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AI by department

AI for sales teams and B2B selling course

More time selling and less time preparing, with AI as your sales assistant.

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Salespeople spend much of their time on tasks that are not selling: researching companies, writing emails, preparing meetings, drafting proposals and updating the CRM. Generative AI can take on a good share of that work and leave more time for talking to customers.

In this course each participant works with their own accounts: researching companies and contacts, genuinely personalised prospecting messages, rehearsing meetings and objections, proposals built from past cases and a CRM that updates with less effort.

Without losing the essential: the relationship with the customer stays human.

What you will learn

  • Research accounts and contacts in minutes
  • Personalise prospecting without falling into generic messages
  • Prepare meetings and objections with AI help
  • Write proposals and quotes from templates and past cases
  • Keep the CRM up to date with less effort

Syllabus

6 modules, from the fundamentals to the final project.

  1. The augmented salesperson

    • Where a salesperson's time goes
    • Which tasks AI can take on and which it cannot

  2. Account research

    • Company and contact profiles
    • News, industry challenges and buying signals
    • Decision-maker map

  3. Personalised prospecting

    • Emails and messages that do not read like templates
    • Follow-up sequences
    • Legal and reputational limits of prospecting

  4. Meetings

    • Preparation with discovery questions
    • Rehearsing the meeting and objections with AI
    • Notes, summary and next steps

  5. Proposals

    • From notes to proposal
    • Reusing approved cases and text
    • Responding to tenders and questionnaires

  6. CRM and forecasting

    • Logging activity automatically
    • Opportunity summaries and risks
    • Pipeline analysis

Tools you will practise with

  • ChatGPT, Claude or Gemini
  • Microsoft 365 Copilot or Gemini in Workspace
  • The company's CRM (HubSpot, Salesforce or other)

Hands-on project

You use AI to prepare a real target account from start to finish, from research and the first message to rehearsing the meeting and drafting the proposal.

Requirements

  • None.

Other courses

Where it is applied

  • AI agent for preparing quotes

    An AI agent reads each request, checks prices, stock and lead times in your systems and prepares the quote for a person to review and send.

  • AI customer churn prediction

    A machine learning model spots which customers are most likely to leave and why, so the sales team can act before losing them.

  • AI sales assistant

    An assistant that prepares visits, summarises meetings, drafts proposals and suggests CRM updates, so salespeople spend their time with customers.

  • AI call and meeting transcription and summaries

    We turn calls and meetings into summaries, tasks and CRM data, so nobody has to take notes or type them up.

Want this course for your team?

We adapt the content, length and format to your company.

Request information