What AI tools will I work with in this course?

You’ll explore tools such as Salesforce Einstein, Conversica, and Uniphore to automate workflows and personalize sales engagement.

Is this course relevant for B2B and B2C sales roles?

Yes. The concepts and tools apply across B2B, B2C, enterprise sales, and consultative selling environments.

Will I learn how to integrate AI into existing CRM systems?

Yes. The course covers practical ways to embed AI into CRM platforms for smarter pipelines and customer interactions.

Does the course focus only on automation?

No. Along with automation, it emphasizes data-driven decision-making, human-AI collaboration, and strategic sales planning.

How practical is the learning experience?

The course uses real-world scenarios, applied exercises, and hands-on tool exposure to ensure immediate workplace relevance.

What kind of sales data will I learn to analyze with AI?

You’ll work with customer behavior data, pipeline metrics, forecasting data, and engagement signals to improve sales strategies.

Is ethical use of AI in sales addressed?

Yes. The course covers responsible AI usage, bias mitigation, and transparency in customer engagement.

Can this course help sales leaders and managers?

Absolutely. It equips leaders with AI-driven insights for forecasting, performance tracking, and strategic decision-making.

What will I get if I purchase the Certificate?

When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Sales with AI

Sales with AI

Instructor: AI CERTs Team

Included with

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8 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

5 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

8 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

5 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

AI-Powered Sales Insights: Use AI to analyze customer data, uncover patterns, and make smarter, faster sales decisions at every stage.
Predictive Forecasting & Lead Scoring: Apply AI models to forecast revenue, prioritize leads, and improve pipeline accuracy and conversions.
CRM Automation with AI: Integrate AI tools like Salesforce Einstein to automate workflows, personalize outreach, and boost productivity.
Ethical & Data-Driven Selling: Implement AI responsibly in sales while reducing bias, ensuring transparency, and building customer trust.

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There are 8 modules in this course

AI for Sales Professionals empowers sales leaders to harness the power of AI to drive smarter, data-driven decision-making and boost revenue. This course teaches professionals to integrate AI technologies into CRM systems, optimize forecasting, and enhance customer relationship management for maximum impact.

Learners will explore industry-leading AI tools such as Salesforce Einstein, Conversica, and Uniphore to automate lead scoring, personalize outreach, and analyze sales performance in real time. By mastering predictive analytics and AI-driven insights, sales teams can identify new business opportunities, improve pipeline management, and streamline complex sales processes. The program emphasizes practical applications through hands-on workshops, case studies, and real-world examples, enabling participants to apply AI strategies immediately in their organizations. Ethical AI practices, bias mitigation, and responsible implementation are woven into the curriculum to ensure sustainable, trustworthy adoption. By the end of the course, learners will be equipped to lead AI-enhanced sales initiatives, optimize workflows, and drive measurable business growth, making them indispensable in today’s competitive sales landscape.

This module covers a quick summary of what the certification is going to cover from start to finish. Here is the brief about the structure of the overall certification: Each of our certifications follows a consistent, multimodal structure to provide a flexible learning experience. The content is available across four formats: eBooks: In-depth written material for focused learning. Audiobooks: Audio version of the eBook, perfect for learning on the go. Podcasts: Engaging audio content to reinforce key concepts. Videos: Modular video chunks, each covering a specific topic. The names of the eBooks, Audiobooks, and Podcasts are the same, ensuring you can seamlessly switch between formats without losing track of the content. Videos are divided into bite-sized modules for easier consumption, and all content across these mediums is consistent, so no matter which format you choose, the information remains the same. This gives you the freedom to learn in the way that works best for you.

