AI-Enhanced Prospecting and Sales Techniques
Keep adding new skills with 10,000+ programs for $239 (usually $399). Save now.
AI-Enhanced Prospecting and Sales Techniques
This course is part of multiple programs.
Instructor: Microsoft
Included with
Ask Coursera
Recommended experience
Recommended experience
Skills you'll gain
Details to know
See how employees at top companies are mastering in-demand skills
Build your subject-matter expertise
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
There are 4 modules in this course
Building upon foundational knowledge, this course delves into advanced sales methodologies utilizing AI tools to transform prospecting and sales tactics. Participants will explore how to use AI tools for generating leads and qualifying them effectively, employing AI to analyze and leverage customer data for strategic insights. The course includes hands-on practice in developing prospecting techniques and harnessing AI-driven data analysis methods to understand customer needs better, thus crafting more compelling sales presentations. Participants will learn to customize sales communications using AI-generated templates, mastering the art of tailoring messages to align with specific customer preferences and behaviors. By the end of the course, learners will be adept at employing sophisticated AI techniques to enhance prospecting efforts, influence customer decisions, and optimize sales presentations for diverse market segments. This course ensures that participants can develop AI-powered strategies that align with competitive sales environments, positioning them as effective sales professionals.
Enhancing Lead Generation with AI introduces learners to systematic AI-enhanced lead generation processes that combine Microsoft Copilot's analytical capabilities with comprehensive quality control and human oversight. Students progress through hands-on development of scalable prospecting workflows—from basic lead identification to advanced micro-segmentation to systematic qualification—while maintaining professional standards and relationship-building focus. The module emphasizes troubleshooting and error detection as core competencies, requiring learners to identify, document, and systematically correct AI mistakes throughout all activities. This ensures they can balance AI efficiency gains with rigorous validation processes that protect sales resources while maximizing opportunity identification in real-world professional environments.
What's included
6 videos3 readings7 assignments
6 videos•Total 25 minutes
- The Power of AI-Driven Lead Discovery•5 minutes
- AI-Powered Lead Discovery and Validation Workflow•3 minutes
- The Power of Micro-Segmentation in Modern Prospecting•5 minutes
- Advanced Prompt Iteration and Micro-Targeting Mastery•3 minutes
- The Power of Precision Lead Qualification•5 minutes
- AI Lead Qualification and Error Correction •3 minutes
3 readings•Total 75 minutes
- Strategic AI-Enhanced Lead Identification Process•25 minutes
- Advanced AI Prospecting Methodologies•25 minutes
- Strategic Lead Qualification with AI Analytics•25 minutes
7 assignments•Total 195 minutes
- Enhancing Lead Generation with AI Assessment•30 minutes
- Lead Database Development and Quality Control•30 minutes
- Lead Identification Excellence•30 minutes
- Micro-Segmentation Strategy Development and Systematic Refinement•30 minutes
- Prospecting Technique Mastery•15 minutes
- Lead Qualification System Development with Error Detection•30 minutes
- Lead Qualification Excellence•30 minutes
Advanced Techniques in Selling with AI focuses on advanced selling methodologies enhanced by AI tools to influence customer decisions and optimize sales communication. Learners will explore AI-assisted selling techniques, personalized communication strategies, and strategic adaptation through the use of AI insights. The module emphasizes the combination of traditional sales expertise with AI capabilities, while maintaining authentic customer relationships and strategic positioning.
