Microsoft AI-Powered Sales & Relationship Management

Microsoft via Coursera Specialization

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Provider

Coursera Specialization
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

16 weeks, 10 hours a week
Sessions

Self-Paced
Level

Intermediate

Found in

Overview

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AI is reshaping how organizations approach sales, customer engagement, and relationship management. This specialization helps you build practical sales skills while learning how to use AI tools to improve communication, prospecting, presentations, customer success, and strategic decision-making. You’ll begin with foundational sales principles and explore how AI tools such as Microsoft Copilot can support lead generation, customer communication, workflow efficiency, and personalized sales engagement. As you progress, you’ll develop skills in AI-enhanced prospecting, CRM integration, sales presentations, strategic engagement preparation, proposal development, and customer retention strategies. Throughout the specialization, you’ll use Microsoft business applications including Dynamics 365, Power BI, Excel, Word, Teams, and PowerPoint alongside Copilot to create AI-assisted sales workflows that balance automation with authentic relationship-building. By the end of the specialization, you’ll understand how to combine traditional sales expertise with AI-enhanced tools and workflows to support modern customer relationship management and sales operations. Who this program is for: This specialization is designed for aspiring sales professionals, customer relationship managers, business development professionals, and anyone interested in using AI tools to improve customer engagement and sales effectiveness.

Syllabus

Course 1: Introduction to Sales and AI Fundamentals
Course 2: AI-Enhanced Prospecting and Sales Techniques
Course 3: Copilot for Sales
Course 4: Advanced Customer Relationship Management

Courses

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This introductory course provides a comprehensive overview of Copilot for Sales, Microsoft's AI-powered sales assistant. You will learn how Copilot can revolutionize your sales process by automating tasks, providing insights, and streamlining communication. Through hands-on exercises and real-world scenarios, learners will learn to effectively utilize Copilot for email drafting, meeting management, content creation, and knowledge retrieval, ultimately enhancing productivity and driving sales growth. Required Course Materials: A Copilot license is required to complete this course. If you don’t have a Microsoft 365 Personal or Family license, you can start a free 30-day trial using the link provided in the course.
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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.
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Advanced Customer Relationship Management focuses on enhancing customer engagement strategies and deepening relationship-building skills. Learners will explore advanced strategies for client retention, develop tools for assessing customer needs, and create effective proposals to enhance their client retention efforts. The course will also address achieving customer success and satisfaction through strategic customer relationship management, demonstrating how to utilize Microsoft Dynamics 365 and Microsoft Copilot to streamline these processes.
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This foundational course sets the stage for mastering sales in the modern era by combining traditional techniques with cutting-edge AI tools. Participants will dive into the essentials of the sales process, starting with an exploration of basic sales principles, including identification of sales stages, channels, and approaches. The integration of Microsoft Copilot will be introduced as a transformative digital workflow partner that augments these traditional steps. Participants will learn to map sales processes manually and then use Copilot to enhance efficiency, comparing both methods to understand where AI adds the most value. Learners will also be introduced to communication techniques crucial for sales success, employing AI to enhance verbal and non-verbal communication skills. Personalized content creation becomes a focal point, as participants leverage AI to craft unique sales messages tailored to customer needs. Through various activities, learners will construct a foundational understanding of how AI can streamline sales operations, preparing them for more advanced applications in later courses.