Artificial Intelligence for Salespeople – Practical Use of AI in Everyday Sales Practice (AIOB)

AI - Artificial Intelligence, AI for Business

This practical two-day course teaches how to use Microsoft Copilot as an intelligent sales assistant. Through hands-on scenarios and focused sessions you will master meeting preparation, customer analysis and practical CRM workflows for daily sales tasks.

The program combines brief AI basics, prompting techniques and realistic workflows to improve meeting notes, follow-ups and weekly reporting. Participants leave with ready-to-use prompts, templates and a personal sales playbook for immediate field use.

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The course:

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• Introduction to AI and Copilot principles
1. Basics of AI and how generative models work
2. Working with context, data properties and usage
3. Limitations, hallucinations and writing correct queries
4. How Copilot uses emails, documents and notes

• Prompting fundamentals for salespeople
1. Prompting techniques: chaining, reflection, decomposition
2. Ensuring accurate outputs: bullets, tables, step lists
3. Iterative queries, rewrites and corrections
4. Practical prompt patterns for sales use

• Preparing for a sales meeting
1. Summarizing prior customer interactions
2. Proposing questions, agendas and talking points
3. Cross-sell/up-sell ideas and stakeholder roles
4. Workshop: prepare a meeting from real context

• Meeting notes, summaries and action items
1. Dictation workflows (e.g., on the go) → automatic summary
2. Short and detailed note formats
3. Identifying actions, tasks and risks
4. Filling missing information
5. Workshop: three note types by scenario

• Workshop: difficult customers and Copilot strategies
1. Producing outputs directly usable in any CRM
2. Lead, contact, meeting note, follow-up, tasks
3. CRM prompting toolkit for salespeople
4. Workshop: personal set of CRM prompts

• Follow-up communication and next-step proposals
1. Automated next-step suggestions by situation
2. Follow-up emails: brief, detailed, formal
3. Persuasive text for existing and potential clients
4. Workshop: create follow-ups in three styles

• Weekly sales reporting
1. Weekly activity overview: meetings, segments, highlights
2. Plan for the coming week
3. Reporting for management
4. Workshop: reporting from data export

• Finding potential customers
1. Smart queries to search prospects by region and criteria
2. Segmentation, prioritization and outreach approach
3. Workshop: design a segment and outreach

• Meeting simulations and training customer
1. Create a model customer by role, sector and relationship
2. Simulate sales conversations
3. Workshop: handling difficult customers with Copilot

Assumed knowledge:

Basic experience with Microsoft 365 (Outlook, Teams) and common sales processes (meetings, CRM, follow-up).

Schedule:

2 days (9:00 AM - 5:00 PM )

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