Aptus AI ExpertiseSales
Aptus AI Expertise · Sales
Applied AI for Sales
Build AI workflows for faster research, better preparation, and evidence-based personalization.
Public program · In person
AI practice space for Sales
From tasks to performance
01Tasks
02Workflow
03Controls
Application roadmap3 priorities
123
01 day
01hands-on day
20–30learners
04working outputs
30–90day action plan
Who this is for
Sales teams seeking better preparation and data-informed action
A standard public program for sales professionals from different organizations. Companies may also book group coaching or a customized program around their sales process.
See tailored solutions for enterprises
Sales Managers and RevOps
02Pre-sales and Customer Success
03AI in the flow of work
Practice on real tasks, workflows, and role-specific assistants
Learners do not study AI in the abstract. They apply it to recurring work, high-stakes tasks, automation, and a governed assistant for their function.
Accelerate daily sales work
Use AI to prepare better for each account and reduce drafting time.
- Research accounts, prepare meetings, and build discovery questions
- Draft proposals, follow-ups, objection responses, and CRM notes
Analyze, plan, and forecast
Use AI to interpret sales data and decide where to focus.
- Analyze pipeline health, win rates, and win-loss drivers
- Forecast revenue and build territory and sales plans
Automate the sales workflow
Connect account information, meetings, updates, and follow-up.
- Meeting notes → CRM update → tasks → follow-up
- Flag stalled opportunities, missing next steps, or incomplete data
Build a sales AI assistant
Build an assistant over approved CRM, product, and proposal content.
- Prepare account-specific information before meetings
- Suggest next actions with sources and no invented facts
Business outcomes
What learners can put to work
Research faster
Synthesize accounts, industries, and stakeholders from checkable sources.
Prepare better
Create meeting briefs and discovery questions grounded in customer context.
Personalize with evidence
Turn insight into follow-ups and proposals without invented claims.
Plan and forecast with evidence
Analyze sales data, opportunity health, and scenarios to support plans and strategy.
International credential
Learners can register for the AI+ Sales™ exam
This is a separate learning and assessment path for learners who need an international credential.
AI+ Sales™
AI CERTs®
Learning path
Eight hours online plus a proctored exam
Suitable for
For sales professionals who want an additional international credential through a separate path.
Program architecture
One hands-on day - Five modules
Each module produces an input for the next, ending in a 90-day action roadmap.
01 · Map
Sales work and data map
Identify daily work, difficult tasks, CRM data, and where AI can help.
Sales work mapData and source inventory
02 · Apply AI
From account research to proposal
Practice research, meeting preparation, discovery, proposals, and follow-up on a real account.
Sourced account briefMeeting and proposal pack
03 · Analyze
Sales data, forecasting, and strategy
Use AI to analyze pipeline, conversion, win-loss, and scenarios for sales planning.
Pipeline analysisForecast and action plan
04 · Automate
Sales workflow and AI assistant
Design meeting-to-CRM, task, follow-up, and cited assistant workflows.
Sales automation mapSales assistant prototype
05 · Control
Data quality and adoption plan
Set checks for customer data, outbound content, forecasts, and human approval.
Pre-send checklist30-day adoption plan
Working outputs
AI-enabled sales toolkit
Each learner leaves with reusable outputs for the work of their function.
Output 01
One client profile and meeting kit
Output 02
One validated proposal and follow-up email
Output 03
One data analysis, forecast, and sales plan
Output 04
One automated workflow and AI sales-assistant template
FAQ
Questions before joining the program
Does the program replace the current CRM?+
No. The program designs supporting workflows around the organization's current process and tools.
Is the AI CERTs credential mandatory?+
No. Learners may join the Aptus public program without the credential. The AI+ Sales™ path is registered separately when needed.
Program information
Get the full brochure and intake schedule
Organizations may book group coaching for sales teams or a customized program around data, opportunity management, and sales strategy.