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AI CERTS® certification

AI+ Sales Practitioner™

Formerly known as AI+ Sales™ Boost Sales Success Through AI-Driven Insights

Enquire about this certificationCourse code: AP-270
AI+ Sales Practitioner™ certification badge

Course overview

Review the course before deciding whether it is suitable.

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

Included
Instructor-led OR Self-paced course + Official exam + Digital badge
Duration
Instructor-Led: 1 day (live or virtual)Self-Paced: 8 hours of content
Exam format
50 questions, 70% passing, 90 minutes, online proctored exam
Prerequisites
Basic familiarity with sales processes, proficiency in data analysis, Primary knowledge of CRM systems

Course focus

Why this certification may be relevant.

01

Comprehensive AI Understanding:

Learn core AI concepts for streamlined sales workflows, trend forecasting, and client engagement.

02

Predictive Sales Analytics:

Learn to leverage AI for predictive modeling, forecasting sales, and enhancing decision-making.

03

AI-Enhanced Customer Insights:

Explore AI tools to analyze behavior, automate scoring, and personalize outreach effectively.

04

Ethical AI Integration:

Gain insights on addressing ethical concerns and establishing AI governance in sales.

Who it may suit

Check the intended audience against your experience and goals.

Course content

Modules supplied by AI CERTs.

Open each module to review the stated topics.

01Course Overview
  • Course Introduction Preview
02Module 1: Introduction to Artificial Intelligence (AI) in Sales
  • 1.1 Fundamentals of AI
  • 1.2 Generative AI and Modern Evolution of AI in Sales
  • 1.3 AI Tools and Technologies that Transform Sales
  • 1.4 Benefits and Challenges in the Adoption of AI in Sales
  • 1.5 Real-world Examples and Applications of AI in Sales
  • 1.6 The Future of AI in Sales
03Module 2: Understanding Data in Sales
  • 2.1 Categories of Sales Data
  • 2.2 Techniques for Effective Data Collection
  • 2.3 Basic Concepts of Data Analysis and Interpretation
  • 2.4 Data Management Methods
  • 2.5 Data Protection Principles
  • 2.6 Data Integration in CRM Systems
  • 2.7 Overview of Analytical Tools
  • 2.8 Ethical Use of Sales Data
  • 2.9 Case Studies: Real-World Data Applications
04Module 3: AI Technologies for Sales
  • 3.1 Introduction to Machine Learning in Sales
  • 3.2 Predictive Analytics: Sales Trend Forecasting
  • 3.3 NLP for Enhancing Customer Interactions
  • 3.4 Chatbots: Customer Service Automation
  • 3.5 Segmentation: Tailoring Customer Experiences
  • 3.6 Personalization: Customizing Sales Approaches
  • 3.7 Recommendation Engines: Driving Product Suggestions
  • 3.8 Sales Automation: Streamlining Sales Processes
  • 3.9 Performance Analysis: Measuring Sales Effectiveness
  • 3.10 Modern AI Sales Stack: Generative AI, Copilots, and Intelligent Workflows
05Module 4: Implementation of AI in CRM Systems
  • 4.1 Foundation of CRM Systems
  • 4.2 AI Integration into CRM Systems
  • 4.3 Lead Scoring
  • 4.4 Customer Insights
  • 4.5 Sales Automation
  • 4.6 Personalized Communication
  • 4.7 Chatbots and CRM
  • 4.8 Gaining Actionable Insights from Data
  • 4.9 Case Studies
  • 4.10 Modern AI CRM Stack: Tools, Integrations, and Execution Layer
06Module 5: Sales Forecasting with AI
  • 5.1 Introduction to Sales Forecasting
  • 5.2 Overview of Predictive Models in Forecasting
  • 5.3 Data Preparation for Analysis
  • 5.4 Identifying Sales Patterns and Trends
  • 5.5 Enhancing Forecast Reliability
  • 5.6 Key Forecasting AI Tools in AI
  • 5.7 Utilizing Real-time Data for Forecasts
  • 5.8 Developing Forecasts for Different Outcomes
  • 5.9 Measuring the Success of Sales Forecasts
  • 5.10 Case Study – How SaaS Companies Forecast Revenue Using AI
07Module 6: Enhancing Sales Processes with AI
  • 6.1 Task Automation
  • 6.2 AI-driven Email Marketing
  • 6.3 Social Media with AI Analytics
  • 6.4 AI-Powered Lead Generation
  • 6.5 Customer Segmentation
  • 6.6 Optimization of Sales Visits and Calls
  • 6.7 Tailoring Content with AI Insights
  • 6.8 Real-Time Sales Activity Monitoring
  • 6.9 Upselling and Cross-selling with AI
08Module 7: Ethical Considerations and Bias in AI
  • 7.1 Ethical Use of AI in Sales
  • 7.2 Bias Identification in AI Systems
  • 7.3 Bias Mitigation
  • 7.4 Transparency in AI Decision Making
  • 7.5 Accountability for AI Actions
  • 7.6 Safeguarding Customer Data
  • 7.7 Regulatory Compliance
  • 7.8 Building Customer Trust through Ethical AI
  • 7.9 Anticipating Ethical Problems in AI Advancements
09Module 8: Practical Workshop
  • 8.1 Scenario-Based Exercises
  • 8.2 Addressing Sales Challenges with AI
  • 8.3 Collaborative AI Implementation Plans
10Optional Module: Introduction to AI Agents for Sales
  • 1. What are AI Agents
  • 2. Types of AI Agents
  • 3. Applications and Trend of AI Agents in Sales
  • 4. Case studies
  • 5. Hands-on

Tools referenced by AI CERTs

Platforms and tools included in the course information.

Salesforce EinsteinConversicaUniphore
Before you enrol

This course information is supplied through the AI CERTs catalogue. Kiwi Fern Education will confirm current availability, delivery arrangements, inclusions and fees before enrolment. The programme is not presented as a New Zealand Qualifications Authority qualification.

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Tell us whether you are enquiring for yourself or a team and what capability you want to build. We will confirm the next steps before you commit.

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