Services / Department AI Training / Sales
AI Training for Sales
Help your sales team use AI to research accounts, write outreach, and update the CRM faster, without exposing customer data or making claims you can’t back up.
$150 per hour. $125 per hour when two or more departments train together.
What your team learns
- Researching accounts and prospects with AI, and catching what it gets wrong
- Drafting outreach and proposals that still sound like your team
- Using the AI features in your CRM to log calls and update records
- Writing prompts that produce usable call prep and follow-up notes
Rules and risks we cover
- Which customer and prospect data can go into AI tools
- Consent rules for recording and transcribing sales calls
- Federal rules that treat AI-generated voices in calls as artificial voices
What’s included
- A half-day workshop, on-site or virtual, built around your department’s real tasks
- A department AI use guide: approved uses, data rules, and review steps
- A playbook of prompts and workflows your team can use the next day
- A follow-up session 30 days later to answer questions and adjust the playbook
Related services
- AI Acceptable Use PolicyA clear, written policy that tells your people which AI tools they can use, for what work, and with what data.
- Enterprise AI Assistant GovernanceA safe rollout of Microsoft 365 Copilot, ChatGPT Enterprise, or Gemini, from data access and permissions to staff rules.
Other revenue and customer-facing departments
Talk through your AI and privacy questions
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