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GenAI for Field Sales Agents: Local Market Insights

Learn how field sales professionals can use Generative AI to enhance territory management, customer engagement, and market insights. Ideal for sales agents and managers, with practical, hands-on AI strategies.

Julian Jenkins
Julian Jenkins
Published: Jan 2026
Intermediate
Data Science
1 hour
In partnership with:Coursera
GenAI for Field Sales Agents: Local Market Insights

Course Overview

In this course you'll explores how field sales professionals can harness the power of Generative AI (GenAI) to elevate territory management, customer engagement, and market insight strategies. Through a hands-on, scenario-based learning journey, you'll discover how AI platforms like Claude, Gemini, and IBM Watson can revolutionize your sales processes from analyzing territory performance to personalizing customer interactions while upholding ethical standards and maintaining the human touch.

 

This course is tailored for field sales agents, sales managers, and business development professionals who want to modernize their approach to territory management and customer engagement. Whether you're looking to boost sales efficiency, personalize outreach, or adopt cutting-edge tools, this course provides the foundational knowledge and practical experience needed to confidently integrate AI into your sales workflow.  

 

To succeed in this course, learners should have a basic understanding of the sales process and customer relationship management principles. Familiarity with digital tools such as CRM systems, spreadsheets, or analytics dashboards is recommended. Most importantly, learners should be curious and open to exploring how AI can enhance their effectiveness in the field.  

 

By the end of this course, you'll be equipped to lead and support AI-driven sales transformation that delivers measurable impact across your territory. You’ll walk away with practical strategies to optimize market coverage, personalize customer engagement, and apply real-time insights to drive smarter, faster decisions. Whether you're aiming to improve territory planning, enhance lead conversion, or build stronger customer relationships, this course empowers you to take action with confidence, innovation, and a data-informed mindset leveraging AI as a true partner in your sales success.

Skills You Will Gain

AI Enablement
Customer Engagement
Customer Insights
Generative AI Agents
Sales Process

Learning Outcomes (At the end of this program, you will be able to...)

  • Explain how Generative AI transforms field sales through local market analysis and customer intelligence.
  • Apply AI-powered tools to extract, analyze, and interpret real-time market trends for territory optimization.
  • Develop dynamic sales strategies tailored to local insights and customer behaviors.
  • Evaluate the effectiveness of AI-driven sales approaches while maintaining ethical standards.

Prerequisites

Learners should understand sales processes and CRM principles, with familiarity in digital tools like CRM systems or analytics. Curiosity about how AI can enhance field effectiveness is key.

Who Should Attend

This course is for sales agents, managers, and business developers looking to modernize territory management and customer engagement with AI, boosting efficiency and personalizing outreach.

Course Includes

1.8K
STUDENTS*
96.3%
RECOMMEND*

This course includes:

  • On-demand videos
  • Practice assessments
  • Multiple hands-on learning activities
  • Exposure to a real-world project
  • 100% self-paced learning opportunities
  • Certification of completion

Curriculum

Explore the comprehensive, hands-on curriculum designed to build your expertise step by step.

Meet Your Expert Instructors

Julian Jenkins

Julian Jenkins

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*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.