Microsoft Sales Toolkit with Generative AI

Microsoft via Coursera Professional Certificate

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Provider

Coursera Professional Certificate
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Duration & workload

12 weeks, 10 hours a week

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Overview

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The Microsoft Sales Toolkit with Generative AI Professional Certificate is designed to equip sales professionals with the tools and techniques necessary to thrive in modern sales environments. Leveraging Microsoft Copilot, you'll learn how to integrate AI technologies to optimize sales workflows, personalizing customer interactions while maintaining ethical standards. This program covers AI-enhanced prospecting, CRM integration, and market adaptation, aligning skill development with evolving industry demands. By participating in hands-on projects and real-world case studies, you'll build a versatile skillset prepared for advanced sales roles.

Syllabus

Course 1: Introduction to Sales and AI Fundamentals
Course 2: AI-Enhanced Prospecting and Sales Techniques
Course 3: CRM Integration and AI for Customer Management
Course 4: Efficient Workflows and Sales Operations
Course 5: Ethical Selling and Market Adaptation

Courses

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21 hours 31 minutes
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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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1 day 6 hours 13 minutes
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This course focuses on leveraging AI tools to enhance CRM systems, enabling enriched customer relationship management and data-driven sales decisions. Learners will explore how to integrate generative AI with CRM platforms to personalize customer experiences and improve relationship management. It will also include multi-stage CRM workflow construction, Copilot-powered reporting, and hands-on troubleshooting labs. Privacy, compliance, and data-quality checks foregrounded.
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18 hours 29 minutes
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This course empowers learners to streamline sales workflows and enhance operational efficiency using AI technologies, with a focus on mastering Copilot and AI automation. Participants will explore advanced time management techniques, learn to automate repetitive tasks, and integrate multi-app workflows involving tools like Outlook, Teams, and Dynamics. They will also optimize sales operations through AI-driven solutions, with ongoing Copilot feature mastery as a key component. Troubleshooting, quality assurance, and data security will be emphasized, with learners required to include these elements as mandatory portfolio artifacts.
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20 hours 21 minutes
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This course prepares learners to navigate the evolving sales landscape, focusing on ethical selling practices and adapting sales strategies to changing market conditions. With an emphasis on scenario-driven AI ethics, data privacy, and compliance, participants will explore ethical standards and develop skills for continuous learning. They will also learn to use AI tools, specifically focusing on Copilot adaptation, to efficiently address emerging risks and opportunities in new market demands. Every learner will deliver a Copilot feature log and create a 'risk scenario' troubleshooting artifact as part of the course requirements.
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19 hours 37 minutes
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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.