AI for Sales Teams is a course in using AI at every stage of selling, from lead research and qualification to follow-up emails, objection handling, quotations, pipeline analysis and sales forecasting. It suits salespeople, inside sales and telesales teams, sales managers and SME owners who sell and follow up with customers themselves.
Sales is a race against time. Many sales teams spend most of their day on paperwork and routine tasks: researching prospects, writing follow-up emails, preparing quotes and proposals, summarizing meetings and updating the CRM, leaving little time to talk with customers and close deals. Generative AI greatly reduces the time spent on these tasks so the sales team can focus more on relationships and closing. The key is applying AI at the right point in each stage of the sales process. This course is designed to help sales teams use AI in real work confidently and systematically, covering the
whole sales process, from lead research and qualification, pre-call research, writing follow-up emails and messages, objection handling, preparing quotes and proposals, summarizing meetings, analyzing the pipeline and forecasting sales, to setting up sales assistants and automation with Custom GPT/Gems and n8n, plus safe customer-data practices under PDPA. All content is taught through workshops on real sales tasks, finishing with a capstone project where learners set up an end-to-end AI toolkit for their own sales process. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level, no AI or programming background required.)
Course Details
A 2-day course, 6 hours per day (12 hours in total), delivered as a hands-on workshop with a capstone project. Beginner to Intermediate level, no AI background required. Learners take home a sales prompt library, a sales assistant (Custom GPT/Gem), follow-up email and proposal templates, and a PDPA checklist.
Section 1: How AI Changes Sales Work
Section 2: Effective Prompts for Salespeople
Section 3: Lead Research and Qualification with AI
Section 4: Writing Follow-up Emails and Messages with AI
Section 5: Objection Handling and Preparing Sales Conversations
Section 6: Creating Proposals and Quotes with AI
Section 7: Meeting Summaries and CRM Data
Section 8: Pipeline Analysis and Sales Forecasting
Section 9: Sales Assistants and Automation
Section 10: PDPA and Safe Use of Customer Data
Section 11: Capstone Project and Real-world Adoption
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
Give the AI details for each customer, such as their business, the contact's role, what was discussed last time and their main concerns, then state the email's goal clearly, for example booking a meeting or sending more information, and set the tone and length. Ask for a few drafts to choose from. Reusing one template with customer-specific details is fast yet still personal. Always check names, figures and commitments before sending.
Collect the objections your team hears most, such as not ready to decide, already using another supplier or unsure it is worth it, and ask the AI to analyse the concern behind each one. Have it draft responses that listen first, ask questions to understand, then show value that matches the customer's problem. Use the AI to role-play the customer for practice, and keep the responses that work in the team's prompt library.
Lead qualification means judging which prospects are genuinely likely to buy, based on their need, budget, decision-making authority and buying timeline. AI can research and summarise target companies, score each lead against criteria your team defines, rank them by priority and prepare talking points before a call or meeting. Check anything the AI finds against its source before relying on it.
It suits salespeople, sales executives and account executives, inside sales, telesales and online sales teams, sales managers who want to set up AI use for their team, and SME owners who sell and follow up themselves. You need general computer skills and an understanding of your team's sales process. Experience with email or a CRM helps, and no AI or programming knowledge is required.
You will be able to use AI to research and qualify leads and prepare for meetings, write personalised follow-up emails and messages, prepare objection-handling responses, produce quotations and proposals, summarise meetings into your CRM, analyse the pipeline and forecast sales, and set up sales assistants with Custom GPTs or Gems while handling customer data in line with PDPA. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Yes. It can be run in-house for your sales team, with examples adapted to your own work, such as using your company's real products, customer segments and sales process as exercises and building shared follow-up email templates. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
Articles are published in Thai.
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