Which sales roles end up in the same cohort?

SDRs, business development reps, account executives, account managers, sales leaders, enablement, and revenue operations all fit, and cohorts get grouped by role when the scenarios need to match specific responsibilities.

Do we need to know how to code?

No. You need to know your own customers and sales process. You should also know how your team keeps its CRM. The exercises teach a repeatable way to brief and review whatever tool your organization has already approved, then improve the output.

How many hours, and does it have to be in person?

The core program runs two days, about 13 hours in total. It works onsite or live online, and it splits into half-day sessions when customer meetings and territory schedules need the room.

What has to happen before we open your CRM to it?

Nothing gets touched before we review your sales motion, your role structure, your approved tools, and how your team writes a CRM note. From that, exercises and templates get rebuilt around your process. No live confidential customer record ever needs to sit in the classroom.

What moves the price?

Group size, whether it runs onsite or online, how much the syllabus has to change, and where the training happens. Those four decide the number. Give us your team structure and your goals, and the quote gets built around your sales organization.

Do reps walk away with anything beyond notes?

Yes. The prompt library, the workflow templates, the coaching scenarios, and the pilot plan built during the sessions all stay with the team. We're reachable afterward for follow-up questions. If adoption keeps developing, a refresher or a more advanced workshop can be scheduled, though nothing beyond the core two days is assumed upfront.

Which tools does the syllabus run on?

Core skills start on mainstream assistants such as ChatGPT and Microsoft Copilot, with Gemini also in the mix before shifting to whatever your organization has approved. CRM examples stick to transferable note and review habits.

What happens to customer data in the room?

Nothing of yours goes into it. We supply the accounts and none of them are real. Where a scenario started from something real, it has been fully anonymized. Participants classify customer and commercial information, then stick to approved tools. They show a model only what the task needs. A person checks every customer-facing or forecast output.

AI Training · Sales

AI Training for Sales Teams

Sales teams lose hours bouncing between account research, call prep, follow-ups, proposals, and CRM updates — work that piles up before anyone gets to the actual selling. A rushed brief means walking into a call without knowing what's changed, and a busy call without a structured note-taking habit turns into a sloppy CRM entry.

This program helps your people move through that admin faster: research an account from approved sources, draft a message worth sending, and clean up notes right after the call. Customer judgment and forecast accountability never move to a model — they stay with the seller and the sales leader.

modules: 6
hours: 13

Some of the 500+ brands we've worked with

Selected brands we’ve worked with across industries.

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Most B2B sales run under a contract that already says where a customer's information is allowed to go: a confidentiality agreement, a master service agreement, a data-processing clause buried in the deal itself. That's the rule sales teams operate under long before anyone opens an AI tool, and it's exactly what gets ignored when a rep pastes a call transcript into a consumer chatbot to save fifteen minutes.

Used inside that rule, AI earns back time — building an account brief from approved sources, drafting a message, running a role-play rehearsal, or cleaning a CRM note — while the seller still verifies research, approves outgoing messages, and owns the number in front of the sales leader. This training covers account research, personalized outreach, CRM hygiene, pipeline-analysis support, and role-play coaching; AI Automation training covers deterministic CRM workflows instead, and both sit in the AI training catalog.

Prep steals time from actual selling

A strong call depends on knowing the account, the room, and what's actually changed recently — AI builds a useful briefing from approved sources, but the seller still checks the facts and decides how to use them.

Personalizing every message got expensive

Give AI the real account context and agreed value proposition, and it can draft a personalized message fast — the seller still owns and sends it.

A busy call blurs into a sloppy note

After a packed call, decisions, objections, and next steps blur fast — a structured AI-assisted workflow captures the conversation the same way every time, before a person reviews it and sends anything.

Coaching works through repetition

Conversation skills improve through repeated practice and specific feedback — AI-supported role-play gives a rep somewhere safe to rehearse before a real call, while a manager coaches the moments that matter.

Can a model read the pipeline for you?

A model can summarize opportunity notes, flag missing fields, and sharpen pipeline questions, but it doesn't predict revenue with certainty — the sales leader stays accountable for the assumptions and the final number.