What's included
6 videos3 readings7 assignments
6 videos•Total 29 minutes
- The New Era of Sales Excellence•5 minutes
- AI-Assisted Objection Handling Development•4 minutes
- The Power of Personalized Communication•6 minutes
- AI Template Development and Testing•4 minutes
- Strategic Intelligence for Sales Success•7 minutes
- CRM Data Analysis for Strategy Development•3 minutes
3 readings•Total 75 minutes
- Strategic AI-Enhanced Selling Techniques•25 minutes
- Strategic Sales Communication Personalization•25 minutes
- AI-Driven Sales Strategy Adaptation•25 minutes
7 assignments•Total 210 minutes
- Advanced Techniques in Selling with AI Assessment•30 minutes
- Advanced Selling Strategy Development•30 minutes
- Advanced Selling Techniques•30 minutes
- Personalized Communication System Development•30 minutes
- Communication Personalization Mastery•30 minutes
- Strategic AI-Driven Approach Development•30 minutes
- Strategic Adaptation Excellence•30 minutes
Sales Presentations and Demonstrations focuses on leveraging AI tools to create impactful, personalized sales presentations while maintaining authentic client relationships and professional delivery standards. Learners master systematic AI-assisted presentation development workflows that integrate CRM data analysis, Copilot content generation, and PowerPoint design optimization to create compelling business cases efficiently. The module emphasizes cross-application integration, demonstrating how to draft content in Copilot, refine it in PowerPoint, auto-insert CRM insights, and generate follow-up communications, while developing critical evaluation skills to identify AI limitations and enhance outputs with human expertise. Through practical scenarios, such as the Metro Finance case study, students learn to balance AI efficiency with strategic thinking, cultural sensitivity, and relationship expertise, ultimately creating presentations that combine technological enhancements with the authentic engagement essential for sales success in competitive enterprise environments.
What's included
6 videos3 readings7 assignments
6 videos•Total 24 minutes
- Research-Driven Sales Success•5 minutes
- AI Enhanced Sales Presentation•3 minutes
- Global Presentation Success•6 minutes
- AI-Assisted Presentation Localization•3 minutes
- Delivery Excellence Through AI Enhancement•5 minutes
- AI-Enhanced Presentation Delivery and Feedback•2 minutes
3 readings•Total 60 minutes
- Strategic AI-Assisted Presentation Development•25 minutes
- Strategic Presentation Customization and Localization•25 minutes
- AI-Enhanced Sales Presentation Delivery with Microsoft Copilot•10 minutes
7 assignments•Total 210 minutes
- Sales Presentations and Demonstrations Assessment•30 minutes
- Comprehensive Presentation Development Workflow•30 minutes
- AI-Assisted Presentation Design Fundamentals•30 minutes
- Multi-Audience Presentation Development•30 minutes
- Audience Customization Mastery•30 minutes
- Presentation Delivery and Evaluation System•30 minutes
- Presentation Delivery Mastery•30 minutes
Strategic Sales Engagement Preparations focuses on developing systematic approaches to comprehensive engagement preparation using AI-enhanced research and planning methodologies. Learners will master multi-source data gathering techniques, implement AI-powered analysis workflows, and create comprehensive pre-engagement packages that demonstrate a genuine understanding of prospects and strategic insight. The module emphasizes practical troubleshooting skills through hands-on scenarios where learners intentionally create and resolve Copilot workflow errors, building expertise in quality control and systematic error detection. By combining traditional research excellence with AI augmentation, learners develop the preparation disciplines that transform routine sales conversations into strategic consultations, creating competitive advantage through superior prospect understanding and authentic value proposition development that drives exceptional engagement outcomes.
What's included
6 videos3 readings8 assignments
6 videos•Total 29 minutes
- AI-Driven Data Gathering•5 minutes
- Research Workflow Development•4 minutes
- AI-Enhanced Preparation Excellence•5 minutes
- AI Preparation Document Development•4 minutes
- Preparation Optimization Through Systematic Evaluation•5 minutes
- Preparation, Quality Control, and Error Detection•4 minutes
3 readings•Total 30 minutes
- Strategic Sales Research Methodologies•10 minutes
- Strategic AI-Assisted Sales Preparation•10 minutes
- AI-Enhanced Strategic Sales Preparation, Evaluation, and Optimization•10 minutes
8 assignments•Total 330 minutes
- Strategic Sales Engagement Preparations Assessment•30 minutes
- Course Project: AI-Powered Prospecting Campaign•120 minutes
- Complete Research System Implementation•30 minutes
- Research Methodology Mastery•30 minutes
- Comprehensive AI Preparation System•30 minutes
- AI Preparation Excellence•30 minutes
- Preparation System Optimization•30 minutes
- Preparation Evaluation Mastery•30 minutes
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
Instructor
Why people choose Coursera for their career
Frequently asked questions
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
More questions
Financial aid available,
¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.
