AI for Sales: A Practical Playbook for Prospecting, Selling and Forecasting with Generative & Agentic AI
Practitioner-led, artefact-driven training on using AI across your entire sales funnel — prospecting, outreach, forecasting, and agentic SDR workflows.
About This Webinar
Discover how Artificial Intelligence is transforming modern sales by enabling teams to engage customers more effectively, automate routine tasks, create personalized content, and accelerate revenue growth. This session is grounded in real deployment experience — not slideware — drawing on enterprise GenAI training delivered for Samsung, Tech Mahindra, Volkswagen GCC, Reliance Digital, Mahindra & Mahindra, and Konecranes.
Learn practical ways to integrate AI into every stage of the sales process, from predictive lead scoring and generative outreach to conversation intelligence, forecasting, and early agentic SDR workflows.
What You’ll Walk Away With
- Map AI to your funnel — pinpoint exactly where AI creates leverage across prospecting, outreach, forecasting, and retention
- Write AI sales prompts using a repeatable framework for personalized outreach, proposals, and objection responses
- Evaluate tools with confidence — compare CRM copilots, conversation-intelligence, and agentic platforms without vendor hype
- Ship a 90-day rollout plan with a phased adoption roadmap and starter tech-stack checklist
- Apply guardrails to recognize privacy, bias, and compliance risks before they become deal-breakers
- Take home a hands-on lab completed live, ready to reuse with your own accounts
Who Should Attend
No prior AI experience required — frameworks are tool-agnostic and work whether your stack is Salesforce, HubSpot, Zoho, or a spreadsheet.
What You’ll Learn — 90-Minute Agenda
- Welcome, agenda, and a quick pulse check on where you are on the AI-for-sales curve
- The shift from AI as novelty to AI as revenue infrastructure — sell more, sell faster, sell smarter
- Stage-by-stage AI use cases: Prospect, Qualify, Engage, Negotiate, Close, Retain
- The toolscape at a glance — prospecting, outreach, conversation intelligence, CRM copilots, forecasting, agentic tools
- How predictive scoring works: Collect → Model → Score → Prioritize → Learn
- Signal-based selling — website intent, technographic signals, job-change signals, product usage signals
- Before & after: generic template vs. AI-personalized outreach
- The C.L.E.A.R. framework — Context, Language, Evidence, Ask, Refine
- Live exercise: rewrite your own opener using C.L.E.A.R.
- What conversation-intelligence AI captures on every call — talk ratio, sentiment, deal-risk flags
- AI-assisted forecasting vs. traditional stage/probability models
- CRM copilots compared: Salesforce Agentforce/Einstein, HubSpot Breeze, MS Copilot for Sales
- The perceive → plan → act loop, and the human-in-the-loop spectrum
- Data privacy, hallucination control, and bias guardrails every rollout needs
- Days 1–30: Foundation. Days 31–60: Expansion. Days 61–90: Scale & Govern
- Five ideas to remember, open floor for questions on your own pipeline
Meet Your Facilitator
Seats Are Limited
Reserve your spot for this free session on AI for Sales — 21 August (Fri), 2:00–3:30 PM IST.