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.

AI-Enhanced Prospecting and Sales Techniques

位教师: Microsoft
访问权限由 New York State Department of Labor 提供
您将获得的技能
- Customer Insights
- Presentations
- AI Enablement
- Quality Control
- Customer Analysis
- Lead Generation
- Business Research
- Sales Prospecting
- Sales Strategy
- Customer Relationship Management (CRM) Software
- Selling Techniques
- Data Validation
- Sales
- Microsoft PowerPoint
- Microsoft Copilot
- Prospecting and Qualification
- Sales Presentations
- AI Personalization
- 技能部分已折叠。显示 9 项技能,共 18 项。
要了解的详细信息
了解顶级公司的员工如何掌握热门技能

积累 Marketing 领域的专业知识
- 向行业专家学习新概念
- 获得对主题或工具的基础理解
- 通过实践项目培养工作相关技能
- 通过 Microsoft 获得可共享的职业证书

该课程共有4个模块
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
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
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
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
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¹ 本课程的部分作业采用 AI 评分。对于这些作业,将根据 Coursera 隐私声明使用您的数据。