What's included

19 videos1 reading1 assignment7 plugins

19 videos Total 217 minutes

Audiobook: Course Introduction 6 minutes
Course Introduction 4 minutes
Audiobook: Module 1: Introduction to Artificial Intelligence in Sales 86 minutes
Podcast: Module 1: Introduction to Artificial Intelligence in Sales 43 minutes
1.1 Introduction to AI in Sales 6 minutes
1.2 Key Components of AI 4 minutes
1.3 Evolution of AI 5 minutes
1.4 Evolution of AI in Sales 4 minutes
1.5 Role of AI in Sales 5 minutes
1.6 AI tools for Sales 6 minutes
1.7 Machine Learning (ML) 6 minutes
1.8 Predictive Analytics 6 minutes
1.9 Chatbots and Virtual Assistants 5 minutes
1.10 Sales Forecasting 5 minutes
1.11 Benefits & Challanges 5 minutes
1.12 Success Stories & Applications of AI 4 minutes
1.13 Enhanced Personalization & Virtual Sales Assistants 5 minutes
1.14 Predictive Analytics & Automated Data Analysis 5 minutes
1.15 Sales Process Optimization & Augmented Reality (AR) in Sales 5 minutes

1 reading Total 10 minutes

Hands on: 1 10 minutes

1 assignment Total 30 minutes

Quiz: 1 30 minutes

7 plugins Total 105 minutes

EBook: Module 1: Introduction to Artificial Intelligence (AI) in Sales 15 minutes
Activity: Hotspot 15 minutes
Activity: Timeline 15 minutes
Activity: Tab Type 2 15 minutes
Activity: Carousel/ Slideshow 15 minutes
Activity: True/False 15 minutes
Activity: Knowledge checks 15 minutes

What's included

23 videos1 reading1 assignment9 plugins

23 videos Total 227 minutes

Audiobook: Module 2: Understanding Data in Sales 74 minutes
Podcast: Module 2: Understanding Data in Sales 55 minutes
2.1 Sales Data Categories and Their Significance 6 minutes
2.2 Techniques for Effective Data Collection 5 minutes
2.3 Secondary Data Collection Techniques 5 minutes
2.4 Data Privacy and Ethics Considerations 5 minutes
2.5 Data Analysis and Interpretation in Sales 5 minutes
2.6 Data Collection and Preparation 6 minutes
2.7 Descriptive Analysis & Inferential Analysis 5 minutes
2.8 Data Visualization 7 minutes
2.9 Data Management Methods 4 minutes
2.10 NoSQL Databases 4 minutes
2.11 Data Warehouses 4 minutes
2.12 Data Lakes 4 minutes
2.13 Cloud Storage 3 minutes
2.14 Data Protection Principles 4 minutes
2.15 Purpose Limitation & Data Minimization 3 minutes
2.16 Data Accuracy & Security and Confidentiality 4 minutes
2.17 What is CRM Integration & Benefits 4 minutes
2.18 Common CRM Integration Methods & Best Practices for CRM Integration 5 minutes
2.19 Customer Relationship Management (CRM) Analytics & Business Intelligence (BI) Tools & Predictive Analytics Tools 5 minutes
2.20 Importance of Ethical Use of Sales Data & Key Considerations for Ethical Use of Sales Data 5 minutes
2.21 Real-World Data Applications 5 minutes

1 reading Total 10 minutes

Hands on: 2 10 minutes

1 assignment Total 30 minutes

Quiz: 2 30 minutes

9 plugins Total 135 minutes

EBook: Module 2: Straight Connector 2, Shape Understanding Data in Sales 15 minutes
Activity: Tab Type 1 15 minutes
Activity: Hotspot 15 minutes
Activity: Popup 15 minutes
Activity: Accordion 15 minutes
Activity: Tab Type 1 15 minutes
Activity: Problem Statement: Type 1 15 minutes
Activity: Problem Statement: Type 2 15 minutes
Activity: Knowledge checks 15 minutes

