AI for Sales: Core

This course helps sellers apply AI across the entire sales motion. Learners use AI for prospecting and research, personalized outreach, call prep and summaries, and CRM hygiene and forecasting. The result is more pipeline and less administrative drag.

What this course covers

The course runs across 8 topics, each one a short adaptive session rather than a recorded lecture. The tutor explains the idea, works an example, checks understanding, and adjusts the next step to the answer given.

AI-Driven Prospecting & Account Research — Learn how to use AI tools to analyze target accounts, identify key decision-makers, and uncover high-value pain points. Practice conducting deep account research directly within simulated AI research tools.
Drafting Highly Personalized Outreach at Scale — Master the art of prompting AI to write tailored cold emails and LinkedIn messages using prospect research. Engage in simulated roleplay exercises to refine AI-generated drafts for tone and relevance.
AI-Powered Meeting Preparation — Utilize AI to analyze historical account data, generate custom discovery questions, and build pre-meeting prep briefs. Practice setting up meeting parameters in a simulated sales intelligence tool.
Simulated Discovery Call & AI Roleplay — Participate in an interactive, simulated discovery call with an AI-powered buyer persona. Practice active listening, handling objections, and guiding the conversation based on your pre-call research.
Automating Call Summaries and Action Items — Learn to leverage AI transcription tools to extract key meeting insights, action items, and follow-up emails. Practice editing and refining AI-generated summaries in a live-tool simulation.
AI CRM Hygiene & Pipeline Management — Discover how to use AI utility tools to auto-populate CRM fields, update contact records, and eliminate manual administrative drag. Practice executing these updates in a simulated CRM interface.
Predictive Forecasting and Pipeline Analysis — Apply AI forecasting models to evaluate deal health, identify pipeline risks, and determine next-best-actions. Run simulated scenario analyses to predict close dates and deal outcomes.
Synthesizing the AI-Enabled Sales Workflow — Bring all the skills together in a comprehensive end-to-end simulation. Conduct research, draft outreach, run a simulated call, and update the CRM using your AI toolkit to maximize pipeline efficiency.

Skills you build

Results are measured against named skills in the OneRange taxonomy of more than 10,000 skills, so a manager sees proficiency per skill rather than a completion tick. This course maps to CRM Data Management, Sales Prospecting, Working with AI Tools, Sales Forecasting, AI Tool Usage.

CRM Data Management
Sales Prospecting
Working with AI Tools
Sales Forecasting
AI Tool Usage

Who it is for

Sales reps, SDRs, sales leaders. The material is pitched at intermediate level, and takes roughly 150 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

It sits in the Function: Sales track of the Vero AI Catalog, and can be assigned to one person, a team, or the whole company.

How it is delivered and assessed

Delivery is conversational and interactive, including guided lab, role play exercises. There is no video to sit through and no slide deck to click past.

Understanding is checked with a roleplay assessment of 5 items, with a pass mark of 70%.

Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

See how this training works for the whole function on AI training for Sales.

Also in this track

All Sales AI training courses →
AI for SDRs & Prospecting — A prospecting-specialized course for SDRs and BDRs. Learners use AI for account research, list building, and genuinely personalized outreach at volume, then practice objection handling in role-play.
AI for Account Executives — A deal-cycle course for AEs: discovery preparation, mutual action plans, proposals, and negotiation prep with AI. Learners practice a full deal motion and leave with AI woven into each stage.
AI for Sales Enablement — An enablement-focused course on producing sales content, coaching programs, and certifications with AI. Learners design an AI-powered role-play program their reps will actually use.
AI for Sales Engineering & Solutions — Sales engineers and solutions consultants learn to use AI for demos, technical responses, and solution design. The course covers demo prep, RFP and security questionnaires, technical Q&A, POC docs, and objection handling. Learners finish able to support deals faster with sharper technical content.
AI for RevOps — A technical course for RevOps professionals on AI across the revenue engine: pipeline data quality, forecasting, automation, and reporting. Learners build automated workflows that keep the CRM trustworthy.
Sales AI Readiness — Sales AI Readiness: where each rep stands today.
AI for the Sales Org — Equip sellers to use AI end-to-end across the pipeline

Frequently asked questions

How long does this course take?

It runs roughly 150 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

How is it assigned to a team?

An administrator assigns it from the Vero dashboard to one person, a team, a department or the whole company, and sees progress and results per person and per skill.

Can we customise it with our own documents and terminology?

Yes. Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Course code FUN-SAL.