Generative AI for Sales: Prospecting, Calls, and Coaching

Name: Generative AI for Sales: Prospecting, Calls, and Coaching
Rating: 4.5 (10 reviews)

Use Generative AI for prospecting, call insights, real-time coaching, and personalized outreach to close more deals—fast

Created byPracticalGrowth Learning

Last updated 8/2026

English

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What you'll learn

Explain generative AI, LLMs, prompts, NLP, and how they apply to sales execution and engagement
Create AI-powered account plans and pre-call research briefs to improve meeting preparation
Use conversation intelligence to summarize calls, capture next steps, and flag objections & risks
Generate personalized outreach (emails, LinkedIn, proposals) faster while staying on-brand and accurate
Apply real-time AI guidance to handle objections, competitor mentions, and key sales moments live
Build an adoption plan: select use cases, run pilots, measure ROI, and scale responsibly

Course content

3 sections • 13 lectures • 1h 44m total length

Introduction8:16
Have you ever wondered why it feels like most of your day is spent doing everything except selling? Modern sales teams face overwhelming admin work, rising buyer expectations, and constant pressure to personalize every interaction. This lecture introduces how generative AI is transforming that reality—giving sales professionals more time, more clarity, and more impact. You’ll see why AI is becoming essential, not optional, for staying competitive in today’s sales environment.

In this lecture, you’ll learn:
Why AI‑enabled sales teams are outperforming traditional ones
How generative AI reduces admin work and gives reps more selling time
The biggest challenges facing sales today—and how AI addresses them
How this course is structured and what you’ll gain from each section
A quick note from me before we start0:59
Generative AI Basics and Conversation Intelligence8:31
Ever wonder how AI can draft an email, summarize a sales call, or spot an objection you didn’t even catch? This lecture breaks down the core technologies powering modern AI tools so you actually understand what’s happening behind the scenes. You’ll learn how generative AI and conversation intelligence work together to automate tasks, reveal insights, and elevate your sales performance.

In this lecture, you’ll learn:
What generative AI is and how it creates useful sales content
How large language models use your CRM, call notes, and transcripts to personalize outputs
How conversation intelligence tools transcribe calls and extract insights like objections or sentiment
Why conversation data is a goldmine for identifying patterns across deals and teams
Essential terms like NLP, machine learning, prompts, and CRM integration
Trends Shaping AI-Driven Sales9:32
AI isn’t “coming soon” to sales—it’s already transforming how top teams operate. But the real story is how fast these changes are happening and what they mean for your day‑to‑day workflow. This lecture steps back from the tools and dives into the bigger trends reshaping the sales profession, so you can stay ahead instead of playing catch‑up.

In this lecture, you’ll learn:
Why AI adoption in sales is accelerating—and what’s driving it
How AI is changing roles, workflows, and expectations across modern sales teams
The rise of generative AI for personalization and content creation
Real-world performance gains reported by companies using AI today
Emerging capabilities like AI co‑pilots, advanced chatbots, and agentic AI agents
Section 1 Knowledge Check

AI for Sales Planning and Prospect Research8:11
Ever wish you could walk into every sales call already knowing the company’s latest news, key priorities, and hidden risks—without spending hours digging for it? This lecture shows how AI is turning that dream into everyday reality. You’ll learn how modern sales teams are using AI to prepare faster, plan smarter, and focus their energy where it actually moves the needle.

In this lecture, you’ll learn:
How AI automates deep account research and surfaces insights you might miss on your own
Ways AI streamlines pre‑call prep and improves the quality of discovery conversations
How predictive scoring ranks leads using real behavioral and historical data
How AI recommends next‑best actions to keep deals moving and reduce pipeline guesswork
Practical tools that eliminate low‑value research tasks and free up more selling time
AI in Sales Conversations – Summaries and Insights8:07
Most reps walk out of a sales call and immediately forget or misplace something important—from a key objection to a next step they promised. That’s where AI-driven conversation intelligence comes in. In this lecture, you’ll learn how sales teams are using AI to capture and analyze conversations—turning every call into a resource for coaching, strategy, and follow-up.