What's included

23 videos1 reading1 assignment9 plugins

23 videos Total 317 minutes

Audiobook: Module 3: AI Technologies for Sales 136 minutes
Podcast: Module 3: AI Technologies for Sales 91 minutes
3.1 Understanding ML 4 minutes
3.2 Role, Applications & Challanges in ML 4 minutes
3.3 Understanding Predictive Analytics 5 minutes
3.4 Understanding Exploratory Data Analysis (EDA) & Feature Selection Engineering 5 minutes
3.5 Model Selection and Creation & Model Training and Validation 4 minutes
3.6 Sales Forecasting and Prediction & Monitoring and Refinement 5 minutes
3.7 Importance of Customer Interaction 4 minutes
3.8 Understanding Chatbots & Benefits of Chatbots in Customer Service 5 minutes
3.9 How Chatbots Work & Best Practices for Implementing Chatbots 4 minutes
3.10 Understanding Segmentation & Benefits of Segmentation 5 minutes
3.11 Types of Segmentation & AI Technologies for Segmentation 4 minutes
3.12 Understanding Personalization in Sales & Benefits 4 minutes
3.13 Leveraging AI for Personalization in Sales & Implementing Personalization Strategies 6 minutes
3.14 Enhancing User Experience with Collaborative & Content-Based Filtering 3 minutes
3.15 Hybrid and ML-Enhanced Recommendation Systems 4 minutes
3.16 Measuring Success: Evaluating and Implementing Recommendation Engines 3 minutes
3.17 Transforming Sales with CRM and AI-Powered Lead Generation 4 minutes
3.18 Sharpening Sales Strategies with Forecasting and Process Optimization 3 minutes
3.19 Driving Conversions with Personalization and Predictive Analytics 4 minutes
3.20 Measuring What Matters: KPIs and Sales Funnel Analysis 4 minutes
3.21 Empowering Sales with CRM, Analytics, and Coaching Strategies 4 minutes

1 reading Total 10 minutes

Hands on: 3 10 minutes

1 assignment Total 30 minutes

Quiz: 3 30 minutes

9 plugins Total 135 minutes

EBook: Module 3: AI Technologies for Sales 15 minutes
Activity: Drag-and-Drop 15 minutes
Activity: Sequence 15 minutes
Activity: Tab Type 2 15 minutes
Activity: Carousel/ Slideshow 15 minutes
Activity: True/False 15 minutes
Activity: Multiple Response 15 minutes
Activity: Popup 15 minutes
Activity: Knowledge checks 15 minutes

What's included

15 videos1 reading1 assignment6 plugins

15 videos Total 171 minutes

Audiobook: Module 4: Implementation of AI in CRM Systems 75 minutes
Podcast: Module 4: Implementation of AI in CRM Systems 39 minutes
4.1 Foundations of CRM: Strategy, Systems, and Impact 4 minutes
4.2 Elevating CRM with AI Integration: Benefits and Best Practices 5 minutes
4.3 Mastering Lead Scoring: Strategy, Models, and Implementation 5 minutes
4.4 Unlocking Growth Through Lead Scoring: Benefits and Best Practices 4 minutes
4.5 Powering Business Success Through Customer Insights 4 minutes
4.6 Sources and Analysis of Customer Insights 5 minutes
4.7 Streamlining Lead Management with Automation and Data-Driven Forecasting 5 minutes
4.8 Boosting Sales Performance Through Collaboration and AI Integration 4 minutes
4.9 Mastering Personalized Communication in CRM 5 minutes
4.10 Transforming CRM with Chatbots: Functionality, Benefits, and Implementation 5 minutes
4.11 From Data to Decisions: Understanding Analytics in CRM 4 minutes
4.12 Gathering and Analyzing Data for Market Insight 4 minutes
4.13 Real-World Impact of AI-Driven CRM: Case Studies Across Industries 4 minutes

1 reading Total 10 minutes

Hands on: 4 10 minutes

1 assignment Total 30 minutes

Quiz: 4 30 minutes

6 plugins Total 90 minutes

EBook: Module 4: Implementation of AI in CRM Systems 15 minutes
Activity: Hotspot 15 minutes
Activity: Drag-and-Drop 15 minutes
Activity: Accordion 15 minutes
Activity: Problem Statement: Type 1 15 minutes
Activity: Knowledge checks 15 minutes

