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⇱ AI-Enhanced Prospecting and Sales Techniques | Coursera


AI-Enhanced Prospecting and Sales Techniques

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AI-Enhanced Prospecting and Sales Techniques

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Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Develop AI-enhanced prospecting and lead qualification workflows

  • Create personalized sales communication using Microsoft Copilot

  • Design AI-assisted presentations and strategic sales engagement plans

  • Evaluate and troubleshoot AI-generated outputs for quality and accuracy

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Recently updated!

May 2026

Assessments

29 assignments¹

AI Graded see disclaimer
Taught in English

Build your subject-matter expertise

This course is part of the Microsoft AI-Powered Sales & Relationship Management Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • 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

Develop practical prospecting and sales engagement skills using AI-enhanced workflows and customer intelligence strategies. This course focuses on how AI tools can support lead generation, sales communication, engagement planning, and personalized selling approaches in modern business environments.

You’ll learn how to identify potential leads, evaluate qualification criteria, create AI-assisted sales communication, and prepare strategic engagement plans using Microsoft Copilot and CRM insights. The course also emphasizes prompt engineering, troubleshooting AI-generated outputs, and validating AI recommendations for quality and professionalism. Through practical business scenarios, you’ll create AI-assisted presentations, customize customer messaging, analyze customer data, and prepare comprehensive sales engagement packages. By the end of the course, you’ll understand how to integrate AI tools into prospecting, customer engagement, and sales communication workflows while maintaining authentic customer relationships. By the end of this course, you will be able to: - Identify and qualify potential leads using AI-assisted workflows and CRM insights to prioritize high-value prospects. - Design strategic sales engagement plans that integrate AI-generated intelligence with personalized selling approaches. - Create professional, AI-assisted sales communication — including outreach messages, follow-ups, and customer-tailored content — using Microsoft Copilot. - Write, refine, and troubleshoot prompts to generate accurate, relevant, and professional sales outputs. - Analyze customer data to uncover insights that inform messaging, engagement strategies, and product recommendations.

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 videosTotal 25 minutes
  • The Power of AI-Driven Lead Discovery5 minutes
  • AI-Powered Lead Discovery and Validation Workflow3 minutes
  • The Power of Micro-Segmentation in Modern Prospecting5 minutes
  • Advanced Prompt Iteration and Micro-Targeting Mastery3 minutes
  • The Power of Precision Lead Qualification5 minutes
  • AI Lead Qualification and Error Correction 3 minutes
3 readingsTotal 75 minutes
  • Strategic AI-Enhanced Lead Identification Process25 minutes
  • Advanced AI Prospecting Methodologies25 minutes
  • Strategic Lead Qualification with AI Analytics25 minutes
7 assignmentsTotal 195 minutes
  • Enhancing Lead Generation with AI Assessment30 minutes
  • Lead Database Development and Quality Control30 minutes
  • Lead Identification Excellence30 minutes
  • Micro-Segmentation Strategy Development and Systematic Refinement30 minutes
  • Prospecting Technique Mastery15 minutes
  • Lead Qualification System Development with Error Detection30 minutes
  • Lead Qualification Excellence30 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 videosTotal 29 minutes
  • The New Era of Sales Excellence5 minutes
  • AI-Assisted Objection Handling Development4 minutes
  • The Power of Personalized Communication6 minutes
  • AI Template Development and Testing4 minutes
  • Strategic Intelligence for Sales Success7 minutes
  • CRM Data Analysis for Strategy Development3 minutes
3 readingsTotal 75 minutes
  • Strategic AI-Enhanced Selling Techniques25 minutes
  • Strategic Sales Communication Personalization25 minutes
  • AI-Driven Sales Strategy Adaptation25 minutes
7 assignmentsTotal 210 minutes
  • Advanced Techniques in Selling with AI Assessment30 minutes
  • Advanced Selling Strategy Development30 minutes
  • Advanced Selling Techniques30 minutes
  • Personalized Communication System Development30 minutes
  • Communication Personalization Mastery30 minutes
  • Strategic AI-Driven Approach Development30 minutes
  • Strategic Adaptation Excellence30 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 videosTotal 24 minutes
  • Research-Driven Sales Success5 minutes
  • AI Enhanced Sales Presentation3 minutes
  • Global Presentation Success6 minutes
  • AI-Assisted Presentation Localization3 minutes
  • Delivery Excellence Through AI Enhancement5 minutes
  • AI-Enhanced Presentation Delivery and Feedback2 minutes
3 readingsTotal 60 minutes
  • Strategic AI-Assisted Presentation Development25 minutes
  • Strategic Presentation Customization and Localization25 minutes
  • AI-Enhanced Sales Presentation Delivery with Microsoft Copilot10 minutes
7 assignmentsTotal 210 minutes
  • Sales Presentations and Demonstrations Assessment30 minutes
  • Comprehensive Presentation Development Workflow30 minutes
  • AI-Assisted Presentation Design Fundamentals30 minutes
  • Multi-Audience Presentation Development30 minutes
  • Audience Customization Mastery30 minutes
  • Presentation Delivery and Evaluation System30 minutes
  • Presentation Delivery Mastery30 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 videosTotal 29 minutes
  • AI-Driven Data Gathering5 minutes
  • Research Workflow Development4 minutes
  • AI-Enhanced Preparation Excellence5 minutes
  • AI Preparation Document Development4 minutes
  • Preparation Optimization Through Systematic Evaluation5 minutes
  • Preparation, Quality Control, and Error Detection4 minutes
3 readingsTotal 30 minutes
  • Strategic Sales Research Methodologies10 minutes
  • Strategic AI-Assisted Sales Preparation10 minutes
  • AI-Enhanced Strategic Sales Preparation, Evaluation, and Optimization10 minutes
8 assignmentsTotal 330 minutes
  • Strategic Sales Engagement Preparations Assessment30 minutes
  • Course Project: AI-Powered Prospecting Campaign120 minutes
  • Complete Research System Implementation30 minutes
  • Research Methodology Mastery30 minutes
  • Comprehensive AI Preparation System30 minutes
  • AI Preparation Excellence30 minutes
  • Preparation System Optimization30 minutes
  • Preparation Evaluation Mastery30 minutes

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Frequently asked questions

You’ll learn how to use AI-assisted workflows for lead generation, customer engagement planning, prospect qualification, and personalized sales communication.

Yes. The course includes applied activities that simulate real-world prospecting, presentation development, and engagement preparation workflows using AI tools.

Reviewing AI-generated outputs helps ensure accuracy, professionalism, customer alignment, and ethical use of AI in business communication and decision-making.

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 Specialization, 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.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

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.