AI to Drive Sales Performance

Introduction

Sales organisations today operate in a highly competitive, data-rich, and fast-moving environment. Buyers are more informed, sales cycles are more complex, and sales teams are expected to deliver personalised engagement, accurate forecasting, and consistent performance. Artificial Intelligence (AI) is increasingly becoming a critical enabler in modern sales functions.

Advances in Machine Learning, Large Language Models (LLMs), and Generative AI allow sales professionals to analyse customer data, identify opportunities, personalise outreach, support negotiations, and improve forecasting accuracy. With modern AI tools, sales representatives, managers, and leaders can automate repetitive tasks, generate insights, and focus more time on high-value selling activities.

This course provides a practical, business-focused introduction to AI for sales professionals. Participants will learn AI fundamentals, understand how AI technologies interconnect, and gain hands-on experience with leading AI tools such as ChatGPT, Gemini, Copilot, Perplexity, Grok, Claude, Manus, DeepSeek, Qwen, and NotebookLM. The emphasis is on real sales use cases, ethical and responsible AI usage, and measurable revenue and productivity impact, without requiring programming skills.

Who Should Attend

This course is designed for working professionals involved in sales and revenue-generating roles, including:

  • Sales executives and account managers
  • Business development and key account teams
  • Inside sales and sales support teams
  • Sales operations and revenue analytics professionals
  • Pre-sales and solution consultants
  • Sales managers and team leaders
  • Commercial and revenue leaders

No prior AI or technical background is required.

Level: Beginner to Intermediate. No prior AI or technical background is required.

Delivery Mode: 2-days, In-house. Instructor-led, hands-on AI tools (no coding required).

Outcome

By the end of this course, participants will be able to:

By the end of this course, participants will be able to: Understand core AI concepts and terminology relevant to sales
Distinguish between AI, Machine Learning, Deep Learning, LLMs, and Generative AI
Evaluate and select AI tools suitable for sales workflows
Apply AI tools to prospecting, lead qualification, outreach, and forecasting
Use AI responsibly within ethical, legal, and organisational constraints
Identify high-impact AI use cases across the sales lifecycle
Contribute to AI adoption and sales transformation initiatives

Select to design your own content and request for a customized quotation

No Topic Topic Description
1 Understanding AI in Sales
  • What Artificial Intelligence is and is not
  • Relationship between:
    • Artificial Intelligence
    • Machine Learning
    • Deep Learning
    • Large Language Models
    • Generative AI
  • How AI systems learn from customer and sales data
  • Current AI applications in sales:
    • lead scoring and prioritisation
    • customer segmentation and targeting
    • personalised outreach and content generation
    • sales forecasting and pipeline analysis
  • Strengths and limitations of AI in sales environments
2 AI Tools Landscape for Sales Professionals
  • Overview of modern AI tools for sales:
    • ChatGPT, Gemini, Copilot, Claude
    • Perplexity, Grok, Manus, DeepSeek, Qwen, NotebookLM
  • Understanding differences in:
    • content generation vs data analysis
    • reasoning quality and reliability
    • customer data privacy and compliance
  • Selecting the right AI tool for:
    • prospect research and account preparation
    • email and proposal drafting
    • meeting preparation and follow-ups
  • Prompt engineering fundamentals for sales use cases

Hands-On Activities

  • Writing prompts for prospect research and outreach
  • Generating personalised sales emails and call scripts
  • Comparing AI-generated outputs across tools
3 AI for Prospecting, Outreach, and Engagement
  • AI-assisted prospect research and qualification
  • Personalising outreach at scale using AI
  • Supporting sales conversations and discovery calls
  • AI-generated proposals, quotes, and presentations
  • Using AI with spreadsheets:
    • Excel with Copilot
    • Google Sheets with Gemini

Hands-On Activities

  • Creating AI-assisted outreach sequences
  • Drafting customer-specific value propositions
4 Responsible AI, Ethics, and Compliance in Sales
  • Ethical risks of AI in sales:
    • misleading or exaggerated claims
    • biased targeting and discrimination
    • over-automation of customer interactions
  • Customer data protection and consent considerations
  • Transparency and accountability in AI-assisted selling
  • Human-in-the-loop sales decision-making
  • Best practices for responsible AI usage in sales
5 AI for Sales Forecasting and Pipeline Management
  • AI concepts in sales forecasting and pipeline analysis
  • Identifying risks and opportunities in the sales pipeline
  • AI-assisted revenue projections and scenario planning
  • Supporting sales managers with AI insights

Hands-On Activities

  • Analysing pipeline data using AI
  • Drafting sales performance summaries
6 AI for Customer Insights and Relationship Management
  • Analysing customer interactions and feedback using AI
  • Supporting account management and upselling strategies
  • AI-assisted CRM insights and summaries
  • Knowledge-based AI using internal sales documents:
    • NotebookLM and Manus

Hands-On Activities

  • Generating customer insights using AI
  • Designing AI-assisted account review summaries
7 AI-Enabled Workflow Automation in Sales
  • Designing AI-supported sales workflows:
    • leads → opportunities → proposals → follow-ups
  • Integrating AI tools into daily sales operations
  • Improving productivity, consistency, and response time
  • Measuring performance, conversion rates, and revenue impact

Exercise

  • Designing an AI-supported sales workflow
8 AI Strategy for Sales Leaders and Decision-Makers
  • Identifying high-impact AI opportunities in sales organisations
  • Build vs buy vs partner considerations
  • Developing an AI adoption roadmap for sales teams
  • Establishing AI usage guidelines and governance
  • Preparing sales teams for AI-enabled selling

Workshop

  • Drafting a high-level AI strategy for a sales organisation

Expert

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