Role-Based Programme
RB1149

AI for Sales Operations & CRM Management

Pipeline Intelligence, Forecast Accuracy & Sales Productivity

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Understand how AI can support Sales Operations and CRM Management across pipeline visibility, forecasting, reporting, data quality, and sales productivity.
  • Apply AI to analyse CRM data, identify pipeline gaps, detect stalled opportunities, and improve management visibility.
  • Use AI to support sales forecasting, performance analysis, lead and opportunity management, and executive reporting.
  • Develop practical skills for CRM data review, pipeline analysis, sales metrics interpretation, dashboard commentary, and action planning.
  • Understand responsible AI use, customer-data confidentiality, data accuracy, governance, and human accountability in CRM and sales operations.

Tools covered

Generative AI AssistantsCRM Data AnalysisPipeline AnalysisSales Forecasting SupportLead & Opportunity Data ReviewSales ReportingDashboard InsightsData Quality AnalysisSales Performance AnalysisExecutive Summarisation

Who should attend

  • Sales Operations Managers
  • Sales Operations Executives
  • CRM Managers
  • CRM Administrators
  • Revenue Operations Professionals
  • Sales Analysts
  • Sales Planning Professionals
  • Sales Performance Managers
  • Pipeline Management Professionals
  • Sales Reporting Professionals
  • Business Operations Analysts
  • Sales Support Professionals
  • Commercial Operations Professionals
  • Sales Operations Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of sales processes, CRM, pipelines, or sales reporting
  • Familiarity with leads, opportunities, sales stages, targets, or performance metrics is helpful
  • Basic spreadsheet and digital-tool skills
  • No programming or technical AI knowledge required
  • Prior AI-tool experience is helpful but not mandatory

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Sales Operations
  • Understanding how AI can support CRM analysis, reporting, forecasting, and sales planning
  • Distinguishing AI assistance from CRM automation, dashboards, BI tools, and workflow systems
  • Understanding AI limitations, hallucinations, data-quality risks, and context dependency
Practical activities
  • Identifying recurring Sales Operations activities suitable for AI assistance
  • Comparing traditional and AI-assisted approaches to a sales-reporting task
  • Mapping AI opportunities across the sales-operations lifecycle

Scenarios

CRM Pipeline to Sales Management Action Plan

CRM Data → Data Quality Review → Pipeline Analysis → Stalled Opportunities → Risk Identification → Priority Actions → Owners → Sales Review

Participants use AI to review a sample CRM pipeline, identify data-quality and deal-progression issues, and prepare a structured action plan for the sales team.

Sales Performance to Forecast & Leadership Summary

Sales Metrics → Pipeline Coverage → Opportunity Quality → Forecast Review → Revenue Risks → Performance Insights → Management Commentary → Leadership Update

Participants use AI to combine pipeline, forecast, and performance information into a concise management summary highlighting risks, priorities, and recommended follow-up actions.

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