AI+ Sales Practitioner™

AI+ Sales Practitioner™

USD$195.00 (GST excl.)

Formerly known as AI+ Sales™

Boost Sales Success Through AI-Driven Insights

  • 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

 

For more information, see below
Duration
Instructor-Led: 1 day (live or virtual)
Self-Paced: 8 hours of content
Format
Online, self-paced
Exam
50 questions, 70% passing, 90 minutes, online proctored exam

Overview

  • 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

 

Prerequisites

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

What you’ll learn

Sales Executives: Use AI to automate sales processes and enhance customer relationship management for improved sales performance.
Marketing Professionals: Integrate AI with marketing strategies to customer targeting, personalization, and engagement.
Business Development Managers: Leverage AI-driven insights to identify new business opportunities and drive growth.
Product Managers: Utilize AI to understand customer needs, optimize pricing strategies, and improve product positioning.
Consultants: Help organizations implement AI-powered sales strategies that drive profitability and operational efficiency.

Why this certification matters

  • Comprehensive AI Understanding: Learn core AI concepts for streamlined sales workflows, trend forecasting, and client engagement.
  • Predictive Sales Analytics: Learn to leverage AI for predictive modeling, forecasting sales, and enhancing decision-making.
  • AI-Enhanced Customer Insights: Explore AI tools to analyze behavior, automate scoring, and personalize outreach effectively.
  • Ethical AI Integration: Gain insights on addressing ethical concerns and establishing AI governance in sales.

Tools you’ll use

Salesforce Einstein
Salesforce Einstein
Conversica
Conversica
Uniphore
Uniphore

Learning Modules

10 modules

1Course Overview
Course Introduction Preview
2Module 1: Introduction to Artificial Intelligence (AI) in Sales
1.1 Fundamentals of AI 
1.2 Generative AI and Modern Evolution of AI in Sales 
1.3 AI Tools and Technologies that Transform Sales 
1.4 Benefits and Challenges in the Adoption of AI in Sales
1.5 Real-world Examples and Applications of AI in Sales 
 1.6 The Future of AI in Sales 
3Module 2: Understanding Data in Sales
2.1 Categories of Sales Data 
2.2 Techniques for Effective Data Collection 
2.3 Basic Concepts of Data Analysis and Interpretation 
2.4 Data Management Methods 
2.5 Data Protection Principles 
2.6 Data Integration in CRM Systems 
2.7 Overview of Analytical Tools 
2.8 Ethical Use of Sales Data 
2.9 Case Studies: Real-World Data Applications
4Module 3: AI Technologies for Sales
3.1 Introduction to Machine Learning in Sales 
3.2 Predictive Analytics: Sales Trend Forecasting 
3.3 NLP for Enhancing Customer Interactions 
3.4 Chatbots: Customer Service Automation 
3.5 Segmentation: Tailoring Customer Experiences 
3.6 Personalization: Customizing Sales Approaches 
3.7 Recommendation Engines: Driving Product Suggestions 
3.8 Sales Automation: Streamlining Sales Processes 
3.9 Performance Analysis: Measuring Sales Effectiveness 
3.10 Modern AI Sales Stack: Generative AI, Copilots, and Intelligent Workflows
5Module 4: Implementation of AI in CRM Systems
4.1 Foundation of CRM Systems 
4.2 AI Integration into CRM Systems 
4.3 Lead Scoring 
4.4 Customer Insights 
4.5 Sales Automation 
4.6 Personalized Communication 
4.7 Chatbots and CRM 
4.8 Gaining Actionable Insights from Data 
4.9 Case Studies 
4.10 Modern AI CRM Stack: Tools, Integrations, and Execution Layer
6Module 5: Sales Forecasting with AI
5.1 Introduction to Sales Forecasting 
5.2 Overview of Predictive Models in Forecasting 
5.3 Data Preparation for Analysis 
5.4 Identifying Sales Patterns and Trends  
5.5 Enhancing Forecast Reliability 
5.6 Key Forecasting AI Tools in AI 
5.7 Utilizing Real-time Data for Forecasts 
5.8 Developing Forecasts for Different Outcomes 
5.9 Measuring the Success of Sales Forecasts 
5.10 Case Study – How SaaS Companies Forecast Revenue Using AI
7Module 6: Enhancing Sales Processes with AI
6.1 Task Automation 
6.2 AI-driven Email Marketing 
6.3 Social Media with AI Analytics 
6.4 AI-Powered Lead Generation 
6.5 Customer Segmentation 
6.6 Optimization of Sales Visits and Calls 
6.7 Tailoring Content with AI Insights 
6.8 Real-Time Sales Activity Monitoring 
6.9 Upselling and Cross-selling with AI
8Module 7: Ethical Considerations and Bias in AI
7.1 Ethical Use of AI in Sales 
7.2 Bias Identification in AI Systems 
7.3 Bias Mitigation 
7.4 Transparency in AI Decision Making 
7.5 Accountability for AI Actions 
7.6 Safeguarding Customer Data 
7.7 Regulatory Compliance 
7.8 Building Customer Trust through Ethical AI 
7.9 Anticipating Ethical Problems in AI Advancements
9Module 8: Practical Workshop
8.1 Scenario-Based Exercises 
8.2 Addressing Sales Challenges with AI 
8.3 Collaborative AI Implementation Plans 
8.4 Hands-On Workshop: AI-Powered Sales Execution using HubSpot CRM
10Optional Module: Introduction to AI Agents for Sales
1. What are AI Agents
2. Types of AI Agents
3. Applications and Trend of AI Agents in Sales
4. Case studies
5. Hands-on
Format

Online, self-paced
Duration

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

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

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

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

Projects & case studies
Outcome

Industry-recognized credential + hands-on experience

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