01
Sorting sales tasks by risk and value
120 minBeginner
This module builds a realistic picture of what a language model can support across the sales cycle, and where judgment has to stay human. Participants sort their daily tasks by risk and value, then check how good the available context is.
How a model turns notes into content
What stays with you
Confident or stale, and sometimes just wrong
Picking the safest place to start
One review standard for everything customer-facing
02
Turning public facts into a call-ready brief
120 minBeginner
Approved public information and internal account context become a concise preparation brief here, with the emphasis on source discipline and grounded discovery questions instead of automated guesses about what the customer needs.
Decide what you need before you open the tool
Company and stakeholder context, with the market in view
Facts you've checked versus guesses to verify
Discovery questions tied to current priorities
One template, every call
03
From verified context to a message worth sending
150 minIntermediate
Verified context becomes relevant customer communication here. Participants draft outreach, meeting follow-ups, and proposal sections, then sharpen them for clarity, evidence, tone, and a credible next step. Nobody drafts from a blank template twice in a row.
Genuinely personal, grounded in account research
Email and LinkedIn variants, drafted fast
Meeting notes into a follow-up worth sending
Proposal sections built on confirmed needs
A last check on claims and tone
Templates that don't all sound the same
04
Cleaner notes, better pipeline questions
120 minIntermediate
Rough notes become consistent CRM records that someone reviews. Those records get used to examine pipeline quality. AI helps with the summaries and the questions. The opportunity owner and sales leader still call the stage, the probability, and the timing.
Needs, objections, decisions, next steps
What's missing before you hit save
A portfolio's worth of changes, summarized
Sharper questions for the forecast review
Model signal versus seller-confirmed fact
Still human, still approved
05
A stand-in to practice on, never the customer
120 minIntermediate
Representatives rehearse discovery and objection handling against a changing AI counterpart, while managers build a shared coaching rubric and add the contextual feedback only a person watching the room can give.
Buyer personas built from safe scenario inputs
Discovery calls that don't go the same way twice
No script for the objections
Talk tracks against a defined rubric
Feedback that becomes a plan
06
Turning the workshop into a workflow
150 minAdvanced
Teams set boundaries for customer data and choose their tools. They redesign repeatable workflows with clear human ownership attached to each one. The group leaves with a prioritized pilot plan and review checkpoints. Adoption gets measured by work quality.
Sorting customer, contact, contract, commercial data
Public, internal, confidential, personal: different rules
Consumer tools versus enterprise tools
Where human review sits in the workflow
Pilots you can measure
Who owns the forecast, still

What you will learn

Build an account brief you can verify
Every discovery question traced back to known account context
Personalize without inventing familiarity
Proposals and follow-ups with owners and next steps attached
Clean CRM entries, after a human looks
The pipeline, readable
Practice discovery and objections before a live call
Know the data rule before the tool's open

Who should attend

SDRs and business-development reps
Account executives and the wider field-sales org
Key account managers focused on growth
Sales managers and revenue leaders, including directors
Enablement and sales-learning teams
Revenue operations and the people who own the CRM

Two days of instructor-led practice, built around realistic sales scenarios. We can split it into half-day blocks and tune exercises to your sales motion. CRM conventions and approved tools also shape the work.

Format: Onsite or live online
Duration: 2 days (about 13 hours, can be split into half-day sessions)
Group size: Up to 20 participants per group
Language: English or Turkish
Materials: Prompt library, workflow templates, and practice scenarios
Certificate: Certificate of completion

Salesforce Agentforce6 modules · 13 hoursInstructor-led Salesforce Agentforce training for CRM teams: agent and topic setup, grounding on Salesforce data, guardrails, and a governed rollout across service and sales workflows.View training

AI in Customer Support & CX6 modules · 13 hoursAI training for customer support and CX teams, built around the actual queue: faster response drafting, clearer knowledge content, consistent quality, and escalation that stays visible instead of buried.View training

AI Literacy & Prompt Engineering6 modules · 13 hoursAI literacy and prompt engineering training for your whole company. Teams practice on their own workflows across ChatGPT, Copilot, and Gemini, and walk out with a shared prompt library they use again the next day.View training

Make & Zapier6 modules · 13 hoursTraining to build, test, and govern AI-enabled automations in Make and Zapier: connectors, AI steps, data mapping, and no-code governance that doesn't fall apart in month three.View training

This gets built around the deals your team is running. Let us know where preparation and follow-up eat the most time and which tools are already approved, and the modules and scenarios follow your sales motion from there.

Two colleagues handing over a reviewed work item between their role stations

Which sales roles end up in the same cohort?
SDRs, business development reps, account executives, account managers, sales leaders, enablement, and revenue operations all fit, and cohorts get grouped by role when the scenarios need to match specific responsibilities.
Do we need to know how to code?
No. You need to know your own customers and sales process. You should also know how your team keeps its CRM. The exercises teach a repeatable way to brief and review whatever tool your organization has already approved, then improve the output.
How many hours, and does it have to be in person?
The core program runs two days, about 13 hours in total. It works onsite or live online, and it splits into half-day sessions when customer meetings and territory schedules need the room.
What has to happen before we open your CRM to it?
Nothing gets touched before we review your sales motion, your role structure, your approved tools, and how your team writes a CRM note. From that, exercises and templates get rebuilt around your process. No live confidential customer record ever needs to sit in the classroom.
What moves the price?
Group size, whether it runs onsite or online, how much the syllabus has to change, and where the training happens. Those four decide the number. Give us your team structure and your goals, and the quote gets built around your sales organization.
Do reps walk away with anything beyond notes?
Yes. The prompt library, the workflow templates, the coaching scenarios, and the pilot plan built during the sessions all stay with the team. We're reachable afterward for follow-up questions. If adoption keeps developing, a refresher or a more advanced workshop can be scheduled, though nothing beyond the core two days is assumed upfront.
Which tools does the syllabus run on?
Core skills start on mainstream assistants such as ChatGPT and Microsoft Copilot, with Gemini also in the mix before shifting to whatever your organization has approved. CRM examples stick to transferable note and review habits.
What happens to customer data in the room?
Nothing of yours goes into it. We supply the accounts and none of them are real. Where a scenario started from something real, it has been fully anonymized. Participants classify customer and commercial information, then stick to approved tools. They show a model only what the task needs. A person checks every customer-facing or forecast output.

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AI Training for Sales Teams