AI+ Sales™ eLearning

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

1. Course Introduction Preview 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 Sales
   • 1. What Are AI Agents
   • 2. Types of AI Agents
   • 3. Applications and Trend of AI Agents in Sales
   Tools you will explore
   • Salesforce Einstein
   • Conversica
   • Uniphore

Online proctored exam included, with one free retake.
Exam format: 50 questions, 70% passing, 90 minutes, online proctored exam

Self study materials are available for 365 days.