AI+ Sales™ Self-Paced Online Course & Examination
Instructor-led
The AI+ Sales program is designed to help sales professionals leverage AI for a competitive edge. Participants will learn core AI concepts, leverage data for insights, and explore cutting-edge tools like AI CRMs and forecasting. They will get practical experience implementing AI strategies while navigating ethical considerations. This program helps to drive sales performance and propel businesses forward.
Purchase our self-paced online course, or Request a Quote for your team.
Course Overview
The AI+ Sales Certification is designed for sales professionals and business leaders seeking to harness the power of Artificial Intelligence (AI) in sales. Delve into the fundamentals of AI and its implications for sales processes, including understanding and leveraging sales data effectively. Explore various AI technologies tailored for sales, their integration into CRM systems, and their application in sales forecasting.
Learn how AI enhances sales processes, streamlining operations and boosting productivity. Navigate ethical considerations and biases inherent in AI applications in sales. Engage in practical workshops to reinforce theoretical knowledge with hands-on experience.
By the end of this programme, you'll be equipped with the expertise to implement AI-driven strategies, optimize sales performance, and drive business growth ethically.
Why AI+ Sales
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Comprehensive AI Understanding: Learn core AI concepts for streamlined sales workflows, trend forecasting, and client engagement.
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Predictive Sales Analytics: Learn to leverage AI for predictive modeling, forecasting sales, and enhancing decision-making.
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AI-Enhanced Customer Insights: Explore AI tools to analyze behavior, automate scoring, and personalize outreach effectively.
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Ethical AI Integration: Gain insights on addressing ethical concerns and establishing AI governance in sales.
Course Modules
Module 1: Introduction to Artificial Intelligence (AI) in Sales
- 1.1 Fundamentals of AI
- 1.2 Historical Journey and Evolution of AI in Sales
- 1.3 AI Tools & Technologies Transforming Sales
- 1.4 Benefits and Challenges in Adoption of AI in Sales
- 1.5 Real-world Examples and Applications of AI in Sales
- 1.6 Future of AI in Sales
Module 2: Understanding Data in Sales
- 2.1 Categories of Sales Data
- 2.2 Techniques for Effective Data Collection
- 2.3 Basics 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
Module 3: AI Technologies for Sales
- 3.1 Introduction to Machine Learning in Sales
- 3.2 Predictive Analytics: Forecasting Sales Trends
- 3.3 NLP: Enhancing Customer Interactions
- 3.4 Chatbots: Automating Customer Service
- 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
Module 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 in CRM
- 4.8 Gaining Actionable Insights from Data
- 4.9 Case Studies
Module 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
Module 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 Optimizing 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
Module 7: Ethical Considerations and Bias 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 Issues in AI Advancements
Module 8: Practical Workshop
- 8.1 Scenario-Based Exercises
- 8.2 Addressing Sales Challenges with AI
- 8.3 Collaborative AI Implementation Plans
Optional Module: AI Agents for Project Management
- What Are AI Agents
- Types of AI Agents
- Applications and Trend of AI Agents in Sales
Learning Outcomes
Upon successful completion of the AI+ Sales certification program, participants will demonstrate proficiency in leveraging Artificial Intelligence (AI) to revolutionize sales
processes. They will showcase adeptness in understanding and utilizing sales data effectively, integrating AI technologies into CRM systems for enhanced customer
relationship management. Participants will exhibit competence in utilizing AI for accurate sales forecasting and streamlining sales processes for improved productivity and
efficiency. Moreover, they will exhibit a thorough understanding of ethical considerations and biases related to AI implementation in sales. Armed with practical experience from workshops, graduates will be prepared to drive business growth ethically through AI-powered sales strategies.
AI Tools
You will master the following AI tools in our AI+ Sales course
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Who Should Attend
- 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 optimize 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.
Delivery options
AI+ Sales is available as a self-paced online course or instructor-led.
Instructor-led: Held over 1 day, it is an intensive day of training which includes live demos and real-time Q&A and peer collaboration. This course can be delivered onsite at your premises or in our virtual classroom. Request a quote for your team
Self-Paced online: 6-hours of on-demand video lessons, e-book and podcasts. Access to your own online learning portal for 12-months to work through and certify. Learn anywhere, anytime, with modular quizzes to track progress.
Pre-requisites
- Basic familiarity with sales processes and terminologies to comprehending the application of AI in sales.
- Fundamental proficiency in data analysis concepts to grasp the significance of data-driven decision-making in sales.
- Primary knowledge of CRM systems to understand the integration of AI technologies for sales optimization.
- Participants should have proactive interest in exploring the potential of artificial intelligence to transform sales processes and overall revenue growth.
Exam & Certification
This course prepares participants for the examination leading to AI+ Sales certification. The exam is held online via a proctored exam platform.
- Duration: 90 minutes
- Questions: 50 multiple-choice/multiple-response
- Passing mark: 70% (35 questions correct out of 50 questions)
- Delivery: completed online via your AI Certs learning portal
- A digital certification will be provided upon passing
Exam Blueprint:
- Introduction to Artificial Intelligence (AI) in Sales - 13%
- Understanding Data in Sales - 13%
- AI Technologies for Sales - 13%
- Implementation of AI in CRM Systems - 13%
- Sales Forecasting with AI - 13%
- Enhancing Sales Processes with AI - 13%
- Ethical Considerations and Bias AI - 13%
- Practical Workshop - 9%
Course Materials & Inclusions
One-year subscription to the AI+ course materials, these are regularly updated to ensure the latest developments are included in your courseware. This includes:
- High-Quality Videos, E-book (PDF & Audio), and Podcasts
- AI Mentor for Personalised Guidance
- Quizzes, Assessments, and Course Resources
- Comprehensive Exam Study Guide
- Official AI+ Certification Online Proctored Exam
- One Free Exam Retake
You will receive a digital certification upon passing the online examination.
Recent customers
An amazing instructor who explained the content very clearly and at a very good pace. This was a good balance and approach. I found the worked examples very practical and very relatable to the Defence industry sector I work in.
Really good facilitation, kept me interested and shared so many practical applications.
Gave me a better understanding of concepts, theories and tools to formalise and improve my current relationship management.
The instructor was very professional and was able to explain each area thoroughly and is available for Q&A.
Learnt a lot that we can implement or improve on in our organisation. The presenter was clear, precise and could relate difficult concepts into language and scenarios we could relate to. Everyone came away from the course feeling that had learnt something valuable.
Catholic Education, Brisbane
The examples provided by the instructor as we were covering of material, made everything make sense. This helped during the exam. Pat was fantastic and engaging. Kept everyone on their toes and ensured he took the time to explain anything we were not clear on.
BAI Communications
The instructor was great and very interactive. He made sure we understood the material and gave ample opportunity for us to ask questions. He provided great examples which tied everything in.
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