AI+ Sales™

Boost Sales Success Through AI-Driven Insights
  • Sales Transformation: Harness AI to boost sales operations, CRM integration, and forecasting
  • Hands-on Approach: Practical workshops covering AI tools and ethical sales practices
  • Data-Driven Insights: Learn to analyze, optimize, and automate sales processes
  • Growth-Oriented: Drive ethical business growth and maximize performance

 

Módulos

  • Course Overview:
    1. Course Introduction Preview
  • Module 1: Introduction to Artificial Intelligence (AI) in Sales:
    1. 1.1 Fundamentals of AI
    2. 1.2 Historical Journey and Evolution of AI in Sales
    3. 1.3 AI Tools & Technologies Transforming Sales
    4. 1.4 Benefits and Challenges in Adoption of AI in Sales
    5. 1.5 Real-world Examples and Applications of AI in Sales
    6. 1.6 Future of AI in Sales
  • Module 2: Understanding Data in Sales:
    1. 2.1 Categories of Sales Data
    2. 2.2 Techniques for Effective Data Collection
    3. 2.3 Basics of Data Analysis and Interpretation
    4. 2.4 Data Management Methods
    5. 2.5 Data Protection Principles
    6. 2.6 Data Integration in CRM Systems
    7. 2.7 Overview of Analytical Tools
    8. 2.8 Ethical Use of Sales Data
    9. 2.9 Case Studies: Real-World Data Applications
  • Module 3: AI Technologies for Sales :
    1. 3.1 Introduction to Machine Learning in Sales
    2. 3.2 Predictive Analytics: Forecasting Sales Trends
    3. 3.3 NLP: Enhancing Customer Interactions
    4. 3.4 Chatbots: Automating Customer Service
    5. 3.5 Segmentation: Tailoring Customer Experiences
    6. 3.6 Personalization: Customizing Sales Approaches
    7. 3.7 Recommendation Engines: Driving Product Suggestions
    8. 3.8 Sales Automation: Streamlining Sales Processes
    9. 3.9 Performance Analysis: Measuring Sales Effectiveness
  • Module 4: Implementation of AI in CRM Systems :
    1. 4.1 Foundation of CRM Systems
    2. 4.2 AI Integration into CRM Systems
    3. 4.3 Lead Scoring
    4. 4.4 Customer Insights
    5. 4.5 Sales Automation
    6. 4.6 Personalized Communication
    7. 4.7 Chatbots in CRM
    8. 4.8 Gaining Actionable Insights from Data
    9. 4.9 Case Studies
  • Module 5: Sales Forecasting with AI:
    1. 5.1 Introduction to Sales Forecasting
    2. 5.2 Overview of Predictive Models in Forecasting
    3. 5.3 Data Preparation for Analysis
    4. 5.4 Identifying Sales Patterns and Trends
    5. 5.5 Enhancing Forecast Reliability
    6. 5.6 Key Forecasting AI Tools in AI
    7. 5.7 Utilizing Real-time Data for Forecasts
    8. 5.8 Developing Forecasts for Different Outcomes
    9. 5.9 Measuring the Success of Sales Forecasts
  • Module 6: Enhancing Sales Processes with AI:
    1. 6.1 Task Automation
    2. 6.2 AI-driven Email Marketing
    3. 6.3 Social Media with AI Analytics
    4. 6.4 AI-powered Lead Generation
    5. 6.5 Customer Segmentation
    6. 6.6 Optimizing Sales Visits and Calls
    7. 6.7 Tailoring Content with AI Insights
    8. 6.8 Real-time Sales Activity Monitoring
    9. 6.9 Upselling and Cross-selling with AI
  • Module 7: Ethical Considerations and Bias AI:
    1. 7.1 Ethical Use of AI in Sales
    2. 7.2 Bias Identification in AI Systems
    3. 7.3 Bias Mitigation
    4. 7.4 Transparency in AI Decision-Making
    5. 7.5 Accountability for AI Actions
    6. 7.6 Safeguarding Customer Data
    7. 7.7 Regulatory Compliance
    8. 7.8 Building Customer Trust through Ethical AI
    9. 7.9 Anticipating Ethical Issues in AI Advancements
  • Module 8: Practical Workshop:
    1. 8.1 Scenario-Based Exercises
    2. 8.2 Addressing Sales Challenges with AI
    3. 8.3 Collaborative AI Implementation Plans
  • Optional Module: AI Agents for Sales:
    1. 1. What Are AI Agents
    2. 2. Types of AI Agents
    3. 3. Applications and Trend of AI Agents in Sales

Herramientas de IA

  • Salesforce Einstein
  • Conversica
  • Uniphore
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