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AI Business

AI+ Sales™

  • 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

 


All prices are in NZD, ex GST (15%).

At a Glance: Course + Exam Overview

Category AI Business
AI Professional
Program Name: AI+ Sales™
Exam Format 50 questions, 70% passing, 90 Minutes Duration:
  • Instructor-Led: 1 Day
  • Self-Paced: 8 hours of content

🤝 You’re never on your own — Parasol Concierge Support provides integration guidance and expert VA assistance so you can focus on mastering skills while we handle the setup details.

WHAT You'll Learn

AI-Driven Sales Strategies

Learners will develop proficiency in applying AI technologies to enhance sales strategies, including personalized customer interactions and data-driven decision-making, improving both efficiency and effectiveness in sales operations.

Data Analysis for Sales Optimization

Students will acquire skills in understanding and analyzing sales data, enabling them to draw insights and make informed decisions to drive sales performance.

AI Implementation in CRM Systems

Learners will gain practical skills in integrating AI into Customer Relationship Management (CRM) systems, which can automate and optimize customer interactions, lead scoring, and sales pipeline management.

Predictive Customer Behavior Modeling

Students will learn how to use AI to develop predictive models that forecast customer behaviors and preferences. By analyzing historical data and current trends, learners will be able to create sophisticated models that predict future buying patterns, enabling businesses to proactively tailor their marketing and sales strategies.

CERTIFICATION Modules

  1. Course Introduction Preview

  1. 1.1 Fundamentals of AI
  2. 1.2 Historical Journey and Evolution of AI in Sales
  3. 1.3 AI Tools & Technologies Transforming Sales
  4. 1.4 Benefits and Challenges in Adoption of AI in Sales
  5. 1.5 Real-world Examples and Applications of AI in Sales
  6. 1.6 Future of AI in Sales

  1. 2.1 Categories of Sales Data
  2. 2.2 Techniques for Effective Data Collection
  3. 2.3 Basics of Data Analysis and Interpretation
  4. 2.4 Data Management Methods
  5. 2.5 Data Protection Principles
  6. 2.6 Data Integration in CRM Systems
  7. 2.7 Overview of Analytical Tools
  8. 2.8 Ethical Use of Sales Data
  9. 2.9 Case Studies: Real-World Data Applications

  1. 3.1 Introduction to Machine Learning in Sales
  2. 3.2 Predictive Analytics: Forecasting Sales Trends
  3. 3.3 NLP: Enhancing Customer Interactions
  4. 3.4 Chatbots: Automating Customer Service
  5. 3.5 Segmentation: Tailoring Customer Experiences
  6. 3.6 Personalization: Customizing Sales Approaches
  7. 3.7 Recommendation Engines: Driving Product Suggestions
  8. 3.8 Sales Automation: Streamlining Sales Processes
  9. 3.9 Performance Analysis: Measuring Sales Effectiveness

  1. 4.1 Foundation of CRM Systems
  2. 4.2 AI Integration into CRM Systems
  3. 4.3 Lead Scoring
  4. 4.4 Customer Insights
  5. 4.5 Sales Automation
  6. 4.6 Personalized Communication
  7. 4.7 Chatbots in CRM
  8. 4.8 Gaining Actionable Insights from Data
  9. 4.9 Case Studies

  1. 5.1 Introduction to Sales Forecasting
  2. 5.2 Overview of Predictive Models in Forecasting
  3. 5.3 Data Preparation for Analysis
  4. 5.4 Identifying Sales Patterns and Trends
  5. 5.5 Enhancing Forecast Reliability
  6. 5.6 Key Forecasting AI Tools in AI
  7. 5.7 Utilizing Real-time Data for Forecasts
  8. 5.8 Developing Forecasts for Different Outcomes
  9. 5.9 Measuring the Success of Sales Forecasts

  1. 6.1 Task Automation
  2. 6.2 AI-driven Email Marketing
  3. 6.3 Social Media with AI Analytics
  4. 6.4 AI-powered Lead Generation
  5. 6.5 Customer Segmentation
  6. 6.6 Optimizing Sales Visits and Calls
  7. 6.7 Tailoring Content with AI Insights
  8. 6.8 Real-time Sales Activity Monitoring
  9. 6.9 Upselling and Cross-selling with AI

