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.
涵盖的内容
6个视频3篇阅读材料7个作业
显示有关单元内容的信息
6个视频•总计25分钟
The Power of AI-Driven Lead Discovery•5分钟
AI-Powered Lead Discovery and Validation Workflow•3分钟
The Power of Micro-Segmentation in Modern Prospecting•5分钟
Advanced Prompt Iteration and Micro-Targeting Mastery•3分钟
The Power of Precision Lead Qualification•5分钟
AI Lead Qualification and Error Correction •3分钟
3篇阅读材料•总计75分钟
Strategic AI-Enhanced Lead Identification•25分钟
Advanced AI Prospecting Methodologies•25分钟
Strategic Lead Qualification with AI Analytics•25分钟
7个作业•总计195分钟
Lead Database Development and Quality Control•30分钟
Lead Identification Excellence•30分钟
Micro-Segmentation Strategy Development and Systematic Refinement•30分钟
Prospecting Technique Mastery•15分钟
Lead Qualification System Development with Error Detection•30分钟
Lead Qualification Excellence•30分钟
Enhancing Lead Generation with AI Assessment•30分钟
Advanced Techniques in Selling with AI
第 2 单元•小时 后完成
单元详情
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.
涵盖的内容
6个视频3篇阅读材料7个作业
显示有关单元内容的信息
6个视频•总计29分钟
The New Era of Sales Excellence•5分钟
AI-Assisted Objection Handling Development•4分钟
The Power of Personalized Communication•6分钟
AI Template Development and Testing•4分钟
Strategic Intelligence for Sales Success•7分钟
CRM Data Analysis for Strategy Development•3分钟
3篇阅读材料•总计75分钟
Strategic AI-Enhanced Selling Techniques•25分钟
Strategic Sales Communication Personalization•25分钟
AI-Driven Sales Strategy Adaptation•25分钟
7个作业•总计210分钟
Advanced Selling Strategy Development•30分钟
Advanced Selling Techniques•30分钟
Personalized Communication System Development•30分钟
Communication Personalization Mastery•30分钟
Strategic AI-Driven Approach Development•30分钟
Strategic Adaptation Excellence•30分钟
Advanced Techniques in Selling with AI Assessment•30分钟
Sales Presentations and Demonstrations
第 3 单元•小时 后完成
单元详情
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.
涵盖的内容
6个视频3篇阅读材料7个作业
显示有关单元内容的信息
6个视频•总计24分钟
Research-Driven Sales Success•5分钟
AI Enhanced Sales Presentation•3分钟
Global Presentation Success•6分钟
AI-Assisted Presentation Localization•3分钟
Delivery Excellence Through AI Enhancement•5分钟
AI-Enhanced Presentation Delivery and Feedback•2分钟
Strategic Presentation Customization and Localization•25分钟
AI-Enhanced Sales Presentation Delivery with Microsoft Copilot•10分钟
7个作业•总计210分钟
Comprehensive Presentation Development Workflow•30分钟
AI-Assisted Presentation Design Fundamentals•30分钟
Multi-Audience Presentation Development•30分钟
Audience Customization Mastery•30分钟
Presentation Delivery and Evaluation System•30分钟
Presentation Delivery Mastery•30分钟
Sales Presentations and Demonstrations Assessment•30分钟
Strategic Sales Engagement Preparations
第 4 单元•小时 后完成
单元详情
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.
涵盖的内容
6个视频3篇阅读材料8个作业
显示有关单元内容的信息
6个视频•总计29分钟
AI-Driven Data Gathering•5分钟
Research Workflow Development•4分钟
AI-Enhanced Preparation Excellence•5分钟
AI Preparation Document Development•4分钟
Preparation Optimization Through Systematic Evaluation•5分钟
Preparation, Quality Control, and Error Detection•4分钟
3篇阅读材料•总计30分钟
Strategic Sales Research Methodologies•10分钟
Strategic AI-Assisted Sales Preparation•10分钟
AI-Enhanced Strategic Sales Preparation, Evaluation, and Optimization•10分钟
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In this next revolution of digital transformation, growth is being driven by technology. Our integrated cloud approach creates an unmatched platform for digital transformation. We address the real-world needs of customers by seamlessly integrating Microsoft 365, Dynamics 365, LinkedIn, GitHub, Microsoft Power Platform, and Azure to unlock business value for every organization—from large enterprises to family-run businesses. The backbone and foundation of this is Azure.
What will I learn in AI-Enhanced Prospecting and Sales Techniques?
You’ll learn how to use AI-assisted workflows for lead generation, customer engagement planning, prospect qualification, and personalized sales communication.
Will I practice using AI tools in realistic sales scenarios?
Yes. The course includes applied activities that simulate real-world prospecting, presentation development, and engagement preparation workflows using AI tools.
Why is validating AI-generated content important in sales?
Reviewing AI-generated outputs helps ensure accuracy, professionalism, customer alignment, and ethical use of AI in business communication and decision-making.
When will I have access to the lectures and assignments?
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.
What will I get if I subscribe to this Specialization?
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.
Is financial aid available?
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.