Sales Free course · Certificate included
AI for Sales Teams: Prospecting, Conversations and Pipeline
Use AI to target, research, reach out, run discovery, keep the CRM honest and forecast, compliantly and without spam
- Intermediate
- 4 h 32 min
- 16 lessons in 7 modules
- 1 h 58 min of video lectures
- Updated Sep 2026
About this course
AI is changing the work around selling: research, outreach, notes, follow-up, proposals and forecasting. This course shows sales teams how to use it to win more of the right deals while protecting trust. You will build an evidence-based ICP and research accounts with AI, act on enrichment and buying signals, run LinkedIn Sales Navigator workflows, and write relevant outreach at scale without spam, including deliverability and the essentials of CAN-SPAM, GDPR, UK PECR and Gulf data laws. You will judge when AI SDR agents help or harm, prepare and practise discovery, learn from calls with conversation intelligence, turn meetings into accurate CRM updates, draft proposals and handle objections, and use CRM copilots such as Salesforce Agentforce and HubSpot Breeze. You will measure real impact and finish with an AI-assisted outbound and discovery playbook.
Tools you’ll use
- LinkedIn Sales Navigator
- Salesforce Agentforce
- HubSpot Breeze
- Dynamics 365 Sales Copilot
- Gong
- Claude
- ChatGPT
- Google Postmaster Tools
- pandas
Skills
- AI-assisted prospecting
- Sales research
- Outbound compliance
- Email deliverability
- Discovery
- Conversation intelligence
- Pipeline forecasting
- CRM copilots
What you’ll be able to do
- Build an evidence-based ICP and produce cited account research briefs with AI
- Act on fit, change and relationship signals with explainable scoring and LinkedIn Sales Navigator workflows
- Write relevant AI-assisted outreach that meets deliverability rules, CAN-SPAM, GDPR, PECR and Gulf data laws
- Decide where AI SDR agents fit and pilot them safely with disclosure, guardrails and control groups
- Prepare, practise and learn from discovery calls, and turn meetings into approved CRM updates
- Use AI for proposals, objections, pipeline hygiene, forecasting and CRM copilots, and measure real impact
- Build an AI-assisted outbound and discovery playbook with ethical, human-controlled AI use
Recommended first
Curriculum
Syllabus
- Modules
- 7
- Lessons
- 16
- Reading time
- 2 h
- Assessment questions
- 25
Where AI helps and hurts across the sales process, how to choose first use cases, and how to build an evidence-based ICP and research accounts with AI.
- The AI-augmented sales team: where AI helps and where it hurtsVideo lecture, 7′7 min
- ICP definition and account research with AIVideo lecture, 8′7 min
Enrich accounts lawfully, act on fit, change and relationship signals with explainable scoring, and run AI-assisted LinkedIn Sales Navigator workflows.
- Data enrichment and buying signalsVideo lecture, 7′7 min
- LinkedIn Sales Navigator workflows with AIVideo lecture, 7′7 min
Relevant AI-assisted personalisation, deliverability and outreach law (CAN-SPAM, PECR, GDPR and Gulf rules), and when AI SDR agents help or harm.
- Personalised outreach at scale, without spamVideo lecture, 8′7 min
- Deliverability and compliance: CAN-SPAM, GDPR, PECR and beyondVideo lecture, 7′8 min
- AI SDR agents: what works and the risksVideo lecture, 7′7 min
Prepare and practise discovery with AI, learn from every call with conversation intelligence and proper consent, and turn meetings into accurate CRM updates.
- Call prep and discovery with AIVideo lecture, 8′7 min
- Conversation intelligence: learning from every callVideo lecture, 7′7 min
- From meeting notes to CRM: AI that keeps the pipeline honestVideo lecture, 7′7 min
Draft buyer-shaped proposals and RFP answers from approved sources, and handle objections by exploring before responding, with AI role-play practice.
- Proposals, RFPs and objection handling with AIVideo lecture, 8′7 min
Pipeline hygiene and triangulated forecasting, CRM copilots such as Agentforce and Breeze, and measuring the real impact of AI on sales.
- Forecasting and pipeline hygiene with AIVideo lecture, 7′7 min
- CRM copilots: Salesforce Agentforce, HubSpot Breeze and moreVideo lecture, 8′7 min
- Measuring the impact of AI in salesVideo lecture, 8′7 min
Principles, disclosure rules and policies for trustworthy AI-assisted selling, and a complete AI-assisted outbound and discovery playbook.
- Ethics, disclosure and trust in AI-assisted sellingVideo lecture, 7′8 min
- Capstone: your AI-assisted outbound and discovery playbookVideo lecture, 7′7 min
- Final assessment
Your certificate
Finish with a credential anyone can check
Earn the Certified AI-Assisted Sales Professional badge: The holder can use AI across the sales process while protecting trust: building evidence-based ICPs and cited research, acting on buying signals, running compliant and deliverable outreach, piloting AI agents safely, preparing and learning from discovery, keeping CRM data accurate, handling proposals and objections, forecasting with evidence and measuring AI's real impact.
Completed all lessons and scored at least 80% on the final assessment.
- A public verification page
- A PDF certificate to download
- An Open Badge you can share
- One click to your LinkedIn profile
Final assessment
- 25questions drawn from a larger pool
- 40 mintime limit
- 80%pass mark
- 3attempts per 24 hours
Start learning today. It’s free.
Every lesson is free to read. A free account saves your progress, unlocks the final assessment and issues your certificate.