Who this Workshop for

This workshop is designed for sales professionals and sales operations leaders who want to use AI to work smarter, not harder. Specifically, it's for:

  • Sales Representatives

    looking to prioritize leads, shorten sales cycles, and increase conversion rates without doing more manual work.

  • Sales Managers

    who need visibility into pipeline health, team performance, and coaching opportunities (e.g., using Conversation Insights).

  • Sales Operations / CRM Administrators/Leaders

    responsible for setting up Einstein features, automating workflows, and tracking KPIs. And aiming to align sales goals with business objectives, improve forecast accuracy, and drive data-driven decision-making across the team.

Course curriculum

    1. Understanding Your Sales Data

    1. Automating Follow-Ups

    1. Proactive Solutions with Predictive Analytics

    1. Monitoring Performance Metrics

    1. Leveraging Team Collaboration

About this course: 8 hours starts on Mondays

  • $499.00

What You will Learn

You will learn how to use Salesforce Einstein to:

  • Prioritize smarter – Let AI score leads and opportunities so you focus on deals most likely to close.

  • Save time – Automate follow-ups, data entry, and routine tasks.

  • Personalize communication – Use AI-generated insights and emails to build stronger client relationships.

  • Predict needs – Anticipate customer problems and offer solutions before they ask.

  • Find bottlenecks – Identify exactly where deals stall and fix the process.

  • Set better goals – Use data, not guesses, to set sales targets that align with business objectives.

  • Collaborate effectively – Share insights across your team using tools like Chatter and Slack.

Discover your potential, starting today

Enroll today