AI for Sales: Advanced — Automation & Agents

An advanced course on automating sales workflows and deploying AI agents across the pipeline. Learners build outreach automation, lead scoring, and AI SDR agents, integrate with the CRM, and analyze pipeline performance. They leave able to scale selling motions with AI.

What this course covers

The course runs across 10 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.

Architecting the AI-Powered Sales Engine — Understand the modern AI sales stack, mapping where AI agents, outreach automation, and predictive scoring fit into the standard sales pipeline.
Configuring Multi-Channel Outreach Automation — Hands-on setup of automated, multi-channel sequences (email, LinkedIn, SMS) using conditional logic and event-based triggers in the sales engagement platform.
Dynamic Content Generation and GenAI Personalization — Deploying generative AI templates that dynamically customize outreach copy based on prospect intent, company news, and social signals.
Implementing Predictive and Behavioral Lead Scoring — Configuring machine learning models and dynamic scoring rules within the CRM to prioritize high-intent leads using real-time behavioral data.
Deploying AI SDR Agents: Persona and Rules of Engagement — Defining the conversational persona, boundaries, qualification criteria, and objection-handling guidelines for your autonomous AI SDR agent.
Simulated Conversations: Handling Inbound Inquiries — Engaging in simulated roleplay conversations with the AI SDR to test its response quality, tone, and adherence to qualification criteria.
Simulated Conversations: Objection Handling and Meeting Booking — Testing the AI SDR's ability to handle complex pricing and feature objections, and guiding the conversation toward booking a demo.
CRM Integration: Data Mapping and Field Synchronization — Performing hands-on configuration to map AI agent conversation outputs, sentiment analysis, and call summaries directly into CRM custom objects.
Automating Post-Interaction Workflows — Designing automated downstream workflows, such as transferring qualified leads to human AEs and triggering task creation based on agent outcomes.
Pipeline Analytics and Conversational Intelligence — Building custom dashboards to analyze AI agent performance, conversion rates, pipeline velocity, and conversational trends.

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 Lead Scoring, AI Agent Development, AI Application Development, CRM Workflow Automation, Sales Pipeline Management.

Lead Scoring
AI Agent Development
AI Application Development
CRM Workflow Automation
Sales Pipeline Management

Who it is for

Sales ops, RevOps, sales leaders. The material is pitched at advanced 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 lab 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 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.
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: 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.
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.
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
AI for Sales Pathway — Grow from everyday selling habits into advanced sales automation and agents.

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-201.