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AI-201 AI for Sales & Business Development

 

Course Overview

Sales and business development teams operate in highly competitive environments where speed, personalization, and customer insights directly influence results. Artificial Intelligence enables teams to identify opportunities faster, improve communication quality, automate repetitive activities, and optimize customer engagement.

This practical course focuses on integrating AI into the complete sales cycle—from prospect identification and lead qualification to proposal development, negotiation preparation, and customer relationship management.

Participants learn how to apply AI tools in real business environments to improve efficiency and support better decision-making.

 

Course Information

Course Code: AI-201

Category: Business & Functional Programs

Level: Intermediate

Duration: 10 Hours

Language Availability:

  • English

  • French

  • Persian

  • Customized upon request

Delivery Formats:

  • Live Online Training

  • In-House Training

  • Hybrid Learning

 

Recommended Learning Path

Recommended previous courses:

→ AI-101 | AI Fundamentals for Professionals

or

→ AI-102 | ChatGPT & AI Productivity Masterclass

Recommended next courses:

→ AI-401 | Executive AI Strategy for Managers

→ AI-501 | Customized AI Training Solutions for Organizations

 

Target Audience

This course is designed for:

  • Sales Representatives

  • Account Managers

  • Business Development Teams

  • Customer Relationship Teams

  • Commercial Managers

  • Entrepreneurs

  • Consultants

  • Corporate Sales Teams

 

Prerequisites

Recommended:

  • Basic understanding of sales processes

  • Basic business communication skills

No technical or programming background required.

 

Learning Objectives

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

✓ Use AI for lead generation and qualification

✓ Create personalized customer communication

✓ Generate professional sales content

✓ Improve prospecting efficiency

✓ Support negotiations using AI tools

✓ Build AI-supported sales workflows

✓ Improve customer engagement

 

Course Modules

Module 1 — AI in Modern Sales & Business Development

Duration: 1 Hour

Topics:

  • AI transformation in sales

  • Modern sales workflows

  • Customer journey overview

  • Opportunities and limitations

Exercise:

Identifying challenges in current sales processes

 

Module 2 — Lead Generation & Customer Research

Duration: 2 Hours

Topics:

  • Prospect identification

  • Customer profiling

  • Market intelligence

  • Competitive research

  • Lead qualification

Exercise:

Creating customer profiles and target segments

 

Module 3 — AI-Powered Communication & Outreach

Duration: 2 Hours

Topics:

  • Personalized emails

  • Sales messaging

  • Follow-up sequences

  • Communication optimization

  • Outreach strategies

Exercise:

Building customized outreach campaigns

 

Module 4 — Proposal Development & Sales Documentation

Duration: 2 Hours

Topics:

  • Proposal writing

  • Quotation support

  • Presentation preparation

  • Value proposition development

  • Meeting summaries

Case Study:

Preparing a customer proposal

 

Module 5 — AI for Negotiation & Customer Relationship Management

Duration: 2 Hours

Topics:

  • Negotiation preparation

  • Objection handling

  • Customer interaction analysis

  • Retention strategies

  • CRM enhancement

Exercise:

Sales negotiation simulation

 

Module 6 — Risks, Ethics & Best Practices

Duration: 1 Hour

Topics:

  • AI limitations

  • Data privacy

  • Human validation

  • Ethical considerations

  • Common implementation mistakes

 

Tools Covered

Participants will work with:

  • ChatGPT

  • Microsoft Copilot

  • Claude

  • Perplexity

  • CRM AI platforms

  • Sales productivity tools

 

Practical Activities

Participants will:

✓ Build customer personas

✓ Generate outreach campaigns

✓ Create sales proposals

✓ Build AI-supported sales workflows

✓ Prepare negotiation strategies

✓ Conduct customer research

 

Skills Acquired

After completing this course participants can:

  • Improve prospecting efficiency

  • Create stronger customer communications

  • Produce professional sales documentation

  • Support customer engagement activities

  • Reduce repetitive work

  • Integrate AI into sales workflows

 

Expected Business Outcomes

Organizations can expect:

✓ Faster lead qualification

✓ Improved customer communication

✓ Increased sales productivity

✓ Reduced administrative effort

✓ Better customer engagement

Estimated impact:

20–35% reduction in repetitive sales activities

Improved sales process efficiency and response times

 

Assessment Method

Participants are evaluated through:

✓ Practical exercises

✓ Mini case studies

✓ Sales simulations

✓ Final activity

 

Certification

Participants receive:

OAC Certificate of Completion

Certificate includes:

✓ Participant Name

✓ Course Title

✓ Training Hours

✓ Completion Date

✓ Unique Verification ID

✓ Instructor Signature

✓ Official OAC Validation

 

FAQ

Do participants need AI experience?

No prior AI experience is required.

 

Can examples be customized to our industry?

Yes. Industry-specific scenarios and examples can be integrated.

 

Will participants work on practical activities?

Yes. Practical exercises and simulations are included.

 

Can this course be delivered at our organization?

Yes. Online, hybrid, and in-house options are available.

 

Related Courses

AI-102 | ChatGPT & AI Productivity Masterclass

AI-202 | AI for Marketing & Content Creation

AI-401 | Executive AI Strategy for Managers

AI-501 | Customized AI Training Solutions for Organizations

 

Contact Section

Strengthen your sales performance and accelerate business growth with practical AI tools and strategies.

Contact OAC for schedules and customized training solutions.

©2022 Formative Consulting.  - Mise à jour du site : 14 avril 2022

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