AI for Sales
More conversations with buyers, less time on everything around them.
About this course
Most of a rep's week is not selling. It is researching accounts, drafting outreach, writing up calls, and updating the CRM - the work around the work. AI for Sales targets exactly that layer: four workflow lessons that turn account research, outreach writing, call follow-up, and deal support into fast, repeatable routines, so more of the week goes to live conversations.
The second module maps the sales tool landscape: what the AI inside your CRM actually does well, how prospecting and enrichment platforms fit, what conversation intelligence adds, and where an AI teammate can take over whole routines. Everything is taught vendor-fairly, with worked examples that run in the tools you already have.
Every example uses realistic sales situations: a discovery call to write up, an objection to answer, a pipeline to clean, and the numbers are concrete - what each workflow gives back per month, visible to you and to your manager's dashboard.
Who it's for: Sales reps, account executives, SDRs and BDRs, account managers, and sales leaders. Assumes AI Foundations; no technical background needed.
Prerequisites: AI Foundations
Skills you'll gain
- Research a prospect or account in minutes and walk into calls prepared
- Draft personalised outreach at volume that still sounds like you
- Turn call recordings into CRM notes, summaries, and follow-ups on the spot
- Handle objections and proposals with AI as your deal-support partner
- Know the sales AI landscape: CRM AI, prospecting tools, and conversation intelligence
Syllabus
Module 1 路 ends with an examSales WorkflowsThe four routines that eat a rep's week, rebuilt with AI: account research, outreach that sounds human, call-to-CRM follow-up, and objection and proposal support.
- 1.1Prospect & Account Research in MinutesWorkflow
- 1.2Outreach That Doesn't Sound Like a RobotWorkflow
- 1.3From Call to CRM: Notes, Summaries, Follow-UpsWorkflow
- 1.4Objections, Proposals & Deal SupportWorkflow
Module 2 路 ends with an examThe Sales Tool LandscapeWhat the AI in your CRM really does, prospecting and enrichment platforms, conversation intelligence, and the agents that can run whole sales routines for you.
- 2.1AI in Your CRM: Salesforce Einstein & HubSpot AIToolSalesforce EinsteinHubSpot AI
- 2.2Prospecting & Enrichment: Apollo, Clay, OutreachToolApolloClayOutreach
- 2.3Conversation Intelligence: Gong & Call AIToolGong
- 2.4Your AI Teammate: Agents for SalesToolActionist
New modules are added to this course as they are released - your team gets them automatically.
Frequently asked questions
Will this make our outreach sound like AI spam?
The opposite is the goal. The outreach lesson is specifically about avoiding the robotic template smell: grounding drafts in real research about the prospect, keeping your own voice, and reviewing everything before it sends. AI does the research and the first draft; you do the judgment.
Does it cover our specific CRM?
The workflows are written to work with any CRM. The tool-landscape module covers the AI in the major platforms (Salesforce Einstein, HubSpot AI) plus prospecting and conversation-intelligence tools, taught as categories with fair comparisons rather than product manuals.
Is customer data safe to use with these workflows?
The course inherits the safety rules from AI Foundations: what never gets pasted into public tools, using work accounts, and checking your company's ground rules. Each workflow flags where prospect or customer data needs care.
How much time can a rep realistically save?
The lessons carry per-workflow estimates that sum to roughly 15 hours per person per month, with account research and outreach the biggest wins. Your own mileage depends on deal volume, and the estimates stay deliberately conservative.
Is there an exam or certificate?
Yes. Both modules end with an exam (70% to pass), and completion feeds the certificate and the training records your admin sees.