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Description

Artificial Intelligence in Sales: Automating, Writing and Preparing Client Meetings

Two days to embed artificial intelligence tools in the daily routine of a sales team

  • 2 days — 14 h
  • In-person or virtual
  • Intermediate
  • Up to 6 participants

Generative artificial intelligence tools have reached sales teams without any instruction manual. Everyone experiments individually, producing standardised messages, or gives up for lack of results. The client data entrusted to these tools also raises questions that nobody settles.

These 14 hours of training address the professional use of artificial intelligence across the sales cycle. Participants build writing instructions adapted to their own offer. They automate meeting preparation, the qualification of inbound enquiries and the writing of call reports, then set usage rules for client data.

Learning objectives

  • Formulate precise instructions to obtain usable commercial copy
  • Prepare a client meeting from information gathered automatically
  • Write a call report and its follow-up message from raw notes
  • Qualify inbound enquiries against criteria defined in advance
  • Set usage rules that protect the client data entrusted to these tools

What makes this programme different

A library of writing instructions built on the participants' own offers
A complete meeting-preparation sequence carried out on a real account
A client data usage charter drafted collectively at the end of the programme

Programme

1Uses of AI across the sales cycle

Where the machine saves time

  • Sales tasks that can be automated and those to keep in human hands
  • Expected quality of a text produced by a generative tool
  • Limitations and frequent errors in the answers obtained
  • Criteria for choosing between a general-purpose tool and an embedded one

2Assisted writing

Instructions that produce usable copy

  • Structure of an effective writing instruction
  • Integrating client context and elements of the offer
  • Rephrasing and iterating on an inadequate result
  • Controlling tone and removing empty phrases

3Preparing and following up client meetings

From the account file to the call report

  • Automatic gathering of information on an account
  • Preparing questions and the objections to expect
  • Producing a call report from raw notes
  • Generating follow-up messages and updating the client record

4Qualification and rules of use

Handling inbound flows without exposing data

  • Qualification criteria applied to inbound enquiries
  • Prioritising opportunities according to explicit rules
  • Client data that must not be entrusted to an external tool
  • Internal usage rules and transparency towards clients

Who is it for

Sales representatives, business development engineers, sales team leaders and pre-sales specialists already using a customer relationship management tool.

Prerequisites

Regular practice of a sales cycle and of a customer relationship management tool.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.