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Training: AI for Sales Professionals : Prospecting, Proposals and Follow-Up

Ref. AI-02-09
Duration:
1
 jour
Exam:
Non certifiant
Level:
Intermédiaire

AI for Sales Professionals : Prospecting, Proposals and Follow-Up Training

The AI for Sales Professionals: Prospecting, Proposals and Follow-Up training course enables sales and business development professionals to use artificial intelligence as a genuine efficiency driver in their work. It helps save time on sales preparation, better structure messaging, personalize outreach and improve opportunity tracking.

A hands-on training course for selling more effectively without losing the quality of the relationship

During this course, participants discover how to use AI to prepare prospecting efforts, write outreach emails, build sales arguments, structure proposals, prepare follow-ups and organize their sales pipeline more effectively. The training also emphasizes the importance of maintaining a human, personalized and credible approach in interactions with prospects and clients.

Participant Profiles

  • Sales representatives
  • Business developers
  • Key account managers
  • Sales managers
  • Enterprise account managers
  • Client relationship managers
  • Anyone involved in prospecting, sales or commercial follow-up

Objectives

  • Understand the applications of AI in sales activities
  • Use AI to prepare prospecting and follow-up actions faster
  • Improve the structure of sales messages and arguments
  • Accelerate the preparation of proposals, quotes and follow-ups
  • Better organize sales information and next steps
  • Develop effective, credible and responsible AI use in sales

Prerequisites

  • Experience in sales, client relations or business development is recommended
  • No technical knowledge is required

Course Content

Module 1: AI in Sales Professions

  • Overview of AI use cases in sales
  • Prospecting
  • Lead qualification
  • Proposal preparation
  • Follow-ups
  • Pipeline management
  • Positioning AI as a sales assistant, not an autonomous seller

Module 2: Better Prospecting Preparation

  • Identifying outreach angles
  • Structuring contact messages
  • Creating email or call script variations
  • Adjusting tone based on the target
  • Preparing clearer and more personalized outreach

Module 3: Building Stronger Sales Arguments

  • Clarifying a value proposition
  • Structuring arguments
  • Responding more effectively to objections
  • Adapting the pitch to the client profile
  • Preparing more compelling sales materials

Module 4: Accelerating Proposal and Quote Preparation

  • Structuring a proposal template
  • Preparing an executive summary
  • Clarifying the benefits of a solution
  • Improving commercial wording
  • Preparing proposals or follow-up responses faster

Module 5: Better Follow-Up and Pipeline Management

  • Creating more relevant follow-up messages
  • Preparing follow-up communications
  • Structuring next steps
  • Turning notes into a sales action plan
  • Better organizing opportunity management

Module 6: Best Practices and Vigilance

  • Avoiding overly generic messages
  • Maintaining a human approach
  • Not over-automating the relationship
  • Verifying the relevance of wording
  • Using AI to save time without degrading sales quality

Documentation

  • Support de cours numérique inclus

Lab / Exercises

  • This course includes exercises in writing prospecting messages, follow-ups, sales pitches, proposal preparation and structuring commercial actions based on real-world cases related to sales and account development.

Complementary Courses

Eligible Funding

ITTA is a partner of a continuing education fund dedicated to temporary workers. This fund can subsidize your training, provided that you are subject to the “Service Provision” collective labor agreement (CCT) and meet certain conditions, including having worked at least 88 hours in the past 12 months.

Additional Information

Artificial Intelligence Is Accelerating Sales Performance

Sales functions are among the first to benefit from artificial intelligence. Prospecting, lead qualification, proposal writing and client follow-up are activities where AI delivers immediate, measurable productivity gains.

A sales professional trained in AI can reach more prospects, personalize their approach and devote more time to client relationships, which remain the differentiating factor in sales.

AI-Assisted Prospecting and Lead Qualification

AI helps sales teams identify the most promising prospects by analyzing buying signals, online behaviors and CRM data. Writing personalized prospecting messages becomes faster and more effective with generative AI tools that adapt the tone and content to each contact.

Lead qualification benefits from the automatic analysis of exchanges, expressed needs and commercial potential. AI can score opportunities and suggest priority actions to maximize conversion rates.

Writing Compelling Proposals and Presentations

Writing commercial proposals is a critical step in the sales cycle. AI enables the production of structured, personalized and well-argued proposals in less time. Client presentations also benefit from AI, which helps structure the pitch, anticipate objections and highlight competitive advantages.

The creation of case studies, testimonials and reference materials can be accelerated with AI, which synthesizes available information and formats it professionally.

Smart Client Follow-Up and Outreach

Client follow-up is often the weakest link in the sales process. AI helps schedule follow-ups, personalize outreach messages and identify the right moments to reconnect. Analysis of past interactions enables the pitch to be adapted and the impact of each touchpoint to be maximized.

AI tools can also summarize an account’s history before a meeting, enabling the sales professional to arrive prepared and strengthen the trust relationship.

The AI-Augmented Sales Professional

AI does not replace the listening skills, empathy or negotiation expertise that define the best salespeople. It allows them to focus on these human competencies by automating the administrative and analytical tasks that consume a significant portion of their time.

ITTA offers this sales training in Geneva and Lausanne to help sales teams in French-speaking Switzerland develop their AI skills with the most relevant tools for their profession.

AI as a Competitive Advantage in Professional Roles

Integrating artificial intelligence into professional practices is no longer about innovation but about competitive necessity. Professionals who master AI tools within their area of expertise gain a significant edge in productivity, analytical quality and delivery speed. This cross-functional skill complements existing domain expertise to create a highly valued professional profile.

In French-speaking Switzerland, companies across all sectors are accelerating the adoption of AI in their processes. The results from early adopters that have trained their teams speak for themselves, with measurable productivity gains and a notable improvement in employee satisfaction. Training is the determining factor between successful adoption and an investment with no return.

Sales professionals trained in AI see rapid improvements in their performance. The volume of prospects contacted increases, proposal quality improves and sales cycle times decrease. These measurable gains fully justify the investment in training and position the sales team as a technology-augmented growth engine, capable of competing with the best teams in the Swiss market.

Can AI write effective prospecting emails?

Yes, AI can produce personalized, engaging prospecting emails tailored to the recipient’s profile. The training teaches prompting techniques specific to commercial writing to maximize open and response rates.

How can AI be used with a CRM?

AI can analyze CRM data to identify trends, score opportunities and suggest actions. Many CRMs now integrate AI features. The training covers best practices for combined use.

Can AI help with negotiations?

AI can prepare negotiations by analyzing the context, identifying leverage points and simulating scenarios. Negotiation itself remains a human skill, but AI-assisted preparation provides a significant advantage.

Can prospects detect an AI-generated message?

A well-personalized message reviewed by the sales professional is indistinguishable from one written entirely by hand. The key is to personalize contextual elements and add a personal touch to each communication.

What return on investment can a sales team expect?

Gains are measured in the number of prospects contacted, conversion rates and sales cycle duration. Trained teams generally report a significant increase in productivity within the first few weeks of use.

Prix de l'inscription
CHF 750.-
Inclus dans ce cours
  • Training provided by a domain expert
  • Digital documentation and support materials
  • Achievement badge
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Contact

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday
8:30 AM to 6:00 PM
Tel. 058 307 73 00

Contact-us

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Make a request

Contact

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday, from 8:30 am to 06:00 pm.

Contact us

Your request