GenAI for Sales Operations: Automation, Analytics & Strategy
About this course
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.
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What you'll learn
- automate CRM data entry
- enrich leads using Zapier and HubSpot
- analyze sales data
- forecast revenue with tools like Microsoft Copilot and Claude AI
- build automated reporting workflows
- develop responsible AI integration strategies
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