check: Module 1 assessment.

    Hands-on:

    • Practice: Seller Prompt Kit. Research, outreach, and follow-up prompts for your territory.

  2. Module 2: Prospecting and Account Research

    • Topics: Company and executive research; trigger events and signals; competitive intelligence; ideal customer profile refinement; lead scoring with AI; territory planning.
    • Deliverable: Account briefs. Completion check: Module 2 assessment.

    Hands-on:

    • Practice: Account Intelligence Brief. Briefs and a prioritized list for ten accounts.

  3. Module 3: Personalized Outreach and Sequences

    • Topics: Email and LinkedIn personalization; call scripts and voicemails; multi-touch sequences; AI in sales engagement tools; testing and iteration; avoiding generic output.
    • Deliverable: Sequences. Completion check: Module 3 assessment.

    Hands-on:

    • Practice: Sequence Builder. Six-touch sequence for three personas.

  4. Module 4: Discovery, Qualification, and Objection Handling

    • Topics: Question banks by persona; call preparation; call summaries and next steps; qualification frameworks with AI; objection libraries; role-play practice.
    • Deliverable: Call prep and summary. Completion check: Module 4 assessment.

    Hands-on:

    • Practice: Discovery Call Practice. Prepare, role-play, and summarize a call.

  5. Module 5: Proposals, Presentations, and Deal Content

    • Topics: Proposals and business cases; RFP responses; executive summaries; tailored decks; ROI narratives; follow-up content.
    • Deliverable: Proposal pack. Completion check: Module 5 assessment.

    Hands-on:

    • Practice: Proposal Pack. Proposal, summary, and deck for a sample opportunity.

  6. Module 6: AI in CRM and Sales Technology

    • Topics: Assistants in Salesforce, HubSpot, and Dynamics; lead and opportunity insights; automated data capture; call recording analysis; deal risk signals; engagement scoring.
    • Deliverable: Adoption steps document. Completion check: Module 6 assessment.

    Hands-on:

    • Practice: CRM AI Walkthrough. Evaluate features against a seller workflow.

  7. Module 7: Forecasting, Pipeline, and Sales Operations

    • Topics: Pipeline reviews with AI summaries; deal risk analysis; forecast narratives; data hygiene; territory and quota analysis; reporting automation.
    • Deliverable: Pipeline pack. Completion check: Module 7 assessment.

    Hands-on:

    • Practice: Pipeline Review Pack. Forecast summary and risk list from an export.

  8. Module 8: Coaching, Enablement, and Governance

    • Topics: AI-driven call coaching; onboarding and playbooks; practice scenarios; accuracy and claims compliance; data privacy; brand and tone standards.
    • Deliverable: Playbook. Completion check: Module 8 assessment.
    • Capstone (independent work, [CAPSTONE_HOURS] hours): One opportunity worked end to end with AI: account research, outreach sequence, discovery preparation, proposal and deck, pipeline review summary, and a compliance check.

    Hands-on:

    • Practice: Sales AI Playbook. Approved prompts, workflows, compliance rules.

Course fee

$699 $399

What's included

  • Live cohort + recordings: Attend every session live and revisit the recordings for one year.
  • Real lab environment: Practise on a hands-on environment that mirrors real projects.
  • Live doubt-clearing support: Ask questions and get answers in real time during every session.
  • Assessments and lab activities: Apply what you learn through graded assessments and guided labs.
  • Learning assets: Keep the slides, notes, and reference material for good.
  • Role-readiness guidance: Mentor guidance to get you ready for the role you are targeting.
  • Verifiable certificate: Earn a shareable certificate on completing the hands-on capstone.
  • Global peer community: Learn with a global cohort and stay connected after the program.

In short

AI for Sales is a 24-hour instructor-led course covering Module 1: AI Foundations for Sales Teams, Module 2: Prospecting and Account Research, Module 3: Personalized Outreach and Sequences. It includes guided practical labs.

Key facts

  • Course: AI for Sales
  • Duration: 24 hours
  • Modules: 8
  • Format: instructor-led live training

Frequently asked questions

Do I need Salesforce or HubSpot access?

No. CRM AI features are demonstrated and evaluated in Module 6. Labs run in AI assistants and spreadsheets.

Will AI write my emails?

AI drafts; you personalize and verify. Module 3 specifically trains you to avoid generic output and Module 8 covers claims compliance.

How is this different from AI for Salesforce / Agentforce?

That course builds AI agents inside Salesforce for admins and consultants. This course is for sellers and sales operations using AI in daily work.

Can I use my real accounts in labs?

Use public information only. Pipeline and CRM labs use synthetic data; never paste confidential customer data into a public AI tool.

Is this course technical?

No. There is no coding and no CRM configuration.

Does it cover forecasting?

Yes. Module 7 covers pipeline reviews, deal risk, and forecast narratives from exports.

What do I keep?

A prompt kit, account briefs, sequences, discovery prep, a proposal pack, a CRM adoption document, a pipeline pack, and a playbook.

Is a corporate version available?

Yes, with labs on your personas, offers, and compliance rules.

Topics covered

AI for Sales, Artificial intelligence, Corporate training