What's included

19 videos1 reading1 assignment7 plugins

19 videos Total 211 minutes

Audiobook: Module 5: Sales Forecasting in AI 76 minutes
Podcast: Module 5: Sales Forecasting in AI 57 minutes
5.1 Sales Forecasting: Navigating Business Growth with Data 5 minutes
5.2 Linear Regression in Sales Forecasting 4 minutes
5.3 Time Series Analysis 5 minutes
5.4 Enhancing Sales Forecasting with Neural Networks 4 minutes
5.5 Powering Predictions with Ensemble Methods 5 minutes
5.6 Strengthening Analytics with Data Cleaning and Transformation 5 minutes
5.7 Unifying Data for Smarter Insights – Integration & Sampling in Action 5 minutes
5.8 Decoding Sales Insights – Patterns, Trends, and Strategic Planning 5 minutes
5.9 Trend Analysis Tools and Techniques 4 minutes
5.10 Evaluating Forecast Performance and Data Readiness 4 minutes
5.11 Advanced Forecasting Techniques for Modern Business Needs 5 minutes
5.12 Continuous Monitoring and Forecast Refinement 5 minutes
5.13 Neural Networks and Time Series in Forecasting 4 minutes
5.14 Core AI Tools for Data-Driven Accuracy 5 minutes
5.15 Utilizing Real-Time Data for Sales Forecasting 5 minutes
5.16 Scenario-Based Forecasting for Strategic Flexibility 4 minutes
5.17 Sales Forecasting with AI Measuring Accuracy, Bias, and Impact 6 minutes

1 reading Total 10 minutes

Hands on: 5 10 minutes

1 assignment Total 30 minutes

Quiz: 5 30 minutes

7 plugins Total 105 minutes

EBook: Module 5: Sales Forecasting in AI 15 minutes
Activity: Carousel/ Slideshow 15 minutes
Activity: Tab Type 2 15 minutes
Activity: Sequence 15 minutes
Activity: Multiple choice with image 15 minutes
Activity: True/False 15 minutes
Activity: Knowledge checks 15 minutes

What's included

20 videos1 reading1 assignment6 plugins

20 videos Total 240 minutes

Audiobook: Module 6: Enhancing Sales Processes with AI 77 minutes
Podcast: Module 6: Enhancing Sales Processes with AI 78 minutes
6.1 Task Automation in Sales 4 minutes
6.2 Transforming Sales with Task Automation 4 minutes
6.3 AI-Driven Personalization 4 minutes
6.4 Email Marketing with AI-driven Personalization 5 minutes
6.5 Social Media Insights with AI Analytics 3 minutes
6.6 Enhancing Engagement with AI Analytics on Social Media 6 minutes
6.7 Leveraging Predictive Analytics for Social Media Engagement and Business Growth 5 minutes
6.8 Enhancing Brand Engagement and Insights through Social Listening 4 minutes
6.9 Enhancing Marketing Effectiveness through Audience Segmentation 4 minutes
6.10 Social Media Advertisements for Enhanced Engagement and ROI 5 minutes
6.11 AI-powered Lead Generation 4 minutes
6.12 Benefits and Techniques of Customer Segmentation for Improved Sales and Marketing 5 minutes
6.13 Maximizing Sales Efficiency with AI-Powered Sales Routing 6 minutes
6.14 Content Performance through AI-Driven Optimization 5 minutes
6.15 Content Optimization with AI Insights 5 minutes
6.16 Performance Tracking and Real-Time Monitoring for Enhanced Sales Optimization 5 minutes
6.17 Upselling and Cross-Selling to Boost Sales and Customer Satisfaction 4 minutes
6.18 AI in Upselling and Cross-Selling 5 minutes

