[B2] AI for Sales & CRM Automation

Description:
This course introduces sales professionals and business owners to AI tools that optimize customer relationship management, lead scoring, and pipeline forecasting. Participants will explore how AI-powered CRM platforms automate repetitive sales tasks, improve client engagement, and identify high-value opportunities.

Why: Focuses on AI tools that directly improve conversion and revenue.

Tools: Salesforce Einstein (exposure), HubSpot AI (free), Zoho AI.

Outcomes:

• Automate lead scoring and follow-ups.
• Predict sales trends.
• Build CRM workflows with AI.

Course Outline:

• Module 1: The AI-Powered Sales Landscape (3 hrs)
  • How AI is reshaping sales.
  • Overview of Salesforce Einstein, HubSpot AI, Zoho CRM.

• Module 2: Lead Generation & Qualification (4 hrs)
  • AI-driven lead scoring and prioritization.
  • Chatbots and conversational AI for pre-sales engagement.

• Module 3: Sales Forecasting & Analytics (4 hrs)
  • AI-powered pipeline forecasting.
  • Predicting customer churn and upselling opportunities.

• Module 4: Automating Workflows & Customer Engagement (4 hrs)
  • Automating outreach and follow-up.
  • AI tools for personalized client communication.
  • Capstone: design an AI-powered sales workflow.

Learning Outcomes:

• Understand how AI enhances CRM workflows.
• Automate lead qualification and customer engagement tasks.
• Use AI analytics for accurate sales forecasting.
• Personalize sales interactions with AI-driven recommendations.
• Build a scalable AI-enabled sales process.

Course Development Lead:
J. Carter is a Senior Sales Operations Consultant with 18 years in B2B and SaaS sales. He has trained sales teams globally on adopting AI-powered CRM tools for pipeline growth.