AI Tech SV

Artificial Intelligence for Sales

A practical program for sales teams that want to use generative AI to prospect better, personalize at scale and close more business—without losing human judgment.

  • 20 hours
  • 10 weeks
  • 2 sessions / week
  • Live online
  • Intermediate level
  • Spanish

Program overview

What to expect and who this program is designed for.

Who it is for

Sales executives, sales managers, key account managers and business-unit leaders who want to bring AI into their daily work without losing sight of sales strategy.

Methodology

Live instructor-led sessions, real-world cases, guided exercises with everyday tools and a final project that applies directly to each participant’s business.

Duration

20 total hours over 10 weeks, with two one-hour sessions per week. Sessions take place on Thursday and Friday afternoons.

Available schedules

Choose the time that works best for you.

Option A

Thursday and Friday

4:00 p.m. – 5:00 p.m.

2 sessions per week for 10 weeks · 20 total hours.

Option B

Thursday and Friday

5:00 p.m. – 6:00 p.m.

2 sessions per week for 10 weeks · 20 total hours.

Course program

9 practical modules covering the sales funnel from end to end.

01

Introduction to AI for sales

Objective

Understand today’s generative AI landscape and its impact on sales, with concrete examples of adoption across the region.

Topics

  • What generative AI is—and is not
  • Real-world B2B and B2C sales cases
  • Opportunities at every stage of the funnel
  • Scope, limitations and common myths
  • How to assess team maturity

Expected outcome

Identify two or three concrete AI opportunities that apply to your current sales role.

02

Data foundations for sales

Objective

Recognize the data AI needs to work in sales and learn how to collect, organize and maintain it.

Topics

  • Sales data types: first-party, third-party and behavioral
  • CRM hygiene and quality
  • Effective segmentation
  • Unstructured data: emails, calls and notes
  • Basic data privacy and protection

Expected outcome

Assess the state of your sales data and define three concrete cleanup or enrichment actions.

03

Effective prompting for sales teams

Objective

Design reusable prompts that produce high-quality results for common sales tasks.

Topics

  • An effective prompt: role, context and constraints
  • Few-shot, guided reasoning and iteration techniques
  • Reusable templates by task
  • Prompts for emails, proposals and summaries
  • Common mistakes and how to avoid them

Expected outcome

Build a personal library of at least five prompts for your day-to-day sales work.

04

Intelligent prospecting

Objective

Speed up lead identification and qualification with AI without losing quality or context.

Topics

  • AI-assisted account and ICP identification
  • Lead scoring with clear criteria
  • Automated data enrichment
  • Building outbound lists
  • Intent signals and triggers

Expected outcome

Build a prioritized account list and an AI-assisted prospecting workflow.

05

Personalization at scale

Objective

Produce relevant, personal messaging at high volume without falling back on generic templates.

Topics

  • Real vs. superficial personalization
  • Customer context and dynamic variables
  • Email sequence generation
  • Adapting by persona and funnel stage
  • Human review and quality control

Expected outcome

Design a personalized sequence with at least three touches, ready to test with your team.

06

AI for meetings, coaching and post-sale

Objective

Extract value from every sales conversation through AI-assisted transcription, analysis and coaching.

Topics

  • Transcription and summarization tools
  • Call and meeting analysis
  • Identifying objections, risks and next steps
  • Evidence-based coaching
  • Automated post-meeting follow-up

Expected outcome

Define an AI-assisted post-meeting process and two measurable coaching indicators.

07

Automation and agents for the sales funnel

Objective

Design automated workflows and assistants that perform funnel tasks autonomously or semi-autonomously.

Topics

  • Automation, copilots and agents
  • CRM and existing-tool integration
  • End-to-end workflow design
  • A practical introduction to agents
  • What to use, when to use it and how to measure impact

Expected outcome

Outline an automation or agent workflow for a real use case in your sales funnel.

08

Ethics, risk and compliance

Objective

Apply AI responsibly in sales while protecting data, reputation and legal compliance.

Topics

  • Customer data privacy and protection
  • Bias and hallucinations in generative models
  • Responsible use in sales messaging
  • Minimum internal governance and policies
  • Human oversight and traceability

Expected outcome

Draft a basic responsible-AI policy for your sales team.

09

Implementation project

Objective

Turn what you learned into a business-ready use case with a clear adoption plan.

Topics

  • Use-case selection and success metrics
  • Solution design
  • Roles, responsibilities and tools
  • Pilot and scaling plan
  • Risks and mitigations

Expected outcome

Present a concrete implementation plan that is ready to launch in your organization.

Ready to bring AI to your sales team?

Enroll today and reserve your place in the next cohort. If you have questions, write to us and we will help you choose the right path.

Enroll now