In this lecture, you’ll learn:
How AI tools generate accurate call transcripts and structured summaries in real time
What kinds of insights AI can surface—like pricing objections, competitor mentions, or buyer sentiment
How conversation data helps managers coach more effectively and spot patterns across deals
Why conversation intelligence is helping sales teams improve close rates and reduce admin time
How leading companies use call analysis to build better messaging, training, and pipeline strategy
AI-Powered Real-Time Sales Guidance9:18
What if you had a coach in your ear during every sales call—quietly suggesting what to say, when to pivot, or how to handle a tricky objection? With real-time AI guidance, that’s no longer a hypothetical. In this lecture, you’ll discover how cutting-edge AI tools support sales reps live during conversations—helping them navigate complex moments without losing focus or authenticity.

In this lecture, you’ll learn:
How real-time AI tools detect sales cues and deliver timely prompts mid-conversation
Why companies are using AI to help junior reps ramp faster and senior reps stay sharp
How live coaching systems like Outreach Kaia and Aircall Assist work in the background to boost consistency and confidence
What best practices can help you avoid over-relying on prompts while still benefiting from in-the-moment support
How to integrate real-time AI into your sales strategy without disrupting the flow of a natural, human conversation
Live Call: Handle Competitor + Pricing Pushback
Generating Sales Content with AI8:38
Writing emails, proposals, or sales decks doesn’t have to eat up your calendar. Generative AI is quickly becoming a secret weapon for sales teams that want to move faster—without sacrificing personalization or quality. In this lecture, you’ll explore how AI can transform content creation from a chore into a competitive edge.

In this lecture, you’ll learn:
How to use generative AI to draft emails, proposals, and decks tailored to each client
What it means to "ground" your AI in trusted data sources—so your content is factual and brand-aligned
Techniques for refining AI-generated drafts to match your tone, messaging, and customer context
Real examples of teams saving hours each week while increasing personalization and engagement
Why faster content creation leads to faster follow-ups, better buyer experience, and more closed deals
AI for Sales Training and Coaching8:32
What if every rep on your team could get personalized coaching, tailored practice, and instant feedback—without needing a manager to be in the room? That’s the promise of generative AI for sales training. In this lecture, we’ll explore how companies are using AI to build smarter, faster, and more scalable learning programs.

In this lecture, you’ll learn:
How AI surfaces coaching opportunities by analyzing sales calls for skill gaps and trends
Ways to use generative AI to create custom training paths and realistic role-play simulations
Why instant, AI-powered feedback helps reps improve faster—without waiting for a weekly review
How companies like SAP and Oracle NetSuite are using AI to accelerate onboarding and boost team performance
What it takes to build a scalable, consistent coaching culture powered by conversation intelligence and automation
Coaching 1:1 Using AI Call Insights
Section 2 Knowledge Check

Strategies and Frameworks for Adopting AI in Sales9:30
Knowing what AI can do is one thing—figuring out how to make it work inside your sales organization is something else entirely. This lecture focuses on turning AI from a series of experiments into a scalable advantage by laying the foundation for thoughtful, high-impact implementation.

In this lecture, you’ll learn:
How to identify the best starting points for AI adoption based on real sales bottlenecks
What a strong pilot program looks like—and how to measure success before scaling
Why AI-driven workflows require redesign, not just automation, to unlock real ROI
What makes your data “AI ready” and how to prepare your sales tech stack for integration
How to drive adoption through training, trust, and internal champions across the sales team
Best Practices and Skills for AI-Driven Sales8:29
AI can supercharge your productivity—but only if you know how to use it right. In this lecture, we’ll shift from strategy to skill, covering the day-to-day techniques that make generative AI a true sales asset instead of just another tool.

In this lecture, you’ll learn:
How to craft effective prompts that produce relevant, personalized outputs
What to look for when reviewing and refining AI-generated content
Ways to blend AI with your personal touch to build trust and engagement
Key ethical and privacy guidelines for using AI in customer interactions
Why AI fluency is becoming a top skill—and how to keep leveling up responsibly
Push Back on Risky AI Use—Get Buy-In Fast
Case Study: Diligent Corporation – AI-Powered Sales Success8:13
Not every AI success story starts in Silicon Valley. In this lecture, we’ll go behind the scenes at Diligent Corporation—a mid-sized B2B software company—and see how they used AI to fix real problems: inconsistent coaching, slow ramp times, and missed insights.

