Sales Operations teams are under increasing pressure to do more with less - faster reporting, smarter forecasting, tighter pipeline management, and more consistent follow-up. Generative AI makes all of that achievable. This program teaches you how to make it happen.
GenAI for Sales Operations: Automation, Analytics & Strategy is an intermediate program designed for Sales Operations Specialists, Ops Managers, and Revenue Operations professionals who want to integrate GenAI tools into their daily workflows. Across eight focused courses and guided projects, you will master the practical GenAI skills that directly impact sales ops performance: automating CRM data entry and lead enrichment using Zapier and HubSpot, analyzing sales data and forecasting revenue using Microsoft Copilot and Claude AI, applying AI-driven customer segmentation, building automated reporting workflows, and developing responsible AI integration strategies that maintain human oversight.
You will work with tools including Zapier, HubSpot CRM, Microsoft Copilot, Claude AI, and Excel throughout, applying hands-on techniques to realistic sales operations scenarios.
By the end of the program, you will be equipped to automate manual sales workflows, generate faster and more accurate analytics, and operate as a more strategic contributor to your revenue team.
Applied Learning Project
Throughout this program, you will complete hands-on projects that reflect real sales operations workflows. You will build Zapier automation workflows connecting Google Forms, Trello, and Gmail to eliminate manual data entry and automate customer follow-up. You will use Microsoft Copilot in Excel to generate and clean sales data, identify key trends, create visualizations, and forecast sales growth using conversational AI editing. You will apply Claude AI to analyze customer profiles, develop data-driven sales strategies, extract actionable insights from complex sales data, and design customer journey maps that optimize touchpoints across the sales cycle. You will also evaluate CRM integrations for workflow efficiency, implement GenAI-powered solutions to eliminate operational bottlenecks, and build automated report generation workflows using AI tools. Each project produces a practical, immediately applicable sales operations artifact.
