Course
Course Overview
This one day program gives sales teams a hands-on tool driven understanding of how AI transforms prospecting, deal management, forecasting and sales operations. Instead of just theory, participants build real AI enabled workflows using modern CRMs, autonomous prospecting agents, call intelligence platforms and predictive forecasting systems aligned with 2026 sales technology. The training equips sales teams with practical, repeatable workflows, reliable automation and governance principles for ethical and compliant AI powered selling.
What Will You Learn?
In this course, you will explore practical ways AI enhances pipeline growth and deal execution. You will learn to :
● Integrate AI directly into CRM, sales engagement systems and revenue workflows.
● Use AI call intelligence platforms for deal coaching and pipeline risk detection.
● Build AI powered outbound personalization and prospecting systems at scale.
● Apply trustworthy forecasting frameworks supported by data signals and automation.
● Implement governance, bias controls and privacy aligned AI practices across the sales cycle.
Who This Course Is For
This program is ideal for sales leaders, managers, account executives, SDRs, BDRs, RevOps teams, sales enablement specialists, transformation teams and strategists who want to modernize their revenue workflows using AI and improve both pipeline quality and deal outcomes.
Course Outline
Module 1 : Modern AI Revenue Architecture
● AI Native Revenue Stack : Understand the modern 2026 sales tech landscape and how AI-native CRMs outperform legacy systems.
● Human and AI Selling Model : Identify where automation creates efficiencies and where human selling continues to win.
● Executive Revenue Impact : Connect AI adoption to ROI, pipeline quality, and sales efficiency metrics.
Module 2 : AI-Ready CRM & Data Activation Lab
● CRM & Pipeline Readiness : Conduct a CRM audit, apply opportunity tagging, and use AI signal readiness scoring.
● Workflow Activation : Map revenue workflows to identify where AI can automate or enhance sales execution.
Module 3 : AI SDR & Autonomous Prospecting
● AI Enrichment Automation : Build a clay style AI enrichment workflow to power smarter prospecting.
● Outbound Personalization Systems : Create hyperpersonalized cold emails and LinkedIn prompts.
● AI Sequence Builder : Develop a structured multistep AI outbound engine.
Module 4 : AI Call Intelligence & Deal Coaching
● Call Insight Extraction : Analyze recorded calls to detect buying signals, patterns and objections.
● AI Driven Deal Actions : Build next step templates and risk indicators to improve deal progression.
Module 5 : AI Personalization at Scale
● Proposal & Deck Automation : Generate AI powered proposals, pricing scenarios and sales decks.
● Scaled Personalized Messaging : Build workflows for personalized video messages and automated content assets.
● Hands-On Tools Lab : Use tools like Gamma and proposal automation workflows for real deliverables.
Module 6 : Forecasting Leaders Can Defend
● Reliable Forecasting Systems : Apply confidence weighting, slippage detection and pipeline health logic.
● Executive Narrative Building : Produce a defendable AI supported forecast story for leadership.
Module 7 : Governance, Risk & Responsible Sales AI
● Bias and Fairness Principles : Identify and prevent AI bias in scoring, qualification and prioritization.
● Privacy & Compliance : Apply GDPR and local privacy standards in sales workflows.
● Vendor Risk Evaluation : Use a structured risk checklist and build an internal AI usage policy.
Module 8 : Capstone: Revenue AI Implementation Blueprint
● AI Sales Workflow Architecture : Deliver end to end maps of automated and human led sales processes.
● Executive Blueprint Delivery : Present tool stack recommendations, KPI models, ROI logic and risk mitigation plans.
Before You Start
No technical background is required. Basic familiarity with CRM systems, pipeline stages, sales workflows and sales communication tools will help participants extract maximum value from the hands‑on workflows and labs.
Course Overview
Duration: 1 Day
Mode: Online/Offline
Case-based learning
Expert-led sessions & Interactive workshops
Practical strategy exercises
Start your AI journey today.