In this lecture, you’ll learn:
Why Diligent chose conversation intelligence (Gong) as their AI solution
How they rolled out AI across teams and built trust and adoption
What results they achieved—from a 7.4% increase in close rates to faster onboarding
How AI insights were shared across sales, product, and marketing for greater alignment
The change management strategies that helped embed AI into their sales culture
Recap and Next Steps7:44
You’ve explored the tools, seen the examples, and followed the strategies—now it’s time to pull it all together. This closing session connects the dots across everything we’ve covered, giving you a clear view of how generative AI fits into modern sales execution.

In this lecture, you’ll:
Review how AI supports every stage of the sales cycle—from prep to follow-up
Learn key takeaways for using AI effectively, ethically, and with impact
Get tips for applying what you’ve learned in your own day-to-day workflow
Discover where to find trusted communities, reports, and certifications to keep learning
Leave with a confident next step—so you can put AI to work in your sales career today
Section 3 Knowledge Check
Final Challenge

Requirements

There are no prerequisites for this course

Description

Have you ever felt like most of your day in sales is spent doing everything except selling?

Consider a few realities shaping modern sales execution and engagement:

Sales teams using AI are more likely to see revenue growth (83% vs. 66%).
Most reps spend less than 30% of their week actually talking to customers.
Buyers expect personalization, faster follow-up, and deeper business context—every time.

Sales is getting harder: longer cycles, more stakeholders, more competition, more tools, and more information to sift through. But generative AI is changing what “great execution” looks like—by taking busywork off your plate, turning conversations into insights, and helping you engage customers in a more relevant, timely way.

That’s exactly what this course is designed to teach.

In Generative AI for Sales Execution and Engagement, you’ll learn how to apply generative AI and conversation intelligence across the full sales workflow—from planning and prospect research to live calls, follow-up, coaching, and team adoption.

In this course, you’ll learn how to:

Understand the fundamentals of generative AI, LLMs, prompts, NLP, and CRM integration
Use AI to build smarter account plans and prospect research briefs in minutes (not hours)
Apply predictive lead scoring concepts to prioritize the right opportunities
Turn sales calls into transcripts, summaries, action items, and CRM updates automatically
Spot objections, competitor mentions, sentiment shifts, and buying signals using AI insights
Use real-time AI guidance tools to stay on message during live conversations
Generate personalized emails, LinkedIn messages, proposals, and decks—without sounding robotic
Ground AI outputs in trusted sources to reduce hallucinations and improve accuracy
Implement AI for sales training: role-play simulations, coaching insights, and faster ramp time
Roll out AI with a practical adoption framework: pilots, metrics, process redesign, change mgmt
Follow best practices for quality control, privacy, ethics, and responsible customer-facing AI

This course is practical and sales-focused: you’ll see real tools, real workflows, and real examples—plus a detailed case study showing how a sales organization used conversation intelligence to increase close rates and ramp reps faster.

Whether you’re an individual seller looking to get time back, or a sales leader trying to modernize your team’s execution, this course will help you build an AI-enabled sales workflow that improves productivity, consistency, and engagement—while keeping the human relationship at the center of the deal.

Who this course is for:

SDRs/BDRs who want faster prospecting and better outreach engagement
Account Executives and field sales reps who want better execution across the sales cycle
Sales Managers and Sales Directors improving coaching, consistency, and rep ramp time
Sales Enablement and training teams building AI-supported onboarding and practice simulations
Revenue Operations (RevOps) and CRM owners aligning tools, data, and workflows for AI
Founders, GTM leaders, and small sales teams adopting AI without a large tech staff

Generative AI for Sales: Prospecting, Calls, and Coaching

What you'll learn

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Course content

Introduction and Foundations4 lectures • 27min

Applications of Generative AI Across the Sales Cycle7 lectures • 43min

Implementation and Best Practices5 lectures • 34min

Requirements

Description

Who this course is for: