Automate Sales and Generate Leads with AI: AI-Powered Lead Generation, Personalized Customer Engagement, and Efficient Sales Processes
Upon request
1–3 days
Munich, Online, or In-House
Upon request
German or English
Digital Certificate of Participation
Sales teams face the challenge of handling an ever-increasing number of leads, addressing customers individually, and working efficiently at the same time. Manual sales research, repetitive follow-ups, and unstructured customer data cost valuable time and make consistent lead generation difficult. Artificial intelligence offers new possibilities here: It can analyze sales data, refine target audiences, prioritize leads, and automate repetitive tasks.
In our training course, “Automating Sales and Generating Leads with AI,” you’ll learn how to use AI tools strategically for marketing, sales, and customer management. You’ll develop AI-powered workflows for lead generation, customer outreach, and lead nurturing, and learn how to effectively integrate ChatGPT, Copilot, Claude, chatbots, and other applications into existing CRM processes. This will lay the foundation for greater efficiency, better data, and sustainable sales growth.
Content and Structure of the "Automating Sales with AI" Continuing Education Course
The training combines the fundamentals of artificial intelligence (AI) with practical methods for lead generation, sales automation, and data-driven customer processes. The level of detail can be tailored to your needs.
- Fundamentals of Generative AI and Its Applications in Sales
- Classification of ChatGPT, Copilot, Claude, chatbots, and other AI tools
- Identify Sales and Lead Processes That Can Be Automated
- Assess opportunities, limitations, risks, and economic benefits
- Develop a realistic vision for digital sales and AI-powered sales efforts
- Define target audiences, buyer personas, and relevant purchase intent signals
- Analyze and segment customer, market, and sales data
- Use Appropriate Data Sources for Lead Management and Data Enrichment
- Identify, evaluate, and prioritize potential leads using AI
- Develop lead-scoring models and qualification criteria
- Understanding the Importance of Data Quality and Structured CRM Data
- Automate lead generation, initial contact, and follow-ups
- Using AI for Customer Conversations, Quotes, and Sales Documents
- Create personalized emails, pitches, and communication templates
- Designing Lead Nurturing Along the Customer Journey Using Appropriate Triggers
- Use AI for Customer Inquiries, Upselling, Cross-Selling, and Opportunity Assessment
- Develop reusable prompts and standardized sales workflows
- Integrating AI Solutions into Existing CRM and Marketing Automation Systems
- Structuring Data Models, Field Mapping, and Data Transfers Between Marketing and Sales
- Effectively Combining Chatbots, AI Assistants, and Automated Workflows
- Plan, test, and roll out automation solutions in phases
- Define responsibilities, checkpoints, and quality standards
- Ensure data protection, data security, and the responsible handling of customer data
- Develop Your Own AI-Powered Lead and Sales Workflow
- Apply specific examples, CRM data, or provided scenarios
- Define KPIs for the sales funnel, leads, conversion, lead nurturing, and revenue
- Classifying Reporting and Attribution for Sales Results
- Improve Campaigns and Communication Processes Through A/B Testing
- Identify typical failure patterns and determine appropriate corrective actions
- Assessing Trends and Next Steps in Digital Sales
Tangible Results—What You Can Put into Practice Right Away After Completing the AI-Powered Sales Training Course
After the training, you can use AI strategically to generate leads more efficiently, automate sales processes, and tailor your approach to each customer.
- Identify Sales and Lead Processes That Can Be Automated
- Define Target Audiences and Buyer Personas More Precisely
- Evaluate and Prioritize Leads Based on Data
- Develop AI-powered lead generation and lead nurturing
- Create personalized emails, pitches, and follow-ups
- Using CRM and Sales Data to Make Better Decisions
- Integrating AI Tools into Existing Marketing and Sales Processes
- Define relevant KPIs and measure the success of initiatives
- Take Data Privacy and Quality into Account When Using Customer Data
Who is the "Automating Sales with AI" training course intended for?
This training is intended for:
- Sales Representatives and Sales Teams
- Sales and Business Development Managers
- CRM and Customer Success Managers
- Sales Managers and Management
- Companies that want to use AI for lead generation and sales automation
Experience in sales or marketing is helpful, but no prior technical knowledge of AI is required.
Eligibility Requirements
No special technical requirements are necessary to participate. A basic understanding of sales, marketing, or CRM processes will make it easier to apply what you learn to your daily work.
Customized Training for AI-Powered Sales
We design customized in-house training programs—tailored perfectly to your needs.
- Customized Training Programs for Companies and Sales Teams
- Integration of your own CRM data, processes, and sales goals
- Development of Custom Lead and Automation Workflows
- Practical exercises using real-life client scenarios and campaigns
- Offered as a seminar, workshop, or in-house training session
About Us as a Training Provider
We are an experienced management consulting firm with expertise in digital transformation, artificial intelligence, and modern sales processes. Our training programs combine strategic knowledge with concrete use cases from marketing, sales, and customer management. We help companies safely integrate AI into existing processes, generate leads more efficiently, and achieve sustainable improvements in sales.
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Expertise in AI-Driven Sales – Your Trainer
Jonas helps companies implement modern AI technologies and digital sales processes. His focus is on AI-powered lead generation, marketing automation, and the development of efficient sales workflows. In his training sessions, he explains complex topics in an accessible way and uses concrete examples to demonstrate how companies can profitably leverage AI tools for customer engagement, data analysis, and sales automation.
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- Proven in Practice: Develop Your Own Tools, Prototypes, and Automations Directly with AI
- Accessible: Implementing Digital Applications Even Without Traditional Programming Skills
- Structured: Formulate requirements, test results, and iteratively improve solutions
- For Sure: Consider Data Privacy , Code Quality, and Technical Limitations from the Very Beginning
- Connectivity: Document prototypes and hand them off to development teams professionally
TISAX and ISO certification apply only to the Munich location
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TISAX and ISO certification apply only to the Munich location
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FAQ – Frequently Asked Questions About the Training Course “Automating Sales and Generating Leads with AI”
AI can assist with lead research, lead scoring, initial outreach, follow-ups, and the creation of sales materials, among other things. It can also help streamline customer inquiries, meeting preparations, and recurring documentation tasks. In this training, you’ll learn which tasks are particularly well-suited for automation and where human oversight remains necessary.
AI can significantly support lead generation by analyzing target audiences, identifying suitable companies, and recognizing relevant signals of purchase intent. It also allows for more efficient personalized outreach and lead nurturing. However, the quality of the results depends heavily on data, processes, and a clear sales strategy.
This training provides an overview of ChatGPT, Microsoft Copilot, Claude, chatbots, and other AI tools for marketing and sales. It also covers CRM and marketing automation systems, as well as potential integrations. The key is determining which tool is best suited to your company’s specific sales tasks and systems.
Yes. In-house training sessions, in particular, allow us to incorporate your company’s specific processes, data structures, and sales goals. For example, we can jointly analyze existing lead pipelines, follow-up processes, or CRM workflows. This ensures that the exercises are directly tailored to your company’s specific situation.
High-quality data is the foundation for reliable AI-powered sales processes. Incomplete, outdated, or duplicate CRM data can lead to incorrect prioritization and inappropriate customer engagement. That is why the training also covers data quality, segmentation, and structured handoffs between marketing and sales.
Data protection and data security are central components of this training program. You will learn which customer data is particularly sensitive and how to use AI tools responsibly. The program also covers control points, access permissions, and requirements for secure integration into existing systems.
In this training, you’ll define appropriate KPIs for lead quality, conversion, nurturing, the sales pipeline, and revenue. The course also covers reporting, attribution, and A/B testing to help you continuously evaluate your strategies. This enables companies to determine whether AI actually contributes to greater efficiency and better sales results.