AI+ Sales Practitioner™

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The AI+ Sales Practitioner™ certification equips sales professionals and business leaders with the knowledge and practical skills needed to use artificial intelligence to improve sales performance, customer engagement and revenue growth.

The course explores AI-powered sales automation, sales data analysis, CRM integration, predictive forecasting, customer segmentation and personalised engagement, while also addressing ethical considerations and bias in AI-driven sales. Through practical workshops, real-world applications and hands-on experience with AI sales tools, participants learn how to optimise sales processes, make better data-driven decisions and implement responsible AI strategies.

Duration

Self-Paced: Approximately 8 hours of on-demand content.
Includes on-demand video lessons, an e-book and podcasts, with modular quizzes to track progress.

Who Should Attend

Sales Executives: Use AI to automate sales processes, improve customer relationship management and enhance sales performance.
Marketing Professionals: Integrate AI into customer targeting, personalisation and engagement strategies.
Business Development Managers: Leverage AI-driven insights to identify new business opportunities and drive growth.
Product Managers: Use AI to better understand customer needs, optimise pricing strategies and improve product positioning.
Consultants: Help organisations implement AI-powered sales strategies that improve profitability and operational efficiency.

Prerequisites

Basic familiarity with sales processes and terminology.
Fundamental proficiency in data analysis concepts and data-driven decision-making.
Primary knowledge of CRM systems and their role in sales management.
An interest in exploring how artificial intelligence can transform sales processes and support revenue growth.

Course Content

Course Overview

Course Introduction

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

Module 4: Implementation of AI in CRM Systems

AI integration with CRM platforms
AI-powered customer relationship management
Automating sales and customer engagement processes
Using AI to improve lead management and customer insights

Module 5: Sales Forecasting with AI

AI-driven sales forecasting
Predictive modelling and trend analysis
Using AI insights to support sales decision-making
Improving forecast accuracy through data-driven approaches

Module 6: Enhancing Sales Processes with AI

AI-powered sales automation
Lead scoring and qualification
Personalised customer engagement
Optimising sales workflows and productivity

Module 7: Ethical Considerations and Bias in AI Sales

Ethical considerations when using AI in sales
Identifying and mitigating bias in AI systems
Responsible use of customer and sales data
AI governance and responsible sales practices

Module 8: Practical Workshop

Practical application of AI-driven sales strategies
Applying AI tools to sales scenarios
Developing and evaluating AI-powered sales solutions

Tools You’ll Explore

Salesforce Einstein
Conversica
Uniphore

Why This Certification Matters

AI-Powered Sales Automation: Learn how AI can automate routine activities such as lead management, follow-ups and customer engagement, allowing sales teams to focus on higher-value activities.
Improved Sales Forecasting: Use AI-driven tools and predictive analytics to identify trends, forecast sales and support more informed strategic decisions.
Enhanced Customer Engagement: Apply AI to understand customer behaviour and preferences, enabling more personalised and effective sales approaches.
CRM Integration: Learn how AI can be integrated with CRM systems to improve customer relationship management, lead scoring and sales performance.
Ethical AI Adoption: Develop an understanding of ethical considerations and bias when implementing AI-driven sales strategies.

Skills You’ll Gain

Leveraging Sales Data with AI
Exploring AI Technologies for Sales
Integrating AI into CRM Systems
Applying AI for Sales Forecasting
Enhancing Sales Processes with AI
Navigating Ethical Considerations and Bias in AI Sales
Implementing AI-Driven Strategies for Sales Optimisation

Exam Details

Duration: 90 minutes
Passing Score: 70% (35/50)
Format: 50 multiple-choice/multiple-response questions
Delivery Method: Online via a proctored exam platform with flexible scheduling.
Exam Retake: One free retake is included.