Business fields · Sales

AI training for Sales Teams

In sales, the quality of preparation and customer communication decides whether a deal closes. Generative AI helps sales teams spend more time with customers and less on admin. AI assistants research companies and contacts from public sources, prepare call guides, draft personalised emails, summarise meeting notes and create proposal drafts. AI agents and automation maintain CRM data, prioritise leads and remind reps about follow-ups. For sales leaders, pipeline analysis and forecasting become faster and more transparent. The key is to use AI to support genuine relationships rather than mass, impersonal outreach. With clean CRM data, clear processes and privacy-compliant tools, AI becomes a productivity lever across the entire sales cycle.

Who is this course for?

  • Account managers and key account managers
  • Business and sales development representatives
  • Sales managers and directors
  • Inside sales and sales operations
  • Pre-sales and solution consultants

Typical challenges we address

  • Finding time for research and preparation alongside day-to-day business
  • Keeping CRM data complete and up to date
  • Creating tailored proposals and tender responses quickly
  • Assessing pipeline and forecast realistically

Practical scenarios from your field

Account research

An AI assistant summarises public information on target companies, such as annual reports, press releases and job ads, and derives likely challenges, stakeholder roles and conversation starters.

Personalised outreach

Research and product knowledge are turned into individual emails, LinkedIn messages and follow-ups that address the customer's situation instead of sending generic templates.

Call preparation and objections

AI creates call guides with discovery questions, typical objections and suitable responses and simulates sales conversations as role plays to prepare for difficult meetings.

Meeting notes and CRM updates

Notes or transcripts are turned into structured summaries with next steps, decision-makers and budget information and entered into the CRM as a draft.

Proposals and tenders

AI helps assemble proposal text, value arguments and answers to RFP questionnaires from existing content blocks and tailor them to the customer's requirements.

Pipeline analysis

CRM exports are analysed, stalled opportunities identified and forecast risks commented on, so pipeline reviews focus on concrete actions rather than on updating spreadsheets.

Possible hands-on projects

Account briefing app

An app that turns a company name and notes into a one-page meeting brief with questions, value arguments and next steps.

Objection trainer

An internal tool where sales reps practise common objections in role play and receive feedback on their answers.

Proposal builder

A configurator that combines approved text blocks, service descriptions and references into a formatted proposal draft that can be tailored to each customer.

All 15 courses for Sales Teams

AI for business (12)

Vibe & agentic coding (3)

Data protection & compliance

Customer data in sales is subject to the GDPR and to rules on unsolicited marketing by email and phone, which in Germany are particularly strict; researching and enriching personal data requires a legal basis. Confidential customer and pricing information belongs only in approved AI environments.

Prerequisites

You work in sales or inside sales and use a CRM system in your daily work.

Frequently asked questions

May we use AI for automated cold outreach?

AI can prepare and personalise outreach, but the legal framework stays the same: in Germany, marketing emails generally require prior consent and B2B cold calling at least presumed consent. We show how to integrate AI into your prospecting process in a legally sound way across your target markets.

How do we connect AI to our CRM?

Many CRM systems offer built-in AI features or interfaces that automation platforms can use to read and write data. To get started, exports and copy-and-paste workflows are often enough. In the course we discuss which level of integration suits your team and how to safeguard data quality.

Request without obligation

We will get back to you within one working day with a confirmation or an alternative suggestion.

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Total €949 plus VAT