WORKING SMART USING AI FOR SALES PROFESSIONALS

Leveraging AI for a Better Way to Work

  • Do you feel burdened by repetitive, manual tasks that eat into your selling time?
  • Do you struggle to streamline your sales communications and follow-ups efficiently?
  • Do you find it challenging to keep pace with the rapid development of AI tools like Microsoft Copilot and how they apply to your sales workflow?
  • Do you wish you could spend less time on administrative tasks and more time on prospecting, relationship building, and closing deals?

If so, then the Working Sm@rt with AI for Sales Professionals programme will help you.

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AT A GLANCE

Who Should Attend:

Sales Professionals looking to enhance their efficiency and effectiveness through the integration of AI tools in their daily operations.

This workshop is designed to empower sales professionals with the knowledge and tools to integrate AI into their daily workflows. Participants will explore the capabilities of AI tools like Microsoft Copilot, learning how to automate routine tasks, enhance communication, and streamline their processes.

Outcome:

By the end of this workshop, participants will be equipped with practical knowledge and skills to leverage AI tools, improving their processes and staying ahead in the rapidly evolving landscape of AI in sales.

Before the course begins, all participants should have access to Gemini, Microsoft Copilot and an OpenAI ChatGPT account for hands-on exercises.

Format

  • Half day, instructor-led virtual classroom session

What’s Included

  • Ongoing support through a responsive AI chat resource to reinforce learning
  • Comprehensive Learning Guide
  • LearningLink: Enrolment for Our monthly productivity newsletter to keep you updated.

Integrate AI into Every Stage of the Sales Cycle

Designed for forward-thinking sales teams, this session demonstrates how to integrate AI into every stage of the sales cycle -from prospecting to follow-up. Participants gain hands-on experience using AI to accelerate lead generation, personalize client outreach, and automate tedious tasks with tools like Microsoft Copilot.

This course will help you:

  • Leverage AI for prospecting, outreach, and communication

  • Automate sales tasks to free up time for high-value activity

  • Learn how AI is reshaping the sales profession

  • Recognize upcoming advancements that will reshape AI usage in business.
  • Discover best practices using AI, including prompt engineering and refinement
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What you will learn

Understanding AI Fundamentals

• Develop a basic understanding of generative AI.
• Discover how AI is impacting both businesses
and business professionals today.
• Recognize AI capabilities and limitations.
• Identify ethics and data privacy considerations
when using AI.

Leveraging AI Tools

• Navigate the overwhelming number of AI tools
available today.
• Understand how AI can be used to improve efficiency
in daily tasks.
• Discover best practices using AI, including prompt
engineering and refinement.
• Identify new and unique ways in which AI is being
applied in business today.
• Recognize upcoming advancements that will
reshape AI usage in business.
• Identify strategies for adapting AI as the
technology evolves.

Being Productive Using AI

• Practice using proven AI solutions applied to
time-consuming tasks we do every day.
• Incorporate AI tools like Microsoft Copilot to
automate routine tasks.
• Understand how to leverage AI in your daily workflow.

Practicing using AI for Sales Professionals

• Utilize AI as your personal sales and marketing assistant.
• Apply techniques to boost prospecting, lead generation, and client communication.
• Identify opportunities to become a more creative, effective, and productive Sales professional.
• Discover new Key Sales Tools

Detailed Synopsis

Course Overview: By the end of this workshop, participants will be equipped with practical knowledge and skills to leverage AI tools, improving their processes and staying ahead in the rapidly evolving landscape of AI in sales.

Using AI to Sell Smarter

  • Prospecting & Lead Generation: Use AI to research prospects, personalize outreach, and identify opportunities faster.

  • Sales Communication: Draft compelling emails, proposals, and follow-ups with AI assistance.

  • Meeting Preparation & Follow-Up: Summarize client calls, generate agendas, and create action items automatically.

  • Pipeline & Workflow Automation: Reduce time spent on CRM updates, scheduling, and repetitive admin tasks.

  • Data & Insights: Analyze customer data, uncover trends, and prepare impactful reports to support decision-making.

  • Collaboration: Boost sales team productivity by integrating AI into shared workflows and client interactions.

Make an enquiryDetailed Brochure

This technical training course is made available to you through our strategic partnership with “Professional Training Solutions Limited”. Thanks to this partnership we can deliver top-notch technical training for both beginners and experts.

Our technical training programs are tailored to help you keep up with the dynamic business environment through state-of-the-art training and continuous support. With our training, you can rest assured that your business is current and efficient.

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Upcoming Public Courses

If you want to sample our courses, you can join the public ones with one or two colleagues from your organisation. These public courses are available to book now.  However, we recommend that the best way to learn is with courses that are tailored for you and your co-workers, because learning in groups is proven to be more effective. For large groups or teams, we recommend that you contact us to arrange a course that suits your needs and availability.

Public Courses available in February 2026–January 2027

  • There are no events scheduled during these dates.