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tecnovy AI Suite

AI for Sales

A brief for your next customer meeting comes together in three steps. First, an AI tool researches what the company offers, what has changed there recently and what role your contact holds. You check the facts, work out the likely need and write the questions you take into the meeting. In the training you build outreach emails, proposals and follow-ups the same way, under fixed rules for customer data.
Attendance certificate4.8/5 on ProvenExpert

What this module delivers.

Meeting brief, objection prep and proposal draft: in the tecnovy AI for Sales training you build all three with AI and check them yourself. Sales teams also work out together which customer data go into which AI tool.

How the training runs

Method
Hands-on exercises along one sales cycle, from research to follow-up
Basis
tecnovy curriculum for AI in prospecting, proposals and follow-up
Outcome
No examination: tecnovy certificate of participation at 80% attendance

Dates & booking

Choose a date that fits

No public dates are scheduled yet.

New dates are published regularly. Join the waitlist or plan an in-house course for your team.

Request in-house training

Fit

Who this module is designed for

Typical roles

  • You look after customers in field or inside sales and prepare meetings, proposals and follow-ups.
  • As a key account manager you own major customers and need a current picture of the company before every meeting.
  • You lead a sales team or win new customers and markets in business development.

Prerequisites

No prerequisites

There are no formal admission requirements. You can start right away.

Consider instead Cowork Research · Competitor Analysis with AI and Claude Cowork For anyone whose main job is market and competitor research: researching competitors with Claude Cowork, checking sources and presenting a comparison table and report.

Curriculum

AI for Sales Course in Detail

Four parts follow one sales cycle: research before the meeting, outreach and conversation, proposal and follow-up, and finally the rules for customer data. In each part you work with AI on a typical sales task and check the result before it would reach a customer.

01Research: customers, markets and contacts

Here you prepare a customer meeting with generative AI, meaning AI that produces and summarises text.

  • Researching a customer's offering, industry and market
  • Placing the contact person's role and priorities
  • Catching outdated or invented details against the source
  • Result: a meeting brief with goals and questions
02Outreach and conversations

In this part you produce the texts and guides for contact with the customer.

  • First-contact emails tailored to the individual customer
  • A call guide with goals and open questions
  • Objection handling: preparing answers to concerns such as price or timing
03Proposals and follow-up

This part covers the work after the conversation.

  • Drafting proposal texts, checking prices and commitments yourself
  • Condensing meeting notes into minutes
  • Follow-up emails with the agreed next steps
04Rules: data protection, customer data and policies

Finally you work out which details belong in which AI tool.

  • GDPR (General Data Protection Regulation): telling contact data from company data
  • Confidential customer information such as prices and contract terms
  • Approved tools and your company's policies
  • Passing doubtful cases to data protection or your sales lead

Outcome

What you will be able to do afterwards

  1. 01

    You research a company, its market and your contact with AI before a customer meeting and check the key facts against their source.

  2. 02

    You turn the research into a meeting brief with goals and questions for the meeting.

  3. 03

    You draft outreach emails with AI that address the situation of the individual customer.

  4. 04

    You build a call guide with AI and prepare answers to the objections you can expect from this customer.

  5. 05

    You draft proposal texts with AI and check prices, terms and commitments yourself before sending.

  6. 06

    You condense meeting notes into minutes with AI and write the follow-up email with the agreed next steps.

  7. 07

    You decide before every entry which customer data belong in an AI tool, under the GDPR (General Data Protection Regulation) and your company's policies.

Offer scope

What is included

Included

  • Prompt collection for sales tasksIt holds the instructions to the AI from the exercises, from customer research to the follow-up email.

Why tecnovy

What you get on top with us

01

No Slideshow, Hands-On!

Promised: no PowerPoint marathon. We work in groups, tie theory to practice, and you get real project examples from our experienced trainers plus the exchange with like-minded people.

02

Certificate Showroom

Get your certificate of participation and, if you have one, add your exam certificate from E-Learning. Fully automated, beautifully designed. Just for you, only at tecnovy.

03

Flexible Date Change

If you are not able to attend the course, you can rebook your training free of charge up to one week before the start of the training.

04

Attend Twice, Pay Once

You are welcome to attend the training online again within a year as a refresher.

05

Learn from Experts

We always guarantee you the use of didactically and methodically first-class qualified trainers who draw their knowledge from training experience as well as professional practical and project experience.

FAQs

Frequently asked questions

01May I enter customer data into an AI tool?
That depends on three things: whether your company has approved the tool for such data, whether there is a legal basis under the GDPR (General Data Protection Regulation) for any personal data, and whether confidential details such as prices fall under a non-disclosure agreement. In the tecnovy AI for Sales training you check before every prompt, meaning every instruction to the AI, which details belong in it, and pass doubtful cases to your data protection officer or sales lead.
02Does the GDPR apply when I research business customers?
According to its recital 14, the GDPR does not cover data about a company as a legal person, such as its name, legal form and general contact details. A contact person's name, role and named email address, however, are personal data, and so, as a rule, is information about sole traders. In the tecnovy AI for Sales training you keep the two apart before any research or prompt concerns a person.
03Can I rely on AI research about a customer?
Not without checking: generative AI, meaning AI that produces text, can return outdated details or invent them, such as a wrong job title or a news item that never existed. In the tecnovy AI for Sales training you check every fact you will rely on in the meeting against its source before it goes into the brief.
04What is objection handling, and how does AI help with it?
Objection handling means answering a customer's concerns on the merits, for example about price, timing or an existing supplier. In the tecnovy AI for Sales training you have AI list the objections to expect from a particular customer and prepare your answers to them.
05Does the AI write whole proposals in the training?
No, it drafts the wording of a proposal, while you check prices, terms and commitments yourself before anything reaches the customer. That is how you work on proposals, meeting minutes and follow-up emails in the tecnovy AI for Sales training.
06What do I need for the exercises in AI for Sales?
For the exercises in the tecnovy AI for Sales training you need access to an AI assistant, one that produces and revises text and can search the web for the research exercises. You need no technical background and there is no formal admission requirement.
07What do I receive at the end of AI for Sales?
With at least 80 percent attendance, tecnovy issues you a certificate of participation for AI for Sales. It confirms that you took part; the training involves no examination and no certification.
08Can we run AI for Sales with our own sales team only?
Yes, tecnovy also runs AI for Sales as an inhouse training attended only by your own sales team.
09Where do I go after AI for Sales?
If you want to look deeper into your market and competitors and have first experience with Claude Cowork, continue with the tecnovy course Competitor Analysis with AI. Claude Cowork is an AI agent from Anthropic that completes tasks in several steps on its own. In the course it researches competitors, while you check each entry against its source and turn the results into a comparison table and report.

What does your training at tecnovy look like?

AI for Sales

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