Quick check
Guess first, no penalty. Where do salespeople lean on AI most today?
A sales week is part conversation, part typing. AI takes a growing share of the typing. The conversations, and the judgment behind them, stay with you.
Three terms you'll see in this course. The CRM (customer relationship management system, such as Salesforce or HubSpot) is where your contacts and deals live. Your pipeline is the list of deals in progress. Your forecast is the number you tell your manager you'll close this month or quarter.
A worked example
Step by step
Follow one week for an account executive (the salesperson who runs deals).
Step 1 of 5: Monday: research
Step 1 of 5
Monday: research
AI summarizes a target company's website and news. The rep checks each fact on the source before using it.
The pattern: AI drafts, summarizes and scores. You check, decide and commit.
Your turn
Fill the gaps
Fill each gap so every line says who does what.
My sales week with AI
The AI . I . The note-taker . I check the summary against my own notes. The deal score is .
Try it
Your steps, about 2 minutes
- 1.Start your AI sales kit, a note you keep. Write the three tasks from your week you'll hand to AI and, next to each, the check you'll do before it counts.2 min