  1. 7.1 Ethical Use of AI in Sales
  2. 7.2 Bias Identification in AI Systems
  3. 7.3 Bias Mitigation
  4. 7.4 Transparency in AI Decision-Making
  5. 7.5 Accountability for AI Actions
  6. 7.6 Safeguarding Customer Data
  7. 7.7 Regulatory Compliance
  8. 7.8 Building Customer Trust through Ethical AI
  9. 7.9 Anticipating Ethical Issues in AI Advancements

  1. 8.1 Scenario-Based Exercises
  2. 8.2 Addressing Sales Challenges with AI
  3. 8.3 Collaborative AI Implementation Plans

  1. 1. What Are AI Agents
  2. 2. Types of AI Agents
  3. 3. Applications and Trend of AI Agents in Sales

Industry opportunities

Sales Specialist

    Manages AI tools for enhancing sales processes, improving customer engagement, and increasing conversion rates through technology.

Sales Manager

    Leads sales teams using AI-driven insights, optimizes sales strategies, and oversees the implementation of AI technologies.

Sales Analytics Expert

    Analyzes sales data using advanced AI algorithms to provide actionable insights, trends, and predictive outcomes for better decision-making.

Business Development Strategist

    Develops growth strategies using AI to identify new market opportunities, enhance customer relationships, and optimize sales channels.

FREQUENTLY ASKED QUESTIONS

Participants gain fundamental knowledge in AI, including its historical evolution in sales, current AI tools transforming sales practices, and future AI trends. Practical workshops reinforce theoretical learning, enabling participants to implement AI-driven strategies effectively in their sales environments.

Participants will acquire skills in AI-driven sales forecasting, CRM system integration, customer segmentation, and personalized sales approaches. They will also learn to analyze sales data effectively, utilize AI tools for lead scoring and automation, and mitigate biases in AI applications for ethical sales practices.

In today's competitive market, AI is revolutionizing sales strategies. This equips participants with the expertise to stay ahead by optimizing sales processes, enhancing productivity through automation, and navigating ethical considerations associated with AI adoption in sales.

No, currently we do not provide customization options for our certification.

Graduates of the enhance their professional profiles by demonstrating proficiency in AI-driven sales strategies and ethical AI practices. They become equipped to drive business growth ethically, navigate evolving AI technologies, and capitalize on emerging trends in AI-powered sales optimization.

PREREQUISITES

  • Basic familiarity with sales processes and terminologies to comprehending the application of AI in sales. 
  • Fundamental proficiency in data analysis concepts to grasp the significance of data-driven decision-making in sales. 
  • Primary knowledge of CRM systems to understand the integration of AI technologies for sales optimization. 
  • Participants should have proactive interest in exploring the potential of artificial intelligence to transform sales processes and overall revenue growth. 

EXAM DETAILS

Duration

90 Minutes

Passing Score

70%

Format

50 multiple-choice/multiple-response questions

EXAM BLUEPRINT

Introduction to Artificial Intelligence (AI) in Sales 13%
Understanding Data in Sales 13%
AI Technologies for Sales 13%
Implementation of AI in CRM Systems 13%
Sales Forecasting with AI 13%
Enhancing Sales Processes with AI 13%
Ethical Considerations and Bias AI 13%
Practical Workshop 9%

Instructor-Led (Live Virtual/Classroom)

  • 1 day of intensive training with live demos
  • Real-time Q&A and peer collaboration
  • Led by AI Certified Trainers and delivered through Authorized Training Partners

Instructor-Led Course

🚀 Learn directly from certified AI trainers in live, interactive sessions. Get real-time guidance, practical exercises, and the accountability of a structured classroom experience. Perfect for professionals who want expert support and a clear path to certification.

✨ At Parasol Virtual, we go beyond certification. Our team supports your learning journey with guidance, resources, and local assistance to ensure your success. You’re not learning alone — you’re part of a global community with local support.

Request Virtual Training

Self-Paced Online

  • ~6 hours of on-demand video lessons, e-book, and podcasts
  • Learn anywhere, anytime, with modular quizzes to track progress

Self-Paced Course

🌐 Study anytime, anywhere with 24/7 access to course materials, practice tests, and resources. Move at your own speed while still working towards globally recognized certification. Designed for busy learners who value flexibility without compromising quality.

✨ At Parasol Virtual, we go beyond certification. Our team supports your learning journey with guidance, resources, and local assistance to ensure your success. You’re not learning alone — you’re part of a global community with local support.

Purchase Self-Paced Course

TECHNOLOGIES USED

Salesforce Einstein
Salesforce Einstein
Conversica
Conversica
Uniphore
Uniphore