AI for Sales: Essentials

Learners will be able to use AI for the everyday work of selling: researching a company, writing an outreach email, and getting ready for a call. The course covers asking for a quick account summary, drafting a first email in their own words, and turning call notes into follow-ups. They leave with three selling habits they can use on their very next deal.

What this course covers

The course runs across 3 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.

Researching Prospects and Preparing Questions — Learn to get a quick one-page company summary using AI. Use that summary to write three strong questions for your next sales call.
Writing Outreach Emails in Your Own Voice — Draft a cold outreach email using AI. Learn how to guide the tool so the email sounds just like you.
Post-Call Follow-ups and Fast CRM Updates — Turn messy call notes into a clean follow-up email. Use AI to extract key info and update your CRM in minutes.

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.

Who it is for

Sales reps and anyone on a sales team. The material is pitched at Beginner level, and takes roughly 30 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, branching scenario exercises. There is no video to sit through and no slide deck to click past.

Understanding is checked with a quiz 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: 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.
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.
Sales AI Readiness — Sales AI Readiness: where each rep stands today.
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 30 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-ESS.