1 reading Total 10 minutes

Hands on: 6 10 minutes

1 assignment Total 30 minutes

Quiz: 6 30 minutes

6 plugins Total 90 minutes

EBook: Module 6: Enhancing Sales Processes with AI 15 minutes
Activity: Tab Type 1 15 minutes
Activity: Drag-and-Drop 15 minutes
Activity: Accordion 15 minutes
Activity: Multiple Response 15 minutes
Activity: Knowledge checks 15 minutes

What's included

20 videos1 reading1 assignment6 plugins

20 videos Total 244 minutes

Audiobook: Module 7: Ethical Considerations and Bias AI 80 minutes
Podcast: Module 7: Ethical Considerations and Bias AI 85 minutes
7.1 Defining Ethical AI in Sales: Principles and Best Practices 4 minutes
7.2 Ethical AI in Sales: Prioritizing Fairness, Transparency, and Stakeholder Well-being 6 minutes
7.3 Understanding and Mitigating Bias in AI Systems 4 minutes
7.4 Understanding and Identifying Bias in AI Systems 4 minutes
7.5 Addressing and Mitigating Bias in AI Systems 5 minutes
7.6 Addressing and Mitigating Bias in AI Systems: From Preprocessing to Post-Processing 6 minutes
7.7 Collaborative Efforts and Transparency in AI 5 minutes
7.8 Importance of Transparency in AI 3 minutes
7.9 Ensuring Transparency in AI Decision-Making 4 minutes
7.10 AI Accountability in Ethical and Transparent Practices 5 minutes
7.11 Approaches for AI Accountability 4 minutes
7.12 Privacy in AI 5 minutes
7.13 Safeguarding Customer Data 4 minutes
7.14 Understanding Regulatory Compliance in A 3 minutes
7.15 Ensuring Regulatory Compliance in AI 4 minutes
7.16 Importance of Trust in AI 4 minutes
7.17 Building Trust Through Ethical AI Practices 5 minutes
7.18 Ethical Challenges in AI Advancements 5 minutes

1 reading Total 10 minutes

Hands on: 7 10 minutes

1 assignment Total 30 minutes

Quiz: 7 30 minutes

6 plugins Total 90 minutes

EBook: Module 7: Ethical Considerations and Bias AI 15 minutes
Activity: Problem Statement: Type 2 15 minutes
Activity: Carousel/ Slideshow 15 minutes
Activity: Hotspot 15 minutes
Activity: True/False 15 minutes
Activity: Knowledge checks 15 minutes

What's included

8 videos1 reading1 assignment4 plugins

8 videos Total 165 minutes

Audiobook: Module 8: Practical Workshop 16 minutes
Podcast: Module 8: Practical Workshop 119 minutes
8.1 Scenario-Based Exercises 4 minutes
8.2 Applying AI in Real Sales Situations & Benefits of Scenario-Based Exercises 6 minutes
8.3 Identifying and Analyzing Sales Challenges & Leveraging AI to Overcome Sales Challenges 5 minutes
8.4 Understanding Collaborative AI Implementation 5 minutes
8.5 Steps for Collaborative AI Implementation 5 minutes
Course Summary 5 minutes

1 reading Total 10 minutes

Hands on: 8 10 minutes

1 assignment Total 30 minutes

Quiz: 8 30 minutes

4 plugins Total 60 minutes

EBook: Module 8 : Practical Workshop 15 minutes
Activity: Drag-and-Drop 15 minutes
Activity: Accordion 15 minutes
Activity: Knowledge checks 15 minutes

Instructor

AI CERTs Team

AI CERTs

44 Courses 14,523 learners

Offered by

AI CERTs

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Frequently asked questions

This course is ideal for sales professionals, business development leaders, consultants, and anyone looking to use AI to improve sales performance.

No. The course focuses on applied AI for sales, not programming. A basic understanding of sales processes is sufficient.

You’ll learn how AI enhances lead scoring, forecasting, customer insights, and CRM automation to drive higher conversions.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.