AI for Sales

Übersicht

Tackle your sales work in an AI-first way! Learn to automate prospecting, draft personalized emails, and streamline CRM tasks using AI.

AI for Sales is a hands-on course for GTM leaders and reps who want to stop dabbling with AI and start using it to drive pipeline and revenue. You’ll learn how to use tools like Microsoft Copilot to speed up prospect research, craft personalized outreach, and spot the best opportunities to engage.

Along the way, you’ll practice prompt frameworks that turn AI from a toy into a reliable “sharp intern” across your sales workflow. From there, you’ll go deeper into conversion and coaching.

You’ll use AI to analyze competitors, handle objections, tailor proposals to different personas, and generate follow-ups that actually move deals forward. Finally, you’ll build your own sales coaching assistant that can review call transcripts, tag key moments, and deliver structured, evidence-based feedback at scale.

Lehrplan

• Boosting Prospecting with AI
Understand how AI enhances sales workflows through research, personalization, and automation. Identify opportunities and limitations of AI in a sales context—preview use cases across Microsoft Copilot.
• Boosting Conversions with AI
In this chapter, you’ll learn how to turn competitive research into clear value wedges, generate confident objection responses, and adapt proposals and follow-ups to the right persona and deal stage. Finally, you’ll translate AI-generated insights into concrete sales collateral—decks, summaries, and agendas—that keep buyers aligned, reduce friction, and make your next step in the deal feel obvious.
• Sales Coaching with Copilot Studio
In the final chapter, you’ll learn how to turn Microsoft Copilot Studio into a scalable sales coaching engine. You’ll build your first AI-powered sales coach, configure it with the right instructions, and teach it to analyze call transcripts for strengths, gaps, and next steps. You’ll also learn how to structure metadata, tag conversations, and refine your agent so it delivers consistent, evidence-based coaching your entire team can rely on. By the end, you’ll know how to automate high-quality feedback at scale—without losing the human touch that makes coaching effective.

---

Unterrichtet von

Jody Geiger

---

Fachgebiete

Artificial Intelligence