AI+ Sales Practitioner™

AI+ Sales Practitioner™

Formerly known as AI+ Sales™ <br> <br> Boost Sales Success Through AI-Driven Insights

Certificate Code: AP-270

About This Course

  • Sales Transformation: Harness AI to boost sales operations, CRM integration, and forecasting
  • Hands-on Approach: Practical workshops covering AI tools and ethical sales practices
  • Data-Driven Insights: Learn to analyze, optimize, and automate sales processes
  • Growth-Oriented: Drive ethical business growth and maximize performance

 

Certificate Overview

Included

Instructor-led OR Self-paced course + Official exam + Digital badge

Duration

  • Instructor-Led: 1 day (live or virtual)
  • Self-Paced: 8 hours of content

Prerequisites

Basic familiarity with sales processes, proficiency in data analysis, Primary knowledge of CRM systems

Exam Format

50 questions, 70% passing, 90 minutes, online proctored exam

Course Modules

1

Course Overview

  1. Course Introduction Preview
2

Module 1: Introduction to Artificial Intelligence (AI) in Sales

  1. 1.1 Fundamentals of AI 
  2. 1.2 Generative AI and Modern Evolution of AI in Sales 
  3. 1.3 AI Tools and Technologies that Transform Sales 
  4. 1.4 Benefits and Challenges in the Adoption of AI in Sales
  5. 1.5 Real-world Examples and Applications of AI in Sales 
  6.  1.6 The Future of AI in Sales 
3

Module 2: Understanding Data in Sales

  1. 2.1 Categories of Sales Data 
  2. 2.2 Techniques for Effective Data Collection 
  3. 2.3 Basic Concepts of Data Analysis and Interpretation 
  4. 2.4 Data Management Methods 
  5. 2.5 Data Protection Principles 
  6. 2.6 Data Integration in CRM Systems 
  7. 2.7 Overview of Analytical Tools 
  8. 2.8 Ethical Use of Sales Data 
  9. 2.9 Case Studies: Real-World Data Applications
4

Module 3: AI Technologies for Sales

  1. 3.1 Introduction to Machine Learning in Sales 
  2. 3.2 Predictive Analytics: Sales Trend Forecasting 
  3. 3.3 NLP for Enhancing Customer Interactions 
  4. 3.4 Chatbots: Customer Service Automation 
  5. 3.5 Segmentation: Tailoring Customer Experiences 
  6. 3.6 Personalization: Customizing Sales Approaches 
  7. 3.7 Recommendation Engines: Driving Product Suggestions 
  8. 3.8 Sales Automation: Streamlining Sales Processes 
  9. 3.9 Performance Analysis: Measuring Sales Effectiveness 
  10. 3.10 Modern AI Sales Stack: Generative AI, Copilots, and Intelligent Workflows
5

Module 4: Implementation of AI in CRM Systems

  1. 4.1 Foundation of CRM Systems 
  2. 4.2 AI Integration into CRM Systems 
  3. 4.3 Lead Scoring 
  4. 4.4 Customer Insights 
  5. 4.5 Sales Automation 
  6. 4.6 Personalized Communication 
  7. 4.7 Chatbots and CRM 
  8. 4.8 Gaining Actionable Insights from Data 
  9. 4.9 Case Studies 
  10. 4.10 Modern AI CRM Stack: Tools, Integrations, and Execution Layer
6

Module 5: Sales Forecasting with AI

  1. 5.1 Introduction to Sales Forecasting 
  2. 5.2 Overview of Predictive Models in Forecasting 
  3. 5.3 Data Preparation for Analysis 
  4. 5.4 Identifying Sales Patterns and Trends  
  5. 5.5 Enhancing Forecast Reliability 
  6. 5.6 Key Forecasting AI Tools in AI 
  7. 5.7 Utilizing Real-time Data for Forecasts 
  8. 5.8 Developing Forecasts for Different Outcomes 
  9. 5.9 Measuring the Success of Sales Forecasts 
  10. 5.10 Case Study – How SaaS Companies Forecast Revenue Using AI
7

Module 6: Enhancing Sales Processes with AI

  1. 6.1 Task Automation 
  2. 6.2 AI-driven Email Marketing 
  3. 6.3 Social Media with AI Analytics 
  4. 6.4 AI-Powered Lead Generation 
  5. 6.5 Customer Segmentation 
  6. 6.6 Optimization of Sales Visits and Calls 
  7. 6.7 Tailoring Content with AI Insights 
  8. 6.8 Real-Time Sales Activity Monitoring 
  9. 6.9 Upselling and Cross-selling with AI
8

Module 7: Ethical Considerations and Bias in AI

  1. 7.1 Ethical Use of AI in Sales 
  2. 7.2 Bias Identification in AI Systems 
  3. 7.3 Bias Mitigation 
  4. 7.4 Transparency in AI Decision Making 
  5. 7.5 Accountability for AI Actions 
  6. 7.6 Safeguarding Customer Data 
  7. 7.7 Regulatory Compliance 
  8. 7.8 Building Customer Trust through Ethical AI 
  9. 7.9 Anticipating Ethical Problems in AI Advancements
9

Module 8: Practical Workshop

  1. 8.1 Scenario-Based Exercises 
  2. 8.2 Addressing Sales Challenges with AI 
  3. 8.3 Collaborative AI Implementation Plans 
  4. 8.4 Hands-On Workshop: AI-Powered Sales Execution using HubSpot CRM
10

Optional Module: Introduction to AI Agents for Sales

  1. 1. What are AI Agents
  2. 2. Types of AI Agents
  3. 3. Applications and Trend of AI Agents in Sales
  4. 4. Case studies
  5. 5. Hands-on

AI Tools You'll Learn

Salesforce Einstein

Salesforce Einstein

Conversica

Conversica

Uniphore

Uniphore